Mahdi/CRM_Montzar
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47 Commits 3 Branches 2 Tags
11fa4c5e23fdcaa73bd1ddbcfe4b76933cb1f61c
Commit Graph
21 Commits
Author SHA1 Message Date
MahdiandCursor 11fa4c5e23 Treat Tahesab 404 no-records as empty asnad list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:35:20 +03:30
MahdiandCursor 8f9a00f319 Fix asnad via root POST like Hamkar; show accounting code label. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:27:42 +03:30
MahdiandCursor 3ab102ddae Align DoListAsnad with Hamkar (4 args) and treat empty ERROR as []. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:18:37 +03:30
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 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 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 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 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 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 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 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 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