Mahdi/CRM_Montzar
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363 Commits 3 Branches 2 Tags
63a1803adcfec73d00648b13fff40d2900f1d1a8
Commit Graph
22 Commits
Author SHA1 Message Date
MahdiandCursor 36eda8653e merge: bring Ant Design UI from dev into main 
Keep the design refresh together with DISC, the sales copilot, and treasury behavior.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:33:56 +03:30
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module 
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:04:26 +03:30
MahdiandCursor 4abab55a6b feat(web): migrate CRM screens to Ant Design Vue with central theme 
Adopt ant-design-vue and a shared antdTheme for leads, pipeline, invoices, and shared form controls under strict single-page governance.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:39:59 +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
Mahdi cba4ad6a49 fix deal edit save; add new person from deal form; club and multi-select 2026-10-12 19:23:07 +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 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 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 43717392b2 Profile picture display has been standardized across the board. 2026-10-06 14:23:59 +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
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 3b643d7bb9 Lift mobile docks and FABs above the bottom tab bar. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-17 17:36:21 +03:30
s.esmaeili 1ae87c97b7 feat(ui): standardize design system, modals, sidebar, and form inputs 
- Implement unified design system tokens, 10px radius, and IRANSans typography
- Modernize sidebar with Gemini-style collapsed expander, square 1:1 items, and elevated profile flyout
- Standardize all modal dialogs with 16px padding, fixed header/footer, 16px medium title, and sticky bottom actions
- Refactor DealFormView and CustomFieldsSection with standard UiField, UiInput, and UiSelect components
- Add draggable bottom-left QuickCreate floating action button
 2026-09-12 01:33:07 +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 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 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 e91f06eb70 Remove unused deal delete helper that failed the production Vue build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:27:14 +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 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