Mahdi/CRM_Montzar
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37 Commits 3 Branches 2 Tags
40d492cb5ab2787dd79dd24a791c1a88004b68c2
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11 Commits
Author SHA1 Message Date
MahdiandCursor 40d492cb5a Refresh product docs and add Mento capabilities catalog. 
Rewrite roadmap and progress for the shipped product, update the user guide for auth/Tahesab/AI/UI, and add a short feature index.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:45:36 +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 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 4d9f3c04cd Note Word and PDF paths in the user guide. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:49:53 +03:30
MahdiandCursor 35a1a07e68 Regenerate Persian user guide Word and PDF from the expanded markdown. 
Keep downloadable docs in sync with the latest shipped product features.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:49:24 +03:30
MahdiandCursor 323c593570 Expand the user guide to cover every shipped CRM module in detail. 
Document menus, roles, sales, support, portal SMS, projects, loyalty, and automations.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:36:53 +03:30
MahdiandCursor 3b50f14817 Document production deploy gotchas for SMS, Postgres, and shared symlink. 
Capture real server lessons so future updates avoid DATABASE_URL, tarball, and nginx traps.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:00:21 +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 d4f6bd9c01 Ignore Office lock files and drop accidental Word temp from repo. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-29 21:07:58 +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