Let automations fire on more CRM events and open the studio from the main nav.

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

apps/api/prisma/migrations/20260909183000_automation_more_triggers/migration.sql

@@ -0,0 +1,19 @@
+CREATE TYPE "AutomationTrigger_new" AS ENUM (
+  'person_created',
+  'lead_submitted',
+  'deal_created',
+  'deal_stage_changed',
+  'deal_won',
+  'deal_lost',
+  'ticket_created',
+  'ticket_resolved',
+  'invoice_paid'
+);
+
+ALTER TABLE "AutomationRule"
+  ALTER COLUMN "trigger" TYPE "AutomationTrigger_new"
+  USING ("trigger"::text::"AutomationTrigger_new");
+
+ALTER TYPE "AutomationTrigger" RENAME TO "AutomationTrigger_old";
+ALTER TYPE "AutomationTrigger_new" RENAME TO "AutomationTrigger";
+DROP TYPE "AutomationTrigger_old";

apps/api/prisma/migrations/20260909211500_automation_invoice_activity_triggers/migration.sql

@@ -0,0 +1,21 @@
+CREATE TYPE "AutomationTrigger_new" AS ENUM (
+  'person_created',
+  'lead_submitted',
+  'deal_created',
+  'deal_stage_changed',
+  'deal_won',
+  'deal_lost',
+  'ticket_created',
+  'ticket_resolved',
+  'invoice_issued',
+  'invoice_paid',
+  'activity_done'
+);
+
+ALTER TABLE "AutomationRule"
+  ALTER COLUMN "trigger" TYPE "AutomationTrigger_new"
+  USING ("trigger"::text::"AutomationTrigger_new");
+
+ALTER TYPE "AutomationTrigger" RENAME TO "AutomationTrigger_old";
+ALTER TYPE "AutomationTrigger_new" RENAME TO "AutomationTrigger";
+DROP TYPE "AutomationTrigger_old";

apps/api/prisma/schema.prisma

@@ -108,8 +108,17 @@ enum TicketPriority {
 }
 
 enum AutomationTrigger {
+  person_created
+  lead_submitted
+  deal_created
+  deal_stage_changed
   deal_won
+  deal_lost
+  ticket_created
   ticket_resolved
+  invoice_issued
+  invoice_paid
+  activity_done
 }
 
 enum AutomationAction {

apps/api/src/activities/activities.module.ts

@@ -2,9 +2,10 @@ import { Module } from '@nestjs/common';
 import { ActivitiesController } from './activities.controller';
 import { ActivitiesService } from './activities.service';
 import { NotificationsModule } from '../notifications/notifications.module';
+import { AutomationsModule } from '../automations/automations.module';
 
 @Module({
-  imports: [NotificationsModule],
+  imports: [NotificationsModule, AutomationsModule],
   controllers: [ActivitiesController],
   providers: [ActivitiesService],
   exports: [ActivitiesService],

apps/api/src/activities/activities.service.ts

@@ -14,6 +14,7 @@ import type {
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { NotificationsService } from '../notifications/notifications.service';
+import { AutomationsService } from '../automations/automations.service';
 import { type Actor, assigneeWhere, ownerWhere } from '../common/record-scope';
 
 type ActivityActor = Pick<Actor, 'userId' | 'role'>;
@@ -53,6 +54,7 @@ export class ActivitiesService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly notifications: NotificationsService,
+    private readonly automations: AutomationsService,
   ) {}
 
   async summary(
@@ -245,11 +247,18 @@ export class ActivitiesService {
         dto.status === 'done' ? new Date() : dto.status === 'open' ? null : undefined;
     }
 
+    const existing = await this.prisma.activity.findFirst({
+      where: { id, organizationId },
+      select: { status: true },
+    });
     const row = await this.prisma.activity.update({
       where: { id },
       data,
       include,
     });
+    if (dto.status === 'done' && existing?.status !== 'done') {
+      await this.fireDone(organizationId, row);
+    }
     return this.toDto(row);
   }
 
@@ -259,11 +268,18 @@ export class ActivitiesService {
     actor: ActivityActor,
   ): Promise<ActivityDto> {
     await this.ensureExists(organizationId, id, actor);
+    const existing = await this.prisma.activity.findFirst({
+      where: { id, organizationId },
+      select: { status: true },
+    });
     const row = await this.prisma.activity.update({
       where: { id },
       data: { status: 'done', completedAt: new Date() },
       include,
     });
+    if (existing?.status !== 'done') {
+      await this.fireDone(organizationId, row);
+    }
     return this.toDto(row);
   }
 
@@ -350,6 +366,30 @@ export class ActivitiesService {
     }
   }
 
+  private async fireDone(
+    organizationId: string,
+    row: {
+      id: string;
+      title: string;
+      person: { id: string } | null;
+      company: { id: string } | null;
+      deal: { id: string } | null;
+      assignee: { id: string } | null;
+    },
+  ) {
+    await this.automations.runTrigger('activity_done', {
+      organizationId,
+      entityType: 'activity',
+      entityId: row.id,
+      title: row.title,
+      personId: row.person?.id ?? null,
+      companyId: row.company?.id ?? null,
+      dealId: row.deal?.id ?? null,
+      assigneeId: row.assignee?.id ?? null,
+      ownerId: row.assignee?.id ?? null,
+    });
+  }
+
   private async ensureExists(
     organizationId: string,
     id: string,

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

@@ -32,7 +32,7 @@ import { SmsService } from '../common/sms.service';
 
 export type AutomationContext = {
   organizationId: string;
-  entityType: 'deal' | 'ticket';
+  entityType: 'deal' | 'ticket' | 'person' | 'invoice' | 'activity';
   entityId: string;
   title: string;
   personId?: string | null;
@@ -182,15 +182,65 @@ export class AutomationsService {
         ticketPriority: null,
       };
     }
-    const ticket = await this.prisma.ticket.findFirst({
-      where: { id: ctx.entityId, organizationId: ctx.organizationId },
-      select: { priority: true, personId: true, companyId: true },
-    });
+    if (ctx.entityType === 'ticket') {
+      const ticket = await this.prisma.ticket.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: { priority: true, personId: true, companyId: true },
+      });
+      return {
+        amount: null,
+        hasPerson: Boolean(ticket?.personId ?? ctx.personId),
+        hasCompany: Boolean(ticket?.companyId ?? ctx.companyId),
+        ticketPriority: ticket?.priority ?? null,
+      };
+    }
+    if (ctx.entityType === 'invoice') {
+      const invoice = await this.prisma.invoice.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: {
+          personId: true,
+          companyId: true,
+          discountAmount: true,
+          taxPercent: true,
+          lineItems: { select: { quantity: true, unitPrice: true } },
+        },
+      });
+      let amount: number | null = null;
+      if (invoice) {
+        const subtotal = invoice.lineItems.reduce(
+          (sum, item) => sum + Number(item.quantity) * Number(item.unitPrice),
+          0,
+        );
+        const discount = Number(invoice.discountAmount ?? 0);
+        const taxPercent = Number(invoice.taxPercent ?? 0);
+        amount = Math.abs(
+          subtotal - discount + Math.max(0, subtotal - discount) * (taxPercent / 100),
+        );
+      }
+      return {
+        amount,
+        hasPerson: Boolean(invoice?.personId ?? ctx.personId),
+        hasCompany: Boolean(invoice?.companyId ?? ctx.companyId),
+        ticketPriority: null,
+      };
+    }
+    if (ctx.entityType === 'activity') {
+      const activity = await this.prisma.activity.findFirst({
+        where: { id: ctx.entityId, organizationId: ctx.organizationId },
+        select: { personId: true, companyId: true, dealId: true },
+      });
+      return {
+        amount: null,
+        hasPerson: Boolean(activity?.personId ?? ctx.personId),
+        hasCompany: Boolean(activity?.companyId ?? ctx.companyId),
+        ticketPriority: null,
+      };
+    }
     return {
       amount: null,
-      hasPerson: Boolean(ticket?.personId ?? ctx.personId),
-      hasCompany: Boolean(ticket?.companyId ?? ctx.companyId),
-      ticketPriority: ticket?.priority ?? null,
+      hasPerson: Boolean(ctx.personId),
+      hasCompany: Boolean(ctx.companyId),
+      ticketPriority: null,
     };
   }
 
@@ -227,10 +277,7 @@ export class AutomationsService {
           type: 'automation',
           title: 'فعالیت خودکار',
           body: title,
-          link:
-            ctx.entityType === 'deal'
-              ? `/deals/${ctx.entityId}`
-              : `/tickets/${ctx.entityId}`,
+          link: entityLink(ctx),
           entityType: ctx.entityType,
           entityId: ctx.entityId,
         });
@@ -263,10 +310,7 @@ export class AutomationsService {
     const wantApp = channel === 'app' || channel === 'both';
     const wantSms = channel === 'sms' || channel === 'both';
     const smsText = (config.body?.trim() || title).slice(0, 160);
-    const link =
-      ctx.entityType === 'deal'
-        ? `/deals/${ctx.entityId}`
-        : `/tickets/${ctx.entityId}`;
+    const link = entityLink(ctx);
 
     if (config.notifyTarget === 'person') {
       if (wantSms) {
@@ -413,3 +457,12 @@ function defaultTitle(action: AutomationAction, entityTitle: string) {
   if (action === 'create_notification') return `اتوماسیون: ${entityTitle}`;
   return entityTitle;
 }
+
+function entityLink(ctx: AutomationContext) {
+  if (ctx.entityType === 'deal') return `/deals/${ctx.entityId}`;
+  if (ctx.entityType === 'ticket') return `/tickets/${ctx.entityId}`;
+  if (ctx.entityType === 'invoice') return `/invoices/${ctx.entityId}`;
+  if (ctx.entityType === 'person') return `/contacts/people/${ctx.entityId}`;
+  if (ctx.entityType === 'activity') return `/activities/${ctx.entityId}`;
+  return '/';
+}

apps/api/src/automations/dto.ts

@@ -12,7 +12,19 @@ import {
   ValidateIf,
 } from 'class-validator';
 
-const TRIGGERS = ['deal_won', 'ticket_resolved'] as const;
+const TRIGGERS = [
+  'person_created',
+  'lead_submitted',
+  'deal_created',
+  'deal_stage_changed',
+  'deal_won',
+  'deal_lost',
+  'ticket_created',
+  'ticket_resolved',
+  'invoice_issued',
+  'invoice_paid',
+  'activity_done',
+] as const;
 const ACTIONS = [
   'create_activity',
   'create_notification',

apps/api/src/contacts/contacts.module.ts

@@ -1,5 +1,6 @@
 import { Module } from '@nestjs/common';
 import { LoyaltyModule } from '../loyalty/loyalty.module';
+import { AutomationsModule } from '../automations/automations.module';
 import { CompaniesController } from './companies.controller';
 import { CompaniesService } from './companies.service';
 import { PeopleController } from './people.controller';
@@ -7,7 +8,7 @@ import { PeopleService } from './people.service';
 import { ContactsExcelService } from './contacts-excel.service';
 
 @Module({
-  imports: [LoyaltyModule],
+  imports: [LoyaltyModule, AutomationsModule],
   controllers: [PeopleController, CompaniesController],
   providers: [PeopleService, CompaniesService, ContactsExcelService],
   exports: [PeopleService, CompaniesService],

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

@@ -25,6 +25,7 @@ import {
   resolveOwnerId,
 } from '../common/record-scope';
 import { LoyaltyService } from '../loyalty/loyalty.service';
+import { AutomationsService } from '../automations/automations.service';
 
 const personInclude = {
   company: { select: { id: true, name: true } },
@@ -64,6 +65,7 @@ export class PeopleService {
     private readonly prisma: PrismaService,
     private readonly companies: CompaniesService,
     private readonly loyalty: LoyaltyService,
+    private readonly automations: AutomationsService,
   ) {}
 
   async list(
@@ -149,6 +151,15 @@ export class PeopleService {
       include: personInclude,
     });
     await this.loyalty.applyWelcomePoints(actor.organizationId, row.id);
+    await this.automations.runTrigger('person_created', {
+      organizationId: actor.organizationId,
+      entityType: 'person',
+      entityId: row.id,
+      title: `${row.firstName} ${row.lastName}`.trim(),
+      personId: row.id,
+      companyId: row.companyId,
+      ownerId: row.ownerId,
+    });
     const fresh = await this.prisma.person.findFirst({
       where: { id: row.id },
       include: personInclude,

apps/api/src/invoices/invoices.module.ts

@@ -1,8 +1,10 @@
 import { Module } from '@nestjs/common';
+import { AutomationsModule } from '../automations/automations.module';
 import { InvoicesController } from './invoices.controller';
 import { InvoicesService } from './invoices.service';
 
 @Module({
+  imports: [AutomationsModule],
   controllers: [InvoicesController],
   providers: [InvoicesService],
   exports: [InvoicesService],

apps/api/src/invoices/invoices.service.ts

@@ -16,6 +16,7 @@ import type {
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { type Actor, ownerWhere } from '../common/record-scope';
+import { AutomationsService } from '../automations/automations.service';
 
 type InvoiceActor = Pick<Actor, 'userId' | 'role'>;
 
@@ -37,7 +38,10 @@ type InvoiceRow = Prisma.InvoiceGetPayload<{ include: typeof include }>;
 
 @Injectable()
 export class InvoicesService {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly automations: AutomationsService,
+  ) {}
 
   async list(
     organizationId: string,
@@ -264,7 +268,11 @@ export class InvoicesService {
       },
       include,
     });
-    return this.toDto(row);
+    const created = this.toDto(row);
+    if (created.status !== 'draft' && created.status !== 'canceled') {
+      await this.fireIssued(organizationId, created);
+    }
+    return created;
   }
 
   async update(
@@ -374,7 +382,15 @@ export class InvoicesService {
       await this.recomputeStatus(id);
     }
 
-    return this.get(organizationId, id, actor);
+    const row = await this.get(organizationId, id, actor);
+    const leftDraft =
+      existing.status === 'draft' &&
+      row.status !== 'draft' &&
+      row.status !== 'canceled';
+    if (leftDraft) {
+      await this.fireIssued(organizationId, row);
+    }
+    return row;
   }
 
   async remove(
@@ -443,7 +459,21 @@ export class InvoicesService {
     });
 
     await this.recomputeStatus(invoiceId);
-    return this.get(organizationId, invoiceId, actor);
+    const row = await this.get(organizationId, invoiceId, actor);
+    if (invoice.status === 'draft') {
+      await this.fireIssued(organizationId, row);
+    }
+    await this.automations.runTrigger('invoice_paid', {
+      organizationId,
+      entityType: 'invoice',
+      entityId: row.id,
+      title: row.title || row.number,
+      personId: row.person?.id ?? null,
+      companyId: row.company?.id ?? null,
+      dealId: row.deal?.id ?? null,
+      ownerId: row.owner?.id ?? null,
+    });
+    return row;
   }
 
   async removePayment(
@@ -549,6 +579,19 @@ export class InvoicesService {
     return `FA-${String(count + 1).padStart(4, '0')}`;
   }
 
+  private async fireIssued(organizationId: string, row: InvoiceDto) {
+    await this.automations.runTrigger('invoice_issued', {
+      organizationId,
+      entityType: 'invoice',
+      entityId: row.id,
+      title: row.title || row.number,
+      personId: row.person?.id ?? null,
+      companyId: row.company?.id ?? null,
+      dealId: row.deal?.id ?? null,
+      ownerId: row.owner?.id ?? null,
+    });
+  }
+
   private async ensureExists(
     organizationId: string,
     id: string,

apps/api/src/lead-forms/lead-forms.module.ts

@@ -1,11 +1,12 @@
 import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
+import { AutomationsModule } from '../automations/automations.module';
 import { LeadFormsController } from './lead-forms.controller';
 import { LeadFormsService } from './lead-forms.service';
 import { PublicLeadFormsController } from './public-lead-forms.controller';
 
 @Module({
-  imports: [AuthModule],
+  imports: [AuthModule, AutomationsModule],
   controllers: [LeadFormsController, PublicLeadFormsController],
   providers: [LeadFormsService],
   exports: [LeadFormsService],

apps/api/src/lead-forms/lead-forms.service.ts

@@ -14,6 +14,7 @@ import type {
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
+import { AutomationsService } from '../automations/automations.service';
 import {
   emptyToNull,
   normalizeEmail,
@@ -66,6 +67,7 @@ export class LeadFormsService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly files: LocalFileStorage,
+    private readonly automations: AutomationsService,
   ) {}
 
   async list(organizationId: string): Promise<LeadFormDto[]> {
@@ -275,6 +277,19 @@ export class LeadFormsService {
       });
     }
 
+    const personName = [mapped.firstName, mapped.lastName]
+      .filter((p) => p?.trim())
+      .join(' ')
+      .trim();
+    await this.automations.runTrigger('lead_submitted', {
+      organizationId: form.organizationId,
+      entityType: 'person',
+      entityId: personId ?? form.id,
+      title: personName || form.name,
+      personId,
+      ownerId: ownerId ?? actorId,
+    });
+
     return {
       ok: true,
       thankYouMessage: form.thankYouMessage,

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

@@ -147,6 +147,17 @@ export class DealsService {
       include: dealInclude,
     });
 
+    await this.automations.runTrigger('deal_created', {
+      organizationId,
+      entityType: 'deal',
+      entityId: created.id,
+      title: created.title,
+      personId: created.personId,
+      companyId: created.companyId,
+      dealId: created.id,
+      ownerId: created.ownerId,
+    });
+
     return this.pipelines.toDealDto(created);
   }
 
@@ -290,17 +301,24 @@ export class DealsService {
       });
     }
 
-    if (status === 'won' && deal.status !== 'won') {
-      await this.automations.runTrigger('deal_won', {
+    if (deal.stageId !== stage.id) {
+      const ctx = {
         organizationId,
-        entityType: 'deal',
+        entityType: 'deal' as const,
         entityId: deal.id,
         title: deal.title,
         personId: deal.personId,
         companyId: deal.companyId,
         dealId: deal.id,
         ownerId: deal.ownerId,
-      });
+      };
+      await this.automations.runTrigger('deal_stage_changed', ctx);
+      if (status === 'won' && deal.status !== 'won') {
+        await this.automations.runTrigger('deal_won', ctx);
+      }
+      if (status === 'lost' && deal.status !== 'lost') {
+        await this.automations.runTrigger('deal_lost', ctx);
+      }
     }
 
     return this.pipelines.toDealDto(row);

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

@@ -228,6 +228,18 @@ export class TicketsService {
       });
     }
 
+    await this.automations.runTrigger('ticket_created', {
+      organizationId: actor.organizationId,
+      entityType: 'ticket',
+      entityId: row.id,
+      title: row.subject,
+      personId: row.personId,
+      companyId: row.companyId,
+      dealId: row.dealId,
+      assigneeId: row.assigneeId,
+      ownerId: row.assigneeId,
+    });
+
     return this.toDto(row);
   }
 

apps/web/src/components/automations/AutomationCanvas.vue

@@ -221,6 +221,8 @@ function nodeClass(step: AutomationStep) {
 <style scoped>
 .canvas {
   position: relative;
+  width: 100%;
+  min-width: 0;
   min-height: 22rem;
   border-radius: 16px;
   overflow: auto;

apps/web/src/components/automations/AutomationInspector.vue

@@ -17,8 +17,8 @@ import {
   AUTOMATION_CONDITION_OP_LABELS,
   AUTOMATION_NOTIFY_CHANNEL_LABELS,
   AUTOMATION_NOTIFY_CHANNELS,
+  AUTOMATION_TRIGGER_GROUPS,
   AUTOMATION_TRIGGER_LABELS,
-  AUTOMATION_TRIGGERS,
   conditionFieldsForTrigger,
   isAutomationCondition,
 } from '@mento/shared';
@@ -104,9 +104,15 @@ watch(
       <label>
         اگر
         <select v-model="trigger">
-          <option v-for="t in AUTOMATION_TRIGGERS" :key="t" :value="t">
-            {{ AUTOMATION_TRIGGER_LABELS[t] }}
-          </option>
+          <optgroup
+            v-for="group in AUTOMATION_TRIGGER_GROUPS"
+            :key="group.label"
+            :label="group.label"
+          >
+            <option v-for="t in group.items" :key="t" :value="t">
+              {{ AUTOMATION_TRIGGER_LABELS[t] }}
+            </option>
+          </optgroup>
         </select>
       </label>
     </template>

apps/web/src/layouts/AppLayout.vue

@@ -40,7 +40,6 @@ const salesPaths = ['/quotes', '/invoices', '/sales/forecast', '/reports', '/not
 const morePaths = ['/activities/calendar', '/projects', '/project-cards', '/loyalty'];
 const settingsPaths = [
   '/settings/team',
-  '/settings/automations',
   '/settings/lead-forms',
   '/settings/custom-fields',
   '/settings/products',
@@ -59,6 +58,7 @@ const salesActive = computed(() => pathIn(salesPaths));
 const moreActive = computed(() => pathIn(morePaths));
 const settingsActive = computed(() => pathIn(settingsPaths));
 const productsActive = computed(() => route.path.startsWith('/settings/products'));
+const automationsActive = computed(() => route.path.startsWith('/settings/automations'));
 const extraActive = computed(() =>
   pathIn([
     '/quotes',
@@ -66,7 +66,6 @@ const extraActive = computed(() =>
     '/sales/forecast',
     '/notes',
     '/tickets',
-    '/settings/automations',
     '/settings/lead-forms',
     '/settings/custom-fields',
     '/settings/currencies',
@@ -348,6 +347,17 @@ onUnmounted(() => {
             <UiIcon name="settings" :size="collapsed ? 20 : 18" />
             <span>تنظیمات</span>
           </RouterLink>
+          <RouterLink
+            v-if="canSettings"
+            to="/settings/automations"
+            class="nav-item"
+            title="اتوماسیون"
+            :class="{ 'router-link-active': automationsActive }"
+            @click="closeMenu"
+          >
+            <UiIcon name="layers" :size="collapsed ? 20 : 18" />
+            <span>اتوماسیون</span>
+          </RouterLink>
         </div>
 
         <div v-if="collapsed" ref="moreBtnRef" class="nav-more desktop-only">
@@ -419,7 +429,6 @@ onUnmounted(() => {
           </button>
           <div v-show="settingsOpen" class="nav-sub">
             <RouterLink to="/settings/team" @click="closeMenu">تیم و نقش‌ها</RouterLink>
-            <RouterLink to="/settings/automations" @click="closeMenu">اتوماسیون</RouterLink>
             <RouterLink to="/settings/lead-forms" @click="closeMenu">فرم‌ساز سرنخ</RouterLink>
             <RouterLink to="/settings/custom-fields" @click="closeMenu">فیلدهای سفارشی</RouterLink>
             <RouterLink to="/settings/currencies" @click="closeMenu">ارزها</RouterLink>
@@ -477,7 +486,6 @@ onUnmounted(() => {
         <RouterLink to="/loyalty" @click="closeMenu">باشگاه مشتریان</RouterLink>
         <template v-if="canSettings">
           <p>تنظیمات</p>
-          <RouterLink to="/settings/automations" @click="closeMenu">اتوماسیون</RouterLink>
           <RouterLink to="/settings/lead-forms" @click="closeMenu">فرم‌ساز سرنخ</RouterLink>
           <RouterLink to="/settings/custom-fields" @click="closeMenu">فیلدهای سفارشی</RouterLink>
           <RouterLink to="/settings/currencies" @click="closeMenu">ارزها</RouterLink>

apps/web/src/views/AutomationsSettingsView.vue

@@ -61,14 +61,15 @@ function makeStep(action: AutomationAction): AutomationStep {
 }
 
 function makeCondition(): AutomationStep {
-  const field =
-    trigger.value === 'deal_won' ? 'deal_amount' : 'ticket_priority';
+  const field = conditionFieldsForTrigger(trigger.value)[0] ?? 'has_person';
   return {
     id: `s-${Date.now().toString(36)}-${Math.random().toString(36).slice(2, 8)}`,
     kind: 'condition',
     conditionField: field,
-    conditionOp: field === 'deal_amount' ? 'gte' : 'eq',
-    conditionValue: field === 'deal_amount' ? 0 : 'normal',
+    conditionOp:
+      field === 'deal_amount' ? 'gte' : field === 'ticket_priority' ? 'eq' : 'is_set',
+    conditionValue:
+      field === 'deal_amount' ? 0 : field === 'ticket_priority' ? 'normal' : undefined,
   };
 }
 
@@ -256,12 +257,23 @@ onMounted(async () => {
 
 watch(trigger, (next) => {
   const allowed = conditionFieldsForTrigger(next);
+  const fallback = allowed[0] ?? 'has_person';
   for (const step of steps.value) {
     if (!isAutomationCondition(step)) continue;
     if (step.conditionField && allowed.includes(step.conditionField)) continue;
-    step.conditionField = next === 'deal_won' ? 'deal_amount' : 'ticket_priority';
-    step.conditionOp = next === 'deal_won' ? 'gte' : 'eq';
-    step.conditionValue = next === 'deal_won' ? 0 : 'normal';
+    step.conditionField = fallback;
+    step.conditionOp =
+      fallback === 'deal_amount'
+        ? 'gte'
+        : fallback === 'ticket_priority'
+          ? 'eq'
+          : 'is_set';
+    step.conditionValue =
+      fallback === 'deal_amount'
+        ? 0
+        : fallback === 'ticket_priority'
+          ? 'normal'
+          : undefined;
   }
 });
 </script>
@@ -398,6 +410,7 @@ h1 {
   grid-template-columns: 1fr;
   gap: 0.9rem;
   align-items: start;
+  min-width: 0;
 }
 
 .rules,
@@ -524,11 +537,16 @@ h2 {
 
 .stage {
   display: grid;
-  grid-template-columns: 1fr;
+  grid-template-columns: minmax(0, 1fr);
   gap: 0.75rem;
   min-width: 0;
 }
 
+.stage :deep(.canvas) {
+  width: 100%;
+  min-width: 0;
+}
+
 .btn {
   display: inline-flex;
   align-items: center;
@@ -573,11 +591,38 @@ h2 {
 
 @media (min-width: 1280px) {
   .workspace {
-    grid-template-columns: minmax(15rem, 17.5rem) minmax(0, 1fr);
+    grid-template-columns: minmax(15rem, 20rem) minmax(0, 1fr);
+    grid-template-areas:
+      'rules toolbar'
+      'stage stage';
+  }
+
+  .rules {
+    grid-area: rules;
+    height: 100%;
+  }
+
+  .studio {
+    display: contents;
+    border: 0;
+    padding: 0;
+    box-shadow: none;
+    background: transparent;
+  }
+
+  .toolbar {
+    grid-area: toolbar;
+    border: 1px solid #e2e8f0;
+    border-radius: 18px;
+    background: #fff;
+    box-shadow: 0 8px 22px rgba(15, 23, 42, 0.04);
+    padding: 0.85rem 1rem;
+    align-items: end;
   }
 
   .stage {
-    grid-template-columns: minmax(0, 1fr) minmax(16rem, 19rem);
+    grid-area: stage;
+    grid-template-columns: minmax(0, 1fr);
   }
 }
 

packages/shared/src/index.ts

@@ -1722,15 +1722,35 @@ export interface RedeemLoyaltyRewardRequest {
 }
 
 /** اتوماسیون اگر/آنگاه */
-export type AutomationTrigger = "deal_won" | "ticket_resolved";
+export type AutomationTrigger =
+  | "person_created"
+  | "lead_submitted"
+  | "deal_created"
+  | "deal_stage_changed"
+  | "deal_won"
+  | "deal_lost"
+  | "ticket_created"
+  | "ticket_resolved"
+  | "invoice_issued"
+  | "invoice_paid"
+  | "activity_done";
 export type AutomationAction =
   | "create_activity"
   | "create_notification"
   | "add_loyalty_points";
 
 export const AUTOMATION_TRIGGER_LABELS: Record<AutomationTrigger, string> = {
+  person_created: "مخاطب جدید ساخته شد",
+  lead_submitted: "فرم سرنخ ارسال شد",
+  deal_created: "معامله جدید ساخته شد",
+  deal_stage_changed: "مرحله معامله عوض شد",
   deal_won: "معامله برنده شد",
+  deal_lost: "معامله باخت",
+  ticket_created: "تیکت جدید ساخته شد",
   ticket_resolved: "تیکت حل شد",
+  invoice_issued: "فاکتور صادر شد",
+  invoice_paid: "پرداخت روی فاکتور ثبت شد",
+  activity_done: "فعالیت تمام شد",
 };
 
 export const AUTOMATION_ACTION_LABELS: Record<AutomationAction, string> = {
@@ -1748,10 +1768,33 @@ export const AUTOMATION_ACTIONS = [
 ] as const satisfies readonly AutomationAction[];
 
 export const AUTOMATION_TRIGGERS = [
+  "person_created",
+  "lead_submitted",
+  "deal_created",
+  "deal_stage_changed",
   "deal_won",
+  "deal_lost",
+  "ticket_created",
   "ticket_resolved",
+  "invoice_issued",
+  "invoice_paid",
+  "activity_done",
 ] as const satisfies readonly AutomationTrigger[];
 
+export const AUTOMATION_TRIGGER_GROUPS: {
+  label: string;
+  items: AutomationTrigger[];
+}[] = [
+  { label: "مخاطب", items: ["person_created", "lead_submitted"] },
+  {
+    label: "معامله",
+    items: ["deal_created", "deal_stage_changed", "deal_won", "deal_lost"],
+  },
+  { label: "تیکت", items: ["ticket_created", "ticket_resolved"] },
+  { label: "فعالیت", items: ["activity_done"] },
+  { label: "مالی", items: ["invoice_issued", "invoice_paid"] },
+];
+
 export type AutomationStepKind = "action" | "condition";
 
 export type AutomationConditionField =
@@ -1822,10 +1865,18 @@ export function firstAutomationAction(
 export function conditionFieldsForTrigger(
   trigger: AutomationTrigger,
 ): AutomationConditionField[] {
-  if (trigger === "deal_won") {
+  if (
+    trigger === "deal_won" ||
+    trigger === "deal_lost" ||
+    trigger === "deal_created" ||
+    trigger === "deal_stage_changed"
+  ) {
     return ["deal_amount", "has_person", "has_company"];
   }
-  return ["ticket_priority", "has_person", "has_company"];
+  if (trigger === "ticket_resolved" || trigger === "ticket_created") {
+    return ["ticket_priority", "has_person", "has_company"];
+  }
+  return ["has_person", "has_company"];
 }
 
 export interface AutomationStep {