Allow dueAt/description patches for collaborators when editPolicy is creator-only, and show the no-edit warning only when they try to change locked fields—not as a permanent banner.
Co-authored-by: Cursor <cursoragent@cursor.com>
Reset hung move queues, defer drag visuals past dragstart, and prefer card drop identity so HTML5 DnD no longer dies mid-drag.
Co-authored-by: Cursor <cursoragent@cursor.com>
Add editPolicy (default creator-only), enforce it in the API, surface clear permission messages, and drop the redundant edit menu now that detail is editable.
Co-authored-by: Cursor <cursoragent@cursor.com>
Show related activities on deal detail, prefill dealId on activity create, and add a side-panel quick create from pipeline cards.
Co-authored-by: Cursor <cursoragent@cursor.com>
Return to the filtered desk after marking an activity done, widen the detail title, and stop a stuck column-drag id from blocking card moves.
Co-authored-by: Cursor <cursoragent@cursor.com>
Let people change activity fields and their own notes with photos from the detail page, open full detail from the card title, and toggle the side peek with a chevron.
Co-authored-by: Cursor <cursoragent@cursor.com>
Let people read notes, postpone, and mark an activity done beside the card instead of opening the full page.
Co-authored-by: Cursor <cursoragent@cursor.com>
A team, role, or person can be taken off the activity from the progress chips, and ungrouped people use the same chip as grouped members.
Co-authored-by: Cursor <cursoragent@cursor.com>
A receipt or payment only reduces the party balance, while an income or expense keeps both amounts. Finance screens stack into cards on a phone so the forms and lists stay readable.
Co-authored-by: Cursor <cursoragent@cursor.com>
Let salary and payments be corrected after they are saved, pick a Jalali period as a month range, and show toman on finance amounts.
Co-authored-by: Cursor <cursoragent@cursor.com>
Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.
Co-authored-by: Cursor <cursoragent@cursor.com>
Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.
Co-authored-by: Cursor <cursoragent@cursor.com>
Accounts can be edited, including the opening balance, and finance sections and accounts can be granted on a role or on one user. The finance menu stays hidden when the organization module is disabled.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.
Co-authored-by: Cursor <cursoragent@cursor.com>
Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.
Co-authored-by: Cursor <cursoragent@cursor.com>
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.
Co-authored-by: Cursor <cursoragent@cursor.com>
Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.
Co-authored-by: Cursor <cursoragent@cursor.com>
Keep the dashboard backdrop out of flow on first paint, clamp long lead notes, scroll the quick-actions rail, return to the lead board, and only list import sources that exist in this environment.
Co-authored-by: Cursor <cursoragent@cursor.com>
MahdiandCursor