Mahdi/CRM_Montzar
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203 Commits 3 Branches 2 Tags
75ff2c36c43f44223e443d783e64c0933c8046fd
Commit Graph
112 Commits
Author SHA1 Message Date
MahdiandCursor 75ff2c36c4 Allow editing org team member name, mobile, and password from settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:31:07 +03:30
MahdiandCursor 39e2eb24a6 Keep desktop modals open on outside click and allow larger group member lists. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:12:05 +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
MahdiandCursor 236f73de93 Paginate Tahesab customer list by code windows past the 5000 cap. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 11:09:40 +03:30
MahdiandCursor 60c16053a4 Support Didar activity Excel exports without header rows via positional columns. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 10:44:00 +03:30
MahdiandCursor cbfe470f33 Import large activity Excel in the browser via JSON chunks to avoid 502. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:28:47 +03:30
MahdiandCursor ac57b8ac33 Parse large Excel imports asynchronously to avoid gateway 502 timeouts. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:14:17 +03:30
MahdiandCursor d3fb92a5e2 Split large activity Excel prepare from chunk import and clarify errors. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:58:41 +03:30
MahdiandCursor c629729a9a Allow large activity Excel imports (40k+ rows) with bigger chunks and caches. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:42:11 +03:30
MahdiandCursor beae16437b Harden Tahesab HTTP client against keep-alive hangs and retry health on alt ports. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 17:02:14 +03:30
MahdiandCursor 17628722d3 Fix Tahesab health check to match Postman root-endpoint flow. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 16:45:04 +03:30
Mahdi 2e315c9cfd Fixing the error when importing a large Excel file 2026-10-03 15:01:01 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +03:30
Mahdi 9f97371391 Fixed error when adding creation date and multiple addresses for contacts and leads. 2026-10-03 12:40:16 +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 5784b09232 Fixing Excel login error 2026-10-03 11:32:37 +03:30
Mahdi 5d5b3a3213 Implementing a link tracking and user click logging system.Implementing a link tracking and user click logging system. 2026-10-01 15:59:18 +03:30
Mahdi ae21d9bbc7 Addition of an AI chat assistant and a 100MB file upload limit. 2026-09-30 16:30:41 +03:30
Mahdi 75b83b7f1b Edit text and links, mute and unmute chat 2026-09-30 14:58:44 +03:30
Mahdi c7a60c524d Editing correction (in progress) 2026-09-30 13:01:42 +03:30
Mahdi 3c0ed3369e Editing and error correction (in progress) 2026-09-30 12:43:19 +03:30
Mahdi a3ed6187e9 Edit typing... indicator, loading older message. 2026-09-30 12:20:49 +03:30
Mahdi e1d456ad11 Adding the typing... indicator, loading older messages, and managing members/admins after creation. 2026-09-30 11:53:04 +03:30
Mahdi 4c8731122b Add channel to conversation 2026-09-30 11:08:33 +03:30
Mahdi f71e78f3a7 Add mentions, pin messages and conversations, and search within chats 2026-09-30 10:40:29 +03:30
Mahdi 298b3316b4 Fixed message deletion error and layout changes for the message input box. 2026-09-30 09:19:36 +03:30
Mahdi 5bb8e68521 Fixing the issue with complete deletion from the database 2026-09-29 21:46:41 +03:30
Mahdi e20b904bbe Fixing video retrieval error 2026-09-29 20:48:14 +03:30
Mahdi 7996fc7f73 Fixing the video-to-file conversion error and audio appearance changes. 2026-09-29 20:36:15 +03:30
Mahdi 70bcd15847 Convert video to file and change the appearance of mobile chat 2026-09-29 20:18:17 +03:30
Mahdi b0f05b6a27 Add file & video & voice in chat Crm 2026-09-29 17:22:34 +03:30
Mahdi 032eb70524 Edit BadGatewayException 2026-09-29 15:27:14 +03:30
Mahdi 66af7e577c Chat settings in Super Admin and changing the chat title and position. 2026-09-29 14:45:19 +03:30
MahdiandCursor a1655432fc Add internal org chat (phase 1) with DM, groups, and org settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-29 10:34:01 +03:30
Mahdi f20206b045 Connect public lead forms to CRM Leads on submit. 2026-09-28 13:39:44 +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
Mahdi 647503810d Add lead company logos and refine Leads stats cards. 
Leads can upload/change/remove a logo shown in the list; stats use fixed stage labels with accurate non-archived counts.
 2026-09-27 21:17:42 +03:30
Mahdi ac3ffb8ab2 Promote Leads to a top-level nav hub and expire login OTP after 90s. 
Leads items sit under their own hub after Customers; login OTP shows a countdown and returns to the mobile step when time runs out.
 2026-09-27 18:00:59 +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 55a287563d Add simple report builder with metrics, dimensions, and user/team filters. 2026-09-27 11:54:23 +03:30
Mahdi a16c2f0a9b Add saved report views with personal/org filters and in-org share links. 2026-09-27 11:11:33 +03:30
Mahdi 6a9e864b07 Add deeper reports: stage conversion, period compare, and deal drill-down. 2026-09-27 10:39:09 +03:30
MahdiandCursor d133c8ca34 Add reservations module and rename teams visibility label to file-access level. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 09:38:17 +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 26085b54a9 Add WooCommerce integration: sync orders to invoices/people with webhook, cron, and settings UI. 2026-09-26 17:59:16 +03:30