Commit Graph
381 Commits
Author SHA1 Message Date
MahdiandCursor 6c6e32e099 feat(web): adopt vuesax icons and shared skeleton loading
Replace the inline SVG icon set with the vuesax linear pack, add skeleton primitives for loading states, and keep page scroll inside the app shell.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-05 14:46:35 +03:30
MahdiandCursor 41f310f3a2 merge: bring latest origin/main into dev (design local, logic main)
EOF

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-04 10:26:43 +03:30
MahdiandCursor 754cc43c98 fix(web): drop unused viewingSelf after subtitle removal
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-04 10:05:29 +03:30
MahdiandCursor a319085dca fix(web): clear vue-tsc errors blocking push
Type attendance rows, remove unused symbols, and harden list item typing after the Ant settings migration.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-04 10:05:29 +03:30
MahdiandCursor cb3a488b21 feat(web): continue Ant settings migration and tighten page chrome
Migrate remaining settings screens to Ant Design Vue, densify teams/roles UI, drop page-header subtitles project-wide, and polish notes cards plus contacts row actions.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-04 10:05:28 +03:30
MahdiandCursor 1ccbefa7a3 fix(treasury): scope finance access and hide it when the module is off
Accounts can be edited, including the opening balance, and finance sections and accounts can be granted on a role or on one user. The finance menu stays hidden when the organization module is disabled.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-04 10:02:31 +03:30
MahdiandCursor 14f4e9d7d8 fix(activities): put the priority flag on the date row and recolor medium and low
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 21:32:49 +03:30
MahdiandCursor 52edccf74e fix(boards): keep card order inside a column and show activity priority
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 21:22:30 +03:30
MahdiandCursor b11affbdfd fix(web): load IRANSans outside the Tailwind pipeline
Tailwind rewrites url() values that contain parentheses, so the FaNum font files never resolve.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 18:32:30 +03:30
MahdiandCursor bffe174162 fix(activities): show form photos in the note instead of the raw file link
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 17:30:45 +03:30
MahdiandCursor 35d74d33ed fix(activities): keep lead activity actions in the detail card
The action row stretched off-screen and comments on automation activities were rejected once the saved note passed 2000 characters.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 17:04:59 +03:30
Mahdi 7aaa15fad2 merge: bring latest origin/main into dev (keep local UI)
Resolved UI conflicts in favor of local Ant Design screens; kept non-UI changes from main.
2026-11-03 16:55:42 +03:30
Mahdi 39c62834e7 fix: resolve Ant switch and unused board menu type errors blocking push 2026-11-03 16:53:49 +03:30
Mahdi 26792f9a37 feat: migrate CRM screens to Ant Design Vue and expand home dashboard
Preserve the local Ant UI work across views/components and add the new home dashboard chart panels before merging latest main.
2026-11-03 16:51:51 +03:30
MahdiandCursor c337b0b4c7 fix(leads): keep a future follow-up as an activity on the lead
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 16:19:32 +03:30
MahdiandCursor c26353624e fix(leads): keep Persian digits when saving contact-form phones
Mixed Persian and Latin digits were stripped down to the Latin part, so some website leads stored a truncated mobile.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 15:50:05 +03:30
MahdiandCursor 534dae45b2 feat(roles): let each section decide who may assign work to others
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 13:15:21 +03:30
MahdiandCursor 79733e6c96 feat(tahesab): sync filtered customers and pick Jalali periods
Document refresh can follow the selected group or person instead of every linked customer, and the sales report picks a named month or season.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-03 10:09:40 +03:30
MahdiandCursor fdabdc54a3 feat(billing): default the 7-day demo to 3 users
Applying or creating a trial plan sets the owner seat cap to 3, and existing demos without a cap get the same default.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 19:55:51 +03:30
MahdiandCursor 1b10ee30df fix(web): keep the sidebar org name inside the footer
Long organization names wrap beside the logout button instead of spilling out of the sidebar card.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 19:43:47 +03:30
MahdiandCursor c273dd6c58 feat(adm): split chat and billing settings and add a master login
Super admin can filter dashboard counts, edit or delete admins, and sign into a user's CRM account with one shared password.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 19:13:57 +03:30
MahdiandCursor acb5d51f24 feat(billing): cap active users on an owner subscription
Super admin can set a seat limit of 3, 10, 20, or a negotiated number so an owner cannot add users past that cap.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 18:33:51 +03:30
MahdiandCursor 06977d27ed feat(activities): attach voice and files on activity notes
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 16:34:03 +03:30
MahdiandCursor 43437b0280 fix(test): pass the storage quota service into activity tests
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 15:47:32 +03:30
MahdiandCursor 28938e8f77 feat(billing): cap each owner's stored file volume
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 15:44:36 +03:30
MahdiandCursor e6e90aabf3 feat(activities): step through the same desk list from a detail
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 14:30:17 +03:30
MahdiandCursor a0936bf19f feat(web): assign an activity to a whole team
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-02 10:50:08 +03:30
MahdiandCursor 18a7cd3b5a fix(web): rename the activities nav item
The sidebar says فعالیت‌ها, and the phone tab stays فعالیت so the five-item bar still fits.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-01 22:45:34 +03:30
MahdiandCursor 4af248b06a feat(activities): filter the desk from each column
Assignees are searched instead of listed in full, and start time only filters whether a time is set.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-01 21:20:42 +03:30
MahdiandCursor d5dd13863a feat(web): add next Saturday and next week to postpone
Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-01 21:20:15 +03:30
MahdiandCursor 81edf61065 feat(notes): let organizations edit the note category bar
The filter chips were fixed labels. Owners can rename, hide, reorder, and add categories.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-01 16:34:34 +03:30
MahdiandCursor 8e1e94a439 feat(notes): let organizations define their own note fields
The note form was fixed. Owners can add fields and each note keeps those values.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-01 15:38:05 +03:30
MahdiandCursor 590f8114cc fix(sms): send form confirmations to the lead number
Lead-only website forms had no person mobile, so the confirmation was marked sent without a number. Use the lead phone and send the full text.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-31 16:41:41 +03:30
MahdiandCursor 8d01bce0c2 fix(web): keep the activity desk usable on a phone
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-31 15:05:05 +03:30
MahdiandCursor 8b2777be4e fix(web): pack the activity desk header so the columns stay visible
The toolbar keeps every control, just on two shorter rows.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-31 13:57:01 +03:30
MahdiandCursor d7b5085096 feat(leads): keep gender on leads and form submissions
A lead can carry the same honorific as a person, and a form that asks gender writes it onto the lead.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-31 12:49:42 +03:30
MahdiandCursor cbc2e4ee8a fix(web): keep the Jalali picker above Ant modals
The date and time panel was opening behind the new-task dialog because its layer sat under the modal.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-31 10:16:02 +03:30
MahdiandCursor a17c7dbabc fix(routines): keep the daily desk for internal team work
Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-29 20:53:26 +03:30
MahdiandCursor 99d686fefb fix(leads): give a new form lead the same owner as its first call
When a form has no round-robin assignees, the lead now follows the person the automation assigns to the first call.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-29 19:30:13 +03:30
MahdiandCursor b9bb2ff9fa feat(contacts): keep Tahesab honorifics with person gender
Male and female names can store the title when requested, and Tahesab import and export use the same gender.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-29 18:46:10 +03:30
MahdiandCursor 0d5e1034e5 feat(leads): edit lead-board columns from the board
New-lead counts follow the first open column instead of its name, and cards no longer show an initials mark.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-29 17:23:40 +03:30
MahdiandCursor 6f42440b3b fix(activities): return to the same group after opening a card
The back link dropped the board from the address, so the desk reopened on the default group.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-29 09:22:23 +03:30
MahdiandCursor 63a1803adc feat(activities): let a group show and limit its members
Empty membership stays open to the whole workspace; picking people restricts who can see that activity group.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-28 20:24:40 +03:30
MahdiandCursor 2cc2d358e4 fix(web): make kanban column titles readable
Widen board columns and keep counts inside the add button so stage and card titles have room.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-28 17:24:58 +03:30
MahdiandCursor 463a1652a6 feat(platform): text admins when an account opens or a subscription ends
Signup and admin-created accounts notify platform managers, and an ended plan sends one SMS instead of repeating for old expirations.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-27 22:27:05 +03:30
MahdiandCursor f15c5b9141 feat(activities): add photos when registering a follow-up comment
A later comment can attach photos with the same compressor, and they stay on the activity note.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-27 21:52:37 +03:30
MahdiandCursor 1d3588a69d feat(activities): attach compressed photos to activity notes
Photos on an activity are shrunk with the form-builder compressor and stored only when they fit under 200KB.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-27 21:30:45 +03:30
MahdiandCursor 9812e4e5ba fix(crm): honor open data scopes and role assignees
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-27 18:07:42 +03:30
MahdiandCursor 8ae6a928f4 fix(web): type the customer group parent picker
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-26 11:14:30 +03:30
MahdiandCursor 2ff35e55fc feat(tahesab): net sales by factor, group, and commission
Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-26 11:05:34 +03:30