fix(activities): type ActivityRow with editPolicy for API builds

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

.dockerignore

@@ -0,0 +1,15 @@
+.git
+node_modules
+**/dist
+**/.env
+**/.env.*
+apps/stt/.venv
+uploads
+docs
+e2e
+test-results
+playwright-report
+graphify-out
+.worktrees
+*.md
+crm-node_modules.tgz

.gitea/workflows/build.yml

@@ -0,0 +1,129 @@
+name: Build & Push Docker Image
+
+on:
+  push:
+    tags:
+      - "*"
+  workflow_dispatch:
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Start time
+        run: echo "BUILD_STARTED=$(date +%s)" >> "$GITHUB_ENV"
+
+      - name: Free disk space
+        id: prune
+        run: |
+          df -h / /workspace /var/lib/containerd 2>/dev/null || df -h /
+          docker builder prune -af || true
+          docker image prune -af || true
+          docker system prune -af --volumes || true
+          df -h / /workspace /var/lib/containerd 2>/dev/null || df -h /
+
+      - name: Checkout code
+        id: checkout
+        uses: actions/checkout@v4
+
+      - name: Resolve image tag
+        id: meta
+        run: |
+          if [ "${GITHUB_REF_TYPE}" = "tag" ]; then
+            TAG="${GITHUB_REF_NAME}"
+          else
+            TAG="$(git rev-parse --short HEAD)"
+          fi
+          echo "tag=${TAG}" >> "$GITHUB_OUTPUT"
+          echo "registry=dock.monsys.ir" >> "$GITHUB_OUTPUT"
+
+      - name: Build Docker images
+        id: build
+        run: |
+          set -eu
+          tag="${{ steps.meta.outputs.tag }}"
+          reg="${{ steps.meta.outputs.registry }}"
+          docker build -f Dockerfile.api -t "$reg/montact-api:$tag" -t "$reg/montact-api:latest" .
+          docker build -f Dockerfile.web -t "$reg/montact-web:$tag" -t "$reg/montact-web:latest" .
+          docker build -f Dockerfile.stt -t "$reg/montact-stt:$tag" -t "$reg/montact-stt:latest" .
+
+      # Registry login is unsolved. These two steps stay off so a tag run
+      # only proves the three images build. Remove `if: false` on both when
+      # dock.monsys.ir accepts the runner.
+      - name: Login to registry
+        id: login
+        env:
+          REGISTRY_USERNAME: ${{ secrets.REGISTRY_USERNAME }}
+          REGISTRY_PASSWORD: ${{ secrets.REGISTRY_PASSWORD }}
+        run: |
+          USER_NAME="${REGISTRY_USERNAME:-admin}"
+          printf '%s\n' "$REGISTRY_PASSWORD" | docker login "dock.monsys.ir" -u "$USER_NAME" --password-stdin
+
+      - name: Push Docker images
+        id: push
+        run: |
+          set -eu
+          tag="${{ steps.meta.outputs.tag }}"
+          reg="${{ steps.meta.outputs.registry }}"
+          for name in montact-api montact-web montact-stt; do
+            docker push "$reg/$name:$tag"
+            docker push "$reg/$name:latest"
+          done
+
+      - name: Notify Bale
+        if: always()
+        continue-on-error: true
+        env:
+          BALE_TOKEN: ${{ secrets.BALE_BOT_TOKEN || vars.BALE_BOT_TOKEN }}
+          BALE_CHAT_ID: ${{ vars.BALE_CHAT_ID }}
+          TAG: ${{ steps.meta.outputs.tag }}
+          REG: ${{ steps.meta.outputs.registry }}
+          RUN_URL: ${{ github.server_url }}/${{ github.repository }}/actions/runs/${{ github.run_number }}
+          STEP_OUTCOMES: |
+            Checkout code=${{ steps.checkout.outcome }}
+            Resolve image tag=${{ steps.meta.outcome }}
+            Build Docker images=${{ steps.build.outcome }}
+            Login to registry=${{ steps.login.outcome }}
+            Push Docker images=${{ steps.push.outcome }}
+        run: |
+          if [ -z "$BALE_TOKEN" ] || [ -z "$BALE_CHAT_ID" ]; then
+            echo "BALE_BOT_TOKEN / BALE_CHAT_ID not set in Gitea — skipping notification"
+            exit 0
+          fi
+
+          failed_step=$(printf '%s\n' "$STEP_OUTCOMES" | grep -E '=(failure|cancelled)$' | head -n1 | cut -d= -f1)
+          if [ -n "$failed_step" ]; then
+            title="❌ بیلد ناموفق"
+          elif printf '%s\n' "$STEP_OUTCOMES" | grep -q '^Push Docker images=success$'; then
+            title="✅ بیلد موفق"
+          elif printf '%s\n' "$STEP_OUTCOMES" | grep -q '^Build Docker images=success$'; then
+            title="✅ بیلد موفق؛ پوش رجیستری هنوز خاموش است"
+          else
+            title="⚠️ بیلد کامل نشد"
+          fi
+
+          commit=$(git log -1 --pretty='%h — %s' 2>/dev/null || echo "${GITHUB_SHA:0:7}")
+          elapsed=$(( $(date +%s) - ${BUILD_STARTED:-$(date +%s)} ))
+
+          text="${title}
+          پروژه: ${GITHUB_REPOSITORY}
+          تگ: ${TAG:-${GITHUB_REF_NAME}}"
+          if [ -z "$failed_step" ] && [ -n "$TAG" ]; then
+            text="${text}
+          image: ${REG}/montact-api:${TAG}
+          image: ${REG}/montact-web:${TAG}
+          image: ${REG}/montact-stt:${TAG}"
+          fi
+          [ -n "$failed_step" ] && text="${text}
+          مرحلهٔ خطا: ${failed_step}"
+          text="${text}
+          کامیت: ${commit}
+          توسط: ${GITHUB_ACTOR}
+          مدت: $((elapsed / 60))m$((elapsed % 60))s
+          لاگ: ${RUN_URL}"
+          msg_file=$(mktemp)
+          printf '%s\n' "$text" | sed 's/^[[:space:]]*//' > "$msg_file"
+
+          curl -sS -m 20 -X POST "https://tapi.bale.ai/bot${BALE_TOKEN}/sendMessage" \
+            --data-urlencode "chat_id=${BALE_CHAT_ID}" \
+            --data-urlencode "text@${msg_file}"

Dockerfile.api

@@ -0,0 +1,29 @@
+# NestJS API + Prisma. Build context is the monorepo root.
+FROM node:20-bookworm-slim AS build
+WORKDIR /app
+COPY package.json package-lock.json ./
+COPY apps/api/package.json apps/api/package.json
+COPY apps/web/package.json apps/web/package.json
+COPY packages/shared/package.json packages/shared/package.json
+RUN npm ci
+COPY apps/api apps/api
+COPY packages/shared packages/shared
+RUN npm run build -w @mento/shared \
+ && npm run prisma:generate -w @mento/api \
+ && npm run build -w @mento/api
+
+FROM node:20-bookworm-slim
+WORKDIR /app
+RUN apt-get update \
+ && apt-get install -y --no-install-recommends openssl ca-certificates \
+ && rm -rf /var/lib/apt/lists/*
+COPY --from=build /app/package.json /app/package-lock.json ./
+COPY --from=build /app/node_modules ./node_modules
+COPY --from=build /app/packages/shared ./packages/shared
+COPY --from=build /app/apps/api/package.json ./apps/api/package.json
+COPY --from=build /app/apps/api/dist ./apps/api/dist
+COPY --from=build /app/apps/api/prisma ./apps/api/prisma
+WORKDIR /app/apps/api
+ENV NODE_ENV=production
+EXPOSE 3000
+CMD ["node", "dist/src/main.js"]

Dockerfile.stt

@@ -0,0 +1,15 @@
+# Local Faster-Whisper. Not published on Ingress.
+FROM python:3.11-slim-bookworm
+RUN apt-get update \
+ && apt-get install -y --no-install-recommends ffmpeg \
+ && rm -rf /var/lib/apt/lists/*
+WORKDIR /app
+COPY apps/stt/requirements.txt ./requirements.txt
+RUN pip install --no-cache-dir -r requirements.txt
+COPY apps/stt/main.py ./main.py
+ENV STT_MODEL=small \
+    STT_DEVICE=cpu \
+    STT_COMPUTE_TYPE=int8 \
+    HF_HOME=/models
+EXPOSE 3040
+CMD ["uvicorn", "main:app", "--host", "0.0.0.0", "--port", "3040"]

Dockerfile.web

@@ -0,0 +1,16 @@
+# Vue panel. The built app calls /api on the same host; Traefik sends that to the API.
+FROM node:20-bookworm-slim AS build
+WORKDIR /app
+COPY package.json package-lock.json ./
+COPY apps/api/package.json apps/api/package.json
+COPY apps/web/package.json apps/web/package.json
+COPY packages/shared/package.json packages/shared/package.json
+RUN npm ci
+COPY apps/web apps/web
+COPY packages/shared packages/shared
+RUN npm run build -w @mento/shared && npm run build -w @mento/web
+
+FROM nginx:1.27-alpine
+COPY docker/web.nginx.conf /etc/nginx/conf.d/default.conf
+COPY --from=build /app/apps/web/dist /usr/share/nginx/html
+EXPOSE 80

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/prisma/migrations/20261107120000_voip_daftareshoma/migration.sql

@@ -0,0 +1,10 @@
+-- AlterTable
+ALTER TABLE "VoipConnection" ADD COLUMN "provider" TEXT NOT NULL DEFAULT 'generic';
+ALTER TABLE "VoipConnection" ADD COLUMN "apiTokenCiphertext" TEXT;
+ALTER TABLE "VoipConnection" ADD COLUMN "apiTokenIv" TEXT;
+ALTER TABLE "VoipConnection" ADD COLUMN "apiTokenTag" TEXT;
+ALTER TABLE "VoipConnection" ADD COLUMN "fromNumber" TEXT;
+ALTER TABLE "VoipConnection" ADD COLUMN "callerExtension" TEXT;
+
+-- CreateIndex
+CREATE INDEX "VoipConnection_organizationId_provider_idx" ON "VoipConnection"("organizationId", "provider");

apps/api/prisma/migrations/20261107140000_voip_call_line_extension/migration.sql

@@ -0,0 +1,8 @@
+-- AlterTable
+ALTER TABLE "VoipCallLog" ADD COLUMN "lineExtension" TEXT;
+
+-- CreateIndex
+CREATE INDEX "VoipCallLog_organizationId_lineExtension_idx" ON "VoipCallLog"("organizationId", "lineExtension");
+
+-- CreateIndex
+CREATE INDEX "VoipCallLog_organizationId_status_idx" ON "VoipCallLog"("organizationId", "status");

apps/api/prisma/migrations/20261108133000_payroll_amount_reasons/migration.sql

@@ -0,0 +1,4 @@
+-- AlterTable
+ALTER TABLE "FinancialPayroll" ADD COLUMN "benefitsReason" TEXT;
+ALTER TABLE "FinancialPayroll" ADD COLUMN "bonusReason" TEXT;
+ALTER TABLE "FinancialPayroll" ADD COLUMN "deductionsReason" TEXT;

apps/api/prisma/migrations/20261109170000_activity_completion_mode/migration.sql

@@ -0,0 +1,6 @@
+-- CreateEnum
+CREATE TYPE "ActivityCompletionMode" AS ENUM ('any', 'all');
+
+-- AlterTable
+ALTER TABLE "Activity" ADD COLUMN "completionMode" "ActivityCompletionMode" NOT NULL DEFAULT 'any',
+ADD COLUMN "completedByIds" TEXT[] NOT NULL DEFAULT ARRAY[]::TEXT[];

apps/api/prisma/migrations/20261111160000_activity_edit_policy/migration.sql

@@ -0,0 +1,5 @@
+-- CreateEnum
+CREATE TYPE "ActivityEditPolicy" AS ENUM ('creator', 'assignees');
+
+-- AlterTable
+ALTER TABLE "Activity" ADD COLUMN "editPolicy" "ActivityEditPolicy" NOT NULL DEFAULT 'creator';

apps/api/prisma/schema.prisma

@@ -33,6 +33,17 @@ enum ActivityStatus {
   canceled
 }
 
+enum ActivityCompletionMode {
+  any
+  all
+}
+
+/// چه کسانی می‌توانند فعالیت را ویرایش/حذف کنند (علاوه بر owner/admin)
+enum ActivityEditPolicy {
+  creator
+  assignees
+}
+
 enum ActivityPriority {
   low
   medium
@@ -295,6 +306,7 @@ model User {
   ownedInvoices          Invoice[]                @relation("InvoiceOwner")
   ownedPeople            Person[]                 @relation("PersonOwner")
   ownedCompanies         Company[]                @relation("CompanyOwner")
+  financialPartyDocuments FinancialDocument[]     @relation("FinancialDocumentParty")
   ownedProjectCards      ProjectCard[]            @relation("ProjectCardOwner")
   activities             Activity[]               @relation("ActivityAssignee")
   assignedActivities     Activity[]               @relation("ActivityAssignees")
@@ -524,6 +536,7 @@ model Company {
   customFields       Json          @default("{}")
   groupLinks         CompanyGroupLink[]
   people             Person[]
+  financialDocuments FinancialDocument[]
   deals              Deal[]
   activities         Activity[]
   smartNotes         Note[]
@@ -881,6 +894,12 @@ model Activity {
   /// زمان ارسال یادآور؛ با تغییر reminderAt پاک می‌شود
   reminderSentAt    DateTime?
   completedAt       DateTime?
+  /// any = با انجام یکی بسته می‌شود؛ all = هر مسئول باید سهم خودش را بزند
+  completionMode    ActivityCompletionMode @default(any)
+  /// مسئولانی که سهم خود را در حالت all ثبت کرده‌اند
+  completedByIds    String[]         @default([])
+  /// creator = فقط ایجادکننده؛ assignees = ایجادکننده + همهٔ مسئولان
+  editPolicy        ActivityEditPolicy @default(creator)
   tags              String[]         @default([])
   personId          String?
   person            Person?          @relation(fields: [personId], references: [id], onDelete: SetNull)
@@ -1841,6 +1860,13 @@ model AccountingConnection {
   lastHealthAt     DateTime?
   lastHealthOk     Boolean?
   lastError        String?
+  /// ساعت‌های بروزرسانی خودکار مشتریان (۰ تا ۲۳، وقت تهران). خالی یعنی خاموش.
+  customerSyncHours       Int[]     @default([])
+  /// نوبت claimشده، مثل 2026-11-05-08، تا در همان ساعت دو بار اجرا نشود
+  customerSyncLastSlot    String?
+  customerSyncLastRunAt   DateTime?
+  customerSyncLastSummary String?
+  customerSyncLastError   String?
   createdAt        DateTime                 @default(now())
   updatedAt        DateTime                 @updatedAt
   personLinks      PersonAccountingLink[]
@@ -2330,6 +2356,12 @@ model FinancialDocument {
   category       FinancialCategory?   @relation(fields: [categoryId], references: [id], onDelete: SetNull)
   personId       String?
   person         Person?              @relation(fields: [personId], references: [id], onDelete: SetNull)
+  companyId      String?
+  company        Company?             @relation(fields: [companyId], references: [id], onDelete: SetNull)
+  userId         String?
+  partyUser      User?                @relation("FinancialDocumentParty", fields: [userId], references: [id], onDelete: SetNull)
+  /// person | company | user | other
+  partyKind      String?
   partyName      String?
   accountId      String?
   account        FinancialAccount?    @relation("DocumentAccount", fields: [accountId], references: [id], onDelete: SetNull)
@@ -2350,6 +2382,8 @@ model FinancialDocument {
   @@index([organizationId, kind, bookedAt])
   @@index([organizationId, status])
   @@index([personId])
+  @@index([companyId])
+  @@index([userId])
 }
 
 /// گردش قطعی حساب. افتتاحیه، دریافت، پرداخت، انتقال.
@@ -2430,8 +2464,11 @@ model FinancialPayroll {
   period         String
   baseAmount     Decimal             @db.Decimal(18, 2)
   benefits       Decimal             @default(0) @db.Decimal(18, 2)
+  benefitsReason String?
   bonus          Decimal             @default(0) @db.Decimal(18, 2)
+  bonusReason    String?
   deductions     Decimal             @default(0) @db.Decimal(18, 2)
+  deductionsReason String?
   payable        Decimal             @db.Decimal(18, 2)
   dueDate        DateTime
   notes          String?
@@ -2936,18 +2973,28 @@ model MontifyWebhookDelivery {
   @@index([connectionId, createdAt])
 }
 
-/// اتصال تلفن سازمانی / سانترال (وب‌هوک عمومی)
+/// اتصال تلفن سازمانی / سانترال (وب‌هوک عمومی یا ارائه‌دهنده)
 model VoipConnection {
   id                      String        @id @default(cuid())
   organizationId          String
   organization            Organization  @relation(fields: [organizationId], references: [id], onDelete: Cascade)
   label                   String
+  /// generic | daftareshoma
+  provider                String        @default("generic")
   enabled                 Boolean       @default(true)
   webhookSecretCiphertext String?
   webhookSecretIv         String?
   webhookSecretTag        String?
-  /// قالب URL شروع تماس؛ جای {number} شماره می‌نشیند
+  /// قالب URL شروع تماس؛ جای {number} شماره می‌نشیند (generic)
   clickToCallUrl          String?
+  /// توکن Bearer API دفتر شما (رمزنگاری‌شده)
+  apiTokenCiphertext      String?
+  apiTokenIv              String?
+  apiTokenTag             String?
+  /// شماره مبدأ در تماس خروجی دفتر شما (from_number)
+  fromNumber              String?
+  /// خط/داخلی سازمان در دفتر شما (caller_extension)
+  callerExtension         String?
   lastEventAt             DateTime?
   lastError               String?
   calls                   VoipCallLog[]
@@ -2955,6 +3002,7 @@ model VoipConnection {
   updatedAt               DateTime      @updatedAt
 
   @@index([organizationId, enabled])
+  @@index([organizationId, provider])
 }
 
 model VoipCallLog {
@@ -2969,6 +3017,8 @@ model VoipCallLog {
   status               String         @default("completed")
   fromNumber           String?
   toNumber             String?
+  /// خط/داخلی سازمان که تماس روی آن بوده (مثلاً CalleeExtension دفتر شما)
+  lineExtension        String?
   personId             String?
   activityId           String?
   durationSec          Int?
@@ -2993,6 +3043,8 @@ model VoipCallLog {
 
   @@unique([connectionId, externalCallId])
   @@index([organizationId, syncedAt])
+  @@index([organizationId, lineExtension])
+  @@index([organizationId, status])
   @@index([personId])
   @@index([activityId])
   @@index([summaryStatus, summaryNextAttemptAt])
@@ -3769,3 +3821,9 @@ model AttendanceEvent {
   @@index([organizationId, userId, at])
   @@unique([organizationId, userId, kind, sessionStartedAt])
 }
+
+/// علامت یک‌بار اجرای اصلاح داده
+model DataFix {
+  key    String   @id
+  doneAt DateTime @default(now())
+}

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

@@ -438,8 +438,16 @@ export class ActivitiesController {
   }
 
   @Patch(':id/complete')
-  complete(@CurrentUser() user: Actor, @Param('id') id: string) {
-    return this.activitiesService.complete(user.organizationId, id, user);
+  complete(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Query('force') force?: string,
+    @Query('undo') undo?: string,
+  ) {
+    return this.activitiesService.complete(user.organizationId, id, user, {
+      force: force === '1' || force === 'true',
+      undo: undo === '1' || undo === 'true',
+    });
   }
 
   @Delete(':id')

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

@@ -52,6 +52,43 @@ type ActivityActor = Pick<
   'userId' | 'role' | 'priorLens' | 'priorCutoff' | 'leadsAccess' | 'teamPeerIds'
 >;
 
+function assigneeIdList(row: {
+  assigneeId?: string | null;
+  assignees?: Array<{ id: string }>;
+}): string[] {
+  const ids = row.assignees?.map((item) => item.id) ?? [];
+  if (ids.length) return [...new Set(ids)];
+  return row.assigneeId ? [row.assigneeId] : [];
+}
+
+function canForceClose(
+  actor: { userId: string; role: string },
+  createdById: string | null | undefined,
+): boolean {
+  return actor.role === 'owner' || actor.role === 'admin' || actor.userId === createdById;
+}
+
+function canMutateActivity(
+  actor: { userId: string; role: string },
+  row: {
+    createdById?: string | null;
+    editPolicy?: 'creator' | 'assignees' | null;
+    assigneeId?: string | null;
+    assignees?: Array<{ id: string }>;
+  },
+): boolean {
+  if (actor.role === 'owner' || actor.role === 'admin') return true;
+  if (row.createdById && actor.userId === row.createdById) return true;
+  if ((row.editPolicy ?? 'creator') !== 'assignees') return false;
+  return assigneeIdList(row).includes(actor.userId);
+}
+
+function reconcileAllShares(assigneeIds: string[], completedByIds: string[]) {
+  const kept = [...new Set(completedByIds.filter((id) => assigneeIds.includes(id)))];
+  const done = assigneeIds.length > 0 && assigneeIds.every((id) => kept.includes(id));
+  return { status: done ? ('done' as const) : ('open' as const), completedByIds: kept };
+}
+
 /** stageId = شناسهٔ مرحله یا 'all'؛ وقتی ست باشد فیلتر زمانی وضعیت را تحمیل نمی‌کند (جز عقب‌افتاده) */
 type StageScope = { stageId: string };
 
@@ -82,6 +119,9 @@ type ActivityRow = {
   reminderNotifySms: boolean;
   reminderSentAt: Date | null;
   completedAt: Date | null;
+  completionMode?: 'any' | 'all';
+  completedByIds?: string[];
+  editPolicy?: 'creator' | 'assignees';
   importSource?: string;
   promotedFromPriorAt?: Date | null;
   tags: string[];
@@ -186,22 +226,39 @@ export class ActivitiesService {
     return { stages, types };
   }
 
+  /** کارهای بازِ «من» که سهم‌شان ثبت شده، از میز کار شخص خارج می‌شوند. */
+  private deskScope(
+    actor: ActivityActor,
+    desk?: 'mine' | 'team',
+  ): Prisma.ActivityWhereInput {
+    if (desk !== 'mine') return activityAccessWhere(actor);
+    return {
+      AND: [
+        {
+          OR: [
+            { assigneeId: actor.userId },
+            { assignees: { some: { id: actor.userId } } },
+            { participantIds: { has: actor.userId } },
+          ],
+        },
+        {
+          NOT: {
+            completionMode: 'all',
+            status: 'open',
+            completedByIds: { has: actor.userId },
+          },
+        },
+      ],
+    };
+  }
+
   async summary(
     organizationId: string,
     actor: ActivityActor,
     desk?: 'mine' | 'team',
   ): Promise<ActivitySummaryDto> {
     const { start, end } = dayBounds();
-    const scope: Prisma.ActivityWhereInput =
-      desk === 'mine'
-        ? {
-            OR: [
-              { assigneeId: actor.userId },
-              { assignees: { some: { id: actor.userId } } },
-              { participantIds: { has: actor.userId } },
-            ],
-          }
-        : activityAccessWhere(actor);
+    const scope = this.deskScope(actor, desk);
     const prior = activityPriorWhere(actor.priorLens, actor.priorCutoff);
     const [todayCount, overdueCount] = await Promise.all([
       this.prisma.activity.count({
@@ -534,8 +591,24 @@ export class ActivitiesService {
     const stage = await this.stages.get(organizationId, stageId);
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true, completedAt: true },
+      select: {
+        status: true,
+        completedAt: true,
+        completionMode: true,
+        completedByIds: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (
+      stage.kind === 'done' &&
+      existing?.completionMode === 'all' &&
+      assigneeIdList(existing).length > 1 &&
+      !canForceClose(actor, existing.createdById)
+    ) {
+      return this.complete(organizationId, id, actor);
+    }
     const row = await this.prisma.activity.update({
       where: { id },
       data: {
@@ -550,6 +623,9 @@ export class ActivitiesService {
             : stage.kind === 'open'
               ? null
               : undefined,
+        ...(stage.kind === 'open' && existing?.status !== 'open'
+          ? { completedByIds: [] }
+          : {}),
       },
       include,
     });
@@ -675,6 +751,9 @@ export class ActivitiesService {
         assignees: assigneeIds.length
           ? { connect: assigneeIds.map((id) => ({ id })) }
           : undefined,
+        completionMode: dto.completionMode === 'all' ? 'all' : 'any',
+        completedByIds: [],
+        editPolicy: dto.editPolicy === 'assignees' ? 'assignees' : 'creator',
         createdById: userId,
       },
       include,
@@ -743,8 +822,23 @@ export class ActivitiesService {
 
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true, type: true, typeDefId: true, fields: true, participantIds: true },
+      select: {
+        status: true,
+        type: true,
+        typeDefId: true,
+        fields: true,
+        participantIds: true,
+        completionMode: true,
+        completedByIds: true,
+        editPolicy: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (!existing || !canMutateActivity(actor, existing)) {
+      throw new ForbiddenException('شما مجوز ویرایش این فعالیت را ندارید');
+    }
     const data: Prisma.ActivityUncheckedUpdateInput = {};
     if (dto.title !== undefined) data.title = dto.title.trim();
     if ('boardId' in dto) {
@@ -812,6 +906,7 @@ export class ActivitiesService {
     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;
+    let nextAssigneeIds: string[] | undefined;
     if (dto.assigneeIds !== undefined || 'assigneeId' in dto) {
       const current = await this.prisma.activity.findFirst({
         where: { id, organizationId },
@@ -839,6 +934,7 @@ export class ActivitiesService {
         );
         data.assigneeId = assigneeIds[0]!;
         assigneeConnect = assigneeIds.map((uid) => ({ id: uid }));
+        nextAssigneeIds = assigneeIds;
       } else {
         const assigneeId = emptyToNull(dto.assigneeId ?? null);
         if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
@@ -852,12 +948,44 @@ export class ActivitiesService {
         data.assigneeId = assigneeId;
         if (assigneeId) assigneeConnect = [{ id: assigneeId }];
         else assigneeConnect = [];
+        nextAssigneeIds = assigneeId ? [assigneeId] : [];
       }
     }
-    if (dto.status !== undefined) {
-      data.status = dto.status;
-      data.completedAt =
-        dto.status === 'done' ? new Date() : dto.status === 'open' ? null : undefined;
+    const modeChanged = dto.completionMode === 'any' || dto.completionMode === 'all';
+    const nextMode = modeChanged ? dto.completionMode! : (existing?.completionMode ?? 'any');
+    if (modeChanged) data.completionMode = nextMode;
+    if (dto.editPolicy === 'creator' || dto.editPolicy === 'assignees') {
+      data.editPolicy = dto.editPolicy;
+    }
+    const prevAssigneeIds = assigneeIdList(existing ?? {});
+    const nextIds = nextAssigneeIds ?? prevAssigneeIds;
+    const explicitDone = dto.status === 'done';
+    const explicitReopen = dto.status === 'open' && existing?.status !== 'open';
+    const explicitCancel = dto.status === 'canceled';
+    if (explicitDone) {
+      data.status = 'done';
+      data.completedAt = new Date();
+    } else if (explicitReopen) {
+      data.status = 'open';
+      data.completedAt = null;
+      data.completedByIds = [];
+    } else if (explicitCancel) {
+      data.status = 'canceled';
+    } else if (nextMode === 'any' && modeChanged) {
+      data.completedByIds = [];
+    } else if (nextMode === 'all' && (modeChanged || nextAssigneeIds)) {
+      const reconciled = reconcileAllShares(nextIds, existing?.completedByIds ?? []);
+      data.completedByIds = reconciled.completedByIds;
+      const finishedStaysFinished = existing?.status === 'done' && !nextAssigneeIds;
+      if (existing?.status !== 'canceled' && !finishedStaysFinished) {
+        if (reconciled.status === 'done' && existing?.status !== 'done') {
+          data.status = 'done';
+          data.completedAt = new Date();
+        } else if (reconciled.status === 'open' && existing?.status === 'done') {
+          data.status = 'open';
+          data.completedAt = null;
+        }
+      }
     }
 
     const row = await this.prisma.activity.update({
@@ -881,7 +1009,7 @@ export class ActivitiesService {
         addedParticipants.filter((uid) => !assigneeSet.has(uid)),
       );
     }
-    if (dto.status === 'done' && existing?.status !== 'done') {
+    if (data.status === 'done' && existing?.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
     return this.toDto(row, await this.ctx(organizationId));
@@ -891,18 +1019,74 @@ export class ActivitiesService {
     organizationId: string,
     id: string,
     actor: ActivityActor,
+    options: { force?: boolean; undo?: boolean } = {},
   ): Promise<ActivityDto> {
     await this.ensureExists(organizationId, id, actor);
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true },
+      select: {
+        status: true,
+        completionMode: true,
+        completedByIds: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (!existing) throw new NotFoundException('فعالیت پیدا نشد');
+    if (existing.status === 'canceled') {
+      throw new BadRequestException('فعالیت لغو شده است');
+    }
+
+    const assignees = assigneeIdList(existing);
+    const allowedForce = canForceClose(actor, existing.createdById);
+    if (options.force && !allowedForce) {
+      throw new ForbiddenException('بستن فعالیت برای همه فقط برای سازنده یا مدیر ممکن است');
+    }
+
+    if (options.undo) {
+      if (existing.completionMode !== 'all' || existing.status !== 'open') {
+        throw new BadRequestException('سهم انجام‌شده را فقط تا وقتی فعالیت باز است می‌توان لغو کرد');
+      }
+      const row = await this.prisma.activity.update({
+        where: { id },
+        data: {
+          completedByIds: existing.completedByIds.filter((uid) => uid !== actor.userId),
+        },
+        include,
+      });
+      return this.toDto(row, await this.ctx(organizationId));
+    }
+
+    const personal =
+      existing.completionMode === 'all' && assignees.length > 1 && !options.force;
+    if (!personal) {
+      const row = await this.prisma.activity.update({
+        where: { id },
+        data: { status: 'done', completedAt: new Date() },
+        include,
+      });
+      if (existing.status !== 'done') await this.fireDone(organizationId, row);
+      return this.toDto(row, await this.ctx(organizationId));
+    }
+
+    if (!assignees.includes(actor.userId)) {
+      throw new ForbiddenException('فقط مسئول این فعالیت می‌تواند سهم خودش را ثبت کند');
+    }
+    const reconciled = reconcileAllShares(assignees, [
+      ...existing.completedByIds,
+      actor.userId,
+    ]);
     const row = await this.prisma.activity.update({
       where: { id },
-      data: { status: 'done', completedAt: new Date() },
+      data: {
+        completedByIds: reconciled.completedByIds,
+        status: reconciled.status,
+        completedAt: reconciled.status === 'done' ? new Date() : null,
+      },
       include,
     });
-    if (existing?.status !== 'done') {
+    if (reconciled.status === 'done' && existing.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
     return this.toDto(row, await this.ctx(organizationId));
@@ -946,6 +1130,18 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<void> {
     await this.ensureExists(organizationId, id, actor);
+    const existing = await this.prisma.activity.findFirst({
+      where: { id, organizationId },
+      select: {
+        createdById: true,
+        editPolicy: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
+    });
+    if (!existing || !canMutateActivity(actor, existing)) {
+      throw new ForbiddenException('شما مجوز حذف این فعالیت را ندارید');
+    }
     const images = await this.prisma.activityImage.findMany({
       where: { activityId: id, organizationId },
       select: { storageKey: true, sizeBytes: true },
@@ -966,6 +1162,18 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<ActivityImageDto> {
     await this.ensureExists(organizationId, activityId, actor);
+    const gate = await this.prisma.activity.findFirst({
+      where: { id: activityId, organizationId },
+      select: {
+        createdById: true,
+        editPolicy: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
+    });
+    if (!gate || !canMutateActivity(actor, gate)) {
+      throw new ForbiddenException('شما مجوز ویرایش این فعالیت را ندارید');
+    }
     if (!file?.buffer?.length) {
       throw new BadRequestException('فایلی ارسال نشده است');
     }
@@ -1060,6 +1268,18 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<void> {
     await this.ensureExists(organizationId, activityId, actor);
+    const gate = await this.prisma.activity.findFirst({
+      where: { id: activityId, organizationId },
+      select: {
+        createdById: true,
+        editPolicy: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
+    });
+    if (!gate || !canMutateActivity(actor, gate)) {
+      throw new ForbiddenException('شما مجوز ویرایش این فعالیت را ندارید');
+    }
     const row = await this.prisma.activityImage.findFirst({
       where: { id: imageId, activityId, organizationId },
     });
@@ -1108,16 +1328,7 @@ export class ActivitiesService {
     typeRows: TypeRow[] = [],
   ): Prisma.ActivityWhereInput {
     const { start, end } = dayBounds();
-    const scope: Prisma.ActivityWhereInput =
-      desk === 'mine'
-        ? {
-            OR: [
-              { assigneeId: actor.userId },
-              { assignees: { some: { id: actor.userId } } },
-              { participantIds: { has: actor.userId } },
-            ],
-          }
-        : activityAccessWhere(actor);
+    const scope = this.deskScope(actor, desk);
     const facetAssignee = facets?.assigneeId?.trim();
     const facetTypeDef = facets?.typeDefId?.trim();
     const facetTitle = facets?.title?.trim();
@@ -1418,6 +1629,9 @@ export class ActivitiesService {
       reminderNotifySms: row.reminderNotifySms,
       reminderSentAt: row.reminderSentAt?.toISOString() ?? null,
       completedAt: row.completedAt?.toISOString() ?? null,
+      completionMode: row.completionMode ?? 'any',
+      completedByIds: row.completedByIds ?? [],
+      editPolicy: row.editPolicy ?? 'creator',
       importSource: row.importSource ?? 'manual',
       promotedFromPriorAt: row.promotedFromPriorAt?.toISOString() ?? null,
       tags: row.tags ?? [],

apps/api/src/activities/dto.ts

@@ -384,6 +384,14 @@ export class CreateActivityDto {
   @IsArray()
   @IsString({ each: true })
   assigneeIds?: string[];
+
+  @IsOptional()
+  @IsIn(['any', 'all'])
+  completionMode?: 'any' | 'all';
+
+  @IsOptional()
+  @IsIn(['creator', 'assignees'])
+  editPolicy?: 'creator' | 'assignees';
 }
 
 export class UpdateActivityDto {
@@ -484,4 +492,12 @@ export class UpdateActivityDto {
   @IsArray()
   @IsString({ each: true })
   assigneeIds?: string[];
+
+  @IsOptional()
+  @IsIn(['any', 'all'])
+  completionMode?: 'any' | 'all';
+
+  @IsOptional()
+  @IsIn(['creator', 'assignees'])
+  editPolicy?: 'creator' | 'assignees';
 }

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

@@ -19,6 +19,10 @@ import type {
   StorageUsageDto,
   SubscriptionSummaryDto,
 } from '@mento/shared';
+import {
+  parseUserTreasuryAccess,
+  permissionsWithTreasuryOverride,
+} from '@mento/shared';
 import { Prisma } from '@prisma/client';
 /** Ensures Express.Multer.File augmentation is loaded for saveAvatar. */
 import type {} from 'multer';
@@ -848,6 +852,9 @@ export class AuthService {
       },
     });
     const role = membership?.role ?? user.role;
+    const rolePermissions = Array.isArray(membership?.orgRole?.permissions)
+      ? membership.orgRole.permissions.filter((item) => typeof item === 'string')
+      : [];
     const orgName = membership?.organization.name;
     const sub =
       subscription ??
@@ -879,9 +886,10 @@ export class AuthService {
       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'],
+      permissions: permissionsWithTreasuryOverride(
+        rolePermissions,
+        parseUserTreasuryAccess(membership?.treasuryAccessOverride),
+      ) as AuthUserDto['permissions'],
       ...(viewAs ? { viewAs } : {}),
     });
   }

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

@@ -195,6 +195,10 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
     const peers = await this.prisma.teamMember.findMany({
       where: {
         teamId: { in: memberships.map((m) => m.teamId) },
+        team: { organizationId },
+        user: {
+          memberships: { some: { organizationId, isActive: true } },
+        },
       },
       select: { userId: true },
     });

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

@@ -21,6 +21,9 @@ import {
   defaultEnabledModules,
   isPermanentBillingPlan,
   isOrgModuleKey,
+  modulesForProductPlan,
+  PRODUCT_PLAN_LIMITS,
+  type ProductPlanCode,
 } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import { PlatformAdminAlertService } from './platform-admin-alert.service';
@@ -414,7 +417,37 @@ export class BillingService {
   }
 
   defaultModulesForNewOrg(): OrgModuleKey[] {
-    return defaultEnabledModules();
+    return modulesForProductPlan('core');
+  }
+
+  /** سطح امکانات را روی همهٔ محیط‌های مالک می‌گذارد و سقف هسته/تیم/سازمان را هم تنظیم می‌کند. */
+  async applyProductPlan(organizationId: string, code: ProductPlanCode) {
+    const modules = modulesForProductPlan(code);
+    const owner = await this.prisma.membership.findFirst({
+      where: { organizationId, role: 'owner', isActive: true },
+      orderBy: { createdAt: 'asc' },
+      select: { userId: true },
+    });
+    const orgIds = owner ? await this.ownedOrganizationIds(owner.userId) : [organizationId];
+    for (const id of orgIds) {
+      await this.setOrgModules(id, modules);
+    }
+    const limits = PRODUCT_PLAN_LIMITS[code];
+    if (owner && (limits.maxUsers != null || limits.maxOrganizations != null)) {
+      const account = await this.getByOwnerUserId(owner.userId);
+      if (account) {
+        await this.prisma.billingAccount.update({
+          where: { id: account.id },
+          data: {
+            ...(limits.maxUsers != null ? { maxUsers: limits.maxUsers } : {}),
+            ...(limits.maxOrganizations != null
+              ? { maxOrganizations: limits.maxOrganizations }
+              : {}),
+          },
+        });
+      }
+    }
+    return modules;
   }
 
   async countExpiringSoon() {

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

@@ -5,7 +5,7 @@ import type {
   SectionDataAccess,
   UserRole,
 } from '@mento/shared';
-import { DATA_SCOPES, canViewAllRecords } from '@mento/shared';
+import { DATA_SCOPES, canViewAllRecords, sectionHasDataAccessLimits } from '@mento/shared';
 import type { Prisma } from '@prisma/client';
 import {
   activitiesDeepWhere,
@@ -13,6 +13,7 @@ import {
   notesDeepWhere,
   projectsDeepWhere,
   routinesDeepWhere,
+  sectionOwnerIdUnion,
   ticketsDeepWhere,
 } from './data-access';
 
@@ -60,6 +61,65 @@ export type Actor = {
 
 export type ScopedActor = Pick<Actor, 'userId' | 'role' | 'dataVisibility' | 'visibleUserIds' | 'scopes'>;
 
+type DeepAccessActor = ScopedActor &
+  Partial<
+    Pick<
+      Actor,
+      | 'customersAccess'
+      | 'leadsAccess'
+      | 'salesAccess'
+      | 'activitiesAccess'
+      | 'notesAccess'
+      | 'routinesAccess'
+      | 'projectsAccess'
+      | 'ticketsAccess'
+      | 'teamPeerIds'
+    >
+  >;
+
+function sectionForScope(actor: DeepAccessActor, scope: DataScope): SectionDataAccess | undefined {
+  switch (scope) {
+    case 'contacts':
+      return actor.customersAccess;
+    case 'leads':
+      return actor.leadsAccess;
+    case 'deals':
+      return actor.salesAccess;
+    case 'activities':
+      return actor.activitiesAccess;
+    case 'notes':
+      return actor.notesAccess;
+    case 'routines':
+      return actor.routinesAccess;
+    case 'projects':
+      return actor.projectsAccess;
+    case 'tickets':
+      return actor.ticketsAccess;
+    default:
+      return undefined;
+  }
+}
+
+/**
+ * شناسه‌های مالک از قانون عمق داده.
+ * legacy = بخش عمیق روی این Actor نیست.
+ * open = محدودیت مالکی ندارد (همه، یا فقط فیلترهای غیرمالک).
+ */
+function deepOwnerIds(
+  actor: DeepAccessActor,
+  scope: DataScope,
+): { kind: 'legacy' } | { kind: 'open' } | { kind: 'ids'; ids: string[] } {
+  const section = sectionForScope(actor, scope);
+  if (!section) return { kind: 'legacy' };
+  if (!sectionHasDataAccessLimits(section)) return { kind: 'open' };
+  const ids = sectionOwnerIdUnion(section, {
+    userId: actor.userId,
+    teamPeerIds: actor.teamPeerIds ?? null,
+  });
+  if (ids === null) return { kind: 'open' };
+  return { kind: 'ids', ids };
+}
+
 /** Actor با سطح دید مخصوص یک بخش (اگر تنظیم شده باشد). */
 export function forScope<T extends ScopedActor>(actor: T, scope: DataScope): T {
   const s = actor.scopes?.[scope];
@@ -109,9 +169,16 @@ export function scopedOwnerIds(
 
 /** فیلتر مالکیت؛ پیش‌فرض بخش «مشتریان» (Person / Company). برای فاکتور/پیش‌فاکتور scope=finance. */
 export function ownerWhere(
-  actor: ScopedActor,
+  actor: DeepAccessActor,
   scope: DataScope = 'contacts',
 ): { ownerId: string } | { ownerId: { in: string[] } } | Record<string, never> {
+  const deep = deepOwnerIds(actor, scope);
+  if (deep.kind === 'open') return {};
+  if (deep.kind === 'ids') {
+    if (deep.ids.length === 1) return { ownerId: deep.ids[0]! };
+    if (!deep.ids.length) return { ownerId: '__no_access__' };
+    return { ownerId: { in: deep.ids } };
+  }
   const ids = scopedOwnerIds(actor, scope);
   if (!ids) return {};
   if (ids.length === 1) return { ownerId: ids[0]! };
@@ -153,11 +220,16 @@ export function projectCardAccessWhere(
 }
 
 /** فعالیت‌ها بر اساس مسئول اصلی یا مسئولان مشترک */
-export function assigneeWhere(
-  actor: ScopedActor,
-): Prisma.ActivityWhereInput {
-  const ids = scopedOwnerIds(actor, 'activities');
+export function assigneeWhere(actor: DeepAccessActor): Prisma.ActivityWhereInput {
+  const deep = deepOwnerIds(actor, 'activities');
+  const ids =
+    deep.kind === 'open'
+      ? null
+      : deep.kind === 'ids'
+        ? deep.ids
+        : scopedOwnerIds(actor, 'activities');
   if (!ids) return {};
+  if (!ids.length) return { assigneeId: '__no_access__' };
   return {
     OR: [
       { assigneeId: { in: ids } },

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

@@ -112,9 +112,13 @@ export class CompaniesService {
       ...(groupIds.length ? [{ groupLinks: { some: { groupId: { in: groupIds } } } }] : []),
     ];
     const where: Prisma.CompanyWhereInput = {
-      organizationId: actor.organizationId,
-      ...customersCompanyWhere(actor),
-      ...(and.length ? { AND: and } : {}),
+      AND: [
+        {
+          organizationId: actor.organizationId,
+          ...customersCompanyWhere(actor),
+        },
+        ...and,
+      ],
     };
 
     const [rows, total] = await this.prisma.$transaction([

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

@@ -8,6 +8,7 @@ import { CompaniesService } from './companies.service';
 import { PeopleController } from './people.controller';
 import { PeopleService } from './people.service';
 import { ContactsExcelService } from './contacts-excel.service';
+import { SameMobileMergeService } from './same-mobile-merge.service';
 import { BehaviorModule } from '../behavior/behavior.module';
 import { CustomerGroupsModule } from '../customer-groups/customer-groups.module';
 
@@ -21,7 +22,7 @@ import { CustomerGroupsModule } from '../customer-groups/customer-groups.module'
     CustomerGroupsModule,
   ],
   controllers: [PeopleController, CompaniesController],
-  providers: [PeopleService, CompaniesService, ContactsExcelService],
+  providers: [PeopleService, CompaniesService, ContactsExcelService, SameMobileMergeService],
   exports: [PeopleService, CompaniesService],
 })
 export class ContactsModule {}

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

@@ -27,3 +27,36 @@ export function normalizePhone(value?: string | null): string | 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.service.ts

@@ -28,7 +28,12 @@ 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,
@@ -213,11 +218,15 @@ export class PeopleService implements OnModuleInit {
     if (disc) and.push(disc);
     if (groupIds.length) and.push({ groupLinks: { some: { groupId: { in: groupIds } } } });
     return {
-      organizationId: actor.organizationId,
-      ...customersPersonWhere(actor),
-      ...(moods.length ? { mood: { in: moods } } : {}),
-      ...(sources.length ? { importSource: { in: sources } } : {}),
-      ...(and.length ? { AND: and } : {}),
+      AND: [
+        {
+          organizationId: actor.organizationId,
+          ...customersPersonWhere(actor),
+        },
+        ...(moods.length ? [{ mood: { in: moods } }] : []),
+        ...(sources.length ? [{ importSource: { in: sources } }] : []),
+        ...and,
+      ],
     };
   }
 
@@ -399,7 +408,10 @@ 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({
@@ -441,8 +453,8 @@ export class PeopleService implements OnModuleInit {
       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),
@@ -553,8 +565,8 @@ 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);
@@ -641,10 +653,13 @@ 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({

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/integrations/montify/sync.service.ts

@@ -17,7 +17,11 @@ import type {
 } from '@mento/shared';
 import { parseBirthDate } from '../../common/excel';
 import { PrismaService } from '../../prisma/prisma.service';
-import { normalizeEmail, normalizePhone } from '../../contacts/normalize';
+import {
+  normalizeEmail,
+  phoneIdentityKeys,
+  storedPhoneNumber,
+} from '../../contacts/normalize';
 import { carryPreviousSource } from '../../contacts/person-source';
 import { ownerWhere, type Actor } from '../../common/record-scope';
 import { MontifyConnectionsService } from './connections.service';
@@ -100,13 +104,7 @@ function arr(v: unknown): unknown[] {
 }
 
 function mobileVariants(mobile: string): string[] {
-  const digits = mobile.replace(/\D/g, '');
-  let core = digits;
-  if (core.startsWith('0098')) core = core.slice(4);
-  else if (core.startsWith('98') && core.length === 12) core = core.slice(2);
-  else if (core.startsWith('0')) core = core.slice(1);
-  if (!core) return [mobile];
-  return [...new Set([mobile, core, `0${core}`, `98${core}`, `+98${core}`])];
+  return phoneIdentityKeys(mobile);
 }
 
 function formatAddress(a: MontifyAddress): string | null {
@@ -417,7 +415,7 @@ export class MontifySyncService {
   }> {
     const externalId = String(c.id);
     const { firstName, lastName } = splitName(c);
-    const mobile = normalizePhone(c.phone ?? null);
+    const mobile = storedPhoneNumber(c.phone ?? null);
     const email = normalizeEmail(c.email ?? null);
     const addressLines = addresses.map(formatAddress).filter((a): a is string => Boolean(a));
     const profile: CustomerProfile = {

apps/api/src/integrations/tahesab/connections.service.ts

@@ -43,6 +43,10 @@ export class TahesabConnectionsService {
     lastHealthAt: Date | null;
     lastHealthOk: boolean | null;
     lastError: string | null;
+    customerSyncHours: number[];
+    customerSyncLastRunAt: Date | null;
+    customerSyncLastSummary: string | null;
+    customerSyncLastError: string | null;
     createdAt: Date;
     updatedAt: Date;
   }) {
@@ -60,6 +64,10 @@ export class TahesabConnectionsService {
       lastHealthAt: row.lastHealthAt?.toISOString() ?? null,
       lastHealthOk: row.lastHealthOk,
       lastError: row.lastError,
+      customerSyncHours: [...row.customerSyncHours].sort((a, b) => a - b),
+      customerSyncLastRunAt: row.customerSyncLastRunAt?.toISOString() ?? null,
+      customerSyncLastSummary: row.customerSyncLastSummary,
+      customerSyncLastError: row.customerSyncLastError,
       createdAt: row.createdAt.toISOString(),
       updatedAt: row.updatedAt.toISOString(),
     };
@@ -201,6 +209,15 @@ export class TahesabConnectionsService {
 
     if (dto.isDefault === true) await this.clearOtherDefaults(organizationId, id);
 
+    let customerSyncHours: number[] | undefined;
+    if (dto.customerSyncHours !== undefined) {
+      const hours = dto.customerSyncHours.map((hour) => Math.trunc(hour));
+      if (new Set(hours).size !== hours.length) {
+        throw new BadRequestException('ساعت‌های بروزرسانی نباید تکراری باشند.');
+      }
+      customerSyncHours = [...hours].sort((a, b) => a - b);
+    }
+
     let enc = {
       ciphertext: row.tokenCiphertext,
       iv: row.tokenIv,
@@ -225,6 +242,7 @@ export class TahesabConnectionsService {
         enabled: dto.enabled ?? row.enabled,
         isDefault: dto.isDefault === true ? true : dto.isDefault === false ? false : row.isDefault,
         allowInsecureTls: dto.allowInsecureTls ?? row.allowInsecureTls,
+        ...(customerSyncHours !== undefined ? { customerSyncHours } : {}),
       },
     });
     return this.toDto(updated);

apps/api/src/integrations/tahesab/customer-sync.scheduler.ts

@@ -0,0 +1,99 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { Cron } from '@nestjs/schedule';
+import { PrismaService } from '../../prisma/prisma.service';
+import { TahesabPersonLinkService } from './person-link.service';
+
+/** ساعت و تاریخ امروز به وقت تهران، برای نوبت یک‌بار در هر ساعت. */
+export function tehranSyncSlot(now = new Date()): { hour: number; slot: string } {
+  const parts = new Intl.DateTimeFormat('en-GB', {
+    timeZone: 'Asia/Tehran',
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+    hour: '2-digit',
+    hourCycle: 'h23',
+  }).formatToParts(now);
+  const read = (type: Intl.DateTimeFormatPartTypes) =>
+    parts.find((part) => part.type === type)?.value ?? '';
+  let hour = Number(read('hour'));
+  if (!Number.isFinite(hour) || hour === 24) hour = 0;
+  const slot = `${read('year')}-${read('month')}-${read('day')}-${String(hour).padStart(2, '0')}`;
+  return { hour, slot };
+}
+
+@Injectable()
+export class TahesabCustomerSyncScheduler {
+  private readonly logger = new Logger(TahesabCustomerSyncScheduler.name);
+  private busy = false;
+
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly links: TahesabPersonLinkService,
+  ) {}
+
+  @Cron('* * * * *', { timeZone: 'Asia/Tehran' })
+  async tick() {
+    if (process.env.NODE_ENV === 'test' || this.busy) return;
+    this.busy = true;
+    try {
+      const { hour, slot } = tehranSyncSlot();
+      const connections = await this.prisma.accountingConnection.findMany({
+        where: {
+          provider: 'tahesab',
+          enabled: true,
+          customerSyncHours: { has: hour },
+        },
+        select: { id: true, organizationId: true, label: true, customerSyncLastSlot: true },
+      });
+      for (const connection of connections) {
+        if (connection.customerSyncLastSlot === slot) continue;
+        const claimed = await this.prisma.accountingConnection.updateMany({
+          where: {
+            id: connection.id,
+            OR: [
+              { customerSyncLastSlot: null },
+              { customerSyncLastSlot: { not: slot } },
+            ],
+          },
+          data: { customerSyncLastSlot: slot },
+        });
+        if (claimed.count !== 1) continue;
+        await this.run(connection.organizationId, connection.id, connection.label);
+      }
+    } catch (err) {
+      this.logger.warn(
+        `بررسی زمان‌بندی مشتریان ته‌حساب ناموفق بود: ${
+          err instanceof Error ? err.message : err
+        }`,
+      );
+    } finally {
+      this.busy = false;
+    }
+  }
+
+  private async run(organizationId: string, connectionId: string, label: string) {
+    try {
+      const result = await this.links.syncAllCustomers(organizationId, connectionId);
+      await this.prisma.accountingConnection.update({
+        where: { id: connectionId },
+        data: {
+          customerSyncLastRunAt: new Date(),
+          customerSyncLastSummary: result.summary,
+          customerSyncLastError: result.error,
+        },
+      });
+      this.logger.log(`بروزرسانی خودکار «${label}»: ${result.summary}`);
+    } catch (err) {
+      const message = (err instanceof Error ? err.message : 'همگام‌سازی ناموفق بود').slice(0, 500);
+      await this.prisma.accountingConnection.update({
+        where: { id: connectionId },
+        data: {
+          customerSyncLastRunAt: new Date(),
+          customerSyncLastSummary: null,
+          customerSyncLastError: message,
+        },
+      });
+      this.logger.warn(`بروزرسانی خودکار «${label}» ناموفق بود: ${message}`);
+    }
+  }
+}

apps/api/src/integrations/tahesab/dto.ts

@@ -86,6 +86,16 @@ export class UpdateTahesabConnectionDto {
   @IsOptional()
   @IsBoolean()
   allowInsecureTls?: boolean;
+
+  /** ساعت‌های ۰ تا ۲۳. آرایهٔ خالی یعنی خاموش. */
+  @IsOptional()
+  @IsArray()
+  @ArrayMaxSize(6)
+  @Type(() => Number)
+  @IsInt({ each: true })
+  @Min(0, { each: true })
+  @Max(23, { each: true })
+  customerSyncHours?: number[];
 }
 
 export class ManualLinkDto {

apps/api/src/integrations/tahesab/person-link.service.ts

@@ -8,7 +8,12 @@ import {
 } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../../prisma/prisma.service';
-import { carryPreviousSource } from '../../contacts/person-source';
+import { carryPreviousSource, namesDiffer } from '../../contacts/person-source';
+import {
+  canonicalIranMobile,
+  phoneIdentityKeys,
+  storedPhoneNumber,
+} from '../../contacts/normalize';
 import { applyPersonGenderTitle } from '@mento/shared';
 import { TahesabConnectionsService } from './connections.service';
 import {
@@ -25,6 +30,20 @@ import { formatJalaliDate, parseBirthDate } from '../../common/excel';
 import { CustomerGroupsService } from '../../customer-groups/customer-groups.service';
 import { normalizeIranMobile, SanadBuilders, type TahesabApi } from './tahesab-methods';
 
+/** موبایل ته‌حساب را به شکل 0912… ذخیره می‌کند، حتی اگر قبلاً 912… یا +98912… بوده باشد. */
+function canonicalMobileUpdate(
+  incoming: string | null,
+  current: { mobile: string | null; phone: string | null },
+): { mobile?: string; phone?: string } {
+  const mobile =
+    canonicalIranMobile(incoming) ??
+    canonicalIranMobile(current.mobile) ??
+    canonicalIranMobile(current.phone);
+  if (!mobile) return {};
+  const phone = canonicalIranMobile(current.phone);
+  return phone ? { mobile, phone } : { mobile };
+}
+
 /** اندازهٔ هر صفحهٔ «همه» (بازهٔ کد) — امن برای پروکسی/nginx */
 const LIST_PAGE_SIZE = 2000;
 const LIST_TIMEOUT_MS = 55_000;
@@ -419,6 +438,77 @@ export class TahesabPersonLinkService {
     };
   }
 
+  /**
+   * کدهایی که لینک ندارند ولی شماره‌شان مال مشتریِ از قبل لینک‌شدهٔ همین اتصال است.
+   * یک شخص فقط یک کد ته‌حساب دارد؛ این کدها مشتری تازه نیستند.
+   */
+  private async duplicateOwners(
+    organizationId: string,
+    connectionId: string,
+    rows: Array<{ moshtariCode: number | null; tel: string }>,
+  ) {
+    const pending = rows.filter(
+      (row): row is { moshtariCode: number; tel: string } => row.moshtariCode != null,
+    );
+    const keys = [
+      ...new Set(pending.flatMap((row) => phoneIdentityKeys(storedPhoneNumber(row.tel)))),
+    ];
+    const out = new Map<
+      number,
+      { moshtariCode: number; personId: string; personName: string }
+    >();
+    if (!keys.length) return out;
+
+    const people = await this.prisma.person.findMany({
+      where: {
+        organizationId,
+        OR: [{ mobile: { in: keys } }, { phone: { in: keys } }],
+        accountingLinks: { some: { connectionId } },
+      },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        mobile: true,
+        phone: true,
+        accountingLinks: {
+          where: { connectionId },
+          select: { moshtariCode: true },
+          take: 1,
+        },
+      },
+    });
+    const byKey = new Map<
+      string,
+      { moshtariCode: number; personId: string; personName: string }
+    >();
+    for (const person of people) {
+      const link = person.accountingLinks[0];
+      if (!link) continue;
+      const info = {
+        moshtariCode: link.moshtariCode,
+        personId: person.id,
+        personName: `${person.firstName} ${person.lastName}`.trim(),
+      };
+      for (const key of [
+        ...phoneIdentityKeys(person.mobile),
+        ...phoneIdentityKeys(person.phone),
+      ]) {
+        if (!byKey.has(key)) byKey.set(key, info);
+      }
+    }
+    for (const row of pending) {
+      for (const key of phoneIdentityKeys(storedPhoneNumber(row.tel))) {
+        const hit = byKey.get(key);
+        if (hit && hit.moshtariCode !== row.moshtariCode) {
+          out.set(row.moshtariCode, hit);
+          break;
+        }
+      }
+    }
+    return out;
+  }
+
   async search(organizationId: string, dto: SearchTahesabDto) {
     const { api } = await this.connections.getApi(
       organizationId,
@@ -497,7 +587,7 @@ export class TahesabPersonLinkService {
           });
     const byCode = new Map(existing.map((e) => [e.moshtariCode, e]));
 
-    const results = mapped.map((row) => {
+    const linked = mapped.map((row) => {
       const link = row.moshtariCode != null ? byCode.get(row.moshtariCode) : undefined;
       return {
         ...row,
@@ -508,6 +598,22 @@ export class TahesabPersonLinkService {
           : null,
       };
     });
+    const duplicates = await this.duplicateOwners(
+      organizationId,
+      dto.connectionId,
+      linked.filter((row) => !row.alreadyLinked),
+    );
+    const results = linked.map((row) => {
+      if (row.alreadyLinked || row.moshtariCode == null) return row;
+      const dup = duplicates.get(row.moshtariCode);
+      if (!dup) return row;
+      return {
+        ...row,
+        duplicateOfCode: dup.moshtariCode,
+        duplicatePersonId: dup.personId,
+        duplicatePersonName: dup.personName,
+      };
+    });
 
     await this.prisma.accountingSyncJob.create({
       data: {
@@ -539,6 +645,7 @@ export class TahesabPersonLinkService {
     organizationId: string,
     dto: ImportFromTahesabDto,
     prefetched?: { api: TahesabApi; row?: Record<string, unknown> },
+    options?: { skipJob?: boolean },
   ) {
     const clash = await this.prisma.personAccountingLink.findFirst({
       where: {
@@ -577,7 +684,7 @@ export class TahesabPersonLinkService {
     const named = applyPersonGenderTitle({ firstName: name, lastName: '' });
     const firstName = named.firstName;
     const lastName = named.lastName;
-    const mobile = tel || null;
+    const mobile = storedPhoneNumber(tel);
     const sourceRef = String(dto.moshtariCode);
 
     let personId = dto.personId;
@@ -604,28 +711,48 @@ export class TahesabPersonLinkService {
           importSource: 'tahesab',
           sourceRef,
           ...(!existing.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
-          ...(mobile
-            ? {
-                mobile: existing.mobile || mobile,
-                phone: existing.phone || mobile,
-              }
-            : {}),
+          ...canonicalMobileUpdate(mobile, existing),
         },
       });
     } else {
       // اگر موبایل تکراری است → همان شخص؛ نام قبلی حفظ و نام ته‌حساب جایگزین.
-      // شخصی که روی همین اتصال به کد دیگری لینک است کنار گذاشته می‌شود؛
-      // وگرنه upsert لینک، کد قبلی را جابه‌جا و آن مشتری را دوباره «واردنشده» می‌کند.
-      const byMobile = mobile
-        ? await this.prisma.person.findFirst({
+      // اگر همان شخص قبلاً به کد دیگری از این اتصال لینک شده، نام و لینک دست نمی‌خورند
+      // تا کد قبلی جابه‌جا نشود و این کد هم مشتری تکراری نسازد.
+      const mobileKeys = phoneIdentityKeys(mobile);
+      const matches = mobileKeys.length
+        ? await this.prisma.person.findMany({
             where: {
               organizationId,
-              OR: [{ mobile }, { phone: mobile }],
-              accountingLinks: { none: { connectionId: dto.connectionId } },
+              OR: [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }],
             },
+            include: {
+              accountingLinks: {
+                where: { connectionId: dto.connectionId },
+                select: { moshtariCode: true },
+              },
+            },
+            orderBy: { createdAt: 'asc' },
           })
-        : null;
+        : [];
+      const byMobile = matches.find((person) => person.importSource === 'tahesab') ?? matches[0] ?? null;
       if (byMobile) {
+        const linkedCode = byMobile.accountingLinks[0]?.moshtariCode;
+        if (linkedCode != null && linkedCode !== dto.moshtariCode) {
+          const existing = await this.prisma.personAccountingLink.findFirst({
+            where: { personId: byMobile.id, connectionId: dto.connectionId },
+            include: {
+              connection: { select: { label: true, dbName: true, isDefault: true } },
+            },
+          });
+          if (!existing) {
+            throw new NotFoundException('لینک ته‌حساب این مشتری یافت نشد.');
+          }
+          return {
+            personId: byMobile.id,
+            link: this.linkDto(existing),
+            duplicateOf: linkedCode,
+          };
+        }
         const nameChanged =
           `${byMobile.firstName} ${byMobile.lastName}`.trim() !==
           `${firstName} ${lastName}`.trim();
@@ -646,6 +773,7 @@ export class TahesabPersonLinkService {
             importSource: 'tahesab',
             sourceRef,
             ...(!byMobile.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
+            ...canonicalMobileUpdate(mobile, byMobile),
           },
         });
         personId = byMobile.id;
@@ -693,18 +821,177 @@ export class TahesabPersonLinkService {
     });
     await this.applyTahesabGroup(organizationId, dto.connectionId, personId, row);
 
+    if (!options?.skipJob) {
+      await this.prisma.accountingSyncJob.create({
+        data: {
+          organizationId,
+          connectionId: dto.connectionId,
+          kind: 'import',
+          status: 'success',
+          request: dto as unknown as Prisma.InputJsonValue,
+          result: { personId, linkId: link.id } as Prisma.InputJsonValue,
+        },
+      });
+    }
+
+    return { personId, link: this.linkDto(link) };
+  }
+
+  /** نام، موبایل و گروه مشتریِ از قبل لینک‌شده را با ردیف ته‌حساب تازه می‌کند. */
+  private async refreshLinkedCustomer(
+    organizationId: string,
+    connectionId: string,
+    personId: string,
+    moshtariCode: number,
+    row: Record<string, unknown>,
+  ) {
+    const existing = await this.getPerson(organizationId, personId);
+    const picked = pickName(row).trim();
+    const named = picked
+      ? applyPersonGenderTitle({ firstName: picked, lastName: '' })
+      : null;
+    const nameChanged =
+      named != null &&
+      namesDiffer(
+        existing.firstName,
+        existing.lastName,
+        named.firstName,
+        named.lastName,
+      );
+    await this.prisma.person.update({
+      where: { id: personId },
+      data: {
+        ...(named
+          ? {
+              firstName: named.firstName,
+              lastName: named.lastName,
+              gender: named.gender,
+              showGenderInName: named.showGenderInName,
+            }
+          : {}),
+        ...(nameChanged
+          ? {
+              previousFirstName: existing.firstName || null,
+              previousLastName: existing.lastName || null,
+            }
+          : {}),
+        ...carryPreviousSource(existing, 'tahesab'),
+        importSource: 'tahesab',
+        sourceRef: String(moshtariCode),
+        ...(!existing.birthDate && pickBirthDate(row)
+          ? { birthDate: pickBirthDate(row) }
+          : {}),
+        ...canonicalMobileUpdate(storedPhoneNumber(pickTel(row)), existing),
+      },
+    });
+    await this.applyTahesabGroup(organizationId, connectionId, personId, row);
+  }
+
+  /**
+   * همهٔ مشتریان ته‌حساب را صفحه به صفحه می‌خواند.
+   * کد تازه وارد می‌شود؛ کد لینک‌شده نام و شماره و گروهش تازه می‌شود.
+   */
+  async syncAllCustomers(organizationId: string, connectionId: string) {
+    const { api } = await this.connections.getApi(organizationId, connectionId);
+    let page = 1;
+    let emptyStreak = 0;
+    let imported = 0;
+    let updated = 0;
+    let duplicate = 0;
+    let failed = 0;
+    const errors: string[] = [];
+    const maxPages = 300;
+
+    while (emptyStreak < 2 && page <= maxPages) {
+      let listed: Awaited<ReturnType<typeof this.listMoshtariPage>>;
+      try {
+        listed = await this.listMoshtariPage(api, page, LIST_PAGE_SIZE);
+      } catch (err) {
+        const message = err instanceof Error ? err.message : 'خواندن ته‌حساب ناموفق بود';
+        errors.push(message);
+        break;
+      }
+      if (!listed.rows.length) {
+        emptyStreak += 1;
+        page += 1;
+        continue;
+      }
+      emptyStreak = 0;
+      const rowsByCode = new Map<number, Record<string, unknown>>();
+      for (const row of listed.rows) {
+        const code = pickCode(row);
+        if (code != null && code >= 1) rowsByCode.set(code, row);
+      }
+      const links = rowsByCode.size
+        ? await this.prisma.personAccountingLink.findMany({
+            where: {
+              connectionId,
+              moshtariCode: { in: [...rowsByCode.keys()] },
+            },
+            select: { moshtariCode: true, personId: true },
+          })
+        : [];
+      const linkedByCode = new Map(links.map((link) => [link.moshtariCode, link.personId]));
+      for (const [code, row] of rowsByCode) {
+        try {
+          const personId = linkedByCode.get(code);
+          if (personId) {
+            await this.refreshLinkedCustomer(
+              organizationId,
+              connectionId,
+              personId,
+              code,
+              row,
+            );
+            updated += 1;
+          } else {
+            const created = await this.importFromTahesab(
+              organizationId,
+              { connectionId, moshtariCode: code },
+              { api, row },
+              { skipJob: true },
+            );
+            if (created.duplicateOf) duplicate += 1;
+            else imported += 1;
+          }
+        } catch (err) {
+          failed += 1;
+          if (errors.length < 5) {
+            errors.push(err instanceof Error ? err.message : 'خطا');
+          }
+        }
+      }
+      page += 1;
+    }
+
+    if (page > maxPages && emptyStreak < 2) {
+      errors.push('فهرست مشتریان از سقف خواندن خودکار بیشتر بود.');
+    }
+
+    const summary = [
+      `${imported} وارد شد`,
+      `${updated} به‌روز شد`,
+      ...(duplicate ? [`${duplicate} شماره تکراری`] : []),
+      `${failed} خطا`,
+    ].join('، ');
     await this.prisma.accountingSyncJob.create({
       data: {
         organizationId,
-        connectionId: dto.connectionId,
-        kind: 'import',
-        status: 'success',
-        request: dto as unknown as Prisma.InputJsonValue,
-        result: { personId, linkId: link.id } as Prisma.InputJsonValue,
+        connectionId,
+        kind: 'customer-sync',
+        status: !imported && !updated && (failed > 0 || errors.length > 0) ? 'error' : 'success',
+        result: { imported, updated, duplicate, failed, pages: page - 1 } as Prisma.InputJsonValue,
       },
     });
-
-    return { personId, link: this.linkDto(link) };
+    this.logger.log(`همگام‌سازی مشتریان ته‌حساب ${connectionId}: ${summary}`);
+    return {
+      imported,
+      updated,
+      duplicate,
+      failed,
+      summary,
+      error: errors.length ? errors.join('؛ ') : null,
+    };
   }
 
   async importBulk(organizationId: string, dto: ImportBulkFromTahesabDto) {
@@ -825,6 +1112,16 @@ export class TahesabPersonLinkService {
           { connectionId: dto.connectionId, moshtariCode },
           bulkApi ? { api: bulkApi, row: rowsByCode.get(moshtariCode) } : undefined,
         );
+        if (r.duplicateOf) {
+          items.push({
+            moshtariCode,
+            ok: true,
+            skipped: true,
+            personId: r.personId,
+            error: `شماره تکراری است و قبلاً با کد ${r.duplicateOf} لینک شده`,
+          });
+          continue;
+        }
         items.push({ moshtariCode, ok: true, personId: r.personId });
       } catch (e) {
         const message =

apps/api/src/integrations/tahesab/tahesab.module.ts

@@ -12,6 +12,7 @@ import { TahesabBalanceService } from './balance.service';
 import { TahesabDocumentsService } from './documents.service';
 import { TahesabAsnadReportService } from './asnad-report.service';
 import { TahesabInvoiceSettingsService } from './invoice-settings.service';
+import { TahesabCustomerSyncScheduler } from './customer-sync.scheduler';
 import { TahesabController } from './tahesab.controller';
 import { CustomerGroupsModule } from '../../customer-groups/customer-groups.module';
 
@@ -29,6 +30,7 @@ import { CustomerGroupsModule } from '../../customer-groups/customer-groups.modu
     TahesabDocumentsService,
     TahesabAsnadReportService,
     TahesabInvoiceSettingsService,
+    TahesabCustomerSyncScheduler,
   ],
   exports: [
     TahesabCryptoService,

apps/api/src/integrations/voip/call-summary.service.ts

@@ -3,6 +3,9 @@ import { Cron } from '@nestjs/schedule';
 import { AiService } from '../../ai/ai.service';
 import { NotesService } from '../../notes/notes.service';
 import { PrismaService } from '../../prisma/prisma.service';
+import { VoipConnectionsService } from './connections.service';
+import { DaftaresomaClient } from './daftareshoma-client';
+import { parseDaftaresomaRecordingRef } from './daftareshoma-webhook';
 import { SttClientService } from './stt-client.service';
 
 const MAX_ATTEMPTS = 3;
@@ -17,6 +20,8 @@ export class CallSummaryService {
     private readonly stt: SttClientService,
     private readonly ai: AiService,
     private readonly notes: NotesService,
+    private readonly connections: VoipConnectionsService,
+    private readonly daftareshoma: DaftaresomaClient,
   ) {}
 
   @Cron('*/1 * * * *')
@@ -74,7 +79,31 @@ export class CallSummaryService {
           );
           return;
         }
-        transcript = await this.stt.downloadAndTranscribe(row.recordingUrl);
+        const daftId = parseDaftaresomaRecordingRef(row.recordingUrl);
+        if (daftId) {
+          const conn = await this.prisma.voipConnection.findFirst({
+            where: { id: row.connectionId },
+          });
+          const token = conn
+            ? await this.connections.decryptApiToken(conn)
+            : null;
+          if (!token) {
+            await this.markFailed(
+              id,
+              row.summaryAttempts,
+              'توکن API دفتر شما برای دانلود ضبط موجود نیست',
+              true,
+            );
+            return;
+          }
+          const audio = await this.daftareshoma.downloadRecording(
+            token,
+            daftId,
+          );
+          transcript = await this.stt.transcribeAudio(audio);
+        } else {
+          transcript = await this.stt.downloadAndTranscribe(row.recordingUrl);
+        }
         await this.prisma.voipCallLog.update({
           where: { id },
           data: { transcript },

apps/api/src/integrations/voip/calls.service.ts

@@ -11,8 +11,13 @@ import type {
 } from '@mento/shared';
 import { PrismaService } from '../../prisma/prisma.service';
 import { NotificationsService } from '../../notifications/notifications.service';
-import { normalizePhone } from '../../contacts/normalize';
+import { iranMobileLookupKeys, normalizePhone } from '../../contacts/normalize';
 import { VoipConnectionsService } from './connections.service';
+import { DaftaresomaClient } from './daftareshoma-client';
+import {
+  daftareshomaRecordingRef,
+  parseDaftaresomaRecordingRef,
+} from './daftareshoma-webhook';
 
 function digitsOnly(value: string | null | undefined): string {
   return (value ?? '').replace(/\D/g, '');
@@ -35,6 +40,7 @@ function phoneVariants(raw: string | null | undefined): string[] {
     variants.add(`0${d}`);
     variants.add(`98${d}`);
   }
+  for (const key of iranMobileLookupKeys(raw)) variants.add(key);
   return [...variants];
 }
 
@@ -56,19 +62,32 @@ export class VoipCallsService {
     private readonly prisma: PrismaService,
     private readonly connections: VoipConnectionsService,
     private readonly notifications: NotificationsService,
+    private readonly daftareshoma: DaftaresomaClient,
   ) {}
 
   async listRecent(
     organizationId: string,
-    connectionId?: string,
+    opts?: {
+      connectionId?: string;
+      direction?: string;
+      status?: string;
+      lineExtension?: string;
+    },
   ): Promise<VoipCallLogDto[]> {
     const rows = await this.prisma.voipCallLog.findMany({
       where: {
         organizationId,
-        ...(connectionId ? { connectionId } : {}),
+        ...(opts?.connectionId ? { connectionId: opts.connectionId } : {}),
+        ...(opts?.direction === 'inbound' || opts?.direction === 'outbound'
+          ? { direction: opts.direction }
+          : {}),
+        ...(opts?.status?.trim() ? { status: opts.status.trim() } : {}),
+        ...(opts?.lineExtension?.trim()
+          ? { lineExtension: opts.lineExtension.trim() }
+          : {}),
       },
       orderBy: { syncedAt: 'desc' },
-      take: 50,
+      take: 100,
     });
     const personIds = rows
       .map((r) => r.personId)
@@ -90,6 +109,7 @@ export class VoipCallsService {
       status: r.status,
       fromNumber: r.fromNumber,
       toNumber: r.toNumber,
+      lineExtension: r.lineExtension ?? null,
       personId: r.personId,
       personName: r.personId ? (nameById.get(r.personId) ?? null) : null,
       activityId: r.activityId,
@@ -126,6 +146,9 @@ export class VoipCallsService {
     const toDigits = digitsOnly(event.to ?? event.callee);
     const fromNumber = fromNormalized || fromDigits || null;
     const toNumber = toNormalized || toDigits || null;
+    const lineRaw = String(event.lineExtension ?? '').trim();
+    const lineExtension =
+      normalizePhone(lineRaw) || digitsOnly(lineRaw) || lineRaw || null;
     const matchNumber = direction === 'inbound' ? fromNumber : toNumber;
     const personId = await this.findPersonId(
       conn.organizationId,
@@ -192,6 +215,7 @@ export class VoipCallsService {
           status,
           fromNumber,
           toNumber,
+          lineExtension: lineExtension ?? existing.lineExtension,
           personId: personId ?? existing.personId,
           activityId: activityId ?? existing.activityId,
           durationSec,
@@ -212,6 +236,7 @@ export class VoipCallsService {
           status,
           fromNumber,
           toNumber,
+          lineExtension,
           personId,
           activityId,
           durationSec,
@@ -239,6 +264,17 @@ export class VoipCallsService {
       await this.notifyIncoming(conn.organizationId, personId, fromNumber);
     }
 
+    if (
+      conn.provider === 'daftareshoma' &&
+      ['completed', 'answered', 'missed'].includes(status)
+    ) {
+      void this.enrichDaftaresomaRecording(connectionId, callId).catch((e) => {
+        this.logger.warn(
+          `daftareshoma recording enrich failed: ${e instanceof Error ? e.message : e}`,
+        );
+      });
+    }
+
     const link = await this.prisma.voipCallLog.findUnique({
       where: {
         connectionId_externalCallId: {
@@ -260,10 +296,67 @@ export class VoipCallsService {
     userId: string,
     number: string,
     personId?: string,
-  ): Promise<{ ok: true; mode: 'url' | 'tel'; dialUrl: string }> {
+  ): Promise<{ ok: true; mode: 'url' | 'tel' | 'daftareshoma'; dialUrl: string }> {
     const phone = normalizePhone(number) ?? digitsOnly(number);
     if (!phone) throw new BadRequestException('شماره معتبر نیست');
 
+    const daftareshomaConn = await this.prisma.voipConnection.findFirst({
+      where: {
+        organizationId,
+        enabled: true,
+        provider: 'daftareshoma',
+      },
+      orderBy: { createdAt: 'asc' },
+    });
+
+    if (daftareshomaConn) {
+      const token = await this.connections.decryptApiToken(daftareshomaConn);
+      const fromNumber = daftareshomaConn.fromNumber?.trim();
+      const callerExtension = daftareshomaConn.callerExtension?.trim();
+      if (!token || !fromNumber || !callerExtension) {
+        throw new BadRequestException(
+          'اتصال دفتر شما ناقص است؛ توکن، شماره مبدأ و خط را تکمیل کنید',
+        );
+      }
+      const toE164 = this.toPlusDigits(phone);
+      const fromE164 = this.toPlusDigits(fromNumber);
+      const extE164 = this.toPlusDigits(callerExtension);
+      try {
+        await this.daftareshoma.outgoingCall(token, {
+          fromNumber: fromE164,
+          toNumber: toE164,
+          callerExtension: extE164,
+        });
+      } catch (e) {
+        const msg = e instanceof Error ? e.message : 'خطا';
+        await this.prisma.voipConnection.update({
+          where: { id: daftareshomaConn.id },
+          data: { lastError: msg.slice(0, 400) },
+        });
+        throw new BadRequestException(msg);
+      }
+
+      await this.prisma.voipCallLog.create({
+        data: {
+          organizationId,
+          connectionId: daftareshomaConn.id,
+          externalCallId: `ctc-${Date.now()}-${userId.slice(0, 6)}`,
+          direction: 'outbound',
+          status: 'ringing',
+          fromNumber: fromE164,
+          toNumber: toE164,
+          personId: personId ?? null,
+          startedAt: new Date(),
+        },
+      });
+
+      return {
+        ok: true,
+        mode: 'daftareshoma',
+        dialUrl: `daftareshoma:${toE164}`,
+      };
+    }
+
     const conn = await this.prisma.voipConnection.findFirst({
       where: {
         organizationId,
@@ -317,6 +410,69 @@ export class VoipCallsService {
     return { ok: true, mode: 'tel', dialUrl: `tel:${phone}` };
   }
 
+  private toPlusDigits(raw: string): string {
+    const d = digitsOnly(raw);
+    if (!d) return raw.trim();
+    if (raw.trim().startsWith('+')) return `+${d}`;
+    if (d.startsWith('98')) return `+${d}`;
+    if (d.startsWith('0') && d.length >= 10) return `+98${d.slice(1)}`;
+    if (d.length === 10 && d.startsWith('9')) return `+98${d}`;
+    return `+${d}`;
+  }
+
+  private async enrichDaftaresomaRecording(
+    connectionId: string,
+    callId: string,
+  ): Promise<void> {
+    const conn = await this.prisma.voipConnection.findFirst({
+      where: { id: connectionId, provider: 'daftareshoma', enabled: true },
+    });
+    if (!conn) return;
+    const log = await this.prisma.voipCallLog.findUnique({
+      where: {
+        connectionId_externalCallId: { connectionId, externalCallId: callId },
+      },
+    });
+    if (!log) return;
+    if (parseDaftaresomaRecordingRef(log.recordingUrl) || log.recordingUrl) {
+      if (
+        parseDaftaresomaRecordingRef(log.recordingUrl) &&
+        !['done', 'pending', 'processing'].includes(log.summaryStatus)
+      ) {
+        await this.prisma.voipCallLog.update({
+          where: { id: log.id },
+          data: {
+            summaryStatus: 'pending',
+            summaryError: null,
+            summaryNextAttemptAt: new Date(),
+          },
+        });
+      }
+      return;
+    }
+
+    const token = await this.connections.decryptApiToken(conn);
+    if (!token) return;
+    const row = await this.daftareshoma.findCallById(token, callId);
+    const recordingId = row?.recordingId?.trim();
+    if (!recordingId) return;
+
+    const ref = daftareshomaRecordingRef(recordingId);
+    await this.prisma.voipCallLog.update({
+      where: { id: log.id },
+      data: {
+        recordingUrl: ref,
+        summaryStatus: ['done', 'pending', 'processing'].includes(
+          log.summaryStatus,
+        )
+          ? log.summaryStatus
+          : 'pending',
+        summaryError: null,
+        summaryNextAttemptAt: new Date(),
+      },
+    });
+  }
+
   private shouldCreateActivity(status: string): boolean {
     return ['answered', 'completed', 'missed', 'failed'].includes(status);
   }

apps/api/src/integrations/voip/connections.service.ts

@@ -7,12 +7,17 @@ import type {
   CreateVoipConnectionRequest,
   UpdateVoipConnectionRequest,
   VoipConnectionDto,
+  VoipProvider,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { createHmac } from 'crypto';
 import { PrismaService } from '../../prisma/prisma.service';
 import { TahesabCryptoService } from '../tahesab/tahesab-crypto.service';
 
+function asProvider(value: string | null | undefined): VoipProvider {
+  return value === 'daftareshoma' ? 'daftareshoma' : 'generic';
+}
+
 @Injectable()
 export class VoipConnectionsService {
   constructor(
@@ -43,19 +48,35 @@ export class VoipConnectionsService {
   ): Promise<VoipConnectionDto> {
     const label = dto.label?.trim();
     if (!label) throw new BadRequestException('نام اتصال الزامی است');
+    const provider = asProvider(dto.provider);
+    if (provider === 'daftareshoma') {
+      const token = dto.apiToken?.trim();
+      if (!token) throw new BadRequestException('توکن API دفتر شما الزامی است');
+      // fromNumber / callerExtension فقط برای تماس خروجی از CRM لازم‌اند؛ ثبت وب‌هوک بدون آن‌ها ممکن است
+    }
+
     const secret = dto.webhookSecret?.trim();
     const secretEnc = secret ? this.crypto.encrypt(secret) : null;
-    const clickToCallUrl = this.normalizeClickUrl(dto.clickToCallUrl);
+    const token = dto.apiToken?.trim();
+    const tokenEnc = token ? this.crypto.encrypt(token) : null;
+    const clickToCallUrl =
+      provider === 'generic' ? this.normalizeClickUrl(dto.clickToCallUrl) : null;
 
     const row = await this.prisma.voipConnection.create({
       data: {
         organizationId,
         label,
+        provider,
         enabled: dto.enabled ?? true,
         clickToCallUrl,
+        fromNumber: dto.fromNumber?.trim() || null,
+        callerExtension: dto.callerExtension?.trim() || null,
         webhookSecretCiphertext: secretEnc?.ciphertext,
         webhookSecretIv: secretEnc?.iv,
         webhookSecretTag: secretEnc?.tag,
+        apiTokenCiphertext: tokenEnc?.ciphertext,
+        apiTokenIv: tokenEnc?.iv,
+        apiTokenTag: tokenEnc?.tag,
       },
     });
     return this.toDto(row, 0);
@@ -77,6 +98,12 @@ export class VoipConnectionsService {
     if (dto.clickToCallUrl !== undefined) {
       data.clickToCallUrl = this.normalizeClickUrl(dto.clickToCallUrl);
     }
+    if (dto.fromNumber !== undefined) {
+      data.fromNumber = dto.fromNumber?.trim() || null;
+    }
+    if (dto.callerExtension !== undefined) {
+      data.callerExtension = dto.callerExtension?.trim() || null;
+    }
     if (dto.webhookSecret !== undefined) {
       const wh = dto.webhookSecret?.trim();
       if (!wh) {
@@ -90,6 +117,19 @@ export class VoipConnectionsService {
         data.webhookSecretTag = enc.tag;
       }
     }
+    if (dto.apiToken !== undefined) {
+      const tok = dto.apiToken?.trim();
+      if (!tok) {
+        data.apiTokenCiphertext = null;
+        data.apiTokenIv = null;
+        data.apiTokenTag = null;
+      } else {
+        const enc = this.crypto.encrypt(tok);
+        data.apiTokenCiphertext = enc.ciphertext;
+        data.apiTokenIv = enc.iv;
+        data.apiTokenTag = enc.tag;
+      }
+    }
     const row = await this.prisma.voipConnection.update({
       where: { id: existing.id },
       data,
@@ -124,6 +164,21 @@ export class VoipConnectionsService {
     });
   }
 
+  async decryptApiToken(row: {
+    apiTokenCiphertext: string | null;
+    apiTokenIv: string | null;
+    apiTokenTag: string | null;
+  }): Promise<string | null> {
+    if (!row.apiTokenCiphertext || !row.apiTokenIv || !row.apiTokenTag) {
+      return null;
+    }
+    return this.crypto.decrypt({
+      ciphertext: row.apiTokenCiphertext,
+      iv: row.apiTokenIv,
+      tag: row.apiTokenTag,
+    });
+  }
+
   verifySignature(
     rawBody: string | Buffer,
     signature: string | undefined,
@@ -153,9 +208,13 @@ export class VoipConnectionsService {
     row: {
       id: string;
       label: string;
+      provider?: string | null;
       enabled: boolean;
       webhookSecretCiphertext: string | null;
+      apiTokenCiphertext?: string | null;
       clickToCallUrl: string | null;
+      fromNumber?: string | null;
+      callerExtension?: string | null;
       lastEventAt: Date | null;
       lastError: string | null;
       createdAt: Date;
@@ -166,9 +225,13 @@ export class VoipConnectionsService {
     return {
       id: row.id,
       label: row.label,
+      provider: asProvider(row.provider),
       enabled: row.enabled,
       webhookSecretSet: Boolean(row.webhookSecretCiphertext),
+      apiTokenSet: Boolean(row.apiTokenCiphertext),
       clickToCallUrl: row.clickToCallUrl,
+      fromNumber: row.fromNumber ?? null,
+      callerExtension: row.callerExtension ?? null,
       lastEventAt: row.lastEventAt?.toISOString() ?? null,
       lastError: row.lastError,
       callCount,

apps/api/src/integrations/voip/daftareshoma-client.ts

@@ -0,0 +1,126 @@
+import { Injectable, Logger } from '@nestjs/common';
+
+const BASE_URL = 'https://coreapi.daftareshoma.com/api/Customize';
+const MAX_AUDIO_BYTES = 8 * 1024 * 1024;
+
+export type DaftaresomaOutgoingCallInput = {
+  fromNumber: string;
+  toNumber: string;
+  callerExtension: string;
+};
+
+export type DaftaresomaCallSearchRow = {
+  id?: string;
+  fromNumber?: string;
+  toNumber?: string;
+  recordingId?: string | null;
+  direction?: string;
+  reportDispositionType?: string;
+  startTime?: string;
+  endTime?: string;
+  duration?: string;
+  extension?: string;
+};
+
+@Injectable()
+export class DaftaresomaClient {
+  private readonly logger = new Logger(DaftaresomaClient.name);
+
+  async outgoingCall(
+    apiToken: string,
+    input: DaftaresomaOutgoingCallInput,
+  ): Promise<void> {
+    const res = await fetch(`${BASE_URL}/OutgoingCall`, {
+      method: 'POST',
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        'Content-Type': 'application/json',
+        Accept: 'application/json',
+      },
+      body: JSON.stringify({
+        from_number: input.fromNumber,
+        to_number: input.toNumber,
+        caller_extension: input.callerExtension,
+      }),
+      signal: AbortSignal.timeout(15000),
+    });
+    if (!res.ok) {
+      const text = await res.text().catch(() => '');
+      this.logger.warn(
+        `OutgoingCall failed (${res.status}): ${text.slice(0, 300)}`,
+      );
+      throw new Error(
+        text.trim()
+          ? `تماس خروجی دفتر شما ناموفق بود (${res.status}): ${text.slice(0, 200)}`
+          : `تماس خروجی دفتر شما ناموفق بود (${res.status})`,
+      );
+    }
+  }
+
+  async findCallById(
+    apiToken: string,
+    callId: string,
+  ): Promise<DaftaresomaCallSearchRow | null> {
+    const res = await fetch(`${BASE_URL}/CustomerCallSearch`, {
+      method: 'POST',
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        'Content-Type': 'application/json',
+        Accept: 'application/json',
+      },
+      body: JSON.stringify({ id: callId, limit: 1, pagination: 1 }),
+      signal: AbortSignal.timeout(20000),
+    });
+    if (!res.ok) {
+      const text = await res.text().catch(() => '');
+      this.logger.warn(
+        `CustomerCallSearch failed (${res.status}): ${text.slice(0, 200)}`,
+      );
+      return null;
+    }
+    const json = (await res.json()) as {
+      data?: DaftaresomaCallSearchRow[];
+    };
+    const row = Array.isArray(json.data) ? json.data[0] : null;
+    return row ?? null;
+  }
+
+  async downloadRecording(
+    apiToken: string,
+    recordingId: string,
+  ): Promise<{ buffer: ArrayBuffer; contentType: string; filename: string }> {
+    const url = new URL(`${BASE_URL}/GetCallRecording`);
+    url.searchParams.set('recordingId', recordingId);
+    const res = await fetch(url.toString(), {
+      method: 'GET',
+      headers: {
+        Authorization: `Bearer ${apiToken}`,
+        Accept: '*/*',
+        'User-Agent': 'MontactCRM-VoIP/1.0',
+      },
+      signal: AbortSignal.timeout(60000),
+      redirect: 'follow',
+    });
+    if (!res.ok) {
+      const text = await res.text().catch(() => '');
+      throw new Error(
+        `دانلود ضبط دفتر شما ناموفق بود (${res.status})${text ? `: ${text.slice(0, 160)}` : ''}`,
+      );
+    }
+    const contentLength = Number(res.headers.get('content-length') || 0);
+    if (contentLength > MAX_AUDIO_BYTES) {
+      throw new Error('حجم فایل ضبط بیش از حد مجاز است');
+    }
+    const buffer = await res.arrayBuffer();
+    if (buffer.byteLength > MAX_AUDIO_BYTES) {
+      throw new Error('حجم فایل ضبط بیش از حد مجاز است');
+    }
+    if (!buffer.byteLength) {
+      throw new Error('فایل ضبط خالی است');
+    }
+    const contentType =
+      res.headers.get('content-type')?.split(';')[0]?.trim() || 'audio/wav';
+    const filename = `daftareshoma-${recordingId}.wav`;
+    return { buffer, contentType, filename };
+  }
+}

apps/api/src/integrations/voip/daftareshoma-webhook.ts

@@ -0,0 +1,168 @@
+import type { VoipWebhookEvent } from '@mento/shared';
+
+/** پیشوند ذخیره‌شده در recordingUrl برای واکشی بعدی با توکن API */
+export const DAFTARESHOMA_RECORDING_PREFIX = 'daftareshoma-recording:';
+
+export function daftareshomaRecordingRef(recordingId: string): string {
+  return `${DAFTARESHOMA_RECORDING_PREFIX}${recordingId}`;
+}
+
+export function parseDaftaresomaRecordingRef(
+  value: string | null | undefined,
+): string | null {
+  const raw = String(value ?? '').trim();
+  if (!raw.startsWith(DAFTARESHOMA_RECORDING_PREFIX)) return null;
+  const id = raw.slice(DAFTARESHOMA_RECORDING_PREFIX.length).trim();
+  return id || null;
+}
+
+type Loose = Record<string, unknown>;
+
+function str(v: unknown): string {
+  return v == null ? '' : String(v).trim();
+}
+
+function pick(obj: Loose, ...keys: string[]): string {
+  for (const k of keys) {
+    const v = str(obj[k]);
+    if (v) return v;
+  }
+  return '';
+}
+
+function parseDurationSec(raw: unknown): number | undefined {
+  if (raw == null || raw === '') return undefined;
+  if (typeof raw === 'number' && Number.isFinite(raw)) {
+    return Math.max(0, Math.round(raw));
+  }
+  const s = String(raw).trim();
+  if (!s) return undefined;
+  if (/^\d+(\.\d+)?$/.test(s)) return Math.max(0, Math.round(Number(s)));
+  const parts = s.split(':').map((p) => Number(p));
+  if (parts.some((n) => !Number.isFinite(n))) return undefined;
+  if (parts.length === 3) {
+    return Math.max(0, Math.round(parts[0]! * 3600 + parts[1]! * 60 + parts[2]!));
+  }
+  if (parts.length === 2) {
+    return Math.max(0, Math.round(parts[0]! * 60 + parts[1]!));
+  }
+  return undefined;
+}
+
+/**
+ * رویداد وب‌هوک دفتر شما را به VoipWebhookEvent تبدیل می‌کند.
+ * اگر payload از قبل فرمت Montact باشد، همان را برمی‌گرداند.
+ */
+export function mapDaftaresomaWebhook(
+  body: unknown,
+): VoipWebhookEvent | null {
+  if (!body || typeof body !== 'object') return null;
+  const obj = body as Loose;
+
+  const legacyCallId = pick(obj, 'callId');
+  if (legacyCallId && (obj.direction || obj.status || obj.from || obj.to)) {
+    return body as VoipWebhookEvent;
+  }
+
+  const eventType = pick(obj, 'EventType', 'eventType', 'event');
+  const callId = pick(obj, 'CallId', 'callId', 'Id', 'id');
+  if (!callId) return null;
+
+  const caller = pick(
+    obj,
+    'CallerNumber',
+    'callerNumber',
+    'from',
+    'From',
+    'fromNumber',
+  );
+  /** خط سازمانی که تماس روی آن آمده/رفته */
+  const lineExtension =
+    pick(obj, 'CalleeExtension', 'calleeExtension', 'Extension', 'extension') ||
+    undefined;
+  /** مقصد انتقال / شماره طرف مقابل روی خط */
+  const transferred = pick(
+    obj,
+    'TransferredToNumber',
+    'transferredToNumber',
+  );
+
+  const startedAt =
+    pick(obj, 'StartDateTime', 'startDateTime', 'startedAt') || undefined;
+  const endedAt =
+    pick(obj, 'EndDateTime', 'endDateTime', 'endedAt', 'DateTime') ||
+    undefined;
+  const durationSec = parseDurationSec(
+    obj.DurationInSeconds ?? obj.durationInSeconds ?? obj.durationSec,
+  );
+
+  const lower = eventType.toLowerCase();
+  const isOutbound = lower.includes('outgoing') || lower.includes('outbound');
+  const isStarted =
+    lower.includes('started') ||
+    lower.includes('ringing') ||
+    lower.includes('transferstarted');
+  const isEnded =
+    lower.includes('ended') ||
+    lower.includes('completed') ||
+    lower.includes('hangup');
+
+  let status: string = 'completed';
+  if (isStarted && !isEnded) {
+    status = 'ringing';
+  } else if (isEnded) {
+    const result = obj.Result ?? obj.result;
+    if (result === false || result === 'false' || result === 0) {
+      status = durationSec && durationSec > 0 ? 'completed' : 'missed';
+    } else if (result === true || result === 'true' || result === 1) {
+      status = 'completed';
+    } else {
+      status = 'completed';
+    }
+  }
+
+  const recordingId = pick(
+    obj,
+    'RecordingId',
+    'recordingId',
+    'RecordId',
+    'recordId',
+  );
+
+  // inbound: from=مشتری، to=همکار/مقصد انتقال یا خود خط
+  // outbound: from=همکار، to=مشتری (TransferredToNumber)
+  let from = caller || undefined;
+  let to: string | undefined;
+  if (isOutbound) {
+    to = transferred || undefined;
+  } else {
+    to = transferred || lineExtension || undefined;
+  }
+
+  const event: VoipWebhookEvent = {
+    callId,
+    direction: isOutbound ? 'outbound' : 'inbound',
+    status,
+    from,
+    to,
+    lineExtension,
+    startedAt,
+    endedAt,
+    durationSec,
+    caller: from,
+    callee: to,
+  };
+  if (recordingId) {
+    event.recordingUrl = daftareshomaRecordingRef(recordingId);
+  }
+  return event;
+}
+
+export function isDaftaresomaWebhookPayload(body: unknown): boolean {
+  if (!body || typeof body !== 'object') return false;
+  const obj = body as Loose;
+  return Boolean(
+    pick(obj, 'EventType', 'eventType') ||
+      (pick(obj, 'CallId') && pick(obj, 'CallerNumber', 'callerNumber')),
+  );
+}

apps/api/src/integrations/voip/dto.ts

@@ -1,5 +1,6 @@
 import {
   IsBoolean,
+  IsIn,
   IsOptional,
   IsString,
   MaxLength,
@@ -12,6 +13,10 @@ export class CreateVoipConnectionDto {
   @MaxLength(80)
   label!: string;
 
+  @IsOptional()
+  @IsIn(['generic', 'daftareshoma'])
+  provider?: 'generic' | 'daftareshoma';
+
   @IsOptional()
   @IsString()
   @MaxLength(200)
@@ -22,6 +27,21 @@ export class CreateVoipConnectionDto {
   @MaxLength(500)
   clickToCallUrl?: string | null;
 
+  @IsOptional()
+  @IsString()
+  @MaxLength(500)
+  apiToken?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  fromNumber?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  callerExtension?: string | null;
+
   @IsOptional()
   @IsBoolean()
   enabled?: boolean;
@@ -44,6 +64,21 @@ export class UpdateVoipConnectionDto {
   @MaxLength(500)
   clickToCallUrl?: string | null;
 
+  @IsOptional()
+  @IsString()
+  @MaxLength(500)
+  apiToken?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  fromNumber?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  callerExtension?: string | null;
+
   @IsOptional()
   @IsBoolean()
   enabled?: boolean;

apps/api/src/integrations/voip/stt-client.service.ts

@@ -18,17 +18,31 @@ export class SttClientService {
       throw new ServiceUnavailableException('سرویس تبدیل گفتار فعال نیست');
     }
 
+    const timeoutMs = Number(
+      this.config.get<string>('STT_TIMEOUT_MS') || 180000,
+    );
+    const audio = await this.downloadAudio(recordingUrl, timeoutMs);
+    return this.transcribeAudio(audio, timeoutMs);
+  }
+
+  async transcribeAudio(
+    audio: { buffer: ArrayBuffer; contentType: string; filename: string },
+    timeoutMs?: number,
+  ): Promise<string> {
+    if (!this.isEnabled()) {
+      throw new ServiceUnavailableException('سرویس تبدیل گفتار فعال نیست');
+    }
+
     const baseUrl = this.config.get<string>('STT_URL')?.trim();
     if (!baseUrl) {
       throw new ServiceUnavailableException('آدرس سرویس STT تنظیم نشده');
     }
 
-    const timeoutMs = Number(
+    const waitMs = timeoutMs ?? Number(
       this.config.get<string>('STT_TIMEOUT_MS') || 180000,
     );
     const token = this.config.get<string>('STT_INTERNAL_TOKEN')?.trim() || '';
 
-    const audio = await this.downloadAudio(recordingUrl, timeoutMs);
     const form = new FormData();
     const blob = new Blob([new Uint8Array(audio.buffer)], {
       type: audio.contentType,
@@ -39,7 +53,7 @@ export class SttClientService {
     if (token) headers['X-STT-Token'] = token;
 
     const controller = new AbortController();
-    const timer = setTimeout(() => controller.abort(), timeoutMs);
+    const timer = setTimeout(() => controller.abort(), waitMs);
     try {
       const res = await fetch(`${baseUrl.replace(/\/$/, '')}/transcribe`, {
         method: 'POST',

apps/api/src/integrations/voip/voip.controller.ts

@@ -28,6 +28,10 @@ import {
   UpdateVoipConnectionDto,
   VoipClickToCallDto,
 } from './dto';
+import {
+  isDaftaresomaWebhookPayload,
+  mapDaftaresomaWebhook,
+} from './daftareshoma-webhook';
 
 @Controller('integrations/voip')
 @UseGuards(JwtAuthGuard, RolesGuard, OrgModuleGuard)
@@ -78,8 +82,16 @@ export class VoipController {
   recent(
     @CurrentUser() user: { organizationId: string },
     @Query('connectionId') connectionId?: string,
+    @Query('direction') direction?: string,
+    @Query('status') status?: string,
+    @Query('lineExtension') lineExtension?: string,
   ) {
-    return this.calls.listRecent(user.organizationId, connectionId);
+    return this.calls.listRecent(user.organizationId, {
+      connectionId,
+      direction,
+      status,
+      lineExtension,
+    });
   }
 
   @Post('click-to-call')
@@ -129,11 +141,21 @@ export class VoipWebhookController {
       if (!ok) throw new UnauthorizedException('امضای وب‌هوک نامعتبر است');
     }
 
-    if (!body?.callId) {
+    let event: VoipWebhookEvent | null = null;
+    if (
+      row.provider === 'daftareshoma' ||
+      isDaftaresomaWebhookPayload(body)
+    ) {
+      event = mapDaftaresomaWebhook(body);
+    } else if (body?.callId) {
+      event = body;
+    }
+
+    if (!event?.callId) {
       return { ok: false, error: 'callId required' };
     }
 
-    const result = await this.calls.ingestWebhook(connectionId, body);
+    const result = await this.calls.ingestWebhook(connectionId, event);
     return { ok: true, ...result };
   }
 }

apps/api/src/integrations/voip/voip.module.ts

@@ -7,6 +7,7 @@ import { TahesabCryptoService } from '../tahesab/tahesab-crypto.service';
 import { CallSummaryService } from './call-summary.service';
 import { VoipConnectionsService } from './connections.service';
 import { VoipCallsService } from './calls.service';
+import { DaftaresomaClient } from './daftareshoma-client';
 import { SttClientService } from './stt-client.service';
 import { VoipController, VoipWebhookController } from './voip.controller';
 
@@ -17,6 +18,7 @@ import { VoipController, VoipWebhookController } from './voip.controller';
     TahesabCryptoService,
     VoipConnectionsService,
     VoipCallsService,
+    DaftaresomaClient,
     SttClientService,
     CallSummaryService,
   ],

apps/api/src/integrations/woocommerce/sync.service.ts

@@ -6,7 +6,11 @@ import type {
   WooCommerceSyncResultDto,
 } from '@mento/shared';
 import { PrismaService } from '../../prisma/prisma.service';
-import { normalizeEmail, normalizePhone } from '../../contacts/normalize';
+import {
+  normalizeEmail,
+  phoneIdentityKeys,
+  storedPhoneNumber,
+} from '../../contacts/normalize';
 import { WooConnectionsService } from './connections.service';
 import type { WooOrder } from './woo-client';
 
@@ -374,7 +378,8 @@ export class WooSyncService {
   ): Promise<string | null> {
     const billing = order.billing ?? {};
     const email = normalizeEmail(billing.email ?? null);
-    const mobile = normalizePhone(billing.phone ?? null);
+    const mobile = storedPhoneNumber(billing.phone ?? null);
+    const mobileKeys = phoneIdentityKeys(mobile);
     const firstName = (billing.first_name ?? '').trim() || 'مشتری';
     const lastName = (billing.last_name ?? '').trim() || 'ووکامرس';
 
@@ -387,7 +392,9 @@ export class WooSyncService {
         organizationId,
         OR: [
           ...(email ? [{ email }] : []),
-          ...(mobile ? [{ mobile }, { phone: mobile }] : []),
+          ...(mobileKeys.length
+            ? [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }]
+            : []),
         ],
       },
       select: { id: true },

apps/api/src/lead-forms/lead-forms.service.ts

@@ -21,9 +21,12 @@ import { StorageQuotaService } from '../billing/storage-quota.service';
 import { AutomationsService } from '../automations/automations.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
 import {
+  canonicalIranMobile,
   emptyToNull,
   normalizeEmail,
   normalizePhone,
+  phoneIdentityKeys,
+  storedPhoneNumber,
 } from '../contacts/normalize';
 import { LeadStagesService } from '../leads/lead-stages.service';
 
@@ -458,7 +461,10 @@ export class LeadFormsService {
       ? await this.prisma.person.findFirst({
           where: {
             organizationId: form.organizationId,
-            OR: [{ mobile }, { phone: mobile }],
+            OR: [
+              { mobile: { in: phoneIdentityKeys(mobile) } },
+              { phone: { in: phoneIdentityKeys(mobile) } },
+            ],
           },
           select: { id: true, firstName: true, lastName: true },
         })
@@ -641,13 +647,16 @@ export class LeadFormsService {
     ownerId: string,
   ): Promise<string> {
     const email = normalizeEmail(mapped.email);
-    const mobile = normalizePhone(mapped.mobile);
-    const phone = normalizePhone(mapped.phone);
+    const mobile = storedPhoneNumber(mapped.mobile);
+    const phone = storedPhoneNumber(mapped.phone);
 
     const or: Prisma.PersonWhereInput[] = [];
     if (email) or.push({ email });
-    if (mobile) or.push({ mobile });
 
+    const mobileKeys = phoneIdentityKeys(mobile);
+    if (mobileKeys.length) {
+      or.push({ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } });
+    }
     const existing = or.length
       ? await this.prisma.person.findFirst({
           where: { organizationId, OR: or },
@@ -1115,13 +1124,12 @@ function slugKey(label: string): string {
 }
 
 function mobileKey(raw: string | null | undefined): string | null {
+  const canon = canonicalIranMobile(raw);
+  if (canon) return canon;
   const n = normalizePhone(raw);
   if (!n) return null;
   const d = n.replace(/\D/g, '');
-  if (!d) return null;
-  if (d.startsWith('98') && d.length >= 12) return `0${d.slice(2)}`;
-  if (d.length === 10 && d.startsWith('9')) return `0${d}`;
-  return d.startsWith('0') ? d : d;
+  return d || null;
 }
 
 function normalizeDuplicateMode(raw?: string | null): string {

apps/api/src/leads/leads.controller.ts

@@ -246,7 +246,11 @@ export class LeadsController {
     @Query('source') source?: string,
     @Query('unassigned') unassigned?: string,
     @Query('archived') archived?: string,
+    @Query('converted') converted?: string,
     @Query('hasMobile') hasMobile?: string,
+    @Query('followUp') followUp?: string,
+    @Query('createdFrom') createdFrom?: string,
+    @Query('createdTo') createdTo?: string,
   ) {
     return this.leads.listIds(user, {
       q,
@@ -258,7 +262,11 @@ export class LeadsController {
       source,
       unassigned: unassigned === '1' || unassigned === 'true',
       archived: archived === '1' || archived === 'true',
+      converted: converted === '1' || converted === 'true',
       hasMobile: hasMobile === '1' || hasMobile === 'true',
+      followUp,
+      createdFrom,
+      createdTo,
     });
   }
 
@@ -276,8 +284,12 @@ export class LeadsController {
     @Query('source') source?: string,
     @Query('unassigned') unassigned?: string,
     @Query('archived') archived?: string,
+    @Query('converted') converted?: string,
     @Query('sort') sort?: string,
     @Query('hasMobile') hasMobile?: string,
+    @Query('followUp') followUp?: string,
+    @Query('createdFrom') createdFrom?: string,
+    @Query('createdTo') createdTo?: string,
   ) {
     return this.leads.list(user, {
       q,
@@ -291,8 +303,12 @@ export class LeadsController {
       source,
       unassigned: unassigned === '1' || unassigned === 'true',
       archived: archived === '1' || archived === 'true',
+      converted: converted === '1' || converted === 'true',
       sort,
       hasMobile: hasMobile === '1' || hasMobile === 'true',
+      followUp,
+      createdFrom,
+      createdTo,
     });
   }
 

apps/api/src/leads/leads.service.ts

@@ -38,12 +38,23 @@ import {
   collectAddresses,
   toJsonAddresses,
 } from '../common/custom-fields';
-import { emptyToNull, normalizePhone } from '../contacts/normalize';
+import {
+  canonicalIranMobile,
+  emptyToNull,
+  normalizePhone,
+  phoneIdentityKeys,
+} from '../contacts/normalize';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { StorageQuotaService } from '../billing/storage-quota.service';
 import { LeadStagesService } from './lead-stages.service';
 import { buildSearchWhere, ci } from '../common/search';
 import { GamificationService } from '../gamification/gamification.service';
+import {
+  addDays,
+  isDayKey,
+  tehranDayKey,
+  tehranDayStart,
+} from '../routines/routine-dates';
 
 const LOGO_MAX_BYTES = 2 * 1024 * 1024;
 const LOGO_EXT: Record<string, string> = {
@@ -55,13 +66,20 @@ const LOGO_EXT: Record<string, string> = {
 };
 
 function mobileKey(raw: string | null | undefined): string | null {
+  const canon = canonicalIranMobile(raw);
+  if (canon) return canon;
   const n = normalizePhone(raw);
   if (!n) return null;
   const d = n.replace(/\D/g, '');
-  if (!d) return null;
-  if (d.startsWith('98') && d.length >= 12) return `0${d.slice(2)}`;
-  if (d.length === 10 && d.startsWith('9')) return `0${d}`;
-  return d.startsWith('0') ? d : d;
+  return d || null;
+}
+
+function personWithMobile(organizationId: string, mobile: string): Prisma.PersonWhereInput {
+  const keys = phoneIdentityKeys(mobile);
+  return {
+    organizationId,
+    OR: [{ mobile: { in: keys } }, { phone: { in: keys } }],
+  };
 }
 
 function leadAccessWhere(actor: Actor): Prisma.LeadWhereInput {
@@ -130,7 +148,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Prisma.LeadWhereInput {
     const search = buildSearchWhere<Prisma.LeadWhereInput>(opts.q, (t) => [
@@ -149,22 +171,77 @@ export class LeadsService {
     if (opts.hasMobile) {
       and.push({ mobile: { not: '' } });
     }
+    const follow = this.followUpWhere(opts.followUp);
+    if (follow) and.push(follow);
+    const createdRange = this.createdAtWhere(opts.createdFrom, opts.createdTo);
+    if (createdRange) and.push(createdRange);
     return {
-      organizationId: actor.organizationId,
-      ...leadAccessWhere(actor),
-      archivedAt: opts.archived ? { not: null } : null,
-      ...(opts.stageId ? { stageId: opts.stageId } : {}),
-      ...(opts.assigneeId ? { assigneeId: opts.assigneeId } : {}),
-      ...(opts.unassigned ? { assigneeId: null } : {}),
-      ...(opts.city ? { city: { contains: opts.city, mode: 'insensitive' } } : {}),
-      ...(opts.region
-        ? { region: { contains: opts.region, mode: 'insensitive' } }
-        : {}),
-      ...(opts.trade ? { trade: { contains: opts.trade, mode: 'insensitive' } } : {}),
-      ...(opts.source
-        ? { source: { contains: opts.source, mode: 'insensitive' } }
-        : {}),
-      ...(and.length ? { AND: and } : {}),
+      AND: [
+        {
+          organizationId: actor.organizationId,
+          ...leadAccessWhere(actor),
+          archivedAt: opts.archived ? { not: null } : null,
+          ...(opts.converted ? { convertedPersonId: { not: null } } : {}),
+          ...(opts.stageId ? { stageId: opts.stageId } : {}),
+          ...(opts.city ? { city: { contains: opts.city, mode: 'insensitive' } } : {}),
+          ...(opts.region
+            ? { region: { contains: opts.region, mode: 'insensitive' } }
+            : {}),
+          ...(opts.trade ? { trade: { contains: opts.trade, mode: 'insensitive' } } : {}),
+          ...(opts.source
+            ? { source: { contains: opts.source, mode: 'insensitive' } }
+            : {}),
+        },
+        ...(opts.unassigned ? [{ assigneeId: null }] : []),
+        ...(opts.assigneeId && !opts.unassigned ? [{ assigneeId: opts.assigneeId }] : []),
+        ...and,
+      ],
+    };
+  }
+
+  /** مرز روز به وقت تهران برای فیلترهای «امروز». */
+  private tehranDayBounds(day = tehranDayKey()) {
+    const start = tehranDayStart(day);
+    const end = tehranDayStart(addDays(day, 1));
+    return { start, end };
+  }
+
+  private followUpWhere(followUp?: string): Prisma.LeadWhereInput | null {
+    if (!followUp) return null;
+    const { start, end } = this.tehranDayBounds();
+    switch (followUp) {
+      case 'due_today':
+        return { nextFollowUpAt: { gte: start, lt: end } };
+      case 'overdue':
+        return { nextFollowUpAt: { not: null, lt: start } };
+      case 'called_today':
+        return { lastContactAt: { gte: start, lt: end } };
+      case 'missed_today':
+        return {
+          nextFollowUpAt: { not: null, lt: end },
+          OR: [{ lastContactAt: null }, { lastContactAt: { lt: start } }],
+        };
+      case 'no_follow_up':
+        return { nextFollowUpAt: null };
+      default:
+        return null;
+    }
+  }
+
+  private createdAtWhere(
+    createdFrom?: string,
+    createdTo?: string,
+  ): Prisma.LeadWhereInput | null {
+    const from = isDayKey(createdFrom) ? tehranDayStart(createdFrom) : null;
+    const to = isDayKey(createdTo)
+      ? tehranDayStart(addDays(createdTo, 1))
+      : null;
+    if (!from && !to) return null;
+    return {
+      createdAt: {
+        ...(from ? { gte: from } : {}),
+        ...(to ? { lt: to } : {}),
+      },
     };
   }
 
@@ -182,8 +259,12 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       sort?: string;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Promise<PaginatedResponse<LeadDto>> {
     await this.stages.ensureDefaults(actor.organizationId);
@@ -231,7 +312,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
     max = FILTERED_IDS_MAX,
   ): Promise<FilteredIdsResponse> {
@@ -323,10 +408,7 @@ export class LeadsService {
       };
     }
     const person = await this.prisma.person.findFirst({
-      where: {
-        organizationId: actor.organizationId,
-        OR: [{ mobile }, { phone: mobile }],
-      },
+      where: personWithMobile(actor.organizationId, mobile),
       select: { id: true, firstName: true, lastName: true },
     });
     if (person) {
@@ -966,10 +1048,7 @@ export class LeadsService {
     }
 
     let person = await this.prisma.person.findFirst({
-      where: {
-        organizationId: actor.organizationId,
-        OR: [{ mobile: lead.mobile }, { phone: lead.mobile }],
-      },
+      where: personWithMobile(actor.organizationId, lead.mobile),
     });
     let createdPerson = false;
 
@@ -996,7 +1075,7 @@ export class LeadsService {
           lastName: named.lastName,
           gender: named.gender,
           showGenderInName: named.showGenderInName,
-          mobile: lead.mobile,
+          mobile: canonicalIranMobile(lead.mobile) ?? lead.mobile,
           phone: lead.phone,
           instagram: lead.instagram,
           birthDate: lead.birthDate,
@@ -1110,7 +1189,7 @@ export class LeadsService {
       newStage
         ? this.prisma.lead.count({ where: { ...base, stageId: newStage.id } })
         : Promise.resolve(0),
-      this.prisma.lead.count({ where: { ...base, assigneeId: null } }),
+      this.prisma.lead.count({ where: { AND: [base, { assigneeId: null }] } }),
       convertedIds.length
         ? this.prisma.lead.count({
             where: { ...base, stageId: { in: convertedIds } },
@@ -1170,6 +1249,95 @@ export class LeadsService {
     };
   }
 
+  async createFromExternal(input: {
+    organizationId: string;
+    siteName: string;
+    firstName?: string | null;
+    lastName?: string | null;
+    mobile: string;
+    storeName?: string | null;
+    source?: string | null;
+  }): Promise<{
+    ok: true;
+    created: boolean;
+    duplicate: boolean;
+    leadId: string | null;
+  }> {
+    const mobile = mobileKey(input.mobile);
+    if (!mobile || !/^09\d{9}$/.test(mobile)) {
+      throw new BadRequestException('شماره موبایل معتبر نیست');
+    }
+
+    const contactName =
+      `${input.firstName?.trim() ?? ''} ${input.lastName?.trim() ?? ''}`.trim() || null;
+    const storeName = input.storeName?.trim() ?? '';
+    const source = emptyToNull(input.source);
+    const title = storeName || contactName || mobile;
+    const siteName = input.siteName.trim() || 'سایت بیرونی';
+
+    const existing = await this.prisma.lead.findFirst({
+      where: { organizationId: input.organizationId, mobile, archivedAt: null },
+      select: { id: true, source: true, contactName: true },
+    });
+    if (existing) {
+      const patch: Prisma.LeadUpdateInput = {};
+      if (!existing.source && source) patch.source = source;
+      if (!existing.contactName && contactName) patch.contactName = contactName;
+      if (Object.keys(patch).length) {
+        await this.prisma.lead.update({ where: { id: existing.id }, data: patch });
+      }
+      await this.prisma.leadEvent.create({
+        data: {
+          organizationId: input.organizationId,
+          leadId: existing.id,
+          type: 'note',
+          title: 'درخواست دوباره از سایت',
+          body: [`سایت: ${siteName}`, source ? `منبع: ${source}` : null]
+            .filter(Boolean)
+            .join('\n'),
+        },
+      });
+      return { ok: true, created: false, duplicate: true, leadId: existing.id };
+    }
+
+    const person = await this.prisma.person.findFirst({
+      where: personWithMobile(input.organizationId, mobile),
+      select: { id: true },
+    });
+    if (person) {
+      return { ok: true, created: false, duplicate: true, leadId: null };
+    }
+
+    await this.stages.ensureDefaults(input.organizationId);
+    const stages = await this.stages.list(input.organizationId);
+    const stageId = stages[0]?.id;
+    if (!stageId) throw new BadRequestException('مرحله‌ای تعریف نشده');
+
+    const lead = await this.prisma.lead.create({
+      data: {
+        organizationId: input.organizationId,
+        title,
+        contactName,
+        mobile,
+        source,
+        notes: `ثبت از سایت: ${siteName}`,
+        stageId,
+      },
+    });
+    await this.prisma.leadEvent.create({
+      data: {
+        organizationId: input.organizationId,
+        leadId: lead.id,
+        type: 'created',
+        title: 'لید از سایت ثبت شد',
+        body: [`سایت: ${siteName}`, source ? `منبع: ${source}` : null]
+          .filter(Boolean)
+          .join('\n'),
+      },
+    });
+    return { ok: true, created: true, duplicate: false, leadId: lead.id };
+  }
+
   async createFromImportRow(
     organizationId: string,
     createdById: string | null,
@@ -1212,10 +1380,7 @@ export class LeadsService {
     }
 
     const existingPerson = await this.prisma.person.findFirst({
-      where: {
-        organizationId,
-        OR: [{ mobile }, { phone: mobile }],
-      },
+      where: personWithMobile(organizationId, mobile),
       select: { id: true },
     });
     if (existingPerson) {

apps/api/src/memberships/memberships.service.ts

@@ -1,4 +1,5 @@
 import {
+  BadRequestException,
   ForbiddenException,
   Injectable,
   NotFoundException,
@@ -70,6 +71,16 @@ export class MembershipsService {
     }));
   }
 
+  /** هر محیط یک مالک فعال دارد: همان کسی که محیط را ثبت کرده. */
+  async assertSoleOwner(organizationId: string, userId: string) {
+    const others = await this.countActiveOwners(organizationId, userId);
+    if (others > 0) {
+      throw new BadRequestException(
+        'هر محیط فقط یک مالک دارد و مالک همان کسی است که ثبت‌نام کرده. برای دسترسی کامل نقش مدیر را انتخاب کنید.',
+      );
+    }
+  }
+
   async createMembership(data: {
     userId: string;
     organizationId: string;
@@ -78,6 +89,9 @@ export class MembershipsService {
     commissionPercent?: number;
     isActive?: boolean;
   }) {
+    if (data.role === 'owner' && data.isActive !== false) {
+      await this.assertSoleOwner(data.organizationId, data.userId);
+    }
     return this.prisma.membership.create({
       data: {
         userId: data.userId,

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

@@ -14,7 +14,7 @@ import type { Actor } from '../common/record-scope';
 import { dealAccessWhere, resolveOwnerId } from '../common/record-scope';
 import { dealPriorWhere } from '../common/prior-archive';
 import { asCustomFields, toJsonCustomFields } from '../common/custom-fields';
-import { normalizePhone } from '../contacts/normalize';
+import { phoneIdentityKeys, storedPhoneNumber } from '../contacts/normalize';
 import {
   excelFieldsFromColumns,
   formatJalaliDate,
@@ -708,9 +708,9 @@ export class DealsExcelService {
   ): Promise<string | null> {
     const orgId = actor.organizationId;
     const code = cleanCode(row.personCode);
-    const mobile = normalizePhone(row.personMobile);
-    const mobileCore = mobile ? mobile.replace(/^\+98|^98|^0/, '') : '';
-    const validMobile = mobileCore.length >= 8 ? mobile : null;
+    const mobile = storedPhoneNumber(row.personMobile);
+    const mobileKeys = phoneIdentityKeys(mobile);
+    const validMobile = (mobile ?? '').replace(/\D/g, '').length >= 8 ? mobile : null;
     const first = (row.personFirstName ?? '').trim();
     const last = (row.personName ?? '').trim();
     const fullName = [first, last].filter(Boolean).join(' ');
@@ -731,7 +731,10 @@ export class DealsExcelService {
     }
     if (!found && validMobile) {
       found = await this.prisma.person.findFirst({
-        where: { organizationId: orgId, mobile: { contains: mobileCore } },
+        where: {
+          organizationId: orgId,
+          OR: [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }],
+        },
         select: { id: true },
       });
     }

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

@@ -31,8 +31,11 @@ export class PipelinesController {
   constructor(private readonly pipelinesService: PipelinesService) {}
 
   @Get()
-  list(@CurrentUser() user: { organizationId: string }) {
-    return this.pipelinesService.list(user.organizationId);
+  list(
+    @CurrentUser() user: Actor,
+    @Query('forLens') forLens?: string,
+  ) {
+    return this.pipelinesService.list(user, forLens === '1');
   }
 
   @Get('board')

apps/api/src/pipelines/pipelines.service.ts

@@ -102,24 +102,55 @@ export class PipelinesService {
     return this.toPipelineDto(created);
   }
 
-  async list(organizationId: string): Promise<PipelineDto[]> {
+  async list(actorOrOrgId: Actor | string, forLens = false): Promise<PipelineDto[]> {
+    const organizationId =
+      typeof actorOrOrgId === 'string' ? actorOrOrgId : actorOrOrgId.organizationId;
+    const actor = typeof actorOrOrgId === 'string' ? undefined : actorOrOrgId;
     await this.ensureDefaultPipeline(organizationId);
     const rows = await this.prisma.pipeline.findMany({
       where: { organizationId },
       include: { stages: { orderBy: { position: 'asc' } } },
       orderBy: [{ isDefault: 'desc' }, { name: 'asc' }],
     });
-    const counts = await this.prisma.deal.groupBy({
-      by: ['pipelineId'],
-      where: { organizationId },
-      _count: { _all: true },
-    });
+    const lens = actor?.priorLens;
+    const lensActive = forLens && (lens === 'current' || lens === 'archive');
+    const access = actor ? dealAccessWhere(actor) : {};
+    const prior = lensActive
+      ? dealPriorWhere(actor?.priorLens, actor?.priorCutoff)
+      : {};
+    const [counts, lensCounts] = await Promise.all([
+      this.prisma.deal.groupBy({
+        by: ['pipelineId'],
+        where: lensActive ? { organizationId, AND: [access] } : { organizationId },
+        _count: { _all: true },
+      }),
+      lensActive
+        ? this.prisma.deal.groupBy({
+            by: ['pipelineId'],
+            where: { organizationId, AND: [access, prior] },
+            _count: { _all: true },
+          })
+        : Promise.resolve([]),
+    ]);
     const dealCountByPipeline = new Map(
       counts.map((row) => [row.pipelineId, row._count._all]),
     );
-    return rows.map((row) => ({
+    const lensCountByPipeline = new Map(
+      lensCounts.map((row) => [row.pipelineId, row._count._all]),
+    );
+    const visible = lensActive
+      ? rows.filter((row) => {
+          const inLens = lensCountByPipeline.get(row.id) ?? 0;
+          const total = dealCountByPipeline.get(row.id) ?? 0;
+          if (lens === 'archive') return inLens > 0;
+          return inLens > 0 || total === 0;
+        })
+      : rows;
+    return visible.map((row) => ({
       ...this.toPipelineDto(row),
-      dealCount: dealCountByPipeline.get(row.id) ?? 0,
+      dealCount: lensActive
+        ? (lensCountByPipeline.get(row.id) ?? 0)
+        : (dealCountByPipeline.get(row.id) ?? 0),
     }));
   }
 

apps/api/src/platform/dto.ts

@@ -13,7 +13,7 @@ import {
   MinLength,
   ValidateIf,
 } from 'class-validator';
-import { USER_ROLES, type UserRole } from '@mento/shared';
+import { PRODUCT_PLAN_CODES, USER_ROLES, type ProductPlanCode, type UserRole } from '@mento/shared';
 
 export class PlatformLoginDto {
   @IsString()
@@ -189,6 +189,11 @@ export class SetStorageQuotaDto {
   quotaGb!: number | null;
 }
 
+export class ApplyProductPlanDto {
+  @IsIn(PRODUCT_PLAN_CODES)
+  planCode!: ProductPlanCode;
+}
+
 export class UpdateOrgModulesDto {
   @IsArray()
   @IsString({ each: true })

apps/api/src/platform/platform.controller.ts

@@ -13,6 +13,7 @@ import {
 import { CurrentUser } from '../auth/current-user.decorator';
 import {
   ApplyBillingPlanDto,
+  ApplyProductPlanDto,
   SetStorageQuotaDto,
   SetUserCapDto,
   CreatePlatformAdminDto,
@@ -168,6 +169,11 @@ export class PlatformController {
     return this.platform.setUserCap(id, dto.maxUsers);
   }
 
+  @Post('organizations/:id/product-plan')
+  applyProductPlan(@Param('id') id: string, @Body() dto: ApplyProductPlanDto) {
+    return this.platform.applyProductPlan(id, dto.planCode);
+  }
+
   @Patch('organizations/:id/modules')
   updateOrganizationModules(
     @Param('id') id: string,

apps/api/src/platform/platform.service.ts

@@ -9,6 +9,7 @@ import type {
   PlatformOrganizationDto,
   PlatformStatsDto,
   PlatformUserDto,
+  ProductPlanCode,
   UserRole,
 } from '@mento/shared';
 import { isBusinessField } from '@mento/shared';
@@ -472,6 +473,16 @@ export class PlatformService {
     return this.getUser(userId);
   }
 
+  async applyProductPlan(id: string, planCode: ProductPlanCode) {
+    const existing = await this.prisma.organization.findUnique({
+      where: { id },
+      select: { id: true },
+    });
+    if (!existing) throw new NotFoundException('محیط پیدا نشد');
+    await this.billing.applyProductPlan(id, planCode);
+    return this.getOrganization(id);
+  }
+
   async updateOrganizationModules(id: string, dto: UpdateOrgModulesDto) {
     const existing = await this.prisma.organization.findUnique({
       where: { id },
@@ -532,6 +543,9 @@ export class PlatformService {
     });
     if (!row) throw new NotFoundException('عضویت پیدا نشد');
     if (isActive && !row.isActive) {
+      if (row.role === 'owner') {
+        await this.memberships.assertSoleOwner(row.organizationId, row.userId);
+      }
       await this.billing.assertSeatAvailable(row.organizationId, row.userId);
     }
     if (!isActive && row.role === 'owner') {
@@ -562,6 +576,9 @@ export class PlatformService {
     });
     if (!row) throw new NotFoundException('عضویت پیدا نشد');
 
+    if (role === 'owner' && row.role !== 'owner') {
+      await this.memberships.assertSoleOwner(row.organizationId, row.userId);
+    }
     if (row.role === 'owner' && role !== 'owner') {
       const owners = await this.memberships.countActiveOwners(
         row.organizationId,
@@ -569,7 +586,7 @@ export class PlatformService {
       );
       if (owners < 1) {
         throw new BadRequestException(
-          'حداقل یک مالک برای سازمان لازم است؛ ابتدا مالک دیگری تعیین کنید',
+          'مالک محیط همان کسی است که ثبت‌نام کرده و نمی‌توان نقش او را عوض کرد',
         );
       }
     }

apps/api/src/portal/portal.service.ts

@@ -19,6 +19,7 @@ import type {
 } from '@mento/shared';
 import { TICKET_SLA_HOURS } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
+import { canonicalIranMobile, phoneIdentityKeys } from '../contacts/normalize';
 import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
 import type { PortalActor } from './portal-auth';
 
@@ -62,7 +63,7 @@ export class PortalService {
     mobileRaw: string,
   ): Promise<PortalRequestOtpResponse> {
     const org = await this.findOrg(slug);
-    const mobile = normalizeMobile(mobileRaw);
+    const mobile = canonicalIranMobile(mobileRaw) ?? normalizeMobile(mobileRaw);
     if (!mobile) {
       throw new BadRequestException('شماره موبایل معتبر نیست');
     }
@@ -123,7 +124,8 @@ export class PortalService {
     codeRaw: string,
   ): Promise<PortalLoginResponse> {
     const org = await this.findOrg(slug);
-    const mobile = normalizeMobile(mobileRaw);
+    const mobile = canonicalIranMobile(mobileRaw) ?? normalizeMobile(mobileRaw);
+    const mobileKeys = phoneIdentityKeys(mobile);
     const code = codeRaw.trim();
     if (!mobile || !code) {
       throw new BadRequestException('موبایل یا کد ناقص است');
@@ -148,10 +150,15 @@ export class PortalService {
       data: { consumedAt: new Date() },
     });
 
-    let person = await this.prisma.person.findFirst({
-      where: { organizationId: org.id, mobile },
-      orderBy: { createdAt: 'asc' },
-    });
+    let person = mobileKeys.length
+      ? await this.prisma.person.findFirst({
+          where: {
+            organizationId: org.id,
+            OR: [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }],
+          },
+          orderBy: { createdAt: 'asc' },
+        })
+      : null;
     if (!person) {
       person = await this.prisma.person.create({
         data: {

apps/api/src/project-boards/project-cards-excel.service.ts

@@ -3,7 +3,7 @@ import type { ImportContactsResult } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
 import { projectCardAccessWhere } from '../common/record-scope';
-import { normalizePhone } from '../contacts/normalize';
+import { phoneIdentityKeys, storedPhoneNumber } from '../contacts/normalize';
 import {
   excelFieldsFromColumns,
   formatJalaliDate,
@@ -256,11 +256,13 @@ export class ProjectCardsExcelService {
   }
 
   private async findPersonId(organizationId: string, row: Record<string, string>) {
-    const mobile = normalizePhone(row.personMobile);
-    if (mobile) {
-      const needle = mobile.replace(/^\+98|^98|^0/, '');
+    const mobileKeys = phoneIdentityKeys(storedPhoneNumber(row.personMobile));
+    if (mobileKeys.length) {
       const byMobile = await this.prisma.person.findFirst({
-        where: { organizationId, mobile: { contains: needle } },
+        where: {
+          organizationId,
+          OR: [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }],
+        },
         select: { id: true },
       });
       if (byMobile) return byMobile.id;

apps/api/src/public-api/api-key-auth.guard.ts

@@ -22,6 +22,7 @@ export class ApiKeyAuthGuard implements CanActivate {
         organizationId: string;
         role: string;
         apiKeyId?: string;
+        apiKeyName?: string;
       };
     }>();
 
@@ -44,6 +45,7 @@ export class ApiKeyAuthGuard implements CanActivate {
       organizationId: auth.organizationId,
       role: auth.role,
       apiKeyId: auth.apiKeyId,
+      apiKeyName: auth.name,
     };
     return true;
   }

apps/api/src/public-api/api-keys.service.ts

@@ -63,7 +63,7 @@ export class ApiKeysService {
 
   async authenticate(
     rawKey: string,
-  ): Promise<{ organizationId: string; apiKeyId: string; role: 'owner' }> {
+  ): Promise<{ organizationId: string; apiKeyId: string; name: string; role: 'owner' }> {
     const key = rawKey.trim();
     if (!key.startsWith('mk_') || key.length < 20) {
       throw new UnauthorizedException('کلید API نامعتبر است');
@@ -71,7 +71,7 @@ export class ApiKeysService {
     const keyHash = this.hashKey(key);
     const row = await this.prisma.organizationApiKey.findFirst({
       where: { keyHash, revokedAt: null },
-      select: { id: true, organizationId: true },
+      select: { id: true, organizationId: true, name: true },
     });
     if (!row) throw new UnauthorizedException('کلید API نامعتبر است');
 
@@ -83,6 +83,7 @@ export class ApiKeysService {
     return {
       organizationId: row.organizationId,
       apiKeyId: row.id,
+      name: row.name,
       role: 'owner',
     };
   }

apps/api/src/public-api/public-api-v1.controller.ts

@@ -1,18 +1,55 @@
 import {
+  Body,
   Controller,
   Get,
+  HttpCode,
+  HttpException,
+  HttpStatus,
   Param,
+  Post,
   Query,
   UseGuards,
 } from '@nestjs/common';
-import { IsInt, IsOptional, IsString, Max, Min } from 'class-validator';
+import { IsInt, IsOptional, IsString, Max, MaxLength, Min, MinLength } from 'class-validator';
 import { Type } from 'class-transformer';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { buildSearchWhere, ci } from '../common/search';
+import { LeadsService } from '../leads/leads.service';
 import { ApiKeyAuthGuard } from './api-key-auth.guard';
 
+class CreateExternalLeadDto {
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  firstName?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  lastName?: string;
+
+  @IsString()
+  @MinLength(8)
+  @MaxLength(20)
+  mobile!: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(200)
+  storeName?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(200)
+  source?: string;
+}
+
+const LEAD_RATE_WINDOW_MS = 60_000;
+const LEAD_RATE_MAX = 60;
+const leadHits = new Map<string, number[]>();
+
 class ListQueryDto {
   @IsOptional()
   @IsString()
@@ -35,7 +72,36 @@ class ListQueryDto {
 @Controller('public/v1')
 @UseGuards(ApiKeyAuthGuard)
 export class PublicApiV1Controller {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly leads: LeadsService,
+  ) {}
+
+  @Post('leads')
+  @HttpCode(200)
+  createLead(
+    @CurrentUser()
+    user: { organizationId: string; apiKeyId?: string; apiKeyName?: string },
+    @Body() body: CreateExternalLeadDto,
+  ) {
+    const bucket = user.apiKeyId || user.organizationId;
+    const now = Date.now();
+    const prev = (leadHits.get(bucket) ?? []).filter((t) => now - t < LEAD_RATE_WINDOW_MS);
+    if (prev.length >= LEAD_RATE_MAX) {
+      throw new HttpException('تعداد ارسال بیش از حد مجاز است. کمی بعد دوباره تلاش کنید.', HttpStatus.TOO_MANY_REQUESTS);
+    }
+    prev.push(now);
+    leadHits.set(bucket, prev);
+    return this.leads.createFromExternal({
+      organizationId: user.organizationId,
+      siteName: user.apiKeyName?.trim() || 'سایت بیرونی',
+      firstName: body.firstName,
+      lastName: body.lastName,
+      mobile: body.mobile,
+      storeName: body.storeName,
+      source: body.source,
+    });
+  }
 
   @Get('people')
   async listPeople(

apps/api/src/public-api/public-api.module.ts

@@ -1,6 +1,7 @@
 import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
 import { BillingModule } from '../billing/billing.module';
+import { LeadsModule } from '../leads/leads.module';
 import { ApiKeyAuthGuard } from './api-key-auth.guard';
 import { ApiKeysController } from './api-keys.controller';
 import { ApiKeysService } from './api-keys.service';
@@ -9,7 +10,7 @@ import { WebhooksController } from './webhooks.controller';
 import { WebhooksService } from './webhooks.service';
 
 @Module({
-  imports: [AuthModule, BillingModule],
+  imports: [AuthModule, BillingModule, LeadsModule],
   controllers: [ApiKeysController, WebhooksController, PublicApiV1Controller],
   providers: [ApiKeysService, ApiKeyAuthGuard, WebhooksService],
   exports: [ApiKeysService, WebhooksService],

apps/api/src/reports/reports.service.ts

@@ -18,6 +18,7 @@ import {
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
+import { customersPersonWhere } from '../common/data-access';
 import {
   type Actor,
   assigneeWhere,
@@ -54,7 +55,7 @@ export class ReportsService {
     const invoiceScope = ownerWhere(actor, 'finance');
     const activityScope = assigneeWhere(actor);
     const ticketScope = ticketAccessWhere(actor);
-    const personScope = elevated(actor.role) ? {} : { ownerId: actor.userId };
+    const personScope = customersPersonWhere(actor);
 
     const durationMs = end.getTime() - start.getTime();
     const prevEnd = new Date(start.getTime() - 1);
@@ -1534,7 +1535,7 @@ export class ReportsService {
     const orgId = actor.organizationId;
     const dealScope = ownerWhere(actor, 'deals');
     const activityScope = assigneeWhere(actor);
-    const personScope = elevated(actor.role) ? {} : { ownerId: actor.userId };
+    const personScope = customersPersonWhere(actor);
     const rates = await loadOrgRates(this.prisma, orgId);
     const now = new Date();
     const { jy, jm } = dateToJalali(now);

apps/api/src/routines/routine-mapper.ts

@@ -185,6 +185,7 @@ export function toRoutineDto(
     entityLink: normalizeEntityLink(row.entityLink),
     reminderMinutesBefore: row.reminderMinutesBefore,
     isActive: row.isActive,
+    createdById: row.createdById,
     recurrenceLabel: describeRecurrence(rule),
     executionRate: execution.total ? Math.round((execution.done / execution.total) * 100) : null,
     executionTotal: execution.total,

apps/api/src/routines/routines.service.ts

@@ -200,8 +200,7 @@ export class RoutinesService {
 
   async create(actor: Actor, dto: SaveRoutineDto): Promise<RoutineDto> {
     const scope = await this.scope(actor);
-    assertManager(scope);
-    const data = await this.buildData(actor, scope, dto);
+    const data = await this.buildData(actor, scope, this.ownRoutineInput(actor, scope, dto));
     const row = await this.prisma.routine.create({
       data: {
         ...data,
@@ -216,10 +215,9 @@ export class RoutinesService {
 
   async update(actor: Actor, id: string, dto: SaveRoutineDto): Promise<RoutineDto> {
     const scope = await this.scope(actor);
-    assertManager(scope);
     const existing = await this.findRoutine(actor.organizationId, id);
-    this.assertCanManageRoutine(scope, existing);
-    const data = await this.buildData(actor, scope, dto);
+    this.assertCanWriteRoutine(scope, existing);
+    const data = await this.buildData(actor, scope, this.ownRoutineInput(actor, scope, dto));
     const row = await this.prisma.routine.update({
       where: { id },
       data: data as Prisma.RoutineUncheckedUpdateInput,
@@ -232,9 +230,8 @@ export class RoutinesService {
 
   async toggle(actor: Actor, id: string, isActive: boolean): Promise<RoutineDto> {
     const scope = await this.scope(actor);
-    assertManager(scope);
     const existing = await this.findRoutine(actor.organizationId, id);
-    this.assertCanManageRoutine(scope, existing);
+    this.assertCanWriteRoutine(scope, existing);
     const row = await this.prisma.routine.update({
       where: { id },
       data: { isActive },
@@ -251,9 +248,8 @@ export class RoutinesService {
     dto: ChangeRoutineAssigneeDto,
   ): Promise<RoutineDto> {
     const scope = await this.scope(actor);
-    assertManager(scope);
     const existing = await this.findRoutine(actor.organizationId, id);
-    this.assertCanManageRoutine(scope, existing);
+    this.assertCanWriteRoutine(scope, existing);
     const target = await this.resolveTarget(actor, scope, dto.assigneeId, dto.teamId);
     await this.cancelTodayPending(id, 'تغییر مسئول روتین');
     const row = await this.prisma.routine.update({
@@ -268,9 +264,8 @@ export class RoutinesService {
 
   async duplicate(actor: Actor, id: string): Promise<RoutineDto> {
     const scope = await this.scope(actor);
-    assertManager(scope);
     const src = await this.findRoutine(actor.organizationId, id);
-    this.assertCanManageRoutine(scope, src);
+    this.assertCanWriteRoutine(scope, src);
     const {
       id: _id,
       createdAt: _c,
@@ -295,9 +290,8 @@ export class RoutinesService {
 
   async remove(actor: Actor, id: string) {
     const scope = await this.scope(actor);
-    assertManager(scope);
     const existing = await this.findRoutine(actor.organizationId, id);
-    this.assertCanManageRoutine(scope, existing);
+    this.assertCanWriteRoutine(scope, existing);
     await this.prisma.routine.update({
       where: { id },
       data: { deletedAt: new Date(), isActive: false },
@@ -345,6 +339,27 @@ export class RoutinesService {
     return row;
   }
 
+  /** عضو عادی فقط روتینی را می‌نویسد که خودش برای خودش ساخته است. */
+  private ownRoutineInput(actor: Actor, scope: RoutineScope, dto: SaveRoutineDto): SaveRoutineDto {
+    if (scope.isManager) return dto;
+    if (dto.teamId || (dto.assigneeId && dto.assigneeId !== actor.userId)) {
+      throw new ForbiddenException('فقط می‌توانید برای خودتان روتین بسازید');
+    }
+    return { ...dto, assigneeId: actor.userId, teamId: null };
+  }
+
+  private assertCanWriteRoutine(
+    scope: RoutineScope,
+    row: { assigneeId: string | null; teamId: string | null; createdById: string | null },
+  ) {
+    if (scope.isManager) {
+      this.assertCanManageRoutine(scope, row);
+      return;
+    }
+    if (row.createdById === scope.userId && row.assigneeId === scope.userId && !row.teamId) return;
+    throw new ForbiddenException('فقط روتینی که برای خودتان ساخته‌اید را می‌توانید تغییر دهید');
+  }
+
   private assertCanManageRoutine(
     scope: RoutineScope,
     row: { assigneeId: string | null; teamId: string | null; createdById: string | null },

apps/api/src/treasury/invoice-ledger.ts

@@ -0,0 +1,212 @@
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+
+const OPEN_INVOICE_STATUSES = ['issued', 'partially_paid', 'paid'] as const;
+
+export type InvoicePartyPosition = {
+  key: string;
+  partyKind: 'person' | 'company';
+  partyName: string;
+  /** فاکتورهای عادی به‌علاوهٔ ماندهٔ اول دورهٔ مثبت */
+  billed: Prisma.Decimal;
+  /** برگشتی‌ها و اضافه‌دریافت، برای ستون تسویه‌شدهٔ بدهکار */
+  offset: Prisma.Decimal;
+  /** مثبت = طلب ما، منفی = بدهی ما */
+  net: Prisma.Decimal;
+};
+
+type Bucket = {
+  key: string;
+  partyKind: 'person' | 'company';
+  partyName: string;
+  sales: Prisma.Decimal;
+  credits: Prisma.Decimal;
+  paid: Prisma.Decimal;
+  opening: Prisma.Decimal;
+};
+
+function zero() {
+  return new Prisma.Decimal(0);
+}
+
+function round2(value: Prisma.Decimal) {
+  return value.toDecimalPlaces(2);
+}
+
+/** همان فرمول ماندهٔ فاکتور: جمع ردیف‌ها − تخفیف + مالیات، برگشتی منفی. */
+export function signedInvoicePayable(invoice: {
+  kind: string;
+  discountAmount: Prisma.Decimal;
+  taxPercent: Prisma.Decimal;
+  lineItems: Array<{ quantity: Prisma.Decimal; unitPrice: Prisma.Decimal }>;
+}) {
+  const subtotal = invoice.lineItems.reduce(
+    (sum, line) => sum.plus(line.quantity.mul(line.unitPrice)),
+    zero(),
+  );
+  const discount = invoice.discountAmount ?? zero();
+  const taxable = Prisma.Decimal.max(subtotal.minus(discount), 0);
+  const tax = taxable.mul(invoice.taxPercent ?? 0).div(100);
+  const signed = round2(subtotal.minus(discount).plus(tax));
+  return invoice.kind === 'credit' ? signed.neg() : signed;
+}
+
+export async function internalBooksEnabled(prisma: PrismaService, organizationId: string) {
+  const connections = await prisma.accountingConnection.count({
+    where: { organizationId, enabled: true },
+  });
+  return connections === 0;
+}
+
+/**
+ * ماندهٔ طرف‌حساب از فاکتور صادرشده و ماندهٔ اول دوره.
+ * سند درآمد جدا ساخته نمی‌شود تا همان فروش دو بار طلب نشود.
+ * اگر حسابداری بیرونی وصل باشد، خالی برمی‌گردد.
+ */
+export async function loadInvoicePartyPositions(
+  prisma: PrismaService,
+  organizationId: string,
+): Promise<InvoicePartyPosition[]> {
+  if (!(await internalBooksEnabled(prisma, organizationId))) return [];
+
+  const [invoices, openings] = await Promise.all([
+    prisma.invoice.findMany({
+      where: { organizationId, status: { in: [...OPEN_INVOICE_STATUSES] } },
+      select: {
+        kind: true,
+        discountAmount: true,
+        taxPercent: true,
+        personId: true,
+        companyId: true,
+        person: { select: { firstName: true, lastName: true } },
+        company: { select: { name: true } },
+        lineItems: { select: { quantity: true, unitPrice: true } },
+        payments: { select: { amount: true } },
+      },
+    }),
+    prisma.partyOpeningBalance.findMany({
+      where: { organizationId },
+      select: {
+        personId: true,
+        amount: true,
+        person: { select: { firstName: true, lastName: true } },
+      },
+    }),
+  ]);
+
+  const buckets = new Map<string, Bucket>();
+  const ensure = (
+    key: string,
+    partyKind: 'person' | 'company',
+    partyName: string,
+  ) => {
+    const current = buckets.get(key);
+    if (current) return current;
+    const created: Bucket = {
+      key,
+      partyKind,
+      partyName,
+      sales: zero(),
+      credits: zero(),
+      paid: zero(),
+      opening: zero(),
+    };
+    buckets.set(key, created);
+    return created;
+  };
+
+  for (const invoice of invoices) {
+    const personId = invoice.personId;
+    const companyId = invoice.companyId;
+    const party = personId
+      ? {
+          key: `person:${personId}`,
+          partyKind: 'person' as const,
+          partyName:
+            `${invoice.person?.firstName ?? ''} ${invoice.person?.lastName ?? ''}`.trim() ||
+            'مشتری',
+        }
+      : companyId
+        ? {
+            key: `company:${companyId}`,
+            partyKind: 'company' as const,
+            partyName: invoice.company?.name?.trim() || 'شرکت',
+          }
+        : null;
+    if (!party) continue;
+    const bucket = ensure(party.key, party.partyKind, party.partyName);
+    const payable = signedInvoicePayable(invoice);
+    if (payable.greaterThan(0)) bucket.sales = bucket.sales.plus(payable);
+    else if (payable.lessThan(0)) bucket.credits = bucket.credits.plus(payable.abs());
+    const paid = invoice.payments.reduce((sum, row) => sum.plus(row.amount), zero());
+    bucket.paid = bucket.paid.plus(paid);
+  }
+
+  for (const opening of openings) {
+    if (opening.amount.equals(0)) continue;
+    const bucket = ensure(
+      `person:${opening.personId}`,
+      'person',
+      `${opening.person.firstName} ${opening.person.lastName}`.trim() || 'مشتری',
+    );
+    bucket.opening = bucket.opening.plus(opening.amount);
+  }
+
+  const positions: InvoicePartyPosition[] = [];
+  for (const bucket of buckets.values()) {
+    const net = round2(
+      bucket.opening.plus(bucket.sales).minus(bucket.credits).minus(bucket.paid),
+    );
+    if (net.equals(0)) continue;
+    const billed = round2(bucket.sales.plus(Prisma.Decimal.max(bucket.opening, 0)));
+    const offset = round2(billed.minus(net));
+    positions.push({
+      key: bucket.key,
+      partyKind: bucket.partyKind,
+      partyName: bucket.partyName,
+      billed,
+      offset: Prisma.Decimal.max(offset, 0),
+      net,
+    });
+  }
+  return positions;
+}
+
+/** فروش و برگشتیِ فاکتورهای صادرشده در بازه. وجه نقد را دوباره جمع نمی‌کند. */
+export async function invoiceSalesInPeriod(
+  prisma: PrismaService,
+  organizationId: string,
+  from: Date | null,
+  to: Date | null,
+) {
+  const empty = { sales: '0.00', credits: '0.00', net: '0.00' };
+  if (!(await internalBooksEnabled(prisma, organizationId))) return empty;
+
+  const invoices = await prisma.invoice.findMany({
+    where: { organizationId, status: { in: [...OPEN_INVOICE_STATUSES] } },
+    select: {
+      kind: true,
+      discountAmount: true,
+      taxPercent: true,
+      issuedAt: true,
+      createdAt: true,
+      lineItems: { select: { quantity: true, unitPrice: true } },
+    },
+  });
+
+  let sales = zero();
+  let credits = zero();
+  for (const invoice of invoices) {
+    const when = invoice.issuedAt ?? invoice.createdAt;
+    if (from && when < from) continue;
+    if (to && when > to) continue;
+    const payable = signedInvoicePayable(invoice);
+    if (payable.greaterThan(0)) sales = sales.plus(payable);
+    else if (payable.lessThan(0)) credits = credits.plus(payable.abs());
+  }
+  return {
+    sales: round2(sales).toFixed(2),
+    credits: round2(credits).toFixed(2),
+    net: round2(sales.minus(credits)).toFixed(2),
+  };
+}

apps/api/src/treasury/treasury-access.guard.ts

@@ -1,6 +1,7 @@
 import { CanActivate, ExecutionContext, ForbiddenException, Injectable } from '@nestjs/common';
 import {
   parseUserTreasuryAccess,
+  permissionsWithTreasuryOverride,
   treasurySectionAllowed,
   type TreasurySectionKey,
 } from '@mento/shared';
@@ -16,7 +17,12 @@ export class TreasuryAccessGuard implements CanActivate {
   constructor(private readonly prisma: PrismaService) {}
 
   async canActivate(context: ExecutionContext): Promise<boolean> {
-    const req = context.switchToHttp().getRequest<{ user?: Actor; originalUrl?: string; url?: string }>();
+    const req = context.switchToHttp().getRequest<{
+      user?: Actor;
+      method?: string;
+      originalUrl?: string;
+      url?: string;
+    }>();
     const actor = req.user;
     if (!actor) throw new ForbiddenException('دسترسی مالی مجاز نیست.');
     if (actor.role === 'owner' || actor.role === 'admin') return true;
@@ -30,11 +36,18 @@ export class TreasuryAccessGuard implements CanActivate {
     const rolePermissions = Array.isArray(membership?.orgRole?.permissions)
       ? membership.orgRole.permissions.map(String)
       : [];
-    const permissions = permissionsForTreasury(
+    const permissions = permissionsWithTreasuryOverride(
       rolePermissions,
       parseUserTreasuryAccess(membership?.treasuryAccessOverride),
     );
+    const method = (req.method || 'GET').toUpperCase();
     const url = req.originalUrl || req.url || '';
+    if (
+      isLookupForDocuments(method, url) &&
+      treasurySectionAllowed(actor.role, permissions, 'treasury_documents')
+    ) {
+      return true;
+    }
     if (!treasurySectionAllowed(actor.role, permissions, sectionForUrl(url))) {
       throw new ForbiddenException('به این بخش مدیریت مالی دسترسی ندارید.');
     }
@@ -42,14 +55,11 @@ export class TreasuryAccessGuard implements CanActivate {
   }
 }
 
-function permissionsForTreasury(
-  rolePermissions: string[],
-  override: ReturnType<typeof parseUserTreasuryAccess>,
-): string[] {
-  if (!override) return rolePermissions;
-  const rest = rolePermissions.filter((key) => key !== 'treasury' && !key.startsWith('treasury_'));
-  if (!override.enabled) return rest;
-  return ['treasury', ...override.sections, ...rest];
+/** فهرست حساب و دسته برای ثبت سند لازم است؛ صفحهٔ مدیریت‌شان جدا می‌ماند. */
+function isLookupForDocuments(method: string, url: string): boolean {
+  if (method !== 'GET' && method !== 'HEAD') return false;
+  const path = (url.split('?')[0] || '').replace(/\/+$/, '');
+  return path.endsWith('/treasury/accounts') || path.endsWith('/treasury/categories');
 }
 
 function sectionForUrl(url: string): TreasurySectionKey | 'treasury_documents' {

apps/api/src/treasury/treasury-ops.service.ts

@@ -2,8 +2,10 @@ import { BadRequestException, Injectable, Logger, NotFoundException } from '@nes
 import { Cron } from '@nestjs/schedule';
 import { Prisma } from '@prisma/client';
 import ExcelJS from 'exceljs';
+import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
+import { invoiceSalesInPeriod } from './invoice-ledger';
 
 function dec(value: Prisma.Decimal | number | string | null | undefined) {
   return new Prisma.Decimal(value ?? 0);
@@ -11,11 +13,20 @@ function dec(value: Prisma.Decimal | number | string | null | undefined) {
 function money(value: Prisma.Decimal | number | string) {
   return new Prisma.Decimal(value).toFixed(2);
 }
+function reasonText(value?: string | null) {
+  const text = value?.trim() ?? '';
+  return text ? text.slice(0, 500) : null;
+}
 function parseDate(iso?: string | null) {
   if (!iso) return null;
   const d = new Date(iso);
   return Number.isNaN(d.getTime()) ? null : d;
 }
+function payrollStatus(payable: Prisma.Decimal, paid: Prisma.Decimal) {
+  if (paid.lessThanOrEqualTo(0)) return 'open';
+  if (paid.greaterThanOrEqualTo(payable)) return 'settled';
+  return 'partial';
+}
 function periodKey(date: Date) {
   return date.toISOString().slice(0, 10);
 }
@@ -35,9 +46,15 @@ export class TreasuryOpsService {
   async listPayroll(actor: Actor) {
     const rows = await this.prisma.financialPayroll.findMany({
       where: { organizationId: actor.organizationId },
-      include: { movements: true },
+      include: {
+        movements: {
+          where: { voidedAt: null },
+          include: { account: { select: { name: true } } },
+          orderBy: { occurredAt: 'desc' },
+        },
+      },
       orderBy: { dueDate: 'desc' },
-      take: 100,
+      take: 500,
     });
     const users = await this.prisma.user.findMany({
       where: { id: { in: rows.map((row) => row.userId) } },
@@ -54,8 +71,11 @@ export class TreasuryOpsService {
       period: string;
       baseAmount: string | number;
       benefits?: string | number;
+      benefitsReason?: string | null;
       bonus?: string | number;
+      bonusReason?: string | null;
       deductions?: string | number;
+      deductionsReason?: string | null;
       dueDate?: string;
       notes?: string | null;
     },
@@ -80,14 +100,23 @@ export class TreasuryOpsService {
         period: input.period.trim(),
         baseAmount: base,
         benefits,
+        benefitsReason: benefits.greaterThan(0) ? reasonText(input.benefitsReason) : null,
         bonus,
+        bonusReason: bonus.greaterThan(0) ? reasonText(input.bonusReason) : null,
         deductions,
+        deductionsReason: deductions.greaterThan(0) ? reasonText(input.deductionsReason) : null,
         payable,
         dueDate: parseDate(input.dueDate) ?? new Date(),
         notes: input.notes?.trim() || null,
         createdById: actor.userId,
       },
-      include: { movements: true },
+      include: {
+        movements: {
+          where: { voidedAt: null },
+          include: { account: { select: { name: true } } },
+          orderBy: { occurredAt: 'desc' },
+        },
+      },
     });
     const user = await this.prisma.user.findUnique({ where: { id: row.userId }, select: { fullName: true } });
     return this.payrollDto(row, user?.fullName ?? '');
@@ -123,7 +152,7 @@ export class TreasuryOpsService {
     if (!account) throw new BadRequestException('حساب پرداخت پیدا نشد.');
     const balance = await this.balance(account.id);
     if (balance.lessThan(amount)) throw new BadRequestException('موجودی حساب کافی نیست.');
-    const status = paid.plus(amount).equals(row.payable) ? 'settled' : 'partial';
+    const status = payrollStatus(row.payable, paid.plus(amount));
     await this.prisma.$transaction([
       this.prisma.financialMovement.create({
         data: {
@@ -144,6 +173,123 @@ export class TreasuryOpsService {
     return this.listPayroll(actor);
   }
 
+  async updatePayroll(
+    actor: Actor,
+    id: string,
+    input: {
+      userId: string;
+      period: string;
+      baseAmount: string | number;
+      benefits?: string | number;
+      benefitsReason?: string | null;
+      bonus?: string | number;
+      bonusReason?: string | null;
+      deductions?: string | number;
+      deductionsReason?: string | null;
+    },
+  ) {
+    const row = await this.prisma.financialPayroll.findFirst({
+      where: { id, organizationId: actor.organizationId },
+      include: { movements: true },
+    });
+    if (!row || row.voidedAt || row.status === 'void') {
+      throw new NotFoundException('رکورد حقوق برای ویرایش پیدا نشد.');
+    }
+    const base = dec(input.baseAmount);
+    const benefits = dec(input.benefits ?? 0);
+    const bonus = dec(input.bonus ?? 0);
+    const deductions = dec(input.deductions ?? 0);
+    const payable = base.plus(benefits).plus(bonus).minus(deductions);
+    if (!input.userId || !input.period?.trim()) {
+      throw new BadRequestException('پرسنل و دوره حقوق لازم است.');
+    }
+    if (!payable.greaterThan(0)) throw new BadRequestException('مبلغ قابل پرداخت باید بزرگ‌تر از صفر باشد.');
+    const paid = this.paidOf(row.movements);
+    if (payable.lessThan(paid)) {
+      throw new BadRequestException('مبلغ قابل پرداخت از پرداخت‌های ثبت‌شده کمتر است.');
+    }
+    const member = await this.prisma.membership.findFirst({
+      where: { organizationId: actor.organizationId, userId: input.userId, isActive: true },
+    });
+    if (!member) throw new BadRequestException('این کاربر عضو محیط نیست.');
+    try {
+      await this.prisma.financialPayroll.update({
+        where: { id: row.id },
+        data: {
+          userId: input.userId,
+          period: input.period.trim(),
+          baseAmount: base,
+          benefits,
+          benefitsReason: benefits.greaterThan(0) ? reasonText(input.benefitsReason) : null,
+          bonus,
+          bonusReason: bonus.greaterThan(0) ? reasonText(input.bonusReason) : null,
+          deductions,
+          deductionsReason: deductions.greaterThan(0) ? reasonText(input.deductionsReason) : null,
+          payable,
+          status: payrollStatus(payable, paid),
+        },
+      });
+    } catch (error) {
+      if (error instanceof Prisma.PrismaClientKnownRequestError && error.code === 'P2002') {
+        throw new BadRequestException('برای این پرسنل در این دوره حقوق ثبت شده است.');
+      }
+      throw error;
+    }
+    return this.listPayroll(actor);
+  }
+
+  async updatePayrollPayment(
+    actor: Actor,
+    payrollId: string,
+    movementId: string,
+    input: { amount: string | number; accountId: string; occurredAt?: string },
+  ) {
+    const movement = await this.prisma.financialMovement.findFirst({
+      where: {
+        id: movementId,
+        payrollId,
+        organizationId: actor.organizationId,
+        voidedAt: null,
+      },
+    });
+    const payroll = await this.prisma.financialPayroll.findFirst({
+      where: { id: payrollId, organizationId: actor.organizationId },
+      include: { movements: true },
+    });
+    if (!movement || !payroll || payroll.voidedAt || payroll.status === 'void') {
+      throw new NotFoundException('پرداخت حقوق برای ویرایش پیدا نشد.');
+    }
+    const amount = dec(input.amount);
+    const otherPaid = this.paidOf(payroll.movements.filter((item) => item.id !== movement.id));
+    if (!amount.greaterThan(0) || otherPaid.plus(amount).greaterThan(payroll.payable)) {
+      throw new BadRequestException('مبلغ پرداخت حقوق نامعتبر است.');
+    }
+    const account = await this.prisma.financialAccount.findFirst({
+      where: { id: input.accountId, organizationId: actor.organizationId },
+    });
+    if (!account || (!account.isActive && account.id !== movement.accountId)) {
+      throw new BadRequestException('حساب پرداخت پیدا نشد.');
+    }
+    const available = await this.balance(account.id);
+    const room = account.id === movement.accountId ? available.plus(movement.amount) : available;
+    if (room.lessThan(amount)) throw new BadRequestException('موجودی حساب کافی نیست.');
+    await this.prisma.$transaction([
+      this.prisma.financialMovement.update({
+        where: { id: movement.id },
+        data: {
+          accountId: account.id,
+          amount,
+          occurredAt: parseDate(input.occurredAt) ?? movement.occurredAt,
+        },
+      }),
+      this.prisma.financialPayroll.update({
+        where: { id: payroll.id },
+        data: { status: payrollStatus(payroll.payable, otherPaid.plus(amount)) },
+      }),
+    ]);
+    return this.listPayroll(actor);
+  }
+
   async listRecurring(actor: Actor) {
     const rows = await this.prisma.financialRecurringItem.findMany({
       where: { organizationId: actor.organizationId },
@@ -314,13 +460,20 @@ export class TreasuryOpsService {
     return { from: from.toISOString(), to: to.toISOString(), current, previous, ...breakdown };
   }
 
-  async reportExcel(actor: Actor, from?: string, to?: string) {
+  async reportExcel(
+    actor: Actor,
+    from?: string,
+    to?: string,
+    parties?: { debtors: TreasuryPartyBalanceDto[]; creditors: TreasuryPartyBalanceDto[] },
+  ) {
     const data = await this.report(actor, from, to);
     const book = new ExcelJS.Workbook();
     const sheet = book.addWorksheet('گزارش مالی');
     sheet.addRow(['شاخص', 'این دوره', 'دوره قبل']);
     const rows: Array<[string, string, string]> = [
       ['درآمد ثبت‌شده', data.current.bookedIncome, data.previous.bookedIncome],
+      ['فروش فاکتور', data.current.invoiceSales, data.previous.invoiceSales],
+      ['فاکتور برگشتی', data.current.invoiceCredits, data.previous.invoiceCredits],
       ['هزینه ثبت‌شده', data.current.bookedExpense, data.previous.bookedExpense],
       ['سود عملیاتی', data.current.operatingProfit, data.previous.operatingProfit],
       ['ورود وجه', data.current.cashIn, data.previous.cashIn],
@@ -331,10 +484,41 @@ export class TreasuryOpsService {
     sheet.addRow([]);
     sheet.addRow(['دسته هزینه', 'مبلغ', 'سهم']);
     data.current.expenseCategories.forEach((row) => sheet.addRow([row.name, row.amount, row.share]));
+    if (parties) {
+      this.addPartySheet(book, 'بدهکاران', parties.debtors, 'دریافت‌شده');
+      this.addPartySheet(book, 'بستانکاران', parties.creditors, 'پرداخت‌شده');
+    }
     const buffer = await book.xlsx.writeBuffer();
     return Buffer.from(buffer);
   }
 
+  private addPartySheet(
+    book: ExcelJS.Workbook,
+    title: string,
+    rows: TreasuryPartyBalanceDto[],
+    settledLabel: string,
+  ) {
+    const sheet = book.addWorksheet(title);
+    const kindLabel: Record<string, string> = { person: 'مشتری', company: 'شرکت', user: 'کاربر' };
+    sheet.addRow(['طرف حساب', 'نوع', 'مبلغ کل', settledLabel, 'مانده']);
+    let amount = new Prisma.Decimal(0);
+    let settled = new Prisma.Decimal(0);
+    let remaining = new Prisma.Decimal(0);
+    for (const row of rows) {
+      sheet.addRow([
+        row.partyName,
+        (row.partyKind && kindLabel[row.partyKind]) || 'ثبت قبلی',
+        row.amount,
+        row.settledAmount,
+        row.remaining,
+      ]);
+      amount = amount.plus(row.amount);
+      settled = settled.plus(row.settledAmount);
+      remaining = remaining.plus(row.remaining);
+    }
+    sheet.addRow(['جمع', '', money(amount), money(settled), money(remaining)]);
+  }
+
   private async period(organizationId: string, from: Date, to: Date) {
     const docs = await this.prisma.financialDocument.findMany({
       where: {
@@ -374,10 +558,15 @@ export class TreasuryOpsService {
       amount: money(amount),
       share: bookedExpense.equals(0) ? '0' : amount.div(bookedExpense).mul(100).toFixed(1),
     }));
+    const invoiceSales = await invoiceSalesInPeriod(this.prisma, organizationId, from, to);
     return {
       bookedIncome: money(bookedIncome),
+      invoiceSales: invoiceSales.sales,
+      invoiceCredits: invoiceSales.credits,
       bookedExpense: money(bookedExpense),
-      operatingProfit: money(bookedIncome.minus(bookedExpense)),
+      operatingProfit: money(
+        bookedIncome.plus(invoiceSales.net).minus(bookedExpense),
+      ),
       cashIn: money(cashIn),
       cashOut: money(cashOut),
       cashNet: money(cashIn.minus(cashOut)),
@@ -438,12 +627,22 @@ export class TreasuryOpsService {
       period: string;
       baseAmount: Prisma.Decimal;
       benefits: Prisma.Decimal;
+      benefitsReason?: string | null;
       bonus: Prisma.Decimal;
+      bonusReason?: string | null;
       deductions: Prisma.Decimal;
+      deductionsReason?: string | null;
       payable: Prisma.Decimal;
       dueDate: Date;
       status: string;
-      movements: Array<{ amount: Prisma.Decimal; voidedAt: Date | null }>;
+      movements: Array<{
+        id: string;
+        amount: Prisma.Decimal;
+        voidedAt: Date | null;
+        accountId: string;
+        occurredAt: Date;
+        account?: { name: string } | null;
+      }>;
     },
     fullName: string,
   ) {
@@ -456,13 +655,25 @@ export class TreasuryOpsService {
       period: row.period,
       baseAmount: money(row.baseAmount),
       benefits: money(row.benefits),
+      benefitsReason: row.benefitsReason?.trim() || null,
       bonus: money(row.bonus),
+      bonusReason: row.bonusReason?.trim() || null,
       deductions: money(row.deductions),
+      deductionsReason: row.deductionsReason?.trim() || null,
       payable: money(row.payable),
       paidAmount: money(paid),
       remaining: money(left.isNegative() ? 0 : left),
       dueDate: row.dueDate.toISOString(),
       status: row.status,
+      payments: row.movements
+        .filter((item) => !item.voidedAt)
+        .map((item) => ({
+          id: item.id,
+          amount: money(item.amount),
+          occurredAt: item.occurredAt.toISOString(),
+          accountId: item.accountId,
+          accountName: item.account?.name ?? '',
+        })),
     };
   }
 

apps/api/src/treasury/treasury.controller.ts

@@ -1,4 +1,4 @@
-import { Body, Controller, Get, Param, Patch, Post, Query, StreamableFile, UploadedFile, UseGuards, UseInterceptors } from '@nestjs/common';
+import { Body, Controller, Delete, Get, Param, Patch, Post, Query, StreamableFile, UploadedFile, UseGuards, UseInterceptors } from '@nestjs/common';
 import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
@@ -43,6 +43,20 @@ export class TreasuryController {
     return this.treasury.createCategory(user, body);
   }
 
+  @Patch('categories/:id')
+  updateCategory(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() body: { name?: string; isActive?: boolean },
+  ) {
+    return this.treasury.updateCategory(user, id, body);
+  }
+
+  @Delete('categories/:id')
+  deleteCategory(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.treasury.deleteCategory(user, id);
+  }
+
   @Get('accounts')
   accounts(
     @CurrentUser() user: Actor,
@@ -92,6 +106,52 @@ export class TreasuryController {
     return this.treasury.transfer(user, body);
   }
 
+  @Get('parties')
+  parties(@CurrentUser() user: Actor, @Query('q') q?: string) {
+    return this.treasury.searchParties(user, q);
+  }
+
+  @Post('parties/person')
+  createPartyPerson(
+    @CurrentUser() user: Actor,
+    @Body() body: { firstName?: string; lastName?: string },
+  ) {
+    return this.treasury.createPartyPerson(user, body);
+  }
+
+  @Post('parties/company')
+  createPartyCompany(@CurrentUser() user: Actor, @Body() body: { name?: string }) {
+    return this.treasury.createPartyCompany(user, body);
+  }
+
+  @Get('party-balances')
+  partyBalances(@CurrentUser() user: Actor, @Query('kind') kind?: string) {
+    return this.treasury.partyBalances(user, kind === 'expense' ? 'expense' : 'income');
+  }
+
+  @Post('party-balances/collect')
+  collectPartyBalance(
+    @CurrentUser() user: Actor,
+    @Body()
+    body: {
+      kind?: string;
+      partyKind?: 'person' | 'company' | 'user';
+      partyId?: string;
+      amount?: string | number;
+      accountId?: string;
+      occurredAt?: string;
+    },
+  ) {
+    return this.treasury.collectPartyBalance(user, {
+      kind: body.kind === 'expense' ? 'expense' : 'income',
+      partyKind: body.partyKind ?? 'person',
+      partyId: body.partyId ?? '',
+      amount: body.amount ?? 0,
+      accountId: body.accountId ?? '',
+      occurredAt: body.occurredAt,
+    });
+  }
+
   @Get('documents')
   documents(
     @CurrentUser() user: Actor,
@@ -195,6 +255,25 @@ export class TreasuryController {
     return this.ops.createPayroll(user, body);
   }
 
+  @Patch('payroll/:id')
+  updatePayroll(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() body: Parameters<TreasuryOpsService['updatePayroll']>[2],
+  ) {
+    return this.ops.updatePayroll(user, id, body);
+  }
+
+  @Patch('payroll/:id/payments/:movementId')
+  updatePayrollPayment(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Param('movementId') movementId: string,
+    @Body() body: Parameters<TreasuryOpsService['updatePayrollPayment']>[3],
+  ) {
+    return this.ops.updatePayrollPayment(user, id, movementId, body);
+  }
+
   @Post('payroll/:id/pay')
   payPayroll(
     @CurrentUser() user: Actor,
@@ -232,7 +311,11 @@ export class TreasuryController {
     @Query('from') from?: string,
     @Query('to') to?: string,
   ) {
-    const buffer = await this.ops.reportExcel(user, from, to);
+    const [debtors, creditors] = await Promise.all([
+      this.treasury.partyBalances(user, 'income'),
+      this.treasury.partyBalances(user, 'expense'),
+    ]);
+    const buffer = await this.ops.reportExcel(user, from, to, { debtors, creditors });
     return new StreamableFile(buffer, {
       type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
       disposition: 'attachment; filename="treasury-report.xlsx"',

apps/api/src/treasury/treasury.module.ts

@@ -1,5 +1,6 @@
 import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
+import { ContactsModule } from '../contacts/contacts.module';
 import { NotificationsModule } from '../notifications/notifications.module';
 import { TreasuryController } from './treasury.controller';
 import { TreasuryAccessGuard } from './treasury-access.guard';
@@ -9,7 +10,7 @@ import { TreasuryReceivablesService } from './treasury-receivables.service';
 import { TreasuryService } from './treasury.service';
 
 @Module({
-  imports: [AuthModule, NotificationsModule],
+  imports: [AuthModule, NotificationsModule, ContactsModule],
   controllers: [TreasuryController],
   providers: [
     TreasuryService,

apps/api/src/treasury/treasury.service.ts

@@ -13,12 +13,19 @@ import type {
   FinancialCategoryDto,
   FinancialDocumentDto,
   FinancialMovementDto,
+  FinancialPartyKind,
   TreasuryDashboardDto,
+  TreasuryPartyBalanceDto,
+  TreasuryPartySearchDto,
 } from '@mento/shared';
+import { CompaniesService } from '../contacts/companies.service';
+import { PeopleService } from '../contacts/people.service';
+import { dateToJalali } from '../common/jalali';
 import { PrismaService } from '../prisma/prisma.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { StorageQuotaService } from '../billing/storage-quota.service';
 import type { Actor } from '../common/record-scope';
+import { loadInvoicePartyPositions, invoiceSalesInPeriod } from './invoice-ledger';
 import { TreasuryReceivablesService } from './treasury-receivables.service';
 
 const INCOME_CATEGORIES = ['فروش خدمات', 'فروش کالا', 'سایر درآمدها'];
@@ -65,6 +72,8 @@ export class TreasuryService {
     private readonly receivables: TreasuryReceivablesService,
     private readonly files: LocalFileStorage,
     private readonly storage: StorageQuotaService,
+    private readonly people: PeopleService,
+    private readonly companies: CompaniesService,
   ) {}
 
   async ensureCategories(organizationId: string) {
@@ -112,19 +121,68 @@ export class TreasuryService {
   ): Promise<FinancialCategoryDto> {
     const name = input.name.trim();
     if (name.length < 2) throw new BadRequestException('نام دسته‌بندی کوتاه است.');
-    const row = await this.prisma.financialCategory.create({
-      data: {
-        organizationId: actor.organizationId,
-        name,
-        kind: input.kind,
-      },
+    try {
+      const row = await this.prisma.financialCategory.create({
+        data: {
+          organizationId: actor.organizationId,
+          name,
+          kind: input.kind,
+        },
+      });
+      return {
+        id: row.id,
+        name: row.name,
+        kind: row.kind as FinancialCategoryDto['kind'],
+        isActive: row.isActive,
+      };
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+        throw new BadRequestException('این نام برای همین نوع دسته قبلاً ثبت شده است.');
+      }
+      throw e;
+    }
+  }
+
+  async updateCategory(
+    actor: Actor,
+    id: string,
+    input: { name?: string; isActive?: boolean },
+  ): Promise<FinancialCategoryDto> {
+    const current = await this.prisma.financialCategory.findFirst({
+      where: { id, organizationId: actor.organizationId },
     });
-    return {
-      id: row.id,
-      name: row.name,
-      kind: row.kind as FinancialCategoryDto['kind'],
-      isActive: row.isActive,
-    };
+    if (!current) throw new NotFoundException('دسته‌بندی پیدا نشد.');
+    const name = input.name == null ? current.name : input.name.trim();
+    if (name.length < 2) throw new BadRequestException('نام دسته‌بندی کوتاه است.');
+    try {
+      const row = await this.prisma.financialCategory.update({
+        where: { id: current.id },
+        data: {
+          name,
+          ...(input.isActive == null ? {} : { isActive: input.isActive }),
+        },
+      });
+      return {
+        id: row.id,
+        name: row.name,
+        kind: row.kind as FinancialCategoryDto['kind'],
+        isActive: row.isActive,
+      };
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+        throw new BadRequestException('این نام برای همین نوع دسته قبلاً ثبت شده است.');
+      }
+      throw e;
+    }
+  }
+
+  async deleteCategory(actor: Actor, id: string): Promise<{ ok: true }> {
+    const current = await this.prisma.financialCategory.findFirst({
+      where: { id, organizationId: actor.organizationId },
+    });
+    if (!current) throw new NotFoundException('دسته‌بندی پیدا نشد.');
+    await this.prisma.financialCategory.delete({ where: { id: current.id } });
+    return { ok: true };
   }
 
   async listAccounts(
@@ -302,6 +360,7 @@ export class TreasuryService {
         organizationId: actor.organizationId,
         accountId,
         voidedAt: null,
+        kind: { not: 'allocation' },
         ...(from || to
           ? {
               occurredAt: {
@@ -320,6 +379,7 @@ export class TreasuryService {
           organizationId: actor.organizationId,
           accountId,
           voidedAt: null,
+          kind: { not: 'allocation' },
           occurredAt: { lt: from },
         },
         select: { direction: true, amount: true },
@@ -462,7 +522,10 @@ export class TreasuryService {
       bookedAt?: string;
       dueAt?: string | null;
       categoryId?: string | null;
+      partyKind?: FinancialPartyKind | null;
       personId?: string | null;
+      companyId?: string | null;
+      userId?: string | null;
       partyName?: string | null;
       method?: string | null;
       reference?: string | null;
@@ -470,15 +533,21 @@ export class TreasuryService {
       settleAmount?: string | number | null;
       accountId?: string | null;
       settledAt?: string | null;
+      /** دریافت یا پرداخت روی مانده؛ سند تعهدی جدید نمی‌سازد. */
+      settlement?: boolean;
     },
   ): Promise<FinancialDocumentDto> {
     const title = input.title.trim();
     const amount = dec(input.amount);
     if (title.length < 2) throw new BadRequestException('عنوان را وارد کنید.');
     if (!amount.greaterThan(0)) throw new BadRequestException('مبلغ باید بزرگ‌تر از صفر باشد.');
+    const party = await this.resolveParty(actor, input);
     const settle = input.settleAmount == null || input.settleAmount === ''
       ? new Prisma.Decimal(0)
       : dec(input.settleAmount);
+    if (party.partyKind === 'other' && !settle.equals(amount)) {
+      throw new BadRequestException('برای سایر، مبلغ دریافت یا پرداخت باید با مبلغ کل یکی باشد.');
+    }
     if (settle.isNegative() || settle.greaterThan(amount)) {
       throw new BadRequestException('مبلغ دریافت/پرداخت از مبلغ سند بیشتر است.');
     }
@@ -496,7 +565,25 @@ export class TreasuryService {
       }
     }
     const bookedAt = startOfDay(input.bookedAt) ?? new Date();
+    const settlement = input.settlement === true;
+    if (settlement) {
+      if (party.partyKind === 'other') {
+        throw new BadRequestException('برای دریافت یا پرداخت، طرف حساب واقعی لازم است.');
+      }
+      if (!settle.equals(amount) || !settle.greaterThan(0)) {
+        throw new BadRequestException('مبلغ دریافت یا پرداخت را وارد کنید.');
+      }
+      if (!input.accountId) throw new BadRequestException('حساب را انتخاب کنید.');
+    }
+    const payExisting = settlement;
     const doc = await this.prisma.$transaction(async (tx) => {
+      const reference = await this.nextDocumentReference(
+        tx,
+        actor.organizationId,
+        input.kind,
+        input.bookedAt,
+        bookedAt,
+      );
       const created = await tx.financialDocument.create({
         data: {
           organizationId: actor.organizationId,
@@ -506,12 +593,15 @@ export class TreasuryService {
           bookedAt,
           dueAt: input.dueAt ? startOfDay(input.dueAt) : null,
           categoryId: input.categoryId || null,
-          personId: input.personId || null,
-          partyName: input.partyName?.trim() || null,
+          personId: party.personId,
+          companyId: party.companyId,
+          userId: party.userId,
+          partyKind: party.partyKind,
+          partyName: party.partyName,
           accountId: input.accountId || null,
           method: input.method || null,
           status: settle.equals(0) ? 'open' : settle.equals(amount) ? 'settled' : 'partial',
-          reference: input.reference?.trim() || null,
+          reference,
           notes: input.notes?.trim() || null,
           createdById: actor.userId,
         },
@@ -527,11 +617,50 @@ export class TreasuryService {
             kind: input.kind === 'income' ? 'receipt' : 'payment',
             occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
             memo: title,
-            reference: input.reference?.trim() || null,
+            reference,
             createdById: actor.userId,
           },
         });
       }
+      if (payExisting && input.accountId) {
+        const leftover = await this.allocatePartyBalance(tx, actor, {
+          party,
+          sourceId: created.id,
+          kind: input.kind,
+          amount: settle,
+          accountId: input.accountId,
+          occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
+          memo: title,
+        });
+        if (leftover.greaterThan(0)) {
+          const opposite = input.kind === 'income' ? 'expense' : 'income';
+          const oppositeRef = await this.nextDocumentReference(
+            tx,
+            actor.organizationId,
+            opposite,
+            input.bookedAt,
+            bookedAt,
+          );
+          await tx.financialDocument.create({
+            data: {
+              organizationId: actor.organizationId,
+              kind: opposite,
+              title,
+              amount: leftover,
+              bookedAt,
+              personId: party.personId,
+              companyId: party.companyId,
+              userId: party.userId,
+              partyKind: party.partyKind,
+              partyName: party.partyName,
+              status: 'open',
+              reference: oppositeRef,
+              notes: `source:${created.id}`,
+              createdById: actor.userId,
+            },
+          });
+        }
+      }
       return tx.financialDocument.findUniqueOrThrow({
         where: { id: created.id },
         include: { category: true, account: true, movements: true },
@@ -540,6 +669,365 @@ export class TreasuryService {
     return this.toDocumentDto(doc);
   }
 
+  /** شماره پیگیری روزانه: DR-14050813-0001 برای درآمد و PD-… برای هزینه. */
+  private async nextDocumentReference(
+    tx: Prisma.TransactionClient,
+    organizationId: string,
+    kind: 'income' | 'expense',
+    bookedAtInput: string | undefined,
+    bookedAt: Date,
+  ) {
+    const match = bookedAtInput?.match(/^(\d{4})-(\d{2})-(\d{2})/);
+    const when = match
+      ? new Date(Number(match[1]), Number(match[2]) - 1, Number(match[3]))
+      : bookedAt;
+    const { jy, jm, jd } = dateToJalali(when);
+    const ymd = `${jy}${String(jm).padStart(2, '0')}${String(jd).padStart(2, '0')}`;
+    const prefix = `${kind === 'income' ? 'DR' : 'PD'}-${ymd}-`;
+    await tx.$executeRaw`SELECT pg_advisory_xact_lock(hashtext(${`finref:${organizationId}:${prefix}`})::bigint)`;
+    const latest = await tx.financialDocument.findFirst({
+      where: { organizationId, reference: { startsWith: prefix } },
+      orderBy: { reference: 'desc' },
+      select: { reference: true },
+    });
+    const current = Number(latest?.reference?.slice(prefix.length));
+    const next = Number.isFinite(current) && current > 0 ? current + 1 : 1;
+    return `${prefix}${String(next).padStart(4, '0')}`;
+  }
+
+  async searchParties(actor: Actor, q?: string): Promise<TreasuryPartySearchDto> {
+    const term = q?.trim() ?? '';
+    const contains = term ? { contains: term, mode: 'insensitive' as const } : undefined;
+    const [people, companies, users] = await Promise.all([
+      this.prisma.person.findMany({
+        where: {
+          organizationId: actor.organizationId,
+          ...(contains ? { OR: [{ firstName: contains }, { lastName: contains }] } : {}),
+        },
+        select: { id: true, firstName: true, lastName: true },
+        orderBy: { updatedAt: 'desc' },
+        take: 20,
+      }),
+      this.prisma.company.findMany({
+        where: {
+          organizationId: actor.organizationId,
+          ...(contains ? { name: contains } : {}),
+        },
+        select: { id: true, name: true },
+        orderBy: { updatedAt: 'desc' },
+        take: 20,
+      }),
+      this.prisma.user.findMany({
+        where: {
+          organizationId: actor.organizationId,
+          isActive: true,
+          ...(contains ? { fullName: contains } : {}),
+        },
+        select: { id: true, fullName: true },
+        orderBy: { fullName: 'asc' },
+        take: 20,
+      }),
+    ]);
+    return {
+      people: people.map((row) => ({
+        id: row.id,
+        name: `${row.firstName} ${row.lastName}`.trim() || 'مشتری',
+      })),
+      companies,
+      users: users.map((row) => ({ id: row.id, name: row.fullName })),
+    };
+  }
+
+  async createPartyPerson(actor: Actor, input: { firstName?: string; lastName?: string }) {
+    const firstName = input.firstName?.trim() ?? '';
+    const lastName = input.lastName?.trim() ?? '';
+    if (`${firstName} ${lastName}`.trim().length < 2) {
+      throw new BadRequestException('نام شخص را وارد کنید.');
+    }
+    const person = await this.people.create(actor, { firstName, lastName });
+    return { id: person.id, name: person.fullName, kind: 'person' as const };
+  }
+
+  async createPartyCompany(actor: Actor, input: { name?: string }) {
+    const name = input.name?.trim() ?? '';
+    if (name.length < 2) throw new BadRequestException('نام شرکت را وارد کنید.');
+    const company = await this.companies.create(actor, { name });
+    return { id: company.id, name: company.name, kind: 'company' as const };
+  }
+
+  async partyBalances(actor: Actor, kind: 'income' | 'expense'): Promise<TreasuryPartyBalanceDto[]> {
+    const scope = await this.accountScope(actor);
+    const rows = await this.prisma.financialDocument.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        kind,
+        voidedAt: null,
+        status: { in: ['open', 'partial'] },
+        ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
+      },
+      select: {
+        amount: true,
+        partyKind: true,
+        personId: true,
+        companyId: true,
+        userId: true,
+        partyName: true,
+        movements: { select: { amount: true, voidedAt: true } },
+      },
+    });
+    const buckets = new Map<string, {
+      key: string;
+      partyKind: FinancialPartyKind | null;
+      partyName: string;
+      amount: Prisma.Decimal;
+      settled: Prisma.Decimal;
+      remaining: Prisma.Decimal;
+      documentRemaining: Prisma.Decimal;
+    }>();
+    for (const row of rows) {
+      if (row.partyKind === 'other') continue;
+      const settled = this.settledOf(row.movements);
+      const rawRemaining = row.amount.minus(settled);
+      if (!rawRemaining.greaterThan(0)) continue;
+      const linkedId = row.personId || row.companyId || row.userId;
+      const partyKind = row.partyKind === 'person' || row.partyKind === 'company' || row.partyKind === 'user'
+        ? row.partyKind
+        : null;
+      const key = partyKind && linkedId
+        ? `${partyKind}:${linkedId}`
+        : `legacy:${(row.partyName || '').trim() || 'بدون طرف حساب'}`;
+      const current = buckets.get(key) ?? {
+        key,
+        partyKind,
+        partyName: row.partyName?.trim() || 'بدون طرف حساب',
+        amount: new Prisma.Decimal(0),
+        settled: new Prisma.Decimal(0),
+        remaining: new Prisma.Decimal(0),
+        documentRemaining: new Prisma.Decimal(0),
+      };
+      current.amount = current.amount.plus(row.amount);
+      current.settled = current.settled.plus(settled);
+      current.remaining = current.remaining.plus(rawRemaining);
+      current.documentRemaining = current.documentRemaining.plus(rawRemaining);
+      buckets.set(key, current);
+    }
+
+    const invoiceParties = await loadInvoicePartyPositions(this.prisma, actor.organizationId);
+    for (const party of invoiceParties) {
+      const onDebtorSide = party.net.greaterThan(0);
+      if (kind === 'income' && !onDebtorSide) continue;
+      if (kind === 'expense' && onDebtorSide) continue;
+      const remaining = party.net.abs();
+      const amount = onDebtorSide ? party.billed : Prisma.Decimal.max(party.billed, remaining);
+      const settled = Prisma.Decimal.max(amount.minus(remaining), 0);
+      const current = buckets.get(party.key) ?? {
+        key: party.key,
+        partyKind: party.partyKind,
+        partyName: party.partyName,
+        amount: new Prisma.Decimal(0),
+        settled: new Prisma.Decimal(0),
+        remaining: new Prisma.Decimal(0),
+        documentRemaining: new Prisma.Decimal(0),
+      };
+      current.amount = current.amount.plus(amount);
+      current.settled = current.settled.plus(settled);
+      current.remaining = current.remaining.plus(remaining);
+      if (!current.partyName || current.partyName === 'بدون طرف حساب') {
+        current.partyName = party.partyName;
+      }
+      buckets.set(party.key, current);
+    }
+
+    return [...buckets.values()]
+      .filter((row) => row.remaining.greaterThan(0))
+      .sort((a, b) => b.remaining.comparedTo(a.remaining))
+      .map((row) => ({
+        key: row.key,
+        partyKind: row.partyKind,
+        partyName: row.partyName,
+        amount: money(row.amount),
+        settledAmount: money(row.settled),
+        remaining: money(row.remaining),
+        documentRemaining: money(row.documentRemaining),
+      }));
+  }
+
+  /** دریافت یا پرداختِ بخشی از ماندهٔ سندهای باز یک طرف حساب، بدون ساخت سند جدید. */
+  async collectPartyBalance(
+    actor: Actor,
+    input: {
+      kind: 'income' | 'expense';
+      partyKind: 'person' | 'company' | 'user';
+      partyId: string;
+      amount: string | number;
+      accountId: string;
+      occurredAt?: string;
+    },
+  ): Promise<{ applied: string; documentCount: number }> {
+    const amount = dec(input.amount);
+    if (!amount.greaterThan(0)) throw new BadRequestException('مبلغ باید بزرگ‌تر از صفر باشد.');
+    const partyId = input.partyId.trim();
+    if (!partyId) throw new BadRequestException('طرف حساب را انتخاب کنید.');
+    if (input.partyKind !== 'person' && input.partyKind !== 'company' && input.partyKind !== 'user') {
+      throw new BadRequestException('این مانده به سند بازی وصل نیست.');
+    }
+    if (!input.accountId.trim()) throw new BadRequestException('حساب را انتخاب کنید.');
+    const account = await this.requireAccount(actor.organizationId, input.accountId, actor);
+    if (!account.isActive) throw new BadRequestException('حساب غیرفعال است.');
+    const scope = await this.accountScope(actor);
+    const docs = await this.prisma.financialDocument.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        kind: input.kind,
+        voidedAt: null,
+        status: { in: ['open', 'partial'] },
+        partyKind: input.partyKind,
+        ...(input.partyKind === 'person' ? { personId: partyId } : {}),
+        ...(input.partyKind === 'company' ? { companyId: partyId } : {}),
+        ...(input.partyKind === 'user' ? { userId: partyId } : {}),
+        ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
+      },
+      include: { movements: { select: { amount: true, voidedAt: true } } },
+      orderBy: [{ bookedAt: 'asc' }, { createdAt: 'asc' }],
+    });
+    const open = docs
+      .map((doc) => {
+        const remaining = doc.amount.minus(this.settledOf(doc.movements));
+        return { doc, remaining };
+      })
+      .filter((row) => row.remaining.greaterThan(0));
+    const available = open.reduce((sum, row) => sum.plus(row.remaining), new Prisma.Decimal(0));
+    if (!available.greaterThan(0)) {
+      throw new BadRequestException(
+        'سند بازی برای کم کردن این مانده نیست. اگر مانده از فاکتور است، دریافت را روی خود فاکتور ثبت کنید.',
+      );
+    }
+    if (amount.greaterThan(available)) {
+      throw new BadRequestException('مبلغ از ماندهٔ سندهای باز این طرف حساب بیشتر است.');
+    }
+    if (input.kind === 'expense') {
+      const balance = await this.accountBalance(account.id);
+      if (balance.lessThan(amount)) {
+        throw new BadRequestException('موجودی حساب برای این پرداخت کافی نیست.');
+      }
+    }
+    const occurredAt = startOfDay(input.occurredAt) ?? new Date();
+    let left = amount;
+    const touched: string[] = [];
+    await this.prisma.$transaction(async (tx) => {
+      for (const row of open) {
+        if (!left.greaterThan(0)) break;
+        const slice = left.lessThan(row.remaining) ? left : row.remaining;
+        const status = slice.equals(row.remaining) ? 'settled' : 'partial';
+        await tx.financialMovement.create({
+          data: {
+            organizationId: actor.organizationId,
+            accountId: account.id,
+            documentId: row.doc.id,
+            direction: input.kind === 'income' ? 'in' : 'out',
+            amount: slice,
+            kind: input.kind === 'income' ? 'receipt' : 'payment',
+            occurredAt,
+            memo: input.kind === 'income' ? 'دریافت از مانده' : 'پرداخت از مانده',
+            createdById: actor.userId,
+          },
+        });
+        await tx.financialDocument.update({
+          where: { id: row.doc.id },
+          data: { status, accountId: account.id },
+        });
+        if (status === 'settled') {
+          await tx.financialRecurringOccurrence.updateMany({
+            where: { documentId: row.doc.id, status: 'pending' },
+            data: { status: 'confirmed' },
+          });
+        }
+        touched.push(row.doc.id);
+        left = left.minus(slice);
+      }
+    });
+    await this.prisma.financialAuditLog.create({
+      data: {
+        organizationId: actor.organizationId,
+        entityType: 'document',
+        entityId: touched[0] ?? partyId,
+        action: 'settle',
+        after: {
+          amount: amount.toFixed(2),
+          accountId: account.id,
+          documentIds: touched,
+          partyId,
+        },
+        actorUserId: actor.userId,
+      },
+    }).catch(() => undefined);
+    return { applied: money(amount), documentCount: touched.length };
+  }
+
+  private async resolveParty(
+    actor: Actor,
+    input: {
+      partyKind?: FinancialPartyKind | null;
+      personId?: string | null;
+      companyId?: string | null;
+      userId?: string | null;
+    },
+  ) {
+    const kind = input.partyKind;
+    if (kind === 'other') {
+      return { partyKind: 'other' as const, personId: null, companyId: null, userId: null, partyName: 'سایر' };
+    }
+    if (kind === 'person') {
+      const id = input.personId?.trim();
+      if (!id) throw new BadRequestException('مشتری را انتخاب کنید.');
+      const person = await this.prisma.person.findFirst({
+        where: { id, organizationId: actor.organizationId },
+        select: { id: true, firstName: true, lastName: true },
+      });
+      if (!person) throw new BadRequestException('مشتری پیدا نشد.');
+      return {
+        partyKind: 'person' as const,
+        personId: person.id,
+        companyId: null,
+        userId: null,
+        partyName: `${person.firstName} ${person.lastName}`.trim() || 'مشتری',
+      };
+    }
+    if (kind === 'company') {
+      const id = input.companyId?.trim();
+      if (!id) throw new BadRequestException('شرکت را انتخاب کنید.');
+      const company = await this.prisma.company.findFirst({
+        where: { id, organizationId: actor.organizationId },
+        select: { id: true, name: true },
+      });
+      if (!company) throw new BadRequestException('شرکت پیدا نشد.');
+      return {
+        partyKind: 'company' as const,
+        personId: null,
+        companyId: company.id,
+        userId: null,
+        partyName: company.name,
+      };
+    }
+    if (kind === 'user') {
+      const id = input.userId?.trim();
+      if (!id) throw new BadRequestException('کاربر را انتخاب کنید.');
+      const user = await this.prisma.user.findFirst({
+        where: { id, organizationId: actor.organizationId },
+        select: { id: true, fullName: true },
+      });
+      if (!user) throw new BadRequestException('کاربر پیدا نشد.');
+      return {
+        partyKind: 'user' as const,
+        personId: null,
+        companyId: null,
+        userId: user.id,
+        partyName: user.fullName,
+      };
+    }
+    throw new BadRequestException('طرف حساب را انتخاب کنید.');
+  }
+
   async settleDocument(
     actor: Actor,
     id: string,
@@ -619,16 +1107,51 @@ export class TreasuryService {
     });
     if (!doc || doc.voidedAt) throw new NotFoundException('سند پیدا نشد.');
     const now = new Date();
-    await this.prisma.$transaction([
-      this.prisma.financialMovement.updateMany({
+    await this.prisma.$transaction(async (tx) => {
+      const allocations = await tx.financialMovement.findMany({
+        where: { organizationId: actor.organizationId, reference: `alloc:${doc.id}`, voidedAt: null },
+        select: { documentId: true },
+      });
+      await tx.financialMovement.updateMany({
         where: { documentId: doc.id, voidedAt: null },
         data: { voidedAt: now },
-      }),
-      this.prisma.financialDocument.update({
+      });
+      await tx.financialMovement.updateMany({
+        where: { organizationId: actor.organizationId, reference: `alloc:${doc.id}`, voidedAt: null },
+        data: { voidedAt: now },
+      });
+      await tx.financialDocument.update({
         where: { id: doc.id },
         data: { status: 'void', voidedAt: now, voidReason: reason?.trim() || 'ابطال' },
-      }),
-    ]);
+      });
+      const excess = await tx.financialDocument.findMany({
+        where: {
+          organizationId: actor.organizationId,
+          notes: `source:${doc.id}`,
+          voidedAt: null,
+          status: { in: ['open', 'partial'] },
+        },
+        include: { movements: { select: { voidedAt: true } } },
+      });
+      for (const child of excess) {
+        if (child.movements.some((row) => !row.voidedAt)) continue;
+        await tx.financialDocument.update({
+          where: { id: child.id },
+          data: { status: 'void', voidedAt: now, voidReason: 'ابطال سند مبدأ' },
+        });
+      }
+      const affected = [...new Set(allocations.map((row) => row.documentId).filter((id): id is string => Boolean(id)))];
+      for (const documentId of affected) {
+        const row = await tx.financialDocument.findUnique({
+          where: { id: documentId },
+          include: { movements: { select: { amount: true, voidedAt: true } } },
+        });
+        if (!row || row.voidedAt || row.status === 'void') continue;
+        const settled = this.settledOf(row.movements);
+        const status = settled.equals(0) ? 'open' : settled.greaterThanOrEqualTo(row.amount) ? 'settled' : 'partial';
+        await tx.financialDocument.update({ where: { id: row.id }, data: { status } });
+      }
+    });
     const fresh = await this.prisma.financialDocument.findUniqueOrThrow({
       where: { id: doc.id },
       include: { category: true, account: true, movements: true },
@@ -803,6 +1326,17 @@ export class TreasuryService {
     }
     const bookedIncome = dec(income._sum.amount);
     const bookedExpense = dec(expense._sum.amount);
+    const invoiceSales = await invoiceSalesInPeriod(
+      this.prisma,
+      actor.organizationId,
+      from,
+      to,
+    );
+    const invoiceParties = await loadInvoicePartyPositions(this.prisma, actor.organizationId);
+    for (const party of invoiceParties) {
+      if (party.net.greaterThan(0)) receivables = receivables.plus(party.net);
+      else payables = payables.plus(party.net.abs());
+    }
     const totalBalance = accounts.reduce(
       (sum, account) => sum.plus(account.balance),
       new Prisma.Decimal(0),
@@ -812,7 +1346,7 @@ export class TreasuryService {
       actualReceipts: money(dec(receipts._sum.amount)),
       bookedExpense: money(bookedExpense),
       actualPayments: money(dec(payments._sum.amount)),
-      operatingProfit: money(bookedIncome.minus(bookedExpense)),
+      operatingProfit: money(bookedIncome.plus(invoiceSales.net).minus(bookedExpense)),
       receivables: money(receivables),
       payables: money(payables),
       totalBalance: money(totalBalance),
@@ -822,6 +1356,76 @@ export class TreasuryService {
     };
   }
 
+  /** مبلغ قطعی را از ماندهٔ باز همان طرف کم می‌کند؛ اول سندهای هم‌نوع، بعد طرف مقابل. روی موجودی حساب اثر ندارد. */
+  private async allocatePartyBalance(
+    tx: Prisma.TransactionClient,
+    actor: Actor,
+    input: {
+      party: { partyKind: string; personId: string | null; companyId: string | null; userId: string | null };
+      sourceId: string;
+      kind: 'income' | 'expense';
+      amount: Prisma.Decimal;
+      accountId: string;
+      occurredAt: Date;
+      memo: string;
+    },
+  ): Promise<Prisma.Decimal> {
+    const scope = await this.accountScope(actor);
+    const openDocs = await tx.financialDocument.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        id: { not: input.sourceId },
+        voidedAt: null,
+        status: { in: ['open', 'partial'] },
+        partyKind: input.party.partyKind,
+        ...(input.party.personId ? { personId: input.party.personId } : {}),
+        ...(input.party.companyId ? { companyId: input.party.companyId } : {}),
+        ...(input.party.userId ? { userId: input.party.userId } : {}),
+        ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
+      },
+      include: { movements: { select: { amount: true, voidedAt: true } } },
+      orderBy: [{ bookedAt: 'asc' }, { createdAt: 'asc' }],
+    });
+    const ordered = [
+      ...openDocs.filter((row) => row.kind === input.kind),
+      ...openDocs.filter((row) => row.kind !== input.kind),
+    ];
+    let left = input.amount;
+    for (const row of ordered) {
+      if (!left.greaterThan(0)) break;
+      const remaining = row.amount.minus(this.settledOf(row.movements));
+      if (!remaining.greaterThan(0)) continue;
+      const slice = left.lessThan(remaining) ? left : remaining;
+      const status = slice.equals(remaining) ? 'settled' : 'partial';
+      await tx.financialMovement.create({
+        data: {
+          organizationId: actor.organizationId,
+          accountId: input.accountId,
+          documentId: row.id,
+          direction: row.kind === 'income' ? 'in' : 'out',
+          amount: slice,
+          kind: 'allocation',
+          occurredAt: input.occurredAt,
+          memo: input.memo,
+          reference: `alloc:${input.sourceId}`,
+          createdById: actor.userId,
+        },
+      });
+      await tx.financialDocument.update({
+        where: { id: row.id },
+        data: { status },
+      });
+      if (status === 'settled') {
+        await tx.financialRecurringOccurrence.updateMany({
+          where: { documentId: row.id, status: 'pending' },
+          data: { status: 'confirmed' },
+        });
+      }
+      left = left.minus(slice);
+    }
+    return left;
+  }
+
   private settledOf(movements: Array<{ amount: Prisma.Decimal; voidedAt: Date | null }>) {
     return movements
       .filter((row) => !row.voidedAt)
@@ -830,7 +1434,7 @@ export class TreasuryService {
 
   private async accountBalance(accountId: string) {
     const rows = await this.prisma.financialMovement.findMany({
-      where: { accountId, voidedAt: null },
+      where: { accountId, voidedAt: null, kind: { not: 'allocation' } },
       select: { direction: true, amount: true },
     });
     return rows.reduce(
@@ -905,7 +1509,7 @@ export class TreasuryService {
     const from = startOfDay(range?.from);
     const to = startOfDay(range?.to);
     const movements = await this.prisma.financialMovement.findMany({
-      where: { accountId: account.id, voidedAt: null },
+      where: { accountId: account.id, voidedAt: null, kind: { not: 'allocation' } },
       select: { direction: true, amount: true, kind: true, occurredAt: true },
     });
     let balance = new Prisma.Decimal(0);
@@ -948,7 +1552,10 @@ export class TreasuryService {
     bookedAt: Date;
     dueAt: Date | null;
     categoryId: string | null;
+    partyKind?: string | null;
     personId: string | null;
+    companyId?: string | null;
+    userId?: string | null;
     partyName: string | null;
     accountId: string | null;
     method: string | null;
@@ -975,7 +1582,10 @@ export class TreasuryService {
       dueAt: row.dueAt ? row.dueAt.toISOString() : null,
       categoryId: row.categoryId,
       categoryName: row.category?.name ?? null,
+      partyKind: (row.partyKind as FinancialDocumentDto['partyKind']) ?? null,
       personId: row.personId,
+      companyId: row.companyId ?? null,
+      userId: row.userId ?? null,
       partyName: row.partyName,
       accountId: row.accountId,
       accountName: row.account?.name ?? null,

apps/api/src/users/users.service.ts

@@ -104,8 +104,10 @@ export class UsersService {
       orgRoleId: dto.orgRoleId,
       role: dto.role,
     });
-    if (resolved.role === 'owner' && actorRole !== 'owner') {
-      throw new ForbiddenException('فقط مالک می‌تواند نقش مدیر سیستم را واگذار کند');
+    if (resolved.role === 'owner') {
+      throw new BadRequestException(
+        'هر محیط فقط یک مالک دارد و مالک همان کسی است که ثبت‌نام کرده. برای دسترسی کامل نقش مدیر را انتخاب کنید.',
+      );
     }
 
     const existingUser = await this.prisma.user.findFirst({ where: { mobile } });
@@ -449,6 +451,10 @@ export class UsersService {
       }
     }
 
+    if (nextRole === 'owner' && target.role !== 'owner') {
+      await this.memberships.assertSoleOwner(organizationId, target.userId);
+    }
+
     if (target.role === 'owner' && nextRole !== 'owner') {
       const owners = await this.memberships.countActiveOwners(
         organizationId,
@@ -456,7 +462,7 @@ export class UsersService {
       );
       if (owners < 1) {
         throw new BadRequestException(
-          'حداقل یک مالک برای سازمان لازم است؛ ابتدا مالک دیگری تعیین کنید',
+          'مالک محیط همان کسی است که ثبت‌نام کرده و نمی‌توان نقش او را عوض کرد',
         );
       }
     }
@@ -528,6 +534,9 @@ export class UsersService {
       }
     }
     if (isActive && !target.isActive) {
+      if (target.role === 'owner') {
+        await this.memberships.assertSoleOwner(organizationId, targetId);
+      }
       await this.billing.assertSeatAvailable(organizationId, targetId);
     }
     await this.prisma.membership.update({
@@ -558,6 +567,9 @@ export class UsersService {
     resolved: { role: UserRole; orgRoleId: string },
   ): Promise<OrgUserDto> {
     await this.billing.assertSeatAvailable(organizationId, userId);
+    if (resolved.role === 'owner') {
+      await this.memberships.assertSoleOwner(organizationId, userId);
+    }
     const existing = await this.prisma.membership.findFirst({
       where: { userId, organizationId },
     });

apps/web/src/components/JalaliDateInput.vue

@@ -30,6 +30,10 @@ const props = withDefaults(
     placeholder?: string;
     clearable?: boolean;
     icon?: 'calendar' | 'clock' | 'bell';
+    /** اگر داده شود، متن باکس به‌جای تاریخ خام همین مقدار است. */
+    displayText?: string;
+    /** نمایی که با باز شدن پنل دیده می‌شود. */
+    startView?: 'days' | 'months' | 'years';
   }>(),
   {
     mode: 'date',
@@ -37,6 +41,8 @@ const props = withDefaults(
     disabled: false,
     clearable: true,
     icon: undefined,
+    displayText: '',
+    startView: 'days',
   },
 );
 
@@ -87,6 +93,7 @@ const triggerIcon = computed(() => {
 });
 
 const display = computed(() => {
+  if (props.displayText) return props.displayText;
   if (props.mode === 'time') {
     const match = /^(\d{1,2}):(\d{2})$/.exec(model.value);
     if (!match) return '';
@@ -353,7 +360,7 @@ function place() {
 
 function liftAboveOverlays() {
   let z = 120;
-  for (const el of document.querySelectorAll('.ant-modal-wrap, .ant-drawer')) {
+  for (const el of document.querySelectorAll('.ant-modal-wrap, .ant-drawer, .ant-popover, [role="dialog"], [data-lead-filter]')) {
     const zi = Number.parseInt(window.getComputedStyle(el).zIndex, 10);
     if (Number.isFinite(zi)) z = Math.max(z, zi + 20);
   }
@@ -368,7 +375,7 @@ function onWindowChange() {
 async function show() {
   if (props.disabled) return;
   syncDraftFrom(parsed.value);
-  calView.value = 'days';
+  calView.value = props.startView;
   clockFace.value = 'hour';
   syncViewport();
   liftAboveOverlays();

apps/web/src/components/MoneyInput.vue

@@ -22,6 +22,7 @@ const props = withDefaults(
     /** اگر true باشد مقدار عددی emit می‌شود (نه رشته) */
     asNumber?: boolean;
     dir?: 'ltr' | 'rtl';
+    addonAfter?: string;
   }>(),
   {
     required: false,
@@ -30,6 +31,7 @@ const props = withDefaults(
     decimals: 2,
     asNumber: false,
     dir: 'ltr',
+    addonAfter: '',
   },
 );
 
@@ -129,6 +131,7 @@ function normalizeSep(raw: string): string {
     :disabled="disabled"
     :readonly="readonly"
     :value="text"
+    :addon-after="addonAfter || undefined"
     style="width: 100%; font-variant-numeric: tabular-nums"
     @focus="onFocus"
     @blur="onBlur"

apps/web/src/components/SmsHeaderWallet.vue

@@ -126,6 +126,7 @@ defineExpose({ refresh: load });
       <button type="button" class="charge" @click="chargeOpen = true">شارژ</button>
     </div>
 
+    <Teleport to="body">
     <div v-if="chargeOpen" class="layer">
       <div class="backdrop" @click="closeCharge" />
       <div class="modal charge-modal" role="dialog" aria-label="شارژ پیامک">
@@ -170,7 +171,9 @@ defineExpose({ refresh: load });
         <p v-else class="muted">اطلاعات واریز در دسترس نیست.</p>
       </div>
     </div>
+    </Teleport>
 
+    <Teleport to="body">
     <div v-if="warnOpen" class="layer">
       <div class="backdrop" @click="warnOpen = false" />
       <div class="modal warn" role="dialog" aria-label="هشدار موجودی منفی">
@@ -186,6 +189,7 @@ defineExpose({ refresh: load });
         <button type="button" class="ok" @click="warnOpen = false">متوجه شدم</button>
       </div>
     </div>
+    </Teleport>
   </div>
 </template>
 
@@ -275,9 +279,12 @@ defineExpose({ refresh: load });
 .layer {
   position: fixed;
   inset: 0;
-  z-index: 80;
-  display: grid;
-  place-items: center;
+  z-index: 120;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  padding: 1rem;
+  overflow: auto;
 }
 
 .backdrop {
@@ -289,7 +296,8 @@ defineExpose({ refresh: load });
 .modal {
   position: relative;
   width: min(420px, calc(100vw - 2rem));
-  max-height: min(90vh, 640px);
+  max-height: calc(100vh - 2rem);
+  margin: auto;
   overflow: auto;
   background: #fff;
   border-radius: 16px;

apps/web/src/components/StagePathStrip.vue

@@ -0,0 +1,85 @@
+<script setup lang="ts">
+import { computed } from 'vue';
+import { Button as AButton, Flex as AFlex, theme } from 'ant-design-vue';
+import { LeftOutlined } from '@ant-design/icons-vue';
+
+export type StagePathItem = {
+  id: string;
+  name: string;
+};
+
+const props = withDefaults(
+  defineProps<{
+    stages: StagePathItem[];
+    value?: string | null;
+    loading?: boolean;
+    disabled?: boolean;
+    ariaLabel?: string;
+  }>(),
+  {
+    value: null,
+    loading: false,
+    disabled: false,
+    ariaLabel: 'مراحل',
+  },
+);
+
+const emit = defineEmits<{
+  'update:value': [id: string];
+  select: [id: string];
+}>();
+
+const { token } = theme.useToken();
+
+const currentIndex = computed(() =>
+  props.stages.findIndex((stage) => stage.id === props.value),
+);
+
+const stripStyle = computed(() => ({
+  width: '100%',
+  overflowX: 'auto' as const,
+  paddingBottom: '2px',
+}));
+
+const sepStyle = computed(() => ({
+  color: token.value.colorTextQuaternary,
+  fontSize: '10px',
+  flexShrink: 0,
+}));
+
+function onPick(id: string) {
+  if (props.disabled || props.loading || id === props.value) return;
+  emit('update:value', id);
+  emit('select', id);
+}
+</script>
+
+<template>
+  <div
+    role="listbox"
+    :aria-label="ariaLabel"
+    :aria-busy="loading || undefined"
+    :style="stripStyle"
+  >
+    <a-flex align="center" :gap="6" wrap="nowrap" :style="{ width: 'max-content', minWidth: '100%' }">
+      <template v-for="(stage, index) in stages" :key="stage.id">
+        <LeftOutlined v-if="index > 0" :style="sepStyle" aria-hidden="true" />
+        <a-button
+          role="option"
+          :aria-selected="stage.id === value"
+          :type="stage.id === value ? 'primary' : 'default'"
+          :disabled="disabled || loading"
+          :style="{
+            borderRadius: '999px',
+            flexShrink: 0,
+            fontWeight: stage.id === value || index <= currentIndex ? 600 : 500,
+            opacity: index < currentIndex ? 0.85 : 1,
+          }"
+          @click="onPick(stage.id)"
+        >
+          {{ stage.name }}
+        </a-button>
+      </template>
+    </a-flex>
+  </div>
+</template>

apps/web/src/components/UserMultiSelect.vue

@@ -1,20 +1,37 @@
 <script setup lang="ts">
-import { computed } from 'vue';
-import { Select as ASelect } from 'ant-design-vue';
+import { computed, ref, watch } from 'vue';
+import { Button as AButton, Select as ASelect } from 'ant-design-vue';
+import { toFaDigits } from '@/lib/jalali';
 
-type PickUser = { id: string; fullName: string };
+type PickUser = { id: string; fullName: string; orgRoleName?: string | null };
+type AssigneeGroup = { id: string; name: string; userIds: string[] };
+type GroupKind = 'role' | 'team';
 
 const props = withDefaults(
   defineProps<{
     modelValue: string[];
     users: PickUser[];
+    /** انتخاب یک نقش، همهٔ اعضایش را مسئول می‌کند */
+    roles?: AssigneeGroup[];
+    /** انتخاب یک تیم، همهٔ اعضایش را مسئول می‌کند */
+    teams?: AssigneeGroup[];
     disabled?: boolean;
     /** حداقل تعداد انتخاب (حذف آخرین نفر غیرفعال می‌شود) */
     min?: number;
     addLabel?: string;
     emptyLabel?: string;
+    /** دکمهٔ انتخاب یکجای همهٔ اعضا و جمع‌کردن برچسب‌ها وقتی تعداد زیاد است */
+    selectAll?: boolean;
   }>(),
-  { disabled: false, min: 0, addLabel: 'افزودن', emptyLabel: 'کسی انتخاب نشده' },
+  {
+    roles: () => [],
+    teams: () => [],
+    disabled: false,
+    min: 0,
+    addLabel: 'افزودن',
+    emptyLabel: 'کسی انتخاب نشده',
+    selectAll: false,
+  },
 );
 
 const emit = defineEmits<{
@@ -22,32 +39,208 @@ const emit = defineEmits<{
   change: [ids: string[]];
 }>();
 
-const options = computed(() =>
-  props.users.map((u) => ({ value: u.id, label: u.fullName })),
+const pinned = ref(new Set<string>());
+
+function uniqueIds(ids: string[]) {
+  return [...new Set(ids.filter(Boolean))];
+}
+
+function normalizeSearch(value: string) {
+  return value.replace(/ي/g, 'ی').replace(/ك/g, 'ک').replace(/\u200c/g, ' ').trim().toLowerCase();
+}
+
+const catalog = computed(() => {
+  const rows: Array<{ token: string; name: string; userIds: string[]; kind: GroupKind }> = [];
+  const push = (kind: GroupKind, groups: AssigneeGroup[]) => {
+    for (const group of groups) {
+      const userIds = uniqueIds(group.userIds);
+      if (!userIds.length || !group.id || !group.name) continue;
+      rows.push({
+        token: `${kind}:${group.id}`,
+        name: group.name,
+        userIds,
+        kind,
+      });
+    }
+  };
+  push('role', props.roles);
+  push('team', props.teams);
+  return rows;
+});
+
+const catalogByToken = computed(() => new Map(catalog.value.map((group) => [group.token, group])));
+
+function covers(userIds: string[], selected: string[]) {
+  return userIds.length > 0 && userIds.every((id) => selected.includes(id));
+}
+
+const shownGroups = computed(() =>
+  catalog.value.filter((group) => {
+    if (!covers(group.userIds, props.modelValue)) return false;
+    if (group.userIds.length >= 2) return true;
+    return pinned.value.has(group.token);
+  }),
 );
 
-function onUpdate(value: unknown) {
-  const ids = Array.isArray(value) ? value.map(String) : [];
+const selectValue = computed(() => {
+  const covered = new Set(shownGroups.value.flatMap((group) => group.userIds));
+  return [
+    ...shownGroups.value.map((group) => group.token),
+    ...props.modelValue.filter((id) => !covered.has(id)),
+  ];
+});
+
+const options = computed(() => {
+  const people = props.users.map((user) => ({
+    value: user.id,
+    label:
+      catalog.value.length && user.orgRoleName
+        ? `${user.fullName} — ${user.orgRoleName}`
+        : user.fullName,
+  }));
+  if (!catalog.value.length) return people;
+  const grouped: Array<{ label: string; options: Array<{ value: string; label: string }> }> = [];
+  const section = (kind: GroupKind, title: string) => {
+    const items = catalog.value
+      .filter((group) => group.kind === kind)
+      .map((group) => ({
+        value: group.token,
+        label: `${group.name} (${toFaDigits(group.userIds.length)} نفر)`,
+      }));
+    if (items.length) grouped.push({ label: title, options: items });
+  };
+  section('role', 'نقش‌ها');
+  section('team', 'تیم‌ها');
+  if (people.length) grouped.push({ label: 'اعضا', options: people });
+  return grouped;
+});
+
+function filterOption(input: string, option?: { label?: unknown }) {
+  const label = String(option?.label ?? '');
+  if (!label || !input.trim()) return true;
+  return normalizeSearch(label).includes(normalizeSearch(input));
+}
+
+const allPicked = computed(
+  () =>
+    props.users.length > 0 &&
+    props.users.every((user) => props.modelValue.includes(user.id)),
+);
+
+const tagLimit = computed(() => {
+  if (props.selectAll && allPicked.value && props.users.length > 2) return 0;
+  return undefined;
+});
+
+function tagPlaceholder(omitted: unknown[]) {
+  if (allPicked.value) return `همهٔ اعضا (${toFaDigits(props.users.length)})`;
+  const extra = Array.isArray(omitted) ? omitted.length : 0;
+  if (!extra) return '';
+  return catalog.value.length ? `${toFaDigits(extra)} مورد دیگر` : `${toFaDigits(extra)} نفر دیگر`;
+}
+
+watch(
+  () => props.modelValue.join('\0'),
+  () => {
+    const next = new Set<string>();
+    for (const token of pinned.value) {
+      const group = catalogByToken.value.get(token);
+      if (group && covers(group.userIds, props.modelValue)) next.add(token);
+    }
+    pinned.value = next;
+  },
+);
+
+function sameIds(left: string[], right: string[]) {
+  if (left.length !== right.length) return false;
+  const have = new Set(left);
+  return right.every((id) => have.has(id));
+}
+
+function commit(ids: string[]) {
   if (ids.length < props.min && props.modelValue.length >= props.min) {
     emit('update:modelValue', [...props.modelValue]);
     return;
   }
   emit('update:modelValue', ids);
-  emit('change', ids);
+  if (!sameIds(ids, props.modelValue)) emit('change', ids);
+}
+
+function onUpdate(value: unknown) {
+  const tokens = Array.isArray(value) ? value.map(String) : [];
+  const tokenSet = new Set(tokens);
+  const removedMemberIds = new Set<string>();
+  for (const token of selectValue.value) {
+    if (tokenSet.has(token)) continue;
+    const dropped = catalogByToken.value.get(token);
+    if (!dropped) continue;
+    for (const id of dropped.userIds) removedMemberIds.add(id);
+  }
+  const ids = new Set<string>();
+  const pins = new Set<string>();
+  for (const token of tokens) {
+    const group = catalogByToken.value.get(token);
+    if (group) {
+      pins.add(token);
+      for (const id of group.userIds) {
+        if (removedMemberIds.has(id)) continue;
+        ids.add(id);
+      }
+      continue;
+    }
+    if (!token.startsWith('role:') && !token.startsWith('team:')) ids.add(token);
+  }
+  const next = [...ids];
+  if (next.length < props.min && props.modelValue.length >= props.min) {
+    emit('update:modelValue', [...props.modelValue]);
+    return;
+  }
+  pinned.value = pins;
+  commit(next);
+}
+
+function pickAll() {
+  if (props.disabled || allPicked.value) return;
+  commit(props.users.map((user) => user.id));
 }
 </script>
 
 <template>
-  <a-select
-    mode="multiple"
-    allow-clear
-    show-search
-    option-filter-prop="label"
-    :value="modelValue"
-    :options="options"
-    :disabled="disabled"
-    :placeholder="emptyLabel"
-    style="width: 100%"
-    @update:value="onUpdate"
-  />
+  <div class="user-multi" :class="{ 'with-all': selectAll }">
+    <a-select
+      mode="multiple"
+      allow-clear
+      show-search
+      :value="selectValue"
+      :options="options"
+      :disabled="disabled"
+      :placeholder="emptyLabel"
+      :filter-option="filterOption"
+      :max-tag-count="tagLimit"
+      :max-tag-placeholder="selectAll && allPicked ? tagPlaceholder : undefined"
+      style="width: 100%"
+      @update:value="onUpdate"
+    />
+    <a-button v-if="selectAll" :disabled="disabled || allPicked || !users.length" @click="pickAll">
+      همه
+    </a-button>
+  </div>
 </template>
+
+<style scoped>
+.user-multi.with-all {
+  display: flex;
+  align-items: flex-start;
+  gap: 8px;
+  width: 100%;
+}
+
+.user-multi.with-all :deep(.ant-select) {
+  flex: 1 1 auto;
+  min-width: 0;
+}
+
+.user-multi.with-all :deep(.ant-btn) {
+  flex: 0 0 auto;
+}
+</style>

apps/web/src/components/activities/ActivitiesKanban.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed, ref, watch } from 'vue';
+import { computed, nextTick, ref, watch } from 'vue';
 import { useRouter } from 'vue-router';
 import axios from 'axios';
 import type {
@@ -12,6 +12,7 @@ import { activityTypeView } from '@/lib/activity-types';
 import { calendarDaysBetween, formatClockFa, formatJalaliDay, startOfLocalDay, toFaDigits } from '@/lib/jalali';
 import PipelineBoard from '@/components/pipeline/PipelineBoard.vue';
 import DealCardOverlay from '@/components/pipeline/DealCardOverlay.vue';
+import ActivityQuickView from '@/components/activities/ActivityQuickView.vue';
 import {
   ACTIVITY_BOARD_COPY,
   initialsFromTitle,
@@ -41,6 +42,7 @@ const emit = defineEmits<{
   stagesChanged: [];
   add: [stageId: string];
   error: [message: string];
+  notice: [message: string];
   menuDeal: [activity: ActivityDto, stageId?: string];
   toggleSelect: [activityId: string];
   bulkDelete: [];
@@ -63,6 +65,9 @@ const draggingColumnId = ref<string | null>(null);
 const overlayDeal = ref<PipelineDeal | null>(null);
 const overlayAccent = ref<PipelineAccent>('green');
 const overlayPos = ref({ x: 0, y: 0 });
+const quickId = ref<string | null>(null);
+const peekId = ref<string | null>(null);
+let peekLinger = 0;
 const moving = ref(false);
 const stageBusy = ref(false);
 const localOrder = ref<string[] | null>(null);
@@ -222,6 +227,8 @@ function onMenuActivity(id: string) {
 }
 
 function onDragStart(deal: PipelineDeal, event: DragEvent) {
+  // اگر شناسهٔ درگ ستون گیر کرده باشد، دراپ کارت را ستون‌جابه‌جا می‌بیند
+  draggingColumnId.value = null;
   draggingId.value = deal.id;
   overlayDeal.value = deal;
   const sid = findStageOf(deal.id);
@@ -235,12 +242,19 @@ function onDragStart(deal: PipelineDeal, event: DragEvent) {
     img.src = 'data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7';
     event.dataTransfer.setDragImage(img, 0, 0);
   }
+  // بستن پیش‌نمایش وسط dragstart گاهی خودِ درگ را لغو می‌کند
+  if (quickId.value) void nextTick(() => closeQuick());
 }
 
 function onDragEnd() {
-  draggingId.value = null;
-  dropStageId.value = null;
-  overlayDeal.value = null;
+  const endedId = draggingId.value;
+  // drop معمولاً قبل از dragend است؛ کمی تأخیر تا fallback شناسه از بین نرود
+  window.setTimeout(() => {
+    if (draggingId.value !== endedId) return;
+    draggingId.value = null;
+    dropStageId.value = null;
+    overlayDeal.value = null;
+  }, 0);
 }
 
 function onDragOver(stageId: string, event: DragEvent) {
@@ -292,6 +306,21 @@ async function moveCard(activityId: string, toStageId: string, index?: number) {
       stageId: toStageId,
       position: insertAt,
     });
+    if (!same && data.status !== toStage.kind) {
+      const hideFromMine = props.params.desk === 'mine';
+      from.items = hideFromMine
+        ? prevFrom.filter((row) => row.id !== activityId)
+        : prevFrom.map((row) => (row.id === activityId ? data : row));
+      from.total = hideFromMine ? Math.max(0, prevFromTotal - 1) : prevFromTotal;
+      to.items = prevTo;
+      to.total = prevToTotal;
+      emit(
+        'notice',
+        'سهم شما ثبت شد. فعالیت وقتی انجام‌شده می‌شود که همهٔ مسئول‌ها سهم خود را بزنند.',
+      );
+      emit('changed');
+      return;
+    }
     const column = same ? from : to;
     column.items = column.items.map((i) => (i.id === activityId ? data : i));
     emit('changed');
@@ -310,18 +339,24 @@ async function moveCard(activityId: string, toStageId: string, index?: number) {
 
 async function onDrop(stageId: string, event: DragEvent, index?: number) {
   event.preventDefault();
-  const raw = event.dataTransfer?.getData('text/plain') || draggingColumnId.value || draggingId.value || '';
+  const transfer = event.dataTransfer?.getData('text/plain') || '';
+  const cardId = draggingId.value;
+  const columnId = draggingColumnId.value;
   dropStageId.value = null;
   draggingId.value = null;
   overlayDeal.value = null;
-  if (raw.startsWith('stage:') || draggingColumnId.value) {
-    const fromId = raw.replace(/^stage:/, '') || draggingColumnId.value;
-    draggingColumnId.value = null;
+  draggingColumnId.value = null;
+
+  const isStageDrag = transfer.startsWith('stage:');
+  if (isStageDrag || (!transfer && !cardId && columnId)) {
+    const fromId = isStageDrag ? transfer.slice('stage:'.length) : columnId;
     if (fromId) await reorderColumn(fromId, stageId);
     return;
   }
-  if (!raw || moving.value) return;
-  await moveCard(raw, stageId, index);
+
+  const activityId = (!isStageDrag && transfer) || cardId || '';
+  if (!activityId || moving.value) return;
+  await moveCard(activityId, stageId, index);
 }
 
 async function persistOrder(ids: string[]) {
@@ -404,7 +439,7 @@ async function onAddStage(name: string) {
   }
 }
 
-function openActivity(id: string) {
+function activityQuery(id: string) {
   const query: Record<string, string> = {
     from: 'desk',
     nav: crypto.randomUUID(),
@@ -424,7 +459,31 @@ function openActivity(id: string) {
   if (source.due) query.due = source.due;
   const columnId = findStageOf(id);
   if (columnId) query.stage = columnId;
-  void router.push({ name: 'activity-detail', params: { id }, query });
+  return query;
+}
+
+function openActivity(id: string) {
+  if (quickId.value === id) {
+    closeQuick();
+    return;
+  }
+  window.clearTimeout(peekLinger);
+  quickId.value = id;
+  peekId.value = id;
+}
+
+function closeQuick() {
+  quickId.value = null;
+  const id = peekId.value;
+  window.clearTimeout(peekLinger);
+  peekLinger = window.setTimeout(() => {
+    if (!quickId.value && peekId.value === id) peekId.value = null;
+  }, 650);
+}
+
+function openFullActivity(id: string) {
+  quickId.value = null;
+  void router.push({ name: 'activity-detail', params: { id }, query: activityQuery(id) });
 }
 </script>
 
@@ -440,23 +499,32 @@ function openActivity(id: string) {
       :copy="ACTIVITY_BOARD_COPY"
       :select-mode="selectMode"
       :selected-ids="selectedIds"
+      :peek-id="peekId"
+      :preview-id="quickId"
       @drag-start="onDragStart"
       @drag-end="onDragEnd"
       @drag-over="onDragOver"
       @drop="onDrop"
       @add-deal="emit('add', $event)"
       @open-deal="openActivity"
+      @detail-deal="openFullActivity"
       @menu-deal="onMenuActivity"
       @toggle-select="emit('toggleSelect', $event)"
       @bulk-delete="emit('bulkDelete')"
       @rename-stage="onRenameStage"
       @delete-stage="onDeleteStage"
       @move-stage="onMoveStage"
-      @column-drag-start="(id: string) => (draggingColumnId = id)"
+      @column-drag-start="(id: string) => { draggingId = null; overlayDeal = null; draggingColumnId = id; }"
       @column-drag-end="draggingColumnId = null; dropStageId = null"
       @add-stage="onAddStage"
       @load-more="loadMore"
     />
+    <ActivityQuickView
+      :activity-id="quickId"
+      @close="closeQuick"
+      @changed="loadAll()"
+      @full="openFullActivity"
+    />
     <Teleport to="body">
       <DealCardOverlay
         v-if="overlayDeal && draggingId"

apps/web/src/components/activities/ActivityCommentSheet.vue

@@ -17,6 +17,8 @@ const props = defineProps<{
   activity: ActivityDto;
   saving?: boolean;
   save: (payload: { text: string; photoOnly: boolean }) => Promise<void>;
+  /** بالاتر از مودال خلاصهٔ فعالیت */
+  overlayZIndex?: number;
 }>();
 
 const emit = defineEmits<{
@@ -355,7 +357,7 @@ onBeforeUnmount(() => {
 
 <template>
   <Teleport to="body">
-    <div class="layer" role="presentation">
+    <div class="layer" role="presentation" :style="overlayZIndex ? { zIndex: overlayZIndex } : undefined">
       <div class="backdrop" aria-hidden="true" />
       <section
         class="sheet"

apps/web/src/components/activities/ActivityPostponeSheet.vue

@@ -13,6 +13,8 @@ type PostponeKey = 'h1' | 'tomorrow-am' | 'next-saturday' | 'next-week' | 'custo
 const props = defineProps<{
   dueAt?: string | null;
   saving?: boolean;
+  /** بالاتر از مودال خلاصهٔ فعالیت */
+  overlayZIndex?: number;
 }>();
 
 const emit = defineEmits<{
@@ -154,7 +156,7 @@ onBeforeUnmount(() => {
 
 <template>
   <Teleport to="body">
-    <div class="layer" role="presentation">
+    <div class="layer" role="presentation" :style="overlayZIndex ? { zIndex: overlayZIndex } : undefined">
       <button class="backdrop" type="button" aria-label="بستن" @click="close" />
       <section class="sheet" role="dialog" aria-modal="true" aria-labelledby="postpone-title">
         <div class="handle" aria-hidden="true" />

apps/web/src/components/activities/ActivityQuickView.vue

@@ -0,0 +1,703 @@
+<script setup lang="ts">
+import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue';
+import axios from 'axios';
+import { CloseOutlined, PlusOutlined } from '@ant-design/icons-vue';
+import {
+  Alert as AAlert,
+  Button as AButton,
+  Col as ACol,
+  Divider as ADivider,
+  Flex as AFlex,
+  Row as ARow,
+  Select as ASelect,
+  Image as AImage,
+  Spin as ASpin,
+  Typography,
+  theme,
+} from 'ant-design-vue';
+import type { ActivityDto } from '@mento/shared';
+import { api } from '@/lib/api';
+import { bindThreadMedia, parseActivityThread } from '@/lib/activity-thread';
+import { noteChips } from '@/lib/lead-form-notes';
+import {
+  formatClockFa,
+  formatJalaliDay,
+  formatJalaliDayClock,
+  formatJalaliNumeric,
+  formatLocalDateTimeInput,
+  parseLocalInput,
+  startOfLocalDay,
+} from '@/lib/jalali';
+import { useAuthStore } from '@/stores/auth';
+import { canMutateActivity } from '@/lib/activity-access';
+import ActivityCommentSheet from '@/components/activities/ActivityCommentSheet.vue';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
+
+const props = defineProps<{
+  activityId: string | null;
+}>();
+
+const emit = defineEmits<{
+  close: [];
+  changed: [];
+  full: [id: string];
+}>();
+
+const { Text: ATypographyText, Paragraph: ATypographyParagraph, Link: ATypographyLink } = Typography;
+const { token } = theme.useToken();
+const auth = useAuthStore();
+
+const rendered = ref(false);
+const placed = ref(false);
+const panelEl = ref<HTMLElement | null>(null);
+const frame = ref({ left: 12, top: 12, width: 440, maxHeight: 560, shift: 88 });
+let hideTimer = 0;
+let reveal = false;
+const VIEW_PAD = 16;
+
+function cardEl(id: string) {
+  return document.querySelector<HTMLElement>(`.ant-card[data-card-id="${CSS.escape(id)}"]`);
+}
+
+function columnScroller(el: HTMLElement) {
+  let node = el.parentElement;
+  while (node) {
+    const style = getComputedStyle(node);
+    const scrolls = style.overflowY === 'auto' || style.overflowY === 'scroll';
+    if (scrolls && node.scrollHeight > node.clientHeight + 2) return node;
+    node = node.parentElement;
+  }
+  return null;
+}
+
+function panelExtent() {
+  const content = panelEl.value?.scrollHeight ?? 0;
+  return content > 80 ? content : 328;
+}
+
+/** Lift the column so a top-aligned panel fits. The last card may have no room left. */
+function liftColumn(el: HTMLElement, cardTop: number, height: number, vh: number) {
+  const overflow = cardTop + height - (vh - VIEW_PAD);
+  if (overflow <= 8) return;
+  const scroller = columnScroller(el);
+  if (!scroller) return;
+  const room = scroller.scrollHeight - scroller.clientHeight - scroller.scrollTop;
+  const delta = Math.min(overflow, Math.max(0, room));
+  if (delta <= 8) return;
+  const motion = window.matchMedia('(prefers-reduced-motion: reduce)').matches ? 'auto' : 'smooth';
+  scroller.scrollBy({ top: delta, behavior: motion });
+}
+
+function measure() {
+  const id = props.activityId;
+  if (!id) return;
+  const el = cardEl(id);
+  if (!el) return;
+  let rect = el.getBoundingClientRect();
+  if (rect.width < 8) return;
+  const vw = window.innerWidth;
+  const vh = window.innerHeight;
+  const width = Math.min(440, vw - 24);
+  const gap = 10;
+  const side: 'left' | 'right' = rect.left >= vw - rect.right ? 'left' : 'right';
+  let left = side === 'left' ? rect.left - gap - width : rect.right + gap;
+  left = Math.max(12, Math.min(left, vw - width - 12));
+  const height = Math.min(panelExtent(), Math.max(160, vh - VIEW_PAD * 2));
+  if (reveal) {
+    reveal = false;
+    liftColumn(el, rect.top, height, vh);
+    rect = el.getBoundingClientRect();
+  }
+  let top = rect.top;
+  const maxTop = vh - VIEW_PAD - height;
+  if (top > maxTop) top = Math.max(VIEW_PAD, maxTop);
+  if (top < VIEW_PAD) top = VIEW_PAD;
+  const maxHeight = Math.max(160, vh - VIEW_PAD - top);
+  const travel = Math.min(120, Math.round(width * 0.28));
+  frame.value = { left, top, width, maxHeight, shift: side === 'left' ? travel : -travel };
+}
+
+const panelStyle = computed(() => ({
+  position: 'fixed' as const,
+  zIndex: 1050,
+  top: `${frame.value.top}px`,
+  left: `${frame.value.left}px`,
+  width: `${frame.value.width}px`,
+  maxHeight: `${frame.value.maxHeight}px`,
+  overflow: 'auto' as const,
+  boxSizing: 'border-box' as const,
+  padding: `${token.value.padding}px`,
+  background: token.value.colorBgElevated,
+  color: token.value.colorText,
+  border: `1px solid ${token.value.colorBorderSecondary}`,
+  borderRadius: `${token.value.borderRadiusLG}px`,
+  boxShadow: token.value.boxShadowSecondary,
+  transform: placed.value ? 'translate3d(0, 0, 0)' : `translate3d(${frame.value.shift}px, 0, 0)`,
+  opacity: placed.value ? 1 : 0,
+  transition: 'transform 220ms cubic-bezier(.2, .8, .2, 1), opacity 180ms ease',
+  pointerEvents: placed.value ? ('auto' as const) : ('none' as const),
+}));
+
+function onViewport() {
+  if (props.activityId) measure();
+}
+
+function onPointerDown(event: PointerEvent) {
+  if (!props.activityId || !placed.value) return;
+  const target = event.target;
+  if (!(target instanceof Node)) return;
+  if (panelEl.value?.contains(target)) return;
+  if (commentOpen.value) return;
+  if (target instanceof Element && target.closest('.ant-select-dropdown, #jalali-picker, .layer, .ant-image-preview-root, .ant-image-preview-wrap')) return;
+  const card = cardEl(props.activityId);
+  if (card?.contains(target)) return;
+  emit('close');
+}
+
+function onKey(event: KeyboardEvent) {
+  if (event.key !== 'Escape' || !props.activityId) return;
+  if (commentOpen.value) return;
+  emit('close');
+}
+
+onMounted(() => {
+  window.addEventListener('resize', onViewport);
+  window.addEventListener('scroll', onViewport, true);
+  document.addEventListener('pointerdown', onPointerDown, true);
+  document.addEventListener('keydown', onKey);
+});
+
+onBeforeUnmount(() => {
+  window.removeEventListener('resize', onViewport);
+  window.removeEventListener('scroll', onViewport, true);
+  document.removeEventListener('pointerdown', onPointerDown, true);
+  document.removeEventListener('keydown', onKey);
+  window.clearTimeout(hideTimer);
+  clearNoteMedia();
+});
+
+const activity = ref<ActivityDto | null>(null);
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const commentOpen = ref(false);
+const postponeKey = ref('h1');
+const customDue = ref('');
+
+type NoteMedia = {
+  id: string;
+  name: string;
+  url: string;
+  kind: 'image' | 'audio' | 'file';
+  createdAt: string;
+};
+const noteMedia = ref<NoteMedia[]>([]);
+
+function clearNoteMedia() {
+  for (const item of noteMedia.value) URL.revokeObjectURL(item.url);
+  noteMedia.value = [];
+}
+
+const isClosed = computed(
+  () => activity.value?.status === 'done' || activity.value?.status === 'canceled',
+);
+const canMutate = computed(() => canMutateActivity(activity.value, auth.user));
+const needsEveryone = computed(
+  () => activity.value?.completionMode === 'all' && (activity.value.assignees?.length ?? 0) > 1,
+);
+const myShareDone = computed(() => {
+  const mine = auth.user?.id;
+  return Boolean(mine && activity.value?.completedByIds?.includes(mine));
+});
+const actionLabel = computed(() => {
+  if (isClosed.value) return 'بازگشایی';
+  if (needsEveryone.value && myShareDone.value) return 'لغو انجام';
+  return 'انجام شده';
+});
+
+const createdLabel = computed(() => {
+  const raw = activity.value?.createdAt;
+  if (!raw) return '—';
+  const date = new Date(raw);
+  return `${formatJalaliDay(date)} - ${formatClockFa(date)}`;
+});
+
+const thread = computed(() => parseActivityThread(activity.value?.description));
+const plainNote = computed(() => (thread.value ? '' : activity.value?.description?.trim() || ''));
+const threadBlocks = computed(() => {
+  const entries = thread.value;
+  if (!entries) return null;
+  return bindThreadMedia(entries, noteMedia.value);
+});
+const looseImages = computed(() =>
+  (threadBlocks.value?.loose ?? noteMedia.value).filter((item) => item.kind === 'image'),
+);
+
+const noteScrollStyle = computed(() => ({
+  maxHeight: '220px',
+  overflow: 'auto',
+}));
+
+const noteBubbleStyle = computed(() => ({
+  padding: '8px 12px',
+  border: `1px solid ${token.value.colorBorderSecondary}`,
+  borderRadius: `${token.value.borderRadius}px`,
+  background: token.value.colorFillAlter,
+}));
+
+const postponeBase = computed(() => {
+  const now = new Date();
+  const due = activity.value?.dueAt ? new Date(activity.value.dueAt) : now;
+  if (Number.isNaN(due.getTime()) || due.getTime() <= now.getTime()) return now;
+  return due;
+});
+
+function addMinutes(mins: number) {
+  return new Date(postponeBase.value.getTime() + mins * 60_000);
+}
+
+function tomorrowMorning() {
+  const d = startOfLocalDay(new Date());
+  d.setDate(d.getDate() + 1);
+  d.setHours(10, 0, 0, 0);
+  return d;
+}
+
+function nextSaturdayMorning() {
+  const d = startOfLocalDay(new Date());
+  const untilSaturday = (6 - d.getDay() + 7) % 7;
+  d.setDate(d.getDate() + (untilSaturday === 0 ? 7 : untilSaturday));
+  d.setHours(10, 0, 0, 0);
+  return d;
+}
+
+const postponeChoices = computed(() => {
+  const h1 = addMinutes(60);
+  const morning = tomorrowMorning();
+  const saturday = nextSaturdayMorning();
+  const week = new Date(postponeBase.value.getTime());
+  week.setDate(week.getDate() + 7);
+  return [
+    { key: 'h1', label: `یک ساعت دیرتر · ${formatClockFa(h1)}`, at: h1 },
+    { key: 'tomorrow-am', label: `فردا صبح · ${formatClockFa(morning)}`, at: morning },
+    { key: 'next-saturday', label: `شنبه آینده · ${formatJalaliDayClock(saturday)}`, at: saturday },
+    { key: 'next-week', label: `هفته آینده · ${formatJalaliDayClock(week)}`, at: week },
+    { key: 'custom', label: 'زمان دلخواه', at: null },
+  ];
+});
+
+const postponeReady = computed(() => {
+  if (postponeKey.value === 'custom') return Boolean(parseLocalInput(customDue.value));
+  return postponeChoices.value.some((item) => item.key === postponeKey.value && item.at);
+});
+
+function resetDrafts() {
+  commentOpen.value = false;
+  postponeKey.value = 'h1';
+  customDue.value = '';
+}
+
+function apiMessage(e: unknown, fallback: string) {
+  if (axios.isAxiosError(e)) {
+    const msg = (e.response?.data as { message?: string | string[] } | undefined)?.message;
+    if (Array.isArray(msg)) return msg[0] ?? fallback;
+    if (typeof msg === 'string' && msg) return msg;
+  }
+  return fallback;
+}
+
+async function loadNoteMedia(row: ActivityDto) {
+  clearNoteMedia();
+  const next: NoteMedia[] = [];
+  for (const image of row.images ?? []) {
+    const mime = image.mimeType.toLowerCase();
+    const kind = mime.startsWith('audio/') ? 'audio' : mime.startsWith('image/') ? 'image' : 'file';
+    try {
+      const { data } = await api.get<Blob>(`/activities/${row.id}/images/${image.id}`, {
+        responseType: 'blob',
+      });
+      const url = URL.createObjectURL(data);
+      if (props.activityId !== row.id) {
+        URL.revokeObjectURL(url);
+        continue;
+      }
+      next.push({
+        id: image.id,
+        name: image.fileName,
+        url,
+        kind,
+        createdAt: image.createdAt,
+      });
+    } catch {
+      /* فایل در دسترس نیست */
+    }
+  }
+  if (props.activityId !== row.id) {
+    for (const item of next) URL.revokeObjectURL(item.url);
+    return;
+  }
+  noteMedia.value = next;
+  await nextTick();
+  measure();
+}
+
+async function load(id: string) {
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<ActivityDto>(`/activities/${id}`);
+    if (props.activityId !== id) return;
+    activity.value = data;
+    if (!customDue.value) customDue.value = formatLocalDateTimeInput(addMinutes(60));
+    void loadNoteMedia(data);
+  } catch (e) {
+    if (props.activityId === id) {
+      activity.value = null;
+      error.value = apiMessage(e, 'بارگذاری فعالیت ناموفق بود.');
+    }
+  } finally {
+    if (props.activityId === id) {
+      loading.value = false;
+      reveal = true;
+      await nextTick();
+      measure();
+    }
+  }
+}
+
+watch(
+  () => props.activityId,
+  async (id, prev) => {
+    if (!id) {
+      activity.value = null;
+      error.value = '';
+      resetDrafts();
+      clearNoteMedia();
+      placed.value = false;
+      window.clearTimeout(hideTimer);
+      hideTimer = window.setTimeout(() => {
+        if (!props.activityId) rendered.value = false;
+      }, 230);
+      return;
+    }
+    window.clearTimeout(hideTimer);
+    if (prev && prev !== id) {
+      resetDrafts();
+      activity.value = null;
+      clearNoteMedia();
+    }
+    if (prev && prev !== id && rendered.value) placed.value = false;
+    rendered.value = true;
+    measure();
+    await nextTick();
+    measure();
+    requestAnimationFrame(() => {
+      requestAnimationFrame(() => {
+        if (props.activityId === id) placed.value = true;
+      });
+    });
+    void load(id);
+  },
+  { immediate: true },
+);
+
+async function runAction() {
+  const id = props.activityId;
+  const row = activity.value;
+  if (!id || !row || saving.value) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    if (isClosed.value) {
+      if (!canMutate.value) {
+        error.value = 'شما مجوز ویرایش این فعالیت را ندارید.';
+        return;
+      }
+      await api.patch(`/activities/${id}`, { status: 'open' });
+      await load(id);
+      emit('changed');
+      return;
+    }
+    const undo = needsEveryone.value && myShareDone.value;
+    const { data } = await api.patch<ActivityDto>(`/activities/${id}/complete`, undefined, {
+      params: undo ? { undo: '1' } : undefined,
+    });
+    if (data.status === 'done') {
+      emit('changed');
+      emit('close');
+      return;
+    }
+    activity.value = data;
+    emit('changed');
+  } catch (e) {
+    error.value = apiMessage(e, 'ثبت تغییر ناموفق بود.');
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function postponeTo(iso: string) {
+  const id = props.activityId;
+  if (!id || saving.value) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    await api.patch(`/activities/${id}`, { dueAt: iso });
+    await load(id);
+    emit('changed');
+  } catch (e) {
+    error.value = apiMessage(e, 'تعویق فعالیت ناموفق بود.');
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function submitComment(payload: { text: string; photoOnly: boolean }) {
+  const id = props.activityId;
+  const row = activity.value;
+  const body = payload.text.trim() || (payload.photoOnly ? 'عکس پیوست شد.' : '');
+  if (!id || !row || !body) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    const prev = row.description?.trim();
+    const now = new Date();
+    const author = auth.user?.fullName?.trim();
+    const stamp = `[${formatJalaliNumeric(now)} ساعت ${formatClockFa(now)}${author ? ` — ${author}` : ''}]`;
+    const entry = `${stamp}\n${body}`;
+    await api.patch(`/activities/${id}`, { description: prev ? `${prev}\n\n${entry}` : entry });
+    commentOpen.value = false;
+    await load(id);
+    emit('changed');
+  } catch (e) {
+    error.value = apiMessage(e, 'ثبت نظر ناموفق بود.');
+    throw e;
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function applyPostpone() {
+  if (postponeKey.value === 'custom') {
+    const at = parseLocalInput(customDue.value);
+    if (!at) return;
+    await postponeTo(at.toISOString());
+    return;
+  }
+  const at = postponeChoices.value.find((item) => item.key === postponeKey.value)?.at;
+  if (at) await postponeTo(at.toISOString());
+}
+
+function openFull() {
+  if (!props.activityId) return;
+  emit('full', props.activityId);
+}
+</script>
+
+<template>
+  <Teleport to="body">
+    <div
+      v-if="rendered"
+      ref="panelEl"
+      role="dialog"
+      dir="rtl"
+      :aria-label="activity?.title || 'جزئیات فعالیت'"
+      :style="panelStyle"
+    >
+    <a-flex justify="flex-end" :style="{ marginBottom: '8px' }">
+      <a-button type="text" aria-label="بستن" @click="emit('close')">
+        <template #icon><CloseOutlined /></template>
+      </a-button>
+    </a-flex>
+
+    <a-spin :spinning="loading">
+      <a-alert v-if="error" type="error" :message="error" show-icon :style="{ marginBottom: '12px' }" />
+      <template v-if="activity">
+        <a-row :gutter="[16, 12]">
+          <a-col :xs="24" :sm="12">
+            <a-flex vertical :gap="2">
+              <a-typography-text type="secondary">ایجاد شده توسط</a-typography-text>
+              <a-typography-text>{{ activity.createdBy?.fullName || '—' }}</a-typography-text>
+            </a-flex>
+          </a-col>
+          <a-col :xs="24" :sm="12">
+            <a-flex vertical :gap="2">
+              <a-typography-text type="secondary">تاریخ ایجاد</a-typography-text>
+              <a-typography-text>{{ createdLabel }}</a-typography-text>
+            </a-flex>
+          </a-col>
+        </a-row>
+
+        <a-divider :style="{ margin: '16px 0 12px' }" />
+        <a-flex justify="space-between" align="center" :style="{ marginBottom: '8px' }">
+          <a-typography-text strong>یادداشت</a-typography-text>
+          <a-button
+            type="primary"
+            shape="circle"
+            aria-label="یادداشت جدید"
+            :disabled="!canMutate"
+            @click="commentOpen = true"
+          >
+            <template #icon><PlusOutlined /></template>
+          </a-button>
+        </a-flex>
+        <div class="note-photos" :style="noteScrollStyle">
+          <a-flex v-if="threadBlocks" vertical :gap="8">
+            <div
+              v-for="(entry, index) in threadBlocks.blocks"
+              :key="`${entry.dateLabel}-${entry.timeLabel}-${index}`"
+              :style="noteBubbleStyle"
+            >
+              <a-flex v-if="entry.dateLabel" justify="space-between" align="center" :gap="8">
+                <a-typography-text type="secondary">
+                  {{ entry.dateLabel }} ساعت {{ entry.timeLabel }}
+                </a-typography-text>
+                <a-typography-text v-if="entry.author" strong :style="{ color: token.colorPrimary }">
+                  {{ entry.author }}
+                </a-typography-text>
+              </a-flex>
+              <a-typography-paragraph v-if="entry.body" :style="{ margin: entry.dateLabel ? '4px 0 0' : 0, whiteSpace: 'pre-wrap' }">
+                <template v-for="(chip, chipIndex) in noteChips(entry.body)" :key="chipIndex">
+                  <a-image
+                    v-if="chip.kind === 'image'"
+                    :src="chip.src"
+                    :alt="chip.name"
+                    :width="72"
+                    :height="72"
+                    :preview="{ zIndex: 1300 }"
+                    :style="{ display: 'block', marginTop: '8px' }"
+                  />
+                  <a-typography-link
+                    v-else-if="chip.kind === 'link'"
+                    :href="chip.href"
+                    target="_blank"
+                    rel="noopener"
+                  >
+                    {{ chip.label }}
+                  </a-typography-link>
+                  <span v-else>{{ chip.text }}</span>
+                </template>
+              </a-typography-paragraph>
+              <a-flex
+                v-if="entry.media.some((item) => item.kind === 'image')"
+                wrap="wrap"
+                :gap="8"
+                :style="{ marginTop: '8px' }"
+              >
+                <a-image
+                  v-for="image in entry.media.filter((item) => item.kind === 'image')"
+                  :key="image.id"
+                  :src="image.url"
+                  :alt="image.name"
+                  :width="72"
+                    :height="72"
+                  :preview="{ zIndex: 1300 }"
+                />
+              </a-flex>
+            </div>
+            <div v-for="image in threadBlocks.loose.filter((item) => item.kind === 'image')" :key="image.id" :style="noteBubbleStyle">
+              <a-image :src="image.url" :alt="image.name" :width="72"
+                    :height="72" :preview="{ zIndex: 1300 }" />
+            </div>
+          </a-flex>
+          <div v-else-if="plainNote || looseImages.length" :style="noteBubbleStyle">
+            <a-typography-paragraph v-if="plainNote" :style="{ margin: 0, whiteSpace: 'pre-wrap' }">
+              <template v-for="(chip, chipIndex) in noteChips(plainNote)" :key="chipIndex">
+                <a-image
+                  v-if="chip.kind === 'image'"
+                  :src="chip.src"
+                  :alt="chip.name"
+                  :width="72"
+                    :height="72"
+                  :preview="{ zIndex: 1300 }"
+                  :style="{ display: 'block', marginTop: '8px' }"
+                />
+                <a-typography-link
+                  v-else-if="chip.kind === 'link'"
+                  :href="chip.href"
+                  target="_blank"
+                  rel="noopener"
+                >
+                  {{ chip.label }}
+                </a-typography-link>
+                <span v-else>{{ chip.text }}</span>
+              </template>
+            </a-typography-paragraph>
+            <a-flex v-if="looseImages.length" wrap="wrap" :gap="8" :style="{ marginTop: plainNote ? '8px' : 0 }">
+              <a-image
+                v-for="image in looseImages"
+                :key="image.id"
+                :src="image.url"
+                :alt="image.name"
+                :width="72"
+                    :height="72"
+                :preview="{ zIndex: 1300 }"
+              />
+            </a-flex>
+          </div>
+          <a-typography-text v-else type="secondary">یادداشتی ثبت نشده.</a-typography-text>
+        </div>
+
+        <a-flex vertical :gap="8" :style="{ marginTop: '12px' }">
+          <a-flex align="center" :gap="8">
+            <a-select
+              v-model:value="postponeKey"
+              :disabled="saving || loading || isClosed || !canMutate"
+              :options="postponeChoices.map((item) => ({ value: item.key, label: item.label }))"
+              :dropdown-style="{ zIndex: 1200 }"
+              style="flex: 1"
+            />
+            <a-button
+              type="primary"
+              :disabled="saving || loading || isClosed || !canMutate || !postponeReady"
+              @click="applyPostpone"
+            >
+              تعویق
+            </a-button>
+          </a-flex>
+          <JalaliDateInput
+            v-if="postponeKey === 'custom'"
+            v-model="customDue"
+            mode="datetime"
+            placeholder="تاریخ و ساعت"
+            :disabled="!canMutate"
+          />
+        </a-flex>
+
+        <a-divider :style="{ margin: '16px 0 12px' }" />
+        <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+          <a-button
+            type="primary"
+            :disabled="saving || loading || (isClosed && !canMutate)"
+            @click="runAction"
+          >
+            {{ actionLabel }}
+          </a-button>
+          <a-button type="link" @click="openFull">مشاهدهٔ کامل</a-button>
+        </a-flex>
+      </template>
+    </a-spin>
+
+    <ActivityCommentSheet
+      v-if="commentOpen && activity"
+      :activity="activity"
+      :saving="saving"
+      :overlay-z-index="1200"
+      :save="submitComment"
+      @close="commentOpen = false"
+    />
+    </div>
+  </Teleport>
+</template>
+
+<style scoped>
+.note-photos :deep(.ant-image) {
+  width: 72px;
+  height: 72px;
+}
+.note-photos :deep(.ant-image-img) {
+  width: 72px;
+  height: 72px;
+  object-fit: cover;
+}
+</style>

apps/web/src/components/activities/RelatedActivitiesPanel.vue

@@ -0,0 +1,393 @@
+<script setup lang="ts">
+import { computed, ref, watch } from 'vue';
+import { useRouter } from 'vue-router';
+import {
+  Alert as AAlert,
+  Avatar as AAvatar,
+  Button as AButton,
+  Card as ACard,
+  Collapse as ACollapse,
+  CollapsePanel as ACollapsePanel,
+  Divider as ADivider,
+  Empty as AEmpty,
+  Flex as AFlex,
+  Space as ASpace,
+  Spin as ASpin,
+  Tag as ATag,
+  Typography,
+  theme,
+} from 'ant-design-vue';
+import {
+  CalendarOutlined,
+  CheckCircleOutlined,
+  ClockCircleOutlined,
+  LeftOutlined,
+  PhoneOutlined,
+  PlusOutlined,
+  ScheduleOutlined,
+  TeamOutlined,
+  WarningOutlined,
+} from '@ant-design/icons-vue';
+import type { ActivityDto, ActivityStatus, ActivityType, PaginatedResponse } from '@mento/shared';
+import { ACTIVITY_TYPE_LABELS } from '@mento/shared';
+import { api } from '@/lib/api';
+import {
+  calendarDaysBetween,
+  formatClockFa,
+  formatJalaliDay,
+  startOfLocalDay,
+  toFaDigits,
+} from '@/lib/jalali';
+
+const { Text: ATypographyText, Title: ATypographyTitle, Paragraph: ATypographyParagraph } =
+  Typography;
+const { token } = theme.useToken();
+
+const STATUS_LABELS: Record<ActivityStatus, string> = {
+  open: 'باز',
+  done: 'انجام‌شده',
+  canceled: 'لغو شده',
+};
+
+const TYPE_ICONS: Record<ActivityType, typeof PhoneOutlined> = {
+  call: PhoneOutlined,
+  meeting: TeamOutlined,
+  task: CheckCircleOutlined,
+  note: ScheduleOutlined,
+};
+
+type DueTone = 'overdue' | 'today' | 'soon' | 'later' | 'none';
+
+const props = withDefaults(
+  defineProps<{
+    dealId: string;
+    personId?: string | null;
+    companyId?: string | null;
+    dealTitle?: string;
+  }>(),
+  {
+    personId: null,
+    companyId: null,
+    dealTitle: '',
+  },
+);
+
+const router = useRouter();
+
+const items = ref<ActivityDto[]>([]);
+const loading = ref(false);
+const error = ref('');
+const closedKeys = ref<string[]>([]);
+
+function sortByDue(a: ActivityDto, b: ActivityDto) {
+  const ta = a.dueAt ? new Date(a.dueAt).getTime() : Number.POSITIVE_INFINITY;
+  const tb = b.dueAt ? new Date(b.dueAt).getTime() : Number.POSITIVE_INFINITY;
+  if (Number.isNaN(ta) && Number.isNaN(tb)) return 0;
+  if (Number.isNaN(ta)) return 1;
+  if (Number.isNaN(tb)) return -1;
+  return ta - tb;
+}
+
+const planned = computed(() =>
+  items.value.filter((a) => a.status === 'open').slice().sort(sortByDue),
+);
+const closed = computed(() =>
+  items.value
+    .filter((a) => a.status !== 'open')
+    .slice()
+    .sort((a, b) => {
+      const ta = a.completedAt || a.updatedAt || a.dueAt || '';
+      const tb = b.completedAt || b.updatedAt || b.dueAt || '';
+      return tb.localeCompare(ta);
+    }),
+);
+
+function dueTone(dueAt: string | null): DueTone {
+  if (!dueAt) return 'none';
+  const due = new Date(dueAt);
+  if (Number.isNaN(due.getTime())) return 'none';
+  const days = calendarDaysBetween(startOfLocalDay(), startOfLocalDay(due));
+  if (days < 0) return 'overdue';
+  if (days === 0) return 'today';
+  if (days <= 2) return 'soon';
+  return 'later';
+}
+
+function dueLabel(dueAt: string | null) {
+  if (!dueAt) return 'بدون موعد';
+  const d = new Date(dueAt);
+  if (Number.isNaN(d.getTime())) return 'بدون موعد';
+  const tone = dueTone(dueAt);
+  if (tone === 'overdue') {
+    const days = Math.abs(calendarDaysBetween(startOfLocalDay(), startOfLocalDay(d)));
+    return days === 1 ? 'دیروز موعد داشت' : `${toFaDigits(days)} روز تأخیر`;
+  }
+  if (tone === 'today') return `امروز · ${formatClockFa(d)}`;
+  return `${formatJalaliDay(d)} · ${formatClockFa(d)}`;
+}
+
+function dueTagColor(tone: DueTone) {
+  if (tone === 'overdue') return 'error';
+  if (tone === 'today') return 'warning';
+  if (tone === 'soon') return 'processing';
+  return 'default';
+}
+
+function rowStyle(tone: DueTone, closedRow = false) {
+  const base = {
+    width: '100%',
+    padding: `${token.value.paddingSM}px ${token.value.padding}px`,
+    borderRadius: `${token.value.borderRadiusLG}px`,
+    border: `1px solid ${token.value.colorBorderSecondary}`,
+    background: token.value.colorBgContainer,
+    cursor: 'pointer' as const,
+    opacity: closedRow ? 0.78 : 1,
+  };
+  if (closedRow) {
+    return { ...base, background: token.value.colorFillAlter };
+  }
+  if (tone === 'overdue') {
+    return {
+      ...base,
+      borderColor: token.value.colorErrorBorder,
+      background: token.value.colorErrorBg,
+    };
+  }
+  if (tone === 'today') {
+    return {
+      ...base,
+      borderColor: token.value.colorWarningBorder,
+      background: token.value.colorWarningBg,
+    };
+  }
+  return base;
+}
+
+function avatarStyle(tone: DueTone) {
+  if (tone === 'overdue') {
+    return { backgroundColor: token.value.colorErrorBg, color: token.value.colorError };
+  }
+  if (tone === 'today') {
+    return { backgroundColor: token.value.colorWarningBg, color: token.value.colorWarning };
+  }
+  return {
+    backgroundColor: token.value.colorPrimaryBg,
+    color: token.value.colorPrimary,
+  };
+}
+
+function typeLabel(item: ActivityDto) {
+  const type = item.type as ActivityType;
+  return item.typeDef?.name || ACTIVITY_TYPE_LABELS[type];
+}
+
+function statusLabel(status: ActivityDto['status']) {
+  return STATUS_LABELS[status as ActivityStatus];
+}
+
+function typeIcon(type: ActivityDto['type']) {
+  return TYPE_ICONS[type as ActivityType];
+}
+
+function newActivityQuery() {
+  const query: Record<string, string> = { dealId: props.dealId };
+  if (props.personId) query.personId = props.personId;
+  if (props.companyId) query.companyId = props.companyId;
+  if (props.dealTitle.trim()) query.title = `پیگیری: ${props.dealTitle.trim()}`;
+  return query;
+}
+
+function goCreate() {
+  void router.push({ name: 'activity-new', query: newActivityQuery() });
+}
+
+function goDetail(id: string) {
+  void router.push({ name: 'activity-detail', params: { id } });
+}
+
+async function load() {
+  if (!props.dealId) return;
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<PaginatedResponse<ActivityDto>>('/activities', {
+      params: { filter: 'all', dealId: props.dealId, limit: 50 },
+    });
+    items.value = data.items ?? [];
+  } catch {
+    error.value = 'بارگذاری فعالیت‌های معامله ممکن نشد.';
+    items.value = [];
+  } finally {
+    loading.value = false;
+  }
+}
+
+watch(
+  () => props.dealId,
+  () => {
+    void load();
+  },
+  { immediate: true },
+);
+</script>
+
+<template>
+  <a-card :bordered="false">
+    <template #title>
+      <a-space :size="8">
+        <CalendarOutlined :style="{ color: token.colorPrimary }" />
+        <span>فعالیت‌های برنامه‌ریزی‌شده</span>
+        <a-tag v-if="planned.length" color="processing" :bordered="false">
+          {{ toFaDigits(planned.length) }} باز
+        </a-tag>
+      </a-space>
+    </template>
+    <template #extra>
+      <a-button type="primary" @click="goCreate">
+        <template #icon><PlusOutlined /></template>
+        افزودن فعالیت
+      </a-button>
+    </template>
+
+    <a-alert
+      v-if="error"
+      type="error"
+      show-icon
+      :message="error"
+      :style="{ marginBottom: `${token.margin}px` }"
+    />
+
+    <a-spin :spinning="loading">
+      <a-empty
+        v-if="!loading && !planned.length"
+        :image="AEmpty.PRESENTED_IMAGE_SIMPLE"
+        :style="{ paddingBlock: `${token.paddingLG}px` }"
+      >
+        <template #description>
+          <a-flex vertical align="center" :gap="token.marginXS">
+            <a-typography-title :level="5" :style="{ margin: 0 }">
+              هنوز فعالیتی برای این معامله نیست
+            </a-typography-title>
+            <a-typography-paragraph
+              type="secondary"
+              :style="{ margin: 0, maxWidth: '28rem', textAlign: 'center' }"
+            >
+              یک تماس، جلسه یا پیگیری زمان‌بندی کن تا معامله از دست نرود.
+            </a-typography-paragraph>
+          </a-flex>
+        </template>
+        <a-button type="primary" @click="goCreate">
+          <template #icon><PlusOutlined /></template>
+          افزودن اولین فعالیت
+        </a-button>
+      </a-empty>
+
+      <a-flex v-else-if="planned.length" vertical :gap="token.marginSM">
+        <a-flex
+          v-for="item in planned"
+          :key="item.id"
+          align="center"
+          justify="space-between"
+          :gap="token.marginSM"
+          wrap="wrap"
+          :style="rowStyle(dueTone(item.dueAt))"
+          role="button"
+          tabindex="0"
+          @click="goDetail(item.id)"
+          @keydown.enter="goDetail(item.id)"
+        >
+          <a-flex align="center" :gap="token.marginSM" :style="{ minWidth: 0, flex: '1 1 220px' }">
+            <a-avatar :size="40" :style="avatarStyle(dueTone(item.dueAt))">
+              <template #icon>
+                <WarningOutlined v-if="dueTone(item.dueAt) === 'overdue'" />
+                <ClockCircleOutlined v-else-if="dueTone(item.dueAt) === 'today'" />
+                <component :is="typeIcon(item.type)" v-else />
+              </template>
+            </a-avatar>
+            <a-flex vertical :gap="4" :style="{ minWidth: 0 }">
+              <a-typography-text strong :ellipsis="{ tooltip: item.title }">
+                {{ item.title }}
+              </a-typography-text>
+              <a-space :size="8" wrap>
+                <a-tag :bordered="false">{{ typeLabel(item) }}</a-tag>
+                <a-tag :color="dueTagColor(dueTone(item.dueAt))" :bordered="false">
+                  {{ dueLabel(item.dueAt) }}
+                </a-tag>
+                <a-typography-text v-if="item.assignee?.fullName" type="secondary">
+                  {{ item.assignee.fullName }}
+                </a-typography-text>
+              </a-space>
+            </a-flex>
+          </a-flex>
+          <LeftOutlined :style="{ color: token.colorTextQuaternary, flexShrink: 0 }" />
+        </a-flex>
+      </a-flex>
+
+      <template v-if="closed.length">
+        <a-divider v-if="planned.length" :style="{ margin: `${token.marginMD}px 0` }" />
+        <a-collapse
+          v-model:activeKey="closedKeys"
+          ghost
+          :bordered="false"
+          :style="{
+            background: 'transparent',
+            marginTop: planned.length ? 0 : `${token.marginSM}px`,
+          }"
+        >
+          <a-collapse-panel key="closed">
+            <template #header>
+              <a-typography-text type="secondary">
+                {{ toFaDigits(closed.length) }} فعالیت انجام‌شده یا لغو شده
+              </a-typography-text>
+            </template>
+            <a-flex vertical :gap="token.marginSM">
+              <a-flex
+                v-for="item in closed"
+                :key="item.id"
+                align="center"
+                justify="space-between"
+                :gap="token.marginSM"
+                wrap="wrap"
+                :style="rowStyle('none', true)"
+                role="button"
+                tabindex="0"
+                @click="goDetail(item.id)"
+                @keydown.enter="goDetail(item.id)"
+              >
+                <a-flex
+                  align="center"
+                  :gap="token.marginSM"
+                  :style="{ minWidth: 0, flex: '1 1 220px' }"
+                >
+                  <a-avatar
+                    :size="40"
+                    :style="{
+                      backgroundColor: token.colorFillSecondary,
+                      color: token.colorTextSecondary,
+                    }"
+                  >
+                    <template #icon>
+                      <component :is="typeIcon(item.type)" />
+                    </template>
+                  </a-avatar>
+                  <a-flex vertical :gap="4" :style="{ minWidth: 0 }">
+                    <a-typography-text :ellipsis="{ tooltip: item.title }">
+                      {{ item.title }}
+                    </a-typography-text>
+                    <a-space :size="8" wrap>
+                      <a-tag :bordered="false">{{ statusLabel(item.status) }}</a-tag>
+                      <a-typography-text type="secondary">
+                        {{ dueLabel(item.dueAt) }}
+                      </a-typography-text>
+                    </a-space>
+                  </a-flex>
+                </a-flex>
+                <LeftOutlined :style="{ color: token.colorTextQuaternary, flexShrink: 0 }" />
+              </a-flex>
+            </a-flex>
+          </a-collapse-panel>
+        </a-collapse>
+      </template>
+    </a-spin>
+  </a-card>
+</template>

apps/web/src/components/pipeline/DealCard.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed } from 'vue';
+import { computed, ref } from 'vue';
 import {
   CalendarOutlined,
   CheckOutlined,
@@ -18,6 +18,7 @@ import {
   Typography,
   theme,
 } from 'ant-design-vue';
+import DealQuickActivityPopover from '@/components/pipeline/DealQuickActivityPopover.vue';
 import { userAvatarSrc } from '@/lib/userAvatars';
 import type { ActivityPriority } from '@mento/shared';
 import type { PipelineAccent, PipelineDeal, PipelineUiCopy } from '@/lib/pipeline-board';
@@ -31,6 +32,9 @@ const props = withDefaults(
     copy?: PipelineUiCopy;
     selectMode?: boolean;
     selected?: boolean;
+    peeking?: boolean;
+    /** پنل کناری همین کارت باز است؛ فلش را برمی‌گرداند. جدا از هایلایتِ بعد از بستن. */
+    previewing?: boolean;
   }>(),
   { copy: () => DEAL_BOARD_COPY },
 );
@@ -39,6 +43,7 @@ const emit = defineEmits<{
   dragStart: [deal: PipelineDeal, event: DragEvent];
   dragEnd: [];
   open: [dealId: string];
+  detail: [dealId: string];
   menu: [dealId: string];
   toggleSelect: [dealId: string];
   bulkDelete: [];
@@ -47,6 +52,11 @@ const emit = defineEmits<{
 const { Text: ATypographyText } = Typography;
 const { token } = theme.useToken();
 
+const activityOpen = ref(false);
+const highlighted = computed(
+  () => props.selected || props.peeking || activityOpen.value,
+);
+
 const showAmount = computed(
   () => !props.copy.hideAmount && props.deal.amount != null,
 );
@@ -74,13 +84,40 @@ const priorityFlag = computed(() =>
   props.deal.priority ? PRIORITY_FLAG[props.deal.priority] : null,
 );
 
+function onTitleClick() {
+  if (props.selectMode) {
+    emit('toggleSelect', props.deal.id);
+    return;
+  }
+  if (props.copy.quickView) emit('detail', props.deal.id);
+  else emit('open', props.deal.id);
+}
+
+const chevronStyle = computed(() => ({
+  display: 'inline-block',
+  width: '0.42rem',
+  height: '0.42rem',
+  borderRight: '1.6px solid currentColor',
+  borderBottom: '1.6px solid currentColor',
+  transform: props.previewing ? 'rotate(-45deg)' : 'rotate(135deg)',
+  transition: 'transform 0.15s ease',
+}));
+
 const cardStyle = computed(() => ({
   cursor: props.selectMode ? 'pointer' : 'grab',
-  opacity: props.dragging ? 0.45 : 1,
+  opacity: props.dragging ? 0.4 : 1,
+  transform: props.dragging ? 'scale(0.98)' : 'none',
+  transition: 'opacity 180ms ease, transform 180ms ease, box-shadow 180ms ease',
   margin: 0,
-  background: props.selected ? token.value.colorPrimaryBg : token.value.colorBgContainer,
-  borderColor: props.selected ? token.value.colorPrimary : token.value.colorBorderSecondary,
-  boxShadow: token.value.boxShadowTertiary,
+  position: highlighted.value ? 'relative' : undefined,
+  zIndex: highlighted.value ? 2 : undefined,
+  background: highlighted.value ? token.value.colorPrimaryBg : token.value.colorBgContainer,
+  borderColor: highlighted.value ? token.value.colorPrimary : token.value.colorBorderSecondary,
+  boxShadow: highlighted.value
+    ? `0 0 0 2px ${token.value.colorPrimary}`
+    : props.dragging
+      ? token.value.boxShadow
+      : token.value.boxShadowTertiary,
 }));
 </script>
 
@@ -122,21 +159,29 @@ const cardStyle = computed(() => ({
           </template>
         </a-button>
         <div :style="{ flex: 1, minWidth: 0 }">
-          <a-typography-text
-            ellipsis
-            :style="{
-              display: 'block',
-              margin: 0,
-              lineHeight: 1.35,
-              cursor: 'pointer',
-              fontSize: `${token.fontSizeSM}px`,
-              fontWeight: 600,
-            }"
-            :title="deal.title"
-            @click.stop="selectMode ? emit('toggleSelect', deal.id) : emit('open', deal.id)"
-          >
-            {{ deal.title }}
-          </a-typography-text>
+          <a-flex align="center" :gap="6" :style="{ minWidth: 0 }">
+            <a-tooltip v-if="copy.quickView && priorityFlag" :title="`اولویت: ${priorityFlag.label}`">
+              <FlagFilled :style="{ color: priorityFlag.color, fontSize: '14px', flexShrink: 0 }" />
+            </a-tooltip>
+            <a-typography-text
+              ellipsis
+              :style="{
+                flex: 1,
+                minWidth: 0,
+                display: 'block',
+                margin: 0,
+                lineHeight: 1.35,
+                cursor: 'pointer',
+                fontSize: `${token.fontSizeSM}px`,
+                fontWeight: 600,
+              }"
+              :title="deal.title"
+              @click.stop="onTitleClick"
+              @dblclick.stop
+            >
+              {{ deal.title }}
+            </a-typography-text>
+          </a-flex>
           <a-typography-text
             v-if="deal.description"
             type="secondary"
@@ -196,22 +241,44 @@ const cardStyle = computed(() => ({
             {{ deal.date }}
           </a-typography-text>
         </a-space>
-        <a-typography-text
-          v-if="showAmount"
-          strong
-          dir="ltr"
-          :style="{ margin: 0, whiteSpace: 'nowrap', flexShrink: 0 }"
-        >
-          {{ money.number }}
-          <a-typography-text type="secondary" :style="{ fontSize: `${token.fontSizeSM}px` }">
-            {{ money.unit }}
+        <a-space :size="4" align="center" :style="{ flexShrink: 0 }">
+          <a-typography-text
+            v-if="showAmount"
+            strong
+            dir="ltr"
+            :style="{ margin: 0, whiteSpace: 'nowrap' }"
+          >
+            {{ money.number }}
+            <a-typography-text type="secondary" :style="{ fontSize: `${token.fontSizeSM}px` }">
+              {{ money.unit }}
+            </a-typography-text>
           </a-typography-text>
-        </a-typography-text>
-        <a-tooltip v-if="priorityFlag" :title="`اولویت: ${priorityFlag.label}`">
-          <span :style="{ display: 'inline-flex', flexShrink: 0, lineHeight: 1 }">
-            <FlagFilled :style="{ color: priorityFlag.color, fontSize: '16px' }" />
+          <a-button
+            v-if="copy.quickView && !selectMode"
+            type="text"
+            :aria-label="previewing ? 'بستن پیش‌نمایش' : 'پیش‌نمایش فعالیت'"
+            :aria-expanded="previewing"
+            :style="{ color: token.colorTextSecondary }"
+            @click.stop="emit('open', deal.id)"
+          >
+            <template #icon><i class="chev" aria-hidden="true" :style="chevronStyle" /></template>
+          </a-button>
+          <a-tooltip v-else-if="priorityFlag" :title="`اولویت: ${priorityFlag.label}`">
+            <span :style="{ display: 'inline-flex', flexShrink: 0, lineHeight: 1 }">
+              <FlagFilled :style="{ color: priorityFlag.color, fontSize: '16px' }" />
+            </span>
+          </a-tooltip>
+          <span
+            v-if="copy.quickActivity && !selectMode"
+            @click.stop
+            @mousedown.stop
+          >
+            <DealQuickActivityPopover
+              :deal="deal"
+              @update:open="activityOpen = $event"
+            />
           </span>
-        </a-tooltip>
+        </a-space>
       </a-flex>
     </a-flex>
   </a-card>

apps/web/src/components/pipeline/DealQuickActivityPopover.vue

@@ -0,0 +1,376 @@
+<script setup lang="ts">
+import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue';
+import { useRouter } from 'vue-router';
+import {
+  Alert as AAlert,
+  Button as AButton,
+  Col as ACol,
+  Divider as ADivider,
+  Flex as AFlex,
+  FormItem as AFormItem,
+  Input as AInput,
+  Row as ARow,
+  Select as ASelect,
+  Space as ASpace,
+  Tooltip as ATooltip,
+  Typography,
+  message,
+  theme,
+} from 'ant-design-vue';
+import { CalendarOutlined, CloseOutlined, FormOutlined } from '@ant-design/icons-vue';
+import type { ActivityDto, ActivityType, CreateActivityRequest } from '@mento/shared';
+import { ACTIVITY_TYPE_LABELS } from '@mento/shared';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
+import { api } from '@/lib/api';
+import { formatLocalDateInput } from '@/lib/jalali';
+import type { PipelineDeal } from '@/lib/pipeline-board';
+
+const { Title: ATypographyTitle, Link: ATypographyLink } = Typography;
+
+const props = defineProps<{
+  deal: PipelineDeal;
+  disabled?: boolean;
+}>();
+
+const emit = defineEmits<{
+  'update:open': [open: boolean];
+}>();
+
+const router = useRouter();
+const { token } = theme.useToken();
+
+const open = ref(false);
+const rendered = ref(false);
+const placed = ref(false);
+const panelEl = ref<HTMLElement | null>(null);
+const frame = ref({ left: 12, top: 12, width: 360, maxHeight: 480, shift: 88 });
+let hideTimer = 0;
+let reveal = false;
+const VIEW_PAD = 16;
+
+const saving = ref(false);
+const error = ref('');
+const title = ref('');
+const type = ref<ActivityType>('task');
+const dueDate = ref('');
+const dueTime = ref('');
+
+const typeOptions = computed(() =>
+  (Object.entries(ACTIVITY_TYPE_LABELS) as Array<[ActivityType, string]>)
+    .filter(([value]) => value !== 'note')
+    .map(([value, label]) => ({ value, label })),
+);
+
+const fieldItemStyle = computed(() => ({
+  marginBottom: 0,
+  width: '100%',
+}));
+
+function resetForm() {
+  title.value = `پیگیری: ${props.deal.title}`;
+  type.value = 'task';
+  dueDate.value = formatLocalDateInput(new Date());
+  dueTime.value = '';
+  error.value = '';
+}
+
+function cardEl() {
+  return document.querySelector<HTMLElement>(
+    `.ant-card[data-card-id="${CSS.escape(props.deal.id)}"]`,
+  );
+}
+
+function columnScroller(el: HTMLElement) {
+  let node = el.parentElement;
+  while (node) {
+    const style = getComputedStyle(node);
+    const scrolls = style.overflowY === 'auto' || style.overflowY === 'scroll';
+    if (scrolls && node.scrollHeight > node.clientHeight + 2) return node;
+    node = node.parentElement;
+  }
+  return null;
+}
+
+function panelExtent() {
+  const content = panelEl.value?.scrollHeight ?? 0;
+  return content > 80 ? content : 360;
+}
+
+function liftColumn(el: HTMLElement, cardTop: number, height: number, vh: number) {
+  const overflow = cardTop + height - (vh - VIEW_PAD);
+  if (overflow <= 8) return;
+  const scroller = columnScroller(el);
+  if (!scroller) return;
+  const room = scroller.scrollHeight - scroller.clientHeight - scroller.scrollTop;
+  const delta = Math.min(overflow, Math.max(0, room));
+  if (delta <= 8) return;
+  const motion = window.matchMedia('(prefers-reduced-motion: reduce)').matches ? 'auto' : 'smooth';
+  scroller.scrollBy({ top: delta, behavior: motion });
+}
+
+function measure() {
+  const el = cardEl();
+  if (!el) return;
+  let rect = el.getBoundingClientRect();
+  if (rect.width < 8) return;
+  const vw = window.innerWidth;
+  const vh = window.innerHeight;
+  const width = Math.min(360, vw - 24);
+  const gap = 10;
+  const side: 'left' | 'right' = rect.left >= vw - rect.right ? 'left' : 'right';
+  let left = side === 'left' ? rect.left - gap - width : rect.right + gap;
+  left = Math.max(12, Math.min(left, vw - width - 12));
+  const height = Math.min(panelExtent(), Math.max(200, vh - VIEW_PAD * 2));
+  if (reveal) {
+    reveal = false;
+    liftColumn(el, rect.top, height, vh);
+    rect = el.getBoundingClientRect();
+  }
+  let top = rect.top;
+  const maxTop = vh - VIEW_PAD - height;
+  if (top > maxTop) top = Math.max(VIEW_PAD, maxTop);
+  if (top < VIEW_PAD) top = VIEW_PAD;
+  const maxHeight = Math.max(200, vh - VIEW_PAD - top);
+  const travel = Math.min(100, Math.round(width * 0.28));
+  frame.value = { left, top, width, maxHeight, shift: side === 'left' ? travel : -travel };
+}
+
+const panelStyle = computed(() => ({
+  position: 'fixed' as const,
+  zIndex: 1050,
+  top: `${frame.value.top}px`,
+  left: `${frame.value.left}px`,
+  width: `${frame.value.width}px`,
+  maxHeight: `${frame.value.maxHeight}px`,
+  overflow: 'auto' as const,
+  boxSizing: 'border-box' as const,
+  padding: `${token.value.padding}px`,
+  background: token.value.colorBgElevated,
+  color: token.value.colorText,
+  border: `1px solid ${token.value.colorBorderSecondary}`,
+  borderRadius: `${token.value.borderRadiusLG}px`,
+  boxShadow: token.value.boxShadowSecondary,
+  transform: placed.value ? 'translate3d(0, 0, 0)' : `translate3d(${frame.value.shift}px, 0, 0)`,
+  opacity: placed.value ? 1 : 0,
+  transition: 'transform 220ms cubic-bezier(.2, .8, .2, 1), opacity 180ms ease',
+  pointerEvents: placed.value ? ('auto' as const) : ('none' as const),
+}));
+
+function setOpen(next: boolean) {
+  if (open.value === next) return;
+  open.value = next;
+  emit('update:open', next);
+}
+
+function toggleOpen() {
+  if (props.disabled) return;
+  setOpen(!open.value);
+}
+
+function close() {
+  setOpen(false);
+}
+
+function onViewport() {
+  if (open.value) measure();
+}
+
+function onPointerDown(event: PointerEvent) {
+  if (!open.value || !placed.value) return;
+  const target = event.target;
+  if (!(target instanceof Node)) return;
+  if (panelEl.value?.contains(target)) return;
+  if (
+    target instanceof Element &&
+    target.closest('.ant-select-dropdown, #jalali-picker, .layer')
+  ) {
+    return;
+  }
+  const card = cardEl();
+  if (card?.contains(target)) return;
+  close();
+}
+
+function onKey(event: KeyboardEvent) {
+  if (event.key === 'Escape' && open.value) close();
+}
+
+watch(open, async (isOpen) => {
+  if (!isOpen) {
+    placed.value = false;
+    window.clearTimeout(hideTimer);
+    hideTimer = window.setTimeout(() => {
+      if (!open.value) rendered.value = false;
+    }, 230);
+    return;
+  }
+  window.clearTimeout(hideTimer);
+  resetForm();
+  rendered.value = true;
+  reveal = true;
+  measure();
+  await nextTick();
+  measure();
+  requestAnimationFrame(() => {
+    requestAnimationFrame(() => {
+      if (open.value) {
+        placed.value = true;
+        void nextTick().then(() => measure());
+      }
+    });
+  });
+});
+
+onMounted(() => {
+  window.addEventListener('resize', onViewport);
+  window.addEventListener('scroll', onViewport, true);
+  document.addEventListener('pointerdown', onPointerDown, true);
+  document.addEventListener('keydown', onKey);
+});
+
+onBeforeUnmount(() => {
+  window.removeEventListener('resize', onViewport);
+  window.removeEventListener('scroll', onViewport, true);
+  document.removeEventListener('pointerdown', onPointerDown, true);
+  document.removeEventListener('keydown', onKey);
+  window.clearTimeout(hideTimer);
+});
+
+function dueAtIso(): string | null {
+  if (!dueDate.value) return null;
+  const time = dueTime.value.trim() || '10:30';
+  const due = new Date(`${dueDate.value}T${time}:00`);
+  return Number.isNaN(due.getTime()) ? null : due.toISOString();
+}
+
+function fullFormQuery() {
+  const query: Record<string, string> = { dealId: props.deal.id };
+  if (props.deal.personId) query.personId = props.deal.personId;
+  if (props.deal.companyId) query.companyId = props.deal.companyId;
+  if (title.value.trim()) query.title = title.value.trim();
+  if (type.value) query.type = type.value;
+  if (dueAtIso()) query.dueAt = dueAtIso()!;
+  return query;
+}
+
+function goFullForm() {
+  close();
+  void router.push({ name: 'activity-new', query: fullFormQuery() });
+}
+
+async function submit() {
+  error.value = '';
+  if (title.value.trim().length < 2) {
+    error.value = 'عنوان فعالیت را بنویسید.';
+    return;
+  }
+  const dueAt = dueAtIso();
+  if (!dueDate.value || !dueAt) {
+    error.value = 'تاریخ فعالیت را مشخص کنید.';
+    return;
+  }
+  const body: CreateActivityRequest = {
+    title: title.value.trim(),
+    type: type.value,
+    dueAt,
+    dealId: props.deal.id,
+    personId: props.deal.personId || null,
+    companyId: props.deal.companyId || null,
+    assigneeId: props.deal.ownerId || null,
+  };
+  saving.value = true;
+  try {
+    await api.post<ActivityDto>('/activities', body);
+    message.success('فعالیت ثبت شد');
+    close();
+  } catch {
+    error.value = 'ثبت فعالیت ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+</script>
+
+<template>
+  <a-tooltip title="افزودن فعالیت">
+    <a-button
+      type="text"
+      :disabled="disabled"
+      aria-label="افزودن فعالیت سریع"
+      :aria-expanded="open"
+      :style="{
+        color: open ? token.colorPrimary : token.colorTextSecondary,
+        width: '28px',
+        minWidth: '28px',
+        height: '28px',
+        padding: 0,
+      }"
+      @click.stop="toggleOpen"
+      @mousedown.stop
+      @dragstart.stop.prevent
+    >
+      <template #icon><CalendarOutlined /></template>
+    </a-button>
+  </a-tooltip>
+
+  <Teleport to="body">
+    <div
+      v-if="rendered"
+      ref="panelEl"
+      role="dialog"
+      dir="rtl"
+      :aria-label="`ایجاد فعالیت سریع برای ${deal.title}`"
+      :style="panelStyle"
+    >
+      <a-flex justify="space-between" align="center" :style="{ marginBottom: `${token.marginSM}px` }">
+        <a-typography-title :level="5" :style="{ margin: 0 }">ایجاد فعالیت سریع</a-typography-title>
+        <a-button type="text" aria-label="بستن" @click="close">
+          <template #icon><CloseOutlined /></template>
+        </a-button>
+      </a-flex>
+
+      <a-flex vertical :gap="token.marginSM">
+        <a-alert v-if="error" type="error" show-icon :message="error" />
+
+        <a-form-item label="عنوان" :style="fieldItemStyle">
+          <a-input v-model:value="title" placeholder="عنوان فعالیت" allow-clear />
+        </a-form-item>
+
+        <a-form-item label="نوع" :style="fieldItemStyle">
+          <a-select v-model:value="type" :options="typeOptions" style="width: 100%" />
+        </a-form-item>
+
+        <a-row :gutter="[12, 12]" align="top">
+          <a-col :span="12">
+            <a-form-item label="تاریخ" :style="fieldItemStyle">
+              <JalaliDateInput v-model="dueDate" placeholder="تاریخ" style="width: 100%" />
+            </a-form-item>
+          </a-col>
+          <a-col :span="12">
+            <a-form-item label="ساعت" :style="fieldItemStyle">
+              <JalaliDateInput
+                v-model="dueTime"
+                mode="time"
+                placeholder="اختیاری"
+                style="width: 100%"
+              />
+            </a-form-item>
+          </a-col>
+        </a-row>
+
+        <a-divider :style="{ margin: `${token.marginXS}px 0` }" />
+
+        <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+          <a-typography-link @click="goFullForm">
+            <FormOutlined />
+            فرم کامل
+          </a-typography-link>
+          <a-space :size="8">
+            <a-button :disabled="saving" @click="close">انصراف</a-button>
+            <a-button type="primary" :loading="saving" @click="submit">ذخیره</a-button>
+          </a-space>
+        </a-flex>
+      </a-flex>
+    </div>
+  </Teleport>
+</template>

apps/web/src/components/pipeline/PipelineBoard.vue

@@ -21,8 +21,10 @@ withDefaults(
     copy?: PipelineUiCopy;
     selectMode?: boolean;
     selectedIds?: Set<string>;
+    peekId?: string | null;
+    previewId?: string | null;
   }>(),
-  { copy: () => DEAL_BOARD_COPY, selectedIds: () => new Set() },
+  { copy: () => DEAL_BOARD_COPY, selectedIds: () => new Set(), peekId: null, previewId: null },
 );
 
 const emit = defineEmits<{
@@ -32,6 +34,7 @@ const emit = defineEmits<{
   drop: [stageId: string, event: DragEvent, index?: number];
   addDeal: [stageId: string];
   openDeal: [dealId: string];
+  detailDeal: [dealId: string];
   menuDeal: [dealId: string];
   toggleSelect: [dealId: string];
   bulkDelete: [];
@@ -109,6 +112,8 @@ function submitAdd() {
         :copy="copy"
         :select-mode="selectMode"
         :selected-ids="selectedIds"
+        :peek-id="peekId"
+        :preview-id="previewId"
         :is-first="index === 0"
         :is-last="index === stages.length - 1"
         @drag-start="(d, e) => emit('dragStart', d, e)"
@@ -117,6 +122,7 @@ function submitAdd() {
         @drop="(id, e, index) => emit('drop', id, e, index)"
         @add-deal="emit('addDeal', $event)"
         @open-deal="emit('openDeal', $event)"
+        @detail-deal="emit('detailDeal', $event)"
         @menu-deal="emit('menuDeal', $event)"
         @toggle-select="emit('toggleSelect', $event)"
         @bulk-delete="emit('bulkDelete')"

apps/web/src/components/pipeline/PipelineColumn.vue

@@ -13,7 +13,7 @@ import {
 import AddDealButton from './AddDealButton.vue';
 import DealCard from './DealCard.vue';
 import type { PipelineDeal, PipelineStage, PipelineUiCopy } from '@/lib/pipeline-board';
-import { DEAL_BOARD_COPY, PIPELINE_ACCENT, pointerDropIndex } from '@/lib/pipeline-board';
+import { DEAL_BOARD_COPY, PIPELINE_ACCENT, dragScrollColumn, pointerDropIndex, stopDragScroll } from '@/lib/pipeline-board';
 
 const props = withDefaults(
   defineProps<{
@@ -26,8 +26,10 @@ const props = withDefaults(
     copy?: PipelineUiCopy;
     selectMode?: boolean;
     selectedIds?: Set<string>;
+    peekId?: string | null;
+    previewId?: string | null;
   }>(),
-  { copy: () => DEAL_BOARD_COPY, selectedIds: () => new Set() },
+  { copy: () => DEAL_BOARD_COPY, selectedIds: () => new Set(), peekId: null, previewId: null },
 );
 
 const emit = defineEmits<{
@@ -37,6 +39,7 @@ const emit = defineEmits<{
   drop: [stageId: string, event: DragEvent, index?: number];
   addDeal: [stageId: string];
   openDeal: [dealId: string];
+  detailDeal: [dealId: string];
   menuDeal: [dealId: string];
   toggleSelect: [dealId: string];
   bulkDelete: [];
@@ -51,6 +54,8 @@ const emit = defineEmits<{
 const { Text: ATypographyText } = Typography;
 const { token } = theme.useToken();
 
+const bodyEl = ref<HTMLElement | null>(null);
+const insertAt = ref<number | null>(null);
 const renaming = ref(false);
 const draft = ref('');
 const titleInput = ref<{ focus: () => void; select?: () => void } | null>(null);
@@ -106,16 +111,49 @@ const bodyStyle = computed(() => ({
   margin: 0,
 }));
 
-function onCardDragOver(stageId: string, event: DragEvent) {
+function trackDrag(event: DragEvent, index: number | null) {
   event.preventDefault();
+  dragScrollColumn(bodyEl.value, event.clientY);
+  if (index != null) insertAt.value = index;
+}
+
+function clearDragUi() {
+  insertAt.value = null;
+  stopDragScroll();
+}
+
+function onCardDragOver(stageId: string, index: number, event: DragEvent) {
   event.stopPropagation();
+  trackDrag(event, pointerDropIndex(index, event));
   emit('dragOver', stageId, event);
 }
 
+function onColumnDrop(event: DragEvent) {
+  const at = insertAt.value ?? undefined;
+  clearDragUi();
+  emit('drop', props.stage.id, event, at);
+}
+
 function onCardDrop(stageId: string, index: number, event: DragEvent) {
   event.preventDefault();
   event.stopPropagation();
-  emit('drop', stageId, event, pointerDropIndex(index, event));
+  const at = insertAt.value ?? pointerDropIndex(index, event);
+  clearDragUi();
+  emit('drop', stageId, event, at);
+}
+
+function slotStyle(active: boolean, collapseGap = false) {
+  return {
+    height: active ? '36px' : '0px',
+    marginTop: !active && collapseGap ? '-12px' : '0',
+    borderRadius: `${token.value.borderRadius}px`,
+    background: active ? token.value.colorPrimaryBg : 'transparent',
+    outline: active ? `1px dashed ${token.value.colorPrimary}` : 'none',
+    outlineOffset: '-1px',
+    transition: 'height 180ms ease, margin-top 180ms ease, background 180ms ease',
+    overflow: 'hidden',
+    flexShrink: 0,
+  };
 }
 
 function startRename() {
@@ -174,8 +212,8 @@ function onMenuClick({ key }: { key: string | number }) {
 <template>
   <section
     :style="columnStyle"
-    @dragover.prevent="emit('dragOver', stage.id, $event)"
-    @drop.prevent="emit('drop', stage.id, $event)"
+    @dragover.prevent="trackDrag($event, null); emit('dragOver', stage.id, $event)"
+    @drop.prevent="onColumnDrop"
   >
     <div :style="headStyle">
       <span
@@ -260,13 +298,18 @@ function onMenuClick({ key }: { key: string | number }) {
       </a-dropdown>
     </div>
 
-    <div role="list" :aria-label="stage.title" :style="bodyStyle">
+    <div ref="bodyEl" role="list" :aria-label="stage.title" :style="bodyStyle">
       <div
         v-for="(deal, index) in stage.deals"
         :key="deal.id"
-        @dragover="onCardDragOver(stage.id, $event)"
+        @dragover="onCardDragOver(stage.id, index, $event)"
         @drop="onCardDrop(stage.id, index, $event)"
       >
+        <div
+          :style="slotStyle(dropActive && insertAt === index)"
+          @dragover.stop.prevent="trackDrag($event, index); emit('dragOver', stage.id, $event)"
+          @drop.stop.prevent="clearDragUi(); emit('drop', stage.id, $event, index)"
+        />
         <DealCard
           :deal="deal"
           :accent="stage.color"
@@ -274,14 +317,22 @@ function onMenuClick({ key }: { key: string | number }) {
           :copy="copy"
           :select-mode="selectMode"
           :selected="selectedIds.has(deal.id)"
+          :peeking="peekId === deal.id"
+          :previewing="previewId === deal.id"
           @drag-start="(d, e) => emit('dragStart', d, e)"
-          @drag-end="emit('dragEnd')"
+          @drag-end="clearDragUi(); emit('dragEnd')"
           @open="emit('openDeal', $event)"
+          @detail="emit('detailDeal', $event)"
           @menu="emit('menuDeal', $event)"
           @toggle-select="emit('toggleSelect', $event)"
           @bulk-delete="emit('bulkDelete')"
         />
       </div>
+      <div
+        :style="slotStyle(dropActive && insertAt === stage.deals.length, true)"
+        @dragover.stop.prevent="trackDrag($event, stage.deals.length); emit('dragOver', stage.id, $event)"
+        @drop.stop.prevent="clearDragUi(); emit('drop', stage.id, $event, stage.deals.length)"
+      />
       <a-typography-text
         v-if="!stage.deals.length"
         type="secondary"

apps/web/src/components/treasury/TreasuryNav.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed } from 'vue';
+import { computed, nextTick, ref, watch } from 'vue';
 import { useRoute, useRouter } from 'vue-router';
 import { Segmented as ASegmented } from 'ant-design-vue';
 import { treasurySectionAllowed, type TreasurySectionKey } from '@mento/shared';
@@ -8,6 +8,7 @@ import { useAuthStore } from '@/stores/auth';
 const route = useRoute();
 const router = useRouter();
 const auth = useAuthStore();
+const scroller = ref<HTMLElement | null>(null);
 
 const links = computed(() => {
   const role = auth.user?.role;
@@ -22,7 +23,7 @@ const links = computed(() => {
     { value: '/finance/recurring', label: 'تکرارشونده', section: 'treasury_recurring' },
     { value: '/finance/reports', label: 'گزارش', section: 'treasury_reports' },
     { value: '/finance/audit', label: 'سوابق', section: 'treasury_audit' },
-    { value: '/finance/categories', label: 'دسته‌بندی‌ها', section: 'treasury_categories' },
+    { value: '/finance/categories', label: 'دسته‌بندی', section: 'treasury_categories' },
   ];
   return all.filter((link) => treasurySectionAllowed(role, permissions, link.section));
 });
@@ -41,6 +42,17 @@ const active = computed(() => {
   return '/finance';
 });
 
+watch(
+  active,
+  async () => {
+    await nextTick();
+    scroller.value
+      ?.querySelector('.ant-segmented-item-selected')
+      ?.scrollIntoView({ inline: 'center', block: 'nearest' });
+  },
+  { immediate: true },
+);
+
 function onChange(value: string | number) {
   const next = String(value);
   if (next && next !== route.path) void router.push(next);
@@ -49,6 +61,7 @@ function onChange(value: string | number) {
 
 <template>
   <div
+    ref="scroller"
     :style="{
       width: '100%',
       overflowX: 'auto',

apps/web/src/components/treasury/TreasuryPartyBalanceTable.vue

@@ -0,0 +1,95 @@
+<script setup lang="ts">
+import { computed } from 'vue';
+import {
+  Flex as AFlex,
+  List as AList,
+  Table as ATable,
+  Typography,
+} from 'ant-design-vue';
+import type { TreasuryPartyBalanceDto } from '@mento/shared';
+import { toman } from '@/views/treasury/treasury-format';
+import { useTreasuryMobile } from '@/views/treasury/useTreasuryMobile';
+
+const props = defineProps<{
+  rows: TreasuryPartyBalanceDto[];
+  settledLabel: string;
+}>();
+
+const isMobile = useTreasuryMobile();
+const { Text: ATypographyText } = Typography;
+const AListItem = AList.Item;
+
+const kindLabel: Record<string, string> = {
+  person: 'مشتری',
+  company: 'شرکت',
+  user: 'کاربر',
+};
+
+const columns = computed(() => [
+  { title: 'طرف حساب', dataIndex: 'partyName', key: 'partyName' },
+  {
+    title: 'نوع',
+    key: 'partyKind',
+    customRender: ({ record }: { record: TreasuryPartyBalanceDto }) =>
+      (record.partyKind && kindLabel[record.partyKind]) || 'ثبت قبلی',
+  },
+  {
+    title: 'مبلغ کل',
+    key: 'amount',
+    customRender: ({ record }: { record: TreasuryPartyBalanceDto }) => toman(record.amount),
+  },
+  {
+    title: props.settledLabel,
+    key: 'settledAmount',
+    customRender: ({ record }: { record: TreasuryPartyBalanceDto }) => toman(record.settledAmount),
+  },
+  {
+    title: 'مانده',
+    key: 'remaining',
+    customRender: ({ record }: { record: TreasuryPartyBalanceDto }) => toman(record.remaining),
+  },
+]);
+
+function kindOf(record: TreasuryPartyBalanceDto) {
+  return (record.partyKind && kindLabel[record.partyKind]) || 'ثبت قبلی';
+}
+</script>
+
+<template>
+  <a-list
+    v-if="isMobile"
+    :data-source="rows"
+    :locale="{ emptyText: 'مانده‌ای نیست.' }"
+  >
+    <template #renderItem="{ item }">
+      <a-list-item>
+        <a-flex vertical :gap="4" style="width: 100%">
+          <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+            <a-typography-text strong>{{ item.partyName }}</a-typography-text>
+            <a-typography-text type="secondary">{{ kindOf(item) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">مبلغ کل</a-typography-text>
+            <a-typography-text>{{ toman(item.amount) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">{{ settledLabel }}</a-typography-text>
+            <a-typography-text>{{ toman(item.settledAmount) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">مانده</a-typography-text>
+            <a-typography-text strong>{{ toman(item.remaining) }}</a-typography-text>
+          </a-flex>
+        </a-flex>
+      </a-list-item>
+    </template>
+  </a-list>
+  <a-table
+    v-else
+    :columns="columns"
+    :data-source="rows"
+    :pagination="false"
+    row-key="key"
+    :locale="{ emptyText: 'مانده‌ای نیست.' }"
+  />
+</template>

apps/web/src/components/treasury/TreasuryPartySelect.vue

@@ -0,0 +1,230 @@
+<script setup lang="ts">
+import { computed, defineComponent, onMounted, ref } from 'vue';
+import axios from 'axios';
+import {
+  Button as AButton,
+  Flex as AFlex,
+  Select as ASelect,
+  Typography,
+  message,
+} from 'ant-design-vue';
+import type { CompanyDto, FinancialPartyKind, PersonDto, TreasuryPartySearchDto } from '@mento/shared';
+import { UiModal } from '@/components/ui';
+import { api } from '@/lib/api';
+import CompanyFormView from '@/views/CompanyFormView.vue';
+import PersonFormView from '@/views/PersonFormView.vue';
+
+const VNodes = defineComponent({
+  props: { vnodes: { type: Object, required: true } },
+  render() {
+    return this.vnodes;
+  },
+});
+
+const ASelectOption = ASelect.Option;
+const ASelectOptGroup = ASelect.OptGroup;
+const { Text: ATypographyText } = Typography;
+
+withDefaults(
+  defineProps<{ allowOther?: boolean; placeholder?: string }>(),
+  { allowOther: true, placeholder: 'مشتری، شرکت، کاربر یا سایر' },
+);
+
+const kind = defineModel<FinancialPartyKind | undefined>('kind');
+const partyId = defineModel<string | undefined>('partyId');
+
+type Choice = { id: string; name: string };
+
+const people = ref<Choice[]>([]);
+const companies = ref<Choice[]>([]);
+const users = ref<Choice[]>([]);
+const labels = ref<Record<string, string>>({});
+const loading = ref(false);
+const selectOpen = ref(false);
+const personOpen = ref(false);
+const companyOpen = ref(false);
+
+const selectValue = computed(() => {
+  if (kind.value === 'other') return 'other';
+  if (kind.value && partyId.value) return `${kind.value}:${partyId.value}`;
+  return undefined;
+});
+
+function withCurrent(list: Choice[], group: 'person' | 'company' | 'user') {
+  if (kind.value !== group || !partyId.value) return list;
+  if (list.some((row) => row.id === partyId.value)) return list;
+  const name = labels.value[`${group}:${partyId.value}`] || 'انتخاب‌شده';
+  return [{ id: partyId.value, name }, ...list];
+}
+
+const peopleOptions = computed(() => withCurrent(people.value, 'person'));
+const companyOptions = computed(() => withCurrent(companies.value, 'company'));
+const userOptions = computed(() => withCurrent(users.value, 'user'));
+
+function apiMessage(e: unknown) {
+  if (!axios.isAxiosError(e)) return 'ثبت ناموفق بود.';
+  const msg = (e.response?.data as { message?: string | string[] })?.message;
+  return Array.isArray(msg) ? msg.join('، ') : msg || 'ثبت ناموفق بود.';
+}
+
+let timer = 0;
+function onSearch(value: string) {
+  window.clearTimeout(timer);
+  timer = window.setTimeout(() => {
+    void load(value);
+  }, 250);
+}
+
+async function load(q = '') {
+  loading.value = true;
+  try {
+    const { data } = await api.get<TreasuryPartySearchDto>('/treasury/parties', {
+      params: { q: q.trim() || undefined },
+    });
+    people.value = data.people;
+    companies.value = data.companies;
+    users.value = data.users;
+    for (const row of data.people) labels.value[`person:${row.id}`] = row.name;
+    for (const row of data.companies) labels.value[`company:${row.id}`] = row.name;
+    for (const row of data.users) labels.value[`user:${row.id}`] = row.name;
+  } catch (e) {
+    if (!(axios.isAxiosError(e) && e.response?.status === 404)) message.error(apiMessage(e));
+  } finally {
+    loading.value = false;
+  }
+}
+
+function onChange(value: unknown) {
+  if (typeof value !== 'string' || !value) {
+    kind.value = undefined;
+    partyId.value = undefined;
+    return;
+  }
+  if (value === 'other') {
+    kind.value = 'other';
+    partyId.value = undefined;
+    return;
+  }
+  const splitAt = value.indexOf(':');
+  const nextKind = value.slice(0, splitAt) as FinancialPartyKind;
+  const id = value.slice(splitAt + 1);
+  if (nextKind !== 'person' && nextKind !== 'company' && nextKind !== 'user') return;
+  kind.value = nextKind;
+  partyId.value = id;
+}
+
+function onDropdown(open: boolean) {
+  selectOpen.value = open;
+}
+
+function openPersonForm() {
+  selectOpen.value = false;
+  personOpen.value = true;
+}
+
+function openCompanyForm() {
+  selectOpen.value = false;
+  companyOpen.value = true;
+}
+
+function onPersonCreated(person?: PersonDto) {
+  personOpen.value = false;
+  if (!person?.id) return;
+  const name = person.fullName?.trim() || `${person.firstName} ${person.lastName}`.trim();
+  people.value = [{ id: person.id, name }, ...people.value.filter((row) => row.id !== person.id)];
+  labels.value[`person:${person.id}`] = name;
+  kind.value = 'person';
+  partyId.value = person.id;
+}
+
+function onCompanyCreated(company?: CompanyDto) {
+  companyOpen.value = false;
+  if (!company?.id) return;
+  companies.value = [{ id: company.id, name: company.name }, ...companies.value.filter((row) => row.id !== company.id)];
+  labels.value[`company:${company.id}`] = company.name;
+  kind.value = 'company';
+  partyId.value = company.id;
+}
+
+onMounted(() => {
+  void load();
+});
+</script>
+
+<template>
+  <a-flex vertical :gap="4">
+    <a-select
+      :open="selectOpen"
+      show-search
+      @dropdownVisibleChange="onDropdown"
+      allow-clear
+      :filter-option="false"
+      :loading="loading"
+      :value="selectValue"
+      :placeholder="placeholder"
+      style="width: 100%"
+      @search="onSearch"
+      @change="onChange"
+    >
+      <a-select-option v-if="allowOther" value="other" label="سایر">سایر</a-select-option>
+      <a-select-opt-group v-if="peopleOptions.length" label="مشتریان">
+        <a-select-option
+          v-for="row in peopleOptions"
+          :key="`person:${row.id}`"
+          :value="`person:${row.id}`"
+          :label="row.name"
+        >
+          {{ row.name }}
+        </a-select-option>
+      </a-select-opt-group>
+      <a-select-opt-group v-if="companyOptions.length" label="شرکت‌ها">
+        <a-select-option
+          v-for="row in companyOptions"
+          :key="`company:${row.id}`"
+          :value="`company:${row.id}`"
+          :label="row.name"
+        >
+          {{ row.name }}
+        </a-select-option>
+      </a-select-opt-group>
+      <a-select-opt-group v-if="userOptions.length" label="کاربران">
+        <a-select-option
+          v-for="row in userOptions"
+          :key="`user:${row.id}`"
+          :value="`user:${row.id}`"
+          :label="row.name"
+        >
+          {{ row.name }}
+        </a-select-option>
+      </a-select-opt-group>
+      <template #dropdownRender="{ menuNode }">
+        <v-nodes :vnodes="menuNode" />
+        <a-flex @mousedown.prevent>
+          <a-button type="link" @click="openPersonForm">شخص جدید</a-button>
+          <a-button type="link" @click="openCompanyForm">شرکت جدید</a-button>
+        </a-flex>
+      </template>
+    </a-select>
+    <a-typography-text v-if="kind === 'other'" type="secondary">
+      برای سایر، مبلغ دریافت یا پرداخت با مبلغ کل یکی است و مانده نمی‌ماند.
+    </a-typography-text>
+  </a-flex>
+
+  <UiModal :open="personOpen" title="شخص جدید" @close="personOpen = false">
+    <PersonFormView
+      v-if="personOpen"
+      embedded
+      @saved="onPersonCreated"
+      @cancel="personOpen = false"
+    />
+  </UiModal>
+
+  <UiModal :open="companyOpen" title="شرکت جدید" @close="companyOpen = false">
+    <CompanyFormView
+      v-if="companyOpen"
+      embedded
+      @saved="onCompanyCreated"
+      @cancel="companyOpen = false"
+    />
+  </UiModal>
+</template>

apps/web/src/components/treasury/useSettleDefault.ts

@@ -0,0 +1,52 @@
+import { ref, watch, type Ref } from 'vue';
+
+/** مبلغ دریافت/پرداخت را با مبلغ کل یکی می‌کند تا کاربر خودش آن را عوض کند. */
+export function useSettleDefault(
+  form: Ref<{ amount: string; settleAmount: string; partyKind?: string }>,
+) {
+  const dirty = ref(false);
+  let mirroring = false;
+
+  function locked() {
+    return form.value.partyKind === 'other';
+  }
+
+  function copy() {
+    mirroring = true;
+    form.value.settleAmount = form.value.amount;
+    mirroring = false;
+  }
+
+  watch(
+    () => form.value.amount,
+    () => {
+      if (locked() || !dirty.value) copy();
+    },
+    { flush: 'sync' },
+  );
+
+  watch(
+    () => form.value.settleAmount,
+    () => {
+      if (!mirroring && !locked()) dirty.value = true;
+    },
+    { flush: 'sync' },
+  );
+
+  watch(
+    () => form.value.partyKind,
+    (kind) => {
+      if (kind === 'other') {
+        dirty.value = false;
+        copy();
+      }
+    },
+    { flush: 'sync' },
+  );
+
+  return {
+    reset() {
+      dirty.value = false;
+    },
+  };
+}

apps/web/src/layouts/AppLayout.vue

@@ -21,6 +21,7 @@ import type {
 import { canManageSettings, canViewAllRecords } from '@/lib/roles';
 import {
   canOpenPath,
+  firstAllowedFinancePath,
   hasSectionPermission,
   sectionPermissionForPath,
 } from '@/lib/section-permissions';
@@ -204,12 +205,11 @@ function cardAllowedForNav(card: {
 }) {
   if (card.ownerOnly && auth.user?.role !== 'owner') return false;
   const perms = auth.user?.permissions ?? [];
-  const canTreasury = auth.user?.role === 'owner'
-    || auth.user?.role === 'admin'
-    || perms.includes('treasury')
-    || perms.some((key) => key.startsWith('treasury_'));
   if (card.to?.startsWith('/finance')) {
-    return moduleAllowed(card.module ?? 'treasury') && canTreasury;
+    return (
+      moduleAllowed(card.module ?? 'treasury')
+      && Boolean(firstAllowedFinancePath(auth.user?.role, perms))
+    );
   }
   const section = card.to ? sectionPermissionForPath(card.to) : null;
   const hasSection = section
@@ -246,7 +246,13 @@ const openHub = computed<NavHubDef | null>(() => {
   if (!openHubKey.value) return null;
   const hub = NAV_HUBS.find((item) => item.key === openHubKey.value);
   if (!hub) return null;
-  const cards = hub.cards.filter((card) => cardAllowedForNav(card));
+  const financeTo = firstAllowedFinancePath(auth.user?.role, auth.user?.permissions);
+  const cards = hub.cards
+    .filter((card) => cardAllowedForNav(card))
+    .map((card) => {
+      if (!financeTo || !card.to.startsWith('/finance') || card.to === financeTo) return card;
+      return { ...card, to: financeTo };
+    });
   if (
     hub.key === 'customers' &&
     isMobileNav.value &&

apps/web/src/lib/activity-access.ts

@@ -0,0 +1,23 @@
+import type { ActivityDto, ActivityEditPolicy } from '@mento/shared';
+
+type ActivityAccessUser = {
+  id?: string | null;
+  role?: string | null;
+} | null | undefined;
+
+/** ویرایش/حذف فیلدهای فعالیت — انجام/جابه‌جایی ستون جداست */
+export function canMutateActivity(
+  activity: Pick<
+    ActivityDto,
+    'editPolicy' | 'createdBy' | 'assignee' | 'assignees'
+  > | null | undefined,
+  user: ActivityAccessUser,
+): boolean {
+  if (!activity || !user?.id) return false;
+  if (user.role === 'owner' || user.role === 'admin') return true;
+  if (activity.createdBy?.id === user.id) return true;
+  const policy: ActivityEditPolicy = activity.editPolicy ?? 'creator';
+  if (policy !== 'assignees') return false;
+  if (activity.assignee?.id === user.id) return true;
+  return (activity.assignees ?? []).some((a) => a.id === user.id);
+}

apps/web/src/lib/activity-thread.ts

@@ -0,0 +1,161 @@
+import { jalaliToDate } from '@/lib/jalali';
+
+export type ActivityThreadEntry = {
+  at: Date | null;
+  dateLabel: string;
+  timeLabel: string;
+  author: string;
+  body: string;
+  /** شناسهٔ فایل‌های چسبیده به این یادداشت (عکس/صوت/فایل) */
+  attachmentIds?: string[];
+};
+
+const STAMP = /^\[(.+?) ساعت (\S+?)(?: — (.+))?\]$/;
+const ATTACHMENTS = /^\[\[attachments:([^\]]+)\]\]$/i;
+const COMMENT_MEDIA_WINDOW_MS = 3 * 60 * 1000;
+
+/** یادداشت فعالیت را به نظرهای جدا با مهر تاریخ/ساعت/نویسنده تبدیل می‌کند. */
+export function parseActivityThread(raw: string | null | undefined): ActivityThreadEntry[] | null {
+  const text = (raw ?? '').replace(/\r\n/g, '\n').trim();
+  if (!text) return null;
+
+  const entries: ActivityThreadEntry[] = [];
+  const preamble: string[] = [];
+  let current: ActivityThreadEntry | null = null;
+  let sawStamp = false;
+
+  for (const line of text.split('\n')) {
+    const trimmed = line.trim();
+    const stamp = trimmed.match(STAMP);
+    if (stamp) {
+      sawStamp = true;
+      if (current) entries.push(trimEntry(current));
+      current = {
+        at: stampToDate(stamp[1] ?? '', stamp[2] ?? ''),
+        dateLabel: (stamp[1] ?? '').trim(),
+        timeLabel: (stamp[2] ?? '').trim(),
+        author: (stamp[3] ?? '').trim(),
+        body: '',
+        attachmentIds: [],
+      };
+      continue;
+    }
+    const attach = trimmed.match(ATTACHMENTS);
+    if (attach && current) {
+      current.attachmentIds = attach[1]!
+        .split(',')
+        .map((id) => id.trim())
+        .filter(Boolean);
+      continue;
+    }
+    if (current) current.body += `${current.body ? '\n' : ''}${line}`;
+    else preamble.push(line);
+  }
+  if (current) entries.push(trimEntry(current));
+  if (!sawStamp) return null;
+
+  const head = preamble.join('\n').trim();
+  if (head) {
+    entries.unshift({
+      at: null,
+      dateLabel: '',
+      timeLabel: '',
+      author: '',
+      body: head,
+      attachmentIds: [],
+    });
+  }
+  return entries;
+}
+
+/** برگرداندن متن ذخیره‌شونده از نظرهای جدا. */
+export function serializeActivityThread(entries: ActivityThreadEntry[]): string {
+  return entries
+    .map((entry) => {
+      const ids = (entry.attachmentIds ?? []).filter(Boolean);
+      const attachLine = ids.length ? `\n[[attachments:${ids.join(',')}]]` : '';
+      if (!entry.dateLabel) return `${entry.body}${attachLine}`.trim();
+      const stamp = `[${entry.dateLabel} ساعت ${entry.timeLabel}${entry.author ? ` — ${entry.author}` : ''}]`;
+      return entry.body ? `${stamp}\n${entry.body}${attachLine}` : `${stamp}${attachLine}`;
+    })
+    .filter((chunk) => chunk.trim())
+    .join('\n\n');
+}
+
+/** فایل‌ها را به یادداشت‌ها می‌چسباند: اول با شناسهٔ صریح، بعد با نزدیکی زمان. */
+export function bindThreadMedia<T extends { id: string; createdAt: string }>(
+  entries: ActivityThreadEntry[],
+  images: T[],
+  windowMs = COMMENT_MEDIA_WINDOW_MS,
+): { blocks: Array<ActivityThreadEntry & { media: T[] }>; loose: T[] } {
+  const blocks = entries.map((entry) => ({ ...entry, media: [] as T[] }));
+  const byId = new Map(images.map((image) => [image.id, image]));
+  const used = new Set<string>();
+
+  blocks.forEach((block) => {
+    for (const id of block.attachmentIds ?? []) {
+      const image = byId.get(id);
+      if (!image || used.has(id)) continue;
+      block.media.push(image);
+      used.add(id);
+    }
+  });
+
+  for (const image of images) {
+    if (used.has(image.id)) continue;
+    const at = new Date(image.createdAt).getTime();
+    if (Number.isNaN(at)) continue;
+    let best = -1;
+    let bestDelta = Number.POSITIVE_INFINITY;
+    blocks.forEach((block, index) => {
+      if (!block.at) return;
+      const delta = block.at.getTime() - at;
+      if (delta >= -60_000 && delta < bestDelta) {
+        best = index;
+        bestDelta = delta;
+      }
+    });
+    if (best >= 0 && bestDelta <= windowMs) {
+      blocks[best]!.media.push(image);
+      used.add(image.id);
+    }
+  }
+
+  const firstStamp = blocks.find((block) => block.at)?.at?.getTime() ?? Number.POSITIVE_INFINITY;
+  const preamble = blocks.find((block) => !block.at);
+  const loose: T[] = [];
+  for (const image of images) {
+    if (used.has(image.id)) continue;
+    const at = new Date(image.createdAt).getTime();
+    if (preamble && !Number.isNaN(at) && at < firstStamp) preamble.media.push(image);
+    else loose.push(image);
+  }
+  return { blocks, loose };
+}
+
+function trimEntry(entry: ActivityThreadEntry): ActivityThreadEntry {
+  return {
+    ...entry,
+    body: entry.body.trim(),
+    attachmentIds: [...new Set((entry.attachmentIds ?? []).filter(Boolean))],
+  };
+}
+
+function latinDigits(value: string): string {
+  const fa = '۰۱۲۳۴۵۶۷۸۹';
+  const ar = '٠١٢٣٤٥٦٧٨٩';
+  return value.replace(/[۰-۹٠-٩]/g, (ch) => {
+    const faIndex = fa.indexOf(ch);
+    return String(faIndex >= 0 ? faIndex : ar.indexOf(ch));
+  });
+}
+
+function stampToDate(dateLabel: string, timeLabel: string): Date | null {
+  const date = latinDigits(dateLabel).match(/(\d{4})\/(\d{1,2})\/(\d{1,2})/);
+  if (!date) return null;
+  const at = jalaliToDate(Number(date[1]), Number(date[2]), Number(date[3]));
+  if (Number.isNaN(at.getTime())) return null;
+  const time = latinDigits(timeLabel).match(/(\d{1,2}):(\d{2})/);
+  if (time) at.setHours(Number(time[1]), Number(time[2]), 0, 0);
+  return at;
+}

apps/web/src/lib/pipeline-board.ts

@@ -20,6 +20,8 @@ export type PipelineDeal = {
   assigneeNames?: string[];
   ownerId?: string | null;
   assigneeIds?: string[];
+  personId?: string | null;
+  companyId?: string | null;
   /** متن‌های قابل جستجو (مشتری، شرکت، یادداشت، مسئولان …) */
   searchFields?: Array<string | null | undefined>;
   /** اولویت فعالیت؛ فقط روی کارت فعالیت نشان داده می‌شود */
@@ -34,6 +36,10 @@ export type PipelineUiCopy = {
   itemMenuAria: string;
   listColTitle: string;
   hideAmount?: boolean;
+  /** کارت فعالیت: پرچم کنار عنوان و پنجرهٔ خلاصه به‌جای ورود مستقیم به جزئیات */
+  quickView?: boolean;
+  /** گوشه کارت: ایجاد سریع فعالیت برای معامله */
+  quickActivity?: boolean;
 };
 
 export const DEAL_BOARD_COPY: PipelineUiCopy = {
@@ -43,6 +49,7 @@ export const DEAL_BOARD_COPY: PipelineUiCopy = {
   addItemAria: 'افزودن معامله به این مرحله',
   itemMenuAria: 'گزینه‌های معامله',
   listColTitle: 'معامله',
+  quickActivity: true,
 };
 
 export const PROJECT_BOARD_COPY: PipelineUiCopy = {
@@ -63,6 +70,7 @@ export const ACTIVITY_BOARD_COPY: PipelineUiCopy = {
   itemMenuAria: 'گزینه‌های فعالیت',
   listColTitle: 'فعالیت',
   hideAmount: true,
+  quickView: true,
 };
 
 export type PipelineStage = {
@@ -182,8 +190,8 @@ export function mapBoardToStages(
         expectedCloseAt: string | null;
         createdAt: string;
         promotedFromPriorAt: string | null;
-        person: { fullName: string } | null;
-        company: { name: string } | null;
+        person: { id?: string; fullName: string } | null;
+        company: { id?: string; name: string } | null;
         owner?: { id: string; fullName: string } | null;
         assignees?: Array<{ id: string; fullName: string }>;
       }>;
@@ -236,6 +244,8 @@ export function mapBoardToStages(
           assigneeNames,
           ownerId: deal.owner?.id ?? null,
           assigneeIds: (deal.assignees ?? []).map((a) => a.id),
+          personId: deal.person?.id ?? null,
+          companyId: deal.company?.id ?? null,
           searchFields: [
             deal.notes,
             deal.company?.name,
@@ -431,6 +441,43 @@ export function pointerDropIndex(index: number, event: DragEvent): number {
   return index + (event.clientY >= rect.top + rect.height / 2 ? 1 : 0);
 }
 
+const DRAG_SCROLL_EDGE = 72;
+const DRAG_SCROLL_MAX = 16;
+let dragScrollEl: HTMLElement | null = null;
+let dragScrollY = 0;
+let dragScrollRaf = 0;
+
+function dragScrollTick() {
+  dragScrollRaf = 0;
+  const el = dragScrollEl;
+  if (!el) return;
+  const rect = el.getBoundingClientRect();
+  let delta = 0;
+  if (dragScrollY < rect.top + DRAG_SCROLL_EDGE) {
+    const closeness = (rect.top + DRAG_SCROLL_EDGE - dragScrollY) / DRAG_SCROLL_EDGE;
+    delta = -Math.ceil(DRAG_SCROLL_MAX * Math.min(1, Math.max(0, closeness)));
+  } else if (dragScrollY > rect.bottom - DRAG_SCROLL_EDGE) {
+    const closeness = (dragScrollY - (rect.bottom - DRAG_SCROLL_EDGE)) / DRAG_SCROLL_EDGE;
+    delta = Math.ceil(DRAG_SCROLL_MAX * Math.min(1, Math.max(0, closeness)));
+  }
+  if (!delta || el.scrollHeight <= el.clientHeight) return;
+  el.scrollTop += delta;
+  dragScrollRaf = requestAnimationFrame(dragScrollTick);
+}
+
+/** نزدیک لبهٔ بالا یا پایین ستون، فهرست خودش حرکت می‌کند تا مقصد دیده شود. */
+export function dragScrollColumn(el: HTMLElement | null, clientY: number) {
+  dragScrollEl = el;
+  dragScrollY = clientY;
+  if (!dragScrollRaf) dragScrollRaf = requestAnimationFrame(dragScrollTick);
+}
+
+export function stopDragScroll() {
+  dragScrollEl = null;
+  if (dragScrollRaf) cancelAnimationFrame(dragScrollRaf);
+  dragScrollRaf = 0;
+}
+
 export function moveStageToIndex(
   stages: PipelineStage[],
   stageId: string,

apps/web/src/lib/section-permissions.ts

@@ -69,6 +69,30 @@ export function canOpenFinancePath(
   return treasurySectionAllowed(role, permissions, section);
 }
 
+const FINANCE_ENTRIES: Array<{ path: string; section: TreasurySectionKey }> = [
+  { path: '/finance', section: 'treasury_dashboard' },
+  { path: '/finance/incomes', section: 'treasury_incomes' },
+  { path: '/finance/expenses', section: 'treasury_expenses' },
+  { path: '/finance/receivables', section: 'treasury_receivables' },
+  { path: '/finance/accounts', section: 'treasury_accounts' },
+  { path: '/finance/payroll', section: 'treasury_payroll' },
+  { path: '/finance/recurring', section: 'treasury_recurring' },
+  { path: '/finance/reports', section: 'treasury_reports' },
+  { path: '/finance/audit', section: 'treasury_audit' },
+  { path: '/finance/categories', section: 'treasury_categories' },
+];
+
+/** اولین صفحهٔ مالی که این نقش واقعاً می‌تواند باز کند. */
+export function firstAllowedFinancePath(
+  role: UserRole | string | null | undefined,
+  permissions: readonly string[] | null | undefined,
+): string | null {
+  for (const entry of FINANCE_ENTRIES) {
+    if (treasurySectionAllowed(role, permissions, entry.section)) return entry.path;
+  }
+  return null;
+}
+
 export function canOpenPath(
   role: UserRole | string | null | undefined,
   permissions: readonly string[] | null | undefined,

apps/web/src/router/index.ts

@@ -2,7 +2,12 @@ import { createRouter, createWebHistory } from 'vue-router';
 import type { UserRole } from '@mento/shared';
 import { useAuthStore } from '@/stores/auth';
 import { usePlatformAuthStore } from '@/stores/platform-auth';
-import { canOpenFinancePath, canOpenPath, sectionPermissionForPath } from '@/lib/section-permissions';
+import {
+  canOpenFinancePath,
+  canOpenPath,
+  firstAllowedFinancePath,
+  sectionPermissionForPath,
+} from '@/lib/section-permissions';
 
 export const router = createRouter({
   history: createWebHistory(),
@@ -330,7 +335,8 @@ export const router = createRouter({
               meta: {
                 roles: ['owner', 'admin'] as UserRole[],
                 treasuryTitle: 'حقوق و دستمزد',
-                treasuryDescription: 'پرداخت حقوق فقط با دسترسی جداگانه حقوق و دستمزد باز است.',
+                treasuryDescription:
+                  'تعیین حقوق، پرداخت یکجا یا چندمرحله‌ای، و گزارش دوره‌ها. پرداخت فقط با دسترسی حقوق و دستمزد باز است.',
               },
             },
             {
@@ -350,7 +356,8 @@ export const router = createRouter({
               meta: {
                 roles: ['owner', 'admin'] as UserRole[],
                 treasuryTitle: 'گزارش مالی',
-                treasuryDescription: 'سود عملیاتی از درآمد و هزینه ثبت‌شده است، نه از خالص وجه.',
+                treasuryDescription:
+                  'سود از درآمد، فروش فاکتور و هزینه است. بدهکاران و بستانکاران مانده فاکتور و اسناد باز را یک‌جا نشان می‌دهند.',
               },
             },
             {
@@ -369,8 +376,8 @@ export const router = createRouter({
               component: () => import('@/views/treasury/TreasuryCategoriesView.vue'),
               meta: {
                 roles: ['owner', 'admin'] as UserRole[],
-                treasuryTitle: 'دسته‌بندی‌های مالی',
-                treasuryDescription: 'دسته‌های پیش‌فرض با اولین بازدید ساخته می‌شوند.',
+                treasuryTitle: 'دسته‌بندی',
+                treasuryDescription: 'دسته‌های درآمد و هزینهٔ همین محیط؛ ساخته و ویرایش فقط از اینجا.',
               },
             },
           ],
@@ -681,13 +688,8 @@ router.beforeEach((to) => {
       if (canOpenFinancePath(auth.user?.role, auth.user?.permissions, String(to.path))) {
         return true;
       }
-      const exactHome = to.path === '/finance' || to.path === '/finance/';
-      if (
-        exactHome &&
-        canOpenFinancePath(auth.user?.role, auth.user?.permissions, '/finance/payroll')
-      ) {
-        return { path: '/finance/payroll' };
-      }
+      const next = firstAllowedFinancePath(auth.user?.role, auth.user?.permissions);
+      if (next && next !== to.path) return { path: next };
     }
     return { name: 'home' };
   }

apps/web/src/stores/auth.ts

@@ -214,6 +214,12 @@ export const useAuthStore = defineStore('auth', () => {
 
   if (token.value) void hydrate();
 
+  if (typeof document !== 'undefined') {
+    document.addEventListener('visibilitychange', () => {
+      if (document.visibilityState === 'visible') void hydrate();
+    });
+  }
+
   return {
     token,
     user,

apps/web/src/views/ActivitiesView.vue

@@ -52,7 +52,10 @@ import type {
 } from '@mento/shared';
 import { brand } from '@mento/shared';
 import { useAuthStore } from '@/stores/auth';
+import { canMutateActivity } from '@/lib/activity-access';
 import { canManageSettings, canViewAllRecords } from '@/lib/roles';
+import { apiError } from '@/lib/routines';
+import { message } from 'ant-design-vue';
 import { PAGE_SIZE_OPTIONS, usePageSize } from '@/lib/pageSize';
 import { registerTableColumns, useTableColumns } from '@/lib/tableColumns';
 import TableColumnsMenu from '@/components/TableColumnsMenu.vue';
@@ -201,6 +204,7 @@ const page = computed(() => {
 
 const loading = ref(false);
 const error = ref('');
+const notice = ref('');
 const data = ref<PaginatedResponse<ActivityDto> | null>(null);
 const q = ref(typeof route.query.q === 'string' ? route.query.q : '');
 const users = ref<OrgUserDto[]>([]);
@@ -445,23 +449,11 @@ function deskDetailQuery(columnStageId?: string): Record<string, string> {
   return query;
 }
 
-function activityRoute(id: string, edit = false, columnStageId?: string) {
-  if (!edit) {
-    return {
-      name: 'activity-detail' as const,
-      params: { id },
-      query: deskDetailQuery(columnStageId),
-    };
-  }
-  const query: Record<string, string> = {};
-  for (const key of ['board', 'view', 'desk', 'filter', 'stage', 'q', 'typeDefId', 'status', 'assigneeId', 'title', 'customer', 'due'] as const) {
-    const value = route.query[key];
-    if (typeof value === 'string' && value) query[key] = value;
-  }
+function activityRoute(id: string, columnStageId?: string) {
   return {
-    name: 'activity-edit' as const,
+    name: 'activity-detail' as const,
     params: { id },
-    query,
+    query: deskDetailQuery(columnStageId),
   };
 }
 
@@ -837,6 +829,30 @@ function onFacetDone() {
   openCol.value = null;
 }
 
+function assigneePeopleOf(item: ActivityDto) {
+  if (item.assignees?.length) return item.assignees;
+  return item.assignee ? [item.assignee] : [];
+}
+
+function needsEveryone(item: ActivityDto) {
+  return item.completionMode === 'all' && assigneePeopleOf(item).length > 1;
+}
+
+function canMarkShare(item: ActivityDto) {
+  if (item.status !== 'open') return false;
+  if (!needsEveryone(item)) return true;
+  const mine = auth.user?.id;
+  if (!mine) return false;
+  return (
+    assigneePeopleOf(item).some((person) => person.id === mine) &&
+    !item.completedByIds?.includes(mine)
+  );
+}
+
+function completeLabel(item: ActivityDto) {
+  return needsEveryone(item) ? 'انجام سهم من' : 'انجام شد';
+}
+
 async function complete(id: string) {
   menuId.value = null;
   boardMenuId.value = null;
@@ -913,10 +929,27 @@ function clearSelect() {
   selectedIds.value = new Set();
 }
 
+function canDeleteActivity(item: ActivityDto | null | undefined) {
+  return canMutateActivity(item, auth.user);
+}
+
+function activityById(id: string) {
+  return (
+    items.value.find((row) => row.id === id) ||
+    (boardMenuActivity.value?.id === id ? boardMenuActivity.value : null)
+  );
+}
+
 function askDeleteActivity(id: string, title?: string) {
   menuId.value = null;
   boardMenuId.value = null;
+  const target = activityById(id);
   boardMenuActivity.value = null;
+  if (target && !canDeleteActivity(target)) {
+    message.warning('شما مجوز حذف این فعالیت را ندارید.');
+    error.value = 'شما مجوز حذف این فعالیت را ندارید.';
+    return;
+  }
   deleteSingleTitle.value = title?.trim() || activityTitle(id);
   deleteActivityIds.value = [id];
 }
@@ -926,8 +959,24 @@ function askBulkDelete() {
   menuId.value = null;
   boardMenuId.value = null;
   boardMenuActivity.value = null;
+  const selected = [...selectedIds.value];
+  const allowed = selected.filter((id) => {
+    const row = activityById(id);
+    return !row || canDeleteActivity(row);
+  });
+  const blocked = selected.length - allowed.length;
+  if (!allowed.length) {
+    message.warning('شما مجوز حذف این فعالیت‌ها را ندارید.');
+    error.value = 'شما مجوز حذف این فعالیت‌ها را ندارید.';
+    return;
+  }
+  if (blocked > 0) {
+    message.warning(
+      `${toFaDigits(blocked)} مورد به‌خاطر نبود مجوز حذف کنار گذاشته شد.`,
+    );
+  }
   deleteSingleTitle.value = '';
-  deleteActivityIds.value = [...selectedIds.value];
+  deleteActivityIds.value = allowed;
 }
 
 async function confirmDeleteActivities() {
@@ -937,16 +986,24 @@ async function confirmDeleteActivities() {
   error.value = '';
   try {
     const results = await Promise.allSettled(ids.map((id) => api.delete(`/activities/${id}`)));
-    const failed = results.filter((r) => r.status === 'rejected').length;
+    const failed = results.filter((r) => r.status === 'rejected');
     deleteActivityIds.value = [];
     clearSelect();
     kanbanReload.value += 1;
     await refreshAll();
-    if (failed) {
+    if (failed.length) {
+      const first = failed[0];
+      const detail =
+        first && first.status === 'rejected'
+          ? apiError(first.reason, '')
+          : '';
       error.value =
-        failed === ids.length
-          ? 'حذف فعالیت‌ها ناموفق بود.'
-          : `${toFaDigits(failed)} مورد حذف نشد.`;
+        failed.length === ids.length
+          ? detail || 'شما مجوز حذف این فعالیت را ندارید.'
+          : detail
+            ? `${toFaDigits(failed.length)} مورد حذف نشد: ${detail}`
+            : `${toFaDigits(failed.length)} مورد حذف نشد.`;
+      message.error(error.value);
     }
   } finally {
     activityDeleting.value = false;
@@ -1503,6 +1560,7 @@ onUnmounted(() => {
     </div>
 
     <p v-if="error" class="error">{{ error }}</p>
+    <p v-if="notice" class="ok">{{ notice }}</p>
     <p v-if="importMsg" class="ok">{{ importMsg }}</p>
 
     <div v-if="selectMode" class="select-bar">
@@ -1532,6 +1590,7 @@ onUnmounted(() => {
       @stages-changed="onStagesChanged"
       @add="openAddInStage"
       @error="(msg: string) => (error = msg)"
+      @notice="(msg: string) => (notice = msg)"
       @menu-deal="onBoardMenu"
       @toggle-select="toggleSelect"
       @bulk-delete="askBulkDelete"
@@ -1749,16 +1808,18 @@ onUnmounted(() => {
               <RouterLink :to="activityRoute(item.id)">
                 مشاهده
               </RouterLink>
-              <RouterLink :to="activityRoute(item.id, true)">
-                ویرایش
-              </RouterLink>
               <button v-if="canPromotePrior(item)" type="button" @click="promotePriorActivity(item.id)">
                 انتقال به کار جاری
               </button>
-              <button v-if="item.status === 'open'" type="button" @click="complete(item.id)">
-                انجام شد
+              <button v-if="canMarkShare(item)" type="button" @click="complete(item.id)">
+                {{ completeLabel(item) }}
               </button>
-              <button type="button" class="danger" @click="askDeleteActivity(item.id, item.title)">
+              <button
+                v-if="canDeleteActivity(item)"
+                type="button"
+                class="danger"
+                @click="askDeleteActivity(item.id, item.title)"
+              >
                 حذف
               </button>
             </UiDropdownMenu>
@@ -1839,16 +1900,18 @@ onUnmounted(() => {
                 <RouterLink :to="activityRoute(item.id)">
                   مشاهده
                 </RouterLink>
-                <RouterLink :to="activityRoute(item.id, true)">
-                  ویرایش
-                </RouterLink>
                 <button v-if="canPromotePrior(item)" type="button" @click="promotePriorActivity(item.id)">
                   انتقال به کار جاری
                 </button>
-                <button v-if="item.status === 'open'" type="button" @click="complete(item.id)">
-                  انجام شد
+                <button v-if="canMarkShare(item)" type="button" @click="complete(item.id)">
+                  {{ completeLabel(item) }}
                 </button>
-                <button type="button" class="danger" @click="askDeleteActivity(item.id, item.title)">
+                <button
+                  v-if="canDeleteActivity(item)"
+                  type="button"
+                  class="danger"
+                  @click="askDeleteActivity(item.id, item.title)"
+                >
                   حذف
                 </button>
               </UiDropdownMenu>
@@ -1895,18 +1958,11 @@ onUnmounted(() => {
         <button type="button" role="menuitem" @click="startSelect(boardMenuId)">انتخاب</button>
         <RouterLink
           role="menuitem"
-          :to="activityRoute(boardMenuId, false, viewMode === 'board' ? boardMenuStageId : undefined)"
+          :to="activityRoute(boardMenuId, viewMode === 'board' ? boardMenuStageId : undefined)"
           @click="boardMenuId = null; boardMenuActivity = null; boardMenuStageId = ''"
         >
           مشاهده
         </RouterLink>
-        <RouterLink
-          role="menuitem"
-          :to="activityRoute(boardMenuId, true)"
-          @click="boardMenuId = null; boardMenuActivity = null"
-        >
-          ویرایش
-        </RouterLink>
         <button
           v-if="boardMenuActivity && canPromotePrior(boardMenuActivity)"
           type="button"
@@ -1916,6 +1972,7 @@ onUnmounted(() => {
           انتقال به کار جاری
         </button>
         <button
+          v-if="canDeleteActivity(boardMenuActivity)"
           type="button"
           role="menuitem"
           class="danger"

apps/web/src/views/ActivityFormView.vue

@@ -129,6 +129,8 @@ const personId = ref('');
 const leadId = ref('');
 const dealId = ref('');
 const assigneeIds = ref<string[]>([]);
+const completionMode = ref<'any' | 'all'>('any');
+const editPolicy = ref<'creator' | 'assignees'>('creator');
 const isDone = ref(false);
 const needsNote = ref(false);
 const reminderAt = ref('');
@@ -440,6 +442,8 @@ function resetForm() {
   personId.value = '';
   dealId.value = '';
   assigneeIds.value = auth.user?.id ? [auth.user.id] : [];
+  completionMode.value = 'any';
+  editPolicy.value = 'creator';
   pickedRoleIds.value = [];
   pickedTeamIds.value = [];
   isDone.value = false;
@@ -528,6 +532,8 @@ async function load() {
           : auth.user?.id
             ? [auth.user.id]
             : [];
+      completionMode.value = data.completionMode === 'all' ? 'all' : 'any';
+      editPolicy.value = data.editPolicy === 'assignees' ? 'assignees' : 'creator';
       refreshPickedGroups();
       isDone.value = data.status === 'done';
       await loadSavedPhotos(data);
@@ -541,6 +547,16 @@ async function load() {
         personId.value = incomingPerson;
       }
       leadId.value = typeof route.query.leadId === 'string' ? route.query.leadId : '';
+      const incomingDeal =
+        typeof route.query.dealId === 'string' ? route.query.dealId : '';
+      if (incomingDeal) {
+        dealId.value = incomingDeal;
+        const linkedDeal = deals.value.find((d) => d.id === incomingDeal);
+        if (linkedDeal?.person?.id && !personId.value) {
+          await ensurePersonLoaded(linkedDeal.person.id);
+          personId.value = linkedDeal.person.id;
+        }
+      }
       const incomingDef =
         typeof route.query.typeDefId === 'string'
           ? activityTypes.byId.value.get(route.query.typeDefId)
@@ -605,6 +621,8 @@ function payload(): CreateActivityRequest {
     leadId: leadId.value || null,
     assigneeIds: [...assigneeIds.value],
     assigneeId: assigneeIds.value[0] || null,
+    completionMode: assigneeIds.value.length > 1 ? completionMode.value : 'any',
+    editPolicy: editPolicy.value,
   };
 }
 
@@ -978,7 +996,9 @@ async function submit(next: 'detail' | 'new' = 'detail') {
       savedId = data.id;
       createdActivityId.value = data.id;
       if (isDone.value) {
-        await api.patch(`/activities/${savedId}/complete`);
+        await api.patch(`/activities/${savedId}/complete`, undefined, {
+          params: { force: '1' },
+        });
       }
     } else {
       await api.patch(`/activities/${savedId}`, {
@@ -1269,6 +1289,20 @@ watch([id, isNew], () => void load(), { immediate: true });
                   </li>
                 </ul>
               </div>
+              <div v-if="assigneeIds.length > 1" class="completion-mode">
+                <span>نحوهٔ انجام</span>
+                <label>
+                  <input v-model="completionMode" type="radio" value="any" />
+                  با انجام یکی کافی است
+                </label>
+                <label>
+                  <input v-model="completionMode" type="radio" value="all" />
+                  همهٔ مسئول‌ها باید انجام دهند
+                </label>
+                <p v-if="completionMode === 'all'" class="completion-hint">
+                  هر کدام از همین افراد باید جداگانه سهم خودش را انجام دهد.
+                </p>
+              </div>
               <small class="hint">
                 {{
                   canAssignOthers
@@ -1302,6 +1336,29 @@ watch([id, isNew], () => void load(), { immediate: true });
             </div>
           </div>
 
+          <div class="card">
+            <div class="field">
+              <label>ویرایش و حذف</label>
+              <div class="completion-mode">
+                <label>
+                  <input v-model="editPolicy" type="radio" value="creator" />
+                  فقط خودم (ایجادکننده)
+                </label>
+                <label>
+                  <input v-model="editPolicy" type="radio" value="assignees" />
+                  همهٔ مسئولان
+                </label>
+              </div>
+              <small class="hint">
+                {{
+                  editPolicy === 'assignees'
+                    ? 'مسئولان هم می‌توانند این فعالیت را ویرایش یا حذف کنند.'
+                    : 'فقط ایجادکننده می‌تواند این فعالیت را ویرایش یا حذف کند.'
+                }}
+              </small>
+            </div>
+          </div>
+
           <div class="card">
             <div class="field">
               <div class="label-row">
@@ -1799,6 +1856,66 @@ watch([id, isNew], () => void load(), { immediate: true });
   font-size: 0.75rem;
 }
 
+.completion-mode {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 0.4rem;
+  margin-top: 0.75rem;
+}
+
+.completion-mode > span {
+  width: 100%;
+  margin: 0;
+  color: #64748b;
+  font-size: 0.75rem;
+  font-weight: 600;
+}
+
+.completion-mode label {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.35rem;
+  margin: 0;
+  padding: 0.2rem 0.65rem;
+  border: 1px solid #e2e8f0;
+  border-radius: 999px;
+  background: #fff;
+  color: #334155;
+  font-size: 0.8rem;
+  font-weight: 500;
+  line-height: 1.4;
+  white-space: nowrap;
+  cursor: pointer;
+}
+
+.completion-mode label:has(input:checked) {
+  border-color: #14b8a6;
+  background: #f0fdfa;
+  color: #0f766e;
+}
+
+.completion-mode input {
+  width: 14px;
+  height: 14px;
+  min-height: 0;
+  margin: 0;
+  padding: 0;
+  border: 0;
+  border-radius: 50%;
+  flex: 0 0 14px;
+  accent-color: #0d9488;
+  background: transparent;
+}
+
+.completion-hint {
+  width: 100%;
+  margin: 0.15rem 0 0;
+  color: #64748b;
+  font-size: 0.75rem;
+  line-height: 1.5;
+}
+
 .assignee-chips {
   display: flex;
   flex-wrap: wrap;

apps/web/src/views/CompanyFormView.vue

@@ -27,7 +27,7 @@ const props = withDefaults(
   }>(),
   { embedded: false },
 );
-const emit = defineEmits<{ saved: []; cancel: [] }>();
+const emit = defineEmits<{ saved: [company?: CompanyDto]; cancel: [] }>();
 
 const route = useRoute();
 const router = useRouter();
@@ -152,7 +152,7 @@ async function submit() {
     if (isNew.value) {
       const { data } = await api.post<CompanyDto>('/companies', payload());
       if (props.embedded) {
-        emit('saved');
+        emit('saved', data);
         return;
       }
       await router.replace({ name: 'company-detail', params: { id: data.id } });

apps/web/src/views/DealFormView.vue

@@ -18,6 +18,7 @@ import {
   FormItem as AFormItem,
   Input as AInput,
   InputNumber as AInputNumber,
+  Modal,
   Modal as AModal,
   Row as ARow,
   Segmented as ASegmented,
@@ -44,9 +45,11 @@ import { toFaDigits } from '@/lib/jalali';
 import { currencySuffix, formatMoney } from '@/lib/money';
 import CustomFieldsSection from '@/components/CustomFieldsSection.vue';
 import EntityTimeline from '@/components/EntityTimeline.vue';
+import RelatedActivitiesPanel from '@/components/activities/RelatedActivitiesPanel.vue';
 import RelatedTasksPanel from '@/components/routines/RelatedTasksPanel.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import MoneyInput from '@/components/MoneyInput.vue';
+import StagePathStrip from '@/components/StagePathStrip.vue';
 import UserMultiSelect from '@/components/UserMultiSelect.vue';
 import PersonFormView from '@/views/PersonFormView.vue';
 import type {
@@ -104,6 +107,7 @@ const pageTitle = computed(() => (isNew.value ? 'ایجاد معامله جدی
 
 const loading = ref(false);
 const saving = ref(false);
+const stageMoving = ref(false);
 const error = ref('');
 const showOthers = ref(true);
 const othersKeys = ref<string[]>(['others']);
@@ -197,6 +201,43 @@ const pipelineSelectOptions = computed(() =>
 const stageSelectOptions = computed(() =>
   stages.value.map((s) => ({ value: s.id, label: s.name })),
 );
+const stagePathItems = computed(() => stages.value.map((s) => ({ id: s.id, name: s.name })));
+
+function onStageSelect(nextId: string) {
+  if (!nextId || nextId === stageId.value || stageMoving.value || saving.value) return;
+  const target = stages.value.find((stage) => stage.id === nextId);
+  if (!target) return;
+  const prev = stageId.value;
+  Modal.confirm({
+    title: 'جابه‌جایی مرحله',
+    content: `به مرحله «${target.name}» منتقل می‌شود. انجام شود؟`,
+    okText: 'انجام بده',
+    cancelText: 'انجام نده',
+    centered: true,
+    async onOk() {
+      stageId.value = nextId;
+      if (isNew.value || !id.value) return;
+      stageMoving.value = true;
+      error.value = '';
+      try {
+        await api.patch(`/deals/${id.value}/move`, { stageId: nextId });
+      } catch (e) {
+        stageId.value = prev;
+        if (axios.isAxiosError(e)) {
+          const msg = (e.response?.data as { message?: string | string[] })?.message;
+          error.value = Array.isArray(msg)
+            ? msg.join('، ')
+            : (msg ?? 'جابه‌جایی مرحله ناموفق بود.');
+        } else {
+          error.value = 'جابه‌جایی مرحله ناموفق بود.';
+        }
+        throw e;
+      } finally {
+        stageMoving.value = false;
+      }
+    },
+  });
+}
 const productSelectOptions = computed(() =>
   products.value.map((p) => ({ value: p.id, label: p.name })),
 );
@@ -665,6 +706,20 @@ onMounted(load);
         </a-space>
       </a-flex>
 
+      <div
+        v-if="stagePathItems.length"
+        :style="{ marginBottom: '16px' }"
+      >
+        <StagePathStrip
+          :stages="stagePathItems"
+          :value="stageId"
+          :loading="stageMoving"
+          :disabled="saving || loading"
+          aria-label="مراحل مسیر فروش"
+          @select="onStageSelect"
+        />
+      </div>
+
       <a-alert v-if="error" type="error" show-icon :message="error" :style="{ marginBottom: '16px' }" />
 
       <a-form layout="vertical" @finish="submit">
@@ -960,6 +1015,14 @@ onMounted(load);
               </a-form-item>
             </a-card>
 
+            <RelatedActivitiesPanel
+              v-if="!isNew && id"
+              :style="{ marginTop: '16px' }"
+              :deal-id="id"
+              :person-id="personId || null"
+              :company-id="companyId || null"
+              :deal-title="title"
+            />
             <RelatedTasksPanel
               v-if="!isNew && id"
               :style="{ marginTop: '16px' }"