Files
CRM_Montzar/apps/api/src/behavior/disc.service.ts
T
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-18 21:04:26 +03:30

243 lines
7.8 KiB
TypeScript

import {
BadRequestException,
Injectable,
NotFoundException,
} from '@nestjs/common';
import {
type DiscAnswers,
type DiscAssessmentDto,
type DiscDistributionRow,
type DiscType,
isDiscType,
scoreDisc,
} from '@mento/shared';
import { Prisma } from '@prisma/client';
import { PrismaService } from '../prisma/prisma.service';
import type { Actor } from '../common/record-scope';
import { ownerWhere } from '../common/record-scope';
import { writeXlsx } from '../common/excel';
import { BehaviorAccessService } from './behavior-access.service';
import type { SaveDiscDto } from './dto';
function asAnswers(value: unknown): DiscAnswers {
if (!value || typeof value !== 'object' || Array.isArray(value)) return {};
const out: DiscAnswers = {};
for (const [key, raw] of Object.entries(value as Record<string, unknown>)) {
if (raw == null || raw === '') out[key] = null;
else if (isDiscType(raw)) out[key] = raw;
}
return out;
}
function asTypes(values: string[]): DiscType[] {
return values.filter(isDiscType);
}
@Injectable()
export class DiscService {
constructor(
private readonly prisma: PrismaService,
private readonly access: BehaviorAccessService,
) {}
async list(actor: Actor, personId: string): Promise<DiscAssessmentDto[]> {
await this.access.assert(actor);
await this.ensurePerson(actor, personId);
const rows = await this.prisma.discAssessment.findMany({
where: { organizationId: actor.organizationId, personId },
include: { assessor: { select: { id: true, fullName: true } } },
orderBy: { createdAt: 'desc' },
});
return rows.map((row) => this.toDto(row));
}
async save(actor: Actor, personId: string, dto: SaveDiscDto): Promise<DiscAssessmentDto> {
await this.access.assert(actor);
await this.ensurePerson(actor, personId);
const answers = asAnswers(dto.answers);
const scored = scoreDisc(answers);
if (scored.validCount === 0) {
throw new BadRequestException('حداقل یک پاسخ معتبر لازم است');
}
const note = dto.note?.trim() || null;
const row = await this.prisma.discAssessment.create({
data: {
organizationId: actor.organizationId,
personId,
assessorId: actor.userId,
answers: answers as Prisma.InputJsonValue,
scoreD: scored.scores.D,
scoreI: scored.scores.I,
scoreS: scored.scores.S,
scoreC: scored.scores.C,
percentD: scored.percents.D,
percentI: scored.percents.I,
percentS: scored.percents.S,
percentC: scored.percents.C,
validCount: scored.validCount,
primaryTypes: scored.primaryTypes,
secondaryTypes: scored.secondaryTypes,
label: scored.label,
secondaryLabel: scored.secondaryLabel,
reliable: scored.reliable,
confidence: scored.confidence,
note,
status: 'confirmed',
},
include: { assessor: { select: { id: true, fullName: true } } },
});
if (scored.reliable) {
await this.prisma.person.update({
where: { id: personId },
data: {
discLabel: scored.label,
discReliable: true,
discAssessedAt: row.createdAt,
},
});
}
return this.toDto(row);
}
async distribution(actor: Actor): Promise<DiscDistributionRow[]> {
await this.access.assert(actor);
const rows = await this.prisma.person.groupBy({
by: ['discLabel'],
where: {
organizationId: actor.organizationId,
discReliable: true,
discLabel: { not: null },
...ownerWhere(actor),
},
_count: { _all: true },
});
return rows
.flatMap((row) =>
row.discLabel
? [{ label: row.discLabel, count: row._count._all }]
: [],
)
.sort((a, b) => b.count - a.count || a.label.localeCompare(b.label));
}
async exportXlsx(actor: Actor): Promise<Buffer> {
await this.access.assert(actor);
const people = await this.prisma.person.findMany({
where: {
organizationId: actor.organizationId,
discReliable: true,
...ownerWhere(actor),
},
select: { id: true, firstName: true, lastName: true, mobile: true, discLabel: true },
orderBy: [{ lastName: 'asc' }, { firstName: 'asc' }],
});
const latest = await this.prisma.discAssessment.findMany({
where: {
organizationId: actor.organizationId,
personId: { in: people.map((p) => p.id) },
reliable: true,
},
include: { assessor: { select: { fullName: true } } },
orderBy: { createdAt: 'desc' },
});
const byPerson = new Map<string, (typeof latest)[number]>();
for (const row of latest) {
if (!byPerson.has(row.personId)) byPerson.set(row.personId, row);
}
return writeXlsx(
'DISC',
[
{ header: 'مشتری', key: 'name', width: 28 },
{ header: 'موبایل', key: 'mobile', width: 16 },
{ header: 'تیپ غالب', key: 'label', width: 16 },
{ header: 'تیپ دوم', key: 'secondary', width: 16 },
{ header: 'D', key: 'd', width: 8 },
{ header: 'I', key: 'i', width: 8 },
{ header: 'S', key: 's', width: 8 },
{ header: 'C', key: 'c', width: 8 },
{ header: 'اطمینان', key: 'confidence', width: 14 },
{ header: 'کارشناس', key: 'assessor', width: 22 },
{ header: 'تاریخ', key: 'at', width: 22 },
{ header: 'یادداشت', key: 'note', width: 40 },
],
people.map((person) => {
const row = byPerson.get(person.id);
return {
name: `${person.firstName} ${person.lastName}`.trim(),
mobile: person.mobile,
label: person.discLabel,
secondary: row?.secondaryLabel,
d: row?.scoreD,
i: row?.scoreI,
s: row?.scoreS,
c: row?.scoreC,
confidence: row?.confidence,
assessor: row?.assessor.fullName,
at: row?.createdAt.toISOString(),
note: row?.note,
};
}),
);
}
private async ensurePerson(actor: Actor, personId: string) {
const found = await this.prisma.person.findFirst({
where: { id: personId, organizationId: actor.organizationId, ...ownerWhere(actor) },
select: { id: true },
});
if (!found) throw new NotFoundException('شخص پیدا نشد');
}
private toDto(row: {
id: string;
personId: string;
assessorId: string;
assessor: { fullName: string };
answers: unknown;
scoreD: number;
scoreI: number;
scoreS: number;
scoreC: number;
percentD: number;
percentI: number;
percentS: number;
percentC: number;
validCount: number;
primaryTypes: string[];
secondaryTypes: string[];
label: string;
secondaryLabel: string | null;
reliable: boolean;
confidence: string;
note: string | null;
createdAt: Date;
updatedAt: Date;
}): DiscAssessmentDto {
const confidence = (['insufficient', 'low', 'medium', 'high'] as const).includes(
row.confidence as 'insufficient',
)
? (row.confidence as DiscAssessmentDto['confidence'])
: 'low';
return {
id: row.id,
personId: row.personId,
assessorId: row.assessorId,
assessorName: row.assessor.fullName,
answers: asAnswers(row.answers),
scores: { D: row.scoreD, I: row.scoreI, S: row.scoreS, C: row.scoreC },
percents: { D: row.percentD, I: row.percentI, S: row.percentS, C: row.percentC },
validCount: row.validCount,
primaryTypes: asTypes(row.primaryTypes),
secondaryTypes: asTypes(row.secondaryTypes),
label: row.label,
secondaryLabel: row.secondaryLabel,
reliable: row.reliable,
confidence,
note: row.note,
status: 'confirmed',
createdAt: row.createdAt.toISOString(),
updatedAt: row.updatedAt.toISOString(),
};
}
}