Add standalone Leads module for prospect outreach before customers.

Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.

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

.env.example

@@ -17,7 +17,7 @@ SMS_PASSWORD=
 SMS_SENDER=
 # SMS_BASE_URL=http://smspanel.Trez.ir
 # SMS_SEND_PATH=/SendMessageWithCode.ashx
-# SMS_OTP_TEMPLATE=کد ورود پرتال منتکت: {code}
+# SMS_OTP_TEMPLATE=کد ورود منتکت: {code}
 # SMS_TIMEOUT_MS=20000
 
 # رمزنگاری توکن‌های اتصال حسابداری (ته‌حساب) — ۳۲ بایت به‌صورت hex (۶۴ کاراکتر)

apps/api/prisma/migrations/20260927190000_leads_module/migration.sql

@@ -0,0 +1,113 @@
+-- CreateTable
+CREATE TABLE "LeadStage" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "color" TEXT NOT NULL DEFAULT 'teal',
+    "showOnBoard" BOOLEAN NOT NULL DEFAULT true,
+    "isConverted" BOOLEAN NOT NULL DEFAULT false,
+    "isLost" BOOLEAN NOT NULL DEFAULT false,
+    "isUnqualified" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "LeadStage_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Lead" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "contactName" TEXT,
+    "mobile" TEXT NOT NULL,
+    "phone" TEXT,
+    "city" TEXT,
+    "region" TEXT,
+    "trade" TEXT,
+    "source" TEXT,
+    "notes" TEXT,
+    "estimatedValue" DECIMAL(18,2),
+    "stageId" TEXT NOT NULL,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "assigneeId" TEXT,
+    "createdById" TEXT,
+    "lastContactAt" TIMESTAMP(3),
+    "nextFollowUpAt" TIMESTAMP(3),
+    "convertedPersonId" TEXT,
+    "convertedAt" TIMESTAMP(3),
+    "archivedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Lead_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "LeadEvent" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "leadId" TEXT NOT NULL,
+    "type" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "body" TEXT,
+    "meta" JSONB,
+    "actorId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "LeadEvent_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "LeadImportJob" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "createdById" TEXT,
+    "fileName" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "totalCount" INTEGER NOT NULL DEFAULT 0,
+    "processedCount" INTEGER NOT NULL DEFAULT 0,
+    "successCount" INTEGER NOT NULL DEFAULT 0,
+    "duplicateCount" INTEGER NOT NULL DEFAULT 0,
+    "errorCount" INTEGER NOT NULL DEFAULT 0,
+    "rows" JSONB NOT NULL DEFAULT '[]',
+    "errorSamples" JSONB NOT NULL DEFAULT '[]',
+    "startedAt" TIMESTAMP(3),
+    "finishedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "LeadImportJob_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "LeadStage_organizationId_position_idx" ON "LeadStage"("organizationId", "position");
+CREATE UNIQUE INDEX "LeadStage_organizationId_name_key" ON "LeadStage"("organizationId", "name");
+
+CREATE UNIQUE INDEX "Lead_organizationId_mobile_key" ON "Lead"("organizationId", "mobile");
+CREATE INDEX "Lead_organizationId_stageId_position_idx" ON "Lead"("organizationId", "stageId", "position");
+CREATE INDEX "Lead_organizationId_assigneeId_idx" ON "Lead"("organizationId", "assigneeId");
+CREATE INDEX "Lead_organizationId_nextFollowUpAt_idx" ON "Lead"("organizationId", "nextFollowUpAt");
+CREATE INDEX "Lead_organizationId_lastContactAt_idx" ON "Lead"("organizationId", "lastContactAt");
+CREATE INDEX "Lead_organizationId_archivedAt_idx" ON "Lead"("organizationId", "archivedAt");
+CREATE INDEX "Lead_organizationId_createdAt_idx" ON "Lead"("organizationId", "createdAt");
+CREATE INDEX "Lead_organizationId_city_idx" ON "Lead"("organizationId", "city");
+CREATE INDEX "Lead_organizationId_trade_idx" ON "Lead"("organizationId", "trade");
+CREATE INDEX "Lead_organizationId_source_idx" ON "Lead"("organizationId", "source");
+
+CREATE INDEX "LeadEvent_leadId_createdAt_idx" ON "LeadEvent"("leadId", "createdAt");
+CREATE INDEX "LeadEvent_organizationId_createdAt_idx" ON "LeadEvent"("organizationId", "createdAt");
+
+CREATE INDEX "LeadImportJob_organizationId_status_createdAt_idx" ON "LeadImportJob"("organizationId", "status", "createdAt");
+CREATE INDEX "LeadImportJob_status_createdAt_idx" ON "LeadImportJob"("status", "createdAt");
+
+-- AddForeignKey
+ALTER TABLE "LeadStage" ADD CONSTRAINT "LeadStage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "LeadStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "LeadEvent" ADD CONSTRAINT "LeadEvent_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "LeadEvent" ADD CONSTRAINT "LeadEvent_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "LeadImportJob" ADD CONSTRAINT "LeadImportJob_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/schema.prisma

@@ -203,6 +203,10 @@ model Organization {
   voipConnections        VoipConnection[]
   reservationServices    ReservationService[]
   reservationAppointments ReservationAppointment[]
+  leads                  Lead[]
+  leadStages             LeadStage[]
+  leadEvents             LeadEvent[]
+  leadImportJobs         LeadImportJob[]
 }
 
 model User {
@@ -251,6 +255,8 @@ model User {
   assignedProjectCards ProjectCard[] @relation("ProjectCardAssignees")
   teamMemberships TeamMember[]
   reservationAssignments ReservationAppointment[] @relation("ReservationAssignee")
+  assignedLeads  Lead[]       @relation("LeadAssignee")
+  createdLeads   Lead[]       @relation("LeadCreator")
   createdAt      DateTime     @default(now())
   updatedAt      DateTime     @updatedAt
 
@@ -1922,3 +1928,116 @@ model ReservationAppointment {
   @@index([personId])
   @@index([assigneeId, startsAt])
 }
+
+/// مرحله/وضعیت لید — هم لیست وضعیت و هم ستون Kanban
+model LeadStage {
+  id             String       @id @default(cuid())
+  organizationId String
+  organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  name           String
+  position       Int          @default(0)
+  color          String       @default("teal")
+  /// نمایش در تخته Kanban
+  showOnBoard    Boolean      @default(true)
+  isConverted    Boolean      @default(false)
+  isLost         Boolean      @default(false)
+  isUnqualified  Boolean      @default(false)
+  leads          Lead[]
+  createdAt      DateTime     @default(now())
+  updatedAt      DateTime     @updatedAt
+
+  @@index([organizationId, position])
+  @@unique([organizationId, name])
+}
+
+/// مخاطب بالقوه — جدا از Person/مشتری
+model Lead {
+  id               String       @id @default(cuid())
+  organizationId   String
+  organization     Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  /// نام فروشگاه / شخص / عنوان نمایشی
+  title            String
+  /// نام مالک یا مسئول
+  contactName      String?
+  mobile           String
+  phone            String?
+  city             String?
+  region           String?
+  /// صنف
+  trade            String?
+  source           String?
+  notes            String?
+  estimatedValue   Decimal?     @db.Decimal(18, 2)
+  stageId          String
+  stage            LeadStage    @relation(fields: [stageId], references: [id], onDelete: Restrict)
+  position         Int          @default(0)
+  assigneeId       String?
+  assignee         User?        @relation("LeadAssignee", fields: [assigneeId], references: [id], onDelete: SetNull)
+  createdById      String?
+  createdBy        User?        @relation("LeadCreator", fields: [createdById], references: [id], onDelete: SetNull)
+  lastContactAt    DateTime?
+  nextFollowUpAt   DateTime?
+  /// شخص مشتری پس از تبدیل
+  convertedPersonId String?
+  convertedAt      DateTime?
+  archivedAt       DateTime?
+  events           LeadEvent[]
+  createdAt        DateTime     @default(now())
+  updatedAt        DateTime     @updatedAt
+
+  @@unique([organizationId, mobile])
+  @@index([organizationId, stageId, position])
+  @@index([organizationId, assigneeId])
+  @@index([organizationId, nextFollowUpAt])
+  @@index([organizationId, lastContactAt])
+  @@index([organizationId, archivedAt])
+  @@index([organizationId, createdAt])
+  @@index([organizationId, city])
+  @@index([organizationId, trade])
+  @@index([organizationId, source])
+}
+
+model LeadEvent {
+  id             String       @id @default(cuid())
+  organizationId String
+  organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  leadId         String
+  lead           Lead         @relation(fields: [leadId], references: [id], onDelete: Cascade)
+  /// created | assigned | stage_changed | call | note | task | follow_up | converted | archived | import
+  type           String
+  title          String
+  body           String?
+  meta           Json?
+  actorId        String?
+  createdAt      DateTime     @default(now())
+
+  @@index([leadId, createdAt])
+  @@index([organizationId, createdAt])
+}
+
+/// ایمپورت پس‌زمینه فایل اکسل لید
+model LeadImportJob {
+  id             String       @id @default(cuid())
+  organizationId String
+  organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  createdById    String?
+  fileName       String?
+  /// pending | processing | done | failed
+  status         String       @default("pending")
+  totalCount     Int          @default(0)
+  processedCount Int          @default(0)
+  successCount   Int          @default(0)
+  duplicateCount Int          @default(0)
+  errorCount     Int          @default(0)
+  /// ردیف‌های خام [{...}]
+  rows           Json         @default("[]")
+  /// خلاصه خطاها
+  errorSamples   Json         @default("[]")
+  startedAt      DateTime?
+  finishedAt     DateTime?
+  createdAt      DateTime     @default(now())
+  updatedAt      DateTime     @updatedAt
+
+  @@index([organizationId, status, createdAt])
+  @@index([status, createdAt])
+}

apps/api/src/app.module.ts

@@ -42,6 +42,7 @@ import { TeamsModule } from './teams/teams.module';
 import { WooCommerceModule } from './integrations/woocommerce/woocommerce.module';
 import { VoipModule } from './integrations/voip/voip.module';
 import { ReservationsModule } from './reservations/reservations.module';
+import { LeadsModule } from './leads/leads.module';
 
 @Module({
   imports: [
@@ -61,6 +62,7 @@ import { ReservationsModule } from './reservations/reservations.module';
     OrgRolesModule,
     OrganizationsModule,
     ContactsModule,
+    LeadsModule,
     PipelinesModule,
     ActivitiesModule,
     NotesModule,

apps/api/src/auth/auth.service.ts

@@ -77,7 +77,8 @@ function maskEmail(email: string): string {
 
 function maskMobile(mobile: string): string {
   if (mobile.length < 4) return '****';
-  return `${mobile.slice(0, 4)}***${mobile.slice(-2)}`;
+  // نمایش RTL: دو رقم آخر سپس *** سپس پیش‌شماره (مثلاً 69***0913)
+  return `${mobile.slice(-2)}***${mobile.slice(0, 4)}`;
 }
 
 function generateOtp(): string {

apps/api/src/common/sms.service.ts

@@ -1,6 +1,5 @@
 import { Injectable, Logger } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
-import { brand } from '@mento/shared';
 
 /** پنل ترِز / رایگان — همان الگوی montime */
 const SMS_TREZ_DEFAULT_BASE_URL = 'http://smspanel.Trez.ir';
@@ -44,8 +43,8 @@ export class SmsService {
 
   async sendOtpSms(mobile: string, code: string): Promise<boolean> {
     const template =
-      this.config.get<string>('SMS_OTP_TEMPLATE') ??
-      `کد ورود پرتال ${brand.nameFa}: {code}`;
+      this.config.get<string>('SMS_OTP_TEMPLATE')?.trim() ||
+      `کد ورود منتکت: {code}`;
     const text = template.replace('{code}', code);
     const result = await this.sendSmsDetailed(mobile, text);
     return result.ok;

apps/api/src/leads/dto.ts

@@ -0,0 +1,119 @@
+import {
+  IsArray,
+  IsBoolean,
+  IsIn,
+  IsNumber,
+  IsOptional,
+  IsString,
+  MinLength,
+} from 'class-validator';
+
+export class CreateLeadDto {
+  @IsString()
+  @MinLength(1)
+  title!: string;
+
+  @IsString()
+  @MinLength(5)
+  mobile!: string;
+
+  @IsOptional() @IsString() contactName?: string;
+  @IsOptional() @IsString() phone?: string;
+  @IsOptional() @IsString() city?: string;
+  @IsOptional() @IsString() region?: string;
+  @IsOptional() @IsString() trade?: string;
+  @IsOptional() @IsString() source?: string;
+  @IsOptional() @IsString() notes?: string;
+  @IsOptional() @IsNumber() estimatedValue?: number;
+  @IsOptional() @IsString() stageId?: string;
+  @IsOptional() @IsString() assigneeId?: string | null;
+  @IsOptional() @IsString() nextFollowUpAt?: string | null;
+}
+
+export class UpdateLeadDto {
+  @IsOptional() @IsString() @MinLength(1) title?: string;
+  @IsOptional() @IsString() @MinLength(5) mobile?: string;
+  @IsOptional() @IsString() contactName?: string | null;
+  @IsOptional() @IsString() phone?: string | null;
+  @IsOptional() @IsString() city?: string | null;
+  @IsOptional() @IsString() region?: string | null;
+  @IsOptional() @IsString() trade?: string | null;
+  @IsOptional() @IsString() source?: string | null;
+  @IsOptional() @IsString() notes?: string | null;
+  @IsOptional() @IsNumber() estimatedValue?: number | null;
+  @IsOptional() @IsString() stageId?: string;
+  @IsOptional() @IsString() assigneeId?: string | null;
+  @IsOptional() @IsString() nextFollowUpAt?: string | null;
+  @IsOptional() @IsString() lastContactAt?: string | null;
+}
+
+export class MoveLeadDto {
+  @IsString() stageId!: string;
+  @IsOptional() @IsNumber() position?: number;
+}
+
+export class AssignLeadsDto {
+  @IsArray() @IsString({ each: true }) leadIds!: string[];
+  @IsString() assigneeId!: string;
+}
+
+export class BulkLeadStageDto {
+  @IsArray() @IsString({ each: true }) leadIds!: string[];
+  @IsString() stageId!: string;
+}
+
+export class AutoAssignLeadsDto {
+  @IsOptional() @IsIn(['round_robin', 'equal_split']) rule?: string;
+  @IsOptional() @IsArray() @IsString({ each: true }) leadIds?: string[];
+  @IsOptional() @IsArray() @IsString({ each: true }) assigneeIds?: string[];
+  @IsOptional() @IsBoolean() onlyUnassigned?: boolean;
+}
+
+export class LeadCallLogDto {
+  @IsOptional() @IsString() outcome?: string;
+  @IsOptional() @IsString() body?: string;
+  @IsOptional() @IsString() nextFollowUpAt?: string | null;
+  @IsOptional() @IsString() stageId?: string;
+}
+
+export class LeadNoteDto {
+  @IsString() @MinLength(1) body!: string;
+}
+
+export class LeadFollowUpDto {
+  @IsString() nextFollowUpAt!: string;
+  @IsOptional() @IsString() body?: string;
+}
+
+export class ConvertLeadDto {
+  @IsOptional() @IsString() firstName?: string;
+  @IsOptional() @IsString() lastName?: string;
+}
+
+export class CreateLeadStageDto {
+  @IsString() @MinLength(1) name!: string;
+  @IsOptional() @IsString() color?: string;
+  @IsOptional() @IsBoolean() showOnBoard?: boolean;
+  @IsOptional() @IsBoolean() isConverted?: boolean;
+  @IsOptional() @IsBoolean() isLost?: boolean;
+  @IsOptional() @IsBoolean() isUnqualified?: boolean;
+}
+
+export class UpdateLeadStageDto {
+  @IsOptional() @IsString() @MinLength(1) name?: string;
+  @IsOptional() @IsString() color?: string;
+  @IsOptional() @IsBoolean() showOnBoard?: boolean;
+  @IsOptional() @IsBoolean() isConverted?: boolean;
+  @IsOptional() @IsBoolean() isLost?: boolean;
+  @IsOptional() @IsBoolean() isUnqualified?: boolean;
+  @IsOptional() @IsNumber() position?: number;
+}
+
+export class ReorderLeadStagesDto {
+  @IsArray() @IsString({ each: true }) stageIds!: string[];
+}
+
+export class ImportLeadsDto {
+  @IsArray() rows!: Array<Record<string, unknown>>;
+  @IsOptional() @IsString() fileName?: string;
+}

apps/api/src/leads/lead-stages.service.ts

@@ -0,0 +1,172 @@
+import { Injectable } from '@nestjs/common';
+import type { LeadStageDto } from '@mento/shared';
+import { PrismaService } from '../prisma/prisma.service';
+
+const DEFAULT_STAGES: Array<{
+  name: string;
+  color: string;
+  isConverted?: boolean;
+  isLost?: boolean;
+  isUnqualified?: boolean;
+}> = [
+  { name: 'جدید', color: 'sky' },
+  { name: 'تماس اولیه', color: 'teal' },
+  { name: 'عدم پاسخ', color: 'amber' },
+  { name: 'پیگیری مجدد', color: 'amber' },
+  { name: 'تماس موفق', color: 'mint' },
+  { name: 'علاقه‌مند', color: 'violet' },
+  { name: 'واجد شرایط', color: 'violet' },
+  { name: 'مذاکره', color: 'peach' },
+  { name: 'آماده خرید', color: 'rose' },
+  { name: 'تبدیل‌شده', color: 'teal', isConverted: true },
+  { name: 'از دست رفته', color: 'rose', isLost: true },
+  { name: 'نامرتبط', color: 'amber', isUnqualified: true },
+];
+
+@Injectable()
+export class LeadStagesService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async ensureDefaults(organizationId: string): Promise<void> {
+    const count = await this.prisma.leadStage.count({
+      where: { organizationId },
+    });
+    if (count > 0) return;
+    await this.prisma.leadStage.createMany({
+      data: DEFAULT_STAGES.map((s, i) => ({
+        organizationId,
+        name: s.name,
+        position: i,
+        color: s.color,
+        showOnBoard: true,
+        isConverted: Boolean(s.isConverted),
+        isLost: Boolean(s.isLost),
+        isUnqualified: Boolean(s.isUnqualified),
+      })),
+    });
+  }
+
+  async list(organizationId: string): Promise<LeadStageDto[]> {
+    await this.ensureDefaults(organizationId);
+    const rows = await this.prisma.leadStage.findMany({
+      where: { organizationId },
+      orderBy: { position: 'asc' },
+      include: { _count: { select: { leads: true } } },
+    });
+    return rows.map((r) => this.toDto(r));
+  }
+
+  async create(
+    organizationId: string,
+    dto: {
+      name: string;
+      color?: string;
+      showOnBoard?: boolean;
+      isConverted?: boolean;
+      isLost?: boolean;
+      isUnqualified?: boolean;
+    },
+  ): Promise<LeadStageDto> {
+    await this.ensureDefaults(organizationId);
+    const max = await this.prisma.leadStage.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    const row = await this.prisma.leadStage.create({
+      data: {
+        organizationId,
+        name: dto.name.trim(),
+        color: dto.color?.trim() || 'teal',
+        showOnBoard: dto.showOnBoard !== false,
+        isConverted: Boolean(dto.isConverted),
+        isLost: Boolean(dto.isLost),
+        isUnqualified: Boolean(dto.isUnqualified),
+        position: (max._max.position ?? -1) + 1,
+      },
+      include: { _count: { select: { leads: true } } },
+    });
+    return this.toDto(row);
+  }
+
+  async update(
+    organizationId: string,
+    id: string,
+    dto: {
+      name?: string;
+      color?: string;
+      showOnBoard?: boolean;
+      isConverted?: boolean;
+      isLost?: boolean;
+      isUnqualified?: boolean;
+      position?: number;
+    },
+  ): Promise<LeadStageDto> {
+    await this.prisma.leadStage.updateMany({
+      where: { id, organizationId },
+      data: {
+        ...(dto.name != null ? { name: dto.name.trim() } : {}),
+        ...(dto.color != null ? { color: dto.color } : {}),
+        ...(dto.showOnBoard != null ? { showOnBoard: dto.showOnBoard } : {}),
+        ...(dto.isConverted != null ? { isConverted: dto.isConverted } : {}),
+        ...(dto.isLost != null ? { isLost: dto.isLost } : {}),
+        ...(dto.isUnqualified != null
+          ? { isUnqualified: dto.isUnqualified }
+          : {}),
+        ...(dto.position != null ? { position: dto.position } : {}),
+      },
+    });
+    const row = await this.prisma.leadStage.findFirstOrThrow({
+      where: { id, organizationId },
+      include: { _count: { select: { leads: true } } },
+    });
+    return this.toDto(row);
+  }
+
+  async reorder(organizationId: string, stageIds: string[]): Promise<LeadStageDto[]> {
+    await this.prisma.$transaction(
+      stageIds.map((id, position) =>
+        this.prisma.leadStage.updateMany({
+          where: { id, organizationId },
+          data: { position },
+        }),
+      ),
+    );
+    return this.list(organizationId);
+  }
+
+  async remove(organizationId: string, id: string): Promise<void> {
+    const stage = await this.prisma.leadStage.findFirst({
+      where: { id, organizationId },
+      include: { _count: { select: { leads: true } } },
+    });
+    if (!stage) return;
+    if (stage._count.leads > 0) {
+      throw new Error('مرحله‌ای که لید دارد قابل حذف نیست');
+    }
+    await this.prisma.leadStage.delete({ where: { id } });
+  }
+
+  private toDto(row: {
+    id: string;
+    name: string;
+    position: number;
+    color: string;
+    showOnBoard: boolean;
+    isConverted: boolean;
+    isLost: boolean;
+    isUnqualified: boolean;
+    _count?: { leads: number };
+  }): LeadStageDto {
+    return {
+      id: row.id,
+      name: row.name,
+      position: row.position,
+      color: row.color,
+      showOnBoard: row.showOnBoard,
+      isConverted: row.isConverted,
+      isLost: row.isLost,
+      isUnqualified: row.isUnqualified,
+      leadCount: row._count?.leads,
+    };
+  }
+}

apps/api/src/leads/leads-import.service.ts

@@ -0,0 +1,212 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { Cron } from '@nestjs/schedule';
+import { Prisma } from '@prisma/client';
+import type { LeadImportJobDto } from '@mento/shared';
+import { PrismaService } from '../prisma/prisma.service';
+import { LeadStagesService } from './lead-stages.service';
+import { LeadsService } from './leads.service';
+
+@Injectable()
+export class LeadsImportService {
+  private readonly logger = new Logger(LeadsImportService.name);
+  private running = false;
+
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly stages: LeadStagesService,
+    private readonly leads: LeadsService,
+  ) {}
+
+  async enqueue(
+    organizationId: string,
+    createdById: string,
+    rows: Array<Record<string, unknown>>,
+    fileName?: string,
+  ): Promise<LeadImportJobDto> {
+    await this.stages.ensureDefaults(organizationId);
+    const normalized = rows.map((r) => this.normalizeRow(r));
+    const job = await this.prisma.leadImportJob.create({
+      data: {
+        organizationId,
+        createdById,
+        fileName: fileName ?? null,
+        status: 'pending',
+        totalCount: normalized.length,
+        rows: normalized as unknown as Prisma.InputJsonValue,
+      },
+    });
+    return this.toDto(job);
+  }
+
+  async getJob(
+    organizationId: string,
+    id: string,
+  ): Promise<LeadImportJobDto | null> {
+    const job = await this.prisma.leadImportJob.findFirst({
+      where: { id, organizationId },
+    });
+    return job ? this.toDto(job) : null;
+  }
+
+  @Cron('*/1 * * * *')
+  async processDue(): Promise<number> {
+    if (this.running) return 0;
+    this.running = true;
+    try {
+      const jobs = await this.prisma.leadImportJob.findMany({
+        where: { status: 'pending' },
+        orderBy: { createdAt: 'asc' },
+        take: 2,
+      });
+      for (const job of jobs) {
+        await this.processJob(job.id);
+      }
+      return jobs.length;
+    } finally {
+      this.running = false;
+    }
+  }
+
+  private async processJob(id: string): Promise<void> {
+    const claimed = await this.prisma.leadImportJob.updateMany({
+      where: { id, status: 'pending' },
+      data: { status: 'processing', startedAt: new Date() },
+    });
+    if (!claimed.count) return;
+
+    const job = await this.prisma.leadImportJob.findUnique({ where: { id } });
+    if (!job) return;
+
+    const stages = await this.stages.list(job.organizationId);
+    const defaultStageId = stages[0]?.id;
+    if (!defaultStageId) {
+      await this.prisma.leadImportJob.update({
+        where: { id },
+        data: {
+          status: 'failed',
+          finishedAt: new Date(),
+          errorSamples: ['مرحله پیش‌فرض لید وجود ندارد'],
+        },
+      });
+      return;
+    }
+
+    const rows = (job.rows as Array<Record<string, string>>) ?? [];
+    const errorSamples: string[] = [];
+    let success = 0;
+    let duplicate = 0;
+    let error = 0;
+    let processed = 0;
+
+    const BATCH = 50;
+    for (let i = 0; i < rows.length; i += BATCH) {
+      const chunk = rows.slice(i, i + BATCH);
+      for (const row of chunk) {
+        const result = await this.leads.createFromImportRow(
+          job.organizationId,
+          job.createdById,
+          row,
+          defaultStageId,
+        );
+        processed += 1;
+        if (result === 'ok') success += 1;
+        else if (result === 'duplicate') duplicate += 1;
+        else {
+          error += 1;
+          if (errorSamples.length < 20) {
+            errorSamples.push(
+              `ردیف ${processed}: ${row.title || row.mobile || 'نامعتبر'}`,
+            );
+          }
+        }
+      }
+      await this.prisma.leadImportJob.update({
+        where: { id },
+        data: {
+          processedCount: processed,
+          successCount: success,
+          duplicateCount: duplicate,
+          errorCount: error,
+          errorSamples,
+        },
+      });
+    }
+
+    await this.prisma.leadImportJob.update({
+      where: { id },
+      data: {
+        status: 'done',
+        processedCount: processed,
+        successCount: success,
+        duplicateCount: duplicate,
+        errorCount: error,
+        errorSamples,
+        finishedAt: new Date(),
+        rows: [],
+      },
+    });
+    this.logger.log(
+      `Lead import ${id}: ok=${success} dup=${duplicate} err=${error}`,
+    );
+  }
+
+  private normalizeRow(raw: Record<string, unknown>): Record<string, string> {
+    const get = (...keys: string[]) => {
+      for (const k of keys) {
+        const direct = raw[k];
+        if (direct != null && String(direct).trim()) return String(direct).trim();
+        const found = Object.entries(raw).find(
+          ([key]) => key.trim().toLowerCase() === k.toLowerCase(),
+        );
+        if (found?.[1] != null && String(found[1]).trim()) {
+          return String(found[1]).trim();
+        }
+      }
+      return '';
+    };
+    return {
+      title: get('title', 'نام', 'نام فروشگاه', 'فروشگاه', 'shop', 'name'),
+      contactName: get('contactName', 'مالک', 'مسئول', 'نام مالک', 'owner'),
+      mobile: get('mobile', 'موبایل', 'شماره', 'شماره تماس', 'phone', 'tel'),
+      phone: get('phone', 'تلفن'),
+      city: get('city', 'شهر'),
+      region: get('region', 'منطقه', 'محله'),
+      trade: get('trade', 'صنف', 'رسته'),
+      source: get('source', 'منبع', 'منبع لید'),
+      notes: get('notes', 'توضیحات', 'یادداشت'),
+    };
+  }
+
+  private toDto(job: {
+    id: string;
+    fileName: string | null;
+    status: string;
+    totalCount: number;
+    processedCount: number;
+    successCount: number;
+    duplicateCount: number;
+    errorCount: number;
+    errorSamples: unknown;
+    startedAt: Date | null;
+    finishedAt: Date | null;
+    createdAt: Date;
+  }): LeadImportJobDto {
+    const samples = Array.isArray(job.errorSamples)
+      ? job.errorSamples.map((s) => String(s))
+      : [];
+    return {
+      id: job.id,
+      fileName: job.fileName,
+      status: job.status,
+      totalCount: job.totalCount,
+      processedCount: job.processedCount,
+      successCount: job.successCount,
+      duplicateCount: job.duplicateCount,
+      errorCount: job.errorCount,
+      errorSamples: samples,
+      startedAt: job.startedAt?.toISOString() ?? null,
+      finishedAt: job.finishedAt?.toISOString() ?? null,
+      createdAt: job.createdAt.toISOString(),
+    };
+  }
+}

apps/api/src/leads/leads.controller.ts

@@ -0,0 +1,351 @@
+import {
+  BadRequestException,
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  Res,
+  StreamableFile,
+  UploadedFile,
+  UseGuards,
+  UseInterceptors,
+} from '@nestjs/common';
+import { FileInterceptor } from '@nestjs/platform-express';
+import type { Response } from 'express';
+import ExcelJS from 'exceljs';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RolesGuard } from '../auth/roles.guard';
+import { Roles } from '../auth/roles.decorator';
+import { CurrentUser } from '../auth/current-user.decorator';
+import type { Actor } from '../common/record-scope';
+import { OrgModuleGuard } from '../billing/org-module.guard';
+import { RequireOrgModule } from '../billing/org-module.decorator';
+import { cellStr } from '../common/excel';
+import { brand } from '@mento/shared';
+import {
+  AssignLeadsDto,
+  AutoAssignLeadsDto,
+  BulkLeadStageDto,
+  ConvertLeadDto,
+  CreateLeadDto,
+  CreateLeadStageDto,
+  ImportLeadsDto,
+  LeadCallLogDto,
+  LeadFollowUpDto,
+  LeadNoteDto,
+  MoveLeadDto,
+  ReorderLeadStagesDto,
+  UpdateLeadDto,
+  UpdateLeadStageDto,
+} from './dto';
+import { LeadStagesService } from './lead-stages.service';
+import { LeadsImportService } from './leads-import.service';
+import { LeadsService } from './leads.service';
+
+@Controller('leads')
+@UseGuards(JwtAuthGuard, OrgModuleGuard)
+@RequireOrgModule('leads')
+export class LeadsController {
+  constructor(
+    private readonly leads: LeadsService,
+    private readonly stages: LeadStagesService,
+    private readonly imports: LeadsImportService,
+  ) {}
+
+  @Get('stats')
+  stats(@CurrentUser() user: Actor) {
+    return this.leads.stats(user);
+  }
+
+  @Get('board')
+  board(@CurrentUser() user: Actor) {
+    return this.leads.board(user);
+  }
+
+  @Get('stages')
+  listStages(@CurrentUser() user: Actor) {
+    return this.stages.list(user.organizationId);
+  }
+
+  @Post('stages')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createStage(@CurrentUser() user: Actor, @Body() dto: CreateLeadStageDto) {
+    return this.stages.create(user.organizationId, dto);
+  }
+
+  @Patch('stages/reorder')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  reorderStages(@CurrentUser() user: Actor, @Body() dto: ReorderLeadStagesDto) {
+    return this.stages.reorder(user.organizationId, dto.stageIds);
+  }
+
+  @Patch('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateStage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateLeadStageDto,
+  ) {
+    return this.stages.update(user.organizationId, id, dto);
+  }
+
+  @Delete('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeStage(@CurrentUser() user: Actor, @Param('id') id: string) {
+    try {
+      await this.stages.remove(user.organizationId, id);
+      return { ok: true };
+    } catch (e) {
+      throw new BadRequestException(
+        e instanceof Error ? e.message : 'حذف مرحله ناموفق بود',
+      );
+    }
+  }
+
+  @Get('duplicate-check')
+  checkDuplicate(
+    @CurrentUser() user: Actor,
+    @Query('mobile') mobile: string,
+  ) {
+    return this.leads.checkDuplicate(user, mobile ?? '');
+  }
+
+  @Get('imports/:id')
+  getImport(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.imports.getJob(user.organizationId, id);
+  }
+
+  @Post('import')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  importRows(@CurrentUser() user: Actor, @Body() dto: ImportLeadsDto) {
+    if (!dto.rows?.length) {
+      throw new BadRequestException('ردیفی برای ایمپورت نیست');
+    }
+    return this.imports.enqueue(
+      user.organizationId,
+      user.userId,
+      dto.rows,
+      dto.fileName,
+    );
+  }
+
+  @Post('import/file')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  @UseInterceptors(FileInterceptor('file'))
+  async importFile(
+    @CurrentUser() user: Actor,
+    @UploadedFile() file?: Express.Multer.File,
+  ) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    const wb = new ExcelJS.Workbook();
+    await wb.xlsx.load(Uint8Array.from(file.buffer) as unknown as ExcelJS.Buffer);
+    const sheet = wb.worksheets[0];
+    if (!sheet) throw new BadRequestException('برگه اکسل خالی است');
+    const headerRow = sheet.getRow(1);
+    const headers: string[] = [];
+    headerRow.eachCell({ includeEmpty: true }, (cell, col) => {
+      headers[col - 1] = cellStr(cell.value);
+    });
+    const rows: Array<Record<string, string>> = [];
+    sheet.eachRow({ includeEmpty: false }, (row, rowNumber) => {
+      if (rowNumber === 1) return;
+      const obj: Record<string, string> = {};
+      headers.forEach((h, i) => {
+        if (!h) return;
+        obj[h] = cellStr(row.getCell(i + 1).value);
+      });
+      if (Object.values(obj).some((v) => v.trim())) rows.push(obj);
+    });
+    return this.imports.enqueue(
+      user.organizationId,
+      user.userId,
+      rows,
+      file.originalname,
+    );
+  }
+
+  @Get('export')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async export(
+    @CurrentUser() user: Actor,
+    @Res({ passthrough: true }) res: Response,
+  ) {
+    const data = await this.leads.list(user, { page: 1, limit: 5000 });
+    const wb = new ExcelJS.Workbook();
+    const sheet = wb.addWorksheet('leads');
+    sheet.addRow([
+      'نام',
+      'موبایل',
+      'مالک',
+      'شهر',
+      'منطقه',
+      'صنف',
+      'وضعیت',
+      'کارشناس',
+      'منبع',
+      'پیگیری بعدی',
+      'آخرین تماس',
+    ]);
+    for (const l of data.items) {
+      sheet.addRow([
+        l.title,
+        l.mobile,
+        l.contactName,
+        l.city,
+        l.region,
+        l.trade,
+        l.stageName,
+        l.assigneeName,
+        l.source,
+        l.nextFollowUpAt,
+        l.lastContactAt,
+      ]);
+    }
+    const buffer = Buffer.from(await wb.xlsx.writeBuffer());
+    res.set({
+      'Content-Type':
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+      'Content-Disposition': `attachment; filename="${brand.filePrefix}-leads.xlsx"`,
+    });
+    return new StreamableFile(buffer);
+  }
+
+  @Get()
+  list(
+    @CurrentUser() user: Actor,
+    @Query('q') q?: string,
+    @Query('page') page?: string,
+    @Query('limit') limit?: string,
+    @Query('stageId') stageId?: string,
+    @Query('assigneeId') assigneeId?: string,
+    @Query('city') city?: string,
+    @Query('trade') trade?: string,
+    @Query('source') source?: string,
+    @Query('unassigned') unassigned?: string,
+    @Query('archived') archived?: string,
+    @Query('sort') sort?: string,
+  ) {
+    return this.leads.list(user, {
+      q,
+      page: page ? Number(page) : 1,
+      limit: limit ? Number(limit) : 20,
+      stageId,
+      assigneeId,
+      city,
+      trade,
+      source,
+      unassigned: unassigned === '1' || unassigned === 'true',
+      archived: archived === '1' || archived === 'true',
+      sort,
+    });
+  }
+
+  @Post()
+  create(@CurrentUser() user: Actor, @Body() dto: CreateLeadDto) {
+    return this.leads.create(user, dto);
+  }
+
+  @Post('assign')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  assign(@CurrentUser() user: Actor, @Body() dto: AssignLeadsDto) {
+    return this.leads
+      .assign(user, dto.leadIds, dto.assigneeId)
+      .then((count) => ({ count }));
+  }
+
+  @Post('bulk-stage')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  bulkStage(@CurrentUser() user: Actor, @Body() dto: BulkLeadStageDto) {
+    return this.leads
+      .bulkStage(user, dto.leadIds, dto.stageId)
+      .then((count) => ({ count }));
+  }
+
+  @Post('auto-assign')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  autoAssign(@CurrentUser() user: Actor, @Body() dto: AutoAssignLeadsDto) {
+    return this.leads.autoAssign(user, dto);
+  }
+
+  @Post('archive')
+  archive(@CurrentUser() user: Actor, @Body() body: { leadIds: string[] }) {
+    return this.leads
+      .archive(user, body.leadIds ?? [])
+      .then((count) => ({ count }));
+  }
+
+  @Get(':id')
+  get(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.leads.get(user, id);
+  }
+
+  @Patch(':id')
+  update(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateLeadDto,
+  ) {
+    return this.leads.update(user, id, dto as unknown as Record<string, unknown>);
+  }
+
+  @Patch(':id/move')
+  move(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: MoveLeadDto,
+  ) {
+    return this.leads.move(user, id, dto.stageId, dto.position);
+  }
+
+  @Post(':id/call')
+  logCall(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: LeadCallLogDto,
+  ) {
+    return this.leads.logCall(user, id, dto);
+  }
+
+  @Post(':id/notes')
+  addNote(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: LeadNoteDto,
+  ) {
+    return this.leads.addNote(user, id, dto.body);
+  }
+
+  @Post(':id/follow-up')
+  followUp(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: LeadFollowUpDto,
+  ) {
+    return this.leads.setFollowUp(user, id, dto.nextFollowUpAt, dto.body);
+  }
+
+  @Post(':id/convert')
+  convert(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: ConvertLeadDto,
+  ) {
+    return this.leads.convert(user, id, dto);
+  }
+}

apps/api/src/leads/leads.module.ts

@@ -0,0 +1,15 @@
+import { Module } from '@nestjs/common';
+import { AuthModule } from '../auth/auth.module';
+import { BillingModule } from '../billing/billing.module';
+import { LeadStagesService } from './lead-stages.service';
+import { LeadsController } from './leads.controller';
+import { LeadsImportService } from './leads-import.service';
+import { LeadsService } from './leads.service';
+
+@Module({
+  imports: [AuthModule, BillingModule],
+  controllers: [LeadsController],
+  providers: [LeadsService, LeadStagesService, LeadsImportService],
+  exports: [LeadsService, LeadStagesService],
+})
+export class LeadsModule {}

apps/web/src/layouts/AppLayout.vue

@@ -46,7 +46,16 @@ const loyaltyActive = computed(() => pathIn(['/loyalty']));
 const reportsActive = computed(() => pathIn(['/reports']));
 const customersActive = computed(() => pathIn(['/contacts']));
 const salesActive = computed(() =>
-  pathIn(['/pipeline', '/deals', '/quotes', '/invoices', '/commissions', '/sales/forecast', '/settings/products']),
+  pathIn([
+    '/pipeline',
+    '/leads',
+    '/deals',
+    '/quotes',
+    '/invoices',
+    '/commissions',
+    '/sales/forecast',
+    '/settings/products',
+  ]),
 );
 const activitiesActive = computed(() => pathIn(['/activities']));
 const notesActive = computed(() => route.path === '/notes' || route.path.startsWith('/notes/'));
@@ -73,6 +82,7 @@ const settingsActive = computed(() =>
     '/settings/team',
     '/settings/audit-logs',
     '/settings/public-api',
+    '/settings/lead-stages',
     '/settings/custom-fields',
     '/settings/currencies',
     '/settings/tahesab',

apps/web/src/lib/nav-hubs.ts

@@ -116,6 +116,22 @@ export const NAV_HUBS: NavHubDef[] = [
         tint: 'mint',
         module: 'pipeline',
       },
+      {
+        to: '/leads',
+        title: 'لیدها',
+        desc: 'فهرست سرنخ‌ها، تخصیص و پیگیری',
+        icon: 'user-plus',
+        tint: 'sky',
+        module: 'leads',
+      },
+      {
+        to: '/leads/board',
+        title: 'کاریز لیدها',
+        desc: 'نمای کانبان مراحل لید',
+        icon: 'filter',
+        tint: 'violet',
+        module: 'leads',
+      },
       {
         to: '/settings/products',
         title: 'محصولات و خدمات',
@@ -387,6 +403,15 @@ export const NAV_HUBS: NavHubDef[] = [
         module: 'public_api',
         admin: true,
       },
+      {
+        to: '/settings/lead-stages',
+        title: 'تنظیمات مراحل لید',
+        desc: 'وضعیت‌ها و برچسب‌های کاریز لید',
+        icon: 'layers',
+        tint: 'violet',
+        admin: true,
+        module: 'leads',
+      },
       {
         to: '/settings/custom-fields',
         title: 'فیلدهای سفارشی',

apps/web/src/router/index.ts

@@ -182,6 +182,21 @@ export const router = createRouter({
           name: 'pipeline',
           component: () => import('@/views/PipelineBoardView.vue'),
         },
+        {
+          path: 'leads',
+          name: 'leads',
+          component: () => import('@/views/LeadsView.vue'),
+        },
+        {
+          path: 'leads/board',
+          name: 'leads-board',
+          component: () => import('@/views/LeadBoardView.vue'),
+        },
+        {
+          path: 'leads/:id',
+          name: 'lead-detail',
+          component: () => import('@/views/LeadDetailView.vue'),
+        },
         {
           path: 'projects',
           name: 'projects',
@@ -239,6 +254,12 @@ export const router = createRouter({
           component: () => import('@/views/MessageAutomationsView.vue'),
           meta: { roles: ['owner', 'admin'] as UserRole[] },
         },
+        {
+          path: 'settings/lead-stages',
+          name: 'lead-stages',
+          component: () => import('@/views/LeadStagesSettingsView.vue'),
+          meta: { roles: ['owner', 'admin'] as UserRole[] },
+        },
         {
           path: 'settings/lead-forms',
           name: 'lead-forms',

apps/web/src/views/LeadBoardView.vue

@@ -0,0 +1,288 @@
+<script setup lang="ts">
+import { onMounted, ref } from 'vue';
+import { RouterLink } from 'vue-router';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
+import { UiButton, UiEmptyState, UiPageHeader } from '@/components/ui';
+import type { LeadBoardColumnDto, LeadDto } from '@mento/shared';
+
+const loading = ref(false);
+const moving = ref(false);
+const error = ref('');
+const columns = ref<LeadBoardColumnDto[]>([]);
+const draggingId = ref<string | null>(null);
+const dropStageId = ref<string | null>(null);
+
+function formatDate(value: string | null) {
+  if (!value) return '';
+  try {
+    return formatJalaliNumeric(new Date(value));
+  } catch {
+    return value;
+  }
+}
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<LeadBoardColumnDto[]>('/leads/board');
+    columns.value = data;
+  } catch (e) {
+    error.value =
+      axios.isAxiosError(e) && !e.response
+        ? 'اتصال به API برقرار نشد.'
+        : 'بارگذاری کاریز لیدها ناموفق بود.';
+  } finally {
+    loading.value = false;
+  }
+}
+
+function onDragStart(lead: LeadDto, event: DragEvent) {
+  draggingId.value = lead.id;
+  event.dataTransfer?.setData('text/plain', lead.id);
+  if (event.dataTransfer) event.dataTransfer.effectAllowed = 'move';
+}
+
+function onDragEnd() {
+  draggingId.value = null;
+  dropStageId.value = null;
+}
+
+function onDragOver(stageId: string, event: DragEvent) {
+  event.preventDefault();
+  dropStageId.value = stageId;
+  if (event.dataTransfer) event.dataTransfer.dropEffect = 'move';
+}
+
+async function onDrop(stageId: string, event: DragEvent) {
+  event.preventDefault();
+  const leadId =
+    event.dataTransfer?.getData('text/plain') || draggingId.value || '';
+  draggingId.value = null;
+  dropStageId.value = null;
+  if (!leadId) return;
+
+  const fromCol = columns.value.find((c) =>
+    c.leads.some((l) => l.id === leadId),
+  );
+  if (!fromCol || fromCol.stage.id === stageId) return;
+
+  const lead = fromCol.leads.find((l) => l.id === leadId);
+  if (!lead) return;
+
+  const prev = columns.value.map((c) => ({
+    ...c,
+    leads: [...c.leads],
+  }));
+
+  columns.value = columns.value.map((c) => {
+    if (c.stage.id === fromCol.stage.id) {
+      return { ...c, leads: c.leads.filter((l) => l.id !== leadId) };
+    }
+    if (c.stage.id === stageId) {
+      return {
+        ...c,
+        leads: [{ ...lead, stageId, stageName: c.stage.name }, ...c.leads],
+      };
+    }
+    return c;
+  });
+
+  moving.value = true;
+  error.value = '';
+  try {
+    await api.patch(`/leads/${leadId}/move`, { stageId });
+  } catch {
+    columns.value = prev;
+    error.value = 'جابه‌جایی لید ناموفق بود.';
+  } finally {
+    moving.value = false;
+  }
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="page">
+    <UiPageHeader title="کاریز لیدها" lead="کشیدن و رها کردن برای تغییر وضعیت">
+      <template #actions>
+        <RouterLink :to="{ name: 'leads' }" class="link-btn">
+          <UiButton variant="ghost" size="sm">فهرست لیدها</UiButton>
+        </RouterLink>
+        <UiButton variant="ghost" size="sm" :disabled="loading || moving" @click="load">
+          بروزرسانی
+        </UiButton>
+      </template>
+    </UiPageHeader>
+
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-else-if="loading" class="muted">در حال بارگذاری…</p>
+
+    <div v-else-if="columns.length" class="board">
+      <section
+        v-for="col in columns"
+        :key="col.stage.id"
+        class="column"
+        :class="{ drop: dropStageId === col.stage.id }"
+        @dragover="onDragOver(col.stage.id, $event)"
+        @drop="onDrop(col.stage.id, $event)"
+      >
+        <header class="col-head">
+          <span
+            class="dot"
+            :style="{ background: col.stage.color || 'var(--accent)' }"
+          />
+          <h2>{{ col.stage.name }}</h2>
+          <em>{{ toFaDigits(col.leads.length) }}</em>
+        </header>
+
+        <div class="cards">
+          <article
+            v-for="lead in col.leads"
+            :key="lead.id"
+            class="card"
+            :class="{ dragging: draggingId === lead.id }"
+            draggable="true"
+            @dragstart="onDragStart(lead, $event)"
+            @dragend="onDragEnd"
+          >
+            <RouterLink class="title" :to="{ name: 'lead-detail', params: { id: lead.id } }">
+              {{ lead.title }}
+            </RouterLink>
+            <p v-if="lead.mobile" class="line" dir="ltr">{{ lead.mobile }}</p>
+            <p v-if="lead.city" class="line">{{ lead.city }}</p>
+            <p v-if="lead.assigneeName" class="line muted">{{ lead.assigneeName }}</p>
+            <p v-if="lead.nextFollowUpAt" class="line muted">
+              پیگیری: {{ formatDate(lead.nextFollowUpAt) }}
+            </p>
+          </article>
+          <p v-if="!col.leads.length" class="empty-col">خالی</p>
+        </div>
+      </section>
+    </div>
+
+    <UiEmptyState
+      v-else-if="!loading"
+      title="مرحله‌ای برای کاریز نیست."
+      description="در تنظیمات مراحل لید، نمایش روی کاریز را فعال کنید."
+    />
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+  min-width: 0;
+}
+
+.link-btn {
+  text-decoration: none;
+}
+
+.board {
+  display: flex;
+  gap: 0.85rem;
+  overflow-x: auto;
+  padding-bottom: 0.5rem;
+  align-items: flex-start;
+  min-height: 24rem;
+}
+
+.column {
+  flex: 0 0 16.5rem;
+  background: color-mix(in srgb, var(--surface-2, #f8fafc) 85%, #fff);
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  display: grid;
+  grid-template-rows: auto 1fr;
+  max-height: calc(100vh - 12rem);
+}
+
+.column.drop {
+  border-color: var(--accent);
+  box-shadow: 0 0 0 2px var(--accent-soft);
+}
+
+.col-head {
+  display: flex;
+  align-items: center;
+  gap: 0.4rem;
+  padding: 0.7rem 0.75rem;
+  border-bottom: 1px solid var(--line);
+}
+
+.col-head h2 {
+  margin: 0;
+  font-size: 0.95rem;
+  flex: 1;
+}
+
+.col-head em {
+  font-style: normal;
+  font-size: 0.8rem;
+  color: var(--muted);
+}
+
+.dot {
+  width: 0.55rem;
+  height: 0.55rem;
+  border-radius: 50%;
+  flex-shrink: 0;
+}
+
+.cards {
+  padding: 0.55rem;
+  display: grid;
+  gap: 0.5rem;
+  overflow-y: auto;
+}
+
+.card {
+  background: #fff;
+  border: 1px solid var(--line);
+  border-radius: calc(var(--radius) - 2px);
+  padding: 0.65rem 0.7rem;
+  display: grid;
+  gap: 0.2rem;
+  cursor: grab;
+}
+
+.card.dragging {
+  opacity: 0.45;
+}
+
+.title {
+  font-weight: 600;
+  color: var(--ink);
+  text-decoration: none;
+}
+
+.title:hover {
+  color: var(--accent);
+}
+
+.line {
+  margin: 0;
+  font-size: 0.82rem;
+}
+
+.muted,
+.empty-col {
+  color: var(--muted);
+}
+
+.empty-col {
+  margin: 0.5rem;
+  text-align: center;
+  font-size: 0.85rem;
+}
+
+.error {
+  color: #b91c1c;
+  margin: 0;
+}
+</style>

apps/web/src/views/LeadDetailView.vue

@@ -0,0 +1,466 @@
+<script setup lang="ts">
+import { computed, onMounted, ref } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
+import { useAuthStore } from '@/stores/auth';
+import { canManageSettings } from '@/lib/roles';
+import {
+  UiButton,
+  UiCard,
+  UiEmptyState,
+  UiField,
+  UiInput,
+  UiPageHeader,
+  UiSelect,
+} from '@/components/ui';
+import type {
+  ConvertLeadResult,
+  LeadDto,
+  LeadEventDto,
+  LeadStageDto,
+  OrgUserDto,
+} from '@mento/shared';
+
+type LeadDetail = LeadDto & { events: LeadEventDto[] };
+
+const route = useRoute();
+const router = useRouter();
+const auth = useAuthStore();
+const isAdmin = computed(() => canManageSettings(auth.user?.role));
+
+const id = computed(() => String(route.params.id));
+const loading = ref(false);
+const busy = ref(false);
+const error = ref('');
+const okMsg = ref('');
+const lead = ref<LeadDetail | null>(null);
+const stages = ref<LeadStageDto[]>([]);
+const users = ref<OrgUserDto[]>([]);
+
+const stageId = ref('');
+const assigneeId = ref('');
+const callOutcome = ref('');
+const callBody = ref('');
+const callFollowUp = ref('');
+const noteBody = ref('');
+const followUpAt = ref('');
+const followUpBody = ref('');
+
+function formatDate(value: string | null | undefined) {
+  if (!value) return '—';
+  try {
+    return formatJalaliNumeric(new Date(value));
+  } catch {
+    return value;
+  }
+}
+
+function apiError(e: unknown, fallback: string) {
+  if (axios.isAxiosError(e)) {
+    const msg = (e.response?.data as { message?: string | string[] })?.message;
+    if (Array.isArray(msg)) return msg.join('، ');
+    if (msg) return msg;
+    if (!e.response) return 'اتصال به API برقرار نشد.';
+  }
+  return fallback;
+}
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    const [leadRes, stagesRes, usersRes] = await Promise.all([
+      api.get<LeadDetail>(`/leads/${id.value}`),
+      api.get<LeadStageDto[]>('/leads/stages'),
+      api.get<OrgUserDto[]>('/users').catch(() => ({ data: [] as OrgUserDto[] })),
+    ]);
+    lead.value = leadRes.data;
+    stages.value = stagesRes.data;
+    users.value = usersRes.data.filter((u) => u.isActive !== false);
+    stageId.value = leadRes.data.stageId;
+    assigneeId.value = leadRes.data.assigneeId ?? '';
+  } catch (e) {
+    error.value = apiError(e, 'بارگذاری لید ناموفق بود.');
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function changeStage() {
+  if (!stageId.value || stageId.value === lead.value?.stageId) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.patch(`/leads/${id.value}/move`, { stageId: stageId.value });
+    okMsg.value = 'وضعیت به‌روز شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'تغییر وضعیت ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function assignLead() {
+  if (!assigneeId.value) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post('/leads/assign', {
+      leadIds: [id.value],
+      assigneeId: assigneeId.value,
+    });
+    okMsg.value = 'کارشناس تخصیص داده شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'تخصیص ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function logCall() {
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post(`/leads/${id.value}/call`, {
+      outcome: callOutcome.value || undefined,
+      body: callBody.value || undefined,
+      nextFollowUpAt: callFollowUp.value || undefined,
+    });
+    callOutcome.value = '';
+    callBody.value = '';
+    callFollowUp.value = '';
+    okMsg.value = 'تماس ثبت شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'ثبت تماس ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function addNote() {
+  if (!noteBody.value.trim()) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post(`/leads/${id.value}/notes`, { body: noteBody.value.trim() });
+    noteBody.value = '';
+    okMsg.value = 'یادداشت ثبت شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'ثبت یادداشت ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function setFollowUp() {
+  if (!followUpAt.value) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post(`/leads/${id.value}/follow-up`, {
+      nextFollowUpAt: new Date(followUpAt.value).toISOString(),
+      body: followUpBody.value || undefined,
+    });
+    followUpAt.value = '';
+    followUpBody.value = '';
+    okMsg.value = 'پیگیری تنظیم شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'تنظیم پیگیری ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function convertLead() {
+  if (!confirm('این لید به مشتری تبدیل شود؟')) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.post<ConvertLeadResult>(`/leads/${id.value}/convert`, {
+      createIfMissing: true,
+    });
+    okMsg.value = data.createdPerson
+      ? 'لید تبدیل و شخص جدید ساخته شد.'
+      : 'لید به مشتری موجود متصل شد.';
+    await load();
+    if (data.personId) {
+      void router.push({ name: 'person-detail', params: { id: data.personId } });
+    }
+  } catch (e) {
+    error.value = apiError(e, 'تبدیل به مشتری ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function archiveLead() {
+  if (!confirm('این لید بایگانی شود؟')) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post('/leads/archive', { leadIds: [id.value] });
+    okMsg.value = 'لید بایگانی شد.';
+    void router.push({ name: 'leads' });
+  } catch (e) {
+    error.value = apiError(e, 'بایگانی ناموفق بود.');
+  } finally {
+    busy.value = false;
+  }
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="page">
+    <UiPageHeader
+      :title="lead?.title || 'جزئیات لید'"
+      :lead="lead ? `موبایل ${lead.mobile}` : 'در حال بارگذاری…'"
+      :back-to="{ name: 'leads' }"
+    >
+      <template #actions>
+        <UiButton
+          v-if="lead && !lead.convertedPersonId"
+          variant="primary"
+          size="sm"
+          :disabled="busy"
+          @click="convertLead"
+        >
+          تبدیل به مشتری
+        </UiButton>
+        <UiButton
+          v-if="lead && !lead.archivedAt"
+          variant="ghost"
+          size="sm"
+          :disabled="busy"
+          @click="archiveLead"
+        >
+          بایگانی
+        </UiButton>
+      </template>
+    </UiPageHeader>
+
+    <p v-if="okMsg" class="ok">{{ okMsg }}</p>
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-else-if="loading" class="muted">در حال بارگذاری…</p>
+
+    <template v-else-if="lead">
+      <div class="layout">
+        <div class="main">
+          <UiCard title="اطلاعات لید">
+            <dl class="meta">
+              <div><dt>نام</dt><dd>{{ lead.title }}</dd></div>
+              <div><dt>مالک/مخاطب</dt><dd>{{ lead.contactName || '—' }}</dd></div>
+              <div><dt>موبایل</dt><dd dir="ltr">{{ lead.mobile }}</dd></div>
+              <div><dt>تلفن</dt><dd dir="ltr">{{ lead.phone || '—' }}</dd></div>
+              <div><dt>شهر</dt><dd>{{ lead.city || '—' }}</dd></div>
+              <div><dt>منطقه</dt><dd>{{ lead.region || '—' }}</dd></div>
+              <div><dt>صنف</dt><dd>{{ lead.trade || '—' }}</dd></div>
+              <div><dt>منبع</dt><dd>{{ lead.source || '—' }}</dd></div>
+              <div><dt>وضعیت</dt><dd>{{ lead.stageName }}</dd></div>
+              <div><dt>کارشناس</dt><dd>{{ lead.assigneeName || '—' }}</dd></div>
+              <div><dt>آخرین تماس</dt><dd>{{ formatDate(lead.lastContactAt) }}</dd></div>
+              <div><dt>پیگیری بعدی</dt><dd>{{ formatDate(lead.nextFollowUpAt) }}</dd></div>
+              <div><dt>روز در مرحله</dt><dd>{{ toFaDigits(lead.daysInStage) }}</dd></div>
+              <div v-if="lead.notes" class="full">
+                <dt>یادداشت</dt>
+                <dd>{{ lead.notes }}</dd>
+              </div>
+            </dl>
+          </UiCard>
+
+          <UiCard title="جدول زمانی">
+            <ul v-if="lead.events.length" class="timeline">
+              <li v-for="ev in lead.events" :key="ev.id">
+                <strong>{{ ev.title }}</strong>
+                <span class="muted">{{ formatDate(ev.createdAt) }}</span>
+                <p v-if="ev.body">{{ ev.body }}</p>
+              </li>
+            </ul>
+            <UiEmptyState
+              v-else
+              title="رویدادی ثبت نشده."
+              description="تماس، یادداشت یا پیگیری اضافه کنید."
+            />
+          </UiCard>
+        </div>
+
+        <aside class="side">
+          <UiCard title="تغییر وضعیت">
+            <UiField label="وضعیت">
+              <UiSelect v-model="stageId">
+                <option v-for="s in stages" :key="s.id" :value="s.id">
+                  {{ s.name }}
+                </option>
+              </UiSelect>
+            </UiField>
+            <UiButton size="sm" :disabled="busy" @click="changeStage">اعمال</UiButton>
+          </UiCard>
+
+          <UiCard v-if="isAdmin" title="تخصیص کارشناس">
+            <UiField label="کارشناس">
+              <UiSelect v-model="assigneeId">
+                <option value="">انتخاب…</option>
+                <option v-for="u in users" :key="u.id" :value="u.id">
+                  {{ u.fullName }}
+                </option>
+              </UiSelect>
+            </UiField>
+            <UiButton size="sm" :disabled="busy || !assigneeId" @click="assignLead">
+              تخصیص
+            </UiButton>
+          </UiCard>
+
+          <UiCard title="ثبت تماس">
+            <UiField label="نتیجه">
+              <UiInput v-model="callOutcome" placeholder="مثلاً پاسخ داد / اشغال" />
+            </UiField>
+            <UiField label="توضیح">
+              <UiInput v-model="callBody" placeholder="خلاصه مکالمه" />
+            </UiField>
+            <UiField label="پیگیری بعدی">
+              <input v-model="callFollowUp" class="native" type="datetime-local" />
+            </UiField>
+            <UiButton size="sm" :disabled="busy" @click="logCall">ثبت تماس</UiButton>
+          </UiCard>
+
+          <UiCard title="یادداشت">
+            <UiField label="متن">
+              <UiInput v-model="noteBody" placeholder="یادداشت…" />
+            </UiField>
+            <UiButton size="sm" :disabled="busy || !noteBody.trim()" @click="addNote">
+              ثبت یادداشت
+            </UiButton>
+          </UiCard>
+
+          <UiCard title="پیگیری بعدی">
+            <UiField label="زمان">
+              <input v-model="followUpAt" class="native" type="datetime-local" />
+            </UiField>
+            <UiField label="توضیح">
+              <UiInput v-model="followUpBody" placeholder="اختیاری" />
+            </UiField>
+            <UiButton size="sm" :disabled="busy || !followUpAt" @click="setFollowUp">
+              ذخیره پیگیری
+            </UiButton>
+          </UiCard>
+        </aside>
+      </div>
+    </template>
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+}
+
+.layout {
+  display: grid;
+  gap: 1rem;
+  grid-template-columns: minmax(0, 1fr) minmax(16rem, 20rem);
+  align-items: start;
+}
+
+.main,
+.side {
+  display: grid;
+  gap: 1rem;
+}
+
+.meta {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 0.75rem 1rem;
+  margin: 0;
+}
+
+.meta .full {
+  grid-column: 1 / -1;
+}
+
+.meta dt {
+  font-size: 0.75rem;
+  color: var(--muted);
+  margin-bottom: 0.15rem;
+}
+
+.meta dd {
+  margin: 0;
+  font-weight: 500;
+}
+
+.timeline {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: grid;
+  gap: 0.85rem;
+}
+
+.timeline li {
+  display: grid;
+  gap: 0.2rem;
+  padding-bottom: 0.85rem;
+  border-bottom: 1px solid var(--line);
+}
+
+.timeline li:last-child {
+  border-bottom: 0;
+  padding-bottom: 0;
+}
+
+.timeline p {
+  margin: 0;
+  color: var(--ink);
+}
+
+.native {
+  width: 100%;
+  min-height: var(--control-h);
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  padding: 0 0.65rem;
+  font: inherit;
+  background: #fff;
+  box-sizing: border-box;
+}
+
+.side :deep(.ui-card) {
+  display: grid;
+  gap: 0.65rem;
+}
+
+.muted {
+  color: var(--muted);
+  font-size: 0.85rem;
+}
+
+.ok {
+  color: #0f766e;
+  margin: 0;
+}
+
+.error {
+  color: #b91c1c;
+  margin: 0;
+}
+
+@media (max-width: 900px) {
+  .layout {
+    grid-template-columns: 1fr;
+  }
+
+  .meta {
+    grid-template-columns: 1fr;
+  }
+}
+</style>

apps/web/src/views/LeadStagesSettingsView.vue

@@ -0,0 +1,388 @@
+<script setup lang="ts">
+import { onMounted, ref } from 'vue';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import { toFaDigits } from '@/lib/jalali';
+import {
+  UiButton,
+  UiCard,
+  UiEmptyState,
+  UiField,
+  UiInput,
+  UiPageHeader,
+} from '@/components/ui';
+import UiIcon from '@/components/UiIcon.vue';
+import type {
+  CreateLeadStageRequest,
+  LeadStageDto,
+  UpdateLeadStageRequest,
+} from '@mento/shared';
+
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const okMsg = ref('');
+const stages = ref<LeadStageDto[]>([]);
+
+const name = ref('');
+const color = ref('#14b8a6');
+const showOnBoard = ref(true);
+const isConverted = ref(false);
+const isLost = ref(false);
+const isUnqualified = ref(false);
+
+const editingId = ref<string | null>(null);
+const editName = ref('');
+const editColor = ref('#14b8a6');
+const editShowOnBoard = ref(true);
+const editConverted = ref(false);
+const editLost = ref(false);
+const editUnqualified = ref(false);
+
+function apiError(e: unknown, fallback: string) {
+  if (axios.isAxiosError(e)) {
+    const msg = (e.response?.data as { message?: string | string[] })?.message;
+    if (Array.isArray(msg)) return msg.join('، ');
+    if (msg) return msg;
+    if (!e.response) return 'اتصال به API برقرار نشد.';
+  }
+  return fallback;
+}
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<LeadStageDto[]>('/leads/stages');
+    stages.value = data;
+  } catch (e) {
+    error.value = apiError(e, 'بارگذاری مراحل ناموفق بود.');
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function createStage() {
+  if (!name.value.trim()) {
+    error.value = 'نام مرحله را وارد کنید.';
+    return;
+  }
+  saving.value = true;
+  error.value = '';
+  okMsg.value = '';
+  try {
+    const body: CreateLeadStageRequest = {
+      name: name.value.trim(),
+      color: color.value || undefined,
+      showOnBoard: showOnBoard.value,
+      isConverted: isConverted.value,
+      isLost: isLost.value,
+      isUnqualified: isUnqualified.value,
+    };
+    await api.post('/leads/stages', body);
+    name.value = '';
+    color.value = '#14b8a6';
+    showOnBoard.value = true;
+    isConverted.value = false;
+    isLost.value = false;
+    isUnqualified.value = false;
+    okMsg.value = 'مرحله افزوده شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'ثبت مرحله ناموفق بود.');
+  } finally {
+    saving.value = false;
+  }
+}
+
+function startEdit(stage: LeadStageDto) {
+  editingId.value = stage.id;
+  editName.value = stage.name;
+  editColor.value = stage.color || '#14b8a6';
+  editShowOnBoard.value = stage.showOnBoard;
+  editConverted.value = stage.isConverted;
+  editLost.value = stage.isLost;
+  editUnqualified.value = stage.isUnqualified;
+}
+
+function cancelEdit() {
+  editingId.value = null;
+}
+
+async function saveEdit() {
+  if (!editingId.value || !editName.value.trim()) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    const body: UpdateLeadStageRequest = {
+      name: editName.value.trim(),
+      color: editColor.value,
+      showOnBoard: editShowOnBoard.value,
+      isConverted: editConverted.value,
+      isLost: editLost.value,
+      isUnqualified: editUnqualified.value,
+    };
+    await api.patch(`/leads/stages/${editingId.value}`, body);
+    editingId.value = null;
+    okMsg.value = 'مرحله ذخیره شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'ویرایش مرحله ناموفق بود.');
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function removeStage(stage: LeadStageDto) {
+  if (!confirm(`مرحله «${stage.name}» حذف شود؟`)) return;
+  error.value = '';
+  try {
+    await api.delete(`/leads/stages/${stage.id}`);
+    okMsg.value = 'مرحله حذف شد.';
+    await load();
+  } catch (e) {
+    error.value = apiError(e, 'حذف مرحله ناموفق بود.');
+  }
+}
+
+async function move(stage: LeadStageDto, dir: -1 | 1) {
+  const idx = stages.value.findIndex((s) => s.id === stage.id);
+  const swap = idx + dir;
+  if (idx < 0 || swap < 0 || swap >= stages.value.length) return;
+  const next = [...stages.value];
+  const [item] = next.splice(idx, 1);
+  next.splice(swap, 0, item);
+  stages.value = next;
+  try {
+    await api.patch('/leads/stages/reorder', {
+      stageIds: next.map((s) => s.id),
+    });
+  } catch (e) {
+    error.value = apiError(e, 'مرتب‌سازی ناموفق بود.');
+    await load();
+  }
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="crm-page">
+    <UiPageHeader
+      title="مراحل لید"
+      lead="تعریف وضعیت‌های کاریز لیدها و برچسب‌های تبدیل/از دست‌رفته"
+    />
+
+    <p v-if="okMsg" class="ok">{{ okMsg }}</p>
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-else-if="loading" class="muted">در حال بارگذاری…</p>
+
+    <form class="crm-form" @submit.prevent="createStage">
+      <UiCard>
+        <template #header>
+          <div class="card-title">
+            <UiIcon name="plus" :size="18" />
+            <h3>مرحله جدید</h3>
+          </div>
+        </template>
+        <div class="form-grid">
+          <UiField label="نام" required for-id="ls-name">
+            <UiInput id="ls-name" v-model="name" required placeholder="مثلاً تماس اولیه" />
+          </UiField>
+          <UiField label="رنگ" for-id="ls-color">
+            <input id="ls-color" v-model="color" class="color" type="color" />
+          </UiField>
+          <label class="check">
+            <input v-model="showOnBoard" type="checkbox" />
+            نمایش روی کاریز
+          </label>
+          <label class="check">
+            <input v-model="isConverted" type="checkbox" />
+            مرحله تبدیل‌شده
+          </label>
+          <label class="check">
+            <input v-model="isLost" type="checkbox" />
+            از دست‌رفته
+          </label>
+          <label class="check">
+            <input v-model="isUnqualified" type="checkbox" />
+            غیرواجد شرایط
+          </label>
+        </div>
+        <template #footer>
+          <UiButton type="submit" :loading="saving">افزودن مرحله</UiButton>
+        </template>
+      </UiCard>
+    </form>
+
+    <div v-if="stages.length" class="list">
+      <UiCard v-for="stage in stages" :key="stage.id" padding="sm" class="stage-card">
+        <template v-if="editingId === stage.id">
+          <div class="form-grid">
+            <UiField label="نام">
+              <UiInput v-model="editName" />
+            </UiField>
+            <UiField label="رنگ">
+              <input v-model="editColor" class="color" type="color" />
+            </UiField>
+            <label class="check">
+              <input v-model="editShowOnBoard" type="checkbox" />
+              نمایش روی کاریز
+            </label>
+            <label class="check">
+              <input v-model="editConverted" type="checkbox" />
+              تبدیل‌شده
+            </label>
+            <label class="check">
+              <input v-model="editLost" type="checkbox" />
+              از دست‌رفته
+            </label>
+            <label class="check">
+              <input v-model="editUnqualified" type="checkbox" />
+              غیرواجد شرایط
+            </label>
+          </div>
+          <div class="ops">
+            <UiButton size="sm" :disabled="saving" @click="saveEdit">ذخیره</UiButton>
+            <UiButton size="sm" variant="ghost" @click="cancelEdit">انصراف</UiButton>
+          </div>
+        </template>
+        <template v-else>
+          <div class="row">
+            <span class="dot" :style="{ background: stage.color || 'var(--accent)' }" />
+            <div class="info">
+              <strong>{{ stage.name }}</strong>
+              <span class="muted">
+                {{ stage.showOnBoard ? 'روی کاریز' : 'مخفی از کاریز' }}
+                <template v-if="stage.leadCount != null">
+                  · {{ toFaDigits(stage.leadCount) }} لید
+                </template>
+              </span>
+              <span class="flags">
+                <em v-if="stage.isConverted">تبدیل</em>
+                <em v-if="stage.isLost">از دست‌رفته</em>
+                <em v-if="stage.isUnqualified">غیرواجد</em>
+              </span>
+            </div>
+            <div class="ops">
+              <UiButton size="sm" variant="ghost" @click="move(stage, -1)">↑</UiButton>
+              <UiButton size="sm" variant="ghost" @click="move(stage, 1)">↓</UiButton>
+              <UiButton size="sm" variant="ghost" @click="startEdit(stage)">ویرایش</UiButton>
+              <UiButton size="sm" variant="ghost" @click="removeStage(stage)">حذف</UiButton>
+            </div>
+          </div>
+        </template>
+      </UiCard>
+    </div>
+
+    <UiEmptyState
+      v-else-if="!loading"
+      title="مرحله‌ای تعریف نشده."
+      description="اولین وضعیت لید را اضافه کنید."
+    />
+  </section>
+</template>
+
+<style scoped>
+.crm-page {
+  display: grid;
+  gap: 1rem;
+}
+
+.card-title {
+  display: flex;
+  align-items: center;
+  gap: 0.45rem;
+}
+
+.card-title h3 {
+  margin: 0;
+  font-size: 1rem;
+}
+
+.form-grid {
+  display: grid;
+  gap: 0.75rem;
+  grid-template-columns: repeat(auto-fill, minmax(12rem, 1fr));
+  align-items: end;
+}
+
+.color {
+  width: 100%;
+  min-height: var(--control-h);
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  background: #fff;
+  padding: 0.2rem;
+}
+
+.check {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.4rem;
+  font-size: 0.9rem;
+  min-height: var(--control-h);
+}
+
+.list {
+  display: grid;
+  gap: 0.65rem;
+}
+
+.row {
+  display: flex;
+  align-items: center;
+  gap: 0.65rem;
+  flex-wrap: wrap;
+}
+
+.dot {
+  width: 0.7rem;
+  height: 0.7rem;
+  border-radius: 50%;
+  flex-shrink: 0;
+}
+
+.info {
+  flex: 1 1 10rem;
+  display: grid;
+  gap: 0.15rem;
+  min-width: 0;
+}
+
+.flags {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.35rem;
+}
+
+.flags em {
+  font-style: normal;
+  font-size: 0.75rem;
+  padding: 0.1rem 0.45rem;
+  border-radius: 999px;
+  background: var(--accent-soft);
+  color: var(--accent);
+}
+
+.ops {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.35rem;
+}
+
+.muted {
+  color: var(--muted);
+  font-size: 0.85rem;
+}
+
+.ok {
+  color: #0f766e;
+  margin: 0;
+}
+
+.error {
+  color: #b91c1c;
+  margin: 0;
+}
+</style>

apps/web/src/views/LeadsView.vue

@@ -0,0 +1,831 @@
+<script setup lang="ts">
+import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue';
+import { RouterLink, useRoute, useRouter } from 'vue-router';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
+import { useAuthStore } from '@/stores/auth';
+import { canManageSettings } from '@/lib/roles';
+import {
+  UiButton,
+  UiEmptyState,
+  UiPageHeader,
+  UiPagination,
+} from '@/components/ui';
+import UiIcon from '@/components/UiIcon.vue';
+import type {
+  LeadDto,
+  LeadImportJobDto,
+  LeadStageDto,
+  OrgUserDto,
+  PaginatedResponse,
+} from '@mento/shared';
+import { brand } from '@mento/shared';
+
+const PAGE_SIZE = 20;
+
+type SortKey = 'updated' | 'newest' | 'follow_up' | 'last_contact';
+
+const route = useRoute();
+const router = useRouter();
+const auth = useAuthStore();
+const isAdmin = computed(() => canManageSettings(auth.user?.role));
+
+const q = ref(typeof route.query.q === 'string' ? route.query.q : '');
+const loading = ref(false);
+const busy = ref(false);
+const error = ref('');
+const okMsg = ref('');
+const data = ref<PaginatedResponse<LeadDto> | null>(null);
+const stages = ref<LeadStageDto[]>([]);
+const users = ref<OrgUserDto[]>([]);
+const selected = ref<Set<string>>(new Set());
+const sortOpen = ref(false);
+const filterOpen = ref(false);
+const assignOpen = ref(false);
+const stageOpen = ref(false);
+const assignUserId = ref('');
+const bulkStageId = ref('');
+const fileInput = ref<HTMLInputElement | null>(null);
+const importJob = ref<LeadImportJobDto | null>(null);
+let importTimer: ReturnType<typeof setInterval> | null = null;
+
+const page = computed(() => {
+  const raw = Number(route.query.page);
+  return Number.isFinite(raw) && raw > 0 ? raw : 1;
+});
+const sort = computed<SortKey>(() => {
+  const s = route.query.sort;
+  if (s === 'newest' || s === 'follow_up' || s === 'last_contact') return s;
+  return 'updated';
+});
+const stageId = computed(() =>
+  typeof route.query.stageId === 'string' ? route.query.stageId : '',
+);
+const assigneeId = computed(() =>
+  typeof route.query.assigneeId === 'string' ? route.query.assigneeId : '',
+);
+const unassigned = computed(
+  () => route.query.unassigned === '1' || route.query.unassigned === 'true',
+);
+
+const total = computed(() => data.value?.total ?? 0);
+const pageCount = computed(() => Math.max(1, Math.ceil(total.value / PAGE_SIZE)));
+const allSelected = computed(
+  () =>
+    Boolean(data.value?.items.length) &&
+    data.value!.items.every((l) => selected.value.has(l.id)),
+);
+const selectedIds = computed(() => [...selected.value]);
+
+const sortLabels: Record<SortKey, string> = {
+  updated: 'آخرین به‌روزرسانی',
+  newest: 'جدیدترین',
+  follow_up: 'پیگیری بعدی',
+  last_contact: 'آخرین تماس',
+};
+
+function formatDate(value: string | null) {
+  if (!value) return '—';
+  try {
+    return formatJalaliNumeric(new Date(value));
+  } catch {
+    return value;
+  }
+}
+
+function closePopups() {
+  sortOpen.value = false;
+  filterOpen.value = false;
+  assignOpen.value = false;
+  stageOpen.value = false;
+}
+
+function patchQuery(next: Record<string, string | undefined>) {
+  const query = { ...route.query, ...next };
+  for (const key of Object.keys(query)) {
+    if (query[key] == null || query[key] === '') delete query[key];
+  }
+  void router.replace({ name: 'leads', query });
+}
+
+function onSearch() {
+  patchQuery({ q: q.value.trim() || undefined, page: undefined });
+}
+
+function setSort(next: SortKey) {
+  sortOpen.value = false;
+  patchQuery({ sort: next === 'updated' ? undefined : next, page: undefined });
+}
+
+function setStageFilter(id: string) {
+  filterOpen.value = false;
+  patchQuery({ stageId: id || undefined, page: undefined });
+}
+
+function setAssigneeFilter(id: string) {
+  filterOpen.value = false;
+  patchQuery({
+    assigneeId: id || undefined,
+    unassigned: undefined,
+    page: undefined,
+  });
+}
+
+function setUnassigned(on: boolean) {
+  filterOpen.value = false;
+  patchQuery({
+    unassigned: on ? '1' : undefined,
+    assigneeId: undefined,
+    page: undefined,
+  });
+}
+
+function setPage(next: number) {
+  if (next < 1 || next > pageCount.value) return;
+  patchQuery({ page: next === 1 ? undefined : String(next) });
+}
+
+function toggleOne(id: string, checked: boolean) {
+  const next = new Set(selected.value);
+  if (checked) next.add(id);
+  else next.delete(id);
+  selected.value = next;
+}
+
+function toggleAll(checked: boolean) {
+  if (!checked) {
+    selected.value = new Set();
+    return;
+  }
+  selected.value = new Set(data.value?.items.map((l) => l.id) ?? []);
+}
+
+async function loadMeta() {
+  const [stagesRes, usersRes] = await Promise.all([
+    api.get<LeadStageDto[]>('/leads/stages'),
+    api.get<OrgUserDto[]>('/users').catch(() => ({ data: [] as OrgUserDto[] })),
+  ]);
+  stages.value = stagesRes.data;
+  users.value = usersRes.data.filter((u) => u.isActive !== false);
+}
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  closePopups();
+  try {
+    const { data: res } = await api.get<PaginatedResponse<LeadDto>>('/leads', {
+      params: {
+        q: q.value || undefined,
+        page: page.value,
+        limit: PAGE_SIZE,
+        sort: sort.value === 'updated' ? undefined : sort.value,
+        stageId: stageId.value || undefined,
+        assigneeId: assigneeId.value || undefined,
+        unassigned: unassigned.value ? '1' : undefined,
+      },
+    });
+    data.value = res;
+    selected.value = new Set(
+      [...selected.value].filter((id) => res.items.some((l) => l.id === id)),
+    );
+  } catch (e) {
+    error.value =
+      axios.isAxiosError(e) && !e.response
+        ? 'اتصال به API برقرار نشد.'
+        : 'بارگذاری لیدها ناموفق بود.';
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function assignSelected() {
+  if (!assignUserId.value || !selectedIds.value.length) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post('/leads/assign', {
+      leadIds: selectedIds.value,
+      assigneeId: assignUserId.value,
+    });
+    okMsg.value = `${toFaDigits(selectedIds.value.length)} لید تخصیص داده شد.`;
+    selected.value = new Set();
+    assignOpen.value = false;
+    await load();
+  } catch {
+    error.value = 'تخصیص ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function bulkStageSelected() {
+  if (!bulkStageId.value || !selectedIds.value.length) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post('/leads/bulk-stage', {
+      leadIds: selectedIds.value,
+      stageId: bulkStageId.value,
+    });
+    okMsg.value = `وضعیت ${toFaDigits(selectedIds.value.length)} لید به‌روز شد.`;
+    selected.value = new Set();
+    stageOpen.value = false;
+    await load();
+  } catch {
+    error.value = 'تغییر وضعیت گروهی ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function archiveSelected() {
+  if (!selectedIds.value.length) return;
+  if (!confirm(`${toFaDigits(selectedIds.value.length)} لید بایگانی شود؟`)) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    await api.post('/leads/archive', { leadIds: selectedIds.value });
+    okMsg.value = `${toFaDigits(selectedIds.value.length)} لید بایگانی شد.`;
+    selected.value = new Set();
+    await load();
+  } catch {
+    error.value = 'بایگانی ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function exportExcel() {
+  busy.value = true;
+  error.value = '';
+  try {
+    const { data: blob } = await api.get<Blob>('/leads/export', {
+      responseType: 'blob',
+    });
+    const url = URL.createObjectURL(blob);
+    const a = document.createElement('a');
+    a.href = url;
+    a.download = `${brand.filePrefix}-leads.xlsx`;
+    a.click();
+    URL.revokeObjectURL(url);
+  } catch {
+    error.value = 'خروجی اکسل ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+function stopImportPoll() {
+  if (importTimer) {
+    clearInterval(importTimer);
+    importTimer = null;
+  }
+}
+
+async function pollImport(jobId: string) {
+  try {
+    const { data: job } = await api.get<LeadImportJobDto>(`/leads/imports/${jobId}`);
+    importJob.value = job;
+    if (job.status === 'done' || job.status === 'failed' || job.status === 'completed') {
+      stopImportPoll();
+      okMsg.value = `ورود: موفق ${toFaDigits(job.successCount)} · تکراری ${toFaDigits(job.duplicateCount)} · خطا ${toFaDigits(job.errorCount)}`;
+      await load();
+    }
+  } catch {
+    stopImportPoll();
+    error.value = 'پیگیری وضعیت ورود ناموفق بود.';
+  }
+}
+
+function startImportPoll(jobId: string) {
+  stopImportPoll();
+  void pollImport(jobId);
+  importTimer = setInterval(() => void pollImport(jobId), 1500);
+}
+
+async function onImportFile(ev: Event) {
+  const input = ev.target as HTMLInputElement;
+  const file = input.files?.[0];
+  input.value = '';
+  if (!file) return;
+  busy.value = true;
+  error.value = '';
+  okMsg.value = '';
+  try {
+    const form = new FormData();
+    form.append('file', file);
+    const { data: job } = await api.post<LeadImportJobDto>('/leads/import/file', form, {
+      headers: { 'Content-Type': 'multipart/form-data' },
+    });
+    importJob.value = job;
+    startImportPoll(job.id);
+  } catch {
+    error.value = 'ورود فایل ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+function goDetail(id: string) {
+  void router.push({ name: 'lead-detail', params: { id } });
+}
+
+watch(
+  () => [
+    route.query.q,
+    route.query.page,
+    route.query.sort,
+    route.query.stageId,
+    route.query.assigneeId,
+    route.query.unassigned,
+  ],
+  () => {
+    q.value = typeof route.query.q === 'string' ? route.query.q : '';
+    void load();
+  },
+);
+
+onMounted(async () => {
+  await loadMeta();
+  await load();
+  const jobId = typeof route.query.jobId === 'string' ? route.query.jobId : '';
+  if (jobId) startImportPoll(jobId);
+});
+
+onBeforeUnmount(stopImportPoll);
+</script>
+
+<template>
+  <section class="page" @click="closePopups">
+    <UiPageHeader title="لیدها" lead="مدیریت سرنخ‌ها، تخصیص و پیگیری">
+      <template #actions>
+        <RouterLink class="link-btn" :to="{ name: 'leads-board' }">
+          <UiButton variant="ghost" size="sm">کاریز لیدها</UiButton>
+        </RouterLink>
+        <UiButton
+          v-if="isAdmin"
+          variant="ghost"
+          size="sm"
+          :disabled="busy"
+          @click.stop="exportExcel"
+        >
+          خروجی اکسل
+        </UiButton>
+        <UiButton
+          v-if="isAdmin"
+          variant="ghost"
+          size="sm"
+          :disabled="busy"
+          @click.stop="fileInput?.click()"
+        >
+          ورود از فایل
+        </UiButton>
+        <input
+          ref="fileInput"
+          type="file"
+          accept=".xlsx,.xls,.csv"
+          hidden
+          @change="onImportFile"
+        />
+      </template>
+    </UiPageHeader>
+
+    <div class="toolbar">
+      <form class="search" @submit.prevent="onSearch">
+        <UiIcon name="search" :size="16" />
+        <input v-model="q" type="search" placeholder="جستجو نام، موبایل، شهر…" />
+      </form>
+      <div class="toolbar-tools">
+        <div class="pop">
+          <button
+            class="tool"
+            type="button"
+            @click.stop="sortOpen = !sortOpen; filterOpen = false"
+          >
+            <UiIcon name="trend" :size="16" />
+            <span class="tool-label">مرتب‌سازی</span>
+          </button>
+          <ul v-if="sortOpen" class="menu">
+            <li v-for="(label, key) in sortLabels" :key="key">
+              <button
+                type="button"
+                :class="{ on: sort === key }"
+                @click.stop="setSort(key as SortKey)"
+              >
+                {{ label }}
+              </button>
+            </li>
+          </ul>
+        </div>
+        <div class="pop">
+          <button
+            class="tool"
+            type="button"
+            @click.stop="filterOpen = !filterOpen; sortOpen = false"
+          >
+            <UiIcon name="filter" :size="16" />
+            <span class="tool-label">فیلتر</span>
+          </button>
+          <ul v-if="filterOpen" class="menu wide">
+            <li class="menu-label">وضعیت</li>
+            <li>
+              <button
+                type="button"
+                :class="{ on: !stageId }"
+                @click.stop="setStageFilter('')"
+              >
+                همه
+              </button>
+            </li>
+            <li v-for="s in stages" :key="s.id">
+              <button
+                type="button"
+                :class="{ on: stageId === s.id }"
+                @click.stop="setStageFilter(s.id)"
+              >
+                {{ s.name }}
+              </button>
+            </li>
+            <li class="menu-label">کارشناس</li>
+            <li>
+              <button
+                type="button"
+                :class="{ on: !assigneeId && !unassigned }"
+                @click.stop="setAssigneeFilter('')"
+              >
+                همه
+              </button>
+            </li>
+            <li>
+              <button
+                type="button"
+                :class="{ on: unassigned }"
+                @click.stop="setUnassigned(true)"
+              >
+                بدون کارشناس
+              </button>
+            </li>
+            <li v-for="u in users" :key="u.id">
+              <button
+                type="button"
+                :class="{ on: assigneeId === u.id }"
+                @click.stop="setAssigneeFilter(u.id)"
+              >
+                {{ u.fullName }}
+              </button>
+            </li>
+          </ul>
+        </div>
+      </div>
+    </div>
+
+    <div v-if="selectedIds.length" class="bulk-bar" @click.stop>
+      <span>{{ toFaDigits(selectedIds.length) }} مورد انتخاب‌شده</span>
+      <template v-if="isAdmin">
+        <div class="pop">
+          <UiButton size="sm" variant="ghost" @click="assignOpen = !assignOpen">
+            تخصیص
+          </UiButton>
+          <div v-if="assignOpen" class="menu panel">
+            <select v-model="assignUserId">
+              <option value="">انتخاب کارشناس…</option>
+              <option v-for="u in users" :key="u.id" :value="u.id">
+                {{ u.fullName }}
+              </option>
+            </select>
+            <UiButton size="sm" :disabled="!assignUserId || busy" @click="assignSelected">
+              اعمال
+            </UiButton>
+          </div>
+        </div>
+        <div class="pop">
+          <UiButton size="sm" variant="ghost" @click="stageOpen = !stageOpen">
+            تغییر وضعیت
+          </UiButton>
+          <div v-if="stageOpen" class="menu panel">
+            <select v-model="bulkStageId">
+              <option value="">انتخاب وضعیت…</option>
+              <option v-for="s in stages" :key="s.id" :value="s.id">
+                {{ s.name }}
+              </option>
+            </select>
+            <UiButton size="sm" :disabled="!bulkStageId || busy" @click="bulkStageSelected">
+              اعمال
+            </UiButton>
+          </div>
+        </div>
+      </template>
+      <UiButton size="sm" variant="ghost" :disabled="busy" @click="archiveSelected">
+        بایگانی
+      </UiButton>
+    </div>
+
+    <p v-if="importJob && importJob.status !== 'done' && importJob.status !== 'completed' && importJob.status !== 'failed'" class="ok">
+      ورود فایل: {{ toFaDigits(importJob.processedCount) }} / {{ toFaDigits(importJob.totalCount) }}
+    </p>
+    <p v-if="okMsg" class="ok">{{ okMsg }}</p>
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-else-if="loading" class="muted">در حال بارگذاری…</p>
+
+    <template v-else-if="data?.items.length">
+      <div class="table-wrap">
+        <table class="data-table">
+          <thead>
+            <tr>
+              <th class="check-col">
+                <input
+                  type="checkbox"
+                  :checked="allSelected"
+                  @click.stop
+                  @change="toggleAll(($event.target as HTMLInputElement).checked)"
+                />
+              </th>
+              <th>نام</th>
+              <th>موبایل</th>
+              <th>شهر</th>
+              <th>وضعیت</th>
+              <th>کارشناس</th>
+              <th>آخرین تماس</th>
+              <th>پیگیری بعدی</th>
+              <th>منبع</th>
+            </tr>
+          </thead>
+          <tbody>
+            <tr
+              v-for="lead in data.items"
+              :key="lead.id"
+              class="row-click"
+              @click="goDetail(lead.id)"
+            >
+              <td class="check-col" @click.stop>
+                <input
+                  type="checkbox"
+                  :checked="selected.has(lead.id)"
+                  @change="toggleOne(lead.id, ($event.target as HTMLInputElement).checked)"
+                />
+              </td>
+              <td>
+                <strong>{{ lead.title }}</strong>
+                <span v-if="lead.contactName" class="sub">{{ lead.contactName }}</span>
+              </td>
+              <td dir="ltr">{{ lead.mobile || '—' }}</td>
+              <td>{{ lead.city || '—' }}</td>
+              <td>
+                <span class="stage-pill">{{ lead.stageName }}</span>
+              </td>
+              <td>{{ lead.assigneeName || '—' }}</td>
+              <td>{{ formatDate(lead.lastContactAt) }}</td>
+              <td>{{ formatDate(lead.nextFollowUpAt) }}</td>
+              <td>{{ lead.source || '—' }}</td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+
+      <UiPagination
+        v-if="total"
+        :page="page"
+        :total-pages="pageCount"
+        :total-items="total"
+        @update:page="setPage"
+      />
+    </template>
+
+    <UiEmptyState
+      v-else-if="!loading"
+      title="لیدی ثبت نشده است."
+      description="از ورود فایل استفاده کنید یا لید جدید بسازید."
+    />
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+  width: 100%;
+  min-width: 0;
+  max-width: 100%;
+  overflow-x: clip;
+  box-sizing: border-box;
+}
+
+.link-btn {
+  text-decoration: none;
+}
+
+.toolbar {
+  display: flex;
+  gap: 0.55rem;
+  align-items: center;
+  flex-wrap: wrap;
+}
+
+.toolbar-tools {
+  display: flex;
+  gap: 0.45rem;
+  align-items: center;
+}
+
+.search {
+  flex: 1 1 14rem;
+  min-width: 180px;
+  max-width: 400px;
+  display: flex;
+  align-items: center;
+  gap: 0.45rem;
+  background: #fff;
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  padding: 0 0.75rem;
+  min-height: var(--control-h);
+  height: var(--control-h);
+  color: var(--muted);
+  box-sizing: border-box;
+}
+
+.search:focus-within {
+  border-color: var(--accent);
+  box-shadow: 0 0 0 2px var(--accent-soft);
+}
+
+.search input {
+  flex: 1;
+  min-width: 0;
+  border: 0;
+  outline: none;
+  background: transparent;
+  font: inherit;
+  font-size: var(--fs-sm);
+  color: var(--ink);
+}
+
+.tool {
+  min-height: var(--control-h);
+  height: var(--control-h);
+  border: 1px solid var(--line);
+  background: #fff;
+  border-radius: var(--radius);
+  padding: 0 0.75rem;
+  display: inline-flex;
+  align-items: center;
+  gap: 0.35rem;
+  cursor: pointer;
+  font: inherit;
+  color: var(--ink);
+}
+
+.pop {
+  position: relative;
+}
+
+.menu {
+  position: absolute;
+  top: calc(100% + 4px);
+  inset-inline-end: 0;
+  z-index: 20;
+  margin: 0;
+  padding: 0.35rem;
+  list-style: none;
+  background: #fff;
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  box-shadow: 0 10px 28px rgba(15, 23, 42, 0.12);
+  min-width: 11rem;
+  max-height: 18rem;
+  overflow: auto;
+}
+
+.menu.wide {
+  min-width: 14rem;
+}
+
+.menu.panel {
+  display: grid;
+  gap: 0.5rem;
+  padding: 0.65rem;
+  min-width: 14rem;
+}
+
+.menu button {
+  width: 100%;
+  border: 0;
+  background: none;
+  text-align: start;
+  padding: 0.45rem 0.55rem;
+  border-radius: calc(var(--radius) - 2px);
+  font: inherit;
+  cursor: pointer;
+  color: var(--ink);
+}
+
+.menu button.on,
+.menu button:hover {
+  background: var(--accent-soft);
+  color: var(--accent);
+}
+
+.menu-label {
+  padding: 0.35rem 0.55rem 0.15rem;
+  font-size: 0.75rem;
+  color: var(--muted);
+  font-weight: 600;
+}
+
+.menu select {
+  width: 100%;
+  min-height: var(--control-h);
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  padding: 0 0.5rem;
+  font: inherit;
+}
+
+.bulk-bar {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  align-items: center;
+  padding: 0.55rem 0.75rem;
+  background: var(--accent-soft);
+  border-radius: var(--radius);
+  border: 1px solid color-mix(in srgb, var(--accent) 25%, transparent);
+}
+
+.table-wrap {
+  overflow-x: auto;
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  background: #fff;
+}
+
+.data-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: var(--fs-sm);
+}
+
+.data-table th,
+.data-table td {
+  padding: 0.65rem 0.75rem;
+  text-align: start;
+  border-bottom: 1px solid var(--line);
+  white-space: nowrap;
+}
+
+.data-table th {
+  font-weight: 600;
+  color: var(--muted);
+  background: color-mix(in srgb, var(--surface-2, #f8fafc) 80%, #fff);
+}
+
+.row-click {
+  cursor: pointer;
+}
+
+.row-click:hover {
+  background: color-mix(in srgb, var(--accent-soft) 55%, #fff);
+}
+
+.check-col {
+  width: 2.25rem;
+}
+
+.sub {
+  display: block;
+  color: var(--muted);
+  font-size: 0.8rem;
+  font-weight: 400;
+}
+
+.stage-pill {
+  display: inline-block;
+  padding: 0.15rem 0.55rem;
+  border-radius: 999px;
+  background: var(--accent-soft);
+  color: var(--accent);
+  font-size: 0.8rem;
+}
+
+.muted {
+  color: var(--muted);
+}
+
+.ok {
+  color: #0f766e;
+  margin: 0;
+}
+
+.error {
+  color: #b91c1c;
+  margin: 0;
+}
+
+@media (max-width: 640px) {
+  .tool-label {
+    display: none;
+  }
+}
+</style>

deploy/.env.crm2.example

@@ -23,7 +23,7 @@ SMS_PASSWORD=
 SMS_SENDER=
 SMS_BASE_URL=http://smspanel.Trez.ir
 SMS_SEND_PATH=/SendMessageWithCode.ashx
-SMS_OTP_TEMPLATE=کد ورود پرتال منتکت: {code}
+SMS_OTP_TEMPLATE=کد ورود منتکت: {code}
 
 AI_ENABLED=true
 AI_PROVIDER=openai

deploy/.env.production.example

@@ -25,7 +25,7 @@ SMS_PASSWORD=
 SMS_SENDER=
 SMS_BASE_URL=http://smspanel.Trez.ir
 SMS_SEND_PATH=/SendMessageWithCode.ashx
-SMS_OTP_TEMPLATE=کد ورود پرتال منتکت: {code}
+SMS_OTP_TEMPLATE=کد ورود منتکت: {code}
 # SMS_TIMEOUT_MS=20000
 
 # AI — GapGPT (OpenAI-compatible)

docs/قابلیت‌های-منتکت.md

@@ -151,6 +151,9 @@ AI پیشنهاد Next Action می‌دهد؛ اعمال فقط با تأیید
 
 ## سرنخ و مالی سبک
 
+### مدیریت لیدها
+دیتابیس جدا از مشتریان برای مخاطبین بالقوه: ایمپورت اکسل، تخصیص به کارشناس، کاریز لید، ثبت تماس/پیگیری، و تبدیل به مشتری.
+
 ### فرم‌ساز سرنخ
 فرم وب عمومی با لینک، iframe و QR؛ ساخت شخص و معامله.
 

docs/وضعیت-پیشرفت.md

@@ -14,6 +14,7 @@
 
 | تاریخ | مورد |
 |---|---|
+| ۱۴۰۵/۷/۵ | ماژول مدیریت لیدها: ایمپورت اکسل، تخصیص، Kanban، تبدیل به مشتری، جلوگیری از تکراری |
 | ۱۴۰۵/۷/۵ | نرخ تبدیل گزارشات (سبک دیدار): ورودی→موفق + محور زمان/کاربر/منبع |
 | ۱۴۰۵/۷/۵ | خلاصه خودکار تماس VoIP (ضبط/متن → STT → AI → یادداشت call_result) |
 | ۱۴۰۵/۷/۵ | هم‌ترازی چک‌لیست: API عمومی/وب‌هوک، پیامک گروهی، ووکامرس، VoIP؛ درگاه پرداخت عمداً نه |
@@ -88,6 +89,7 @@
 | وضعیت | مورد |
 |---|---|
 | [x] | فرم‌ساز سرنخ + لینک / iframe / QR | شخص+معامله؛ round-robin |
+| [x] | مدیریت لیدها (جدا از مشتری) | ایمپورت اکسل پس‌زمینه، وضعیت/Kanban، تخصیص دستی/نوبتی، تبدیل به مشتری، ضدتکراری |
 | [x] | پیش‌فاکتور | لیست/فرم، از معامله، چاپ |
 | [x] | فاکتور / پرداخت / اقساط | صدور، وصول، برنامه اقساط |
 | [x] | هدف و پیش‌بینی فروش | هدف ماهانه + خانه |

packages/shared/src/index.ts

@@ -124,7 +124,8 @@ export type OrgModuleKey =
   | "teams"
   | "woocommerce"
   | "voip"
-  | "reservations";
+  | "reservations"
+  | "leads";
 
 export const ORG_MODULE_KEYS: OrgModuleKey[] = [
   "customers",
@@ -139,6 +140,7 @@ export const ORG_MODULE_KEYS: OrgModuleKey[] = [
   "workflow_automations",
   "message_automations",
   "lead_forms",
+  "leads",
   "project_boards",
   "inventory",
   "cheques",
@@ -174,6 +176,7 @@ export const ORG_MODULE_LABELS: Record<OrgModuleKey, string> = {
   workflow_automations: "اتوماسیون گردش کار",
   message_automations: "اتوماسیون پیامک",
   lead_forms: "�رم‌ساز سرنخ",
+  leads: "مدیریت لیدها",
   project_boards: "کاریز پروژه",
   inventory: "انبار",
   cheques: "چک‌ها",
@@ -205,6 +208,7 @@ export const ORG_MODULE_GROUPS: Array<{
     title: "�روش",
     keys: [
       "pipeline",
+      "leads",
       "products",
       "invoices",
       "quotes",
@@ -3657,3 +3661,209 @@ export interface ReservationListResponse {
   items: ReservationAppointmentDto[];
   total: number;
 }
+
+/* ——— ãÏíÑíÊ áíÏåÇ ——— */
+
+export type LeadAssignRule = "round_robin" | "equal_split";
+
+export interface LeadStageDto {
+  id: string;
+  name: string;
+  position: number;
+  color: string;
+  showOnBoard: boolean;
+  isConverted: boolean;
+  isLost: boolean;
+  isUnqualified: boolean;
+  leadCount?: number;
+}
+
+export interface CreateLeadStageRequest {
+  name: string;
+  color?: string;
+  showOnBoard?: boolean;
+  isConverted?: boolean;
+  isLost?: boolean;
+  isUnqualified?: boolean;
+}
+
+export interface UpdateLeadStageRequest {
+  name?: string;
+  color?: string;
+  showOnBoard?: boolean;
+  isConverted?: boolean;
+  isLost?: boolean;
+  isUnqualified?: boolean;
+  position?: number;
+}
+
+export interface LeadDto {
+  id: string;
+  title: string;
+  contactName: string | null;
+  mobile: string;
+  phone: string | null;
+  city: string | null;
+  region: string | null;
+  trade: string | null;
+  source: string | null;
+  notes: string | null;
+  estimatedValue: number | null;
+  stageId: string;
+  stageName: string;
+  position: number;
+  assigneeId: string | null;
+  assigneeName: string | null;
+  lastContactAt: string | null;
+  nextFollowUpAt: string | null;
+  convertedPersonId: string | null;
+  convertedAt: string | null;
+  archivedAt: string | null;
+  daysInStage: number;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export interface LeadEventDto {
+  id: string;
+  type: string;
+  title: string;
+  body: string | null;
+  actorId: string | null;
+  createdAt: string;
+}
+
+export interface CreateLeadRequest {
+  title: string;
+  mobile: string;
+  contactName?: string | null;
+  phone?: string | null;
+  city?: string | null;
+  region?: string | null;
+  trade?: string | null;
+  source?: string | null;
+  notes?: string | null;
+  estimatedValue?: number | null;
+  stageId?: string;
+  assigneeId?: string | null;
+  nextFollowUpAt?: string | null;
+}
+
+export interface UpdateLeadRequest {
+  title?: string;
+  mobile?: string;
+  contactName?: string | null;
+  phone?: string | null;
+  city?: string | null;
+  region?: string | null;
+  trade?: string | null;
+  source?: string | null;
+  notes?: string | null;
+  estimatedValue?: number | null;
+  stageId?: string;
+  assigneeId?: string | null;
+  nextFollowUpAt?: string | null;
+  lastContactAt?: string | null;
+}
+
+export interface MoveLeadRequest {
+  stageId: string;
+  position?: number;
+}
+
+export interface AssignLeadsRequest {
+  leadIds: string[];
+  assigneeId: string;
+}
+
+export interface BulkLeadStageRequest {
+  leadIds: string[];
+  stageId: string;
+}
+
+export interface AutoAssignLeadsRequest {
+  rule?: LeadAssignRule;
+  leadIds?: string[];
+  assigneeIds?: string[];
+  onlyUnassigned?: boolean;
+}
+
+export interface LeadCallLogRequest {
+  outcome?: string;
+  body?: string;
+  nextFollowUpAt?: string | null;
+  stageId?: string;
+}
+
+export interface LeadNoteRequest {
+  body: string;
+}
+
+export interface LeadFollowUpRequest {
+  nextFollowUpAt: string;
+  body?: string;
+}
+
+export interface ConvertLeadRequest {
+  firstName?: string;
+  lastName?: string;
+  createIfMissing?: boolean;
+}
+
+export interface ConvertLeadResult {
+  lead: LeadDto;
+  personId: string;
+  createdPerson: boolean;
+}
+
+export interface LeadDuplicateCheckResult {
+  exists: boolean;
+  kind: "lead" | "person" | null;
+  id: string | null;
+  title: string | null;
+}
+
+export interface LeadImportJobDto {
+  id: string;
+  fileName: string | null;
+  status: string;
+  totalCount: number;
+  processedCount: number;
+  successCount: number;
+  duplicateCount: number;
+  errorCount: number;
+  errorSamples: string[];
+  startedAt: string | null;
+  finishedAt: string | null;
+  createdAt: string;
+}
+
+export interface LeadImportRow {
+  title?: string;
+  contactName?: string;
+  mobile?: string;
+  phone?: string;
+  city?: string;
+  region?: string;
+  trade?: string;
+  source?: string;
+  notes?: string;
+}
+
+export interface LeadStatsDto {
+  total: number;
+  newCount: number;
+  unassigned: number;
+  byAssignee: Array<{ userId: string; fullName: string; count: number }>;
+  callsLogged: number;
+  withFollowUp: number;
+  interested: number;
+  converted: number;
+  lost: number;
+  conversionRate: number;
+}
+
+export interface LeadBoardColumnDto {
+  stage: LeadStageDto;
+  leads: LeadDto[];
+}