Mahdi/CRM_Montzar
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447 Commits 3 Branches 2 Tags
8a4bd70ad48ffd1f97d2025ee6a4dad560140bd0
Commit Graph
34 Commits
Author SHA1 Message Date
MahdiandCursor 1a05eee46d feat(activities): let creators lock edit and delete to themselves 
Add editPolicy (default creator-only), enforce it in the API, surface clear permission messages, and drop the redundant edit menu now that detail is editable.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-11 15:56:36 +03:30
MahdiandCursor ec9a7cf9c9 feat(deals): plan activities on the deal and create them from the board 
Show related activities on deal detail, prefill dealId on activity create, and add a side-panel quick create from pipeline cards.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-11 15:06:20 +03:30
MahdiandCursor 7a8007fff0 feat(activities): keep multi-assignee completion readable for large teams 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-09 21:30:05 +03:30
MahdiandCursor da851bd9e5 feat(activities): let every assignee finish their own share 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-09 20:48:43 +03:30
MahdiandCursor 14f4e9d7d8 fix(activities): put the priority flag on the date row and recolor medium and low 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 21:32:49 +03:30
MahdiandCursor c337b0b4c7 fix(leads): keep a future follow-up as an activity on the lead 
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 16:19:32 +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
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 a0936bf19f feat(web): assign an activity to a whole team 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 10:50:08 +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
MahdiandCursor 9812e4e5ba fix(crm): honor open data scopes and role assignees 
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-27 18:07:42 +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
MahdiandCursor fa3fe0d364 Web: fix mobile overflow on activities, activity form, assets panel, routines, team/audit/API settings 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 11:58:45 +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 43717392b2 Profile picture display has been standardized across the board. 2026-10-06 14:23:59 +03:30
Mahdi bc01384551 Fix error sending reminder SMS 2026-10-06 13:49:03 +03:30
Mahdi 5074c6d791 Add column visibility menu to activities and API keys tables, and make related person optional when creating an activity 2026-10-06 13:35:13 +03:30
MahdiandCursor 71b3a7255a Polish activity person picker layout and move add-person action beside the label 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 18:19:37 +03:30
MahdiandCursor df8fac187e Improve assignee and person pickers with search, chips and inline person creation 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 17:49:17 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +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
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
s.esmaeili 1ae87c97b7 feat(ui): standardize design system, modals, sidebar, and form inputs 
- Implement unified design system tokens, 10px radius, and IRANSans typography
- Modernize sidebar with Gemini-style collapsed expander, square 1:1 items, and elevated profile flyout
- Standardize all modal dialogs with 16px padding, fixed header/footer, 16px medium title, and sticky bottom actions
- Refactor DealFormView and CustomFieldsSection with standard UiField, UiInput, and UiSelect components
- Add draggable bottom-left QuickCreate floating action button
 2026-09-12 01:33:07 +03:30
MahdiandCursor 535c428270 Align controls to 36/10 and make create modals full-screen on mobile. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 23:45:11 +03:30
MahdiandCursor b8ad4037b6 Unify the web UI on shared controls and let pipeline columns be managed on the board. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:22:24 +03:30
MahdiandCursor 3ec87ff912 Give automations a visual chain with conditions and SMS, and match the pipeline board to the sales mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 13:12:13 +03:30
MahdiandCursor 48d3469eea Rebrand the product to Montact and point local UI at production API. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-07 11:49:54 +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 7757c0837d Add Ask Mento, customer mood, and Pipecat speech-to-text. 
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:20:55 +03:30
MahdiandCursor 651e35fd1b Fix Vue production build type errors in activity form and date picker. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:37:58 +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