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>

apps/api/prisma/migrations/20260830090000_project_loyalty_automation/migration.sql

@@ -0,0 +1,112 @@
+-- CreateEnum
+CREATE TYPE "AutomationTrigger" AS ENUM ('deal_won', 'ticket_resolved');
+
+-- CreateEnum
+CREATE TYPE "AutomationAction" AS ENUM ('create_activity', 'create_notification', 'add_loyalty_points');
+
+-- CreateTable
+CREATE TABLE "ProjectBoard" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "isDefault" BOOLEAN NOT NULL DEFAULT false,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ProjectBoard_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "ProjectBoardStage" (
+    "id" TEXT NOT NULL,
+    "boardId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "position" INTEGER NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ProjectBoardStage_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "ProjectCard" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "boardId" TEXT NOT NULL,
+    "stageId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "notes" TEXT,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "personId" TEXT,
+    "companyId" TEXT,
+    "dealId" TEXT,
+    "ownerId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ProjectCard_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "LoyaltyTier" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "minPoints" INTEGER NOT NULL DEFAULT 0,
+    "position" INTEGER NOT NULL DEFAULT 0,
+    "color" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "LoyaltyTier_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "AutomationRule" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "trigger" "AutomationTrigger" NOT NULL,
+    "action" "AutomationAction" NOT NULL,
+    "config" JSONB NOT NULL DEFAULT '{}',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "AutomationRule_pkey" PRIMARY KEY ("id")
+);
+
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN "loyaltyPoints" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "Person" ADD COLUMN "loyaltyTierId" TEXT;
+
+-- CreateIndex
+CREATE INDEX "ProjectBoard_organizationId_idx" ON "ProjectBoard"("organizationId");
+CREATE INDEX "ProjectBoard_organizationId_isDefault_idx" ON "ProjectBoard"("organizationId", "isDefault");
+CREATE INDEX "ProjectBoardStage_boardId_position_idx" ON "ProjectBoardStage"("boardId", "position");
+CREATE INDEX "ProjectCard_organizationId_idx" ON "ProjectCard"("organizationId");
+CREATE INDEX "ProjectCard_boardId_stageId_idx" ON "ProjectCard"("boardId", "stageId");
+CREATE INDEX "ProjectCard_stageId_position_idx" ON "ProjectCard"("stageId", "position");
+CREATE INDEX "ProjectCard_personId_idx" ON "ProjectCard"("personId");
+CREATE INDEX "ProjectCard_companyId_idx" ON "ProjectCard"("companyId");
+CREATE INDEX "ProjectCard_dealId_idx" ON "ProjectCard"("dealId");
+CREATE INDEX "ProjectCard_ownerId_idx" ON "ProjectCard"("ownerId");
+CREATE INDEX "LoyaltyTier_organizationId_position_idx" ON "LoyaltyTier"("organizationId", "position");
+CREATE INDEX "LoyaltyTier_organizationId_minPoints_idx" ON "LoyaltyTier"("organizationId", "minPoints");
+CREATE INDEX "AutomationRule_organizationId_isActive_trigger_idx" ON "AutomationRule"("organizationId", "isActive", "trigger");
+CREATE INDEX "Person_organizationId_loyaltyPoints_idx" ON "Person"("organizationId", "loyaltyPoints");
+CREATE INDEX "Person_loyaltyTierId_idx" ON "Person"("loyaltyTierId");
+
+-- AddForeignKey
+ALTER TABLE "Person" ADD CONSTRAINT "Person_loyaltyTierId_fkey" FOREIGN KEY ("loyaltyTierId") REFERENCES "LoyaltyTier"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "ProjectBoard" ADD CONSTRAINT "ProjectBoard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "ProjectBoardStage" ADD CONSTRAINT "ProjectBoardStage_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ProjectBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_boardId_fkey" FOREIGN KEY ("boardId") REFERENCES "ProjectBoard"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_stageId_fkey" FOREIGN KEY ("stageId") REFERENCES "ProjectBoardStage"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_dealId_fkey" FOREIGN KEY ("dealId") REFERENCES "Deal"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "ProjectCard" ADD CONSTRAINT "ProjectCard_ownerId_fkey" FOREIGN KEY ("ownerId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+ALTER TABLE "LoyaltyTier" ADD CONSTRAINT "LoyaltyTier_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+ALTER TABLE "AutomationRule" ADD CONSTRAINT "AutomationRule_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/schema.prisma

@@ -92,6 +92,17 @@ enum TicketPriority {
   urgent
 }
 
+enum AutomationTrigger {
+  deal_won
+  ticket_resolved
+}
+
+enum AutomationAction {
+  create_activity
+  create_notification
+  add_loyalty_points
+}
+
 model Organization {
   id                String                   @id @default(cuid())
   name              String
@@ -119,6 +130,10 @@ model Organization {
   tickets           Ticket[]
   faqArticles       FaqArticle[]
   portalOtps        PortalOtp[]
+  projectBoards     ProjectBoard[]
+  projectCards      ProjectCard[]
+  loyaltyTiers      LoyaltyTier[]
+  automationRules   AutomationRule[]
 }
 
 model User {
@@ -134,6 +149,7 @@ model User {
   ownedInvoices  Invoice[]    @relation("InvoiceOwner")
   ownedPeople    Person[]     @relation("PersonOwner")
   ownedCompanies Company[]    @relation("CompanyOwner")
+  ownedProjectCards ProjectCard[] @relation("ProjectCardOwner")
   activities     Activity[]   @relation("ActivityAssignee")
   notes          Note[]       @relation("NoteAuthor")
   noteAttachments NoteAttachment[] @relation("NoteAttachmentUploader")
@@ -170,6 +186,7 @@ model Company {
   ownerId        String?
   owner          User?        @relation("CompanyOwner", fields: [ownerId], references: [id], onDelete: SetNull)
   tickets        Ticket[]
+  projectCards   ProjectCard[]
   createdAt      DateTime     @default(now())
   updatedAt      DateTime     @updatedAt
 
@@ -194,6 +211,9 @@ model Person {
   position       String?
   notes          String?
   customFields   Json         @default("{}")
+  loyaltyPoints  Int          @default(0)
+  loyaltyTierId  String?
+  loyaltyTier    LoyaltyTier? @relation(fields: [loyaltyTierId], references: [id], onDelete: SetNull)
   deals          Deal[]
   activities     Activity[]
   smartNotes     Note[]
@@ -202,6 +222,7 @@ model Person {
   ownerId        String?
   owner          User?        @relation("PersonOwner", fields: [ownerId], references: [id], onDelete: SetNull)
   tickets        Ticket[]
+  projectCards   ProjectCard[]
   createdAt      DateTime     @default(now())
   updatedAt      DateTime     @updatedAt
 
@@ -209,8 +230,10 @@ model Person {
   @@index([organizationId, email])
   @@index([organizationId, mobile])
   @@index([organizationId, lastName, firstName])
+  @@index([organizationId, loyaltyPoints])
   @@index([companyId])
   @@index([ownerId])
+  @@index([loyaltyTierId])
 }
 
 model Pipeline {
@@ -276,6 +299,7 @@ model Deal {
   quotes         Quote[]
   invoices       Invoice[]
   tickets        Ticket[]
+  projectCards   ProjectCard[]
   createdAt      DateTime        @default(now())
   updatedAt      DateTime        @updatedAt
 
@@ -736,3 +760,95 @@ model PortalOtp {
   @@index([organizationId, mobile, createdAt])
   @@index([expiresAt])
 }
+
+/// برد کانبان برای کارهای داخلی / پس‌ازفروش (جدا از کاریز فروش)
+model ProjectBoard {
+  id             String             @id @default(cuid())
+  organizationId String
+  organization   Organization       @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  name           String
+  isDefault      Boolean            @default(false)
+  stages         ProjectBoardStage[]
+  cards          ProjectCard[]
+  createdAt      DateTime           @default(now())
+  updatedAt      DateTime           @updatedAt
+
+  @@index([organizationId])
+  @@index([organizationId, isDefault])
+}
+
+model ProjectBoardStage {
+  id        String       @id @default(cuid())
+  boardId   String
+  board     ProjectBoard @relation(fields: [boardId], references: [id], onDelete: Cascade)
+  name      String
+  position  Int
+  cards     ProjectCard[]
+  createdAt DateTime     @default(now())
+  updatedAt DateTime     @updatedAt
+
+  @@index([boardId, position])
+}
+
+model ProjectCard {
+  id             String            @id @default(cuid())
+  organizationId String
+  organization   Organization      @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  boardId        String
+  board          ProjectBoard      @relation(fields: [boardId], references: [id], onDelete: Cascade)
+  stageId        String
+  stage          ProjectBoardStage @relation(fields: [stageId], references: [id], onDelete: Restrict)
+  title          String
+  notes          String?
+  position       Int               @default(0)
+  personId       String?
+  person         Person?           @relation(fields: [personId], references: [id], onDelete: SetNull)
+  companyId      String?
+  company        Company?          @relation(fields: [companyId], references: [id], onDelete: SetNull)
+  dealId         String?
+  deal           Deal?             @relation(fields: [dealId], references: [id], onDelete: SetNull)
+  ownerId        String?
+  owner          User?             @relation("ProjectCardOwner", fields: [ownerId], references: [id], onDelete: SetNull)
+  createdAt      DateTime          @default(now())
+  updatedAt      DateTime          @updatedAt
+
+  @@index([organizationId])
+  @@index([boardId, stageId])
+  @@index([stageId, position])
+  @@index([personId])
+  @@index([companyId])
+  @@index([dealId])
+  @@index([ownerId])
+}
+
+model LoyaltyTier {
+  id             String       @id @default(cuid())
+  organizationId String
+  organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  name           String
+  minPoints      Int          @default(0)
+  position       Int          @default(0)
+  color          String?
+  people         Person[]
+  createdAt      DateTime     @default(now())
+  updatedAt      DateTime     @updatedAt
+
+  @@index([organizationId, position])
+  @@index([organizationId, minPoints])
+}
+
+model AutomationRule {
+  id             String            @id @default(cuid())
+  organizationId String
+  organization   Organization      @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  name           String
+  isActive       Boolean           @default(true)
+  trigger        AutomationTrigger
+  action         AutomationAction
+  /// عنوان فعالیت/اعلان، assigneeId، notifyUserId، points، activityType
+  config         Json              @default("{}")
+  createdAt      DateTime          @default(now())
+  updatedAt      DateTime          @updatedAt
+
+  @@index([organizationId, isActive, trigger])
+}

apps/api/src/app.module.ts

@@ -21,6 +21,9 @@ import { TicketsModule } from './tickets/tickets.module';
 import { FaqModule } from './faq/faq.module';
 import { PortalModule } from './portal/portal.module';
 import { ReportsModule } from './reports/reports.module';
+import { ProjectBoardsModule } from './project-boards/project-boards.module';
+import { LoyaltyModule } from './loyalty/loyalty.module';
+import { AutomationsModule } from './automations/automations.module';
 
 @Module({
   imports: [
@@ -49,6 +52,9 @@ import { ReportsModule } from './reports/reports.module';
     FaqModule,
     PortalModule,
     ReportsModule,
+    ProjectBoardsModule,
+    LoyaltyModule,
+    AutomationsModule,
   ],
 })
 export class AppModule {}

apps/api/src/automations/automations.controller.ts

@@ -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 };
+  }
+}

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

@@ -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 {}

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

@@ -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;
+}

apps/api/src/automations/dto.ts

@@ -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;
+}

apps/api/src/contacts/people.service.ts

@@ -27,6 +27,9 @@ import {
 const personInclude = {
   company: { select: { id: true, name: true } },
   owner: { select: { id: true, fullName: true } },
+  loyaltyTier: {
+    select: { id: true, name: true, minPoints: true, color: true },
+  },
 } satisfies Prisma.PersonInclude;
 
 type PersonRow = {
@@ -39,10 +42,17 @@ type PersonRow = {
   position: string | null;
   notes: string | null;
   customFields: unknown;
+  loyaltyPoints: number;
   createdAt: Date;
   updatedAt: Date;
   company: { id: string; name: string } | null;
   owner: { id: string; fullName: string } | null;
+  loyaltyTier: {
+    id: string;
+    name: string;
+    minPoints: number;
+    color: string | null;
+  } | null;
 };
 
 @Injectable()
@@ -229,6 +239,8 @@ export class PeopleService {
       position: row.position,
       notes: row.notes,
       customFields: asCustomFields(row.customFields),
+      loyaltyPoints: row.loyaltyPoints ?? 0,
+      loyaltyTier: row.loyaltyTier,
       company: row.company,
       owner: row.owner,
       createdAt: row.createdAt.toISOString(),

apps/api/src/loyalty/dto.ts

@@ -0,0 +1,60 @@
+import { Type } from 'class-transformer';
+import {
+  IsInt,
+  IsNumber,
+  IsOptional,
+  IsString,
+  MaxLength,
+  Min,
+  MinLength,
+  ValidateIf,
+} from 'class-validator';
+
+export class CreateLoyaltyTierDto {
+  @IsString()
+  @MinLength(2)
+  @MaxLength(80)
+  name!: string;
+
+  @Type(() => Number)
+  @IsInt()
+  @Min(0)
+  minPoints!: number;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(32)
+  color?: string | null;
+}
+
+export class UpdateLoyaltyTierDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(2)
+  @MaxLength(80)
+  name?: string;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(0)
+  minPoints?: number;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(32)
+  color?: string | null;
+}
+
+export class AdjustLoyaltyPointsDto {
+  @Type(() => Number)
+  @IsNumber()
+  delta!: number;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(200)
+  reason?: string;
+}

apps/api/src/loyalty/loyalty.controller.ts

@@ -0,0 +1,73 @@
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  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 type { Actor } from '../common/record-scope';
+import {
+  AdjustLoyaltyPointsDto,
+  CreateLoyaltyTierDto,
+  UpdateLoyaltyTierDto,
+} from './dto';
+import { LoyaltyService } from './loyalty.service';
+
+@Controller('loyalty')
+@UseGuards(JwtAuthGuard, RolesGuard)
+export class LoyaltyController {
+  constructor(private readonly loyalty: LoyaltyService) {}
+
+  @Get('tiers')
+  listTiers(@CurrentUser() user: Actor) {
+    return this.loyalty.listTiers(user.organizationId);
+  }
+
+  @Post('tiers')
+  @Roles('owner', 'admin')
+  createTier(
+    @CurrentUser() user: Actor,
+    @Body() dto: CreateLoyaltyTierDto,
+  ) {
+    return this.loyalty.createTier(user.organizationId, dto);
+  }
+
+  @Patch('tiers/:id')
+  @Roles('owner', 'admin')
+  updateTier(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateLoyaltyTierDto,
+  ) {
+    return this.loyalty.updateTier(user.organizationId, id, dto);
+  }
+
+  @Delete('tiers/:id')
+  @Roles('owner', 'admin')
+  async deleteTier(@CurrentUser() user: Actor, @Param('id') id: string) {
+    await this.loyalty.deleteTier(user.organizationId, id);
+    return { ok: true };
+  }
+
+  @Get('members')
+  listMembers(@CurrentUser() user: Actor, @Query('q') q?: string) {
+    return this.loyalty.listMembers(user, q);
+  }
+
+  @Post('members/:personId/adjust')
+  adjust(
+    @CurrentUser() user: Actor,
+    @Param('personId') personId: string,
+    @Body() dto: AdjustLoyaltyPointsDto,
+  ) {
+    return this.loyalty.adjustPoints(user, personId, dto.delta);
+  }
+}

apps/api/src/loyalty/loyalty.module.ts

@@ -0,0 +1,12 @@
+import { Module } from '@nestjs/common';
+import { AuthModule } from '../auth/auth.module';
+import { LoyaltyController } from './loyalty.controller';
+import { LoyaltyService } from './loyalty.service';
+
+@Module({
+  imports: [AuthModule],
+  controllers: [LoyaltyController],
+  providers: [LoyaltyService],
+  exports: [LoyaltyService],
+})
+export class LoyaltyModule {}

apps/api/src/loyalty/loyalty.service.ts

@@ -0,0 +1,266 @@
+import {
+  BadRequestException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import type {
+  CreateLoyaltyTierRequest,
+  LoyaltyMemberDto,
+  LoyaltyTierDto,
+  UpdateLoyaltyTierRequest,
+} from '@mento/shared';
+import { PrismaService } from '../prisma/prisma.service';
+import { type Actor, ownerWhere } from '../common/record-scope';
+
+const DEFAULT_TIERS = [
+  { name: 'برنزی', minPoints: 0, color: '#b87333' },
+  { name: 'نقره‌ای', minPoints: 500, color: '#9aa0a6' },
+  { name: 'طلایی', minPoints: 2000, color: '#d4af37' },
+] as const;
+
+@Injectable()
+export class LoyaltyService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async ensureDefaultTiers(organizationId: string): Promise<void> {
+    const count = await this.prisma.loyaltyTier.count({
+      where: { organizationId },
+    });
+    if (count > 0) return;
+    await this.prisma.loyaltyTier.createMany({
+      data: DEFAULT_TIERS.map((t, position) => ({
+        organizationId,
+        name: t.name,
+        minPoints: t.minPoints,
+        color: t.color,
+        position,
+      })),
+    });
+  }
+
+  async listTiers(organizationId: string): Promise<LoyaltyTierDto[]> {
+    await this.ensureDefaultTiers(organizationId);
+    const rows = await this.prisma.loyaltyTier.findMany({
+      where: { organizationId },
+      orderBy: [{ minPoints: 'asc' }, { position: 'asc' }],
+      include: { _count: { select: { people: true } } },
+    });
+    return rows.map((r) => ({
+      id: r.id,
+      name: r.name,
+      minPoints: r.minPoints,
+      position: r.position,
+      color: r.color,
+      memberCount: r._count.people,
+    }));
+  }
+
+  async createTier(
+    organizationId: string,
+    dto: CreateLoyaltyTierRequest,
+  ): Promise<LoyaltyTierDto> {
+    await this.ensureDefaultTiers(organizationId);
+    const maxPos = await this.prisma.loyaltyTier.aggregate({
+      where: { organizationId },
+      _max: { position: true },
+    });
+    const row = await this.prisma.loyaltyTier.create({
+      data: {
+        organizationId,
+        name: dto.name.trim(),
+        minPoints: Math.max(0, Math.floor(dto.minPoints)),
+        color: emptyToNull(dto.color),
+        position: (maxPos._max.position ?? -1) + 1,
+      },
+    });
+    await this.recomputeAllTiers(organizationId);
+    return {
+      id: row.id,
+      name: row.name,
+      minPoints: row.minPoints,
+      position: row.position,
+      color: row.color,
+      memberCount: 0,
+    };
+  }
+
+  async updateTier(
+    organizationId: string,
+    id: string,
+    dto: UpdateLoyaltyTierRequest,
+  ): Promise<LoyaltyTierDto> {
+    const existing = await this.prisma.loyaltyTier.findFirst({
+      where: { id, organizationId },
+    });
+    if (!existing) throw new NotFoundException('سطح پیدا نشد');
+
+    const row = await this.prisma.loyaltyTier.update({
+      where: { id },
+      data: {
+        ...(dto.name !== undefined ? { name: dto.name.trim() } : {}),
+        ...(dto.minPoints !== undefined
+          ? { minPoints: Math.max(0, Math.floor(dto.minPoints)) }
+          : {}),
+        ...('color' in dto ? { color: emptyToNull(dto.color ?? null) } : {}),
+      },
+      include: { _count: { select: { people: true } } },
+    });
+    await this.recomputeAllTiers(organizationId);
+    return {
+      id: row.id,
+      name: row.name,
+      minPoints: row.minPoints,
+      position: row.position,
+      color: row.color,
+      memberCount: row._count.people,
+    };
+  }
+
+  async deleteTier(organizationId: string, id: string): Promise<void> {
+    const existing = await this.prisma.loyaltyTier.findFirst({
+      where: { id, organizationId },
+    });
+    if (!existing) throw new NotFoundException('سطح پیدا نشد');
+    await this.prisma.person.updateMany({
+      where: { organizationId, loyaltyTierId: id },
+      data: { loyaltyTierId: null },
+    });
+    await this.prisma.loyaltyTier.delete({ where: { id } });
+    await this.recomputeAllTiers(organizationId);
+  }
+
+  async listMembers(
+    actor: Actor,
+    q?: string,
+  ): Promise<LoyaltyMemberDto[]> {
+    await this.ensureDefaultTiers(actor.organizationId);
+    const rows = await this.prisma.person.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        ...ownerWhere(actor),
+        ...(q?.trim()
+          ? {
+              OR: [
+                { firstName: { contains: q.trim(), mode: 'insensitive' } },
+                { lastName: { contains: q.trim(), mode: 'insensitive' } },
+                { mobile: { contains: q.trim() } },
+                { email: { contains: q.trim(), mode: 'insensitive' } },
+              ],
+            }
+          : {}),
+      },
+      include: {
+        company: { select: { id: true, name: true } },
+        loyaltyTier: {
+          select: { id: true, name: true, minPoints: true, color: true },
+        },
+      },
+      orderBy: [{ loyaltyPoints: 'desc' }, { lastName: 'asc' }],
+      take: 200,
+    });
+    return rows.map((r) => ({
+      id: r.id,
+      fullName: `${r.firstName} ${r.lastName}`.trim(),
+      mobile: r.mobile,
+      email: r.email,
+      loyaltyPoints: r.loyaltyPoints,
+      loyaltyTier: r.loyaltyTier,
+      company: r.company,
+    }));
+  }
+
+  async adjustPoints(
+    actor: Actor,
+    personId: string,
+    delta: number,
+  ): Promise<LoyaltyMemberDto> {
+    if (!Number.isFinite(delta) || delta === 0) {
+      throw new BadRequestException('مقدار امتیاز نامعتبر است');
+    }
+    const person = await this.prisma.person.findFirst({
+      where: {
+        id: personId,
+        organizationId: actor.organizationId,
+        ...ownerWhere(actor),
+      },
+    });
+    if (!person) throw new NotFoundException('شخص پیدا نشد');
+
+    const next = Math.max(0, person.loyaltyPoints + Math.trunc(delta));
+    const tierId = await this.resolveTierId(actor.organizationId, next);
+    const updated = await this.prisma.person.update({
+      where: { id: personId },
+      data: { loyaltyPoints: next, loyaltyTierId: tierId },
+      include: {
+        company: { select: { id: true, name: true } },
+        loyaltyTier: {
+          select: { id: true, name: true, minPoints: true, color: true },
+        },
+      },
+    });
+    return {
+      id: updated.id,
+      fullName: `${updated.firstName} ${updated.lastName}`.trim(),
+      mobile: updated.mobile,
+      email: updated.email,
+      loyaltyPoints: updated.loyaltyPoints,
+      loyaltyTier: updated.loyaltyTier,
+      company: updated.company,
+    };
+  }
+
+  /** برای اتوماسیون — بدون ACL مالکیت */
+  async addPointsByOrg(
+    organizationId: string,
+    personId: string,
+    points: number,
+  ): Promise<void> {
+    if (!personId || !points) return;
+    const person = await this.prisma.person.findFirst({
+      where: { id: personId, organizationId },
+    });
+    if (!person) return;
+    const next = Math.max(0, person.loyaltyPoints + Math.trunc(points));
+    const tierId = await this.resolveTierId(organizationId, next);
+    await this.prisma.person.update({
+      where: { id: personId },
+      data: { loyaltyPoints: next, loyaltyTierId: tierId },
+    });
+  }
+
+  async resolveTierId(
+    organizationId: string,
+    points: number,
+  ): Promise<string | null> {
+    await this.ensureDefaultTiers(organizationId);
+    const tier = await this.prisma.loyaltyTier.findFirst({
+      where: { organizationId, minPoints: { lte: points } },
+      orderBy: { minPoints: 'desc' },
+    });
+    return tier?.id ?? null;
+  }
+
+  private async recomputeAllTiers(organizationId: string) {
+    const people = await this.prisma.person.findMany({
+      where: { organizationId },
+      select: { id: true, loyaltyPoints: true },
+    });
+    const tiers = await this.prisma.loyaltyTier.findMany({
+      where: { organizationId },
+      orderBy: { minPoints: 'desc' },
+    });
+    for (const p of people) {
+      const tier = tiers.find((t) => t.minPoints <= p.loyaltyPoints) ?? null;
+      await this.prisma.person.update({
+        where: { id: p.id },
+        data: { loyaltyTierId: tier?.id ?? null },
+      });
+    }
+  }
+}
+
+function emptyToNull(v?: string | null) {
+  if (v == null) return null;
+  const t = v.trim();
+  return t ? t : null;
+}

apps/api/src/pipelines/deals.service.ts

@@ -15,6 +15,7 @@ import { PrismaService } from '../prisma/prisma.service';
 import { PipelinesService } from './pipelines.service';
 import { toJsonCustomFields } from '../common/custom-fields';
 import { NotificationsService } from '../notifications/notifications.service';
+import { AutomationsService } from '../automations/automations.service';
 import {
   type Actor,
   canReassignOwner,
@@ -37,6 +38,7 @@ export class DealsService {
     private readonly prisma: PrismaService,
     private readonly pipelines: PipelinesService,
     private readonly notifications: NotificationsService,
+    private readonly automations: AutomationsService,
   ) {}
 
   async get(
@@ -240,6 +242,9 @@ export class DealsService {
         pipelineId: true,
         stageId: true,
         ownerId: true,
+        status: true,
+        personId: true,
+        companyId: true,
       },
     });
     if (!deal) throw new NotFoundException('معامله پیدا نشد');
@@ -285,6 +290,19 @@ export class DealsService {
       });
     }
 
+    if (status === 'won' && deal.status !== 'won') {
+      await this.automations.runTrigger('deal_won', {
+        organizationId,
+        entityType: 'deal',
+        entityId: deal.id,
+        title: deal.title,
+        personId: deal.personId,
+        companyId: deal.companyId,
+        dealId: deal.id,
+        ownerId: deal.ownerId,
+      });
+    }
+
     return this.pipelines.toDealDto(row);
   }
 

apps/api/src/pipelines/pipelines.module.ts

@@ -1,13 +1,14 @@
-import { Module } from '@nestjs/common';
+import { Module, forwardRef } from '@nestjs/common';
 import { DealsController } from './deals.controller';
 import { DealsService } from './deals.service';
 import { PipelinesController } from './pipelines.controller';
 import { PipelinesService } from './pipelines.service';
 import { NotificationsModule } from '../notifications/notifications.module';
 import { AuthModule } from '../auth/auth.module';
+import { AutomationsModule } from '../automations/automations.module';
 
 @Module({
-  imports: [NotificationsModule, AuthModule],
+  imports: [NotificationsModule, AuthModule, forwardRef(() => AutomationsModule)],
   controllers: [PipelinesController, DealsController],
   providers: [PipelinesService, DealsService],
   exports: [PipelinesService, DealsService],

apps/api/src/project-boards/dto.ts

@@ -0,0 +1,101 @@
+import { Type } from 'class-transformer';
+import {
+  IsNumber,
+  IsOptional,
+  IsString,
+  MaxLength,
+  Min,
+  MinLength,
+  ValidateIf,
+} from 'class-validator';
+
+export class CreateProjectBoardDto {
+  @IsString()
+  @MinLength(2)
+  @MaxLength(120)
+  name!: string;
+}
+
+export class CreateProjectCardDto {
+  @IsString()
+  @MinLength(2)
+  @MaxLength(200)
+  title!: string;
+
+  @IsOptional()
+  @IsString()
+  boardId?: string;
+
+  @IsOptional()
+  @IsString()
+  stageId?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  notes?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  personId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  companyId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  dealId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  ownerId?: string | null;
+}
+
+export class UpdateProjectCardDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(2)
+  @MaxLength(200)
+  title?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  notes?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  personId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  companyId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  dealId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  ownerId?: string | null;
+}
+
+export class MoveProjectCardDto {
+  @IsString()
+  stageId!: string;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsNumber()
+  @Min(0)
+  position?: number;
+}

apps/api/src/project-boards/project-boards.controller.ts

@@ -0,0 +1,89 @@
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  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 {
+  CreateProjectBoardDto,
+  CreateProjectCardDto,
+  MoveProjectCardDto,
+  UpdateProjectCardDto,
+} from './dto';
+import { ProjectBoardsService } from './project-boards.service';
+
+type AuthUser = { organizationId: string; userId: string; role: string };
+
+@Controller()
+@UseGuards(JwtAuthGuard, RolesGuard)
+export class ProjectBoardsController {
+  constructor(private readonly boards: ProjectBoardsService) {}
+
+  @Get('project-boards')
+  listBoards(@CurrentUser() user: AuthUser) {
+    return this.boards.list(user.organizationId);
+  }
+
+  @Get('project-boards/board')
+  board(
+    @CurrentUser() user: AuthUser,
+    @Query('boardId') boardId?: string,
+  ) {
+    return this.boards.getBoard(user.organizationId, boardId, user);
+  }
+
+  @Post('project-boards')
+  @Roles('owner', 'admin')
+  createBoard(
+    @CurrentUser() user: AuthUser,
+    @Body() dto: CreateProjectBoardDto,
+  ) {
+    return this.boards.create(user.organizationId, dto.name);
+  }
+
+  @Get('project-cards/:id')
+  getCard(@CurrentUser() user: AuthUser, @Param('id') id: string) {
+    return this.boards.getCard(user.organizationId, id, user);
+  }
+
+  @Post('project-cards')
+  createCard(
+    @CurrentUser() user: AuthUser,
+    @Body() dto: CreateProjectCardDto,
+  ) {
+    return this.boards.createCard(user.organizationId, user, dto);
+  }
+
+  @Patch('project-cards/:id')
+  updateCard(
+    @CurrentUser() user: AuthUser,
+    @Param('id') id: string,
+    @Body() dto: UpdateProjectCardDto,
+  ) {
+    return this.boards.updateCard(user.organizationId, id, user, dto);
+  }
+
+  @Patch('project-cards/:id/move')
+  moveCard(
+    @CurrentUser() user: AuthUser,
+    @Param('id') id: string,
+    @Body() dto: MoveProjectCardDto,
+  ) {
+    return this.boards.moveCard(user.organizationId, id, user, dto);
+  }
+
+  @Delete('project-cards/:id')
+  async removeCard(@CurrentUser() user: AuthUser, @Param('id') id: string) {
+    await this.boards.removeCard(user.organizationId, id, user);
+    return { ok: true };
+  }
+}

apps/api/src/project-boards/project-boards.module.ts

@@ -0,0 +1,12 @@
+import { Module } from '@nestjs/common';
+import { AuthModule } from '../auth/auth.module';
+import { ProjectBoardsController } from './project-boards.controller';
+import { ProjectBoardsService } from './project-boards.service';
+
+@Module({
+  imports: [AuthModule],
+  controllers: [ProjectBoardsController],
+  providers: [ProjectBoardsService],
+  exports: [ProjectBoardsService],
+})
+export class ProjectBoardsModule {}

apps/api/src/project-boards/project-boards.service.ts

@@ -0,0 +1,390 @@
+import {
+  BadRequestException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import type {
+  CreateProjectCardRequest,
+  MoveProjectCardRequest,
+  ProjectBoardBoardDto,
+  ProjectBoardDto,
+  ProjectCardDto,
+  UpdateProjectCardRequest,
+} from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import {
+  type Actor,
+  canReassignOwner,
+  ownerWhere,
+  resolveOwnerId,
+} from '../common/record-scope';
+
+const DEFAULT_STAGES = ['صف', 'در حال انجام', 'بازبینی', 'انجام‌شده'] as const;
+
+const cardInclude = {
+  person: { select: { id: true, firstName: true, lastName: true } },
+  company: { select: { id: true, name: true } },
+  deal: { select: { id: true, title: true } },
+  owner: { select: { id: true, fullName: true } },
+} satisfies Prisma.ProjectCardInclude;
+
+type CardActor = Pick<Actor, 'userId' | 'role'>;
+
+@Injectable()
+export class ProjectBoardsService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async ensureDefaultBoard(organizationId: string): Promise<ProjectBoardDto> {
+    const existing = await this.prisma.projectBoard.findFirst({
+      where: { organizationId, isDefault: true },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    if (existing) return this.toBoardDto(existing);
+
+    const created = await this.prisma.projectBoard.create({
+      data: {
+        organizationId,
+        name: 'پروژه داخلی',
+        isDefault: true,
+        stages: {
+          create: DEFAULT_STAGES.map((name, position) => ({ name, position })),
+        },
+      },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    return this.toBoardDto(created);
+  }
+
+  async list(organizationId: string): Promise<ProjectBoardDto[]> {
+    await this.ensureDefaultBoard(organizationId);
+    const rows = await this.prisma.projectBoard.findMany({
+      where: { organizationId },
+      include: { stages: { orderBy: { position: 'asc' } } },
+      orderBy: [{ isDefault: 'desc' }, { name: 'asc' }],
+    });
+    return rows.map((row) => this.toBoardDto(row));
+  }
+
+  async create(organizationId: string, name: string): Promise<ProjectBoardDto> {
+    await this.ensureDefaultBoard(organizationId);
+    const created = await this.prisma.projectBoard.create({
+      data: {
+        organizationId,
+        name: name.trim(),
+        isDefault: false,
+        stages: {
+          create: DEFAULT_STAGES.map((n, position) => ({ name: n, position })),
+        },
+      },
+      include: { stages: { orderBy: { position: 'asc' } } },
+    });
+    return this.toBoardDto(created);
+  }
+
+  async getBoard(
+    organizationId: string,
+    boardId?: string,
+    actor?: CardActor,
+  ): Promise<ProjectBoardBoardDto> {
+    const board = boardId
+      ? await this.prisma.projectBoard.findFirst({
+          where: { id: boardId, organizationId },
+          include: { stages: { orderBy: { position: 'asc' } } },
+        })
+      : null;
+
+    const resolved =
+      board ??
+      (await this.prisma.projectBoard.findFirst({
+        where: { organizationId, isDefault: true },
+        include: { stages: { orderBy: { position: 'asc' } } },
+      }));
+
+    if (!resolved) {
+      const created = await this.ensureDefaultBoard(organizationId);
+      return this.getBoard(organizationId, created.id, actor);
+    }
+
+    const cards = await this.prisma.projectCard.findMany({
+      where: {
+        organizationId,
+        boardId: resolved.id,
+        ...(actor ? ownerWhere(actor) : {}),
+      },
+      include: cardInclude,
+      orderBy: [{ position: 'asc' }, { updatedAt: 'desc' }],
+    });
+
+    const byStage = new Map<string, ProjectCardDto[]>();
+    for (const stage of resolved.stages) byStage.set(stage.id, []);
+    for (const card of cards) {
+      const list = byStage.get(card.stageId);
+      if (list) list.push(this.toCardDto(card));
+    }
+
+    return {
+      board: this.toBoardDto(resolved),
+      stages: resolved.stages.map((stage) => ({
+        id: stage.id,
+        name: stage.name,
+        position: stage.position,
+        cards: byStage.get(stage.id) ?? [],
+      })),
+    };
+  }
+
+  async getCard(
+    organizationId: string,
+    id: string,
+    actor: CardActor,
+  ): Promise<ProjectCardDto> {
+    const row = await this.prisma.projectCard.findFirst({
+      where: { id, organizationId, ...ownerWhere(actor) },
+      include: cardInclude,
+    });
+    if (!row) throw new NotFoundException('کارت پیدا نشد');
+    return this.toCardDto(row);
+  }
+
+  async createCard(
+    organizationId: string,
+    actor: CardActor,
+    dto: CreateProjectCardRequest,
+  ): Promise<ProjectCardDto> {
+    const board =
+      dto.boardId != null
+        ? await this.prisma.projectBoard.findFirst({
+            where: { id: dto.boardId, organizationId },
+            include: { stages: { orderBy: { position: 'asc' } } },
+          })
+        : null;
+
+    const resolved =
+      board ??
+      (await this.prisma.projectBoard.findFirst({
+        where: { organizationId, isDefault: true },
+        include: { stages: { orderBy: { position: 'asc' } } },
+      }));
+
+    if (!resolved) {
+      await this.ensureDefaultBoard(organizationId);
+      return this.createCard(organizationId, actor, dto);
+    }
+
+    const stage =
+      (dto.stageId
+        ? resolved.stages.find((s) => s.id === dto.stageId)
+        : resolved.stages[0]) ?? resolved.stages[0];
+
+    if (!stage) throw new BadRequestException('برد مرحله‌ای ندارد');
+
+    await this.assertLinks(
+      organizationId,
+      actor,
+      dto.personId,
+      dto.companyId,
+      dto.dealId,
+    );
+
+    const maxPos = await this.prisma.projectCard.aggregate({
+      where: { organizationId, stageId: stage.id },
+      _max: { position: true },
+    });
+
+    const created = await this.prisma.projectCard.create({
+      data: {
+        organizationId,
+        boardId: resolved.id,
+        stageId: stage.id,
+        title: dto.title.trim(),
+        notes: emptyToNull(dto.notes),
+        personId: emptyToNull(dto.personId),
+        companyId: emptyToNull(dto.companyId),
+        dealId: emptyToNull(dto.dealId),
+        ownerId: resolveOwnerId(actor, dto.ownerId),
+        position: (maxPos._max.position ?? -1) + 1,
+      },
+      include: cardInclude,
+    });
+    return this.toCardDto(created);
+  }
+
+  async updateCard(
+    organizationId: string,
+    id: string,
+    actor: CardActor,
+    dto: UpdateProjectCardRequest,
+  ): Promise<ProjectCardDto> {
+    const existing = await this.prisma.projectCard.findFirst({
+      where: { id, organizationId, ...ownerWhere(actor) },
+    });
+    if (!existing) throw new NotFoundException('کارت پیدا نشد');
+
+    if ('personId' in dto || 'companyId' in dto || 'dealId' in dto) {
+      await this.assertLinks(
+        organizationId,
+        actor,
+        dto.personId ?? existing.personId,
+        dto.companyId ?? existing.companyId,
+        dto.dealId ?? existing.dealId,
+      );
+    }
+
+    const data: Prisma.ProjectCardUncheckedUpdateInput = {};
+    if (dto.title !== undefined) data.title = dto.title.trim();
+    if ('notes' in dto) data.notes = emptyToNull(dto.notes ?? null);
+    if ('personId' in dto) data.personId = emptyToNull(dto.personId ?? null);
+    if ('companyId' in dto) data.companyId = emptyToNull(dto.companyId ?? null);
+    if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
+    if ('ownerId' in dto) {
+      if (!canReassignOwner(actor.role) && dto.ownerId !== existing.ownerId) {
+        throw new BadRequestException('تغییر مسئول مجاز نیست');
+      }
+      data.ownerId = emptyToNull(dto.ownerId ?? null);
+    }
+
+    const row = await this.prisma.projectCard.update({
+      where: { id },
+      data,
+      include: cardInclude,
+    });
+    return this.toCardDto(row);
+  }
+
+  async moveCard(
+    organizationId: string,
+    id: string,
+    actor: CardActor,
+    dto: MoveProjectCardRequest,
+  ): Promise<ProjectCardDto> {
+    const card = await this.prisma.projectCard.findFirst({
+      where: { id, organizationId, ...ownerWhere(actor) },
+      select: { id: true, boardId: true },
+    });
+    if (!card) throw new NotFoundException('کارت پیدا نشد');
+
+    const stage = await this.prisma.projectBoardStage.findFirst({
+      where: { id: dto.stageId, boardId: card.boardId },
+    });
+    if (!stage) throw new BadRequestException('مرحله در این برد معتبر نیست');
+
+    const position =
+      dto.position ??
+      ((
+        await this.prisma.projectCard.aggregate({
+          where: { organizationId, stageId: stage.id, NOT: { id } },
+          _max: { position: true },
+        })
+      )._max.position ?? -1) + 1;
+
+    const row = await this.prisma.projectCard.update({
+      where: { id },
+      data: { stageId: stage.id, position },
+      include: cardInclude,
+    });
+    return this.toCardDto(row);
+  }
+
+  async removeCard(
+    organizationId: string,
+    id: string,
+    actor: CardActor,
+  ): Promise<void> {
+    const found = await this.prisma.projectCard.findFirst({
+      where: { id, organizationId, ...ownerWhere(actor) },
+      select: { id: true },
+    });
+    if (!found) throw new NotFoundException('کارت پیدا نشد');
+    await this.prisma.projectCard.delete({ where: { id } });
+  }
+
+  toCardDto(row: {
+    id: string;
+    title: string;
+    notes: string | null;
+    position: number;
+    boardId: string;
+    stageId: string;
+    createdAt: Date;
+    updatedAt: Date;
+    person: { id: string; firstName: string; lastName: string } | null;
+    company: { id: string; name: string } | null;
+    deal: { id: string; title: string } | null;
+    owner: { id: string; fullName: string } | null;
+  }): ProjectCardDto {
+    return {
+      id: row.id,
+      title: row.title,
+      notes: row.notes,
+      position: row.position,
+      boardId: row.boardId,
+      stageId: row.stageId,
+      person: row.person
+        ? {
+            id: row.person.id,
+            fullName: `${row.person.firstName} ${row.person.lastName}`.trim(),
+          }
+        : null,
+      company: row.company,
+      deal: row.deal,
+      owner: row.owner,
+      createdAt: row.createdAt.toISOString(),
+      updatedAt: row.updatedAt.toISOString(),
+    };
+  }
+
+  private toBoardDto(row: {
+    id: string;
+    name: string;
+    isDefault: boolean;
+    stages: Array<{ id: string; name: string; position: number }>;
+  }): ProjectBoardDto {
+    return {
+      id: row.id,
+      name: row.name,
+      isDefault: row.isDefault,
+      stages: row.stages.map((s) => ({
+        id: s.id,
+        name: s.name,
+        position: s.position,
+      })),
+    };
+  }
+
+  private async assertLinks(
+    organizationId: string,
+    actor: CardActor,
+    personId?: string | null,
+    companyId?: string | null,
+    dealId?: string | null,
+  ) {
+    if (personId) {
+      const p = await this.prisma.person.findFirst({
+        where: { id: personId, organizationId, ...ownerWhere(actor) },
+        select: { id: true },
+      });
+      if (!p) throw new BadRequestException('شخص معتبر نیست');
+    }
+    if (companyId) {
+      const c = await this.prisma.company.findFirst({
+        where: { id: companyId, organizationId, ...ownerWhere(actor) },
+        select: { id: true },
+      });
+      if (!c) throw new BadRequestException('شرکت معتبر نیست');
+    }
+    if (dealId) {
+      const d = await this.prisma.deal.findFirst({
+        where: { id: dealId, organizationId, ...ownerWhere(actor) },
+        select: { id: true },
+      });
+      if (!d) throw new BadRequestException('معامله معتبر نیست');
+    }
+  }
+}
+
+function emptyToNull(v?: string | null) {
+  if (v == null) return null;
+  const t = v.trim();
+  return t ? t : null;
+}

apps/api/src/tickets/tickets.module.ts

@@ -1,10 +1,11 @@
-import { Module } from '@nestjs/common';
+import { Module, forwardRef } from '@nestjs/common';
 import { NotificationsModule } from '../notifications/notifications.module';
+import { AutomationsModule } from '../automations/automations.module';
 import { TicketsController } from './tickets.controller';
 import { TicketsService } from './tickets.service';
 
 @Module({
-  imports: [NotificationsModule],
+  imports: [NotificationsModule, forwardRef(() => AutomationsModule)],
   controllers: [TicketsController],
   providers: [TicketsService],
   exports: [TicketsService],

apps/api/src/tickets/tickets.service.ts

@@ -20,6 +20,7 @@ import {
   ticketAccessWhere,
 } from '../common/record-scope';
 import { NotificationsService } from '../notifications/notifications.service';
+import { AutomationsService } from '../automations/automations.service';
 
 const include = {
   person: { select: { id: true, firstName: true, lastName: true } },
@@ -40,6 +41,7 @@ export class TicketsService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly notifications: NotificationsService,
+    private readonly automations: AutomationsService,
   ) {}
 
   async list(
@@ -325,6 +327,25 @@ export class TicketsService {
     }
 
     await this.prisma.ticket.update({ where: { id }, data });
+
+    const becameResolved =
+      (dto.status === 'resolved' || dto.status === 'closed') &&
+      existing.status !== 'resolved' &&
+      existing.status !== 'closed';
+    if (becameResolved) {
+      await this.automations.runTrigger('ticket_resolved', {
+        organizationId: actor.organizationId,
+        entityType: 'ticket',
+        entityId: existing.id,
+        title: existing.subject,
+        personId: existing.personId,
+        companyId: existing.companyId,
+        dealId: existing.dealId,
+        assigneeId: existing.assigneeId,
+        ownerId: existing.assigneeId,
+      });
+    }
+
     return this.get(actor, id);
   }
 

apps/web/src/layouts/AppLayout.vue

@@ -190,6 +190,8 @@ onUnmounted(() => {
         <RouterLink to="/activities">فعالیت‌ها</RouterLink>
         <RouterLink to="/activities/calendar">تقویم فعالیت‌ها</RouterLink>
         <RouterLink to="/pipeline">کاریز فروش</RouterLink>
+        <RouterLink to="/projects">کاریز پروژه</RouterLink>
+        <RouterLink to="/loyalty">باشگاه مشتریان</RouterLink>
         <RouterLink to="/sales/forecast">هدف و پیش‌بینی</RouterLink>
         <RouterLink to="/reports">گزارشات</RouterLink>
         <RouterLink to="/tickets">تیکت‌ها</RouterLink>
@@ -199,6 +201,7 @@ onUnmounted(() => {
         <RouterLink to="/notes">یادداشت‌ها</RouterLink>
         <template v-if="canSettings">
           <RouterLink to="/settings/team">تیم و نقش‌ها</RouterLink>
+          <RouterLink to="/settings/automations">اتوماسیون</RouterLink>
           <RouterLink to="/settings/lead-forms">فرم‌ساز سرنخ</RouterLink>
           <RouterLink to="/settings/custom-fields">فیلدهای سفارشی</RouterLink>
           <RouterLink to="/settings/products">محصولات</RouterLink>

apps/web/src/router/index.ts

@@ -118,6 +118,26 @@ export const router = createRouter({
           name: 'pipeline',
           component: () => import('@/views/PipelineBoardView.vue'),
         },
+        {
+          path: 'projects',
+          name: 'projects',
+          component: () => import('@/views/ProjectBoardView.vue'),
+        },
+        {
+          path: 'project-cards/new',
+          name: 'project-card-new',
+          component: () => import('@/views/ProjectCardFormView.vue'),
+        },
+        {
+          path: 'project-cards/:id',
+          name: 'project-card-detail',
+          component: () => import('@/views/ProjectCardFormView.vue'),
+        },
+        {
+          path: 'loyalty',
+          name: 'loyalty',
+          component: () => import('@/views/LoyaltyClubView.vue'),
+        },
         {
           path: 'deals/new',
           name: 'deal-new',
@@ -138,6 +158,12 @@ export const router = createRouter({
           name: 'notes',
           component: () => import('@/views/NotesView.vue'),
         },
+        {
+          path: 'settings/automations',
+          name: 'automations',
+          component: () => import('@/views/AutomationsSettingsView.vue'),
+          meta: { roles: ['owner', 'admin'] as UserRole[] },
+        },
         {
           path: 'settings/lead-forms',
           name: 'lead-forms',

apps/web/src/views/AutomationsSettingsView.vue

@@ -0,0 +1,347 @@
+<script setup lang="ts">
+import { onMounted, ref } from 'vue';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import type {
+  AutomationAction,
+  AutomationRuleDto,
+  AutomationTrigger,
+  CreateAutomationRuleRequest,
+} from '@mento/shared';
+
+const AUTOMATION_TRIGGER_LABELS: Record<AutomationTrigger, string> = {
+  deal_won: 'معامله برنده شد',
+  ticket_resolved: 'تیکت حل شد',
+};
+
+const AUTOMATION_ACTION_LABELS: Record<AutomationAction, string> = {
+  create_activity: 'ساخت فعالیت',
+  create_notification: 'ارسال اعلان',
+  add_loyalty_points: 'افزودن امتیاز باشگاه',
+};
+
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const ok = ref('');
+const items = ref<AutomationRuleDto[]>([]);
+
+const editingId = ref<string | null>(null);
+const name = ref('');
+const trigger = ref<AutomationTrigger>('deal_won');
+const action = ref<AutomationAction>('create_activity');
+const isActive = ref(true);
+const title = ref('');
+const body = ref('');
+const points = ref(100);
+
+const triggers = Object.keys(AUTOMATION_TRIGGER_LABELS) as AutomationTrigger[];
+const actions = Object.keys(AUTOMATION_ACTION_LABELS) as AutomationAction[];
+
+function resetForm() {
+  editingId.value = null;
+  name.value = '';
+  trigger.value = 'deal_won';
+  action.value = 'create_activity';
+  isActive.value = true;
+  title.value = '';
+  body.value = '';
+  points.value = 100;
+}
+
+function startEdit(row: AutomationRuleDto) {
+  editingId.value = row.id;
+  name.value = row.name;
+  trigger.value = row.trigger;
+  action.value = row.action;
+  isActive.value = row.isActive;
+  title.value = row.config.title ?? '';
+  body.value = row.config.body ?? '';
+  points.value = row.config.points ?? 100;
+  ok.value = '';
+}
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<AutomationRuleDto[]>('/automations');
+    items.value = data;
+  } catch (e) {
+    if (axios.isAxiosError(e) && !e.response) {
+      error.value = 'اتصال به API برقرار نشد.';
+    } else {
+      error.value = 'بارگذاری اتوماسیون ناموفق بود.';
+    }
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function save() {
+  if (name.value.trim().length < 2) {
+    error.value = 'نام قانون را وارد کنید.';
+    return;
+  }
+  saving.value = true;
+  error.value = '';
+  ok.value = '';
+  try {
+    const payload: CreateAutomationRuleRequest = {
+      name: name.value.trim(),
+      trigger: trigger.value,
+      action: action.value,
+      isActive: isActive.value,
+      config: {
+        title: title.value.trim() || undefined,
+        body: body.value.trim() || undefined,
+        points:
+          action.value === 'add_loyalty_points'
+            ? Math.max(1, Math.floor(points.value))
+            : undefined,
+      },
+    };
+    if (editingId.value) {
+      await api.patch(`/automations/${editingId.value}`, payload);
+      ok.value = 'قانون به‌روز شد.';
+    } else {
+      await api.post('/automations', payload);
+      ok.value = 'قانون ساخته شد.';
+    }
+    resetForm();
+    await load();
+  } catch {
+    error.value = 'ذخیره قانون ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function removeRule(id: string) {
+  if (!confirm('قانون حذف شود؟')) return;
+  try {
+    await api.delete(`/automations/${id}`);
+    await load();
+  } catch {
+    error.value = 'حذف ناموفق بود.';
+  }
+}
+
+async function toggleActive(row: AutomationRuleDto) {
+  try {
+    await api.patch(`/automations/${row.id}`, { isActive: !row.isActive });
+    await load();
+  } catch {
+    error.value = 'تغییر وضعیت ناموفق بود.';
+  }
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="page">
+    <header class="page-head">
+      <div>
+        <p class="eyebrow">اتوماسیون</p>
+        <h1>اگر / آنگاه</h1>
+        <p class="lead">
+          بعد از بردن معامله یا حل شدن تیکت، فعالیت، اعلان یا امتیاز باشگاه بسازید.
+        </p>
+      </div>
+      <button class="btn btn-ghost" type="button" :disabled="loading" @click="load">
+        بروزرسانی
+      </button>
+    </header>
+
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-if="ok" class="ok">{{ ok }}</p>
+
+    <form class="panel form" @submit.prevent="save">
+      <h2>{{ editingId ? 'ویرایش قانون' : 'قانون جدید' }}</h2>
+      <label>
+        نام
+        <input v-model="name" type="text" required minlength="2" maxlength="120" />
+      </label>
+      <div class="grid2">
+        <label>
+          اگر (محرک)
+          <select v-model="trigger">
+            <option v-for="t in triggers" :key="t" :value="t">
+              {{ AUTOMATION_TRIGGER_LABELS[t] }}
+            </option>
+          </select>
+        </label>
+        <label>
+          آنگاه (عمل)
+          <select v-model="action">
+            <option v-for="a in actions" :key="a" :value="a">
+              {{ AUTOMATION_ACTION_LABELS[a] }}
+            </option>
+          </select>
+        </label>
+      </div>
+      <label>
+        عنوان / متن عمل
+        <input v-model="title" type="text" maxlength="200" placeholder="اختیاری" />
+      </label>
+      <label>
+        توضیح
+        <textarea v-model="body" rows="3" maxlength="1000" placeholder="اختیاری" />
+      </label>
+      <label v-if="action === 'add_loyalty_points'">
+        امتیاز
+        <input v-model.number="points" type="number" min="1" />
+      </label>
+      <label class="check">
+        <input v-model="isActive" type="checkbox" />
+        فعال
+      </label>
+      <div class="actions">
+        <button class="btn" type="submit" :disabled="saving">
+          {{ saving ? 'در حال ذخیره…' : editingId ? 'به‌روزرسانی' : 'ساخت' }}
+        </button>
+        <button
+          v-if="editingId"
+          class="btn btn-ghost"
+          type="button"
+          @click="resetForm"
+        >
+          انصراف
+        </button>
+      </div>
+    </form>
+
+    <section class="panel">
+      <h2>قوانین</h2>
+      <ul class="list">
+        <li v-for="row in items" :key="row.id">
+          <div>
+            <strong>{{ row.name }}</strong>
+            <p class="muted">
+              اگر {{ AUTOMATION_TRIGGER_LABELS[row.trigger] }} →
+              {{ AUTOMATION_ACTION_LABELS[row.action] }}
+              <span v-if="!row.isActive"> · غیرفعال</span>
+            </p>
+          </div>
+          <div class="row-actions">
+            <button class="link" type="button" @click="toggleActive(row)">
+              {{ row.isActive ? 'غیرفعال' : 'فعال' }}
+            </button>
+            <button class="link" type="button" @click="startEdit(row)">ویرایش</button>
+            <button class="link danger" type="button" @click="removeRule(row.id)">
+              حذف
+            </button>
+          </div>
+        </li>
+      </ul>
+      <p v-if="!items.length && !loading" class="muted">هنوز قانونی نیست.</p>
+    </section>
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+  max-width: 860px;
+}
+.page-head {
+  display: flex;
+  justify-content: space-between;
+  gap: 1rem;
+  flex-wrap: wrap;
+}
+.eyebrow {
+  margin: 0;
+  color: var(--accent);
+  font-weight: 700;
+}
+h1 {
+  margin: 0.2rem 0;
+}
+.lead,
+.muted {
+  color: var(--muted);
+}
+.panel {
+  border: 1px solid var(--line);
+  border-radius: 16px;
+  padding: 1rem;
+  background: #fff;
+  display: grid;
+  gap: 0.75rem;
+}
+h2 {
+  margin: 0;
+  font-size: 1.1rem;
+}
+.form label {
+  display: grid;
+  gap: 0.35rem;
+  font-size: 0.9rem;
+  color: var(--muted);
+}
+input,
+select,
+textarea {
+  border: 1px solid var(--line);
+  border-radius: 10px;
+  padding: 0.6rem 0.75rem;
+  font: inherit;
+  color: var(--ink);
+}
+.grid2 {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 0.65rem;
+}
+.check {
+  display: flex !important;
+  align-items: center;
+  gap: 0.45rem;
+}
+.actions,
+.row-actions {
+  display: flex;
+  gap: 0.55rem;
+  flex-wrap: wrap;
+}
+.list {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: grid;
+  gap: 0.7rem;
+}
+.list li {
+  display: flex;
+  justify-content: space-between;
+  gap: 0.75rem;
+  flex-wrap: wrap;
+  border-bottom: 1px solid var(--line);
+  padding-bottom: 0.65rem;
+}
+.link {
+  background: none;
+  border: none;
+  color: var(--accent);
+  cursor: pointer;
+  font: inherit;
+  padding: 0;
+}
+.danger {
+  color: #b42318;
+}
+.error {
+  color: #b42318;
+}
+.ok {
+  color: #067647;
+}
+@media (max-width: 640px) {
+  .grid2 {
+    grid-template-columns: 1fr;
+  }
+}
+</style>

apps/web/src/views/LoyaltyClubView.vue

@@ -0,0 +1,341 @@
+<script setup lang="ts">
+import { computed, onMounted, ref } from 'vue';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import { useAuthStore } from '@/stores/auth';
+import { canManageSettings } from '@/lib/roles';
+import type {
+  CreateLoyaltyTierRequest,
+  LoyaltyMemberDto,
+  LoyaltyTierDto,
+} from '@mento/shared';
+
+const auth = useAuthStore();
+const canManage = computed(() => canManageSettings(auth.user?.role));
+
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const ok = ref('');
+const q = ref('');
+const tiers = ref<LoyaltyTierDto[]>([]);
+const members = ref<LoyaltyMemberDto[]>([]);
+
+const tierName = ref('');
+const tierMin = ref(0);
+const tierColor = ref('');
+const editingTierId = ref<string | null>(null);
+
+const adjustPersonId = ref('');
+const adjustDelta = ref(100);
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    const [tRes, mRes] = await Promise.all([
+      api.get<LoyaltyTierDto[]>('/loyalty/tiers'),
+      api.get<LoyaltyMemberDto[]>('/loyalty/members', {
+        params: q.value.trim() ? { q: q.value.trim() } : undefined,
+      }),
+    ]);
+    tiers.value = tRes.data;
+    members.value = mRes.data;
+  } catch (e) {
+    if (axios.isAxiosError(e) && !e.response) {
+      error.value = 'اتصال به API برقرار نشد.';
+    } else {
+      error.value = 'بارگذاری باشگاه ناموفق بود.';
+    }
+  } finally {
+    loading.value = false;
+  }
+}
+
+function startEditTier(t: LoyaltyTierDto) {
+  editingTierId.value = t.id;
+  tierName.value = t.name;
+  tierMin.value = t.minPoints;
+  tierColor.value = t.color ?? '';
+  ok.value = '';
+}
+
+function resetTierForm() {
+  editingTierId.value = null;
+  tierName.value = '';
+  tierMin.value = 0;
+  tierColor.value = '';
+}
+
+async function saveTier() {
+  if (!canManage.value || tierName.value.trim().length < 2) return;
+  saving.value = true;
+  error.value = '';
+  ok.value = '';
+  try {
+    const body: CreateLoyaltyTierRequest = {
+      name: tierName.value.trim(),
+      minPoints: Math.max(0, Math.floor(tierMin.value)),
+      color: tierColor.value.trim() || null,
+    };
+    if (editingTierId.value) {
+      await api.patch(`/loyalty/tiers/${editingTierId.value}`, body);
+      ok.value = 'سطح به‌روز شد.';
+    } else {
+      await api.post('/loyalty/tiers', body);
+      ok.value = 'سطح ساخته شد.';
+    }
+    resetTierForm();
+    await load();
+  } catch {
+    error.value = 'ذخیره سطح ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function removeTier(id: string) {
+  if (!canManage.value || !confirm('سطح حذف شود؟')) return;
+  try {
+    await api.delete(`/loyalty/tiers/${id}`);
+    await load();
+  } catch {
+    error.value = 'حذف سطح ناموفق بود.';
+  }
+}
+
+async function adjustPoints() {
+  if (!adjustPersonId.value || !adjustDelta.value) return;
+  saving.value = true;
+  error.value = '';
+  ok.value = '';
+  try {
+    await api.post(`/loyalty/members/${adjustPersonId.value}/adjust`, {
+      delta: adjustDelta.value,
+    });
+    ok.value = 'امتیاز به‌روز شد.';
+    await load();
+  } catch {
+    error.value = 'تغییر امتیاز ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="page">
+    <header class="page-head">
+      <div>
+        <p class="eyebrow">مشتریان</p>
+        <h1>باشگاه مشتریان</h1>
+        <p class="lead">امتیاز و سطح وفاداری پایه برای اشخاص.</p>
+      </div>
+      <button class="btn btn-ghost" type="button" :disabled="loading" @click="load">
+        بروزرسانی
+      </button>
+    </header>
+
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-if="ok" class="ok">{{ ok }}</p>
+
+    <section class="panel">
+      <h2>سطوح</h2>
+      <ul class="tiers">
+        <li v-for="t in tiers" :key="t.id">
+          <span class="swatch" :style="{ background: t.color || '#ccc' }" />
+          <strong>{{ t.name }}</strong>
+          <span class="muted">از {{ t.minPoints }} امتیاز</span>
+          <span class="muted">{{ t.memberCount ?? 0 }} عضو</span>
+          <template v-if="canManage">
+            <button class="link" type="button" @click="startEditTier(t)">ویرایش</button>
+            <button class="link danger" type="button" @click="removeTier(t.id)">حذف</button>
+          </template>
+        </li>
+      </ul>
+
+      <form v-if="canManage" class="tier-form" @submit.prevent="saveTier">
+        <input v-model="tierName" type="text" placeholder="نام سطح" required minlength="2" />
+        <input v-model.number="tierMin" type="number" min="0" placeholder="حداقل امتیاز" />
+        <input v-model="tierColor" type="text" placeholder="رنگ (مثلاً #d4af37)" />
+        <button class="btn" type="submit" :disabled="saving">
+          {{ editingTierId ? 'به‌روزرسانی سطح' : 'سطح جدید' }}
+        </button>
+        <button
+          v-if="editingTierId"
+          class="btn btn-ghost"
+          type="button"
+          @click="resetTierForm"
+        >
+          انصراف
+        </button>
+      </form>
+    </section>
+
+    <section class="panel">
+      <div class="row">
+        <h2>اعضا</h2>
+        <form class="search" @submit.prevent="load">
+          <input v-model="q" type="search" placeholder="جستجو…" />
+          <button class="btn btn-ghost" type="submit">جستجو</button>
+        </form>
+      </div>
+
+      <form class="adjust" @submit.prevent="adjustPoints">
+        <select v-model="adjustPersonId" required>
+          <option value="" disabled>انتخاب شخص</option>
+          <option v-for="m in members" :key="m.id" :value="m.id">
+            {{ m.fullName }} ({{ m.loyaltyPoints }})
+          </option>
+        </select>
+        <input v-model.number="adjustDelta" type="number" step="1" />
+        <button class="btn" type="submit" :disabled="saving">تغییر امتیاز</button>
+      </form>
+
+      <div class="table-wrap">
+        <table>
+          <thead>
+            <tr>
+              <th>نام</th>
+              <th>امتیاز</th>
+              <th>سطح</th>
+              <th>شرکت</th>
+            </tr>
+          </thead>
+          <tbody>
+            <tr v-for="m in members" :key="m.id">
+              <td>{{ m.fullName }}</td>
+              <td>{{ m.loyaltyPoints }}</td>
+              <td>
+                <span
+                  v-if="m.loyaltyTier"
+                  class="tier-pill"
+                  :style="{ borderColor: m.loyaltyTier.color || '#ccc' }"
+                >
+                  {{ m.loyaltyTier.name }}
+                </span>
+                <span v-else class="muted">—</span>
+              </td>
+              <td>{{ m.company?.name || '—' }}</td>
+            </tr>
+          </tbody>
+        </table>
+        <p v-if="!members.length && !loading" class="muted">عضوی نیست.</p>
+      </div>
+    </section>
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+}
+.page-head {
+  display: flex;
+  justify-content: space-between;
+  gap: 1rem;
+  flex-wrap: wrap;
+}
+.eyebrow {
+  margin: 0;
+  color: var(--accent);
+  font-weight: 700;
+}
+h1 {
+  margin: 0.2rem 0;
+}
+.lead,
+.muted {
+  color: var(--muted);
+}
+.panel {
+  border: 1px solid var(--line);
+  border-radius: 16px;
+  padding: 1rem;
+  background: #fff;
+  display: grid;
+  gap: 0.75rem;
+}
+h2 {
+  margin: 0;
+  font-size: 1.1rem;
+}
+.tiers {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: grid;
+  gap: 0.45rem;
+}
+.tiers li {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.55rem;
+  align-items: center;
+}
+.swatch {
+  width: 12px;
+  height: 12px;
+  border-radius: 999px;
+}
+.tier-form,
+.adjust,
+.search,
+.row {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  align-items: center;
+}
+.row {
+  justify-content: space-between;
+}
+input,
+select {
+  border: 1px solid var(--line);
+  border-radius: 10px;
+  padding: 0.55rem 0.7rem;
+  font: inherit;
+}
+.table-wrap {
+  overflow-x: auto;
+}
+table {
+  width: 100%;
+  border-collapse: collapse;
+}
+th,
+td {
+  text-align: right;
+  padding: 0.55rem 0.4rem;
+  border-bottom: 1px solid var(--line);
+  font-size: 0.92rem;
+}
+.tier-pill {
+  display: inline-block;
+  border: 1px solid;
+  border-radius: 999px;
+  padding: 0.1rem 0.55rem;
+  font-size: 0.82rem;
+}
+.link {
+  background: none;
+  border: none;
+  color: var(--accent);
+  cursor: pointer;
+  font: inherit;
+  padding: 0;
+}
+.danger {
+  color: #b42318;
+}
+.error {
+  color: #b42318;
+}
+.ok {
+  color: #067647;
+}
+</style>

apps/web/src/views/PersonFormView.vue

@@ -51,6 +51,8 @@ const notes = ref('');
 const companyId = ref('');
 
 const customFields = ref<Record<string, unknown>>({});
+const loyaltyPoints = ref(0);
+const loyaltyTierName = ref('');
 
 
 
@@ -72,6 +74,8 @@ function fill(p: PersonDto) {
 
   companyId.value = p.company?.id ?? '';
   customFields.value = { ...(p.customFields ?? {}) };
+  loyaltyPoints.value = p.loyaltyPoints ?? 0;
+  loyaltyTierName.value = p.loyaltyTier?.name ?? '';
 
 }
 
@@ -318,6 +322,15 @@ onMounted(load);
 
         </div>
 
+        <div v-if="!isNew" class="field wide loyalty-box">
+          <p class="muted">باشگاه مشتریان</p>
+          <p>
+            {{ loyaltyPoints }} امتیاز
+            <span v-if="loyaltyTierName"> · سطح {{ loyaltyTierName }}</span>
+          </p>
+          <RouterLink :to="{ name: 'loyalty' }">مدیریت باشگاه</RouterLink>
+        </div>
+
       </div>
 
 

apps/web/src/views/ProjectBoardView.vue

@@ -0,0 +1,391 @@
+<script setup lang="ts">
+import { computed, onMounted, ref, watch } from 'vue';
+import { RouterLink, useRoute, useRouter } from 'vue-router';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import { useAuthStore } from '@/stores/auth';
+import type {
+  ProjectBoardBoardDto,
+  ProjectBoardDto,
+  ProjectCardDto,
+} from '@mento/shared';
+import { canManageSettings } from '@/lib/roles';
+
+const route = useRoute();
+const router = useRouter();
+const auth = useAuthStore();
+const canCreateBoard = computed(() => canManageSettings(auth.user?.role));
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const board = ref<ProjectBoardBoardDto | null>(null);
+const boards = ref<ProjectBoardDto[]>([]);
+const draggingId = ref<string | null>(null);
+const dropStageId = ref<string | null>(null);
+const showCreate = ref(false);
+const newName = ref('');
+
+const selectedBoardId = computed(() => {
+  const q = route.query.boardId;
+  if (typeof q === 'string' && q) return q;
+  return board.value?.board.id ?? '';
+});
+
+const cardCount = computed(
+  () => board.value?.stages.reduce((n, s) => n + s.cards.length, 0) ?? 0,
+);
+
+async function loadBoards() {
+  const { data } = await api.get<ProjectBoardDto[]>('/project-boards');
+  boards.value = data;
+}
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    await loadBoards();
+    const boardId =
+      typeof route.query.boardId === 'string' ? route.query.boardId : undefined;
+    const { data } = await api.get<ProjectBoardBoardDto>('/project-boards/board', {
+      params: boardId ? { boardId } : undefined,
+    });
+    board.value = data;
+    if (!boardId || boardId !== data.board.id) {
+      await router.replace({
+        name: 'projects',
+        query: { boardId: data.board.id },
+      });
+    }
+  } catch (e) {
+    if (axios.isAxiosError(e) && !e.response) {
+      error.value = 'اتصال به API برقرار نشد.';
+    } else {
+      error.value = 'بارگذاری برد پروژه ناموفق بود.';
+    }
+  } finally {
+    loading.value = false;
+  }
+}
+
+function onSelectBoard(event: Event) {
+  const id = (event.target as HTMLSelectElement).value;
+  void router.replace({ name: 'projects', query: { boardId: id } });
+}
+
+async function createBoard() {
+  const name = newName.value.trim();
+  if (name.length < 2 || saving.value) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.post<ProjectBoardDto>('/project-boards', { name });
+    newName.value = '';
+    showCreate.value = false;
+    await router.replace({ name: 'projects', query: { boardId: data.id } });
+  } catch {
+    error.value = 'ساخت برد ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+function onDragStart(card: ProjectCardDto, event: DragEvent) {
+  draggingId.value = card.id;
+  event.dataTransfer?.setData('text/plain', card.id);
+  event.dataTransfer!.effectAllowed = 'move';
+}
+
+function onDragEnd() {
+  draggingId.value = null;
+  dropStageId.value = null;
+}
+
+function onDragOver(stageId: string, event: DragEvent) {
+  event.preventDefault();
+  dropStageId.value = stageId;
+  if (event.dataTransfer) event.dataTransfer.dropEffect = 'move';
+}
+
+async function onDrop(stageId: string, event: DragEvent) {
+  event.preventDefault();
+  const cardId = event.dataTransfer?.getData('text/plain') || draggingId.value;
+  dropStageId.value = null;
+  draggingId.value = null;
+  if (!cardId || !board.value) return;
+
+  const current = board.value.stages.find((s) =>
+    s.cards.some((c) => c.id === cardId),
+  );
+  if (current?.id === stageId) return;
+
+  try {
+    await api.patch(`/project-cards/${cardId}/move`, { stageId });
+    await load();
+  } catch {
+    error.value = 'جابه‌جایی کارت ناموفق بود.';
+  }
+}
+
+function openCard(id: string) {
+  void router.push({ name: 'project-card-detail', params: { id } });
+}
+
+watch(
+  () => route.query.boardId,
+  (id, prev) => {
+    if (id === prev) return;
+    void load();
+  },
+);
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="page">
+    <header class="page-head">
+      <div>
+        <p class="eyebrow">پس‌ازفروش</p>
+        <h1>{{ board?.board.name || 'کاریز پروژه' }}</h1>
+        <p class="lead">
+          کارهای داخلی و تحویل را روی برد جابه‌جا کنید.
+          <span v-if="board">{{ cardCount }} کارت</span>
+        </p>
+      </div>
+      <div class="actions">
+        <button class="btn btn-ghost" type="button" :disabled="loading" @click="load">
+          بروزرسانی
+        </button>
+        <RouterLink
+          class="btn"
+          :to="{
+            name: 'project-card-new',
+            query: selectedBoardId ? { boardId: selectedBoardId } : undefined,
+          }"
+        >
+          کارت جدید
+        </RouterLink>
+      </div>
+    </header>
+
+    <div class="pipeline-bar">
+      <label class="picker">
+        <span>برد</span>
+        <select
+          :value="selectedBoardId"
+          :disabled="loading || !boards.length"
+          @change="onSelectBoard"
+        >
+          <option v-for="b in boards" :key="b.id" :value="b.id">
+            {{ b.name }}{{ b.isDefault ? ' (پیش‌فرض)' : '' }}
+          </option>
+        </select>
+      </label>
+      <button
+        v-if="canCreateBoard"
+        class="btn btn-ghost"
+        type="button"
+        @click="showCreate = !showCreate"
+      >
+        برد جدید
+      </button>
+    </div>
+
+    <form
+      v-if="showCreate && canCreateBoard"
+      class="create-box"
+      @submit.prevent="createBoard"
+    >
+      <input
+        v-model="newName"
+        type="text"
+        placeholder="نام برد جدید…"
+        maxlength="120"
+        required
+        minlength="2"
+      />
+      <button class="btn" type="submit" :disabled="saving || newName.trim().length < 2">
+        {{ saving ? 'در حال ساخت…' : 'ساخت' }}
+      </button>
+      <button class="btn btn-ghost" type="button" @click="showCreate = false">انصراف</button>
+    </form>
+
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-else-if="loading && !board" class="muted">در حال بارگذاری…</p>
+
+    <div v-if="board" class="board">
+      <div
+        v-for="stage in board.stages"
+        :key="stage.id"
+        class="column"
+        :class="{ drop: dropStageId === stage.id }"
+        @dragover="onDragOver(stage.id, $event)"
+        @dragleave="dropStageId = null"
+        @drop="onDrop(stage.id, $event)"
+      >
+        <div class="column-head">
+          <h2>{{ stage.name }}</h2>
+          <span>{{ stage.cards.length }}</span>
+        </div>
+        <div class="cards">
+          <article
+            v-for="card in stage.cards"
+            :key="card.id"
+            class="card"
+            :class="{ dragging: draggingId === card.id }"
+            draggable="true"
+            @dragstart="onDragStart(card, $event)"
+            @dragend="onDragEnd"
+            @dblclick="openCard(card.id)"
+          >
+            <h3 @click="openCard(card.id)">{{ card.title }}</h3>
+            <p v-if="card.person || card.company" class="meta">
+              <span v-if="card.person">{{ card.person.fullName }}</span>
+              <span v-if="card.person && card.company"> · </span>
+              <span v-if="card.company">{{ card.company.name }}</span>
+            </p>
+            <p v-if="card.deal" class="meta">معامله: {{ card.deal.title }}</p>
+            <p v-if="card.owner" class="meta">مسئول: {{ card.owner.fullName }}</p>
+          </article>
+          <p v-if="!stage.cards.length" class="empty">خالی</p>
+        </div>
+      </div>
+    </div>
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+  min-width: 0;
+}
+.page-head {
+  display: flex;
+  justify-content: space-between;
+  gap: 1rem;
+  align-items: flex-start;
+  flex-wrap: wrap;
+}
+.eyebrow {
+  margin: 0;
+  color: var(--accent);
+  font-weight: 700;
+}
+h1 {
+  margin: 0.2rem 0;
+  font-size: 1.85rem;
+}
+.lead,
+.muted {
+  color: var(--muted);
+}
+.actions {
+  display: flex;
+  gap: 0.5rem;
+  flex-wrap: wrap;
+}
+.pipeline-bar {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.65rem;
+  align-items: center;
+}
+.picker {
+  display: flex;
+  align-items: center;
+  gap: 0.5rem;
+  flex: 1 1 200px;
+  min-width: 0;
+  color: var(--muted);
+  font-size: 0.9rem;
+}
+.picker select {
+  flex: 1;
+  min-width: 0;
+  border: 1px solid var(--line);
+  border-radius: 12px;
+  padding: 0.65rem 0.85rem;
+  background: #fff;
+  font: inherit;
+}
+.create-box {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  align-items: center;
+}
+.create-box input {
+  flex: 1 1 180px;
+  border: 1px solid var(--line);
+  border-radius: 12px;
+  padding: 0.65rem 0.85rem;
+  font: inherit;
+}
+.error {
+  color: #b42318;
+}
+.board {
+  display: grid;
+  grid-auto-flow: column;
+  grid-auto-columns: minmax(240px, 280px);
+  gap: 0.85rem;
+  overflow-x: auto;
+  padding-bottom: 0.5rem;
+}
+.column {
+  background: #f6f7f9;
+  border: 1px solid var(--line);
+  border-radius: 16px;
+  padding: 0.75rem;
+  min-height: 320px;
+}
+.column.drop {
+  outline: 2px dashed var(--accent);
+}
+.column-head {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 0.65rem;
+}
+.column-head h2 {
+  margin: 0;
+  font-size: 1rem;
+}
+.column-head span {
+  color: var(--muted);
+  font-size: 0.85rem;
+}
+.cards {
+  display: grid;
+  gap: 0.55rem;
+}
+.card {
+  background: #fff;
+  border: 1px solid var(--line);
+  border-radius: 12px;
+  padding: 0.7rem 0.8rem;
+  cursor: grab;
+}
+.card.dragging {
+  opacity: 0.55;
+}
+.card h3 {
+  margin: 0 0 0.35rem;
+  font-size: 0.98rem;
+  cursor: pointer;
+}
+.meta {
+  margin: 0.15rem 0 0;
+  color: var(--muted);
+  font-size: 0.82rem;
+}
+.empty {
+  margin: 0.5rem 0 0;
+  color: var(--muted);
+  font-size: 0.85rem;
+  text-align: center;
+}
+</style>

apps/web/src/views/ProjectCardFormView.vue

@@ -0,0 +1,165 @@
+<script setup lang="ts">
+import { computed, onMounted, ref } from 'vue';
+import { RouterLink, useRoute, useRouter } from 'vue-router';
+import axios from 'axios';
+import { api } from '@/lib/api';
+import type { ProjectCardDto } from '@mento/shared';
+
+const route = useRoute();
+const router = useRouter();
+const isNew = computed(() => route.name === 'project-card-new');
+
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const title = ref('');
+const notes = ref('');
+const cardId = ref('');
+
+async function load() {
+  if (isNew.value) return;
+  const id = String(route.params.id || '');
+  if (!id) return;
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<ProjectCardDto>(`/project-cards/${id}`);
+    cardId.value = data.id;
+    title.value = data.title;
+    notes.value = data.notes ?? '';
+  } catch (e) {
+    if (axios.isAxiosError(e) && !e.response) {
+      error.value = 'اتصال به API برقرار نشد.';
+    } else {
+      error.value = 'بارگذاری کارت ناموفق بود.';
+    }
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function save() {
+  if (title.value.trim().length < 2 || saving.value) return;
+  saving.value = true;
+  error.value = '';
+  try {
+    if (isNew.value) {
+      const boardId =
+        typeof route.query.boardId === 'string' ? route.query.boardId : undefined;
+      const { data } = await api.post<ProjectCardDto>('/project-cards', {
+        title: title.value.trim(),
+        notes: notes.value.trim() || undefined,
+        boardId,
+      });
+      await router.replace({ name: 'project-card-detail', params: { id: data.id } });
+    } else {
+      await api.patch(`/project-cards/${cardId.value}`, {
+        title: title.value.trim(),
+        notes: notes.value.trim() || null,
+      });
+    }
+  } catch {
+    error.value = 'ذخیره کارت ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function removeCard() {
+  if (isNew.value || !cardId.value) return;
+  if (!confirm('کارت حذف شود؟')) return;
+  try {
+    await api.delete(`/project-cards/${cardId.value}`);
+    await router.push({ name: 'projects' });
+  } catch {
+    error.value = 'حذف کارت ناموفق بود.';
+  }
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <section class="page">
+    <header class="page-head">
+      <div>
+        <RouterLink class="back" :to="{ name: 'projects' }">← بازگشت به برد</RouterLink>
+        <h1>{{ isNew ? 'کارت جدید' : 'ویرایش کارت' }}</h1>
+      </div>
+    </header>
+
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-else-if="loading" class="muted">در حال بارگذاری…</p>
+
+    <form v-else class="form" @submit.prevent="save">
+      <label>
+        عنوان
+        <input v-model="title" type="text" required minlength="2" maxlength="200" />
+      </label>
+      <label>
+        یادداشت
+        <textarea v-model="notes" rows="5" maxlength="4000" />
+      </label>
+      <div class="actions">
+        <button class="btn" type="submit" :disabled="saving || title.trim().length < 2">
+          {{ saving ? 'در حال ذخیره…' : 'ذخیره' }}
+        </button>
+        <button
+          v-if="!isNew"
+          class="btn btn-ghost danger"
+          type="button"
+          @click="removeCard"
+        >
+          حذف
+        </button>
+      </div>
+    </form>
+  </section>
+</template>
+
+<style scoped>
+.page {
+  display: grid;
+  gap: 1rem;
+  max-width: 640px;
+}
+.back {
+  color: var(--muted);
+  text-decoration: none;
+  font-size: 0.9rem;
+}
+h1 {
+  margin: 0.35rem 0 0;
+}
+.form {
+  display: grid;
+  gap: 0.85rem;
+}
+label {
+  display: grid;
+  gap: 0.35rem;
+  color: var(--muted);
+  font-size: 0.9rem;
+}
+input,
+textarea {
+  border: 1px solid var(--line);
+  border-radius: 12px;
+  padding: 0.7rem 0.85rem;
+  font: inherit;
+  color: var(--ink);
+}
+.actions {
+  display: flex;
+  gap: 0.5rem;
+}
+.error {
+  color: #b42318;
+}
+.muted {
+  color: var(--muted);
+}
+.danger {
+  color: #b42318;
+}
+</style>

docs/وضعیت-پیشرفت.md

@@ -14,6 +14,7 @@
 
 | تاریخ | مورد |
 |---|---|
+| ۱۴۰۵/۶/۸ | کاریز پروژه + باشگاه مشتریان + اتوماسیون اگر/آنگاه |
 | ۱۴۰۵/۶/۷ | پرتال مشتری OTP + گزارشات و داشبورد |
 | ۱۴۰۵/۶/۷ | SLA + FAQ + CSAT روی تیکت |
 | ۱۴۰۵/۶/۷ | تیکتینگ پایه (لیست/فرم/گفتگو/ارجاع) |
@@ -102,8 +103,8 @@
 | [x] | تیکتینگ | لیست/فرم، گفتگو، ارجاع، وضعیت و اولویت؛ ACL مسئول/ثبت‌کننده |
 | [x] | پرتال مشتری OTP | ورود موبایل+کد؛ FAQ؛ تیکت/گفتگو/CSAT در `/p/:slug`؛ SMS ترِز مثل مونتایم |
 | [x] | SLA + FAQ + CSAT | مهلت پاسخ اول، فیلتر تأخیر، FAQ در تنظیمات، رضایت ۱–۵ بعد از حل |
-| [ ] | کاریز کارت / پروژه سبک |
+| [x] | کاریز کارت / پروژه سبک | برد جدا از فروش؛ مراحل صف/انجام/بازبینی/تمام؛ کارت با کشیدن |
-| [ ] | باشگاه مشتریان ساده |
+| [x] | باشگاه مشتریان ساده | امتیاز روی شخص، سطوح برنزی/نقره‌ای/طلایی، تنظیم و تعدیل امتیاز |
 
 ---
 
@@ -112,7 +113,7 @@
 | وضعیت | مورد |
 |---|---|
 | [x] | گزارشات و داشبوردها | داشبورد یک‌صفحه‌ای: فروش/قیف/فعالیت/تیم/تیکت با فیلتر تاریخ |
-| [ ] | اتوماسیون اگر/آنگاه |
+| [x] | اتوماسیون اگر/آنگاه | محرک deal_won / ticket_resolved → فعالیت، اعلان، یا امتیاز باشگاه |
 | [ ] | API عمومی و وب‌هوک |
 | [ ] | پنل پیامکی |
 | [ ] | درگاه پرداخت |
@@ -135,8 +136,8 @@
 
 ترتیب پیشنهادی برای ادامه:
 
-1. کاریز کارت / پروژه سبک یا باشگاه مشتریان
+1. API عمومی و وب‌هوک
-2. اتوماسیون اگر/آنگاه
+2. پنل پیامکی / درگاه پرداخت
 3. Smart Notes AI / Memory وقتی کلید مدل مشخص شد
 4. ارتقای ذخیره فایل به MinIO در صورت نیاز استقرار
 ---

packages/shared/src/index.ts

@@ -162,6 +162,13 @@ export interface CreateCompanyRequest {
 
 export type UpdateCompanyRequest = Partial<CreateCompanyRequest>;
 
+export interface LoyaltyTierSummaryDto {
+  id: string;
+  name: string;
+  minPoints: number;
+  color: string | null;
+}
+
 export interface PersonDto {
   id: string;
   firstName: string;
@@ -173,6 +180,8 @@ export interface PersonDto {
   position: string | null;
   notes: string | null;
   customFields: Record<string, unknown>;
+  loyaltyPoints: number;
+  loyaltyTier: LoyaltyTierSummaryDto | null;
   company: CompanySummaryDto | null;
   owner: UserSummaryDto | null;
   createdAt: string;
@@ -520,6 +529,8 @@ export type NotificationType =
   | "activity_overdue"
   | "deal_moved"
   | "note_reminder"
+  | "ticket_assigned"
+  | "automation"
   | "system";
 
 export interface NotificationDto {
@@ -1089,6 +1100,147 @@ export interface ReportsDashboardDto {
   peopleCreated: number;
 }
 
+/** برد پروژه / کاریز کارت */
+export interface ProjectBoardStageDto {
+  id: string;
+  name: string;
+  position: number;
+}
+
+export interface ProjectBoardDto {
+  id: string;
+  name: string;
+  isDefault: boolean;
+  stages: ProjectBoardStageDto[];
+}
+
+export interface ProjectCardDto {
+  id: string;
+  title: string;
+  notes: string | null;
+  position: number;
+  boardId: string;
+  stageId: string;
+  person: PersonSummaryDto | null;
+  company: CompanySummaryDto | null;
+  deal: { id: string; title: string } | null;
+  owner: UserSummaryDto | null;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export interface ProjectBoardColumnDto extends ProjectBoardStageDto {
+  cards: ProjectCardDto[];
+}
+
+export interface ProjectBoardBoardDto {
+  board: ProjectBoardDto;
+  stages: ProjectBoardColumnDto[];
+}
+
+export interface CreateProjectBoardRequest {
+  name: string;
+}
+
+export interface CreateProjectCardRequest {
+  title: string;
+  boardId?: string;
+  stageId?: string;
+  notes?: string;
+  personId?: string | null;
+  companyId?: string | null;
+  dealId?: string | null;
+  ownerId?: string | null;
+}
+
+export type UpdateProjectCardRequest = Partial<CreateProjectCardRequest>;
+
+export interface MoveProjectCardRequest {
+  stageId: string;
+  position?: number;
+}
+
+/** باشگاه مشتریان */
+export interface LoyaltyTierDto {
+  id: string;
+  name: string;
+  minPoints: number;
+  position: number;
+  color: string | null;
+  memberCount?: number;
+}
+
+export interface CreateLoyaltyTierRequest {
+  name: string;
+  minPoints: number;
+  color?: string | null;
+}
+
+export type UpdateLoyaltyTierRequest = Partial<CreateLoyaltyTierRequest>;
+
+export interface AdjustLoyaltyPointsRequest {
+  delta: number;
+  reason?: string;
+}
+
+export interface LoyaltyMemberDto {
+  id: string;
+  fullName: string;
+  mobile: string | null;
+  email: string | null;
+  loyaltyPoints: number;
+  loyaltyTier: LoyaltyTierSummaryDto | null;
+  company: CompanySummaryDto | null;
+}
+
+/** اتوماسیون اگر/آنگاه */
+export type AutomationTrigger = "deal_won" | "ticket_resolved";
+export type AutomationAction =
+  | "create_activity"
+  | "create_notification"
+  | "add_loyalty_points";
+
+export const AUTOMATION_TRIGGER_LABELS: Record<AutomationTrigger, string> = {
+  deal_won: "معامله برنده شد",
+  ticket_resolved: "تیکت حل شد",
+};
+
+export const AUTOMATION_ACTION_LABELS: Record<AutomationAction, string> = {
+  create_activity: "ساخت فعالیت",
+  create_notification: "ارسال اعلان",
+  add_loyalty_points: "افزودن امتیاز باشگاه",
+};
+
+export interface AutomationRuleConfig {
+  title?: string;
+  body?: string;
+  assigneeId?: string | null;
+  notifyUserId?: string | null;
+  activityType?: "call" | "meeting" | "task" | "note";
+  points?: number;
+}
+
+export interface AutomationRuleDto {
+  id: string;
+  name: string;
+  isActive: boolean;
+  trigger: AutomationTrigger;
+  action: AutomationAction;
+  config: AutomationRuleConfig;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export interface CreateAutomationRuleRequest {
+  name: string;
+  trigger: AutomationTrigger;
+  action: AutomationAction;
+  isActive?: boolean;
+  config?: AutomationRuleConfig;
+}
+
+export type UpdateAutomationRuleRequest = Partial<CreateAutomationRuleRequest>;
+
 export const APP_NAME = "Mento CRM";
 export const APP_NAME_FA = "منتو";
 export const API_PREFIX = "api";