Mahdi/CRM_Montzar
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447 Commits 3 Branches 2 Tags
8a4bd70ad48ffd1f97d2025ee6a4dad560140bd0
Commit Graph
15 Commits
Author SHA1 Message Date
MahdiandCursor 0e1bc4a1fe fix(access): honor finance sections and team-member data scope 
Role treasury keys now open the first allowed finance page, and team-member ownership limits lists, dashboard, and reports instead of the whole organization.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-09 11:20:20 +03:30
MahdiandCursor 534dae45b2 feat(roles): let each section decide who may assign work to others 
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 13:15:21 +03:30
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
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
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 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
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
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 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +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 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 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
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