Mahdi/CRM_Montzar
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270 Commits 3 Branches 2 Tags
6bc5e1bec79917a0d0e8804365977b3dafe8d502
Commit Graph
38 Commits
Author SHA1 Message Date
MahdiandCursor 6bc5e1bec7 feat: separate prior records behind an owner switch and count last-period questions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:48:30 +03:30
MahdiandCursor 3a8a684aa4 docs: lock the prior-data archive design for a later start 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 20:44:30 +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 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
Mahdi e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +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 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
Mahdi 5784b09232 Fixing Excel login error 2026-10-03 11:32:37 +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
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 22980e5152 Add Didar-style conversion rate to sales reports. 
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
MahdiandCursor c5c903d4b4 Add automatic VoIP call summaries and sync progress checklist. 
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. 
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. 
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 17fb33b3e7 Adding a task generated from the account balance to products 2026-09-21 21:25:34 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
MahdiandCursor 04d37a9d12 Add design spec for BillingAccount, per-org modules, and /adm polish. 
EOF

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-20 10:54:29 +03:30
MahdiandCursor 9beaed96e8 Let cheques be received or paid without an invoice, and remind staff three days before due date. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 11:34:49 +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 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 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 15a0afae5c Add Tahesab bulk customer import by code range. 
Connecting alone does not copy customers; settings now list a code range and import them into CRM persons with link status.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:33:12 +03:30
MahdiandCursor a88bd83c9b Generate RTL Word exports for all main Persian product docs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:53:41 +03:30
MahdiandCursor 40d492cb5a Refresh product docs and add Mento capabilities catalog. 
Rewrite roadmap and progress for the shipped product, update the user guide for auth/Tahesab/AI/UI, and add a short feature index.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:45:36 +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 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 d152d1c19f Add Smart Notes AI analysis and Mento Memory with user approval. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 14:29:34 +03:30
MahdiandCursor 4d9f3c04cd Note Word and PDF paths in the user guide. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:49:53 +03:30
MahdiandCursor 35a1a07e68 Regenerate Persian user guide Word and PDF from the expanded markdown. 
Keep downloadable docs in sync with the latest shipped product features.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:49:24 +03:30
MahdiandCursor 323c593570 Expand the user guide to cover every shipped CRM module in detail. 
Document menus, roles, sales, support, portal SMS, projects, loyalty, and automations.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:36:53 +03:30
MahdiandCursor 3b50f14817 Document production deploy gotchas for SMS, Postgres, and shared symlink. 
Capture real server lessons so future updates avoid DATABASE_URL, tarball, and nginx traps.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 10:00:21 +03:30
MahdiandCursor c2bfa7749d Add project board, loyalty club, and if/then automations. 
Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 09:42:07 +03:30
MahdiandCursor d4f6bd9c01 Ignore Office lock files and drop accidental Word temp from repo. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-29 21:07:58 +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