Mahdi/CRM_Montzar
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443 Commits 3 Branches 2 Tags
4f08ffae361caf309614e4e8c638aff7e75d3288
Commit Graph
21 Commits
Author SHA1 Message Date
MahdiandCursor 4764562bd4 fix(tahesab): stop treating shared phone numbers as new customers 
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>
 2026-11-09 14:42:46 +03:30
MahdiandCursor 94f0383c79 feat(tahesab): import and refresh customers at chosen hours 
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>
 2026-11-05 12:31:27 +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 adb63447ca fix: stop Tahesab imports from stealing links between shared-mobile customers 
List all Tahesab customers in one paginated table with a page-size picker instead of 2000-code pages.
 2026-10-20 12:00:11 +03:30
Mahdi c1b38e1737 feat: filter Tahesab sync results to customers not yet imported 2026-10-20 11:07:58 +03:30
MahdiandCursor f88786ef61 Import Tahesab customers in batches with progress overlay and prefetched rows 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 21:08:38 +03:30
MahdiandCursor 48de552f36 Add row selection, bulk delete, row numbers and page size picker to tables; redesign person profile header 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:00:21 +03:30
MahdiandCursor 23c83ffbee Add per-user saved column visibility for tables 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 11:56:49 +03:30
MahdiandCursor 236f73de93 Paginate Tahesab customer list by code windows past the 5000 cap. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 11:09:40 +03:30
Mahdi c322a24424 Fixing the account balance entry error 2026-10-03 15:28:08 +03:30
Mahdi 17fb33b3e7 Adding a task generated from the account balance to products 2026-09-21 21:25:34 +03:30
s.esmaeili 1ae87c97b7 feat(ui): standardize design system, modals, sidebar, and form inputs 
- Implement unified design system tokens, 10px radius, and IRANSans typography
- Modernize sidebar with Gemini-style collapsed expander, square 1:1 items, and elevated profile flyout
- Standardize all modal dialogs with 16px padding, fixed header/footer, 16px medium title, and sticky bottom actions
- Refactor DealFormView and CustomFieldsSection with standard UiField, UiInput, and UiSelect components
- Add draggable bottom-left QuickCreate floating action button
 2026-09-12 01:33:07 +03:30
MahdiandCursor 535c428270 Align controls to 36/10 and make create modals full-screen on mobile. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 23:45:11 +03:30
MahdiandCursor 48d3469eea Rebrand the product to Montact and point local UI at production API. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-07 11:49:54 +03:30
MahdiandCursor 43526cb980 Fix Tahesab empty-range 502 by using a single ByCode call. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:41:12 +03:30
MahdiandCursor 38f4b75a78 Allow empty Tahesab code range to list and import all customers. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:30:54 +03:30
MahdiandCursor 3277561e55 Clarify Tahesab self-signed TLS fix with one-click enable. 
Health already failed on certificate; search/import need allowInsecureTls on the connection.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:52:27 +03:30
MahdiandCursor b42d39d756 Fix Tahesab ByCode list body key causing 502 on range search. 
Use Dolistmoshtari as documented and surface upstream error text in the UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:42:08 +03:30
MahdiandCursor 15a0afae5c Add Tahesab bulk customer import by code range. 
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>
 2026-09-05 09:33:12 +03:30
MahdiandCursor 092767b6f2 Align older CRM pages with the Mento visual language. 
Restyle list, form, settings, and secondary modules to match contacts/activities patterns with teal chrome, soft panels, and mobile layouts — without changing already-redesigned screens.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:29:41 +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