348 lines
12 KiB
TypeScript
348 lines
12 KiB
TypeScript
import { Injectable } from '@nestjs/common';
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import type { DealStatus, ImportContactsResult } from '@mento/shared';
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import { Prisma } from '@prisma/client';
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import { PrismaService } from '../prisma/prisma.service';
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import type { Actor } from '../common/record-scope';
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import { dealAccessWhere, resolveOwnerId } from '../common/record-scope';
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import { toJsonCustomFields } from '../common/custom-fields';
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import { normalizePhone } from '../contacts/normalize';
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import {
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excelFieldsFromColumns,
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formatJalaliDate,
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parseAmount,
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parseExcelMapping,
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parseJalaliDateTime,
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previewExcel,
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readMappedRows,
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writeXlsx,
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type ExcelPreviewResult,
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} from '../common/excel';
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import {
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chunkImportMeta,
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resolveExcelImportChunk,
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} from '../common/excel-import-session';
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import { PipelinesService } from './pipelines.service';
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const DEAL_COLUMNS = [
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{ header: '_type', key: '_type', width: 12 },
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{ header: 'کد دیدار معامله', key: 'didarId', width: 16 },
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{ header: 'عنوان معامله', key: 'title', width: 28 },
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{ header: 'مبلغ معامله', key: 'amount', width: 16 },
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{ header: 'ارز معامله', key: 'currency', width: 12 },
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{ header: 'وضعیت معامله', key: 'status', width: 14 },
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{ header: 'مسئول معامله', key: 'ownerName', width: 18 },
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{ header: 'مجوز مشاهده معامله', key: 'visibility', width: 18 },
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{ header: 'تاریخ ثبت معامله', key: 'createdAt', width: 16 },
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{ header: 'نام خانوادگی شخص معامله', key: 'personName', width: 22 },
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{ header: 'کد دیدار شخص', key: 'personCode', width: 14 },
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{ header: 'موبایل شخص معامله', key: 'personMobile', width: 16 },
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{ header: 'نام شرکت معامله', key: 'companyName', width: 22 },
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{ header: 'کاریز معامله', key: 'pipelineName', width: 20 },
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{ header: 'مرحله کاریز معامله', key: 'stageName', width: 18 },
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{ header: 'تاریخ انجام معامله', key: 'expectedCloseAt', width: 16 },
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{ header: 'منبع معامله', key: 'source', width: 16 },
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{ header: 'توضیحات معامله', key: 'notes', width: 32 },
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{ header: 'برچسب', key: 'tags', width: 16 },
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];
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const DEAL_ALIASES: Record<string, string> = {
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_type: '_type',
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type: '_type',
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کددیدارمعامله: 'didarId',
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عنوانمعامله: 'title',
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عنوان: 'title',
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مبلغمعامله: 'amount',
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مبلغ: 'amount',
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ارزمعامله: 'currency',
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ارز: 'currency',
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وضعیتمعامله: 'status',
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مسئولمعامله: 'ownerName',
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مجوزمشاهدهمعامله: 'visibility',
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تاریخثبتمعامله: 'createdAt',
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نامخانوادگیشخصمعامله: 'personName',
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کددیدارشخص: 'personCode',
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موبایلشخصمعامله: 'personMobile',
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نامشرکتمعامله: 'companyName',
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شرکت: 'companyName',
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کاریزمعامله: 'pipelineName',
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کاریز: 'pipelineName',
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مرحلهکاریزمعامله: 'stageName',
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مرحله: 'stageName',
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تاریخانجاممعامله: 'expectedCloseAt',
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منبعمعامله: 'source',
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منبع: 'source',
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توضیحاتمعامله: 'notes',
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توضیحات: 'notes',
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برچسب: 'tags',
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};
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function statusLabel(status: DealStatus) {
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if (status === 'won') return 'برنده';
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if (status === 'lost') return 'از دست‌رفته';
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return 'باز';
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}
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function parseStatus(raw?: string): DealStatus {
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const v = (raw ?? '').trim();
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if (/برنده|won|موفق/i.test(v)) return 'won';
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if (/از\s*دست|باخت|lost|ناموفق/i.test(v)) return 'lost';
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return 'open';
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}
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function parseTags(raw?: string) {
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return (raw ?? '')
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.split(/[،,|#]+/)
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.map((t) => t.trim())
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.filter(Boolean)
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.slice(0, 20);
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}
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@Injectable()
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export class DealsExcelService {
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constructor(
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private readonly prisma: PrismaService,
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private readonly pipelines: PipelinesService,
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) {}
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async export(actor: Actor): Promise<Buffer> {
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const rows = await this.prisma.deal.findMany({
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where: { organizationId: actor.organizationId, ...dealAccessWhere(actor) },
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include: {
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person: {
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select: { id: true, firstName: true, lastName: true, mobile: true },
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},
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company: { select: { name: true } },
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owner: { select: { fullName: true } },
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pipeline: { select: { name: true } },
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stage: { select: { name: true } },
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},
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orderBy: [{ updatedAt: 'desc' }],
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take: 10000,
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});
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return writeXlsx(
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'Deal',
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DEAL_COLUMNS,
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rows.map((row) => {
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const extra = (row.customFields ?? {}) as Record<string, string>;
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return {
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_type: 'Deal',
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didarId: extra.didarId ?? row.id,
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title: row.title,
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amount: row.amount == null ? '' : Number(row.amount),
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currency: row.currency,
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status: statusLabel(row.status),
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ownerName: row.owner?.fullName ?? '',
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visibility: 'همه افراد شرکت',
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createdAt: formatJalaliDate(row.createdAt),
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personName: row.person
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? `${row.person.firstName} ${row.person.lastName}`.trim()
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: '',
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personCode: row.person?.id ?? '',
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personMobile: row.person?.mobile ?? '',
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companyName: row.company?.name ?? '',
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pipelineName: row.pipeline.name,
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stageName: row.stage.name,
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expectedCloseAt: formatJalaliDate(row.expectedCloseAt),
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source: row.source ?? '',
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notes: row.notes ?? '',
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tags: (row.tags ?? []).join('، '),
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};
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}),
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);
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}
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preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
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return previewExcel(file, DEAL_ALIASES, excelFieldsFromColumns(DEAL_COLUMNS, ['title']));
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}
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async import(
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actor: Actor,
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file: Express.Multer.File | undefined,
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mappingRaw?: string,
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chunk?: { sessionId?: string; offset?: string | number; limit?: string | number },
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): Promise<ImportContactsResult> {
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const ctx = await resolveExcelImportChunk({
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organizationId: actor.organizationId,
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file,
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sessionId: chunk?.sessionId,
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offset: chunk?.offset,
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limit: chunk?.limit,
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loadRows: () =>
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readMappedRows(file!, DEAL_ALIASES, parseExcelMapping(mappingRaw)),
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});
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const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
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const affected = new Map<string, string>();
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for (let i = 0; i < ctx.slice.length; i++) {
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const row = ctx.slice[i]!;
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const rowNum = ctx.offset + i + 2;
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if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'deal') {
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continue;
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}
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const title = (row.title || '').trim();
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if (title.length < 2) {
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result.errors.push({ row: rowNum, message: 'عنوان معامله الزامی است' });
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continue;
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}
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try {
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const status = parseStatus(row.status);
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const { pipelineId, stageId, pipelineName } = await this.resolvePipelineAndStage(
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actor.organizationId,
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row.pipelineName,
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row.stageName,
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status,
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);
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affected.set(pipelineId, pipelineName);
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const duplicate = await this.prisma.deal.findFirst({
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where: { organizationId: actor.organizationId, pipelineId, title },
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select: { id: true },
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});
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if (duplicate) {
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result.skipped += 1;
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continue;
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}
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const personId = await this.findPersonId(actor.organizationId, row);
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const companyId = await this.findCompanyId(actor.organizationId, row.companyName);
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const ownerId =
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(await this.findUserId(actor.organizationId, row.ownerName)) ??
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resolveOwnerId(actor, null);
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const amount = parseAmount(row.amount);
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const expectedCloseAt = parseJalaliDateTime(row.expectedCloseAt);
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const customFields: Record<string, string> = {};
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if (row.didarId?.trim()) customFields.didarId = row.didarId.trim();
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await this.prisma.deal.create({
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data: {
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organizationId: actor.organizationId,
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pipelineId,
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stageId,
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title,
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amount: amount == null ? null : new Prisma.Decimal(amount),
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currency: (row.currency || 'IRR').trim() || 'IRR',
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status,
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source: row.source?.trim() || null,
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notes: row.notes?.trim() || null,
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tags: parseTags(row.tags),
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customFields: toJsonCustomFields(customFields),
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expectedCloseAt,
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personId,
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companyId,
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ownerId,
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},
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});
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result.created += 1;
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} catch (e) {
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result.errors.push({
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row: rowNum,
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message: e instanceof Error ? e.message : 'خطای ناشناخته',
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});
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}
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}
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const entries = [...affected.entries()];
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if (entries[0]) {
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result.boardId = entries[0][0];
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result.boards = entries.map(([, n]) => n);
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}
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return { ...result, ...chunkImportMeta(ctx) };
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}
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private async resolvePipelineAndStage(
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organizationId: string,
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pipelineName?: string,
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stageName?: string,
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status: DealStatus = 'open',
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) {
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const name = pipelineName?.trim() || 'کاریز فروش';
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const wanted = stageName?.trim();
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let pipeline = await this.prisma.pipeline.findFirst({
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where: { organizationId, name: { equals: name, mode: 'insensitive' } },
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include: { stages: { orderBy: { position: 'asc' } } },
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});
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if (!pipeline) {
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const created = await this.pipelines.create(organizationId, name);
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pipeline = await this.prisma.pipeline.findFirstOrThrow({
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where: { id: created.id },
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include: { stages: { orderBy: { position: 'asc' } } },
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});
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}
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if (wanted) {
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const existing = pipeline.stages.find(
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(s) => s.name.trim().toLowerCase() === wanted.toLowerCase(),
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);
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if (existing) {
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return { pipelineId: pipeline.id, stageId: existing.id, pipelineName: pipeline.name };
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}
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const added = await this.pipelines.createStage(organizationId, pipeline.id, wanted);
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const stage = added.stages.find((s) => s.name === wanted) ?? added.stages.at(-1);
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if (!stage) throw new Error('کاریز مرحله‌ای ندارد');
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return { pipelineId: pipeline.id, stageId: stage.id, pipelineName: pipeline.name };
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}
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const byStatus =
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status === 'won'
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? pipeline.stages.find((s) => s.isWon)
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: status === 'lost'
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? pipeline.stages.find((s) => s.isLost)
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: pipeline.stages.find((s) => !s.isWon && !s.isLost);
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const stage = byStatus ?? pipeline.stages[0];
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if (!stage) throw new Error('کاریز مرحله‌ای ندارد');
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return { pipelineId: pipeline.id, stageId: stage.id, pipelineName: pipeline.name };
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}
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private async findPersonId(organizationId: string, row: Record<string, string>) {
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const mobile = normalizePhone(row.personMobile);
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if (mobile) {
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const needle = mobile.replace(/^\+98|^98|^0/, '');
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const byMobile = await this.prisma.person.findFirst({
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where: { organizationId, mobile: { contains: needle } },
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select: { id: true },
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});
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if (byMobile) return byMobile.id;
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}
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const name = (row.personName ?? '').trim();
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if (name) {
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const byName = await this.prisma.person.findFirst({
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where: {
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organizationId,
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OR: [
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{ lastName: { contains: name, mode: 'insensitive' } },
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{ firstName: { contains: name.split(/\s+/)[0]!, mode: 'insensitive' } },
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],
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},
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select: { id: true },
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});
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if (byName) return byName.id;
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}
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return null;
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}
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private async findCompanyId(organizationId: string, name?: string) {
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const n = name?.trim();
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if (!n) return null;
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const row = await this.prisma.company.findFirst({
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where: { organizationId, name: { equals: n, mode: 'insensitive' } },
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select: { id: true },
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});
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return row?.id ?? null;
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}
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private async findUserId(organizationId: string, name?: string) {
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const n = name?.trim();
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if (!n) return null;
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const row = await this.prisma.user.findFirst({
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where: {
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fullName: { contains: n, mode: 'insensitive' },
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memberships: { some: { organizationId } },
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},
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select: { id: true },
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});
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return row?.id ?? null;
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}
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}
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