Mahdi
7aaa15fad2
merge: bring latest origin/main into dev (keep local UI)
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Resolved UI conflicts in favor of local Ant Design screens; kept non-UI changes from main.
2026-11-03 16:55:42 +03:30
Mahdi
26792f9a37
feat: migrate CRM screens to Ant Design Vue and expand home dashboard
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Preserve the local Ant UI work across views/components and add the new home dashboard chart panels before merging latest main.
2026-11-03 16:51:51 +03:30
Mahdi
7ae6a5837a
feat: enforce role section permissions and add a leads permission
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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 and Cursor
bc68582fe2
Fix prior archive filter collisions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:49:51 +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
6bff9d2888
fix: keep imported follow-ups out of current work
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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
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
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 and Cursor
22980e5152
Add Didar-style conversion rate to sales reports.
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Show won-over-incoming deals for the selected period with time, user, and source breakdowns alongside the existing win-rate metric.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-27 15:36:34 +03:30
Mahdi
55a287563d
Add simple report builder with metrics, dimensions, and user/team filters.
2026-09-27 11:54:23 +03:30
Mahdi
a16c2f0a9b
Add saved report views with personal/org filters and in-org share links.
2026-09-27 11:11:33 +03:30
Mahdi
6a9e864b07
Add deeper reports: stage conversion, period compare, and deal drill-down.
2026-09-27 10:39:09 +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
d3f97b9dc4
Multi-environment and multi-user construction
2026-09-15 21:37:58 +03:30
Mahdi and Cursor
7862b6f374
Redesign reports dashboard with full API-backed widgets.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 17:04:54 +03:30
Mahdi and Cursor
523e641d8f
Redesign home dashboard and app shell to match Mento mockup.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-01 15:21:54 +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
Mahdi
