Mahdi/CRM_Montzar
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275 Commits 3 Branches 2 Tags
2c7c9438020c803adfba68f50b5e2522e2a88a5d
Commit Graph
26 Commits
Author SHA1 Message Date
MahdiandCursor 2c7c943802 feat: allow bulk select and delete on activities and deal list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 12:47:07 +03:30
Mahdi f4398cdb3e fix(web): mobile automation canvas/inspector, compact activity row, timestamped comments 2026-10-11 16:48:37 +03:30
MahdiandCursor fa3fe0d364 Web: fix mobile overflow on activities, activity form, assets panel, routines, team/audit/API settings 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 11:58:45 +03:30
MahdiandCursor d683932d1b feat(forms): merge notes tab into main info for activity and deal forms; show activity hashtags 
- Activity form: notes/tags card inline, live hashtag preview, focus notes when required
- Hashtags shown in activity detail (clickable search) and list rows; search accepts #tag
- Deal form: remove mobile tabs

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 13:17:29 +03:30
MahdiandCursor 13668c4ba4 feat(activities): split customer column, wider search, custom activity types with type-specific fields 
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 12:29:23 +03:30
MahdiandCursor aa2f39256a feat(activities): editable stages with tab and kanban views 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 11:18:53 +03:30
Mahdi 5074c6d791 Add column visibility menu to activities and API keys tables, and make related person optional when creating an activity 2026-10-06 13:35:13 +03:30
MahdiandCursor 48de552f36 Add row selection, bulk delete, row numbers and page size picker to tables; redesign person profile header 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:00:21 +03:30
MahdiandCursor 60c16053a4 Support Didar activity Excel exports without header rows via positional columns. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 10:44:00 +03:30
MahdiandCursor cbfe470f33 Import large activity Excel in the browser via JSON chunks to avoid 502. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:28:47 +03:30
MahdiandCursor d3fb92a5e2 Split large activity Excel prepare from chunk import and clarify errors. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:58:41 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +03:30
Mahdi 1309da2281 Adding registration date and multiple addresses for contacts and leads. 2026-10-03 12:29:11 +03:30
Mahdi 989c03b381 Filtering tasks and assigning a person in charge during Excel import 2026-10-03 12:00:46 +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 b7e3d1e290 Create a project workflow by typing to generate approval cards. 2026-09-23 16:32:41 +03:30
Mahdi 4b335aa7ff Refining the speech-to-text conversion structure 2026-09-22 11:02:08 +03:30
Mahdi 4776d1a3c3 Edit import excel 2026-09-19 15:30:31 +03:30
MahdiandCursor dfd35c45ef Merge design_ui_v2 into design_ui so the new design system can be previewed without dropping later product work. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-17 16:46:00 +03:30
Mahdi 44f9849d0e Creating import&export excel 2026-09-15 17:33:05 +03:30
s.esmaeili 1ae87c97b7 feat(ui): standardize design system, modals, sidebar, and form inputs 
- Implement unified design system tokens, 10px radius, and IRANSans typography
- Modernize sidebar with Gemini-style collapsed expander, square 1:1 items, and elevated profile flyout
- Standardize all modal dialogs with 16px padding, fixed header/footer, 16px medium title, and sticky bottom actions
- Refactor DealFormView and CustomFieldsSection with standard UiField, UiInput, and UiSelect components
- Add draggable bottom-left QuickCreate floating action button
 2026-09-12 01:33:07 +03:30
MahdiandCursor 535c428270 Align controls to 36/10 and make create modals full-screen on mobile. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 23:45:11 +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 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 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 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