Mahdi/CRM_Montzar
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Author SHA1 Message Date
Mahdi 31f45a6a31 fix(acl): simplify data access UI to a single filter 
Drop multi-rule OR/AND editing; one all-or-filter form per section with clear hints.
 2026-10-22 13:13:59 +03:30
Mahdi 73c87b8be4 fix(acl): keep empty draft rules and clarify OR/AND hint 
Empty rules were stripped on re-parse so Add rule looked broken; editor now keeps drafts until filled.
 2026-10-22 12:18:05 +03:30
Mahdi 09a60b3b5a feat(acl): deep data access by section for roles and users 
Role default + user override with OR rules; covers customers, leads, sales, activities, notes, routines, projects, and tickets.
 2026-10-22 11:53:26 +03:30
MahdiandCursor cb5944e767 fix(finance): shared treasury layout so tab switches stop jumping 
Keep title and nav mounted in TreasuryLayout with stable header height, and finish Ant form chrome (MoneyInput, Jalali) on finance pages.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-21 21:47:00 +03:30
Mahdi 23ae273232 feat(contacts): compact layout, mobile filter sheet and redesigned cards 2026-10-21 20:01:16 +03:30
Mahdi 1c2da34983 fix: persist and re-apply contact saved filters correctly 2026-10-21 18:46:12 +03:30
Mahdi 50d7cad66e feat: multi-select contacts filter panel for groups sources and mood 2026-10-21 18:07:21 +03:30
Mahdi 29d99cbded feat: customer groups for people and companies with tahesab group sync and bulk register 
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
 2026-10-21 17:16:31 +03:30
Mahdi ce27df20ca feat: compact logout-time cell and optional login block after logout time 
Owners set the daily logout time in a modal and can block re-login until the next Tehran day.
 2026-10-21 14:20:15 +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 631a3267d1 fix: accept createIfMissing when converting a lead to a customer 2026-10-20 21:07:39 +03:30
Mahdi b731fe43aa fix: fold the activity board picker and its actions into one dropdown 2026-10-20 17:59:34 +03:30
Mahdi 15cbd62997 test: update promote-from-prior stage service mock for activity boards 2026-10-20 17:36:30 +03:30
Mahdi e6aa4c64f0 feat: group activities into boards with their own stages, like sales pipelines 
Existing stages and activities move into a default board per environment; new activities pick a board in the form.
 2026-10-20 17:23:27 +03:30
Mahdi 9127fa334b fix: stop birth dates from saving one day early in Tehran time 2026-10-20 15:20:47 +03:30
Mahdi 9a86f63f48 feat: let the Jalali date picker jump to any month or year from its title 2026-10-20 14:47:25 +03:30
Mahdi 29398a445b fix: validate activity, deal and lead assignees by active membership in the current environment 2026-10-20 14:47:08 +03:30
Mahdi bb8fd489de fix: let owners and admins change a user's role from the edit-user modal 2026-10-20 12:50:32 +03:30
Mahdi 86e9ee6c2c fix: treat Tahesab no-records as an empty customer list instead of a 502 
Listing all customers no longer fails on the final empty code range, and importing a missing code no longer creates a placeholder person.
 2026-10-20 12:26:20 +03:30
Mahdi adb63447ca fix: stop Tahesab imports from stealing links between shared-mobile customers 
List all Tahesab customers in one paginated table with a page-size picker instead of 2000-code pages.
 2026-10-20 12:00:11 +03:30
Mahdi c1b38e1737 feat: filter Tahesab sync results to customers not yet imported 2026-10-20 11:07:58 +03:30
Mahdi be7ae0a1d8 fix: keep the SMS credit chip pastel green when the balance is healthy 2026-10-20 10:25:38 +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 f15ebb72ea fix: let only the owner set logout time and move the attendance tab 2026-10-19 13:54:09 +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 3863c5e7d1 fix: hide role permissions for modules disabled in super admin 2026-10-19 12:20:52 +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 fddf22d7fe fix: open the card menu from the three-dot button 
Anchor the activity and deal menus to the button so they show beside the card.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 11:40:25 +03:30
MahdiandCursor ada9a1f21f fix: show activity board columns again 
Give the kanban the remaining page height so the columns are no longer collapsed.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 11:18:19 +03:30
MahdiandCursor 2f11105628 fix: keep customer profile tabs from overlapping on mobile 
Let the tab row scroll sideways so long labels stay readable.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 09:40:59 +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 8fdd5147a5 feat(web): migrate finance treasury pages to Ant Design Vue 
Replace legacy Ui* chrome on treasury routes with Ant layout, and polish mobile incomes stats colors plus nav visibility.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:06:18 +03:30
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module 
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:04:26 +03:30
MahdiandCursor 96befd3867 feat: add treasury audit, attachment download, and installment SMS 
Let cheque clearance pick a cash account and export income, expense, and installment lists to Excel.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:59:24 +03:30
MahdiandCursor b25b5b125a fix(web): resolve vue-tsc errors blocking push of Ant migration 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:48:16 +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 ab538b8304 feat: add internal finance ledger for accounts, claims, and payroll 
Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 18:49:49 +03:30
MahdiandCursor 61d17c5cea fix: persist the prior-archive cutoff date when the owner changes it 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 16:31:19 +03:30
MahdiandCursor 23f8da2c65 feat: log outbound SMS and show history in compose modal 
Persist manual, campaign, and automation SMS; expose history APIs for people and leads.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 21:23:07 +03:30
MahdiandCursor 9325d879a5 docs: spec unified outbound SMS log in compose modal 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 21:16:08 +03:30
MahdiandCursor d62e004e90 feat: SMS campaigns for people or leads with filters and batching 
Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 20:54:32 +03:30
MahdiandCursor 32c722f42a docs: spec SMS campaign people/leads tabs and batch send 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 20:47:48 +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 960e01938d fix(web): apply prior lens on user ProfileView timeline 
Filter my-desk activities and deals by archive cutoff so current work stays clean.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:12:48 +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 0ce2533066 fix(api): load multer types for avatar upload typecheck 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 18:08:31 +03:30
MahdiandCursor bc68582fe2 Fix prior archive filter collisions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:49:51 +03:30
MahdiandCursor e86841fc60 feat(web): add prior archive promote actions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:28:57 +03:30
MahdiandCursor 5069647f79 Add prior archive team settings UI 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:20:28 +03:30
MahdiandCursor 008733d338 Add prior promotion endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:13:01 +03:30
Mahdi c5708ed59b chore: stop tracking local SDD scratch files 2026-10-17 17:03:23 +03:30
MahdiandCursor 65d66bb331 Implement prior archive cutoff API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:01:52 +03:30
MahdiandCursor 79ba146118 Wire prior archive cutoff through API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:52:20 +03:30
MahdiandCursor 02841a5b8c refactor(api): cutoff-based prior-archive where helpers 
Replace didar/live-deal filters with createdAt cutoff and promotedFromPriorAt; add unit tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:33:32 +03:30
Mahdi a04743c6df feat: add prior-archive promote fields and shared cutoff DTOs 2026-10-17 16:27:29 +03:30
MahdiandCursor 27635c0752 docs: add prior-archive cutoff plan and ignore worktrees 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:07:59 +03:30
MahdiandCursor 03e1c01023 docs: specify date-cutoff prior archive and one-way promote 
Replace Didar-source classification with org cutoff date, deals/activities-only filter, and a promote tag that does not mutate record fields.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 15:29:37 +03:30
MahdiandCursor 177e5cc31b fix: keep list menus on screen and clip long activity subtitles 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 13:26:11 +03:30
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
MahdiandCursor 9611803567 feat: serve the same CRM on crm.montact.ir as an alias 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 23:24:50 +03:30
MahdiandCursor a494b5308e fix: make the user activity log readable and show Montact 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 14:18:56 +03:30
MahdiandCursor 582733e2ea fix: hide unlinked old activities from current work 
Imported follow-ups with no person, company, or deal stayed on the board because only linked prior records were archived.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 13:02:01 +03:30
MahdiandCursor 6bff9d2888 fix: keep imported follow-ups out of current work 
They stayed on the board when a non-prior deal was attached, even though the person was prior.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 12:34:40 +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 3a8a684aa4 docs: lock the prior-data archive design for a later start 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 20:44:30 +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 2cc81bb596 feat: keep deletions restorable and confirm a pipeline's deals before it is removed 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 22:23:09 +03:30
MahdiandCursor c04582072d fix: drop the unused button import that blocked the type check 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:08:14 +03:30
MahdiandCursor 42f0573a5f feat: send one SMS from a person or lead and keep the dashboard inside the phone frame 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:05:17 +03:30
MahdiandCursor 13ee70764b feat: show this month's birthdays and send a greeting SMS 
Each owner sees their customers born this Jalali month and can text a custom greeting.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 19:55:11 +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 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:45:29 +03:30
MahdiandCursor 0e420a443f fix: keep deal edits and right-align club leaderboard 
Empty product lists were wiping the manual amount on update, and follow-ups were only created for new deals. Leaderboard rows were laid out left-to-right on an RTL page.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:38:59 +03:30
MahdiandCursor 6b4bd0b03e fix(web): drop unused merge wizard props after preview load fix 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 22:02:56 +03:30
MahdiandCursor 910c7f51b0 fix(web): load pipeline merge preview when wizard opens 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:59:46 +03:30
MahdiandCursor 609ce3d006 rename pipeline settings hub card to تنظیمات مسیر فروش 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:46:04 +03:30
MahdiandCursor 9bed6cac03 fix(api): guard unmoved deals before pipeline merge delete 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:32:21 +03:30
MahdiandCursor fd6e79c15d feat(web): pipeline merge wizard 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:55:14 +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 d00f362376 feat(api): pipeline merge preview and merge endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:23:56 +03:30
MahdiandCursor fd8966e13f feat(pipelines): merge stage-map util and shared DTOs 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:15:11 +03:30
MahdiandCursor 91eb9be1d4 docs: add pipeline merge implementation plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:10:03 +03:30
MahdiandCursor ffae63edbf docs: add pipeline merge design spec 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:07:09 +03:30
Mahdi cba4ad6a49 fix deal edit save; add new person from deal form; club and multi-select 2026-10-12 19:23:07 +03:30
Mahdi faac26d07d club home redesign; deal multi-select delete; anchored card menus 2026-10-12 17:59:07 +03:30
Mahdi a2b01f787e club home redesign; deal card menu anchored to button + delete 2026-10-12 14:54:32 +03:30
Mahdi 8af78047d9 club home redesign; deal card menu: delete with confirmation 2026-10-12 12:39:52 +03:30
Mahdi b43ed68e82 feat(automations): multi-option form-field conditions (all / any / none / exact) 2026-10-11 17:26:17 +03:30
Mahdi f4398cdb3e fix(web): mobile automation canvas/inspector, compact activity row, timestamped comments 2026-10-11 16:48:37 +03:30
Mahdi 17638786a8 feat(automations): parallel branch canvas, simple/advanced level per org, rules list UX 2026-10-11 14:48:12 +03:30
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
Mahdi b30f68563d docs: update user guide, roadmap and progress; comprehensive features catalog 2026-10-11 12:06:23 +03:30
Mahdi 51ca23b398 docs: update user guide, roadmap and progress; add comprehensive features catalog 2026-10-11 11:54:08 +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 b87ebb22e0 Montify: robust pagination (beyond 50), endpoint diagnose button 2026-10-10 18:01:55 +03:30
Mahdi 792b3d29fa Montify: allow restarting stuck sync from UI; log sync progress 2026-10-10 17:11:51 +03:30
Mahdi 0802c2f436 Montify sync: save progress every 5 customers; skip endpoints returning 404, summarize instead of per-customer errors 2026-10-10 16:56:58 +03:30