Configure the AI assistant for more information.

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

@@ -10,6 +10,7 @@ import {
   assigneeWhere,
   noteAccessWhere,
   ownerWhere,
+  ticketAccessWhere,
 } from '../common/record-scope';
 import {
   BILLING_PLAN_LABELS,
@@ -21,10 +22,20 @@ import {
   type BillingPlanCode,
   type UserRole,
 } from '@mento/shared';
+import { startOfJalaliMonth, toJalali } from '../common/jalali';
 import { AiService } from './ai.service';
 
 type CatalogItem = AskMentoSourceDto;
 
+type PeriodRange = { key: string; label: string; start: Date; end: Date };
+
+type PeriodCounts = {
+  today: number;
+  yesterday: number;
+  week: number;
+  month: number;
+};
+
 function clip(value: string | null | undefined, max = 280) {
   const text = (value ?? '').replace(/\s+/g, ' ').trim();
   if (!text) return '';
@@ -39,6 +50,75 @@ function planLabel(code: string) {
   return BILLING_PLAN_LABELS[code as BillingPlanCode] ?? code;
 }
 
+function addDaysToDayKey(dayKey: string, days: number): string {
+  const [y, m, d] = dayKey.split('-').map(Number);
+  const dt = new Date(Date.UTC(y!, m! - 1, d!));
+  dt.setUTCDate(dt.getUTCDate() + days);
+  return dt.toISOString().slice(0, 10);
+}
+
+function dayBoundsFromKey(dayKey: string) {
+  return {
+    start: new Date(`${dayKey}T00:00:00+03:30`),
+    end: new Date(`${dayKey}T23:59:59.999+03:30`),
+  };
+}
+
+/** بازه‌های تقویمی ایران: امروز، دیروز، این هفته (شنبه تا جمعه)، این ماه شمسی */
+function tehranPeriods(now = new Date()) {
+  const dayKey = new Intl.DateTimeFormat('en-CA', {
+    timeZone: 'Asia/Tehran',
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  }).format(now);
+  const weekday = new Intl.DateTimeFormat('en-US', {
+    timeZone: 'Asia/Tehran',
+    weekday: 'short',
+  }).format(now);
+  const sinceSaturday: Record<string, number> = {
+    Sat: 0,
+    Sun: 1,
+    Mon: 2,
+    Tue: 3,
+    Wed: 4,
+    Thu: 5,
+    Fri: 6,
+  };
+  const weekOffset = sinceSaturday[weekday] ?? 0;
+  const yesterdayKey = addDaysToDayKey(dayKey, -1);
+  const weekStartKey = addDaysToDayKey(dayKey, -weekOffset);
+  const weekEndKey = addDaysToDayKey(weekStartKey, 6);
+  const today = { key: dayKey, label: 'today', ...dayBoundsFromKey(dayKey) };
+  const yesterday = {
+    key: yesterdayKey,
+    label: 'yesterday',
+    ...dayBoundsFromKey(yesterdayKey),
+  };
+  const week: PeriodRange = {
+    key: `${weekStartKey}..${weekEndKey}`,
+    label: 'this_week',
+    start: dayBoundsFromKey(weekStartKey).start,
+    end: dayBoundsFromKey(weekEndKey).end,
+  };
+  const { jy, jm } = (() => {
+    const [gy, gm, gd] = dayKey.split('-').map(Number);
+    return toJalali(gy!, gm!, gd!);
+  })();
+  const monthStart = startOfJalaliMonth(jy, jm);
+  const month: PeriodRange = {
+    key: `${jy}-${String(jm).padStart(2, '0')}`,
+    label: 'this_jalali_month',
+    start: monthStart,
+    end: now,
+  };
+  return { now, dayKey, today, yesterday, week, month };
+}
+
+function formatPeriodCounts(labelFa: string, counts: PeriodCounts) {
+  return `${labelFa}: today=${counts.today} | yesterday=${counts.yesterday} | this_week=${counts.week} | this_month=${counts.month}`;
+}
+
 @Injectable()
 export class AiAskService {
   constructor(
@@ -57,12 +137,14 @@ export class AiAskService {
       sources?: Array<{ type?: string; id?: string; label?: string }>;
     }>(
       `You are ${brand.name}, a Persian CRM assistant for this user's account.
-"محیط" means a workspace/organization the user belongs to (listed under Workspace facts).
+"محیط" means a workspace/organization the user belongs to.
-Workspace facts are complete and authoritative. Use them for questions about how many environments the user has, the current environment, role, subscription, team size, and record counts.
+"مشتری" / "مشتری جدید" means a Person (contact) record.
-Answer ONLY from the CRM context. Never say a workspace fact is unavailable if it appears in the context.
+Period stats use Asia/Tehran calendar: today, yesterday, this_week (Saturday–Friday), this_month (current Jalali month).
+Workspace facts and Period stats are complete and authoritative for counts of customers, companies, activities, deals, won deals, invoices, quotes, products, notes, and tickets.
+Answer ONLY from the CRM context. Never say a listed count is unavailable.
 Do not invent customers, amounts, dates, or promises.
 Return JSON: { "answer": string, "sources": [{ "type": "person"|"note"|"activity"|"deal"|"memory", "id": string, "label": string }] }
-Use at most 4 sources, and only ids that appear in the context. Workspace facts do not need sources.
+Use at most 4 sources, and only ids that appear in the context. Workspace/period facts do not need sources; when naming customers, prefer person sources.
 Write the answer in Persian, concise, with exact numbers and names when present.`,
       `Question:\n${question.trim()}\n\nCRM context:\n${context}`,
     );
@@ -108,6 +190,19 @@ Rules:
     };
   }
 
+  private async countInPeriods(
+    count: (start: Date, end: Date) => Promise<number>,
+    periods: ReturnType<typeof tehranPeriods>,
+  ): Promise<PeriodCounts> {
+    const [today, yesterday, week, month] = await Promise.all([
+      count(periods.today.start, periods.today.end),
+      count(periods.yesterday.start, periods.yesterday.end),
+      count(periods.week.start, periods.week.end),
+      count(periods.month.start, periods.month.end),
+    ]);
+    return { today, yesterday, week, month };
+  }
+
   private async buildContext(actor: Actor, personId?: string) {
     if (personId) {
       const person = await this.prisma.person.findFirst({
@@ -121,33 +216,52 @@ Rules:
       if (!person) throw new NotFoundException('شخص پیدا نشد');
     }
 
-    const now = new Date();
+    const periods = tehranPeriods();
-    const todayStart = new Date(now);
+    const { now, dayKey } = periods;
-    todayStart.setHours(0, 0, 0, 0);
+    const orgId = actor.organizationId;
-    const todayEnd = new Date(now);
-    todayEnd.setHours(23, 59, 59, 999);
     const dealScope = ownerWhere(actor);
     const activityScope = assigneeWhere(actor);
     const personScope = ownerWhere(actor);
+    const companyScope = ownerWhere(actor);
+    const invoiceScope = ownerWhere(actor);
+    const quoteScope = ownerWhere(actor);
+    const ticketScope = ticketAccessWhere(actor);
+
+    const createdBetween =
+      (start: Date, end: Date) => ({ createdAt: { gte: start, lte: end } });
 
     const [
       org,
       user,
       memberships,
       ownerBilling,
-      peopleCount,
+      teamCount,
+      peopleTotal,
+      companiesTotal,
+      productsTotal,
       openDealCount,
       staleDealCount,
       overdueActivityCount,
-      todayActivityCount,
+      activitiesDueToday,
-      teamCount,
+      peoplePeriods,
+      companyPeriods,
+      activityPeriods,
+      dealCreatedPeriods,
+      dealWonPeriods,
+      invoicePeriods,
+      quotePeriods,
+      productPeriods,
+      notePeriods,
+      ticketPeriods,
+      peopleToday,
+      recentPeople,
       notes,
       activities,
       deals,
       memories,
     ] = await Promise.all([
       this.prisma.organization.findUnique({
-        where: { id: actor.organizationId },
+        where: { id: orgId },
         select: { name: true, businessField: true },
       }),
       this.prisma.user.findUnique({
@@ -172,7 +286,7 @@ Rules:
           owner: {
             memberships: {
               some: {
-                organizationId: actor.organizationId,
+                organizationId: orgId,
                 role: 'owner',
                 isActive: true,
               },
@@ -186,19 +300,24 @@ Rules:
           maxOrganizations: true,
         },
       }),
+      this.prisma.membership.count({
+        where: { organizationId: orgId, isActive: true },
+      }),
       this.prisma.person.count({
-        where: { organizationId: actor.organizationId, ...personScope },
+        where: { organizationId: orgId, ...personScope },
+      }),
+      this.prisma.company.count({
+        where: { organizationId: orgId, ...companyScope },
+      }),
+      this.prisma.product.count({
+        where: { organizationId: orgId },
+      }),
+      this.prisma.deal.count({
+        where: { organizationId: orgId, status: 'open', ...dealScope },
       }),
       this.prisma.deal.count({
         where: {
-          organizationId: actor.organizationId,
+          organizationId: orgId,
-          status: 'open',
-          ...dealScope,
-        },
-      }),
-      this.prisma.deal.count({
-        where: {
-          organizationId: actor.organizationId,
           status: 'open',
           ...dealScope,
           OR: [{ isStale: true }, { isRotten: true }],
@@ -206,7 +325,7 @@ Rules:
       }),
       this.prisma.activity.count({
         where: {
-          organizationId: actor.organizationId,
+          organizationId: orgId,
           ...activityScope,
           status: 'open',
           dueAt: { lt: now },
@@ -214,18 +333,157 @@ Rules:
       }),
       this.prisma.activity.count({
         where: {
-          organizationId: actor.organizationId,
+          organizationId: orgId,
           ...activityScope,
           status: 'open',
-          dueAt: { gte: todayStart, lte: todayEnd },
+          dueAt: { gte: periods.today.start, lte: periods.today.end },
         },
       }),
-      this.prisma.membership.count({
+      this.countInPeriods(
-        where: { organizationId: actor.organizationId, isActive: true },
+        (start, end) =>
+          this.prisma.person.count({
+            where: {
+              organizationId: orgId,
+              ...personScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.company.count({
+            where: {
+              organizationId: orgId,
+              ...companyScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.activity.count({
+            where: {
+              organizationId: orgId,
+              ...activityScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.deal.count({
+            where: {
+              organizationId: orgId,
+              ...dealScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.deal.count({
+            where: {
+              organizationId: orgId,
+              ...dealScope,
+              status: 'won',
+              updatedAt: { gte: start, lte: end },
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.invoice.count({
+            where: {
+              organizationId: orgId,
+              ...invoiceScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.quote.count({
+            where: {
+              organizationId: orgId,
+              ...quoteScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.product.count({
+            where: {
+              organizationId: orgId,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.note.count({
+            where: {
+              organizationId: orgId,
+              ...noteAccessWhere(actor),
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.countInPeriods(
+        (start, end) =>
+          this.prisma.ticket.count({
+            where: {
+              organizationId: orgId,
+              ...ticketScope,
+              ...createdBetween(start, end),
+            },
+          }),
+        periods,
+      ),
+      this.prisma.person.findMany({
+        where: {
+          organizationId: orgId,
+          ...personScope,
+          createdAt: { gte: periods.today.start, lte: periods.today.end },
+        },
+        select: {
+          id: true,
+          firstName: true,
+          lastName: true,
+          mobile: true,
+          phone: true,
+          email: true,
+          createdAt: true,
+        },
+        orderBy: { createdAt: 'desc' },
+        take: 20,
+      }),
+      this.prisma.person.findMany({
+        where: { organizationId: orgId, ...personScope },
+        select: {
+          id: true,
+          firstName: true,
+          lastName: true,
+          mobile: true,
+          phone: true,
+          email: true,
+          createdAt: true,
+        },
+        orderBy: { createdAt: 'desc' },
+        take: 8,
       }),
       this.prisma.note.findMany({
         where: {
-          organizationId: actor.organizationId,
+          organizationId: orgId,
           ...noteAccessWhere(actor),
           ...(personId ? { personId } : {}),
         },
@@ -241,7 +499,7 @@ Rules:
       }),
       this.prisma.activity.findMany({
         where: {
-          organizationId: actor.organizationId,
+          organizationId: orgId,
           ...assigneeWhere(actor),
           ...(personId ? { personId } : {}),
         },
@@ -259,7 +517,7 @@ Rules:
       }),
       this.prisma.deal.findMany({
         where: {
-          organizationId: actor.organizationId,
+          organizationId: orgId,
           ...ownerWhere(actor),
           ...(personId ? { personId } : { status: 'open' }),
         },
@@ -279,7 +537,7 @@ Rules:
       }),
       personId
         ? this.prisma.memoryItem.findMany({
-            where: { organizationId: actor.organizationId, personId },
+            where: { organizationId: orgId, personId },
             select: { id: true, content: true, updatedAt: true },
             orderBy: { updatedAt: 'desc' },
             take: 8,
@@ -293,7 +551,7 @@ Rules:
         ? BUSINESS_FIELD_LABELS[org.businessField]
         : 'نامشخص';
     const envLines = memberships.map((row) => {
-      const current = row.organizationId === actor.organizationId ? ' [current]' : '';
+      const current = row.organizationId === orgId ? ' [current]' : '';
       return `${row.organization.name}${current} (role=${roleLabel(row.role)})`;
     });
     const billingDays = ownerBilling
@@ -305,13 +563,33 @@ Rules:
           ),
         )
       : null;
+    const peopleTodayNames = peopleToday
+      .map((p) => `${p.firstName} ${p.lastName}`.trim())
+      .filter(Boolean);
+
     const lines: string[] = [
-      `Today: ${now.toISOString()}`,
+      `Today (Asia/Tehran): ${dayKey} | now=${now.toISOString()}`,
+      `Periods: yesterday=${periods.yesterday.key} | this_week=${periods.week.key} (Sat–Fri) | this_month=${periods.month.key} (Jalali)`,
       '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}`,
+      `Current environment: ${org?.name ?? '—'} | business field: ${field} | team members: ${teamCount}`,
+      `Totals: people=${peopleTotal} | companies=${companiesTotal} | products=${productsTotal} | open deals=${openDealCount} | at-risk deals=${staleDealCount} | overdue activities=${overdueActivityCount} | activities due today=${activitiesDueToday}`,
+      'Period stats (created/registered unless noted):',
+      formatPeriodCounts('People / مشتریان جدید', peoplePeriods),
+      peopleTodayNames.length
+        ? `New customers today names: ${peopleTodayNames.join('، ')}`
+        : 'New customers today names: (none)',
+      formatPeriodCounts('Companies / شرکت‌ها', companyPeriods),
+      formatPeriodCounts('Activities / فعالیت‌ها (created)', activityPeriods),
+      formatPeriodCounts('Deals / معاملات (created)', dealCreatedPeriods),
+      formatPeriodCounts('Won deals / معاملات برنده (updatedAt while won)', dealWonPeriods),
+      formatPeriodCounts('Invoices / فاکتورها', invoicePeriods),
+      formatPeriodCounts('Quotes / پیش‌فاکتورها', quotePeriods),
+      formatPeriodCounts('Products / محصولات', productPeriods),
+      formatPeriodCounts('Notes / یادداشت‌ها', notePeriods),
+      formatPeriodCounts('Tickets / تیکت‌ها', ticketPeriods),
     ];
     if (ownerBilling && billingDays != null) {
       lines.push(
@@ -319,12 +597,14 @@ Rules:
       );
     }
     lines.push(
-      personId ? `Focus personId: ${personId}` : 'Scope: current user records in the current environment',
+      personId
+        ? `Focus personId: ${personId}`
+        : 'Scope: current user records in the current environment',
     );
 
     if (personId) {
       const person = await this.prisma.person.findFirst({
-        where: { id: personId, organizationId: actor.organizationId },
+        where: { id: personId, organizationId: orgId },
         include: { company: { select: { name: true } } },
       });
       if (person) {
@@ -337,6 +617,17 @@ Rules:
           `Person: ${person.firstName} ${person.lastName} | position: ${person.position ?? '—'} | company: ${person.company?.name ?? '—'} | mood: ${person.mood} | phone: ${person.mobile || person.phone || '—'} | email: ${person.email ?? '—'}`,
         );
       }
+    } else {
+      const seenPeople = new Set<string>();
+      for (const p of [...peopleToday, ...recentPeople]) {
+        if (seenPeople.has(p.id)) continue;
+        seenPeople.add(p.id);
+        const label = `${p.firstName} ${p.lastName}`.trim();
+        catalog.push({ type: 'person', id: p.id, label });
+        lines.push(
+          `Person ${p.id} ${label} created=${p.createdAt.toISOString()} phone=${p.mobile || p.phone || '—'} email=${p.email ?? '—'}`,
+        );
+      }
     }
 
     for (const item of memories) {
@@ -381,6 +672,6 @@ Rules:
       );
     }
 
-    return { context: lines.join('\n').slice(0, 12000), catalog };
+    return { context: lines.join('\n').slice(0, 14000), catalog };
   }
 }