Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-29 21:06:30 +03:30
commit 29a040c21d
195 changed files with 39430 additions and 0 deletions
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+import { Injectable, NotFoundException } from '@nestjs/common';
+import type {
+  DealDto,
+  PipelineBoardDto,
+  PipelineDto,
+  PipelineStageDto,
+} from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import { asCustomFields } from '../common/custom-fields';
+import { type Actor, ownerWhere } from '../common/record-scope';
+import { decimalToBase, loadOrgRates } from '../common/currency';
+
+const DEFAULT_STAGES = [
+  { name: 'سرنخ', isWon: false, isLost: false },
+  { name: 'تماس اول', isWon: false, isLost: false },
+  { name: 'پیشنهاد', isWon: false, isLost: false },
+  { name: 'مذاکره', isWon: false, isLost: false },
+  { name: 'برنده', isWon: true, isLost: false },
+  { name: 'از دست‌رفته', isWon: false, isLost: true },
+] as const;
+
+type DealRow = {
+  id: string;
+  title: string;
+  amount: Prisma.Decimal | null;
+  currency: string;
+  status: 'open' | 'won' | 'lost';
+  source: string | null;
+  lostReason: string | null;
+  notes: string | null;
+  tags: string[];
+  isStale: boolean;
+  isRotten: boolean;
+  customFields: unknown;
+  expectedCloseAt: Date | null;
+  position: number;
+  pipelineId: string;
+  stageId: string;
+  createdAt: Date;
+  updatedAt: Date;
+  person: { id: string; firstName: string; lastName: string } | null;
+  company: { id: string; name: string } | null;
+  owner: { id: string; fullName: string } | null;
+  lineItems?: Array<{
+    id: string;
+    productId: string | null;
+    name: string;
+    quantity: Prisma.Decimal;
+    unitPrice: Prisma.Decimal;
+    currency: string;
+    position: number;
+  }>;
+};
+
+@Injectable()
+export class PipelinesService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async ensureDefaultPipeline(organizationId: string): Promise<PipelineDto> {
+    const existing = await this.prisma.pipeline.findFirst({
+      where: { organizationId, isDefault: true },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    if (existing) return this.toPipelineDto(existing);
+
+    const created = await this.prisma.pipeline.create({
+      data: {
+        organizationId,
+        name: 'کاریز فروش',
+        isDefault: true,
+        stages: {
+          create: DEFAULT_STAGES.map((s, index) => ({
+            name: s.name,
+            position: index,
+            isWon: s.isWon,
+            isLost: s.isLost,
+          })),
+        },
+      },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    return this.toPipelineDto(created);
+  }
+
+  async list(organizationId: string): Promise<PipelineDto[]> {
+    await this.ensureDefaultPipeline(organizationId);
+    const rows = await this.prisma.pipeline.findMany({
+      where: { organizationId },
+      include: { stages: { orderBy: { position: 'asc' } } },
+      orderBy: [{ isDefault: 'desc' }, { name: 'asc' }],
+    });
+    return rows.map((row) => this.toPipelineDto(row));
+  }
+
+  async create(organizationId: string, name: string): Promise<PipelineDto> {
+    await this.ensureDefaultPipeline(organizationId);
+    const created = await this.prisma.pipeline.create({
+      data: {
+        organizationId,
+        name: name.trim(),
+        isDefault: false,
+        stages: {
+          create: DEFAULT_STAGES.map((s, index) => ({
+            name: s.name,
+            position: index,
+            isWon: s.isWon,
+            isLost: s.isLost,
+          })),
+        },
+      },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    return this.toPipelineDto(created);
+  }
+
+  async getBoard(
+    organizationId: string,
+    pipelineId?: string,
+    actor?: Pick<Actor, 'userId' | 'role'>,
+  ): Promise<PipelineBoardDto> {
+    const pipeline = pipelineId
+      ? await this.prisma.pipeline.findFirst({
+          where: { id: pipelineId, organizationId },
+          include: { stages: { orderBy: { position: 'asc' } } },
+        })
+      : null;
+
+    const resolved =
+      pipeline ??
+      (await this.prisma.pipeline.findFirst({
+        where: { organizationId, isDefault: true },
+        include: { stages: { orderBy: { position: 'asc' } } },
+      }));
+
+    if (!resolved) {
+      const created = await this.ensureDefaultPipeline(organizationId);
+      return this.getBoard(organizationId, created.id, actor);
+    }
+
+    const deals = await this.prisma.deal.findMany({
+      where: {
+        organizationId,
+        pipelineId: resolved.id,
+        ...(actor ? ownerWhere(actor) : {}),
+      },
+      include: {
+        person: { select: { id: true, firstName: true, lastName: true } },
+        company: { select: { id: true, name: true } },
+        owner: { select: { id: true, fullName: true } },
+      },
+      orderBy: [{ position: 'asc' }, { updatedAt: 'desc' }],
+    });
+
+    const rateMap = await loadOrgRates(this.prisma, organizationId);
+
+    const byStage = new Map<string, DealDto[]>();
+    for (const stage of resolved.stages) byStage.set(stage.id, []);
+    for (const deal of deals) {
+      const list = byStage.get(deal.stageId);
+      if (list) list.push(this.toDealDto(deal));
+    }
+
+    return {
+      pipeline: this.toPipelineDto(resolved),
+      stages: resolved.stages.map((stage) => {
+        const stageDeals = byStage.get(stage.id) ?? [];
+        return {
+          id: stage.id,
+          name: stage.name,
+          position: stage.position,
+          isWon: stage.isWon,
+          isLost: stage.isLost,
+          deals: stageDeals,
+          totalAmount: stageDeals.reduce(
+            (sum, d) =>
+              sum +
+              decimalToBase(
+                d.amount == null ? null : new Prisma.Decimal(d.amount),
+                d.currency,
+                rateMap,
+              ),
+            0,
+          ),
+        };
+      }),
+    };
+  }
+
+  toDealDto(row: DealRow): DealDto {
+    return {
+      id: row.id,
+      title: row.title,
+      amount: row.amount == null ? null : Number(row.amount),
+      currency: row.currency,
+      status: row.status,
+      source: row.source,
+      lostReason: row.lostReason,
+      notes: row.notes,
+      tags: row.tags ?? [],
+      isStale: row.isStale,
+      isRotten: row.isRotten,
+      customFields: asCustomFields(row.customFields),
+      expectedCloseAt: row.expectedCloseAt?.toISOString() ?? null,
+      position: row.position,
+      pipelineId: row.pipelineId,
+      stageId: row.stageId,
+      person: row.person
+        ? {
+            id: row.person.id,
+            fullName: `${row.person.firstName} ${row.person.lastName}`.trim(),
+          }
+        : null,
+      company: row.company,
+      owner: row.owner,
+      lineItems: (row.lineItems ?? []).map((item) => {
+        const quantity = Number(item.quantity);
+        const unitPrice = Number(item.unitPrice);
+        return {
+          id: item.id,
+          productId: item.productId,
+          name: item.name,
+          quantity,
+          unitPrice,
+          currency: item.currency,
+          position: item.position,
+          lineTotal: quantity * unitPrice,
+        };
+      }),
+      createdAt: row.createdAt.toISOString(),
+      updatedAt: row.updatedAt.toISOString(),
+    };
+  }
+
+  private toPipelineDto(row: {
+    id: string;
+    name: string;
+    isDefault: boolean;
+    stages: Array<{
+      id: string;
+      name: string;
+      position: number;
+      isWon: boolean;
+      isLost: boolean;
+    }>;
+  }): PipelineDto {
+    return {
+      id: row.id,
+      name: row.name,
+      isDefault: row.isDefault,
+      stages: row.stages.map(
+        (s): PipelineStageDto => ({
+          id: s.id,
+          name: s.name,
+          position: s.position,
+          isWon: s.isWon,
+          isLost: s.isLost,
+        }),
+      ),
+    };
+  }
+}