Mahdi/CRM_Montzar
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
466 Commits 3 Branches 2 Tags
717a41e94b5c7919ff83953b133be9d7595ed2ca
Commit Graph
35 Commits
Author SHA1 Message Date
MahdiandCursor 717a41e94b Substitute org name and balance tokens in outbound SMS so templates no longer leave {از طرف} literal. 
EOF

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-14 17:12:31 +03:30
MahdiandCursor d23dd20237 feat(tahesab): sync full customer profile fields into CRM people 
Pull national id, address, city, and rasteh on import/refresh so person records match Tahesab, and surface them on the person form and profile.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-11 18:31:47 +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 2d690b4c04 feat(tahesab): polish asnad invoice PDF and prior balance 
Compute حساب قبل from asnad before this doc date/number, add in-app preview layout, and leave a blank mesghal line for handwriting after print.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-24 21:47:46 +03:30
Mahdi f50246dc46 feat(tahesab): PDF invoice export for asnad cards 
Add per-document PDF print from account details, plus org invoice settings for logo and texts separate from CRM invoices.
 2026-10-24 12:34:02 +03:30
Mahdi 29d99cbded feat: customer groups for people and companies with tahesab group sync and bulk register 
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
 2026-10-21 17:16:31 +03:30
MahdiandCursor 2f11105628 fix: keep customer profile tabs from overlapping on mobile 
Let the tab row scroll sideways so long labels stay readable.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 09:40:59 +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 23f8da2c65 feat: log outbound SMS and show history in compose modal 
Persist manual, campaign, and automation SMS; expose history APIs for people and leads.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 21:23:07 +03:30
MahdiandCursor 3fb5f32ac3 fix: align activity badge and person profile with prior lens 
Count nav badge for desk=mine, always apply activity prior filter on person records, and stop loading prior=all deals on profiles.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 18:56:44 +03:30
MahdiandCursor e86841fc60 feat(web): add prior archive promote actions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:28:57 +03:30
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 42f0573a5f feat: send one SMS from a person or lead and keep the dashboard inside the phone frame 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:05:17 +03:30
MahdiandCursor cf326d1ed9 fix: keep birthdays and show Shamsi dates 
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 18:04:53 +03:30
Mahdi e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +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
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 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
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 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 99df327ded Adding two fields to the mesh form 2026-09-23 14:41:16 +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 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 8f9a00f319 Fix asnad via root POST like Hamkar; show accounting code label. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:27:42 +03:30
MahdiandCursor 1ac23e13c1 Improve person assets UI and fix Tahesab asnad date/list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:08:46 +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 0dd2966f3c Close unclosed CSS block that broke the production Vue build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:40:58 +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