Mahdi/CRM_Montzar
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Author SHA1 Message Date
MahdiandCursor 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:45:29 +03:30
MahdiandCursor 0e420a443f fix: keep deal edits and right-align club leaderboard 
Empty product lists were wiping the manual amount on update, and follow-ups were only created for new deals. Leaderboard rows were laid out left-to-right on an RTL page.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:38:59 +03:30
MahdiandCursor 6b4bd0b03e fix(web): drop unused merge wizard props after preview load fix 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 22:02:56 +03:30
MahdiandCursor 910c7f51b0 fix(web): load pipeline merge preview when wizard opens 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:59:46 +03:30
MahdiandCursor 609ce3d006 rename pipeline settings hub card to تنظیمات مسیر فروش 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:46:04 +03:30
MahdiandCursor 9bed6cac03 fix(api): guard unmoved deals before pipeline merge delete 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:32:21 +03:30
MahdiandCursor fd6e79c15d feat(web): pipeline merge wizard 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:55:14 +03:30
MahdiandCursor 9b42fec0a8 feat(web): pipeline settings page and nav entry 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:33:29 +03:30
MahdiandCursor d00f362376 feat(api): pipeline merge preview and merge endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:23:56 +03:30
MahdiandCursor fd8966e13f feat(pipelines): merge stage-map util and shared DTOs 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:15:11 +03:30
MahdiandCursor 91eb9be1d4 docs: add pipeline merge implementation plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:10:03 +03:30
MahdiandCursor ffae63edbf docs: add pipeline merge design spec 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:07:09 +03:30
Mahdi cba4ad6a49 fix deal edit save; add new person from deal form; club and multi-select 2026-10-12 19:23:07 +03:30
Mahdi faac26d07d club home redesign; deal multi-select delete; anchored card menus 2026-10-12 17:59:07 +03:30
Mahdi a2b01f787e club home redesign; deal card menu anchored to button + delete 2026-10-12 14:54:32 +03:30
Mahdi 8af78047d9 club home redesign; deal card menu: delete with confirmation 2026-10-12 12:39:52 +03:30
Mahdi b43ed68e82 feat(automations): multi-option form-field conditions (all / any / none / exact) 2026-10-11 17:26:17 +03:30
Mahdi f4398cdb3e fix(web): mobile automation canvas/inspector, compact activity row, timestamped comments 2026-10-11 16:48:37 +03:30
Mahdi 17638786a8 feat(automations): parallel branch canvas, simple/advanced level per org, rules list UX 2026-10-11 14:48:12 +03:30
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
Mahdi b30f68563d docs: update user guide, roadmap and progress; comprehensive features catalog 2026-10-11 12:06:23 +03:30
Mahdi 51ca23b398 docs: update user guide, roadmap and progress; add comprehensive features catalog 2026-10-11 11:54:08 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 21:28:49 +03:30
Mahdi b87ebb22e0 Montify: robust pagination (beyond 50), endpoint diagnose button 2026-10-10 18:01:55 +03:30
Mahdi 792b3d29fa Montify: allow restarting stuck sync from UI; log sync progress 2026-10-10 17:11:51 +03:30
Mahdi 0802c2f436 Montify sync: save progress every 5 customers; skip endpoints returning 404, summarize instead of per-customer errors 2026-10-10 16:56:58 +03:30
Mahdi 37157620e2 Montify settings: send empty JSON body on sync (fix 400 null body) 2026-10-10 16:35:23 +03:30
Mahdi f27b4c264a Montify: mark sync running before responding; no 400 when already running 2026-10-10 16:18:25 +03:30
Mahdi e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +03:30
MahdiandCursor fa3fe0d364 Web: fix mobile overflow on activities, activity form, assets panel, routines, team/audit/API settings 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 11:58:45 +03:30
MahdiandCursor 4e26658092 e2e: public form test finds an active form itself; drop E2E_FORM_TOKEN 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 21:05:38 +03:30
MahdiandCursor 287f88abc0 e2e: public form test stays read-only and reports a wrong token clearly 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 20:49:55 +03:30
MahdiandCursor 09f05d4ecc e2e: fix ambiguous selector in Tahesab assets test 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 20:28:38 +03:30
MahdiandCursor 46a7693ea0 QA: unit tests for API logic, Playwright smoke tests, pre-push check, manual QA checklist 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 20:11:07 +03:30
MahdiandCursor e6755d0c2e Tahesab: show raw data from Tahesab, invoice-style document view with metal labels 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 13:49:54 +03:30
MahdiandCursor 2f3646d085 feat(ui): modals close only via Esc/X/cancel; standard 3:1 form cover processing 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 15:23:14 +03:30
MahdiandCursor f5b6a47f3c feat(lead-forms): public form matches builder preview; live unsaved preview in new tab 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 14:25:52 +03:30
MahdiandCursor 678cb87de7 fix(lead-forms): multiline options, editable title, color palette, builder validation and unique new form names 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 13:49:27 +03:30
MahdiandCursor d683932d1b feat(forms): merge notes tab into main info for activity and deal forms; show activity hashtags 
- Activity form: notes/tags card inline, live hashtag preview, focus notes when required
- Hashtags shown in activity detail (clickable search) and list rows; search accepts #tag
- Deal form: remove mobile tabs

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 13:17:29 +03:30
MahdiandCursor 13668c4ba4 feat(activities): split customer column, wider search, custom activity types with type-specific fields 
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 12:29:23 +03:30
MahdiandCursor aa2f39256a feat(activities): editable stages with tab and kanban views 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 11:18:53 +03:30
MahdiandCursor b4ffef9b6f rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 20:51:50 +03:30
MahdiandCursor b3784818fc feat: routines module; super admin subscription badge, 7-day trial and lifetime plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 19:54:38 +03:30
Mahdi 3de2d0fa67 Deals import: imported pipelines keep only Didar stages; remove unused default stages 2026-10-06 16:58:25 +03:30
Mahdi 2a2728e5ee Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields 2026-10-06 16:36:04 +03:30
Mahdi e08f1452ef Unified search algorithm across all lists; per-section record visibility (contacts, deals, activities, leads, finance, tickets, notes, projects) 2026-10-06 15:04:46 +03:30
Mahdi 43717392b2 Profile picture display has been standardized across the board. 2026-10-06 14:23:59 +03:30
Mahdi bc01384551 Fix error sending reminder SMS 2026-10-06 13:49:03 +03:30
Mahdi 5074c6d791 Add column visibility menu to activities and API keys tables, and make related person optional when creating an activity 2026-10-06 13:35:13 +03:30
Mahdi 0d7555f219 Fixing the error in today's task count 2026-10-06 12:44:09 +03:30
Mahdi f71f09c85d Align companies with the Didar export: new fields, Didar-format Excel import/export, and people linked to companies by Didar code 2026-10-06 12:25:20 +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 46dcf296d3 Keep previous import source and code when a person is re-imported from another source 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:54:23 +03:30
MahdiandCursor c8753a4c4e Fix person profile more-menu opening twice 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:18:05 +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 71b3a7255a Polish activity person picker layout and move add-person action beside the label 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 18:19:37 +03:30
MahdiandCursor df8fac187e Improve assignee and person pickers with search, chips and inline person creation 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 17:49:17 +03:30
MahdiandCursor 3296b1c209 Remove BOM from user table preferences migration 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 11:59:59 +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 75ff2c36c4 Allow editing org team member name, mobile, and password from settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:31:07 +03:30
MahdiandCursor 39e2eb24a6 Keep desktop modals open on outside click and allow larger group member lists. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:12:05 +03:30
MahdiandCursor 8b37525f2f Track person import source and previous names; add source report and edit UX. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:01:21 +03:30
MahdiandCursor e144b2277a Normalize chat uploads for montifyshop file-type whitelist to stop 400 errors. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 11:33:48 +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
MahdiandCursor 60c16053a4 Support Didar activity Excel exports without header rows via positional columns. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 10:44:00 +03:30
MahdiandCursor cbfe470f33 Import large activity Excel in the browser via JSON chunks to avoid 502. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:28:47 +03:30
MahdiandCursor ac57b8ac33 Parse large Excel imports asynchronously to avoid gateway 502 timeouts. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:14:17 +03:30
MahdiandCursor d3fb92a5e2 Split large activity Excel prepare from chunk import and clarify errors. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:58:41 +03:30
MahdiandCursor 07bdc4a3b6 Show percent progress bar during long Excel imports. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:45:08 +03:30
MahdiandCursor c629729a9a Allow large activity Excel imports (40k+ rows) with bigger chunks and caches. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:42:11 +03:30
MahdiandCursor beae16437b Harden Tahesab HTTP client against keep-alive hangs and retry health on alt ports. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:02:14 +03:30
MahdiandCursor 17628722d3 Fix Tahesab health check to match Postman root-endpoint flow. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 16:45:04 +03:30
Mahdi c322a24424 Fixing the account balance entry error 2026-10-03 15:28:08 +03:30
Mahdi 2e315c9cfd Fixing the error when importing a large Excel file 2026-10-03 15:01:01 +03:30
Mahdi f8313c0ea5 Fixed error regarding the selection of multiple assignees and role sub-categories. 2026-10-03 13:27:16 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +03:30
Mahdi 9f97371391 Fixed error when adding creation date and multiple addresses for contacts and leads. 2026-10-03 12:40:16 +03:30
Mahdi 1309da2281 Adding registration date and multiple addresses for contacts and leads. 2026-10-03 12:29:11 +03:30
Mahdi 989c03b381 Filtering tasks and assigning a person in charge during Excel import 2026-10-03 12:00:46 +03:30
Mahdi 5784b09232 Fixing Excel login error 2026-10-03 11:32:37 +03:30
Mahdi 5d5b3a3213 Implementing a link tracking and user click logging system.Implementing a link tracking and user click logging system. 2026-10-01 15:59:18 +03:30
Mahdi ae21d9bbc7 Addition of an AI chat assistant and a 100MB file upload limit. 2026-09-30 16:30:41 +03:30
Mahdi e94600a02e Adjusted the bold button, added italics, and fixed the broken emoji box. 2026-09-30 15:23:19 +03:30
Mahdi 75b83b7f1b Edit text and links, mute and unmute chat 2026-09-30 14:58:44 +03:30
Mahdi d3986da28b Editing applyTypingFromServer & clearTypingForRoom 2026-09-30 14:22:07 +03:30
Mahdi c7a60c524d Editing correction (in progress) 2026-09-30 13:01:42 +03:30
Mahdi 3c0ed3369e Editing and error correction (in progress) 2026-09-30 12:43:19 +03:30
Mahdi a3ed6187e9 Edit typing... indicator, loading older message. 2026-09-30 12:20:49 +03:30
Mahdi e1d456ad11 Adding the typing... indicator, loading older messages, and managing members/admins after creation. 2026-09-30 11:53:04 +03:30
Mahdi b978708487 Added message-to-activity conversion and edited the colleague selection modal. 2026-09-30 11:24:58 +03:30
Mahdi 4c8731122b Add channel to conversation 2026-09-30 11:08:33 +03:30
Mahdi f71e78f3a7 Add mentions, pin messages and conversations, and search within chats 2026-09-30 10:40:29 +03:30
Mahdi 7c4b24fad6 Wrapping to the next line in mobile view 2026-09-30 10:04:54 +03:30
Mahdi e6fb5c3700 Fixing the pop-up error and enabling the ability to reply to messages. 2026-09-30 09:41:49 +03:30
Mahdi 298b3316b4 Fixed message deletion error and layout changes for the message input box. 2026-09-30 09:19:36 +03:30
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