CRM_Montzar/apps/api/src/behavior/copilot.service.ts

import {
  BadRequestException,
  Injectable,
  NotFoundException,
} from '@nestjs/common';
import {
  analyzeCopilot,
  isDiscType,
  type CopilotAnalysis,
  type CopilotFacts,
  type SalesCopilotSessionDto,
} from '@mento/shared';
import { Prisma } from '@prisma/client';
import { PrismaService } from '../prisma/prisma.service';
import type { Actor } from '../common/record-scope';
import { dealAccessWhere, ownerWhere, scopedOwnerIds, seesAllRecords } from '../common/record-scope';
import { ActivitiesService } from '../activities/activities.service';
import { AiService } from '../ai/ai.service';
import { BehaviorAccessService } from './behavior-access.service';
import type { AnalyzeCopilotDto, CopilotFollowUpDto, SaveCopilotDto } from './dto';

@Injectable()
export class CopilotService {
  constructor(
    private readonly prisma: PrismaService,
    private readonly access: BehaviorAccessService,
    private readonly activities: ActivitiesService,
    private readonly ai: AiService,
  ) {}

  async analyze(actor: Actor, dto: AnalyzeCopilotDto): Promise<CopilotAnalysis> {
    await this.access.assert(actor);
    const facts = await this.facts(actor, dto);
    const analysis = analyzeCopilot({
      topic: dto.topic,
      goal: dto.goal,
      customerStatement: dto.customerStatement,
      behaviorNotes: dto.behaviorNotes,
      facts,
    });
    return this.polish(analysis, facts, dto.customerStatement);
  }

  async list(
    actor: Actor,
    filter: { personId?: string; leadId?: string; dealId?: string },
  ): Promise<SalesCopilotSessionDto[]> {
    await this.access.assert(actor);
    if (!filter.personId && !filter.leadId && !filter.dealId) {
      throw new BadRequestException('پرونده، سرنخ یا معامله را مشخص کنید');
    }
    const rows = await this.prisma.salesCopilotSession.findMany({
      where: {
        organizationId: actor.organizationId,
        ...(filter.personId ? { personId: filter.personId } : {}),
        ...(filter.leadId ? { leadId: filter.leadId } : {}),
        ...(filter.dealId ? { dealId: filter.dealId } : {}),
      },
      include: { user: { select: { fullName: true } } },
      orderBy: { createdAt: 'desc' },
      take: 30,
    });
    return rows.map((row) => this.toDto(row));
  }

  async save(actor: Actor, dto: SaveCopilotDto): Promise<SalesCopilotSessionDto> {
    await this.access.assert(actor);
    const facts = await this.facts(actor, dto);
    const analysis = await this.polish(
      analyzeCopilot({
        topic: dto.topic,
        goal: dto.goal,
        customerStatement: dto.customerStatement,
        behaviorNotes: dto.behaviorNotes,
        facts,
      }),
      facts,
      dto.customerStatement,
    );
    const row = await this.prisma.salesCopilotSession.create({
      data: {
        organizationId: actor.organizationId,
        personId: facts.personId,
        leadId: facts.leadId,
        dealId: facts.dealId,
        userId: actor.userId,
        topic: dto.topic,
        goal: dto.goal,
        customerStatement: dto.customerStatement.trim(),
        behaviorNotes: dto.behaviorNotes?.trim() || null,
        analysis: analysis as unknown as Prisma.InputJsonValue,
        confirmedResponse: dto.confirmedResponse?.trim() || null,
        nextAction: dto.nextAction?.trim() || analysis.next_best_action,
        followUpAt: dto.followUpAt ? new Date(dto.followUpAt) : null,
        callOutcome: dto.callOutcome?.trim() || null,
        agentNote: dto.agentNote?.trim() || null,
        status: dto.status,
        messageDraft: dto.messageDraft?.trim() || null,
      },
      include: { user: { select: { fullName: true } } },
    });
    return this.toDto(row);
  }

  async createFollowUp(actor: Actor, sessionId: string, dto: CopilotFollowUpDto) {
    await this.access.assert(actor);
    const session = await this.prisma.salesCopilotSession.findFirst({
      where: { id: sessionId, organizationId: actor.organizationId, status: 'confirmed' },
    });
    if (!session) throw new NotFoundException('نتیجهٔ تأییدشده پیدا نشد');
    if (!session.personId && !session.dealId && !session.leadId) {
      throw new BadRequestException('این نتیجه به پرونده‌ای وصل نیست');
    }
    const due = dto.dueAt || (session.followUpAt ? session.followUpAt.toISOString() : null);
    const activity = await this.activities.create(
      actor.organizationId,
      actor.userId,
      {
        title: session.nextAction?.trim() || 'پیگیری مذاکره',
        type: 'task',
        description: session.confirmedResponse || session.customerStatement,
        dueAt: due,
        personId: session.personId,
        dealId: session.dealId,
        assigneeId: dto.assigneeId || actor.userId,
      },
      actor,
    );
    await this.prisma.salesCopilotSession.update({
      where: { id: session.id },
      data: { activityId: activity.id },
    });
    return { activityId: activity.id };
  }

  private async facts(
    actor: Actor,
    dto: { personId?: string; leadId?: string; dealId?: string },
  ): Promise<CopilotFacts & { personId: string | null; leadId: string | null; dealId: string | null }> {
    if (!dto.personId && !dto.leadId && !dto.dealId) {
      throw new BadRequestException('پرونده، سرنخ یا معامله را مشخص کنید');
    }
    const deal = dto.dealId
      ? await this.prisma.deal.findFirst({
          where: { id: dto.dealId, organizationId: actor.organizationId, ...dealAccessWhere(actor) },
          select: {
            id: true,
            title: true,
            amount: true,
            currency: true,
            personId: true,
            stage: { select: { name: true } },
          },
        })
      : null;
    if (dto.dealId && !deal) throw new NotFoundException('معامله پیدا نشد');

    const lead = dto.leadId
      ? await this.prisma.lead.findFirst({
          where: { id: dto.leadId, organizationId: actor.organizationId },
          select: {
            id: true,
            title: true,
            trade: true,
            estimatedValue: true,
            convertedPersonId: true,
            assigneeId: true,
            stage: { select: { name: true } },
          },
        })
      : null;
    if (dto.leadId && !lead) throw new NotFoundException('سرنخ پیدا نشد');
    if (lead && !seesAllRecords(actor, 'leads')) {
      const ids = scopedOwnerIds(actor, 'leads') ?? [actor.userId];
      if (lead.assigneeId && !ids.includes(lead.assigneeId)) {
        throw new NotFoundException('سرنخ پیدا نشد');
      }
    }

    const personId = dto.personId || deal?.personId || lead?.convertedPersonId || null;
    const person = personId
      ? await this.prisma.person.findFirst({
          where: { id: personId, organizationId: actor.organizationId, ...ownerWhere(actor) },
          select: {
            id: true,
            firstName: true,
            lastName: true,
            discLabel: true,
            discReliable: true,
            discAssessedAt: true,
            company: { select: { name: true } },
          },
        })
      : null;
    if (personId && !person) throw new NotFoundException('شخص پیدا نشد');

    const recent = person
      ? await this.prisma.activity.findMany({
          where: { organizationId: actor.organizationId, personId: person.id },
          orderBy: { createdAt: 'desc' },
          take: 3,
          select: { title: true },
        })
      : [];

    const price = deal?.amount
      ? `${deal.amount.toString()} ${deal.currency}`
      : lead?.estimatedValue
        ? `${lead.estimatedValue.toString()}`
        : null;
    const primaryTypes = (person?.discLabel ?? '')
      .split('/')
      .map((part) => part.trim())
      .filter(isDiscType);

    return {
      personId: person?.id ?? null,
      leadId: lead?.id ?? null,
      dealId: deal?.id ?? null,
      customerName: person ? `${person.firstName} ${person.lastName}`.trim() : lead?.title ?? null,
      businessType: person?.company?.name || lead?.trade || null,
      productName: deal?.title || lead?.title || null,
      stageName: deal?.stage.name || lead?.stage.name || null,
      priceOffered: price,
      lastAction: recent.map((row) => row.title).join('؛ ') || null,
      disc:
        person && person.discLabel
          ? {
              label: person.discLabel,
              primaryTypes,
              reliable: person.discReliable,
              assessedAt: person.discAssessedAt?.toISOString() ?? null,
            }
          : null,
    };
  }

  private async polish(
    analysis: CopilotAnalysis,
    facts: CopilotFacts,
    statement: string,
  ): Promise<CopilotAnalysis> {
    if (!this.ai.isEnabled() || analysis.needs_more_input || !analysis.suggested_response) {
      return analysis;
    }
    const factText = [
      statement,
      facts.customerName,
      facts.businessType,
      facts.productName,
      facts.stageName,
      facts.priceOffered,
      facts.lastAction,
      analysis.objection_label,
    ]
      .filter(Boolean)
      .join('\n');
    try {
      const raw = await this.ai.completeJson<{
        recommended_question?: string;
        suggested_response?: string;
      }>(
        `تو مربی فروش فارسی‌زبان هستی. فقط JSON برگردان:
{"recommended_question": string, "suggested_response": string}
قواعد:
- چیزی را که در اطلاعات داده نشده نساز؛ به‌خصوص قیمت، تخفیف، قابلیت محصول و تعهد پشتیبانی.
- اگر عددی در اطلاعات نیست، عدد جدید ننویس.
- DISC را تشخیص قطعی شخصیت ندان.
- پاسخ کوتاه، محترمانه و قابل گفتن پای تلفن باشد.`,
        factText,
      );
      const question = keepGrounded(raw.recommended_question, factText);
      const response = keepGrounded(raw.suggested_response, factText);
      if (!question && !response) return analysis;
      return {
        ...analysis,
        recommended_question: question || analysis.recommended_question,
        suggested_response: response || analysis.suggested_response,
        source: 'rules+ai',
        confidence_note: `${analysis.confidence_note} متن با مدل زبانی بازنویسی شد و هنوز باید توسط کارشناس تأیید شود.`,
      };
    } catch {
      return analysis;
    }
  }

  private toDto(row: {
    id: string;
    personId: string | null;
    leadId: string | null;
    dealId: string | null;
    userId: string;
    user: { fullName: string };
    topic: string;
    goal: string;
    customerStatement: string;
    behaviorNotes: string | null;
    analysis: unknown;
    confirmedResponse: string | null;
    nextAction: string | null;
    followUpAt: Date | null;
    callOutcome: string | null;
    agentNote: string | null;
    status: string;
    messageDraft: string | null;
    activityId: string | null;
    createdAt: Date;
    updatedAt: Date;
  }): SalesCopilotSessionDto {
    return {
      id: row.id,
      personId: row.personId,
      leadId: row.leadId,
      dealId: row.dealId,
      userId: row.userId,
      userName: row.user.fullName,
      topic: row.topic as SalesCopilotSessionDto['topic'],
      goal: row.goal as SalesCopilotSessionDto['goal'],
      customerStatement: row.customerStatement,
      behaviorNotes: row.behaviorNotes,
      analysis: row.analysis as CopilotAnalysis,
      confirmedResponse: row.confirmedResponse,
      nextAction: row.nextAction,
      followUpAt: row.followUpAt?.toISOString() ?? null,
      callOutcome: row.callOutcome,
      agentNote: row.agentNote,
      status: row.status === 'dismissed' ? 'dismissed' : 'confirmed',
      messageDraft: row.messageDraft,
      activityId: row.activityId,
      createdAt: row.createdAt.toISOString(),
      updatedAt: row.updatedAt.toISOString(),
    };
  }
}

function keepGrounded(text: string | undefined, facts: string): string {
  const trimmed = text?.trim() ?? '';
  if (!trimmed || trimmed.length > 900) return '';
  const numbers = trimmed.match(/\d[\d۰-۹,،.]*/g) ?? [];
  for (const token of numbers) {
    const digits = token.replace(/\D/g, '');
    if (digits.length >= 2 && !facts.includes(digits)) return '';
  }
  return trimmed;
}