Add project board, loyalty club, and if/then automations.

Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline. Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 09:42:07 +03:30
parent 2e6c4779ab
commit c2bfa7749d
29 changed files with 3126 additions and 9 deletions
@@ -0,0 +1,54 @@
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  UseGuards,
+} from '@nestjs/common';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import { Roles } from '../auth/roles.decorator';
+import { RolesGuard } from '../auth/roles.guard';
+import { CreateAutomationRuleDto, UpdateAutomationRuleDto } from './dto';
+import { AutomationsService } from './automations.service';
+
+@Controller('automations')
+@UseGuards(JwtAuthGuard, RolesGuard)
+@Roles('owner', 'admin')
+export class AutomationsController {
+  constructor(private readonly automations: AutomationsService) {}
+
+  @Get()
+  list(@CurrentUser() user: { organizationId: string }) {
+    return this.automations.list(user.organizationId);
+  }
+
+  @Post()
+  create(
+    @CurrentUser() user: { organizationId: string },
+    @Body() dto: CreateAutomationRuleDto,
+  ) {
+    return this.automations.create(user.organizationId, dto);
+  }
+
+  @Patch(':id')
+  update(
+    @CurrentUser() user: { organizationId: string },
+    @Param('id') id: string,
+    @Body() dto: UpdateAutomationRuleDto,
+  ) {
+    return this.automations.update(user.organizationId, id, dto);
+  }
+
+  @Delete(':id')
+  async remove(
+    @CurrentUser() user: { organizationId: string },
+    @Param('id') id: string,
+  ) {
+    await this.automations.remove(user.organizationId, id);
+    return { ok: true };
+  }
+}
@@ -0,0 +1,14 @@
+import { Module } from '@nestjs/common';
+import { AuthModule } from '../auth/auth.module';
+import { LoyaltyModule } from '../loyalty/loyalty.module';
+import { NotificationsModule } from '../notifications/notifications.module';
+import { AutomationsController } from './automations.controller';
+import { AutomationsService } from './automations.service';
+
+@Module({
+  imports: [AuthModule, NotificationsModule, LoyaltyModule],
+  controllers: [AutomationsController],
+  providers: [AutomationsService],
+  exports: [AutomationsService],
+})
+export class AutomationsModule {}
@@ -0,0 +1,223 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+import type {
+  AutomationAction,
+  AutomationRuleConfig,
+  AutomationRuleDto,
+  AutomationTrigger,
+  CreateAutomationRuleRequest,
+  UpdateAutomationRuleRequest,
+} 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';
+
+export type AutomationContext = {
+  organizationId: string;
+  entityType: 'deal' | 'ticket';
+  entityId: string;
+  title: string;
+  personId?: string | null;
+  companyId?: string | null;
+  dealId?: string | null;
+  ownerId?: string | null;
+  assigneeId?: string | null;
+};
+
+@Injectable()
+export class AutomationsService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly notifications: NotificationsService,
+    private readonly loyalty: LoyaltyService,
+  ) {}
+
+  async list(organizationId: string): Promise<AutomationRuleDto[]> {
+    const rows = await this.prisma.automationRule.findMany({
+      where: { organizationId },
+      orderBy: [{ isActive: 'desc' }, { updatedAt: 'desc' }],
+    });
+    return rows.map((r) => this.toDto(r));
+  }
+
+  async create(
+    organizationId: string,
+    dto: CreateAutomationRuleRequest,
+  ): Promise<AutomationRuleDto> {
+    const row = await this.prisma.automationRule.create({
+      data: {
+        organizationId,
+        name: dto.name.trim(),
+        trigger: dto.trigger,
+        action: dto.action,
+        isActive: dto.isActive ?? true,
+        config: (dto.config ?? {}) as Prisma.InputJsonValue,
+      },
+    });
+    return this.toDto(row);
+  }
+
+  async update(
+    organizationId: string,
+    id: string,
+    dto: UpdateAutomationRuleRequest,
+  ): Promise<AutomationRuleDto> {
+    const existing = await this.prisma.automationRule.findFirst({
+      where: { id, organizationId },
+    });
+    if (!existing) throw new NotFoundException('قانون پیدا نشد');
+
+    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 }
+          : {}),
+      },
+    });
+    return this.toDto(row);
+  }
+
+  async remove(organizationId: string, id: string): Promise<void> {
+    const existing = await this.prisma.automationRule.findFirst({
+      where: { id, organizationId },
+    });
+    if (!existing) throw new NotFoundException('قانون پیدا نشد');
+    await this.prisma.automationRule.delete({ where: { id } });
+  }
+
+  async runTrigger(
+    trigger: AutomationTrigger,
+    ctx: AutomationContext,
+  ): Promise<void> {
+    const rules = await this.prisma.automationRule.findMany({
+      where: {
+        organizationId: ctx.organizationId,
+        isActive: true,
+        trigger,
+      },
+    });
+    for (const rule of rules) {
+      try {
+        await this.execute(rule.action as AutomationAction, asConfig(rule.config), ctx);
+      } catch {
+        // قوانین نباید شکست عملیات اصلی را ایجاد کنند
+      }
+    }
+  }
+
+  private async execute(
+    action: AutomationAction,
+    config: AutomationRuleConfig,
+    ctx: AutomationContext,
+  ) {
+    const title =
+      (config.title?.trim() || defaultTitle(action, ctx.title)).slice(0, 200);
+
+    if (action === 'create_activity') {
+      const assigneeId =
+        config.assigneeId?.trim() ||
+        ctx.assigneeId ||
+        ctx.ownerId ||
+        null;
+      await this.prisma.activity.create({
+        data: {
+          organizationId: ctx.organizationId,
+          type: (config.activityType as never) || 'task',
+          title,
+          description: config.body?.trim() || null,
+          personId: ctx.personId ?? null,
+          companyId: ctx.companyId ?? null,
+          dealId: ctx.dealId ?? (ctx.entityType === 'deal' ? ctx.entityId : null),
+          assigneeId,
+        },
+      });
+      if (assigneeId) {
+        await this.notifications.create({
+          organizationId: ctx.organizationId,
+          userId: assigneeId,
+          type: 'automation',
+          title: 'فعالیت خودکار',
+          body: title,
+          link:
+            ctx.entityType === 'deal'
+              ? `/deals/${ctx.entityId}`
+              : `/tickets/${ctx.entityId}`,
+          entityType: ctx.entityType,
+          entityId: ctx.entityId,
+        });
+      }
+      return;
+    }
+
+    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,
+      });
+      return;
+    }
+
+    if (action === 'add_loyalty_points') {
+      const points = Math.max(1, Math.trunc(config.points ?? 100));
+      if (!ctx.personId) return;
+      await this.loyalty.addPointsByOrg(
+        ctx.organizationId,
+        ctx.personId,
+        points,
+      );
+    }
+  }
+
+  private toDto(row: {
+    id: string;
+    name: string;
+    isActive: boolean;
+    trigger: string;
+    action: string;
+    config: unknown;
+    createdAt: Date;
+    updatedAt: Date;
+  }): AutomationRuleDto {
+    return {
+      id: row.id,
+      name: row.name,
+      isActive: row.isActive,
+      trigger: row.trigger as AutomationTrigger,
+      action: row.action as AutomationAction,
+      config: asConfig(row.config),
+      createdAt: row.createdAt.toISOString(),
+      updatedAt: row.updatedAt.toISOString(),
+    };
+  }
+}
+
+function asConfig(raw: unknown): AutomationRuleConfig {
+  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return {};
+  return raw as AutomationRuleConfig;
+}
+
+function defaultTitle(action: AutomationAction, entityTitle: string) {
+  if (action === 'create_activity') return `پیگیری خودکار: ${entityTitle}`;
+  if (action === 'create_notification') return `اتوماسیون: ${entityTitle}`;
+  return entityTitle;
+}
@@ -0,0 +1,97 @@
+import { Type } from 'class-transformer';
+import {
+  IsBoolean,
+  IsIn,
+  IsInt,
+  IsObject,
+  IsOptional,
+  IsString,
+  MaxLength,
+  Min,
+  MinLength,
+  ValidateIf,
+} from 'class-validator';
+
+const TRIGGERS = ['deal_won', 'ticket_resolved'] as const;
+const ACTIONS = [
+  'create_activity',
+  'create_notification',
+  'add_loyalty_points',
+] as const;
+
+export class CreateAutomationRuleDto {
+  @IsString()
+  @MinLength(2)
+  @MaxLength(120)
+  name!: string;
+
+  @IsIn(TRIGGERS)
+  trigger!: (typeof TRIGGERS)[number];
+
+  @IsIn(ACTIONS)
+  action!: (typeof ACTIONS)[number];
+
+  @IsOptional()
+  @IsBoolean()
+  isActive?: boolean;
+
+  @IsOptional()
+  @IsObject()
+  config?: Record<string, unknown>;
+}
+
+export class UpdateAutomationRuleDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(2)
+  @MaxLength(120)
+  name?: string;
+
+  @IsOptional()
+  @IsIn(TRIGGERS)
+  trigger?: (typeof TRIGGERS)[number];
+
+  @IsOptional()
+  @IsIn(ACTIONS)
+  action?: (typeof ACTIONS)[number];
+
+  @IsOptional()
+  @IsBoolean()
+  isActive?: boolean;
+
+  @IsOptional()
+  @IsObject()
+  config?: Record<string, unknown>;
+}
+
+export class AutomationConfigDto {
+  @IsOptional()
+  @IsString()
+  @MaxLength(200)
+  title?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(1000)
+  body?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  assigneeId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  notifyUserId?: string | null;
+
+  @IsOptional()
+  @IsIn(['call', 'meeting', 'task', 'note'])
+  activityType?: string;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(1)
+  points?: number;
+}