Mahdi/CRM_Montzar
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127 Commits 3 Branches 2 Tags
1b160c8cd38206fc6b3fd1712e44a613282655c9
Commit Graph
32 Commits
Author SHA1 Message Date
Mahdi 1b160c8cd3 Add named teams and per-user data visibility (own/team/org) with settings UI and org module. 2026-09-26 17:15:09 +03:30
Mahdi ef600d149d Add public API keys, outbound webhooks, and bulk SMS campaigns with settings UI and org modules. 2026-09-26 16:12:29 +03:30
Mahdi 6463275c3d Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API. 
Ignore Graphify local artifacts and expose new modules in superadmin.
 2026-09-26 14:59:48 +03:30
Mahdi 99df327ded Adding two fields to the mesh form 2026-09-23 14:41:16 +03:30
Mahdi 17fb33b3e7 Adding a task generated from the account balance to products 2026-09-21 21:25:34 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
Mahdi 605e1d3340 Edit login suoerAdmin 2026-09-19 22:42:51 +03:30
Mahdi b016b4754f Creating a CRM Super Admin 2026-09-19 21:54:21 +03:30
Mahdi d3f97b9dc4 Multi-environment and multi-user construction 2026-09-15 21:37:58 +03:30
Mahdi 44f9849d0e Creating import&export excel 2026-09-15 17:33:05 +03:30
Mahdi 9ae176bec0 Creating & Edit profile 2026-09-15 14:10:52 +03:30
Mahdi f176fde1eb Redesign of the SMS automation page 2026-09-14 16:49:43 +03:30
Mahdi 8925c77ae0 Edit SMS automation 2026-09-13 21:22:41 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
MahdiandCursor 9beaed96e8 Let cheques be received or paid without an invoice, and remind staff three days before due date. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 11:34:49 +03:30
MahdiandCursor 9a991fc1f1 Add salesperson commissions on issued invoices and a cheque register. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 01:09:59 +03:30
MahdiandCursor 212d02f664 Add a small internal warehouse and party balances when Tahesab is off. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 22:24:16 +03:30
MahdiandCursor f1aba1b386 Let automations fire on more CRM events and open the studio from the main nav. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 21:43:17 +03:30
MahdiandCursor 820c0780d8 Ship loyalty club and form builder so production pull gets the new screens. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 13:50:05 +03:30
MahdiandCursor 4e3dbb4e00 Redesign notes list and editor to match Keep-style mockups. 
Add checklist, activity link, location, analyze flag, and audio attachments with a real API-backed masonry UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:13:01 +03:30
MahdiandCursor 32af147237 Redesign sales goals and forecast with typed targets and live progress. 
Match desktop/mobile mockups and compute current amounts, status, and KPIs from real CRM data.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 18:38:11 +03:30
MahdiandCursor 2ece79b3d6 Unify invoices and quotes UI with discount, tax, and credit notes. 
Match list/form mockups on desktop and mobile, wire real APIs for billing fields, and merge proforma into the invoices section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 17:53:50 +03:30
MahdiandCursor 55f360c13f Redesign products list and form to match catalog mockups. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 16:26:09 +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 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 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