Mahdi/CRM_Montzar
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Author SHA1 Message Date
MahdiandCursor 1ac23e13c1 Improve person assets UI and fix Tahesab asnad date/list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:08:46 +03:30
MahdiandCursor 43526cb980 Fix Tahesab empty-range 502 by using a single ByCode call. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:41:12 +03:30
MahdiandCursor 38f4b75a78 Allow empty Tahesab code range to list and import all customers. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:30:54 +03:30
MahdiandCursor 3277561e55 Clarify Tahesab self-signed TLS fix with one-click enable. 
Health already failed on certificate; search/import need allowInsecureTls on the connection.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:52:27 +03:30
MahdiandCursor b42d39d756 Fix Tahesab ByCode list body key causing 502 on range search. 
Use Dolistmoshtari as documented and surface upstream error text in the UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:42:08 +03:30
MahdiandCursor 15a0afae5c Add Tahesab bulk customer import by code range. 
Connecting alone does not copy customers; settings now list a code range and import them into CRM persons with link status.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:33:12 +03:30
MahdiandCursor a88bd83c9b Generate RTL Word exports for all main Persian product docs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:53:41 +03:30
MahdiandCursor 40d492cb5a Refresh product docs and add Mento capabilities catalog. 
Rewrite roadmap and progress for the shipped product, update the user guide for auth/Tahesab/AI/UI, and add a short feature index.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:45:36 +03:30
MahdiandCursor 092767b6f2 Align older CRM pages with the Mento visual language. 
Restyle list, form, settings, and secondary modules to match contacts/activities patterns with teal chrome, soft panels, and mobile layouts — without changing already-redesigned screens.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:29:41 +03:30
MahdiandCursor 20a9ac0d34 Add thousand separators to all CRM price and amount inputs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:13:39 +03:30
MahdiandCursor 36e47e8af3 Ask activity reminder channel: in-app notification and/or SMS. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:04:39 +03:30
MahdiandCursor 83d25ec1c5 Replace time selects with circular dial pickers in JalaliDateInput. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:56:50 +03:30
MahdiandCursor 32dfb01b4d Fix contacts page overlapping and squeeze on mobile layouts. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:49:19 +03:30
MahdiandCursor 66dfef5d53 Make notes page layout work cleanly on small screens. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:45:53 +03:30
MahdiandCursor 55d9b494e6 Use password login without OTP; keep OTP for signup and optional mobile login. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:37:15 +03:30
MahdiandCursor 78511a7d53 Prefer SMS for auth OTP when email mailer is not configured. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:22:55 +03:30
MahdiandCursor c620d1d6d4 Redesign login/register with Mento branding and email/mobile OTP. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:47:33 +03:30
MahdiandCursor aa3fe49ce6 Redesign sales pipeline UI and reconnect it to live board APIs. 
Keep the employer kanban layout while loading pipelines/deals from the server, persisting drag-and-drop moves, and seeding a Waiting pipeline with demo deals.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:18:39 +03:30
MahdiandCursor 4b47b753c3 Add Tahesab jewelry accounting integration with multi-DB connections. 
Encrypt tokens server-side, sync customers both ways, show balances/documents on the person Assets tab, and push sanads with idempotent Factor_Code logging.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-04 22:00:23 +03:30
MahdiandCursor d2f66d11fc Ask for organization business field at signup, including jewelry. 
Store Didar-style industry on the org so registration, settings, and Ask Mento share the same catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 16:45:59 +03:30
MahdiandCursor ce94658fcd Show live mic levels and a transcribing status on voice dictation. 
Make long speech-to-text waits obvious and match the Pipecat-style voice meter while recording.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 15:48:28 +03:30
MahdiandCursor e91f06eb70 Remove unused deal delete helper that failed the production Vue build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:27:14 +03:30
MahdiandCursor 7757c0837d Add Ask Mento, customer mood, and Pipecat speech-to-text. 
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:20:55 +03:30
MahdiandCursor 0dd2966f3c Close unclosed CSS block that broke the production Vue build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:40:58 +03:30
MahdiandCursor 651e35fd1b Fix Vue production build type errors in activity form and date picker. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:37:58 +03:30
MahdiandCursor f884c60cab Add activity detail, Jalali pickers, and customer/user profiles. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:29:00 +03:30
MahdiandCursor 574feedfa5 Polish dashboard UI to match Mento mockup with IRANSans and brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 16:06:17 +03:30
MahdiandCursor 2b0c985d19 Fix transparent AI avatar cutout and woven Mento logo mark. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:28:45 +03:30
MahdiandCursor 57fa6c8d12 Componentize dashboard middle section and add Mento brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:05:29 +03:30
MahdiandCursor da6c494fcb Match dashboard header and shell layout to the Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:39:18 +03:30
MahdiandCursor 523e641d8f Redesign home dashboard and app shell to match Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:21:54 +03:30
MahdiandCursor d152d1c19f Add Smart Notes AI analysis and Mento Memory with user approval. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 14:29:34 +03:30
MahdiandCursor 4d9f3c04cd Note Word and PDF paths in the user guide. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:49:53 +03:30
MahdiandCursor 35a1a07e68 Regenerate Persian user guide Word and PDF from the expanded markdown. 
Keep downloadable docs in sync with the latest shipped product features.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:49:24 +03:30
MahdiandCursor 323c593570 Expand the user guide to cover every shipped CRM module in detail. 
Document menus, roles, sales, support, portal SMS, projects, loyalty, and automations.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:36:53 +03:30
MahdiandCursor b606e15951 Pin sidebar to full viewport height with sticky layout. 
Keep logout at the foot while the page content scrolls independently.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:28:38 +03:30
MahdiandCursor 4b9345f55a Tighten sidebar chrome: hide nav scrollbar, icon notifications, compact user row. 
Move alerts next to the brand and merge name with role to free foot space.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:16:03 +03:30
MahdiandCursor a30e625349 Collapse sidebar into primary links and expandable groups. 
Keep daily work visible and tuck sales, extras, and settings behind toggles.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:06:41 +03:30
MahdiandCursor 3b50f14817 Document production deploy gotchas for SMS, Postgres, and shared symlink. 
Capture real server lessons so future updates avoid DATABASE_URL, tarball, and nginx traps.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:00:21 +03:30
MahdiandCursor c2bfa7749d Add project board, loyalty club, and if/then automations. 
Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 09:42:07 +03:30
MahdiandCursor 2e6c4779ab Point PM2 at Nest dist/src/main.js with apps/api cwd. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 08:50:06 +03:30
MahdiandCursor 8de988a359 Fix calendar activity person label to use fullName. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 08:26:30 +03:30
MahdiandCursor d4f6bd9c01 Ignore Office lock files and drop accidental Word temp from repo. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-29 21:07:58 +03:30
MahdiandCursor 29a040c21d Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-29 21:06:30 +03:30