Mahdi and Cursor
582733e2ea
fix: hide unlinked old activities from current work
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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
Mahdi and Cursor
6bff9d2888
fix: keep imported follow-ups out of current work
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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
Mahdi and Cursor
6bc5e1bec7
feat: separate prior records behind an owner switch and count last-period questions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 10:48:30 +03:30
Mahdi and Cursor
3a8a684aa4
docs: lock the prior-data archive design for a later start
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-14 20:44:30 +03:30
Mahdi and Cursor
91eb9be1d4
docs: add pipeline merge implementation plan
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 20:10:03 +03:30
Mahdi and Cursor
ffae63edbf
docs: add pipeline merge design spec
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 20:07:09 +03:30
Mahdi
4a9fe0b07c
Configuring access rights in the CRM Super Admin
2026-09-20 11:24:14 +03:30
Mahdi and Cursor
04d37a9d12
Add design spec for BillingAccount, per-org modules, and /adm polish.
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EOF
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-20 10:54:29 +03:30
Mahdi and Cursor
9beaed96e8
Let cheques be received or paid without an invoice, and remind staff three days before due date.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-11 11:34:49 +03:30
Mahdi and Cursor
212d02f664
Add a small internal warehouse and party balances when Tahesab is off.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-10 22:24:16 +03:30
MahdiandCursor