Mahdi/CRM_Montzar
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396 Commits 3 Branches 2 Tags
1ccbefa7a3ac82e3d79bdfed0e5f2b27f141040d
Commit Graph
73 Commits
Author SHA1 Message Date
MahdiandCursor 1ccbefa7a3 fix(treasury): scope finance access and hide it when the module is off 
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
MahdiandCursor 1b10ee30df fix(web): keep the sidebar org name inside the footer 
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
MahdiandCursor c273dd6c58 feat(adm): split chat and billing settings and add a master login 
Super admin can filter dashboard counts, edit or delete admins, and sign into a user's CRM account with one shared password.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 19:13:57 +03:30
MahdiandCursor 28938e8f77 feat(billing): cap each owner's stored file volume 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 15:44:36 +03:30
MahdiandCursor 18a7cd3b5a fix(web): rename the activities nav item 
The sidebar says فعالیت‌ها, and the phone tab stays فعالیت so the five-item bar still fits.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-01 22:45:34 +03:30
Mahdi bebd1be29b Adjusting the lead note and dashboard header height 2026-10-25 20:21:33 +03:30
Mahdi ade43fea0f feat(tahesab): sales report snapshot with org-module gate 
Sync linked asnad into CRM, filter by group/kind/metal, and require the tahesab superadmin module plus reports role access.
 2026-10-22 18:20:46 +03:30
Mahdi 7ae6a5837a feat: enforce role section permissions and add a leads permission 
Unticking a section hides it from the menu, closes its routes and blocks its writes on the server; existing roles keep their current access via migration.
 2026-10-21 13:45:16 +03:30
Mahdi bbbedc6059 fix: polish SMS header chip and add deposit info in adm panel 
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 
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 8590579605 feat: log staff sign-in and sign-out and force logout at a set time 2026-10-19 13:34:55 +03:30
Mahdi e6f9876177 fix: keep the customers menu visible when the owner views as another user 2026-10-19 11:56:05 +03:30
MahdiandCursor 36eda8653e merge: bring Ant Design UI from dev into main 
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
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 8981a552fc feat: gate treasury as an org module and group money inputs 
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:33:09 +03:30
MahdiandCursor f7b07f6b7a feat: owner read-only view-as from team users table 
Allow org owners to inspect any member's data scope via dual JWT; server blocks mutations and team page stays reachable for return.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:57:26 +03:30
MahdiandCursor 52c7306e78 fix(web): shorten prior-switch label to اطلاعات قبل 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:19:31 +03:30
MahdiandCursor 3fb5f32ac3 fix: align activity badge and person profile with prior lens 
Count nav badge for desk=mine, always apply activity prior filter on person records, and stop loading prior=all deals on profiles.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 18:56:44 +03:30
MahdiandCursor 6bc5e1bec7 feat: separate prior records behind an owner switch and count last-period questions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:48:30 +03:30
MahdiandCursor 831c682eb3 feat: show the full work history and load every lead stage on the board 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 19:47:32 +03:30
MahdiandCursor cf326d1ed9 fix: keep birthdays and show Shamsi dates 
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 18:04:53 +03:30
MahdiandCursor 9b42fec0a8 feat(web): pipeline settings page and nav entry 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:33:29 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 21:28:49 +03:30
Mahdi e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +03:30
MahdiandCursor b3784818fc feat: routines module; super admin subscription badge, 7-day trial and lifetime plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 19:54:38 +03:30
Mahdi 0d7555f219 Fixing the error in today's task count 2026-10-06 12:44:09 +03:30
Mahdi d4972891f1 Updating ConversationsView wiring and the nav badge next. 2026-09-29 16:22:37 +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 0670067e7f Add conversations settings link to settings hub menu. 2026-09-29 11:34:31 +03:30
MahdiandCursor a1655432fc Add internal org chat (phase 1) with DM, groups, and org settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-29 10:34:01 +03:30
Mahdi 589c763ef8 Polish desktop sidebar branding and tighten automation rules card. 
Move profile and collapse control, show org even for one workspace, and center rules labels in the toolbar-height card.
 2026-09-28 17:35:03 +03:30
Mahdi 32e27d45f7 Add desk-style task workflow on Activities and Project boards. 
Managers can switch my desk vs team, reassign activities, and filter project cards to their work; assignees can see and move cards.
 2026-09-28 12:28:14 +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 ac3ffb8ab2 Promote Leads to a top-level nav hub and expire login OTP after 90s. 
Leads items sit under their own hub after Customers; login OTP shows a countdown and returns to the mobile step when time runs out.
 2026-09-27 18:00:59 +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
MahdiandCursor d133c8ca34 Add reservations module and rename teams visibility label to file-access level. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 09:38:17 +03:30
Mahdi db65b55660 Add VoIP webhook connector for call logging, notifications, and optional click-to-call; align brand to Montact. 2026-09-27 08:47:11 +03:30
Mahdi 26085b54a9 Add WooCommerce integration: sync orders to invoices/people with webhook, cron, and settings UI. 2026-09-26 17:59:16 +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 0e580b19c3 Editing Super Admin permissions and visual changes 2026-09-20 12:07:05 +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 9ae176bec0 Creating & Edit profile 2026-09-15 14:10:52 +03:30
Mahdi 76acf8d1d3 Creating a mobile menu at the bottom of the app 2026-09-14 19:19:09 +03:30
Mahdi f176fde1eb Redesign of the SMS automation page 2026-09-14 16:49:43 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
Mahdi bd63d2ab76 Added modal to menu 2026-09-11 17:37:24 +03:30
Mahdi 103e9b1c50 Drop unused sidebar active flags so the web type-check can pass. 2026-09-11 14:56:32 +03:30