Mahdi/CRM_Montzar
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167 Commits 3 Branches 2 Tags
58e89246d9ecbc5a7e99120e3e7a5f679eb94cff
Commit Graph
44 Commits
Author SHA1 Message Date
Mahdi 58e89246d9 Fix chat filter typescript error 2026-09-29 21:54:54 +03:30
Mahdi 5bb8e68521 Fixing the issue with complete deletion from the database 2026-09-29 21:46:41 +03:30
Mahdi 88dc7c5a1c Fixing the complete removal 2026-09-29 21:36:31 +03:30
Mahdi 83504816c5 Add, edit, delete, and resend messages. 2026-09-29 21:26:07 +03:30
Mahdi c20dc0a7ca Aligning the chat bar with Telegram 2026-09-29 21:06:04 +03:30
Mahdi e20b904bbe Fixing video retrieval error 2026-09-29 20:48:14 +03:30
Mahdi 7996fc7f73 Fixing the video-to-file conversion error and audio appearance changes. 2026-09-29 20:36:15 +03:30
Mahdi 70bcd15847 Convert video to file and change the appearance of mobile chat 2026-09-29 20:18:17 +03:30
Mahdi b0f05b6a27 Add file & video & voice in chat Crm 2026-09-29 17:22:34 +03:30
Mahdi d4972891f1 Updating ConversationsView wiring and the nav badge next. 2026-09-29 16:22:37 +03:30
Mahdi 66af7e577c Chat settings in Super Admin and changing the chat title and position. 2026-09-29 14:45:19 +03:30
Mahdi 125976f3eb Refining the CRM chat interface 2026-09-29 11:56:32 +03:30
Mahdi 0670067e7f Add conversations settings link to settings hub menu. 2026-09-29 11:34:31 +03:30
MahdiandCursor a1655432fc Add internal org chat (phase 1) with DM, groups, and org settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-29 10:34:01 +03:30
Mahdi 32e27d45f7 Add desk-style task workflow on Activities and Project boards. 
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. 
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 ac3ffb8ab2 Promote Leads to a top-level nav hub and expire login OTP after 90s. 
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
MahdiandCursor c079295ff4 Add standalone Leads module for prospect outreach before customers. 
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 c06c92b333 Add deal co-assignees and saved filters on people/pipeline lists. 
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
MahdiandCursor d133c8ca34 Add reservations module and rename teams visibility label to file-access level. 
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 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 6463275c3d Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API. 
Ignore Graphify local artifacts and expose new modules in superadmin.
 2026-09-26 14:59:48 +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 7a58b9d469 Adding contacts from the phone to the customer list 2026-09-21 18:27:37 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
Mahdi b016b4754f Creating a CRM Super Admin 2026-09-19 21:54:21 +03:30
Mahdi e61fad95c6 Editing of the project's Kariz page 2026-09-15 19:13:30 +03:30
Mahdi f176fde1eb Redesign of the SMS automation page 2026-09-14 16:49:43 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
Mahdi bd63d2ab76 Added modal to menu 2026-09-11 17:37:24 +03:30
MahdiandCursor b8ad4037b6 Unify the web UI on shared controls and let pipeline columns be managed on the board. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:22:24 +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 20a9ac0d34 Add thousand separators to all CRM price and amount inputs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:13:39 +03:30
MahdiandCursor aa3fe49ce6 Redesign sales pipeline UI and reconnect it to live board APIs. 
Keep the employer kanban layout while loading pipelines/deals from the server, persisting drag-and-drop moves, and seeding a Waiting pipeline with demo deals.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:18:39 +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
MahdiandCursor d2f66d11fc Ask for organization business field at signup, including jewelry. 
Store Didar-style industry on the org so registration, settings, and Ask Mento share the same catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 16:45:59 +03:30
MahdiandCursor 7757c0837d Add Ask Mento, customer mood, and Pipecat speech-to-text. 
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:20:55 +03:30
MahdiandCursor f884c60cab Add activity detail, Jalali pickers, and customer/user profiles. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:29:00 +03:30
MahdiandCursor da6c494fcb Match dashboard header and shell layout to the Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:39:18 +03:30
MahdiandCursor 29a040c21d Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-29 21:06:30 +03:30