feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities

2026-10-11 14:12:36 +03:30
parent b30f68563d
commit b3b92abae9
27 changed files with 1160 additions and 91 deletions
@@ -11,8 +11,12 @@ import {
  MAX_AUTOMATION_STEPS,
  isAutomationCondition,
  type AutomationAction,
+  type AutomationChainMode,
  type AutomationStep,
  type AutomationTrigger,
+  type LeadFormDto,
+  type OrgUserDto,
+  type TeamDto,
 } from '@mento/shared';
 import { toFaDigits } from '@/lib/jalali';

@@ -20,11 +24,44 @@ export type AutomationAddPayload =
  | { kind: 'action'; action: AutomationAction }
  | { kind: 'condition' };

-const props = defineProps<{
-  trigger: AutomationTrigger;
-  steps: AutomationStep[];
-  selected: 'trigger' | string;
-}>();
+const props = withDefaults(
+  defineProps<{
+    trigger: AutomationTrigger;
+    steps: AutomationStep[];
+    selected: 'trigger' | string;
+    chainMode?: AutomationChainMode;
+    form?: LeadFormDto | null;
+    users?: OrgUserDto[];
+    teams?: TeamDto[];
+  }>(),
+  { chainMode: 'stop', form: null, users: () => [], teams: () => [] },
+);
+
+/** شرطی که یک شاخهٔ جدید را شروع می‌کند (گام قبلی شرط نیست) */
+function isBranchStart(index: number) {
+  if (props.chainMode !== 'branches') return false;
+  const step = props.steps[index];
+  if (!step || !isAutomationCondition(step)) return false;
+  const prev = props.steps[index - 1];
+  return !prev || !isAutomationCondition(prev);
+}
+
+function userName(id?: string | null) {
+  return props.users.find((u) => u.id === id)?.fullName ?? 'کاربر';
+}
+
+function assignHint(step: AutomationStep) {
+  const mode = step.assignMode ?? (step.assigneeId ? 'user' : 'owner');
+  if (mode === 'user') return userName(step.assigneeId);
+  if (mode === 'team_round_robin') {
+    const t = props.teams.find((x) => x.id === step.assigneeTeamId);
+    return `نوبتی: ${t?.name ?? 'تیم'}`;
+  }
+  if (mode === 'users_round_robin') {
+    return `نوبتی بین ${toFaDigits((step.assigneeUserIds ?? []).length)} نفر`;
+  }
+  return 'مسئول پرونده';
+}

 const emit = defineEmits<{
  select: [id: 'trigger' | string];
@@ -55,6 +92,10 @@ function canRemove(step: AutomationStep) {
 function stepTitle(step: AutomationStep) {
  if (isAutomationCondition(step)) {
    const field = step.conditionField ?? 'has_person';
+    if (field === 'form_field') {
+      const f = props.form?.fields.find((x) => x.key === step.conditionKey);
+      return f?.label ?? AUTOMATION_CONDITION_FIELD_LABELS[field];
+    }
    return AUTOMATION_CONDITION_FIELD_LABELS[field];
  }
  return AUTOMATION_ACTION_LABELS[step.action ?? 'create_activity'];
@@ -64,6 +105,10 @@ function stepHint(step: AutomationStep) {
  if (isAutomationCondition(step)) {
    const op = step.conditionOp ?? 'is_set';
    const opLabel = AUTOMATION_CONDITION_OP_LABELS[op];
+    if (step.conditionField === 'form_field') {
+      if (op === 'is_set' || op === 'is_empty') return opLabel;
+      return `${opLabel} «${step.conditionValue ?? ''}»`;
+    }
    if (step.conditionField === 'deal_amount' && step.conditionValue != null) {
      return `${opLabel} ${toFaDigits(Number(step.conditionValue))}`;
    }
@@ -90,7 +135,7 @@ function stepHint(step: AutomationStep) {
    task: 'وظیفه',
    note: 'یادداشت',
  };
-  return types[step.activityType ?? 'task'] ?? 'وظیفه';
+  return `${types[step.activityType ?? 'task'] ?? 'وظیفه'} — ${assignHint(step)}`;
 }

 function openAdd(index: number) {
@@ -148,10 +193,11 @@ function nodeClass(step: AutomationStep) {
        </div>

        <div class="node-wrap">
+          <span v-if="isBranchStart(i)" class="branch-tag">شاخه</span>
          <button
            class="node action"
            type="button"
-            :class="[nodeClass(step), { on: selected === step.id }]"
+            :class="[nodeClass(step), { on: selected === step.id, 'branch-start': isBranchStart(i) }]"
            @click="emit('select', step.id)"
          >
            <span class="icon">
@@ -301,6 +347,25 @@ function nodeClass(step: AutomationStep) {
  filter: drop-shadow(0 8px 14px rgba(180, 83, 9, 0.14));
 }

+.branch-tag {
+  position: absolute;
+  top: -1.35rem;
+  inset-inline-start: 50%;
+  transform: translateX(50%);
+  font-size: 0.68rem;
+  font-weight: 700;
+  color: #b45309;
+  background: #fff7ed;
+  border: 1px solid #fed7aa;
+  border-radius: 999px;
+  padding: 0.05rem 0.5rem;
+  white-space: nowrap;
+}
+
+.node.condition.branch-start {
+  background: #fef3c7;
+}
+
 .node.on {
  border-color: #14b8a6;
  box-shadow:
@@ -2,17 +2,24 @@
 import { computed, watch } from 'vue';
 import type {
  ActivityType,
+  ActivityTypeDefDto,
  AutomationAction,
+  AutomationAssignMode,
+  AutomationChainMode,
  AutomationConditionField,
  AutomationConditionOp,
  AutomationStep,
  AutomationTrigger,
+  LeadFormDto,
  OrgUserDto,
+  TeamDto,
  TicketPriority,
 } from '@mento/shared';
 import {
  AUTOMATION_ACTION_LABELS,
  AUTOMATION_ACTIONS,
+  AUTOMATION_ASSIGN_MODE_LABELS,
+  AUTOMATION_CHAIN_MODE_LABELS,
  AUTOMATION_CONDITION_FIELD_LABELS,
  AUTOMATION_CONDITION_OP_LABELS,
  AUTOMATION_NOTIFY_CHANNEL_LABELS,
@@ -20,16 +27,22 @@ import {
  AUTOMATION_TRIGGER_GROUPS,
  AUTOMATION_TRIGGER_LABELS,
  conditionFieldsForTrigger,
+  conditionOpsForField,
  isAutomationCondition,
 } from '@mento/shared';

 const props = defineProps<{
  selected: 'trigger' | string;
  users: OrgUserDto[];
+  forms: LeadFormDto[];
+  teams: TeamDto[];
+  activityTypeDefs: ActivityTypeDefDto[];
 }>();

 const trigger = defineModel<AutomationTrigger>('trigger', { required: true });
 const steps = defineModel<AutomationStep[]>('steps', { required: true });
+const sourceId = defineModel<string | null>('sourceId', { default: null });
+const chainMode = defineModel<AutomationChainMode>('chainMode', { default: 'branches' });

 const selectedStep = computed(() => {
  if (props.selected === 'trigger') return null;
@@ -42,13 +55,67 @@ const isCondition = computed(

 const conditionFields = computed(() => conditionFieldsForTrigger(trigger.value));

-const conditionOps = computed((): AutomationConditionOp[] => {
-  const field = selectedStep.value?.conditionField;
-  if (field === 'deal_amount') return ['gte', 'lte', 'eq', 'neq'];
-  if (field === 'ticket_priority') return ['eq', 'neq'];
-  return ['is_set', 'is_empty'];
+const conditionOps = computed((): AutomationConditionOp[] =>
+  conditionOpsForField(selectedStep.value?.conditionField),
+);
+
+const selectedForm = computed(() =>
+  sourceId.value ? props.forms.find((f) => f.id === sourceId.value) ?? null : null,
+);
+
+const formFields = computed(() =>
+  (selectedForm.value?.fields ?? []).filter((f) => f.fieldType !== 'heading'),
+);
+
+const conditionFormField = computed(() => {
+  const key = selectedStep.value?.conditionKey;
+  return key ? formFields.value.find((f) => f.key === key) ?? null : null;
 });

+const needsConditionValue = computed(() => {
+  const op = selectedStep.value?.conditionOp;
+  return op !== 'is_set' && op !== 'is_empty';
+});
+
+const assignModes = Object.keys(AUTOMATION_ASSIGN_MODE_LABELS) as AutomationAssignMode[];
+
+const dueUnits = [
+  { value: 'now', label: 'همان لحظه (امروز)' },
+  { value: 'hours', label: 'چند ساعت بعد' },
+  { value: 'days', label: 'چند روز بعد' },
+] as const;
+type DueUnit = (typeof dueUnits)[number]['value'];
+
+function dueUnitOf(step: AutomationStep): DueUnit {
+  const m = step.dueOffsetMinutes ?? 0;
+  if (!m) return 'now';
+  return m % 1440 === 0 ? 'days' : 'hours';
+}
+
+function dueAmountOf(step: AutomationStep): number {
+  const m = step.dueOffsetMinutes ?? 0;
+  if (!m) return 0;
+  return m % 1440 === 0 ? m / 1440 : Math.round(m / 60);
+}
+
+function setDue(step: AutomationStep, unit: DueUnit, amount: number) {
+  const n = Math.max(1, Math.trunc(Number(amount) || 1));
+  step.dueOffsetMinutes = unit === 'now' ? 0 : unit === 'days' ? n * 1440 : n * 60;
+}
+
+function toggleUser(step: AutomationStep, id: string, on: boolean) {
+  const cur = new Set(step.assigneeUserIds ?? []);
+  if (on) cur.add(id);
+  else cur.delete(id);
+  step.assigneeUserIds = [...cur];
+}
+
+function setConditionKey(step: AutomationStep, key: string) {
+  step.conditionKey = key || null;
+  const field = formFields.value.find((f) => f.key === key);
+  step.conditionValue = field?.options?.[0] ?? '';
+}
+
 const activityTypes: Array<{ value: ActivityType; label: string }> = [
  { value: 'task', label: 'وظیفه' },
  { value: 'call', label: 'تماس' },
@@ -68,17 +135,22 @@ function setAction(step: AutomationStep, action: AutomationAction) {
  step.action = action;
  if (action === 'add_loyalty_points' && !step.points) step.points = 100;
  if (action === 'create_activity' && !step.activityType) step.activityType = 'task';
+  if (action === 'create_activity' && !step.assignMode) step.assignMode = 'owner';
  if (action === 'create_notification' && !step.notifyChannel) step.notifyChannel = 'app';
 }

 function setConditionField(step: AutomationStep, field: AutomationConditionField) {
  step.conditionField = field;
+  step.conditionKey = null;
  if (field === 'deal_amount') {
    step.conditionOp = 'gte';
    step.conditionValue = typeof step.conditionValue === 'number' ? step.conditionValue : 0;
  } else if (field === 'ticket_priority') {
    step.conditionOp = 'eq';
    step.conditionValue = 'normal';
+  } else if (field === 'form_field') {
+    step.conditionOp = 'contains';
+    step.conditionValue = '';
  } else {
    step.conditionOp = 'is_set';
    step.conditionValue = undefined;
@@ -115,12 +187,38 @@ watch(
          </optgroup>
        </select>
      </label>
+      <label v-if="trigger === 'lead_submitted'">
+        فرم
+        <select v-model="sourceId">
+          <option :value="null">همه فرم‌ها</option>
+          <option v-for="f in forms" :key="f.id" :value="f.id">{{ f.name }}</option>
+        </select>
+      </label>
+      <p v-if="trigger === 'lead_submitted' && !sourceId" class="hint">
+        برای شرط روی پاسخ‌های فرم، یک فرم مشخص را انتخاب کنید.
+      </p>
+      <label>
+        رفتار شرط‌ها
+        <select v-model="chainMode">
+          <option value="branches">{{ AUTOMATION_CHAIN_MODE_LABELS.branches }}</option>
+          <option value="stop">{{ AUTOMATION_CHAIN_MODE_LABELS.stop }}</option>
+        </select>
+      </label>
+      <p v-if="chainMode === 'branches'" class="hint">
+        هر شرط یک شاخه را شروع می‌کند. شرط‌های پشت‌سرهم با «و» ترکیب می‌شوند و فقط
+        عمل‌های بعد از خودشان (تا شرط بعدی) را کنترل می‌کنند؛ مثلاً اگر دو گزینه تیک بخورد، هر دو
+        شاخه اجرا می‌شود.
+      </p>
    </template>

    <template v-else-if="selectedStep && isCondition">
      <h2>گره شرط</h2>
      <p class="hint">
-        اگر شرط برقرار نباشد، عمل‌های بعد از این گره اجرا نمی‌شوند.
+        {{
+          chainMode === 'branches'
+            ? 'اگر شرط برقرار نباشد، فقط عمل‌های این شاخه (تا شرط بعدی) اجرا نمی‌شوند.'
+            : 'اگر شرط برقرار نباشد، عمل‌های بعد از این گره اجرا نمی‌شوند.'
+        }}
      </p>
      <label>
        فیلد
@@ -138,6 +236,21 @@ watch(
          </option>
        </select>
      </label>
+      <template v-if="selectedStep.conditionField === 'form_field'">
+        <p v-if="!selectedForm" class="hint warn">
+          ابتدا در گره محرک یک فرم مشخص انتخاب کنید.
+        </p>
+        <label v-else>
+          فیلد فرم
+          <select
+            :value="selectedStep.conditionKey ?? ''"
+            @change="setConditionKey(selectedStep, ($event.target as HTMLSelectElement).value)"
+          >
+            <option value="" disabled>انتخاب فیلد…</option>
+            <option v-for="f in formFields" :key="f.key" :value="f.key">{{ f.label }}</option>
+          </select>
+        </label>
+      </template>
      <label>
        مقایسه
        <select v-model="selectedStep.conditionOp">
@@ -158,6 +271,18 @@ watch(
          </option>
        </select>
      </label>
+      <template v-if="selectedStep.conditionField === 'form_field' && needsConditionValue">
+        <label v-if="conditionFormField?.options?.length">
+          گزینه
+          <select v-model="selectedStep.conditionValue">
+            <option v-for="o in conditionFormField.options" :key="o" :value="o">{{ o }}</option>
+          </select>
+        </label>
+        <label v-else>
+          مقدار
+          <input v-model.trim="selectedStep.conditionValue" type="text" maxlength="200" />
+        </label>
+      </template>
    </template>

    <template v-else-if="selectedStep">
@@ -207,15 +332,106 @@ watch(
          </option>
        </select>
      </label>
-      <label v-if="selectedStep.action === 'create_activity'">
-        مسئول فعالیت
-        <select v-model="selectedStep.assigneeId">
-          <option :value="null">مسئول معامله / تیکت</option>
-          <option v-for="u in users" :key="u.id" :value="u.id">
+      <template v-if="selectedStep.action === 'create_activity'">
+        <label v-if="activityTypeDefs.length">
+          نوع سفارشی (اختیاری)
+          <select v-model="selectedStep.activityTypeDefId">
+            <option :value="null">— بدون نوع سفارشی —</option>
+            <option v-for="t in activityTypeDefs" :key="t.id" :value="t.id">{{ t.name }}</option>
+          </select>
+        </label>
+
+        <label>
+          تخصیص به
+          <select v-model="selectedStep.assignMode">
+            <option v-for="m in assignModes" :key="m" :value="m">
+              {{ AUTOMATION_ASSIGN_MODE_LABELS[m] }}
+            </option>
+          </select>
+        </label>
+        <label v-if="selectedStep.assignMode === 'user'">
+          کاربر
+          <select v-model="selectedStep.assigneeId">
+            <option :value="null" disabled>انتخاب کاربر…</option>
+            <option v-for="u in users" :key="u.id" :value="u.id">{{ u.fullName }}</option>
+          </select>
+        </label>
+        <template v-else-if="selectedStep.assignMode === 'team_round_robin'">
+          <label>
+            تیم
+            <select v-model="selectedStep.assigneeTeamId">
+              <option :value="null" disabled>انتخاب تیم…</option>
+              <option v-for="t in teams" :key="t.id" :value="t.id">
+                {{ t.name }} ({{ t.memberCount }} نفر)
+              </option>
+            </select>
+          </label>
+          <p v-if="!teams.length" class="hint warn">
+            هنوز تیمی تعریف نشده؛ از «تنظیمات ← تیم‌ها و سطح دسترسی» بسازید.
+          </p>
+        </template>
+        <div v-else-if="selectedStep.assignMode === 'users_round_robin'" class="user-picks">
+          <p class="field-label">کاربران</p>
+          <label v-for="u in users" :key="u.id" class="ch">
+            <input
+              type="checkbox"
+              :checked="(selectedStep.assigneeUserIds ?? []).includes(u.id)"
+              @change="toggleUser(selectedStep, u.id, ($event.target as HTMLInputElement).checked)"
+            />
            {{ u.fullName }}
-          </option>
-        </select>
-      </label>
+          </label>
+        </div>
+        <p
+          v-if="selectedStep.assignMode === 'team_round_robin' || selectedStep.assignMode === 'users_round_robin'"
+          class="hint"
+        >
+          هر بار نفر بعدی به نوبت انتخاب می‌شود تا کارها مساوی تقسیم شوند.
+        </p>
+
+        <div class="due">
+          <label>
+            موعد
+            <select
+              :value="dueUnitOf(selectedStep)"
+              @change="
+                setDue(
+                  selectedStep,
+                  ($event.target as HTMLSelectElement).value as DueUnit,
+                  dueAmountOf(selectedStep) || 1,
+                )
+              "
+            >
+              <option v-for="u in dueUnits" :key="u.value" :value="u.value">{{ u.label }}</option>
+            </select>
+          </label>
+          <label v-if="dueUnitOf(selectedStep) !== 'now'">
+            تعداد
+            <input
+              type="number"
+              min="1"
+              :value="dueAmountOf(selectedStep)"
+              @input="
+                setDue(
+                  selectedStep,
+                  dueUnitOf(selectedStep),
+                  Number(($event.target as HTMLInputElement).value),
+                )
+              "
+            />
+          </label>
+        </div>
+      </template>
+      <p v-if="selectedStep.action === 'create_activity' || selectedStep.action === 'create_notification'" class="hint">
+        در عنوان و متن می‌توانید از
+        <code v-pre>{{title}}</code>، <code v-pre>{{mobile}}</code>، <code v-pre>{{form}}</code> و
+        <code v-pre>{{field.کلید}}</code> استفاده کنید.
+        <template v-if="formFields.length">
+          کلیدها:
+          <span v-for="(f, i) in formFields" :key="f.key">
+            <code>{{ f.key }}</code> ({{ f.label }})<template v-if="i < formFields.length - 1">، </template>
+          </span>
+        </template>
+      </p>

      <template v-if="selectedStep.action === 'create_notification'">
        <p class="field-label">نحوه ارسال</p>
@@ -341,4 +557,35 @@ textarea {
  height: 14px;
  margin: 0;
 }
+
+.hint.warn {
+  color: #b45309;
+}
+
+.hint code {
+  font-size: 0.76rem;
+  background: #f1f5f9;
+  border-radius: 4px;
+  padding: 0 0.25rem;
+  direction: ltr;
+  unicode-bidi: embed;
+}
+
+.user-picks {
+  display: grid;
+  gap: 0.4rem;
+  max-height: 12rem;
+  overflow: auto;
+}
+
+.due {
+  display: grid;
+  grid-template-columns: 1fr auto;
+  gap: 0.5rem;
+  align-items: end;
+}
+
+.due input {
+  width: 5.5rem;
+}
 </style>
@@ -391,6 +391,20 @@ onMounted(() => {
              {{ activity.createdBy?.fullName || '—' }}
            </dd>
          </div>
+          <div v-if="activity.lead">
+            <dt>
+              <UiIcon name="target" :size="15" />
+              لید
+            </dt>
+            <dd>
+              <RouterLink
+                class="lead-link"
+                :to="{ name: 'lead-detail', params: { id: activity.lead.id } }"
+              >
+                {{ activity.lead.title }}
+              </RouterLink>
+            </dd>
+          </div>
          <div>
            <dt>
              <UiIcon name="calendar" :size="15" />
@@ -684,6 +698,16 @@ dd {
  text-align: start;
 }

+.lead-link {
+  color: var(--accent, #0f766e);
+  font-weight: 600;
+  text-decoration: none;
+}
+
+.lead-link:hover {
+  text-decoration: underline;
+}
+
 .person {
  display: flex;
  align-items: center;
@@ -14,12 +14,17 @@ import type { AutomationAddPayload } from '@/components/automations/AutomationCa
 import AutomationInspector from '@/components/automations/AutomationInspector.vue';
 import { toFaDigits } from '@/lib/jalali';
 import type {
+  ActivityTypeDefDto,
  AutomationAction,
+  AutomationChainMode,
+  AutomationConditionField,
  AutomationRuleDto,
  AutomationStep,
  AutomationTrigger,
  CreateAutomationRuleRequest,
+  LeadFormDto,
  OrgUserDto,
+  TeamDto,
 } from '@mento/shared';
 import {
  AUTOMATION_ACTION_LABELS,
@@ -38,16 +43,26 @@ const error = ref('');
 const ok = ref('');
 const items = ref<AutomationRuleDto[]>([]);
 const users = ref<OrgUserDto[]>([]);
+const forms = ref<LeadFormDto[]>([]);
+const teams = ref<TeamDto[]>([]);
+const activityTypeDefs = ref<ActivityTypeDefDto[]>([]);

 const editingId = ref<string | null>(null);
 const name = ref('قانون بدون نام');
 const trigger = ref<AutomationTrigger>('deal_won');
 const isActive = ref(true);
+const sourceId = ref<string | null>(null);
+const chainMode = ref<AutomationChainMode>('branches');
 const steps = ref<AutomationStep[]>([makeStep('create_activity')]);
 const selected = ref<'trigger' | string>('trigger');
 const savedSnap = ref('');

 const dirty = computed(() => snap() !== savedSnap.value);
+const selectedForm = computed(() =>
+  trigger.value === 'lead_submitted' && sourceId.value
+    ? forms.value.find((f) => f.id === sourceId.value) ?? null
+    : null,
+);
 const canSave = computed(
  () => name.value.trim().length >= 2 && Boolean(firstAutomationAction(steps.value)),
 );
@@ -63,19 +78,29 @@ function makeStep(action: AutomationAction): AutomationStep {
    notifyTarget: action === 'create_notification' ? 'staff' : undefined,
    assigneeId: null,
    notifyUserId: null,
+    assignMode: action === 'create_activity' ? 'owner' : undefined,
+    dueOffsetMinutes: action === 'create_activity' ? 0 : undefined,
  };
 }

+function conditionDefaults(field: AutomationConditionField): Partial<AutomationStep> {
+  if (field === 'deal_amount') return { conditionOp: 'gte', conditionValue: 0, conditionKey: null };
+  if (field === 'ticket_priority') {
+    return { conditionOp: 'eq', conditionValue: 'normal', conditionKey: null };
+  }
+  if (field === 'form_field') {
+    return { conditionOp: 'contains', conditionValue: '', conditionKey: null };
+  }
+  return { conditionOp: 'is_set', conditionValue: undefined, conditionKey: null };
+}
+
 function makeCondition(): AutomationStep {
  const field = conditionFieldsForTrigger(trigger.value)[0] ?? 'has_person';
  return {
    id: `s-${Date.now().toString(36)}-${Math.random().toString(36).slice(2, 8)}`,
    kind: 'condition',
    conditionField: field,
-    conditionOp:
-      field === 'deal_amount' ? 'gte' : field === 'ticket_priority' ? 'eq' : 'is_set',
-    conditionValue:
-      field === 'deal_amount' ? 0 : field === 'ticket_priority' ? 'normal' : undefined,
+    ...conditionDefaults(field),
  };
 }

@@ -84,6 +109,8 @@ function snap() {
    name: name.value.trim(),
    trigger: trigger.value,
    isActive: isActive.value,
+    sourceId: sourceId.value,
+    chainMode: chainMode.value,
    steps: steps.value,
  });
 }
@@ -106,6 +133,8 @@ function hydrate(row?: AutomationRuleDto | null) {
    name.value = 'قانون بدون نام';
    trigger.value = 'deal_won';
    isActive.value = true;
+    sourceId.value = null;
+    chainMode.value = 'branches';
    steps.value = [makeStep('create_activity')];
    selected.value = 'trigger';
    markClean();
@@ -115,6 +144,8 @@ function hydrate(row?: AutomationRuleDto | null) {
  name.value = row.name;
  trigger.value = row.trigger;
  isActive.value = row.isActive;
+  sourceId.value = row.config.sourceId ?? null;
+  chainMode.value = row.config.chainMode ?? 'stop';
  steps.value = normalizeAutomationSteps(row.action, row.config).map((s, i) => ({
    ...s,
    id: s.id || `step-${i}`,
@@ -130,6 +161,14 @@ function hydrate(row?: AutomationRuleDto | null) {
    activityType:
      s.activityType ?? (s.action === 'create_activity' ? 'task' : undefined),
    points: s.points ?? (s.action === 'add_loyalty_points' ? 100 : undefined),
+    assignMode:
+      s.assignMode ??
+      (s.action === 'create_activity' ? (s.assigneeId ? 'user' : 'owner') : undefined),
+    assigneeTeamId: s.assigneeTeamId ?? null,
+    assigneeUserIds: s.assigneeUserIds ?? [],
+    dueOffsetMinutes: s.dueOffsetMinutes ?? null,
+    activityTypeDefId: s.activityTypeDefId ?? null,
+    conditionKey: s.conditionKey ?? null,
  }));
  if (!steps.value.length) steps.value = [makeStep('create_activity')];
  selected.value = 'trigger';
@@ -190,12 +229,20 @@ async function load() {
  loading.value = true;
  error.value = '';
  try {
-    const [rulesRes, usersRes] = await Promise.all([
+    const [rulesRes, usersRes, formsRes, teamsRes, typesRes] = await Promise.all([
      api.get<AutomationRuleDto[]>('/automations'),
      api.get<OrgUserDto[]>('/users').catch(() => ({ data: [] as OrgUserDto[] })),
+      api.get<LeadFormDto[]>('/lead-forms').catch(() => ({ data: [] as LeadFormDto[] })),
+      api.get<TeamDto[]>('/teams').catch(() => ({ data: [] as TeamDto[] })),
+      api
+        .get<ActivityTypeDefDto[]>('/activities/types')
+        .catch(() => ({ data: [] as ActivityTypeDefDto[] })),
    ]);
    items.value = rulesRes.data;
    users.value = usersRes.data;
+    forms.value = formsRes.data;
+    teams.value = teamsRes.data;
+    activityTypeDefs.value = typesRes.data.filter((t) => t.isActive && !t.isSystem);
    if (editingId.value) {
      const cur = items.value.find((x) => x.id === editingId.value);
      if (cur && !dirty.value) hydrate(cur);
@@ -223,7 +270,12 @@ async function save() {
      trigger: trigger.value,
      action,
      isActive: isActive.value,
-      config: packAutomationConfig(steps.value),
+      config: packAutomationConfig(steps.value, {
+        sourceId: trigger.value === 'lead_submitted' || trigger.value === 'sms_link_clicked'
+          ? sourceId.value
+          : null,
+        chainMode: chainMode.value,
+      }),
    };
    if (editingId.value) {
      await api.patch(`/automations/${editingId.value}`, payload);
@@ -269,25 +321,15 @@ onMounted(async () => {
  hydrate(items.value[0] ?? null);
 });

-watch(trigger, (next) => {
+watch(trigger, (next, prev) => {
+  if (prev === 'lead_submitted' && next !== 'lead_submitted') sourceId.value = null;
  const allowed = conditionFieldsForTrigger(next);
  const fallback = allowed[0] ?? 'has_person';
  for (const step of steps.value) {
    if (!isAutomationCondition(step)) continue;
    if (step.conditionField && allowed.includes(step.conditionField)) continue;
    step.conditionField = fallback;
-    step.conditionOp =
-      fallback === 'deal_amount'
-        ? 'gte'
-        : fallback === 'ticket_priority'
-          ? 'eq'
-          : 'is_set';
-    step.conditionValue =
-      fallback === 'deal_amount'
-        ? 0
-        : fallback === 'ticket_priority'
-          ? 'normal'
-          : undefined;
+    Object.assign(step, conditionDefaults(fallback));
  }
 });
 </script>
@@ -372,6 +414,10 @@ watch(trigger, (next) => {
            :trigger="trigger"
            :steps="steps"
            :selected="selected"
+            :chain-mode="chainMode"
+            :form="selectedForm"
+            :users="users"
+            :teams="teams"
            @select="selected = $event"
            @add="addStep"
            @remove="removeStep"
@@ -379,8 +425,13 @@ watch(trigger, (next) => {
          <AutomationInspector
            v-model:trigger="trigger"
            v-model:steps="steps"
+            v-model:source-id="sourceId"
+            v-model:chain-mode="chainMode"
            :selected="selected"
            :users="users"
+            :forms="forms"
+            :teams="teams"
+            :activity-type-defs="activityTypeDefs"
          />
        </div>
      </div>
@@ -17,12 +17,15 @@ import {
 } from '@/components/ui';
 import RelatedTasksPanel from '@/components/routines/RelatedTasksPanel.vue';
 import type {
+  ActivityDto,
  ConvertLeadResult,
  LeadDto,
  LeadEventDto,
  LeadStageDto,
  OrgUserDto,
+  PaginatedResponse,
 } from '@mento/shared';
+import { ACTIVITY_TYPE_LABELS } from '@mento/shared';

 type LeadDetail = LeadDto & { events: LeadEventDto[] };

@@ -39,6 +42,7 @@ const okMsg = ref('');
 const lead = ref<LeadDetail | null>(null);
 const stages = ref<LeadStageDto[]>([]);
 const users = ref<OrgUserDto[]>([]);
+const activities = ref<ActivityDto[]>([]);

 const stageId = ref('');
 const assigneeId = ref('');
@@ -85,12 +89,18 @@ async function load() {
  loading.value = true;
  error.value = '';
  try {
-    const [leadRes, stagesRes, usersRes] = await Promise.all([
+    const [leadRes, stagesRes, usersRes, actRes] = await Promise.all([
      api.get<LeadDetail>(`/leads/${id.value}`),
      api.get<LeadStageDto[]>('/leads/stages'),
      api.get<OrgUserDto[]>('/users').catch(() => ({ data: [] as OrgUserDto[] })),
+      api
+        .get<PaginatedResponse<ActivityDto>>('/activities', {
+          params: { filter: 'all', leadId: id.value, limit: 30 },
+        })
+        .catch(() => null),
    ]);
    lead.value = leadRes.data;
+    activities.value = actRes?.data.items ?? [];
    stages.value = stagesRes.data;
    users.value = usersRes.data.filter((u) => u.isActive !== false);
    stageId.value = leadRes.data.stageId;
@@ -394,6 +404,22 @@ onMounted(load);

          <RelatedTasksPanel :entity="{ type: 'lead', id: lead.id, label: lead.title }" />

+          <UiCard v-if="activities.length" title="فعالیت‌های مرتبط">
+            <ul class="lead-acts">
+              <li v-for="a in activities" :key="a.id">
+                <RouterLink :to="{ name: 'activity-detail', params: { id: a.id } }">
+                  <strong>{{ a.title }}</strong>
+                </RouterLink>
+                <span class="muted">
+                  {{ a.typeDef?.name || ACTIVITY_TYPE_LABELS[a.type] }}
+                  · {{ a.assignee?.fullName || 'بدون مسئول' }}
+                  · {{ formatDate(a.dueAt) }}
+                  · {{ a.status === 'done' ? 'انجام شد' : a.status === 'canceled' ? 'لغو شده' : 'باز' }}
+                </span>
+              </li>
+            </ul>
+          </UiCard>
+
          <UiCard title="جدول زمانی">
            <ul v-if="lead.events.length" class="timeline">
              <li v-for="ev in lead.events" :key="ev.id">
@@ -538,6 +564,39 @@ onMounted(load);
  margin-bottom: 0;
 }

+.lead-acts {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: grid;
+  gap: 0.6rem;
+}
+
+.lead-acts li {
+  display: grid;
+  gap: 0.15rem;
+  padding-bottom: 0.55rem;
+  border-bottom: 1px solid #f1f5f9;
+}
+
+.lead-acts li:last-child {
+  border-bottom: 0;
+  padding-bottom: 0;
+}
+
+.lead-acts a {
+  color: inherit;
+  text-decoration: none;
+}
+
+.lead-acts a:hover strong {
+  color: var(--accent, #0f766e);
+}
+
+.lead-acts .muted {
+  font-size: 0.78rem;
+}
+
 .timeline {
  list-style: none;
  margin: 0;