Mahdi/CRM_Montzar
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335 Commits 3 Branches 2 Tags
73c87b8be4b3c763aff3f7c8d4a2dc1e268c4014
Commit Graph
234 Commits
Author SHA1 Message Date
Mahdi 09a60b3b5a feat(acl): deep data access by section for roles and users 
Role default + user override with OR rules; covers customers, leads, sales, activities, notes, routines, projects, and tickets.
 2026-10-22 11:53:26 +03:30
MahdiandCursor cb5944e767 fix(finance): shared treasury layout so tab switches stop jumping 
Keep title and nav mounted in TreasuryLayout with stable header height, and finish Ant form chrome (MoneyInput, Jalali) on finance pages.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-21 21:47:00 +03:30
Mahdi 23ae273232 feat(contacts): compact layout, mobile filter sheet and redesigned cards 2026-10-21 20:01:16 +03:30
Mahdi 1c2da34983 fix: persist and re-apply contact saved filters correctly 2026-10-21 18:46:12 +03:30
Mahdi 50d7cad66e feat: multi-select contacts filter panel for groups sources and mood 2026-10-21 18:07:21 +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
Mahdi ce27df20ca feat: compact logout-time cell and optional login block after logout time 
Owners set the daily logout time in a modal and can block re-login until the next Tehran day.
 2026-10-21 14:20:15 +03:30
Mahdi 7ae6a5837a feat: enforce role section permissions and add a leads permission 
Unticking a section hides it from the menu, closes its routes and blocks its writes on the server; existing roles keep their current access via migration.
 2026-10-21 13:45:16 +03:30
Mahdi b731fe43aa fix: fold the activity board picker and its actions into one dropdown 2026-10-20 17:59:34 +03:30
Mahdi e6aa4c64f0 feat: group activities into boards with their own stages, like sales pipelines 
Existing stages and activities move into a default board per environment; new activities pick a board in the form.
 2026-10-20 17:23:27 +03:30
Mahdi 9127fa334b fix: stop birth dates from saving one day early in Tehran time 2026-10-20 15:20:47 +03:30
Mahdi bb8fd489de fix: let owners and admins change a user's role from the edit-user modal 2026-10-20 12:50:32 +03:30
Mahdi adb63447ca fix: stop Tahesab imports from stealing links between shared-mobile customers 
List all Tahesab customers in one paginated table with a page-size picker instead of 2000-code pages.
 2026-10-20 12:00:11 +03:30
Mahdi c1b38e1737 feat: filter Tahesab sync results to customers not yet imported 2026-10-20 11:07:58 +03:30
Mahdi bbbedc6059 fix: polish SMS header chip and add deposit info in adm panel 
Tighten the wallet chip layout and let super-admins set charge deposit details shown in the header charge modal.
 2026-10-19 21:47:17 +03:30
Mahdi f5d68d83fc feat: add per-org SMS wallet with adm panel and header credit 
Bill all platform SMS (including OTP), allow negative balance with manual/auto cutoffs, and support own-panel bypass without wallet debit.
 2026-10-19 15:55:48 +03:30
Mahdi f15ebb72ea fix: let only the owner set logout time and move the attendance tab 2026-10-19 13:54:09 +03:30
Mahdi 8590579605 feat: log staff sign-in and sign-out and force logout at a set time 2026-10-19 13:34:55 +03:30
Mahdi 3863c5e7d1 fix: hide role permissions for modules disabled in super admin 2026-10-19 12:20:52 +03:30
MahdiandCursor fddf22d7fe fix: open the card menu from the three-dot button 
Anchor the activity and deal menus to the button so they show beside the card.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 11:40:25 +03:30
MahdiandCursor ada9a1f21f fix: show activity board columns again 
Give the kanban the remaining page height so the columns are no longer collapsed.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 11:18:19 +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 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 8fdd5147a5 feat(web): migrate finance treasury pages to Ant Design Vue 
Replace legacy Ui* chrome on treasury routes with Ant layout, and polish mobile incomes stats colors plus nav visibility.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:06:18 +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 96befd3867 feat: add treasury audit, attachment download, and installment SMS 
Let cheque clearance pick a cash account and export income, expense, and installment lists to Excel.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:59:24 +03:30
MahdiandCursor b25b5b125a fix(web): resolve vue-tsc errors blocking push of Ant migration 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:48:16 +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 8981a552fc feat: gate treasury as an org module and group money inputs 
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:33:09 +03:30
MahdiandCursor ab538b8304 feat: add internal finance ledger for accounts, claims, and payroll 
Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 18:49:49 +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 d62e004e90 feat: SMS campaigns for people or leads with filters and batching 
Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 20:54:32 +03:30
MahdiandCursor f7b07f6b7a feat: owner read-only view-as from team users table 
Allow org owners to inspect any member's data scope via dual JWT; server blocks mutations and team page stays reachable for return.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:57:26 +03:30
MahdiandCursor 960e01938d fix(web): apply prior lens on user ProfileView timeline 
Filter my-desk activities and deals by archive cutoff so current work stays clean.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:12:48 +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 177e5cc31b fix: keep list menus on screen and clip long activity subtitles 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 13:26:11 +03:30
MahdiandCursor 2c7c943802 feat: allow bulk select and delete on activities and deal list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 12:47:07 +03:30
MahdiandCursor a494b5308e fix: make the user activity log readable and show Montact 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 14:18:56 +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 831c682eb3 feat: show the full work history and load every lead stage on the board 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 19:47:32 +03:30
MahdiandCursor 2cc81bb596 feat: keep deletions restorable and confirm a pipeline's deals before it is removed 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 22:23:09 +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 13ee70764b feat: show this month's birthdays and send a greeting SMS 
Each owner sees their customers born this Jalali month and can text a custom greeting.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 19:55:11 +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
MahdiandCursor 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:45:29 +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
MahdiandCursor 6b4bd0b03e fix(web): drop unused merge wizard props after preview load fix 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 22:02:56 +03:30
MahdiandCursor 609ce3d006 rename pipeline settings hub card to تنظیمات مسیر فروش 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:46:04 +03:30
MahdiandCursor fd6e79c15d feat(web): pipeline merge wizard 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:55:14 +03:30