feat: SMS campaigns for people or leads with filters and batching

Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.

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

.env.example

@@ -17,7 +17,7 @@ SMS_PASSWORD=
 SMS_SENDER=
 # SMS_BASE_URL=http://smspanel.Trez.ir
 # SMS_SEND_PATH=/SendMessageWithCode.ashx
-# SMS_OTP_TEMPLATE=کد ورود پرتال منتکت: {code}
+# SMS_OTP_TEMPLATE=کد ورود منتکت: {code}
 # SMS_TIMEOUT_MS=20000
 
 # رمزنگاری توکن‌های اتصال حسابداری (ته‌حساب) — ۳۲ بایت به‌صورت hex (۶۴ کاراکتر)

.githooks/pre-push

@@ -0,0 +1,3 @@
+#!/bin/sh
+# فعال‌سازی: npm install (اسکریپت prepare) یا git config core.hooksPath .githooks
+npm run check

.gitignore

@@ -21,3 +21,18 @@ docs/~$*
 *.py[cod]
 apps/stt/.venv/
 crm-node_modules.tgz
+
+# Playwright
+e2e/.auth/
+e2e/.env
+test-results/
+playwright-report/
+
+# Graphify (local architecture graph — do not commit)
+graphify-out/
+**/graphify-out/
+.cursor/rules/graphify.mdc
+
+# Local git worktrees + SDD scratch
+.worktrees/
+.superpowers/

README.md

@@ -80,7 +80,7 @@ $env:MENTO_DEV_API="http://127.0.0.1:3000"; npm run dev
 
 ## فاز فعلی
 
-فاز ۱ هسته فروش/پشتیبانی و Smart Notes عملاً کامل است. جزئیات تیک‌خورده و باقی‌مانده:
+فاز ۱ هسته فروش/پشتیبانی، Smart Notes، مالی سبک و اتصال‌ها (API، ووکامرس، VoIP، پیامک گروهی) عملاً کامل است. جزئیات تیک‌خورده و باقی‌مانده:
 
 - [`docs/وضعیت-پیشرفت.md`](docs/وضعیت-پیشرفت.md) ← **چک‌لیست زنده**
 - [`docs/قابلیت‌های-منتکت.md`](docs/قابلیت‌های-منتکت.md) ← فهرست کوتاه قابلیت‌ها

apps/api/package.json

@@ -10,7 +10,9 @@
     "prisma:generate": "prisma generate",
     "prisma:migrate": "prisma migrate dev",
     "prisma:seed": "tsx prisma/seed.ts",
-    "lint": "echo \"api lint placeholder\""
+    "lint": "echo \"api lint placeholder\"",
+    "typecheck": "tsc --noEmit -p tsconfig.json && tsc --noEmit -p test/tsconfig.json",
+    "test": "tsx --test test/tahesab-methods.test.ts test/dates.test.ts test/birthdays.test.ts test/message-automation.test.ts test/record-scope.test.ts test/gamification-engine.test.ts test/automation-branches.test.ts test/pipeline-merge.test.ts test/ask-count.test.ts test/prior-archive.test.ts test/organizations.test.ts test/promote-from-prior.test.ts"
   },
   "dependencies": {
     "@mento/shared": "*",

apps/api/prisma/migrations/20260921210000_product_accounting_link/migration.sql

@@ -0,0 +1,33 @@
+-- CreateTable
+CREATE TABLE "ProductAccountingLink" (
+    "id" TEXT NOT NULL,
+    "productId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "externalName" TEXT NOT NULL,
+    "ayar" INTEGER,
+    "vaznSabet" DOUBLE PRECISION,
+    "matchMethod" TEXT NOT NULL DEFAULT 'import',
+    "linkedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ProductAccountingLink_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "ProductAccountingLink_productId_idx" ON "ProductAccountingLink"("productId");
+
+-- CreateIndex
+CREATE INDEX "ProductAccountingLink_connectionId_idx" ON "ProductAccountingLink"("connectionId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ProductAccountingLink_productId_connectionId_key" ON "ProductAccountingLink"("productId", "connectionId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ProductAccountingLink_connectionId_externalName_key" ON "ProductAccountingLink"("connectionId", "externalName");
+
+-- AddForeignKey
+ALTER TABLE "ProductAccountingLink" ADD CONSTRAINT "ProductAccountingLink_productId_fkey" FOREIGN KEY ("productId") REFERENCES "Product"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ProductAccountingLink" ADD CONSTRAINT "ProductAccountingLink_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "AccountingConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260923140000_person_website_referrer/migration.sql

@@ -0,0 +1,3 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN "website" TEXT;
+ALTER TABLE "Person" ADD COLUMN "referrer" TEXT;

apps/api/prisma/migrations/20260926140000_audit_tags_assignees_saved_views/migration.sql

@@ -0,0 +1,84 @@
+-- AlterTable
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "tags" TEXT[] DEFAULT ARRAY[]::TEXT[];
+
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "tags" TEXT[] DEFAULT ARRAY[]::TEXT[];
+
+-- AlterTable
+ALTER TABLE "Activity" ADD COLUMN IF NOT EXISTS "tags" TEXT[] DEFAULT ARRAY[]::TEXT[];
+
+-- AlterTable
+ALTER TABLE "ProjectCard" ADD COLUMN IF NOT EXISTS "tags" TEXT[] DEFAULT ARRAY[]::TEXT[];
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "AuditLog" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "actorUserId" TEXT,
+    "action" TEXT NOT NULL,
+    "method" TEXT NOT NULL,
+    "path" TEXT NOT NULL,
+    "entityType" TEXT,
+    "entityId" TEXT,
+    "summary" TEXT NOT NULL,
+    "meta" JSONB,
+    "ip" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "AuditLog_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "SavedView" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "ownerUserId" TEXT,
+    "name" TEXT NOT NULL,
+    "scope" TEXT NOT NULL,
+    "filters" JSONB NOT NULL DEFAULT '{}',
+    "isShared" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "SavedView_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable (implicit many-to-many ProjectCard <-> User assignees)
+CREATE TABLE IF NOT EXISTS "_ProjectCardAssignees" (
+    "A" TEXT NOT NULL,
+    "B" TEXT NOT NULL
+);
+
+-- CreateIndex
+CREATE INDEX IF NOT EXISTS "AuditLog_organizationId_createdAt_idx" ON "AuditLog"("organizationId", "createdAt");
+CREATE INDEX IF NOT EXISTS "AuditLog_organizationId_actorUserId_createdAt_idx" ON "AuditLog"("organizationId", "actorUserId", "createdAt");
+CREATE INDEX IF NOT EXISTS "AuditLog_organizationId_entityType_createdAt_idx" ON "AuditLog"("organizationId", "entityType", "createdAt");
+CREATE INDEX IF NOT EXISTS "SavedView_organizationId_scope_idx" ON "SavedView"("organizationId", "scope");
+CREATE INDEX IF NOT EXISTS "SavedView_organizationId_ownerUserId_idx" ON "SavedView"("organizationId", "ownerUserId");
+CREATE UNIQUE INDEX IF NOT EXISTS "_ProjectCardAssignees_AB_unique" ON "_ProjectCardAssignees"("A", "B");
+CREATE INDEX IF NOT EXISTS "_ProjectCardAssignees_B_index" ON "_ProjectCardAssignees"("B");
+
+-- AddForeignKey
+DO $$ BEGIN
+  ALTER TABLE "AuditLog" ADD CONSTRAINT "AuditLog_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "AuditLog" ADD CONSTRAINT "AuditLog_actorUserId_fkey" FOREIGN KEY ("actorUserId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "SavedView" ADD CONSTRAINT "SavedView_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "SavedView" ADD CONSTRAINT "SavedView_ownerUserId_fkey" FOREIGN KEY ("ownerUserId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "_ProjectCardAssignees" ADD CONSTRAINT "_ProjectCardAssignees_A_fkey" FOREIGN KEY ("A") REFERENCES "ProjectCard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "_ProjectCardAssignees" ADD CONSTRAINT "_ProjectCardAssignees_B_fkey" FOREIGN KEY ("B") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;

apps/api/prisma/migrations/20260926160000_public_api_webhooks_sms_campaigns/migration.sql

@@ -0,0 +1,93 @@
+-- CreateTable
+CREATE TABLE "OrganizationApiKey" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "prefix" TEXT NOT NULL,
+    "keyHash" TEXT NOT NULL,
+    "lastUsedAt" TIMESTAMP(3),
+    "revokedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "OrganizationApiKey_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "WebhookEndpoint" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "url" TEXT NOT NULL,
+    "secret" TEXT NOT NULL,
+    "events" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "WebhookEndpoint_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "WebhookDelivery" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "endpointId" TEXT NOT NULL,
+    "event" TEXT NOT NULL,
+    "payload" JSONB NOT NULL,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "statusCode" INTEGER,
+    "attempts" INTEGER NOT NULL DEFAULT 0,
+    "lastError" TEXT,
+    "nextAttemptAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "deliveredAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "WebhookDelivery_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "SmsCampaign" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "body" TEXT NOT NULL,
+    "status" TEXT NOT NULL DEFAULT 'draft',
+    "scheduledAt" TIMESTAMP(3),
+    "totalCount" INTEGER NOT NULL DEFAULT 0,
+    "sentCount" INTEGER NOT NULL DEFAULT 0,
+    "failedCount" INTEGER NOT NULL DEFAULT 0,
+    "skippedCount" INTEGER NOT NULL DEFAULT 0,
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "SmsCampaign_pkey" PRIMARY KEY ("id")
+);
+
+CREATE TABLE "SmsCampaignRecipient" (
+    "id" TEXT NOT NULL,
+    "campaignId" TEXT NOT NULL,
+    "personId" TEXT,
+    "mobile" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "error" TEXT,
+    "sentAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "SmsCampaignRecipient_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX "OrganizationApiKey_keyHash_key" ON "OrganizationApiKey"("keyHash");
+CREATE INDEX "OrganizationApiKey_organizationId_revokedAt_idx" ON "OrganizationApiKey"("organizationId", "revokedAt");
+CREATE INDEX "OrganizationApiKey_prefix_idx" ON "OrganizationApiKey"("prefix");
+CREATE INDEX "WebhookEndpoint_organizationId_isActive_idx" ON "WebhookEndpoint"("organizationId", "isActive");
+CREATE INDEX "WebhookDelivery_organizationId_createdAt_idx" ON "WebhookDelivery"("organizationId", "createdAt");
+CREATE INDEX "WebhookDelivery_status_nextAttemptAt_idx" ON "WebhookDelivery"("status", "nextAttemptAt");
+CREATE INDEX "WebhookDelivery_endpointId_createdAt_idx" ON "WebhookDelivery"("endpointId", "createdAt");
+CREATE INDEX "SmsCampaign_organizationId_status_scheduledAt_idx" ON "SmsCampaign"("organizationId", "status", "scheduledAt");
+CREATE INDEX "SmsCampaignRecipient_campaignId_status_idx" ON "SmsCampaignRecipient"("campaignId", "status");
+
+ALTER TABLE "OrganizationApiKey" ADD CONSTRAINT "OrganizationApiKey_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "WebhookEndpoint" ADD CONSTRAINT "WebhookEndpoint_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "WebhookDelivery" ADD CONSTRAINT "WebhookDelivery_endpointId_fkey" FOREIGN KEY ("endpointId") REFERENCES "WebhookEndpoint"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "SmsCampaign" ADD CONSTRAINT "SmsCampaign_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "SmsCampaignRecipient" ADD CONSTRAINT "SmsCampaignRecipient_campaignId_fkey" FOREIGN KEY ("campaignId") REFERENCES "SmsCampaign"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260926180000_teams_data_visibility/migration.sql

@@ -0,0 +1,49 @@
+-- AlterTable
+ALTER TABLE "Membership" ADD COLUMN "dataVisibility" TEXT NOT NULL DEFAULT 'own';
+
+-- CreateTable
+CREATE TABLE "Team" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT NOT NULL DEFAULT '',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Team_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "TeamMember" (
+    "id" TEXT NOT NULL,
+    "teamId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "role" TEXT NOT NULL DEFAULT 'member',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "TeamMember_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "Team_organizationId_idx" ON "Team"("organizationId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Team_organizationId_name_key" ON "Team"("organizationId", "name");
+
+-- CreateIndex
+CREATE INDEX "TeamMember_userId_idx" ON "TeamMember"("userId");
+
+-- CreateIndex
+CREATE INDEX "TeamMember_teamId_idx" ON "TeamMember"("teamId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "TeamMember_teamId_userId_key" ON "TeamMember"("teamId", "userId");
+
+-- AddForeignKey
+ALTER TABLE "Team" ADD CONSTRAINT "Team_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TeamMember" ADD CONSTRAINT "TeamMember_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "Team"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TeamMember" ADD CONSTRAINT "TeamMember_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260926190000_woocommerce_connection/migration.sql

@@ -0,0 +1,63 @@
+-- CreateTable
+CREATE TABLE "WooCommerceConnection" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "label" TEXT NOT NULL,
+    "storeUrl" TEXT NOT NULL,
+    "consumerKeyCiphertext" TEXT NOT NULL,
+    "consumerKeyIv" TEXT NOT NULL,
+    "consumerKeyTag" TEXT NOT NULL,
+    "consumerKeyLast4" TEXT NOT NULL DEFAULT '',
+    "consumerSecretCiphertext" TEXT NOT NULL,
+    "consumerSecretIv" TEXT NOT NULL,
+    "consumerSecretTag" TEXT NOT NULL,
+    "webhookSecretCiphertext" TEXT,
+    "webhookSecretIv" TEXT,
+    "webhookSecretTag" TEXT,
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "lastSyncAt" TIMESTAMP(3),
+    "lastHealthAt" TIMESTAMP(3),
+    "lastHealthOk" BOOLEAN,
+    "lastError" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "WooCommerceConnection_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "WooCommerceOrderLink" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "wooOrderId" TEXT NOT NULL,
+    "wooOrderNumber" TEXT,
+    "invoiceId" TEXT NOT NULL,
+    "status" TEXT NOT NULL DEFAULT '',
+    "total" DECIMAL(18,2) NOT NULL DEFAULT 0,
+    "currency" TEXT NOT NULL DEFAULT 'IRR',
+    "rawPayload" JSONB,
+    "syncedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "WooCommerceOrderLink_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "WooCommerceConnection_organizationId_enabled_idx" ON "WooCommerceConnection"("organizationId", "enabled");
+
+-- CreateIndex
+CREATE INDEX "WooCommerceOrderLink_organizationId_syncedAt_idx" ON "WooCommerceOrderLink"("organizationId", "syncedAt");
+
+-- CreateIndex
+CREATE INDEX "WooCommerceOrderLink_invoiceId_idx" ON "WooCommerceOrderLink"("invoiceId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "WooCommerceOrderLink_connectionId_wooOrderId_key" ON "WooCommerceOrderLink"("connectionId", "wooOrderId");
+
+-- AddForeignKey
+ALTER TABLE "WooCommerceConnection" ADD CONSTRAINT "WooCommerceConnection_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "WooCommerceOrderLink" ADD CONSTRAINT "WooCommerceOrderLink_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "WooCommerceConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260927100000_voip_connection/migration.sql

@@ -0,0 +1,61 @@
+-- CreateTable
+CREATE TABLE "VoipConnection" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "label" TEXT NOT NULL,
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "webhookSecretCiphertext" TEXT,
+    "webhookSecretIv" TEXT,
+    "webhookSecretTag" TEXT,
+    "clickToCallUrl" TEXT,
+    "lastEventAt" TIMESTAMP(3),
+    "lastError" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "VoipConnection_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "VoipCallLog" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "externalCallId" TEXT NOT NULL,
+    "direction" TEXT NOT NULL DEFAULT 'inbound',
+    "status" TEXT NOT NULL DEFAULT 'completed',
+    "fromNumber" TEXT,
+    "toNumber" TEXT,
+    "personId" TEXT,
+    "activityId" TEXT,
+    "durationSec" INTEGER,
+    "startedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "endedAt" TIMESTAMP(3),
+    "rawPayload" JSONB,
+    "syncedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "VoipCallLog_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "VoipConnection_organizationId_enabled_idx" ON "VoipConnection"("organizationId", "enabled");
+
+-- CreateIndex
+CREATE INDEX "VoipCallLog_organizationId_syncedAt_idx" ON "VoipCallLog"("organizationId", "syncedAt");
+
+-- CreateIndex
+CREATE INDEX "VoipCallLog_personId_idx" ON "VoipCallLog"("personId");
+
+-- CreateIndex
+CREATE INDEX "VoipCallLog_activityId_idx" ON "VoipCallLog"("activityId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "VoipCallLog_connectionId_externalCallId_key" ON "VoipCallLog"("connectionId", "externalCallId");
+
+-- AddForeignKey
+ALTER TABLE "VoipConnection" ADD CONSTRAINT "VoipConnection_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "VoipCallLog" ADD CONSTRAINT "VoipCallLog_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "VoipConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260927120000_reservations/migration.sql

@@ -0,0 +1,66 @@
+-- CreateTable
+CREATE TABLE "ReservationService" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT NOT NULL DEFAULT '',
+    "durationMinutes" INTEGER NOT NULL DEFAULT 30,
+    "workDays" INTEGER[] DEFAULT ARRAY[0, 1, 2, 3, 4, 5, 6]::INTEGER[],
+    "dayStartHour" INTEGER NOT NULL DEFAULT 9,
+    "dayEndHour" INTEGER NOT NULL DEFAULT 17,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ReservationService_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "ReservationAppointment" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "serviceId" TEXT NOT NULL,
+    "personId" TEXT NOT NULL,
+    "assigneeId" TEXT,
+    "startsAt" TIMESTAMP(3) NOT NULL,
+    "endsAt" TIMESTAMP(3) NOT NULL,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "notes" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ReservationAppointment_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "ReservationService_organizationId_isActive_idx" ON "ReservationService"("organizationId", "isActive");
+
+-- CreateIndex
+CREATE INDEX "ReservationAppointment_organizationId_startsAt_idx" ON "ReservationAppointment"("organizationId", "startsAt");
+
+-- CreateIndex
+CREATE INDEX "ReservationAppointment_organizationId_status_idx" ON "ReservationAppointment"("organizationId", "status");
+
+-- CreateIndex
+CREATE INDEX "ReservationAppointment_serviceId_startsAt_idx" ON "ReservationAppointment"("serviceId", "startsAt");
+
+-- CreateIndex
+CREATE INDEX "ReservationAppointment_personId_idx" ON "ReservationAppointment"("personId");
+
+-- CreateIndex
+CREATE INDEX "ReservationAppointment_assigneeId_startsAt_idx" ON "ReservationAppointment"("assigneeId", "startsAt");
+
+-- AddForeignKey
+ALTER TABLE "ReservationService" ADD CONSTRAINT "ReservationService_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ReservationAppointment" ADD CONSTRAINT "ReservationAppointment_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ReservationAppointment" ADD CONSTRAINT "ReservationAppointment_serviceId_fkey" FOREIGN KEY ("serviceId") REFERENCES "ReservationService"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ReservationAppointment" ADD CONSTRAINT "ReservationAppointment_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ReservationAppointment" ADD CONSTRAINT "ReservationAppointment_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20260927140000_note_visibility_revisions/migration.sql

@@ -0,0 +1,40 @@
+-- AlterTable
+ALTER TABLE "Note" ADD COLUMN "visibility" TEXT NOT NULL DEFAULT 'team';
+
+-- CreateIndex
+CREATE INDEX "Note_organizationId_visibility_idx" ON "Note"("organizationId", "visibility");
+
+-- CreateTable
+CREATE TABLE "NoteRevision" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "noteId" TEXT NOT NULL,
+    "editorId" TEXT,
+    "title" TEXT,
+    "body" TEXT NOT NULL,
+    "noteType" TEXT NOT NULL,
+    "visibility" TEXT NOT NULL DEFAULT 'team',
+    "tags" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "checklist" JSONB,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "NoteRevision_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "NoteRevision_noteId_createdAt_idx" ON "NoteRevision"("noteId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "NoteRevision_organizationId_idx" ON "NoteRevision"("organizationId");
+
+-- CreateIndex
+CREATE INDEX "NoteRevision_editorId_idx" ON "NoteRevision"("editorId");
+
+-- AddForeignKey
+ALTER TABLE "NoteRevision" ADD CONSTRAINT "NoteRevision_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "NoteRevision" ADD CONSTRAINT "NoteRevision_noteId_fkey" FOREIGN KEY ("noteId") REFERENCES "Note"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "NoteRevision" ADD CONSTRAINT "NoteRevision_editorId_fkey" FOREIGN KEY ("editorId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20260927150000_deal_assignees/migration.sql

@@ -0,0 +1,16 @@
+-- CreateTable
+CREATE TABLE "_DealAssignees" (
+    "A" TEXT NOT NULL,
+    "B" TEXT NOT NULL,
+
+    CONSTRAINT "_DealAssignees_AB_pkey" PRIMARY KEY ("A","B")
+);
+
+-- CreateIndex
+CREATE INDEX "_DealAssignees_B_index" ON "_DealAssignees"("B");
+
+-- AddForeignKey
+ALTER TABLE "_DealAssignees" ADD CONSTRAINT "_DealAssignees_A_fkey" FOREIGN KEY ("A") REFERENCES "Deal"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "_DealAssignees" ADD CONSTRAINT "_DealAssignees_B_fkey" FOREIGN KEY ("B") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260927180000_voip_call_summary/migration.sql

@@ -0,0 +1,12 @@
+-- AlterTable
+ALTER TABLE "VoipCallLog" ADD COLUMN "recordingUrl" TEXT;
+ALTER TABLE "VoipCallLog" ADD COLUMN "transcript" TEXT;
+ALTER TABLE "VoipCallLog" ADD COLUMN "summary" TEXT;
+ALTER TABLE "VoipCallLog" ADD COLUMN "summaryStatus" TEXT NOT NULL DEFAULT 'none';
+ALTER TABLE "VoipCallLog" ADD COLUMN "summaryNoteId" TEXT;
+ALTER TABLE "VoipCallLog" ADD COLUMN "summaryError" TEXT;
+ALTER TABLE "VoipCallLog" ADD COLUMN "summaryAttempts" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "VoipCallLog" ADD COLUMN "summaryNextAttemptAt" TIMESTAMP(3);
+
+-- CreateIndex
+CREATE INDEX "VoipCallLog_summaryStatus_summaryNextAttemptAt_idx" ON "VoipCallLog"("summaryStatus", "summaryNextAttemptAt");

apps/api/prisma/migrations/20260927190000_leads_module/migration.sql

@@ -0,0 +1,113 @@
+-- CreateTable
+CREATE TABLE "LeadStage" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "color" TEXT NOT NULL DEFAULT 'teal',
+    "showOnBoard" BOOLEAN NOT NULL DEFAULT true,
+    "isConverted" BOOLEAN NOT NULL DEFAULT false,
+    "isLost" BOOLEAN NOT NULL DEFAULT false,
+    "isUnqualified" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "LeadStage_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Lead" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "contactName" TEXT,
+    "mobile" TEXT NOT NULL,
+    "phone" TEXT,
+    "city" TEXT,
+    "region" TEXT,
+    "trade" TEXT,
+    "source" TEXT,
+    "notes" TEXT,
+    "estimatedValue" DECIMAL(18,2),
+    "stageId" TEXT NOT NULL,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "assigneeId" TEXT,
+    "createdById" TEXT,
+    "lastContactAt" TIMESTAMP(3),
+    "nextFollowUpAt" TIMESTAMP(3),
+    "convertedPersonId" TEXT,
+    "convertedAt" TIMESTAMP(3),
+    "archivedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Lead_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "LeadEvent" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "leadId" TEXT NOT NULL,
+    "type" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "body" TEXT,
+    "meta" JSONB,
+    "actorId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "LeadEvent_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "LeadImportJob" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "createdById" TEXT,
+    "fileName" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "totalCount" INTEGER NOT NULL DEFAULT 0,
+    "processedCount" INTEGER NOT NULL DEFAULT 0,
+    "successCount" INTEGER NOT NULL DEFAULT 0,
+    "duplicateCount" INTEGER NOT NULL DEFAULT 0,
+    "errorCount" INTEGER NOT NULL DEFAULT 0,
+    "rows" JSONB NOT NULL DEFAULT '[]',
+    "errorSamples" JSONB NOT NULL DEFAULT '[]',
+    "startedAt" TIMESTAMP(3),
+    "finishedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "LeadImportJob_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "LeadStage_organizationId_position_idx" ON "LeadStage"("organizationId", "position");
+CREATE UNIQUE INDEX "LeadStage_organizationId_name_key" ON "LeadStage"("organizationId", "name");
+
+CREATE UNIQUE INDEX "Lead_organizationId_mobile_key" ON "Lead"("organizationId", "mobile");
+CREATE INDEX "Lead_organizationId_stageId_position_idx" ON "Lead"("organizationId", "stageId", "position");
+CREATE INDEX "Lead_organizationId_assigneeId_idx" ON "Lead"("organizationId", "assigneeId");
+CREATE INDEX "Lead_organizationId_nextFollowUpAt_idx" ON "Lead"("organizationId", "nextFollowUpAt");
+CREATE INDEX "Lead_organizationId_lastContactAt_idx" ON "Lead"("organizationId", "lastContactAt");
+CREATE INDEX "Lead_organizationId_archivedAt_idx" ON "Lead"("organizationId", "archivedAt");
+CREATE INDEX "Lead_organizationId_createdAt_idx" ON "Lead"("organizationId", "createdAt");
+CREATE INDEX "Lead_organizationId_city_idx" ON "Lead"("organizationId", "city");
+CREATE INDEX "Lead_organizationId_trade_idx" ON "Lead"("organizationId", "trade");
+CREATE INDEX "Lead_organizationId_source_idx" ON "Lead"("organizationId", "source");
+
+CREATE INDEX "LeadEvent_leadId_createdAt_idx" ON "LeadEvent"("leadId", "createdAt");
+CREATE INDEX "LeadEvent_organizationId_createdAt_idx" ON "LeadEvent"("organizationId", "createdAt");
+
+CREATE INDEX "LeadImportJob_organizationId_status_createdAt_idx" ON "LeadImportJob"("organizationId", "status", "createdAt");
+CREATE INDEX "LeadImportJob_status_createdAt_idx" ON "LeadImportJob"("status", "createdAt");
+
+-- AddForeignKey
+ALTER TABLE "LeadStage" ADD CONSTRAINT "LeadStage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "LeadStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "Lead" ADD CONSTRAINT "Lead_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "LeadEvent" ADD CONSTRAINT "LeadEvent_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "LeadEvent" ADD CONSTRAINT "LeadEvent_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "LeadImportJob" ADD CONSTRAINT "LeadImportJob_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260927200000_lead_logo/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Lead" ADD COLUMN IF NOT EXISTS "logoStorageKey" TEXT;

apps/api/prisma/migrations/20260928140000_lead_form_publish_lead/migration.sql

@@ -0,0 +1,21 @@
+-- AlterTable LeadForm: publish → Lead connection
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "createLead" BOOLEAN NOT NULL DEFAULT true;
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "leadStageId" TEXT;
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "duplicateMode" TEXT NOT NULL DEFAULT 'update';
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "viewCount" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "startCount" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "submitCount" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "leadCreateCount" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "LeadForm" ADD COLUMN IF NOT EXISTS "duplicateCount" INTEGER NOT NULL DEFAULT 0;
+
+-- Existing forms: keep person/deal behavior unless already lead-oriented
+ALTER TABLE "LeadForm" ALTER COLUMN "createPerson" SET DEFAULT false;
+ALTER TABLE "LeadForm" ALTER COLUMN "createDeal" SET DEFAULT false;
+
+-- AlterTable LeadFormSubmission
+ALTER TABLE "LeadFormSubmission" ADD COLUMN IF NOT EXISTS "leadId" TEXT;
+ALTER TABLE "LeadFormSubmission" ADD COLUMN IF NOT EXISTS "status" TEXT NOT NULL DEFAULT 'created';
+ALTER TABLE "LeadFormSubmission" ADD COLUMN IF NOT EXISTS "utm" JSONB;
+ALTER TABLE "LeadFormSubmission" ADD COLUMN IF NOT EXISTS "meta" JSONB;
+
+CREATE INDEX IF NOT EXISTS "LeadFormSubmission_leadId_idx" ON "LeadFormSubmission"("leadId");

apps/api/prisma/migrations/20260929103000_conversations/migration.sql

@@ -0,0 +1,45 @@
+-- CreateTable
+CREATE TABLE "ConversationSettings" (
+    "organizationId" TEXT NOT NULL,
+    "chatHost" TEXT NOT NULL,
+    "apiKeyCipher" TEXT NOT NULL,
+    "apiKeyIv" TEXT NOT NULL,
+    "apiKeyTag" TEXT NOT NULL,
+    "uploadUrl" TEXT NOT NULL DEFAULT '',
+    "downloadUrl" TEXT NOT NULL DEFAULT '',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ConversationSettings_pkey" PRIMARY KEY ("organizationId")
+);
+
+-- CreateTable
+CREATE TABLE "ConversationRoom" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "kind" TEXT NOT NULL,
+    "name" TEXT,
+    "dmUserMinId" TEXT,
+    "dmUserMaxId" TEXT,
+    "createdByUserId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ConversationRoom_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationRoom_organizationId_externalRoomId_key" ON "ConversationRoom"("organizationId", "externalRoomId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationRoom_organizationId_dmUserMinId_dmUserMaxId_key" ON "ConversationRoom"("organizationId", "dmUserMinId", "dmUserMaxId");
+
+-- CreateIndex
+CREATE INDEX "ConversationRoom_organizationId_kind_idx" ON "ConversationRoom"("organizationId", "kind");
+
+-- AddForeignKey
+ALTER TABLE "ConversationSettings" ADD CONSTRAINT "ConversationSettings_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ConversationRoom" ADD CONSTRAINT "ConversationRoom_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260929200000_conversation_hidden_messages/migration.sql

@@ -0,0 +1,20 @@
+-- CreateTable
+CREATE TABLE "ConversationHiddenMessage" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "messageId" TEXT NOT NULL,
+    "hiddenByUserId" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "ConversationHiddenMessage_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "ConversationHiddenMessage_organizationId_externalRoomId_idx" ON "ConversationHiddenMessage"("organizationId", "externalRoomId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationHiddenMessage_organizationId_externalRoomId_messageId_key" ON "ConversationHiddenMessage"("organizationId", "externalRoomId", "messageId");
+
+-- AddForeignKey
+ALTER TABLE "ConversationHiddenMessage" ADD CONSTRAINT "ConversationHiddenMessage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260930080000_conversation_hidden_scope/migration.sql

@@ -0,0 +1,8 @@
+-- AlterTable
+ALTER TABLE "ConversationHiddenMessage" ADD COLUMN "scope" TEXT NOT NULL DEFAULT 'all';
+
+-- DropIndex
+DROP INDEX "ConversationHiddenMessage_organizationId_externalRoomId_messageId_key";
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationHiddenMessage_organizationId_externalRoomId_messageId_scope_hiddenByUserId_key" ON "ConversationHiddenMessage"("organizationId", "externalRoomId", "messageId", "scope", "hiddenByUserId");

apps/api/prisma/migrations/20260930120000_conversation_pins/migration.sql

@@ -0,0 +1,42 @@
+-- CreateTable
+CREATE TABLE "ConversationPinnedMessage" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "messageId" TEXT NOT NULL,
+    "preview" TEXT NOT NULL DEFAULT '',
+    "pinnedByUserId" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ConversationPinnedMessage_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "ConversationRoomUserPin" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "ConversationRoomUserPin_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationPinnedMessage_organizationId_externalRoomId_key" ON "ConversationPinnedMessage"("organizationId", "externalRoomId");
+
+-- CreateIndex
+CREATE INDEX "ConversationPinnedMessage_organizationId_externalRoomId_idx" ON "ConversationPinnedMessage"("organizationId", "externalRoomId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationRoomUserPin_organizationId_userId_externalRoomId_key" ON "ConversationRoomUserPin"("organizationId", "userId", "externalRoomId");
+
+-- CreateIndex
+CREATE INDEX "ConversationRoomUserPin_organizationId_userId_idx" ON "ConversationRoomUserPin"("organizationId", "userId");
+
+-- AddForeignKey
+ALTER TABLE "ConversationPinnedMessage" ADD CONSTRAINT "ConversationPinnedMessage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ConversationRoomUserPin" ADD CONSTRAINT "ConversationRoomUserPin_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260930140000_conversation_room_members/migration.sql

@@ -0,0 +1,21 @@
+-- CreateTable
+CREATE TABLE "ConversationRoomMember" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "role" TEXT NOT NULL DEFAULT 'member',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ConversationRoomMember_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ConversationRoomMember_organizationId_externalRoomId_userId_key" ON "ConversationRoomMember"("organizationId", "externalRoomId", "userId");
+
+-- CreateIndex
+CREATE INDEX "ConversationRoomMember_organizationId_externalRoomId_idx" ON "ConversationRoomMember"("organizationId", "externalRoomId");
+
+-- AddForeignKey
+ALTER TABLE "ConversationRoomMember" ADD CONSTRAINT "ConversationRoomMember_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20260930160000_conversation_mute_reactions/migration.sql

@@ -0,0 +1,33 @@
+-- Mute per-user (smart: mentions can still notify)
+CREATE TABLE "ConversationRoomUserMute" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "allowMentions" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ConversationRoomUserMute_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX "ConversationRoomUserMute_organizationId_userId_externalRoomId_key" ON "ConversationRoomUserMute"("organizationId", "userId", "externalRoomId");
+CREATE INDEX "ConversationRoomUserMute_organizationId_userId_idx" ON "ConversationRoomUserMute"("organizationId", "userId");
+ALTER TABLE "ConversationRoomUserMute" ADD CONSTRAINT "ConversationRoomUserMute_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- Message emoji reactions
+CREATE TABLE "ConversationMessageReaction" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "externalRoomId" TEXT NOT NULL,
+    "messageId" TEXT NOT NULL,
+    "emoji" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "ConversationMessageReaction_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX "ConversationMessageReaction_organizationId_externalRoomId_messageId_userId_emoji_key" ON "ConversationMessageReaction"("organizationId", "externalRoomId", "messageId", "userId", "emoji");
+CREATE INDEX "ConversationMessageReaction_organizationId_externalRoomId_idx" ON "ConversationMessageReaction"("organizationId", "externalRoomId");
+ALTER TABLE "ConversationMessageReaction" ADD CONSTRAINT "ConversationMessageReaction_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261001120000_tracking_links_events/migration.sql

@@ -0,0 +1,122 @@
+-- Extend AutomationTrigger
+CREATE TYPE "AutomationTrigger_new" AS ENUM (
+  'person_created',
+  'lead_submitted',
+  'deal_created',
+  'deal_stage_changed',
+  'deal_won',
+  'deal_lost',
+  'ticket_created',
+  'ticket_resolved',
+  'invoice_issued',
+  'invoice_paid',
+  'activity_done',
+  'sms_link_clicked'
+);
+
+ALTER TABLE "AutomationRule"
+  ALTER COLUMN "trigger" TYPE "AutomationTrigger_new"
+  USING ("trigger"::text::"AutomationTrigger_new");
+
+ALTER TYPE "AutomationTrigger" RENAME TO "AutomationTrigger_old";
+ALTER TYPE "AutomationTrigger_new" RENAME TO "AutomationTrigger";
+DROP TYPE "AutomationTrigger_old";
+
+-- Extend MessageAutomationTrigger
+CREATE TYPE "MessageAutomationTrigger_new" AS ENUM (
+  'person_created',
+  'lead_submitted',
+  'deal_created',
+  'deal_stage_changed',
+  'deal_won',
+  'deal_lost',
+  'ticket_created',
+  'ticket_resolved',
+  'invoice_issued',
+  'invoice_paid',
+  'activity_created',
+  'activity_done',
+  'sms_link_clicked'
+);
+
+ALTER TABLE "MessageAutomationRule"
+  ALTER COLUMN "trigger" TYPE "MessageAutomationTrigger_new"
+  USING ("trigger"::text::"MessageAutomationTrigger_new");
+
+ALTER TABLE "MessageAutomationJob"
+  ALTER COLUMN "trigger" TYPE "MessageAutomationTrigger_new"
+  USING ("trigger"::text::"MessageAutomationTrigger_new");
+
+ALTER TYPE "MessageAutomationTrigger" RENAME TO "MessageAutomationTrigger_old";
+ALTER TYPE "MessageAutomationTrigger_new" RENAME TO "MessageAutomationTrigger";
+DROP TYPE "MessageAutomationTrigger_old";
+
+-- Recipient: optional leadId for future Lead campaigns
+ALTER TABLE "SmsCampaignRecipient" ADD COLUMN "leadId" TEXT;
+CREATE INDEX "SmsCampaignRecipient_personId_idx" ON "SmsCampaignRecipient"("personId");
+CREATE INDEX "SmsCampaignRecipient_leadId_idx" ON "SmsCampaignRecipient"("leadId");
+
+-- TrackingLink
+CREATE TABLE "TrackingLink" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "token" TEXT NOT NULL,
+    "originalUrl" TEXT NOT NULL,
+    "channel" TEXT NOT NULL DEFAULT 'sms',
+    "sourceType" TEXT NOT NULL,
+    "sourceId" TEXT NOT NULL,
+    "recipientType" TEXT,
+    "recipientId" TEXT,
+    "smsRecipientId" TEXT,
+    "personId" TEXT,
+    "leadId" TEXT,
+    "clickCount" INTEGER NOT NULL DEFAULT 0,
+    "firstClickedAt" TIMESTAMP(3),
+    "lastClickedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "TrackingLink_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX "TrackingLink_token_key" ON "TrackingLink"("token");
+CREATE INDEX "TrackingLink_organizationId_sourceType_sourceId_idx" ON "TrackingLink"("organizationId", "sourceType", "sourceId");
+CREATE INDEX "TrackingLink_organizationId_personId_idx" ON "TrackingLink"("organizationId", "personId");
+CREATE INDEX "TrackingLink_organizationId_leadId_idx" ON "TrackingLink"("organizationId", "leadId");
+CREATE INDEX "TrackingLink_smsRecipientId_idx" ON "TrackingLink"("smsRecipientId");
+CREATE INDEX "TrackingLink_token_idx" ON "TrackingLink"("token");
+
+ALTER TABLE "TrackingLink" ADD CONSTRAINT "TrackingLink_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "TrackingLink" ADD CONSTRAINT "TrackingLink_smsRecipientId_fkey" FOREIGN KEY ("smsRecipientId") REFERENCES "SmsCampaignRecipient"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "TrackingLink" ADD CONSTRAINT "TrackingLink_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "TrackingLink" ADD CONSTRAINT "TrackingLink_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- TrackingEvent
+CREATE TABLE "TrackingEvent" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "trackingLinkId" TEXT,
+    "eventType" TEXT NOT NULL,
+    "channel" TEXT NOT NULL DEFAULT 'sms',
+    "sourceType" TEXT,
+    "sourceId" TEXT,
+    "recipientType" TEXT,
+    "recipientId" TEXT,
+    "personId" TEXT,
+    "leadId" TEXT,
+    "occurredAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "metadata" JSONB,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "TrackingEvent_pkey" PRIMARY KEY ("id")
+);
+
+CREATE INDEX "TrackingEvent_organizationId_eventType_occurredAt_idx" ON "TrackingEvent"("organizationId", "eventType", "occurredAt");
+CREATE INDEX "TrackingEvent_organizationId_sourceType_sourceId_eventType_idx" ON "TrackingEvent"("organizationId", "sourceType", "sourceId", "eventType");
+CREATE INDEX "TrackingEvent_organizationId_personId_eventType_idx" ON "TrackingEvent"("organizationId", "personId", "eventType");
+CREATE INDEX "TrackingEvent_organizationId_leadId_eventType_idx" ON "TrackingEvent"("organizationId", "leadId", "eventType");
+CREATE INDEX "TrackingEvent_trackingLinkId_occurredAt_idx" ON "TrackingEvent"("trackingLinkId", "occurredAt");
+
+ALTER TABLE "TrackingEvent" ADD CONSTRAINT "TrackingEvent_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "TrackingEvent" ADD CONSTRAINT "TrackingEvent_trackingLinkId_fkey" FOREIGN KEY ("trackingLinkId") REFERENCES "TrackingLink"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "TrackingEvent" ADD CONSTRAINT "TrackingEvent_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "TrackingEvent" ADD CONSTRAINT "TrackingEvent_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261003120000_person_lead_address_instagram/migration.sql

@@ -0,0 +1,7 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "instagram" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "addresses" JSONB NOT NULL DEFAULT '[]';
+
+-- AlterTable
+ALTER TABLE "Lead" ADD COLUMN IF NOT EXISTS "instagram" TEXT;
+ALTER TABLE "Lead" ADD COLUMN IF NOT EXISTS "addresses" JSONB NOT NULL DEFAULT '[]';

apps/api/prisma/migrations/20261003140000_org_role_parent/migration.sql

@@ -0,0 +1,17 @@
+-- OrgRole hierarchy (parent / child sub-roles)
+ALTER TABLE "OrgRole" ADD COLUMN IF NOT EXISTS "parentId" TEXT;
+
+CREATE INDEX IF NOT EXISTS "OrgRole_parentId_idx" ON "OrgRole"("parentId");
+CREATE INDEX IF NOT EXISTS "OrgRole_organizationId_parentId_idx" ON "OrgRole"("organizationId", "parentId");
+
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = 'OrgRole_parentId_fkey'
+  ) THEN
+    ALTER TABLE "OrgRole"
+      ADD CONSTRAINT "OrgRole_parentId_fkey"
+      FOREIGN KEY ("parentId") REFERENCES "OrgRole"("id")
+      ON DELETE RESTRICT ON UPDATE CASCADE;
+  END IF;
+END $$;

apps/api/prisma/migrations/20261003150000_activity_assignees/migration.sql

@@ -0,0 +1,35 @@
+-- Multi-assignee support for activities (implicit many-to-many)
+CREATE TABLE IF NOT EXISTS "_ActivityAssignees" (
+    "A" TEXT NOT NULL,
+    "B" TEXT NOT NULL
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS "_ActivityAssignees_AB_unique" ON "_ActivityAssignees"("A", "B");
+CREATE INDEX IF NOT EXISTS "_ActivityAssignees_B_index" ON "_ActivityAssignees"("B");
+
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = '_ActivityAssignees_A_fkey'
+  ) THEN
+    ALTER TABLE "_ActivityAssignees"
+      ADD CONSTRAINT "_ActivityAssignees_A_fkey"
+      FOREIGN KEY ("A") REFERENCES "Activity"("id")
+      ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = '_ActivityAssignees_B_fkey'
+  ) THEN
+    ALTER TABLE "_ActivityAssignees"
+      ADD CONSTRAINT "_ActivityAssignees_B_fkey"
+      FOREIGN KEY ("B") REFERENCES "User"("id")
+      ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+END $$;
+
+-- Backfill from legacy single assigneeId
+INSERT INTO "_ActivityAssignees" ("A", "B")
+SELECT a."id", a."assigneeId"
+FROM "Activity" a
+WHERE a."assigneeId" IS NOT NULL
+ON CONFLICT DO NOTHING;

apps/api/prisma/migrations/20261004120000_person_import_source_previous_name/migration.sql

@@ -0,0 +1,27 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousFirstName" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousLastName" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "importSource" TEXT NOT NULL DEFAULT 'manual';
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "sourceRef" TEXT;
+
+-- CreateIndex
+CREATE INDEX IF NOT EXISTS "Person_organizationId_importSource_idx" ON "Person"("organizationId", "importSource");
+CREATE INDEX IF NOT EXISTS "Person_organizationId_sourceRef_idx" ON "Person"("organizationId", "sourceRef");
+
+-- Backfill from legacy customFields / notes
+UPDATE "Person"
+SET
+  "importSource" = 'didar',
+  "sourceRef" = COALESCE(NULLIF(BTRIM("sourceRef"), ''), NULLIF(BTRIM("customFields"->>'didarId'), ''))
+WHERE COALESCE(BTRIM("customFields"->>'didarId'), '') <> '';
+
+UPDATE "Person"
+SET "importSource" = 'tahesab'
+WHERE "importSource" = 'manual'
+  AND notes ILIKE '%ته‌حساب%';
+
+UPDATE "Person"
+SET "importSource" = 'excel'
+WHERE "importSource" = 'manual'
+  AND COALESCE(BTRIM("customFields"->>'customerCode'), '') <> ''
+  AND COALESCE(BTRIM("customFields"->>'didarId'), '') = '';

apps/api/prisma/migrations/20261005090000_user_table_preferences/migration.sql

@@ -0,0 +1,22 @@
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "UserTablePreference" (
+    "id" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "tableKey" TEXT NOT NULL,
+    "hiddenColumns" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "UserTablePreference_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX IF NOT EXISTS "UserTablePreference_userId_organizationId_tableKey_key" ON "UserTablePreference"("userId", "organizationId", "tableKey");
+CREATE INDEX IF NOT EXISTS "UserTablePreference_userId_organizationId_idx" ON "UserTablePreference"("userId", "organizationId");
+
+-- AddForeignKey
+DO $$ BEGIN
+  ALTER TABLE "UserTablePreference" ADD CONSTRAINT "UserTablePreference_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL;
+END $$;

apps/api/prisma/migrations/20261005180000_person_previous_source/migration.sql

@@ -0,0 +1,14 @@
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousImportSource" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousSourceRef" TEXT;
+
+CREATE INDEX IF NOT EXISTS "Person_organizationId_previousSourceRef_idx" ON "Person"("organizationId", "previousSourceRef");
+
+-- اشخاصی که قبلاً از دیدار آمده‌اند و بعد با ته‌حساب بازنویسی شده‌اند: کد دیدار را به‌عنوان کد قبلی بازیابی کن
+UPDATE "Person"
+SET "previousImportSource" = 'didar',
+    "previousSourceRef" = TRIM("customFields"->>'didarId')
+WHERE "importSource" = 'tahesab'
+  AND "previousSourceRef" IS NULL
+  AND "customFields" IS NOT NULL
+  AND jsonb_typeof("customFields") = 'object'
+  AND COALESCE(TRIM("customFields"->>'didarId'), '') <> '';

apps/api/prisma/migrations/20261006090000_company_didar_fields/migration.sql

@@ -0,0 +1,33 @@
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "code" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "importSource" TEXT NOT NULL DEFAULT 'manual';
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "sourceRef" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "economicCode" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "registrationNumber" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "otherPhones" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "fax" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "otherEmails" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "province" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "city" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "postalCode" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "groupName" TEXT;
+ALTER TABLE "Company" ADD COLUMN IF NOT EXISTS "registeredAt" TIMESTAMP(3);
+
+CREATE INDEX IF NOT EXISTS "Company_organizationId_sourceRef_idx" ON "Company"("organizationId", "sourceRef");
+CREATE INDEX IF NOT EXISTS "Company_organizationId_code_idx" ON "Company"("organizationId", "code");
+
+-- شرکت‌هایی که از ورود اشخاص دیدار ساخته شده‌اند: کد دیدار شرکت را از customFields اشخاص بازیابی کن
+UPDATE "Company" c
+SET "sourceRef" = sub.didar_code,
+    "importSource" = 'didar'
+FROM (
+  SELECT DISTINCT ON (p."companyId")
+         p."companyId" AS company_id,
+         TRIM(p."customFields"->>'companyDidarId') AS didar_code
+  FROM "Person" p
+  WHERE p."companyId" IS NOT NULL
+    AND jsonb_typeof(p."customFields") = 'object'
+    AND COALESCE(TRIM(p."customFields"->>'companyDidarId'), '') <> ''
+  ORDER BY p."companyId", p."createdAt"
+) sub
+WHERE c."id" = sub.company_id
+  AND c."sourceRef" IS NULL;

apps/api/prisma/migrations/20261006130000_activity_reminder_sent_at/migration.sql

@@ -0,0 +1,3 @@
+ALTER TABLE "Activity" ADD COLUMN IF NOT EXISTS "reminderSentAt" TIMESTAMP(3);
+
+CREATE INDEX IF NOT EXISTS "Activity_reminderAt_reminderSentAt_idx" ON "Activity"("reminderAt", "reminderSentAt");

apps/api/prisma/migrations/20261006150000_membership_visibility_scopes/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "Membership" ADD COLUMN IF NOT EXISTS "dataVisibilityScopes" JSONB NOT NULL DEFAULT '{}';

apps/api/prisma/migrations/20261006170000_deal_didar_fields/migration.sql

@@ -0,0 +1,20 @@
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "code" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "importSource" TEXT NOT NULL DEFAULT 'manual';
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "sourceRef" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "probability" INTEGER;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "sourceDetail" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "referrer" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "lostNote" TEXT;
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "closedAt" TIMESTAMP(3);
+ALTER TABLE "Deal" ADD COLUMN IF NOT EXISTS "createdById" TEXT;
+
+DO $$ BEGIN
+  ALTER TABLE "Deal" ADD CONSTRAINT "Deal_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL;
+END $$;
+
+CREATE INDEX IF NOT EXISTS "Deal_organizationId_sourceRef_idx" ON "Deal"("organizationId", "sourceRef");
+
+UPDATE "Deal"
+SET "importSource" = 'didar', "sourceRef" = "customFields"->>'didarId'
+WHERE "sourceRef" IS NULL AND COALESCE("customFields"->>'didarId', '') <> '';

apps/api/prisma/migrations/20261006190000_montify_integration/migration.sql

@@ -0,0 +1,162 @@
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "MontifyConnection" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "label" TEXT NOT NULL,
+    "baseUrl" TEXT NOT NULL,
+    "storeId" TEXT NOT NULL DEFAULT '',
+    "tokenCiphertext" TEXT NOT NULL,
+    "tokenIv" TEXT NOT NULL,
+    "tokenTag" TEXT NOT NULL,
+    "tokenLast4" TEXT NOT NULL DEFAULT '',
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "webhookRemoteId" TEXT,
+    "webhookSecretCiphertext" TEXT,
+    "webhookSecretIv" TEXT,
+    "webhookSecretTag" TEXT,
+    "customersCursor" TIMESTAMP(3),
+    "syncStatus" TEXT NOT NULL DEFAULT 'idle',
+    "syncStartedAt" TIMESTAMP(3),
+    "lastSyncAt" TIMESTAMP(3),
+    "lastSyncResult" JSONB,
+    "lastHealthAt" TIMESTAMP(3),
+    "lastHealthOk" BOOLEAN,
+    "lastError" TEXT,
+    "lastWebhookAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "MontifyConnection_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "MontifyLink" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "entityType" TEXT NOT NULL,
+    "externalId" TEXT NOT NULL,
+    "entityId" TEXT NOT NULL,
+    "externalUpdatedAt" TIMESTAMP(3),
+    "ordersSyncedAt" TIMESTAMP(3),
+    "data" JSONB,
+    "syncedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "MontifyLink_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "MontifyOrder" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "externalId" TEXT NOT NULL,
+    "customerExternalId" TEXT,
+    "personId" TEXT,
+    "orderReference" TEXT,
+    "orderStatus" TEXT,
+    "paymentStatus" TEXT,
+    "paymentType" TEXT,
+    "totalPrice" DECIMAL(20,2),
+    "discountTotalPrice" DECIMAL(20,2),
+    "totalDiscounts" DECIMAL(20,2),
+    "totalTax" DECIMAL(20,2),
+    "totalQty" DECIMAL(14,3),
+    "profit" DECIMAL(20,2),
+    "percentProfit" DECIMAL(10,3),
+    "sumGold" DECIMAL(14,3),
+    "sumSilver" DECIMAL(14,3),
+    "address" JSONB,
+    "note" TEXT,
+    "cancelReason" TEXT,
+    "cancelledAt" TIMESTAMP(3),
+    "closedAt" TIMESTAMP(3),
+    "codeDiscount" TEXT,
+    "items" JSONB NOT NULL DEFAULT '[]',
+    "externalCreatedAt" TIMESTAMP(3),
+    "externalUpdatedAt" TIMESTAMP(3),
+    "deletedAt" TIMESTAMP(3),
+    "raw" JSONB,
+    "syncedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "MontifyOrder_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "MontifyTransaction" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "externalId" TEXT NOT NULL,
+    "customerExternalId" TEXT,
+    "personId" TEXT,
+    "type" TEXT,
+    "amount" DECIMAL(24,4),
+    "currency" TEXT,
+    "status" TEXT,
+    "referenceCode" TEXT,
+    "externalCreatedAt" TIMESTAMP(3),
+    "raw" JSONB,
+    "syncedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "MontifyTransaction_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "MontifyWebhookDelivery" (
+    "id" TEXT NOT NULL,
+    "connectionId" TEXT NOT NULL,
+    "deliveryId" TEXT NOT NULL,
+    "event" TEXT NOT NULL,
+    "status" TEXT NOT NULL DEFAULT 'received',
+    "error" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "MontifyWebhookDelivery_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX IF NOT EXISTS "MontifyConnection_organizationId_enabled_idx" ON "MontifyConnection"("organizationId", "enabled");
+CREATE UNIQUE INDEX IF NOT EXISTS "MontifyLink_connectionId_entityType_externalId_key" ON "MontifyLink"("connectionId", "entityType", "externalId");
+CREATE INDEX IF NOT EXISTS "MontifyLink_organizationId_entityType_entityId_idx" ON "MontifyLink"("organizationId", "entityType", "entityId");
+CREATE UNIQUE INDEX IF NOT EXISTS "MontifyOrder_connectionId_externalId_key" ON "MontifyOrder"("connectionId", "externalId");
+CREATE INDEX IF NOT EXISTS "MontifyOrder_organizationId_personId_idx" ON "MontifyOrder"("organizationId", "personId");
+CREATE INDEX IF NOT EXISTS "MontifyOrder_organizationId_externalCreatedAt_idx" ON "MontifyOrder"("organizationId", "externalCreatedAt");
+CREATE UNIQUE INDEX IF NOT EXISTS "MontifyTransaction_connectionId_externalId_key" ON "MontifyTransaction"("connectionId", "externalId");
+CREATE INDEX IF NOT EXISTS "MontifyTransaction_organizationId_personId_idx" ON "MontifyTransaction"("organizationId", "personId");
+CREATE UNIQUE INDEX IF NOT EXISTS "MontifyWebhookDelivery_connectionId_deliveryId_key" ON "MontifyWebhookDelivery"("connectionId", "deliveryId");
+CREATE INDEX IF NOT EXISTS "MontifyWebhookDelivery_connectionId_createdAt_idx" ON "MontifyWebhookDelivery"("connectionId", "createdAt");
+
+-- AddForeignKey
+DO $$ BEGIN
+  ALTER TABLE "MontifyConnection" ADD CONSTRAINT "MontifyConnection_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "MontifyLink" ADD CONSTRAINT "MontifyLink_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "MontifyConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "MontifyOrder" ADD CONSTRAINT "MontifyOrder_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "MontifyConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "MontifyTransaction" ADD CONSTRAINT "MontifyTransaction_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "MontifyConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+DO $$ BEGIN
+  ALTER TABLE "MontifyWebhookDelivery" ADD CONSTRAINT "MontifyWebhookDelivery_connectionId_fkey" FOREIGN KEY ("connectionId") REFERENCES "MontifyConnection"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+EXCEPTION WHEN duplicate_object THEN NULL; END $$;
+
+-- ماژول جدید برای محیط‌هایی که فهرست ماژول ذخیره‌شده دارند و ووکامرس فعال است
+UPDATE "Organization"
+SET "enabledModules" = array_append("enabledModules", 'montify')
+WHERE cardinality("enabledModules") > 0
+  AND 'woocommerce' = ANY("enabledModules")
+  AND NOT ('montify' = ANY("enabledModules"));

apps/api/prisma/migrations/20261006190000_routines/migration.sql

@@ -0,0 +1,247 @@
+-- CreateEnum
+CREATE TYPE "RoutineTaskStatus" AS ENUM ('todo', 'in_progress', 'completed', 'overdue', 'skipped', 'cancelled');
+
+-- CreateEnum
+CREATE TYPE "RoutineRecurrence" AS ENUM ('daily', 'weekdays', 'weekly', 'biweekly', 'monthly', 'every_n_days', 'specific_dates');
+
+-- CreateEnum
+CREATE TYPE "RoutineTaskSource" AS ENUM ('routine', 'manual', 'follow_up', 'lead', 'customer', 'deal');
+
+-- CreateTable
+CREATE TABLE "RoutineCategory" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "color" TEXT NOT NULL DEFAULT '#14b8a6',
+    "sortOrder" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "RoutineCategory_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Routine" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "description" TEXT,
+    "assigneeId" TEXT,
+    "teamId" TEXT,
+    "categoryId" TEXT,
+    "priority" "ActivityPriority" NOT NULL DEFAULT 'medium',
+    "timeOfDay" TEXT NOT NULL DEFAULT '09:00',
+    "durationMinutes" INTEGER,
+    "startDate" DATE NOT NULL,
+    "endDate" DATE,
+    "recurrence" "RoutineRecurrence" NOT NULL DEFAULT 'daily',
+    "weekdays" INTEGER[] DEFAULT ARRAY[]::INTEGER[],
+    "intervalDays" INTEGER,
+    "monthDay" INTEGER,
+    "specificDates" DATE[],
+    "isMandatory" BOOLEAN NOT NULL DEFAULT true,
+    "allowSkip" BOOLEAN NOT NULL DEFAULT false,
+    "skipReasonRequired" BOOLEAN NOT NULL DEFAULT true,
+    "reportRequired" BOOLEAN NOT NULL DEFAULT false,
+    "allowAfterDeadline" BOOLEAN NOT NULL DEFAULT true,
+    "carryOverOverdue" BOOLEAN NOT NULL DEFAULT false,
+    "entityLink" TEXT NOT NULL DEFAULT 'none',
+    "reminderMinutesBefore" INTEGER,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdById" TEXT,
+    "deletedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Routine_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "RoutineTask" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "routineId" TEXT,
+    "assigneeId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "description" TEXT,
+    "categoryId" TEXT,
+    "priority" "ActivityPriority" NOT NULL DEFAULT 'medium',
+    "status" "RoutineTaskStatus" NOT NULL DEFAULT 'todo',
+    "scheduledFor" DATE NOT NULL,
+    "dueAt" TIMESTAMP(3),
+    "startedAt" TIMESTAMP(3),
+    "completedAt" TIMESTAMP(3),
+    "resultNote" TEXT,
+    "skipReason" TEXT,
+    "source" "RoutineTaskSource" NOT NULL DEFAULT 'manual',
+    "isMandatory" BOOLEAN NOT NULL DEFAULT false,
+    "leadId" TEXT,
+    "personId" TEXT,
+    "companyId" TEXT,
+    "dealId" TEXT,
+    "invoiceId" TEXT,
+    "activityId" TEXT,
+    "reminderAt" TIMESTAMP(3),
+    "reminderSentAt" TIMESTAMP(3),
+    "overdueNotifiedAt" TIMESTAMP(3),
+    "createdById" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "RoutineTask_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "RoutineTaskEvent" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "taskId" TEXT NOT NULL,
+    "actorId" TEXT,
+    "type" TEXT NOT NULL,
+    "fromStatus" "RoutineTaskStatus",
+    "toStatus" "RoutineTaskStatus",
+    "note" TEXT,
+    "meta" JSONB NOT NULL DEFAULT '{}',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "RoutineTaskEvent_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "RoutineUserSettings" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "remindBeforeMinutes" INTEGER DEFAULT 30,
+    "endOfDaySummary" BOOLEAN NOT NULL DEFAULT true,
+    "overdueAlert" BOOLEAN NOT NULL DEFAULT true,
+    "summaryHour" INTEGER NOT NULL DEFAULT 16,
+    "lastSummaryOn" DATE,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "RoutineUserSettings_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "RoutineCategory_organizationId_sortOrder_idx" ON "RoutineCategory"("organizationId", "sortOrder");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "RoutineCategory_organizationId_name_key" ON "RoutineCategory"("organizationId", "name");
+
+-- CreateIndex
+CREATE INDEX "Routine_organizationId_isActive_deletedAt_idx" ON "Routine"("organizationId", "isActive", "deletedAt");
+
+-- CreateIndex
+CREATE INDEX "Routine_assigneeId_idx" ON "Routine"("assigneeId");
+
+-- CreateIndex
+CREATE INDEX "Routine_teamId_idx" ON "Routine"("teamId");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_organizationId_assigneeId_scheduledFor_idx" ON "RoutineTask"("organizationId", "assigneeId", "scheduledFor");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_organizationId_status_dueAt_idx" ON "RoutineTask"("organizationId", "status", "dueAt");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_reminderAt_reminderSentAt_idx" ON "RoutineTask"("reminderAt", "reminderSentAt");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_leadId_idx" ON "RoutineTask"("leadId");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_personId_idx" ON "RoutineTask"("personId");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_companyId_idx" ON "RoutineTask"("companyId");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_dealId_idx" ON "RoutineTask"("dealId");
+
+-- CreateIndex
+CREATE INDEX "RoutineTask_activityId_idx" ON "RoutineTask"("activityId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "RoutineTask_routineId_assigneeId_scheduledFor_key" ON "RoutineTask"("routineId", "assigneeId", "scheduledFor");
+
+-- CreateIndex
+CREATE INDEX "RoutineTaskEvent_taskId_createdAt_idx" ON "RoutineTaskEvent"("taskId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "RoutineTaskEvent_organizationId_createdAt_idx" ON "RoutineTaskEvent"("organizationId", "createdAt");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "RoutineUserSettings_organizationId_userId_key" ON "RoutineUserSettings"("organizationId", "userId");
+
+-- AddForeignKey
+ALTER TABLE "RoutineCategory" ADD CONSTRAINT "RoutineCategory_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Routine" ADD CONSTRAINT "Routine_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Routine" ADD CONSTRAINT "Routine_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Routine" ADD CONSTRAINT "Routine_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "Team"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Routine" ADD CONSTRAINT "Routine_categoryId_fkey" FOREIGN KEY ("categoryId") REFERENCES "RoutineCategory"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Routine" ADD CONSTRAINT "Routine_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_routineId_fkey" FOREIGN KEY ("routineId") REFERENCES "Routine"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_assigneeId_fkey" FOREIGN KEY ("assigneeId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_categoryId_fkey" FOREIGN KEY ("categoryId") REFERENCES "RoutineCategory"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_invoiceId_fkey" FOREIGN KEY ("invoiceId") REFERENCES "Invoice"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_activityId_fkey" FOREIGN KEY ("activityId") REFERENCES "Activity"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTask" ADD CONSTRAINT "RoutineTask_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTaskEvent" ADD CONSTRAINT "RoutineTaskEvent_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTaskEvent" ADD CONSTRAINT "RoutineTaskEvent_taskId_fkey" FOREIGN KEY ("taskId") REFERENCES "RoutineTask"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineTaskEvent" ADD CONSTRAINT "RoutineTaskEvent_actorId_fkey" FOREIGN KEY ("actorId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineUserSettings" ADD CONSTRAINT "RoutineUserSettings_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RoutineUserSettings" ADD CONSTRAINT "RoutineUserSettings_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+
+-- Enable the new routines module for organizations with an explicit module list
+UPDATE "Organization"
+SET "enabledModules" = array_append("enabledModules", 'routines')
+WHERE cardinality("enabledModules") > 0 AND NOT ('routines' = ANY("enabledModules"));

apps/api/prisma/migrations/20261006200000_rename_default_pipeline/migration.sql

@@ -0,0 +1,2 @@
+-- Rename the default sales pipeline: «کاریز فروش» → «مسیر فروش»
+UPDATE "Pipeline" SET "name" = 'مسیر فروش' WHERE "name" = 'کاریز فروش';

apps/api/prisma/migrations/20261007090000_activity_stages/migration.sql

@@ -0,0 +1,31 @@
+-- CreateTable
+CREATE TABLE "ActivityStage" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "color" TEXT NOT NULL DEFAULT 'green',
+    "kind" "ActivityStatus" NOT NULL DEFAULT 'open',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ActivityStage_pkey" PRIMARY KEY ("id")
+);
+
+-- AlterTable
+ALTER TABLE "Activity" ADD COLUMN "stageId" TEXT;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityStage_organizationId_name_key" ON "ActivityStage"("organizationId", "name");
+
+-- CreateIndex
+CREATE INDEX "ActivityStage_organizationId_position_idx" ON "ActivityStage"("organizationId", "position");
+
+-- CreateIndex
+CREATE INDEX "Activity_stageId_idx" ON "Activity"("stageId");
+
+-- AddForeignKey
+ALTER TABLE "ActivityStage" ADD CONSTRAINT "ActivityStage_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "ActivityStage"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261007100000_activity_type_defs/migration.sql

@@ -0,0 +1,37 @@
+-- AlterTable
+ALTER TABLE "Activity" ADD COLUMN     "fields" JSONB,
+ADD COLUMN     "participantIds" TEXT[] DEFAULT ARRAY[]::TEXT[],
+ADD COLUMN     "typeDefId" TEXT;
+
+-- CreateTable
+CREATE TABLE "ActivityTypeDef" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "baseType" "ActivityType" NOT NULL DEFAULT 'task',
+    "icon" TEXT NOT NULL DEFAULT 'check',
+    "color" TEXT NOT NULL DEFAULT 'green',
+    "fields" JSONB NOT NULL DEFAULT '[]',
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "isSystem" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ActivityTypeDef_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "ActivityTypeDef_organizationId_position_idx" ON "ActivityTypeDef"("organizationId", "position");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ActivityTypeDef_organizationId_name_key" ON "ActivityTypeDef"("organizationId", "name");
+
+-- CreateIndex
+CREATE INDEX "Activity_typeDefId_idx" ON "Activity"("typeDefId");
+
+-- AddForeignKey
+ALTER TABLE "ActivityTypeDef" ADD CONSTRAINT "ActivityTypeDef_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_typeDefId_fkey" FOREIGN KEY ("typeDefId") REFERENCES "ActivityTypeDef"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261008120000_gamification/migration.sql

@@ -0,0 +1,255 @@
+-- CreateTable
+CREATE TABLE "GamificationSettings" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "levels" JSONB NOT NULL DEFAULT '[]',
+    "monthlyGoal" INTEGER NOT NULL DEFAULT 1500,
+    "showFullLeaderboard" BOOLEAN NOT NULL DEFAULT true,
+    "enabledAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationSettings_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationRule" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT,
+    "event" TEXT NOT NULL,
+    "score" INTEGER NOT NULL DEFAULT 0,
+    "coins" INTEGER NOT NULL DEFAULT 0,
+    "conditions" JSONB NOT NULL DEFAULT '[]',
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "maxPerDay" INTEGER,
+    "maxCoinsPerDay" INTEGER,
+    "maxPerUser" INTEGER,
+    "cooldownMinutes" INTEGER,
+    "oncePerEntity" BOOLEAN NOT NULL DEFAULT false,
+    "firstTimeOnly" BOOLEAN NOT NULL DEFAULT false,
+    "requiresApproval" BOOLEAN NOT NULL DEFAULT false,
+    "roles" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "teamIds" TEXT[] DEFAULT ARRAY[]::TEXT[],
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationRule_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationTransaction" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "kind" TEXT NOT NULL,
+    "event" TEXT,
+    "ruleId" TEXT,
+    "bonusId" TEXT,
+    "badgeId" TEXT,
+    "score" INTEGER NOT NULL DEFAULT 0,
+    "coins" INTEGER NOT NULL DEFAULT 0,
+    "status" TEXT NOT NULL DEFAULT 'approved',
+    "title" TEXT NOT NULL,
+    "entityType" TEXT,
+    "entityId" TEXT,
+    "entityTitle" TEXT,
+    "idempotencyKey" TEXT,
+    "reason" TEXT,
+    "createdById" TEXT,
+    "decidedById" TEXT,
+    "decidedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "GamificationTransaction_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationWallet" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "score" INTEGER NOT NULL DEFAULT 0,
+    "coins" INTEGER NOT NULL DEFAULT 0,
+    "coinsEarned" INTEGER NOT NULL DEFAULT 0,
+    "bestMonthScore" INTEGER NOT NULL DEFAULT 0,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationWallet_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationReward" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT,
+    "cost" INTEGER NOT NULL,
+    "icon" TEXT NOT NULL DEFAULT 'gift',
+    "color" TEXT NOT NULL DEFAULT '#14b8a6',
+    "stock" INTEGER,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "requiresApproval" BOOLEAN NOT NULL DEFAULT true,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationReward_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationRedemption" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "rewardId" TEXT NOT NULL,
+    "cost" INTEGER NOT NULL,
+    "status" TEXT NOT NULL DEFAULT 'pending',
+    "note" TEXT,
+    "decisionNote" TEXT,
+    "decidedById" TEXT,
+    "decidedAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationRedemption_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationBadge" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT,
+    "icon" TEXT NOT NULL DEFAULT 'medal',
+    "color" TEXT NOT NULL DEFAULT '#f59e0b',
+    "metric" TEXT NOT NULL,
+    "event" TEXT,
+    "threshold" INTEGER NOT NULL,
+    "coins" INTEGER NOT NULL DEFAULT 0,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationBadge_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationUserBadge" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "badgeId" TEXT NOT NULL,
+    "userId" TEXT NOT NULL,
+    "earnedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "GamificationUserBadge_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "GamificationBonus" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT,
+    "kind" TEXT NOT NULL,
+    "event" TEXT,
+    "threshold" INTEGER NOT NULL DEFAULT 1,
+    "period" TEXT NOT NULL DEFAULT 'month',
+    "score" INTEGER NOT NULL DEFAULT 0,
+    "coins" INTEGER NOT NULL DEFAULT 0,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "GamificationBonus_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "GamificationSettings_organizationId_key" ON "GamificationSettings"("organizationId");
+
+-- CreateIndex
+CREATE INDEX "GamificationRule_organizationId_event_isActive_idx" ON "GamificationRule"("organizationId", "event", "isActive");
+
+-- CreateIndex
+CREATE INDEX "GamificationTransaction_organizationId_createdAt_idx" ON "GamificationTransaction"("organizationId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "GamificationTransaction_organizationId_userId_createdAt_idx" ON "GamificationTransaction"("organizationId", "userId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "GamificationTransaction_organizationId_ruleId_userId_create_idx" ON "GamificationTransaction"("organizationId", "ruleId", "userId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "GamificationTransaction_organizationId_status_idx" ON "GamificationTransaction"("organizationId", "status");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "GamificationTransaction_organizationId_idempotencyKey_key" ON "GamificationTransaction"("organizationId", "idempotencyKey");
+
+-- CreateIndex
+CREATE INDEX "GamificationWallet_organizationId_score_idx" ON "GamificationWallet"("organizationId", "score");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "GamificationWallet_organizationId_userId_key" ON "GamificationWallet"("organizationId", "userId");
+
+-- CreateIndex
+CREATE INDEX "GamificationReward_organizationId_isActive_idx" ON "GamificationReward"("organizationId", "isActive");
+
+-- CreateIndex
+CREATE INDEX "GamificationRedemption_organizationId_status_idx" ON "GamificationRedemption"("organizationId", "status");
+
+-- CreateIndex
+CREATE INDEX "GamificationRedemption_organizationId_userId_idx" ON "GamificationRedemption"("organizationId", "userId");
+
+-- CreateIndex
+CREATE INDEX "GamificationBadge_organizationId_isActive_idx" ON "GamificationBadge"("organizationId", "isActive");
+
+-- CreateIndex
+CREATE INDEX "GamificationUserBadge_organizationId_userId_idx" ON "GamificationUserBadge"("organizationId", "userId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "GamificationUserBadge_badgeId_userId_key" ON "GamificationUserBadge"("badgeId", "userId");
+
+-- CreateIndex
+CREATE INDEX "GamificationBonus_organizationId_isActive_idx" ON "GamificationBonus"("organizationId", "isActive");
+
+-- AddForeignKey
+ALTER TABLE "GamificationSettings" ADD CONSTRAINT "GamificationSettings_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationRule" ADD CONSTRAINT "GamificationRule_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationTransaction" ADD CONSTRAINT "GamificationTransaction_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationWallet" ADD CONSTRAINT "GamificationWallet_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationReward" ADD CONSTRAINT "GamificationReward_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationRedemption" ADD CONSTRAINT "GamificationRedemption_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationRedemption" ADD CONSTRAINT "GamificationRedemption_rewardId_fkey" FOREIGN KEY ("rewardId") REFERENCES "GamificationReward"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationBadge" ADD CONSTRAINT "GamificationBadge_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationUserBadge" ADD CONSTRAINT "GamificationUserBadge_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationUserBadge" ADD CONSTRAINT "GamificationUserBadge_badgeId_fkey" FOREIGN KEY ("badgeId") REFERENCES "GamificationBadge"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "GamificationBonus" ADD CONSTRAINT "GamificationBonus_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- Enable the new module for orgs with an explicit module list
+UPDATE "Organization"
+SET "enabledModules" = array_append("enabledModules", 'gamification')
+WHERE cardinality("enabledModules") > 0 AND NOT ('gamification' = ANY("enabledModules"));

apps/api/prisma/migrations/20261011120000_automation_branches/migration.sql

@@ -0,0 +1,25 @@
+-- AlterTable
+ALTER TABLE "Activity" ADD COLUMN     "leadId" TEXT;
+
+-- CreateTable
+CREATE TABLE "AutomationCursor" (
+    "id" TEXT NOT NULL,
+    "ruleId" TEXT NOT NULL,
+    "stepId" TEXT NOT NULL,
+    "counter" INTEGER NOT NULL DEFAULT 0,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "AutomationCursor_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "Activity_leadId_idx" ON "Activity"("leadId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "AutomationCursor_ruleId_stepId_key" ON "AutomationCursor"("ruleId", "stepId");
+
+-- AddForeignKey
+ALTER TABLE "Activity" ADD CONSTRAINT "Activity_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "AutomationCursor" ADD CONSTRAINT "AutomationCursor_ruleId_fkey" FOREIGN KEY ("ruleId") REFERENCES "AutomationRule"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/migrations/20261013140000_person_lead_birth_date/migration.sql

@@ -0,0 +1,5 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN "birthDate" TIMESTAMP(3);
+
+-- AlterTable
+ALTER TABLE "Lead" ADD COLUMN "birthDate" TIMESTAMP(3);

apps/api/prisma/migrations/20261013210000_deletion_archive/migration.sql

@@ -0,0 +1,20 @@
+ALTER TABLE "Organization" ADD COLUMN "deletionRetention" TEXT NOT NULL DEFAULT 'never';
+
+CREATE TABLE "DeletionArchive" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "model" TEXT NOT NULL,
+    "entityId" TEXT NOT NULL,
+    "label" TEXT NOT NULL,
+    "snapshot" JSONB NOT NULL,
+    "deletedById" TEXT,
+    "deletedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "DeletionArchive_pkey" PRIMARY KEY ("id")
+);
+
+CREATE INDEX "DeletionArchive_organizationId_deletedAt_idx" ON "DeletionArchive"("organizationId", "deletedAt");
+CREATE INDEX "DeletionArchive_organizationId_model_idx" ON "DeletionArchive"("organizationId", "model");
+
+ALTER TABLE "DeletionArchive" ADD CONSTRAINT "DeletionArchive_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "DeletionArchive" ADD CONSTRAINT "DeletionArchive_deletedById_fkey" FOREIGN KEY ("deletedById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;

apps/api/prisma/migrations/20261015120000_prior_data_archive/migration.sql

@@ -0,0 +1,19 @@
+-- بایگانی اطلاعات قبل: مرز محیط، مجوز عضو، و منبع فعالیت
+ALTER TABLE "Organization" ADD COLUMN "priorArchiveEnabledAt" TIMESTAMP(3);
+
+ALTER TABLE "Membership" ADD COLUMN "priorArchiveEnabled" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Membership" ADD COLUMN "priorArchiveLens" TEXT NOT NULL DEFAULT 'current';
+
+ALTER TABLE "Activity" ADD COLUMN "importSource" TEXT NOT NULL DEFAULT 'manual';
+
+CREATE INDEX "Activity_organizationId_importSource_idx" ON "Activity"("organizationId", "importSource");
+
+-- فعالیت وصل به معاملهٔ دیدار از همین حالا قبلی است. بقیه بعد از روشن شدن ماژول و با تاریخ مرز پر می‌شوند.
+UPDATE "Activity" AS a
+SET "importSource" = 'didar'
+WHERE a."importSource" = 'manual'
+  AND a."dealId" IS NOT NULL
+  AND EXISTS (
+    SELECT 1 FROM "Deal" AS d
+    WHERE d."id" = a."dealId" AND d."importSource" = 'didar'
+  );

apps/api/prisma/migrations/20261017130000_prior_archive_promote_cutoff/migration.sql

@@ -0,0 +1,8 @@
+-- Prior archive: promote tag + cutoff query indexes
+ALTER TABLE "Deal" ADD COLUMN "promotedFromPriorAt" TIMESTAMP(3);
+
+ALTER TABLE "Activity" ADD COLUMN "promotedFromPriorAt" TIMESTAMP(3);
+
+CREATE INDEX "Deal_organizationId_createdAt_idx" ON "Deal"("organizationId", "createdAt");
+
+CREATE INDEX "Activity_organizationId_createdAt_idx" ON "Activity"("organizationId", "createdAt");

apps/api/prisma/seed.ts

@@ -335,7 +335,7 @@ async function main() {
     pipeline = await prisma.pipeline.create({
       data: {
         organizationId: org.id,
-        name: 'کاریز فروش',
+        name: 'مسیر فروش',
         isDefault: true,
         stages: {
           create: DEFAULT_STAGES.map((s, index) => ({
@@ -354,13 +354,13 @@ async function main() {
   }
 
   const servicesPipeline = await prisma.pipeline.findFirst({
-    where: { organizationId: org.id, name: 'کاریز خدمات' },
+    where: { organizationId: org.id, name: 'مسیر خدمات' },
   });
   if (!servicesPipeline) {
     await prisma.pipeline.create({
       data: {
         organizationId: org.id,
-        name: 'کاریز خدمات',
+        name: 'مسیر خدمات',
         isDefault: false,
         stages: {
           create: DEFAULT_STAGES.map((s, index) => ({
@@ -377,7 +377,7 @@ async function main() {
     console.log('Services pipeline already seeded');
   }
 
-  // کاریز منتظر — مطابق طراحی UI (۳ مرحله + معاملات نمونه)
+  // مسیر منتظر — مطابق طراحی UI (۳ مرحله + معاملات نمونه)
   const WAITING_STAGES = [
     { name: 'پیگیری', isWon: false, isLost: false },
     { name: 'مذاکرات اولیه', isWon: false, isLost: false },
@@ -483,7 +483,7 @@ async function main() {
   ];
 
   let waitingPipeline = await prisma.pipeline.findFirst({
-    where: { organizationId: org.id, name: 'کاریز منتظر' },
+    where: { organizationId: org.id, name: 'مسیر منتظر' },
     include: { stages: { orderBy: { position: 'asc' } } },
   });
 
@@ -491,7 +491,7 @@ async function main() {
     waitingPipeline = await prisma.pipeline.create({
       data: {
         organizationId: org.id,
-        name: 'کاریز منتظر',
+        name: 'مسیر منتظر',
         isDefault: false,
         stages: {
           create: WAITING_STAGES.map((s, index) => ({
@@ -504,7 +504,7 @@ async function main() {
       },
       include: { stages: { orderBy: { position: 'asc' } } },
     });
-    console.log('Seeded waiting pipeline (کاریز منتظر)');
+    console.log('Seeded waiting pipeline (مسیر منتظر)');
   } else {
     console.log('Waiting pipeline already seeded');
   }
@@ -534,7 +534,7 @@ async function main() {
           expectedCloseAt: new Date(d.expectedCloseAt),
           ownerId: owner?.id,
           position: d.position,
-          tags: ['دمو-کاریز'],
+          tags: ['دمو-مسیر'],
         };
       }),
     });
@@ -763,7 +763,7 @@ async function main() {
         {
           organizationId: org.id,
           authorId: owner?.id,
-          body: 'در دمو نوا روی گزارش کاریز خیلی حساس بودند. نسخه چاپی PDF را آماده کنیم.',
+          body: 'در دمو نوا روی گزارش مسیر فروش خیلی حساس بودند. نسخه چاپی PDF را آماده کنیم.',
           noteType: 'call_result',
           color: 'sky',
           tags: ['دمو'],
@@ -971,7 +971,7 @@ async function main() {
     };
 
     await ensure('deal_moved', {
-      title: 'جابه‌جایی معامله در کاریز',
+      title: 'جابه‌جایی معامله در مسیر فروش',
       body: sampleDeal
         ? `«${sampleDeal.title}» به مرحله جدید منتقل شد`
         : 'یک معامله جابه‌جا شد',

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

@@ -1,4 +1,4 @@
-import { Injectable } from '@nestjs/common';
+import { BadRequestException, Injectable } from '@nestjs/common';
 import type { ActivityType, ImportContactsResult } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
@@ -16,35 +16,60 @@ import {
   writeXlsx,
   type ExcelPreviewResult,
 } from '../common/excel';
+import {
+  beginExcelImportPrepare,
+  chunkImportMeta,
+  createExcelImportCacheSession,
+  destroyExcelImportSession,
+  getExcelImportPrepareStatus,
+  getExcelImportSessionCaches,
+  resolveExcelImportChunk,
+  type ExcelImportLookupCaches,
+  type ExcelImportSessionStatus,
+} from '../common/excel-import-session';
+import type { ImportActivityRowsDto } from './dto';
 
-const ACTIVITY_COLUMNS = [
-  { header: '_type', key: '_type', width: 12 },
-  { header: 'نوع فعالیت', key: 'kind', width: 16 },
-  { header: 'عنوان فعالیت', key: 'title', width: 24 },
-  { header: 'متن فعالیت', key: 'body', width: 36 },
-  { header: 'نتیجه فعالیت', key: 'result', width: 20 },
-  { header: 'مسئول اجرا فعالیت', key: 'assignee', width: 18 },
-  { header: 'ثبت کننده فعالیت', key: 'creator', width: 18 },
-  { header: 'تاریخ برنامه ریزی شده اجرا فعالیت', key: 'dueDate', width: 18 },
-  { header: 'زمان برنامه ریزی شده اجرا فعالیت', key: 'dueTime', width: 14 },
-  { header: 'وضعیت اجرای فعالیت', key: 'status', width: 16 },
-  { header: 'تاریخ انجام شدن فعالیت', key: 'doneDate', width: 16 },
-  { header: 'کد معامله فعالیت', key: 'dealCode', width: 14 },
-  { header: 'کد کارت فعالیت', key: 'cardCode', width: 14 },
-  { header: 'زمان انجام شدن فعالیت', key: 'doneTime', width: 14 },
-  { header: 'اشخاص فعالیت', key: 'personName', width: 18 },
-  { header: 'کد اشخاص فعالیت', key: 'personCode', width: 14 },
-  { header: 'موبایل اشخاص فعالیت', key: 'personMobile', width: 16 },
-  { header: 'شرکت های فعالیت', key: 'companyName', width: 20 },
-  { header: 'کد شرکت های فعالیت', key: 'companyCode', width: 14 },
-  { header: 'معامله فعالیت_1', key: 'dealTitle', width: 24 },
-  { header: 'کارت فعالیت_1', key: 'cardTitle', width: 20 },
-  { header: 'هشتگ', key: 'hashtag', width: 16 },
-];
+/** ترتیب دقیق خروجی فعالیت دیدار — برای فایل‌های بدون ردیف هدر */
+const DIDAR_ACTIVITY_POSITIONAL = [
+  { key: '_type', label: '_type' },
+  { key: 'kind', label: 'نوع فعالیت' },
+  { key: 'title', label: 'عنوان فعالیت' },
+  { key: 'body', label: 'متن فعالیت' },
+  { key: 'result', label: 'نتیجه فعالیت' },
+  { key: 'assignee', label: 'مسئول اجرا فعالیت' },
+  { key: 'creator', label: 'ثبت کننده فعالیت' },
+  { key: 'dueDate', label: 'تاریخ برنامه ریزی شده اجرا فعالیت' },
+  { key: 'dueTime', label: 'زمان برنامه ریزی شده اجرا فعالیت' },
+  { key: 'status', label: 'وضعیت اجرای فعالیت' },
+  { key: 'doneDate', label: 'تاریخ انجام شدن فعالیت' },
+  { key: 'dealCode', label: 'کد معامله فعالیت' },
+  { key: 'cardCode', label: 'کد کارت فعالیت' },
+  { key: 'doneTime', label: 'زمان انجام شدن فعالیت' },
+  { key: 'personName', label: 'اشخاص فعالیت' },
+  { key: 'personCode', label: 'کد اشخاص فعالیت' },
+  { key: 'personMobile', label: 'موبایل اشخاص فعالیت' },
+  { key: 'companyName', label: 'شرکت های فعالیت' },
+  { key: 'companyCode', label: 'کد شرکت های فعالیت' },
+  { key: 'dealTitle', label: 'معامله فعالیت_1' },
+  { key: 'cardTitle', label: 'کارت فعالیت_1' },
+  { key: 'hashtag', label: 'هشتگ' },
+] as const;
+
+const ACTIVITY_COLUMNS = DIDAR_ACTIVITY_POSITIONAL.map((c) => ({
+  header: c.label,
+  key: c.key,
+  width:
+    c.key === 'body' || c.key === 'result'
+      ? 36
+      : c.key === 'title' || c.key === 'dealTitle'
+        ? 24
+        : 16,
+}));
 
 const ACTIVITY_ALIASES: Record<string, string> = {
   _type: '_type',
   type: '_type',
+  activity: '_type',
   نوعفعالیت: 'kind',
   عنوانفعالیت: 'title',
   عنوان: 'title',
@@ -65,10 +90,27 @@ const ACTIVITY_ALIASES: Record<string, string> = {
   شرکتهایفعالیت: 'companyName',
   کدشرکتهایفعالیت: 'companyCode',
   معاملهفعالیت1: 'dealTitle',
+  معاملهفعالیت_1: 'dealTitle',
   کارتفعالیت1: 'cardTitle',
+  کارتفعالیت_1: 'cardTitle',
   هشتگ: 'hashtag',
 };
 
+function looksLikeDidarActivityHeaderless(firstRow: string[]) {
+  const first = (firstRow[0] ?? '').trim().toLowerCase();
+  if (first !== 'activity' && first !== '_type') return false;
+  const kind = (firstRow[1] ?? '').trim();
+  return /تماس|پیگیری|جلسه|یادداشت|ملاقات|call|task|meeting|note|پیام/i.test(kind);
+}
+
+const ACTIVITY_EXCEL_OPTIONS = {
+  positionalColumns: DIDAR_ACTIVITY_POSITIONAL.map((c) => ({
+    key: c.key,
+    label: c.label,
+  })),
+  detectHeaderless: looksLikeDidarActivityHeaderless,
+};
+
 const TYPE_LABEL: Record<ActivityType, string> = {
   call: 'تماس با مشتری',
   meeting: 'جلسه',
@@ -109,6 +151,7 @@ export class ActivitiesExcelService {
         company: { select: { id: true, name: true } },
         deal: { select: { id: true, title: true } },
         assignee: { select: { fullName: true } },
+        assignees: { select: { fullName: true } },
         createdBy: { select: { fullName: true } },
       },
       orderBy: [{ dueAt: 'desc' }, { createdAt: 'desc' }],
@@ -124,7 +167,9 @@ export class ActivitiesExcelService {
         title: row.title,
         body: row.description ?? '',
         result: '',
-        assignee: row.assignee?.fullName ?? '',
+        assignee: row.assignees?.length
+          ? row.assignees.map((a) => a.fullName).join('، ')
+          : (row.assignee?.fullName ?? ''),
         creator: row.createdBy?.fullName ?? '',
         dueDate: formatJalaliDate(row.dueAt),
         dueTime: formatClock(row.dueAt),
@@ -148,20 +193,199 @@ export class ActivitiesExcelService {
   }
 
   preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
-    return previewExcel(file, ACTIVITY_ALIASES, excelFieldsFromColumns(ACTIVITY_COLUMNS, ['title']));
+    return previewExcel(
+      file,
+      ACTIVITY_ALIASES,
+      excelFieldsFromColumns(ACTIVITY_COLUMNS, ['title']),
+      ACTIVITY_EXCEL_OPTIONS,
+    );
+  }
+
+  /**
+   * آپلود فوری + پارس در پس‌زمینه (جلوگیری از ۵۰۲ nginx روی فایل‌های بزرگ).
+   * وضعیت را با prepareStatus پول کنید.
+   */
+  prepare(
+    actor: Actor,
+    file: Express.Multer.File,
+    mappingRaw?: string,
+  ): ImportContactsResult {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    const mapping = parseExcelMapping(mappingRaw);
+    const sessionId = beginExcelImportPrepare(
+      actor.organizationId,
+      file.buffer,
+      (f) =>
+        readMappedRows(f, ACTIVITY_ALIASES, mapping, ACTIVITY_EXCEL_OPTIONS),
+    );
+    return {
+      created: 0,
+      skipped: 0,
+      errors: [],
+      sessionId,
+      status: 'parsing',
+      total: 0,
+      parsed: 0,
+      processed: 0,
+      hasMore: true,
+      nextOffset: 0,
+    };
+  }
+
+  prepareStatus(
+    actor: Actor,
+    sessionId: string,
+  ): ExcelImportSessionStatus {
+    return getExcelImportPrepareStatus(sessionId, actor.organizationId);
   }
 
   async import(
     actor: Actor,
-    file: Express.Multer.File,
+    file: Express.Multer.File | undefined,
     mappingRaw?: string,
+    chunk?: { sessionId?: string; offset?: string | number; limit?: string | number },
   ): Promise<ImportContactsResult> {
-    const rows = await readMappedRows(file, ACTIVITY_ALIASES, parseExcelMapping(mappingRaw));
     const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    let ctx;
+    try {
+      ctx = await resolveExcelImportChunk({
+        organizationId: actor.organizationId,
+        file,
+        sessionId: chunk?.sessionId,
+        offset: chunk?.offset,
+        limit: chunk?.limit,
+        loadRows: () =>
+          readMappedRows(
+            file!,
+            ACTIVITY_ALIASES,
+            parseExcelMapping(mappingRaw),
+            ACTIVITY_EXCEL_OPTIONS,
+          ),
+      });
+    } catch (e) {
+      if (e instanceof BadRequestException) throw e;
+      const message =
+        e instanceof Error ? e.message : 'خواندن فایل اکسل ناموفق بود';
+      result.errors.push({ row: 1, message });
+      return result;
+    }
 
-    for (let i = 0; i < rows.length; i++) {
-      const row = rows[i]!;
-      const rowNum = i + 2;
+    const MAX_ROWS = 100_000;
+    if (ctx.total > MAX_ROWS) {
+      destroyExcelImportSession(ctx.sessionId);
+      result.errors.push({
+        row: 1,
+        message: `فایل بیش از ${MAX_ROWS} ردیف دارد. فایل را تقسیم کنید.`,
+      });
+      return { ...result, hasMore: false, total: ctx.total, processed: 0 };
+    }
+
+    const caches = getExcelImportSessionCaches(ctx.sessionId, actor.organizationId);
+    await this.processActivityRows(
+      actor,
+      ctx.slice,
+      ctx.offset,
+      result,
+      caches,
+      { skipDuplicateCheck: false },
+    );
+
+    return { ...result, ...chunkImportMeta(ctx) };
+  }
+
+  /**
+   * ایمپورت تکه‌ای JSON از مرورگر — فایل اکسل روی سرور آپلود/پارس نمی‌شود.
+   */
+  async importRows(
+    actor: Actor,
+    dto: ImportActivityRowsDto,
+  ): Promise<ImportContactsResult> {
+    const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    const rows = Array.isArray(dto.rows) ? dto.rows : [];
+    if (!rows.length) {
+      result.errors.push({ row: 1, message: 'ردیف ارسال‌شده خالی است' });
+      return result;
+    }
+    if (rows.length > 80) {
+      result.errors.push({ row: 1, message: 'حداکثر ۸۰ ردیف در هر درخواست' });
+      return result;
+    }
+
+    const total = Math.max(0, Number(dto.total) || 0);
+    const offset = Math.max(0, Number(dto.offset) || 0);
+    let sessionId = (dto.sessionId ?? '').trim();
+    if (!sessionId) {
+      sessionId = createExcelImportCacheSession(actor.organizationId);
+    }
+
+    const caches = getExcelImportSessionCaches(sessionId, actor.organizationId);
+    await this.processActivityRows(actor, rows, offset, result, caches, {
+      // برای فایل‌های خیلی بزرگ، بررسی تکراری هر ردیف درخواست را طولانی و ۵۰۲ می‌کند
+      skipDuplicateCheck: total > 2000,
+    });
+
+    const processed = offset + rows.length;
+    const hasMore = total > 0 ? processed < total : false;
+    if (!hasMore) destroyExcelImportSession(sessionId);
+
+    return {
+      ...result,
+      sessionId: hasMore ? sessionId : undefined,
+      total,
+      processed,
+      hasMore,
+      nextOffset: hasMore ? processed : undefined,
+    };
+  }
+
+  private async processActivityRows(
+    actor: Actor,
+    slice: Array<Record<string, string>>,
+    offset: number,
+    result: ImportContactsResult,
+    caches: ExcelImportLookupCaches,
+    opts: { skipDuplicateCheck: boolean },
+  ) {
+    const resolveUser = async (name?: string) => {
+      const key = (name ?? '').trim().toLowerCase();
+      if (!key) return null;
+      if (caches.user.has(key)) return caches.user.get(key) ?? null;
+      const id = await this.findUserId(actor.organizationId, name);
+      caches.user.set(key, id);
+      return id;
+    };
+    const resolvePerson = async (row: Record<string, string>) => {
+      const mobile = normalizePhone(row.personMobile);
+      const name = (row.personName ?? '').trim().toLowerCase();
+      const key = mobile ? `m:${mobile}` : name ? `n:${name}` : '';
+      if (!key) return null;
+      if (caches.person.has(key)) return caches.person.get(key) ?? null;
+      const id = await this.findPersonId(actor.organizationId, row);
+      caches.person.set(key, id);
+      return id;
+    };
+    const resolveCompany = async (name?: string) => {
+      const key = (name ?? '').trim().toLowerCase();
+      if (!key) return null;
+      if (caches.company.has(key)) return caches.company.get(key) ?? null;
+      const id = await this.findCompanyId(actor.organizationId, name);
+      caches.company.set(key, id);
+      return id;
+    };
+    const resolveDeal = async (title?: string) => {
+      const key = (title ?? '').trim().toLowerCase();
+      if (!key) return null;
+      if (caches.deal.has(key)) return caches.deal.get(key) ?? null;
+      const id = await this.findDealId(actor.organizationId, title);
+      caches.deal.set(key, id);
+      return id;
+    };
+
+    for (let i = 0; i < slice.length; i++) {
+      const row = slice[i]!;
+      const rowNum = offset + i + 2;
       if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'activity') {
         continue;
       }
@@ -179,31 +403,40 @@ export class ActivitiesExcelService {
       const status = parseStatus(row.status);
 
       try {
-        const personId = await this.findPersonId(actor.organizationId, row);
-        const companyId = await this.findCompanyId(actor.organizationId, row.companyName);
-        const dealId = await this.findDealId(actor.organizationId, row.dealTitle);
-        const assigneeId =
-          (await this.findUserId(actor.organizationId, row.assignee)) ?? actor.userId;
+        const personId = await resolvePerson(row);
+        const companyId = await resolveCompany(row.companyName);
+        const dealId = await resolveDeal(row.dealTitle);
+        const assigneeNames = String(row.assignee ?? '')
+          .split(/[,،]/)
+          .map((s) => s.trim())
+          .filter(Boolean);
+        const assigneeIds: string[] = [];
+        for (const name of assigneeNames) {
+          const uid = await resolveUser(name);
+          if (uid && !assigneeIds.includes(uid)) assigneeIds.push(uid);
+        }
+        if (!assigneeIds.length) assigneeIds.push(actor.userId);
+        const assigneeId = assigneeIds[0]!;
         const creatorId =
-          (await this.findUserId(actor.organizationId, row.creator)) ?? actor.userId;
+          (await resolveUser(row.creator)) ?? actor.userId;
 
-        const duplicate = dueAt
-          ? await this.prisma.activity.findFirst({
-              where: {
-                organizationId: actor.organizationId,
-                title,
-                dueAt,
-                personId: personId ?? null,
-              },
-              select: { id: true },
-            })
-          : null;
-        if (duplicate) {
-          result.skipped += 1;
-          continue;
+        if (!opts.skipDuplicateCheck && dueAt) {
+          const duplicate = await this.prisma.activity.findFirst({
+            where: {
+              organizationId: actor.organizationId,
+              title,
+              dueAt,
+              personId: personId ?? null,
+            },
+            select: { id: true },
+          });
+          if (duplicate) {
+            result.skipped += 1;
+            continue;
+          }
         }
 
-        await this.prisma.activity.create({
+        const created = await this.prisma.activity.create({
           data: {
             organizationId: actor.organizationId,
             title,
@@ -220,7 +453,20 @@ export class ActivitiesExcelService {
             assigneeId,
             createdById: creatorId,
           },
+          select: { id: true },
         });
+        if (assigneeIds.length > 1) {
+          try {
+            await this.prisma.activity.update({
+              where: { id: created.id },
+              data: {
+                assignees: { set: assigneeIds.map((id) => ({ id })) },
+              },
+            });
+          } catch {
+            /* assigneeId به‌تنهایی کافی است */
+          }
+        }
         result.created += 1;
       } catch (e) {
         result.errors.push({
@@ -229,8 +475,6 @@ export class ActivitiesExcelService {
         });
       }
     }
-
-    return result;
   }
 
   private async findPersonId(organizationId: string, row: Record<string, string>) {

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

@@ -1,4 +1,5 @@
 import {
+  BadRequestException,
   Body,
   Controller,
   Delete,
@@ -17,28 +18,147 @@ import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RolesGuard } from '../auth/roles.guard';
+import { Roles } from '../auth/roles.decorator';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { ActivitiesService } from './activities.service';
 import { ActivitiesExcelService } from './activities-excel.service';
+import { ActivityStagesService } from './activity-stages.service';
+import { ActivityTypesService } from './activity-types.service';
 import {
   CreateActivityDto,
+  CreateActivityStageDto,
+  CreateActivityTypeDto,
+  ImportActivityRowsDto,
   ListActivitiesQueryDto,
+  MoveActivityStageDto,
+  ReorderActivityStagesDto,
+  ReorderActivityTypesDto,
   UpdateActivityDto,
+  UpdateActivityStageDto,
+  UpdateActivityTypeDto,
 } from './dto';
 import { brand } from '@mento/shared';
 
+const excelUpload = FileInterceptor('file', {
+  storage: memoryStorage(),
+  limits: { fileSize: 15_000_000 },
+});
+
 @Controller('activities')
 @UseGuards(JwtAuthGuard)
 export class ActivitiesController {
   constructor(
     private readonly activitiesService: ActivitiesService,
     private readonly excelService: ActivitiesExcelService,
+    private readonly stagesService: ActivityStagesService,
+    private readonly typesService: ActivityTypesService,
   ) {}
 
   @Get('summary')
-  summary(@CurrentUser() user: Actor) {
-    return this.activitiesService.summary(user.organizationId, user);
+  summary(
+    @CurrentUser() user: Actor,
+    @Query('desk') desk?: string,
+  ) {
+    const scope = desk === 'mine' || desk === 'team' ? desk : undefined;
+    return this.activitiesService.summary(user.organizationId, user, scope);
+  }
+
+  @Get('stages')
+  listStages(@CurrentUser() user: Actor) {
+    return this.stagesService.list(user.organizationId);
+  }
+
+  @Post('stages')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createStage(@CurrentUser() user: Actor, @Body() dto: CreateActivityStageDto) {
+    return this.stagesService.create(user.organizationId, dto);
+  }
+
+  @Patch('stages/reorder')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  reorderStages(@CurrentUser() user: Actor, @Body() dto: ReorderActivityStagesDto) {
+    return this.stagesService.reorder(user.organizationId, dto.stageIds);
+  }
+
+  @Patch('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateStage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateActivityStageDto,
+  ) {
+    return this.stagesService.update(user.organizationId, id, dto);
+  }
+
+  @Delete('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeStage(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.stagesService.remove(user.organizationId, id);
+    return { ok: true };
+  }
+
+  @Get('types')
+  listTypes(@CurrentUser() user: Actor) {
+    return this.typesService.list(user.organizationId);
+  }
+
+  @Post('types')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createType(@CurrentUser() user: Actor, @Body() dto: CreateActivityTypeDto) {
+    return this.typesService.create(user.organizationId, dto);
+  }
+
+  @Patch('types/reorder')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  reorderTypes(@CurrentUser() user: Actor, @Body() dto: ReorderActivityTypesDto) {
+    return this.typesService.reorder(user.organizationId, dto.typeIds);
+  }
+
+  @Patch('types/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateType(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateActivityTypeDto,
+  ) {
+    return this.typesService.update(user.organizationId, id, dto);
+  }
+
+  @Delete('types/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeType(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.typesService.remove(user.organizationId, id);
+    return { ok: true };
+  }
+
+  @Get('stage-counts')
+  stageCounts(
+    @CurrentUser() user: Actor,
+    @Query() query: ListActivitiesQueryDto,
+  ) {
+    return this.activitiesService.stageCounts(
+      user.organizationId,
+      user,
+      query.filter ?? 'all',
+      query.q,
+      query.desk,
+      {
+        type: query.type,
+        typeDefId: query.typeDefId,
+        status: query.status,
+        assigneeId: query.assigneeId,
+      },
+    );
   }
 
   @Get()
@@ -57,11 +177,20 @@ export class ActivitiesController {
         personId: query.personId,
         companyId: query.companyId,
         dealId: query.dealId,
+        leadId: query.leadId,
       },
       {
         from: query.from,
         to: query.to,
       },
+      query.desk,
+      {
+        type: query.type,
+        typeDefId: query.typeDefId,
+        status: query.status,
+        assigneeId: query.assigneeId,
+      },
+      query.stageId ? { stageId: query.stageId } : undefined,
     );
   }
 
@@ -80,29 +209,61 @@ export class ActivitiesController {
   }
 
   @Post('import/preview')
-  @UseInterceptors(
-    FileInterceptor('file', {
-      storage: memoryStorage(),
-      limits: { fileSize: 15_000_000 },
-    }),
-  )
-  importPreview(@UploadedFile() file: Express.Multer.File) {
+  @UseInterceptors(excelUpload)
+  importPreview(@UploadedFile() file?: Express.Multer.File) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
     return this.excelService.preview(file);
   }
 
-  @Post('import')
-  @UseInterceptors(
-    FileInterceptor('file', {
-      storage: memoryStorage(),
-      limits: { fileSize: 15_000_000 },
-    }),
-  )
-  import(
+  @Post('import/prepare')
+  @UseInterceptors(excelUpload)
+  importPrepare(
     @CurrentUser() user: Actor,
-    @UploadedFile() file: Express.Multer.File,
+    @UploadedFile() file?: Express.Multer.File,
     @Body('mapping') mapping?: string,
   ) {
-    return this.excelService.import(user, file, mapping);
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.prepare(user, file, mapping);
+  }
+
+  @Get('import/prepare/:sessionId')
+  importPrepareStatus(
+    @CurrentUser() user: Actor,
+    @Param('sessionId') sessionId: string,
+  ) {
+    return this.excelService.prepareStatus(user, sessionId);
+  }
+
+  @Post('import/rows')
+  importRows(
+    @CurrentUser() user: Actor,
+    @Body() dto: ImportActivityRowsDto,
+  ) {
+    return this.excelService.importRows(user, dto);
+  }
+
+  @Post('import')
+  @UseInterceptors(excelUpload)
+  import(
+    @CurrentUser() user: Actor,
+    @UploadedFile() file?: Express.Multer.File,
+    @Body('mapping') mapping?: string,
+    @Body('sessionId') sessionId?: string,
+    @Body('offset') offset?: string,
+    @Body('limit') limit?: string,
+  ) {
+    if (!file?.buffer?.length && !sessionId) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.import(user, file, mapping, {
+      sessionId,
+      offset,
+      limit,
+    });
   }
 
   @Get(':id')
@@ -110,6 +271,11 @@ export class ActivitiesController {
     return this.activitiesService.get(user.organizationId, id, user);
   }
 
+  @Post(':id/promote-from-prior')
+  promoteFromPrior(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.activitiesService.promoteFromPrior(user, id);
+  }
+
   @Post()
   create(@CurrentUser() user: Actor, @Body() dto: CreateActivityDto) {
     return this.activitiesService.create(
@@ -129,6 +295,15 @@ export class ActivitiesController {
     return this.activitiesService.update(user.organizationId, id, user, dto);
   }
 
+  @Patch(':id/stage')
+  moveStage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: MoveActivityStageDto,
+  ) {
+    return this.activitiesService.moveToStage(user.organizationId, id, user, dto.stageId);
+  }
+
   @Patch(':id/complete')
   complete(@CurrentUser() user: Actor, @Param('id') id: string) {
     return this.activitiesService.complete(user.organizationId, id, user);

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

@@ -2,6 +2,8 @@ import { Module } from '@nestjs/common';
 import { ActivitiesController } from './activities.controller';
 import { ActivitiesService } from './activities.service';
 import { ActivitiesExcelService } from './activities-excel.service';
+import { ActivityStagesService } from './activity-stages.service';
+import { ActivityTypesService } from './activity-types.service';
 import { NotificationsModule } from '../notifications/notifications.module';
 import { AutomationsModule } from '../automations/automations.module';
 import { MessageAutomationsModule } from '../message-automations/message-automations.module';
@@ -9,7 +11,12 @@ import { MessageAutomationsModule } from '../message-automations/message-automat
 @Module({
   imports: [NotificationsModule, AutomationsModule, MessageAutomationsModule],
   controllers: [ActivitiesController],
-  providers: [ActivitiesService, ActivitiesExcelService],
-  exports: [ActivitiesService],
+  providers: [
+    ActivitiesService,
+    ActivitiesExcelService,
+    ActivityStagesService,
+    ActivityTypesService,
+  ],
+  exports: [ActivitiesService, ActivityStagesService, ActivityTypesService],
 })
 export class ActivitiesModule {}

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

@@ -1,12 +1,15 @@
 import {
   BadRequestException,
+  ForbiddenException,
   Injectable,
   NotFoundException,
 } from '@nestjs/common';
 import type {
   ActivityDto,
+  ActivityFieldValues,
   ActivityFilter,
   ActivitySummaryDto,
+  ActivityStageCountsDto,
   CreateActivityRequest,
   PaginatedResponse,
   UpdateActivityRequest,
@@ -16,9 +19,37 @@ import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { AutomationsService } from '../automations/automations.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
-import { type Actor, assigneeWhere, ownerWhere } from '../common/record-scope';
+import {
+  type Actor,
+  activityAccessWhere,
+  dealAccessWhere,
+  ownerWhere,
+} from '../common/record-scope';
+import { normalizeTags } from '../common/tags';
+import { GamificationService } from '../gamification/gamification.service';
+import { tehranDayKey } from '../routines/routine-dates';
+import { buildSearchWhere, ci } from '../common/search';
+import { activityPriorWhere } from '../common/prior-archive';
+import { ActivityStagesService, type StageDefaults } from './activity-stages.service';
+import {
+  ActivityTypesService,
+  type SystemTypes,
+  type TypeRow,
+} from './activity-types.service';
 
-type ActivityActor = Pick<Actor, 'userId' | 'role'>;
+type DtoContext = { stages?: StageDefaults; types?: SystemTypes };
+
+type ActivityActor = Pick<Actor, 'userId' | 'role' | 'priorLens' | 'priorCutoff'>;
+
+/** stageId = شناسهٔ مرحله یا 'all'؛ وقتی ست باشد فیلتر زمانی وضعیت را تحمیل نمی‌کند (جز عقب‌افتاده) */
+type StageScope = { stageId: string };
+
+type ListFacets = {
+  type?: ActivityDto['type'];
+  typeDefId?: string;
+  status?: ActivityDto['status'];
+  assigneeId?: string;
+};
 
 type ActivityRow = {
   id: string;
@@ -32,21 +63,35 @@ type ActivityRow = {
   reminderAt: Date | null;
   reminderNotifyApp: boolean;
   reminderNotifySms: boolean;
+  reminderSentAt: Date | null;
   completedAt: Date | null;
+  importSource?: string;
+  promotedFromPriorAt?: Date | null;
+  tags: string[];
   createdAt: Date;
   updatedAt: Date;
   person: { id: string; firstName: string; lastName: string } | null;
   company: { id: string; name: string } | null;
   deal: { id: string; title: string } | null;
+  lead?: { id: string; title: string } | null;
   assignee: { id: string; fullName: string } | null;
+  assignees: Array<{ id: string; fullName: string }>;
   createdBy: { id: string; fullName: string } | null;
+  stage?: { id: string; kind: ActivityDto['status'] } | null;
+  typeDef?: { id: string; name: string; icon: string; color: string } | null;
+  fields?: Prisma.JsonValue | null;
+  participantIds?: string[];
 };
 
 const include = {
+  stage: { select: { id: true, kind: true } },
+  typeDef: { select: { id: true, name: true, icon: true, color: true } },
   person: { select: { id: true, firstName: true, lastName: true } },
   company: { select: { id: true, name: true } },
   deal: { select: { id: true, title: true } },
+  lead: { select: { id: true, title: true } },
   assignee: { select: { id: true, fullName: true } },
+  assignees: { select: { id: true, fullName: true }, orderBy: { fullName: 'asc' as const } },
   createdBy: { select: { id: true, fullName: true } },
 } satisfies Prisma.ActivityInclude;
 
@@ -57,21 +102,76 @@ export class ActivitiesService {
     private readonly notifications: NotificationsService,
     private readonly automations: AutomationsService,
     private readonly messageAutomations: MessageAutomationsService,
+    private readonly stages: ActivityStagesService,
+    private readonly types: ActivityTypesService,
+    private readonly game: GamificationService,
   ) {}
 
+  private async ctx(organizationId: string): Promise<DtoContext> {
+    const [stages, types] = await Promise.all([
+      this.stages.defaults(organizationId),
+      this.types.system(organizationId),
+    ]);
+    return { stages, types };
+  }
+
   async summary(
     organizationId: string,
     actor: ActivityActor,
+    desk?: 'mine' | 'team',
   ): Promise<ActivitySummaryDto> {
     const { start, end } = dayBounds();
-    const scope = assigneeWhere(actor);
+    const scope: Prisma.ActivityWhereInput =
+      desk === 'mine'
+        ? {
+            OR: [
+              { assigneeId: actor.userId },
+              { assignees: { some: { id: actor.userId } } },
+              { participantIds: { has: actor.userId } },
+            ],
+          }
+        : activityAccessWhere(actor);
+    const prior = activityPriorWhere(actor.priorLens, actor.priorCutoff);
+    const [todayCount, overdueCount] = await Promise.all([
+      this.prisma.activity.count({
+        where: {
+          AND: [
+            {
+              organizationId,
+              ...scope,
+              status: 'open',
+              dueAt: { gte: start, lt: end },
+            },
+            prior,
+          ],
+        },
+      }),
+      this.prisma.activity.count({
+        where: {
+          AND: [
+            {
+              organizationId,
+              ...scope,
+              status: 'open',
+              dueAt: { lt: start },
+            },
+            prior,
+          ],
+        },
+      }),
+    ]);
     const [today, overdue, upcoming] = await Promise.all([
       this.prisma.activity.findMany({
         where: {
-          organizationId,
-          ...scope,
-          status: 'open',
-          dueAt: { gte: start, lt: end },
+          AND: [
+            {
+              organizationId,
+              ...scope,
+              status: 'open',
+              dueAt: { gte: start, lt: end },
+            },
+            prior,
+          ],
         },
         include,
         orderBy: [{ dueAt: 'asc' }, { createdAt: 'desc' }],
@@ -79,10 +179,15 @@ export class ActivitiesService {
       }),
       this.prisma.activity.findMany({
         where: {
-          organizationId,
-          ...scope,
-          status: 'open',
-          dueAt: { lt: start },
+          AND: [
+            {
+              organizationId,
+              ...scope,
+              status: 'open',
+              dueAt: { lt: start },
+            },
+            prior,
+          ],
         },
         include,
         orderBy: [{ dueAt: 'asc' }],
@@ -90,10 +195,15 @@ export class ActivitiesService {
       }),
       this.prisma.activity.findMany({
         where: {
-          organizationId,
-          ...scope,
-          status: 'open',
-          OR: [{ dueAt: { gte: end } }, { dueAt: null }],
+          AND: [
+            {
+              organizationId,
+              ...scope,
+              status: 'open',
+              OR: [{ dueAt: { gte: end } }, { dueAt: null }],
+            },
+            prior,
+          ],
         },
         include,
         orderBy: [{ dueAt: 'asc' }, { createdAt: 'desc' }],
@@ -101,12 +211,13 @@ export class ActivitiesService {
       }),
     ]);
 
+    const ctx = await this.ctx(organizationId);
     return {
-      today: today.map((row) => this.toDto(row)),
-      overdue: overdue.map((row) => this.toDto(row)),
-      upcoming: upcoming.map((row) => this.toDto(row)),
-      todayCount: today.length,
-      overdueCount: overdue.length,
+      today: today.map((row) => this.toDto(row, ctx)),
+      overdue: overdue.map((row) => this.toDto(row, ctx)),
+      upcoming: upcoming.map((row) => this.toDto(row, ctx)),
+      todayCount,
+      overdueCount,
     };
   }
 
@@ -121,12 +232,17 @@ export class ActivitiesService {
       personId?: string;
       companyId?: string;
       dealId?: string;
+      leadId?: string;
     },
     range?: {
       from?: string;
       to?: string;
     },
+    desk?: 'mine' | 'team',
+    facets?: ListFacets,
+    stageScope?: StageScope,
   ): Promise<PaginatedResponse<ActivityDto>> {
+    const typeRows = await this.types.rows(organizationId);
     const where = this.buildWhere(
       organizationId,
       actor,
@@ -134,7 +250,20 @@ export class ActivitiesService {
       q,
       entity,
       range,
+      desk,
+      facets,
+      stageScope,
+      typeRows,
     );
+    if (stageScope && stageScope.stageId !== 'all') {
+      (where.AND as Prisma.ActivityWhereInput[]).push(
+        await this.stages.whereForStage(organizationId, stageScope.stageId),
+      );
+    }
+    const ctx: DtoContext = {
+      stages: await this.stages.defaults(organizationId),
+      types: this.types.systemOf(typeRows),
+    };
     const take = Math.min(Math.max(limit, 1), 200);
     const [rows, total] = await this.prisma.$transaction([
       this.prisma.activity.findMany({
@@ -148,24 +277,107 @@ export class ActivitiesService {
     ]);
 
     return {
-      items: rows.map((row) => this.toDto(row)),
+      items: rows.map((row) => this.toDto(row, ctx)),
       total,
       page,
       limit: take,
     };
   }
 
+  /** تعداد فعالیت هر مرحله با همان فیلترهای لیست (زمان، جستجو، میز، نوع، کارشناس) */
+  async stageCounts(
+    organizationId: string,
+    actor: ActivityActor,
+    filter: ActivityFilter,
+    q?: string,
+    desk?: 'mine' | 'team',
+    facets?: ListFacets,
+  ): Promise<ActivityStageCountsDto> {
+    const rows = await this.stages.rows(organizationId);
+    const defaults = this.stages.defaultsOf(rows);
+    const kindOf = new Map(rows.map((r) => [r.id, r.kind]));
+    const where = this.buildWhere(
+      organizationId,
+      actor,
+      filter,
+      q,
+      undefined,
+      undefined,
+      desk,
+      facets,
+      { stageId: 'all' },
+      await this.types.rows(organizationId),
+    );
+    const groups = await this.prisma.activity.groupBy({
+      by: ['status', 'stageId'],
+      where,
+      _count: { _all: true },
+    });
+    const counts: Record<string, number> = Object.fromEntries(rows.map((r) => [r.id, 0]));
+    let total = 0;
+    for (const g of groups) {
+      const n = g._count._all;
+      total += n;
+      const target =
+        g.stageId && kindOf.get(g.stageId) === g.status ? g.stageId : defaults[g.status];
+      if (target) counts[target] = (counts[target] ?? 0) + n;
+    }
+    return { counts, total };
+  }
+
+  async moveToStage(
+    organizationId: string,
+    id: string,
+    actor: ActivityActor,
+    stageId: string,
+  ): Promise<ActivityDto> {
+    await this.ensureExists(organizationId, id, actor);
+    const stage = await this.stages.get(organizationId, stageId);
+    const existing = await this.prisma.activity.findFirst({
+      where: { id, organizationId },
+      select: { status: true, completedAt: true },
+    });
+    const row = await this.prisma.activity.update({
+      where: { id },
+      data: {
+        stageId: stage.id,
+        status: stage.kind,
+        completedAt:
+          stage.kind === 'done'
+            ? existing?.status === 'done'
+              ? existing.completedAt ?? new Date()
+              : new Date()
+            : stage.kind === 'open'
+              ? null
+              : undefined,
+      },
+      include,
+    });
+    if (stage.kind === 'done' && existing?.status !== 'done') {
+      await this.fireDone(organizationId, row);
+    }
+    return this.toDto(row, await this.ctx(organizationId));
+  }
+
   async get(
     organizationId: string,
     id: string,
     actor: ActivityActor,
   ): Promise<ActivityDto> {
     const row = await this.prisma.activity.findFirst({
-      where: { id, organizationId, ...assigneeWhere(actor) },
+      where: { id, organizationId, ...activityAccessWhere(actor) },
       include,
     });
     if (!row) throw new NotFoundException('فعالیت پیدا نشد');
-    return this.toDto(row);
+    const dto = this.toDto(row, await this.ctx(organizationId));
+    if (row.participantIds.length) {
+      dto.participantUsers = await this.prisma.user.findMany({
+        where: { id: { in: row.participantIds } },
+        select: { id: true, fullName: true },
+        orderBy: { fullName: 'asc' },
+      });
+    }
+    return dto;
   }
 
   async create(
@@ -176,14 +388,44 @@ export class ActivitiesService {
   ): Promise<ActivityDto> {
     const linkActor = actor ?? { userId, role: 'owner' };
     await this.assertLinks(organizationId, linkActor, dto);
-    const assigneeId = emptyToNull(dto.assigneeId ?? null) ?? userId;
-    if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
+    const assigneeIds = await this.normalizeAssigneeIds(
+      organizationId,
+      dto.assigneeIds?.length
+        ? dto.assigneeIds
+        : dto.assigneeId
+          ? [dto.assigneeId]
+          : [userId],
+    );
+    const assigneeId = assigneeIds[0] ?? userId;
+    const initialStageId = emptyToNull(dto.stageId ?? null);
+    const initialStage = initialStageId
+      ? await this.stages.get(organizationId, initialStageId)
+      : null;
+    const resolved = await this.types.resolve(organizationId, {
+      typeDefId: dto.typeDefId,
+      type: dto.type,
+    });
+    const { fields, participantIds } = await this.types.sanitizeValues(
+      organizationId,
+      resolved.fields,
+      dto.fields,
+    );
 
     const row = await this.prisma.activity.create({
       data: {
         organizationId,
+        ...(initialStage
+          ? {
+              stageId: initialStage.id,
+              status: initialStage.kind,
+              completedAt: initialStage.kind === 'done' ? new Date() : null,
+            }
+          : {}),
         title: dto.title.trim(),
-        type: dto.type ?? 'task',
+        type: resolved.baseType,
+        typeDefId: resolved.typeDefId,
+        fields: fields as Prisma.InputJsonValue,
+        participantIds,
         priority: dto.priority ?? 'medium',
         description: emptyToNull(dto.description),
         dueAt: dto.dueAt ? new Date(dto.dueAt) : null,
@@ -191,19 +433,23 @@ export class ActivitiesService {
         reminderAt: dto.reminderAt ? new Date(dto.reminderAt) : null,
         reminderNotifyApp: dto.reminderNotifyApp ?? true,
         reminderNotifySms: dto.reminderNotifySms ?? false,
+        tags: normalizeTags(dto.tags),
         personId: emptyToNull(dto.personId ?? null),
         companyId: emptyToNull(dto.companyId ?? null),
         dealId: emptyToNull(dto.dealId ?? null),
         assigneeId,
+        assignees: assigneeIds.length
+          ? { connect: assigneeIds.map((id) => ({ id })) }
+          : undefined,
         createdById: userId,
       },
       include,
     });
 
-    if (assigneeId) {
+    for (const uid of assigneeIds) {
       await this.notifications.create({
         organizationId,
-        userId: assigneeId,
+        userId: uid,
         type: 'activity_assigned',
         title: 'فعالیت جدید برای شما',
         body: row.title,
@@ -212,6 +458,11 @@ export class ActivitiesService {
         entityId: row.id,
       });
     }
+    await this.notifyParticipants(
+      organizationId,
+      row,
+      participantIds.filter((uid) => !assigneeIds.includes(uid) && uid !== userId),
+    );
 
     await this.messageAutomations.onEvent('activity_created', {
       organizationId,
@@ -224,8 +475,27 @@ export class ActivitiesService {
       assigneeId: row.assignee?.id ?? null,
       ownerId: row.assignee?.id ?? null,
     });
+    const gameBase = {
+      organizationId,
+      userId,
+      entityType: 'activity',
+      entityId: row.id,
+      entityTitle: row.title,
+      facts: {
+        activityType: row.type,
+        typeName: row.typeDef?.name ?? null,
+        priority: row.priority,
+        hasDescription: !!row.description?.trim(),
+      },
+    };
+    this.game.emit({ ...gameBase, event: 'ACTIVITY_CREATED' });
+    if (row.type === 'call') this.game.emit({ ...gameBase, event: 'CALL_LOGGED' });
+    if (row.type === 'meeting') this.game.emit({ ...gameBase, event: 'MEETING_CREATED' });
+    if (initialStage?.kind === 'done') {
+      await this.fireDone(organizationId, row);
+    }
 
-    return this.toDto(row);
+    return this.toDto(row, await this.ctx(organizationId));
   }
 
   async update(
@@ -237,23 +507,71 @@ export class ActivitiesService {
     await this.ensureExists(organizationId, id, actor);
     await this.assertLinks(organizationId, actor, dto);
 
+    const existing = await this.prisma.activity.findFirst({
+      where: { id, organizationId },
+      select: { status: true, type: true, typeDefId: true, fields: true, participantIds: true },
+    });
     const data: Prisma.ActivityUncheckedUpdateInput = {};
     if (dto.title !== undefined) data.title = dto.title.trim();
-    if (dto.type !== undefined) data.type = dto.type;
+    let addedParticipants: string[] = [];
+    const typeChanged = 'typeDefId' in dto || dto.type !== undefined;
+    if (typeChanged || dto.fields !== undefined) {
+      const resolved = await this.types.resolve(
+        organizationId,
+        typeChanged
+          ? { typeDefId: dto.typeDefId, type: dto.type }
+          : { typeDefId: existing?.typeDefId, type: existing?.type },
+      );
+      const { fields, participantIds } = await this.types.sanitizeValues(
+        organizationId,
+        resolved.fields,
+        dto.fields ?? existing?.fields,
+      );
+      data.type = resolved.baseType;
+      data.typeDefId = resolved.typeDefId;
+      data.fields = fields as Prisma.InputJsonValue;
+      data.participantIds = participantIds;
+      const before = new Set(existing?.participantIds ?? []);
+      addedParticipants = participantIds.filter((uid) => !before.has(uid) && uid !== actor.userId);
+    }
     if (dto.priority !== undefined) data.priority = dto.priority;
     if ('description' in dto) data.description = emptyToNull(dto.description);
     if ('dueAt' in dto) data.dueAt = dto.dueAt ? new Date(dto.dueAt) : null;
     if ('durationMinutes' in dto) data.durationMinutes = dto.durationMinutes ?? null;
-    if ('reminderAt' in dto) data.reminderAt = dto.reminderAt ? new Date(dto.reminderAt) : null;
+    if ('reminderAt' in dto) {
+      const nextReminder = dto.reminderAt ? new Date(dto.reminderAt) : null;
+      const current = await this.prisma.activity.findUnique({
+        where: { id },
+        select: { reminderAt: true },
+      });
+      const prevMs = current?.reminderAt?.getTime() ?? null;
+      const nextMs = nextReminder?.getTime() ?? null;
+      data.reminderAt = nextReminder;
+      if (prevMs !== nextMs) data.reminderSentAt = null;
+    }
     if (dto.reminderNotifyApp !== undefined) data.reminderNotifyApp = dto.reminderNotifyApp;
     if (dto.reminderNotifySms !== undefined) data.reminderNotifySms = dto.reminderNotifySms;
+    if ('tags' in dto) data.tags = normalizeTags(dto.tags);
     if ('personId' in dto) data.personId = emptyToNull(dto.personId ?? null);
     if ('companyId' in dto) data.companyId = emptyToNull(dto.companyId ?? null);
     if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
-    if ('assigneeId' in dto) {
+    let assigneeConnect: Array<{ id: string }> | undefined;
+    if (dto.assigneeIds !== undefined) {
+      const assigneeIds = await this.normalizeAssigneeIds(
+        organizationId,
+        dto.assigneeIds,
+      );
+      if (!assigneeIds.length) {
+        throw new BadRequestException('حداقل یک مسئول لازم است');
+      }
+      data.assigneeId = assigneeIds[0]!;
+      assigneeConnect = assigneeIds.map((uid) => ({ id: uid }));
+    } else if ('assigneeId' in dto) {
       const assigneeId = emptyToNull(dto.assigneeId ?? null);
       if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
       data.assigneeId = assigneeId;
+      if (assigneeId) assigneeConnect = [{ id: assigneeId }];
+      else assigneeConnect = [];
     }
     if (dto.status !== undefined) {
       data.status = dto.status;
@@ -261,19 +579,31 @@ export class ActivitiesService {
         dto.status === 'done' ? new Date() : dto.status === 'open' ? null : undefined;
     }
 
-    const existing = await this.prisma.activity.findFirst({
-      where: { id, organizationId },
-      select: { status: true },
-    });
     const row = await this.prisma.activity.update({
       where: { id },
-      data,
+      data: {
+        ...data,
+        ...(assigneeConnect
+          ? { assignees: { set: assigneeConnect } }
+          : {}),
+      },
       include,
     });
+    if (addedParticipants.length) {
+      const assigneeSet = new Set([
+        ...(row.assignee ? [row.assignee.id] : []),
+        ...row.assignees.map((a) => a.id),
+      ]);
+      await this.notifyParticipants(
+        organizationId,
+        row,
+        addedParticipants.filter((uid) => !assigneeSet.has(uid)),
+      );
+    }
     if (dto.status === 'done' && existing?.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
-    return this.toDto(row);
+    return this.toDto(row, await this.ctx(organizationId));
   }
 
   async complete(
@@ -294,7 +624,39 @@ export class ActivitiesService {
     if (existing?.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
-    return this.toDto(row);
+    return this.toDto(row, await this.ctx(organizationId));
+  }
+
+  async promoteFromPrior(actor: Actor, id: string): Promise<ActivityDto> {
+    if (
+      (actor.priorLens !== 'current' && actor.priorLens !== 'archive') ||
+      !actor.priorCutoff
+    ) {
+      throw new ForbiddenException('بایگانی اطلاعات قبل برای شما فعال نیست.');
+    }
+
+    const row = await this.prisma.activity.findFirst({
+      where: {
+        id,
+        organizationId: actor.organizationId,
+        ...activityAccessWhere(actor),
+      },
+      select: { id: true, createdAt: true, promotedFromPriorAt: true },
+    });
+    if (!row) throw new NotFoundException('فعالیت پیدا نشد');
+    if (row.promotedFromPriorAt) {
+      throw new BadRequestException('این فعالیت قبلاً منتقل شده است.');
+    }
+    if (row.createdAt >= actor.priorCutoff) {
+      throw new BadRequestException('این فعالیت در بایگانی نیست.');
+    }
+
+    const updated = await this.prisma.activity.update({
+      where: { id },
+      data: { promotedFromPriorAt: new Date() },
+      include,
+    });
+    return this.toDto(updated, await this.ctx(actor.organizationId));
   }
 
   async remove(
@@ -315,36 +677,76 @@ export class ActivitiesService {
       personId?: string;
       companyId?: string;
       dealId?: string;
+      leadId?: string;
     },
     range?: {
       from?: string;
       to?: string;
     },
+    desk?: 'mine' | 'team',
+    facets?: ListFacets,
+    stageScope?: StageScope,
+    typeRows: TypeRow[] = [],
   ): Prisma.ActivityWhereInput {
     const { start, end } = dayBounds();
-    const base: Prisma.ActivityWhereInput = {
-      organizationId,
-      ...assigneeWhere(actor),
-      ...(entity?.personId ? { personId: entity.personId } : {}),
-      ...(entity?.companyId ? { companyId: entity.companyId } : {}),
-      ...(entity?.dealId ? { dealId: entity.dealId } : {}),
-      ...(q?.trim()
+    const scope: Prisma.ActivityWhereInput =
+      desk === 'mine'
         ? {
             OR: [
-              { title: { contains: q.trim(), mode: 'insensitive' } },
-              { description: { contains: q.trim(), mode: 'insensitive' } },
-              {
-                person: {
-                  OR: [
-                    { firstName: { contains: q.trim(), mode: 'insensitive' } },
-                    { lastName: { contains: q.trim(), mode: 'insensitive' } },
-                  ],
-                },
-              },
-              { deal: { title: { contains: q.trim(), mode: 'insensitive' } } },
+              { assigneeId: actor.userId },
+              { assignees: { some: { id: actor.userId } } },
+              { participantIds: { has: actor.userId } },
             ],
           }
-        : {}),
+        : activityAccessWhere(actor);
+    const facetAssignee = facets?.assigneeId?.trim();
+    const facetTypeDef = facets?.typeDefId?.trim();
+    const andParts: Prisma.ActivityWhereInput[] = [
+      scope,
+      ...(facets?.type ? [{ type: facets.type }] : []),
+      ...(facetTypeDef ? [this.types.whereForType(typeRows, facetTypeDef)] : []),
+      ...(facets?.status ? [{ status: facets.status }] : []),
+      ...(facetAssignee
+        ? [
+            {
+              OR: [
+                { assigneeId: facetAssignee },
+                { assignees: { some: { id: facetAssignee } } },
+              ],
+            },
+          ]
+        : []),
+      ...(entity?.personId ? [{ personId: entity.personId }] : []),
+      ...(entity?.companyId ? [{ companyId: entity.companyId }] : []),
+      ...(entity?.dealId ? [{ dealId: entity.dealId }] : []),
+      ...(entity?.leadId ? [{ leadId: entity.leadId }] : []),
+    ];
+    const search = buildSearchWhere<Prisma.ActivityWhereInput>(q, (t) => [
+      { title: ci(t) },
+      { description: ci(t) },
+      { tags: { has: t.replace(/^#/, '') } },
+      {
+        person: {
+          OR: [
+            { firstName: ci(t) },
+            { lastName: ci(t) },
+            { mobile: { contains: t } },
+            { phone: { contains: t } },
+          ],
+        },
+      },
+      { company: { name: ci(t) } },
+      { deal: { title: ci(t) } },
+      { assignee: { fullName: ci(t) } },
+      { assignees: { some: { fullName: ci(t) } } },
+      ...typesMatching(t).map((type) => ({ type })),
+      ...this.types.searchByName(typeRows, t),
+    ]);
+    if (search) andParts.push(search);
+    andParts.push(activityPriorWhere(actor.priorLens, actor.priorCutoff));
+    const base: Prisma.ActivityWhereInput = {
+      organizationId,
+      AND: andParts,
     };
 
     const fromDate = range?.from ? new Date(range.from) : null;
@@ -361,19 +763,33 @@ export class ActivitiesService {
       };
     }
 
+    // Explicit status facet overrides the status implied by time tabs.
+    // With stage tabs/columns the stage decides status; time filters only narrow dueAt.
+    const impliedOpen = facets?.status
+      ? { status: facets.status }
+      : stageScope
+        ? {}
+        : { status: 'open' as const };
+    const impliedDone = facets?.status ? { status: facets.status } : { status: 'done' as const };
+
     switch (filter) {
       case 'today':
-        return { ...base, status: 'open', dueAt: { gte: start, lt: end } };
+        return { ...base, ...impliedOpen, dueAt: { gte: start, lt: end } };
       case 'overdue':
-        return { ...base, status: 'open', dueAt: { lt: start } };
+        // عقب‌افتاده ذاتاً یعنی باز و موعدگذشته
+        return {
+          ...base,
+          ...(facets?.status ? { status: facets.status } : { status: 'open' as const }),
+          dueAt: { lt: start },
+        };
       case 'upcoming':
         return {
           ...base,
-          status: 'open',
+          ...impliedOpen,
           OR: [{ dueAt: { gte: end } }, { dueAt: null }],
         };
       case 'done':
-        return { ...base, status: 'done' };
+        return { ...base, ...impliedDone };
       case 'all':
       default:
         return base;
@@ -389,8 +805,26 @@ export class ActivitiesService {
       company: { id: string } | null;
       deal: { id: string } | null;
       assignee: { id: string } | null;
+      type: string;
+      priority: string;
+      dueAt: Date | null;
+      typeDef?: { name: string } | null;
     },
   ) {
+    this.game.emit({
+      organizationId,
+      userId: row.assignee?.id,
+      event: 'TASK_COMPLETED',
+      entityType: 'activity',
+      entityId: row.id,
+      entityTitle: row.title,
+      facts: {
+        activityType: row.type,
+        typeName: row.typeDef?.name ?? null,
+        priority: row.priority,
+        onTime: !row.dueAt || tehranDayKey() <= tehranDayKey(row.dueAt),
+      },
+    });
     const ctx = {
       organizationId,
       entityType: 'activity' as const,
@@ -412,7 +846,7 @@ export class ActivitiesService {
     actor: ActivityActor,
   ) {
     const found = await this.prisma.activity.findFirst({
-      where: { id, organizationId, ...assigneeWhere(actor) },
+      where: { id, organizationId, ...activityAccessWhere(actor) },
       select: { id: true },
     });
     if (!found) throw new NotFoundException('فعالیت پیدا نشد');
@@ -456,15 +890,44 @@ export class ActivitiesService {
     }
     if (dealId) {
       const deal = await this.prisma.deal.findFirst({
-        where: { id: dealId, organizationId, ...scope },
+        where: { id: dealId, organizationId, ...dealAccessWhere(actor) },
         select: { id: true },
       });
       if (!deal) throw new BadRequestException('معامله انتخاب‌شده معتبر نیست');
     }
   }
 
-  private toDto(row: ActivityRow): ActivityDto {
+  private async notifyParticipants(
+    organizationId: string,
+    row: { id: string; title: string },
+    userIds: string[],
+  ) {
+    for (const uid of new Set(userIds)) {
+      await this.notifications.create({
+        organizationId,
+        userId: uid,
+        type: 'activity_assigned',
+        title: 'شما به‌عنوان شرکت‌کننده اضافه شدید',
+        body: row.title,
+        link: `/activities/${row.id}`,
+        entityType: 'activity',
+        entityId: row.id,
+      });
+    }
+  }
+
+  private toDto(row: ActivityRow, ctx?: DtoContext): ActivityDto {
+    const fields =
+      row.fields && typeof row.fields === 'object' && !Array.isArray(row.fields)
+        ? (row.fields as unknown as ActivityFieldValues)
+        : {};
     return {
+      stageId: this.stages.effectiveStageId(row, ctx?.stages),
+      typeDef: row.typeDef
+        ? this.types.toSummary(row.typeDef)
+        : (ctx?.types?.[row.type] ?? null),
+      fields,
+      participantIds: row.participantIds ?? [],
       id: row.id,
       type: row.type,
       status: row.status,
@@ -476,7 +939,11 @@ export class ActivitiesService {
       reminderAt: row.reminderAt?.toISOString() ?? null,
       reminderNotifyApp: row.reminderNotifyApp,
       reminderNotifySms: row.reminderNotifySms,
+      reminderSentAt: row.reminderSentAt?.toISOString() ?? null,
       completedAt: row.completedAt?.toISOString() ?? null,
+      importSource: row.importSource ?? 'manual',
+      promotedFromPriorAt: row.promotedFromPriorAt?.toISOString() ?? null,
+      tags: row.tags ?? [],
       person: row.person
         ? {
             id: row.person.id,
@@ -485,12 +952,53 @@ export class ActivitiesService {
         : null,
       company: row.company,
       deal: row.deal,
+      lead: row.lead ?? null,
       assignee: row.assignee,
+      assignees: (() => {
+        const list = [...(row.assignees ?? [])];
+        if (row.assignee && !list.some((a) => a.id === row.assignee!.id)) {
+          list.unshift(row.assignee);
+        }
+        return list;
+      })(),
       createdBy: row.createdBy,
       createdAt: row.createdAt.toISOString(),
       updatedAt: row.updatedAt.toISOString(),
     };
   }
+
+  private async normalizeAssigneeIds(
+    organizationId: string,
+    raw?: string[] | null,
+  ): Promise<string[]> {
+    const ids = [
+      ...new Set((raw ?? []).map((id) => id.trim()).filter(Boolean)),
+    ];
+    if (!ids.length) return [];
+    const count = await this.prisma.user.count({
+      where: { organizationId, id: { in: ids }, isActive: true },
+    });
+    if (count !== ids.length) {
+      throw new BadRequestException('یکی از مسئولان انتخاب‌شده معتبر نیست');
+    }
+    return ids;
+  }
+}
+
+const TYPE_SEARCH_TERMS: Record<ActivityDto['type'], string[]> = {
+  call: ['تماس', 'تلفن', 'call'],
+  meeting: ['جلسه', 'ملاقات', 'meeting'],
+  task: ['وظیفه', 'تسک', 'task'],
+  note: ['پیام', 'یادداشت', 'note'],
+};
+
+/** جستجوی «جلسه» یا «تماس» → فیلتر نوع فعالیت */
+function typesMatching(term: string): ActivityDto['type'][] {
+  const t = term.trim().toLowerCase();
+  if (t.length < 2) return [];
+  return (Object.keys(TYPE_SEARCH_TERMS) as ActivityDto['type'][]).filter((type) =>
+    TYPE_SEARCH_TERMS[type].some((label) => label.includes(t) || t.includes(label)),
+  );
 }
 
 function emptyToNull(value?: string | null): string | null {

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

@@ -0,0 +1,232 @@
+import { BadRequestException, Injectable, NotFoundException } from '@nestjs/common';
+import type {
+  ActivityStageColor,
+  ActivityStageDto,
+  ActivityStatus,
+} from '@mento/shared';
+import { ACTIVITY_STAGE_COLORS } from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+
+const DEFAULT_STAGES: Array<{ name: string; color: ActivityStageColor; kind: ActivityStatus }> = [
+  { name: 'در صف', color: 'orange', kind: 'open' },
+  { name: 'در حال انجام', color: 'blue', kind: 'open' },
+  { name: 'انجام‌شده', color: 'green', kind: 'done' },
+  { name: 'لغو شده', color: 'rose', kind: 'canceled' },
+];
+
+const KINDS: ActivityStatus[] = ['open', 'done', 'canceled'];
+
+type StageRow = {
+  id: string;
+  name: string;
+  position: number;
+  color: string;
+  kind: ActivityStatus;
+};
+
+export type StageDefaults = Record<ActivityStatus, string | null>;
+
+@Injectable()
+export class ActivityStagesService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async ensureDefaults(organizationId: string): Promise<void> {
+    const count = await this.prisma.activityStage.count({ where: { organizationId } });
+    if (count > 0) return;
+    await this.prisma.activityStage.createMany({
+      data: DEFAULT_STAGES.map((s, i) => ({
+        organizationId,
+        name: s.name,
+        color: s.color,
+        kind: s.kind,
+        position: i,
+      })),
+      skipDuplicates: true,
+    });
+  }
+
+  async rows(organizationId: string): Promise<StageRow[]> {
+    await this.ensureDefaults(organizationId);
+    return this.prisma.activityStage.findMany({
+      where: { organizationId },
+      orderBy: [{ position: 'asc' }, { createdAt: 'asc' }],
+      select: { id: true, name: true, position: true, color: true, kind: true },
+    });
+  }
+
+  async list(organizationId: string): Promise<ActivityStageDto[]> {
+    return (await this.rows(organizationId)).map((r) => this.toDto(r));
+  }
+
+  /** اولین مرحلهٔ هر نوع = مقصد فعالیت‌های بدون مرحله یا با مرحلهٔ ناهم‌نوع */
+  defaultsOf(rows: StageRow[]): StageDefaults {
+    const out: StageDefaults = { open: null, done: null, canceled: null };
+    for (const r of rows) {
+      if (!out[r.kind]) out[r.kind] = r.id;
+    }
+    return out;
+  }
+
+  async defaults(organizationId: string): Promise<StageDefaults> {
+    return this.defaultsOf(await this.rows(organizationId));
+  }
+
+  /** شرط Prisma برای فعالیت‌هایی که «مؤثراً» در این مرحله هستند */
+  async whereForStage(
+    organizationId: string,
+    stageId: string,
+  ): Promise<Prisma.ActivityWhereInput> {
+    const rows = await this.rows(organizationId);
+    const stage = rows.find((r) => r.id === stageId);
+    if (!stage) throw new BadRequestException('مرحلهٔ انتخاب‌شده معتبر نیست');
+    const isDefault = this.defaultsOf(rows)[stage.kind] === stage.id;
+    if (!isDefault) return { status: stage.kind, stageId: stage.id };
+    return {
+      status: stage.kind,
+      OR: [
+        { stageId: stage.id },
+        { stageId: null },
+        { stage: { kind: { not: stage.kind } } },
+      ],
+    };
+  }
+
+  effectiveStageId(
+    row: { status: ActivityStatus; stage?: { id: string; kind: ActivityStatus } | null },
+    defaults?: StageDefaults,
+  ): string | null {
+    if (row.stage && row.stage.kind === row.status) return row.stage.id;
+    return defaults?.[row.status] ?? null;
+  }
+
+  async get(organizationId: string, id: string): Promise<StageRow> {
+    const row = await this.prisma.activityStage.findFirst({
+      where: { id, organizationId },
+      select: { id: true, name: true, position: true, color: true, kind: true },
+    });
+    if (!row) throw new NotFoundException('مرحله پیدا نشد');
+    return row;
+  }
+
+  async create(
+    organizationId: string,
+    dto: { name: string; color?: string; kind?: ActivityStatus },
+  ): Promise<ActivityStageDto> {
+    await this.ensureDefaults(organizationId);
+    const max = await this.prisma.activityStage.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    try {
+      const row = await this.prisma.activityStage.create({
+        data: {
+          organizationId,
+          name: this.cleanName(dto.name),
+          color: this.cleanColor(dto.color),
+          kind: dto.kind && KINDS.includes(dto.kind) ? dto.kind : 'open',
+          position: (max._max.position ?? -1) + 1,
+        },
+      });
+      return this.toDto(row);
+    } catch (e) {
+      throw this.mapError(e);
+    }
+  }
+
+  async update(
+    organizationId: string,
+    id: string,
+    dto: { name?: string; color?: string; kind?: ActivityStatus },
+  ): Promise<ActivityStageDto> {
+    const stage = await this.get(organizationId, id);
+    const nextKind = dto.kind && KINDS.includes(dto.kind) ? dto.kind : stage.kind;
+    if (nextKind !== stage.kind) {
+      await this.assertNotLastOfKind(organizationId, stage);
+    }
+    try {
+      const row = await this.prisma.$transaction(async (tx) => {
+        if (nextKind !== stage.kind) {
+          // فعالیت‌ها وضعیتشان را نگه می‌دارند و به اولین مرحلهٔ هم‌نوع خودشان برمی‌گردند
+          await tx.activity.updateMany({
+            where: { organizationId, stageId: id },
+            data: { stageId: null },
+          });
+        }
+        return tx.activityStage.update({
+          where: { id },
+          data: {
+            ...(dto.name != null ? { name: this.cleanName(dto.name) } : {}),
+            ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
+            kind: nextKind,
+          },
+        });
+      });
+      return this.toDto(row);
+    } catch (e) {
+      throw this.mapError(e);
+    }
+  }
+
+  async reorder(organizationId: string, stageIds: string[]): Promise<ActivityStageDto[]> {
+    await this.prisma.$transaction(
+      stageIds.map((id, position) =>
+        this.prisma.activityStage.updateMany({
+          where: { id, organizationId },
+          data: { position },
+        }),
+      ),
+    );
+    return this.list(organizationId);
+  }
+
+  async remove(organizationId: string, id: string): Promise<void> {
+    const stage = await this.get(organizationId, id);
+    await this.assertNotLastOfKind(organizationId, stage);
+    // onDelete: SetNull → فعالیت‌ها به اولین مرحلهٔ هم‌نوع وضعیتشان منتقل می‌شوند
+    await this.prisma.activityStage.delete({ where: { id } });
+  }
+
+  private async assertNotLastOfKind(organizationId: string, stage: StageRow) {
+    const sameKind = await this.prisma.activityStage.count({
+      where: { organizationId, kind: stage.kind },
+    });
+    if (sameKind <= 1) {
+      const label =
+        stage.kind === 'done' ? 'انجام‌شده' : stage.kind === 'canceled' ? 'لغو شده' : 'باز';
+      throw new BadRequestException(
+        `حداقل یک ستون از نوع «${label}» لازم است؛ اول یک ستون دیگر از همین نوع بسازید`,
+      );
+    }
+  }
+
+  private cleanName(raw: string): string {
+    const name = raw?.trim() ?? '';
+    if (!name) throw new BadRequestException('نام ستون لازم است');
+    if (name.length > 80) throw new BadRequestException('نام ستون حداکثر ۸۰ کاراکتر است');
+    return name;
+  }
+
+  private cleanColor(raw?: string): ActivityStageColor {
+    return ACTIVITY_STAGE_COLORS.includes(raw as ActivityStageColor)
+      ? (raw as ActivityStageColor)
+      : 'green';
+  }
+
+  private mapError(e: unknown) {
+    if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+      return new BadRequestException('ستونی با این نام وجود دارد');
+    }
+    return e;
+  }
+
+  private toDto(row: StageRow): ActivityStageDto {
+    return {
+      id: row.id,
+      name: row.name,
+      position: row.position,
+      color: this.cleanColor(row.color),
+      kind: row.kind,
+    };
+  }
+}

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

@@ -0,0 +1,649 @@
+import { BadRequestException, Injectable, NotFoundException } from '@nestjs/common';
+import type {
+  ActivityChecklistItem,
+  ActivityFieldDef,
+  ActivityFieldType,
+  ActivityFieldValue,
+  ActivityFieldValues,
+  ActivityParticipantsValue,
+  ActivityStageColor,
+  ActivityType,
+  ActivityTypeDefDto,
+  ActivityTypeIcon,
+  ActivityTypeSummaryDto,
+  CreateActivityTypeRequest,
+  UpdateActivityTypeRequest,
+} from '@mento/shared';
+import {
+  ACTIVITY_FIELD_TYPES,
+  ACTIVITY_FIELD_TYPES_WITH_OPTIONS,
+  ACTIVITY_STAGE_COLORS,
+  ACTIVITY_TYPE_ICONS,
+} from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { randomUUID } from 'node:crypto';
+import { PrismaService } from '../prisma/prisma.service';
+
+const BASE_TYPES: ActivityType[] = ['call', 'meeting', 'task', 'note'];
+const MAX_FIELDS = 30;
+const MAX_OPTIONS = 50;
+const MAX_CHECKLIST = 100;
+const MAX_PARTICIPANTS = 100;
+
+type Seed = {
+  name: string;
+  baseType: ActivityType;
+  icon: ActivityTypeIcon;
+  color: ActivityStageColor;
+  isSystem?: boolean;
+  fields: ActivityFieldDef[];
+};
+
+const DEFAULT_TYPES: Seed[] = [
+  {
+    name: 'تماس',
+    baseType: 'call',
+    icon: 'phone',
+    color: 'green',
+    isSystem: true,
+    fields: [
+      { key: 'call_direction', label: 'جهت تماس', type: 'select', options: ['خروجی', 'ورودی'] },
+      {
+        key: 'call_result',
+        label: 'نتیجه تماس',
+        type: 'select',
+        options: [
+          'پاسخ داد',
+          'پاسخ نداد',
+          'مشغول بود',
+          'خاموش / در دسترس نبود',
+          'شماره اشتباه',
+          'نیاز به پیگیری مجدد',
+        ],
+      },
+    ],
+  },
+  {
+    name: 'جلسه',
+    baseType: 'meeting',
+    icon: 'users',
+    color: 'purple',
+    isSystem: true,
+    fields: [
+      {
+        key: 'meeting_subject',
+        label: 'موضوع جلسه',
+        type: 'text',
+        placeholder: 'مثلاً: بررسی پیش‌فاکتور و شرایط پرداخت',
+      },
+      { key: 'meeting_participants', label: 'شرکت‌کنندگان', type: 'participants' },
+      {
+        key: 'meeting_location',
+        label: 'محل برگزاری / لینک جلسه',
+        type: 'text',
+        placeholder: 'آدرس یا لینک جلسهٔ آنلاین',
+      },
+      { key: 'meeting_minutes', label: 'صورت‌جلسه', type: 'textarea' },
+    ],
+  },
+  {
+    name: 'وظیفه',
+    baseType: 'task',
+    icon: 'check',
+    color: 'orange',
+    isSystem: true,
+    fields: [{ key: 'task_checklist', label: 'لیست کارها', type: 'checklist' }],
+  },
+  {
+    name: 'پیام',
+    baseType: 'note',
+    icon: 'chat',
+    color: 'blue',
+    isSystem: true,
+    fields: [
+      {
+        key: 'message_channel',
+        label: 'کانال ارسال',
+        type: 'select',
+        options: ['پیامک', 'واتساپ', 'تلگرام', 'ایتا', 'بله', 'ایمیل', 'دایرکت اینستاگرام'],
+      },
+    ],
+  },
+  {
+    name: 'بازدید حضوری',
+    baseType: 'meeting',
+    icon: 'pin',
+    color: 'rose',
+    fields: [
+      { key: 'visit_address', label: 'آدرس محل بازدید', type: 'text' },
+      { key: 'visit_participants', label: 'همراهان بازدید', type: 'participants' },
+      { key: 'visit_result', label: 'نتیجهٔ بازدید', type: 'textarea' },
+    ],
+  },
+  {
+    name: 'ارائه / دمو محصول',
+    baseType: 'meeting',
+    icon: 'star',
+    color: 'purple',
+    fields: [
+      { key: 'demo_product', label: 'محصول / خدمت', type: 'text' },
+      { key: 'demo_participants', label: 'شرکت‌کنندگان', type: 'participants' },
+      { key: 'demo_link', label: 'لینک جلسه', type: 'url' },
+      {
+        key: 'demo_result',
+        label: 'نتیجهٔ دمو',
+        type: 'select',
+        options: ['علاقه‌مند', 'نیاز به بررسی بیشتر', 'درخواست پیش‌فاکتور', 'عدم علاقه'],
+      },
+    ],
+  },
+  {
+    name: 'پیگیری',
+    baseType: 'call',
+    icon: 'bell',
+    color: 'orange',
+    fields: [
+      {
+        key: 'followup_reason',
+        label: 'دلیل پیگیری',
+        type: 'select',
+        options: ['پیش‌فاکتور', 'پرداخت', 'ارسال کالا', 'پشتیبانی', 'تمدید قرارداد', 'سایر'],
+      },
+      { key: 'followup_result', label: 'نتیجهٔ پیگیری', type: 'textarea' },
+      { key: 'followup_next', label: 'تاریخ پیگیری بعدی', type: 'date' },
+    ],
+  },
+  {
+    name: 'ایمیل',
+    baseType: 'note',
+    icon: 'mail',
+    color: 'slate',
+    fields: [
+      { key: 'email_subject', label: 'موضوع ایمیل', type: 'text' },
+      { key: 'email_to', label: 'گیرنده', type: 'text', placeholder: 'example@domain.com' },
+    ],
+  },
+];
+
+export type TypeRow = {
+  id: string;
+  name: string;
+  baseType: ActivityType;
+  icon: string;
+  color: string;
+  fields: Prisma.JsonValue;
+  position: number;
+  isActive: boolean;
+  isSystem: boolean;
+};
+
+/** نوع اصلی هر baseType — مقصد فعالیت‌های بدون typeDefId */
+export type SystemTypes = Record<ActivityType, ActivityTypeSummaryDto | null>;
+
+export type ResolvedType = {
+  /** مقداری که در Activity.typeDefId ذخیره می‌شود (نوع اصلی → null) */
+  typeDefId: string | null;
+  baseType: ActivityType;
+  fields: ActivityFieldDef[];
+};
+
+const select = {
+  id: true,
+  name: true,
+  baseType: true,
+  icon: true,
+  color: true,
+  fields: true,
+  position: true,
+  isActive: true,
+  isSystem: true,
+} satisfies Prisma.ActivityTypeDefSelect;
+
+@Injectable()
+export class ActivityTypesService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async ensureDefaults(organizationId: string): Promise<void> {
+    const count = await this.prisma.activityTypeDef.count({ where: { organizationId } });
+    if (count > 0) return;
+    await this.prisma.activityTypeDef.createMany({
+      data: DEFAULT_TYPES.map((t, i) => ({
+        organizationId,
+        name: t.name,
+        baseType: t.baseType,
+        icon: t.icon,
+        color: t.color,
+        isSystem: Boolean(t.isSystem),
+        fields: t.fields as unknown as Prisma.InputJsonValue,
+        position: i,
+      })),
+      skipDuplicates: true,
+    });
+  }
+
+  async rows(organizationId: string): Promise<TypeRow[]> {
+    await this.ensureDefaults(organizationId);
+    return this.prisma.activityTypeDef.findMany({
+      where: { organizationId },
+      orderBy: [{ position: 'asc' }, { createdAt: 'asc' }],
+      select,
+    });
+  }
+
+  async list(organizationId: string): Promise<ActivityTypeDefDto[]> {
+    return (await this.rows(organizationId)).map((r) => this.toDto(r));
+  }
+
+  systemOf(rows: TypeRow[]): SystemTypes {
+    const out: SystemTypes = { call: null, meeting: null, task: null, note: null };
+    for (const r of rows) {
+      if (r.isSystem && !out[r.baseType]) out[r.baseType] = this.toSummary(r);
+    }
+    return out;
+  }
+
+  async system(organizationId: string): Promise<SystemTypes> {
+    return this.systemOf(await this.rows(organizationId));
+  }
+
+  /** فیلتر Prisma برای فعالیت‌هایی که «مؤثراً» از این نوع هستند */
+  whereForType(rows: TypeRow[], typeDefId: string): Prisma.ActivityWhereInput {
+    const def = rows.find((r) => r.id === typeDefId);
+    if (!def) return { id: '__none__' };
+    if (!def.isSystem) return { typeDefId: def.id };
+    return { OR: [{ typeDefId: def.id }, { typeDefId: null, type: def.baseType }] };
+  }
+
+  /** جستجوی نام نوع → شرط‌های OR */
+  searchByName(rows: TypeRow[], term: string): Prisma.ActivityWhereInput[] {
+    const t = term.trim();
+    if (t.length < 2) return [];
+    return rows
+      .filter((r) => r.name.includes(t))
+      .map((r) => this.whereForType(rows, r.id));
+  }
+
+  /**
+   * نوع مؤثر برای ذخیره: typeDefId صریح، یا نوع اصلیِ type.
+   * نوع اصلی با typeDefId=null ذخیره می‌شود تا با داده‌های قدیمی یکسان باشد.
+   */
+  async resolve(
+    organizationId: string,
+    input: { typeDefId?: string | null; type?: ActivityType | null },
+  ): Promise<ResolvedType> {
+    const rows = await this.rows(organizationId);
+    const requested = input.typeDefId?.trim();
+    if (requested) {
+      const def = rows.find((r) => r.id === requested);
+      if (!def) throw new BadRequestException('نوع فعالیت انتخاب‌شده معتبر نیست');
+      return {
+        typeDefId: def.isSystem ? null : def.id,
+        baseType: def.baseType,
+        fields: this.parseFields(def.fields),
+      };
+    }
+    const baseType = input.type && BASE_TYPES.includes(input.type) ? input.type : 'task';
+    const sys = rows.find((r) => r.isSystem && r.baseType === baseType);
+    return { typeDefId: null, baseType, fields: sys ? this.parseFields(sys.fields) : [] };
+  }
+
+  /**
+   * پاک‌سازی مقادیر بر اساس تعریف فیلدها؛ فقط کلیدهای همین نوع نگه داشته می‌شوند.
+   * participantIds = کاربران معتبر همهٔ فیلدهای شرکت‌کنندگان.
+   */
+  async sanitizeValues(
+    organizationId: string,
+    defs: ActivityFieldDef[],
+    raw: unknown,
+  ): Promise<{ fields: ActivityFieldValues; participantIds: string[] }> {
+    const input =
+      raw && typeof raw === 'object' && !Array.isArray(raw) ? (raw as Record<string, unknown>) : {};
+    const out: ActivityFieldValues = {};
+    const participantFields: Array<{ key: string; value: ActivityParticipantsValue }> = [];
+
+    for (const def of defs) {
+      const value = this.cleanValue(def, input[def.key]);
+      if (value === null) {
+        if (def.required && def.type !== 'checkbox') {
+          throw new BadRequestException(`فیلد «${def.label}» را تکمیل کنید`);
+        }
+        continue;
+      }
+      if (def.type === 'participants') {
+        participantFields.push({ key: def.key, value: value as ActivityParticipantsValue });
+      }
+      out[def.key] = value;
+    }
+
+    const userIds = [...new Set(participantFields.flatMap((p) => p.value.userIds))];
+    const personIds = [...new Set(participantFields.flatMap((p) => p.value.people.map((x) => x.id)))];
+    const [validUsers, validPeople] = await Promise.all([
+      userIds.length
+        ? this.prisma.user.findMany({
+            where: { id: { in: userIds }, memberships: { some: { organizationId } } },
+            select: { id: true },
+          })
+        : Promise.resolve([]),
+      personIds.length
+        ? this.prisma.person.findMany({
+            where: { id: { in: personIds }, organizationId },
+            select: { id: true, firstName: true, lastName: true },
+          })
+        : Promise.resolve([]),
+    ]);
+    const userSet = new Set(validUsers.map((u) => u.id));
+    const personNames = new Map(
+      validPeople.map((p) => [p.id, `${p.firstName} ${p.lastName}`.trim()]),
+    );
+    for (const p of participantFields) {
+      const next: ActivityParticipantsValue = {
+        userIds: p.value.userIds.filter((id) => userSet.has(id)),
+        people: p.value.people
+          .filter((x) => personNames.has(x.id))
+          .map((x) => ({ id: x.id, name: personNames.get(x.id) || x.name })),
+        guests: p.value.guests,
+      };
+      const def = defs.find((d) => d.key === p.key)!;
+      if (!next.userIds.length && !next.people.length && !next.guests.length) {
+        if (def.required) throw new BadRequestException(`فیلد «${def.label}» را تکمیل کنید`);
+        delete out[p.key];
+      } else {
+        out[p.key] = next;
+      }
+    }
+
+    const participantIds = [
+      ...new Set(
+        Object.values(out)
+          .filter((v): v is ActivityParticipantsValue => isParticipants(v))
+          .flatMap((v) => v.userIds),
+      ),
+    ];
+    return { fields: out, participantIds };
+  }
+
+  async create(
+    organizationId: string,
+    dto: CreateActivityTypeRequest,
+  ): Promise<ActivityTypeDefDto> {
+    await this.ensureDefaults(organizationId);
+    const max = await this.prisma.activityTypeDef.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    try {
+      const row = await this.prisma.activityTypeDef.create({
+        data: {
+          organizationId,
+          name: this.cleanName(dto.name),
+          baseType: this.cleanBase(dto.baseType),
+          icon: this.cleanIcon(dto.icon),
+          color: this.cleanColor(dto.color),
+          fields: this.cleanFieldDefs(dto.fields ?? []) as unknown as Prisma.InputJsonValue,
+          position: (max._max.position ?? -1) + 1,
+        },
+        select,
+      });
+      return this.toDto(row);
+    } catch (e) {
+      throw this.mapError(e);
+    }
+  }
+
+  async update(
+    organizationId: string,
+    id: string,
+    dto: UpdateActivityTypeRequest,
+  ): Promise<ActivityTypeDefDto> {
+    const current = await this.get(organizationId, id);
+    if (current.isSystem && dto.baseType && dto.baseType !== current.baseType) {
+      throw new BadRequestException('نوع پایهٔ انواع اصلی قابل تغییر نیست');
+    }
+    if (current.isSystem && dto.isActive === false) {
+      throw new BadRequestException('انواع اصلی را نمی‌توان غیرفعال کرد');
+    }
+    const nextBase = dto.baseType ? this.cleanBase(dto.baseType) : current.baseType;
+    try {
+      const row = await this.prisma.$transaction(async (tx) => {
+        if (nextBase !== current.baseType) {
+          await tx.activity.updateMany({
+            where: { organizationId, typeDefId: id },
+            data: { type: nextBase },
+          });
+        }
+        return tx.activityTypeDef.update({
+          where: { id },
+          data: {
+            ...(dto.name != null ? { name: this.cleanName(dto.name) } : {}),
+            ...(dto.icon != null ? { icon: this.cleanIcon(dto.icon) } : {}),
+            ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
+            ...(dto.fields != null
+              ? { fields: this.cleanFieldDefs(dto.fields) as unknown as Prisma.InputJsonValue }
+              : {}),
+            ...(dto.isActive != null ? { isActive: dto.isActive } : {}),
+            baseType: nextBase,
+          },
+          select,
+        });
+      });
+      return this.toDto(row);
+    } catch (e) {
+      throw this.mapError(e);
+    }
+  }
+
+  async reorder(organizationId: string, typeIds: string[]): Promise<ActivityTypeDefDto[]> {
+    await this.prisma.$transaction(
+      typeIds.map((id, position) =>
+        this.prisma.activityTypeDef.updateMany({
+          where: { id, organizationId },
+          data: { position },
+        }),
+      ),
+    );
+    return this.list(organizationId);
+  }
+
+  async remove(organizationId: string, id: string): Promise<void> {
+    const def = await this.get(organizationId, id);
+    if (def.isSystem) throw new BadRequestException('انواع اصلی قابل حذف نیستند');
+    // onDelete: SetNull → فعالیت‌ها به نوع اصلیِ نوع پایهٔ خود برمی‌گردند
+    await this.prisma.activityTypeDef.delete({ where: { id } });
+  }
+
+  toSummary(row: Pick<TypeRow, 'id' | 'name' | 'icon' | 'color'>): ActivityTypeSummaryDto {
+    return {
+      id: row.id,
+      name: row.name,
+      icon: this.cleanIcon(row.icon),
+      color: this.cleanColor(row.color),
+    };
+  }
+
+  parseFields(raw: Prisma.JsonValue): ActivityFieldDef[] {
+    if (!Array.isArray(raw)) return [];
+    return raw.filter(
+      (f): f is ActivityFieldDef & Prisma.JsonObject =>
+        Boolean(f) && typeof f === 'object' && !Array.isArray(f) && typeof (f as { key?: unknown }).key === 'string',
+    ) as ActivityFieldDef[];
+  }
+
+  private async get(organizationId: string, id: string): Promise<TypeRow> {
+    const row = await this.prisma.activityTypeDef.findFirst({
+      where: { id, organizationId },
+      select,
+    });
+    if (!row) throw new NotFoundException('نوع فعالیت پیدا نشد');
+    return row;
+  }
+
+  private cleanValue(def: ActivityFieldDef, raw: unknown): ActivityFieldValue {
+    switch (def.type) {
+      case 'text':
+        return cleanText(raw, 500);
+      case 'textarea':
+        return cleanText(raw, 5000);
+      case 'url':
+        return cleanText(raw, 1000);
+      case 'number': {
+        if (raw === '' || raw == null) return null;
+        const n = typeof raw === 'number' ? raw : Number(String(raw).replace(/,/g, ''));
+        return Number.isFinite(n) ? n : null;
+      }
+      case 'date': {
+        const s = cleanText(raw, 40);
+        return s && /^\d{4}-\d{2}-\d{2}/.test(s) && !Number.isNaN(new Date(s).getTime())
+          ? s
+          : null;
+      }
+      case 'select': {
+        const s = cleanText(raw, 200);
+        return s && (def.options ?? []).includes(s) ? s : null;
+      }
+      case 'multiselect': {
+        if (!Array.isArray(raw)) return null;
+        const opts = new Set(def.options ?? []);
+        const list = [...new Set(raw.filter((v): v is string => typeof v === 'string' && opts.has(v)))];
+        return list.length ? list : null;
+      }
+      case 'checkbox':
+        return raw === true ? true : raw === false ? false : null;
+      case 'checklist': {
+        if (!Array.isArray(raw)) return null;
+        const items: ActivityChecklistItem[] = [];
+        for (const it of raw.slice(0, MAX_CHECKLIST)) {
+          if (!it || typeof it !== 'object') continue;
+          const o = it as Record<string, unknown>;
+          const text = cleanText(o.text, 300);
+          if (!text) continue;
+          const id = typeof o.id === 'string' && o.id.trim() ? o.id.trim().slice(0, 64) : randomUUID();
+          items.push({ id, text, done: o.done === true });
+        }
+        return items.length ? items : null;
+      }
+      case 'participants': {
+        if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return null;
+        const o = raw as Record<string, unknown>;
+        const userIds = Array.isArray(o.userIds)
+          ? [...new Set(o.userIds.filter((v): v is string => typeof v === 'string' && Boolean(v.trim())))]
+          : [];
+        const people = Array.isArray(o.people)
+          ? o.people
+              .filter(
+                (p): p is { id: string; name?: unknown } =>
+                  Boolean(p) && typeof p === 'object' && typeof (p as { id?: unknown }).id === 'string',
+              )
+              .map((p) => ({ id: p.id, name: cleanText(p.name, 200) ?? '' }))
+          : [];
+        const guests = Array.isArray(o.guests)
+          ? [
+              ...new Set(
+                o.guests
+                  .map((g) => cleanText(g, 120))
+                  .filter((g): g is string => Boolean(g)),
+              ),
+            ]
+          : [];
+        if (!userIds.length && !people.length && !guests.length) return null;
+        return {
+          userIds: userIds.slice(0, MAX_PARTICIPANTS),
+          people: people.slice(0, MAX_PARTICIPANTS),
+          guests: guests.slice(0, MAX_PARTICIPANTS),
+        };
+      }
+      default:
+        return null;
+    }
+  }
+
+  private cleanFieldDefs(raw: ActivityFieldDef[]): ActivityFieldDef[] {
+    if (!Array.isArray(raw)) throw new BadRequestException('تعریف فیلدها نامعتبر است');
+    if (raw.length > MAX_FIELDS) {
+      throw new BadRequestException(`حداکثر ${MAX_FIELDS} فیلد برای هر نوع مجاز است`);
+    }
+    const keys = new Set<string>();
+    return raw.map((f, i) => {
+      const label = typeof f?.label === 'string' ? f.label.trim() : '';
+      if (!label) throw new BadRequestException(`عنوان فیلد ${i + 1} لازم است`);
+      if (label.length > 80) throw new BadRequestException('عنوان فیلد حداکثر ۸۰ کاراکتر است');
+      const type = ACTIVITY_FIELD_TYPES.includes(f.type as ActivityFieldType)
+        ? (f.type as ActivityFieldType)
+        : null;
+      if (!type) throw new BadRequestException(`نوع فیلد «${label}» معتبر نیست`);
+      let key = typeof f.key === 'string' ? f.key.trim().toLowerCase() : '';
+      if (!/^[a-z][a-z0-9_]{0,39}$/.test(key)) key = `f_${randomUUID().slice(0, 8)}`;
+      if (keys.has(key)) throw new BadRequestException(`کلید فیلد «${label}» تکراری است`);
+      keys.add(key);
+      const def: ActivityFieldDef = { key, label, type };
+      if (ACTIVITY_FIELD_TYPES_WITH_OPTIONS.includes(type)) {
+        const options = [
+          ...new Set(
+            (Array.isArray(f.options) ? f.options : [])
+              .map((o) => (typeof o === 'string' ? o.trim() : ''))
+              .filter(Boolean)
+              .map((o) => o.slice(0, 200)),
+          ),
+        ].slice(0, MAX_OPTIONS);
+        if (!options.length) {
+          throw new BadRequestException(`برای فیلد «${label}» حداقل یک گزینه تعریف کنید`);
+        }
+        def.options = options;
+      }
+      if (f.required) def.required = true;
+      const placeholder = typeof f.placeholder === 'string' ? f.placeholder.trim().slice(0, 200) : '';
+      if (placeholder) def.placeholder = placeholder;
+      return def;
+    });
+  }
+
+  private cleanName(raw: string): string {
+    const name = raw?.trim() ?? '';
+    if (!name) throw new BadRequestException('نام نوع فعالیت لازم است');
+    if (name.length > 60) throw new BadRequestException('نام نوع فعالیت حداکثر ۶۰ کاراکتر است');
+    return name;
+  }
+
+  private cleanBase(raw?: ActivityType): ActivityType {
+    return raw && BASE_TYPES.includes(raw) ? raw : 'task';
+  }
+
+  private cleanIcon(raw?: string): ActivityTypeIcon {
+    return (ACTIVITY_TYPE_ICONS as readonly string[]).includes(raw ?? '')
+      ? (raw as ActivityTypeIcon)
+      : 'check';
+  }
+
+  private cleanColor(raw?: string): ActivityStageColor {
+    return ACTIVITY_STAGE_COLORS.includes(raw as ActivityStageColor)
+      ? (raw as ActivityStageColor)
+      : 'green';
+  }
+
+  private mapError(e: unknown) {
+    if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+      return new BadRequestException('نوع فعالیتی با این نام وجود دارد');
+    }
+    return e;
+  }
+
+  private toDto(row: TypeRow): ActivityTypeDefDto {
+    return {
+      ...this.toSummary(row),
+      baseType: row.baseType,
+      fields: this.parseFields(row.fields),
+      position: row.position,
+      isActive: row.isActive,
+      isSystem: row.isSystem,
+    };
+  }
+}
+
+function cleanText(raw: unknown, max: number): string | null {
+  if (typeof raw !== 'string' && typeof raw !== 'number') return null;
+  const s = String(raw).trim();
+  return s ? s.slice(0, max) : null;
+}
+
+function isParticipants(v: unknown): v is ActivityParticipantsValue {
+  return Boolean(v) && typeof v === 'object' && !Array.isArray(v) && Array.isArray((v as ActivityParticipantsValue).userIds);
+}

apps/api/src/activities/dto.ts

@@ -1,9 +1,12 @@
 import { Type } from 'class-transformer';
 import {
+  Allow,
+  IsArray,
   IsBoolean,
   IsDateString,
   IsIn,
   IsInt,
+  IsObject,
   IsOptional,
   IsString,
   Max,
@@ -12,6 +15,29 @@ import {
   MinLength,
   ValidateIf,
 } from 'class-validator';
+import type { ActivityFieldDef, ActivityFieldValues, ActivityTypeIcon } from '@mento/shared';
+import { ACTIVITY_TYPE_ICONS } from '@mento/shared';
+
+/** تکه‌های JSON از ایمپورت مرورگرگرا */
+export class ImportActivityRowsDto {
+  @IsArray()
+  @Allow()
+  rows!: Array<Record<string, string>>;
+
+  @Type(() => Number)
+  @IsInt()
+  @Min(0)
+  offset!: number;
+
+  @Type(() => Number)
+  @IsInt()
+  @Min(0)
+  total!: number;
+
+  @IsOptional()
+  @IsString()
+  sessionId?: string;
+}
 
 const ACTIVITY_TYPES = ['call', 'meeting', 'task', 'note'] as const;
 const ACTIVITY_STATUSES = ['open', 'done', 'canceled'] as const;
@@ -27,6 +53,32 @@ export class ListActivitiesQueryDto {
   @IsString()
   q?: string;
 
+  @IsOptional()
+  @IsIn(['mine', 'team'])
+  desk?: 'mine' | 'team';
+
+  @IsOptional()
+  @IsIn(ACTIVITY_TYPES)
+  type?: (typeof ACTIVITY_TYPES)[number];
+
+  @IsOptional()
+  @IsIn(ACTIVITY_STATUSES)
+  status?: (typeof ACTIVITY_STATUSES)[number];
+
+  @IsOptional()
+  @IsString()
+  assigneeId?: string;
+
+  /** نوع فعالیت (تعریف‌شده در سازمان) */
+  @IsOptional()
+  @IsString()
+  typeDefId?: string;
+
+  /** شناسهٔ مرحله یا 'all' — حالت تب/کانبان مراحل */
+  @IsOptional()
+  @IsString()
+  stageId?: string;
+
   @IsOptional()
   @IsString()
   personId?: string;
@@ -39,6 +91,10 @@ export class ListActivitiesQueryDto {
   @IsString()
   dealId?: string;
 
+  @IsOptional()
+  @IsString()
+  leadId?: string;
+
   /** Inclusive start (ISO). When set with/without filter, restricts dueAt. */
   @IsOptional()
   @IsDateString()
@@ -63,16 +119,134 @@ export class ListActivitiesQueryDto {
   limit?: number = 50;
 }
 
+const STAGE_COLORS = ['green', 'orange', 'purple', 'blue', 'rose', 'slate'] as const;
+
+export class CreateActivityStageDto {
+  @IsString()
+  @MinLength(1)
+  @MaxLength(80)
+  name!: string;
+
+  @IsOptional()
+  @IsIn(STAGE_COLORS)
+  color?: (typeof STAGE_COLORS)[number];
+
+  @IsOptional()
+  @IsIn(ACTIVITY_STATUSES)
+  kind?: (typeof ACTIVITY_STATUSES)[number];
+}
+
+export class UpdateActivityStageDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(1)
+  @MaxLength(80)
+  name?: string;
+
+  @IsOptional()
+  @IsIn(STAGE_COLORS)
+  color?: (typeof STAGE_COLORS)[number];
+
+  @IsOptional()
+  @IsIn(ACTIVITY_STATUSES)
+  kind?: (typeof ACTIVITY_STATUSES)[number];
+}
+
+export class ReorderActivityStagesDto {
+  @IsArray()
+  @IsString({ each: true })
+  stageIds!: string[];
+}
+
+export class MoveActivityStageDto {
+  @IsString()
+  stageId!: string;
+}
+
+/** محتوای fields در سرویس بر اساس تعریف نوع اعتبارسنجی می‌شود */
+export class CreateActivityTypeDto {
+  @IsString()
+  @MinLength(1)
+  @MaxLength(60)
+  name!: string;
+
+  @IsOptional()
+  @IsIn(ACTIVITY_TYPES)
+  baseType?: (typeof ACTIVITY_TYPES)[number];
+
+  @IsOptional()
+  @IsIn(ACTIVITY_TYPE_ICONS)
+  icon?: ActivityTypeIcon;
+
+  @IsOptional()
+  @IsIn(STAGE_COLORS)
+  color?: (typeof STAGE_COLORS)[number];
+
+  @IsOptional()
+  @IsArray()
+  @Allow()
+  fields?: ActivityFieldDef[];
+}
+
+export class UpdateActivityTypeDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(1)
+  @MaxLength(60)
+  name?: string;
+
+  @IsOptional()
+  @IsIn(ACTIVITY_TYPES)
+  baseType?: (typeof ACTIVITY_TYPES)[number];
+
+  @IsOptional()
+  @IsIn(ACTIVITY_TYPE_ICONS)
+  icon?: ActivityTypeIcon;
+
+  @IsOptional()
+  @IsIn(STAGE_COLORS)
+  color?: (typeof STAGE_COLORS)[number];
+
+  @IsOptional()
+  @IsArray()
+  @Allow()
+  fields?: ActivityFieldDef[];
+
+  @IsOptional()
+  @IsBoolean()
+  isActive?: boolean;
+}
+
+export class ReorderActivityTypesDto {
+  @IsArray()
+  @IsString({ each: true })
+  typeIds!: string[];
+}
+
 export class CreateActivityDto {
   @IsString()
   @MinLength(2)
   @MaxLength(200)
   title!: string;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  stageId?: string | null;
+
   @IsOptional()
   @IsIn(ACTIVITY_TYPES)
   type?: (typeof ACTIVITY_TYPES)[number];
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  typeDefId?: string | null;
+
+  @IsOptional()
+  @IsObject()
+  fields?: ActivityFieldValues;
+
   @IsOptional()
   @IsIn(ACTIVITY_PRIORITIES)
   priority?: (typeof ACTIVITY_PRIORITIES)[number];
@@ -107,6 +281,11 @@ export class CreateActivityDto {
   @IsBoolean()
   reminderNotifySms?: boolean;
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  tags?: string[];
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -126,6 +305,11 @@ export class CreateActivityDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   assigneeId?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  assigneeIds?: string[];
 }
 
 export class UpdateActivityDto {
@@ -139,6 +323,15 @@ export class UpdateActivityDto {
   @IsIn(ACTIVITY_TYPES)
   type?: (typeof ACTIVITY_TYPES)[number];
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  typeDefId?: string | null;
+
+  @IsOptional()
+  @IsObject()
+  fields?: ActivityFieldValues;
+
   @IsOptional()
   @IsIn(ACTIVITY_STATUSES)
   status?: (typeof ACTIVITY_STATUSES)[number];
@@ -177,6 +370,11 @@ export class UpdateActivityDto {
   @IsBoolean()
   reminderNotifySms?: boolean;
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  tags?: string[];
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -196,4 +394,9 @@ export class UpdateActivityDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   assigneeId?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  assigneeIds?: string[];
 }

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

@@ -1,80 +0,0 @@
-import {
-  BadRequestException,
-  Injectable,
-  ServiceUnavailableException,
-} from '@nestjs/common';
-import { ConfigService } from '@nestjs/config';
-
-const MAX_AUDIO_BYTES = 8 * 1024 * 1024;
-
-@Injectable()
-export class AiSttService {
-  constructor(private readonly config: ConfigService) {}
-
-  isEnabled(): boolean {
-    return (
-      this.config.get<string>('STT_ENABLED') === 'true' &&
-      Boolean(this.sttUrl())
-    );
-  }
-
-  async transcribe(file: Express.Multer.File | undefined) {
-    if (!this.isEnabled()) {
-      throw new ServiceUnavailableException('تبدیل صوت به متن فعال نیست');
-    }
-    if (!file?.buffer?.length) {
-      throw new BadRequestException('فایل صوتی ارسال نشده است');
-    }
-    if (file.size > MAX_AUDIO_BYTES) {
-      throw new BadRequestException('حجم فایل صوتی بیش از حد مجاز است');
-    }
-
-    const form = new FormData();
-    form.append(
-      'audio',
-      new Blob([new Uint8Array(file.buffer)], {
-        type: file.mimetype || 'audio/wav',
-      }),
-      file.originalname || 'audio.wav',
-    );
-
-    const timeoutMs = Number(this.config.get<string>('STT_TIMEOUT_MS') || 60000);
-    const headers: Record<string, string> = {};
-    const token = this.config.get<string>('STT_INTERNAL_TOKEN')?.trim();
-    if (token) headers['X-STT-Token'] = token;
-
-    let res: Response;
-    try {
-      res = await fetch(`${this.sttUrl()}/transcribe`, {
-        method: 'POST',
-        headers,
-        body: form,
-        signal: AbortSignal.timeout(timeoutMs),
-      });
-    } catch {
-      throw new ServiceUnavailableException(
-        'سرویس تبدیل صوت در دسترس نیست. Pipecat STT را اجرا کنید.',
-      );
-    }
-
-    const payload = (await res.json().catch(() => ({}))) as {
-      text?: string;
-      detail?: string | Array<{ msg?: string }>;
-    };
-
-    if (!res.ok) {
-      const detail = Array.isArray(payload.detail)
-        ? payload.detail.map((item) => item.msg).filter(Boolean).join('، ')
-        : payload.detail;
-      throw new ServiceUnavailableException(
-        detail || 'تبدیل صوت به متن ناموفق بود',
-      );
-    }
-
-    return { text: (payload.text ?? '').trim() };
-  }
-
-  private sttUrl(): string {
-    return (this.config.get<string>('STT_URL') ?? '').trim().replace(/\/$/, '');
-  }
-}

apps/api/src/ai/ai.controller.ts

@@ -1,22 +1,10 @@
-import {
-  Body,
-  Controller,
-  Get,
-  Param,
-  Post,
-  UploadedFile,
-  UseGuards,
-  UseInterceptors,
-} from '@nestjs/common';
-import { FileInterceptor } from '@nestjs/platform-express';
-import { memoryStorage } from 'multer';
+import { Body, Controller, Get, Param, Post, UseGuards } from '@nestjs/common';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { AiAskService } from './ai-ask.service';
-import { AskMentoDto } from './dto';
+import { AskMentoDto, VoiceCommandDto } from './dto';
 import { AiService } from './ai.service';
-import { AiSttService } from './ai-stt.service';
 
 @Controller('ai')
 @UseGuards(JwtAuthGuard)
@@ -24,28 +12,21 @@ export class AiController {
   constructor(
     private readonly ai: AiService,
     private readonly ask: AiAskService,
-    private readonly stt: AiSttService,
   ) {}
 
   @Get('status')
   status() {
-    return { enabled: this.ai.isEnabled(), stt: this.stt.isEnabled() };
+    return { enabled: this.ai.isEnabled() };
   }
 
-  @Post('transcribe')
-  @UseInterceptors(
-    FileInterceptor('audio', {
-      storage: memoryStorage(),
-      limits: { fileSize: 8 * 1024 * 1024 },
-    }),
-  )
-  transcribe(@UploadedFile() file: Express.Multer.File) {
-    return this.stt.transcribe(file);
+  @Post('voice-command')
+  voiceCommand(@CurrentUser() user: Actor, @Body() dto: VoiceCommandDto) {
+    return this.ask.parseVoiceCommand(user, dto.text);
   }
 
   @Post('ask')
   askMento(@CurrentUser() user: Actor, @Body() dto: AskMentoDto) {
-    return this.ask.ask(user, dto.question, dto.personId);
+    return this.ask.ask(user, dto.question, dto.personId, dto.chatContext);
   }
 
   @Get('people/:personId/summary')

apps/api/src/ai/ai.module.ts

@@ -2,12 +2,11 @@ import { Global, Module } from '@nestjs/common';
 import { AiAskService } from './ai-ask.service';
 import { AiController } from './ai.controller';
 import { AiService } from './ai.service';
-import { AiSttService } from './ai-stt.service';
 
 @Global()
 @Module({
   controllers: [AiController],
-  providers: [AiService, AiAskService, AiSttService],
-  exports: [AiService, AiSttService],
+  providers: [AiService, AiAskService],
+  exports: [AiService],
 })
 export class AiModule {}

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

@@ -4,6 +4,7 @@ import {
   ServiceUnavailableException,
 } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
+import { rewriteGregorianDates } from '../common/jalali';
 
 export type NoteAiExtract = {
   nextAction: {
@@ -44,6 +45,7 @@ Rules:
 - dueAt: ISO 8601 date-time if a deadline is mentioned; otherwise null.
 - memoryItems: durable facts about the customer (preferences, budget, decisions, family, objections) — NOT tasks.
 - Keep text in Persian when the note is Persian.
+- If summary mentions a date, write it Shamsi/Jalali like ۱۴۰۴/۰۷/۲۱, never Gregorian month names such as سپتامبر.
 - Do not invent facts not supported by the note.
 - Maximum 5 memory items.`;
 
@@ -61,6 +63,45 @@ Rules:
     return this.normalizeExtract(raw);
   }
 
+  async summarizeCallTranscript(input: {
+    transcript: string;
+    personName?: string | null;
+    direction?: string | null;
+  }): Promise<{ summary: string; nextAction: string | null }> {
+    const system = `You summarize phone call transcripts for a Persian CRM.
+Return ONLY valid JSON:
+{
+  "summary": string,
+  "nextAction": string | null
+}
+Rules:
+- summary: 3–8 concise Persian sentences covering purpose, customer needs, outcomes, and commitments.
+- nextAction: one short Persian follow-up if needed; otherwise null.
+- Do not invent facts not in the transcript.
+- Keep names, numbers, and amounts accurate.
+- Dates in summary and nextAction must be Shamsi/Jalali like ۱۴۰۴/۰۷/۲۱, never Gregorian month names such as سپتامبر.`;
+
+    const userParts = [
+      input.personName ? `Customer: ${input.personName}` : null,
+      input.direction ? `Direction: ${input.direction}` : null,
+      `Transcript:\n${input.transcript.trim().slice(0, 12000)}`,
+    ].filter(Boolean);
+
+    const raw = await this.completeJson<{
+      summary?: string;
+      nextAction?: string | null;
+    }>(system, userParts.join('\n'));
+
+    const summary = rewriteGregorianDates(String(raw.summary ?? '').trim()).slice(0, 4000);
+    if (!summary) {
+      throw new BadRequestException('خلاصه تماس خالی بود');
+    }
+    const nextAction = raw.nextAction
+      ? rewriteGregorianDates(String(raw.nextAction).trim()).slice(0, 500) || null
+      : null;
+    return { summary, nextAction };
+  }
+
   async completeJson<T>(system: string, user: string): Promise<T> {
     if (!this.isEnabled()) {
       throw new ServiceUnavailableException('هوش مصنوعی فعال نیست');
@@ -131,9 +172,9 @@ Rules:
     const nextAction =
       raw.nextAction && typeof raw.nextAction === 'object'
         ? {
-            title: String(raw.nextAction.title ?? '').trim().slice(0, 200),
+            title: rewriteGregorianDates(String(raw.nextAction.title ?? '').trim()).slice(0, 200),
             description: raw.nextAction.description
-              ? String(raw.nextAction.description).trim().slice(0, 2000)
+              ? rewriteGregorianDates(String(raw.nextAction.description).trim()).slice(0, 2000)
               : undefined,
             dueAt: raw.nextAction.dueAt
               ? String(raw.nextAction.dueAt).trim()
@@ -144,7 +185,7 @@ Rules:
     const memoryItems = Array.isArray(raw.memoryItems)
       ? raw.memoryItems
           .map((item) => ({
-            content: String(item?.content ?? '').trim().slice(0, 500),
+            content: rewriteGregorianDates(String(item?.content ?? '').trim()).slice(0, 500),
             category: item?.category
               ? String(item.category).trim().slice(0, 40)
               : undefined,
@@ -159,7 +200,7 @@ Rules:
     return {
       nextAction: cleanedNext,
       memoryItems,
-      summary: raw.summary ? String(raw.summary).trim().slice(0, 500) : undefined,
+      summary: raw.summary ? rewriteGregorianDates(String(raw.summary).trim()).slice(0, 500) : undefined,
     };
   }
 }

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

@@ -0,0 +1,247 @@
+import {
+  PERSON_IMPORT_SOURCES,
+  type PersonImportSource,
+} from '@mento/shared';
+
+export type CountEntity =
+  | 'lead'
+  | 'person'
+  | 'company'
+  | 'deal'
+  | 'invoice'
+  | 'quote'
+  | 'product'
+  | 'activity'
+  | 'ticket'
+  | 'note'
+  | 'cheque'
+  | 'reservation'
+  | 'routine'
+  | 'project';
+
+export type CountPeriod = 'today' | 'yesterday' | 'week' | 'last_week' | 'month' | 'last_month';
+
+export type LeadBucket = 'summary' | 'open' | 'archived' | 'converted';
+export type DealBucket = 'all' | 'open' | 'won' | 'lost' | 'stale';
+
+export type CountIntent = {
+  entity: CountEntity;
+  personSource?: PersonImportSource;
+  mood?: 'newcomer' | 'happy' | 'unhappy' | 'special';
+  leadBucket: LeadBucket;
+  dealBucket: DealBucket;
+  period?: CountPeriod;
+  /** متن باقی‌مانده برای تطبیق مرحله یا منبع لید */
+  hint: string;
+};
+
+const SOURCE_PATTERNS: Array<{ re: RegExp; source: PersonImportSource }> = [
+  { re: /دستی/, source: 'manual' },
+  { re: /اکسل/, source: 'excel' },
+  { re: /دیدار/, source: 'didar' },
+  { re: /ته\s*حساب/, source: 'tahesab' },
+  { re: /گوشی|مخاطب\s*گوشی|مخاطبین/, source: 'phone' },
+  { re: /فرم/, source: 'lead_form' },
+  { re: /مونتیفای/, source: 'montify' },
+  { re: /سایر|بقیه/, source: 'other' },
+];
+
+export function normalizeAskText(raw: string) {
+  return raw
+    .replace(/ي/g, 'ی')
+    .replace(/ك/g, 'ک')
+    .replace(/‌/g, ' ')
+    .replace(/[؟?!.,،؛:]+/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim()
+    .toLowerCase();
+}
+
+export function isCountQuestion(q: string) {
+  return /چند|تعداد|چقدر|چنتا|چند\s*تا/.test(q);
+}
+
+function detectEntity(q: string): CountEntity | null {
+  if (/لید|سرنخ/.test(q)) return 'lead';
+  if (/پیش\s*فاکتور/.test(q)) return 'quote';
+  if (/فاکتور/.test(q)) return 'invoice';
+  if (/معاملات|معامله/.test(q)) return 'deal';
+  if (/چک/.test(q)) return 'cheque';
+  if (/رزرو|نوبت/.test(q)) return 'reservation';
+  if (/روتین/.test(q)) return 'routine';
+  if (/پروژه/.test(q)) return 'project';
+  if (/تیکت/.test(q)) return 'ticket';
+  if (/یادداشت/.test(q)) return 'note';
+  if (/فعالیت/.test(q)) return 'activity';
+  if (/محصول|کالا/.test(q)) return 'product';
+  if (/شرکت/.test(q) && !/مشتری/.test(q)) return 'company';
+  if (/مشتری|اشخاص|شخص ها|افراد|مخاطب/.test(q)) return 'person';
+  return null;
+}
+
+function detectPeriod(q: string): CountPeriod | undefined {
+  if (/دیروز/.test(q)) return 'yesterday';
+  if (/امروز/.test(q)) return 'today';
+  if (/هفته\s*(?:ی\s+)?(گذشته|قبل|پیش)/.test(q)) return 'last_week';
+  if (/این\s*هفته|هفته\s*جاری/.test(q)) return 'week';
+  if (/ماه\s*(?:ی\s+)?(گذشته|قبل|پیش)/.test(q)) return 'last_month';
+  if (/این\s*ماه|ماه\s*جاری/.test(q)) return 'month';
+  return undefined;
+}
+
+function detectLeadBucket(q: string): LeadBucket {
+  if (/بایگانی/.test(q)) return 'archived';
+  if (/تبدیل/.test(q)) return 'converted';
+  if (/باز|فعال|جاری/.test(q)) return 'open';
+  return 'summary';
+}
+
+function detectDealBucket(q: string): DealBucket {
+  if (/در\s*خطر|راکد|گندیده/.test(q)) return 'stale';
+  if (/برنده|موفق|بسته\s*شده\s*موفق/.test(q)) return 'won';
+  if (/باخته|از\s*دست\s*رفته|ناموفق/.test(q)) return 'lost';
+  if (/باز|جاری|فعال/.test(q)) return 'open';
+  return 'all';
+}
+
+function detectMood(q: string): CountIntent['mood'] {
+  if (/ناراضی/.test(q)) return 'unhappy';
+  if (/خوشحال/.test(q)) return 'happy';
+  if (/خاص/.test(q)) return 'special';
+  if (/تازه/.test(q)) return 'newcomer';
+  return undefined;
+}
+
+const HINT_STOP = [
+  'چند تا',
+  'ته حساب',
+  'مخاطب گوشی',
+  'مخاطبین',
+  'پیش فاکتور',
+  'بایگانی',
+  'مونتیفای',
+  'معاملات',
+  'مشتریان',
+  'سرنخ',
+  'لیدها',
+  'فعالیت',
+  'یادداشت',
+  'بگویید',
+  'داریم',
+  'دارید',
+  'هستند',
+  'تعداد',
+  'چقدر',
+  'چنتا',
+  'امروز',
+  'دیروز',
+  'جاری',
+  'تبدیل',
+  'برنده',
+  'باخته',
+  'ناراضی',
+  'خوشحال',
+  'محصول',
+  'فاکتور',
+  'معامله',
+  'مشتری',
+  'شرکت',
+  'پروژه',
+  'روتین',
+  'رزرو',
+  'نوبت',
+  'تیکت',
+  'منبع',
+  'مرحله',
+  'وضعیت',
+  'هفته',
+  'گذشته',
+  'پیش',
+  'قبل',
+  'لطفا',
+  'الان',
+  'شده',
+  'وارد',
+  'تازه',
+  'خاص',
+  'بگو',
+  'دارم',
+  'هست',
+  'است',
+  'جاری',
+  'فعال',
+  'باز',
+  'لید',
+  'کالا',
+  'چک',
+  'ماه',
+  'پیش',
+  'های',
+  'چند',
+  'کل',
+  'همه',
+  'این',
+  'یک',
+  'یه',
+  'از',
+  'با',
+  'در',
+  'تا',
+  'ها',
+].sort((a, b) => b.length - a.length);
+
+const PERSON_HINT_STOP = [
+  'ته حساب',
+  'مخاطب گوشی',
+  'مخاطبین',
+  'مونتیفای',
+  'ناراضی',
+  'خوشحال',
+  'دستی',
+  'اکسل',
+  'دیدار',
+  'گوشی',
+  'مخاطب',
+  'فرم',
+  'سایر',
+  'تازه',
+  'خاص',
+].sort((a, b) => b.length - a.length);
+
+function leftoverHint(q: string, entity: CountEntity) {
+  let text = ` ${q} `;
+  const words = entity === 'person' || entity === 'company'
+    ? [...HINT_STOP, ...PERSON_HINT_STOP]
+    : HINT_STOP;
+  for (const word of [...words].sort((a, b) => b.length - a.length)) {
+    text = text.replaceAll(word, ' ');
+  }
+  return text.replace(/\s+/g, ' ').trim();
+}
+
+export function classifyCountQuestion(raw: string): CountIntent | null {
+  const q = normalizeAskText(raw);
+  if (!isCountQuestion(q)) return null;
+  const entity = detectEntity(q);
+  if (!entity) return null;
+  const personSource = SOURCE_PATTERNS.find((item) => item.re.test(q))?.source;
+  const period = detectPeriod(q);
+  let hint = leftoverHint(q, entity);
+  if (period && entity === 'lead' && !/مرحله|وضعیت|ستون/.test(q)) {
+    hint = hint.replace(/(^|\s)جدید(?=\s|$)/g, ' ').replace(/\s+/g, ' ').trim();
+  }
+  return {
+    entity,
+    personSource:
+      entity === 'person' || entity === 'company' ? personSource : undefined,
+    mood: entity === 'person' ? detectMood(q) : undefined,
+    leadBucket: detectLeadBucket(q),
+    dealBucket: detectDealBucket(q),
+    period,
+    hint,
+  };
+}
+
+export function personSourceKeys(): readonly PersonImportSource[] {
+  return PERSON_IMPORT_SOURCES;
+}

apps/api/src/ai/dto.ts

@@ -1,5 +1,12 @@
 import { IsOptional, IsString, MaxLength, MinLength } from 'class-validator';
 
+export class VoiceCommandDto {
+  @IsString()
+  @MinLength(2)
+  @MaxLength(800)
+  text!: string;
+}
+
 export class AskMentoDto {
   @IsString()
   @MinLength(2)
@@ -9,4 +16,9 @@ export class AskMentoDto {
   @IsOptional()
   @IsString()
   personId?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  chatContext?: string;
 }

apps/api/src/app.module.ts

@@ -28,12 +28,28 @@ import { LoyaltyModule } from './loyalty/loyalty.module';
 import { AutomationsModule } from './automations/automations.module';
 import { MessageAutomationsModule } from './message-automations/message-automations.module';
 import { AiModule } from './ai/ai.module';
+import { TrackingModule } from './tracking/tracking.module';
 import { MemoryModule } from './memory/memory.module';
 import { TahesabModule } from './integrations/tahesab/tahesab.module';
 import { InventoryModule } from './inventory/inventory.module';
 import { FinanceModule } from './finance/finance.module';
 import { PlatformModule } from './platform/platform.module';
 import { BillingModule } from './billing/billing.module';
+import { AuditLogsModule } from './audit-logs/audit-logs.module';
+import { SavedViewsModule } from './saved-views/saved-views.module';
+import { TablePrefsModule } from './table-prefs/table-prefs.module';
+import { PublicApiModule } from './public-api/public-api.module';
+import { SmsCampaignsModule } from './sms-campaigns/sms-campaigns.module';
+import { TeamsModule } from './teams/teams.module';
+import { WooCommerceModule } from './integrations/woocommerce/woocommerce.module';
+import { MontifyModule } from './integrations/montify/montify.module';
+import { VoipModule } from './integrations/voip/voip.module';
+import { ReservationsModule } from './reservations/reservations.module';
+import { LeadsModule } from './leads/leads.module';
+import { ConversationsModule } from './conversations/conversations.module';
+import { RoutinesModule } from './routines/routines.module';
+import { GamificationModule } from './gamification/gamification.module';
+import { DeletionsModule } from './deletions/deletions.module';
 
 @Module({
   imports: [
@@ -53,6 +69,7 @@ import { BillingModule } from './billing/billing.module';
     OrgRolesModule,
     OrganizationsModule,
     ContactsModule,
+    LeadsModule,
     PipelinesModule,
     ActivitiesModule,
     NotesModule,
@@ -75,6 +92,21 @@ import { BillingModule } from './billing/billing.module';
     MessageAutomationsModule,
     MemoryModule,
     TahesabModule,
+    AuditLogsModule,
+    SavedViewsModule,
+    TablePrefsModule,
+    PublicApiModule,
+    SmsCampaignsModule,
+    TrackingModule,
+    TeamsModule,
+    WooCommerceModule,
+    MontifyModule,
+    VoipModule,
+    ReservationsModule,
+    ConversationsModule,
+    RoutinesModule,
+    GamificationModule,
+    DeletionsModule,
   ],
 })
 export class AppModule {}

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

@@ -0,0 +1,78 @@
+const FIELD_LABELS: Record<string, string> = {
+  title: 'عنوان',
+  name: 'نام',
+  firstName: 'نام',
+  lastName: 'نام خانوادگی',
+  fullName: 'نام',
+  description: 'توضیحات',
+  body: 'متن',
+  mobile: 'موبایل',
+  phone: 'تلفن',
+  email: 'ایمیل',
+  status: 'وضعیت',
+  stageId: 'مرحله',
+  priority: 'اولویت',
+  dueAt: 'موعد',
+  amount: 'مبلغ',
+  subject: 'موضوع',
+  type: 'نوع',
+  city: 'شهر',
+  address: 'آدرس',
+  notes: 'یادداشت',
+  contactName: 'نام مخاطب',
+};
+
+const SECRET = /password|token|secret|otp|pin/i;
+
+function textOf(value: unknown) {
+  if (typeof value === 'string') return value.trim().replace(/\s+/g, ' ');
+  if (typeof value === 'number' || typeof value === 'boolean') return String(value);
+  return '';
+}
+
+function labelOf(source: unknown) {
+  if (!source || typeof source !== 'object' || Array.isArray(source)) return '';
+  const body = source as Record<string, unknown>;
+  const person = [textOf(body.firstName), textOf(body.lastName)].filter(Boolean).join(' ');
+  return (
+    person ||
+    textOf(body.title) ||
+    textOf(body.name) ||
+    textOf(body.subject) ||
+    textOf(body.fullName)
+  ).slice(0, 120);
+}
+
+function changesOf(source: unknown) {
+  if (!source || typeof source !== 'object' || Array.isArray(source)) return '';
+  const bits: string[] = [];
+  for (const [key, value] of Object.entries(source as Record<string, unknown>)) {
+    if (SECRET.test(key)) continue;
+    const name = FIELD_LABELS[key];
+    if (!name) continue;
+    if (key.endsWith('Id')) {
+      bits.push(name);
+    } else {
+      const text = textOf(value).slice(0, 40);
+      if (!text) continue;
+      bits.push(`${name}: ${text}`);
+    }
+    if (bits.length >= 4) break;
+  }
+  return bits.join('، ');
+}
+
+export function auditStory(
+  method: string,
+  requestBody: unknown,
+  responseBody: unknown,
+) {
+  const label = labelOf(responseBody) || labelOf(requestBody);
+  const detail = method === 'DELETE' ? '' : changesOf(requestBody);
+  const summary = [label, detail].filter(Boolean).join(' — ').slice(0, 500);
+  return {
+    label,
+    detail: detail.slice(0, 240),
+    summary,
+  };
+}

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

@@ -0,0 +1,64 @@
+import { Controller, Get, Query, UseGuards } from '@nestjs/common';
+import { IsInt, IsOptional, IsString, Max, Min } from 'class-validator';
+import { Type } from 'class-transformer';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import { Roles } from '../auth/roles.decorator';
+import { RolesGuard } from '../auth/roles.guard';
+import { OrgModuleGuard } from '../billing/org-module.guard';
+import { RequireOrgModule } from '../billing/org-module.decorator';
+import { AuditLogsService } from './audit-logs.service';
+
+class ListAuditQueryDto {
+  @IsOptional()
+  @IsString()
+  q?: string;
+
+  @IsOptional()
+  @IsString()
+  actorUserId?: string;
+
+  @IsOptional()
+  @IsString()
+  entityType?: string;
+
+  @IsOptional()
+  @IsString()
+  action?: string;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(1)
+  page?: number;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(1)
+  @Max(100)
+  limit?: number;
+}
+
+@Controller('audit-logs')
+@UseGuards(JwtAuthGuard, RolesGuard, OrgModuleGuard)
+@RequireOrgModule('audit_logs')
+@Roles('owner', 'admin')
+export class AuditLogsController {
+  constructor(private readonly auditLogs: AuditLogsService) {}
+
+  @Get()
+  list(
+    @CurrentUser() user: { organizationId: string },
+    @Query() query: ListAuditQueryDto,
+  ) {
+    return this.auditLogs.list(user.organizationId, {
+      q: query.q,
+      actorUserId: query.actorUserId,
+      entityType: query.entityType,
+      action: query.action,
+      page: query.page,
+      limit: query.limit,
+    });
+  }
+}

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

@@ -0,0 +1,105 @@
+import {
+  CallHandler,
+  ExecutionContext,
+  Injectable,
+  NestInterceptor,
+} from '@nestjs/common';
+import type { Request } from 'express';
+import { Observable, tap } from 'rxjs';
+import { auditStory } from './audit-detail';
+import { AuditLogsService } from './audit-logs.service';
+
+const SKIP_PREFIXES = [
+  '/api/health',
+  '/api/auth/login',
+  '/api/auth/register',
+  '/api/auth/otp',
+  '/api/auth/refresh',
+  '/api/portal',
+  '/api/public',
+  '/api/platform',
+  '/api/audit-logs',
+];
+
+type AuthedRequest = Request & {
+  user?: {
+    userId?: string;
+    id?: string;
+    organizationId?: string;
+  };
+};
+
+function inferEntity(path: string): { entityType: string | null; entityId: string | null } {
+  const clean = path.replace(/^\/api\/?/, '').split('?')[0] ?? '';
+  const parts = clean.split('/').filter(Boolean);
+  if (!parts.length) return { entityType: null, entityId: null };
+  const entityType = parts[0] ?? null;
+  const maybeId = parts[1];
+  const entityId =
+    maybeId && !['new', 'me', 'summary', 'dashboard', 'board'].includes(maybeId)
+      ? maybeId
+      : null;
+  return { entityType, entityId };
+}
+
+function actionLabel(method: string, path: string): string {
+  const m = method.toUpperCase();
+  if (m === 'POST') return 'ایجاد';
+  if (m === 'PATCH' || m === 'PUT') return 'ویرایش';
+  if (m === 'DELETE') return 'حذف';
+  return m;
+  void path;
+}
+
+@Injectable()
+export class AuditLogsInterceptor implements NestInterceptor {
+  constructor(private readonly audit: AuditLogsService) {}
+
+  intercept(context: ExecutionContext, next: CallHandler): Observable<unknown> {
+    const http = context.switchToHttp();
+    const req = http.getRequest<AuthedRequest>();
+    const method = (req.method ?? 'GET').toUpperCase();
+    if (!['POST', 'PATCH', 'PUT', 'DELETE'].includes(method)) {
+      return next.handle();
+    }
+
+    const path = req.originalUrl || req.url || '';
+    if (SKIP_PREFIXES.some((p) => path.startsWith(p))) {
+      return next.handle();
+    }
+
+    const organizationId = req.user?.organizationId;
+    if (!organizationId) return next.handle();
+
+    const actorUserId = req.user?.userId ?? req.user?.id ?? null;
+    const { entityType, entityId } = inferEntity(path);
+    const action = actionLabel(method, path);
+    const ip =
+      (req.headers['x-forwarded-for'] as string | undefined)?.split(',')[0]?.trim() ||
+      req.ip ||
+      null;
+
+    return next.handle().pipe(
+      tap({
+        next: (response) => {
+          const story = auditStory(method, req.body, response);
+          const summary =
+            story.summary ||
+            `${action} ${entityType ?? 'منبع'} از مسیر ${path.split('?')[0]}`;
+          void this.audit.write({
+            organizationId,
+            actorUserId,
+            action,
+            method,
+            path: path.split('?')[0] ?? path,
+            entityType,
+            entityId,
+            summary,
+            meta: story.label || story.detail ? { label: story.label, detail: story.detail } : null,
+            ip,
+          });
+        },
+      }),
+    );
+  }
+}

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

@@ -0,0 +1,21 @@
+import { Module } from '@nestjs/common';
+import { APP_INTERCEPTOR } from '@nestjs/core';
+import { AuthModule } from '../auth/auth.module';
+import { BillingModule } from '../billing/billing.module';
+import { AuditLogsController } from './audit-logs.controller';
+import { AuditLogsInterceptor } from './audit-logs.interceptor';
+import { AuditLogsService } from './audit-logs.service';
+
+@Module({
+  imports: [AuthModule, BillingModule],
+  controllers: [AuditLogsController],
+  providers: [
+    AuditLogsService,
+    {
+      provide: APP_INTERCEPTOR,
+      useClass: AuditLogsInterceptor,
+    },
+  ],
+  exports: [AuditLogsService],
+})
+export class AuditLogsModule {}

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

@@ -0,0 +1,128 @@
+import { Injectable } from '@nestjs/common';
+import type { AuditLogDto, AuditLogListResponse } from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import { buildSearchWhere, ci } from '../common/search';
+
+export type AuditWriteInput = {
+  organizationId: string;
+  actorUserId?: string | null;
+  action: string;
+  method: string;
+  path: string;
+  entityType?: string | null;
+  entityId?: string | null;
+  summary: string;
+  meta?: Record<string, unknown> | null;
+  ip?: string | null;
+};
+
+@Injectable()
+export class AuditLogsService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async write(input: AuditWriteInput): Promise<void> {
+    try {
+      await this.prisma.auditLog.create({
+        data: {
+          organizationId: input.organizationId,
+          actorUserId: input.actorUserId ?? null,
+          action: input.action,
+          method: input.method.slice(0, 16),
+          path: input.path.slice(0, 400),
+          entityType: input.entityType ?? null,
+          entityId: input.entityId ?? null,
+          summary: input.summary.slice(0, 500),
+          meta:
+            input.meta == null
+              ? undefined
+              : (input.meta as Prisma.InputJsonValue),
+          ip: input.ip ?? null,
+        },
+      });
+    } catch {
+      // never break the main request because of audit write failures
+    }
+  }
+
+  async list(
+    organizationId: string,
+    opts: {
+      q?: string;
+      actorUserId?: string;
+      entityType?: string;
+      action?: string;
+      page?: number;
+      limit?: number;
+    },
+  ): Promise<AuditLogListResponse> {
+    const page = Math.max(1, opts.page ?? 1);
+    const limit = Math.min(100, Math.max(1, opts.limit ?? 30));
+    const where: Prisma.AuditLogWhereInput = {
+      organizationId,
+      ...(opts.actorUserId ? { actorUserId: opts.actorUserId } : {}),
+      ...(opts.entityType ? { entityType: opts.entityType } : {}),
+      ...(opts.action ? { action: opts.action } : {}),
+    };
+    const search = buildSearchWhere<Prisma.AuditLogWhereInput>(opts.q, (t) => [
+      { summary: ci(t) },
+      { path: ci(t) },
+      { action: ci(t) },
+      { actor: { fullName: ci(t) } },
+    ]);
+    if (search) where.AND = [search];
+
+    const [total, rows] = await Promise.all([
+      this.prisma.auditLog.count({ where }),
+      this.prisma.auditLog.findMany({
+        where,
+        include: { actor: { select: { id: true, fullName: true } } },
+        orderBy: { createdAt: 'desc' },
+        skip: (page - 1) * limit,
+        take: limit,
+      }),
+    ]);
+
+    return {
+      total,
+      page,
+      limit,
+      items: rows.map((row) => this.toDto(row)),
+    };
+  }
+
+  private toDto(row: {
+    id: string;
+    action: string;
+    method: string;
+    path: string;
+    entityType: string | null;
+    entityId: string | null;
+    summary: string;
+    meta: Prisma.JsonValue | null;
+    ip: string | null;
+    createdAt: Date;
+    actor: { id: string; fullName: string } | null;
+  }): AuditLogDto {
+    const meta =
+      row.meta && typeof row.meta === 'object' && !Array.isArray(row.meta)
+        ? (row.meta as { label?: unknown; detail?: unknown })
+        : null;
+    const label = typeof meta?.label === 'string' ? meta.label : null;
+    const detail = typeof meta?.detail === 'string' ? meta.detail : null;
+    return {
+      id: row.id,
+      action: row.action,
+      method: row.method,
+      path: row.path,
+      entityType: row.entityType,
+      entityId: row.entityId,
+      summary: row.summary,
+      label,
+      detail,
+      actor: row.actor,
+      ip: row.ip,
+      createdAt: row.createdAt.toISOString(),
+    };
+  }
+}

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

@@ -1,4 +1,5 @@
 import {
+  BadRequestException,
   Body,
   Controller,
   Delete,
@@ -25,8 +26,7 @@ import {
 } from './dto';
 import { JwtAuthGuard } from './jwt-auth.guard';
 import { CurrentUser } from './current-user.decorator';
-
-type AuthActor = { userId: string; organizationId: string };
+import type { Actor } from '../common/record-scope';
 
 @Controller('auth')
 export class AuthController {
@@ -68,7 +68,7 @@ export class AuthController {
   @UseGuards(JwtAuthGuard)
   @Post('switch-organization')
   switchOrganization(
-    @CurrentUser() user: AuthActor,
+    @CurrentUser() user: Actor,
     @Body() dto: SwitchOrganizationDto,
   ) {
     return this.authService.switchOrganization(user.userId, dto.organizationId);
@@ -76,26 +76,55 @@ export class AuthController {
 
   @UseGuards(JwtAuthGuard)
   @Get('organizations')
-  listOrganizations(@CurrentUser() user: AuthActor) {
+  listOrganizations(@CurrentUser() user: Actor) {
     return this.authService.listMyOrganizations(user.userId);
   }
 
   @UseGuards(JwtAuthGuard)
   @Get('me')
-  me(@CurrentUser() user: AuthActor) {
-    return this.authService.me(user.userId, user.organizationId);
+  me(@CurrentUser() user: Actor) {
+    return this.authService.me(user.userId, user.organizationId, user);
+  }
+
+  @UseGuards(JwtAuthGuard)
+  @Post('view-as')
+  viewAs(
+    @CurrentUser() user: Actor,
+    @Body() body: { targetUserId?: string },
+  ) {
+    if (!body.targetUserId?.trim()) {
+      throw new BadRequestException('کاربر هدف مشخص نیست.');
+    }
+    return this.authService.viewAs(user, body.targetUserId.trim());
   }
 
   @UseGuards(JwtAuthGuard)
   @Patch('me')
-  updateMe(@CurrentUser() user: AuthActor, @Body() dto: UpdateProfileDto) {
+  updateMe(@CurrentUser() user: Actor, @Body() dto: UpdateProfileDto) {
     return this.authService.updateMe(user.userId, user.organizationId, dto);
   }
 
+  @UseGuards(JwtAuthGuard)
+  @Patch('me/prior-archive')
+  setPriorLens(
+    @CurrentUser() user: Actor,
+    @Body() body: { lens?: string },
+  ) {
+    if (body.lens !== 'archive' && body.lens !== 'current') {
+      throw new BadRequestException('حالت بایگانی نامعتبر است');
+    }
+    return this.authService.setPriorLens(
+      user.userId,
+      user.organizationId,
+      body.lens,
+      user,
+    );
+  }
+
   /** عکس پروفایل کاربر جاری */
   @UseGuards(JwtAuthGuard)
   @Get('me/avatar')
-  async avatar(@CurrentUser() user: AuthActor) {
+  async avatar(@CurrentUser() user: Actor) {
     const file = await this.authService.openAvatar(user.userId);
     return new StreamableFile(file.stream, { type: file.mimeType });
   }
@@ -109,7 +138,7 @@ export class AuthController {
     }),
   )
   uploadAvatar(
-    @CurrentUser() user: AuthActor,
+    @CurrentUser() user: Actor,
     @UploadedFile() file: Express.Multer.File,
   ) {
     return this.authService.saveAvatar(user.userId, user.organizationId, file);
@@ -117,7 +146,7 @@ export class AuthController {
 
   @UseGuards(JwtAuthGuard)
   @Delete('me/avatar')
-  removeAvatar(@CurrentUser() user: AuthActor) {
+  removeAvatar(@CurrentUser() user: Actor) {
     return this.authService.removeAvatar(user.userId, user.organizationId);
   }
 }

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

@@ -1,4 +1,5 @@
 import { Module } from '@nestjs/common';
+import { APP_INTERCEPTOR } from '@nestjs/core';
 import { JwtModule } from '@nestjs/jwt';
 import { PassportModule } from '@nestjs/passport';
 import { ConfigModule, ConfigService } from '@nestjs/config';
@@ -8,6 +9,7 @@ import { AuthService } from './auth.service';
 import { AuthController } from './auth.controller';
 import { JwtStrategy } from './jwt.strategy';
 import { RolesGuard } from './roles.guard';
+import { ViewAsReadOnlyInterceptor } from './view-as-readonly.interceptor';
 import { SmsService } from '../common/sms.service';
 
 @Module({
@@ -28,7 +30,16 @@ import { SmsService } from '../common/sms.service';
     }),
   ],
   controllers: [AuthController],
-  providers: [AuthService, JwtStrategy, RolesGuard, SmsService],
+  providers: [
+    AuthService,
+    JwtStrategy,
+    RolesGuard,
+    SmsService,
+    {
+      provide: APP_INTERCEPTOR,
+      useClass: ViewAsReadOnlyInterceptor,
+    },
+  ],
   exports: [AuthService, RolesGuard, JwtModule],
 })
 export class AuthModule {}

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

@@ -1,6 +1,7 @@
 import {
   BadRequestException,
   ConflictException,
+  ForbiddenException,
   Injectable,
   Logger,
   NotFoundException,
@@ -18,11 +19,14 @@ import type {
   SubscriptionSummaryDto,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
+/** Ensures Express.Multer.File augmentation is loaded for saveAvatar. */
+import type {} from 'multer';
 import { PrismaService } from '../prisma/prisma.service';
 import { SmsService } from '../common/sms.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { MembershipsService } from '../memberships/memberships.service';
 import { BillingService } from '../billing/billing.service';
+import type { Actor } from '../common/record-scope';
 import {
   LoginDto,
   LoginOtpRequestDto,
@@ -33,7 +37,7 @@ import {
 } from './dto';
 
 const OTP_LENGTH = 6;
-const OTP_TTL_SECONDS = 5 * 60;
+const OTP_TTL_SECONDS = 90;
 const AVATAR_MAX_BYTES = 2 * 1024 * 1024;
 const AVATAR_EXT: Record<string, string> = {
   'image/jpeg': 'jpg',
@@ -77,7 +81,8 @@ function maskEmail(email: string): string {
 
 function maskMobile(mobile: string): string {
   if (mobile.length < 4) return '****';
-  return `${mobile.slice(0, 4)}***${mobile.slice(-2)}`;
+  // نمایش RTL: دو رقم آخر سپس *** سپس پیش‌شماره (مثلاً 69***0913)
+  return `${mobile.slice(-2)}***${mobile.slice(0, 4)}`;
 }
 
 function generateOtp(): string {
@@ -402,13 +407,130 @@ export class AuthService {
     return this.finishLogin(user.id);
   }
 
-  async me(userId: string, organizationId: string): Promise<AuthUserDto> {
+  async me(userId: string, organizationId: string, actor?: Actor): Promise<AuthUserDto> {
     await this.memberships.requireActive(userId, organizationId);
     const user = await this.prisma.user.findUnique({ where: { id: userId } });
     if (!user) {
       throw new UnauthorizedException();
     }
-    return this.toAuthUserDto(user, organizationId);
+    let impersonatorFullName: string | undefined;
+    if (actor?.viewAsReadOnly && actor.impersonatorUserId) {
+      const owner = await this.prisma.user.findUnique({
+        where: { id: actor.impersonatorUserId },
+        select: { fullName: true },
+      });
+      impersonatorFullName = owner?.fullName;
+    }
+    return this.toAuthUserDto(user, organizationId, undefined, actor, impersonatorFullName);
+  }
+
+  /**
+   * مالک محیط: مشاهده فقط‌خواندنی به‌جای کاربر هدف، یا بازگشت به حساب خودش.
+   */
+  async viewAs(actor: Actor, targetUserId: string): Promise<LoginResponse> {
+    const ownerId = actor.impersonatorUserId ?? actor.userId;
+    const ownerMembership = await this.prisma.membership.findFirst({
+      where: {
+        userId: ownerId,
+        organizationId: actor.organizationId,
+        isActive: true,
+        role: 'owner',
+      },
+      select: { userId: true, organizationId: true },
+    });
+    if (!ownerMembership) {
+      throw new ForbiddenException('فقط مالک محیط می‌تواند به‌جای کاربر دیگر مشاهده کند.');
+    }
+
+    if (!targetUserId?.trim()) {
+      throw new BadRequestException('کاربر هدف مشخص نیست.');
+    }
+
+    if (targetUserId === ownerId) {
+      return this.issueLogin(ownerId, actor.organizationId, { skipLastLogin: true });
+    }
+
+    const target = await this.prisma.user.findFirst({
+      where: {
+        id: targetUserId,
+        isActive: true,
+        memberships: {
+          some: {
+            organizationId: actor.organizationId,
+            isActive: true,
+          },
+        },
+      },
+      select: {
+        id: true,
+        email: true,
+        mobile: true,
+        fullName: true,
+        memberships: {
+          where: { organizationId: actor.organizationId, isActive: true },
+          select: { role: true },
+          take: 1,
+        },
+      },
+    });
+    if (!target?.memberships[0]) {
+      throw new NotFoundException('کاربر در این محیط پیدا نشد.');
+    }
+
+    const role = target.memberships[0].role as AuthUserDto['role'];
+    const subscription = await this.billing.requireActiveForOrganization(
+      actor.organizationId,
+    );
+    const accessToken = this.jwt.sign({
+      sub: target.id,
+      organizationId: actor.organizationId,
+      role,
+      impersonatorUserId: ownerId,
+      viewAsReadOnly: true,
+    });
+    const ownerUser = await this.prisma.user.findUnique({
+      where: { id: ownerId },
+      select: { fullName: true },
+    });
+    const userDto = await this.toAuthUserDto(
+      { ...target, role, organizationId: actor.organizationId },
+      actor.organizationId,
+      subscription,
+      {
+        userId: target.id,
+        role,
+        organizationId: actor.organizationId,
+        impersonatorUserId: ownerId,
+        impersonatorRole: 'owner',
+        viewAsReadOnly: true,
+      },
+      ownerUser?.fullName ?? 'مالک',
+    );
+    return { accessToken, user: userDto };
+  }
+
+  async setPriorLens(
+    userId: string,
+    organizationId: string,
+    lens: 'current' | 'archive',
+    actor?: Actor,
+  ): Promise<AuthUserDto> {
+    const membership = await this.prisma.membership.findFirst({
+      where: { userId, organizationId, isActive: true },
+      include: { organization: { select: { enabledModules: true } } },
+    });
+    if (!membership?.priorArchiveEnabled) {
+      throw new ForbiddenException('بایگانی اطلاعات قبل برای شما فعال نیست');
+    }
+    const modules = this.billing.normalizeModules(membership.organization.enabledModules);
+    if (!modules.includes('prior_data_archive')) {
+      throw new ForbiddenException('بایگانی اطلاعات قبل برای این محیط فعال نیست');
+    }
+    await this.prisma.membership.update({
+      where: { id: membership.id },
+      data: { priorArchiveLens: lens },
+    });
+    return this.me(userId, organizationId, actor);
   }
 
   async updateMe(userId: string, organizationId: string, dto: UpdateProfileDto): Promise<AuthUserDto> {
@@ -585,6 +707,7 @@ export class AuthService {
   private async issueLogin(
     userId: string,
     organizationId: string,
+    opts?: { skipLastLogin?: boolean },
   ): Promise<LoginResponse> {
     const membership = await this.memberships.requireActive(userId, organizationId);
     const user = await this.prisma.user.findUnique({ where: { id: userId } });
@@ -599,10 +722,12 @@ export class AuthService {
       organizationId,
       membership.role,
     );
-    await this.prisma.user.update({
-      where: { id: userId },
-      data: { lastLoginAt: new Date() },
-    });
+    if (!opts?.skipLastLogin) {
+      await this.prisma.user.update({
+        where: { id: userId },
+        data: { lastLoginAt: new Date() },
+      });
+    }
     const accessToken = this.jwt.sign({
       sub: userId,
       organizationId,
@@ -629,11 +754,15 @@ export class AuthService {
     },
     organizationId: string,
     subscription?: SubscriptionSummaryDto | null,
+    actor?: Actor,
+    impersonatorFullName?: string,
   ): Promise<AuthUserDto> {
     const membership = await this.prisma.membership.findFirst({
       where: { userId: user.id, organizationId, isActive: true },
       include: {
-        organization: { select: { name: true, enabledModules: true } },
+        organization: {
+          select: { name: true, enabledModules: true, priorArchiveEnabledAt: true },
+        },
       },
     });
     const role = membership?.role ?? user.role;
@@ -641,6 +770,14 @@ export class AuthService {
     const sub =
       subscription ??
       (await this.billing.requireActiveForOrganization(organizationId));
+    const viewAs =
+      actor?.viewAsReadOnly && actor.impersonatorUserId
+        ? {
+            impersonatorId: actor.impersonatorUserId,
+            impersonatorFullName: impersonatorFullName?.trim() || 'مالک',
+            canOpenTeamSettings: true,
+          }
+        : undefined;
     return this.toAuthUser({
       ...user,
       role,
@@ -652,9 +789,28 @@ export class AuthService {
       ),
       subscription: sub,
       isOrgOwner: role === 'owner',
+      priorArchive: this.priorArchiveFor(membership),
+      ...(viewAs ? { viewAs } : {}),
     });
   }
 
+  private priorArchiveFor(
+    membership: {
+      priorArchiveEnabled?: boolean;
+      priorArchiveLens?: string;
+      organization?: { enabledModules?: string[]; priorArchiveEnabledAt?: Date | null };
+    } | null,
+  ): AuthUserDto['priorArchive'] {
+    if (!membership?.priorArchiveEnabled) return undefined;
+    const modules = this.billing.normalizeModules(membership.organization?.enabledModules);
+    if (!modules.includes('prior_data_archive')) return undefined;
+    const orgCutoff = membership.organization?.priorArchiveEnabledAt ?? null;
+    return {
+      lens: membership.priorArchiveLens === 'archive' ? 'archive' : 'current',
+      cutoffAt: orgCutoff ? orgCutoff.toISOString() : null,
+    };
+  }
+
   private async throttleChallenges(
     kind: string,
     email: string | null | undefined,
@@ -739,6 +895,8 @@ export class AuthService {
     enabledModules?: OrgModuleKey[];
     subscription?: SubscriptionSummaryDto | null;
     isOrgOwner?: boolean;
+    priorArchive?: AuthUserDto['priorArchive'];
+    viewAs?: AuthUserDto['viewAs'];
   }): AuthUserDto {
     return {
       id: user.id,
@@ -752,6 +910,8 @@ export class AuthService {
       ...(user.enabledModules ? { enabledModules: user.enabledModules } : {}),
       ...(user.subscription ? { subscription: user.subscription } : {}),
       ...(user.isOrgOwner !== undefined ? { isOrgOwner: user.isOrgOwner } : {}),
+      ...(user.priorArchive ? { priorArchive: user.priorArchive } : {}),
+      ...(user.viewAs ? { viewAs: user.viewAs } : {}),
     };
   }
 }

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

@@ -2,13 +2,22 @@ import { Injectable, UnauthorizedException } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 import { PassportStrategy } from '@nestjs/passport';
 import { ExtractJwt, Strategy } from 'passport-jwt';
+import type { DataVisibility } from '@mento/shared';
 import { BillingService } from '../billing/billing.service';
+import {
+  type Actor,
+  normalizeDataVisibility,
+  parseVisibilityScopes,
+} from '../common/record-scope';
 import { PrismaService } from '../prisma/prisma.service';
+import { DATA_SCOPES, canViewAllRecords } from '@mento/shared';
 
 export type JwtPayload = {
   sub: string;
   organizationId: string;
   role: string;
+  impersonatorUserId?: string;
+  viewAsReadOnly?: boolean;
 };
 
 @Injectable()
@@ -36,6 +45,28 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
     if (!payload.sub || !payload.organizationId) {
       throw new UnauthorizedException();
     }
+
+    let impersonatorUserId: string | undefined;
+    let impersonatorRole: string | undefined;
+    const viewAsReadOnly = Boolean(payload.viewAsReadOnly && payload.impersonatorUserId);
+    if (viewAsReadOnly && payload.impersonatorUserId) {
+      const ownerMembership = await this.prisma.membership.findFirst({
+        where: {
+          userId: payload.impersonatorUserId,
+          organizationId: payload.organizationId,
+          isActive: true,
+          role: 'owner',
+          organization: { isActive: true },
+        },
+        select: { userId: true, role: true },
+      });
+      if (!ownerMembership) {
+        throw new UnauthorizedException();
+      }
+      impersonatorUserId = ownerMembership.userId;
+      impersonatorRole = ownerMembership.role;
+    }
+
     const user = await this.prisma.user.findUnique({
       where: { id: payload.sub },
       select: { id: true, isActive: true },
@@ -50,16 +81,86 @@ export class JwtStrategy extends PassportStrategy(Strategy) {
         isActive: true,
         organization: { isActive: true },
       },
-      select: { organizationId: true, role: true },
+      select: {
+        organizationId: true,
+        role: true,
+        dataVisibility: true,
+        dataVisibilityScopes: true,
+        priorArchiveEnabled: true,
+        priorArchiveLens: true,
+        organization: { select: { enabledModules: true, priorArchiveEnabledAt: true } },
+      },
     });
     if (!membership) {
       throw new UnauthorizedException();
     }
     await this.billing.requireActiveForOrganization(membership.organizationId);
+
+    const dataVisibility = normalizeDataVisibility(membership.dataVisibility);
+    const scopeLevels = parseVisibilityScopes(membership.dataVisibilityScopes);
+    const elevatedRole = canViewAllRecords(membership.role);
+
+    let teamIds: string[] | undefined;
+    const resolve = async (level: DataVisibility): Promise<string[] | null> => {
+      if (elevatedRole || level === 'org') return null;
+      if (level === 'own') return [user.id];
+      teamIds ??= await this.teamPeerIds(membership.organizationId, user.id);
+      return teamIds;
+    };
+
+    const visibleUserIds = await resolve(dataVisibility);
+    const scopes: Actor['scopes'] = {};
+    if (!elevatedRole) {
+      for (const scope of DATA_SCOPES) {
+        const level = scopeLevels[scope];
+        if (!level || level === dataVisibility) continue;
+        scopes[scope] = { dataVisibility: level, visibleUserIds: await resolve(level) };
+      }
+    }
+
+    const modules = this.billing.normalizeModules(membership.organization.enabledModules);
+    const priorGranted =
+      modules.includes('prior_data_archive') && membership.priorArchiveEnabled;
+    const priorLens = membership.priorArchiveLens === 'archive' ? 'archive' : 'current';
+
     return {
       userId: user.id,
       organizationId: membership.organizationId,
       role: membership.role,
+      dataVisibility,
+      visibleUserIds,
+      scopes,
+      priorLens: priorGranted ? priorLens : 'off',
+      priorCutoff:
+        priorGranted && membership.organization.priorArchiveEnabledAt
+          ? membership.organization.priorArchiveEnabledAt
+          : null,
+      ...(viewAsReadOnly && impersonatorUserId
+        ? {
+            impersonatorUserId,
+            impersonatorRole: impersonatorRole ?? 'owner',
+            viewAsReadOnly: true,
+          }
+        : {}),
     };
   }
+
+  private async teamPeerIds(organizationId: string, userId: string): Promise<string[]> {
+    const memberships = await this.prisma.teamMember.findMany({
+      where: {
+        userId,
+        team: { organizationId },
+      },
+      select: { teamId: true },
+    });
+    if (!memberships.length) return [userId];
+
+    const peers = await this.prisma.teamMember.findMany({
+      where: {
+        teamId: { in: memberships.map((m) => m.teamId) },
+      },
+      select: { userId: true },
+    });
+    return [...new Set([userId, ...peers.map((p) => p.userId)])];
+  }
 }

apps/api/src/auth/roles.guard.ts

@@ -6,26 +6,79 @@ import {
 } from '@nestjs/common';
 import { Reflector } from '@nestjs/core';
 import type { UserRole } from '@mento/shared';
+import type { Actor } from '../common/record-scope';
 import { ROLES_KEY } from './roles.decorator';
 
+const VIEW_AS_MESSAGE =
+  'در حالت مشاهده به‌جای کاربر دیگر امکان تغییر وجود ندارد.';
+
+/** خواندن‌های صفحهٔ تیم وقتی مالک در حالت مشاهده است. */
+function isTeamSettingsRead(method: string, url: string): boolean {
+  if (method.toUpperCase() !== 'GET') return false;
+  const path = (url.split('?')[0] || '').replace(/\/+$/, '');
+  return (
+    /\/users(\/|$)/.test(path) ||
+    /\/org-roles(\/|$)/.test(path) ||
+    /\/teams(\/|$)/.test(path) ||
+    /\/organizations\/current/.test(path)
+  );
+}
+
+function isViewAsAllowedMutation(method: string, url: string): boolean {
+  const path = (url.split('?')[0] || '').replace(/\/+$/, '') || '/';
+  const m = method.toUpperCase();
+  if (m === 'POST' && (path.endsWith('/auth/view-as') || path.endsWith('/auth/view-as/stop'))) {
+    return true;
+  }
+  if (m === 'PATCH' && path.endsWith('/auth/me/prior-archive')) {
+    return true;
+  }
+  return false;
+}
+
 @Injectable()
 export class RolesGuard implements CanActivate {
   constructor(private readonly reflector: Reflector) {}
 
   canActivate(context: ExecutionContext): boolean {
+    const request = context.switchToHttp().getRequest<{
+      user?: Actor;
+      method?: string;
+      originalUrl?: string;
+      url?: string;
+    }>();
+    const method = (request.method || 'GET').toUpperCase();
+    const url = request.originalUrl || request.url || '';
+    const actor = request.user;
+
+    if (
+      actor?.viewAsReadOnly &&
+      method !== 'GET' &&
+      method !== 'HEAD' &&
+      method !== 'OPTIONS' &&
+      !isViewAsAllowedMutation(method, url)
+    ) {
+      throw new ForbiddenException(VIEW_AS_MESSAGE);
+    }
+
     const roles = this.reflector.getAllAndOverride<UserRole[]>(ROLES_KEY, [
       context.getHandler(),
       context.getClass(),
     ]);
     if (!roles?.length) return true;
 
-    const request = context.switchToHttp().getRequest<{
-      user?: { role?: string };
-    }>();
-    const role = request.user?.role as UserRole | undefined;
-    if (!role || !roles.includes(role)) {
-      throw new ForbiddenException('دسترسی به این بخش برای نقش شما مجاز نیست');
+    const role = actor?.role as UserRole | undefined;
+    if (role && roles.includes(role)) return true;
+
+    if (
+      actor?.viewAsReadOnly &&
+      actor.impersonatorRole === 'owner' &&
+      roles.includes('owner') &&
+      isTeamSettingsRead(method, url)
+    ) {
+      return true;
     }
-    return true;
+
+    throw new ForbiddenException('دسترسی به این بخش برای نقش شما مجاز نیست');
   }
 }

apps/api/src/auth/view-as-readonly.interceptor.ts

@@ -0,0 +1,51 @@
+import {
+  CallHandler,
+  ExecutionContext,
+  ForbiddenException,
+  Injectable,
+  NestInterceptor,
+} from '@nestjs/common';
+import type { Request } from 'express';
+import type { Observable } from 'rxjs';
+import type { Actor } from '../common/record-scope';
+
+const VIEW_AS_MESSAGE =
+  'در حالت مشاهده به‌جای کاربر دیگر امکان تغییر وجود ندارد.';
+
+function normalizePath(url: string): string {
+  const path = (url.split('?')[0] || '').replace(/\/+$/, '') || '/';
+  return path;
+}
+
+/** مسیرهایی که در حالت مشاهده مجاز به تغییرند (خروج از مشاهده و لنز بایگانی). */
+function isAllowedWhileViewing(method: string, url: string): boolean {
+  const path = normalizePath(url);
+  const m = method.toUpperCase();
+  if (m === 'POST' && (path.endsWith('/auth/view-as') || path.endsWith('/auth/view-as/stop'))) {
+    return true;
+  }
+  if (m === 'PATCH' && path.endsWith('/auth/me/prior-archive')) {
+    return true;
+  }
+  return false;
+}
+
+@Injectable()
+export class ViewAsReadOnlyInterceptor implements NestInterceptor {
+  intercept(context: ExecutionContext, next: CallHandler): Observable<unknown> {
+    const req = context.switchToHttp().getRequest<Request & { user?: Actor }>();
+    const method = (req.method || 'GET').toUpperCase();
+    if (method === 'GET' || method === 'HEAD' || method === 'OPTIONS') {
+      return next.handle();
+    }
+    const actor = req.user;
+    if (!actor?.viewAsReadOnly) {
+      return next.handle();
+    }
+    const url = req.originalUrl || req.url || '';
+    if (isAllowedWhileViewing(method, url)) {
+      return next.handle();
+    }
+    throw new ForbiddenException(VIEW_AS_MESSAGE);
+  }
+}

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

@@ -0,0 +1,51 @@
+export type FormFieldLabel = { key: string; label: string };
+
+export type TemplateVars = {
+  title: string;
+  mobile?: string | null;
+  formName?: string | null;
+  formValues?: Record<string, unknown> | null;
+};
+
+/** counter یک‌واحد افزایش‌یافته از AutomationCursor است (از ۱ شروع می‌شود) */
+export function pickRoundRobin(memberIds: string[], counter: number): string | null {
+  const ids = [...new Set(memberIds.filter(Boolean))].sort();
+  if (!ids.length) return null;
+  const n = Math.max(1, Math.trunc(counter));
+  return ids[(n - 1) % ids.length] ?? null;
+}
+
+/** جایگزینی {{title}}، {{mobile}}، {{form}} و {{field.<key>}} */
+export function renderAutomationTemplate(text: string, vars: TemplateVars): string {
+  return text.replace(/\{\{\s*([\w.\u0600-\u06FF-]+)\s*\}\}/g, (_m, name: string) => {
+    if (name === 'title') return vars.title ?? '';
+    if (name === 'mobile') return vars.mobile ?? '';
+    if (name === 'form') return vars.formName ?? '';
+    if (name.startsWith('field.')) {
+      const v = vars.formValues?.[name.slice(6)];
+      return v == null ? '' : String(v);
+    }
+    return '';
+  });
+}
+
+export function formatFormAnswers(
+  fields: FormFieldLabel[] | null | undefined,
+  values: Record<string, unknown> | null | undefined,
+): string {
+  if (!values) return '';
+  const lines: string[] = [];
+  const seen = new Set<string>();
+  for (const f of fields ?? []) {
+    seen.add(f.key);
+    const raw = values[f.key];
+    const v = raw == null ? '' : String(raw).trim();
+    if (v) lines.push(`${f.label}: ${v}`);
+  }
+  for (const [key, raw] of Object.entries(values)) {
+    if (seen.has(key)) continue;
+    const v = raw == null ? '' : String(raw).trim();
+    if (v) lines.push(`${key}: ${v}`);
+  }
+  return lines.join('\n');
+}

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

@@ -6,6 +6,7 @@ import {
 } from '@nestjs/common';
 import type {
   AutomationAction,
+  AutomationChainMode,
   AutomationConditionField,
   AutomationConditionOp,
   AutomationNotifyChannel,
@@ -19,27 +20,45 @@ import type {
 import {
   MAX_AUTOMATION_STEPS,
   automationStepToConfig,
+  automationUsesAdvanced,
   firstAutomationAction,
-  isAutomationCondition,
+  formConditionValues,
+  matchFormFieldCondition,
   normalizeAutomationSteps,
   packAutomationConfig,
+  planAutomationActions,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { LoyaltyService } from '../loyalty/loyalty.service';
 import { SmsService } from '../common/sms.service';
+import {
+  formatFormAnswers,
+  pickRoundRobin,
+  renderAutomationTemplate,
+  type FormFieldLabel,
+} from './automation-engine.util';
 
 export type AutomationContext = {
   organizationId: string;
-  entityType: 'deal' | 'ticket' | 'person' | 'invoice' | 'activity';
+  entityType: 'deal' | 'ticket' | 'person' | 'invoice' | 'activity' | 'lead';
   entityId: string;
   title: string;
   personId?: string | null;
   companyId?: string | null;
   dealId?: string | null;
+  leadId?: string | null;
   ownerId?: string | null;
   assigneeId?: string | null;
+  /** مثلاً id کمپین SMS یا id فرم سرنخ برای فیلتر قانون */
+  sourceId?: string | null;
+  sourceType?: string | null;
+  clickCount?: number | null;
+  mobile?: string | null;
+  formName?: string | null;
+  formValues?: Record<string, unknown> | null;
+  formFields?: FormFieldLabel[] | null;
 };
 
 type AutomationFacts = {
@@ -47,8 +66,11 @@ type AutomationFacts = {
   hasPerson: boolean;
   hasCompany: boolean;
   ticketPriority: string | null;
+  formValues: Record<string, unknown>;
 };
 
+type StepRef = { ruleId: string; stepId: string };
+
 @Injectable()
 export class AutomationsService {
   private readonly logger = new Logger(AutomationsService.name);
@@ -75,6 +97,8 @@ export class AutomationsService {
     const steps = resolveSteps(dto.action, dto.config);
     const action = firstAutomationAction(steps);
     if (!action) throw new BadRequestException('حداقل یک عمل لازم است');
+    await this.assertStepRefs(organizationId, steps);
+    await this.assertLevelAllows(organizationId, steps, chainExtra(dto.config).chainMode);
     const row = await this.prisma.automationRule.create({
       data: {
         organizationId,
@@ -82,7 +106,7 @@ export class AutomationsService {
         trigger: dto.trigger,
         action,
         isActive: dto.isActive ?? true,
-        config: packAutomationConfig(steps) as Prisma.InputJsonValue,
+        config: packAutomationConfig(steps, chainExtra(dto.config)) as Prisma.InputJsonValue,
       },
     });
     return this.toDto(row);
@@ -110,6 +134,14 @@ export class AutomationsService {
     if (steps && !nextAction) {
       throw new BadRequestException('حداقل یک عمل لازم است');
     }
+    if (steps) {
+      await this.assertStepRefs(organizationId, steps);
+      await this.assertLevelAllows(
+        organizationId,
+        steps,
+        chainExtra(dto.config ?? asConfig(existing.config)).chainMode,
+      );
+    }
 
     const row = await this.prisma.automationRule.update({
       where: { id },
@@ -120,7 +152,10 @@ export class AutomationsService {
         ...(steps && nextAction
           ? {
               action: nextAction,
-              config: packAutomationConfig(steps) as Prisma.InputJsonValue,
+              config: packAutomationConfig(
+                steps,
+                chainExtra(dto.config ?? asConfig(existing.config)),
+              ) as Prisma.InputJsonValue,
             }
           : {}),
       },
@@ -147,21 +182,40 @@ export class AutomationsService {
         trigger,
       },
     });
-    const facts = await this.loadFacts(ctx);
+    if (!rules.length) return;
+    const facts: AutomationFacts = {
+      ...(await this.loadFacts(ctx)),
+      formValues: ctx.formValues ?? {},
+    };
     for (const rule of rules) {
       try {
         const config = asConfig(rule.config);
+        if (
+          config.sourceId &&
+          ctx.sourceId &&
+          config.sourceId !== ctx.sourceId
+        ) {
+          continue;
+        }
+        if (config.sourceId && !ctx.sourceId) continue;
         const steps = normalizeAutomationSteps(
           rule.action as AutomationAction,
           config,
         );
-        for (const step of steps) {
-          if (isAutomationCondition(step)) {
-            if (!matchCondition(step, facts)) break;
-            continue;
+        const actions = planAutomationActions(steps, config.chainMode, (step) =>
+          matchCondition(step, facts),
+        );
+        for (const step of actions) {
+          try {
+            await this.execute(step.action!, automationStepToConfig(step), ctx, {
+              ruleId: rule.id,
+              stepId: step.id,
+            });
+          } catch (e) {
+            this.logger.warn(
+              `Automation ${rule.id} step ${step.id} failed: ${(e as Error)?.message ?? e}`,
+            );
           }
-          if (!step.action) continue;
-          await this.execute(step.action, automationStepToConfig(step), ctx);
         }
       } catch {
         // قوانین نباید شکست عملیات اصلی را ایجاد کنند
@@ -169,7 +223,9 @@ export class AutomationsService {
     }
   }
 
-  private async loadFacts(ctx: AutomationContext): Promise<AutomationFacts> {
+  private async loadFacts(
+    ctx: AutomationContext,
+  ): Promise<Omit<AutomationFacts, 'formValues'>> {
     if (ctx.entityType === 'deal') {
       const deal = await this.prisma.deal.findFirst({
         where: { id: ctx.entityId, organizationId: ctx.organizationId },
@@ -246,42 +302,26 @@ export class AutomationsService {
 
   private async execute(
     action: AutomationAction,
-    config: AutomationRuleConfig,
+    rawConfig: AutomationRuleConfig,
     ctx: AutomationContext,
+    ref: StepRef,
   ) {
+    const vars = {
+      title: ctx.title,
+      mobile: ctx.mobile,
+      formName: ctx.formName,
+      formValues: ctx.formValues,
+    };
+    const config: AutomationRuleConfig = {
+      ...rawConfig,
+      title: rawConfig.title ? renderAutomationTemplate(rawConfig.title, vars) : rawConfig.title,
+      body: rawConfig.body ? renderAutomationTemplate(rawConfig.body, vars) : rawConfig.body,
+    };
     const title =
       (config.title?.trim() || defaultTitle(action, ctx.title)).slice(0, 200);
 
     if (action === 'create_activity') {
-      const assigneeId =
-        config.assigneeId?.trim() ||
-        ctx.assigneeId ||
-        ctx.ownerId ||
-        null;
-      await this.prisma.activity.create({
-        data: {
-          organizationId: ctx.organizationId,
-          type: (config.activityType as never) || 'task',
-          title,
-          description: config.body?.trim() || null,
-          personId: ctx.personId ?? null,
-          companyId: ctx.companyId ?? null,
-          dealId: ctx.dealId ?? (ctx.entityType === 'deal' ? ctx.entityId : null),
-          assigneeId,
-        },
-      });
-      if (assigneeId) {
-        await this.notifications.create({
-          organizationId: ctx.organizationId,
-          userId: assigneeId,
-          type: 'automation',
-          title: 'فعالیت خودکار',
-          body: title,
-          link: entityLink(ctx),
-          entityType: ctx.entityType,
-          entityId: ctx.entityId,
-        });
-      }
+      await this.executeCreateActivity(title, config, ctx, ref);
       return;
     }
 
@@ -301,6 +341,180 @@ export class AutomationsService {
     }
   }
 
+  private async executeCreateActivity(
+    title: string,
+    config: AutomationRuleConfig,
+    ctx: AutomationContext,
+    ref: StepRef,
+  ) {
+    const assigneeId = await this.resolveAssignee(config, ctx, ref);
+
+    let type = (config.activityType as 'call' | 'meeting' | 'task' | 'note') || 'task';
+    let typeDefId: string | null = null;
+    if (config.activityTypeDefId) {
+      const def = await this.prisma.activityTypeDef.findFirst({
+        where: { id: config.activityTypeDefId, organizationId: ctx.organizationId },
+        select: { id: true, baseType: true },
+      });
+      if (def) {
+        typeDefId = def.id;
+        type = def.baseType as typeof type;
+      }
+    }
+
+    const offset = config.dueOffsetMinutes;
+    const dueAt =
+      typeof offset === 'number' && Number.isFinite(offset)
+        ? new Date(Date.now() + Math.max(0, offset) * 60_000)
+        : null;
+
+    const description = [
+      config.body?.trim(),
+      leadSummary(ctx),
+    ]
+      .filter(Boolean)
+      .join('\n\n')
+      .slice(0, 5000);
+
+    const activity = await this.prisma.activity.create({
+      data: {
+        organizationId: ctx.organizationId,
+        type,
+        typeDefId,
+        title,
+        description: description || null,
+        dueAt,
+        personId: ctx.personId ?? null,
+        companyId: ctx.companyId ?? null,
+        dealId: ctx.dealId ?? (ctx.entityType === 'deal' ? ctx.entityId : null),
+        leadId: ctx.leadId ?? (ctx.entityType === 'lead' ? ctx.entityId : null),
+        assigneeId,
+        assignees: assigneeId ? { connect: [{ id: assigneeId }] } : undefined,
+        tags: ['automation'],
+      },
+      select: { id: true },
+    });
+    if (assigneeId) {
+      await this.notifications.create({
+        organizationId: ctx.organizationId,
+        userId: assigneeId,
+        type: 'automation',
+        title: 'فعالیت خودکار',
+        body: title,
+        link: `/activities/${activity.id}`,
+        entityType: 'activity',
+        entityId: activity.id,
+      });
+    }
+  }
+
+  private async resolveAssignee(
+    config: AutomationRuleConfig,
+    ctx: AutomationContext,
+    ref: StepRef,
+  ): Promise<string | null> {
+    const fallback = ctx.assigneeId || ctx.ownerId || null;
+    const mode = config.assignMode ?? (config.assigneeId ? 'user' : 'owner');
+
+    if (mode === 'user') {
+      const id = config.assigneeId?.trim();
+      if (id && (await this.isMember(ctx.organizationId, id))) return id;
+      return fallback;
+    }
+
+    if (mode === 'team_round_robin' || mode === 'users_round_robin') {
+      let candidates: string[] = [];
+      if (mode === 'team_round_robin' && config.assigneeTeamId) {
+        const members = await this.prisma.teamMember.findMany({
+          where: {
+            teamId: config.assigneeTeamId,
+            team: { organizationId: ctx.organizationId },
+          },
+          select: { userId: true },
+        });
+        candidates = members.map((m) => m.userId);
+      } else if (mode === 'users_round_robin') {
+        candidates = config.assigneeUserIds ?? [];
+      }
+      const valid = await this.filterMembers(ctx.organizationId, candidates);
+      if (!valid.length) return fallback;
+      const cursor = await this.prisma.automationCursor.upsert({
+        where: { ruleId_stepId: { ruleId: ref.ruleId, stepId: ref.stepId } },
+        create: { ruleId: ref.ruleId, stepId: ref.stepId, counter: 1 },
+        update: { counter: { increment: 1 } },
+        select: { counter: true },
+      });
+      return pickRoundRobin(valid, cursor.counter) ?? fallback;
+    }
+
+    return fallback;
+  }
+
+  private async isMember(organizationId: string, userId: string) {
+    return (await this.filterMembers(organizationId, [userId])).length > 0;
+  }
+
+  private async filterMembers(organizationId: string, userIds: string[]) {
+    const ids = [...new Set(userIds.filter(Boolean))];
+    if (!ids.length) return [];
+    const rows = await this.prisma.user.findMany({
+      where: {
+        id: { in: ids },
+        memberships: { some: { organizationId } },
+      },
+      select: { id: true },
+    });
+    return rows.map((r) => r.id);
+  }
+
+  private async assertStepRefs(organizationId: string, steps: AutomationStep[]) {
+    for (const step of steps) {
+      if (step.kind === 'condition' || step.action !== 'create_activity') continue;
+      if (step.assignMode === 'team_round_robin') {
+        if (!step.assigneeTeamId) {
+          throw new BadRequestException('برای تقسیم نوبتی، تیم را انتخاب کنید');
+        }
+        const team = await this.prisma.team.findFirst({
+          where: { id: step.assigneeTeamId, organizationId },
+          select: { id: true },
+        });
+        if (!team) throw new BadRequestException('تیم انتخاب‌شده معتبر نیست');
+      }
+      if (step.assignMode === 'users_round_robin') {
+        const ids = step.assigneeUserIds ?? [];
+        if (!ids.length) {
+          throw new BadRequestException('برای تقسیم نوبتی، حداقل یک کاربر انتخاب کنید');
+        }
+        const valid = await this.filterMembers(organizationId, ids);
+        if (valid.length !== new Set(ids).size) {
+          throw new BadRequestException('یکی از کاربران انتخاب‌شده معتبر نیست');
+        }
+      }
+      if (step.assignMode === 'user' && step.assigneeId) {
+        if (!(await this.isMember(organizationId, step.assigneeId))) {
+          throw new BadRequestException('مسئول انتخاب‌شده معتبر نیست');
+        }
+      }
+    }
+  }
+
+  private async assertLevelAllows(
+    organizationId: string,
+    steps: AutomationStep[],
+    chainMode: AutomationChainMode | undefined,
+  ) {
+    if (!automationUsesAdvanced(steps, chainMode)) return;
+    const org = await this.prisma.organization.findUnique({
+      where: { id: organizationId },
+      select: { enabledModules: true },
+    });
+    if (!org?.enabledModules.includes('workflow_automations_advanced')) {
+      throw new BadRequestException(
+        'شاخه‌ها، شرط روی پاسخ فرم و تقسیم نوبتی فقط در اتوماسیون حرفه‌ای فعال است',
+      );
+    }
+  }
+
   private async executeNotify(
     title: string,
     config: AutomationRuleConfig,
@@ -452,9 +666,37 @@ function matchCondition(step: AutomationStep, facts: AutomationFacts): boolean {
     return current === value;
   }
 
+  if (field === 'form_field') {
+    const key = step.conditionKey?.trim();
+    if (!key) return false;
+    return matchFormFieldCondition(op, facts.formValues[key], formConditionValues(step));
+  }
+
   return false;
 }
 
+function chainExtra(
+  config?: AutomationRuleConfig | null,
+): Pick<AutomationRuleConfig, 'sourceId' | 'chainMode'> {
+  return {
+    sourceId: config?.sourceId ?? null,
+    chainMode: config?.chainMode === 'branches' ? 'branches' : config?.chainMode === 'stop' ? 'stop' : undefined,
+  };
+}
+
+function leadSummary(ctx: AutomationContext): string {
+  if (ctx.sourceType !== 'lead_form') return '';
+  const head = [
+    ctx.formName ? `فرم: ${ctx.formName}` : '',
+    ctx.title ? `نام: ${ctx.title}` : '',
+    ctx.mobile ? `موبایل: ${ctx.mobile}` : '',
+  ].filter(Boolean);
+  const answers = formatFormAnswers(ctx.formFields, ctx.formValues);
+  return [head.join('\n'), answers ? `پاسخ‌های فرم:\n${answers}` : '']
+    .filter(Boolean)
+    .join('\n\n');
+}
+
 function defaultTitle(action: AutomationAction, entityTitle: string) {
   if (action === 'create_activity') return `پیگیری خودکار: ${entityTitle}`;
   if (action === 'create_notification') return `اتوماسیون: ${entityTitle}`;
@@ -467,5 +709,6 @@ function entityLink(ctx: AutomationContext) {
   if (ctx.entityType === 'invoice') return `/invoices/${ctx.entityId}`;
   if (ctx.entityType === 'person') return `/contacts/people/${ctx.entityId}`;
   if (ctx.entityType === 'activity') return `/activities/${ctx.entityId}`;
+  if (ctx.entityType === 'lead') return `/leads/${ctx.entityId}`;
   return '/';
 }

apps/api/src/automations/dto.ts

@@ -24,6 +24,7 @@ const TRIGGERS = [
   'invoice_issued',
   'invoice_paid',
   'activity_done',
+  'sms_link_clicked',
 ] as const;
 const ACTIONS = [
   'create_activity',

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

@@ -4,6 +4,7 @@ import {
   Injectable,
   UnauthorizedException,
 } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
 import type {
   ApplyBillingPlanRequest,
   BillingAccountDto,
@@ -15,7 +16,9 @@ import type {
 import {
   BILLING_PLAN_DAYS,
   BILLING_PLAN_DEFAULT_MAX_ORGS,
+  BILLING_TRIAL_DAYS,
   defaultEnabledModules,
+  isPermanentBillingPlan,
   isOrgModuleKey,
 } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
@@ -25,7 +28,7 @@ function daysRemaining(expiresAt: Date, now = new Date()): number {
   return Math.max(0, Math.ceil(ms / (24 * 60 * 60 * 1000)));
 }
 
-function toSummary(row: {
+export function toSummary(row: {
   planCode: string;
   status: string;
   startsAt: Date;
@@ -41,7 +44,7 @@ function toSummary(row: {
     expiresAt: row.expiresAt.toISOString(),
     maxOrganizations: row.maxOrganizations,
     daysRemaining: remaining,
-    warn: remaining > 0 && remaining <= 3,
+    warn: !isPermanentBillingPlan(row.planCode) && remaining > 0 && remaining <= 3,
   };
 }
 
@@ -81,7 +84,7 @@ export class BillingService {
     const existing = await this.getByOwnerUserId(ownerUserId);
     if (existing) return existing;
     const now = new Date();
-    const expiresAt = new Date(now.getTime() + 15 * 24 * 60 * 60 * 1000);
+    const expiresAt = new Date(now.getTime() + BILLING_TRIAL_DAYS * 24 * 60 * 60 * 1000);
     return this.prisma.billingAccount.create({
       data: {
         ownerUserId,
@@ -249,13 +252,70 @@ export class BillingService {
         modules.filter(isOrgModuleKey),
       ),
     ] as OrgModuleKey[];
+    const prev = await this.prisma.organization.findUnique({
+      where: { id: organizationId },
+      select: { priorArchiveEnabledAt: true },
+    });
+    const enablePrior = cleaned.includes('prior_data_archive');
     await this.prisma.organization.update({
       where: { id: organizationId },
-      data: { enabledModules: cleaned },
+      data: {
+        enabledModules: cleaned,
+      },
     });
+    if (enablePrior && prev?.priorArchiveEnabledAt) {
+      await this.backfillPriorActivities(organizationId, prev.priorArchiveEnabledAt);
+    }
     return cleaned;
   }
 
+  /** فعالیت‌های منتقل‌شده را یک‌بار (و تکرار بی‌اثر) به‌عنوان اطلاعات قبل علامت می‌زند. */
+  private async backfillPriorActivities(organizationId: string, cutoff: Date) {
+    await this.prisma.$executeRaw(Prisma.sql`
+      UPDATE "Activity" AS a
+      SET "importSource" = 'didar'
+      WHERE a."organizationId" = ${organizationId}
+        AND a."importSource" = 'manual'
+        AND (
+          (
+            a."dealId" IS NOT NULL
+            AND EXISTS (
+              SELECT 1 FROM "Deal" AS d
+              WHERE d."id" = a."dealId" AND d."importSource" = 'didar'
+            )
+          )
+          OR (
+            a."createdAt" < ${cutoff}
+            AND (
+              EXISTS (
+                SELECT 1 FROM "Person" AS p
+                WHERE p."id" = a."personId"
+                  AND (
+                    p."importSource" = 'didar'
+                    OR p."previousImportSource" = 'didar'
+                  )
+              )
+              OR EXISTS (
+                SELECT 1 FROM "Company" AS c
+                WHERE c."id" = a."companyId" AND c."importSource" = 'didar'
+              )
+              OR EXISTS (
+                SELECT 1 FROM "Deal" AS d2
+                WHERE d2."id" = a."dealId" AND d2."importSource" = 'didar'
+              )
+              OR (
+                a."personId" IS NULL
+                AND a."companyId" IS NULL
+                AND a."dealId" IS NULL
+                AND a."dueAt" IS NOT NULL
+                AND a."dueAt" < ${cutoff}
+              )
+            )
+          )
+        )
+    `);
+  }
+
   normalizeModules(raw: string[] | null | undefined): OrgModuleKey[] {
     if (!raw?.length) return defaultEnabledModules();
     const cleaned = raw.filter(isOrgModuleKey) as OrgModuleKey[];

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

@@ -12,3 +12,23 @@ export function toJsonCustomFields(
 ): Prisma.InputJsonValue {
   return (value ?? {}) as Prisma.InputJsonValue;
 }
+
+export function asAddresses(value: unknown): string[] {
+  if (!Array.isArray(value)) return [];
+  const out: string[] = [];
+  for (const item of value) {
+    const text = String(item ?? '').trim();
+    if (text && !out.includes(text)) out.push(text);
+    if (out.length >= 20) break;
+  }
+  return out;
+}
+
+export function toJsonAddresses(value?: string[] | null): Prisma.InputJsonValue {
+  return asAddresses(value ?? []);
+}
+
+/** Collect address-like cells from an excel row into a unique list. */
+export function collectAddresses(...parts: Array<string | undefined | null>): string[] {
+  return asAddresses(parts.map((p) => (p ?? '').trim()).filter(Boolean));
+}

apps/api/src/common/excel-import-session.ts

@@ -0,0 +1,341 @@
+import { randomBytes } from 'node:crypto';
+import * as fs from 'node:fs';
+import * as os from 'node:os';
+import * as path from 'node:path';
+import { BadRequestException } from '@nestjs/common';
+
+export const EXCEL_IMPORT_CHUNK_SIZE = 150;
+/** بعد از این تعداد ردیف، کلاینت حتماً چندمرحله‌ای می‌رود (پیش‌نمایش هم نشان می‌دهد) */
+export const EXCEL_IMPORT_LARGE_THRESHOLD = 80;
+const SESSION_TTL_MS = 45 * 60 * 1000;
+const MAX_SESSIONS = 40;
+const MAX_ASYNC_ROWS = 100_000;
+
+export type ExcelImportLookupCaches = {
+  user: Map<string, string | null>;
+  person: Map<string, string | null>;
+  company: Map<string, string | null>;
+  deal: Map<string, string | null>;
+};
+
+export type ExcelImportSessionStatus = {
+  sessionId: string;
+  status: 'parsing' | 'ready' | 'error';
+  total: number;
+  parsed: number;
+  error?: string;
+  hasMore?: boolean;
+  nextOffset?: number;
+};
+
+type ExcelImportSession = {
+  organizationId: string;
+  rows: Array<Record<string, string>>;
+  expiresAt: number;
+  caches: ExcelImportLookupCaches;
+  status: 'parsing' | 'ready' | 'error';
+  error?: string;
+  total: number;
+  parsed: number;
+};
+
+const sessions = new Map<string, ExcelImportSession>();
+const TMP_DIR = path.join(os.tmpdir(), 'mento-excel-import');
+
+function emptyCaches(): ExcelImportLookupCaches {
+  return {
+    user: new Map(),
+    person: new Map(),
+    company: new Map(),
+    deal: new Map(),
+  };
+}
+
+function purgeExpired() {
+  const now = Date.now();
+  for (const [id, session] of sessions) {
+    if (session.expiresAt <= now) {
+      sessions.delete(id);
+      cleanupSessionFiles(id);
+    }
+  }
+  if (sessions.size <= MAX_SESSIONS) return;
+  const ordered = [...sessions.entries()].sort(
+    (a, b) => a[1].expiresAt - b[1].expiresAt,
+  );
+  while (sessions.size > MAX_SESSIONS && ordered.length) {
+    const [id] = ordered.shift()!;
+    sessions.delete(id);
+    cleanupSessionFiles(id);
+  }
+}
+
+function cleanupSessionFiles(sessionId: string) {
+  for (const ext of ['.xlsx', '.jsonl']) {
+    try {
+      fs.unlinkSync(path.join(TMP_DIR, `${sessionId}${ext}`));
+    } catch {
+      /* ignore */
+    }
+  }
+}
+
+function touch(session: ExcelImportSession) {
+  session.expiresAt = Date.now() + SESSION_TTL_MS;
+}
+
+export function createExcelImportSession(
+  organizationId: string,
+  rows: Array<Record<string, string>>,
+): string {
+  purgeExpired();
+  const id = randomBytes(16).toString('hex');
+  sessions.set(id, {
+    organizationId,
+    rows,
+    expiresAt: Date.now() + SESSION_TTL_MS,
+    caches: emptyCaches(),
+    status: 'ready',
+    total: rows.length,
+    parsed: rows.length,
+  });
+  return id;
+}
+
+/** فقط کش lookup برای ایمپورت JSON تکه‌ای از مرورگر (بدون نگه داشتن کل فایل) */
+export function createExcelImportCacheSession(organizationId: string): string {
+  purgeExpired();
+  const id = randomBytes(16).toString('hex');
+  sessions.set(id, {
+    organizationId,
+    rows: [],
+    expiresAt: Date.now() + SESSION_TTL_MS,
+    caches: emptyCaches(),
+    status: 'ready',
+    total: 0,
+    parsed: 0,
+  });
+  return id;
+}
+
+/**
+ * آپلود را فوری قبول می‌کند و پارس را در پس‌زمینه انجام می‌دهد
+ * تا پروکسی nginx با ۵۰۲ قطع نکند.
+ */
+export function beginExcelImportPrepare(
+  organizationId: string,
+  buffer: Buffer,
+  loadRows: (file: Express.Multer.File) => Promise<Array<Record<string, string>>>,
+): string {
+  purgeExpired();
+  fs.mkdirSync(TMP_DIR, { recursive: true });
+  const id = randomBytes(16).toString('hex');
+  const xlsxPath = path.join(TMP_DIR, `${id}.xlsx`);
+  fs.writeFileSync(xlsxPath, buffer);
+
+  sessions.set(id, {
+    organizationId,
+    rows: [],
+    expiresAt: Date.now() + SESSION_TTL_MS,
+    caches: emptyCaches(),
+    status: 'parsing',
+    total: 0,
+    parsed: 0,
+  });
+
+  const fakeFile = {
+    fieldname: 'file',
+    originalname: 'import.xlsx',
+    encoding: '7bit',
+    mimetype:
+      'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+    size: buffer.length,
+    buffer,
+    destination: '',
+    filename: '',
+    path: xlsxPath,
+  } as Express.Multer.File;
+
+  void (async () => {
+    const session = sessions.get(id);
+    if (!session) return;
+    try {
+      const rows = await loadRows(fakeFile);
+      const current = sessions.get(id);
+      if (!current) return;
+      if (rows.length > MAX_ASYNC_ROWS) {
+        current.status = 'error';
+        current.error = `فایل بیش از ${MAX_ASYNC_ROWS} ردیف دارد. فایل را تقسیم کنید.`;
+        current.total = rows.length;
+        current.parsed = rows.length;
+        touch(current);
+        cleanupSessionFiles(id);
+        return;
+      }
+      current.rows = rows;
+      current.total = rows.length;
+      current.parsed = rows.length;
+      current.status = 'ready';
+      touch(current);
+      try {
+        fs.unlinkSync(xlsxPath);
+      } catch {
+        /* ignore */
+      }
+    } catch (e) {
+      const current = sessions.get(id);
+      if (!current) return;
+      current.status = 'error';
+      current.error =
+        e instanceof Error ? e.message : 'خواندن فایل اکسل ناموفق بود';
+      touch(current);
+      cleanupSessionFiles(id);
+    }
+  })();
+
+  return id;
+}
+
+export function getExcelImportPrepareStatus(
+  sessionId: string,
+  organizationId: string,
+): ExcelImportSessionStatus {
+  purgeExpired();
+  const session = sessions.get(sessionId);
+  if (!session || session.organizationId !== organizationId) {
+    throw new BadRequestException(
+      'جلسه ورود اکسل منقضی یا نامعتبر است. فایل را دوباره انتخاب کنید.',
+    );
+  }
+  touch(session);
+  return {
+    sessionId,
+    status: session.status,
+    total: session.total,
+    parsed: session.parsed,
+    error: session.error,
+    hasMore: session.status === 'ready' ? session.total > 0 : true,
+    nextOffset: 0,
+  };
+}
+
+export function getExcelImportSession(
+  sessionId: string,
+  organizationId: string,
+): Array<Record<string, string>> {
+  purgeExpired();
+  const session = sessions.get(sessionId);
+  if (!session || session.organizationId !== organizationId) {
+    throw new BadRequestException(
+      'جلسه ورود اکسل منقضی یا نامعتبر است. فایل را دوباره انتخاب کنید.',
+    );
+  }
+  if (session.status === 'parsing') {
+    throw new BadRequestException(
+      'فایل هنوز در حال آماده‌سازی است. چند لحظه صبر کنید.',
+    );
+  }
+  if (session.status === 'error') {
+    throw new BadRequestException(
+      session.error || 'آماده‌سازی فایل اکسل ناموفق بود.',
+    );
+  }
+  touch(session);
+  return session.rows;
+}
+
+export function destroyExcelImportSession(sessionId: string | undefined) {
+  if (!sessionId) return;
+  sessions.delete(sessionId);
+  cleanupSessionFiles(sessionId);
+}
+
+export function getExcelImportSessionCaches(
+  sessionId: string,
+  organizationId: string,
+): ExcelImportLookupCaches {
+  purgeExpired();
+  const session = sessions.get(sessionId);
+  if (!session || session.organizationId !== organizationId) {
+    return emptyCaches();
+  }
+  touch(session);
+  return session.caches;
+}
+
+export function parseChunkParams(raw: {
+  offset?: string | number;
+  limit?: string | number;
+}): { offset: number; limit: number } {
+  const offset = Math.max(0, Number(raw.offset ?? 0) || 0);
+  const limit = Math.min(
+    250,
+    Math.max(1, Number(raw.limit ?? EXCEL_IMPORT_CHUNK_SIZE) || EXCEL_IMPORT_CHUNK_SIZE),
+  );
+  return { offset, limit };
+}
+
+export type ExcelImportChunkContext = {
+  sessionId: string;
+  allRows: Array<Record<string, string>>;
+  slice: Array<Record<string, string>>;
+  offset: number;
+  nextOffset: number;
+  hasMore: boolean;
+  total: number;
+};
+
+/**
+ * فایل را یک‌بار می‌خواند و در حافظه نگه می‌دارد؛ درخواست‌های بعدی فقط با sessionId + offset.
+ */
+export async function resolveExcelImportChunk(opts: {
+  organizationId: string;
+  file?: Express.Multer.File | null;
+  sessionId?: string;
+  offset?: string | number;
+  limit?: string | number;
+  loadRows: () => Promise<Array<Record<string, string>>>;
+}): Promise<ExcelImportChunkContext> {
+  const { offset, limit } = parseChunkParams({
+    offset: opts.offset,
+    limit: opts.limit,
+  });
+
+  let sessionId = (opts.sessionId ?? '').trim();
+  let allRows: Array<Record<string, string>>;
+
+  if (sessionId) {
+    allRows = getExcelImportSession(sessionId, opts.organizationId);
+  } else {
+    if (!opts.file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    allRows = await opts.loadRows();
+    sessionId = createExcelImportSession(opts.organizationId, allRows);
+  }
+
+  const slice = allRows.slice(offset, offset + limit);
+  const nextOffset = offset + slice.length;
+  const hasMore = nextOffset < allRows.length;
+  if (!hasMore) destroyExcelImportSession(sessionId);
+
+  return {
+    sessionId,
+    allRows,
+    slice,
+    offset,
+    nextOffset,
+    hasMore,
+    total: allRows.length,
+  };
+}
+
+export function chunkImportMeta(ctx: ExcelImportChunkContext) {
+  return {
+    sessionId: ctx.hasMore ? ctx.sessionId : undefined,
+    total: ctx.total,
+    processed: ctx.nextOffset,
+    hasMore: ctx.hasMore,
+    nextOffset: ctx.hasMore ? ctx.nextOffset : undefined,
+  };
+}

apps/api/src/common/excel.ts

@@ -1,24 +1,39 @@
 import { BadRequestException } from '@nestjs/common';
 import ExcelJS from 'exceljs';
+import { EXCEL_IMPORT_LARGE_THRESHOLD } from './excel-import-session';
 
 export function cellStr(value: ExcelJS.CellValue | undefined): string {
-  if (value == null) return '';
-  if (typeof value === 'string' || typeof value === 'number') {
-    return String(value).trim();
+  try {
+    if (value == null) return '';
+    if (typeof value === 'string' || typeof value === 'number' || typeof value === 'boolean') {
+      return String(value).trim();
+    }
+    if (value instanceof Date) {
+      return Number.isNaN(value.getTime()) ? '' : value.toISOString();
+    }
+    if (typeof value === 'object' && 'richText' in value && Array.isArray(value.richText)) {
+      return value.richText.map((part) => part?.text ?? '').join('').trim();
+    }
+    if (typeof value === 'object' && 'text' in value && typeof value.text === 'string') {
+      return value.text.trim();
+    }
+    if (typeof value === 'object' && 'result' in value && value.result != null) {
+      const result = value.result;
+      if (typeof result === 'string' || typeof result === 'number' || typeof result === 'boolean') {
+        return String(result).trim();
+      }
+      if (result instanceof Date) {
+        return Number.isNaN(result.getTime()) ? '' : result.toISOString();
+      }
+      return '';
+    }
+    if (typeof value === 'object' && 'error' in value && value.error != null) {
+      return String(value.error).trim();
+    }
+    return '';
+  } catch {
+    return '';
   }
-  if (typeof value === 'object' && 'richText' in value && Array.isArray(value.richText)) {
-    return value.richText.map((part) => part.text).join('').trim();
-  }
-  if (typeof value === 'object' && 'text' in value && typeof value.text === 'string') {
-    return value.text.trim();
-  }
-  if (typeof value === 'object' && 'result' in value && value.result != null) {
-    return String(value.result).trim();
-  }
-  if (value instanceof Date) {
-    return value.toISOString();
-  }
-  return String(value).trim();
 }
 
 export function normalizeHeader(raw: string) {
@@ -154,6 +169,28 @@ export function parseAmount(raw?: string): number | null {
   return Number.isFinite(n) ? n : null;
 }
 
+/** تاریخ تولد: سال زیر ۱۷۰۰ شمسی است، سال ۱۷۰۰ به بعد میلادی. ظهر UTC تا روز جابه‌جا نشود. */
+export function parseBirthDate(raw?: string | null): Date | null {
+  const text = toAsciiDigits(String(raw ?? '')).trim();
+  if (!text || text === '-' || text === '0' || text === '0000-00-00') return null;
+  const datePart = text.split(/[T\s]/)[0] ?? text;
+  const match = /^(\d{3,4})[\/\-.](\d{1,2})[\/\-.](\d{1,2})$/.exec(datePart);
+  if (!match) {
+    const fallback = new Date(text);
+    return Number.isNaN(fallback.getTime()) ? null : fallback;
+  }
+  const year = Number(match[1]);
+  const month = Number(match[2]);
+  const day = Number(match[3]);
+  if (month < 1 || month > 12 || day < 1 || day > 31) return null;
+  if (year >= 1700) {
+    return new Date(Date.UTC(year, month - 1, day, 12, 0, 0));
+  }
+  if (year < 1200) return null;
+  const { gy, gm, gd } = toGregorian(year, month, day);
+  return new Date(Date.UTC(gy, gm - 1, gd, 12, 0, 0));
+}
+
 export function parseJalaliDateTime(dateRaw?: string, timeRaw?: string): Date | null {
   const dateText = toAsciiDigits(dateRaw ?? '').trim();
   if (!dateText) return null;
@@ -182,7 +219,17 @@ export async function workbookFromUpload(file: Express.Multer.File | undefined)
     throw new BadRequestException('فایل اکسل انتخاب نشده است');
   }
   const wb = new ExcelJS.Workbook();
-  await wb.xlsx.load(Uint8Array.from(file.buffer) as unknown as ExcelJS.Buffer);
+  try {
+    // Pass Node Buffer directly — Uint8Array copies can break ExcelJS on some runtimes.
+    await wb.xlsx.load(file.buffer as unknown as ExcelJS.Buffer);
+  } catch (err) {
+    const detail = err instanceof Error ? err.message : '';
+    throw new BadRequestException(
+      detail.includes('central directory') || detail.includes('zip')
+        ? 'فایل اکسل نامعتبر است. فقط فرمت .xlsx پشتیبانی می‌شود (نه .xls یا csv).'
+        : 'خواندن فایل اکسل ناموفق بود. فایل را با فرمت .xlsx ذخیره کنید و دوباره تلاش کنید.',
+    );
+  }
   const sheet = wb.worksheets[0];
   if (!sheet) throw new BadRequestException('شیت اکسل پیدا نشد');
   return sheet;
@@ -205,6 +252,8 @@ export type ExcelPreviewResult = {
   fields: ExcelFieldOption[];
   suggested: Record<string, string>;
   needsMapping: boolean;
+  rowCount: number;
+  largeFile?: boolean;
 };
 
 export function excelFieldsFromColumns(
@@ -254,34 +303,76 @@ function resolveFieldKey(
   return aliases[compact] ?? aliases[raw.trim()] ?? aliases[normalizeHeader(raw)] ?? '';
 }
 
+export type ExcelPositionalColumn = { key: string; label: string };
+
+export type ExcelReadOptions = {
+  /** اگر ردیف اول هدر نباشد، از این ترتیب ستون استفاده شود */
+  positionalColumns?: ExcelPositionalColumn[];
+  /** تشخیص فایل بدون هدر (مثل خروجی دیدار) */
+  detectHeaderless?: (firstRowCells: string[]) => boolean;
+};
+
+function readFirstRowCells(sheet: ExcelJS.Worksheet): string[] {
+  const cells: string[] = [];
+  const row = sheet.getRow(1);
+  const max = Math.max(row.cellCount || 0, sheet.columnCount || 0, 22);
+  for (let col = 1; col <= max; col += 1) {
+    cells.push(cellStr(row.getCell(col).value));
+  }
+  while (cells.length && !cells[cells.length - 1]) cells.pop();
+  return cells;
+}
+
 export async function previewExcel(
   file: Express.Multer.File,
   aliases: Record<string, string>,
   fields: ExcelFieldOption[],
+  options?: ExcelReadOptions,
 ): Promise<ExcelPreviewResult> {
   const sheet = await workbookFromUpload(file);
-  const headerRow = sheet.getRow(1);
+  const firstCells = readFirstRowCells(sheet);
+  const headerless =
+    Boolean(options?.positionalColumns?.length) &&
+    Boolean(options?.detectHeaderless?.(firstCells));
+
   const columns: ExcelColumnPreview[] = [];
   const suggested: Record<string, string> = {};
   const used = new Set<string>();
 
-  headerRow.eachCell((cell, col) => {
-    const header = cellStr(cell.value);
-    if (!header) return;
-    const samples: string[] = [];
-    const last = Math.min(sheet.rowCount, 6);
-    for (let r = 2; r <= last; r += 1) {
-      const value = cellStr(sheet.getRow(r).getCell(col).value);
-      if (value) samples.push(value);
-      if (samples.length >= 3) break;
-    }
-    columns.push({ header, index: col, samples });
-    const key = resolveFieldKey(header, aliases);
-    if (key && !used.has(key)) {
-      suggested[header] = key;
-      used.add(key);
-    }
-  });
+  if (headerless && options?.positionalColumns) {
+    const last = Math.min(sheet.rowCount, 5);
+    options.positionalColumns.forEach((colDef, idx) => {
+      const col = idx + 1;
+      const samples: string[] = [];
+      for (let r = 1; r <= last; r += 1) {
+        const value = cellStr(sheet.getRow(r).getCell(col).value);
+        if (value) samples.push(value);
+        if (samples.length >= 3) break;
+      }
+      columns.push({ header: colDef.label, index: col, samples });
+      suggested[colDef.label] = colDef.key;
+      used.add(colDef.key);
+    });
+  } else {
+    const headerRow = sheet.getRow(1);
+    headerRow.eachCell((cell, col) => {
+      const header = cellStr(cell.value);
+      if (!header) return;
+      const samples: string[] = [];
+      const last = Math.min(sheet.rowCount, 6);
+      for (let r = 2; r <= last; r += 1) {
+        const value = cellStr(sheet.getRow(r).getCell(col).value);
+        if (value) samples.push(value);
+        if (samples.length >= 3) break;
+      }
+      columns.push({ header, index: col, samples });
+      const key = resolveFieldKey(header, aliases);
+      if (key && !used.has(key)) {
+        suggested[header] = key;
+        used.add(key);
+      }
+    });
+  }
 
   if (!columns.length) {
     throw new BadRequestException('ستون عنوان در ردیف اول فایل پیدا نشد');
@@ -291,11 +382,19 @@ export async function previewExcel(
   const mapped = new Set(Object.values(suggested));
   const missingRequired = required.some((key) => !mapped.has(key));
   const unrecognized = columns.some((col) => !suggested[col.header]);
+
+  const rawRows = Math.max(0, sheet.actualRowCount || sheet.rowCount || 0);
+  const rowCount = headerless ? rawRows : Math.max(0, rawRows - 1);
+
   return {
     columns,
     fields,
     suggested,
-    needsMapping: unrecognized || missingRequired || !mapped.size,
+    needsMapping: headerless
+      ? false
+      : unrecognized || missingRequired || !mapped.size,
+    rowCount,
+    largeFile: rowCount >= EXCEL_IMPORT_LARGE_THRESHOLD,
   };
 }
 
@@ -303,16 +402,33 @@ export async function readMappedRows(
   file: Express.Multer.File,
   aliases: Record<string, string>,
   mapping?: Record<string, string>,
+  options?: ExcelReadOptions,
 ): Promise<Record<string, string>[]> {
   const sheet = await workbookFromUpload(file);
-  const headerRow = sheet.getRow(1);
+  const firstCells = readFirstRowCells(sheet);
+  const headerless =
+    !mapping &&
+    Boolean(options?.positionalColumns?.length) &&
+    Boolean(options?.detectHeaderless?.(firstCells));
+
   const map = new Map<number, string>();
-  headerRow.eachCell((cell, col) => {
-    const raw = cellStr(cell.value);
-    if (!raw) return;
-    const key = resolveFieldKey(raw, aliases, mapping);
-    if (key) map.set(col, key);
-  });
+  let dataStartRow = 2;
+
+  if (headerless && options?.positionalColumns) {
+    options.positionalColumns.forEach((colDef, idx) => {
+      map.set(idx + 1, colDef.key);
+    });
+    dataStartRow = 1;
+  } else {
+    const headerRow = sheet.getRow(1);
+    headerRow.eachCell((cell, col) => {
+      const raw = cellStr(cell.value);
+      if (!raw) return;
+      const key = resolveFieldKey(raw, aliases, mapping);
+      if (key) map.set(col, key);
+    });
+  }
+
   if (!map.size) {
     throw new BadRequestException(
       'ستون‌های فایل شناسایی نشد. ستون‌های فایل را با فیلدهای سیستم تطبیق دهید.',
@@ -321,7 +437,7 @@ export async function readMappedRows(
 
   const rows: Record<string, string>[] = [];
   sheet.eachRow((row, rowNumber) => {
-    if (rowNumber === 1) return;
+    if (rowNumber < dataStartRow) return;
     const item: Record<string, string> = {};
     let any = false;
     for (const [col, key] of map) {

apps/api/src/common/jalali.ts

@@ -103,6 +103,121 @@ export function jalaliMonthKey(d: Date): string {
   return `${jy}-${String(jm).padStart(2, '0')}`;
 }
 
+const FA_DIGITS = '۰۱۲۳۴۵۶۷۸۹';
+
+function toAsciiDigits(value: string) {
+  return value
+    .replace(/[۰-۹]/g, (d) => String(FA_DIGITS.indexOf(d)))
+    .replace(/[٠-٩]/g, (d) => String('٠١٢٣٤٥٦٧٨٩'.indexOf(d)));
+}
+
+function toFaDigits(value: string | number) {
+  return String(value).replace(/\d/g, (d) => FA_DIGITS[Number(d)] ?? d);
+}
+
+function tehranYmd(d: Date) {
+  const [gy, gm, gd] = new Intl.DateTimeFormat('en-CA', {
+    timeZone: 'Asia/Tehran',
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  })
+    .format(d)
+    .split('-')
+    .map(Number);
+  return { gy, gm, gd };
+}
+
+/** تاریخ شمسی تهران، مثل ۱۴۰۲/۰۶/۱۲ */
+export function formatTehranJalali(d: Date): string {
+  const { gy, gm, gd } = tehranYmd(d);
+  const j = toJalali(gy, gm, gd);
+  return `${toFaDigits(j.jy)}/${toFaDigits(String(j.jm).padStart(2, '0'))}/${toFaDigits(String(j.jd).padStart(2, '0'))}`;
+}
+
+const GREG_MONTHS: Array<[string, number]> = [
+  ['ژانویه', 1],
+  ['january', 1],
+  ['فوریه', 2],
+  ['february', 2],
+  ['مارس', 3],
+  ['march', 3],
+  ['آوریل', 4],
+  ['april', 4],
+  ['ژوئن', 6],
+  ['june', 6],
+  ['ژوئیه', 7],
+  ['جولای', 7],
+  ['july', 7],
+  ['اوت', 8],
+  ['آگوست', 8],
+  ['آگست', 8],
+  ['august', 8],
+  ['سپتامبر', 9],
+  ['september', 9],
+  ['اکتبر', 10],
+  ['october', 10],
+  ['نوامبر', 11],
+  ['november', 11],
+  ['دسامبر', 12],
+  ['december', 12],
+  ['مه', 5],
+  ['می', 5],
+  ['may', 5],
+];
+
+function gregMonthNumber(name: string): number | null {
+  const key = name.trim().toLowerCase();
+  return GREG_MONTHS.find(([label]) => label === key)?.[1] ?? null;
+}
+
+function inferGregorianYear(month: number, day: number, now = new Date()): number {
+  const { gy, gm, gd } = tehranYmd(now);
+  if (month > gm || (month === gm && day > gd)) return gy - 1;
+  return gy;
+}
+
+function jalaliFromGregorian(year: number, month: number, day: number): string | null {
+  if (month < 1 || month > 12 || day < 1 || day > 31 || year < 1700 || year > 2500) return null;
+  const j = toJalali(year, month, day);
+  return `${toFaDigits(j.jy)}/${toFaDigits(String(j.jm).padStart(2, '0'))}/${toFaDigits(String(j.jd).padStart(2, '0'))}`;
+}
+
+/** «21 سپتامبر» و تاریخ میلادی عددی را در متن کاربر به شمسی تبدیل می‌کند. */
+export function rewriteGregorianDates(text: string, now = new Date()): string {
+  const monthAlt = GREG_MONTHS.map(([name]) => name).join('|');
+  const dayMonth = new RegExp(
+    `(^|[^\\p{L}\\d])([0-9۰-۹]{1,2})\\s*(${monthAlt})(?![\\p{L}\\u200c])(?:\\s+([0-9۰-۹]{4}))?`,
+    'giu',
+  );
+  const monthDay = new RegExp(
+    `(^|[^\\p{L}\\d])(${monthAlt})(?![\\p{L}\\u200c])\\s+([0-9۰-۹]{1,2})(?:\\s*,?\\s*([0-9۰-۹]{4}))?`,
+    'giu',
+  );
+  const iso = /\b((?:19|20)\d{2})-(\d{2})-(\d{2})\b/g;
+
+  const fromParts = (dayRaw: string, monthName: string, yearRaw?: string) => {
+    const day = Number(toAsciiDigits(dayRaw));
+    const month = gregMonthNumber(monthName);
+    if (!month) return null;
+    const year = yearRaw ? Number(toAsciiDigits(yearRaw)) : inferGregorianYear(month, day, now);
+    return jalaliFromGregorian(year, month, day);
+  };
+
+  let out = text.replace(dayMonth, (full, lead: string, day: string, month: string, year?: string) => {
+    const next = fromParts(day, month, year);
+    return next ? `${lead}${next}` : full;
+  });
+  out = out.replace(monthDay, (full, lead: string, month: string, day: string, year?: string) => {
+    const next = fromParts(day, month, year);
+    return next ? `${lead}${next}` : full;
+  });
+  out = out.replace(iso, (full, year: string, month: string, day: string) => {
+    return jalaliFromGregorian(Number(year), Number(month), Number(day)) ?? full;
+  });
+  return out;
+}
+
 export function startOfJalaliMonth(jy: number, jm: number): Date {
   return jalaliToDate(jy, jm, 1);
 }

apps/api/src/common/prior-archive.ts

@@ -0,0 +1,64 @@
+import type { Prisma } from '@prisma/client';
+import type { Actor } from './record-scope';
+
+export type PriorLens = 'off' | 'current' | 'archive';
+
+export function actorPriorLens(actor: Pick<Actor, 'priorLens'> | undefined): PriorLens {
+  return actor?.priorLens ?? 'off';
+}
+
+function hasCutoff(cutoff?: Date | null): cutoff is Date {
+  return cutoff instanceof Date && !Number.isNaN(cutoff.getTime());
+}
+
+/** شخص/شرکت دیگر با این لنز فیلتر نمی‌شوند. */
+export function personPriorWhere(_lens?: PriorLens): Prisma.PersonWhereInput {
+  return {};
+}
+
+export function companyPriorWhere(_lens?: PriorLens): Prisma.CompanyWhereInput {
+  return {};
+}
+
+export function dealPriorWhere(
+  lens: PriorLens | undefined,
+  cutoff?: Date | null,
+): Prisma.DealWhereInput {
+  if (lens !== 'current' && lens !== 'archive') return {};
+  if (!hasCutoff(cutoff)) return {};
+  if (lens === 'current') {
+    return {
+      OR: [
+        { createdAt: { gte: cutoff } },
+        { promotedFromPriorAt: { not: null } },
+      ],
+    };
+  }
+  return { createdAt: { lt: cutoff }, promotedFromPriorAt: null };
+}
+
+export function activityPriorWhere(
+  lens: PriorLens | undefined,
+  cutoff?: Date | null,
+): Prisma.ActivityWhereInput {
+  if (lens !== 'current' && lens !== 'archive') return {};
+  if (!hasCutoff(cutoff)) return {};
+  if (lens === 'current') {
+    return {
+      OR: [
+        { createdAt: { gte: cutoff } },
+        { promotedFromPriorAt: { not: null } },
+      ],
+    };
+  }
+  return { createdAt: { lt: cutoff }, promotedFromPriorAt: null };
+}
+
+/** فهرست شخص/شرکت: همیشه بدون فیلتر لنز (سازگاری با call-siteهای قدیمی). */
+export function listPriorLens(
+  _lens: PriorLens | undefined,
+  _q: string | undefined,
+  _explicitSource: boolean,
+): PriorLens {
+  return 'off';
+}

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

@@ -1,44 +1,184 @@
-import type { UserRole } from '@mento/shared';
-import { canViewAllRecords } from '@mento/shared';
+import type { DataScope, DataVisibility, DataVisibilityScopes, UserRole } from '@mento/shared';
+import { DATA_SCOPES, canViewAllRecords } from '@mento/shared';
 import type { Prisma } from '@prisma/client';
 
+export type ScopeVisibility = {
+  dataVisibility: DataVisibility;
+  visibleUserIds: string[] | null;
+};
+
 export type Actor = {
   userId: string;
   role: string;
   organizationId: string;
+  /** own | team | org — سطح پیش‌فرض از Membership */
+  dataVisibility?: DataVisibility;
+  /**
+   * شناسه کاربرانی که پرونده‌شان برای این Actor قابل‌مشاهده است.
+   * اگر undefined باشد فقط خود کاربر؛ اگر null یعنی همه (elevated/org).
+   */
+  visibleUserIds?: string[] | null;
+  /** سطح دید تفکیکی هر بخش (از Membership.dataVisibilityScopes) */
+  scopes?: Partial<Record<DataScope, ScopeVisibility>>;
+  /** off = فیلتر خاموش؛ current = کار جاری؛ archive = بایگانی اطلاعات قبل */
+  priorLens?: 'off' | 'current' | 'archive';
+  /** لحظهٔ روشن شدن ماژول برای این محیط؛ فعالیت‌های ساخته‌شده قبل از آن می‌توانند قبلی باشند */
+  priorCutoff?: Date | null;
+  /** مالک واقعی وقتی در حالت مشاهده به‌جای کاربر دیگر است */
+  impersonatorUserId?: string;
+  impersonatorRole?: string;
+  /** در حالت مشاهده، سرور تغییر را رد می‌کند */
+  viewAsReadOnly?: boolean;
 };
 
+export type ScopedActor = Pick<Actor, 'userId' | 'role' | 'dataVisibility' | 'visibleUserIds' | 'scopes'>;
+
+/** 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];
+  if (!s) return actor;
+  return { ...actor, dataVisibility: s.dataVisibility, visibleUserIds: s.visibleUserIds };
+}
+
+export function parseVisibilityScopes(raw: unknown): DataVisibilityScopes {
+  const out: DataVisibilityScopes = {};
+  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return out;
+  for (const scope of DATA_SCOPES) {
+    const v = (raw as Record<string, unknown>)[scope];
+    if (v === 'own' || v === 'team' || v === 'org') out[scope] = v;
+  }
+  return out;
+}
+
 export function elevated(role: string | null | undefined): boolean {
   return canViewAllRecords(role);
 }
 
-/** فیلتر مالکیت برای Deal / Quote / Invoice / Person / Company */
+export function seesAllRecords(
+  actor: Pick<Actor, 'role' | 'dataVisibility' | 'visibleUserIds' | 'scopes'>,
+  scope?: DataScope,
+): boolean {
+  if (elevated(actor.role)) return true;
+  const s = scope ? actor.scopes?.[scope] : undefined;
+  const visibility = s ? s.dataVisibility : actor.dataVisibility;
+  const userIds = s ? s.visibleUserIds : actor.visibleUserIds;
+  if (visibility === 'org') return true;
+  if (userIds === null) return true;
+  return false;
+}
+
+/** شناسه کاربرانی که پرونده‌شان در این بخش دیده می‌شود؛ null یعنی همه. */
+export function scopedOwnerIds(
+  actor: ScopedActor,
+  scope?: DataScope,
+): string[] | null {
+  const a = scope ? forScope(actor, scope) : actor;
+  if (seesAllRecords(a)) return null;
+  const ids = a.visibleUserIds?.length
+    ? a.visibleUserIds
+    : [a.userId];
+  return [...new Set(ids.filter(Boolean))];
+}
+
+/** فیلتر مالکیت؛ پیش‌فرض بخش «مشتریان» (Person / Company). برای فاکتور/پیش‌فاکتور scope=finance. */
 export function ownerWhere(
-  actor: Pick<Actor, 'userId' | 'role'>,
-): { ownerId: string } | Record<string, never> {
-  if (elevated(actor.role)) return {};
-  return { ownerId: actor.userId };
+  actor: ScopedActor,
+  scope: DataScope = 'contacts',
+): { ownerId: string } | { ownerId: { in: string[] } } | Record<string, never> {
+  const ids = scopedOwnerIds(actor, scope);
+  if (!ids) return {};
+  if (ids.length === 1) return { ownerId: ids[0]! };
+  return { ownerId: { in: ids } };
 }
 
-/** فعالیت‌ها بر اساس مسئول */
-export function assigneeWhere(
-  actor: Pick<Actor, 'userId' | 'role'>,
-): { assigneeId: string } | Record<string, never> {
-  if (elevated(actor.role)) return {};
-  return { assigneeId: actor.userId };
-}
-
-/** یادداشت: نویسنده یا پرونده‌های تحت مالکیت */
-export function noteAccessWhere(
-  actor: Pick<Actor, 'userId' | 'role'>,
-): Prisma.NoteWhereInput {
-  if (elevated(actor.role)) return {};
+/** معامله: مالک اصلی یا یکی از مسئولان مشترک در محدوده دید */
+export function dealAccessWhere(
+  actor: ScopedActor,
+): Prisma.DealWhereInput {
+  const ids = scopedOwnerIds(actor, 'deals');
+  if (!ids) return {};
   return {
     OR: [
-      { authorId: actor.userId },
-      { deal: { ownerId: actor.userId } },
-      { person: { ownerId: actor.userId } },
-      { company: { ownerId: actor.userId } },
+      { ownerId: { in: ids } },
+      { assignees: { some: { id: { in: ids } } } },
+    ],
+  };
+}
+
+/** کارت پروژه: مالک یا یکی از مسئولان در محدوده دید */
+export function projectCardAccessWhere(
+  actor: ScopedActor,
+): Prisma.ProjectCardWhereInput {
+  const ids = scopedOwnerIds(actor, 'projects');
+  if (!ids) return {};
+  return {
+    OR: [
+      { ownerId: { in: ids } },
+      { assignees: { some: { id: { in: ids } } } },
+    ],
+  };
+}
+
+/** فعالیت‌ها بر اساس مسئول اصلی یا مسئولان مشترک */
+export function assigneeWhere(
+  actor: ScopedActor,
+): Prisma.ActivityWhereInput {
+  const ids = scopedOwnerIds(actor, 'activities');
+  if (!ids) return {};
+  return {
+    OR: [
+      { assigneeId: { in: ids } },
+      { assignees: { some: { id: { in: ids } } } },
+    ],
+  };
+}
+
+/** دسترسی به فعالیت: مسئولان یا شرکت‌کنندگان (فیلد شرکت‌کنندگان) در محدوده دید */
+export function activityAccessWhere(
+  actor: ScopedActor,
+): Prisma.ActivityWhereInput {
+  const ids = scopedOwnerIds(actor, 'activities');
+  if (!ids) return {};
+  return {
+    OR: [
+      { assigneeId: { in: ids } },
+      { assignees: { some: { id: { in: ids } } } },
+      { participantIds: { hasSome: ids } },
+    ],
+  };
+}
+
+/** یادداشت: نویسنده یا پرونده‌های تحت مالکیت در محدوده دید + محرمانگی شخصی */
+export function noteAccessWhere(
+  actor: ScopedActor,
+): Prisma.NoteWhereInput {
+  const ids = scopedOwnerIds(actor, 'notes');
+  const personalGate: Prisma.NoteWhereInput = {
+    OR: [
+      { visibility: { not: 'personal' } },
+      { visibility: 'personal', authorId: actor.userId },
+      // رکوردهای قدیمی بدون فیلد visibility در DB با default team می‌آیند
+    ],
+  };
+  if (!ids) return personalGate;
+  return {
+    AND: [
+      personalGate,
+      {
+        OR: [
+          { authorId: { in: ids } },
+          {
+            deal: {
+              OR: [
+                { ownerId: { in: ids } },
+                { assignees: { some: { id: { in: ids } } } },
+              ],
+            },
+          },
+          { person: { ownerId: { in: ids } } },
+          { company: { ownerId: { in: ids } } },
+        ],
+      },
     ],
   };
 }
@@ -53,13 +193,14 @@ export function resolveOwnerId(
   return actor.userId;
 }
 
-/** تیکت: مسئول یا ثبت‌کننده */
+/** تیکت: مسئول یا ثبت‌کننده در محدوده دید */
 export function ticketAccessWhere(
-  actor: Pick<Actor, 'userId' | 'role'>,
+  actor: ScopedActor,
 ): Prisma.TicketWhereInput {
-  if (elevated(actor.role)) return {};
+  const ids = scopedOwnerIds(actor, 'tickets');
+  if (!ids) return {};
   return {
-    OR: [{ assigneeId: actor.userId }, { reporterId: actor.userId }],
+    OR: [{ assigneeId: { in: ids } }, { reporterId: { in: ids } }],
   };
 }
 
@@ -68,3 +209,10 @@ export function canReassignOwner(role: string | null | undefined): boolean {
 }
 
 export type OrgRole = UserRole;
+
+export function normalizeDataVisibility(
+  value: string | null | undefined,
+): DataVisibility {
+  if (value === 'team' || value === 'org' || value === 'own') return value;
+  return 'own';
+}

apps/api/src/common/search.ts

@@ -0,0 +1,85 @@
+/**
+ * الگوریتم مشترک جستجو در کل API:
+ * - عبارت به کلمات شکسته می‌شود و همه کلمات باید (در هر فیلدی) پیدا شوند؛
+ *   پس «علی رضا» هم «علی رضایی» را پیدا می‌کند و بخشی از نام هم کافی است.
+ * - حروف عربی/فارسی (ي/ی، ك/ک، ة/ه، أ/ا …) و ارقام فارسی/عربی/لاتین یکسان در نظر گرفته می‌شوند.
+ * - برای شماره تلفن، پیشوند 0 / 98 / +98 نادیده گرفته می‌شود.
+ */
+
+const MAX_TOKENS = 6;
+
+const FA_DIGITS = '۰۱۲۳۴۵۶۷۸۹';
+const AR_DIGITS = '٠١٢٣٤٥٦٧٨٩';
+
+function toAsciiDigits(s: string): string {
+  return s.replace(/[۰-۹٠-٩]/g, (ch) => {
+    const fa = FA_DIGITS.indexOf(ch);
+    return String(fa >= 0 ? fa : AR_DIGITS.indexOf(ch));
+  });
+}
+
+function toFaDigits(s: string): string {
+  return s.replace(/[0-9]/g, (d) => FA_DIGITS[Number(d)]!);
+}
+
+function toPersianLetters(s: string): string {
+  return s
+    .replace(/[يىئ]/g, 'ی')
+    .replace(/ك/g, 'ک')
+    .replace(/ة/g, 'ه')
+    .replace(/[أإٱ]/g, 'ا')
+    .replace(/ؤ/g, 'و');
+}
+
+function toArabicLetters(s: string): string {
+  return s.replace(/ی/g, 'ي').replace(/ک/g, 'ك');
+}
+
+/** متن ورودی جستجو را یکدست می‌کند (ارقام لاتین، حروف فارسی، فاصله‌های یکدست). */
+export function normalizeSearchText(raw: string | null | undefined): string {
+  return toPersianLetters(toAsciiDigits(String(raw ?? '')))
+    .replace(/[\u064B-\u065F\u0670]/g, '')
+    .replace(/[\u200c\u200f\u200e]/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim();
+}
+
+export function searchTokens(raw: string | null | undefined): string[] {
+  const text = normalizeSearchText(raw);
+  if (!text) return [];
+  return [...new Set(text.split(' ').filter(Boolean))].slice(0, MAX_TOKENS);
+}
+
+/** شکل‌های مختلف یک کلمه که ممکن است در دیتابیس ذخیره شده باشد. */
+export function tokenVariants(token: string): string[] {
+  const out = new Set<string>([token, toArabicLetters(token)]);
+  if (/[0-9]/.test(token)) {
+    out.add(toFaDigits(token));
+    if (/^\+?[0-9]+$/.test(token)) {
+      const core = token.replace(/^\+/, '').replace(/^(0098|98|0)/, '');
+      if (core.length >= 3) out.add(core);
+    }
+  }
+  return [...out].filter(Boolean);
+}
+
+/**
+ * شرط Prisma برای جستجو: AND روی کلمات، OR روی شکل‌ها و فیلدها.
+ * `fieldsFor(term)` شرط‌های OR یک کلمه را برای فیلدهای آن مدل برمی‌گرداند.
+ */
+export function buildSearchWhere<W extends object>(
+  raw: string | null | undefined,
+  fieldsFor: (term: string) => W[],
+): W | undefined {
+  const tokens = searchTokens(raw);
+  if (!tokens.length) return undefined;
+  const parts = tokens.map((token) => ({
+    OR: tokenVariants(token).flatMap((v) => fieldsFor(v)),
+  }));
+  return (parts.length === 1 ? parts[0] : { AND: parts }) as unknown as W;
+}
+
+/** کمک برای فیلدهای متنی ساده: `{ field: { contains, mode: 'insensitive' } }` */
+export function ci(term: string) {
+  return { contains: term, mode: 'insensitive' as const };
+}

apps/api/src/common/sms-text.ts

@@ -0,0 +1,35 @@
+import { jalaliMonthName, toJalali } from './jalali';
+import { applyMessageTemplate } from '../message-automations/message-automation.util';
+
+const FA_DIGITS = '۰۱۲۳۴۵۶۷۸۹';
+
+function toFaDigits(value: string | number) {
+  return String(value).replace(/\d/g, (d) => FA_DIGITS[Number(d)] ?? d);
+}
+
+function tehranJalaliLong(d: Date) {
+  const [gy, gm, gd] = new Intl.DateTimeFormat('en-CA', {
+    timeZone: 'Asia/Tehran',
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  })
+    .format(d)
+    .split('-')
+    .map(Number);
+  const j = toJalali(gy, gm, gd);
+  return `${toFaDigits(j.jd)} ${jalaliMonthName(j.jm)} ${toFaDigits(j.jy)}`;
+}
+
+export function renderSmsText(
+  text: string,
+  vars: { name?: string; phone?: string; title?: string; company?: string },
+) {
+  return applyMessageTemplate(text, {
+    name: vars.name,
+    phone: vars.phone,
+    title: vars.title,
+    company: vars.company,
+    date: tehranJalaliLong(new Date()),
+  }).trim();
+}

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

@@ -1,6 +1,5 @@
 import { Injectable, Logger } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
-import { brand } from '@mento/shared';
 
 /** پنل ترِز / رایگان — همان الگوی montime */
 const SMS_TREZ_DEFAULT_BASE_URL = 'http://smspanel.Trez.ir';
@@ -44,8 +43,8 @@ export class SmsService {
 
   async sendOtpSms(mobile: string, code: string): Promise<boolean> {
     const template =
-      this.config.get<string>('SMS_OTP_TEMPLATE') ??
-      `کد ورود پرتال ${brand.nameFa}: {code}`;
+      this.config.get<string>('SMS_OTP_TEMPLATE')?.trim() ||
+      `کد ورود منتکت: {code}`;
     const text = template.replace('{code}', code);
     const result = await this.sendSmsDetailed(mobile, text);
     return result.ok;

apps/api/src/common/tags.ts

@@ -0,0 +1,10 @@
+/** Normalize free-form tag lists (max 40 unique non-empty tags). */
+export function normalizeTags(input?: string[] | null): string[] {
+  if (!input?.length) return [];
+  const cleaned = input
+    .map((t) => String(t ?? '').trim())
+    .filter(Boolean)
+    .map((t) => (t.startsWith('#') ? t.slice(1).trim() : t))
+    .filter(Boolean);
+  return [...new Set(cleaned)].slice(0, 40);
+}

apps/api/src/contacts/birthday-month.ts

@@ -0,0 +1,70 @@
+import { jalaliMonthName, toJalali } from '../common/jalali';
+
+export const BIRTHDAY_SMS_DEFAULT = '{نام} عزیز، تولدتان مبارک.';
+
+export type BirthdayRow = {
+  id: string;
+  firstName: string;
+  lastName: string;
+  mobile: string | null;
+  birthDate: Date;
+};
+
+export type BirthdayPick = {
+  id: string;
+  firstName: string;
+  lastName: string;
+  mobile: string | null;
+  day: number;
+};
+
+export function fillBirthdaySmsText(template: string, firstName: string, lastName: string) {
+  const name = `${firstName} ${lastName}`.trim().replace(/\s+/g, ' ');
+  return template.replaceAll('{نام}', name).replaceAll('{name}', name).trim();
+}
+
+function tehranJalali(d: Date) {
+  const [gy, gm, gd] = new Intl.DateTimeFormat('en-CA', {
+    timeZone: 'Asia/Tehran',
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  })
+    .format(d)
+    .split('-')
+    .map(Number);
+  return toJalali(gy, gm, gd);
+}
+
+function birthJalali(d: Date) {
+  return toJalali(d.getUTCFullYear(), d.getUTCMonth() + 1, d.getUTCDate());
+}
+
+/** متولدین ماه جاری تهران. پیش‌نمایش فقط روزهای امروز و بعد است. */
+export function selectMonthBirthdays(people: BirthdayRow[], now = new Date(), previewLimit = 6) {
+  const today = tehranJalali(now);
+  const matched = people.flatMap((person) => {
+    const birth = birthJalali(person.birthDate);
+    if (birth.jm !== today.jm) return [];
+    return [
+      {
+        id: person.id,
+        firstName: person.firstName,
+        lastName: person.lastName,
+        mobile: person.mobile,
+        day: birth.jd,
+      },
+    ];
+  });
+  const byDay = (a: BirthdayPick, b: BirthdayPick) => a.day - b.day || a.firstName.localeCompare(b.firstName, 'fa');
+  const upcoming = matched.filter((row) => row.day >= today.jd).sort(byDay);
+  const passed = matched.filter((row) => row.day < today.jd).sort(byDay);
+  return {
+    month: today.jm,
+    monthName: jalaliMonthName(today.jm),
+    today: today.jd,
+    total: matched.length,
+    preview: upcoming.slice(0, previewLimit),
+    items: [...upcoming, ...passed],
+  };
+}

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

@@ -1,4 +1,5 @@
 import {
+  BadRequestException,
   Body,
   Controller,
   Delete,
@@ -14,6 +15,7 @@ import {
   UseInterceptors,
 } from '@nestjs/common';
 import { FileInterceptor } from '@nestjs/platform-express';
+import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
@@ -23,6 +25,11 @@ import { CreateCompanyDto, ListQueryDto, UpdateCompanyDto } from './dto';
 import { ContactsExcelService } from './contacts-excel.service';
 import { brand } from '@mento/shared';
 
+const excelUpload = FileInterceptor('file', {
+  storage: memoryStorage(),
+  limits: { fileSize: 15_000_000 },
+});
+
 @Controller('companies')
 @UseGuards(JwtAuthGuard)
 export class CompaniesController {
@@ -57,19 +64,32 @@ export class CompaniesController {
   }
 
   @Post('import/preview')
-  @UseInterceptors(FileInterceptor('file'))
-  previewImport(@UploadedFile() file: Express.Multer.File) {
+  @UseInterceptors(excelUpload)
+  previewImport(@UploadedFile() file?: Express.Multer.File) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
     return this.excelService.previewCompanies(file);
   }
 
   @Post('import')
-  @UseInterceptors(FileInterceptor('file'))
+  @UseInterceptors(excelUpload)
   import(
     @CurrentUser() user: Actor,
-    @UploadedFile() file: Express.Multer.File,
+    @UploadedFile() file?: Express.Multer.File,
     @Body('mapping') mapping?: string,
+    @Body('sessionId') sessionId?: string,
+    @Body('offset') offset?: string,
+    @Body('limit') limit?: string,
   ) {
-    return this.excelService.importCompanies(user, file, mapping);
+    if (!file?.buffer?.length && !sessionId) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.importCompanies(user, file, mapping, {
+      sessionId,
+      offset,
+      limit,
+    });
   }
 
   @Get(':id')

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

@@ -23,6 +23,16 @@ import {
   ownerWhere,
   resolveOwnerId,
 } from '../common/record-scope';
+import { normalizeTags } from '../common/tags';
+import { normalizePersonImportSource } from './person-source';
+import { buildSearchWhere, ci } from '../common/search';
+import { GamificationService } from '../gamification/gamification.service';
+
+function parseDateOrNull(raw?: string | null): Date | null {
+  if (!raw?.trim()) return null;
+  const d = new Date(raw);
+  return Number.isNaN(d.getTime()) ? null : d;
+}
 
 const companyInclude = {
   _count: { select: { people: true } },
@@ -32,12 +42,26 @@ const companyInclude = {
 type CompanyRow = {
   id: string;
   name: string;
+  code: string | null;
+  importSource: string;
+  sourceRef: string | null;
   nationalId: string | null;
+  economicCode: string | null;
+  registrationNumber: string | null;
   phone: string | null;
+  otherPhones: string | null;
+  fax: string | null;
   email: string | null;
+  otherEmails: string | null;
   website: string | null;
+  province: string | null;
+  city: string | null;
+  postalCode: string | null;
   address: string | null;
+  groupName: string | null;
   notes: string | null;
+  registeredAt: Date | null;
+  tags: string[];
   customFields: unknown;
   createdAt: Date;
   updatedAt: Date;
@@ -47,7 +71,10 @@ type CompanyRow = {
 
 @Injectable()
 export class CompaniesService {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly game: GamificationService,
+  ) {}
 
   async list(
     actor: Actor,
@@ -55,19 +82,22 @@ export class CompaniesService {
     page = 1,
     limit = 20,
   ): Promise<PaginatedResponse<CompanyDto>> {
+    const search = buildSearchWhere<Prisma.CompanyWhereInput>(q, (t) => [
+      { name: ci(t) },
+      { email: ci(t) },
+      { phone: { contains: t } },
+      { otherPhones: { contains: t } },
+      { nationalId: { contains: t } },
+      { economicCode: { contains: t } },
+      { code: ci(t) },
+      { sourceRef: ci(t) },
+      { city: ci(t) },
+      { province: ci(t) },
+    ]);
     const where: Prisma.CompanyWhereInput = {
       organizationId: actor.organizationId,
       ...ownerWhere(actor),
-      ...(q?.trim()
-        ? {
-            OR: [
-              { name: { contains: q.trim(), mode: 'insensitive' } },
-              { email: { contains: q.trim(), mode: 'insensitive' } },
-              { phone: { contains: q.trim() } },
-              { nationalId: { contains: q.trim() } },
-            ],
-          }
-        : {}),
+      ...(search ? { AND: [search] } : {}),
     };
 
     const [rows, total] = await this.prisma.$transaction([
@@ -102,12 +132,26 @@ export class CompaniesService {
     const data: Prisma.CompanyUncheckedCreateInput = {
       organizationId: actor.organizationId,
       name: dto.name.trim(),
+      code: emptyToNull(dto.code),
+      importSource: normalizePersonImportSource(dto.importSource),
+      sourceRef: emptyToNull(dto.sourceRef),
       nationalId: emptyToNull(dto.nationalId),
+      economicCode: emptyToNull(dto.economicCode),
+      registrationNumber: emptyToNull(dto.registrationNumber),
       phone: normalizePhone(dto.phone),
+      otherPhones: emptyToNull(dto.otherPhones),
+      fax: emptyToNull(dto.fax),
       email: normalizeEmail(dto.email),
+      otherEmails: emptyToNull(dto.otherEmails),
       website: emptyToNull(dto.website),
+      province: emptyToNull(dto.province),
+      city: emptyToNull(dto.city),
+      postalCode: emptyToNull(dto.postalCode),
       address: emptyToNull(dto.address),
+      groupName: emptyToNull(dto.groupName),
       notes: emptyToNull(dto.notes),
+      registeredAt: parseDateOrNull(dto.registeredAt),
+      tags: normalizeTags(dto.tags),
       ownerId: resolveOwnerId(actor, dto.ownerId),
       customFields: toJsonCustomFields(dto.customFields),
     };
@@ -117,6 +161,16 @@ export class CompaniesService {
       data,
       include: companyInclude,
     });
+    if (row.importSource === 'manual') {
+      this.game.emit({
+        organizationId: actor.organizationId,
+        userId: actor.userId,
+        event: 'COMPANY_CREATED',
+        entityType: 'company',
+        entityId: row.id,
+        entityTitle: row.name,
+      });
+    }
     return this.toDto(row);
   }
 
@@ -128,12 +182,30 @@ export class CompaniesService {
     await this.ensureExists(actor.organizationId, id, actor);
     const data: Prisma.CompanyUncheckedUpdateInput = {};
     if (dto.name !== undefined) data.name = dto.name.trim();
+    if ('code' in dto) data.code = emptyToNull(dto.code);
+    if (dto.importSource !== undefined) {
+      data.importSource = normalizePersonImportSource(dto.importSource);
+    }
+    if ('sourceRef' in dto) data.sourceRef = emptyToNull(dto.sourceRef);
     if ('nationalId' in dto) data.nationalId = emptyToNull(dto.nationalId);
+    if ('economicCode' in dto) data.economicCode = emptyToNull(dto.economicCode);
+    if ('registrationNumber' in dto) {
+      data.registrationNumber = emptyToNull(dto.registrationNumber);
+    }
     if ('phone' in dto) data.phone = normalizePhone(dto.phone);
+    if ('otherPhones' in dto) data.otherPhones = emptyToNull(dto.otherPhones);
+    if ('fax' in dto) data.fax = emptyToNull(dto.fax);
     if ('email' in dto) data.email = normalizeEmail(dto.email);
+    if ('otherEmails' in dto) data.otherEmails = emptyToNull(dto.otherEmails);
     if ('website' in dto) data.website = emptyToNull(dto.website);
+    if ('province' in dto) data.province = emptyToNull(dto.province);
+    if ('city' in dto) data.city = emptyToNull(dto.city);
+    if ('postalCode' in dto) data.postalCode = emptyToNull(dto.postalCode);
     if ('address' in dto) data.address = emptyToNull(dto.address);
+    if ('groupName' in dto) data.groupName = emptyToNull(dto.groupName);
     if ('notes' in dto) data.notes = emptyToNull(dto.notes);
+    if ('registeredAt' in dto) data.registeredAt = parseDateOrNull(dto.registeredAt);
+    if ('tags' in dto) data.tags = normalizeTags(dto.tags);
     if ('customFields' in dto) {
       data.customFields = toJsonCustomFields(dto.customFields);
     }
@@ -222,12 +294,26 @@ export class CompaniesService {
     return {
       id: row.id,
       name: row.name,
+      code: row.code,
+      importSource: row.importSource || 'manual',
+      sourceRef: row.sourceRef,
       nationalId: row.nationalId,
+      economicCode: row.economicCode,
+      registrationNumber: row.registrationNumber,
       phone: row.phone,
+      otherPhones: row.otherPhones,
+      fax: row.fax,
       email: row.email,
+      otherEmails: row.otherEmails,
       website: row.website,
+      province: row.province,
+      city: row.city,
+      postalCode: row.postalCode,
       address: row.address,
+      groupName: row.groupName,
       notes: row.notes,
+      registeredAt: row.registeredAt ? row.registeredAt.toISOString() : null,
+      tags: row.tags ?? [],
       customFields: asCustomFields(row.customFields),
       peopleCount: row._count.people,
       owner: row.owner,

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

@@ -3,17 +3,34 @@ import type { ImportContactsResult, PersonMood } from '@mento/shared';
 import { PERSON_MOOD_LABELS, PERSON_MOODS } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
-import { ownerWhere } from '../common/record-scope';
+import { ownerWhere, resolveOwnerId } from '../common/record-scope';
+import {
+  collectAddresses,
+} from '../common/custom-fields';
 import {
   formatJalaliDate,
+  parseBirthDate,
   parseExcelMapping,
+  parseJalaliDateTime,
   previewExcel,
   readMappedRows,
   writeXlsx,
   type ExcelPreviewResult,
 } from '../common/excel';
+import {
+  chunkImportMeta,
+  resolveExcelImportChunk,
+} from '../common/excel-import-session';
 import { CompaniesService } from './companies.service';
 import { PeopleService } from './people.service';
+import { normalizeEmail, normalizePhone } from './normalize';
+import { normalizePersonImportSource } from './person-source';
+
+type ImportChunkOpts = {
+  sessionId?: string;
+  offset?: string | number;
+  limit?: string | number;
+};
 
 function parseMood(raw?: string): PersonMood | undefined {
   const value = raw?.trim();
@@ -73,8 +90,17 @@ const PERSON_ALIASES: Record<string, string> = {
   گروهمشتری: 'group',
   آدرس: 'address',
   آدرس1: 'address',
+  آدرساصلی: 'address',
+  address: 'address',
+  address2: 'address2',
+  آدرس۲: 'address2',
+  آدرس2: 'address2',
+  آدرس_1: 'address2',
+  آدرسدوم: 'address2',
   آدرسمنزل: 'homeAddress',
   آدرمنزل: 'homeAddress',
+  آدرسخانه: 'homeAddress',
+  homeaddress: 'homeAddress',
   کدپستی: 'postalCode',
   کدپستی1: 'postalCode',
   استانفیلدپیشفرض: 'province',
@@ -88,17 +114,33 @@ const PERSON_ALIASES: Record<string, string> = {
   تاریختولدمشتری: 'birthDate',
   تاریختولد1: 'birthDate',
   تاریختولد: 'birthDate',
+  تاریختولدشمسی: 'birthDate',
+  تاریخمیلادت: 'birthDate',
+  birthdate: 'birthDate',
+  dateofbirth: 'birthDate',
+  bdate: 'birthDate',
   منبعاطلاعات: 'source',
   نوعمشتری: 'customerType',
   type: '_type',
   _type: '_type',
   آیدیاینستاگرام: 'instagram',
+  اینستاگرام: 'instagram',
+  پیجاینستاگرام: 'instagram',
+  instagram: 'instagram',
   معرف: 'referrer',
   سایتهایمشتری: 'website',
+  تاریخثبت: 'registeredAt',
+  registeredat: 'registeredAt',
   شمارهفکس: 'fax',
   تلفن2: 'phone2',
   تلفنهایدیگرمشتری: 'otherPhones',
   مسئولمشتری: 'ownerName',
+  مسئول: 'ownerName',
+  مسئولفروش: 'ownerName',
+  کارشناسفروش: 'ownerName',
+  کارشناس: 'ownerName',
+  owner: 'ownerName',
+  ownername: 'ownerName',
   تلفنثابتشرکت: 'companyPhone',
   کددیدارشرکت: 'companyDidarId',
   مجوزمشاهدهمشتری: 'visibility',
@@ -114,44 +156,135 @@ const PERSON_FIELDS = [
   { key: 'firstName', label: 'نام' },
   { key: 'lastName', label: 'نام خانوادگی' },
   { key: 'title', label: 'نام کامل / عنوان' },
+  { key: 'didarId', label: 'کد مبدأ (کد دیدار)' },
+  { key: 'customerCode', label: 'کد مشتری' },
   { key: 'mobile', label: 'موبایل' },
   { key: 'phone', label: 'تلفن' },
   { key: 'email', label: 'ایمیل' },
   { key: 'position', label: 'سمت' },
   { key: 'companyName', label: 'شرکت' },
+  { key: 'ownerName', label: 'کارشناس فروش' },
+  { key: 'address', label: 'آدرس' },
+  { key: 'address2', label: 'آدرس ۲' },
+  { key: 'homeAddress', label: 'آدرس منزل' },
+  { key: 'instagram', label: 'اینستاگرام' },
+  { key: 'registeredAt', label: 'تاریخ ثبت' },
+  { key: 'birthDate', label: 'تاریخ تولد' },
   { key: 'notes', label: 'یادداشت' },
   { key: 'mood', label: 'وضعیت مشتری' },
 ];
 
 const COMPANY_ALIASES: Record<string, string> = {
+  type: '_type',
+  _type: '_type',
   name: 'name',
   نام: 'name',
   نامشرکت: 'name',
+  کددیدارشرکت: 'didarId',
+  didarid: 'didarId',
+  کدشرکت: 'code',
+  code: 'code',
+  استانفیلدپیشفرض: 'province',
+  استان: 'province',
+  province: 'province',
+  شهرستان: 'city',
+  شهر: 'city',
+  city: 'city',
   nationalid: 'nationalId',
   شناسهملی: 'nationalId',
+  شمارهاقتصادی: 'economicCode',
+  کداقتصادی: 'economicCode',
+  شمارهثبت: 'registrationNumber',
   phone: 'phone',
   تلفن: 'phone',
+  تلفنشرکت: 'phone',
   تلفنثابتشرکت: 'phone',
+  تلفنهایدیگرشرکت: 'otherPhones',
+  شمارهفکس: 'fax',
+  فکس: 'fax',
+  fax: 'fax',
   email: 'email',
   ایمیل: 'email',
+  ایمیلشرکت: 'email',
+  ایمیلهایدیگرشرکت: 'otherEmails',
   website: 'website',
   وبسایت: 'website',
+  سایتهایشرکت: 'website',
+  کدپستی: 'postalCode',
+  postalcode: 'postalCode',
   address: 'address',
   آدرس: 'address',
   notes: 'notes',
   یادداشت: 'notes',
+  توضیحاتشرکت: 'notes',
+  مسئولشرکت: 'ownerName',
+  مسئول: 'ownerName',
+  owner: 'ownerName',
+  مجوزمشاهدهشرکت: 'visibility',
+  تاریخثبتشرکت: 'registeredAt',
+  تاریخثبت: 'registeredAt',
+  گروهبندیشرکت: 'groupName',
+  گروه: 'groupName',
 };
 
 const COMPANY_FIELDS = [
   { key: 'name', label: 'نام شرکت', required: true },
+  { key: 'didarId', label: 'کد دیدار شرکت' },
+  { key: 'code', label: 'کد شرکت' },
+  { key: 'province', label: 'استان' },
+  { key: 'city', label: 'شهرستان' },
+  { key: 'phone', label: 'تلفن شرکت' },
+  { key: 'email', label: 'ایمیل شرکت' },
+  { key: 'economicCode', label: 'شماره اقتصادی' },
+  { key: 'registrationNumber', label: 'شماره ثبت' },
   { key: 'nationalId', label: 'شناسه ملی' },
-  { key: 'phone', label: 'تلفن' },
-  { key: 'email', label: 'ایمیل' },
-  { key: 'website', label: 'وب‌سایت' },
+  { key: 'fax', label: 'شماره فکس' },
+  { key: 'postalCode', label: 'کد پستی' },
+  { key: 'notes', label: 'توضیحات شرکت' },
+  { key: 'ownerName', label: 'مسئول شرکت' },
+  { key: 'visibility', label: 'مجوز مشاهده شرکت' },
+  { key: 'registeredAt', label: 'تاریخ ثبت شرکت' },
+  { key: 'groupName', label: 'گروه بندی شرکت' },
+  { key: 'otherPhones', label: 'تلفن های دیگر شرکت' },
   { key: 'address', label: 'آدرس' },
-  { key: 'notes', label: 'یادداشت' },
+  { key: 'website', label: 'سایت های شرکت' },
+  { key: 'otherEmails', label: 'ایمیل های دیگر شرکت' },
 ];
 
+const COMPANY_COLUMNS = [
+  { header: '_type', key: '_type', width: 12 },
+  { header: 'کد دیدار شرکت', key: 'didarId', width: 14 },
+  { header: 'کد شرکت', key: 'code', width: 12 },
+  { header: 'نام شرکت', key: 'name', width: 28 },
+  { header: 'استان (فیلد پیش فرض)', key: 'province', width: 16 },
+  { header: 'شهرستان', key: 'city', width: 14 },
+  { header: 'تلفن شرکت', key: 'phone', width: 16 },
+  { header: 'ایمیل شرکت', key: 'email', width: 24 },
+  { header: 'شماره اقتصادی', key: 'economicCode', width: 16 },
+  { header: 'شماره ثبت', key: 'registrationNumber', width: 14 },
+  { header: 'شناسه ملی', key: 'nationalId', width: 16 },
+  { header: 'شماره فکس', key: 'fax', width: 14 },
+  { header: 'کد پستی', key: 'postalCode', width: 12 },
+  { header: 'توضیحات شرکت', key: 'notes', width: 32 },
+  { header: 'مسئول شرکت', key: 'ownerName', width: 16 },
+  { header: 'مجوز مشاهده شرکت', key: 'visibility', width: 18 },
+  { header: 'تاریخ ثبت شرکت', key: 'registeredAt', width: 16 },
+  { header: 'گروه بندی شرکت', key: 'groupName', width: 16 },
+  { header: 'تلفن های دیگر شرکت', key: 'otherPhones', width: 18 },
+  { header: 'آدرس', key: 'address', width: 28 },
+  { header: 'سایت های شرکت', key: 'website', width: 20 },
+  { header: 'ایمیل های دیگر شرکت', key: 'otherEmails', width: 20 },
+];
+
+function parseLooseDate(raw?: string): Date | null {
+  const jalali = parseJalaliDateTime(raw);
+  if (jalali) return jalali;
+  const v = raw?.trim();
+  if (!v) return null;
+  const d = new Date(v);
+  return Number.isNaN(d.getTime()) ? null : d;
+}
+
 const CONTACT_COLUMNS = [
   { header: '_type', key: '_type', width: 12 },
   { header: 'کد دیدار مشتری', key: 'didarId', width: 16 },
@@ -209,6 +342,7 @@ const CUSTOM_KEYS = [
   'province',
   'city',
   'address',
+  'address2',
   'nationalId',
   'birthDate',
   'group',
@@ -267,23 +401,23 @@ export class ContactsExcelService {
           visibility: 'همه افراد شرکت',
           nationalId: extra.nationalId ?? '',
           registeredAt: formatJalaliDate(p.createdAt),
-          birthDate: extra.birthDate ?? '',
+          birthDate: p.birthDate ? formatJalaliDate(p.birthDate) : (extra.birthDate ?? ''),
           mood: extra.group || PERSON_MOOD_LABELS[p.mood || 'newcomer'],
           otherPhones: extra.otherPhones ?? '',
-          address: extra.address ?? '',
-          website: extra.website ?? '',
+          address: p.addresses[0] ?? extra.address ?? '',
+          website: p.website ?? extra.website ?? '',
           otherEmails: extra.otherEmails ?? '',
           position2: p.position ?? extra.position ?? '',
           city2: extra.city ?? '',
           code2: extra.customerCode ?? '',
           group2: extra.group ?? '',
-          address2: extra.address ?? '',
+          address2: p.addresses[1] ?? extra.address ?? '',
           phone2: extra.phone2 ?? p.phone ?? '',
           postalCode2: extra.postalCode ?? '',
-          referrer: extra.referrer ?? '',
-          homeAddress: extra.homeAddress ?? '',
-          birthDate2: extra.birthDate ?? '',
-          instagram: extra.instagram ?? '',
+          referrer: extra.referrer ?? p.referrer ?? '',
+          homeAddress: p.addresses[2] ?? extra.homeAddress ?? '',
+          birthDate2: p.birthDate ? formatJalaliDate(p.birthDate) : (extra.birthDate ?? ''),
+          instagram: p.instagram ?? extra.instagram ?? '',
           group: extra.group ?? '',
           colleagueContact: extra.colleagueContact ?? '',
           previousCompany: extra.previousCompany ?? '',
@@ -298,25 +432,37 @@ export class ContactsExcelService {
   async exportCompanies(actor: Actor, q?: string): Promise<Buffer> {
     const { items } = await this.companies.list(actor, q, 1, 5000);
     return writeXlsx(
-      'شرکت‌ها',
-      [
-        { header: 'نام شرکت', key: 'name', width: 28 },
-        { header: 'شناسه ملی', key: 'nationalId', width: 16 },
-        { header: 'تلفن', key: 'phone', width: 16 },
-        { header: 'ایمیل', key: 'email', width: 28 },
-        { header: 'وب‌سایت', key: 'website', width: 24 },
-        { header: 'آدرس', key: 'address', width: 32 },
-        { header: 'یادداشت', key: 'notes', width: 32 },
-      ],
-      items.map((c) => ({
-        name: c.name,
-        nationalId: c.nationalId ?? '',
-        phone: c.phone ?? '',
-        email: c.email ?? '',
-        website: c.website ?? '',
-        address: c.address ?? '',
-        notes: c.notes ?? '',
-      })),
+      'Company',
+      COMPANY_COLUMNS,
+      items.map((c) => {
+        const extra = (c.customFields ?? {}) as Record<string, string>;
+        return {
+          _type: 'Company',
+          didarId: c.importSource === 'didar' && c.sourceRef ? c.sourceRef : '',
+          code: c.code ?? '',
+          name: c.name,
+          province: c.province ?? '',
+          city: c.city ?? '',
+          phone: c.phone ?? '',
+          email: c.email ?? '',
+          economicCode: c.economicCode ?? '',
+          registrationNumber: c.registrationNumber ?? '',
+          nationalId: c.nationalId ?? '',
+          fax: c.fax ?? '',
+          postalCode: c.postalCode ?? '',
+          notes: c.notes ?? '',
+          ownerName: c.owner?.fullName ?? '',
+          visibility: extra.visibility || 'همه افراد شرکت',
+          registeredAt: formatJalaliDate(
+            c.registeredAt ? new Date(c.registeredAt) : new Date(c.createdAt),
+          ),
+          groupName: c.groupName ?? '',
+          otherPhones: c.otherPhones ?? '',
+          address: c.address ?? '',
+          website: c.website ?? '',
+          otherEmails: c.otherEmails ?? '',
+        };
+      }),
     );
   }
 
@@ -330,15 +476,25 @@ export class ContactsExcelService {
 
   async importPeople(
     actor: Actor,
-    file: Express.Multer.File,
+    file: Express.Multer.File | undefined,
     mappingRaw?: string,
+    chunk?: ImportChunkOpts,
   ): Promise<ImportContactsResult> {
-    const rows = await readMappedRows(file, PERSON_ALIASES, parseExcelMapping(mappingRaw));
+    const ctx = await resolveExcelImportChunk({
+      organizationId: actor.organizationId,
+      file,
+      sessionId: chunk?.sessionId,
+      offset: chunk?.offset,
+      limit: chunk?.limit,
+      loadRows: () =>
+        readMappedRows(file!, PERSON_ALIASES, parseExcelMapping(mappingRaw)),
+    });
     const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    const ownerCache = new Map<string, string | null>();
 
-    for (let i = 0; i < rows.length; i++) {
-      const row = rows[i]!;
-      const rowNum = i + 2;
+    for (let i = 0; i < ctx.slice.length; i++) {
+      const row = ctx.slice[i]!;
+      const rowNum = ctx.offset + i + 2;
       if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'contact') {
         continue;
       }
@@ -360,16 +516,67 @@ export class ContactsExcelService {
       let companyId: string | null = null;
       const companyName = row.companyName?.trim();
       if (companyName) {
-        companyId = await this.findOrCreateCompanyId(actor, companyName);
+        companyId = await this.findOrCreateCompanyId(
+          actor,
+          companyName,
+          row.companyDidarId,
+          row.companyPhone,
+        );
+      }
+
+      const ownerName = row.ownerName?.trim() ?? '';
+      let ownerId: string | undefined;
+      let ownerMissing = false;
+      if (ownerName) {
+        const key = ownerName.toLowerCase();
+        if (!ownerCache.has(key)) {
+          ownerCache.set(key, await this.findUserId(actor.organizationId, ownerName));
+        }
+        const matched = ownerCache.get(key);
+        if (matched) ownerId = matched;
+        else ownerMissing = true;
       }
 
       const customFields: Record<string, string> = {};
       for (const key of CUSTOM_KEYS) {
+        if (
+          key === 'address' ||
+          key === 'address2' ||
+          key === 'homeAddress' ||
+          key === 'instagram' ||
+          key === 'website'
+        ) {
+          continue;
+        }
         const value = row[key]?.trim();
         if (value) customFields[key] = value;
       }
 
+      const addresses = collectAddresses(
+        row.address,
+        row.address2,
+        row.homeAddress,
+      );
+      const registeredAt =
+        parseJalaliDateTime(row.registeredAt) ??
+        (() => {
+          const raw = row.registeredAt?.trim();
+          if (!raw) return null;
+          const d = new Date(raw);
+          return Number.isNaN(d.getTime()) ? null : d;
+        })();
+
       try {
+        const didarId = customFields.didarId?.trim() || '';
+        const customerCode = customFields.customerCode?.trim() || '';
+        const sourceCol = customFields.source?.trim() || '';
+        const importSource = didarId
+          ? 'didar'
+          : sourceCol
+            ? normalizePersonImportSource(sourceCol)
+            : 'excel';
+        const sourceRef = didarId || customerCode || null;
+
         await this.people.create(actor, {
           firstName: names.firstName,
           lastName: names.lastName,
@@ -377,14 +584,36 @@ export class ContactsExcelService {
           phone: row.phone || row.phone2 || undefined,
           mobile: row.mobile || undefined,
           position: row.position || undefined,
+          website: row.website || undefined,
+          instagram: row.instagram || undefined,
+          birthDate: parseBirthDate(row.birthDate)?.toISOString() ?? null,
+          addresses,
           notes: row.notes || undefined,
           mood: parseMood(row.mood) ?? parseMood(row.group),
           companyId,
+          ownerId: resolveOwnerId(actor, ownerId ?? null),
           customFields,
+          importSource,
+          sourceRef,
+          registeredAt: registeredAt?.toISOString() ?? null,
         });
         result.created += 1;
+        if (ownerMissing) {
+          result.errors.push({
+            row: rowNum,
+            message: `کارشناس فروش «${ownerName}» در تیم پیدا نشد؛ به کاربر ایمپورتر اختصاص داده شد`,
+          });
+        }
       } catch (e) {
         if (e instanceof ConflictException) {
+          const birthDate = parseBirthDate(row.birthDate);
+          if (birthDate) {
+            await this.people.fillBirthDateIfEmpty(actor.organizationId, {
+              mobile: normalizePhone(row.mobile),
+              email: normalizeEmail(row.email),
+              birthDate,
+            });
+          }
           result.skipped += 1;
         } else {
           result.errors.push({
@@ -395,36 +624,110 @@ export class ContactsExcelService {
       }
     }
 
-    return result;
+    return { ...result, ...chunkImportMeta(ctx) };
   }
 
   async importCompanies(
     actor: Actor,
-    file: Express.Multer.File,
+    file: Express.Multer.File | undefined,
     mappingRaw?: string,
+    chunk?: ImportChunkOpts,
   ): Promise<ImportContactsResult> {
-    const rows = await readMappedRows(file, COMPANY_ALIASES, parseExcelMapping(mappingRaw));
+    const ctx = await resolveExcelImportChunk({
+      organizationId: actor.organizationId,
+      file,
+      sessionId: chunk?.sessionId,
+      offset: chunk?.offset,
+      limit: chunk?.limit,
+      loadRows: () =>
+        readMappedRows(file!, COMPANY_ALIASES, parseExcelMapping(mappingRaw)),
+    });
     const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    const ownerCache = new Map<string, string | null>();
 
-    for (let i = 0; i < rows.length; i++) {
-      const row = rows[i]!;
-      const rowNum = i + 2;
+    for (let i = 0; i < ctx.slice.length; i++) {
+      const row = ctx.slice[i]!;
+      const rowNum = ctx.offset + i + 2;
+      if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'company') {
+        continue;
+      }
       const name = row.name?.trim() ?? '';
       if (!name) {
         result.errors.push({ row: rowNum, message: 'نام شرکت الزامی است' });
         continue;
       }
+
+      const ownerName = row.ownerName?.trim() ?? '';
+      let ownerId: string | undefined;
+      let ownerMissing = false;
+      if (ownerName) {
+        const key = ownerName.toLowerCase();
+        if (!ownerCache.has(key)) {
+          ownerCache.set(key, await this.findUserId(actor.organizationId, ownerName));
+        }
+        const matched = ownerCache.get(key);
+        if (matched) ownerId = matched;
+        else ownerMissing = true;
+      }
+
+      const didarId = row.didarId?.trim() || '';
+      const customFields: Record<string, string> = {};
+      const visibility = row.visibility?.trim();
+      if (visibility) customFields.visibility = visibility;
+      const registeredAt = parseLooseDate(row.registeredAt);
+
+      const payload = {
+        name,
+        code: row.code?.trim() || null,
+        importSource: didarId ? 'didar' : 'excel',
+        sourceRef: didarId || null,
+        nationalId: row.nationalId || undefined,
+        economicCode: row.economicCode?.trim() || null,
+        registrationNumber: row.registrationNumber?.trim() || null,
+        phone: row.phone || undefined,
+        otherPhones: row.otherPhones?.trim() || null,
+        fax: row.fax?.trim() || null,
+        email: row.email || undefined,
+        otherEmails: row.otherEmails?.trim() || null,
+        website: row.website || undefined,
+        province: row.province?.trim() || null,
+        city: row.city?.trim() || null,
+        postalCode: row.postalCode?.trim() || null,
+        address: row.address || undefined,
+        groupName: row.groupName?.trim() || null,
+        notes: row.notes || undefined,
+        registeredAt: registeredAt?.toISOString() ?? null,
+        customFields,
+      };
+
       try {
-        await this.companies.create(actor, {
-          name,
-          nationalId: row.nationalId || undefined,
-          phone: row.phone || undefined,
-          email: row.email || undefined,
-          website: row.website || undefined,
-          address: row.address || undefined,
-          notes: row.notes || undefined,
-        });
-        result.created += 1;
+        const existing = await this.findImportedCompany(actor, didarId, name);
+        if (existing) {
+          const merged: Record<string, unknown> = {};
+          for (const [k, v] of Object.entries(payload)) {
+            if (k === 'customFields') continue;
+            if (v != null && v !== '') merged[k] = v;
+          }
+          merged.customFields = {
+            ...((existing.customFields ?? {}) as Record<string, unknown>),
+            ...customFields,
+          };
+          if (ownerId) merged.ownerId = ownerId;
+          await this.companies.update(actor, existing.id, merged);
+          result.skipped += 1;
+        } else {
+          await this.companies.create(actor, {
+            ...payload,
+            ownerId: resolveOwnerId(actor, ownerId ?? null),
+          });
+          result.created += 1;
+        }
+        if (ownerMissing) {
+          result.errors.push({
+            row: rowNum,
+            message: `مسئول شرکت «${ownerName}» در تیم پیدا نشد؛ به کاربر ایمپورتر اختصاص داده شد`,
+          });
+        }
       } catch (e) {
         if (e instanceof ConflictException) {
           result.skipped += 1;
@@ -437,20 +740,103 @@ export class ContactsExcelService {
       }
     }
 
-    return result;
+    return { ...result, ...chunkImportMeta(ctx) };
   }
 
-  private async findOrCreateCompanyId(actor: Actor, name: string): Promise<string> {
+  /** شرکت موجود برای ورود مجدد: اول با کد دیدار، بعد با نام (اگر کد مبدأ نداشته باشد). */
+  private async findImportedCompany(actor: Actor, didarId: string, name: string) {
+    if (didarId) {
+      const byRef = await this.prisma.company.findFirst({
+        where: {
+          organizationId: actor.organizationId,
+          sourceRef: didarId,
+          ...ownerWhere(actor),
+        },
+        select: { id: true, customFields: true },
+      });
+      if (byRef) return byRef;
+    }
+    return this.prisma.company.findFirst({
+      where: {
+        organizationId: actor.organizationId,
+        name: { equals: name, mode: 'insensitive' },
+        ...(didarId ? { sourceRef: null } : {}),
+        ...ownerWhere(actor),
+      },
+      select: { id: true, customFields: true },
+    });
+  }
+
+  private async findOrCreateCompanyId(
+    actor: Actor,
+    name: string,
+    didarId?: string,
+    phone?: string,
+  ): Promise<string> {
+    const ref = didarId?.trim() || '';
+    if (ref) {
+      const byRef = await this.prisma.company.findFirst({
+        where: {
+          organizationId: actor.organizationId,
+          sourceRef: ref,
+          ...ownerWhere(actor),
+        },
+        select: { id: true },
+      });
+      if (byRef) return byRef.id;
+    }
     const existing = await this.prisma.company.findFirst({
       where: {
         organizationId: actor.organizationId,
         name: { equals: name, mode: 'insensitive' },
         ...ownerWhere(actor),
       },
+      select: { id: true, sourceRef: true },
+    });
+    if (existing) {
+      if (ref && !existing.sourceRef) {
+        await this.prisma.company.update({
+          where: { id: existing.id },
+          data: { sourceRef: ref, importSource: 'didar' },
+        });
+      }
+      return existing.id;
+    }
+    try {
+      const created = await this.companies.create(actor, {
+        name,
+        ...(ref ? { sourceRef: ref, importSource: 'didar' } : {}),
+        ...(phone?.trim() ? { phone: phone.trim() } : {}),
+      });
+      return created.id;
+    } catch (e) {
+      if (!(e instanceof ConflictException) || !phone) throw e;
+      const created = await this.companies.create(actor, {
+        name,
+        ...(ref ? { sourceRef: ref, importSource: 'didar' } : {}),
+      });
+      return created.id;
+    }
+  }
+
+  private async findUserId(organizationId: string, name?: string) {
+    const n = name?.trim();
+    if (!n) return null;
+    const exact = await this.prisma.user.findFirst({
+      where: {
+        fullName: { equals: n, mode: 'insensitive' },
+        memberships: { some: { organizationId } },
+      },
       select: { id: true },
     });
-    if (existing) return existing.id;
-    const created = await this.companies.create(actor, { name });
-    return created.id;
+    if (exact) return exact.id;
+    const partial = await this.prisma.user.findFirst({
+      where: {
+        fullName: { contains: n, mode: 'insensitive' },
+        memberships: { some: { organizationId } },
+      },
+      select: { id: true },
+    });
+    return partial?.id ?? null;
   }
 }

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

@@ -2,16 +2,23 @@ import { Module } from '@nestjs/common';
 import { LoyaltyModule } from '../loyalty/loyalty.module';
 import { AutomationsModule } from '../automations/automations.module';
 import { MessageAutomationsModule } from '../message-automations/message-automations.module';
+import { PublicApiModule } from '../public-api/public-api.module';
 import { CompaniesController } from './companies.controller';
 import { CompaniesService } from './companies.service';
 import { PeopleController } from './people.controller';
 import { PeopleService } from './people.service';
 import { ContactsExcelService } from './contacts-excel.service';
+import { SmsService } from '../common/sms.service';
 
 @Module({
-  imports: [LoyaltyModule, AutomationsModule, MessageAutomationsModule],
+  imports: [
+    LoyaltyModule,
+    AutomationsModule,
+    MessageAutomationsModule,
+    PublicApiModule,
+  ],
   controllers: [PeopleController, CompaniesController],
-  providers: [PeopleService, CompaniesService, ContactsExcelService],
+  providers: [PeopleService, CompaniesService, ContactsExcelService, SmsService],
   exports: [PeopleService, CompaniesService],
 })
 export class ContactsModule {}

apps/api/src/contacts/dto.ts

@@ -1,5 +1,8 @@
 import { Type } from 'class-transformer';
 import {
+  ArrayMaxSize,
+  ArrayMinSize,
+  IsArray,
   IsEmail,
   IsIn,
   IsInt,
@@ -12,7 +15,22 @@ import {
   MinLength,
   ValidateIf,
 } from 'class-validator';
-import { PERSON_MOODS } from '@mento/shared';
+import { PERSON_IMPORT_SOURCES, PERSON_MOODS } from '@mento/shared';
+
+export class BirthdaySmsDto {
+  @IsString()
+  @MinLength(1)
+  @MaxLength(500)
+  text!: string;
+}
+
+export class BulkDeletePeopleDto {
+  @IsArray()
+  @ArrayMinSize(1)
+  @ArrayMaxSize(500)
+  @IsString({ each: true })
+  ids!: string[];
+}
 
 export class ListQueryDto {
   @IsOptional()
@@ -39,9 +57,99 @@ export class ListQueryDto {
   @IsOptional()
   @IsIn(['name', 'newest'])
   sort?: 'name' | 'newest';
+
+  /** فیلتر منبع ورود شخص */
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  importSource?: string;
+
+  /** استان شرکت مرتبط */
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  province?: string;
+
+  /** شهر/شهرستان شرکت مرتبط */
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  city?: string;
+
+  /** فقط کسانی که موبایل دارند */
+  @IsOptional()
+  @IsIn(['1', 'true', '0', 'false'])
+  hasMobile?: string;
 }
 
-export class CreateCompanyDto {
+class CompanyExtraFieldsDto {
+  @IsOptional()
+  @IsString()
+  @MaxLength(60)
+  code?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  importSource?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  sourceRef?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  economicCode?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  registrationNumber?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(400)
+  otherPhones?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  fax?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(400)
+  otherEmails?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  province?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(80)
+  city?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(20)
+  postalCode?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(120)
+  groupName?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  registeredAt?: string | null;
+}
+
+export class CreateCompanyDto extends CompanyExtraFieldsDto {
   @IsString()
   @MinLength(2)
   @MaxLength(160)
@@ -77,6 +185,11 @@ export class CreateCompanyDto {
   @MaxLength(2000)
   notes?: string;
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  tags?: string[];
+
   @IsOptional()
   @IsObject()
   customFields?: Record<string, unknown>;
@@ -87,7 +200,7 @@ export class CreateCompanyDto {
   ownerId?: string | null;
 }
 
-export class UpdateCompanyDto {
+export class UpdateCompanyDto extends CompanyExtraFieldsDto {
   @IsOptional()
   @IsString()
   @MinLength(2)
@@ -124,6 +237,11 @@ export class UpdateCompanyDto {
   @MaxLength(2000)
   notes?: string;
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  tags?: string[];
+
   @IsOptional()
   @IsObject()
   customFields?: Record<string, unknown>;
@@ -145,6 +263,30 @@ export class CreatePersonDto {
   @MaxLength(80)
   lastName?: string;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousFirstName?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousLastName?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  @IsIn([...PERSON_IMPORT_SOURCES])
+  importSource?: (typeof PERSON_IMPORT_SOURCES)[number];
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(120)
+  sourceRef?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsEmail()
@@ -165,6 +307,31 @@ export class CreatePersonDto {
   @MaxLength(120)
   position?: string;
 
+  @IsOptional()
+  @IsString()
+  @MaxLength(300)
+  website?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(200)
+  instagram?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  birthDate?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(120)
+  referrer?: string;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  addresses?: string[];
+
   @IsOptional()
   @IsString()
   @MaxLength(2000)
@@ -174,6 +341,11 @@ export class CreatePersonDto {
   @IsIn([...PERSON_MOODS])
   mood?: (typeof PERSON_MOODS)[number];
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  tags?: string[];
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -187,6 +359,11 @@ export class CreatePersonDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   ownerId?: string | null;
+
+  /** فقط برای ایمپورت اکسل — تاریخ ثبت مبدأ */
+  @IsOptional()
+  @IsString()
+  registeredAt?: string | null;
 }
 
 export class UpdatePersonDto {
@@ -200,6 +377,29 @@ export class UpdatePersonDto {
   @MaxLength(80)
   lastName?: string;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousFirstName?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousLastName?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  importSource?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(120)
+  sourceRef?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsEmail()
@@ -220,6 +420,31 @@ export class UpdatePersonDto {
   @MaxLength(120)
   position?: string;
 
+  @IsOptional()
+  @IsString()
+  @MaxLength(300)
+  website?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(200)
+  instagram?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  birthDate?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(120)
+  referrer?: string;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  addresses?: string[];
+
   @IsOptional()
   @IsString()
   @MaxLength(2000)
@@ -229,6 +454,11 @@ export class UpdatePersonDto {
   @IsIn([...PERSON_MOODS])
   mood?: (typeof PERSON_MOODS)[number];
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  tags?: string[];
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()

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

@@ -1,4 +1,5 @@
 import {
+  BadRequestException,
   Body,
   Controller,
   Delete,
@@ -14,17 +15,23 @@ import {
   UseInterceptors,
 } from '@nestjs/common';
 import { FileInterceptor } from '@nestjs/platform-express';
+import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { OrgModuleGuard } from '../billing/org-module.guard';
 import { RequireOrgModule } from '../billing/org-module.decorator';
-import { CreatePersonDto, ListQueryDto, UpdatePersonDto } from './dto';
+import { BirthdaySmsDto, BulkDeletePeopleDto, CreatePersonDto, ListQueryDto, UpdatePersonDto } from './dto';
 import { PeopleService } from './people.service';
 import { ContactsExcelService } from './contacts-excel.service';
 import { brand } from '@mento/shared';
 
+const excelUpload = FileInterceptor('file', {
+  storage: memoryStorage(),
+  limits: { fileSize: 15_000_000 },
+});
+
 @Controller('people')
 @UseGuards(JwtAuthGuard, OrgModuleGuard)
 @RequireOrgModule('customers')
@@ -36,15 +43,46 @@ export class PeopleController {
 
   @Get()
   list(@CurrentUser() user: Actor, @Query() query: ListQueryDto) {
+    const hasMobile =
+      query.hasMobile === '1' || query.hasMobile === 'true'
+        ? true
+        : undefined;
     return this.peopleService.list(
       user,
       query.q,
       query.page ?? 1,
       query.limit ?? 20,
-      { mood: query.mood, sort: query.sort },
+      {
+        mood: query.mood,
+        sort: query.sort,
+        importSource: query.importSource,
+        province: query.province,
+        city: query.city,
+        hasMobile,
+      },
     );
   }
 
+  @Get('ids')
+  listIds(@CurrentUser() user: Actor, @Query() query: ListQueryDto) {
+    const hasMobile =
+      query.hasMobile === '1' || query.hasMobile === 'true'
+        ? true
+        : undefined;
+    return this.peopleService.listIds(user, query.q, {
+      mood: query.mood,
+      importSource: query.importSource,
+      province: query.province,
+      city: query.city,
+      hasMobile,
+    });
+  }
+
+  @Get('source-stats')
+  sourceStats(@CurrentUser() user: Actor) {
+    return this.peopleService.sourceStats(user);
+  }
+
   @Get('export')
   async export(
     @CurrentUser() user: Actor,
@@ -61,21 +99,55 @@ export class PeopleController {
   }
 
   @Post('import/preview')
-  @UseInterceptors(FileInterceptor('file'))
-  previewImport(
-    @UploadedFile() file: Express.Multer.File,
-  ) {
+  @UseInterceptors(excelUpload)
+  previewImport(@UploadedFile() file?: Express.Multer.File) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
     return this.excelService.previewPeople(file);
   }
 
   @Post('import')
-  @UseInterceptors(FileInterceptor('file'))
+  @UseInterceptors(excelUpload)
   import(
     @CurrentUser() user: Actor,
-    @UploadedFile() file: Express.Multer.File,
+    @UploadedFile() file?: Express.Multer.File,
     @Body('mapping') mapping?: string,
+    @Body('sessionId') sessionId?: string,
+    @Body('offset') offset?: string,
+    @Body('limit') limit?: string,
   ) {
-    return this.excelService.importPeople(user, file, mapping);
+    if (!file?.buffer?.length && !sessionId) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.importPeople(user, file, mapping, {
+      sessionId,
+      offset,
+      limit,
+    });
+  }
+
+  @Get('birthdays')
+  birthdays(@CurrentUser() user: Actor) {
+    return this.peopleService.birthdaysThisMonth(user);
+  }
+
+  @Post(':id/sms')
+  sms(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: BirthdaySmsDto,
+  ) {
+    return this.peopleService.sendSms(user, id, dto.text);
+  }
+
+  @Post(':id/birthday-sms')
+  birthdaySms(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: BirthdaySmsDto,
+  ) {
+    return this.peopleService.sendBirthdaySms(user, id, dto.text);
   }
 
   @Get(':id')
@@ -83,6 +155,11 @@ export class PeopleController {
     return this.peopleService.get(user, id);
   }
 
+  @Post('bulk-delete')
+  bulkDelete(@CurrentUser() user: Actor, @Body() dto: BulkDeletePeopleDto) {
+    return this.peopleService.removeMany(user, dto.ids);
+  }
+
   @Post()
   create(@CurrentUser() user: Actor, @Body() dto: CreatePersonDto) {
     return this.peopleService.create(user, {

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

@@ -1,21 +1,31 @@
 import {
+  BadRequestException,
   ConflictException,
+  ForbiddenException,
   Injectable,
+  Logger,
   NotFoundException,
+  ServiceUnavailableException,
+  type OnModuleInit,
 } from '@nestjs/common';
 import type {
   CreatePersonRequest,
+  FilteredIdsResponse,
   PaginatedResponse,
   PersonDto,
+  PersonImportSourceStatDto,
   PersonMood,
   UpdatePersonRequest,
 } from '@mento/shared';
+import { FILTERED_IDS_MAX } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { CompaniesService } from './companies.service';
 import { emptyToNull, normalizeEmail, normalizePhone } from './normalize';
 import {
+  asAddresses,
   asCustomFields,
+  toJsonAddresses,
   toJsonCustomFields,
 } from '../common/custom-fields';
 import {
@@ -27,9 +37,21 @@ import {
 import { LoyaltyService } from '../loyalty/loyalty.service';
 import { AutomationsService } from '../automations/automations.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
+import { WebhooksService } from '../public-api/webhooks.service';
+import { GamificationService } from '../gamification/gamification.service';
+import { parseBirthDate } from '../common/excel';
+import { SmsService } from '../common/sms.service';
+import { selectMonthBirthdays } from './birthday-month';
+import { renderSmsText } from '../common/sms-text';
+import { normalizeTags } from '../common/tags';
+import { buildSearchWhere, ci } from '../common/search';
+import {
+  normalizePersonImportSource,
+  personImportSourceLabel,
+} from './person-source';
 
 const personInclude = {
-  company: { select: { id: true, name: true } },
+  company: { select: { id: true, name: true, province: true, city: true } },
   owner: { select: { id: true, fullName: true } },
   loyaltyTier: {
     select: { id: true, name: true, minPoints: true, color: true },
@@ -40,17 +62,34 @@ type PersonRow = {
   id: string;
   firstName: string;
   lastName: string;
+  previousFirstName: string | null;
+  previousLastName: string | null;
+  importSource: string;
+  sourceRef: string | null;
+  previousImportSource: string | null;
+  previousSourceRef: string | null;
   email: string | null;
   phone: string | null;
   mobile: string | null;
   position: string | null;
+  website: string | null;
+  instagram: string | null;
+  birthDate: Date | null;
+  referrer: string | null;
+  addresses: unknown;
   notes: string | null;
   mood: PersonMood;
+  tags: string[];
   customFields: unknown;
   loyaltyPoints: number;
   createdAt: Date;
   updatedAt: Date;
-  company: { id: string; name: string } | null;
+  company: {
+    id: string;
+    name: string;
+    province: string | null;
+    city: string | null;
+  } | null;
   owner: { id: string; fullName: string } | null;
   loyaltyTier: {
     id: string;
@@ -61,39 +100,94 @@ type PersonRow = {
 };
 
 @Injectable()
-export class PeopleService {
+export class PeopleService implements OnModuleInit {
+  private readonly logger = new Logger(PeopleService.name);
   constructor(
     private readonly prisma: PrismaService,
     private readonly companies: CompaniesService,
     private readonly loyalty: LoyaltyService,
     private readonly automations: AutomationsService,
     private readonly messageAutomations: MessageAutomationsService,
+    private readonly webhooks: WebhooksService,
+    private readonly game: GamificationService,
+    private readonly sms: SmsService,
   ) {}
 
+  private personListWhere(
+    actor: Actor,
+    q?: string,
+    opts?: {
+      mood?: PersonMood;
+      importSource?: string;
+      province?: string;
+      city?: string;
+      hasMobile?: boolean;
+    },
+  ): Prisma.PersonWhereInput {
+    const sourceFilter = opts?.importSource?.trim()
+      ? normalizePersonImportSource(opts.importSource)
+      : undefined;
+    const search = buildSearchWhere<Prisma.PersonWhereInput>(q, (t) => [
+      { firstName: ci(t) },
+      { lastName: ci(t) },
+      { previousFirstName: ci(t) },
+      { previousLastName: ci(t) },
+      { email: ci(t) },
+      { mobile: { contains: t } },
+      { phone: { contains: t } },
+      { sourceRef: ci(t) },
+      { previousSourceRef: ci(t) },
+      { company: { name: ci(t) } },
+      { company: { province: ci(t) } },
+      { company: { city: ci(t) } },
+    ]);
+    const province = opts?.province?.trim();
+    const city = opts?.city?.trim();
+    const and: Prisma.PersonWhereInput[] = [];
+    if (search) and.push(search);
+    if (province) {
+      and.push({
+        OR: [
+          { company: { province: { contains: province, mode: 'insensitive' } } },
+          { company: { city: { contains: province, mode: 'insensitive' } } },
+        ],
+      });
+    }
+    if (city) {
+      and.push({
+        OR: [
+          { company: { city: { contains: city, mode: 'insensitive' } } },
+          { company: { province: { contains: city, mode: 'insensitive' } } },
+        ],
+      });
+    }
+    if (opts?.hasMobile) {
+      and.push({ mobile: { not: null } }, { NOT: { mobile: '' } });
+    }
+    return {
+      organizationId: actor.organizationId,
+      ...ownerWhere(actor),
+      ...(opts?.mood ? { mood: opts.mood } : {}),
+      ...(sourceFilter ? { importSource: sourceFilter } : {}),
+      ...(and.length ? { AND: and } : {}),
+    };
+  }
+
   async list(
     actor: Actor,
     q?: string,
     page = 1,
     limit = 20,
-    opts?: { mood?: PersonMood; sort?: 'name' | 'newest' },
+    opts?: {
+      mood?: PersonMood;
+      sort?: 'name' | 'newest';
+      importSource?: string;
+      province?: string;
+      city?: string;
+      hasMobile?: boolean;
+    },
   ): Promise<PaginatedResponse<PersonDto>> {
-    const where: Prisma.PersonWhereInput = {
-      organizationId: actor.organizationId,
-      ...ownerWhere(actor),
-      ...(opts?.mood ? { mood: opts.mood } : {}),
-      ...(q?.trim()
-        ? {
-            OR: [
-              { firstName: { contains: q.trim(), mode: 'insensitive' } },
-              { lastName: { contains: q.trim(), mode: 'insensitive' } },
-              { email: { contains: q.trim(), mode: 'insensitive' } },
-              { mobile: { contains: q.trim() } },
-              { phone: { contains: q.trim() } },
-              { company: { name: { contains: q.trim(), mode: 'insensitive' } } },
-            ],
-          }
-        : {}),
-    };
+    const where = this.personListWhere(actor, q, opts);
 
     const [rows, total] = await this.prisma.$transaction([
       this.prisma.person.findMany({
@@ -117,6 +211,117 @@ export class PeopleService {
     };
   }
 
+  async listIds(
+    actor: Actor,
+    q?: string,
+    opts?: {
+      mood?: PersonMood;
+      importSource?: string;
+      province?: string;
+      city?: string;
+      hasMobile?: boolean;
+    },
+    max = FILTERED_IDS_MAX,
+  ): Promise<FilteredIdsResponse> {
+    const where = this.personListWhere(actor, q, opts);
+    const total = await this.prisma.person.count({ where });
+    if (total > max) {
+      throw new BadRequestException(
+        `تعداد نتایج (${total}) از سقف مجاز بیشتر است؛ فیلتر را محدودتر کنید.`,
+      );
+    }
+    const rows = await this.prisma.person.findMany({
+      where,
+      select: { id: true },
+      orderBy: [{ lastName: 'asc' }, { firstName: 'asc' }],
+      take: max,
+    });
+    return { ids: rows.map((r) => r.id), total };
+  }
+
+  async sourceStats(actor: Actor): Promise<PersonImportSourceStatDto[]> {
+    const rows = await this.prisma.person.groupBy({
+      by: ['importSource'],
+      where: {
+        organizationId: actor.organizationId,
+        ...ownerWhere(actor),
+      },
+      _count: { _all: true },
+    });
+    return rows
+      .map((row) => ({
+        source: row.importSource || 'manual',
+        label: personImportSourceLabel(row.importSource || 'manual'),
+        count: row._count._all,
+      }))
+      .sort((a, b) => b.count - a.count);
+  }
+
+  onModuleInit() {
+    void this.backfillStoredBirthDates();
+  }
+
+  /** تاریخ تولدی که قبلاً در فیلد اضافی دیدار/اکسل یا پروفایل مونتیفای مانده، روی شخص می‌نشیند. */
+  async backfillStoredBirthDates() {
+    try {
+      const fromFields = await this.prisma.$queryRaw<Array<{ id: string; birth: string }>>`
+        SELECT id,
+          COALESCE(
+            NULLIF("customFields"->>'birthDate', ''),
+            NULLIF("customFields"->>'birthDate2', '')
+          ) AS birth
+        FROM "Person"
+        WHERE "birthDate" IS NULL
+          AND (
+            COALESCE("customFields"->>'birthDate', '') <> ''
+            OR COALESCE("customFields"->>'birthDate2', '') <> ''
+          )
+        LIMIT 20000
+      `;
+      const fromMontify = await this.prisma.$queryRaw<Array<{ id: string; birth: string }>>`
+        SELECT p.id, m.data->>'birthday' AS birth
+        FROM "MontifyLink" m
+        JOIN "Person" p ON p.id = m."entityId"
+        WHERE m."entityType" = 'customer'
+          AND p."birthDate" IS NULL
+          AND COALESCE(m.data->>'birthday', '') <> ''
+        LIMIT 20000
+      `;
+      const seen = new Set<string>();
+      let filled = 0;
+      for (const row of [...fromFields, ...fromMontify]) {
+        if (!row.birth || seen.has(row.id)) continue;
+        seen.add(row.id);
+        const birthDate = parseBirthDate(row.birth);
+        if (!birthDate) continue;
+        const updated = await this.prisma.person.updateMany({
+          where: { id: row.id, birthDate: null },
+          data: { birthDate },
+        });
+        filled += updated.count;
+      }
+      if (filled) this.logger.log(`تاریخ تولد ${filled} مشتری از داده‌های ذخیره‌شده پر شد`);
+    } catch (err) {
+      this.logger.warn(
+        `پر کردن تاریخ تولد ذخیره‌شده ناموفق بود: ${err instanceof Error ? err.message : err}`,
+      );
+    }
+  }
+
+  async fillBirthDateIfEmpty(
+    organizationId: string,
+    input: { mobile?: string | null; email?: string | null; birthDate: Date },
+  ) {
+    const or: Prisma.PersonWhereInput[] = [];
+    if (input.mobile) or.push({ mobile: input.mobile });
+    if (input.email) or.push({ email: input.email });
+    if (!or.length) return;
+    await this.prisma.person.updateMany({
+      where: { organizationId, birthDate: null, OR: or },
+      data: { birthDate: input.birthDate },
+    });
+  }
+
   async get(actor: Actor, id: string): Promise<PersonDto> {
     const row = await this.prisma.person.findFirst({
       where: { id, organizationId: actor.organizationId, ...ownerWhere(actor) },
@@ -132,19 +337,33 @@ export class PeopleService {
       await this.companies.ensureInOrg(actor.organizationId, companyId, actor);
     }
 
+    const registeredAt = dto.registeredAt ? new Date(dto.registeredAt) : null;
     const data: Prisma.PersonUncheckedCreateInput = {
       organizationId: actor.organizationId,
       firstName: (dto.firstName ?? '').trim(),
       lastName: (dto.lastName ?? '').trim(),
+      previousFirstName: emptyToNull(dto.previousFirstName),
+      previousLastName: emptyToNull(dto.previousLastName),
+      importSource: normalizePersonImportSource(dto.importSource),
+      sourceRef: emptyToNull(dto.sourceRef),
       email: normalizeEmail(dto.email),
       phone: normalizePhone(dto.phone),
       mobile: normalizePhone(dto.mobile),
       position: emptyToNull(dto.position),
+      website: emptyToNull(dto.website),
+      instagram: emptyToNull(dto.instagram),
+      birthDate: parseBirthDate(dto.birthDate),
+      referrer: emptyToNull(dto.referrer),
+      addresses: toJsonAddresses(dto.addresses),
       notes: emptyToNull(dto.notes),
       mood: dto.mood ?? 'newcomer',
+      tags: normalizeTags(dto.tags),
       companyId,
       ownerId: resolveOwnerId(actor, dto.ownerId),
       customFields: toJsonCustomFields(dto.customFields),
+      ...(registeredAt && !Number.isNaN(registeredAt.getTime())
+        ? { createdAt: registeredAt }
+        : {}),
     };
     await this.assertNoDuplicate(actor.organizationId, data);
 
@@ -164,6 +383,24 @@ export class PeopleService {
     };
     await this.automations.runTrigger('person_created', createdCtx);
     await this.messageAutomations.onEvent('person_created', createdCtx);
+    if (row.importSource === 'manual') {
+      this.game.emit({
+        organizationId: actor.organizationId,
+        userId: actor.userId,
+        event: 'CUSTOMER_CREATED',
+        entityType: 'person',
+        entityId: row.id,
+        entityTitle: createdCtx.title,
+        facts: { source: row.importSource },
+      });
+    }
+    this.webhooks.emit(actor.organizationId, 'person.created', {
+      id: row.id,
+      fullName: createdCtx.title,
+      mobile: row.mobile,
+      email: row.email,
+      companyId: row.companyId,
+    });
     const fresh = await this.prisma.person.findFirst({
       where: { id: row.id },
       include: personInclude,
@@ -181,12 +418,28 @@ export class PeopleService {
     const data: Prisma.PersonUncheckedUpdateInput = {};
     if (dto.firstName !== undefined) data.firstName = dto.firstName.trim();
     if (dto.lastName !== undefined) data.lastName = dto.lastName.trim();
+    if ('previousFirstName' in dto) {
+      data.previousFirstName = emptyToNull(dto.previousFirstName);
+    }
+    if ('previousLastName' in dto) {
+      data.previousLastName = emptyToNull(dto.previousLastName);
+    }
+    if (dto.importSource !== undefined) {
+      data.importSource = normalizePersonImportSource(dto.importSource);
+    }
+    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 ('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);
+    if ('birthDate' in dto) data.birthDate = parseBirthDate(dto.birthDate);
+    if ('referrer' in dto) data.referrer = emptyToNull(dto.referrer);
+    if ('addresses' in dto) data.addresses = toJsonAddresses(dto.addresses);
     if ('notes' in dto) data.notes = emptyToNull(dto.notes);
     if (dto.mood !== undefined) data.mood = dto.mood;
+    if ('tags' in dto) data.tags = normalizeTags(dto.tags);
     if ('customFields' in dto) {
       data.customFields = toJsonCustomFields(dto.customFields);
     }
@@ -211,6 +464,13 @@ export class PeopleService {
       data,
       include: personInclude,
     });
+    this.webhooks.emit(actor.organizationId, 'person.updated', {
+      id: row.id,
+      fullName: `${row.firstName} ${row.lastName}`.trim(),
+      mobile: row.mobile,
+      email: row.email,
+      companyId: row.companyId,
+    });
     return this.toDto(row);
   }
 
@@ -219,6 +479,19 @@ export class PeopleService {
     await this.prisma.person.delete({ where: { id } });
   }
 
+  async removeMany(actor: Actor, ids: string[]): Promise<{ deleted: number }> {
+    const unique = [...new Set(ids.filter(Boolean))];
+    if (!unique.length) return { deleted: 0 };
+    const res = await this.prisma.person.deleteMany({
+      where: {
+        id: { in: unique },
+        organizationId: actor.organizationId,
+        ...ownerWhere(actor),
+      },
+    });
+    return { deleted: res.count };
+  }
+
   private async ensureExists(actor: Actor, id: string) {
     const found = await this.prisma.person.findFirst({
       where: { id, organizationId: actor.organizationId, ...ownerWhere(actor) },
@@ -258,18 +531,180 @@ export class PeopleService {
     throw new ConflictException('شخص تکراری است');
   }
 
+  async birthdaysThisMonth(actor: Actor) {
+    const rows = await this.prisma.person.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        ownerId: actor.userId,
+        birthDate: { not: null },
+      },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        mobile: true,
+        phone: true,
+        birthDate: true,
+        company: { select: { name: true } },
+      },
+    });
+    const selected = selectMonthBirthdays(
+      rows.flatMap((row) =>
+        row.birthDate
+          ? [
+              {
+                id: row.id,
+                firstName: row.firstName,
+                lastName: row.lastName,
+                mobile: row.mobile || row.phone,
+                birthDate: row.birthDate,
+              },
+            ]
+          : [],
+      ),
+    );
+    const companyById = new Map(rows.map((row) => [row.id, row.company?.name ?? '']));
+    const toItem = (row: (typeof selected.items)[number]) => ({
+      id: row.id,
+      firstName: row.firstName,
+      lastName: row.lastName,
+      fullName: `${row.firstName} ${row.lastName}`.trim(),
+      mobile: row.mobile,
+      company: companyById.get(row.id) ?? '',
+      day: row.day,
+    });
+    return {
+      month: selected.month,
+      monthName: selected.monthName,
+      today: selected.today,
+      total: selected.total,
+      preview: selected.preview.map(toItem),
+      items: selected.items.map(toItem),
+    };
+  }
+
+  async sendBirthdaySms(actor: Actor, personId: string, text: string) {
+    const body = text.trim();
+    if (!body || body.length > 500) {
+      throw new BadRequestException('متن پیامک را تا ۵۰۰ نویسه بنویسید.');
+    }
+    const person = await this.prisma.person.findFirst({
+      where: { id: personId, organizationId: actor.organizationId },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        mobile: true,
+        phone: true,
+        ownerId: true,
+        birthDate: true,
+        company: { select: { name: true } },
+      },
+    });
+    if (!person) throw new NotFoundException('مشتری پیدا نشد');
+    if (person.ownerId !== actor.userId) {
+      throw new ForbiddenException('فقط مسئول این مشتری می‌تواند پیامک تبریک بفرستد.');
+    }
+    if (!person.birthDate) {
+      throw new BadRequestException('برای این مشتری تاریخ تولد ثبت نشده است.');
+    }
+    const inMonth = selectMonthBirthdays(
+      [
+        {
+          id: person.id,
+          firstName: person.firstName,
+          lastName: person.lastName,
+          mobile: person.mobile || person.phone,
+          birthDate: person.birthDate,
+        },
+      ],
+    );
+    if (!inMonth.total) {
+      throw new BadRequestException('تولد این مشتری در ماه جاری نیست.');
+    }
+    const mobile = person.mobile || person.phone;
+    if (!mobile) throw new BadRequestException('برای این مشتری شماره موبایل ثبت نشده است.');
+    const fullName = `${person.firstName} ${person.lastName}`.trim();
+    const message = renderSmsText(body, {
+      name: fullName,
+      phone: mobile,
+      title: fullName,
+      company: person.company?.name ?? '',
+    });
+    if (!message) throw new BadRequestException('متن پیامک خالی است.');
+    const result = await this.sms.sendSmsDetailed(mobile, message);
+    if (!result.ok) {
+      throw new ServiceUnavailableException(
+        result.reason === 'SMS not configured'
+          ? 'ارسال پیامک روی سرور فعال نیست.'
+          : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
+      );
+    }
+    return { ok: true };
+  }
+
+  async sendSms(actor: Actor, personId: string, text: string) {
+    const body = text.trim();
+    if (!body || body.length > 500) {
+      throw new BadRequestException('متن پیامک را تا ۵۰۰ نویسه بنویسید.');
+    }
+    const person = await this.get(actor, personId);
+    const mobile = person.mobile || person.phone;
+    if (!mobile) throw new BadRequestException('برای این مشتری شماره موبایل ثبت نشده است.');
+    const message = renderSmsText(body, {
+      name: person.fullName,
+      phone: mobile,
+      title: person.fullName,
+      company: person.company?.name ?? '',
+    });
+    if (!message) throw new BadRequestException('متن پیامک خالی است.');
+    const result = await this.sms.sendSmsDetailed(mobile, message);
+    if (!result.ok) {
+      throw new ServiceUnavailableException(
+        result.reason === 'SMS not configured'
+          ? 'ارسال پیامک روی سرور فعال نیست.'
+          : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
+      );
+    }
+    return { ok: true };
+  }
+
   private toDto(row: PersonRow): PersonDto {
+    const previousFullName = `${row.previousFirstName ?? ''} ${row.previousLastName ?? ''}`.trim();
+    const importSource = row.importSource || 'manual';
     return {
       id: row.id,
       firstName: row.firstName,
       lastName: row.lastName,
+      previousFirstName: row.previousFirstName,
+      previousLastName: row.previousLastName,
+      previousFullName: previousFullName || null,
+      importSource,
+      sourceRef: row.sourceRef,
+      previousImportSource: row.previousImportSource,
+      previousSourceRef: row.previousSourceRef,
       fullName: `${row.firstName} ${row.lastName}`.trim(),
       email: row.email,
       phone: row.phone,
       mobile: row.mobile,
       position: row.position,
+      website: row.website,
+      instagram: row.instagram,
+      birthDate: row.birthDate?.toISOString() ?? null,
+      referrer: row.referrer,
+      addresses: (() => {
+        const fromCol = asAddresses(row.addresses);
+        if (fromCol.length) return fromCol;
+        const extra = asCustomFields(row.customFields);
+        return asAddresses(
+          [extra.address, extra.homeAddress, extra.address2]
+            .map((v) => (typeof v === 'string' ? v : ''))
+            .filter(Boolean),
+        );
+      })(),
       notes: row.notes,
       mood: row.mood,
+      tags: row.tags ?? [],
       customFields: asCustomFields(row.customFields),
       loyaltyPoints: row.loyaltyPoints ?? 0,
       loyaltyTier: row.loyaltyTier,

apps/api/src/contacts/person-source.ts

@@ -0,0 +1,80 @@
+import {
+  PERSON_IMPORT_SOURCE_LABELS,
+  PERSON_IMPORT_SOURCES,
+  type PersonImportSource,
+} from '@mento/shared';
+
+export function normalizePersonImportSource(
+  raw?: string | null,
+): PersonImportSource {
+  const v = String(raw ?? '')
+    .trim()
+    .toLowerCase();
+  if (!v) return 'manual';
+  if ((PERSON_IMPORT_SOURCES as readonly string[]).includes(v)) {
+    return v as PersonImportSource;
+  }
+  if (/دیدار|didar/.test(v)) return 'didar';
+  if (/ته.?حساب|tahesab|accounting/.test(v)) return 'tahesab';
+  if (/اکسل|excel|xlsx|csv/.test(v)) return 'excel';
+  if (/گوشی|phone|مخاطب|vcard|contact/.test(v)) return 'phone';
+  if (/لید|lead|فرم/.test(v)) return 'lead_form';
+  return 'other';
+}
+
+export function personImportSourceLabel(source: string): string {
+  if (source in PERSON_IMPORT_SOURCE_LABELS) {
+    return PERSON_IMPORT_SOURCE_LABELS[source as PersonImportSource];
+  }
+  return source || PERSON_IMPORT_SOURCE_LABELS.manual;
+}
+
+type SourceSnapshot = {
+  importSource?: string | null;
+  sourceRef?: string | null;
+  previousImportSource?: string | null;
+  previousSourceRef?: string | null;
+  customFields?: unknown;
+};
+
+function didarIdFrom(customFields: unknown): string | null {
+  if (!customFields || typeof customFields !== 'object') return null;
+  const raw = (customFields as Record<string, unknown>).didarId;
+  if (typeof raw === 'number' && Number.isFinite(raw)) return String(raw);
+  if (typeof raw === 'string' && raw.trim()) return raw.trim();
+  return null;
+}
+
+/**
+ * وقتی شخصِ موجود از منبع دیگری دوباره وارد می‌شود، منبع و کد فعلی را به‌عنوان «قبلی» نگه می‌دارد.
+ * اگر منبع یکسان باشد (ورود مجدد از همان منبع)، مقادیر قبلی دست نمی‌خورند.
+ */
+export function carryPreviousSource(
+  existing: SourceSnapshot,
+  nextSource: PersonImportSource,
+): { previousImportSource?: string | null; previousSourceRef?: string | null } {
+  const currentSource = normalizePersonImportSource(existing.importSource);
+  if (currentSource === nextSource) return {};
+  let ref = existing.sourceRef?.trim() || null;
+  let source: string = currentSource;
+  if (!ref) {
+    const didarId = didarIdFrom(existing.customFields);
+    if (didarId && nextSource !== 'didar') {
+      ref = didarId;
+      source = 'didar';
+    }
+  }
+  if (source === 'manual' && !ref) return {};
+  return { previousImportSource: source, previousSourceRef: ref };
+}
+
+export function namesDiffer(
+  aFirst: string,
+  aLast: string,
+  bFirst: string,
+  bLast: string,
+): boolean {
+  const a = `${aFirst} ${aLast}`.trim().replace(/\s+/g, ' ');
+  const b = `${bFirst} ${bLast}`.trim().replace(/\s+/g, ' ');
+  return Boolean(a && b && a !== b);
+}

apps/api/src/conversations/chat-external.client.ts

@@ -0,0 +1,208 @@
+import {
+  BadRequestException,
+  Injectable,
+  ServiceUnavailableException,
+} from '@nestjs/common';
+
+export type ExternalRoomRow = Record<string, unknown>;
+
+const FETCH_TIMEOUT_MS = 12_000;
+
+@Injectable()
+export class ChatExternalClient {
+  normalizeHost(host: string): string {
+    return host
+      .trim()
+      .replace(/^wss?:\/\//, '')
+      .replace(/^https?:\/\//, '')
+      .replace(/\/+$/, '');
+  }
+
+  private async fetchJson(
+    url: string,
+    init: RequestInit,
+  ): Promise<{ ok: boolean; status: number; bodyText: string; json: unknown }> {
+    const controller = new AbortController();
+    const timer = setTimeout(() => controller.abort(), FETCH_TIMEOUT_MS);
+    try {
+      const response = await fetch(url, { ...init, signal: controller.signal });
+      const bodyText = await response.text().catch(() => '');
+      let json: unknown = null;
+      if (bodyText) {
+        try {
+          json = JSON.parse(bodyText);
+        } catch {
+          json = null;
+        }
+      }
+      return { ok: response.ok, status: response.status, bodyText, json };
+    } catch (e) {
+      const aborted = e instanceof Error && e.name === 'AbortError';
+      throw new ServiceUnavailableException(
+        aborted
+          ? `سرویس گفتگو پاسخ نداد (timeout ${FETCH_TIMEOUT_MS / 1000}s). Host و شبکه سرور را بررسی کنید.`
+          : `اتصال به سرویس گفتگو برقرار نشد: ${e instanceof Error ? e.message : 'unknown'}`,
+      );
+    } finally {
+      clearTimeout(timer);
+    }
+  }
+
+  private fail(status: number, body: string, action: string): never {
+    const snippet = body.trim().slice(0, 220);
+    throw new ServiceUnavailableException(
+      `${action} ناموفق بود (HTTP ${status})${snippet ? `: ${snippet}` : ''}`,
+    );
+  }
+
+  async createRoom(
+    host: string,
+    apiKey: string,
+    payload: {
+      name: string;
+      type: string;
+      members: string[];
+    },
+  ): Promise<{ room_id: string }> {
+    const base = this.normalizeHost(host);
+    if (!base) throw new BadRequestException('Host سرویس گفتگو خالی است');
+    const url = `https://${base}/api/rooms/create`;
+    const { ok, status, bodyText, json } = await this.fetchJson(url, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json', Accept: 'application/json' },
+      body: JSON.stringify({
+        api_key: apiKey,
+        name: payload.name,
+        type: payload.type,
+        members: payload.members,
+      }),
+    });
+    if (!ok) this.fail(status, bodyText, 'ایجاد اتاق گفتگو');
+    const data = (json ?? {}) as { room_id?: string; id?: string };
+    const roomId = String(data.room_id ?? data.id ?? '').trim();
+    if (!roomId) {
+      throw new ServiceUnavailableException('پاسخ سرویس گفتگو فاقد room_id است');
+    }
+    return { room_id: roomId };
+  }
+
+  async listUserRooms(
+    host: string,
+    apiKey: string,
+    chatUserId: string,
+  ): Promise<ExternalRoomRow[]> {
+    const base = this.normalizeHost(host);
+    if (!base) throw new BadRequestException('Host سرویس گفتگو خالی است');
+    const params = new URLSearchParams({
+      api_key: apiKey,
+      user_id: chatUserId,
+    });
+    const url = `https://${base}/api/users/rooms?${params.toString()}`;
+    const { ok, status, bodyText, json } = await this.fetchJson(url, {
+      method: 'GET',
+      headers: { Accept: 'application/json' },
+      cache: 'no-store',
+    });
+
+    // کاربر جدید بدون room — خالی برگردان
+    if (status === 404 || status === 204) return [];
+
+    if (!ok) this.fail(status, bodyText, 'دریافت لیست گفتگو از سرویس چت');
+
+    const result = json;
+    if (Array.isArray(result)) return result as ExternalRoomRow[];
+    if (result && typeof result === 'object') {
+      const obj = result as Record<string, unknown>;
+      if (Array.isArray(obj.data)) return obj.data as ExternalRoomRow[];
+      if (Array.isArray(obj.rooms)) return obj.rooms as ExternalRoomRow[];
+      if (Array.isArray(obj.items)) return obj.items as ExternalRoomRow[];
+    }
+    return [];
+  }
+
+  async ping(host: string, apiKey: string, chatUserId: string): Promise<boolean> {
+    try {
+      await this.listUserRooms(host, apiKey, chatUserId);
+      return true;
+    } catch {
+      return false;
+    }
+  }
+
+  /** تلاش برای افزودن عضو به اتاق روی سرویس خارجی (endpointهای رایج). */
+  async addRoomMembers(
+    host: string,
+    apiKey: string,
+    roomId: string,
+    members: string[],
+  ): Promise<boolean> {
+    const base = this.normalizeHost(host);
+    if (!base || !roomId || !members.length) return false;
+    const attempts: Array<{ path: string; body: Record<string, unknown> }> = [
+      {
+        path: '/api/rooms/add_members',
+        body: { api_key: apiKey, room_id: roomId, members },
+      },
+      {
+        path: '/api/rooms/members/add',
+        body: { api_key: apiKey, room_id: roomId, members },
+      },
+      {
+        path: '/api/rooms/members',
+        body: { api_key: apiKey, room_id: roomId, members, action: 'add' },
+      },
+    ];
+    for (const attempt of attempts) {
+      try {
+        const { ok, status } = await this.fetchJson(`https://${base}${attempt.path}`, {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json', Accept: 'application/json' },
+          body: JSON.stringify(attempt.body),
+        });
+        if (ok || status === 204) return true;
+        if (status === 404 || status === 405) continue;
+      } catch {
+        // try next
+      }
+    }
+    return false;
+  }
+
+  async removeRoomMembers(
+    host: string,
+    apiKey: string,
+    roomId: string,
+    members: string[],
+  ): Promise<boolean> {
+    const base = this.normalizeHost(host);
+    if (!base || !roomId || !members.length) return false;
+    const attempts: Array<{ path: string; body: Record<string, unknown> }> = [
+      {
+        path: '/api/rooms/remove_members',
+        body: { api_key: apiKey, room_id: roomId, members },
+      },
+      {
+        path: '/api/rooms/members/remove',
+        body: { api_key: apiKey, room_id: roomId, members },
+      },
+      {
+        path: '/api/rooms/members',
+        body: { api_key: apiKey, room_id: roomId, members, action: 'remove' },
+      },
+    ];
+    for (const attempt of attempts) {
+      try {
+        const { ok, status } = await this.fetchJson(`https://${base}${attempt.path}`, {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json', Accept: 'application/json' },
+          body: JSON.stringify(attempt.body),
+        });
+        if (ok || status === 204) return true;
+        if (status === 404 || status === 405) continue;
+      } catch {
+        // try next
+      }
+    }
+    return false;
+  }
+}

apps/api/src/conversations/chat-user-id.util.ts

@@ -0,0 +1,10 @@
+/** شناسه پایدار کاربر در سرویس چت خارجی (scoped به org) */
+export function buildChatUserId(organizationId: string, userId: string): string {
+  const o = organizationId.replace(/-/g, '').slice(0, 12);
+  const u = userId.replace(/-/g, '').slice(0, 12);
+  return `m${o}u${u}`;
+}
+
+export function dmPairKey(userA: string, userB: string): [string, string] {
+  return userA < userB ? [userA, userB] : [userB, userA];
+}