Clarify activity card due tones: overdue as عقب افتاده, done as انجام شده, and today in warning yellow.

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

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

@@ -41,19 +41,11 @@ Legacy CRM UI (`components/ui/*`, `.crm-*`, `.btn` / `.field` in `styles/`) rema
 6. **24-column grid only**  
    Page layout on migrated screens uses Ant Grid: `a-row` / `a-col` with the **24-column** system (`:span`, `:xs`, `:sm`, `:md`, `:lg`, `:xl`). Do not invent parallel flex/grid CSS layouts for page chrome.
 
-7. **RTL + locale + StyleProvider**  
+7. **RTL + locale**  
-   App root in `App.vue` **must** wrap ConfigProvider with `<a-style-provider hash-priority="high">` so legacy `main.css` cannot override Ant controls via higher specificity:
+   App root is wrapped with `<a-config-provider direction="rtl" :locale="faIR" :theme="antdTheme">`. Do not override direction to LTR on whole pages; use local `direction="ltr"` only for inherently LTR fragments (e.g. phone numbers, codes).
-   ```vue
-   <a-style-provider hash-priority="high">
-     <a-config-provider direction="rtl" :locale="faIR" :theme="antdTheme">
-       <RouterView />
-     </a-config-provider>
-   </a-style-provider>
-   ```
-   Do not override direction to LTR on whole pages; use local `direction="ltr"` only for inherently LTR fragments (e.g. phone numbers, codes).
 
 8. **Auto-import**  
-   `<a-*>` components are resolved via `unplugin-vue-components` + `AntDesignVueResolver({ importStyle: false })`. Do not add blanket `app.use(antd)` unless there is a documented exception. Do not per-component CSS imports (`importStyle` stays `false`; CSS-in-JS + theme). Prefer **explicit** `import { Button as AButton, … } from 'ant-design-vue'` in migrated files when the Vite resolver is missing or unreliable.
+   `<a-*>` components are resolved via `unplugin-vue-components` + `AntDesignVueResolver({ importStyle: false })`. Do not add blanket `app.use(antd)` unless there is a documented exception. Do not per-component CSS imports (`importStyle` stays `false`; CSS-in-JS + theme).
 
 9. **Theme is central**  
    Visual tokens (primary, radius, `controlHeight`, padding/margin scale, shadows, Form/Card overrides) live only in `antdTheme.ts`. Do not fork theme objects inside views.

.cursor/settings.json

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

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

@@ -38,13 +38,9 @@ Also read and obey [`.cursor/rules/antd-strict-governance.mdc`](../../rules/antd
 | Dependency | `ant-design-vue` ^4, `@ant-design/icons-vue`, `unplugin-vue-components` in `@mento/web` |
 | Vite plugin | `apps/web/vite.config.ts` — `Components` + `AntDesignVueResolver` |
 | Theme | `apps/web/src/theme/antdTheme.ts` (`controlHeight: 36`) |
-| RTL + locale + theme + StyleProvider | `apps/web/src/App.vue` — `<a-style-provider hash-priority="high">` wrapping `<a-config-provider direction="rtl" :locale="faIR" :theme="antdTheme">` (mandatory so legacy `main.css` cannot override Ant) |
+| RTL + locale + theme | `apps/web/src/App.vue` — `<a-config-provider direction="rtl" :locale="faIR" :theme="antdTheme">` |
 | Legacy kit (do not touch) | `apps/web/src/components/ui/*`, `styles/main.css` utilities |
 
-### Mandatory child-control conversion (same pass)
-
-هنگام بازنویسی یک صفحه (View)، ایجنت موظف است علاوه بر خود فایل View، تمام کامپوننت‌های فرزندی را که در آن View ایمپورت شده‌اند و حاوی اینپوت/سلکت/دکمه هستند نیز بازبینی کرده و درون آن‌ها را به کامپوننت‌های رسمی `ant-design-vue` تبدیل کند. هیچ تگ `<input>`, `<select>`, `<textarea>`, `<button>` خامی نباید در صفحه یا کامپوننت‌های فرزندِ مصرفی آن باقی بماند.
-
 ## Migration workflow
 
 1. Confirm the **single** route/view the user named.

.dockerignore

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

.gitea/workflows/build.yml

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

Asset 24.svg

@@ -1,37 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<svg id="Layer_2" data-name="Layer 2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 246.7 46.59">
-  <defs>
-    <style>
-      .cls-1 {
-        fill: #10897d;
-      }
-
-      .cls-2 {
-        fill: #16c1a8;
-      }
-
-      .cls-3 {
-        fill: #43f7dd;
-      }
-    </style>
-  </defs>
-  <g id="Layer_1-2" data-name="Layer 1">
-    <g>
-      <path class="cls-1" d="M199.15,23.8v19.86c0,1.48-1.2,2.67-2.67,2.67h-8.09c-1.48,0-2.67-1.2-2.67-2.67V15.92c0-.91.47-1.76,1.23-2.25l12.85-8.23c1.13-.72,2.63-.5,3.49.53l11.02,13.14c.18.21.49.22.68.03l8.04-8.21c1.04-1.06,2.75-1.07,3.8-.02l5.99,5.99c1.05,1.05,1.05,2.74,0,3.78l-16.98,16.98c-1.1,1.1-2.92,1.03-3.93-.15l-11.96-14.01c-.28-.33-.81-.13-.81.3h0Z"/>
-      <circle class="cls-3" cx="237.24" cy="6.48" r="6.48"/>
-      <path class="cls-3" d="M242.84,16.26h0c2.13,0,3.86,1.73,3.86,3.86v22.61c0,2.13-1.73,3.86-3.86,3.86h0c-2.13,0-3.86-1.73-3.86-3.86v-22.61c0-2.13,1.73-3.86,3.86-3.86Z"/>
-      <path class="cls-2" d="M233.49,25.66h0c2.13,0,3.86,1.73,3.86,3.86v13.21c0,2.13-1.73,3.86-3.86,3.86h0c-2.13,0-3.86-1.73-3.86-3.86v-13.21c0-2.13,1.73-3.86,3.86-3.86Z"/>
-      <rect class="cls-1" x="220.08" y="35.24" width="7.72" height="11.35" rx="3.86" ry="3.86"/>
-    </g>
-    <g>
-      <path class="cls-1" d="M132.19,17.19v2.66c0,1.27,1.03,2.29,2.29,2.29h2.66c1.27,0,2.29-1.03,2.29-2.29v-2.66c0-1.27-1.03-2.29-2.29-2.29h-2.66c-1.27,0-2.29,1.03-2.29,2.29Z"/>
-      <path class="cls-1" d="M102.53,17.19v2.66c0,1.27,1.03,2.29,2.29,2.29h12.91c1.27,0,2.29-1.03,2.29-2.29v-2.66c0-1.27-1.03-2.29-2.29-2.29h-12.91c-1.27,0-2.29,1.03-2.29,2.29Z"/>
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-  </g>
-</svg>

Asset 26.svg

@@ -1,25 +0,0 @@
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-<svg id="Layer_2" data-name="Layer 2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 197.7 151.02">
-  <defs>
-    <style>
-      .cls-1 {
-        fill: #10897d;
-      }
-
-      .cls-2 {
-        fill: #16c1a8;
-      }
-
-      .cls-3 {
-        fill: #43f7dd;
-      }
-    </style>
-  </defs>
-  <g id="Layer_1-2" data-name="Layer 1">
-    <path class="cls-1" d="M43.57,77.15v64.37c0,4.79-3.88,8.67-8.67,8.67H8.67c-4.79,0-8.67-3.88-8.67-8.67V51.62c0-2.96,1.51-5.71,3.99-7.3l41.67-26.69c3.67-2.35,8.52-1.61,11.32,1.73l35.74,42.59c.57.68,1.6.72,2.22.09l26.07-26.6c3.38-3.45,8.92-3.47,12.33-.06l19.42,19.42c3.39,3.39,3.39,8.88,0,12.26l-55.06,55.06c-3.58,3.58-9.45,3.35-12.73-.5l-38.76-45.42c-.9-1.06-2.64-.42-2.64.97Z"/>
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-    <rect class="cls-3" x="172.68" y="52.7" width="25.02" height="98.32" rx="12.51" ry="12.51"/>
-    <rect class="cls-2" x="142.38" y="83.17" width="25.02" height="67.85" rx="12.51" ry="12.51"/>
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-  </g>
-</svg>

Dockerfile.api

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

Dockerfile.stt

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

Dockerfile.web

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

antd-strict-governance.mdc.md

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

apps/api/prisma/migrations/20261107120000_voip_daftareshoma/migration.sql

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

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

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

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

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

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

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

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

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

apps/api/prisma/migrations/20261112120000_customer_group_assignees/migration.sql

@@ -0,0 +1,28 @@
+-- مسئولان اختیاری روی گروه‌های مشتری
+CREATE TABLE IF NOT EXISTS "_CustomerGroupAssignees" (
+    "A" TEXT NOT NULL,
+    "B" TEXT NOT NULL
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS "_CustomerGroupAssignees_AB_unique" ON "_CustomerGroupAssignees"("A", "B");
+CREATE INDEX IF NOT EXISTS "_CustomerGroupAssignees_B_index" ON "_CustomerGroupAssignees"("B");
+
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = '_CustomerGroupAssignees_A_fkey'
+  ) THEN
+    ALTER TABLE "_CustomerGroupAssignees"
+      ADD CONSTRAINT "_CustomerGroupAssignees_A_fkey"
+      FOREIGN KEY ("A") REFERENCES "CustomerGroup"("id")
+      ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = '_CustomerGroupAssignees_B_fkey'
+  ) THEN
+    ALTER TABLE "_CustomerGroupAssignees"
+      ADD CONSTRAINT "_CustomerGroupAssignees_B_fkey"
+      FOREIGN KEY ("B") REFERENCES "User"("id")
+      ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+END $$;

apps/api/prisma/migrations/20261112190000_activity_priority_settings/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Organization" ADD COLUMN "activityPriorities" JSONB NOT NULL DEFAULT '{}';

apps/api/prisma/schema.prisma

@@ -33,6 +33,17 @@ enum ActivityStatus {
   canceled
 }
 
+enum ActivityCompletionMode {
+  any
+  all
+}
+
+/// چه کسانی می‌توانند فعالیت را ویرایش/حذف کنند (علاوه بر owner/admin)
+enum ActivityEditPolicy {
+  creator
+  assignees
+}
+
 enum ActivityPriority {
   low
   medium
@@ -151,6 +162,8 @@ model Organization {
   enabledCurrencies            String[]                      @default(["IRR", "USD", "EUR"])
   /// ماژول‌های فعال منو برای این محیط
   enabledModules               String[]                      @default([])
+  /// برچسب/رنگ اولویت فعالیت و روتین (کلیدهای enum ثابت؛ فقط ظاهر)
+  activityPriorities           Json                          @default("{}")
   /// تاریخ قطع بایگانی اطلاعات قبل (شروع روز انتخاب‌شده)؛ null = بدون فیلتر
   priorArchiveEnabledAt        DateTime?
   isActive                     Boolean                       @default(true)
@@ -295,6 +308,7 @@ model User {
   ownedInvoices          Invoice[]                @relation("InvoiceOwner")
   ownedPeople            Person[]                 @relation("PersonOwner")
   ownedCompanies         Company[]                @relation("CompanyOwner")
+  assignedCustomerGroups CustomerGroup[]          @relation("CustomerGroupAssignees")
   financialPartyDocuments FinancialDocument[]     @relation("FinancialDocumentParty")
   ownedProjectCards      ProjectCard[]            @relation("ProjectCardOwner")
   activities             Activity[]               @relation("ActivityAssignee")
@@ -565,6 +579,8 @@ model CustomerGroup {
   children            CustomerGroup[]    @relation("CustomerGroupTree")
   people              PersonGroupLink[]
   companies           CompanyGroupLink[]
+  /// مسئولان گروه — اختیاری؛ اعضای گروه را مثل مشتریان خود می‌بینند
+  assignees           User[]             @relation("CustomerGroupAssignees")
   createdAt           DateTime           @default(now())
   updatedAt           DateTime           @updatedAt
 
@@ -883,6 +899,12 @@ model Activity {
   /// زمان ارسال یادآور؛ با تغییر reminderAt پاک می‌شود
   reminderSentAt    DateTime?
   completedAt       DateTime?
+  /// any = با انجام یکی بسته می‌شود؛ all = هر مسئول باید سهم خودش را بزند
+  completionMode    ActivityCompletionMode @default(any)
+  /// مسئولانی که سهم خود را در حالت all ثبت کرده‌اند
+  completedByIds    String[]         @default([])
+  /// creator = فقط ایجادکننده؛ assignees = ایجادکننده + همهٔ مسئولان
+  editPolicy        ActivityEditPolicy @default(creator)
   tags              String[]         @default([])
   personId          String?
   person            Person?          @relation(fields: [personId], references: [id], onDelete: SetNull)
@@ -2447,8 +2469,11 @@ model FinancialPayroll {
   period         String
   baseAmount     Decimal             @db.Decimal(18, 2)
   benefits       Decimal             @default(0) @db.Decimal(18, 2)
+  benefitsReason String?
   bonus          Decimal             @default(0) @db.Decimal(18, 2)
+  bonusReason    String?
   deductions     Decimal             @default(0) @db.Decimal(18, 2)
+  deductionsReason String?
   payable        Decimal             @db.Decimal(18, 2)
   dueDate        DateTime
   notes          String?
@@ -2953,18 +2978,28 @@ model MontifyWebhookDelivery {
   @@index([connectionId, createdAt])
 }
 
-/// اتصال تلفن سازمانی / سانترال (وب‌هوک عمومی)
+/// اتصال تلفن سازمانی / سانترال (وب‌هوک عمومی یا ارائه‌دهنده)
 model VoipConnection {
   id                      String        @id @default(cuid())
   organizationId          String
   organization            Organization  @relation(fields: [organizationId], references: [id], onDelete: Cascade)
   label                   String
+  /// generic | daftareshoma
+  provider                String        @default("generic")
   enabled                 Boolean       @default(true)
   webhookSecretCiphertext String?
   webhookSecretIv         String?
   webhookSecretTag        String?
-  /// قالب URL شروع تماس؛ جای {number} شماره می‌نشیند
+  /// قالب URL شروع تماس؛ جای {number} شماره می‌نشیند (generic)
   clickToCallUrl          String?
+  /// توکن Bearer API دفتر شما (رمزنگاری‌شده)
+  apiTokenCiphertext      String?
+  apiTokenIv              String?
+  apiTokenTag             String?
+  /// شماره مبدأ در تماس خروجی دفتر شما (from_number)
+  fromNumber              String?
+  /// خط/داخلی سازمان در دفتر شما (caller_extension)
+  callerExtension         String?
   lastEventAt             DateTime?
   lastError               String?
   calls                   VoipCallLog[]
@@ -2972,6 +3007,7 @@ model VoipConnection {
   updatedAt               DateTime      @updatedAt
 
   @@index([organizationId, enabled])
+  @@index([organizationId, provider])
 }
 
 model VoipCallLog {
@@ -2986,6 +3022,8 @@ model VoipCallLog {
   status               String         @default("completed")
   fromNumber           String?
   toNumber             String?
+  /// خط/داخلی سازمان که تماس روی آن بوده (مثلاً CalleeExtension دفتر شما)
+  lineExtension        String?
   personId             String?
   activityId           String?
   durationSec          Int?
@@ -3010,6 +3048,8 @@ model VoipCallLog {
 
   @@unique([connectionId, externalCallId])
   @@index([organizationId, syncedAt])
+  @@index([organizationId, lineExtension])
+  @@index([organizationId, status])
   @@index([personId])
   @@index([activityId])
   @@index([summaryStatus, summaryNextAttemptAt])

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

@@ -7,6 +7,7 @@ import {
   Param,
   Patch,
   Post,
+  Put,
   Query,
   Res,
   StreamableFile,
@@ -40,6 +41,7 @@ import {
   ReorderActivityTypesDto,
   UpdateActivityBoardDto,
   UpdateActivityDto,
+  UpdateActivityPrioritiesDto,
   UpdateActivityStageDto,
   UpdateActivityTypeDto,
 } from './dto';
@@ -139,6 +141,18 @@ export class ActivitiesController {
     return { ok: true };
   }
 
+  @Get('priorities')
+  listPriorities(@CurrentUser() user: Actor) {
+    return this.typesService.listPriorities(user.organizationId);
+  }
+
+  @Put('priorities')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updatePriorities(@CurrentUser() user: Actor, @Body() dto: UpdateActivityPrioritiesDto) {
+    return this.typesService.updatePriorities(user.organizationId, dto.items);
+  }
+
   @Get('types')
   listTypes(@CurrentUser() user: Actor) {
     return this.typesService.list(user.organizationId);
@@ -438,8 +452,16 @@ export class ActivitiesController {
   }
 
   @Patch(':id/complete')
-  complete(@CurrentUser() user: Actor, @Param('id') id: string) {
+  complete(
-    return this.activitiesService.complete(user.organizationId, id, user);
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Query('force') force?: string,
+    @Query('undo') undo?: string,
+  ) {
+    return this.activitiesService.complete(user.organizationId, id, user, {
+      force: force === '1' || force === 'true',
+      undo: undo === '1' || undo === 'true',
+    });
   }
 
   @Delete(':id')

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

@@ -52,6 +52,65 @@ type ActivityActor = Pick<
   'userId' | 'role' | 'priorLens' | 'priorCutoff' | 'leadsAccess' | 'teamPeerIds'
 >;
 
+function assigneeIdList(row: {
+  assigneeId?: string | null;
+  assignees?: Array<{ id: string }>;
+}): string[] {
+  const ids = row.assignees?.map((item) => item.id) ?? [];
+  if (ids.length) return [...new Set(ids)];
+  return row.assigneeId ? [row.assigneeId] : [];
+}
+
+function canForceClose(
+  actor: { userId: string; role: string },
+  createdById: string | null | undefined,
+): boolean {
+  return actor.role === 'owner' || actor.role === 'admin' || actor.userId === createdById;
+}
+
+function canMutateActivity(
+  actor: { userId: string; role: string },
+  row: {
+    createdById?: string | null;
+    editPolicy?: 'creator' | 'assignees' | null;
+    assigneeId?: string | null;
+    assignees?: Array<{ id: string }>;
+  },
+): boolean {
+  if (actor.role === 'owner' || actor.role === 'admin') return true;
+  if (row.createdById && actor.userId === row.createdById) return true;
+  if ((row.editPolicy ?? 'creator') !== 'assignees') return false;
+  return assigneeIdList(row).includes(actor.userId);
+}
+
+/** ثبت نظر / تعویق — برای همهٔ مسئولان، حتی وقتی ویرایش فقط با ایجادکننده است */
+function canCollaborateActivity(
+  actor: { userId: string; role: string },
+  row: {
+    createdById?: string | null;
+    assigneeId?: string | null;
+    assignees?: Array<{ id: string }>;
+  },
+): boolean {
+  if (actor.role === 'owner' || actor.role === 'admin') return true;
+  if (row.createdById && actor.userId === row.createdById) return true;
+  return assigneeIdList(row).includes(actor.userId);
+}
+
+/** فقط dueAt / description → تعویق و ثبت نظر */
+function isCollaboratorPatch(dto: UpdateActivityRequest): boolean {
+  const keys = Object.keys(dto).filter(
+    (key) => (dto as Record<string, unknown>)[key] !== undefined,
+  );
+  return keys.length > 0 && keys.every((key) => key === 'dueAt' || key === 'description');
+}
+
+function reconcileAllShares(assigneeIds: string[], completedByIds: string[]) {
+  const kept = [...new Set(completedByIds.filter((id) => assigneeIds.includes(id)))];
+  const done = assigneeIds.length > 0 && assigneeIds.every((id) => kept.includes(id));
+  return { status: done ? ('done' as const) : ('open' as const), completedByIds: kept };
+}
+
 /** stageId = شناسهٔ مرحله یا 'all'؛ وقتی ست باشد فیلتر زمانی وضعیت را تحمیل نمی‌کند (جز عقب‌افتاده) */
 type StageScope = { stageId: string };
 
@@ -82,6 +141,9 @@ type ActivityRow = {
   reminderNotifySms: boolean;
   reminderSentAt: Date | null;
   completedAt: Date | null;
+  completionMode?: 'any' | 'all';
+  completedByIds?: string[];
+  editPolicy?: 'creator' | 'assignees';
   importSource?: string;
   promotedFromPriorAt?: Date | null;
   tags: string[];
@@ -186,22 +248,39 @@ export class ActivitiesService {
     return { stages, types };
   }
 
+  /** کارهای بازِ «من» که سهم‌شان ثبت شده، از میز کار شخص خارج می‌شوند. */
+  private deskScope(
+    actor: ActivityActor,
+    desk?: 'mine' | 'team',
+  ): Prisma.ActivityWhereInput {
+    if (desk !== 'mine') return activityAccessWhere(actor);
+    return {
+      AND: [
+        {
+          OR: [
+            { assigneeId: actor.userId },
+            { assignees: { some: { id: actor.userId } } },
+            { participantIds: { has: actor.userId } },
+          ],
+        },
+        {
+          NOT: {
+            completionMode: 'all',
+            status: 'open',
+            completedByIds: { has: actor.userId },
+          },
+        },
+      ],
+    };
+  }
+
   async summary(
     organizationId: string,
     actor: ActivityActor,
     desk?: 'mine' | 'team',
   ): Promise<ActivitySummaryDto> {
     const { start, end } = dayBounds();
-    const scope: Prisma.ActivityWhereInput =
+    const scope = this.deskScope(actor, desk);
-      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({
@@ -534,8 +613,24 @@ export class ActivitiesService {
     const stage = await this.stages.get(organizationId, stageId);
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true, completedAt: true },
+      select: {
+        status: true,
+        completedAt: true,
+        completionMode: true,
+        completedByIds: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (
+      stage.kind === 'done' &&
+      existing?.completionMode === 'all' &&
+      assigneeIdList(existing).length > 1 &&
+      !canForceClose(actor, existing.createdById)
+    ) {
+      return this.complete(organizationId, id, actor);
+    }
     const row = await this.prisma.activity.update({
       where: { id },
       data: {
@@ -550,6 +645,9 @@ export class ActivitiesService {
             : stage.kind === 'open'
               ? null
               : undefined,
+        ...(stage.kind === 'open' && existing?.status !== 'open'
+          ? { completedByIds: [] }
+          : {}),
       },
       include,
     });
@@ -675,6 +773,9 @@ export class ActivitiesService {
         assignees: assigneeIds.length
           ? { connect: assigneeIds.map((id) => ({ id })) }
           : undefined,
+        completionMode: dto.completionMode === 'all' ? 'all' : 'any',
+        completedByIds: [],
+        editPolicy: dto.editPolicy === 'assignees' ? 'assignees' : 'creator',
         createdById: userId,
       },
       include,
@@ -743,8 +844,31 @@ export class ActivitiesService {
 
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true, type: true, typeDefId: true, fields: true, participantIds: true },
+      select: {
+        status: true,
+        type: true,
+        typeDefId: true,
+        fields: true,
+        participantIds: true,
+        completionMode: true,
+        completedByIds: true,
+        editPolicy: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (!existing) {
+      throw new ForbiddenException('شما مجوز ویرایش این فعالیت را ندارید');
+    }
+    const collabOnly = isCollaboratorPatch(dto);
+    if (collabOnly) {
+      if (!canCollaborateActivity(actor, existing)) {
+        throw new ForbiddenException('شما مجوز ثبت نظر یا تعویق این فعالیت را ندارید');
+      }
+    } else if (!canMutateActivity(actor, existing)) {
+      throw new ForbiddenException('شما مجوز ویرایش این فعالیت را ندارید');
+    }
     const data: Prisma.ActivityUncheckedUpdateInput = {};
     if (dto.title !== undefined) data.title = dto.title.trim();
     if ('boardId' in dto) {
@@ -812,6 +936,7 @@ export class ActivitiesService {
     if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
     if ('leadId' in dto) data.leadId = emptyToNull(dto.leadId ?? null);
     let assigneeConnect: Array<{ id: string }> | undefined;
+    let nextAssigneeIds: string[] | undefined;
     if (dto.assigneeIds !== undefined || 'assigneeId' in dto) {
       const current = await this.prisma.activity.findFirst({
         where: { id, organizationId },
@@ -839,6 +964,7 @@ export class ActivitiesService {
         );
         data.assigneeId = assigneeIds[0]!;
         assigneeConnect = assigneeIds.map((uid) => ({ id: uid }));
+        nextAssigneeIds = assigneeIds;
       } else {
         const assigneeId = emptyToNull(dto.assigneeId ?? null);
         if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
@@ -852,12 +978,44 @@ export class ActivitiesService {
         data.assigneeId = assigneeId;
         if (assigneeId) assigneeConnect = [{ id: assigneeId }];
         else assigneeConnect = [];
+        nextAssigneeIds = assigneeId ? [assigneeId] : [];
+      }
+    }
+    const modeChanged = dto.completionMode === 'any' || dto.completionMode === 'all';
+    const nextMode = modeChanged ? dto.completionMode! : (existing?.completionMode ?? 'any');
+    if (modeChanged) data.completionMode = nextMode;
+    if (dto.editPolicy === 'creator' || dto.editPolicy === 'assignees') {
+      data.editPolicy = dto.editPolicy;
+    }
+    const prevAssigneeIds = assigneeIdList(existing ?? {});
+    const nextIds = nextAssigneeIds ?? prevAssigneeIds;
+    const explicitDone = dto.status === 'done';
+    const explicitReopen = dto.status === 'open' && existing?.status !== 'open';
+    const explicitCancel = dto.status === 'canceled';
+    if (explicitDone) {
+      data.status = 'done';
+      data.completedAt = new Date();
+    } else if (explicitReopen) {
+      data.status = 'open';
+      data.completedAt = null;
+      data.completedByIds = [];
+    } else if (explicitCancel) {
+      data.status = 'canceled';
+    } else if (nextMode === 'any' && modeChanged) {
+      data.completedByIds = [];
+    } else if (nextMode === 'all' && (modeChanged || nextAssigneeIds)) {
+      const reconciled = reconcileAllShares(nextIds, existing?.completedByIds ?? []);
+      data.completedByIds = reconciled.completedByIds;
+      const finishedStaysFinished = existing?.status === 'done' && !nextAssigneeIds;
+      if (existing?.status !== 'canceled' && !finishedStaysFinished) {
+        if (reconciled.status === 'done' && existing?.status !== 'done') {
+          data.status = 'done';
+          data.completedAt = new Date();
+        } else if (reconciled.status === 'open' && existing?.status === 'done') {
+          data.status = 'open';
+          data.completedAt = null;
         }
       }
-    if (dto.status !== undefined) {
-      data.status = dto.status;
-      data.completedAt =
-        dto.status === 'done' ? new Date() : dto.status === 'open' ? null : undefined;
     }
 
     const row = await this.prisma.activity.update({
@@ -881,7 +1039,7 @@ export class ActivitiesService {
         addedParticipants.filter((uid) => !assigneeSet.has(uid)),
       );
     }
-    if (dto.status === 'done' && existing?.status !== 'done') {
+    if (data.status === 'done' && existing?.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
     return this.toDto(row, await this.ctx(organizationId));
@@ -891,18 +1049,74 @@ export class ActivitiesService {
     organizationId: string,
     id: string,
     actor: ActivityActor,
+    options: { force?: boolean; undo?: boolean } = {},
   ): Promise<ActivityDto> {
     await this.ensureExists(organizationId, id, actor);
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true },
+      select: {
+        status: true,
+        completionMode: true,
+        completedByIds: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (!existing) throw new NotFoundException('فعالیت پیدا نشد');
+    if (existing.status === 'canceled') {
+      throw new BadRequestException('فعالیت لغو شده است');
+    }
+
+    const assignees = assigneeIdList(existing);
+    const allowedForce = canForceClose(actor, existing.createdById);
+    if (options.force && !allowedForce) {
+      throw new ForbiddenException('بستن فعالیت برای همه فقط برای سازنده یا مدیر ممکن است');
+    }
+
+    if (options.undo) {
+      if (existing.completionMode !== 'all' || existing.status !== 'open') {
+        throw new BadRequestException('سهم انجام‌شده را فقط تا وقتی فعالیت باز است می‌توان لغو کرد');
+      }
+      const row = await this.prisma.activity.update({
+        where: { id },
+        data: {
+          completedByIds: existing.completedByIds.filter((uid) => uid !== actor.userId),
+        },
+        include,
+      });
+      return this.toDto(row, await this.ctx(organizationId));
+    }
+
+    const personal =
+      existing.completionMode === 'all' && assignees.length > 1 && !options.force;
+    if (!personal) {
       const row = await this.prisma.activity.update({
         where: { id },
         data: { status: 'done', completedAt: new Date() },
         include,
       });
-    if (existing?.status !== 'done') {
+      if (existing.status !== 'done') await this.fireDone(organizationId, row);
+      return this.toDto(row, await this.ctx(organizationId));
+    }
+
+    if (!assignees.includes(actor.userId)) {
+      throw new ForbiddenException('فقط مسئول این فعالیت می‌تواند سهم خودش را ثبت کند');
+    }
+    const reconciled = reconcileAllShares(assignees, [
+      ...existing.completedByIds,
+      actor.userId,
+    ]);
+    const row = await this.prisma.activity.update({
+      where: { id },
+      data: {
+        completedByIds: reconciled.completedByIds,
+        status: reconciled.status,
+        completedAt: reconciled.status === 'done' ? new Date() : null,
+      },
+      include,
+    });
+    if (reconciled.status === 'done' && existing.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
     return this.toDto(row, await this.ctx(organizationId));
@@ -946,6 +1160,18 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<void> {
     await this.ensureExists(organizationId, id, actor);
+    const existing = await this.prisma.activity.findFirst({
+      where: { id, organizationId },
+      select: {
+        createdById: true,
+        editPolicy: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
+    });
+    if (!existing || !canMutateActivity(actor, existing)) {
+      throw new ForbiddenException('شما مجوز حذف این فعالیت را ندارید');
+    }
     const images = await this.prisma.activityImage.findMany({
       where: { activityId: id, organizationId },
       select: { storageKey: true, sizeBytes: true },
@@ -966,6 +1192,19 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<ActivityImageDto> {
     await this.ensureExists(organizationId, activityId, actor);
+    const gate = await this.prisma.activity.findFirst({
+      where: { id: activityId, organizationId },
+      select: {
+        createdById: true,
+        editPolicy: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
+    });
+    // پیوست در مسیر ثبت نظر — مسئولان هم مجازند حتی با editPolicy=creator
+    if (!gate || !canCollaborateActivity(actor, gate)) {
+      throw new ForbiddenException('شما مجوز ثبت نظر یا پیوست برای این فعالیت را ندارید');
+    }
     if (!file?.buffer?.length) {
       throw new BadRequestException('فایلی ارسال نشده است');
     }
@@ -1060,10 +1299,27 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<void> {
     await this.ensureExists(organizationId, activityId, actor);
+    const gate = await this.prisma.activity.findFirst({
+      where: { id: activityId, organizationId },
+      select: {
+        createdById: true,
+        editPolicy: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
+    });
     const row = await this.prisma.activityImage.findFirst({
       where: { id: imageId, activityId, organizationId },
     });
     if (!row) throw new NotFoundException('فایل پیدا نشد');
+    const canMutate = !!gate && canMutateActivity(actor, gate);
+    const canRemoveOwn =
+      !!gate &&
+      canCollaborateActivity(actor, gate) &&
+      row.uploadedById === actor.userId;
+    if (!canMutate && !canRemoveOwn) {
+      throw new ForbiddenException('شما مجوز حذف این پیوست را ندارید');
+    }
     await this.files.remove(row.storageKey);
     await this.prisma.activityImage.delete({ where: { id: row.id } });
     await this.storage.addLocal(organizationId, -row.sizeBytes);
@@ -1108,16 +1364,7 @@ export class ActivitiesService {
     typeRows: TypeRow[] = [],
   ): Prisma.ActivityWhereInput {
     const { start, end } = dayBounds();
-    const scope: Prisma.ActivityWhereInput =
+    const scope = this.deskScope(actor, desk);
-      desk === 'mine'
-        ? {
-            OR: [
-              { 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 facetTitle = facets?.title?.trim();
@@ -1418,6 +1665,9 @@ export class ActivitiesService {
       reminderNotifySms: row.reminderNotifySms,
       reminderSentAt: row.reminderSentAt?.toISOString() ?? null,
       completedAt: row.completedAt?.toISOString() ?? null,
+      completionMode: row.completionMode ?? 'any',
+      completedByIds: row.completedByIds ?? [],
+      editPolicy: row.editPolicy ?? 'creator',
       importSource: row.importSource ?? 'manual',
       promotedFromPriorAt: row.promotedFromPriorAt?.toISOString() ?? null,
       tags: row.tags ?? [],

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

@@ -6,6 +6,8 @@ import type {
   ActivityFieldValue,
   ActivityFieldValues,
   ActivityParticipantsValue,
+  ActivityPriority,
+  ActivityPrioritySetting,
   ActivityStageColor,
   ActivityType,
   ActivityTypeDefDto,
@@ -17,8 +19,11 @@ import type {
 import {
   ACTIVITY_FIELD_TYPES,
   ACTIVITY_FIELD_TYPES_WITH_OPTIONS,
+  ACTIVITY_PRIORITY_KEYS,
   ACTIVITY_STAGE_COLORS,
   ACTIVITY_TYPE_ICONS,
+  DEFAULT_ACTIVITY_PRIORITY_SETTINGS,
+  parseActivityPrioritySettings,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { randomUUID } from 'node:crypto';
@@ -619,6 +624,43 @@ export class ActivityTypesService {
       : 'green';
   }
 
+  async listPriorities(organizationId: string): Promise<ActivityPrioritySetting[]> {
+    const row = await this.prisma.organization.findUnique({
+      where: { id: organizationId },
+      select: { activityPriorities: true },
+    });
+    return parseActivityPrioritySettings(row?.activityPriorities);
+  }
+
+  async updatePriorities(
+    organizationId: string,
+    items: Array<{ key: ActivityPriority; label: string; color: string }>,
+  ): Promise<ActivityPrioritySetting[]> {
+    const byKey = new Map(items.map((i) => [i.key, i]));
+    if (ACTIVITY_PRIORITY_KEYS.some((k) => !byKey.has(k))) {
+      throw new BadRequestException('هر پنج سطح اولویت باید ارسال شوند');
+    }
+    const hex = /^#[0-9a-fA-F]{6}$/;
+    const stored: Record<string, { label: string; color: string }> = {};
+    for (const key of ACTIVITY_PRIORITY_KEYS) {
+      const item = byKey.get(key)!;
+      const label = item.label.trim().slice(0, 40);
+      const color = item.color.trim();
+      if (!label) throw new BadRequestException(`عنوان اولویت «${key}» خالی است`);
+      if (!hex.test(color)) throw new BadRequestException(`رنگ اولویت «${key}» نامعتبر است`);
+      const def = DEFAULT_ACTIVITY_PRIORITY_SETTINGS.find((d) => d.key === key)!;
+      // فقط تفاوت با پیش‌فرض را نگه می‌داریم تا JSON جمع‌وجور بماند
+      if (label !== def.label || color.toLowerCase() !== def.color.toLowerCase()) {
+        stored[key] = { label, color };
+      }
+    }
+    await this.prisma.organization.update({
+      where: { id: organizationId },
+      data: { activityPriorities: stored as Prisma.InputJsonValue },
+    });
+    return parseActivityPrioritySettings(stored);
+  }
+
   private mapError(e: unknown) {
     if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
       return new BadRequestException('نوع فعالیتی با این نام وجود دارد');

apps/api/src/activities/dto.ts

@@ -9,11 +9,13 @@ import {
   IsObject,
   IsOptional,
   IsString,
+  Matches,
   Max,
   MaxLength,
   Min,
   MinLength,
   ValidateIf,
+  ValidateNested,
 } from 'class-validator';
 import type { ActivityFieldDef, ActivityFieldValues, ActivityTypeIcon } from '@mento/shared';
 import { ACTIVITY_TYPE_ICONS } from '@mento/shared';
@@ -384,6 +386,14 @@ export class CreateActivityDto {
   @IsArray()
   @IsString({ each: true })
   assigneeIds?: string[];
+
+  @IsOptional()
+  @IsIn(['any', 'all'])
+  completionMode?: 'any' | 'all';
+
+  @IsOptional()
+  @IsIn(['creator', 'assignees'])
+  editPolicy?: 'creator' | 'assignees';
 }
 
 export class UpdateActivityDto {
@@ -484,4 +494,35 @@ export class UpdateActivityDto {
   @IsArray()
   @IsString({ each: true })
   assigneeIds?: string[];
+
+  @IsOptional()
+  @IsIn(['any', 'all'])
+  completionMode?: 'any' | 'all';
+
+  @IsOptional()
+  @IsIn(['creator', 'assignees'])
+  editPolicy?: 'creator' | 'assignees';
+}
+
+const PRIORITY_KEYS = ['very_low', 'low', 'medium', 'high', 'very_high'] as const;
+
+export class ActivityPriorityItemDto {
+  @IsIn(PRIORITY_KEYS)
+  key!: (typeof PRIORITY_KEYS)[number];
+
+  @IsString()
+  @MinLength(1)
+  @MaxLength(40)
+  label!: string;
+
+  @IsString()
+  @Matches(/^#[0-9a-fA-F]{6}$/)
+  color!: string;
+}
+
+export class UpdateActivityPrioritiesDto {
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => ActivityPriorityItemDto)
+  items!: ActivityPriorityItemDto[];
 }

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

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

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

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

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

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

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

@@ -105,29 +105,33 @@ export function resolveAllSectionAccess(input: {
   return out;
 }
 
+/** ابعاد پرشدهٔ یک قانون با OR؛ خالی = null */
+function unionFacets<T>(facets: T[]): T | { OR: T[] } | null {
+  if (!facets.length) return null;
+  return facets.length === 1 ? facets[0]! : { OR: facets };
+}
+
 export function buildContactRuleWhere(
   rule: DataAccessRule,
   ctx: { userId: string; teamPeerIds: string[] | null },
 ): Prisma.PersonWhereInput | null {
-  const and: Prisma.PersonWhereInput[] = [];
+  const facets: Prisma.PersonWhereInput[] = [];
-  const ids = ownerIdList(rule, ctx);
   if (rule.owners?.length) {
-    if (!ids.length) return null;
+    const ids = ownerIdList(rule, ctx);
-    and.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
+    if (ids.length) {
+      facets.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
     }
-  if (rule.groupIds?.length) {
-    and.push({ groupLinks: { some: { groupId: { in: rule.groupIds } } } });
   }
+  // groupIds دیگر فیلتر دسترسی نیست؛ دید گروه فقط از مسئول‌گروه (personViaGroupAssignee)
   if (rule.sources?.length) {
-    and.push({
+    facets.push({
       OR: [{ importSource: { in: rule.sources } }, { sourceRef: { in: rule.sources } }],
     });
   }
   if (rule.moods?.length) {
-    and.push({ mood: { in: rule.moods } });
+    facets.push({ mood: { in: rule.moods } });
   }
-  if (!and.length) return null;
+  return unionFacets(facets);
-  return and.length === 1 ? and[0]! : { AND: and };
 }
 
 function orParts<T>(parts: T[]): T | { OR: T[] } | { id: string } {
@@ -135,6 +139,23 @@ function orParts<T>(parts: T[]): T | { OR: T[] } | { id: string } {
   return parts.length === 1 ? parts[0]! : { OR: parts };
 }
 
+/** اعضای گروه‌هایی که کاربر مسئولشان است */
+function personViaGroupAssignee(userId: string): Prisma.PersonWhereInput {
+  return {
+    groupLinks: {
+      some: { group: { assignees: { some: { id: userId } } } },
+    },
+  };
+}
+
+function companyViaGroupAssignee(userId: string): Prisma.CompanyWhereInput {
+  return {
+    groupLinks: {
+      some: { group: { assignees: { some: { id: userId } } } },
+    },
+  };
+}
+
 export function customersPersonWhere(
   actor: Pick<Actor, 'userId' | 'role' | 'customersAccess' | 'teamPeerIds'>,
 ): Prisma.PersonWhereInput {
@@ -149,6 +170,8 @@ export function customersPersonWhere(
     });
     if (w) parts.push(w);
   }
+  // مسئول گروه: اتحاد با محدودیت نقش (مالک خودم یا عضو گروه تحت مسئولیت)
+  parts.push(personViaGroupAssignee(actor.userId));
   return orParts(parts);
 }
 
@@ -160,34 +183,28 @@ export function customersCompanyWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.CompanyWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.CompanyWhereInput[] = [];
+    // حال مشتری روی شرکت معنا ندارد؛ فقط مالک/منبع
+    if (rule.moods?.length && !rule.owners?.length && !rule.sources?.length) continue;
+    const facets: Prisma.CompanyWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
+        facets.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
       }
-    if (rule.groupIds?.length) {
-      and.push({ groupLinks: { some: { groupId: { in: rule.groupIds } } } });
     }
+    // groupIds دیگر فیلتر دسترسی نیست؛ دید گروه فقط از مسئول‌گروه (companyViaGroupAssignee)
     if (rule.sources?.length) {
-      and.push({
+      facets.push({
         OR: [{ importSource: { in: rule.sources } }, { sourceRef: { in: rule.sources } }],
       });
     }
-    if (
+    const w = unionFacets(facets);
-      rule.moods?.length &&
+    if (w) parts.push(w);
-      !rule.owners?.length &&
-      !rule.groupIds?.length &&
-      !rule.sources?.length
-    ) {
-      continue;
-    }
-    if (!and.length) continue;
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
   }
+  parts.push(companyViaGroupAssignee(actor.userId));
   return orParts(parts);
 }
 
@@ -199,27 +216,28 @@ export function leadsDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.LeadWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.LeadWhereInput[] = [];
+    const facets: Prisma.LeadWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
+        facets.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
+      }
     }
     if (rule.stageIds?.length) {
-      and.push({ stageId: { in: rule.stageIds } });
+      facets.push({ stageId: { in: rule.stageIds } });
     }
     if (rule.sources?.length) {
-      and.push({
+      facets.push({
         OR: rule.sources.map((s) => ({
           source: { equals: s, mode: 'insensitive' as const },
         })),
       });
     }
-    if (!and.length) continue;
+    const w = unionFacets(facets);
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+    if (w) parts.push(w);
   }
   return orParts(parts);
 }
@@ -232,28 +250,29 @@ export function dealsDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.DealWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.DealWhereInput[] = [];
+    const facets: Prisma.DealWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push({
+        facets.push({
           OR: [
             { ownerId: { in: ids } },
             { assignees: { some: { id: { in: ids } } } },
           ],
         });
       }
+    }
     if (rule.pipelineIds?.length) {
-      and.push({ pipelineId: { in: rule.pipelineIds } });
+      facets.push({ pipelineId: { in: rule.pipelineIds } });
     }
     if (rule.stageIds?.length) {
-      and.push({ stageId: { in: rule.stageIds } });
+      facets.push({ stageId: { in: rule.stageIds } });
     }
-    if (!and.length) continue;
+    const w = unionFacets(facets);
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+    if (w) parts.push(w);
   }
   return orParts(parts);
 }
@@ -266,14 +285,14 @@ export function activitiesDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.ActivityWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.ActivityWhereInput[] = [];
+    const facets: Prisma.ActivityWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push({
+        facets.push({
           OR: [
             { assigneeId: { in: ids } },
             { assignees: { some: { id: { in: ids } } } },
@@ -281,17 +300,18 @@ export function activitiesDeepWhere(
           ],
         });
       }
+    }
     if (rule.boardIds?.length) {
-      and.push({ boardId: { in: rule.boardIds } });
+      facets.push({ boardId: { in: rule.boardIds } });
     }
     if (rule.stageIds?.length) {
-      and.push({ stageId: { in: rule.stageIds } });
+      facets.push({ stageId: { in: rule.stageIds } });
     }
     if (rule.typeIds?.length) {
-      and.push({ typeDefId: { in: rule.typeIds } });
+      facets.push({ typeDefId: { in: rule.typeIds } });
     }
-    if (!and.length) continue;
+    const w = unionFacets(facets);
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+    if (w) parts.push(w);
   }
   return orParts(parts);
 }
@@ -310,14 +330,14 @@ export function notesDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return personalGate;
   const parts: Prisma.NoteWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.NoteWhereInput[] = [];
+    const facets: Prisma.NoteWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push({
+        facets.push({
           OR: [
             { authorId: { in: ids } },
             {
@@ -333,11 +353,12 @@ export function notesDeepWhere(
           ],
         });
       }
-    if (rule.sources?.length) {
-      and.push({ noteType: { in: rule.sources } });
     }
-    if (!and.length) continue;
+    if (rule.sources?.length) {
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+      facets.push({ noteType: { in: rule.sources } });
+    }
+    const w = unionFacets(facets);
+    if (w) parts.push(w);
   }
   return {
     AND: [personalGate, orParts(parts)],
@@ -352,26 +373,27 @@ export function ticketsDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.TicketWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.TicketWhereInput[] = [];
+    const facets: Prisma.TicketWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push({
+        facets.push({
           OR: [{ assigneeId: { in: ids } }, { reporterId: { in: ids } }],
         });
       }
+    }
     if (rule.sources?.length) {
-      and.push({
+      facets.push({
         status: {
           in: rule.sources as Array<'open' | 'in_progress' | 'waiting' | 'resolved' | 'closed'>,
         },
       });
     }
-    if (!and.length) continue;
+    const w = unionFacets(facets);
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+    if (w) parts.push(w);
   }
   return orParts(parts);
 }
@@ -384,28 +406,29 @@ export function projectsDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.ProjectCardWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.ProjectCardWhereInput[] = [];
+    const facets: Prisma.ProjectCardWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push({
+        facets.push({
           OR: [
             { ownerId: { in: ids } },
             { assignees: { some: { id: { in: ids } } } },
           ],
         });
       }
+    }
     if (rule.boardIds?.length) {
-      and.push({ boardId: { in: rule.boardIds } });
+      facets.push({ boardId: { in: rule.boardIds } });
     }
     if (rule.stageIds?.length) {
-      and.push({ stageId: { in: rule.stageIds } });
+      facets.push({ stageId: { in: rule.stageIds } });
     }
-    if (!and.length) continue;
+    const w = unionFacets(facets);
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+    if (w) parts.push(w);
   }
   return orParts(parts);
 }
@@ -418,20 +441,21 @@ export function routinesDeepWhere(
   if (!sectionHasDataAccessLimits(section)) return {};
   const parts: Prisma.RoutineTaskWhereInput[] = [];
   for (const rule of section.rules ?? []) {
-    const and: Prisma.RoutineTaskWhereInput[] = [];
+    const facets: Prisma.RoutineTaskWhereInput[] = [];
     if (rule.owners?.length) {
       const ids = ownerIdList(rule, {
         userId: actor.userId,
         teamPeerIds: actor.teamPeerIds ?? null,
       });
-      if (!ids.length) continue;
+      if (ids.length) {
-      and.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
+        facets.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
+      }
     }
     if (rule.typeIds?.length) {
-      and.push({ categoryId: { in: rule.typeIds } });
+      facets.push({ categoryId: { in: rule.typeIds } });
     }
-    if (!and.length) continue;
+    const w = unionFacets(facets);
-    parts.push(and.length === 1 ? and[0]! : { AND: and });
+    if (w) parts.push(w);
   }
   return orParts(parts);
 }
@@ -449,9 +473,14 @@ export function sectionOwnerIdUnion(
     if (rule.owners?.length) {
       sawOwnerRule = true;
       for (const id of ownerIdList(rule, ctx)) ids.add(id);
-    } else if (rule.groupIds?.length || rule.sources?.length || rule.moods?.length ||
+    } else if (
-      rule.stageIds?.length || rule.pipelineIds?.length || rule.boardIds?.length ||
+      rule.sources?.length ||
-      rule.typeIds?.length) {
+      rule.moods?.length ||
+      rule.stageIds?.length ||
+      rule.pipelineIds?.length ||
+      rule.boardIds?.length ||
+      rule.typeIds?.length
+    ) {
       sawNonOwnerRule = true;
     }
   }

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

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

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

@@ -60,6 +60,7 @@ export function selectMonthBirthdays(people: BirthdayRow[], now = new Date(), pr
   const upcoming = matched.filter((row) => row.day >= today.jd).sort(byDay);
   const passed = matched.filter((row) => row.day < today.jd).sort(byDay);
   return {
+    year: today.jy,
     month: today.jm,
     monthName: jalaliMonthName(today.jm),
     today: today.jd,

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

@@ -112,9 +112,13 @@ export class CompaniesService {
       ...(groupIds.length ? [{ groupLinks: { some: { groupId: { in: groupIds } } } }] : []),
     ];
     const where: Prisma.CompanyWhereInput = {
+      AND: [
+        {
           organizationId: actor.organizationId,
           ...customersCompanyWhere(actor),
-      ...(and.length ? { AND: and } : {}),
+        },
+        ...and,
+      ],
     };
 
     const [rows, total] = await this.prisma.$transaction([
@@ -165,6 +169,7 @@ export class CompaniesService {
       fromTahesab: Boolean(g.tahesabGid),
       personCount: 0,
       companyCount: countMap.get(g.id) ?? 0,
+      assignees: [],
     }));
   }
 

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

@@ -3,6 +3,7 @@ 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 { NotificationsModule } from '../notifications/notifications.module';
 import { CompaniesController } from './companies.controller';
 import { CompaniesService } from './companies.service';
 import { PeopleController } from './people.controller';
@@ -20,6 +21,7 @@ import { CustomerGroupsModule } from '../customer-groups/customer-groups.module'
     PublicApiModule,
     BehaviorModule,
     CustomerGroupsModule,
+    NotificationsModule,
   ],
   controllers: [PeopleController, CompaniesController],
   providers: [PeopleService, CompaniesService, ContactsExcelService, SameMobileMergeService],

apps/api/src/contacts/dto.ts

@@ -23,6 +23,11 @@ export class BirthdaySmsDto {
   @MinLength(1)
   @MaxLength(500)
   text!: string;
+
+  /** تأیید ارسال مجدد وقتی قبلاً مسئول دیگری تبریک فرستاده */
+  @IsOptional()
+  @IsBoolean()
+  force?: boolean;
 }
 
 export class BulkDeletePeopleDto {

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

@@ -139,6 +139,7 @@ export class PeopleController {
   }
 
   @Get('birthdays')
+  @RequirePermission('customers', { reads: true })
   birthdays(@CurrentUser() user: Actor) {
     return this.peopleService.birthdaysThisMonth(user);
   }
@@ -171,7 +172,7 @@ export class PeopleController {
     @Param('id') id: string,
     @Body() dto: BirthdaySmsDto,
   ) {
-    return this.peopleService.sendBirthdaySms(user, id, dto.text);
+    return this.peopleService.sendBirthdaySms(user, id, dto.text, Boolean(dto.force));
   }
 
   @Get(':id')

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

@@ -22,6 +22,7 @@ import {
   FILTERED_IDS_MAX,
   PERSON_MOODS,
   applyPersonGenderTitle,
+  canViewAllRecords,
   splitPersonHonorific,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
@@ -48,6 +49,7 @@ import {
 import { actorCanAssignToOthers, assertAssigneeSet } from '../common/assign-access';
 import { LoyaltyService } from '../loyalty/loyalty.service';
 import { AutomationsService } from '../automations/automations.service';
+import { NotificationsService } from '../notifications/notifications.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
 import { WebhooksService } from '../public-api/webhooks.service';
 import { GamificationService } from '../gamification/gamification.service';
@@ -157,6 +159,7 @@ export class PeopleService implements OnModuleInit {
     private readonly outboundSms: OutboundSmsLogService,
     private readonly behaviorAccess: BehaviorAccessService,
     private readonly groups: CustomerGroupsService,
+    private readonly notifications: NotificationsService,
   ) {}
 
   private personListWhere(
@@ -216,13 +219,27 @@ export class PeopleService implements OnModuleInit {
     }
     const disc = discFilter(opts?.disc);
     if (disc) and.push(disc);
-    if (groupIds.length) and.push({ groupLinks: { some: { groupId: { in: groupIds } } } });
+    // گروه / منبع / حال: اتحاد (هر بُعد کافی است)؛ داخل هر بُعد چند مقدار با in = OR
+    const facets: Prisma.PersonWhereInput[] = [];
+    if (groupIds.length) {
+      facets.push({ groupLinks: { some: { groupId: { in: groupIds } } } });
+    }
+    if (moods.length) {
+      facets.push({ mood: { in: moods } });
+    }
+    if (sources.length) {
+      facets.push({ importSource: { in: sources } });
+    }
+    if (facets.length === 1) and.push(facets[0]!);
+    else if (facets.length > 1) and.push({ OR: facets });
     return {
+      AND: [
+        {
           organizationId: actor.organizationId,
           ...customersPersonWhere(actor),
-      ...(moods.length ? { mood: { in: moods } } : {}),
+        },
-      ...(sources.length ? { importSource: { in: sources } } : {}),
+        ...and,
-      ...(and.length ? { AND: and } : {}),
+      ],
     };
   }
 
@@ -345,6 +362,7 @@ export class PeopleService implements OnModuleInit {
       fromTahesab: Boolean(g.tahesabGid),
       personCount: countMap.get(g.id) ?? 0,
       companyCount: 0,
+      assignees: [],
     }));
   }
 
@@ -680,8 +698,8 @@ export class PeopleService implements OnModuleInit {
     const rows = await this.prisma.person.findMany({
       where: {
         organizationId: actor.organizationId,
-        ownerId: actor.userId,
         birthDate: { not: null },
+        ...customersPersonWhere(actor),
       },
       select: {
         id: true,
@@ -728,13 +746,17 @@ export class PeopleService implements OnModuleInit {
     };
   }
 
-  async sendBirthdaySms(actor: Actor, personId: string, text: string) {
+  async sendBirthdaySms(actor: Actor, personId: string, text: string, force = false) {
     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 },
+      where: {
+        id: personId,
+        organizationId: actor.organizationId,
+        ...customersPersonWhere(actor),
+      },
       select: {
         id: true,
         firstName: true,
@@ -744,11 +766,29 @@ export class PeopleService implements OnModuleInit {
         ownerId: true,
         birthDate: true,
         company: { select: { name: true } },
+        groupLinks: {
+          select: {
+            group: {
+              select: {
+                assignees: { select: { id: true, fullName: true } },
+              },
+            },
+          },
+        },
       },
     });
     if (!person) throw new NotFoundException('مشتری پیدا نشد');
-    if (person.ownerId !== actor.userId) {
+    const assigneeIds = new Set(
-      throw new ForbiddenException('فقط مسئول این مشتری می‌تواند پیامک تبریک بفرستد.');
+      person.groupLinks.flatMap((link) => link.group.assignees.map((a) => a.id)),
+    );
+    const canSend =
+      canViewAllRecords(actor.role) ||
+      person.ownerId === actor.userId ||
+      assigneeIds.has(actor.userId);
+    if (!canSend) {
+      throw new ForbiddenException(
+        'فقط مالک مشتری یا مسئول گروه او می‌تواند پیامک تبریک بفرستد.',
+      );
     }
     if (!person.birthDate) {
       throw new BadRequestException('برای این مشتری تاریخ تولد ثبت نشده است.');
@@ -770,6 +810,32 @@ export class PeopleService implements OnModuleInit {
     const mobile = person.mobile || person.phone;
     if (!mobile) throw new BadRequestException('برای این مشتری شماره موبایل ثبت نشده است.');
     const fullName = `${person.firstName} ${person.lastName}`.trim();
+    const birthdayKey = `birthday:${inMonth.year}-${inMonth.month}`;
+    if (!force) {
+      const prior = await this.prisma.outboundSmsLog.findFirst({
+        where: {
+          organizationId: actor.organizationId,
+          personId: person.id,
+          status: 'sent',
+          sourceId: birthdayKey,
+          NOT: { actorUserId: actor.userId },
+        },
+        orderBy: { createdAt: 'desc' },
+        select: { actorUserId: true },
+      });
+      if (prior) {
+        const priorUser = prior.actorUserId
+          ? await this.prisma.user.findFirst({
+              where: { id: prior.actorUserId },
+              select: { fullName: true },
+            })
+          : null;
+        const who = priorUser?.fullName?.trim() || 'مسئول دیگری';
+        throw new ConflictException(
+          `${who} قبلاً پیامک تبریک این مشتری را فرستاده است. آیا می‌خواهید دوباره بفرستید؟`,
+        );
+      }
+    }
     const message = renderSmsText(body, {
       name: fullName,
       phone: mobile,
@@ -789,6 +855,7 @@ export class PeopleService implements OnModuleInit {
       mobile,
       body: message,
       source: 'manual',
+      sourceId: birthdayKey,
       status: result.ok ? 'sent' : 'failed',
       error: result.ok ? null : result.reason,
       actorUserId: actor.userId,
@@ -802,6 +869,28 @@ export class PeopleService implements OnModuleInit {
             : 'پیامک ارسال نشد. کمی بعد دوباره تلاش کنید.',
       );
     }
+    const senderName = (
+      await this.prisma.user.findFirst({
+        where: { id: actor.userId },
+        select: { fullName: true },
+      })
+    )?.fullName?.trim() || 'یکی از مسئولان';
+    const peers = [...assigneeIds].filter((id) => id !== actor.userId);
+    await Promise.all(
+      peers.map((userId) =>
+        this.notifications.create({
+          organizationId: actor.organizationId,
+          userId,
+          type: 'birthday_sms_sent',
+          title: 'پیامک تبریک تولد ارسال شد',
+          body: `${senderName} برای «${fullName}» پیامک تبریک فرستاد. اگر لازم است می‌توانید دوباره بفرستید.`,
+          link: `/contacts/people/${person.id}`,
+          entityType: 'person',
+          entityId: person.id,
+          dedupe: false,
+        }),
+      ),
+    );
     return { ok: true };
   }
 

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

@@ -8,7 +8,14 @@ import {
   Post,
   UseGuards,
 } from '@nestjs/common';
-import { IsIn, IsOptional, IsString, MaxLength, MinLength } from 'class-validator';
+import {
+  IsArray,
+  IsIn,
+  IsOptional,
+  IsString,
+  MaxLength,
+  MinLength,
+} from 'class-validator';
 import { CUSTOMER_GROUP_COLORS, type CustomerGroupColor } from '@mento/shared';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { RolesGuard } from '../auth/roles.guard';
@@ -26,6 +33,11 @@ class CreateCustomerGroupDto {
   @IsOptional()
   @IsIn([...CUSTOMER_GROUP_COLORS])
   color?: CustomerGroupColor;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  assigneeIds?: string[];
 }
 
 class UpdateCustomerGroupDto {
@@ -43,6 +55,11 @@ class UpdateCustomerGroupDto {
   @IsOptional()
   @IsString()
   parentId?: string | null;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  assigneeIds?: string[];
 }
 
 @Controller('customer-groups')

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

@@ -51,26 +51,21 @@ export class CustomerGroupsService {
       include: {
         _count: { select: { people: true, companies: true } },
         parent: { select: { name: true } },
+        assignees: { select: { id: true, fullName: true }, orderBy: { fullName: 'asc' } },
       },
     });
-    return rows.map((r) => ({
+    return rows.map((r) => this.toDto(r));
-      id: r.id,
-      name: r.name,
-      color: r.color,
-      position: r.position,
-      fromTahesab: Boolean(r.tahesabGid),
-      personCount: r._count.people,
-      companyCount: r._count.companies,
-      parentId: r.parentId,
-      parentName: r.parent?.name ?? null,
-    }));
   }
 
   async create(
     organizationId: string,
-    dto: { name: string; color?: CustomerGroupColor },
+    dto: { name: string; color?: CustomerGroupColor; assigneeIds?: string[] },
   ): Promise<CustomerGroupDto> {
     const name = this.cleanName(dto.name);
+    const assigneeIds =
+      dto.assigneeIds !== undefined
+        ? await this.validAssigneeIds(organizationId, dto.assigneeIds)
+        : [];
     const max = await this.prisma.customerGroup.aggregate({
       where: { organizationId },
       _max: { position: true },
@@ -82,6 +77,9 @@ export class CustomerGroupsService {
           name,
           color: this.cleanColor(dto.color),
           position: (max._max.position ?? -1) + 1,
+          ...(assigneeIds.length
+            ? { assignees: { connect: assigneeIds.map((id) => ({ id })) } }
+            : {}),
         },
       });
     } catch (e) {
@@ -93,7 +91,12 @@ export class CustomerGroupsService {
   async update(
     organizationId: string,
     id: string,
-    dto: { name?: string; color?: CustomerGroupColor; parentId?: string | null },
+    dto: {
+      name?: string;
+      color?: CustomerGroupColor;
+      parentId?: string | null;
+      assigneeIds?: string[];
+    },
   ): Promise<CustomerGroupDto> {
     await this.require(organizationId, id);
     const parentId =
@@ -101,6 +104,10 @@ export class CustomerGroupsService {
     if (parentId !== undefined) {
       await this.assertParent(organizationId, id, parentId);
     }
+    const assigneeIds =
+      dto.assigneeIds !== undefined
+        ? await this.validAssigneeIds(organizationId, dto.assigneeIds)
+        : undefined;
     try {
       await this.prisma.customerGroup.update({
         where: { id },
@@ -108,6 +115,9 @@ export class CustomerGroupsService {
           ...(dto.name != null ? { name: this.cleanName(dto.name) } : {}),
           ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
           ...(parentId !== undefined ? { parentId } : {}),
+          ...(assigneeIds !== undefined
+            ? { assignees: { set: assigneeIds.map((uid) => ({ id: uid })) } }
+            : {}),
         },
       });
     } catch (e) {
@@ -317,6 +327,48 @@ export class CustomerGroupsService {
     return link?.group.name ?? null;
   }
 
+  private toDto(r: {
+    id: string;
+    name: string;
+    color: string;
+    position: number;
+    tahesabGid: string | null;
+    parentId: string | null;
+    parent?: { name: string } | null;
+    _count: { people: number; companies: number };
+    assignees: Array<{ id: string; fullName: string }>;
+  }): CustomerGroupDto {
+    return {
+      id: r.id,
+      name: r.name,
+      color: r.color,
+      position: r.position,
+      fromTahesab: Boolean(r.tahesabGid),
+      personCount: r._count.people,
+      companyCount: r._count.companies,
+      parentId: r.parentId,
+      parentName: r.parent?.name ?? null,
+      assignees: r.assignees.map((a) => ({ id: a.id, fullName: a.fullName })),
+    };
+  }
+
+  private async validAssigneeIds(organizationId: string, ids: string[]): Promise<string[]> {
+    const unique = [...new Set((ids ?? []).map((id) => id?.trim()).filter(Boolean))];
+    if (!unique.length) return [];
+    const rows = await this.prisma.user.findMany({
+      where: {
+        id: { in: unique },
+        isActive: true,
+        memberships: { some: { organizationId, isActive: true } },
+      },
+      select: { id: true },
+    });
+    if (rows.length !== unique.length) {
+      throw new BadRequestException('یکی از مسئولان انتخاب‌شده معتبر نیست');
+    }
+    return rows.map((r) => r.id);
+  }
+
   private async require(organizationId: string, id: string) {
     const row = await this.prisma.customerGroup.findFirst({
       where: { id, organizationId },

apps/api/src/integrations/tahesab/__tests__/tahesab-unit.check.ts

@@ -1,4 +1,11 @@
 import { createCipheriv, createDecipheriv, randomBytes } from 'crypto';
+import {
+  pickAddress,
+  pickCity,
+  pickNationalId,
+  pickRasteh,
+  tahesabProfilePatch,
+} from '../moshtari-profile';
 import {
   assertFactorCode,
   buildFactorCode,
@@ -116,12 +123,52 @@ function testSanadBuilders() {
   assert(bank[12] === fc, 'bank factor index');
 }
 
+function testMoshtariProfile() {
+  const row = {
+    CodeMelli: '00112312311',
+    Address: 'خیابان ولیعصر',
+    City: 'تهران',
+    Rasteh: 2,
+    BDate: null,
+  };
+  assert(pickNationalId(row) === '00112312311', 'national id');
+  assert(pickAddress(row) === 'خیابان ولیعصر', 'address');
+  assert(pickCity(row) === 'تهران', 'city');
+  assert(pickRasteh(row) === 2, 'rasteh');
+  assert(pickNationalId({ CodeMelli: '-1' }) == null, 'skip -1 national');
+
+  const patch = tahesabProfilePatch(row, {
+    birthDate: null,
+    addresses: [],
+    customFields: { keep: true },
+  });
+  assert(Array.isArray(patch.addresses) && patch.addresses[0] === 'خیابان ولیعصر، تهران', 'addr+city');
+  const fields = patch.customFields as Record<string, unknown>;
+  assert(fields.nationalId === '00112312311', 'cf national');
+  assert(fields.city === 'تهران', 'cf city');
+  assert(fields.rasteh === 2, 'cf rasteh');
+  assert(fields.keep === true, 'cf merge');
+
+  const emptyKeep = tahesabProfilePatch(
+    { CodeMelli: '', Address: '', City: '', Rasteh: '' },
+    {
+      birthDate: new Date('2000-01-01'),
+      addresses: ['قدیمی'],
+      customFields: { nationalId: '111' },
+    },
+  );
+  assert(emptyKeep.addresses == null, 'empty does not wipe address');
+  assert(emptyKeep.customFields == null, 'empty does not wipe custom');
+  assert(emptyKeep.birthDate == null, 'existing birth kept');
+}
+
 function main() {
   testCryptoRoundtrip();
   testFactorCode();
   testMobile();
   testMandehNormalize();
   testSanadBuilders();
+  testMoshtariProfile();
   console.log('tahesab unit checks: OK');
 }
 

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

@@ -205,6 +205,12 @@ export class SyncGroupsPageDto {
   pageSize?: number;
 }
 
+/** اجرای دستی همگام‌سازی همهٔ مشتریان (وارد + به‌روز کردن لینک‌شده‌ها) */
+export class SyncAllCustomersDto {
+  @IsString()
+  connectionId!: string;
+}
+
 export class ExportPeopleToTahesabDto {
   @IsString()
   connectionId!: string;

apps/api/src/integrations/tahesab/moshtari-profile.ts

@@ -0,0 +1,113 @@
+import { Prisma } from '@prisma/client';
+import { parseBirthDate } from '../../common/excel';
+
+export function pickBirthDate(row: Record<string, unknown>): Date | null {
+  const raw =
+    row.BDate ??
+    row.bDate ??
+    row.Tarikh_Tavalod ??
+    row.tarikh_tavalod ??
+    row.BirthDate;
+  if (raw == null) return null;
+  return parseBirthDate(String(raw));
+}
+
+function trimStr(raw: unknown): string | null {
+  if (raw == null) return null;
+  const s = String(raw).trim();
+  if (!s || s === '-1') return null;
+  return s;
+}
+
+/** کد ملی از پاسخ لیست مشتری ته‌حساب */
+export function pickNationalId(row: Record<string, unknown>): string | null {
+  return (
+    trimStr(row.CodeMelli) ??
+    trimStr(row.CodeMeli) ??
+    trimStr(row.codeMeli) ??
+    trimStr(row.NationalId) ??
+    null
+  );
+}
+
+export function pickAddress(row: Record<string, unknown>): string | null {
+  return trimStr(row.Address) ?? trimStr(row.address) ?? null;
+}
+
+export function pickCity(row: Record<string, unknown>): string | null {
+  return trimStr(row.City) ?? trimStr(row.city) ?? trimStr(row.Shahr) ?? null;
+}
+
+/** رسته حساب در ته‌حساب (عدد یا رشته) */
+export function pickRasteh(row: Record<string, unknown>): string | number | null {
+  const raw = row.Rasteh ?? row.rasteh ?? row.Raste;
+  if (raw == null || raw === '') return null;
+  if (typeof raw === 'number' && Number.isFinite(raw)) return raw;
+  const s = String(raw).trim();
+  if (!s || s === '-1') return null;
+  const n = Number(s);
+  return Number.isFinite(n) && String(n) === s ? n : s;
+}
+
+function asCustomFieldRecord(raw: unknown): Record<string, unknown> {
+  if (raw && typeof raw === 'object' && !Array.isArray(raw)) {
+    return { ...(raw as Record<string, unknown>) };
+  }
+  return {};
+}
+
+function asAddressList(raw: unknown): string[] {
+  if (!Array.isArray(raw)) return [];
+  return raw
+    .map((a) => (typeof a === 'string' ? a.trim() : ''))
+    .filter(Boolean);
+}
+
+/**
+ * فیلدهای پروفایل قابل‌دریافت از DoListMoshtari را روی شخص می‌نشاند.
+ * مقدار خالی ته‌حساب، دادهٔ موجود CRM را پاک نمی‌کند.
+ */
+export function tahesabProfilePatch(
+  row: Record<string, unknown>,
+  existing: {
+    birthDate: Date | null;
+    addresses: unknown;
+    customFields: unknown;
+  },
+): Prisma.PersonUpdateInput {
+  const data: Prisma.PersonUpdateInput = {};
+  const birthDate = pickBirthDate(row);
+  if (!existing.birthDate && birthDate) data.birthDate = birthDate;
+
+  const address = pickAddress(row);
+  const city = pickCity(row);
+  if (address) {
+    const line = city ? `${address}، ${city}` : address;
+    data.addresses = [line] as Prisma.InputJsonValue;
+  } else if (city && asAddressList(existing.addresses).length === 0) {
+    data.addresses = [city] as Prisma.InputJsonValue;
+  }
+
+  const fields = asCustomFieldRecord(existing.customFields);
+  let fieldsChanged = false;
+  const nationalId = pickNationalId(row);
+  if (nationalId) {
+    fields.nationalId = nationalId;
+    fieldsChanged = true;
+  }
+  if (city) {
+    fields.city = city;
+    fieldsChanged = true;
+  }
+  if (address) {
+    fields.address = address;
+    fieldsChanged = true;
+  }
+  const rasteh = pickRasteh(row);
+  if (rasteh != null) {
+    fields.rasteh = rasteh;
+    fieldsChanged = true;
+  }
+  if (fieldsChanged) data.customFields = fields as Prisma.InputJsonValue;
+  return data;
+}

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

@@ -26,8 +26,9 @@ import {
   SearchTahesabDto,
   SyncGroupsPageDto,
 } from './dto';
-import { formatJalaliDate, parseBirthDate } from '../../common/excel';
+import { formatJalaliDate } from '../../common/excel';
 import { CustomerGroupsService } from '../../customer-groups/customer-groups.service';
+import { pickBirthDate, tahesabProfilePatch } from './moshtari-profile';
 import { normalizeIranMobile, SanadBuilders, type TahesabApi } from './tahesab-methods';
 
 /** موبایل ته‌حساب را به شکل 0912… ذخیره می‌کند، حتی اگر قبلاً 912… یا +98912… بوده باشد. */
@@ -83,17 +84,6 @@ function pickTel(row: Record<string, unknown>): string {
   return String(row.Tel ?? row.Phone ?? row.Mobile ?? row.tel ?? '');
 }
 
-function pickBirthDate(row: Record<string, unknown>): Date | null {
-  const raw =
-    row.BDate ??
-    row.bDate ??
-    row.Tarikh_Tavalod ??
-    row.tarikh_tavalod ??
-    row.BirthDate;
-  if (raw == null) return null;
-  return parseBirthDate(String(raw));
-}
-
 function firstAddress(raw: unknown): string | undefined {
   if (!Array.isArray(raw)) return undefined;
   const first = raw.find((a) => typeof a === 'string' && a.trim());
@@ -438,6 +428,77 @@ export class TahesabPersonLinkService {
     };
   }
 
+  /**
+   * کدهایی که لینک ندارند ولی شماره‌شان مال مشتریِ از قبل لینک‌شدهٔ همین اتصال است.
+   * یک شخص فقط یک کد ته‌حساب دارد؛ این کدها مشتری تازه نیستند.
+   */
+  private async duplicateOwners(
+    organizationId: string,
+    connectionId: string,
+    rows: Array<{ moshtariCode: number | null; tel: string }>,
+  ) {
+    const pending = rows.filter(
+      (row): row is { moshtariCode: number; tel: string } => row.moshtariCode != null,
+    );
+    const keys = [
+      ...new Set(pending.flatMap((row) => phoneIdentityKeys(storedPhoneNumber(row.tel)))),
+    ];
+    const out = new Map<
+      number,
+      { moshtariCode: number; personId: string; personName: string }
+    >();
+    if (!keys.length) return out;
+
+    const people = await this.prisma.person.findMany({
+      where: {
+        organizationId,
+        OR: [{ mobile: { in: keys } }, { phone: { in: keys } }],
+        accountingLinks: { some: { connectionId } },
+      },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        mobile: true,
+        phone: true,
+        accountingLinks: {
+          where: { connectionId },
+          select: { moshtariCode: true },
+          take: 1,
+        },
+      },
+    });
+    const byKey = new Map<
+      string,
+      { moshtariCode: number; personId: string; personName: string }
+    >();
+    for (const person of people) {
+      const link = person.accountingLinks[0];
+      if (!link) continue;
+      const info = {
+        moshtariCode: link.moshtariCode,
+        personId: person.id,
+        personName: `${person.firstName} ${person.lastName}`.trim(),
+      };
+      for (const key of [
+        ...phoneIdentityKeys(person.mobile),
+        ...phoneIdentityKeys(person.phone),
+      ]) {
+        if (!byKey.has(key)) byKey.set(key, info);
+      }
+    }
+    for (const row of pending) {
+      for (const key of phoneIdentityKeys(storedPhoneNumber(row.tel))) {
+        const hit = byKey.get(key);
+        if (hit && hit.moshtariCode !== row.moshtariCode) {
+          out.set(row.moshtariCode, hit);
+          break;
+        }
+      }
+    }
+    return out;
+  }
+
   async search(organizationId: string, dto: SearchTahesabDto) {
     const { api } = await this.connections.getApi(
       organizationId,
@@ -516,7 +577,7 @@ export class TahesabPersonLinkService {
           });
     const byCode = new Map(existing.map((e) => [e.moshtariCode, e]));
 
-    const results = mapped.map((row) => {
+    const linked = mapped.map((row) => {
       const link = row.moshtariCode != null ? byCode.get(row.moshtariCode) : undefined;
       return {
         ...row,
@@ -527,6 +588,22 @@ export class TahesabPersonLinkService {
           : null,
       };
     });
+    const duplicates = await this.duplicateOwners(
+      organizationId,
+      dto.connectionId,
+      linked.filter((row) => !row.alreadyLinked),
+    );
+    const results = linked.map((row) => {
+      if (row.alreadyLinked || row.moshtariCode == null) return row;
+      const dup = duplicates.get(row.moshtariCode);
+      if (!dup) return row;
+      return {
+        ...row,
+        duplicateOfCode: dup.moshtariCode,
+        duplicatePersonId: dup.personId,
+        duplicatePersonName: dup.personName,
+      };
+    });
 
     await this.prisma.accountingSyncJob.create({
       data: {
@@ -601,7 +678,6 @@ export class TahesabPersonLinkService {
     const sourceRef = String(dto.moshtariCode);
 
     let personId = dto.personId;
-    let preserveExistingLink = false;
     if (personId) {
       const existing = await this.getPerson(organizationId, personId);
       const prevFirst = existing.firstName;
@@ -624,14 +700,14 @@ export class TahesabPersonLinkService {
           ...carryPreviousSource(existing, 'tahesab'),
           importSource: 'tahesab',
           sourceRef,
-          ...(!existing.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
           ...canonicalMobileUpdate(mobile, existing),
+          ...tahesabProfilePatch(row, existing),
         },
       });
     } else {
       // اگر موبایل تکراری است → همان شخص؛ نام قبلی حفظ و نام ته‌حساب جایگزین.
-      // اگر همان شخص قبلاً به کد دیگری از این اتصال لینک شده، لینک جابه‌جا نمی‌شود
+      // اگر همان شخص قبلاً به کد دیگری از این اتصال لینک شده، نام و لینک دست نمی‌خورند
-      // تا کد قبلی دوباره «واردنشده» نشود و مشتری تکراری ساخته نشود.
+      // تا کد قبلی جابه‌جا نشود و این کد هم مشتری تکراری نسازد.
       const mobileKeys = phoneIdentityKeys(mobile);
       const matches = mobileKeys.length
         ? await this.prisma.person.findMany({
@@ -651,7 +727,22 @@ export class TahesabPersonLinkService {
       const byMobile = matches.find((person) => person.importSource === 'tahesab') ?? matches[0] ?? null;
       if (byMobile) {
         const linkedCode = byMobile.accountingLinks[0]?.moshtariCode;
-        preserveExistingLink = linkedCode != null && linkedCode !== dto.moshtariCode;
+        if (linkedCode != null && linkedCode !== dto.moshtariCode) {
+          const existing = await this.prisma.personAccountingLink.findFirst({
+            where: { personId: byMobile.id, connectionId: dto.connectionId },
+            include: {
+              connection: { select: { label: true, dbName: true, isDefault: true } },
+            },
+          });
+          if (!existing) {
+            throw new NotFoundException('لینک ته‌حساب این مشتری یافت نشد.');
+          }
+          return {
+            personId: byMobile.id,
+            link: this.linkDto(existing),
+            duplicateOf: linkedCode,
+          };
+        }
         const nameChanged =
           `${byMobile.firstName} ${byMobile.lastName}`.trim() !==
           `${firstName} ${lastName}`.trim();
@@ -670,13 +761,18 @@ export class TahesabPersonLinkService {
               : {}),
             ...carryPreviousSource(byMobile, 'tahesab'),
             importSource: 'tahesab',
-            sourceRef: preserveExistingLink ? String(linkedCode) : sourceRef,
+            sourceRef,
-            ...(!byMobile.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
             ...canonicalMobileUpdate(mobile, byMobile),
+            ...tahesabProfilePatch(row, byMobile),
           },
         });
         personId = byMobile.id;
       } else {
+        const profile = tahesabProfilePatch(row, {
+          birthDate: null,
+          addresses: [],
+          customFields: {},
+        });
         const created = await this.prisma.person.create({
           data: {
             organizationId,
@@ -689,39 +785,15 @@ export class TahesabPersonLinkService {
             notes: `واردشده از ته‌حساب (کد ${dto.moshtariCode})`,
             importSource: 'tahesab',
             sourceRef,
-            birthDate: pickBirthDate(row),
+            birthDate: (profile.birthDate as Date | undefined) ?? null,
+            addresses: (profile.addresses as Prisma.InputJsonValue) ?? [],
+            customFields: (profile.customFields as Prisma.InputJsonValue) ?? {},
           },
         });
         personId = created.id;
       }
     }
 
-    if (preserveExistingLink) {
-      await this.applyTahesabGroup(organizationId, dto.connectionId, personId, row);
-      const existing = await this.prisma.personAccountingLink.findFirst({
-        where: { personId, connectionId: dto.connectionId },
-        include: {
-          connection: { select: { label: true, dbName: true, isDefault: true } },
-        },
-      });
-      if (!existing) {
-        throw new NotFoundException('لینک ته‌حساب این مشتری یافت نشد.');
-      }
-      if (!options?.skipJob) {
-        await this.prisma.accountingSyncJob.create({
-          data: {
-            organizationId,
-            connectionId: dto.connectionId,
-            kind: 'import',
-            status: 'success',
-            request: dto as unknown as Prisma.InputJsonValue,
-            result: { personId, linkId: existing.id, keptLink: true } as Prisma.InputJsonValue,
-          },
-        });
-      }
-      return { personId, link: this.linkDto(existing) };
-    }
-
     const link = await this.prisma.personAccountingLink.upsert({
       where: {
         personId_connectionId: {
@@ -762,7 +834,7 @@ export class TahesabPersonLinkService {
     return { personId, link: this.linkDto(link) };
   }
 
-  /** نام، موبایل و گروه مشتریِ از قبل لینک‌شده را با ردیف ته‌حساب تازه می‌کند. */
+  /** پروفایل و گروه مشتریِ از قبل لینک‌شده را با ردیف ته‌حساب تازه می‌کند. */
   private async refreshLinkedCustomer(
     organizationId: string,
     connectionId: string,
@@ -803,10 +875,8 @@ export class TahesabPersonLinkService {
         ...carryPreviousSource(existing, 'tahesab'),
         importSource: 'tahesab',
         sourceRef: String(moshtariCode),
-        ...(!existing.birthDate && pickBirthDate(row)
-          ? { birthDate: pickBirthDate(row) }
-          : {}),
         ...canonicalMobileUpdate(storedPhoneNumber(pickTel(row)), existing),
+        ...tahesabProfilePatch(row, existing),
       },
     });
     await this.applyTahesabGroup(organizationId, connectionId, personId, row);
@@ -822,6 +892,7 @@ export class TahesabPersonLinkService {
     let emptyStreak = 0;
     let imported = 0;
     let updated = 0;
+    let duplicate = 0;
     let failed = 0;
     const errors: string[] = [];
     const maxPages = 300;
@@ -869,13 +940,14 @@ export class TahesabPersonLinkService {
             );
             updated += 1;
           } else {
-            await this.importFromTahesab(
+            const created = await this.importFromTahesab(
               organizationId,
               { connectionId, moshtariCode: code },
               { api, row },
               { skipJob: true },
             );
-            imported += 1;
+            if (created.duplicateOf) duplicate += 1;
+            else imported += 1;
           }
         } catch (err) {
           failed += 1;
@@ -891,23 +963,38 @@ export class TahesabPersonLinkService {
       errors.push('فهرست مشتریان از سقف خواندن خودکار بیشتر بود.');
     }
 
-    const summary = `${imported} وارد شد، ${updated} به‌روز شد، ${failed} خطا`;
+    const summary = [
+      `${imported} وارد شد`,
+      `${updated} به‌روز شد`,
+      ...(duplicate ? [`${duplicate} شماره تکراری`] : []),
+      `${failed} خطا`,
+    ].join('، ');
+    const error = errors.length ? errors.join('؛ ') : null;
     await this.prisma.accountingSyncJob.create({
       data: {
         organizationId,
         connectionId,
         kind: 'customer-sync',
         status: !imported && !updated && (failed > 0 || errors.length > 0) ? 'error' : 'success',
-        result: { imported, updated, failed, pages: page - 1 } as Prisma.InputJsonValue,
+        result: { imported, updated, duplicate, failed, pages: page - 1 } as Prisma.InputJsonValue,
+      },
+    });
+    await this.prisma.accountingConnection.update({
+      where: { id: connectionId },
+      data: {
+        customerSyncLastRunAt: new Date(),
+        customerSyncLastSummary: summary,
+        customerSyncLastError: error,
       },
     });
     this.logger.log(`همگام‌سازی مشتریان ته‌حساب ${connectionId}: ${summary}`);
     return {
       imported,
       updated,
+      duplicate,
       failed,
       summary,
-      error: errors.length ? errors.join('؛ ') : null,
+      error,
     };
   }
 
@@ -1003,19 +1090,16 @@ export class TahesabPersonLinkService {
       try {
         const linkedPersonId = linkedByCode.get(moshtariCode);
         if (linkedPersonId) {
-          const birthDate = pickBirthDate(rowsByCode.get(moshtariCode) ?? {});
+          const row = rowsByCode.get(moshtariCode);
-          if (birthDate) {
+          if (row) {
-            await this.prisma.person.updateMany({
+            await this.refreshLinkedCustomer(
-              where: { id: linkedPersonId, birthDate: null },
-              data: { birthDate },
-            });
-          }
-          await this.applyTahesabGroup(
               organizationId,
               dto.connectionId,
               linkedPersonId,
-            rowsByCode.get(moshtariCode),
+              moshtariCode,
+              row,
             );
+          }
           items.push({
             moshtariCode,
             ok: true,
@@ -1029,6 +1113,16 @@ export class TahesabPersonLinkService {
           { connectionId: dto.connectionId, moshtariCode },
           bulkApi ? { api: bulkApi, row: rowsByCode.get(moshtariCode) } : undefined,
         );
+        if (r.duplicateOf) {
+          items.push({
+            moshtariCode,
+            ok: true,
+            skipped: true,
+            personId: r.personId,
+            error: `شماره تکراری است و قبلاً با کد ${r.duplicateOf} لینک شده`,
+          });
+          continue;
+        }
         items.push({ moshtariCode, ok: true, personId: r.personId });
       } catch (e) {
         const message =

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

@@ -37,6 +37,7 @@ import {
   SearchTahesabDto,
   SearchTahesabProductsDto,
   SyncAsnadReportDto,
+  SyncAllCustomersDto,
   SyncGroupsPageDto,
   UpdateTahesabConnectionDto,
   UpdateTahesabInvoiceSettingsDto,
@@ -237,6 +238,16 @@ export class TahesabController {
     return this.links.syncGroupsPage(user.organizationId, dto);
   }
 
+  /** همهٔ مشتریان ته‌حساب: تازه‌ها وارد، لینک‌شده‌ها (نام/موبایل/کدملی/آدرس/شهر/رسته/گروه) به‌روز */
+  @Post('sync/customers-now')
+  @Roles('owner', 'admin')
+  syncCustomersNow(
+    @CurrentUser() user: { organizationId: string },
+    @Body() dto: SyncAllCustomersDto,
+  ) {
+    return this.links.syncAllCustomers(user.organizationId, dto.connectionId);
+  }
+
   @Get('sync/unlinked-people')
   @Roles('owner', 'admin')
   unlinkedPeople(

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

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

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

@@ -13,6 +13,11 @@ import { PrismaService } from '../../prisma/prisma.service';
 import { NotificationsService } from '../../notifications/notifications.service';
 import { iranMobileLookupKeys, normalizePhone } from '../../contacts/normalize';
 import { VoipConnectionsService } from './connections.service';
+import { DaftaresomaClient } from './daftareshoma-client';
+import {
+  daftareshomaRecordingRef,
+  parseDaftaresomaRecordingRef,
+} from './daftareshoma-webhook';
 
 function digitsOnly(value: string | null | undefined): string {
   return (value ?? '').replace(/\D/g, '');
@@ -57,19 +62,32 @@ export class VoipCallsService {
     private readonly prisma: PrismaService,
     private readonly connections: VoipConnectionsService,
     private readonly notifications: NotificationsService,
+    private readonly daftareshoma: DaftaresomaClient,
   ) {}
 
   async listRecent(
     organizationId: string,
-    connectionId?: string,
+    opts?: {
+      connectionId?: string;
+      direction?: string;
+      status?: string;
+      lineExtension?: string;
+    },
   ): Promise<VoipCallLogDto[]> {
     const rows = await this.prisma.voipCallLog.findMany({
       where: {
         organizationId,
-        ...(connectionId ? { connectionId } : {}),
+        ...(opts?.connectionId ? { connectionId: opts.connectionId } : {}),
+        ...(opts?.direction === 'inbound' || opts?.direction === 'outbound'
+          ? { direction: opts.direction }
+          : {}),
+        ...(opts?.status?.trim() ? { status: opts.status.trim() } : {}),
+        ...(opts?.lineExtension?.trim()
+          ? { lineExtension: opts.lineExtension.trim() }
+          : {}),
       },
       orderBy: { syncedAt: 'desc' },
-      take: 50,
+      take: 100,
     });
     const personIds = rows
       .map((r) => r.personId)
@@ -91,6 +109,7 @@ export class VoipCallsService {
       status: r.status,
       fromNumber: r.fromNumber,
       toNumber: r.toNumber,
+      lineExtension: r.lineExtension ?? null,
       personId: r.personId,
       personName: r.personId ? (nameById.get(r.personId) ?? null) : null,
       activityId: r.activityId,
@@ -127,6 +146,9 @@ export class VoipCallsService {
     const toDigits = digitsOnly(event.to ?? event.callee);
     const fromNumber = fromNormalized || fromDigits || null;
     const toNumber = toNormalized || toDigits || null;
+    const lineRaw = String(event.lineExtension ?? '').trim();
+    const lineExtension =
+      normalizePhone(lineRaw) || digitsOnly(lineRaw) || lineRaw || null;
     const matchNumber = direction === 'inbound' ? fromNumber : toNumber;
     const personId = await this.findPersonId(
       conn.organizationId,
@@ -193,6 +215,7 @@ export class VoipCallsService {
           status,
           fromNumber,
           toNumber,
+          lineExtension: lineExtension ?? existing.lineExtension,
           personId: personId ?? existing.personId,
           activityId: activityId ?? existing.activityId,
           durationSec,
@@ -213,6 +236,7 @@ export class VoipCallsService {
           status,
           fromNumber,
           toNumber,
+          lineExtension,
           personId,
           activityId,
           durationSec,
@@ -240,6 +264,17 @@ export class VoipCallsService {
       await this.notifyIncoming(conn.organizationId, personId, fromNumber);
     }
 
+    if (
+      conn.provider === 'daftareshoma' &&
+      ['completed', 'answered', 'missed'].includes(status)
+    ) {
+      void this.enrichDaftaresomaRecording(connectionId, callId).catch((e) => {
+        this.logger.warn(
+          `daftareshoma recording enrich failed: ${e instanceof Error ? e.message : e}`,
+        );
+      });
+    }
+
     const link = await this.prisma.voipCallLog.findUnique({
       where: {
         connectionId_externalCallId: {
@@ -261,10 +296,67 @@ export class VoipCallsService {
     userId: string,
     number: string,
     personId?: string,
-  ): Promise<{ ok: true; mode: 'url' | 'tel'; dialUrl: string }> {
+  ): Promise<{ ok: true; mode: 'url' | 'tel' | 'daftareshoma'; dialUrl: string }> {
     const phone = normalizePhone(number) ?? digitsOnly(number);
     if (!phone) throw new BadRequestException('شماره معتبر نیست');
 
+    const daftareshomaConn = await this.prisma.voipConnection.findFirst({
+      where: {
+        organizationId,
+        enabled: true,
+        provider: 'daftareshoma',
+      },
+      orderBy: { createdAt: 'asc' },
+    });
+
+    if (daftareshomaConn) {
+      const token = await this.connections.decryptApiToken(daftareshomaConn);
+      const fromNumber = daftareshomaConn.fromNumber?.trim();
+      const callerExtension = daftareshomaConn.callerExtension?.trim();
+      if (!token || !fromNumber || !callerExtension) {
+        throw new BadRequestException(
+          'اتصال دفتر شما ناقص است؛ توکن، شماره مبدأ و خط را تکمیل کنید',
+        );
+      }
+      const toE164 = this.toPlusDigits(phone);
+      const fromE164 = this.toPlusDigits(fromNumber);
+      const extE164 = this.toPlusDigits(callerExtension);
+      try {
+        await this.daftareshoma.outgoingCall(token, {
+          fromNumber: fromE164,
+          toNumber: toE164,
+          callerExtension: extE164,
+        });
+      } catch (e) {
+        const msg = e instanceof Error ? e.message : 'خطا';
+        await this.prisma.voipConnection.update({
+          where: { id: daftareshomaConn.id },
+          data: { lastError: msg.slice(0, 400) },
+        });
+        throw new BadRequestException(msg);
+      }
+
+      await this.prisma.voipCallLog.create({
+        data: {
+          organizationId,
+          connectionId: daftareshomaConn.id,
+          externalCallId: `ctc-${Date.now()}-${userId.slice(0, 6)}`,
+          direction: 'outbound',
+          status: 'ringing',
+          fromNumber: fromE164,
+          toNumber: toE164,
+          personId: personId ?? null,
+          startedAt: new Date(),
+        },
+      });
+
+      return {
+        ok: true,
+        mode: 'daftareshoma',
+        dialUrl: `daftareshoma:${toE164}`,
+      };
+    }
+
     const conn = await this.prisma.voipConnection.findFirst({
       where: {
         organizationId,
@@ -318,6 +410,69 @@ export class VoipCallsService {
     return { ok: true, mode: 'tel', dialUrl: `tel:${phone}` };
   }
 
+  private toPlusDigits(raw: string): string {
+    const d = digitsOnly(raw);
+    if (!d) return raw.trim();
+    if (raw.trim().startsWith('+')) return `+${d}`;
+    if (d.startsWith('98')) return `+${d}`;
+    if (d.startsWith('0') && d.length >= 10) return `+98${d.slice(1)}`;
+    if (d.length === 10 && d.startsWith('9')) return `+98${d}`;
+    return `+${d}`;
+  }
+
+  private async enrichDaftaresomaRecording(
+    connectionId: string,
+    callId: string,
+  ): Promise<void> {
+    const conn = await this.prisma.voipConnection.findFirst({
+      where: { id: connectionId, provider: 'daftareshoma', enabled: true },
+    });
+    if (!conn) return;
+    const log = await this.prisma.voipCallLog.findUnique({
+      where: {
+        connectionId_externalCallId: { connectionId, externalCallId: callId },
+      },
+    });
+    if (!log) return;
+    if (parseDaftaresomaRecordingRef(log.recordingUrl) || log.recordingUrl) {
+      if (
+        parseDaftaresomaRecordingRef(log.recordingUrl) &&
+        !['done', 'pending', 'processing'].includes(log.summaryStatus)
+      ) {
+        await this.prisma.voipCallLog.update({
+          where: { id: log.id },
+          data: {
+            summaryStatus: 'pending',
+            summaryError: null,
+            summaryNextAttemptAt: new Date(),
+          },
+        });
+      }
+      return;
+    }
+
+    const token = await this.connections.decryptApiToken(conn);
+    if (!token) return;
+    const row = await this.daftareshoma.findCallById(token, callId);
+    const recordingId = row?.recordingId?.trim();
+    if (!recordingId) return;
+
+    const ref = daftareshomaRecordingRef(recordingId);
+    await this.prisma.voipCallLog.update({
+      where: { id: log.id },
+      data: {
+        recordingUrl: ref,
+        summaryStatus: ['done', 'pending', 'processing'].includes(
+          log.summaryStatus,
+        )
+          ? log.summaryStatus
+          : 'pending',
+        summaryError: null,
+        summaryNextAttemptAt: new Date(),
+      },
+    });
+  }
+
   private shouldCreateActivity(status: string): boolean {
     return ['answered', 'completed', 'missed', 'failed'].includes(status);
   }

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -49,6 +49,12 @@ import { StorageQuotaService } from '../billing/storage-quota.service';
 import { LeadStagesService } from './lead-stages.service';
 import { buildSearchWhere, ci } from '../common/search';
 import { GamificationService } from '../gamification/gamification.service';
+import {
+  addDays,
+  isDayKey,
+  tehranDayKey,
+  tehranDayStart,
+} from '../routines/routine-dates';
 
 const LOGO_MAX_BYTES = 2 * 1024 * 1024;
 const LOGO_EXT: Record<string, string> = {
@@ -142,7 +148,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Prisma.LeadWhereInput {
     const search = buildSearchWhere<Prisma.LeadWhereInput>(opts.q, (t) => [
@@ -161,13 +171,18 @@ export class LeadsService {
     if (opts.hasMobile) {
       and.push({ mobile: { not: '' } });
     }
+    const follow = this.followUpWhere(opts.followUp);
+    if (follow) and.push(follow);
+    const createdRange = this.createdAtWhere(opts.createdFrom, opts.createdTo);
+    if (createdRange) and.push(createdRange);
     return {
+      AND: [
+        {
           organizationId: actor.organizationId,
           ...leadAccessWhere(actor),
           archivedAt: opts.archived ? { not: null } : null,
+          ...(opts.converted ? { convertedPersonId: { not: null } } : {}),
           ...(opts.stageId ? { stageId: opts.stageId } : {}),
-      ...(opts.assigneeId ? { assigneeId: opts.assigneeId } : {}),
-      ...(opts.unassigned ? { assigneeId: null } : {}),
           ...(opts.city ? { city: { contains: opts.city, mode: 'insensitive' } } : {}),
           ...(opts.region
             ? { region: { contains: opts.region, mode: 'insensitive' } }
@@ -176,7 +191,57 @@ export class LeadsService {
           ...(opts.source
             ? { source: { contains: opts.source, mode: 'insensitive' } }
             : {}),
-      ...(and.length ? { AND: and } : {}),
+        },
+        ...(opts.unassigned ? [{ assigneeId: null }] : []),
+        ...(opts.assigneeId && !opts.unassigned ? [{ assigneeId: opts.assigneeId }] : []),
+        ...and,
+      ],
+    };
+  }
+
+  /** مرز روز به وقت تهران برای فیلترهای «امروز». */
+  private tehranDayBounds(day = tehranDayKey()) {
+    const start = tehranDayStart(day);
+    const end = tehranDayStart(addDays(day, 1));
+    return { start, end };
+  }
+
+  private followUpWhere(followUp?: string): Prisma.LeadWhereInput | null {
+    if (!followUp) return null;
+    const { start, end } = this.tehranDayBounds();
+    switch (followUp) {
+      case 'due_today':
+        return { nextFollowUpAt: { gte: start, lt: end } };
+      case 'overdue':
+        return { nextFollowUpAt: { not: null, lt: start } };
+      case 'called_today':
+        return { lastContactAt: { gte: start, lt: end } };
+      case 'missed_today':
+        return {
+          nextFollowUpAt: { not: null, lt: end },
+          OR: [{ lastContactAt: null }, { lastContactAt: { lt: start } }],
+        };
+      case 'no_follow_up':
+        return { nextFollowUpAt: null };
+      default:
+        return null;
+    }
+  }
+
+  private createdAtWhere(
+    createdFrom?: string,
+    createdTo?: string,
+  ): Prisma.LeadWhereInput | null {
+    const from = isDayKey(createdFrom) ? tehranDayStart(createdFrom) : null;
+    const to = isDayKey(createdTo)
+      ? tehranDayStart(addDays(createdTo, 1))
+      : null;
+    if (!from && !to) return null;
+    return {
+      createdAt: {
+        ...(from ? { gte: from } : {}),
+        ...(to ? { lt: to } : {}),
+      },
     };
   }
 
@@ -194,8 +259,12 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       sort?: string;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Promise<PaginatedResponse<LeadDto>> {
     await this.stages.ensureDefaults(actor.organizationId);
@@ -243,7 +312,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
     max = FILTERED_IDS_MAX,
   ): Promise<FilteredIdsResponse> {
@@ -1116,7 +1189,7 @@ export class LeadsService {
       newStage
         ? this.prisma.lead.count({ where: { ...base, stageId: newStage.id } })
         : Promise.resolve(0),
-      this.prisma.lead.count({ where: { ...base, assigneeId: null } }),
+      this.prisma.lead.count({ where: { AND: [base, { assigneeId: null }] } }),
       convertedIds.length
         ? this.prisma.lead.count({
             where: { ...base, stageId: { in: convertedIds } },

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

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

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

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

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

@@ -4,6 +4,10 @@ import {
   NotFoundException,
 } from '@nestjs/common';
 import type {
+  ActivityStatus,
+  ActivityType,
+  DealActivityCue,
+  DealActivitySummaryDto,
   DealDto,
   MergePipelineResultDto,
   PipelineBoardDto,
@@ -102,24 +106,55 @@ export class PipelinesService {
     return this.toPipelineDto(created);
   }
 
-  async list(organizationId: string): Promise<PipelineDto[]> {
+  async list(actorOrOrgId: Actor | string, forLens = false): Promise<PipelineDto[]> {
+    const organizationId =
+      typeof actorOrOrgId === 'string' ? actorOrOrgId : actorOrOrgId.organizationId;
+    const actor = typeof actorOrOrgId === 'string' ? undefined : actorOrOrgId;
     await this.ensureDefaultPipeline(organizationId);
     const rows = await this.prisma.pipeline.findMany({
       where: { organizationId },
       include: { stages: { orderBy: { position: 'asc' } } },
       orderBy: [{ isDefault: 'desc' }, { name: 'asc' }],
     });
-    const counts = await this.prisma.deal.groupBy({
+    const lens = actor?.priorLens;
+    const lensActive = forLens && (lens === 'current' || lens === 'archive');
+    const access = actor ? dealAccessWhere(actor) : {};
+    const prior = lensActive
+      ? dealPriorWhere(actor?.priorLens, actor?.priorCutoff)
+      : {};
+    const [counts, lensCounts] = await Promise.all([
+      this.prisma.deal.groupBy({
         by: ['pipelineId'],
-      where: { organizationId },
+        where: lensActive ? { organizationId, AND: [access] } : { organizationId },
         _count: { _all: true },
-    });
+      }),
+      lensActive
+        ? this.prisma.deal.groupBy({
+            by: ['pipelineId'],
+            where: { organizationId, AND: [access, prior] },
+            _count: { _all: true },
+          })
+        : Promise.resolve([]),
+    ]);
     const dealCountByPipeline = new Map(
       counts.map((row) => [row.pipelineId, row._count._all]),
     );
-    return rows.map((row) => ({
+    const lensCountByPipeline = new Map(
+      lensCounts.map((row) => [row.pipelineId, row._count._all]),
+    );
+    const visible = lensActive
+      ? rows.filter((row) => {
+          const inLens = lensCountByPipeline.get(row.id) ?? 0;
+          const total = dealCountByPipeline.get(row.id) ?? 0;
+          if (lens === 'archive') return inLens > 0;
+          return inLens > 0 || total === 0;
+        })
+      : rows;
+    return visible.map((row) => ({
       ...this.toPipelineDto(row),
-      dealCount: dealCountByPipeline.get(row.id) ?? 0,
+      dealCount: lensActive
+        ? (lensCountByPipeline.get(row.id) ?? 0)
+        : (dealCountByPipeline.get(row.id) ?? 0),
     }));
   }
 
@@ -343,12 +378,23 @@ export class PipelinesService {
     });
 
     const rateMap = await loadOrgRates(this.prisma, organizationId);
+    const activityHints = await this.loadDealActivityHints(
+      organizationId,
+      deals.map((deal) => deal.id),
+    );
 
     const byStage = new Map<string, DealDto[]>();
     for (const stage of resolved.stages) byStage.set(stage.id, []);
     for (const deal of deals) {
       const list = byStage.get(deal.stageId);
-      if (list) list.push(this.toDealDto(deal));
+      if (list) {
+        const hint = activityHints.get(deal.id);
+        list.push({
+          ...this.toDealDto(deal),
+          activityCue: hint?.cue ?? 'none',
+          activitySummaries: hint?.summaries ?? [],
+        });
+      }
     }
 
     return {
@@ -566,6 +612,105 @@ export class PipelinesService {
     };
   }
 
+  private async loadDealActivityHints(
+    organizationId: string,
+    dealIds: string[],
+  ): Promise<
+    Map<string, { cue: DealActivityCue; summaries: DealActivitySummaryDto[] }>
+  > {
+    const hints = new Map<
+      string,
+      { cue: DealActivityCue; summaries: DealActivitySummaryDto[] }
+    >();
+    if (!dealIds.length) return hints;
+
+    const rows = await this.prisma.activity.findMany({
+      where: {
+        organizationId,
+        dealId: { in: dealIds },
+        status: { in: ['open', 'done'] },
+      },
+      select: {
+        id: true,
+        dealId: true,
+        title: true,
+        type: true,
+        status: true,
+        dueAt: true,
+        completedAt: true,
+      },
+    });
+
+    type Row = {
+      id: string;
+      title: string;
+      type: string;
+      status: 'open' | 'done';
+      dueAt: Date | null;
+      completedAt: Date | null;
+    };
+    const byDeal = new Map<string, Row[]>();
+    for (const row of rows) {
+      if (!row.dealId) continue;
+      const list = byDeal.get(row.dealId) ?? [];
+      list.push({
+        id: row.id,
+        title: row.title,
+        type: row.type,
+        status: row.status === 'done' ? 'done' : 'open',
+        dueAt: row.dueAt,
+        completedAt: row.completedAt,
+      });
+      byDeal.set(row.dealId, list);
+    }
+
+    const now = Date.now();
+    const cueOf = (item: Row): Exclude<DealActivityCue, 'none'> => {
+      if (item.status === 'done') return 'done';
+      if (item.dueAt && item.dueAt.getTime() < now) return 'overdue';
+      return 'upcoming';
+    };
+    const rank = (cue: Exclude<DealActivityCue, 'none'>) =>
+      cue === 'overdue' ? 0 : cue === 'upcoming' ? 1 : 2;
+
+    for (const dealId of dealIds) {
+      const list = byDeal.get(dealId) ?? [];
+      const summaries = list
+        .map((item) => {
+          const cue = cueOf(item);
+          return {
+            id: item.id,
+            title: item.title,
+            type: item.type as ActivityType,
+            status: item.status as ActivityStatus,
+            dueAt: item.dueAt?.toISOString() ?? null,
+            cue,
+            _due: item.dueAt?.getTime() ?? Number.POSITIVE_INFINITY,
+            _done: item.completedAt?.getTime() ?? 0,
+          };
+        })
+        .sort((a, b) => {
+          const byRank = rank(a.cue) - rank(b.cue);
+          if (byRank) return byRank;
+          if (a.cue === 'done' && b.cue === 'done') return b._done - a._done;
+          return a._due - b._due;
+        })
+        .map(({ _due: _d, _done: _c, ...summary }) => summary);
+
+      const open = list.filter((item) => item.status === 'open');
+      let cue: DealActivityCue = 'none';
+      if (open.some((item) => item.dueAt && item.dueAt.getTime() < now)) {
+        cue = 'overdue';
+      } else if (open.length) {
+        cue = 'upcoming';
+      } else if (list.some((item) => item.status === 'done')) {
+        cue = 'done';
+      }
+      hints.set(dealId, { cue, summaries });
+    }
+    return hints;
+  }
+
   toDealDto(row: DealRow): DealDto {
     return {
       id: row.id,

apps/api/src/platform/dto.ts

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

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

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

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

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

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

@@ -18,6 +18,7 @@ import {
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
+import { customersPersonWhere } from '../common/data-access';
 import {
   type Actor,
   assigneeWhere,
@@ -54,7 +55,7 @@ export class ReportsService {
     const invoiceScope = ownerWhere(actor, 'finance');
     const activityScope = assigneeWhere(actor);
     const ticketScope = ticketAccessWhere(actor);
-    const personScope = elevated(actor.role) ? {} : { ownerId: actor.userId };
+    const personScope = customersPersonWhere(actor);
 
     const durationMs = end.getTime() - start.getTime();
     const prevEnd = new Date(start.getTime() - 1);
@@ -1533,9 +1534,8 @@ export class ReportsService {
   async home(actor: Actor): Promise<HomeDashboardDto> {
     const orgId = actor.organizationId;
     const dealScope = ownerWhere(actor, 'deals');
-    const invoiceScope = ownerWhere(actor, 'finance');
     const activityScope = assigneeWhere(actor);
-    const personScope = elevated(actor.role) ? {} : { ownerId: actor.userId };
+    const personScope = customersPersonWhere(actor);
     const rates = await loadOrgRates(this.prisma, orgId);
     const now = new Date();
     const { jy, jm } = dateToJalali(now);
@@ -1544,7 +1544,6 @@ export class ReportsService {
     const prev = addJalaliMonths(jy, jm, -1);
     const prevMonthStart = startOfJalaliMonth(prev.jy, prev.jm);
     const prevMonthEnd = endOfJalaliMonth(prev.jy, prev.jm);
-    const trendWindowStart = addMonthsStart(now, -12);
 
     const todayStart = startOfDay(now);
     const todayEnd = endOfDay(now);
@@ -1557,25 +1556,17 @@ export class ReportsService {
     const dealsPrior = dealPriorWhere(actor.priorLens, actor.priorCutoff);
     const activitiesPrior = activityPriorWhere(actor.priorLens, actor.priorCutoff);
 
-    const invoiceStatuses: Array<'issued' | 'partially_paid' | 'paid'> = [
-      'issued',
-      'partially_paid',
-      'paid',
-    ];
-
     const [
       wonDeals,
-      openDealRows,
+      openDeals,
-      lostDeals,
       staleDeals,
-      peopleRecent,
+      peopleCur,
+      peoplePrev,
       openActivitiesToday,
       openActivitiesYesterday,
       openDealsWeekAgo,
       goals,
       overdueCount,
-      invoices,
-      activityTypeGroups,
     ] = await Promise.all([
       this.prisma.deal.findMany({
         where: {
@@ -1583,7 +1574,7 @@ export class ReportsService {
             {
               organizationId: orgId,
               status: 'won',
-              updatedAt: { gte: trendWindowStart },
+              updatedAt: { gte: addMonthsStart(now, -5) },
             },
             dealScope,
             dealsPrior,
@@ -1600,7 +1591,7 @@ export class ReportsService {
           person: { select: { id: true, firstName: true, lastName: true } },
         },
       }),
-      this.prisma.deal.findMany({
+      this.prisma.deal.count({
         where: {
           AND: [
             { organizationId: orgId, status: 'open' },
@@ -1608,30 +1599,6 @@ export class ReportsService {
             dealsPrior,
           ],
         },
-        select: {
-          amount: true,
-          currency: true,
-          stageId: true,
-          stage: { select: { id: true, name: true, position: true } },
-        },
-      }),
-      this.prisma.deal.findMany({
-        where: {
-          AND: [
-            {
-              organizationId: orgId,
-              status: 'lost',
-              updatedAt: { gte: trendWindowStart },
-            },
-            dealScope,
-            dealsPrior,
-          ],
-        },
-        select: {
-          amount: true,
-          currency: true,
-          lostReason: true,
-        },
       }),
       this.prisma.deal.findMany({
         where: {
@@ -1658,13 +1625,19 @@ export class ReportsService {
         orderBy: { updatedAt: 'asc' },
         take: 5,
       }),
-      this.prisma.person.findMany({
+      this.prisma.person.count({
         where: {
           organizationId: orgId,
           ...personScope,
-          createdAt: { gte: trendWindowStart, lte: curMonthEnd },
+          createdAt: { gte: curMonthStart, lte: curMonthEnd },
+        },
+      }),
+      this.prisma.person.count({
+        where: {
+          organizationId: orgId,
+          ...personScope,
+          createdAt: { gte: prevMonthStart, lte: prevMonthEnd },
         },
-        select: { createdAt: true, importSource: true },
       }),
       this.prisma.activity.count({
         where: {
@@ -1684,7 +1657,6 @@ export class ReportsService {
           AND: [
             {
               organizationId: orgId,
-              status: 'open',
               dueAt: { gte: yesterdayStart, lte: yesterdayEnd },
             },
             activityScope,
@@ -1726,67 +1698,8 @@ export class ReportsService {
           ],
         },
       }),
-      this.prisma.invoice.findMany({
-        where: {
-          organizationId: orgId,
-          ...invoiceScope,
-          status: { in: invoiceStatuses },
-          OR: [
-            { issuedAt: { gte: trendWindowStart, lte: curMonthEnd } },
-            { createdAt: { gte: trendWindowStart, lte: curMonthEnd } },
-          ],
-        },
-        select: {
-          issuedAt: true,
-          createdAt: true,
-          lineItems: {
-            select: {
-              quantity: true,
-              unitPrice: true,
-              currency: true,
-            },
-          },
-        },
-      }),
-      this.prisma.activity.groupBy({
-        by: ['type'],
-        where: {
-          AND: [
-            {
-              organizationId: orgId,
-              status: 'open',
-            },
-            activityScope,
-            activitiesPrior,
-          ],
-        },
-        _count: { _all: true },
-      }),
     ]);
 
-    const openDeals = openDealRows.length;
-
-    const invoiceInRange = (
-      inv: { issuedAt: Date | null; createdAt: Date },
-      from: Date,
-      to: Date,
-    ) => {
-      const anchor = inv.issuedAt ?? inv.createdAt;
-      return anchor >= from && anchor <= to;
-    };
-
-    const sumInvoiceInRange = (from: Date, to: Date) => {
-      let amount = 0;
-      for (const inv of invoices) {
-        if (!invoiceInRange(inv, from, to)) continue;
-        for (const line of inv.lineItems) {
-          const lineTotal = Number(line.quantity) * Number(line.unitPrice);
-          amount += toBaseAmount(lineTotal, line.currency, rates);
-        }
-      }
-      return amount;
-    };
-
     const sumWonInRange = (start: Date, end: Date) =>
       wonDeals
         .filter((d) => d.updatedAt >= start && d.updatedAt <= end)
@@ -1795,21 +1708,8 @@ export class ReportsService {
           0,
         );
 
-    const salesInRange = (start: Date, end: Date) => {
+    const salesCur = sumWonInRange(curMonthStart, curMonthEnd);
-      const inv = sumInvoiceInRange(start, end);
+    const salesPrev = sumWonInRange(prevMonthStart, prevMonthEnd);
-      const won = sumWonInRange(start, end);
-      return Math.round(inv > 0 ? inv : won);
-    };
-
-    const peopleCur = peopleRecent.filter(
-      (p) => p.createdAt >= curMonthStart && p.createdAt <= curMonthEnd,
-    ).length;
-    const peoplePrev = peopleRecent.filter(
-      (p) => p.createdAt >= prevMonthStart && p.createdAt <= prevMonthEnd,
-    ).length;
-
-    const salesCur = salesInRange(curMonthStart, curMonthEnd);
-    const salesPrev = salesInRange(prevMonthStart, prevMonthEnd);
     const targetAmount = goals.reduce(
       (acc, g) => acc + Number(g.targetAmount),
       0,
@@ -1817,7 +1717,7 @@ export class ReportsService {
 
     const trendMonths: Array<{ key: string; label: string; start: Date; end: Date }> =
       [];
-    for (let i = 11; i >= 0; i -= 1) {
+    for (let i = 4; i >= 0; i -= 1) {
       const m = addJalaliMonths(jy, jm, -i);
       trendMonths.push({
         key: `${m.jy}-${String(m.jm).padStart(2, '0')}`,
@@ -1830,28 +1730,14 @@ export class ReportsService {
     const salesTrend = trendMonths.map((m) => ({
       monthKey: m.key,
       monthLabel: m.label,
-      amount: salesInRange(m.start, m.end),
+      amount: Math.round(sumWonInRange(m.start, m.end)),
-    }));
-
-    const customerGrowth = trendMonths.map((m) => ({
-      monthKey: m.key,
-      monthLabel: m.label,
-      value: peopleRecent.filter(
-        (p) => p.createdAt >= m.start && p.createdAt <= m.end,
-      ).length,
     }));
 
     const sourceMap = new Map<string, number>();
-    for (const p of peopleRecent) {
-      const label = normalizeImportSource(p.importSource);
-      sourceMap.set(label, (sourceMap.get(label) ?? 0) + 1);
-    }
-    if (sourceMap.size === 0) {
     for (const d of wonDeals) {
       const label = normalizeSource(d.source);
       sourceMap.set(label, (sourceMap.get(label) ?? 0) + 1);
     }
-    }
     const sourceTotal = [...sourceMap.values()].reduce((a, b) => a + b, 0) || 1;
     const sources = [...sourceMap.entries()]
       .map(([label, count]) => ({
@@ -1895,101 +1781,6 @@ export class ReportsService {
       .slice(0, 5)
       .map((row, index) => ({ ...row, rank: index + 1 }));
 
-    const wonAmountAll = Math.round(
-      wonDeals.reduce(
-        (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
-        0,
-      ),
-    );
-    const lostAmountAll = Math.round(
-      lostDeals.reduce(
-        (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
-        0,
-      ),
-    );
-    const openAmountAll = Math.round(
-      openDealRows.reduce(
-        (acc, d) => acc + decimalToBase(d.amount, d.currency, rates),
-        0,
-      ),
-    );
-    const closedCount = wonDeals.length + lostDeals.length;
-    const winRate = closedCount
-      ? Math.round((wonDeals.length / closedCount) * 1000) / 10
-      : 0;
-    const salesSummary: HomeDashboardDto['salesSummary'] = {
-      openCount: openDeals,
-      wonCount: wonDeals.length,
-      lostCount: lostDeals.length,
-      openAmount: openAmountAll,
-      wonAmount: wonAmountAll,
-      lostAmount: lostAmountAll,
-      winRate,
-    };
-
-    const funnelMap = new Map<
-      string,
-      { stageId: string; stageName: string; position: number; count: number; amount: number }
-    >();
-    for (const d of openDealRows) {
-      const stageId = d.stage?.id ?? d.stageId ?? 'unknown';
-      const stageName = d.stage?.name ?? 'بدون مرحله';
-      const position = d.stage?.position ?? 999;
-      const cur = funnelMap.get(stageId) ?? {
-        stageId,
-        stageName,
-        position,
-        count: 0,
-        amount: 0,
-      };
-      cur.count += 1;
-      cur.amount += decimalToBase(d.amount, d.currency, rates);
-      funnelMap.set(stageId, cur);
-    }
-    const funnel = [...funnelMap.values()]
-      .sort((a, b) => a.position - b.position)
-      .slice(0, 8)
-      .map((row) => ({
-        stageId: row.stageId,
-        stageName: row.stageName,
-        count: row.count,
-        amount: Math.round(row.amount),
-      }));
-
-    const lostReasonMap = new Map<string, { count: number; amount: number }>();
-    for (const d of lostDeals) {
-      const label = normalizeLostReason(d.lostReason);
-      const prevRow = lostReasonMap.get(label) ?? { count: 0, amount: 0 };
-      prevRow.count += 1;
-      prevRow.amount += decimalToBase(d.amount, d.currency, rates);
-      lostReasonMap.set(label, prevRow);
-    }
-    const lostReasonTotal =
-      [...lostReasonMap.values()].reduce((a, b) => a + b.count, 0) || 1;
-    const lostReasons = [...lostReasonMap.entries()]
-      .map(([label, row]) => ({
-        label,
-        count: row.count,
-        amount: Math.round(row.amount),
-        percent: Math.round((row.count / lostReasonTotal) * 1000) / 10,
-      }))
-      .sort((a, b) => b.count - a.count)
-      .slice(0, 6);
-
-    const activityTypeLabel: Record<string, string> = {
-      call: 'تماس',
-      meeting: 'جلسه',
-      task: 'کار',
-      note: 'یادداشت',
-    };
-    const activityByType = activityTypeGroups
-      .map((row) => ({
-        type: row.type,
-        label: activityTypeLabel[row.type] ?? row.type,
-        count: row._count._all,
-      }))
-      .sort((a, b) => b.count - a.count);
-
     const alerts: HomeDashboardDto['alerts'] = [];
     if (staleDeals.length) {
       const first = staleDeals[0]!;
@@ -2067,30 +1858,11 @@ export class ReportsService {
           changePercent: pctChange(openActivitiesToday, openActivitiesYesterday),
           changeLabel: 'نسبت به دیروز',
         },
-        {
-          key: 'win-rate',
-          label: 'نرخ برد',
-          value: winRate,
-          changePercent: null,
-          changeLabel: '۱۲ ماه اخیر',
-        },
-        {
-          key: 'overdue',
-          label: 'عقب‌افتاده',
-          value: overdueCount,
-          changePercent: null,
-          changeLabel: 'فعالیت باز',
-        },
       ],
       alerts,
       salesTrend,
-      customerGrowth,
       sources,
       topCustomers,
-      salesSummary,
-      funnel,
-      lostReasons,
-      activityByType,
     };
   }
 }
@@ -2148,21 +1920,6 @@ function normalizeSource(raw: string | null | undefined): string {
   return map[value.toLowerCase()] ?? value;
 }
 
-function normalizeImportSource(raw: string | null | undefined): string {
-  const value = raw?.trim().toLowerCase();
-  if (!value) return 'سایر';
-  const map: Record<string, string> = {
-    manual: 'دستی',
-    tahesab: 'ته‌حساب',
-    didar: 'دیدار',
-    excel: 'اکسل',
-    phone: 'تلفن',
-    lead_form: 'فرم لید',
-    other: 'سایر',
-  };
-  return map[value] ?? normalizeSource(raw);
-}
-
 function normalizeLostReason(raw: string | null | undefined): string {
   const value = raw?.trim();
   if (!value) return 'بدون دلیل ثبت‌شده';

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

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

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

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

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

@@ -5,6 +5,7 @@ import ExcelJS from 'exceljs';
 import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
+import { invoiceSalesInPeriod } from './invoice-ledger';
 
 function dec(value: Prisma.Decimal | number | string | null | undefined) {
   return new Prisma.Decimal(value ?? 0);
@@ -12,11 +13,20 @@ function dec(value: Prisma.Decimal | number | string | null | undefined) {
 function money(value: Prisma.Decimal | number | string) {
   return new Prisma.Decimal(value).toFixed(2);
 }
+function reasonText(value?: string | null) {
+  const text = value?.trim() ?? '';
+  return text ? text.slice(0, 500) : null;
+}
 function parseDate(iso?: string | null) {
   if (!iso) return null;
   const d = new Date(iso);
   return Number.isNaN(d.getTime()) ? null : d;
 }
+function payrollStatus(payable: Prisma.Decimal, paid: Prisma.Decimal) {
+  if (paid.lessThanOrEqualTo(0)) return 'open';
+  if (paid.greaterThanOrEqualTo(payable)) return 'settled';
+  return 'partial';
+}
 function periodKey(date: Date) {
   return date.toISOString().slice(0, 10);
 }
@@ -36,9 +46,15 @@ export class TreasuryOpsService {
   async listPayroll(actor: Actor) {
     const rows = await this.prisma.financialPayroll.findMany({
       where: { organizationId: actor.organizationId },
-      include: { movements: true },
+      include: {
+        movements: {
+          where: { voidedAt: null },
+          include: { account: { select: { name: true } } },
+          orderBy: { occurredAt: 'desc' },
+        },
+      },
       orderBy: { dueDate: 'desc' },
-      take: 100,
+      take: 500,
     });
     const users = await this.prisma.user.findMany({
       where: { id: { in: rows.map((row) => row.userId) } },
@@ -55,8 +71,11 @@ export class TreasuryOpsService {
       period: string;
       baseAmount: string | number;
       benefits?: string | number;
+      benefitsReason?: string | null;
       bonus?: string | number;
+      bonusReason?: string | null;
       deductions?: string | number;
+      deductionsReason?: string | null;
       dueDate?: string;
       notes?: string | null;
     },
@@ -81,14 +100,23 @@ export class TreasuryOpsService {
         period: input.period.trim(),
         baseAmount: base,
         benefits,
+        benefitsReason: benefits.greaterThan(0) ? reasonText(input.benefitsReason) : null,
         bonus,
+        bonusReason: bonus.greaterThan(0) ? reasonText(input.bonusReason) : null,
         deductions,
+        deductionsReason: deductions.greaterThan(0) ? reasonText(input.deductionsReason) : null,
         payable,
         dueDate: parseDate(input.dueDate) ?? new Date(),
         notes: input.notes?.trim() || null,
         createdById: actor.userId,
       },
-      include: { movements: true },
+      include: {
+        movements: {
+          where: { voidedAt: null },
+          include: { account: { select: { name: true } } },
+          orderBy: { occurredAt: 'desc' },
+        },
+      },
     });
     const user = await this.prisma.user.findUnique({ where: { id: row.userId }, select: { fullName: true } });
     return this.payrollDto(row, user?.fullName ?? '');
@@ -124,7 +152,7 @@ export class TreasuryOpsService {
     if (!account) throw new BadRequestException('حساب پرداخت پیدا نشد.');
     const balance = await this.balance(account.id);
     if (balance.lessThan(amount)) throw new BadRequestException('موجودی حساب کافی نیست.');
-    const status = paid.plus(amount).equals(row.payable) ? 'settled' : 'partial';
+    const status = payrollStatus(row.payable, paid.plus(amount));
     await this.prisma.$transaction([
       this.prisma.financialMovement.create({
         data: {
@@ -145,6 +173,123 @@ export class TreasuryOpsService {
     return this.listPayroll(actor);
   }
 
+  async updatePayroll(
+    actor: Actor,
+    id: string,
+    input: {
+      userId: string;
+      period: string;
+      baseAmount: string | number;
+      benefits?: string | number;
+      benefitsReason?: string | null;
+      bonus?: string | number;
+      bonusReason?: string | null;
+      deductions?: string | number;
+      deductionsReason?: string | null;
+    },
+  ) {
+    const row = await this.prisma.financialPayroll.findFirst({
+      where: { id, organizationId: actor.organizationId },
+      include: { movements: true },
+    });
+    if (!row || row.voidedAt || row.status === 'void') {
+      throw new NotFoundException('رکورد حقوق برای ویرایش پیدا نشد.');
+    }
+    const base = dec(input.baseAmount);
+    const benefits = dec(input.benefits ?? 0);
+    const bonus = dec(input.bonus ?? 0);
+    const deductions = dec(input.deductions ?? 0);
+    const payable = base.plus(benefits).plus(bonus).minus(deductions);
+    if (!input.userId || !input.period?.trim()) {
+      throw new BadRequestException('پرسنل و دوره حقوق لازم است.');
+    }
+    if (!payable.greaterThan(0)) throw new BadRequestException('مبلغ قابل پرداخت باید بزرگ‌تر از صفر باشد.');
+    const paid = this.paidOf(row.movements);
+    if (payable.lessThan(paid)) {
+      throw new BadRequestException('مبلغ قابل پرداخت از پرداخت‌های ثبت‌شده کمتر است.');
+    }
+    const member = await this.prisma.membership.findFirst({
+      where: { organizationId: actor.organizationId, userId: input.userId, isActive: true },
+    });
+    if (!member) throw new BadRequestException('این کاربر عضو محیط نیست.');
+    try {
+      await this.prisma.financialPayroll.update({
+        where: { id: row.id },
+        data: {
+          userId: input.userId,
+          period: input.period.trim(),
+          baseAmount: base,
+          benefits,
+          benefitsReason: benefits.greaterThan(0) ? reasonText(input.benefitsReason) : null,
+          bonus,
+          bonusReason: bonus.greaterThan(0) ? reasonText(input.bonusReason) : null,
+          deductions,
+          deductionsReason: deductions.greaterThan(0) ? reasonText(input.deductionsReason) : null,
+          payable,
+          status: payrollStatus(payable, paid),
+        },
+      });
+    } catch (error) {
+      if (error instanceof Prisma.PrismaClientKnownRequestError && error.code === 'P2002') {
+        throw new BadRequestException('برای این پرسنل در این دوره حقوق ثبت شده است.');
+      }
+      throw error;
+    }
+    return this.listPayroll(actor);
+  }
+
+  async updatePayrollPayment(
+    actor: Actor,
+    payrollId: string,
+    movementId: string,
+    input: { amount: string | number; accountId: string; occurredAt?: string },
+  ) {
+    const movement = await this.prisma.financialMovement.findFirst({
+      where: {
+        id: movementId,
+        payrollId,
+        organizationId: actor.organizationId,
+        voidedAt: null,
+      },
+    });
+    const payroll = await this.prisma.financialPayroll.findFirst({
+      where: { id: payrollId, organizationId: actor.organizationId },
+      include: { movements: true },
+    });
+    if (!movement || !payroll || payroll.voidedAt || payroll.status === 'void') {
+      throw new NotFoundException('پرداخت حقوق برای ویرایش پیدا نشد.');
+    }
+    const amount = dec(input.amount);
+    const otherPaid = this.paidOf(payroll.movements.filter((item) => item.id !== movement.id));
+    if (!amount.greaterThan(0) || otherPaid.plus(amount).greaterThan(payroll.payable)) {
+      throw new BadRequestException('مبلغ پرداخت حقوق نامعتبر است.');
+    }
+    const account = await this.prisma.financialAccount.findFirst({
+      where: { id: input.accountId, organizationId: actor.organizationId },
+    });
+    if (!account || (!account.isActive && account.id !== movement.accountId)) {
+      throw new BadRequestException('حساب پرداخت پیدا نشد.');
+    }
+    const available = await this.balance(account.id);
+    const room = account.id === movement.accountId ? available.plus(movement.amount) : available;
+    if (room.lessThan(amount)) throw new BadRequestException('موجودی حساب کافی نیست.');
+    await this.prisma.$transaction([
+      this.prisma.financialMovement.update({
+        where: { id: movement.id },
+        data: {
+          accountId: account.id,
+          amount,
+          occurredAt: parseDate(input.occurredAt) ?? movement.occurredAt,
+        },
+      }),
+      this.prisma.financialPayroll.update({
+        where: { id: payroll.id },
+        data: { status: payrollStatus(payroll.payable, otherPaid.plus(amount)) },
+      }),
+    ]);
+    return this.listPayroll(actor);
+  }
+
   async listRecurring(actor: Actor) {
     const rows = await this.prisma.financialRecurringItem.findMany({
       where: { organizationId: actor.organizationId },
@@ -327,6 +472,8 @@ export class TreasuryOpsService {
     sheet.addRow(['شاخص', 'این دوره', 'دوره قبل']);
     const rows: Array<[string, string, string]> = [
       ['درآمد ثبت‌شده', data.current.bookedIncome, data.previous.bookedIncome],
+      ['فروش فاکتور', data.current.invoiceSales, data.previous.invoiceSales],
+      ['فاکتور برگشتی', data.current.invoiceCredits, data.previous.invoiceCredits],
       ['هزینه ثبت‌شده', data.current.bookedExpense, data.previous.bookedExpense],
       ['سود عملیاتی', data.current.operatingProfit, data.previous.operatingProfit],
       ['ورود وجه', data.current.cashIn, data.previous.cashIn],
@@ -411,10 +558,15 @@ export class TreasuryOpsService {
       amount: money(amount),
       share: bookedExpense.equals(0) ? '0' : amount.div(bookedExpense).mul(100).toFixed(1),
     }));
+    const invoiceSales = await invoiceSalesInPeriod(this.prisma, organizationId, from, to);
     return {
       bookedIncome: money(bookedIncome),
+      invoiceSales: invoiceSales.sales,
+      invoiceCredits: invoiceSales.credits,
       bookedExpense: money(bookedExpense),
-      operatingProfit: money(bookedIncome.minus(bookedExpense)),
+      operatingProfit: money(
+        bookedIncome.plus(invoiceSales.net).minus(bookedExpense),
+      ),
       cashIn: money(cashIn),
       cashOut: money(cashOut),
       cashNet: money(cashIn.minus(cashOut)),
@@ -475,12 +627,22 @@ export class TreasuryOpsService {
       period: string;
       baseAmount: Prisma.Decimal;
       benefits: Prisma.Decimal;
+      benefitsReason?: string | null;
       bonus: Prisma.Decimal;
+      bonusReason?: string | null;
       deductions: Prisma.Decimal;
+      deductionsReason?: string | null;
       payable: Prisma.Decimal;
       dueDate: Date;
       status: string;
-      movements: Array<{ amount: Prisma.Decimal; voidedAt: Date | null }>;
+      movements: Array<{
+        id: string;
+        amount: Prisma.Decimal;
+        voidedAt: Date | null;
+        accountId: string;
+        occurredAt: Date;
+        account?: { name: string } | null;
+      }>;
     },
     fullName: string,
   ) {
@@ -493,13 +655,25 @@ export class TreasuryOpsService {
       period: row.period,
       baseAmount: money(row.baseAmount),
       benefits: money(row.benefits),
+      benefitsReason: row.benefitsReason?.trim() || null,
       bonus: money(row.bonus),
+      bonusReason: row.bonusReason?.trim() || null,
       deductions: money(row.deductions),
+      deductionsReason: row.deductionsReason?.trim() || null,
       payable: money(row.payable),
       paidAmount: money(paid),
       remaining: money(left.isNegative() ? 0 : left),
       dueDate: row.dueDate.toISOString(),
       status: row.status,
+      payments: row.movements
+        .filter((item) => !item.voidedAt)
+        .map((item) => ({
+          id: item.id,
+          amount: money(item.amount),
+          occurredAt: item.occurredAt.toISOString(),
+          accountId: item.accountId,
+          accountName: item.account?.name ?? '',
+        })),
     };
   }
 

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

@@ -129,6 +129,29 @@ export class TreasuryController {
     return this.treasury.partyBalances(user, kind === 'expense' ? 'expense' : 'income');
   }
 
+  @Post('party-balances/collect')
+  collectPartyBalance(
+    @CurrentUser() user: Actor,
+    @Body()
+    body: {
+      kind?: string;
+      partyKind?: 'person' | 'company' | 'user';
+      partyId?: string;
+      amount?: string | number;
+      accountId?: string;
+      occurredAt?: string;
+    },
+  ) {
+    return this.treasury.collectPartyBalance(user, {
+      kind: body.kind === 'expense' ? 'expense' : 'income',
+      partyKind: body.partyKind ?? 'person',
+      partyId: body.partyId ?? '',
+      amount: body.amount ?? 0,
+      accountId: body.accountId ?? '',
+      occurredAt: body.occurredAt,
+    });
+  }
+
   @Get('documents')
   documents(
     @CurrentUser() user: Actor,
@@ -232,6 +255,25 @@ export class TreasuryController {
     return this.ops.createPayroll(user, body);
   }
 
+  @Patch('payroll/:id')
+  updatePayroll(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() body: Parameters<TreasuryOpsService['updatePayroll']>[2],
+  ) {
+    return this.ops.updatePayroll(user, id, body);
+  }
+
+  @Patch('payroll/:id/payments/:movementId')
+  updatePayrollPayment(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Param('movementId') movementId: string,
+    @Body() body: Parameters<TreasuryOpsService['updatePayrollPayment']>[3],
+  ) {
+    return this.ops.updatePayrollPayment(user, id, movementId, body);
+  }
+
   @Post('payroll/:id/pay')
   payPayroll(
     @CurrentUser() user: Actor,

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

@@ -25,6 +25,7 @@ import { PrismaService } from '../prisma/prisma.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { StorageQuotaService } from '../billing/storage-quota.service';
 import type { Actor } from '../common/record-scope';
+import { loadInvoicePartyPositions, invoiceSalesInPeriod } from './invoice-ledger';
 import { TreasuryReceivablesService } from './treasury-receivables.service';
 
 const INCOME_CATEGORIES = ['فروش خدمات', 'فروش کالا', 'سایر درآمدها'];
@@ -359,6 +360,7 @@ export class TreasuryService {
         organizationId: actor.organizationId,
         accountId,
         voidedAt: null,
+        kind: { not: 'allocation' },
         ...(from || to
           ? {
               occurredAt: {
@@ -377,6 +379,7 @@ export class TreasuryService {
           organizationId: actor.organizationId,
           accountId,
           voidedAt: null,
+          kind: { not: 'allocation' },
           occurredAt: { lt: from },
         },
         select: { direction: true, amount: true },
@@ -530,6 +533,8 @@ export class TreasuryService {
       settleAmount?: string | number | null;
       accountId?: string | null;
       settledAt?: string | null;
+      /** دریافت یا پرداخت روی مانده؛ سند تعهدی جدید نمی‌سازد. */
+      settlement?: boolean;
     },
   ): Promise<FinancialDocumentDto> {
     const title = input.title.trim();
@@ -560,6 +565,17 @@ export class TreasuryService {
       }
     }
     const bookedAt = startOfDay(input.bookedAt) ?? new Date();
+    const settlement = input.settlement === true;
+    if (settlement) {
+      if (party.partyKind === 'other') {
+        throw new BadRequestException('برای دریافت یا پرداخت، طرف حساب واقعی لازم است.');
+      }
+      if (!settle.equals(amount) || !settle.greaterThan(0)) {
+        throw new BadRequestException('مبلغ دریافت یا پرداخت را وارد کنید.');
+      }
+      if (!input.accountId) throw new BadRequestException('حساب را انتخاب کنید.');
+    }
+    const payExisting = settlement;
     const doc = await this.prisma.$transaction(async (tx) => {
       const reference = await this.nextDocumentReference(
         tx,
@@ -606,6 +622,45 @@ export class TreasuryService {
           },
         });
       }
+      if (payExisting && input.accountId) {
+        const leftover = await this.allocatePartyBalance(tx, actor, {
+          party,
+          sourceId: created.id,
+          kind: input.kind,
+          amount: settle,
+          accountId: input.accountId,
+          occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
+          memo: title,
+        });
+        if (leftover.greaterThan(0)) {
+          const opposite = input.kind === 'income' ? 'expense' : 'income';
+          const oppositeRef = await this.nextDocumentReference(
+            tx,
+            actor.organizationId,
+            opposite,
+            input.bookedAt,
+            bookedAt,
+          );
+          await tx.financialDocument.create({
+            data: {
+              organizationId: actor.organizationId,
+              kind: opposite,
+              title,
+              amount: leftover,
+              bookedAt,
+              personId: party.personId,
+              companyId: party.companyId,
+              userId: party.userId,
+              partyKind: party.partyKind,
+              partyName: party.partyName,
+              status: 'open',
+              reference: oppositeRef,
+              notes: `source:${created.id}`,
+              createdById: actor.userId,
+            },
+          });
+        }
+      }
       return tx.financialDocument.findUniqueOrThrow({
         where: { id: created.id },
         include: { category: true, account: true, movements: true },
@@ -727,6 +782,7 @@ export class TreasuryService {
       amount: Prisma.Decimal;
       settled: Prisma.Decimal;
       remaining: Prisma.Decimal;
+      documentRemaining: Prisma.Decimal;
     }>();
     for (const row of rows) {
       if (row.partyKind === 'other') continue;
@@ -747,13 +803,43 @@ export class TreasuryService {
         amount: new Prisma.Decimal(0),
         settled: new Prisma.Decimal(0),
         remaining: new Prisma.Decimal(0),
+        documentRemaining: new Prisma.Decimal(0),
       };
       current.amount = current.amount.plus(row.amount);
       current.settled = current.settled.plus(settled);
       current.remaining = current.remaining.plus(rawRemaining);
+      current.documentRemaining = current.documentRemaining.plus(rawRemaining);
       buckets.set(key, current);
     }
+
+    const invoiceParties = await loadInvoicePartyPositions(this.prisma, actor.organizationId);
+    for (const party of invoiceParties) {
+      const onDebtorSide = party.net.greaterThan(0);
+      if (kind === 'income' && !onDebtorSide) continue;
+      if (kind === 'expense' && onDebtorSide) continue;
+      const remaining = party.net.abs();
+      const amount = onDebtorSide ? party.billed : Prisma.Decimal.max(party.billed, remaining);
+      const settled = Prisma.Decimal.max(amount.minus(remaining), 0);
+      const current = buckets.get(party.key) ?? {
+        key: party.key,
+        partyKind: party.partyKind,
+        partyName: party.partyName,
+        amount: new Prisma.Decimal(0),
+        settled: new Prisma.Decimal(0),
+        remaining: new Prisma.Decimal(0),
+        documentRemaining: new Prisma.Decimal(0),
+      };
+      current.amount = current.amount.plus(amount);
+      current.settled = current.settled.plus(settled);
+      current.remaining = current.remaining.plus(remaining);
+      if (!current.partyName || current.partyName === 'بدون طرف حساب') {
+        current.partyName = party.partyName;
+      }
+      buckets.set(party.key, current);
+    }
+
     return [...buckets.values()]
+      .filter((row) => row.remaining.greaterThan(0))
       .sort((a, b) => b.remaining.comparedTo(a.remaining))
       .map((row) => ({
         key: row.key,
@@ -762,9 +848,122 @@ export class TreasuryService {
         amount: money(row.amount),
         settledAmount: money(row.settled),
         remaining: money(row.remaining),
+        documentRemaining: money(row.documentRemaining),
       }));
   }
 
+  /** دریافت یا پرداختِ بخشی از ماندهٔ سندهای باز یک طرف حساب، بدون ساخت سند جدید. */
+  async collectPartyBalance(
+    actor: Actor,
+    input: {
+      kind: 'income' | 'expense';
+      partyKind: 'person' | 'company' | 'user';
+      partyId: string;
+      amount: string | number;
+      accountId: string;
+      occurredAt?: string;
+    },
+  ): Promise<{ applied: string; documentCount: number }> {
+    const amount = dec(input.amount);
+    if (!amount.greaterThan(0)) throw new BadRequestException('مبلغ باید بزرگ‌تر از صفر باشد.');
+    const partyId = input.partyId.trim();
+    if (!partyId) throw new BadRequestException('طرف حساب را انتخاب کنید.');
+    if (input.partyKind !== 'person' && input.partyKind !== 'company' && input.partyKind !== 'user') {
+      throw new BadRequestException('این مانده به سند بازی وصل نیست.');
+    }
+    if (!input.accountId.trim()) throw new BadRequestException('حساب را انتخاب کنید.');
+    const account = await this.requireAccount(actor.organizationId, input.accountId, actor);
+    if (!account.isActive) throw new BadRequestException('حساب غیرفعال است.');
+    const scope = await this.accountScope(actor);
+    const docs = await this.prisma.financialDocument.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        kind: input.kind,
+        voidedAt: null,
+        status: { in: ['open', 'partial'] },
+        partyKind: input.partyKind,
+        ...(input.partyKind === 'person' ? { personId: partyId } : {}),
+        ...(input.partyKind === 'company' ? { companyId: partyId } : {}),
+        ...(input.partyKind === 'user' ? { userId: partyId } : {}),
+        ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
+      },
+      include: { movements: { select: { amount: true, voidedAt: true } } },
+      orderBy: [{ bookedAt: 'asc' }, { createdAt: 'asc' }],
+    });
+    const open = docs
+      .map((doc) => {
+        const remaining = doc.amount.minus(this.settledOf(doc.movements));
+        return { doc, remaining };
+      })
+      .filter((row) => row.remaining.greaterThan(0));
+    const available = open.reduce((sum, row) => sum.plus(row.remaining), new Prisma.Decimal(0));
+    if (!available.greaterThan(0)) {
+      throw new BadRequestException(
+        'سند بازی برای کم کردن این مانده نیست. اگر مانده از فاکتور است، دریافت را روی خود فاکتور ثبت کنید.',
+      );
+    }
+    if (amount.greaterThan(available)) {
+      throw new BadRequestException('مبلغ از ماندهٔ سندهای باز این طرف حساب بیشتر است.');
+    }
+    if (input.kind === 'expense') {
+      const balance = await this.accountBalance(account.id);
+      if (balance.lessThan(amount)) {
+        throw new BadRequestException('موجودی حساب برای این پرداخت کافی نیست.');
+      }
+    }
+    const occurredAt = startOfDay(input.occurredAt) ?? new Date();
+    let left = amount;
+    const touched: string[] = [];
+    await this.prisma.$transaction(async (tx) => {
+      for (const row of open) {
+        if (!left.greaterThan(0)) break;
+        const slice = left.lessThan(row.remaining) ? left : row.remaining;
+        const status = slice.equals(row.remaining) ? 'settled' : 'partial';
+        await tx.financialMovement.create({
+          data: {
+            organizationId: actor.organizationId,
+            accountId: account.id,
+            documentId: row.doc.id,
+            direction: input.kind === 'income' ? 'in' : 'out',
+            amount: slice,
+            kind: input.kind === 'income' ? 'receipt' : 'payment',
+            occurredAt,
+            memo: input.kind === 'income' ? 'دریافت از مانده' : 'پرداخت از مانده',
+            createdById: actor.userId,
+          },
+        });
+        await tx.financialDocument.update({
+          where: { id: row.doc.id },
+          data: { status, accountId: account.id },
+        });
+        if (status === 'settled') {
+          await tx.financialRecurringOccurrence.updateMany({
+            where: { documentId: row.doc.id, status: 'pending' },
+            data: { status: 'confirmed' },
+          });
+        }
+        touched.push(row.doc.id);
+        left = left.minus(slice);
+      }
+    });
+    await this.prisma.financialAuditLog.create({
+      data: {
+        organizationId: actor.organizationId,
+        entityType: 'document',
+        entityId: touched[0] ?? partyId,
+        action: 'settle',
+        after: {
+          amount: amount.toFixed(2),
+          accountId: account.id,
+          documentIds: touched,
+          partyId,
+        },
+        actorUserId: actor.userId,
+      },
+    }).catch(() => undefined);
+    return { applied: money(amount), documentCount: touched.length };
+  }
+
   private async resolveParty(
     actor: Actor,
     input: {
@@ -908,16 +1107,51 @@ export class TreasuryService {
     });
     if (!doc || doc.voidedAt) throw new NotFoundException('سند پیدا نشد.');
     const now = new Date();
-    await this.prisma.$transaction([
+    await this.prisma.$transaction(async (tx) => {
-      this.prisma.financialMovement.updateMany({
+      const allocations = await tx.financialMovement.findMany({
+        where: { organizationId: actor.organizationId, reference: `alloc:${doc.id}`, voidedAt: null },
+        select: { documentId: true },
+      });
+      await tx.financialMovement.updateMany({
         where: { documentId: doc.id, voidedAt: null },
         data: { voidedAt: now },
-      }),
+      });
-      this.prisma.financialDocument.update({
+      await tx.financialMovement.updateMany({
+        where: { organizationId: actor.organizationId, reference: `alloc:${doc.id}`, voidedAt: null },
+        data: { voidedAt: now },
+      });
+      await tx.financialDocument.update({
         where: { id: doc.id },
         data: { status: 'void', voidedAt: now, voidReason: reason?.trim() || 'ابطال' },
-      }),
+      });
-    ]);
+      const excess = await tx.financialDocument.findMany({
+        where: {
+          organizationId: actor.organizationId,
+          notes: `source:${doc.id}`,
+          voidedAt: null,
+          status: { in: ['open', 'partial'] },
+        },
+        include: { movements: { select: { voidedAt: true } } },
+      });
+      for (const child of excess) {
+        if (child.movements.some((row) => !row.voidedAt)) continue;
+        await tx.financialDocument.update({
+          where: { id: child.id },
+          data: { status: 'void', voidedAt: now, voidReason: 'ابطال سند مبدأ' },
+        });
+      }
+      const affected = [...new Set(allocations.map((row) => row.documentId).filter((id): id is string => Boolean(id)))];
+      for (const documentId of affected) {
+        const row = await tx.financialDocument.findUnique({
+          where: { id: documentId },
+          include: { movements: { select: { amount: true, voidedAt: true } } },
+        });
+        if (!row || row.voidedAt || row.status === 'void') continue;
+        const settled = this.settledOf(row.movements);
+        const status = settled.equals(0) ? 'open' : settled.greaterThanOrEqualTo(row.amount) ? 'settled' : 'partial';
+        await tx.financialDocument.update({ where: { id: row.id }, data: { status } });
+      }
+    });
     const fresh = await this.prisma.financialDocument.findUniqueOrThrow({
       where: { id: doc.id },
       include: { category: true, account: true, movements: true },
@@ -1092,6 +1326,17 @@ export class TreasuryService {
     }
     const bookedIncome = dec(income._sum.amount);
     const bookedExpense = dec(expense._sum.amount);
+    const invoiceSales = await invoiceSalesInPeriod(
+      this.prisma,
+      actor.organizationId,
+      from,
+      to,
+    );
+    const invoiceParties = await loadInvoicePartyPositions(this.prisma, actor.organizationId);
+    for (const party of invoiceParties) {
+      if (party.net.greaterThan(0)) receivables = receivables.plus(party.net);
+      else payables = payables.plus(party.net.abs());
+    }
     const totalBalance = accounts.reduce(
       (sum, account) => sum.plus(account.balance),
       new Prisma.Decimal(0),
@@ -1101,7 +1346,7 @@ export class TreasuryService {
       actualReceipts: money(dec(receipts._sum.amount)),
       bookedExpense: money(bookedExpense),
       actualPayments: money(dec(payments._sum.amount)),
-      operatingProfit: money(bookedIncome.minus(bookedExpense)),
+      operatingProfit: money(bookedIncome.plus(invoiceSales.net).minus(bookedExpense)),
       receivables: money(receivables),
       payables: money(payables),
       totalBalance: money(totalBalance),
@@ -1111,6 +1356,76 @@ export class TreasuryService {
     };
   }
 
+  /** مبلغ قطعی را از ماندهٔ باز همان طرف کم می‌کند؛ اول سندهای هم‌نوع، بعد طرف مقابل. روی موجودی حساب اثر ندارد. */
+  private async allocatePartyBalance(
+    tx: Prisma.TransactionClient,
+    actor: Actor,
+    input: {
+      party: { partyKind: string; personId: string | null; companyId: string | null; userId: string | null };
+      sourceId: string;
+      kind: 'income' | 'expense';
+      amount: Prisma.Decimal;
+      accountId: string;
+      occurredAt: Date;
+      memo: string;
+    },
+  ): Promise<Prisma.Decimal> {
+    const scope = await this.accountScope(actor);
+    const openDocs = await tx.financialDocument.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        id: { not: input.sourceId },
+        voidedAt: null,
+        status: { in: ['open', 'partial'] },
+        partyKind: input.party.partyKind,
+        ...(input.party.personId ? { personId: input.party.personId } : {}),
+        ...(input.party.companyId ? { companyId: input.party.companyId } : {}),
+        ...(input.party.userId ? { userId: input.party.userId } : {}),
+        ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
+      },
+      include: { movements: { select: { amount: true, voidedAt: true } } },
+      orderBy: [{ bookedAt: 'asc' }, { createdAt: 'asc' }],
+    });
+    const ordered = [
+      ...openDocs.filter((row) => row.kind === input.kind),
+      ...openDocs.filter((row) => row.kind !== input.kind),
+    ];
+    let left = input.amount;
+    for (const row of ordered) {
+      if (!left.greaterThan(0)) break;
+      const remaining = row.amount.minus(this.settledOf(row.movements));
+      if (!remaining.greaterThan(0)) continue;
+      const slice = left.lessThan(remaining) ? left : remaining;
+      const status = slice.equals(remaining) ? 'settled' : 'partial';
+      await tx.financialMovement.create({
+        data: {
+          organizationId: actor.organizationId,
+          accountId: input.accountId,
+          documentId: row.id,
+          direction: row.kind === 'income' ? 'in' : 'out',
+          amount: slice,
+          kind: 'allocation',
+          occurredAt: input.occurredAt,
+          memo: input.memo,
+          reference: `alloc:${input.sourceId}`,
+          createdById: actor.userId,
+        },
+      });
+      await tx.financialDocument.update({
+        where: { id: row.id },
+        data: { status },
+      });
+      if (status === 'settled') {
+        await tx.financialRecurringOccurrence.updateMany({
+          where: { documentId: row.id, status: 'pending' },
+          data: { status: 'confirmed' },
+        });
+      }
+      left = left.minus(slice);
+    }
+    return left;
+  }
+
   private settledOf(movements: Array<{ amount: Prisma.Decimal; voidedAt: Date | null }>) {
     return movements
       .filter((row) => !row.voidedAt)
@@ -1119,7 +1434,7 @@ export class TreasuryService {
 
   private async accountBalance(accountId: string) {
     const rows = await this.prisma.financialMovement.findMany({
-      where: { accountId, voidedAt: null },
+      where: { accountId, voidedAt: null, kind: { not: 'allocation' } },
       select: { direction: true, amount: true },
     });
     return rows.reduce(
@@ -1194,7 +1509,7 @@ export class TreasuryService {
     const from = startOfDay(range?.from);
     const to = startOfDay(range?.to);
     const movements = await this.prisma.financialMovement.findMany({
-      where: { accountId: account.id, voidedAt: null },
+      where: { accountId: account.id, voidedAt: null, kind: { not: 'allocation' } },
       select: { direction: true, amount: true, kind: true, occurredAt: true },
     });
     let balance = new Prisma.Decimal(0);

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

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

apps/api/test/record-scope.test.ts

@@ -1,6 +1,11 @@
 import { describe, it } from 'node:test';
 import assert from 'node:assert/strict';
-import { leadsDeepWhere, resolveSectionAccess } from '../src/common/data-access';
+import {
+  customersCompanyWhere,
+  customersPersonWhere,
+  leadsDeepWhere,
+  resolveSectionAccess,
+} from '../src/common/data-access';
 import {
   noteAccessWhere,
   normalizeDataVisibility,
@@ -122,3 +127,49 @@ describe('عمق داده وقتی نقش فقط بعضی بخش‌ها را ذ
     assert.deepEqual(leads.section, { mode: 'rules', rules: [{ owners: ['self'] }] });
   });
 });
+
+describe('مسئول گروه مشتری روی عمق داده', () => {
+  const selfAccess = { mode: 'rules' as const, rules: [{ owners: ['self' as const] }] };
+
+  it('محدودیت self با OR مسئول گروه برای شخص', () => {
+    const where = customersPersonWhere({
+      userId: 'u1',
+      role: 'sales',
+      customersAccess: selfAccess,
+      teamPeerIds: null,
+    });
+    assert.deepEqual(where, {
+      OR: [
+        { ownerId: 'u1' },
+        { groupLinks: { some: { group: { assignees: { some: { id: 'u1' } } } } } },
+      ],
+    });
+  });
+
+  it('محدودیت self با OR مسئول گروه برای شرکت', () => {
+    const where = customersCompanyWhere({
+      userId: 'u1',
+      role: 'sales',
+      customersAccess: selfAccess,
+      teamPeerIds: null,
+    });
+    assert.deepEqual(where, {
+      OR: [
+        { ownerId: 'u1' },
+        { groupLinks: { some: { group: { assignees: { some: { id: 'u1' } } } } } },
+      ],
+    });
+  });
+
+  it('بدون محدودیت عمقی، فیلتر اضافه نمی‌شود', () => {
+    assert.deepEqual(
+      customersPersonWhere({
+        userId: 'u1',
+        role: 'sales',
+        customersAccess: { mode: 'all', rules: [] },
+        teamPeerIds: null,
+      }),
+      {},
+    );
+  });
+});

apps/web/index.html

@@ -4,7 +4,7 @@
     <meta charset="UTF-8" />
     <meta name="viewport" content="width=device-width, initial-scale=1.0" />
     <title>منتکت | Montact CRM</title>
-    <link rel="icon" type="image/svg+xml" href="/brand/logo.svg" />
+    <link rel="icon" type="image/png" href="/brand/logo.png" />
     <style>
       /* چیدمان اولیه؛ استایل کامپوننت بعداً همین را دقیق‌تر می‌کند */
       .app-frame {

apps/web/package.json

@@ -22,9 +22,7 @@
     "xlsx": "^0.18.5"
   },
   "devDependencies": {
-    "@tailwindcss/vite": "^4.3.3",
     "@vitejs/plugin-vue": "^5.2.3",
-    "tailwindcss": "^4.3.3",
     "typescript": "^5.8.2",
     "vite": "^6.2.2",
     "vue-tsc": "^2.2.8"

apps/web/public/brand/logo.svg

@@ -1,25 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<svg id="Layer_2" data-name="Layer 2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 197.7 151.02">
-  <defs>
-    <style>
-      .cls-1 {
-        fill: #10897d;
-      }
-
-      .cls-2 {
-        fill: #16c1a8;
-      }
-
-      .cls-3 {
-        fill: #43f7dd;
-      }
-    </style>
-  </defs>
-  <g id="Layer_1-2" data-name="Layer 1">
-    <path class="cls-1" d="M43.57,77.15v64.37c0,4.79-3.88,8.67-8.67,8.67H8.67c-4.79,0-8.67-3.88-8.67-8.67V51.62c0-2.96,1.51-5.71,3.99-7.3l41.67-26.69c3.67-2.35,8.52-1.61,11.32,1.73l35.74,42.59c.57.68,1.6.72,2.22.09l26.07-26.6c3.38-3.45,8.92-3.47,12.33-.06l19.42,19.42c3.39,3.39,3.39,8.88,0,12.26l-55.06,55.06c-3.58,3.58-9.45,3.35-12.73-.5l-38.76-45.42c-.9-1.06-2.64-.42-2.64.97Z"/>
-    <circle class="cls-3" cx="167.06" cy="21.02" r="21.02"/>
-    <rect class="cls-3" x="172.68" y="52.7" width="25.02" height="98.32" rx="12.51" ry="12.51"/>
-    <rect class="cls-2" x="142.38" y="83.17" width="25.02" height="67.85" rx="12.51" ry="12.51"/>
-    <rect class="cls-1" x="111.4" y="114.24" width="25.02" height="36.78" rx="12.51" ry="12.51"/>
-  </g>
-</svg>

apps/web/public/brand/montact-wordmark.svg

@@ -1,37 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<svg id="Layer_2" data-name="Layer 2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 246.7 46.59">
-  <defs>
-    <style>
-      .cls-1 {
-        fill: #10897d;
-      }
-
-      .cls-2 {
-        fill: #16c1a8;
-      }
-
-      .cls-3 {
-        fill: #43f7dd;
-      }
-    </style>
-  </defs>
-  <g id="Layer_1-2" data-name="Layer 1">
-    <g>
-      <path class="cls-1" d="M199.15,23.8v19.86c0,1.48-1.2,2.67-2.67,2.67h-8.09c-1.48,0-2.67-1.2-2.67-2.67V15.92c0-.91.47-1.76,1.23-2.25l12.85-8.23c1.13-.72,2.63-.5,3.49.53l11.02,13.14c.18.21.49.22.68.03l8.04-8.21c1.04-1.06,2.75-1.07,3.8-.02l5.99,5.99c1.05,1.05,1.05,2.74,0,3.78l-16.98,16.98c-1.1,1.1-2.92,1.03-3.93-.15l-11.96-14.01c-.28-.33-.81-.13-.81.3h0Z"/>
-      <circle class="cls-3" cx="237.24" cy="6.48" r="6.48"/>
-      <path class="cls-3" d="M242.84,16.26h0c2.13,0,3.86,1.73,3.86,3.86v22.61c0,2.13-1.73,3.86-3.86,3.86h0c-2.13,0-3.86-1.73-3.86-3.86v-22.61c0-2.13,1.73-3.86,3.86-3.86Z"/>
-      <path class="cls-2" d="M233.49,25.66h0c2.13,0,3.86,1.73,3.86,3.86v13.21c0,2.13-1.73,3.86-3.86,3.86h0c-2.13,0-3.86-1.73-3.86-3.86v-13.21c0-2.13,1.73-3.86,3.86-3.86Z"/>
-      <rect class="cls-1" x="220.08" y="35.24" width="7.72" height="11.35" rx="3.86" ry="3.86"/>
-    </g>
-    <g>
-      <path class="cls-1" d="M132.19,17.19v2.66c0,1.27,1.03,2.29,2.29,2.29h2.66c1.27,0,2.29-1.03,2.29-2.29v-2.66c0-1.27-1.03-2.29-2.29-2.29h-2.66c-1.27,0-2.29,1.03-2.29,2.29Z"/>
-      <path class="cls-1" d="M102.53,17.19v2.66c0,1.27,1.03,2.29,2.29,2.29h12.91c1.27,0,2.29-1.03,2.29-2.29v-2.66c0-1.27-1.03-2.29-2.29-2.29h-12.91c-1.27,0-2.29,1.03-2.29,2.29Z"/>
-      <path class="cls-1" d="M13.73,20.2v2.66c0,1.27,1.03,2.29,2.29,2.29h12.91c1.27,0,2.29-1.03,2.29-2.29v-2.66c0-1.27-1.03-2.29-2.29-2.29h-12.91c-1.27,0-2.29,1.03-2.29,2.29Z"/>
-      <g>
-        <path class="cls-1" d="M173.05,30.25c-.52-1.2-1.24-2.25-2.14-3.16-.91-.9-1.96-1.62-3.16-2.14-1.2-.52-2.49-.78-3.88-.78h-3.25c-1.12,0-2.2.19-3.24.58-1.04.39-1.98.92-2.81,1.59-.83.68-1.54,1.49-2.11,2.43-.58.95-.97,1.98-1.16,3.1l-1.16,5.97c-.16.66-.47,1.18-.96,1.56-.48.39-1.05.58-1.71.58h-6.49c-.74,0-1.31-.26-1.74-.78-.43-.52-.56-1.15-.41-1.88l1.35-6.87c.25-1.25-.58-2.47-1.84-2.69l-2.52-.46c-1.22-.22-2.4.57-2.65,1.79l-1.81,8.7c-.12.66-.43,1.19-.93,1.59-.5.4-1.08.61-1.74.61h-10.08c-.74,0-1.31-.26-1.74-.78-.43-.52-.56-1.15-.41-1.88l1.35-6.87c.25-1.25-.58-2.47-1.84-2.69l-2.52-.46c-1.22-.22-2.4.57-2.65,1.79l-1.81,8.7c-.12.66-.43,1.19-.93,1.59-.5.4-1.08.61-1.74.61h-9.5c-.66,0-1.22-.22-1.68-.67-.46-.44-.69-.99-.69-1.65v-3.53c0-1.39-.26-2.69-.78-3.91-.52-1.22-1.24-2.28-2.14-3.19-.91-.91-1.96-1.62-3.16-2.14-1.2-.52-2.49-.78-3.88-.78h-21.78l9.58-11.3c.79-.94.71-2.33-.19-3.17l-1.79-1.65c-.96-.88-2.45-.79-3.29.2l-14.66,17.17c-.79.92-.72,2.3.16,3.14l3.59,3.43h29.14c.54,0,1.02.2,1.45.61.43.4.64.9.64,1.48v4.11c0,.54-.19.99-.58,1.33-.39.35-.79.52-1.22.52h-38.23c-.66,0-1.21-.22-1.65-.67-.44-.44-.67-.99-.67-1.65v-8.54c0-1.27-1.03-2.29-2.29-2.29h-2.6c-1.27,0-2.29,1.03-2.29,2.29v8.6c0,.66-.22,1.2-.67,1.62-.44.43-.99.64-1.65.64H11.53c-1.2,0-2.22-.4-3.07-1.21-.85-.81-1.27-1.83-1.27-3.07v-8.25c0-1.27-1.03-2.29-2.29-2.29h-2.6c-1.27,0-2.29,1.03-2.29,2.29v6.47c0,1.66.32,3.24.96,4.72.64,1.49,1.51,2.79,2.61,3.91,1.1,1.12,2.39,2,3.88,2.63,1.49.64,3.06.96,4.72.96h22.01c1.39,0,2.69-.25,3.91-.75,1.22-.5,2.33-1.33,3.33-2.49,1.93,2.16,4.29,3.24,7.07,3.24h35.8c1.24,0,2.44-.23,3.62-.69,1.18-.46,2.25-1.08,3.22-1.85.93.77,1.98,1.39,3.16,1.85,1.18.46,2.44.69,3.79.69h7.59c1.23,0,2.48-.29,3.74-.87,1.25-.58,2.25-1.37,2.98-2.38.58,1,1.46,1.8,2.64,2.38,1.18.58,2.36.87,3.56.87h9.44c1.23,0,2.48-.29,3.74-.87,1.25-.58,2.25-1.37,2.98-2.38.58,1,1.46,1.8,2.64,2.38,1.18.58,2.37.87,3.56.87h6.03c1.24,0,2.39-.23,3.47-.69,1.08-.46,2.07-1.29,2.95-2.49.89,1.24,1.86,2.08,2.93,2.52,1.06.44,2.15.67,3.27.67h6.6c1.04,0,2.03-.2,2.95-.61.93-.4,1.74-.96,2.43-1.65s1.24-1.51,1.65-2.43c.4-.93.61-1.91.61-2.95v-4.36c0-1.39-.26-2.68-.78-3.88ZM166.65,39.98h-7.99c-.43,0-.77-.15-1.04-.46-.27-.31-.37-.67-.29-1.1l.93-4.64c.08-.42.27-.77.58-1.04.31-.27.67-.4,1.1-.4h4.98c.5,0,.92.17,1.24.52.33.35.49.75.49,1.22v5.91Z"/>
-        <path class="cls-3" d="M166.7,16.1c-.65.12-1.24.25-1.77.37-.53.12-1.12.26-1.79.4-.67.14-1.34.29-2.02.44-1.3.29-2.73.61-4.28.94-.68.15-1.34-.31-1.45-1l-.24-1.57c-.1-.63.31-1.23.94-1.36l4.01-.88c-.09-.34-.16-.61-.21-.81-.05-.2-.09-.38-.12-.54-.03-.15-.07-.33-.12-.54-.05-.2-.09-.47-.12-.81-.06-.59,0-1.13.21-1.63.2-.5.48-.95.84-1.35.36-.4.78-.73,1.26-.98.48-.25.95-.4,1.42-.47l2.42-.42c.56-.09,1.11-.05,1.65.14.54.19,1.02.46,1.44.81s.78.78,1.07,1.28c.29.5.49,1.01.58,1.54l.23,1.4c.12.62.09,1.21-.09,1.77-.19.56-.47,1.05-.84,1.49-.37.43-.82.81-1.35,1.12-.53.31-1.09.53-1.68.65ZM166.79,11.54s-.02-.1-.05-.21c-.03-.11-.06-.24-.09-.4-.06-.16-.12-.34-.19-.56-.16-.31-.39-.42-.7-.33l-1.44.37c-.37.06-.53.26-.47.6l.51,1.63,1.86-.47c.5-.09.68-.31.56-.65Z"/>
-        <path class="cls-3" d="M105.49,6.57l11.59-2.48c.64-.14,1.28.27,1.43.91l.27,1.15c.15.66-.26,1.31-.93,1.45l-11.66,2.46c-.67.14-1.32-.3-1.44-.97l-.2-1.13c-.11-.64.3-1.25.94-1.39Z"/>
-      </g>
-    </g>
-  </g>
-</svg>

apps/web/src/components/AskMentoPanel.vue

@@ -4,20 +4,8 @@ import { RouterLink } from 'vue-router';
 import axios from 'axios';
 import { api } from '@/lib/api';
 import { rewriteGregorianDates } from '@/lib/jalali';
+import UiIcon from '@/components/UiIcon.vue';
 import { brand, type AskMentoResponse, type AskMentoSourceDto } from '@mento/shared';
-import {
-  Alert as AAlert,
-  Button as AButton,
-  Card as ACard,
-  Flex as AFlex,
-  Input as AInput,
-  Space as ASpace,
-  Tag as ATag,
-  Typography,
-} from 'ant-design-vue';
-import { ThunderboltOutlined } from '@/icons/ant-bridge';
-
-const { Paragraph: ATypographyParagraph } = Typography;
 
 const props = defineProps<{
   personId?: string;
@@ -77,53 +65,127 @@ function insertAnswer() {
 </script>
 
 <template>
-  <a-flex vertical :gap="8" :style="{ minWidth: 0 }">
+  <section class="ask">
-    <a-flex :gap="8" align="center" :style="{ width: '100%' }">
+    <form @submit.prevent="submit">
-      <a-input
+      <UiIcon name="sparkle" :size="16" class="ico" />
-        v-model:value="question"
+      <input
-        allow-clear
+        v-model="question"
+        type="search"
         :placeholder="placeholder || brand.askPlaceholderFa"
-        :style="{ flex: 1, minWidth: 0 }"
+      />
-        @pressEnter="submit"
+      <button type="submit" :disabled="asking || question.trim().length < 2">
-      >
+        {{ asking ? '…' : 'بپرس' }}
-        <template #prefix>
+      </button>
-          <ThunderboltOutlined />
+    </form>
-        </template>
+    <p v-if="error" class="error">{{ error }}</p>
-      </a-input>
+    <div v-else-if="result" class="answer">
-      <a-button
+      <p>{{ result.answer }}</p>
-        type="primary"
+      <div v-if="result.sources.length" class="sources">
-        :disabled="asking || question.trim().length < 2"
-        :loading="asking"
-        @click="submit"
-      >
-        بپرس
-      </a-button>
-    </a-flex>
-
-    <a-alert v-if="error" type="error" show-icon :message="error" />
-
-    <a-card v-else-if="result" :bordered="false">
-      <a-typography-paragraph :style="{ marginBottom: 0 }">
-        {{ result.answer }}
-      </a-typography-paragraph>
-      <a-space v-if="result.sources.length" wrap :size="6" :style="{ marginTop: '8px' }">
         <RouterLink
           v-for="source in result.sources"
           :key="`${source.type}-${source.id}`"
           :to="sourceTo(source)"
         >
-          <a-tag color="cyan" :bordered="false">{{ source.label }}</a-tag>
+          {{ source.label }}
         </RouterLink>
-      </a-space>
+      </div>
-      <a-button
+      <button
         v-if="allowInsert && result.answer.trim()"
-        type="primary"
+        type="button"
-        block
+        class="insert-btn"
-        :style="{ marginTop: '8px' }"
         @click="insertAnswer"
       >
         درج در پیام
-      </a-button>
+      </button>
-    </a-card>
+    </div>
-  </a-flex>
+  </section>
 </template>
+
+<style scoped>
+.ask {
+  display: grid;
+  gap: 0.55rem;
+  min-width: 0;
+}
+
+form {
+  display: flex;
+  align-items: center;
+  gap: 0.45rem;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: var(--radius);
+  padding: 0.35rem 0.4rem 0.35rem 0.7rem;
+}
+
+.ico {
+  color: #0f766e;
+  flex-shrink: 0;
+}
+
+input {
+  flex: 1;
+  min-width: 0;
+  border: 0;
+  background: transparent;
+  font: inherit;
+  padding: 0.45rem 0;
+}
+
+button {
+  border: 0;
+  border-radius: var(--radius);
+  background: #14b8a6;
+  color: #fff;
+  font: inherit;
+  font-weight: 700;
+  padding: 0.45rem 0.8rem;
+  cursor: pointer;
+}
+
+button:disabled {
+  opacity: 0.55;
+  cursor: wait;
+}
+
+.answer {
+  background: #f0fdfa;
+  border-radius: var(--radius);
+  padding: 0.7rem 0.85rem;
+}
+
+.answer p {
+  margin: 0;
+  color: #134e4a;
+  font-size: 0.88rem;
+  line-height: 1.7;
+}
+
+.sources {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.35rem;
+  margin-top: 0.55rem;
+}
+
+.sources a {
+  font-size: 0.74rem;
+  font-weight: 700;
+  color: #0f766e;
+  background: #fff;
+  border-radius: 999px;
+  padding: 0.18rem 0.55rem;
+}
+
+.insert-btn {
+  margin-top: 0.65rem;
+  width: 100%;
+  background: #0f766e;
+}
+
+.error {
+  margin: 0;
+  color: #b91c1c;
+  font-size: 0.84rem;
+}
+</style>

apps/web/src/components/ContactsFilterPanel.vue

@@ -126,6 +126,9 @@ function apply() {
       <strong>{{ hasSort ? 'فیلتر و مرتب‌سازی' : 'فیلترها' }}</strong>
       <button type="button" class="link" :disabled="!draftCount" @click="clearAll">پاک کردن همه</button>
     </header>
+    <p v-if="isPeople" class="facet-hint">
+      گروه، منبع و وضعیت با هم جمع می‌شوند؛ هر کدام کافی است (بدون تکرار).
+    </p>
 
     <div class="panel-body">
       <section v-if="hasSort" class="sec">
@@ -264,6 +267,15 @@ function apply() {
   border-bottom: 1px solid var(--line);
 }
 
+.facet-hint {
+  margin: 0;
+  padding: 0.35rem 0.9rem 0.55rem;
+  font-size: var(--fs-sm);
+  color: #64748b;
+  line-height: 1.45;
+  border-bottom: 1px solid var(--line);
+}
+
 .panel-foot {
   border-top: 1px solid var(--line);
   justify-content: flex-end;

apps/web/src/components/CustomFieldsSection.vue

@@ -8,11 +8,11 @@ import {
   InputNumber as AInputNumber,
   Row as ARow,
   Select as ASelect,
+  Spin as ASpin,
   Typography,
 } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
-import { CrmSkeleton, CrmSkeletonCard } from '@/components/skeleton';
 import type {
   CustomFieldDefinitionDto,
   CustomFieldEntity,
@@ -73,8 +73,7 @@ onMounted(load);
 </script>
 
 <template>
-  <CrmSkeleton :loading="loading">
+  <a-spin v-if="loading" />
-    <CrmSkeletonCard v-if="loading" :rows="3" :min-height="120" />
   <template v-else-if="fields.length">
     <a-typography-title :level="5" :style="{ marginTop: '16px' }">
       فیلدهای سفارشی
@@ -131,5 +130,4 @@ onMounted(load);
       </a-col>
     </a-row>
   </template>
-  </CrmSkeleton>
 </template>

apps/web/src/components/CustomerGroupsManager.vue

@@ -1,29 +1,54 @@
 <script setup lang="ts">
-import { ref, watch } from 'vue';
+import { computed, ref, watch } from 'vue';
 import axios from 'axios';
-import type { CustomerGroupColor, CustomerGroupDto } from '@mento/shared';
+import type { CustomerGroupColor, CustomerGroupDto, OrgUserDto } from '@mento/shared';
 import { CUSTOMER_GROUP_COLORS } from '@mento/shared';
 import { api } from '@/lib/api';
 import { toFaDigits } from '@/lib/jalali';
+import { normalizeSearchText } from '@/lib/search';
 import {
   CUSTOMER_GROUP_COLOR_LABELS,
   groupSwatch,
   useCustomerGroups,
 } from '@/lib/customer-groups';
+import { useAuthStore } from '@/stores/auth';
 import { UiButton, UiInput, UiModal } from '@/components/ui';
 import UiIcon from '@/components/UiIcon.vue';
+import OrgUserPersonPick from '@/components/OrgUserPersonPick.vue';
 
 const props = defineProps<{ open: boolean }>();
 const emit = defineEmits<{ close: []; changed: [] }>();
 
+const auth = useAuthStore();
+const canManage = computed(
+  () => auth.user?.role === 'owner' || auth.user?.role === 'admin',
+);
+
 const { groups, load } = useCustomerGroups();
+const users = ref<OrgUserDto[]>([]);
 const newName = ref('');
 const newColor = ref<CustomerGroupColor>('teal');
+const newAssigneeIds = ref<string[]>([]);
 const editingId = ref<string | null>(null);
 const editName = ref('');
+const assigneeDraft = ref<Record<string, string[]>>({});
+const listQuery = ref('');
 const busy = ref(false);
 const error = ref('');
 
+const filteredGroups = computed(() => {
+  const q = normalizeSearchText(listQuery.value);
+  if (!q) return groups.value;
+  return groups.value.filter((g) => {
+    const assigneeNames = (g.assignees ?? []).map((a) => a.fullName).join(' ');
+    return (
+      normalizeSearchText(g.name).includes(q) ||
+      normalizeSearchText(g.parentName ?? '').includes(q) ||
+      normalizeSearchText(assigneeNames).includes(q)
+    );
+  });
+});
+
 function errorText(e: unknown, fallback: string) {
   if (axios.isAxiosError(e)) {
     const msg = (e.response?.data as { message?: string | string[] } | undefined)?.message;
@@ -33,12 +58,30 @@ function errorText(e: unknown, fallback: string) {
   return fallback;
 }
 
+async function loadUsers() {
+  try {
+    const { data } = await api.get<OrgUserDto[]>('/users');
+    users.value = data.filter((u) => u.isActive !== false);
+  } catch {
+    users.value = [];
+  }
+}
+
+function syncAssigneeDraft() {
+  const next: Record<string, string[]> = {};
+  for (const g of groups.value) {
+    next[g.id] = (g.assignees ?? []).map((a) => a.id);
+  }
+  assigneeDraft.value = next;
+}
+
 async function run(task: () => Promise<unknown>, fallback: string) {
   busy.value = true;
   error.value = '';
   try {
     await task();
     await load(true);
+    syncAssigneeDraft();
     emit('changed');
     return true;
   } catch (e) {
@@ -53,10 +96,18 @@ async function create() {
   const name = newName.value.trim();
   if (!name) return;
   const ok = await run(
-    () => api.post('/customer-groups', { name, color: newColor.value }),
+    () =>
+      api.post('/customer-groups', {
+        name,
+        color: newColor.value,
+        assigneeIds: newAssigneeIds.value,
+      }),
     'ساخت گروه ناموفق بود.',
   );
-  if (ok) newName.value = '';
+  if (ok) {
+    newName.value = '';
+    newAssigneeIds.value = [];
+  }
 }
 
 function startEdit(g: CustomerGroupDto) {
@@ -82,6 +133,24 @@ async function setColor(g: CustomerGroupDto, color: CustomerGroupColor) {
   await run(() => api.patch(`/customer-groups/${g.id}`, { color }), 'تغییر رنگ ناموفق بود.');
 }
 
+async function onAssigneesChange(g: CustomerGroupDto, ids: string[]) {
+  assigneeDraft.value = { ...assigneeDraft.value, [g.id]: ids };
+  const prev = (g.assignees ?? []).map((a) => a.id).sort().join(',');
+  const next = [...ids].sort().join(',');
+  if (prev === next) return;
+  await run(
+    () => api.patch(`/customer-groups/${g.id}`, { assigneeIds: ids }),
+    'ذخیره مسئولان گروه ناموفق بود.',
+  );
+}
+
+function assigneeLabel(g: CustomerGroupDto) {
+  const names = (g.assignees ?? []).map((a) => a.fullName).filter(Boolean);
+  if (!names.length) return 'بدون مسئول';
+  if (names.length === 1) return names[0]!;
+  return `${names[0]} و ${toFaDigits(names.length - 1)} نفر دیگر`;
+}
+
 async function remove(g: CustomerGroupDto) {
   const used = g.personCount + g.companyCount;
   const note = used ? ` این گروه از ${toFaDigits(used)} مخاطب برداشته می‌شود (خود مخاطب‌ها حذف نمی‌شوند).` : '';
@@ -95,7 +164,10 @@ watch(
     if (!open) return;
     error.value = '';
     editingId.value = null;
-    void load(true).catch(() => {
+    listQuery.value = '';
+    void Promise.all([load(true), loadUsers()])
+      .then(() => syncAssigneeDraft())
+      .catch(() => {
         error.value = 'بارگذاری گروه‌ها ناموفق بود.';
       });
   },
@@ -107,11 +179,16 @@ watch(
   <UiModal :open="open" title="گروه‌های مشتری" @close="emit('close')">
     <div class="manager">
       <p class="lead">
-        هر شخص یا شرکت می‌تواند چند گروه داشته باشد. گروه‌هایی که از ته‌حساب می‌آیند با برچسب
+        هر شخص یا شرکت می‌تواند چند گروه داشته باشد. مسئولان گروه (اختیاری) اعضای آن گروه را مثل
-        «ته‌حساب» مشخص شده‌اند.
+        مشتریان خود می‌بینند. گروه‌های ته‌حساب با برچسب «ته‌حساب» مشخص شده‌اند.
       </p>
 
-      <form class="new-row" @submit.prevent="create">
+      <form v-if="canManage" class="create-panel" @submit.prevent="create">
+        <header class="create-head">
+          <strong>گروه جدید</strong>
+          <span>نام، رنگ و مسئولان را مشخص کنید و افزودن بزنید.</span>
+        </header>
+        <div class="new-row">
           <UiInput v-model="newName" placeholder="نام گروه جدید" :maxlength="80" :disabled="busy" />
           <div class="swatches">
             <button
@@ -129,12 +206,33 @@ watch(
             <UiIcon name="plus" :size="15" />
             افزودن
           </UiButton>
+        </div>
+        <div v-if="users.length" class="assignee-field create-assignees">
+          <span class="assignees-label">مسئولان (اختیاری)</span>
+          <OrgUserPersonPick
+            v-model="newAssigneeIds"
+            :users="users"
+            :disabled="busy"
+            empty-label="انتخاب مسئول"
+          />
+        </div>
       </form>
 
       <p v-if="error" class="error">{{ error }}</p>
 
-      <ul v-if="groups.length" class="list">
+      <div v-if="canManage || groups.length" class="list-head">
-        <li v-for="g in groups" :key="g.id" class="row">
+        <h3 class="list-title">گروه‌های موجود</h3>
+        <label v-if="groups.length" class="list-search">
+          <UiIcon name="search" :size="15" />
+          <input
+            v-model="listQuery"
+            type="search"
+            placeholder="جستجوی گروه یا مسئول…"
+          />
+        </label>
+      </div>
+      <ul v-if="filteredGroups.length" class="list">
+        <li v-for="g in filteredGroups" :key="g.id" class="row">
           <div class="name-cell">
             <form v-if="editingId === g.id" class="edit" @submit.prevent="saveName(g)">
               <UiInput v-model="editName" :maxlength="80" :disabled="busy" />
@@ -152,9 +250,10 @@ watch(
               <span class="count">
                 {{ toFaDigits(g.personCount) }} شخص · {{ toFaDigits(g.companyCount) }} شرکت
               </span>
+              <span v-if="!canManage" class="assignee-summary">{{ assigneeLabel(g) }}</span>
             </template>
           </div>
-          <div v-if="editingId !== g.id" class="row-actions">
+          <div v-if="editingId !== g.id && canManage" class="row-actions">
             <div class="swatches">
               <button
                 v-for="c in CUSTOMER_GROUP_COLORS"
@@ -173,8 +272,20 @@ watch(
               <UiIcon name="trash" :size="14" />
             </UiButton>
           </div>
+          <div v-if="canManage && users.length" class="assignee-field">
+            <span class="assignees-label">مسئولان</span>
+            <OrgUserPersonPick
+              :model-value="assigneeDraft[g.id] ?? []"
+              :users="users"
+              :disabled="busy"
+              empty-label="انتخاب مسئول"
+              @update:model-value="(ids) => (assigneeDraft[g.id] = ids)"
+              @change="(ids) => onAssigneesChange(g, ids)"
+            />
+          </div>
         </li>
       </ul>
+      <p v-else-if="groups.length && listQuery.trim()" class="muted">گروهی با این جستجو پیدا نشد.</p>
       <p v-else class="muted">هنوز گروهی ساخته نشده است.</p>
     </div>
   </UiModal>
@@ -200,6 +311,78 @@ watch(
   font-size: 0.85rem;
 }
 
+.create-panel {
+  display: grid;
+  gap: 0.75rem;
+  padding: 0.85rem 0.95rem;
+  border: 1px solid color-mix(in srgb, var(--accent, #0d9488) 28%, #e2e8f0);
+  border-radius: 12px;
+  background:
+    linear-gradient(180deg, color-mix(in srgb, var(--accent, #0d9488) 8%, #fff) 0%, #fff 72%);
+  box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.7);
+}
+
+.create-head {
+  display: grid;
+  gap: 0.15rem;
+}
+
+.create-head strong {
+  color: var(--accent-deep, #0f766e);
+  font-size: 0.9rem;
+  font-weight: 700;
+}
+
+.create-head span {
+  color: #64748b;
+  font-size: 0.78rem;
+}
+
+.list-head {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  justify-content: space-between;
+  gap: 0.5rem;
+}
+
+.list-title {
+  margin: 0;
+  color: #475569;
+  font-size: 0.8rem;
+  font-weight: 700;
+}
+
+.list-search {
+  display: flex;
+  align-items: center;
+  gap: 0.4rem;
+  min-width: min(16rem, 100%);
+  flex: 1 1 12rem;
+  max-width: 18rem;
+  height: 2.25rem;
+  padding: 0 0.65rem;
+  border: 1px solid #e2e8f0;
+  border-radius: var(--radius, 10px);
+  background: #fff;
+  color: #94a3b8;
+}
+
+.list-search:focus-within {
+  border-color: #5eead4;
+}
+
+.list-search input {
+  flex: 1;
+  min-width: 0;
+  border: 0;
+  outline: none;
+  background: transparent;
+  font: inherit;
+  font-size: 0.85rem;
+  color: #0f172a;
+}
+
 .new-row,
 .edit {
   display: flex;
@@ -240,11 +423,9 @@ watch(
 .list {
   list-style: none;
   margin: 0;
-  padding: 0;
+  padding: 0 0 0.25rem;
   display: grid;
   gap: 0.4rem;
-  max-height: 55vh;
-  overflow-y: auto;
 }
 
 .row {
@@ -282,14 +463,38 @@ watch(
   padding: 0.05rem 0.4rem;
 }
 
-.count {
+.count,
+.assignee-summary {
   color: #94a3b8;
   font-size: 0.78rem;
 }
 
+.assignee-summary {
+  flex: 1 1 100%;
+}
+
 .row-actions {
   display: flex;
   align-items: center;
   gap: 0.35rem;
 }
+
+.assignee-field {
+  flex: 1 1 100%;
+  display: grid;
+  gap: 0.35rem;
+  padding-top: 0.35rem;
+  border-top: 1px dashed #e2e8f0;
+}
+
+.create-assignees {
+  border-top: 1px dashed color-mix(in srgb, var(--accent, #0d9488) 22%, #e2e8f0);
+  padding-top: 0.65rem;
+}
+
+.assignees-label {
+  font-size: 0.75rem;
+  color: #64748b;
+  font-weight: 600;
+}
 </style>

apps/web/src/components/DataAccessEditor.vue

@@ -1,17 +1,6 @@
 <script setup lang="ts">
 import { computed, watch } from 'vue';
-import {
+import { Select as ASelect } from 'ant-design-vue';
-  Alert as AAlert,
-  Card as ACard,
-  Checkbox as ACheckbox,
-  Flex as AFlex,
-  FormItem as AFormItem,
-  Radio as ARadio,
-  RadioGroup as ARadioGroup,
-  Select as ASelect,
-  Space as ASpace,
-  Typography,
-} from 'ant-design-vue';
 import type {
   DataAccessOwnerKind,
   DataAccessRule,
@@ -26,17 +15,13 @@ import {
   PERSON_MOODS,
   sectionHasDataAccessLimits,
 } from '@mento/shared';
-
 export type IdOption = { id: string; name: string };
 type Choice = { value: string; label: string };
 
-const { Text: ATypographyText } = Typography;
-
 const props = withDefaults(
   defineProps<{
     modelValue: SectionDataAccess;
     section?: DataAccessSection;
-    groups?: IdOption[];
     stages?: IdOption[];
     pipelines?: IdOption[];
     boards?: IdOption[];
@@ -50,7 +35,6 @@ const props = withDefaults(
   }>(),
   {
     section: 'customers',
-    groups: () => [],
     stages: () => [],
     pipelines: () => [],
     boards: () => [],
@@ -67,9 +51,9 @@ const emit = defineEmits<{
 
 const sectionLabel = computed(() => DATA_ACCESS_SECTION_LABELS[props.section]);
 
-const showGroups = computed(() => props.section === 'customers');
 const showMoods = computed(() => props.section === 'customers');
 const showImportSources = computed(() => props.section === 'customers');
+const isCustomers = computed(() => props.section === 'customers');
 const showLeadSources = computed(() => props.section === 'leads');
 const showNoteTypes = computed(() => props.section === 'notes');
 const showTicketStatuses = computed(() => props.section === 'tickets');
@@ -133,9 +117,8 @@ const boardsLegend = computed(() =>
 /** چند قانون قدیمی → یک فیلتر (اتحاد گزینه‌ها) برای ویرایش ساده */
 function collapseRules(rules: DataAccessRule[]): DataAccessRule {
   if (!rules.length) return {};
-  if (rules.length === 1) return { ...rules[0]! };
+  if (rules.length === 1) return stripCustomerGroupIds({ ...rules[0]! });
   const owners = new Set<DataAccessOwnerKind>();
-  const groupIds = new Set<string>();
   const sources = new Set<string>();
   const moods = new Set<PersonMood>();
   const stageIds = new Set<string>();
@@ -144,7 +127,6 @@ function collapseRules(rules: DataAccessRule[]): DataAccessRule {
   const typeIds = new Set<string>();
   for (const r of rules) {
     for (const o of r.owners ?? []) owners.add(o);
-    for (const id of r.groupIds ?? []) groupIds.add(id);
     for (const s of r.sources ?? []) sources.add(s);
     for (const m of r.moods ?? []) moods.add(m);
     for (const id of r.stageIds ?? []) stageIds.add(id);
@@ -154,7 +136,6 @@ function collapseRules(rules: DataAccessRule[]): DataAccessRule {
   }
   const out: DataAccessRule = {};
   if (owners.size) out.owners = [...owners];
-  if (groupIds.size) out.groupIds = [...groupIds];
   if (sources.size) out.sources = [...sources];
   if (moods.size) out.moods = [...moods];
   if (stageIds.size) out.stageIds = [...stageIds];
@@ -164,10 +145,17 @@ function collapseRules(rules: DataAccessRule[]): DataAccessRule {
   return out;
 }
 
+/** دسترسی گروه فقط از مسئول‌گروه؛ groupIds دیگر در فیلتر مشتریان ذخیره/نمایش نمی‌شود */
+function stripCustomerGroupIds(rule: DataAccessRule): DataAccessRule {
+  if (!isCustomers.value || !rule.groupIds?.length) return rule;
+  const { groupIds: _drop, ...rest } = rule;
+  return rest;
+}
+
 function ruleHasAnyFilter(rule: DataAccessRule): boolean {
   return Boolean(
     rule.owners?.length ||
-      rule.groupIds?.length ||
+      (!isCustomers.value && rule.groupIds?.length) ||
       rule.sources?.length ||
       rule.moods?.length ||
       rule.stageIds?.length ||
@@ -198,10 +186,26 @@ const mode = computed({
 
 const filter = computed(() => collapseRules(props.modelValue?.rules ?? []));
 
+/** پاک‌سازی groupIds قدیمی مشتریان هنگام باز شدن ویرایشگر */
+watch(
+  () => [props.section, props.modelValue] as const,
+  () => {
+    if (!isCustomers.value || props.modelValue?.mode !== 'rules') return;
+    const rules = props.modelValue.rules ?? [];
+    if (!rules.some((r) => r.groupIds?.length)) return;
+    const collapsed = collapseRules(rules);
+    emit('update:modelValue', {
+      mode: 'rules',
+      rules: [ruleHasAnyFilter(collapsed) ? collapsed : {}],
+    });
+  },
+  { immediate: true },
+);
+
 function emitFilter(next: DataAccessRule) {
   const cleaned: DataAccessRule = {};
   if (next.owners?.length) cleaned.owners = [...next.owners];
-  if (next.groupIds?.length) cleaned.groupIds = [...next.groupIds];
+  if (!isCustomers.value && next.groupIds?.length) cleaned.groupIds = [...next.groupIds];
   if (next.sources?.length) cleaned.sources = [...next.sources];
   if (next.moods?.length) cleaned.moods = [...next.moods];
   if (next.stageIds?.length) cleaned.stageIds = [...next.stageIds];
@@ -224,7 +228,6 @@ function toggleOwner(kind: DataAccessOwnerKind) {
 }
 
 type ListKey =
-  | 'groupIds'
   | 'sources'
   | 'moods'
   | 'stageIds'
@@ -307,16 +310,6 @@ const moodOptions: Choice[] = PERSON_MOODS.map((mood) => ({
 const pickers = computed((): Picker[] => {
   const rule = filter.value;
   const items: Picker[] = [];
-  if (showGroups.value) {
-    items.push({
-      key: 'groupIds',
-      legend: 'گروه‌ها',
-      mode: 'multiple',
-      placeholder: props.groups.length ? 'جستجو و انتخاب گروه…' : 'گروهی تعریف نشده',
-      notFound: props.groups.length ? 'موردی پیدا نشد' : 'گروهی تعریف نشده',
-      options: withSelected(namedOptions(props.groups), rule.groupIds),
-    });
-  }
   if (showImportSources.value) {
     const ready = props.importSourcesReady;
     const failed = props.importSourcesFailed;
@@ -431,7 +424,6 @@ const filterSummary = computed(() => {
   const parts: string[] = [];
   if (rule.owners?.includes('self')) parts.push(ownerSelfLabel.value);
   if (rule.owners?.includes('team')) parts.push('تیم‌های عضو');
-  if (rule.groupIds?.length) parts.push(`${rule.groupIds.length} گروه`);
   if (rule.sources?.length) parts.push(`${rule.sources.length} مورد منبع/نوع`);
   if (rule.moods?.length) parts.push(`${rule.moods.length} حال`);
   if (rule.pipelineIds?.length) parts.push(`${rule.pipelineIds.length} پایپ‌لاین`);
@@ -443,59 +435,56 @@ const filterSummary = computed(() => {
 </script>
 
 <template>
-  <a-flex vertical :gap="compact ? 8 : 12">
+  <div class="dae" :class="{ compact }">
-    <a-radio-group v-model:value="mode" :disabled="disabled">
+    <div class="dae-mode">
-      <a-flex vertical :gap="4">
+      <label>
-        <a-radio value="all">همهٔ {{ sectionLabel }}</a-radio>
+        <input v-model="mode" type="radio" value="all" :disabled="disabled" />
-        <a-radio value="rules">محدود با فیلتر</a-radio>
+        همهٔ {{ sectionLabel }}
-      </a-flex>
+      </label>
-    </a-radio-group>
+      <label>
+        <input v-model="mode" type="radio" value="rules" :disabled="disabled" />
+        محدود با فیلتر
+      </label>
+    </div>
 
     <template v-if="mode === 'rules'">
-      <a-typography-text type="secondary">
+      <p class="hint">
-        فقط رکوردهایی دیده می‌شوند که با
+        فیلترهای پرشده با هم
-        <strong>همهٔ فیلترهای پرشده</strong>
+        <strong>جمع می‌شوند</strong>
-        جور باشند. در هر فهرست، چند انتخاب یعنی هر کدام کافی است. خالی یعنی بدون محدودیت.
+        ؛ هر بُعد کافی است (بدون تکرار). در هر فهرست هم چند انتخاب یعنی اتحاد. خالی یعنی بدون محدودیت آن بُعد.
-      </a-typography-text>
+        <template v-if="isCustomers">
-      <a-alert
+          اعضای گروه‌هایی که این کاربر مسئولشان است جداگانه به همین محدوده اضافه می‌شوند.
-        v-if="hadMultipleRules"
+        </template>
-        type="warning"
+      </p>
-        show-icon
+      <p v-if="hadMultipleRules" class="hint warn">
-        message="تنظیم قبلی چندتکه بود؛ اینجا در یک فیلتر ادغام شده. با ذخیره به همین شکل ساده ثبت می‌شود."
+        تنظیم قبلی چندتکه بود؛ اینجا در یک فیلتر ادغام شده. با ذخیره به همین شکل ساده ثبت می‌شود.
-      />
+      </p>
-      <a-typography-text strong>{{ filterSummary }}</a-typography-text>
+      <p class="summary">{{ filterSummary }}</p>
 
-      <a-card size="small" title="مالک / مسئول" :bordered="true">
+      <fieldset :disabled="disabled">
-        <a-flex vertical :gap="8">
+        <legend>مالک / مسئول</legend>
-          <a-typography-text type="secondary">خالی = بدون محدودیت مالک</a-typography-text>
+        <p class="muted">خالی = بدون محدودیت مالک</p>
-          <a-space wrap :size="8">
+        <label class="chip">
-            <a-checkbox
+          <input
+            type="checkbox"
             :checked="filter.owners?.includes('self')"
-              :disabled="disabled"
             @change="toggleOwner('self')"
-            >
+          />
           {{ ownerSelfLabel }}
-            </a-checkbox>
+        </label>
-            <a-checkbox
+        <label class="chip">
+          <input
+            type="checkbox"
             :checked="filter.owners?.includes('team')"
-              :disabled="disabled"
             @change="toggleOwner('team')"
-            >
+          />
           تیم‌های عضو
-            </a-checkbox>
+        </label>
-          </a-space>
+      </fieldset>
-        </a-flex>
-      </a-card>
 
-      <a-form-item
+      <label v-for="picker in pickers" :key="picker.legend" class="pick">
-        v-for="picker in pickers"
+        <span>{{ picker.legend }}</span>
-        :key="picker.legend"
+        <p v-if="picker.loading" class="muted">در حال بارگذاری منبع‌ها…</p>
-        :label="picker.legend"
-        :style="{ marginBottom: 0 }"
-      >
-        <a-typography-text v-if="picker.loading" type="secondary">
-          در حال بارگذاری منبع‌ها…
-        </a-typography-text>
         <a-select
           v-else
           :value="pickerValue(picker)"
@@ -510,14 +499,70 @@ const filterSummary = computed(() => {
           style="width: 100%"
           @update:value="setList(picker.key, $event)"
         />
-        <a-typography-text v-if="picker.hint" type="secondary">
+        <p v-if="picker.hint" class="muted">{{ picker.hint }}</p>
-          {{ picker.hint }}
+      </label>
-        </a-typography-text>
-      </a-form-item>
     </template>
 
-    <a-typography-text v-else-if="!hasLimits" type="secondary">
+    <p v-else-if="!hasLimits" class="hint">
       بدون محدودیت — همهٔ {{ sectionLabel }} قابل مشاهده‌اند.
-    </a-typography-text>
+    </p>
-  </a-flex>
+  </div>
 </template>
+
+<style scoped>
+.dae {
+  display: grid;
+  gap: 0.75rem;
+}
+.dae-mode {
+  display: grid;
+  gap: 0.35rem;
+}
+.dae-mode label,
+.chip {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.4rem;
+  font-size: 0.88rem;
+  margin-inline-end: 0.55rem;
+  margin-bottom: 0.25rem;
+}
+.hint,
+.muted,
+.summary {
+  color: #64748b;
+  font-size: 0.82rem;
+  margin: 0;
+}
+.hint.warn {
+  color: #b45309;
+}
+.summary {
+  font-weight: 600;
+  color: #334155;
+}
+fieldset {
+  border: 1px dashed #e2e8f0;
+  border-radius: 8px;
+  padding: 0.5rem 0.65rem;
+  margin: 0;
+}
+legend {
+  padding-inline: 0.25rem;
+  font-size: 0.8rem;
+  color: #475569;
+  font-weight: 600;
+}
+.pick {
+  display: grid;
+  gap: 0.35rem;
+}
+.pick > span {
+  font-size: 0.8rem;
+  font-weight: 600;
+  color: #475569;
+}
+.compact fieldset {
+  padding: 0.45rem 0.55rem;
+}
+</style>

apps/web/src/components/DataAccessPolicyPanel.vue

@@ -1,15 +1,5 @@
 <script setup lang="ts">
 import { computed, onMounted, ref, watch } from 'vue';
-import {
-  Tabs as ATabs,
-  TabPane as ATabPane,
-  Typography,
-  Radio as ARadio,
-  RadioGroup as ARadioGroup,
-  Checkbox as ACheckbox,
-  Space as ASpace,
-  Input as AInput,
-} from 'ant-design-vue';
 import type {
   DataAccessPolicy,
   DataAccessSection,
@@ -26,11 +16,8 @@ import {
   emptySectionDataAccess,
 } from '@mento/shared';
 import { api } from '@/lib/api';
-import { useCustomerGroups } from '@/lib/customer-groups';
 import DataAccessEditor, { type IdOption } from '@/components/DataAccessEditor.vue';
 
-const { Text: ATypographyText } = Typography;
-
 const props = defineProps<{
   modelValue: DataAccessPolicy;
   /** فقط بخش‌هایی که این مجوزها را دارند نشان بده؛ خالی = همه */
@@ -97,7 +84,6 @@ function setSection(key: DataAccessSection, next: SectionDataAccess) {
   });
 }
 
-const { groups: customerGroups, load: loadCustomerGroups } = useCustomerGroups();
 const importSources = ref<Array<{ value: string; label: string }>>([]);
 const importSourcesReady = ref(false);
 const importSourcesFailed = ref(false);
@@ -127,10 +113,6 @@ function patchTreasury(next: UserTreasuryAccess | null) {
   emit('update:treasuryAccess', next);
 }
 
-function onTreasuryModeChange(e: { target: { value?: unknown } }) {
-  patchTreasury(e.target.value === 'role' ? null : (props.treasuryAccess ?? emptyTreasuryAccess()));
-}
-
 function toggleTreasurySection(key: RolePermissionKey) {
   const current = props.treasuryAccess ?? emptyTreasuryAccess();
   const sections = current.sections.includes(key)
@@ -158,7 +140,6 @@ async function loadTreasuryAccounts() {
 }
 
 async function loadOptions() {
-  await loadCustomerGroups().catch(() => undefined);
   try {
     const { data } = await api.get<PersonImportSourceStatDto[]>('/people/source-stats');
     importSources.value = data.map((row) => ({ value: row.source, label: row.label }));
@@ -245,105 +226,194 @@ onMounted(() => {
   void loadOptions();
   void loadTreasuryAccounts();
 });
+
+const editorSection = computed<DataAccessSection>(() =>
+  active.value === 'treasury' ? 'customers' : active.value,
+);
+
+const stagesForActive = computed(() => {
+  if (active.value === 'leads') return leadStages.value;
+  if (active.value === 'sales') return dealStages.value;
+  if (active.value === 'activities') return activityStages.value;
+  if (active.value === 'projects') return projectStages.value;
+  return [];
+});
+
+const boardsForActive = computed(() => {
+  if (active.value === 'activities') return activityBoards.value;
+  if (active.value === 'projects') return projectBoards.value;
+  return [];
+});
+
+const typesForActive = computed(() => {
+  if (active.value === 'activities') return activityTypes.value;
+  if (active.value === 'routines') return routineCategories.value;
+  return [];
+});
 </script>
 
 <template>
-  <div>
+  <div class="dap">
-    <a-typography-text v-if="!visibleSections.length" type="secondary">
+    <p v-if="!visibleSections.length" class="muted">
       برای تنظیم محدوده، ابتدا مجوز بخش مربوط را روشن کنید.
-    </a-typography-text>
+    </p>
-    <a-tabs v-else v-model:activeKey="active">
+    <template v-else>
-      <a-tab-pane
+      <div class="tabs" role="tablist">
+        <button
           v-for="s in visibleSections"
           :key="s"
-        :tab="DATA_ACCESS_SECTION_LABELS[s]"
+          type="button"
+          class="tab"
+          :class="{ on: active === s }"
+          role="tab"
+          :aria-selected="active === s"
+          @click="active = s"
         >
+          {{ DATA_ACCESS_SECTION_LABELS[s] }}
+        </button>
+        <button
+          v-if="showTreasury"
+          type="button"
+          class="tab"
+          :class="{ on: active === 'treasury' }"
+          role="tab"
+          :aria-selected="active === 'treasury'"
+          @click="active = 'treasury'"
+        >
+          مدیریت مالی
+        </button>
+      </div>
+      <div v-if="active === 'treasury'" class="treasury">
+        <p class="muted">
+          این برگه فقط برای همین کاربر است. «مثل نقش» یعنی همان دسترسی مالی نقش بماند.
+          در حالت سفارشی، اگر هیچ بخش ریزی تیک نخورد همه بخش‌ها به‌جز حقوق باز می‌مانند و حقوق جداست.
+          اگر هیچ حسابی انتخاب نشود همه حساب‌ها باز است.
+        </p>
+        <label class="choice">
+          <input
+            type="radio"
+            name="user-treasury"
+            :checked="treasuryAccess == null"
+            :disabled="disabled"
+            @change="patchTreasury(null)"
+          />
+          مثل نقش
+        </label>
+        <label class="choice">
+          <input
+            type="radio"
+            name="user-treasury"
+            :checked="treasuryAccess != null"
+            :disabled="disabled"
+            @change="patchTreasury(treasuryAccess ?? emptyTreasuryAccess())"
+          />
+          سفارشی برای این کاربر
+        </label>
+        <template v-if="treasuryAccess">
+          <label class="choice">
+            <input
+              type="checkbox"
+              :checked="treasuryAccess.enabled"
+              :disabled="disabled"
+              @change="patchTreasury({ ...treasuryAccess, enabled: !treasuryAccess.enabled })"
+            />
+            دسترسی به مدیریت مالی
+          </label>
+          <template v-if="treasuryAccess.enabled">
+            <label v-for="perm in treasurySections" :key="perm.key" class="choice sub">
+              <input
+                type="checkbox"
+                :checked="treasuryAccess.sections.includes(perm.key)"
+                :disabled="disabled"
+                @change="toggleTreasurySection(perm.key)"
+              />
+              {{ perm.label }}
+            </label>
+            <label class="choice">
+              <input
+                type="checkbox"
+                :checked="treasuryAccess.ownAccounts"
+                :disabled="disabled"
+                @change="patchTreasury({ ...treasuryAccess, ownAccounts: !treasuryAccess.ownAccounts })"
+              />
+              حساب‌هایی که خودش مسئول آن‌هاست
+            </label>
+            <p class="muted">حساب‌های دیگر</p>
+            <input v-model="treasuryAccountQuery" placeholder="جستجوی حساب" :disabled="disabled" />
+            <label v-for="account in filteredTreasuryAccounts" :key="account.id" class="choice">
+              <input
+                type="checkbox"
+                :checked="treasuryAccess.accountIds.includes(account.id)"
+                :disabled="disabled"
+                @change="toggleTreasuryAccount(account.id)"
+              />
+              {{ account.name }}
+              <template v-if="account.responsibleName"> — مسئول: {{ account.responsibleName }}</template>
+            </label>
+            <p v-if="!treasuryAccounts.length" class="muted">حسابی برای انتخاب نیست.</p>
+          </template>
+        </template>
+      </div>
       <DataAccessEditor
-          :section="s"
+        v-else
-          :model-value="sectionValue(s)"
+        :key="active"
-          :groups="customerGroups"
+        :section="editorSection"
-          :stages="s === 'leads' ? leadStages : s === 'sales' ? dealStages : s === 'activities' ? activityStages : s === 'projects' ? projectStages : []"
+        :model-value="sectionValue(editorSection)"
+        :stages="stagesForActive"
         :pipelines="pipelines"
-          :boards="s === 'activities' ? activityBoards : s === 'projects' ? projectBoards : []"
+        :boards="boardsForActive"
-          :activity-types="s === 'activities' ? activityTypes : s === 'routines' ? routineCategories : []"
+        :activity-types="typesForActive"
         :import-sources="importSources"
         :import-sources-ready="importSourcesReady"
         :import-sources-failed="importSourcesFailed"
         :disabled="disabled || dataLocked"
         :compact="compact"
-          @update:model-value="setSection(s, $event)"
+        @update:model-value="setSection(editorSection, $event)"
       />
-      </a-tab-pane>
-      <a-tab-pane v-if="showTreasury" key="treasury" tab="مدیریت مالی">
-        <a-space direction="vertical">
-          <a-typography-text type="secondary">
-            این برگه فقط برای همین کاربر است. «مثل نقش» یعنی همان دسترسی مالی نقش بماند.
-            در حالت سفارشی، اگر هیچ بخش ریزی تیک نخورد همه بخش‌ها به‌جز حقوق باز می‌مانند و حقوق جداست.
-            اگر هیچ حسابی انتخاب نشود همه حساب‌ها باز است.
-          </a-typography-text>
-          <a-radio-group
-            :value="treasuryAccess == null ? 'role' : 'custom'"
-            :disabled="disabled"
-            @change="onTreasuryModeChange"
-          >
-            <a-space direction="vertical">
-              <a-radio value="role">مثل نقش</a-radio>
-              <a-radio value="custom">سفارشی برای این کاربر</a-radio>
-            </a-space>
-          </a-radio-group>
-          <template v-if="treasuryAccess">
-            <a-checkbox
-              :checked="treasuryAccess.enabled"
-              :disabled="disabled"
-              @change="patchTreasury({ ...treasuryAccess, enabled: !treasuryAccess.enabled })"
-            >
-              دسترسی به مدیریت مالی
-            </a-checkbox>
-            <template v-if="treasuryAccess.enabled">
-              <a-space direction="vertical">
-                <a-checkbox
-                  v-for="perm in treasurySections"
-                  :key="perm.key"
-                  :checked="treasuryAccess.sections.includes(perm.key)"
-                  :disabled="disabled"
-                  @change="toggleTreasurySection(perm.key)"
-                >
-                  {{ perm.label }}
-                </a-checkbox>
-              </a-space>
-              <a-checkbox
-                :checked="treasuryAccess.ownAccounts"
-                :disabled="disabled"
-                @change="patchTreasury({ ...treasuryAccess, ownAccounts: !treasuryAccess.ownAccounts })"
-              >
-                حساب‌هایی که خودش مسئول آن‌هاست
-              </a-checkbox>
-              <a-typography-text type="secondary">حساب‌های دیگر</a-typography-text>
-              <a-input
-                v-model:value="treasuryAccountQuery"
-                placeholder="جستجوی حساب"
-                :disabled="disabled"
-                allow-clear
-              />
-              <a-space direction="vertical">
-                <a-checkbox
-                  v-for="account in filteredTreasuryAccounts"
-                  :key="account.id"
-                  :checked="treasuryAccess.accountIds.includes(account.id)"
-                  :disabled="disabled"
-                  @change="toggleTreasuryAccount(account.id)"
-                >
-                  {{ account.name }}
-                  <template v-if="account.responsibleName"> — مسئول: {{ account.responsibleName }}</template>
-                </a-checkbox>
-              </a-space>
-              <a-typography-text v-if="!treasuryAccounts.length" type="secondary">
-                حسابی برای انتخاب نیست.
-              </a-typography-text>
     </template>
-          </template>
-        </a-space>
-      </a-tab-pane>
-    </a-tabs>
   </div>
 </template>
+
+<style scoped>
+.dap {
+  display: grid;
+  gap: 0.75rem;
+}
+.tabs {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.35rem;
+}
+.tab {
+  font: inherit;
+  border: 1px solid #e2e8f0;
+  background: #fff;
+  border-radius: 999px;
+  padding: 0.3rem 0.7rem;
+  cursor: pointer;
+  color: #475569;
+}
+.tab.on {
+  border-color: #0f766e;
+  background: #f0fdfa;
+  color: #0f766e;
+  font-weight: 600;
+}
+.muted {
+  color: #64748b;
+  font-size: 0.85rem;
+}
+.treasury {
+  display: grid;
+  gap: 0.45rem;
+}
+.choice {
+  display: grid;
+  grid-template-columns: auto 1fr;
+  gap: 0.4rem;
+  align-items: center;
+}
+.choice.sub {
+  padding-inline-start: 1.2rem;
+}
+</style>

apps/web/src/components/EntityTimeline.vue

@@ -10,11 +10,11 @@ import {
   Input as AInput,
   List as AList,
   Space as ASpace,
+  Spin as ASpin,
   Tag as ATag,
   Textarea as ATextarea,
   Typography,
 } from 'ant-design-vue';
-import { CrmSkeleton, CrmSkeletonList } from '@/components/skeleton';
 
 const ASpaceCompact = ASpace.Compact;
 const AListItem = AList.Item;
@@ -259,8 +259,7 @@ onMounted(load);
       :style="{ marginTop: '12px' }"
     />
 
-    <CrmSkeleton :loading="loading">
+    <a-spin :spinning="loading">
-      <CrmSkeletonList :rows="5">
       <a-list
         v-if="items.length"
         item-layout="horizontal"
@@ -305,7 +304,6 @@ onMounted(load);
         description="هنوز چیزی در تایم‌لاین نیست. یک یادداشت یا فعالیت ثبت کنید."
         :style="{ marginTop: '16px' }"
       />
-    </CrmSkeletonList>
+    </a-spin>
-    </CrmSkeleton>
   </a-card>
 </template>

apps/web/src/components/ExcelImportFlow.vue.bak

@@ -1,568 +0,0 @@
-<script setup lang="ts">
-import { computed, reactive, ref } from 'vue';
-import axios from 'axios';
-import { api } from '@/lib/api';
-import type {
-  ExcelFieldOption,
-  ExcelImportPrepareStatus,
-  ExcelPreviewResult,
-  ImportContactsResult,
-} from '@mento/shared';
-import {
-  previewExcelClient,
-  readMappedRowsClient,
-  type ClientExcelReadOptions,
-} from '@/lib/excel-client';
-import { UiBusyOverlay, UiButton, UiModal, UiSelect } from '@/components/ui';
-
-const props = defineProps<{
-  previewPath: string;
-  importPath: string;
-  /** اگر باشد: ابتدا فقط فایل خوانده می‌شود، بعد تکه‌تکه وارد می‌شود (برای فایل‌های خیلی بزرگ) */
-  preparePath?: string;
-  /**
-   * ایمپورت مرورگرگرا: اکسل در مرورگر خوانده می‌شود و فقط JSON کوچک به API می‌رود.
-   * برای فایل‌های ده‌ها هزار ردیفی (جلوگیری از ۵۰۲ nginx).
-   */
-  rowsImportPath?: string;
-  clientAliases?: Record<string, string>;
-  clientFields?: ExcelFieldOption[];
-  /** تشخیص خروجی بدون‌هدر (مثل فعالیت دیدار) */
-  clientReadOptions?: ClientExcelReadOptions;
-  disabled?: boolean;
-}>();
-
-const useClientImport = computed(
-  () =>
-    Boolean(
-      props.rowsImportPath &&
-        props.clientAliases &&
-        props.clientFields?.length,
-    ),
-);
-
-const emit = defineEmits<{
-  start: [];
-  done: [result: ImportContactsResult];
-  fail: [message: string];
-  settled: [];
-}>();
-
-const input = ref<HTMLInputElement | null>(null);
-const pending = ref<File | null>(null);
-const preview = ref<ExcelPreviewResult | null>(null);
-const mapping = reactive<Record<string, string>>({});
-const submitting = ref(false);
-const phase = ref<'idle' | 'preview' | 'import'>('idle');
-const progressLabel = ref('');
-/** درصد ۰–۱۰۰؛ در مرحلهٔ خواندن فایل null */
-const progressPct = ref<number | null>(null);
-
-const requiredKeys = computed(
-  () => preview.value?.fields.filter((f) => f.required).map((f) => f.key) ?? [],
-);
-
-const mappedFields = computed(() => new Set(Object.values(mapping).filter(Boolean)));
-
-const canImport = computed(() => requiredKeys.value.every((key) => mappedFields.value.has(key)));
-
-const busyOpen = computed(() => submitting.value && phase.value !== 'idle');
-const busyMessage = computed(() => {
-  if (phase.value === 'import') {
-    return progressLabel.value || 'در حال ورود اطلاعات از اکسل…';
-  }
-  return 'در حال خواندن و بررسی فایل اکسل…';
-});
-const busyProgress = computed(() =>
-  phase.value === 'import' ? progressPct.value : null,
-);
-
-function pick() {
-  if (props.disabled || submitting.value) return;
-  input.value?.click();
-}
-
-function reset() {
-  pending.value = null;
-  preview.value = null;
-  submitting.value = false;
-  phase.value = 'idle';
-  progressLabel.value = '';
-  progressPct.value = null;
-  for (const key of Object.keys(mapping)) delete mapping[key];
-}
-
-function closeMapper() {
-  if (submitting.value) return;
-  reset();
-  emit('settled');
-}
-
-function setColumnField(header: string, field: string) {
-  if (field) {
-    for (const [col, current] of Object.entries(mapping)) {
-      if (col !== header && current === field) mapping[col] = '';
-    }
-  }
-  mapping[header] = field;
-}
-
-function mergeImportResults(
-  acc: ImportContactsResult,
-  part: ImportContactsResult,
-): ImportContactsResult {
-  const errors = [...acc.errors, ...(part.errors ?? [])];
-  return {
-    created: acc.created + (part.created ?? 0),
-    skipped: acc.skipped + (part.skipped ?? 0),
-    errors: errors.slice(0, 200),
-    boardId: part.boardId ?? acc.boardId,
-    boards: part.boards?.length ? part.boards : acc.boards,
-    sessionId: part.sessionId,
-    total: part.total ?? acc.total,
-    processed: part.processed ?? acc.processed,
-    hasMore: part.hasMore,
-    nextOffset: part.nextOffset,
-  };
-}
-
-async function postImportChunk(opts: {
-  file?: File;
-  map?: Record<string, string>;
-  sessionId?: string;
-  offset?: number;
-}) {
-  const form = new FormData();
-  if (opts.file) form.append('file', opts.file);
-  if (opts.map && Object.values(opts.map).some(Boolean)) {
-    form.append('mapping', JSON.stringify(opts.map));
-  }
-  if (opts.sessionId) form.append('sessionId', opts.sessionId);
-  if (opts.offset != null) form.append('offset', String(opts.offset));
-  form.append('limit', '250');
-  const { data } = await api.post<ImportContactsResult>(props.importPath, form, {
-    headers: { 'Content-Type': undefined },
-    // خواندن فایل‌های خیلی بزرگ در مرحلهٔ اول ممکن است طول بکشد
-    timeout: opts.file ? 10 * 60 * 1000 : 3 * 60 * 1000,
-  });
-  return data;
-}
-
-function updateImportProgress(processed: number, total: number) {
-  if (total <= 0) {
-    progressPct.value = null;
-    progressLabel.value = 'در حال ورود اطلاعات از اکسل…';
-    return;
-  }
-  const pct = Math.max(0, Math.min(100, Math.round((processed / total) * 100)));
-  progressPct.value = pct;
-  progressLabel.value = `ورود فایل: ${processed.toLocaleString('fa-IR')} از ${total.toLocaleString('fa-IR')} ردیف`;
-}
-
-function sleep(ms: number) {
-  return new Promise((r) => setTimeout(r, ms));
-}
-
-async function postPrepare(file: File, map?: Record<string, string>) {
-  if (!props.preparePath) {
-    throw new Error('preparePath تنظیم نشده');
-  }
-  const form = new FormData();
-  form.append('file', file);
-  if (map && Object.values(map).some(Boolean)) {
-    form.append('mapping', JSON.stringify(map));
-  }
-  // فقط آپلود — پارس روی سرور ناهمگام است؛ تایم‌اوت کوتاه کافی است
-  const { data } = await api.post<ImportContactsResult>(props.preparePath, form, {
-    headers: { 'Content-Type': undefined },
-    timeout: 3 * 60 * 1000,
-  });
-  return data;
-}
-
-async function waitPrepareReady(sessionId: string) {
-  if (!props.preparePath) throw new Error('preparePath تنظیم نشده');
-  const statusUrl = `${props.preparePath}/${sessionId}`;
-  const started = Date.now();
-  const maxMs = 15 * 60 * 1000;
-  while (Date.now() - started < maxMs) {
-    const { data } = await api.get<ExcelImportPrepareStatus>(statusUrl, {
-      timeout: 30_000,
-    });
-    if (data.status === 'ready') {
-      progressLabel.value = `فایل آماده شد — ${data.total.toLocaleString('fa-IR')} ردیف`;
-      return data;
-    }
-    if (data.status === 'error') {
-      throw new Error(data.error || 'آماده‌سازی فایل اکسل ناموفق بود');
-    }
-    const parsed = data.parsed || 0;
-    progressPct.value = null;
-    progressLabel.value = parsed
-      ? `در حال خواندن فایل روی سرور… ${parsed.toLocaleString('fa-IR')} ردیف`
-      : 'در حال خواندن فایل روی سرور… لطفاً صبر کنید';
-    await sleep(1200);
-  }
-  throw new Error('آماده‌سازی فایل بیش از حد طول کشید. دوباره تلاش کنید.');
-}
-
-async function runClientRowsImport(file: File, map?: Record<string, string>) {
-  if (!props.rowsImportPath || !props.clientAliases) {
-    throw new Error('پیکربندی ایمپورت مرورگر ناقص است');
-  }
-  phase.value = 'import';
-  progressLabel.value = 'در حال خواندن فایل در مرورگر…';
-  progressPct.value = 0;
-
-  const rows = await readMappedRowsClient(
-    file,
-    props.clientAliases,
-    map,
-    props.clientReadOptions,
-  );
-  const total = rows.length;
-  if (total > 100_000) {
-    return {
-      created: 0,
-      skipped: 0,
-      errors: [{ row: 1, message: 'فایل بیش از ۱۰۰۰۰۰ ردیف دارد. فایل را تقسیم کنید.' }],
-      total,
-      processed: 0,
-      hasMore: false,
-    };
-  }
-
-  updateImportProgress(0, total);
-  let acc: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
-  let sessionId: string | undefined;
-  const chunkSize = 60;
-
-  for (let offset = 0; offset < total; offset += chunkSize) {
-    const slice = rows.slice(offset, offset + chunkSize);
-    const { data: part } = await api.post<ImportContactsResult>(
-      props.rowsImportPath,
-      {
-        rows: slice,
-        offset,
-        total,
-        sessionId,
-      },
-      { timeout: 120_000 },
-    );
-    acc = mergeImportResults(acc, part);
-    updateImportProgress(part.processed ?? offset + slice.length, total);
-    if (part.errors?.some((e) => e.row === 1 && /حداکثر|بیش از/.test(e.message))) {
-      break;
-    }
-    sessionId = part.sessionId;
-    if (!part.hasMore) break;
-  }
-
-  updateImportProgress(total, total);
-  return acc;
-}
-
-async function runChunkedImport(file: File, map?: Record<string, string>) {
-  if (useClientImport.value) {
-    return runClientRowsImport(file, map);
-  }
-
-  phase.value = 'import';
-  progressLabel.value = 'در حال ارسال فایل…';
-  progressPct.value = 0;
-
-  let acc: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
-  let sessionId: string | undefined;
-  let offset = 0;
-  let guard = 0;
-  const maxChunks = 2000;
-
-  if (props.preparePath) {
-    const prep = await postPrepare(file, map);
-    if (!prep.sessionId) {
-      throw new Error(prep.errors[0]?.message || 'آماده‌سازی فایل ناموفق بود');
-    }
-    sessionId = prep.sessionId;
-    progressLabel.value = 'در حال خواندن فایل روی سرور…';
-    const ready = await waitPrepareReady(sessionId);
-    if (!ready.total) {
-      return {
-        ...acc,
-        total: 0,
-        processed: 0,
-        hasMore: false,
-        errors: ready.error
-          ? [{ row: 1, message: ready.error }]
-          : [{ row: 1, message: 'هیچ ردیف داده‌ای در فایل نیست' }],
-      };
-    }
-    updateImportProgress(0, ready.total);
-  }
-
-  while (guard < maxChunks) {
-    guard += 1;
-    const part = await postImportChunk({
-      file: sessionId ? undefined : file,
-      map: sessionId ? undefined : map,
-      sessionId,
-      offset: sessionId ? offset : undefined,
-    });
-    acc = mergeImportResults(acc, part);
-
-    const total = part.total ?? 0;
-    const processed = part.processed ?? 0;
-    updateImportProgress(processed, total);
-
-    if (
-      part.errors?.some((e) => e.row === 1 && /بیش از .* ردیف/.test(e.message))
-    ) {
-      break;
-    }
-
-    if (!part.hasMore || !part.sessionId) {
-      if (total > 0) updateImportProgress(total, total);
-      break;
-    }
-    sessionId = part.sessionId;
-    offset = part.nextOffset ?? processed;
-  }
-
-  if (guard >= maxChunks && acc.hasMore) {
-    acc.errors = [
-      ...acc.errors,
-      {
-        row: 1,
-        message: 'ورود به‌خاطر تعداد مراحل زیاد متوقف شد. از جایی که مانده ادامه دهید یا فایل را تقسیم کنید.',
-      },
-    ];
-  }
-
-  return acc;
-}
-
-function apiMessage(e: unknown, fallback: string) {
-  if (!axios.isAxiosError(e)) {
-    return e instanceof Error && e.message ? e.message : fallback;
-  }
-  if (e.code === 'ECONNABORTED' || /timeout/i.test(e.message)) {
-    return 'مهلت درخواست تمام شد — فایل خیلی بزرگ است یا سرور دیر جواب داد. دوباره تلاش کنید.';
-  }
-  if (!e.response) {
-    return 'ارتباط با سرور برقرار نشد. اتصال را بررسی کنید و دوباره تلاش کنید.';
-  }
-  const status = e.response.status;
-  const data = e.response.data as { message?: string | string[] } | string | undefined;
-  let msg: string | undefined;
-  if (typeof data === 'string' && data.trim() && !data.trim().startsWith('<')) {
-    msg = data.trim().slice(0, 280);
-  } else if (data && typeof data === 'object') {
-    const m = data.message;
-    msg = Array.isArray(m) ? m.join('، ') : m;
-  }
-  if (msg) return msg;
-  if (status === 413) return 'حجم فایل بیش از حد مجاز سرور است.';
-  if (status === 502 || status === 504) {
-    return 'سرور میانی قطع شد (معمولاً به‌خاطر حجم/زمان فایل). چند دقیقه بعد دوباره تلاش کنید.';
-  }
-  return `${fallback} (کد ${status})`;
-}
-
-async function onFile(ev: Event) {
-  const el = ev.target as HTMLInputElement;
-  const file = el.files?.[0];
-  el.value = '';
-  if (!file) return;
-  emit('start');
-  submitting.value = true;
-  phase.value = 'preview';
-  try {
-    let data: ExcelPreviewResult;
-    if (useClientImport.value && props.clientAliases && props.clientFields) {
-      progressLabel.value = 'در حال خواندن فایل در مرورگر…';
-      data = await previewExcelClient(
-        file,
-        props.clientAliases,
-        props.clientFields,
-        props.clientReadOptions,
-      );
-    } else {
-      const form = new FormData();
-      form.append('file', file);
-      const res = await api.post<ExcelPreviewResult>(props.previewPath, form, {
-        headers: { 'Content-Type': undefined },
-        timeout: 5 * 60 * 1000,
-      });
-      data = res.data;
-    }
-    if (!data.needsMapping) {
-      try {
-        emit('done', await runChunkedImport(file));
-        reset();
-        emit('settled');
-      } catch (impErr) {
-        emit('fail', apiMessage(impErr, 'ایمپورت ناموفق بود'));
-        reset();
-        emit('settled');
-      }
-      return;
-    }
-    pending.value = file;
-    preview.value = data;
-    for (const col of data.columns) {
-      mapping[col.header] = data.suggested[col.header] ?? '';
-    }
-    phase.value = 'idle';
-    submitting.value = false;
-    // Allow parent toolbar while user maps columns.
-    emit('settled');
-  } catch (e) {
-    emit('fail', apiMessage(e, 'خواندن فایل اکسل ناموفق بود'));
-    reset();
-    emit('settled');
-  }
-}
-
-async function confirmMapping() {
-  if (!pending.value || !canImport.value || submitting.value) return;
-  emit('start');
-  submitting.value = true;
-  phase.value = 'import';
-  try {
-    emit('done', await runChunkedImport(pending.value, { ...mapping }));
-    reset();
-    emit('settled');
-  } catch (e) {
-    emit('fail', apiMessage(e, 'ایمپورت ناموفق بود'));
-    phase.value = 'idle';
-    submitting.value = false;
-    progressLabel.value = '';
-    progressPct.value = null;
-    emit('settled');
-  }
-}
-</script>
-
-<template>
-  <span class="excel-import" :class="{ isBusy: submitting }" @click.stop="pick">
-    <slot :loading="submitting" :disabled="disabled || submitting" />
-    <input
-      ref="input"
-      type="file"
-      accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
-      hidden
-      :disabled="disabled || submitting"
-      @change="onFile"
-      @click.stop
-    />
-  </span>
-
-  <UiBusyOverlay
-    :open="busyOpen"
-    :message="busyMessage"
-    :progress="busyProgress"
-    nest
-  />
-
-  <UiModal :open="!!preview" title="تطبیق ستون‌های اکسل" @close="closeMapper">
-    <p class="lead">
-      ستون‌های این فایل با قالب سیستم یکی نیست. مشخص کنید هر ستون فایل در کدام فیلد ریخته شود.
-    </p>
-    <p v-if="preview?.largeFile" class="large-hint">
-      فایل بزرگ است ({{ (preview.rowCount ?? 0).toLocaleString('fa-IR') }} ردیف) — ورود به‌صورت چندمرحله‌ای انجام می‌شود.
-    </p>
-    <div class="rows">
-      <div v-for="col in preview?.columns ?? []" :key="col.header" class="row">
-        <div class="source">
-          <strong>{{ col.header }}</strong>
-          <small v-if="col.samples.length">نمونه: {{ col.samples.join('، ') }}</small>
-        </div>
-        <UiSelect
-          :model-value="mapping[col.header] ?? ''"
-          :disabled="submitting"
-          @update:model-value="setColumnField(col.header, $event)"
-        >
-          <option value="">نادیده بگیر</option>
-          <option v-for="field in preview?.fields ?? []" :key="field.key" :value="field.key">
-            {{ field.label }}{{ field.required ? ' *' : '' }}
-          </option>
-        </UiSelect>
-      </div>
-    </div>
-    <p v-if="!canImport" class="hint">فیلدهای ستاره‌دار را حتماً به یک ستون وصل کنید.</p>
-    <template #footer>
-      <UiButton variant="ghost" :disabled="submitting" @click="closeMapper">انصراف</UiButton>
-      <UiButton :disabled="!canImport" :loading="submitting" @click="confirmMapping">
-        ورود فایل
-      </UiButton>
-    </template>
-  </UiModal>
-</template>
-
-<style scoped>
-.excel-import {
-  display: inline-flex;
-}
-
-.excel-import.isBusy {
-  pointer-events: none;
-  opacity: 0.7;
-}
-
-.lead {
-  margin: 0 0 1rem;
-  color: var(--muted);
-  line-height: 1.7;
-}
-
-.large-hint {
-  margin: -0.35rem 0 1rem;
-  padding: 0.55rem 0.75rem;
-  border-radius: 10px;
-  background: color-mix(in srgb, var(--accent, #2563eb) 12%, transparent);
-  color: var(--fg, inherit);
-  font-size: 0.88rem;
-  line-height: 1.6;
-}
-
-.rows {
-  display: grid;
-  gap: 0.75rem;
-}
-
-.row {
-  display: grid;
-  grid-template-columns: minmax(0, 1.1fr) minmax(0, 0.9fr);
-  gap: 0.75rem;
-  align-items: center;
-}
-
-.source {
-  display: grid;
-  gap: 0.2rem;
-  min-width: 0;
-}
-
-.source strong {
-  font-size: 0.95rem;
-}
-
-.source small {
-  color: var(--muted);
-  font-size: 0.78rem;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.hint {
-  margin: 0.85rem 0 0;
-  color: var(--danger);
-  font-size: 0.85rem;
-}
-
-@media (max-width: 700px) {
-  .row {
-    grid-template-columns: 1fr;
-  }
-}
-</style>

apps/web/src/components/InvoiceDocPreview.vue

@@ -8,7 +8,7 @@ import {
   Space as ASpace,
   Typography,
 } from 'ant-design-vue';
-import { PrinterOutlined } from '@/icons/ant-bridge';
+import { PrinterOutlined } from '@ant-design/icons-vue';
 import { brand } from '@mento/shared';
 import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
 import { formatMoney, currencySuffix } from '@/lib/money';

apps/web/src/components/JalaliDateInput.vue

@@ -6,7 +6,7 @@ import {
   ClockCircleOutlined,
   LeftOutlined,
   RightOutlined,
-} from '@/icons/ant-bridge';
+} from '@ant-design/icons-vue';
 import {
   addJalaliMonths,
   dateToJalali,
@@ -30,6 +30,10 @@ const props = withDefaults(
     placeholder?: string;
     clearable?: boolean;
     icon?: 'calendar' | 'clock' | 'bell';
+    /** اگر داده شود، متن باکس به‌جای تاریخ خام همین مقدار است. */
+    displayText?: string;
+    /** نمایی که با باز شدن پنل دیده می‌شود. */
+    startView?: 'days' | 'months' | 'years';
   }>(),
   {
     mode: 'date',
@@ -37,6 +41,8 @@ const props = withDefaults(
     disabled: false,
     clearable: true,
     icon: undefined,
+    displayText: '',
+    startView: 'days',
   },
 );
 
@@ -52,6 +58,8 @@ const hourColRef = ref<HTMLElement | null>(null);
 const minuteColRef = ref<HTMLElement | null>(null);
 const top = ref(0);
 const left = ref(0);
+/** بالای مودال Ant (حدود ۱۰۰۰) تا تقویم پشت پنجره نماند */
+const popupZ = ref(120);
 const todayJ = dateToJalali(new Date());
 const cursor = ref<{ jy: number; jm: number }>({ jy: todayJ.jy, jm: todayJ.jm });
 const draftHour = ref(9);
@@ -85,6 +93,7 @@ const triggerIcon = computed(() => {
 });
 
 const display = computed(() => {
+  if (props.displayText) return props.displayText;
   if (props.mode === 'time') {
     const match = /^(\d{1,2}):(\d{2})$/.exec(model.value);
     if (!match) return '';
@@ -318,21 +327,46 @@ function place() {
   const panel = panelRef.value;
   if (!trigger) return;
   const rect = trigger.getBoundingClientRect();
-  const width = panel?.offsetWidth || (props.mode === 'time' ? (isMobile.value ? 340 : 280) : 320);
+  const width =
-  const height = panel?.offsetHeight || (props.mode === 'time' ? (isMobile.value ? 460 : 320) : 360);
+    panel?.offsetWidth ||
+    (props.mode === 'time' ? (isMobile.value ? 340 : 280) : 328);
+  const height =
+    panel?.offsetHeight ||
+    (props.mode === 'time' ? (isMobile.value ? 460 : 320) : 340);
+  const margin = 8;
   let nextLeft = rect.left;
   if (getComputedStyle(document.documentElement).direction === 'rtl') {
     nextLeft = rect.right - width;
   }
-  nextLeft = Math.min(Math.max(8, nextLeft), window.innerWidth - width - 8);
+  nextLeft = Math.min(
-  let nextTop = rect.bottom + 8;
+    Math.max(margin, nextLeft),
-  if (nextTop + height > window.innerHeight - 8) {
+    Math.max(margin, window.innerWidth - width - margin),
-    nextTop = Math.max(8, rect.top - height - 8);
+  );
+  const spaceBelow = window.innerHeight - rect.bottom - margin * 2;
+  const spaceAbove = rect.top - margin * 2;
+  let nextTop: number;
+  if (height <= spaceBelow) {
+    nextTop = rect.bottom + margin;
+  } else if (height <= spaceAbove) {
+    nextTop = rect.top - height - margin;
+  } else if (spaceBelow >= spaceAbove) {
+    nextTop = Math.max(margin, window.innerHeight - height - margin);
+  } else {
+    nextTop = margin;
   }
   left.value = nextLeft;
   top.value = nextTop;
 }
 
+function liftAboveOverlays() {
+  let z = 120;
+  for (const el of document.querySelectorAll('.ant-modal-wrap, .ant-drawer, .ant-popover, [role="dialog"], [data-lead-filter]')) {
+    const zi = Number.parseInt(window.getComputedStyle(el).zIndex, 10);
+    if (Number.isFinite(zi)) z = Math.max(z, zi + 20);
+  }
+  popupZ.value = z;
+}
+
 function onWindowChange() {
   syncViewport();
   if (open.value) place();
@@ -341,9 +375,10 @@ function onWindowChange() {
 async function show() {
   if (props.disabled) return;
   syncDraftFrom(parsed.value);
-  calView.value = 'days';
+  calView.value = props.startView;
   clockFace.value = 'hour';
   syncViewport();
+  liftAboveOverlays();
   open.value = true;
   await nextTick();
   place();
@@ -538,7 +573,7 @@ onBeforeUnmount(() => {
           'is-desktop': !isMobile,
         }"
         role="dialog"
-        :style="{ top: `${top}px`, left: `${left}px` }"
+        :style="{ top: `${top}px`, left: `${left}px`, zIndex: popupZ }"
       >
         <header v-if="mode !== 'time'" class="nav">
           <a-button type="text" class="nav-btn" :aria-label="navLabels.forward" @click="navStep(1)">
@@ -726,7 +761,7 @@ onBeforeUnmount(() => {
           >
             پاک کردن
           </a-button>
-          <a-button type="primary" class="done" @click="hide">تأیید</a-button>
+          <a-button type="primary" @click="hide">تأیید</a-button>
         </footer>
       </div>
     </Teleport>
@@ -851,10 +886,11 @@ onBeforeUnmount(() => {
 .panel {
   position: fixed;
   z-index: 120;
+  box-sizing: border-box;
   width: min(20.5rem, calc(100vw - 16px));
-  max-height: calc(100vh - 16px);
+  /* تقویم باید یکجا دیده شود؛ اسکرول داخل پنل گیج‌کننده است */
-  overflow-x: hidden;
+  max-height: none;
-  overflow-y: auto;
+  overflow: hidden;
   background: #fff;
   border-radius: var(--radius);
   box-shadow: 0 18px 48px rgba(15, 23, 42, 0.18);
@@ -862,6 +898,13 @@ onBeforeUnmount(() => {
   font-family: IRANSans, Tahoma, sans-serif;
 }
 
+@media (max-height: 420px) {
+  .panel {
+    max-height: calc(100vh - 16px);
+    overflow: auto;
+  }
+}
+
 .panel-time {
   width: min(22.5rem, calc(100vw - 16px));
 }
@@ -893,45 +936,40 @@ onBeforeUnmount(() => {
 
 .pick-grid {
   display: grid;
-  grid-template-columns: repeat(3, minmax(0, 1fr));
+  grid-template-columns: repeat(3, 1fr);
   gap: 0.35rem;
   padding: 0.25rem 0;
 }
 
-.panel :deep(.ant-btn.pick-cell) {
+.panel :deep(.pick-cell.ant-btn) {
-  width: 100%;
+  width: 100% !important;
-  min-width: 0;
+  min-width: 0 !important;
-  height: 44px;
+  height: 44px !important;
-  margin: 0;
+  padding-inline: 0 !important;
-  padding: 0 4px;
   border-radius: var(--radius);
   color: #0f172a;
   font-size: 0.85rem;
 }
 
-.panel :deep(.ant-btn.pick-cell.today) {
+.panel :deep(.pick-cell.today) {
   box-shadow: inset 0 0 0 1px #99f6e4;
 }
 
-.panel :deep(.ant-btn.pick-cell.on),
+.panel :deep(.pick-cell.on),
-.panel :deep(.ant-btn.pick-cell:hover) {
+.panel :deep(.pick-cell.ant-btn:hover) {
   background: #0d9488;
   color: #fff;
 }
 
-.panel :deep(.ant-btn.nav-btn) {
+.nav-btn {
   width: 32px;
-  min-width: 32px;
   height: 32px;
-  margin: 0;
-  padding: 0;
   border: 0;
   border-radius: var(--radius);
   background: #f1f5f9;
   color: #0f766e;
-  display: inline-flex;
+  display: grid;
-  align-items: center;
+  place-items: center;
-  justify-content: center;
   cursor: pointer;
 }
 
@@ -944,6 +982,7 @@ onBeforeUnmount(() => {
   display: grid;
   grid-template-columns: repeat(7, minmax(0, 1fr));
   gap: 0.15rem;
+  width: 100%;
   min-width: 0;
 }
 
@@ -954,40 +993,43 @@ onBeforeUnmount(() => {
   padding-bottom: 0.25rem;
 }
 
-.panel :deep(.ant-btn.day) {
+.panel :deep(.day.ant-btn) {
-  display: inline-flex;
+  width: 100% !important;
-  align-items: center;
+  min-width: 0 !important;
-  justify-content: center;
+  height: 34px !important;
-  width: 100%;
+  padding: 0 !important;
-  min-width: 0;
-  height: 34px;
-  margin: 0;
-  padding: 0;
-  line-height: 1;
   border: 0;
   border-radius: var(--radius);
   background: none;
   color: #0f172a;
   font: inherit;
+  font-size: 0.82rem;
+  line-height: 1;
   cursor: pointer;
-  box-shadow: none;
 }
 
-.panel :deep(.ant-btn.day.mute) {
+.panel :deep(.day.ant-btn > span) {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 100%;
+}
+
+.panel :deep(.day.mute) {
   color: #cbd5e1;
 }
 
-.panel :deep(.ant-btn.day.today) {
+.panel :deep(.day.today) {
   box-shadow: inset 0 0 0 1px #99f6e4;
 }
 
-.panel :deep(.ant-btn.day.on),
+.panel :deep(.day.on),
-.panel :deep(.ant-btn.day:hover) {
+.panel :deep(.day.ant-btn:hover) {
   background: #0d9488;
   color: #fff;
 }
 
-.panel :deep(.ant-btn.day.mute:hover) {
+.panel :deep(.day.mute:hover) {
   background: #f1f5f9;
   color: #64748b;
 }
@@ -1017,11 +1059,9 @@ onBeforeUnmount(() => {
   margin-bottom: 0.85rem;
 }
 
-.panel :deep(.ant-btn.md-chip) {
+.md-chip {
   min-width: 5.1rem;
   height: 4.1rem;
-  margin: 0;
-  padding: 0;
   border: 0;
   border-radius: var(--radius);
   background: #f1f5f9;
@@ -1034,7 +1074,7 @@ onBeforeUnmount(() => {
   cursor: pointer;
 }
 
-.panel :deep(.ant-btn.md-chip.on) {
+.md-chip.on {
   background: #ccfbf1;
   color: #0f766e;
   box-shadow: inset 0 0 0 2px #99f6e4;
@@ -1108,11 +1148,10 @@ onBeforeUnmount(() => {
   pointer-events: none;
 }
 
-.panel :deep(.ant-btn.md-tick) {
+.md-tick {
   position: absolute;
   z-index: 2;
   width: 36px;
-  min-width: 36px;
   height: 36px;
   margin: 0;
   border: 0;
@@ -1129,12 +1168,12 @@ onBeforeUnmount(() => {
   padding: 0;
 }
 
-.panel :deep(.ant-btn.md-tick.inner) {
+.md-tick.inner {
   font-size: 0.74rem;
   color: #64748b;
 }
 
-.panel :deep(.ant-btn.md-tick.on) {
+.md-tick.on {
   background: transparent;
   color: #fff;
 }
@@ -1183,12 +1222,9 @@ onBeforeUnmount(() => {
   overscroll-behavior: contain;
 }
 
-.panel :deep(.ant-btn.col-item) {
+.col-item {
   width: 100%;
-  min-width: 0;
   height: 36px;
-  margin: 0;
-  padding: 0;
   border: 0;
   border-radius: var(--radius);
   background: transparent;
@@ -1199,11 +1235,11 @@ onBeforeUnmount(() => {
   cursor: pointer;
 }
 
-.panel :deep(.ant-btn.col-item:hover) {
+.col-item:hover {
   background: #e2e8f0;
 }
 
-.panel :deep(.ant-btn.col-item.on) {
+.col-item.on {
   background: #0d9488;
   color: #fff;
 }
@@ -1215,8 +1251,28 @@ onBeforeUnmount(() => {
   margin-top: 0.7rem;
 }
 
-.panel :deep(.ant-btn.done) {
+.link,
+.done {
+  border: 0;
+  background: none;
+  font: inherit;
+  cursor: pointer;
+}
+
+.link {
+  color: #0f766e;
+  font-size: 0.8rem;
+  font-weight: 700;
+}
+
+.done {
   margin-inline-start: auto;
+  background: #14b8a6;
+  color: #fff;
+  border-radius: var(--radius);
+  padding: 0.4rem 0.8rem;
+  font-weight: 600;
+  font-size: 0.8rem;
 }
 
 .panel.is-mobile .time-box {

apps/web/src/components/MentoMemoryPanel.vue

@@ -9,10 +9,10 @@ import {
   List as AList,
   Modal,
   Space as ASpace,
+  Spin as ASpin,
   Textarea as ATextarea,
   Typography,
 } from 'ant-design-vue';
-import { CrmSkeleton, CrmSkeletonList } from '@/components/skeleton';
 import { api } from '@/lib/api';
 import { brand, type MemoryItemDto, type PaginatedResponse } from '@mento/shared';
 import { formatJalaliDateTime } from '@/lib/jalali';
@@ -163,8 +163,7 @@ onMounted(load);
 
     <a-alert v-if="error" type="error" show-icon :message="error" :style="{ marginBottom: '12px' }" />
 
-    <CrmSkeleton :loading="loading">
+    <a-spin :spinning="loading">
-      <CrmSkeletonList :rows="4">
       <a-typography-text v-if="!loading && !hasItems" type="secondary">
         هنوز موردی در حافظه ثبت نشده.
       </a-typography-text>
@@ -202,7 +201,6 @@ onMounted(load);
           </a-list-item>
         </template>
       </a-list>
-    </CrmSkeletonList>
+    </a-spin>
-    </CrmSkeleton>
   </a-card>
 </template>

apps/web/src/components/MoneyInput.vue

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

apps/web/src/components/NoteAiSuggestionPanel.vue

@@ -5,20 +5,6 @@ import { api } from '@/lib/api';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { brand, type NoteAiPayloadDto, type NoteAiSuggestionDto } from '@mento/shared';
 import { rewriteGregorianDates } from '@/lib/jalali';
-import {
-  Alert as AAlert,
-  Button as AButton,
-  Card as ACard,
-  Checkbox as ACheckbox,
-  Flex as AFlex,
-  Input as AInput,
-  Space as ASpace,
-  Textarea as ATextarea,
-  Typography,
-} from 'ant-design-vue';
-
-const { Text: ATypographyText, Paragraph: ATypographyParagraph, Title: ATypographyTitle } =
-  Typography;
 
 const props = defineProps<{
   noteId: string;
@@ -162,108 +148,193 @@ function formatPayloadSummary(value: NoteAiPayloadDto | null) {
 </script>
 
 <template>
-  <a-card :bordered="true" :style="{ marginTop: '12px' }">
+  <section class="ai-panel">
-    <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+    <header>
-      <a-typography-text strong>پیشنهاد {{ brand.aiName }}</a-typography-text>
+      <strong>پیشنهاد {{ brand.aiName }}</strong>
-      <a-button
+      <button
         v-if="!isPending"
-        type="link"
+        type="button"
+        class="link"
         :disabled="loading"
         @click="analyze"
       >
         {{ loading ? '…' : 'تحلیل مجدد' }}
-      </a-button>
+      </button>
-      <a-button
+      <button
         v-else-if="!suggestion"
-        type="link"
+        type="button"
+        class="link"
         :disabled="loading"
         @click="analyze"
       >
         {{ loading ? 'در حال تحلیل…' : 'تحلیل با AI' }}
-      </a-button>
+      </button>
-    </a-flex>
+    </header>
 
-    <a-alert v-if="error" type="error" show-icon :message="error" :style="{ marginTop: '8px' }" />
+    <p v-if="error" class="error">{{ error }}</p>
-    <a-typography-text v-else-if="loading && !suggestion" type="secondary">
+    <p v-else-if="loading && !suggestion" class="muted">در حال تحلیل یادداشت…</p>
-      در حال تحلیل یادداشت…
+    <p v-else-if="suggestion?.status === 'failed'" class="error">
-    </a-typography-text>
+      {{ suggestion.errorMessage || 'تحلیل ناموفق بود' }}
-    <a-flex v-else-if="suggestion?.status === 'failed'" vertical :gap="4">
+      <button type="button" class="link" @click="analyze">تلاش دوباره</button>
-      <a-alert
+    </p>
-        type="error"
+    <p v-else-if="!suggestion" class="muted">
-        show-icon
+      <button type="button" class="link" :disabled="loading" @click="analyze">
-        :message="suggestion.errorMessage || 'تحلیل ناموفق بود'"
-      />
-      <a-button type="link" @click="analyze">تلاش دوباره</a-button>
-    </a-flex>
-    <a-button
-      v-else-if="!suggestion"
-      type="link"
-      :disabled="loading"
-      @click="analyze"
-    >
         تحلیل این یادداشت با AI
-    </a-button>
+      </button>
+    </p>
 
     <template v-else-if="isPending && payload">
-      <a-typography-paragraph
+      <p v-if="formatPayloadSummary(payload)" class="summary">{{ formatPayloadSummary(payload) }}</p>
-        v-if="formatPayloadSummary(payload)"
-        type="secondary"
-        :style="{ marginTop: '8px' }"
-      >
-        {{ formatPayloadSummary(payload) }}
-      </a-typography-paragraph>
 
-      <a-flex v-if="payload.nextAction" vertical :gap="8" :style="{ marginTop: '8px' }">
+      <div v-if="payload.nextAction" class="block">
-        <a-checkbox v-model:checked="applyNextAction">کار بعدی</a-checkbox>
+        <label class="check">
-        <a-input v-model:value="nextTitle" placeholder="عنوان کار بعدی" style="width: 100%" />
+          <input v-model="applyNextAction" type="checkbox" />
-        <JalaliDateInput v-model="nextDueAt" mode="datetime" style="width: 100%" />
+          کار بعدی
-      </a-flex>
+        </label>
+        <input v-model="nextTitle" type="text" placeholder="عنوان کار بعدی" />
+        <JalaliDateInput v-model="nextDueAt" mode="datetime" />
+      </div>
 
-      <a-flex v-if="memoryItems.length" vertical :gap="8" :style="{ marginTop: '12px' }">
+      <div v-if="memoryItems.length" class="block">
-        <a-typography-title :level="5" :style="{ margin: 0 }">
+        <p class="block-title">حافظه مشتری (با تأیید شما ذخیره می‌شود)</p>
-          حافظه مشتری (با تأیید شما ذخیره می‌شود)
+        <p v-if="!hasPerson" class="warn">برای ذخیره حافظه، یادداشت باید به یک شخص متصل باشد.</p>
-        </a-typography-title>
+        <label
-        <a-alert
-          v-if="!hasPerson"
-          type="warning"
-          show-icon
-          message="برای ذخیره حافظه، یادداشت باید به یک شخص متصل باشد."
-        />
-        <a-flex
           v-for="(_, index) in memoryItems"
           :key="index"
-          :gap="8"
+          class="memory-row"
-          align="flex-start"
         >
-          <a-checkbox
+          <input
-            v-model:checked="selectedMemory[index]"
+            v-model="selectedMemory[index]"
+            type="checkbox"
             :disabled="!hasPerson"
           />
-          <a-textarea v-model:value="memoryEdits[index]" :rows="2" style="width: 100%" />
+          <textarea v-model="memoryEdits[index]" rows="2" />
-        </a-flex>
+        </label>
-      </a-flex>
+      </div>
 
-      <a-space :size="8" wrap :style="{ marginTop: '12px' }">
+      <div class="actions">
-        <a-button type="primary" :disabled="applying" :loading="applying" @click="apply">
+        <button type="button" class="btn" :disabled="applying" @click="apply">
-          اعمال انتخاب‌شده
+          {{ applying ? '…' : 'اعمال انتخاب‌شده' }}
-        </a-button>
+        </button>
-        <a-button :disabled="applying" @click="dismiss">رد کردن</a-button>
+        <button type="button" class="btn btn-ghost" :disabled="applying" @click="dismiss">
-      </a-space>
+          رد کردن
+        </button>
+      </div>
     </template>
 
-    <a-typography-text
+    <p v-else-if="suggestion?.status === 'applied'" class="muted ok">پیشنهاد اعمال شد.</p>
-      v-else-if="suggestion?.status === 'applied'"
+    <p v-else-if="suggestion?.status === 'dismissed'" class="muted">پیشنهاد رد شد.</p>
-      type="success"
+  </section>
-      :style="{ display: 'block', marginTop: '8px' }"
-    >
-      پیشنهاد اعمال شد.
-    </a-typography-text>
-    <a-typography-text
-      v-else-if="suggestion?.status === 'dismissed'"
-      type="secondary"
-      :style="{ display: 'block', marginTop: '8px' }"
-    >
-      پیشنهاد رد شد.
-    </a-typography-text>
-  </a-card>
 </template>
+
+<style scoped>
+.ai-panel {
+  margin-top: 0.75rem;
+  padding: 0.75rem 0.85rem;
+  border: 1px dashed var(--accent);
+  border-radius: var(--radius);
+  background: rgba(255, 255, 255, 0.65);
+  display: grid;
+  gap: 0.6rem;
+  min-width: 0;
+  overflow-wrap: anywhere;
+}
+
+header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+}
+
+.link {
+  border: none;
+  background: transparent;
+  color: var(--accent);
+  cursor: pointer;
+  font: inherit;
+}
+
+.block {
+  display: grid;
+  gap: 0.45rem;
+}
+
+.block-title {
+  margin: 0;
+  font-weight: 600;
+}
+
+.check {
+  display: flex;
+  align-items: center;
+  gap: 0.4rem;
+}
+
+.memory-row {
+  display: grid;
+  grid-template-columns: auto 1fr;
+  gap: 0.45rem;
+  align-items: start;
+}
+
+input[type='text'],
+textarea {
+  border: 1px solid var(--line);
+  border-radius: var(--radius);
+  padding: 0.55rem 0.7rem;
+  font: inherit;
+  width: 100%;
+  min-width: 0;
+  max-width: 100%;
+}
+
+.actions {
+  display: flex;
+  gap: 0.5rem;
+  flex-wrap: wrap;
+}
+
+.actions .btn {
+  min-width: 0;
+  flex: 1 1 auto;
+}
+
+@media (max-width: 520px) {
+  .actions {
+    flex-direction: column;
+  }
+
+  .actions .btn,
+  .actions .btn-ghost {
+    width: 100%;
+  }
+}
+
+.summary {
+  margin: 0;
+  color: var(--muted);
+  font-size: 0.92rem;
+}
+
+.muted {
+  margin: 0;
+  color: var(--muted);
+}
+
+.ok {
+  color: #067647;
+}
+
+.warn {
+  margin: 0;
+  color: #b54708;
+  font-size: 0.88rem;
+}
+
+.error {
+  margin: 0;
+  color: #b42318;
+}
+</style>

apps/web/src/components/OrgSwitcher.vue

@@ -3,59 +3,35 @@ import { computed, nextTick, onMounted, onUnmounted, ref } from 'vue';
 import axios from 'axios';
 import { useAuthStore } from '@/stores/auth';
 import { USER_ROLE_LABELS } from '@/lib/roles';
-import type { OrganizationMembershipDto } from '@mento/shared';
+import { BUSINESS_FIELDS, BUSINESS_FIELD_LABELS } from '@/lib/business-fields';
+import type { BusinessField, OrganizationMembershipDto } from '@mento/shared';
 import UiIcon from '@/components/UiIcon.vue';
+import UiModal from '@/components/ui/UiModal.vue';
 
-const props = withDefaults(
+defineProps<{
-  defineProps<{
   compact?: boolean;
-    variant?: 'default' | 'workspace';
-  }>(),
-  {
-    compact: false,
-    variant: 'default',
-  },
-);
-
-const emit = defineEmits<{
-  open: [];
-  close: [];
 }>();
 
 const auth = useAuthStore();
 
 const orgs = ref<OrganizationMembershipDto[]>([]);
 const open = ref(false);
+const createOpen = ref(false);
 const loading = ref(false);
+const creating = ref(false);
 const error = ref('');
+const newName = ref('');
+const newField = ref<BusinessField>('personal');
 const rootEl = ref<HTMLElement | null>(null);
 const menuEl = ref<HTMLElement | null>(null);
 const menuStyle = ref<Record<string, string>>({});
 let ignoreDocClickUntil = 0;
 
 const currentName = computed(
-  () =>
+  () => auth.user?.organizationName || orgs.value.find((o) => o.id === auth.user?.organizationId)?.name || 'محیط کاری',
-    auth.user?.organizationName ||
-    orgs.value.find((o) => o.id === auth.user?.organizationId)?.name ||
-    'محیط کاری',
 );
 
-const currentSubtitle = computed(() => {
-  const current = orgs.value.find((o) => o.id === auth.user?.organizationId);
-  if (current?.orgRoleName) return current.orgRoleName;
-  if (auth.user?.role) return USER_ROLE_LABELS[auth.user.role];
-  return 'محیط کاری';
-});
-
-const currentInitial = computed(() => {
-  const name = currentName.value.trim();
-  return name ? name.charAt(0) : 'م';
-});
-
 const canSwitch = computed(() => orgs.value.length > 1);
-const isWorkspace = computed(() => props.variant === 'workspace');
-/** در حالت workspace منو همیشه باز می‌شود؛ در حالت پیش‌فرض فقط وقتی بیش از یکی باشد */
-const menuEnabled = computed(() => isWorkspace.value || canSwitch.value);
 
 function apiError(e: unknown, fallback: string) {
   if (axios.isAxiosError(e)) {
@@ -73,62 +49,34 @@ async function loadOrgs() {
   }
 }
 
-function closeMenu() {
-  if (!open.value) return;
-  open.value = false;
-  emit('close');
-}
-
 async function toggle() {
-  if (!menuEnabled.value) return;
+  if (!canSwitch.value) return;
   error.value = '';
   if (open.value) {
-    closeMenu();
+    open.value = false;
     return;
   }
   ignoreDocClickUntil = Date.now() + 400;
   open.value = true;
-  emit('open');
   await nextTick();
   placeMenu();
   await loadOrgs();
-  await nextTick();
-  placeMenu();
 }
 
 function placeMenu() {
   const btn = rootEl.value?.querySelector('button');
   if (!(btn instanceof HTMLElement)) return;
   const box = btn.getBoundingClientRect();
-  const minWidth = Math.round(Math.max(box.width, isWorkspace.value ? 240 : 200));
-  const sidebar = document.getElementById('app-sidebar');
-  const rail = sidebar?.getBoundingClientRect();
-  // لبهٔ راست منو = لبهٔ چپ سایدبار − ۴px
-  const edge = rail?.left ?? box.left;
-  const beside = {
-    right: 'auto',
-    left: `${Math.round(edge - 4)}px`,
-    transform: 'translateX(-100%)',
-    minWidth: `${minWidth}px`,
-  };
-  if (isWorkspace.value) {
   menuStyle.value = {
-      ...beside,
+    bottom: `${Math.round(window.innerHeight - box.top + 6)}px`,
-      top: `${Math.round(box.top)}px`,
+    right: `${Math.round(window.innerWidth - box.right)}px`,
-      bottom: 'auto',
+    minWidth: `${Math.round(Math.max(box.width, 200))}px`,
-    };
-    return;
-  }
-  menuStyle.value = {
-    ...beside,
-    top: 'auto',
-    bottom: `${Math.round(window.innerHeight - box.bottom)}px`,
   };
 }
 
 async function choose(org: OrganizationMembershipDto) {
   if (org.id === auth.user?.organizationId) {
-    closeMenu();
+    open.value = false;
     return;
   }
   loading.value = true;
@@ -142,16 +90,42 @@ async function choose(org: OrganizationMembershipDto) {
   }
 }
 
+function openCreate() {
+  open.value = false;
+  newName.value = '';
+  newField.value = 'personal';
+  error.value = '';
+  createOpen.value = true;
+}
+
+async function submitCreate() {
+  const name = newName.value.trim();
+  if (name.length < 2) {
+    error.value = 'نام محیط باید حداقل دو حرف باشد.';
+    return;
+  }
+  creating.value = true;
+  error.value = '';
+  try {
+    await auth.createOrganization({
+      name,
+      businessField: newField.value,
+    });
+    window.location.assign('/');
+  } catch (e) {
+    error.value = apiError(e, 'ساخت محیط ناموفق بود');
+    creating.value = false;
+  }
+}
+
 function onDocClick(event: MouseEvent) {
   if (!open.value || Date.now() < ignoreDocClickUntil) return;
   const target = event.target;
   if (!(target instanceof Node)) return;
   if (rootEl.value?.contains(target) || menuEl.value?.contains(target)) return;
-  closeMenu();
+  open.value = false;
 }
 
-defineExpose({ close: closeMenu });
-
 onMounted(() => {
   void loadOrgs();
   document.addEventListener('click', onDocClick);
@@ -163,46 +137,27 @@ onUnmounted(() => {
 </script>
 
 <template>
-  <div ref="rootEl" class="org-switch" :class="{ 'org-ws': isWorkspace, compact }">
+  <div ref="rootEl" class="org-switch">
     <button
       class="org-btn"
-      :class="{
+      :class="{ compact, static: !canSwitch }"
-        compact,
-        static: !menuEnabled,
-        'org-ws': isWorkspace,
-        open,
-      }"
       type="button"
       :title="currentName"
-      :aria-expanded="open"
+      :aria-disabled="!canSwitch"
-      :aria-haspopup="menuEnabled ? 'listbox' : undefined"
-      :aria-disabled="!menuEnabled"
       @click.stop="toggle"
     >
-      <template v-if="isWorkspace">
-        <span class="org-mark" aria-hidden="true">{{ currentInitial }}</span>
-        <span class="org-copy">
-          <strong>{{ currentName }}</strong>
-          <small>{{ currentSubtitle }}</small>
-        </span>
-        <i class="org-chev" :class="{ open }" aria-hidden="true" />
-      </template>
-      <template v-else>
       <UiIcon name="building" :size="18" />
       <span>{{ currentName }}</span>
-      </template>
     </button>
     <Teleport to="body">
       <div
-        v-if="open && menuEnabled"
+        v-if="open && canSwitch"
         ref="menuEl"
         class="menu"
-        :class="{ 'org-ws': isWorkspace }"
         :style="menuStyle"
         role="listbox"
-        aria-label="محیط‌های کاری"
       >
-        <p class="hint">{{ canSwitch ? 'تعویض محیط کاری' : 'محیط کاری' }}</p>
+        <p class="hint">ورود به محیط</p>
         <button
           v-for="org in orgs"
           :key="org.id"
@@ -210,25 +165,41 @@ onUnmounted(() => {
           class="org-item"
           :class="{ on: org.id === auth.user?.organizationId }"
           :disabled="loading"
-          role="option"
-          :aria-selected="org.id === auth.user?.organizationId"
           @click="choose(org)"
         >
-          <span class="org-item-mark" aria-hidden="true">{{ org.name.trim().charAt(0) || 'م' }}</span>
-          <span class="org-item-copy">
           <strong>{{ org.name }}</strong>
           <span>{{ org.orgRoleName || USER_ROLE_LABELS[org.role] }}</span>
-          </span>
-          <UiIcon
-            v-if="org.id === auth.user?.organizationId"
-            class="org-check"
-            name="check"
-            :size="16"
-          />
         </button>
-        <p v-if="error" class="err">{{ error }}</p>
+        <button type="button" class="create" :disabled="loading" @click="openCreate">
+          محیط جدید
+        </button>
+        <p v-if="error && !createOpen" class="err">{{ error }}</p>
       </div>
     </Teleport>
+
+    <UiModal :open="createOpen" title="محیط جدید" @close="createOpen = false">
+      <form class="form" @submit.prevent="submitCreate">
+        <label>
+          نام محیط
+          <input v-model="newName" required minlength="2" placeholder="مثلاً شرکت یا کار روزمره" />
+        </label>
+        <label>
+          زمینه فعالیت
+          <select v-model="newField">
+            <option v-for="field in BUSINESS_FIELDS" :key="field" :value="field">
+              {{ BUSINESS_FIELD_LABELS[field] }}
+            </option>
+          </select>
+        </label>
+        <p v-if="error" class="err">{{ error }}</p>
+      </form>
+      <template #footer>
+        <button type="button" class="ghost" @click="createOpen = false">انصراف</button>
+        <button type="button" class="primary" :disabled="creating" @click="submitCreate">
+          {{ creating ? 'در حال ساخت…' : 'ساخت و ورود' }}
+        </button>
+      </template>
+    </UiModal>
   </div>
 </template>
 
@@ -263,7 +234,7 @@ onUnmounted(() => {
   margin-top: 0.05rem;
 }
 
-.org-btn > span {
+.org-btn span {
   min-width: 0;
   white-space: normal;
   overflow-wrap: anywhere;
@@ -282,7 +253,7 @@ onUnmounted(() => {
   color: #94a3b8;
 }
 
-.org-btn.compact:not(.org-ws) {
+.org-btn.compact {
   display: grid;
   place-items: center;
   width: 100%;
@@ -291,113 +262,18 @@ onUnmounted(() => {
   border-radius: var(--radius);
 }
 
-.org-btn.compact:not(.org-ws) > span {
+.org-btn.compact span {
   display: none;
 }
 
-.org-btn.compact:not(.org-ws):hover {
+.org-btn.compact:hover {
   background: #f8fafc;
 }
 
-.org-btn.compact.static:not(.org-ws):hover {
+.org-btn.compact.static:hover {
   background: transparent;
 }
 
-.org-btn.org-ws {
-  align-items: center;
-  gap: 0.7rem;
-  padding: 0.45rem 0.55rem;
-  border-radius: 16px;
-  color: #0f172a;
-  text-align: start;
-}
-
-.org-btn.org-ws:hover,
-.org-btn.org-ws.open {
-  background: #f8fafc;
-  color: #0f172a;
-}
-
-.org-btn.org-ws.static:hover {
-  background: #f8fafc;
-  color: #0f172a;
-}
-
-.org-mark {
-  width: 36px;
-  height: 36px;
-  border-radius: 999px;
-  display: grid;
-  place-items: center;
-  flex-shrink: 0;
-  background: color-mix(in srgb, var(--accent-soft) 80%, white);
-  color: var(--accent-deep);
-  font-size: 0.92rem;
-  font-weight: 800;
-}
-
-.org-copy {
-  min-width: 0;
-  flex: 1;
-  display: grid;
-  gap: 0.08rem;
-}
-
-.org-copy strong {
-  font-size: 0.92rem;
-  font-weight: 800;
-  line-height: 1.25;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.org-copy small {
-  font-size: 0.72rem;
-  font-weight: 600;
-  color: #94a3b8;
-  line-height: 1.2;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.org-chev {
-  width: 0.42rem;
-  height: 0.42rem;
-  border-right: 1.6px solid #94a3b8;
-  border-bottom: 1.6px solid #94a3b8;
-  /* RTL: اشاره به بیرون (چپ) */
-  transform: rotate(135deg);
-  transition: transform 0.15s ease;
-  flex-shrink: 0;
-  margin-inline-start: 0.15rem;
-}
-
-.org-chev.open {
-  transform: rotate(45deg);
-}
-
-.org-btn.compact.org-ws {
-  display: grid;
-  place-items: center;
-  width: 100%;
-  min-height: var(--control-h);
-  padding: 0;
-  border-radius: 14px;
-}
-
-.org-btn.compact.org-ws .org-copy,
-.org-btn.compact.org-ws .org-chev {
-  display: none;
-}
-
-.org-btn.compact.org-ws .org-mark {
-  width: 32px;
-  height: 32px;
-  font-size: 0.82rem;
-}
-
 .menu {
   position: fixed;
   z-index: 90;
@@ -410,21 +286,11 @@ onUnmounted(() => {
   gap: 0.2rem;
 }
 
-.menu.org-ws {
-  padding: 0.5rem;
-  border-radius: 16px;
-  border: 1px solid #e8eef3;
-  box-shadow: 0 16px 40px rgba(15, 23, 42, 0.14);
-  gap: 4px;
-}
-
 .hint {
   margin: 0;
-  padding: 0.35rem 0.65rem 0.45rem;
+  padding: 0.25rem 0.45rem;
-  font-size: 0.7rem;
+  font-size: 0.72rem;
-  font-weight: 700;
+  color: var(--muted);
-  letter-spacing: 0.02em;
-  color: #94a3b8;
 }
 
 .org-item,
@@ -439,89 +305,29 @@ onUnmounted(() => {
   cursor: pointer;
 }
 
-.menu.org-ws .org-item {
-  grid-template-columns: auto 1fr auto;
-  align-items: center;
-  gap: 0.7rem;
-  border-radius: 12px;
-  padding: 0.55rem 0.65rem;
-  color: #0f172a;
-}
-
-.org-item-mark {
-  width: 36px;
-  height: 36px;
-  border-radius: 999px;
-  display: grid;
-  place-items: center;
-  background: #eef2f7;
-  color: #475569;
-  font-size: 0.85rem;
-  font-weight: 800;
-  flex-shrink: 0;
-}
-
-.org-item-copy {
-  min-width: 0;
-  display: grid;
-  gap: 0.12rem;
-}
-
 .org-item strong {
-  font-size: 0.88rem;
+  font-size: 0.82rem;
-  font-weight: 700;
-  color: #0f172a;
-  line-height: 1.25;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
 }
 
-.org-item span,
+.org-item span {
-.org-item-copy span {
+  font-size: 0.72rem;
-  font-size: 0.74rem;
+  color: var(--muted);
-  font-weight: 500;
-  color: #94a3b8;
-  line-height: 1.2;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.org-check {
-  color: #0f172a;
-  flex-shrink: 0;
 }
 
 .org-item:hover,
 .create:hover {
-  background: #f3f4f6;
+  background: color-mix(in srgb, var(--accent-soft) 70%, white);
-}
-
-.menu.org-ws .org-item:hover {
-  background: #f3f4f6;
-}
-
-.menu.org-ws .org-item:hover .org-item-mark {
-  background: #e2e8f0;
 }
 
 .org-item.on {
-  background: #f3f4f6;
+  background: var(--accent-soft);
 }
 
-.menu.org-ws .org-item.on {
+.create {
-  background: #f3f4f6;
+  margin-top: 0.15rem;
-}
+  color: var(--accent);
-
+  font-weight: 700;
-.menu.org-ws .org-item.on .org-item-mark {
+  font-size: 0.82rem;
-  background: color-mix(in srgb, var(--accent-soft) 85%, white);
-  color: var(--accent-deep);
-}
-
-.menu.org-ws .org-item.on strong {
-  font-weight: 800;
-  color: #0f172a;
 }
 
 .err {
@@ -529,4 +335,41 @@ onUnmounted(() => {
   color: #b91c1c;
   font-size: 0.75rem;
 }
+
+.form {
+  display: grid;
+  gap: 0.75rem;
+}
+
+.form label {
+  display: grid;
+  gap: 0.35rem;
+  font-size: 0.88rem;
+}
+
+.form input,
+.form select {
+  border: 1px solid var(--line);
+  border-radius: 10px;
+  padding: 0.65rem 0.75rem;
+}
+
+.ghost,
+.primary {
+  border-radius: 10px;
+  padding: 0.55rem 0.9rem;
+  cursor: pointer;
+}
+
+.ghost {
+  border: 1px solid var(--line);
+  background: #fff;
+}
+
+.primary {
+  border: 0;
+  background: var(--accent);
+  color: #fff;
+  font-weight: 700;
+}
 </style>

apps/web/src/components/OrgUserPersonPick.vue

@@ -0,0 +1,367 @@
+<script setup lang="ts">
+import { computed, nextTick, ref, watch } from 'vue';
+import type { OrgUserDto } from '@mento/shared';
+import { toFaDigits } from '@/lib/jalali';
+import { normalizeSearchText } from '@/lib/search';
+import UiIcon from '@/components/UiIcon.vue';
+import UserAvatar from '@/components/UserAvatar.vue';
+
+const props = withDefaults(
+  defineProps<{
+    modelValue: string[];
+    users: Array<Pick<OrgUserDto, 'id' | 'fullName' | 'orgRoleName' | 'hasAvatar'>>;
+    disabled?: boolean;
+    emptyLabel?: string;
+  }>(),
+  {
+    disabled: false,
+    emptyLabel: 'انتخاب مسئول',
+  },
+);
+
+const emit = defineEmits<{
+  'update:modelValue': [ids: string[]];
+  change: [ids: string[]];
+}>();
+
+const open = ref(false);
+const query = ref('');
+const searchInput = ref<HTMLInputElement | null>(null);
+
+const selected = computed(() =>
+  props.modelValue
+    .map((id) => props.users.find((u) => u.id === id))
+    .filter((u): u is NonNullable<typeof u> => Boolean(u)),
+);
+
+const label = computed(() => {
+  if (!selected.value.length) return props.emptyLabel;
+  if (selected.value.length === 1) return selected.value[0]!.fullName;
+  return `${selected.value[0]!.fullName} و ${toFaDigits(selected.value.length - 1)} نفر دیگر`;
+});
+
+const filtered = computed(() => {
+  const q = normalizeSearchText(query.value);
+  if (!q) return props.users;
+  return props.users.filter(
+    (u) =>
+      normalizeSearchText(u.fullName).includes(q) ||
+      normalizeSearchText(u.orgRoleName ?? '').includes(q),
+  );
+});
+
+function toggleMenu() {
+  if (props.disabled) return;
+  open.value = !open.value;
+  if (open.value) {
+    void nextTick(() => searchInput.value?.focus());
+  }
+}
+
+function close() {
+  open.value = false;
+}
+
+function setIds(next: string[]) {
+  emit('update:modelValue', next);
+  emit('change', next);
+}
+
+function toggle(userId: string) {
+  if (props.disabled) return;
+  const set = new Set(props.modelValue);
+  if (set.has(userId)) set.delete(userId);
+  else set.add(userId);
+  setIds([...set]);
+}
+
+function remove(userId: string) {
+  if (props.disabled) return;
+  if (!props.modelValue.includes(userId)) return;
+  setIds(props.modelValue.filter((id) => id !== userId));
+}
+
+watch(open, (isOpen) => {
+  if (!isOpen) query.value = '';
+});
+
+defineExpose({ close });
+</script>
+
+<template>
+  <div class="wrap" @click.stop>
+    <button
+      class="picker person-pick"
+      type="button"
+      :disabled="disabled"
+      @click="toggleMenu"
+    >
+      <div class="assignee-avatars">
+        <UserAvatar
+          v-for="user in selected.slice(0, 3)"
+          :key="user.id"
+          :name="user.fullName"
+          :user-id="user.id"
+          :has-avatar="user.hasAvatar"
+          :size="28"
+        />
+        <UserAvatar v-if="!selected.length" name="مسئول" :size="28" />
+      </div>
+      <span :class="{ ghost: !selected.length }">{{ label }}</span>
+      <UiIcon name="chevron" :size="16" />
+    </button>
+
+    <div v-if="selected.length" class="chips">
+      <span v-for="user in selected" :key="user.id" class="chip">
+        {{ user.fullName }}
+        <button
+          type="button"
+          class="chip-x"
+          :disabled="disabled"
+          :aria-label="`حذف ${user.fullName}`"
+          @click="remove(user.id)"
+        >
+          ×
+        </button>
+      </span>
+    </div>
+
+    <div v-if="open" class="menu person-menu multi-menu" @click.stop>
+      <label class="person-search">
+        <UiIcon name="search" :size="15" />
+        <input
+          ref="searchInput"
+          v-model="query"
+          type="search"
+          placeholder="جستجوی نام یا نقش…"
+          @keydown.esc="close"
+        />
+      </label>
+      <ul class="person-list">
+        <li v-for="user in filtered" :key="user.id">
+          <button
+            type="button"
+            class="multi-option"
+            :class="{ on: modelValue.includes(user.id) }"
+            @click="toggle(user.id)"
+          >
+            <span class="check" :class="{ on: modelValue.includes(user.id) }">
+              <UiIcon v-if="modelValue.includes(user.id)" name="check-plain" :size="12" />
+            </span>
+            <UserAvatar
+              :name="user.fullName"
+              :user-id="user.id"
+              :has-avatar="user.hasAvatar"
+              :size="28"
+            />
+            <span class="role-name">{{ user.fullName }}</span>
+            <small v-if="user.orgRoleName" class="role-count">{{ user.orgRoleName }}</small>
+          </button>
+        </li>
+        <li v-if="!filtered.length" class="menu-empty">موردی پیدا نشد.</li>
+      </ul>
+    </div>
+  </div>
+</template>
+
+<style scoped>
+.wrap {
+  position: relative;
+  width: 100%;
+  min-width: 12rem;
+}
+
+.picker {
+  width: 100%;
+  min-height: var(--control-h, 36px);
+  height: var(--control-h, 36px);
+  border: 1px solid #e2e8f0;
+  border-radius: var(--radius, 10px);
+  background: #fff;
+  display: flex;
+  align-items: center;
+  gap: 0.6rem;
+  padding: 0.4rem 0.7rem;
+  font: inherit;
+  text-align: start;
+  cursor: pointer;
+}
+
+.picker:disabled {
+  opacity: 0.65;
+  cursor: not-allowed;
+}
+
+.picker .ghost {
+  color: #94a3b8;
+  font-weight: 500;
+}
+
+.picker :deep(.ico:last-child) {
+  margin-inline-start: auto;
+  color: #94a3b8;
+  transform: rotate(90deg);
+}
+
+.assignee-avatars {
+  display: flex;
+  align-items: center;
+}
+
+.assignee-avatars :deep(.avatar),
+.assignee-avatars > * {
+  margin-inline-end: -0.35rem;
+  box-shadow: 0 0 0 2px #fff;
+}
+
+.chips {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.35rem;
+  margin-top: 0.4rem;
+}
+
+.chip {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.25rem;
+  max-width: 100%;
+  padding: 0.15rem 0.35rem 0.15rem 0.55rem;
+  border-radius: 999px;
+  background: #f0fdfa;
+  border: 1px solid #99f6e4;
+  color: #0f766e;
+  font-size: 0.78rem;
+  font-weight: 600;
+}
+
+.chip-x {
+  appearance: none;
+  border: 0;
+  background: transparent;
+  color: inherit;
+  cursor: pointer;
+  font: inherit;
+  line-height: 1;
+  padding: 0 0.2rem;
+  border-radius: 999px;
+}
+
+.chip-x:hover:not(:disabled) {
+  background: #ccfbf1;
+}
+
+.chip-x:disabled {
+  opacity: 0.5;
+  cursor: not-allowed;
+}
+
+.menu {
+  position: absolute;
+  inset-inline: 0;
+  top: calc(100% + 0.25rem);
+  z-index: 40;
+  margin: 0;
+  background: #fff;
+  border-radius: var(--radius, 10px);
+  box-shadow: 0 16px 40px rgba(15, 23, 42, 0.14);
+}
+
+.person-menu {
+  max-height: none;
+  overflow: visible;
+  display: grid;
+  gap: 0.35rem;
+  padding: 0.45rem;
+  border: 1px solid #e2e8f0;
+}
+
+.person-search {
+  display: flex;
+  align-items: center;
+  gap: 0.45rem;
+  height: 2.4rem;
+  padding: 0 0.7rem;
+  border: 1px solid #e2e8f0;
+  border-radius: var(--radius, 10px);
+  color: #94a3b8;
+}
+
+.person-search:focus-within {
+  border-color: #5eead4;
+}
+
+.person-search input {
+  flex: 1;
+  min-width: 0;
+  border: 0;
+  outline: none;
+  background: transparent;
+  font: inherit;
+  font-size: 0.88rem;
+  color: #0f172a;
+}
+
+.person-list {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  max-height: 15rem;
+  overflow-y: auto;
+}
+
+.multi-menu .multi-option {
+  display: flex;
+  align-items: center;
+  gap: 0.55rem;
+  width: 100%;
+  border: 0;
+  background: none;
+  padding: 0.55rem 0.5rem;
+  border-radius: var(--radius, 10px);
+  font: inherit;
+  text-align: start;
+  cursor: pointer;
+}
+
+.multi-menu .multi-option:hover {
+  background: #f8fafc;
+}
+
+.multi-menu .multi-option.on {
+  background: #f0fdfa;
+}
+
+.multi-menu .check {
+  width: 18px;
+  height: 18px;
+  border: 1.5px solid #cbd5e1;
+  border-radius: 5px;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  flex-shrink: 0;
+  color: #fff;
+}
+
+.multi-menu .check.on {
+  background: #14b8a6;
+  border-color: #14b8a6;
+}
+
+.multi-menu .role-name {
+  min-width: 0;
+}
+
+.multi-menu .role-count {
+  margin-inline-start: auto;
+  color: #94a3b8;
+  font-size: 0.72rem;
+}
+
+.menu-empty {
+  padding: 0.6rem;
+  color: #94a3b8;
+  font-size: 0.82rem;
+}
+</style>

apps/web/src/components/PhoneContactsImport.vue

@@ -18,7 +18,7 @@ import {
   Upload as AUpload,
 } from 'ant-design-vue';
 import type { UploadProps } from 'ant-design-vue';
-import { PhoneOutlined, SearchOutlined, UserAddOutlined } from '@/icons/ant-bridge';
+import { PhoneOutlined, SearchOutlined, UserAddOutlined } from '@ant-design/icons-vue';
 import {
   filterPhoneContacts,
   isContactPickerSupported,

apps/web/src/components/QuickCreate.vue

@@ -185,13 +185,6 @@ const fabStyle = computed(() => ({
   bottom: 'auto',
 }));
 
-const panelPlacement = computed(() => {
-  const edge = 16;
-  const spaceAbove = fabPos.value.top - edge;
-  const spaceBelow = viewport.value.h - (fabPos.value.top + FAB_SIZE) - edge;
-  return spaceAbove >= spaceBelow ? 'above' : 'below';
-});
-
 const panelStyle = computed(() => {
   const gap = 12;
   const edge = 16;
@@ -200,33 +193,28 @@ const panelStyle = computed(() => {
   left = Math.min(left, viewport.value.w - width - edge);
   left = Math.max(edge, left);
 
-  const placeAbove = panelPlacement.value === 'above';
+  const spaceAbove = fabPos.value.top - edge;
-  const maxHeight = Math.max(
+  const spaceBelow = viewport.value.h - (fabPos.value.top + FAB_SIZE) - edge;
-    0,
+  const placeAbove = spaceAbove >= spaceBelow;
-    (placeAbove
+  const maxHeight = Math.max(0, (placeAbove ? spaceAbove : spaceBelow) - gap);
-      ? fabPos.value.top - edge
-      : viewport.value.h - (fabPos.value.top + FAB_SIZE) - edge) - gap,
-  );
-
-  const shared = {
-    left: `${left}px`,
-    right: 'auto',
-    width: `${width}px`,
-    maxHeight: `${maxHeight}px`,
-    transformOrigin: placeAbove ? 'bottom left' : 'top left',
-  };
 
   if (placeAbove) {
     return {
-      ...shared,
+      left: `${left}px`,
+      right: 'auto',
       bottom: `${viewport.value.h - fabPos.value.top + gap}px`,
       top: 'auto',
+      width: `${width}px`,
+      maxHeight: `${maxHeight}px`,
     };
   }
   return {
-    ...shared,
+    left: `${left}px`,
+    right: 'auto',
     top: `${fabPos.value.top + FAB_SIZE + gap}px`,
     bottom: 'auto',
+    width: `${width}px`,
+    maxHeight: `${maxHeight}px`,
   };
 });
 
@@ -250,6 +238,10 @@ function onKeydown(ev: KeyboardEvent) {
   }
 }
 
+watch(isQuickCreateOpen, (value) => {
+  document.body.style.overflow = value ? 'hidden' : '';
+});
+
 watch(hidden, (value) => {
   if (value) close();
 });
@@ -272,13 +264,13 @@ onMounted(() => {
 onBeforeUnmount(() => {
   window.removeEventListener('resize', onResize);
   window.removeEventListener('keydown', onKeydown);
+  document.body.style.overflow = '';
 });
 </script>
 
 <template>
   <Teleport to="body">
     <div v-if="!hidden" class="qc" dir="rtl">
-      <Transition name="qc-overlay">
       <button
         v-if="isQuickCreateOpen"
         class="overlay"
@@ -286,24 +278,20 @@ onBeforeUnmount(() => {
         aria-label="بستن ایجاد سریع"
         @click="close"
       />
-      </Transition>
 
-      <Transition name="qc-panel">
       <section
         v-if="isQuickCreateOpen"
         class="panel"
-          :data-place="panelPlacement"
         aria-labelledby="qc-title"
         :style="panelStyle"
       >
         <h2 id="qc-title">ایجاد سریع</h2>
         <div class="items">
           <button
-              v-for="(item, index) in items"
+            v-for="item in items"
             :key="item.key"
             class="item"
             type="button"
-              :style="{ '--qc-i': index }"
             @click="go(item.to)"
           >
             <span class="item-ico" :class="item.tone">
@@ -316,7 +304,6 @@ onBeforeUnmount(() => {
           </button>
         </div>
       </section>
-      </Transition>
 
       <button
         v-if="ready"
@@ -332,8 +319,6 @@ onBeforeUnmount(() => {
         @pointerup="onFabPointerUp"
         @pointercancel="onFabPointerUp"
       >
-        <span class="fab-pulse" aria-hidden="true" />
-        <span class="fab-shine" aria-hidden="true" />
         <span class="fab-face" aria-hidden="true">
           <UiIcon :name="isQuickCreateOpen ? 'x' : 'apps-plus'" :size="20" />
         </span>
@@ -353,12 +338,11 @@ onBeforeUnmount(() => {
   z-index: 90;
   border: 0;
   padding: 0;
-  background: rgba(15, 23, 42, 0.42);
+  background: rgba(0, 0, 0, 0.68);
   cursor: pointer;
 }
 
 .panel {
-  --qc-ease: cubic-bezier(0.22, 1, 0.36, 1);
   position: fixed;
   z-index: 92;
   width: 300px;
@@ -368,90 +352,10 @@ onBeforeUnmount(() => {
   flex-direction: column;
   background: #fff;
   border: 1px solid var(--line);
-  border-radius: 14px;
+  border-radius: var(--radius);
   padding: 12px 12px 10px;
-  box-shadow:
+  box-shadow: var(--shadow-lg);
-    0 18px 40px -18px rgba(15, 23, 42, 0.35),
-    0 8px 18px -10px rgba(13, 148, 136, 0.18),
-    0 0 0 1px rgba(255, 255, 255, 0.65) inset;
   overflow: hidden;
-  will-change: transform, opacity;
-}
-
-.qc-overlay-enter-active,
-.qc-overlay-leave-active {
-  transition: opacity 0.16s ease;
-}
-
-.qc-overlay-enter-from,
-.qc-overlay-leave-to {
-  opacity: 0;
-}
-
-.qc-panel-enter-active {
-  transition:
-    opacity 0.18s var(--qc-ease),
-    transform 0.2s var(--qc-ease);
-}
-
-.qc-panel-leave-active {
-  transition:
-    opacity 0.14s ease,
-    transform 0.16s ease;
-}
-
-.qc-panel-enter-from {
-  opacity: 0;
-  transform: translateY(8px) scale(0.97);
-}
-
-.panel[data-place='above'].qc-panel-enter-from {
-  transform: translateY(-8px) scale(0.97);
-}
-
-.qc-panel-leave-to {
-  opacity: 0;
-  transform: translateY(4px) scale(0.98);
-}
-
-.panel[data-place='above'].qc-panel-leave-to {
-  transform: translateY(-4px) scale(0.98);
-}
-
-.qc-panel-enter-active .items {
-  overflow: hidden;
-}
-
-.qc-panel-enter-active .item {
-  animation: qc-item-in 0.2s var(--qc-ease) both;
-  animation-delay: calc(0.02s + var(--qc-i, 0) * 0.02s);
-}
-
-.qc-panel-enter-active h2 {
-  animation: qc-item-in 0.16s var(--qc-ease) both;
-}
-
-@keyframes qc-item-in {
-  from {
-    opacity: 0;
-    transform: translateY(6px);
-  }
-  to {
-    opacity: 1;
-    transform: translateY(0);
-  }
-}
-
-@media (prefers-reduced-motion: reduce) {
-  .qc-overlay-enter-active,
-  .qc-overlay-leave-active,
-  .qc-panel-enter-active,
-  .qc-panel-leave-active,
-  .qc-panel-enter-active .item,
-  .qc-panel-enter-active h2 {
-    transition: none !important;
-    animation: none !important;
-  }
 }
 
 .panel h2 {
@@ -465,20 +369,12 @@ onBeforeUnmount(() => {
 
 .items {
   min-height: 0;
-  overflow-x: hidden;
   overflow-y: auto;
   display: flex;
   flex-direction: column;
   gap: 6px;
   padding-left: 2px;
   overscroll-behavior: contain;
-  scrollbar-width: none;
-}
-
-.items::-webkit-scrollbar {
-  display: none;
-  width: 0;
-  height: 0;
 }
 
 .item {
@@ -554,7 +450,6 @@ onBeforeUnmount(() => {
 }
 
 .fab {
-  --fab-ease: cubic-bezier(0.22, 1, 0.36, 1);
   position: fixed;
   z-index: 93;
   box-sizing: border-box;
@@ -564,226 +459,57 @@ onBeforeUnmount(() => {
   margin: 0;
   border: 0;
   border-radius: var(--radius);
-  overflow: visible;
+  overflow: hidden;
-  background: linear-gradient(145deg, #0f766e 0%, #14b8a6 55%, #2dd4bf 100%);
+  background: linear-gradient(145deg, #0f766e 0%, #14b8a6 100%);
-  background-size: 140% 140%;
   color: #fff;
   display: grid;
   place-items: center;
   line-height: 0;
   direction: ltr;
-  isolation: isolate;
   box-shadow:
     0 4px 14px rgba(13, 148, 136, 0.35),
-    0 0 0 0 rgba(45, 212, 191, 0.28),
+    inset 0 1px 0 rgba(255, 255, 255, 0.22);
-    inset 0 1px 0 rgba(255, 255, 255, 0.28);
   cursor: grab;
   touch-action: none;
   user-select: none;
   transition:
-    filter 0.35s var(--fab-ease),
+    filter 0.15s ease,
-    box-shadow 0.35s var(--fab-ease),
+    box-shadow 0.15s ease,
-    transform 0.35s var(--fab-ease),
+    transform 0.12s ease;
-    background 0.4s var(--fab-ease);
-  animation:
-    fab-glow 3.4s ease-in-out infinite,
-    fab-gradient 7s ease-in-out infinite;
-}
-
-.fab-pulse,
-.fab-shine,
-.fab-face {
-  grid-area: 1 / 1;
-}
-
-.fab-pulse {
-  position: absolute;
-  inset: 0;
-  border-radius: inherit;
-  pointer-events: none;
-  z-index: 0;
-  box-shadow: 0 0 0 0 rgba(45, 212, 191, 0.42);
-  animation: fab-ring 2.8s var(--fab-ease) infinite;
-}
-
-.fab-shine {
-  position: absolute;
-  inset: 0;
-  border-radius: inherit;
-  overflow: hidden;
-  pointer-events: none;
-  z-index: 1;
-}
-
-.fab-shine::after {
-  content: '';
-  position: absolute;
-  top: -20%;
-  bottom: -20%;
-  left: -40%;
-  width: 42%;
-  background: linear-gradient(
-    105deg,
-    transparent 0%,
-    rgba(255, 255, 255, 0.08) 35%,
-    rgba(255, 255, 255, 0.42) 50%,
-    rgba(255, 255, 255, 0.08) 65%,
-    transparent 100%
-  );
-  transform: translateX(-160%) skewX(-18deg);
-  animation: fab-sheen 4.8s var(--fab-ease) infinite;
 }
 
 .fab-face {
-  position: relative;
-  z-index: 2;
   display: grid;
   place-items: center;
-  place-content: center;
   width: 100%;
   height: 100%;
-  margin: 0;
-  padding: 0;
   pointer-events: none;
-  transition: transform 0.45s var(--fab-ease);
-  animation: fab-breathe 3.4s ease-in-out infinite;
 }
 
-.fab :deep(.ico),
+.fab :deep(.ico) {
-.fab :deep(svg) {
   display: block;
   width: 20px;
   height: 20px;
   max-width: 20px;
   max-height: 20px;
-  margin: 0;
   stroke-width: 1.7;
-  filter: drop-shadow(0 1px 1px rgba(15, 23, 42, 0.18));
-  transition: transform 0.45s var(--fab-ease), opacity 0.25s ease;
 }
 
 .fab:hover {
-  filter: brightness(1.07) saturate(1.05);
+  filter: brightness(1.06);
-  transform: translateY(-1px) scale(1.04);
   box-shadow:
-    0 10px 24px rgba(13, 148, 136, 0.42),
+    0 6px 18px rgba(13, 148, 136, 0.42),
-    0 0 0 5px rgba(45, 212, 191, 0.12),
+    inset 0 1px 0 rgba(255, 255, 255, 0.25);
-    inset 0 1px 0 rgba(255, 255, 255, 0.32);
-}
-
-.fab:hover .fab-face {
-  animation-play-state: paused;
-  transform: scale(1.06);
 }
 
 .fab.open {
   background: linear-gradient(145deg, #115e59 0%, #0d9488 100%);
-  box-shadow:
+  box-shadow: 0 6px 20px rgba(15, 23, 42, 0.25);
-    0 8px 22px rgba(15, 23, 42, 0.28),
-    inset 0 1px 0 rgba(255, 255, 255, 0.18);
-  animation: none;
-}
-
-.fab.open .fab-pulse,
-.fab.open .fab-shine::after {
-  animation: none;
-  opacity: 0;
-}
-
-.fab.open .fab-face {
-  animation: none;
-  transform: rotate(90deg) scale(1.02);
 }
 
 .fab.dragging {
   cursor: grabbing;
-  transform: scale(1.08);
-  box-shadow:
-    0 12px 28px rgba(13, 148, 136, 0.48),
-    0 0 0 6px rgba(45, 212, 191, 0.14),
-    inset 0 1px 0 rgba(255, 255, 255, 0.3);
-  animation: none;
-  transition-duration: 0.12s;
-}
-
-.fab.dragging .fab-pulse,
-.fab.dragging .fab-shine::after,
-.fab.dragging .fab-face {
-  animation: none;
-}
-
-@keyframes fab-glow {
-  0%,
-  100% {
-    box-shadow:
-      0 4px 14px rgba(13, 148, 136, 0.32),
-      0 0 0 0 rgba(45, 212, 191, 0.22),
-      inset 0 1px 0 rgba(255, 255, 255, 0.24);
-  }
-  50% {
-    box-shadow:
-      0 8px 22px rgba(13, 148, 136, 0.48),
-      0 0 18px 2px rgba(45, 212, 191, 0.2),
-      inset 0 1px 0 rgba(255, 255, 255, 0.34);
-  }
-}
-
-@keyframes fab-gradient {
-  0%,
-  100% {
-    background-position: 0% 40%;
-  }
-  50% {
-    background-position: 100% 60%;
-  }
-}
-
-@keyframes fab-ring {
-  0% {
-    box-shadow: 0 0 0 0 rgba(45, 212, 191, 0.4);
-    opacity: 1;
-  }
-  70% {
-    box-shadow: 0 0 0 12px rgba(45, 212, 191, 0);
-    opacity: 0;
-  }
-  100% {
-    opacity: 0;
-  }
-}
-
-@keyframes fab-sheen {
-  0%,
-  55% {
-    transform: translateX(-160%) skewX(-18deg);
-  }
-  85%,
-  100% {
-    transform: translateX(320%) skewX(-18deg);
-  }
-}
-
-@keyframes fab-breathe {
-  0%,
-  100% {
-    transform: scale(1);
-  }
-  50% {
   transform: scale(1.05);
-  }
+  box-shadow: 0 8px 24px rgba(13, 148, 136, 0.45);
-}
-
-@media (prefers-reduced-motion: reduce) {
-  .fab,
-  .fab-pulse,
-  .fab-shine::after,
-  .fab-face {
-    animation: none !important;
-  }
-
-  .fab:hover,
-  .fab.open .fab-face {
-    transform: none;
-  }
 }
 </style>

apps/web/src/components/RoleDetailPanel.vue

@@ -1,144 +0,0 @@
-<script setup lang="ts">
-import { computed, ref, watch } from 'vue';
-import { toFaDigits } from '@/lib/jalali';
-import type { OrgRoleDto, RolePermissionKey } from '@mento/shared';
-import {
-  Avatar as AAvatar,
-  Descriptions as ADescriptions,
-  DescriptionsItem as ADescriptionsItem,
-  Empty as AEmpty,
-  Flex as AFlex,
-  List as AList,
-  ListItem as AListItem,
-  ListItemMeta as AListItemMeta,
-  Space as ASpace,
-  TabPane as ATabPane,
-  Tabs as ATabs,
-  Tag as ATag,
-  Typography,
-} from 'ant-design-vue';
-import { UserOutlined } from '@/icons/ant-bridge';
-
-const { Text: ATypographyText, Link: ATypographyLink } = Typography;
-const emptySimple = AEmpty.PRESENTED_IMAGE_SIMPLE;
-
-const props = defineProps<{
-  role: OrgRoleDto;
-  childRoles: OrgRoleDto[];
-  permissionItems: Array<{ key: RolePermissionKey; label: string }>;
-  avatarOf: (id: string) => string;
-  tagColor: (color: string | null | undefined) => string;
-}>();
-
-const emit = defineEmits<{
-  'pick-role': [id: string];
-}>();
-
-const innerTab = ref('summary');
-
-watch(
-  () => props.role.id,
-  () => {
-    innerTab.value = 'summary';
-  },
-);
-
-const grantedPermissions = computed(() =>
-  props.permissionItems.filter((item) => props.role.permissions.includes(item.key)),
-);
-
-const permSummary = computed(
-  () =>
-    `${toFaDigits(grantedPermissions.value.length)} از ${toFaDigits(props.permissionItems.length)}`,
-);
-</script>
-
-<template>
-  <a-flex vertical :gap="16">
-    <a-space direction="vertical" :size="4">
-      <a-space wrap>
-        <a-tag v-if="role.systemKey" :bordered="false">سیستمی</a-tag>
-        <a-typography-text v-if="role.parentName" type="secondary">
-          زیرمجموعهٔ
-          <a-typography-link @click="emit('pick-role', role.parentId!)">
-            {{ role.parentName }}
-          </a-typography-link>
-        </a-typography-text>
-      </a-space>
-      <a-typography-text v-if="role.description" type="secondary">
-        {{ role.description }}
-      </a-typography-text>
-    </a-space>
-
-    <a-tabs v-model:activeKey="innerTab">
-      <a-tab-pane key="summary" tab="خلاصه">
-        <a-flex vertical :gap="16">
-          <a-descriptions :column="1" bordered>
-            <a-descriptions-item label="کاربران">
-              {{ toFaDigits(role.userCount) }} نفر
-            </a-descriptions-item>
-            <a-descriptions-item label="مجوزها">
-              {{ permSummary }}
-            </a-descriptions-item>
-            <a-descriptions-item label="زیرنقش‌ها">
-              {{ toFaDigits(childRoles.length) }} مورد
-            </a-descriptions-item>
-          </a-descriptions>
-
-          <a-flex vertical :gap="8">
-            <a-typography-text strong>زیرنقش‌ها</a-typography-text>
-            <a-space v-if="childRoles.length" wrap>
-              <a-tag
-                v-for="child in childRoles"
-                :key="child.id"
-                :color="tagColor(child.color)"
-                :bordered="false"
-                style="cursor: pointer"
-                @click="emit('pick-role', child.id)"
-              >
-                {{ child.name }} · {{ toFaDigits(child.userCount) }}
-              </a-tag>
-            </a-space>
-            <a-empty v-else description="زیرنقشی تعریف نشده" :image="emptySimple" />
-          </a-flex>
-        </a-flex>
-      </a-tab-pane>
-
-      <a-tab-pane key="perms" :tab="`مجوزها (${permSummary})`">
-        <a-flex vertical :gap="12">
-          <a-typography-text type="secondary">
-            فقط مجوزهای فعال نمایش داده می‌شود. برای تغییر، ویرایش نقش را بزنید.
-          </a-typography-text>
-          <a-space v-if="grantedPermissions.length" wrap>
-            <a-tag
-              v-for="perm in grantedPermissions"
-              :key="perm.key"
-              color="success"
-              :bordered="false"
-            >
-              {{ perm.label }}
-            </a-tag>
-          </a-space>
-          <a-empty v-else description="هیچ مجوزی فعال نیست" :image="emptySimple" />
-        </a-flex>
-      </a-tab-pane>
-
-      <a-tab-pane key="members" :tab="`کاربران (${toFaDigits(role.userCount)})`">
-        <a-list v-if="role.members.length" :data-source="role.members">
-          <template #renderItem="{ item }">
-            <a-list-item>
-              <a-list-item-meta :title="item.fullName">
-                <template #avatar>
-                  <a-avatar :src="avatarOf(item.id)">
-                    <template #icon><UserOutlined /></template>
-                  </a-avatar>
-                </template>
-              </a-list-item-meta>
-            </a-list-item>
-          </template>
-        </a-list>
-        <a-empty v-else description="کاربری با این نقش نیست" :image="emptySimple" />
-      </a-tab-pane>
-    </a-tabs>
-  </a-flex>
-</template>

apps/web/src/components/SavedFiltersBar.vue

@@ -1,6 +1,6 @@
 <script setup lang="ts">
 import { computed, onMounted, ref, watch } from 'vue';
-import { DeleteOutlined, FlagOutlined } from '@/icons/ant-bridge';
+import { DeleteOutlined, FlagOutlined } from '@ant-design/icons-vue';
 import {
   Button as AButton,
   Checkbox as ACheckbox,

apps/web/src/components/SmsComposeModal.vue

@@ -122,17 +122,27 @@ function apiMessage(e: unknown, fallback: string) {
   return fallback;
 }
 
-async function send() {
+async function send(force = false) {
   if (!props.endpoint || busy.value || done.value) return;
   busy.value = true;
   error.value = '';
   try {
-    await api.post(props.endpoint, { text: text.value });
+    await api.post(props.endpoint, { text: text.value, ...(force ? { force: true } : {}) });
     done.value = 'پیامک ارسال شد.';
     emit('sent');
     void loadHistory();
   } catch (e) {
+    if (axios.isAxiosError(e) && e.response?.status === 409) {
+      const msg = apiMessage(e, 'قبلاً پیامک تبریک فرستاده شده است. دوباره بفرستیم؟');
+      if (confirm(msg)) {
+        busy.value = false;
+        await send(true);
+        return;
+      }
+      error.value = msg;
+    } else {
       error.value = apiMessage(e, 'ارسال پیامک ناموفق بود.');
+    }
   } finally {
     busy.value = false;
   }

apps/web/src/components/SmsHeaderWallet.vue

@@ -118,17 +118,12 @@ defineExpose({ refresh: load });
   <div v-if="visible" class="sms-wallet">
     <div
       class="chip"
-      :class="[toneClass, (summary?.balanceRials ?? 0) < 0 ? 'is-debt' : '']"
+      :class="toneClass"
-      role="button"
-      tabindex="0"
       :title="loading ? '…' : `اعتبار پیامک: ${balanceLabel} ریال`"
-      aria-label="شارژ اعتبار پیامک"
-      @click="chargeOpen = true"
-      @keydown.enter.prevent="chargeOpen = true"
-      @keydown.space.prevent="chargeOpen = true"
     >
       <span class="label">پیامک</span>
       <span class="amount">{{ balanceLabel }}</span>
+      <button type="button" class="charge" @click="chargeOpen = true">شارژ</button>
     </div>
 
     <Teleport to="body">
@@ -205,15 +200,15 @@ defineExpose({ refresh: load });
   flex-shrink: 0;
 }
 
-/* چیپ جمع‌وجور؛ کلیک کل سطح، پنجرهٔ شارژ را باز می‌کند */
+/* چیپ جمع‌وجور؛ دکمه شارژ سمت چپ، برچسب سمت راست */
 .chip {
   display: inline-flex;
   align-items: center;
   gap: 4px;
-  height: var(--control-h);
+  height: 31px;
   box-sizing: border-box;
   margin: 0;
-  padding: 0 8px;
+  padding: 0 4px 0 2px;
   border: 1px solid #c3ead6;
   border-radius: 10px;
   background: #f2fbf6;
@@ -222,7 +217,6 @@ defineExpose({ refresh: load });
   line-height: 1;
   white-space: nowrap;
   box-shadow: 0 1px 2px rgba(15, 23, 42, 0.04);
-  cursor: pointer;
 }
 
 .chip.warning {
@@ -238,17 +232,6 @@ defineExpose({ refresh: load });
   color: #991b1b;
 }
 
-.chip.is-debt {
-  border-color: var(--danger);
-  background: var(--danger);
-  color: #fff;
-}
-
-.chip.is-debt .label {
-  color: inherit;
-  opacity: 0.92;
-}
-
 .label {
   font-weight: 600;
   font-size: 0.7rem;
@@ -256,11 +239,43 @@ defineExpose({ refresh: load });
 }
 
 .amount {
-  font-weight: 700;
+  font-weight: 800;
-  font-variant-numeric: tabular-nums;
   letter-spacing: -0.01em;
 }
 
+.charge {
+  appearance: none;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  height: 23px;
+  margin: 0;
+  padding: 0 6px;
+  border: 1px solid #e2e8f0;
+  border-radius: 7px;
+  background: #fff;
+  color: #334155;
+  font: inherit;
+  font-size: 0.7rem;
+  font-weight: 700;
+  line-height: 1;
+  cursor: pointer;
+  transition:
+    background 0.15s ease,
+    border-color 0.15s ease,
+    color 0.15s ease;
+}
+
+.charge:hover {
+  background: #f8fafc;
+  border-color: #cbd5e1;
+  color: #0f172a;
+}
+
+.charge:active {
+  background: #f1f5f9;
+}
+
 .layer {
   position: fixed;
   inset: 0;
@@ -270,7 +285,6 @@ defineExpose({ refresh: load });
   justify-content: center;
   padding: 1rem;
   overflow: auto;
-  box-sizing: border-box;
 }
 
 .backdrop {
@@ -291,7 +305,6 @@ defineExpose({ refresh: load });
   display: grid;
   gap: 0.75rem;
   box-shadow: 0 20px 50px rgba(15, 23, 42, 0.18);
-  box-sizing: border-box;
 }
 
 .modal header {

apps/web/src/components/StagePathStrip.vue

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

apps/web/src/components/TableColumnsMenu.vue

@@ -7,7 +7,7 @@ import {
   Popover as APopover,
   Typography,
 } from 'ant-design-vue';
-import { SettingOutlined } from '@/icons/ant-bridge';
+import { SettingOutlined } from '@ant-design/icons-vue';
 import { useTableColumns } from '@/lib/tableColumns';
 import { toFaDigits } from '@/lib/jalali';
 
@@ -18,8 +18,10 @@ const props = withDefaults(
     tableKey: string;
     label?: string;
     align?: 'start' | 'end';
+    /** فقط آیکون تنظیمات (بدون متن «ستون‌ها») */
+    iconOnly?: boolean;
   }>(),
-  { label: 'ستون‌ها', align: 'start' },
+  { label: 'ستون‌ها', align: 'start', iconOnly: false },
 );
 
 const open = ref(false);
@@ -60,12 +62,19 @@ const placement = computed(() =>
         </a-button>
       </a-flex>
     </template>
-    <a-button :type="hiddenCount > 0 ? 'primary' : 'default'" :ghost="hiddenCount > 0">
+    <a-button
+      :type="hiddenCount > 0 ? 'primary' : 'default'"
+      :ghost="hiddenCount > 0"
+      :title="iconOnly ? (hiddenCount ? `${label} · ${toFaDigits(hiddenCount)} مخفی` : label) : undefined"
+      :aria-label="label"
+    >
       <template #icon><SettingOutlined /></template>
+      <template v-if="!iconOnly">
         {{ label }}
         <template v-if="hiddenCount">
           · {{ toFaDigits(hiddenCount) }} مخفی
         </template>
+      </template>
     </a-button>
   </a-popover>
 </template>

apps/web/src/components/TeamsSettingsPanel.vue

@@ -19,36 +19,10 @@ import {
   emptySectionDataAccess,
   sectionHasDataAccessLimits,
 } from '@mento/shared';
+import { UiButton, UiEmptyState, UiField, UiInput } from '@/components/ui';
 import DataAccessPolicyPanel from '@/components/DataAccessPolicyPanel.vue';
 import { formatLocalDateInput, parseLocalInput, toFaDigits } from '@/lib/jalali';
-import {
+import { matchesSearch } from '@/lib/search';
-  Alert as AAlert,
-  Button as AButton,
-  Card as ACard,
-  Checkbox as ACheckbox,
-  Col as ACol,
-  Collapse as ACollapse,
-  CollapsePanel as ACollapsePanel,
-  Divider as ADivider,
-  Empty as AEmpty,
-  Flex as AFlex,
-  Form as AForm,
-  FormItem as AFormItem,
-  Input as AInput,
-  List as AList,
-  ListItem as AListItem,
-  ListItemMeta as AListItemMeta,
-  Radio as ARadio,
-  RadioGroup as ARadioGroup,
-  Row as ARow,
-  Select as ASelect,
-  Space as ASpace,
-  Tag as ATag,
-  Typography,
-} from 'ant-design-vue';
-import { CrmSkeleton, CrmSkeletonCard } from '@/components/skeleton';
-
-const { Text: ATypographyText } = Typography;
 
 const props = defineProps<{
   users: OrgUserDto[];
@@ -64,7 +38,7 @@ const showPriorArchive = computed(
 const priorUsers = computed(() => props.users.filter((u) => u.isActive !== false));
 const selectedPriorUsers = computed(() => priorUsers.value.filter((u) => u.priorArchiveEnabled));
 const priorSearch = ref('');
-const priorPick = ref<string | undefined>(undefined);
+const priorPick = ref('');
 const priorSavingId = ref('');
 const cutoffLocal = ref('');
 const cutoffSaving = ref(false);
@@ -75,16 +49,10 @@ const availablePriorUsers = computed(() => {
   return priorUsers.value.filter((u) => {
     if (u.priorArchiveEnabled) return false;
     if (!q) return true;
-    return [u.fullName, u.email, u.mobile]
+    return [u.fullName, u.email, u.mobile].filter(Boolean).some((v) => String(v).toLowerCase().includes(q));
-      .filter(Boolean)
-      .some((v) => String(v).toLowerCase().includes(q));
   });
 });
 
-const availablePriorOptions = computed(() =>
-  availablePriorUsers.value.map((u) => ({ value: u.id, label: u.fullName })),
-);
-
 const emit = defineEmits<{
   refreshUsers: [];
 }>();
@@ -107,14 +75,32 @@ const editableUsers = computed(() =>
   props.users.filter((u) => u.isActive !== false && u.role !== 'owner' && u.role !== 'admin'),
 );
 
-const memberRoleOptions = [
+const teamsQuery = ref('');
-  { value: 'member', label: 'عضو' },
+const accessQuery = ref('');
-  { value: 'manager', label: 'سرپرست' },
+
-];
+const filteredTeams = computed(() => {
+  const q = teamsQuery.value.trim();
+  if (!q) return teams.value;
+  return teams.value.filter((team) =>
+    matchesSearch(q, [
+      team.name,
+      team.description,
+      ...team.members.map((m) => m.fullName),
+    ]),
+  );
+});
+
+const filteredAccessUsers = computed(() => {
+  const q = accessQuery.value.trim();
+  if (!q) return editableUsers.value;
+  return editableUsers.value.filter((u) =>
+    matchesSearch(q, [u.fullName, u.mobile, u.email, u.orgRoleName, accessSummary(u)]),
+  );
+});
 
 async function setPriorArchive(userId: string, enabled: boolean) {
   priorSavingId.value = userId;
-  priorPick.value = undefined;
+  priorPick.value = '';
   error.value = '';
   ok.value = '';
   try {
@@ -152,10 +138,7 @@ async function loadPriorArchiveCutoff() {
     applyCutoffFromOrg(data);
   } catch (e) {
     error.value = axios.isAxiosError(e)
-      ? String(
+      ? String((e.response?.data as { message?: string })?.message ?? 'بارگذاری تاریخ بایگانی ناموفق بود.')
-          (e.response?.data as { message?: string })?.message ??
-            'بارگذاری تاریخ بایگانی ناموفق بود.',
-        )
       : 'بارگذاری تاریخ بایگانی ناموفق بود.';
   } finally {
     cutoffLoading.value = false;
@@ -177,10 +160,7 @@ async function onCutoffChange(value: string) {
     await auth.hydrate();
   } catch (e) {
     error.value = axios.isAxiosError(e)
-      ? String(
+      ? String((e.response?.data as { message?: string })?.message ?? 'ذخیره تاریخ بایگانی ناموفق بود.')
-          (e.response?.data as { message?: string })?.message ??
-            'ذخیره تاریخ بایگانی ناموفق بود.',
-        )
       : 'ذخیره تاریخ بایگانی ناموفق بود.';
     await loadPriorArchiveCutoff();
   } finally {
@@ -188,10 +168,9 @@ async function onCutoffChange(value: string) {
   }
 }
 
-function pickPriorUser(userId: unknown) {
+function pickPriorUser(userId: string) {
-  const id = userId == null ? '' : String(userId);
+  if (!userId) return;
-  if (!id) return;
+  void setPriorArchive(userId, true);
-  void setPriorArchive(id, true);
 }
 
 async function load() {
@@ -288,19 +267,9 @@ function toggleMember(userId: string) {
   }
 }
 
-function setRole(userId: string, role: unknown) {
+function setRole(userId: string, role: TeamMemberRole) {
   if (!memberDraft.value[userId]) return;
-  memberDraft.value = {
+  memberDraft.value = { ...memberDraft.value, [userId]: role };
-    ...memberDraft.value,
-    [userId]: String(role) as TeamMemberRole,
-  };
-}
-
-function teamMembersLabel(team: TeamDto) {
-  if (!team.members.length) return 'بدون عضو';
-  return team.members
-    .map((m) => `${m.fullName}${m.role === 'manager' ? ' (سرپرست)' : ''}`)
-    .join('، ');
 }
 
 async function saveMembers() {
@@ -420,129 +389,109 @@ onMounted(() => {
 </script>
 
 <template>
-  <a-flex vertical :gap="12">
+  <div class="teams-panel">
-    <a-alert v-if="error" type="error" show-icon :message="error" closable @close="error = ''" />
+    <p v-if="error" class="error">{{ error }}</p>
-    <a-alert v-if="ok" type="success" show-icon :message="ok" closable @close="ok = ''" />
+    <p v-if="ok" class="ok">{{ ok }}</p>
 
-    <a-card :bordered="false">
+    <section v-if="canEdit" class="card">
-      <a-form v-if="canEdit" layout="vertical" @finish="createTeam">
+      <h3>تیم جدید</h3>
-        <a-divider orientation="right">تیم جدید</a-divider>
+      <div class="row">
-        <a-row :gutter="[16, 0]" align="bottom">
+        <UiField label="نام تیم">
-          <a-col :xs="24" :md="8">
+          <UiInput v-model="newName" placeholder="مثلاً فروش تهران" />
-            <a-form-item label="نام تیم">
+        </UiField>
-              <a-input v-model:value="newName" placeholder="مثلاً فروش تهران" style="width: 100%" />
+        <UiField label="توضیح">
-            </a-form-item>
+          <UiInput v-model="newDesc" placeholder="اختیاری" />
-          </a-col>
+        </UiField>
-          <a-col :xs="24" :md="10">
+        <UiButton :loading="saving" @click="createTeam">افزودن</UiButton>
-            <a-form-item label="توضیح">
+      </div>
-              <a-input v-model:value="newDesc" placeholder="اختیاری" style="width: 100%" />
+    </section>
-            </a-form-item>
-          </a-col>
-          <a-col :xs="24" :md="6">
-            <a-form-item label=" ">
-              <a-button type="primary" html-type="submit" :loading="saving" block>افزودن</a-button>
-            </a-form-item>
-          </a-col>
-        </a-row>
-      </a-form>
 
-      <a-divider orientation="right">تیم‌ها</a-divider>
+    <section class="card">
-      <CrmSkeleton :loading="loading">
+      <header class="card-head">
-      <CrmSkeletonCard :rows="6">
+        <h3>تیم‌ها</h3>
-        <a-empty
+        <UiInput
-          v-if="!loading && !teams.length"
+          v-if="teams.length"
-          description="تیمی تعریف نشده. تیم بسازید تا اعضای فروش پرونده‌های هم‌تیمی را ببینند."
+          v-model="teamsQuery"
+          placeholder="جستجوی تیم یا عضو…"
         />
-        <a-list v-else item-layout="vertical" :data-source="teams">
+      </header>
-          <template #renderItem="{ item: t }">
+      <UiEmptyState
-            <a-list-item>
+        v-if="!loading && !teams.length"
-              <template v-if="canEdit" #actions>
+        title="تیمی تعریف نشده"
-                <a-button type="link" @click="startMetaEdit(t)">ویرایش</a-button>
+        description="تیم بسازید تا اعضای فروش پرونده‌های هم‌تیمی را ببینند."
-                <a-button type="link" @click="startEdit(t)">اعضا</a-button>
+      />
-                <a-button type="link" danger @click="removeTeam(t.id)">حذف</a-button>
+      <p v-else-if="!filteredTeams.length" class="hint">تیمی با این جستجو پیدا نشد.</p>
-              </template>
+      <div v-else class="team-list">
-              <a-list-item-meta>
+        <article v-for="t in filteredTeams" :key="t.id" class="team">
-                <template #title>
+          <header>
-                  <a-space wrap>
+            <div>
-                    <a-typography-text strong>{{ t.name }}</a-typography-text>
+              <strong>{{ t.name }}</strong>
-                    <a-tag :bordered="false">{{ toFaDigits(t.memberCount) }} عضو</a-tag>
+              <p class="muted">
-                  </a-space>
+                {{ t.description || '—' }}
-                </template>
+                · {{ toFaDigits(t.memberCount) }} عضو
-                <template #description>
+              </p>
-                  <a-typography-text type="secondary">
+            </div>
-                    {{ t.description || 'بدون توضیح' }} · {{ teamMembersLabel(t) }}
+            <div v-if="canEdit" class="actions">
-                  </a-typography-text>
+              <UiButton variant="secondary" @click="startMetaEdit(t)">ویرایش</UiButton>
-                </template>
+              <UiButton variant="secondary" @click="startEdit(t)">اعضا</UiButton>
-              </a-list-item-meta>
+              <UiButton variant="secondary" @click="removeTeam(t.id)">حذف</UiButton>
+            </div>
+          </header>
+          <p class="members">
+            {{
+              t.members.length
+                ? t.members
+                    .map((m) => `${m.fullName}${m.role === 'manager' ? ' (سرپرست)' : ''}`)
+                    .join('، ')
+                : 'بدون عضو'
+            }}
+          </p>
 
-              <a-form
+          <div v-if="editingMetaId === t.id" class="editor">
-                v-if="editingMetaId === t.id"
+            <div class="row">
-                layout="vertical"
+              <UiField label="نام تیم">
-                style="width: 100%"
+                <UiInput v-model="editName" />
-                @finish="saveMeta"
+              </UiField>
-              >
+              <UiField label="توضیح">
-                <a-row :gutter="[16, 0]">
+                <UiInput v-model="editDesc" />
-                  <a-col :xs="24" :md="12">
+              </UiField>
-                    <a-form-item label="نام تیم">
+            </div>
-                      <a-input v-model:value="editName" style="width: 100%" />
+            <div class="actions">
-                    </a-form-item>
+              <UiButton :loading="saving" @click="saveMeta">ذخیره</UiButton>
-                  </a-col>
+              <UiButton variant="secondary" @click="editingMetaId = null">انصراف</UiButton>
-                  <a-col :xs="24" :md="12">
+            </div>
-                    <a-form-item label="توضیح">
+          </div>
-                      <a-input v-model:value="editDesc" style="width: 100%" />
-                    </a-form-item>
-                  </a-col>
-                </a-row>
-                <a-space>
-                  <a-button type="primary" html-type="submit" :loading="saving">ذخیره</a-button>
-                  <a-button @click="editingMetaId = null">انصراف</a-button>
-                </a-space>
-              </a-form>
 
-              <a-flex v-if="editingId === t.id" vertical :gap="8" style="width: 100%">
+          <div v-if="editingId === t.id" class="editor">
-                <a-typography-text type="secondary">
+            <p class="hint">اعضا را انتخاب کنید؛ سرپرست همان عضو تیم است.</p>
-                  اعضا را انتخاب کنید؛ سرپرست همان عضو تیم است.
+            <label v-for="u in users.filter((x) => x.isActive !== false)" :key="u.id" class="person">
-                </a-typography-text>
+              <input
-                <a-row :gutter="[12, 8]">
+                type="checkbox"
-                  <a-col
-                    v-for="u in users.filter((x) => x.isActive !== false)"
-                    :key="u.id"
-                    :xs="24"
-                    :sm="12"
-                    :lg="8"
-                  >
-                    <a-space>
-                      <a-checkbox
                 :checked="Boolean(memberDraft[u.id])"
                 @change="toggleMember(u.id)"
-                      >
+              />
-                        {{ u.fullName }}
+              <span>{{ u.fullName }}</span>
-                      </a-checkbox>
+              <select
-                      <a-select
                 v-if="memberDraft[u.id]"
                 :value="memberDraft[u.id]"
-                        :options="memberRoleOptions"
+                @change="setRole(u.id, ($event.target as HTMLSelectElement).value as TeamMemberRole)"
-                        style="width: 120px"
+              >
-                        @update:value="setRole(u.id, $event)"
+                <option value="member">عضو</option>
-                      />
+                <option value="manager">سرپرست</option>
-                    </a-space>
+              </select>
-                  </a-col>
+            </label>
-                </a-row>
+            <div class="actions">
-                <a-space>
+              <UiButton :loading="saving" @click="saveMembers">ذخیره اعضا</UiButton>
-                  <a-button type="primary" :loading="saving" @click="saveMembers">ذخیره اعضا</a-button>
+              <UiButton variant="secondary" @click="editingId = null">انصراف</UiButton>
-                  <a-button @click="editingId = null">انصراف</a-button>
+            </div>
-                </a-space>
+          </div>
-              </a-flex>
+        </article>
-            </a-list-item>
+      </div>
-          </template>
+    </section>
-        </a-list>
-      </CrmSkeletonCard>
-    </CrmSkeleton>
 
-      <a-collapse :bordered="false" ghost>
+    <section v-if="showPriorArchive" class="card">
-        <a-collapse-panel v-if="showPriorArchive" key="prior" header="بایگانی اطلاعات قبل">
+      <header class="prior-head">
-          <a-row :gutter="[16, 12]" align="middle">
+        <h3>بایگانی اطلاعات قبل</h3>
-            <a-col :xs="24" :lg="8">
         <JalaliDateInput
           :model-value="cutoffLocal"
           mode="date"
@@ -550,76 +499,81 @@ onMounted(() => {
           :disabled="cutoffSaving || cutoffLoading"
           @update:model-value="onCutoffChange"
         />
-            </a-col>
+      </header>
-            <a-col :xs="24" :lg="8">
+      <p class="hint">
-              <a-input v-model:value="priorSearch" placeholder="جستجوی کاربر…" style="width: 100%" />
+        فقط کاربرانی که تیک می‌خورند سوئیچ کار جاری و بایگانی را می‌بینند. بقیهٔ محیط مثل قبل همهٔ
-            </a-col>
+        رکوردها را مطابق سطح دسترسی خودشان می‌بینند.
-            <a-col :xs="24" :lg="8">
+      </p>
-              <a-select
+      <div class="prior-picker">
-                :value="priorPick"
+        <UiInput v-model="priorSearch" placeholder="جستجوی کاربر…" />
-                :options="availablePriorOptions"
+        <select
+          v-model="priorPick"
           :disabled="!availablePriorUsers.length || Boolean(priorSavingId)"
-                allow-clear
+          @change="pickPriorUser(($event.target as HTMLSelectElement).value)"
-                show-search
-                option-filter-prop="label"
-                :placeholder="
-                  availablePriorUsers.length ? 'فعال‌سازی کاربر' : 'کاربر دیگری پیدا نشد'
-                "
-                style="width: 100%"
-                @update:value="pickPriorUser"
-              />
-            </a-col>
-          </a-row>
-          <a-flex vertical :gap="8">
-            <a-typography-text type="secondary">
-              فقط این کاربران سوئیچ کار جاری / بایگانی را می‌بینند.
-            </a-typography-text>
-            <a-space v-if="selectedPriorUsers.length" wrap>
-              <a-tag
-                v-for="u in selectedPriorUsers"
-                :key="u.id"
-                closable
-                :disabled="priorSavingId === u.id"
-                @close.prevent="setPriorArchive(u.id, false)"
         >
+          <option value="">
+            {{ availablePriorUsers.length ? 'انتخاب کاربر برای فعال‌سازی' : 'کاربر دیگری پیدا نشد' }}
+          </option>
+          <option v-for="u in availablePriorUsers" :key="u.id" :value="u.id">
             {{ u.fullName }}
-              </a-tag>
+          </option>
-            </a-space>
+        </select>
-            <a-typography-text v-else type="secondary">
+      </div>
-              هنوز کاربری انتخاب نشده است.
+      <div v-if="selectedPriorUsers.length" class="prior-chips">
-            </a-typography-text>
+        <span v-for="u in selectedPriorUsers" :key="u.id" class="prior-chip">
-          </a-flex>
+          {{ u.fullName }}
-        </a-collapse-panel>
+          <button
+            type="button"
+            :disabled="priorSavingId === u.id"
+            :aria-label="`حذف ${u.fullName}`"
+            @click="setPriorArchive(u.id, false)"
+          >
+            ×
+          </button>
+        </span>
+      </div>
+      <p v-else class="hint">هنوز کاربری برای دیدن سوئیچ بایگانی انتخاب نشده است.</p>
+    </section>
 
-        <a-collapse-panel key="access" header="محدوده داده کاربران">
+    <section class="card">
-          <a-flex vertical :gap="8">
+      <header class="card-head">
-            <a-typography-text type="secondary">
+        <h3>محدوده داده</h3>
-              مالک و مدیر همیشه همه را می‌بینند. پیش‌فرض از نقش می‌آید؛ برای کاربر خاص می‌توانید فیلتر جدا بگذارید.
+        <UiInput
-            </a-typography-text>
+          v-if="editableUsers.length"
-            <a-empty
+          v-model="accessQuery"
+          placeholder="جستجوی کاربر…"
+        />
+      </header>
+      <p class="hint">
+        مالک و مدیر همیشه همه را می‌بینند. پیش‌فرض از نقش می‌آید؛ برای کاربر خاص می‌توانید فیلتر
+        جدا بگذارید.
+      </p>
+      <UiEmptyState
         v-if="!editableUsers.length"
+        title="کاربر قابل تنظیم نیست"
         description="فقط نقش‌های فروش و پشتیبانی محدوده داده جدا دارند."
       />
-            <a-list v-else item-layout="vertical" :data-source="editableUsers">
+      <p v-else-if="!filteredAccessUsers.length" class="hint">کاربری با این جستجو پیدا نشد.</p>
-              <template #renderItem="{ item: u }">
+      <div v-else class="vis-table">
-                <a-list-item>
+        <div v-for="u in filteredAccessUsers" :key="u.id" class="vis-user">
-                  <template v-if="canEdit" #actions>
+          <div class="vis-row">
-                    <a-button type="link" @click="openAccessEditor(u)">
+            <span>
-                      {{ expandedAccess === u.id ? 'بستن' : 'تنظیم' }}
+              {{ u.fullName }}
-                    </a-button>
+              <small class="vis-badge">{{ accessSummary(u) }}</small>
-                  </template>
+            </span>
-                  <a-list-item-meta :description="accessSummary(u)">
+            <UiButton v-if="canEdit" variant="secondary" @click="openAccessEditor(u)">
-                    <template #title>
+              {{ expandedAccess === u.id ? 'بستن' : 'تنظیم محدوده' }}
-                      <a-typography-text strong>{{ u.fullName }}</a-typography-text>
+            </UiButton>
-                    </template>
+          </div>
-                  </a-list-item-meta>
+          <div v-if="expandedAccess === u.id" class="vis-scopes">
-                  <a-flex v-if="expandedAccess === u.id" vertical :gap="8" style="width: 100%">
+            <label class="chip-row">
-                    <a-radio-group v-model:value="accessMode">
+              <input v-model="accessMode" type="radio" value="inherit" />
-                      <a-space wrap>
+              مثل نقش (بدون override)
-                        <a-radio value="inherit">مثل نقش</a-radio>
+            </label>
-                        <a-radio value="custom">سفارشی</a-radio>
+            <label class="chip-row">
-                      </a-space>
+              <input v-model="accessMode" type="radio" value="custom" />
-                    </a-radio-group>
+              سفارشی برای این کاربر
+            </label>
             <DataAccessPolicyPanel
               v-model="draftAccess"
               v-model:treasury-access="draftTreasury"
@@ -627,19 +581,232 @@ onMounted(() => {
               :data-locked="accessMode === 'inherit'"
               compact
             />
-                    <a-space>
+            <div class="actions">
-                      <a-button type="primary" :loading="accessSaving" @click="saveUserAccess(u.id)">
+              <UiButton :loading="accessSaving" @click="saveUserAccess(u.id)">ذخیره</UiButton>
-                        ذخیره
+              <UiButton variant="secondary" @click="expandedAccess = null">انصراف</UiButton>
-                      </a-button>
+            </div>
-                      <a-button @click="expandedAccess = null">انصراف</a-button>
+          </div>
-                    </a-space>
+        </div>
-                  </a-flex>
+      </div>
-                </a-list-item>
+    </section>
-              </template>
+  </div>
-            </a-list>
-          </a-flex>
-        </a-collapse-panel>
-      </a-collapse>
-    </a-card>
-  </a-flex>
 </template>
+
+<style scoped>
+.teams-panel {
+  display: grid;
+  gap: 1rem;
+}
+.card {
+  background: #fff;
+  border: 1px solid #eef2f7;
+  border-radius: var(--radius, 12px);
+  padding: 1rem;
+}
+.card h3 {
+  margin: 0 0 0.75rem;
+  font-size: 1rem;
+}
+.card-head {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  justify-content: space-between;
+  gap: 0.6rem;
+  margin-bottom: 0.75rem;
+}
+.card-head h3 {
+  margin: 0;
+}
+.card-head :deep(.field),
+.card-head :deep(input) {
+  min-width: min(16rem, 100%);
+  max-width: 18rem;
+}
+.prior-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 0.75rem;
+  flex-wrap: wrap;
+  margin-bottom: 0.75rem;
+}
+.prior-head h3 {
+  margin: 0;
+}
+.prior-head :deep(.trigger) {
+  min-width: 12rem;
+}
+.prior-picker {
+  display: grid;
+  grid-template-columns: minmax(10rem, 1fr) minmax(13rem, 1fr);
+  gap: 0.6rem;
+  margin-top: 0.75rem;
+}
+.prior-chips {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.45rem;
+  margin-top: 0.75rem;
+}
+.prior-chip {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.35rem;
+  border: 1px solid #ccfbf1;
+  border-radius: 999px;
+  background: #f0fdfa;
+  color: #0f766e;
+  padding: 0.25rem 0.6rem;
+  font-size: 0.85rem;
+  font-weight: 600;
+}
+.prior-chip button {
+  border: 0;
+  background: transparent;
+  color: inherit;
+  cursor: pointer;
+  font: inherit;
+  line-height: 1;
+  padding: 0;
+}
+.prior-chip button:disabled {
+  opacity: 0.45;
+  cursor: wait;
+}
+.row {
+  display: grid;
+  grid-template-columns: 1fr 1fr auto;
+  gap: 0.75rem;
+  align-items: end;
+}
+.team-list {
+  display: grid;
+  gap: 0.75rem;
+}
+.team {
+  border: 1px solid #eef2f7;
+  border-radius: var(--radius, 12px);
+  padding: 0.75rem;
+}
+.team header {
+  display: flex;
+  justify-content: space-between;
+  gap: 0.75rem;
+  align-items: start;
+}
+.actions {
+  display: flex;
+  gap: 0.4rem;
+  flex-wrap: wrap;
+}
+.muted,
+.hint,
+.members {
+  color: #64748b;
+  font-size: 0.85rem;
+  margin: 0.25rem 0 0;
+}
+.editor {
+  margin-top: 0.75rem;
+  padding-top: 0.75rem;
+  border-top: 1px solid #eef2f7;
+  display: grid;
+  gap: 0.45rem;
+}
+.person {
+  display: grid;
+  grid-template-columns: auto 1fr auto;
+  gap: 0.5rem;
+  align-items: center;
+  padding: 0.35rem 0;
+}
+.vis-table {
+  display: grid;
+  gap: 0.5rem;
+}
+.vis-user {
+  border-bottom: 1px solid #f1f5f9;
+  padding-bottom: 0.45rem;
+}
+.vis-row {
+  display: grid;
+  grid-template-columns: 1fr auto;
+  gap: 0.75rem;
+  align-items: center;
+  padding: 0.45rem 0;
+}
+.vis-badge {
+  margin-inline-start: 0.4rem;
+  padding: 0.1rem 0.45rem;
+  border-radius: 999px;
+  background: #eef2ff;
+  color: #4338ca;
+  font-size: 0.72rem;
+}
+.vis-scopes {
+  display: grid;
+  gap: 0.55rem;
+  padding: 0.6rem 0.75rem;
+  background: #f8fafc;
+  border-radius: 10px;
+}
+.chip-row {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.4rem;
+  font-size: 0.88rem;
+}
+select {
+  font: inherit;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  padding: 0.4rem 0.55rem;
+  background: #fff;
+}
+.error {
+  color: #b91c1c;
+  font-weight: 600;
+}
+.ok {
+  color: #0f766e;
+  font-weight: 600;
+}
+@media (max-width: 800px) {
+  .row,
+  .vis-row,
+  .prior-picker {
+    grid-template-columns: 1fr;
+  }
+
+  .card-head {
+    flex-direction: column;
+    align-items: stretch;
+  }
+
+  .card-head :deep(.field),
+  .card-head :deep(input) {
+    max-width: none;
+    min-width: 0;
+    width: 100%;
+  }
+
+  .team header {
+    flex-direction: column;
+    align-items: stretch;
+  }
+
+  .team .actions {
+    width: 100%;
+  }
+
+  .vis-row {
+    align-items: start;
+  }
+
+  .vis-badge {
+    display: inline-block;
+    margin: 0.25rem 0 0;
+  }
+}
+</style>

apps/web/src/components/UiIcon.vue

@@ -1,10 +1,4 @@
 <script setup lang="ts">
-/**
- * آیکون‌های legacy — حالا از پک vuesax-linear رندر می‌شوند.
- * API نام‌ها برای سازگاری با صفحات قدیمی حفظ شده.
- */
-import VsIcon from '@/components/VsIcon.vue';
-
 defineProps<{
   name:
     | 'home'
@@ -88,7 +82,352 @@ defineProps<{
 </script>
 
 <template>
-  <VsIcon class="ico" :name="name" map="ui" :size="size ?? 20" />
+  <svg
+    class="ico"
+    :width="size ?? 20"
+    :height="size ?? 20"
+    viewBox="0 0 24 24"
+    fill="none"
+    stroke="currentColor"
+    stroke-width="1.8"
+    stroke-linecap="round"
+    stroke-linejoin="round"
+    aria-hidden="true"
+  >
+    <template v-if="name === 'home'">
+      <path d="M3 10.5 12 3l9 7.5" />
+      <path d="M5 9.5V21h14V9.5" />
+      <path d="M10 21v-6h4v6" />
+    </template>
+    <template v-else-if="name === 'users'">
+      <circle cx="9" cy="8" r="3.2" />
+      <path d="M2.5 19c.8-3 2.9-4.5 6.5-4.5s5.7 1.5 6.5 4.5" />
+      <circle cx="17" cy="9" r="2.4" />
+      <path d="M15.2 14.2c2.3.3 3.9 1.5 4.8 3.8" />
+    </template>
+    <template v-else-if="name === 'briefcase'">
+      <rect x="3" y="7" width="18" height="13" rx="2" />
+      <path d="M8 7V5.5A1.5 1.5 0 0 1 9.5 4h5A1.5 1.5 0 0 1 16 5.5V7" />
+      <path d="M3 12h18" />
+    </template>
+    <template v-else-if="name === 'check'">
+      <circle cx="12" cy="12" r="9" />
+      <path d="m8.5 12.5 2.4 2.4 4.6-5" />
+    </template>
+    <template v-else-if="name === 'box'">
+      <path d="M12 3 3.5 7.5v9L12 21l8.5-4.5v-9L12 3Z" />
+      <path d="M12 12 3.5 7.5M12 12l8.5-4.5M12 12v9" />
+    </template>
+    <template v-else-if="name === 'chart'">
+      <path d="M4 19h16" />
+      <path d="M7 16V10" />
+      <path d="M12 16V6" />
+      <path d="M17 16v-4" />
+    </template>
+    <template v-else-if="name === 'settings'">
+      <circle cx="12" cy="12" r="3" />
+      <path d="M19.4 15a1.7 1.7 0 0 0 .3 1.8l.1.1a2 2 0 1 1-2.8 2.8l-.1-.1a1.7 1.7 0 0 0-1.8-.3 1.7 1.7 0 0 0-1 1.5V21a2 2 0 1 1-4 0v-.1a1.7 1.7 0 0 0-1-1.5 1.7 1.7 0 0 0-1.8.3l-.1.1a2 2 0 1 1-2.8-2.8l.1-.1a1.7 1.7 0 0 0 .3-1.8 1.7 1.7 0 0 0-1.5-1H3a2 2 0 1 1 0-4h.1a1.7 1.7 0 0 0 1.5-1 1.7 1.7 0 0 0-.3-1.8l-.1-.1a2 2 0 1 1 2.8-2.8l.1.1a1.7 1.7 0 0 0 1.8.3H9a1.7 1.7 0 0 0 1-1.5V3a2 2 0 1 1 4 0v.1a1.7 1.7 0 0 0 1 1.5 1.7 1.7 0 0 0 1.8-.3l.1-.1a2 2 0 1 1 2.8 2.8l-.1.1a1.7 1.7 0 0 0-.3 1.8V9c.3.6.9 1 1.5 1H21a2 2 0 1 1 0 4h-.1a1.7 1.7 0 0 0-1.5 1Z" />
+    </template>
+    <template v-else-if="name === 'search'">
+      <circle cx="11" cy="11" r="7" />
+      <path d="m20 20-3.5-3.5" />
+    </template>
+    <template v-else-if="name === 'sparkle'">
+      <path d="M12 3v4M12 17v4M3 12h4M17 12h4" />
+      <path d="m6.5 6.5 2.5 2.5M15 15l2.5 2.5M17.5 6.5 15 9M9 15l-2.5 2.5" />
+      <circle cx="12" cy="12" r="2.2" />
+    </template>
+    <template v-else-if="name === 'bell'">
+      <path d="M6 9a6 6 0 1 1 12 0c0 4 1.5 5.5 1.5 5.5H4.5S6 13 6 9Z" />
+      <path d="M10 19a2 2 0 0 0 4 0" />
+    </template>
+    <template v-else-if="name === 'calendar'">
+      <rect x="3.5" y="5" width="17" height="15" rx="2" />
+      <path d="M8 3.5V7M16 3.5V7M3.5 10h17" />
+    </template>
+    <template v-else-if="name === 'calendar-plus'">
+      <rect x="3.5" y="5" width="17" height="15" rx="2" />
+      <path d="M8 3.5V7M16 3.5V7M3.5 10h17" />
+      <path d="M12 13v5M9.5 15.5h5" />
+    </template>
+    <template v-else-if="name === 'calendar-sun'">
+      <rect x="3.5" y="5" width="17" height="15" rx="2" />
+      <path d="M8 3.5V7M16 3.5V7M3.5 10h17" />
+      <circle cx="12" cy="15.2" r="2.1" />
+      <path d="M12 11.4v.7M12 18.3v.7M8.9 15.2h.7M14.4 15.2h.7M9.6 12.8l.5.5M13.9 17.1l.5.5M13.9 12.8l-.5.5M9.6 17.1l-.5.5" />
+    </template>
+    <template v-else-if="name === 'calendar-edit'">
+      <rect x="3.5" y="5" width="17" height="15" rx="2" />
+      <path d="M8 3.5V7M16 3.5V7M3.5 10h17" />
+      <path d="M11.2 18.2 16.6 12.8l1.5 1.5-5.4 5.4H11.2v-1.5Z" />
+    </template>
+    <template v-else-if="name === 'mail'">
+      <rect x="3" y="5" width="18" height="14" rx="2" />
+      <path d="m4 7 8 6 8-6" />
+    </template>
+    <template v-else-if="name === 'megaphone'">
+      <path d="M3 11v2a2 2 0 0 0 2 2h1l4 4V5L6 9H5a2 2 0 0 0-2 2Z" />
+      <path d="M14 8.5c2 .8 3.5 2.3 3.5 3.5s-1.5 2.7-3.5 3.5" />
+      <path d="M10 15v3a2 2 0 0 1-2 2" />
+    </template>
+    <template v-else-if="name === 'send'">
+      <path d="m4 12 16-8-6 16-2.5-6.5L4 12Z" />
+    </template>
+    <template v-else-if="name === 'fire'">
+      <path d="M12 3c2 3-1 4 1 7 1.5 2.2 4 2.5 4 6a5 5 0 1 1-10 0c0-3.5 2-5 3-7 1-2-1-4 2-6Z" />
+    </template>
+    <template v-else-if="name === 'warning'">
+      <path d="m12 4 9 16H3L12 4Z" />
+      <path d="M12 10v4" />
+      <path d="M12 17h.01" />
+    </template>
+    <template v-else-if="name === 'trend'">
+      <path d="M4 17 10 11l4 4 6-8" />
+      <path d="M15 7h5v5" />
+    </template>
+    <template v-else-if="name === 'phone'">
+      <path d="M8 3.5h2.5l1 4-2 1.2a12 12 0 0 0 5.8 5.8L16.5 12.5l4 1V16a2 2 0 0 1-2.2 2A16 16 0 0 1 4 6.2 2 2 0 0 1 6 4Z" />
+    </template>
+    <template v-else-if="name === 'trophy'">
+      <path d="M8 21h8" />
+      <path d="M12 17v4" />
+      <path d="M7 4h10v4a5 5 0 0 1-10 0V4Z" />
+      <path d="M7 6H4.5A2.5 2.5 0 0 0 7 8.5" />
+      <path d="M17 6h2.5A2.5 2.5 0 0 1 17 8.5" />
+    </template>
+    <template v-else-if="name === 'chat'">
+      <path d="M5 18.5 6.2 15A7.5 7.5 0 1 1 9 19.2L5 18.5Z" />
+      <path d="M8.5 11h7M8.5 14h4.5" />
+    </template>
+    <template v-else-if="name === 'dots'">
+      <circle cx="5" cy="12" r="1.4" fill="currentColor" stroke="none" />
+      <circle cx="12" cy="12" r="1.4" fill="currentColor" stroke="none" />
+      <circle cx="19" cy="12" r="1.4" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'dots-v'">
+      <circle cx="12" cy="5" r="1.4" fill="currentColor" stroke="none" />
+      <circle cx="12" cy="12" r="1.4" fill="currentColor" stroke="none" />
+      <circle cx="12" cy="19" r="1.4" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'document'">
+      <path d="M7 4.5h7.5L19 9v10.5a1.5 1.5 0 0 1-1.5 1.5h-10A1.5 1.5 0 0 1 6 19.5v-14A1.5 1.5 0 0 1 7.5 4.5H7Z" />
+      <path d="M14.5 4.5V9H19" />
+      <path d="M9 13h6M9 16.5h4" />
+    </template>
+    <template v-else-if="name === 'download'">
+      <path d="M12 4.5v9" />
+      <path d="M8.5 10.5 12 14l3.5-3.5" />
+      <path d="M6 17.5h12" />
+    </template>
+    <template v-else-if="name === 'upload'">
+      <path d="M12 14.5v-9" />
+      <path d="M8.5 8.5 12 5l3.5 3.5" />
+      <path d="M6 17.5h12" />
+    </template>
+    <template v-else-if="name === 'bag'">
+      <path d="M6.5 8h11l1 12.5H5.5L6.5 8Z" />
+      <path d="M9 8V6.5A3 3 0 0 1 12 3.5 3 3 0 0 1 15 6.5V8" />
+    </template>
+    <template v-else-if="name === 'clock'">
+      <circle cx="12" cy="12" r="8" />
+      <path d="M12 8v4.2l2.8 1.8" />
+    </template>
+    <template v-else-if="name === 'user-plus'">
+      <circle cx="10" cy="8" r="3" />
+      <path d="M4 19c.7-3 2.6-4.5 6-4.5s5.3 1.5 6 4.5" />
+      <path d="M17 8v5M14.5 10.5h5" />
+    </template>
+    <template v-else-if="name === 'plus'">
+      <path d="M12 6v12M6 12h12" />
+    </template>
+    <template v-else-if="name === 'chevron' || name === 'chevron-right'">
+      <path d="m9 6 6 6-6 6" />
+    </template>
+    <template v-else-if="name === 'chevron-left'">
+      <path d="m15 18-6-6 6-6" />
+    </template>
+    <template v-else-if="name === 'chevrons-right'">
+      <path d="m6 17 5-5-5-5M13 17l5-5-5-5" />
+    </template>
+    <template v-else-if="name === 'chevrons-left'">
+      <path d="m11 17-5-5 5-5M18 17l-5-5 5-5" />
+    </template>
+    <template v-else-if="name === 'arrow-right'">
+      <path d="M5 12h14M12 5l7 7-7 7" />
+    </template>
+    <template v-else-if="name === 'arrow-left'">
+      <path d="M19 12H5M12 19l-7-7 7-7" />
+    </template>
+    <template v-else-if="name === 'star'">
+      <path d="m12 3.4 2.4 4.9 5.4.8-3.9 3.8.9 5.4L12 15.8 7.2 18.3l.9-5.4-3.9-3.8 5.4-.8L12 3.4Z" />
+    </template>
+    <template v-else-if="name === 'pin'">
+      <path d="M15.5 4.5 19.5 8.5 14 14v5l-2 1-2-1v-5L4.5 8.5 8.5 4.5l2.2 2.2a3 3 0 0 0 2.6 0L15.5 4.5Z" />
+      <path d="M12 20v-5" />
+    </template>
+    <template v-else-if="name === 'filter'">
+      <path d="M4 6h16M7 12h10M10 18h4" />
+    </template>
+    <template v-else-if="name === 'funnel'">
+      <path d="M4 4.5h16l-6.2 8.2V19l-3.6 2v-8.3L4 4.5Z" />
+    </template>
+    <template v-else-if="name === 'lightbulb'">
+      <path d="M9 18h6" />
+      <path d="M10 21h4" />
+      <path d="M8 14.2A5.2 5.2 0 1 1 16 14.2C16 16 14.7 17 14 18H10c-.7-1-2-2-2-3.8Z" />
+    </template>
+    <template v-else-if="name === 'building'">
+      <path d="M5 21V5.5A1.5 1.5 0 0 1 6.5 4h7A1.5 1.5 0 0 1 15 5.5V21" />
+      <path d="M15 10h2.5A1.5 1.5 0 0 1 19 11.5V21" />
+      <path d="M8 8h2M8 12h2M8 16h2M12 8h1M12 12h1M12 16h1" />
+      <path d="M4 21h16" />
+    </template>
+    <template v-else-if="name === 'user'">
+      <circle cx="12" cy="8" r="3.2" />
+      <path d="M5 19c.9-3.2 3.2-4.8 7-4.8s6.1 1.6 7 4.8" />
+    </template>
+    <template v-else-if="name === 'flag'">
+      <path d="M6 21V4" />
+      <path d="M6 4h10.5l-1.8 3.4L16.5 11H6" />
+    </template>
+    <template v-else-if="name === 'refresh'">
+      <path d="M20 12a8 8 0 1 1-2.2-5.5" />
+      <path d="M20 4v5h-5" />
+    </template>
+    <template v-else-if="name === 'x'">
+      <path d="M6 6 18 18M18 6 6 18" />
+    </template>
+    <template v-else-if="name === 'x-circle'">
+      <circle cx="12" cy="12" r="9" />
+      <path d="m9 9 6 6M15 9l-6 6" />
+    </template>
+    <template v-else-if="name === 'mic'">
+      <rect x="9" y="3.5" width="6" height="10" rx="3" />
+      <path d="M7 11.5a5 5 0 0 0 10 0" />
+      <path d="M12 16.5V20M9 20h6" />
+    </template>
+    <template v-else-if="name === 'trash'">
+      <path d="M5 7h14" />
+      <path d="M9 7V5.5A1.5 1.5 0 0 1 10.5 4h3A1.5 1.5 0 0 1 15 5.5V7" />
+      <path d="M7.5 7 8.3 19a1.5 1.5 0 0 0 1.5 1.4h4.4a1.5 1.5 0 0 0 1.5-1.4L16.5 7" />
+    </template>
+    <template v-else-if="name === 'stop'">
+      <rect x="7.5" y="7.5" width="9" height="9" rx="1.6" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'minus'">
+      <path d="M6 12h12" />
+    </template>
+    <template v-else-if="name === 'dollar'">
+      <circle cx="12" cy="12" r="8.4" />
+      <path d="M12 6.8v10.4" />
+      <path d="M9.4 9.1c.7-1.1 1.8-1.6 2.6-1.6 1.3 0 2.3.7 2.3 1.9 0 2.6-5 1.5-5 4.1 0 1.3 1.1 2.2 2.7 2.2 1 0 2-.5 2.6-1.4" />
+    </template>
+    <template v-else-if="name === 'check-plain'">
+      <path d="m5.5 12.2 4.2 4.3 8.8-9" />
+    </template>
+    <template v-else-if="name === 'layers'">
+      <path d="M12 4 4 8.2 12 12.4 20 8.2 12 4Z" />
+      <path d="M4 12.2 12 16.4 20 12.2" />
+      <path d="M4 16.2 12 20.4 20 16.2" />
+    </template>
+    <template v-else-if="name === 'target'">
+      <circle cx="12" cy="12" r="8" />
+      <circle cx="12" cy="12" r="4.2" />
+      <circle cx="12" cy="12" r="1.2" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'pencil'">
+      <path d="M12 20h9" />
+      <path d="M16.5 3.5a2.1 2.1 0 0 1 3 3L7 19l-4 1 1-4Z" />
+    </template>
+    <template v-else-if="name === 'edit'">
+      <path d="M12 3H5a2 2 0 0 0-2 2v14a2 2 0 0 0 2 2h14a2 2 0 0 0 2-2v-7" />
+      <path d="M18.375 2.625a1 1 0 0 1 3 3l-9.013 9.014a2 2 0 0 1-.853.505l-2.873.84a.5.5 0 0 1-.62-.62l.84-2.873a2 2 0 0 1 .506-.852z" />
+    </template>
+    <template v-else-if="name === 'grid'">
+      <rect x="3.5" y="3.5" width="7" height="7" rx="1.2" />
+      <rect x="13.5" y="3.5" width="7" height="7" rx="1.2" />
+      <rect x="3.5" y="13.5" width="7" height="7" rx="1.2" />
+      <rect x="13.5" y="13.5" width="7" height="7" rx="1.2" />
+    </template>
+    <template v-else-if="name === 'list'">
+      <path d="M8 6h12M8 12h12M8 18h12" />
+      <circle cx="4.5" cy="6" r="1" fill="currentColor" stroke="none" />
+      <circle cx="4.5" cy="12" r="1" fill="currentColor" stroke="none" />
+      <circle cx="4.5" cy="18" r="1" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'eye'">
+      <path d="M2.5 12S6.5 5.5 12 5.5 21.5 12 21.5 12 17.5 18.5 12 18.5 2.5 12 2.5 12Z" />
+      <circle cx="12" cy="12" r="3" />
+    </template>
+    <template v-else-if="name === 'eye-off'">
+      <path d="M2.5 12S6.5 5.5 12 5.5 21.5 12 21.5 12 17.5 18.5 12 18.5 2.5 12 2.5 12Z" />
+      <circle cx="12" cy="12" r="3" />
+      <path d="M4 20 20 4" />
+    </template>
+    <template v-else-if="name === 'lock'">
+      <rect x="5" y="11" width="14" height="10" rx="2" />
+      <path d="M8 11V8a4 4 0 0 1 8 0v3" />
+    </template>
+    <template v-else-if="name === 'truck'">
+      <path d="M3 7.5h11V16H3z" />
+      <path d="M14 10h4.2l2.3 3.2V16H14z" />
+      <circle cx="7" cy="17.5" r="1.6" />
+      <circle cx="17" cy="17.5" r="1.6" />
+      <path d="M3 16h1.2M8.7 16H15" />
+    </template>
+    <template v-else-if="name === 'grip'">
+      <circle cx="9" cy="7" r="1.2" fill="currentColor" stroke="none" />
+      <circle cx="15" cy="7" r="1.2" fill="currentColor" stroke="none" />
+      <circle cx="9" cy="12" r="1.2" fill="currentColor" stroke="none" />
+      <circle cx="15" cy="12" r="1.2" fill="currentColor" stroke="none" />
+      <circle cx="9" cy="17" r="1.2" fill="currentColor" stroke="none" />
+      <circle cx="15" cy="17" r="1.2" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'apps-plus'">
+      <rect x="3.2" y="3.2" width="7.4" height="7.4" rx="1.6" />
+      <rect x="13.4" y="3.2" width="7.4" height="7.4" rx="1.6" />
+      <rect x="13.4" y="13.4" width="7.4" height="7.4" rx="1.6" />
+      <path d="M6.9 13.6v6.8M3.5 17h6.8" />
+    </template>
+    <template v-else-if="name === 'crown'">
+      <path d="M4 16.5 6.2 8.2 12 12.4 17.8 8.2 20 16.5H4Z" />
+      <path d="M5.2 18.6h13.6" />
+      <circle cx="6.2" cy="7.2" r="1.15" fill="currentColor" stroke="none" />
+      <circle cx="12" cy="5.6" r="1.15" fill="currentColor" stroke="none" />
+      <circle cx="17.8" cy="7.2" r="1.15" fill="currentColor" stroke="none" />
+    </template>
+    <template v-else-if="name === 'gift'">
+      <rect x="4" y="11" width="16" height="9" rx="1.4" />
+      <path d="M4 11V8.2A1.4 1.4 0 0 1 5.4 6.8h13.2A1.4 1.4 0 0 1 20 8.2V11" />
+      <path d="M12 6.8v13.2" />
+      <path d="M12 6.8c0-2.1-1.5-3.4-3.2-2.4C7.2 5.3 8.1 7.6 12 6.8Z" />
+      <path d="M12 6.8c0-2.1 1.5-3.4 3.2-2.4 1.6.9.7 3.2-3.2 2.4Z" />
+    </template>
+    <template v-else-if="name === 'medal'">
+      <circle cx="12" cy="9" r="5.2" />
+      <circle cx="12" cy="9" r="2.3" />
+      <path d="m9.1 13.6-1.4 6.2 4.3-2.3 4.3 2.3-1.4-6.2" />
+    </template>
+    <template v-else-if="name === 'logout'">
+      <path d="M9 21H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h4" />
+      <path d="M16 17l5-5-5-5" />
+      <path d="M21 12H9" />
+    </template>
+    <template v-else-if="name === 'pulse'">
+      <path d="M3 12h3.2l2-6.5L12 19l2.4-7.5H21" />
+    </template>
+    <template v-else-if="name === 'sliders'">
+      <path d="M4 7h16M4 17h16" />
+      <path d="M8 4.5v5M16 14.5v5" />
+    </template>
+    <template v-else-if="name === 'camera'">
+      <path d="M14.5 4h-5L7 7H4a2 2 0 0 0-2 2v9a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V9a2 2 0 0 0-2-2h-3Z" />
+      <circle cx="12" cy="13" r="3" />
+    </template>
+    <template v-else-if="name === 'clip'">
+      <path d="M21.4 11.6 12.7 20.3a5 5 0 0 1-7.1-7.1l8.5-8.4a3.5 3.5 0 0 1 5 5L10.6 18.2a2 2 0 1 1-2.8-2.8l7.1-7.1" />
+    </template>
+  </svg>
 </template>
 
 <style scoped>

apps/web/src/components/UserMultiSelect.vue

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

apps/web/src/components/VoiceToTextButton.vue

@@ -1,7 +1,7 @@
 <script setup lang="ts">
 import { computed, onBeforeUnmount, ref } from 'vue';
 import { Button as AButton, Typography } from 'ant-design-vue';
-import { AudioOutlined, PauseCircleOutlined } from '@/icons/ant-bridge';
+import { AudioOutlined, PauseCircleOutlined } from '@ant-design/icons-vue';
 import { toFaDigits } from '@/lib/jalali';
 
 const { Text: ATypographyText } = Typography;

apps/web/src/components/VsIcon.vue

@@ -1,76 +0,0 @@
-<script setup lang="ts">
-import { computed } from 'vue';
-import { getVuesaxSvg } from '@/icons/vuesax';
-import { resolveVuesaxName } from '@/icons/name-map';
-
-const props = withDefaults(
-  defineProps<{
-    /** کلید کوتاه vuesax (مثل add) یا نام UiIcon / Ant با map */
-    name: string;
-    size?: number | string;
-    /** منبع نگاشت نام؛ پیش‌فرض raw = کلید مستقیم پک */
-    map?: 'raw' | 'ui' | 'ant';
-    spin?: boolean;
-    title?: string;
-  }>(),
-  {
-    size: 20,
-    map: 'raw',
-    spin: false,
-  },
-);
-
-const resolved = computed(() => resolveVuesaxName(props.name, props.map));
-
-const markup = computed(() => {
-  const svg = getVuesaxSvg(resolved.value);
-  if (!svg) return '';
-  // Strip fixed width/height so CSS size controls the box; keep viewBox.
-  return svg
-    .replace(/\swidth="[^"]*"/, '')
-    .replace(/\sheight="[^"]*"/, '')
-    .replace(
-      '<svg ',
-      `<svg width="${props.size}" height="${props.size}" style="width:${typeof props.size === 'number' ? props.size + 'px' : props.size};height:${typeof props.size === 'number' ? props.size + 'px' : props.size}" `,
-    );
-});
-</script>
-
-<template>
-  <span
-    class="vs-icon"
-    :class="{ 'vs-icon--spin': spin }"
-    :style="{
-      width: typeof size === 'number' ? `${size}px` : size,
-      height: typeof size === 'number' ? `${size}px` : size,
-    }"
-    :title="title"
-    role="img"
-    aria-hidden="true"
-    v-html="markup"
-  />
-</template>
-
-<style scoped>
-.vs-icon {
-  display: inline-flex;
-  align-items: center;
-  justify-content: center;
-  line-height: 0;
-  flex-shrink: 0;
-  color: inherit;
-}
-.vs-icon :deep(svg) {
-  display: block;
-  width: 100%;
-  height: 100%;
-}
-.vs-icon--spin {
-  animation: vs-icon-spin 1s linear infinite;
-}
-@keyframes vs-icon-spin {
-  to {
-    transform: rotate(360deg);
-  }
-}
-</style>

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

@@ -9,11 +9,10 @@ import type {
 } from '@mento/shared';
 import { api } from '@/lib/api';
 import { activityTypeView } from '@/lib/activity-types';
-import { calendarDaysBetween, formatClockFa, formatJalaliDay, startOfLocalDay, toFaDigits } from '@/lib/jalali';
+import { formatRelativeDayLabel, toFaDigits } from '@/lib/jalali';
-import { Flex as AFlex } from 'ant-design-vue';
 import PipelineBoard from '@/components/pipeline/PipelineBoard.vue';
 import DealCardOverlay from '@/components/pipeline/DealCardOverlay.vue';
-import { CrmSkeleton, CrmSkeletonCard } from '@/components/skeleton';
+import ActivityQuickView from '@/components/activities/ActivityQuickView.vue';
 import {
   ACTIVITY_BOARD_COPY,
   initialsFromTitle,
@@ -43,6 +42,7 @@ const emit = defineEmits<{
   stagesChanged: [];
   add: [stageId: string];
   error: [message: string];
+  notice: [message: string];
   menuDeal: [activity: ActivityDto, stageId?: string];
   toggleSelect: [activityId: string];
   bulkDelete: [];
@@ -65,9 +65,49 @@ const draggingColumnId = ref<string | null>(null);
 const overlayDeal = ref<PipelineDeal | null>(null);
 const overlayAccent = ref<PipelineAccent>('green');
 const overlayPos = ref({ x: 0, y: 0 });
+const quickId = ref<string | null>(null);
+const peekId = ref<string | null>(null);
+let peekLinger = 0;
 const moving = ref(false);
 const stageBusy = ref(false);
 const localOrder = ref<string[] | null>(null);
+/** صف جابه‌جایی تا دراپ پشت‌سرهم قفل نشود؛ در watchdog هم ریست می‌شود */
+let moveChain: Promise<void> = Promise.resolve();
+let moveWatchdog = 0;
+/** هویت درگ بیرون از reactivity تا clear/re-render وسط drop شناسه را نبلعد */
+let dragSessionId: string | null = null;
+let dragVisualTimer = 0;
+
+function clearDragState() {
+  window.clearTimeout(dragVisualTimer);
+  dragSessionId = null;
+  draggingId.value = null;
+  dropStageId.value = null;
+  overlayDeal.value = null;
+  draggingColumnId.value = null;
+}
+
+function resetMoveLock() {
+  window.clearTimeout(moveWatchdog);
+  moving.value = false;
+  moveChain = Promise.resolve();
+}
+
+function armMoveWatchdog() {
+  window.clearTimeout(moveWatchdog);
+  moveWatchdog = window.setTimeout(() => {
+    resetMoveLock();
+  }, 12_000);
+}
+
+function enqueueMove(task: () => Promise<void>) {
+  const run = moveChain.then(task, task);
+  moveChain = run.then(
+    () => undefined,
+    () => undefined,
+  );
+  return run;
+}
 
 const KIND_BADGE: Record<ActivityStageDto['kind'], string | undefined> = {
   open: undefined,
@@ -90,18 +130,6 @@ function apiMessage(e: unknown, fallback: string) {
   return fallback;
 }
 
-function dateText(item: ActivityDto) {
-  if (!item.dueAt) return 'بدون موعد';
-  const due = new Date(item.dueAt);
-  const days = calendarDaysBetween(due, new Date());
-  const day =
-    days === 0 ? 'امروز' : days === 1 ? 'دیروز' : days === -1 ? 'فردا' : formatJalaliDay(due);
-  const late =
-    item.status === 'open' &&
-    startOfLocalDay(due).getTime() < startOfLocalDay().getTime();
-  return `${late ? 'عقب‌افتاده · ' : ''}${day} · ${formatClockFa(due)}`;
-}
-
 function toCard(item: ActivityDto, stageId: string): PipelineDeal {
   const party = item.company?.name || item.person?.fullName || item.deal?.title || '';
   const assigneeNames = item.assignees?.length
@@ -114,7 +142,13 @@ function toCard(item: ActivityDto, stageId: string): PipelineDeal {
     title: item.title,
     description: [activityTypeView(item).name, party].filter(Boolean).join(' · '),
     amount: null,
-    date: dateText(item),
+    date:
+      item.status === 'done'
+        ? 'انجام شده'
+        : item.dueAt
+          ? formatRelativeDayLabel(item.dueAt)
+          : 'بدون موعد',
+    dateIso: item.dueAt ?? undefined,
     initials: initialsFromTitle(party || item.title),
     stageId,
     createdAt: item.createdAt,
@@ -123,6 +157,7 @@ function toCard(item: ActivityDto, stageId: string): PipelineDeal {
     ownerId: item.assignee?.id ?? null,
     assigneeIds: (item.assignees ?? []).map((a) => a.id),
     priority: item.priority,
+    activityStatus: item.status,
   };
 }
 
@@ -224,12 +259,12 @@ function onMenuActivity(id: string) {
 }
 
 function onDragStart(deal: PipelineDeal, event: DragEvent) {
-  draggingId.value = deal.id;
+  draggingColumnId.value = null;
-  overlayDeal.value = deal;
+  // قفل/صف مانده از درخواست قبلی را باز کن
-  const sid = findStageOf(deal.id);
+  if (moving.value) resetMoveLock();
-  overlayAccent.value =
+
-    (props.stages.find((s) => s.id === sid)?.color as PipelineAccent | undefined) ?? 'green';
+  dragSessionId = deal.id;
-  overlayPos.value = { x: (event.clientX || 0) + 12, y: (event.clientY || 0) + 12 };
+  // setData / setDragImage باید همزمان با dragstart باشند
   event.dataTransfer?.setData('text/plain', deal.id);
   if (event.dataTransfer) {
     event.dataTransfer.effectAllowed = 'move';
@@ -237,12 +272,42 @@ function onDragStart(deal: PipelineDeal, event: DragEvent) {
     img.src = 'data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7';
     event.dataTransfer.setDragImage(img, 0, 0);
   }
+
+  const sid = findStageOf(deal.id);
+  overlayAccent.value =
+    (props.stages.find((s) => s.id === sid)?.color as PipelineAccent | undefined) ?? 'green';
+  overlayPos.value = { x: (event.clientX || 0) + 12, y: (event.clientY || 0) + 12 };
+
+  // تغییر DOM (opacity/overlay/بستن peek) داخل dragstart درگ HTML5 را در کروم لغو می‌کند
+  window.clearTimeout(dragVisualTimer);
+  dragVisualTimer = window.setTimeout(() => {
+    if (dragSessionId !== deal.id) return;
+    draggingId.value = deal.id;
+    overlayDeal.value = deal;
+    if (quickId.value) closeQuick();
+  }, 0);
 }
 
 function onDragEnd() {
+  const endedId = dragSessionId ?? draggingId.value;
+  window.setTimeout(() => {
+    if (dragSessionId && dragSessionId !== endedId) return;
+    if (draggingId.value && draggingId.value !== endedId) return;
+    clearDragState();
+  }, 0);
+}
+
+function onColumnDragStart(id: string) {
+  window.clearTimeout(dragVisualTimer);
+  dragSessionId = null;
   draggingId.value = null;
-  dropStageId.value = null;
   overlayDeal.value = null;
+  draggingColumnId.value = id;
+}
+
+function onColumnDragEnd() {
+  draggingColumnId.value = null;
+  dropStageId.value = null;
 }
 
 function onDragOver(stageId: string, event: DragEvent) {
@@ -257,17 +322,19 @@ function onDragOver(stageId: string, event: DragEvent) {
 async function moveCard(activityId: string, toStageId: string, index?: number) {
   const fromStageId = findStageOf(activityId);
   if (!fromStageId) return;
-  const from = columns.value[fromStageId]!;
+  const from = columns.value[fromStageId];
   const to = columns.value[toStageId];
-  if (!to) return;
+  if (!from || !to) return;
   const fromIndex = from.items.findIndex((i) => i.id === activityId);
   const item = from.items[fromIndex];
   if (!item) return;
-  const toStage = props.stages.find((s) => s.id === toStageId)!;
+  const toStage = props.stages.find((s) => s.id === toStageId);
+  if (!toStage) return;
   const same = fromStageId === toStageId;
   const without = (same ? from.items : to.items).filter((i) => i.id !== activityId);
   if (same && index == null) return;
-  let insertAt = index == null || index < 0 ? 0 : index;
+  // بدون ایندکس صریح → ته ستون (هم‌تراز با بورد معامله)
+  let insertAt = index == null || index < 0 ? without.length : index;
   if (same && index != null && index > fromIndex) insertAt -= 1;
   insertAt = Math.max(0, Math.min(insertAt, without.length));
   if (same && insertAt === fromIndex) return;
@@ -289,11 +356,27 @@ async function moveCard(activityId: string, toStageId: string, index?: number) {
   }
 
   moving.value = true;
+  armMoveWatchdog();
   try {
     const { data } = await api.patch<ActivityDto>(`/activities/${activityId}/stage`, {
       stageId: toStageId,
       position: insertAt,
     });
+    if (!same && data.status !== toStage.kind) {
+      const hideFromMine = props.params.desk === 'mine';
+      from.items = hideFromMine
+        ? prevFrom.filter((row) => row.id !== activityId)
+        : prevFrom.map((row) => (row.id === activityId ? data : row));
+      from.total = hideFromMine ? Math.max(0, prevFromTotal - 1) : prevFromTotal;
+      to.items = prevTo;
+      to.total = prevToTotal;
+      emit(
+        'notice',
+        'سهم شما ثبت شد. فعالیت وقتی انجام‌شده می‌شود که همهٔ مسئول‌ها سهم خود را بزنند.',
+      );
+      emit('changed');
+      return;
+    }
     const column = same ? from : to;
     column.items = column.items.map((i) => (i.id === activityId ? data : i));
     emit('changed');
@@ -306,24 +389,32 @@ async function moveCard(activityId: string, toStageId: string, index?: number) {
     }
     emit('error', apiMessage(e, 'جابه‌جایی فعالیت ناموفق بود.'));
   } finally {
+    window.clearTimeout(moveWatchdog);
     moving.value = false;
   }
 }
 
 async function onDrop(stageId: string, event: DragEvent, index?: number) {
   event.preventDefault();
-  const raw = event.dataTransfer?.getData('text/plain') || draggingColumnId.value || draggingId.value || '';
+  const transfer = event.dataTransfer?.getData('text/plain') || '';
-  dropStageId.value = null;
+  const cardId = dragSessionId || draggingId.value;
-  draggingId.value = null;
+  const columnId = draggingColumnId.value;
-  overlayDeal.value = null;
+  clearDragState();
-  if (raw.startsWith('stage:') || draggingColumnId.value) {
+
-    const fromId = raw.replace(/^stage:/, '') || draggingColumnId.value;
+  // کارت همیشه بر payload ستون اولویت دارد تا درگ کارت به‌اشتباه reorder ستون نشود
-    draggingColumnId.value = null;
+  const activityId =
-    if (fromId) await reorderColumn(fromId, stageId);
+    cardId || (transfer && !transfer.startsWith('stage:') ? transfer : '');
+  if (activityId) {
+    // fire-and-forget: await روی زنجیرهٔ گیرکرده نباید drop بعدی را قفل کند
+    void enqueueMove(() => moveCard(activityId, stageId, index));
     return;
   }
-  if (!raw || moving.value) return;
+
-  await moveCard(raw, stageId, index);
+  const isStageDrag = transfer.startsWith('stage:');
+  if (isStageDrag || columnId) {
+    const fromId = isStageDrag ? transfer.slice('stage:'.length) : columnId;
+    if (fromId) await reorderColumn(fromId, stageId);
+  }
 }
 
 async function persistOrder(ids: string[]) {
@@ -406,7 +497,7 @@ async function onAddStage(name: string) {
   }
 }
 
-function openActivity(id: string) {
+function activityQuery(id: string) {
   const query: Record<string, string> = {
     from: 'desk',
     nav: crypto.randomUUID(),
@@ -426,36 +517,37 @@ function openActivity(id: string) {
   if (source.due) query.due = source.due;
   const columnId = findStageOf(id);
   if (columnId) query.stage = columnId;
-  void router.push({ name: 'activity-detail', params: { id }, query });
+  return query;
+}
+
+function openActivity(id: string) {
+  if (quickId.value === id) {
+    closeQuick();
+    return;
+  }
+  window.clearTimeout(peekLinger);
+  quickId.value = id;
+  peekId.value = id;
+}
+
+function closeQuick() {
+  quickId.value = null;
+  const id = peekId.value;
+  window.clearTimeout(peekLinger);
+  peekLinger = window.setTimeout(() => {
+    if (!quickId.value && peekId.value === id) peekId.value = null;
+  }, 650);
+}
+
+function openFullActivity(id: string) {
+  quickId.value = null;
+  void router.push({ name: 'activity-detail', params: { id }, query: activityQuery(id) });
 }
 </script>
 
 <template>
-  <div
+  <div class="kanban-wrap">
-    class="kanban-wrap"
+    <p v-if="initialLoading && !Object.keys(columns).length" class="muted">در حال بارگذاری ستون‌ها…</p>
-    :style="{
-      flex: '1 1 auto',
-      minHeight: 0,
-      height: '100%',
-      minWidth: 0,
-      display: 'flex',
-      flexDirection: 'column',
-    }"
-  >
-    <CrmSkeleton :loading="initialLoading && !Object.keys(columns).length">
-      <a-flex
-        v-if="initialLoading && !Object.keys(columns).length"
-        :gap="12"
-        :style="{ overflow: 'auto', padding: '8px', flex: 1, minHeight: 0 }"
-      >
-        <div
-          v-for="i in 4"
-          :key="`sk-col-${i}`"
-          :style="{ width: '280px', flex: '0 0 280px' }"
-        >
-          <CrmSkeletonCard :rows="6" :min-height="360" />
-        </div>
-      </a-flex>
     <PipelineBoard
       v-else
       :stages="boardStages"
@@ -465,24 +557,32 @@ function openActivity(id: string) {
       :copy="ACTIVITY_BOARD_COPY"
       :select-mode="selectMode"
       :selected-ids="selectedIds"
+      :peek-id="peekId"
+      :preview-id="quickId"
       @drag-start="onDragStart"
       @drag-end="onDragEnd"
       @drag-over="onDragOver"
       @drop="onDrop"
       @add-deal="emit('add', $event)"
       @open-deal="openActivity"
+      @detail-deal="openFullActivity"
       @menu-deal="onMenuActivity"
       @toggle-select="emit('toggleSelect', $event)"
       @bulk-delete="emit('bulkDelete')"
       @rename-stage="onRenameStage"
       @delete-stage="onDeleteStage"
       @move-stage="onMoveStage"
-        @column-drag-start="(id: string) => (draggingColumnId = id)"
+      @column-drag-start="onColumnDragStart"
-        @column-drag-end="draggingColumnId = null; dropStageId = null"
+      @column-drag-end="onColumnDragEnd"
       @add-stage="onAddStage"
       @load-more="loadMore"
     />
-    </CrmSkeleton>
+    <ActivityQuickView
+      :activity-id="quickId"
+      @close="closeQuick"
+      @changed="loadAll()"
+      @full="openFullActivity"
+    />
     <Teleport to="body">
       <DealCardOverlay
         v-if="overlayDeal && draggingId"
@@ -506,4 +606,9 @@ function openActivity(id: string) {
   display: flex;
   flex-direction: column;
 }
+
+.muted {
+  margin: 0;
+  color: #64748b;
+}
 </style>

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

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