Keep the local Ant screens and icon pack. Take treasury parties, routine self-service, Tahesab auto-sync, public lead registration, and contact merge from main.
Replace the inline SVG icon set with the vuesax linear pack, add skeleton primitives for loading states, and keep page scroll inside the app shell.
Co-authored-by: Cursor <cursoragent@cursor.com>
A Tahesab import now updates the person who already has that mobile instead of creating another, and the boot merge runs once more so existing pairs collapse.
Co-authored-by: Cursor <cursoragent@cursor.com>
Each connection can set how many times a day and at which Tehran hours the server pulls Tahesab customers, including name updates for people already linked.
Co-authored-by: Cursor <cursoragent@cursor.com>
Open the new-routine action to every member, while keeping assignment to other people and teams limited to managers.
Co-authored-by: Cursor <cursoragent@cursor.com>
Show open receivable and payable balances on separate report tabs, and include each list in an Excel export.
Co-authored-by: Cursor <cursoragent@cursor.com>
Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.
Co-authored-by: Cursor <cursoragent@cursor.com>
Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.
Co-authored-by: Cursor <cursoragent@cursor.com>
Type attendance rows, remove unused symbols, and harden list item typing after the Ant settings migration.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
The action row stretched off-screen and comments on automation activities were rejected once the saved note passed 2000 characters.
Co-authored-by: Cursor <cursoragent@cursor.com>
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.
Co-authored-by: Cursor <cursoragent@cursor.com>
Mixed Persian and Latin digits were stripped down to the Latin part, so some website leads stored a truncated mobile.
Co-authored-by: Cursor <cursoragent@cursor.com>
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.
Co-authored-by: Cursor <cursoragent@cursor.com>
Document refresh can follow the selected group or person instead of every linked customer, and the sales report picks a named month or season.
Co-authored-by: Cursor <cursoragent@cursor.com>
Applying or creating a trial plan sets the owner seat cap to 3, and existing demos without a cap get the same default.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
Super admin can set a seat limit of 3, 10, 20, or a negotiated number so an owner cannot add users past that cap.
Co-authored-by: Cursor <cursoragent@cursor.com>
Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.
Co-authored-by: Cursor <cursoragent@cursor.com>
Lead-only website forms had no person mobile, so the confirmation was marked sent without a number. Use the lead phone and send the full text.
Co-authored-by: Cursor <cursoragent@cursor.com>
MahdiandCursor