Mahdi/CRM_Montzar
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145 Commits 3 Branches 2 Tags
7e73ba99366d0d5acb51f64df9dd690e893e20b2
Commit Graph
128 Commits
Author SHA1 Message Date
Mahdi 7e73ba9936 Fix web build failure from corrupted Tahesab status types. 
Restore MandehValueDto status encoding and derive بس/بد labels from amount.
 2026-09-27 21:26:56 +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 ec5c7639e3 Match Leads stats cards to the mockup and fix Contacts double menus. 
Stage summary uses the green total card plus paired/solo white cells; people row menus use separate mobile/desktop keys.
 2026-09-27 20:35:57 +03:30
Mahdi 3833788aa8 Fix Leads row menu overflow and add edit/delete actions. 
Use a teleported dropdown so the menu stays above the table, with edit modal and archive delete.
 2026-09-27 20:18:44 +03:30
Mahdi 9edbb92b13 Align Leads header with Contacts and add phone-contact lead import. 
Leads actions mirror people import/export, and create-lead can fill fields from device contacts like Person form.
 2026-09-27 19:51:02 +03:30
Mahdi 05f205cadf Redesign Leads list to match the dashboard mockup. 
Add stage stats cards, richer filters/table columns, create modal, and mockup-style pagination.
 2026-09-27 18:22:35 +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
Mahdi 1b160c8cd3 Add named teams and per-user data visibility (own/team/org) with settings UI and org module. 2026-09-26 17:15:09 +03:30
Mahdi 499d13d1df Fix SMS campaigns people list 400 by capping limit at 100 and searching via API. 2026-09-26 16:39:11 +03:30
Mahdi ef600d149d Add public API keys, outbound webhooks, and bulk SMS campaigns with settings UI and org modules. 2026-09-26 16:12:29 +03:30
Mahdi ccddd009e3 Edit Didar gap features: lost-reason report 2026-09-26 15:20:38 +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 35a618d0af Edit a modal for the assistant 2026-09-23 17:30:30 +03:30
Mahdi 011b316b5b Creating a modal for the assistant 2026-09-23 17:18:04 +03:30
Mahdi b7e3d1e290 Create a project workflow by typing to generate approval cards. 2026-09-23 16:32:41 +03:30
Mahdi 7dc4344e0e Creating a project workflow using a voice assistant and converting it into an approval card. 2026-09-23 15:49:44 +03:30
Mahdi 99df327ded Adding two fields to the mesh form 2026-09-23 14:41:16 +03:30
Mahdi 230d7b3bf6 AI-powered speech-to-text transformation 2026-09-23 13:58:43 +03:30
Mahdi 75a73559b5 Modification of the structure 2026-09-22 12:04:35 +03:30
Mahdi 41f0025883 Modification of the STT structure 2026-09-22 11:56:16 +03:30
Mahdi 4b335aa7ff Refining the speech-to-text conversion structure 2026-09-22 11:02:08 +03:30
Mahdi 17fb33b3e7 Adding a task generated from the account balance to products 2026-09-21 21:25:34 +03:30
Mahdi be97a067f9 Edit: Add from Android phone contacts 2026-09-21 20:51:06 +03:30
Mahdi 9249302eac Edit from phone contacts 2026-09-21 20:26:19 +03:30
Mahdi 5d9a572ff8 Edit: Add from phone contacts 2026-09-21 20:04:18 +03:30
Mahdi 7a58b9d469 Adding contacts from the phone to the customer list 2026-09-21 18:27:37 +03:30
Mahdi 1adc217375 Edit dashboard appearance 2026-09-21 17:55:05 +03:30
Mahdi d7d82102af Edit the artificial intelligence of the Mentact assistant 2026-09-21 16:58:49 +03:30
Mahdi f5a4eb577b Editing permissions in the CRM Super Admin 2026-09-21 16:38:24 +03:30
MahdiandCursor ebf13cfde5 Fix web build by removing unused axios import. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-21 15:59:31 +03:30
Mahdi 0e580b19c3 Editing Super Admin permissions and visual changes 2026-09-20 12:07:05 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
Mahdi 605e1d3340 Edit login suoerAdmin 2026-09-19 22:42:51 +03:30
Mahdi b016b4754f Creating a CRM Super Admin 2026-09-19 21:54:21 +03:30
Mahdi 4776d1a3c3 Edit import excel 2026-09-19 15:30:31 +03:30
Mahdi 9c7dad3677 Edit login and registration details 2026-09-19 13:57:15 +03:30
MahdiandCursor a428c6f135 Fix modal body scroll so tall forms like new-person stay usable. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-19 11:10:16 +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
MahdiandCursor dfd35c45ef Merge design_ui_v2 into design_ui so the new design system can be previewed without dropping later product work. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-17 16:46:00 +03:30