fix(web): serve real dashboard data instead of mocks

Drop forced home/treasury/reports mock fallbacks so API and database content drive the UI.

.cursor/rules/antd-strict-governance.mdc

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+---
+description: Hard governance for Ant Design Vue v4 migration — isolated page-by-page, no manual CSS, 24-col grid, default controlHeight 36
+alwaysApply: true
+---
+
+# Ant Design Vue v4 — Strict Governance (locked)
+
+Source of truth for migrated UI: **Ant Design Vue 4** + central theme [`apps/web/src/theme/antdTheme.ts`](apps/web/src/theme/antdTheme.ts).
+
+Legacy CRM UI (`components/ui/*`, `.crm-*`, `.btn` / `.field` in `styles/`) remains for **unmigrated** screens only. Never mix systems inside one page.
+
+## Hard rules
+
+1. **Single-page migration lock**  
+   Migrate **exactly one** route/view (or one clearly named page folder) per change set. Do not “clean up” neighboring pages, shared legacy primitives, or global CSS while migrating a page.
+
+2. **No edits to legacy kit during Ant work**  
+   Do **not** modify `apps/web/src/components/ui/**` or broaden changes across `views/` beyond the single page under migration, unless the user explicitly names that page.
+
+2b. **Child components of a migrated View (mandatory)**  
+   هنگام بازنویسی یک صفحه (View)، ایجنت موظف است علاوه بر خود فایل View، تمام کامپوننت‌های فرزندی را که در آن View ایمپورت شده‌اند و حاوی اینپوت/سلکت/دکمه هستند نیز بازبینی کرده و درون آن‌ها را به کامپوننت‌های رسمی `ant-design-vue` تبدیل کند. هیچ تگ `<input>`, `<select>`, `<textarea>`, `<button>` خامی نباید در صفحه یا کامپوننت‌های فرزندِ مصرفی آن باقی بماند.  
+   When rewriting a View, the agent **must** also review every component imported by that View that contains inputs/selects/buttons, and convert their internals to official `ant-design-vue` controls.  
+   **No raw** `<input>`, `<select>`, `<textarea>`, or `<button>` may remain in the View **or** in those consumed child components. Prefer native Ant equivalents (`a-select` / `mode="multiple|tags"` / `a-time-picker` / …) over custom pickers when logic allows; if domain logic is required (e.g. Jalali), convert that child file to Ant chrome (`a-input` + `a-popover`, etc.) instead of leaving raw HTML. Do **not** leave legacy `UiInput` / `UiSelect` / `UiButton` / `UiField` / `UiTextarea` in the View or those children.
+
+3. **Ant-only UI on migrated pages**  
+   On a migrated page, build controls with Ant Design Vue (`a-button`, `a-form`, `a-table`, `a-card`, …) and `@ant-design/icons-vue`. Do **not** introduce new usage of `UiButton`, `UiInput`, `.btn`, `.field`, or ad-hoc HTML form controls for the same job.
+
+4. **Ban manual CSS for layout/look**  
+   On migrated pages:
+   - No new `<style scoped>` rules for color, spacing, radius, shadow, typography, or layout that Ant already covers.
+   - No hardcoded hex / `rgb()` for chrome UI (charts/data palettes may be excepted when not chrome).
+   - Prefer ConfigProvider theme tokens, component props, and Ant space/grid utilities.
+   - Inline `style` only for rare one-off values that tokens cannot express; prefer tokens first.
+
+5. **Default Ant control size (`controlHeight: 36`) — no manual `size`**  
+   - Global default comes from theme token `controlHeight: 36` in `antdTheme.ts` (Ant derives SM/LG from this).
+   - Do **not** set `size="small"`, `size="middle"`, `size="large"`, or `:size` on `a-button`, `a-input`, `a-select`, `a-input-number`, `a-date-picker`, `a-radio-group`, `a-pagination`, or similar controls on migrated pages.
+   - Do **not** override `controlHeight` / `controlHeightSM` / `controlHeightLG` inside `components.*` of the theme — inherit the token default.
+   - Exception: only if the user explicitly requests a one-off non-default size for a named control.
+
+6. **24-column grid only**  
+   Page layout on migrated screens uses Ant Grid: `a-row` / `a-col` with the **24-column** system (`:span`, `:xs`, `:sm`, `:md`, `:lg`, `:xl`). Do not invent parallel flex/grid CSS layouts for page chrome.
+
+7. **RTL + locale + StyleProvider**  
+   App root in `App.vue` **must** wrap ConfigProvider with `<a-style-provider hash-priority="high">` so legacy `main.css` cannot override Ant controls via higher specificity:
+   ```vue
+   <a-style-provider hash-priority="high">
+     <a-config-provider direction="rtl" :locale="faIR" :theme="antdTheme">
+       <RouterView />
+     </a-config-provider>
+   </a-style-provider>
+   ```
+   Do not override direction to LTR on whole pages; use local `direction="ltr"` only for inherently LTR fragments (e.g. phone numbers, codes).
+
+8. **Auto-import**  
+   `<a-*>` components are resolved via `unplugin-vue-components` + `AntDesignVueResolver({ importStyle: false })`. Do not add blanket `app.use(antd)` unless there is a documented exception. Do not per-component CSS imports (`importStyle` stays `false`; CSS-in-JS + theme). Prefer **explicit** `import { Button as AButton, … } from 'ant-design-vue'` in migrated files when the Vite resolver is missing or unreliable.
+
+9. **Theme is central**  
+   Visual tokens (primary, radius, `controlHeight`, padding/margin scale, shadows, Form/Card overrides) live only in `antdTheme.ts`. Do not fork theme objects inside views.
+
+10. **Icons**  
+    Use `@ant-design/icons-vue` on migrated pages. Do not expand `UiIcon` for Ant pages.
+
+11. **Isolation guarantee**  
+    Infrastructure PRs (deps, vite plugin, theme, App `ConfigProvider`) must not change behavior of unmigrated pages. No `ant-design-vue/dist/reset.css` (or similar global reset) unless explicitly approved — it can break legacy CSS.
+
+## Allowed on migrated pages
+
+- Ant Design Vue 4 components and their props/slots (except banned manual `size` on controls)
+- `a-row` / `a-col` (24 columns), `a-space`, `a-flex` where appropriate
+- Theme tokens via ConfigProvider
+- Minimal page-local script logic (data fetching, forms) unchanged in spirit
+
+## Forbidden on migrated pages
+
+- New legacy `components/ui` usage
+- Parallel button/input CSS classes (`.btn`, `.field`, `.crm-*` for chrome that Ant replaces)
+- Custom CSS that re-skins Ant components
+- Manual `size` props on form/action controls (use theme default 36px)
+- Multi-page refactors “while we’re here”
+- Adding Tailwind/Bootstrap/other UI kits
+
+## Agent checklist before finishing a migration PR
+
+- [ ] Only one page/route touched for UI migration
+- [ ] Imported child components with controls also converted to Ant (no raw HTML left)
+- [ ] Grep verification: `<input|<select|<textarea|<button|UiInput|UiSelect|UiField|UiTextarea|UiButton` count is **0** in the View + those children
+- [ ] No changes under `components/ui/`
+- [ ] No new scoped CSS for look-and-feel
+- [ ] No manual `size` on Ant controls
+- [ ] Layout uses 24-col Ant grid
+- [ ] Uses `antdTheme` / ConfigProvider / StyleProvider `hash-priority="high"` — no local theme fork
+- [ ] `npm run build -w @mento/web` (or `vue-tsc`) passes

.cursor/settings.json

@@ -0,0 +1,7 @@
+{
+  "plugins": {
+    "hex": {
+      "enabled": true
+    }
+  }
+}

.cursor/skills/antd-system-architect/SKILL.md

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+---
+name: antd-system-architect
+description: >-
+  Architect and migrate Montact web UI to Ant Design Vue v4 under strict
+  governance: single-page lock, no manual CSS, no manual size props, default
+  controlHeight 36, 24-column grid, central antdTheme, isolated from legacy
+  components/ui. Use when migrating a page to Ant Design, adding Ant components,
+  editing antdTheme, or reviewing Ant PRs.
+---
+
+# Ant Design Vue System Architect (Montact)
+
+## When to use
+
+- Migrating any `apps/web` view/page to Ant Design Vue 4
+- Extending [`apps/web/src/theme/antdTheme.ts`](../../../apps/web/src/theme/antdTheme.ts)
+- Touching Ant ConfigProvider / vite Ant auto-import
+- Reviewing whether a change violates isolation from legacy UI
+
+Also read and obey [`.cursor/rules/antd-strict-governance.mdc`](../../rules/antd-strict-governance.mdc).
+
+## Non-negotiables
+
+1. **One page per migration** — never batch unrelated views.
+2. **Do not edit** `apps/web/src/components/ui/**` during Ant migration work.
+3. **Child components of the View are in scope (mandatory)** — هنگام بازنویسی یک صفحه (View)، ایجنت موظف است علاوه بر خود فایل View، تمام کامپوننت‌های فرزندی را که در آن View ایمپورت شده‌اند و حاوی اینپوت/سلکت/دکمه هستند نیز بازبینی کرده و درون آن‌ها را به کامپوننت‌های رسمی `ant-design-vue` تبدیل کند. هیچ تگ `<input>`, `<select>`, `<textarea>`, `<button>` خامی نباید در صفحه یا کامپوننت‌های فرزندِ مصرفی آن باقی بماند. When rewriting a View, also open every imported child that renders inputs/selects/buttons and convert them to official `ant-design-vue` controls. No raw `<input>`, `<select>`, `<textarea>`, or `<button>` (and no `UiInput` / `UiSelect` / `UiButton` / `UiField` / `UiTextarea`) may remain in the View or those children. Prefer Ant natives (`a-select` multiple/tags, `a-time-picker`, …); for Jalali/domain pickers, convert the child file to Ant chrome (`a-input` + `a-popover`, etc.).
+4. **No manual look CSS** on migrated pages (no new scoped colors/spacing/radius/shadows for chrome).
+5. **24-column Ant grid** (`a-row` / `a-col`) for page layout.
+6. **Theme only in** `apps/web/src/theme/antdTheme.ts`.
+7. **Default control height is 36** via token `controlHeight: 36`. Do **not** pass `size` / `:size` on buttons, inputs, selects, or similar controls; do **not** set per-component `controlHeight*` in the theme `components` map.
+8. **Auto-import** `<a-*>` via `AntDesignVueResolver({ importStyle: false })` — no per-file style imports. Root uses `StyleProvider` with `hash-priority="high"` so legacy `main.css` cannot override Ant.
+9. **No global Ant reset CSS** that would restyle legacy pages.
+
+## Stack facts (this repo)
+
+| Piece | Location |
+|---|---|
+| Dependency | `ant-design-vue` ^4, `@ant-design/icons-vue`, `unplugin-vue-components` in `@mento/web` |
+| Vite plugin | `apps/web/vite.config.ts` — `Components` + `AntDesignVueResolver` |
+| Theme | `apps/web/src/theme/antdTheme.ts` (`controlHeight: 36`) |
+| RTL + locale + theme + StyleProvider | `apps/web/src/App.vue` — `<a-style-provider hash-priority="high">` wrapping `<a-config-provider direction="rtl" :locale="faIR" :theme="antdTheme">` (mandatory so legacy `main.css` cannot override Ant) |
+| Legacy kit (do not touch) | `apps/web/src/components/ui/*`, `styles/main.css` utilities |
+
+### Mandatory child-control conversion (same pass)
+
+هنگام بازنویسی یک صفحه (View)، ایجنت موظف است علاوه بر خود فایل View، تمام کامپوننت‌های فرزندی را که در آن View ایمپورت شده‌اند و حاوی اینپوت/سلکت/دکمه هستند نیز بازبینی کرده و درون آن‌ها را به کامپوننت‌های رسمی `ant-design-vue` تبدیل کند. هیچ تگ `<input>`, `<select>`, `<textarea>`, `<button>` خامی نباید در صفحه یا کامپوننت‌های فرزندِ مصرفی آن باقی بماند.
+
+## Migration workflow
+
+1. Confirm the **single** route/view the user named.
+2. Inventory current UI: legacy `Ui*`, `.btn`/`.field`, `.crm-*`, custom tables.
+3. List all imported children that contain controls; convert them in the same pass (except `components/ui/**`).
+4. Replace with Ant equivalents:
+   - Button → `a-button` (**no** `size` prop)
+   - Input/Select/Form field → `a-form` + `a-form-item` + `a-input` / `a-select` / … (**no** `size`)
+   - Modal/Drawer → `a-modal` / `a-drawer`
+   - Table → `a-table` (columns via Ant API)
+   - Page chrome → `a-card`, title + `a-space`, layout via `a-row`/`a-col`
+   - Icons → `@ant-design/icons-vue`
+5. Remove page-local CSS that only existed to skin the old controls.
+6. Keep business logic, API calls, and router behavior intact.
+7. Grep-verify zero hits for `<input|<select|<textarea|<button|UiInput|UiSelect|UiField|UiTextarea|UiButton` in the View + converted children.
+8. Run `npm run build -w @mento/web` (or at least `vue-tsc -b` in `apps/web`).
+9. Smoke-check that **other** routes still render with legacy UI unchanged.
+
+## Theme extension rules
+
+- Change tokens in `antdTheme.ts` only when the user asks or when a migrated page proves a missing token.
+- Keep `controlHeight: 36` as the single source for control sizing; let Ant derive SM/LG.
+- Prefer `token` and limited `components.Card` / `components.Form` overrides — never per-control `controlHeight` forks.
+- Do not duplicate `ThemeConfig` objects inside views.
+
+## Anti-patterns (reject)
+
+- Importing both `UiButton` and `a-button` on the same migrated page
+- Adding `ant-design-vue/dist/reset.css` “to fix spacing”
+- Editing `components/ui` to “look more like Ant”
+- `size="small|middle|large"` on Ant controls
+- Multi-page visual refactors in one PR
+- Custom CSS overriding `.ant-btn` / `.ant-input` selectors
+
+## Done criteria
+
+- Migrated page uses Ant components + 24-col grid
+- Imported control-bearing children also Ant-pure (grep = 0)
+- Controls use theme default height (no manual `size`)
+- No new manual chrome CSS
+- Legacy kit untouched
+- Build/typecheck clean
+- Unmigrated pages untouched in the diff

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Asset 26.svg

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+<?xml version="1.0" encoding="UTF-8"?>
+<svg id="Layer_2" data-name="Layer 2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 197.7 151.02">
+  <defs>
+    <style>
+      .cls-1 {
+        fill: #10897d;
+      }
+
+      .cls-2 {
+        fill: #16c1a8;
+      }
+
+      .cls-3 {
+        fill: #43f7dd;
+      }
+    </style>
+  </defs>
+  <g id="Layer_1-2" data-name="Layer 1">
+    <path class="cls-1" d="M43.57,77.15v64.37c0,4.79-3.88,8.67-8.67,8.67H8.67c-4.79,0-8.67-3.88-8.67-8.67V51.62c0-2.96,1.51-5.71,3.99-7.3l41.67-26.69c3.67-2.35,8.52-1.61,11.32,1.73l35.74,42.59c.57.68,1.6.72,2.22.09l26.07-26.6c3.38-3.45,8.92-3.47,12.33-.06l19.42,19.42c3.39,3.39,3.39,8.88,0,12.26l-55.06,55.06c-3.58,3.58-9.45,3.35-12.73-.5l-38.76-45.42c-.9-1.06-2.64-.42-2.64.97Z"/>
+    <circle class="cls-3" cx="167.06" cy="21.02" r="21.02"/>
+    <rect class="cls-3" x="172.68" y="52.7" width="25.02" height="98.32" rx="12.51" ry="12.51"/>
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+  </g>
+</svg>

antd-strict-governance.mdc.md

@@ -0,0 +1,65 @@
+---
+description: حاکمیت مطلق معماری رابط کاربری بر پایه Ant Design Vue v4، قفل مهاجرت صفحه به صفحه، ممنوعیت کامل CSS دستی و استاندارد ریاضی چیدمان
+globs: apps/web/src/**/*.{vue,ts,tsx,css}
+alwaysApply: true
+---
+
+# قرارداد حاکمیتی و غیرقابل‌مذاکرهٔ رابط کاربری (Ant Design Vue v4 Strict Contract)
+
+تنها منبع مجاز برای ساخت و بازنویسی عناصر رابط کاربری در این پروژه `ant-design-vue` (نسخه ۴) است. هرگونه تخطی از قوانین زیر خطای معماری محسوب می‌شود:
+
+## ۱. قفل ایزولاسیون و مهاجرت صفحه به صفحه (Single-Page Blast Radius Lock)
+1. **ممنوعیت ویرایش دسته‌جمعی:** تو فقط و فقط مجاز به ویرایش صفحه (View) یا کامپوننتی هستی که کاربر صراحتاً در همان نوبت نام برده است. دست زدن به سایر صفحات پروژه مطلقاً ممنوع است.
+2. **حفظ لایهٔ قدیمی برای صفحات مهاجرت‌نکرده:** فایل‌های داخل `apps/web/src/components/ui/Ui*.vue` و استایل‌های سراسری `main.css` / `tokens.css` نباید حذف یا ویرایش شوند تا صفحات قدیمی پروژه بدون خطا به کار خود ادامه دهند.
+3. **قطع کامل وابستگی در صفحهٔ هدف:** در صفحه‌ای که کاربر دستور بازنویسی آن را می‌دهد، تمام ایمپورت‌های `@/components/ui` و کلاس‌های قدیمی باید از آن فایل حذف شوند و ۱۰۰٪ با کامپوننت‌های رسمی `<a-...>` جایگزین گردند.
+4. **کامپوننت‌های تخصصی تاریخ شمسی و مبالغ:** در صفحات بازنویسی‌شده، اگر از `JalaliDateInput` یا `MoneyInput` استفاده شده است، منطق آن‌ها را حفظ کن اما مطمئن شو ظاهر ورودی آن‌ها با ارتفاع `40px`، ردیوس `10px` و عرض `style="width: 100%"` کاملاً هم‌تراز با فیلدهای Ant Design نمایش داده می‌شود.
+
+## ۲. لیست سیاه سینتکس و تگ‌های ممنوعه در صفحات بازنویسی‌شده (Banned Syntax)
+در هر فایلی که بازنویسی یا ایجاد می‌کنی، وجود موارد زیر خطای بحرانی است و باید فوراً حذف شوند:
+- **تگ‌های خام HTML برای فرم و جدول:** `<button>`, `<input>`, `<select>`, `<textarea>`, `<label>`, `<form>`, `<table>`, `<thead>`, `<tbody>`, `<tr>`, `<td>`.
+- **کلاس‌های لگسی پروژه:** `.btn`, `.btn-primary`, `.btn-ghost`, `.btn-danger`, `.btn-save`, `.field`, `.crm-page`, `.crm-page-header`, `.crm-card`, `.crm-table`, `.crm-empty-state`.
+- **کلاس‌های Tailwind (پروژه فاقد Tailwind است):** استفاده از کلاس‌های ناموجود مانند `w-full`, `flex`, `gap-4`, `p-4`, `mb-4` مطلقاً ممنوع است. برای عرض کامل کنترل‌ها فقط از `style="width: 100%"` یا پراپ `block` استفاده کن.
+
+## ۳. قوانین ریاضی چیدمان، گرید و ریتم فضایی (Spatial & Layout Mathematics)
+1. **ممنوعیت تکه‌تکه کردن فرم به کارت‌های متعدد (Anti-Card-Fragmentation):**
+   - خرد کردن یک فرم به چندین باکس یا کارت مجزا زیر هم ممنوع است.
+   - کل فیلدهای یک فرم اصلی باید در **حداکثر ۱ `<a-card :bordered="false">`** تجمیع شوند.
+   - برای تفکیک بخش‌های منطقی در داخل آن کارت واحد، فقط از `<a-divider orientation="right">عنوان بخش</a-divider>` استفاده کن.
+2. **چیدمان استاندارد دو ستونه (فرم اصلی + پنل خلاصه):**
+   - ردیف اصلی صفحه: `<a-row :gutter="[24, 24]">`
+   - ستون اصلی (فرم/محتوا): `<a-col :xs="24" :lg="17" :xl="18">`
+   - ستون کناری (خلاصه وضعیت): `<a-col :xs="24" :lg="7" :xl="6">` همراه با `<a-affix :offset-top="24">`.
+   - محتوای پنل خلاصه باید الزاماً با `<a-descriptions :column="1" size="small" bordered>` داخل `<a-card title="..." :bordered="false">` پیاده‌سازی شود، نه با `div` و `span` دستی.
+3. **قانون عرض فیلدها در فرم (Form Grid Allocation):**
+   - تمام فرم‌ها باید `<a-form layout="vertical" :model="...">` باشند و تمام فیلدها بدون استثنا داخل `<a-form-item label="..." name="...">` قرار گیرند.
+   - رها کردن فیلدهای کوتاه در عرض ۱۰۰٪ (`span="24"`) ممنوع است. چیدمان درون فرم باید با `<a-row :gutter="[16, 0]">` به شکل زیر باشد:
+     - **فیلدهای کوتاه** (تاریخ، ساعت، مدت زمان، مبلغ، وضعیت، نوع، کد): `<a-col :xs="24" :sm="12" :md="8">` (۳ ستونه).
+     - **فیلدهای متوسط** (انتخاب مشتری، مسئول انجام، فرصت مرتبط، دسته‌بندی، عنوان): `<a-col :xs="24" :md="12">` (۲ ستونه).
+     - **فیلدهای تمام‌عرض** (توضیحات، یادداشت، چک‌لیست، برچسب‌ها): `<a-col :span="24">`.
+     - **سوییچ‌ها و چک‌باکس‌های هم‌خانواده:** قرارگیری در یک ردیف با `<a-space :size="24" wrap>`.
+4. **مدیریت Margin و Padding بدون CSS دستی:**
+   - فاصلهٔ عمودی فیلدها فقط توسط `itemMarginBottom` در کانفیگ تم `<a-form-item>` کنترل می‌شود.
+   - فاصلهٔ افقی/عمودی دکمه‌ها و المان‌ها فقط با `<a-space :size="8 | 12 | 16">` یا `<a-flex gap="small | middle | large" align="center" justify="space-between">` کنترل می‌شود.
+
+## ۴. قفل سینتکس اختصاصی Ant Design Vue v4
+- **بایندینگ مقدار (`v-model`):** استفاده از `v-model="..."` بدون آرگومان روی کامپوننت‌های Ant Design Vue خطاست:
+  - برای `a-input`, `a-textarea`, `a-input-number`, `a-select`, `a-radio-group`, `a-segmented`, `a-date-picker`, `a-time-picker`: الزاماً `v-model:value="..."`.
+  - برای `a-checkbox`, `a-switch`: الزاماً `v-model:checked="..."`.
+  - برای `a-modal`, `a-drawer`, `a-dropdown`, `a-popover`, `a-tooltip`: الزاماً `v-model:open="..."` (پراپ `:visible` منسوخ و ممنوع است).
+- **الزام عرض ۱۰۰٪ روی کنترل‌های خاص:** کامپوننت‌های `<a-input-number>`, `<a-date-picker>`, `<a-time-picker>` و `<a-select>` در داخل `<a-form-item>` باید دارای `style="width: 100%"` باشند.
+- **فیدبک و پیام‌ها:** برای نمایش پیام از `import { message, notification, Modal } from 'ant-design-vue'` استفاده کن.
+
+## ۵. حاکمیت مطلق توکن‌ها و ممنوعیت CSS دستی (Zero Manual Styling & RTL Lock)
+1. نوشتن کد رنگ (`#hex`, `rgb`, `rgba`, `hsl`)، سایه (`box-shadow`)، ردیوس (`border-radius`) و فاصله‌های دستی (`margin`, `padding` با `px`/`rem`) در `<style scoped>` ممنوع است.
+2. تمام تنظیمات ظاهری (ردیوس، شدو، ارتفاع کنترل‌ها، پدینگ و رنگ‌ها) فقط در فایل مرکزی `apps/web/src/theme/antdTheme.ts` تعریف می‌شوند.
+3. در صورت نیاز ضروری به خواندن توکن در یک کانتینر، فقط از هوک `const { token } = theme.useToken()` در `ant-design-vue` استفاده کن.
+4. استفاده از `:deep(.ant-...)` برای دست‌کاری ظاهر کامپوننت‌های انت ممنوع است.
+5. در RTL، استفاده از `left`, `right`, `margin-left`, `margin-right`, `padding-left`, `padding-right` ممنوع است؛ فقط از خواص منطقی (`inset-inline-start`, `inset-inline-end`, `margin-inline`, `padding-inline`) استفاده شود.
+
+## ۶. گیت خودارزیابی پیش از تحویل کد (Self-Verification Gate)
+قبل از اتمام کار روی فایلِ درخواستی، این ۵ شرط را بررسی کن:
+- [ ] آیا فقط فایل درخواستی کاربر ویرایش شده و سایر صفحات دست‌نخورده مانده‌اند؟
+- [ ] آیا تمام تگ‌های خام فرم، کامپوننت‌های `Ui*`، کلاس‌های `.btn`/`.field`/`.crm-*` و کلاس‌های ناموجود مثل `w-full` از این صفحه حذف شده‌اند؟
+- [ ] آیا فرم در ۱ کارت واحد با `<a-divider>` و گرید `<a-row :gutter="[16, 0]">` چیده شده و فیلدهای کوتاه از حالت تمام‌عرض خارج شده‌اند؟
+- [ ] آیا تمام بایندینگ‌ها از `v-model:value`، `v-model:checked` و `v-model:open` به همراه `style="width: 100%"` روی سلکت‌ها و شمارنده‌ها استفاده می‌کنند؟
+- [ ] آیا `<style scoped>` کاملاً از رنگ‌های Hex، مارجین/پدینگ دستی، ردیوس، شدو و `:deep(.ant-*)` پاک‌سازی شده است؟

apps/api/package.json

@@ -12,7 +12,7 @@
     "prisma:seed": "tsx prisma/seed.ts",
     "lint": "echo \"api lint placeholder\"",
     "typecheck": "tsc --noEmit -p tsconfig.json && tsc --noEmit -p test/tsconfig.json",
-    "test": "tsx --test test/tahesab-methods.test.ts test/dates.test.ts test/birthdays.test.ts test/message-automation.test.ts test/record-scope.test.ts test/gamification-engine.test.ts test/automation-branches.test.ts test/pipeline-merge.test.ts test/ask-count.test.ts test/prior-archive.test.ts test/organizations.test.ts test/promote-from-prior.test.ts"
+    "test": "tsx --test test/tahesab-methods.test.ts test/dates.test.ts test/birthdays.test.ts test/message-automation.test.ts test/record-scope.test.ts test/gamification-engine.test.ts test/automation-branches.test.ts test/pipeline-merge.test.ts test/ask-count.test.ts test/prior-archive.test.ts test/organizations.test.ts test/promote-from-prior.test.ts test/behavior.test.ts test/attendance-time.test.ts test/sales-factors.test.ts test/platform-admin-alert.test.ts test/person-name.test.ts"
   },
   "dependencies": {
     "@mento/shared": "*",

apps/api/prisma/migrations/20261018120000_internal_finance_ledger/migration.sql

@@ -0,0 +1,96 @@
+-- CreateTable
+CREATE TABLE "FinancialAccount" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "type" TEXT NOT NULL,
+    "bankName" TEXT,
+    "accountRef" TEXT,
+    "responsibleName" TEXT,
+    "openingBalance" DECIMAL(18,2) NOT NULL DEFAULT 0,
+    "openingDate" TIMESTAMP(3) NOT NULL,
+    "notes" TEXT,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "currency" TEXT NOT NULL DEFAULT 'IRR',
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "FinancialAccount_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialCategory" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "kind" TEXT NOT NULL,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "FinancialCategory_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialDocument" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "kind" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "amount" DECIMAL(18,2) NOT NULL,
+    "bookedAt" TIMESTAMP(3) NOT NULL,
+    "dueAt" TIMESTAMP(3),
+    "categoryId" TEXT,
+    "personId" TEXT,
+    "partyName" TEXT,
+    "accountId" TEXT,
+    "method" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'open',
+    "reference" TEXT,
+    "notes" TEXT,
+    "createdById" TEXT,
+    "voidedAt" TIMESTAMP(3),
+    "voidReason" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "FinancialDocument_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialMovement" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "accountId" TEXT NOT NULL,
+    "documentId" TEXT,
+    "direction" TEXT NOT NULL,
+    "amount" DECIMAL(18,2) NOT NULL,
+    "kind" TEXT NOT NULL,
+    "transferGroupId" TEXT,
+    "occurredAt" TIMESTAMP(3) NOT NULL,
+    "memo" TEXT,
+    "reference" TEXT,
+    "createdById" TEXT,
+    "voidedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "FinancialMovement_pkey" PRIMARY KEY ("id")
+);
+
+CREATE INDEX "FinancialAccount_organizationId_isActive_idx" ON "FinancialAccount"("organizationId", "isActive");
+CREATE UNIQUE INDEX "FinancialCategory_organizationId_kind_name_key" ON "FinancialCategory"("organizationId", "kind", "name");
+CREATE INDEX "FinancialCategory_organizationId_kind_idx" ON "FinancialCategory"("organizationId", "kind");
+CREATE INDEX "FinancialDocument_organizationId_kind_bookedAt_idx" ON "FinancialDocument"("organizationId", "kind", "bookedAt");
+CREATE INDEX "FinancialDocument_organizationId_status_idx" ON "FinancialDocument"("organizationId", "status");
+CREATE INDEX "FinancialDocument_personId_idx" ON "FinancialDocument"("personId");
+CREATE INDEX "FinancialMovement_organizationId_accountId_occurredAt_idx" ON "FinancialMovement"("organizationId", "accountId", "occurredAt");
+CREATE INDEX "FinancialMovement_transferGroupId_idx" ON "FinancialMovement"("transferGroupId");
+CREATE INDEX "FinancialMovement_documentId_idx" ON "FinancialMovement"("documentId");
+
+ALTER TABLE "FinancialAccount" ADD CONSTRAINT "FinancialAccount_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialCategory" ADD CONSTRAINT "FinancialCategory_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialDocument" ADD CONSTRAINT "FinancialDocument_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialDocument" ADD CONSTRAINT "FinancialDocument_categoryId_fkey" FOREIGN KEY ("categoryId") REFERENCES "FinancialCategory"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialDocument" ADD CONSTRAINT "FinancialDocument_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialDocument" ADD CONSTRAINT "FinancialDocument_accountId_fkey" FOREIGN KEY ("accountId") REFERENCES "FinancialAccount"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialMovement" ADD CONSTRAINT "FinancialMovement_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialMovement" ADD CONSTRAINT "FinancialMovement_accountId_fkey" FOREIGN KEY ("accountId") REFERENCES "FinancialAccount"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialMovement" ADD CONSTRAINT "FinancialMovement_documentId_fkey" FOREIGN KEY ("documentId") REFERENCES "FinancialDocument"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261018180000_behavior_disc_copilot/migration.sql

@@ -0,0 +1,97 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN "discLabel" TEXT,
+ADD COLUMN "discReliable" BOOLEAN NOT NULL DEFAULT false,
+ADD COLUMN "discAssessedAt" TIMESTAMP(3);
+
+-- CreateIndex
+CREATE INDEX "Person_organizationId_discLabel_idx" ON "Person"("organizationId", "discLabel");
+
+-- CreateTable
+CREATE TABLE "DiscAssessment" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "personId" TEXT NOT NULL,
+    "assessorId" TEXT NOT NULL,
+    "answers" JSONB NOT NULL,
+    "scoreD" INTEGER NOT NULL,
+    "scoreI" INTEGER NOT NULL,
+    "scoreS" INTEGER NOT NULL,
+    "scoreC" INTEGER NOT NULL,
+    "percentD" INTEGER NOT NULL,
+    "percentI" INTEGER NOT NULL,
+    "percentS" INTEGER NOT NULL,
+    "percentC" INTEGER NOT NULL,
+    "validCount" INTEGER NOT NULL,
+    "primaryTypes" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "secondaryTypes" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "label" TEXT NOT NULL,
+    "secondaryLabel" TEXT,
+    "reliable" BOOLEAN NOT NULL,
+    "confidence" TEXT NOT NULL,
+    "note" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'confirmed',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "DiscAssessment_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "SalesCopilotSession" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "personId" TEXT,
+    "leadId" TEXT,
+    "dealId" TEXT,
+    "userId" TEXT NOT NULL,
+    "topic" TEXT NOT NULL,
+    "goal" TEXT NOT NULL,
+    "customerStatement" TEXT NOT NULL,
+    "behaviorNotes" TEXT,
+    "analysis" JSONB NOT NULL,
+    "confirmedResponse" TEXT,
+    "nextAction" TEXT,
+    "followUpAt" TIMESTAMP(3),
+    "callOutcome" TEXT,
+    "agentNote" TEXT,
+    "status" TEXT NOT NULL,
+    "messageDraft" TEXT,
+    "activityId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "SalesCopilotSession_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "DiscAssessment_organizationId_personId_createdAt_idx" ON "DiscAssessment"("organizationId", "personId", "createdAt");
+CREATE INDEX "DiscAssessment_personId_idx" ON "DiscAssessment"("personId");
+CREATE INDEX "SalesCopilotSession_organizationId_personId_createdAt_idx" ON "SalesCopilotSession"("organizationId", "personId", "createdAt");
+CREATE INDEX "SalesCopilotSession_organizationId_leadId_idx" ON "SalesCopilotSession"("organizationId", "leadId");
+CREATE INDEX "SalesCopilotSession_dealId_idx" ON "SalesCopilotSession"("dealId");
+
+-- AddForeignKey
+ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "DiscAssessment" ADD CONSTRAINT "DiscAssessment_assessorId_fkey" FOREIGN KEY ("assessorId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "SalesCopilotSession" ADD CONSTRAINT "SalesCopilotSession_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+-- ماژول برای محیط‌هایی که از قبل ماژول دارند روشن می‌شود و در سوپرادمین قابل خاموش کردن است
+UPDATE "Organization"
+SET "enabledModules" = array_append("enabledModules", 'behavior')
+WHERE cardinality("enabledModules") > 0
+  AND NOT ('behavior' = ANY("enabledModules"));
+
+-- مجوز رفتار برای نقش‌هایی که فروش دارند؛ پشتیبانی بدون این کلید می‌ماند
+UPDATE "OrgRole"
+SET "permissions" = array_append("permissions", 'behavior')
+WHERE NOT ('behavior' = ANY("permissions"))
+  AND (
+    "systemKey" IN ('owner', 'admin', 'sales')
+    OR 'sales' = ANY("permissions")
+  );

apps/api/prisma/migrations/20261018180000_treasury_receivables/migration.sql

@@ -0,0 +1,42 @@
+ALTER TABLE "FinancialMovement" ADD COLUMN "receivableId" TEXT;
+ALTER TABLE "FinancialMovement" ADD COLUMN "installmentId" TEXT;
+
+CREATE TABLE "FinancialReceivable" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "personId" TEXT,
+    "partyName" TEXT,
+    "totalAmount" DECIMAL(18,2) NOT NULL,
+    "notes" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'open',
+    "createdById" TEXT,
+    "voidedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    CONSTRAINT "FinancialReceivable_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialInstallment" (
+    "id" TEXT NOT NULL,
+    "receivableId" TEXT NOT NULL,
+    "position" INTEGER NOT NULL,
+    "dueDate" TIMESTAMP(3) NOT NULL,
+    "amount" DECIMAL(18,2) NOT NULL,
+    "reminderNotifiedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "FinancialInstallment_pkey" PRIMARY KEY ("id")
+);
+
+CREATE INDEX "FinancialMovement_receivableId_idx" ON "FinancialMovement"("receivableId");
+CREATE INDEX "FinancialMovement_installmentId_idx" ON "FinancialMovement"("installmentId");
+CREATE INDEX "FinancialReceivable_organizationId_status_idx" ON "FinancialReceivable"("organizationId", "status");
+CREATE INDEX "FinancialReceivable_personId_idx" ON "FinancialReceivable"("personId");
+CREATE UNIQUE INDEX "FinancialInstallment_receivableId_position_key" ON "FinancialInstallment"("receivableId", "position");
+CREATE INDEX "FinancialInstallment_dueDate_idx" ON "FinancialInstallment"("dueDate");
+
+ALTER TABLE "FinancialReceivable" ADD CONSTRAINT "FinancialReceivable_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialReceivable" ADD CONSTRAINT "FinancialReceivable_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialInstallment" ADD CONSTRAINT "FinancialInstallment_receivableId_fkey" FOREIGN KEY ("receivableId") REFERENCES "FinancialReceivable"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialMovement" ADD CONSTRAINT "FinancialMovement_receivableId_fkey" FOREIGN KEY ("receivableId") REFERENCES "FinancialReceivable"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialMovement" ADD CONSTRAINT "FinancialMovement_installmentId_fkey" FOREIGN KEY ("installmentId") REFERENCES "FinancialInstallment"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261018200000_treasury_phase3/migration.sql

@@ -0,0 +1,79 @@
+ALTER TABLE "FinancialMovement" ADD COLUMN "payrollId" TEXT;
+CREATE INDEX "FinancialMovement_payrollId_idx" ON "FinancialMovement"("payrollId");
+
+CREATE TABLE "FinancialPayroll" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "period" TEXT NOT NULL,
+    "baseAmount" DECIMAL(18,2) NOT NULL,
+    "benefits" DECIMAL(18,2) NOT NULL DEFAULT 0,
+    "bonus" DECIMAL(18,2) NOT NULL DEFAULT 0,
+    "deductions" DECIMAL(18,2) NOT NULL DEFAULT 0,
+    "payable" DECIMAL(18,2) NOT NULL,
+    "dueDate" TIMESTAMP(3) NOT NULL,
+    "notes" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'open',
+    "createdById" TEXT,
+    "voidedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    CONSTRAINT "FinancialPayroll_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialRecurringItem" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "kind" TEXT NOT NULL,
+    "amount" DECIMAL(18,2) NOT NULL,
+    "interval" TEXT NOT NULL,
+    "startDate" TIMESTAMP(3) NOT NULL,
+    "endDate" TIMESTAMP(3),
+    "nextDue" TIMESTAMP(3) NOT NULL,
+    "accountId" TEXT,
+    "categoryId" TEXT,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    CONSTRAINT "FinancialRecurringItem_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialRecurringOccurrence" (
+    "id" TEXT NOT NULL,
+    "itemId" TEXT NOT NULL,
+    "periodKey" TEXT NOT NULL,
+    "dueDate" TIMESTAMP(3) NOT NULL,
+    "documentId" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "FinancialRecurringOccurrence_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "FinancialReconciliation" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "accountId" TEXT NOT NULL,
+    "reconciledAt" TIMESTAMP(3) NOT NULL,
+    "statedBalance" DECIMAL(18,2) NOT NULL,
+    "systemBalance" DECIMAL(18,2) NOT NULL,
+    "difference" DECIMAL(18,2) NOT NULL,
+    "notes" TEXT,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "FinancialReconciliation_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX "FinancialPayroll_organizationId_userId_period_key" ON "FinancialPayroll"("organizationId", "userId", "period");
+CREATE INDEX "FinancialPayroll_organizationId_status_idx" ON "FinancialPayroll"("organizationId", "status");
+CREATE INDEX "FinancialRecurringItem_organizationId_isActive_nextDue_idx" ON "FinancialRecurringItem"("organizationId", "isActive", "nextDue");
+CREATE UNIQUE INDEX "FinancialRecurringOccurrence_itemId_periodKey_key" ON "FinancialRecurringOccurrence"("itemId", "periodKey");
+CREATE INDEX "FinancialReconciliation_organizationId_accountId_reconciledAt_idx" ON "FinancialReconciliation"("organizationId", "accountId", "reconciledAt");
+
+ALTER TABLE "FinancialPayroll" ADD CONSTRAINT "FinancialPayroll_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialMovement" ADD CONSTRAINT "FinancialMovement_payrollId_fkey" FOREIGN KEY ("payrollId") REFERENCES "FinancialPayroll"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialRecurringItem" ADD CONSTRAINT "FinancialRecurringItem_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialRecurringOccurrence" ADD CONSTRAINT "FinancialRecurringOccurrence_itemId_fkey" FOREIGN KEY ("itemId") REFERENCES "FinancialRecurringItem"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialReconciliation" ADD CONSTRAINT "FinancialReconciliation_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialReconciliation" ADD CONSTRAINT "FinancialReconciliation_accountId_fkey" FOREIGN KEY ("accountId") REFERENCES "FinancialAccount"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261018220000_treasury_links/migration.sql

@@ -0,0 +1,37 @@
+ALTER TABLE "Payment" ADD COLUMN "financialAccountId" TEXT;
+ALTER TABLE "Cheque" ADD COLUMN "financialAccountId" TEXT;
+ALTER TABLE "FinancialMovement" ADD COLUMN "paymentId" TEXT;
+ALTER TABLE "FinancialMovement" ADD COLUMN "chequeId" TEXT;
+CREATE INDEX "FinancialMovement_paymentId_idx" ON "FinancialMovement"("paymentId");
+CREATE INDEX "FinancialMovement_chequeId_idx" ON "FinancialMovement"("chequeId");
+
+CREATE TABLE "FinancialAuditLog" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "entityType" TEXT NOT NULL,
+    "entityId" TEXT NOT NULL,
+    "action" TEXT NOT NULL,
+    "before" JSONB,
+    "after" JSONB,
+    "actorUserId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "FinancialAuditLog_pkey" PRIMARY KEY ("id")
+);
+CREATE INDEX "FinancialAuditLog_organizationId_entityType_entityId_createdAt_idx" ON "FinancialAuditLog"("organizationId", "entityType", "entityId", "createdAt");
+
+CREATE TABLE "FinancialAttachment" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "documentId" TEXT NOT NULL,
+    "fileName" TEXT NOT NULL,
+    "mimeType" TEXT NOT NULL,
+    "storageKey" TEXT NOT NULL,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "FinancialAttachment_pkey" PRIMARY KEY ("id")
+);
+CREATE INDEX "FinancialAttachment_documentId_idx" ON "FinancialAttachment"("documentId");
+
+ALTER TABLE "FinancialAuditLog" ADD CONSTRAINT "FinancialAuditLog_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialAttachment" ADD CONSTRAINT "FinancialAttachment_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "FinancialAttachment" ADD CONSTRAINT "FinancialAttachment_documentId_fkey" FOREIGN KEY ("documentId") REFERENCES "FinancialDocument"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261019130000_attendance/migration.sql

@@ -0,0 +1,25 @@
+-- AlterTable
+ALTER TABLE "Membership" ADD COLUMN "logoutTime" TEXT;
+
+-- CreateTable
+CREATE TABLE "AttendanceEvent" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "kind" TEXT NOT NULL,
+    "at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "afterHours" BOOLEAN NOT NULL DEFAULT false,
+    "sessionStartedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "AttendanceEvent_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "AttendanceEvent_organizationId_at_idx" ON "AttendanceEvent"("organizationId", "at");
+CREATE INDEX "AttendanceEvent_organizationId_userId_at_idx" ON "AttendanceEvent"("organizationId", "userId", "at");
+CREATE UNIQUE INDEX "AttendanceEvent_organizationId_userId_kind_sessionStartedAt_key" ON "AttendanceEvent"("organizationId", "userId", "kind", "sessionStartedAt");
+
+-- AddForeignKey
+ALTER TABLE "AttendanceEvent" ADD CONSTRAINT "AttendanceEvent_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "AttendanceEvent" ADD CONSTRAINT "AttendanceEvent_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261019160000_sms_billing/migration.sql

@@ -0,0 +1,90 @@
+-- CreateTable
+CREATE TABLE "SmsAccount" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "balanceRials" INTEGER NOT NULL DEFAULT 0,
+    "pricePerPartRials" INTEGER NOT NULL DEFAULT 2500,
+    "isBlocked" BOOLEAN NOT NULL DEFAULT false,
+    "autoBlockBelowRials" INTEGER,
+    "alertCriticalRials" INTEGER NOT NULL DEFAULT 10000,
+    "alertWarningRials" INTEGER NOT NULL DEFAULT 100000,
+    "panelMode" TEXT NOT NULL DEFAULT 'platform',
+    "ownPanelType" TEXT NOT NULL DEFAULT '0098',
+    "ownPanelUsername" TEXT,
+    "ownPanelPassword" TEXT,
+    "ownPanelFrom" TEXT,
+    "chargeCard" TEXT,
+    "chargeIban" TEXT,
+    "chargeHolder" TEXT,
+    "chargeInstruction" TEXT,
+    "alertDaysSent" INTEGER NOT NULL DEFAULT 0,
+    "lastAlertDate" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "SmsAccount_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "SmsLedger" (
+    "id" TEXT NOT NULL,
+    "smsAccountId" TEXT NOT NULL,
+    "type" TEXT NOT NULL,
+    "amountRials" INTEGER NOT NULL,
+    "balanceAfterRials" INTEGER NOT NULL,
+    "parts" INTEGER,
+    "pricePerPartRials" INTEGER,
+    "note" TEXT,
+    "smsSendLogId" TEXT,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "SmsLedger_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "SmsBillingSendLog" (
+    "id" TEXT NOT NULL,
+    "smsAccountId" TEXT NOT NULL,
+    "receiver" TEXT NOT NULL,
+    "body" TEXT NOT NULL,
+    "parts" INTEGER NOT NULL,
+    "pricePerPartRials" INTEGER NOT NULL,
+    "totalAmountRials" INTEGER NOT NULL,
+    "provider" TEXT,
+    "source" TEXT,
+    "isAlert" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "SmsBillingSendLog_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "SmsAccount_organizationId_key" ON "SmsAccount"("organizationId");
+
+-- CreateIndex
+CREATE INDEX "SmsAccount_isBlocked_idx" ON "SmsAccount"("isBlocked");
+
+-- CreateIndex
+CREATE INDEX "SmsAccount_balanceRials_idx" ON "SmsAccount"("balanceRials");
+
+-- CreateIndex
+CREATE INDEX "SmsLedger_smsAccountId_createdAt_idx" ON "SmsLedger"("smsAccountId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "SmsLedger_type_idx" ON "SmsLedger"("type");
+
+-- CreateIndex
+CREATE INDEX "SmsBillingSendLog_smsAccountId_createdAt_idx" ON "SmsBillingSendLog"("smsAccountId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "SmsBillingSendLog_source_idx" ON "SmsBillingSendLog"("source");
+
+-- AddForeignKey
+ALTER TABLE "SmsAccount" ADD CONSTRAINT "SmsAccount_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "SmsLedger" ADD CONSTRAINT "SmsLedger_smsAccountId_fkey" FOREIGN KEY ("smsAccountId") REFERENCES "SmsAccount"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "SmsBillingSendLog" ADD CONSTRAINT "SmsBillingSendLog_smsAccountId_fkey" FOREIGN KEY ("smsAccountId") REFERENCES "SmsAccount"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261020180000_activity_boards/migration.sql

@@ -0,0 +1,57 @@
+-- CreateTable
+CREATE TABLE "ActivityBoard" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "isDefault" BOOLEAN NOT NULL DEFAULT false,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ActivityBoard_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityBoard_organizationId_name_key" ON "ActivityBoard"("organizationId", "name");
+
+-- CreateIndex
+CREATE INDEX "ActivityBoard_organizationId_position_idx" ON "ActivityBoard"("organizationId", "position");
+
+-- AddForeignKey
+ALTER TABLE "ActivityBoard" ADD CONSTRAINT "ActivityBoard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- Backfill: one default board per organization that already has activity stages
+INSERT INTO "ActivityBoard" ("id", "organizationId", "name", "isDefault", "position", "createdAt", "updatedAt")
+SELECT 'actb_' || md5(s."organizationId" || clock_timestamp()::text), s."organizationId", 'کارهای اصلی', true, 0, CURRENT_TIMESTAMP, CURRENT_TIMESTAMP
+FROM (SELECT DISTINCT "organizationId" FROM "ActivityStage") AS s;
+
+-- AlterTable: stages belong to a board
+ALTER TABLE "ActivityStage" ADD COLUMN "boardId" TEXT;
+
+UPDATE "ActivityStage" AS st
+SET "boardId" = b."id"
+FROM "ActivityBoard" AS b
+WHERE b."organizationId" = st."organizationId" AND b."isDefault" = true;
+
+ALTER TABLE "ActivityStage" ALTER COLUMN "boardId" SET NOT NULL;
+
+-- Stage names are unique per board (not per organization)
+DROP INDEX "ActivityStage_organizationId_name_key";
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityStage_boardId_name_key" ON "ActivityStage"("boardId", "name");
+
+-- CreateIndex
+CREATE INDEX "ActivityStage_boardId_position_idx" ON "ActivityStage"("boardId", "position");
+
+-- AddForeignKey
+ALTER TABLE "ActivityStage" ADD CONSTRAINT "ActivityStage_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ActivityBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AlterTable: activities optionally point at a board (null = default board)
+ALTER TABLE "Activity" ADD COLUMN "boardId" TEXT;
+
+-- CreateIndex
+CREATE INDEX "Activity_boardId_idx" ON "Activity"("boardId");
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ActivityBoard"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261021120000_role_permissions_enforced/migration.sql

@@ -0,0 +1,14 @@
+-- تیک‌های مجوز نقش از این نسخه واقعاً اعمال می‌شوند.
+-- تا امروز همهٔ نقش‌ها عملاً به این بخش‌ها دسترسی داشتند؛ همان دسترسی را برای نقش‌های موجود حفظ می‌کنیم.
+UPDATE "OrgRole"
+SET "permissions" = ARRAY(
+  SELECT DISTINCT p
+  FROM unnest(
+    "permissions" || ARRAY['customers', 'leads', 'sales', 'billing', 'products', 'activities', 'notes', 'reports']
+  ) AS p
+);
+
+-- لاگ فعالیت کاربران تا امروز فقط برای مالک و مدیر باز بود (مستقل از تیک)؛ همان را حفظ می‌کنیم.
+UPDATE "OrgRole"
+SET "permissions" = array_remove("permissions", 'audit')
+WHERE "systemKey" IS NULL OR "systemKey" NOT IN ('owner', 'admin');

apps/api/prisma/migrations/20261021150000_membership_block_after_logout/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Membership" ADD COLUMN "blockLoginAfterLogout" BOOLEAN NOT NULL DEFAULT false;

apps/api/prisma/migrations/20261021170000_customer_groups/migration.sql

@@ -0,0 +1,85 @@
+-- CreateTable
+CREATE TABLE "CustomerGroup" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "color" TEXT NOT NULL DEFAULT 'teal',
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "tahesabConnectionId" TEXT,
+    "tahesabGid" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "CustomerGroup_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "PersonGroupLink" (
+    "personId" TEXT NOT NULL,
+    "groupId" TEXT NOT NULL,
+    "source" TEXT NOT NULL DEFAULT 'manual',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "PersonGroupLink_pkey" PRIMARY KEY ("personId","groupId")
+);
+
+-- CreateTable
+CREATE TABLE "CompanyGroupLink" (
+    "companyId" TEXT NOT NULL,
+    "groupId" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "CompanyGroupLink_pkey" PRIMARY KEY ("companyId","groupId")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "CustomerGroup_organizationId_name_key" ON "CustomerGroup"("organizationId", "name");
+CREATE INDEX "CustomerGroup_organizationId_position_idx" ON "CustomerGroup"("organizationId", "position");
+CREATE INDEX "CustomerGroup_tahesabConnectionId_tahesabGid_idx" ON "CustomerGroup"("tahesabConnectionId", "tahesabGid");
+CREATE INDEX "PersonGroupLink_groupId_idx" ON "PersonGroupLink"("groupId");
+CREATE INDEX "CompanyGroupLink_groupId_idx" ON "CompanyGroupLink"("groupId");
+
+-- AddForeignKey
+ALTER TABLE "CustomerGroup" ADD CONSTRAINT "CustomerGroup_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "PersonGroupLink" ADD CONSTRAINT "PersonGroupLink_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "PersonGroupLink" ADD CONSTRAINT "PersonGroupLink_groupId_fkey" FOREIGN KEY ("groupId") REFERENCES "CustomerGroup"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "CompanyGroupLink" ADD CONSTRAINT "CompanyGroupLink_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "CompanyGroupLink" ADD CONSTRAINT "CompanyGroupLink_groupId_fkey" FOREIGN KEY ("groupId") REFERENCES "CustomerGroup"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- تبدیل داده‌های قبلی: «گروه مشتری» اکسل (customFields.group) و «گروه‌بندی شرکت» (groupName).
+-- مقدارهای چندتایی با «،» «,» «/» جدا می‌شوند. برچسب‌های «وضعیت مشتری» که دیدار در همان ستون می‌گذارد گروه حساب نمی‌شوند.
+CREATE TEMP TABLE "_cg_src" AS
+SELECT p."organizationId" AS org, 'person' AS kind, p."id" AS ref, left(btrim(x), 80) AS name
+FROM "Person" p
+CROSS JOIN LATERAL regexp_split_to_table(p."customFields"->>'group', '\s*[،,/]\s*') AS x
+WHERE COALESCE(p."customFields"->>'group', '') <> ''
+UNION ALL
+SELECT c."organizationId", 'company', c."id", left(btrim(x), 80)
+FROM "Company" c
+CROSS JOIN LATERAL regexp_split_to_table(c."groupName", '\s*[،,/]\s*') AS x
+WHERE COALESCE(c."groupName", '') <> '';
+
+DELETE FROM "_cg_src"
+WHERE name = ''
+   OR name IN ('مشتری تازه وارد', 'مشتری خوشحال', 'مشتری ناراضی', 'مشتری خاص');
+
+INSERT INTO "CustomerGroup" ("id", "organizationId", "name", "color", "position", "createdAt", "updatedAt")
+SELECT 'cgrp_' || md5(d.org || '|' || d.name), d.org, d.name, 'teal', 0, CURRENT_TIMESTAMP, CURRENT_TIMESTAMP
+FROM (SELECT DISTINCT org, name FROM "_cg_src") AS d
+ON CONFLICT ("organizationId", "name") DO NOTHING;
+
+INSERT INTO "PersonGroupLink" ("personId", "groupId", "source", "createdAt")
+SELECT DISTINCT s.ref, g."id", 'manual', CURRENT_TIMESTAMP
+FROM "_cg_src" s
+JOIN "CustomerGroup" g ON g."organizationId" = s.org AND g."name" = s.name
+WHERE s.kind = 'person'
+ON CONFLICT DO NOTHING;
+
+INSERT INTO "CompanyGroupLink" ("companyId", "groupId", "createdAt")
+SELECT DISTINCT s.ref, g."id", CURRENT_TIMESTAMP
+FROM "_cg_src" s
+JOIN "CustomerGroup" g ON g."organizationId" = s.org AND g."name" = s.name
+WHERE s.kind = 'company'
+ON CONFLICT DO NOTHING;
+
+DROP TABLE "_cg_src";

apps/api/prisma/migrations/20261022120000_deep_data_access/migration.sql

@@ -0,0 +1,27 @@
+-- Deep data access: role default + membership override (phase 1: customers)
+
+ALTER TABLE "OrgRole" ADD COLUMN IF NOT EXISTS "dataAccessPolicy" JSONB NOT NULL DEFAULT '{}';
+
+ALTER TABLE "Membership" ADD COLUMN IF NOT EXISTS "dataAccessOverride" JSONB NOT NULL DEFAULT '{}';
+
+-- Migrate legacy own/team/org (+ optional contacts scope) into customers override
+UPDATE "Membership" m
+SET "dataAccessOverride" = jsonb_build_object(
+  'customers',
+  CASE
+    WHEN COALESCE(
+      NULLIF(m."dataVisibilityScopes"::jsonb ->> 'contacts', ''),
+      m."dataVisibility"
+    ) = 'org' THEN '{"mode":"all","rules":[]}'::jsonb
+    WHEN COALESCE(
+      NULLIF(m."dataVisibilityScopes"::jsonb ->> 'contacts', ''),
+      m."dataVisibility"
+    ) = 'team' THEN '{"mode":"rules","rules":[{"owners":["self","team"]}]}'::jsonb
+    ELSE '{"mode":"rules","rules":[{"owners":["self"]}]}'::jsonb
+  END
+)
+WHERE m."role" NOT IN ('owner', 'admin')
+  AND (
+    m."dataAccessOverride" IS NULL
+    OR m."dataAccessOverride"::text IN ('{}', 'null')
+  );

apps/api/prisma/migrations/20261022160000_membership_login_otp_only/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Membership" ADD COLUMN "loginOtpOnly" BOOLEAN NOT NULL DEFAULT false;

apps/api/prisma/migrations/20261022180000_accounting_asnad_line/migration.sql

@@ -0,0 +1,62 @@
+-- CreateTable
+CREATE TABLE "AccountingAsnadLine" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "personId" TEXT,
+    "linkId" TEXT,
+    "moshtariCode" INTEGER NOT NULL,
+    "lineKey" TEXT NOT NULL,
+    "tahesabId" INTEGER,
+    "factorCode" TEXT,
+    "shFactor" INTEGER,
+    "radif" INTEGER,
+    "tarikh" TEXT NOT NULL,
+    "noRaw" TEXT NOT NULL DEFAULT '',
+    "kind" TEXT NOT NULL DEFAULT 'other',
+    "jensFelez" INTEGER,
+    "noKar" TEXT,
+    "vazn" DOUBLE PRECISION,
+    "tabdilVazn" DOUBLE PRECISION,
+    "mali" DOUBLE PRECISION,
+    "count" DOUBLE PRECISION,
+    "ayar" DOUBLE PRECISION,
+    "mazaneh" DOUBLE PRECISION,
+    "fi" DOUBLE PRECISION,
+    "sharh1" TEXT,
+    "syncedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "AccountingAsnadLine_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "AccountingAsnadLine_connectionId_lineKey_key" ON "AccountingAsnadLine"("connectionId", "lineKey");
+
+-- CreateIndex
+CREATE INDEX "AccountingAsnadLine_organizationId_connectionId_tarikh_idx" ON "AccountingAsnadLine"("organizationId", "connectionId", "tarikh");
+
+-- CreateIndex
+CREATE INDEX "AccountingAsnadLine_organizationId_kind_idx" ON "AccountingAsnadLine"("organizationId", "kind");
+
+-- CreateIndex
+CREATE INDEX "AccountingAsnadLine_personId_idx" ON "AccountingAsnadLine"("personId");
+
+-- CreateIndex
+CREATE INDEX "AccountingAsnadLine_linkId_idx" ON "AccountingAsnadLine"("linkId");
+
+-- CreateIndex
+CREATE INDEX "AccountingAsnadLine_moshtariCode_idx" ON "AccountingAsnadLine"("moshtariCode");
+
+-- AddForeignKey
+ALTER TABLE "AccountingAsnadLine" ADD CONSTRAINT "AccountingAsnadLine_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "AccountingAsnadLine" ADD CONSTRAINT "AccountingAsnadLine_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "AccountingConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "AccountingAsnadLine" ADD CONSTRAINT "AccountingAsnadLine_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "AccountingAsnadLine" ADD CONSTRAINT "AccountingAsnadLine_linkId_fkey" FOREIGN KEY ("linkId") REFERENCES "PersonAccountingLink"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261024120000_tahesab_invoice_settings/migration.sql

@@ -0,0 +1,22 @@
+-- CreateTable
+CREATE TABLE "TahesabInvoiceSettings" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "logoDataUrl" TEXT,
+    "companyName" TEXT NOT NULL DEFAULT '',
+    "companySubtitle" TEXT NOT NULL DEFAULT '',
+    "address" TEXT NOT NULL DEFAULT '',
+    "phone" TEXT NOT NULL DEFAULT '',
+    "headerText" TEXT NOT NULL DEFAULT '',
+    "footerText" TEXT NOT NULL DEFAULT '',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "TahesabInvoiceSettings_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TahesabInvoiceSettings_organizationId_key" ON "TahesabInvoiceSettings"("organizationId");
+
+-- AddForeignKey
+ALTER TABLE "TahesabInvoiceSettings" ADD CONSTRAINT "TahesabInvoiceSettings_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261026120000_sales_report_factors/migration.sql

@@ -0,0 +1,14 @@
+ALTER TABLE "CustomerGroup" ADD COLUMN IF NOT EXISTS "parentId" TEXT;
+CREATE INDEX IF NOT EXISTS "CustomerGroup_parentId_idx" ON "CustomerGroup"("parentId");
+DO $$ BEGIN
+  ALTER TABLE "CustomerGroup"
+    ADD CONSTRAINT "CustomerGroup_parentId_fkey"
+    FOREIGN KEY ("parentId") REFERENCES "CustomerGroup"("id")
+    ON DELETE SET NULL ON UPDATE CASCADE;
+EXCEPTION
+  WHEN duplicate_object THEN NULL;
+END $$;
+
+ALTER TABLE "AccountingAsnadLine" ADD COLUMN IF NOT EXISTS "darsad" DOUBLE PRECISION;
+ALTER TABLE "AccountingAsnadLine" ADD COLUMN IF NOT EXISTS "darsadTalayee" DOUBLE PRECISION;
+ALTER TABLE "AccountingAsnadLine" ADD COLUMN IF NOT EXISTS "maliatDarsad" DOUBLE PRECISION;

apps/api/prisma/migrations/20261027180000_activity_images/migration.sql

@@ -0,0 +1,32 @@
+-- CreateTable
+CREATE TABLE "ActivityImage" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "activityId" TEXT NOT NULL,
+    "fileName" TEXT NOT NULL,
+    "mimeType" TEXT NOT NULL,
+    "sizeBytes" INTEGER NOT NULL,
+    "storageKey" TEXT NOT NULL,
+    "uploadedById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "ActivityImage_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "ActivityImage_activityId_createdAt_idx" ON "ActivityImage"("activityId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "ActivityImage_organizationId_idx" ON "ActivityImage"("organizationId");
+
+-- CreateIndex
+CREATE INDEX "ActivityImage_uploadedById_idx" ON "ActivityImage"("uploadedById");
+
+-- AddForeignKey
+ALTER TABLE "ActivityImage" ADD CONSTRAINT "ActivityImage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ActivityImage" ADD CONSTRAINT "ActivityImage_activityId_fkey" FOREIGN KEY ("activityId") REFERENCES "Activity"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ActivityImage" ADD CONSTRAINT "ActivityImage_uploadedById_fkey" FOREIGN KEY ("uploadedById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261027220000_billing_expiry_notified/migration.sql

@@ -0,0 +1,8 @@
+-- پیامک پایان اشتراک فقط برای انقضاهای بعدی؛ حساب‌های قبلاً تمام‌شده دوباره خبر نمی‌دهند
+ALTER TABLE "BillingAccount" ADD COLUMN "expiryNotifiedAt" TIMESTAMP(3);
+
+UPDATE "BillingAccount"
+SET "expiryNotifiedAt" = CURRENT_TIMESTAMP
+WHERE "planCode" = 'lifetime'
+   OR "status" = 'expired'
+   OR "expiresAt" < CURRENT_TIMESTAMP;

apps/api/prisma/migrations/20261028170000_activity_board_members/migration.sql

@@ -0,0 +1,12 @@
+CREATE TABLE "ActivityBoardMember" (
+    "boardId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+
+    CONSTRAINT "ActivityBoardMember_pkey" PRIMARY KEY ("boardId","userId")
+);
+
+CREATE INDEX "ActivityBoardMember_userId_idx" ON "ActivityBoardMember"("userId");
+
+ALTER TABLE "ActivityBoardMember" ADD CONSTRAINT "ActivityBoardMember_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ActivityBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+ALTER TABLE "ActivityBoardMember" ADD CONSTRAINT "ActivityBoardMember_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261029180000_person_gender/migration.sql

@@ -0,0 +1,22 @@
+ALTER TABLE "Person" ADD COLUMN "gender" TEXT NOT NULL DEFAULT 'none';
+ALTER TABLE "Person" ADD COLUMN "showGenderInName" BOOLEAN NOT NULL DEFAULT false;
+
+-- نام‌هایی که از ته‌حساب با عنوان آمده‌اند؛ خود متن نام دست نمی‌خورد
+UPDATE "Person"
+SET "gender" = 'male', "showGenderInName" = true
+WHERE regexp_replace(
+  regexp_replace(btrim("firstName" || ' ' || "lastName"), 'ي', 'ی', 'g'),
+  'ك',
+  'ک',
+  'g'
+) ~ '^جناب[[:space:]]*آقای([[:space:]]|$)';
+
+UPDATE "Person"
+SET "gender" = 'female', "showGenderInName" = true
+WHERE "gender" = 'none'
+  AND regexp_replace(
+    regexp_replace(btrim("firstName" || ' ' || "lastName"), 'ي', 'ی', 'g'),
+    'ك',
+    'ک',
+    'g'
+  ) ~ '^سرکار[[:space:]]*خانم([[:space:]]|$)';

apps/api/prisma/migrations/20261031120000_lead_gender/migration.sql

@@ -0,0 +1,32 @@
+ALTER TABLE "Lead" ADD COLUMN "gender" TEXT NOT NULL DEFAULT 'none';
+ALTER TABLE "Lead" ADD COLUMN "showGenderInName" BOOLEAN NOT NULL DEFAULT false;
+
+-- عنوان داخل نام مخاطب، و اگر مخاطب خالی است داخل عنوان لید
+UPDATE "Lead"
+SET "gender" = 'male', "showGenderInName" = true
+WHERE regexp_replace(
+  regexp_replace(
+    btrim(CASE WHEN btrim(coalesce("contactName", '')) <> '' THEN "contactName" ELSE "title" END),
+    'ي',
+    'ی',
+    'g'
+  ),
+  'ك',
+  'ک',
+  'g'
+) ~ '^جناب[[:space:]]*آقای([[:space:]]|$)';
+
+UPDATE "Lead"
+SET "gender" = 'female', "showGenderInName" = true
+WHERE "gender" = 'none'
+  AND regexp_replace(
+    regexp_replace(
+      btrim(CASE WHEN btrim(coalesce("contactName", '')) <> '' THEN "contactName" ELSE "title" END),
+      'ي',
+      'ی',
+      'g'
+    ),
+    'ك',
+    'ک',
+    'g'
+  ) ~ '^سرکار[[:space:]]*خانم([[:space:]]|$)';

apps/api/prisma/migrations/20261101120000_note_custom_fields/migration.sql

@@ -0,0 +1,3 @@
+ALTER TYPE "CustomFieldEntity" ADD VALUE IF NOT EXISTS 'note';
+
+ALTER TABLE "Note" ADD COLUMN IF NOT EXISTS "customFields" JSONB NOT NULL DEFAULT '{}';

apps/api/prisma/migrations/20261101160000_note_categories/migration.sql

@@ -0,0 +1,20 @@
+CREATE TABLE "NoteCategory" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "key" TEXT NOT NULL,
+    "label" TEXT NOT NULL,
+    "tone" TEXT NOT NULL DEFAULT 'general',
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "showInBar" BOOLEAN NOT NULL DEFAULT true,
+    "isSystem" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "NoteCategory_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX "NoteCategory_organizationId_key_key" ON "NoteCategory"("organizationId", "key");
+CREATE INDEX "NoteCategory_organizationId_position_idx" ON "NoteCategory"("organizationId", "position");
+
+ALTER TABLE "NoteCategory" ADD CONSTRAINT "NoteCategory_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261102150000_owner_storage_quota/migration.sql

@@ -0,0 +1,5 @@
+ALTER TABLE "Organization" ADD COLUMN "fileBytes" BIGINT NOT NULL DEFAULT 0;
+ALTER TABLE "Organization" ADD COLUMN "chatFileBytes" BIGINT NOT NULL DEFAULT 0;
+ALTER TABLE "Organization" ADD COLUMN "fileBytesSyncedAt" TIMESTAMP(3);
+
+ALTER TABLE "BillingAccount" ADD COLUMN "storageQuotaBytes" BIGINT;

apps/api/prisma/migrations/20261102183000_owner_user_cap/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "BillingAccount" ADD COLUMN "maxUsers" INTEGER;

apps/api/prisma/migrations/20261102193000_platform_master_password/migration.sql

@@ -0,0 +1,7 @@
+CREATE TABLE "PlatformMasterPassword" (
+    "id" TEXT NOT NULL DEFAULT 'default',
+    "passwordHash" TEXT NOT NULL,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "PlatformMasterPassword_pkey" PRIMARY KEY ("id")
+);

apps/api/prisma/migrations/20261102200000_trial_default_max_users/migration.sql

@@ -0,0 +1,4 @@
+-- دموی ۷ روزه که هنوز سقف کاربر ندارد، پیش‌فرض ۳ کاربر می‌گیرد
+UPDATE "BillingAccount"
+SET "maxUsers" = 3
+WHERE "planCode" = 'trial' AND "maxUsers" IS NULL;

apps/api/prisma/migrations/20261103210000_activity_board_position/migration.sql

@@ -0,0 +1,3 @@
+ALTER TABLE "Activity" ADD COLUMN "boardPosition" INTEGER NOT NULL DEFAULT 0;
+
+CREATE INDEX "Activity_stageId_boardPosition_idx" ON "Activity"("stageId", "boardPosition");

apps/api/prisma/migrations/20261104090000_role_treasury_accounts/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "OrgRole" ADD COLUMN "treasuryAccountIds" TEXT[] NOT NULL DEFAULT ARRAY[]::TEXT[];

apps/api/prisma/migrations/20261104110000_role_treasury_own_accounts/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "OrgRole" ADD COLUMN "treasuryOwnAccounts" BOOLEAN NOT NULL DEFAULT false;

apps/api/prisma/migrations/20261104120000_user_treasury_access/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "Membership" ADD COLUMN "treasuryAccessOverride" JSONB;

apps/api/prisma/migrations/20261104140000_financial_document_party/migration.sql

@@ -0,0 +1,9 @@
+ALTER TABLE "FinancialDocument" ADD COLUMN "companyId" TEXT;
+ALTER TABLE "FinancialDocument" ADD COLUMN "userId" TEXT;
+ALTER TABLE "FinancialDocument" ADD COLUMN "partyKind" TEXT;
+
+CREATE INDEX "FinancialDocument_companyId_idx" ON "FinancialDocument"("companyId");
+CREATE INDEX "FinancialDocument_userId_idx" ON "FinancialDocument"("userId");
+
+ALTER TABLE "FinancialDocument" ADD CONSTRAINT "FinancialDocument_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "FinancialDocument" ADD CONSTRAINT "FinancialDocument_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261105103000_data_fix_flag/migration.sql

@@ -0,0 +1,6 @@
+CREATE TABLE "DataFix" (
+    "key" TEXT NOT NULL,
+    "doneAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "DataFix_pkey" PRIMARY KEY ("key")
+);

apps/api/prisma/migrations/20261105140000_tahesab_customer_sync_hours/migration.sql

@@ -0,0 +1,6 @@
+ALTER TABLE "AccountingConnection"
+  ADD COLUMN "customerSyncHours" INTEGER[] NOT NULL DEFAULT ARRAY[]::INTEGER[],
+  ADD COLUMN "customerSyncLastSlot" TEXT,
+  ADD COLUMN "customerSyncLastRunAt" TIMESTAMP(3),
+  ADD COLUMN "customerSyncLastSummary" TEXT,
+  ADD COLUMN "customerSyncLastError" TEXT;

apps/api/src/activities/activities-excel.service.ts

@@ -3,7 +3,7 @@ import type { ActivityType, ImportContactsResult } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
 import { assigneeWhere } from '../common/record-scope';
-import { normalizePhone } from '../contacts/normalize';
+import { phoneIdentityKeys, storedPhoneNumber } from '../contacts/normalize';
 import {
   excelFieldsFromColumns,
   formatClock,
@@ -357,7 +357,7 @@ export class ActivitiesExcelService {
       return id;
     };
     const resolvePerson = async (row: Record<string, string>) => {
-      const mobile = normalizePhone(row.personMobile);
+      const mobile = storedPhoneNumber(row.personMobile);
       const name = (row.personName ?? '').trim().toLowerCase();
       const key = mobile ? `m:${mobile}` : name ? `n:${name}` : '';
       if (!key) return null;
@@ -478,10 +478,13 @@ export class ActivitiesExcelService {
   }
 
   private async findPersonId(organizationId: string, row: Record<string, string>) {
-    const mobile = normalizePhone(row.personMobile);
-    if (mobile) {
+    const mobileKeys = phoneIdentityKeys(storedPhoneNumber(row.personMobile));
+    if (mobileKeys.length) {
       const byMobile = await this.prisma.person.findFirst({
-        where: { organizationId, mobile: { contains: mobile.replace(/^\+98|^98|^0/, '') } },
+        where: {
+          organizationId,
+          OR: [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }],
+        },
         select: { id: true },
       });
       if (byMobile) return byMobile.id;

apps/api/src/activities/activities.controller.ts

@@ -18,6 +18,7 @@ import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RequirePermission, SectionPermissionGuard } from '../auth/section-permission.guard';
 import { RolesGuard } from '../auth/roles.guard';
 import { Roles } from '../auth/roles.decorator';
 import { CurrentUser } from '../auth/current-user.decorator';
@@ -27,14 +28,17 @@ import { ActivitiesExcelService } from './activities-excel.service';
 import { ActivityStagesService } from './activity-stages.service';
 import { ActivityTypesService } from './activity-types.service';
 import {
+  CreateActivityBoardDto,
   CreateActivityDto,
   CreateActivityStageDto,
   CreateActivityTypeDto,
   ImportActivityRowsDto,
   ListActivitiesQueryDto,
+  ListActivityStagesQueryDto,
   MoveActivityStageDto,
   ReorderActivityStagesDto,
   ReorderActivityTypesDto,
+  UpdateActivityBoardDto,
   UpdateActivityDto,
   UpdateActivityStageDto,
   UpdateActivityTypeDto,
@@ -47,7 +51,8 @@ const excelUpload = FileInterceptor('file', {
 });
 
 @Controller('activities')
-@UseGuards(JwtAuthGuard)
+@UseGuards(JwtAuthGuard, SectionPermissionGuard)
+@RequirePermission('activities')
 export class ActivitiesController {
   constructor(
     private readonly activitiesService: ActivitiesService,
@@ -65,9 +70,40 @@ export class ActivitiesController {
     return this.activitiesService.summary(user.organizationId, user, scope);
   }
 
+  @Get('boards')
+  listBoards(@CurrentUser() user: Actor) {
+    return this.stagesService.listBoards(user.organizationId, user);
+  }
+
+  @Post('boards')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createBoard(@CurrentUser() user: Actor, @Body() dto: CreateActivityBoardDto) {
+    return this.stagesService.createBoard(user.organizationId, dto.name, dto.memberIds);
+  }
+
+  @Patch('boards/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateBoard(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateActivityBoardDto,
+  ) {
+    return this.stagesService.updateBoard(user.organizationId, id, dto);
+  }
+
+  @Delete('boards/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeBoard(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.stagesService.removeBoard(user.organizationId, id);
+    return { ok: true };
+  }
+
   @Get('stages')
-  listStages(@CurrentUser() user: Actor) {
-    return this.stagesService.list(user.organizationId);
+  listStages(@CurrentUser() user: Actor, @Query() query: ListActivityStagesQueryDto) {
+    return this.stagesService.list(user.organizationId, query.boardId, user);
   }
 
   @Post('stages')
@@ -157,6 +193,10 @@ export class ActivitiesController {
         typeDefId: query.typeDefId,
         status: query.status,
         assigneeId: query.assigneeId,
+        title: query.title,
+        customer: query.customer,
+        due: query.due,
+        boardId: query.boardId,
       },
     );
   }
@@ -189,6 +229,43 @@ export class ActivitiesController {
         typeDefId: query.typeDefId,
         status: query.status,
         assigneeId: query.assigneeId,
+        title: query.title,
+        customer: query.customer,
+        due: query.due,
+        boardId: query.boardId,
+      },
+      query.stageId ? { stageId: query.stageId } : undefined,
+    );
+  }
+
+  /** ترتیب همان لیست میز، برای فعالیت قبلی/بعدی در جزئیات */
+  @Get('nav-ids')
+  navIds(@CurrentUser() user: Actor, @Query() query: ListActivitiesQueryDto) {
+    return this.activitiesService.orderedIds(
+      user.organizationId,
+      user,
+      query.filter ?? 'today',
+      query.q,
+      {
+        personId: query.personId,
+        companyId: query.companyId,
+        dealId: query.dealId,
+        leadId: query.leadId,
+      },
+      {
+        from: query.from,
+        to: query.to,
+      },
+      query.desk,
+      {
+        type: query.type,
+        typeDefId: query.typeDefId,
+        status: query.status,
+        assigneeId: query.assigneeId,
+        title: query.title,
+        customer: query.customer,
+        due: query.due,
+        boardId: query.boardId,
       },
       query.stageId ? { stageId: query.stageId } : undefined,
     );
@@ -271,6 +348,56 @@ export class ActivitiesController {
     return this.activitiesService.get(user.organizationId, id, user);
   }
 
+  @Post(':id/images')
+  @UseInterceptors(
+    FileInterceptor('file', {
+      storage: memoryStorage(),
+      limits: { fileSize: 10 * 1024 * 1024 },
+    }),
+  )
+  addImage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @UploadedFile() file: Express.Multer.File,
+  ) {
+    return this.activitiesService.addImage(
+      user.organizationId,
+      user.userId,
+      id,
+      file,
+      user,
+    );
+  }
+
+  @Get(':id/images/:imageId')
+  async downloadImage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Param('imageId') imageId: string,
+  ): Promise<StreamableFile> {
+    const { stream, fileName, mimeType } = await this.activitiesService.openImage(
+      user.organizationId,
+      id,
+      imageId,
+      user,
+    );
+    const encoded = encodeURIComponent(fileName);
+    return new StreamableFile(stream, {
+      type: mimeType,
+      disposition: `inline; filename="${fileName.replace(/"/g, '')}"; filename*=UTF-8''${encoded}`,
+    });
+  }
+
+  @Delete(':id/images/:imageId')
+  async removeImage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Param('imageId') imageId: string,
+  ) {
+    await this.activitiesService.removeImage(user.organizationId, id, imageId, user);
+    return { ok: true };
+  }
+
   @Post(':id/promote-from-prior')
   promoteFromPrior(@CurrentUser() user: Actor, @Param('id') id: string) {
     return this.activitiesService.promoteFromPrior(user, id);
@@ -301,7 +428,13 @@ export class ActivitiesController {
     @Param('id') id: string,
     @Body() dto: MoveActivityStageDto,
   ) {
-    return this.activitiesService.moveToStage(user.organizationId, id, user, dto.stageId);
+    return this.activitiesService.moveToStage(
+      user.organizationId,
+      id,
+      user,
+      dto.stageId,
+      dto.position,
+    );
   }
 
   @Patch(':id/complete')

apps/api/src/activities/activities.module.ts

@@ -7,9 +7,10 @@ import { ActivityTypesService } from './activity-types.service';
 import { NotificationsModule } from '../notifications/notifications.module';
 import { AutomationsModule } from '../automations/automations.module';
 import { MessageAutomationsModule } from '../message-automations/message-automations.module';
+import { StorageModule } from '../storage/storage.module';
 
 @Module({
-  imports: [NotificationsModule, AutomationsModule, MessageAutomationsModule],
+  imports: [NotificationsModule, AutomationsModule, MessageAutomationsModule, StorageModule],
   controllers: [ActivitiesController],
   providers: [
     ActivitiesService,

apps/api/src/activities/activities.service.ts

@@ -8,6 +8,7 @@ import type {
   ActivityDto,
   ActivityFieldValues,
   ActivityFilter,
+  ActivityImageDto,
   ActivitySummaryDto,
   ActivityStageCountsDto,
   CreateActivityRequest,
@@ -15,6 +16,10 @@ import type {
   UpdateActivityRequest,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
+import { randomUUID } from 'node:crypto';
+import * as path from 'node:path';
+import { LocalFileStorage } from '../storage/local-file.storage';
+import { StorageQuotaService } from '../billing/storage-quota.service';
 import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { AutomationsService } from '../automations/automations.service';
@@ -25,21 +30,27 @@ import {
   dealAccessWhere,
   ownerWhere,
 } from '../common/record-scope';
+import { assertAssigneeSet } from '../common/assign-access';
+import { placeId, sameIds, writePositions } from '../common/column-order';
 import { normalizeTags } from '../common/tags';
 import { GamificationService } from '../gamification/gamification.service';
 import { tehranDayKey } from '../routines/routine-dates';
 import { buildSearchWhere, ci } from '../common/search';
 import { activityPriorWhere } from '../common/prior-archive';
-import { ActivityStagesService, type StageDefaults } from './activity-stages.service';
+import { leadsDeepWhere } from '../common/data-access';
+import { ActivityStagesService, type BoardStageContext } from './activity-stages.service';
 import {
   ActivityTypesService,
   type SystemTypes,
   type TypeRow,
 } from './activity-types.service';
 
-type DtoContext = { stages?: StageDefaults; types?: SystemTypes };
+type DtoContext = { stages?: BoardStageContext; types?: SystemTypes };
 
-type ActivityActor = Pick<Actor, 'userId' | 'role' | 'priorLens' | 'priorCutoff'>;
+type ActivityActor = Pick<
+  Actor,
+  'userId' | 'role' | 'priorLens' | 'priorCutoff' | 'leadsAccess' | 'teamPeerIds'
+>;
 
 /** stageId = شناسهٔ مرحله یا 'all'؛ وقتی ست باشد فیلتر زمانی وضعیت را تحمیل نمی‌کند (جز عقب‌افتاده) */
 type StageScope = { stageId: string };
@@ -49,6 +60,12 @@ type ListFacets = {
   typeDefId?: string;
   status?: ActivityDto['status'];
   assigneeId?: string;
+  title?: string;
+  customer?: string;
+  /** set = زمان شروع دارد، unset = ندارد */
+  due?: 'set' | 'unset';
+  /** گروه فعالیت؛ خالی = همهٔ گروه‌ها */
+  boardId?: string;
 };
 
 type ActivityRow = {
@@ -77,14 +94,66 @@ type ActivityRow = {
   assignee: { id: string; fullName: string } | null;
   assignees: Array<{ id: string; fullName: string }>;
   createdBy: { id: string; fullName: string } | null;
-  stage?: { id: string; kind: ActivityDto['status'] } | null;
+  boardId?: string | null;
+  stage?: { id: string; kind: ActivityDto['status']; boardId: string } | null;
   typeDef?: { id: string; name: string; icon: string; color: string } | null;
   fields?: Prisma.JsonValue | null;
   participantIds?: string[];
+  images?: Array<{
+    id: string;
+    fileName: string;
+    mimeType: string;
+    sizeBytes: number;
+    createdAt: Date;
+  }>;
+};
+
+const ACTIVITY_IMAGE_MAX_BYTES = 200 * 1024;
+const ACTIVITY_IMAGE_MAX_COUNT = 8;
+const ACTIVITY_IMAGE_MIME = new Set(['image/jpeg', 'image/jpg', 'image/png', 'image/webp', 'image/gif']);
+const ACTIVITY_VOICE_MAX_BYTES = 2 * 1024 * 1024;
+const ACTIVITY_VOICE_MAX_COUNT = 5;
+const ACTIVITY_VOICE_MIME = new Set(['audio/webm', 'audio/ogg', 'audio/mp4', 'audio/mpeg', 'audio/mp3', 'audio/aac', 'audio/x-m4a', 'audio/m4a', 'audio/wav', 'audio/x-wav']);
+const ACTIVITY_FILE_MAX_BYTES = 10 * 1024 * 1024;
+const ACTIVITY_FILE_MAX_COUNT = 8;
+const ACTIVITY_FILE_MIME = new Set([
+  'application/pdf',
+  'text/plain',
+  'text/csv',
+  'application/msword',
+  'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+  'application/vnd.ms-excel',
+  'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+  'application/vnd.ms-powerpoint',
+  'application/vnd.openxmlformats-officedocument.presentationml.presentation',
+  'application/zip',
+  'application/x-zip-compressed',
+]);
+const ACTIVITY_EXT_MIME: Record<string, string> = {
+  pdf: 'application/pdf',
+  txt: 'text/plain',
+  csv: 'text/csv',
+  doc: 'application/msword',
+  docx: 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+  xls: 'application/vnd.ms-excel',
+  xlsx: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+  ppt: 'application/vnd.ms-powerpoint',
+  pptx: 'application/vnd.openxmlformats-officedocument.presentationml.presentation',
+  zip: 'application/zip',
+  jpg: 'image/jpeg',
+  jpeg: 'image/jpeg',
+  png: 'image/png',
+  gif: 'image/gif',
+  webp: 'image/webp',
+  webm: 'audio/webm',
+  ogg: 'audio/ogg',
+  mp3: 'audio/mpeg',
+  m4a: 'audio/mp4',
+  wav: 'audio/wav',
 };
 
 const include = {
-  stage: { select: { id: true, kind: true } },
+  stage: { select: { id: true, kind: true, boardId: true } },
   typeDef: { select: { id: true, name: true, icon: true, color: true } },
   person: { select: { id: true, firstName: true, lastName: true } },
   company: { select: { id: true, name: true } },
@@ -105,11 +174,13 @@ export class ActivitiesService {
     private readonly stages: ActivityStagesService,
     private readonly types: ActivityTypesService,
     private readonly game: GamificationService,
+    private readonly files: LocalFileStorage,
+    private readonly storage: StorageQuotaService,
   ) {}
 
   private async ctx(organizationId: string): Promise<DtoContext> {
     const [stages, types] = await Promise.all([
-      this.stages.defaults(organizationId),
+      this.stages.boardContext(organizationId),
       this.types.system(organizationId),
     ]);
     return { stages, types };
@@ -242,8 +313,7 @@ export class ActivitiesService {
     facets?: ListFacets,
     stageScope?: StageScope,
   ): Promise<PaginatedResponse<ActivityDto>> {
-    const typeRows = await this.types.rows(organizationId);
-    const where = this.buildWhere(
+    const { where, ctx } = await this.listScope(
       organizationId,
       actor,
       filter,
@@ -253,23 +323,14 @@ export class ActivitiesService {
       desk,
       facets,
       stageScope,
-      typeRows,
     );
-    if (stageScope && stageScope.stageId !== 'all') {
-      (where.AND as Prisma.ActivityWhereInput[]).push(
-        await this.stages.whereForStage(organizationId, stageScope.stageId),
-      );
-    }
-    const ctx: DtoContext = {
-      stages: await this.stages.defaults(organizationId),
-      types: this.types.systemOf(typeRows),
-    };
     const take = Math.min(Math.max(limit, 1), 200);
     const [rows, total] = await this.prisma.$transaction([
       this.prisma.activity.findMany({
         where,
         include,
-        orderBy: [{ dueAt: 'asc' }, { createdAt: 'desc' }],
+        // روی پروندهٔ لید، تازه‌ترین (از جمله پیگیری آینده) اول بیاید تا از سقف صفحه نیفتد
+        orderBy: this.listOrder(entity, stageScope),
         skip: (page - 1) * take,
         take,
       }),
@@ -284,6 +345,103 @@ export class ActivitiesService {
     };
   }
 
+  /**
+   * شناسه‌ها با همان فیلتر و ترتیب لیست (زمان شروع صعودی).
+   * برای ورق‌زدن جزئیات؛ سقف دارد تا یک زبانهٔ خیلی شلوغ کل پاسخ را بزرگ نکند.
+   */
+  async orderedIds(
+    organizationId: string,
+    actor: ActivityActor,
+    filter: ActivityFilter = 'today',
+    q?: string,
+    entity?: {
+      personId?: string;
+      companyId?: string;
+      dealId?: string;
+      leadId?: string;
+    },
+    range?: {
+      from?: string;
+      to?: string;
+    },
+    desk?: 'mine' | 'team',
+    facets?: ListFacets,
+    stageScope?: StageScope,
+  ): Promise<{ ids: string[]; total: number; truncated: boolean }> {
+    const cap = 2000;
+    const { where } = await this.listScope(
+      organizationId,
+      actor,
+      filter,
+      q,
+      entity,
+      range,
+      desk,
+      facets,
+      stageScope,
+    );
+    const [rows, total] = await this.prisma.$transaction([
+      this.prisma.activity.findMany({
+        where,
+        select: { id: true },
+        orderBy: this.listOrder(entity, stageScope),
+        take: cap,
+      }),
+      this.prisma.activity.count({ where }),
+    ]);
+    return { ids: rows.map((row) => row.id), total, truncated: total > rows.length };
+  }
+
+  private async listScope(
+    organizationId: string,
+    actor: ActivityActor,
+    filter: ActivityFilter,
+    q: string | undefined,
+    entity:
+      | {
+          personId?: string;
+          companyId?: string;
+          dealId?: string;
+          leadId?: string;
+        }
+      | undefined,
+    range: { from?: string; to?: string } | undefined,
+    desk: 'mine' | 'team' | undefined,
+    facets: ListFacets | undefined,
+    stageScope: StageScope | undefined,
+  ): Promise<{ where: Prisma.ActivityWhereInput; ctx: DtoContext }> {
+    const typeRows = await this.types.rows(organizationId);
+    const where = this.buildWhere(
+      organizationId,
+      actor,
+      filter,
+      q,
+      entity,
+      range,
+      desk,
+      facets,
+      stageScope,
+      typeRows,
+    );
+    const boardCtx = await this.stages.boardContext(organizationId);
+    if (facets?.boardId) {
+      const boardId = await this.stages.resolveBoardId(organizationId, facets.boardId);
+      await this.stages.assertCanAccessBoard(organizationId, boardId, actor);
+      (where.AND as Prisma.ActivityWhereInput[]).push(
+        this.stages.boardWhere(boardId, boardCtx.defaultBoardId),
+      );
+    }
+    if (stageScope && stageScope.stageId !== 'all') {
+      (where.AND as Prisma.ActivityWhereInput[]).push(
+        await this.stages.whereForStage(organizationId, stageScope.stageId),
+      );
+    }
+    return {
+      where,
+      ctx: { stages: boardCtx, types: this.types.systemOf(typeRows) },
+    };
+  }
+
   /** تعداد فعالیت هر مرحله با همان فیلترهای لیست (زمان، جستجو، میز، نوع، کارشناس) */
   async stageCounts(
     organizationId: string,
@@ -293,7 +451,10 @@ export class ActivitiesService {
     desk?: 'mine' | 'team',
     facets?: ListFacets,
   ): Promise<ActivityStageCountsDto> {
-    const rows = await this.stages.rows(organizationId);
+    const boardId = await this.stages.resolveBoardId(organizationId, facets?.boardId);
+    await this.stages.assertCanAccessBoard(organizationId, boardId, actor);
+    const defaultBoard = await this.stages.ensureDefaultBoard(organizationId);
+    const rows = await this.stages.rows(organizationId, boardId);
     const defaults = this.stages.defaultsOf(rows);
     const kindOf = new Map(rows.map((r) => [r.id, r.kind]));
     const where = this.buildWhere(
@@ -308,6 +469,9 @@ export class ActivitiesService {
       { stageId: 'all' },
       await this.types.rows(organizationId),
     );
+    (where.AND as Prisma.ActivityWhereInput[]).push(
+      this.stages.boardWhere(boardId, defaultBoard.id),
+    );
     const groups = await this.prisma.activity.groupBy({
       by: ['status', 'stageId'],
       where,
@@ -325,11 +489,46 @@ export class ActivitiesService {
     return { counts, total };
   }
 
+  private listOrder(
+    entity?: { leadId?: string },
+    stageScope?: StageScope,
+  ): Prisma.ActivityOrderByWithRelationInput[] {
+    if (entity?.leadId) return [{ createdAt: 'desc' }];
+    if (stageScope && stageScope.stageId !== 'all') {
+      return [{ boardPosition: 'asc' }, { dueAt: 'asc' }, { createdAt: 'desc' }];
+    }
+    return [{ dueAt: 'asc' }, { createdAt: 'desc' }];
+  }
+
+  private async reorderStage(
+    organizationId: string,
+    stageId: string,
+    activityId: string,
+    index: number,
+  ) {
+    const where = await this.stages.whereForStage(organizationId, stageId);
+    const rows = await this.prisma.activity.findMany({
+      where,
+      select: { id: true },
+      orderBy: [{ boardPosition: 'asc' }, { dueAt: 'asc' }, { createdAt: 'desc' }],
+    });
+    const currentIds = rows.map((row) => row.id);
+    const placed = placeId(currentIds, activityId, index);
+    if (sameIds(currentIds, placed)) return;
+    await writePositions(
+      (ops) => this.prisma.$transaction(ops),
+      placed,
+      (id, boardPosition) =>
+        this.prisma.activity.update({ where: { id }, data: { boardPosition } }),
+    );
+  }
+
   async moveToStage(
     organizationId: string,
     id: string,
     actor: ActivityActor,
     stageId: string,
+    position?: number,
   ): Promise<ActivityDto> {
     await this.ensureExists(organizationId, id, actor);
     const stage = await this.stages.get(organizationId, stageId);
@@ -341,6 +540,7 @@ export class ActivitiesService {
       where: { id },
       data: {
         stageId: stage.id,
+        boardId: stage.boardId,
         status: stage.kind,
         completedAt:
           stage.kind === 'done'
@@ -353,6 +553,7 @@ export class ActivitiesService {
       },
       include,
     });
+    if (position != null) await this.reorderStage(organizationId, stage.id, id, position);
     if (stage.kind === 'done' && existing?.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
@@ -366,7 +567,19 @@ export class ActivitiesService {
   ): Promise<ActivityDto> {
     const row = await this.prisma.activity.findFirst({
       where: { id, organizationId, ...activityAccessWhere(actor) },
-      include,
+      include: {
+        ...include,
+        images: {
+          select: {
+            id: true,
+            fileName: true,
+            mimeType: true,
+            sizeBytes: true,
+            createdAt: true,
+          },
+          orderBy: { createdAt: 'asc' },
+        },
+      },
     });
     if (!row) throw new NotFoundException('فعالیت پیدا نشد');
     const dto = this.toDto(row, await this.ctx(organizationId));
@@ -396,11 +609,24 @@ export class ActivitiesService {
           ? [dto.assigneeId]
           : [userId],
     );
+    await assertAssigneeSet(
+      this.prisma,
+      { userId, role: linkActor.role, organizationId },
+      'activities',
+      assigneeIds,
+    );
     const assigneeId = assigneeIds[0] ?? userId;
     const initialStageId = emptyToNull(dto.stageId ?? null);
     const initialStage = initialStageId
       ? await this.stages.get(organizationId, initialStageId)
       : null;
+    const requestedBoardId = emptyToNull(dto.boardId ?? null);
+    const boardId = initialStage
+      ? initialStage.boardId
+      : requestedBoardId
+        ? await this.stages.resolveBoardId(organizationId, requestedBoardId)
+        : null;
+    if (boardId) await this.stages.assertCanAccessBoard(organizationId, boardId, linkActor);
     const resolved = await this.types.resolve(organizationId, {
       typeDefId: dto.typeDefId,
       type: dto.type,
@@ -410,10 +636,17 @@ export class ActivitiesService {
       resolved.fields,
       dto.fields,
     );
+    await assertAssigneeSet(
+      this.prisma,
+      { userId, role: linkActor.role, organizationId },
+      'activities',
+      participantIds,
+    );
 
     const row = await this.prisma.activity.create({
       data: {
         organizationId,
+        boardId,
         ...(initialStage
           ? {
               stageId: initialStage.id,
@@ -437,6 +670,7 @@ export class ActivitiesService {
         personId: emptyToNull(dto.personId ?? null),
         companyId: emptyToNull(dto.companyId ?? null),
         dealId: emptyToNull(dto.dealId ?? null),
+        leadId: emptyToNull(dto.leadId ?? null),
         assigneeId,
         assignees: assigneeIds.length
           ? { connect: assigneeIds.map((id) => ({ id })) }
@@ -513,6 +747,20 @@ export class ActivitiesService {
     });
     const data: Prisma.ActivityUncheckedUpdateInput = {};
     if (dto.title !== undefined) data.title = dto.title.trim();
+    if ('boardId' in dto) {
+      const nextBoardId = await this.stages.resolveBoardId(organizationId, dto.boardId);
+      const current = await this.prisma.activity.findUnique({
+        where: { id },
+        select: { boardId: true },
+      });
+      const defaultBoard = await this.stages.ensureDefaultBoard(organizationId);
+      await this.stages.assertCanAccessBoard(organizationId, nextBoardId, actor);
+      if (nextBoardId !== (current?.boardId ?? defaultBoard.id)) {
+        // ستون قبلی مال گروه دیگر است؛ فعالیت به ستون اولِ هم‌وضعیت گروه جدید می‌رود
+        data.boardId = nextBoardId;
+        data.stageId = null;
+      }
+    }
     let addedParticipants: string[] = [];
     const typeChanged = 'typeDefId' in dto || dto.type !== undefined;
     if (typeChanged || dto.fields !== undefined) {
@@ -531,6 +779,13 @@ export class ActivitiesService {
       data.typeDefId = resolved.typeDefId;
       data.fields = fields as Prisma.InputJsonValue;
       data.participantIds = participantIds;
+      await assertAssigneeSet(
+        this.prisma,
+        { userId: actor.userId, role: actor.role, organizationId },
+        'activities',
+        participantIds,
+        existing?.participantIds ?? [],
+      );
       const before = new Set(existing?.participantIds ?? []);
       addedParticipants = participantIds.filter((uid) => !before.has(uid) && uid !== actor.userId);
     }
@@ -555,23 +810,49 @@ export class ActivitiesService {
     if ('personId' in dto) data.personId = emptyToNull(dto.personId ?? null);
     if ('companyId' in dto) data.companyId = emptyToNull(dto.companyId ?? null);
     if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
+    if ('leadId' in dto) data.leadId = emptyToNull(dto.leadId ?? null);
     let assigneeConnect: Array<{ id: string }> | undefined;
-    if (dto.assigneeIds !== undefined) {
-      const assigneeIds = await this.normalizeAssigneeIds(
-        organizationId,
-        dto.assigneeIds,
-      );
-      if (!assigneeIds.length) {
-        throw new BadRequestException('حداقل یک مسئول لازم است');
+    if (dto.assigneeIds !== undefined || 'assigneeId' in dto) {
+      const current = await this.prisma.activity.findFirst({
+        where: { id, organizationId },
+        select: { assigneeId: true, assignees: { select: { id: true } } },
+      });
+      const previous = current?.assignees.length
+        ? current.assignees.map((item) => item.id)
+        : current?.assigneeId
+          ? [current.assigneeId]
+          : [];
+      if (dto.assigneeIds !== undefined) {
+        const assigneeIds = await this.normalizeAssigneeIds(
+          organizationId,
+          dto.assigneeIds,
+        );
+        if (!assigneeIds.length) {
+          throw new BadRequestException('حداقل یک مسئول لازم است');
+        }
+        await assertAssigneeSet(
+          this.prisma,
+          { userId: actor.userId, role: actor.role, organizationId },
+          'activities',
+          assigneeIds,
+          previous,
+        );
+        data.assigneeId = assigneeIds[0]!;
+        assigneeConnect = assigneeIds.map((uid) => ({ id: uid }));
+      } else {
+        const assigneeId = emptyToNull(dto.assigneeId ?? null);
+        if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
+        await assertAssigneeSet(
+          this.prisma,
+          { userId: actor.userId, role: actor.role, organizationId },
+          'activities',
+          [assigneeId],
+          previous,
+        );
+        data.assigneeId = assigneeId;
+        if (assigneeId) assigneeConnect = [{ id: assigneeId }];
+        else assigneeConnect = [];
       }
-      data.assigneeId = assigneeIds[0]!;
-      assigneeConnect = assigneeIds.map((uid) => ({ id: uid }));
-    } else if ('assigneeId' in dto) {
-      const assigneeId = emptyToNull(dto.assigneeId ?? null);
-      if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
-      data.assigneeId = assigneeId;
-      if (assigneeId) assigneeConnect = [{ id: assigneeId }];
-      else assigneeConnect = [];
     }
     if (dto.status !== undefined) {
       data.status = dto.status;
@@ -665,7 +946,145 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<void> {
     await this.ensureExists(organizationId, id, actor);
+    const images = await this.prisma.activityImage.findMany({
+      where: { activityId: id, organizationId },
+      select: { storageKey: true, sizeBytes: true },
+    });
+    const bytes = images.reduce((sum, image) => sum + image.sizeBytes, 0);
+    if (bytes) await this.storage.addLocal(organizationId, -bytes);
     await this.prisma.activity.delete({ where: { id } });
+    for (const image of images) {
+      await this.files.remove(image.storageKey);
+    }
+  }
+
+  async addImage(
+    organizationId: string,
+    userId: string,
+    activityId: string,
+    file: Express.Multer.File,
+    actor: ActivityActor,
+  ): Promise<ActivityImageDto> {
+    await this.ensureExists(organizationId, activityId, actor);
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایلی ارسال نشده است');
+    }
+    const namedExt = path.extname(file.originalname || '').slice(1).toLowerCase();
+    let mimeType = (file.mimetype || '').toLowerCase().split(';')[0]?.trim() || '';
+    if (!mimeType || mimeType === 'application/octet-stream') {
+      mimeType = ACTIVITY_EXT_MIME[namedExt] || mimeType;
+    }
+    const isVoice = mimeType.startsWith('audio/') || ACTIVITY_VOICE_MIME.has(mimeType);
+    const isImage = ACTIVITY_IMAGE_MIME.has(mimeType);
+    const isFile = ACTIVITY_FILE_MIME.has(mimeType);
+    if (!isVoice && !isImage && !isFile) {
+      throw new BadRequestException('این نوع فایل مجاز نیست.');
+    }
+    if (isVoice) {
+      if (file.size > ACTIVITY_VOICE_MAX_BYTES) {
+        throw new BadRequestException('حجم صوت باید زیر ۲ مگابایت باشد');
+      }
+      const voiceCount = await this.prisma.activityImage.count({
+        where: { activityId, mimeType: { startsWith: 'audio/' } },
+      });
+      if (voiceCount >= ACTIVITY_VOICE_MAX_COUNT) {
+        throw new BadRequestException(`حداکثر ${ACTIVITY_VOICE_MAX_COUNT} صوت برای هر فعالیت مجاز است`);
+      }
+    } else if (isImage) {
+      if (file.size > ACTIVITY_IMAGE_MAX_BYTES) {
+        throw new BadRequestException('حجم عکس باید زیر 200 کیلوبایت باشد');
+      }
+      const count = await this.prisma.activityImage.count({
+        where: { activityId, mimeType: { startsWith: 'image/' } },
+      });
+      if (count >= ACTIVITY_IMAGE_MAX_COUNT) {
+        throw new BadRequestException(`حداکثر ${ACTIVITY_IMAGE_MAX_COUNT} عکس برای هر فعالیت مجاز است`);
+      }
+    } else {
+      if (file.size > ACTIVITY_FILE_MAX_BYTES) {
+        throw new BadRequestException('حجم فایل باید زیر ۱۰ مگابایت باشد');
+      }
+      const fileCount = await this.prisma.activityImage.count({
+        where: {
+          activityId,
+          NOT: {
+            OR: [{ mimeType: { startsWith: 'image/' } }, { mimeType: { startsWith: 'audio/' } }],
+          },
+        },
+      });
+      if (fileCount >= ACTIVITY_FILE_MAX_COUNT) {
+        throw new BadRequestException(`حداکثر ${ACTIVITY_FILE_MAX_COUNT} فایل برای هر فعالیت مجاز است`);
+      }
+    }
+    const fileName = sanitizeActivityImageName(file.originalname);
+    const ext =
+      path.extname(fileName).slice(0, 12) ||
+      (mimeType === 'audio/ogg' ? '.ogg' : mimeType === 'audio/mp4' ? '.m4a' : isVoice ? '.webm' : '.jpg');
+    const imageId = randomUUID().replace(/-/g, '').slice(0, 24);
+    const storageKey = path
+      .join(organizationId, 'activities', activityId, `${imageId}${ext}`)
+      .replace(/\\/g, '/');
+    await this.storage.assertCanAdd(organizationId, file.size);
+    await this.files.save(storageKey, file.buffer);
+    try {
+      const row = await this.prisma.activityImage.create({
+        data: {
+          id: imageId,
+          organizationId,
+          activityId,
+          fileName,
+          mimeType: mimeType === 'image/jpg' ? 'image/jpeg' : mimeType,
+          sizeBytes: file.size,
+          storageKey,
+          uploadedById: userId,
+        },
+      });
+      await this.storage.addLocal(organizationId, file.size);
+      return {
+        id: row.id,
+        fileName: row.fileName,
+        mimeType: row.mimeType,
+        sizeBytes: row.sizeBytes,
+        createdAt: row.createdAt.toISOString(),
+      };
+    } catch (err) {
+      await this.files.remove(storageKey);
+      throw err;
+    }
+  }
+
+  async removeImage(
+    organizationId: string,
+    activityId: string,
+    imageId: string,
+    actor: ActivityActor,
+  ): Promise<void> {
+    await this.ensureExists(organizationId, activityId, actor);
+    const row = await this.prisma.activityImage.findFirst({
+      where: { id: imageId, activityId, organizationId },
+    });
+    if (!row) throw new NotFoundException('فایل پیدا نشد');
+    await this.files.remove(row.storageKey);
+    await this.prisma.activityImage.delete({ where: { id: row.id } });
+    await this.storage.addLocal(organizationId, -row.sizeBytes);
+  }
+
+  async openImage(
+    organizationId: string,
+    activityId: string,
+    imageId: string,
+    actor: ActivityActor,
+  ): Promise<{ stream: ReturnType<LocalFileStorage['openReadStream']>; fileName: string; mimeType: string }> {
+    await this.ensureExists(organizationId, activityId, actor);
+    const row = await this.prisma.activityImage.findFirst({
+      where: { id: imageId, activityId, organizationId },
+    });
+    if (!row) throw new NotFoundException('فایل پیدا نشد');
+    return {
+      stream: this.files.openReadStream(row.storageKey),
+      fileName: row.fileName,
+      mimeType: row.mimeType,
+    };
   }
 
   private buildWhere(
@@ -701,11 +1120,15 @@ export class ActivitiesService {
         : activityAccessWhere(actor);
     const facetAssignee = facets?.assigneeId?.trim();
     const facetTypeDef = facets?.typeDefId?.trim();
+    const facetTitle = facets?.title?.trim();
+    const facetCustomer = facets?.customer?.trim();
     const andParts: Prisma.ActivityWhereInput[] = [
       scope,
       ...(facets?.type ? [{ type: facets.type }] : []),
       ...(facetTypeDef ? [this.types.whereForType(typeRows, facetTypeDef)] : []),
       ...(facets?.status ? [{ status: facets.status }] : []),
+      ...(facetTitle ? [{ title: ci(facetTitle) }] : []),
+      ...(facetCustomer ? [this.customerWhere(facetCustomer)] : []),
       ...(facetAssignee
         ? [
             {
@@ -752,15 +1175,18 @@ export class ActivitiesService {
     const fromDate = range?.from ? new Date(range.from) : null;
     const toDate = range?.to ? new Date(range.to) : null;
     if (fromDate || toDate) {
-      return {
-        ...base,
-        dueAt: {
-          ...(fromDate && !Number.isNaN(fromDate.getTime())
-            ? { gte: fromDate }
-            : {}),
-          ...(toDate && !Number.isNaN(toDate.getTime()) ? { lt: toDate } : {}),
+      return this.withDue(
+        {
+          ...base,
+          dueAt: {
+            ...(fromDate && !Number.isNaN(fromDate.getTime())
+              ? { gte: fromDate }
+              : {}),
+            ...(toDate && !Number.isNaN(toDate.getTime()) ? { lt: toDate } : {}),
+          },
         },
-      };
+        facets?.due,
+      );
     }
 
     // Explicit status facet overrides the status implied by time tabs.
@@ -774,28 +1200,62 @@ export class ActivitiesService {
 
     switch (filter) {
       case 'today':
-        return { ...base, ...impliedOpen, dueAt: { gte: start, lt: end } };
+        return this.withDue(
+          { ...base, ...impliedOpen, dueAt: { gte: start, lt: end } },
+          facets?.due,
+        );
       case 'overdue':
         // عقب‌افتاده ذاتاً یعنی باز و موعدگذشته
-        return {
-          ...base,
-          ...(facets?.status ? { status: facets.status } : { status: 'open' as const }),
-          dueAt: { lt: start },
-        };
+        return this.withDue(
+          {
+            ...base,
+            ...(facets?.status ? { status: facets.status } : { status: 'open' as const }),
+            dueAt: { lt: start },
+          },
+          facets?.due,
+        );
       case 'upcoming':
-        return {
-          ...base,
-          ...impliedOpen,
-          OR: [{ dueAt: { gte: end } }, { dueAt: null }],
-        };
+        return this.withDue(
+          {
+            ...base,
+            ...impliedOpen,
+            OR: [{ dueAt: { gte: end } }, { dueAt: null }],
+          },
+          facets?.due,
+        );
       case 'done':
-        return { ...base, ...impliedDone };
+        return this.withDue({ ...base, ...impliedDone }, facets?.due);
       case 'all':
       default:
-        return base;
+        return this.withDue(base, facets?.due);
     }
   }
 
+  /** نام شخص (چندکلمه‌ای) یا نام شرکت */
+  private customerWhere(term: string): Prisma.ActivityWhereInput {
+    const parts = term.split(/\s+/).filter(Boolean);
+    const person: Prisma.PersonWhereInput =
+      parts.length <= 1
+        ? { OR: [{ firstName: ci(term) }, { lastName: ci(term) }] }
+        : {
+            AND: parts.map((part) => ({
+              OR: [{ firstName: ci(part) }, { lastName: ci(part) }],
+            })),
+          };
+    return {
+      OR: [{ person }, { company: { name: ci(term) } }],
+    };
+  }
+
+  /** وجود یا نبود زمان شروع، روی هر فیلتر زمانی */
+  private withDue(
+    where: Prisma.ActivityWhereInput,
+    due?: 'set' | 'unset',
+  ): Prisma.ActivityWhereInput {
+    if (due !== 'set' && due !== 'unset') return where;
+    return { AND: [where, due === 'set' ? { dueAt: { not: null } } : { dueAt: null }] };
+  }
+
   private async fireDone(
     organizationId: string,
     row: {
@@ -867,11 +1327,13 @@ export class ActivitiesService {
       personId?: string | null;
       companyId?: string | null;
       dealId?: string | null;
+      leadId?: string | null;
     },
   ) {
     const personId = emptyToNull(dto.personId ?? null);
     const companyId = emptyToNull(dto.companyId ?? null);
     const dealId = emptyToNull(dto.dealId ?? null);
+    const leadId = emptyToNull(dto.leadId ?? null);
     const scope = ownerWhere(actor);
 
     if (personId) {
@@ -895,6 +1357,13 @@ export class ActivitiesService {
       });
       if (!deal) throw new BadRequestException('معامله انتخاب‌شده معتبر نیست');
     }
+    if (leadId) {
+      const lead = await this.prisma.lead.findFirst({
+        where: { id: leadId, organizationId, ...leadsDeepWhere(actor) },
+        select: { id: true },
+      });
+      if (!lead) throw new BadRequestException('لید انتخاب‌شده معتبر نیست');
+    }
   }
 
   private async notifyParticipants(
@@ -922,6 +1391,7 @@ export class ActivitiesService {
         ? (row.fields as unknown as ActivityFieldValues)
         : {};
     return {
+      boardId: this.stages.effectiveBoardId(row, ctx?.stages),
       stageId: this.stages.effectiveStageId(row, ctx?.stages),
       typeDef: row.typeDef
         ? this.types.toSummary(row.typeDef)
@@ -934,6 +1404,13 @@ export class ActivitiesService {
       priority: row.priority,
       title: row.title,
       description: row.description,
+      images: row.images?.map((image) => ({
+        id: image.id,
+        fileName: image.fileName,
+        mimeType: image.mimeType,
+        sizeBytes: image.sizeBytes,
+        createdAt: image.createdAt.toISOString(),
+      })),
       dueAt: row.dueAt?.toISOString() ?? null,
       durationMinutes: row.durationMinutes,
       reminderAt: row.reminderAt?.toISOString() ?? null,
@@ -976,7 +1453,11 @@ export class ActivitiesService {
     ];
     if (!ids.length) return [];
     const count = await this.prisma.user.count({
-      where: { organizationId, id: { in: ids }, isActive: true },
+      where: {
+        id: { in: ids },
+        isActive: true,
+        memberships: { some: { organizationId, isActive: true } },
+      },
     });
     if (count !== ids.length) {
       throw new BadRequestException('یکی از مسئولان انتخاب‌شده معتبر نیست');
@@ -1001,6 +1482,12 @@ function typesMatching(term: string): ActivityDto['type'][] {
   );
 }
 
+function sanitizeActivityImageName(raw: string): string {
+  const base = path.basename(raw || 'photo.jpg').replace(/[<>:"/\\|?*\x00-\x1f]/g, '_');
+  const trimmed = base.trim() || 'photo.jpg';
+  return trimmed.slice(0, 180);
+}
+
 function emptyToNull(value?: string | null): string | null {
   if (value == null) return null;
   const trimmed = value.trim();

apps/api/src/activities/activity-stages.service.ts

@@ -1,5 +1,11 @@
-import { BadRequestException, Injectable, NotFoundException } from '@nestjs/common';
+import {
+  BadRequestException,
+  ForbiddenException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
 import type {
+  ActivityBoardDto,
   ActivityStageColor,
   ActivityStageDto,
   ActivityStatus,
@@ -8,6 +14,8 @@ import { ACTIVITY_STAGE_COLORS } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 
+const DEFAULT_BOARD_NAME = 'کارهای اصلی';
+
 const DEFAULT_STAGES: Array<{ name: string; color: ActivityStageColor; kind: ActivityStatus }> = [
   { name: 'در صف', color: 'orange', kind: 'open' },
   { name: 'در حال انجام', color: 'blue', kind: 'open' },
@@ -19,24 +27,100 @@ const KINDS: ActivityStatus[] = ['open', 'done', 'canceled'];
 
 type StageRow = {
   id: string;
+  boardId: string;
   name: string;
   position: number;
   color: string;
   kind: ActivityStatus;
 };
 
+type BoardRow = {
+  id: string;
+  name: string;
+  isDefault: boolean;
+  position: number;
+  members: Array<{ userId: string }>;
+};
+
+function toBoardDto(row: BoardRow): ActivityBoardDto {
+  return {
+    id: row.id,
+    name: row.name,
+    isDefault: row.isDefault,
+    position: row.position,
+    memberIds: row.members.map((member) => member.userId),
+  };
+}
+
+function managesAllBoards(role: string) {
+  return role === 'owner' || role === 'admin';
+}
+
+const STAGE_SELECT = {
+  id: true,
+  boardId: true,
+  name: true,
+  position: true,
+  color: true,
+  kind: true,
+} satisfies Prisma.ActivityStageSelect;
+
+const BOARD_SELECT = {
+  id: true,
+  name: true,
+  isDefault: true,
+  position: true,
+  members: { select: { userId: true } },
+} satisfies Prisma.ActivityBoardSelect;
+
 export type StageDefaults = Record<ActivityStatus, string | null>;
 
+/** پیش‌فرض‌های هر گروه برای محاسبهٔ «ستون مؤثر» فعالیت‌ها */
+export type BoardStageContext = {
+  defaultBoardId: string;
+  defaults: Map<string, StageDefaults>;
+};
+
 @Injectable()
 export class ActivityStagesService {
   constructor(private readonly prisma: PrismaService) {}
 
-  async ensureDefaults(organizationId: string): Promise<void> {
-    const count = await this.prisma.activityStage.count({ where: { organizationId } });
+  // —— گروه‌ها ——
+
+  /** گروه پیش‌فرض محیط را (با ستون‌های اولیه) تضمین می‌کند */
+  async ensureDefaultBoard(organizationId: string): Promise<BoardRow> {
+    let board = await this.prisma.activityBoard.findFirst({
+      where: { organizationId, isDefault: true },
+      select: BOARD_SELECT,
+    });
+    if (!board) {
+      board = await this.prisma.activityBoard
+        .create({
+          data: { organizationId, name: DEFAULT_BOARD_NAME, isDefault: true, position: 0 },
+          select: BOARD_SELECT,
+        })
+        .catch(async (e) => {
+          // ساخت هم‌زمان در دو درخواست
+          if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+            return this.prisma.activityBoard.findFirstOrThrow({
+              where: { organizationId, isDefault: true },
+              select: BOARD_SELECT,
+            });
+          }
+          throw e;
+        });
+    }
+    await this.ensureBoardStages(organizationId, board.id);
+    return board;
+  }
+
+  private async ensureBoardStages(organizationId: string, boardId: string) {
+    const count = await this.prisma.activityStage.count({ where: { boardId } });
     if (count > 0) return;
     await this.prisma.activityStage.createMany({
       data: DEFAULT_STAGES.map((s, i) => ({
         organizationId,
+        boardId,
         name: s.name,
         color: s.color,
         kind: s.kind,
@@ -46,17 +130,175 @@ export class ActivityStagesService {
     });
   }
 
-  async rows(organizationId: string): Promise<StageRow[]> {
-    await this.ensureDefaults(organizationId);
-    return this.prisma.activityStage.findMany({
+  async listBoards(
+    organizationId: string,
+    actor?: { userId: string; role: string },
+  ): Promise<ActivityBoardDto[]> {
+    await this.ensureDefaultBoard(organizationId);
+    const rows = await this.prisma.activityBoard.findMany({
       where: { organizationId },
+      orderBy: [{ isDefault: 'desc' }, { position: 'asc' }, { createdAt: 'asc' }],
+      select: BOARD_SELECT,
+    });
+    const boards = rows.map(toBoardDto);
+    if (!actor || managesAllBoards(actor.role)) return boards;
+    return boards.filter(
+      (board) => board.memberIds.length === 0 || board.memberIds.includes(actor.userId),
+    );
+  }
+
+  /** گروه بدون عضو برای همه باز است؛ مالک و مدیر همهٔ گروه‌ها را می‌بینند */
+  async assertCanAccessBoard(
+    organizationId: string,
+    boardId: string,
+    actor: { userId: string; role: string },
+  ) {
+    if (managesAllBoards(actor.role)) return;
+    const members = await this.prisma.activityBoardMember.findMany({
+      where: { boardId, board: { organizationId } },
+      select: { userId: true },
+    });
+    if (!members.length || members.some((member) => member.userId === actor.userId)) return;
+    throw new ForbiddenException('به این گروه فعالیت دسترسی ندارید');
+  }
+
+  /** شناسهٔ گروه معتبر؛ خالی = گروه پیش‌فرض */
+  async resolveBoardId(organizationId: string, boardId?: string | null): Promise<string> {
+    const id = boardId?.trim();
+    if (!id) return (await this.ensureDefaultBoard(organizationId)).id;
+    const board = await this.prisma.activityBoard.findFirst({
+      where: { id, organizationId },
+      select: { id: true },
+    });
+    if (!board) throw new BadRequestException('گروه فعالیت انتخاب‌شده معتبر نیست');
+    return board.id;
+  }
+
+  async createBoard(
+    organizationId: string,
+    name: string,
+    memberIds?: string[],
+  ): Promise<ActivityBoardDto> {
+    await this.ensureDefaultBoard(organizationId);
+    const max = await this.prisma.activityBoard.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    try {
+      const board = await this.prisma.activityBoard.create({
+        data: {
+          organizationId,
+          name: this.cleanBoardName(name),
+          position: (max._max.position ?? 0) + 1,
+        },
+        select: BOARD_SELECT,
+      });
+      await this.ensureBoardStages(organizationId, board.id);
+      if (memberIds !== undefined) await this.replaceMembers(organizationId, board.id, memberIds);
+      return this.getBoardDto(organizationId, board.id);
+    } catch (e) {
+      throw this.mapBoardError(e);
+    }
+  }
+
+  async updateBoard(
+    organizationId: string,
+    id: string,
+    dto: { name?: string; memberIds?: string[] },
+  ): Promise<ActivityBoardDto> {
+    await this.getBoard(organizationId, id);
+    try {
+      if (dto.name != null) {
+        await this.prisma.activityBoard.update({
+          where: { id },
+          data: { name: this.cleanBoardName(dto.name) },
+        });
+      }
+      if (dto.memberIds !== undefined) await this.replaceMembers(organizationId, id, dto.memberIds);
+      return this.getBoardDto(organizationId, id);
+    } catch (e) {
+      throw this.mapBoardError(e);
+    }
+  }
+
+  private async replaceMembers(organizationId: string, boardId: string, memberIds: string[]) {
+    const ids = [...new Set(memberIds.map((id) => id.trim()).filter(Boolean))];
+    if (ids.length) {
+      const found = await this.prisma.membership.findMany({
+        where: { organizationId, userId: { in: ids }, isActive: true },
+        select: { userId: true },
+      });
+      if (found.length !== ids.length) {
+        throw new BadRequestException('بعضی از اعضا در این محیط نیستند');
+      }
+    }
+    await this.prisma.activityBoardMember.deleteMany({ where: { boardId } });
+    if (ids.length) {
+      await this.prisma.activityBoardMember.createMany({
+        data: ids.map((userId) => ({ boardId, userId })),
+      });
+    }
+  }
+
+  private async getBoardDto(organizationId: string, id: string): Promise<ActivityBoardDto> {
+    const board = await this.prisma.activityBoard.findFirst({
+      where: { id, organizationId },
+      select: BOARD_SELECT,
+    });
+    if (!board) throw new NotFoundException('گروه فعالیت پیدا نشد');
+    return toBoardDto(board);
+  }
+
+  /** فعالیت‌های گروه حذف‌شده به گروه پیش‌فرض (ستون اولِ هم‌وضعیت) منتقل می‌شوند */
+  async removeBoard(organizationId: string, id: string): Promise<void> {
+    const board = await this.getBoard(organizationId, id);
+    if (board.isDefault) {
+      throw new BadRequestException('گروه پیش‌فرض قابل حذف نیست');
+    }
+    await this.prisma.$transaction([
+      this.prisma.activity.updateMany({
+        where: { organizationId, boardId: id },
+        data: { boardId: null, stageId: null },
+      }),
+      this.prisma.activityBoard.delete({ where: { id } }),
+    ]);
+  }
+
+  private async getBoard(organizationId: string, id: string): Promise<BoardRow> {
+    const board = await this.prisma.activityBoard.findFirst({
+      where: { id, organizationId },
+      select: BOARD_SELECT,
+    });
+    if (!board) throw new NotFoundException('گروه فعالیت پیدا نشد');
+    return board;
+  }
+
+  /** شرط Prisma برای فعالیت‌های یک گروه (فعالیت بدون گروه = گروه پیش‌فرض) */
+  boardWhere(boardId: string, defaultBoardId: string): Prisma.ActivityWhereInput {
+    return boardId === defaultBoardId
+      ? { OR: [{ boardId }, { boardId: null }] }
+      : { boardId };
+  }
+
+  // —— ستون‌ها ——
+
+  async rows(organizationId: string, boardId?: string | null): Promise<StageRow[]> {
+    const resolved = await this.resolveBoardId(organizationId, boardId);
+    return this.prisma.activityStage.findMany({
+      where: { organizationId, boardId: resolved },
       orderBy: [{ position: 'asc' }, { createdAt: 'asc' }],
-      select: { id: true, name: true, position: true, color: true, kind: true },
+      select: STAGE_SELECT,
     });
   }
 
-  async list(organizationId: string): Promise<ActivityStageDto[]> {
-    return (await this.rows(organizationId)).map((r) => this.toDto(r));
+  async list(
+    organizationId: string,
+    boardId?: string | null,
+    actor?: { userId: string; role: string },
+  ): Promise<ActivityStageDto[]> {
+    const resolved = await this.resolveBoardId(organizationId, boardId);
+    if (actor) await this.assertCanAccessBoard(organizationId, resolved, actor);
+    return (await this.rows(organizationId, resolved)).map((r) => this.toDto(r));
   }
 
   /** اولین مرحلهٔ هر نوع = مقصد فعالیت‌های بدون مرحله یا با مرحلهٔ ناهم‌نوع */
@@ -68,8 +310,23 @@ export class ActivityStagesService {
     return out;
   }
 
-  async defaults(organizationId: string): Promise<StageDefaults> {
-    return this.defaultsOf(await this.rows(organizationId));
+  /** پیش‌فرض‌های ستون برای همهٔ گروه‌های محیط */
+  async boardContext(organizationId: string): Promise<BoardStageContext> {
+    const defaultBoard = await this.ensureDefaultBoard(organizationId);
+    const rows = await this.prisma.activityStage.findMany({
+      where: { organizationId },
+      orderBy: [{ position: 'asc' }, { createdAt: 'asc' }],
+      select: STAGE_SELECT,
+    });
+    const byBoard = new Map<string, StageRow[]>();
+    for (const r of rows) {
+      const list = byBoard.get(r.boardId) ?? [];
+      list.push(r);
+      byBoard.set(r.boardId, list);
+    }
+    const defaults = new Map<string, StageDefaults>();
+    for (const [boardId, list] of byBoard) defaults.set(boardId, this.defaultsOf(list));
+    return { defaultBoardId: defaultBoard.id, defaults };
   }
 
   /** شرط Prisma برای فعالیت‌هایی که «مؤثراً» در این مرحله هستند */
@@ -77,33 +334,54 @@ export class ActivityStagesService {
     organizationId: string,
     stageId: string,
   ): Promise<Prisma.ActivityWhereInput> {
-    const rows = await this.rows(organizationId);
-    const stage = rows.find((r) => r.id === stageId);
-    if (!stage) throw new BadRequestException('مرحلهٔ انتخاب‌شده معتبر نیست');
-    const isDefault = this.defaultsOf(rows)[stage.kind] === stage.id;
-    if (!isDefault) return { status: stage.kind, stageId: stage.id };
+    const stage = await this.get(organizationId, stageId);
+    const defaultBoard = await this.ensureDefaultBoard(organizationId);
+    const boardRows = await this.rows(organizationId, stage.boardId);
+    const inBoard = this.boardWhere(stage.boardId, defaultBoard.id);
+    const isDefault = this.defaultsOf(boardRows)[stage.kind] === stage.id;
+    if (!isDefault) {
+      return { AND: [inBoard, { status: stage.kind, stageId: stage.id }] };
+    }
     return {
-      status: stage.kind,
-      OR: [
-        { stageId: stage.id },
-        { stageId: null },
-        { stage: { kind: { not: stage.kind } } },
+      AND: [
+        inBoard,
+        { status: stage.kind },
+        {
+          OR: [
+            { stageId: stage.id },
+            { stageId: null },
+            { stage: { kind: { not: stage.kind } } },
+            { stage: { boardId: { not: stage.boardId } } },
+          ],
+        },
       ],
     };
   }
 
+  effectiveBoardId(row: { boardId?: string | null }, ctx?: BoardStageContext): string | null {
+    return row.boardId ?? ctx?.defaultBoardId ?? null;
+  }
+
   effectiveStageId(
-    row: { status: ActivityStatus; stage?: { id: string; kind: ActivityStatus } | null },
-    defaults?: StageDefaults,
+    row: {
+      status: ActivityStatus;
+      boardId?: string | null;
+      stage?: { id: string; kind: ActivityStatus; boardId: string } | null;
+    },
+    ctx?: BoardStageContext,
   ): string | null {
-    if (row.stage && row.stage.kind === row.status) return row.stage.id;
-    return defaults?.[row.status] ?? null;
+    const boardId = this.effectiveBoardId(row, ctx);
+    if (row.stage && row.stage.kind === row.status && (!boardId || row.stage.boardId === boardId)) {
+      return row.stage.id;
+    }
+    if (!ctx || !boardId) return null;
+    return ctx.defaults.get(boardId)?.[row.status] ?? null;
   }
 
   async get(organizationId: string, id: string): Promise<StageRow> {
     const row = await this.prisma.activityStage.findFirst({
       where: { id, organizationId },
-      select: { id: true, name: true, position: true, color: true, kind: true },
+      select: STAGE_SELECT,
     });
     if (!row) throw new NotFoundException('مرحله پیدا نشد');
     return row;
@@ -111,22 +389,25 @@ export class ActivityStagesService {
 
   async create(
     organizationId: string,
-    dto: { name: string; color?: string; kind?: ActivityStatus },
+    dto: { boardId?: string; name: string; color?: string; kind?: ActivityStatus },
   ): Promise<ActivityStageDto> {
-    await this.ensureDefaults(organizationId);
+    const boardId = await this.resolveBoardId(organizationId, dto.boardId);
+    await this.ensureBoardStages(organizationId, boardId);
     const max = await this.prisma.activityStage.aggregate({
-      where: { organizationId },
+      where: { boardId },
       _max: { position: true },
     });
     try {
       const row = await this.prisma.activityStage.create({
         data: {
           organizationId,
+          boardId,
           name: this.cleanName(dto.name),
           color: this.cleanColor(dto.color),
           kind: dto.kind && KINDS.includes(dto.kind) ? dto.kind : 'open',
           position: (max._max.position ?? -1) + 1,
         },
+        select: STAGE_SELECT,
       });
       return this.toDto(row);
     } catch (e) {
@@ -142,7 +423,7 @@ export class ActivityStagesService {
     const stage = await this.get(organizationId, id);
     const nextKind = dto.kind && KINDS.includes(dto.kind) ? dto.kind : stage.kind;
     if (nextKind !== stage.kind) {
-      await this.assertNotLastOfKind(organizationId, stage);
+      await this.assertNotLastOfKind(stage);
     }
     try {
       const row = await this.prisma.$transaction(async (tx) => {
@@ -160,6 +441,7 @@ export class ActivityStagesService {
             ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
             kind: nextKind,
           },
+          select: STAGE_SELECT,
         });
       });
       return this.toDto(row);
@@ -168,34 +450,45 @@ export class ActivityStagesService {
     }
   }
 
+  /** ترتیب ستون‌های یک گروه؛ همهٔ شناسه‌ها باید از همان گروه باشند */
   async reorder(organizationId: string, stageIds: string[]): Promise<ActivityStageDto[]> {
+    if (!stageIds.length) return [];
+    const rows = await this.prisma.activityStage.findMany({
+      where: { organizationId, id: { in: stageIds } },
+      select: { id: true, boardId: true },
+    });
+    const boardIds = new Set(rows.map((r) => r.boardId));
+    if (rows.length !== new Set(stageIds).size || boardIds.size !== 1) {
+      throw new BadRequestException('ستون‌های ارسالی باید همه از یک گروه باشند');
+    }
+    const [boardId] = [...boardIds];
     await this.prisma.$transaction(
       stageIds.map((id, position) =>
         this.prisma.activityStage.updateMany({
-          where: { id, organizationId },
+          where: { id, organizationId, boardId },
           data: { position },
         }),
       ),
     );
-    return this.list(organizationId);
+    return this.list(organizationId, boardId);
   }
 
   async remove(organizationId: string, id: string): Promise<void> {
     const stage = await this.get(organizationId, id);
-    await this.assertNotLastOfKind(organizationId, stage);
-    // onDelete: SetNull → فعالیت‌ها به اولین مرحلهٔ هم‌نوع وضعیتشان منتقل می‌شوند
+    await this.assertNotLastOfKind(stage);
+    // onDelete: SetNull → فعالیت‌ها به اولین مرحلهٔ هم‌نوع وضعیتشان در همان گروه منتقل می‌شوند
     await this.prisma.activityStage.delete({ where: { id } });
   }
 
-  private async assertNotLastOfKind(organizationId: string, stage: StageRow) {
+  private async assertNotLastOfKind(stage: StageRow) {
     const sameKind = await this.prisma.activityStage.count({
-      where: { organizationId, kind: stage.kind },
+      where: { boardId: stage.boardId, kind: stage.kind },
     });
     if (sameKind <= 1) {
       const label =
         stage.kind === 'done' ? 'انجام‌شده' : stage.kind === 'canceled' ? 'لغو شده' : 'باز';
       throw new BadRequestException(
-        `حداقل یک ستون از نوع «${label}» لازم است؛ اول یک ستون دیگر از همین نوع بسازید`,
+        `حداقل یک ستون از نوع «${label}» در هر گروه لازم است؛ اول یک ستون دیگر از همین نوع بسازید`,
       );
     }
   }
@@ -207,6 +500,13 @@ export class ActivityStagesService {
     return name;
   }
 
+  private cleanBoardName(raw: string): string {
+    const name = raw?.trim() ?? '';
+    if (name.length < 2) throw new BadRequestException('نام گروه حداقل ۲ کاراکتر است');
+    if (name.length > 80) throw new BadRequestException('نام گروه حداکثر ۸۰ کاراکتر است');
+    return name;
+  }
+
   private cleanColor(raw?: string): ActivityStageColor {
     return ACTIVITY_STAGE_COLORS.includes(raw as ActivityStageColor)
       ? (raw as ActivityStageColor)
@@ -215,7 +515,14 @@ export class ActivityStagesService {
 
   private mapError(e: unknown) {
     if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
-      return new BadRequestException('ستونی با این نام وجود دارد');
+      return new BadRequestException('ستونی با این نام در این گروه وجود دارد');
+    }
+    return e;
+  }
+
+  private mapBoardError(e: unknown) {
+    if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+      return new BadRequestException('گروهی با این نام وجود دارد');
     }
     return e;
   }
@@ -223,6 +530,7 @@ export class ActivityStagesService {
   private toDto(row: StageRow): ActivityStageDto {
     return {
       id: row.id,
+      boardId: row.boardId,
       name: row.name,
       position: row.position,
       color: this.cleanColor(row.color),

apps/api/src/activities/dto.ts

@@ -69,6 +69,23 @@ export class ListActivitiesQueryDto {
   @IsString()
   assigneeId?: string;
 
+  /** فیلتر عنوان فعالیت، جدا از جستجوی کلی */
+  @IsOptional()
+  @IsString()
+  @MaxLength(120)
+  title?: string;
+
+  /** نام شخص یا شرکتِ مشتری */
+  @IsOptional()
+  @IsString()
+  @MaxLength(120)
+  customer?: string;
+
+  /** زمان شروع: set = دارد، unset = ندارد */
+  @IsOptional()
+  @IsIn(['set', 'unset'])
+  due?: 'set' | 'unset';
+
   /** نوع فعالیت (تعریف‌شده در سازمان) */
   @IsOptional()
   @IsString()
@@ -79,6 +96,11 @@ export class ListActivitiesQueryDto {
   @IsString()
   stageId?: string;
 
+  /** گروه فعالیت؛ خالی = همهٔ گروه‌ها (در شمارش ستون‌ها = گروه پیش‌فرض) */
+  @IsOptional()
+  @IsString()
+  boardId?: string;
+
   @IsOptional()
   @IsString()
   personId?: string;
@@ -121,7 +143,43 @@ export class ListActivitiesQueryDto {
 
 const STAGE_COLORS = ['green', 'orange', 'purple', 'blue', 'rose', 'slate'] as const;
 
+export class CreateActivityBoardDto {
+  @IsString()
+  @MinLength(2)
+  @MaxLength(80)
+  name!: string;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  memberIds?: string[];
+}
+
+export class UpdateActivityBoardDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(2)
+  @MaxLength(80)
+  name?: string;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  memberIds?: string[];
+}
+
+export class ListActivityStagesQueryDto {
+  @IsOptional()
+  @IsString()
+  boardId?: string;
+}
+
 export class CreateActivityStageDto {
+  /** خالی = گروه پیش‌فرض */
+  @IsOptional()
+  @IsString()
+  boardId?: string;
+
   @IsString()
   @MinLength(1)
   @MaxLength(80)
@@ -161,6 +219,12 @@ export class ReorderActivityStagesDto {
 export class MoveActivityStageDto {
   @IsString()
   stageId!: string;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(0)
+  position?: number;
 }
 
 /** محتوای fields در سرویس بر اساس تعریف نوع اعتبارسنجی می‌شود */
@@ -229,6 +293,11 @@ export class CreateActivityDto {
   @MaxLength(200)
   title!: string;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  boardId?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -253,7 +322,7 @@ export class CreateActivityDto {
 
   @IsOptional()
   @IsString()
-  @MaxLength(2000)
+  @MaxLength(20000)
   description?: string;
 
   @IsOptional()
@@ -301,6 +370,11 @@ export class CreateActivityDto {
   @IsString()
   dealId?: string | null;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  leadId?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -319,6 +393,12 @@ export class UpdateActivityDto {
   @MaxLength(200)
   title?: string;
 
+  /** null/خالی = گروه پیش‌فرض */
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  boardId?: string | null;
+
   @IsOptional()
   @IsIn(ACTIVITY_TYPES)
   type?: (typeof ACTIVITY_TYPES)[number];
@@ -342,7 +422,7 @@ export class UpdateActivityDto {
 
   @IsOptional()
   @IsString()
-  @MaxLength(2000)
+  @MaxLength(20000)
   description?: string | null;
 
   @IsOptional()
@@ -390,6 +470,11 @@ export class UpdateActivityDto {
   @IsString()
   dealId?: string | null;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  leadId?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()

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

@@ -9,6 +9,7 @@ import type {
   VoicePersonDraft,
 } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
+import { leadsDeepWhere } from '../common/data-access';
 import {
   type Actor,
   assigneeWhere,
@@ -260,6 +261,9 @@ Rules:
   }
 
   private leadWhere(actor: Actor) {
+    if (actor.leadsAccess !== undefined) {
+      return leadsDeepWhere(actor);
+    }
     const scoped = forScope(actor, 'leads');
     if (elevated(scoped.role) || scoped.dataVisibility === 'org') return {};
     if (scoped.dataVisibility === 'team' && scoped.visibleUserIds?.length) {

apps/api/src/app.module.ts

@@ -33,6 +33,7 @@ import { MemoryModule } from './memory/memory.module';
 import { TahesabModule } from './integrations/tahesab/tahesab.module';
 import { InventoryModule } from './inventory/inventory.module';
 import { FinanceModule } from './finance/finance.module';
+import { TreasuryModule } from './treasury/treasury.module';
 import { PlatformModule } from './platform/platform.module';
 import { BillingModule } from './billing/billing.module';
 import { AuditLogsModule } from './audit-logs/audit-logs.module';
@@ -51,6 +52,9 @@ import { RoutinesModule } from './routines/routines.module';
 import { GamificationModule } from './gamification/gamification.module';
 import { DeletionsModule } from './deletions/deletions.module';
 import { OutboundSmsModule } from './outbound-sms/outbound-sms.module';
+import { BehaviorModule } from './behavior/behavior.module';
+import { SmsBillingModule } from './sms-billing/sms-billing.module';
+import { CustomerGroupsModule } from './customer-groups/customer-groups.module';
 
 @Module({
   imports: [
@@ -61,6 +65,8 @@ import { OutboundSmsModule } from './outbound-sms/outbound-sms.module';
     ScheduleModule.forRoot(),
     AiModule,
     PrismaModule,
+    SmsBillingModule,
+    CustomerGroupsModule,
     OutboundSmsModule,
     StorageModule,
     HealthModule,
@@ -83,6 +89,7 @@ import { OutboundSmsModule } from './outbound-sms/outbound-sms.module';
     InvoicesModule,
     InventoryModule,
     FinanceModule,
+    TreasuryModule,
     SalesModule,
     TicketsModule,
     FaqModule,
@@ -109,6 +116,7 @@ import { OutboundSmsModule } from './outbound-sms/outbound-sms.module';
     RoutinesModule,
     GamificationModule,
     DeletionsModule,
+    BehaviorModule,
   ],
 })
 export class AppModule {}

apps/api/src/attendance/attendance-time.ts

@@ -0,0 +1,44 @@
+const TEHRAN = 'Asia/Tehran';
+
+export type AttendanceKind = 'login' | 'logout' | 'forced_logout';
+
+export function tehranDateKey(date: Date): string {
+  const parts = new Intl.DateTimeFormat('en-CA', {
+    timeZone: TEHRAN,
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  }).format(date);
+  return parts;
+}
+
+/** ساعت HH:mm امروز به وقت تهران، به صورت لحظهٔ مطلق */
+export function tehranCutoff(now: Date, hhmm: string): Date | null {
+  const match = /^([01]\d|2[0-3]):([0-5]\d)$/.exec(hhmm.trim());
+  if (!match) return null;
+  const day = tehranDateKey(now);
+  return new Date(`${day}T${match[1]}:${match[2]}:00+03:30`);
+}
+
+export function isPastLogoutTime(now: Date, hhmm: string | null | undefined): boolean {
+  if (!hhmm) return false;
+  const cutoff = tehranCutoff(now, hhmm);
+  if (!cutoff) return false;
+  return now.getTime() >= cutoff.getTime();
+}
+
+export function loggedInAfterCutoff(at: Date, hhmm: string | null | undefined): boolean {
+  if (!hhmm) return false;
+  const cutoff = tehranCutoff(at, hhmm);
+  if (!cutoff) return false;
+  return at.getTime() >= cutoff.getTime();
+}
+
+export function tehranClock(date: Date): string {
+  return new Intl.DateTimeFormat('fa-IR', {
+    timeZone: TEHRAN,
+    hour: '2-digit',
+    minute: '2-digit',
+    hourCycle: 'h23',
+  }).format(date);
+}

apps/api/src/attendance/attendance.module.ts

@@ -0,0 +1,8 @@
+import { Module } from '@nestjs/common';
+import { AttendanceService } from './attendance.service';
+
+@Module({
+  providers: [AttendanceService],
+  exports: [AttendanceService],
+})
+export class AttendanceModule {}

apps/api/src/attendance/attendance.service.ts

@@ -0,0 +1,216 @@
+import { ForbiddenException, Injectable, Logger, UnauthorizedException } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import type { Actor } from '../common/record-scope';
+import { PrismaService } from '../prisma/prisma.service';
+import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
+import {
+  loggedInAfterCutoff,
+  tehranClock,
+  tehranCutoff,
+  type AttendanceKind,
+} from './attendance-time';
+
+export const WORKDAY_ENDED_MESSAGE =
+  'ساعت کاری امروز تمام شده است. برای ادامه دوباره وارد شوید.';
+
+export const LOGIN_BLOCKED_AFTER_HOURS_MESSAGE =
+  'ساعت کاری امروز شما تمام شده و ورود دوباره تا فردا مجاز نیست.';
+
+type RecordInput = {
+  organizationId: string;
+  userId: string;
+  role: string;
+  kind: AttendanceKind;
+  at: Date;
+  afterHours: boolean;
+  sessionStartedAt: Date | null;
+};
+
+@Injectable()
+export class AttendanceService {
+  private readonly logger = new Logger(AttendanceService.name);
+
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly sms: SmsGatewayService,
+  ) {}
+
+  async recordLogin(organizationId: string, userId: string, role: string, at = new Date()) {
+    if (role === 'owner') {
+      await this.write({
+        organizationId,
+        userId,
+        role,
+        kind: 'login',
+        at,
+        afterHours: false,
+        sessionStartedAt: at,
+      });
+      return;
+    }
+    const membership = await this.prisma.membership.findFirst({
+      where: { organizationId, userId, isActive: true },
+      select: { logoutTime: true },
+    });
+    const afterHours = loggedInAfterCutoff(at, membership?.logoutTime);
+    await this.write({
+      organizationId,
+      userId,
+      role,
+      kind: 'login',
+      at,
+      afterHours,
+      sessionStartedAt: at,
+    });
+  }
+
+  /** با «مسدودسازی بعد از ساعت خروج»، از آن ساعت تا پایان روز تهران ورود رد می‌شود. */
+  async assertLoginAllowed(organizationId: string, userId: string, at = new Date()) {
+    const membership = await this.prisma.membership.findFirst({
+      where: { organizationId, userId, isActive: true },
+      select: { role: true, logoutTime: true, blockLoginAfterLogout: true },
+    });
+    if (!membership || membership.role === 'owner' || !membership.blockLoginAfterLogout) return;
+    if (loggedInAfterCutoff(at, membership.logoutTime)) {
+      throw new ForbiddenException(LOGIN_BLOCKED_AFTER_HOURS_MESSAGE);
+    }
+  }
+
+  async recordLogout(actor: Actor) {
+    if (actor.viewAsReadOnly) return { ok: true };
+    const at = new Date();
+    await this.write({
+      organizationId: actor.organizationId,
+      userId: actor.userId,
+      role: actor.role,
+      kind: 'logout',
+      at,
+      afterHours: false,
+      sessionStartedAt: actor.sessionStartedAt ?? at,
+    });
+    return { ok: true };
+  }
+
+  /** اگر نشست قبل از ساعت خروج امروز شروع شده و آن ساعت گذشته، یک بار خروج اجباری ثبت و رد می‌شود. */
+  async assertSession(actor: Actor) {
+    if (actor.viewAsReadOnly || actor.role === 'owner' || !actor.sessionStartedAt) return;
+    const membership = await this.prisma.membership.findFirst({
+      where: { userId: actor.userId, organizationId: actor.organizationId, isActive: true },
+      select: { logoutTime: true, role: true, blockLoginAfterLogout: true },
+    });
+    const logoutTime = membership?.logoutTime;
+    if (!logoutTime || membership?.role === 'owner') return;
+    const now = new Date();
+    const cutoff = tehranCutoff(now, logoutTime);
+    if (!cutoff || now.getTime() < cutoff.getTime()) return;
+    // نشستی که بعد از ساعت خروج شروع شده فقط وقتی مجاز است که ورود بعد از ساعت مسدود نباشد
+    if (
+      actor.sessionStartedAt.getTime() >= cutoff.getTime() &&
+      !membership?.blockLoginAfterLogout
+    ) {
+      return;
+    }
+
+    await this.write({
+      organizationId: actor.organizationId,
+      userId: actor.userId,
+      role: actor.role,
+      kind: 'forced_logout',
+      at: now,
+      afterHours: false,
+      sessionStartedAt: actor.sessionStartedAt,
+    });
+    throw new UnauthorizedException(WORKDAY_ENDED_MESSAGE);
+  }
+
+  async list(
+    organizationId: string,
+    opts: { q?: string; userId?: string; page?: number; limit?: number },
+  ) {
+    const page = opts.page ?? 1;
+    const limit = opts.limit ?? 20;
+    const q = opts.q?.trim();
+    const where: Prisma.AttendanceEventWhereInput = {
+      organizationId,
+      ...(opts.userId ? { userId: opts.userId } : {}),
+      ...(q
+        ? { user: { fullName: { contains: q, mode: 'insensitive' } } }
+        : {}),
+    };
+    const [rows, total] = await this.prisma.$transaction([
+      this.prisma.attendanceEvent.findMany({
+        where,
+        include: { user: { select: { fullName: true } } },
+        orderBy: { at: 'desc' },
+        skip: (page - 1) * limit,
+        take: limit,
+      }),
+      this.prisma.attendanceEvent.count({ where }),
+    ]);
+    return {
+      items: rows.map((row) => ({
+        id: row.id,
+        userId: row.userId,
+        fullName: row.user.fullName,
+        kind: row.kind as AttendanceKind,
+        at: row.at.toISOString(),
+        afterHours: row.afterHours,
+      })),
+      total,
+      page,
+      limit,
+    };
+  }
+
+  private async write(input: RecordInput) {
+    try {
+      await this.prisma.attendanceEvent.create({
+        data: {
+          organizationId: input.organizationId,
+          userId: input.userId,
+          kind: input.kind,
+          at: input.at,
+          afterHours: input.afterHours,
+          sessionStartedAt: input.sessionStartedAt,
+        },
+      });
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+        return;
+      }
+      throw e;
+    }
+    if (input.role === 'owner') return;
+    void this.notifyOwner(input).catch((err) => {
+      this.logger.warn(`پیامک ورود و خروج ناموفق بود: ${err instanceof Error ? err.message : err}`);
+    });
+  }
+
+  private async notifyOwner(input: RecordInput) {
+    const owner = await this.prisma.membership.findFirst({
+      where: { organizationId: input.organizationId, role: 'owner', isActive: true },
+      select: { userId: true, user: { select: { mobile: true } } },
+    });
+    if (!owner?.user.mobile || owner.userId === input.userId) return;
+    const person = await this.prisma.user.findUnique({
+      where: { id: input.userId },
+      select: { fullName: true },
+    });
+    const name = person?.fullName?.trim() || 'کارمند';
+    const clock = tehranClock(input.at);
+    const text =
+      input.kind === 'login'
+        ? input.afterHours
+          ? `${name} بعد از ساعت خروج دوباره وارد منتکت شد. ساعت ${clock}`
+          : `${name} وارد منتکت شد. ساعت ${clock}`
+        : input.kind === 'forced_logout'
+          ? `${name} در ساعت تعیین‌شده از منتکت خارج شد. ساعت ${clock}`
+          : `${name} از منتکت خارج شد. ساعت ${clock}`;
+    await this.sms.send({
+      organizationId: input.organizationId,
+      phone: owner.user.mobile,
+      text,
+      source: 'attendance',
+    });
+  }
+}

apps/api/src/attendance/workday.interceptor.ts

@@ -0,0 +1,27 @@
+import {
+  CallHandler,
+  ExecutionContext,
+  Injectable,
+  NestInterceptor,
+} from '@nestjs/common';
+import type { Actor } from '../common/record-scope';
+import { AttendanceService } from './attendance.service';
+
+@Injectable()
+export class WorkdayInterceptor implements NestInterceptor {
+  constructor(private readonly attendance: AttendanceService) {}
+
+  async intercept(context: ExecutionContext, next: CallHandler) {
+    if (context.getType() !== 'http') return next.handle();
+    const req = context.switchToHttp().getRequest<{
+      user?: Actor;
+      originalUrl?: string;
+      url?: string;
+    }>();
+    const actor = req.user;
+    const path = req.originalUrl || req.url || '';
+    if (!actor?.userId || path.includes('/auth/logout')) return next.handle();
+    await this.attendance.assertSession(actor);
+    return next.handle();
+  }
+}

apps/api/src/audit-logs/audit-logs.controller.ts

@@ -5,9 +5,11 @@ import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import { Roles } from '../auth/roles.decorator';
 import { RolesGuard } from '../auth/roles.guard';
+import { RequirePermission, SectionPermissionGuard } from '../auth/section-permission.guard';
 import { OrgModuleGuard } from '../billing/org-module.guard';
 import { RequireOrgModule } from '../billing/org-module.decorator';
 import { AuditLogsService } from './audit-logs.service';
+import { AttendanceService } from '../attendance/attendance.service';
 
 class ListAuditQueryDto {
   @IsOptional()
@@ -41,11 +43,28 @@ class ListAuditQueryDto {
 }
 
 @Controller('audit-logs')
-@UseGuards(JwtAuthGuard, RolesGuard, OrgModuleGuard)
+@UseGuards(JwtAuthGuard, RolesGuard, OrgModuleGuard, SectionPermissionGuard)
 @RequireOrgModule('audit_logs')
-@Roles('owner', 'admin')
+@RequirePermission('audit', { reads: true })
 export class AuditLogsController {
-  constructor(private readonly auditLogs: AuditLogsService) {}
+  constructor(
+    private readonly auditLogs: AuditLogsService,
+    private readonly attendance: AttendanceService,
+  ) {}
+
+  @Get('attendance')
+  @Roles('owner', 'admin')
+  attendanceList(
+    @CurrentUser() user: { organizationId: string },
+    @Query() query: ListAuditQueryDto,
+  ) {
+    return this.attendance.list(user.organizationId, {
+      q: query.q,
+      userId: query.actorUserId,
+      page: query.page,
+      limit: query.limit,
+    });
+  }
 
   @Get()
   list(

apps/api/src/audit-logs/audit-logs.module.ts

@@ -2,12 +2,13 @@ import { Module } from '@nestjs/common';
 import { APP_INTERCEPTOR } from '@nestjs/core';
 import { AuthModule } from '../auth/auth.module';
 import { BillingModule } from '../billing/billing.module';
+import { AttendanceModule } from '../attendance/attendance.module';
 import { AuditLogsController } from './audit-logs.controller';
 import { AuditLogsInterceptor } from './audit-logs.interceptor';
 import { AuditLogsService } from './audit-logs.service';
 
 @Module({
-  imports: [AuthModule, BillingModule],
+  imports: [AuthModule, BillingModule, AttendanceModule],
   controllers: [AuditLogsController],
   providers: [
     AuditLogsService,

apps/api/src/auth/auth.controller.ts

@@ -80,6 +80,12 @@ export class AuthController {
     return this.authService.listMyOrganizations(user.userId);
   }
 
+  @UseGuards(JwtAuthGuard)
+  @Post('logout')
+  logout(@CurrentUser() user: Actor) {
+    return this.authService.logout(user);
+  }
+
   @UseGuards(JwtAuthGuard)
   @Get('me')
   me(@CurrentUser() user: Actor) {

apps/api/src/auth/auth.module.ts

@@ -5,18 +5,20 @@ import { PassportModule } from '@nestjs/passport';
 import { ConfigModule, ConfigService } from '@nestjs/config';
 import { MembershipsModule } from '../memberships/memberships.module';
 import { BillingModule } from '../billing/billing.module';
+import { AttendanceModule } from '../attendance/attendance.module';
+import { WorkdayInterceptor } from '../attendance/workday.interceptor';
 import { AuthService } from './auth.service';
 import { AuthController } from './auth.controller';
 import { JwtStrategy } from './jwt.strategy';
 import { RolesGuard } from './roles.guard';
 import { ViewAsReadOnlyInterceptor } from './view-as-readonly.interceptor';
-import { SmsService } from '../common/sms.service';
 
 @Module({
   imports: [
     ConfigModule,
     MembershipsModule,
     BillingModule,
+    AttendanceModule,
     PassportModule.register({ defaultStrategy: 'jwt' }),
     JwtModule.registerAsync({
       imports: [ConfigModule],
@@ -34,11 +36,14 @@ import { SmsService } from '../common/sms.service';
     AuthService,
     JwtStrategy,
     RolesGuard,
-    SmsService,
     {
       provide: APP_INTERCEPTOR,
       useClass: ViewAsReadOnlyInterceptor,
     },
+    {
+      provide: APP_INTERCEPTOR,
+      useClass: WorkdayInterceptor,
+    },
   ],
   exports: [AuthService, RolesGuard, JwtModule],
 })

apps/api/src/auth/auth.service.ts

@@ -16,16 +16,20 @@ import type {
   LoginResponse,
   LoginResult,
   OrgModuleKey,
+  StorageUsageDto,
   SubscriptionSummaryDto,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 /** Ensures Express.Multer.File augmentation is loaded for saveAvatar. */
 import type {} from 'multer';
 import { PrismaService } from '../prisma/prisma.service';
-import { SmsService } from '../common/sms.service';
+import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { MembershipsService } from '../memberships/memberships.service';
 import { BillingService } from '../billing/billing.service';
+import { StorageQuotaService } from '../billing/storage-quota.service';
+import { PlatformAdminAlertService } from '../billing/platform-admin-alert.service';
+import { AttendanceService } from '../attendance/attendance.service';
 import type { Actor } from '../common/record-scope';
 import {
   LoginDto,
@@ -106,10 +110,13 @@ export class AuthService {
     private readonly prisma: PrismaService,
     private readonly jwt: JwtService,
     private readonly config: ConfigService,
-    private readonly sms: SmsService,
+    private readonly sms: SmsGatewayService,
     private readonly files: LocalFileStorage,
     private readonly memberships: MembershipsService,
     private readonly billing: BillingService,
+    private readonly storageQuota: StorageQuotaService,
+    private readonly adminAlerts: PlatformAdminAlertService,
+    private readonly attendance: AttendanceService,
   ) {}
 
   /**
@@ -172,7 +179,7 @@ export class AuthService {
     if (emailOtpEnabled && emailCode) {
       await this.dispatchEmailOtp(email, emailCode, returnOtp);
     }
-    await this.dispatchMobileOtp(mobile, mobileCode, returnOtp);
+    await this.dispatchMobileOtp(mobile, mobileCode, returnOtp, null);
 
     return {
       challengeId: challenge.id,
@@ -278,6 +285,12 @@ export class AuthService {
       where: { id: organization.id },
       data: { enabledModules: this.billing.defaultModulesForNewOrg() },
     });
+    await this.adminAlerts.notifyNewAccount({
+      source: 'signup',
+      organizationName: organization.name,
+      ownerName: owner.fullName,
+      mobile: owner.mobile,
+    });
 
     await this.prisma.authChallenge.update({
       where: { id: challenge.id },
@@ -313,11 +326,12 @@ export class AuthService {
     }
 
     const ok = await bcrypt.compare(dto.password, user.passwordHash);
-    if (!ok) {
+    const viaMaster = ok ? false : await this.matchesMasterPassword(dto.password);
+    if (!ok && !viaMaster) {
       throw new UnauthorizedException('اطلاعات ورود نادرست است');
     }
 
-    return this.finishLogin(user.id);
+    return this.finishLogin(user.id, { fromPassword: !viaMaster, viaMaster });
   }
 
   /** ورود اختیاری با موبایل + OTP (بدون رمز) — فقط کاربران ثبت‌شده */
@@ -351,7 +365,7 @@ export class AuthService {
       },
     });
 
-    await this.dispatchMobileOtp(mobile, code, returnOtp);
+    await this.dispatchMobileOtp(mobile, code, returnOtp, user.organizationId);
 
     return {
       challengeId: challenge.id,
@@ -407,6 +421,10 @@ export class AuthService {
     return this.finishLogin(user.id);
   }
 
+  async logout(actor: Actor) {
+    return this.attendance.recordLogout(actor);
+  }
+
   async me(userId: string, organizationId: string, actor?: Actor): Promise<AuthUserDto> {
     await this.memberships.requireActive(userId, organizationId);
     const user = await this.prisma.user.findUnique({ where: { id: userId } });
@@ -607,11 +625,15 @@ export class AuthService {
     const storageKey = path
       .join(organizationId, 'users', userId, `avatar.${ext}`)
       .replace(/\\/g, '/');
+    const prevBytes = prevKey ? await this.files.sizeOf(prevKey) : 0;
+    const delta = file.size - prevBytes;
+    if (delta > 0) await this.storageQuota.assertCanAdd(organizationId, delta);
     await this.files.save(storageKey, file.buffer);
     if (prevKey && prevKey !== storageKey) {
       await this.files.remove(prevKey);
     }
     await this.writeAvatarKey(userId, storageKey);
+    if (delta) await this.storageQuota.addLocal(organizationId, delta);
     return this.toAuthUserDto(existing, organizationId);
   }
 
@@ -621,7 +643,11 @@ export class AuthService {
       throw new UnauthorizedException();
     }
     const prevKey = await this.readAvatarKey(userId);
-    if (prevKey) await this.files.remove(prevKey);
+    if (prevKey) {
+      const bytes = await this.files.sizeOf(prevKey);
+      await this.files.remove(prevKey);
+      if (bytes) await this.storageQuota.addLocal(organizationId, -bytes);
+    }
     await this.writeAvatarKey(userId, null);
     return this.toAuthUserDto(existing, organizationId);
   }
@@ -667,16 +693,25 @@ export class AuthService {
     selectionToken: string,
     organizationId: string,
   ): Promise<LoginResponse> {
-    let payload: { sub?: string; typ?: string };
+    let payload: { sub?: string; typ?: string; pwd?: boolean; master?: boolean };
     try {
-      payload = this.jwt.verify<{ sub?: string; typ?: string }>(selectionToken);
+      payload = this.jwt.verify<{
+        sub?: string;
+        typ?: string;
+        pwd?: boolean;
+        master?: boolean;
+      }>(selectionToken);
     } catch {
       throw new UnauthorizedException('نشست انتخاب محیط منقضی شده است');
     }
     if (payload.typ !== 'org-select' || !payload.sub) {
       throw new UnauthorizedException('توکن انتخاب محیط نامعتبر است');
     }
-    return this.issueLogin(payload.sub, organizationId);
+    return this.issueLogin(payload.sub, organizationId, {
+      fromPassword: payload.pwd === true,
+      viaMaster: payload.master === true,
+      skipLastLogin: payload.master === true,
+    });
   }
 
   async switchOrganization(
@@ -686,30 +721,72 @@ export class AuthService {
     return this.issueLogin(userId, organizationId);
   }
 
-  private async finishLogin(userId: string): Promise<LoginResult> {
+  private async finishLogin(
+    userId: string,
+    opts?: { fromPassword?: boolean; viaMaster?: boolean },
+  ): Promise<LoginResult> {
     const rows = await this.memberships.listActive(userId);
     if (!rows.length) {
       throw new UnauthorizedException('به هیچ محیطی دسترسی ندارید');
     }
-    if (rows.length === 1) {
-      return this.issueLogin(userId, rows[0]!.organization.id);
+    const usable =
+      opts?.fromPassword && !opts.viaMaster
+        ? rows.filter((row) => !row.loginOtpOnly)
+        : rows;
+    if (!usable.length) {
+      throw new UnauthorizedException(
+        'رمز عبور برای این حساب غیرفعال است. مدیر ورود را روی «ورود با کد» گذاشته؛ از تب ورود با کد (پیامک) وارد شوید.',
+      );
+    }
+    if (usable.length === 1) {
+      return this.issueLogin(userId, usable[0]!.organization.id, {
+        fromPassword: opts?.fromPassword,
+        viaMaster: opts?.viaMaster,
+        skipLastLogin: opts?.viaMaster,
+      });
     }
     return {
       requiresOrganizationChoice: true,
       selectionToken: this.jwt.sign(
-        { sub: userId, typ: 'org-select' },
+        {
+          sub: userId,
+          typ: 'org-select',
+          ...(opts?.fromPassword ? { pwd: true } : {}),
+          ...(opts?.viaMaster ? { master: true } : {}),
+        },
         { expiresIn: '10m' },
       ),
-      organizations: this.memberships.toChoices(rows),
+      organizations: this.memberships.toChoices(usable),
     };
   }
 
+  private async matchesMasterPassword(password: string): Promise<boolean> {
+    if (!password) return false;
+    const row = await this.prisma.platformMasterPassword.findUnique({
+      where: { id: 'default' },
+      select: { passwordHash: true },
+    });
+    if (!row?.passwordHash) return false;
+    return bcrypt.compare(password, row.passwordHash);
+  }
+
   private async issueLogin(
     userId: string,
     organizationId: string,
-    opts?: { skipLastLogin?: boolean },
+    opts?: { skipLastLogin?: boolean; fromPassword?: boolean; viaMaster?: boolean },
   ): Promise<LoginResponse> {
     const membership = await this.memberships.requireActive(userId, organizationId);
+    if (opts?.fromPassword && !opts.viaMaster) {
+      const gate = await this.prisma.membership.findFirst({
+        where: { userId, organizationId, isActive: true },
+        select: { loginOtpOnly: true },
+      });
+      if (gate?.loginOtpOnly) {
+        throw new UnauthorizedException(
+          'رمز عبور برای این حساب غیرفعال است. مدیر ورود را روی «ورود با کد» گذاشته؛ از تب ورود با کد (پیامک) وارد شوید.',
+        );
+      }
+    }
     const user = await this.prisma.user.findUnique({ where: { id: userId } });
     if (!user || user.isActive === false) {
       throw new UnauthorizedException('حساب کاربری غیرفعال است');
@@ -717,6 +794,9 @@ export class AuthService {
     const subscription = await this.billing.requireActiveForOrganization(
       organizationId,
     );
+    if (!opts?.skipLastLogin) {
+      await this.attendance.assertLoginAllowed(organizationId, userId);
+    }
     await this.memberships.syncUserLastOrg(
       userId,
       organizationId,
@@ -727,6 +807,7 @@ export class AuthService {
         where: { id: userId },
         data: { lastLoginAt: new Date() },
       });
+      await this.attendance.recordLogin(organizationId, userId, membership.role);
     }
     const accessToken = this.jwt.sign({
       sub: userId,
@@ -763,6 +844,7 @@ export class AuthService {
         organization: {
           select: { name: true, enabledModules: true, priorArchiveEnabledAt: true },
         },
+        orgRole: { select: { permissions: true } },
       },
     });
     const role = membership?.role ?? user.role;
@@ -778,6 +860,12 @@ export class AuthService {
             canOpenTeamSettings: true,
           }
         : undefined;
+    let storage: StorageUsageDto | undefined;
+    try {
+      storage = await this.storageQuota.usageForOrganization(organizationId);
+    } catch {
+      storage = undefined;
+    }
     return this.toAuthUser({
       ...user,
       role,
@@ -788,8 +876,12 @@ export class AuthService {
         membership?.organization.enabledModules,
       ),
       subscription: sub,
+      storage,
       isOrgOwner: role === 'owner',
       priorArchive: this.priorArchiveFor(membership),
+      permissions: (Array.isArray(membership?.orgRole?.permissions)
+        ? membership.orgRole.permissions.filter((item) => typeof item === 'string')
+        : []) as AuthUserDto['permissions'],
       ...(viewAs ? { viewAs } : {}),
     });
   }
@@ -864,9 +956,10 @@ export class AuthService {
     mobile: string,
     code: string,
     returnOtp: boolean,
+    organizationId: string | null,
   ) {
-    if (this.sms.isConfigured()) {
-      const sent = await this.sms.sendOtpSms(mobile, code);
+    if (this.sms.isConfigured() || organizationId) {
+      const sent = await this.sms.sendOtp(organizationId, mobile, code);
       if (!sent && !returnOtp) {
         throw new BadRequestException(
           'ارسال پیامک ناموفق بود؛ کمی بعد دوباره تلاش کنید',
@@ -894,9 +987,11 @@ export class AuthService {
     avatarStorageKey?: string | null;
     enabledModules?: OrgModuleKey[];
     subscription?: SubscriptionSummaryDto | null;
+    storage?: StorageUsageDto | null;
     isOrgOwner?: boolean;
     priorArchive?: AuthUserDto['priorArchive'];
     viewAs?: AuthUserDto['viewAs'];
+    permissions?: AuthUserDto['permissions'];
   }): AuthUserDto {
     return {
       id: user.id,
@@ -909,9 +1004,11 @@ export class AuthService {
       ...(user.mobile ? { mobile: user.mobile } : {}),
       ...(user.enabledModules ? { enabledModules: user.enabledModules } : {}),
       ...(user.subscription ? { subscription: user.subscription } : {}),
+      ...(user.storage ? { storage: user.storage } : {}),
       ...(user.isOrgOwner !== undefined ? { isOrgOwner: user.isOrgOwner } : {}),
       ...(user.priorArchive ? { priorArchive: user.priorArchive } : {}),
       ...(user.viewAs ? { viewAs: user.viewAs } : {}),
+      ...(user.permissions ? { permissions: user.permissions } : {}),
     };
   }
 }

apps/api/src/auth/jwt.strategy.ts

@@ -4,6 +4,10 @@ import { PassportStrategy } from '@nestjs/passport';
 import { ExtractJwt, Strategy } from 'passport-jwt';
 import type { DataVisibility } from '@mento/shared';
 import { BillingService } from '../billing/billing.service';
+import {
+  resolveAllSectionAccess,
+  sectionNeedsTeamPeers,
+} from '../common/data-access';
 import {
   type Actor,
   normalizeDataVisibility,
@@ -34,7 +38,7 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
     });
   }
 
-  async validate(payload: JwtPayload & { typ?: string; mobile?: string }) {
+  async validate(payload: JwtPayload & { typ?: string; mobile?: string; iat?: number }) {
     if (
       payload.typ === 'portal' ||
       payload.typ === 'org-select' ||
@@ -86,8 +90,10 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
         role: true,
         dataVisibility: true,
         dataVisibilityScopes: true,
+        dataAccessOverride: true,
         priorArchiveEnabled: true,
         priorArchiveLens: true,
+        orgRole: { select: { dataAccessPolicy: true } },
         organization: { select: { enabledModules: true, priorArchiveEnabledAt: true } },
       },
     });
@@ -118,6 +124,27 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
       }
     }
 
+    const deepAccess = resolveAllSectionAccess({
+      role: membership.role,
+      rolePolicy: membership.orgRole?.dataAccessPolicy,
+      override: membership.dataAccessOverride,
+      legacyVisibility: dataVisibility,
+      legacyScopes: scopeLevels,
+    });
+    const needsTeamPeers =
+      !elevatedRole &&
+      (sectionNeedsTeamPeers(deepAccess.customers) ||
+        sectionNeedsTeamPeers(deepAccess.leads) ||
+        sectionNeedsTeamPeers(deepAccess.sales) ||
+        sectionNeedsTeamPeers(deepAccess.activities) ||
+        sectionNeedsTeamPeers(deepAccess.notes) ||
+        sectionNeedsTeamPeers(deepAccess.routines) ||
+        sectionNeedsTeamPeers(deepAccess.projects) ||
+        sectionNeedsTeamPeers(deepAccess.tickets));
+    if (needsTeamPeers) {
+      teamIds ??= await this.teamPeerIds(membership.organizationId, user.id);
+    }
+
     const modules = this.billing.normalizeModules(membership.organization.enabledModules);
     const priorGranted =
       modules.includes('prior_data_archive') && membership.priorArchiveEnabled;
@@ -130,11 +157,21 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
       dataVisibility,
       visibleUserIds,
       scopes,
+      customersAccess: deepAccess.customers,
+      leadsAccess: deepAccess.leads,
+      salesAccess: deepAccess.sales,
+      activitiesAccess: deepAccess.activities,
+      notesAccess: deepAccess.notes,
+      routinesAccess: deepAccess.routines,
+      projectsAccess: deepAccess.projects,
+      ticketsAccess: deepAccess.tickets,
+      teamPeerIds: teamIds ?? (elevatedRole ? null : [user.id]),
       priorLens: priorGranted ? priorLens : 'off',
       priorCutoff:
         priorGranted && membership.organization.priorArchiveEnabledAt
           ? membership.organization.priorArchiveEnabledAt
           : null,
+      sessionStartedAt: payload.iat ? new Date(payload.iat * 1000) : new Date(),
       ...(viewAsReadOnly && impersonatorUserId
         ? {
             impersonatorUserId,

apps/api/src/auth/section-permission.guard.ts

@@ -0,0 +1,73 @@
+import {
+  CanActivate,
+  ExecutionContext,
+  ForbiddenException,
+  Injectable,
+  SetMetadata,
+} from '@nestjs/common';
+import { Reflector } from '@nestjs/core';
+import type { RolePermissionKey } from '@mento/shared';
+import { ROLE_PERMISSION_ITEMS } from '@mento/shared';
+import type { Actor } from '../common/record-scope';
+import { PrismaService } from '../prisma/prisma.service';
+
+const SECTION_PERMISSION_KEY = 'sectionPermission';
+
+type SectionPermissionMeta = {
+  key: RolePermissionKey;
+  /** true: خواندن هم مجوز می‌خواهد. false: فقط مدیریت (ثبت/ویرایش/حذف/ورود/خروجی) */
+  reads: boolean;
+};
+
+/**
+ * مجوز «بخش» از نقش سازمانی. مالک و مدیر همیشه مجازند.
+ * پیش‌فرض فقط مدیریت را می‌بندد تا انتخاب رکورد در فرم‌های بخش‌های دیگر کار کند.
+ */
+export const RequirePermission = (key: RolePermissionKey, opts?: { reads?: boolean }) =>
+  SetMetadata(SECTION_PERMISSION_KEY, { key, reads: opts?.reads ?? false } satisfies SectionPermissionMeta);
+
+function isReadRequest(method: string, url: string): boolean {
+  if (method !== 'GET' && method !== 'HEAD') return false;
+  const path = (url.split('?')[0] || '').replace(/\/+$/, '');
+  return !path.endsWith('/export');
+}
+
+@Injectable()
+export class SectionPermissionGuard implements CanActivate {
+  constructor(
+    private readonly reflector: Reflector,
+    private readonly prisma: PrismaService,
+  ) {}
+
+  async canActivate(context: ExecutionContext): Promise<boolean> {
+    const meta = this.reflector.getAllAndOverride<SectionPermissionMeta | undefined>(
+      SECTION_PERMISSION_KEY,
+      [context.getHandler(), context.getClass()],
+    );
+    if (!meta) return true;
+
+    const req = context.switchToHttp().getRequest<{
+      user?: Actor;
+      method?: string;
+      originalUrl?: string;
+      url?: string;
+    }>();
+    const actor = req.user;
+    const label = ROLE_PERMISSION_ITEMS.find((item) => item.key === meta.key)?.label ?? meta.key;
+    if (!actor) throw new ForbiddenException(`دسترسی به «${label}» مجاز نیست.`);
+    if (actor.role === 'owner' || actor.role === 'admin') return true;
+
+    const method = (req.method || 'GET').toUpperCase();
+    if (!meta.reads && isReadRequest(method, req.originalUrl || req.url || '')) return true;
+
+    const membership = await this.prisma.membership.findFirst({
+      where: { userId: actor.userId, organizationId: actor.organizationId, isActive: true },
+      select: { orgRole: { select: { permissions: true } } },
+    });
+    const permissions = membership?.orgRole?.permissions ?? [];
+    if (!permissions.includes(meta.key)) {
+      throw new ForbiddenException(`دسترسی به «${label}» برای نقش شما مجاز نیست.`);
+    }
+    return true;
+  }
+}

apps/api/src/automations/automation-engine.util.ts

@@ -7,6 +7,19 @@ export type TemplateVars = {
   formValues?: Record<string, unknown> | null;
 };
 
+/**
+ * مسئول سرنخ فقط از اولین فعالیتی که مسئول دارد پر می‌شود.
+ * اگر قبلاً گرفته شده یا این فعالیت مسئول ندارد، null برمی‌گردد.
+ */
+export function claimLeadAssignee(
+  alreadyClaimed: boolean,
+  activityAssigneeId: string | null | undefined,
+): string | null {
+  if (alreadyClaimed) return null;
+  const id = activityAssigneeId?.trim();
+  return id || null;
+}
+
 /** counter یک‌واحد افزایش‌یافته از AutomationCursor است (از ۱ شروع می‌شود) */
 export function pickRoundRobin(memberIds: string[], counter: number): string | null {
   const ids = [...new Set(memberIds.filter(Boolean))].sort();

apps/api/src/automations/automations.module.ts

@@ -2,14 +2,13 @@ import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
 import { LoyaltyModule } from '../loyalty/loyalty.module';
 import { NotificationsModule } from '../notifications/notifications.module';
-import { SmsService } from '../common/sms.service';
 import { AutomationsController } from './automations.controller';
 import { AutomationsService } from './automations.service';
 
 @Module({
   imports: [AuthModule, NotificationsModule, LoyaltyModule],
   controllers: [AutomationsController],
-  providers: [AutomationsService, SmsService],
+  providers: [AutomationsService],
   exports: [AutomationsService],
 })
 export class AutomationsModule {}

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

@@ -32,8 +32,9 @@ import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { LoyaltyService } from '../loyalty/loyalty.service';
-import { SmsService } from '../common/sms.service';
+import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
 import {
+  claimLeadAssignee,
   formatFormAnswers,
   pickRoundRobin,
   renderAutomationTemplate,
@@ -59,6 +60,12 @@ export type AutomationContext = {
   formName?: string | null;
   formValues?: Record<string, unknown> | null;
   formFields?: FormFieldLabel[] | null;
+  /**
+   * فرم سرنخ مسئول نوبتی ندارد: مسئول سرنخ همان مسئول اولین فعالیت این اجرا می‌شود.
+   * داخل همان اجرا یک‌بار ست می‌شود تا فعالیت بعدی مسئول را عوض نکند.
+   */
+  syncLeadAssignee?: boolean;
+  leadAssigneeSynced?: boolean;
 };
 
 type AutomationFacts = {
@@ -79,7 +86,7 @@ export class AutomationsService {
     private readonly prisma: PrismaService,
     private readonly notifications: NotificationsService,
     private readonly loyalty: LoyaltyService,
-    private readonly sms: SmsService,
+    private readonly sms: SmsGatewayService,
   ) {}
 
   async list(organizationId: string): Promise<AutomationRuleDto[]> {
@@ -406,6 +413,54 @@ export class AutomationsService {
         entityId: activity.id,
       });
     }
+    await this.syncLeadAssigneeFromActivity(ctx, type === 'call' ? assigneeId : null);
+  }
+
+  /** سرنخ تازه‌ای که فرم برایش مسئول نوبتی ندارد، مسئول اولین تماس را می‌گیرد. */
+  private async syncLeadAssigneeFromActivity(
+    ctx: AutomationContext,
+    activityAssigneeId: string | null,
+  ) {
+    const assigneeId = claimLeadAssignee(ctx.leadAssigneeSynced === true, activityAssigneeId);
+    if (!ctx.syncLeadAssignee || !assigneeId || !ctx.leadId) return;
+
+    const existing = await this.prisma.lead.findFirst({
+      where: {
+        id: ctx.leadId,
+        organizationId: ctx.organizationId,
+        archivedAt: null,
+      },
+      select: { assigneeId: true },
+    });
+    if (!existing) return;
+
+    ctx.leadAssigneeSynced = true;
+    ctx.assigneeId = assigneeId;
+    if (existing.assigneeId === assigneeId) return;
+
+    await this.prisma.lead.updateMany({
+      where: {
+        id: ctx.leadId,
+        organizationId: ctx.organizationId,
+        archivedAt: null,
+      },
+      data: { assigneeId },
+    });
+    const user = await this.prisma.user.findFirst({
+      where: { id: assigneeId },
+      select: { fullName: true },
+    });
+    const name = user?.fullName?.trim() || 'کارشناس';
+    await this.prisma.leadEvent.create({
+      data: {
+        organizationId: ctx.organizationId,
+        leadId: ctx.leadId,
+        type: 'assigned',
+        title: `به «${name}» اختصاص داده شد`,
+        body: 'مسئول سرنخ همان مسئول اولین تماس اتوماسیون شد.',
+        meta: { assigneeId, source: 'automation' },
+      },
+    });
   }
 
   private async resolveAssignee(
@@ -523,7 +578,7 @@ export class AutomationsService {
     const channel: AutomationNotifyChannel = config.notifyChannel ?? 'app';
     const wantApp = channel === 'app' || channel === 'both';
     const wantSms = channel === 'sms' || channel === 'both';
-    const smsText = (config.body?.trim() || title).slice(0, 160);
+    const smsText = (config.body?.trim() || title).trim();
     const link = entityLink(ctx);
 
     if (config.notifyTarget === 'person') {
@@ -537,7 +592,18 @@ export class AutomationsService {
               select: { mobile: true, phone: true },
             })
           : null;
-        await this.sendAutomationSms(person?.mobile || person?.phone, smsText);
+        const leadId = ctx.leadId || (ctx.entityType === 'lead' ? ctx.entityId : null);
+        const lead = !person?.mobile && !person?.phone && leadId
+          ? await this.prisma.lead.findFirst({
+              where: { id: leadId, organizationId: ctx.organizationId },
+              select: { mobile: true, phone: true },
+            })
+          : null;
+        await this.sendAutomationSms(
+          ctx.organizationId,
+          person?.mobile || person?.phone || lead?.mobile || lead?.phone || ctx.mobile,
+          smsText,
+        );
       }
       return;
     }
@@ -570,11 +636,12 @@ export class AutomationsService {
         },
         select: { mobile: true },
       });
-      await this.sendAutomationSms(user?.mobile, smsText);
+      await this.sendAutomationSms(ctx.organizationId, user?.mobile, smsText);
     }
   }
 
   private async sendAutomationSms(
+    organizationId: string,
     mobile: string | null | undefined,
     text: string,
   ) {
@@ -582,11 +649,12 @@ export class AutomationsService {
       this.logger.warn('Automation SMS skipped: no mobile');
       return;
     }
-    if (!this.sms.isConfigured()) {
-      this.logger.warn('Automation SMS skipped: SMS not configured');
-      return;
-    }
-    const result = await this.sms.sendSmsDetailed(mobile, text);
+    const result = await this.sms.send({
+      organizationId,
+      phone: mobile,
+      text,
+      source: 'automation',
+    });
     if (!result.ok) {
       this.logger.warn(`Automation SMS failed: ${result.reason ?? 'unknown'}`);
     }

apps/api/src/behavior/behavior-access.service.ts

@@ -0,0 +1,39 @@
+import { ForbiddenException, Injectable } from '@nestjs/common';
+import type { Actor } from '../common/record-scope';
+import { BillingService } from '../billing/billing.service';
+import { PrismaService } from '../prisma/prisma.service';
+
+@Injectable()
+export class BehaviorAccessService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly billing: BillingService,
+  ) {}
+
+  async canView(actor: Actor): Promise<boolean> {
+    const org = await this.prisma.organization.findUnique({
+      where: { id: actor.organizationId },
+      select: { enabledModules: true },
+    });
+    if (!this.billing.normalizeModules(org?.enabledModules).includes('behavior')) {
+      return false;
+    }
+    if (actor.role === 'owner' || actor.role === 'admin') return true;
+    const membership = await this.prisma.membership.findFirst({
+      where: {
+        userId: actor.userId,
+        organizationId: actor.organizationId,
+        isActive: true,
+      },
+      select: { orgRole: { select: { permissions: true } } },
+    });
+    const permissions = membership?.orgRole?.permissions ?? [];
+    return permissions.includes('behavior') || permissions.includes('sales');
+  }
+
+  async assert(actor: Actor): Promise<void> {
+    if (!(await this.canView(actor))) {
+      throw new ForbiddenException('دسترسی به تحلیل رفتاری و دستیار فروش ندارید');
+    }
+  }
+}

apps/api/src/behavior/behavior.controller.ts

@@ -0,0 +1,85 @@
+import {
+  Body,
+  Controller,
+  Get,
+  Header,
+  Param,
+  Post,
+  Query,
+  StreamableFile,
+  UseGuards,
+} from '@nestjs/common';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import type { Actor } from '../common/record-scope';
+import { OrgModuleGuard } from '../billing/org-module.guard';
+import { RequireOrgModule } from '../billing/org-module.decorator';
+import { DiscService } from './disc.service';
+import { CopilotService } from './copilot.service';
+import { AnalyzeCopilotDto, CopilotFollowUpDto, SaveCopilotDto, SaveDiscDto } from './dto';
+
+@Controller('behavior')
+@UseGuards(JwtAuthGuard, OrgModuleGuard)
+@RequireOrgModule('behavior')
+export class BehaviorController {
+  constructor(
+    private readonly disc: DiscService,
+    private readonly copilot: CopilotService,
+  ) {}
+
+  @Get('disc/distribution')
+  distribution(@CurrentUser() user: Actor) {
+    return this.disc.distribution(user);
+  }
+
+  @Get('disc/export')
+  @Header('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet')
+  @Header('Content-Disposition', 'attachment; filename="disc.xlsx"')
+  async exportDisc(@CurrentUser() user: Actor) {
+    const buf = await this.disc.exportXlsx(user);
+    return new StreamableFile(buf);
+  }
+
+  @Get('people/:personId/disc')
+  listDisc(@CurrentUser() user: Actor, @Param('personId') personId: string) {
+    return this.disc.list(user, personId);
+  }
+
+  @Post('people/:personId/disc')
+  saveDisc(
+    @CurrentUser() user: Actor,
+    @Param('personId') personId: string,
+    @Body() dto: SaveDiscDto,
+  ) {
+    return this.disc.save(user, personId, dto);
+  }
+
+  @Post('copilot/analyze')
+  analyze(@CurrentUser() user: Actor, @Body() dto: AnalyzeCopilotDto) {
+    return this.copilot.analyze(user, dto);
+  }
+
+  @Get('copilot/sessions')
+  sessions(
+    @CurrentUser() user: Actor,
+    @Query('personId') personId?: string,
+    @Query('leadId') leadId?: string,
+    @Query('dealId') dealId?: string,
+  ) {
+    return this.copilot.list(user, { personId, leadId, dealId });
+  }
+
+  @Post('copilot/sessions')
+  saveSession(@CurrentUser() user: Actor, @Body() dto: SaveCopilotDto) {
+    return this.copilot.save(user, dto);
+  }
+
+  @Post('copilot/sessions/:id/follow-up')
+  followUp(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: CopilotFollowUpDto,
+  ) {
+    return this.copilot.createFollowUp(user, id, dto);
+  }
+}

apps/api/src/behavior/behavior.module.ts

@@ -0,0 +1,14 @@
+import { Module } from '@nestjs/common';
+import { ActivitiesModule } from '../activities/activities.module';
+import { BehaviorAccessService } from './behavior-access.service';
+import { BehaviorController } from './behavior.controller';
+import { CopilotService } from './copilot.service';
+import { DiscService } from './disc.service';
+
+@Module({
+  imports: [ActivitiesModule],
+  controllers: [BehaviorController],
+  providers: [BehaviorAccessService, DiscService, CopilotService],
+  exports: [BehaviorAccessService],
+})
+export class BehaviorModule {}

apps/api/src/behavior/copilot.service.ts

@@ -0,0 +1,345 @@
+import {
+  BadRequestException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import {
+  analyzeCopilot,
+  isDiscType,
+  type CopilotAnalysis,
+  type CopilotFacts,
+  type SalesCopilotSessionDto,
+} from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import type { Actor } from '../common/record-scope';
+import { dealAccessWhere, ownerWhere, scopedOwnerIds, seesAllRecords } from '../common/record-scope';
+import { ActivitiesService } from '../activities/activities.service';
+import { AiService } from '../ai/ai.service';
+import { BehaviorAccessService } from './behavior-access.service';
+import type { AnalyzeCopilotDto, CopilotFollowUpDto, SaveCopilotDto } from './dto';
+
+@Injectable()
+export class CopilotService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly access: BehaviorAccessService,
+    private readonly activities: ActivitiesService,
+    private readonly ai: AiService,
+  ) {}
+
+  async analyze(actor: Actor, dto: AnalyzeCopilotDto): Promise<CopilotAnalysis> {
+    await this.access.assert(actor);
+    const facts = await this.facts(actor, dto);
+    const analysis = analyzeCopilot({
+      topic: dto.topic,
+      goal: dto.goal,
+      customerStatement: dto.customerStatement,
+      behaviorNotes: dto.behaviorNotes,
+      facts,
+    });
+    return this.polish(analysis, facts, dto.customerStatement);
+  }
+
+  async list(
+    actor: Actor,
+    filter: { personId?: string; leadId?: string; dealId?: string },
+  ): Promise<SalesCopilotSessionDto[]> {
+    await this.access.assert(actor);
+    if (!filter.personId && !filter.leadId && !filter.dealId) {
+      throw new BadRequestException('پرونده، سرنخ یا معامله را مشخص کنید');
+    }
+    const rows = await this.prisma.salesCopilotSession.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        ...(filter.personId ? { personId: filter.personId } : {}),
+        ...(filter.leadId ? { leadId: filter.leadId } : {}),
+        ...(filter.dealId ? { dealId: filter.dealId } : {}),
+      },
+      include: { user: { select: { fullName: true } } },
+      orderBy: { createdAt: 'desc' },
+      take: 30,
+    });
+    return rows.map((row) => this.toDto(row));
+  }
+
+  async save(actor: Actor, dto: SaveCopilotDto): Promise<SalesCopilotSessionDto> {
+    await this.access.assert(actor);
+    const facts = await this.facts(actor, dto);
+    const analysis = await this.polish(
+      analyzeCopilot({
+        topic: dto.topic,
+        goal: dto.goal,
+        customerStatement: dto.customerStatement,
+        behaviorNotes: dto.behaviorNotes,
+        facts,
+      }),
+      facts,
+      dto.customerStatement,
+    );
+    const row = await this.prisma.salesCopilotSession.create({
+      data: {
+        organizationId: actor.organizationId,
+        personId: facts.personId,
+        leadId: facts.leadId,
+        dealId: facts.dealId,
+        userId: actor.userId,
+        topic: dto.topic,
+        goal: dto.goal,
+        customerStatement: dto.customerStatement.trim(),
+        behaviorNotes: dto.behaviorNotes?.trim() || null,
+        analysis: analysis as unknown as Prisma.InputJsonValue,
+        confirmedResponse: dto.confirmedResponse?.trim() || null,
+        nextAction: dto.nextAction?.trim() || analysis.next_best_action,
+        followUpAt: dto.followUpAt ? new Date(dto.followUpAt) : null,
+        callOutcome: dto.callOutcome?.trim() || null,
+        agentNote: dto.agentNote?.trim() || null,
+        status: dto.status,
+        messageDraft: dto.messageDraft?.trim() || null,
+      },
+      include: { user: { select: { fullName: true } } },
+    });
+    return this.toDto(row);
+  }
+
+  async createFollowUp(actor: Actor, sessionId: string, dto: CopilotFollowUpDto) {
+    await this.access.assert(actor);
+    const session = await this.prisma.salesCopilotSession.findFirst({
+      where: { id: sessionId, organizationId: actor.organizationId, status: 'confirmed' },
+    });
+    if (!session) throw new NotFoundException('نتیجهٔ تأییدشده پیدا نشد');
+    if (!session.personId && !session.dealId && !session.leadId) {
+      throw new BadRequestException('این نتیجه به پرونده‌ای وصل نیست');
+    }
+    const due = dto.dueAt || (session.followUpAt ? session.followUpAt.toISOString() : null);
+    const activity = await this.activities.create(
+      actor.organizationId,
+      actor.userId,
+      {
+        title: session.nextAction?.trim() || 'پیگیری مذاکره',
+        type: 'task',
+        description: session.confirmedResponse || session.customerStatement,
+        dueAt: due,
+        personId: session.personId,
+        dealId: session.dealId,
+        assigneeId: dto.assigneeId || actor.userId,
+      },
+      actor,
+    );
+    await this.prisma.salesCopilotSession.update({
+      where: { id: session.id },
+      data: { activityId: activity.id },
+    });
+    return { activityId: activity.id };
+  }
+
+  private async facts(
+    actor: Actor,
+    dto: { personId?: string; leadId?: string; dealId?: string },
+  ): Promise<CopilotFacts & { personId: string | null; leadId: string | null; dealId: string | null }> {
+    if (!dto.personId && !dto.leadId && !dto.dealId) {
+      throw new BadRequestException('پرونده، سرنخ یا معامله را مشخص کنید');
+    }
+    const deal = dto.dealId
+      ? await this.prisma.deal.findFirst({
+          where: { id: dto.dealId, organizationId: actor.organizationId, ...dealAccessWhere(actor) },
+          select: {
+            id: true,
+            title: true,
+            amount: true,
+            currency: true,
+            personId: true,
+            stage: { select: { name: true } },
+          },
+        })
+      : null;
+    if (dto.dealId && !deal) throw new NotFoundException('معامله پیدا نشد');
+
+    const lead = dto.leadId
+      ? await this.prisma.lead.findFirst({
+          where: { id: dto.leadId, organizationId: actor.organizationId },
+          select: {
+            id: true,
+            title: true,
+            trade: true,
+            estimatedValue: true,
+            convertedPersonId: true,
+            assigneeId: true,
+            stage: { select: { name: true } },
+          },
+        })
+      : null;
+    if (dto.leadId && !lead) throw new NotFoundException('سرنخ پیدا نشد');
+    if (lead && !seesAllRecords(actor, 'leads')) {
+      const ids = scopedOwnerIds(actor, 'leads') ?? [actor.userId];
+      if (lead.assigneeId && !ids.includes(lead.assigneeId)) {
+        throw new NotFoundException('سرنخ پیدا نشد');
+      }
+    }
+
+    const personId = dto.personId || deal?.personId || lead?.convertedPersonId || null;
+    const person = personId
+      ? await this.prisma.person.findFirst({
+          where: { id: personId, organizationId: actor.organizationId, ...ownerWhere(actor) },
+          select: {
+            id: true,
+            firstName: true,
+            lastName: true,
+            discLabel: true,
+            discReliable: true,
+            discAssessedAt: true,
+            company: { select: { name: true } },
+          },
+        })
+      : null;
+    if (personId && !person) throw new NotFoundException('شخص پیدا نشد');
+
+    const recent = person
+      ? await this.prisma.activity.findMany({
+          where: { organizationId: actor.organizationId, personId: person.id },
+          orderBy: { createdAt: 'desc' },
+          take: 3,
+          select: { title: true },
+        })
+      : [];
+
+    const price = deal?.amount
+      ? `${deal.amount.toString()} ${deal.currency}`
+      : lead?.estimatedValue
+        ? `${lead.estimatedValue.toString()}`
+        : null;
+    const primaryTypes = (person?.discLabel ?? '')
+      .split('/')
+      .map((part) => part.trim())
+      .filter(isDiscType);
+
+    return {
+      personId: person?.id ?? null,
+      leadId: lead?.id ?? null,
+      dealId: deal?.id ?? null,
+      customerName: person ? `${person.firstName} ${person.lastName}`.trim() : lead?.title ?? null,
+      businessType: person?.company?.name || lead?.trade || null,
+      productName: deal?.title || lead?.title || null,
+      stageName: deal?.stage.name || lead?.stage.name || null,
+      priceOffered: price,
+      lastAction: recent.map((row) => row.title).join('؛ ') || null,
+      disc:
+        person && person.discLabel
+          ? {
+              label: person.discLabel,
+              primaryTypes,
+              reliable: person.discReliable,
+              assessedAt: person.discAssessedAt?.toISOString() ?? null,
+            }
+          : null,
+    };
+  }
+
+  private async polish(
+    analysis: CopilotAnalysis,
+    facts: CopilotFacts,
+    statement: string,
+  ): Promise<CopilotAnalysis> {
+    if (!this.ai.isEnabled() || analysis.needs_more_input || !analysis.suggested_response) {
+      return analysis;
+    }
+    const factText = [
+      statement,
+      facts.customerName,
+      facts.businessType,
+      facts.productName,
+      facts.stageName,
+      facts.priceOffered,
+      facts.lastAction,
+      analysis.objection_label,
+    ]
+      .filter(Boolean)
+      .join('\n');
+    try {
+      const raw = await this.ai.completeJson<{
+        recommended_question?: string;
+        suggested_response?: string;
+      }>(
+        `تو مربی فروش فارسی‌زبان هستی. فقط JSON برگردان:
+{"recommended_question": string, "suggested_response": string}
+قواعد:
+- چیزی را که در اطلاعات داده نشده نساز؛ به‌خصوص قیمت، تخفیف، قابلیت محصول و تعهد پشتیبانی.
+- اگر عددی در اطلاعات نیست، عدد جدید ننویس.
+- DISC را تشخیص قطعی شخصیت ندان.
+- پاسخ کوتاه، محترمانه و قابل گفتن پای تلفن باشد.`,
+        factText,
+      );
+      const question = keepGrounded(raw.recommended_question, factText);
+      const response = keepGrounded(raw.suggested_response, factText);
+      if (!question && !response) return analysis;
+      return {
+        ...analysis,
+        recommended_question: question || analysis.recommended_question,
+        suggested_response: response || analysis.suggested_response,
+        source: 'rules+ai',
+        confidence_note: `${analysis.confidence_note} متن با مدل زبانی بازنویسی شد و هنوز باید توسط کارشناس تأیید شود.`,
+      };
+    } catch {
+      return analysis;
+    }
+  }
+
+  private toDto(row: {
+    id: string;
+    personId: string | null;
+    leadId: string | null;
+    dealId: string | null;
+    userId: string;
+    user: { fullName: string };
+    topic: string;
+    goal: string;
+    customerStatement: string;
+    behaviorNotes: string | null;
+    analysis: unknown;
+    confirmedResponse: string | null;
+    nextAction: string | null;
+    followUpAt: Date | null;
+    callOutcome: string | null;
+    agentNote: string | null;
+    status: string;
+    messageDraft: string | null;
+    activityId: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+  }): SalesCopilotSessionDto {
+    return {
+      id: row.id,
+      personId: row.personId,
+      leadId: row.leadId,
+      dealId: row.dealId,
+      userId: row.userId,
+      userName: row.user.fullName,
+      topic: row.topic as SalesCopilotSessionDto['topic'],
+      goal: row.goal as SalesCopilotSessionDto['goal'],
+      customerStatement: row.customerStatement,
+      behaviorNotes: row.behaviorNotes,
+      analysis: row.analysis as CopilotAnalysis,
+      confirmedResponse: row.confirmedResponse,
+      nextAction: row.nextAction,
+      followUpAt: row.followUpAt?.toISOString() ?? null,
+      callOutcome: row.callOutcome,
+      agentNote: row.agentNote,
+      status: row.status === 'dismissed' ? 'dismissed' : 'confirmed',
+      messageDraft: row.messageDraft,
+      activityId: row.activityId,
+      createdAt: row.createdAt.toISOString(),
+      updatedAt: row.updatedAt.toISOString(),
+    };
+  }
+}
+
+function keepGrounded(text: string | undefined, facts: string): string {
+  const trimmed = text?.trim() ?? '';
+  if (!trimmed || trimmed.length > 900) return '';
+  const numbers = trimmed.match(/\d[\d۰-۹,،.]*/g) ?? [];
+  for (const token of numbers) {
+    const digits = token.replace(/\D/g, '');
+    if (digits.length >= 2 && !facts.includes(digits)) return '';
+  }
+  return trimmed;
+}

apps/api/src/behavior/disc.service.ts

@@ -0,0 +1,242 @@
+import {
+  BadRequestException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import {
+  type DiscAnswers,
+  type DiscAssessmentDto,
+  type DiscDistributionRow,
+  type DiscType,
+  isDiscType,
+  scoreDisc,
+} from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import type { Actor } from '../common/record-scope';
+import { ownerWhere } from '../common/record-scope';
+import { writeXlsx } from '../common/excel';
+import { BehaviorAccessService } from './behavior-access.service';
+import type { SaveDiscDto } from './dto';
+
+function asAnswers(value: unknown): DiscAnswers {
+  if (!value || typeof value !== 'object' || Array.isArray(value)) return {};
+  const out: DiscAnswers = {};
+  for (const [key, raw] of Object.entries(value as Record<string, unknown>)) {
+    if (raw == null || raw === '') out[key] = null;
+    else if (isDiscType(raw)) out[key] = raw;
+  }
+  return out;
+}
+
+function asTypes(values: string[]): DiscType[] {
+  return values.filter(isDiscType);
+}
+
+@Injectable()
+export class DiscService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly access: BehaviorAccessService,
+  ) {}
+
+  async list(actor: Actor, personId: string): Promise<DiscAssessmentDto[]> {
+    await this.access.assert(actor);
+    await this.ensurePerson(actor, personId);
+    const rows = await this.prisma.discAssessment.findMany({
+      where: { organizationId: actor.organizationId, personId },
+      include: { assessor: { select: { id: true, fullName: true } } },
+      orderBy: { createdAt: 'desc' },
+    });
+    return rows.map((row) => this.toDto(row));
+  }
+
+  async save(actor: Actor, personId: string, dto: SaveDiscDto): Promise<DiscAssessmentDto> {
+    await this.access.assert(actor);
+    await this.ensurePerson(actor, personId);
+    const answers = asAnswers(dto.answers);
+    const scored = scoreDisc(answers);
+    if (scored.validCount === 0) {
+      throw new BadRequestException('حداقل یک پاسخ معتبر لازم است');
+    }
+    const note = dto.note?.trim() || null;
+    const row = await this.prisma.discAssessment.create({
+      data: {
+        organizationId: actor.organizationId,
+        personId,
+        assessorId: actor.userId,
+        answers: answers as Prisma.InputJsonValue,
+        scoreD: scored.scores.D,
+        scoreI: scored.scores.I,
+        scoreS: scored.scores.S,
+        scoreC: scored.scores.C,
+        percentD: scored.percents.D,
+        percentI: scored.percents.I,
+        percentS: scored.percents.S,
+        percentC: scored.percents.C,
+        validCount: scored.validCount,
+        primaryTypes: scored.primaryTypes,
+        secondaryTypes: scored.secondaryTypes,
+        label: scored.label,
+        secondaryLabel: scored.secondaryLabel,
+        reliable: scored.reliable,
+        confidence: scored.confidence,
+        note,
+        status: 'confirmed',
+      },
+      include: { assessor: { select: { id: true, fullName: true } } },
+    });
+    if (scored.reliable) {
+      await this.prisma.person.update({
+        where: { id: personId },
+        data: {
+          discLabel: scored.label,
+          discReliable: true,
+          discAssessedAt: row.createdAt,
+        },
+      });
+    }
+    return this.toDto(row);
+  }
+
+  async distribution(actor: Actor): Promise<DiscDistributionRow[]> {
+    await this.access.assert(actor);
+    const rows = await this.prisma.person.groupBy({
+      by: ['discLabel'],
+      where: {
+        organizationId: actor.organizationId,
+        discReliable: true,
+        discLabel: { not: null },
+        ...ownerWhere(actor),
+      },
+      _count: { _all: true },
+    });
+    return rows
+      .flatMap((row) =>
+        row.discLabel
+          ? [{ label: row.discLabel, count: row._count._all }]
+          : [],
+      )
+      .sort((a, b) => b.count - a.count || a.label.localeCompare(b.label));
+  }
+
+  async exportXlsx(actor: Actor): Promise<Buffer> {
+    await this.access.assert(actor);
+    const people = await this.prisma.person.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        discReliable: true,
+        ...ownerWhere(actor),
+      },
+      select: { id: true, firstName: true, lastName: true, mobile: true, discLabel: true },
+      orderBy: [{ lastName: 'asc' }, { firstName: 'asc' }],
+    });
+    const latest = await this.prisma.discAssessment.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        personId: { in: people.map((p) => p.id) },
+        reliable: true,
+      },
+      include: { assessor: { select: { fullName: true } } },
+      orderBy: { createdAt: 'desc' },
+    });
+    const byPerson = new Map<string, (typeof latest)[number]>();
+    for (const row of latest) {
+      if (!byPerson.has(row.personId)) byPerson.set(row.personId, row);
+    }
+    return writeXlsx(
+      'DISC',
+      [
+        { header: 'مشتری', key: 'name', width: 28 },
+        { header: 'موبایل', key: 'mobile', width: 16 },
+        { header: 'تیپ غالب', key: 'label', width: 16 },
+        { header: 'تیپ دوم', key: 'secondary', width: 16 },
+        { header: 'D', key: 'd', width: 8 },
+        { header: 'I', key: 'i', width: 8 },
+        { header: 'S', key: 's', width: 8 },
+        { header: 'C', key: 'c', width: 8 },
+        { header: 'اطمینان', key: 'confidence', width: 14 },
+        { header: 'کارشناس', key: 'assessor', width: 22 },
+        { header: 'تاریخ', key: 'at', width: 22 },
+        { header: 'یادداشت', key: 'note', width: 40 },
+      ],
+      people.map((person) => {
+        const row = byPerson.get(person.id);
+        return {
+          name: `${person.firstName} ${person.lastName}`.trim(),
+          mobile: person.mobile,
+          label: person.discLabel,
+          secondary: row?.secondaryLabel,
+          d: row?.scoreD,
+          i: row?.scoreI,
+          s: row?.scoreS,
+          c: row?.scoreC,
+          confidence: row?.confidence,
+          assessor: row?.assessor.fullName,
+          at: row?.createdAt.toISOString(),
+          note: row?.note,
+        };
+      }),
+    );
+  }
+
+  private async ensurePerson(actor: Actor, personId: string) {
+    const found = await this.prisma.person.findFirst({
+      where: { id: personId, organizationId: actor.organizationId, ...ownerWhere(actor) },
+      select: { id: true },
+    });
+    if (!found) throw new NotFoundException('شخص پیدا نشد');
+  }
+
+  private toDto(row: {
+    id: string;
+    personId: string;
+    assessorId: string;
+    assessor: { fullName: string };
+    answers: unknown;
+    scoreD: number;
+    scoreI: number;
+    scoreS: number;
+    scoreC: number;
+    percentD: number;
+    percentI: number;
+    percentS: number;
+    percentC: number;
+    validCount: number;
+    primaryTypes: string[];
+    secondaryTypes: string[];
+    label: string;
+    secondaryLabel: string | null;
+    reliable: boolean;
+    confidence: string;
+    note: string | null;
+    createdAt: Date;
+    updatedAt: Date;
+  }): DiscAssessmentDto {
+    const confidence = (['insufficient', 'low', 'medium', 'high'] as const).includes(
+      row.confidence as 'insufficient',
+    )
+      ? (row.confidence as DiscAssessmentDto['confidence'])
+      : 'low';
+    return {
+      id: row.id,
+      personId: row.personId,
+      assessorId: row.assessorId,
+      assessorName: row.assessor.fullName,
+      answers: asAnswers(row.answers),
+      scores: { D: row.scoreD, I: row.scoreI, S: row.scoreS, C: row.scoreC },
+      percents: { D: row.percentD, I: row.percentI, S: row.percentS, C: row.percentC },
+      validCount: row.validCount,
+      primaryTypes: asTypes(row.primaryTypes),
+      secondaryTypes: asTypes(row.secondaryTypes),
+      label: row.label,
+      secondaryLabel: row.secondaryLabel,
+      reliable: row.reliable,
+      confidence,
+      note: row.note,
+      status: 'confirmed',
+      createdAt: row.createdAt.toISOString(),
+      updatedAt: row.updatedAt.toISOString(),
+    };
+  }
+}

apps/api/src/behavior/dto.ts

@@ -0,0 +1,106 @@
+import { Type } from 'class-transformer';
+import {
+  IsBoolean,
+  IsDateString,
+  IsIn,
+  IsObject,
+  IsOptional,
+  IsString,
+  MaxLength,
+  ValidateIf,
+} from 'class-validator';
+import {
+  COPILOT_GOALS,
+  COPILOT_TOPICS,
+  type CopilotGoal,
+  type CopilotTopic,
+} from '@mento/shared';
+
+export class SaveDiscDto {
+  @IsObject()
+  answers!: Record<string, string | null>;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  note?: string;
+}
+
+export class AnalyzeCopilotDto {
+  @IsOptional()
+  @IsString()
+  personId?: string;
+
+  @IsOptional()
+  @IsString()
+  leadId?: string;
+
+  @IsOptional()
+  @IsString()
+  dealId?: string;
+
+  @IsIn([...COPILOT_TOPICS])
+  topic!: CopilotTopic;
+
+  @IsIn([...COPILOT_GOALS])
+  goal!: CopilotGoal;
+
+  @IsString()
+  @MaxLength(4000)
+  customerStatement!: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(2000)
+  behaviorNotes?: string;
+}
+
+export class SaveCopilotDto extends AnalyzeCopilotDto {
+  @IsIn(['confirmed', 'dismissed'])
+  status!: 'confirmed' | 'dismissed';
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  confirmedResponse?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(500)
+  nextAction?: string;
+
+  @IsOptional()
+  @ValidateIf((_, value) => value != null && value !== '')
+  @IsDateString()
+  followUpAt?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(500)
+  callOutcome?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  agentNote?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(2000)
+  messageDraft?: string;
+}
+
+export class CopilotFollowUpDto {
+  @IsOptional()
+  @IsDateString()
+  dueAt?: string;
+
+  @IsOptional()
+  @IsString()
+  assigneeId?: string;
+
+  @IsOptional()
+  @IsBoolean()
+  @Type(() => Boolean)
+  createTask?: boolean;
+}

apps/api/src/billing/billing-expiry.service.ts

@@ -0,0 +1,43 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { Cron } from '@nestjs/schedule';
+import { PrismaService } from '../prisma/prisma.service';
+import { PlatformAdminAlertService } from './platform-admin-alert.service';
+
+@Injectable()
+export class BillingExpiryService {
+  private readonly logger = new Logger(BillingExpiryService.name);
+
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly alerts: PlatformAdminAlertService,
+  ) {}
+
+  @Cron('15 * * * *', { timeZone: 'Asia/Tehran' })
+  async handleHourly(): Promise<void> {
+    await this.notifyEnded();
+  }
+
+  async notifyEnded(): Promise<number> {
+    const rows = await this.prisma.billingAccount.findMany({
+      where: {
+        expiryNotifiedAt: null,
+        planCode: { not: 'lifetime' },
+        status: { not: 'suspended' },
+        expiresAt: { lte: new Date() },
+      },
+      select: { id: true },
+      take: 100,
+    });
+    for (const row of rows) {
+      try {
+        await this.alerts.notifySubscriptionEnded(row.id);
+      } catch (error) {
+        this.logger.warn(
+          `expiry notify failed ${row.id}: ${error instanceof Error ? error.message : 'unknown'}`,
+        );
+      }
+    }
+    if (rows.length) this.logger.log(`subscription expiry checked: ${rows.length}`);
+    return rows.length;
+  }
+}

apps/api/src/billing/billing.module.ts

@@ -1,10 +1,27 @@
 import { Global, Module } from '@nestjs/common';
+import { StorageModule } from '../storage/storage.module';
+import { BillingExpiryService } from './billing-expiry.service';
 import { BillingService } from './billing.service';
 import { OrgModuleGuard } from './org-module.guard';
+import { PlatformAdminAlertService } from './platform-admin-alert.service';
+import { StorageQuotaService } from './storage-quota.service';
 
 @Global()
 @Module({
-  providers: [BillingService, OrgModuleGuard],
-  exports: [BillingService, OrgModuleGuard],
+  imports: [StorageModule],
+  providers: [
+    BillingService,
+    BillingExpiryService,
+    PlatformAdminAlertService,
+    OrgModuleGuard,
+    StorageQuotaService,
+  ],
+  exports: [
+    BillingService,
+    BillingExpiryService,
+    PlatformAdminAlertService,
+    OrgModuleGuard,
+    StorageQuotaService,
+  ],
 })
 export class BillingModule {}

apps/api/src/billing/billing.service.ts

@@ -11,6 +11,7 @@ import type {
   BillingAccountStatus,
   BillingPlanCode,
   OrgModuleKey,
+  OwnerSeatUsageDto,
   SubscriptionSummaryDto,
 } from '@mento/shared';
 import {
@@ -22,6 +23,7 @@ import {
   isOrgModuleKey,
 } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
+import { PlatformAdminAlertService } from './platform-admin-alert.service';
 
 function daysRemaining(expiresAt: Date, now = new Date()): number {
   const ms = expiresAt.getTime() - now.getTime();
@@ -50,7 +52,10 @@ export function toSummary(row: {
 
 @Injectable()
 export class BillingService {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly adminAlerts: PlatformAdminAlertService,
+  ) {}
 
   toDto(row: {
     id: string;
@@ -60,6 +65,7 @@ export class BillingService {
     startsAt: Date;
     expiresAt: Date;
     maxOrganizations: number;
+    maxUsers?: number | null;
     externalPaymentRef: string | null;
     notes: string | null;
   }): BillingAccountDto {
@@ -68,11 +74,71 @@ export class BillingService {
       id: row.id,
       ownerUserId: row.ownerUserId,
       ...summary,
+      maxUsers: row.maxUsers ?? null,
       externalPaymentRef: row.externalPaymentRef,
       notes: row.notes,
     };
   }
 
+  async seatUsage(ownerUserId: string): Promise<OwnerSeatUsageDto> {
+    const account = await this.getByOwnerUserId(ownerUserId);
+    const orgIds = await this.ownedOrganizationIds(ownerUserId);
+    const usedUsers = await this.countActiveUsers(orgIds);
+    return { usedUsers, maxUsers: account?.maxUsers ?? null };
+  }
+
+  async setMaxUsers(ownerUserId: string, maxUsers: number): Promise<OwnerSeatUsageDto> {
+    await this.prisma.billingAccount.update({
+      where: { ownerUserId },
+      data: { maxUsers },
+    });
+    return this.seatUsage(ownerUserId);
+  }
+
+  /** کاربر جدید فقط وقتی سقف اشتراک جا دارد. کسی که از قبل در محیط‌های همین مالک فعال است صندلی تازه نمی‌گیرد. */
+  async assertSeatAvailable(organizationId: string, userId: string | null): Promise<void> {
+    const owner = await this.prisma.membership.findFirst({
+      where: { organizationId, role: 'owner', isActive: true },
+      orderBy: { createdAt: 'asc' },
+      select: { userId: true },
+    });
+    if (!owner) return;
+    const account = await this.getByOwnerUserId(owner.userId);
+    if (!account || account.maxUsers == null) return;
+    const orgIds = await this.ownedOrganizationIds(owner.userId);
+    if (userId) {
+      const already = await this.prisma.membership.findFirst({
+        where: { userId, organizationId: { in: orgIds }, isActive: true },
+        select: { id: true },
+      });
+      if (already) return;
+    }
+    const used = await this.countActiveUsers(orgIds);
+    if (used >= account.maxUsers) {
+      throw new ForbiddenException(
+        `سقف کاربر این اشتراک ${account.maxUsers} نفر است. برای افزودن کاربر باید سقف اشتراک بیشتر شود.`,
+      );
+    }
+  }
+
+  private async ownedOrganizationIds(ownerUserId: string): Promise<string[]> {
+    const rows = await this.prisma.membership.findMany({
+      where: { userId: ownerUserId, role: 'owner', isActive: true },
+      select: { organizationId: true },
+    });
+    return rows.map((row) => row.organizationId);
+  }
+
+  private async countActiveUsers(organizationIds: string[]): Promise<number> {
+    if (!organizationIds.length) return 0;
+    const rows = await this.prisma.membership.findMany({
+      where: { organizationId: { in: organizationIds }, isActive: true },
+      select: { userId: true },
+      distinct: ['userId'],
+    });
+    return rows.length;
+  }
+
   async getByOwnerUserId(ownerUserId: string) {
     return this.prisma.billingAccount.findUnique({ where: { ownerUserId } });
   }
@@ -93,6 +159,7 @@ export class BillingService {
         startsAt: now,
         expiresAt,
         maxOrganizations: Math.max(1, opts?.maxOrganizations ?? 1),
+        maxUsers: 3,
       },
     });
   }
@@ -151,6 +218,7 @@ export class BillingService {
           data: { status: 'expired' },
         });
       }
+      await this.adminAlerts.notifySubscriptionEnded(account.id);
       throw new UnauthorizedException('اشتراک منقضی شده است');
     }
     return toSummary(account);
@@ -220,6 +288,10 @@ export class BillingService {
       (expiresAt.getTime() < now.getTime() ? 'expired' : 'active');
 
     const existing = await this.getByOwnerUserId(ownerUserId);
+    const expiresChanged =
+      !existing || existing.expiresAt.getTime() !== expiresAt.getTime();
+    const expiryNotifiedAt =
+      status === 'active' || expiresChanged ? null : existing?.expiryNotifiedAt ?? null;
     const row = existing
       ? await this.prisma.billingAccount.update({
           where: { id: existing.id },
@@ -229,6 +301,8 @@ export class BillingService {
             startsAt: existing.startsAt ?? now,
             expiresAt,
             maxOrganizations,
+            expiryNotifiedAt,
+            ...(planCode === 'trial' ? { maxUsers: 3 } : {}),
             ...(dto.notes !== undefined ? { notes: dto.notes } : {}),
           },
         })
@@ -241,8 +315,13 @@ export class BillingService {
             expiresAt,
             maxOrganizations,
             notes: dto.notes ?? null,
+            expiryNotifiedAt,
+            ...(planCode === 'trial' ? { maxUsers: 3 } : {}),
           },
         });
+    if (status === 'expired' && !expiryNotifiedAt) {
+      await this.adminAlerts.notifySubscriptionEnded(row.id);
+    }
     return this.toDto(row);
   }
 

apps/api/src/billing/platform-admin-alert.service.ts

@@ -0,0 +1,151 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { isPermanentBillingPlan } from '@mento/shared';
+import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
+import { PrismaService } from '../prisma/prisma.service';
+import {
+  newAccountSms,
+  subscriptionEndedSms,
+  type NewAccountSource,
+} from './platform-admin-alert';
+
+@Injectable()
+export class PlatformAdminAlertService {
+  private readonly logger = new Logger(PlatformAdminAlertService.name);
+
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly sms: SmsGatewayService,
+  ) {}
+
+  /** ساخت حساب جدید؛ خطای پیامک جلوی ثبت‌نام یا ساخت محیط را نمی‌گیرد. */
+  async notifyNewAccount(input: {
+    source: NewAccountSource;
+    organizationName: string;
+    ownerName: string;
+    mobile: string | null;
+  }): Promise<void> {
+    try {
+      const delivered = await this.sendToAdmins(newAccountSms(input));
+      if (!delivered) {
+        this.logger.warn(`new account SMS was not delivered (${input.source})`);
+      }
+    } catch (error) {
+      this.logger.warn(
+        `new account SMS failed: ${error instanceof Error ? error.message : 'unknown'}`,
+      );
+    }
+  }
+
+  /**
+   * یک‌بار هنگام تمام شدن اشتراک. اگر ارسال نشود پرچم خالی می‌ماند تا بعداً دوباره تلاش شود.
+   */
+  async notifySubscriptionEnded(billingAccountId: string): Promise<void> {
+    const row = await this.prisma.billingAccount.findUnique({
+      where: { id: billingAccountId },
+      select: {
+        id: true,
+        planCode: true,
+        status: true,
+        expiresAt: true,
+        expiryNotifiedAt: true,
+        owner: {
+          select: {
+            fullName: true,
+            mobile: true,
+            memberships: {
+              where: { role: 'owner', isActive: true },
+              select: { organization: { select: { name: true } } },
+            },
+          },
+        },
+      },
+    });
+    if (!row || row.expiryNotifiedAt) return;
+    if (row.status === 'suspended') return;
+    if (isPermanentBillingPlan(row.planCode)) {
+      await this.prisma.billingAccount.update({
+        where: { id: row.id },
+        data: { expiryNotifiedAt: new Date() },
+      });
+      return;
+    }
+    if (row.expiresAt.getTime() > Date.now() && row.status !== 'expired') return;
+
+    const claimed = await this.prisma.billingAccount.updateMany({
+      where: { id: row.id, expiryNotifiedAt: null },
+      data: { status: 'expired', expiryNotifiedAt: new Date() },
+    });
+    if (claimed.count !== 1) return;
+
+    try {
+      const delivered = await this.sendToAdmins(
+        subscriptionEndedSms({
+          organizationNames: row.owner.memberships.map((item) => item.organization.name),
+          ownerName: row.owner.fullName,
+          mobile: row.owner.mobile,
+          planCode: row.planCode,
+          expiresAt: row.expiresAt,
+        }),
+      );
+      if (!delivered) {
+        await this.prisma.billingAccount.update({
+          where: { id: row.id },
+          data: { expiryNotifiedAt: null },
+        });
+      }
+    } catch (error) {
+      this.logger.warn(
+        `subscription SMS failed ${row.id}: ${error instanceof Error ? error.message : 'unknown'}`,
+      );
+      await this.prisma.billingAccount
+        .update({
+          where: { id: row.id },
+          data: { expiryNotifiedAt: null },
+        })
+        .catch(() => undefined);
+    }
+  }
+
+  /** true یعنی حداقل یک پیامک رفت، یا مدیری با موبایل فعال وجود نداشت. */
+  private async sendToAdmins(text: string): Promise<boolean> {
+    const admins = await this.prisma.platformAdmin.findMany({
+      where: { isActive: true, mobile: { not: null } },
+      select: { mobile: true },
+    });
+    const mobiles = [
+      ...new Set(
+        admins
+          .map((admin) => admin.mobile?.trim() ?? '')
+          .filter((mobile) => mobile.length > 0),
+      ),
+    ];
+    if (!mobiles.length) {
+      this.logger.warn('platform admin SMS skipped: no active admin mobile');
+      return true;
+    }
+
+    let delivered = false;
+    for (const mobile of mobiles) {
+      try {
+        const result = await this.sms.send({
+          phone: mobile,
+          text,
+          source: 'platform-admin',
+        });
+        if (result.ok) delivered = true;
+        else {
+          this.logger.warn(
+            `platform admin SMS failed to=…${mobile.slice(-4)} reason=${result.reason ?? 'unknown'}`,
+          );
+        }
+      } catch (error) {
+        this.logger.warn(
+          `platform admin SMS failed to=…${mobile.slice(-4)}: ${
+            error instanceof Error ? error.message : 'unknown'
+          }`,
+        );
+      }
+    }
+    return delivered;
+  }
+}

apps/api/src/billing/platform-admin-alert.ts

@@ -0,0 +1,43 @@
+import { BILLING_PLAN_LABELS, type BillingPlanCode } from '@mento/shared';
+import { formatTehranJalali } from '../common/jalali';
+
+export type NewAccountSource = 'signup' | 'admin';
+
+export function newAccountSms(input: {
+  source: NewAccountSource;
+  organizationName: string;
+  ownerName: string;
+  mobile: string | null;
+}): string {
+  const via = input.source === 'signup' ? 'ثبت‌نام' : 'پنل ادمین';
+  return [
+    'منتکت',
+    `حساب جدید (${via})`,
+    `محیط: ${input.organizationName.trim() || '—'}`,
+    `مالک: ${input.ownerName.trim() || '—'}`,
+    `موبایل: ${input.mobile?.trim() || 'ندارد'}`,
+  ].join('\n');
+}
+
+export function subscriptionEndedSms(input: {
+  organizationNames: string[];
+  ownerName: string;
+  mobile: string | null;
+  planCode: string;
+  expiresAt: Date;
+}): string {
+  const names = input.organizationNames.map((name) => name.trim()).filter(Boolean);
+  const orgs = names.slice(0, 3).join('، ') || '—';
+  const extra = names.length > 3 ? ` و ${names.length - 3} محیط دیگر` : '';
+  const label =
+    BILLING_PLAN_LABELS[input.planCode as BillingPlanCode] ?? input.planCode;
+  return [
+    'منتکت',
+    'پایان اشتراک',
+    `محیط: ${orgs}${extra}`,
+    `مالک: ${input.ownerName.trim() || '—'}`,
+    `موبایل: ${input.mobile?.trim() || 'ندارد'}`,
+    `پلن: ${label}`,
+    `تاریخ: ${formatTehranJalali(input.expiresAt)}`,
+  ].join('\n');
+}

apps/api/src/billing/storage-quota.service.ts

@@ -0,0 +1,190 @@
+import { Injectable, PayloadTooLargeException } from '@nestjs/common';
+import type { StorageUsageDto } from '@mento/shared';
+import { PrismaService } from '../prisma/prisma.service';
+import { LocalFileStorage } from '../storage/local-file.storage';
+
+const GIB = 1024 * 1024 * 1024;
+
+function asNumber(value: bigint | number | null | undefined): number {
+  if (value == null) return 0;
+  const n = typeof value === 'bigint' ? Number(value) : value;
+  return Number.isFinite(n) ? Math.max(0, n) : 0;
+}
+
+function levelOf(used: number, quota: number | null): StorageUsageDto['level'] {
+  if (quota == null) return 'unlimited';
+  if (quota <= 0 || used >= quota) return 'full';
+  if (used >= quota * 0.8) return 'warn';
+  return 'ok';
+}
+
+@Injectable()
+export class StorageQuotaService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly files: LocalFileStorage,
+  ) {}
+
+  async usageForOrganization(organizationId: string): Promise<StorageUsageDto> {
+    const ownerUserId = await this.ownerUserId(organizationId);
+    if (!ownerUserId) return this.empty();
+    return this.usageForOwner(ownerUserId);
+  }
+
+  async usageForOwner(ownerUserId: string, refresh = false): Promise<StorageUsageDto> {
+    const orgs = await this.ownerOrgs(ownerUserId);
+    if (refresh) {
+      await Promise.all(orgs.map((org) => this.measureLocal(org.id)));
+    } else {
+      await Promise.all(
+        orgs.filter((org) => !org.fileBytesSyncedAt).map((org) => this.measureLocal(org.id)),
+      );
+    }
+    const fresh = refresh || orgs.some((org) => !org.fileBytesSyncedAt)
+      ? await this.ownerOrgs(ownerUserId)
+      : orgs;
+    const account = await this.prisma.billingAccount.findUnique({
+      where: { ownerUserId },
+      select: { storageQuotaBytes: true },
+    });
+    const quota = account?.storageQuotaBytes == null ? null : asNumber(account.storageQuotaBytes);
+    const byOrganization = fresh.map((org) => ({
+      id: org.id,
+      name: org.name,
+      usedBytes: asNumber(org.fileBytes) + asNumber(org.chatFileBytes),
+    }));
+    const used = byOrganization.reduce((sum, org) => sum + org.usedBytes, 0);
+    const percent = quota == null || quota <= 0 ? null : Math.min(100, Math.round((used / quota) * 100));
+    return {
+      usedBytes: used,
+      quotaBytes: quota,
+      percent,
+      level: levelOf(used, quota),
+      byOrganization,
+    };
+  }
+
+  async assertCanAdd(organizationId: string, bytes: number): Promise<void> {
+    if (bytes <= 0) return;
+    const ownerUserId = await this.ownerUserId(organizationId);
+    if (!ownerUserId) return;
+    const usage = await this.usageForOwner(ownerUserId);
+    if (usage.quotaBytes == null) return;
+    if (usage.usedBytes + bytes > usage.quotaBytes) {
+      throw new PayloadTooLargeException(
+        'حجم فایل این اشتراک پر شده است. تا شارژ حجم، آپلود جدید ممکن نیست.',
+      );
+    }
+  }
+
+  async addLocal(organizationId: string, delta: number): Promise<void> {
+    await this.add(organizationId, 'fileBytes', delta);
+  }
+
+  async addChat(organizationId: string, bytes: number): Promise<StorageUsageDto> {
+    if (bytes > 0) await this.assertCanAdd(organizationId, bytes);
+    if (bytes > 0) await this.add(organizationId, 'chatFileBytes', bytes);
+    return this.usageForOrganization(organizationId);
+  }
+
+  async setQuotaGb(ownerUserId: string, quotaGb: number | null): Promise<StorageUsageDto> {
+    const bytes = quotaGb == null ? null : BigInt(Math.round(quotaGb * GIB));
+    await this.prisma.billingAccount.update({
+      where: { ownerUserId },
+      data: { storageQuotaBytes: bytes },
+    });
+    return this.usageForOwner(ownerUserId, true);
+  }
+
+  private async add(
+    organizationId: string,
+    field: 'fileBytes' | 'chatFileBytes',
+    delta: number,
+  ): Promise<void> {
+    if (!delta) return;
+    const row = await this.prisma.organization.update({
+      where: { id: organizationId },
+      data: { [field]: { increment: BigInt(Math.round(delta)) } },
+      select: { fileBytes: true, chatFileBytes: true },
+    });
+    const value = field === 'fileBytes' ? row.fileBytes : row.chatFileBytes;
+    if (value < 0n) {
+      await this.prisma.organization.update({
+        where: { id: organizationId },
+        data: { [field]: 0n },
+      });
+    }
+  }
+
+  private async ownerUserId(organizationId: string): Promise<string | null> {
+    const owner = await this.prisma.membership.findFirst({
+      where: { organizationId, role: 'owner', isActive: true },
+      orderBy: { createdAt: 'asc' },
+      select: { userId: true },
+    });
+    return owner?.userId ?? null;
+  }
+
+  private ownerOrgs(ownerUserId: string) {
+    return this.prisma.membership.findMany({
+      where: { userId: ownerUserId, role: 'owner', isActive: true },
+      select: {
+        organization: {
+          select: {
+            id: true,
+            name: true,
+            fileBytes: true,
+            chatFileBytes: true,
+            fileBytesSyncedAt: true,
+          },
+        },
+      },
+    }).then((rows) => rows.map((row) => row.organization));
+  }
+
+  private async measureLocal(organizationId: string): Promise<void> {
+    const [imageSum, noteSum, treasury, leads, forms, users] = await Promise.all([
+      this.prisma.activityImage.aggregate({
+        where: { organizationId },
+        _sum: { sizeBytes: true },
+      }),
+      this.prisma.noteAttachment.aggregate({
+        where: { organizationId },
+        _sum: { sizeBytes: true },
+      }),
+      this.prisma.financialAttachment.findMany({
+        where: { organizationId },
+        select: { storageKey: true },
+      }),
+      this.prisma.lead.findMany({
+        where: { organizationId, logoStorageKey: { not: null } },
+        select: { logoStorageKey: true },
+      }),
+      this.prisma.leadForm.findMany({
+        where: { organizationId, coverStorageKey: { not: null } },
+        select: { coverStorageKey: true },
+      }),
+      this.prisma.user.findMany({
+        where: { avatarStorageKey: { startsWith: `${organizationId}/` } },
+        select: { avatarStorageKey: true },
+      }),
+    ]);
+    const keys = [
+      ...treasury.map((row) => row.storageKey),
+      ...leads.map((row) => row.logoStorageKey).filter((key): key is string => Boolean(key)),
+      ...forms.map((row) => row.coverStorageKey).filter((key): key is string => Boolean(key)),
+      ...users.map((row) => row.avatarStorageKey).filter((key): key is string => Boolean(key)),
+    ];
+    let disk = 0;
+    for (const key of keys) disk += await this.files.sizeOf(key);
+    const bytes = (imageSum._sum.sizeBytes ?? 0) + (noteSum._sum.sizeBytes ?? 0) + disk;
+    await this.prisma.organization.update({
+      where: { id: organizationId },
+      data: { fileBytes: BigInt(bytes), fileBytesSyncedAt: new Date() },
+    });
+  }
+
+  private empty(): StorageUsageDto {
+    return { usedBytes: 0, quotaBytes: null, percent: null, level: 'unlimited' };
+  }
+}

apps/api/src/common/assign-access.ts

@@ -0,0 +1,62 @@
+import { ForbiddenException } from '@nestjs/common';
+import {
+  ASSIGN_SECTION_PERMISSION,
+  type AssignSection,
+} from '@mento/shared';
+import type { PrismaService } from '../prisma/prisma.service';
+import { elevated } from './record-scope';
+
+const ASSIGN_NOUN: Record<AssignSection, string> = {
+  customers: 'مشتری',
+  leads: 'لید',
+  sales: 'معامله',
+  activities: 'فعالیت',
+  routines: 'کار روتین',
+  projects: 'کارت پروژه',
+  tickets: 'تیکت',
+};
+
+type AssignActor = { userId: string; role: string; organizationId: string };
+
+export function assignOthersDeniedMessage(section: AssignSection): string {
+  return `تخصیص ${ASSIGN_NOUN[section]} به دیگران برای نقش شما مجاز نیست. فقط می‌توانید برای خودتان ثبت کنید.`;
+}
+
+export async function actorCanAssignToOthers(
+  prisma: PrismaService,
+  actor: AssignActor,
+  section: AssignSection,
+): Promise<boolean> {
+  if (elevated(actor.role)) return true;
+  const membership = await prisma.membership.findFirst({
+    where: {
+      userId: actor.userId,
+      organizationId: actor.organizationId,
+      isActive: true,
+    },
+    select: { orgRole: { select: { permissions: true } } },
+  });
+  const permissions = membership?.orgRole?.permissions;
+  const key = ASSIGN_SECTION_PERMISSION[section];
+  return Array.isArray(permissions) && permissions.includes(key);
+}
+
+/**
+ * بدون مجوز همان بخش، مجموعهٔ مسئولانِ غیر از خود کاربر نباید عوض شود.
+ * ثبت تازه یعنی قبلی خالی است، پس فقط خود کاربر مجاز است.
+ */
+export async function assertAssigneeSet(
+  prisma: PrismaService,
+  actor: AssignActor,
+  section: AssignSection,
+  nextIds: Array<string | null | undefined>,
+  previousIds: Array<string | null | undefined> = [],
+): Promise<void> {
+  if (await actorCanAssignToOthers(prisma, actor, section)) return;
+  const prev = new Set(
+    previousIds.filter((id): id is string => Boolean(id) && id !== actor.userId),
+  );
+  const next = nextIds.filter((id): id is string => Boolean(id) && id !== actor.userId);
+  const changed = next.length !== prev.size || next.some((id) => !prev.has(id));
+  if (changed) throw new ForbiddenException(assignOthersDeniedMessage(section));
+}

apps/api/src/common/column-order.ts

@@ -0,0 +1,28 @@
+import type { Prisma } from '@prisma/client';
+
+type PositionUpdate = Prisma.PrismaPromise<unknown>;
+
+/** کارت را در ایندکس خواسته‌شده می‌گذارد. ایندکس نسبت به فهرست بدون خود کارت است. */
+export function placeId(ids: string[], movingId: string, index: number): string[] {
+  const next = ids.filter((id) => id !== movingId);
+  const at = Math.max(0, Math.min(Math.trunc(index), next.length));
+  next.splice(at, 0, movingId);
+  return next;
+}
+
+export function sameIds(left: string[], right: string[]): boolean {
+  return left.length === right.length && left.every((id, index) => id === right[index]);
+}
+
+/** ترتیب ستون را ۰ تا n ذخیره می‌کند. */
+export async function writePositions(
+  transaction: (ops: PositionUpdate[]) => Promise<unknown>,
+  ids: string[],
+  update: (id: string, position: number) => PositionUpdate,
+) {
+  const size = 60;
+  for (let start = 0; start < ids.length; start += size) {
+    const slice = ids.slice(start, start + size);
+    await transaction(slice.map((id, offset) => update(id, start + offset)));
+  }
+}

apps/api/src/common/data-access.ts

@@ -0,0 +1,470 @@
+import type {
+  DataAccessPolicy,
+  DataAccessRule,
+  DataAccessSection,
+  DataVisibility,
+  DataVisibilityScopes,
+  SectionDataAccess,
+} from '@mento/shared';
+import {
+  DATA_ACCESS_LEGACY_SCOPE,
+  DATA_ACCESS_SECTIONS,
+  migrateVisibilityToSectionAccess,
+  parseDataAccessPolicy,
+  sectionHasDataAccessLimits,
+} from '@mento/shared';
+import { canViewAllRecords } from '@mento/shared';
+import type { Prisma } from '@prisma/client';
+import type { Actor } from './record-scope';
+
+function elevated(role: string | null | undefined): boolean {
+  return canViewAllRecords(role);
+}
+
+export type SectionAccessContext = {
+  section: SectionDataAccess;
+  source: 'role' | 'override' | 'default';
+};
+
+function ownerIdList(
+  rule: DataAccessRule,
+  ctx: { userId: string; teamPeerIds: string[] | null },
+): string[] {
+  const ownerIds = new Set<string>();
+  if (!rule.owners?.length) return [];
+  if (rule.owners.includes('self')) ownerIds.add(ctx.userId);
+  if (rule.owners.includes('team')) {
+    const peers = ctx.teamPeerIds?.length ? ctx.teamPeerIds : [ctx.userId];
+    for (const id of peers) ownerIds.add(id);
+  }
+  return [...ownerIds];
+}
+
+/** Resolve یک بخش: override کاربر بر نقش؛ وگرنه مهاجرت از visibility قدیمی. */
+export function resolveSectionAccess(
+  sectionKey: DataAccessSection,
+  input: {
+    role: string;
+    rolePolicy?: unknown;
+    override?: unknown;
+    legacyVisibility?: DataVisibility | string | null;
+    legacyScopes?: DataVisibilityScopes | null;
+  },
+): SectionAccessContext {
+  if (elevated(input.role)) {
+    return { section: { mode: 'all', rules: [] }, source: 'default' };
+  }
+  const override = parseDataAccessPolicy(input.override);
+  if (override[sectionKey]) {
+    return { section: override[sectionKey]!, source: 'override' };
+  }
+  const rolePolicy = parseDataAccessPolicy(input.rolePolicy);
+  if (rolePolicy[sectionKey]) {
+    return { section: rolePolicy[sectionKey]!, source: 'role' };
+  }
+  // فرم محدودهٔ نقش، بخشِ ننوشته را «بدون محدودیت» نشان می‌دهد.
+  // اگر نقش حتی یک بخش ذخیره کرده باشد، بقیه نباید به دید قدیمی own/team برگردند.
+  if (Object.keys(rolePolicy).length > 0) {
+    return { section: { mode: 'all', rules: [] }, source: 'role' };
+  }
+  if (input.legacyVisibility != null || input.legacyScopes) {
+    return {
+      section: migrateVisibilityToSectionAccess(
+        input.legacyVisibility,
+        input.legacyScopes,
+        DATA_ACCESS_LEGACY_SCOPE[sectionKey],
+      ),
+      source: 'default',
+    };
+  }
+  return { section: { mode: 'all', rules: [] }, source: 'default' };
+}
+
+/** @deprecated */
+export function resolveCustomersAccess(input: {
+  role: string;
+  rolePolicy?: unknown;
+  override?: unknown;
+  legacyVisibility?: DataVisibility | string | null;
+  legacyScopes?: DataVisibilityScopes | null;
+}): SectionAccessContext {
+  return resolveSectionAccess('customers', input);
+}
+
+export function resolveAllSectionAccess(input: {
+  role: string;
+  rolePolicy?: unknown;
+  override?: unknown;
+  legacyVisibility?: DataVisibility | string | null;
+  legacyScopes?: DataVisibilityScopes | null;
+}): DataAccessPolicy {
+  const out: DataAccessPolicy = {};
+  for (const key of DATA_ACCESS_SECTIONS) {
+    out[key] = resolveSectionAccess(key, input).section;
+  }
+  return out;
+}
+
+export function buildContactRuleWhere(
+  rule: DataAccessRule,
+  ctx: { userId: string; teamPeerIds: string[] | null },
+): Prisma.PersonWhereInput | null {
+  const and: Prisma.PersonWhereInput[] = [];
+  const ids = ownerIdList(rule, ctx);
+  if (rule.owners?.length) {
+    if (!ids.length) return null;
+    and.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
+  }
+  if (rule.groupIds?.length) {
+    and.push({ groupLinks: { some: { groupId: { in: rule.groupIds } } } });
+  }
+  if (rule.sources?.length) {
+    and.push({
+      OR: [{ importSource: { in: rule.sources } }, { sourceRef: { in: rule.sources } }],
+    });
+  }
+  if (rule.moods?.length) {
+    and.push({ mood: { in: rule.moods } });
+  }
+  if (!and.length) return null;
+  return and.length === 1 ? and[0]! : { AND: and };
+}
+
+function orParts<T>(parts: T[]): T | { OR: T[] } | { id: string } {
+  if (!parts.length) return { id: '__no_access__' } as T & { id: string };
+  return parts.length === 1 ? parts[0]! : { OR: parts };
+}
+
+export function customersPersonWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'customersAccess' | 'teamPeerIds'>,
+): Prisma.PersonWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.customersAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.PersonWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const w = buildContactRuleWhere(rule, {
+      userId: actor.userId,
+      teamPeerIds: actor.teamPeerIds ?? null,
+    });
+    if (w) parts.push(w);
+  }
+  return orParts(parts);
+}
+
+export function customersCompanyWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'customersAccess' | 'teamPeerIds'>,
+): Prisma.CompanyWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.customersAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.CompanyWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.CompanyWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
+    }
+    if (rule.groupIds?.length) {
+      and.push({ groupLinks: { some: { groupId: { in: rule.groupIds } } } });
+    }
+    if (rule.sources?.length) {
+      and.push({
+        OR: [{ importSource: { in: rule.sources } }, { sourceRef: { in: rule.sources } }],
+      });
+    }
+    if (
+      rule.moods?.length &&
+      !rule.owners?.length &&
+      !rule.groupIds?.length &&
+      !rule.sources?.length
+    ) {
+      continue;
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+export function leadsDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'leadsAccess' | 'teamPeerIds'>,
+): Prisma.LeadWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.leadsAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.LeadWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.LeadWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
+    }
+    if (rule.stageIds?.length) {
+      and.push({ stageId: { in: rule.stageIds } });
+    }
+    if (rule.sources?.length) {
+      and.push({
+        OR: rule.sources.map((s) => ({
+          source: { equals: s, mode: 'insensitive' as const },
+        })),
+      });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+export function dealsDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'salesAccess' | 'teamPeerIds'>,
+): Prisma.DealWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.salesAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.DealWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.DealWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push({
+        OR: [
+          { ownerId: { in: ids } },
+          { assignees: { some: { id: { in: ids } } } },
+        ],
+      });
+    }
+    if (rule.pipelineIds?.length) {
+      and.push({ pipelineId: { in: rule.pipelineIds } });
+    }
+    if (rule.stageIds?.length) {
+      and.push({ stageId: { in: rule.stageIds } });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+export function activitiesDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'activitiesAccess' | 'teamPeerIds'>,
+): Prisma.ActivityWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.activitiesAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.ActivityWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.ActivityWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push({
+        OR: [
+          { assigneeId: { in: ids } },
+          { assignees: { some: { id: { in: ids } } } },
+          { participantIds: { hasSome: ids } },
+        ],
+      });
+    }
+    if (rule.boardIds?.length) {
+      and.push({ boardId: { in: rule.boardIds } });
+    }
+    if (rule.stageIds?.length) {
+      and.push({ stageId: { in: rule.stageIds } });
+    }
+    if (rule.typeIds?.length) {
+      and.push({ typeDefId: { in: rule.typeIds } });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+export function notesDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'notesAccess' | 'teamPeerIds'>,
+): Prisma.NoteWhereInput {
+  const personalGate: Prisma.NoteWhereInput = {
+    OR: [
+      { visibility: { not: 'personal' } },
+      { visibility: 'personal', authorId: actor.userId },
+    ],
+  };
+  if (elevated(actor.role)) return personalGate;
+  const section = actor.notesAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return personalGate;
+  const parts: Prisma.NoteWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.NoteWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push({
+        OR: [
+          { authorId: { in: ids } },
+          {
+            deal: {
+              OR: [
+                { ownerId: { in: ids } },
+                { assignees: { some: { id: { in: ids } } } },
+              ],
+            },
+          },
+          { person: { ownerId: { in: ids } } },
+          { company: { ownerId: { in: ids } } },
+        ],
+      });
+    }
+    if (rule.sources?.length) {
+      and.push({ noteType: { in: rule.sources } });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return {
+    AND: [personalGate, orParts(parts)],
+  };
+}
+
+export function ticketsDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'ticketsAccess' | 'teamPeerIds'>,
+): Prisma.TicketWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.ticketsAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.TicketWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.TicketWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push({
+        OR: [{ assigneeId: { in: ids } }, { reporterId: { in: ids } }],
+      });
+    }
+    if (rule.sources?.length) {
+      and.push({
+        status: {
+          in: rule.sources as Array<'open' | 'in_progress' | 'waiting' | 'resolved' | 'closed'>,
+        },
+      });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+export function projectsDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'projectsAccess' | 'teamPeerIds'>,
+): Prisma.ProjectCardWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.projectsAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.ProjectCardWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.ProjectCardWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push({
+        OR: [
+          { ownerId: { in: ids } },
+          { assignees: { some: { id: { in: ids } } } },
+        ],
+      });
+    }
+    if (rule.boardIds?.length) {
+      and.push({ boardId: { in: rule.boardIds } });
+    }
+    if (rule.stageIds?.length) {
+      and.push({ stageId: { in: rule.stageIds } });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+export function routinesDeepWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'routinesAccess' | 'teamPeerIds'>,
+): Prisma.RoutineTaskWhereInput {
+  if (elevated(actor.role)) return {};
+  const section = actor.routinesAccess ?? { mode: 'all' as const, rules: [] };
+  if (!sectionHasDataAccessLimits(section)) return {};
+  const parts: Prisma.RoutineTaskWhereInput[] = [];
+  for (const rule of section.rules ?? []) {
+    const and: Prisma.RoutineTaskWhereInput[] = [];
+    if (rule.owners?.length) {
+      const ids = ownerIdList(rule, {
+        userId: actor.userId,
+        teamPeerIds: actor.teamPeerIds ?? null,
+      });
+      if (!ids.length) continue;
+      and.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
+    }
+    if (rule.typeIds?.length) {
+      and.push({ categoryId: { in: rule.typeIds } });
+    }
+    if (!and.length) continue;
+    parts.push(and.length === 1 ? and[0]! : { AND: and });
+  }
+  return orParts(parts);
+}
+
+/** اتحاد شناسهٔ owners در قوانین؛ null = بدون محدودیت مالکی (یا mode=all) */
+export function sectionOwnerIdUnion(
+  section: SectionDataAccess | null | undefined,
+  ctx: { userId: string; teamPeerIds: string[] | null },
+): string[] | null {
+  if (!sectionHasDataAccessLimits(section)) return null;
+  const ids = new Set<string>();
+  let sawOwnerRule = false;
+  let sawNonOwnerRule = false;
+  for (const rule of section?.rules ?? []) {
+    if (rule.owners?.length) {
+      sawOwnerRule = true;
+      for (const id of ownerIdList(rule, ctx)) ids.add(id);
+    } else if (rule.groupIds?.length || rule.sources?.length || rule.moods?.length ||
+      rule.stageIds?.length || rule.pipelineIds?.length || rule.boardIds?.length ||
+      rule.typeIds?.length) {
+      sawNonOwnerRule = true;
+    }
+  }
+  if (sawNonOwnerRule && !sawOwnerRule) return null;
+  if (!sawOwnerRule) return null;
+  return [...ids];
+}
+
+export function sectionNeedsTeamPeers(section: SectionDataAccess | null | undefined): boolean {
+  if (!sectionHasDataAccessLimits(section)) return false;
+  return (section?.rules ?? []).some((r) => r.owners?.includes('team'));
+}
+
+export function sanitizeDataAccessPolicyInput(raw: unknown): DataAccessPolicy {
+  return parseDataAccessPolicy(raw);
+}

apps/api/src/common/excel.ts

@@ -170,9 +170,34 @@ export function parseAmount(raw?: string): number | null {
 }
 
 /** تاریخ تولد: سال زیر ۱۷۰۰ شمسی است، سال ۱۷۰۰ به بعد میلادی. ظهر UTC تا روز جابه‌جا نشود. */
+/** «۲۰۲۴-۰۵-۰۱T۱۹:۳۰:۰۰Z» و مشابه: لحظهٔ دقیق با منطقهٔ زمانی */
+const ZONED_TIMESTAMP = /^\d{4}-\d{2}-\d{2}T\d{2}:\d{2}(:\d{2}(\.\d+)?)?(Z|[+-]\d{2}:?\d{2})$/i;
+
+function tehranCalendarDay(d: Date): { y: number; m: number; d: number } {
+  const [y, m, day] = new Intl.DateTimeFormat('en-CA', {
+    timeZone: 'Asia/Tehran',
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  })
+    .format(d)
+    .split('-')
+    .map(Number);
+  return { y, m, d: day };
+}
+
 export function parseBirthDate(raw?: string | null): Date | null {
   const text = toAsciiDigits(String(raw ?? '')).trim();
   if (!text || text === '-' || text === '0' || text === '0000-00-00') return null;
+  // تاریخ تولد فقط «روز» است. لحظهٔ UTC (مثلاً نیمه‌شب تهران که به روز قبلِ UTC می‌افتد)
+  // باید با تقویم تهران به روز تبدیل شود، نه با بریدن بخش تاریخِ UTC.
+  if (ZONED_TIMESTAMP.test(text)) {
+    const instant = new Date(text);
+    if (!Number.isNaN(instant.getTime())) {
+      const day = tehranCalendarDay(instant);
+      return new Date(Date.UTC(day.y, day.m - 1, day.d, 12, 0, 0));
+    }
+  }
   const datePart = text.split(/[T\s]/)[0] ?? text;
   const match = /^(\d{3,4})[\/\-.](\d{1,2})[\/\-.](\d{1,2})$/.exec(datePart);
   if (!match) {

apps/api/src/common/record-scope.ts

@@ -1,6 +1,20 @@
-import type { DataScope, DataVisibility, DataVisibilityScopes, UserRole } from '@mento/shared';
+import type {
+  DataScope,
+  DataVisibility,
+  DataVisibilityScopes,
+  SectionDataAccess,
+  UserRole,
+} from '@mento/shared';
 import { DATA_SCOPES, canViewAllRecords } from '@mento/shared';
 import type { Prisma } from '@prisma/client';
+import {
+  activitiesDeepWhere,
+  dealsDeepWhere,
+  notesDeepWhere,
+  projectsDeepWhere,
+  routinesDeepWhere,
+  ticketsDeepWhere,
+} from './data-access';
 
 export type ScopeVisibility = {
   dataVisibility: DataVisibility;
@@ -20,6 +34,17 @@ export type Actor = {
   visibleUserIds?: string[] | null;
   /** سطح دید تفکیکی هر بخش (از Membership.dataVisibilityScopes) */
   scopes?: Partial<Record<DataScope, ScopeVisibility>>;
+  /** عمق دادهٔ بخش‌ها (resolve شده از نقش + override) */
+  customersAccess?: SectionDataAccess;
+  leadsAccess?: SectionDataAccess;
+  salesAccess?: SectionDataAccess;
+  activitiesAccess?: SectionDataAccess;
+  notesAccess?: SectionDataAccess;
+  routinesAccess?: SectionDataAccess;
+  projectsAccess?: SectionDataAccess;
+  ticketsAccess?: SectionDataAccess;
+  /** هم‌تیمی‌ها برای قوانین owners:team (شامل خود کاربر) */
+  teamPeerIds?: string[] | null;
   /** off = فیلتر خاموش؛ current = کار جاری؛ archive = بایگانی اطلاعات قبل */
   priorLens?: 'off' | 'current' | 'archive';
   /** لحظهٔ روشن شدن ماژول برای این محیط؛ فعالیت‌های ساخته‌شده قبل از آن می‌توانند قبلی باشند */
@@ -27,6 +52,8 @@ export type Actor = {
   /** مالک واقعی وقتی در حالت مشاهده به‌جای کاربر دیگر است */
   impersonatorUserId?: string;
   impersonatorRole?: string;
+  /** شروع این نشست؛ برای ساعت خروج روزانه */
+  sessionStartedAt?: Date;
   /** در حالت مشاهده، سرور تغییر را رد می‌کند */
   viewAsReadOnly?: boolean;
 };
@@ -91,10 +118,13 @@ export function ownerWhere(
   return { ownerId: { in: ids } };
 }
 
-/** معامله: مالک اصلی یا یکی از مسئولان مشترک در محدوده دید */
+/** معامله: عمق دادهٔ sales (JWT) یا مدل قدیمی own/team/org */
 export function dealAccessWhere(
-  actor: ScopedActor,
+  actor: ScopedActor & Pick<Actor, 'salesAccess' | 'teamPeerIds'>,
 ): Prisma.DealWhereInput {
+  if (actor.salesAccess !== undefined) {
+    return dealsDeepWhere(actor as Actor);
+  }
   const ids = scopedOwnerIds(actor, 'deals');
   if (!ids) return {};
   return {
@@ -105,10 +135,13 @@ export function dealAccessWhere(
   };
 }
 
-/** کارت پروژه: مالک یا یکی از مسئولان در محدوده دید */
+/** کارت پروژه: عمق داده یا مدل قدیمی own/team/org */
 export function projectCardAccessWhere(
-  actor: ScopedActor,
+  actor: ScopedActor & Pick<Actor, 'projectsAccess' | 'teamPeerIds'>,
 ): Prisma.ProjectCardWhereInput {
+  if (actor.projectsAccess !== undefined) {
+    return projectsDeepWhere(actor as Actor);
+  }
   const ids = scopedOwnerIds(actor, 'projects');
   if (!ids) return {};
   return {
@@ -133,10 +166,13 @@ export function assigneeWhere(
   };
 }
 
-/** دسترسی به فعالیت: مسئولان یا شرکت‌کنندگان (فیلد شرکت‌کنندگان) در محدوده دید */
+/** دسترسی به فعالیت: عمق دادهٔ activities (JWT) یا مدل قدیمی */
 export function activityAccessWhere(
-  actor: ScopedActor,
+  actor: ScopedActor & Pick<Actor, 'activitiesAccess' | 'teamPeerIds'>,
 ): Prisma.ActivityWhereInput {
+  if (actor.activitiesAccess !== undefined) {
+    return activitiesDeepWhere(actor as Actor);
+  }
   const ids = scopedOwnerIds(actor, 'activities');
   if (!ids) return {};
   return {
@@ -148,10 +184,13 @@ export function activityAccessWhere(
   };
 }
 
-/** یادداشت: نویسنده یا پرونده‌های تحت مالکیت در محدوده دید + محرمانگی شخصی */
+/** یادداشت: عمق داده یا مدل قدیمی + محرمانگی شخصی */
 export function noteAccessWhere(
-  actor: ScopedActor,
+  actor: ScopedActor & Pick<Actor, 'notesAccess' | 'teamPeerIds'>,
 ): Prisma.NoteWhereInput {
+  if (actor.notesAccess !== undefined) {
+    return notesDeepWhere(actor as Actor);
+  }
   const ids = scopedOwnerIds(actor, 'notes');
   const personalGate: Prisma.NoteWhereInput = {
     OR: [
@@ -186,17 +225,22 @@ export function noteAccessWhere(
 export function resolveOwnerId(
   actor: Pick<Actor, 'userId' | 'role'>,
   requested?: string | null,
+  allowOthers?: boolean,
 ): string {
-  if (elevated(actor.role) && requested?.trim()) {
+  const allowed = allowOthers ?? elevated(actor.role);
+  if (allowed && requested?.trim()) {
     return requested.trim();
   }
   return actor.userId;
 }
 
-/** تیکت: مسئول یا ثبت‌کننده در محدوده دید */
+/** تیکت: عمق داده یا مدل قدیمی */
 export function ticketAccessWhere(
-  actor: ScopedActor,
+  actor: ScopedActor & Pick<Actor, 'ticketsAccess' | 'teamPeerIds'>,
 ): Prisma.TicketWhereInput {
+  if (actor.ticketsAccess !== undefined) {
+    return ticketsDeepWhere(actor as Actor);
+  }
   const ids = scopedOwnerIds(actor, 'tickets');
   if (!ids) return {};
   return {
@@ -204,6 +248,14 @@ export function ticketAccessWhere(
   };
 }
 
+/** کار روتین: عمق داده (وقتی JWT ست کرده) */
+export function routineTaskAccessWhere(
+  actor: Pick<Actor, 'userId' | 'role' | 'routinesAccess' | 'teamPeerIds'>,
+): Prisma.RoutineTaskWhereInput {
+  if (actor.routinesAccess === undefined) return {};
+  return routinesDeepWhere(actor);
+}
+
 export function canReassignOwner(role: string | null | undefined): boolean {
   return elevated(role);
 }

apps/api/src/common/search.ts

@@ -79,6 +79,19 @@ export function buildSearchWhere<W extends object>(
   return (parts.length === 1 ? parts[0] : { AND: parts }) as unknown as W;
 }
 
+/** پارامتر چندتایی کوئری: «a,b,c» → ['a','b','c'] */
+export function splitCsv(raw: string | null | undefined, max = 50): string[] {
+  if (!raw) return [];
+  return [
+    ...new Set(
+      String(raw)
+        .split(',')
+        .map((v) => v.trim())
+        .filter(Boolean),
+    ),
+  ].slice(0, max);
+}
+
 /** کمک برای فیلدهای متنی ساده: `{ field: { contains, mode: 'insensitive' } }` */
 export function ci(term: string) {
   return { contains: term, mode: 'insensitive' as const };

apps/api/src/common/sms.service.ts

@@ -10,8 +10,19 @@ const SMS_0098_SOAP_URL = 'https://webservice.0098sms.com/service.asmx';
 
 export type SmsSendResult = {
   ok: boolean;
-  transport: 'trez' | 'soap' | 'link';
+  blocked?: boolean;
+  transport: 'trez' | 'soap' | 'link' | 'none';
   reason?: string;
+  parts?: number;
+  costRials?: number;
+};
+
+export type SmsTransportOverride = {
+  username: string;
+  password: string;
+  sender: string;
+  /** trez | 0098 — default 0098 for own panels */
+  provider?: 'trez' | '0098';
 };
 
 @Injectable()
@@ -50,17 +61,29 @@ export class SmsService {
     return result.ok;
   }
 
-  async sendSmsDetailed(phone: string, text: string): Promise<SmsSendResult> {
-    const username = this.config.get<string>('SMS_USERNAME');
-    const password = this.getPassword();
-    const sender = this.config.get<string>('SMS_SENDER');
+  buildOtpText(code: string): string {
+    const template =
+      this.config.get<string>('SMS_OTP_TEMPLATE')?.trim() ||
+      `کد ورود منتکت: {code}`;
+    return template.replace('{code}', code);
+  }
+
+  async sendSmsDetailed(
+    phone: string,
+    text: string,
+    override?: SmsTransportOverride,
+  ): Promise<SmsSendResult> {
+    const username = override?.username || this.config.get<string>('SMS_USERNAME');
+    const password = override?.password || this.getPassword();
+    const sender = override?.sender || this.config.get<string>('SMS_SENDER');
 
     if (!username || !password || !sender) {
-      return { ok: false, transport: 'trez', reason: 'SMS not configured' };
+      return { ok: false, transport: 'none', reason: 'SMS not configured' };
     }
 
     const to = this.normalizePhoneForSms(phone);
-    const provider = this.resolveProvider();
+    const provider =
+      override?.provider ?? this.resolveProvider();
 
     if (provider === 'trez') {
       return this.sendViaTrez(username, password, sender, to, text);

apps/api/src/contacts/companies.controller.ts

@@ -18,6 +18,7 @@ import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RequirePermission, SectionPermissionGuard } from '../auth/section-permission.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { CompaniesService } from './companies.service';
@@ -31,7 +32,8 @@ const excelUpload = FileInterceptor('file', {
 });
 
 @Controller('companies')
-@UseGuards(JwtAuthGuard)
+@UseGuards(JwtAuthGuard, SectionPermissionGuard)
+@RequirePermission('customers')
 export class CompaniesController {
   constructor(
     private readonly companiesService: CompaniesService,
@@ -45,9 +47,15 @@ export class CompaniesController {
       query.q,
       query.page ?? 1,
       query.limit ?? 20,
+      { groupId: query.groupId },
     );
   }
 
+  @Get('group-stats')
+  groupStats(@CurrentUser() user: Actor) {
+    return this.companiesService.groupStats(user);
+  }
+
   @Get('export')
   async export(
     @CurrentUser() user: Actor,

apps/api/src/contacts/companies.service.ts

@@ -6,6 +6,7 @@ import {
 import type {
   CompanyDto,
   CreateCompanyRequest,
+  CustomerGroupDto,
   PaginatedResponse,
   UpdateCompanyRequest,
 } from '@mento/shared';
@@ -16,17 +17,21 @@ import {
   asCustomFields,
   toJsonCustomFields,
 } from '../common/custom-fields';
+import { customersCompanyWhere } from '../common/data-access';
 import {
   type Actor,
-  canReassignOwner,
   elevated,
-  ownerWhere,
   resolveOwnerId,
 } from '../common/record-scope';
+import { actorCanAssignToOthers, assertAssigneeSet } from '../common/assign-access';
 import { normalizeTags } from '../common/tags';
 import { normalizePersonImportSource } from './person-source';
-import { buildSearchWhere, ci } from '../common/search';
+import { buildSearchWhere, ci, splitCsv } from '../common/search';
 import { GamificationService } from '../gamification/gamification.service';
+import {
+  CustomerGroupsService,
+  groupSummarySelect,
+} from '../customer-groups/customer-groups.service';
 
 function parseDateOrNull(raw?: string | null): Date | null {
   if (!raw?.trim()) return null;
@@ -37,6 +42,10 @@ function parseDateOrNull(raw?: string | null): Date | null {
 const companyInclude = {
   _count: { select: { people: true } },
   owner: { select: { id: true, fullName: true } },
+  groupLinks: {
+    select: { group: { select: groupSummarySelect } },
+    orderBy: [{ group: { position: 'asc' } }, { group: { name: 'asc' } }],
+  },
 } satisfies Prisma.CompanyInclude;
 
 type CompanyRow = {
@@ -67,6 +76,7 @@ type CompanyRow = {
   updatedAt: Date;
   _count: { people: number };
   owner: { id: string; fullName: string } | null;
+  groupLinks: Array<{ group: { id: string; name: string; color: string } }>;
 };
 
 @Injectable()
@@ -74,6 +84,7 @@ export class CompaniesService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly game: GamificationService,
+    private readonly groups: CustomerGroupsService,
   ) {}
 
   async list(
@@ -81,6 +92,7 @@ export class CompaniesService {
     q?: string,
     page = 1,
     limit = 20,
+    opts?: { groupId?: string },
   ): Promise<PaginatedResponse<CompanyDto>> {
     const search = buildSearchWhere<Prisma.CompanyWhereInput>(q, (t) => [
       { name: ci(t) },
@@ -94,10 +106,15 @@ export class CompaniesService {
       { city: ci(t) },
       { province: ci(t) },
     ]);
+    const groupIds = splitCsv(opts?.groupId);
+    const and: Prisma.CompanyWhereInput[] = [
+      ...(search ? [search] : []),
+      ...(groupIds.length ? [{ groupLinks: { some: { groupId: { in: groupIds } } } }] : []),
+    ];
     const where: Prisma.CompanyWhereInput = {
       organizationId: actor.organizationId,
-      ...ownerWhere(actor),
-      ...(search ? { AND: [search] } : {}),
+      ...customersCompanyWhere(actor),
+      ...(and.length ? { AND: and } : {}),
     };
 
     const [rows, total] = await this.prisma.$transaction([
@@ -119,9 +136,41 @@ export class CompaniesService {
     };
   }
 
+  /** آمار گروه برای فیلتر شرکت‌ها — فقط شرکت‌های در دسترس کاربر */
+  async groupStats(actor: Actor): Promise<CustomerGroupDto[]> {
+    const counts = await this.prisma.companyGroupLink.groupBy({
+      by: ['groupId'],
+      where: {
+        company: {
+          organizationId: actor.organizationId,
+          ...customersCompanyWhere(actor),
+        },
+      },
+      _count: { _all: true },
+    });
+    if (!counts.length) return [];
+    const countMap = new Map(counts.map((c) => [c.groupId, c._count._all]));
+    const groups = await this.prisma.customerGroup.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        id: { in: counts.map((c) => c.groupId) },
+      },
+      orderBy: [{ position: 'asc' }, { name: 'asc' }],
+    });
+    return groups.map((g) => ({
+      id: g.id,
+      name: g.name,
+      color: g.color,
+      position: g.position,
+      fromTahesab: Boolean(g.tahesabGid),
+      personCount: 0,
+      companyCount: countMap.get(g.id) ?? 0,
+    }));
+  }
+
   async get(actor: Actor, id: string): Promise<CompanyDto> {
     const row = await this.prisma.company.findFirst({
-      where: { id, organizationId: actor.organizationId, ...ownerWhere(actor) },
+      where: { id, organizationId: actor.organizationId, ...customersCompanyWhere(actor) },
       include: companyInclude,
     });
     if (!row) throw new NotFoundException('شرکت پیدا نشد');
@@ -152,15 +201,27 @@ export class CompaniesService {
       notes: emptyToNull(dto.notes),
       registeredAt: parseDateOrNull(dto.registeredAt),
       tags: normalizeTags(dto.tags),
-      ownerId: resolveOwnerId(actor, dto.ownerId),
+      ownerId: resolveOwnerId(
+        actor,
+        dto.ownerId,
+        await actorCanAssignToOthers(this.prisma, actor, 'customers'),
+      ),
       customFields: toJsonCustomFields(dto.customFields),
     };
     await this.assertNoDuplicate(actor.organizationId, data);
+    const groupIds = await this.groups.validIds(actor.organizationId, dto.groupIds);
 
-    const row = await this.prisma.company.create({
+    let row = await this.prisma.company.create({
       data,
       include: companyInclude,
     });
+    if (groupIds.length) {
+      await this.groups.addCompanyGroups(row.id, groupIds);
+      row = await this.prisma.company.findUniqueOrThrow({
+        where: { id: row.id },
+        include: companyInclude,
+      });
+    }
     if (row.importSource === 'manual') {
       this.game.emit({
         organizationId: actor.organizationId,
@@ -209,11 +270,21 @@ export class CompaniesService {
     if ('customFields' in dto) {
       data.customFields = toJsonCustomFields(dto.customFields);
     }
-    if (dto.ownerId !== undefined && canReassignOwner(actor.role)) {
-      data.ownerId = resolveOwnerId(actor, dto.ownerId);
+    if (dto.ownerId !== undefined) {
+      const current = await this.prisma.company.findFirst({
+        where: { id, organizationId: actor.organizationId },
+        select: { ownerId: true },
+      });
+      const nextOwner = emptyToNull(dto.ownerId ?? null);
+      await assertAssigneeSet(this.prisma, actor, 'customers', [nextOwner], [current?.ownerId]);
+      data.ownerId = nextOwner ?? actor.userId;
     }
 
     await this.assertNoDuplicate(actor.organizationId, data, id);
+    if (dto.groupIds !== undefined) {
+      const groupIds = await this.groups.validIds(actor.organizationId, dto.groupIds);
+      await this.groups.setCompanyGroups(id, groupIds);
+    }
     const row = await this.prisma.company.update({
       where: { id },
       data,
@@ -315,6 +386,7 @@ export class CompaniesService {
       registeredAt: row.registeredAt ? row.registeredAt.toISOString() : null,
       tags: row.tags ?? [],
       customFields: asCustomFields(row.customFields),
+      groups: (row.groupLinks ?? []).map((l) => l.group),
       peopleCount: row._count.people,
       owner: row.owner,
       createdAt: row.createdAt.toISOString(),

apps/api/src/contacts/contacts-excel.service.ts

@@ -2,8 +2,9 @@ import { BadRequestException, ConflictException, Injectable } from '@nestjs/comm
 import type { ImportContactsResult, PersonMood } from '@mento/shared';
 import { PERSON_MOOD_LABELS, PERSON_MOODS } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
+import { customersCompanyWhere } from '../common/data-access';
 import type { Actor } from '../common/record-scope';
-import { ownerWhere, resolveOwnerId } from '../common/record-scope';
+import { resolveOwnerId } from '../common/record-scope';
 import {
   collectAddresses,
 } from '../common/custom-fields';
@@ -25,6 +26,10 @@ import { CompaniesService } from './companies.service';
 import { PeopleService } from './people.service';
 import { normalizeEmail, normalizePhone } from './normalize';
 import { normalizePersonImportSource } from './person-source';
+import {
+  CustomerGroupsService,
+  splitGroupNames,
+} from '../customer-groups/customer-groups.service';
 
 type ImportChunkOpts = {
   sessionId?: string;
@@ -39,6 +44,16 @@ function parseMood(raw?: string): PersonMood | undefined {
   return PERSON_MOODS.find((mood) => PERSON_MOOD_LABELS[mood] === value);
 }
 
+/** ستون‌های گروه اکسل → نام گروه‌ها (برچسب‌های وضعیت مشتری گروه حساب نمی‌شوند) */
+function groupNamesFrom(...raws: Array<string | undefined>): string[] {
+  const names = raws.flatMap((raw) => splitGroupNames(raw));
+  return [...new Set(names.filter((name) => !parseMood(name)))];
+}
+
+function groupNamesText(groups: Array<{ name: string }> | undefined, fallback?: string) {
+  return groups?.length ? groups.map((g) => g.name).join('، ') : (fallback ?? '');
+}
+
 function splitDidarName(firstName: string, lastName: string, title?: string) {
   const first = firstName.trim();
   const last = lastName.trim();
@@ -369,6 +384,7 @@ export class ContactsExcelService {
     private readonly prisma: PrismaService,
     private readonly people: PeopleService,
     private readonly companies: CompaniesService,
+    private readonly groups: CustomerGroupsService,
   ) {}
 
   async exportPeople(actor: Actor, q?: string): Promise<Buffer> {
@@ -378,6 +394,7 @@ export class ContactsExcelService {
       CONTACT_COLUMNS,
       items.map((p) => {
         const extra = (p.customFields ?? {}) as Record<string, string>;
+        const groupText = groupNamesText(p.groups, extra.group);
         return {
           _type: 'Contact',
           didarId: extra.didarId ?? p.id,
@@ -402,7 +419,7 @@ export class ContactsExcelService {
           nationalId: extra.nationalId ?? '',
           registeredAt: formatJalaliDate(p.createdAt),
           birthDate: p.birthDate ? formatJalaliDate(p.birthDate) : (extra.birthDate ?? ''),
-          mood: extra.group || PERSON_MOOD_LABELS[p.mood || 'newcomer'],
+          mood: PERSON_MOOD_LABELS[p.mood || 'newcomer'],
           otherPhones: extra.otherPhones ?? '',
           address: p.addresses[0] ?? extra.address ?? '',
           website: p.website ?? extra.website ?? '',
@@ -410,7 +427,7 @@ export class ContactsExcelService {
           position2: p.position ?? extra.position ?? '',
           city2: extra.city ?? '',
           code2: extra.customerCode ?? '',
-          group2: extra.group ?? '',
+          group2: groupText,
           address2: p.addresses[1] ?? extra.address ?? '',
           phone2: extra.phone2 ?? p.phone ?? '',
           postalCode2: extra.postalCode ?? '',
@@ -418,7 +435,7 @@ export class ContactsExcelService {
           homeAddress: p.addresses[2] ?? extra.homeAddress ?? '',
           birthDate2: p.birthDate ? formatJalaliDate(p.birthDate) : (extra.birthDate ?? ''),
           instagram: p.instagram ?? extra.instagram ?? '',
-          group: extra.group ?? '',
+          group: groupText,
           colleagueContact: extra.colleagueContact ?? '',
           previousCompany: extra.previousCompany ?? '',
           customerType: extra.customerType ?? '',
@@ -456,7 +473,7 @@ export class ContactsExcelService {
           registeredAt: formatJalaliDate(
             c.registeredAt ? new Date(c.registeredAt) : new Date(c.createdAt),
           ),
-          groupName: c.groupName ?? '',
+          groupName: groupNamesText(c.groups, c.groupName ?? ''),
           otherPhones: c.otherPhones ?? '',
           address: c.address ?? '',
           website: c.website ?? '',
@@ -551,6 +568,8 @@ export class ContactsExcelService {
         const value = row[key]?.trim();
         if (value) customFields[key] = value;
       }
+      const groupNames = groupNamesFrom(row.group, parseMood(row.mood) ? undefined : row.mood);
+      if (groupNames.length) delete customFields.group;
 
       const addresses = collectAddresses(
         row.address,
@@ -576,6 +595,7 @@ export class ContactsExcelService {
             ? normalizePersonImportSource(sourceCol)
             : 'excel';
         const sourceRef = didarId || customerCode || null;
+        const groupIds = await this.groups.idsForNames(actor.organizationId, groupNames);
 
         await this.people.create(actor, {
           firstName: names.firstName,
@@ -596,6 +616,7 @@ export class ContactsExcelService {
           importSource,
           sourceRef,
           registeredAt: registeredAt?.toISOString() ?? null,
+          groupIds,
         });
         result.created += 1;
         if (ownerMissing) {
@@ -701,8 +722,13 @@ export class ContactsExcelService {
       };
 
       try {
+        const groupIds = await this.groups.idsForNames(
+          actor.organizationId,
+          groupNamesFrom(row.groupName),
+        );
         const existing = await this.findImportedCompany(actor, didarId, name);
         if (existing) {
+          if (groupIds.length) await this.groups.addCompanyGroups(existing.id, groupIds);
           const merged: Record<string, unknown> = {};
           for (const [k, v] of Object.entries(payload)) {
             if (k === 'customFields') continue;
@@ -719,6 +745,7 @@ export class ContactsExcelService {
           await this.companies.create(actor, {
             ...payload,
             ownerId: resolveOwnerId(actor, ownerId ?? null),
+            groupIds,
           });
           result.created += 1;
         }
@@ -750,7 +777,7 @@ export class ContactsExcelService {
         where: {
           organizationId: actor.organizationId,
           sourceRef: didarId,
-          ...ownerWhere(actor),
+          ...customersCompanyWhere(actor),
         },
         select: { id: true, customFields: true },
       });
@@ -761,7 +788,7 @@ export class ContactsExcelService {
         organizationId: actor.organizationId,
         name: { equals: name, mode: 'insensitive' },
         ...(didarId ? { sourceRef: null } : {}),
-        ...ownerWhere(actor),
+        ...customersCompanyWhere(actor),
       },
       select: { id: true, customFields: true },
     });
@@ -779,7 +806,7 @@ export class ContactsExcelService {
         where: {
           organizationId: actor.organizationId,
           sourceRef: ref,
-          ...ownerWhere(actor),
+          ...customersCompanyWhere(actor),
         },
         select: { id: true },
       });
@@ -789,7 +816,7 @@ export class ContactsExcelService {
       where: {
         organizationId: actor.organizationId,
         name: { equals: name, mode: 'insensitive' },
-        ...ownerWhere(actor),
+        ...customersCompanyWhere(actor),
       },
       select: { id: true, sourceRef: true },
     });

apps/api/src/contacts/contacts.module.ts

@@ -8,7 +8,9 @@ import { CompaniesService } from './companies.service';
 import { PeopleController } from './people.controller';
 import { PeopleService } from './people.service';
 import { ContactsExcelService } from './contacts-excel.service';
-import { SmsService } from '../common/sms.service';
+import { SameMobileMergeService } from './same-mobile-merge.service';
+import { BehaviorModule } from '../behavior/behavior.module';
+import { CustomerGroupsModule } from '../customer-groups/customer-groups.module';
 
 @Module({
   imports: [
@@ -16,9 +18,11 @@ import { SmsService } from '../common/sms.service';
     AutomationsModule,
     MessageAutomationsModule,
     PublicApiModule,
+    BehaviorModule,
+    CustomerGroupsModule,
   ],
   controllers: [PeopleController, CompaniesController],
-  providers: [PeopleService, CompaniesService, ContactsExcelService, SmsService],
+  providers: [PeopleService, CompaniesService, ContactsExcelService, SameMobileMergeService],
   exports: [PeopleService, CompaniesService],
 })
 export class ContactsModule {}

apps/api/src/contacts/dto.ts

@@ -3,6 +3,7 @@ import {
   ArrayMaxSize,
   ArrayMinSize,
   IsArray,
+  IsBoolean,
   IsEmail,
   IsIn,
   IsInt,
@@ -15,7 +16,7 @@ import {
   MinLength,
   ValidateIf,
 } from 'class-validator';
-import { PERSON_IMPORT_SOURCES, PERSON_MOODS } from '@mento/shared';
+import { PERSON_GENDERS, PERSON_IMPORT_SOURCES, PERSON_MOODS } from '@mento/shared';
 
 export class BirthdaySmsDto {
   @IsString()
@@ -50,18 +51,20 @@ export class ListQueryDto {
   @Max(100)
   limit?: number = 20;
 
+  /** وضعیت مشتری؛ چندتایی با کاما */
   @IsOptional()
-  @IsIn([...PERSON_MOODS])
-  mood?: (typeof PERSON_MOODS)[number];
+  @IsString()
+  @MaxLength(120)
+  mood?: string;
 
   @IsOptional()
   @IsIn(['name', 'newest'])
   sort?: 'name' | 'newest';
 
-  /** فیلتر منبع ورود شخص */
+  /** فیلتر منبع ورود شخص؛ چندتایی با کاما */
   @IsOptional()
   @IsString()
-  @MaxLength(40)
+  @MaxLength(400)
   importSource?: string;
 
   /** استان شرکت مرتبط */
@@ -80,6 +83,18 @@ export class ListQueryDto {
   @IsOptional()
   @IsIn(['1', 'true', '0', 'false'])
   hasMobile?: string;
+
+  /** فیلتر تیپ DISC غالب یا ترکیبی، مثل D یا D/C */
+  @IsOptional()
+  @IsString()
+  @MaxLength(12)
+  disc?: string;
+
+  /** فیلتر گروه مشتری؛ چندتایی با کاما (هر کدام از گروه‌ها) */
+  @IsOptional()
+  @IsString()
+  @MaxLength(2000)
+  groupId?: string;
 }
 
 class CompanyExtraFieldsDto {
@@ -147,6 +162,11 @@ class CompanyExtraFieldsDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   registeredAt?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  groupIds?: string[];
 }
 
 export class CreateCompanyDto extends CompanyExtraFieldsDto {
@@ -263,6 +283,14 @@ export class CreatePersonDto {
   @MaxLength(80)
   lastName?: string;
 
+  @IsOptional()
+  @IsIn(PERSON_GENDERS)
+  gender?: (typeof PERSON_GENDERS)[number];
+
+  @IsOptional()
+  @IsBoolean()
+  showGenderInName?: boolean;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -364,6 +392,11 @@ export class CreatePersonDto {
   @IsOptional()
   @IsString()
   registeredAt?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  groupIds?: string[];
 }
 
 export class UpdatePersonDto {
@@ -377,6 +410,14 @@ export class UpdatePersonDto {
   @MaxLength(80)
   lastName?: string;
 
+  @IsOptional()
+  @IsIn(PERSON_GENDERS)
+  gender?: (typeof PERSON_GENDERS)[number];
+
+  @IsOptional()
+  @IsBoolean()
+  showGenderInName?: boolean;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -472,4 +513,9 @@ export class UpdatePersonDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   ownerId?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  groupIds?: string[];
 }

apps/api/src/contacts/merge-same-mobile.ts

@@ -0,0 +1,367 @@
+import { readFileSync } from 'node:fs';
+import { resolve } from 'node:path';
+import { Prisma, PrismaClient } from '@prisma/client';
+import { canonicalIranMobile, storedPhoneNumber } from './normalize';
+
+const personSelect = {
+  id: true,
+  createdAt: true,
+  firstName: true,
+  lastName: true,
+  gender: true,
+  showGenderInName: true,
+  previousFirstName: true,
+  previousLastName: true,
+  email: true,
+  phone: true,
+  mobile: true,
+  position: true,
+  website: true,
+  instagram: true,
+  birthDate: true,
+  referrer: true,
+  addresses: true,
+  notes: true,
+  tags: true,
+  companyId: true,
+  customFields: true,
+  importSource: true,
+  sourceRef: true,
+  previousImportSource: true,
+  previousSourceRef: true,
+  loyaltyPoints: true,
+  discLabel: true,
+  discReliable: true,
+  discAssessedAt: true,
+} satisfies Prisma.PersonSelect;
+
+type PersonRow = Prisma.PersonGetPayload<{ select: typeof personSelect }>;
+
+function blank(value: string | null | undefined) {
+  return !value?.trim();
+}
+
+function asStrings(value: Prisma.JsonValue): string[] {
+  if (!Array.isArray(value)) return [];
+  return value.map((item) => String(item)).filter(Boolean);
+}
+
+function asObject(value: Prisma.JsonValue): Record<string, unknown> {
+  if (!value || typeof value !== 'object' || Array.isArray(value)) return {};
+  return { ...(value as Record<string, unknown>) };
+}
+
+function mergedFields(keeper: PersonRow, extras: PersonRow[], canon: string): Prisma.PersonUncheckedUpdateInput {
+  const notes = [keeper.notes?.trim() || ''];
+  let email = keeper.email;
+  let phone = storedPhoneNumber(keeper.phone);
+  let position = keeper.position;
+  let website = keeper.website;
+  let instagram = keeper.instagram;
+  let birthDate = keeper.birthDate;
+  let referrer = keeper.referrer;
+  let companyId = keeper.companyId;
+  let gender = keeper.gender;
+  let showGenderInName = keeper.showGenderInName;
+  let previousFirstName = keeper.previousFirstName;
+  let previousLastName = keeper.previousLastName;
+  let previousImportSource = keeper.previousImportSource;
+  let previousSourceRef = keeper.previousSourceRef;
+  let discLabel = keeper.discLabel;
+  let discReliable = keeper.discReliable;
+  let discAssessedAt = keeper.discAssessedAt;
+  let loyaltyPoints = keeper.loyaltyPoints;
+  const addresses = asStrings(keeper.addresses);
+  const tags = new Set(keeper.tags);
+  const customFields = asObject(keeper.customFields);
+
+  for (const extra of extras) {
+    const name = `${extra.firstName} ${extra.lastName}`.trim();
+    notes.push(
+      `ادغام شماره تکراری: ${name || 'بدون نام'} (${extra.mobile || 'بدون موبایل'})`,
+    );
+    if (blank(email) && extra.email) email = extra.email;
+    if (blank(phone)) phone = storedPhoneNumber(extra.phone);
+    if (blank(position) && extra.position) position = extra.position;
+    if (blank(website) && extra.website) website = extra.website;
+    if (blank(instagram) && extra.instagram) instagram = extra.instagram;
+    if (!birthDate && extra.birthDate) birthDate = extra.birthDate;
+    if (blank(referrer) && extra.referrer) referrer = extra.referrer;
+    if (!companyId && extra.companyId) companyId = extra.companyId;
+    if (gender === 'none' && extra.gender !== 'none') {
+      gender = extra.gender;
+      showGenderInName = extra.showGenderInName;
+    }
+    if (blank(previousFirstName) && extra.previousFirstName) {
+      previousFirstName = extra.previousFirstName;
+    }
+    if (blank(previousLastName) && extra.previousLastName) {
+      previousLastName = extra.previousLastName;
+    }
+    if (
+      blank(previousImportSource) &&
+      extra.importSource &&
+      extra.importSource !== keeper.importSource
+    ) {
+      previousImportSource = extra.importSource;
+      previousSourceRef = extra.sourceRef;
+    }
+    if (
+      keeper.importSource === 'tahesab' &&
+      blank(previousFirstName) &&
+      blank(previousLastName)
+    ) {
+      const extraName = `${extra.firstName} ${extra.lastName}`.trim();
+      const keeperName = `${keeper.firstName} ${keeper.lastName}`.trim();
+      if (extraName && extraName !== keeperName) {
+        previousFirstName = extra.firstName || null;
+        previousLastName = extra.lastName || null;
+      }
+    }
+    if (!discLabel && extra.discLabel) {
+      discLabel = extra.discLabel;
+      discReliable = extra.discReliable;
+      discAssessedAt = extra.discAssessedAt;
+    }
+    loyaltyPoints = Math.max(loyaltyPoints, extra.loyaltyPoints);
+    for (const address of asStrings(extra.addresses)) {
+      if (!addresses.includes(address)) addresses.push(address);
+    }
+    for (const tag of extra.tags) tags.add(tag);
+    for (const [key, value] of Object.entries(asObject(extra.customFields))) {
+      if (customFields[key] == null || customFields[key] === '') customFields[key] = value;
+    }
+  }
+
+  return {
+    mobile: canon,
+    email,
+    phone,
+    position,
+    website,
+    instagram,
+    birthDate,
+    referrer,
+    companyId,
+    gender,
+    showGenderInName,
+    previousFirstName,
+    previousLastName,
+    previousImportSource,
+    previousSourceRef,
+    discLabel,
+    discReliable,
+    discAssessedAt,
+    loyaltyPoints,
+    addresses,
+    tags: [...tags],
+    customFields: customFields as Prisma.InputJsonValue,
+    notes: notes.filter(Boolean).join('\n') || null,
+  };
+}
+
+async function personIdTables(prisma: PrismaClient | Prisma.TransactionClient) {
+  const rows = await prisma.$queryRaw<{ table_name: string }[]>`
+    SELECT table_name
+    FROM information_schema.columns
+    WHERE table_schema = 'public' AND column_name = 'personId'
+  `;
+  return rows
+    .map((row) => row.table_name)
+    .filter((name) => /^[A-Za-z0-9_]+$/.test(name) && name !== 'Person');
+}
+
+async function moveLinks(
+  tx: Prisma.TransactionClient,
+  tables: string[],
+  keeperId: string,
+  dupId: string,
+) {
+  await tx.$executeRaw`
+    DELETE FROM "PersonGroupLink" AS d
+    USING "PersonGroupLink" AS k
+    WHERE d."personId" = ${dupId}
+      AND k."personId" = ${keeperId}
+      AND d."groupId" = k."groupId"
+  `;
+  await tx.$executeRaw`
+    DELETE FROM "PersonAccountingLink" AS d
+    USING "PersonAccountingLink" AS k
+    WHERE d."personId" = ${dupId}
+      AND k."personId" = ${keeperId}
+      AND d."connectionId" = k."connectionId"
+  `;
+  await tx.$executeRaw`
+    DELETE FROM "PartyOpeningBalance"
+    WHERE "personId" = ${dupId}
+      AND EXISTS (
+        SELECT 1 FROM "PartyOpeningBalance" AS k WHERE k."personId" = ${keeperId}
+      )
+  `;
+
+  for (const table of tables) {
+    await tx.$executeRawUnsafe(
+      `UPDATE "${table}" SET "personId" = $1 WHERE "personId" = $2`,
+      keeperId,
+      dupId,
+    );
+  }
+
+  await tx.$executeRaw`
+    UPDATE "Lead" SET "convertedPersonId" = ${keeperId} WHERE "convertedPersonId" = ${dupId}
+  `;
+  await tx.$executeRaw`
+    UPDATE "MontifyLink"
+    SET "entityId" = ${keeperId}
+    WHERE "entityType" = 'customer' AND "entityId" = ${dupId}
+  `;
+  await tx.$executeRaw`
+    UPDATE "Notification"
+    SET "entityId" = ${keeperId}
+    WHERE "entityType" = 'person' AND "entityId" = ${dupId}
+  `;
+  await tx.$executeRaw`
+    UPDATE "GamificationTransaction"
+    SET "entityId" = ${keeperId}
+    WHERE "entityType" = 'person' AND "entityId" = ${dupId}
+  `;
+  await tx.$executeRaw`
+    UPDATE "FinancialAuditLog"
+    SET "entityId" = ${keeperId}
+    WHERE "entityType" = 'person' AND "entityId" = ${dupId}
+  `;
+}
+
+export async function mergeSameMobilePeople(
+  prisma: PrismaClient,
+  organizationId: string,
+  apply: boolean,
+) {
+  const people = await prisma.person.findMany({
+    where: { organizationId },
+    select: personSelect,
+    orderBy: { createdAt: 'asc' },
+  });
+  const groups = new Map<string, PersonRow[]>();
+  for (const person of people) {
+    const key = canonicalIranMobile(person.mobile) ?? canonicalIranMobile(person.phone);
+    if (!key) continue;
+    const list = groups.get(key) ?? [];
+    list.push(person);
+    groups.set(key, list);
+  }
+
+  const duplicateGroups = [...groups.entries()].filter(([, list]) => list.length > 1);
+  const preview = duplicateGroups.map(([mobile, list]) => ({
+    mobile,
+    people: list.map((person) => ({
+      id: person.id,
+      stored: person.mobile,
+      name: `${person.firstName} ${person.lastName}`.trim(),
+    })),
+  }));
+
+  if (!apply) {
+    const needsRewrite = people.filter((person) => {
+      const canon = canonicalIranMobile(person.mobile) ?? canonicalIranMobile(person.phone);
+      return Boolean(canon && (person.mobile !== canon || canonicalIranMobile(person.phone)));
+    }).length;
+    return { merged: 0, rewritten: 0, needsRewrite, failed: 0, groups: preview };
+  }
+
+  const tables = await personIdTables(prisma);
+  let merged = 0;
+  let rewritten = 0;
+  let failed = 0;
+
+  for (const [canon, list] of groups) {
+    const ordered = [...list].sort((a, b) => {
+      const aTahesab = a.importSource === 'tahesab' ? 0 : 1;
+      const bTahesab = b.importSource === 'tahesab' ? 0 : 1;
+      if (aTahesab !== bTahesab) return aTahesab - bTahesab;
+      return a.createdAt.getTime() - b.createdAt.getTime() || a.id.localeCompare(b.id);
+    });
+    const [keeper, ...extras] = ordered;
+    if (!keeper) continue;
+    if (!extras.length) {
+      const phoneCanon = canonicalIranMobile(keeper.phone);
+      const data: Prisma.PersonUpdateInput = {};
+      if (keeper.mobile !== canon) data.mobile = canon;
+      if (phoneCanon && keeper.phone !== phoneCanon) data.phone = phoneCanon;
+      if (Object.keys(data).length) {
+        await prisma.person.update({ where: { id: keeper.id }, data });
+        rewritten += 1;
+      }
+      continue;
+    }
+
+    try {
+      await prisma.$transaction(
+        async (tx) => {
+          await tx.person.update({
+            where: { id: keeper.id },
+            data: mergedFields(keeper, extras, canon),
+          });
+          for (const extra of extras) {
+            await moveLinks(tx, tables, keeper.id, extra.id);
+            await tx.person.delete({ where: { id: extra.id } });
+            merged += 1;
+          }
+        },
+        { timeout: 60_000 },
+      );
+    } catch (error) {
+      failed += 1;
+      console.error(
+        `merge mobile ${canon} failed`,
+        error instanceof Error ? error.message : error,
+      );
+    }
+  }
+
+  return { merged, rewritten, needsRewrite: 0, failed, groups: preview };
+}
+
+function loadEnv(file: string) {
+  const text = readFileSync(file, 'utf8');
+  for (const line of text.split(/\r?\n/)) {
+    const match = line.match(/^([A-Za-z0-9_]+)=(.*)$/);
+    if (!match || process.env[match[1]]) continue;
+    let value = match[2].trim();
+    if (
+      (value.startsWith('"') && value.endsWith('"')) ||
+      (value.startsWith("'") && value.endsWith("'"))
+    ) {
+      value = value.slice(1, -1);
+    }
+    process.env[match[1]] = value;
+  }
+}
+
+const direct = process.argv[1]?.replace(/\\/g, '/').includes('merge-same-mobile');
+if (direct) {
+  loadEnv(resolve(__dirname, '../../.env'));
+  const orgId = process.argv.find((arg) => arg.startsWith('--org='))?.slice(6);
+  const apply = process.argv.includes('--apply');
+  if (!orgId) {
+    console.error('org id required: --org=<id>');
+    process.exit(1);
+  }
+  const prisma = new PrismaClient();
+  mergeSameMobilePeople(prisma, orgId, apply)
+    .then((result) => {
+      console.log(JSON.stringify({
+        apply,
+        merged: result.merged,
+        rewritten: result.rewritten,
+        needsRewrite: result.needsRewrite,
+        groupCount: result.groups.length,
+        groups: result.groups,
+      }, null, 2));
+    })
+    .catch((error) => {
+      console.error(error);
+      process.exitCode = 1;
+    })
+    .finally(() => prisma.$disconnect());
+}

apps/api/src/contacts/normalize.ts

@@ -1,19 +1,62 @@
-export function emptyToNull(value?: string | null): string | null {
-  if (value == null) return null;
-  const trimmed = value.trim();
-  return trimmed.length ? trimmed : null;
-}
-
-export function normalizeEmail(value?: string | null): string | null {
-  const v = emptyToNull(value);
-  return v ? v.toLowerCase() : null;
-}
-
-/** Keep digits and leading + for Iranian/international numbers. */
-export function normalizePhone(value?: string | null): string | null {
-  const v = emptyToNull(value);
-  if (!v) return null;
-  const cleaned = v.replace(/[^\d+]/g, '');
-  return cleaned.length ? cleaned : null;
-}
-
+export function emptyToNull(value?: string | null): string | null {
+  if (value == null) return null;
+  const trimmed = value.trim();
+  return trimmed.length ? trimmed : null;
+}
+
+export function normalizeEmail(value?: string | null): string | null {
+  const v = emptyToNull(value);
+  return v ? v.toLowerCase() : null;
+}
+
+const FA_DIGITS = '۰۱۲۳۴۵۶۷۸۹';
+const AR_DIGITS = '٠١٢٣٤٥٦٧٨٩';
+
+/** ارقام فارسی و عربی را به لاتین برمی‌گرداند تا از شماره حذف نشوند. */
+function latinDigits(value: string): string {
+  return value.replace(/[۰-۹٠-٩]/g, (ch) => {
+    const fa = FA_DIGITS.indexOf(ch);
+    return String(fa >= 0 ? fa : AR_DIGITS.indexOf(ch));
+  });
+}
+
+/** Keep digits and leading + for Iranian/international numbers. */
+export function normalizePhone(value?: string | null): string | null {
+  const v = emptyToNull(value);
+  if (!v) return null;
+  const cleaned = latinDigits(v).replace(/[^\d+]/g, '');
+  return cleaned.length ? cleaned : null;
+}
+
+/** موبایل ایران به شکل 09xxxxxxxxx. 912… و 98912… و +98912… همان شماره‌اند. */
+export function canonicalIranMobile(value?: string | null): string | null {
+  const n = normalizePhone(value);
+  if (!n) return null;
+  let d = n.replace(/\D/g, '');
+  if (!d) return null;
+  if (d.startsWith('0098') && d.length >= 14) d = d.slice(4);
+  else if (d.startsWith('98') && d.length >= 12) d = d.slice(2);
+  if (d.length === 10 && d.startsWith('9')) d = `0${d}`;
+  return /^09\d{9}$/.test(d) ? d : null;
+}
+
+/** شکل‌هایی که ممکن است همین موبایل با آن‌ها ذخیره شده باشد. */
+export function iranMobileLookupKeys(value?: string | null): string[] {
+  const canon = canonicalIranMobile(value);
+  if (!canon) return [];
+  const core = canon.slice(1);
+  return [canon, core, `98${core}`, `+98${core}`, `0098${core}`];
+}
+
+/** برای تطبیق: اگر موبایل ایران است همه شکل‌ها، وگرنه همان متن نرمال‌شده. */
+export function phoneIdentityKeys(value?: string | null): string[] {
+  const keys = iranMobileLookupKeys(value);
+  if (keys.length) return keys;
+  const n = normalizePhone(value);
+  return n ? [n] : [];
+}
+
+/** ذخیره: موبایل ایران همیشه 09… ؛ بقیه شماره‌ها فقط تمیز می‌شوند. */
+export function storedPhoneNumber(value?: string | null): string | null {
+  return canonicalIranMobile(value) ?? normalizePhone(value);
+}

apps/api/src/contacts/people.controller.ts

@@ -18,6 +18,7 @@ import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RequirePermission, SectionPermissionGuard } from '../auth/section-permission.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { OrgModuleGuard } from '../billing/org-module.guard';
@@ -33,8 +34,9 @@ const excelUpload = FileInterceptor('file', {
 });
 
 @Controller('people')
-@UseGuards(JwtAuthGuard, OrgModuleGuard)
+@UseGuards(JwtAuthGuard, OrgModuleGuard, SectionPermissionGuard)
 @RequireOrgModule('customers')
+@RequirePermission('customers')
 export class PeopleController {
   constructor(
     private readonly peopleService: PeopleService,
@@ -59,6 +61,8 @@ export class PeopleController {
         province: query.province,
         city: query.city,
         hasMobile,
+        disc: query.disc,
+        groupId: query.groupId,
       },
     );
   }
@@ -75,6 +79,8 @@ export class PeopleController {
       province: query.province,
       city: query.city,
       hasMobile,
+      disc: query.disc,
+      groupId: query.groupId,
     });
   }
 
@@ -83,6 +89,11 @@ export class PeopleController {
     return this.peopleService.sourceStats(user);
   }
 
+  @Get('group-stats')
+  groupStats(@CurrentUser() user: Actor) {
+    return this.peopleService.groupStats(user);
+  }
+
   @Get('export')
   async export(
     @CurrentUser() user: Actor,

apps/api/src/contacts/people.service.ts

@@ -10,6 +10,7 @@ import {
 } from '@nestjs/common';
 import type {
   CreatePersonRequest,
+  CustomerGroupDto,
   FilteredIdsResponse,
   PaginatedResponse,
   PersonDto,
@@ -17,39 +18,54 @@ import type {
   PersonMood,
   UpdatePersonRequest,
 } from '@mento/shared';
-import { FILTERED_IDS_MAX } from '@mento/shared';
+import {
+  FILTERED_IDS_MAX,
+  PERSON_MOODS,
+  applyPersonGenderTitle,
+  splitPersonHonorific,
+} from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { OutboundSmsLogService } from '../outbound-sms/outbound-sms-log.service';
 import { CompaniesService } from './companies.service';
-import { emptyToNull, normalizeEmail, normalizePhone } from './normalize';
+import {
+  emptyToNull,
+  normalizeEmail,
+  phoneIdentityKeys,
+  storedPhoneNumber,
+} from './normalize';
 import {
   asAddresses,
   asCustomFields,
   toJsonAddresses,
   toJsonCustomFields,
 } from '../common/custom-fields';
+import { customersPersonWhere } from '../common/data-access';
 import {
   type Actor,
-  canReassignOwner,
-  ownerWhere,
   resolveOwnerId,
 } from '../common/record-scope';
+import { actorCanAssignToOthers, assertAssigneeSet } from '../common/assign-access';
 import { LoyaltyService } from '../loyalty/loyalty.service';
 import { AutomationsService } from '../automations/automations.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
 import { WebhooksService } from '../public-api/webhooks.service';
 import { GamificationService } from '../gamification/gamification.service';
 import { parseBirthDate } from '../common/excel';
-import { SmsService } from '../common/sms.service';
+import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
 import { selectMonthBirthdays } from './birthday-month';
 import { renderSmsText } from '../common/sms-text';
 import { normalizeTags } from '../common/tags';
-import { buildSearchWhere, ci } from '../common/search';
+import { buildSearchWhere, ci, splitCsv } from '../common/search';
 import {
   normalizePersonImportSource,
   personImportSourceLabel,
 } from './person-source';
+import { BehaviorAccessService } from '../behavior/behavior-access.service';
+import {
+  CustomerGroupsService,
+  groupSummarySelect,
+} from '../customer-groups/customer-groups.service';
 
 const personInclude = {
   company: { select: { id: true, name: true, province: true, city: true } },
@@ -57,12 +73,18 @@ const personInclude = {
   loyaltyTier: {
     select: { id: true, name: true, minPoints: true, color: true },
   },
+  groupLinks: {
+    select: { source: true, group: { select: groupSummarySelect } },
+    orderBy: [{ group: { position: 'asc' } }, { group: { name: 'asc' } }],
+  },
 } satisfies Prisma.PersonInclude;
 
 type PersonRow = {
   id: string;
   firstName: string;
   lastName: string;
+  gender: string;
+  showGenderInName: boolean;
   previousFirstName: string | null;
   previousLastName: string | null;
   importSource: string;
@@ -98,8 +120,28 @@ type PersonRow = {
     minPoints: number;
     color: string | null;
   } | null;
+  discLabel: string | null;
+  discReliable: boolean;
+  discAssessedAt: Date | null;
+  groupLinks: Array<{ source: string; group: { id: string; name: string; color: string } }>;
 };
 
+function discFilter(raw: string | undefined): Prisma.PersonWhereInput | null {
+  const value = raw?.trim().toUpperCase();
+  if (!value || !/^[DISC](\/[DISC]){0,3}$/.test(value)) return null;
+  if (value.includes('/')) {
+    return { discReliable: true, discLabel: value };
+  }
+  return {
+    discReliable: true,
+    OR: [
+      { discLabel: value },
+      { discLabel: { startsWith: `${value}/` } },
+      { discLabel: { contains: `/${value}` } },
+    ],
+  };
+}
+
 @Injectable()
 export class PeopleService implements OnModuleInit {
   private readonly logger = new Logger(PeopleService.name);
@@ -111,24 +153,30 @@ export class PeopleService implements OnModuleInit {
     private readonly messageAutomations: MessageAutomationsService,
     private readonly webhooks: WebhooksService,
     private readonly game: GamificationService,
-    private readonly sms: SmsService,
+    private readonly sms: SmsGatewayService,
     private readonly outboundSms: OutboundSmsLogService,
+    private readonly behaviorAccess: BehaviorAccessService,
+    private readonly groups: CustomerGroupsService,
   ) {}
 
   private personListWhere(
     actor: Actor,
     q?: string,
     opts?: {
-      mood?: PersonMood;
+      mood?: string;
       importSource?: string;
       province?: string;
       city?: string;
       hasMobile?: boolean;
+      disc?: string;
+      groupId?: string;
     },
   ): Prisma.PersonWhereInput {
-    const sourceFilter = opts?.importSource?.trim()
-      ? normalizePersonImportSource(opts.importSource)
-      : undefined;
+    const sources = [...new Set(splitCsv(opts?.importSource).map(normalizePersonImportSource))];
+    const moods = splitCsv(opts?.mood).filter((m): m is PersonMood =>
+      (PERSON_MOODS as readonly string[]).includes(m),
+    );
+    const groupIds = splitCsv(opts?.groupId);
     const search = buildSearchWhere<Prisma.PersonWhereInput>(q, (t) => [
       { firstName: ci(t) },
       { lastName: ci(t) },
@@ -166,11 +214,14 @@ export class PeopleService implements OnModuleInit {
     if (opts?.hasMobile) {
       and.push({ mobile: { not: null } }, { NOT: { mobile: '' } });
     }
+    const disc = discFilter(opts?.disc);
+    if (disc) and.push(disc);
+    if (groupIds.length) and.push({ groupLinks: { some: { groupId: { in: groupIds } } } });
     return {
       organizationId: actor.organizationId,
-      ...ownerWhere(actor),
-      ...(opts?.mood ? { mood: opts.mood } : {}),
-      ...(sourceFilter ? { importSource: sourceFilter } : {}),
+      ...customersPersonWhere(actor),
+      ...(moods.length ? { mood: { in: moods } } : {}),
+      ...(sources.length ? { importSource: { in: sources } } : {}),
       ...(and.length ? { AND: and } : {}),
     };
   }
@@ -181,15 +232,18 @@ export class PeopleService implements OnModuleInit {
     page = 1,
     limit = 20,
     opts?: {
-      mood?: PersonMood;
+      mood?: string;
       sort?: 'name' | 'newest';
       importSource?: string;
       province?: string;
       city?: string;
       hasMobile?: boolean;
+      disc?: string;
+      groupId?: string;
     },
   ): Promise<PaginatedResponse<PersonDto>> {
-    const where = this.personListWhere(actor, q, opts);
+    const seeDisc = await this.behaviorAccess.canView(actor);
+    const where = this.personListWhere(actor, q, seeDisc ? opts : { ...opts, disc: undefined });
 
     const [rows, total] = await this.prisma.$transaction([
       this.prisma.person.findMany({
@@ -206,7 +260,7 @@ export class PeopleService implements OnModuleInit {
     ]);
 
     return {
-      items: rows.map((row) => this.toDto(row)),
+      items: rows.map((row) => this.toDto(row, seeDisc)),
       total,
       page,
       limit,
@@ -217,15 +271,18 @@ export class PeopleService implements OnModuleInit {
     actor: Actor,
     q?: string,
     opts?: {
-      mood?: PersonMood;
+      mood?: string;
       importSource?: string;
       province?: string;
       city?: string;
       hasMobile?: boolean;
+      disc?: string;
+      groupId?: string;
     },
     max = FILTERED_IDS_MAX,
   ): Promise<FilteredIdsResponse> {
-    const where = this.personListWhere(actor, q, opts);
+    const seeDisc = await this.behaviorAccess.canView(actor);
+    const where = this.personListWhere(actor, q, seeDisc ? opts : { ...opts, disc: undefined });
     const total = await this.prisma.person.count({ where });
     if (total > max) {
       throw new BadRequestException(
@@ -246,7 +303,7 @@ export class PeopleService implements OnModuleInit {
       by: ['importSource'],
       where: {
         organizationId: actor.organizationId,
-        ...ownerWhere(actor),
+        ...customersPersonWhere(actor),
       },
       _count: { _all: true },
     });
@@ -259,6 +316,38 @@ export class PeopleService implements OnModuleInit {
       .sort((a, b) => b.count - a.count);
   }
 
+  /** آمار گروه برای فیلتر اشخاص — فقط افراد در دسترس کاربر */
+  async groupStats(actor: Actor): Promise<CustomerGroupDto[]> {
+    const counts = await this.prisma.personGroupLink.groupBy({
+      by: ['groupId'],
+      where: {
+        person: {
+          organizationId: actor.organizationId,
+          ...customersPersonWhere(actor),
+        },
+      },
+      _count: { _all: true },
+    });
+    if (!counts.length) return [];
+    const countMap = new Map(counts.map((c) => [c.groupId, c._count._all]));
+    const groups = await this.prisma.customerGroup.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        id: { in: counts.map((c) => c.groupId) },
+      },
+      orderBy: [{ position: 'asc' }, { name: 'asc' }],
+    });
+    return groups.map((g) => ({
+      id: g.id,
+      name: g.name,
+      color: g.color,
+      position: g.position,
+      fromTahesab: Boolean(g.tahesabGid),
+      personCount: countMap.get(g.id) ?? 0,
+      companyCount: 0,
+    }));
+  }
+
   onModuleInit() {
     void this.backfillStoredBirthDates();
   }
@@ -315,7 +404,10 @@ export class PeopleService implements OnModuleInit {
     input: { mobile?: string | null; email?: string | null; birthDate: Date },
   ) {
     const or: Prisma.PersonWhereInput[] = [];
-    if (input.mobile) or.push({ mobile: input.mobile });
+    const mobileKeys = phoneIdentityKeys(input.mobile);
+    if (mobileKeys.length) {
+      or.push({ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } });
+    }
     if (input.email) or.push({ email: input.email });
     if (!or.length) return;
     await this.prisma.person.updateMany({
@@ -326,11 +418,11 @@ export class PeopleService implements OnModuleInit {
 
   async get(actor: Actor, id: string): Promise<PersonDto> {
     const row = await this.prisma.person.findFirst({
-      where: { id, organizationId: actor.organizationId, ...ownerWhere(actor) },
+      where: { id, organizationId: actor.organizationId, ...customersPersonWhere(actor) },
       include: personInclude,
     });
     if (!row) throw new NotFoundException('شخص پیدا نشد');
-    return this.toDto(row);
+    return this.toDto(row, await this.behaviorAccess.canView(actor));
   }
 
   async create(actor: Actor, dto: CreatePersonRequest): Promise<PersonDto> {
@@ -340,17 +432,25 @@ export class PeopleService implements OnModuleInit {
     }
 
     const registeredAt = dto.registeredAt ? new Date(dto.registeredAt) : null;
+    const named = applyPersonGenderTitle({
+      firstName: dto.firstName ?? '',
+      lastName: dto.lastName ?? '',
+      gender: dto.gender,
+      showGenderInName: dto.showGenderInName,
+    });
     const data: Prisma.PersonUncheckedCreateInput = {
       organizationId: actor.organizationId,
-      firstName: (dto.firstName ?? '').trim(),
-      lastName: (dto.lastName ?? '').trim(),
+      firstName: named.firstName,
+      lastName: named.lastName,
+      gender: named.gender,
+      showGenderInName: named.showGenderInName,
       previousFirstName: emptyToNull(dto.previousFirstName),
       previousLastName: emptyToNull(dto.previousLastName),
       importSource: normalizePersonImportSource(dto.importSource),
       sourceRef: emptyToNull(dto.sourceRef),
       email: normalizeEmail(dto.email),
-      phone: normalizePhone(dto.phone),
-      mobile: normalizePhone(dto.mobile),
+      phone: storedPhoneNumber(dto.phone),
+      mobile: storedPhoneNumber(dto.mobile),
       position: emptyToNull(dto.position),
       website: emptyToNull(dto.website),
       instagram: emptyToNull(dto.instagram),
@@ -361,18 +461,24 @@ export class PeopleService implements OnModuleInit {
       mood: dto.mood ?? 'newcomer',
       tags: normalizeTags(dto.tags),
       companyId,
-      ownerId: resolveOwnerId(actor, dto.ownerId),
+      ownerId: resolveOwnerId(
+        actor,
+        dto.ownerId,
+        await actorCanAssignToOthers(this.prisma, actor, 'customers'),
+      ),
       customFields: toJsonCustomFields(dto.customFields),
       ...(registeredAt && !Number.isNaN(registeredAt.getTime())
         ? { createdAt: registeredAt }
         : {}),
     };
     await this.assertNoDuplicate(actor.organizationId, data);
+    const groupIds = await this.groups.validIds(actor.organizationId, dto.groupIds);
 
     const row = await this.prisma.person.create({
       data,
       include: personInclude,
     });
+    if (groupIds.length) await this.groups.addPersonGroups(row.id, groupIds);
     await this.loyalty.applyWelcomePoints(actor.organizationId, row.id);
     const createdCtx = {
       organizationId: actor.organizationId,
@@ -407,7 +513,7 @@ export class PeopleService implements OnModuleInit {
       where: { id: row.id },
       include: personInclude,
     });
-    return this.toDto(fresh ?? row);
+    return this.toDto(fresh ?? row, await this.behaviorAccess.canView(actor));
   }
 
   async update(
@@ -418,8 +524,32 @@ export class PeopleService implements OnModuleInit {
     await this.ensureExists(actor, id);
 
     const data: Prisma.PersonUncheckedUpdateInput = {};
-    if (dto.firstName !== undefined) data.firstName = dto.firstName.trim();
-    if (dto.lastName !== undefined) data.lastName = dto.lastName.trim();
+    const touchesName =
+      dto.firstName !== undefined ||
+      dto.lastName !== undefined ||
+      dto.gender !== undefined ||
+      dto.showGenderInName !== undefined;
+    if (touchesName) {
+      const existing = await this.prisma.person.findFirst({
+        where: { id, organizationId: actor.organizationId },
+        select: { firstName: true, lastName: true, gender: true, showGenderInName: true },
+      });
+      if (!existing) throw new NotFoundException('شخص پیدا نشد');
+      const bare = splitPersonHonorific(existing.firstName, existing.lastName);
+      const storedGender =
+        existing.gender === 'male' || existing.gender === 'female' ? existing.gender : 'none';
+      const named = applyPersonGenderTitle({
+        firstName: dto.firstName !== undefined ? dto.firstName : bare.firstName,
+        lastName: dto.lastName !== undefined ? dto.lastName : bare.lastName,
+        gender: dto.gender !== undefined ? dto.gender : storedGender,
+        showGenderInName:
+          dto.showGenderInName !== undefined ? dto.showGenderInName : existing.showGenderInName,
+      });
+      data.firstName = named.firstName;
+      data.lastName = named.lastName;
+      data.gender = named.gender;
+      data.showGenderInName = named.showGenderInName;
+    }
     if ('previousFirstName' in dto) {
       data.previousFirstName = emptyToNull(dto.previousFirstName);
     }
@@ -431,8 +561,8 @@ export class PeopleService implements OnModuleInit {
     }
     if ('sourceRef' in dto) data.sourceRef = emptyToNull(dto.sourceRef);
     if ('email' in dto) data.email = normalizeEmail(dto.email);
-    if ('phone' in dto) data.phone = normalizePhone(dto.phone);
-    if ('mobile' in dto) data.mobile = normalizePhone(dto.mobile);
+    if ('phone' in dto) data.phone = storedPhoneNumber(dto.phone);
+    if ('mobile' in dto) data.mobile = storedPhoneNumber(dto.mobile);
     if ('position' in dto) data.position = emptyToNull(dto.position);
     if ('website' in dto) data.website = emptyToNull(dto.website);
     if ('instagram' in dto) data.instagram = emptyToNull(dto.instagram);
@@ -456,11 +586,21 @@ export class PeopleService implements OnModuleInit {
       }
       data.companyId = nextCompanyId;
     }
-    if (dto.ownerId !== undefined && canReassignOwner(actor.role)) {
-      data.ownerId = resolveOwnerId(actor, dto.ownerId);
+    if (dto.ownerId !== undefined) {
+      const current = await this.prisma.person.findFirst({
+        where: { id, organizationId: actor.organizationId },
+        select: { ownerId: true },
+      });
+      const nextOwner = emptyToNull(dto.ownerId ?? null);
+      await assertAssigneeSet(this.prisma, actor, 'customers', [nextOwner], [current?.ownerId]);
+      data.ownerId = nextOwner ?? actor.userId;
     }
 
     await this.assertNoDuplicate(actor.organizationId, data, id);
+    if (dto.groupIds !== undefined) {
+      const groupIds = await this.groups.validIds(actor.organizationId, dto.groupIds);
+      await this.groups.setPersonGroups(id, groupIds);
+    }
     const row = await this.prisma.person.update({
       where: { id },
       data,
@@ -473,7 +613,7 @@ export class PeopleService implements OnModuleInit {
       email: row.email,
       companyId: row.companyId,
     });
-    return this.toDto(row);
+    return this.toDto(row, await this.behaviorAccess.canView(actor));
   }
 
   async remove(actor: Actor, id: string): Promise<void> {
@@ -488,7 +628,7 @@ export class PeopleService implements OnModuleInit {
       where: {
         id: { in: unique },
         organizationId: actor.organizationId,
-        ...ownerWhere(actor),
+        ...customersPersonWhere(actor),
       },
     });
     return { deleted: res.count };
@@ -496,7 +636,7 @@ export class PeopleService implements OnModuleInit {
 
   private async ensureExists(actor: Actor, id: string) {
     const found = await this.prisma.person.findFirst({
-      where: { id, organizationId: actor.organizationId, ...ownerWhere(actor) },
+      where: { id, organizationId: actor.organizationId, ...customersPersonWhere(actor) },
       select: { id: true },
     });
     if (!found) throw new NotFoundException('شخص پیدا نشد');
@@ -509,10 +649,13 @@ export class PeopleService implements OnModuleInit {
   ) {
     const email = typeof data.email === 'string' ? data.email : null;
     const mobile = typeof data.mobile === 'string' ? data.mobile : null;
+    const mobileKeys = phoneIdentityKeys(mobile);
 
     const or: Prisma.PersonWhereInput[] = [];
     if (email) or.push({ email });
-    if (mobile) or.push({ mobile });
+    if (mobileKeys.length) {
+      or.push({ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } });
+    }
     if (!or.length) return;
 
     const clash = await this.prisma.person.findFirst({
@@ -634,7 +777,12 @@ export class PeopleService implements OnModuleInit {
       company: person.company?.name ?? '',
     });
     if (!message) throw new BadRequestException('متن پیامک خالی است.');
-    const result = await this.sms.sendSmsDetailed(mobile, message);
+    const result = await this.sms.send({
+      organizationId: actor.organizationId,
+      phone: mobile,
+      text: message,
+      source: 'manual',
+    });
     await this.outboundSms.record({
       organizationId: actor.organizationId,
       personId: person.id,
@@ -647,9 +795,11 @@ export class PeopleService implements OnModuleInit {
     });
     if (!result.ok) {
       throw new ServiceUnavailableException(
-        result.reason === 'SMS not configured'
-          ? 'ارسال پیامک روی سرور فعال نیست.'
-          : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
+        result.blocked
+          ? 'ارسال پیامک به‌خاطر محدودیت اعتبار مسدود است.'
+          : result.reason === 'SMS not configured'
+            ? 'ارسال پیامک روی سرور فعال نیست.'
+            : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
       );
     }
     return { ok: true };
@@ -670,7 +820,12 @@ export class PeopleService implements OnModuleInit {
       company: person.company?.name ?? '',
     });
     if (!message) throw new BadRequestException('متن پیامک خالی است.');
-    const result = await this.sms.sendSmsDetailed(mobile, message);
+    const result = await this.sms.send({
+      organizationId: actor.organizationId,
+      phone: mobile,
+      text: message,
+      source: 'manual',
+    });
     await this.outboundSms.record({
       organizationId: actor.organizationId,
       personId: person.id,
@@ -683,9 +838,11 @@ export class PeopleService implements OnModuleInit {
     });
     if (!result.ok) {
       throw new ServiceUnavailableException(
-        result.reason === 'SMS not configured'
-          ? 'ارسال پیامک روی سرور فعال نیست.'
-          : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
+        result.blocked
+          ? 'ارسال پیامک به‌خاطر محدودیت اعتبار مسدود است.'
+          : result.reason === 'SMS not configured'
+            ? 'ارسال پیامک روی سرور فعال نیست.'
+            : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
       );
     }
     return { ok: true };
@@ -697,7 +854,7 @@ export class PeopleService implements OnModuleInit {
     );
   }
 
-  private toDto(row: PersonRow): PersonDto {
+  private toDto(row: PersonRow, includeDisc: boolean): PersonDto {
     const previousFullName = `${row.previousFirstName ?? ''} ${row.previousLastName ?? ''}`.trim();
     const importSource = row.importSource || 'manual';
     return {
@@ -712,6 +869,8 @@ export class PeopleService implements OnModuleInit {
       previousImportSource: row.previousImportSource,
       previousSourceRef: row.previousSourceRef,
       fullName: `${row.firstName} ${row.lastName}`.trim(),
+      gender: row.gender === 'male' || row.gender === 'female' ? row.gender : 'none',
+      showGenderInName: row.showGenderInName,
       email: row.email,
       phone: row.phone,
       mobile: row.mobile,
@@ -734,8 +893,16 @@ export class PeopleService implements OnModuleInit {
       mood: row.mood,
       tags: row.tags ?? [],
       customFields: asCustomFields(row.customFields),
+      groups: (row.groupLinks ?? []).map((l) => ({
+        ...l.group,
+        source: l.source === 'tahesab' ? ('tahesab' as const) : ('manual' as const),
+      })),
       loyaltyPoints: row.loyaltyPoints ?? 0,
       loyaltyTier: row.loyaltyTier,
+      discLabel: includeDisc && row.discReliable ? row.discLabel : null,
+      discReliable: includeDisc ? row.discReliable : false,
+      discAssessedAt:
+        includeDisc && row.discAssessedAt ? row.discAssessedAt.toISOString() : null,
       company: row.company,
       owner: row.owner,
       createdAt: row.createdAt.toISOString(),

apps/api/src/contacts/same-mobile-merge.service.ts

@@ -0,0 +1,85 @@
+import { Injectable, Logger, type OnApplicationBootstrap } from '@nestjs/common';
+import { PrismaService } from '../prisma/prisma.service';
+import { mergeSameMobilePeople } from './merge-same-mobile';
+
+const FIX_KEY = 'person-mobile-canonical-v3';
+
+@Injectable()
+export class SameMobileMergeService implements OnApplicationBootstrap {
+  private readonly logger = new Logger(SameMobileMergeService.name);
+
+  constructor(private readonly prisma: PrismaService) {}
+
+  onApplicationBootstrap() {
+    if (process.env.NODE_ENV === 'test') return;
+    void this.run();
+  }
+
+  private async run() {
+    try {
+      const ready = await this.prisma.$queryRaw<{ ok: number }[]>`
+        SELECT 1 AS ok
+        FROM information_schema.columns
+        WHERE table_schema = 'public'
+          AND lower(table_name) = 'person'
+          AND lower(column_name) = 'gender'
+      `;
+      if (!ready.length) {
+        this.logger.warn('یکسان‌سازی موبایل رد شد: ستون gender هنوز نیست');
+        return;
+      }
+
+      await this.prisma.$executeRaw`
+        CREATE TABLE IF NOT EXISTS "DataFix" (
+          "key" TEXT PRIMARY KEY,
+          "doneAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )
+      `;
+
+      const done = await this.prisma.$queryRaw<{ key: string }[]>`
+        SELECT "key" FROM "DataFix" WHERE "key" = ${FIX_KEY}
+      `;
+      if (done.length) return;
+
+      await this.prisma.$executeRaw`SELECT pg_advisory_lock(86051205)`;
+      try {
+        const again = await this.prisma.$queryRaw<{ key: string }[]>`
+          SELECT "key" FROM "DataFix" WHERE "key" = ${FIX_KEY}
+        `;
+        if (again.length) return;
+
+        const orgs = await this.prisma.organization.findMany({ select: { id: true } });
+        let merged = 0;
+        let rewritten = 0;
+        let failed = 0;
+        for (const org of orgs) {
+          try {
+            const result = await mergeSameMobilePeople(this.prisma, org.id, true);
+            merged += result.merged;
+            rewritten += result.rewritten;
+            failed += result.failed;
+          } catch (error) {
+            failed += 1;
+            this.logger.error(
+              `یکسان‌سازی موبایل برای محیط ${org.id} انجام نشد`,
+              error instanceof Error ? error.message : String(error),
+            );
+          }
+        }
+        if (failed) return;
+        await this.prisma.$executeRaw`
+          INSERT INTO "DataFix" ("key") VALUES (${FIX_KEY})
+          ON CONFLICT ("key") DO NOTHING
+        `;
+        this.logger.log(`شماره‌های تکراری یکی شد: ${merged} ادغام، ${rewritten} بازنویسی`);
+      } finally {
+        await this.prisma.$executeRaw`SELECT pg_advisory_unlock(86051205)`;
+      }
+    } catch (error) {
+      this.logger.error(
+        'یکسان‌سازی موبایل مشتری‌ها انجام نشد',
+        error instanceof Error ? error.stack : String(error),
+      );
+    }
+  }
+}

apps/api/src/conversations/conversations.controller.ts

@@ -4,6 +4,7 @@ import { CurrentUser } from '../auth/current-user.decorator';
 import { RequireOrgModule } from '../billing/org-module.decorator';
 import { OrgModuleGuard } from '../billing/org-module.guard';
 import {
+  ConversationFileBytesDto,
   CreateConversationDmDto,
   CreateConversationGroupDto,
   CreateConversationChannelDto,
@@ -19,12 +20,34 @@ import {
   ToggleMessageReactionDto,
 } from './dto';
 import { ConversationsService } from './conversations.service';
+import { StorageQuotaService } from '../billing/storage-quota.service';
 
 @Controller('conversations')
 @UseGuards(JwtAuthGuard, OrgModuleGuard)
 @RequireOrgModule('conversations')
 export class ConversationsController {
-  constructor(private readonly conversations: ConversationsService) {}
+  constructor(
+    private readonly conversations: ConversationsService,
+    private readonly storage: StorageQuotaService,
+  ) {}
+
+  @Post('files/reserve')
+  reserveFile(
+    @CurrentUser() user: { organizationId: string },
+    @Body() dto: ConversationFileBytesDto,
+  ) {
+    return this.storage.assertCanAdd(user.organizationId, dto.bytes).then(() =>
+      this.storage.usageForOrganization(user.organizationId),
+    );
+  }
+
+  @Post('files/commit')
+  commitFile(
+    @CurrentUser() user: { organizationId: string },
+    @Body() dto: ConversationFileBytesDto,
+  ) {
+    return this.storage.addChat(user.organizationId, dto.bytes);
+  }
 
   @Get('access')
   access(@CurrentUser() user: { userId: string; organizationId: string; role: string }) {

apps/api/src/conversations/conversations.service.ts

@@ -656,7 +656,7 @@ export class ConversationsService {
     });
     if (!row) {
       throw new BadRequestException(
-        'تنظیمات گفتگو برای این محیط انجام نشده است. از سوپرادمین → محیط‌ها → تنظیمات گفتگو پیکربندی کنید.',
+        'تنظیمات گفتگو برای این محیط انجام نشده است. از سوپرادمین → گفتگو پیکربندی کنید.',
       );
     }
     try {

apps/api/src/conversations/dto.ts

@@ -1,9 +1,13 @@
+import { Type } from 'class-transformer';
 import {
   IsArray,
   IsBoolean,
+  IsInt,
   IsOptional,
   IsString,
+  Max,
   MaxLength,
+  Min,
   MinLength,
   ArrayMinSize,
   ArrayMaxSize,
@@ -32,6 +36,14 @@ export class UpdateConversationSettingsDto {
   downloadUrl?: string;
 }
 
+export class ConversationFileBytesDto {
+  @Type(() => Number)
+  @IsInt()
+  @Min(1)
+  @Max(100 * 1024 * 1024)
+  bytes!: number;
+}
+
 export class CreateConversationDmDto {
   @IsString()
   @MinLength(1)

apps/api/src/custom-fields/dto.ts

@@ -15,6 +15,7 @@ export enum CustomFieldEntityDto {
   person = 'person',
   company = 'company',
   deal = 'deal',
+  note = 'note',
 }
 
 export enum CustomFieldTypeDto {

apps/api/src/customer-groups/customer-groups.controller.ts

@@ -0,0 +1,80 @@
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  UseGuards,
+} from '@nestjs/common';
+import { IsIn, IsOptional, IsString, MaxLength, MinLength } from 'class-validator';
+import { CUSTOMER_GROUP_COLORS, type CustomerGroupColor } from '@mento/shared';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RolesGuard } from '../auth/roles.guard';
+import { Roles } from '../auth/roles.decorator';
+import { CurrentUser } from '../auth/current-user.decorator';
+import type { Actor } from '../common/record-scope';
+import { CustomerGroupsService } from './customer-groups.service';
+
+class CreateCustomerGroupDto {
+  @IsString()
+  @MinLength(1)
+  @MaxLength(80)
+  name!: string;
+
+  @IsOptional()
+  @IsIn([...CUSTOMER_GROUP_COLORS])
+  color?: CustomerGroupColor;
+}
+
+class UpdateCustomerGroupDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(1)
+  @MaxLength(80)
+  name?: string;
+
+  @IsOptional()
+  @IsIn([...CUSTOMER_GROUP_COLORS])
+  color?: CustomerGroupColor;
+
+  /** null گروه را اصلی می‌کند */
+  @IsOptional()
+  @IsString()
+  parentId?: string | null;
+}
+
+@Controller('customer-groups')
+@UseGuards(JwtAuthGuard, RolesGuard)
+export class CustomerGroupsController {
+  constructor(private readonly groups: CustomerGroupsService) {}
+
+  @Get()
+  list(@CurrentUser() user: Actor) {
+    return this.groups.list(user.organizationId);
+  }
+
+  @Post()
+  @Roles('owner', 'admin')
+  create(@CurrentUser() user: Actor, @Body() dto: CreateCustomerGroupDto) {
+    return this.groups.create(user.organizationId, dto);
+  }
+
+  @Patch(':id')
+  @Roles('owner', 'admin')
+  update(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateCustomerGroupDto,
+  ) {
+    return this.groups.update(user.organizationId, id, dto);
+  }
+
+  @Delete(':id')
+  @Roles('owner', 'admin')
+  async remove(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.groups.remove(user.organizationId, id);
+    return { ok: true };
+  }
+}

apps/api/src/customer-groups/customer-groups.module.ts

@@ -0,0 +1,12 @@
+import { Module } from '@nestjs/common';
+import { AuthModule } from '../auth/auth.module';
+import { CustomerGroupsController } from './customer-groups.controller';
+import { CustomerGroupsService } from './customer-groups.service';
+
+@Module({
+  imports: [AuthModule],
+  controllers: [CustomerGroupsController],
+  providers: [CustomerGroupsService],
+  exports: [CustomerGroupsService],
+})
+export class CustomerGroupsModule {}

apps/api/src/customer-groups/customer-groups.service.ts

@@ -0,0 +1,346 @@
+import {
+  BadRequestException,
+  ConflictException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import type { CustomerGroupColor, CustomerGroupDto } from '@mento/shared';
+import { CUSTOMER_GROUP_COLORS } from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+
+const NAME_MAX = 80;
+
+/** نام گروه برای مقایسه: فاصله‌های اضافه و ی/ک عربی یکسان می‌شوند */
+function normalizeGroupName(raw: string): string {
+  return raw
+    .replace(/\u064A/g, '\u06CC')
+    .replace(/\u0643/g, '\u06A9')
+    .replace(/\s+/g, ' ')
+    .trim()
+    .slice(0, NAME_MAX);
+}
+
+/** «الف، ب / ج» → ['الف', 'ب', 'ج'] */
+export function splitGroupNames(raw: string | null | undefined): string[] {
+  if (!raw) return [];
+  return [
+    ...new Set(
+      raw
+        .split(/\s*[،,/]\s*/)
+        .map(normalizeGroupName)
+        .filter(Boolean),
+    ),
+  ];
+}
+
+export const groupSummarySelect = {
+  id: true,
+  name: true,
+  color: true,
+} satisfies Prisma.CustomerGroupSelect;
+
+@Injectable()
+export class CustomerGroupsService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async list(organizationId: string): Promise<CustomerGroupDto[]> {
+    const rows = await this.prisma.customerGroup.findMany({
+      where: { organizationId },
+      orderBy: [{ position: 'asc' }, { name: 'asc' }],
+      include: {
+        _count: { select: { people: true, companies: true } },
+        parent: { select: { name: true } },
+      },
+    });
+    return rows.map((r) => ({
+      id: r.id,
+      name: r.name,
+      color: r.color,
+      position: r.position,
+      fromTahesab: Boolean(r.tahesabGid),
+      personCount: r._count.people,
+      companyCount: r._count.companies,
+      parentId: r.parentId,
+      parentName: r.parent?.name ?? null,
+    }));
+  }
+
+  async create(
+    organizationId: string,
+    dto: { name: string; color?: CustomerGroupColor },
+  ): Promise<CustomerGroupDto> {
+    const name = this.cleanName(dto.name);
+    const max = await this.prisma.customerGroup.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    try {
+      await this.prisma.customerGroup.create({
+        data: {
+          organizationId,
+          name,
+          color: this.cleanColor(dto.color),
+          position: (max._max.position ?? -1) + 1,
+        },
+      });
+    } catch (e) {
+      throw this.mapError(e);
+    }
+    return (await this.list(organizationId)).find((g) => g.name === name)!;
+  }
+
+  async update(
+    organizationId: string,
+    id: string,
+    dto: { name?: string; color?: CustomerGroupColor; parentId?: string | null },
+  ): Promise<CustomerGroupDto> {
+    await this.require(organizationId, id);
+    const parentId =
+      dto.parentId === undefined ? undefined : dto.parentId?.trim() || null;
+    if (parentId !== undefined) {
+      await this.assertParent(organizationId, id, parentId);
+    }
+    try {
+      await this.prisma.customerGroup.update({
+        where: { id },
+        data: {
+          ...(dto.name != null ? { name: this.cleanName(dto.name) } : {}),
+          ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
+          ...(parentId !== undefined ? { parentId } : {}),
+        },
+      });
+    } catch (e) {
+      throw this.mapError(e);
+    }
+    return (await this.list(organizationId)).find((g) => g.id === id)!;
+  }
+
+  /** فقط یک سطح: گروه اصلی خودش زیرگروه نیست و گروه فرعی زیرگروه ندارد. */
+  private async assertParent(
+    organizationId: string,
+    id: string,
+    parentId: string | null,
+  ) {
+    if (parentId == null) return;
+    if (parentId === id) {
+      throw new BadRequestException('گروه نمی‌تواند زیرمجموعهٔ خودش باشد.');
+    }
+    const parent = await this.prisma.customerGroup.findFirst({
+      where: { id: parentId, organizationId },
+      select: { id: true, parentId: true },
+    });
+    if (!parent) throw new NotFoundException('گروه اصلی پیدا نشد.');
+    if (parent.parentId) {
+      throw new BadRequestException('فقط یک سطح گروه اصلی و فرعی ممکن است.');
+    }
+    const childCount = await this.prisma.customerGroup.count({
+      where: { organizationId, parentId: id },
+    });
+    if (childCount > 0) {
+      throw new BadRequestException('این گروه خودش زیرگروه دارد و نمی‌تواند فرعی شود.');
+    }
+  }
+
+  /** مشتری‌ها حذف نمی‌شوند؛ فقط این گروه از رویشان برداشته می‌شود */
+  async remove(organizationId: string, id: string): Promise<void> {
+    await this.require(organizationId, id);
+    await this.prisma.customerGroup.delete({ where: { id } });
+  }
+
+  /** شناسه‌های معتبر همین محیط (بقیه نادیده گرفته می‌شوند) */
+  async validIds(organizationId: string, ids: string[] | undefined): Promise<string[]> {
+    const unique = [...new Set((ids ?? []).map((id) => id?.trim()).filter(Boolean))];
+    if (!unique.length) return [];
+    const rows = await this.prisma.customerGroup.findMany({
+      where: { organizationId, id: { in: unique } },
+      select: { id: true },
+    });
+    if (rows.length !== unique.length) {
+      throw new BadRequestException('یکی از گروه‌های انتخاب‌شده معتبر نیست');
+    }
+    return rows.map((r) => r.id);
+  }
+
+  /** گروه‌ها با نام (برای اکسل)؛ نبود → ساخته می‌شود */
+  async idsForNames(organizationId: string, names: string[]): Promise<string[]> {
+    const clean = [...new Set(names.map(normalizeGroupName).filter(Boolean))];
+    if (!clean.length) return [];
+    const ids: string[] = [];
+    for (const name of clean) {
+      ids.push((await this.findOrCreateByName(organizationId, name)).id);
+    }
+    return ids;
+  }
+
+  private async findOrCreateByName(organizationId: string, name: string) {
+    const existing = await this.prisma.customerGroup.findFirst({
+      where: { organizationId, name: { equals: name, mode: 'insensitive' } },
+      select: { id: true, tahesabGid: true },
+    });
+    if (existing) return existing;
+    const max = await this.prisma.customerGroup.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    try {
+      return await this.prisma.customerGroup.create({
+        data: { organizationId, name, position: (max._max.position ?? -1) + 1 },
+        select: { id: true, tahesabGid: true },
+      });
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+        return this.prisma.customerGroup.findFirstOrThrow({
+          where: { organizationId, name },
+          select: { id: true, tahesabGid: true },
+        });
+      }
+      throw e;
+    }
+  }
+
+  /**
+   * گروه متناظر یک گروه ته‌حساب: اول با GID روی همان اتصال، بعد با نام.
+   * با تغییر نام در ته‌حساب گروه تکراری ساخته نمی‌شود.
+   */
+  async ensureTahesabGroup(
+    organizationId: string,
+    connectionId: string,
+    gid: string | null,
+    rawName: string,
+  ): Promise<string | null> {
+    const name = normalizeGroupName(rawName);
+    const cleanGid = gid?.trim() || null;
+    if (!name && !cleanGid) return null;
+    if (cleanGid) {
+      const byGid = await this.prisma.customerGroup.findFirst({
+        where: { organizationId, tahesabConnectionId: connectionId, tahesabGid: cleanGid },
+        select: { id: true, name: true },
+      });
+      if (byGid) {
+        if (name && byGid.name !== name) {
+          await this.prisma.customerGroup
+            .update({ where: { id: byGid.id }, data: { name } })
+            .catch(() => undefined); // نام در منتکت تکراری است؛ نام فعلی می‌ماند
+        }
+        return byGid.id;
+      }
+    }
+    if (!name) return null;
+    const group = await this.findOrCreateByName(organizationId, name);
+    if (cleanGid && !group.tahesabGid) {
+      await this.prisma.customerGroup.update({
+        where: { id: group.id },
+        data: { tahesabConnectionId: connectionId, tahesabGid: cleanGid },
+      });
+    }
+    return group.id;
+  }
+
+  /** گروه‌های دستی شخص (جایگزین کامل). منبع لینک‌هایی که می‌مانند حفظ می‌شود. */
+  async setPersonGroups(personId: string, groupIds: string[]): Promise<void> {
+    await this.prisma.$transaction([
+      this.prisma.personGroupLink.deleteMany({
+        where: { personId, groupId: { notIn: groupIds } },
+      }),
+      this.prisma.personGroupLink.createMany({
+        data: groupIds.map((groupId) => ({ personId, groupId, source: 'manual' })),
+        skipDuplicates: true,
+      }),
+    ]);
+  }
+
+  async setCompanyGroups(companyId: string, groupIds: string[]): Promise<void> {
+    await this.prisma.$transaction([
+      this.prisma.companyGroupLink.deleteMany({
+        where: { companyId, groupId: { notIn: groupIds } },
+      }),
+      this.prisma.companyGroupLink.createMany({
+        data: groupIds.map((groupId) => ({ companyId, groupId })),
+        skipDuplicates: true,
+      }),
+    ]);
+  }
+
+  /** فقط اضافه می‌کند (ایمپورت اکسل) */
+  async addPersonGroups(personId: string, groupIds: string[]): Promise<void> {
+    if (!groupIds.length) return;
+    await this.prisma.personGroupLink.createMany({
+      data: groupIds.map((groupId) => ({ personId, groupId, source: 'manual' })),
+      skipDuplicates: true,
+    });
+  }
+
+  async addCompanyGroups(companyId: string, groupIds: string[]): Promise<void> {
+    if (!groupIds.length) return;
+    await this.prisma.companyGroupLink.createMany({
+      data: groupIds.map((groupId) => ({ companyId, groupId })),
+      skipDuplicates: true,
+    });
+  }
+
+  /**
+   * گروهِ آمده از ته‌حساب: گروه ته‌حسابی قبلی برداشته و این یکی گذاشته می‌شود.
+   * گروه‌های دستی دست نمی‌خورند. اگر همین گروه از قبل دستی بوده، دستی می‌ماند.
+   * @returns آیا چیزی عوض شد
+   */
+  async setPersonTahesabGroup(personId: string, groupId: string | null): Promise<boolean> {
+    const current = await this.prisma.personGroupLink.findMany({
+      where: { personId },
+      select: { groupId: true, source: true },
+    });
+    const staleTahesab = current.filter((l) => l.source === 'tahesab' && l.groupId !== groupId);
+    const alreadyLinked = groupId ? current.some((l) => l.groupId === groupId) : true;
+    if (!staleTahesab.length && alreadyLinked) return false;
+    await this.prisma.$transaction([
+      ...(staleTahesab.length
+        ? [
+            this.prisma.personGroupLink.deleteMany({
+              where: { personId, groupId: { in: staleTahesab.map((l) => l.groupId) } },
+            }),
+          ]
+        : []),
+      ...(groupId && !alreadyLinked
+        ? [this.prisma.personGroupLink.create({ data: { personId, groupId, source: 'tahesab' } })]
+        : []),
+    ]);
+    return true;
+  }
+
+  /** گروهی که موقع «ثبت در ته‌حساب» فرستاده می‌شود: اولین گروه (به ترتیب گروه‌ها) */
+  async firstGroupName(personId: string): Promise<string | null> {
+    const link = await this.prisma.personGroupLink.findFirst({
+      where: { personId },
+      orderBy: [{ group: { position: 'asc' } }, { group: { name: 'asc' } }],
+      select: { group: { select: { name: true } } },
+    });
+    return link?.group.name ?? null;
+  }
+
+  private async require(organizationId: string, id: string) {
+    const row = await this.prisma.customerGroup.findFirst({
+      where: { id, organizationId },
+      select: { id: true },
+    });
+    if (!row) throw new NotFoundException('گروه پیدا نشد');
+  }
+
+  private cleanName(raw: string): string {
+    const name = normalizeGroupName(raw ?? '');
+    if (!name) throw new BadRequestException('نام گروه لازم است');
+    return name;
+  }
+
+  private cleanColor(raw?: string): CustomerGroupColor {
+    return (CUSTOMER_GROUP_COLORS as readonly string[]).includes(raw ?? '')
+      ? (raw as CustomerGroupColor)
+      : 'teal';
+  }
+
+  private mapError(e: unknown) {
+    if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+      return new ConflictException('گروهی با این نام وجود دارد');
+    }
+    return e;
+  }
+}