Mahdi/CRM_Montzar
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388 Commits 3 Branches 2 Tags
79733e6c96332326f7da0423ad950fb37b60ed08
Commit Graph
32 Commits
Author SHA1 Message Date
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 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 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 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 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
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 29398a445b fix: validate activity, deal and lead assignees by active membership in the current environment 2026-10-20 14:47:08 +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 008733d338 Add prior promotion endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:13:01 +03:30
MahdiandCursor 79ba146118 Wire prior archive cutoff through API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:52:20 +03:30
MahdiandCursor 6bff9d2888 fix: keep imported follow-ups out of current work 
They stayed on the board when a non-prior deal was attached, even though the person was prior.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 12:34:40 +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
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 21:28:49 +03:30
MahdiandCursor d683932d1b feat(forms): merge notes tab into main info for activity and deal forms; show activity hashtags 
- Activity form: notes/tags card inline, live hashtag preview, focus notes when required
- Hashtags shown in activity detail (clickable search) and list rows; search accepts #tag
- Deal form: remove mobile tabs

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 13:17:29 +03:30
MahdiandCursor 13668c4ba4 feat(activities): split customer column, wider search, custom activity types with type-specific fields 
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 12:29:23 +03:30
MahdiandCursor aa2f39256a feat(activities): editable stages with tab and kanban views 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 11:18:53 +03:30
Mahdi e08f1452ef Unified search algorithm across all lists; per-section record visibility (contacts, deals, activities, leads, finance, tickets, notes, projects) 2026-10-06 15:04:46 +03:30
Mahdi bc01384551 Fix error sending reminder SMS 2026-10-06 13:49:03 +03:30
Mahdi 0d7555f219 Fixing the error in today's task count 2026-10-06 12:44:09 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +03:30
Mahdi 989c03b381 Filtering tasks and assigning a person in charge during Excel import 2026-10-03 12:00:46 +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 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 6463275c3d Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API. 
Ignore Graphify local artifacts and expose new modules in superadmin.
 2026-09-26 14:59:48 +03:30
Mahdi d3f97b9dc4 Multi-environment and multi-user construction 2026-09-15 21:37:58 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
MahdiandCursor f1aba1b386 Let automations fire on more CRM events and open the studio from the main nav. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 21:43:17 +03:30
MahdiandCursor 36e47e8af3 Ask activity reminder channel: in-app notification and/or SMS. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:04:39 +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 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