Mahdi/CRM_Montzar
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420 Commits 3 Branches 2 Tags
06036b00d38aa879986aef8dbd38e8641f48d672
Commit Graph
18 Commits
Author SHA1 Message Date
MahdiandCursor 21d2c69227 feat(leads): expand filters and tidy the list chrome on mobile 
Owners can filter by assignee and follow-up status, with extra filters in a drawer, while mobile keeps a compact search-and-filter bar without the stage chip grid.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-07 11:07:34 +03:30
MahdiandCursor 534dae45b2 feat(roles): let each section decide who may assign work to others 
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
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 b25b5b125a fix(web): resolve vue-tsc errors blocking push of Ant migration 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:48:16 +03:30
MahdiandCursor 4abab55a6b feat(web): migrate CRM screens to Ant Design Vue with central theme 
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
MahdiandCursor 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:45:29 +03:30
MahdiandCursor b4ffef9b6f rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 20:51:50 +03:30
MahdiandCursor 23c83ffbee Add per-user saved column visibility for tables 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 11:56:49 +03:30
Mahdi 1309da2281 Adding registration date and multiple addresses for contacts and leads. 2026-10-03 12:29:11 +03:30
Mahdi 2309e2c5ab Edit ExcelImportFlow 2026-09-29 14:57:10 +03:30
Mahdi 66af7e577c Chat settings in Super Admin and changing the chat title and position. 2026-09-29 14:45:19 +03:30
Mahdi 8effd4cbc6 Improve Leads mobile UX and nest leads under Customers nav. 
Restore the 5-tab mobile bar, add responsive lead cards with long-press select, and fix stats/filters layout.
 2026-09-28 11:50:44 +03:30
Mahdi 647503810d Add lead company logos and refine Leads stats cards. 
Leads can upload/change/remove a logo shown in the list; stats use fixed stage labels with accurate non-archived counts.
 2026-09-27 21:17:42 +03:30
Mahdi ec5c7639e3 Match Leads stats cards to the mockup and fix Contacts double menus. 
Stage summary uses the green total card plus paired/solo white cells; people row menus use separate mobile/desktop keys.
 2026-09-27 20:35:57 +03:30
Mahdi 3833788aa8 Fix Leads row menu overflow and add edit/delete actions. 
Use a teleported dropdown so the menu stays above the table, with edit modal and archive delete.
 2026-09-27 20:18:44 +03:30
Mahdi 9edbb92b13 Align Leads header with Contacts and add phone-contact lead import. 
Leads actions mirror people import/export, and create-lead can fill fields from device contacts like Person form.
 2026-09-27 19:51:02 +03:30
Mahdi 05f205cadf Redesign Leads list to match the dashboard mockup. 
Add stage stats cards, richer filters/table columns, create modal, and mockup-style pagination.
 2026-09-27 18:22:35 +03:30
MahdiandCursor c079295ff4 Add standalone Leads module for prospect outreach before customers. 
Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 17:05:11 +03:30