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

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

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

.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/migrations/20261108133000_payroll_amount_reasons/migration.sql

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

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

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

apps/api/prisma/schema.prisma

@@ -33,6 +33,11 @@ enum ActivityStatus {
   canceled
 }
 
+enum ActivityCompletionMode {
+  any
+  all
+}
+
 enum ActivityPriority {
   low
   medium
@@ -883,6 +888,10 @@ model Activity {
   /// زمان ارسال یادآور؛ با تغییر reminderAt پاک می‌شود
   reminderSentAt    DateTime?
   completedAt       DateTime?
+  /// any = با انجام یکی بسته می‌شود؛ all = هر مسئول باید سهم خودش را بزند
+  completionMode    ActivityCompletionMode @default(any)
+  /// مسئولانی که سهم خود را در حالت all ثبت کرده‌اند
+  completedByIds    String[]         @default([])
   tags              String[]         @default([])
   personId          String?
   person            Person?          @relation(fields: [personId], references: [id], onDelete: SetNull)
@@ -2447,8 +2456,11 @@ model FinancialPayroll {
   period         String
   baseAmount     Decimal             @db.Decimal(18, 2)
   benefits       Decimal             @default(0) @db.Decimal(18, 2)
+  benefitsReason String?
   bonus          Decimal             @default(0) @db.Decimal(18, 2)
+  bonusReason    String?
   deductions     Decimal             @default(0) @db.Decimal(18, 2)
+  deductionsReason String?
   payable        Decimal             @db.Decimal(18, 2)
   dueDate        DateTime
   notes          String?
@@ -2953,18 +2965,28 @@ 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 +2994,7 @@ model VoipConnection {
   updatedAt               DateTime      @updatedAt
 
   @@index([organizationId, enabled])
+  @@index([organizationId, provider])
 }
 
 model VoipCallLog {
@@ -2986,6 +3009,8 @@ 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 +3035,8 @@ model VoipCallLog {
 
   @@unique([connectionId, externalCallId])
   @@index([organizationId, syncedAt])
+  @@index([organizationId, lineExtension])
+  @@index([organizationId, status])
   @@index([personId])
   @@index([activityId])
   @@index([summaryStatus, summaryNextAttemptAt])

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

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

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

@@ -52,6 +52,28 @@ type ActivityActor = Pick<
   'userId' | 'role' | 'priorLens' | 'priorCutoff' | 'leadsAccess' | 'teamPeerIds'
 >;
 
+function assigneeIdList(row: {
+  assigneeId?: string | null;
+  assignees?: Array<{ id: string }>;
+}): string[] {
+  const ids = row.assignees?.map((item) => item.id) ?? [];
+  if (ids.length) return [...new Set(ids)];
+  return row.assigneeId ? [row.assigneeId] : [];
+}
+
+function canForceClose(
+  actor: { userId: string; role: string },
+  createdById: string | null | undefined,
+): boolean {
+  return actor.role === 'owner' || actor.role === 'admin' || actor.userId === createdById;
+}
+
+function reconcileAllShares(assigneeIds: string[], completedByIds: string[]) {
+  const kept = [...new Set(completedByIds.filter((id) => assigneeIds.includes(id)))];
+  const done = assigneeIds.length > 0 && assigneeIds.every((id) => kept.includes(id));
+  return { status: done ? ('done' as const) : ('open' as const), completedByIds: kept };
+}
+
 /** stageId = شناسهٔ مرحله یا 'all'؛ وقتی ست باشد فیلتر زمانی وضعیت را تحمیل نمی‌کند (جز عقب‌افتاده) */
 type StageScope = { stageId: string };
 
@@ -82,6 +104,8 @@ type ActivityRow = {
   reminderNotifySms: boolean;
   reminderSentAt: Date | null;
   completedAt: Date | null;
+  completionMode?: 'any' | 'all';
+  completedByIds?: string[];
   importSource?: string;
   promotedFromPriorAt?: Date | null;
   tags: string[];
@@ -186,22 +210,39 @@ export class ActivitiesService {
     return { stages, types };
   }
 
+  /** کارهای بازِ «من» که سهم‌شان ثبت شده، از میز کار شخص خارج می‌شوند. */
+  private deskScope(
+    actor: ActivityActor,
+    desk?: 'mine' | 'team',
+  ): Prisma.ActivityWhereInput {
+    if (desk !== 'mine') return activityAccessWhere(actor);
+    return {
+      AND: [
+        {
+          OR: [
+            { assigneeId: actor.userId },
+            { assignees: { some: { id: actor.userId } } },
+            { participantIds: { has: actor.userId } },
+          ],
+        },
+        {
+          NOT: {
+            completionMode: 'all',
+            status: 'open',
+            completedByIds: { has: actor.userId },
+          },
+        },
+      ],
+    };
+  }
+
   async summary(
     organizationId: string,
     actor: ActivityActor,
     desk?: 'mine' | 'team',
   ): Promise<ActivitySummaryDto> {
     const { start, end } = dayBounds();
-    const scope: Prisma.ActivityWhereInput =
-      desk === 'mine'
-        ? {
-            OR: [
-              { assigneeId: actor.userId },
-              { assignees: { some: { id: actor.userId } } },
-              { participantIds: { has: actor.userId } },
-            ],
-          }
-        : activityAccessWhere(actor);
+    const scope = this.deskScope(actor, desk);
     const prior = activityPriorWhere(actor.priorLens, actor.priorCutoff);
     const [todayCount, overdueCount] = await Promise.all([
       this.prisma.activity.count({
@@ -534,8 +575,24 @@ export class ActivitiesService {
     const stage = await this.stages.get(organizationId, stageId);
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true, completedAt: true },
+      select: {
+        status: true,
+        completedAt: true,
+        completionMode: true,
+        completedByIds: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (
+      stage.kind === 'done' &&
+      existing?.completionMode === 'all' &&
+      assigneeIdList(existing).length > 1 &&
+      !canForceClose(actor, existing.createdById)
+    ) {
+      return this.complete(organizationId, id, actor);
+    }
     const row = await this.prisma.activity.update({
       where: { id },
       data: {
@@ -550,6 +607,9 @@ export class ActivitiesService {
             : stage.kind === 'open'
               ? null
               : undefined,
+        ...(stage.kind === 'open' && existing?.status !== 'open'
+          ? { completedByIds: [] }
+          : {}),
       },
       include,
     });
@@ -675,6 +735,8 @@ export class ActivitiesService {
         assignees: assigneeIds.length
           ? { connect: assigneeIds.map((id) => ({ id })) }
           : undefined,
+        completionMode: dto.completionMode === 'all' ? 'all' : 'any',
+        completedByIds: [],
         createdById: userId,
       },
       include,
@@ -743,7 +805,17 @@ export class ActivitiesService {
 
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true, type: true, typeDefId: true, fields: true, participantIds: true },
+      select: {
+        status: true,
+        type: true,
+        typeDefId: true,
+        fields: true,
+        participantIds: true,
+        completionMode: true,
+        completedByIds: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
     const data: Prisma.ActivityUncheckedUpdateInput = {};
     if (dto.title !== undefined) data.title = dto.title.trim();
@@ -812,6 +884,7 @@ export class ActivitiesService {
     if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
     if ('leadId' in dto) data.leadId = emptyToNull(dto.leadId ?? null);
     let assigneeConnect: Array<{ id: string }> | undefined;
+    let nextAssigneeIds: string[] | undefined;
     if (dto.assigneeIds !== undefined || 'assigneeId' in dto) {
       const current = await this.prisma.activity.findFirst({
         where: { id, organizationId },
@@ -839,6 +912,7 @@ export class ActivitiesService {
         );
         data.assigneeId = assigneeIds[0]!;
         assigneeConnect = assigneeIds.map((uid) => ({ id: uid }));
+        nextAssigneeIds = assigneeIds;
       } else {
         const assigneeId = emptyToNull(dto.assigneeId ?? null);
         if (assigneeId) await this.assertUserInOrg(organizationId, assigneeId);
@@ -852,12 +926,41 @@ export class ActivitiesService {
         data.assigneeId = assigneeId;
         if (assigneeId) assigneeConnect = [{ id: assigneeId }];
         else assigneeConnect = [];
+        nextAssigneeIds = assigneeId ? [assigneeId] : [];
       }
     }
-    if (dto.status !== undefined) {
-      data.status = dto.status;
-      data.completedAt =
-        dto.status === 'done' ? new Date() : dto.status === 'open' ? null : undefined;
+    const modeChanged = dto.completionMode === 'any' || dto.completionMode === 'all';
+    const nextMode = modeChanged ? dto.completionMode! : (existing?.completionMode ?? 'any');
+    if (modeChanged) data.completionMode = nextMode;
+    const prevAssigneeIds = assigneeIdList(existing ?? {});
+    const nextIds = nextAssigneeIds ?? prevAssigneeIds;
+    const explicitDone = dto.status === 'done';
+    const explicitReopen = dto.status === 'open' && existing?.status !== 'open';
+    const explicitCancel = dto.status === 'canceled';
+    if (explicitDone) {
+      data.status = 'done';
+      data.completedAt = new Date();
+    } else if (explicitReopen) {
+      data.status = 'open';
+      data.completedAt = null;
+      data.completedByIds = [];
+    } else if (explicitCancel) {
+      data.status = 'canceled';
+    } else if (nextMode === 'any' && modeChanged) {
+      data.completedByIds = [];
+    } else if (nextMode === 'all' && (modeChanged || nextAssigneeIds)) {
+      const reconciled = reconcileAllShares(nextIds, existing?.completedByIds ?? []);
+      data.completedByIds = reconciled.completedByIds;
+      const finishedStaysFinished = existing?.status === 'done' && !nextAssigneeIds;
+      if (existing?.status !== 'canceled' && !finishedStaysFinished) {
+        if (reconciled.status === 'done' && existing?.status !== 'done') {
+          data.status = 'done';
+          data.completedAt = new Date();
+        } else if (reconciled.status === 'open' && existing?.status === 'done') {
+          data.status = 'open';
+          data.completedAt = null;
+        }
+      }
     }
 
     const row = await this.prisma.activity.update({
@@ -881,7 +984,7 @@ export class ActivitiesService {
         addedParticipants.filter((uid) => !assigneeSet.has(uid)),
       );
     }
-    if (dto.status === 'done' && existing?.status !== 'done') {
+    if (data.status === 'done' && existing?.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
     return this.toDto(row, await this.ctx(organizationId));
@@ -891,18 +994,74 @@ export class ActivitiesService {
     organizationId: string,
     id: string,
     actor: ActivityActor,
+    options: { force?: boolean; undo?: boolean } = {},
   ): Promise<ActivityDto> {
     await this.ensureExists(organizationId, id, actor);
     const existing = await this.prisma.activity.findFirst({
       where: { id, organizationId },
-      select: { status: true },
+      select: {
+        status: true,
+        completionMode: true,
+        completedByIds: true,
+        createdById: true,
+        assigneeId: true,
+        assignees: { select: { id: true } },
+      },
     });
+    if (!existing) throw new NotFoundException('فعالیت پیدا نشد');
+    if (existing.status === 'canceled') {
+      throw new BadRequestException('فعالیت لغو شده است');
+    }
+
+    const assignees = assigneeIdList(existing);
+    const allowedForce = canForceClose(actor, existing.createdById);
+    if (options.force && !allowedForce) {
+      throw new ForbiddenException('بستن فعالیت برای همه فقط برای سازنده یا مدیر ممکن است');
+    }
+
+    if (options.undo) {
+      if (existing.completionMode !== 'all' || existing.status !== 'open') {
+        throw new BadRequestException('سهم انجام‌شده را فقط تا وقتی فعالیت باز است می‌توان لغو کرد');
+      }
+      const row = await this.prisma.activity.update({
+        where: { id },
+        data: {
+          completedByIds: existing.completedByIds.filter((uid) => uid !== actor.userId),
+        },
+        include,
+      });
+      return this.toDto(row, await this.ctx(organizationId));
+    }
+
+    const personal =
+      existing.completionMode === 'all' && assignees.length > 1 && !options.force;
+    if (!personal) {
+      const row = await this.prisma.activity.update({
+        where: { id },
+        data: { status: 'done', completedAt: new Date() },
+        include,
+      });
+      if (existing.status !== 'done') await this.fireDone(organizationId, row);
+      return this.toDto(row, await this.ctx(organizationId));
+    }
+
+    if (!assignees.includes(actor.userId)) {
+      throw new ForbiddenException('فقط مسئول این فعالیت می‌تواند سهم خودش را ثبت کند');
+    }
+    const reconciled = reconcileAllShares(assignees, [
+      ...existing.completedByIds,
+      actor.userId,
+    ]);
     const row = await this.prisma.activity.update({
       where: { id },
-      data: { status: 'done', completedAt: new Date() },
+      data: {
+        completedByIds: reconciled.completedByIds,
+        status: reconciled.status,
+        completedAt: reconciled.status === 'done' ? new Date() : null,
+      },
       include,
     });
-    if (existing?.status !== 'done') {
+    if (reconciled.status === 'done' && existing.status !== 'done') {
       await this.fireDone(organizationId, row);
     }
     return this.toDto(row, await this.ctx(organizationId));
@@ -1108,16 +1267,7 @@ export class ActivitiesService {
     typeRows: TypeRow[] = [],
   ): Prisma.ActivityWhereInput {
     const { start, end } = dayBounds();
-    const scope: Prisma.ActivityWhereInput =
-      desk === 'mine'
-        ? {
-            OR: [
-              { assigneeId: actor.userId },
-              { assignees: { some: { id: actor.userId } } },
-              { participantIds: { has: actor.userId } },
-            ],
-          }
-        : activityAccessWhere(actor);
+    const scope = this.deskScope(actor, desk);
     const facetAssignee = facets?.assigneeId?.trim();
     const facetTypeDef = facets?.typeDefId?.trim();
     const facetTitle = facets?.title?.trim();
@@ -1418,6 +1568,8 @@ export class ActivitiesService {
       reminderNotifySms: row.reminderNotifySms,
       reminderSentAt: row.reminderSentAt?.toISOString() ?? null,
       completedAt: row.completedAt?.toISOString() ?? null,
+      completionMode: row.completionMode ?? 'any',
+      completedByIds: row.completedByIds ?? [],
       importSource: row.importSource ?? 'manual',
       promotedFromPriorAt: row.promotedFromPriorAt?.toISOString() ?? null,
       tags: row.tags ?? [],

apps/api/src/activities/dto.ts

@@ -384,6 +384,10 @@ export class CreateActivityDto {
   @IsArray()
   @IsString({ each: true })
   assigneeIds?: string[];
+
+  @IsOptional()
+  @IsIn(['any', 'all'])
+  completionMode?: 'any' | 'all';
 }
 
 export class UpdateActivityDto {
@@ -484,4 +488,8 @@ export class UpdateActivityDto {
   @IsArray()
   @IsString({ each: true })
   assigneeIds?: string[];
+
+  @IsOptional()
+  @IsIn(['any', 'all'])
+  completionMode?: 'any' | 'all';
 }

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

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

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

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

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

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

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

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

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

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

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

@@ -218,11 +218,15 @@ export class PeopleService implements OnModuleInit {
     if (disc) and.push(disc);
     if (groupIds.length) and.push({ groupLinks: { some: { groupId: { in: groupIds } } } });
     return {
-      organizationId: actor.organizationId,
-      ...customersPersonWhere(actor),
-      ...(moods.length ? { mood: { in: moods } } : {}),
-      ...(sources.length ? { importSource: { in: sources } } : {}),
-      ...(and.length ? { AND: and } : {}),
+      AND: [
+        {
+          organizationId: actor.organizationId,
+          ...customersPersonWhere(actor),
+        },
+        ...(moods.length ? [{ mood: { in: moods } }] : []),
+        ...(sources.length ? [{ importSource: { in: sources } }] : []),
+        ...and,
+      ],
     };
   }
 

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

@@ -438,6 +438,77 @@ export class TahesabPersonLinkService {
     };
   }
 
+  /**
+   * کدهایی که لینک ندارند ولی شماره‌شان مال مشتریِ از قبل لینک‌شدهٔ همین اتصال است.
+   * یک شخص فقط یک کد ته‌حساب دارد؛ این کدها مشتری تازه نیستند.
+   */
+  private async duplicateOwners(
+    organizationId: string,
+    connectionId: string,
+    rows: Array<{ moshtariCode: number | null; tel: string }>,
+  ) {
+    const pending = rows.filter(
+      (row): row is { moshtariCode: number; tel: string } => row.moshtariCode != null,
+    );
+    const keys = [
+      ...new Set(pending.flatMap((row) => phoneIdentityKeys(storedPhoneNumber(row.tel)))),
+    ];
+    const out = new Map<
+      number,
+      { moshtariCode: number; personId: string; personName: string }
+    >();
+    if (!keys.length) return out;
+
+    const people = await this.prisma.person.findMany({
+      where: {
+        organizationId,
+        OR: [{ mobile: { in: keys } }, { phone: { in: keys } }],
+        accountingLinks: { some: { connectionId } },
+      },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        mobile: true,
+        phone: true,
+        accountingLinks: {
+          where: { connectionId },
+          select: { moshtariCode: true },
+          take: 1,
+        },
+      },
+    });
+    const byKey = new Map<
+      string,
+      { moshtariCode: number; personId: string; personName: string }
+    >();
+    for (const person of people) {
+      const link = person.accountingLinks[0];
+      if (!link) continue;
+      const info = {
+        moshtariCode: link.moshtariCode,
+        personId: person.id,
+        personName: `${person.firstName} ${person.lastName}`.trim(),
+      };
+      for (const key of [
+        ...phoneIdentityKeys(person.mobile),
+        ...phoneIdentityKeys(person.phone),
+      ]) {
+        if (!byKey.has(key)) byKey.set(key, info);
+      }
+    }
+    for (const row of pending) {
+      for (const key of phoneIdentityKeys(storedPhoneNumber(row.tel))) {
+        const hit = byKey.get(key);
+        if (hit && hit.moshtariCode !== row.moshtariCode) {
+          out.set(row.moshtariCode, hit);
+          break;
+        }
+      }
+    }
+    return out;
+  }
+
   async search(organizationId: string, dto: SearchTahesabDto) {
     const { api } = await this.connections.getApi(
       organizationId,
@@ -516,7 +587,7 @@ export class TahesabPersonLinkService {
           });
     const byCode = new Map(existing.map((e) => [e.moshtariCode, e]));
 
-    const results = mapped.map((row) => {
+    const linked = mapped.map((row) => {
       const link = row.moshtariCode != null ? byCode.get(row.moshtariCode) : undefined;
       return {
         ...row,
@@ -527,6 +598,22 @@ export class TahesabPersonLinkService {
           : null,
       };
     });
+    const duplicates = await this.duplicateOwners(
+      organizationId,
+      dto.connectionId,
+      linked.filter((row) => !row.alreadyLinked),
+    );
+    const results = linked.map((row) => {
+      if (row.alreadyLinked || row.moshtariCode == null) return row;
+      const dup = duplicates.get(row.moshtariCode);
+      if (!dup) return row;
+      return {
+        ...row,
+        duplicateOfCode: dup.moshtariCode,
+        duplicatePersonId: dup.personId,
+        duplicatePersonName: dup.personName,
+      };
+    });
 
     await this.prisma.accountingSyncJob.create({
       data: {
@@ -601,7 +688,6 @@ export class TahesabPersonLinkService {
     const sourceRef = String(dto.moshtariCode);
 
     let personId = dto.personId;
-    let preserveExistingLink = false;
     if (personId) {
       const existing = await this.getPerson(organizationId, personId);
       const prevFirst = existing.firstName;
@@ -630,8 +716,8 @@ export class TahesabPersonLinkService {
       });
     } else {
       // اگر موبایل تکراری است → همان شخص؛ نام قبلی حفظ و نام ته‌حساب جایگزین.
-      // اگر همان شخص قبلاً به کد دیگری از این اتصال لینک شده، لینک جابه‌جا نمی‌شود
-      // تا کد قبلی دوباره «واردنشده» نشود و مشتری تکراری ساخته نشود.
+      // اگر همان شخص قبلاً به کد دیگری از این اتصال لینک شده، نام و لینک دست نمی‌خورند
+      // تا کد قبلی جابه‌جا نشود و این کد هم مشتری تکراری نسازد.
       const mobileKeys = phoneIdentityKeys(mobile);
       const matches = mobileKeys.length
         ? await this.prisma.person.findMany({
@@ -651,7 +737,22 @@ export class TahesabPersonLinkService {
       const byMobile = matches.find((person) => person.importSource === 'tahesab') ?? matches[0] ?? null;
       if (byMobile) {
         const linkedCode = byMobile.accountingLinks[0]?.moshtariCode;
-        preserveExistingLink = linkedCode != null && linkedCode !== dto.moshtariCode;
+        if (linkedCode != null && linkedCode !== dto.moshtariCode) {
+          const existing = await this.prisma.personAccountingLink.findFirst({
+            where: { personId: byMobile.id, connectionId: dto.connectionId },
+            include: {
+              connection: { select: { label: true, dbName: true, isDefault: true } },
+            },
+          });
+          if (!existing) {
+            throw new NotFoundException('لینک ته‌حساب این مشتری یافت نشد.');
+          }
+          return {
+            personId: byMobile.id,
+            link: this.linkDto(existing),
+            duplicateOf: linkedCode,
+          };
+        }
         const nameChanged =
           `${byMobile.firstName} ${byMobile.lastName}`.trim() !==
           `${firstName} ${lastName}`.trim();
@@ -670,7 +771,7 @@ export class TahesabPersonLinkService {
               : {}),
             ...carryPreviousSource(byMobile, 'tahesab'),
             importSource: 'tahesab',
-            sourceRef: preserveExistingLink ? String(linkedCode) : sourceRef,
+            sourceRef,
             ...(!byMobile.birthDate && pickBirthDate(row) ? { birthDate: pickBirthDate(row) } : {}),
             ...canonicalMobileUpdate(mobile, byMobile),
           },
@@ -696,32 +797,6 @@ export class TahesabPersonLinkService {
       }
     }
 
-    if (preserveExistingLink) {
-      await this.applyTahesabGroup(organizationId, dto.connectionId, personId, row);
-      const existing = await this.prisma.personAccountingLink.findFirst({
-        where: { personId, connectionId: dto.connectionId },
-        include: {
-          connection: { select: { label: true, dbName: true, isDefault: true } },
-        },
-      });
-      if (!existing) {
-        throw new NotFoundException('لینک ته‌حساب این مشتری یافت نشد.');
-      }
-      if (!options?.skipJob) {
-        await this.prisma.accountingSyncJob.create({
-          data: {
-            organizationId,
-            connectionId: dto.connectionId,
-            kind: 'import',
-            status: 'success',
-            request: dto as unknown as Prisma.InputJsonValue,
-            result: { personId, linkId: existing.id, keptLink: true } as Prisma.InputJsonValue,
-          },
-        });
-      }
-      return { personId, link: this.linkDto(existing) };
-    }
-
     const link = await this.prisma.personAccountingLink.upsert({
       where: {
         personId_connectionId: {
@@ -822,6 +897,7 @@ export class TahesabPersonLinkService {
     let emptyStreak = 0;
     let imported = 0;
     let updated = 0;
+    let duplicate = 0;
     let failed = 0;
     const errors: string[] = [];
     const maxPages = 300;
@@ -869,13 +945,14 @@ export class TahesabPersonLinkService {
             );
             updated += 1;
           } else {
-            await this.importFromTahesab(
+            const created = await this.importFromTahesab(
               organizationId,
               { connectionId, moshtariCode: code },
               { api, row },
               { skipJob: true },
             );
-            imported += 1;
+            if (created.duplicateOf) duplicate += 1;
+            else imported += 1;
           }
         } catch (err) {
           failed += 1;
@@ -891,20 +968,26 @@ export class TahesabPersonLinkService {
       errors.push('فهرست مشتریان از سقف خواندن خودکار بیشتر بود.');
     }
 
-    const summary = `${imported} وارد شد، ${updated} به‌روز شد، ${failed} خطا`;
+    const summary = [
+      `${imported} وارد شد`,
+      `${updated} به‌روز شد`,
+      ...(duplicate ? [`${duplicate} شماره تکراری`] : []),
+      `${failed} خطا`,
+    ].join('، ');
     await this.prisma.accountingSyncJob.create({
       data: {
         organizationId,
         connectionId,
         kind: 'customer-sync',
         status: !imported && !updated && (failed > 0 || errors.length > 0) ? 'error' : 'success',
-        result: { imported, updated, failed, pages: page - 1 } as Prisma.InputJsonValue,
+        result: { imported, updated, duplicate, failed, pages: page - 1 } as Prisma.InputJsonValue,
       },
     });
     this.logger.log(`همگام‌سازی مشتریان ته‌حساب ${connectionId}: ${summary}`);
     return {
       imported,
       updated,
+      duplicate,
       failed,
       summary,
       error: errors.length ? errors.join('؛ ') : null,
@@ -1029,6 +1112,16 @@ export class TahesabPersonLinkService {
           { connectionId: dto.connectionId, moshtariCode },
           bulkApi ? { api: bulkApi, row: rowsByCode.get(moshtariCode) } : undefined,
         );
+        if (r.duplicateOf) {
+          items.push({
+            moshtariCode,
+            ok: true,
+            skipped: true,
+            personId: r.personId,
+            error: `شماره تکراری است و قبلاً با کد ${r.duplicateOf} لینک شده`,
+          });
+          continue;
+        }
         items.push({ moshtariCode, ok: true, personId: r.personId });
       } catch (e) {
         const message =

apps/api/src/integrations/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) => [
@@ -161,22 +171,77 @@ export class LeadsService {
     if (opts.hasMobile) {
       and.push({ mobile: { not: '' } });
     }
+    const follow = this.followUpWhere(opts.followUp);
+    if (follow) and.push(follow);
+    const createdRange = this.createdAtWhere(opts.createdFrom, opts.createdTo);
+    if (createdRange) and.push(createdRange);
     return {
-      organizationId: actor.organizationId,
-      ...leadAccessWhere(actor),
-      archivedAt: opts.archived ? { not: null } : null,
-      ...(opts.stageId ? { stageId: opts.stageId } : {}),
-      ...(opts.assigneeId ? { assigneeId: opts.assigneeId } : {}),
-      ...(opts.unassigned ? { assigneeId: null } : {}),
-      ...(opts.city ? { city: { contains: opts.city, mode: 'insensitive' } } : {}),
-      ...(opts.region
-        ? { region: { contains: opts.region, mode: 'insensitive' } }
-        : {}),
-      ...(opts.trade ? { trade: { contains: opts.trade, mode: 'insensitive' } } : {}),
-      ...(opts.source
-        ? { source: { contains: opts.source, mode: 'insensitive' } }
-        : {}),
-      ...(and.length ? { AND: and } : {}),
+      AND: [
+        {
+          organizationId: actor.organizationId,
+          ...leadAccessWhere(actor),
+          archivedAt: opts.archived ? { not: null } : null,
+          ...(opts.converted ? { convertedPersonId: { not: null } } : {}),
+          ...(opts.stageId ? { stageId: opts.stageId } : {}),
+          ...(opts.city ? { city: { contains: opts.city, mode: 'insensitive' } } : {}),
+          ...(opts.region
+            ? { region: { contains: opts.region, mode: 'insensitive' } }
+            : {}),
+          ...(opts.trade ? { trade: { contains: opts.trade, mode: 'insensitive' } } : {}),
+          ...(opts.source
+            ? { source: { contains: opts.source, mode: 'insensitive' } }
+            : {}),
+        },
+        ...(opts.unassigned ? [{ assigneeId: null }] : []),
+        ...(opts.assigneeId && !opts.unassigned ? [{ assigneeId: opts.assigneeId }] : []),
+        ...and,
+      ],
+    };
+  }
+
+  /** مرز روز به وقت تهران برای فیلترهای «امروز». */
+  private tehranDayBounds(day = tehranDayKey()) {
+    const start = tehranDayStart(day);
+    const end = tehranDayStart(addDays(day, 1));
+    return { start, end };
+  }
+
+  private followUpWhere(followUp?: string): Prisma.LeadWhereInput | null {
+    if (!followUp) return null;
+    const { start, end } = this.tehranDayBounds();
+    switch (followUp) {
+      case 'due_today':
+        return { nextFollowUpAt: { gte: start, lt: end } };
+      case 'overdue':
+        return { nextFollowUpAt: { not: null, lt: start } };
+      case 'called_today':
+        return { lastContactAt: { gte: start, lt: end } };
+      case 'missed_today':
+        return {
+          nextFollowUpAt: { not: null, lt: end },
+          OR: [{ lastContactAt: null }, { lastContactAt: { lt: start } }],
+        };
+      case 'no_follow_up':
+        return { nextFollowUpAt: null };
+      default:
+        return null;
+    }
+  }
+
+  private createdAtWhere(
+    createdFrom?: string,
+    createdTo?: string,
+  ): Prisma.LeadWhereInput | null {
+    const from = isDayKey(createdFrom) ? tehranDayStart(createdFrom) : null;
+    const to = isDayKey(createdTo)
+      ? tehranDayStart(addDays(createdTo, 1))
+      : null;
+    if (!from && !to) return null;
+    return {
+      createdAt: {
+        ...(from ? { gte: from } : {}),
+        ...(to ? { lt: to } : {}),
+      },
     };
   }
 
@@ -194,8 +259,12 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       sort?: string;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
   ): Promise<PaginatedResponse<LeadDto>> {
     await this.stages.ensureDefaults(actor.organizationId);
@@ -243,7 +312,11 @@ export class LeadsService {
       source?: string;
       unassigned?: boolean;
       archived?: boolean;
+      converted?: boolean;
       hasMobile?: boolean;
+      followUp?: string;
+      createdFrom?: string;
+      createdTo?: string;
     },
     max = FILTERED_IDS_MAX,
   ): Promise<FilteredIdsResponse> {
@@ -1116,7 +1189,7 @@ export class LeadsService {
       newStage
         ? this.prisma.lead.count({ where: { ...base, stageId: newStage.id } })
         : Promise.resolve(0),
-      this.prisma.lead.count({ where: { ...base, assigneeId: null } }),
+      this.prisma.lead.count({ where: { AND: [base, { assigneeId: null }] } }),
       convertedIds.length
         ? this.prisma.lead.count({
             where: { ...base, stageId: { in: convertedIds } },

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

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

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

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

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

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

apps/api/src/platform/dto.ts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

apps/web/src/components/JalaliDateInput.vue

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

apps/web/src/components/MoneyInput.vue

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

apps/web/src/components/StagePathStrip.vue

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

apps/web/src/components/UserMultiSelect.vue

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

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

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

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

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

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

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

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

@@ -0,0 +1,682 @@
+<script setup lang="ts">
+import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue';
+import axios from 'axios';
+import { CloseOutlined, PlusOutlined } from '@ant-design/icons-vue';
+import {
+  Alert as AAlert,
+  Button as AButton,
+  Col as ACol,
+  Divider as ADivider,
+  Flex as AFlex,
+  Row as ARow,
+  Select as ASelect,
+  Image as AImage,
+  Spin as ASpin,
+  Typography,
+  theme,
+} from 'ant-design-vue';
+import type { ActivityDto } from '@mento/shared';
+import { api } from '@/lib/api';
+import { bindThreadMedia, parseActivityThread } from '@/lib/activity-thread';
+import { noteChips } from '@/lib/lead-form-notes';
+import {
+  formatClockFa,
+  formatJalaliDay,
+  formatJalaliDayClock,
+  formatJalaliNumeric,
+  formatLocalDateTimeInput,
+  parseLocalInput,
+  startOfLocalDay,
+} from '@/lib/jalali';
+import { useAuthStore } from '@/stores/auth';
+import ActivityCommentSheet from '@/components/activities/ActivityCommentSheet.vue';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
+
+const props = defineProps<{
+  activityId: string | null;
+}>();
+
+const emit = defineEmits<{
+  close: [];
+  changed: [];
+  full: [id: string];
+}>();
+
+const { Text: ATypographyText, Paragraph: ATypographyParagraph, Link: ATypographyLink } = Typography;
+const { token } = theme.useToken();
+const auth = useAuthStore();
+
+const rendered = ref(false);
+const placed = ref(false);
+const panelEl = ref<HTMLElement | null>(null);
+const frame = ref({ left: 12, top: 12, width: 440, maxHeight: 560, shift: 88 });
+let hideTimer = 0;
+let reveal = false;
+const VIEW_PAD = 16;
+
+function cardEl(id: string) {
+  return document.querySelector<HTMLElement>(`.ant-card[data-card-id="${CSS.escape(id)}"]`);
+}
+
+function columnScroller(el: HTMLElement) {
+  let node = el.parentElement;
+  while (node) {
+    const style = getComputedStyle(node);
+    const scrolls = style.overflowY === 'auto' || style.overflowY === 'scroll';
+    if (scrolls && node.scrollHeight > node.clientHeight + 2) return node;
+    node = node.parentElement;
+  }
+  return null;
+}
+
+function panelExtent() {
+  const content = panelEl.value?.scrollHeight ?? 0;
+  return content > 80 ? content : 328;
+}
+
+/** Lift the column so a top-aligned panel fits. The last card may have no room left. */
+function liftColumn(el: HTMLElement, cardTop: number, height: number, vh: number) {
+  const overflow = cardTop + height - (vh - VIEW_PAD);
+  if (overflow <= 8) return;
+  const scroller = columnScroller(el);
+  if (!scroller) return;
+  const room = scroller.scrollHeight - scroller.clientHeight - scroller.scrollTop;
+  const delta = Math.min(overflow, Math.max(0, room));
+  if (delta <= 8) return;
+  const motion = window.matchMedia('(prefers-reduced-motion: reduce)').matches ? 'auto' : 'smooth';
+  scroller.scrollBy({ top: delta, behavior: motion });
+}
+
+function measure() {
+  const id = props.activityId;
+  if (!id) return;
+  const el = cardEl(id);
+  if (!el) return;
+  let rect = el.getBoundingClientRect();
+  if (rect.width < 8) return;
+  const vw = window.innerWidth;
+  const vh = window.innerHeight;
+  const width = Math.min(440, vw - 24);
+  const gap = 10;
+  const side: 'left' | 'right' = rect.left >= vw - rect.right ? 'left' : 'right';
+  let left = side === 'left' ? rect.left - gap - width : rect.right + gap;
+  left = Math.max(12, Math.min(left, vw - width - 12));
+  const height = Math.min(panelExtent(), Math.max(160, vh - VIEW_PAD * 2));
+  if (reveal) {
+    reveal = false;
+    liftColumn(el, rect.top, height, vh);
+    rect = el.getBoundingClientRect();
+  }
+  let top = rect.top;
+  const maxTop = vh - VIEW_PAD - height;
+  if (top > maxTop) top = Math.max(VIEW_PAD, maxTop);
+  if (top < VIEW_PAD) top = VIEW_PAD;
+  const maxHeight = Math.max(160, vh - VIEW_PAD - top);
+  const travel = Math.min(120, Math.round(width * 0.28));
+  frame.value = { left, top, width, maxHeight, shift: side === 'left' ? travel : -travel };
+}
+
+const panelStyle = computed(() => ({
+  position: 'fixed' as const,
+  zIndex: 1050,
+  top: `${frame.value.top}px`,
+  left: `${frame.value.left}px`,
+  width: `${frame.value.width}px`,
+  maxHeight: `${frame.value.maxHeight}px`,
+  overflow: 'auto' as const,
+  boxSizing: 'border-box' as const,
+  padding: `${token.value.padding}px`,
+  background: token.value.colorBgElevated,
+  color: token.value.colorText,
+  border: `1px solid ${token.value.colorBorderSecondary}`,
+  borderRadius: `${token.value.borderRadiusLG}px`,
+  boxShadow: token.value.boxShadowSecondary,
+  transform: placed.value ? 'translate3d(0, 0, 0)' : `translate3d(${frame.value.shift}px, 0, 0)`,
+  opacity: placed.value ? 1 : 0,
+  transition: 'transform 220ms cubic-bezier(.2, .8, .2, 1), opacity 180ms ease',
+  pointerEvents: placed.value ? ('auto' as const) : ('none' as const),
+}));
+
+function onViewport() {
+  if (props.activityId) measure();
+}
+
+function onPointerDown(event: PointerEvent) {
+  if (!props.activityId || !placed.value) return;
+  const target = event.target;
+  if (!(target instanceof Node)) return;
+  if (panelEl.value?.contains(target)) return;
+  if (commentOpen.value) return;
+  if (target instanceof Element && target.closest('.ant-select-dropdown, #jalali-picker, .layer, .ant-image-preview-root, .ant-image-preview-wrap')) return;
+  const card = cardEl(props.activityId);
+  if (card?.contains(target)) return;
+  emit('close');
+}
+
+function onKey(event: KeyboardEvent) {
+  if (event.key !== 'Escape' || !props.activityId) return;
+  if (commentOpen.value) return;
+  emit('close');
+}
+
+onMounted(() => {
+  window.addEventListener('resize', onViewport);
+  window.addEventListener('scroll', onViewport, true);
+  document.addEventListener('pointerdown', onPointerDown, true);
+  document.addEventListener('keydown', onKey);
+});
+
+onBeforeUnmount(() => {
+  window.removeEventListener('resize', onViewport);
+  window.removeEventListener('scroll', onViewport, true);
+  document.removeEventListener('pointerdown', onPointerDown, true);
+  document.removeEventListener('keydown', onKey);
+  window.clearTimeout(hideTimer);
+  clearNoteMedia();
+});
+
+const activity = ref<ActivityDto | null>(null);
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const commentOpen = ref(false);
+const postponeKey = ref('h1');
+const customDue = ref('');
+
+type NoteMedia = {
+  id: string;
+  name: string;
+  url: string;
+  kind: 'image' | 'audio' | 'file';
+  createdAt: string;
+};
+const noteMedia = ref<NoteMedia[]>([]);
+
+function clearNoteMedia() {
+  for (const item of noteMedia.value) URL.revokeObjectURL(item.url);
+  noteMedia.value = [];
+}
+
+const isClosed = computed(
+  () => activity.value?.status === 'done' || activity.value?.status === 'canceled',
+);
+const needsEveryone = computed(
+  () => activity.value?.completionMode === 'all' && (activity.value.assignees?.length ?? 0) > 1,
+);
+const myShareDone = computed(() => {
+  const mine = auth.user?.id;
+  return Boolean(mine && activity.value?.completedByIds?.includes(mine));
+});
+const actionLabel = computed(() => {
+  if (isClosed.value) return 'بازگشایی';
+  if (needsEveryone.value && myShareDone.value) return 'لغو انجام';
+  return 'انجام شده';
+});
+
+const createdLabel = computed(() => {
+  const raw = activity.value?.createdAt;
+  if (!raw) return '—';
+  const date = new Date(raw);
+  return `${formatJalaliDay(date)} - ${formatClockFa(date)}`;
+});
+
+const thread = computed(() => parseActivityThread(activity.value?.description));
+const plainNote = computed(() => (thread.value ? '' : activity.value?.description?.trim() || ''));
+const threadBlocks = computed(() => {
+  const entries = thread.value;
+  if (!entries) return null;
+  return bindThreadMedia(entries, noteMedia.value);
+});
+const looseImages = computed(() =>
+  (threadBlocks.value?.loose ?? noteMedia.value).filter((item) => item.kind === 'image'),
+);
+
+const noteScrollStyle = computed(() => ({
+  maxHeight: '220px',
+  overflow: 'auto',
+}));
+
+const noteBubbleStyle = computed(() => ({
+  padding: '8px 12px',
+  border: `1px solid ${token.value.colorBorderSecondary}`,
+  borderRadius: `${token.value.borderRadius}px`,
+  background: token.value.colorFillAlter,
+}));
+
+const postponeBase = computed(() => {
+  const now = new Date();
+  const due = activity.value?.dueAt ? new Date(activity.value.dueAt) : now;
+  if (Number.isNaN(due.getTime()) || due.getTime() <= now.getTime()) return now;
+  return due;
+});
+
+function addMinutes(mins: number) {
+  return new Date(postponeBase.value.getTime() + mins * 60_000);
+}
+
+function tomorrowMorning() {
+  const d = startOfLocalDay(new Date());
+  d.setDate(d.getDate() + 1);
+  d.setHours(10, 0, 0, 0);
+  return d;
+}
+
+function nextSaturdayMorning() {
+  const d = startOfLocalDay(new Date());
+  const untilSaturday = (6 - d.getDay() + 7) % 7;
+  d.setDate(d.getDate() + (untilSaturday === 0 ? 7 : untilSaturday));
+  d.setHours(10, 0, 0, 0);
+  return d;
+}
+
+const postponeChoices = computed(() => {
+  const h1 = addMinutes(60);
+  const morning = tomorrowMorning();
+  const saturday = nextSaturdayMorning();
+  const week = new Date(postponeBase.value.getTime());
+  week.setDate(week.getDate() + 7);
+  return [
+    { key: 'h1', label: `یک ساعت دیرتر · ${formatClockFa(h1)}`, at: h1 },
+    { key: 'tomorrow-am', label: `فردا صبح · ${formatClockFa(morning)}`, at: morning },
+    { key: 'next-saturday', label: `شنبه آینده · ${formatJalaliDayClock(saturday)}`, at: saturday },
+    { key: 'next-week', label: `هفته آینده · ${formatJalaliDayClock(week)}`, at: week },
+    { key: 'custom', label: 'زمان دلخواه', at: null },
+  ];
+});
+
+const postponeReady = computed(() => {
+  if (postponeKey.value === 'custom') return Boolean(parseLocalInput(customDue.value));
+  return postponeChoices.value.some((item) => item.key === postponeKey.value && item.at);
+});
+
+function resetDrafts() {
+  commentOpen.value = false;
+  postponeKey.value = 'h1';
+  customDue.value = '';
+}
+
+function apiMessage(e: unknown, fallback: string) {
+  if (axios.isAxiosError(e)) {
+    const msg = (e.response?.data as { message?: string | string[] } | undefined)?.message;
+    if (Array.isArray(msg)) return msg[0] ?? fallback;
+    if (typeof msg === 'string' && msg) return msg;
+  }
+  return fallback;
+}
+
+async function loadNoteMedia(row: ActivityDto) {
+  clearNoteMedia();
+  const next: NoteMedia[] = [];
+  for (const image of row.images ?? []) {
+    const mime = image.mimeType.toLowerCase();
+    const kind = mime.startsWith('audio/') ? 'audio' : mime.startsWith('image/') ? 'image' : 'file';
+    try {
+      const { data } = await api.get<Blob>(`/activities/${row.id}/images/${image.id}`, {
+        responseType: 'blob',
+      });
+      const url = URL.createObjectURL(data);
+      if (props.activityId !== row.id) {
+        URL.revokeObjectURL(url);
+        continue;
+      }
+      next.push({
+        id: image.id,
+        name: image.fileName,
+        url,
+        kind,
+        createdAt: image.createdAt,
+      });
+    } catch {
+      /* فایل در دسترس نیست */
+    }
+  }
+  if (props.activityId !== row.id) {
+    for (const item of next) URL.revokeObjectURL(item.url);
+    return;
+  }
+  noteMedia.value = next;
+  await nextTick();
+  measure();
+}
+
+async function load(id: string) {
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<ActivityDto>(`/activities/${id}`);
+    if (props.activityId !== id) return;
+    activity.value = data;
+    if (!customDue.value) customDue.value = formatLocalDateTimeInput(addMinutes(60));
+    void loadNoteMedia(data);
+  } catch (e) {
+    if (props.activityId === id) {
+      activity.value = null;
+      error.value = apiMessage(e, 'بارگذاری فعالیت ناموفق بود.');
+    }
+  } finally {
+    if (props.activityId === id) {
+      loading.value = false;
+      reveal = true;
+      await nextTick();
+      measure();
+    }
+  }
+}
+
+watch(
+  () => props.activityId,
+  async (id, prev) => {
+    if (!id) {
+      activity.value = null;
+      error.value = '';
+      resetDrafts();
+      clearNoteMedia();
+      placed.value = false;
+      window.clearTimeout(hideTimer);
+      hideTimer = window.setTimeout(() => {
+        if (!props.activityId) rendered.value = false;
+      }, 230);
+      return;
+    }
+    window.clearTimeout(hideTimer);
+    if (prev && prev !== id) {
+      resetDrafts();
+      activity.value = null;
+      clearNoteMedia();
+    }
+    if (prev && prev !== id && rendered.value) placed.value = false;
+    rendered.value = true;
+    measure();
+    await nextTick();
+    measure();
+    requestAnimationFrame(() => {
+      requestAnimationFrame(() => {
+        if (props.activityId === id) placed.value = true;
+      });
+    });
+    void load(id);
+  },
+  { immediate: true },
+);
+
+async function runAction() {
+  const id = props.activityId;
+  const row = activity.value;
+  if (!id || !row || saving.value) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    if (isClosed.value) {
+      await api.patch(`/activities/${id}`, { status: 'open' });
+      await load(id);
+      emit('changed');
+      return;
+    }
+    const undo = needsEveryone.value && myShareDone.value;
+    const { data } = await api.patch<ActivityDto>(`/activities/${id}/complete`, undefined, {
+      params: undo ? { undo: '1' } : undefined,
+    });
+    if (data.status === 'done') {
+      emit('changed');
+      emit('close');
+      return;
+    }
+    activity.value = data;
+    emit('changed');
+  } catch (e) {
+    error.value = apiMessage(e, 'ثبت تغییر ناموفق بود.');
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function postponeTo(iso: string) {
+  const id = props.activityId;
+  if (!id || saving.value) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    await api.patch(`/activities/${id}`, { dueAt: iso });
+    await load(id);
+    emit('changed');
+  } catch (e) {
+    error.value = apiMessage(e, 'تعویق فعالیت ناموفق بود.');
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function submitComment(payload: { text: string; photoOnly: boolean }) {
+  const id = props.activityId;
+  const row = activity.value;
+  const body = payload.text.trim() || (payload.photoOnly ? 'عکس پیوست شد.' : '');
+  if (!id || !row || !body) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    const prev = row.description?.trim();
+    const now = new Date();
+    const author = auth.user?.fullName?.trim();
+    const stamp = `[${formatJalaliNumeric(now)} ساعت ${formatClockFa(now)}${author ? ` — ${author}` : ''}]`;
+    const entry = `${stamp}\n${body}`;
+    await api.patch(`/activities/${id}`, { description: prev ? `${prev}\n\n${entry}` : entry });
+    commentOpen.value = false;
+    await load(id);
+    emit('changed');
+  } catch (e) {
+    error.value = apiMessage(e, 'ثبت نظر ناموفق بود.');
+    throw e;
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function applyPostpone() {
+  if (postponeKey.value === 'custom') {
+    const at = parseLocalInput(customDue.value);
+    if (!at) return;
+    await postponeTo(at.toISOString());
+    return;
+  }
+  const at = postponeChoices.value.find((item) => item.key === postponeKey.value)?.at;
+  if (at) await postponeTo(at.toISOString());
+}
+
+function openFull() {
+  if (!props.activityId) return;
+  emit('full', props.activityId);
+}
+</script>
+
+<template>
+  <Teleport to="body">
+    <div
+      v-if="rendered"
+      ref="panelEl"
+      role="dialog"
+      dir="rtl"
+      :aria-label="activity?.title || 'جزئیات فعالیت'"
+      :style="panelStyle"
+    >
+    <a-flex justify="flex-end" :style="{ marginBottom: '8px' }">
+      <a-button type="text" aria-label="بستن" @click="emit('close')">
+        <template #icon><CloseOutlined /></template>
+      </a-button>
+    </a-flex>
+
+    <a-spin :spinning="loading">
+      <a-alert v-if="error" type="error" :message="error" show-icon :style="{ marginBottom: '12px' }" />
+      <template v-if="activity">
+        <a-row :gutter="[16, 12]">
+          <a-col :xs="24" :sm="12">
+            <a-flex vertical :gap="2">
+              <a-typography-text type="secondary">ایجاد شده توسط</a-typography-text>
+              <a-typography-text>{{ activity.createdBy?.fullName || '—' }}</a-typography-text>
+            </a-flex>
+          </a-col>
+          <a-col :xs="24" :sm="12">
+            <a-flex vertical :gap="2">
+              <a-typography-text type="secondary">تاریخ ایجاد</a-typography-text>
+              <a-typography-text>{{ createdLabel }}</a-typography-text>
+            </a-flex>
+          </a-col>
+        </a-row>
+
+        <a-divider :style="{ margin: '16px 0 12px' }" />
+        <a-flex justify="space-between" align="center" :style="{ marginBottom: '8px' }">
+          <a-typography-text strong>یادداشت</a-typography-text>
+          <a-button type="primary" shape="circle" aria-label="یادداشت جدید" @click="commentOpen = true">
+            <template #icon><PlusOutlined /></template>
+          </a-button>
+        </a-flex>
+        <div class="note-photos" :style="noteScrollStyle">
+          <a-flex v-if="threadBlocks" vertical :gap="8">
+            <div
+              v-for="(entry, index) in threadBlocks.blocks"
+              :key="`${entry.dateLabel}-${entry.timeLabel}-${index}`"
+              :style="noteBubbleStyle"
+            >
+              <a-flex v-if="entry.dateLabel" justify="space-between" align="center" :gap="8">
+                <a-typography-text type="secondary">
+                  {{ entry.dateLabel }} ساعت {{ entry.timeLabel }}
+                </a-typography-text>
+                <a-typography-text v-if="entry.author" strong :style="{ color: token.colorPrimary }">
+                  {{ entry.author }}
+                </a-typography-text>
+              </a-flex>
+              <a-typography-paragraph v-if="entry.body" :style="{ margin: entry.dateLabel ? '4px 0 0' : 0, whiteSpace: 'pre-wrap' }">
+                <template v-for="(chip, chipIndex) in noteChips(entry.body)" :key="chipIndex">
+                  <a-image
+                    v-if="chip.kind === 'image'"
+                    :src="chip.src"
+                    :alt="chip.name"
+                    :width="72"
+                    :height="72"
+                    :preview="{ zIndex: 1300 }"
+                    :style="{ display: 'block', marginTop: '8px' }"
+                  />
+                  <a-typography-link
+                    v-else-if="chip.kind === 'link'"
+                    :href="chip.href"
+                    target="_blank"
+                    rel="noopener"
+                  >
+                    {{ chip.label }}
+                  </a-typography-link>
+                  <span v-else>{{ chip.text }}</span>
+                </template>
+              </a-typography-paragraph>
+              <a-flex
+                v-if="entry.media.some((item) => item.kind === 'image')"
+                wrap="wrap"
+                :gap="8"
+                :style="{ marginTop: '8px' }"
+              >
+                <a-image
+                  v-for="image in entry.media.filter((item) => item.kind === 'image')"
+                  :key="image.id"
+                  :src="image.url"
+                  :alt="image.name"
+                  :width="72"
+                    :height="72"
+                  :preview="{ zIndex: 1300 }"
+                />
+              </a-flex>
+            </div>
+            <div v-for="image in threadBlocks.loose.filter((item) => item.kind === 'image')" :key="image.id" :style="noteBubbleStyle">
+              <a-image :src="image.url" :alt="image.name" :width="72"
+                    :height="72" :preview="{ zIndex: 1300 }" />
+            </div>
+          </a-flex>
+          <div v-else-if="plainNote || looseImages.length" :style="noteBubbleStyle">
+            <a-typography-paragraph v-if="plainNote" :style="{ margin: 0, whiteSpace: 'pre-wrap' }">
+              <template v-for="(chip, chipIndex) in noteChips(plainNote)" :key="chipIndex">
+                <a-image
+                  v-if="chip.kind === 'image'"
+                  :src="chip.src"
+                  :alt="chip.name"
+                  :width="72"
+                    :height="72"
+                  :preview="{ zIndex: 1300 }"
+                  :style="{ display: 'block', marginTop: '8px' }"
+                />
+                <a-typography-link
+                  v-else-if="chip.kind === 'link'"
+                  :href="chip.href"
+                  target="_blank"
+                  rel="noopener"
+                >
+                  {{ chip.label }}
+                </a-typography-link>
+                <span v-else>{{ chip.text }}</span>
+              </template>
+            </a-typography-paragraph>
+            <a-flex v-if="looseImages.length" wrap="wrap" :gap="8" :style="{ marginTop: plainNote ? '8px' : 0 }">
+              <a-image
+                v-for="image in looseImages"
+                :key="image.id"
+                :src="image.url"
+                :alt="image.name"
+                :width="72"
+                    :height="72"
+                :preview="{ zIndex: 1300 }"
+              />
+            </a-flex>
+          </div>
+          <a-typography-text v-else type="secondary">یادداشتی ثبت نشده.</a-typography-text>
+        </div>
+
+        <a-flex vertical :gap="8" :style="{ marginTop: '12px' }">
+          <a-flex align="center" :gap="8">
+            <a-select
+              v-model:value="postponeKey"
+              :disabled="saving || loading || isClosed"
+              :options="postponeChoices.map((item) => ({ value: item.key, label: item.label }))"
+              :dropdown-style="{ zIndex: 1200 }"
+              style="flex: 1"
+            />
+            <a-button type="primary" :disabled="saving || loading || isClosed || !postponeReady" @click="applyPostpone">
+              تعویق
+            </a-button>
+          </a-flex>
+          <JalaliDateInput
+            v-if="postponeKey === 'custom'"
+            v-model="customDue"
+            mode="datetime"
+            placeholder="تاریخ و ساعت"
+          />
+        </a-flex>
+
+        <a-divider :style="{ margin: '16px 0 12px' }" />
+        <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+          <a-button type="primary" :disabled="saving || loading" @click="runAction">
+            {{ actionLabel }}
+          </a-button>
+          <a-button type="link" @click="openFull">مشاهدهٔ کامل</a-button>
+        </a-flex>
+      </template>
+    </a-spin>
+
+    <ActivityCommentSheet
+      v-if="commentOpen && activity"
+      :activity="activity"
+      :saving="saving"
+      :overlay-z-index="1200"
+      :save="submitComment"
+      @close="commentOpen = false"
+    />
+    </div>
+  </Teleport>
+</template>
+
+<style scoped>
+.note-photos :deep(.ant-image) {
+  width: 72px;
+  height: 72px;
+}
+.note-photos :deep(.ant-image-img) {
+  width: 72px;
+  height: 72px;
+  object-fit: cover;
+}
+</style>

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

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

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

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed } from 'vue';
+import { computed, ref } from 'vue';
 import {
   CalendarOutlined,
   CheckOutlined,
@@ -18,6 +18,7 @@ import {
   Typography,
   theme,
 } from 'ant-design-vue';
+import DealQuickActivityPopover from '@/components/pipeline/DealQuickActivityPopover.vue';
 import { userAvatarSrc } from '@/lib/userAvatars';
 import type { ActivityPriority } from '@mento/shared';
 import type { PipelineAccent, PipelineDeal, PipelineUiCopy } from '@/lib/pipeline-board';
@@ -31,6 +32,9 @@ const props = withDefaults(
     copy?: PipelineUiCopy;
     selectMode?: boolean;
     selected?: boolean;
+    peeking?: boolean;
+    /** پنل کناری همین کارت باز است؛ فلش را برمی‌گرداند. جدا از هایلایتِ بعد از بستن. */
+    previewing?: boolean;
   }>(),
   { copy: () => DEAL_BOARD_COPY },
 );
@@ -39,6 +43,7 @@ const emit = defineEmits<{
   dragStart: [deal: PipelineDeal, event: DragEvent];
   dragEnd: [];
   open: [dealId: string];
+  detail: [dealId: string];
   menu: [dealId: string];
   toggleSelect: [dealId: string];
   bulkDelete: [];
@@ -47,6 +52,11 @@ const emit = defineEmits<{
 const { Text: ATypographyText } = Typography;
 const { token } = theme.useToken();
 
+const activityOpen = ref(false);
+const highlighted = computed(
+  () => props.selected || props.peeking || activityOpen.value,
+);
+
 const showAmount = computed(
   () => !props.copy.hideAmount && props.deal.amount != null,
 );
@@ -74,15 +84,40 @@ const priorityFlag = computed(() =>
   props.deal.priority ? PRIORITY_FLAG[props.deal.priority] : null,
 );
 
+function onTitleClick() {
+  if (props.selectMode) {
+    emit('toggleSelect', props.deal.id);
+    return;
+  }
+  if (props.copy.quickView) emit('detail', props.deal.id);
+  else emit('open', props.deal.id);
+}
+
+const chevronStyle = computed(() => ({
+  display: 'inline-block',
+  width: '0.42rem',
+  height: '0.42rem',
+  borderRight: '1.6px solid currentColor',
+  borderBottom: '1.6px solid currentColor',
+  transform: props.previewing ? 'rotate(-45deg)' : 'rotate(135deg)',
+  transition: 'transform 0.15s ease',
+}));
+
 const cardStyle = computed(() => ({
   cursor: props.selectMode ? 'pointer' : 'grab',
   opacity: props.dragging ? 0.4 : 1,
   transform: props.dragging ? 'scale(0.98)' : 'none',
   transition: 'opacity 180ms ease, transform 180ms ease, box-shadow 180ms ease',
   margin: 0,
-  background: props.selected ? token.value.colorPrimaryBg : token.value.colorBgContainer,
-  borderColor: props.selected ? token.value.colorPrimary : token.value.colorBorderSecondary,
-  boxShadow: props.dragging ? token.value.boxShadow : token.value.boxShadowTertiary,
+  position: highlighted.value ? 'relative' : undefined,
+  zIndex: highlighted.value ? 2 : undefined,
+  background: highlighted.value ? token.value.colorPrimaryBg : token.value.colorBgContainer,
+  borderColor: highlighted.value ? token.value.colorPrimary : token.value.colorBorderSecondary,
+  boxShadow: highlighted.value
+    ? `0 0 0 2px ${token.value.colorPrimary}`
+    : props.dragging
+      ? token.value.boxShadow
+      : token.value.boxShadowTertiary,
 }));
 </script>
 
@@ -124,21 +159,29 @@ const cardStyle = computed(() => ({
           </template>
         </a-button>
         <div :style="{ flex: 1, minWidth: 0 }">
-          <a-typography-text
-            ellipsis
-            :style="{
-              display: 'block',
-              margin: 0,
-              lineHeight: 1.35,
-              cursor: 'pointer',
-              fontSize: `${token.fontSizeSM}px`,
-              fontWeight: 600,
-            }"
-            :title="deal.title"
-            @click.stop="selectMode ? emit('toggleSelect', deal.id) : emit('open', deal.id)"
-          >
-            {{ deal.title }}
-          </a-typography-text>
+          <a-flex align="center" :gap="6" :style="{ minWidth: 0 }">
+            <a-tooltip v-if="copy.quickView && priorityFlag" :title="`اولویت: ${priorityFlag.label}`">
+              <FlagFilled :style="{ color: priorityFlag.color, fontSize: '14px', flexShrink: 0 }" />
+            </a-tooltip>
+            <a-typography-text
+              ellipsis
+              :style="{
+                flex: 1,
+                minWidth: 0,
+                display: 'block',
+                margin: 0,
+                lineHeight: 1.35,
+                cursor: 'pointer',
+                fontSize: `${token.fontSizeSM}px`,
+                fontWeight: 600,
+              }"
+              :title="deal.title"
+              @click.stop="onTitleClick"
+              @dblclick.stop
+            >
+              {{ deal.title }}
+            </a-typography-text>
+          </a-flex>
           <a-typography-text
             v-if="deal.description"
             type="secondary"
@@ -198,22 +241,44 @@ const cardStyle = computed(() => ({
             {{ deal.date }}
           </a-typography-text>
         </a-space>
-        <a-typography-text
-          v-if="showAmount"
-          strong
-          dir="ltr"
-          :style="{ margin: 0, whiteSpace: 'nowrap', flexShrink: 0 }"
-        >
-          {{ money.number }}
-          <a-typography-text type="secondary" :style="{ fontSize: `${token.fontSizeSM}px` }">
-            {{ money.unit }}
+        <a-space :size="4" align="center" :style="{ flexShrink: 0 }">
+          <a-typography-text
+            v-if="showAmount"
+            strong
+            dir="ltr"
+            :style="{ margin: 0, whiteSpace: 'nowrap' }"
+          >
+            {{ money.number }}
+            <a-typography-text type="secondary" :style="{ fontSize: `${token.fontSizeSM}px` }">
+              {{ money.unit }}
+            </a-typography-text>
           </a-typography-text>
-        </a-typography-text>
-        <a-tooltip v-if="priorityFlag" :title="`اولویت: ${priorityFlag.label}`">
-          <span :style="{ display: 'inline-flex', flexShrink: 0, lineHeight: 1 }">
-            <FlagFilled :style="{ color: priorityFlag.color, fontSize: '16px' }" />
+          <a-button
+            v-if="copy.quickView && !selectMode"
+            type="text"
+            :aria-label="previewing ? 'بستن پیش‌نمایش' : 'پیش‌نمایش فعالیت'"
+            :aria-expanded="previewing"
+            :style="{ color: token.colorTextSecondary }"
+            @click.stop="emit('open', deal.id)"
+          >
+            <template #icon><i class="chev" aria-hidden="true" :style="chevronStyle" /></template>
+          </a-button>
+          <a-tooltip v-else-if="priorityFlag" :title="`اولویت: ${priorityFlag.label}`">
+            <span :style="{ display: 'inline-flex', flexShrink: 0, lineHeight: 1 }">
+              <FlagFilled :style="{ color: priorityFlag.color, fontSize: '16px' }" />
+            </span>
+          </a-tooltip>
+          <span
+            v-if="copy.quickActivity && !selectMode"
+            @click.stop
+            @mousedown.stop
+          >
+            <DealQuickActivityPopover
+              :deal="deal"
+              @update:open="activityOpen = $event"
+            />
           </span>
-        </a-tooltip>
+        </a-space>
       </a-flex>
     </a-flex>
   </a-card>

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

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

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

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

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

@@ -26,8 +26,10 @@ const props = withDefaults(
     copy?: PipelineUiCopy;
     selectMode?: boolean;
     selectedIds?: Set<string>;
+    peekId?: string | null;
+    previewId?: string | null;
   }>(),
-  { copy: () => DEAL_BOARD_COPY, selectedIds: () => new Set() },
+  { copy: () => DEAL_BOARD_COPY, selectedIds: () => new Set(), peekId: null, previewId: null },
 );
 
 const emit = defineEmits<{
@@ -37,6 +39,7 @@ const emit = defineEmits<{
   drop: [stageId: string, event: DragEvent, index?: number];
   addDeal: [stageId: string];
   openDeal: [dealId: string];
+  detailDeal: [dealId: string];
   menuDeal: [dealId: string];
   toggleSelect: [dealId: string];
   bulkDelete: [];
@@ -314,9 +317,12 @@ function onMenuClick({ key }: { key: string | number }) {
           :copy="copy"
           :select-mode="selectMode"
           :selected="selectedIds.has(deal.id)"
+          :peeking="peekId === deal.id"
+          :previewing="previewId === deal.id"
           @drag-start="(d, e) => emit('dragStart', d, e)"
           @drag-end="clearDragUi(); emit('dragEnd')"
           @open="emit('openDeal', $event)"
+          @detail="emit('detailDeal', $event)"
           @menu="emit('menuDeal', $event)"
           @toggle-select="emit('toggleSelect', $event)"
           @bulk-delete="emit('bulkDelete')"

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

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

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

@@ -1,14 +1,24 @@
 <script setup lang="ts">
 import { computed } from 'vue';
-import { Table as ATable } from 'ant-design-vue';
+import {
+  Flex as AFlex,
+  List as AList,
+  Table as ATable,
+  Typography,
+} from 'ant-design-vue';
 import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { toman } from '@/views/treasury/treasury-format';
+import { useTreasuryMobile } from '@/views/treasury/useTreasuryMobile';
 
 const props = defineProps<{
   rows: TreasuryPartyBalanceDto[];
   settledLabel: string;
 }>();
 
+const isMobile = useTreasuryMobile();
+const { Text: ATypographyText } = Typography;
+const AListItem = AList.Item;
+
 const kindLabel: Record<string, string> = {
   person: 'مشتری',
   company: 'شرکت',
@@ -39,10 +49,43 @@ const columns = computed(() => [
     customRender: ({ record }: { record: TreasuryPartyBalanceDto }) => toman(record.remaining),
   },
 ]);
+
+function kindOf(record: TreasuryPartyBalanceDto) {
+  return (record.partyKind && kindLabel[record.partyKind]) || 'ثبت قبلی';
+}
 </script>
 
 <template>
+  <a-list
+    v-if="isMobile"
+    :data-source="rows"
+    :locale="{ emptyText: 'مانده‌ای نیست.' }"
+  >
+    <template #renderItem="{ item }">
+      <a-list-item>
+        <a-flex vertical :gap="4" style="width: 100%">
+          <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+            <a-typography-text strong>{{ item.partyName }}</a-typography-text>
+            <a-typography-text type="secondary">{{ kindOf(item) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">مبلغ کل</a-typography-text>
+            <a-typography-text>{{ toman(item.amount) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">{{ settledLabel }}</a-typography-text>
+            <a-typography-text>{{ toman(item.settledAmount) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">مانده</a-typography-text>
+            <a-typography-text strong>{{ toman(item.remaining) }}</a-typography-text>
+          </a-flex>
+        </a-flex>
+      </a-list-item>
+    </template>
+  </a-list>
   <a-table
+    v-else
     :columns="columns"
     :data-source="rows"
     :pagination="false"

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

@@ -25,6 +25,11 @@ const ASelectOption = ASelect.Option;
 const ASelectOptGroup = ASelect.OptGroup;
 const { Text: ATypographyText } = Typography;
 
+withDefaults(
+  defineProps<{ allowOther?: boolean; placeholder?: string }>(),
+  { allowOther: true, placeholder: 'مشتری، شرکت، کاربر یا سایر' },
+);
+
 const kind = defineModel<FinancialPartyKind | undefined>('kind');
 const partyId = defineModel<string | undefined>('partyId');
 
@@ -156,12 +161,12 @@ onMounted(() => {
       :filter-option="false"
       :loading="loading"
       :value="selectValue"
-      placeholder="مشتری، شرکت، کاربر یا سایر"
+      :placeholder="placeholder"
       style="width: 100%"
       @search="onSearch"
       @change="onChange"
     >
-      <a-select-option value="other" label="سایر">سایر</a-select-option>
+      <a-select-option v-if="allowOther" value="other" label="سایر">سایر</a-select-option>
       <a-select-opt-group v-if="peopleOptions.length" label="مشتریان">
         <a-select-option
           v-for="row in peopleOptions"

apps/web/src/layouts/AppLayout.vue

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

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

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

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

@@ -20,6 +20,8 @@ export type PipelineDeal = {
   assigneeNames?: string[];
   ownerId?: string | null;
   assigneeIds?: string[];
+  personId?: string | null;
+  companyId?: string | null;
   /** متن‌های قابل جستجو (مشتری، شرکت، یادداشت، مسئولان …) */
   searchFields?: Array<string | null | undefined>;
   /** اولویت فعالیت؛ فقط روی کارت فعالیت نشان داده می‌شود */
@@ -34,6 +36,10 @@ export type PipelineUiCopy = {
   itemMenuAria: string;
   listColTitle: string;
   hideAmount?: boolean;
+  /** کارت فعالیت: پرچم کنار عنوان و پنجرهٔ خلاصه به‌جای ورود مستقیم به جزئیات */
+  quickView?: boolean;
+  /** گوشه کارت: ایجاد سریع فعالیت برای معامله */
+  quickActivity?: boolean;
 };
 
 export const DEAL_BOARD_COPY: PipelineUiCopy = {
@@ -43,6 +49,7 @@ export const DEAL_BOARD_COPY: PipelineUiCopy = {
   addItemAria: 'افزودن معامله به این مرحله',
   itemMenuAria: 'گزینه‌های معامله',
   listColTitle: 'معامله',
+  quickActivity: true,
 };
 
 export const PROJECT_BOARD_COPY: PipelineUiCopy = {
@@ -63,6 +70,7 @@ export const ACTIVITY_BOARD_COPY: PipelineUiCopy = {
   itemMenuAria: 'گزینه‌های فعالیت',
   listColTitle: 'فعالیت',
   hideAmount: true,
+  quickView: true,
 };
 
 export type PipelineStage = {
@@ -182,8 +190,8 @@ export function mapBoardToStages(
         expectedCloseAt: string | null;
         createdAt: string;
         promotedFromPriorAt: string | null;
-        person: { fullName: string } | null;
-        company: { name: string } | null;
+        person: { id?: string; fullName: string } | null;
+        company: { id?: string; name: string } | null;
         owner?: { id: string; fullName: string } | null;
         assignees?: Array<{ id: string; fullName: string }>;
       }>;
@@ -236,6 +244,8 @@ export function mapBoardToStages(
           assigneeNames,
           ownerId: deal.owner?.id ?? null,
           assigneeIds: (deal.assignees ?? []).map((a) => a.id),
+          personId: deal.person?.id ?? null,
+          companyId: deal.company?.id ?? null,
           searchFields: [
             deal.notes,
             deal.company?.name,

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

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

apps/web/src/router/index.ts

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

apps/web/src/stores/auth.ts

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

apps/web/src/views/ActivitiesView.vue

@@ -201,6 +201,7 @@ const page = computed(() => {
 
 const loading = ref(false);
 const error = ref('');
+const notice = ref('');
 const data = ref<PaginatedResponse<ActivityDto> | null>(null);
 const q = ref(typeof route.query.q === 'string' ? route.query.q : '');
 const users = ref<OrgUserDto[]>([]);
@@ -837,6 +838,30 @@ function onFacetDone() {
   openCol.value = null;
 }
 
+function assigneePeopleOf(item: ActivityDto) {
+  if (item.assignees?.length) return item.assignees;
+  return item.assignee ? [item.assignee] : [];
+}
+
+function needsEveryone(item: ActivityDto) {
+  return item.completionMode === 'all' && assigneePeopleOf(item).length > 1;
+}
+
+function canMarkShare(item: ActivityDto) {
+  if (item.status !== 'open') return false;
+  if (!needsEveryone(item)) return true;
+  const mine = auth.user?.id;
+  if (!mine) return false;
+  return (
+    assigneePeopleOf(item).some((person) => person.id === mine) &&
+    !item.completedByIds?.includes(mine)
+  );
+}
+
+function completeLabel(item: ActivityDto) {
+  return needsEveryone(item) ? 'انجام سهم من' : 'انجام شد';
+}
+
 async function complete(id: string) {
   menuId.value = null;
   boardMenuId.value = null;
@@ -1503,6 +1528,7 @@ onUnmounted(() => {
     </div>
 
     <p v-if="error" class="error">{{ error }}</p>
+    <p v-if="notice" class="ok">{{ notice }}</p>
     <p v-if="importMsg" class="ok">{{ importMsg }}</p>
 
     <div v-if="selectMode" class="select-bar">
@@ -1532,6 +1558,7 @@ onUnmounted(() => {
       @stages-changed="onStagesChanged"
       @add="openAddInStage"
       @error="(msg: string) => (error = msg)"
+      @notice="(msg: string) => (notice = msg)"
       @menu-deal="onBoardMenu"
       @toggle-select="toggleSelect"
       @bulk-delete="askBulkDelete"
@@ -1755,8 +1782,8 @@ onUnmounted(() => {
               <button v-if="canPromotePrior(item)" type="button" @click="promotePriorActivity(item.id)">
                 انتقال به کار جاری
               </button>
-              <button v-if="item.status === 'open'" type="button" @click="complete(item.id)">
-                انجام شد
+              <button v-if="canMarkShare(item)" type="button" @click="complete(item.id)">
+                {{ completeLabel(item) }}
               </button>
               <button type="button" class="danger" @click="askDeleteActivity(item.id, item.title)">
                 حذف
@@ -1845,8 +1872,8 @@ onUnmounted(() => {
                 <button v-if="canPromotePrior(item)" type="button" @click="promotePriorActivity(item.id)">
                   انتقال به کار جاری
                 </button>
-                <button v-if="item.status === 'open'" type="button" @click="complete(item.id)">
-                  انجام شد
+                <button v-if="canMarkShare(item)" type="button" @click="complete(item.id)">
+                  {{ completeLabel(item) }}
                 </button>
                 <button type="button" class="danger" @click="askDeleteActivity(item.id, item.title)">
                   حذف

apps/web/src/views/ActivityFormView.vue

@@ -129,6 +129,7 @@ const personId = ref('');
 const leadId = ref('');
 const dealId = ref('');
 const assigneeIds = ref<string[]>([]);
+const completionMode = ref<'any' | 'all'>('any');
 const isDone = ref(false);
 const needsNote = ref(false);
 const reminderAt = ref('');
@@ -440,6 +441,7 @@ function resetForm() {
   personId.value = '';
   dealId.value = '';
   assigneeIds.value = auth.user?.id ? [auth.user.id] : [];
+  completionMode.value = 'any';
   pickedRoleIds.value = [];
   pickedTeamIds.value = [];
   isDone.value = false;
@@ -528,6 +530,7 @@ async function load() {
           : auth.user?.id
             ? [auth.user.id]
             : [];
+      completionMode.value = data.completionMode === 'all' ? 'all' : 'any';
       refreshPickedGroups();
       isDone.value = data.status === 'done';
       await loadSavedPhotos(data);
@@ -541,6 +544,16 @@ async function load() {
         personId.value = incomingPerson;
       }
       leadId.value = typeof route.query.leadId === 'string' ? route.query.leadId : '';
+      const incomingDeal =
+        typeof route.query.dealId === 'string' ? route.query.dealId : '';
+      if (incomingDeal) {
+        dealId.value = incomingDeal;
+        const linkedDeal = deals.value.find((d) => d.id === incomingDeal);
+        if (linkedDeal?.person?.id && !personId.value) {
+          await ensurePersonLoaded(linkedDeal.person.id);
+          personId.value = linkedDeal.person.id;
+        }
+      }
       const incomingDef =
         typeof route.query.typeDefId === 'string'
           ? activityTypes.byId.value.get(route.query.typeDefId)
@@ -605,6 +618,7 @@ function payload(): CreateActivityRequest {
     leadId: leadId.value || null,
     assigneeIds: [...assigneeIds.value],
     assigneeId: assigneeIds.value[0] || null,
+    completionMode: assigneeIds.value.length > 1 ? completionMode.value : 'any',
   };
 }
 
@@ -978,7 +992,9 @@ async function submit(next: 'detail' | 'new' = 'detail') {
       savedId = data.id;
       createdActivityId.value = data.id;
       if (isDone.value) {
-        await api.patch(`/activities/${savedId}/complete`);
+        await api.patch(`/activities/${savedId}/complete`, undefined, {
+          params: { force: '1' },
+        });
       }
     } else {
       await api.patch(`/activities/${savedId}`, {
@@ -1269,6 +1285,20 @@ watch([id, isNew], () => void load(), { immediate: true });
                   </li>
                 </ul>
               </div>
+              <div v-if="assigneeIds.length > 1" class="completion-mode">
+                <span>نحوهٔ انجام</span>
+                <label>
+                  <input v-model="completionMode" type="radio" value="any" />
+                  با انجام یکی کافی است
+                </label>
+                <label>
+                  <input v-model="completionMode" type="radio" value="all" />
+                  همهٔ مسئول‌ها باید انجام دهند
+                </label>
+                <p v-if="completionMode === 'all'" class="completion-hint">
+                  هر کدام از همین افراد باید جداگانه سهم خودش را انجام دهد.
+                </p>
+              </div>
               <small class="hint">
                 {{
                   canAssignOthers
@@ -1799,6 +1829,66 @@ watch([id, isNew], () => void load(), { immediate: true });
   font-size: 0.75rem;
 }
 
+.completion-mode {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 0.4rem;
+  margin-top: 0.75rem;
+}
+
+.completion-mode > span {
+  width: 100%;
+  margin: 0;
+  color: #64748b;
+  font-size: 0.75rem;
+  font-weight: 600;
+}
+
+.completion-mode label {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.35rem;
+  margin: 0;
+  padding: 0.2rem 0.65rem;
+  border: 1px solid #e2e8f0;
+  border-radius: 999px;
+  background: #fff;
+  color: #334155;
+  font-size: 0.8rem;
+  font-weight: 500;
+  line-height: 1.4;
+  white-space: nowrap;
+  cursor: pointer;
+}
+
+.completion-mode label:has(input:checked) {
+  border-color: #14b8a6;
+  background: #f0fdfa;
+  color: #0f766e;
+}
+
+.completion-mode input {
+  width: 14px;
+  height: 14px;
+  min-height: 0;
+  margin: 0;
+  padding: 0;
+  border: 0;
+  border-radius: 50%;
+  flex: 0 0 14px;
+  accent-color: #0d9488;
+  background: transparent;
+}
+
+.completion-hint {
+  width: 100%;
+  margin: 0.15rem 0 0;
+  color: #64748b;
+  font-size: 0.75rem;
+  line-height: 1.5;
+}
+
 .assignee-chips {
   display: flex;
   flex-wrap: wrap;

apps/web/src/views/DealFormView.vue

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

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>
 
@@ -1893,42 +1901,16 @@ 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;
   font-size: 0.95rem;
   font-weight: 700;
+  line-height: 1.35;
   color: #0f172a;
+  flex-shrink: 0;
+  min-width: 0;
+  overflow-wrap: anywhere;
   display: -webkit-box;
   -webkit-line-clamp: 2;
   -webkit-box-orient: vertical;
@@ -1940,7 +1922,7 @@ onBeforeUnmount(() => {
   color: #334155;
   font-size: 0.82rem;
   line-height: 1.45;
-  flex: 1;
+  flex: 1 1 2.9em;
   min-height: 0;
   overflow: hidden;
   display: -webkit-box;
@@ -1975,13 +1957,15 @@ onBeforeUnmount(() => {
   margin-top: 0.45rem;
   border-radius: var(--radius);
   overflow: hidden;
-  flex-shrink: 0;
+  flex: 0 1 72px;
+  min-height: 0;
   max-height: 72px;
 }
 .card-thumb img {
   display: block;
   width: 100%;
   height: 72px;
+  max-height: 100%;
   object-fit: cover;
 }
 
@@ -2198,11 +2182,16 @@ onBeforeUnmount(() => {
 }
 
 .title-input {
+  width: 100%;
+  min-width: 0;
+  box-sizing: border-box;
   border: 0;
   border-bottom: 1px solid #e2e8f0;
   padding: 0.35rem 0;
   font-size: 1rem;
   font-weight: 600;
+  line-height: 1.4;
+  color: #0f172a;
   outline: none;
   background: transparent;
 }

apps/web/src/views/PipelineBoardView.vue

@@ -177,7 +177,9 @@ function findAccent(dealId: string): PipelineStage['color'] {
 }
 
 async function loadPipelines() {
-  const { data } = await api.get<PipelineDto[]>('/pipelines');
+  const { data } = await api.get<PipelineDto[]>('/pipelines', {
+    params: { forLens: '1' },
+  });
   pipelines.value = data;
 }
 
@@ -186,16 +188,23 @@ async function load() {
   error.value = '';
   try {
     await loadPipelines();
-    const pipelineId =
-      typeof route.query.pipelineId === 'string'
-        ? route.query.pipelineId
-        : undefined;
+    const requested =
+      typeof route.query.pipelineId === 'string' ? route.query.pipelineId : '';
+    const pipelineId = pipelines.value.some((item) => item.id === requested)
+      ? requested
+      : pipelines.value[0]?.id;
+    if (!pipelineId) {
+      boardPipelineId.value = '';
+      stages.value = [];
+      if (requested) await router.replace({ name: 'pipeline', query: {} });
+      return;
+    }
     const { data } = await api.get<PipelineBoardDto>('/pipelines/board', {
-      params: pipelineId ? { pipelineId } : undefined,
+      params: { pipelineId },
     });
     boardPipelineId.value = data.pipeline.id;
     stages.value = mapBoardToStages(data, formatDealDate);
-    if (!pipelineId || pipelineId !== data.pipeline.id) {
+    if (requested !== data.pipeline.id) {
       await router.replace({
         name: 'pipeline',
         query: { pipelineId: data.pipeline.id },
@@ -235,6 +244,7 @@ function onPointerMove(event: PointerEvent | MouseEvent) {
 }
 
 function onDragStart(deal: PipelineDeal, event: DragEvent) {
+  draggingColumnId.value = null;
   draggingId.value = deal.id;
   overlayDeal.value = deal;
   overlayAccent.value = findAccent(deal.id);
@@ -253,9 +263,13 @@ function onDragStart(deal: PipelineDeal, event: DragEvent) {
 }
 
 function onDragEnd() {
-  draggingId.value = null;
-  dropStageId.value = null;
-  overlayDeal.value = null;
+  const endedId = draggingId.value;
+  window.setTimeout(() => {
+    if (draggingId.value !== endedId) return;
+    draggingId.value = null;
+    dropStageId.value = null;
+    overlayDeal.value = null;
+  }, 0);
 }
 
 function onDragOver(stageId: string, event: DragEvent) {
@@ -295,21 +309,22 @@ async function applyUpdateDealStage(
 
 async function onDrop(stageId: string, event: DragEvent, index?: number) {
   event.preventDefault();
-  const raw =
-    event.dataTransfer?.getData('text/plain') ||
-    draggingColumnId.value ||
-    draggingId.value ||
-    '';
+  const transfer = event.dataTransfer?.getData('text/plain') || '';
+  const draggedCardId = draggingId.value;
+  const columnId = draggingColumnId.value;
   dropStageId.value = null;
   draggingId.value = null;
   overlayDeal.value = null;
-  if (raw.startsWith('stage:') || draggingColumnId.value) {
-    const fromId = raw.replace(/^stage:/, '') || draggingColumnId.value;
-    draggingColumnId.value = null;
+  draggingColumnId.value = null;
+
+  const isStageDrag = transfer.startsWith('stage:');
+  if (isStageDrag || (!transfer && !draggedCardId && columnId)) {
+    const fromId = isStageDrag ? transfer.slice('stage:'.length) : columnId;
     if (fromId) await reorderColumn(fromId, stageId);
     return;
   }
-  const dealId = raw;
+
+  const dealId = (!isStageDrag && transfer) || draggedCardId || '';
   if (!dealId || moving.value) return;
 
   const current = stages.value.find((stage) => stage.deals.some((deal) => deal.id === dealId));
@@ -342,6 +357,8 @@ function onAddDeal(stageId: string) {
 }
 
 function onColumnDragStart(stageId: string) {
+  draggingId.value = null;
+  overlayDeal.value = null;
   draggingColumnId.value = stageId;
 }
 

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/ProjectBoardView.vue

@@ -177,6 +177,7 @@ function onPointerMove(event: PointerEvent | MouseEvent) {
 }
 
 function onDragStart(deal: PipelineDeal, event: DragEvent) {
+  draggingColumnId.value = null;
   draggingId.value = deal.id;
   overlayDeal.value = deal;
   overlayAccent.value = findAccent(deal.id);
@@ -195,9 +196,13 @@ function onDragStart(deal: PipelineDeal, event: DragEvent) {
 }
 
 function onDragEnd() {
-  draggingId.value = null;
-  dropStageId.value = null;
-  overlayDeal.value = null;
+  const endedId = draggingId.value;
+  window.setTimeout(() => {
+    if (draggingId.value !== endedId) return;
+    draggingId.value = null;
+    dropStageId.value = null;
+    overlayDeal.value = null;
+  }, 0);
 }
 
 function onDragOver(stageId: string, event: DragEvent) {
@@ -237,21 +242,22 @@ async function applyUpdateCardStage(
 
 async function onDrop(stageId: string, event: DragEvent, index?: number) {
   event.preventDefault();
-  const raw =
-    event.dataTransfer?.getData('text/plain') ||
-    draggingColumnId.value ||
-    draggingId.value ||
-    '';
+  const transfer = event.dataTransfer?.getData('text/plain') || '';
+  const draggedCardId = draggingId.value;
+  const columnId = draggingColumnId.value;
   dropStageId.value = null;
   draggingId.value = null;
   overlayDeal.value = null;
-  if (raw.startsWith('stage:') || draggingColumnId.value) {
-    const fromId = raw.replace(/^stage:/, '') || draggingColumnId.value;
-    draggingColumnId.value = null;
+  draggingColumnId.value = null;
+
+  const isStageDrag = transfer.startsWith('stage:');
+  if (isStageDrag || (!transfer && !draggedCardId && columnId)) {
+    const fromId = isStageDrag ? transfer.slice('stage:'.length) : columnId;
     if (fromId) await reorderColumn(fromId, stageId);
     return;
   }
-  const cardId = raw;
+
+  const cardId = (!isStageDrag && transfer) || draggedCardId || '';
   if (!cardId || moving.value) return;
 
   const current = stages.value.find((s) => s.deals.some((d) => d.id === cardId));
@@ -268,6 +274,8 @@ function onAddCard(stageId: string) {
 }
 
 function onColumnDragStart(stageId: string) {
+  draggingId.value = null;
+  overlayDeal.value = null;
   draggingColumnId.value = stageId;
 }
 

apps/web/src/views/TahesabSettingsView.vue

@@ -64,6 +64,9 @@ type SyncResult = {
   alreadyLinked?: boolean;
   personId?: string | null;
   personName?: string | null;
+  duplicateOfCode?: number | null;
+  duplicatePersonId?: string | null;
+  duplicatePersonName?: string | null;
 };
 const syncResults = ref<SyncResult[]>([]);
 /** هر درخواست listAll یک بازهٔ ۲۰۰۰ کدی است؛ بعد از دو بازهٔ خالی پشت‌سرهم، خواندن تمام می‌شود */
@@ -145,9 +148,61 @@ async function saveAutoSync() {
     autoSyncSaving.value = false;
   }
 }
+/** همان قاعدهٔ سرور: موبایل ایران 09… است، بقیهٔ شماره‌ها فقط رقم‌اند. */
+function customerPhoneKey(value?: string | null): string {
+  const fa = '۰۱۲۳۴۵۶۷۸۹';
+  const ar = '٠١٢٣٤٥٦٧٨٩';
+  let digits = String(value ?? '')
+    .replace(/[۰-۹٠-٩]/g, (ch) => {
+      const faIndex = fa.indexOf(ch);
+      return String(faIndex >= 0 ? faIndex : ar.indexOf(ch));
+    })
+    .replace(/\D/g, '');
+  if (!digits) return '';
+  if (digits.startsWith('0098') && digits.length >= 14) digits = digits.slice(4);
+  else if (digits.startsWith('98') && digits.length >= 12) digits = digits.slice(2);
+  if (digits.length === 10 && digits.startsWith('9')) digits = `0${digits}`;
+  return digits;
+}
+
+const linkedPhoneOwners = computed(() => {
+  const owners = new Map<string, { code: number; personId: string | null; personName: string | null }>();
+  for (const row of syncResults.value) {
+    if (!row.alreadyLinked || row.moshtariCode == null) continue;
+    const key = customerPhoneKey(row.tel);
+    if (key && !owners.has(key)) {
+      owners.set(key, {
+        code: row.moshtariCode,
+        personId: row.personId ?? null,
+        personName: row.personName ?? null,
+      });
+    }
+  }
+  return owners;
+});
+
+function duplicateOwner(row: SyncResult) {
+  if (row.alreadyLinked || row.moshtariCode == null) return null;
+  if (row.duplicateOfCode != null) {
+    return {
+      code: row.duplicateOfCode,
+      personId: row.duplicatePersonId ?? null,
+      personName: row.duplicatePersonName ?? null,
+    };
+  }
+  const key = customerPhoneKey(row.tel);
+  if (!key) return null;
+  const owner = linkedPhoneOwners.value.get(key);
+  if (!owner || owner.code === row.moshtariCode) return null;
+  return owner;
+}
+
+const duplicateCustomerCount = computed(
+  () => syncResults.value.filter((row) => duplicateOwner(row)).length,
+);
 const syncVisibleResults = computed(() =>
   syncOnlyNew.value
-    ? syncResults.value.filter((r) => !r.alreadyLinked)
+    ? syncResults.value.filter((row) => !row.alreadyLinked && !duplicateOwner(row))
     : syncResults.value,
 );
 const syncTableTotalPages = computed(() =>
@@ -184,7 +239,7 @@ const productCategoryLabel = ref('کارساخته');
 
 function pendingImportCodes() {
   return syncResults.value
-    .filter((r) => r.moshtariCode != null && !r.alreadyLinked)
+    .filter((r) => r.moshtariCode != null && !r.alreadyLinked && !duplicateOwner(r))
     .map((r) => r.moshtariCode as number);
 }
 
@@ -458,10 +513,12 @@ async function searchTahesab(mode: 'range' | 'filter') {
       ok.value = 'نتیجه‌ای یافت نشد.';
     } else {
       const linked = syncResults.value.filter((r) => r.alreadyLinked).length;
-      const pending = syncResults.value.length - linked;
+      const duplicate = syncResults.value.filter((r) => duplicateOwner(r)).length;
+      const pending = syncResults.value.length - linked - duplicate;
       ok.value =
         `${toFaDigits(syncResults.value.length)} مشتری پیدا شد` +
-        ` · ${toFaDigits(linked)} قبلاً وارد شده · ${toFaDigits(pending)} واردنشده`;
+        ` · ${toFaDigits(linked)} قبلاً وارد شده · ${toFaDigits(pending)} واردنشده` +
+        (duplicate ? ` · ${toFaDigits(duplicate)} شماره تکراری` : '');
     }
   } catch (e) {
     error.value = apiErr(e, 'جستجو ناموفق');
@@ -953,7 +1010,8 @@ onMounted(load);
           <p class="sync-sub-desc">
             تعداد دفعات در روز و ساعت هر بار را برای همین اتصال مشخص کنید. سرور در آن ساعت‌ها، به وقت تهران،
             مشتریان تازه را وارد می‌کند و نام مشتری‌های قبلی را هم با ته‌حساب تازه می‌کند. اگر شماره یکی باشد
-            همان مشتری می‌ماند، نام قبلی حفظ می‌شود و شماره به شکل ۰۹۱۲ ذخیره می‌شود. خاموش یعنی فقط ورود دستی.
+            همان مشتری می‌ماند و کد دیگر به‌عنوان مشتری تازه وارد نمی‌شود. شماره به شکل ۰۹۱۲ ذخیره می‌شود.
+            خاموش یعنی فقط ورود دستی.
           </p>
           <UiField label="تعداد در روز">
             <UiSelect
@@ -1100,6 +1158,9 @@ onMounted(load);
           <h4 class="sync-results-title">
             نتایج جستجو ({{ syncVisibleResults.length }}<template v-if="syncOnlyNew"> از {{ syncResults.length }}</template>)
           </h4>
+          <p v-if="duplicateCustomerCount" class="sync-sub-desc">
+            {{ toFaDigits(duplicateCustomerCount) }} مشتری شمارهٔ تکراری دارند و جداگانه وارد نمی‌شوند؛ همان شخص با کد دیگری از قبل لینک است.
+          </p>
           <div class="tc-row">
             <TableColumnsMenu table-key="tahesab.customers" align="end" />
           </div>
@@ -1120,7 +1181,9 @@ onMounted(load);
               </thead>
               <tbody>
                 <tr v-if="!syncPagedResults.length">
-                  <td colspan="5" class="sync-empty-row">همهٔ مشتریان این نتایج قبلاً وارد شده‌اند.</td>
+                  <td colspan="5" class="sync-empty-row">
+                    مشتری تازه‌ای برای ورود نیست. شماره‌های تکراری از قبل با کد دیگری لینک شده‌اند.
+                  </td>
                 </tr>
                 <tr v-for="r in syncPagedResults" :key="String(r.moshtariCode)">
                   <td class="font-mono">{{ r.moshtariCode }}</td>
@@ -1130,11 +1193,14 @@ onMounted(load);
                     <UiBadge v-if="r.alreadyLinked" variant="success">
                       لینک شده{{ r.personName ? ` (${r.personName})` : '' }}
                     </UiBadge>
+                    <UiBadge v-else-if="duplicateOwner(r)" variant="warning">
+                      شماره تکراری، کد {{ toFaDigits(duplicateOwner(r)!.code) }}
+                    </UiBadge>
                     <UiBadge v-else variant="neutral">آماده ورود</UiBadge>
                   </td>
                   <td>
                     <UiButton
-                      v-if="!r.alreadyLinked"
+                      v-if="!r.alreadyLinked && !duplicateOwner(r)"
                       size="sm"
                       :disabled="!r.moshtariCode || syncBusy"
                       @click="importOne(r.moshtariCode!)"
@@ -1142,8 +1208,8 @@ onMounted(load);
                       وارد کردن
                     </UiButton>
                     <RouterLink
-                      v-else-if="r.personId"
-                      :to="{ name: 'person-detail', params: { id: r.personId } }"
+                      v-else-if="r.personId || duplicateOwner(r)?.personId"
+                      :to="{ name: 'person-detail', params: { id: (r.personId || duplicateOwner(r)?.personId)! } }"
                     >
                       <UiButton variant="ghost" size="sm">
                         مشاهده شخص

apps/web/src/views/TeamSettingsView.vue

@@ -138,7 +138,7 @@ const editPassword = ref('');
 const editRoleLabel = ref('');
 const editRoleId = ref('');
 const editInitialRoleId = ref('');
-/** مدیر نمی‌تواند نقش مالک را عوض کند؛ آن موقع فقط برچسب نقش نشان داده می‌شود */
+/** نقش مالک قفل است؛ مالک همان ثبت‌نام‌کننده می‌ماند */
 const editRoleLocked = ref(false);
 
 const roleFormOpen = ref(false);
@@ -253,7 +253,7 @@ const parentRoleOptions = computed(() => {
 });
 
 const inviteableRoles = computed(() =>
-  roles.value.filter((r) => r.systemKey !== 'owner' || auth.user?.role === 'owner'),
+  roles.value.filter((r) => r.systemKey !== 'owner'),
 );
 
 function roleTreeLabel(role: OrgRoleDto) {
@@ -482,7 +482,7 @@ function openEditUser(user: OrgUserDto) {
   editRoleLabel.value = user.orgRoleName || '—';
   editRoleId.value = user.orgRoleId ?? '';
   editInitialRoleId.value = user.orgRoleId ?? '';
-  editRoleLocked.value = user.role === 'owner' && auth.user?.role !== 'owner';
+  editRoleLocked.value = user.role === 'owner';
   editOpen.value = true;
   error.value = '';
   ok.value = '';
@@ -1517,7 +1517,7 @@ onUnmounted(() => {
             </option>
           </select>
         </label>
-        <p v-else class="hint">نقش فعلی: {{ editRoleLabel }} — نقش مالک را فقط مالک می‌تواند تغییر دهد.</p>
+        <p v-else class="hint">نقش فعلی: {{ editRoleLabel }} — مالک همان کسی است که ثبت‌نام کرده و عوض نمی‌شود. برای دسترسی کامل نقش مدیر را بدهید.</p>
       </form>
       <template #footer>
         <button type="button" class="btn ghost" @click="editOpen = false">انصراف</button>

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/adm/AdmBillingPanel.vue

@@ -1,11 +1,13 @@
 <script setup lang="ts">
 import { onMounted, ref } from 'vue';
 import axios from 'axios';
-import type { BillingAccountDto, BillingPlanCode, OwnerSeatUsageDto, StorageUsageDto } from '@mento/shared';
+import type { BillingAccountDto, BillingPlanCode, OwnerSeatUsageDto, ProductPlanCode, StorageUsageDto } from '@mento/shared';
 import {
   BILLING_PLAN_CODES,
   BILLING_PLAN_LABELS,
   BILLING_USER_CAPS,
+  PRODUCT_PLAN_CODES,
+  PRODUCT_PLAN_LABELS,
   isPermanentBillingPlan,
 } from '@mento/shared';
 import { toFaDigits } from '@/lib/jalali';
@@ -19,6 +21,7 @@ const props = defineProps<{
 
 const emit = defineEmits<{
   apply: [planCode: BillingPlanCode];
+  product: [planCode: ProductPlanCode];
 }>();
 
 const usage = ref<StorageUsageDto | null>(null);
@@ -178,6 +181,22 @@ onMounted(() => {
         {{ BILLING_PLAN_LABELS[code] }}
       </button>
     </div>
+    <strong>سطح امکانات</strong>
+    <p class="muted">
+      انتخاب سطح، دسترسی محیط‌های این مالک را طبق تعرفه تیک می‌زند. هسته و تیم و سازمان سقف کاربر و محیط را هم تنظیم می‌کنند. ثبت‌نام دمو از هسته شروع می‌شود.
+    </p>
+    <div class="plan-row">
+      <button
+        v-for="code in PRODUCT_PLAN_CODES"
+        :key="code"
+        class="btn btn-ghost"
+        type="button"
+        :disabled="busyId === `product-${userId}-${code}`"
+        @click="emit('product', code)"
+      >
+        {{ PRODUCT_PLAN_LABELS[code] }}
+      </button>
+    </div>
     <div v-if="billing" class="storage">
       <strong>تعداد کاربر</strong>
       <p v-if="seats" class="muted">

apps/web/src/views/adm/AdmBillingSettingsView.vue

@@ -6,8 +6,9 @@ import type {
   BillingPlanCode,
   PlatformOrganizationDto,
   PlatformOrgMemberDto,
+  ProductPlanCode,
 } from '@mento/shared';
-import { BILLING_PLAN_LABELS } from '@mento/shared';
+import { BILLING_PLAN_LABELS, PRODUCT_PLAN_LABELS } from '@mento/shared';
 import { platformApi } from '@/lib/platform-api';
 import AdmBillingPanel from './AdmBillingPanel.vue';
 
@@ -50,7 +51,8 @@ async function loadOwners() {
     const { data } = await platformApi.get<PlatformOrganizationDto>(
       `/platform/organizations/${orgId.value}`,
     );
-    owners.value = (data.members ?? []).filter((member) => member.role === 'owner');
+    const ownersInOrder = (data.members ?? []).filter((member) => member.role === 'owner');
+    owners.value = ownersInOrder.slice(0, 1);
   } catch (e) {
     error.value = apiError(e, 'بارگذاری اشتراک محیط ناموفق بود');
   } finally {
@@ -58,6 +60,21 @@ async function loadOwners() {
   }
 }
 
+async function applyProduct(userId: string, planCode: ProductPlanCode) {
+  busyId.value = `product-${userId}-${planCode}`;
+  error.value = '';
+  success.value = '';
+  try {
+    await platformApi.post(`/platform/organizations/${orgId.value}/product-plan`, { planCode });
+    await loadOwners();
+    success.value = `سطح «${PRODUCT_PLAN_LABELS[planCode]}» روی دسترسی‌ها اعمال شد`;
+  } catch (e) {
+    error.value = apiError(e, 'اعمال سطح امکانات ناموفق بود');
+  } finally {
+    busyId.value = '';
+  }
+}
+
 async function applyPlan(userId: string, planCode: BillingPlanCode) {
   busyId.value = `plan-${userId}-${planCode}`;
   error.value = '';
@@ -100,11 +117,12 @@ onMounted(() => {
       <p v-else-if="orgId && !owners.length" class="muted">این محیط مالک فعالی ندارد.</p>
       <AdmBillingPanel
         v-for="owner in owners"
-        :key="`${owner.userId}-${owner.billing?.planCode ?? ''}-${owner.billing?.expiresAt ?? ''}`"
+        :key="`${owner.userId}-${owner.billing?.planCode ?? ''}-${owner.billing?.expiresAt ?? ''}-${owner.billing?.maxUsers ?? ''}-${owner.billing?.maxOrganizations ?? ''}`"
         :user-id="owner.userId"
         :billing="owner.billing"
         :busy-id="busyId"
         @apply="applyPlan(owner.userId, $event)"
+        @product="applyProduct(owner.userId, $event)"
       />
     </div>
   </div>

apps/web/src/views/adm/AdmOrganizationsView.vue

@@ -5,6 +5,7 @@ import type {
   CreatePlatformOrganizationRequest,
   OrgModuleKey,
   PlatformOrganizationDto,
+  ProductPlanCode,
   UpdatePlatformOrganizationRequest,
   UserRole,
 } from '@mento/shared';
@@ -12,6 +13,8 @@ import {
   BILLING_PLAN_LABELS,
   ORG_MODULE_GROUPS,
   ORG_MODULE_LABELS,
+  PRODUCT_PLAN_CODES,
+  PRODUCT_PLAN_LABELS,
   USER_ROLE_LABELS,
   USER_ROLES,
   isBusinessField,
@@ -265,6 +268,25 @@ async function setMembershipRole(membershipId: string, role: UserRole) {
   }
 }
 
+async function applyProductPlan(orgId: string, planCode: ProductPlanCode) {
+  savingModules.value = true;
+  error.value = '';
+  success.value = '';
+  try {
+    const { data } = await platformApi.post<PlatformOrganizationDto>(
+      `/platform/organizations/${orgId}/product-plan`,
+      { planCode },
+    );
+    moduleDraft.value = [...(data.enabledModules ?? [])];
+    if (detail.value?.id === orgId) detail.value = data;
+    success.value = `سطح «${PRODUCT_PLAN_LABELS[planCode]}» روی دسترسی‌ها اعمال شد`;
+  } catch (e) {
+    error.value = apiError(e, 'اعمال سطح امکانات ناموفق بود');
+  } finally {
+    savingModules.value = false;
+  }
+}
+
 function toggleModule(key: OrgModuleKey) {
   if (moduleDraft.value.includes(key)) {
     moduleDraft.value = moduleDraft.value.filter((k) => k !== key);
@@ -434,6 +456,16 @@ onMounted(() => {
           <div class="modules">
             <div class="modules-head">
               <strong>ماژول‌های فعال</strong>
+              <button
+                v-for="code in PRODUCT_PLAN_CODES"
+                :key="code"
+                class="btn btn-ghost"
+                type="button"
+                :disabled="savingModules"
+                @click="applyProductPlan(org.id, code)"
+              >
+                {{ PRODUCT_PLAN_LABELS[code] }}
+              </button>
               <button
                 class="btn"
                 type="button"
@@ -522,7 +554,8 @@ onMounted(() => {
                 <div class="member-actions">
                   <select
                     :value="member.role"
-                    :disabled="busyId === `role-${member.membershipId}`"
+                    :disabled="member.role === 'owner' || busyId === `role-${member.membershipId}`"
+                    :title="member.role === 'owner' ? 'مالک همان ثبت‌نام‌کننده است و عوض نمی‌شود' : undefined"
                     @change="
                       setMembershipRole(
                         member.membershipId,
@@ -530,7 +563,11 @@ onMounted(() => {
                       )
                     "
                   >
-                    <option v-for="role in USER_ROLES" :key="role" :value="role">
+                    <option
+                      v-for="role in USER_ROLES.filter((role) => role !== 'owner' || member.role === 'owner')"
+                      :key="role"
+                      :value="role"
+                    >
                       {{ USER_ROLE_LABELS[role] }}
                     </option>
                   </select>

apps/web/src/views/adm/AdmUsersView.vue

@@ -247,7 +247,8 @@ onMounted(() => {
               <div class="member-actions">
                 <select
                   :value="mem.role"
-                  :disabled="busyId === `role-${mem.membershipId}`"
+                  :disabled="mem.role === 'owner' || busyId === `role-${mem.membershipId}`"
+                  :title="mem.role === 'owner' ? 'مالک همان ثبت‌نام‌کننده است و عوض نمی‌شود' : undefined"
                   @change="
                     setMembershipRole(
                       user.id,
@@ -256,7 +257,11 @@ onMounted(() => {
                     )
                   "
                 >
-                  <option v-for="role in USER_ROLES" :key="role" :value="role">
+                  <option
+                    v-for="role in USER_ROLES.filter((role) => role !== 'owner' || mem.role === 'owner')"
+                    :key="role"
+                    :value="role"
+                  >
                     {{ USER_ROLE_LABELS[role] }}
                   </option>
                 </select>

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

@@ -16,12 +16,16 @@ import {
   Space as ASpace,
   Statistic as AStatistic,
   Table as ATable,
+  Descriptions as ADescriptions,
+  DescriptionsItem as ADescriptionsItem,
+  List as AList,
 } from 'ant-design-vue';
 import type { TableColumnsType } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import type { FinancialAccountDto, FinancialMovementDto } from '@mento/shared';
 import MoneyInput from '@/components/MoneyInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { formatJalaliNumeric } from '@/lib/jalali';
 import { parseMoneyNumber } from '@/lib/money';
 import { useTreasuryPageChrome } from './treasuryPageChrome';
@@ -37,6 +41,8 @@ const reason = ref('');
 const note = ref('');
 const busy = ref(false);
 
+const isMobile = useTreasuryMobile();
+const AListItem = AList.Item;
 const columns: TableColumnsType<FinancialMovementDto> = [
   {
     title: 'تاریخ',
@@ -168,7 +174,7 @@ onUnmounted(() => {
           <a-row :gutter="[16, 0]">
             <a-col :xs="24" :md="8">
               <a-form-item label="موجودی واقعی">
-                <MoneyInput v-model="stated" :decimals="0" />
+                <MoneyInput addon-after="تومان" v-model="stated" :decimals="0" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
@@ -190,8 +196,29 @@ onUnmounted(() => {
 
         <a-divider orientation="right">گردش حساب</a-divider>
         <a-empty v-if="!items.length" description="گردشی ثبت نشده است." />
+        <a-list v-else-if="isMobile" :data-source="items">
+          <template #renderItem="{ item }">
+            <a-list-item>
+              <a-card :title="formatJalaliNumeric(new Date(item.occurredAt))" style="width: 100%">
+                <a-descriptions :column="1" bordered>
+                  <a-descriptions-item label="شرح">{{ item.memo || '—' }}</a-descriptions-item>
+                  <a-descriptions-item label="نوع">{{ item.kindLabel }}</a-descriptions-item>
+                  <a-descriptions-item label="ورودی">
+                    {{ item.direction === 'in' ? toman(item.amount) : '—' }}
+                  </a-descriptions-item>
+                  <a-descriptions-item label="خروجی">
+                    {{ item.direction === 'out' ? toman(item.amount) : '—' }}
+                  </a-descriptions-item>
+                  <a-descriptions-item label="مانده">
+                    {{ item.balanceAfter ? toman(item.balanceAfter) : '—' }}
+                  </a-descriptions-item>
+                </a-descriptions>
+              </a-card>
+            </a-list-item>
+          </template>
+        </a-list>
         <a-table
-          v-else
+          v-else-if="items.length"
           :columns="columns"
           :data-source="items"
           :pagination="false"

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

@@ -27,9 +27,11 @@ import type { FinancialAccountDto, FinancialAccountType, OrgUserDto } from '@men
 import MoneyInput from '@/components/MoneyInput.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { parseMoneyNumber } from '@/lib/money';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
@@ -315,7 +317,7 @@ onMounted(() => {
               </a-col>
               <a-col :xs="24" :md="8">
                 <a-form-item label="موجودی اولیه" name="openingBalance">
-                  <MoneyInput v-model="form.openingBalance" :decimals="0" />
+                  <MoneyInput addon-after="تومان" v-model="form.openingBalance" :decimals="0" />
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="8">
@@ -400,7 +402,7 @@ onMounted(() => {
                   name="amount"
                   :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
                 >
-                  <MoneyInput v-model="transfer.amount" :decimals="0" />
+                  <MoneyInput addon-after="تومان" v-model="transfer.amount" :decimals="0" />
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="12">
@@ -420,7 +422,7 @@ onMounted(() => {
 
         <a-divider orientation="right">فهرست حساب‌ها</a-divider>
         <a-empty v-if="!accounts.length" description="حسابی ثبت نشده است." />
-        <a-list v-else item-layout="horizontal" :data-source="accounts">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="accounts">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>

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

@@ -23,8 +23,10 @@ import {
 } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import type { FinancialCategoryDto } from '@mento/shared';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
@@ -151,7 +153,7 @@ onMounted(() => {
 
       <a-divider orientation="right">درآمد</a-divider>
       <a-empty v-if="!incomeRows.length" description="دسته درآمدی نیست." />
-      <a-list v-else item-layout="horizontal" :data-source="incomeRows">
+      <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="incomeRows">
         <template #renderItem="{ item }">
           <a-list-item>
             <template #actions>
@@ -176,7 +178,7 @@ onMounted(() => {
 
       <a-divider orientation="right">هزینه</a-divider>
       <a-empty v-if="!expenseRows.length" description="دسته هزینه‌ای نیست." />
-      <a-list v-else item-layout="horizontal" :data-source="expenseRows">
+      <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="expenseRows">
         <template #renderItem="{ item }">
           <a-list-item>
             <template #actions>

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

@@ -158,7 +158,7 @@ onMounted(() => {
     <UiCard title="سند جدید">
       <div class="grid">
         <UiField label="عنوان"><UiInput v-model="form.title" /></UiField>
-        <UiField label="مبلغ کل"><MoneyInput v-model="form.amount" :decimals="0" /></UiField>
+        <UiField label="مبلغ کل"><MoneyInput addon-after="تومان" v-model="form.amount" :decimals="0" /></UiField>
         <UiField label="دسته‌بندی">
           <select v-model="form.categoryId" class="select">
             <option value="">بدون دسته</option>
@@ -166,7 +166,7 @@ onMounted(() => {
           </select>
         </UiField>
         <UiField label="طرف حساب"><UiInput v-model="form.partyName" /></UiField>
-        <UiField :label="settleLabel"><MoneyInput v-model="form.settleAmount" :decimals="0" /></UiField>
+        <UiField :label="settleLabel"><MoneyInput addon-after="تومان" v-model="form.settleAmount" :decimals="0" /></UiField>
         <UiField label="حساب">
           <select v-model="form.accountId" class="select">
             <option value="">انتخاب حساب</option>

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

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { onMounted, ref } from 'vue';
+import { computed, onMounted, ref, watch } from 'vue';
 import axios from 'axios';
 import {
   Alert as AAlert,
@@ -14,11 +14,13 @@ import {
   Input as AInput,
   List as AList,
   Row as ARow,
+  Segmented as ASegmented,
   Select as ASelect,
   Typography,
   message,
 } from 'ant-design-vue';
 import { api } from '@/lib/api';
+import { formatLocalDateInput } from '@/lib/jalali';
 import type {
   FinancialAccountDto,
   FinancialCategoryDto,
@@ -26,11 +28,13 @@ import type {
   FinancialPartyKind,
   TreasuryPartyBalanceDto,
 } from '@mento/shared';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import MoneyInput from '@/components/MoneyInput.vue';
 import TreasuryPartyBalanceTable from '@/components/treasury/TreasuryPartyBalanceTable.vue';
 import TreasuryPartySelect from '@/components/treasury/TreasuryPartySelect.vue';
 import { useSettleDefault } from '@/components/treasury/useSettleDefault';
-import { toman } from './treasury-format';
+import { partyNetPosition, toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { parseMoneyNumber } from '@/lib/money';
 
 const { Text: ATypographyText } = Typography;
@@ -38,9 +42,11 @@ const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
 
+const isMobile = useTreasuryMobile();
 const kind = 'expense' as const;
 const rows = ref<FinancialDocumentDto[]>([]);
 const balances = ref<TreasuryPartyBalanceDto[]>([]);
+const receivableBalances = ref<TreasuryPartyBalanceDto[]>([]);
 const categories = ref<FinancialCategoryDto[]>([]);
 const accounts = ref<FinancialAccountDto[]>([]);
 const error = ref('');
@@ -57,10 +63,17 @@ const form = ref({
   settleAmount: '',
   method: 'transfer',
   notes: '',
+  bookedAt: formatLocalDateInput(new Date()),
 });
 const settleMirror = useSettleDefault(form);
 
 const settleLabel = 'مبلغ پرداخت‌شده';
+const entryMode = ref<'settlement' | 'accrual'>('settlement');
+const isSettlement = computed(() => entryMode.value === 'settlement');
+const entryOptions = [
+  { label: 'پرداخت', value: 'settlement' },
+  { label: 'هزینه', value: 'accrual' },
+];
 const statusLabel: Record<string, string> = {
   open: 'پرداخت‌نشده',
   partial: 'جزئی',
@@ -94,17 +107,32 @@ function docLine(item: FinancialDocumentDto) {
 }
 
 async function load() {
-  const [docs, cats, acc, bals] = await Promise.all([
+  const [docs, cats, acc, bals, receivables] = await Promise.all([
     api.get<FinancialDocumentDto[]>('/treasury/documents', { params: { kind, q: q.value || undefined } }),
-    api.get<FinancialCategoryDto[]>('/treasury/categories', { params: { kind } }),
-    api.get<FinancialAccountDto[]>('/treasury/accounts'),
+    api.get<FinancialCategoryDto[]>('/treasury/categories', { params: { kind } }).catch((e: unknown) => {
+      if (axios.isAxiosError(e) && (e.response?.status === 403 || e.response?.status === 404)) {
+        return { data: [] as FinancialCategoryDto[] };
+      }
+      throw e;
+    }),
+    api.get<FinancialAccountDto[]>('/treasury/accounts').catch((e: unknown) => {
+      if (axios.isAxiosError(e) && (e.response?.status === 403 || e.response?.status === 404)) {
+        return { data: [] as FinancialAccountDto[] };
+      }
+      throw e;
+    }),
     api.get<TreasuryPartyBalanceDto[]>('/treasury/party-balances', { params: { kind } }).catch((e: unknown) => {
       if (axios.isAxiosError(e) && e.response?.status === 404) return { data: [] as TreasuryPartyBalanceDto[] };
       throw e;
     }),
+    api.get<TreasuryPartyBalanceDto[]>('/treasury/party-balances', { params: { kind: 'income' } }).catch((e: unknown) => {
+      if (axios.isAxiosError(e) && e.response?.status === 404) return { data: [] as TreasuryPartyBalanceDto[] };
+      throw e;
+    }),
   ]);
   rows.value = docs.data;
   balances.value = bals.data;
+  receivableBalances.value = receivables.data;
   categories.value = cats.data.filter((row) => row.isActive);
   accounts.value = acc.data.filter((row) => row.isActive);
 }
@@ -118,33 +146,61 @@ async function createDoc() {
   error.value = '';
   ok.value = '';
   try {
-    const amount = parseMoneyNumber(String(form.value.amount ?? ''), 0);
+    const settlement = isSettlement.value;
+    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+    const amount = settlement
+      ? settleAmount
+      : parseMoneyNumber(String(form.value.amount ?? ''), 0);
     if (amount == null || amount <= 0) {
-      error.value = 'مبلغ کل معتبر نیست.';
+      error.value = settlement ? 'مبلغ پرداخت‌شده معتبر نیست.' : 'مبلغ کل معتبر نیست.';
       return;
     }
     if (!form.value.partyKind || (form.value.partyKind !== 'other' && !form.value.partyId)) {
       error.value = 'طرف حساب را انتخاب کنید.';
       return;
     }
-    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
-    if (form.value.partyKind === 'other' && settleAmount !== amount) {
+    if (settlement && form.value.partyKind === 'other') {
+      error.value = 'برای پرداخت، طرف حساب واقعی لازم است.';
+      return;
+    }
+    if (!settlement && form.value.partyKind === 'other' && settleAmount !== amount) {
       error.value = 'برای سایر، مبلغ پرداخت‌شده باید با مبلغ کل یکی باشد.';
       return;
     }
+    if (!settlement && settleAmount > amount) {
+      error.value = 'مبلغ پرداخت‌شده از مبلغ کل بیشتر است.';
+      return;
+    }
+    if ((settlement || settleAmount > 0) && !form.value.accountId) {
+      error.value = 'حساب را انتخاب کنید.';
+      return;
+    }
+    const partyKey =
+      form.value.partyKind && form.value.partyKind !== 'other' && form.value.partyId
+        ? `${form.value.partyKind}:${form.value.partyId}`
+        : '';
+    const payable = partyKey
+      ? Number(balances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
+      : 0;
+    const receivable = partyKey
+      ? Number(receivableBalances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
+      : 0;
+    const collectsBalance = settlement && (payable > 0 || receivable > 0);
     const { data } = await api.post<FinancialDocumentDto>('/treasury/documents', {
       kind,
+      settlement,
       title: form.value.title,
       amount,
-      categoryId: form.value.categoryId || null,
+      categoryId: settlement ? null : form.value.categoryId || null,
       partyKind: form.value.partyKind,
       personId: form.value.partyKind === 'person' ? form.value.partyId : null,
       companyId: form.value.partyKind === 'company' ? form.value.partyId : null,
       userId: form.value.partyKind === 'user' ? form.value.partyId : null,
       accountId: form.value.accountId || null,
-      settleAmount,
+      settleAmount: settlement ? amount : settleAmount,
       method: form.value.method,
       notes: form.value.notes || null,
+      bookedAt: form.value.bookedAt || undefined,
     });
     settleMirror.reset();
     form.value = {
@@ -157,10 +213,13 @@ async function createDoc() {
       settleAmount: '',
       method: 'transfer',
       notes: '',
+      bookedAt: formatLocalDateInput(new Date()),
     };
-    ok.value = data.reference
-      ? `سند ثبت شد. شماره پیگیری: ${data.reference}`
-      : 'سند ثبت شد.';
+    ok.value = collectsBalance
+      ? `${toman(settleAmount)} از ماندهٔ طرف حساب کم شد.`
+      : data.reference
+        ? `سند ثبت شد. شماره پیگیری: ${data.reference}`
+        : 'سند ثبت شد.';
     await load();
   } catch (e) {
     error.value = apiMessage(e);
@@ -169,6 +228,57 @@ async function createDoc() {
   }
 }
 
+const partyRules = [
+  {
+    validator: async () => {
+      if (!form.value.partyKind) throw new Error('طرف حساب الزامی است');
+      if (isSettlement.value && form.value.partyKind === 'other') {
+        throw new Error('برای پرداخت، طرف حساب واقعی لازم است');
+      }
+      if (form.value.partyKind !== 'other' && !form.value.partyId) {
+        throw new Error('طرف حساب را انتخاب کنید');
+      }
+    },
+  },
+];
+
+const accountRules = [
+  {
+    validator: async () => {
+      const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+      if ((isSettlement.value || settled > 0) && !form.value.accountId) {
+        throw new Error('حساب را انتخاب کنید');
+      }
+    },
+  },
+];
+
+const remainingAmount = computed(() => {
+  const total = parseMoneyNumber(String(form.value.amount ?? ''), 0) ?? 0;
+  const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+  return Math.max(0, total - settled);
+});
+
+watch(entryMode, () => {
+  settleMirror.reset();
+  form.value.amount = '';
+  form.value.settleAmount = '';
+  if (isSettlement.value && form.value.partyKind === 'other') {
+    form.value.partyKind = undefined;
+    form.value.partyId = undefined;
+  }
+});
+
+const partyPosition = computed(() => {
+  const partyKind = form.value.partyKind;
+  const id = form.value.partyId;
+  if (!partyKind || partyKind === 'other' || !id) return null;
+  const key = `${partyKind}:${id}`;
+  const receivable = Number(receivableBalances.value.find((item) => item.key === key)?.remaining || 0);
+  const payable = Number(balances.value.find((item) => item.key === key)?.remaining || 0);
+  return partyNetPosition(receivable, payable);
+});
+
 async function voidDoc(id: string) {
   if (!window.confirm('این سند و گردش متصل به آن باطل شود؟')) return;
   try {
@@ -192,7 +302,10 @@ onMounted(() => {
       <a-alert v-if="ok" type="success" show-icon :message="ok" />
 
       <a-card :bordered="false">
-        <a-divider orientation="right">سند جدید</a-divider>
+        <a-flex align="center" justify="space-between" wrap="wrap" gap="small">
+          <a-typography-text strong>سند جدید</a-typography-text>
+          <a-segmented v-model:value="entryMode" :options="entryOptions" />
+        </a-flex>
         <a-form
           layout="vertical"
           :model="form"
@@ -200,6 +313,23 @@ onMounted(() => {
           @finishFailed="onFinishFailed"
         >
           <a-row :gutter="[16, 0]">
+            <a-col :xs="24" :md="12">
+              <a-form-item label="طرف حساب" name="partyKind" :rules="partyRules">
+                <a-row :gutter="8" align="middle">
+                  <a-col :span="partyPosition ? 16 : 24">
+                    <TreasuryPartySelect
+                      v-model:kind="form.partyKind"
+                      v-model:party-id="form.partyId"
+                      :allow-other="!isSettlement"
+                      :placeholder="isSettlement ? 'مشتری، شرکت یا کاربر' : undefined"
+                    />
+                  </a-col>
+                  <a-col v-if="partyPosition" :span="8">
+                    <a-typography-text :type="partyPosition.type">{{ partyPosition.text }}</a-typography-text>
+                  </a-col>
+                </a-row>
+              </a-form-item>
+            </a-col>
             <a-col :xs="24" :md="12">
               <a-form-item
                 label="عنوان"
@@ -209,21 +339,35 @@ onMounted(() => {
                 <a-input v-model:value="form.title" />
               </a-form-item>
             </a-col>
-            <a-col :xs="24" :md="8">
+            <a-col v-if="!isSettlement" :xs="24" :md="8">
               <a-form-item
                 label="مبلغ کل"
                 name="amount"
                 :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
               >
-                <MoneyInput v-model="form.amount" :decimals="0" />
+                <MoneyInput addon-after="تومان" v-model="form.amount" :decimals="0" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
-              <a-form-item :label="settleLabel" name="settleAmount">
-                <MoneyInput v-model="form.settleAmount" :decimals="0" :disabled="form.partyKind === 'other'" />
+              <a-form-item
+                :label="settleLabel"
+                name="settleAmount"
+                :rules="isSettlement ? [{ required: true, message: 'مبلغ را وارد کنید' }] : []"
+              >
+                <MoneyInput
+                  addon-after="تومان"
+                  v-model="form.settleAmount"
+                  :decimals="0"
+                  :disabled="!isSettlement && form.partyKind === 'other'"
+                />
               </a-form-item>
             </a-col>
-            <a-col :xs="24" :md="8">
+            <a-col v-if="!isSettlement" :xs="24" :md="8">
+              <a-form-item label="مانده این سند">
+                <a-typography-text>{{ toman(remainingAmount) }}</a-typography-text>
+              </a-form-item>
+            </a-col>
+            <a-col v-if="!isSettlement" :xs="24" :md="8">
               <a-form-item label="دسته‌بندی" name="categoryId">
                 <a-select show-search option-filter-prop="label"
                   v-model:value="form.categoryId"
@@ -238,12 +382,7 @@ onMounted(() => {
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
-              <a-form-item label="طرف حساب" name="partyKind">
-                <TreasuryPartySelect v-model:kind="form.partyKind" v-model:party-id="form.partyId" />
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item label="حساب" name="accountId">
+              <a-form-item label="حساب" name="accountId" :rules="accountRules">
                 <a-select show-search option-filter-prop="label"
                   v-model:value="form.accountId"
                   allow-clear
@@ -265,8 +404,18 @@ onMounted(() => {
                 </a-select>
               </a-form-item>
             </a-col>
+            <a-col :xs="24" :md="8">
+              <a-form-item label="تاریخ" name="bookedAt">
+                <JalaliDateInput v-model="form.bookedAt" />
+              </a-form-item>
+            </a-col>
+            <a-col v-if="!isSettlement" :span="24">
+              <a-form-item label="توضیحات" name="notes">
+                <a-input v-model:value="form.notes" />
+              </a-form-item>
+            </a-col>
           </a-row>
-          <a-button type="primary" html-type="submit" :loading="saving">ثبت</a-button>
+          <a-button type="primary" html-type="submit" :block="isMobile" :loading="saving">ثبت</a-button>
         </a-form>
 
         <a-divider orientation="right">مانده پرداختنی</a-divider>
@@ -290,10 +439,10 @@ onMounted(() => {
         </a-form>
 
         <a-empty v-if="!rows.length" description="سندی نیست." />
-        <a-list v-else item-layout="horizontal" :data-source="rows">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="rows">
           <template #renderItem="{ item }">
             <a-list-item>
-              <template #actions>
+              <template v-if="!isMobile" #actions>
                 <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
                 <a-button
                   v-if="item.status !== 'void'"
@@ -304,7 +453,29 @@ onMounted(() => {
                   ابطال
                 </a-button>
               </template>
-              <a-list-item-meta>
+              <a-flex v-if="isMobile" vertical :gap="4" style="width: 100%">
+                <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+                  <a-typography-text strong>{{ item.title }}</a-typography-text>
+                  <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
+                </a-flex>
+                <a-typography-text type="secondary">
+                  {{ item.partyName || 'بدون طرف حساب' }} · {{ statusLabel[item.status] ?? item.status }}
+                </a-typography-text>
+                <a-typography-text v-if="item.reference" type="secondary">پیگیری {{ item.reference }}</a-typography-text>
+                <a-typography-text v-if="item.categoryName" type="secondary">{{ item.categoryName }}</a-typography-text>
+                <a-flex justify="space-between" align="center">
+                  <a-typography-text>مانده {{ toman(item.remaining) }}</a-typography-text>
+                  <a-button
+                    v-if="item.status !== 'void'"
+                    type="link"
+                    danger
+                    @click="voidDoc(item.id)"
+                  >
+                    ابطال
+                  </a-button>
+                </a-flex>
+              </a-flex>
+              <a-list-item-meta v-else>
                 <template #title>{{ item.title }}</template>
                 <template #description>{{ docLine(item) }}</template>
               </a-list-item-meta>

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

@@ -15,8 +15,10 @@ import {
 import { api } from '@/lib/api';
 import type { TreasuryDashboardDto } from '@mento/shared';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 
@@ -28,9 +30,9 @@ 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;
 
@@ -75,7 +77,7 @@ onMounted(async () => {
               />
               <a-list
                 v-else
-                item-layout="horizontal"
+                :item-layout="isMobile ? 'vertical' : 'horizontal'"
                 :data-source="data.upcomingInstallments"
               >
                 <template #renderItem="{ item }">
@@ -102,7 +104,7 @@ onMounted(async () => {
               />
               <a-list
                 v-else
-                item-layout="horizontal"
+                :item-layout="isMobile ? 'vertical' : 'horizontal'"
                 :data-source="data.upcomingPayables"
               >
                 <template #renderItem="{ item }">
@@ -127,7 +129,7 @@ onMounted(async () => {
           />
           <a-list
             v-else
-            item-layout="horizontal"
+            :item-layout="isMobile ? 'vertical' : 'horizontal'"
             :data-source="data.recent"
           >
             <template #renderItem="{ item }">

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

@@ -1,9 +1,8 @@
 <script setup lang="ts">
-import { computed, h, onMounted, ref } from 'vue';
+import { computed, onMounted, ref, watch } from 'vue';
 import axios from 'axios';
 import {
   Alert as AAlert,
-  Avatar as AAvatar,
   Button as AButton,
   Card as ACard,
   Col as ACol,
@@ -18,23 +17,9 @@ import {
   Row as ARow,
   Segmented as ASegmented,
   Select as ASelect,
-  Space as ASpace,
-  Textarea as ATextarea,
   Typography,
   message,
-  theme,
 } from 'ant-design-vue';
-import type { FormInstance } from 'ant-design-vue';
-import {
-  ArrowDownOutlined,
-  BankOutlined,
-  CheckOutlined,
-  ClockCircleOutlined,
-  CreditCardOutlined,
-  FileTextOutlined,
-  InfoCircleOutlined,
-  TagOutlined,
-} from '@ant-design/icons-vue';
 import { api } from '@/lib/api';
 import { formatLocalDateInput } from '@/lib/jalali';
 import type {
@@ -42,7 +27,6 @@ import type {
   FinancialCategoryDto,
   FinancialDocumentDto,
   FinancialPartyKind,
-  TreasuryDashboardDto,
   TreasuryPartyBalanceDto,
 } from '@mento/shared';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
@@ -50,29 +34,26 @@ import MoneyInput from '@/components/MoneyInput.vue';
 import TreasuryPartyBalanceTable from '@/components/treasury/TreasuryPartyBalanceTable.vue';
 import TreasuryPartySelect from '@/components/treasury/TreasuryPartySelect.vue';
 import { useSettleDefault } from '@/components/treasury/useSettleDefault';
-import { toman } from './treasury-format';
+import { partyNetPosition, 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;
-const { token } = theme.useToken();
 const screens = Grid.useBreakpoint();
 const isMobile = computed(() => !screens.value.md);
 
 const kind = 'income' as const;
 const rows = ref<FinancialDocumentDto[]>([]);
 const balances = ref<TreasuryPartyBalanceDto[]>([]);
+const payableBalances = ref<TreasuryPartyBalanceDto[]>([]);
 const categories = ref<FinancialCategoryDto[]>([]);
 const accounts = ref<FinancialAccountDto[]>([]);
-const dashboard = ref<TreasuryDashboardDto | null>(null);
 const error = ref('');
 const ok = ref('');
 const saving = ref(false);
 const q = ref('');
-const formTab = ref<'main' | 'extra'>('main');
-const mobileFormRef = ref<FormInstance>();
 
 function emptyForm() {
   return {
@@ -93,6 +74,12 @@ const form = ref(emptyForm());
 const settleMirror = useSettleDefault(form);
 
 const settleLabel = 'مبلغ دریافت‌شده';
+const entryMode = ref<'settlement' | 'accrual'>('settlement');
+const isSettlement = computed(() => entryMode.value === 'settlement');
+const entryOptions = [
+  { label: 'دریافت', value: 'settlement' },
+  { label: 'درآمد', value: 'accrual' },
+];
 const statusLabel: Record<string, string> = {
   open: 'دریافت‌نشده',
   partial: 'جزئی',
@@ -108,19 +95,51 @@ const methodOptions = [
   { value: 'other', label: 'سایر' },
 ];
 
-const formTabOptions = [
+const partyRules = [
   {
-    value: 'main',
-    payload: 'main',
-    label: h('span', {}, [h(InfoCircleOutlined), ' اطلاعات اصلی']),
-  },
-  {
-    value: 'extra',
-    payload: 'extra',
-    label: h('span', {}, [h(FileTextOutlined), ' جزئیات تکمیلی']),
+    validator: async () => {
+      if (!form.value.partyKind) throw new Error('طرف حساب الزامی است');
+      if (isSettlement.value && form.value.partyKind === 'other') {
+        throw new Error('برای دریافت، طرف حساب واقعی لازم است');
+      }
+      if (form.value.partyKind !== 'other' && !form.value.partyId) {
+        throw new Error('طرف حساب را انتخاب کنید');
+      }
+    },
   },
 ];
 
+const accountRules = [
+  {
+    validator: async () => {
+      const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+      if ((isSettlement.value || settled > 0) && !form.value.accountId) {
+        throw new Error('حساب را انتخاب کنید');
+      }
+    },
+  },
+];
+
+const partyPosition = computed(() => {
+  const partyKind = form.value.partyKind;
+  const id = form.value.partyId;
+  if (!partyKind || partyKind === 'other' || !id) return null;
+  const key = `${partyKind}:${id}`;
+  const receivable = Number(balances.value.find((item) => item.key === key)?.remaining || 0);
+  const payable = Number(payableBalances.value.find((item) => item.key === key)?.remaining || 0);
+  return partyNetPosition(receivable, payable);
+});
+
+watch(entryMode, () => {
+  settleMirror.reset();
+  form.value.amount = '';
+  form.value.settleAmount = '';
+  if (isSettlement.value && form.value.partyKind === 'other') {
+    form.value.partyKind = undefined;
+    form.value.partyId = undefined;
+  }
+});
+
 const remainingAmount = computed(() => {
   const total = parseMoneyNumber(String(form.value.amount ?? ''), 0) ?? 0;
   const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
@@ -149,27 +168,39 @@ function docLine(item: FinancialDocumentDto) {
 }
 
 async function load() {
-  const [docs, cats, acc, dash, bals] = await Promise.all([
+  const [docs, cats, acc, bals, payables] = await Promise.all([
     api.get<FinancialDocumentDto[]>('/treasury/documents', { params: { kind, q: q.value || undefined } }),
-    api.get<FinancialCategoryDto[]>('/treasury/categories', { params: { kind } }),
-    api.get<FinancialAccountDto[]>('/treasury/accounts'),
-    api.get<TreasuryDashboardDto>('/treasury/dashboard').catch(() => null),
+    api.get<FinancialCategoryDto[]>('/treasury/categories', { params: { kind } }).catch((e: unknown) => {
+      if (axios.isAxiosError(e) && (e.response?.status === 403 || e.response?.status === 404)) {
+        return { data: [] as FinancialCategoryDto[] };
+      }
+      throw e;
+    }),
+    api.get<FinancialAccountDto[]>('/treasury/accounts').catch((e: unknown) => {
+      if (axios.isAxiosError(e) && (e.response?.status === 403 || e.response?.status === 404)) {
+        return { data: [] as FinancialAccountDto[] };
+      }
+      throw e;
+    }),
     api.get<TreasuryPartyBalanceDto[]>('/treasury/party-balances', { params: { kind } }).catch((e: unknown) => {
       if (axios.isAxiosError(e) && e.response?.status === 404) return { data: [] as TreasuryPartyBalanceDto[] };
       throw e;
     }),
+    api.get<TreasuryPartyBalanceDto[]>('/treasury/party-balances', { params: { kind: 'expense' } }).catch((e: unknown) => {
+      if (axios.isAxiosError(e) && e.response?.status === 404) return { data: [] as TreasuryPartyBalanceDto[] };
+      throw e;
+    }),
   ]);
   rows.value = docs.data;
   balances.value = bals.data;
+  payableBalances.value = payables.data;
   categories.value = cats.data.filter((row) => row.isActive);
   accounts.value = acc.data.filter((row) => row.isActive);
-  if (dash) dashboard.value = dash.data;
 }
 
 function resetForm() {
   settleMirror.reset();
   form.value = emptyForm();
-  formTab.value = 'main';
   error.value = '';
   ok.value = '';
 }
@@ -179,39 +210,68 @@ async function createDoc() {
   error.value = '';
   ok.value = '';
   try {
-    const amount = parseMoneyNumber(String(form.value.amount ?? ''), 0);
+    const settlement = isSettlement.value;
+    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+    const amount = settlement
+      ? settleAmount
+      : parseMoneyNumber(String(form.value.amount ?? ''), 0);
     if (amount == null || amount <= 0) {
-      error.value = 'مبلغ کل معتبر نیست.';
+      error.value = settlement ? 'مبلغ دریافت‌شده معتبر نیست.' : 'مبلغ کل معتبر نیست.';
       return;
     }
     if (!form.value.partyKind || (form.value.partyKind !== 'other' && !form.value.partyId)) {
       error.value = 'طرف حساب را انتخاب کنید.';
       return;
     }
-    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
-    if (form.value.partyKind === 'other' && settleAmount !== amount) {
+    if (settlement && form.value.partyKind === 'other') {
+      error.value = 'برای دریافت، طرف حساب واقعی لازم است.';
+      return;
+    }
+    if (!settlement && form.value.partyKind === 'other' && settleAmount !== amount) {
       error.value = 'برای سایر، مبلغ دریافت‌شده باید با مبلغ کل یکی باشد.';
       return;
     }
+    if (!settlement && settleAmount > amount) {
+      error.value = 'مبلغ دریافت‌شده از مبلغ کل بیشتر است.';
+      return;
+    }
+    if ((settlement || settleAmount > 0) && !form.value.accountId) {
+      error.value = 'حساب را انتخاب کنید.';
+      return;
+    }
+    const partyKey =
+      form.value.partyKind && form.value.partyKind !== 'other' && form.value.partyId
+        ? `${form.value.partyKind}:${form.value.partyId}`
+        : '';
+    const receivable = partyKey
+      ? Number(balances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
+      : 0;
+    const payable = partyKey
+      ? Number(payableBalances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
+      : 0;
+    const collectsBalance = settlement && (receivable > 0 || payable > 0);
     const { data } = await api.post<FinancialDocumentDto>('/treasury/documents', {
       kind,
+      settlement,
       title: form.value.title,
       amount,
-      categoryId: form.value.categoryId || null,
+      categoryId: settlement ? null : form.value.categoryId || null,
       partyKind: form.value.partyKind,
       personId: form.value.partyKind === 'person' ? form.value.partyId : null,
       companyId: form.value.partyKind === 'company' ? form.value.partyId : null,
       userId: form.value.partyKind === 'user' ? form.value.partyId : null,
       accountId: form.value.accountId || null,
-      settleAmount,
+      settleAmount: settlement ? amount : settleAmount,
       method: form.value.method,
       notes: form.value.notes || null,
       bookedAt: form.value.bookedAt || undefined,
     });
     resetForm();
-    ok.value = data.reference
-      ? `سند ثبت شد. شماره پیگیری: ${data.reference}`
-      : 'سند ثبت شد.';
+    ok.value = collectsBalance
+      ? `${toman(settleAmount)} از ماندهٔ طرف حساب کم شد.`
+      : data.reference
+        ? `سند ثبت شد. شماره پیگیری: ${data.reference}`
+        : 'سند ثبت شد.';
     await load();
   } catch (e) {
     error.value = apiMessage(e);
@@ -220,16 +280,6 @@ async function createDoc() {
   }
 }
 
-async function submitMobileForm() {
-  try {
-    await mobileFormRef.value?.validate();
-  } catch {
-    formTab.value = 'main';
-    return;
-  }
-  await createDoc();
-}
-
 async function voidDoc(id: string) {
   if (!window.confirm('این سند و گردش متصل به آن باطل شود؟')) return;
   try {
@@ -248,340 +298,15 @@ onMounted(() => {
 </script>
 
 <template>
-  <div
-    :style="
-      isMobile
-        ? { paddingBottom: 'calc(96px + var(--mobile-tabbar-h, 3.65rem))' }
-        : undefined
-    "
-  >
-    <!-- ─── Mobile app experience ─── -->
-    <template v-if="isMobile">
-      <a-flex vertical :gap="token.margin">
-        <a-row :gutter="[12, 12]">
-          <a-col :span="12">
-            <a-card
-              :bordered="false"
-              :body-style="{ padding: `${token.paddingSM}px` }"
-              :style="{
-                background: token.colorPrimaryBg,
-                borderRadius: `${token.borderRadiusLG}px`,
-                boxShadow: token.boxShadow,
-              }"
-            >
-              <a-flex align="center" justify="space-between" :gap="8">
-                <div :style="{ minWidth: 0, flex: 1 }">
-                  <a-typography-text type="secondary" :style="{ fontSize: '12px' }">
-                    دریافت‌های این ماه
-                  </a-typography-text>
-                  <div>
-                    <a-typography-text
-                      strong
-                      :style="{ fontSize: '15px', color: token.colorPrimary }"
-                    >
-                      {{ toman(dashboard?.actualReceipts) }}
-                    </a-typography-text>
-                  </div>
-                </div>
-                <a-avatar
-                  :size="36"
-                  :style="{
-                    background: token.colorPrimary,
-                    color: token.colorTextLightSolid,
-                    flexShrink: 0,
-                  }"
-                >
-                  <template #icon><ArrowDownOutlined /></template>
-                </a-avatar>
-              </a-flex>
-            </a-card>
-          </a-col>
-          <a-col :span="12">
-            <a-card
-              :bordered="false"
-              :body-style="{ padding: `${token.paddingSM}px` }"
-              :style="{
-                background: token.colorPrimaryBg,
-                borderRadius: `${token.borderRadiusLG}px`,
-                boxShadow: token.boxShadow,
-              }"
-            >
-              <a-flex align="center" justify="space-between" :gap="8">
-                <div :style="{ minWidth: 0, flex: 1 }">
-                  <a-typography-text type="secondary" :style="{ fontSize: '12px' }">
-                    در انتظار دریافت
-                  </a-typography-text>
-                  <div>
-                    <a-typography-text
-                      strong
-                      :style="{ fontSize: '15px', color: token.colorPrimary }"
-                    >
-                      {{ toman(dashboard?.receivables) }}
-                    </a-typography-text>
-                  </div>
-                </div>
-                <a-avatar
-                  :size="36"
-                  :style="{
-                    background: token.colorPrimary,
-                    color: token.colorTextLightSolid,
-                    flexShrink: 0,
-                  }"
-                >
-                  <template #icon><ClockCircleOutlined /></template>
-                </a-avatar>
-              </a-flex>
-            </a-card>
-          </a-col>
-        </a-row>
-
-        <a-alert v-if="error" type="error" show-icon :message="error" closable @close="error = ''" />
-        <a-alert v-if="ok" type="success" show-icon :message="ok" closable @close="ok = ''" />
-
-        <a-segmented
-          v-model:value="formTab"
-          block
-          :options="formTabOptions"
-          :style="{ background: token.colorFillTertiary }"
-        />
-
-        <a-card :bordered="false">
-          <a-form ref="mobileFormRef" layout="vertical" :model="form" @finish="createDoc">
-            <div v-show="formTab === 'main'">
-              <a-form-item
-                label="عنوان درآمد"
-                name="title"
-                :rules="[{ required: true, message: 'عنوان را وارد کنید' }]"
-              >
-                <a-input
-                  v-model:value="form.title"
-                  placeholder="مثلاً: دریافت قسط پروژه الف"
-                >
-                  <template #prefix><FileTextOutlined /></template>
-                </a-input>
-              </a-form-item>
-
-              <a-row :gutter="[12, 0]">
-                <a-col :span="12">
-                  <a-form-item label="طرف حساب" name="partyKind">
-                    <TreasuryPartySelect v-model:kind="form.partyKind" v-model:party-id="form.partyId" />
-                  </a-form-item>
-                </a-col>
-                <a-col :span="12">
-                  <a-form-item name="method">
-                    <template #label>
-                      <a-space :size="6">
-                        <CreditCardOutlined />
-                        <span>روش دریافت</span>
-                      </a-space>
-                    </template>
-                    <a-select show-search option-filter-prop="label" v-model:value="form.method" style="width: 100%">
-                      <a-select-option
-                        v-for="opt in methodOptions"
-                        :key="opt.value"
-                        :value="opt.value"
-                        :label="opt.label"
-                      >
-                        {{ opt.label }}
-                      </a-select-option>
-                    </a-select>
-                  </a-form-item>
-                </a-col>
-              </a-row>
-
-              <a-form-item name="categoryId">
-                <template #label>
-                  <a-space :size="6">
-                    <TagOutlined />
-                    <span>دسته‌بندی درآمد</span>
-                  </a-space>
-                </template>
-                <a-select show-search option-filter-prop="label"
-                  v-model:value="form.categoryId"
-                  allow-clear
-                  placeholder="انتخاب دسته"
-                  style="width: 100%"
-                >
-                  <a-select-option v-for="cat in categories" :key="cat.id" :value="cat.id" :label="cat.name">
-                    {{ cat.name }}
-                  </a-select-option>
-                </a-select>
-              </a-form-item>
-
-              <a-row :gutter="[12, 0]">
-                <a-col :span="12">
-                  <a-form-item
-                    label="مبلغ کل (تومان)"
-                    name="amount"
-                    :rules="[{ required: true, message: 'مبلغ کل را وارد کنید' }]"
-                  >
-                    <MoneyInput v-model="form.amount" :decimals="0" placeholder="۰" />
-                  </a-form-item>
-                </a-col>
-                <a-col :span="12">
-                  <a-form-item
-                    :label="`${settleLabel} (تومان)`"
-                    name="settleAmount"
-                    :rules="[{ required: true, message: 'مبلغ دریافت‌شده را وارد کنید' }]"
-                  >
-                    <MoneyInput
-                      v-model="form.settleAmount"
-                      :decimals="0"
-                      :disabled="form.partyKind === 'other'"
-                      placeholder="۰"
-                    />
-                  </a-form-item>
-                </a-col>
-              </a-row>
-
-              <a-flex
-                align="center"
-                justify="space-between"
-                :style="{
-                  background: token.colorSuccessBg,
-                  borderRadius: `${token.borderRadiusLG * 2}px`,
-                  padding: `${token.paddingSM}px ${token.padding}px`,
-                  marginBottom: `${token.margin}px`,
-                }"
-              >
-                <a-space :size="8">
-                  <span
-                    :style="{
-                      width: '8px',
-                      height: '8px',
-                      borderRadius: '50%',
-                      background: token.colorSuccess,
-                      display: 'inline-block',
-                    }"
-                  />
-                  <a-typography-text type="secondary">مانده قابل دریافت</a-typography-text>
-                </a-space>
-                <a-typography-text strong :style="{ color: token.colorSuccess }">
-                  {{ toman(remainingAmount) }}
-                </a-typography-text>
-              </a-flex>
-
-              <a-row :gutter="[12, 0]">
-                <a-col :span="12">
-                  <a-form-item label="تاریخ دریافت" name="bookedAt">
-                    <JalaliDateInput v-model="form.bookedAt" />
-                  </a-form-item>
-                </a-col>
-                <a-col :span="12">
-                  <a-form-item name="accountId">
-                    <template #label>
-                      <a-space :size="6">
-                        <BankOutlined />
-                        <span>حساب مقصد</span>
-                      </a-space>
-                    </template>
-                    <a-select show-search option-filter-prop="label"
-                      v-model:value="form.accountId"
-                      allow-clear
-                      placeholder="انتخاب حساب"
-                      style="width: 100%"
-                    >
-                      <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>
-            </div>
-
-            <div v-show="formTab === 'extra'">
-              <a-form-item label="توضیحات" name="notes">
-                <a-textarea
-                  v-model:value="form.notes"
-                  :rows="4"
-                  placeholder="توضیحات اختیاری…"
-                />
-              </a-form-item>
-            </div>
-          </a-form>
-        </a-card>
-
-        <a-card :bordered="false">
-          <a-divider orientation="right">مانده دریافتنی</a-divider>
-          <TreasuryPartyBalanceTable :rows="balances" settled-label="دریافت‌شده" />
-          <a-divider orientation="right">فهرست اسناد</a-divider>
-          <a-form layout="vertical">
-            <a-form-item label="جستجو">
-              <a-input
-                v-model:value="q"
-                allow-clear
-                placeholder="عنوان یا شماره پیگیری"
-                @press-enter="load"
-                @change="load"
-              />
-            </a-form-item>
-          </a-form>
-          <a-empty v-if="!rows.length" description="سندی نیست." />
-          <a-list v-else item-layout="horizontal" :data-source="rows">
-            <template #renderItem="{ item }">
-              <a-list-item>
-                <template #actions>
-                  <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
-                  <a-button
-                    v-if="item.status !== 'void'"
-                    type="link"
-                    danger
-                    @click="voidDoc(item.id)"
-                  >
-                    ابطال
-                  </a-button>
-                </template>
-                <a-list-item-meta>
-                  <template #title>{{ item.title }}</template>
-                  <template #description>{{ docLine(item) }}</template>
-                </a-list-item-meta>
-              </a-list-item>
-            </template>
-          </a-list>
-        </a-card>
-      </a-flex>
-
-      <div
-        :style="{
-          position: 'fixed',
-          left: 0,
-          right: 0,
-          bottom: 'var(--mobile-tabbar-h, 3.65rem)',
-          zIndex: 90,
-          background: token.colorBgElevated,
-          borderTop: `1px solid ${token.colorBorderSecondary}`,
-          padding: `${token.paddingSM}px ${token.padding}px`,
-          boxShadow: token.boxShadowSecondary,
-        }"
-      >
-        <a-row :gutter="12">
-          <a-col :span="8">
-            <a-button block @click="resetForm">انصراف</a-button>
-          </a-col>
-          <a-col :span="16">
-            <a-button type="primary" block :loading="saving" @click="submitMobileForm">
-              <template #icon><CheckOutlined /></template>
-              ثبت دریافت
-            </a-button>
-          </a-col>
-        </a-row>
-      </div>
-    </template>
-
-    <!-- ─── Desktop (unchanged interaction model) ─── -->
-    <template v-else>
-      <a-flex vertical :gap="16">
+  <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-card :bordered="false">
-          <a-divider orientation="right">سند جدید</a-divider>
+          <a-flex align="center" justify="space-between" wrap="wrap" gap="small">
+            <a-typography-text strong>سند جدید</a-typography-text>
+            <a-segmented v-model:value="entryMode" :options="entryOptions" />
+          </a-flex>
           <a-form
             layout="vertical"
             :model="form"
@@ -589,6 +314,23 @@ onMounted(() => {
             @finishFailed="onFinishFailed"
           >
             <a-row :gutter="[16, 0]">
+              <a-col :xs="24" :md="12">
+                <a-form-item label="طرف حساب" name="partyKind" :rules="partyRules">
+                  <a-row :gutter="8" align="middle">
+                    <a-col :span="partyPosition ? 16 : 24">
+                      <TreasuryPartySelect
+                        v-model:kind="form.partyKind"
+                        v-model:party-id="form.partyId"
+                        :allow-other="!isSettlement"
+                      :placeholder="isSettlement ? 'مشتری، شرکت یا کاربر' : undefined"
+                      />
+                    </a-col>
+                    <a-col v-if="partyPosition" :span="8">
+                      <a-typography-text :type="partyPosition.type">{{ partyPosition.text }}</a-typography-text>
+                    </a-col>
+                  </a-row>
+                </a-form-item>
+              </a-col>
               <a-col :xs="24" :md="12">
                 <a-form-item
                   label="عنوان"
@@ -598,21 +340,35 @@ onMounted(() => {
                   <a-input v-model:value="form.title" />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="8">
+              <a-col v-if="!isSettlement" :xs="24" :md="8">
                 <a-form-item
                   label="مبلغ کل"
                   name="amount"
                   :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
                 >
-                  <MoneyInput v-model="form.amount" :decimals="0" />
+                  <MoneyInput addon-after="تومان" v-model="form.amount" :decimals="0" />
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="8">
-                <a-form-item :label="settleLabel" name="settleAmount">
-                  <MoneyInput v-model="form.settleAmount" :decimals="0" :disabled="form.partyKind === 'other'" />
+                <a-form-item
+                  :label="settleLabel"
+                  name="settleAmount"
+                  :rules="isSettlement ? [{ required: true, message: 'مبلغ را وارد کنید' }] : []"
+                >
+                  <MoneyInput
+                    addon-after="تومان"
+                    v-model="form.settleAmount"
+                    :decimals="0"
+                    :disabled="!isSettlement && form.partyKind === 'other'"
+                  />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="8">
+              <a-col v-if="!isSettlement" :xs="24" :md="8">
+                <a-form-item label="مانده این سند">
+                  <a-typography-text>{{ toman(remainingAmount) }}</a-typography-text>
+                </a-form-item>
+              </a-col>
+              <a-col v-if="!isSettlement" :xs="24" :md="8">
                 <a-form-item label="دسته‌بندی" name="categoryId">
                   <a-select show-search option-filter-prop="label"
                     v-model:value="form.categoryId"
@@ -627,12 +383,7 @@ onMounted(() => {
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="8">
-                <a-form-item label="طرف حساب" name="partyKind">
-                  <TreasuryPartySelect v-model:kind="form.partyKind" v-model:party-id="form.partyId" />
-                </a-form-item>
-              </a-col>
-              <a-col :xs="24" :md="8">
-                <a-form-item label="حساب" name="accountId">
+                <a-form-item label="حساب" name="accountId" :rules="accountRules">
                   <a-select show-search option-filter-prop="label"
                     v-model:value="form.accountId"
                     allow-clear
@@ -669,13 +420,13 @@ onMounted(() => {
                   <JalaliDateInput v-model="form.bookedAt" />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="16">
+              <a-col v-if="!isSettlement" :xs="24" :md="16">
                 <a-form-item label="توضیحات" name="notes">
                   <a-input v-model:value="form.notes" />
                 </a-form-item>
               </a-col>
             </a-row>
-            <a-button type="primary" html-type="submit" :loading="saving">ثبت</a-button>
+            <a-button type="primary" html-type="submit" :block="isMobile" :loading="saving">ثبت</a-button>
           </a-form>
 
           <a-divider orientation="right">مانده دریافتنی</a-divider>
@@ -698,10 +449,10 @@ onMounted(() => {
           </a-form>
 
           <a-empty v-if="!rows.length" description="سندی نیست." />
-          <a-list v-else item-layout="horizontal" :data-source="rows">
+          <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="rows">
             <template #renderItem="{ item }">
               <a-list-item>
-                <template #actions>
+                <template v-if="!isMobile" #actions>
                   <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
                   <a-button
                     v-if="item.status !== 'void'"
@@ -712,7 +463,29 @@ onMounted(() => {
                     ابطال
                   </a-button>
                 </template>
-                <a-list-item-meta>
+                <a-flex v-if="isMobile" vertical :gap="4" style="width: 100%">
+                  <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+                    <a-typography-text strong>{{ item.title }}</a-typography-text>
+                    <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
+                  </a-flex>
+                  <a-typography-text type="secondary">
+                    {{ item.partyName || 'بدون طرف حساب' }} · {{ statusLabel[item.status] ?? item.status }}
+                  </a-typography-text>
+                  <a-typography-text v-if="item.reference" type="secondary">پیگیری {{ item.reference }}</a-typography-text>
+                  <a-typography-text v-if="item.categoryName" type="secondary">{{ item.categoryName }}</a-typography-text>
+                  <a-flex justify="space-between" align="center">
+                    <a-typography-text>مانده {{ toman(item.remaining) }}</a-typography-text>
+                    <a-button
+                      v-if="item.status !== 'void'"
+                      type="link"
+                      danger
+                      @click="voidDoc(item.id)"
+                    >
+                      ابطال
+                    </a-button>
+                  </a-flex>
+                </a-flex>
+                <a-list-item-meta v-else>
                   <template #title>{{ item.title }}</template>
                   <template #description>{{ docLine(item) }}</template>
                 </a-list-item-meta>
@@ -720,8 +493,5 @@ onMounted(() => {
             </template>
           </a-list>
         </a-card>
-      </a-flex>
-    </template>
-
-  </div>
+  </a-flex>
 </template>

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

@@ -1,12 +1,14 @@
 <script setup lang="ts">
 import { computed, watch } from 'vue';
 import { RouterView, useRoute } from 'vue-router';
-import { Flex as AFlex, Typography, theme } from 'ant-design-vue';
+import { Flex as AFlex, Grid, Typography, theme } from 'ant-design-vue';
 import TreasuryNav from '@/components/treasury/TreasuryNav.vue';
 import { provideTreasuryPageChrome } from './treasuryPageChrome';
 
 const { Title: ATypographyTitle, Text: ATypographyText } = Typography;
 const { token } = theme.useToken();
+const screens = Grid.useBreakpoint();
+const isMobile = computed(() => !screens.value.md);
 const route = useRoute();
 const chrome = provideTreasuryPageChrome();
 
@@ -31,16 +33,19 @@ const description = computed(
     (typeof route.meta.treasuryDescription === 'string' ? route.meta.treasuryDescription : ''),
 );
 
-/** Keep title+subtitle block height stable across tabs (one-line subtitle). */
-const headerStyle = computed(() => ({
-  minHeight: `${token.value.controlHeightLG + token.value.fontSizeLG + token.value.marginXXS}px`,
-}));
+const headerStyle = computed(() =>
+  isMobile.value
+    ? undefined
+    : {
+        minHeight: `${token.value.controlHeightLG + token.value.fontSizeLG + token.value.marginXXS}px`,
+      },
+);
 </script>
 
 <template>
-  <a-flex vertical :gap="token.margin" :style="{ width: '100%' }">
+  <a-flex vertical :gap="isMobile ? token.marginSM : token.margin" :style="{ width: '100%' }">
     <div :style="headerStyle">
-      <a-typography-title :level="3" :style="{ margin: 0 }">{{ title }}</a-typography-title>
+      <a-typography-title :level="isMobile ? 4 : 3" :style="{ margin: 0 }">{{ title }}</a-typography-title>
       <a-typography-text
         type="secondary"
         :ellipsis="description ? { tooltip: description } : false"

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

@@ -7,12 +7,15 @@ import {
   Card as ACard,
   Checkbox as ACheckbox,
   Col as ACol,
+  Descriptions as ADescriptions,
+  DescriptionsItem as ADescriptionsItem,
   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,
   Space as ASpace,
@@ -27,6 +30,7 @@ import type { FinancialAccountDto, FinancialReceivableDto } from '@mento/shared'
 import MoneyInput from '@/components/MoneyInput.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { formatJalaliNumeric } from '@/lib/jalali';
 import { parseMoneyNumber } from '@/lib/money';
 
@@ -87,6 +91,9 @@ const installmentColumns: TableColumnsType<InstallmentRow> = [
   { title: '', key: 'actions' },
 ];
 
+const isMobile = useTreasuryMobile();
+const AListItem = AList.Item;
+
 function apiMessage(e: unknown) {
   if (!axios.isAxiosError(e)) return 'عملیات ناموفق بود.';
   const msg = (e.response?.data as { message?: string | string[] })?.message;
@@ -234,12 +241,12 @@ onMounted(() => {
                 name="totalAmount"
                 :rules="[{ required: true, message: 'مبلغ کل الزامی است' }]"
               >
-                <MoneyInput v-model="form.totalAmount" :decimals="0" />
+                <MoneyInput addon-after="تومان" v-model="form.totalAmount" :decimals="0" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
               <a-form-item label="پیش‌پرداخت" name="prepaidAmount">
-                <MoneyInput v-model="form.prepaidAmount" :decimals="0" />
+                <MoneyInput addon-after="تومان" v-model="form.prepaidAmount" :decimals="0" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
@@ -285,7 +292,7 @@ onMounted(() => {
             <a-row v-for="(line, index) in customLines" :key="index" :gutter="[16, 0]">
               <a-col :xs="24" :md="12">
                 <a-form-item :label="`مبلغ قسط ${index + 1}`">
-                  <MoneyInput v-model="line.amount" :decimals="0" />
+                  <MoneyInput addon-after="تومان" v-model="line.amount" :decimals="0" />
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="12">
@@ -320,7 +327,7 @@ onMounted(() => {
                   name="amount"
                   :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
                 >
-                  <MoneyInput v-model="collect.amount" :decimals="0" />
+                  <MoneyInput addon-after="تومان" v-model="collect.amount" :decimals="0" />
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="8">
@@ -365,7 +372,33 @@ onMounted(() => {
               </div>
               <a-typography-text strong>{{ toman(row.totalAmount) }}</a-typography-text>
             </a-flex>
+            <a-list v-if="isMobile" :data-source="row.installments">
+              <template #renderItem="{ item }">
+                <a-list-item>
+                  <a-card :title="`قسط ${item.position}`" style="width: 100%">
+                    <a-descriptions :column="1" bordered>
+                      <a-descriptions-item label="سررسید">
+                        {{ formatJalaliNumeric(new Date(item.dueDate)) }}
+                      </a-descriptions-item>
+                      <a-descriptions-item label="مبلغ">{{ toman(item.amount) }}</a-descriptions-item>
+                      <a-descriptions-item label="مانده">{{ toman(item.remaining) }}</a-descriptions-item>
+                      <a-descriptions-item label="وضعیت">
+                        {{ statusLabel[item.status] ?? item.status }}
+                      </a-descriptions-item>
+                    </a-descriptions>
+                    <a-button
+                      v-if="item.status !== 'settled'"
+                      type="link"
+                      @click="startCollect(row, item)"
+                    >
+                      دریافت
+                    </a-button>
+                  </a-card>
+                </a-list-item>
+              </template>
+            </a-list>
             <a-table
+              v-else
               :columns="installmentColumns"
               :data-source="row.installments"
               :pagination="false"

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

@@ -22,10 +22,12 @@ import { api } from '@/lib/api';
 import MoneyInput from '@/components/MoneyInput.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { formatJalaliNumeric } from '@/lib/jalali';
 import { parseMoneyNumber } from '@/lib/money';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
@@ -123,7 +125,7 @@ onMounted(() => {
                 name="amount"
                 :rules="[{ required: true, message: 'مبلغ الزامی است' }]"
               >
-                <MoneyInput v-model="form.amount" :decimals="0" />
+                <MoneyInput addon-after="تومان" v-model="form.amount" :decimals="0" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
@@ -146,7 +148,7 @@ onMounted(() => {
 
         <a-divider orientation="right">فهرست الگوها</a-divider>
         <a-empty v-if="!rows.length" description="الگویی ثبت نشده است." />
-        <a-list v-else item-layout="horizontal" :data-source="rows">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="rows">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>

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

@@ -9,6 +9,8 @@ import {
   Empty as AEmpty,
   Flex as AFlex,
   List as AList,
+  Descriptions as ADescriptions,
+  DescriptionsItem as ADescriptionsItem,
   Table as ATable,
   Tabs as ATabs,
   Typography,
@@ -20,14 +22,18 @@ import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { api } from '@/lib/api';
 import TreasuryPartyBalanceTable from '@/components/treasury/TreasuryPartyBalanceTable.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ATabPane = ATabs.TabPane;
 
 type Period = {
   bookedIncome: string;
+  invoiceSales: string;
+  invoiceCredits: string;
   bookedExpense: string;
   operatingProfit: string;
   cashIn: string;
@@ -61,6 +67,8 @@ 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 +87,8 @@ 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'),
   }));
 });
 
@@ -182,8 +190,20 @@ onMounted(() => {
         <a-tabs v-model:activeKey="reportTab">
           <a-tab-pane key="periods" tab="مقایسه دوره‌ها">
             <a-flex vertical :gap="16">
+        <a-list v-if="isMobile && metricRows.length" :data-source="metricRows">
+          <template #renderItem="{ item }">
+            <a-list-item>
+              <a-card :title="item.label" style="width: 100%">
+                <a-descriptions :column="1" bordered>
+                  <a-descriptions-item label="این دوره">{{ item.current }}</a-descriptions-item>
+                  <a-descriptions-item label="دوره قبل">{{ item.previous }}</a-descriptions-item>
+                </a-descriptions>
+              </a-card>
+            </a-list-item>
+          </template>
+        </a-list>
         <a-table
-          v-if="metricRows.length"
+          v-else-if="metricRows.length"
           :columns="metricColumns"
           :data-source="metricRows"
           :pagination="false"
@@ -193,7 +213,7 @@ onMounted(() => {
 
         <a-divider orientation="right">مطالبات به تفکیک طرف حساب</a-divider>
         <a-empty v-if="!receivablesByParty.length" description="مورد بازی نیست." />
-        <a-list v-else item-layout="horizontal" :data-source="receivablesByParty">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="receivablesByParty">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>
@@ -208,7 +228,7 @@ onMounted(() => {
 
         <a-divider orientation="right">تعهدات به تفکیک ماه</a-divider>
         <a-empty v-if="!payablesByMonth.length" description="تعهد بازی نیست." />
-        <a-list v-else item-layout="horizontal" :data-source="payablesByMonth">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="payablesByMonth">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>
@@ -224,7 +244,7 @@ onMounted(() => {
         <template v-if="current">
           <a-divider orientation="right">سهم هزینه‌ها</a-divider>
           <a-empty v-if="!current.expenseCategories.length" description="دسته‌ای نیست." />
-          <a-list v-else item-layout="horizontal" :data-source="current.expenseCategories">
+          <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="current.expenseCategories">
             <template #renderItem="{ item }">
               <a-list-item>
                 <template #actions>
@@ -244,6 +264,9 @@ 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 +282,9 @@ 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)) }}

apps/web/src/views/treasury/treasury-format.ts

@@ -3,3 +3,11 @@ export function toman(value: string | number | null | undefined) {
   if (!Number.isFinite(n)) return '۰';
   return `${new Intl.NumberFormat('fa-IR').format(Math.round(n))} تومان`;
 }
+
+/** ماندهٔ دریافتنی منهای ماندهٔ پرداختنی: بد قرمز، بس سبز، صفر خاکستری. */
+export function partyNetPosition(receivable: number, payable: number) {
+  const net = receivable - payable;
+  if (net > 0) return { text: `بد ${toman(net)}`, type: 'danger' as const };
+  if (net < 0) return { text: `بس ${toman(-net)}`, type: 'success' as const };
+  return { text: `مانده ${toman(0)}`, type: 'secondary' as const };
+}

apps/web/src/views/treasury/useTreasuryMobile.ts

@@ -0,0 +1,7 @@
+import { computed } from 'vue';
+import { Grid } from 'ant-design-vue';
+
+export function useTreasuryMobile() {
+  const screens = Grid.useBreakpoint();
+  return computed(() => !screens.value.md);
+}

packages/shared/src/index.ts

@@ -354,6 +354,90 @@ export interface SetStorageQuotaRequest {
 /** سقف‌های آمادهٔ تعداد کاربر. بالاتر از ۲۰ توافقی و با عدد جدا ذخیره می‌شود. */
 export const BILLING_USER_CAPS = [3, 10, 20] as const;
 
+/** سطح امکانات اشتراک. دمو ۷ روزه از هسته شروع می‌شود. */
+export type ProductPlanCode = "core" | "team" | "organization" | "dedicated";
+
+export const PRODUCT_PLAN_CODES: ProductPlanCode[] = [
+  "core",
+  "team",
+  "organization",
+  "dedicated",
+];
+
+export const PRODUCT_PLAN_LABELS: Record<ProductPlanCode, string> = {
+  core: "هسته",
+  team: "تیم",
+  organization: "سازمان",
+  dedicated: "اختصاصی",
+};
+
+/** null یعنی سقف را عوض نکن؛ اختصاصی توافقی است. */
+export const PRODUCT_PLAN_LIMITS: Record<
+  ProductPlanCode,
+  { maxUsers: number | null; maxOrganizations: number | null }
+> = {
+  core: { maxUsers: 3, maxOrganizations: 1 },
+  team: { maxUsers: 10, maxOrganizations: 3 },
+  organization: { maxUsers: 20, maxOrganizations: 5 },
+  dedicated: { maxUsers: null, maxOrganizations: null },
+};
+
+const PRODUCT_PLAN_CORE: OrgModuleKey[] = [
+  "customers",
+  "attachments",
+  "activities",
+  "notes",
+  "products",
+  "invoices",
+  "quotes",
+  "lead_forms",
+  "team_settings",
+];
+
+const PRODUCT_PLAN_TEAM: OrgModuleKey[] = [
+  "routines",
+  "conversations",
+  "pipeline",
+  "saved_views",
+  "leads",
+  "commissions",
+  "sales_forecast",
+  "reports",
+  "project_boards",
+  "sms_campaigns",
+  "message_automations",
+  "tickets",
+  "faq",
+  "cheques",
+  "treasury",
+  "workflow_automations",
+  "teams",
+  "gamification",
+  "custom_fields",
+];
+
+const PRODUCT_PLAN_ORGANIZATION: OrgModuleKey[] = [
+  "inventory",
+  "currencies",
+  "tahesab",
+  "workflow_automations_advanced",
+  "audit_logs",
+  "prior_data_archive",
+  "public_api",
+  "woocommerce",
+  "montify",
+  "voip",
+  "reservations",
+  "loyalty",
+  "behavior",
+];
+
+export function modulesForProductPlan(code: ProductPlanCode): OrgModuleKey[] {
+  if (code === "core") return [...PRODUCT_PLAN_CORE];
+  if (code === "team") return [...PRODUCT_PLAN_CORE, ...PRODUCT_PLAN_TEAM];
+  return [...PRODUCT_PLAN_CORE, ...PRODUCT_PLAN_TEAM, ...PRODUCT_PLAN_ORGANIZATION];
+}
+
 export interface OwnerSeatUsageDto {
   usedUsers: number;
   maxUsers: number | null;
@@ -636,6 +720,22 @@ export function parseUserTreasuryAccess(raw: unknown): UserTreasuryAccess | null
   };
 }
 
+/**
+ * دسترسی مالی کاربر، اگر تنظیم شده باشد، کلیدهای مالی نقش را جایگزین می‌کند.
+ * null یعنی همان مجوزهای نقش.
+ */
+export function permissionsWithTreasuryOverride(
+  rolePermissions: readonly string[],
+  override: UserTreasuryAccess | null,
+): string[] {
+  if (!override) return [...rolePermissions];
+  const rest = rolePermissions.filter(
+    (key) => key !== "treasury" && !key.startsWith("treasury_"),
+  );
+  if (!override.enabled) return rest;
+  return ["treasury", ...override.sections, ...rest];
+}
+
 export function emptySectionDataAccess(): SectionDataAccess {
   return { mode: "all", rules: [] };
 }
@@ -2022,6 +2122,8 @@ export interface ActivityImageDto {
   createdAt: string;
 }
 
+export type ActivityCompletionMode = "any" | "all";
+
 export interface ActivityDto {
   id: string;
   type: ActivityType;
@@ -2039,6 +2141,10 @@ export interface ActivityDto {
   /** زمان ارسال یادآور (اگر ارسال شده باشد) */
   reminderSentAt: string | null;
   completedAt: string | null;
+  /** any = با انجام یکی کافی است؛ all = هر مسئول باید سهم خودش را بزند */
+  completionMode?: ActivityCompletionMode;
+  /** شناسهٔ مسئولانی که سهم خود را در حالت all ثبت کرده‌اند */
+  completedByIds?: string[];
   /** manual یا didar؛ برای جدا کردن سابقهٔ قبلی */
   importSource?: string;
   promotedFromPriorAt?: string | null;
@@ -2096,6 +2202,8 @@ export interface CreateActivityRequest {
   assigneeId?: string | null;
   /** چند مسئول؛ اولی به‌عنوان assigneeId ذخیره می‌شود */
   assigneeIds?: string[];
+  /** پیش‌فرض any. فقط وقتی چند مسئول دارد معنی دارد */
+  completionMode?: ActivityCompletionMode;
 }
 
 export interface UpdateActivityRequest {
@@ -2120,6 +2228,7 @@ export interface UpdateActivityRequest {
   leadId?: string | null;
   assigneeId?: string | null;
   assigneeIds?: string[];
+  completionMode?: ActivityCompletionMode;
 }
 
 export interface ActivitySummaryDto {
@@ -5511,13 +5620,21 @@ 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 +5644,13 @@ 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 +5658,9 @@ export interface UpdateVoipConnectionRequest {
   label?: string;
   webhookSecret?: string | null;
   clickToCallUrl?: string | null;
+  apiToken?: string | null;
+  fromNumber?: string | null;
+  callerExtension?: string | null;
   enabled?: boolean;
 }
 
@@ -5553,6 +5678,8 @@ 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 +5706,8 @@ export interface VoipWebhookEvent {
   status: VoipCallStatus | string;
   from?: string;
   to?: string;
+  /** خط/داخلی سازمان */
+  lineExtension?: string;
   startedAt?: string;
   endedAt?: string;
   durationSec?: number;
@@ -6585,6 +6714,8 @@ export interface TreasuryPartyBalanceDto {
   amount: string;
   settledAmount: string;
   remaining: string;
+  /** بخشی از مانده که با دریافت/پرداخت روی سندهای باز کم می‌شود */
+  documentRemaining: string;
 }
 
 export interface TreasuryDashboardDto {