Let automations fire on more CRM events and open the studio from the main nav.

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

apps/api/src/automations/automations.service.ts

@@ -32,7 +32,7 @@ import { SmsService } from '../common/sms.service';
 
 export type AutomationContext = {
   organizationId: string;
-  entityType: 'deal' | 'ticket';
+  entityType: 'deal' | 'ticket' | 'person' | 'invoice' | 'activity';
   entityId: string;
   title: string;
   personId?: string | null;
@@ -182,15 +182,65 @@ export class AutomationsService {
         ticketPriority: null,
       };
     }
-    const ticket = await this.prisma.ticket.findFirst({
-      where: { id: ctx.entityId, organizationId: ctx.organizationId },
-      select: { priority: true, personId: true, companyId: true },
-    });
+    if (ctx.entityType === 'ticket') {
+      const ticket = await this.prisma.ticket.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: { priority: true, personId: true, companyId: true },
+      });
+      return {
+        amount: null,
+        hasPerson: Boolean(ticket?.personId ?? ctx.personId),
+        hasCompany: Boolean(ticket?.companyId ?? ctx.companyId),
+        ticketPriority: ticket?.priority ?? null,
+      };
+    }
+    if (ctx.entityType === 'invoice') {
+      const invoice = await this.prisma.invoice.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: {
+          personId: true,
+          companyId: true,
+          discountAmount: true,
+          taxPercent: true,
+          lineItems: { select: { quantity: true, unitPrice: true } },
+        },
+      });
+      let amount: number | null = null;
+      if (invoice) {
+        const subtotal = invoice.lineItems.reduce(
+          (sum, item) => sum + Number(item.quantity) * Number(item.unitPrice),
+          0,
+        );
+        const discount = Number(invoice.discountAmount ?? 0);
+        const taxPercent = Number(invoice.taxPercent ?? 0);
+        amount = Math.abs(
+          subtotal - discount + Math.max(0, subtotal - discount) * (taxPercent / 100),
+        );
+      }
+      return {
+        amount,
+        hasPerson: Boolean(invoice?.personId ?? ctx.personId),
+        hasCompany: Boolean(invoice?.companyId ?? ctx.companyId),
+        ticketPriority: null,
+      };
+    }
+    if (ctx.entityType === 'activity') {
+      const activity = await this.prisma.activity.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: { personId: true, companyId: true, dealId: true },
+      });
+      return {
+        amount: null,
+        hasPerson: Boolean(activity?.personId ?? ctx.personId),
+        hasCompany: Boolean(activity?.companyId ?? ctx.companyId),
+        ticketPriority: null,
+      };
+    }
     return {
       amount: null,
-      hasPerson: Boolean(ticket?.personId ?? ctx.personId),
-      hasCompany: Boolean(ticket?.companyId ?? ctx.companyId),
-      ticketPriority: ticket?.priority ?? null,
+      hasPerson: Boolean(ctx.personId),
+      hasCompany: Boolean(ctx.companyId),
+      ticketPriority: null,
     };
   }
 
@@ -227,10 +277,7 @@ export class AutomationsService {
           type: 'automation',
           title: 'فعالیت خودکار',
           body: title,
-          link:
-            ctx.entityType === 'deal'
-              ? `/deals/${ctx.entityId}`
-              : `/tickets/${ctx.entityId}`,
+          link: entityLink(ctx),
           entityType: ctx.entityType,
           entityId: ctx.entityId,
         });
@@ -263,10 +310,7 @@ export class AutomationsService {
     const wantApp = channel === 'app' || channel === 'both';
     const wantSms = channel === 'sms' || channel === 'both';
     const smsText = (config.body?.trim() || title).slice(0, 160);
-    const link =
-      ctx.entityType === 'deal'
-        ? `/deals/${ctx.entityId}`
-        : `/tickets/${ctx.entityId}`;
+    const link = entityLink(ctx);
 
     if (config.notifyTarget === 'person') {
       if (wantSms) {
@@ -413,3 +457,12 @@ function defaultTitle(action: AutomationAction, entityTitle: string) {
   if (action === 'create_notification') return `اتوماسیون: ${entityTitle}`;
   return entityTitle;
 }
+
+function entityLink(ctx: AutomationContext) {
+  if (ctx.entityType === 'deal') return `/deals/${ctx.entityId}`;
+  if (ctx.entityType === 'ticket') return `/tickets/${ctx.entityId}`;
+  if (ctx.entityType === 'invoice') return `/invoices/${ctx.entityId}`;
+  if (ctx.entityType === 'person') return `/contacts/people/${ctx.entityId}`;
+  if (ctx.entityType === 'activity') return `/activities/${ctx.entityId}`;
+  return '/';
+}

apps/api/src/automations/dto.ts

@@ -12,7 +12,19 @@ import {
   ValidateIf,
 } from 'class-validator';
 
-const TRIGGERS = ['deal_won', 'ticket_resolved'] as const;
+const TRIGGERS = [
+  'person_created',
+  'lead_submitted',
+  'deal_created',
+  'deal_stage_changed',
+  'deal_won',
+  'deal_lost',
+  'ticket_created',
+  'ticket_resolved',
+  'invoice_issued',
+  'invoice_paid',
+  'activity_done',
+] as const;
 const ACTIONS = [
   'create_activity',
   'create_notification',