Mahdi/CRM_Montzar
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26 Commits
Author SHA1 Message Date
MahdiandCursor 43437b0280 fix(test): pass the storage quota service into activity tests 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 15:47:32 +03:30
MahdiandCursor 590f8114cc fix(sms): send form confirmations to the lead number 
Lead-only website forms had no person mobile, so the confirmation was marked sent without a number. Use the lead phone and send the full text.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-31 16:41:41 +03:30
MahdiandCursor d7b5085096 feat(leads): keep gender on leads and form submissions 
A lead can carry the same honorific as a person, and a form that asks gender writes it onto the lead.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-31 12:49:42 +03:30
MahdiandCursor 99d686fefb fix(leads): give a new form lead the same owner as its first call 
When a form has no round-robin assignees, the lead now follows the person the automation assigns to the first call.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-29 19:30:13 +03:30
MahdiandCursor b9bb2ff9fa feat(contacts): keep Tahesab honorifics with person gender 
Male and female names can store the title when requested, and Tahesab import and export use the same gender.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-29 18:46:10 +03:30
MahdiandCursor 463a1652a6 feat(platform): text admins when an account opens or a subscription ends 
Signup and admin-created accounts notify platform managers, and an ended plan sends one SMS instead of repeating for old expirations.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-27 22:27:05 +03:30
MahdiandCursor 1d3588a69d feat(activities): attach compressed photos to activity notes 
Photos on an activity are shrunk with the form-builder compressor and stored only when they fit under 200KB.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-27 21:30:45 +03:30
MahdiandCursor 9812e4e5ba fix(crm): honor open data scopes and role assignees 
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-27 18:07:42 +03:30
MahdiandCursor 2ff35e55fc feat(tahesab): net sales by factor, group, and commission 
Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-26 11:05:34 +03:30
Mahdi 15cbd62997 test: update promote-from-prior stage service mock for activity boards 2026-10-20 17:36:30 +03:30
Mahdi 8590579605 feat: log staff sign-in and sign-out and force logout at a set time 2026-10-19 13:34:55 +03:30
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module 
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:04:26 +03:30
MahdiandCursor 008733d338 Add prior promotion endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:13:01 +03:30
MahdiandCursor 65d66bb331 Implement prior archive cutoff API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:01:52 +03:30
MahdiandCursor 02841a5b8c refactor(api): cutoff-based prior-archive where helpers 
Replace didar/live-deal filters with createdAt cutoff and promotedFromPriorAt; add unit tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:33:32 +03:30
MahdiandCursor 582733e2ea fix: hide unlinked old activities from current work 
Imported follow-ups with no person, company, or deal stayed on the board because only linked prior records were archived.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 13:02:01 +03:30
MahdiandCursor 6bff9d2888 fix: keep imported follow-ups out of current work 
They stayed on the board when a non-prior deal was attached, even though the person was prior.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 12:34:40 +03:30
MahdiandCursor 6bc5e1bec7 feat: separate prior records behind an owner switch and count last-period questions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:48:30 +03:30
MahdiandCursor 13ee70764b feat: show this month's birthdays and send a greeting SMS 
Each owner sees their customers born this Jalali month and can text a custom greeting.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 19:55:11 +03:30
MahdiandCursor cf326d1ed9 fix: keep birthdays and show Shamsi dates 
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 18:04:53 +03:30
MahdiandCursor fd8966e13f feat(pipelines): merge stage-map util and shared DTOs 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:15:11 +03:30
Mahdi b43ed68e82 feat(automations): multi-option form-field conditions (all / any / none / exact) 2026-10-11 17:26:17 +03:30
Mahdi 17638786a8 feat(automations): parallel branch canvas, simple/advanced level per org, rules list UX 2026-10-11 14:48:12 +03:30
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 21:28:49 +03:30
MahdiandCursor 46a7693ea0 QA: unit tests for API logic, Playwright smoke tests, pre-push check, manual QA checklist 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 20:11:07 +03:30