Editing of the project's Kariz page

apps/api/src/pipelines/deals-excel.service.ts

@@ -0,0 +1,319 @@
+import { Injectable } from '@nestjs/common';
+import type { DealStatus, ImportContactsResult } from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import type { Actor } from '../common/record-scope';
+import { ownerWhere, resolveOwnerId } from '../common/record-scope';
+import { toJsonCustomFields } from '../common/custom-fields';
+import { normalizePhone } from '../contacts/normalize';
+import {
+  formatJalaliDate,
+  parseAmount,
+  parseJalaliDateTime,
+  readMappedRows,
+  writeXlsx,
+} from '../common/excel';
+import { PipelinesService } from './pipelines.service';
+
+const DEAL_COLUMNS = [
+  { header: '_type', key: '_type', width: 12 },
+  { header: 'کد دیدار معامله', key: 'didarId', width: 16 },
+  { header: 'عنوان معامله', key: 'title', width: 28 },
+  { header: 'مبلغ معامله', key: 'amount', width: 16 },
+  { header: 'ارز معامله', key: 'currency', width: 12 },
+  { header: 'وضعیت معامله', key: 'status', width: 14 },
+  { header: 'مسئول معامله', key: 'ownerName', width: 18 },
+  { header: 'مجوز مشاهده معامله', key: 'visibility', width: 18 },
+  { header: 'تاریخ ثبت معامله', key: 'createdAt', width: 16 },
+  { header: 'نام خانوادگی شخص معامله', key: 'personName', width: 22 },
+  { header: 'کد دیدار شخص', key: 'personCode', width: 14 },
+  { header: 'موبایل شخص معامله', key: 'personMobile', width: 16 },
+  { header: 'نام شرکت معامله', key: 'companyName', width: 22 },
+  { header: 'کاریز معامله', key: 'pipelineName', width: 20 },
+  { header: 'مرحله کاریز معامله', key: 'stageName', width: 18 },
+  { header: 'تاریخ انجام معامله', key: 'expectedCloseAt', width: 16 },
+  { header: 'منبع معامله', key: 'source', width: 16 },
+  { header: 'توضیحات معامله', key: 'notes', width: 32 },
+  { header: 'برچسب', key: 'tags', width: 16 },
+];
+
+const DEAL_ALIASES: Record<string, string> = {
+  _type: '_type',
+  type: '_type',
+  کددیدارمعامله: 'didarId',
+  عنوانمعامله: 'title',
+  عنوان: 'title',
+  مبلغمعامله: 'amount',
+  مبلغ: 'amount',
+  ارزمعامله: 'currency',
+  ارز: 'currency',
+  وضعیتمعامله: 'status',
+  مسئولمعامله: 'ownerName',
+  مجوزمشاهدهمعامله: 'visibility',
+  تاریخثبتمعامله: 'createdAt',
+  نامخانوادگیشخصمعامله: 'personName',
+  کددیدارشخص: 'personCode',
+  موبایلشخصمعامله: 'personMobile',
+  نامشرکتمعامله: 'companyName',
+  شرکت: 'companyName',
+  کاریزمعامله: 'pipelineName',
+  کاریز: 'pipelineName',
+  مرحلهکاریزمعامله: 'stageName',
+  مرحله: 'stageName',
+  تاریخانجاممعامله: 'expectedCloseAt',
+  منبعمعامله: 'source',
+  منبع: 'source',
+  توضیحاتمعامله: 'notes',
+  توضیحات: 'notes',
+  برچسب: 'tags',
+};
+
+function statusLabel(status: DealStatus) {
+  if (status === 'won') return 'برنده';
+  if (status === 'lost') return 'از دست‌رفته';
+  return 'باز';
+}
+
+function parseStatus(raw?: string): DealStatus {
+  const v = (raw ?? '').trim();
+  if (/برنده|won|موفق/i.test(v)) return 'won';
+  if (/از\s*دست|باخت|lost|ناموفق/i.test(v)) return 'lost';
+  return 'open';
+}
+
+function parseTags(raw?: string) {
+  return (raw ?? '')
+    .split(/[،,|#]+/)
+    .map((t) => t.trim())
+    .filter(Boolean)
+    .slice(0, 20);
+}
+
+@Injectable()
+export class DealsExcelService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly pipelines: PipelinesService,
+  ) {}
+
+  async export(actor: Actor): Promise<Buffer> {
+    const rows = await this.prisma.deal.findMany({
+      where: { organizationId: actor.organizationId, ...ownerWhere(actor) },
+      include: {
+        person: {
+          select: { id: true, firstName: true, lastName: true, mobile: true },
+        },
+        company: { select: { name: true } },
+        owner: { select: { fullName: true } },
+        pipeline: { select: { name: true } },
+        stage: { select: { name: true } },
+      },
+      orderBy: [{ updatedAt: 'desc' }],
+      take: 10000,
+    });
+
+    return writeXlsx(
+      'Deal',
+      DEAL_COLUMNS,
+      rows.map((row) => {
+        const extra = (row.customFields ?? {}) as Record<string, string>;
+        return {
+          _type: 'Deal',
+          didarId: extra.didarId ?? row.id,
+          title: row.title,
+          amount: row.amount == null ? '' : Number(row.amount),
+          currency: row.currency,
+          status: statusLabel(row.status),
+          ownerName: row.owner?.fullName ?? '',
+          visibility: 'همه افراد شرکت',
+          createdAt: formatJalaliDate(row.createdAt),
+          personName: row.person
+            ? `${row.person.firstName} ${row.person.lastName}`.trim()
+            : '',
+          personCode: row.person?.id ?? '',
+          personMobile: row.person?.mobile ?? '',
+          companyName: row.company?.name ?? '',
+          pipelineName: row.pipeline.name,
+          stageName: row.stage.name,
+          expectedCloseAt: formatJalaliDate(row.expectedCloseAt),
+          source: row.source ?? '',
+          notes: row.notes ?? '',
+          tags: (row.tags ?? []).join('، '),
+        };
+      }),
+    );
+  }
+
+  async import(actor: Actor, file: Express.Multer.File): Promise<ImportContactsResult> {
+    const rows = await readMappedRows(file, DEAL_ALIASES);
+    const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    const affected = new Map<string, string>();
+
+    for (let i = 0; i < rows.length; i++) {
+      const row = rows[i]!;
+      const rowNum = i + 2;
+      if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'deal') {
+        continue;
+      }
+      const title = (row.title || '').trim();
+      if (title.length < 2) {
+        result.errors.push({ row: rowNum, message: 'عنوان معامله الزامی است' });
+        continue;
+      }
+
+      try {
+        const status = parseStatus(row.status);
+        const { pipelineId, stageId, pipelineName } = await this.resolvePipelineAndStage(
+          actor.organizationId,
+          row.pipelineName,
+          row.stageName,
+          status,
+        );
+        affected.set(pipelineId, pipelineName);
+
+        const duplicate = await this.prisma.deal.findFirst({
+          where: { organizationId: actor.organizationId, pipelineId, title },
+          select: { id: true },
+        });
+        if (duplicate) {
+          result.skipped += 1;
+          continue;
+        }
+
+        const personId = await this.findPersonId(actor.organizationId, row);
+        const companyId = await this.findCompanyId(actor.organizationId, row.companyName);
+        const ownerId =
+          (await this.findUserId(actor.organizationId, row.ownerName)) ??
+          resolveOwnerId(actor, null);
+        const amount = parseAmount(row.amount);
+        const expectedCloseAt = parseJalaliDateTime(row.expectedCloseAt);
+        const customFields: Record<string, string> = {};
+        if (row.didarId?.trim()) customFields.didarId = row.didarId.trim();
+
+        await this.prisma.deal.create({
+          data: {
+            organizationId: actor.organizationId,
+            pipelineId,
+            stageId,
+            title,
+            amount: amount == null ? null : new Prisma.Decimal(amount),
+            currency: (row.currency || 'IRR').trim() || 'IRR',
+            status,
+            source: row.source?.trim() || null,
+            notes: row.notes?.trim() || null,
+            tags: parseTags(row.tags),
+            customFields: toJsonCustomFields(customFields),
+            expectedCloseAt,
+            personId,
+            companyId,
+            ownerId,
+          },
+        });
+        result.created += 1;
+      } catch (e) {
+        result.errors.push({
+          row: rowNum,
+          message: e instanceof Error ? e.message : 'خطای ناشناخته',
+        });
+      }
+    }
+
+    const entries = [...affected.entries()];
+    if (entries[0]) {
+      result.boardId = entries[0][0];
+      result.boards = entries.map(([, n]) => n);
+    }
+    return result;
+  }
+
+  private async resolvePipelineAndStage(
+    organizationId: string,
+    pipelineName?: string,
+    stageName?: string,
+    status: DealStatus = 'open',
+  ) {
+    const name = pipelineName?.trim() || 'کاریز فروش';
+    const wanted = stageName?.trim();
+    let pipeline = await this.prisma.pipeline.findFirst({
+      where: { organizationId, name: { equals: name, mode: 'insensitive' } },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    if (!pipeline) {
+      const created = await this.pipelines.create(organizationId, name);
+      pipeline = await this.prisma.pipeline.findFirstOrThrow({
+        where: { id: created.id },
+        include: { stages: { orderBy: { position: 'asc' } } },
+      });
+    }
+
+    if (wanted) {
+      const existing = pipeline.stages.find(
+        (s) => s.name.trim().toLowerCase() === wanted.toLowerCase(),
+      );
+      if (existing) {
+        return { pipelineId: pipeline.id, stageId: existing.id, pipelineName: pipeline.name };
+      }
+      const added = await this.pipelines.createStage(organizationId, pipeline.id, wanted);
+      const stage = added.stages.find((s) => s.name === wanted) ?? added.stages.at(-1);
+      if (!stage) throw new Error('کاریز مرحله‌ای ندارد');
+      return { pipelineId: pipeline.id, stageId: stage.id, pipelineName: pipeline.name };
+    }
+
+    const byStatus =
+      status === 'won'
+        ? pipeline.stages.find((s) => s.isWon)
+        : status === 'lost'
+          ? pipeline.stages.find((s) => s.isLost)
+          : pipeline.stages.find((s) => !s.isWon && !s.isLost);
+    const stage = byStatus ?? pipeline.stages[0];
+    if (!stage) throw new Error('کاریز مرحله‌ای ندارد');
+    return { pipelineId: pipeline.id, stageId: stage.id, pipelineName: pipeline.name };
+  }
+
+  private async findPersonId(organizationId: string, row: Record<string, string>) {
+    const mobile = normalizePhone(row.personMobile);
+    if (mobile) {
+      const needle = mobile.replace(/^\+98|^98|^0/, '');
+      const byMobile = await this.prisma.person.findFirst({
+        where: { organizationId, mobile: { contains: needle } },
+        select: { id: true },
+      });
+      if (byMobile) return byMobile.id;
+    }
+    const name = (row.personName ?? '').trim();
+    if (name) {
+      const byName = await this.prisma.person.findFirst({
+        where: {
+          organizationId,
+          OR: [
+            { lastName: { contains: name, mode: 'insensitive' } },
+            { firstName: { contains: name.split(/\s+/)[0]!, mode: 'insensitive' } },
+          ],
+        },
+        select: { id: true },
+      });
+      if (byName) return byName.id;
+    }
+    return null;
+  }
+
+  private async findCompanyId(organizationId: string, name?: string) {
+    const n = name?.trim();
+    if (!n) return null;
+    const row = await this.prisma.company.findFirst({
+      where: { organizationId, name: { equals: n, mode: 'insensitive' } },
+      select: { id: true },
+    });
+    return row?.id ?? null;
+  }
+
+  private async findUserId(organizationId: string, name?: string) {
+    const n = name?.trim();
+    if (!n) return null;
+    const row = await this.prisma.user.findFirst({
+      where: { organizationId, fullName: { contains: n, mode: 'insensitive' } },
+      select: { id: true },
+    });
+    return row?.id ?? null;
+  }
+}

apps/api/src/pipelines/deals.controller.ts

@@ -6,33 +6,72 @@ import {
   Param,
   Patch,
   Post,
+  Res,
+  StreamableFile,
+  UploadedFile,
   UseGuards,
+  UseInterceptors,
 } from '@nestjs/common';
+import { FileInterceptor } from '@nestjs/platform-express';
+import { memoryStorage } from 'multer';
+import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
+import type { Actor } from '../common/record-scope';
 import { CreateDealDto, MoveDealDto, UpdateDealDto } from './dto';
 import { DealsService } from './deals.service';
-
-type AuthUser = { organizationId: string; userId: string; role: string };
+import { DealsExcelService } from './deals-excel.service';
+import { brand } from '@mento/shared';
 
 @Controller('deals')
 @UseGuards(JwtAuthGuard)
 export class DealsController {
-  constructor(private readonly dealsService: DealsService) {}
+  constructor(
+    private readonly dealsService: DealsService,
+    private readonly excelService: DealsExcelService,
+  ) {}
+
+  @Get('export')
+  async export(
+    @CurrentUser() user: Actor,
+    @Res({ passthrough: true }) res: Response,
+  ) {
+    const buffer = await this.excelService.export(user);
+    res.set({
+      'Content-Type':
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+      'Content-Disposition': `attachment; filename="${brand.filePrefix}-deals.xlsx"`,
+    });
+    return new StreamableFile(buffer);
+  }
+
+  @Post('import')
+  @UseInterceptors(
+    FileInterceptor('file', {
+      storage: memoryStorage(),
+      limits: { fileSize: 15_000_000 },
+    }),
+  )
+  import(
+    @CurrentUser() user: Actor,
+    @UploadedFile() file: Express.Multer.File,
+  ) {
+    return this.excelService.import(user, file);
+  }
 
   @Get(':id')
-  get(@CurrentUser() user: AuthUser, @Param('id') id: string) {
+  get(@CurrentUser() user: Actor, @Param('id') id: string) {
     return this.dealsService.get(user.organizationId, id, user);
   }
 
   @Post()
-  create(@CurrentUser() user: AuthUser, @Body() dto: CreateDealDto) {
+  create(@CurrentUser() user: Actor, @Body() dto: CreateDealDto) {
     return this.dealsService.create(user.organizationId, user, dto);
   }
 
   @Patch(':id')
   update(
-    @CurrentUser() user: AuthUser,
+    @CurrentUser() user: Actor,
     @Param('id') id: string,
     @Body() dto: UpdateDealDto,
   ) {
@@ -41,7 +80,7 @@ export class DealsController {
 
   @Patch(':id/move')
   move(
-    @CurrentUser() user: AuthUser,
+    @CurrentUser() user: Actor,
     @Param('id') id: string,
     @Body() dto: MoveDealDto,
   ) {
@@ -49,7 +88,7 @@ export class DealsController {
   }
 
   @Delete(':id')
-  async remove(@CurrentUser() user: AuthUser, @Param('id') id: string) {
+  async remove(@CurrentUser() user: Actor, @Param('id') id: string) {
     await this.dealsService.remove(user.organizationId, id, user);
     return { ok: true };
   }

apps/api/src/pipelines/pipelines.module.ts

@@ -1,6 +1,7 @@
 import { Module, forwardRef } from '@nestjs/common';
 import { DealsController } from './deals.controller';
 import { DealsService } from './deals.service';
+import { DealsExcelService } from './deals-excel.service';
 import { PipelinesController } from './pipelines.controller';
 import { PipelinesService } from './pipelines.service';
 import { NotificationsModule } from '../notifications/notifications.module';
@@ -16,7 +17,7 @@ import { MessageAutomationsModule } from '../message-automations/message-automat
     MessageAutomationsModule,
   ],
   controllers: [PipelinesController, DealsController],
-  providers: [PipelinesService, DealsService],
+  providers: [PipelinesService, DealsService, DealsExcelService],
   exports: [PipelinesService, DealsService],
 })
 export class PipelinesModule {}