Mahdi/CRM_Montzar
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350 Commits 3 Branches 2 Tags
48815852fcfebb69df762474cbb1f2210578b98b
Commit Graph
114 Commits
Author SHA1 Message Date
Mahdi f50246dc46 feat(tahesab): PDF invoice export for asnad cards 
Add per-document PDF print from account details, plus org invoice settings for logo and texts separate from CRM invoices.
 2026-10-24 12:34:02 +03:30
Mahdi ade43fea0f feat(tahesab): sales report snapshot with org-module gate 
Sync linked asnad into CRM, filter by group/kind/metal, and require the tahesab superadmin module plus reports role access.
 2026-10-22 18:20:46 +03:30
Mahdi 65cf4e9a66 feat(auth): allow owner to force OTP-only login per user 
Team menu «ورود با کد» blocks password login with a clear message and switches the login screen to OTP.
 2026-10-22 15:43:24 +03:30
Mahdi 09a60b3b5a feat(acl): deep data access by section for roles and users 
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 29d99cbded feat: customer groups for people and companies with tahesab group sync and bulk register 
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 ce27df20ca feat: compact logout-time cell and optional login block after logout time 
Owners set the daily logout time in a modal and can block re-login until the next Tehran day.
 2026-10-21 14:20:15 +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 e6aa4c64f0 feat: group activities into boards with their own stages, like sales pipelines 
Existing stages and activities move into a default board per environment; new activities pick a board in the form.
 2026-10-20 17:23:27 +03:30
Mahdi f5d68d83fc feat: add per-org SMS wallet with adm panel and header credit 
Bill all platform SMS (including OTP), allow negative balance with manual/auto cutoffs, and support own-panel bypass without wallet debit.
 2026-10-19 15:55:48 +03:30
Mahdi 8590579605 feat: log staff sign-in and sign-out and force logout at a set time 2026-10-19 13:34:55 +03:30
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module 
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:04:26 +03:30
MahdiandCursor 96befd3867 feat: add treasury audit, attachment download, and installment SMS 
Let cheque clearance pick a cash account and export income, expense, and installment lists to Excel.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:59:24 +03:30
MahdiandCursor 8981a552fc feat: gate treasury as an org module and group money inputs 
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:33:09 +03:30
MahdiandCursor ab538b8304 feat: add internal finance ledger for accounts, claims, and payroll 
Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 18:49:49 +03:30
MahdiandCursor 23f8da2c65 feat: log outbound SMS and show history in compose modal 
Persist manual, campaign, and automation SMS; expose history APIs for people and leads.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 21:23:07 +03:30
MahdiandCursor d62e004e90 feat: SMS campaigns for people or leads with filters and batching 
Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 20:54:32 +03:30
MahdiandCursor f7b07f6b7a feat: owner read-only view-as from team users table 
Allow org owners to inspect any member's data scope via dual JWT; server blocks mutations and team page stays reachable for return.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:57:26 +03:30
Mahdi a04743c6df feat: add prior-archive promote fields and shared cutoff DTOs 2026-10-17 16:27:29 +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 831c682eb3 feat: show the full work history and load every lead stage on the board 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 19:47:32 +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 cf326d1ed9 fix: keep birthdays and show Shamsi dates 
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 18:04:53 +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
Mahdi b43ed68e82 feat(automations): multi-option form-field conditions (all / any / none / exact) 2026-10-11 17:26:17 +03:30
Mahdi 17638786a8 feat(automations): parallel branch canvas, simple/advanced level per org, rules list UX 2026-10-11 14:48:12 +03:30
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +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
Mahdi b87ebb22e0 Montify: robust pagination (beyond 50), endpoint diagnose button 2026-10-10 18:01:55 +03:30
Mahdi e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +03:30
MahdiandCursor e6755d0c2e Tahesab: show raw data from Tahesab, invoice-style document view with metal labels 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 13:49:54 +03:30
MahdiandCursor 13668c4ba4 feat(activities): split customer column, wider search, custom activity types with type-specific fields 
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 12:29:23 +03:30
MahdiandCursor aa2f39256a feat(activities): editable stages with tab and kanban views 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 11:18:53 +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
MahdiandCursor b3784818fc feat: routines module; super admin subscription badge, 7-day trial and lifetime plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 19:54:38 +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 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 bc01384551 Fix error sending reminder SMS 2026-10-06 13:49:03 +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
MahdiandCursor 46dcf296d3 Keep previous import source and code when a person is re-imported from another source 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:54:23 +03:30
MahdiandCursor 75ff2c36c4 Allow editing org team member name, mobile, and password from settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:31:07 +03:30
MahdiandCursor 8b37525f2f Track person import source and previous names; add source report and edit UX. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:01:21 +03:30
MahdiandCursor ac57b8ac33 Parse large Excel imports asynchronously to avoid gateway 502 timeouts. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:14:17 +03:30
Mahdi 2e315c9cfd Fixing the error when importing a large Excel file 2026-10-03 15:01:01 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +03:30
Mahdi 1309da2281 Adding registration date and multiple addresses for contacts and leads. 2026-10-03 12:29:11 +03:30
Mahdi 5d5b3a3213 Implementing a link tracking and user click logging system.Implementing a link tracking and user click logging system. 2026-10-01 15:59:18 +03:30
Mahdi ae21d9bbc7 Addition of an AI chat assistant and a 100MB file upload limit. 2026-09-30 16:30:41 +03:30
Mahdi 75b83b7f1b Edit text and links, mute and unmute chat 2026-09-30 14:58:44 +03:30
Mahdi e1d456ad11 Adding the typing... indicator, loading older messages, and managing members/admins after creation. 2026-09-30 11:53:04 +03:30
Mahdi 4c8731122b Add channel to conversation 2026-09-30 11:08:33 +03:30