Mahdi/CRM_Montzar
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Author SHA1 Message Date
MahdiandCursor bc68582fe2 Fix prior archive filter collisions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:49:51 +03:30
MahdiandCursor e86841fc60 feat(web): add prior archive promote actions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:28:57 +03:30
MahdiandCursor 5069647f79 Add prior archive team settings UI 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:20:28 +03:30
MahdiandCursor 008733d338 Add prior promotion endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:13:01 +03:30
Mahdi c5708ed59b chore: stop tracking local SDD scratch files 2026-10-17 17:03:23 +03:30
MahdiandCursor 65d66bb331 Implement prior archive cutoff API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:01:52 +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 02841a5b8c refactor(api): cutoff-based prior-archive where helpers 
Replace didar/live-deal filters with createdAt cutoff and promotedFromPriorAt; add unit tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:33:32 +03:30
Mahdi a04743c6df feat: add prior-archive promote fields and shared cutoff DTOs 2026-10-17 16:27:29 +03:30
MahdiandCursor 27635c0752 docs: add prior-archive cutoff plan and ignore worktrees 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:07:59 +03:30
MahdiandCursor 03e1c01023 docs: specify date-cutoff prior archive and one-way promote 
Replace Didar-source classification with org cutoff date, deals/activities-only filter, and a promote tag that does not mutate record fields.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 15:29:37 +03:30
MahdiandCursor 177e5cc31b fix: keep list menus on screen and clip long activity subtitles 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 13:26:11 +03:30
MahdiandCursor 2c7c943802 feat: allow bulk select and delete on activities and deal list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 12:47:07 +03:30
MahdiandCursor 9611803567 feat: serve the same CRM on crm.montact.ir as an alias 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 23:24:50 +03:30
MahdiandCursor a494b5308e fix: make the user activity log readable and show Montact 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 14:18:56 +03:30
MahdiandCursor 582733e2ea fix: hide unlinked old activities from current work 
Imported follow-ups with no person, company, or deal stayed on the board because only linked prior records were archived.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 13:02:01 +03:30
MahdiandCursor 6bff9d2888 fix: keep imported follow-ups out of current work 
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
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 3a8a684aa4 docs: lock the prior-data archive design for a later start 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 20:44:30 +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 c04582072d fix: drop the unused button import that blocked the type check 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:08:14 +03:30
MahdiandCursor 42f0573a5f feat: send one SMS from a person or lead and keep the dashboard inside the phone frame 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:05:17 +03:30
MahdiandCursor 13ee70764b feat: show this month's birthdays and send a greeting SMS 
Each owner sees their customers born this Jalali month and can text a custom greeting.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 19:55:11 +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 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:45:29 +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 6b4bd0b03e fix(web): drop unused merge wizard props after preview load fix 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 22:02:56 +03:30
MahdiandCursor 910c7f51b0 fix(web): load pipeline merge preview when wizard opens 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:59:46 +03:30
MahdiandCursor 609ce3d006 rename pipeline settings hub card to تنظیمات مسیر فروش 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:46:04 +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 fd6e79c15d feat(web): pipeline merge wizard 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:55:14 +03:30
MahdiandCursor 9b42fec0a8 feat(web): pipeline settings page and nav entry 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:33:29 +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 91eb9be1d4 docs: add pipeline merge implementation plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:10:03 +03:30
MahdiandCursor ffae63edbf docs: add pipeline merge design spec 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:07:09 +03:30
Mahdi cba4ad6a49 fix deal edit save; add new person from deal form; club and multi-select 2026-10-12 19:23:07 +03:30
Mahdi faac26d07d club home redesign; deal multi-select delete; anchored card menus 2026-10-12 17:59:07 +03:30
Mahdi a2b01f787e club home redesign; deal card menu anchored to button + delete 2026-10-12 14:54:32 +03:30
Mahdi 8af78047d9 club home redesign; deal card menu: delete with confirmation 2026-10-12 12:39:52 +03:30
Mahdi b43ed68e82 feat(automations): multi-option form-field conditions (all / any / none / exact) 2026-10-11 17:26:17 +03:30
Mahdi f4398cdb3e fix(web): mobile automation canvas/inspector, compact activity row, timestamped comments 2026-10-11 16:48:37 +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
Mahdi b30f68563d docs: update user guide, roadmap and progress; comprehensive features catalog 2026-10-11 12:06:23 +03:30
Mahdi 51ca23b398 docs: update user guide, roadmap and progress; add comprehensive features catalog 2026-10-11 11:54:08 +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 792b3d29fa Montify: allow restarting stuck sync from UI; log sync progress 2026-10-10 17:11:51 +03:30