feat(customers): add optional group assignees with OR visibility for people, companies, and birthdays

Co-authored-by: Cursor <cursoragent@cursor.com>

apps/api/prisma/migrations/20261112120000_customer_group_assignees/migration.sql

@@ -0,0 +1,28 @@
+-- مسئولان اختیاری روی گروه‌های مشتری
+CREATE TABLE IF NOT EXISTS "_CustomerGroupAssignees" (
+    "A" TEXT NOT NULL,
+    "B" TEXT NOT NULL
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS "_CustomerGroupAssignees_AB_unique" ON "_CustomerGroupAssignees"("A", "B");
+CREATE INDEX IF NOT EXISTS "_CustomerGroupAssignees_B_index" ON "_CustomerGroupAssignees"("B");
+
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = '_CustomerGroupAssignees_A_fkey'
+  ) THEN
+    ALTER TABLE "_CustomerGroupAssignees"
+      ADD CONSTRAINT "_CustomerGroupAssignees_A_fkey"
+      FOREIGN KEY ("A") REFERENCES "CustomerGroup"("id")
+      ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = '_CustomerGroupAssignees_B_fkey'
+  ) THEN
+    ALTER TABLE "_CustomerGroupAssignees"
+      ADD CONSTRAINT "_CustomerGroupAssignees_B_fkey"
+      FOREIGN KEY ("B") REFERENCES "User"("id")
+      ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+END $$;

apps/api/prisma/schema.prisma

@@ -306,6 +306,7 @@ model User {
   ownedInvoices          Invoice[]                @relation("InvoiceOwner")
   ownedPeople            Person[]                 @relation("PersonOwner")
   ownedCompanies         Company[]                @relation("CompanyOwner")
+  assignedCustomerGroups CustomerGroup[]          @relation("CustomerGroupAssignees")
   financialPartyDocuments FinancialDocument[]     @relation("FinancialDocumentParty")
   ownedProjectCards      ProjectCard[]            @relation("ProjectCardOwner")
   activities             Activity[]               @relation("ActivityAssignee")
@@ -576,6 +577,8 @@ model CustomerGroup {
   children            CustomerGroup[]    @relation("CustomerGroupTree")
   people              PersonGroupLink[]
   companies           CompanyGroupLink[]
+  /// مسئولان گروه — اختیاری؛ اعضای گروه را مثل مشتریان خود می‌بینند
+  assignees           User[]             @relation("CustomerGroupAssignees")
   createdAt           DateTime           @default(now())
   updatedAt           DateTime           @updatedAt
 

apps/api/src/common/data-access.ts

@@ -135,6 +135,23 @@ function orParts<T>(parts: T[]): T | { OR: T[] } | { id: string } {
   return parts.length === 1 ? parts[0]! : { OR: parts };
 }
 
+/** اعضای گروه‌هایی که کاربر مسئولشان است */
+function personViaGroupAssignee(userId: string): Prisma.PersonWhereInput {
+  return {
+    groupLinks: {
+      some: { group: { assignees: { some: { id: userId } } } },
+    },
+  };
+}
+
+function companyViaGroupAssignee(userId: string): Prisma.CompanyWhereInput {
+  return {
+    groupLinks: {
+      some: { group: { assignees: { some: { id: userId } } } },
+    },
+  };
+}
+
 export function customersPersonWhere(
   actor: Pick<Actor, 'userId' | 'role' | 'customersAccess' | 'teamPeerIds'>,
 ): Prisma.PersonWhereInput {
@@ -149,6 +166,8 @@ export function customersPersonWhere(
     });
     if (w) parts.push(w);
   }
+  // مسئول گروه: اتحاد با محدودیت نقش (مالک خودم یا عضو گروه تحت مسئولیت)
+  parts.push(personViaGroupAssignee(actor.userId));
   return orParts(parts);
 }
 
@@ -188,6 +207,7 @@ export function customersCompanyWhere(
     if (!and.length) continue;
     parts.push(and.length === 1 ? and[0]! : { AND: and });
   }
+  parts.push(companyViaGroupAssignee(actor.userId));
   return orParts(parts);
 }
 

apps/api/src/contacts/birthday-month.ts

@@ -60,6 +60,7 @@ export function selectMonthBirthdays(people: BirthdayRow[], now = new Date(), pr
   const upcoming = matched.filter((row) => row.day >= today.jd).sort(byDay);
   const passed = matched.filter((row) => row.day < today.jd).sort(byDay);
   return {
+    year: today.jy,
     month: today.jm,
     monthName: jalaliMonthName(today.jm),
     today: today.jd,

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

@@ -169,6 +169,7 @@ export class CompaniesService {
       fromTahesab: Boolean(g.tahesabGid),
       personCount: 0,
       companyCount: countMap.get(g.id) ?? 0,
+      assignees: [],
     }));
   }
 

apps/api/src/contacts/contacts.module.ts

@@ -3,6 +3,7 @@ import { LoyaltyModule } from '../loyalty/loyalty.module';
 import { AutomationsModule } from '../automations/automations.module';
 import { MessageAutomationsModule } from '../message-automations/message-automations.module';
 import { PublicApiModule } from '../public-api/public-api.module';
+import { NotificationsModule } from '../notifications/notifications.module';
 import { CompaniesController } from './companies.controller';
 import { CompaniesService } from './companies.service';
 import { PeopleController } from './people.controller';
@@ -20,6 +21,7 @@ import { CustomerGroupsModule } from '../customer-groups/customer-groups.module'
     PublicApiModule,
     BehaviorModule,
     CustomerGroupsModule,
+    NotificationsModule,
   ],
   controllers: [PeopleController, CompaniesController],
   providers: [PeopleService, CompaniesService, ContactsExcelService, SameMobileMergeService],

apps/api/src/contacts/dto.ts

@@ -23,6 +23,11 @@ export class BirthdaySmsDto {
   @MinLength(1)
   @MaxLength(500)
   text!: string;
+
+  /** تأیید ارسال مجدد وقتی قبلاً مسئول دیگری تبریک فرستاده */
+  @IsOptional()
+  @IsBoolean()
+  force?: boolean;
 }
 
 export class BulkDeletePeopleDto {

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

@@ -139,6 +139,7 @@ export class PeopleController {
   }
 
   @Get('birthdays')
+  @RequirePermission('customers', { reads: true })
   birthdays(@CurrentUser() user: Actor) {
     return this.peopleService.birthdaysThisMonth(user);
   }
@@ -171,7 +172,7 @@ export class PeopleController {
     @Param('id') id: string,
     @Body() dto: BirthdaySmsDto,
   ) {
-    return this.peopleService.sendBirthdaySms(user, id, dto.text);
+    return this.peopleService.sendBirthdaySms(user, id, dto.text, Boolean(dto.force));
   }
 
   @Get(':id')

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

@@ -22,6 +22,7 @@ import {
   FILTERED_IDS_MAX,
   PERSON_MOODS,
   applyPersonGenderTitle,
+  canViewAllRecords,
   splitPersonHonorific,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
@@ -48,6 +49,7 @@ import {
 import { actorCanAssignToOthers, assertAssigneeSet } from '../common/assign-access';
 import { LoyaltyService } from '../loyalty/loyalty.service';
 import { AutomationsService } from '../automations/automations.service';
+import { NotificationsService } from '../notifications/notifications.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
 import { WebhooksService } from '../public-api/webhooks.service';
 import { GamificationService } from '../gamification/gamification.service';
@@ -157,6 +159,7 @@ export class PeopleService implements OnModuleInit {
     private readonly outboundSms: OutboundSmsLogService,
     private readonly behaviorAccess: BehaviorAccessService,
     private readonly groups: CustomerGroupsService,
+    private readonly notifications: NotificationsService,
   ) {}
 
   private personListWhere(
@@ -349,6 +352,7 @@ export class PeopleService implements OnModuleInit {
       fromTahesab: Boolean(g.tahesabGid),
       personCount: countMap.get(g.id) ?? 0,
       companyCount: 0,
+      assignees: [],
     }));
   }
 
@@ -684,8 +688,8 @@ export class PeopleService implements OnModuleInit {
     const rows = await this.prisma.person.findMany({
       where: {
         organizationId: actor.organizationId,
-        ownerId: actor.userId,
         birthDate: { not: null },
+        ...customersPersonWhere(actor),
       },
       select: {
         id: true,
@@ -732,13 +736,17 @@ export class PeopleService implements OnModuleInit {
     };
   }
 
-  async sendBirthdaySms(actor: Actor, personId: string, text: string) {
+  async sendBirthdaySms(actor: Actor, personId: string, text: string, force = false) {
     const body = text.trim();
     if (!body || body.length > 500) {
       throw new BadRequestException('متن پیامک را تا ۵۰۰ نویسه بنویسید.');
     }
     const person = await this.prisma.person.findFirst({
-      where: { id: personId, organizationId: actor.organizationId },
+      where: {
+        id: personId,
+        organizationId: actor.organizationId,
+        ...customersPersonWhere(actor),
+      },
       select: {
         id: true,
         firstName: true,
@@ -748,11 +756,29 @@ export class PeopleService implements OnModuleInit {
         ownerId: true,
         birthDate: true,
         company: { select: { name: true } },
+        groupLinks: {
+          select: {
+            group: {
+              select: {
+                assignees: { select: { id: true, fullName: true } },
+              },
+            },
+          },
+        },
       },
     });
     if (!person) throw new NotFoundException('مشتری پیدا نشد');
-    if (person.ownerId !== actor.userId) {
-      throw new ForbiddenException('فقط مسئول این مشتری می‌تواند پیامک تبریک بفرستد.');
+    const assigneeIds = new Set(
+      person.groupLinks.flatMap((link) => link.group.assignees.map((a) => a.id)),
+    );
+    const canSend =
+      canViewAllRecords(actor.role) ||
+      person.ownerId === actor.userId ||
+      assigneeIds.has(actor.userId);
+    if (!canSend) {
+      throw new ForbiddenException(
+        'فقط مالک مشتری یا مسئول گروه او می‌تواند پیامک تبریک بفرستد.',
+      );
     }
     if (!person.birthDate) {
       throw new BadRequestException('برای این مشتری تاریخ تولد ثبت نشده است.');
@@ -774,6 +800,32 @@ export class PeopleService implements OnModuleInit {
     const mobile = person.mobile || person.phone;
     if (!mobile) throw new BadRequestException('برای این مشتری شماره موبایل ثبت نشده است.');
     const fullName = `${person.firstName} ${person.lastName}`.trim();
+    const birthdayKey = `birthday:${inMonth.year}-${inMonth.month}`;
+    if (!force) {
+      const prior = await this.prisma.outboundSmsLog.findFirst({
+        where: {
+          organizationId: actor.organizationId,
+          personId: person.id,
+          status: 'sent',
+          sourceId: birthdayKey,
+          NOT: { actorUserId: actor.userId },
+        },
+        orderBy: { createdAt: 'desc' },
+        select: { actorUserId: true },
+      });
+      if (prior) {
+        const priorUser = prior.actorUserId
+          ? await this.prisma.user.findFirst({
+              where: { id: prior.actorUserId },
+              select: { fullName: true },
+            })
+          : null;
+        const who = priorUser?.fullName?.trim() || 'مسئول دیگری';
+        throw new ConflictException(
+          `${who} قبلاً پیامک تبریک این مشتری را فرستاده است. آیا می‌خواهید دوباره بفرستید؟`,
+        );
+      }
+    }
     const message = renderSmsText(body, {
       name: fullName,
       phone: mobile,
@@ -793,6 +845,7 @@ export class PeopleService implements OnModuleInit {
       mobile,
       body: message,
       source: 'manual',
+      sourceId: birthdayKey,
       status: result.ok ? 'sent' : 'failed',
       error: result.ok ? null : result.reason,
       actorUserId: actor.userId,
@@ -806,6 +859,28 @@ export class PeopleService implements OnModuleInit {
             : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
       );
     }
+    const senderName = (
+      await this.prisma.user.findFirst({
+        where: { id: actor.userId },
+        select: { fullName: true },
+      })
+    )?.fullName?.trim() || 'یکی از مسئولان';
+    const peers = [...assigneeIds].filter((id) => id !== actor.userId);
+    await Promise.all(
+      peers.map((userId) =>
+        this.notifications.create({
+          organizationId: actor.organizationId,
+          userId,
+          type: 'birthday_sms_sent',
+          title: 'پیامک تبریک تولد ارسال شد',
+          body: `${senderName} برای «${fullName}» پیامک تبریک فرستاد. اگر لازم است می‌توانید دوباره بفرستید.`,
+          link: `/contacts/people/${person.id}`,
+          entityType: 'person',
+          entityId: person.id,
+          dedupe: false,
+        }),
+      ),
+    );
     return { ok: true };
   }
 

apps/api/src/customer-groups/customer-groups.controller.ts

@@ -8,7 +8,14 @@ import {
   Post,
   UseGuards,
 } from '@nestjs/common';
-import { IsIn, IsOptional, IsString, MaxLength, MinLength } from 'class-validator';
+import {
+  IsArray,
+  IsIn,
+  IsOptional,
+  IsString,
+  MaxLength,
+  MinLength,
+} from 'class-validator';
 import { CUSTOMER_GROUP_COLORS, type CustomerGroupColor } from '@mento/shared';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { RolesGuard } from '../auth/roles.guard';
@@ -26,6 +33,11 @@ class CreateCustomerGroupDto {
   @IsOptional()
   @IsIn([...CUSTOMER_GROUP_COLORS])
   color?: CustomerGroupColor;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  assigneeIds?: string[];
 }
 
 class UpdateCustomerGroupDto {
@@ -43,6 +55,11 @@ class UpdateCustomerGroupDto {
   @IsOptional()
   @IsString()
   parentId?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  assigneeIds?: string[];
 }
 
 @Controller('customer-groups')

apps/api/src/customer-groups/customer-groups.service.ts

@@ -51,26 +51,21 @@ export class CustomerGroupsService {
       include: {
         _count: { select: { people: true, companies: true } },
         parent: { select: { name: true } },
+        assignees: { select: { id: true, fullName: true }, orderBy: { fullName: 'asc' } },
       },
     });
-    return rows.map((r) => ({
-      id: r.id,
-      name: r.name,
-      color: r.color,
-      position: r.position,
-      fromTahesab: Boolean(r.tahesabGid),
-      personCount: r._count.people,
-      companyCount: r._count.companies,
-      parentId: r.parentId,
-      parentName: r.parent?.name ?? null,
-    }));
+    return rows.map((r) => this.toDto(r));
   }
 
   async create(
     organizationId: string,
-    dto: { name: string; color?: CustomerGroupColor },
+    dto: { name: string; color?: CustomerGroupColor; assigneeIds?: string[] },
   ): Promise<CustomerGroupDto> {
     const name = this.cleanName(dto.name);
+    const assigneeIds =
+      dto.assigneeIds !== undefined
+        ? await this.validAssigneeIds(organizationId, dto.assigneeIds)
+        : [];
     const max = await this.prisma.customerGroup.aggregate({
       where: { organizationId },
       _max: { position: true },
@@ -82,6 +77,9 @@ export class CustomerGroupsService {
           name,
           color: this.cleanColor(dto.color),
           position: (max._max.position ?? -1) + 1,
+          ...(assigneeIds.length
+            ? { assignees: { connect: assigneeIds.map((id) => ({ id })) } }
+            : {}),
         },
       });
     } catch (e) {
@@ -93,7 +91,12 @@ export class CustomerGroupsService {
   async update(
     organizationId: string,
     id: string,
-    dto: { name?: string; color?: CustomerGroupColor; parentId?: string | null },
+    dto: {
+      name?: string;
+      color?: CustomerGroupColor;
+      parentId?: string | null;
+      assigneeIds?: string[];
+    },
   ): Promise<CustomerGroupDto> {
     await this.require(organizationId, id);
     const parentId =
@@ -101,6 +104,10 @@ export class CustomerGroupsService {
     if (parentId !== undefined) {
       await this.assertParent(organizationId, id, parentId);
     }
+    const assigneeIds =
+      dto.assigneeIds !== undefined
+        ? await this.validAssigneeIds(organizationId, dto.assigneeIds)
+        : undefined;
     try {
       await this.prisma.customerGroup.update({
         where: { id },
@@ -108,6 +115,9 @@ export class CustomerGroupsService {
           ...(dto.name != null ? { name: this.cleanName(dto.name) } : {}),
           ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
           ...(parentId !== undefined ? { parentId } : {}),
+          ...(assigneeIds !== undefined
+            ? { assignees: { set: assigneeIds.map((uid) => ({ id: uid })) } }
+            : {}),
         },
       });
     } catch (e) {
@@ -317,6 +327,48 @@ export class CustomerGroupsService {
     return link?.group.name ?? null;
   }
 
+  private toDto(r: {
+    id: string;
+    name: string;
+    color: string;
+    position: number;
+    tahesabGid: string | null;
+    parentId: string | null;
+    parent?: { name: string } | null;
+    _count: { people: number; companies: number };
+    assignees: Array<{ id: string; fullName: string }>;
+  }): CustomerGroupDto {
+    return {
+      id: r.id,
+      name: r.name,
+      color: r.color,
+      position: r.position,
+      fromTahesab: Boolean(r.tahesabGid),
+      personCount: r._count.people,
+      companyCount: r._count.companies,
+      parentId: r.parentId,
+      parentName: r.parent?.name ?? null,
+      assignees: r.assignees.map((a) => ({ id: a.id, fullName: a.fullName })),
+    };
+  }
+
+  private async validAssigneeIds(organizationId: string, ids: string[]): Promise<string[]> {
+    const unique = [...new Set((ids ?? []).map((id) => id?.trim()).filter(Boolean))];
+    if (!unique.length) return [];
+    const rows = await this.prisma.user.findMany({
+      where: {
+        id: { in: unique },
+        isActive: true,
+        memberships: { some: { organizationId, isActive: true } },
+      },
+      select: { id: true },
+    });
+    if (rows.length !== unique.length) {
+      throw new BadRequestException('یکی از مسئولان انتخاب‌شده معتبر نیست');
+    }
+    return rows.map((r) => r.id);
+  }
+
   private async require(organizationId: string, id: string) {
     const row = await this.prisma.customerGroup.findFirst({
       where: { id, organizationId },

apps/api/test/record-scope.test.ts

@@ -1,6 +1,11 @@
 import { describe, it } from 'node:test';
 import assert from 'node:assert/strict';
-import { leadsDeepWhere, resolveSectionAccess } from '../src/common/data-access';
+import {
+  customersCompanyWhere,
+  customersPersonWhere,
+  leadsDeepWhere,
+  resolveSectionAccess,
+} from '../src/common/data-access';
 import {
   noteAccessWhere,
   normalizeDataVisibility,
@@ -122,3 +127,49 @@ describe('عمق داده وقتی نقش فقط بعضی بخش‌ها را ذ
     assert.deepEqual(leads.section, { mode: 'rules', rules: [{ owners: ['self'] }] });
   });
 });
+
+describe('مسئول گروه مشتری روی عمق داده', () => {
+  const selfAccess = { mode: 'rules' as const, rules: [{ owners: ['self' as const] }] };
+
+  it('محدودیت self با OR مسئول گروه برای شخص', () => {
+    const where = customersPersonWhere({
+      userId: 'u1',
+      role: 'sales',
+      customersAccess: selfAccess,
+      teamPeerIds: null,
+    });
+    assert.deepEqual(where, {
+      OR: [
+        { ownerId: 'u1' },
+        { groupLinks: { some: { group: { assignees: { some: { id: 'u1' } } } } } },
+      ],
+    });
+  });
+
+  it('محدودیت self با OR مسئول گروه برای شرکت', () => {
+    const where = customersCompanyWhere({
+      userId: 'u1',
+      role: 'sales',
+      customersAccess: selfAccess,
+      teamPeerIds: null,
+    });
+    assert.deepEqual(where, {
+      OR: [
+        { ownerId: 'u1' },
+        { groupLinks: { some: { group: { assignees: { some: { id: 'u1' } } } } } },
+      ],
+    });
+  });
+
+  it('بدون محدودیت عمقی، فیلتر اضافه نمی‌شود', () => {
+    assert.deepEqual(
+      customersPersonWhere({
+        userId: 'u1',
+        role: 'sales',
+        customersAccess: { mode: 'all', rules: [] },
+        teamPeerIds: null,
+      }),
+      {},
+    );
+  });
+});