Add saved report views with personal/org filters and in-org share links.

apps/api/prisma/schema.prisma

@@ -1630,7 +1630,7 @@ model SavedView {
   ownerUserId    String?
   owner          User?        @relation("SavedViewOwner", fields: [ownerUserId], references: [id], onDelete: SetNull)
   name           String
-  /// deals | people | companies | activities | project_cards
+  /// deals | people | companies | activities | project_cards | reports
   scope          String
   filters        Json         @default("{}")
   isShared       Boolean      @default(false)

apps/api/src/reports/reports.controller.ts

@@ -1,14 +1,63 @@
-import { Controller, Get, Query, UseGuards } from '@nestjs/common';
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  UseGuards,
+} from '@nestjs/common';
+import {
+  IsBoolean,
+  IsObject,
+  IsOptional,
+  IsString,
+  MaxLength,
+} from 'class-validator';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
+import { SavedViewsService } from '../saved-views/saved-views.service';
 import { ReportsDrilldownQueryDto, ReportsQueryDto } from './dto';
 import { ReportsService } from './reports.service';
 
+class CreateReportViewDto {
+  @IsString()
+  @MaxLength(120)
+  name!: string;
+
+  @IsObject()
+  filters!: Record<string, unknown>;
+
+  @IsOptional()
+  @IsBoolean()
+  isShared?: boolean;
+}
+
+class UpdateReportViewDto {
+  @IsOptional()
+  @IsString()
+  @MaxLength(120)
+  name?: string;
+
+  @IsOptional()
+  @IsObject()
+  filters?: Record<string, unknown>;
+
+  @IsOptional()
+  @IsBoolean()
+  isShared?: boolean;
+}
+
 @Controller('reports')
 @UseGuards(JwtAuthGuard)
 export class ReportsController {
-  constructor(private readonly reportsService: ReportsService) {}
+  constructor(
+    private readonly reportsService: ReportsService,
+    private readonly savedViews: SavedViewsService,
+  ) {}
 
   @Get('dashboard')
   dashboard(@CurrentUser() user: Actor, @Query() query: ReportsQueryDto) {
@@ -35,4 +84,59 @@ export class ReportsController {
   home(@CurrentUser() user: Actor) {
     return this.reportsService.home(user);
   }
+
+  @Get('views')
+  listViews(@CurrentUser() user: Actor) {
+    return this.savedViews.list(user.organizationId, user.userId, 'reports');
+  }
+
+  @Get('views/:id')
+  getView(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.savedViews.get(user.organizationId, user.userId, id, 'reports');
+  }
+
+  @Post('views')
+  createView(@CurrentUser() user: Actor, @Body() dto: CreateReportViewDto) {
+    return this.savedViews.create(user.organizationId, user.userId, {
+      name: dto.name,
+      scope: 'reports',
+      filters: dto.filters,
+      isShared: dto.isShared,
+    });
+  }
+
+  @Patch('views/:id')
+  updateView(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateReportViewDto,
+  ) {
+    const isAdmin = user.role === 'owner' || user.role === 'admin';
+    return this.savedViews.update(
+      user.organizationId,
+      user.userId,
+      id,
+      {
+        name: dto.name,
+        filters: dto.filters,
+        isShared: dto.isShared,
+        scope: 'reports',
+      },
+      isAdmin,
+      'reports',
+    );
+  }
+
+  @Delete('views/:id')
+  async removeView(@CurrentUser() user: Actor, @Param('id') id: string) {
+    const isAdmin = user.role === 'owner' || user.role === 'admin';
+    await this.savedViews.remove(
+      user.organizationId,
+      user.userId,
+      id,
+      isAdmin,
+      'reports',
+    );
+    return { ok: true };
+  }
 }

apps/api/src/reports/reports.module.ts

@@ -1,10 +1,11 @@
 import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
+import { SavedViewsModule } from '../saved-views/saved-views.module';
 import { ReportsController } from './reports.controller';
 import { ReportsService } from './reports.service';
 
 @Module({
-  imports: [AuthModule],
+  imports: [AuthModule, SavedViewsModule],
   controllers: [ReportsController],
   providers: [ReportsService],
 })

apps/api/src/saved-views/saved-views.controller.ts

@@ -17,6 +17,7 @@ import {
   IsString,
   MaxLength,
 } from 'class-validator';
+import { SAVED_VIEW_SCOPES } from '@mento/shared';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import { RolesGuard } from '../auth/roles.guard';
@@ -24,21 +25,13 @@ import { OrgModuleGuard } from '../billing/org-module.guard';
 import { RequireOrgModule } from '../billing/org-module.decorator';
 import { SavedViewsService } from './saved-views.service';
 
-const SCOPES = [
-  'deals',
-  'people',
-  'companies',
-  'activities',
-  'project_cards',
-] as const;
-
 class CreateSavedViewDto {
   @IsString()
   @MaxLength(120)
   name!: string;
 
-  @IsIn(SCOPES)
-  scope!: (typeof SCOPES)[number];
+  @IsIn([...SAVED_VIEW_SCOPES])
+  scope!: (typeof SAVED_VIEW_SCOPES)[number];
 
   @IsObject()
   filters!: Record<string, unknown>;
@@ -55,8 +48,8 @@ class UpdateSavedViewDto {
   name?: string;
 
   @IsOptional()
-  @IsIn(SCOPES)
-  scope?: (typeof SCOPES)[number];
+  @IsIn([...SAVED_VIEW_SCOPES])
+  scope?: (typeof SAVED_VIEW_SCOPES)[number];
 
   @IsOptional()
   @IsObject()
@@ -81,6 +74,14 @@ export class SavedViewsController {
     return this.savedViews.list(user.organizationId, user.userId, scope);
   }
 
+  @Get(':id')
+  get(
+    @CurrentUser() user: { organizationId: string; userId: string },
+    @Param('id') id: string,
+  ) {
+    return this.savedViews.get(user.organizationId, user.userId, id);
+  }
+
   @Post()
   create(
     @CurrentUser() user: { organizationId: string; userId: string },

apps/api/src/saved-views/saved-views.service.ts

@@ -9,17 +9,10 @@ import type {
   SavedViewScope,
   UpdateSavedViewRequest,
 } from '@mento/shared';
+import { SAVED_VIEW_SCOPES } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 
-const SCOPES: SavedViewScope[] = [
-  'deals',
-  'people',
-  'companies',
-  'activities',
-  'project_cards',
-];
-
 @Injectable()
 export class SavedViewsService {
   constructor(private readonly prisma: PrismaService) {}
@@ -41,6 +34,25 @@ export class SavedViewsService {
     return rows.map((row) => this.toDto(row));
   }
 
+  async get(
+    organizationId: string,
+    userId: string,
+    id: string,
+    scope?: string,
+  ): Promise<SavedViewDto> {
+    const row = await this.prisma.savedView.findFirst({
+      where: {
+        id,
+        organizationId,
+        ...(scope ? { scope } : {}),
+        OR: [{ isShared: true }, { ownerUserId: userId }],
+      },
+      include: { owner: { select: { id: true, fullName: true } } },
+    });
+    if (!row) throw new NotFoundException('فیلتر پیدا نشد');
+    return this.toDto(row);
+  }
+
   async create(
     organizationId: string,
     userId: string,
@@ -69,11 +81,15 @@ export class SavedViewsService {
     id: string,
     dto: UpdateSavedViewRequest,
     isAdmin: boolean,
+    expectedScope?: string,
   ): Promise<SavedViewDto> {
     const existing = await this.prisma.savedView.findFirst({
       where: { id, organizationId },
     });
     if (!existing) throw new NotFoundException('فیلتر پیدا نشد');
+    if (expectedScope && existing.scope !== expectedScope) {
+      throw new NotFoundException('فیلتر پیدا نشد');
+    }
     if (!isAdmin && existing.ownerUserId !== userId) {
       throw new BadRequestException('فقط مالک فیلتر می‌تواند آن را ویرایش کند');
     }
@@ -103,11 +119,15 @@ export class SavedViewsService {
     userId: string,
     id: string,
     isAdmin: boolean,
+    expectedScope?: string,
   ): Promise<void> {
     const existing = await this.prisma.savedView.findFirst({
       where: { id, organizationId },
     });
     if (!existing) throw new NotFoundException('فیلتر پیدا نشد');
+    if (expectedScope && existing.scope !== expectedScope) {
+      throw new NotFoundException('فیلتر پیدا نشد');
+    }
     if (!isAdmin && existing.ownerUserId !== userId) {
       throw new BadRequestException('فقط مالک فیلتر می‌تواند آن را حذف کند');
     }
@@ -115,7 +135,7 @@ export class SavedViewsService {
   }
 
   private assertScope(scope: string): SavedViewScope {
-    if (!SCOPES.includes(scope as SavedViewScope)) {
+    if (!SAVED_VIEW_SCOPES.includes(scope as SavedViewScope)) {
       throw new BadRequestException('محدوده فیلتر معتبر نیست');
     }
     return scope as SavedViewScope;