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

apps/web/src/views/AutomationsSettingsView.vue

@@ -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>