Mahdi
7d9fc8447f
fix(reports): show Tahesab sales link only when connection exists
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Require both the tahesab org module and at least one enabled accounting connection.
2026-10-24 09:39:45 +03:30
Mahdi
5be0bc6f5e
fix(tahesab): register Ant components on sales report page
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Without explicit imports the a-button tags rendered as raw custom elements with no styles or click behavior.
2026-10-22 20:35:21 +03:30
Mahdi
2ca2650b69
fix(tahesab): make sales report apply and sync actions fire
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Bypass Ant form required validation that blocked the apply button, and surface API errors with toasts.
2026-10-22 20:04:59 +03:30
Mahdi
42b3fc72cc
fix(tahesab): type sales report statistic value for vue-tsc
2026-10-22 19:52:11 +03:30
Mahdi
6d8ede8e2a
fix(tahesab): polish sales report page chrome
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Match leads/invoices header layout, keep title clean, and add a clear apply-filters action for the date range.
2026-10-22 19:47:58 +03:30
Mahdi
ade43fea0f
feat(tahesab): sales report snapshot with org-module gate
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Sync linked asnad into CRM, filter by group/kind/metal, and require the tahesab superadmin module plus reports role access.
2026-10-22 18:20:46 +03:30
Mahdi
65cf4e9a66
feat(auth): allow owner to force OTP-only login per user
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Team menu «ورود با کد» blocks password login with a clear message and switches the login screen to OTP.
2026-10-22 15:43:24 +03:30
Mahdi
80fb5bf1bb
feat(lead-forms): real file upload under 200KB and Jalali date
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Public form file fields compress images or reject oversized files; dates use the full Jalali picker.
2026-10-22 14:28:42 +03:30
Mahdi
31f45a6a31
fix(acl): simplify data access UI to a single filter
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Drop multi-rule OR/AND editing; one all-or-filter form per section with clear hints.
2026-10-22 13:13:59 +03:30
Mahdi
73c87b8be4
fix(acl): keep empty draft rules and clarify OR/AND hint
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Empty rules were stripped on re-parse so Add rule looked broken; editor now keeps drafts until filled.
2026-10-22 12:18:05 +03:30
Mahdi
09a60b3b5a
feat(acl): deep data access by section for roles and users
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Role default + user override with OR rules; covers customers, leads, sales, activities, notes, routines, projects, and tickets.
2026-10-22 11:53:26 +03:30
Mahdi and Cursor
cb5944e767
fix(finance): shared treasury layout so tab switches stop jumping
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Keep title and nav mounted in TreasuryLayout with stable header height, and finish Ant form chrome (MoneyInput, Jalali) on finance pages.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-21 21:47:00 +03:30
Mahdi
23ae273232
feat(contacts): compact layout, mobile filter sheet and redesigned cards
2026-10-21 20:01:16 +03:30
Mahdi
1c2da34983
fix: persist and re-apply contact saved filters correctly
2026-10-21 18:46:12 +03:30
Mahdi
50d7cad66e
feat: multi-select contacts filter panel for groups sources and mood
2026-10-21 18:07:21 +03:30
Mahdi
29d99cbded
feat: customer groups for people and companies with tahesab group sync and bulk register
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Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
2026-10-21 17:16:31 +03:30
Mahdi
ce27df20ca
feat: compact logout-time cell and optional login block after logout time
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Owners set the daily logout time in a modal and can block re-login until the next Tehran day.
2026-10-21 14:20:15 +03:30
Mahdi
7ae6a5837a
feat: enforce role section permissions and add a leads permission
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Unticking a section hides it from the menu, closes its routes and blocks its writes on the server; existing roles keep their current access via migration.
2026-10-21 13:45:16 +03:30
Mahdi
631a3267d1
fix: accept createIfMissing when converting a lead to a customer
2026-10-20 21:07:39 +03:30
Mahdi
b731fe43aa
fix: fold the activity board picker and its actions into one dropdown
2026-10-20 17:59:34 +03:30
Mahdi
15cbd62997
test: update promote-from-prior stage service mock for activity boards
2026-10-20 17:36:30 +03:30
Mahdi
e6aa4c64f0
feat: group activities into boards with their own stages, like sales pipelines
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Existing stages and activities move into a default board per environment; new activities pick a board in the form.
2026-10-20 17:23:27 +03:30
Mahdi
9127fa334b
fix: stop birth dates from saving one day early in Tehran time
2026-10-20 15:20:47 +03:30
Mahdi
9a86f63f48
feat: let the Jalali date picker jump to any month or year from its title
2026-10-20 14:47:25 +03:30
Mahdi
29398a445b
fix: validate activity, deal and lead assignees by active membership in the current environment
2026-10-20 14:47:08 +03:30
Mahdi
bb8fd489de
fix: let owners and admins change a user's role from the edit-user modal
2026-10-20 12:50:32 +03:30
Mahdi
86e9ee6c2c
fix: treat Tahesab no-records as an empty customer list instead of a 502
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Listing all customers no longer fails on the final empty code range, and importing a missing code no longer creates a placeholder person.
2026-10-20 12:26:20 +03:30
Mahdi
adb63447ca
fix: stop Tahesab imports from stealing links between shared-mobile customers
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List all Tahesab customers in one paginated table with a page-size picker instead of 2000-code pages.
2026-10-20 12:00:11 +03:30
Mahdi
c1b38e1737
feat: filter Tahesab sync results to customers not yet imported
2026-10-20 11:07:58 +03:30
Mahdi
be7ae0a1d8
fix: keep the SMS credit chip pastel green when the balance is healthy
2026-10-20 10:25:38 +03:30
Mahdi
bbbedc6059
fix: polish SMS header chip and add deposit info in adm panel
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Tighten the wallet chip layout and let super-admins set charge deposit details shown in the header charge modal.
2026-10-19 21:47:17 +03:30
Mahdi
f5d68d83fc
feat: add per-org SMS wallet with adm panel and header credit
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Bill all platform SMS (including OTP), allow negative balance with manual/auto cutoffs, and support own-panel bypass without wallet debit.
2026-10-19 15:55:48 +03:30
Mahdi
f15ebb72ea
fix: let only the owner set logout time and move the attendance tab
2026-10-19 13:54:09 +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
Mahdi
3863c5e7d1
fix: hide role permissions for modules disabled in super admin
2026-10-19 12:20:52 +03:30
Mahdi
e6f9876177
fix: keep the customers menu visible when the owner views as another user
2026-10-19 11:56:05 +03:30
Mahdi and Cursor
fddf22d7fe
fix: open the card menu from the three-dot button
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Anchor the activity and deal menus to the button so they show beside the card.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-19 11:40:25 +03:30
Mahdi and Cursor
ada9a1f21f
fix: show activity board columns again
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Give the kanban the remaining page height so the columns are no longer collapsed.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-19 11:18:19 +03:30
Mahdi and Cursor
2f11105628
fix: keep customer profile tabs from overlapping on mobile
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Let the tab row scroll sideways so long labels stay readable.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-19 09:40:59 +03:30
Mahdi and Cursor
36eda8653e
merge: bring Ant Design UI from dev into main
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Keep the design refresh together with DISC, the sales copilot, and treasury behavior.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 21:33:56 +03:30
Mahdi and Cursor
8fdd5147a5
feat(web): migrate finance treasury pages to Ant Design Vue
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Replace legacy Ui* chrome on treasury routes with Ant layout, and polish mobile incomes stats colors plus nav visibility.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 21:06:18 +03:30
Mahdi and Cursor
002f697dfe
feat: add DISC profiles and a sales copilot as an org module
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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
Mahdi and Cursor
96befd3867
feat: add treasury audit, attachment download, and installment SMS
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Let cheque clearance pick a cash account and export income, expense, and installment lists to Excel.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:59:24 +03:30
Mahdi and Cursor
b25b5b125a
fix(web): resolve vue-tsc errors blocking push of Ant migration
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:48:16 +03:30
Mahdi and Cursor
4abab55a6b
feat(web): migrate CRM screens to Ant Design Vue with central theme
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Adopt ant-design-vue and a shared antdTheme for leads, pipeline, invoices, and shared form controls under strict single-page governance.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:39:59 +03:30
Mahdi and Cursor
8981a552fc
feat: gate treasury as an org module and group money inputs
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Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:33:09 +03:30
Mahdi and Cursor
ab538b8304
feat: add internal finance ledger for accounts, claims, and payroll
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Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 18:49:49 +03:30
Mahdi and Cursor
61d17c5cea
fix: persist the prior-archive cutoff date when the owner changes it
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 16:31:19 +03:30
Mahdi and Cursor
23f8da2c65
feat: log outbound SMS and show history in compose modal
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Persist manual, campaign, and automation SMS; expose history APIs for people and leads.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 21:23:07 +03:30
Mahdi and Cursor
d62e004e90
feat: SMS campaigns for people or leads with filters and batching
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Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 20:54:32 +03:30
Mahdi
