Mahdi
7ae6a5837a
feat: enforce role section permissions and add a leads permission
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Unticking a section hides it from the menu, closes its routes and blocks its writes on the server; existing roles keep their current access via migration.
2026-10-21 13:45:16 +03:30
Mahdi
e6aa4c64f0
feat: group activities into boards with their own stages, like sales pipelines
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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 and Cursor
3fb5f32ac3
fix: align activity badge and person profile with prior lens
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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
Mahdi and Cursor
008733d338
Add prior promotion endpoints
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:13:01 +03:30
Mahdi
b3b92abae9
feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities
2026-10-11 14:12:36 +03:30
Mahdi and Cursor
13668c4ba4
feat(activities): split customer column, wider search, custom activity types with type-specific fields
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- 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 and Cursor
aa2f39256a
feat(activities): editable stages with tab and kanban views
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-07 11:18:53 +03:30
Mahdi and Cursor
cbfe470f33
Import large activity Excel in the browser via JSON chunks to avoid 502.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-03 18:28:47 +03:30
Mahdi and Cursor
ac57b8ac33
Parse large Excel imports asynchronously to avoid gateway 502 timeouts.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-03 18:14:17 +03:30
Mahdi and Cursor
d3fb92a5e2
Split large activity Excel prepare from chunk import and clarify errors.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-03 17:58:41 +03:30
Mahdi
2e315c9cfd
Fixing the error when importing a large Excel file
2026-10-03 15:01:01 +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.
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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
4776d1a3c3
Edit import excel
2026-09-19 15:30:31 +03:30
Mahdi
44f9849d0e
Creating import&export excel
2026-09-15 17:33:05 +03:30
Mahdi and Cursor
29a040c21d
Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-29 21:06:30 +03:30
Mahdi
