Improve person assets UI and fix Tahesab asnad date/list.

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

apps/api/src/integrations/tahesab/documents.service.ts

@@ -16,8 +16,17 @@ function asAsnadList(raw: unknown): Array<Record<string, unknown>> {
   if (!raw) return [];
   if (Array.isArray(raw)) return raw as Array<Record<string, unknown>>;
   if (typeof raw === 'object') {
-    return Object.values(raw as Record<string, unknown>).filter(
-      (v) => v && typeof v === 'object',
+    const obj = raw as Record<string, unknown>;
+    for (const key of ['DoListAsnad', 'Asnad', 'asnad', 'Items', 'items', 'Data']) {
+      const nested = obj[key];
+      if (Array.isArray(nested)) {
+        return nested.filter((v) => v && typeof v === 'object') as Array<
+          Record<string, unknown>
+        >;
+      }
+    }
+    return Object.values(obj).filter(
+      (v) => v && typeof v === 'object' && !Array.isArray(v),
     ) as Array<Record<string, unknown>>;
   }
   return [];
@@ -68,8 +77,8 @@ export class TahesabDocumentsService {
     );
     const link = await this.requireLink(organizationId, personId, resolvedId);
     const { api } = await this.connections.getApi(organizationId, resolvedId);
-    // Count_Last = -1 برای مانده ردیف‌به‌ردیف مثل همکار
-    const raw = await api.doListAsnad(-1, link.moshtariCode, from, to);
+    // Count_Last = سقف تعداد سند برگشتی (۰ در نمونه گاهی خالی برمی‌گرداند)
+    const raw = await api.doListAsnad(500, link.moshtariCode, from, to);
     const items = asAsnadList(raw);
     return {
       connectionId: resolvedId,

apps/api/src/integrations/tahesab/tahesab-methods.ts

@@ -222,11 +222,14 @@ export class TahesabApi {
     fromShamsi: string,
     toShamsi: string,
   ) {
+    // OpenAPI: Count_Last, Moshtari_Code, AzTarikhShamsi, TaTarikhShamsi, FilterNoSanad, Mande_Jens_Felez
     return this.call('DoListAsnad', 'DoListAsnad', [
       countLast,
       moshtariCode,
       fromShamsi,
       toShamsi,
+      '',
+      0,
     ]);
   }
 

apps/web/src/components/person-assets/PersonAssetsPanel.vue

@@ -3,7 +3,13 @@ import { computed, onMounted, ref, watch } from 'vue';
 import axios from 'axios';
 import { api } from '@/lib/api';
 import { formatMoney } from '@/lib/money';
+import {
+  dateToJalali,
+  formatLocalDateInput,
+  parseLocalInput,
+} from '@/lib/jalali';
 import MoneyInput from '@/components/MoneyInput.vue';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import type {
   PersonAccountingLinkDto,
   PersonAssetsDto,
@@ -16,6 +22,10 @@ const props = defineProps<{
   personId: string;
 }>();
 
+const emit = defineEmits<{
+  linkChanged: [moshtariCode: number | null];
+}>();
+
 const loading = ref(false);
 const error = ref('');
 const ok = ref('');
@@ -26,6 +36,7 @@ const assets = ref<PersonAssetsDto | null>(null);
 const activeTab = ref<'مانده حساب' | 'جزئیات حساب' | 'ثبت سند'>('مانده حساب');
 const asnadLoading = ref(false);
 const asnadItems = ref<Record<string, unknown>[]>([]);
+/** مدل JalaliDateInput = تاریخ محلی میلادی YYYY-MM-DD */
 const fromDate = ref('');
 const toDate = ref('');
 const manualCode = ref('');
@@ -120,18 +131,28 @@ function formatMandehAmount(amount: string | number, unit: string) {
   return abs.toLocaleString('fa-IR', { maximumFractionDigits: 3 });
 }
 
+/** تبدیل تاریخ محلی میلادی به شمسی YYYY-MM-DD برای API ته‌حساب */
+function toShamsiYmd(localIso: string): string | null {
+  const d = parseLocalInput(localIso);
+  if (!d) return null;
+  const { jy, jm, jd } = dateToJalali(d);
+  return `${jy}-${String(jm).padStart(2, '0')}-${String(jd).padStart(2, '0')}`;
+}
+
 function defaultJalaliRange() {
-  // تقریبی: کاربر می‌تواند عوض کند؛ پیش‌فرض بازه یک‌ماهه متنی
   const now = new Date();
-  // بدون وابستگی سنگین: مقادیر نمونه قابل ویرایش
-  toDate.value = `${now.getFullYear() - 621}-01-01`;
-  // بهتر: از API تاریخ نخواهیم؛ فیلدها را خالی‌تر با placeholder بگذاریم
-  const y = 1405;
-  fromDate.value = `${y}-01-01`;
-  toDate.value = `${y}-12-29`;
-  sanad.value.year = y;
-  sanad.value.month = 1;
-  sanad.value.day = 1;
+  const from = new Date(now);
+  from.setMonth(from.getMonth() - 6);
+  fromDate.value = formatLocalDateInput(from);
+  toDate.value = formatLocalDateInput(now);
+  const j = dateToJalali(now);
+  sanad.value.year = j.jy;
+  sanad.value.month = j.jm;
+  sanad.value.day = j.jd;
+}
+
+function emitLinkCode() {
+  emit('linkChanged', currentLink.value?.moshtariCode ?? null);
 }
 
 async function loadConnectionsAndLinks() {
@@ -155,6 +176,12 @@ async function loadConnectionsAndLinks() {
     ) {
       connectionId.value = def?.id ?? '';
     }
+    if (!currentLink.value && links.value.length) {
+      const preferred =
+        links.value.find((l) => l.isDefaultConnection) ?? links.value[0];
+      if (preferred) connectionId.value = preferred.connectionId;
+    }
+    emitLinkCode();
   } catch (e) {
     error.value = axios.isAxiosError(e)
       ? String(
@@ -162,6 +189,7 @@ async function loadConnectionsAndLinks() {
             'بارگذاری اتصال ته‌حساب ناموفق بود.',
         )
       : 'بارگذاری اتصال ته‌حساب ناموفق بود.';
+    emit('linkChanged', null);
   } finally {
     loading.value = false;
   }
@@ -195,8 +223,10 @@ async function refreshAssets() {
 
 async function loadAsnad() {
   if (!connectionId.value || !currentLink.value) return;
-  if (!fromDate.value || !toDate.value) {
-    error.value = 'تاریخ از و تا را وارد کنید (شمسی YYYY-MM-DD).';
+  const from = toShamsiYmd(fromDate.value);
+  const to = toShamsiYmd(toDate.value);
+  if (!from || !to) {
+    error.value = 'تاریخ از و تا را از تقویم انتخاب کنید.';
     return;
   }
   asnadLoading.value = true;
@@ -207,12 +237,16 @@ async function loadAsnad() {
       {
         params: {
           connectionId: connectionId.value,
-          from: fromDate.value,
-          to: toDate.value,
+          from,
+          to,
         },
+        timeout: 60_000,
       },
     );
     asnadItems.value = data.items ?? [];
+    ok.value = asnadItems.value.length
+      ? `${asnadItems.value.length} سند نمایش داده شد.`
+      : 'در این بازه سندی یافت نشد.';
   } catch (e) {
     error.value = axios.isAxiosError(e)
       ? String(
@@ -315,6 +349,7 @@ async function unlink() {
     `/integrations/tahesab/people/${props.personId}/links/${connectionId.value}`,
   );
   assets.value = null;
+  asnadItems.value = [];
   await loadConnectionsAndLinks();
 }
 
@@ -355,10 +390,17 @@ async function pushSanad() {
 watch(connectionId, async () => {
   matchCandidates.value = [];
   asnadItems.value = [];
+  emitLinkCode();
   if (currentLink.value) await refreshAssets();
   else assets.value = null;
 });
 
+watch(activeTab, (t) => {
+  if (t === 'جزئیات حساب' && currentLink.value && !asnadItems.value.length) {
+    void loadAsnad();
+  }
+});
+
 onMounted(async () => {
   defaultJalaliRange();
   await loadConnectionsAndLinks();
@@ -374,8 +416,8 @@ onMounted(async () => {
     </p>
 
     <template v-else>
-      <div class="toolbar">
-        <label v-if="hasMultipleConnections" class="conn-pick">
+      <div v-if="hasMultipleConnections" class="toolbar">
+        <label class="conn-pick">
           <span>اتصال</span>
           <select v-model="connectionId">
             <option v-for="c in connections" :key="c.id" :value="c.id">
@@ -383,19 +425,12 @@ onMounted(async () => {
             </option>
           </select>
         </label>
-        <div v-else-if="connections[0]" class="muted">
-          اتصال: {{ connections[0].label }} · DB {{ connections[0].dbName }}
-        </div>
       </div>
 
       <div class="link-bar card">
         <template v-if="currentLink">
           <div>
-            <strong>لینک‌شده</strong>
-            <span class="muted">
-              کد ته‌حساب: {{ currentLink.moshtariCode }} · روش:
-              {{ currentLink.matchMethod }}
-            </span>
+            <strong>لینک‌شده به ته‌حساب</strong>
           </div>
           <div class="actions">
             <button type="button" class="btn ghost" @click="refreshAssets">بروزرسانی مانده</button>
@@ -506,11 +541,11 @@ onMounted(async () => {
           <div class="date-row">
             <label>
               از
-              <input v-model="fromDate" dir="ltr" placeholder="1405-01-01" />
+              <JalaliDateInput v-model="fromDate" placeholder="از تاریخ" />
             </label>
             <label>
               تا
-              <input v-model="toDate" dir="ltr" placeholder="1405-12-29" />
+              <JalaliDateInput v-model="toDate" placeholder="تا تاریخ" />
             </label>
             <button type="button" class="btn" :disabled="asnadLoading" @click="loadAsnad">
               {{ asnadLoading ? '…' : 'نمایش اسناد' }}
@@ -790,6 +825,10 @@ onMounted(async () => {
   align-items: end;
   margin-bottom: 0.75rem;
 }
+.date-row label {
+  min-width: 160px;
+  flex: 1;
+}
 .date-row label,
 .sanad-form label {
   display: grid;

apps/web/src/views/PersonProfileView.vue

@@ -33,6 +33,7 @@ import type {
   PaginatedResponse,
   PersonDto,
   PersonAiSummaryDto,
+  PersonAccountingLinkDto,
   PipelineBoardDto,
   ProjectBoardBoardDto,
   ProjectCardDto,
@@ -94,6 +95,7 @@ const tickets = ref<TicketDto[]>([]);
 const memories = ref<MemoryItemDto[]>([]);
 const deals = ref<DealDto[]>([]);
 const cards = ref<ProjectCardDto[]>([]);
+const tahesabMoshtariCode = ref<number | null>(null);
 
 const moreOpen = ref(false);
 const filterOpen = ref(false);
@@ -372,6 +374,7 @@ async function load() {
   moreOpen.value = false;
   filterOpen.value = false;
   aiSummary.value = null;
+  tahesabMoshtariCode.value = null;
   try {
     const [personRes, actRes, noteRes, quoteRes, memRes, boardRes] = await Promise.all([
       api.get<PersonDto>(`/people/${id.value}`),
@@ -407,6 +410,9 @@ async function load() {
         params: { personId: id.value, limit: 50 },
       }),
       api.get<ProjectBoardBoardDto>('/project-boards/board'),
+      api.get<PersonAccountingLinkDto[]>(
+        `/integrations/tahesab/people/${id.value}/links`,
+      ),
     ]);
     invoices.value =
       extras[0].status === 'fulfilled' ? extras[0].value.data.items : [];
@@ -418,6 +424,12 @@ async function load() {
             .flatMap((s) => s.cards)
             .filter((c) => c.person?.id === id.value)
         : [];
+    if (extras[3].status === 'fulfilled' && extras[3].value.data.length) {
+      const preferred =
+        extras[3].value.data.find((l) => l.isDefaultConnection) ??
+        extras[3].value.data[0];
+      tahesabMoshtariCode.value = preferred?.moshtariCode ?? null;
+    }
   } catch {
     error.value = 'بارگذاری پرونده مشتری ناموفق بود.';
     person.value = null;
@@ -488,6 +500,10 @@ async function completeNext() {
   }
 }
 
+function onTahesabLinkChanged(code: number | null) {
+  tahesabMoshtariCode.value = code;
+}
+
 async function downloadAttachment(noteId: string, att: NoteAttachmentDto) {
   const { data } = await api.get<Blob>(
     `/notes/${noteId}/attachments/${att.id}/download`,
@@ -568,6 +584,9 @@ watch(() => route.query.tab, readTab, { immediate: true });
         <div class="who">
           <h2>
             {{ fullName }}
+            <span v-if="tahesabMoshtariCode != null" class="tahesab-code" dir="ltr">{{
+              tahesabMoshtariCode
+            }}</span>
             <span v-if="vip" class="vip-mark">VIP</span>
           </h2>
           <p v-if="subtitle" class="sub">{{ subtitle }}</p>
@@ -601,7 +620,12 @@ watch(() => route.query.tab, readTab, { immediate: true });
         <div class="mob-id">
           <CustomerMoodFace :mood="mood" :size="72" />
           <div class="who">
-            <h2>{{ fullName }}</h2>
+            <h2>
+              {{ fullName }}
+              <span v-if="tahesabMoshtariCode != null" class="tahesab-code" dir="ltr">{{
+                tahesabMoshtariCode
+              }}</span>
+            </h2>
             <p v-if="subtitle" class="sub">{{ subtitle }}</p>
           </div>
         </div>
@@ -812,7 +836,7 @@ watch(() => route.query.tab, readTab, { immediate: true });
       </div>
 
       <div v-show="tab === 'assets'" class="panel assets-panel">
-        <PersonAssetsPanel :person-id="id" />
+        <PersonAssetsPanel :person-id="id" @link-changed="onTahesabLinkChanged" />
       </div>
 
       <div v-show="tab === 'info'" class="panel info-panel" :class="{ 'is-empty': infoEmpty }">
@@ -1071,6 +1095,16 @@ watch(() => route.query.tab, readTab, { immediate: true });
   padding: 0.12rem 0.45rem;
 }
 
+.tahesab-code {
+  font-size: 0.85rem;
+  font-weight: 700;
+  color: #0f766e;
+  background: color-mix(in srgb, #0f766e 12%, transparent);
+  border-radius: 8px;
+  padding: 0.1rem 0.45rem;
+  letter-spacing: 0.02em;
+}
+
 .sub {
   margin: 0.25rem 0 0.7rem;
   color: #64748b;