Mahdi/CRM_Montzar
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451 Commits 3 Branches 2 Tags
453ff1a5f693f68b937b2ebb7d67cdcc672d879d
Commit Graph
31 Commits
Author SHA1 Message Date
MahdiandCursor 8b8d01976d fix(pipeline): hide prior-only sales paths from current work 
The board lists a pipeline in current work only when it has a deal in that period, and keeps archive-only paths for the prior-data view.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-09 15:09:49 +03:30
MahdiandCursor 7f6d9a84d6 fix(contacts): treat Iranian mobile formats as one person 
Tahesab import still replaces the name and keeps the previous name.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-05 10:51:36 +03:30
MahdiandCursor 52edccf74e fix(boards): keep card order inside a column and show activity priority 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 21:22:30 +03:30
MahdiandCursor 534dae45b2 feat(roles): let each section decide who may assign work to others 
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 7ae6a5837a feat: enforce role section permissions and add a leads permission 
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 29398a445b fix: validate activity, deal and lead assignees by active membership in the current environment 2026-10-20 14:47:08 +03:30
MahdiandCursor bc68582fe2 Fix prior archive filter collisions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:49:51 +03:30
MahdiandCursor 008733d338 Add prior promotion endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:13:01 +03:30
MahdiandCursor 79ba146118 Wire prior archive cutoff through API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:52:20 +03:30
MahdiandCursor 6bc5e1bec7 feat: separate prior records behind an owner switch and count last-period questions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:48:30 +03:30
MahdiandCursor 2cc81bb596 feat: keep deletions restorable and confirm a pipeline's deals before it is removed 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 22:23:09 +03:30
MahdiandCursor 0e420a443f fix: keep deal edits and right-align club leaderboard 
Empty product lists were wiping the manual amount on update, and follow-ups were only created for new deals. Leaderboard rows were laid out left-to-right on an RTL page.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:38:59 +03:30
MahdiandCursor 9bed6cac03 fix(api): guard unmoved deals before pipeline merge delete 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:32:21 +03:30
MahdiandCursor d00f362376 feat(api): pipeline merge preview and merge endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:23:56 +03:30
MahdiandCursor fd8966e13f feat(pipelines): merge stage-map util and shared DTOs 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:15:11 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- 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
MahdiandCursor b4ffef9b6f rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 20:51:50 +03:30
Mahdi 3de2d0fa67 Deals import: imported pipelines keep only Didar stages; remove unused default stages 2026-10-06 16:58:25 +03:30
Mahdi 2a2728e5ee Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields 2026-10-06 16:36:04 +03:30
Mahdi 2e315c9cfd Fixing the error when importing a large Excel file 2026-10-03 15:01:01 +03:30
Mahdi c06c92b333 Add deal co-assignees and saved filters on people/pipeline lists. 
Deals keep a primary owner plus shared assignees with matching visibility; Contacts and Pipeline can save and reuse filter presets.
 2026-09-27 14:25:32 +03:30
Mahdi ef600d149d Add public API keys, outbound webhooks, and bulk SMS campaigns with settings UI and org modules. 2026-09-26 16:12:29 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
Mahdi 4776d1a3c3 Edit import excel 2026-09-19 15:30:31 +03:30
Mahdi d3f97b9dc4 Multi-environment and multi-user construction 2026-09-15 21:37:58 +03:30
Mahdi e61fad95c6 Editing of the project's Kariz page 2026-09-15 19:13:30 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
MahdiandCursor b8ad4037b6 Unify the web UI on shared controls and let pipeline columns be managed on the board. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:22:24 +03:30
MahdiandCursor f1aba1b386 Let automations fire on more CRM events and open the studio from the main nav. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 21:43:17 +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