Mahdi/CRM_Montzar
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258 Commits 3 Branches 2 Tags
609ce3d006b120922ff32e6e3d9f97fa7c0c419a
Commit Graph
52 Commits
Author SHA1 Message Date
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 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 e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +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 0d7555f219 Fixing the error in today's task count 2026-10-06 12:44:09 +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 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 589c763ef8 Polish desktop sidebar branding and tighten automation rules card. 
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 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
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 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 0e580b19c3 Editing Super Admin permissions and visual changes 2026-09-20 12:07:05 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
Mahdi 605e1d3340 Edit login suoerAdmin 2026-09-19 22:42:51 +03:30
Mahdi b016b4754f Creating a CRM Super Admin 2026-09-19 21:54:21 +03:30
Mahdi d3f97b9dc4 Multi-environment and multi-user construction 2026-09-15 21:37:58 +03:30
Mahdi 9ae176bec0 Creating & Edit profile 2026-09-15 14:10:52 +03:30
Mahdi 76acf8d1d3 Creating a mobile menu at the bottom of the app 2026-09-14 19:19:09 +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
Mahdi 103e9b1c50 Drop unused sidebar active flags so the web type-check can pass. 2026-09-11 14:56:32 +03:30
Mahdi 50f67aedd1 Group the sidebar by sales, tools, and settings, and keep commissions under sales. 2026-09-11 14:47:01 +03:30
MahdiandCursor 9a991fc1f1 Add salesperson commissions on issued invoices and a cheque register. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 01:09:59 +03:30
MahdiandCursor 535c428270 Align controls to 36/10 and make create modals full-screen on mobile. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 23:45:11 +03:30
MahdiandCursor 212d02f664 Add a small internal warehouse and party balances when Tahesab is off. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 22:24:16 +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 f1aba1b386 Let automations fire on more CRM events and open the studio from the main nav. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 21:43:17 +03:30
MahdiandCursor 51684daa61 Let the sidebar collapse to an icon rail with a logo-and-profile cap. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 17:51:40 +03:30
MahdiandCursor 3ec87ff912 Give automations a visual chain with conditions and SMS, and match the pipeline board to the sales mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 13:12:13 +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 2ece79b3d6 Unify invoices and quotes UI with discount, tax, and credit notes. 
Match list/form mockups on desktop and mobile, wire real APIs for billing fields, and merge proforma into the invoices section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 17:53:50 +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 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 574feedfa5 Polish dashboard UI to match Mento mockup with IRANSans and brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 16:06:17 +03:30
MahdiandCursor 2b0c985d19 Fix transparent AI avatar cutout and woven Mento logo mark. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:28:45 +03:30
MahdiandCursor 57fa6c8d12 Componentize dashboard middle section and add Mento brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:05:29 +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 523e641d8f Redesign home dashboard and app shell to match Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:21:54 +03:30
MahdiandCursor b606e15951 Pin sidebar to full viewport height with sticky layout. 
Keep logout at the foot while the page content scrolls independently.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:28:38 +03:30
MahdiandCursor 4b9345f55a Tighten sidebar chrome: hide nav scrollbar, icon notifications, compact user row. 
Move alerts next to the brand and merge name with role to free foot space.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:16:03 +03:30
MahdiandCursor a30e625349 Collapse sidebar into primary links and expandable groups. 
Keep daily work visible and tuck sales, extras, and settings behind toggles.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:06:41 +03:30