Expose sync/customers-now and a settings button so existing linked people get national id, address, city, and rasteh without waiting for the schedule.
Co-authored-by: Cursor <cursoragent@cursor.com>
Pull national id, address, city, and rasteh on import/refresh so person records match Tahesab, and surface them on the person form and profile.
Co-authored-by: Cursor <cursoragent@cursor.com>
A second Tahesab code with the same phone stays linked to the existing person, so the import list no longer counts it as unimported and sync no longer overwrites that person's name.
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>
Male and female names can store the title when requested, and Tahesab import and export use the same gender.
Co-authored-by: Cursor <cursoragent@cursor.com>
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.
Co-authored-by: Cursor <cursoragent@cursor.com>
Connecting alone does not copy customers; settings now list a code range and import them into CRM persons with link status.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>