feat(tahesab): sync full customer profile fields into CRM people

Pull national id, address, city, and rasteh on import/refresh so person records match Tahesab, and surface them on the person form and profile.

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

apps/api/src/integrations/tahesab/__tests__/tahesab-unit.check.ts

@@ -1,4 +1,11 @@
 import { createCipheriv, createDecipheriv, randomBytes } from 'crypto';
+import {
+  pickAddress,
+  pickCity,
+  pickNationalId,
+  pickRasteh,
+  tahesabProfilePatch,
+} from '../moshtari-profile';
 import {
   assertFactorCode,
   buildFactorCode,
@@ -116,12 +123,52 @@ function testSanadBuilders() {
   assert(bank[12] === fc, 'bank factor index');
 }
 
+function testMoshtariProfile() {
+  const row = {
+    CodeMelli: '00112312311',
+    Address: 'خیابان ولیعصر',
+    City: 'تهران',
+    Rasteh: 2,
+    BDate: null,
+  };
+  assert(pickNationalId(row) === '00112312311', 'national id');
+  assert(pickAddress(row) === 'خیابان ولیعصر', 'address');
+  assert(pickCity(row) === 'تهران', 'city');
+  assert(pickRasteh(row) === 2, 'rasteh');
+  assert(pickNationalId({ CodeMelli: '-1' }) == null, 'skip -1 national');
+
+  const patch = tahesabProfilePatch(row, {
+    birthDate: null,
+    addresses: [],
+    customFields: { keep: true },
+  });
+  assert(Array.isArray(patch.addresses) && patch.addresses[0] === 'خیابان ولیعصر، تهران', 'addr+city');
+  const fields = patch.customFields as Record<string, unknown>;
+  assert(fields.nationalId === '00112312311', 'cf national');
+  assert(fields.city === 'تهران', 'cf city');
+  assert(fields.rasteh === 2, 'cf rasteh');
+  assert(fields.keep === true, 'cf merge');
+
+  const emptyKeep = tahesabProfilePatch(
+    { CodeMelli: '', Address: '', City: '', Rasteh: '' },
+    {
+      birthDate: new Date('2000-01-01'),
+      addresses: ['قدیمی'],
+      customFields: { nationalId: '111' },
+    },
+  );
+  assert(emptyKeep.addresses == null, 'empty does not wipe address');
+  assert(emptyKeep.customFields == null, 'empty does not wipe custom');
+  assert(emptyKeep.birthDate == null, 'existing birth kept');
+}
+
 function main() {
   testCryptoRoundtrip();
   testFactorCode();
   testMobile();
   testMandehNormalize();
   testSanadBuilders();
+  testMoshtariProfile();
   console.log('tahesab unit checks: OK');
 }
 

apps/api/src/integrations/tahesab/moshtari-profile.ts

@@ -0,0 +1,113 @@
+import { Prisma } from '@prisma/client';
+import { parseBirthDate } from '../../common/excel';
+
+export function pickBirthDate(row: Record<string, unknown>): Date | null {
+  const raw =
+    row.BDate ??
+    row.bDate ??
+    row.Tarikh_Tavalod ??
+    row.tarikh_tavalod ??
+    row.BirthDate;
+  if (raw == null) return null;
+  return parseBirthDate(String(raw));
+}
+
+function trimStr(raw: unknown): string | null {
+  if (raw == null) return null;
+  const s = String(raw).trim();
+  if (!s || s === '-1') return null;
+  return s;
+}
+
+/** کد ملی از پاسخ لیست مشتری ته‌حساب */
+export function pickNationalId(row: Record<string, unknown>): string | null {
+  return (
+    trimStr(row.CodeMelli) ??
+    trimStr(row.CodeMeli) ??
+    trimStr(row.codeMeli) ??
+    trimStr(row.NationalId) ??
+    null
+  );
+}
+
+export function pickAddress(row: Record<string, unknown>): string | null {
+  return trimStr(row.Address) ?? trimStr(row.address) ?? null;
+}
+
+export function pickCity(row: Record<string, unknown>): string | null {
+  return trimStr(row.City) ?? trimStr(row.city) ?? trimStr(row.Shahr) ?? null;
+}
+
+/** رسته حساب در ته‌حساب (عدد یا رشته) */
+export function pickRasteh(row: Record<string, unknown>): string | number | null {
+  const raw = row.Rasteh ?? row.rasteh ?? row.Raste;
+  if (raw == null || raw === '') return null;
+  if (typeof raw === 'number' && Number.isFinite(raw)) return raw;
+  const s = String(raw).trim();
+  if (!s || s === '-1') return null;
+  const n = Number(s);
+  return Number.isFinite(n) && String(n) === s ? n : s;
+}
+
+function asCustomFieldRecord(raw: unknown): Record<string, unknown> {
+  if (raw && typeof raw === 'object' && !Array.isArray(raw)) {
+    return { ...(raw as Record<string, unknown>) };
+  }
+  return {};
+}
+
+function asAddressList(raw: unknown): string[] {
+  if (!Array.isArray(raw)) return [];
+  return raw
+    .map((a) => (typeof a === 'string' ? a.trim() : ''))
+    .filter(Boolean);
+}
+
+/**
+ * فیلدهای پروفایل قابل‌دریافت از DoListMoshtari را روی شخص می‌نشاند.
+ * مقدار خالی ته‌حساب، دادهٔ موجود CRM را پاک نمی‌کند.
+ */
+export function tahesabProfilePatch(
+  row: Record<string, unknown>,
+  existing: {
+    birthDate: Date | null;
+    addresses: unknown;
+    customFields: unknown;
+  },
+): Prisma.PersonUpdateInput {
+  const data: Prisma.PersonUpdateInput = {};
+  const birthDate = pickBirthDate(row);
+  if (!existing.birthDate && birthDate) data.birthDate = birthDate;
+
+  const address = pickAddress(row);
+  const city = pickCity(row);
+  if (address) {
+    const line = city ? `${address}، ${city}` : address;
+    data.addresses = [line] as Prisma.InputJsonValue;
+  } else if (city && asAddressList(existing.addresses).length === 0) {
+    data.addresses = [city] as Prisma.InputJsonValue;
+  }
+
+  const fields = asCustomFieldRecord(existing.customFields);
+  let fieldsChanged = false;
+  const nationalId = pickNationalId(row);
+  if (nationalId) {
+    fields.nationalId = nationalId;
+    fieldsChanged = true;
+  }
+  if (city) {
+    fields.city = city;
+    fieldsChanged = true;
+  }
+  if (address) {
+    fields.address = address;
+    fieldsChanged = true;
+  }
+  const rasteh = pickRasteh(row);
+  if (rasteh != null) {
+    fields.rasteh = rasteh;
+    fieldsChanged = true;
+  }
+  if (fieldsChanged) data.customFields = fields as Prisma.InputJsonValue;
+  return data;
+}

apps/api/src/integrations/tahesab/person-link.service.ts

@@ -26,8 +26,9 @@ import {
   SearchTahesabDto,
   SyncGroupsPageDto,
 } from './dto';
-import { formatJalaliDate, parseBirthDate } from '../../common/excel';
+import { formatJalaliDate } from '../../common/excel';
 import { CustomerGroupsService } from '../../customer-groups/customer-groups.service';
+import { pickBirthDate, tahesabProfilePatch } from './moshtari-profile';
 import { normalizeIranMobile, SanadBuilders, type TahesabApi } from './tahesab-methods';
 
 /** موبایل ته‌حساب را به شکل 0912… ذخیره می‌کند، حتی اگر قبلاً 912… یا +98912… بوده باشد. */
@@ -83,17 +84,6 @@ function pickTel(row: Record<string, unknown>): string {
   return String(row.Tel ?? row.Phone ?? row.Mobile ?? row.tel ?? '');
 }
 
-function pickBirthDate(row: Record<string, unknown>): Date | null {
-  const raw =
-    row.BDate ??
-    row.bDate ??
-    row.Tarikh_Tavalod ??
-    row.tarikh_tavalod ??
-    row.BirthDate;
-  if (raw == null) return null;
-  return parseBirthDate(String(raw));
-}
-
 function firstAddress(raw: unknown): string | undefined {
   if (!Array.isArray(raw)) return undefined;
   const first = raw.find((a) => typeof a === 'string' && a.trim());
@@ -710,8 +700,8 @@ export class TahesabPersonLinkService {
           ...carryPreviousSource(existing, 'tahesab'),
           importSource: 'tahesab',
           sourceRef,
-          ...(!existing.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
           ...canonicalMobileUpdate(mobile, existing),
+          ...tahesabProfilePatch(row, existing),
         },
       });
     } else {
@@ -772,12 +762,17 @@ export class TahesabPersonLinkService {
             ...carryPreviousSource(byMobile, 'tahesab'),
             importSource: 'tahesab',
             sourceRef,
-            ...(!byMobile.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
             ...canonicalMobileUpdate(mobile, byMobile),
+            ...tahesabProfilePatch(row, byMobile),
           },
         });
         personId = byMobile.id;
       } else {
+        const profile = tahesabProfilePatch(row, {
+          birthDate: null,
+          addresses: [],
+          customFields: {},
+        });
         const created = await this.prisma.person.create({
           data: {
             organizationId,
@@ -790,7 +785,9 @@ export class TahesabPersonLinkService {
             notes: `واردشده از ته‌حساب (کد ${dto.moshtariCode})`,
             importSource: 'tahesab',
             sourceRef,
-            birthDate: pickBirthDate(row),
+            birthDate: (profile.birthDate as Date | undefined) ?? null,
+            addresses: (profile.addresses as Prisma.InputJsonValue) ?? [],
+            customFields: (profile.customFields as Prisma.InputJsonValue) ?? {},
           },
         });
         personId = created.id;
@@ -837,7 +834,7 @@ export class TahesabPersonLinkService {
     return { personId, link: this.linkDto(link) };
   }
 
-  /** نام، موبایل و گروه مشتریِ از قبل لینک‌شده را با ردیف ته‌حساب تازه می‌کند. */
+  /** پروفایل و گروه مشتریِ از قبل لینک‌شده را با ردیف ته‌حساب تازه می‌کند. */
   private async refreshLinkedCustomer(
     organizationId: string,
     connectionId: string,
@@ -878,10 +875,8 @@ export class TahesabPersonLinkService {
         ...carryPreviousSource(existing, 'tahesab'),
         importSource: 'tahesab',
         sourceRef: String(moshtariCode),
-        ...(!existing.birthDate && pickBirthDate(row)
-          ? { birthDate: pickBirthDate(row) }
-          : {}),
         ...canonicalMobileUpdate(storedPhoneNumber(pickTel(row)), existing),
+        ...tahesabProfilePatch(row, existing),
       },
     });
     await this.applyTahesabGroup(organizationId, connectionId, personId, row);
@@ -1086,19 +1081,16 @@ export class TahesabPersonLinkService {
       try {
         const linkedPersonId = linkedByCode.get(moshtariCode);
         if (linkedPersonId) {
-          const birthDate = pickBirthDate(rowsByCode.get(moshtariCode) ?? {});
-          if (birthDate) {
-            await this.prisma.person.updateMany({
-              where: { id: linkedPersonId, birthDate: null },
-              data: { birthDate },
-            });
+          const row = rowsByCode.get(moshtariCode);
+          if (row) {
+            await this.refreshLinkedCustomer(
+              organizationId,
+              dto.connectionId,
+              linkedPersonId,
+              moshtariCode,
+              row,
+            );
           }
-          await this.applyTahesabGroup(
-            organizationId,
-            dto.connectionId,
-            linkedPersonId,
-            rowsByCode.get(moshtariCode),
-          );
           items.push({
             moshtariCode,
             ok: true,