Mahdi/CRM_Montzar
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Author SHA1 Message Date
Mahdi 50f67aedd1 Group the sidebar by sales, tools, and settings, and keep commissions under sales. 2026-09-11 14:47:01 +03:30
MahdiandCursor 0fc1364ba3 Pass numeric maxlength to cheque form inputs so the web build type-check can pass. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 12:40:38 +03:30
MahdiandCursor 9beaed96e8 Let cheques be received or paid without an invoice, and remind staff three days before due date. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 11:34:49 +03:30
MahdiandCursor 9a991fc1f1 Add salesperson commissions on issued invoices and a cheque register. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 01:09:59 +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 212d02f664 Add a small internal warehouse and party balances when Tahesab is off. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 22:24:16 +03:30
MahdiandCursor 55432ff979 Let ECharts infer dashboard tooltip types so vue-tsc accepts the build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 02:42:55 +03:30
MahdiandCursor 601bc163b3 Fix dashboard chart types so the production web build can pass. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:29:14 +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 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 51684daa61 Let the sidebar collapse to an icon rail with a logo-and-profile cap. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 17:51:40 +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 8357676e6c Show jalali clock columns on desktop and pastel debtor/creditor asset boxes. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 19:54:19 +03:30
MahdiandCursor 820c0780d8 Ship loyalty club and form builder so production pull gets the new screens. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 13:50:05 +03:30
MahdiandCursor 175f1fa440 Show three tiles and a plus on the quick-create FAB. 
Replace the 4-square grid so the global create button reads as add, not apps.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 10:11:37 +03:30
MahdiandCursor 361dbfc3e5 Make the quick-create FAB high-contrast while keeping the squircle shape. 
Use a solid teal gradient and white grid icon so it stays visible on light backgrounds.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 20:14:24 +03:30
MahdiandCursor 73d949d5d7 Differentiate the global quick-create FAB from page action buttons. 
Use a squircle white control with a grid icon so it no longer looks like the teal circular page FABs.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 20:09:28 +03:30
MahdiandCursor 495b529aaa Make note cards equal squares and open the editor as a centered modal. 
Unify desktop and mobile create/edit into one modal dialog with a consistent grid layout.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:59:47 +03:30
MahdiandCursor f43aa125ea Fix note color swatches outside teleported editor panel. 
Use hex palettes so Keep-style colors render when the create panel is portaled to body.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:41:39 +03:30
MahdiandCursor 4e3dbb4e00 Redesign notes list and editor to match Keep-style mockups. 
Add checklist, activity link, location, analyze flag, and audio attachments with a real API-backed masonry UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:13:01 +03:30
MahdiandCursor 32af147237 Redesign sales goals and forecast with typed targets and live progress. 
Match desktop/mobile mockups and compute current amounts, status, and KPIs from real CRM data.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 18:38:11 +03:30
MahdiandCursor 1c1b77e74a Lock canonical npm deploy steps for production. 
Prevent alternate package managers or ad-hoc deploy recipes in agent replies.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 18:04:12 +03:30
MahdiandCursor 2ece79b3d6 Unify invoices and quotes UI with discount, tax, and credit notes. 
Match list/form mockups on desktop and mobile, wire real APIs for billing fields, and merge proforma into the invoices section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 17:53:50 +03:30
MahdiandCursor 7862b6f374 Redesign reports dashboard with full API-backed widgets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 17:04:54 +03:30
MahdiandCursor 55f360c13f Redesign products list and form to match catalog mockups. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 16:26:09 +03:30
MahdiandCursor 028362da44 Show dash instead of null string on Tahesab document cards. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:40:57 +03:30
MahdiandCursor 11fa4c5e23 Treat Tahesab 404 no-records as empty asnad list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:35:20 +03:30
MahdiandCursor 8f9a00f319 Fix asnad via root POST like Hamkar; show accounting code label. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:27:42 +03:30
MahdiandCursor 3ab102ddae Align DoListAsnad with Hamkar (4 args) and treat empty ERROR as []. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:18:37 +03:30
MahdiandCursor 1ac23e13c1 Improve person assets UI and fix Tahesab asnad date/list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:08:46 +03:30
MahdiandCursor 43526cb980 Fix Tahesab empty-range 502 by using a single ByCode call. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:41:12 +03:30
MahdiandCursor 38f4b75a78 Allow empty Tahesab code range to list and import all customers. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:30:54 +03:30
MahdiandCursor 3277561e55 Clarify Tahesab self-signed TLS fix with one-click enable. 
Health already failed on certificate; search/import need allowInsecureTls on the connection.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:52:27 +03:30
MahdiandCursor b42d39d756 Fix Tahesab ByCode list body key causing 502 on range search. 
Use Dolistmoshtari as documented and surface upstream error text in the UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:42:08 +03:30
MahdiandCursor 15a0afae5c Add Tahesab bulk customer import by code range. 
Connecting alone does not copy customers; settings now list a code range and import them into CRM persons with link status.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:33:12 +03:30
MahdiandCursor a88bd83c9b Generate RTL Word exports for all main Persian product docs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:53:41 +03:30
MahdiandCursor 40d492cb5a Refresh product docs and add Mento capabilities catalog. 
Rewrite roadmap and progress for the shipped product, update the user guide for auth/Tahesab/AI/UI, and add a short feature index.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:45:36 +03:30
MahdiandCursor 092767b6f2 Align older CRM pages with the Mento visual language. 
Restyle list, form, settings, and secondary modules to match contacts/activities patterns with teal chrome, soft panels, and mobile layouts — without changing already-redesigned screens.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:29:41 +03:30
MahdiandCursor 20a9ac0d34 Add thousand separators to all CRM price and amount inputs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:13:39 +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 83d25ec1c5 Replace time selects with circular dial pickers in JalaliDateInput. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:56:50 +03:30
MahdiandCursor 32dfb01b4d Fix contacts page overlapping and squeeze on mobile layouts. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:49:19 +03:30
MahdiandCursor 66dfef5d53 Make notes page layout work cleanly on small screens. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:45:53 +03:30
MahdiandCursor 55d9b494e6 Use password login without OTP; keep OTP for signup and optional mobile login. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:37:15 +03:30
MahdiandCursor 78511a7d53 Prefer SMS for auth OTP when email mailer is not configured. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:22:55 +03:30
MahdiandCursor c620d1d6d4 Redesign login/register with Mento branding and email/mobile OTP. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:47:33 +03:30
MahdiandCursor aa3fe49ce6 Redesign sales pipeline UI and reconnect it to live board APIs. 
Keep the employer kanban layout while loading pipelines/deals from the server, persisting drag-and-drop moves, and seeding a Waiting pipeline with demo deals.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:18:39 +03:30
MahdiandCursor 4b47b753c3 Add Tahesab jewelry accounting integration with multi-DB connections. 
Encrypt tokens server-side, sync customers both ways, show balances/documents on the person Assets tab, and push sanads with idempotent Factor_Code logging.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-04 22:00:23 +03:30
MahdiandCursor d2f66d11fc Ask for organization business field at signup, including jewelry. 
Store Didar-style industry on the org so registration, settings, and Ask Mento share the same catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 16:45:59 +03:30