feat(deals): plan activities on the deal and create them from the board

Show related activities on deal detail, prefill dealId on activity create, and add a side-panel quick create from pipeline cards.

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

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

@@ -0,0 +1,85 @@
+---
+description: Hard governance for Ant Design Vue v4 migration — isolated page-by-page, no manual CSS, 24-col grid, default controlHeight 36
+alwaysApply: true
+---
+
+# Ant Design Vue v4 — Strict Governance (locked)
+
+Source of truth for migrated UI: **Ant Design Vue 4** + central theme [`apps/web/src/theme/antdTheme.ts`](apps/web/src/theme/antdTheme.ts).
+
+Legacy CRM UI (`components/ui/*`, `.crm-*`, `.btn` / `.field` in `styles/`) remains for **unmigrated** screens only. Never mix systems inside one page.
+
+## Hard rules
+
+1. **Single-page migration lock**  
+   Migrate **exactly one** route/view (or one clearly named page folder) per change set. Do not “clean up” neighboring pages, shared legacy primitives, or global CSS while migrating a page.
+
+2. **No edits to legacy kit during Ant work**  
+   Do **not** modify `apps/web/src/components/ui/**` or broaden changes across `views/` beyond the single page under migration, unless the user explicitly names that page.
+
+2b. **Child components of a migrated View (mandatory)**  
+   هنگام بازنویسی یک صفحه (View)، ایجنت موظف است علاوه بر خود فایل View، تمام کامپوننت‌های فرزندی را که در آن View ایمپورت شده‌اند و حاوی اینپوت/سلکت/دکمه هستند نیز بازبینی کرده و درون آن‌ها را به کامپوننت‌های رسمی `ant-design-vue` تبدیل کند. هیچ تگ `<input>`, `<select>`, `<textarea>`, `<button>` خامی نباید در صفحه یا کامپوننت‌های فرزندِ مصرفی آن باقی بماند.  
+   When rewriting a View, the agent **must** also review every component imported by that View that contains inputs/selects/buttons, and convert their internals to official `ant-design-vue` controls.  
+   **No raw** `<input>`, `<select>`, `<textarea>`, or `<button>` may remain in the View **or** in those consumed child components. Prefer native Ant equivalents (`a-select` / `mode="multiple|tags"` / `a-time-picker` / …) over custom pickers when logic allows; if domain logic is required (e.g. Jalali), convert that child file to Ant chrome (`a-input` + `a-popover`, etc.) instead of leaving raw HTML. Do **not** leave legacy `UiInput` / `UiSelect` / `UiButton` / `UiField` / `UiTextarea` in the View or those children.
+
+3. **Ant-only UI on migrated pages**  
+   On a migrated page, build controls with Ant Design Vue (`a-button`, `a-form`, `a-table`, `a-card`, …) and `@ant-design/icons-vue`. Do **not** introduce new usage of `UiButton`, `UiInput`, `.btn`, `.field`, or ad-hoc HTML form controls for the same job.
+
+4. **Ban manual CSS for layout/look**  
+   On migrated pages:
+   - No new `<style scoped>` rules for color, spacing, radius, shadow, typography, or layout that Ant already covers.
+   - No hardcoded hex / `rgb()` for chrome UI (charts/data palettes may be excepted when not chrome).
+   - Prefer ConfigProvider theme tokens, component props, and Ant space/grid utilities.
+   - Inline `style` only for rare one-off values that tokens cannot express; prefer tokens first.
+
+5. **Default Ant control size (`controlHeight: 36`) — no manual `size`**  
+   - Global default comes from theme token `controlHeight: 36` in `antdTheme.ts` (Ant derives SM/LG from this).
+   - Do **not** set `size="small"`, `size="middle"`, `size="large"`, or `:size` on `a-button`, `a-input`, `a-select`, `a-input-number`, `a-date-picker`, `a-radio-group`, `a-pagination`, or similar controls on migrated pages.
+   - Do **not** override `controlHeight` / `controlHeightSM` / `controlHeightLG` inside `components.*` of the theme — inherit the token default.
+   - Exception: only if the user explicitly requests a one-off non-default size for a named control.
+
+6. **24-column grid only**  
+   Page layout on migrated screens uses Ant Grid: `a-row` / `a-col` with the **24-column** system (`:span`, `:xs`, `:sm`, `:md`, `:lg`, `:xl`). Do not invent parallel flex/grid CSS layouts for page chrome.
+
+7. **RTL + locale**  
+   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).
+
+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).
+
+9. **Theme is central**  
+   Visual tokens (primary, radius, `controlHeight`, padding/margin scale, shadows, Form/Card overrides) live only in `antdTheme.ts`. Do not fork theme objects inside views.
+
+10. **Icons**  
+    Use `@ant-design/icons-vue` on migrated pages. Do not expand `UiIcon` for Ant pages.
+
+11. **Isolation guarantee**  
+    Infrastructure PRs (deps, vite plugin, theme, App `ConfigProvider`) must not change behavior of unmigrated pages. No `ant-design-vue/dist/reset.css` (or similar global reset) unless explicitly approved — it can break legacy CSS.
+
+## Allowed on migrated pages
+
+- Ant Design Vue 4 components and their props/slots (except banned manual `size` on controls)
+- `a-row` / `a-col` (24 columns), `a-space`, `a-flex` where appropriate
+- Theme tokens via ConfigProvider
+- Minimal page-local script logic (data fetching, forms) unchanged in spirit
+
+## Forbidden on migrated pages
+
+- New legacy `components/ui` usage
+- Parallel button/input CSS classes (`.btn`, `.field`, `.crm-*` for chrome that Ant replaces)
+- Custom CSS that re-skins Ant components
+- Manual `size` props on form/action controls (use theme default 36px)
+- Multi-page refactors “while we’re here”
+- Adding Tailwind/Bootstrap/other UI kits
+
+## Agent checklist before finishing a migration PR
+
+- [ ] Only one page/route touched for UI migration
+- [ ] Imported child components with controls also converted to Ant (no raw HTML left)
+- [ ] Grep verification: `<input|<select|<textarea|<button|UiInput|UiSelect|UiField|UiTextarea|UiButton` count is **0** in the View + those children
+- [ ] No changes under `components/ui/`
+- [ ] No new scoped CSS for look-and-feel
+- [ ] No manual `size` on Ant controls
+- [ ] Layout uses 24-col Ant grid
+- [ ] Uses `antdTheme` / ConfigProvider / StyleProvider `hash-priority="high"` — no local theme fork
+- [ ] `npm run build -w @mento/web` (or `vue-tsc`) passes

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

@@ -0,0 +1,86 @@
+---
+name: antd-system-architect
+description: >-
+  Architect and migrate Montact web UI to Ant Design Vue v4 under strict
+  governance: single-page lock, no manual CSS, no manual size props, default
+  controlHeight 36, 24-column grid, central antdTheme, isolated from legacy
+  components/ui. Use when migrating a page to Ant Design, adding Ant components,
+  editing antdTheme, or reviewing Ant PRs.
+---
+
+# Ant Design Vue System Architect (Montact)
+
+## When to use
+
+- Migrating any `apps/web` view/page to Ant Design Vue 4
+- Extending [`apps/web/src/theme/antdTheme.ts`](../../../apps/web/src/theme/antdTheme.ts)
+- Touching Ant ConfigProvider / vite Ant auto-import
+- Reviewing whether a change violates isolation from legacy UI
+
+Also read and obey [`.cursor/rules/antd-strict-governance.mdc`](../../rules/antd-strict-governance.mdc).
+
+## Non-negotiables
+
+1. **One page per migration** — never batch unrelated views.
+2. **Do not edit** `apps/web/src/components/ui/**` during Ant migration work.
+3. **Child components of the View are in scope (mandatory)** — هنگام بازنویسی یک صفحه (View)، ایجنت موظف است علاوه بر خود فایل View، تمام کامپوننت‌های فرزندی را که در آن View ایمپورت شده‌اند و حاوی اینپوت/سلکت/دکمه هستند نیز بازبینی کرده و درون آن‌ها را به کامپوننت‌های رسمی `ant-design-vue` تبدیل کند. هیچ تگ `<input>`, `<select>`, `<textarea>`, `<button>` خامی نباید در صفحه یا کامپوننت‌های فرزندِ مصرفی آن باقی بماند. When rewriting a View, also open every imported child that renders inputs/selects/buttons and convert them to official `ant-design-vue` controls. No raw `<input>`, `<select>`, `<textarea>`, or `<button>` (and no `UiInput` / `UiSelect` / `UiButton` / `UiField` / `UiTextarea`) may remain in the View or those children. Prefer Ant natives (`a-select` multiple/tags, `a-time-picker`, …); for Jalali/domain pickers, convert the child file to Ant chrome (`a-input` + `a-popover`, etc.).
+4. **No manual look CSS** on migrated pages (no new scoped colors/spacing/radius/shadows for chrome).
+5. **24-column Ant grid** (`a-row` / `a-col`) for page layout.
+6. **Theme only in** `apps/web/src/theme/antdTheme.ts`.
+7. **Default control height is 36** via token `controlHeight: 36`. Do **not** pass `size` / `:size` on buttons, inputs, selects, or similar controls; do **not** set per-component `controlHeight*` in the theme `components` map.
+8. **Auto-import** `<a-*>` via `AntDesignVueResolver({ importStyle: false })` — no per-file style imports. Root uses `StyleProvider` with `hash-priority="high"` so legacy `main.css` cannot override Ant.
+9. **No global Ant reset CSS** that would restyle legacy pages.
+
+## Stack facts (this repo)
+
+| Piece | Location |
+|---|---|
+| Dependency | `ant-design-vue` ^4, `@ant-design/icons-vue`, `unplugin-vue-components` in `@mento/web` |
+| Vite plugin | `apps/web/vite.config.ts` — `Components` + `AntDesignVueResolver` |
+| Theme | `apps/web/src/theme/antdTheme.ts` (`controlHeight: 36`) |
+| RTL + locale + theme | `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 |
+
+## Migration workflow
+
+1. Confirm the **single** route/view the user named.
+2. Inventory current UI: legacy `Ui*`, `.btn`/`.field`, `.crm-*`, custom tables.
+3. List all imported children that contain controls; convert them in the same pass (except `components/ui/**`).
+4. Replace with Ant equivalents:
+   - Button → `a-button` (**no** `size` prop)
+   - Input/Select/Form field → `a-form` + `a-form-item` + `a-input` / `a-select` / … (**no** `size`)
+   - Modal/Drawer → `a-modal` / `a-drawer`
+   - Table → `a-table` (columns via Ant API)
+   - Page chrome → `a-card`, title + `a-space`, layout via `a-row`/`a-col`
+   - Icons → `@ant-design/icons-vue`
+5. Remove page-local CSS that only existed to skin the old controls.
+6. Keep business logic, API calls, and router behavior intact.
+7. Grep-verify zero hits for `<input|<select|<textarea|<button|UiInput|UiSelect|UiField|UiTextarea|UiButton` in the View + converted children.
+8. Run `npm run build -w @mento/web` (or at least `vue-tsc -b` in `apps/web`).
+9. Smoke-check that **other** routes still render with legacy UI unchanged.
+
+## Theme extension rules
+
+- Change tokens in `antdTheme.ts` only when the user asks or when a migrated page proves a missing token.
+- Keep `controlHeight: 36` as the single source for control sizing; let Ant derive SM/LG.
+- Prefer `token` and limited `components.Card` / `components.Form` overrides — never per-control `controlHeight` forks.
+- Do not duplicate `ThemeConfig` objects inside views.
+
+## Anti-patterns (reject)
+
+- Importing both `UiButton` and `a-button` on the same migrated page
+- Adding `ant-design-vue/dist/reset.css` “to fix spacing”
+- Editing `components/ui` to “look more like Ant”
+- `size="small|middle|large"` on Ant controls
+- Multi-page visual refactors in one PR
+- Custom CSS overriding `.ant-btn` / `.ant-input` selectors
+
+## Done criteria
+
+- Migrated page uses Ant components + 24-col grid
+- Imported control-bearing children also Ant-pure (grep = 0)
+- Controls use theme default height (no manual `size`)
+- No new manual chrome CSS
+- Legacy kit untouched
+- Build/typecheck clean
+- Unmigrated pages untouched in the diff

.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

.env.example

@@ -17,11 +17,19 @@ SMS_PASSWORD=
 SMS_SENDER=
 # SMS_BASE_URL=http://smspanel.Trez.ir
 # SMS_SEND_PATH=/SendMessageWithCode.ashx
-# SMS_OTP_TEMPLATE=کد ورود پرتال منتکت: {code}
+# SMS_OTP_TEMPLATE=کد ورود منتکت: {code}
 # SMS_TIMEOUT_MS=20000
 
 # رمزنگاری توکن‌های اتصال حسابداری (ته‌حساب) — ۳۲ بایت به‌صورت hex (۶۴ کاراکتر)
 # مثال ساخت: node -e "console.log(require('crypto').randomBytes(32).toString('hex'))"
 INTEGRATIONS_ENCRYPTION_KEY=
 
+# سوپرادمین پلتفرم — ورود از /adm با موبایل + رمز
+# در لوکال اگر خالی بماند: 09120000000 / demo1234
+PLATFORM_ADMIN_MOBILE=
+PLATFORM_ADMIN_PASSWORD=
+PLATFORM_ADMIN_NAME=سوپرادمین
+# اختیاری
+# PLATFORM_ADMIN_EMAIL=
+
 # Production: see deploy/.env.production.example and deploy/DEPLOY.md

.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}"

.githooks/pre-push

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

.gitignore

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

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

README.md

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

apps/api/package.json

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

apps/api/prisma/migrations/20260919180000_platform_admin/migration.sql

@@ -0,0 +1,18 @@
+-- AlterTable
+ALTER TABLE "Organization" ADD COLUMN IF NOT EXISTS "isActive" BOOLEAN NOT NULL DEFAULT true;
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "PlatformAdmin" (
+    "id" TEXT NOT NULL,
+    "email" TEXT NOT NULL,
+    "passwordHash" TEXT NOT NULL,
+    "fullName" TEXT NOT NULL,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "lastLoginAt" TIMESTAMP(3),
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "PlatformAdmin_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS "PlatformAdmin_email_key" ON "PlatformAdmin"("email");

apps/api/prisma/migrations/20260919220000_platform_admin_mobile/migration.sql

@@ -0,0 +1,8 @@
+-- AlterTable
+ALTER TABLE "PlatformAdmin" ADD COLUMN IF NOT EXISTS "mobile" TEXT;
+
+-- Make email optional (existing rows keep their email)
+ALTER TABLE "PlatformAdmin" ALTER COLUMN "email" DROP NOT NULL;
+
+-- Unique mobile
+CREATE UNIQUE INDEX IF NOT EXISTS "PlatformAdmin_mobile_key" ON "PlatformAdmin"("mobile");

apps/api/prisma/migrations/20260920110000_billing_account_modules/migration.sql

@@ -0,0 +1,64 @@
+-- AlterTable
+ALTER TABLE "Organization" ADD COLUMN IF NOT EXISTS "enabledModules" TEXT[] DEFAULT ARRAY[]::TEXT[];
+
+-- CreateTable
+CREATE TABLE IF NOT EXISTS "BillingAccount" (
+    "id" TEXT NOT NULL,
+    "ownerUserId" TEXT NOT NULL,
+    "planCode" TEXT NOT NULL DEFAULT 'trial',
+    "status" TEXT NOT NULL DEFAULT 'active',
+    "startsAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "expiresAt" TIMESTAMP(3) NOT NULL,
+    "maxOrganizations" INTEGER NOT NULL DEFAULT 1,
+    "externalPaymentRef" TEXT,
+    "notes" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "BillingAccount_pkey" PRIMARY KEY ("id")
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS "BillingAccount_ownerUserId_key" ON "BillingAccount"("ownerUserId");
+CREATE INDEX IF NOT EXISTS "BillingAccount_status_idx" ON "BillingAccount"("status");
+CREATE INDEX IF NOT EXISTS "BillingAccount_expiresAt_idx" ON "BillingAccount"("expiresAt");
+
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = 'BillingAccount_ownerUserId_fkey'
+  ) THEN
+    ALTER TABLE "BillingAccount"
+      ADD CONSTRAINT "BillingAccount_ownerUserId_fkey"
+      FOREIGN KEY ("ownerUserId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+  END IF;
+END $$;
+
+-- Backfill: full module catalog for existing orgs (empty → all)
+UPDATE "Organization"
+SET "enabledModules" = ARRAY[
+  'customers','pipeline','products','invoices','quotes','commissions','sales_forecast',
+  'activities','tickets','workflow_automations','message_automations','lead_forms',
+  'project_boards','inventory','cheques','attachments','loyalty','reports','notes',
+  'tahesab','custom_fields','currencies','team_settings','faq'
+]::TEXT[]
+WHERE cardinality("enabledModules") = 0;
+
+-- Backfill BillingAccount for every active owner membership (15-day trial)
+INSERT INTO "BillingAccount" (
+  "id", "ownerUserId", "planCode", "status", "startsAt", "expiresAt",
+  "maxOrganizations", "createdAt", "updatedAt"
+)
+SELECT
+  md5(random()::text || clock_timestamp()::text || m."userId"),
+  m."userId",
+  'trial',
+  'active',
+  NOW(),
+  NOW() + INTERVAL '15 days',
+  GREATEST(1, COUNT(*)::int),
+  NOW(),
+  NOW()
+FROM "Membership" m
+WHERE m."role" = 'owner' AND m."isActive" = true
+GROUP BY m."userId"
+ON CONFLICT ("ownerUserId") DO NOTHING;

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

apps/api/prisma/migrations/20261017180000_outbound_sms_log/migration.sql

@@ -0,0 +1,35 @@
+-- CreateTable
+CREATE TABLE "OutboundSmsLog" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "personId" TEXT,
+    "leadId" TEXT,
+    "mobile" TEXT NOT NULL,
+    "body" TEXT NOT NULL,
+    "source" TEXT NOT NULL,
+    "sourceId" TEXT,
+    "status" TEXT NOT NULL,
+    "error" TEXT,
+    "actorUserId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "OutboundSmsLog_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "OutboundSmsLog_organizationId_personId_createdAt_idx" ON "OutboundSmsLog"("organizationId", "personId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "OutboundSmsLog_organizationId_leadId_createdAt_idx" ON "OutboundSmsLog"("organizationId", "leadId", "createdAt");
+
+-- CreateIndex
+CREATE INDEX "OutboundSmsLog_organizationId_createdAt_idx" ON "OutboundSmsLog"("organizationId", "createdAt");
+
+-- AddForeignKey
+ALTER TABLE "OutboundSmsLog" ADD CONSTRAINT "OutboundSmsLog_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "OutboundSmsLog" ADD CONSTRAINT "OutboundSmsLog_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "OutboundSmsLog" ADD CONSTRAINT "OutboundSmsLog_leadId_fkey" FOREIGN KEY ("leadId") REFERENCES "Lead"("id") ON DELETE SET NULL ON UPDATE CASCADE;

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

apps/api/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/seed.ts

@@ -13,7 +13,103 @@ const DEFAULT_STAGES = [
   { name: 'از دست‌رفته', isWon: false, isLost: true },
 ] as const;
 
+async function seedPlatformAdmin() {
+  const envMobile = (process.env.PLATFORM_ADMIN_MOBILE ?? '').trim();
+  const envEmail = (process.env.PLATFORM_ADMIN_EMAIL ?? '').trim().toLowerCase();
+  const envPassword = process.env.PLATFORM_ADMIN_PASSWORD ?? '';
+  const envName = (process.env.PLATFORM_ADMIN_NAME ?? 'سوپرادمین').trim() || 'سوپرادمین';
+  const isProd = process.env.NODE_ENV === 'production';
+  const mobileRaw = envMobile || (isProd ? '' : '09120000000');
+  const password = envPassword || (isProd ? '' : 'demo1234');
+  const email = envEmail || null;
+
+  if (!mobileRaw || !password) {
+    console.log(
+      'Platform admin seed skipped (set PLATFORM_ADMIN_MOBILE and PLATFORM_ADMIN_PASSWORD)',
+    );
+    return;
+  }
+  if (password.length < 8) {
+    console.log('Platform admin seed skipped (password must be at least 8 chars)');
+    return;
+  }
+
+  // normalize: 09xxxxxxxxx
+  let mobile = mobileRaw.replace(/[\s\-()]/g, '');
+  if (mobile.startsWith('+98')) mobile = `0${mobile.slice(3)}`;
+  if (mobile.startsWith('98') && mobile.length === 12) mobile = `0${mobile.slice(2)}`;
+  if (/^9\d{9}$/.test(mobile)) mobile = `0${mobile}`;
+  if (!/^09\d{9}$/.test(mobile)) {
+    console.log('Platform admin seed skipped (PLATFORM_ADMIN_MOBILE invalid)');
+    return;
+  }
+
+  const passwordHash = await bcrypt.hash(password, 10);
+  const existingByMobile = await prisma.platformAdmin.findUnique({ where: { mobile } });
+  if (existingByMobile) {
+    await prisma.platformAdmin.update({
+      where: { id: existingByMobile.id },
+      data: {
+        passwordHash,
+        fullName: envName,
+        isActive: true,
+        ...(email ? { email } : {}),
+      },
+    });
+    console.log('Platform admin password refreshed:', mobile);
+    return;
+  }
+  if (email) {
+    const existingByEmail = await prisma.platformAdmin.findUnique({ where: { email } });
+    if (existingByEmail) {
+      await prisma.platformAdmin.update({
+        where: { id: existingByEmail.id },
+        data: {
+          mobile,
+          passwordHash,
+          fullName: envName,
+          isActive: true,
+        },
+      });
+      console.log('Platform admin linked mobile + password refreshed:', mobile, '→', email);
+      return;
+    }
+  }
+
+  const orphans = await prisma.platformAdmin.findMany({
+    where: { mobile: null },
+    take: 2,
+  });
+  if (orphans.length === 1) {
+    const orphan = orphans[0]!;
+    await prisma.platformAdmin.update({
+      where: { id: orphan.id },
+      data: {
+        mobile,
+        passwordHash,
+        fullName: envName,
+        isActive: true,
+        ...(email ? { email } : {}),
+      },
+    });
+    console.log('Platform admin orphan linked mobile:', mobile);
+    return;
+  }
+
+  await prisma.platformAdmin.create({
+    data: {
+      mobile,
+      email,
+      passwordHash,
+      fullName: envName,
+    },
+  });
+  console.log('Seeded platform admin:', mobile);
+}
+
 async function main() {
+  await seedPlatformAdmin();
+
   const email = 'owner@demo.local';
   let org = await prisma.organization.findUnique({ where: { slug: 'demo-mento' } });
   if (!org) {
@@ -239,7 +335,7 @@ async function main() {
     pipeline = await prisma.pipeline.create({
       data: {
         organizationId: org.id,
-        name: 'کاریز فروش',
+        name: 'مسیر فروش',
         isDefault: true,
         stages: {
           create: DEFAULT_STAGES.map((s, index) => ({
@@ -258,13 +354,13 @@ async function main() {
   }
 
   const servicesPipeline = await prisma.pipeline.findFirst({
-    where: { organizationId: org.id, name: 'کاریز خدمات' },
+    where: { organizationId: org.id, name: 'مسیر خدمات' },
   });
   if (!servicesPipeline) {
     await prisma.pipeline.create({
       data: {
         organizationId: org.id,
-        name: 'کاریز خدمات',
+        name: 'مسیر خدمات',
         isDefault: false,
         stages: {
           create: DEFAULT_STAGES.map((s, index) => ({
@@ -281,7 +377,7 @@ async function main() {
     console.log('Services pipeline already seeded');
   }
 
-  // کاریز منتظر — مطابق طراحی UI (۳ مرحله + معاملات نمونه)
+  // مسیر منتظر — مطابق طراحی UI (۳ مرحله + معاملات نمونه)
   const WAITING_STAGES = [
     { name: 'پیگیری', isWon: false, isLost: false },
     { name: 'مذاکرات اولیه', isWon: false, isLost: false },
@@ -387,7 +483,7 @@ async function main() {
   ];
 
   let waitingPipeline = await prisma.pipeline.findFirst({
-    where: { organizationId: org.id, name: 'کاریز منتظر' },
+    where: { organizationId: org.id, name: 'مسیر منتظر' },
     include: { stages: { orderBy: { position: 'asc' } } },
   });
 
@@ -395,7 +491,7 @@ async function main() {
     waitingPipeline = await prisma.pipeline.create({
       data: {
         organizationId: org.id,
-        name: 'کاریز منتظر',
+        name: 'مسیر منتظر',
         isDefault: false,
         stages: {
           create: WAITING_STAGES.map((s, index) => ({
@@ -408,7 +504,7 @@ async function main() {
       },
       include: { stages: { orderBy: { position: 'asc' } } },
     });
-    console.log('Seeded waiting pipeline (کاریز منتظر)');
+    console.log('Seeded waiting pipeline (مسیر منتظر)');
   } else {
     console.log('Waiting pipeline already seeded');
   }
@@ -438,7 +534,7 @@ async function main() {
           expectedCloseAt: new Date(d.expectedCloseAt),
           ownerId: owner?.id,
           position: d.position,
-          tags: ['دمو-کاریز'],
+          tags: ['دمو-مسیر'],
         };
       }),
     });
@@ -667,7 +763,7 @@ async function main() {
         {
           organizationId: org.id,
           authorId: owner?.id,
-          body: 'در دمو نوا روی گزارش کاریز خیلی حساس بودند. نسخه چاپی PDF را آماده کنیم.',
+          body: 'در دمو نوا روی گزارش مسیر فروش خیلی حساس بودند. نسخه چاپی PDF را آماده کنیم.',
           noteType: 'call_result',
           color: 'sky',
           tags: ['دمو'],
@@ -875,7 +971,7 @@ async function main() {
     };
 
     await ensure('deal_moved', {
-      title: 'جابه‌جایی معامله در کاریز',
+      title: 'جابه‌جایی معامله در مسیر فروش',
       body: sampleDeal
         ? `«${sampleDeal.title}» به مرحله جدید منتقل شد`
         : 'یک معامله جابه‌جا شد',

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

@@ -1,46 +1,75 @@
-import { Injectable } from '@nestjs/common';
+import { BadRequestException, Injectable } from '@nestjs/common';
 import type { ActivityType, ImportContactsResult } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
 import { assigneeWhere } from '../common/record-scope';
-import { normalizePhone } from '../contacts/normalize';
+import { phoneIdentityKeys, storedPhoneNumber } from '../contacts/normalize';
 import {
+  excelFieldsFromColumns,
   formatClock,
   formatJalaliDate,
+  parseExcelMapping,
   parseJalaliDateTime,
+  previewExcel,
   readMappedRows,
   stripHtml,
   writeXlsx,
+  type ExcelPreviewResult,
 } from '../common/excel';
+import {
+  beginExcelImportPrepare,
+  chunkImportMeta,
+  createExcelImportCacheSession,
+  destroyExcelImportSession,
+  getExcelImportPrepareStatus,
+  getExcelImportSessionCaches,
+  resolveExcelImportChunk,
+  type ExcelImportLookupCaches,
+  type ExcelImportSessionStatus,
+} from '../common/excel-import-session';
+import type { ImportActivityRowsDto } from './dto';
 
-const ACTIVITY_COLUMNS = [
-  { header: '_type', key: '_type', width: 12 },
-  { header: 'نوع فعالیت', key: 'kind', width: 16 },
-  { header: 'عنوان فعالیت', key: 'title', width: 24 },
-  { header: 'متن فعالیت', key: 'body', width: 36 },
-  { header: 'نتیجه فعالیت', key: 'result', width: 20 },
-  { header: 'مسئول اجرا فعالیت', key: 'assignee', width: 18 },
-  { header: 'ثبت کننده فعالیت', key: 'creator', width: 18 },
-  { header: 'تاریخ برنامه ریزی شده اجرا فعالیت', key: 'dueDate', width: 18 },
-  { header: 'زمان برنامه ریزی شده اجرا فعالیت', key: 'dueTime', width: 14 },
-  { header: 'وضعیت اجرای فعالیت', key: 'status', width: 16 },
-  { header: 'تاریخ انجام شدن فعالیت', key: 'doneDate', width: 16 },
-  { header: 'کد معامله فعالیت', key: 'dealCode', width: 14 },
-  { header: 'کد کارت فعالیت', key: 'cardCode', width: 14 },
-  { header: 'زمان انجام شدن فعالیت', key: 'doneTime', width: 14 },
-  { header: 'اشخاص فعالیت', key: 'personName', width: 18 },
-  { header: 'کد اشخاص فعالیت', key: 'personCode', width: 14 },
-  { header: 'موبایل اشخاص فعالیت', key: 'personMobile', width: 16 },
-  { header: 'شرکت های فعالیت', key: 'companyName', width: 20 },
-  { header: 'کد شرکت های فعالیت', key: 'companyCode', width: 14 },
-  { header: 'معامله فعالیت_1', key: 'dealTitle', width: 24 },
-  { header: 'کارت فعالیت_1', key: 'cardTitle', width: 20 },
-  { header: 'هشتگ', key: 'hashtag', width: 16 },
-];
+/** ترتیب دقیق خروجی فعالیت دیدار — برای فایل‌های بدون ردیف هدر */
+const DIDAR_ACTIVITY_POSITIONAL = [
+  { key: '_type', label: '_type' },
+  { key: 'kind', label: 'نوع فعالیت' },
+  { key: 'title', label: 'عنوان فعالیت' },
+  { key: 'body', label: 'متن فعالیت' },
+  { key: 'result', label: 'نتیجه فعالیت' },
+  { key: 'assignee', label: 'مسئول اجرا فعالیت' },
+  { key: 'creator', label: 'ثبت کننده فعالیت' },
+  { key: 'dueDate', label: 'تاریخ برنامه ریزی شده اجرا فعالیت' },
+  { key: 'dueTime', label: 'زمان برنامه ریزی شده اجرا فعالیت' },
+  { key: 'status', label: 'وضعیت اجرای فعالیت' },
+  { key: 'doneDate', label: 'تاریخ انجام شدن فعالیت' },
+  { key: 'dealCode', label: 'کد معامله فعالیت' },
+  { key: 'cardCode', label: 'کد کارت فعالیت' },
+  { key: 'doneTime', label: 'زمان انجام شدن فعالیت' },
+  { key: 'personName', label: 'اشخاص فعالیت' },
+  { key: 'personCode', label: 'کد اشخاص فعالیت' },
+  { key: 'personMobile', label: 'موبایل اشخاص فعالیت' },
+  { key: 'companyName', label: 'شرکت های فعالیت' },
+  { key: 'companyCode', label: 'کد شرکت های فعالیت' },
+  { key: 'dealTitle', label: 'معامله فعالیت_1' },
+  { key: 'cardTitle', label: 'کارت فعالیت_1' },
+  { key: 'hashtag', label: 'هشتگ' },
+] as const;
+
+const ACTIVITY_COLUMNS = DIDAR_ACTIVITY_POSITIONAL.map((c) => ({
+  header: c.label,
+  key: c.key,
+  width:
+    c.key === 'body' || c.key === 'result'
+      ? 36
+      : c.key === 'title' || c.key === 'dealTitle'
+        ? 24
+        : 16,
+}));
 
 const ACTIVITY_ALIASES: Record<string, string> = {
   _type: '_type',
   type: '_type',
+  activity: '_type',
   نوعفعالیت: 'kind',
   عنوانفعالیت: 'title',
   عنوان: 'title',
@@ -61,10 +90,27 @@ const ACTIVITY_ALIASES: Record<string, string> = {
   شرکتهایفعالیت: 'companyName',
   کدشرکتهایفعالیت: 'companyCode',
   معاملهفعالیت1: 'dealTitle',
+  معاملهفعالیت_1: 'dealTitle',
   کارتفعالیت1: 'cardTitle',
+  کارتفعالیت_1: 'cardTitle',
   هشتگ: 'hashtag',
 };
 
+function looksLikeDidarActivityHeaderless(firstRow: string[]) {
+  const first = (firstRow[0] ?? '').trim().toLowerCase();
+  if (first !== 'activity' && first !== '_type') return false;
+  const kind = (firstRow[1] ?? '').trim();
+  return /تماس|پیگیری|جلسه|یادداشت|ملاقات|call|task|meeting|note|پیام/i.test(kind);
+}
+
+const ACTIVITY_EXCEL_OPTIONS = {
+  positionalColumns: DIDAR_ACTIVITY_POSITIONAL.map((c) => ({
+    key: c.key,
+    label: c.label,
+  })),
+  detectHeaderless: looksLikeDidarActivityHeaderless,
+};
+
 const TYPE_LABEL: Record<ActivityType, string> = {
   call: 'تماس با مشتری',
   meeting: 'جلسه',
@@ -105,6 +151,7 @@ export class ActivitiesExcelService {
         company: { select: { id: true, name: true } },
         deal: { select: { id: true, title: true } },
         assignee: { select: { fullName: true } },
+        assignees: { select: { fullName: true } },
         createdBy: { select: { fullName: true } },
       },
       orderBy: [{ dueAt: 'desc' }, { createdAt: 'desc' }],
@@ -120,7 +167,9 @@ export class ActivitiesExcelService {
         title: row.title,
         body: row.description ?? '',
         result: '',
-        assignee: row.assignee?.fullName ?? '',
+        assignee: row.assignees?.length
+          ? row.assignees.map((a) => a.fullName).join('، ')
+          : (row.assignee?.fullName ?? ''),
         creator: row.createdBy?.fullName ?? '',
         dueDate: formatJalaliDate(row.dueAt),
         dueTime: formatClock(row.dueAt),
@@ -143,13 +192,200 @@ export class ActivitiesExcelService {
     );
   }
 
-  async import(actor: Actor, file: Express.Multer.File): Promise<ImportContactsResult> {
-    const rows = await readMappedRows(file, ACTIVITY_ALIASES);
-    const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+  preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
+    return previewExcel(
+      file,
+      ACTIVITY_ALIASES,
+      excelFieldsFromColumns(ACTIVITY_COLUMNS, ['title']),
+      ACTIVITY_EXCEL_OPTIONS,
+    );
+  }
 
-    for (let i = 0; i < rows.length; i++) {
-      const row = rows[i]!;
-      const rowNum = i + 2;
+  /**
+   * آپلود فوری + پارس در پس‌زمینه (جلوگیری از ۵۰۲ nginx روی فایل‌های بزرگ).
+   * وضعیت را با prepareStatus پول کنید.
+   */
+  prepare(
+    actor: Actor,
+    file: Express.Multer.File,
+    mappingRaw?: string,
+  ): ImportContactsResult {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    const mapping = parseExcelMapping(mappingRaw);
+    const sessionId = beginExcelImportPrepare(
+      actor.organizationId,
+      file.buffer,
+      (f) =>
+        readMappedRows(f, ACTIVITY_ALIASES, mapping, ACTIVITY_EXCEL_OPTIONS),
+    );
+    return {
+      created: 0,
+      skipped: 0,
+      errors: [],
+      sessionId,
+      status: 'parsing',
+      total: 0,
+      parsed: 0,
+      processed: 0,
+      hasMore: true,
+      nextOffset: 0,
+    };
+  }
+
+  prepareStatus(
+    actor: Actor,
+    sessionId: string,
+  ): ExcelImportSessionStatus {
+    return getExcelImportPrepareStatus(sessionId, actor.organizationId);
+  }
+
+  async import(
+    actor: Actor,
+    file: Express.Multer.File | undefined,
+    mappingRaw?: string,
+    chunk?: { sessionId?: string; offset?: string | number; limit?: string | number },
+  ): Promise<ImportContactsResult> {
+    const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    let ctx;
+    try {
+      ctx = await resolveExcelImportChunk({
+        organizationId: actor.organizationId,
+        file,
+        sessionId: chunk?.sessionId,
+        offset: chunk?.offset,
+        limit: chunk?.limit,
+        loadRows: () =>
+          readMappedRows(
+            file!,
+            ACTIVITY_ALIASES,
+            parseExcelMapping(mappingRaw),
+            ACTIVITY_EXCEL_OPTIONS,
+          ),
+      });
+    } catch (e) {
+      if (e instanceof BadRequestException) throw e;
+      const message =
+        e instanceof Error ? e.message : 'خواندن فایل اکسل ناموفق بود';
+      result.errors.push({ row: 1, message });
+      return result;
+    }
+
+    const MAX_ROWS = 100_000;
+    if (ctx.total > MAX_ROWS) {
+      destroyExcelImportSession(ctx.sessionId);
+      result.errors.push({
+        row: 1,
+        message: `فایل بیش از ${MAX_ROWS} ردیف دارد. فایل را تقسیم کنید.`,
+      });
+      return { ...result, hasMore: false, total: ctx.total, processed: 0 };
+    }
+
+    const caches = getExcelImportSessionCaches(ctx.sessionId, actor.organizationId);
+    await this.processActivityRows(
+      actor,
+      ctx.slice,
+      ctx.offset,
+      result,
+      caches,
+      { skipDuplicateCheck: false },
+    );
+
+    return { ...result, ...chunkImportMeta(ctx) };
+  }
+
+  /**
+   * ایمپورت تکه‌ای JSON از مرورگر — فایل اکسل روی سرور آپلود/پارس نمی‌شود.
+   */
+  async importRows(
+    actor: Actor,
+    dto: ImportActivityRowsDto,
+  ): Promise<ImportContactsResult> {
+    const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    const rows = Array.isArray(dto.rows) ? dto.rows : [];
+    if (!rows.length) {
+      result.errors.push({ row: 1, message: 'ردیف ارسال‌شده خالی است' });
+      return result;
+    }
+    if (rows.length > 80) {
+      result.errors.push({ row: 1, message: 'حداکثر ۸۰ ردیف در هر درخواست' });
+      return result;
+    }
+
+    const total = Math.max(0, Number(dto.total) || 0);
+    const offset = Math.max(0, Number(dto.offset) || 0);
+    let sessionId = (dto.sessionId ?? '').trim();
+    if (!sessionId) {
+      sessionId = createExcelImportCacheSession(actor.organizationId);
+    }
+
+    const caches = getExcelImportSessionCaches(sessionId, actor.organizationId);
+    await this.processActivityRows(actor, rows, offset, result, caches, {
+      // برای فایل‌های خیلی بزرگ، بررسی تکراری هر ردیف درخواست را طولانی و ۵۰۲ می‌کند
+      skipDuplicateCheck: total > 2000,
+    });
+
+    const processed = offset + rows.length;
+    const hasMore = total > 0 ? processed < total : false;
+    if (!hasMore) destroyExcelImportSession(sessionId);
+
+    return {
+      ...result,
+      sessionId: hasMore ? sessionId : undefined,
+      total,
+      processed,
+      hasMore,
+      nextOffset: hasMore ? processed : undefined,
+    };
+  }
+
+  private async processActivityRows(
+    actor: Actor,
+    slice: Array<Record<string, string>>,
+    offset: number,
+    result: ImportContactsResult,
+    caches: ExcelImportLookupCaches,
+    opts: { skipDuplicateCheck: boolean },
+  ) {
+    const resolveUser = async (name?: string) => {
+      const key = (name ?? '').trim().toLowerCase();
+      if (!key) return null;
+      if (caches.user.has(key)) return caches.user.get(key) ?? null;
+      const id = await this.findUserId(actor.organizationId, name);
+      caches.user.set(key, id);
+      return id;
+    };
+    const resolvePerson = async (row: Record<string, string>) => {
+      const mobile = storedPhoneNumber(row.personMobile);
+      const name = (row.personName ?? '').trim().toLowerCase();
+      const key = mobile ? `m:${mobile}` : name ? `n:${name}` : '';
+      if (!key) return null;
+      if (caches.person.has(key)) return caches.person.get(key) ?? null;
+      const id = await this.findPersonId(actor.organizationId, row);
+      caches.person.set(key, id);
+      return id;
+    };
+    const resolveCompany = async (name?: string) => {
+      const key = (name ?? '').trim().toLowerCase();
+      if (!key) return null;
+      if (caches.company.has(key)) return caches.company.get(key) ?? null;
+      const id = await this.findCompanyId(actor.organizationId, name);
+      caches.company.set(key, id);
+      return id;
+    };
+    const resolveDeal = async (title?: string) => {
+      const key = (title ?? '').trim().toLowerCase();
+      if (!key) return null;
+      if (caches.deal.has(key)) return caches.deal.get(key) ?? null;
+      const id = await this.findDealId(actor.organizationId, title);
+      caches.deal.set(key, id);
+      return id;
+    };
+
+    for (let i = 0; i < slice.length; i++) {
+      const row = slice[i]!;
+      const rowNum = offset + i + 2;
       if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'activity') {
         continue;
       }
@@ -167,31 +403,40 @@ export class ActivitiesExcelService {
       const status = parseStatus(row.status);
 
       try {
-        const personId = await this.findPersonId(actor.organizationId, row);
-        const companyId = await this.findCompanyId(actor.organizationId, row.companyName);
-        const dealId = await this.findDealId(actor.organizationId, row.dealTitle);
-        const assigneeId =
-          (await this.findUserId(actor.organizationId, row.assignee)) ?? actor.userId;
+        const personId = await resolvePerson(row);
+        const companyId = await resolveCompany(row.companyName);
+        const dealId = await resolveDeal(row.dealTitle);
+        const assigneeNames = String(row.assignee ?? '')
+          .split(/[,،]/)
+          .map((s) => s.trim())
+          .filter(Boolean);
+        const assigneeIds: string[] = [];
+        for (const name of assigneeNames) {
+          const uid = await resolveUser(name);
+          if (uid && !assigneeIds.includes(uid)) assigneeIds.push(uid);
+        }
+        if (!assigneeIds.length) assigneeIds.push(actor.userId);
+        const assigneeId = assigneeIds[0]!;
         const creatorId =
-          (await this.findUserId(actor.organizationId, row.creator)) ?? actor.userId;
+          (await resolveUser(row.creator)) ?? actor.userId;
 
-        const duplicate = dueAt
-          ? await this.prisma.activity.findFirst({
-              where: {
-                organizationId: actor.organizationId,
-                title,
-                dueAt,
-                personId: personId ?? null,
-              },
-              select: { id: true },
-            })
-          : null;
-        if (duplicate) {
-          result.skipped += 1;
-          continue;
+        if (!opts.skipDuplicateCheck && dueAt) {
+          const duplicate = await this.prisma.activity.findFirst({
+            where: {
+              organizationId: actor.organizationId,
+              title,
+              dueAt,
+              personId: personId ?? null,
+            },
+            select: { id: true },
+          });
+          if (duplicate) {
+            result.skipped += 1;
+            continue;
+          }
         }
 
-        await this.prisma.activity.create({
+        const created = await this.prisma.activity.create({
           data: {
             organizationId: actor.organizationId,
             title,
@@ -208,7 +453,20 @@ export class ActivitiesExcelService {
             assigneeId,
             createdById: creatorId,
           },
+          select: { id: true },
         });
+        if (assigneeIds.length > 1) {
+          try {
+            await this.prisma.activity.update({
+              where: { id: created.id },
+              data: {
+                assignees: { set: assigneeIds.map((id) => ({ id })) },
+              },
+            });
+          } catch {
+            /* assigneeId به‌تنهایی کافی است */
+          }
+        }
         result.created += 1;
       } catch (e) {
         result.errors.push({
@@ -217,15 +475,16 @@ export class ActivitiesExcelService {
         });
       }
     }
-
-    return result;
   }
 
   private async findPersonId(organizationId: string, row: Record<string, string>) {
-    const mobile = normalizePhone(row.personMobile);
-    if (mobile) {
+    const mobileKeys = phoneIdentityKeys(storedPhoneNumber(row.personMobile));
+    if (mobileKeys.length) {
       const byMobile = await this.prisma.person.findFirst({
-        where: { organizationId, mobile: { contains: mobile.replace(/^\+98|^98|^0/, '') } },
+        where: {
+          organizationId,
+          OR: [{ mobile: { in: mobileKeys } }, { phone: { in: mobileKeys } }],
+        },
         select: { id: true },
       });
       if (byMobile) return byMobile.id;

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

@@ -1,4 +1,5 @@
 import {
+  BadRequestException,
   Body,
   Controller,
   Delete,
@@ -17,28 +18,187 @@ import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import type { Response } from 'express';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RequirePermission, SectionPermissionGuard } from '../auth/section-permission.guard';
+import { RolesGuard } from '../auth/roles.guard';
+import { Roles } from '../auth/roles.decorator';
 import { CurrentUser } from '../auth/current-user.decorator';
 import type { Actor } from '../common/record-scope';
 import { ActivitiesService } from './activities.service';
 import { ActivitiesExcelService } from './activities-excel.service';
+import { ActivityStagesService } from './activity-stages.service';
+import { ActivityTypesService } from './activity-types.service';
 import {
+  CreateActivityBoardDto,
   CreateActivityDto,
+  CreateActivityStageDto,
+  CreateActivityTypeDto,
+  ImportActivityRowsDto,
   ListActivitiesQueryDto,
+  ListActivityStagesQueryDto,
+  MoveActivityStageDto,
+  ReorderActivityStagesDto,
+  ReorderActivityTypesDto,
+  UpdateActivityBoardDto,
   UpdateActivityDto,
+  UpdateActivityStageDto,
+  UpdateActivityTypeDto,
 } from './dto';
 import { brand } from '@mento/shared';
 
+const excelUpload = FileInterceptor('file', {
+  storage: memoryStorage(),
+  limits: { fileSize: 15_000_000 },
+});
+
 @Controller('activities')
-@UseGuards(JwtAuthGuard)
+@UseGuards(JwtAuthGuard, SectionPermissionGuard)
+@RequirePermission('activities')
 export class ActivitiesController {
   constructor(
     private readonly activitiesService: ActivitiesService,
     private readonly excelService: ActivitiesExcelService,
+    private readonly stagesService: ActivityStagesService,
+    private readonly typesService: ActivityTypesService,
   ) {}
 
   @Get('summary')
-  summary(@CurrentUser() user: Actor) {
-    return this.activitiesService.summary(user.organizationId, user);
+  summary(
+    @CurrentUser() user: Actor,
+    @Query('desk') desk?: string,
+  ) {
+    const scope = desk === 'mine' || desk === 'team' ? desk : undefined;
+    return this.activitiesService.summary(user.organizationId, user, scope);
+  }
+
+  @Get('boards')
+  listBoards(@CurrentUser() user: Actor) {
+    return this.stagesService.listBoards(user.organizationId, user);
+  }
+
+  @Post('boards')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createBoard(@CurrentUser() user: Actor, @Body() dto: CreateActivityBoardDto) {
+    return this.stagesService.createBoard(user.organizationId, dto.name, dto.memberIds);
+  }
+
+  @Patch('boards/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateBoard(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateActivityBoardDto,
+  ) {
+    return this.stagesService.updateBoard(user.organizationId, id, dto);
+  }
+
+  @Delete('boards/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeBoard(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.stagesService.removeBoard(user.organizationId, id);
+    return { ok: true };
+  }
+
+  @Get('stages')
+  listStages(@CurrentUser() user: Actor, @Query() query: ListActivityStagesQueryDto) {
+    return this.stagesService.list(user.organizationId, query.boardId, user);
+  }
+
+  @Post('stages')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createStage(@CurrentUser() user: Actor, @Body() dto: CreateActivityStageDto) {
+    return this.stagesService.create(user.organizationId, dto);
+  }
+
+  @Patch('stages/reorder')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  reorderStages(@CurrentUser() user: Actor, @Body() dto: ReorderActivityStagesDto) {
+    return this.stagesService.reorder(user.organizationId, dto.stageIds);
+  }
+
+  @Patch('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateStage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateActivityStageDto,
+  ) {
+    return this.stagesService.update(user.organizationId, id, dto);
+  }
+
+  @Delete('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeStage(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.stagesService.remove(user.organizationId, id);
+    return { ok: true };
+  }
+
+  @Get('types')
+  listTypes(@CurrentUser() user: Actor) {
+    return this.typesService.list(user.organizationId);
+  }
+
+  @Post('types')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createType(@CurrentUser() user: Actor, @Body() dto: CreateActivityTypeDto) {
+    return this.typesService.create(user.organizationId, dto);
+  }
+
+  @Patch('types/reorder')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  reorderTypes(@CurrentUser() user: Actor, @Body() dto: ReorderActivityTypesDto) {
+    return this.typesService.reorder(user.organizationId, dto.typeIds);
+  }
+
+  @Patch('types/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateType(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateActivityTypeDto,
+  ) {
+    return this.typesService.update(user.organizationId, id, dto);
+  }
+
+  @Delete('types/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeType(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.typesService.remove(user.organizationId, id);
+    return { ok: true };
+  }
+
+  @Get('stage-counts')
+  stageCounts(
+    @CurrentUser() user: Actor,
+    @Query() query: ListActivitiesQueryDto,
+  ) {
+    return this.activitiesService.stageCounts(
+      user.organizationId,
+      user,
+      query.filter ?? 'all',
+      query.q,
+      query.desk,
+      {
+        type: query.type,
+        typeDefId: query.typeDefId,
+        status: query.status,
+        assigneeId: query.assigneeId,
+        title: query.title,
+        customer: query.customer,
+        due: query.due,
+        boardId: query.boardId,
+      },
+    );
   }
 
   @Get()
@@ -57,11 +217,57 @@ export class ActivitiesController {
         personId: query.personId,
         companyId: query.companyId,
         dealId: query.dealId,
+        leadId: query.leadId,
       },
       {
         from: query.from,
         to: query.to,
       },
+      query.desk,
+      {
+        type: query.type,
+        typeDefId: query.typeDefId,
+        status: query.status,
+        assigneeId: query.assigneeId,
+        title: query.title,
+        customer: query.customer,
+        due: query.due,
+        boardId: query.boardId,
+      },
+      query.stageId ? { stageId: query.stageId } : undefined,
+    );
+  }
+
+  /** ترتیب همان لیست میز، برای فعالیت قبلی/بعدی در جزئیات */
+  @Get('nav-ids')
+  navIds(@CurrentUser() user: Actor, @Query() query: ListActivitiesQueryDto) {
+    return this.activitiesService.orderedIds(
+      user.organizationId,
+      user,
+      query.filter ?? 'today',
+      query.q,
+      {
+        personId: query.personId,
+        companyId: query.companyId,
+        dealId: query.dealId,
+        leadId: query.leadId,
+      },
+      {
+        from: query.from,
+        to: query.to,
+      },
+      query.desk,
+      {
+        type: query.type,
+        typeDefId: query.typeDefId,
+        status: query.status,
+        assigneeId: query.assigneeId,
+        title: query.title,
+        customer: query.customer,
+        due: query.due,
+        boardId: query.boardId,
+      },
+      query.stageId ? { stageId: query.stageId } : undefined,
     );
   }
 
@@ -79,18 +285,62 @@ export class ActivitiesController {
     return new StreamableFile(buffer);
   }
 
+  @Post('import/preview')
+  @UseInterceptors(excelUpload)
+  importPreview(@UploadedFile() file?: Express.Multer.File) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.preview(file);
+  }
+
+  @Post('import/prepare')
+  @UseInterceptors(excelUpload)
+  importPrepare(
+    @CurrentUser() user: Actor,
+    @UploadedFile() file?: Express.Multer.File,
+    @Body('mapping') mapping?: string,
+  ) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.prepare(user, file, mapping);
+  }
+
+  @Get('import/prepare/:sessionId')
+  importPrepareStatus(
+    @CurrentUser() user: Actor,
+    @Param('sessionId') sessionId: string,
+  ) {
+    return this.excelService.prepareStatus(user, sessionId);
+  }
+
+  @Post('import/rows')
+  importRows(
+    @CurrentUser() user: Actor,
+    @Body() dto: ImportActivityRowsDto,
+  ) {
+    return this.excelService.importRows(user, dto);
+  }
+
   @Post('import')
-  @UseInterceptors(
-    FileInterceptor('file', {
-      storage: memoryStorage(),
-      limits: { fileSize: 15_000_000 },
-    }),
-  )
+  @UseInterceptors(excelUpload)
   import(
     @CurrentUser() user: Actor,
-    @UploadedFile() file: Express.Multer.File,
+    @UploadedFile() file?: Express.Multer.File,
+    @Body('mapping') mapping?: string,
+    @Body('sessionId') sessionId?: string,
+    @Body('offset') offset?: string,
+    @Body('limit') limit?: string,
   ) {
-    return this.excelService.import(user, file);
+    if (!file?.buffer?.length && !sessionId) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    return this.excelService.import(user, file, mapping, {
+      sessionId,
+      offset,
+      limit,
+    });
   }
 
   @Get(':id')
@@ -98,6 +348,61 @@ export class ActivitiesController {
     return this.activitiesService.get(user.organizationId, id, user);
   }
 
+  @Post(':id/images')
+  @UseInterceptors(
+    FileInterceptor('file', {
+      storage: memoryStorage(),
+      limits: { fileSize: 10 * 1024 * 1024 },
+    }),
+  )
+  addImage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @UploadedFile() file: Express.Multer.File,
+  ) {
+    return this.activitiesService.addImage(
+      user.organizationId,
+      user.userId,
+      id,
+      file,
+      user,
+    );
+  }
+
+  @Get(':id/images/:imageId')
+  async downloadImage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Param('imageId') imageId: string,
+  ): Promise<StreamableFile> {
+    const { stream, fileName, mimeType } = await this.activitiesService.openImage(
+      user.organizationId,
+      id,
+      imageId,
+      user,
+    );
+    const encoded = encodeURIComponent(fileName);
+    return new StreamableFile(stream, {
+      type: mimeType,
+      disposition: `inline; filename="${fileName.replace(/"/g, '')}"; filename*=UTF-8''${encoded}`,
+    });
+  }
+
+  @Delete(':id/images/:imageId')
+  async removeImage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Param('imageId') imageId: string,
+  ) {
+    await this.activitiesService.removeImage(user.organizationId, id, imageId, user);
+    return { ok: true };
+  }
+
+  @Post(':id/promote-from-prior')
+  promoteFromPrior(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.activitiesService.promoteFromPrior(user, id);
+  }
+
   @Post()
   create(@CurrentUser() user: Actor, @Body() dto: CreateActivityDto) {
     return this.activitiesService.create(
@@ -117,9 +422,32 @@ export class ActivitiesController {
     return this.activitiesService.update(user.organizationId, id, user, dto);
   }
 
+  @Patch(':id/stage')
+  moveStage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: MoveActivityStageDto,
+  ) {
+    return this.activitiesService.moveToStage(
+      user.organizationId,
+      id,
+      user,
+      dto.stageId,
+      dto.position,
+    );
+  }
+
   @Patch(':id/complete')
-  complete(@CurrentUser() user: Actor, @Param('id') id: string) {
-    return this.activitiesService.complete(user.organizationId, id, user);
+  complete(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Query('force') force?: string,
+    @Query('undo') undo?: string,
+  ) {
+    return this.activitiesService.complete(user.organizationId, id, user, {
+      force: force === '1' || force === 'true',
+      undo: undo === '1' || undo === 'true',
+    });
   }
 
   @Delete(':id')