Mahdi/CRM_Montzar
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69 Commits 3 Branches 2 Tags
212d02f66468a6786b08e4fe856802fbe252b1f6
Commit Graph
20 Commits
Author SHA1 Message Date
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 b8ad4037b6 Unify the web UI on shared controls and let pipeline columns be managed on the board. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:22:24 +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 51684daa61 Let the sidebar collapse to an icon rail with a logo-and-profile cap. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 17:51:40 +03:30
MahdiandCursor 3ec87ff912 Give automations a visual chain with conditions and SMS, and match the pipeline board to the sales mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 13:12:13 +03:30
MahdiandCursor 48d3469eea Rebrand the product to Montact and point local UI at production API. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-07 11:49:54 +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 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 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 574feedfa5 Polish dashboard UI to match Mento mockup with IRANSans and brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 16:06:17 +03:30
MahdiandCursor 2b0c985d19 Fix transparent AI avatar cutout and woven Mento logo mark. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:28:45 +03:30
MahdiandCursor 57fa6c8d12 Componentize dashboard middle section and add Mento brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:05:29 +03:30
MahdiandCursor da6c494fcb Match dashboard header and shell layout to the Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:39:18 +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 b606e15951 Pin sidebar to full viewport height with sticky layout. 
Keep logout at the foot while the page content scrolls independently.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:28:38 +03:30
MahdiandCursor 4b9345f55a Tighten sidebar chrome: hide nav scrollbar, icon notifications, compact user row. 
Move alerts next to the brand and merge name with role to free foot space.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:16:03 +03:30
MahdiandCursor a30e625349 Collapse sidebar into primary links and expandable groups. 
Keep daily work visible and tuck sales, extras, and settings behind toggles.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:06:41 +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