Mahdi and Cursor
004d1dff93
feat(boards): ease dragging a card toward an off-screen spot
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Scroll the column while a card is held near its edge and show a light gap where the card will land.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-04 20:05:50 +03:30
Mahdi and Cursor
08a278e1c8
feat(treasury): number documents and manage categories on their tab
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Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-04 13:11:09 +03:30
Mahdi and Cursor
d71c2dbef4
feat(treasury): show who still owes on the finance pages
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Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-04 11:36:55 +03:30
Mahdi and Cursor
1ccbefa7a3
fix(treasury): scope finance access and hide it when the module is off
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Accounts can be edited, including the opening balance, and finance sections and accounts can be granted on a role or on one user. The finance menu stays hidden when the organization module is disabled.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-04 10:02:31 +03:30
Mahdi and Cursor
14f4e9d7d8
fix(activities): put the priority flag on the date row and recolor medium and low
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-03 21:32:49 +03:30
Mahdi and Cursor
52edccf74e
fix(boards): keep card order inside a column and show activity priority
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-03 21:22:30 +03:30
Mahdi and Cursor
534dae45b2
feat(roles): let each section decide who may assign work to others
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Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-03 13:15:21 +03:30
Mahdi and Cursor
1b10ee30df
fix(web): keep the sidebar org name inside the footer
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Long organization names wrap beside the logout button instead of spilling out of the sidebar card.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-02 19:43:47 +03:30
Mahdi and Cursor
06977d27ed
feat(activities): attach voice and files on activity notes
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-02 16:34:03 +03:30
Mahdi and Cursor
e6e90aabf3
feat(activities): step through the same desk list from a detail
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-02 14:30:17 +03:30
Mahdi and Cursor
4af248b06a
feat(activities): filter the desk from each column
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Assignees are searched instead of listed in full, and start time only filters whether a time is set.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-01 21:20:42 +03:30
Mahdi and Cursor
d5dd13863a
feat(web): add next Saturday and next week to postpone
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Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-01 21:20:15 +03:30
Mahdi and Cursor
81edf61065
feat(notes): let organizations edit the note category bar
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The filter chips were fixed labels. Owners can rename, hide, reorder, and add categories.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-01 16:34:34 +03:30
Mahdi and Cursor
8e1e94a439
feat(notes): let organizations define their own note fields
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The note form was fixed. Owners can add fields and each note keeps those values.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-01 15:38:05 +03:30
Mahdi and Cursor
8d01bce0c2
fix(web): keep the activity desk usable on a phone
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-31 15:05:05 +03:30
Mahdi and Cursor
cbc2e4ee8a
fix(web): keep the Jalali picker above Ant modals
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The date and time panel was opening behind the new-task dialog because its layer sat under the modal.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-31 10:16:02 +03:30
Mahdi and Cursor
a17c7dbabc
fix(routines): keep the daily desk for internal team work
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Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 20:53:26 +03:30
Mahdi and Cursor
6f42440b3b
fix(activities): return to the same group after opening a card
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The back link dropped the board from the address, so the desk reopened on the default group.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 09:22:23 +03:30
Mahdi and Cursor
2cc2d358e4
fix(web): make kanban column titles readable
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Widen board columns and keep counts inside the add button so stage and card titles have room.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-28 17:24:58 +03:30
Mahdi and Cursor
f15c5b9141
feat(activities): add photos when registering a follow-up comment
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A later comment can attach photos with the same compressor, and they stay on the activity note.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-27 21:52:37 +03:30
Mahdi and Cursor
9812e4e5ba
fix(crm): honor open data scopes and role assignees
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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
Mahdi and Cursor
2ff35e55fc
feat(tahesab): net sales by factor, group, and commission
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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
15f89aec04
Readjusting the dashboard header height
2026-10-25 20:53:06 +03:30
Mahdi
bebd1be29b
Adjusting the lead note and dashboard header height
2026-10-25 20:21:33 +03:30
Mahdi and Cursor
0daaef0b39
fix(web): calm hero flash, lead detail, and scope sources
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Keep the dashboard backdrop out of flow on first paint, clamp long lead notes, scroll the quick-actions rail, return to the lead board, and only list import sources that exist in this environment.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-25 19:22:30 +03:30
Mahdi and Cursor
91637cb3a6
fix(web): search and multi-select data scope filters
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Long group and source lists overflowed the team settings panel.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-25 10:48:15 +03:30
Mahdi
546a7a7e46
fix(web): keep jalali day cells inside calendar panel
2026-10-25 10:05:16 +03:30
Mahdi
48815852fc
fix(crm): mesghal by metal, jalali fit, scoped group filters
2026-10-24 22:25:27 +03:30
Mahdi
f8128ebe3a
fix(tahesab): rename invoice timestamp label to زمان چاپ
2026-10-24 21:54:55 +03:30
Mahdi and Cursor
6ec7a1a942
fix(tahesab): label invoice timestamp as print date
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Rename تاریخ ایجاد to تاریخ چاپ on the asnad invoice preview and PDF.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-24 21:51:32 +03:30
Mahdi and Cursor
2d690b4c04
feat(tahesab): polish asnad invoice PDF and prior balance
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Compute حساب قبل from asnad before this doc date/number, add in-app preview layout, and leave a blank mesghal line for handwriting after print.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-24 21:47:46 +03:30
Mahdi
1ba352f127
fix(tahesab): open invoice PDF window synchronously on click
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Awaiting settings before window.open left a blank tab; open about:blank on click then fill via blob URL.
2026-10-24 14:09:46 +03:30
Mahdi
f50246dc46
feat(tahesab): PDF invoice export for asnad cards
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Add per-document PDF print from account details, plus org invoice settings for logo and texts separate from CRM invoices.
2026-10-24 12:34:02 +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
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
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
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 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
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
MahdiandCursor