Files
CRM_Montzar/apps/api/src/common/data-access.ts
T
MahdiandCursor 9812e4e5ba fix(crm): honor open data scopes and role assignees
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-27 18:07:42 +03:30

471 lines
15 KiB
TypeScript

import type {
DataAccessPolicy,
DataAccessRule,
DataAccessSection,
DataVisibility,
DataVisibilityScopes,
SectionDataAccess,
} from '@mento/shared';
import {
DATA_ACCESS_LEGACY_SCOPE,
DATA_ACCESS_SECTIONS,
migrateVisibilityToSectionAccess,
parseDataAccessPolicy,
sectionHasDataAccessLimits,
} from '@mento/shared';
import { canViewAllRecords } from '@mento/shared';
import type { Prisma } from '@prisma/client';
import type { Actor } from './record-scope';
function elevated(role: string | null | undefined): boolean {
return canViewAllRecords(role);
}
export type SectionAccessContext = {
section: SectionDataAccess;
source: 'role' | 'override' | 'default';
};
function ownerIdList(
rule: DataAccessRule,
ctx: { userId: string; teamPeerIds: string[] | null },
): string[] {
const ownerIds = new Set<string>();
if (!rule.owners?.length) return [];
if (rule.owners.includes('self')) ownerIds.add(ctx.userId);
if (rule.owners.includes('team')) {
const peers = ctx.teamPeerIds?.length ? ctx.teamPeerIds : [ctx.userId];
for (const id of peers) ownerIds.add(id);
}
return [...ownerIds];
}
/** Resolve یک بخش: override کاربر بر نقش؛ وگرنه مهاجرت از visibility قدیمی. */
export function resolveSectionAccess(
sectionKey: DataAccessSection,
input: {
role: string;
rolePolicy?: unknown;
override?: unknown;
legacyVisibility?: DataVisibility | string | null;
legacyScopes?: DataVisibilityScopes | null;
},
): SectionAccessContext {
if (elevated(input.role)) {
return { section: { mode: 'all', rules: [] }, source: 'default' };
}
const override = parseDataAccessPolicy(input.override);
if (override[sectionKey]) {
return { section: override[sectionKey]!, source: 'override' };
}
const rolePolicy = parseDataAccessPolicy(input.rolePolicy);
if (rolePolicy[sectionKey]) {
return { section: rolePolicy[sectionKey]!, source: 'role' };
}
// فرم محدودهٔ نقش، بخشِ ننوشته را «بدون محدودیت» نشان می‌دهد.
// اگر نقش حتی یک بخش ذخیره کرده باشد، بقیه نباید به دید قدیمی own/team برگردند.
if (Object.keys(rolePolicy).length > 0) {
return { section: { mode: 'all', rules: [] }, source: 'role' };
}
if (input.legacyVisibility != null || input.legacyScopes) {
return {
section: migrateVisibilityToSectionAccess(
input.legacyVisibility,
input.legacyScopes,
DATA_ACCESS_LEGACY_SCOPE[sectionKey],
),
source: 'default',
};
}
return { section: { mode: 'all', rules: [] }, source: 'default' };
}
/** @deprecated */
export function resolveCustomersAccess(input: {
role: string;
rolePolicy?: unknown;
override?: unknown;
legacyVisibility?: DataVisibility | string | null;
legacyScopes?: DataVisibilityScopes | null;
}): SectionAccessContext {
return resolveSectionAccess('customers', input);
}
export function resolveAllSectionAccess(input: {
role: string;
rolePolicy?: unknown;
override?: unknown;
legacyVisibility?: DataVisibility | string | null;
legacyScopes?: DataVisibilityScopes | null;
}): DataAccessPolicy {
const out: DataAccessPolicy = {};
for (const key of DATA_ACCESS_SECTIONS) {
out[key] = resolveSectionAccess(key, input).section;
}
return out;
}
export function buildContactRuleWhere(
rule: DataAccessRule,
ctx: { userId: string; teamPeerIds: string[] | null },
): Prisma.PersonWhereInput | null {
const and: Prisma.PersonWhereInput[] = [];
const ids = ownerIdList(rule, ctx);
if (rule.owners?.length) {
if (!ids.length) return null;
and.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
}
if (rule.groupIds?.length) {
and.push({ groupLinks: { some: { groupId: { in: rule.groupIds } } } });
}
if (rule.sources?.length) {
and.push({
OR: [{ importSource: { in: rule.sources } }, { sourceRef: { in: rule.sources } }],
});
}
if (rule.moods?.length) {
and.push({ mood: { in: rule.moods } });
}
if (!and.length) return null;
return and.length === 1 ? and[0]! : { AND: and };
}
function orParts<T>(parts: T[]): T | { OR: T[] } | { id: string } {
if (!parts.length) return { id: '__no_access__' } as T & { id: string };
return parts.length === 1 ? parts[0]! : { OR: parts };
}
export function customersPersonWhere(
actor: Pick<Actor, 'userId' | 'role' | 'customersAccess' | 'teamPeerIds'>,
): Prisma.PersonWhereInput {
if (elevated(actor.role)) return {};
const section = actor.customersAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.PersonWhereInput[] = [];
for (const rule of section.rules ?? []) {
const w = buildContactRuleWhere(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (w) parts.push(w);
}
return orParts(parts);
}
export function customersCompanyWhere(
actor: Pick<Actor, 'userId' | 'role' | 'customersAccess' | 'teamPeerIds'>,
): Prisma.CompanyWhereInput {
if (elevated(actor.role)) return {};
const section = actor.customersAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.CompanyWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.CompanyWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push(ids.length === 1 ? { ownerId: ids[0]! } : { ownerId: { in: ids } });
}
if (rule.groupIds?.length) {
and.push({ groupLinks: { some: { groupId: { in: rule.groupIds } } } });
}
if (rule.sources?.length) {
and.push({
OR: [{ importSource: { in: rule.sources } }, { sourceRef: { in: rule.sources } }],
});
}
if (
rule.moods?.length &&
!rule.owners?.length &&
!rule.groupIds?.length &&
!rule.sources?.length
) {
continue;
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
export function leadsDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'leadsAccess' | 'teamPeerIds'>,
): Prisma.LeadWhereInput {
if (elevated(actor.role)) return {};
const section = actor.leadsAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.LeadWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.LeadWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
}
if (rule.stageIds?.length) {
and.push({ stageId: { in: rule.stageIds } });
}
if (rule.sources?.length) {
and.push({
OR: rule.sources.map((s) => ({
source: { equals: s, mode: 'insensitive' as const },
})),
});
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
export function dealsDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'salesAccess' | 'teamPeerIds'>,
): Prisma.DealWhereInput {
if (elevated(actor.role)) return {};
const section = actor.salesAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.DealWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.DealWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push({
OR: [
{ ownerId: { in: ids } },
{ assignees: { some: { id: { in: ids } } } },
],
});
}
if (rule.pipelineIds?.length) {
and.push({ pipelineId: { in: rule.pipelineIds } });
}
if (rule.stageIds?.length) {
and.push({ stageId: { in: rule.stageIds } });
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
export function activitiesDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'activitiesAccess' | 'teamPeerIds'>,
): Prisma.ActivityWhereInput {
if (elevated(actor.role)) return {};
const section = actor.activitiesAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.ActivityWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.ActivityWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push({
OR: [
{ assigneeId: { in: ids } },
{ assignees: { some: { id: { in: ids } } } },
{ participantIds: { hasSome: ids } },
],
});
}
if (rule.boardIds?.length) {
and.push({ boardId: { in: rule.boardIds } });
}
if (rule.stageIds?.length) {
and.push({ stageId: { in: rule.stageIds } });
}
if (rule.typeIds?.length) {
and.push({ typeDefId: { in: rule.typeIds } });
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
export function notesDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'notesAccess' | 'teamPeerIds'>,
): Prisma.NoteWhereInput {
const personalGate: Prisma.NoteWhereInput = {
OR: [
{ visibility: { not: 'personal' } },
{ visibility: 'personal', authorId: actor.userId },
],
};
if (elevated(actor.role)) return personalGate;
const section = actor.notesAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return personalGate;
const parts: Prisma.NoteWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.NoteWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push({
OR: [
{ authorId: { in: ids } },
{
deal: {
OR: [
{ ownerId: { in: ids } },
{ assignees: { some: { id: { in: ids } } } },
],
},
},
{ person: { ownerId: { in: ids } } },
{ company: { ownerId: { in: ids } } },
],
});
}
if (rule.sources?.length) {
and.push({ noteType: { in: rule.sources } });
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return {
AND: [personalGate, orParts(parts)],
};
}
export function ticketsDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'ticketsAccess' | 'teamPeerIds'>,
): Prisma.TicketWhereInput {
if (elevated(actor.role)) return {};
const section = actor.ticketsAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.TicketWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.TicketWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push({
OR: [{ assigneeId: { in: ids } }, { reporterId: { in: ids } }],
});
}
if (rule.sources?.length) {
and.push({
status: {
in: rule.sources as Array<'open' | 'in_progress' | 'waiting' | 'resolved' | 'closed'>,
},
});
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
export function projectsDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'projectsAccess' | 'teamPeerIds'>,
): Prisma.ProjectCardWhereInput {
if (elevated(actor.role)) return {};
const section = actor.projectsAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.ProjectCardWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.ProjectCardWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push({
OR: [
{ ownerId: { in: ids } },
{ assignees: { some: { id: { in: ids } } } },
],
});
}
if (rule.boardIds?.length) {
and.push({ boardId: { in: rule.boardIds } });
}
if (rule.stageIds?.length) {
and.push({ stageId: { in: rule.stageIds } });
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
export function routinesDeepWhere(
actor: Pick<Actor, 'userId' | 'role' | 'routinesAccess' | 'teamPeerIds'>,
): Prisma.RoutineTaskWhereInput {
if (elevated(actor.role)) return {};
const section = actor.routinesAccess ?? { mode: 'all' as const, rules: [] };
if (!sectionHasDataAccessLimits(section)) return {};
const parts: Prisma.RoutineTaskWhereInput[] = [];
for (const rule of section.rules ?? []) {
const and: Prisma.RoutineTaskWhereInput[] = [];
if (rule.owners?.length) {
const ids = ownerIdList(rule, {
userId: actor.userId,
teamPeerIds: actor.teamPeerIds ?? null,
});
if (!ids.length) continue;
and.push(ids.length === 1 ? { assigneeId: ids[0]! } : { assigneeId: { in: ids } });
}
if (rule.typeIds?.length) {
and.push({ categoryId: { in: rule.typeIds } });
}
if (!and.length) continue;
parts.push(and.length === 1 ? and[0]! : { AND: and });
}
return orParts(parts);
}
/** اتحاد شناسهٔ owners در قوانین؛ null = بدون محدودیت مالکی (یا mode=all) */
export function sectionOwnerIdUnion(
section: SectionDataAccess | null | undefined,
ctx: { userId: string; teamPeerIds: string[] | null },
): string[] | null {
if (!sectionHasDataAccessLimits(section)) return null;
const ids = new Set<string>();
let sawOwnerRule = false;
let sawNonOwnerRule = false;
for (const rule of section?.rules ?? []) {
if (rule.owners?.length) {
sawOwnerRule = true;
for (const id of ownerIdList(rule, ctx)) ids.add(id);
} else if (rule.groupIds?.length || rule.sources?.length || rule.moods?.length ||
rule.stageIds?.length || rule.pipelineIds?.length || rule.boardIds?.length ||
rule.typeIds?.length) {
sawNonOwnerRule = true;
}
}
if (sawNonOwnerRule && !sawOwnerRule) return null;
if (!sawOwnerRule) return null;
return [...ids];
}
export function sectionNeedsTeamPeers(section: SectionDataAccess | null | undefined): boolean {
if (!sectionHasDataAccessLimits(section)) return false;
return (section?.rules ?? []).some((r) => r.owners?.includes('team'));
}
export function sanitizeDataAccessPolicyInput(raw: unknown): DataAccessPolicy {
return parseDataAccessPolicy(raw);
}