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