Mahdi/CRM_Montzar
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58 Commits 3 Branches 2 Tags
361dbfc3e59c6286a89a0cfbcf77bfba966c9e17
Commit Graph
14 Commits
Author SHA1 Message Date
MahdiandCursor 4e3dbb4e00 Redesign notes list and editor to match Keep-style mockups. 
Add checklist, activity link, location, analyze flag, and audio attachments with a real API-backed masonry UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:13:01 +03:30
MahdiandCursor 32af147237 Redesign sales goals and forecast with typed targets and live progress. 
Match desktop/mobile mockups and compute current amounts, status, and KPIs from real CRM data.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 18:38:11 +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 55f360c13f Redesign products list and form to match catalog mockups. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 16:26:09 +03:30
MahdiandCursor 36e47e8af3 Ask activity reminder channel: in-app notification and/or SMS. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:04:39 +03:30
MahdiandCursor c620d1d6d4 Redesign login/register with Mento branding and email/mobile OTP. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:47:33 +03:30
MahdiandCursor aa3fe49ce6 Redesign sales pipeline UI and reconnect it to live board APIs. 
Keep the employer kanban layout while loading pipelines/deals from the server, persisting drag-and-drop moves, and seeding a Waiting pipeline with demo deals.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:18:39 +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 d2f66d11fc Ask for organization business field at signup, including jewelry. 
Store Didar-style industry on the org so registration, settings, and Ask Mento share the same catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 16:45:59 +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 d152d1c19f Add Smart Notes AI analysis and Mento Memory with user approval. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 14:29:34 +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