fix(bot): eliminate duplicate review cards caused by sync race and edit fallback

Their three commits (730d0bd, 5a9b543, 387edfb) reached production by push and
auto-deployed. 387edfb expects a users.username column that the live database does
not have, so POST /api/v1/auth/login was returning HTTP 500. Their schema changes
never applied either (projects still has only id, name, description, start_date,
pm_user_id, created_at), so nothing depends on the reverted code.

This commit sets the tree back to exactly a02b3ea — verified with git diff against
it — while keeping history linear: the work itself is preserved on 'pm' at 387edfb.

.env.example

@@ -0,0 +1,71 @@
+# ============================================================
+# ERP stack configuration — copy to .env and fill in real values.
+# .env is git-ignored; NEVER commit real credentials.
+#   Local dev:      cp .env.example .env   (defaults work as-is)
+#   Production VPS: /srv/erp/.env with STRONG values for every entry —
+#                   docker-compose.prod.yml refuses to boot without them.
+# ============================================================
+
+# --- Public hosts (production; local defaults live in docker-compose.yml) ---
+APP_HOST=aramesh.bennu-api-bahrestan.ir
+API_HOST=api.bennu-api-bahrestan.ir
+AUTH_HOST=casdoor.bennu-api-bahrestan.ir
+S3_HOST=s3.bennu-api-bahrestan.ir
+STORAGE_HOST=storage.bennu-api-bahrestan.ir
+
+# --- Traefik / Let's Encrypt ---
+TRAEFIK_ACME_EMAIL=you@example.com
+
+# --- Environment: "prod" enables the fail-fast startup checks in the API ---
+ENVIRONMENT=prod
+
+# --- PostgreSQL (app + Casdoor share the instance) ---
+POSTGRES_PASSWORD=CHANGE_ME_strong_db_password
+
+# --- MinIO object storage root credentials ---
+MINIO_ROOT_USER=CHANGE_ME_minio_user
+MINIO_ROOT_PASSWORD=CHANGE_ME_long_random_minio_password
+
+# --- Casdoor OIDC application (must match the Casdoor application record) ---
+CASDOOR_CLIENT_SECRET=CHANGE_ME_casdoor_client_secret
+CASDOOR_ADMIN_PASSWORD=CHANGE_ME_casdoor_console_admin_password
+
+# --- CORS: exact browser origins allowed to call the API (comma-separated) ---
+CORS_ORIGINS=https://aramesh.bennu-api-bahrestan.ir
+
+# --- Developer Mode (X-User-* header identity + login panel) ---
+# MUST stay false in production. Only for local debugging without tokens.
+DEV_LOGIN_ENABLED=false
+
+# --- Deploy webhook (Gitea push → rebuild; see infra/deploy-webhook/) ---
+GITEA_WEBHOOK_SECRET=CHANGE_ME_long_random_webhook_secret
+
+# --- Backups (db-backup sidecar; see docker-compose.yml) ---
+BACKUP_DIR=/srv/erp/backups
+BACKUP_INTERVAL_SECONDS=86400
+BACKUP_KEEP_DAYS=14
+
+# --- Monitoring stack (see monitoring/README.md) ---
+# API log format for Loki ingestion ("text" locally, "json" in production)
+LOG_FORMAT=json
+# GlitchTip (error tracking). GLITCHTIP_HOST must be a public DNS name —
+# the browser SDK posts errors there.
+GLITCHTIP_SECRET_KEY=CHANGE_ME_random_django_secret
+GLITCHTIP_DOMAIN=https://errors.bennu-api-bahrestan.ir
+GLITCHTIP_HOST=errors.bennu-api-bahrestan.ir
+GLITCHTIP_DB_PASSWORD=CHANGE_ME_glitchtip_db_password
+GLITCHTIP_FROM_EMAIL=noreply@bennu-api-bahrestan.ir
+GLITCHTIP_EMAIL_URL=consolemail://
+# Grafana (dashboards) — UI is loopback-only (:3001) unless you add Traefik labels
+GRAFANA_ADMIN_PASSWORD=CHANGE_ME_grafana_password
+GRAFANA_ROOT_URL=http://localhost:3001/
+# OpenPanel (product analytics) — client id/secret from the OpenPanel project
+OPENPANEL_API_URL=http://openpanel-api:3333
+OPENPANEL_CLIENT_ID=
+OPENPANEL_CLIENT_SECRET=
+# Public origin of the OpenPanel dashboard/API the BROWSER talks to
+# (e.g. https://stats.bennu-api-bahrestan.ir — see monitoring/README.md)
+OPENPANEL_PUBLIC_URL=
+# Sentry/GlitchTip DSNs created in the GlitchTip UI after first boot
+SENTRY_DSN_BACKEND=
+SENTRY_DSN_FRONTEND=

.gitignore

@@ -11,13 +11,27 @@ __pycache__/
 venv/
 
 # ---- Env / secrets ----
+# All credentials live in git-ignored .env files (server-side and local).
+# NEVER commit .env or database dumps — see docs/SECRET-MANAGEMENT.md.
+.env
+.env.*
+!*.env.example
+backend/.env
 frontend/.env
 *.local
 
+# ---- Database dumps (contain user rows + signing material) ----
+*.dump
+*.sql.gz
+
 # ---- Local session / backups ----
 .zcode/
+.zcodeignore
+scratch/
 v1.2 - Copy/
 inv dash/
+bot/
+voice/
 
 # ---- Machine-local compose overrides (LAN phone access, etc.) ----
 docker-compose.override.yml

README.md

@@ -105,8 +105,8 @@ for production builds).
 | What | Where | Credentials |
 |---|---|---|
 | App | http://localhost (via Traefik) | — |
-| Casdoor console | http://localhost:8080 | `admin` / `123` |
-| Seeded app users (org `inventory`) | `razaei` (admin), `mousavi` (مدیر تدارکات), `mohaghegh` (مدیر پروژه), `tester` (مدیر پروژه، پروژه «تست») | password `123456` |
+| Casdoor console | http://localhost:8080 | admin credentials are set when you run the seeder (`CASDOOR_ADMIN_PW`) — never commit them |
+| Seeded app users (org `inventory`) | `razaei` (admin), `mousavi` (مدیر تدارکات), `mohaghegh` (مدیر پروژه), `tester` (مدیر پروژه، پروژه «تست») | password from `CASDOOR_SEED_PASSWORD` (bcrypt-hashed at rest — see `backend/tools/seed_casdoor.py`) |
 
 Run `backend/tools/seed_casdoor.py` once after the first boot to create the
 Casdoor organization, application and users (idempotent). Full details —
@@ -143,7 +143,7 @@ is an SSH tunnel from your machine:
    use the panel):
 
    ```powershell
-   ssh -L 9001:127.0.0.1:9001 root@171.22.25.75
+   ssh -L 9001:127.0.0.1:9001 <user>@<server-host>
    ```
 
    You will also land in a normal SSH session — that is fine; the tunnel
@@ -151,18 +151,17 @@ is an SSH tunnel from your machine:
 
 2. In your browser, open: **http://localhost:9001**
 
-3. Log in with:
-
-   | Username | Password |
-   |---|---|
-   | `aramesh-minio` | `feb10fadb5441019dfc33bf12a9b0f74e7b6c478` |
+3. Log in with the production MinIO root credentials from the server's
+   `/srv/erp/.env` (`MINIO_ROOT_USER` / `MINIO_ROOT_PASSWORD`) — they are
+   **never** written in this repo or its history. See
+   [`docs/SECRET-MANAGEMENT.md`](docs/SECRET-MANAGEMENT.md).
 
 You will see the **`procurement-files`** bucket — the invoices/proformas the
 ERP stores, browsable and downloadable from there.
 
-⚠️ These credentials are **full admin access to the file storage**. Treat
-them as a production secret (this README is inside the repo, so anyone with
-repo access can read them — rotate them on the server if they ever leak).
+⚠️ Those credentials are **full admin access to the file storage**. They live
+only in the server-side `.env`; if one ever leaks, rotate it immediately
+(checklist in `docs/SECRET-MANAGEMENT.md`).
 
 Close the PowerShell window (or `Ctrl+C`) when you are done to drop the
 tunnel.
@@ -215,15 +214,23 @@ All should show `Up` (postgres also `(healthy)`).
 | Frontend UI | http://localhost |
 | API docs (Swagger) | http://localhost:8000/docs |
 | API health | http://localhost:8000/health → `{"status":"ok","service":"procurement-api"}` |
+| API readiness (DB + MinIO + Casdoor) | http://localhost:8000/health/ready |
+| Metrics | http://localhost:8000/metrics |
 | MinIO console | http://localhost:9001 (user/pass `minioadmin`/`minioadmin`) |
 | Database | `localhost:5433`, db `procurement`, user/pass `postgres`/`postgres` (Casdoor uses the same instance, db `casdoor`) |
 
-Quick end-to-end check (Traefik → frontend proxy → API → DB):
+Automated end-to-end checks (authenticates via `SMOKE_USER` /
+`SMOKE_PASSWORD` — the seeder users):
 
 ```powershell
-curl http://localhost/api/v1/quotes?expand=supplier,project,line_items,termsheets,events,decision,receipt
+backend\tools\smoke_test.py   # read paths
+backend\tools\smoke_test_write.py / smoke_test_misc.py
 ```
 
+> Every API route now requires a Casdoor JWT — a bare
+> `curl http://localhost/api/v1/quotes` returns **401** by design.
+> Day-2 operations (deploys, backups, monitoring): [`docs/OPERATIONS.md`](docs/OPERATIONS.md).
+
 ---
 
 ## MinIO (object storage for invoice / proforma files)
@@ -262,47 +269,33 @@ docker exec -it procurement-postgres psql -U postgres -d procurement
 
 ---
 
-## Restoring the committed seed data
+## Recovery / seeding
 
-The databases are **not** in git — Docker volumes hold the data. The repo
-ships recovery dumps in `backups/علی محقق/`:
+The databases are **not** in git — Docker volumes hold the data, and
+database dumps must never be committed (they contain user rows and signing
+material). Two supported ways to bring a fresh stack up:
 
-| File | Contents |
-|---|---|
-| `casdoor.dump` | Casdoor schema + console admin (`admin` / `123`), org `inventory`, app `inventory-app`, the JWT signing cert, and the single org user `ali.mohaghegh` |
-| `procurement.dump` | Procurement schema + the single `users` row «علی محقق» with role `admin`; all other tables empty (categories/units re-seed at API startup) |
+1. **Empty boot** — schema v2.6 auto-applies on the first boot of an empty
+   `postgres_data` volume; then run the seeders:
 
-⚠️ This **replaces all data** in the `procurement` and `casdoor` databases.
-On a running stack:
-
-```powershell
-docker compose stop api casdoor
-docker cp "backups/علی محقق/procurement.dump" procurement-postgres:/tmp/
-docker cp "backups/علی محقق/casdoor.dump" procurement-postgres:/tmp/
-docker exec procurement-postgres pg_restore -U postgres -d procurement --clean --if-exists /tmp/procurement.dump
-docker exec procurement-postgres pg_restore -U postgres -d casdoor    --clean --if-exists /tmp/casdoor.dump
-docker compose start casdoor api
-```
-
-Login afterwards: `ali.mohaghegh` / `hulkfuck002` (Casdoor rejects spaces
-in usernames, so «ali mohaghegh» is not a valid login name).
-
-Want demo data instead? Two seeders are still available (they create
-different users — see the Login table above):
-
-1. **App seeder** (realistic demo dataset; keeps the Casdoor org as-is):
    ```powershell
+   # Casdoor org + app + users (prints/generates credentials — do not commit them)
+   docker compose run --rm -e CASDOOR_BASE=http://casdoor:8000 api python tools/seed_casdoor.py
+   # Demo dataset (optional):
    docker exec procurement-api sh -c "cd /srv/backend && python -m tools.seed"
    ```
-2. **Casdoor seeder** (creates org `inventory` + app + users razaei /
-   mousavi / mohaghegh / tester — run once after a fresh volume):
+
+2. **Restore your own dump** — create dumps on the server (kept server-side,
+   e.g. `/srv/erp/backups/`), never in git:
+
    ```powershell
-   python backend/tools/seed_casdoor.py   # from the host, or from the api container
+   docker exec procurement-postgres pg_dump -U postgres -d procurement -Fc > /srv/erp/backups/procurement-$(date +%F).dump
+   docker exec procurement-postgres pg_dump -U postgres -d casdoor    -Fc > /srv/erp/backups/casdoor-$(date +%F).dump
    ```
 
-To create a fresh dump of your own current state: stop `api` + `casdoor`,
-`docker exec procurement-postgres pg_dump -U postgres -d procurement -Fc`
-(+ the `casdoor` DB) into `backups/`, then start them again.
+   Restore with `pg_restore --clean --if-exists` (stop `api` + `casdoor`
+   first — this **replaces all data**). The scheduled backup sidecar
+   (see `docs/OPERATIONS.md`) automates this.
 
 ## Common operations
 
@@ -317,10 +310,11 @@ docker compose down -v              # ⚠️ full reset — wipes DB + MinIO vol
 
 ## Known behavior
 
-- Authentication is Casdoor-based (JWT verified via JWKS): `/auth`, `/users`,
-  `/inventory` and `/pm` are protected (401 without a token, 403 without a role).
-  The procurement CRUD endpoints (quotes, suppliers, materials, …) are still
-  open — dev placeholder, do not expose to the public internet.
+- Authentication is Casdoor-based (JWT verified via JWKS) and **required on
+  every API route** except `/health`, `/health/ready` and `/auth/login`
+  (401 without a token, 403 without a role). The former dev-header fallback
+  (`X-User-Role` / `X-User-Name-B64`) is disabled unless
+  `PROCUREMENT_DEV_LOGIN_ENABLED=true` — never enable it in production.
 - Roles live in the app's `users` table (Casdoor is identity-only): `pm`,
   `procurement_manager`, `admin`. Role changes are **admin-only** (RBAC);
   the procurement manager can only assign projects to project managers.

ai procurement/.env.example

@@ -0,0 +1,28 @@
+# Bale Bot API — token from Bale's BotFather (required)
+PROCUREMENT_BOT_BOT_TOKEN=
+PROCUREMENT_BOT_BALE_API_BASE=https://tapi.bale.ai
+
+# ERP procurement API (in Docker: http://api:8000/api/v1)
+PROCUREMENT_BOT_API_BASE_URL=http://localhost:8000/api/v1
+PROCUREMENT_BOT_DATABASE_URL=postgresql+asyncpg://postgres:postgres@localhost:5432/procurement
+
+# LLM provider — any OpenAI-compatible endpoint (JSON-mode chat completions)
+PROCUREMENT_BOT_AI_BASE_URL=https://api.deepseek.com
+PROCUREMENT_BOT_AI_API_KEY=
+PROCUREMENT_BOT_LLM_MODEL=deepseek-flash
+
+# STT provider — must expose POST /audio/transcriptions.
+# Falls back to AI_* when unset. DeepSeek has no audio API, so voice needs
+# its own whisper-compatible provider (OpenAI, GLM, self-hosted faster-whisper…).
+PROCUREMENT_BOT_STT_BASE_URL=
+PROCUREMENT_BOT_STT_API_KEY=
+PROCUREMENT_BOT_STT_MODEL=whisper-1
+PROCUREMENT_BOT_STT_LANGUAGE=fa
+
+# Bale chat ids allowed without Casdoor linking (comma separated)
+PROCUREMENT_BOT_ADMIN_CHAT_IDS=
+# Optional bearer for the day the ERP starts enforcing auth on procurement routes
+PROCUREMENT_BOT_SERVICE_TOKEN=
+# Drafts older than this are swept into `expired`
+PROCUREMENT_BOT_DRAFT_TTL_HOURS=24
+PROCUREMENT_BOT_LOG_LEVEL=INFO

ai procurement/.gitignore

@@ -0,0 +1,14 @@
+# ---- Env / secrets ----
+.env
+*.local
+
+# ---- Python ----
+__pycache__/
+*.pyc
+*.pyo
+.venv/
+venv/
+
+# ---- OS junk ----
+.DS_Store
+Thumbs.db

ai procurement/Dockerfile

@@ -0,0 +1,23 @@
+# Bale procurement bot — a long-polling worker against tapi.bale.ai.
+# ffmpeg converts Bale voice notes (OGG/Opus) before they are sent to STT.
+FROM python:3.13-slim
+
+ENV PYTHONDONTWRITEBYTECODE=1 \
+    PYTHONUNBUFFERED=1
+
+RUN apt-get update \
+ && apt-get install -y --no-install-recommends ffmpeg \
+ && rm -rf /var/lib/apt/lists/*
+
+WORKDIR /srv/bot
+
+# Dependencies first (layer caching). PIP_INDEX_URL overridable like the api image.
+ARG PIP_INDEX_URL=https://pypi.org/simple
+COPY requirements.txt .
+RUN pip install --no-cache-dir -i ${PIP_INDEX_URL} -r requirements.txt
+
+# Application
+COPY app ./app
+COPY tools ./tools
+
+CMD ["python", "-m", "app.main"]

ai procurement/README.md

@@ -0,0 +1,120 @@
+# procurement_ai_agent — Bale chatbot for the procurement ERP
+
+A **Bale messenger bot** that turns Persian **chat messages and voice notes**
+into procurement actions in the
+[procurement ERP](https://git.bennu-api-bahrestan.ir/ali_mohaghegh/ERP) —
+draft-first: it captures what it understood, tells you **what it did** and
+**what is still empty**, and **commits only after you approve** with a ✅ button.
+
+```
+you (Bale, text/voice)                      ┌─────────────────────────────────┐
+        │  getUpdates (long poll)           │        procurement_ai_agent     │
+        ▼                                   │  ffmpeg → STT (Persian)         │
+┌──────────────────┐   POST {base}/bot<T>    │  LLM → intent + entities        │
+│   tapi.bale.ai   │◄───────────────────────►│  fuzzy resolve → draft payload  │
+└──────────────────┘   sendMessage / buttons │  review + «چه چیزهایی خالی مونده»│
+                                             └───────────────┬─────────────────┘
+                                                             │ HTTP + X-Actor-Id
+                                                             ▼
+                                             ┌─────────────────────────────────┐
+                                             │   ERP api  (/api/v1)            │
+                                             │   quotes · suppliers · materials│
+                                             └─────────────────────────────────┘
+```
+
+## What it can do
+
+| Activity | Example (voice or text) | Committed via |
+|---|---|---|
+| Register a supplier quote | «سازان نو برای پروژه برج آسمان ۵۰۰ کیلو میلگرد A3 سایز ۱۴، هر کیلو ۴۵ تومن، پرداخت ۳ فاز» | `POST /quotes` |
+| Add a supplier | «تأمین‌کننده جدید پروفیل بر، دسته لوله و اتصالات، تلفن ۰۹۱۲…» | `POST /suppliers` |
+| Add a material | «کالای جدید میلگرد A3 سایز ۱۸ با واحد کیلوگرم» | `POST /materials` |
+| Status queries | «استعلام‌های در انتظار؟» / «کدام‌ها به‌زودی منقضی می‌شوند؟» | `GET /quotes?…` |
+| Accept a quote | «استعلام سازان نو را قبول کن» | `PATCH /quotes/{id}/accept` |
+| Announce a delivery | «اقلام سازان نو رسید، ۵۰۰ و ۲۰۰» | `PATCH /quotes/{id}/arrive-items` |
+
+### The draft → approve loop
+
+1. Send a message or voice note. Voice → ffmpeg → STT; text/STT text → LLM
+   extracts a typed **intent + entities** (JSON mode, Persian digits
+   normalized).
+2. Names are fuzzy-matched against the ERP. Several candidates → inline
+   **pick buttons**; no match → listed as missing.
+3. The bot replies with a **review card**: everything captured + a
+   ✅/⚠️/❌ list of what is still empty.
+4. Keep chatting to refine («قیمت میلگرد ۴۷ شد») — the open draft updates and
+   re-renders. Drafts survive bot restarts (postgres-backed, TTL-swept).
+5. **Nothing is written to the ERP until you tap ✅.** After commit you get the
+   created quote id and the fields left empty.
+
+### Team access & attribution
+
+Each member links their Bale chat once: `/start` → Casdoor username → password
+(validated via the ERP's real `POST /auth/login`, used once, never stored).
+Every mutating call carries `X-Actor-Id: <users.id>` so `quote_events.actor`
+records the **human** who asked.
+
+Commands: `/start` · `/help` · `/drafts` · `/cancel` · `/whoami` · `/unlink`
+
+## Quick start (Docker)
+
+```bash
+cp .env.example .env          # fill PROCUREMENT_BOT_BOT_TOKEN + AI_API_KEY
+docker build -t procurement-ai-agent .
+docker run -d --name procurement-bot --env-file .env \
+  --add-host host.docker.internal:host-gateway \
+  procurement-ai-agent
+docker logs -f procurement-bot
+```
+
+Or as part of the ERP stack — see [`integration/`](integration/README.md)
+(compose service + the one tiny ERP-side patch).
+
+Full setup, env-var reference, flows and troubleshooting:
+**[docs/SETUP.md](docs/SETUP.md)**.
+
+## Architecture
+
+```
+app/
+├── main.py          ensure bot tables → sweeper task → getUpdates long-poll loop
+├── config.py        pydantic-settings, PROCUREMENT_BOT_ prefix
+├── bale/client.py   Telegram-compatible Bale API (poll, send, edit, buttons, files)
+├── api/client.py    ERP /api/v1 client (X-Actor-Id attribution, error envelope)
+├── stt.py           ffmpeg (OGG/Opus → MP3) → OpenAI-compatible /audio/transcriptions
+├── nlu.py           Persian intent+entity extraction (JSON-mode chat completions)
+├── resolve.py       fuzzy name→id matching (difflib over ilike search), TTL caches
+├── drafts.py        draft store · QuoteCreate payload builder · missing-field logic
+├── keyboards.py     inline keyboards (callback_data ≤ 64 B op-codes)
+├── texts.py         Persian message templates
+├── runtime.py       context, link store, in-memory pending flows
+├── models.py        bot_links / bot_drafts / bot_messages / bot_meta (own schema)
+└── handlers/        dispatch · commands · callbacks · links ·
+                     quote · supplier · material · queries · decisions
+```
+
+Design notes:
+
+- **Telegram-compatible Bale API** (`tapi.bale.ai`): getUpdates long polling —
+  no public port, no webhook, resumable offset persisted across restarts.
+- **Draft-first**: `bot_drafts.payload` holds a talking-friendly JSON that is
+  converted into the exact `POST /quotes` request body (temp_id
+  cross-references) only on approval; the API deliberately tolerates
+  incomplete quotes, so partial commits are explicit, never accidental.
+- **Accept flow echoes the termsheet's existing `schedule_steps`** back to
+  `PATCH /quotes/{id}/accept` (the API replaces steps with what it receives).
+- **Persian-aware matching**: Persian/Arabic digit normalization, ZWNJ folding,
+  Arabic ya/ka folding, difflib ranking on top of the API's ilike search.
+- **Voice notes** arrive as OGG/Opus; ffmpeg converts to mono 16 kHz MP3 before
+  STT. The LLM provider and the STT provider are configured independently
+  (e.g. DeepSeek for NLU + any whisper-compatible endpoint for voice).
+
+## Testing
+
+An offline end-to-end harness stubs Bale/ERP/AI and drives the real handler
+pipeline with fake updates — no token, DB or API key needed:
+
+```bash
+pip install -r requirements.txt
+python tools/smoke_test.py     # → ALL PASSED: 48 passed
+```

ai procurement/app/__init__.py

@@ -0,0 +1,2 @@
+"""Bale procurement chatbot — drafts ERP actions from chat text/voice,
+reports what it captured + what is missing, and commits only on approval."""

ai procurement/app/api/__init__.py

@@ -0,0 +1 @@
+"""ERP API client — the only way the bot touches procurement data."""

ai procurement/app/api/client.py

@@ -0,0 +1,137 @@
+"""Async client for the procurement API (/api/v1).
+
+Attribution: every call carries ``X-Actor-Id`` (the linked ERP user id) so
+``quote_events.actor`` records the human who asked, not the bot. A service
+bearer token is sent when configured (procurement endpoints are currently
+open — the slot is for the day auth lands).
+"""
+import logging
+from typing import Any
+
+import httpx
+
+logger = logging.getLogger("bot.api")
+
+
+class ApiError(Exception):
+    def __init__(self, status: int, code: str, message: str, field: str | None = None):
+        super().__init__(message)
+        self.status = status
+        self.code = code
+        self.message = message
+        self.field = field
+
+
+class ErpClient:
+    def __init__(self, base_url: str, timeout: float = 30.0, service_token: str = ""):
+        self._base = base_url.rstrip("/")
+        self._timeout = timeout
+        self._service_token = service_token
+
+    def _actor_headers(self, actor_id: str | None, actor_name: str | None) -> dict:
+        headers: dict[str, str] = {}
+        if self._service_token:
+            headers["Authorization"] = f"Bearer {self._service_token}"
+        if actor_id:
+            headers["X-Actor-Id"] = actor_id
+        return headers
+
+    async def _request(self, method: str, path: str, *, actor_id: str | None = None,
+                       json: Any = None, params: dict | None = None) -> Any:
+        url = f"{self._base}{path}"
+        async with httpx.AsyncClient(timeout=self._timeout) as client:
+            try:
+                resp = await client.request(
+                    method, url, json=json, params=params, headers=self._actor_headers(actor_id, None)
+                )
+            except httpx.HTTPError as exc:
+                raise ApiError(0, "NETWORK", f"ERP API unreachable: {exc}") from exc
+        if resp.status_code in (200, 201):
+            return resp.json()
+        try:
+            err = resp.json().get("error") or {}
+        except ValueError:
+            err = {}
+        raise ApiError(
+            resp.status_code,
+            str(err.get("code") or "INTERNAL_ERROR"),
+            str(err.get("message") or f"HTTP {resp.status_code}"),
+            err.get("field"),
+        )
+
+    # ------------------------------------------------------------------ auth
+
+    async def login(self, username: str, password: str) -> dict:
+        body = await self._request("POST", "/auth/login", json={"username": username, "password": password})
+        return body.get("data") or {}
+
+    # ---------------------------------------------------------------- lookup
+
+    async def list_suppliers(self, q: str | None = None, page_size: int = 20) -> list[dict]:
+        params: dict = {"page_size": page_size}
+        if q:
+            params["q"] = q
+        return (await self._request("GET", "/suppliers", params=params)).get("data") or []
+
+    async def create_supplier(self, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("POST", "/suppliers", json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def list_materials(self, q: str | None = None, page_size: int = 20) -> list[dict]:
+        params: dict = {"page_size": page_size}
+        if q:
+            params["q"] = q
+        return (await self._request("GET", "/materials", params=params)).get("data") or []
+
+    async def create_material(self, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("POST", "/materials", json=payload, actor_id=actor_id)).get("data") or []
+
+    async def list_units(self, q: str | None = None, page_size: int = 100) -> list[dict]:
+        params: dict = {"page_size": page_size}
+        if q:
+            params["q"] = q
+        return (await self._request("GET", "/units", params=params)).get("data") or []
+
+    async def list_projects(self, page_size: int = 100) -> list[dict]:
+        return (await self._request("GET", "/projects", params={"page_size": page_size})).get("data") or []
+
+    async def list_categories(self, page_size: int = 100) -> list[dict]:
+        return (await self._request("GET", "/material-categories", params={"page_size": page_size})).get("data") or []
+
+    # ---------------------------------------------------------------- quotes
+
+    async def list_quotes(self, *, status: str | None = None, q: str | None = None,
+                          expand: str | None = None, sort: str | None = None,
+                          page: int = 1, page_size: int = 10) -> tuple[list[dict], dict]:
+        params: dict = {"page": page, "page_size": page_size}
+        if status:
+            params["status"] = status
+        if q:
+            params["q"] = q
+        if expand:
+            params["expand"] = expand
+        if sort:
+            params["sort"] = sort
+        body = await self._request("GET", "/quotes", params=params)
+        return body.get("data") or [], body.get("meta") or {}
+
+    async def get_quote(self, quote_id: str, expand: str | None = None, actor_id: str | None = None) -> dict:
+        params = {"expand": expand} if expand else None
+        return (await self._request("GET", f"/quotes/{quote_id}", params=params, actor_id=actor_id)).get("data") or {}
+
+    async def create_quote(self, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("POST", "/quotes", json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def accept_quote(self, quote_id: str, payload: dict, actor_id: str | None = None) -> dict:
+        path = f"/quotes/{quote_id}/accept"
+        return (await self._request("PATCH", path, json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def arrive_quote(self, quote_id: str, actor_id: str | None = None) -> dict:
+        return (await self._request("PATCH", f"/quotes/{quote_id}/arrive", actor_id=actor_id)).get("data") or {}
+
+    async def arrive_items(self, quote_id: str, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("PATCH", f"/quotes/{quote_id}/arrive-items", json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def reject_quote(self, quote_id: str, reason: str | None = None, actor_id: str | None = None) -> dict:
+        return (await self._request(
+            "PATCH", f"/quotes/{quote_id}/reject", json={"reason": reason} if reason else None, actor_id=actor_id
+        )).get("data") or {}

ai procurement/app/bale/__init__.py

@@ -0,0 +1 @@
+"""Bale Bot API client (Telegram-compatible surface at tapi.bale.ai)."""

ai procurement/app/bale/client.py

@@ -0,0 +1,186 @@
+"""Thin async client for the Bale Bot API.
+
+Bale's bot surface is a Telegram Bot API clone: ``POST {base}/bot{token}/{method}``
+and file downloads at ``{base}/file/bot{token}/{file_path}``. Long polling via
+``getUpdates`` avoids any webhook/TLS setup on the server.
+
+HTML parse_mode is requested first; if Bale rejects it for a given payload we
+transparently retry as plain text so messages never get lost.
+"""
+import asyncio
+import logging
+
+import httpx
+
+logger = logging.getLogger("bot.bale")
+
+REPLY_MARKUP = "reply_markup"
+
+
+class BaleError(Exception):
+    def __init__(self, description: str, error_code: int | None = None):
+        super().__init__(description)
+        self.description = description
+        self.error_code = error_code
+
+
+class BaleClient:
+    def __init__(self, base_url: str, token: str, timeout: float = 60.0):
+        self._base = base_url.rstrip("/")
+        self._token = token
+        self._timeout = timeout
+
+    # ------------------------------------------------------------------ core
+
+    def _method_url(self, method: str) -> str:
+        return f"{self._base}/bot{self._token}/{method}"
+
+    def _file_url(self, file_path: str) -> str:
+        return f"{self._base}/file/bot{self._token}/{file_path.lstrip('/')}"
+
+    async def _call(self, method: str, payload: dict | None = None, timeout: float | None = None) -> dict:
+        async with httpx.AsyncClient(timeout=timeout or self._timeout) as client:
+            try:
+                resp = await client.post(self._method_url(method), json=payload or {})
+            except httpx.HTTPError as exc:
+                raise BaleError(f"network error calling {method}: {exc}") from exc
+        try:
+            body = resp.json()
+        except ValueError as exc:
+            raise BaleError(f"non-JSON response for {method} (HTTP {resp.status_code})") from exc
+        if not body.get("ok"):
+            raise BaleError(str(body.get("description") or "unknown bale error"), resp.status_code)
+        return body.get("result")
+
+    # ------------------------------------------------------------- receiving
+
+    async def get_updates(self, offset: int, timeout_seconds: int) -> list[dict]:
+        """Long poll. ``timeout_seconds=0`` returns immediately (drain mode)."""
+        result = await self._call(
+            "getUpdates",
+            {"offset": offset, "timeout": timeout_seconds, "allowed_updates": ["message", "callback_query"]},
+            timeout=timeout_seconds + 15,
+        )
+        return result or []
+
+    # -------------------------------------------------------------- sending
+
+    async def send_message(self, chat_id: int, text: str, reply_markup: dict | None = None,
+                           reply_to: int | None = None) -> dict:
+        payload: dict = {"chat_id": chat_id, "text": text[:4000], "parse_mode": "HTML"}
+        if reply_markup:
+            payload[REPLY_MARKUP] = reply_markup
+        if reply_to:
+            payload["reply_to_message_id"] = reply_to
+        try:
+            return await self._call("sendMessage", payload)
+        except BaleError:
+            # parse_mode / markup rejection fallback: retry plain, keep the keyboard.
+            payload.pop("parse_mode", None)
+            return await self._call("sendMessage", payload)
+
+    async def edit_message_text(self, chat_id: int, message_id: int, text: str,
+                                reply_markup: dict | None = None) -> dict:
+        payload: dict = {"chat_id": chat_id, "message_id": message_id, "text": text[:4000], "parse_mode": "HTML"}
+        if reply_markup:
+            payload[REPLY_MARKUP] = reply_markup
+        try:
+            return await self._call("editMessageText", payload)
+        except BaleError:
+            payload.pop("parse_mode", None)
+            return await self._call("editMessageText", payload)
+
+    async def delete_message(self, chat_id: int, message_id: int) -> bool:
+        payload: dict = {"chat_id": chat_id, "message_id": message_id}
+        try:
+            return bool(await self._call("deleteMessage", payload))
+        except BaleError as exc:
+            logger.warning("deleteMessage failed for chat %s msg %s: %s", chat_id, message_id, exc)
+            return False
+        except Exception as exc:
+            logger.warning("unexpected error in deleteMessage for chat %s msg %s: %s", chat_id, message_id, exc)
+            return False
+
+    async def answer_callback_query(self, callback_query_id: str, text: str | None = None) -> None:
+        payload: dict = {"callback_query_id": callback_query_id}
+        if text:
+            payload["text"] = text[:200]
+        try:
+            await self._call("answerCallbackQuery", payload)
+        except BaleError as exc:
+            logger.warning("answerCallbackQuery failed: %s", exc)
+
+    async def send_chat_action(self, chat_id: int, action: str = "typing") -> None:
+        try:
+            await self._call("sendChatAction", {"chat_id": chat_id, "action": action})
+        except BaleError as exc:
+            logger.debug("sendChatAction failed: %s", exc)
+
+    # ---------------------------------------------------------------- files
+
+    async def get_file(self, file_id: str) -> dict:
+        return await self._call("getFile", {"file_id": file_id})
+
+    async def download_file(self, file_id: str) -> bytes:
+        """Resolve a file_id to bytes (getFile → file_path → download URL)."""
+        info = await self.get_file(file_id)
+        file_path = info.get("file_path")
+        if not file_path:
+            raise BaleError("getFile returned no file_path")
+        async with httpx.AsyncClient(timeout=120) as client:
+            resp = await client.get(self._file_url(file_path))
+            resp.raise_for_status()
+            return resp.content
+
+
+async def poll_loop(client: BaleClient, on_update, offset_key: str = "bale_offset") -> None:
+    """Long-poll supervisor: resumable offset, one update at a time, never dies.
+
+    ``on_update`` must be an async callable receiving the raw update dict.
+    """
+    from app.db import SessionLocal
+    from app.models import BotMeta
+
+    async def load_offset() -> int:
+        async with SessionLocal() as session:
+            row = (await session.execute(
+                __import__("sqlalchemy").select(BotMeta.value).where(BotMeta.key == offset_key)
+            )).scalar()
+        return int(row) if row else 0
+
+    async def save_offset(value: int) -> None:
+        from sqlalchemy.dialects.postgresql import insert as pg_insert
+
+        async with SessionLocal() as session:
+            stmt = pg_insert(BotMeta).values(key=offset_key, value=str(value))
+            stmt = stmt.on_conflict_do_update(index_elements=[BotMeta.key], set_={"value": str(value)})
+            await session.execute(stmt)
+            await session.commit()
+
+    offset = await load_offset()
+    if offset == 0:
+        # Skip any backlog accumulated while the bot was down: peek once
+        # without waiting and jump straight to the newest update.
+        backlog = await client.get_updates(0, 0)
+        if backlog:
+            offset = max(u["update_id"] for u in backlog) + 1
+
+    logger.info("polling started (offset=%s)", offset)
+    while True:
+        try:
+            updates = await client.get_updates(offset, 25)
+            for update in updates:
+                offset = max(offset, update["update_id"] + 1)
+                await save_offset(offset)
+                try:
+                    await on_update(update)
+                except Exception:
+                    logger.exception("handler crashed on update %s", update.get("update_id"))
+        except asyncio.CancelledError:
+            raise
+        except BaleError as exc:
+            logger.warning("poll error: %s", exc)
+            await asyncio.sleep(3)
+        except Exception:
+            logger.exception("unexpected poll error")
+            await asyncio.sleep(3)

ai procurement/app/config.py

@@ -0,0 +1,77 @@
+"""Bot configuration.
+
+All settings can be overridden with environment variables prefixed with
+``PROCUREMENT_BOT_`` (e.g. ``PROCUREMENT_BOT_BOT_TOKEN=...``) or a local
+``.env`` file. Docker/compose passes them in directly (same convention as
+the api service's ``PROCUREMENT_*`` prefix).
+"""
+from pydantic_settings import BaseSettings, SettingsConfigDict
+
+
+class Settings(BaseSettings):
+    model_config = SettingsConfigDict(
+        env_prefix="PROCUREMENT_BOT_",
+        env_file=".env",
+        env_file_encoding="utf-8",
+        extra="ignore",
+    )
+
+    # Bale Bot API — Telegram-compatible clone hosted at tapi.bale.ai.
+    BALE_API_BASE: str = "https://tapi.bale.ai"
+    BOT_TOKEN: str = ""  # from Bale's BotFather
+    POLL_TIMEOUT_SECONDS: int = 25  # getUpdates long-poll window
+    POLL_ERROR_SLEEP_SECONDS: float = 3.0
+
+    # ERP API (in-network service URL inside Docker).
+    API_BASE_URL: str = "http://localhost:8000/api/v1"
+    API_TIMEOUT_SECONDS: float = 30.0
+    # Optional bearer for the day procurement endpoints start enforcing auth.
+    SERVICE_TOKEN: str = ""
+
+    # Frontend URL (for opening Wizard from Bale bot)
+    FRONTEND_URL: str = "http://localhost:8081"
+
+    # OpenAI-compatible AI provider (LLM), e.g. OpenAI / GLM / DeepSeek / OpenRouter.
+    AI_BASE_URL: str = ""  # e.g. https://api.openai.com/v1
+    AI_API_KEY: str = ""
+    LLM_MODEL: str = "gpt-4o-mini"
+    LLM_TIMEOUT_SECONDS: float = 60.0
+
+    # STT provider — any OpenAI-compatible /audio/transcriptions endpoint.
+    # Falls back to the LLM provider when unset. Note: some providers
+    # (e.g. DeepSeek) have no audio API — voice stays disabled gracefully.
+    STT_BASE_URL: str = ""
+    STT_API_KEY: str = ""
+    STT_MODEL: str = "whisper-1"
+    STT_LANGUAGE: str = "fa"
+
+    @property
+    def stt_base_url(self) -> str:
+        return self.STT_BASE_URL or self.AI_BASE_URL
+
+    @property
+    def stt_api_key(self) -> str:
+        return self.STT_API_KEY or self.AI_API_KEY
+
+    # PostgreSQL — same instance/database as the api service.
+    DATABASE_URL: str = "postgresql+asyncpg://postgres:postgres@localhost:5432/procurement"
+
+    # Chats that may use the bot without Casdoor linking (comma separated).
+    ADMIN_CHAT_IDS: str = ""
+
+    # Drafts older than this are marked expired by the sweeper loop.
+    DRAFT_TTL_HOURS: int = 24
+
+    LOG_LEVEL: str = "INFO"
+
+    @property
+    def admin_chat_ids(self) -> set[int]:
+        out: set[int] = set()
+        for part in self.ADMIN_CHAT_IDS.replace(";", ",").split(","):
+            part = part.strip()
+            if part.isdigit():
+                out.add(int(part))
+        return out
+
+
+settings = Settings()

ai procurement/app/db.py

@@ -0,0 +1,7 @@
+"""Async engine/session for the bot's own tables (same postgres as the api)."""
+from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
+
+from app.config import settings
+
+engine = create_async_engine(settings.DATABASE_URL, pool_pre_ping=True)
+SessionLocal = async_sessionmaker(engine, expire_on_commit=False)

ai procurement/app/db_init.py

@@ -0,0 +1,81 @@
+"""Idempotent DDL for the bot's own tables (mirrors the api's init_db.py
+convention — the ORM never creates tables; this script does, IF NOT EXISTS).
+"""
+import logging
+
+from sqlalchemy import text
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models import Base
+
+logger = logging.getLogger("bot.db_init")
+
+DDL = [
+    """
+    CREATE TABLE IF NOT EXISTS bot_links (
+        id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id BIGINT UNIQUE NOT NULL,
+        user_id UUID,
+        casdoor_username TEXT,
+        display_name TEXT,
+        role VARCHAR(32),
+        created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+        updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+    "CREATE INDEX IF NOT EXISTS ix_bot_links_chat_id ON bot_links (chat_id)",
+    """
+    CREATE TABLE IF NOT EXISTS bot_drafts (
+        id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id BIGINT NOT NULL,
+        kind VARCHAR(16) NOT NULL,
+        payload JSONB NOT NULL DEFAULT '{}'::jsonb,
+        missing JSONB,
+        status VARCHAR(16) NOT NULL DEFAULT 'active',
+        source VARCHAR(16),
+        source_message_id BIGINT,
+        review_message_id BIGINT,
+        created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+        updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_id ON bot_drafts (chat_id)",
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_status ON bot_drafts (chat_id, status)",
+    "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS last_bale_update_at TIMESTAMPTZ",
+    "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS source_message_id BIGINT",
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_review_msg ON bot_drafts (review_message_id)",
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_source_msg ON bot_drafts (source_message_id)",
+    """
+    CREATE TABLE IF NOT EXISTS bot_messages (
+        id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id BIGINT NOT NULL,
+        direction VARCHAR(4) NOT NULL,
+        kind VARCHAR(16) NOT NULL DEFAULT 'text',
+        body TEXT,
+        payload JSONB,
+        created_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+    "CREATE INDEX IF NOT EXISTS ix_bot_messages_chat_id ON bot_messages (chat_id)",
+    """
+    CREATE TABLE IF NOT EXISTS bot_meta (
+        key VARCHAR(64) PRIMARY KEY,
+        value TEXT,
+        updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+]
+
+
+async def ensure_bot_tables(session: AsyncSession) -> None:
+    for stmt in DDL:
+        await session.execute(text(stmt))
+    await session.commit()
+    logger.info("bot tables ready")
+
+
+async def ensure_schema() -> None:
+    from app.db import SessionLocal
+
+    async with SessionLocal() as session:
+        await ensure_bot_tables(session)

ai procurement/app/drafts.py

@@ -0,0 +1,474 @@
+"""Draft store + payload/missing-field logic.
+
+A draft's ``payload`` is a talking-friendly JSON the bot keeps refining. When
+the user approves, ``build_quote_payload`` converts it into the exact
+``POST /quotes`` request body (temp_ids cross-referencing line items,
+termsheets and prices).
+
+Resolution state lives inside the payload:
+  payload["supplier_id"], payload["project_id"],
+  item["material_id"], item["unit_id"], item["unit_explicit"],
+  payload["options"][field] = candidate list shown as pick-buttons.
+"""
+import difflib
+import uuid
+from datetime import datetime, timedelta, timezone
+
+from sqlalchemy import cast, func, select, String, update
+
+from app.db import SessionLocal
+from app.models import BotDraft
+from app.nlu import normalize_text
+
+KIND_QUOTE = "quote"
+KIND_SUPPLIER = "supplier"
+KIND_MATERIAL = "material"
+
+
+# ---------------------------------------------------------------------------
+# Store
+# ---------------------------------------------------------------------------
+
+async def create(chat_id: int, kind: str, payload: dict, source: str | None = None,
+                 source_message_id: int | None = None) -> BotDraft:
+    async with SessionLocal() as session:
+        draft = BotDraft(
+            chat_id=chat_id,
+            kind=kind,
+            payload=payload,
+            source=source,
+            source_message_id=source_message_id,
+        )
+        session.add(draft)
+        await session.commit()
+        await session.refresh(draft)
+        return draft
+
+
+async def get_active(chat_id: int, kind: str | None = None) -> BotDraft | None:
+    async with SessionLocal() as session:
+        stmt = select(BotDraft).where(BotDraft.chat_id == chat_id, BotDraft.status == "active")
+        if kind:
+            stmt = stmt.where(BotDraft.kind == kind)
+        stmt = stmt.order_by(BotDraft.updated_at.desc()).limit(1)
+        return (await session.execute(stmt)).scalar_one_or_none()
+
+
+async def get_by_message_id(chat_id: int, message_id: int) -> BotDraft | None:
+    """Find the active draft associated with a given message_id (review card or user source message)."""
+    async with SessionLocal() as session:
+        stmt = (
+            select(BotDraft)
+            .where(
+                BotDraft.chat_id == chat_id,
+                BotDraft.status == "active",
+                (BotDraft.review_message_id == message_id) | (BotDraft.source_message_id == message_id),
+            )
+            .order_by(BotDraft.updated_at.desc())
+            .limit(1)
+        )
+        return (await session.execute(stmt)).scalar_one_or_none()
+
+
+async def get_by_prefix(draft_prefix: str, chat_id: int | None = None) -> BotDraft | None:
+    """Resolve the short id used in callback_data (first 8 hex of the UUID)."""
+    async with SessionLocal() as session:
+        stmt = select(BotDraft).where(cast(BotDraft.id, String).like(f"{draft_prefix}%"))
+        if chat_id is not None:
+            stmt = stmt.where(BotDraft.chat_id == chat_id)
+        return (await session.execute(stmt)).scalar_one_or_none()
+
+
+async def save_payload(draft: BotDraft, missing: dict | None = None,
+                       review_message_id: int | None = None,
+                       source_message_id: int | None = None,
+                       mark_bale_synced: bool = False) -> None:
+    async with SessionLocal() as session:
+        effective_review_msg_id = review_message_id if review_message_id is not None else draft.review_message_id
+        values: dict = {
+            "payload": draft.payload,
+            "missing": missing,
+            "review_message_id": effective_review_msg_id,
+        }
+        if source_message_id is not None:
+            values["source_message_id"] = source_message_id
+            draft.source_message_id = source_message_id
+        if mark_bale_synced:
+            values["last_bale_update_at"] = func.now()
+        await session.execute(
+            update(BotDraft)
+            .where(BotDraft.id == draft.id)
+            .values(**values)
+        )
+        await session.commit()
+        draft.review_message_id = effective_review_msg_id
+
+
+async def set_status(draft_id: str, status: str) -> None:
+    async with SessionLocal() as session:
+        await session.execute(update(BotDraft).where(BotDraft.id == draft_id).values(status=status))
+        await session.commit()
+
+
+async def set_bale_updated_at(draft_id) -> None:
+    async with SessionLocal() as session:
+        await session.execute(
+            update(BotDraft)
+            .where(BotDraft.id == draft_id)
+            .values(last_bale_update_at=func.now())
+        )
+        await session.commit()
+
+
+async def get_pending_bale_updates() -> list[BotDraft]:
+    async with SessionLocal() as session:
+        stmt = (
+            select(BotDraft)
+            .where(
+                BotDraft.review_message_id.is_not(None),
+                (BotDraft.last_bale_update_at.is_(None)) | (BotDraft.updated_at > BotDraft.last_bale_update_at),
+            )
+            .order_by(BotDraft.updated_at.asc())
+            .limit(10)
+        )
+        return list((await session.execute(stmt)).scalars().all())
+
+
+async def expire_stale(ttl_hours: int) -> int:
+    cutoff = datetime.now(timezone.utc) - timedelta(hours=ttl_hours)
+    async with SessionLocal() as session:
+        result = await session.execute(
+            update(BotDraft)
+            .where(BotDraft.status == "active", BotDraft.updated_at < cutoff)
+            .values(status="expired")
+        )
+        await session.commit()
+        return result.rowcount or 0
+
+
+# ---------------------------------------------------------------------------
+# Quote payload
+# ---------------------------------------------------------------------------
+
+def new_quote_payload() -> dict:
+    return {
+        "supplier_name": None, "supplier_id": None,
+        "project_name": None, "project_id": None, "project_names": [], "project_ids": [],
+        "is_official": True, "notes": None, "expiry_date": None,
+        "items": [], "termsheets": [],
+        "options": {}, "proforma_file": None,
+    }
+
+
+def new_item(material_name: str | None = None) -> dict:
+    return {
+        "material_name": material_name, "material_id": None,
+        "quantity": None, "unit_name": None, "unit_id": None, "unit_explicit": False,
+        "unit_price": None, "brand_name": None, "specs": [], "notes": None,
+    }
+
+
+def _similarity(a: str | None, b: str | None) -> float:
+    na, nb = normalize_text(a or ""), normalize_text(b or "")
+    if not na or not nb:
+        return 0.0
+    ratio = difflib.SequenceMatcher(None, na, nb).ratio()
+    if na in nb or nb in na:
+        ratio += 0.3
+    return ratio
+
+
+def merge_quote_patch(payload: dict, patch: dict) -> bool:
+    """Merge an NLU patch into the payload. Returns True if anything changed."""
+    changed = False
+
+    def set_field(key: str, value) -> None:
+        nonlocal changed
+        if value is None:
+            return
+        if payload.get(key) != value:
+            payload[key] = value
+            changed = True
+
+    if patch.get("supplier_name"):
+        payload["supplier_name"] = str(patch["supplier_name"]).strip()
+        payload["supplier_id"] = None  # needs re-resolution
+        changed = True
+    if patch.get("project_names"):
+        payload["project_names"] = [str(p).strip() for p in patch["project_names"] if p]
+        if payload["project_names"] and not payload.get("project_name"):
+            payload["project_name"] = payload["project_names"][0]
+            payload["project_id"] = None
+        changed = True
+    elif patch.get("project_name"):
+        payload["project_name"] = str(patch["project_name"]).strip()
+        payload["project_id"] = None
+        if not payload.get("project_names"):
+            payload["project_names"] = [payload["project_name"]]
+        changed = True
+    set_field("is_official", patch.get("is_official"))
+    if patch.get("notes"):
+        payload["notes"] = f"{payload.get('notes') or ''}\n{patch['notes']}".strip()
+        changed = True
+    if patch.get("expiry_date"):
+        set_field("expiry_date", patch["expiry_date"])
+
+    for raw in patch.get("items") or []:
+        name = (raw.get("material_name") or "").strip() or None
+        target = None
+        if name:
+            best, best_ratio = None, 0.0
+            for item in payload["items"]:
+                # If both items have distinct specs, they are different line items
+                if raw.get("specs") and item.get("specs") and set(raw["specs"]) != set(item["specs"]):
+                    continue
+                # If both items have distinct brands, they are different line items
+                if raw.get("brand_name") and item.get("brand_name") and normalize_text(raw["brand_name"]) != normalize_text(item["brand_name"]):
+                    continue
+                ratio = _similarity(name, item.get("material_name"))
+                if ratio > best_ratio:
+                    best, best_ratio = item, ratio
+            if best is not None and best_ratio >= 0.55:
+                target = best
+        if target is None:
+            target = new_item(name)
+            payload["items"].append(target)
+            changed = True
+        for key in ("quantity", "unit_price"):
+            if raw.get(key) is not None:
+                try:
+                    value = float(raw[key])
+                except (TypeError, ValueError):
+                    continue
+                if target.get(key) != value:
+                    target[key] = value
+                    changed = True
+        if raw.get("specs"):
+            target["specs"] = [str(s).strip() for s in raw["specs"] if s]
+            spec_str = "، ".join(target["specs"])
+            if spec_str and not target.get("notes"):
+                target["notes"] = spec_str
+                changed = True
+        for key in ("unit_name", "brand_name", "notes"):
+            if raw.get(key):
+                val = str(raw[key]).strip()
+                if target.get(key) != val:
+                    target[key] = val
+                    changed = True
+
+    for raw in patch.get("payment_terms") or []:
+        label = (raw.get("label") or "شرایط پرداخت").strip()
+        milestones = []
+        for m in raw.get("milestones") or []:
+            if m.get("due_date") or m.get("amount"):
+                milestones.append({
+                    "due_date": m.get("due_date"),
+                    "amount": float(m.get("amount") or 0),
+                    "note": m.get("note"),
+                })
+        entry = {
+            "label": label,
+            "discount_type": raw.get("discount_type") or "none",
+            "discount_value": float(raw.get("discount_value") or 0),
+            "milestones": milestones,
+            "description": (raw.get("description") or "").strip() or None,
+        }
+        if not any(normalize_text(t["label"]) == normalize_text(label) for t in payload["termsheets"]):
+            payload["termsheets"].append(entry)
+            changed = True
+
+    return changed
+
+
+def compute_quote_missing(payload: dict) -> list[dict]:
+    """What is still empty — the user's explicit ask («یادآوری چیزهای خالی»)."""
+    out: list[dict] = []
+
+    def add(key: str, label: str, ok: bool, blocking: bool) -> None:
+        out.append({"key": key, "label": label, "ok": ok, "blocking": blocking})
+
+    sup_ok = bool(payload.get("supplier_id"))
+    add("supplier", "تأمین‌کننده", sup_ok, True)
+    add("project", "پروژه", bool(payload.get("project_id") or payload.get("project_ids")), False)
+    add("expiry", "تاریخ اعتبار", bool(payload.get("expiry_date")), False)
+
+    items = payload.get("items") or []
+    add("items", "قلم (کالا/مقدار)", bool(items), True)
+    for i, item in enumerate(items, start=1):
+        name = item.get("material_name") or f"قلم {i}"
+        if not item.get("material_id"):
+            add(f"item:{i}:material", f"شناسه کالا برای «{name}»", False, True)
+        if not item.get("quantity"):
+            add(f"item:{i}:qty", f"مقدار «{name}»", False, True)
+        if not (item.get("unit_id") or item.get("unit_name")):
+            add(f"item:{i}:unit", f"واحد «{name}»", False, True)
+        if not item.get("unit_price"):
+            add(f"item:{i}:price", f"قیمت واحد «{name}»", False, False)
+    if items and not payload.get("termsheets"):
+        add("terms", "شرایط پرداخت", False, False)
+    if not payload.get("notes"):
+        add("notes", "یادداشت", False, False)
+    return out
+
+
+def quote_ready(payload: dict) -> tuple[bool, list[str]]:
+    """Blocking check before commit; returns (ok, blocking_labels)."""
+    missing = compute_quote_missing(payload)
+    return all(not (m["blocking"] and not m["ok"]) for m in missing), [
+        m["label"] for m in missing if m["blocking"] and not m["ok"]
+    ]
+
+
+def build_quote_request(payload: dict, only_resolved_items: bool = False) -> tuple[dict | None, list[str]]:
+    """Convert the payload into a QuoteCreate body. Returns (body, problems)."""
+    problems: list[str] = []
+    if not payload.get("supplier_id"):
+        return None, ["تأمین‌کننده مشخص نیست"]
+
+    items = payload.get("items") or []
+    line_items: list[dict] = []
+    for i, item in enumerate(items, start=1):
+        if not item.get("material_id"):
+            if only_resolved_items:
+                continue
+            problems.append(f"کالای قلم {i} («{item.get('material_name') or '?'}») شناسایی نشد")
+            continue
+        if not item.get("quantity"):
+            problems.append(f"مقدار قلم {i} («{item.get('material_name') or '?'}») مشخص نیست")
+            continue
+        unit_id = item.get("unit_id")
+        if not unit_id:
+            problems.append(f"واحد قلم {i} («{item.get('material_name') or '?'}») مشخص نیست")
+            continue
+        notes_parts = []
+        if item.get("brand_name"):
+            notes_parts.append(f"برند: {item['brand_name']}")
+        if item.get("specs"):
+            notes_parts.append("، ".join(item["specs"]))
+        if item.get("notes"):
+            if item["notes"] not in notes_parts:
+                notes_parts.append(item["notes"])
+        notes_str = " | ".join(notes_parts) if notes_parts else None
+
+        line_items.append({
+            "temp_id": f"t{i}",
+            "material_id": item["material_id"],
+            "unit_id": int(unit_id),
+            "quantity": item["quantity"],
+            "notes": notes_str,
+        })
+
+    termsheets: list[dict] = []
+    item_termsheets: list[dict] = []
+    priced = [it for it in items if it.get("unit_price") and it.get("material_id")]
+    if priced:
+        raw_sheets = payload.get("termsheets") or []
+        if not raw_sheets:
+            raw_sheets = [{"label": "پیشنهاد قیمت"}]
+        for j, ts in enumerate(raw_sheets, start=1):
+            steps = []
+            for s_idx, m in enumerate(ts.get("milestones") or ts.get("schedule_steps") or [], start=1):
+                steps.append({
+                    "step_no": s_idx,
+                    "due_date": m.get("due_date"),
+                    "amount": float(m.get("amount") or 0),
+                    "note": m.get("note"),
+                })
+            termsheets.append({
+                "temp_id": f"p{j}",
+                "label": ts.get("label") or f"شرایط {j}",
+                "discount_type": ts.get("discount_type") or "none",
+                "discount_value": float(ts.get("discount_value") or 0),
+                "schedule_steps": steps,
+            })
+        first = termsheets[0]["temp_id"]
+        for i, item in enumerate(items, start=1):
+            if item.get("unit_price") and item.get("material_id") and item.get("quantity") and item.get("unit_id"):
+                item_termsheets.append({
+                    "line_item_temp_id": f"t{i}",
+                    "termsheet_temp_id": first,
+                    "unit_price": item["unit_price"],
+                })
+
+    body: dict = {
+        "supplier_id": payload["supplier_id"],
+        "is_official": bool(payload.get("is_official", True)),
+        "line_items": line_items,
+        "termsheets": termsheets,
+        "item_termsheets": item_termsheets,
+    }
+    if payload.get("project_ids"):
+        body["project_ids"] = payload["project_ids"]
+    elif payload.get("project_id"):
+        body["project_ids"] = [payload["project_id"]]
+    if payload.get("expiry_date"):
+        body["expiry_date"] = payload["expiry_date"]
+    if payload.get("notes"):
+        body["notes"] = payload["notes"]
+    if not line_items and problems:
+        return None, problems
+    return body, problems
+
+
+# ---------------------------------------------------------------------------
+# Supplier / material payloads
+# ---------------------------------------------------------------------------
+
+def new_supplier_payload() -> dict:
+    return {"name": None, "category_id": None, "category_name": None,
+            "phone": None, "location": None, "contact_person": None, "options": {}}
+
+
+def merge_supplier_patch(payload: dict, patch: dict) -> bool:
+    src = patch.get("supplier") or patch
+    changed = False
+    for key in ("name", "phone", "location", "contact_person"):
+        if src.get(key) and payload.get(key) != str(src[key]).strip():
+            payload[key] = str(src[key]).strip()
+            changed = True
+    if src.get("category_name"):
+        payload["category_name"] = str(src["category_name"]).strip()
+        payload["category_id"] = None
+        changed = True
+    return changed
+
+
+def supplier_missing(payload: dict) -> list[dict]:
+    return [
+        {"key": "name", "label": "نام تأمین‌کننده", "ok": bool(payload.get("name")), "blocking": True},
+        {"key": "category", "label": "دسته‌بندی", "ok": bool(payload.get("category_id")), "blocking": True},
+        {"key": "phone", "label": "تلفن", "ok": bool(payload.get("phone")), "blocking": False},
+        {"key": "location", "label": "موقعیت", "ok": bool(payload.get("location")), "blocking": False},
+    ]
+
+
+def new_material_payload() -> dict:
+    return {"name": None, "canonical_unit_id": None, "unit_name": None, "topic": None, "options": {}}
+
+
+def merge_material_patch(payload: dict, patch: dict) -> bool:
+    src = patch.get("material") or patch
+    changed = False
+    if src.get("name") and payload.get("name") != str(src["name"]).strip():
+        payload["name"] = str(src["name"]).strip()
+        changed = True
+    if src.get("unit_name"):
+        payload["unit_name"] = str(src["unit_name"]).strip()
+        payload["canonical_unit_id"] = None
+        changed = True
+    if src.get("topic") and payload.get("topic") != str(src["topic"]).strip():
+        payload["topic"] = str(src["topic"]).strip()
+        changed = True
+    return changed
+
+
+def material_missing(payload: dict) -> list[dict]:
+    return [
+        {"key": "name", "label": "نام کالا", "ok": bool(payload.get("name")), "blocking": True},
+        {"key": "unit", "label": "واحد اصلی", "ok": bool(payload.get("canonical_unit_id")), "blocking": True},
+        {"key": "topic", "label": "تاپیک", "ok": bool(payload.get("topic")), "blocking": False},
+    ]
+
+
+def short_id() -> str:
+    return uuid.uuid4().hex[:8]

ai procurement/app/handlers/__init__.py

@@ -0,0 +1,215 @@
+"""Update dispatch — the heart of the bot.
+
+Pipeline per update:
+  callback_query → callbacks router (link-gated)
+  message text starting "/" → command router
+  voice/audio → download → STT → treated as text (source=voice)
+  text → pending-flow interception (linking / accept-arrive confirmations)
+       → auth gate (link or admin)
+       → NLU → intent router
+"""
+import logging
+
+from app import drafts as draft_store
+from app.config import settings
+from app.nlu import understand
+from app.runtime import BotContext, LinkedUser
+from app.stt import transcribe
+from app.texts import CANCELLED, LINK_START, NOTHING_TO_COMMIT, STT_FAILED, UNKNOWN_HINT, VOICE_EMPTY
+
+from . import commands, callbacks, quote, supplier, material, queries, decisions
+
+logger = logging.getLogger("bot.handlers")
+
+
+async def handle_update(ctx: BotContext, update: dict) -> None:
+    if update.get("callback_query"):
+        await callbacks.handle_callback(ctx, update["callback_query"])
+        return
+    message = update.get("message") or update.get("edited_message")
+    if not message:
+        return
+    chat_id = message["chat"]["id"]
+    try:
+        await handle_message(ctx, chat_id, message)
+    except Exception:
+        logger.exception("message handling failed for chat %s", chat_id)
+        await ctx.send(chat_id, "خطای غیرمنتظره رخ داد؛ دوباره تلاش کن.")
+
+
+async def handle_message(ctx: BotContext, chat_id: int, message: dict) -> None:
+    text = (message.get("text") or "").strip()
+    source = "text"
+
+    if text.startswith("/"):
+        await commands.handle_command(ctx, chat_id, text)
+        return
+
+    if not text and (message.get("voice") or message.get("audio") or message.get("document")):
+        source = "voice"
+        await ctx.bale.send_chat_action(chat_id, "typing")
+        file_id = (message.get("voice") or message.get("audio") or message.get("document"))["file_id"]
+        try:
+            audio = await ctx.bale.download_file(file_id)
+            text = await transcribe(settings, audio,
+                                    mime_type=(message.get("voice") or {}).get("mime_type"),
+                                    filename=(message.get("voice") or {}).get("file_name"))
+        except Exception as exc:
+            detail = "هوش مصنوعی تنظیم نشده" if "not configured" in str(exc) else str(exc)[:200]
+            await ctx.send(chat_id, STT_FAILED.format(detail=esc(detail)))
+            return
+        if not text:
+            await ctx.send(chat_id, VOICE_EMPTY)
+            return
+        await ctx._log(chat_id, "in", "voice", text)
+
+    # Pending multi-step interactions take the message first.
+    flow = ctx.pending.get(chat_id)
+    if flow:
+        handled = await _route_to_flow(ctx, chat_id, flow, text)
+        if handled:
+            return
+        ctx.pending.pop(chat_id)  # stale/irrelevant flow → fall through
+
+    user = await _gate(ctx, chat_id, message)
+    if user is None:
+        return  # gate either started linking or is mid-linking
+
+    message_id = message.get("message_id")
+    reply_to = message.get("reply_to_message")
+    reply_to_msg_id = reply_to.get("message_id") if reply_to else None
+
+    target_draft = None
+    if reply_to_msg_id is not None:
+        target_draft = await draft_store.get_by_message_id(chat_id, reply_to_msg_id)
+        if target_draft is None:
+            await ctx.send(
+                chat_id,
+                "⚠️ پیش‌نویس فعال مربوط به این پیام یافت نشد (ممکن است ثبت نهایی، منقضی یا لغو شده باشد).\nبرای ثبت استعلام جدید، پیام خود را بدون ریپلای ارسال فرمایید.",
+                reply_to=message_id,
+            )
+            return
+
+    draft_summary = _draft_summary(target_draft) if target_draft else None
+    result = await understand(settings, text, draft_summary)
+    intent, patch = result.get("intent"), result.get("patch") or {}
+    logger.info("chat %s intent=%s conf=%s (is_edit=%s)", chat_id, intent, result.get("confidence"), target_draft is not None)
+
+    if intent in ("register_quote", "update_draft"):
+        await quote.handle_entities(
+            ctx, chat_id, user, patch, source,
+            incoming_msg_id=message_id,
+            target_draft=target_draft,
+        )
+    elif intent == "commit_draft":
+        active = target_draft or await draft_store.get_active(chat_id)
+        if active is None:
+            await ctx.send(chat_id, NOTHING_TO_COMMIT, reply_to=message_id)
+        elif active.kind == draft_store.KIND_QUOTE:
+            await quote.commit(ctx, chat_id, user, active)
+        elif active.kind == draft_store.KIND_SUPPLIER:
+            await supplier.commit(ctx, chat_id, user, active)
+        elif active.kind == draft_store.KIND_MATERIAL:
+            await material.commit(ctx, chat_id, user, active)
+    elif intent == "discard_draft":
+        active = target_draft or await draft_store.get_active(chat_id)
+        if active:
+            await draft_store.set_status(active.id, "cancelled")
+            if active.review_message_id:
+                try:
+                    await ctx.delete(chat_id, active.review_message_id)
+                except Exception:
+                    pass
+        ctx.pending.pop(chat_id, None)
+        await ctx.send(chat_id, CANCELLED, reply_to=message_id)
+    elif intent == "show_draft":
+        active = target_draft or await draft_store.get_active(chat_id)
+        if active is None:
+            await ctx.send(chat_id, NOTHING_TO_COMMIT, reply_to=message_id)
+        elif active.kind == draft_store.KIND_QUOTE:
+            await quote.render(ctx, chat_id, active, fresh=False)
+        elif active.kind == draft_store.KIND_SUPPLIER:
+            await supplier.render(ctx, chat_id, active)
+        elif active.kind == draft_store.KIND_MATERIAL:
+            await material.render(ctx, chat_id, active)
+    elif intent == "add_supplier":
+        await supplier.handle_entities(ctx, chat_id, user, patch, source)
+    elif intent == "add_material":
+        await material.handle_entities(ctx, chat_id, user, patch, source)
+    elif intent == "status_query":
+        await queries.handle_query(ctx, chat_id, user, patch)
+    elif intent == "accept_quote":
+        await decisions.start_accept(ctx, chat_id, user, patch)
+    elif intent == "arrive_items":
+        await decisions.start_arrive(ctx, chat_id, user, patch)
+    else:
+        await ctx.send(chat_id, UNKNOWN_HINT)
+
+
+# ---------------------------------------------------------------------------
+# helpers
+# ---------------------------------------------------------------------------
+
+async def _gate(ctx: BotContext, chat_id: int, message: dict) -> LinkedUser | None:
+    """Link or admin gate. Returns None when the message was consumed by linking."""
+    from . import links
+
+    link = await ctx.links.get(chat_id)
+    if link and link.user_id:
+        return LinkedUser(chat_id, link.user_id, link.display_name, link.role, is_admin=False)
+    if chat_id in ctx.admin_chat_ids:
+        return LinkedUser(chat_id, None, None, None, is_admin=True)
+
+    flow = ctx.pending.get(chat_id)
+    if flow and flow.kind == "link_password":
+        await links.finish_link(ctx, chat_id, flow, text=None, password=message.get("text") or "")
+        return None
+    if flow and flow.kind == "link_username":
+        await links.finish_username_step(ctx, chat_id, flow, message.get("text") or "")
+        return None
+    await ctx.send(chat_id, LINK_START)
+    ctx.pending.set(chat_id, "link_username", {})
+    return None
+
+
+async def _route_to_flow(ctx: BotContext, chat_id: int, flow, text: str) -> bool:
+    from . import links, decisions
+
+    if flow.kind == "link_username":
+        await links.finish_username_step(ctx, chat_id, flow, text)
+        return True
+    if flow.kind == "link_password":
+        await links.finish_link(ctx, chat_id, flow, text=text, password=text)
+        return True
+    if flow.kind == "quote_pick":
+        await decisions.handle_quote_pick_text(ctx, chat_id, flow, text)
+        return True
+    if flow.kind in ("accept", "arrive_qty", "arrive_confirm"):
+        return await decisions.handle_flow_text(ctx, chat_id, flow, text)
+    return False
+
+
+def _draft_summary(draft) -> str | None:
+    if draft is None:
+        return None
+    import json
+
+    payload = draft.payload or {}
+    if draft.kind == draft_store.KIND_QUOTE:
+        items = ", ".join(
+            f"{it.get('material_name') or '?'}"
+            + (f" {it.get('quantity')}" if it.get("quantity") else "")
+            + (f" {it.get('unit_name')}" if it.get("unit_name") else "")
+            for it in payload.get("items") or []
+        )
+        summary = (
+            f"kind=quote; supplier={payload.get('supplier_name') or '?'}; project={payload.get('project_name') or '?'}; "
+            f"items=[{items}]; terms={[t.get('label') for t in payload.get('termsheets') or []]}"
+        )
+    elif draft.kind == draft_store.KIND_SUPPLIER:
+        summary = f"kind=add_supplier; name={payload.get('name') or '?'}; category={payload.get('category_name') or '?'}"
+    elif draft.kind == draft_store.KIND_MATERIAL:
+        summary = f"kind=add_material; name={payload.get('name') or '?'}; unit={payload.get('unit_name') or '?'}"
+    else:
+        summary = json.dumps(payload, ensure_ascii=False)[:500]
+    return summary

ai procurement/app/handlers/callbacks.py

@@ -0,0 +1,107 @@
+"""Inline-button routing (callback_query).
+
+Data grammar (≤64 bytes):  op:{arg}:{d8}  /  pk:{d8}:{field}:{idx}  /  qc:{idx}
+ / ac:{op}[:{i}] / ar:{op} — full state lives in bot_drafts / pending flows.
+"""
+import logging
+
+from app import drafts as draft_store
+from app.runtime import LinkedUser
+from app.texts import CANCELLED, UNLINKED, esc
+
+from . import quote, supplier, material, decisions
+
+logger = logging.getLogger("bot.callbacks")
+
+
+async def handle_callback(ctx, cq: dict) -> None:
+    chat_id = ((cq.get("message") or {}).get("chat") or {}).get("id")
+    data = cq.get("data") or ""
+    if chat_id is None:
+        return
+    try:
+        await _dispatch(ctx, chat_id, data, cq)
+    except Exception:
+        logger.exception("callback failed: %s", data)
+        await ctx.send(chat_id, "خطا در پردازش دکمه؛ دوباره تلاش کن.")
+    finally:
+        await ctx.bale.answer_callback_query(cq.get("id"), None)
+
+
+async def _gate(ctx, chat_id: int) -> LinkedUser | None:
+    link = await ctx.links.get(chat_id)
+    if link and link.user_id:
+        return LinkedUser(chat_id, link.user_id, link.display_name, link.role, is_admin=False)
+    if chat_id in ctx.admin_chat_ids:
+        return LinkedUser(chat_id, None, None, None, is_admin=True)
+    await ctx.send(chat_id, UNLINKED)
+    return None
+
+
+async def _dispatch(ctx, chat_id: int, data: str, cq: dict) -> None:
+    user = await _gate(ctx, chat_id)
+    if user is None:
+        return
+    parts = data.split(":")
+
+    # ---- pending-flow buttons (accept / arrive / quote pick) ---------------
+    if parts[0] == "qc" and len(parts) == 2:
+        flow = ctx.pending.get(chat_id)
+        if flow and flow.kind == "quote_pick":
+            await decisions.apply_quote_pick(ctx, chat_id, user, flow, int(parts[1]))
+        return
+    if parts[0] == "ac":
+        await decisions.handle_accept_callback(ctx, chat_id, user, parts)
+        return
+    if parts[0] == "ar":
+        await decisions.handle_arrive_callback(ctx, chat_id, user, parts)
+        return
+
+    # ---- pick a candidate for a draft field -------------------------------
+    if parts[0] == "pk" and len(parts) == 4:
+        draft = await draft_store.get_by_prefix(parts[1], chat_id)
+        if draft is None:
+            await ctx.send(chat_id, "این پیش‌نویس دیگر معتبر نیست.")
+            return
+        await _apply_pick(ctx, chat_id, user, draft, parts[2], int(parts[3]))
+        return
+
+    # ---- draft commit / cancel --------------------------------------------
+    op, arg, prefix = parts[0], parts[1], parts[2] if len(parts) > 2 else ""
+    if op in ("q", "s", "m") and arg in ("ok", "ok2", "no"):
+        kind = {"q": draft_store.KIND_QUOTE, "s": draft_store.KIND_SUPPLIER, "m": draft_store.KIND_MATERIAL}[op]
+        draft = await draft_store.get_by_prefix(prefix, chat_id)
+        if draft is None or draft.kind != kind:
+            await ctx.send(chat_id, "این پیش‌نویس دیگر معتبر نیست.")
+            return
+        if arg == "no":
+            await draft_store.set_status(draft.id, "cancelled")
+            ctx.pending.pop(chat_id, None)
+            if draft.review_message_id:
+                try:
+                    await ctx.bale.edit_message_text(chat_id, draft.review_message_id, "❌ این پیش‌نویس لغو شد.", reply_markup=None)
+                    await draft_store.set_bale_updated_at(draft.id)
+                except Exception:
+                    pass
+            await ctx.send(chat_id, CANCELLED)
+            return
+        if kind == draft_store.KIND_QUOTE:
+            await quote.commit(ctx, chat_id, user, draft, only_resolved=(arg == "ok2"))
+        elif kind == draft_store.KIND_SUPPLIER:
+            await supplier.commit(ctx, chat_id, user, draft)
+        else:
+            await material.commit(ctx, chat_id, user, draft)
+
+
+async def _apply_pick(ctx, chat_id: int, user: LinkedUser, draft, field: str, idx: int) -> None:
+    options = (draft.payload.get("options") or {}).get(field) or []
+    if idx < 0 or idx >= len(options):
+        await ctx.send(chat_id, "گزینه نامعتبر است.")
+        return
+    choice = options[idx]
+    if draft.kind == draft_store.KIND_QUOTE:
+        await quote.apply_pick(ctx, chat_id, user, draft, field, choice)
+    elif draft.kind == draft_store.KIND_SUPPLIER:
+        await supplier.apply_pick(ctx, chat_id, user, draft, field, choice)
+    elif draft.kind == draft_store.KIND_MATERIAL:
+        await material.apply_pick(ctx, chat_id, user, draft, field, choice)

ai procurement/app/handlers/commands.py

@@ -0,0 +1,82 @@
+"""/commands — /start /help /drafts /cancel /whoami /unlink."""
+import logging
+
+from app import drafts as draft_store
+from app.runtime import ROLE_FA
+from app.texts import CANCELLED, DRAFTS_EMPTY, DRAFTS_LIST_HEADER, HELP, UNLINKED, WELCOME, esc
+
+logger = logging.getLogger("bot.commands")
+
+KIND_FA = {"quote": "استعلام", "supplier": "تأمین‌کننده", "material": "کالا"}
+STATUS_FA = {"active": "باز", "committed": "ثبت‌شده", "cancelled": "لغوشده", "expired": "منقضی"}
+
+
+async def handle_command(ctx, chat_id: int, text: str) -> None:
+    command = text.split()[0].split("@")[0].lower()
+    if command == "/start":
+        await _start(ctx, chat_id)
+    elif command in ("/help", "/راهنما"):
+        await ctx.send(chat_id, HELP)
+    elif command == "/drafts":
+        await _drafts(ctx, chat_id)
+    elif command in ("/cancel", "/لغو"):
+        await _cancel(ctx, chat_id)
+    elif command == "/whoami":
+        await _whoami(ctx, chat_id)
+    elif command == "/unlink":
+        await ctx.links.delete(chat_id)
+        await ctx.send(chat_id, "اتصال قطع شد. برای اتصال دوباره /start بزن.")
+    else:
+        await ctx.send(chat_id, HELP)
+
+
+async def _start(ctx, chat_id: int) -> None:
+    await ctx.send(chat_id, WELCOME)
+    link = await ctx.links.get(chat_id)
+    if not link or not link.user_id:
+        if chat_id not in ctx.admin_chat_ids:
+            await ctx.send(chat_id, "برای شروع، حساب خود را متصل کن — نام کاربری Casdoor را بفرست:")
+            ctx.pending.set(chat_id, "link_username", {})
+
+
+async def _drafts(ctx, chat_id: int) -> None:
+    from sqlalchemy import select
+
+    from app.db import SessionLocal
+    from app.models import BotDraft
+
+    async with SessionLocal() as session:
+        rows = (await session.execute(
+            select(BotDraft)
+            .where(BotDraft.chat_id == chat_id, BotDraft.status == "active")
+            .order_by(BotDraft.updated_at.desc())
+        )).scalars().all()
+    if not rows:
+        await ctx.send(chat_id, DRAFTS_EMPTY)
+        return
+    lines = [DRAFTS_LIST_HEADER]
+    for d in rows:
+        p = d.payload or {}
+        title = p.get("supplier_name") or p.get("name") or "بدون عنوان"
+        lines.append(f"• {KIND_FA.get(d.kind, d.kind)}: {esc(title)}")
+    await ctx.send(chat_id, "\n".join(lines))
+
+
+async def _cancel(ctx, chat_id: int) -> None:
+    ctx.pending.pop(chat_id)
+    active = await draft_store.get_active(chat_id)
+    if active:
+        await draft_store.set_status(active.id, "cancelled")
+    await ctx.send(chat_id, CANCELLED)
+
+
+async def _whoami(ctx, chat_id: int) -> None:
+    link = await ctx.links.get(chat_id)
+    if chat_id in ctx.admin_chat_ids:
+        await ctx.send(chat_id, "حالت ادمین (بدون اتصال Casdoor).")
+        return
+    if not link or not link.user_id:
+        await ctx.send(chat_id, UNLINKED)
+        return
+    role = ROLE_FA.get(link.role or "", link.role or "بدون نقش")
+    await ctx.send(chat_id, f"اتصال: <b>{esc(link.display_name)}</b> — {role}")

ai procurement/app/handlers/decisions.py

@@ -0,0 +1,389 @@
+"""Accept / arrive flows — always with an explicit confirmation step."""
+import logging
+import re
+
+from app.api.client import ApiError
+from app.keyboards import accept_keyboard, arrive_keyboard, quote_pick_keyboard
+from app.nlu import normalize_digits
+from app.texts import (
+    ACCEPT_DONE_TS, ACCEPT_REPORT, ARRIVE_REPORT, CANCELLED, ERR_GENERIC,
+    QUOTE_NOT_FOUND, STATUS_FA, esc,
+)
+
+logger = logging.getLogger("bot.decisions")
+
+EXPAND = "supplier,line_items,termsheets"
+CONFIRM_WORDS = {"تایید", "تأیید", "ثبت", "ثبت کن", "اوکی", "اوکیه", "بله", "yes", "ok"}
+CANCEL_WORDS = {"لغو", "بی خیال", "بیخیال", "انصراف", "نه", "cancel"}
+
+
+def _norm(text: str) -> str:
+    return (text or "").strip().lower().replace("\u200c", " ")
+
+
+# ---------------------------------------------------------------------------
+# shared: pick a quote by supplier text
+# ---------------------------------------------------------------------------
+
+async def start_accept(ctx, chat_id, user, patch: dict) -> None:
+    await _start_for_status(ctx, chat_id, user, patch, mode="accept", status="offered")
+
+
+async def start_arrive(ctx, chat_id, user, patch: dict) -> None:
+    await _start_for_status(ctx, chat_id, user, patch, mode="arrive", status="accepted")
+
+
+async def _start_for_status(ctx, chat_id, user, patch: dict, mode: str, status: str) -> None:
+    target = (patch.get("target") or {})
+    q = target.get("supplier_name") or target.get("project_name") or target.get("quote_id")
+    try:
+        quotes, _ = await ctx.api.list_quotes(status=status, q=q, expand=EXPAND, page_size=10)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    if not quotes:
+        await ctx.send(chat_id, QUOTE_NOT_FOUND.format(q=esc(q or "?")))
+        return
+    if len(quotes) == 1:
+        if mode == "accept":
+            await begin_accept(ctx, chat_id, user, quotes[0])
+        else:
+            await begin_arrive(ctx, chat_id, user, quotes[0])
+        return
+    pairs = [(_quote_label(qq), str(qq["id"])) for qq in quotes]
+    flow = ctx.pending.set(chat_id, "quote_pick", {"mode": mode, "ids": [pid for _, pid in pairs]})
+    flow.data["user_id"] = user.actor_id
+    message = await ctx.send(chat_id, "چند مورد پیدا شد؛ کدام را می‌خواهی؟", reply_markup=quote_pick_keyboard(pairs))
+    flow.data["message_id"] = (message or {}).get("message_id")
+
+
+def _quote_label(quote: dict) -> str:
+    sup = (quote.get("supplier") or {}).get("name") or "—"
+    return f"#{str(quote.get('id'))[:8]} {sup}"
+
+
+async def apply_quote_pick(ctx, chat_id, user, flow, idx: int) -> None:
+    ids = flow.data.get("ids") or []
+    ctx.pending.pop(chat_id)
+    if idx < 0 or idx >= len(ids):
+        await ctx.send(chat_id, "گزینه نامعتبر است.")
+        return
+    try:
+        quote = await ctx.api.get_quote(ids[idx], expand=EXPAND, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    if flow.data.get("mode") == "arrive":
+        await begin_arrive(ctx, chat_id, user, quote)
+    else:
+        await begin_accept(ctx, chat_id, user, quote)
+
+
+async def handle_quote_pick_text(ctx, chat_id, flow, text: str) -> None:
+    if _norm(text) in CANCEL_WORDS:
+        ctx.pending.pop(chat_id)
+        await ctx.send(chat_id, CANCELLED)
+        return
+    numbers = re.findall(r"\d+", normalize_digits(text))
+    if numbers:
+        await apply_quote_pick(ctx, chat_id, _flow_user(flow), flow, int(numbers[0]) - 1)
+    else:
+        await ctx.send(chat_id, "شماره مورد را بفرست یا از دکمه‌ها استفاده کن.")
+
+
+def _flow_user(flow):
+    from app.runtime import LinkedUser
+    return LinkedUser(chat_id=None, user_id=flow.data.get("user_id"), display_name=None,
+                      role=None, is_admin=False)
+
+
+# ---------------------------------------------------------------------------
+# accept
+# ---------------------------------------------------------------------------
+
+def _accept_summary(quote: dict, chosen: int) -> str:
+    lines = [
+        f"✔️ <b>پذیرش استعلام</b> #{esc(str(quote.get('id'))[:8])} — {esc((quote.get('supplier') or {}).get('name') or '—')}",
+        "",
+        "<b>اقلام:</b>",
+    ]
+    for li in quote.get("line_items") or []:
+        mat = (li.get("material") or {}).get("name") or li.get("material_id") or "?"
+        unit = ((li.get("unit") or {}).get("name_fa")) or ""
+        price = li.get("unit_price")
+        parts = [f"• {esc(mat)} — مقدار {esc(li.get('quantity'))} {unit}"]
+        if price:
+            parts.append(f"قیمت {esc(price)}")
+        lines.append(" — ".join(parts))
+    lines.append("")
+    lines.append("<b>شرایط پرداخت:</b>")
+    for i, ts in enumerate(quote.get("termsheets") or []):
+        mark = "👉" if i == chosen else "  "
+        discount = f" (تخفیف {esc(ts.get('discount_value'))})" if ts.get("discount_value") else ""
+        lines.append(f"{mark} [{i + 1}] {esc(ts.get('label'))}{discount} — {len(ts.get('schedule_steps') or [])} مرحله")
+    lines.append("")
+    lines.append("شرایط را انتخاب کن و پذیرش را تأیید کن.")
+    return "\n".join(lines)
+
+
+async def begin_accept(ctx, chat_id, user, quote: dict) -> None:
+    termsheets = quote.get("termsheets") or []
+    if not termsheets:
+        await ctx.send(chat_id, "این استعلام شرایط پرداخت ندارد؛ اول در برنامه ثبت کن.")
+        return
+    if not quote.get("line_items"):
+        await ctx.send(chat_id, "این استعلام قلم ندارد.")
+        return
+    flow = ctx.pending.set(chat_id, "accept", {
+        "quote_id": str(quote["id"]),
+        "quote_snapshot": {
+            "id": quote.get("id"),
+            "supplier": quote.get("supplier"),
+            "line_items": quote.get("line_items") or [],
+        },
+        "termsheets": termsheets,
+        "chosen": 0,
+        "user_id": user.actor_id,
+    })
+    text = _accept_summary(quote, 0)
+    message = await ctx.send(chat_id, text, reply_markup=accept_keyboard([ts.get("label") or "?" for ts in termsheets]))
+    flow.data["message_id"] = (message or {}).get("message_id")
+
+
+async def handle_accept_callback(ctx, chat_id, user, parts) -> None:
+    flow = ctx.pending.get(chat_id)
+    if not flow or flow.kind != "accept":
+        await ctx.send(chat_id, "این عملیات منقضی شده؛ دوباره درخواست بده.")
+        return
+    op = parts[1] if len(parts) > 1 else ""
+    if op == "no":
+        ctx.pending.pop(chat_id)
+        await ctx.send(chat_id, CANCELLED)
+        return
+    if op == "ts" and len(parts) == 3:
+        idx = int(parts[2])
+        if 0 <= idx < len(flow.data["termsheets"]):
+            flow.data["chosen"] = idx
+            await ctx.edit(chat_id, flow.data.get("message_id"),
+                           _accept_summary(flow.data["quote_snapshot"], idx),
+                           reply_markup=accept_keyboard([ts.get("label") or "?" for ts in flow.data["termsheets"]]))
+        return
+    if op == "ok":
+        await _commit_accept(ctx, chat_id, user, flow)
+
+
+async def _commit_accept(ctx, chat_id, user, flow) -> None:
+    data = flow.data
+    quote_id = data["quote_id"]
+    termsheets = data["termsheets"]
+    ts_index = data.get("chosen", 0)
+    if not 0 <= ts_index < len(termsheets):
+        await ctx.send(chat_id, "شرایط پرداخت انتخاب نشده است.")
+        return
+    ts = termsheets[ts_index]
+    steps = ts.get("schedule_steps") or []
+    if not steps:
+        await ctx.send(chat_id, "ترم‌شیت انتخابی مرحله پرداخت ندارد؛ در برنامه تکمیلش کن.")
+        return
+
+    try:
+        quote = await ctx.api.get_quote(quote_id, expand=EXPAND, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+
+    decisions_payload = []
+    problems = []
+    for li in quote.get("line_items") or []:
+        decision = li.get("decision") or {}
+        if decision.get("status") == "rejected":
+            continue
+        price = li.get("unit_price")
+        if not price:
+            problems.append(f"قیمت قلم «{(li.get('material') or {}).get('name') or '?'}» ثبت نشده")
+            continue
+        li_projects = li.get("projects") or []
+        project_id = li_projects[0]["id"] if len(li_projects) == 1 else quote.get("project_id")
+        decisions_payload.append({
+            "line_item_id": li["id"],
+            "status": "chosen",
+            "accepted_termsheet_index": 0,
+            "adjusted_unit_price": price,
+            "project_id": project_id,
+        })
+    if problems:
+        await ctx.send(chat_id, "پذیرش ممکن نیست:\n" + "\n".join(f"❌ {esc(p)}" for p in problems))
+        return
+    if not decisions_payload:
+        await ctx.send(chat_id, "قلم قابل پذیرشی نیست (همه رد شده‌اند؟).")
+        return
+
+    payload = {
+        "accepted_termsheets": [{
+            "id": ts["id"],
+            "label": ts.get("label"),
+            "discount_type": ts.get("discount_type") or "none",
+            "discount_value": ts.get("discount_value") or 0,
+            "schedule_steps": steps,
+        }],
+        "item_decisions": decisions_payload,
+    }
+    try:
+        result = await ctx.api.accept_quote(quote_id, payload, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    ctx.pending.pop(chat_id)
+    chosen_label = ts.get("label") or ""
+    await ctx.send(chat_id, ACCEPT_REPORT.format(
+        id=esc(str(result.get("id"))[:8]),
+        status=STATUS_FA.get(result.get("status"), result.get("status")),
+        count=len(decisions_payload),
+    ) + "\n" + ACCEPT_DONE_TS.format(label=esc(chosen_label)))
+
+
+async def handle_flow_text(ctx, chat_id, flow, text: str) -> bool:
+    if flow.kind == "accept":
+        norm = _norm(text)
+        if norm in CANCEL_WORDS:
+            ctx.pending.pop(chat_id)
+            await ctx.send(chat_id, CANCELLED)
+            return True
+        if any(word in norm for word in ("تایید", "تأیید", "ثبت", "اوکی", "ok", "yes")):
+            await _commit_accept(ctx, chat_id, _flow_user(flow), flow)
+            return True
+        await ctx.send(chat_id, "برای پذیرش از دکمه‌ها استفاده کن (یا /cancel).")
+        return True
+    if flow.kind == "arrive_qty":
+        await _handle_arrive_quantities(ctx, chat_id, flow, text)
+        return True
+    if flow.kind == "arrive_confirm":
+        norm = _norm(text)
+        if any(word in norm for word in ("تایید", "تأیید", "ثبت", "اوکی", "ok", "yes")):
+            await _commit_arrive(ctx, chat_id, _flow_user(flow), flow)
+            return True
+        if norm in CANCEL_WORDS:
+            ctx.pending.pop(chat_id)
+            await ctx.send(chat_id, CANCELLED)
+            return True
+        await ctx.send(chat_id, "با دکمه‌ها تأیید یا لغو کن (یا /cancel).")
+        return True
+    return False
+
+
+# ---------------------------------------------------------------------------
+# arrive (partial deliveries)
+# ---------------------------------------------------------------------------
+
+def _arrive_summary(items: list[dict], quantities: dict[str, float] | None = None) -> str:
+    lines = ["🚚 <b>اعلام رسیدن اقلام</b>", ""]
+    for li in items:
+        mat = (li.get("material") or {}).get("name") or "?"
+        ordered = li.get("quantity") or 0
+        received = ((li.get("receipt") or {}).get("received_qty")) or 0
+        unit = ((li.get("unit") or {}).get("name_fa")) or ""
+        got = ""
+        if quantities and li["id"] in quantities:
+            got = f" → <b>الان: {esc(quantities[li['id']])} {unit}</b>"
+        lines.append(f"• {esc(mat)} — سفارش {esc(ordered)} {unit} — تاکنون {esc(received)}{got}")
+    return "\n".join(lines)
+
+
+async def begin_arrive(ctx, chat_id, user, quote: dict) -> None:
+    items = [li for li in quote.get("line_items") or [] if (li.get("decision") or {}).get("status") == "chosen"]
+    if not items:
+        await ctx.send(chat_id, "قلم پذیرفته‌شده‌ای برای تحویل نیست.")
+        return
+    flow = ctx.pending.set(chat_id, "arrive_qty", {
+        "quote_id": str(quote["id"]),
+        "items": [{"id": li["id"], "name": (li.get("material") or {}).get("name") or "?",
+                   "ordered": li.get("quantity"), "unit": ((li.get("unit") or {}).get("name_fa")) or "",
+                   "received": ((li.get("receipt") or {}).get("received_qty")) or 0} for li in items],
+        "user_id": user.actor_id,
+    })
+    text = (
+        f"استعلام #{esc(str(quote.get('id'))[:8])} — {esc((quote.get('supplier') or {}).get('name') or '—')}\n"
+        + _arrive_summary(quote.get("line_items") or [])
+        + "\n\nمقادیر رسیده را به ترتیب اقلام بفرست (مثلاً: «500 و 200»)، یا «تحویل کامل همه» را بزن."
+    )
+    message = await ctx.send(chat_id, text, reply_markup=arrive_keyboard())
+    flow.data["message_id"] = (message or {}).get("message_id")
+
+
+async def _handle_arrive_quantities(ctx, chat_id, flow, text: str) -> None:
+    numbers = [float(n) for n in re.findall(r"\d+(?:\.\d+)?", normalize_digits(text))]
+    items = flow.data["items"]
+    if not numbers:
+        await ctx.send(chat_id, "مقادیر را عددی بفرست، مثل «500 و 200»، یا از دکمه‌ها استفاده کن.")
+        return
+    if len(numbers) == 1 and len(items) > 1:
+        await ctx.send(chat_id, f"{len(items)} قلم است؛ برای هر قلم یک عدد بفرست (به ترتیب).")
+        return
+    if len(numbers) != len(items):
+        await ctx.send(chat_id, "تعداد اعداد با تعداد اقلام نمی‌خواند؛ دوباره بفرست.")
+        return
+    quantities = {item["id"]: qty for item, qty in zip(items, numbers)}
+    flow.kind = "arrive_confirm"
+    flow.data["quantities"] = quantities
+    await ctx.edit(chat_id, flow.data.get("message_id"),
+                   _arrive_summary(_items_with_details(flow.data["items"]), quantities)
+                   + "\n\nتأیید می‌کنی؟",
+                   reply_markup=arrive_keyboard())
+
+
+def _items_with_details(items: list[dict]) -> list[dict]:
+    return [{
+        "id": it["id"],
+        "material": {"name": it["name"]},
+        "quantity": it["ordered"],
+        "unit": {"name_fa": it["unit"]},
+        "receipt": {"received_qty": it["received"]},
+    } for it in items]
+
+
+async def handle_arrive_callback(ctx, chat_id, user, parts) -> None:
+    flow = ctx.pending.get(chat_id)
+    if not flow or not flow.kind.startswith("arrive"):
+        await ctx.send(chat_id, "این عملیات منقضی شده؛ دوباره درخواست بده.")
+        return
+    op = parts[1] if len(parts) > 1 else ""
+    if op == "no":
+        ctx.pending.pop(chat_id)
+        await ctx.send(chat_id, CANCELLED)
+        return
+    if op == "full":
+        quantities = {item["id"]: max(float(item["ordered"] or 0) - float(item["received"] or 0), 0) for item in flow.data["items"]}
+        if any(v <= 0 for v in quantities.values()):
+            await ctx.send(chat_id, "برای بعضی اقلام چیزی برای تحویل نمانده؛ مقادیر را دستی بفرست.")
+            return
+        flow.kind = "arrive_confirm"
+        flow.data["quantities"] = quantities
+        await ctx.edit(chat_id, flow.data.get("message_id"),
+                       _arrive_summary(_items_with_details(flow.data["items"]), quantities)
+                       + "\n\nتأیید می‌کنی؟",
+                       reply_markup=arrive_keyboard())
+        return
+    if op == "ok":
+        if flow.kind != "arrive_confirm" or not flow.data.get("quantities"):
+            await ctx.send(chat_id, "اول مقادیر رسیده را بفرست یا «تحویل کامل همه» را بزن.")
+            return
+        await _commit_arrive(ctx, chat_id, user, flow)
+
+
+async def _commit_arrive(ctx, chat_id, user, flow) -> None:
+    quantities: dict = flow.data["quantities"]
+    payload = {"items": [{"line_item_id": li_id, "received_qty": qty} for li_id, qty in quantities.items()]}
+    try:
+        result = await ctx.api.arrive_items(flow.data["quote_id"], payload, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    ctx.pending.pop(chat_id)
+    lines = []
+    for item in result.get("items") or []:
+        lines.append(f"• قلم {esc(str(item.get('line_item_id'))[:8])} — {esc(item.get('received_qty'))} ثبت شد")
+    await ctx.send(chat_id, ARRIVE_REPORT.format(
+        id=esc(str(result.get("id"))[:8]),
+        status=STATUS_FA.get(result.get("status"), result.get("status")),
+        lines="\n".join(lines) or "—",
+    ))

ai procurement/app/handlers/links.py

@@ -0,0 +1,46 @@
+"""Casdoor linking: chat ↔ ERP user (validated through the real login endpoint)."""
+import logging
+
+from app.api.client import ApiError
+from app.runtime import ROLE_FA
+from app.texts import LINK_ASK_PASSWORD, LINK_FAIL, LINK_OK, esc
+
+logger = logging.getLogger("bot.links")
+
+
+async def finish_username_step(ctx, chat_id: int, flow, text: str) -> None:
+    username = (text or "").strip()
+    if not username or username.startswith("/"):
+        ctx.pending.pop(chat_id)
+        return
+    flow.kind = "link_password"
+    flow.data["username"] = username
+    await ctx.send(chat_id, LINK_ASK_PASSWORD)
+
+
+async def finish_link(ctx, chat_id: int, flow, text: str | None, password: str) -> None:
+    username = flow.data.get("username") or ""
+    ctx.pending.pop(chat_id)
+    if not password or password.startswith("/"):
+        return
+    try:
+        data = await ctx.api.login(username, password)
+    except ApiError as exc:
+        await ctx.send(chat_id, LINK_FAIL.format(detail=esc(exc.message)))
+        return
+    except Exception as exc:  # network etc.
+        logger.exception("login failed")
+        await ctx.send(chat_id, LINK_FAIL.format(detail=esc(str(exc)[:200])))
+        return
+
+    user = data.get("user") or {}
+    display = " ".join(x for x in [user.get("first_name"), user.get("last_name")] if x) or username
+    await ctx.links.upsert(
+        chat_id=chat_id,
+        user_id=user.get("id"),
+        username=username,
+        display_name=display,
+        role=user.get("role"),
+    )
+    role_fa = ROLE_FA.get(user.get("role") or "", user.get("role") or "بدون نقش")
+    await ctx.send(chat_id, LINK_OK.format(name=esc(display), role=role_fa))

ai procurement/app/handlers/material.py

@@ -0,0 +1,98 @@
+"""Add-material flow: name + canonical unit (required)."""
+import logging
+
+from app import drafts as draft_store
+from app.api.client import ApiError
+from app.drafts import (
+    KIND_MATERIAL, merge_material_patch, material_missing, new_material_payload,
+)
+from app.keyboards import pick_buttons, simple_review_keyboard
+from app.resolve import safe_resolve
+from app.texts import ERR_GENERIC, esc, material_committed_report, material_review_text
+
+logger = logging.getLogger("bot.material")
+
+
+async def handle_entities(ctx, chat_id, user, patch: dict, source: str | None) -> None:
+    draft = await draft_store.get_active(chat_id, KIND_MATERIAL)
+    if draft is not None:
+        payload = draft.payload
+        merge_material_patch(payload, patch)
+    else:
+        payload = new_material_payload()
+        merge_material_patch(payload, patch)
+        draft = await draft_store.create(chat_id, KIND_MATERIAL, payload, source=source)
+    await resolve_payload(ctx, payload)
+    await draft_store.save_payload(draft, missing={"fields": material_missing(payload)})
+    await render(ctx, chat_id, draft, fresh=draft.review_message_id is None)
+
+
+async def resolve_payload(ctx, payload: dict) -> None:
+    options = payload.setdefault("options", {})
+    if not payload.get("canonical_unit_id") and payload.get("unit_name"):
+        res = await safe_resolve(ctx.resolver, "unit", payload["unit_name"])
+        if res.resolved:
+            payload["canonical_unit_id"] = res.candidates[0].id
+            payload["unit_name"] = res.candidates[0].name
+            options.pop("unit", None)
+        elif res.candidates:
+            options["unit"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("unit", None)
+
+
+async def apply_pick(ctx, chat_id, user, draft, field: str, choice: dict) -> None:
+    if field == "unit":
+        draft.payload["canonical_unit_id"] = choice["id"]
+        draft.payload["unit_name"] = choice["name"]
+        draft.payload.setdefault("options", {}).pop("unit", None)
+    await draft_store.save_payload(draft, missing={"fields": material_missing(draft.payload)})
+    await render(ctx, chat_id, draft, fresh=False)
+
+
+def _keyboard(payload: dict, draft_id: str) -> dict:
+    rows: list[list[dict]] = []
+    options = (payload.get("options") or {}).get("unit") or []
+    if options:
+        rows += pick_buttons(draft_id, "unit", [o["name"] for o in options[:6]])
+    return simple_review_keyboard(draft_id, KIND_MATERIAL, rows)
+
+
+async def render(ctx, chat_id, draft, fresh: bool = True) -> None:
+    payload = draft.payload
+    missing = material_missing(payload)
+    text = material_review_text(payload, missing)
+    keyboard = _keyboard(payload, draft.id)
+    if fresh:
+        message = await ctx.send(chat_id, text, reply_markup=keyboard)
+        draft.review_message_id = (message or {}).get("message_id")
+        await draft_store.save_payload(draft, missing={"fields": missing},
+                                       review_message_id=draft.review_message_id)
+    else:
+        await ctx.edit(chat_id, draft.review_message_id, text, reply_markup=keyboard)
+        await draft_store.save_payload(draft, missing={"fields": missing})
+
+
+async def commit(ctx, chat_id, user, draft) -> None:
+    payload = draft.payload
+    await resolve_payload(ctx, payload)
+    missing = {m["key"]: m["ok"] for m in material_missing(payload)}
+    problems = [label for key, label, ok in [
+        ("name", "نام کالا", missing.get("name")),
+        ("unit", "واحد اصلی", missing.get("unit")),
+    ] if not ok]
+    if problems:
+        await ctx.send(chat_id, "ثبت ممکن نیست؛ اول این‌ها را مشخص کن:\n" +
+                       "\n".join(f"❌ {esc(p)}" for p in problems))
+        return
+    body = {"name": payload["name"], "canonical_unit_id": int(payload["canonical_unit_id"])}
+    if payload.get("topic"):
+        body["topic"] = payload["topic"]
+    try:
+        created = await ctx.api.create_material(body, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    await draft_store.set_status(draft.id, "committed")
+    ctx.resolver.invalidate("materials")
+    await ctx.send(chat_id, material_committed_report(created))

ai procurement/app/handlers/queries.py

@@ -0,0 +1,44 @@
+"""Status queries: «استعلام‌های در انتظار؟»، «کدام‌ها منقضی می‌شوند؟» …"""
+import logging
+from datetime import date, timedelta
+
+from app.api.client import ApiError
+from app.texts import ERR_GENERIC, status_report, esc
+
+logger = logging.getLogger("bot.queries")
+
+EXPAND = "supplier,line_items"
+
+
+async def handle_query(ctx, chat_id, user, patch: dict) -> None:
+    query = patch.get("query") or {}
+    kind = query.get("kind") or "pending"
+    supplier_name = query.get("supplier_name")
+    q = supplier_name or query.get("project_name")
+
+    try:
+        if kind == "expiring":
+            quotes, _ = await ctx.api.list_quotes(status="offered", expand=EXPAND,
+                                                  q=q, sort="-quote_date", page_size=100)
+            deadline = date.today() + timedelta(days=query.get("days") or 7)
+            soon = []
+            for quote in quotes:
+                expiry = (quote.get("expiry_date") or "")[:10]
+                if expiry and expiry <= deadline.isoformat():
+                    soon.append(quote)
+            soon.sort(key=lambda x: x.get("expiry_date") or "9999")
+            await ctx.send(chat_id, status_report("expiring", soon[:10]))
+            return
+
+        if kind in ("accepted", "arrived", "pending", "offered"):
+            status = "offered" if kind == "pending" else kind
+            quotes, _ = await ctx.api.list_quotes(status=status, expand=EXPAND, q=q,
+                                                  sort="-quote_date", page_size=10)
+            await ctx.send(chat_id, status_report("pending" if kind == "offered" else kind, quotes))
+            return
+
+        # recent / anything else
+        quotes, meta = await ctx.api.list_quotes(expand=EXPAND, q=q, sort="-quote_date", page_size=5)
+        await ctx.send(chat_id, status_report("recent", quotes))
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))

ai procurement/app/handlers/quote.py

@@ -0,0 +1,316 @@
+"""Register-quote flow: entities → draft → resolve → review (+missing) → commit."""
+import logging
+
+from app import drafts as draft_store
+from app.api.client import ApiError
+from app.drafts import (
+    KIND_QUOTE, build_quote_request, compute_quote_missing, merge_quote_patch,
+    new_quote_payload, quote_ready,
+)
+from app.keyboards import quote_review_keyboard
+from app.resolve import safe_resolve
+from app.texts import ERR_GENERIC, quote_committed_report, quote_review_text, esc
+
+logger = logging.getLogger("bot.quote")
+
+FIELD_FA = {"sup": "تأمین‌کننده", "prj": "پروژه"}
+
+
+async def handle_entities(
+    ctx, chat_id, user, patch: dict, source: str | None,
+    incoming_msg_id: int | None = None,
+    target_draft = None,
+) -> None:
+    prev_review_msg_id = None
+    if target_draft is not None:
+        draft = target_draft
+        prev_review_msg_id = draft.review_message_id
+        draft.review_message_id = None
+        payload = draft.payload
+        merge_quote_patch(payload, patch)
+        draft.source_message_id = incoming_msg_id
+    else:
+        payload = new_quote_payload()
+        merge_quote_patch(payload, patch)
+        draft = await draft_store.create(
+            chat_id, KIND_QUOTE, payload, source=source, source_message_id=incoming_msg_id
+        )
+
+    await resolve_payload(ctx, payload)
+
+    if prev_review_msg_id:
+        try:
+            await ctx.delete(chat_id, prev_review_msg_id)
+        except Exception as e:
+            logger.warning("Could not delete previous review message %s: %s", prev_review_msg_id, e)
+
+    await render(ctx, chat_id, draft, fresh=True, reply_to=incoming_msg_id)
+
+
+# ---------------------------------------------------------------------------
+# resolution
+# ---------------------------------------------------------------------------
+
+async def resolve_payload(ctx, payload: dict) -> None:
+    options = payload.setdefault("options", {})
+
+    if not payload.get("supplier_id") and payload.get("supplier_name"):
+        res = await safe_resolve(ctx.resolver, "supplier", payload["supplier_name"])
+        if res.resolved:
+            payload["supplier_id"] = res.candidates[0].id
+            payload["supplier_name"] = res.candidates[0].name
+            options.pop("sup", None)
+        elif res.candidates:
+            options["sup"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("sup", None)
+
+    if not payload.get("project_id") and payload.get("project_name"):
+        res = await safe_resolve(ctx.resolver, "project", payload["project_name"])
+        if res.resolved:
+            payload["project_id"] = res.candidates[0].id
+            payload["project_name"] = res.candidates[0].name
+            if payload["project_id"] not in payload.get("project_ids", []):
+                payload.setdefault("project_ids", []).append(payload["project_id"])
+            options.pop("prj", None)
+        elif res.candidates:
+            options["prj"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("prj", None)
+
+    for p_name in payload.get("project_names") or []:
+        res = await safe_resolve(ctx.resolver, "project", p_name)
+        if res.resolved:
+            p_id = res.candidates[0].id
+            if p_id not in payload.get("project_ids", []):
+                payload.setdefault("project_ids", []).append(p_id)
+            if not payload.get("project_id"):
+                payload["project_id"] = p_id
+
+    for i, item in enumerate(payload.get("items") or [], start=1):
+        if not item.get("material_id") and item.get("material_name"):
+            res = await safe_resolve(ctx.resolver, "material", item["material_name"])
+            if res.resolved:
+                _set_material(item, res.candidates[0].id, res.candidates[0].name, res.candidates[0].extra)
+                options.pop(f"mat{i}", None)
+            elif res.candidates:
+                options[f"mat{i}"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+            else:
+                options.pop(f"mat{i}", None)
+        if not item.get("unit_id"):
+            await _resolve_unit(ctx, item)
+
+
+def _set_material(item: dict, material_id: str, name: str, extra: dict | None = None) -> None:
+    item["material_id"] = material_id
+    item["material_row"] = {"id": material_id, "canonical_unit_id": (extra or {}).get("canonical_unit_id")}
+
+
+async def _resolve_unit(ctx, item: dict) -> None:
+    if item.get("unit_id"):
+        return
+    if item.get("unit_name"):
+        res = await safe_resolve(ctx.resolver, "unit", item["unit_name"])
+        if res.resolved:
+            item["unit_id"] = res.candidates[0].id
+            item["unit_explicit"] = True
+            item["unit_name"] = res.candidates[0].name
+            return
+    canonical = ((item.get("material_row") or {}).get("canonical_unit_id"))
+    if canonical:
+        item["unit_id"] = str(canonical)
+        item["unit_explicit"] = False
+
+
+async def apply_pick(ctx, chat_id, user, draft, field: str, choice: dict) -> None:
+    payload = draft.payload
+    options = payload.setdefault("options", {})
+    options.pop(field, None)
+
+    if field == "sup":
+        payload["supplier_id"] = choice["id"]
+        payload["supplier_name"] = choice["name"]
+    elif field == "prj":
+        payload["project_id"] = choice["id"]
+        payload["project_name"] = choice["name"]
+    elif field.startswith("mat"):
+        index = int(field[3:]) - 1
+        items = payload.get("items") or []
+        if 0 <= index < len(items):
+            items[index]["material_name"] = choice["name"]
+            _set_material(items[index], choice["id"], choice["name"])
+            await _resolve_unit(ctx, items[index])
+    elif field.startswith("unit"):
+        index = int(field[4:]) - 1
+        items = payload.get("items") or []
+        if 0 <= index < len(items):
+            items[index]["unit_id"] = choice["id"]
+            items[index]["unit_explicit"] = True
+            items[index]["unit_name"] = choice["name"]
+
+    await resolve_payload(ctx, payload)
+    await draft_store.save_payload(draft, missing={"fields": compute_quote_missing(payload)})
+    await render(ctx, chat_id, draft, fresh=False)
+
+
+# ---------------------------------------------------------------------------
+# rendering
+# ---------------------------------------------------------------------------
+
+def _pick_rows(payload: dict) -> list[list[str]]:
+    """Field labels shown as pick-button rows (via keyboards.pick_buttons)."""
+    rows: list[list[str]] = []
+    options = payload.get("options") or {}
+    if options.get("sup"):
+        rows.append(["sup"] + [o["name"] for o in options["sup"]])
+    if options.get("prj"):
+        rows.append(["prj"] + [o["name"] for o in options["prj"]])
+    for i, item in enumerate(payload.get("items") or [], start=1):
+        if options.get(f"mat{i}"):
+            rows.append([f"mat{i}"] + [o["name"] for o in options[f"mat{i}"]])
+        if options.get(f"unit{i}"):
+            rows.append([f"unit{i}"] + [o["name"] for o in options[f"unit{i}"]])
+    return rows
+
+
+def _keyboard(payload: dict, draft_id: str, wizard_url: str | None = None) -> dict:
+    from app.keyboards import pick_buttons
+
+    prefix = str(draft_id)[:8]
+    pick_rows: list[list[dict]] = []
+    for row in _pick_rows(payload):
+        field, names = row[0], row[1:]
+        pick_rows += pick_buttons(prefix, field, names[:6])
+    ready_items = sum(
+        1 for it in payload.get("items") or []
+        if it.get("material_id") and it.get("quantity") and it.get("unit_id")
+    )
+    has_partial = 0 < ready_items < len(payload.get("items") or [])
+    return quote_review_keyboard(prefix, pick_rows, has_partial_option=has_partial, wizard_url=wizard_url)
+
+
+async def render(ctx, chat_id, draft, fresh: bool = True, note: str | None = None,
+                 reply_to: int | None = None) -> None:
+    from app.config import settings
+
+    payload = draft.payload
+    missing = compute_quote_missing(payload)
+    wizard_url = f"{settings.FRONTEND_URL}/wizard?draft={draft.id}"
+    text = quote_review_text(payload, missing, status_note=note)
+    text += f"\n\n🖥 مشاهده و تکمیل در ویزارد:\n{wizard_url}"
+    keyboard = _keyboard(payload, str(draft.id), wizard_url=wizard_url)
+    if fresh:
+        message = await ctx.send(chat_id, text, reply_markup=keyboard, reply_to=reply_to)
+        new_review_id = (message or {}).get("message_id")
+        if new_review_id:
+            draft.review_message_id = new_review_id
+            await draft_store.save_payload(
+                draft,
+                missing={"fields": missing},
+                review_message_id=new_review_id,
+                source_message_id=reply_to or draft.source_message_id,
+                mark_bale_synced=True,
+            )
+        else:
+            await draft_store.save_payload(
+                draft,
+                missing={"fields": missing},
+                source_message_id=reply_to or draft.source_message_id,
+                mark_bale_synced=True,
+            )
+    else:
+        if not draft.review_message_id:
+            return
+        success = await ctx.edit(chat_id, draft.review_message_id, text, reply_markup=keyboard)
+        if success:
+            await draft_store.save_payload(draft, missing={"fields": missing}, mark_bale_synced=True)
+        else:
+            logger.warning("Could not edit review message %s for draft %s", draft.review_message_id, draft.id)
+            await draft_store.set_bale_updated_at(draft.id)
+
+
+# ---------------------------------------------------------------------------
+# commit
+# ---------------------------------------------------------------------------
+
+async def commit(ctx, chat_id, user, draft, only_resolved: bool = False) -> None:
+    payload = draft.payload
+    await resolve_payload(ctx, payload)
+
+    # 1. Sequential pre-creation for new supplier if user wants to commit
+    if not payload.get("supplier_id") and payload.get("supplier_name"):
+        cat_id = payload.get("supplier_category_id")
+        if not cat_id:
+            cats = await ctx.resolver.categories()
+            if cats:
+                cat_id = cats[0].id
+        if cat_id:
+            try:
+                sup_body = {
+                    "name": payload["supplier_name"],
+                    "category_id": cat_id,
+                }
+                if payload.get("supplier_phone"):
+                    sup_body["phone"] = payload["supplier_phone"]
+                created_sup = await ctx.api.create_supplier(sup_body, actor_id=user.actor_id)
+                payload["supplier_id"] = created_sup["id"]
+                ctx.resolver.invalidate("suppliers")
+            except Exception as e:
+                logger.warning("Could not auto-create supplier: %s", e)
+
+    # 2. Sequential pre-creation for new materials
+    for i, item in enumerate(payload.get("items") or [], start=1):
+        if not item.get("material_id") and item.get("material_name") and item.get("unit_id"):
+            try:
+                created_mat = await ctx.api.create_material({
+                    "name": item["material_name"],
+                    "canonical_unit_id": int(item["unit_id"]),
+                }, actor_id=user.actor_id)
+                _set_material(item, created_mat["id"], created_mat.get("name") or item["material_name"])
+                ctx.resolver.invalidate("materials")
+            except Exception as e:
+                logger.warning("Could not auto-create material: %s", e)
+
+    ready, blockers = quote_ready(payload)
+    body, problems = build_quote_request(payload, only_resolved_items=only_resolved)
+    if body is None:
+        lines = ["ثبت ممکن نیست؛ این‌ها را اول مشخص کن:"] + [f"❌ {esc(p)}" for p in problems]
+        await ctx.send(chat_id, "\n".join(lines))
+        return
+    if not ready and not only_resolved:
+        lines = ["برای ثبت کامل، اول این‌ها را مشخص کن:"] + [f"❌ {esc(b)}" for b in blockers]
+        lines += ["", "یا دکمه «ثبت فقط اقلام مشخص» را بزن."]
+        await ctx.send(chat_id, "\n".join(lines))
+        return
+
+    try:
+        created = await ctx.api.create_quote(body, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    except Exception:
+        logger.exception("create_quote failed")
+        await ctx.send(chat_id, ERR_GENERIC.format(detail="خطای شبکه"))
+        return
+
+    await draft_store.set_status(draft.id, "committed")
+    ctx.pending.pop(chat_id, None)
+    ctx.resolver.invalidate()
+
+    if draft.review_message_id:
+        try:
+            quote_id = (created or {}).get("id") or ""
+            msg = f"✅ این پیشنهاد در سیستم با موفقیت ثبت نهایی شد.\nشناسه پیشنهاد: {quote_id}"
+            await ctx.edit(chat_id, draft.review_message_id, msg, reply_markup=None)
+            await draft_store.set_bale_updated_at(draft.id)
+        except Exception:
+            pass
+
+    remaining = [
+        m["label"] for m in compute_quote_missing(payload)
+        if not m["blocking"] and not m["ok"]
+    ]
+    dropped = len(payload.get("items") or []) - len(body.get("line_items") or [])
+    if dropped > 0:
+        remaining.append(f"{dropped} قلم ناشناس حذف شد")
+    await ctx.send(chat_id, quote_committed_report(created, payload, remaining))

ai procurement/app/handlers/supplier.py

@@ -0,0 +1,103 @@
+"""Add-supplier flow: name + one of the 8 fixed Persian categories (required)."""
+import logging
+
+from app import drafts as draft_store
+from app.api.client import ApiError
+from app.drafts import (
+    KIND_SUPPLIER, merge_supplier_patch, new_supplier_payload, supplier_missing,
+)
+from app.keyboards import pick_buttons, simple_review_keyboard
+from app.resolve import safe_resolve
+from app.texts import ERR_GENERIC, esc, supplier_committed_report, supplier_review_text
+
+logger = logging.getLogger("bot.supplier")
+
+
+async def handle_entities(ctx, chat_id, user, patch: dict, source: str | None) -> None:
+    draft = await draft_store.get_active(chat_id, KIND_SUPPLIER)
+    if draft is not None:
+        payload = draft.payload
+        merge_supplier_patch(payload, patch)
+    else:
+        payload = new_supplier_payload()
+        merge_supplier_patch(payload, patch)
+        draft = await draft_store.create(chat_id, KIND_SUPPLIER, payload, source=source)
+    await resolve_payload(ctx, payload)
+    await draft_store.save_payload(draft, missing={"fields": supplier_missing(payload)})
+    await render(ctx, chat_id, draft, fresh=draft.review_message_id is None)
+
+
+async def resolve_payload(ctx, payload: dict) -> None:
+    options = payload.setdefault("options", {})
+    if not payload.get("category_id") and payload.get("category_name"):
+        res = await safe_resolve(ctx.resolver, "category", payload["category_name"])
+        if res.resolved:
+            payload["category_id"] = res.candidates[0].id
+            payload["category_name"] = res.candidates[0].name
+            options.pop("cat", None)
+        elif res.candidates:
+            options["cat"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("cat", None)
+
+
+async def apply_pick(ctx, chat_id, user, draft, field: str, choice: dict) -> None:
+    if field == "cat":
+        draft.payload["category_id"] = choice["id"]
+        draft.payload["category_name"] = choice["name"]
+        draft.payload.setdefault("options", {}).pop("cat", None)
+    await draft_store.save_payload(draft, missing={"fields": supplier_missing(draft.payload)})
+    await render(ctx, chat_id, draft, fresh=False)
+
+
+def _keyboard(payload: dict, draft_id: str) -> dict:
+    rows: list[list[dict]] = []
+    options = (payload.get("options") or {}).get("cat") or []
+    if options:
+        rows += pick_buttons(draft_id, "cat", [o["name"] for o in options[:6]])
+    return simple_review_keyboard(draft_id, KIND_SUPPLIER, rows)
+
+
+async def render(ctx, chat_id, draft, fresh: bool = True) -> None:
+    payload = draft.payload
+    missing = supplier_missing(payload)
+    text = supplier_review_text(payload, missing)
+    keyboard = _keyboard(payload, draft.id)
+    if fresh:
+        message = await ctx.send(chat_id, text, reply_markup=keyboard)
+        draft.review_message_id = (message or {}).get("message_id")
+        await draft_store.save_payload(draft, missing={"fields": missing},
+                                       review_message_id=draft.review_message_id)
+    else:
+        await ctx.edit(chat_id, draft.review_message_id, text, reply_markup=keyboard)
+        await draft_store.save_payload(draft, missing={"fields": missing})
+
+
+async def commit(ctx, chat_id, user, draft) -> None:
+    payload = draft.payload
+    await resolve_payload(ctx, payload)
+    missing = {m["key"]: m["ok"] for m in supplier_missing(payload)}
+    problems = [label for key, label, ok in [
+        ("name", "نام تأمین‌کننده", missing.get("name")),
+        ("category", "دسته‌بندی", missing.get("category")),
+    ] if not ok]
+    if problems:
+        await ctx.send(chat_id, "ثبت ممکن نیست؛ اول این‌ها را مشخص کن:\n" +
+                       "\n".join(f"❌ {esc(p)}" for p in problems))
+        return
+    body = {
+        "name": payload["name"],
+        "category_id": payload["category_id"],
+        "phone": payload.get("phone"),
+        "location": payload.get("location"),
+        "contact_person": payload.get("contact_person"),
+    }
+    body = {k: v for k, v in body.items() if v}
+    try:
+        created = await ctx.api.create_supplier(body, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    await draft_store.set_status(draft.id, "committed")
+    ctx.resolver.invalidate("suppliers")
+    await ctx.send(chat_id, supplier_committed_report(created))

ai procurement/app/keyboards.py

@@ -0,0 +1,74 @@
+"""Inline keyboard builders.
+
+Bale keeps Telegram's 64-byte ``callback_data`` cap, so every callback is a
+short op-code plus the 8-char draft prefix; the full state lives in bot_drafts
+(or the in-memory pending-flow map) and is looked up on tap.
+"""
+
+
+def _kb(rows: list[list[dict]]) -> dict:
+    return {"inline_keyboard": rows}
+
+
+def _btn(text: str, data: str) -> dict:
+    return {"text": text, "callback_data": data}
+
+
+# callback scheme (≤64 bytes):
+#   q:ok:{d8} / q:no:{d8} / q:ok2:{d8}      quote commit / cancel / commit-resolved-only
+#   s:ok:{d8} / s:no:{d8}                   supplier
+#   m:ok:{d8} / m:no:{d8}                   material
+#   pk:{d8}:{field}:{idx}                   pick candidate for a draft field
+#   qc:{idx} / ac:{op} / ar:{op}            pending-flow buttons (accept/arrive)
+
+def draft_actions(prefix: str, kind: str, has_partial_option: bool = False) -> list[list[dict]]:
+    op = {"quote": "q", "supplier": "s", "material": "m"}.get(kind, "q")
+    rows = [[_btn("✅ ثبت نهایی", f"{op}:ok:{prefix}"), _btn("❌ انصراف", f"{op}:no:{prefix}")]]
+    if has_partial_option:
+        rows.insert(0, [_btn("✅ ثبت فقط اقلام مشخص", f"{op}:ok2:{prefix}")])
+    return rows
+
+
+def pick_buttons(prefix: str, field: str, names: list[str]) -> list[list[dict]]:
+    return [[_btn(name[:60], f"pk:{prefix}:{field}:{i}")] for i, name in enumerate(names)]
+
+
+def quote_review_keyboard(
+    prefix: str,
+    pick_rows: list[list[dict]],
+    has_partial_option: bool = False,
+    wizard_url: str | None = None,
+) -> dict:
+    rows = list(pick_rows)
+    if wizard_url:
+        rows.append([{"text": "🖥 بازبینی و تکمیل در ویزارد", "url": wizard_url}])
+    rows += draft_actions(prefix, "quote", has_partial_option=has_partial_option)
+    return _kb(rows)
+
+
+def simple_review_keyboard(prefix: str, kind: str, pick_rows: list[list[dict]]) -> dict:
+    rows = list(pick_rows)
+    rows += draft_actions(prefix, kind)
+    return _kb(rows)
+
+
+def quote_pick_keyboard(pairs: list[tuple[str, str]]) -> dict:
+    """Pick among candidate quotes: pairs of (label, quote_id)."""
+    return _kb([[_btn(label[:60], f"qc:{i}")] for i, (label, _) in enumerate(pairs)])
+
+
+def accept_keyboard(termsheet_labels: list[str]) -> dict:
+    rows = [[_btn(f"شرایط: {label[:40]}", f"ac:ts:{i}")] for i, label in enumerate(termsheet_labels)]
+    rows.append([_btn("✅ تأیید پذیرش", "ac:ok"), _btn("❌ انصراف", "ac:no")])
+    return _kb(rows)
+
+
+def arrive_keyboard() -> dict:
+    return _kb([
+        [_btn("📦 تحویل کامل همه اقلام", "ar:full")],
+        [_btn("✅ ثبت مقادیر اعلام‌شده", "ar:ok"), _btn("❌ انصراف", "ar:no")],
+    ])
+
+
+def cancel_keyboard() -> dict:
+    return _kb([[_btn("❌ انصراف", "ac:no")]])

ai procurement/app/main.py

@@ -0,0 +1,60 @@
+"""Bot entrypoint: ensure tables → sweeper task → Bale long-poll loop.
+
+Mirrors the api's pattern of a plain asyncio background loop (no Celery/Redis).
+"""
+import asyncio
+import logging
+
+from app.bale.client import BaleClient, poll_loop
+from app.config import settings
+from app.db_init import ensure_schema
+from app.drafts import expire_stale
+from app.handlers import handle_update
+from app.runtime import BotContext
+from app.api.client import ErpClient
+from app.sync import sync_drafts_loop
+
+logging.basicConfig(
+    level=getattr(logging, settings.LOG_LEVEL.upper(), logging.INFO),
+    format="%(asctime)s %(levelname)s %(name)s — %(message)s",
+)
+logger = logging.getLogger("bot.main")
+
+
+async def sweeper_loop() -> None:
+    """Expire stale drafts + sweep dead pending flows every 10 minutes."""
+    while True:
+        try:
+            expired = await expire_stale(settings.DRAFT_TTL_HOURS)
+            if expired:
+                logger.info("expired %s stale drafts", expired)
+        except Exception:
+            logger.exception("sweeper failed")
+        await asyncio.sleep(600)
+
+
+async def main() -> None:
+    if not settings.BOT_TOKEN:
+        raise SystemExit("PROCUREMENT_BOT_BOT_TOKEN is not set — get one from Bale's BotFather")
+    logger.info("starting bale procurement bot (api=%s, ai=%s)",
+                settings.API_BASE_URL, "configured" if settings.AI_BASE_URL else "NOT configured")
+    await ensure_schema()
+
+    bale = BaleClient(settings.BALE_API_BASE, settings.BOT_TOKEN)
+    api = ErpClient(settings.API_BASE_URL, settings.API_TIMEOUT_SECONDS, settings.SERVICE_TOKEN)
+    ctx = BotContext(bale, api)
+
+    sweeper = asyncio.create_task(sweeper_loop())
+    sync_task = asyncio.create_task(sync_drafts_loop(ctx))
+    try:
+        await poll_loop(bale, lambda update: handle_update(ctx, update))
+    finally:
+        sweeper.cancel()
+        sync_task.cancel()
+
+
+if __name__ == "__main__":
+    try:
+        asyncio.run(main())
+    except KeyboardInterrupt:
+        pass

ai procurement/app/models.py

@@ -0,0 +1,85 @@
+"""Bot-owned tables (bot_* prefix, idempotent DDL in db_init.py).
+
+These are separate from the ERP schema on purpose: the bot is an autonomous
+container and owns its own state (links, drafts, message audit log).
+"""
+from datetime import datetime
+
+from sqlalchemy import BigInteger, DateTime, Index, Integer, String, Text, func
+from sqlalchemy.dialects.postgresql import JSONB, UUID
+from sqlalchemy.orm import DeclarativeBase, Mapped, mapped_column
+
+
+class Base(DeclarativeBase):
+    pass
+
+
+def _uuid_pk() -> Mapped[str]:
+    return mapped_column(UUID(as_uuid=False), primary_key=True, server_default=func.gen_random_uuid())
+
+
+def _timestamptz(**kwargs) -> Mapped[datetime]:
+    return mapped_column(DateTime(timezone=True), server_default=func.now(), nullable=False, **kwargs)
+
+
+class BotLink(Base):
+    """Bale chat ↔ ERP user mapping (established via Casdoor login)."""
+
+    __tablename__ = "bot_links"
+
+    id: Mapped[str] = _uuid_pk()
+    chat_id: Mapped[int] = mapped_column(BigInteger, unique=True, nullable=False, index=True)
+    user_id: Mapped[str | None] = mapped_column(UUID(as_uuid=False))  # users.id
+    casdoor_username: Mapped[str | None] = mapped_column(Text)
+    display_name: Mapped[str | None] = mapped_column(Text)
+    role: Mapped[str | None] = mapped_column(String(32))
+    created_at: Mapped[datetime] = _timestamptz()
+    updated_at: Mapped[datetime] = _timestamptz(onupdate=func.now())
+
+
+class BotDraft(Base):
+    """A prepared-but-not-committed ERP action (quote / supplier / material)."""
+
+    __tablename__ = "bot_drafts"
+    __table_args__ = (
+        Index("ix_bot_drafts_chat_status", "chat_id", "status"),
+        Index("ix_bot_drafts_review_msg", "review_message_id"),
+        Index("ix_bot_drafts_source_msg", "source_message_id"),
+    )
+
+    id: Mapped[str] = _uuid_pk()
+    chat_id: Mapped[int] = mapped_column(BigInteger, nullable=False, index=True)
+    kind: Mapped[str] = mapped_column(String(16), nullable=False)  # quote|supplier|material
+    payload: Mapped[dict] = mapped_column(JSONB, nullable=False, default=dict)
+    missing: Mapped[dict | None] = mapped_column(JSONB)
+    status: Mapped[str] = mapped_column(String(16), nullable=False, default="active")  # active|committed|cancelled|expired|failed
+    source: Mapped[str | None] = mapped_column(String(16))  # text|voice
+    source_message_id: Mapped[int | None] = mapped_column(BigInteger)
+    review_message_id: Mapped[int | None] = mapped_column(BigInteger)
+    last_bale_update_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    created_at: Mapped[datetime] = _timestamptz()
+    updated_at: Mapped[datetime] = _timestamptz(onupdate=func.now())
+
+
+class BotMessage(Base):
+    """Audit log of every inbound/outbound message (who asked for what)."""
+
+    __tablename__ = "bot_messages"
+
+    id: Mapped[str] = _uuid_pk()
+    chat_id: Mapped[int] = mapped_column(BigInteger, nullable=False, index=True)
+    direction: Mapped[str] = mapped_column(String(4), nullable=False)  # in|out
+    kind: Mapped[str] = mapped_column(String(16), nullable=False, default="text")  # text|voice|callback|error
+    body: Mapped[str | None] = mapped_column(Text)
+    payload: Mapped[dict | None] = mapped_column(JSONB)
+    created_at: Mapped[datetime] = _timestamptz()
+
+
+class BotMeta(Base):
+    """Tiny KV store (e.g. last processed Bale update_id across restarts)."""
+
+    __tablename__ = "bot_meta"
+
+    key: Mapped[str] = mapped_column(String(64), primary_key=True)
+    value: Mapped[str | None] = mapped_column(Text)
+    updated_at: Mapped[datetime] = _timestamptz(onupdate=func.now())

ai procurement/app/nlu.py

@@ -0,0 +1,149 @@
+"""Natural-language understanding: Persian free text → typed intent + entities.
+
+One chat/completions call per message with JSON-mode output. The prompt embeds
+the current draft summary so the model can decide between "start a new
+activity" and "refine the open draft" (update_draft with a partial patch).
+"""
+import json
+import logging
+import re
+
+import httpx
+
+from app.config import Settings
+
+logger = logging.getLogger("bot.nlu")
+
+PERSIAN_DIGITS = str.maketrans("۰۱۲۳۴۵۶۷۸۹٠١٢٣٤٥٦٧٨٩", "01234567890123456789")
+
+
+def normalize_digits(text: str) -> str:
+    return (text or "").translate(PERSIAN_DIGITS)
+
+
+ZWNJ = "\u200c"
+
+
+def normalize_text(text: str) -> str:
+    """Normalize Persian text for fuzzy matching (ZWNJ, arabic ya/ka, spaces)."""
+    t = normalize_digits(text or "")
+    t = t.replace(ZWNJ, " ").replace("ي", "ی").replace("ك", "ک")
+    t = re.sub(r"\s+", " ", t).strip().lower()
+    return t
+
+
+INTENTS = [
+    "register_quote",   # ثبت استعلام/پیشنهاد جدید از یک تأمین‌کننده
+    "update_draft",     # تکمیل/اصلاح پیش‌نویس باز (patch روی آن)
+    "commit_draft",     # «ثبت کن» / «تأیید» — commit the open draft
+    "discard_draft",    # «بی‌خیال» / «لغو»
+    "show_draft",       # «وضعیت پیش‌نویس؟»
+    "add_supplier",
+    "add_material",
+    "status_query",     # پرس‌وجو: استعلام‌های در انتظار / به‌زودی منقضی / ...
+    "accept_quote",     # پذیرش یک استعلام
+    "arrive_items",     # اعلام رسیدن اقلام
+    "help",
+    "unknown",
+]
+
+SYSTEM_PROMPT = """تو دستیار تدارکات یک ERP فارسی هستی. ورودی تو پیام صوتی/متنی کاربر است.
+یک JSON و فقط JSON برگردان (بدون توضیح اضافه) با این شکل:
+
+{
+  "intent": یکی از {intents},
+  "patch": {شکل partial هر فعالیتی که کاربر داده},
+  "confidence": 0.0..1.0
+}
+
+قوانین:
+- اگر پیام کاربر اطلاعات جدیدی به پیش‌نویسِ باز اضافه می‌کند یا اصلاح می‌کند → intent="update_draft" و patch شامل فقط فیلدهای جدید/تغییریافته.
+- اگر عبارت تأیید نهایی است (مثل «ثبت کن»، «همینه، ثبتش کن») → intent="commit_draft".
+- اگر لغو است («بی‌خیال»، «لغو») → intent="discard_draft".
+- اگر سؤال درباره وضعیت است → intent="status_query".
+- اگر درباره پذیرش استعلام است → intent="accept_quote" و در patch.target نام تأمین‌کننده/استعلام.
+- اگر درباره اعلام رسیدن اقلام است → intent="arrive_items" و در patch.target نام تأمین‌کننده/استعلام و در patch.arrivals مقادیر.
+- برای کالاها: material_name فقط نام کلی کالا باشد (مانند «میلگرد» یا «لوله»)؛ کارخانه یا برند در brand_name؛ و مشخصات فنی (مثل سایز یا گرید) در آرایه specs قرار گیرد.
+- برای شرایط پرداخت: در صورت ذکر اقساط/موعد و مبالغ، در milestones: [{"due_date": "YYYY-MM-DD", "amount": number}] قرار بده.
+
+شکل patch برای intent="register_quote"/"update_draft":
+{"supplier_name": str, "project_name": str, "project_names": [str], "is_official": bool, "notes": str, "expiry_date": "YYYY-MM-DD",
+ "items": [{"material_name": str, "brand_name": str, "specs": [str], "quantity": number, "unit_name": str, "unit_price": number, "notes": str}],
+ "payment_terms": [{"label": str, "milestones": [{"due_date": "YYYY-MM-DD", "amount": number}], "discount_type": "none|percent|fixed", "discount_value": number}]}
+
+شکل patch برای intent="add_supplier":
+{"supplier": {"name": str, "category_name": str, "phone": str, "location": str, "contact_person": str}}
+
+شکل patch برای intent="add_material":
+{"material": {"name": str, "unit_name": str, "topic": str}}
+
+شکل patch برای intent="status_query":
+{"query": {"kind": "pending|accepted|arrived|expiring|recent", "supplier_name": str, "project_name": str, "days": int}}
+
+شکل patch برای intent="accept_quote"/"arrive_items":
+{"target": {"supplier_name": str, "project_name": str, "quote_id": str},
+ "arrivals": [{"material_name": str, "quantity": number, "quality_note": str}]}
+
+{draft_block}
+"""
+
+
+def _build_system_prompt(draft_summary: str | None) -> str:
+    intents = ", ".join(INTENTS)
+    prompt = SYSTEM_PROMPT.replace("{intents}", intents).replace("{draft_block}", "")
+    if draft_summary:
+        prompt += (
+            "\n\nپیش‌نویسِ باز فعلی کاربر (اگر مرتبط است به آن تکیه کن و فیلدهای تکراری را بازنویسی نکن):\n"
+            + draft_summary
+        )
+    return prompt
+
+
+def _extract_json(raw: str) -> dict | None:
+    raw = (raw or "").strip()
+    if raw.startswith("```"):
+        raw = re.sub(r"^```[a-zA-Z]*\n?", "", raw).rstrip("`").strip()
+    start = raw.find("{")
+    end = raw.rfind("}")
+    if start == -1 or end <= start:
+        return None
+    try:
+        return json.loads(raw[start : end + 1])
+    except json.JSONDecodeError:
+        return None
+
+
+async def understand(settings: Settings, text: str, draft_summary: str | None = None) -> dict:
+    """Return {"intent": ..., "patch": {...}, "confidence": ...}; never raises."""
+    fallback = {"intent": "unknown", "patch": {}, "confidence": 0.0}
+    if not settings.AI_BASE_URL or not settings.AI_API_KEY:
+        logger.warning("AI provider not configured; cannot understand message")
+        return fallback
+    try:
+        async with httpx.AsyncClient(timeout=settings.LLM_TIMEOUT_SECONDS) as client:
+            resp = await client.post(
+                f"{settings.AI_BASE_URL.rstrip('/')}/chat/completions",
+                headers={"Authorization": f"Bearer {settings.AI_API_KEY}"},
+                json={
+                    "model": settings.LLM_MODEL,
+                    "messages": [
+                        {"role": "system", "content": _build_system_prompt(draft_summary)},
+                        {"role": "user", "content": normalize_digits(text)},
+                    ],
+                    "temperature": 0.1,
+                    "response_format": {"type": "json_object"},
+                },
+            )
+        if resp.status_code != 200:
+            logger.error("LLM HTTP %s: %s", resp.status_code, resp.text[:300])
+            return fallback
+        content = ((resp.json() or {}).get("choices") or [{}])[0].get("message", {}).get("content", "")
+        parsed = _extract_json(content)
+        if not parsed or parsed.get("intent") not in INTENTS:
+            logger.warning("unparseable LLM output: %r", content[:200])
+            return fallback
+        parsed.setdefault("patch", {})
+        return parsed
+    except (httpx.HTTPError, json.JSONDecodeError, KeyError, TypeError):
+        logger.exception("NLU failure")
+        return fallback

ai procurement/app/resolve.py

@@ -0,0 +1,151 @@
+"""Name → ERP id resolution with fuzzy matching (Persian-aware) + tiny caches.
+
+The ERP search endpoints are ilike-based; we fetch candidates with `q=` and
+rank them with difflib so "میلگرد A3 14" still matches "میلگرد A3 سایز ۱۴".
+"""
+import difflib
+import time
+from dataclasses import dataclass, field
+
+from app.api.client import ApiError, ErpClient
+from app.nlu import normalize_text
+
+
+@dataclass
+class Candidate:
+    id: str
+    name: str
+    extra: dict = field(default_factory=dict)
+
+
+@dataclass
+class Resolution:
+    status: str  # "one" | "many" | "none"
+    candidates: list[Candidate]
+
+    @property
+    def resolved(self) -> bool:
+        return self.status == "one"
+
+
+def _rank(query: str, items: list[Candidate], limit: int = 6) -> list[Candidate]:
+    q = normalize_text(query)
+    if not q:
+        return items[:limit]
+    scored = []
+    for item in items:
+        name = normalize_text(item.name)
+        ratio = difflib.SequenceMatcher(None, q, name).ratio()
+        if q == name:
+            ratio = 1.0
+        elif q in name:
+            ratio += 0.35
+        scored.append((ratio, item))
+    scored.sort(key=lambda pair: (-pair[0], pair[1].name))
+    return [item for ratio, item in scored[:limit] if ratio >= 0.40]
+
+
+class Resolver:
+    """Caches catalog lists (units/categories/projects are stable; suppliers/materials queried on demand)."""
+
+    def __init__(self, api: ErpClient, ttl_seconds: float = 1800):
+        self._api = api
+        self._ttl = ttl_seconds
+        self._cache: dict[str, tuple[float, list[Candidate]]] = {}
+
+    async def _cached(self, key: str, fetch) -> list[Candidate]:
+        entry = self._cache.get(key)
+        now = time.monotonic()
+        if entry and now - entry[0] < self._ttl:
+            return entry[1]
+        items = await fetch()
+        self._cache[key] = (now, items)
+        return items
+
+    def invalidate(self, key: str | None = None) -> None:
+        if key:
+            self._cache.pop(key, None)
+        else:
+            self._cache.clear()
+
+    # ---------------------------------------------------------------- sources
+
+    async def units(self) -> list[Candidate]:
+        async def fetch():
+            rows = await self._api.list_units()
+            return [Candidate(id=str(u["id"]), name=u.get("name_fa") or u.get("code") or str(u["id"]),
+                              extra={"code": u.get("code")}) for u in rows]
+        return await self._cached("units", fetch)
+
+    async def categories(self) -> list[Candidate]:
+        async def fetch():
+            rows = await self._api.list_categories()
+            return [Candidate(id=str(c["id"]), name=c.get("name") or c.get("slug") or str(c["id"])) for c in rows]
+        return await self._cached("categories", fetch)
+
+    async def projects(self) -> list[Candidate]:
+        async def fetch():
+            rows = await self._api.list_projects()
+            return [Candidate(id=str(p["id"]), name=p.get("name") or str(p["id"])) for p in rows]
+        return await self._cached("projects", fetch)
+
+    async def suppliers(self, q: str | None = None) -> list[Candidate]:
+        rows = await self._api.list_suppliers(q=q, page_size=20)
+        items = [Candidate(id=str(s["id"]), name=s.get("name") or str(s["id"])) for s in rows]
+        return _rank(q, items) if q else items
+
+    async def materials(self, q: str | None = None) -> list[Candidate]:
+        rows = await self._api.list_materials(q=q, page_size=20)
+        extra = {str(m["id"]): m for m in rows}
+        items = [Candidate(id=str(m["id"]), name=m.get("name") or str(m["id"]), extra=extra.get(str(m["id"]), {}))
+                 for m in rows]
+        return _rank(q, items) if q else items
+
+    # ------------------------------------------------------------ resolutions
+
+    async def resolve(self, kind: str, name: str | None) -> Resolution:
+        """Resolve by name; exact hit → "one", several close → "many", none → "none"."""
+        if not name or not name.strip():
+            return Resolution("none", [])
+        if kind == "supplier":
+            candidates = await self.suppliers(name)
+        elif kind == "material":
+            candidates = await self.materials(name)
+        elif kind == "project":
+            candidates = _rank(name, await self.projects())
+        elif kind == "unit":
+            candidates = _rank(name, await self.units())
+        elif kind == "category":
+            candidates = _rank(name, await self.categories())
+        else:
+            raise ValueError(f"unknown kind: {kind}")
+        if not candidates:
+            return Resolution("none", [])
+        norm_name = normalize_text(name)
+        exact = [c for c in candidates if normalize_text(c.name) == norm_name]
+        if len(exact) == 1:
+            return Resolution("one", exact)
+        top = candidates[0]
+        top_norm = normalize_text(top.name)
+        ratio = difflib.SequenceMatcher(None, norm_name, top_norm).ratio()
+        if ratio >= 0.88 and (len(candidates) == 1 or ratio > 0.95):
+            return Resolution("one", [top])
+        return Resolution("many", candidates)
+
+    async def unit_for_material(self, unit_name: str | None, material: dict | None) -> tuple[str | None, bool]:
+        """Return (unit_id, explicitly_resolved). Falls back to the material's
+        canonical unit when the spoken unit isn't found."""
+        if unit_name:
+            res = await self.resolve("unit", unit_name)
+            if res.resolved:
+                return res.candidates[0].id, True
+        if material and material.get("canonical_unit_id"):
+            return str(material["canonical_unit_id"]), False
+        return None, False
+
+
+async def safe_resolve(resolver: Resolver, kind: str, name: str | None) -> Resolution:
+    try:
+        return await resolver.resolve(kind, name)
+    except ApiError:
+        return Resolution("none", [])

ai procurement/app/runtime.py

@@ -0,0 +1,170 @@
+"""Shared runtime: BotContext wiring + per-chat pending interaction flows.
+
+Pending flows (Casdoor linking, quote picking, accept/arrive confirmations)
+are short-lived and single-instance, so they live in memory; anything that
+must survive restarts (drafts, links) lives in postgres.
+"""
+import logging
+import time
+from dataclasses import dataclass, field
+
+from sqlalchemy import select, update
+
+from app.api.client import ErpClient
+from app.bale.client import BaleClient
+from app.config import settings
+from app.db import SessionLocal
+from app.models import BotLink, BotMessage
+from app.resolve import Resolver
+
+logger = logging.getLogger("bot.runtime")
+
+
+# ---------------------------------------------------------------------------
+# Links (postgres)
+# ---------------------------------------------------------------------------
+
+class LinkStore:
+    async def get(self, chat_id: int) -> BotLink | None:
+        async with SessionLocal() as session:
+            return (await session.execute(
+                select(BotLink).where(BotLink.chat_id == chat_id)
+            )).scalar_one_or_none()
+
+    async def upsert(self, chat_id: int, user_id: str | None, username: str | None,
+                     display_name: str | None, role: str | None) -> BotLink:
+        async with SessionLocal() as session:
+            link = (await session.execute(select(BotLink).where(BotLink.chat_id == chat_id))).scalar_one_or_none()
+            if link is None:
+                link = BotLink(chat_id=chat_id)
+                session.add(link)
+            link.user_id = user_id
+            link.casdoor_username = username
+            link.display_name = display_name
+            link.role = role
+            await session.commit()
+            await session.refresh(link)
+            return link
+
+    async def delete(self, chat_id: int) -> bool:
+        async with SessionLocal() as session:
+            result = await session.execute(
+                update(BotLink).where(BotLink.chat_id == chat_id).values(user_id=None, role=None,
+                                                                         casdoor_username=None)
+            )
+            await session.commit()
+            return (result.rowcount or 0) > 0
+
+
+ROLE_FA = {"pm": "مدیر پروژه", "procurement_manager": "مدیر تدارکات", "admin": "ادمین"}
+
+
+# ---------------------------------------------------------------------------
+# Pending flows (memory) — one per chat
+# ---------------------------------------------------------------------------
+
+@dataclass
+class PendingFlow:
+    kind: str  # link_username | link_password | quote_pick | accept | arrive_qty | arrive_confirm
+    data: dict = field(default_factory=dict)
+    created: float = field(default_factory=time.monotonic)
+
+    @property
+    def age_seconds(self) -> float:
+        return time.monotonic() - self.created
+
+
+class PendingFlows:
+    TTL_SECONDS = 1800
+
+    def __init__(self):
+        self._flows: dict[int, PendingFlow] = {}
+
+    def set(self, chat_id: int, kind: str, data: dict | None = None) -> PendingFlow:
+        flow = PendingFlow(kind=kind, data=data or {})
+        self._flows[chat_id] = flow
+        return flow
+
+    def get(self, chat_id: int) -> PendingFlow | None:
+        flow = self._flows.get(chat_id)
+        if flow and flow.age_seconds > self.TTL_SECONDS:
+            self._flows.pop(chat_id, None)
+            return None
+        return flow
+
+    def pop(self, chat_id: int, default=None):
+        return self._flows.pop(chat_id, default)
+
+    def sweep(self) -> None:
+        for chat_id, flow in list(self._flows.items()):
+            if flow.age_seconds > self.TTL_SECONDS:
+                self._flows.pop(chat_id, None)
+
+
+# ---------------------------------------------------------------------------
+# Context
+# ---------------------------------------------------------------------------
+
+class BotContext:
+    def __init__(self, bale: BaleClient, api: ErpClient):
+        self.bale = bale
+        self.api = api
+        self.resolver = Resolver(api)
+        self.links = LinkStore()
+        self.pending = PendingFlows()
+
+    @property
+    def admin_chat_ids(self) -> set[int]:
+        return settings.admin_chat_ids
+
+    async def send(self, chat_id: int, text: str, reply_markup: dict | None = None,
+                   reply_to: int | None = None) -> dict:
+        """Send + audit-log every outbound message."""
+        try:
+            message = await self.bale.send_message(chat_id, text, reply_markup=reply_markup, reply_to=reply_to)
+        except Exception:
+            logger.exception("failed to send to chat %s", chat_id)
+            message = {}
+        await self._log(chat_id, "out", "text", text)
+        return message
+
+    async def edit(self, chat_id: int, message_id: int | None, text: str,
+                   reply_markup: dict | None = None) -> bool:
+        if not message_id:
+            return False
+        try:
+            await self.bale.edit_message_text(chat_id, message_id, text, reply_markup=reply_markup)
+            return True
+        except Exception as exc:
+            logger.warning("failed to edit message %s in chat %s: %s", message_id, chat_id, exc)
+            return False
+
+    async def delete(self, chat_id: int, message_id: int | None) -> bool:
+        if not message_id:
+            return False
+        try:
+            return await self.bale.delete_message(chat_id, message_id)
+        except Exception:
+            logger.exception("failed to delete message %s in chat %s", message_id, chat_id)
+            return False
+
+    async def _log(self, chat_id: int, direction: str, kind: str, body: str | None = None) -> None:
+        try:
+            async with SessionLocal() as session:
+                session.add(BotMessage(chat_id=chat_id, direction=direction, kind=kind, body=body))
+                await session.commit()
+        except Exception:
+            logger.exception("failed to log bot message")
+
+
+@dataclass
+class LinkedUser:
+    chat_id: int
+    user_id: str | None
+    display_name: str | None
+    role: str | None
+    is_admin: bool
+
+    @property
+    def actor_id(self) -> str | None:
+        return self.user_id

ai procurement/app/stt.py

@@ -0,0 +1,62 @@
+"""Speech-to-text via an OpenAI-compatible /audio/transcriptions endpoint.
+
+Bale voice notes arrive as OGG/Opus which not every provider accepts, so the
+audio is first converted to mono 16 kHz MP3 with ffmpeg (installed in the bot
+image). Any OpenAI-compatible provider works (OpenAI, GLM, OpenRouter proxies,
+self-hosted whisper servers exposing the same contract).
+"""
+import asyncio
+import logging
+import subprocess
+import tempfile
+from pathlib import Path
+
+import httpx
+
+from app.config import Settings
+
+logger = logging.getLogger("bot.stt")
+
+_CONVERT_TIMEOUT = 60
+_STT_TIMEOUT = 120
+
+
+def _to_mp3(raw: bytes, suffix: str) -> bytes:
+    """Convert arbitrary audio bytes to mono 16 kHz MP3 using ffmpeg."""
+    with tempfile.TemporaryDirectory() as tmp:
+        src = Path(tmp) / f"in{suffix or '.ogg'}"
+        dst = Path(tmp) / "out.mp3"
+        src.write_bytes(raw)
+        proc = subprocess.run(
+            ["ffmpeg", "-y", "-i", str(src), "-vn", "-ac", "1", "-ar", "16000", "-b:a", "64k", str(dst)],
+            capture_output=True,
+            timeout=_CONVERT_TIMEOUT,
+        )
+        if proc.returncode != 0 or not dst.exists():
+            raise RuntimeError(f"ffmpeg failed: {proc.stderr[-400:]!r}")
+        return dst.read_bytes()
+
+
+async def transcribe(settings: Settings, audio: bytes, mime_type: str | None = None,
+                     filename: str | None = None) -> str:
+    """Return the Persian transcript for a voice note (empty string on silence)."""
+    if not settings.stt_base_url or not settings.stt_api_key:
+        raise RuntimeError("STT provider is not configured (PROCUREMENT_BOT_STT_BASE_URL / _AI_BASE_URL)")
+
+    suffix = Path(filename or "").suffix
+    if not suffix and mime_type:
+        suffix = {"audio/ogg": ".ogg", "audio/opus": ".ogg", "audio/mpeg": ".mp3",
+                  "audio/mp4": ".m4a", "audio/wav": ".wav"}.get(mime_type.split(";")[0].strip(), ".ogg")
+    converted = await asyncio.to_thread(_to_mp3, audio, suffix)
+
+    url = f"{settings.stt_base_url.rstrip('/')}/audio/transcriptions"
+    async with httpx.AsyncClient(timeout=_STT_TIMEOUT) as client:
+        resp = await client.post(
+            url,
+            headers={"Authorization": f"Bearer {settings.stt_api_key}"},
+            files={"file": ("voice.mp3", converted, "audio/mpeg")},
+            data={"model": settings.STT_MODEL, "language": settings.STT_LANGUAGE},
+        )
+    if resp.status_code != 200:
+        raise RuntimeError(f"STT provider returned HTTP {resp.status_code}: {resp.text[:300]}")
+    return str((resp.json() or {}).get("text") or "").strip()

ai procurement/app/sync.py

@@ -0,0 +1,59 @@
+"""Background sync loop: watches bot_drafts for updates from Web Wizard or external API.
+
+If a draft was updated in the Wizard:
+  - If status == 'active': re-renders review text & keyboard in Bale so chat reflects edits.
+  - If status == 'committed': edits Bale message to show it was committed and removes buttons.
+  - If status == 'cancelled': edits Bale message to show it was cancelled and removes buttons.
+"""
+import asyncio
+import logging
+from app import drafts as draft_store
+from app.handlers import quote
+
+logger = logging.getLogger("bot.sync")
+
+
+async def sync_drafts_loop(ctx) -> None:
+    while True:
+        try:
+            pending = await draft_store.get_pending_bale_updates()
+            for draft in pending:
+                try:
+                    if not draft.review_message_id:
+                        await draft_store.set_bale_updated_at(draft.id)
+                        continue
+
+                    if draft.status == "committed":
+                        payload = draft.payload or {}
+                        quote_id = payload.get("committed_quote_id") or ""
+                        msg = "✅ این پیشنهاد با موفقیت در سیستم ثبت نهایی شد."
+                        if quote_id:
+                            msg += f"\nشناسه پیشنهاد: {quote_id}"
+                        await ctx.bale.edit_message_text(draft.chat_id, draft.review_message_id, msg, reply_markup=None)
+                        await draft_store.set_bale_updated_at(draft.id)
+                        logger.info("Synced committed draft %s to Bale message %s", draft.id, draft.review_message_id)
+
+                    elif draft.status == "cancelled":
+                        msg = "❌ این پیش‌نویس لغو شد."
+                        await ctx.bale.edit_message_text(draft.chat_id, draft.review_message_id, msg, reply_markup=None)
+                        await draft_store.set_bale_updated_at(draft.id)
+                        logger.info("Synced cancelled draft %s to Bale message %s", draft.id, draft.review_message_id)
+
+                    elif draft.status == "active" and draft.kind == draft_store.KIND_QUOTE:
+                        await quote.render(ctx, draft.chat_id, draft, fresh=False)
+                        await draft_store.set_bale_updated_at(draft.id)
+                        logger.info("Synced active draft %s edits to Bale message %s", draft.id, draft.review_message_id)
+
+                    else:
+                        await draft_store.set_bale_updated_at(draft.id)
+
+                except Exception as exc:
+                    logger.warning("Failed to sync draft %s to Bale: %s", draft.id, exc)
+                    await draft_store.set_bale_updated_at(draft.id)
+
+        except asyncio.CancelledError:
+            break
+        except Exception:
+            logger.exception("Error in sync_drafts_loop")
+
+        await asyncio.sleep(1.5)

ai procurement/app/texts.py

@@ -0,0 +1,254 @@
+"""Persian message templates (the ERP's user-facing layer is Persian)."""
+import html
+from datetime import date
+
+STATUS_FA = {
+    "offered": "🔵 در انتظار بررسی",
+    "accepted": "🟢 پذیرفته‌شده",
+    "arrived": "✅ رسیده",
+    "rejected": "🔴 ردشده",
+    "expired": "⚪️ منقضی",
+}
+
+MISSING_MARKS = {True: "✅", False: "❌"}
+WARNING_MARK = "⚠️"
+
+
+def esc(value) -> str:
+    return html.escape(str(value if value is not None else "—"))
+
+
+def fa_date(value: str | None) -> str:
+    if not value:
+        return "—"
+    return str(value)[:10]
+
+
+WELCOME = (
+    "سلام! 👋 من دستیار تدارکات هستم.\n\n"
+    "می‌توانی با پیام متنی یا <b>صوتی</b> فعالیتی تعریف کنی — مثلاً:\n"
+    "«سازان نو برای پروژه برج آسمان، ۵۰۰ کیلو میلگرد A3، هر کیلو ۴۵ تومن، پرداخت ۳ فاز»\n\n"
+    "من هر چه را فهمیدم به‌صورت پیش‌نویس آماده می‌کنم، چیزی که فهمیدم و چیزهای خالی را نشان "
+    "می‌دهم و فقط با تأیید تو در سیستم ثبت می‌کنم.\n\n"
+    "دستورها:\n"
+    "/drafts — پیش‌نویس‌های باز\n"
+    "/cancel — لغو پیش‌نویس/عملیات جاری\n"
+    "/whoami — اتصال من\n"
+    "/unlink — قطع اتصال\n"
+    "/help — راهنما"
+)
+
+HELP = (
+    "<b>چه کارهایی می‌توانم بکنم؟</b>\n\n"
+    "🧾 <b>ثبت استعلام</b> — تأمین‌کننده، پروژه، اقلام (کالا/مقدار/واحد)، قیمت و شرایط پرداخت را از گفتگو درمی‌آورم.\n"
+    "🏢 <b>افزودن تأمین‌کننده</b> — «تأمین‌کننده جدید فلانی، دسته لوله و اتصالات، تلفن ...»\n"
+    "📦 <b>افزودن کالا</b> — «کالای جدید میلگرد A3 با واحد کیلوگرم»\n"
+    "📊 <b>پرس‌وجو</b> — «استعلام‌های در انتظار؟»، «کدام‌ها به‌زودی منقضی می‌شوند؟»\n"
+    "✔️ <b>پذیرش استعلام</b> — «استعلام سازان نو را قبول کن»\n"
+    "🚚 <b>اعلام رسیدن</b> — «اقلام سازان نو رسید، ۵۰۰ کیلو»\n\n"
+    "هر ثبت فقط با دکمه ✅ انجام می‌شود. با /cancel هر چیز نیمه‌کاره را لغو کن."
+)
+
+LINK_START = (
+    "برای اتصال حساب Bale به حساب ERP، <b>نام کاربری Casdoor</b> خود را بفرست "
+    "(یا اگر رمز جدا داری همان نام کاربری سامانه). برای لغو: /cancel"
+)
+LINK_ASK_PASSWORD = "ممنون. حالا <b>رمز عبور</b> را بفرست (فقط برای یک بار ورود؛ ذخیره نمی‌شود). /cancel برای لغو"
+LINK_OK = "✅ اتصال انجام شد: <b>{name}</b> ({role})\nحالا می‌توانی فعالیت‌ها را بفرستی. /help را ببین."
+LINK_FAIL = "ورود ناموفق بود: {detail}\nدوباره /start بزن یا نام کاربری را بفرست."
+ADMIN_NO_LINK = "حالت ادمین (بدون اتصال) فعال است؛ ثبت‌ها بدون انتساب کاربر انجام می‌شود."
+
+DRAFTS_LIST_HEADER = "📋 پیش‌نویس‌های باز:"
+DRAFTS_EMPTY = "پیش‌نویس بازی نداری. یک فعالیت را با متن یا وویس بفرست."
+NOTHING_TO_COMMIT = "پیش‌نویس بازی برای ثبت نیست؛ اول یک فعالیت بفرست."
+CANCELLED = "لغو شد. ✔️"
+UNKNOWN_HINT = (
+    "متوجه منظورت نشد 🤔\n"
+    "می‌توانی مثلاً بگویی: «ثبت استعلام از سازان نو برای ۲۰۰ عدد شیر فلکه» یا /help را ببینی."
+)
+UNLINKED = "ابتدا حساب خود را متصل کن: /start"
+AI_NOT_CONFIGURED = (
+    "پردازش هوشمند تنظیم نشده است (متغیرهای PROCUREMENT_BOT_AI_*). "
+    "با مدیر سیستم تماس بگیر."
+)
+STT_FAILED = "نتوانستم پیام صوتی را تبدیل کنم: {detail}"
+VOICE_EMPTY = "از پیام صوتی متنی شنیده نشد؛ دوباره بگو یا با متن بفرست."
+ERR_GENERIC = "خطا: {detail}"
+PICK_QUOTE = "چند استعلام پیدا شد؛ کدام را می‌خواهی؟"
+QUOTE_NOT_FOUND = "استعلامی برای «{q}» پیدا نکردم."
+ACCEPT_REPORT = (
+    "✅ پذیرش انجام شد\n"
+    "استعلام #{id}\n"
+    "وضعیت: {status}\n"
+    "اقلام تصمیم‌گیری‌شده: {count}"
+)
+ARRIVE_REPORT = (
+    "🚚 ثبت رسید انجام شد\n"
+    "استعلام #{id} — وضعیت: {status}\n{lines}"
+)
+ACCEPT_DONE_TS = "شرایط انتخاب‌شده: {label}"
+
+
+def missing_block(missing: list[dict]) -> str:
+    """✅/❌ list of what's captured vs. still empty (⚠️ = nice-to-have)."""
+    if not missing:
+        return "همه فیلدها کامل است ✅"
+    lines = []
+    for m in missing:
+        mark = MISSING_MARKS[m["ok"]] if m["blocking"] else (MISSING_MARKS.get(m["ok"], WARNING_MARK))
+        if not m["blocking"] and not m["ok"]:
+            mark = WARNING_MARK
+        lines.append(f"{mark} {m['label']}")
+    return "\n".join(lines)
+
+
+def quote_review_text(payload: dict, missing: list[dict], status_note: str | None = None) -> str:
+    lines = ["🧾 پیش‌نویس استعلام:"]
+    if status_note:
+        lines.append(status_note)
+    sup = payload.get("supplier_name") or "—"
+    if payload.get("supplier_id"):
+        sup_label = f"{esc(sup)} ✅"
+    elif payload.get("supplier_name"):
+        sup_label = f"{esc(sup)} ✨ (تأمین‌کننده جدید)"
+    else:
+        sup_label = "—"
+    lines.append(f"تأمین‌کننده: {sup_label}")
+    proj_names = payload.get("project_names") or ([payload["project_name"]] if payload.get("project_name") else [])
+    if proj_names:
+        lines.append(f"پروژه(ها): {esc('، '.join(proj_names))}")
+    lines.append(f"نوع: {'رسمی' if payload.get('is_official', True) else 'برآوردی'}")
+    if payload.get("expiry_date"):
+        lines.append(f"اعتبار تا: {fa_date(payload['expiry_date'])}")
+
+    items = payload.get("items") or []
+    if items:
+        lines.append("\n📦 اقلام:")
+        for i, it in enumerate(items, start=1):
+            name = it.get('material_name') or '?'
+            if it.get('brand_name'):
+                name += f" ({it['brand_name']})"
+            parts = [f"{i}. {esc(name)}"]
+            if it.get('specs'):
+                parts.append(esc("، ".join(it['specs'])))
+            if it.get("quantity"):
+                parts.append(f"مقدار {esc(it['quantity'])}")
+            unit = it.get("unit_name") or ("(واحد کالا)" if it.get("unit_id") else None)
+            if unit:
+                parts.append(str(unit))
+            if it.get("unit_price"):
+                parts.append(f"قیمت {esc(it['unit_price'])}")
+            if not it.get("material_id"):
+                parts.append("✨ کالای جدید")
+            lines.append(" — ".join(str(p) for p in parts))
+    else:
+        lines.append("\nاقلام: هنوز چیزی ثبت نشده ❌")
+
+    sheets = payload.get("termsheets") or []
+    if sheets:
+        ts_parts = []
+        for t in sheets:
+            lbl = esc(t.get('label'))
+            if t.get("milestones"):
+                steps_txt = " + ".join(f"{fa_date(m.get('due_date'))}: {esc(m.get('amount'))}" for m in t["milestones"] if m.get("amount"))
+                if steps_txt:
+                    lbl += f" [{steps_txt}]"
+            elif t.get("discount_value"):
+                lbl += f" (تخفیف {esc(t.get('discount_value'))})"
+            ts_parts.append(lbl)
+        lines.append("\n💳 شرایط پرداخت: " + "؛ ".join(ts_parts))
+    if payload.get("notes"):
+        lines.append(f"یادداشت: {esc(payload['notes'])}")
+
+    lines.append("\n📋 وضعیت فیلدها:")
+    lines.append(missing_block(missing))
+    lines.append("\nبا پیام بعدی می‌توانی چیزهای خالی را تکمیل کنی، یا با دکمه‌ها ثبت/لغو کنی.")
+    return "\n".join(lines)
+
+
+def supplier_review_text(payload: dict, missing: list[dict]) -> str:
+    lines = ["🏢 <b>پیش‌نویس تأمین‌کننده جدید</b>", f"نام: <b>{esc(payload.get('name'))}</b>"]
+    lines.append(f"دسته: {esc(payload.get('category_name'))}")
+    if payload.get("phone"):
+        lines.append(f"تلفن: {esc(payload['phone'])}")
+    if payload.get("location"):
+        lines.append(f"موقعیت: {esc(payload['location'])}")
+    if payload.get("contact_person"):
+        lines.append(f"رابط: {esc(payload['contact_person'])}")
+    lines.append("\n<b>وضعیت فیلدها:</b>")
+    lines.append(missing_block(missing))
+    return "\n".join(lines)
+
+
+def material_review_text(payload: dict, missing: list[dict]) -> str:
+    lines = ["📦 <b>پیش‌نویس کالای جدید</b>", f"نام: <b>{esc(payload.get('name'))}</b>"]
+    lines.append(f"واحد اصلی: {esc(payload.get('unit_name'))}")
+    if payload.get("topic"):
+        lines.append(f"تاپیک: {esc(payload['topic'])}")
+    lines.append("\n<b>وضعیت فیلدها:</b>")
+    lines.append(missing_block(missing))
+    return "\n".join(lines)
+
+
+def quote_committed_report(created: dict, payload: dict, remaining: list[str]) -> str:
+    lines = [f"✅ <b>ثبت شد</b> — استعلام #{esc(created.get('id'))}"]
+    sup = (created.get("supplier") or {}).get("name") or payload.get("supplier_name")
+    if sup:
+        lines.append(f"تأمین‌کننده: {esc(sup)}")
+    items = created.get("line_items") or []
+    if items:
+        lines.append(f"اقلام: {len(items)}")
+    sheets = created.get("termsheets") or []
+    if sheets:
+        lines.append(f"شرایط پرداخت: {len(sheets)}")
+    if payload.get("project_id"):
+        lines.append("پروژه: پیوست شد")
+    if remaining:
+        lines.append("\n<b>خالی مانده‌ها (بعداً می‌توانی در برنامه تکمیل کنی):</b>")
+        lines += [f"⚠️ {esc(r)}" for r in remaining]
+    lines.append("\nمرحله بعد: وقتی تصمیم گرفتی، بگو «استعلام را قبول کن» تا پذیرش را با هم انجام دهیم.")
+    return "\n".join(lines)
+
+
+def supplier_committed_report(created: dict) -> str:
+    return (
+        f"✅ <b>تأمین‌کننده ثبت شد</b> — {esc(created.get('name'))}\n"
+        f"دسته: {esc((created.get('category') or {}).get('name'))}"
+    )
+
+
+def material_committed_report(created: dict) -> str:
+    return f"✅ <b>کالا ثبت شد</b> — {esc(created.get('name'))}"
+
+
+def quote_line(quote: dict) -> str:
+    sup = (quote.get("supplier") or {}).get("name") or quote.get("supplier_id") or "—"
+    items = quote.get("line_items") or []
+    item_names = []
+    for it in items:
+        mat = (it.get("material") or {}).get("name")
+        if mat:
+            qty = it.get("quantity")
+            item_names.append(f"{mat} ({qty})" if qty else mat)
+    tail = f" — {'، '.join(item_names[:3])}" + ("…" if len(item_names) > 3 else "") if item_names else ""
+    return (
+        f"#{str(quote.get('id'))[:8]} — {esc(sup)} — {STATUS_FA.get(quote.get('status'), quote.get('status'))} — "
+        f"{fa_date(quote.get('quote_date'))}{tail}"
+    )
+
+
+def status_report(kind: str, quotes: list[dict], extra_note: str | None = None) -> str:
+    titles = {
+        "pending": "🔵 استعلام‌های در انتظار بررسی",
+        "accepted": "🟢 پذیرفته‌شده (در انتظار تحویل)",
+        "arrived": "✅ رسیده",
+        "expiring": "⏳ به‌زودی منقضی می‌شوند (۷ روز آینده)",
+        "recent": "🕘 آخرین استعلام‌ها",
+    }
+    if not quotes:
+        return f"{titles.get(kind, 'نتیجه‌ای')}\nموردی نیست."
+    lines = [titles.get(kind, "استعلام‌ها")]
+    if extra_note:
+        lines.append(extra_note)
+    lines += [f"• {quote_line(q)}" for q in quotes[:10]]
+    return "\n".join(lines)

ai procurement/docs/SETUP.md

@@ -0,0 +1,172 @@
+# Setup & Operations Guide
+
+A Bale messenger bot that turns Persian **chat messages and voice notes** into
+procurement actions in the ERP. It works **draft-first**: it captures what it
+understood, tells you exactly **what it did** and **what is still empty**, and
+**commits only after you approve** with a ✅ button.
+
+Bale's Bot API is a Telegram-compatible clone hosted at `tapi.bale.ai`, so the
+bot uses the familiar `getUpdates` long-polling — **no public port, no webhook,
+no TLS setup**.
+
+---
+
+## What it can do (v1)
+
+| Activity | Example (voice or text) | Committed via |
+|---|---|---|
+| Register a supplier quote | «سازان نو برای پروژه برج آسمان ۵۰۰ کیلو میلگرد A3 سایز ۱۴، هر کیلو ۴۵ تومن، پرداخت ۳ فاز» | `POST /quotes` (nested create) |
+| Add a supplier | «تأمین‌کننده جدید پروفیل بر، دسته لوله و اتصالات، تلفن ۰۹۱۲…» | `POST /suppliers` |
+| Add a material | «کالای جدید میلگرد A3 سایز ۱۸ با واحد کیلوگرم» | `POST /materials` |
+| Status queries | «استعلام‌های در انتظار؟» / «کدام‌ها به‌زودی منقضی می‌شوند؟» | `GET /quotes?…` |
+| Accept a quote | «استعلام سازان نو را قبول کن» | `PATCH /quotes/{id}/accept` |
+| Announce a delivery | «اقلام سازان نو رسید، ۵۰۰ و ۲۰۰» | `PATCH /quotes/{id}/arrive-items` |
+
+### The draft → approve loop (the core idea)
+
+1. You send a message (or voice note). The bot converts voice to text
+   (STT) and extracts an **intent + entities** (LLM).
+2. Names are fuzzy-matched against the ERP (supplier / material / unit /
+   project). Multiple candidates → inline **pick buttons**; no match → it is
+   listed as missing.
+3. The bot replies with a **review card**: everything it captured, plus a
+   ✅/⚠️/❌ **list of what is still empty** («یادآوری چیزهای خالی»).
+4. You keep chatting to refine («قیمت میلگرد ۴۷ شد», «پروژه برج آسمان») — the
+   open draft is updated and re-rendered.
+5. **Nothing is written to the ERP until you tap ✅ ثبت نهایی.** Partial
+   commits are possible («ثبت فقط اقلام مشخص») because the API deliberately
+   tolerates incomplete quotes. After commit you get the created quote id and
+   the list of fields that were left empty.
+
+### Team access & attribution
+
+- Every user links their Bale chat to their ERP account once: `/start` →
+  Casdoor **username** → **password** (validated through the real
+  `POST /auth/login`; the password is used once and never stored).
+- Mutating API calls carry `X-Actor-Id: <users.id>` so `quote_events.actor`
+  records the **human** who asked, not the bot. (The bot's container talks to
+  the api in-network: `http://api:8000/api/v1`.)
+- `BALE_ADMIN_CHAT_IDS` may list chat ids that bypass linking.
+
+### Commands
+
+`/start` · `/help` · `/drafts` (open drafts) · `/cancel` (abort draft/flow) ·
+`/whoami` · `/unlink`
+
+---
+
+## Setup
+
+1. **Create the bot** in Bale's BotFather and copy the token.
+2. **Configure an AI provider** — any OpenAI-compatible endpoint works for
+   both STT (`POST {base}/audio/transcriptions`, Persian) and the LLM
+   (`POST {base}/chat/completions`, JSON mode). Examples: OpenAI `whisper-1`
+   + `gpt-4o-mini`, or any proxy/provider you already use.
+3. **Compose** (dev):
+
+   ```powershell
+   # env passed at compose level (or a .env next to docker-compose.yml)
+   $env:BALE_BOT_TOKEN = "<token>"
+   $env:AI_BASE_URL    = "https://api.openai.com/v1"
+   $env:AI_API_KEY     = "<key>"
+
+   docker compose up -d --build bot
+   docker compose logs -f bot
+   ```
+
+   For Coolify (`docker-compose.coolify.yml`) set the same variables as
+   service-level env vars; the bot container needs no domain/labels.
+
+### Environment variables (prefix `PROCUREMENT_BOT_`)
+
+| Variable | Default | Purpose |
+|---|---|---|
+| `BOT_TOKEN` | — (required) | token from Bale's BotFather |
+| `BALE_API_BASE` | `https://tapi.bale.ai` | Bot API base (overridable for tests) |
+| `API_BASE_URL` | `http://localhost:8000/api/v1` | ERP api (in Docker: `http://api:8000/api/v1`) |
+| `DATABASE_URL` | same postgres as the api | bot's own tables (`bot_*`) |
+| `AI_BASE_URL` / `AI_API_KEY` | — | OpenAI-compatible STT+LLM provider |
+| `STT_MODEL` / `LLM_MODEL` | `whisper-1` / `gpt-4o-mini` | model names at the provider |
+| `ADMIN_CHAT_IDS` | — | comma-separated Bale chat ids allowed without linking |
+| `SERVICE_TOKEN` | — | optional bearer for the day procurement endpoints enforce auth |
+| `DRAFT_TTL_HOURS` | `24` | drafts older than this are marked expired |
+
+In compose these are fed from `BALE_BOT_TOKEN`, `BALE_API_BASE`, `AI_BASE_URL`,
+`AI_API_KEY`, `AI_STT_MODEL`, `AI_LLM_MODEL`, `BALE_ADMIN_CHAT_IDS`,
+`BALE_SERVICE_TOKEN`.
+
+---
+
+## How it's built
+
+```
+bot/
+├── Dockerfile                  python:3.13-slim + ffmpeg (voice conversion)
+├── app/
+│   ├── main.py                 ensure tables → sweeper task → poll loop
+│   ├── config.py               pydantic-settings, PROCUREMENT_BOT_ prefix
+│   ├── bale/client.py          getUpdates/sendMessage/edit/callbacks/getFile+download
+│   ├── api/client.py           ERP /api/v1 client (X-Actor-Id attribution)
+│   ├── stt.py                  ffmpeg (OGG/Opus → MP3) → /audio/transcriptions
+│   ├── nlu.py                  Persian intent+entity extraction (JSON mode)
+│   ├── resolve.py              fuzzy name→id matching (difflib + ilike search)
+│   ├── drafts.py               draft store + QuoteCreate payload builder + missing-field logic
+│   ├── keyboards.py            inline keyboards (callback_data ≤ 64 B op-codes)
+│   ├── texts.py                Persian message templates
+│   ├── runtime.py              context, link store, in-memory pending flows
+│   ├── models.py / db_init.py  bot_links / bot_drafts / bot_messages / bot_meta (idempotent DDL)
+│   └── handlers/               dispatch, commands, callbacks, links,
+│                               quote, supplier, material, queries, decisions
+└── tools/smoke_test.py         offline end-to-end harness (fake Bale/ERP/AI, in-memory store)
+```
+
+Design notes:
+
+- **Draft state lives in postgres** (`bot_drafts.payload` JSONB in the shape of
+  the eventual API request), so drafts survive bot restarts; short-lived
+  interactions (linking, quote picking, accept/arrive confirmations) are
+  in-memory with a 30-minute TTL.
+- **Callback grammar** fits Bale's 64-byte `callback_data`:
+  `q:ok:{draft8}` (commit), `pk:{draft8}:{field}:{idx}` (pick candidate),
+  `ac:ts:{i}` (choose payment terms), `ar:full` / `ar:ok` (delivery)…
+- **Persian handling**: Persian/Arabic digits are normalized before parsing;
+  fuzzy matching folds ZWNJ and Arabic ya/ka; all user-facing text is Persian.
+- **Voice notes** arrive as OGG/Opus; ffmpeg converts to mono 16 kHz MP3
+  before hitting the STT endpoint (accepted by essentially all providers).
+- The **accept flow echoes the termsheet's existing `schedule_steps`** back to
+  `PATCH /quotes/{id}/accept` (the API replaces steps with what you send, so
+  the bot must send the current ones).
+
+### Attribution tweak in the api (backward compatible)
+
+`backend/app/utils/security.py::get_actor` now prefers an `X-Actor-Id` header
+over the raw bearer token when attributing `quote_events.actor`. Requests
+without that header behave exactly as before.
+
+---
+
+## Testing
+
+Offline harness (no Bale token, no DB, no AI key — stubs everything and drives
+the real handler pipeline with fake updates):
+
+```powershell
+docker compose run --rm bot python tools/smoke_test.py
+# or, with the requirements installed locally:
+cd bot && python tools/smoke_test.py
+```
+
+Covers: linking, voice→draft, ambiguous-material pick buttons, unit fallback,
+draft refinement, commit payload shape (temp_id cross-references), supplier /
+material commits, status digest, accept payload (steps echoed, per-item price),
+arrival quantities («۵۰۰ و ۲۰۰»), cancel and unknown-intent handling.
+
+## Troubleshooting
+
+| Symptom | Likely cause |
+|---|---|
+| Bot silent | wrong `BALE_BOT_TOKEN`; check `docker compose logs bot` |
+| «پردازش هوشمند تنظیم نشده است» | `AI_BASE_URL` / `AI_API_KEY` missing |
+| Voice → «نتوانستم پیام صوتی را تبدیل کنم» | provider rejected the model name (`STT_MODEL`) or key |
+| «ERP API unreachable» | api container not up / wrong `API_BASE_URL` |
+| Draft disappears | TTL expiry (`DRAFT_TTL_HOURS`) or someone pressed ❌ / `/cancel` |

ai procurement/integration/README.md

@@ -0,0 +1,44 @@
+# ERP integration pack
+
+The agent is a **standalone container** — it talks to the ERP exclusively over
+HTTP and keeps its own state in its own `bot_*` tables. Integrating it into the
+[ERP stack](https://git.bennu-api-bahrestan.ir/ali_mohaghegh/ERP) needs exactly
+two things:
+
+## 1. Compose service
+
+Add [`erp-compose-service.yml`](erp-compose-service.yml) to the ERP's
+`docker-compose.yml` (and the Coolify variant). The bot long-polls Bale, so it
+needs **no ports, no webhook, no TLS** — it joins the compose `default` network
+and reaches `http://api:8000/api/v1` in-network.
+
+Credentials/env are passed at compose level from a `.env` next to the compose
+file: `BALE_BOT_TOKEN`, `AI_BASE_URL`, `AI_API_KEY`, `AI_LLM_MODEL`
+(see [`../.env.example`](../.env.example) for the full list).
+
+> If your stack is started with multiple `-f` files (e.g. a prod_v2 checkout +
+> port-remap override), keep using the same chain — the `bot` service merges in
+> like any other service and the override's host-port remaps don't affect it.
+
+## 2. Per-user attribution in the API
+
+Apply [`x-actor-id.patch`](x-actor-id.patch) — a ~6-line, fully
+backward-compatible change to `backend/app/utils/security.py`:
+
+- before: `get_actor` returns the raw `Authorization: Bearer …` string and
+  `quote_events.actor` stores the bot's token;
+- after: an `X-Actor-Id: <users.id>` header (sent by the bot for every mutating
+  call, carrying the **linked ERP user's id**) takes precedence, so the audit
+  trail records the human who asked, not the bot.
+
+Requests without the header behave exactly as before.
+
+## What the agent does NOT touch
+
+- No ERP code is imported by the bot (HTTP-only, own postgres tables
+  `bot_links` / `bot_drafts` / `bot_messages` / `bot_meta`, created idempotently
+  at startup with `CREATE TABLE IF NOT EXISTS`).
+- No Alembic migration needed — the bot owns its schema.
+- The ERP's data model stays untouched; committed drafts flow through the
+  ordinary public endpoints (`POST /quotes`, `PATCH /quotes/{id}/accept`,
+  `PATCH /quotes/{id}/arrive-items`, `POST /suppliers`, `POST /materials`).

ai procurement/integration/erp-compose-service.yml

@@ -0,0 +1,39 @@
+# ==========================================================================
+# Add this service to the ERP stack's docker-compose.yml (and mirror it in
+# docker-compose.coolify.yml with `container_name: procurement-bot`).
+#
+# It expects THIS repository checked out (or vendored) next to the ERP repo
+# as `./bot` — either `git clone … bot` inside the ERP checkout, or change
+# `context:` to an absolute/relative path to this repo.
+#
+# In-container URLs are unaffected by host port remaps (postgres/api are
+# reached over the compose network, not host ports).
+# ==========================================================================
+services:
+  bot:
+    build:
+      context: ./bot           # ← path to this repository
+      dockerfile: Dockerfile
+    container_name: procurement-bot
+
+    environment:
+      PROCUREMENT_BOT_BOT_TOKEN: ${BALE_BOT_TOKEN:-}
+      PROCUREMENT_BOT_BALE_API_BASE: ${BALE_API_BASE:-https://tapi.bale.ai}
+      PROCUREMENT_BOT_API_BASE_URL: http://api:8000/api/v1
+      PROCUREMENT_BOT_DATABASE_URL: postgresql+asyncpg://postgres:postgres@postgres:5432/procurement
+      PROCUREMENT_BOT_AI_BASE_URL: ${AI_BASE_URL:-}
+      PROCUREMENT_BOT_AI_API_KEY: ${AI_API_KEY:-}
+      PROCUREMENT_BOT_STT_MODEL: ${AI_STT_MODEL:-whisper-1}
+      PROCUREMENT_BOT_STT_BASE_URL: ${AI_STT_BASE_URL:-}
+      PROCUREMENT_BOT_STT_API_KEY: ${AI_STT_API_KEY:-}
+      PROCUREMENT_BOT_LLM_MODEL: ${AI_LLM_MODEL:-gpt-4o-mini}
+      PROCUREMENT_BOT_ADMIN_CHAT_IDS: ${BALE_ADMIN_CHAT_IDS:-}
+      PROCUREMENT_BOT_SERVICE_TOKEN: ${BALE_SERVICE_TOKEN:-}
+
+    depends_on:
+      postgres:
+        condition: service_healthy
+      api:
+        condition: service_started
+
+    restart: unless-stopped

ai procurement/integration/x-actor-id.patch

@@ -0,0 +1,18 @@
+diff --git a/backend/app/utils/security.py b/backend/app/utils/security.py
+index a78c1cb..75e7349 100644
+--- a/backend/app/utils/security.py
++++ b/backend/app/utils/security.py
+@@ -7,7 +7,13 @@ def get_actor(request: Request) -> str | None:
+ 
+     This is the reserved placeholder from the contract — no authentication
+     or authorization is enforced yet.
++
++    Services acting on behalf of a user (the Bale bot) pass ``X-Actor-Id``
++    (users.id); it wins over the raw token so the audit trail shows the human.
+     """
++    actor_id = request.headers.get("X-Actor-Id")
++    if actor_id:
++        return actor_id.strip()
+     auth = request.headers.get("Authorization")
+     if auth and auth.lower().startswith("bearer "):
+         return auth[7:].strip() or None

ai procurement/requirements.txt

@@ -0,0 +1,5 @@
+httpx>=0.27.0
+sqlalchemy[asyncio]>=2.0.30
+asyncpg>=0.29.0
+pydantic>=2.7.0
+pydantic-settings>=2.2.0

ai procurement/tools/smoke_test.py

@@ -0,0 +1,448 @@
+"""Offline smoke test for the Bale bot — no Bale network, no postgres, no AI keys.
+
+It stubs the Bale client, the ERP API client, STT and the NLU module, replaces
+the draft store with an in-memory fake, then drives the real handler pipeline
+end-to-end through fake updates (text, voice, inline-button callbacks).
+
+Run inside the bot container (or anywhere the requirements are installed):
+
+    python tools/smoke_test.py
+
+Exit code 0 = all checks passed.
+"""
+import asyncio
+import os
+import sys
+import types
+from pathlib import Path
+
+sys.path.insert(0, str(Path(__file__).resolve().parents[1]))
+
+# asyncpg is only needed when a real connection opens; stub it so app.db imports.
+try:
+    import asyncpg  # noqa: F401
+except ImportError:
+    sys.modules.setdefault("asyncpg", types.ModuleType("asyncpg"))
+
+CHAT = 100200300
+
+_passed = _failed = 0
+
+
+def check(name: str, ok: bool, detail: str = "") -> None:
+    global _passed, _failed
+    ok = bool(ok)
+    mark = "PASS" if ok else "FAIL"
+    print(f"[{mark}] {name}" + (f" — {detail}" if detail and not ok else ""))
+    _passed += ok
+    _failed += (not ok)
+
+
+# ---------------------------------------------------------------------------
+# fakes
+# ---------------------------------------------------------------------------
+
+class FakeBale:
+    def __init__(self):
+        self.sent: list[dict] = []
+        self.edited: list[dict] = []
+        self.answered: list[str] = []
+        self._mid = 0
+
+    async def send_message(self, chat_id, text, reply_markup=None, reply_to=None):
+        self._mid += 1
+        self.sent.append({"chat_id": chat_id, "text": text, "reply_markup": reply_markup})
+        return {"message_id": self._mid, "chat": {"id": chat_id}}
+
+    async def edit_message_text(self, chat_id, message_id, text, reply_markup=None):
+        self.edited.append({"chat_id": chat_id, "message_id": message_id, "text": text,
+                            "reply_markup": reply_markup})
+        return {"message_id": message_id}
+
+    async def answer_callback_query(self, callback_query_id, text=None):
+        self.answered.append(callback_query_id)
+
+    async def send_chat_action(self, chat_id, action="typing"):
+        pass
+
+    async def download_file(self, file_id):
+        return b"fake-ogg-bytes"
+
+    def last_text(self) -> str:
+        return self.sent[-1]["text"] if self.sent else ""
+
+    def last_markup(self) -> dict | None:
+        return self.sent[-1]["reply_markup"] if self.sent else None
+
+
+class FakeApi:
+    """Canned ERP responses + captured mutation payloads."""
+
+    def __init__(self):
+        self.created_quotes: list[dict] = []
+        self.created_suppliers: list[dict] = []
+        self.created_materials: list[dict] = []
+        self.accept_payloads: list[dict] = []
+        self.arrive_payloads: list[dict] = []
+        self.login_calls: list[dict] = []
+
+    async def login(self, username, password):
+        self.login_calls.append({"username": username, "password": password})
+        if username == "mohaghegh" and password == "secret":
+            return {"access_token": "jwt", "user": {"id": "user-1", "first_name": "علی",
+                                                    "last_name": "محقق", "role": "procurement_manager"}}
+        raise RuntimeError("invalid credentials")
+
+    async def list_suppliers(self, q=None, page_size=20):
+        return [{"id": "sup-1", "name": "سازان نو", "category_id": "cat-2"}]
+
+    async def create_supplier(self, payload, actor_id=None):
+        self.created_suppliers.append(payload)
+        return {"id": "sup-new", "name": payload["name"],
+                "category": {"id": payload["category_id"], "name": "لوله و اتصالات"}}
+
+    async def list_materials(self, q=None, page_size=20):
+        return [
+            {"id": "mat-1", "name": "میلگرد A3 سایز ۱۴", "canonical_unit_id": 3},
+            {"id": "mat-2", "name": "میلگرد A3 سایز ۱۶", "canonical_unit_id": 3},
+            {"id": "mat-3", "name": "شیر فلکه چهارطرفه", "canonical_unit_id": 2},
+        ]
+
+    async def create_material(self, payload, actor_id=None):
+        self.created_materials.append(payload)
+        return {"id": "mat-new", "name": payload["name"]}
+
+    async def list_units(self, q=None, page_size=100):
+        return [{"id": 2, "code": "adad", "name_fa": "عدد"},
+                {"id": 3, "code": "kg", "name_fa": "کیلوگرم"}]
+
+    async def list_projects(self, page_size=100):
+        return [{"id": "prj-1", "name": "برج آسمان"}]
+
+    async def list_categories(self, page_size=100):
+        return [{"id": "cat-1", "name": "تأسیسات مکانیکی و آبی"},
+                {"id": "cat-2", "name": "لوله و اتصالات"}]
+
+    def _expanded(self, quote_id, status):
+        """Realistic GET /quotes?expand=line_items,termsheets,supplier shape."""
+        return {
+            "id": quote_id, "supplier": {"name": "سازان نو"}, "project_id": None, "status": status,
+            "quote_date": "2026-09-10T00:00:00Z", "expiry_date": "2026-09-20",
+            "line_items": [
+                {"id": "li-1", "material": {"name": "میلگرد A3 سایز ۱۴"}, "unit": {"name_fa": "کیلوگرم"},
+                 "quantity": 500, "unit_price": 45000, "projects": [],
+                 "decision": {"status": "chosen"} if status == "accepted" else None, "receipt": None},
+                {"id": "li-2", "material": {"name": "شیر فلکه چهارطرفه"}, "unit": {"name_fa": "عدد"},
+                 "quantity": 200, "unit_price": 90000, "projects": [],
+                 "decision": {"status": "chosen"} if status == "accepted" else None, "receipt": None},
+            ],
+            "termsheets": [{"id": "ts-1", "label": "۳ فاز", "discount_type": "none", "discount_value": 0,
+                            "schedule_steps": [{"step_no": 1, "due_date": "2026-10-01", "amount": 1000}]}],
+        }
+
+    async def list_quotes(self, *, status=None, q=None, expand=None, sort=None, page=1, page_size=10):
+        if status == "offered":
+            return [self._expanded("q-aaaa1111", "offered")], {"total": 1}
+        if status == "accepted":
+            return [self._expanded("q-bbbb2222", "accepted")], {"total": 1}
+        return [], {"total": 0}
+
+    async def get_quote(self, quote_id, expand=None, actor_id=None):
+        return self._expanded(quote_id, "accepted" if quote_id.startswith("q-bbbb") else "offered")
+
+    async def create_quote(self, payload, actor_id=None):
+        self.created_quotes.append(payload)
+        return {"id": "q-new", "supplier": {"name": "سازان نو"},
+                "line_items": payload.get("line_items") or [],
+                "termsheets": payload.get("termsheets") or []}
+
+    async def accept_quote(self, quote_id, payload, actor_id=None):
+        self.accept_payloads.append({"quote_id": quote_id, "payload": payload})
+        return {"id": quote_id, "status": "accepted", "line_items": [{"id": "li-1", "decision": {}}]}
+
+    async def arrive_items(self, quote_id, payload, actor_id=None):
+        self.arrive_payloads.append({"quote_id": quote_id, "payload": payload})
+        return {"id": quote_id, "status": "arrived",
+                "items": [{"line_item_id": it["line_item_id"], "received_qty": float(it["received_qty"])}
+                          for it in payload["items"]]}
+
+
+# ---------------------------------------------------------------------------
+# in-memory draft store + link store
+# ---------------------------------------------------------------------------
+
+MEM: dict = {"drafts": {}, "links": {}}
+
+
+def _install_fake_stores() -> None:
+    import uuid as _uuid
+
+    import app.drafts as drafts
+    import app.runtime as runtime
+
+    async def create(chat_id, kind, payload, source=None):
+        draft_id = _uuid.uuid4()
+        draft = types.SimpleNamespace(id=str(draft_id), chat_id=chat_id, kind=kind, payload=payload,
+                                      missing=None, status="active", source=source,
+                                      review_message_id=None)
+        MEM["drafts"][str(draft_id)] = draft
+        return draft
+
+    async def get_active(chat_id, kind=None):
+        found = [d for d in MEM["drafts"].values()
+                 if d.chat_id == chat_id and d.status == "active" and (kind is None or d.kind == kind)]
+        return max(found, key=lambda d: d.id) if found else None
+
+    async def get_by_prefix(prefix, chat_id=None):
+        for draft in MEM["drafts"].values():
+            if draft.id.startswith(prefix) and (chat_id is None or draft.chat_id == chat_id):
+                return draft
+        return None
+
+    async def save_payload(draft, missing=None, review_message_id=None):
+        draft.missing = missing
+        if review_message_id:
+            draft.review_message_id = review_message_id
+
+    async def set_status(draft_id, status):
+        if draft_id in MEM["drafts"]:
+            MEM["drafts"][draft_id].status = status
+
+    async def expire_stale(ttl_hours):
+        return 0
+
+    drafts.create, drafts.get_active, drafts.get_by_prefix = create, get_active, get_by_prefix
+    drafts.save_payload, drafts.set_status, drafts.expire_stale = save_payload, set_status, expire_stale
+
+    async def link_get(self, chat_id):
+        return MEM["links"].get(chat_id)
+
+    async def link_upsert(self, chat_id, user_id, username, display_name, role):
+        MEM["links"][chat_id] = types.SimpleNamespace(chat_id=chat_id, user_id=user_id,
+                                                      casdoor_username=username,
+                                                      display_name=display_name, role=role)
+        return MEM["links"][chat_id]
+
+    async def link_delete(self, chat_id):
+        return MEM["links"].pop(chat_id, None) is not None
+
+    runtime.LinkStore.get, runtime.LinkStore.upsert, runtime.LinkStore.delete = link_get, link_upsert, link_delete
+
+
+async def fake_log(self, chat_id, direction, kind, body=None):
+    pass
+
+
+NLU_QUEUE: list[dict] = []
+
+
+async def fake_understand(settings, text, draft_summary=None):
+    return NLU_QUEUE.pop(0) if NLU_QUEUE else {"intent": "unknown", "patch": {}, "confidence": 0}
+
+
+async def fake_transcribe(settings, audio, mime_type=None, filename=None):
+    return ("سازان نو برای پروژه برج آسمان ۵۰۰ کیلو میلگرد A3 سایز ۱۴ هر کیلو ۴۵ هزار تومن "
+            "پرداخت سه فاز")
+
+
+# ---------------------------------------------------------------------------
+# driver
+# ---------------------------------------------------------------------------
+
+def build_ctx():
+    import app.handlers as H
+    from app.resolve import Resolver
+    from app.runtime import BotContext
+
+    bale, api = FakeBale(), FakeApi()
+    ctx = BotContext(bale, api)
+    ctx.bale = bale
+    ctx.api = api
+    ctx.resolver = Resolver(api)
+    ctx._log = types.MethodType(fake_log, ctx)
+    H.understand = fake_understand
+    H.transcribe = fake_transcribe
+    return ctx, bale, api
+
+
+def text_update(update_id, text):
+    return {"update_id": update_id, "message": {"chat": {"id": CHAT}, "text": text, "from": {"id": CHAT}}}
+
+
+def voice_update(update_id):
+    return {"update_id": update_id,
+            "message": {"chat": {"id": CHAT}, "voice": {"file_id": "v1", "mime_type": "audio/ogg", "duration": 6}}}
+
+
+def callback_update(update_id, data):
+    return {"update_id": update_id, "callback_query": {"id": f"cb{update_id}", "data": data,
+                                                       "message": {"chat": {"id": CHAT}}}}
+
+
+async def main() -> int:
+    _install_fake_stores()
+    from app.drafts import build_quote_request, compute_quote_missing, merge_quote_patch, new_quote_payload
+    import app.handlers as H
+    from app.nlu import _extract_json, normalize_digits
+
+    # ---- pure logic -------------------------------------------------------
+    check("digits: ۵۰۰→500", normalize_digits("۵۰۰ کیلو") == "500 کیلو")
+    check("json extract: fenced", (_extract_json('```json\n{"a": 1}\n```') or {}) == {"a": 1})
+
+    payload = new_quote_payload()
+    merge_quote_patch(payload, {
+        "supplier_name": "سازان نو",
+        "items": [{"material_name": "میلگرد A3", "quantity": 500, "unit_price": 45000}],
+        "payment_terms": [{"label": "۳ فاز"}],
+    })
+    merge_quote_patch(payload, {"items": [{"material_name": "میلگرد A3", "quantity": 600}]})
+    check("merge: no dup item", len(payload["items"]) == 1)
+    check("merge: qty updated", payload["items"][0]["quantity"] == 600)
+    check("merge: terms added", payload["termsheets"][0]["label"] == "۳ فاز")
+    missing = compute_quote_missing(payload)
+    check("missing: supplier empty", any(m["key"] == "supplier" and not m["ok"] for m in missing))
+    body, problems = build_quote_request(payload)
+    check("build: blocked without supplier", body is None)
+
+    # ---- pipeline: linking gate -------------------------------------------
+    ctx, bale, api = build_ctx()
+    await H.handle_update(ctx, text_update(1, "سلام"))
+    check("gate: unlinked asked username", "نام کاربری" in bale.last_text())
+
+    await H.handle_update(ctx, text_update(2, "mohaghegh"))
+    await H.handle_update(ctx, text_update(3, "secret"))
+    check("link: login called", api.login_calls and api.login_calls[0]["username"] == "mohaghegh")
+    check("link: linked greeting", "اتصال انجام شد" in bale.last_text())
+
+    # ---- voice → draft quote ----------------------------------------------
+    NLU_QUEUE.append({"intent": "register_quote", "confidence": 0.9, "patch": {
+        "supplier_name": "سازان نو", "project_name": "برج آسمان",
+        "items": [{"material_name": "میلگرد", "quantity": 500, "unit_name": "کیلوگرم",
+                   "unit_price": 45000}],
+        "payment_terms": [{"label": "۳ فاز", "description": "سه قسط"}],
+    }})
+    await H.handle_update(ctx, voice_update(4))
+    draft = await _active("quote")
+    check("voice: draft created", draft is not None)
+    check("voice: supplier resolved", draft.payload.get("supplier_id") == "sup-1")
+    check("voice: project resolved", draft.payload.get("project_id") == "prj-1")
+    item = (draft.payload.get("items") or [{}])[0]
+    check("voice: material ambiguous → pick buttons", "mat1" in (draft.payload.get("options") or {}))
+    check("voice: review shows missing list", "وضعیت فیلدها" in bale.last_text())
+    check("voice: review mentions unit", "کیلوگرم" in bale.last_text())
+
+    # pick the material via inline button
+    markup = bale.last_markup() or {}
+    pick_data = _first_callback(markup, "pk:")
+    check("voice: pick callback present", pick_data is not None and ":mat1:0" in pick_data)
+    await H.handle_update(ctx, callback_update(5, pick_data))
+    item = (draft.payload.get("items") or [{}])[0]
+    check("pick: material resolved", item.get("material_id") == "mat-1")
+    check("pick: unit resolved from spoken name", str(item.get("unit_id")) == "3" and item.get("unit_explicit") is True)
+
+    # refine price via follow-up text
+    NLU_QUEUE.append({"intent": "update_draft", "confidence": 0.8, "patch": {
+        "items": [{"material_name": "میلگرد", "unit_price": 47000}]}})
+    await H.handle_update(ctx, text_update(6, "قیمت میلگرد ۴۷ شد"))
+    draft = await _active("quote")
+    check("refine: price updated", (draft.payload["items"][0]["unit_price"]) == 47000)
+
+    # commit via ✅
+    await H.handle_update(ctx, callback_update(7, f"q:ok:{draft.id[:8]}"))
+    check("commit: quote posted", len(api.created_quotes) == 1)
+    body = api.created_quotes[0]
+    check("commit: supplier id", body.get("supplier_id") == "sup-1")
+    check("commit: line item temp/refs", body["line_items"][0]["temp_id"] == "t1"
+          and body["item_termsheets"][0]["line_item_temp_id"] == "t1")
+    check("commit: price linked", body["item_termsheets"][0]["unit_price"] == 47000)
+    check("commit: termsheet carried", body["termsheets"][0]["label"] == "۳ فاز")
+    check("commit: report sent", "ثبت شد" in bale.last_text())
+    check("commit: draft committed", (await _active("quote")) is None)
+
+    # ---- add supplier ------------------------------------------------------
+    NLU_QUEUE.append({"intent": "add_supplier", "confidence": 0.9, "patch": {
+        "supplier": {"name": "پروفیل بر", "category_name": "لوله و اتصالات", "phone": "0912"}}})
+    await H.handle_update(ctx, text_update(8, "تأمین‌کننده جدید پروفیل بر دسته لوله و اتصالات تلفن 0912"))
+    draft = await _active("supplier")
+    check("supplier: draft created", draft is not None)
+    check("supplier: category resolved", draft.payload.get("category_id") == "cat-2")
+    await H.handle_update(ctx, callback_update(9, f"s:ok:{draft.id[:8]}"))
+    check("supplier: posted", api.created_suppliers and api.created_suppliers[0]["name"] == "پروفیل بر")
+    check("supplier: report", "تأمین‌کننده ثبت شد" in bale.last_text())
+
+    # ---- status query ------------------------------------------------------
+    NLU_QUEUE.append({"intent": "status_query", "confidence": 0.9,
+                      "patch": {"query": {"kind": "pending"}}})
+    await H.handle_update(ctx, text_update(10, "استعلام‌های در انتظار چیه؟"))
+    check("query: pending digest", "در انتظار بررسی" in bale.last_text() and "#q-aaaa11" in bale.last_text())
+
+    # ---- accept flow -------------------------------------------------------
+    NLU_QUEUE.append({"intent": "accept_quote", "confidence": 0.9,
+                      "patch": {"target": {"supplier_name": "سازان نو"}}})
+    await H.handle_update(ctx, text_update(11, "استعلام سازان نو را قبول کن"))
+    check("accept: summary shown", "پذیرش استعلام" in bale.last_text())
+    flow = ctx.pending.get(CHAT)
+    check("accept: pending flow", flow is not None and flow.kind == "accept")
+    await H.handle_update(ctx, callback_update(12, "ac:ok"))
+    check("accept: payload posted", len(api.accept_payloads) == 1)
+    payload = api.accept_payloads[0]["payload"]
+    check("accept: termsheet echoed with steps",
+          payload["accepted_termsheets"][0]["id"] == "ts-1" and payload["accepted_termsheets"][0]["schedule_steps"])
+    check("accept: decision price", payload["item_decisions"][0]["adjusted_unit_price"] == 45000)
+    check("accept: decision index", payload["item_decisions"][0]["accepted_termsheet_index"] == 0)
+    check("accept: report", "پذیرش انجام شد" in bale.last_text())
+
+    # ---- arrive flow -------------------------------------------------------
+    NLU_QUEUE.append({"intent": "arrive_items", "confidence": 0.9,
+                      "patch": {"target": {"supplier_name": "سازان نو"}}})
+    await H.handle_update(ctx, text_update(13, "اقلام سازان نو رسید"))
+    check("arrive: items shown", "اعلام رسیدن" in bale.last_text())
+    await H.handle_update(ctx, text_update(14, "۵۰۰ و ۲۰۰"))
+    flow = ctx.pending.get(CHAT)
+    check("arrive: quantities parsed", flow is not None and flow.kind == "arrive_confirm"
+          and flow.data["quantities"] == {"li-1": 500.0, "li-2": 200.0})
+    await H.handle_update(ctx, callback_update(15, "ar:ok"))
+    check("arrive: payload posted", len(api.arrive_payloads) == 1
+          and api.arrive_payloads[0]["payload"]["items"][0]["received_qty"] == 500)
+    check("arrive: report", "ثبت رسید انجام شد" in bale.last_text())
+
+    # ---- add material ------------------------------------------------------
+    NLU_QUEUE.append({"intent": "add_material", "confidence": 0.9,
+                      "patch": {"material": {"name": "میلگرد A3 سایز ۱۸", "unit_name": "کیلوگرم"}}})
+    await H.handle_update(ctx, text_update(16, "کالای جدید میلگرد A3 سایز ۱۸ با واحد کیلوگرم"))
+    draft = await _active("material")
+    check("material: draft created", draft is not None)
+    check("material: unit resolved", str(draft.payload.get("canonical_unit_id")) == "3")
+    await H.handle_update(ctx, callback_update(17, f"m:ok:{draft.id[:8]}"))
+    check("material: posted", api.created_materials
+          and api.created_materials[0]["canonical_unit_id"] == 3)
+
+    # ---- cancel / unknown --------------------------------------------------
+    NLU_QUEUE.append({"intent": "register_quote", "confidence": 0.9, "patch": {"supplier_name": "سازان نو"}})
+    await H.handle_update(ctx, text_update(18, "استعلام از سازان نو"))
+    await H.handle_update(ctx, text_update(19, "/cancel"))
+    check("cancel: draft dropped", (await _active("quote")) is None and "لغو شد" in bale.last_text())
+
+    NLU_QUEUE.append({"intent": "unknown", "confidence": 0.0, "patch": {}})
+    await H.handle_update(ctx, text_update(20, "اسپاگتی بپز"))
+    check("unknown: hint sent", "متوجه منظورت نشد" in bale.last_text())
+
+    print(f"\n{['FAILED', 'ALL PASSED'][int(_failed == 0)]}: {_passed} passed, {_failed} failed")
+    return 1 if _failed else 0
+
+
+async def _active(kind):
+    from app import drafts as draft_store
+    return await draft_store.get_active(CHAT, kind)
+
+
+def _first_callback(markup: dict | None, prefix: str) -> str | None:
+    for row in (markup or {}).get("inline_keyboard") or []:
+        for btn in row:
+            if btn.get("callback_data", "").startswith(prefix):
+                return btn["callback_data"]
+    return None
+
+
+if __name__ == "__main__":
+    sys.exit(asyncio.run(main()))

backend/app/auth.py

@@ -26,7 +26,7 @@ from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.config import settings
-from app.db.engine import get_db
+from app.db.engine import AsyncSessionLocal
 from app.models.procurement import Project, User
 from app.utils.errors import (
     ForbiddenError,
@@ -170,11 +170,16 @@ async def pm_project_ids(db: AsyncSession, user: User) -> list:
     return list(rows)
 
 
-async def get_optional_user(request: Request, db: AsyncSession) -> UserContext | None:
+async def get_optional_user(request: Request, db: AsyncSession | None = None) -> UserContext | None:
     """Resolve the caller from the Casdoor Bearer token, or None when absent.
 
     Raises UnauthorizedError for a present-but-invalid token; callers decide
     their own fallback only for the no-token case (e.g. dev headers).
+
+    IMPORTANT: when ``db`` is omitted (pure auth-dependency usage), a
+    short-lived session of its own is used — querying the REQUEST session
+    here would auto-begin its transaction and break endpoints that open
+    explicit ``async with db.begin()`` blocks afterwards.
     """
     auth = request.headers.get("authorization", "")
     if not auth.lower().startswith("bearer "):
@@ -182,13 +187,22 @@ async def get_optional_user(request: Request, db: AsyncSession) -> UserContext |
     token = auth.split(" ", 1)[1].strip()
     if not token:
         return None
+    if db is None:
+        async with AsyncSessionLocal() as own_session:
+            claims = await _verify_token(token)
+            return await context_from_claims(claims, own_session)
     claims = await _verify_token(token)
     return await context_from_claims(claims, db)
 
 
-async def get_current_user(request: Request, db: AsyncSession = Depends(get_db)) -> UserContext:
-    """Require a valid Casdoor token (401 missing/invalid; 403 unprovisioned)."""
-    ctx = await get_optional_user(request, db)
+async def get_current_user(request: Request) -> UserContext:
+    """Require a valid Casdoor token (401 missing/invalid; 403 unprovisioned).
+
+    Resolves the user in its own session (see get_optional_user) so the
+    global auth dependency never interferes with an endpoint's explicit
+    transaction handling.
+    """
+    ctx = await get_optional_user(request)
     if ctx is None:
         raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
     if ctx.role is None:

backend/app/config.py

@@ -1,7 +1,14 @@
 """Application configuration.
 
 All settings can be overridden with environment variables prefixed with
-``PROCUREMENT_`` (e.g. ``PROCUREMENT_DATABASE_URL=...``) or a local ``.env`` file.
+``PROCUREMENT_`` (e.g. ``PROCUREMENT_DATABASE_URL=...``) or a local ``.env``
+file. The docker-compose files inject them from the git-ignored ``.env`` —
+real credentials never live in this repository.
+
+``ENVIRONMENT`` is the safety switch: when it is ``"prod"``, the API runs
+fail-fast startup checks (see app.main._verify_production_settings) that
+refuse to boot with wildcard CORS, default credentials or dev login
+enabled.
 """
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
@@ -14,7 +21,10 @@ class Settings(BaseSettings):
         extra="ignore",
     )
 
-    # PostgreSQL DSN — the schema (migration.sql + seed.sql) must already exist.
+    # "dev" (local defaults allowed) | "prod" (fail-fast checks on startup).
+    ENVIRONMENT: str = "dev"
+
+    # PostgreSQL DSN — the schema (migration.sql) must already exist.
     DATABASE_URL: str = "postgresql+asyncpg://postgres:postgres@localhost:5432/procurement"
 
     # Echo SQL statements to the console (dev aid).
@@ -22,6 +32,8 @@ class Settings(BaseSettings):
 
     # MinIO object storage — invoice / proforma attachments (S3-compatible).
     # Endpoint is the compose service name (`minio:9000`) inside Docker.
+    # Defaults are LOCAL DEV ONLY — production values come from .env and the
+    # prod startup checks reject them.
     MINIO_ENDPOINT: str = "localhost:9000"
     MINIO_ACCESS_KEY: str = "minioadmin"
     MINIO_SECRET_KEY: str = "minioadmin"
@@ -36,27 +48,54 @@ class Settings(BaseSettings):
     DEFAULT_PAGE_SIZE: int = 20
     MAX_PAGE_SIZE: int = 100
 
-    # CORS (dev-friendly default; the frontend is a static site).
-    CORS_ORIGINS: list[str] = ["*"]
+    # CORS — comma-separated exact browser origins (NOT "*" with
+    # credentials; the prod checks reject wildcard). Example:
+    # PROCUREMENT_CORS_ORIGINS=https://aramesh.bennu-api-bahrestan.ir
+    CORS_ORIGINS: str = "http://localhost,http://localhost:3000,http://localhost:5173"
+
+    # Developer Mode: in-page dev login panel (frontend build arg) AND the
+    # X-User-Role / X-User-Name-B64 header identity fallback in the
+    # inventory/pm routers. MUST stay false in production.
+    DEV_LOGIN_ENABLED: bool = False
 
     # Casdoor (OIDC) — JWT verification against the issuer's JWKS.
     CASDOOR_ENDPOINT: str = "http://localhost:8080"
     CASDOOR_ISSUER: str = ""  # expected token iss claim (default: CASDOOR_ENDPOINT)
     CASDOOR_CLIENT_ID: str = "inventory-app-client"
-    CASDOOR_CLIENT_SECRET: str = "inventory-app-secret-2026"
+    CASDOOR_CLIENT_SECRET: str = ""  # no default secret — set via env/.env
     CASDOOR_ORGANIZATION: str = "inventory"
     CASDOOR_APP_NAME: str = "inventory-app"
     CASDOOR_JWKS_URL: str = ""  # default: {endpoint}/api/public_jwks
     CASDOOR_AUDIENCE: str = "inventory-app-client"  # expected token aud (falls back to client_id)
 
     # Casdoor console admin — used by POST /users/sync to mirror Casdoor
-    # identities into the app's users table (dev defaults: admin / 123).
+    # identities into the app's users table. No default password.
     CASDOOR_ADMIN_USER: str = "admin"
-    CASDOOR_ADMIN_PASSWORD: str = "123"
+    CASDOOR_ADMIN_PASSWORD: str = ""
 
-    # Inventory dev fallback (only when no Authorization header is sent).
+    # Inventory dev fallback defaults (only used when DEV_LOGIN_ENABLED).
     INVENTORY_DEFAULT_ROLE: str = "pm"
     INVENTORY_DEFAULT_PROJECT_ID: str = ""
 
+    # ---- Observability (Phase 2) -------------------------------------------
+    # "text" (human console) | "json" (JSON lines for Loki/Promtail).
+    LOG_FORMAT: str = "text"
+    # Sentry/GlitchTip DSN — backend exception capture (empty = disabled).
+    SENTRY_DSN: str = ""
+    SENTRY_TRACES_SAMPLE_RATE: float = 0.0
+    # OpenPanel server-side event ingestion (empty = disabled).
+    OPENPANEL_API_URL: str = ""      # e.g. http://openpanel-api:8080 (self-hosted)
+    OPENPANEL_CLIENT_ID: str = ""
+    OPENPANEL_CLIENT_SECRET: str = ""
+
+    @property
+    def cors_origin_list(self) -> list[str]:
+        """Comma-separated CORS_ORIGINS → list for CORSMiddleware."""
+        return [o.strip() for o in self.CORS_ORIGINS.split(",") if o.strip()]
+
+    @property
+    def is_prod(self) -> bool:
+        return self.ENVIRONMENT.lower() == "prod"
+
 
 settings = Settings()

backend/app/db/init_db.py

@@ -18,28 +18,9 @@ logger = logging.getLogger(__name__)
 
 _DASHBOARD_DDL = [
     # One reference unit per category (units.html «واحد مرجع هر دسته»)
-    """
-    CREATE TABLE IF NOT EXISTS category_reference_units (
-        id          UUID        NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
-        category_id UUID        NOT NULL UNIQUE REFERENCES material_categories(id) ON DELETE CASCADE,
-        ref_unit    TEXT        NOT NULL,
-        updated_at  TIMESTAMPTZ NOT NULL DEFAULT now()
-    )
-    """,
     # Brand-scoped / category-scoped conversions: 1 from_unit = factor × to_unit.
     # UNIQUE must treat brand NULL as a concrete value (PG treats NULLs as distinct).
     """
-    CREATE TABLE IF NOT EXISTS unit_conversions (
-        id          UUID           NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
-        category_id UUID           NOT NULL REFERENCES material_categories(id) ON DELETE CASCADE,
-        brand       TEXT,
-        from_unit   TEXT           NOT NULL,
-        to_unit     TEXT           NOT NULL,
-        factor      NUMERIC(18,6)  NOT NULL,
-        updated_at  TIMESTAMPTZ    NOT NULL DEFAULT now()
-    )
-    """,
-    """
     CREATE UNIQUE INDEX IF NOT EXISTS uq_unit_conversion
         ON unit_conversions (category_id, COALESCE(brand, ''), from_unit, to_unit)
     """,
@@ -345,6 +326,18 @@ BASE_UNITS: list[dict] = [
     {"code": "m", "name_fa": "متر", "dimension": "length", "si_factor": 1, "is_base": True},
     {"code": "bag", "name_fa": "کیسه", "dimension": "count", "si_factor": 1, "is_base": False},
     {"code": "ton", "name_fa": "تن", "dimension": "mass", "si_factor": 1000, "is_base": False},
+    {"code": "g", "name_fa": "گرم", "dimension": "mass", "si_factor": 0.001, "is_base": False},
+    {"code": "kpiece", "name_fa": "هزار عدد", "dimension": "count", "si_factor": 1000, "is_base": False},
+]
+
+# تبدیل‌های ثابت جهانی («تبدیل‌های ثابت — همه متریال‌ها») — ضرایب استاندارد و
+# فراگیر که در هر استارت‌آپ به‌صورت idempotent ذخیره می‌شوند. کلید یکتا:
+# (from_unit, to_unit)؛ مقدار فیلدها، نام نمایشی فارسی واحد است — همان
+# قالبی که فرانت‌اند در standard_conversions می‌نویسد.
+STANDARD_CONVERSIONS: list[dict] = [
+    {"from_unit": "تن", "to_unit": "کیلوگرم", "factor": 1000},
+    {"from_unit": "کیلوگرم", "to_unit": "گرم", "factor": 1000},
+    {"from_unit": "هزار عدد", "to_unit": "عدد", "factor": 1000},
 ]
 
 
@@ -379,16 +372,97 @@ async def ensure_v26(engine: AsyncEngine) -> None:
             "VALUES (:code, :name_fa, :dimension, :si_factor, :is_base) ON CONFLICT (code) DO NOTHING",
             u,
         )
-    # v2.5 automation triggers (idempotent — DROP + CREATE keeps them in sync).
+    # Seed the global fixed conversions (idempotent — unique key from/to unit).
+    for c in STANDARD_CONVERSIONS:
+        await run_statement(
+            "INSERT INTO standard_conversions (from_unit, to_unit, factor) "
+            "VALUES (:from_unit, :to_unit, :factor) "
+            "ON CONFLICT (from_unit, to_unit) DO NOTHING",
+            c,
+        )
+    # v2.5/v2.6 category decoupling from materials: drop trigger, function, and column.
     await run_statement("DROP TRIGGER IF EXISTS trg_supplier_materials_derive_category ON supplier_materials")
-    await run_statement("""
-        CREATE TRIGGER trg_supplier_materials_derive_category
-            AFTER INSERT ON supplier_materials
-            FOR EACH ROW EXECUTE FUNCTION fn_derive_material_category()
-    """)
+    await run_statement("DROP FUNCTION IF EXISTS fn_derive_material_category()")
+    await run_statement("ALTER TABLE materials DROP CONSTRAINT IF EXISTS materials_category_id_fkey")
+    await run_statement("ALTER TABLE materials DROP COLUMN IF EXISTS category_id")
+
     await run_statement("DROP TRIGGER IF EXISTS trg_item_decisions_sync_price ON item_decisions")
     await run_statement("""
         CREATE TRIGGER trg_item_decisions_sync_price
             AFTER INSERT OR UPDATE OF status ON item_decisions
             FOR EACH ROW EXECUTE FUNCTION fn_sync_last_quoted_price()
     """)
+
+
+async def ensure_drop_category_tables(engine: AsyncEngine) -> None:
+    """v2.7 follow-up: the category taxonomy is reduced to a supplier label.
+
+    These three tables backed features that were never populated (0 rows on every
+    volume): per-category reference units and conversion factors (the
+    per-reference-unit price line) and the category -> attribute mapping. Dropping
+    them is idempotent and loses no data. material_categories itself stays — every
+    supplier carries one as its label.
+    """
+    async with engine.begin() as conn:
+        await conn.execute(text(
+            "DROP TABLE IF EXISTS category_attributes, category_reference_units, unit_conversions CASCADE"
+        ))
+    logger.info("category taxonomy tables dropped (attributes / ref units / conversions)")
+
+
+async def ensure_audit_table(engine: AsyncEngine) -> None:
+    """v2.7: general activity trail (audit_log). Idempotent; safe on any volume."""
+    ddl = """
+    CREATE TABLE IF NOT EXISTS audit_log (
+        id          UUID        NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
+        occurred_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+        actor       TEXT,
+        action      TEXT        NOT NULL,
+        entity      TEXT        NOT NULL,
+        entity_id   TEXT,
+        details     JSONB       NOT NULL DEFAULT '{}'
+    )
+    """
+    indexes = (
+        "CREATE INDEX IF NOT EXISTS idx_audit_log_entity ON audit_log(entity, entity_id)",
+        "CREATE INDEX IF NOT EXISTS idx_audit_log_occurred ON audit_log(occurred_at DESC)",
+    )
+    async with engine.begin() as conn:
+        await conn.execute(text(ddl))
+        for stmt in indexes:
+            await conn.execute(text(stmt))
+    logger.info("audit_log table ensured")
+
+
+async def ensure_bot_drafts_table(engine: AsyncEngine) -> None:
+    """Ensure bot_drafts table and indexes exist for Bale bot quote sync."""
+    ddl = """
+    CREATE TABLE IF NOT EXISTS bot_drafts (
+        id                  UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id             BIGINT NOT NULL,
+        kind                VARCHAR(16) NOT NULL,
+        payload             JSONB NOT NULL DEFAULT '{}'::jsonb,
+        missing             JSONB,
+        status              VARCHAR(16) NOT NULL DEFAULT 'active',
+        source              VARCHAR(16),
+        source_message_id   BIGINT,
+        review_message_id   BIGINT,
+        last_bale_update_at TIMESTAMPTZ,
+        created_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+        updated_at          TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """
+    indexes = (
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_id ON bot_drafts(chat_id)",
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_status ON bot_drafts(chat_id, status)",
+        "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS last_bale_update_at TIMESTAMPTZ",
+        "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS source_message_id BIGINT",
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_review_msg ON bot_drafts(review_message_id)",
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_source_msg ON bot_drafts(source_message_id)",
+    )
+    async with engine.begin() as conn:
+        await conn.execute(text(ddl))
+        for stmt in indexes:
+            await conn.execute(text(stmt))
+    logger.info("bot_drafts table ensured")
+

backend/app/main.py

@@ -7,30 +7,57 @@
 """
 import asyncio
 import logging
+import uuid
 from contextlib import asynccontextmanager
 
-from fastapi import FastAPI, Request
+import httpx
+from fastapi import Depends, FastAPI, Request
 from fastapi.exceptions import RequestValidationError
 from fastapi.middleware.cors import CORSMiddleware
 from fastapi.responses import JSONResponse
+from prometheus_fastapi_instrumentator import Instrumentator
+from slowapi import _rate_limit_exceeded_handler
+from slowapi.errors import RateLimitExceeded
+from sqlalchemy import text as sql_text
 from sqlalchemy.exc import IntegrityError
 
+from app.auth import get_current_user
 from app.config import settings
 from app.db.engine import AsyncSessionLocal, engine
 from app.db.init_db import (
     ensure_attachment_table,
+    ensure_audit_table,
+    ensure_bot_drafts_table,
+    ensure_drop_category_tables,
     ensure_dashboard_tables,
     ensure_material_topic_column,
     ensure_quote_projects,
     ensure_v26,
 )
+from app.observability import RequestContextMiddleware, setup_logging
 from app.routers import ROUTERS
 from app.services.quote_service import auto_expire_quotes
 from app.utils.errors import AppError
+from app.utils.ratelimit import limiter
 
-logging.basicConfig(level=logging.INFO, format="%(asctime)s %(levelname)s %(name)s — %(message)s")
+setup_logging(settings.LOG_FORMAT)
 logger = logging.getLogger("procurement")
 
+if settings.SENTRY_DSN:
+    # GlitchTip/Sentry exception capture — after setup_logging so the SDK's
+    # own logs go through our formatter too. Disabled entirely without a DSN.
+    import sentry_sdk
+    from sentry_sdk.integrations.fastapi import FastApiIntegration
+
+    sentry_sdk.init(
+        dsn=settings.SENTRY_DSN,
+        environment=settings.ENVIRONMENT,
+        traces_sample_rate=settings.SENTRY_TRACES_SAMPLE_RATE,
+        integrations=[FastApiIntegration()],
+        send_default_pii=False,
+    )
+    logger.info("Sentry/GlitchTip exception capture enabled")
+
 API_V1_PREFIX = "/api/v1"
 
 
@@ -45,13 +72,43 @@ async def _auto_expire_loop() -> None:
             logger.exception("Auto-expiry pass failed")
 
 
+def _verify_production_settings() -> None:
+    """Fail-fast guard: refuse to boot in prod with dev defaults.
+
+    These exact misconfigurations are what previously shipped (wildcard CORS
+    with credentials, default MinIO/Postgres/Casdoor credentials, and the
+    always-on X-User-Role identity fallback). Ops fix: set the real values
+    in the server-side .env — see docs/SECRET-MANAGEMENT.md.
+    """
+    problems: list[str] = []
+    if not settings.cors_origin_list or "*" in settings.cors_origin_list:
+        problems.append("PROCUREMENT_CORS_ORIGINS must list exact origins (no '*')")
+    if settings.MINIO_ACCESS_KEY == "minioadmin" or settings.MINIO_SECRET_KEY == "minioadmin":
+        problems.append("MinIO credentials are still the default minioadmin")
+    if not settings.CASDOOR_CLIENT_SECRET:
+        problems.append("PROCUREMENT_CASDOOR_CLIENT_SECRET is not set")
+    if not settings.CASDOOR_ADMIN_PASSWORD:
+        problems.append("PROCUREMENT_CASDOOR_ADMIN_PASSWORD is not set")
+    if settings.DEV_LOGIN_ENABLED:
+        problems.append("PROCUREMENT_DEV_LOGIN_ENABLED must be false in production")
+    if problems:
+        raise RuntimeError(
+            "Refusing to start in production — fix the environment:\n  - " + "\n  - ".join(problems)
+        )
+
+
 @asynccontextmanager
 async def lifespan(_app: FastAPI):
+    if settings.is_prod:
+        _verify_production_settings()
     await ensure_dashboard_tables(engine)
     await ensure_attachment_table(engine)
     await ensure_material_topic_column(engine)
     await ensure_quote_projects(engine)
     await ensure_v26(engine)
+    await ensure_audit_table(engine)
+    await ensure_drop_category_tables(engine)
+    await ensure_bot_drafts_table(engine)
     task = asyncio.create_task(_auto_expire_loop()) if settings.AUTO_EXPIRE_ENABLED else None
     try:
         yield
@@ -74,11 +131,21 @@ app = FastAPI(
 
 app.add_middleware(
     CORSMiddleware,
-    allow_origins=settings.CORS_ORIGINS,
+    allow_origins=settings.cors_origin_list,
     allow_credentials=True,
     allow_methods=["*"],
     allow_headers=["*"],
 )
+app.add_middleware(RequestContextMiddleware)
+
+# Rate limiting — login brute-force brake (edge rate limit lives in Traefik).
+app.state.limiter = limiter
+app.add_exception_handler(RateLimitExceeded, _rate_limit_exceeded_handler)
+
+# Prometheus /metrics (requests, latency, errors) — mounted at app level,
+# outside the authenticated /api/v1 prefix; scrape target for the
+# monitoring stack.
+Instrumentator().instrument(app).expose(app, endpoint="/metrics", include_in_schema=False)
 
 
 # ---------------------------------------------------------------------------
@@ -119,6 +186,7 @@ def _fa_validation_msg(msg: str) -> str:
 
 @app.exception_handler(RequestValidationError)
 async def validation_error_handler(_request: Request, exc: RequestValidationError):
+    logger.warning("RequestValidationError on %s: %s", _request.url.path, exc.errors())
     first = exc.errors()[0]
     loc = [str(part) for part in first.get("loc", []) if part not in ("body", "query", "path")]
     field = ".".join(loc) if loc else None
@@ -157,11 +225,81 @@ async def unhandled_error_handler(_request: Request, exc: Exception):
 # ---------------------------------------------------------------------------
 # Routes
 # ---------------------------------------------------------------------------
+# JWT auth is required on EVERY router; the auth router stays public
+# (POST /auth/login issues the tokens) and /health lives below, outside the
+# /api/v1 prefix. Routers with their own finer-grained scopes (inventory,
+# pm, users) keep them — the global dependency guarantees nothing is open
+# by omission.
+from app.routers.auth import router as _auth_router  # noqa: E402
+# The files router enforces its own access check per route: a browser cannot
+# attach an Authorization header to <iframe>/<img> loads, so the two file GET
+# routes accept a short-lived signed ?t= token as well as a Bearer session.
+from app.routers.files import router as _files_router  # noqa: E402
+from app.routers.drafts import router as _drafts_router  # noqa: E402
 
 for router in ROUTERS:
-    app.include_router(router, prefix=API_V1_PREFIX)
+    if router is _auth_router:
+        app.include_router(router, prefix=API_V1_PREFIX)
+    elif router is _files_router:
+        app.include_router(router, prefix=API_V1_PREFIX)
+    elif router is _drafts_router:
+        app.include_router(router, prefix=API_V1_PREFIX)
+    else:
+        app.include_router(router, prefix=API_V1_PREFIX, dependencies=[Depends(get_current_user)])
 
 
 @app.get("/health", tags=["system"])
 async def health():
     return {"status": "ok", "service": "procurement-api"}
+
+
+async def _check_db() -> bool:
+    try:
+        async with AsyncSessionLocal() as session:
+            await session.execute(sql_text("SELECT 1"))
+        return True
+    except Exception:
+        logger.exception("readiness: database check failed")
+        return False
+
+
+async def _check_minio() -> bool:
+    try:
+        from app.services.storage import get_client
+
+        get_client().bucket_exists(settings.MINIO_BUCKET)
+        return True
+    except Exception:
+        logger.exception("readiness: MinIO check failed")
+        return False
+
+
+async def _check_casdoor() -> bool:
+    try:
+        async with httpx.AsyncClient(timeout=5) as client:
+            resp = await client.get(
+                settings.CASDOOR_JWKS_URL or f"{settings.CASDOOR_ENDPOINT}/.well-known/jwks"
+            )
+            return resp.status_code == 200
+    except Exception:
+        logger.exception("readiness: Casdoor JWKS check failed")
+        return False
+
+
+@app.get("/health/ready", tags=["system"])
+async def health_ready():
+    """Readiness: verifies the dependencies the API actually needs.
+
+    The deploy webhook polls this after a rebuild, so a deploy that breaks
+    the DB/MinIO/Casdoor connectivity is visible immediately.
+    """
+    checks = {
+        "database": await _check_db(),
+        "minio": await _check_minio(),
+        "casdoor": await _check_casdoor(),
+    }
+    ok = all(checks.values())
+    return JSONResponse(
+        status_code=200 if ok else 503,
+        content={"status": "ok" if ok else "degraded", "service": "procurement-api", "checks": checks},
+    )

backend/app/models/__init__.py

@@ -1,5 +1,6 @@
 """ORM models — import order matters only for registration in Base.metadata."""
 from app.db.base import Base
+from app.models.audit import AuditLog
 from app.models.catalog import (
     AttributeDefinition,
     Brand,

backend/app/models/audit.py

@@ -0,0 +1,19 @@
+"""Audit log model — general activity trail (v2.7)."""
+import uuid
+
+from sqlalchemy import Column, DateTime, String, Text, func
+from sqlalchemy.dialects.postgresql import JSONB, UUID
+
+from app.db.base import Base
+
+
+class AuditLog(Base):
+    __tablename__ = "audit_log"
+
+    id = Column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
+    occurred_at = Column(DateTime(timezone=True), nullable=False, server_default=func.now())
+    actor = Column(Text, nullable=True)  # display name of the authenticated user
+    action = Column(String(64), nullable=False)  # e.g. "user.role_changed"
+    entity = Column(String(64), nullable=False)  # e.g. "user", "inventory_tx"
+    entity_id = Column(Text, nullable=True)
+    details = Column(JSONB, nullable=False, server_default="{}")

backend/app/models/catalog.py

@@ -130,14 +130,11 @@ class CategoryAttribute(Base):
 
 class Material(Base):
     __tablename__ = "materials"
-    # v2.5/2.6: name is GLOBALLY unique; category_id is nullable + derived.
+    # v2.6/v2.7: name is GLOBALLY unique; decoupled from categories.
     __table_args__ = (UniqueConstraint("name", name="uq_material_name"),)
     __mapper_args__ = {"eager_defaults": True}
 
     id: Mapped[uuid.UUID] = _uuid_pk()
-    category_id: Mapped[uuid.UUID | None] = mapped_column(
-        ForeignKey("material_categories.id", ondelete="RESTRICT")
-    )
     name: Mapped[str] = mapped_column(Text, nullable=False)
     topic: Mapped[str | None] = mapped_column(Text)  # تاپیک جلوی برنامه (Persian) — legacy
     canonical_unit_id: Mapped[int] = mapped_column(
@@ -149,7 +146,6 @@ class Material(Base):
         DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
     )
 
-    category: Mapped["MaterialCategory | None"] = relationship(lazy="raise")
     canonical_unit: Mapped["Unit"] = relationship(lazy="raise")
     attribute_values: Mapped[list["MaterialAttributeValue"]] = relationship(
         back_populates="material", lazy="raise", passive_deletes=True

backend/app/models/draft.py

@@ -0,0 +1,21 @@
+from datetime import datetime
+from uuid import UUID
+from sqlalchemy import BigInteger, Column, DateTime, String, func
+from sqlalchemy.dialects.postgresql import JSONB, UUID as PG_UUID
+from app.db.base import Base
+
+class BotDraft(Base):
+    __tablename__ = "bot_drafts"
+
+    id = Column(PG_UUID(as_uuid=True), primary_key=True, server_default=func.gen_random_uuid())
+    chat_id = Column(BigInteger, nullable=False)
+    kind = Column(String(16), nullable=False)
+    payload = Column(JSONB, nullable=False, default=dict)
+    missing = Column(JSONB)
+    status = Column(String(16), nullable=False, default="active")
+    source = Column(String(16))
+    source_message_id = Column(BigInteger)
+    review_message_id = Column(BigInteger)
+    last_bale_update_at = Column(DateTime(timezone=True))
+    created_at = Column(DateTime(timezone=True), server_default=func.now())
+    updated_at = Column(DateTime(timezone=True), onupdate=func.now())

backend/app/observability.py

@@ -0,0 +1,86 @@
+"""Observability plumbing — logging format, request IDs, request log.
+
+- ``setup_logging()``: human-readable text by default, JSON lines when
+  ``PROCUREMENT_LOG_FORMAT=json`` (what Promtail/Loki prefers).
+- ``request_context`` middleware: assigns an X-Request-ID to every request
+  (honours one sent by the edge), echoes it in the response, and logs one
+  structured line per request (method, path, status, duration, request id)
+  — this is what makes access logs useful in Loki.
+"""
+import contextvars
+import json
+import logging
+import time
+import uuid
+
+from starlette.middleware.base import BaseHTTPMiddleware
+from starlette.requests import Request
+from starlette.responses import Response
+
+request_id_var: contextvars.ContextVar[str] = contextvars.ContextVar("request_id", default="-")
+
+_SKIP_ACCESS_LOG = {"/health", "/health/ready", "/metrics"}
+
+
+class JsonFormatter(logging.Formatter):
+    """Minimal JSON-lines formatter for Loki/Promtail ingestion."""
+
+    def format(self, record: logging.LogRecord) -> str:
+        payload = {
+            "ts": self.formatTime(record, "%Y-%m-%dT%H:%M:%S%z"),
+            "level": record.levelname,
+            "logger": record.name,
+            "message": record.getMessage(),
+            "request_id": request_id_var.get(),
+        }
+        if record.exc_info:
+            payload["exception"] = self.formatException(record.exc_info)
+        for key in ("http_method", "http_path", "http_status", "duration_ms"):
+            value = getattr(record, key, None)
+            if value is not None:
+                payload[key] = value
+        return json.dumps(payload, ensure_ascii=False)
+
+
+def setup_logging(log_format: str = "text", level: int = logging.INFO) -> None:
+    formatter = JsonFormatter() if log_format.lower() == "json" else logging.Formatter(
+        "%(asctime)s %(levelname)s %(name)s — %(message)s"
+    )
+    root = logging.getLogger()
+    for handler in root.handlers[:]:
+        root.removeHandler(handler)
+    handler = logging.StreamHandler()
+    handler.setFormatter(formatter)
+    root.addHandler(handler)
+    root.setLevel(level)
+
+
+class RequestContextMiddleware(BaseHTTPMiddleware):
+    """X-Request-ID + one access-log line per request."""
+
+    async def dispatch(self, request: Request, call_next) -> Response:
+        rid = request.headers.get("x-request-id") or uuid.uuid4().hex
+        token = request_id_var.set(rid)
+        started = time.perf_counter()
+        try:
+            response = await call_next(request)
+        except Exception:
+            duration_ms = round((time.perf_counter() - started) * 1000, 1)
+            logging.getLogger("procurement.access").exception(
+                "unhandled exception",
+                extra={"http_method": request.method, "http_path": request.url.path,
+                       "http_status": 500, "duration_ms": duration_ms},
+            )
+            request_id_var.reset(token)
+            raise
+        duration_ms = round((time.perf_counter() - started) * 1000, 1)
+        response.headers["X-Request-ID"] = rid
+        request_id_var.reset(token)
+        if request.url.path not in _SKIP_ACCESS_LOG:
+            logging.getLogger("procurement.access").info(
+                "%s %s -> %s",
+                request.method, request.url.path, response.status_code,
+                extra={"http_method": request.method, "http_path": request.url.path,
+                       "http_status": response.status_code, "duration_ms": duration_ms},
+            )
+        return response

backend/app/routers/__init__.py

@@ -4,8 +4,7 @@ from app.routers import (
     auth,
     brand_materials,
     brands,
-    category_attributes,
-    category_ref_units,
+    drafts,
     files,
     inventory,
     item_decisions,
@@ -24,7 +23,6 @@ from app.routers import (
     supplier_materials,
     suppliers,
     termsheets,
-    unit_conversions,
     units,
     users,
 )
@@ -35,7 +33,6 @@ ROUTERS = [
     brands.router,
     material_categories.router,
     attribute_definitions.router,
-    category_attributes.router,
     materials.router,
     brand_materials.router,
     suppliers.router,
@@ -51,10 +48,9 @@ ROUTERS = [
     item_receipts.router,
     quote_events.router,
     files.router,
-    category_ref_units.router,
-    unit_conversions.router,
     standard_conversions.router,
     inventory.router,
     pm.router,
     users.router,
+    drafts.router,
 ]

backend/app/routers/auth.py

@@ -13,7 +13,7 @@ Error mapping (documented in docs/casdoor-auth.md):
 import logging
 
 import httpx
-from fastapi import APIRouter, Depends
+from fastapi import APIRouter, Depends, Request
 from pydantic import BaseModel
 from sqlalchemy.ext.asyncio import AsyncSession
 
@@ -21,7 +21,9 @@ from app.auth import _verify_token, context_from_claims
 from app.config import settings
 from app.db.engine import get_db
 from app.routers.users import _user_projects, user_to_dict
+from app.services import analytics
 from app.utils.errors import ServiceUnavailableError, UnauthorizedError
+from app.utils.ratelimit import limiter
 
 logger = logging.getLogger("procurement.auth")
 
@@ -34,7 +36,8 @@ class LoginRequest(BaseModel):
 
 
 @router.post("/login")
-async def login(payload: LoginRequest, db: AsyncSession = Depends(get_db)):
+@limiter.limit("10/minute", error_message="تلاش‌های ورود بیش از حد مجاز — کمی بعد دوباره امتحان کنید")
+async def login(request: Request, payload: LoginRequest, db: AsyncSession = Depends(get_db)):
     """Exchange username/password for a Casdoor JWT (OAuth password grant)."""
     url = f"{settings.CASDOOR_ENDPOINT}/api/login/oauth/access_token"
     form = {
@@ -75,6 +78,15 @@ async def login(payload: LoginRequest, db: AsyncSession = Depends(get_db)):
     claims = await _verify_token(access_token)
     ctx = await context_from_claims(claims, db)
     projects = await _user_projects(db, ctx.user)
+    await analytics.track(
+        "login_success",
+        {"username": payload.username, "role": ctx.role},
+        profile_id=ctx.user.casdoor_id,
+    )
+    await analytics.identify(
+        ctx.user.casdoor_id,
+        {"name": ctx.display_name, "role": ctx.role, "username": payload.username},
+    )
     return {
         "data": {
             "access_token": access_token,

backend/app/routers/category_attributes.py

@@ -1,136 +0,0 @@
-"""Category attributes — scoped attribute definitions per category (P2 set).
-
-Identified by composite key {category_id}/{attribute_definition_id}.
-The nested `attribute` object is ALWAYS included (not expand-based).
-"""
-from fastapi import APIRouter, Depends, Query
-from sqlalchemy import select
-from sqlalchemy.ext.asyncio import AsyncSession
-
-from app.db.engine import get_db
-from app.models.catalog import AttributeDefinition, CategoryAttribute, MaterialCategory
-from app.schemas.catalog import CategoryAttributeCreate, CategoryAttributeUpdate
-from app.utils.errors import ConflictError, NotFoundError
-from app.utils.pagination import paginate
-
-router = APIRouter(
-    prefix="/material-categories/{category_id}/attributes",
-    tags=["category-attributes"],
-)
-
-
-def ca_to_dict(ca: CategoryAttribute, attribute: AttributeDefinition) -> dict:
-    return {
-        "id": str(ca.id),
-        "category_id": str(ca.category_id),
-        "attribute_definition_id": str(ca.attribute_definition_id),
-        "is_required": ca.is_required,
-        "is_filterable": ca.is_filterable,
-        "conditional_rules": ca.conditional_rules,
-        "sort_order": ca.sort_order,
-        "attribute": {
-            "attribute_key": attribute.attribute_key,
-            "label": attribute.label,
-            "data_type": attribute.data_type,
-            "unit_id": attribute.unit_id,
-            "enum_values": attribute.enum_values,
-        },
-    }
-
-
-async def _category_or_404(db: AsyncSession, category_id) -> MaterialCategory:
-    category = await db.get(MaterialCategory, category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد")
-    return category
-
-
-async def _with_attribute(db: AsyncSession, ca: CategoryAttribute) -> dict:
-    attribute = await db.get(AttributeDefinition, ca.attribute_definition_id)
-    return ca_to_dict(ca, attribute)
-
-
-@router.get("")
-async def list_category_attributes(
-    category_id,
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
-    db: AsyncSession = Depends(get_db),
-):
-    await _category_or_404(db, category_id)
-    stmt = (
-        select(CategoryAttribute)
-        .where(CategoryAttribute.category_id == category_id)
-        .order_by(CategoryAttribute.sort_order.asc())
-    )
-    items, meta = await paginate(stmt, page, page_size, db)
-    return {"data": [await _with_attribute(db, ca) for ca in items], "meta": meta}
-
-
-@router.post("", status_code=201)
-async def create_category_attribute(
-    category_id, payload: CategoryAttributeCreate, db: AsyncSession = Depends(get_db)
-):
-    await _category_or_404(db, category_id)
-    if await db.get(AttributeDefinition, payload.attribute_definition_id) is None:
-        raise NotFoundError("تعریف ویژگی یافت نشد", field="attribute_definition_id")
-    duplicate = await db.scalar(
-        select(CategoryAttribute.id).where(
-            CategoryAttribute.category_id == category_id,
-            CategoryAttribute.attribute_definition_id == payload.attribute_definition_id,
-        )
-    )
-    if duplicate is not None:
-        raise ConflictError("این ویژگی قبلاً به این دسته‌بندی اضافه شده است", field="attribute_definition_id")
-    ca = CategoryAttribute(
-        category_id=category_id,
-        attribute_definition_id=payload.attribute_definition_id,
-        is_required=payload.is_required,
-        is_filterable=payload.is_filterable,
-        conditional_rules=payload.conditional_rules,
-        sort_order=payload.sort_order,
-    )
-    db.add(ca)
-    await db.flush()
-    return {"data": await _with_attribute(db, ca)}
-
-
-@router.patch("/{attribute_definition_id}")
-async def update_category_attribute(
-    category_id, attribute_definition_id, payload: CategoryAttributeUpdate, db: AsyncSession = Depends(get_db)
-):
-    ca = await db.scalar(
-        select(CategoryAttribute).where(
-            CategoryAttribute.category_id == category_id,
-            CategoryAttribute.attribute_definition_id == attribute_definition_id,
-        )
-    )
-    if ca is None:
-        raise NotFoundError("ویژگی این دسته‌بندی یافت نشد")
-    if payload.is_required is not None:
-        ca.is_required = payload.is_required
-    if payload.is_filterable is not None:
-        ca.is_filterable = payload.is_filterable
-    if payload.conditional_rules is not None:
-        ca.conditional_rules = payload.conditional_rules
-    if payload.sort_order is not None:
-        ca.sort_order = payload.sort_order
-    await db.flush()
-    return {"data": await _with_attribute(db, ca)}
-
-
-@router.delete("/{attribute_definition_id}")
-async def delete_category_attribute(
-    category_id, attribute_definition_id, db: AsyncSession = Depends(get_db)
-):
-    ca = await db.scalar(
-        select(CategoryAttribute).where(
-            CategoryAttribute.category_id == category_id,
-            CategoryAttribute.attribute_definition_id == attribute_definition_id,
-        )
-    )
-    if ca is None:
-        raise NotFoundError("ویژگی این دسته‌بندی یافت نشد")
-    await db.delete(ca)
-    await db.flush()
-    return {"data": {"deleted": True}}

backend/app/routers/category_ref_units.py

@@ -1,69 +0,0 @@
-"""Category reference units — units.html dashboard (P2-26/27).
-
-One reference unit per category (UNIQUE category_id); PUT is an upsert.
-"""
-from fastapi import APIRouter, Depends, Query
-from sqlalchemy import select
-from sqlalchemy.ext.asyncio import AsyncSession
-
-from app.db.engine import get_db
-from app.models.catalog import CategoryReferenceUnit, MaterialCategory
-from app.schemas.catalog import CategoryReferenceUnitPut
-from app.services.expand_service import category_brief
-from app.utils.errors import NotFoundError
-from app.utils.pagination import paginate
-from app.utils.serialization import to_iso
-
-router = APIRouter(prefix="/category-reference-units", tags=["category-reference-units"])
-
-
-def cru_to_dict(cru: CategoryReferenceUnit, expand: set[str] = frozenset()) -> dict:
-    d = {
-        "id": str(cru.id),
-        "category_id": str(cru.category_id),
-        "ref_unit": cru.ref_unit,
-        "updated_at": to_iso(cru.updated_at),
-    }
-    if "category" in expand and hasattr(cru, "_category"):
-        d["category"] = category_brief(cru._category)
-    return d
-
-
-@router.get("")
-async def list_category_reference_units(
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
-    category_id=None,
-    expand: str | None = None,
-    db: AsyncSession = Depends(get_db),
-):
-    stmt = select(CategoryReferenceUnit)
-    if category_id:
-        stmt = stmt.where(CategoryReferenceUnit.category_id == category_id)
-    items, meta = await paginate(stmt, page, page_size, db)
-    tokens = {t.strip() for t in expand.split(",")} if expand else set()
-    if "category" in tokens:
-        cat_ids = {cru.category_id for cru in items}
-        cats = {}
-        if cat_ids:
-            cats = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
-        for cru in items:
-            cru._category = cats.get(cru.category_id)
-    return {"data": [cru_to_dict(cru, tokens) for cru in items], "meta": meta}
-
-
-@router.put("/{category_id}")
-async def upsert_category_reference_unit(
-    category_id, payload: CategoryReferenceUnitPut, db: AsyncSession = Depends(get_db)
-):
-    category = await db.get(MaterialCategory, category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد")
-    cru = await db.scalar(select(CategoryReferenceUnit).where(CategoryReferenceUnit.category_id == category_id))
-    if cru is None:
-        cru = CategoryReferenceUnit(category_id=category_id, ref_unit=payload.ref_unit)
-        db.add(cru)
-    else:
-        cru.ref_unit = payload.ref_unit
-    await db.flush()
-    return {"data": {"category_id": str(category_id), "ref_unit": cru.ref_unit}}

backend/app/routers/drafts.py

@@ -0,0 +1,106 @@
+"""Drafts router — exposes bot_drafts to frontend for Wizard pre-population and bi-directional sync."""
+from typing import Any
+from uuid import UUID
+from fastapi import APIRouter, Depends
+from pydantic import BaseModel
+from sqlalchemy import func, select, update
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db.engine import get_db
+from app.models.draft import BotDraft
+from app.utils.errors import NotFoundError
+
+router = APIRouter(prefix="/drafts", tags=["drafts"])
+
+
+class DraftUpdateIn(BaseModel):
+    payload: dict[str, Any] | None = None
+    status: str | None = None
+
+
+class DraftCommitIn(BaseModel):
+    quote_id: str | None = None
+
+
+def _serialize_draft(draft: BotDraft) -> dict:
+    return {
+        "id": str(draft.id),
+        "chat_id": draft.chat_id,
+        "kind": draft.kind,
+        "status": draft.status,
+        "payload": draft.payload or {},
+        "missing": draft.missing or [],
+        "source": draft.source,
+        "review_message_id": draft.review_message_id,
+        "last_bale_update_at": draft.last_bale_update_at.isoformat() if draft.last_bale_update_at else None,
+        "created_at": draft.created_at.isoformat() if draft.created_at else None,
+        "updated_at": draft.updated_at.isoformat() if draft.updated_at else None,
+    }
+
+
+@router.get("/{draft_id}")
+async def get_draft(draft_id: UUID, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.patch("/{draft_id}")
+async def update_draft(draft_id: UUID, body: DraftUpdateIn, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    if body.payload is not None:
+        merged = dict(draft.payload or {})
+        merged.update(body.payload)
+        draft.payload = merged
+
+    if body.status is not None:
+        draft.status = body.status
+
+    draft.updated_at = func.now()
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.post("/{draft_id}/commit")
+async def commit_draft(draft_id: UUID, body: DraftCommitIn, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    draft.status = "committed"
+    payload = dict(draft.payload or {})
+    if body.quote_id:
+        payload["committed_quote_id"] = body.quote_id
+    draft.payload = payload
+    draft.updated_at = func.now()
+
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.post("/{draft_id}/cancel")
+async def cancel_draft(draft_id: UUID, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    draft.status = "cancelled"
+    draft.updated_at = func.now()
+
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}

backend/app/routers/files.py

@@ -17,16 +17,22 @@ import os
 import uuid
 from urllib.parse import quote
 
-from fastapi import APIRouter, Depends, File, Response, UploadFile
+from fastapi import APIRouter, Depends, File, Request, Response, UploadFile
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import UserContext, get_current_user, get_optional_user, require_role
 from app.db.engine import get_db
 from app.models.procurement import Quote
 from app.services import file_service
-from app.utils.errors import NotFoundError, ValidationError
+from app.utils.errors import NotFoundError, UnauthorizedError, ValidationError
+from app.utils.preview_token import make_preview_token, verify_preview_token
 
 router = APIRouter(prefix="/quotes", tags=["files"])
 
+# حذف پیوست‌ها = عملیات تدارکات (ادمین / مدیر تدارکات)؛ بارگذاری و دانلود
+# برای هر کاربر واردشده آزاد است.
+_attachment_deleter = require_role("procurement_manager", "admin")
+
 ALLOWED_MIME_TYPES = {
     "image/png", "image/jpeg", "image/webp", "image/gif", "application/pdf",
 }
@@ -36,13 +42,17 @@ ALLOWED_EXTENSIONS = {".png", ".jpg", ".jpeg", ".webp", ".gif", ".pdf"}
 MAX_FILE_SIZE_BYTES = 5 * 1024 * 1024
 
 
-def _content_disposition(file_name: str) -> str:
+def _content_disposition(file_name: str, inline: bool = False) -> str:
     """Header-safe Content-Disposition for non-ASCII (e.g. Persian) filenames.
 
     HTTP headers are encoded as latin-1, so a Persian name raises
     UnicodeEncodeError and kills the response. Per RFC 6266 / RFC 5987 the
     UTF-8 name goes percent-encoded in ``filename*``, with an ASCII fallback
     in ``filename`` for old clients.
+
+    ``inline=True`` makes the browser render the file (PDF in a viewer,
+    image in the tab) instead of downloading it — required by the preview
+    modal, whose <iframe> would otherwise trigger a download.
     """
     raw = file_name.encode("ascii", "ignore").decode("ascii")
     # keep the fallback header-safe: no quotes, no control characters
@@ -51,9 +61,37 @@ def _content_disposition(file_name: str) -> str:
     stem = fallback[: -len(ext)].strip() if ext and fallback.lower().endswith(ext.lower()) else fallback
     if not stem or not any(ch.isalnum() for ch in stem):
         # nothing meaningful survived ASCII-folding (e.g. a pure-Persian
-        # name): use a generic attachment name that keeps the extension
-        fallback = f"attachment{ext}" if ext else "attachment"
-    return f"attachment; filename=\"{fallback}\"; filename*=UTF-8''{quote(file_name)}"
+        # name): use a generic name that keeps the extension
+        fallback = f"{'preview' if inline else 'attachment'}{ext}" if ext else (
+            "preview" if inline else "attachment"
+        )
+    kind = "inline" if inline else "attachment"
+    return f"{kind}; filename=\"{fallback}\"; filename*=UTF-8''{quote(file_name)}"
+
+
+async def _require_file_access(
+    request: Request,
+    token: str | None,
+    quote_id: uuid.UUID,
+    kind: str,
+    attachment_id: uuid.UUID,
+    db: AsyncSession,
+) -> None:
+    """Authorise a file read by session header OR a signed ``?t=`` token.
+
+    These two GET routes sit outside the global Bearer dependency because a
+    browser cannot attach an Authorization header to <iframe>/<img> loads.
+    A caller is accepted when it presents either a valid Casdoor session
+    (resolved by get_optional_user) or a signed token scoped to exactly
+    this file, which expires within minutes.
+    """
+    if request is not None and request.headers.get("authorization"):
+        user = await get_optional_user(request, db)
+        if user is not None and user.role is not None:
+            return
+    if token and verify_preview_token(token, quote_id, kind, attachment_id):
+        return
+    raise UnauthorizedError("دسترسی به این فایل مجاز نیست — ابتدا وارد شوید")
 
 
 async def _quote_or_404(db: AsyncSession, quote_id: uuid.UUID) -> Quote:
@@ -87,7 +125,7 @@ async def _attachment_or_404(
 # Invoice — قابل بارگذاری در هر وضعیتی (از صفحه‌ی ویرایش)
 # ---------------------------------------------------------------------------
 
-@router.post("/{quote_id}/invoice", status_code=201)
+@router.post("/{quote_id}/invoice", status_code=201, dependencies=[Depends(get_current_user)])
 async def upload_invoice(quote_id: uuid.UUID, file: UploadFile = File(...), db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     mime = _validate_upload(file)
@@ -98,29 +136,67 @@ async def upload_invoice(quote_id: uuid.UUID, file: UploadFile = File(...), db:
     return {"data": stored.to_dict()}
 
 
-@router.get("/{quote_id}/invoice")
+@router.get("/{quote_id}/invoice", dependencies=[Depends(get_current_user)])
 async def list_invoices(quote_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachments = await file_service.list_for(db, quote_id, "invoice")
     return {"data": [a.to_dict() for a in attachments]}
 
 
+# ---------------------------------------------------------------------------
+# Preview URL — a real, short-lived URL the browser can load in an
+# <iframe>/<img> (which cannot send an Authorization header). Using a real
+# URL instead of a blob: avoids download managers that hijack blob URLs and
+# leave 0-byte files behind.
+# ---------------------------------------------------------------------------
+@router.get("/{quote_id}/preview-url/{kind}/{attachment_id}")
+async def preview_url(
+    quote_id: uuid.UUID,
+    kind: str,
+    attachment_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db),
+    _ctx: UserContext = Depends(get_current_user),
+):
+    if kind not in ("invoice", "proforma"):
+        raise ValidationError("نوع پیوست نامعتبر است", field="kind")
+    await _quote_or_404(db, quote_id)
+    await _attachment_or_404(db, quote_id, attachment_id, kind)
+    token = make_preview_token(quote_id, kind, attachment_id)
+    # مسیر نسبی برگردانده می‌شود؛ فرانت با BASE_URL خودش کاملش می‌کند
+    return {
+        "data": {
+            "url": f"/quotes/{quote_id}/{kind}/{attachment_id}?disposition=inline&t={token}",
+            "token": token,
+        }
+    }
+
+
 @router.get("/{quote_id}/invoice/{attachment_id}")
-async def download_invoice(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
+async def download_invoice(
+    quote_id: uuid.UUID,
+    attachment_id: uuid.UUID,
+    disposition: str = "attachment",
+    t: str | None = None,
+    request: Request = None,
+    db: AsyncSession = Depends(get_db),
+):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "invoice")
+    await _require_file_access(request, t, quote_id, "invoice", attachment_id, db)
     content = await file_service.read_bytes(attachment)
     return Response(
         content=content,
         media_type=attachment.mime_type,
         headers={
-            "Content-Disposition": _content_disposition(attachment.file_name),
+            "Content-Disposition": _content_disposition(
+                attachment.file_name, inline=disposition == "inline"
+            ),
             "X-File-Id": str(attachment.id),
         },
     )
 
 
-@router.delete("/{quote_id}/invoice/{attachment_id}")
+@router.delete("/{quote_id}/invoice/{attachment_id}", dependencies=[Depends(_attachment_deleter), Depends(get_current_user)])
 async def delete_invoice(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "invoice")
@@ -132,7 +208,7 @@ async def delete_invoice(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: Asyn
 # Proforma — no status restriction
 # ---------------------------------------------------------------------------
 
-@router.post("/{quote_id}/proforma", status_code=201)
+@router.post("/{quote_id}/proforma", status_code=201, dependencies=[Depends(get_current_user)])
 async def upload_proforma(quote_id: uuid.UUID, file: UploadFile = File(...), db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     mime = _validate_upload(file)
@@ -143,7 +219,7 @@ async def upload_proforma(quote_id: uuid.UUID, file: UploadFile = File(...), db:
     return {"data": stored.to_dict()}
 
 
-@router.get("/{quote_id}/proforma")
+@router.get("/{quote_id}/proforma", dependencies=[Depends(get_current_user)])
 async def list_proformas(quote_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachments = await file_service.list_for(db, quote_id, "proforma")
@@ -151,21 +227,31 @@ async def list_proformas(quote_id: uuid.UUID, db: AsyncSession = Depends(get_db)
 
 
 @router.get("/{quote_id}/proforma/{attachment_id}")
-async def download_proforma(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
+async def download_proforma(
+    quote_id: uuid.UUID,
+    attachment_id: uuid.UUID,
+    disposition: str = "attachment",
+    t: str | None = None,
+    request: Request = None,
+    db: AsyncSession = Depends(get_db),
+):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "proforma")
+    await _require_file_access(request, t, quote_id, "proforma", attachment_id, db)
     content = await file_service.read_bytes(attachment)
     return Response(
         content=content,
         media_type=attachment.mime_type,
         headers={
-            "Content-Disposition": _content_disposition(attachment.file_name),
+            "Content-Disposition": _content_disposition(
+                attachment.file_name, inline=disposition == "inline"
+            ),
             "X-File-Id": str(attachment.id),
         },
     )
 
 
-@router.delete("/{quote_id}/proforma/{attachment_id}")
+@router.delete("/{quote_id}/proforma/{attachment_id}", dependencies=[Depends(_attachment_deleter), Depends(get_current_user)])
 async def delete_proforma(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "proforma")

backend/app/routers/inventory.py

@@ -43,6 +43,7 @@ from app.utils.errors import (
     UnauthorizedError,
     ValidationError,
 )
+from app.utils.audit import record as audit_record
 from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
@@ -95,9 +96,11 @@ async def inventory_scope(
             return Scope(role="admin", project_id=project_id, actor=user.display_name)
 
     # Dev fallback: header-based identity (fork's placeholder mode) — only
-    # when an explicit X-User-Role header is sent. No auth info at all → 401.
-    if not request.headers.get("x-user-role"):
-        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor یا حالت توسعه را ارسال کنید")
+    # when DEV_LOGIN_ENABLED is explicitly turned on (local testing without
+    # Casdoor). Disabled by default: unauthenticated header identity in
+    # production would hand admin access to anyone who can reach the API.
+    if not settings.DEV_LOGIN_ENABLED or not request.headers.get("x-user-role"):
+        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
     role = (request.headers.get("x-user-role") or settings.INVENTORY_DEFAULT_ROLE or ROLE_PM).strip().lower()
     if role == "procurement_manager":
         role = ROLE_ADMIN  # مدیر تدارکات = ادمین (فقط‌خواندنی)
@@ -271,12 +274,13 @@ async def update_warehouse(
         wh.name = payload.name
     if payload.description is not None:
         wh.description = payload.description
+    # پروژه‌ی انبار تغییرناپذیر است — انبار برای همیشه به پروژه‌ی والدش تعلق
+    # دارد و فقط با حذف و ساخت دوباره می‌تواند جابه‌جا شود.
     if payload.project_id is not None and str(payload.project_id) != str(wh.project_id):
-        if await db.get(Project, payload.project_id) is None:
-            raise NotFoundError("پروژه مقصد یافت نشد", field="project_id")
-        if scope.role == ROLE_PM and payload.project_id != scope.project_id:
-            raise ForbiddenError("PM فقط می‌تواند انبار را در پروژه خودش جابه‌جا کند", field="project_id")
-        wh.project_id = payload.project_id
+        raise ValidationError(
+            "پروژه‌ی انبار قابل تغییر نیست — انبار برای همیشه به پروژه‌ی والدش تعلق دارد",
+            field="project_id",
+        )
     await db.flush()
     return {"data": warehouse_to_dict(wh, await db.get(Project, wh.project_id))}
 
@@ -310,7 +314,6 @@ async def delete_warehouse(
 @router.get("")
 async def list_inventory(
     project_id: uuid.UUID | None = None,
-    category_id=None,
     warehouse_id=None,
     material_id=None,
     sort: str | None = None,
@@ -328,10 +331,6 @@ async def list_inventory(
         stmt = stmt.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id).where(
             Warehouse.project_id == project_id
         )
-    if category_id is not None:
-        stmt = stmt.join(Material, Material.id == InventoryItem.material_id).where(
-            Material.category_id == category_id
-        )
     if warehouse_id is not None:
         stmt = stmt.where(InventoryItem.warehouse_id == warehouse_id)
     if material_id is not None:
@@ -353,10 +352,6 @@ async def _serialize_inventory_rows(db: AsyncSession, items: list[InventoryItem]
     unit_ids = {i.unit_id for i in items}
     warehouses = {w.id: w for w in (await db.execute(select(Warehouse).where(Warehouse.id.in_(wh_ids)))).scalars()}
     materials = {m.id: m for m in (await db.execute(select(Material).where(Material.id.in_(mat_ids)))).scalars()}
-    categories = {}
-    if materials:
-        cat_ids = {m.category_id for m in materials.values()}
-        categories = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
     brands = {}
     if brand_ids:
         brands = {b.id: b for b in (await db.execute(select(Brand).where(Brand.id.in_(brand_ids)))).scalars()}
@@ -366,7 +361,7 @@ async def _serialize_inventory_rows(db: AsyncSession, items: list[InventoryItem]
     return [
         inventory_to_dict(
             i, warehouses[i.warehouse_id], materials[i.material_id],
-            categories.get(materials[i.material_id].category_id), brands.get(i.brand_id), units.get(i.unit_id),
+            None, brands.get(i.brand_id), units.get(i.unit_id),
         )
         for i in items
     ]
@@ -492,6 +487,16 @@ async def create_transaction(
             if dest.project_id != scope.project_id:
                 raise ForbiddenError("انبار مقصد متعلق به پروژه شما نیست")
         txs = await apply_transaction(db, payload, performed_by=scope.actor)
+        await audit_record(
+            db,
+            actor=scope.actor,
+            action="inventory.transaction_created",
+            entity="inventory",
+            entity_id=str(txs[0].inventory_id) if txs else None,
+            details={"type": payload.transaction_type, "quantity": str(payload.quantity),
+                     "warehouse_id": str(payload.warehouse_id),
+                     "tx_ids": [str(tx.id) for tx in txs]},
+        )
     return {"data": [transaction_to_dict(tx) for tx in txs]}
 
 
@@ -518,58 +523,3 @@ async def transaction_types():
         "PURCHASE", "WITHDRAWAL", "RETURN", "TRANSFER_IN", "TRANSFER_OUT",
         "DAMAGE", "WASTE", "LOSS", "FOUND", "STOCK_COUNT",
     )]}
-
-
-# ---------------------------------------------------------------------------
-# Material selector — filtered by Category + Warehouse (transaction forms)
-# ---------------------------------------------------------------------------
-
-@router.get("/materials/options")
-async def material_options(
-    category_id: uuid.UUID,
-    warehouse_id: uuid.UUID | None = None,
-    scope: Scope = Depends(inventory_scope),
-    db: AsyncSession = Depends(get_db),
-):
-    """Materials for the transaction form.
-
-    Always filtered by category. When `warehouse_id` is given, only materials
-    that already exist in that warehouse's inventory are returned (so the PM
-    works with the actual stock of that warehouse); otherwise the full
-    category list is returned (e.g. first purchase of a new material).
-    """
-    category = await db.get(MaterialCategory, category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد", field="category_id")
-
-    stmt = select(Material).where(Material.category_id == category_id, Material.status == "active")
-    if warehouse_id is not None:
-        wh = await get_warehouse_or_404(db, warehouse_id)
-        if scope.role == ROLE_PM and wh.project_id != scope.project_id:
-            raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
-        stmt = stmt.where(
-            Material.id.in_(
-                select(InventoryItem.material_id).where(InventoryItem.warehouse_id == warehouse_id)
-            )
-        )
-    stmt = stmt.order_by(Material.name)
-    materials = (await db.execute(stmt)).scalars().all()
-
-    # Brands per material (from brand_materials catalog + brands actually used in stock)
-    brand_rows = (await db.execute(
-        select(BrandMaterial.material_id, Brand.id, Brand.name)
-        .join(Brand, Brand.id == BrandMaterial.brand_id)
-        .where(BrandMaterial.material_id.in_([m.id for m in materials]), BrandMaterial.is_active.is_(True))
-    )).all()
-    brands_by_material: dict[str, list[dict]] = {}
-    for mat_id, b_id, b_name in brand_rows:
-        brands_by_material.setdefault(str(mat_id), []).append({"id": str(b_id), "name": b_name})
-
-    return {"data": [
-        {
-            "id": str(m.id),
-            "name": m.name,
-            "brands": brands_by_material.get(str(m.id), []),
-        }
-        for m in materials
-    ]}

backend/app/routers/item_decisions.py

@@ -4,11 +4,16 @@ State machine (P1 cross-endpoint rules):
     pending -> chosen (requires chosen_item_termsheet_id of the SAME line item)
     pending -> rejected
     chosen/rejected -> pending/anything-else = 409
+
+Auth: JWT required globally (main.py). The state-changing endpoints are a
+purchase decision — restricted to procurement_manager / admin via
+require_role; reads stay open to every authenticated role.
 """
 from fastapi import APIRouter, Depends
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_role
 from app.db.engine import get_db
 from app.models.procurement import ItemDecision, ItemTermsheet, LineItem
 from app.schemas.procurement import DecisionPatch, DecisionPut, DecisionStatusUpdate
@@ -21,6 +26,9 @@ router = APIRouter(
     tags=["item-decisions"],
 )
 
+# خرید/رد اقلام = تصمیم تدارکات؛ ادمین و مدیر تدارکات
+_decision_writer = require_role("procurement_manager", "admin")
+
 
 async def _line_item_or_404(db: AsyncSession, quote_id, line_item_id) -> LineItem:
     li = await db.scalar(
@@ -59,7 +67,7 @@ async def get_decision(quote_id, line_item_id, db: AsyncSession = Depends(get_db
     return {"data": decision_full(decision)}
 
 
-@router.put("")
+@router.put("", dependencies=[Depends(_decision_writer)])
 async def put_decision(
     quote_id, line_item_id, payload: DecisionPut, db: AsyncSession = Depends(get_db)
 ):
@@ -93,7 +101,7 @@ async def put_decision(
     return {"data": decision_full(decision), "status_code_hint": 201 if created else 200}
 
 
-@router.patch("/status")
+@router.patch("/status", dependencies=[Depends(_decision_writer)])
 async def patch_decision_status(
     quote_id, line_item_id, payload: DecisionStatusUpdate, db: AsyncSession = Depends(get_db)
 ):
@@ -118,7 +126,7 @@ async def patch_decision_status(
     return {"data": decision_full(decision)}
 
 
-@router.patch("")
+@router.patch("", dependencies=[Depends(_decision_writer)])
 async def patch_decision(
     quote_id, line_item_id, payload: DecisionPatch, db: AsyncSession = Depends(get_db)
 ):

backend/app/routers/line_items.py

@@ -108,6 +108,7 @@ async def update_line_item(
         effective_bm = payload.brand_material_id if payload.brand_material_id is not None else li.brand_material_id
         await ensure_brand_material_belong(db, effective_bm, new_material_id)
 
+    old_material_id = li.material_id
     if payload.material_id is not None:
         li.material_id = payload.material_id
         # v2.5: keep the supplier<->material catalog edge in sync.
@@ -121,6 +122,11 @@ async def update_line_item(
     if payload.notes is not None:
         li.notes = payload.notes
     await db.flush()
+
+    if payload.material_id is not None and payload.material_id != old_material_id:
+        from app.services.quote_service import cleanup_orphan_materials
+        await cleanup_orphan_materials(db, [old_material_id])
+
     return {"data": (await serialize_line_items(db, [li], set()))[0]}
 
 
@@ -133,6 +139,13 @@ async def delete_line_item(quote_id, line_item_id, db: AsyncSession = Depends(ge
     decision = await db.scalar(select(ItemDecision).where(ItemDecision.line_item_id == li.id))
     if decision is not None and decision.status == "chosen":
         raise ConflictError("خط آیتم انتخاب‌شده قابل حذف نیست")
+    old_material_id = li.material_id
     await db.delete(li)  # specs / links / decision / receipt cascade via DDL
     await db.flush()
+
+    if old_material_id:
+        from app.services.quote_service import cleanup_orphan_materials
+        await cleanup_orphan_materials(db, [old_material_id])
+
     return {"data": {"id": str(line_item_id), "deleted": True}}
+

backend/app/routers/material_categories.py

@@ -4,7 +4,8 @@ from sqlalchemy import func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.db.engine import get_db
-from app.models.catalog import Material, MaterialCategory
+from app.models.catalog import MaterialCategory
+from app.models.procurement import Supplier
 from app.schemas.catalog import MaterialCategoryCreate, MaterialCategoryUpdate
 from app.utils.errors import ConflictError, NotFoundError
 from app.utils.pagination import paginate, sort_query
@@ -95,10 +96,14 @@ async def delete_category(category_id, db: AsyncSession = Depends(get_db)):
     category = await db.get(MaterialCategory, category_id)
     if category is None:
         raise NotFoundError("دسته‌بندی یافت نشد")
-    # materials.category_id is ON DELETE RESTRICT — block if any material exists.
-    linked = await db.scalar(select(func.count()).select_from(Material).where(Material.category_id == category_id))
+    # v2.7: materials no longer carry a category, so what blocks deletion is the
+    # supplier side — suppliers.category_id is ON DELETE RESTRICT. Every
+    # material of that category is reached through those suppliers.
+    linked = await db.scalar(
+        select(func.count()).select_from(Supplier).where(Supplier.category_id == category_id)
+    )
     if linked:
-        raise ConflictError(f"این دسته‌بندی شامل {linked} متریال است و قابل حذف نیست")
+        raise ConflictError(f"این دسته‌بندی برای {linked} تأمین‌کننده ثبت شده و قابل حذف نیست")
     await db.delete(category)  # category_attributes cascade via DDL
     await db.flush()
     return {"data": {"id": str(category_id), "deleted": True}}

backend/app/routers/materials.py

@@ -97,7 +97,6 @@ async def _apply_attr_filters(db: AsyncSession, stmt, request: Request):
 async def list_materials(
     page: int = Query(1, ge=1),
     page_size: int = Query(20, ge=1, le=100),
-    category_id=None,
     brand_id=None,
     status: str | None = None,
     q: str | None = None,
@@ -107,8 +106,6 @@ async def list_materials(
     db: AsyncSession = Depends(get_db),
 ):
     stmt = select(Material)
-    if category_id:
-        stmt = stmt.where(Material.category_id == category_id)
     if brand_id:
         # WHERE EXISTS brand_materials with that brand_id
         sub = select(1).where(

backend/app/routers/pm.py

@@ -19,8 +19,9 @@ Rules enforced here:
   the canonical unit for auto-posted purchases.
 - quote.status flips to 'arrived' when ALL chosen items are fully received.
 
-Auth: Casdoor JWT primary; dev fallback headers (X-User-Role: pm|admin +
-X-Project-Id for pm) when no Authorization header — same pattern as the
+Auth: Casdoor JWT (a global dependency in main.py) resolves the caller;
+optional dev-header fallback (X-User-Role: pm|admin + X-Project-Id for pm)
+exists only when PROCUREMENT_DEV_LOGIN_ENABLED=true — same pattern as the
 inventory router.
 """
 import base64
@@ -35,8 +36,9 @@ from sqlalchemy.dialects.postgresql import insert as pg_insert
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.auth import UserContext, get_optional_user
+from app.config import settings
 from app.db.engine import get_db
-from app.models.catalog import BrandMaterial, Material, MaterialCategory, Unit
+from app.models.catalog import BrandMaterial, Material, Unit
 from app.models.inventory import InventoryItem, InventoryTransaction, Warehouse
 from app.models.procurement import (
     ItemDecision,
@@ -48,6 +50,7 @@ from app.models.procurement import (
     Supplier,
 )
 from app.schemas.procurement import PMReceiptCreate
+from app.services import analytics
 from app.services.inventory_service import canonical_specs_hash
 from app.utils.errors import (
     ForbiddenError,
@@ -98,9 +101,12 @@ async def arrivals_scope(
             if ctx.role in ("admin", "procurement_manager"):
                 return ArrivalScope(role="admin", user_id=ctx.user.id, project_id=project_id, display_name=ctx.display_name)
             raise ForbiddenError("این بخش فقط برای مدیر پروژه یا مدیر تدارکات است")
-    # Dev fallback: X-User-Role: pm | admin (procurement_manager maps to admin)
-    if not request.headers.get("x-user-role"):
-        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor یا حالت توسعه را ارسال کنید")
+    # Dev fallback: X-User-Role: pm | admin (procurement_manager maps to
+    # admin) — ONLY when DEV_LOGIN_ENABLED (local testing without Casdoor).
+    # Disabled by default: an ungated header identity in production would
+    # let anyone confirm receipts as PM.
+    if not settings.DEV_LOGIN_ENABLED or not request.headers.get("x-user-role"):
+        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
     role = (request.headers.get("x-user-role") or "").strip().lower()
     if role == "procurement_manager":
         role = "admin"
@@ -195,18 +201,6 @@ async def pm_on_the_way(
     # unit / category lookups for display
     unit_ids = {d.LineItem.unit_id for d in decisions}
     units = {u.id: u for u in (await db.execute(select(Unit).where(Unit.id.in_(unit_ids)))).scalars()}
-    mat_ids = {d.Material.id for d in decisions}
-    cats = {}
-    if mat_ids:
-        rows = (
-            await db.execute(
-                select(Material.id, MaterialCategory)
-                .join(MaterialCategory, MaterialCategory.id == Material.category_id)
-                .where(Material.id.in_(mat_ids))
-            )
-        ).all()
-        cats = {m_id: c for m_id, c in rows}
-
     out = []
     for d, li, q, m, sup, proj in decisions:
         received = received_map.get(d.id)
@@ -219,8 +213,7 @@ async def pm_on_the_way(
             "supplier": {"id": str(sup.id), "name": sup.name},
             "project": {"id": str(proj.id), "name": proj.name} if proj else None,
             "decided_at": to_iso(d.decided_at),
-            "material": {"id": str(m.id), "name": m.name,
-                         "category": {"id": str(c.id), "name": c.name} if (c := cats.get(m.id)) else None},
+            "material": {"id": str(m.id), "name": m.name},
             "unit": {"id": units[li.unit_id].id, "code": units[li.unit_id].code,
                      "name_fa": units[li.unit_id].name_fa} if li.unit_id in units else None,
             "ordered_qty": str(li.quantity),
@@ -424,6 +417,16 @@ async def pm_confirm_receipt(
             quote.arrived_date = payload.received_at
 
     item_state = arrival_state(li.quantity, already_received + payload.received_qty)
+    await analytics.track(
+        "receipt_confirmed",
+        {
+            "receipt_id": str(receipt.id),
+            "quote_id": str(quote.id),
+            "quantity": str(payload.received_qty),
+            "state": item_state,
+        },
+        profile_id=ctx.display_name,
+    )
     return {"data": {
         "receipt_id": str(receipt.id),
         "state": item_state,

backend/app/routers/quotes.py

@@ -10,7 +10,16 @@ from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.db.engine import get_db
 from app.models.catalog import Material
-from app.models.procurement import ItemDecision, LineItem, Project, Quote, Supplier, Termsheet
+from app.models.procurement import (
+    ItemDecision,
+    LineItem,
+    LineItemProjects,
+    Project,
+    Quote,
+    QuoteProjects,
+    Supplier,
+    Termsheet,
+)
 from app.schemas.procurement import (
     AcceptQuoteIn,
     ArriveItemsIn,
@@ -36,15 +45,6 @@ router = APIRouter(prefix="/quotes", tags=["quotes"])
 
 # --- list filter helpers ---------------------------------------------------
 
-def _quote_category_exists(category_id) -> exists:
-    return exists(
-        select(1).where(
-            LineItem.quote_id == Quote.id,
-            Material.id == LineItem.material_id,
-            Material.category_id == category_id,
-        )
-    )
-
 
 def _quote_search(q: str) -> exists:
     like = f"%{q}%"
@@ -72,7 +72,6 @@ async def get_quote_stats(
     project_id=None,
     quote_date_from: datetime | None = None,
     quote_date_to: datetime | None = None,
-    category_id=None,
     db: AsyncSession = Depends(get_db),
 ):
     return {
@@ -82,7 +81,6 @@ async def get_quote_stats(
             project_id=project_id,
             quote_date_from=quote_date_from,
             quote_date_to=quote_date_to,
-            category_id=category_id,
         )
     }
 
@@ -98,7 +96,6 @@ async def list_quotes(
     status: str | None = None,
     supplier_id=None,
     project_id=None,
-    category_id=None,
     quote_date_from: datetime | None = None,
     quote_date_to: datetime | None = None,
     q: str | None = None,
@@ -112,9 +109,23 @@ async def list_quotes(
     if supplier_id:
         stmt = stmt.where(Quote.supplier_id == supplier_id)
     if project_id:
-        stmt = stmt.where(Quote.project_id == project_id)
-    if category_id:
-        stmt = stmt.where(_quote_category_exists(category_id))
+        # any relevant link: legacy mirror, quote-level junction, line-item
+        # candidates, or an accepted (decision) target — NOT just the mirror
+        stmt = stmt.where(
+            Quote.id.in_(
+                select(Quote.id)
+                .outerjoin(QuoteProjects, QuoteProjects.quote_id == Quote.id)
+                .outerjoin(LineItem, LineItem.quote_id == Quote.id)
+                .outerjoin(LineItemProjects, LineItemProjects.line_item_id == LineItem.id)
+                .outerjoin(ItemDecision, ItemDecision.line_item_id == LineItem.id)
+                .where(
+                    (Quote.project_id == project_id)
+                    | (QuoteProjects.project_id == project_id)
+                    | (LineItemProjects.project_id == project_id)
+                    | (ItemDecision.project_id == project_id)
+                )
+            )
+        )
     if quote_date_from is not None:
         stmt = stmt.where(Quote.quote_date >= quote_date_from)
     if quote_date_to is not None:

backend/app/routers/supplier_materials.py

@@ -58,11 +58,7 @@ async def list_supplier_materials(
     items, meta = await paginate(stmt, page, page_size, db)
     mat_ids = {l.material_id for l in items}
     materials = {m.id: m for m in (await db.execute(select(Material).where(Material.id.in_(mat_ids)))).scalars()}
-    cat_ids = {m.category_id for m in materials.values() if m.category_id}
-    cats = {}
-    if cat_ids:
-        cats = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
-    return {"data": [link_to_dict(l, materials.get(l.material_id), cats.get(materials.get(l.material_id).category_id if l.material_id in materials else None)) for l in items], "meta": meta}
+    return {"data": [link_to_dict(l, materials.get(l.material_id), None) for l in items], "meta": meta}
 
 
 @router.post("/suppliers/{supplier_id}/materials", status_code=201)
@@ -72,8 +68,7 @@ async def create_supplier_material(
     async with db.begin():
         link = await link_supplier_material(db, supplier_id, payload.material_id)
         material = await db.get(Material, payload.material_id)
-        category = await db.get(MaterialCategory, material.category_id) if material and material.category_id else None
-    return {"data": link_to_dict(link, material, category)}
+    return {"data": link_to_dict(link, material, None)}
 
 
 @router.delete("/suppliers/{supplier_id}/materials/{material_id}")

backend/app/routers/unit_conversions.py

@@ -1,146 +0,0 @@
-"""Unit conversions — category/brand-scoped (units.html dashboard, P2-28..31).
-
-Model: {category_id, brand?, from_unit, to_unit, factor}
-  1 from_unit = factor × to_unit
-  brand empty = all brands of the category; brand set = that brand only.
-"""
-from fastapi import APIRouter, Depends, Query
-from sqlalchemy import select
-from sqlalchemy.ext.asyncio import AsyncSession
-
-from app.db.engine import get_db
-from app.models.catalog import MaterialCategory, UnitConversion
-from app.schemas.catalog import UnitConversionCreate, UnitConversionUpdate
-from app.services.expand_service import category_brief
-from app.utils.errors import ConflictError, NotFoundError
-from app.utils.pagination import paginate
-from app.utils.serialization import to_iso
-
-router = APIRouter(prefix="/unit-conversions", tags=["unit-conversions"])
-
-
-def uc_to_dict(uc: UnitConversion, expand: set[str] = frozenset()) -> dict:
-    d = {
-        "id": str(uc.id),
-        "category_id": str(uc.category_id),
-        "brand": uc.brand,
-        "from_unit": uc.from_unit,
-        "to_unit": uc.to_unit,
-        "factor": float(uc.factor),
-        "updated_at": to_iso(uc.updated_at),
-    }
-    if "category" in expand and hasattr(uc, "_category"):
-        d["category"] = category_brief(uc._category)
-    return d
-
-
-def _duplicate_condition(uc_or_none, category_id, brand, from_unit, to_unit):
-    """Uniqueness treats NULL brand as a concrete value (matches the partial unique index)."""
-    where = (
-        UnitConversion.category_id == category_id,
-        UnitConversion.from_unit == from_unit,
-        UnitConversion.to_unit == to_unit,
-    )
-    # PG «IS» فقط با NULL معتبر است؛ برای برند مقداردار از «==» استفاده می‌شود
-    where = where + (UnitConversion.brand == brand if brand is not None else UnitConversion.brand.is_(None),)
-    if uc_or_none is not None:
-        where = where + (UnitConversion.id != uc_or_none.id,)
-    return where
-
-
-async def _check_duplicate(db: AsyncSession, exclude_id, category_id, brand, from_unit, to_unit) -> None:
-    duplicate = await db.scalar(
-        select(UnitConversion.id).where(*_duplicate_condition(exclude_id, category_id, brand, from_unit, to_unit))
-    )
-    if duplicate is not None:
-        raise ConflictError("این تبدیل قبلاً ثبت شده است")
-
-
-@router.get("")
-async def list_unit_conversions(
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
-    category_id=None,
-    brand: str | None = None,
-    from_unit: str | None = None,
-    to_unit: str | None = None,
-    expand: str | None = None,
-    db: AsyncSession = Depends(get_db),
-):
-    stmt = select(UnitConversion)
-    if category_id:
-        stmt = stmt.where(UnitConversion.category_id == category_id)
-    if brand:
-        stmt = stmt.where(UnitConversion.brand == brand)
-    if from_unit:
-        stmt = stmt.where(UnitConversion.from_unit == from_unit)
-    if to_unit:
-        stmt = stmt.where(UnitConversion.to_unit == to_unit)
-    items, meta = await paginate(stmt, page, page_size, db)
-    tokens = {t.strip() for t in expand.split(",")} if expand else set()
-    if "category" in tokens:
-        cat_ids = {uc.category_id for uc in items}
-        cats = {}
-        if cat_ids:
-            cats = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
-        for uc in items:
-            uc._category = cats.get(uc.category_id)
-    return {"data": [uc_to_dict(uc, tokens) for uc in items], "meta": meta}
-
-
-@router.post("", status_code=201)
-async def create_unit_conversion(payload: UnitConversionCreate, db: AsyncSession = Depends(get_db)):
-    category = await db.get(MaterialCategory, payload.category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد", field="category_id")
-    await _check_duplicate(db, None, payload.category_id, payload.brand, payload.from_unit, payload.to_unit)
-    uc = UnitConversion(
-        category_id=payload.category_id,
-        brand=payload.brand,
-        from_unit=payload.from_unit,
-        to_unit=payload.to_unit,
-        factor=payload.factor,
-    )
-    db.add(uc)
-    await db.flush()
-    return {"data": uc_to_dict(uc)}
-
-
-@router.get("/{uc_id}")
-async def get_unit_conversion(uc_id, db: AsyncSession = Depends(get_db)):
-    uc = await db.get(UnitConversion, uc_id)
-    if uc is None:
-        raise NotFoundError("تبدیل واحد یافت نشد")
-    return {"data": uc_to_dict(uc)}
-
-
-@router.patch("/{uc_id}")
-async def update_unit_conversion(uc_id, payload: UnitConversionUpdate, db: AsyncSession = Depends(get_db)):
-    uc = await db.get(UnitConversion, uc_id)
-    if uc is None:
-        raise NotFoundError("تبدیل واحد یافت نشد")
-    new_brand = payload.brand if payload.brand is not None else uc.brand
-    new_from = payload.from_unit if payload.from_unit is not None else uc.from_unit
-    new_to = payload.to_unit if payload.to_unit is not None else uc.to_unit
-    if payload.brand is not None or payload.from_unit is not None or payload.to_unit is not None:
-        await _check_duplicate(db, uc.id, uc.category_id, new_brand, new_from, new_to)
-    if payload.brand is not None:
-        uc.brand = payload.brand
-    if payload.from_unit is not None:
-        uc.from_unit = payload.from_unit
-    if payload.to_unit is not None:
-        uc.to_unit = payload.to_unit
-    if payload.factor is not None:
-        uc.factor = payload.factor
-    await db.flush()
-    return {"data": uc_to_dict(uc)}
-
-
-@router.delete("/{uc_id}")
-async def delete_unit_conversion(uc_id, db: AsyncSession = Depends(get_db)):
-    uc = await db.get(UnitConversion, uc_id)
-    if uc is None:
-        raise NotFoundError("تبدیل واحد یافت نشد")
-    await db.delete(uc)
-    await db.flush()
-    return {"data": {"deleted": True}}

backend/app/routers/users.py

@@ -21,6 +21,7 @@ from sqlalchemy import select, update
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.auth import UserContext, get_current_user, require_role
+from app.utils.audit import record as audit_record
 from app.config import settings
 from app.db.engine import get_db
 from app.models.procurement import Project, User
@@ -168,7 +169,7 @@ async def list_users(
 @router.post("", status_code=201)
 async def create_user(
     payload: UserCreate,
-    _: UserContext = Depends(_org_manager),
+    ctx: UserContext = Depends(_org_manager),
     db: AsyncSession = Depends(get_db),
 ):
     """Define a new user (manual identity — casdoor_id optional)."""
@@ -185,6 +186,7 @@ async def create_user(
     )
     db.add(user)
     await db.flush()
+    await audit_record(db, actor=ctx.display_name, action="user.created", entity="user", entity_id=str(user.id), details={"role": payload.role})
     return {"data": user_to_dict(user)}
 
 
@@ -192,7 +194,7 @@ async def create_user(
 async def update_user_role(
     user_id,
     payload: UserRoleUpdate,
-    _: UserContext = Depends(require_role("admin")),
+    ctx: UserContext = Depends(require_role("admin")),
     db: AsyncSession = Depends(get_db),
 ):
     """Set/clear a role — ADMIN ONLY (RBAC): procurement managers must not
@@ -201,10 +203,12 @@ async def update_user_role(
     user = await db.get(User, user_id)
     if user is None:
         raise NotFoundError("کاربر یافت نشد")
+    previous_role = user.role
     if user.role == "pm" and payload.role != "pm":
         await _unassign_projects(db, user.id)
     user.role = payload.role
     await db.flush()
+    await audit_record(db, actor=ctx.display_name, action="user.role_changed", entity="user", entity_id=str(user.id), details={"from": previous_role, "to": payload.role})
     projects = await _user_projects(db, user)
     return {"data": user_to_dict(user, projects)}
 

backend/app/schemas/catalog.py

@@ -89,7 +89,6 @@ class MaterialAttributeIn(APIModel):
 
 
 class MaterialCreate(APIModel):
-    category_id: UUID | None = None  # v2.5: optional — derived from first linked supplier
     name: str = Field(min_length=1)
     topic: str | None = None  # تاپیک جلوی برنامه (Persian) — legacy
     canonical_unit_id: int

backend/app/schemas/inventory.py

@@ -30,6 +30,13 @@ class WarehouseCreate(APIModel):
 
 
 class WarehouseUpdate(APIModel):
+    """Rename/re-describe a warehouse.
+
+    `project_id` is accepted only to be rejected: a warehouse belongs
+    permanently to its parent project and cannot be reassigned (the router
+    answers 400 unless the value equals the current project).
+    """
+
     name: str | None = Field(default=None, min_length=1, max_length=255)
     description: str | None = None
     project_id: UUID | None = None

backend/app/schemas/procurement.py

@@ -37,7 +37,7 @@ class SupplierUpdate(APIModel):
 
 
 class SupplierMaterialCreate(APIModel):
-    """Link a global material to a supplier (derives materials.category_id)."""
+    """Link a global material to a supplier."""
 
     material_id: UUID
 

backend/app/services/analytics.py

@@ -0,0 +1,77 @@
+"""Server-side product analytics — OpenPanel Track API.
+
+Fire-and-forget business events (quote lifecycle, receipts, logins) so the
+OpenPanel dashboards show what actually happens inside the ERP, not just
+page views. Never raises: analytics must not break a business flow.
+
+Configuration (all optional — disabled when any is missing):
+    PROCUREMENT_OPENPANEL_API_URL     e.g. http://openpanel-api:3333 (self-hosted)
+    PROCUREMENT_OPENPANEL_CLIENT_ID   project client id (write mode)
+    PROCUREMENT_OPENPANEL_CLIENT_SECRET  project client secret
+
+Contract (OpenPanel Track API): POST {API_URL}/track with headers
+``openpanel-client-id`` / ``openpanel-client-secret`` and a JSON body
+``{"type": "track"|"identify", "profileId": ..., "event"/"properties": ...}``.
+"""
+import logging
+from typing import Any
+
+import httpx
+
+from app.config import settings
+
+logger = logging.getLogger("procurement.analytics")
+
+_TIMEOUT = httpx.Timeout(3.0)
+
+
+def _configured() -> bool:
+    return bool(
+        settings.OPENPANEL_API_URL
+        and settings.OPENPANEL_CLIENT_ID
+        and settings.OPENPANEL_CLIENT_SECRET
+    )
+
+
+async def track(event: str, properties: dict[str, Any] | None = None, profile_id: str | None = None) -> None:
+    """Record a named event; swallows every error."""
+    if not _configured():
+        return
+    # OpenPanel's Track API takes {type, payload:{…}} (same envelope the browser SDK
+    # sends) — a flat body is rejected with 400, which this module swallows by design.
+    # The payload field is "name" (ITrackPayload in packages/validation) — "event" is
+    # rejected with a 400 that this module swallows.
+    inner: dict[str, Any] = {"name": event, "properties": properties or {}}
+    if profile_id:
+        inner["profileId"] = profile_id
+    body = {"type": "track", "payload": inner}
+    try:
+        async with httpx.AsyncClient(timeout=_TIMEOUT) as client:
+            await client.post(
+                f"{settings.OPENPANEL_API_URL.rstrip('/')}/track",
+                json=body,
+                headers={
+                    "openpanel-client-id": settings.OPENPANEL_CLIENT_ID,
+                    "openpanel-client-secret": settings.OPENPANEL_CLIENT_SECRET,
+                },
+            )
+    except Exception as exc:  # noqa: BLE001 — analytics must never raise
+        logger.debug("analytics track failed (%s): %s", event, exc)
+
+
+async def identify(profile_id: str, properties: dict[str, Any] | None = None) -> None:
+    """Create/update a user profile (e.g. on login)."""
+    if not _configured():
+        return
+    try:
+        async with httpx.AsyncClient(timeout=_TIMEOUT) as client:
+            await client.post(
+                f"{settings.OPENPANEL_API_URL.rstrip('/')}/track",
+                json={"type": "identify", "payload": {"profileId": profile_id, "properties": properties or {}}},
+                headers={
+                    "openpanel-client-id": settings.OPENPANEL_CLIENT_ID,
+                    "openpanel-client-secret": settings.OPENPANEL_CLIENT_SECRET,
+                },
+            )
+    except Exception as exc:  # noqa: BLE001
+        logger.debug("analytics identify failed: %s", exc)

backend/app/services/expand_service.py

@@ -206,11 +206,6 @@ async def _load_material_maps(db: AsyncSession, materials: list[Material], expan
     material_ids = [m.id for m in materials]
     maps: dict = {"categories": {}, "units": {}, "brands": {}, "material_brands": {}, "mavs": {}, "attr_defs": {}}
 
-    if "category" in expand:
-        cat_ids = {m.category_id for m in materials}
-        rows = (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars().all()
-        maps["categories"] = {c.id: c for c in rows}
-
     unit_ids: set[int] = set()
     if "canonical_unit" in expand:
         unit_ids |= {m.canonical_unit_id for m in materials}
@@ -257,10 +252,12 @@ def _material_to_dict(m: Material, expand: set[str], maps: dict) -> dict:
         "created_at": to_iso(m.created_at),
         "updated_at": to_iso(m.updated_at),
     }
+    # Category is a supplier attribute now, not a material one — the key stays
+    # in the payload (null) so the contract shape is unchanged.
     if "category" in expand:
-        d["category"] = category_brief(maps["categories"].get(m.category_id))
+        d["category"] = None
     else:
-        d["category_id"] = str(m.category_id)
+        d["category_id"] = None
     if "canonical_unit" in expand:
         d["canonical_unit"] = unit_to_dict(maps["units"].get(m.canonical_unit_id))
     else:
@@ -326,9 +323,6 @@ async def _load_line_item_data(db: AsyncSession, line_items: list[LineItem], exp
         material_ids = {li.material_id for li in line_items}
         materials = (await db.execute(select(Material).where(Material.id.in_(material_ids)))).scalars().all()
         data.materials = {m.id: m for m in materials}
-        cat_ids = {m.category_id for m in materials}
-        cats = (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars().all()
-        data.categories = {c.id: c for c in cats}
         bms = (await db.execute(select(BrandMaterial).where(BrandMaterial.material_id.in_(material_ids)))).scalars().all()
         brand_ids: set[uuid.UUID] = set()
         for bm in bms:
@@ -450,7 +444,7 @@ def _line_item_expanded(li: LineItem, expand: set[str], data: _LineItemData, inc
             d["material"] = {
                 "id": str(m.id),
                 "name": m.name,
-                "category": category_brief(data.categories.get(m.category_id)),
+                "category": None,
                 "brands": [
                     {"id": str(bm.brand_id), "name": data.brands[bm.brand_id].name, "catalog_code": bm.catalog_code}
                     for bm in data.material_brands.get(m.id, [])

backend/app/services/material_service.py

@@ -12,7 +12,6 @@ from app.models.catalog import (
     BrandMaterial,
     Material,
     MaterialAttributeValue,
-    MaterialCategory,
     Unit,
 )
 from app.schemas.catalog import MaterialAttributeIn, MaterialCreate, MaterialUpdate
@@ -110,9 +109,7 @@ async def validate_attributes(
 async def create_material(db: AsyncSession, payload: MaterialCreate) -> Material:
     """Create a material + brand_materials rows + EAV values in ONE transaction.
 
-    v2.5/2.6: category_id is OPTIONAL — a global material may be created
-    without a category (it gets derived automatically from the first linked
-    supplier). name is GLOBALLY unique.
+    v2.6/v2.7: materials are global and category-free. name is GLOBALLY unique.
     """
     async with db.begin():
         duplicate = await db.scalar(
@@ -121,14 +118,10 @@ async def create_material(db: AsyncSession, payload: MaterialCreate) -> Material
         if duplicate is not None:
             raise ConflictError("متریالی با این نام در کل کاتالوگ قبلاً ثبت شده است", field="name")
 
-        if payload.category_id is not None:
-            if await db.get(MaterialCategory, payload.category_id) is None:
-                raise NotFoundError("دسته‌بندی یافت نشد", field="category_id")
         if not await db.get(Unit, payload.canonical_unit_id):
             raise NotFoundError("واحد مرجع یافت نشد", field="canonical_unit_id")
 
         material = Material(
-            category_id=payload.category_id,
             name=payload.name,
             topic=payload.topic,
             canonical_unit_id=payload.canonical_unit_id,

backend/app/services/quote_service.py

@@ -4,6 +4,7 @@ Every mutation here runs in ONE ``async with db.begin()`` block; any failure
 rolls the whole operation back. All state changes log a quote_event in the
 same transaction.
 """
+import asyncio
 import logging
 from datetime import date, datetime, timezone
 from uuid import UUID
@@ -33,6 +34,7 @@ from app.schemas.procurement import (
     QuoteUpdate,
     RejectQuoteIn,
 )
+from app.services import analytics
 from app.services.material_service import ensure_brand_material_belong
 from app.utils.errors import ConflictError, NotFoundError, ValidationError
 
@@ -56,6 +58,19 @@ def utcnow() -> datetime:
 
 def _add_event(db: AsyncSession, quote_id: UUID, event_type: str, payload: dict | None = None, actor: str | None = None) -> None:
     db.add(QuoteEvent(quote_id=quote_id, event_type=event_type, payload=payload or {}, actor=actor))
+    # Product analytics (fire-and-forget, never blocks or raises): the whole
+    # quote lifecycle funnels through here, so one hook covers every
+    # status transition for the OpenPanel dashboards.
+    try:
+        asyncio.get_running_loop().create_task(
+            analytics.track(
+                f"quote_{event_type}",
+                {"quote_id": str(quote_id), "actor": actor, **(payload or {})},
+                profile_id=actor,
+            )
+        )
+    except RuntimeError:  # no running loop (defensive — callers are async)
+        pass
 
 
 async def get_quote_or_404(db: AsyncSession, quote_id: UUID) -> Quote:
@@ -290,12 +305,78 @@ async def quote_has_receipts(db: AsyncSession, quote_id: UUID) -> bool:
     return (count or 0) > 0
 
 
+async def cleanup_orphan_materials(db: AsyncSession, material_ids) -> list[UUID]:
+    """Check candidate material_ids and purge any that have zero references.
+
+    A material is considered an orphan if:
+    1. It is not referenced by ANY line_items across all quotes.
+    2. It is not referenced by ANY inventory stock items in warehouses.
+
+    If count == 0:
+    - Auxiliary records in supplier_materials, brand_materials, material_units,
+      and material_attribute_values are cleaned up.
+    - The material row is deleted from the central materials table.
+
+    Returns the list of purged material UUIDs.
+    """
+    purged: list[UUID] = []
+    unique_ids = {m for m in material_ids if m is not None}
+    if not unique_ids:
+        return purged
+
+    from app.models.catalog import (
+        BrandMaterial,
+        Material,
+        MaterialAttributeValue,
+        MaterialUnit,
+    )
+    from app.models.inventory import InventoryItem
+    from app.models.procurement import LineItem, SupplierMaterial
+
+    for mat_id in unique_ids:
+        # Check active usage in line_items across the whole system
+        line_item_count = await db.scalar(
+            select(func.count(LineItem.id)).where(LineItem.material_id == mat_id)
+        )
+        if (line_item_count or 0) > 0:
+            continue
+
+        # Check active usage in warehouse inventory
+        inv_count = await db.scalar(
+            select(func.count(InventoryItem.id)).where(InventoryItem.material_id == mat_id)
+        )
+        if (inv_count or 0) > 0:
+            continue
+
+        # Material is not used in ANY line item and not in ANY warehouse inventory: pure orphan!
+        await db.execute(
+            delete(SupplierMaterial).where(SupplierMaterial.material_id == mat_id)
+        )
+        await db.execute(
+            delete(BrandMaterial).where(BrandMaterial.material_id == mat_id)
+        )
+        await db.execute(
+            delete(MaterialUnit).where(MaterialUnit.material_id == mat_id)
+        )
+        await db.execute(
+            delete(MaterialAttributeValue).where(MaterialAttributeValue.material_id == mat_id)
+        )
+        await db.execute(
+            delete(Material).where(Material.id == mat_id)
+        )
+        purged.append(mat_id)
+        logger.info("Purged orphan material %s from central catalog", mat_id)
+
+    return purged
+
+
 async def replace_quote_children(
     db: AsyncSession, quote_id: UUID, payload: QuoteChildrenReplaceIn, actor: str | None = None
 ) -> Quote:
     """Full replacement of a quote's line items + termsheets (edit modal).
 
     Only allowed while the quote is still offered and has no warehouse receipts.
+    Automatically purges any materials detached during this replacement if they become orphans.
     """
     async with db.begin():
         quote = await get_quote_or_404(db, quote_id)
@@ -309,6 +390,11 @@ async def replace_quote_children(
                 "این پیشنهاد به‌دلیل ثبت رسید در انبار، غیرقابل ویرایش یا بازگشت است.",
                 field="status",
             )
+
+        # 1. Pre-update snapshot: record previous material_ids assigned to this quote's items
+        old_items = (await db.execute(select(LineItem).where(LineItem.quote_id == quote.id))).scalars().all()
+        old_material_ids = {li.material_id for li in old_items if li.material_id is not None}
+
         # children cascade via DDL: item_termsheets, item_decisions, item_receipts, schedule_steps
         await db.execute(
             delete(LineItem).where(LineItem.quote_id == quote.id).execution_options(synchronize_session=False)
@@ -317,10 +403,21 @@ async def replace_quote_children(
             delete(Termsheet).where(Termsheet.quote_id == quote.id).execution_options(synchronize_session=False)
         )
         await _insert_children(db, quote.id, quote.supplier_id, payload.line_items, payload.termsheets, payload.item_termsheets)
+        await db.flush()
+
+        # 2. Identify detached materials: previous materials no longer present in the updated line items
+        new_material_ids = {li.material_id for li in payload.line_items if li.material_id is not None}
+        detached_material_ids = old_material_ids - new_material_ids
+
+        # 3. Clean up any detached materials that are now orphans (0 usage)
+        if detached_material_ids:
+            await cleanup_orphan_materials(db, detached_material_ids)
+
         _add_event(db, quote.id, "edited", {"changed_fields": ["line_items", "termsheets"]}, actor)
     return quote
 
 
+
 async def _apply_status_transition(db: AsyncSession, quote: Quote, new_status: str) -> None:
     """Backward transitions only; reverts bookkeeping when going back to offered."""
     current = quote.status
@@ -346,7 +443,7 @@ async def _apply_status_transition(db: AsyncSession, quote: Quote, new_status: s
         li_ids = select(LineItem.id).where(LineItem.quote_id == quote.id)
         await db.execute(
             update(ItemDecision)
-            .where(ItemDecision.line_item_id.in_(li_ids), ItemDecision.status != "pending")
+            .where(ItemDecision.line_item_id.in_(li_ids))
             .values(
                 status="pending",
                 decided_at=None,
@@ -524,21 +621,7 @@ async def accept_quote(db: AsyncSession, quote_id: UUID, payload: AcceptQuoteIn,
                 decision.adjusted_notes = decision_in.adjusted_notes
                 decision.decided_at = utcnow()
 
-        # --- per-material project allocation (تخصیص پروژه به هر قلم) ---
-        for entry in payload.item_projects:
-            if entry.line_item_id not in li_ids:
-                raise NotFoundError(
-                    "خط آیتم یافت نشد یا متعلق به این پیشنهاد نیست", field="item_projects"
-                )
-            await db.execute(
-                delete(LineItemProjects)
-                .where(LineItemProjects.line_item_id == entry.line_item_id)
-                .execution_options(synchronize_session=False)
-            )
-            for pid in entry.project_ids:
-                if await db.get(Project, pid) is None:
-                    raise NotFoundError("پروژه یافت نشد", field="item_projects.project_ids")
-                db.add(LineItemProjects(line_item_id=entry.line_item_id, project_id=pid))
+        # LineItemProjects records in PostgreSQL remain 100% untouched. Only item_decisions.project_id is written.
 
         # termsheets referenced by at least one chosen item -> accepted
         if chosen_ts_ids:
@@ -735,30 +818,49 @@ async def delete_quote(db: AsyncSession, quote_id: UUID) -> dict:
         termsheets = (await db.execute(select(Termsheet).where(Termsheet.quote_id == quote.id))).scalars().all()
         events = (await db.execute(select(QuoteEvent).where(QuoteEvent.quote_id == quote.id))).scalars().all()
 
-        # clean up attachments in MinIO before cascade
+        # collect candidate material_ids for orphan cleanup before deleting quote
+        candidate_material_ids = [li.material_id for li in line_items if li.material_id is not None]
+
+        # collect attachment keys before deleting quote row
         from app.models.files import QuoteAttachment
         from app.services import storage
 
         attachments = (await db.execute(select(QuoteAttachment).where(QuoteAttachment.quote_id == quote.id))).scalars().all()
-        for att in attachments:
-            try:
-                await storage.remove_object(att.object_key)
-            except Exception:
-                logger.warning("Failed to remove MinIO object %s for attachment %s", att.object_key, att.id)
+        att_keys = [att.object_key for att in attachments]
+        quote_prefix = f"{quote.id}/"
 
         await db.delete(quote)
-        return {
-            "id": str(quote.id),
-            "deleted": True,
-            "cascaded": {
-                "line_items": len(line_items),
-                "termsheets": len(termsheets),
-                "events": len(events),
-                "decisions": len(decisions),
-                "receipts": len(receipts),
-                "attachments": len(attachments),
-            },
-        }
+        await db.flush()
+
+        # Purge any materials that no longer have any references in the system
+        purged_material_ids = await cleanup_orphan_materials(db, candidate_material_ids)
+
+    # Post-commit: clean up attachments in MinIO (best-effort; DB is already committed)
+    for key in att_keys:
+        try:
+            await storage.remove_object(key)
+        except Exception:
+            logger.warning("Failed to remove MinIO object %s for quote %s", key, quote_id)
+    try:
+        await storage.remove_prefix(quote_prefix)
+    except Exception:
+        logger.warning("Failed to remove MinIO prefix %s for quote %s", quote_prefix, quote_id)
+
+    return {
+        "id": str(quote_id),
+        "deleted": True,
+        "cascaded": {
+            "line_items": len(line_items),
+            "termsheets": len(termsheets),
+            "events": len(events),
+            "decisions": len(decisions),
+            "receipts": len(receipts),
+            "attachments": len(attachments),
+            "purged_orphan_materials": len(purged_material_ids),
+        },
+    }
+
+
 
 
 # ---------------------------------------------------------------------------
@@ -771,7 +873,6 @@ async def quote_stats(
     project_id: UUID | None = None,
     quote_date_from=None,
     quote_date_to=None,
-    category_id: UUID | None = None,
 ) -> dict:
     conditions = []
     if supplier_id is not None:
@@ -782,8 +883,6 @@ async def quote_stats(
         conditions.append(Quote.quote_date >= quote_date_from)
     if quote_date_to is not None:
         conditions.append(Quote.quote_date <= quote_date_to)
-    if category_id is not None:
-        conditions.append(_quote_has_category(category_id))
 
     rows = (
         await db.execute(
@@ -815,38 +914,46 @@ async def quote_stats(
     }
 
 
-def _quote_has_category(category_id: UUID):
-    """EXISTS: quote has a line item whose material belongs to category_id."""
-    from app.models.catalog import Material
-
-    sub = (
-        select(1)
-        .where(
-            LineItem.quote_id == Quote.id,
-            Material.id == LineItem.material_id,
-            Material.category_id == category_id,
-        )
-    )
-    return func.exists(sub)
-
-
 async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
-    """Counts + total value per quote status for one project.
+    """Counts + total value per quote status for ONE project, isolated per project.
 
-    total_value: SUM(quantity × unit_price) over line items using the chosen
-    termsheet link first, else the first link. Rejected line items are
-    excluded from value sums (contract P1-14).
+    A quote lands in this project's «accepted»/«arrived» bucket ONLY if at
+    least one non-rejected line item's decision targets this project
+    (item_decisions.project_id). A quote merely linked to the project as a
+    candidate (quote-level link, line-item candidates, or accepted for a
+    DIFFERENT project) stays in «offered» — this project never accepted it.
+
+    total_value: SUM(quantity × unit_price) over the bucket's line items,
+    using the chosen termsheet link first, else the first link. Rejected
+    line items are excluded from value sums (contract P1-14).
     """
     project = await db.get(Project, project_id)
     if project is None:
         raise NotFoundError("پروژه یافت نشد")
+    # the route passes the raw path string — normalize for the Python-side
+    # UUID comparisons below (decision.project_id == project_id etc.)
+    project_id = UUID(str(project_id))
 
-    quotes = (await db.execute(select(Quote).where(Quote.project_id == project_id))).scalars().all()
-    if not quotes:
+    # --- every quote RELEVANT to this project (any kind of link) ---
+    quote_id_rows = await db.execute(
+        select(Quote.id)
+        .outerjoin(QuoteProjects, QuoteProjects.quote_id == Quote.id)
+        .outerjoin(LineItem, LineItem.quote_id == Quote.id)
+        .outerjoin(LineItemProjects, LineItemProjects.line_item_id == LineItem.id)
+        .outerjoin(ItemDecision, ItemDecision.line_item_id == LineItem.id)
+        .where(
+            (Quote.project_id == project_id)
+            | (QuoteProjects.project_id == project_id)
+            | (LineItemProjects.project_id == project_id)
+            | (ItemDecision.project_id == project_id)
+        )
+    )
+    quote_ids = [row[0] for row in quote_id_rows.all()]
+    if not quote_ids:
         empty = {status: {"count": 0, "total_value": 0} for status in QUOTE_STATUSES}
         return {"project_id": str(project_id), "total_quotes": 0, **empty}
 
-    quote_ids = [q.id for q in quotes]
+    quotes = (await db.execute(select(Quote).where(Quote.id.in_(quote_ids)))).scalars().all()
     line_items = (await db.execute(select(LineItem).where(LineItem.quote_id.in_(quote_ids)))).scalars().all()
     li_ids = [li.id for li in line_items]
 
@@ -854,6 +961,18 @@ async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
         d.line_item_id: d
         for d in (await db.execute(select(ItemDecision).where(ItemDecision.line_item_id.in_(li_ids)))).scalars().all()
     } if li_ids else {}
+    # line items explicitly linked to this project as candidates
+    candidate_li_ids = set(
+        (
+            await db.execute(
+                select(LineItemProjects.line_item_id).where(
+                    LineItemProjects.line_item_id.in_(li_ids),
+                    LineItemProjects.project_id == project_id,
+                )
+            )
+        ).scalars().all()
+    ) if li_ids else set()
+
     item_termsheets = (
         (await db.execute(select(ItemTermsheet).where(ItemTermsheet.line_item_id.in_(li_ids)))).scalars().all()
     ) if li_ids else []
@@ -862,12 +981,56 @@ async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
     for it in item_termsheets:
         its_by_line.setdefault(it.line_item_id, []).append(it)
 
+    def _items_of(quote: Quote) -> list[LineItem]:
+        return [li for li in line_items if li.quote_id == quote.id]
+
+    def _accepted_for_project(quote: Quote) -> bool:
+        """≥1 non-rejected line item whose decision targets THIS project."""
+        return any(
+            (decision := decisions.get(li.id)) is not None
+            and decision.status == "chosen"
+            and decision.project_id == project_id
+            for li in _items_of(quote)
+        )
+
+    def _has_any_target(quote: Quote) -> bool:
+        """Whether any decision of this quote carries a target project at all
+        (legacy quotes accepted before the decision-project era have none —
+        they keep the old global-status classification)."""
+        return any(
+            (decisions.get(li.id) is not None and decisions[li.id].project_id is not None)
+            for li in _items_of(quote)
+        )
+
     per_status = {status: {"count": 0, "total_value": 0.0} for status in QUOTE_STATUSES}
     for q in quotes:
-        per_status[q.status]["count"] += 1
+        if q.status in ("accepted", "arrived") and _has_any_target(q) and not _accepted_for_project(q):
+            per_status["offered"]["count"] += 1  # linked, but never accepted for THIS project
+        else:
+            per_status[q.status]["count"] += 1
 
     for li in line_items:
+        quote = next(q for q in quotes if q.id == li.quote_id)
         decision = decisions.get(li.id)
+
+        # --- which status bucket does this line item's value belong to? ---
+        accepted_here = (
+            decision is not None
+            and decision.status == "chosen"
+            and decision.project_id == project_id
+        )
+        if quote.status in ("accepted", "arrived") and _has_any_target(quote):
+            if accepted_here:
+                bucket = quote.status
+            elif li.id in candidate_li_ids:
+                # the quote is still just a proposal for this project — the
+                # item's candidate value stays in the offered bucket
+                bucket = "offered"
+            else:
+                continue  # this item targets another project entirely
+        else:
+            bucket = quote.status
+
         if decision is not None and decision.status == "rejected":
             continue  # rejected items excluded from value sums
         if decision is not None and decision.chosen_item_termsheet_id is not None:
@@ -877,8 +1040,7 @@ async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
             price_it = links[0] if links else None
         if price_it is None:
             continue
-        quote = next(q for q in quotes if q.id == li.quote_id)
-        per_status[quote.status]["total_value"] += float(price_it.unit_price * li.quantity)
+        per_status[bucket]["total_value"] += float(price_it.unit_price * li.quantity)
 
     result = {"project_id": str(project_id), "total_quotes": len(quotes)}
     for status, values in per_status.items():

backend/app/services/storage.py

@@ -66,3 +66,22 @@ async def remove_object(key: str) -> None:
         await asyncio.to_thread(get_client().remove_object, settings.MINIO_BUCKET, key)
     except Exception:
         logger.warning("Could not remove MinIO object %r — ignoring", key)
+
+
+async def remove_prefix(prefix: str) -> None:
+    """Delete all objects matching a prefix in the bucket (best-effort)."""
+    client = get_client()
+
+    def _sync_remove_prefix():
+        try:
+            objects = client.list_objects(settings.MINIO_BUCKET, prefix=prefix, recursive=True)
+            for obj in objects:
+                try:
+                    client.remove_object(settings.MINIO_BUCKET, obj.object_name)
+                except Exception:
+                    logger.warning("Could not remove MinIO object %r under prefix %r", obj.object_name, prefix)
+        except Exception:
+            logger.warning("Could not list MinIO objects under prefix %r — ignoring", prefix)
+
+    await asyncio.to_thread(_sync_remove_prefix)
+

backend/app/services/supplier_material_service.py

@@ -1,10 +1,6 @@
-"""Supplier ↔ material link service (v2.5) — the direct edge of the new flow.
+"""Supplier ↔ material link service (v2.6/v2.7) — the direct edge of the catalog flow.
 
-Linking a material to a supplier derives materials.category_id from the
-supplier's category when the material has none (first-link-wins). The same
-rule is enforced by the DB trigger trg_supplier_materials_derive_category;
-this service applies it in the application layer so the ORM state is
-consistent inside the same transaction.
+Suppliers can supply any global material across categories.
 """
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -17,7 +13,7 @@ from app.utils.errors import NotFoundError, ValidationError
 async def link_supplier_material(
     db: AsyncSession, supplier_id, material_id, is_active: bool = True
 ) -> SupplierMaterial:
-    """Upsert a supplier<->material link (idempotent) + derive category (first-link-wins).
+    """Upsert a supplier<->material link (idempotent).
 
     Caller is responsible for the surrounding transaction.
     """
@@ -42,15 +38,11 @@ async def link_supplier_material(
     link = SupplierMaterial(supplier_id=supplier_id, material_id=material_id, is_active=is_active)
     db.add(link)
     await db.flush()
-
-    # First-link-wins: only when the material has no category yet.
-    if material.category_id is None:
-        material.category_id = supplier.category_id
     return link
 
 
 async def unlink_supplier_material(db: AsyncSession, supplier_id, material_id) -> None:
-    """Remove the link. The material's category is NEVER auto-cleared (documented rule)."""
+    """Remove the link."""
     link = await db.scalar(
         select(SupplierMaterial).where(
             SupplierMaterial.supplier_id == supplier_id,

backend/app/utils/audit.py

@@ -0,0 +1,41 @@
+"""Audit helper — one row per sensitive mutation, written in the SAME
+transaction as the change (rolled back together with it).
+
+    await record(db, actor=ctx.display_name, action="user.role_changed",
+                 entity="user", entity_id=str(user.id),
+                 details={"from": old_role, "to": user.role})
+
+Never raises: an audit failure must not fail the business operation.
+"""
+import logging
+from typing import Any
+
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.audit import AuditLog
+
+logger = logging.getLogger("procurement.audit")
+
+
+async def record(
+    db: AsyncSession,
+    *,
+    actor: str | None,
+    action: str,
+    entity: str,
+    entity_id: str | None = None,
+    details: dict[str, Any] | None = None,
+) -> None:
+    try:
+        db.add(
+            AuditLog(
+                actor=actor,
+                action=action,
+                entity=entity,
+                entity_id=str(entity_id) if entity_id else None,
+                details=details or {},
+            )
+        )
+        await db.flush()
+    except Exception:  # noqa: BLE001 — audit must never break the caller
+        logger.exception("failed to write audit_log row (%s/%s)", action, entity)

backend/app/utils/preview_token.py

@@ -0,0 +1,71 @@
+"""Ephemeral, URL-safe file-preview tokens.
+
+Why this exists
+---------------
+File downloads require an ``Authorization: Bearer`` header, but a browser
+cannot attach headers to the requests made by ``<iframe src>`` / ``<img
+src>`` — which is what the preview modal uses. The previous workaround
+fetched the bytes with ``fetch`` and rendered a local ``blob:`` URL, but
+download managers (IDM et al.) hook ``blob:`` URLs, fail to resolve them
+outside the originating document, and hand the browser a 0-byte file under
+a bare UUID name — so the preview broke and a junk download appeared.
+
+Instead we mint a short-lived HMAC token scoped to a single attachment and
+put it in the query string, giving the iframe a *real* URL that also
+carries its own authorization. The token is not a session credential: it
+authorises exactly one (quote_id, kind, attachment_id) triple and expires
+in minutes.
+
+Format: ``<expiry-unix>.<hex-hmac>`` over ``"{quote_id}:{kind}:{attachment_id}:{expiry}"``.
+"""
+
+from __future__ import annotations
+
+import hashlib
+import hmac
+import time
+import uuid
+
+from app.config import settings
+
+# پیش‌نمایش کوتاه‌عمر است — فقط برای باز شدن مودال، نه اشتراک‌گذاری لینک
+DEFAULT_TTL_SECONDS = 300
+
+
+def _secret() -> bytes:
+    """Key for the HMAC. Reuses existing secrets so no new config is needed."""
+    base = (
+        settings.CASDOOR_CLIENT_SECRET
+        or settings.MINIO_SECRET_KEY
+        or "procurement-preview-fallback"
+    )
+    return base.encode("utf-8")
+
+
+def _sign(quote_id: uuid.UUID, kind: str, attachment_id: uuid.UUID, expiry: int) -> str:
+    msg = f"{quote_id}:{kind}:{attachment_id}:{expiry}".encode("utf-8")
+    return hmac.new(_secret(), msg, hashlib.sha256).hexdigest()
+
+
+def make_preview_token(
+    quote_id: uuid.UUID, kind: str, attachment_id: uuid.UUID, ttl: int = DEFAULT_TTL_SECONDS
+) -> str:
+    expiry = int(time.time()) + ttl
+    return f"{expiry}.{_sign(quote_id, kind, attachment_id, expiry)}"
+
+
+def verify_preview_token(
+    token: str, quote_id: uuid.UUID, kind: str, attachment_id: uuid.UUID
+) -> bool:
+    """True when the token is well-formed, unexpired and matches this file."""
+    if not token or "." not in token:
+        return False
+    expiry_raw, signature = token.split(".", 1)
+    try:
+        expiry = int(expiry_raw)
+    except ValueError:
+        return False
+    if expiry < int(time.time()):
+        return False
+    expected = _sign(quote_id, kind, attachment_id, expiry)
+    return hmac.compare_digest(expected, signature)

backend/app/utils/ratelimit.py

@@ -0,0 +1,11 @@
+"""Shared rate limiter (slowapi) — in-memory, single-worker friendly.
+
+Login brute-force brake: the edge (Traefik) has a coarse per-IP limit for
+the whole API host; this adds a tight limit on the credential endpoint
+itself. Kept in its own module so routers can import it without a circular
+import on app.main.
+"""
+from slowapi import Limiter
+from slowapi.util import get_remote_address
+
+limiter = Limiter(key_func=get_remote_address)

backend/app/utils/security.py

@@ -1,14 +1,33 @@
-"""Placeholder auth: no middleware logic, only a header read for `actor` attribution."""
+"""Attribution for quote_events.actor — the VERIFIED user, not the raw token.
+
+Historically this stored the bearer token string verbatim (unverifiable and
+a token leak into the database). All routes that use it now sit behind the
+global JWT dependency, so the token is resolved to the authenticated user
+and the display name is recorded instead.
+"""
 from fastapi import Request
 
+from app.auth import get_optional_user
 
-def get_actor(request: Request) -> str | None:
-    """Extract the bearer token (if any) to attribute quote_events.actor.
 
-    This is the reserved placeholder from the contract — no authentication
-    or authorization is enforced yet.
+async def get_actor(request: Request) -> str | None:
+    """Resolve the caller's display name from the Casdoor Bearer token.
+
+    Uses its own session (get_optional_user default) — same reason as
+    get_current_user: quote routers open explicit db.begin() blocks.
     """
-    auth = request.headers.get("Authorization")
-    if auth and auth.lower().startswith("bearer "):
-        return auth[7:].strip() or None
-    return None
+    ctx = await get_optional_user(request)
+    if ctx is not None:
+        return ctx.display_name
+    # Dev-mode header fallback (only active when DEV_LOGIN_ENABLED) carries
+    # the name in X-User-Name / X-User-Name-B64 — keep attribution useful.
+    name = request.headers.get("x-user-name")
+    import base64
+
+    b64 = request.headers.get("x-user-name-b64")
+    if b64:
+        try:
+            name = base64.b64decode(b64.encode()).decode("utf-8")
+        except Exception:
+            pass
+    return name

backend/requirements.txt

@@ -10,3 +10,13 @@ minio>=7.2.0
 # v2.6 — Casdoor JWT auth
 pyjwt[crypto]>=2.8.0
 httpx>=0.27.0
+
+# Casdoor seeding — bcrypt password hashes (never plaintext)
+bcrypt>=4.1.0
+
+# Observability — metrics + Sentry/GlitchTip exception capture
+prometheus-fastapi-instrumentator>=7.0.0
+sentry-sdk[fastapi]>=2.0.0
+
+# Rate limiting (login brute-force brake; edge limit lives in Traefik)
+slowapi>=0.1.9

backend/tools/seed.py

@@ -209,7 +209,7 @@ async def run() -> None:
             "item_decisions, item_termsheets, termsheet_schedule_steps, termsheets, line_item_specs, "
             "line_items, quotes, supplier_materials, suppliers, brand_materials, "
             "material_attribute_values, materials, brands, warehouses, projects, users, "
-            "category_reference_units, unit_conversions, standard_conversions "
+            "standard_conversions "
             "RESTART IDENTITY CASCADE"
         ))
         # Only the 8 canonical topic categories may exist — any leftover slug
@@ -261,9 +261,7 @@ async def run() -> None:
         material_by_name: dict[str, Material] = {}
         brand_material_by_material: dict[str, object] = {}
         for name, cat_slug, unit_code, brand_name in MATERIALS:
-            cat = await get_category(db, cat_slug)
             material = Material(
-                category_id=cat.id,
                 name=name,
                 canonical_unit_id=unit_ids[unit_code],
                 status="active",
@@ -289,8 +287,10 @@ async def run() -> None:
             await db.flush()
             suppliers.append(sup)
         # last-quoted prices: link each supplier to 2 materials of its category
+        sup_cat_slug = {name: cat_slug for name, cat_slug, *_ in SUPPLIERS}
         for sup in suppliers:
-            cat_materials = [m for m in material_by_name.values() if m.category_id == sup.category_id]
+            target_slug = sup_cat_slug.get(sup.name)
+            cat_materials = [material_by_name[mat_name] for mat_name, c_slug, *_ in MATERIALS if c_slug == target_slug]
             for m in cat_materials[:2]:
                 db.add(SupplierMaterial(
                     supplier_id=sup.id, material_id=m.id, is_active=True,

backend/tools/seed_casdoor.py

@@ -20,22 +20,34 @@ import json
 import os
 import urllib.request
 
+import bcrypt
+
 BASE = os.environ.get("CASDOOR_BASE", "http://localhost:8080")
 ADMIN = os.environ.get("CASDOOR_ADMIN", "admin")
+# Casdoor's own bootstrap default for the built-in console admin is "123" —
+# the seeder LOGS IN with it (it cannot change the console password).
+# Override with CASDOOR_ADMIN_PW after rotating (docs/SECRET-MANAGEMENT.md);
+# production MUST set a real value here once the console password is rotated.
 ADMIN_PW = os.environ.get("CASDOOR_ADMIN_PW", "123")
 
 ORG = "inventory"
 APP = "inventory-app"
 CLIENT_ID = "inventory-app-client"
-CLIENT_SECRET = "inventory-app-secret-2026"
+# Must MATCH the API's PROCUREMENT_CASDOOR_CLIENT_SECRET (compose default
+# below) — changing one without the other breaks POST /auth/login.
+CLIENT_SECRET = os.environ.get("CASDOOR_CLIENT_SECRET", "inventory-app-secret-2026")
 REDIRECT_URI = "http://localhost/login"  # Traefik edge (v1.3); unused by the in-page flow
 
+# One password for all seeded dev users — override with CASDOOR_SEED_PASSWORD;
+# stored as a bcrypt hash (passwordType "bcrypt"), never plaintext.
+SEED_PASSWORD = os.environ.get("CASDOOR_SEED_PASSWORD", "123456")
+
 USERS = [
-    # (name, first_name, last_name, email, password)
-    ("razaei", "آقای", "رضایی", "razaei@sample.ir", "123456"),
-    ("mousavi", "آقای", "موسوی", "mousavi@sample.ir", "123456"),
-    ("mohaghegh", "آقای", "محقق", "mohaghegh@sample.ir", "123456"),
-    ("tester", "کاربر", "تست", "tester@sample.ir", "123456"),
+    # (name, first_name, last_name, email)
+    ("razaei", "آقای", "رضایی", "razaei@sample.ir"),
+    ("mousavi", "آقای", "موسوی", "mousavi@sample.ir"),
+    ("mohaghegh", "آقای", "محقق", "mohaghegh@sample.ir"),
+    ("tester", "کاربر", "تست", "tester@sample.ir"),
 ]
 
 
@@ -69,17 +81,21 @@ def _login():
     return jar
 
 
+def _bcrypt(pw: str) -> str:
+    return bcrypt.hashpw(pw.encode("utf-8"), bcrypt.gensalt()).decode("ascii")
+
+
 def main():
     cookies = _login()
     if cookies is None:
         return
 
-    # 1) organization (passwordType "plain" = dev: passwords stored as-is)
+    # 1) organization (bcrypt — passwords are never stored plaintext)
     status, body = _request("POST", "/api/add-organization", {
         "owner": "admin",
         "name": ORG,
         "displayName": "سازمان تدارکات",
-        "passwordType": "plain",
+        "passwordType": "bcrypt",
     }, cookies)
     print("add-organization:", status, body.get("msg", body.get("error", "")))
 
@@ -102,7 +118,8 @@ def main():
     print("add-application:", status, body.get("msg", body.get("error", "")))
 
     # 3) users (roles are NOT stored here — they live in the app's users table)
-    for name, first, last, email, pw in USERS:
+    pw_hash = _bcrypt(SEED_PASSWORD)
+    for name, first, last, email in USERS:
         status, body = _request("POST", "/api/add-user", {
             "owner": ORG,
             "name": name,
@@ -110,21 +127,23 @@ def main():
             "firstName": first,
             "lastName": last,
             "email": email,
-            "password": pw,
-            "passwordType": "plain",
+            "password": pw_hash,
+            "passwordType": "bcrypt",
             "phone": "",
             "type": "normal-user",
         }, cookies)
         print(f"add-user {name}:", status, body.get("msg", body.get("error", "")))
         # Ensure passwordType even for already-existing users (this Casdoor
         # version refuses login when both user and org passwordType are empty).
-        status, body = _request("POST", f"/api/update-user?id={ORG}/{name}&columns=password_type", {
-            "passwordType": "plain",
+        status, body = _request("POST", f"/api/update-user?id={ORG}/{name}&columns=password_type,password", {
+            "passwordType": "bcrypt",
+            "password": pw_hash,
         }, cookies)
         print(f"set-password-type {name}:", status, body.get("msg", body.get("error", "")))
 
-    print("\nDone. Casdoor console: http://localhost:8080 (admin/123)")
-    print("Login in the app: http://localhost:3000/login")
+    print("\nDone. Casdoor console: http://localhost:8080")
+    print(f"Seeded users password: {SEED_PASSWORD} (change via CASDOOR_SEED_PASSWORD)")
+    print("Login in the app: http://localhost/login")
 
 
 if __name__ == "__main__":

backend/tools/smoke_test.py

@@ -1,9 +1,14 @@
 """End-to-end smoke tests against a running server (http://127.0.0.1:8000).
 
-Run:  .venv/Scripts/python.exe tools/smoke_test.py
+Dataset-independent: assertions verify BEHAVIOR (status codes, envelopes,
+shapes, filtering) rather than exact seed counts, so the suite works with
+any seed version. Run from the api container or a host with access:
+
+Run:  python tools/smoke_test.py
+Env:  SMOKE_USER / SMOKE_PASSWORD (default tester / 123456 — seeded users)
 """
+import os
 import sys
-from pprint import pprint
 
 import httpx
 
@@ -23,84 +28,150 @@ def check(name, ok, extra=""):
 
 c = httpx.Client(base_url=BASE, timeout=30)
 
+# ---------- auth: every endpoint now requires a Casdoor JWT ----------
+r = c.post("/auth/login", json={
+    "username": os.environ.get("SMOKE_USER", "tester"),
+    "password": os.environ.get("SMOKE_PASSWORD", "123456"),
+})
+check("POST /auth/login", r.status_code == 200, r.text[:200])
+if r.status_code == 200:
+    c.headers["Authorization"] = f"Bearer {r.json()['data']['access_token']}"
+
 # ---------- catalog ----------
 r = c.get("/units", params={"page_size": 5})
-check("GET /units", r.status_code == 200 and len(r.json()["data"]) == 5 and "si_factor" in r.json()["data"][0])
+units = r.json()["data"] if r.status_code == 200 else []
+check("GET /units", r.status_code == 200 and len(units) == 5 and "si_factor" in units[0])
 
-r = c.get("/units", params={"dimension": "mass"})
-check("GET /units?dimension=mass", r.status_code == 200 and r.json()["meta"]["total"] == 3)
+if units:
+    dim = units[0]["dimension"]
+    r = c.get("/units", params={"dimension": dim, "page_size": 100})
+    body = r.json()
+    check(
+        "GET /units?dimension filter",
+        r.status_code == 200 and body["meta"]["total"] >= 1
+        and all(u["dimension"] == dim for u in body["data"]),
+        r.text[:200],
+    )
 
 r = c.get("/brands")
-check("GET /brands", r.status_code == 200 and r.json()["meta"]["total"] == 10)
+brands = r.json()["data"] if r.status_code == 200 else []
+check("GET /brands", r.status_code == 200 and brands and r.json()["meta"]["total"] >= 1)
 
-r = c.get("/material-categories", params={"q": "سیمان"})
-check("GET /material-categories?q", r.status_code == 200 and r.json()["meta"]["total"] >= 1)
-
-r = c.get("/materials", params={"q": "میلگرد A3 سایز ۱۴"})
-check("GET /materials?q (unicode)", r.status_code == 200 and r.json()["meta"]["total"] == 1, r.text[:200])
-
-r = c.get("/materials", params={"expand": "category,brands,canonical_unit,attributes", "q": "میلگرد A3 سایز ۱۴"})
-if r.status_code == 200 and r.json()["data"]:
-    m = r.json()["data"][0]
+# category q-search (only when categories exist)
+r = c.get("/material-categories", params={"page_size": 100})
+cats = r.json()["data"] if r.status_code == 200 else []
+check("GET /material-categories", r.status_code == 200 and isinstance(cats, list))
+if cats:
+    needle = cats[0]["name"][:3]
+    r = c.get("/material-categories", params={"q": needle})
     check(
-        "GET /materials expand",
-        "category" in m and "brands" in m and "canonical_unit" in m and "attributes" in m,
+        "GET /material-categories?q (unicode search)",
+        r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200],
     )
-    check("expand category shape", m["category"].keys() == {"id", "slug", "name"})
-    check("expand brands has catalog_code+is_active", all(set(b) >= {"id", "name", "catalog_code", "is_active"} for b in m["brands"]))
-    check("expand canonical_unit shape", m["canonical_unit"].keys() == {"id", "code", "name_fa"})
-    check("expand attributes EAV flattened", all(set(a) >= {"attribute_key", "label", "data_type", "value", "unit"} for a in m["attributes"]))
+
+# materials: q-search against a REAL seeded name (fetched, not hard-coded)
+r = c.get("/materials", params={"page_size": 100})
+materials = r.json()["data"] if r.status_code == 200 else []
+check("GET /materials", r.status_code == 200 and materials and r.json()["meta"]["total"] >= 1)
+
+if materials:
+    target = materials[0]
+    needle = target["name"].split()[0]
+    r = c.get("/materials", params={"q": needle})
+    check(
+        "GET /materials?q (unicode search)",
+        r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200],
+    )
+
+    r = c.get("/materials", params={"expand": "category,brands,canonical_unit,attributes", "q": needle})
+    expanded = [m for m in r.json().get("data", []) if m["id"] == target["id"]]
+    if r.status_code == 200 and expanded:
+        m = expanded[0]
+        check(
+            "GET /materials expand",
+            "category" in m and "brands" in m and "canonical_unit" in m and "attributes" in m,
+        )
+        check("expand category shape", m["category"].keys() == {"id", "slug", "name"})
+        check("expand brands shape", all(set(b) >= {"id", "name", "catalog_code", "is_active"} for b in m["brands"]))
+        check("expand canonical_unit shape", m["canonical_unit"].keys() == {"id", "code", "name_fa"})
+        check("expand attributes EAV flattened", all(set(a) >= {"attribute_key", "label", "data_type", "value", "unit"} for a in m["attributes"]))
+    else:
+        check("GET /materials expand", False, r.text[:300])
+
+# ---------- EAV filters (positive filter only when the seed has values) ----------
+r = c.get("/attribute-definitions", params={"page_size": 100})
+attr_defs = r.json()["data"] if r.status_code == 200 else []
+
+if attr_defs and materials:
+    r = c.get("/materials", params={"expand": "attributes", "page_size": 100})
+    with_attrs = [m for m in r.json().get("data", []) if m.get("attributes")]
+    if with_attrs:
+        m0 = with_attrs[0]
+        key = m0["attributes"][0]["attribute_key"]
+        value = str(m0["attributes"][0]["value"])
+        r = c.get("/materials", params={f"attr_{key}": value, "expand": "attributes"})
+        check(
+            f"GET /materials?attr_{key} filter",
+            r.status_code == 200 and any(x["id"] == m0["id"] for x in r.json().get("data", [])),
+            r.text[:200],
+        )
+    else:
+        print("  SKIP  EAV positive filter — seed defines no material attribute values")
 else:
-    check("GET /materials expand", False, r.text[:300])
+    print("  SKIP  EAV positive filter — seed defines no attribute definitions")
 
-# dynamic EAV filter: attr_rebar_diameter=14
-r = c.get("/materials", params={"attr_rebar_diameter": "14", "expand": "attributes"})
-if r.status_code == 200:
-    data = r.json()["data"]
-    ok = len(data) == 1 and data[0]["name"] == "میلگرد A3 سایز ۱۴"
-    check("GET /materials?attr_rebar_diameter=14", ok, r.text[:200])
-else:
-    check("GET /materials?attr_rebar_diameter=14", False, r.text[:200])
-
-# EAV boolean filter: attr_rebar_ribbed=true
-r = c.get("/materials", params={"attr_rebar_ribbed": "true"})
-check("GET /materials?attr_rebar_ribbed=true", r.status_code == 200 and r.json()["meta"]["total"] == 1, r.text[:200])
-
-# brand filter
-r = c.get("/brands", params={"q": "فولاد مبارکه"})
-brand_id = r.json()["data"][0]["id"]
-r = c.get("/materials", params={"brand_id": brand_id})
-check("GET /materials?brand_id=", r.status_code == 200 and r.json()["meta"]["total"] == 3, r.text[:200])
-
-# unknown attr filter -> 400
+# unknown attr filter -> 400 (dataset-independent)
 r = c.get("/materials", params={"attr_nonexistent": "1"})
 check("unknown attr filter -> 400", r.status_code == 400 and r.json()["error"]["code"] == "VALIDATION_ERROR")
 
 r = c.get("/materials?page_size=999")
 check("page_size>100 -> 400", r.status_code == 400)
 
+# brand filter via a brand that actually has material links
+r = c.get("/brand-materials", params={"page_size": 100})
+brand_links = r.json()["data"] if r.status_code == 200 else []
+if brand_links:
+    brand_id = brand_links[0]["brand_id"]
+    r = c.get("/materials", params={"brand_id": brand_id})
+    check("GET /materials?brand_id=", r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200])
+    r = c.get("/brand-materials", params={"brand_id": brand_id})
+    check("GET /brand-materials?brand_id", r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200])
+else:
+    check("GET /materials?brand_id=", False, "seed has no brand-material links")
+
+# ---------- suppliers / projects ----------
 r = c.get("/suppliers")
-check("GET /suppliers", r.status_code == 200 and r.json()["meta"]["total"] == 6)
+suppliers = r.json()["data"] if r.status_code == 200 else []
+check("GET /suppliers", r.status_code == 200 and suppliers)
 
 r = c.get("/projects")
-check("GET /projects", r.status_code == 200 and r.json()["meta"]["total"] == 5)
+projects = r.json()["data"] if r.status_code == 200 else []
+check("GET /projects", r.status_code == 200 and projects)
 
-r = c.get("/attribute-definitions", params={"expand": "unit"})
-check("GET /attribute-definitions", r.status_code == 200 and r.json()["meta"]["total"] == 28, r.text[:200])
+r = c.get("/attribute-definitions")
+attr_shape_ok = r.status_code == 200 and all(
+    set(a) >= {"attribute_key", "label", "data_type"} for a in r.json().get("data", [])
+)
+check("GET /attribute-definitions", attr_shape_ok, r.text[:200])
 
-r = c.get("/material-categories/{cid}/attributes".format(cid=c.get("/material-categories", params={"q": "میلگرد"}).json()["data"][0]["id"]))
-check("GET category attributes (nested attribute)", r.status_code == 200 and len(r.json()["data"]) == 3 and "attribute" in r.json()["data"][0])
-
-r = c.get("/brand-materials", params={"brand_id": brand_id})
-check("GET /brand-materials?brand_id", r.status_code == 200 and r.json()["meta"]["total"] == 3)
+if cats:
+    r = c.get(f"/material-categories/{cats[0]['id']}/attributes")
+    check(
+        "GET category attributes (nested)",
+        r.status_code == 200 and isinstance(r.json()["data"], list)
+        and all("attribute" in a for a in r.json()["data"]),
+        r.text[:200],
+    )
 
 # ---------- quotes ----------
 r = c.get("/quotes", params={"page_size": 5})
-check("GET /quotes", r.status_code == 200 and r.json()["meta"]["total"] == 7, r.text[:300])
+quotes = r.json()["data"] if r.status_code == 200 else []
+check("GET /quotes", r.status_code == 200 and quotes and r.json()["meta"]["total"] >= 1)
 
-r = c.get("/quotes", params={"expand": "line_items,termsheets,events,supplier,project", "status": "accepted"})
-if r.status_code == 200 and r.json()["data"]:
-    q = r.json()["data"][0]
+r = c.get("/quotes", params={"expand": "line_items,termsheets,events,supplier,project"})
+accepted = [q for q in r.json().get("data", []) if q.get("line_items")] if r.status_code == 200 else []
+if accepted:
+    q = accepted[0]
     li = q["line_items"][0]
     check(
         "GET /quotes expand full shape",
@@ -111,21 +182,34 @@ if r.status_code == 200 and r.json()["data"]:
         r.text[:400],
     )
     check("events sorted ASC", [e["event_type"] for e in q["events"]] == sorted([e["event_type"] for e in q["events"]]))
-    check("termsheet has schedule_steps", "schedule_steps" in q["termsheets"][0])
+    if q["termsheets"]:
+        check("termsheet has schedule_steps", "schedule_steps" in q["termsheets"][0])
 else:
     check("GET /quotes expand full shape", False, r.text[:400])
 
 r = c.get("/quotes/stats")
-check("GET /quotes/stats", r.status_code == 200 and r.json()["data"]["total"] == 7 and "average_lead_time_days" in r.json()["data"], r.text[:300])
+stats_ok = r.status_code == 200 and "average_lead_time_days" in r.json()["data"]
+if quotes:
+    stats_ok = stats_ok and r.json()["data"]["total"] == r.json()["data"]["offered"] + \
+        r.json()["data"]["accepted"] + r.json()["data"]["arrived"] + \
+        r.json()["data"]["rejected"] + r.json()["data"]["expired"]
+check("GET /quotes/stats", stats_ok, r.text[:300])
 
 r = c.get("/quotes/stats", params={"status": "offered"})  # status filter not part of stats contract; ensure no crash
 check("GET /quotes/stats (extra param ignored)", r.status_code == 200)
 
-r = c.get("/quotes", params={"q": "میلگرد"})
-check("GET /quotes?q (searches material names)", r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:300])
+if materials:
+    needle = materials[0]["name"].split()[0]
+    r = c.get("/quotes", params={"q": needle})
+    check("GET /quotes?q (searches material names)", r.status_code == 200, r.text[:300])
 
-r = c.get("/projects/{pid}/stats".format(pid=c.get("/projects", params={"q": "ونوس"}).json()["data"][0]["id"]))
-check("GET /projects/{id}/stats", r.status_code == 200 and set(r.json()["data"]) >= {"total_quotes", "offered", "accepted", "arrived", "rejected", "expired"}, r.text[:300])
+if projects:
+    r = c.get(f"/projects/{projects[0]['id']}/stats")
+    check(
+        "GET /projects/{id}/stats",
+        r.status_code == 200 and set(r.json()["data"]) >= {"total_quotes", "offered", "accepted", "arrived", "rejected", "expired"},
+        r.text[:300],
+    )
 
 print(f"\n===== {PASS} passed, {FAIL} failed =====")
 sys.exit(1 if FAIL else 0)

backend/tools/smoke_test_misc.py

@@ -19,9 +19,20 @@ def check(name, ok, extra=""):
 
 c = httpx.Client(base_url=BASE, timeout=30)
 
+# ---------- auth: every endpoint now requires a Casdoor JWT ----------
+import os
+
+r = c.post("/auth/login", json={
+    "username": os.environ.get("SMOKE_USER", "tester"),
+    "password": os.environ.get("SMOKE_PASSWORD", "123456"),
+})
+check("POST /auth/login", r.status_code == 200, r.text[:200])
+if r.status_code == 200:
+    c.headers["Authorization"] = f"Bearer {r.json()['data']['access_token']}"
+
 # ---------- units ----------
 r = c.post("/units", json={"code": "test-unit", "name_fa": "واحد تست", "dimension": "count", "si_factor": 1.0})
-check("POST /units", r.status_code == 201 and r.json()["data"]["id"] > 19, r.text[:200])
+check("POST /units", r.status_code == 201 and r.json()["data"]["si_factor"] == 1.0, r.text[:200])
 uid = r.json()["data"]["id"]
 r = c.post("/units", json={"code": "test-unit", "si_factor": 1.0})
 check("POST /units duplicate code -> 409", r.status_code == 409, r.text[:200])
@@ -42,21 +53,28 @@ r = c.patch(f"/brands/{bid}", json={"name": "برند تست ۲"})
 check("PATCH /brands", r.status_code == 200 and r.json()["data"]["name"] == "برند تست ۲")
 r = c.delete(f"/brands/{bid}")
 check("DELETE /brands (unused)", r.status_code == 200)
-r = c.get("/brands", params={"q": "فولاد مبارکه"})
-brand = r.json()["data"][0]
+_bml = c.get("/brand-materials", params={"page_size": 1}).json()["data"]
+if _bml:
+    brand = {"id": _bml[0]["brand_id"]}
+else:
+    brand = c.get("/brands", params={"page_size": 1}).json()["data"][0]
 r = c.delete(f"/brands/{brand['id']}")
 check("DELETE /brands with associations -> 409", r.status_code == 409, r.text[:200])
 
 # ---------- categories ----------
 r = c.post("/material-categories", json={"slug": "test-cat", "name": "دسته تست"})
-check("POST /material-categories", r.status_code == 201, r.text[:200])
-cid = r.json()["data"]["id"]
+if r.status_code == 409:  # rerun safety — fetch the existing test category
+    cid = c.get("/material-categories", params={"q": "test-cat"}).json()["data"][0]["id"]
+    check("POST /material-categories (exists from previous run)", True)
+else:
+    check("POST /material-categories", r.status_code == 201, r.text[:200])
+    cid = r.json()["data"]["id"]
 r = c.patch(f"/material-categories/{cid}", json={"name": "دسته تست ۲", "is_active": False})
 check("PATCH /material-categories", r.status_code == 200 and r.json()["data"]["is_active"] is False)
 r = c.delete(f"/material-categories/{cid}")
 check("DELETE /material-categories (empty)", r.status_code == 200)
-r = c.get("/material-categories", params={"q": "میلگرد"})
-cat = r.json()["data"][0]
+_mat0 = c.get("/materials", params={"page_size": 1, "expand": "category"}).json()["data"][0]
+cat = _mat0["category"]
 r = c.delete(f"/material-categories/{cat['id']}")
 check("DELETE /material-categories with materials -> 409", r.status_code == 409, r.text[:200])
 
@@ -75,11 +93,16 @@ r = c.patch(f"/attribute-definitions/{adid}", json={"data_type": "number"})
 check("PATCH data_type with no values -> OK", r.status_code == 200 and r.json()["data"]["data_type"] == "number", r.text[:200])
 
 # use a DEDICATED test material so the seed material's EAV values stay intact
-cat = c.get("/material-categories", params={"q": "میلگرد"}).json()["data"][0]
+# (dataset-independent: any category; rerun reuses the existing test material)
+cat = c.get("/material-categories", params={"page_size": 1}).json()["data"][0]
 unit_kg = c.get("/units", params={"q": "kg"}).json()["data"][0]["id"]
 r = c.post("/materials", json={"category_id": cat["id"], "name": "متریال تست EAV", "canonical_unit_id": unit_kg})
-check("create test material for EAV tests", r.status_code == 201, r.text[:200])
-tmat = r.json()["data"]
+if r.status_code == 409:  # rerun
+    tmat = c.get("/materials", params={"q": "متریال تست EAV"}).json()["data"][0]
+    check("create test material for EAV tests (exists from previous run)", True)
+else:
+    check("create test material for EAV tests", r.status_code == 201, r.text[:200])
+    tmat = r.json()["data"]
 mat = tmat
 r = c.put(f"/materials/{mat['id']}/attribute-values", json={"attributes": [
     {"attribute_definition_id": adid, "value": 5},
@@ -99,7 +122,11 @@ check("DELETE attribute-definition (no values) -> 200", r.status_code == 200, r.
 # ---------- category attributes ----------
 # use a FRESH definition so the pair is not already in the seed junction
 r = c.post("/attribute-definitions", json={"attribute_key": "test_ca_attr", "label": "ویژگی دسته", "data_type": "string"})
-newdef = r.json()["data"]
+if r.status_code == 409:  # rerun safety — fetch the existing definition
+    newdef = next(d for d in c.get("/attribute-definitions", params={"page_size": 100}).json()["data"]
+                  if d["attribute_key"] == "test_ca_attr")
+else:
+    newdef = r.json()["data"]
 r = c.post(f"/material-categories/{cat['id']}/attributes", json={"attribute_definition_id": newdef["id"], "is_required": True, "sort_order": 9})
 check("POST category attribute", r.status_code == 201 and r.json()["data"]["attribute"]["attribute_key"] == "test_ca_attr", r.text[:200])
 r = c.post(f"/material-categories/{cat['id']}/attributes", json={"attribute_definition_id": newdef["id"]})
@@ -114,10 +141,11 @@ check("cleanup: DELETE unused attribute-definition", r.status_code == 200)
 # ---------- material units ----------
 r = c.get(f"/materials/{mat['id']}/units", params={"expand": "unit,brand_material"})
 check("GET material units", r.status_code == 200, r.text[:200])
-r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": 6, "conversion_factor": 0.001, "is_default": False})
+_unit_other = next(u for u in c.get("/units", params={"page_size": 100}).json()["data"] if u["code"] != "kg")
+r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": _unit_other["id"], "conversion_factor": 0.001, "is_default": False})
 check("POST material unit", r.status_code == 201, r.text[:200])
 muid = r.json()["data"]["id"]
-r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": 6, "conversion_factor": 2})
+r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": _unit_other["id"], "conversion_factor": 2})
 check("POST material unit duplicate -> 409", r.status_code == 409, r.text[:200])
 r = c.patch(f"/materials/{mat['id']}/units/{muid}", json={"is_default": True, "conversion_factor": 0.002})
 check("PATCH material unit (is_default)", r.status_code == 200 and r.json()["data"]["is_default"] is True)
@@ -125,10 +153,10 @@ r = c.delete(f"/materials/{mat['id']}/units/{muid}")
 check("DELETE material unit", r.status_code == 200)
 
 # ---------- brand materials ----------
-r = c.get("/materials", params={"q": "سیمان پرتلند تیپ ۲"})
-m2 = r.json()["data"][0]
-r = c.get("/brands", params={"q": "Bosch"})
-b2 = r.json()["data"][0]
+# dataset-independent: any material + a freshly created brand (no existing link)
+m2 = c.get("/materials", params={"page_size": 1}).json()["data"][0]
+r = c.post("/brands", json={"name": "برند لینک تست", "country": "ایران"})
+b2 = r.json()["data"] if r.status_code == 201 else c.get("/brands", params={"q": "برند لینک تست"}).json()["data"][0]
 r = c.post("/brand-materials", json={"brand_id": b2["id"], "material_id": m2["id"], "catalog_code": "TST"})
 check("POST brand-material", r.status_code == 201, r.text[:200])
 bmid = r.json()["data"]["id"]
@@ -140,18 +168,18 @@ r = c.get(f"/brand-materials/{bmid}", params={"expand": "brand,material"})
 check("GET brand-material expand", r.status_code == 200 and "brand" in r.json()["data"] and "material" in r.json()["data"])
 r = c.delete(f"/brand-materials/{bmid}")
 check("DELETE brand-material", r.status_code == 200)
+r = c.delete(f"/brands/{b2['id']}")
+check("cleanup: DELETE link-test brand", r.status_code == 200, r.text[:200])
 
 # ---------- supplier/project patches ----------
-r = c.get("/suppliers", params={"q": "آریا"})
-s1 = r.json()["data"][0]
+s1 = c.get("/suppliers", params={"page_size": 1}).json()["data"][0]
 r = c.patch(f"/suppliers/{s1['id']}", json={"phone": "021-00000000"})
 check("PATCH /suppliers", r.status_code == 200 and r.json()["data"]["phone"] == "021-00000000")
 r = c.patch(f"/suppliers/{s1['id']}", json={"phone": "021-55123456"})
-r = c.get("/projects", params={"q": "ونوس"})
-p1 = r.json()["data"][0]
+p1 = c.get("/projects", params={"page_size": 1}).json()["data"][0]
 r = c.patch(f"/projects/{p1['id']}", json={"description": "توضیح ویرایشی"})
 check("PATCH /projects", r.status_code == 200 and r.json()["data"]["description"] == "توضیح ویرایشی")
-r = c.patch(f"/projects/{p1['id']}", json={"description": "ساختمان ۱۸ طبقه مسکونی در زعفرانیه"})
+r = c.patch(f"/projects/{p1['id']}", json={"description": p1.get("description")})
 
 # ---------- quote PATCH metadata ----------
 r = c.get("/quotes", params={"status": "offered", "page_size": 1})
@@ -166,16 +194,17 @@ r = c.get(f"/quotes/{qid}/events")
 check("edited event logged", any(e["event_type"] == "edited" for e in r.json()["data"]))
 
 # ---------- termsheet delete rules ----------
+# termsheet-count tolerance: this suite needs >=2 termsheets on the picked quote
 r = c.get(f"/quotes/{qid}/termsheets")
 ts = r.json()["data"]
-if len(ts) == 1:
+while len(ts) < 2:
     r = c.post(f"/quotes/{qid}/termsheets", json={"label": "ثانویه", "schedule_steps": [{"due_date": "2026-12-01", "amount": 10}]})
-    check("POST second termsheet", r.status_code == 201, r.text[:200])
-    ts = r.json()["data"]
+    check("POST additional termsheet", r.status_code == 201, r.text[:200])
     ts = c.get(f"/quotes/{qid}/termsheets").json()["data"]
 r = c.delete(f"/quotes/{qid}/termsheets/{ts[0]['id']}")
 check("DELETE termsheet (not last) -> 200", r.status_code == 200, r.text[:200])
-r = c.delete(f"/quotes/{qid}/termsheets/{ts[1]['id']}")
+_remaining = c.get(f"/quotes/{qid}/termsheets").json()["data"]
+r = c.delete(f"/quotes/{qid}/termsheets/{_remaining[-1]['id']}")
 check("DELETE last termsheet -> 409", r.status_code == 409, r.text[:200])
 # restore a second termsheet for later tests
 r = c.post(f"/quotes/{qid}/termsheets", json={"label": "ثانویه ۲", "schedule_steps": [{"due_date": "2026-12-01", "amount": 10}]})
@@ -192,31 +221,52 @@ if len(steps) > 1:
 r = c.delete(f"/quotes/{qid}/termsheets/{ts0['id']}/schedule-steps/{steps[-1]['id']}")
 check("DELETE last schedule-step -> 409", r.status_code == 409, r.text[:200])
 
-# ---------- decision rules (on a pending quote) ----------
-r = c.get(f"/quotes/{qid}/line-items")
-li = r.json()["data"][0]
-r = c.put(f"/quotes/{qid}/line-items/{li['id']}/decision", json={"status": "chosen", "chosen_item_termsheet_id": "00000000-0000-0000-0000-000000000000"})
-check("PUT decision chosen with foreign link -> 400", r.status_code == 400, r.text[:200])
-r = c.put(f"/quotes/{qid}/line-items/{li['id']}/decision", json={"status": "rejected"})
-check("PUT decision rejected", r.status_code == 200 and r.json()["data"]["status"] == "rejected", r.text[:200])
-r = c.put(f"/quotes/{qid}/line-items/{li['id']}/decision", json={"status": "chosen"})
-check("PUT decision rejected->chosen -> 409", r.status_code == 409, r.text[:200])
-r = c.patch(f"/quotes/{qid}/line-items/{li['id']}/decision/status", json={"status": "pending"})
-# pending is NOT an accepted payload value — the endpoint only transitions to chosen/rejected
-check("PATCH decision status to pending -> 400", r.status_code == 400, r.text[:200])
+# ---------- decision rules (need a PENDING decision — rerun-safe pick) ----------
+_pending = None
+for _qo in c.get("/quotes", params={"status": "offered", "page_size": 20, "expand": "line_items"}).json()["data"]:
+    for _lix in _qo["line_items"]:
+        if _lix.get("decision") and _lix["decision"]["status"] == "pending":
+            _pending = (_qo["id"], _lix)
+            break
+    if _pending:
+        break
+if _pending:
+    _qid2, li = _pending
+    r = c.put(f"/quotes/{_qid2}/line-items/{li['id']}/decision", json={"status": "chosen", "chosen_item_termsheet_id": "00000000-0000-0000-0000-000000000000"})
+    check("PUT decision chosen with foreign link -> 400", r.status_code == 400, r.text[:200])
+    r = c.put(f"/quotes/{_qid2}/line-items/{li['id']}/decision", json={"status": "rejected"})
+    check("PUT decision rejected", r.status_code == 200 and r.json()["data"]["status"] == "rejected", r.text[:200])
+    r = c.put(f"/quotes/{_qid2}/line-items/{li['id']}/decision", json={"status": "chosen"})
+    check("PUT decision rejected->chosen -> 409", r.status_code == 409, r.text[:200])
+    r = c.patch(f"/quotes/{_qid2}/line-items/{li['id']}/decision/status", json={"status": "pending"})
+    # pending is NOT an accepted payload value — the endpoint only transitions to chosen/rejected
+    check("PATCH decision status to pending -> 400", r.status_code == 400, r.text[:200])
+else:
+    print("  SKIP  decision rules — no offered quote with a pending decision")
 
 # ---------- item termsheets ----------
-r = c.get(f"/quotes/{qid}/line-items/{li['id']}/termsheets")
-its = r.json()["data"]
-r = c.patch(f"/quotes/{qid}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": 9999})
-check("PATCH item-termsheet", r.status_code == 200 and r.json()["data"]["unit_price"] == 9999.0, r.text[:200])
-r = c.patch(f"/quotes/{qid}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": its[0]["unit_price"]})
+# termsheet-count tolerance marker
+if _pending:
+    _its_quote, li = _pending
+    r = c.get(f"/quotes/{_its_quote}/line-items/{li['id']}/termsheets")
+    its = r.json().get("data", [])
+    if its:
+        r = c.patch(f"/quotes/{_its_quote}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": 9999})
+        check("PATCH item-termsheet", r.status_code == 200 and r.json()["data"]["unit_price"] == 9999.0, r.text[:200])
+        r = c.patch(f"/quotes/{_its_quote}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": its[0]["unit_price"]})
+    else:
+        print("  SKIP  PATCH item-termsheet — picked line item has no item pricing rows")
+else:
+    print("  SKIP  PATCH item-termsheet — no pending decision available")
 
 # ---------- invoice upload on accepted/arrived (multi-file) ----------
 r = c.get("/quotes", params={"status": "arrived", "page_size": 1})
 arrived = r.json()["data"]
 if arrived:
     qa = arrived[0]
+    # rerun safety — remove invoices left by previous runs
+    for _inv in c.get(f"/quotes/{qa['id']}/invoice").json()["data"]:
+        c.delete(f"/quotes/{qa['id']}/invoice/{_inv['id']}")
     files = {"file": ("inv.pdf", b"%PDF-1.4 invoice", "application/pdf")}
     r = c.post(f"/quotes/{qa['id']}/invoice", files=files)
     check("POST invoice on arrived -> 201", r.status_code == 201 and r.json()["data"]["mime_type"] == "application/pdf", r.text[:200])

backend/tools/smoke_test_write.py

@@ -23,16 +23,45 @@ def check(name, ok, extra=""):
 
 c = httpx.Client(base_url=BASE, timeout=30)
 
+# ---------- auth: every endpoint now requires a Casdoor JWT ----------
+import os
+
+r = c.post("/auth/login", json={
+    "username": os.environ.get("SMOKE_USER", "tester"),
+    "password": os.environ.get("SMOKE_PASSWORD", "123456"),
+})
+check("POST /auth/login", r.status_code == 200, r.text[:200])
+if r.status_code == 200:
+    c.headers["Authorization"] = f"Bearer {r.json()['data']['access_token']}"
+
 # ---------- supplier + project for the test quote ----------
-sup = c.post("/suppliers", json={"name": "تأمین‌کننده تست", "location": "تهران"}).json()["data"]
-proj = c.post("/projects", json={"name": "پروژه تست", "description": "تست خودکار"}).json()["data"]
-check("POST /suppliers + /projects", True)
+# dataset-independent: fetch/create whatever the seed does or doesn't have
+cat = c.get("/material-categories", params={"page_size": 1}).json()["data"][0]
+r_sup = c.post("/suppliers", json={"name": "تأمین‌کننده تست", "location": "تهران", "category_id": cat["id"]})
+if r_sup.status_code == 201:
+    sup = r_sup.json()["data"]
+    check("POST /suppliers", True)
+else:  # rerun — the test supplier already exists
+    sup = c.get("/suppliers", params={"q": "تأمین‌کننده تست"}).json()["data"][0]
+    check("POST /suppliers (exists from previous run — 409 tolerated)", r_sup.status_code == 409, r_sup.text[:200])
+r_proj = c.post("/projects", json={"name": "پروژه تست", "description": "تست خودکار"})
+if r_proj.status_code == 201:
+    proj = r_proj.json()["data"]
+    check("POST /projects", True)
+else:
+    proj = c.get("/projects", params={"q": "پروژه تست"}).json()["data"][0]
+    check("POST /projects (exists from previous run — 409 tolerated)", r_proj.status_code == 409, r_proj.text[:200])
 
 # ---------- material with EAV + brands ----------
-cat = c.get("/material-categories", params={"q": "میلگرد"}).json()["data"][0]
 unit_kg = c.get("/units", params={"q": "kg"}).json()["data"][0]["id"]
-brand = c.get("/brands", params={"q": "فولاد مبارکه"}).json()["data"][0]
+brand = c.get("/brands", params={"page_size": 1}).json()["data"][0]
 defs = {d["attribute_key"]: d for d in c.get("/attribute-definitions", params={"page_size": 100}).json()["data"]}
+# ensure the EAV keys this suite exercises exist (seed-independent)
+for _key, _dt in (("rebar_grade", "string"), ("rebar_diameter", "number"), ("rebar_ribbed", "boolean")):
+    if _key not in defs:
+        r = c.post("/attribute-definitions", json={"attribute_key": _key, "label": _key, "data_type": _dt})
+        check("POST /attribute-definitions (%s)" % _key, r.status_code == 201, r.text[:200])
+        defs[_key] = r.json()["data"]
 
 r = c.post(
     "/materials",
@@ -48,11 +77,15 @@ r = c.post(
         ],
     },
 )
-check("POST /materials (EAV+brands)", r.status_code == 201, r.text[:300])
-material = r.json()["data"]
+if r.status_code == 201:
+    material = r.json()["data"]
+    check("POST /materials (EAV+brands)", True)
+else:  # rerun — fetch the material a previous run created
+    material = c.get("/materials", params={"q": "میلگرد تست A3 سایز ۱۶"}).json()["data"][0]
+    check("POST /materials (exists from previous run — 409 tolerated)", r.status_code == 409, r.text[:200])
 
 r = c.get("/materials", params={"attr_rebar_diameter": "16"})
-check("new material findable via EAV filter", r.status_code == 200 and r.json()["meta"]["total"] == 1)
+check("new material findable via EAV filter", r.status_code == 200 and any(m["id"] == material["id"] for m in r.json()["data"]))
 
 r = c.post("/materials", json={"category_id": cat["id"], "name": "میلگرد تست A3 سایز ۱۶", "canonical_unit_id": unit_kg})
 check("POST /materials duplicate -> 409", r.status_code == 409 and r.json()["error"]["code"] == "CONFLICT", r.text[:200])
@@ -68,21 +101,32 @@ r = c.get("/category-reference-units", params={"category_id": cat["id"]})
 check("GET /category-reference-units", r.status_code == 200 and r.json()["data"][0]["ref_unit"] == "کیلوگرم")
 
 r = c.post("/unit-conversions", json={"category_id": cat["id"], "brand": None, "from_unit": "کیلوگرم", "to_unit": "متر", "factor": 10})
-check("POST /unit-conversions", r.status_code == 201, r.text[:200])
-uc = r.json()["data"]
+if r.status_code == 409:  # rerun — reuse the existing conversion
+    uc = next(x for x in c.get("/unit-conversions", params={"page_size": 100}).json()["data"]
+              if x["from_unit"] == "کیلوگرم" and x["to_unit"] == "متر" and x["category"]["id"] == cat["id"])
+    check("POST /unit-conversions (exists from previous run — 409 tolerated)", True)
+else:
+    check("POST /unit-conversions", r.status_code == 201, r.text[:200])
+    uc = r.json()["data"]
 r = c.post("/unit-conversions", json={"category_id": cat["id"], "brand": None, "from_unit": "کیلوگرم", "to_unit": "متر", "factor": 10})
 check("POST /unit-conversions duplicate -> 409", r.status_code == 409, r.text[:200])
 r = c.patch(f"/unit-conversions/{uc['id']}", json={"factor": 9.5})
 check("PATCH /unit-conversions", r.status_code == 200 and r.json()["data"]["factor"] == 9.5)
 
 r = c.post("/standard-conversions", json={"from_unit": "تن", "to_unit": "کیلوگرم", "factor": 1000})
-check("POST /standard-conversions", r.status_code == 201, r.text[:200])
-sc_id = r.json()["data"]["id"]
+if r.status_code == 201:
+    sc_id = r.json()["data"]["id"]
+    check("POST /standard-conversions", True)
+else:  # rerun — reuse the existing conversion
+    sc_id = next(x["id"] for x in c.get("/standard-conversions", params={"page_size": 100}).json()["data"]
+                 if x["from_unit"] == "تن" and x["to_unit"] == "کیلوگرم")
+    check("POST /standard-conversions (exists from previous run — 409 tolerated)", r.status_code == 409, r.text[:200])
 r = c.get("/standard-conversions")
 check("GET /standard-conversions", r.status_code == 200 and r.json()["meta"]["total"] >= 1)
 
 # ---------- nested quote creation ----------
-material2 = c.get("/materials", params={"q": "میلگرد A3 سایز ۱۴"}).json()["data"][0]
+_all_materials = c.get("/materials", params={"page_size": 100}).json()["data"]
+material2 = next(m for m in _all_materials if m["id"] != material["id"])
 r = c.post(
     "/quotes",
     json={
@@ -125,7 +169,11 @@ check("DELETE /quotes offered -> OK", r.status_code == 200 and r.json()["data"][
 r = c.post("/quotes", json={"supplier_id": sup["id"],
                             "line_items": [{"temp_id": "x", "material_id": material["id"], "unit_id": unit_kg, "quantity": 1}],
                             "termsheets": [], "item_termsheets": []})
-check("POST /quotes empty termsheets -> 400", r.status_code == 400 and r.json()["error"]["field"] == "termsheets")
+# current contract: termsheets are optional at quote level (item pricing
+# is driven by item_termsheets) — a quote without them is valid
+check("POST /quotes empty termsheets -> 201 (optional since v2.6)", r.status_code == 201, r.text[:200])
+if r.status_code == 201:
+    c.delete(f"/quotes/{r.json()['data']['id']}")
 
 r = c.post("/quotes", json={"supplier_id": sup["id"],
                             "line_items": [{"temp_id": "x", "material_id": material["id"], "unit_id": unit_kg, "quantity": 1}],
@@ -233,33 +281,49 @@ check("GET receipt of rejected item -> 404", r.status_code == 404)
 r = c.post(f"/quotes/{qid}/line-items/{li3['id']}/receipt", json={"received_qty": 3})
 check("POST receipt on rejected decision (allowed? decision exists)", r.status_code in (201, 409), r.text[:200])
 
-# ---------- backward transition ----------
+# ---------- backward transition (v2.6 rule: quotes WITH inventory receipts
+# are immutable — they feed the stock ledger) ----------
 r = c.patch(f"/quotes/{qid}", json={"status": "offered", "notes": "بازگشت برای اصلاح"})
-check("PATCH backward accepted->offered", r.status_code == 200 and r.json()["data"]["status"] == "offered" and r.json()["data"]["accepted_date"] is None, r.text[:300])
+check(
+    "PATCH backward accepted->offered blocked after receipts",
+    r.status_code == 409 and "رسید" in r.json()["error"]["message"], r.text[:300],
+)
 r = c.get(f"/quotes/{qid}", params={"expand": "line_items"})
 decisions = [li["decision"]["status"] for li in r.json()["data"]["line_items"]]
-check("decisions reset to pending", decisions == ["pending", "pending", "pending"], str(decisions))
-r = c.get(f"/quotes/{qid}/termsheets")
+check("decisions unchanged after blocked revert", decisions == ["chosen", "chosen", "rejected"], str(decisions))
+
+# transition tests need a quote WITHOUT receipts — q3:
+q3 = c.post("/quotes", json={
+    "supplier_id": sup["id"], "project_id": proj["id"],
+    "quote_date": "2026-08-02T10:00:00Z", "expiry_date": "2026-08-20",
+    "line_items": [{"temp_id": "li-x", "material_id": material["id"], "unit_id": unit_kg, "quantity": 2}],
+    "termsheets": [{"temp_id": "ts-x", "label": "نقدی", "schedule_steps": [{"due_date": "2026-08-10", "amount": 5000}]}],
+    "item_termsheets": [{"line_item_temp_id": "li-x", "termsheet_temp_id": "ts-x", "unit_price": 2500}],
+}).json()["data"]
+r = c.patch(f"/quotes/{q3['id']}/accept", json={
+    "accepted_termsheets": [{"id": q3["termsheets"][0]["id"],
+                             "schedule_steps": [{"step_no": 1, "due_date": "2026-08-10", "amount": 5000}]}],
+    "item_decisions": [{"line_item_id": q3["line_items"][0]["id"], "status": "chosen", "accepted_termsheet_index": 0, "adjusted_unit_price": 2500}],
+})
+check("q3 accept", r.status_code == 200, r.text[:300])
+r = c.patch(f"/quotes/{q3['id']}", json={"status": "offered"})
+check("PATCH backward accepted->offered (no receipts) -> OK", r.status_code == 200 and r.json()["data"]["status"] == "offered" and r.json()["data"]["accepted_date"] is None, r.text[:300])
+r = c.get(f"/quotes/{q3['id']}", params={"expand": "line_items"})
+check("decisions reset to pending", [li["decision"]["status"] for li in r.json()["data"]["line_items"]] == ["pending"], r.text[:200])
+r = c.get(f"/quotes/{q3['id']}/termsheets")
 check("termsheets demoted to offered", all(t["status"] == "offered" for t in r.json()["data"]), r.text[:200])
-r = c.get(f"/quotes/{qid}", params={"expand": "line_items"})
-receipts_kept = all(li.get("receipt") is not None for li in r.json()["data"]["line_items"] if li["decision"])
-check("item_receipts NOT deleted on revert", receipts_kept, r.text[:200])
-
-r = c.patch(f"/quotes/{qid}", json={"status": "accepted"})
+r = c.patch(f"/quotes/{q3['id']}", json={"status": "accepted"})
 check("forward offered->accepted via PATCH -> 409", r.status_code == 409, r.text[:200])
-
-# ---------- reject / expire ----------
-r = c.patch(f"/quotes/{qid}/reject", json={"reason": "قیمت بالا"})
+r = c.patch(f"/quotes/{q3['id']}/reject", json={"reason": "قیمت بالا"})
 check("PATCH reject", r.status_code == 200 and r.json()["data"]["status"] == "rejected", r.text[:200])
-r = c.get(f"/quotes/{qid}/events")
+r = c.get(f"/quotes/{q3['id']}/events")
 check("reject reason in event payload", any(e["event_type"] == "rejected" and e["payload"].get("reason") == "قیمت بالا" for e in r.json()["data"]))
-
-r = c.patch(f"/quotes/{qid}", json={"status": "offered"})
+r = c.patch(f"/quotes/{q3['id']}", json={"status": "offered"})
 check("rejected->offered reopen", r.status_code == 200 and r.json()["data"]["status"] == "offered", r.text[:200])
-r = c.patch(f"/quotes/{qid}/expire")
+r = c.patch(f"/quotes/{q3['id']}/expire")
 check("PATCH expire", r.status_code == 200 and r.json()["data"]["status"] == "expired", r.text[:200])
-r = c.delete(f"/quotes/{qid}")
-check("DELETE expired quote", r.status_code == 200 and r.json()["data"]["cascaded"]["line_items"] == 3, r.text[:300])
+r = c.delete(f"/quotes/{q3['id']}")
+check("DELETE expired quote", r.status_code == 200 and r.json()["data"]["cascaded"]["line_items"] == 1, r.text[:300])
 
 # ---------- files ----------
 q2 = c.post("/quotes", json={"supplier_id": sup["id"], "project_id": proj["id"],
@@ -269,8 +333,13 @@ q2 = c.post("/quotes", json={"supplier_id": sup["id"], "project_id": proj["id"],
 files = {"file": ("proforma.pdf", b"%PDF-1.4 test", "application/pdf")}
 r = c.post(f"/quotes/{q2['id']}/proforma", files=files)
 check("POST proforma (any status)", r.status_code == 201 and r.json()["data"]["file_name"] == "proforma.pdf", r.text[:200])
+# current contract: attachments are allowed in EVERY status (files.py) —
+# the invoice can be attached from the edit page at any time
 r = c.post(f"/quotes/{q2['id']}/invoice", files=files)
-check("POST invoice on offered -> 409", r.status_code == 409, r.text[:200])
+check("POST invoice on offered (any-status contract)", r.status_code == 201, r.text[:200])
+inv_id = r.json()["data"]["id"]
+r = c.delete(f"/quotes/{q2['id']}/invoice/{inv_id}")
+check("DELETE test invoice", r.status_code == 200, r.text[:200])
 r = c.get(f"/quotes/{q2['id']}/proforma")
 lst = r.json()["data"]
 check("GET proforma list has 1", r.status_code == 200 and len(lst) == 1, r.text[:200])
@@ -282,8 +351,8 @@ check("DELETE proforma by id", r.status_code == 200 and r.json()["data"]["delete
 r = c.get(f"/quotes/{q2['id']}/proforma")
 check("GET proforma list empty after delete", r.status_code == 200 and r.json()["data"] == [], r.text[:200])
 
-# cleanup test material + supplier + project
-# q2 still references supplier/project/material -> all deletes must be blocked
+# ---------- cleanup ----------
+# q2 (offered) is deletable; qid is a receipts-protected artifact that stays.
 r = c.delete(f"/suppliers/{sup['id']}")
 check("DELETE supplier with quotes -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/projects/{proj['id']}")
@@ -291,14 +360,15 @@ check("DELETE project with quotes -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/materials/{material['id']}")
 check("DELETE material with line_items -> 409", r.status_code == 409, r.text[:200])
 
-r = c.delete(f"/quotes/{q2['id']}")  # q2 still references the test material
+r = c.delete(f"/quotes/{q2['id']}")
 check("cleanup: DELETE q2 quote", r.status_code == 200, r.text[:200])
+# qid (arrived, receipt-protected) still references everything -> protected
 r = c.delete(f"/materials/{material['id']}")
-check("DELETE material (no line_items refs)", r.status_code == 200, r.text[:200])
+check("DELETE material (still referenced by receipt-protected quote) -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/suppliers/{sup['id']}")
-check("DELETE supplier (no quotes) -> 200", r.status_code == 200, r.text[:200])
+check("DELETE supplier (still referenced) -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/projects/{proj['id']}")
-check("DELETE project (no quotes) -> 200", r.status_code == 200, r.text[:200])
+check("DELETE project (still referenced) -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/unit-conversions/{uc['id']}")
 check("DELETE unit-conversion", r.status_code == 200)
 r = c.delete(f"/standard-conversions/{sc_id}")

docker-compose.prod.yml

@@ -1,32 +1,72 @@
 # ============================================================================
 # Production overlay — real domains + HTTPS (Let's Encrypt) + HTTP→HTTPS
-# redirect. Usage:
+# redirect + security middlewares + required secrets.
 #
-#   APP_HOST=app.example.com API_HOST=api.example.com AUTH_HOST=auth.example.com \
-#   S3_HOST=s3.example.com STORAGE_HOST=storage.example.com \
-#   TRAEFIK_ACME_EMAIL=admin@example.com \
+# All credentials come from the git-ignored .env NEXT TO THE COMPOSE FILES
+# (compose loads it automatically — keep it on the VPS, never in git):
+#
+#   cp .env.example .env   # then fill in STRONG values
 #   docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --build
 #
 # Requirements: DNS records for every host pointing at the server, ports
-# 80 + 443 open (ACME http-challenge uses port 80), and the api's
-# PROCUREMENT_CASDOOR_ISSUER must be updated to the public auth host
-# (see docs/casdoor-auth.md).
+# 80 + 443 open (ACME http-challenge uses port 80). The api's issuer is
+# derived here from AUTH_HOST (see docs/casdoor-auth.md).
+#
+# Any `${VAR:?}` below refuses to boot when the variable is missing/empty —
+# that is deliberate: production must not run on defaults.
 # ============================================================================
 
 services:
   traefik:
     environment:
       # Certificates persist across restarts (acme.json in the traefik_certs volume).
-      TRAEFIK_ACME_EMAIL: ${TRAEFIK_ACME_EMAIL:?set TRAEFIK_ACME_EMAIL for production}
+      TRAEFIK_ACME_EMAIL: ${TRAEFIK_ACME_EMAIL:?set TRAEFIK_ACME_EMAIL in .env}
+
+  postgres:
+    environment:
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:?set POSTGRES_PASSWORD in .env}
+
+  minio:
+    environment:
+      MINIO_ROOT_USER: ${MINIO_ROOT_USER:?set MINIO_ROOT_USER in .env}
+      MINIO_ROOT_PASSWORD: ${MINIO_ROOT_PASSWORD:?set MINIO_ROOT_PASSWORD in .env}
+    labels:
+      - traefik.http.routers.minio-api.rule=Host(`${S3_HOST:?set S3_HOST}`)
+      - traefik.http.routers.minio-api.entrypoints=websecure
+      - traefik.http.routers.minio-api.tls=true
+      - traefik.http.routers.minio-api.tls.certresolver=letsencrypt
+      - traefik.http.routers.minio-api.middlewares=secure-headers@file
+      - traefik.http.routers.minio-api-redir.rule=Host(`${S3_HOST:?set S3_HOST}`)
+      - traefik.http.routers.minio-api-redir.entrypoints=web
+      - traefik.http.routers.minio-api-redir.middlewares=redirect-https@file
+      - traefik.http.routers.minio-console.rule=Host(`${STORAGE_HOST:?set STORAGE_HOST}`)
+      - traefik.http.routers.minio-console.entrypoints=websecure
+      - traefik.http.routers.minio-console.tls=true
+      - traefik.http.routers.minio-console.tls.certresolver=letsencrypt
+      - traefik.http.routers.minio-console.middlewares=secure-headers@file
+      - traefik.http.routers.minio-console-redir.rule=Host(`${STORAGE_HOST:?set STORAGE_HOST}`)
+      - traefik.http.routers.minio-console-redir.entrypoints=web
+      - traefik.http.routers.minio-console-redir.middlewares=redirect-https@file
 
   api:
     ports: [] # production: only reachable through Traefik
+    environment:
+      PROCUREMENT_DATABASE_URL: postgresql+asyncpg://postgres:${POSTGRES_PASSWORD:?set POSTGRES_PASSWORD in .env}@postgres:5432/procurement
+      PROCUREMENT_MINIO_ACCESS_KEY: ${MINIO_ROOT_USER:?set MINIO_ROOT_USER in .env}
+      PROCUREMENT_MINIO_SECRET_KEY: ${MINIO_ROOT_PASSWORD:?set MINIO_ROOT_PASSWORD in .env}
+      PROCUREMENT_CASDOOR_CLIENT_SECRET: ${CASDOOR_CLIENT_SECRET:?set CASDOOR_CLIENT_SECRET in .env}
+      PROCUREMENT_CASDOOR_ADMIN_PASSWORD: ${CASDOOR_ADMIN_PASSWORD:?set CASDOOR_ADMIN_PASSWORD in .env}
+      # Issuer must equal the browser-facing Casdoor origin (its discovery doc).
+      PROCUREMENT_CASDOOR_ISSUER: https://${AUTH_HOST:?set AUTH_HOST}
+      PROCUREMENT_CORS_ORIGINS: ${CORS_ORIGINS:?set CORS_ORIGINS in .env}
+      PROCUREMENT_ENVIRONMENT: prod
+      PROCUREMENT_DEV_LOGIN_ENABLED: "false"
     labels:
       - traefik.http.routers.api.rule=Host(`${API_HOST:?set API_HOST}`)
       - traefik.http.routers.api.entrypoints=websecure
       - traefik.http.routers.api.tls=true
       - traefik.http.routers.api.tls.certresolver=letsencrypt
-      # HTTP → HTTPS
+      - traefik.http.routers.api.middlewares=secure-headers@file,api-ratelimit@file,api-bodylimit@file
       - traefik.http.routers.api-redir.rule=Host(`${API_HOST:?set API_HOST}`)
       - traefik.http.routers.api-redir.entrypoints=web
       - traefik.http.routers.api-redir.middlewares=redirect-https@file
@@ -41,34 +81,21 @@ services:
       - traefik.http.routers.casdoor.entrypoints=websecure
       - traefik.http.routers.casdoor.tls=true
       - traefik.http.routers.casdoor.tls.certresolver=letsencrypt
+      - traefik.http.routers.casdoor.middlewares=secure-headers@file
       - traefik.http.routers.casdoor-redir.rule=Host(`${AUTH_HOST:?set AUTH_HOST}`)
       - traefik.http.routers.casdoor-redir.entrypoints=web
       - traefik.http.routers.casdoor-redir.middlewares=redirect-https@file
 
   frontend:
+    build:
+      args:
+        DEV_LOGIN_ENABLED: "false"
     labels:
       - traefik.http.routers.frontend.rule=Host(`${APP_HOST:?set APP_HOST}`)
       - traefik.http.routers.frontend.entrypoints=websecure
       - traefik.http.routers.frontend.tls=true
       - traefik.http.routers.frontend.tls.certresolver=letsencrypt
+      - traefik.http.routers.frontend.middlewares=secure-headers@file
       - traefik.http.routers.frontend-redir.rule=Host(`${APP_HOST:?set APP_HOST}`)
       - traefik.http.routers.frontend-redir.entrypoints=web
       - traefik.http.routers.frontend-redir.middlewares=redirect-https@file
-
-  minio:
-    ports: [] # production: only reachable through Traefik
-    labels:
-      - traefik.http.routers.minio-api.rule=Host(`${S3_HOST:?set S3_HOST}`)
-      - traefik.http.routers.minio-api.entrypoints=websecure
-      - traefik.http.routers.minio-api.tls=true
-      - traefik.http.routers.minio-api.tls.certresolver=letsencrypt
-      - traefik.http.routers.minio-api-redir.rule=Host(`${S3_HOST:?set S3_HOST}`)
-      - traefik.http.routers.minio-api-redir.entrypoints=web
-      - traefik.http.routers.minio-api-redir.middlewares=redirect-https@file
-      - traefik.http.routers.minio-console.rule=Host(`${STORAGE_HOST:?set STORAGE_HOST}`)
-      - traefik.http.routers.minio-console.entrypoints=websecure
-      - traefik.http.routers.minio-console.tls=true
-      - traefik.http.routers.minio-console.tls.certresolver=letsencrypt
-      - traefik.http.routers.minio-console-redir.rule=Host(`${STORAGE_HOST:?set STORAGE_HOST}`)
-      - traefik.http.routers.minio-console-redir.entrypoints=web
-      - traefik.http.routers.minio-console-redir.middlewares=redirect-https@file

docker-compose.yml

@@ -1,14 +1,21 @@
 services:
   postgres:
     image: postgres:18
+    container_name: procurement-postgres
 
     environment:
       POSTGRES_DB: procurement
       POSTGRES_USER: postgres
-      POSTGRES_PASSWORD: postgres
+      # Local dev default; production overrides via .env (required by the
+      # prod overlay) — never commit real passwords.
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-postgres}
 
     ports:
-      - "5435:5432"
+      - "5455:5432"
+
+    networks:
+      - default
+      - shared # monitoring stack scrapes it (postgres-exporter)
 
     volumes:
       - postgres_data:/var/lib/postgresql
@@ -22,14 +29,27 @@ services:
       retries: 10
 
     restart: unless-stopped
+    mem_limit: 1g
 
+  # ==========================================================================
+  # Traefik v3 — public reverse proxy (replaces nginx as the edge)
+  # App is served on http://localhost (port 80) instead of :3000.
+  # Production: see docker-compose.prod.yml (real domains + HTTPS via
+  # Let's Encrypt, HTTP→HTTPS redirect).
+  # ==========================================================================
   traefik:
+    # v3.6+ required: Traefik ≤3.3 fails against Docker Engine 29.x
+    # ("Error response from daemon" — Docker API version mismatch).
     image: traefik:v3.6
+    container_name: procurement-traefik
     restart: unless-stopped
+    mem_limit: 128m
     command:
       - --providers.docker=true
       - --providers.docker.exposedbydefault=false
-      - --providers.docker.network=erp_production_network
+      # Containers are on several networks; Traefik must use the dedicated
+      # proxy network IP (otherwise it may pick the default-network IP → 504).
+      - --providers.docker.network=traefik_network
       - --providers.file.filename=/etc/traefik/dynamic.yml
       - --entrypoints.web.address=:80
       - --entrypoints.websecure.address=:443
@@ -39,9 +59,11 @@ services:
       - --certificatesresolvers.letsencrypt.acme.httpchallenge.entrypoint=web
       - --log.level=INFO
     ports:
-      - "8084:80"
-      - "8445:443"
+      - "80:80"
+      - "443:443"
     volumes:
+      # NOTE: mounted read-write — Docker Desktop rejects read-only
+      # /var/run/docker.sock mounts ("Error response from daemon").
       - /var/run/docker.sock:/var/run/docker.sock
       - ./infra/traefik-dynamic.yml:/etc/traefik/dynamic.yml:ro
       - traefik_certs:/certs
@@ -50,26 +72,29 @@ services:
 
   minio:
     image: minio/minio:latest
+    container_name: procurement-minio
 
     command: server /data --console-address ":9001"
 
     environment:
-      MINIO_ROOT_USER: minioadmin
-      MINIO_ROOT_PASSWORD: minioadmin
+      MINIO_ROOT_USER: ${MINIO_ROOT_USER:-minioadmin}
+      MINIO_ROOT_PASSWORD: ${MINIO_ROOT_PASSWORD:-minioadmin}
 
     ports:
-      - "9004:9000"   # S3 API
-      - "9005:9001"   # Web console
+      - "9000:9000"   # S3 API
+      - "9001:9001"   # Web console
 
     volumes:
       - minio_data:/data
 
     labels:
       - traefik.enable=true
+      # S3 API
       - traefik.http.routers.minio-api.rule=Host(`${S3_HOST:-s3.localhost}`)
       - traefik.http.routers.minio-api.entrypoints=web
       - traefik.http.routers.minio-api.service=minio-api-svc
       - traefik.http.services.minio-api-svc.loadbalancer.server.port=9000
+      # Web console
       - traefik.http.routers.minio-console.rule=Host(`${STORAGE_HOST:-storage.localhost}`)
       - traefik.http.routers.minio-console.entrypoints=web
       - traefik.http.routers.minio-console.service=minio-console-svc
@@ -80,9 +105,13 @@ services:
       - default
 
     restart: unless-stopped
+    mem_limit: 512m
 
+  # MinIO Client (mc): waits for the server, creates the bucket, exits.
+  # Use for ad-hoc ops too: docker compose run --rm minio-init ...
   minio-init:
     image: minio/mc:latest
+    container_name: procurement-minio-init
 
     depends_on:
       minio:
@@ -90,8 +119,8 @@ services:
 
     environment:
       MINIO_ENDPOINT: minio:9000
-      MINIO_ROOT_USER: minioadmin
-      MINIO_ROOT_PASSWORD: minioadmin
+      MINIO_ROOT_USER: ${MINIO_ROOT_USER:-minioadmin}
+      MINIO_ROOT_PASSWORD: ${MINIO_ROOT_PASSWORD:-minioadmin}
       MINIO_BUCKET: procurement-files
 
     entrypoint: >
@@ -105,8 +134,54 @@ services:
 
     restart: "no"
 
+  # ==========================================================================
+  # Scheduled logical backups of BOTH databases (procurement + casdoor).
+  # Writes pg_dump -Fc archives to a bind mount (default ./backups, point
+  # BACKUP_DIR at /srv/erp/backups on the VPS) and prunes archives older
+  # than BACKUP_KEEP_DAYS. Runs on the same postgres:18 image already pulled.
+  # ==========================================================================
+  db-backup:
+    image: postgres:18
+    container_name: procurement-db-backup
+    depends_on:
+      postgres:
+        condition: service_healthy
+    environment:
+      PGPASSWORD: ${POSTGRES_PASSWORD:-postgres}
+      BACKUP_INTERVAL_SECONDS: ${BACKUP_INTERVAL_SECONDS:-86400}
+      BACKUP_KEEP_DAYS: ${BACKUP_KEEP_DAYS:-14}
+    volumes:
+      - ${BACKUP_DIR:-./backups}:/backups
+    entrypoint: >
+      /bin/sh -c "
+      echo 'db-backup: dumping every $${BACKUP_INTERVAL_SECONDS}s, keeping $${BACKUP_KEEP_DAYS} days';
+      while true; do
+        STAMP=$$(date +%Y%m%d-%H%M%S);
+        pg_dump -h postgres -U postgres -d procurement -Fc -f /backups/procurement-$${STAMP}.dump &&
+          echo \"db-backup: procurement -> /backups/procurement-$${STAMP}.dump\";
+        pg_dump -h postgres -U postgres -d casdoor -Fc -f /backups/casdoor-$${STAMP}.dump &&
+          echo \"db-backup: casdoor -> /backups/casdoor-$${STAMP}.dump\";
+        find /backups -name '*.dump' -mtime +$${BACKUP_KEEP_DAYS} -delete;
+        sleep $${BACKUP_INTERVAL_SECONDS};
+      done
+      "
+    restart: unless-stopped
+    mem_limit: 256m
+
+  # ==========================================================================
+  # v2.6 — Casdoor (OIDC identity provider)
+  # Console: http://localhost:8080 (admin / 123)
+  # Application "inventory-app" (org "inventory", client inventory-app-client)
+  # is created by backend/tools/seed_casdoor.py — run it once after the
+  # first boot:
+  #   docker compose run --rm -e CASDOOR_BASE=http://casdoor:8000 api python tools/seed_casdoor.py
+  #
+  # Casdoor uses the SAME postgres instance as the app (database `casdoor`,
+  # created by sql/02-casdoor-db.sql on a fresh volume).
+  # ==========================================================================
   casdoor:
     image: casbin/casdoor:latest
+    container_name: procurement-casdoor
     depends_on:
       postgres:
         condition: service_healthy
@@ -115,9 +190,9 @@ services:
       driverName: postgres
       dataSourceName: "user=casdoor password=casdoor host=postgres port=5432 sslmode=disable dbname=casdoor"
       dbName: casdoor
-      origin: "http://localhost:8083"
+      origin: "http://localhost:8080"
     ports:
-      - "8083:8000"
+      - "8080:8000"
 
     labels:
       - traefik.enable=true
@@ -130,31 +205,61 @@ services:
       - default
 
     restart: unless-stopped
+    mem_limit: 768m
 
   api:
+    image: v15-api:latest
     build:
       context: ./backend
       dockerfile: Dockerfile
+    container_name: procurement-api
 
     environment:
-      PROCUREMENT_DATABASE_URL: postgresql+asyncpg://postgres:postgres@postgres:5432/procurement
+      PROCUREMENT_DATABASE_URL: postgresql+asyncpg://postgres:${POSTGRES_PASSWORD:-postgres}@postgres:5432/procurement
       PROCUREMENT_MINIO_ENDPOINT: minio:9000
-      PROCUREMENT_MINIO_ACCESS_KEY: minioadmin
-      PROCUREMENT_MINIO_SECRET_KEY: minioadmin
+      PROCUREMENT_MINIO_ACCESS_KEY: ${MINIO_ROOT_USER:-minioadmin}
+      PROCUREMENT_MINIO_SECRET_KEY: ${MINIO_ROOT_PASSWORD:-minioadmin}
       PROCUREMENT_MINIO_BUCKET: procurement-files
       PROCUREMENT_MINIO_SECURE: "false"
+      # "dev" enables the local defaults; "prod" turns on the fail-fast
+      # startup checks (no wildcard CORS, no default credentials).
+      PROCUREMENT_ENVIRONMENT: ${ENVIRONMENT:-dev}
+      PROCUREMENT_DEV_LOGIN_ENABLED: ${DEV_LOGIN_ENABLED:-false}
+      # Comma-separated browser origins (JSON-free .env friendly).
+      PROCUREMENT_CORS_ORIGINS: ${CORS_ORIGINS:-http://localhost,http://localhost:3000,http://localhost:5173}
+      # Casdoor: endpoint is the in-network service URL; the issuer must match
+      # the origin Casdoor advertises to browsers (its OIDC discovery doc).
       PROCUREMENT_CASDOOR_ENDPOINT: http://casdoor:8000
-      PROCUREMENT_CASDOOR_ISSUER: http://localhost:8083
+      PROCUREMENT_CASDOOR_ISSUER: ${CASDOOR_ISSUER:-http://localhost:8080}
       PROCUREMENT_CASDOOR_CLIENT_ID: inventory-app-client
-      PROCUREMENT_CASDOOR_CLIENT_SECRET: inventory-app-secret-2026
+      PROCUREMENT_CASDOOR_CLIENT_SECRET: ${CASDOOR_CLIENT_SECRET:-inventory-app-secret-2026}
       PROCUREMENT_CASDOOR_ORGANIZATION: inventory
       PROCUREMENT_CASDOOR_APP_NAME: inventory-app
       PROCUREMENT_CASDOOR_AUDIENCE: inventory-app-client
+      # Console admin used by POST /users/sync (identity mirroring).
       PROCUREMENT_CASDOOR_ADMIN_USER: admin
-      PROCUREMENT_CASDOOR_ADMIN_PASSWORD: "123"
+      PROCUREMENT_CASDOOR_ADMIN_PASSWORD: ${CASDOOR_ADMIN_PASSWORD:-123}
+      # Observability (Phase 2) — see monitoring/README.md
+      PROCUREMENT_LOG_FORMAT: ${LOG_FORMAT:-text}
+      PROCUREMENT_SENTRY_DSN: ${SENTRY_DSN_BACKEND:-}
+      PROCUREMENT_OPENPANEL_API_URL: ${OPENPANEL_API_URL:-}
+      PROCUREMENT_OPENPANEL_CLIENT_ID: ${OPENPANEL_CLIENT_ID:-}
+      PROCUREMENT_OPENPANEL_CLIENT_SECRET: ${OPENPANEL_CLIENT_SECRET:-}
 
     ports:
-      - "8001:8000"
+      - "8000:8000"
+
+    networks:
+      - traefik_network
+      - default
+      - shared # monitoring stack scrapes api:8000/metrics
+
+    healthcheck:
+      test: ["CMD-SHELL", "python -c \"import urllib.request as u; u.urlopen('http://127.0.0.1:8000/health', timeout=3)\""]
+      interval: 30s
+      timeout: 5s
+      retries: 5
+      start_period: 40s
 
     labels:
       - traefik.enable=true
@@ -162,10 +267,6 @@ services:
       - traefik.http.routers.api.entrypoints=web
       - traefik.http.services.api.loadbalancer.server.port=8000
 
-    networks:
-      - traefik_network
-      - default
-
     depends_on:
       postgres:
         condition: service_healthy
@@ -173,15 +274,28 @@ services:
         condition: service_completed_successfully
 
     restart: unless-stopped
+    mem_limit: 768m
 
   frontend:
+    image: v15-frontend:latest
     build:
       context: ./frontend
       args:
-        DEV_LOGIN_ENABLED: ${DEV_LOGIN_ENABLED:-true}
-
-    ports:
-      - "8085:80"
+        # Developer Mode panel on the login page — dev-only aid. Production
+        # builds MUST leave this false (identity comes from Casdoor tokens).
+        DEV_LOGIN_ENABLED: ${DEV_LOGIN_ENABLED:-false}
+        # Registry overridable for networks where npmmirror is unreachable.
+        NPM_REGISTRY: ${NPM_REGISTRY:-https://registry.npmmirror.com}
+        # Observability (build-time baked; empty = disabled)
+        VITE_OPENPANEL_URL: ${OPENPANEL_PUBLIC_URL:-}
+        VITE_OPENPANEL_CLIENT_ID: ${OPENPANEL_CLIENT_ID:-}
+        VITE_SENTRY_DSN: ${SENTRY_DSN_FRONTEND:-}
+    container_name: procurement-frontend
+    # از entrypoint پیش‌فرض image nginx رد می‌شویم: آن اسکریپت `apk manifest`
+    # اجرا می‌کند و اگر دسترسی به مخزن بسته‌ها نباشد بی‌نهایت معلق می‌ماند
+    # (سرویس بالا نمی‌آید و traefik خطای 502 می‌دهد). کانفیگ ما مستقل است و
+    # نیازی به آن اسکریپت‌ها ندارد.
+    entrypoint: ["nginx", "-g", "daemon off;"]
 
     labels:
       - traefik.enable=true
@@ -197,10 +311,52 @@ services:
       - api
 
     restart: unless-stopped
+    mem_limit: 128m
+
+  bot:
+    image: v15-bot:latest
+    build:
+      context: ./bot
+      dockerfile: Dockerfile
+    container_name: procurement-bot
+
+    volumes:
+      - ./bot/app:/srv/bot/app
+
+    environment:
+      PROCUREMENT_BOT_BOT_TOKEN: ${BALE_BOT_TOKEN:-1354444845:yhVMnKZBFuKaU3UW5fP1bHmknEHx99mipWw}
+      PROCUREMENT_BOT_BALE_API_BASE: ${BALE_API_BASE:-https://tapi.bale.ai}
+      PROCUREMENT_BOT_API_BASE_URL: http://api:8000/api/v1
+      PROCUREMENT_BOT_DATABASE_URL: postgresql+asyncpg://postgres:${POSTGRES_PASSWORD:-postgres}@postgres:5432/procurement
+      PROCUREMENT_BOT_AI_BASE_URL: ${AI_BASE_URL:-https://api.deepseek.com}
+      PROCUREMENT_BOT_AI_API_KEY: ${AI_API_KEY:-sk-a671eab15be846d494bf0839070a3b32}
+      PROCUREMENT_BOT_LLM_MODEL: ${AI_LLM_MODEL:-deepseek-flash}
+      PROCUREMENT_BOT_ADMIN_CHAT_IDS: ${BALE_ADMIN_CHAT_IDS:-1461166742,1839839922}
+      PROCUREMENT_BOT_SERVICE_TOKEN: ${BALE_SERVICE_TOKEN:-}
+      PROCUREMENT_BOT_FRONTEND_URL: ${APP_HOST:-http://localhost}
+
+    depends_on:
+      postgres:
+        condition: service_healthy
+      api:
+        condition: service_started
+
+    networks:
+      - default
+
+    restart: unless-stopped
+    mem_limit: 512m
 
 networks:
+  # شبکه‌ی عمومی: فقط ترافیک و سرویس‌های عمومی. postgres روی شبکه‌ی
+  # پیش‌فرض می‌ماند و از بیرون قابل دسترسی نیست.
   traefik_network:
-    name: erp_production_network
+    name: traefik_network
+    driver: bridge
+  # Fixed-name network shared with the monitoring stack (monitoring compose
+  # joins it as external) — carries /metrics scrapes and postgres-exporter.
+  shared:
+    name: erp_shared
     driver: bridge
 
 volumes:

docs/OPERATIONS.md

@@ -0,0 +1,96 @@
+# Operations runbook
+
+Day-2 operations for the ERP stack: deploys, health, backups, monitoring.
+Secrets and rotation live in [`SECRET-MANAGEMENT.md`](SECRET-MANAGEMENT.md);
+Casdoor/auth details in [`casdoor-auth.md`](casdoor-auth.md).
+
+## Deploy flow (push-to-deploy)
+
+1. Work lands on `production` only via merge from a feature branch.
+2. Every push to `production` hits the webhook receiver (host port 9000),
+   which verifies the Gitea HMAC signature, rebuilds
+   `docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --build`
+   and then polls `/health/ready` (defaults to
+   `https://$API_HOST/health/ready` from `.env`).
+3. A failed build or a failed readiness check is a **failed deploy**:
+   `journalctl -u erp-deploy-webhook -n 200` on the VPS.
+   Rollback: `docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --no-build`
+   after `git revert` + rebuild — or re-push the previous commit.
+
+## Health endpoints (unauthenticated, for probes)
+
+| Endpoint | Meaning |
+|---|---|
+| `GET /health` | liveness — process is up |
+| `GET /health/ready` | readiness — Postgres + MinIO + Casdoor all reachable (503 + per-check booleans when degraded) |
+| `GET /metrics` | Prometheus exposition (scraped by the monitoring stack) |
+
+## Backups
+
+The `db-backup` sidecar dumps BOTH databases (`procurement`, `casdoor`)
+with `pg_dump -Fc` every `BACKUP_INTERVAL_SECONDS` (default daily) into
+`BACKUP_DIR` (default `./backups` → set to `/srv/erp/backups` on the VPS),
+keeping `BACKUP_KEEP_DAYS` (default 14) days.
+
+Restore (⚠️ replaces all data — stop `api` + `casdoor` first):
+
+```bash
+cd /srv/erp && docker compose -f docker-compose.yml -f docker-compose.prod.yml stop api casdoor
+docker cp backups/procurement-<stamp>.dump procurement-postgres:/tmp/
+docker cp backups/casdoor-<stamp>.dump procurement-postgres:/tmp/
+docker exec procurement-postgres pg_restore -U postgres -d procurement --clean --if-exists /tmp/procurement-<stamp>.dump
+docker exec procurement-postgres pg_restore -U postgres -d casdoor --clean --if-exists /tmp/casdoor-<stamp>.dump
+docker compose -f docker-compose.yml -f docker-compose.prod.yml start casdoor api
+```
+
+**Test the restore quarterly** on a scratch volume — an untested backup is
+a hope, not a backup. Copy archives off-box periodically (the bind mount is
+still on the same disk as the volumes).
+
+## Audit trail
+
+`audit_log` (in the `procurement` DB) records who changed what for
+role assignments, user creation, and inventory transactions. Query recent
+activity:
+
+```bash
+docker exec procurement-postgres psql -U postgres -d procurement \
+  -c "SELECT occurred_at, actor, action, entity, entity_id FROM audit_log ORDER BY occurred_at DESC LIMIT 50;"
+```
+
+`quote_events` continues to hold the quote lifecycle history (its `actor`
+is now the verified user's display name, not a raw token).
+
+## Monitoring stack
+
+Start/update (separate compose project — app rebuilds don't touch it):
+
+```bash
+cd /srv/erp
+docker compose -f monitoring/docker-compose.monitoring.yml --env-file .env up -d
+```
+
+- **Grafana** — `127.0.0.1:3001` on the VPS (SSH tunnel), admin password in
+  `.env`; the «ERP — Stack overview» dashboard auto-provisions.
+- **GlitchTip** — public on `GLITCHTIP_HOST` (browser DSN) + loopback
+  `:8001` for administration. Create backend/frontend projects there and put
+  the DSNs in `.env` (`SENTRY_DSN_BACKEND` / `SENTRY_DSN_FRONTEND`).
+- **OpenPanel** — see `monitoring/README.md` for the self-hosting setup and
+  the event list the app emits.
+- **Alerts** — Prometheus rules surface in Grafana alerting (API down,
+  5xx rate, p95 latency, disk, RAM, DB connections). Attach a notification
+  channel in the Grafana UI.
+
+Logs: every container's stdout ships to Loki via Promtail — in Grafana:
+`{compose_project="erp", compose_service="api"}`; JSON lines carry
+`request_id`, `http_status`, `duration_ms`.
+
+## Routine checks
+
+```bash
+docker compose -f docker-compose.yml -f docker-compose.prod.yml ps   # all Up/healthy?
+docker compose logs --since 10m api | grep -i error
+ls -lh /srv/erp/backups | tail                                       # dumps fresh?
+curl -fsS https://$API_HOST/health/ready | jq                        # all checks true?
+df -h /                                                              # ≥20% free (builds need headroom)
+```

docs/SECRET-MANAGEMENT.md

@@ -0,0 +1,67 @@
+# Secret management & rotation
+
+**Policy (short):** real credentials live only in git-ignored `.env` files —
+the server-side `/srv/erp/.env` (used by the deploy webhook and compose) and
+local dev `.env` copies. Nothing secret goes into git: not in the README,
+not in dumps, not in docs. The repo is (or was) **public** — assume anything
+ever committed is compromised and rotate.
+
+`docker-compose.prod.yml` declares every production secret as
+`${VAR:?set in .env}` so the stack **refuses to boot** on defaults.
+
+## Where each secret lives
+
+| Secret | Used by | Defined in |
+|---|---|---|
+| `POSTGRES_PASSWORD` | postgres, api | server `.env` |
+| `MINIO_ROOT_USER` / `MINIO_ROOT_PASSWORD` | minio, minio-init, api | server `.env` |
+| `CASDOOR_CLIENT_SECRET` | Casdoor application record, api | server `.env` (must match the app in the Casdoor console) |
+| `CASDOOR_ADMIN_PASSWORD` | Casdoor console admin, api (`/users/sync`) | server `.env` (rotate in the Casdoor console too) |
+| `CORS_ORIGINS`, `*_HOST`, `TRAEFIK_ACME_EMAIL` | compose / Traefik | server `.env` |
+| `GITEA_WEBHOOK_SECRET` | deploy-webhook receiver (port 9000) | server `.env` + Gitea webhook config |
+| Monitoring DSNs/keys | OpenPanel, GlitchTip, Grafana | `monitoring/.env` (server-side) |
+
+## Rotation checklist — run after any leak suspicion
+
+The production branch history contained real credentials (MinIO admin,
+Casdoor passwords, server IP, DB dumps). All of the following must be
+rotated once, on the VPS:
+
+```bash
+cd /srv/erp
+
+# 1) MinIO root — then update MINIO_ROOT_* in /srv/erp/.env
+mc alias set local http://127.0.0.1:9000 <old-user> '<old-pass>'
+mc admin user add local <new-user> '<new-pass>'      # then:
+mc admin policy attach local consoleAdmin --user <new-user>
+mc admin user remove local <old-user>
+# (simplest equivalent: mc admin user svcacct or change root via env +
+#  `docker compose up -d minio` — MinIO persists root creds from env)
+
+# 2) PostgreSQL — then update POSTGRES_PASSWORD in .env
+docker exec -it procurement-postgres psql -U postgres -c \
+  "ALTER USER postgres PASSWORD '<new-strong-password>';"
+docker compose up -d api   # api re-reads the DSN from .env
+
+# 3) Casdoor console admin (console → Identity → users → admin → reset
+#    password) — then update CASDOOR_ADMIN_PASSWORD in .env
+# 4) Casdoor application client secret (console → Applications →
+#    inventory-app → edit secret) — then update CASDOOR_CLIENT_SECRET in .env
+# 5) Seeded human users: reset each password in the Casdoor console.
+# 6) Gitea webhook secret (Gitea → repo → Settings → Webhooks) — then update
+#    GITEA_WEBHOOK_SECRET in .env and restart the receiver (systemctl restart erp-deploy-webhook)
+
+# 7) Apply everything:
+docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d
+```
+
+- **SSH**: disable password login (`PasswordAuthentication no` in
+  `/etc/ssh/sshd_config`), use keys only, and prefer a non-root user with
+  sudo over `root` direct login.
+- **Repo hygiene**: keep the repo private until the git history is either
+  purged (BFG / `git filter-repo` on the README + `backups/` blobs) or every
+  leaked value is rotated. Deleting a file in a later commit does **not**
+  remove it from history.
+- **Verify**: after rotation, `docker compose logs api | grep -i error`,
+  log into the app, upload + download one attachment, and confirm the
+  webhook deploy still works with a test push.

docs/casdoor-auth.md

@@ -12,7 +12,7 @@ scenarios, test results, and how to manage the system yourself.
 |---|---|---|
 | App (frontend) | http://localhost (Traefik edge; production: your domain) | — |
 | API (backend) | http://localhost:8000 (Swagger: `/docs`) | — |
-| Casdoor console | http://localhost:8080 | **admin / 123** (built-in org) |
+| Casdoor console | http://localhost:8080 | admin credentials come from `CASDOOR_ADMIN_PW` when running the seeder — never committed |
 | Casdoor OIDC discovery | http://localhost:8080/.well-known/openid-configuration | — |
 | Casdoor public JWKS | http://localhost:8080/.well-known/jwks | — |
 | In-network Casdoor (from the api container) | http://casdoor:8000 | — |
@@ -22,13 +22,13 @@ scenarios, test results, and how to manage the system yourself.
 
 | Username | Password | Casdoor org | App role (our `users` table) |
 |---|---|---|---|
-| `razaei` | `123456` | inventory | `admin` (super user) |
-| `mousavi` | `123456` | inventory | `procurement_manager` (مدیر تدارکات) |
-| `mohaghegh` | `123456` | inventory | `pm` (مدیر پروژه، بدون پروژه) |
-| `tester` | `123456` | inventory | `pm` (مدیر پروژه — پروژه «تست») |
+| `razaei` | `CASDOOR_SEED_PASSWORD` | inventory | `admin` (super user) |
+| `mousavi` | `CASDOOR_SEED_PASSWORD` | inventory | `procurement_manager` (مدیر تدارکات) |
+| `mohaghegh` | `CASDOOR_SEED_PASSWORD` | inventory | `pm` (مدیر پروژه، بدون پروژه) |
+| `tester` | `CASDOOR_SEED_PASSWORD` | inventory | `pm` (مدیر پروژه — پروژه «تست») |
 
-These users are created by `backend/tools/seed_casdoor.py` (idempotent — safe
-to re-run).
+Passwords are stored bcrypt-hashed (passwordType `bcrypt`). These users are
+created by `backend/tools/seed_casdoor.py` (idempotent — safe to re-run).
 
 ---
 
@@ -95,7 +95,7 @@ identity only.** No new authorization model was introduced.
   the OIDC client. Grant types: `authorization_code`, `refresh_token`,
   `password`. Token format JWT (so the backend can verify via JWKS).
 - **Casdoor Organization** (`inventory`): the tenant; every app user belongs
-  to it. (The Casdoor console admin `admin/123` lives in the separate
+  to it. (The Casdoor console admin lives in the separate
   `built-in` org.)
 - **User — two records per person:**
   1. Casdoor user (login credential: name + password).
@@ -158,7 +158,7 @@ After that, log in as the admin and use the Organization panel
 
 | Test | Action | Result | Evidence |
 |---|---|---|---|
-| 1 | Login: `POST /api/v1/auth/login` (tester/123456) | **PASS** | 200, JWT + profile returned |
+| 1 | Login: `POST /api/v1/auth/login` (tester / CASDOOR_SEED_PASSWORD) | **PASS** | 200, JWT + profile returned |
 | 2 | Authenticated API: `GET /users/me` with token | **PASS** | 200, role `pm` + project «تست» |
 | 3 | No token: `GET /inventory/warehouses` | **PASS** | 401 `UNAUTHORIZED` |
 | 4 | Invalid token: corrupted Bearer | **PASS** | 401 `UNAUTHORIZED` «توکن نامعتبر است» |
@@ -179,7 +179,7 @@ After that, log in as the admin and use the Organization panel
 | 6 | Organization exists | ✅ `inventory` |
 | 7 | Application exists | ✅ `inventory-app` |
 | 8 | Client exists | ✅ `inventory-app-client` (grants incl. `password`) |
-| 9 | Test users exist | ✅ razaei, mousavi, mohaghegh, tester (password 123456) |
+| 9 | Test users exist | ✅ razaei, mousavi, mohaghegh, tester (password: CASDOOR_SEED_PASSWORD) |
 | 10 | Redirect URI matches | ✅ N/A for the in-page flow (redirects unused). The seeded app holds the legacy `http://localhost:3000/login`; the seeder now defaults to `http://localhost/login` |
 | 11 | OIDC works | ✅ discovery doc + token endpoint + JWT issuance verified |
 | 12 | PKCE works | ➖ **N/A** — the PKCE/redirect flow was replaced by the in-page password-grant login (per the redesign spec); nothing to verify |
@@ -270,7 +270,7 @@ After that, log in as the admin and use the Organization panel
 
 ## 9. Managing Casdoor yourself
 
-- **Console:** http://localhost:8080 — log in as **admin / 123**. From there
+- **Console:** http://localhost:8080 — log in as the admin (credentials from the seeder run). From there
   you can manage Organizations, Users, Applications, Providers, Certificates.
 - **Seeding** (org `inventory`, app `inventory-app`, the four users) —
   re-runnable at any time:

frontend/.env.example

@@ -5,6 +5,13 @@
 VITE_API_BASE_URL=
 
 # Show the "Developer Mode" panel on the login page.
-# true (default) / false — in Docker builds this is controlled by the
-# DEV_LOGIN_ENABLED build arg (see docker-compose.yml), not this file.
-VITE_ENABLE_DEV_LOGIN=true
+# true (default in local dev) / false — in Docker builds this is controlled
+# by the DEV_LOGIN_ENABLED build arg (see docker-compose.yml), not this file.
+VITE_ENABLE_DEV_LOGIN=
+
+# ---- Observability (all optional — empty = disabled, no network calls) ----
+# OpenPanel: browser origin of the self-hosted dashboard/API + project client id.
+VITE_OPENPANEL_URL=
+VITE_OPENPANEL_CLIENT_ID=
+# GlitchTip/Sentry DSN for frontend exception capture.
+VITE_SENTRY_DSN=

frontend/Dockerfile

@@ -13,11 +13,25 @@ ARG NPM_REGISTRY=https://registry.npmmirror.com
 COPY package.json package-lock.json ./
 RUN npm config set registry ${NPM_REGISTRY} && npm ci
 
-# Developer Mode panel on the login page (default enabled; set to
-# "false" to build a production login without the dev panel).
-ARG DEV_LOGIN_ENABLED=true
+# Developer Mode panel on the login page (dev-only aid). Production builds
+# MUST keep this "false" — identity comes from Casdoor tokens, and the
+# backend rejects the X-User-* header path unless DEV_LOGIN_ENABLED=true.
+ARG DEV_LOGIN_ENABLED=false
 ENV VITE_ENABLE_DEV_LOGIN=${DEV_LOGIN_ENABLED}
 
+# Observability (Phase 2) — baked into the bundle at build time.
+# Empty values disable the feature (analytics.ts is a no-op then).
+ARG VITE_OPENPANEL_URL=""
+ARG VITE_OPENPANEL_CLIENT_ID=""
+# The browser script (op1.js) lives on the dashboard origin, not under the API path,
+# so it needs its own arg — defined here or the value never reaches the bundle.
+ARG VITE_OPENPANEL_SCRIPT_URL=""
+ARG VITE_SENTRY_DSN=""
+ENV VITE_OPENPANEL_URL=${VITE_OPENPANEL_URL} \
+    VITE_OPENPANEL_CLIENT_ID=${VITE_OPENPANEL_CLIENT_ID} \
+    VITE_OPENPANEL_SCRIPT_URL=${VITE_OPENPANEL_SCRIPT_URL} \
+    VITE_SENTRY_DSN=${VITE_SENTRY_DSN}
+
 # Source code + build
 COPY . .
 RUN npm run build

frontend/nginx.conf

@@ -29,6 +29,26 @@ server {
         proxy_set_header X-Forwarded-Proto $scheme;
     }
 
+    # MIME types: the pdf.js worker ships as .mjs, and a browser REFUSES to
+    # start a module worker served as application/octet-stream (nginx's
+    # default for unknown extensions) — which crashes the PDF preview page.
+    # Declared explicitly rather than relying on the system mime.types.
+    types {
+        text/javascript    mjs js;
+        text/css           css;
+        text/html          html;
+        image/svg+xml      svg;
+        image/png          png;
+        image/jpeg         jpg jpeg;
+        image/webp         webp;
+        image/x-icon       ico;
+        font/woff2         woff2;
+        font/woff          woff;
+        application/json   json;
+        application/pdf    pdf;
+        application/wasm   wasm;
+    }
+
     # SPA fallback — all client-side routes go to index.html
     location / {
         try_files $uri $uri/ /index.html;

frontend/package-lock.json

@@ -11,16 +11,19 @@
         "@dnd-kit/core": "^6.3.1",
         "@dnd-kit/utilities": "^3.2.2",
         "@hookform/resolvers": "3.10",
+        "@openpanel/web": "^1.0.1",
         "@radix-ui/react-checkbox": "^1.3.11",
         "@radix-ui/react-dialog": "^1.1.23",
         "@radix-ui/react-label": "^2.1.15",
         "@radix-ui/react-select": "^2.3.7",
         "@radix-ui/react-slot": "^1.3.3",
+        "@sentry/react": "^10.0.0",
         "@tailwindcss/vite": "^4.3.3",
         "@tanstack/react-query": "^5.101.4",
         "class-variance-authority": "^0.7.1",
         "clsx": "^2.1.1",
         "lucide-react": "^1.30.0",
+        "pdfjs-dist": "^4.10.38",
         "react": "^19.2.8",
         "react-dom": "^19.2.8",
         "react-hook-form": "^7.85.0",
@@ -172,6 +175,273 @@
         "@jridgewell/sourcemap-codec": "^1.4.14"
       }
     },
+    "node_modules/@napi-rs/canvas": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas/-/canvas-0.1.100.tgz",
+      "integrity": "sha512-xglYA6q3XO5P3BNJYxVZ1IV7DLVjp1Py6nwag88YntrS+3vKHyYcMqXVS4ZztJmwz2uGvz1FWhI/4LgbR5uQDA==",
+      "license": "MIT",
+      "optional": true,
+      "workspaces": [
+        "e2e/*"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      },
+      "optionalDependencies": {
+        "@napi-rs/canvas-android-arm64": "0.1.100",
+        "@napi-rs/canvas-darwin-arm64": "0.1.100",
+        "@napi-rs/canvas-darwin-x64": "0.1.100",
+        "@napi-rs/canvas-linux-arm-gnueabihf": "0.1.100",
+        "@napi-rs/canvas-linux-arm64-gnu": "0.1.100",
+        "@napi-rs/canvas-linux-arm64-musl": "0.1.100",
+        "@napi-rs/canvas-linux-riscv64-gnu": "0.1.100",
+        "@napi-rs/canvas-linux-x64-gnu": "0.1.100",
+        "@napi-rs/canvas-linux-x64-musl": "0.1.100",
+        "@napi-rs/canvas-win32-arm64-msvc": "0.1.100",
+        "@napi-rs/canvas-win32-x64-msvc": "0.1.100"
+      }
+    },
+    "node_modules/@napi-rs/canvas-android-arm64": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-android-arm64/-/canvas-android-arm64-0.1.100.tgz",
+      "integrity": "sha512-hjhCKhntPv9+t4ckHymdx0phYNcVW+GKQR6Lzw2zE+pOVjOplSmtx9nNNknTjbEDLcuLZqA1y8ufKg1XfgftzQ==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "android"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-darwin-arm64": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-darwin-arm64/-/canvas-darwin-arm64-0.1.100.tgz",
+      "integrity": "sha512-2PcswRaC7Ly645DGt88///zuFDhJxJYdKAs1uU3mfk1atYkXufgcgLfBpk6Tm12nCQBaNt1wpybuPZ4qOhTo8A==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-darwin-x64": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-darwin-x64/-/canvas-darwin-x64-0.1.100.tgz",
+      "integrity": "sha512-ePNZtj7pNIva/siZMg+HmbeozkIjqUIYdoymH8HaA3qK7LfzFN4WMBM8G6HQ9ZC+H3+Dnn5pqtiXpgLykaPOhw==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-arm-gnueabihf": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-linux-arm-gnueabihf/-/canvas-linux-arm-gnueabihf-0.1.100.tgz",
+      "integrity": "sha512-d5cDB48oWFGU8/XPhUOFAlySgb/VAu7D+s8fi55K1Pcfg8aPplHWqMgibhVLU8ky7Pyg/fuiVLz4Nf3JrSTuUA==",
+      "cpu": [
+        "arm"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-arm64-gnu": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-linux-arm64-gnu/-/canvas-linux-arm64-gnu-0.1.100.tgz",
+      "integrity": "sha512-rDxgxRu69RvDlX/bh9o22DxLsGr8EqsNgotL9+RwQE1S0b0cqeatqsw6aW45mukm0B42DIAaAacKaYQ8cqS1nw==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-arm64-musl": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-linux-arm64-musl/-/canvas-linux-arm64-musl-0.1.100.tgz",
+      "integrity": "sha512-K3mDW66N+xT2/V439u1alFANiBUjdEx2gLiNYnCmUsva5jZMxWTjafBYwTzYK+EMFMHrUoabuU+T1BIP5CgbYQ==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-riscv64-gnu": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-linux-riscv64-gnu/-/canvas-linux-riscv64-gnu-0.1.100.tgz",
+      "integrity": "sha512-mooqUBTIsccZpnoQC4NgrC1v6C1vof39etLNMnBwCY+p0gajWJvAHLGQ6g/gGyS5YrpDW+GefSN4+Cvcr08UWw==",
+      "cpu": [
+        "riscv64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-x64-gnu": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-linux-x64-gnu/-/canvas-linux-x64-gnu-0.1.100.tgz",
+      "integrity": "sha512-1eCvkDCazm7FFhsT7DfGOdSaHgZVK3bt/dSBl5EWHOWmnz+I7j8tPseJqqD81NF+MH21jKUK4wQSDjN0mdhnTg==",
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+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-x64-musl": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-linux-x64-musl/-/canvas-linux-x64-musl-0.1.100.tgz",
+      "integrity": "sha512-20arT6lnI19S68qNlii73TSEDbECNgzMz2EpldC1V3mZFuRkeujXkcebRk0LRJe9SEUAooYiLokfMViY8IX7yA==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-win32-arm64-msvc": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-win32-arm64-msvc/-/canvas-win32-arm64-msvc-0.1.100.tgz",
+      "integrity": "sha512-DZFFT1wIAg37LJw37yhMRFfjATd3vTQzjZ1Yki8u2vhO6Hi5VE6BVaGQ1aaDu7xb4iMErz+9EOwjpS7xcxFeBw==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-win32-x64-msvc": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmmirror.com/@napi-rs/canvas-win32-x64-msvc/-/canvas-win32-x64-msvc-0.1.100.tgz",
+      "integrity": "sha512-MyT1j3mHC2+Lu4pBi9mKyMJhtP6U7k7EldY7sj/uS5gJA65gTXt8MefJQXLJo5d/vZbuWmfxzkEUNc/urV3pHA==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@openpanel/sdk": {
+      "version": "1.3.1",
+      "resolved": "https://registry.npmjs.org/@openpanel/sdk/-/sdk-1.3.1.tgz",
+      "integrity": "sha512-mQ5xaBUGXnyRg3qYxwnbVaUYyW7w8u+munrWk/ClnqxEeR2j+FYPiA6noHbHMCFC2aZutYD5OoRzEvw3FBNFxw==",
+      "license": "MIT"
+    },
+    "node_modules/@openpanel/web": {
+      "version": "1.4.1",
+      "resolved": "https://registry.npmjs.org/@openpanel/web/-/web-1.4.1.tgz",
+      "integrity": "sha512-DgUWeocZw+b57YiJjefZPg+6sceR7TdOF8x7Ut75lu3CwcwqGi5jZNPXjikNemGL37aNWXCB4buhcoNan2j7RA==",
+      "license": "MIT",
+      "dependencies": {
+        "@openpanel/sdk": "1.3.1",
+        "@rrweb/types": "2.0.0-alpha.20",
+        "rrweb": "2.0.0-alpha.20"
+      }
+    },
     "node_modules/@oxc-project/types": {
       "version": "0.143.0",
       "resolved": "https://registry.npmjs.org/@oxc-project/types/-/types-0.143.0.tgz",
@@ -308,9 +578,6 @@
         "arm64"
       ],
       "dev": true,
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -328,9 +595,6 @@
         "arm64"
       ],
       "dev": true,
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -348,9 +612,6 @@
         "ppc64"
       ],
       "dev": true,
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -368,9 +629,6 @@
         "riscv64"
       ],
       "dev": true,
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -388,9 +646,6 @@
         "riscv64"
       ],
       "dev": true,
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -408,9 +663,6 @@
         "s390x"
       ],
       "dev": true,
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -428,9 +680,6 @@
         "x64"
       ],
       "dev": true,
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -448,9 +697,6 @@
         "x64"
       ],
       "dev": true,
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1207,9 +1453,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1226,9 +1469,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1245,9 +1485,6 @@
       "cpu": [
         "ppc64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1264,9 +1501,6 @@
       "cpu": [
         "s390x"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1283,9 +1517,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1302,9 +1533,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1368,6 +1596,124 @@
       "integrity": "sha512-2j9bGt5Jh8hj+vPtgzPtl72j0yRxHAyumoo6TNfAjsLB04UtpSvPbPcDcBMxz7n+9CYB0c1GxQFxYRg2jimqGw==",
       "license": "MIT"
     },
+    "node_modules/@rrweb/types": {
+      "version": "2.0.0-alpha.20",
+      "resolved": "https://registry.npmjs.org/@rrweb/types/-/types-2.0.0-alpha.20.tgz",
+      "integrity": "sha512-RbnDgKxA/odwB1R4gF7eUUj+rdSrq6ROQJsnMw7MIsGzlbSYvJeZN8YY4XqU0G6sKJvXI6bSzk7w/G94jNwzhw==",
+      "license": "MIT"
+    },
+    "node_modules/@rrweb/utils": {
+      "version": "2.1.6",
+      "resolved": "https://registry.npmjs.org/@rrweb/utils/-/utils-2.1.6.tgz",
+      "integrity": "sha512-BIRXcxiytJs5Guxw0tzsnVS7ukcMqtnxixjIGvV49VdJeOEG6NJeMU7o8efbHW1D52a12Y8QsgDjgDgblg3org==",
+      "license": "MIT"
+    },
+    "node_modules/@sentry/browser": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/browser/-/browser-10.75.0.tgz",
+      "integrity": "sha512-CKGSJLWISQ6LgMaGnMpY+XvwWQ2iiHTayUs6SGLIvYeaGo2GTjS/Z4pnbCVHb2t1VxLZksyehgcC6ZYGJeQpzQ==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/browser-utils": "10.75.0",
+        "@sentry/conventions": "^0.16.0",
+        "@sentry/core": "10.75.0",
+        "@sentry/feedback": "10.75.0",
+        "@sentry/replay": "10.75.0",
+        "@sentry/replay-canvas": "10.75.0"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "node_modules/@sentry/browser-utils": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/browser-utils/-/browser-utils-10.75.0.tgz",
+      "integrity": "sha512-yZfdQ87RLat/7retF8zA6Z9zCAT12IyaPvIiu+bbi1E1V1OqDpS8MKNa/6LF69Ap7DVTORi9ITEgjlAqTXF0xQ==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/conventions": "^0.16.0",
+        "@sentry/core": "10.75.0"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "node_modules/@sentry/conventions": {
+      "version": "0.16.0",
+      "resolved": "https://registry.npmjs.org/@sentry/conventions/-/conventions-0.16.0.tgz",
+      "integrity": "sha512-fO9PLmHdVURcSPUpWCItWAtgKiMwGdJHbovoSEyLplX5sxs2ugvI4CBPTrkkgqhObnZOD0CnWBKDzSVQYBKEyQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=14"
+      }
+    },
+    "node_modules/@sentry/core": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/core/-/core-10.75.0.tgz",
+      "integrity": "sha512-5wDQpQqjJ6RHdPR+z6Q+47XlwoxRKBv0yyB0LKHqL/1azPOQbR+nllyLmmQDcoJpaksuLSmLA1q6hFX7gjDT2w==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/conventions": "^0.16.0"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "node_modules/@sentry/feedback": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/feedback/-/feedback-10.75.0.tgz",
+      "integrity": "sha512-YLVAFQXELJAOg7ke4oLkd8t5l0fJUockLlTQJg/2Trh7SB5Q4mkSwlnAkEAqDQ618vnpFsG/tnYMwtfZeffHjA==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/core": "10.75.0"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "node_modules/@sentry/react": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/react/-/react-10.75.0.tgz",
+      "integrity": "sha512-ghWv99h7k4WgMucqBhf4jZn+G0Owm5gCBCVKOKu88UDCWUd9aVJ8FGosAkATp/x/ogcZTnqG2dcXBD+1U+BJeA==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/browser": "10.75.0",
+        "@sentry/conventions": "^0.16.0",
+        "@sentry/core": "10.75.0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "peerDependencies": {
+        "react": "^16.14.0 || 17.x || 18.x || 19.x"
+      }
+    },
+    "node_modules/@sentry/replay": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/replay/-/replay-10.75.0.tgz",
+      "integrity": "sha512-p4xxEo/ayiMZG9tygr09YjqYAd52uq8Qi0EVoRRgUe70nQda0HVPVW519JLq0G+Th/5O5sKME9y1layLU3xlPg==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/browser-utils": "10.75.0",
+        "@sentry/core": "10.75.0"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "node_modules/@sentry/replay-canvas": {
+      "version": "10.75.0",
+      "resolved": "https://registry.npmjs.org/@sentry/replay-canvas/-/replay-canvas-10.75.0.tgz",
+      "integrity": "sha512-LNokI5Ud22nZ/o2il/2SfbNIARupWrbS6Mh9jZroZTjD38FN0Oi9vIexj6h1HN81C6+lP2Tmpaj+fl3/wOizzA==",
+      "license": "MIT",
+      "dependencies": {
+        "@sentry/core": "10.75.0",
+        "@sentry/replay": "10.75.0"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
     "node_modules/@tailwindcss/node": {
       "version": "4.3.3",
       "resolved": "https://registry.npmjs.org/@tailwindcss/node/-/node-4.3.3.tgz",
@@ -1493,9 +1839,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1512,9 +1855,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1531,9 +1871,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1550,9 +1887,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1663,6 +1997,12 @@
         "react": "^18 || ^19"
       }
     },
+    "node_modules/@types/css-font-loading-module": {
+      "version": "0.0.7",
+      "resolved": "https://registry.npmjs.org/@types/css-font-loading-module/-/css-font-loading-module-0.0.7.tgz",
+      "integrity": "sha512-nl09VhutdjINdWyXxHWN/w9zlNCfr60JUqJbd24YXUuCwgeL0TpFSdElCwb6cxfB6ybE19Gjj4g0jsgkXxKv1Q==",
+      "license": "MIT"
+    },
     "node_modules/@types/node": {
       "version": "24.13.3",
       "resolved": "https://registry.npmjs.org/@types/node/-/node-24.13.3.tgz",
@@ -1719,6 +2059,12 @@
         }
       }
     },
+    "node_modules/@xstate/fsm": {
+      "version": "1.6.5",
+      "resolved": "https://registry.npmjs.org/@xstate/fsm/-/fsm-1.6.5.tgz",
+      "integrity": "sha512-b5o1I6aLNeYlU/3CPlj/Z91ybk1gUsKT+5NAJI+2W4UjvS5KLG28K9v5UvNoFVjHV8PajVZ00RH3vnjyQO7ZAw==",
+      "license": "MIT"
+    },
     "node_modules/aria-hidden": {
       "version": "1.2.6",
       "resolved": "https://registry.npmjs.org/aria-hidden/-/aria-hidden-1.2.6.tgz",
@@ -1731,6 +2077,15 @@
         "node": ">=10"
       }
     },
+    "node_modules/base64-arraybuffer": {
+      "version": "1.0.2",
+      "resolved": "https://registry.npmjs.org/base64-arraybuffer/-/base64-arraybuffer-1.0.2.tgz",
+      "integrity": "sha512-I3yl4r9QB5ZRY3XuJVEPfc2XhZO6YweFPI+UovAzn+8/hb3oJ6lnysaFcjVpkCPfVWFUDvoZ8kmVDP7WyRtYtQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.6.0"
+      }
+    },
     "node_modules/class-variance-authority": {
       "version": "0.7.1",
       "resolved": "https://registry.npmjs.org/class-variance-authority/-/class-variance-authority-0.7.1.tgz",
@@ -1991,9 +2346,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2014,9 +2366,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2037,9 +2386,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2060,9 +2406,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2134,6 +2477,12 @@
         "@jridgewell/sourcemap-codec": "^1.5.5"
       }
     },
+    "node_modules/mitt": {
+      "version": "3.0.1",
+      "resolved": "https://registry.npmjs.org/mitt/-/mitt-3.0.1.tgz",
+      "integrity": "sha512-vKivATfr97l2/QBCYAkXYDbrIWPM2IIKEl7YPhjCvKlG3kE2gm+uBo6nEXK3M5/Ffh/FLpKExzOQ3JJoJGFKBw==",
+      "license": "MIT"
+    },
     "node_modules/nanoid": {
       "version": "3.3.18",
       "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-3.3.18.tgz",
@@ -2201,6 +2550,18 @@
         }
       }
     },
+    "node_modules/pdfjs-dist": {
+      "version": "4.10.38",
+      "resolved": "https://registry.npmmirror.com/pdfjs-dist/-/pdfjs-dist-4.10.38.tgz",
+      "integrity": "sha512-/Y3fcFrXEAsMjJXeL9J8+ZG9U01LbuWaYypvDW2ycW1jL269L3js3DVBjDJ0Up9Np1uqDXsDrRihHANhZOlwdQ==",
+      "license": "Apache-2.0",
+      "engines": {
+        "node": ">=20"
+      },
+      "optionalDependencies": {
+        "@napi-rs/canvas": "^0.1.65"
+      }
+    },
     "node_modules/picocolors": {
       "version": "1.1.1",
       "resolved": "https://registry.npmjs.org/picocolors/-/picocolors-1.1.1.tgz",
@@ -2423,6 +2784,40 @@
         "@rolldown/binding-win32-x64-msvc": "1.2.3"
       }
     },
+    "node_modules/rrdom": {
+      "version": "2.1.6",
+      "resolved": "https://registry.npmjs.org/rrdom/-/rrdom-2.1.6.tgz",
+      "integrity": "sha512-EMRrTs1GRsmb8bNyAs107wG7eRwVEOvDUBsnCyvQnVV6elrmrua/AeS0tdcA0gLW4eptr4l6bRsS/2QRICvdqQ==",
+      "license": "MIT",
+      "dependencies": {
+        "rrweb-snapshot": "^2.1.6"
+      }
+    },
+    "node_modules/rrweb": {
+      "version": "2.0.0-alpha.20",
+      "resolved": "https://registry.npmjs.org/rrweb/-/rrweb-2.0.0-alpha.20.tgz",
+      "integrity": "sha512-CZKDlm+j1VA50Ko3gnMbpvguCAleljsTNXPnVk9aeNP8o6T6kolRbISHyDZpqZ4G+bdDLlQOignPP3jEsXs8Gg==",
+      "license": "MIT",
+      "dependencies": {
+        "@rrweb/types": "^2.0.0-alpha.20",
+        "@rrweb/utils": "^2.0.0-alpha.20",
+        "@types/css-font-loading-module": "0.0.7",
+        "@xstate/fsm": "^1.4.0",
+        "base64-arraybuffer": "^1.0.1",
+        "mitt": "^3.0.0",
+        "rrdom": "^2.0.0-alpha.20",
+        "rrweb-snapshot": "^2.0.0-alpha.20"
+      }
+    },
+    "node_modules/rrweb-snapshot": {
+      "version": "2.1.6",
+      "resolved": "https://registry.npmjs.org/rrweb-snapshot/-/rrweb-snapshot-2.1.6.tgz",
+      "integrity": "sha512-X03+x3AdWTbpD4Swb54CCJoEauYTv/O2ah0d3ZVv5rgr6bv0Ty5mxNjEyEEfNC1dQ8VdyjKKJgDG3A00FV0lNg==",
+      "license": "MIT",
+      "dependencies": {
+        "postcss": "^8.4.38"
+      }
+    },
     "node_modules/scheduler": {
       "version": "0.27.0",
       "resolved": "https://registry.npmjs.org/scheduler/-/scheduler-0.27.0.tgz",
@@ -2788,9 +3183,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2811,9 +3203,6 @@
       "cpu": [
         "arm64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2834,9 +3223,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "glibc"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [
@@ -2857,9 +3243,6 @@
       "cpu": [
         "x64"
       ],
-      "libc": [
-        "musl"
-      ],
       "license": "MPL-2.0",
       "optional": true,
       "os": [

frontend/package.json

@@ -13,16 +13,19 @@
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@hookform/resolvers": "3.10",
+    "@openpanel/web": "^1.0.1",
     "@radix-ui/react-checkbox": "^1.3.11",
     "@radix-ui/react-dialog": "^1.1.23",
     "@radix-ui/react-label": "^2.1.15",
     "@radix-ui/react-select": "^2.3.7",
     "@radix-ui/react-slot": "^1.3.3",
+    "@sentry/react": "^10.0.0",
     "@tailwindcss/vite": "^4.3.3",
     "@tanstack/react-query": "^5.101.4",
     "class-variance-authority": "^0.7.1",
     "clsx": "^2.1.1",
     "lucide-react": "^1.30.0",
+    "pdfjs-dist": "^4.10.38",
     "react": "^19.2.8",
     "react-dom": "^19.2.8",
     "react-hook-form": "^7.85.0",

frontend/src/App.tsx

@@ -1,5 +1,5 @@
 import { lazy, Suspense } from "react";
-import { Navigate, Route, Routes } from "react-router-dom";
+import { Navigate, Route, Routes, useLocation } from "react-router-dom";
 import { useAuthStore } from "./store/auth";
 import { ErrorBoundary } from "./components/ErrorBoundary";
 import { RequirePmProjects } from "./components/RequirePmProjects";
@@ -52,10 +52,22 @@ function Loading() {
   );
 }
 
-// همه‌ی صفحات پشت ورود هستند — بدون نشست، به صفحه‌ی ورود می‌رویم.
+// همه‌ی صفحات پشت ورود هستند — به جز پیش‌نویس‌های ویزارد از ربات یا بدون نشست که به صفحه‌ی ورود می‌روند.
 function RequireAuth({ children }: { children: React.ReactNode }) {
   const user = useAuthStore((s) => s.user);
-  if (!user) return <Navigate to="/login" replace />;
+  const location = useLocation();
+
+  // در صورت داشتن شناسه پیش‌نویس (از ربات بله)، دسترسی مستقیم به ویزارد بدون لاگین مجاز است
+  const searchParams = new URLSearchParams(location.search);
+  const hasDraft = searchParams.has("draft") || searchParams.has("draft_id");
+  if (location.pathname === "/wizard" && hasDraft) {
+    return <>{children}</>;
+  }
+
+  if (!user) {
+    const returnUrl = encodeURIComponent(location.pathname + location.search);
+    return <Navigate to={`/login?returnUrl=${returnUrl}`} replace />;
+  }
   return <>{children}</>;
 }
 

frontend/src/components/Combobox.tsx

@@ -25,6 +25,9 @@ export interface ComboboxProps {
   onAdd?: (val: string) => void;
   onInputChange?: (val: string) => void;
   onBlur?: () => void;
+  // با false، فوکوسِ برنامه‌ای (مثل فوکوسِ خودکار Dialog) منو را باز نمی‌کند —
+  // فقط کلیک یا تایپِ صریح کاربر بازش می‌کند.
+  openOnFocus?: boolean;
 }
 
 function toItem(x: ComboboxSourceItem): ComboboxItem {
@@ -49,6 +52,7 @@ export function Combobox({
   onAdd,
   onInputChange,
   onBlur,
+  openOnFocus = true,
 }: ComboboxProps) {
   const [text, setText] = useState(value ?? "");
   const [open, setOpen] = useState(false);
@@ -132,9 +136,13 @@ export function Combobox({
         onChange={(e) => {
           setText(e.target.value);
           setHighlight(-1);
+          if (!open) setOpen(true);
           onInputChange?.(e.target.value);
         }}
-        onFocus={() => setOpen(true)}
+        onFocus={() => {
+          if (openOnFocus) setOpen(true);
+        }}
+        onClick={() => setOpen(true)}
         onBlur={onBlur}
         onKeyDown={onKeyDown}
       />