feat(finance): show invoice balances in treasury and split payroll

Issued invoices feed debtors, creditors, and period profit without a second income document. Payroll is split into setup, staged payment, and a filtered report.

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

.gitea/workflows/build.yml

@@ -52,7 +52,6 @@ jobs:
       # dock.monsys.ir accepts the runner.
       - name: Login to registry
         id: login
-        if: false
         env:
           REGISTRY_USERNAME: ${{ secrets.REGISTRY_USERNAME }}
           REGISTRY_PASSWORD: ${{ secrets.REGISTRY_PASSWORD }}
@@ -62,7 +61,6 @@ jobs:
 
       - name: Push Docker images
         id: push
-        if: false
         run: |
           set -eu
           tag="${{ steps.meta.outputs.tag }}"

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/schema.prisma

@@ -2953,18 +2953,28 @@ model MontifyWebhookDelivery {
   @@index([connectionId, createdAt])
 }
 
-/// اتصال تلفن سازمانی / سانترال (وب‌هوک عمومی)
+/// اتصال تلفن سازمانی / سانترال (وب‌هوک عمومی یا ارائه‌دهنده)
 model VoipConnection {
   id                      String        @id @default(cuid())
   organizationId          String
   organization            Organization  @relation(fields: [organizationId], references: [id], onDelete: Cascade)
   label                   String
+  /// generic | daftareshoma
+  provider                String        @default("generic")
   enabled                 Boolean       @default(true)
   webhookSecretCiphertext String?
   webhookSecretIv         String?
   webhookSecretTag        String?
-  /// قالب URL شروع تماس؛ جای {number} شماره می‌نشیند
+  /// قالب URL شروع تماس؛ جای {number} شماره می‌نشیند (generic)
   clickToCallUrl          String?
+  /// توکن Bearer API دفتر شما (رمزنگاری‌شده)
+  apiTokenCiphertext      String?
+  apiTokenIv              String?
+  apiTokenTag             String?
+  /// شماره مبدأ در تماس خروجی دفتر شما (from_number)
+  fromNumber              String?
+  /// خط/داخلی سازمان در دفتر شما (caller_extension)
+  callerExtension         String?
   lastEventAt             DateTime?
   lastError               String?
   calls                   VoipCallLog[]
@@ -2972,6 +2982,7 @@ model VoipConnection {
   updatedAt               DateTime      @updatedAt
 
   @@index([organizationId, enabled])
+  @@index([organizationId, provider])
 }
 
 model VoipCallLog {
@@ -2986,6 +2997,8 @@ model VoipCallLog {
   status               String         @default("completed")
   fromNumber           String?
   toNumber             String?
+  /// خط/داخلی سازمان که تماس روی آن بوده (مثلاً CalleeExtension دفتر شما)
+  lineExtension        String?
   personId             String?
   activityId           String?
   durationSec          Int?
@@ -3010,6 +3023,8 @@ model VoipCallLog {
 
   @@unique([connectionId, externalCallId])
   @@index([organizationId, syncedAt])
+  @@index([organizationId, lineExtension])
+  @@index([organizationId, status])
   @@index([personId])
   @@index([activityId])
   @@index([summaryStatus, summaryNextAttemptAt])

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -49,6 +49,12 @@ import { StorageQuotaService } from '../billing/storage-quota.service';
 import { LeadStagesService } from './lead-stages.service';
 import { buildSearchWhere, ci } from '../common/search';
 import { GamificationService } from '../gamification/gamification.service';
+import {
+  addDays,
+  isDayKey,
+  tehranDayKey,
+  tehranDayStart,
+} from '../routines/routine-dates';
 
 const LOGO_MAX_BYTES = 2 * 1024 * 1024;
 const LOGO_EXT: Record<string, string> = {
@@ -142,7 +148,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Prisma.LeadWhereInput {
     const search = buildSearchWhere<Prisma.LeadWhereInput>(opts.q, (t) => [
@@ -161,10 +171,15 @@ export class LeadsService {
     if (opts.hasMobile) {
       and.push({ mobile: { not: '' } });
     }
+    const follow = this.followUpWhere(opts.followUp);
+    if (follow) and.push(follow);
+    const createdRange = this.createdAtWhere(opts.createdFrom, opts.createdTo);
+    if (createdRange) and.push(createdRange);
     return {
       organizationId: actor.organizationId,
       ...leadAccessWhere(actor),
       archivedAt: opts.archived ? { not: null } : null,
+      ...(opts.converted ? { convertedPersonId: { not: null } } : {}),
       ...(opts.stageId ? { stageId: opts.stageId } : {}),
       ...(opts.assigneeId ? { assigneeId: opts.assigneeId } : {}),
       ...(opts.unassigned ? { assigneeId: null } : {}),
@@ -180,6 +195,52 @@ export class LeadsService {
     };
   }
 
+  /** مرز روز به وقت تهران برای فیلترهای «امروز». */
+  private tehranDayBounds(day = tehranDayKey()) {
+    const start = tehranDayStart(day);
+    const end = tehranDayStart(addDays(day, 1));
+    return { start, end };
+  }
+
+  private followUpWhere(followUp?: string): Prisma.LeadWhereInput | null {
+    if (!followUp) return null;
+    const { start, end } = this.tehranDayBounds();
+    switch (followUp) {
+      case 'due_today':
+        return { nextFollowUpAt: { gte: start, lt: end } };
+      case 'overdue':
+        return { nextFollowUpAt: { not: null, lt: start } };
+      case 'called_today':
+        return { lastContactAt: { gte: start, lt: end } };
+      case 'missed_today':
+        return {
+          nextFollowUpAt: { not: null, lt: end },
+          OR: [{ lastContactAt: null }, { lastContactAt: { lt: start } }],
+        };
+      case 'no_follow_up':
+        return { nextFollowUpAt: null };
+      default:
+        return null;
+    }
+  }
+
+  private createdAtWhere(
+    createdFrom?: string,
+    createdTo?: string,
+  ): Prisma.LeadWhereInput | null {
+    const from = isDayKey(createdFrom) ? tehranDayStart(createdFrom) : null;
+    const to = isDayKey(createdTo)
+      ? tehranDayStart(addDays(createdTo, 1))
+      : null;
+    if (!from && !to) return null;
+    return {
+      createdAt: {
+        ...(from ? { gte: from } : {}),
+        ...(to ? { lt: to } : {}),
+      },
+    };
+  }
+
   async list(
     actor: Actor,
     opts: {
@@ -194,8 +255,12 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       sort?: string;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Promise<PaginatedResponse<LeadDto>> {
     await this.stages.ensureDefaults(actor.organizationId);
@@ -243,7 +308,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
     max = FILTERED_IDS_MAX,
   ): Promise<FilteredIdsResponse> {

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

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

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

@@ -5,6 +5,7 @@ import ExcelJS from 'exceljs';
 import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
+import { invoiceSalesInPeriod } from './invoice-ledger';
 
 function dec(value: Prisma.Decimal | number | string | null | undefined) {
   return new Prisma.Decimal(value ?? 0);
@@ -36,9 +37,15 @@ export class TreasuryOpsService {
   async listPayroll(actor: Actor) {
     const rows = await this.prisma.financialPayroll.findMany({
       where: { organizationId: actor.organizationId },
-      include: { movements: true },
+      include: {
+        movements: {
+          where: { voidedAt: null },
+          include: { account: { select: { name: true } } },
+          orderBy: { occurredAt: 'desc' },
+        },
+      },
       orderBy: { dueDate: 'desc' },
-      take: 100,
+      take: 500,
     });
     const users = await this.prisma.user.findMany({
       where: { id: { in: rows.map((row) => row.userId) } },
@@ -88,7 +95,13 @@ export class TreasuryOpsService {
         notes: input.notes?.trim() || null,
         createdById: actor.userId,
       },
-      include: { movements: true },
+      include: {
+        movements: {
+          where: { voidedAt: null },
+          include: { account: { select: { name: true } } },
+          orderBy: { occurredAt: 'desc' },
+        },
+      },
     });
     const user = await this.prisma.user.findUnique({ where: { id: row.userId }, select: { fullName: true } });
     return this.payrollDto(row, user?.fullName ?? '');
@@ -327,6 +340,8 @@ export class TreasuryOpsService {
     sheet.addRow(['شاخص', 'این دوره', 'دوره قبل']);
     const rows: Array<[string, string, string]> = [
       ['درآمد ثبت‌شده', data.current.bookedIncome, data.previous.bookedIncome],
+      ['فروش فاکتور', data.current.invoiceSales, data.previous.invoiceSales],
+      ['فاکتور برگشتی', data.current.invoiceCredits, data.previous.invoiceCredits],
       ['هزینه ثبت‌شده', data.current.bookedExpense, data.previous.bookedExpense],
       ['سود عملیاتی', data.current.operatingProfit, data.previous.operatingProfit],
       ['ورود وجه', data.current.cashIn, data.previous.cashIn],
@@ -411,10 +426,15 @@ export class TreasuryOpsService {
       amount: money(amount),
       share: bookedExpense.equals(0) ? '0' : amount.div(bookedExpense).mul(100).toFixed(1),
     }));
+    const invoiceSales = await invoiceSalesInPeriod(this.prisma, organizationId, from, to);
     return {
       bookedIncome: money(bookedIncome),
+      invoiceSales: invoiceSales.sales,
+      invoiceCredits: invoiceSales.credits,
       bookedExpense: money(bookedExpense),
-      operatingProfit: money(bookedIncome.minus(bookedExpense)),
+      operatingProfit: money(
+        bookedIncome.plus(invoiceSales.net).minus(bookedExpense),
+      ),
       cashIn: money(cashIn),
       cashOut: money(cashOut),
       cashNet: money(cashIn.minus(cashOut)),
@@ -480,7 +500,13 @@ export class TreasuryOpsService {
       payable: Prisma.Decimal;
       dueDate: Date;
       status: string;
-      movements: Array<{ amount: Prisma.Decimal; voidedAt: Date | null }>;
+      movements: Array<{
+        id: string;
+        amount: Prisma.Decimal;
+        voidedAt: Date | null;
+        occurredAt: Date;
+        account?: { name: string } | null;
+      }>;
     },
     fullName: string,
   ) {
@@ -500,6 +526,14 @@ export class TreasuryOpsService {
       remaining: money(left.isNegative() ? 0 : left),
       dueDate: row.dueDate.toISOString(),
       status: row.status,
+      payments: row.movements
+        .filter((item) => !item.voidedAt)
+        .map((item) => ({
+          id: item.id,
+          amount: money(item.amount),
+          occurredAt: item.occurredAt.toISOString(),
+          accountName: item.account?.name ?? '',
+        })),
     };
   }
 

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

@@ -25,6 +25,7 @@ import { PrismaService } from '../prisma/prisma.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { StorageQuotaService } from '../billing/storage-quota.service';
 import type { Actor } from '../common/record-scope';
+import { loadInvoicePartyPositions, invoiceSalesInPeriod } from './invoice-ledger';
 import { TreasuryReceivablesService } from './treasury-receivables.service';
 
 const INCOME_CATEGORIES = ['فروش خدمات', 'فروش کالا', 'سایر درآمدها'];
@@ -753,7 +754,34 @@ export class TreasuryService {
       current.remaining = current.remaining.plus(rawRemaining);
       buckets.set(key, current);
     }
+
+    const invoiceParties = await loadInvoicePartyPositions(this.prisma, actor.organizationId);
+    for (const party of invoiceParties) {
+      const onDebtorSide = party.net.greaterThan(0);
+      if (kind === 'income' && !onDebtorSide) continue;
+      if (kind === 'expense' && onDebtorSide) continue;
+      const remaining = party.net.abs();
+      const amount = onDebtorSide ? party.billed : Prisma.Decimal.max(party.billed, remaining);
+      const settled = Prisma.Decimal.max(amount.minus(remaining), 0);
+      const current = buckets.get(party.key) ?? {
+        key: party.key,
+        partyKind: party.partyKind,
+        partyName: party.partyName,
+        amount: new Prisma.Decimal(0),
+        settled: new Prisma.Decimal(0),
+        remaining: new Prisma.Decimal(0),
+      };
+      current.amount = current.amount.plus(amount);
+      current.settled = current.settled.plus(settled);
+      current.remaining = current.remaining.plus(remaining);
+      if (!current.partyName || current.partyName === 'بدون طرف حساب') {
+        current.partyName = party.partyName;
+      }
+      buckets.set(party.key, current);
+    }
+
     return [...buckets.values()]
+      .filter((row) => row.remaining.greaterThan(0))
       .sort((a, b) => b.remaining.comparedTo(a.remaining))
       .map((row) => ({
         key: row.key,
@@ -1092,6 +1120,17 @@ export class TreasuryService {
     }
     const bookedIncome = dec(income._sum.amount);
     const bookedExpense = dec(expense._sum.amount);
+    const invoiceSales = await invoiceSalesInPeriod(
+      this.prisma,
+      actor.organizationId,
+      from,
+      to,
+    );
+    const invoiceParties = await loadInvoicePartyPositions(this.prisma, actor.organizationId);
+    for (const party of invoiceParties) {
+      if (party.net.greaterThan(0)) receivables = receivables.plus(party.net);
+      else payables = payables.plus(party.net.abs());
+    }
     const totalBalance = accounts.reduce(
       (sum, account) => sum.plus(account.balance),
       new Prisma.Decimal(0),
@@ -1101,7 +1140,7 @@ export class TreasuryService {
       actualReceipts: money(dec(receipts._sum.amount)),
       bookedExpense: money(bookedExpense),
       actualPayments: money(dec(payments._sum.amount)),
-      operatingProfit: money(bookedIncome.minus(bookedExpense)),
+      operatingProfit: money(bookedIncome.plus(invoiceSales.net).minus(bookedExpense)),
       receivables: money(receivables),
       payables: money(payables),
       totalBalance: money(totalBalance),

apps/web/src/router/index.ts

@@ -330,7 +330,8 @@ export const router = createRouter({
               meta: {
                 roles: ['owner', 'admin'] as UserRole[],
                 treasuryTitle: 'حقوق و دستمزد',
-                treasuryDescription: 'پرداخت حقوق فقط با دسترسی جداگانه حقوق و دستمزد باز است.',
+                treasuryDescription:
+                  'تعیین حقوق، پرداخت یکجا یا چندمرحله‌ای، و گزارش دوره‌ها. پرداخت فقط با دسترسی حقوق و دستمزد باز است.',
               },
             },
             {
@@ -350,7 +351,8 @@ export const router = createRouter({
               meta: {
                 roles: ['owner', 'admin'] as UserRole[],
                 treasuryTitle: 'گزارش مالی',
-                treasuryDescription: 'سود عملیاتی از درآمد و هزینه ثبت‌شده است، نه از خالص وجه.',
+                treasuryDescription:
+                  'سود از درآمد، فروش فاکتور و هزینه است. بدهکاران و بستانکاران مانده فاکتور و اسناد باز را یک‌جا نشان می‌دهند.',
               },
             },
             {

apps/web/src/views/LeadsView.vue

@@ -5,10 +5,12 @@ import axios from 'axios';
 import {
   Alert as AAlert,
   Avatar as AAvatar,
+  Badge as ABadge,
   Button as AButton,
   Card as ACard,
   Checkbox as ACheckbox,
   Col as ACol,
+  Drawer as ADrawer,
   Dropdown as ADropdown,
   Empty as AEmpty,
   Flex as AFlex,
@@ -48,7 +50,6 @@ import {
   PlusOutlined,
   SearchOutlined,
   UnorderedListOutlined,
-  UserOutlined,
 } from '@ant-design/icons-vue';
 import { api } from '@/lib/api';
 import {
@@ -61,6 +62,7 @@ import { canManageSettings } from '@/lib/roles';
 import { canAssignToOthers } from '@/lib/assign-access';
 import { registerTableColumns, useTableColumns } from '@/lib/tableColumns';
 import TableColumnsMenu from '@/components/TableColumnsMenu.vue';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
 import PhoneContactsImport from '@/components/PhoneContactsImport.vue';
 import {
@@ -92,8 +94,25 @@ const isMobile = computed(() => !screens.value.md);
 const PAGE_SIZE = 10;
 
 type SortKey = 'updated' | 'newest' | 'follow_up' | 'last_contact';
+type FollowUpKey =
+  | ''
+  | 'due_today'
+  | 'overdue'
+  | 'called_today'
+  | 'missed_today'
+  | 'no_follow_up';
 type StageTint = 'mint' | 'amber' | 'peach' | 'sky' | 'violet' | 'rose' | 'teal';
 
+const FOLLOW_UP_OPTIONS: Array<{ value: FollowUpKey; label: string }> = [
+  { value: '', label: 'همه پیگیری‌ها' },
+  { value: 'due_today', label: 'قرار امروز' },
+  { value: 'overdue', label: 'عقب‌افتاده' },
+  { value: 'called_today', label: 'امروز تماس گرفته' },
+  { value: 'missed_today', label: 'امروز باید می‌گرفت و نگرفته' },
+  { value: 'no_follow_up', label: 'بدون پیگیری' },
+];
+const UNASSIGNED_VALUE = '__unassigned__';
+
 /** ردیف آمار صفحه لیدها — ترتیب و نام‌ها مطابق طرح */
 const LEAD_STAT_DEFS: Array<{
   label: string;
@@ -162,8 +181,11 @@ const stages = ref<LeadStageDto[]>([]);
 const stats = ref<LeadStatsDto | null>(null);
 const users = ref<OrgUserDto[]>([]);
 const cityOptions = ref<string[]>([]);
+const regionOptions = ref<string[]>([]);
+const tradeOptions = ref<string[]>([]);
 const sourceOptions = ref<string[]>([]);
 const selected = ref<Set<string>>(new Set());
+const moreFiltersOpen = ref(false);
 const sortOpen = ref(false);
 const rowMenuId = ref<string | null>(null);
 const logoMenuId = ref<string | null>(null);
@@ -235,12 +257,70 @@ const assigneeId = computed(() =>
 const cityFilter = computed(() =>
   typeof route.query.city === 'string' ? route.query.city : '',
 );
+const regionFilter = computed(() =>
+  typeof route.query.region === 'string' ? route.query.region : '',
+);
+const tradeFilter = computed(() =>
+  typeof route.query.trade === 'string' ? route.query.trade : '',
+);
 const sourceFilter = computed(() =>
   typeof route.query.source === 'string' ? route.query.source : '',
 );
+const followUpFilter = computed<FollowUpKey>(() => {
+  const value = route.query.followUp;
+  if (
+    value === 'due_today' ||
+    value === 'overdue' ||
+    value === 'called_today' ||
+    value === 'missed_today' ||
+    value === 'no_follow_up'
+  ) {
+    return value;
+  }
+  return '';
+});
+const createdFromFilter = computed(() =>
+  typeof route.query.createdFrom === 'string' ? route.query.createdFrom : '',
+);
+const createdToFilter = computed(() =>
+  typeof route.query.createdTo === 'string' ? route.query.createdTo : '',
+);
 const unassigned = computed(
   () => route.query.unassigned === '1' || route.query.unassigned === 'true',
 );
+const archivedFilter = computed(
+  () => route.query.archived === '1' || route.query.archived === 'true',
+);
+const convertedFilter = computed(
+  () => route.query.converted === '1' || route.query.converted === 'true',
+);
+const assigneeSelectValue = computed(() => {
+  if (unassigned.value) return UNASSIGNED_VALUE;
+  return assigneeId.value || undefined;
+});
+const moreFiltersCount = computed(() =>
+  [
+    cityFilter.value,
+    regionFilter.value,
+    tradeFilter.value,
+    sourceFilter.value,
+    createdFromFilter.value,
+    createdToFilter.value,
+    archivedFilter.value ? '1' : '',
+    convertedFilter.value ? '1' : '',
+  ].filter(Boolean).length,
+);
+/** در موبایل مرتب‌سازی و مسئول و پیگیری هم داخل کشو هستند. */
+const mobileFilterBadgeCount = computed(() => {
+  const extra = isMobile.value
+    ? [
+        sort.value !== 'updated' ? '1' : '',
+        assigneeSelectValue.value ? '1' : '',
+        followUpFilter.value,
+      ].filter(Boolean).length
+    : 0;
+  return moreFiltersCount.value + extra;
+});
 
 const total = computed(() => data.value?.total ?? 0);
 const pageCount = computed(() => Math.max(1, Math.ceil(total.value / PAGE_SIZE)));
@@ -514,14 +594,79 @@ function setStageFilter(id: string) {
   patchQuery({ stageId: id || undefined, page: undefined });
 }
 
+function setAssigneeFilter(value: string | undefined) {
+  if (value === UNASSIGNED_VALUE) {
+    patchQuery({ assigneeId: undefined, unassigned: '1', page: undefined });
+    return;
+  }
+  patchQuery({
+    assigneeId: value || undefined,
+    unassigned: undefined,
+    page: undefined,
+  });
+}
+
+function setFollowUpFilter(value: string | undefined) {
+  patchQuery({
+    followUp: value || undefined,
+    page: undefined,
+  });
+}
+
 function setCityFilter(value: string) {
   patchQuery({ city: value || undefined, page: undefined });
 }
 
+function setRegionFilter(value: string) {
+  patchQuery({ region: value || undefined, page: undefined });
+}
+
+function setTradeFilter(value: string) {
+  patchQuery({ trade: value || undefined, page: undefined });
+}
+
 function setSourceFilter(value: string) {
   patchQuery({ source: value || undefined, page: undefined });
 }
 
+function setCreatedFromFilter(value: string) {
+  patchQuery({ createdFrom: value || undefined, page: undefined });
+}
+
+function setCreatedToFilter(value: string) {
+  patchQuery({ createdTo: value || undefined, page: undefined });
+}
+
+function setArchivedFilter(checked: boolean) {
+  patchQuery({ archived: checked ? '1' : undefined, page: undefined });
+}
+
+function setConvertedFilter(checked: boolean) {
+  patchQuery({ converted: checked ? '1' : undefined, page: undefined });
+}
+
+function clearMoreFilters() {
+  patchQuery({
+    city: undefined,
+    region: undefined,
+    trade: undefined,
+    source: undefined,
+    createdFrom: undefined,
+    createdTo: undefined,
+    archived: undefined,
+    converted: undefined,
+    ...(isMobile.value
+      ? {
+          sort: undefined,
+          assigneeId: undefined,
+          unassigned: undefined,
+          followUp: undefined,
+        }
+      : {}),
+    page: undefined,
+  });
+}
+
 function setPage(next: number) {
   if (next < 1 || next > pageCount.value) return;
   patchQuery({ page: next === 1 ? undefined : String(next) });
@@ -594,12 +739,18 @@ function onCardClick(lead: LeadDto) {
 
 function mergeFacets(items: LeadDto[]) {
   const cities = new Set(cityOptions.value);
+  const regions = new Set(regionOptions.value);
+  const trades = new Set(tradeOptions.value);
   const sources = new Set(sourceOptions.value);
   for (const lead of items) {
     if (lead.city?.trim()) cities.add(lead.city.trim());
+    if (lead.region?.trim()) regions.add(lead.region.trim());
+    if (lead.trade?.trim()) trades.add(lead.trade.trim());
     if (lead.source?.trim()) sources.add(lead.source.trim());
   }
   cityOptions.value = [...cities].sort((a, b) => a.localeCompare(b, 'fa'));
+  regionOptions.value = [...regions].sort((a, b) => a.localeCompare(b, 'fa'));
+  tradeOptions.value = [...trades].sort((a, b) => a.localeCompare(b, 'fa'));
   sourceOptions.value = [...sources].sort((a, b) => a.localeCompare(b, 'fa'));
 }
 
@@ -631,8 +782,15 @@ async function load() {
         stageId: stageId.value || undefined,
         assigneeId: assigneeId.value || undefined,
         city: cityFilter.value || undefined,
+        region: regionFilter.value || undefined,
+        trade: tradeFilter.value || undefined,
         source: sourceFilter.value || undefined,
         unassigned: unassigned.value ? '1' : undefined,
+        archived: archivedFilter.value ? '1' : undefined,
+        converted: convertedFilter.value ? '1' : undefined,
+        followUp: followUpFilter.value || undefined,
+        createdFrom: createdFromFilter.value || undefined,
+        createdTo: createdToFilter.value || undefined,
       },
     });
     data.value = res;
@@ -1114,8 +1272,15 @@ watch(
     route.query.stageId,
     route.query.assigneeId,
     route.query.city,
+    route.query.region,
+    route.query.trade,
     route.query.source,
     route.query.unassigned,
+    route.query.archived,
+    route.query.converted,
+    route.query.followUp,
+    route.query.createdFrom,
+    route.query.createdTo,
   ],
   () => {
     q.value = typeof route.query.q === 'string' ? route.query.q : '';
@@ -1181,176 +1346,370 @@ onBeforeUnmount(() => {
 </script>
 
 <template>
-  <a-row :gutter="[24, 24]" @click="closePopups">
+  <a-row :gutter="[16, 16]" @click="closePopups">
     <a-col :span="24">
       <a-flex justify="space-between" align="center" wrap="wrap" :gap="token.marginSM">
-        <div>
-          <a-typography-title :level="3" :style="{ margin: 0 }">لیدها</a-typography-title>
-          <a-typography-text type="secondary">
-            مدیریت و پیگیری تمام لیدهای ورودی
-          </a-typography-text>
-        </div>
+        <a-typography-title :level="3" :style="{ margin: 0 }">لیدها</a-typography-title>
         <a-space :size="8" wrap>
-          <a-button :disabled="busy" :loading="pageBusy && busyMessage.includes('خروجی')" @click.stop="exportExcel">
-            <template #icon><ExportOutlined /></template>
-            خروجی اکسل
-          </a-button>
-          <ExcelImportFlow
-            preview-path="/leads/import/preview"
-            import-path="/leads/import/file"
-            :disabled="busy"
-            @start="onExcelImportStart"
-            @done="onExcelImportDone"
-            @fail="onExcelImportFail"
-            @settled="onExcelImportSettled"
-          >
-            <template #default="{ loading: excelLoading }">
-              <a-button :disabled="busy" :loading="excelLoading">
-                <template #icon><FileExcelOutlined /></template>
-                ورود از اکسل
+          <template v-if="isMobile">
+            <a-dropdown :trigger="['click']" placement="bottomLeft">
+              <a-button :disabled="busy">
+                <template #icon><MoreOutlined /></template>
+                بیشتر
               </a-button>
-            </template>
-          </ExcelImportFlow>
-          <PhoneContactsImport
-            target="leads"
-            :disabled="busy"
-            @start="onPhoneImportStart"
-            @done="onPhoneImportDone"
-            @fail="onPhoneImportFail"
-            @settled="onPhoneImportSettled"
-          >
-            <a-button :disabled="busy">
-              <template #icon><PhoneOutlined /></template>
-              از مخاطبین گوشی
+              <template #overlay>
+                <a-menu>
+                  <a-menu-item
+                    key="export"
+                    :disabled="busy || (pageBusy && busyMessage.includes('خروجی'))"
+                    @click="exportExcel"
+                  >
+                    <ExportOutlined />
+                    خروجی اکسل
+                  </a-menu-item>
+                  <a-menu-item key="excel" :disabled="busy">
+                    <ExcelImportFlow
+                      preview-path="/leads/import/preview"
+                      import-path="/leads/import/file"
+                      :disabled="busy"
+                      @start="onExcelImportStart"
+                      @done="onExcelImportDone"
+                      @fail="onExcelImportFail"
+                      @settled="onExcelImportSettled"
+                    >
+                      <template #default="{ loading: excelLoading }">
+                        <a-flex align="center" :gap="8" :style="{ opacity: excelLoading ? 0.6 : 1 }">
+                          <FileExcelOutlined />
+                          ورود از اکسل
+                        </a-flex>
+                      </template>
+                    </ExcelImportFlow>
+                  </a-menu-item>
+                  <a-menu-item key="phone" :disabled="busy">
+                    <PhoneContactsImport
+                      target="leads"
+                      :disabled="busy"
+                      @start="onPhoneImportStart"
+                      @done="onPhoneImportDone"
+                      @fail="onPhoneImportFail"
+                      @settled="onPhoneImportSettled"
+                    >
+                      <a-flex align="center" :gap="8">
+                        <PhoneOutlined />
+                        از مخاطبین گوشی
+                      </a-flex>
+                    </PhoneContactsImport>
+                  </a-menu-item>
+                </a-menu>
+              </template>
+            </a-dropdown>
+          </template>
+          <template v-else>
+            <a-button :disabled="busy" :loading="pageBusy && busyMessage.includes('خروجی')" @click.stop="exportExcel">
+              <template #icon><ExportOutlined /></template>
+              خروجی اکسل
             </a-button>
-          </PhoneContactsImport>
+            <ExcelImportFlow
+              preview-path="/leads/import/preview"
+              import-path="/leads/import/file"
+              :disabled="busy"
+              @start="onExcelImportStart"
+              @done="onExcelImportDone"
+              @fail="onExcelImportFail"
+              @settled="onExcelImportSettled"
+            >
+              <template #default="{ loading: excelLoading }">
+                <a-button :disabled="busy" :loading="excelLoading">
+                  <template #icon><FileExcelOutlined /></template>
+                  ورود از اکسل
+                </a-button>
+              </template>
+            </ExcelImportFlow>
+            <PhoneContactsImport
+              target="leads"
+              :disabled="busy"
+              @start="onPhoneImportStart"
+              @done="onPhoneImportDone"
+              @fail="onPhoneImportFail"
+              @settled="onPhoneImportSettled"
+            >
+              <a-button :disabled="busy">
+                <template #icon><PhoneOutlined /></template>
+                از مخاطبین گوشی
+              </a-button>
+            </PhoneContactsImport>
+          </template>
+          <a-radio-group
+            v-if="isMobile"
+            value="list"
+            button-style="solid"
+            @change="(e: any) => { if (e?.target?.value === 'board') void router.push({ name: 'leads-board' }) }"
+          >
+            <a-radio-button value="list">
+              <UnorderedListOutlined />
+            </a-radio-button>
+            <a-radio-button value="board">
+              <AppstoreOutlined />
+            </a-radio-button>
+          </a-radio-group>
           <a-button type="primary" @click.stop="openCreate">
             <template #icon><PlusOutlined /></template>
-            لید جدید
+            {{ isMobile ? 'جدید' : 'لید جدید' }}
           </a-button>
         </a-space>
       </a-flex>
     </a-col>
 
-    <a-col :span="24">
-      <a-row :gutter="[12, 12]">
-        <a-col :xs="12" :sm="8" :md="4">
-          <a-card
-            :bordered="true"
-            hoverable
-            :style="{
-              borderColor: !stageId ? token.colorPrimary : undefined,
-              cursor: 'pointer',
-            }"
-            @click="setStageFilter('')"
-          >
-            <a-flex align="center" :gap="12">
-              <a-avatar :style="{ background: token.colorPrimaryBg, color: token.colorPrimary }">
-                <template #icon><UserOutlined /></template>
-              </a-avatar>
-              <div>
-                <a-typography-text type="secondary">همه لیدها</a-typography-text>
-                <div>
-                  <a-typography-text strong>{{ formatCount(totalLeadsCount) }}</a-typography-text>
-                </div>
-              </div>
-            </a-flex>
-          </a-card>
-        </a-col>
-        <a-col
-          v-for="card in stageCards"
-          :key="card.key"
-          :xs="12"
-          :sm="8"
-          :md="4"
-        >
-          <a-card
-            :bordered="true"
-            hoverable
-            :style="{
-              borderColor: isStatActive(card) ? token.colorPrimary : undefined,
-              cursor: card.stageId ? 'pointer' : 'not-allowed',
-              opacity: card.stageId ? 1 : 0.55,
-            }"
-            @click="card.stageId && selectStatCard(card)"
-          >
-            <a-typography-text type="secondary">{{ card.label }}</a-typography-text>
-            <div>
-              <a-typography-text strong>{{ formatCount(card.count) }}</a-typography-text>
-            </div>
-          </a-card>
-        </a-col>
-      </a-row>
-    </a-col>
-
     <a-col :span="24" @click.stop>
       <a-card :bordered="true">
-        <a-flex justify="space-between" align="center" wrap="wrap" :gap="12">
-          <a-flex align="center" wrap="wrap" :gap="8" flex="1 1 auto">
+        <a-flex vertical :gap="12">
+          <a-flex v-if="!isMobile" justify="space-between" align="center" wrap="wrap" :gap="8">
+            <a-flex wrap="wrap" :gap="8" align="center" flex="1 1 auto">
+              <a-button :type="!stageId ? 'primary' : 'default'" @click="setStageFilter('')">
+                همه لیدها
+                <a-typography-text
+                  :type="!stageId ? undefined : 'secondary'"
+                  :style="{ color: !stageId ? 'inherit' : undefined, marginInlineStart: '6px' }"
+                >
+                  {{ formatCount(totalLeadsCount) }}
+                </a-typography-text>
+              </a-button>
+              <a-button
+                v-for="card in stageCards"
+                :key="card.key"
+                :type="isStatActive(card) ? 'primary' : 'default'"
+                :disabled="!card.stageId"
+                @click="selectStatCard(card)"
+              >
+                {{ card.label }}
+                <a-typography-text
+                  :type="isStatActive(card) ? undefined : 'secondary'"
+                  :style="{ color: isStatActive(card) ? 'inherit' : undefined, marginInlineStart: '6px' }"
+                >
+                  {{ formatCount(card.count) }}
+                </a-typography-text>
+              </a-button>
+            </a-flex>
             <a-space :size="8">
-              <FilterOutlined />
-              <a-typography-text strong>فیلترها</a-typography-text>
+              <TableColumnsMenu table-key="leads" align="end" />
+              <a-radio-group
+                value="list"
+                button-style="solid"
+                @change="(e: any) => { if (e?.target?.value === 'board') void router.push({ name: 'leads-board' }) }"
+              >
+                <a-radio-button value="list">
+                  <UnorderedListOutlined />
+                </a-radio-button>
+                <a-radio-button value="board">
+                  <AppstoreOutlined />
+                </a-radio-button>
+              </a-radio-group>
             </a-space>
-            <a-select
-              :value="sort"
-              style="width: 11rem"
-              :options="Object.entries(sortLabels).map(([value, label]) => ({ value, label }))"
-              @update:value="(v) => setSort(String(v ?? 'updated') as SortKey)"
-            />
+          </a-flex>
+
+          <a-flex v-if="isMobile" vertical :gap="8">
             <a-input-search
               v-model:value="q"
               allow-clear
-              placeholder="جستجو..."
-              enter-button="جستجو"
-              style="width: 16rem; max-width: 100%"
+              placeholder="جستجو نام، موبایل، شهر…"
+              style="width: 100%"
               @search="onSearch"
             >
-              <template #prefix><SearchOutlined /></template>
+              <template #enterButton>
+                <a-button type="primary">
+                  <template #icon><SearchOutlined /></template>
+                </a-button>
+              </template>
             </a-input-search>
-            <a-select
-              :value="cityFilter || undefined"
+            <a-badge
+              :count="mobileFilterBadgeCount"
+              :offset="[-2, 2]"
+              :style="{ width: '100%', display: 'block' }"
+            >
+              <a-button block @click="moreFiltersOpen = true">
+                <template #icon><FilterOutlined /></template>
+                فیلترها
+              </a-button>
+            </a-badge>
+          </a-flex>
+          <a-flex v-else align="center" wrap="wrap" :gap="8">
+            <a-input-search
+              v-model:value="q"
               allow-clear
-              placeholder="همه مناطق"
-              style="width: 9.5rem"
-              :options="cityOptions.map((c) => ({ value: c, label: c }))"
-              @update:value="(v) => setCityFilter(v == null ? '' : String(v))"
+              placeholder="جستجو نام، موبایل، شهر…"
+              style="width: 15rem; max-width: 100%"
+              @search="onSearch"
+            >
+              <template #enterButton>
+                <a-button type="primary">
+                  <template #icon><SearchOutlined /></template>
+                </a-button>
+              </template>
+            </a-input-search>
+            <a-badge :count="mobileFilterBadgeCount" :offset="[-2, 2]">
+              <a-button @click="moreFiltersOpen = true">
+                <template #icon><FilterOutlined /></template>
+                فیلترها
+              </a-button>
+            </a-badge>
+            <a-select
+              :value="sort"
+              style="width: 10rem"
+              :options="Object.entries(sortLabels).map(([value, label]) => ({ value, label }))"
+              @update:value="(v) => setSort(String(v ?? 'updated') as SortKey)"
             />
             <a-select
-              :value="sourceFilter || undefined"
+              :value="assigneeSelectValue"
               allow-clear
-              placeholder="همه منابع"
-              style="width: 9.5rem"
-              :options="sourceOptions.map((s) => ({ value: s, label: s }))"
-              @update:value="(v) => setSourceFilter(v == null ? '' : String(v))"
+              show-search
+              option-filter-prop="label"
+              placeholder="مسئول"
+              style="width: 10rem"
+              :options="[
+                { value: UNASSIGNED_VALUE, label: 'بدون مسئول' },
+                ...users.map((u) => ({ value: u.id, label: u.fullName })),
+              ]"
+              @update:value="(v) => setAssigneeFilter(v == null ? undefined : String(v))"
             />
             <a-select
-              :value="stageId || undefined"
+              :value="followUpFilter || undefined"
               allow-clear
-              placeholder="همه وضعیت"
-              style="width: 9.5rem"
-              :options="stages.map((s) => ({ value: s.id, label: s.name }))"
-              @update:value="(v) => setStageFilter(v == null ? '' : String(v))"
+              placeholder="پیگیری"
+              style="width: 13rem"
+              :options="FOLLOW_UP_OPTIONS.filter((o) => o.value).map((o) => ({ value: o.value, label: o.label }))"
+              @update:value="(v) => setFollowUpFilter(v == null ? undefined : String(v))"
             />
           </a-flex>
-          <a-space :size="8">
-            <TableColumnsMenu table-key="leads" align="end" />
-            <a-radio-group
-              value="list"
-              button-style="solid"
-              @change="(e: any) => { if (e?.target?.value === 'board') void router.push({ name: 'leads-board' }) }"
-            >
-              <a-radio-button value="list">
-                <UnorderedListOutlined />
-              </a-radio-button>
-              <a-radio-button value="board">
-                <AppstoreOutlined />
-              </a-radio-button>
-            </a-radio-group>
-          </a-space>
         </a-flex>
       </a-card>
     </a-col>
 
+    <a-drawer
+      v-model:open="moreFiltersOpen"
+      :title="isMobile ? 'فیلترها' : 'فیلترهای بیشتر'"
+      placement="left"
+      :width="isMobile ? '100%' : 380"
+      :destroy-on-close="false"
+    >
+      <a-form layout="vertical">
+        <template v-if="isMobile">
+          <a-form-item label="مرتب‌سازی">
+            <a-select
+              :value="sort"
+              style="width: 100%"
+              :options="Object.entries(sortLabels).map(([value, label]) => ({ value, label }))"
+              @update:value="(v) => setSort(String(v ?? 'updated') as SortKey)"
+            />
+          </a-form-item>
+          <a-form-item label="مسئول">
+            <a-select
+              :value="assigneeSelectValue"
+              allow-clear
+              show-search
+              option-filter-prop="label"
+              placeholder="همه مسئولان"
+              style="width: 100%"
+              :options="[
+                { value: UNASSIGNED_VALUE, label: 'بدون مسئول' },
+                ...users.map((u) => ({ value: u.id, label: u.fullName })),
+              ]"
+              @update:value="(v) => setAssigneeFilter(v == null ? undefined : String(v))"
+            />
+          </a-form-item>
+          <a-form-item label="پیگیری">
+            <a-select
+              :value="followUpFilter || undefined"
+              allow-clear
+              placeholder="همه پیگیری‌ها"
+              style="width: 100%"
+              :options="FOLLOW_UP_OPTIONS.filter((o) => o.value).map((o) => ({ value: o.value, label: o.label }))"
+              @update:value="(v) => setFollowUpFilter(v == null ? undefined : String(v))"
+            />
+          </a-form-item>
+        </template>
+        <a-form-item label="شهر">
+          <a-select
+            :value="cityFilter || undefined"
+            allow-clear
+            show-search
+            placeholder="همه شهرها"
+            :options="cityOptions.map((c) => ({ value: c, label: c }))"
+            @update:value="(v) => setCityFilter(v == null ? '' : String(v))"
+          />
+        </a-form-item>
+        <a-form-item label="منطقه">
+          <a-select
+            :value="regionFilter || undefined"
+            allow-clear
+            show-search
+            placeholder="همه مناطق"
+            :options="regionOptions.map((r) => ({ value: r, label: r }))"
+            @update:value="(v) => setRegionFilter(v == null ? '' : String(v))"
+          />
+        </a-form-item>
+        <a-form-item label="صنف">
+          <a-select
+            :value="tradeFilter || undefined"
+            allow-clear
+            show-search
+            placeholder="همه اصناف"
+            :options="tradeOptions.map((t) => ({ value: t, label: t }))"
+            @update:value="(v) => setTradeFilter(v == null ? '' : String(v))"
+          />
+        </a-form-item>
+        <a-form-item label="منبع">
+          <a-select
+            :value="sourceFilter || undefined"
+            allow-clear
+            show-search
+            placeholder="همه منابع"
+            :options="sourceOptions.map((s) => ({ value: s, label: s }))"
+            @update:value="(v) => setSourceFilter(v == null ? '' : String(v))"
+          />
+        </a-form-item>
+        <a-form-item label="از تاریخ ثبت">
+          <JalaliDateInput
+            :model-value="createdFromFilter"
+            placeholder="از تاریخ"
+            @update:model-value="setCreatedFromFilter"
+          />
+        </a-form-item>
+        <a-form-item label="تا تاریخ ثبت">
+          <JalaliDateInput
+            :model-value="createdToFilter"
+            placeholder="تا تاریخ"
+            @update:model-value="setCreatedToFilter"
+          />
+        </a-form-item>
+        <a-form-item>
+          <a-checkbox
+            :checked="convertedFilter"
+            @update:checked="setConvertedFilter"
+          >
+            فقط تبدیل‌شده‌ها
+          </a-checkbox>
+        </a-form-item>
+        <a-form-item>
+          <a-checkbox
+            :checked="archivedFilter"
+            @update:checked="setArchivedFilter"
+          >
+            فقط بایگانی‌شده‌ها
+          </a-checkbox>
+        </a-form-item>
+      </a-form>
+      <template #footer>
+        <a-space>
+          <a-button :disabled="!mobileFilterBadgeCount" @click="clearMoreFilters">
+            پاک کردن
+          </a-button>
+          <a-button type="primary" @click="moreFiltersOpen = false">
+            بستن
+          </a-button>
+        </a-space>
+      </template>
+    </a-drawer>
+
     <a-col v-if="selectedIds.length" :span="24" @click.stop>
       <a-card :bordered="false" :style="{ background: token.colorPrimaryBg }">
         <a-space :size="8" wrap>

apps/web/src/views/NotesView.vue

@@ -10,6 +10,7 @@ import NoteCategoriesManager from '@/components/notes/NoteCategoriesManager.vue'
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import VoiceToTextButton from '@/components/VoiceToTextButton.vue';
 import UiIcon from '@/components/UiIcon.vue';
+import { UiDropdownMenu } from '@/components/ui';
 import { appendSpokenText } from '@/lib/spoken-text';
 import { canManageSettings } from '@/lib/roles';
 import { useAuthStore } from '@/stores/auth';
@@ -721,7 +722,7 @@ function syncMobileFlag() {
 
 function onDocClick(ev: MouseEvent) {
   const t = ev.target as HTMLElement | null;
-  if (!t?.closest?.('.card-menu')) menuOpenId.value = null;
+  if (!t?.closest?.('.card-menu, .ui-dd-panel')) menuOpenId.value = null;
 }
 
 watch(typeFilter, () => {
@@ -962,27 +963,34 @@ onBeforeUnmount(() => {
             </svg>
           </span>
           <div class="card-menu" @click.stop>
-            <button
-              type="button"
-              class="icon-btn menu-btn"
-              @click="menuOpenId = menuOpenId === note.id ? null : note.id"
+            <UiDropdownMenu
+              :open="menuOpenId === note.id"
+              align="end"
+              @update:open="(v) => (menuOpenId = v ? note.id : null)"
             >
-              <UiIcon name="dots-v" :size="18" />
-            </button>
-            <div v-if="menuOpenId === note.id" class="menu-pop">
-              <button type="button" @click="openEditor('default', note)">ویرایش</button>
-              <button type="button" @click="togglePin(note.id)">
+              <template #trigger="{ toggle }">
+                <button
+                  type="button"
+                  class="icon-btn menu-btn"
+                  aria-label="عملیات"
+                  @click.stop="toggle"
+                >
+                  <UiIcon name="dots-v" :size="18" />
+                </button>
+              </template>
+              <button type="button" @click.stop="openEditor('default', note)">ویرایش</button>
+              <button type="button" @click.stop="togglePin(note.id)">
                 {{ note.pinned ? 'برداشتن سنجاق' : 'سنجاق کردن' }}
               </button>
               <button
                 v-if="(note.revisionCount ?? 0) > 0"
                 type="button"
-                @click="openHistory(note)"
+                @click.stop="openHistory(note)"
               >
                 تاریخچه ویرایش
               </button>
-              <button type="button" class="danger" @click="removeNote(note.id)">حذف</button>
-            </div>
+              <button type="button" class="danger" @click.stop="removeNote(note.id)">حذف</button>
+            </UiDropdownMenu>
           </div>
         </div>
 
@@ -1893,36 +1901,6 @@ onBeforeUnmount(() => {
   position: relative;
   margin-inline-start: auto;
 }
-.menu-pop {
-  position: absolute;
-  inset-inline-end: 0;
-  top: 100%;
-  z-index: 5;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-  border-radius: var(--radius);
-  box-shadow: var(--shadow);
-  min-width: 140px;
-  padding: 0.25rem;
-  display: flex;
-  flex-direction: column;
-}
-.menu-pop button {
-  border: 0;
-  background: transparent;
-  text-align: start;
-  padding: 0.45rem 0.65rem;
-  border-radius: var(--radius);
-  cursor: pointer;
-  font-size: 0.85rem;
-  color: #334155;
-}
-.menu-pop button:hover {
-  background: #f8fafc;
-}
-.menu-pop .danger {
-  color: #dc2626;
-}
 
 .card-title {
   margin: 0 0 0.35rem;

apps/web/src/views/ProductsSettingsView.vue

@@ -411,25 +411,25 @@ onMounted(load);
               </td>
               <td class="ops" @click.stop>
                 <UiDropdownMenu
-                  :open="menuId === p.id"
+                  :open="menuId === `d:${p.id}`"
                   align="end"
-                  @update:open="(v) => (menuId = v ? p.id : null)"
+                  @update:open="(v) => (menuId = v ? `d:${p.id}` : null)"
                 >
                   <template #trigger="{ toggle }">
                     <button
                       type="button"
-                      class="icon-btn"
+                      class="more"
                       aria-label="عملیات"
                       @click.stop="toggle"
                     >
-                      <UiIcon name="dots" :size="16" />
+                      <UiIcon name="dots-v" :size="16" />
                     </button>
                   </template>
-                  <button type="button" @click="goEdit(p.id)">ویرایش</button>
-                  <button type="button" @click="toggleActive(p)">
+                  <button type="button" @click.stop="goEdit(p.id)">ویرایش</button>
+                  <button type="button" @click.stop="toggleActive(p)">
                     {{ p.isActive ? 'غیرفعال کردن' : 'فعال کردن' }}
                   </button>
-                  <button type="button" class="danger" @click="removeProduct(p)">حذف</button>
+                  <button type="button" class="danger" @click.stop="removeProduct(p)">حذف</button>
                 </UiDropdownMenu>
               </td>
             </tr>
@@ -460,25 +460,25 @@ onMounted(load);
           </div>
           <div class="mob-side">
             <UiDropdownMenu
-              :open="menuId === p.id"
+              :open="menuId === `m:${p.id}`"
               align="end"
-              @update:open="(v) => (menuId = v ? p.id : null)"
+              @update:open="(v) => (menuId = v ? `m:${p.id}` : null)"
             >
               <template #trigger="{ toggle }">
                 <button
                   type="button"
-                  class="icon-btn"
+                  class="more"
                   aria-label="عملیات"
                   @click.stop="toggle"
                 >
                   <UiIcon name="dots-v" :size="16" />
                 </button>
               </template>
-              <button type="button" @click="goEdit(p.id)">ویرایش</button>
-              <button type="button" @click="toggleActive(p)">
+              <button type="button" @click.stop="goEdit(p.id)">ویرایش</button>
+              <button type="button" @click.stop="toggleActive(p)">
                 {{ p.isActive ? 'غیرفعال کردن' : 'فعال کردن' }}
               </button>
-              <button type="button" class="danger" @click="removeProduct(p)">حذف</button>
+              <button type="button" class="danger" @click.stop="removeProduct(p)">حذف</button>
             </UiDropdownMenu>
             <UiBadge :variant="p.isActive ? 'success' : 'neutral'" size="sm" dot>
               {{ p.isActive ? 'فعال' : 'غیرفعال' }}
@@ -680,6 +680,22 @@ tr:last-child td {
 .ops {
   width: 64px;
 }
+.more {
+  width: 32px;
+  height: 32px;
+  border: 0;
+  background: none;
+  color: #94a3b8;
+  border-radius: var(--radius);
+  display: grid;
+  place-items: center;
+  cursor: pointer;
+  padding: 0;
+}
+.more:hover {
+  background: var(--accent-soft);
+  color: var(--accent);
+}
 .mob-list {
   display: none;
   gap: 0.65rem;

apps/web/src/views/VoipSettingsView.vue

@@ -20,12 +20,20 @@ import {
 import UiIcon from '@/components/UiIcon.vue';
 import { formatJalaliNumeric, rewriteGregorianDates, toFaDigits } from '@/lib/jalali';
 
+type TabKey = 'generic' | 'daftareshoma';
+
 const loading = ref(false);
 const saving = ref(false);
 const error = ref('');
 const ok = ref('');
 const items = ref<VoipConnectionDto[]>([]);
 const calls = ref<VoipCallLogDto[]>([]);
+const tab = ref<TabKey>('daftareshoma');
+const callFilters = reactive({
+  direction: '',
+  status: '',
+  lineExtension: '',
+});
 
 const form = reactive({
   label: 'سانترال اصلی',
@@ -34,12 +42,44 @@ const form = reactive({
   enabled: true,
 });
 
-const webhookUrl = computed(() => {
-  if (!items.value[0]) return '';
-  const origin = typeof window !== 'undefined' ? window.location.origin : '';
-  return `${origin}/api/public/integrations/voip/${items.value[0].id}/webhook`;
+const daftaForm = reactive({
+  label: 'دفتر شما',
+  apiToken: '',
+  fromNumber: '',
+  callerExtension: '',
+  enabled: true,
 });
 
+const genericItems = computed(() =>
+  items.value.filter((c) => c.provider !== 'daftareshoma'),
+);
+const daftaItems = computed(() =>
+  items.value.filter((c) => c.provider === 'daftareshoma'),
+);
+
+const activeDafta = computed(() => daftaItems.value[0] ?? null);
+
+const knownLines = ref<string[]>([]);
+const lineOptions = computed(() => {
+  const set = new Set(knownLines.value);
+  for (const c of calls.value) {
+    if (c.lineExtension) set.add(c.lineExtension);
+  }
+  if (callFilters.lineExtension) set.add(callFilters.lineExtension);
+  return [...set].sort();
+});
+
+const webhookUrlFor = (id: string | undefined) => {
+  if (!id) return '';
+  const origin = typeof window !== 'undefined' ? window.location.origin : '';
+  return `${origin}/api/public/integrations/voip/${id}/webhook`;
+};
+
+const genericWebhookUrl = computed(() =>
+  webhookUrlFor(genericItems.value[0]?.id),
+);
+const daftaWebhookUrl = computed(() => webhookUrlFor(activeDafta.value?.id));
+
 const statusLabel: Record<string, string> = {
   ringing: 'زنگ',
   answered: 'پاسخ',
@@ -63,16 +103,32 @@ function noteLink(c: VoipCallLogDto): string | null {
   return '/notes';
 }
 
+async function loadCalls() {
+  const params: Record<string, string> = {};
+  if (callFilters.direction) params.direction = callFilters.direction;
+  if (callFilters.status) params.status = callFilters.status;
+  if (callFilters.lineExtension) params.lineExtension = callFilters.lineExtension;
+  const callRes = await api.get<VoipCallLogDto[]>('/integrations/voip/calls', {
+    params,
+  });
+  calls.value = callRes.data;
+  const merged = new Set(knownLines.value);
+  for (const c of callRes.data) {
+    if (c.lineExtension) merged.add(c.lineExtension);
+  }
+  knownLines.value = [...merged].sort();
+}
+
 async function load() {
   loading.value = true;
   error.value = '';
   try {
-    const [connRes, callRes] = await Promise.all([
+    const [connRes] = await Promise.all([
       api.get<VoipConnectionDto[]>('/integrations/voip/connections'),
-      api.get<VoipCallLogDto[]>('/integrations/voip/calls'),
+      loadCalls(),
     ]);
     items.value = connRes.data;
-    calls.value = callRes.data;
+    fillDaftaFromActive();
   } catch (e) {
     if (axios.isAxiosError(e) && e.response?.status === 403) {
       error.value = 'ماژول تلفن سازمانی برای این محیط فعال نیست.';
@@ -84,16 +140,30 @@ async function load() {
   }
 }
 
-async function create() {
+async function applyCallFilters() {
+  loading.value = true;
+  error.value = '';
+  try {
+    await loadCalls();
+  } catch {
+    error.value = 'فیلتر تماس‌ها ناموفق بود.';
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function createGeneric() {
   if (!form.label.trim()) {
     error.value = 'نام اتصال را وارد کنید.';
     return;
   }
   saving.value = true;
   error.value = '';
+  ok.value = '';
   try {
     const payload: CreateVoipConnectionRequest = {
       label: form.label.trim(),
+      provider: 'generic',
       webhookSecret: form.webhookSecret.trim() || undefined,
       clickToCallUrl: form.clickToCallUrl.trim() || null,
       enabled: form.enabled,
@@ -111,6 +181,65 @@ async function create() {
   }
 }
 
+async function saveDafta() {
+  if (!daftaForm.label.trim()) {
+    error.value = 'نام اتصال را وارد کنید.';
+    return;
+  }
+  if (!activeDafta.value && !daftaForm.apiToken.trim()) {
+    error.value = 'توکن API دفتر شما را وارد کنید.';
+    return;
+  }
+  saving.value = true;
+  error.value = '';
+  ok.value = '';
+  try {
+    if (activeDafta.value) {
+      await api.patch(`/integrations/voip/connections/${activeDafta.value.id}`, {
+        label: daftaForm.label.trim(),
+        fromNumber: daftaForm.fromNumber.trim() || null,
+        callerExtension: daftaForm.callerExtension.trim() || null,
+        enabled: daftaForm.enabled,
+        ...(daftaForm.apiToken.trim()
+          ? { apiToken: daftaForm.apiToken.trim() }
+          : {}),
+      });
+      daftaForm.apiToken = '';
+      ok.value = 'اتصال دفتر شما بروزرسانی شد.';
+    } else {
+      const payload: CreateVoipConnectionRequest = {
+        label: daftaForm.label.trim(),
+        provider: 'daftareshoma',
+        apiToken: daftaForm.apiToken.trim(),
+        fromNumber: daftaForm.fromNumber.trim() || null,
+        callerExtension: daftaForm.callerExtension.trim() || null,
+        enabled: daftaForm.enabled,
+      };
+      await api.post('/integrations/voip/connections', payload);
+      daftaForm.apiToken = '';
+      ok.value =
+        'اتصال دفتر شما ذخیره شد. آدرس وب‌هوک را در پرتال دفتر شما ثبت کنید.';
+    }
+    await load();
+  } catch (e) {
+    error.value = axios.isAxiosError(e)
+      ? String((e.response?.data as { message?: string })?.message ?? 'ذخیره ناموفق بود.')
+      : 'ذخیره ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+function fillDaftaFromActive() {
+  const c = activeDafta.value;
+  if (!c) return;
+  daftaForm.label = c.label;
+  daftaForm.fromNumber = c.fromNumber ?? '';
+  daftaForm.callerExtension = c.callerExtension ?? '';
+  daftaForm.enabled = c.enabled;
+  daftaForm.apiToken = '';
+}
+
 async function remove(id: string) {
   if (!confirm('این اتصال حذف شود؟')) return;
   try {
@@ -121,18 +250,19 @@ async function remove(id: string) {
   }
 }
 
-async function copyWebhook() {
-  if (!webhookUrl.value) return;
+async function copyText(text: string, msg: string) {
+  if (!text) return;
   try {
-    await navigator.clipboard.writeText(webhookUrl.value);
-    ok.value = 'آدرس وب‌هوک کپی شد.';
+    await navigator.clipboard.writeText(text);
+    ok.value = msg;
   } catch {
     error.value = 'کپی ممکن نشد.';
   }
 }
 
-onMounted(() => {
-  void load();
+onMounted(async () => {
+  await load();
+  fillDaftaFromActive();
 });
 </script>
 
@@ -150,81 +280,222 @@ onMounted(() => {
       </template>
     </UiPageHeader>
 
+    <nav class="tabs" aria-label="نوع اتصال تلفن">
+      <button
+        type="button"
+        :class="{ on: tab === 'daftareshoma' }"
+        @click="tab = 'daftareshoma'"
+      >
+        دفتر شما
+      </button>
+      <button
+        type="button"
+        :class="{ on: tab === 'generic' }"
+        @click="tab = 'generic'"
+      >
+        وب‌هوک عمومی
+      </button>
+    </nav>
+
     <p v-if="error" class="error">{{ error }}</p>
     <p v-if="ok" class="ok">{{ ok }}</p>
 
-    <UiCard title="اتصال جدید">
-      <p class="hint">
-        سانترال یا سرویس VoIP شما باید رویداد تماس را با JSON به آدرس وب‌هوک بفرستد.
-        فیلدهای اصلی:
-        <code>callId</code>،
-        <code>direction</code> (inbound/outbound)،
-        <code>status</code>،
-        <code>from</code>،
-        <code>to</code>.
-        برای خلاصه خودکار یکی از
-        <code>recordingUrl</code>
-        (لینک فایل ضبط) یا
-        <code>transcript</code>
-        (متن آماده) را بفرستید؛ پس از
-        <code>completed</code>
-        /
-        <code>answered</code>
-        صف خلاصه ساخته می‌شود.
-        امضا اختیاری با هدر
-        <code>X-Voip-Signature</code>
-        (HMAC-SHA256 هگز).
-      </p>
-      <div class="form-grid">
-        <UiField label="نام">
-          <UiInput v-model="form.label" placeholder="سانترال اصلی" />
-        </UiField>
-        <UiField label="رمز وب‌هوک (اختیاری)">
-          <UiInput v-model="form.webhookSecret" placeholder="برای تأیید امضا" />
-        </UiField>
-        <UiField label="آدرس Click-to-Call (اختیاری)">
-          <UiInput
-            v-model="form.clickToCallUrl"
-            placeholder="https://pbx.example/originate?num={number}"
-          />
-        </UiField>
-      </div>
-      <UiButton :loading="saving" @click="create">ذخیره اتصال</UiButton>
-    </UiCard>
+    <template v-if="tab === 'daftareshoma'">
+      <UiCard title="اتصال دفتر شما">
+        <p class="hint">
+          برای ثبت همه تماس‌های ورودی و خروجی فقط توکن و وب‌هوک لازم است.
+          توکن را از پرتال (توسعه‌دهندگان → API) بگیرید؛ بعد آدرس وب‌هوک را در
+          <strong>تنظیمات → هوک</strong>
+          با رویدادهای شروع/پایان ورودی و پایان خروجی ثبت کنید.
+          فیلدهای شماره مبدأ و خط فقط برای «تماس از داخل CRM» اختیاری‌اند و بعداً قابل تکمیل‌اند.
+        </p>
+        <div class="form-grid">
+          <UiField label="نام">
+            <UiInput v-model="daftaForm.label" placeholder="دفتر شما" />
+          </UiField>
+          <UiField
+            :label="activeDafta?.apiTokenSet ? 'توکن API (خالی = بدون تغییر)' : 'توکن API'"
+          >
+            <UiInput
+              v-model="daftaForm.apiToken"
+              type="password"
+              placeholder="توکن از پرتال دفتر شما"
+              autocomplete="off"
+            />
+          </UiField>
+          <UiField label="شماره مبدأ — اختیاری (فقط تماس خروجی از CRM)">
+            <UiInput
+              v-model="daftaForm.fromNumber"
+              placeholder="موبایل همکار برای click-to-call"
+              dir="ltr"
+            />
+          </UiField>
+          <UiField label="خط پیش‌فرض — اختیاری (فقط تماس خروجی از CRM)">
+            <UiInput
+              v-model="daftaForm.callerExtension"
+              placeholder="مثلاً 02128425990"
+              dir="ltr"
+            />
+          </UiField>
+        </div>
+        <UiButton :loading="saving" @click="saveDafta">
+          {{ activeDafta ? 'بروزرسانی اتصال' : 'ذخیره اتصال دفتر شما' }}
+        </UiButton>
+      </UiCard>
 
-    <UiCard title="اتصال‌ها">
-      <UiEmptyState
-        v-if="!loading && !items.length"
-        title="اتصالی نیست"
-        description="یک اتصال برای دریافت رویداد تماس بسازید."
-      />
-      <div v-else class="list">
-        <article v-for="c in items" :key="c.id" class="item">
-          <div>
-            <strong>{{ c.label }}</strong>
-            <p class="muted">
-              تماس‌های ثبت‌شده {{ toFaDigits(c.callCount) }}
-              ·
-              {{
-                c.lastEventAt
-                  ? `آخرین رویداد ${formatJalaliNumeric(new Date(c.lastEventAt))}`
-                  : 'هنوز رویدادی نیامده'
-              }}
-            </p>
-            <p v-if="c.clickToCallUrl" class="muted">Click-to-Call فعال</p>
-            <p v-if="c.lastError" class="warn">{{ c.lastError }}</p>
-          </div>
-          <UiButton variant="secondary" @click="remove(c.id)">حذف</UiButton>
-        </article>
-      </div>
-      <div v-if="webhookUrl" class="webhook">
-        <p class="hint">آدرس وب‌هوک:</p>
-        <code>{{ webhookUrl }}</code>
-        <UiButton variant="secondary" @click="copyWebhook">کپی</UiButton>
-      </div>
-    </UiCard>
+      <UiCard title="اتصال‌های دفتر شما">
+        <UiEmptyState
+          v-if="!loading && !daftaItems.length"
+          title="اتصالی نیست"
+          description="توکن و مشخصات خط را ذخیره کنید."
+        />
+        <div v-else class="list">
+          <article v-for="c in daftaItems" :key="c.id" class="item">
+            <div>
+              <strong>{{ c.label }}</strong>
+              <p class="muted">
+                تماس‌های ثبت‌شده {{ toFaDigits(c.callCount) }}
+                ·
+                {{
+                  c.lastEventAt
+                    ? `آخرین رویداد ${formatJalaliNumeric(new Date(c.lastEventAt))}`
+                    : 'هنوز رویدادی نیامده'
+                }}
+              </p>
+              <p class="muted">
+                مبدأ {{ c.fromNumber || '—' }} · خط {{ c.callerExtension || '—' }}
+                · توکن {{ c.apiTokenSet ? 'ثبت شده' : 'ندارد' }}
+              </p>
+              <p v-if="c.lastError" class="warn">{{ c.lastError }}</p>
+            </div>
+            <UiButton variant="secondary" @click="remove(c.id)">حذف</UiButton>
+          </article>
+        </div>
+        <div v-if="daftaWebhookUrl" class="webhook">
+          <p class="hint">
+            آدرس وب‌هوک برای پرتال دفتر شما (رویدادها را با JSON به این آدرس POST کنید):
+          </p>
+          <code>{{ daftaWebhookUrl }}</code>
+          <UiButton
+            variant="secondary"
+            @click="copyText(daftaWebhookUrl, 'آدرس وب‌هوک دفتر شما کپی شد.')"
+          >
+            کپی
+          </UiButton>
+        </div>
+      </UiCard>
+    </template>
+
+    <template v-else>
+      <UiCard title="اتصال جدید">
+        <p class="hint">
+          سانترال یا سرویس VoIP شما باید رویداد تماس را با JSON به آدرس وب‌هوک بفرستد.
+          فیلدهای اصلی:
+          <code>callId</code>،
+          <code>direction</code> (inbound/outbound)،
+          <code>status</code>،
+          <code>from</code>،
+          <code>to</code>.
+          برای خلاصه خودکار یکی از
+          <code>recordingUrl</code>
+          (لینک فایل ضبط) یا
+          <code>transcript</code>
+          (متن آماده) را بفرستید؛ پس از
+          <code>completed</code>
+          /
+          <code>answered</code>
+          صف خلاصه ساخته می‌شود.
+          امضا اختیاری با هدر
+          <code>X-Voip-Signature</code>
+          (HMAC-SHA256 هگز).
+        </p>
+        <div class="form-grid">
+          <UiField label="نام">
+            <UiInput v-model="form.label" placeholder="سانترال اصلی" />
+          </UiField>
+          <UiField label="رمز وب‌هوک (اختیاری)">
+            <UiInput v-model="form.webhookSecret" placeholder="برای تأیید امضا" />
+          </UiField>
+          <UiField label="آدرس Click-to-Call (اختیاری)">
+            <UiInput
+              v-model="form.clickToCallUrl"
+              placeholder="https://pbx.example/originate?num={number}"
+            />
+          </UiField>
+        </div>
+        <UiButton :loading="saving" @click="createGeneric">ذخیره اتصال</UiButton>
+      </UiCard>
+
+      <UiCard title="اتصال‌ها">
+        <UiEmptyState
+          v-if="!loading && !genericItems.length"
+          title="اتصالی نیست"
+          description="یک اتصال برای دریافت رویداد تماس بسازید."
+        />
+        <div v-else class="list">
+          <article v-for="c in genericItems" :key="c.id" class="item">
+            <div>
+              <strong>{{ c.label }}</strong>
+              <p class="muted">
+                تماس‌های ثبت‌شده {{ toFaDigits(c.callCount) }}
+                ·
+                {{
+                  c.lastEventAt
+                    ? `آخرین رویداد ${formatJalaliNumeric(new Date(c.lastEventAt))}`
+                    : 'هنوز رویدادی نیامده'
+                }}
+              </p>
+              <p v-if="c.clickToCallUrl" class="muted">Click-to-Call فعال</p>
+              <p v-if="c.lastError" class="warn">{{ c.lastError }}</p>
+            </div>
+            <UiButton variant="secondary" @click="remove(c.id)">حذف</UiButton>
+          </article>
+        </div>
+        <div v-if="genericWebhookUrl" class="webhook">
+          <p class="hint">آدرس وب‌هوک:</p>
+          <code>{{ genericWebhookUrl }}</code>
+          <UiButton
+            variant="secondary"
+            @click="copyText(genericWebhookUrl, 'آدرس وب‌هوک کپی شد.')"
+          >
+            کپی
+          </UiButton>
+        </div>
+      </UiCard>
+    </template>
 
     <UiCard title="آخرین تماس‌ها">
+      <div class="call-filters">
+        <UiField label="جهت">
+          <select v-model="callFilters.direction" class="filter-select" @change="applyCallFilters">
+            <option value="">همه</option>
+            <option value="inbound">ورودی</option>
+            <option value="outbound">خروجی</option>
+          </select>
+        </UiField>
+        <UiField label="وضعیت">
+          <select v-model="callFilters.status" class="filter-select" @change="applyCallFilters">
+            <option value="">همه</option>
+            <option value="ringing">زنگ</option>
+            <option value="answered">پاسخ</option>
+            <option value="missed">از دست‌رفته</option>
+            <option value="completed">تمام‌شده</option>
+            <option value="failed">ناموفق</option>
+          </select>
+        </UiField>
+        <UiField label="خط">
+          <select
+            v-model="callFilters.lineExtension"
+            class="filter-select"
+            @change="applyCallFilters"
+          >
+            <option value="">همه خطوط</option>
+            <option v-for="line in lineOptions" :key="line" :value="line">
+              {{ line }}
+            </option>
+          </select>
+        </UiField>
+      </div>
       <UiEmptyState
         v-if="!calls.length"
         title="تماسی نیست"
@@ -239,6 +510,7 @@ onMounted(() => {
             <tr>
               <th>جهت</th>
               <th>وضعیت</th>
+              <th>خط</th>
               <th>از / به</th>
               <th>مشتری</th>
               <th>مدت</th>
@@ -250,6 +522,7 @@ onMounted(() => {
             <tr v-for="c in calls" :key="c.id">
               <td>{{ c.direction === 'outbound' ? 'خروجی' : 'ورودی' }}</td>
               <td>{{ statusLabel[c.status] ?? c.status }}</td>
+              <td dir="ltr">{{ c.lineExtension || '—' }}</td>
               <td>{{ c.fromNumber || '—' }} → {{ c.toNumber || '—' }}</td>
               <td>{{ c.personName || '—' }}</td>
               <td>
@@ -294,6 +567,28 @@ onMounted(() => {
   display: grid;
   gap: 1rem;
 }
+.tabs {
+  display: flex;
+  justify-content: flex-start;
+  gap: 1.75rem;
+  border-bottom: 1px solid #e2e8f0;
+}
+.tabs button {
+  appearance: none;
+  background: none;
+  border: 0;
+  border-bottom: 2px solid transparent;
+  margin-bottom: -1px;
+  padding: 0.55rem 0.15rem;
+  color: #94a3b8;
+  font: inherit;
+  font-weight: 600;
+  cursor: pointer;
+}
+.tabs button.on {
+  color: #0d9488;
+  border-bottom-color: #14b8a6;
+}
 .hint,
 .muted {
   color: #64748b;
@@ -312,6 +607,21 @@ onMounted(() => {
   gap: 0.75rem;
   margin: 0.75rem 0 1rem;
 }
+.call-filters {
+  display: grid;
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+  gap: 0.75rem;
+  margin-bottom: 1rem;
+}
+.filter-select {
+  width: 100%;
+  min-height: 36px;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  padding: 0.35rem 0.6rem;
+  background: #fff;
+  font: inherit;
+}
 .list {
   display: grid;
   gap: 0.75rem;
@@ -404,7 +714,8 @@ th {
   color: #0f766e;
 }
 @media (max-width: 800px) {
-  .form-grid {
+  .form-grid,
+  .call-filters {
     grid-template-columns: 1fr;
   }
 }

apps/web/src/views/treasury/TreasuryHomeView.vue

@@ -28,9 +28,9 @@ const cards = [
   { key: 'actualReceipts', label: 'دریافت واقعی', hint: 'ورود به حساب' },
   { key: 'bookedExpense', label: 'هزینه ثبت‌شده', hint: 'تعهدی' },
   { key: 'actualPayments', label: 'پرداخت واقعی', hint: 'خروج از حساب' },
-  { key: 'operatingProfit', label: 'سود یا زیان عملیاتی', hint: 'درآمد ثبت‌شده − هزینه ثبت‌شده' },
-  { key: 'receivables', label: 'مطالبات وصول‌نشده', hint: 'درآمد بدون دریافت کامل' },
-  { key: 'payables', label: 'تعهدات پرداخت', hint: 'هزینه بدون پرداخت کامل' },
+  { key: 'operatingProfit', label: 'سود یا زیان عملیاتی', hint: 'درآمد و فروش فاکتور − هزینه' },
+  { key: 'receivables', label: 'مطالبات وصول‌نشده', hint: 'اسناد باز و مانده فاکتور' },
+  { key: 'payables', label: 'تعهدات پرداخت', hint: 'هزینه باز، حقوق و برگشتی' },
   { key: 'totalBalance', label: 'موجودی حساب‌ها', hint: 'صندوق و بانک' },
 ] as const;
 

apps/web/src/views/treasury/TreasuryPayrollView.vue

@@ -1,41 +1,60 @@
 <script setup lang="ts">
-import { onMounted, ref } from 'vue';
+import { computed, onMounted, ref } from 'vue';
 import axios from 'axios';
 import {
   Alert as AAlert,
   Button as AButton,
   Card as ACard,
   Col as ACol,
-  Divider as ADivider,
   Empty as AEmpty,
   Flex as AFlex,
   Form as AForm,
   FormItem as AFormItem,
   Input as AInput,
-  List as AList,
   Row as ARow,
   Select as ASelect,
+  Table as ATable,
   Typography,
   message,
 } from 'ant-design-vue';
+import type { TableColumnsType } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import type { FinancialAccountDto, OrgUserDto } from '@mento/shared';
 import MoneyInput from '@/components/MoneyInput.vue';
+import { formatJalaliNumeric } from '@/lib/jalali';
 import { toman } from './treasury-format';
 import { parseMoneyNumber } from '@/lib/money';
 
 const { Text: ATypographyText } = Typography;
-const AListItem = AList.Item;
-const AListItemMeta = AList.Item.Meta;
-const ASelectOption = ASelect.Option;
+
+type PayrollPayment = {
+  id: string;
+  amount: string;
+  occurredAt: string;
+  accountName: string;
+};
 
 type PayrollRow = {
   id: string;
+  userId: string;
   fullName: string;
   period: string;
+  baseAmount: string;
+  benefits: string;
+  bonus: string;
+  deductions: string;
   payable: string;
+  paidAmount: string;
   remaining: string;
   status: string;
+  payments: PayrollPayment[];
+};
+
+const statusLabel: Record<string, string> = {
+  open: 'پرداخت‌نشده',
+  partial: 'پرداخت جزئی',
+  settled: 'تسویه‌شده',
+  void: 'باطل',
 };
 
 const rows = ref<PayrollRow[]>([]);
@@ -53,6 +72,85 @@ const form = ref({
   deductions: '',
 });
 const pay = ref({ id: '', amount: '', accountId: undefined as string | undefined });
+const filterUserId = ref<string | undefined>(undefined);
+const filterPeriod = ref('');
+const filterStatus = ref('all');
+const filterMin = ref('');
+const filterMax = ref('');
+
+const statusOptions = [
+  { value: 'all', label: 'همه وضعیت‌ها' },
+  { value: 'open', label: 'پرداخت‌نشده' },
+  { value: 'partial', label: 'پرداخت جزئی' },
+  { value: 'settled', label: 'تسویه‌شده' },
+  { value: 'void', label: 'باطل' },
+];
+
+const userOptions = computed(() =>
+  users.value.map((user) => ({ value: user.id, label: user.fullName })),
+);
+
+const payablePreview = computed(() => {
+  const base = parseMoneyNumber(String(form.value.baseAmount ?? ''), 0) ?? 0;
+  const benefits = parseMoneyNumber(String(form.value.benefits ?? ''), 0) ?? 0;
+  const bonus = parseMoneyNumber(String(form.value.bonus ?? ''), 0) ?? 0;
+  const deductions = parseMoneyNumber(String(form.value.deductions ?? ''), 0) ?? 0;
+  return base + benefits + bonus - deductions;
+});
+
+const openRows = computed(() =>
+  rows.value.filter((row) => row.status === 'open' || row.status === 'partial'),
+);
+
+const payOptions = computed(() =>
+  openRows.value.map((row) => ({
+    value: row.id,
+    label: `${row.fullName} · ${row.period} · مانده ${toman(row.remaining)}`,
+  })),
+);
+
+const selectedPay = computed(() => rows.value.find((row) => row.id === pay.value.id) ?? null);
+
+const filtered = computed(() => {
+  const period = filterPeriod.value.trim();
+  const min = parseMoneyNumber(String(filterMin.value ?? ''), 0);
+  const max = parseMoneyNumber(String(filterMax.value ?? ''), 0);
+  return rows.value.filter((row) => {
+    if (filterUserId.value && row.userId !== filterUserId.value) return false;
+    if (period && !row.period.includes(period)) return false;
+    if (filterStatus.value !== 'all' && row.status !== filterStatus.value) return false;
+    const payable = Number(row.payable);
+    if (min != null && filterMin.value !== '' && payable < min) return false;
+    if (max != null && filterMax.value !== '' && payable > max) return false;
+    return true;
+  });
+});
+
+const moneyKeys = ['baseAmount', 'benefits', 'bonus', 'deductions', 'payable', 'paidAmount', 'remaining'] as const;
+
+const reportColumns: TableColumnsType<PayrollRow> = [
+  { title: 'پرسنل', dataIndex: 'fullName', key: 'fullName' },
+  { title: 'دوره', dataIndex: 'period', key: 'period' },
+  { title: 'پایه', key: 'baseAmount' },
+  { title: 'مزایا', key: 'benefits' },
+  { title: 'پاداش', key: 'bonus' },
+  { title: 'کسورات', key: 'deductions' },
+  { title: 'قابل پرداخت', key: 'payable' },
+  { title: 'پرداخت‌شده', key: 'paidAmount' },
+  { title: 'مانده', key: 'remaining' },
+  { title: 'وضعیت', key: 'status' },
+  { title: 'عملیات', key: 'action' },
+];
+
+const paymentColumns: TableColumnsType<PayrollPayment> = [
+  {
+    title: 'تاریخ',
+    key: 'occurredAt',
+    customRender: ({ record }) => formatJalaliNumeric(new Date(record.occurredAt)),
+  },
+  { title: 'حساب', dataIndex: 'accountName', key: 'accountName' },
+  { title: 'مبلغ', key: 'amount', customRender: ({ record }) => toman(record.amount) },
+];
 
 function apiMessage(e: unknown) {
   if (!axios.isAxiosError(e)) return 'عملیات ناموفق بود.';
@@ -70,7 +168,7 @@ async function load() {
     api.get<OrgUserDto[]>('/users'),
     api.get<FinancialAccountDto[]>('/treasury/accounts'),
   ]);
-  rows.value = payroll.data;
+  rows.value = payroll.data.map((row) => ({ ...row, payments: row.payments ?? [] }));
   users.value = people.data.filter((row) => row.isActive !== false);
   accounts.value = acc.data.filter((row) => row.isActive);
 }
@@ -97,7 +195,7 @@ async function createRow() {
       bonus: '',
       deductions: '',
     };
-    ok.value = 'حقوق ثبت شد و تا پرداخت، موجودی حساب تغییر نمی‌کند.';
+    ok.value = 'حقوق ثبت شد. تا وقتی پرداخت نکنید موجودی حساب عوض نمی‌شود.';
     await load();
   } catch (e) {
     error.value = apiMessage(e);
@@ -106,24 +204,44 @@ async function createRow() {
   }
 }
 
+function selectPay(id: string) {
+  const row = rows.value.find((item) => item.id === id);
+  if (!row) {
+    pay.value = { id: '', amount: '', accountId: pay.value.accountId };
+    return;
+  }
+  pay.value = {
+    id: row.id,
+    amount: row.remaining,
+    accountId: pay.value.accountId ?? accounts.value[0]?.id,
+  };
+}
+
 async function payRow() {
   error.value = '';
   ok.value = '';
   saving.value = true;
+  const accountId = pay.value.accountId;
+  const keepId = pay.value.id;
   try {
     const amount = parseMoneyNumber(String(pay.value.amount ?? ''), 0);
     if (amount == null || amount <= 0) {
       error.value = 'مبلغ پرداخت معتبر نیست.';
       return;
     }
-    await api.post(`/treasury/payroll/${pay.value.id}/pay`, {
+    await api.post(`/treasury/payroll/${keepId}/pay`, {
       amount,
-      accountId: pay.value.accountId,
+      accountId,
       clientKey: crypto.randomUUID(),
     });
-    ok.value = 'پرداخت حقوق از حساب ثبت شد.';
-    pay.value = { id: '', amount: '', accountId: undefined };
+    ok.value = 'پرداخت حقوق از حساب ثبت شد. اگر مانده مانده باشد، مرحلهٔ بعد را همین‌جا بزنید.';
     await load();
+    const still = rows.value.find(
+      (row) => row.id === keepId && row.status !== 'settled' && row.status !== 'void',
+    );
+    pay.value = still
+      ? { id: still.id, amount: still.remaining, accountId }
+      : { id: '', amount: '', accountId };
   } catch (e) {
     error.value = apiMessage(e);
   } finally {
@@ -131,14 +249,6 @@ async function payRow() {
   }
 }
 
-function startPay(row: PayrollRow) {
-  pay.value = {
-    id: row.id,
-    amount: row.remaining,
-    accountId: accounts.value[0]?.id,
-  };
-}
-
 onMounted(() => {
   void load().catch(() => {
     error.value = 'بارگذاری حقوق ناموفق بود.';
@@ -148,143 +258,216 @@ onMounted(() => {
 
 <template>
   <a-flex vertical :gap="16">
-      <a-alert v-if="error" type="error" show-icon :message="error" />
-      <a-alert v-if="ok" type="success" show-icon :message="ok" />
+    <a-alert v-if="error" type="error" show-icon :message="error" />
+    <a-alert v-if="ok" type="success" show-icon :message="ok" />
 
-      <a-card :bordered="false">
-        <a-divider orientation="right">ثبت دوره</a-divider>
-        <a-form
-          layout="vertical"
-          :model="form"
-          @finish="createRow"
-          @finishFailed="onFinishFailed"
-        >
-          <a-row :gutter="[16, 0]">
-            <a-col :xs="24" :md="12">
-              <a-form-item
-                label="پرسنل"
-                name="userId"
-                :rules="[{ required: true, message: 'پرسنل الزامی است' }]"
-              >
-                <a-select show-search option-filter-prop="label"
-                  v-model:value="form.userId"
-                  allow-clear
-                  style="width: 100%"
-                  placeholder="انتخاب"
-                >
-                  <a-select-option v-for="user in users" :key="user.id" :value="user.id" :label="user.fullName">
-                    {{ user.fullName }}
-                  </a-select-option>
-                </a-select>
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item
-                label="دوره"
-                name="period"
-                :rules="[{ required: true, message: 'دوره الزامی است' }]"
-              >
-                <a-input v-model:value="form.period" placeholder="۱۴۰۵-۰۷" />
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item
-                label="پایه"
-                name="baseAmount"
-                :rules="[{ required: true, message: 'مبلغ پایه الزامی است' }]"
-              >
-                <MoneyInput v-model="form.baseAmount" :decimals="0" />
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item label="مزایا" name="benefits">
-                <MoneyInput v-model="form.benefits" :decimals="0" />
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item label="پاداش" name="bonus">
-                <MoneyInput v-model="form.bonus" :decimals="0" />
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item label="کسورات" name="deductions">
-                <MoneyInput v-model="form.deductions" :decimals="0" />
-              </a-form-item>
-            </a-col>
-          </a-row>
-          <a-button type="primary" html-type="submit" :loading="saving">ثبت حقوق</a-button>
-        </a-form>
+    <a-card title="تعیین حقوق" :bordered="false">
+      <a-form layout="vertical" :model="form" @finish="createRow" @finishFailed="onFinishFailed">
+        <a-row :gutter="[16, 0]">
+          <a-col :xs="24" :md="12">
+            <a-form-item
+              label="پرسنل"
+              name="userId"
+              :rules="[{ required: true, message: 'پرسنل الزامی است' }]"
+            >
+              <a-select
+                v-model:value="form.userId"
+                show-search
+                option-filter-prop="label"
+                allow-clear
+                style="width: 100%"
+                placeholder="انتخاب"
+                :options="userOptions"
+              />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="12">
+            <a-form-item
+              label="دوره"
+              name="period"
+              :rules="[{ required: true, message: 'دوره الزامی است' }]"
+            >
+              <a-input v-model:value="form.period" placeholder="۱۴۰۵-۰۷" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="8">
+            <a-form-item
+              label="پایه"
+              name="baseAmount"
+              :rules="[{ required: true, message: 'مبلغ پایه الزامی است' }]"
+            >
+              <MoneyInput v-model="form.baseAmount" :decimals="0" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="8">
+            <a-form-item label="مزایا" name="benefits">
+              <MoneyInput v-model="form.benefits" :decimals="0" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="8">
+            <a-form-item label="پاداش" name="bonus">
+              <MoneyInput v-model="form.bonus" :decimals="0" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="8">
+            <a-form-item label="کسورات" name="deductions">
+              <MoneyInput v-model="form.deductions" :decimals="0" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="16">
+            <a-form-item label="قابل پرداخت">
+              <a-typography-text strong>{{ toman(payablePreview) }}</a-typography-text>
+            </a-form-item>
+          </a-col>
+        </a-row>
+        <a-button type="primary" html-type="submit" :loading="saving">ثبت حقوق</a-button>
+      </a-form>
+    </a-card>
 
-        <template v-if="pay.id">
-          <a-divider orientation="right">پرداخت حقوق</a-divider>
-          <a-form
-            layout="vertical"
-            :model="pay"
-            @finish="payRow"
-            @finishFailed="onFinishFailed"
-          >
-            <a-row :gutter="[16, 0]">
-              <a-col :xs="24" :md="8">
-                <a-form-item
-                  label="مبلغ"
-                  name="amount"
-                  :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
-                >
-                  <MoneyInput v-model="pay.amount" :decimals="0" />
-                </a-form-item>
-              </a-col>
-              <a-col :xs="24" :md="8">
-                <a-form-item
-                  label="حساب"
-                  name="accountId"
-                  :rules="[{ required: true, message: 'حساب الزامی است' }]"
-                >
-                  <a-select show-search option-filter-prop="label"
-                    v-model:value="pay.accountId"
-                    allow-clear
-                    style="width: 100%"
-                    placeholder="انتخاب حساب"
-                  >
-                    <a-select-option
-                      v-for="account in accounts"
-                      :key="account.id"
-                      :value="account.id"
-                      :label="account.name"
-                    >
-                      {{ account.name }}
-                    </a-select-option>
-                  </a-select>
-                </a-form-item>
-              </a-col>
-            </a-row>
-            <a-button type="primary" html-type="submit" :loading="saving">ثبت پرداخت</a-button>
-          </a-form>
-        </template>
+    <a-card title="پرداخت" :bordered="false">
+      <a-flex vertical :gap="16">
+      <a-typography-text type="secondary">
+        می‌توانید کل مانده را یکجا بدهید، یا هر بار بخشی را تا تمام شدن مانده ثبت کنید.
+      </a-typography-text>
+      <a-empty v-if="!openRows.length" description="حقوق باز برای پرداخت نیست." />
+      <a-form
+        v-else
+        layout="vertical"
+        :model="pay"
+        @finish="payRow"
+        @finishFailed="onFinishFailed"
+      >
+        <a-row :gutter="[16, 0]">
+          <a-col :xs="24" :md="12">
+            <a-form-item
+              label="دورهٔ حقوق"
+              name="id"
+              :rules="[{ required: true, message: 'دوره الزامی است' }]"
+            >
+              <a-select
+                :value="pay.id || undefined"
+                show-search
+                option-filter-prop="label"
+                style="width: 100%"
+                placeholder="انتخاب پرسنل و دوره"
+                :options="payOptions"
+                @update:value="selectPay(String($event ?? ''))"
+              />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="6">
+            <a-form-item
+              label="مبلغ این مرحله"
+              name="amount"
+              :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
+            >
+              <MoneyInput v-model="pay.amount" :decimals="0" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="6">
+            <a-form-item
+              label="حساب"
+              name="accountId"
+              :rules="[{ required: true, message: 'حساب الزامی است' }]"
+            >
+              <a-select
+                v-model:value="pay.accountId"
+                show-search
+                option-filter-prop="label"
+                allow-clear
+                style="width: 100%"
+                placeholder="انتخاب حساب"
+                :options="accounts.map((account) => ({ value: account.id, label: account.name }))"
+              />
+            </a-form-item>
+          </a-col>
+        </a-row>
+        <a-flex v-if="selectedPay" :gap="16" wrap="wrap">
+          <a-typography-text>قابل پرداخت {{ toman(selectedPay.payable) }}</a-typography-text>
+          <a-typography-text>پرداخت‌شده {{ toman(selectedPay.paidAmount) }}</a-typography-text>
+          <a-typography-text strong>مانده {{ toman(selectedPay.remaining) }}</a-typography-text>
+        </a-flex>
+        <a-button type="primary" html-type="submit" :loading="saving" :disabled="!pay.id">
+          ثبت پرداخت
+        </a-button>
+      </a-form>
 
-        <a-divider orientation="right">فهرست</a-divider>
-        <a-empty v-if="!rows.length" description="رکورد حقوقی ثبت نشده است." />
-        <a-list v-else item-layout="horizontal" :data-source="rows">
-          <template #renderItem="{ item }">
-            <a-list-item>
-              <template #actions>
-                <a-typography-text strong>{{ toman(item.payable) }}</a-typography-text>
-                <a-button
-                  v-if="item.status !== 'settled' && item.status !== 'void'"
-                  type="link"
-                  @click="startPay(item)"
-                >
-                  پرداخت
-                </a-button>
-              </template>
-              <a-list-item-meta>
-                <template #title>{{ item.fullName }}</template>
-                <template #description>
-                  {{ item.period }} · مانده {{ toman(item.remaining) }} · {{ item.status }}
-                </template>
-              </a-list-item-meta>
-            </a-list-item>
+      <a-table
+        v-if="selectedPay?.payments.length"
+        :columns="paymentColumns"
+        :data-source="selectedPay.payments"
+        :pagination="false"
+        row-key="id"
+      />
+      </a-flex>
+    </a-card>
+
+    <a-card title="گزارش حقوق" :bordered="false">
+      <a-form layout="vertical">
+      <a-row :gutter="[16, 0]">
+        <a-col :xs="24" :md="8">
+          <a-form-item label="پرسنل">
+            <a-select
+              v-model:value="filterUserId"
+              allow-clear
+              show-search
+              option-filter-prop="label"
+              style="width: 100%"
+              placeholder="همه"
+              :options="userOptions"
+            />
+          </a-form-item>
+        </a-col>
+        <a-col :xs="24" :md="8">
+          <a-form-item label="دوره">
+            <a-input v-model:value="filterPeriod" placeholder="مثلاً ۱۴۰۵-۰۷" allow-clear />
+          </a-form-item>
+        </a-col>
+        <a-col :xs="24" :md="8">
+          <a-form-item label="وضعیت">
+            <a-select v-model:value="filterStatus" style="width: 100%" :options="statusOptions" />
+          </a-form-item>
+        </a-col>
+        <a-col :xs="24" :md="8">
+          <a-form-item label="حداقل قابل پرداخت">
+            <MoneyInput v-model="filterMin" :decimals="0" />
+          </a-form-item>
+        </a-col>
+        <a-col :xs="24" :md="8">
+          <a-form-item label="حداکثر قابل پرداخت">
+            <MoneyInput v-model="filterMax" :decimals="0" />
+          </a-form-item>
+        </a-col>
+      </a-row>
+      </a-form>
+      <a-table
+        :columns="reportColumns"
+        :data-source="filtered"
+        row-key="id"
+        :scroll="{ x: 'max-content' }"
+        :locale="{ emptyText: 'رکوردی با این فیلتر نیست.' }"
+      >
+        <template #bodyCell="{ column, record }">
+          <template v-if="column.key === 'status'">
+            {{ statusLabel[record.status] ?? record.status }}
           </template>
-        </a-list>
-      </a-card>
+          <template v-else-if="column.key === 'action'">
+            <a-button
+              v-if="record.status === 'open' || record.status === 'partial'"
+              type="link"
+              @click="selectPay(record.id)"
+            >
+              پرداخت
+            </a-button>
+          </template>
+          <template v-else-if="moneyKeys.includes(column.key as (typeof moneyKeys)[number])">
+            {{ toman(record[column.key as (typeof moneyKeys)[number]]) }}
+          </template>
+          <template v-else>
+            {{ column.dataIndex ? record[column.dataIndex as 'fullName' | 'period'] : '' }}
+          </template>
+        </template>
+      </a-table>
+    </a-card>
   </a-flex>
 </template>

apps/web/src/views/treasury/TreasuryReportsView.vue

@@ -28,6 +28,8 @@ const ATabPane = ATabs.TabPane;
 
 type Period = {
   bookedIncome: string;
+  invoiceSales: string;
+  invoiceCredits: string;
   bookedExpense: string;
   operatingProfit: string;
   cashIn: string;
@@ -61,6 +63,8 @@ const kindLabel: Record<string, string> = {
 
 const lines = [
   ['درآمد ثبت‌شده', 'bookedIncome'],
+  ['فروش فاکتور', 'invoiceSales'],
+  ['فاکتور برگشتی', 'invoiceCredits'],
   ['هزینه ثبت‌شده', 'bookedExpense'],
   ['سود عملیاتی', 'operatingProfit'],
   ['ورود وجه', 'cashIn'],
@@ -79,8 +83,8 @@ const metricRows = computed<MetricRow[]>(() => {
   return lines.map(([label, key]) => ({
     key,
     label,
-    current: toman(current.value![key]),
-    previous: toman(previous.value![key]),
+    current: toman(current.value![key] || '0'),
+    previous: toman(previous.value![key] || '0'),
   }));
 });
 
@@ -244,6 +248,9 @@ onMounted(() => {
 
           <a-tab-pane key="debtors" tab="بدهکاران">
             <a-flex vertical :gap="16">
+              <a-typography-text type="secondary">
+                ماندهٔ فاکتور صادرشده و اسناد دریافتِ باز. صدور فاکتور سند درآمد جدا نمی‌سازد.
+              </a-typography-text>
               <a-flex justify="space-between" align="center">
                 <a-typography-text type="secondary">
                   {{ debtors.length }} طرف حساب · جمع مانده {{ toman(sumRemaining(debtors)) }}
@@ -259,6 +266,9 @@ onMounted(() => {
 
           <a-tab-pane key="creditors" tab="بستانکاران">
             <a-flex vertical :gap="16">
+              <a-typography-text type="secondary">
+                ماندهٔ فاکتور برگشتی و اسناد هزینهٔ باز. برگشتی سند هزینهٔ جدا نمی‌سازد.
+              </a-typography-text>
               <a-flex justify="space-between" align="center">
                 <a-typography-text type="secondary">
                   {{ creditors.length }} طرف حساب · جمع مانده {{ toman(sumRemaining(creditors)) }}

packages/shared/src/index.ts

@@ -5511,13 +5511,21 @@ export type VoipCallStatus =
   | "completed"
   | "failed";
 
+export type VoipProvider = "generic" | "daftareshoma";
+
 export interface VoipConnectionDto {
   id: string;
   label: string;
+  provider: VoipProvider;
   enabled: boolean;
   webhookSecretSet: boolean;
+  apiTokenSet: boolean;
   /** قالب URL برای شروع تماس؛ {number} جایگزین می‌شود */
   clickToCallUrl: string | null;
+  /** شماره مبدأ تماس خروجی (دفتر شما) */
+  fromNumber: string | null;
+  /** خط/داخلی سازمان (دفتر شما) */
+  callerExtension: string | null;
   lastEventAt: string | null;
   lastError: string | null;
   callCount: number;
@@ -5527,8 +5535,13 @@ export interface VoipConnectionDto {
 
 export interface CreateVoipConnectionRequest {
   label: string;
+  provider?: VoipProvider;
   webhookSecret?: string;
   clickToCallUrl?: string | null;
+  /** توکن Bearer API دفتر شما */
+  apiToken?: string;
+  fromNumber?: string | null;
+  callerExtension?: string | null;
   enabled?: boolean;
 }
 
@@ -5536,6 +5549,9 @@ export interface UpdateVoipConnectionRequest {
   label?: string;
   webhookSecret?: string | null;
   clickToCallUrl?: string | null;
+  apiToken?: string | null;
+  fromNumber?: string | null;
+  callerExtension?: string | null;
   enabled?: boolean;
 }
 
@@ -5553,6 +5569,8 @@ export interface VoipCallLogDto {
   status: VoipCallStatus | string;
   fromNumber: string | null;
   toNumber: string | null;
+  /** خط/داخلی سازمانی که تماس روی آن بوده */
+  lineExtension: string | null;
   personId: string | null;
   personName: string | null;
   activityId: string | null;
@@ -5579,6 +5597,8 @@ export interface VoipWebhookEvent {
   status: VoipCallStatus | string;
   from?: string;
   to?: string;
+  /** خط/داخلی سازمان */
+  lineExtension?: string;
   startedAt?: string;
   endedAt?: string;
   durationSec?: number;