Give automations a visual chain with conditions and SMS, and match the pipeline board to the sales mockup.

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

apps/api/src/automations/automations.module.ts

@@ -2,13 +2,14 @@ import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
 import { LoyaltyModule } from '../loyalty/loyalty.module';
 import { NotificationsModule } from '../notifications/notifications.module';
+import { SmsService } from '../common/sms.service';
 import { AutomationsController } from './automations.controller';
 import { AutomationsService } from './automations.service';
 
 @Module({
   imports: [AuthModule, NotificationsModule, LoyaltyModule],
   controllers: [AutomationsController],
-  providers: [AutomationsService],
+  providers: [AutomationsService, SmsService],
   exports: [AutomationsService],
 })
 export class AutomationsModule {}

apps/api/src/automations/automations.service.ts

@@ -1,16 +1,34 @@
-import { Injectable, NotFoundException } from '@nestjs/common';
+import {
+  BadRequestException,
+  Injectable,
+  Logger,
+  NotFoundException,
+} from '@nestjs/common';
 import type {
   AutomationAction,
+  AutomationConditionField,
+  AutomationConditionOp,
+  AutomationNotifyChannel,
   AutomationRuleConfig,
   AutomationRuleDto,
+  AutomationStep,
   AutomationTrigger,
   CreateAutomationRuleRequest,
   UpdateAutomationRuleRequest,
 } from '@mento/shared';
+import {
+  MAX_AUTOMATION_STEPS,
+  automationStepToConfig,
+  firstAutomationAction,
+  isAutomationCondition,
+  normalizeAutomationSteps,
+  packAutomationConfig,
+} from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
 import { LoyaltyService } from '../loyalty/loyalty.service';
+import { SmsService } from '../common/sms.service';
 
 export type AutomationContext = {
   organizationId: string;
@@ -24,12 +42,22 @@ export type AutomationContext = {
   assigneeId?: string | null;
 };
 
+type AutomationFacts = {
+  amount: number | null;
+  hasPerson: boolean;
+  hasCompany: boolean;
+  ticketPriority: string | null;
+};
+
 @Injectable()
 export class AutomationsService {
+  private readonly logger = new Logger(AutomationsService.name);
+
   constructor(
     private readonly prisma: PrismaService,
     private readonly notifications: NotificationsService,
     private readonly loyalty: LoyaltyService,
+    private readonly sms: SmsService,
   ) {}
 
   async list(organizationId: string): Promise<AutomationRuleDto[]> {
@@ -44,14 +72,17 @@ export class AutomationsService {
     organizationId: string,
     dto: CreateAutomationRuleRequest,
   ): Promise<AutomationRuleDto> {
+    const steps = resolveSteps(dto.action, dto.config);
+    const action = firstAutomationAction(steps);
+    if (!action) throw new BadRequestException('حداقل یک عمل لازم است');
     const row = await this.prisma.automationRule.create({
       data: {
         organizationId,
         name: dto.name.trim(),
         trigger: dto.trigger,
-        action: dto.action,
+        action,
         isActive: dto.isActive ?? true,
-        config: (dto.config ?? {}) as Prisma.InputJsonValue,
+        config: packAutomationConfig(steps) as Prisma.InputJsonValue,
       },
     });
     return this.toDto(row);
@@ -67,15 +98,30 @@ export class AutomationsService {
     });
     if (!existing) throw new NotFoundException('قانون پیدا نشد');
 
+    const shouldRewriteChain =
+      dto.action !== undefined || dto.config !== undefined;
+    const steps = shouldRewriteChain
+      ? resolveSteps(
+          (dto.action ?? existing.action) as AutomationAction,
+          dto.config ?? asConfig(existing.config),
+        )
+      : null;
+    const nextAction = steps ? firstAutomationAction(steps) : null;
+    if (steps && !nextAction) {
+      throw new BadRequestException('حداقل یک عمل لازم است');
+    }
+
     const row = await this.prisma.automationRule.update({
       where: { id },
       data: {
         ...(dto.name !== undefined ? { name: dto.name.trim() } : {}),
         ...(dto.trigger !== undefined ? { trigger: dto.trigger } : {}),
-        ...(dto.action !== undefined ? { action: dto.action } : {}),
         ...(dto.isActive !== undefined ? { isActive: dto.isActive } : {}),
-        ...(dto.config !== undefined
-          ? { config: dto.config as Prisma.InputJsonValue }
+        ...(steps && nextAction
+          ? {
+              action: nextAction,
+              config: packAutomationConfig(steps) as Prisma.InputJsonValue,
+            }
           : {}),
       },
     });
@@ -101,15 +147,53 @@ export class AutomationsService {
         trigger,
       },
     });
+    const facts = await this.loadFacts(ctx);
     for (const rule of rules) {
       try {
-        await this.execute(rule.action as AutomationAction, asConfig(rule.config), ctx);
+        const config = asConfig(rule.config);
+        const steps = normalizeAutomationSteps(
+          rule.action as AutomationAction,
+          config,
+        );
+        for (const step of steps) {
+          if (isAutomationCondition(step)) {
+            if (!matchCondition(step, facts)) break;
+            continue;
+          }
+          if (!step.action) continue;
+          await this.execute(step.action, automationStepToConfig(step), ctx);
+        }
       } catch {
         // قوانین نباید شکست عملیات اصلی را ایجاد کنند
       }
     }
   }
 
+  private async loadFacts(ctx: AutomationContext): Promise<AutomationFacts> {
+    if (ctx.entityType === 'deal') {
+      const deal = await this.prisma.deal.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: { amount: true, personId: true, companyId: true },
+      });
+      return {
+        amount: deal?.amount != null ? Number(deal.amount) : null,
+        hasPerson: Boolean(deal?.personId ?? ctx.personId),
+        hasCompany: Boolean(deal?.companyId ?? ctx.companyId),
+        ticketPriority: null,
+      };
+    }
+    const ticket = await this.prisma.ticket.findFirst({
+      where: { id: ctx.entityId, organizationId: ctx.organizationId },
+      select: { priority: true, personId: true, companyId: true },
+    });
+    return {
+      amount: null,
+      hasPerson: Boolean(ticket?.personId ?? ctx.personId),
+      hasCompany: Boolean(ticket?.companyId ?? ctx.companyId),
+      ticketPriority: ticket?.priority ?? null,
+    };
+  }
+
   private async execute(
     action: AutomationAction,
     config: AutomationRuleConfig,
@@ -155,25 +239,7 @@ export class AutomationsService {
     }
 
     if (action === 'create_notification') {
-      const userId =
-        config.notifyUserId?.trim() ||
-        ctx.assigneeId ||
-        ctx.ownerId ||
-        null;
-      if (!userId) return;
-      await this.notifications.create({
-        organizationId: ctx.organizationId,
-        userId,
-        type: 'automation',
-        title,
-        body: config.body?.trim() || ctx.title,
-        link:
-          ctx.entityType === 'deal'
-            ? `/deals/${ctx.entityId}`
-            : `/tickets/${ctx.entityId}`,
-        entityType: ctx.entityType,
-        entityId: ctx.entityId,
-      });
+      await this.executeNotify(title, config, ctx);
       return;
     }
 
@@ -188,6 +254,83 @@ export class AutomationsService {
     }
   }
 
+  private async executeNotify(
+    title: string,
+    config: AutomationRuleConfig,
+    ctx: AutomationContext,
+  ) {
+    const channel: AutomationNotifyChannel = config.notifyChannel ?? 'app';
+    const wantApp = channel === 'app' || channel === 'both';
+    const wantSms = channel === 'sms' || channel === 'both';
+    const smsText = (config.body?.trim() || title).slice(0, 160);
+    const link =
+      ctx.entityType === 'deal'
+        ? `/deals/${ctx.entityId}`
+        : `/tickets/${ctx.entityId}`;
+
+    if (config.notifyTarget === 'person') {
+      if (wantSms) {
+        const person = ctx.personId
+          ? await this.prisma.person.findFirst({
+              where: {
+                id: ctx.personId,
+                organizationId: ctx.organizationId,
+              },
+              select: { mobile: true, phone: true },
+            })
+          : null;
+        await this.sendAutomationSms(person?.mobile || person?.phone, smsText);
+      }
+      return;
+    }
+
+    const userId =
+      config.notifyUserId?.trim() ||
+      ctx.assigneeId ||
+      ctx.ownerId ||
+      null;
+    if (!userId) return;
+
+    if (wantApp) {
+      await this.notifications.create({
+        organizationId: ctx.organizationId,
+        userId,
+        type: 'automation',
+        title,
+        body: config.body?.trim() || ctx.title,
+        link,
+        entityType: ctx.entityType,
+        entityId: ctx.entityId,
+      });
+    }
+
+    if (wantSms) {
+      const user = await this.prisma.user.findFirst({
+        where: { id: userId, organizationId: ctx.organizationId },
+        select: { mobile: true },
+      });
+      await this.sendAutomationSms(user?.mobile, smsText);
+    }
+  }
+
+  private async sendAutomationSms(
+    mobile: string | null | undefined,
+    text: string,
+  ) {
+    if (!mobile) {
+      this.logger.warn('Automation SMS skipped: no mobile');
+      return;
+    }
+    if (!this.sms.isConfigured()) {
+      this.logger.warn('Automation SMS skipped: SMS not configured');
+      return;
+    }
+    const result = await this.sms.sendSmsDetailed(mobile, text);
+    if (!result.ok) {
+      this.logger.warn(`Automation SMS failed: ${result.reason ?? 'unknown'}`);
+    }
+  }
+
   private toDto(row: {
     id: string;
     name: string;
@@ -216,6 +359,55 @@ function asConfig(raw: unknown): AutomationRuleConfig {
   return raw as AutomationRuleConfig;
 }
 
+function resolveSteps(
+  action: AutomationAction,
+  config?: AutomationRuleConfig,
+): AutomationStep[] {
+  const steps = normalizeAutomationSteps(action, config);
+  if (!firstAutomationAction(steps)) {
+    throw new BadRequestException('حداقل یک عمل لازم است');
+  }
+  if (steps.length > MAX_AUTOMATION_STEPS) {
+    throw new BadRequestException(
+      `حداکثر ${MAX_AUTOMATION_STEPS} عمل در یک قانون مجاز است`,
+    );
+  }
+  return steps;
+}
+
+function matchCondition(step: AutomationStep, facts: AutomationFacts): boolean {
+  const field: AutomationConditionField = step.conditionField ?? 'has_person';
+  const op: AutomationConditionOp = step.conditionOp ?? 'is_set';
+
+  if (field === 'deal_amount') {
+    const amount = facts.amount;
+    const value = Number(step.conditionValue);
+    if (amount == null || !Number.isFinite(value)) return false;
+    if (op === 'gte') return amount >= value;
+    if (op === 'lte') return amount <= value;
+    if (op === 'eq') return amount === value;
+    if (op === 'neq') return amount !== value;
+    return false;
+  }
+
+  if (field === 'has_person') {
+    return op === 'is_empty' ? !facts.hasPerson : facts.hasPerson;
+  }
+
+  if (field === 'has_company') {
+    return op === 'is_empty' ? !facts.hasCompany : facts.hasCompany;
+  }
+
+  if (field === 'ticket_priority') {
+    const current = facts.ticketPriority;
+    const value = String(step.conditionValue ?? '');
+    if (op === 'neq') return current !== value;
+    return current === value;
+  }
+
+  return false;
+}
+
 function defaultTitle(action: AutomationAction, entityTitle: string) {
   if (action === 'create_activity') return `پیگیری خودکار: ${entityTitle}`;
   if (action === 'create_notification') return `اتوماسیون: ${entityTitle}`;