Mahdi and Cursor
b583858088
feat(customers): add optional group assignees with OR visibility for people, companies, and birthdays
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-12 12:59:49 +03:30
Mahdi and Cursor
0e1bc4a1fe
fix(access): honor finance sections and team-member data scope
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Role treasury keys now open the first allowed finance page, and team-member ownership limits lists, dashboard, and reports instead of the whole organization.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-09 11:20:20 +03:30
Mahdi and Cursor
534dae45b2
feat(roles): let each section decide who may assign work to others
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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 >
2026-11-03 13:15:21 +03:30
Mahdi
48815852fc
fix(crm): mesghal by metal, jalali fit, scoped group filters
2026-10-24 22:25:27 +03:30
Mahdi
09a60b3b5a
feat(acl): deep data access by section for roles and users
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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
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
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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 and Cursor
79ba146118
Wire prior archive cutoff through API
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 16:52:20 +03:30
Mahdi and Cursor
6bc5e1bec7
feat: separate prior records behind an owner switch and count last-period questions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 10:48:30 +03:30
Mahdi and Cursor
60d797f184
feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)
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- 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
e08f1452ef
Unified search algorithm across all lists; per-section record visibility (contacts, deals, activities, leads, finance, tickets, notes, projects)
2026-10-06 15:04:46 +03:30
Mahdi
f71f09c85d
Align companies with the Didar export: new fields, Didar-format Excel import/export, and people linked to companies by Didar code
2026-10-06 12:25:20 +03:30
Mahdi
6463275c3d
Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API.
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Ignore Graphify local artifacts and expose new modules in superadmin.
2026-09-26 14:59:48 +03:30
Mahdi and Cursor
29a040c21d
Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-29 21:06:30 +03:30
MahdiandCursor