Edit the artificial intelligence of the Mentact assistant

apps/api/src/ai/ai-ask.service.ts

@@ -11,7 +11,16 @@ import {
   noteAccessWhere,
   ownerWhere,
 } from '../common/record-scope';
-import { BUSINESS_FIELD_LABELS, brand, brandSuggestionFa, isBusinessField } from '@mento/shared';
+import {
+  BILLING_PLAN_LABELS,
+  BUSINESS_FIELD_LABELS,
+  USER_ROLE_LABELS,
+  brand,
+  brandSuggestionFa,
+  isBusinessField,
+  type BillingPlanCode,
+  type UserRole,
+} from '@mento/shared';
 import { AiService } from './ai.service';
 
 type CatalogItem = AskMentoSourceDto;
@@ -22,6 +31,14 @@ function clip(value: string | null | undefined, max = 280) {
   return text.length > max ? `${text.slice(0, max)}…` : text;
 }
 
+function roleLabel(role: string) {
+  return USER_ROLE_LABELS[role as UserRole] ?? role;
+}
+
+function planLabel(code: string) {
+  return BILLING_PLAN_LABELS[code as BillingPlanCode] ?? code;
+}
+
 @Injectable()
 export class AiAskService {
   constructor(
@@ -39,12 +56,14 @@ export class AiAskService {
       answer?: string;
       sources?: Array<{ type?: string; id?: string; label?: string }>;
     }>(
-      `You are ${brand.name}, a Persian CRM sales assistant.
-Answer ONLY from the CRM context. If the context is insufficient, say so in Persian.
+      `You are ${brand.name}, a Persian CRM assistant for this user's account.
+"محیط" means a workspace/organization the user belongs to (listed under Workspace facts).
+Workspace facts are complete and authoritative. Use them for questions about how many environments the user has, the current environment, role, subscription, team size, and record counts.
+Answer ONLY from the CRM context. Never say a workspace fact is unavailable if it appears in the context.
 Do not invent customers, amounts, dates, or promises.
 Return JSON: { "answer": string, "sources": [{ "type": "person"|"note"|"activity"|"deal"|"memory", "id": string, "label": string }] }
-Use at most 4 sources, and only ids that appear in the context.
-Write the answer in Persian, concise, with dates when present.`,
+Use at most 4 sources, and only ids that appear in the context. Workspace facts do not need sources.
+Write the answer in Persian, concise, with exact numbers and names when present.`,
       `Question:\n${question.trim()}\n\nCRM context:\n${context}`,
     );
 
@@ -102,11 +121,108 @@ Rules:
       if (!person) throw new NotFoundException('شخص پیدا نشد');
     }
 
-    const [org, notes, activities, deals, memories] = await Promise.all([
+    const now = new Date();
+    const todayStart = new Date(now);
+    todayStart.setHours(0, 0, 0, 0);
+    const todayEnd = new Date(now);
+    todayEnd.setHours(23, 59, 59, 999);
+    const dealScope = ownerWhere(actor);
+    const activityScope = assigneeWhere(actor);
+    const personScope = ownerWhere(actor);
+
+    const [
+      org,
+      user,
+      memberships,
+      ownerBilling,
+      peopleCount,
+      openDealCount,
+      staleDealCount,
+      overdueActivityCount,
+      todayActivityCount,
+      teamCount,
+      notes,
+      activities,
+      deals,
+      memories,
+    ] = await Promise.all([
       this.prisma.organization.findUnique({
         where: { id: actor.organizationId },
         select: { name: true, businessField: true },
       }),
+      this.prisma.user.findUnique({
+        where: { id: actor.userId },
+        select: { fullName: true, email: true, mobile: true },
+      }),
+      this.prisma.membership.findMany({
+        where: {
+          userId: actor.userId,
+          isActive: true,
+          organization: { isActive: true },
+        },
+        select: {
+          role: true,
+          organizationId: true,
+          organization: { select: { name: true } },
+        },
+        orderBy: { createdAt: 'asc' },
+      }),
+      this.prisma.billingAccount.findFirst({
+        where: {
+          owner: {
+            memberships: {
+              some: {
+                organizationId: actor.organizationId,
+                role: 'owner',
+                isActive: true,
+              },
+            },
+          },
+        },
+        select: {
+          planCode: true,
+          status: true,
+          expiresAt: true,
+          maxOrganizations: true,
+        },
+      }),
+      this.prisma.person.count({
+        where: { organizationId: actor.organizationId, ...personScope },
+      }),
+      this.prisma.deal.count({
+        where: {
+          organizationId: actor.organizationId,
+          status: 'open',
+          ...dealScope,
+        },
+      }),
+      this.prisma.deal.count({
+        where: {
+          organizationId: actor.organizationId,
+          status: 'open',
+          ...dealScope,
+          OR: [{ isStale: true }, { isRotten: true }],
+        },
+      }),
+      this.prisma.activity.count({
+        where: {
+          organizationId: actor.organizationId,
+          ...activityScope,
+          status: 'open',
+          dueAt: { lt: now },
+        },
+      }),
+      this.prisma.activity.count({
+        where: {
+          organizationId: actor.organizationId,
+          ...activityScope,
+          status: 'open',
+          dueAt: { gte: todayStart, lte: todayEnd },
+        },
+      }),
+      this.prisma.membership.count({
+        where: { organizationId: actor.organizationId, isActive: true },
+      }),
       this.prisma.note.findMany({
         where: {
           organizationId: actor.organizationId,
@@ -176,11 +292,35 @@ Rules:
       org?.businessField && isBusinessField(org.businessField)
         ? BUSINESS_FIELD_LABELS[org.businessField]
         : 'نامشخص';
+    const envLines = memberships.map((row) => {
+      const current = row.organizationId === actor.organizationId ? ' [current]' : '';
+      return `${row.organization.name}${current} (role=${roleLabel(row.role)})`;
+    });
+    const billingDays = ownerBilling
+      ? Math.max(
+          0,
+          Math.ceil(
+            (ownerBilling.expiresAt.getTime() - now.getTime()) /
+              (24 * 60 * 60 * 1000),
+          ),
+        )
+      : null;
     const lines: string[] = [
-      `Today: ${new Date().toISOString()}`,
-      `Organization: ${org?.name ?? '—'} | business field: ${field}`,
-      personId ? `Focus personId: ${personId}` : 'Scope: current user records',
+      `Today: ${now.toISOString()}`,
+      'Workspace facts (authoritative):',
+      `User: ${user?.fullName ?? '—'} | email: ${user?.email ?? '—'} | mobile: ${user?.mobile ?? '—'} | role in current environment: ${roleLabel(actor.role)}`,
+      `Environments (محیط) count: ${memberships.length}`,
+      `Environments: ${envLines.join(' | ') || 'none'}`,
+      `Current environment: ${org?.name ?? '—'} | business field: ${field} | team members: ${teamCount} | people: ${peopleCount} | open deals: ${openDealCount} | at-risk deals: ${staleDealCount} | overdue activities: ${overdueActivityCount} | activities due today: ${todayActivityCount}`,
     ];
+    if (ownerBilling && billingDays != null) {
+      lines.push(
+        `Subscription of current environment owner: ${planLabel(ownerBilling.planCode)} | status=${ownerBilling.status} | days remaining=${billingDays} | max environments=${ownerBilling.maxOrganizations}`,
+      );
+    }
+    lines.push(
+      personId ? `Focus personId: ${personId}` : 'Scope: current user records in the current environment',
+    );
 
     if (personId) {
       const person = await this.prisma.person.findFirst({

apps/web/src/components/dashboard/HomeAiAssistant.vue

@@ -37,7 +37,7 @@ function pick(label: string) {
 </script>
 
 <template>
-  <article class="panel">
+  <article id="home-ai-assistant" class="panel">
     <header class="panel-head">
       <h2>
         <span class="spark"><UiIcon name="sparkle" :size="15" /></span>
@@ -62,6 +62,9 @@ function pick(label: string) {
     </div>
 
     <p v-if="error" class="ai-error">{{ error }}</p>
+    <div v-else-if="asking" class="ai-answer">
+      <p>در حال پاسخ…</p>
+    </div>
     <div v-else-if="answer" class="ai-answer">
       <p>{{ answer }}</p>
       <div v-if="sources?.length" class="sources">

apps/web/src/components/dashboard/HomeHero.vue

@@ -12,6 +12,9 @@ const props = defineProps<{
   userInitial: string;
   alerts: HomeDashboardAlertDto[];
   askQuery: string;
+  asking?: boolean;
+  askAnswer?: string;
+  askError?: string;
 }>();
 
 const emit = defineEmits<{
@@ -77,6 +80,12 @@ function alertIcon(tone: string) {
   if (tone === 'success') return 'trend' as const;
   return 'sparkle' as const;
 }
+
+const shortcutLabel = computed(() =>
+  typeof navigator !== 'undefined' && /Mac|iPhone|iPad/i.test(navigator.platform)
+    ? '⌘K'
+    : 'Ctrl+K',
+);
 </script>
 
 <template>
@@ -114,16 +123,26 @@ function alertIcon(tone: string) {
         </RouterLink>
       </div>
 
-      <form class="hero-ask" @submit.prevent="emit('ask')">
-        <UiIcon name="sparkle" :size="18" class="ask-ico" />
-        <input
-          :value="askQuery"
-          type="search"
-          :placeholder="brand.askPlaceholderFa"
-          @input="emit('update:askQuery', ($event.target as HTMLInputElement).value)"
-        />
-        <kbd>⌘K</kbd>
-      </form>
+      <div class="hero-ask-wrap">
+        <form class="hero-ask" @submit.prevent="emit('ask')">
+          <UiIcon name="sparkle" :size="18" class="ask-ico" />
+          <input
+            id="home-hero-ask"
+            :value="askQuery"
+            type="search"
+            :placeholder="brand.askPlaceholderFa"
+            :disabled="asking"
+            @input="emit('update:askQuery', ($event.target as HTMLInputElement).value)"
+          />
+          <kbd>{{ shortcutLabel }}</kbd>
+          <button type="submit" class="ask-send" aria-label="ارسال" :disabled="asking">
+            <UiIcon name="send" :size="15" />
+          </button>
+        </form>
+        <p v-if="asking" class="hero-ask-status">در حال پاسخ…</p>
+        <p v-else-if="askError" class="hero-ask-status err">{{ askError }}</p>
+        <p v-else-if="askAnswer" class="hero-ask-status">{{ askAnswer }}</p>
+      </div>
     </div>
 
     <MentoAiAvatar class="hero-bot" :size="156" />
@@ -333,16 +352,22 @@ function alertIcon(tone: string) {
   color: #16a34a;
 }
 
+.hero-ask-wrap {
+  display: grid;
+  gap: 0.45rem;
+  max-width: 520px;
+  width: 100%;
+}
+
 .hero-ask {
   display: flex;
   align-items: center;
   gap: 0.55rem;
-  max-width: 520px;
   width: 100%;
   background: #fff;
   color: #0f172a;
   border-radius: 999px;
-  padding: 0.55rem 0.9rem;
+  padding: 0.45rem 0.45rem 0.45rem 0.9rem;
   box-shadow: 0 10px 24px rgba(15, 23, 42, 0.1);
 }
 
@@ -374,6 +399,40 @@ function alertIcon(tone: string) {
   flex-shrink: 0;
 }
 
+.ask-send {
+  width: 34px;
+  height: 34px;
+  border: 0;
+  border-radius: 999px;
+  background: #14b8a6;
+  color: #fff;
+  cursor: pointer;
+  display: grid;
+  place-items: center;
+  flex-shrink: 0;
+}
+
+.ask-send:disabled {
+  opacity: 0.55;
+  cursor: wait;
+}
+
+.hero-ask-status {
+  margin: 0;
+  padding: 0.55rem 0.85rem;
+  border-radius: 14px;
+  background: rgba(255, 255, 255, 0.16);
+  color: #fff;
+  font-size: 0.82rem;
+  line-height: 1.7;
+  max-height: 7.5rem;
+  overflow: auto;
+}
+
+.hero-ask-status.err {
+  background: rgba(185, 28, 28, 0.28);
+}
+
 .hero-bot {
   position: relative;
   z-index: 1;

apps/web/src/views/HomeView.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed, onMounted, ref } from 'vue';
+import { computed, nextTick, onMounted, onUnmounted, ref } from 'vue';
 import { useAuthStore } from '@/stores/auth';
 import { api } from '@/lib/api';
 import { formatMoney } from '@/lib/money';
@@ -89,6 +89,10 @@ async function submitAsk(preset?: string) {
     const { data } = await api.post<AskMentoResponse>('/ai/ask', { question: q });
     askAnswer.value = data.answer;
     askSources.value = data.sources ?? [];
+    await nextTick();
+    document
+      .getElementById('home-ai-assistant')
+      ?.scrollIntoView({ behavior: 'smooth', block: 'nearest' });
   } catch (e) {
     if (axios.isAxiosError(e)) {
       const msg = (e.response?.data as { message?: string | string[] })?.message;
@@ -101,7 +105,18 @@ async function submitAsk(preset?: string) {
   }
 }
 
+function onAskHotkey(e: KeyboardEvent) {
+  if (!(e.metaKey || e.ctrlKey) || e.key.toLowerCase() !== 'k') return;
+  const tag = (e.target as HTMLElement | null)?.tagName;
+  if (tag === 'TEXTAREA' || (tag === 'INPUT' && (e.target as HTMLInputElement).id !== 'home-hero-ask')) {
+    return;
+  }
+  e.preventDefault();
+  document.getElementById('home-hero-ask')?.focus();
+}
+
 onMounted(async () => {
+  window.addEventListener('keydown', onAskHotkey);
   loading.value = true;
   try {
     const [homeRes, actRes, boardRes] = await Promise.all([
@@ -120,6 +135,10 @@ onMounted(async () => {
     loading.value = false;
   }
 });
+
+onUnmounted(() => {
+  window.removeEventListener('keydown', onAskHotkey);
+});
 </script>
 
 <template>
@@ -129,6 +148,9 @@ onMounted(async () => {
       :first-name="firstName"
       :user-initial="userInitial"
       :alerts="home?.alerts ?? []"
+      :asking="asking"
+      :ask-answer="askAnswer"
+      :ask-error="askError"
       v-model:ask-query="askQuery"
       @ask="submitAsk"
     />
@@ -152,6 +174,7 @@ onMounted(async () => {
         />
         <HomeSourcesChart :sources="home?.sources ?? []" />
         <HomeAiAssistant
+          id="home-ai-assistant"
           v-model:ask-query="askQuery"
           :asking="asking"
           :answer="askAnswer"