Mahdi
589c763ef8
Polish desktop sidebar branding and tighten automation rules card.
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Move profile and collapse control, show org even for one workspace, and center rules labels in the toolbar-height card.
2026-09-28 17:35:03 +03:30
Mahdi
d2c82f2115
Restore Persian UTF-8 labels in shared package.
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Undo double-encoding mojibake so automation and other UI strings render correctly.
2026-09-28 16:18:54 +03:30
Mahdi and Cursor
319493171f
Polish lead form builder header and settings layout.
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Use shared UiPageHeader back control, align ready-field chips with the toolbox, and organize CRM settings into clearer mobile/desktop cards.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-28 14:29:57 +03:30
Mahdi
f20206b045
Connect public lead forms to CRM Leads on submit.
2026-09-28 13:39:44 +03:30
Mahdi
32e27d45f7
Add desk-style task workflow on Activities and Project boards.
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Managers can switch my desk vs team, reassign activities, and filter project cards to their work; assignees can see and move cards.
2026-09-28 12:28:14 +03:30
Mahdi
8effd4cbc6
Improve Leads mobile UX and nest leads under Customers nav.
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Restore the 5-tab mobile bar, add responsive lead cards with long-press select, and fix stats/filters layout.
2026-09-28 11:50:44 +03:30
Mahdi
7e73ba9936
Fix web build failure from corrupted Tahesab status types.
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Restore MandehValueDto status encoding and derive بس/بد labels from amount.
2026-09-27 21:26:56 +03:30
Mahdi
647503810d
Add lead company logos and refine Leads stats cards.
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Leads can upload/change/remove a logo shown in the list; stats use fixed stage labels with accurate non-archived counts.
2026-09-27 21:17:42 +03:30
Mahdi
ec5c7639e3
Match Leads stats cards to the mockup and fix Contacts double menus.
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Stage summary uses the green total card plus paired/solo white cells; people row menus use separate mobile/desktop keys.
2026-09-27 20:35:57 +03:30
Mahdi
3833788aa8
Fix Leads row menu overflow and add edit/delete actions.
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Use a teleported dropdown so the menu stays above the table, with edit modal and archive delete.
2026-09-27 20:18:44 +03:30
Mahdi
9edbb92b13
Align Leads header with Contacts and add phone-contact lead import.
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Leads actions mirror people import/export, and create-lead can fill fields from device contacts like Person form.
2026-09-27 19:51:02 +03:30
Mahdi
05f205cadf
Redesign Leads list to match the dashboard mockup.
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Add stage stats cards, richer filters/table columns, create modal, and mockup-style pagination.
2026-09-27 18:22:35 +03:30
Mahdi
ac3ffb8ab2
Promote Leads to a top-level nav hub and expire login OTP after 90s.
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Leads items sit under their own hub after Customers; login OTP shows a countdown and returns to the mobile step when time runs out.
2026-09-27 18:00:59 +03:30
Mahdi and Cursor
c079295ff4
Add standalone Leads module for prospect outreach before customers.
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Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-27 17:05:11 +03:30
Mahdi and Cursor
22980e5152
Add Didar-style conversion rate to sales reports.
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Show won-over-incoming deals for the selected period with time, user, and source breakdowns alongside the existing win-rate metric.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-27 15:36:34 +03:30
Mahdi and Cursor
c5c903d4b4
Add automatic VoIP call summaries and sync progress checklist.
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When a PBX webhook includes recordingUrl or transcript, queue STT and AI to create a call_result note; mark API, bulk SMS, WooCommerce, and VoIP as done and defer online payments.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-27 15:06:41 +03:30
Mahdi
c06c92b333
Add deal co-assignees and saved filters on people/pipeline lists.
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Deals keep a primary owner plus shared assignees with matching visibility; Contacts and Pipeline can save and reuse filter presets.
2026-09-27 14:25:32 +03:30
Mahdi
00f8b91d78
Add personal/team note visibility and edit history.
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Notes can be marked personal or team, with revision snapshots and restore from the notes UI.
2026-09-27 13:19:08 +03:30
Mahdi
55a287563d
Add simple report builder with metrics, dimensions, and user/team filters.
2026-09-27 11:54:23 +03:30
Mahdi
a16c2f0a9b
Add saved report views with personal/org filters and in-org share links.
2026-09-27 11:11:33 +03:30
Mahdi
6a9e864b07
Add deeper reports: stage conversion, period compare, and deal drill-down.
2026-09-27 10:39:09 +03:30
Mahdi and Cursor
d133c8ca34
Add reservations module and rename teams visibility label to file-access level.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-27 09:38:17 +03:30
Mahdi
db65b55660
Add VoIP webhook connector for call logging, notifications, and optional click-to-call; align brand to Montact.
2026-09-27 08:47:11 +03:30
Mahdi
26085b54a9
Add WooCommerce integration: sync orders to invoices/people with webhook, cron, and settings UI.
2026-09-26 17:59:16 +03:30
Mahdi
1b160c8cd3
Add named teams and per-user data visibility (own/team/org) with settings UI and org module.
2026-09-26 17:15:09 +03:30
Mahdi
499d13d1df
Fix SMS campaigns people list 400 by capping limit at 100 and searching via API.
2026-09-26 16:39:11 +03:30
Mahdi
ef600d149d
Add public API keys, outbound webhooks, and bulk SMS campaigns with settings UI and org modules.
2026-09-26 16:12:29 +03:30
Mahdi
ccddd009e3
Edit Didar gap features: lost-reason report
2026-09-26 15:20:38 +03:30
Mahdi
6463275c3d
Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API.
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Ignore Graphify local artifacts and expose new modules in superadmin.
2026-09-26 14:59:48 +03:30
Mahdi
35a618d0af
Edit a modal for the assistant
2026-09-23 17:30:30 +03:30
Mahdi
011b316b5b
Creating a modal for the assistant
2026-09-23 17:18:04 +03:30
Mahdi
b7e3d1e290
Create a project workflow by typing to generate approval cards.
2026-09-23 16:32:41 +03:30
Mahdi
7dc4344e0e
Creating a project workflow using a voice assistant and converting it into an approval card.
2026-09-23 15:49:44 +03:30
Mahdi
99df327ded
Adding two fields to the mesh form
2026-09-23 14:41:16 +03:30
Mahdi
230d7b3bf6
AI-powered speech-to-text transformation
2026-09-23 13:58:43 +03:30
Mahdi
58c3e25db6
Correcting the speech-to-text output
2026-09-22 12:24:53 +03:30
Mahdi
75a73559b5
Modification of the structure
2026-09-22 12:04:35 +03:30
Mahdi
41f0025883
Modification of the STT structure
2026-09-22 11:56:16 +03:30
Mahdi
42db5919e1
Modification of the STT structure timeout
2026-09-22 11:37:59 +03:30
Mahdi
d53136d91c
Restructuring the STT structure
2026-09-22 11:30:07 +03:30
Mahdi
dac0454e69
Restructuring STT
2026-09-22 11:16:17 +03:30
Mahdi
4b335aa7ff
Refining the speech-to-text conversion structure
2026-09-22 11:02:08 +03:30
Mahdi
17fb33b3e7
Adding a task generated from the account balance to products
2026-09-21 21:25:34 +03:30
Mahdi
be97a067f9
Edit: Add from Android phone contacts
2026-09-21 20:51:06 +03:30
Mahdi
9249302eac
Edit from phone contacts
2026-09-21 20:26:19 +03:30
Mahdi
5d9a572ff8
Edit: Add from phone contacts
2026-09-21 20:04:18 +03:30
Mahdi
f4cb41d96f
Configure the AI assistant for more information.
2026-09-21 19:24:39 +03:30
Mahdi
7a58b9d469
Adding contacts from the phone to the customer list
2026-09-21 18:27:37 +03:30
Mahdi
1adc217375
Edit dashboard appearance
2026-09-21 17:55:05 +03:30
Mahdi
d7d82102af
Edit the artificial intelligence of the Mentact assistant
2026-09-21 16:58:49 +03:30
Mahdi
