Mahdi and Cursor
4af248b06a
feat(activities): filter the desk from each column
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Assignees are searched instead of listed in full, and start time only filters whether a time is set.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-01 21:20:42 +03:30
Mahdi and Cursor
63a1803adc
feat(activities): let a group show and limit its members
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Empty membership stays open to the whole workspace; picking people restricts who can see that activity group.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-28 20:24:40 +03:30
Mahdi and Cursor
1d3588a69d
feat(activities): attach compressed photos to activity notes
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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
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
29398a445b
fix: validate activity, deal and lead assignees by active membership in the current environment
2026-10-20 14:47:08 +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 and Cursor
79ba146118
Wire prior archive cutoff through API
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 16:52:20 +03:30
Mahdi and Cursor
6bff9d2888
fix: keep imported follow-ups out of current work
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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
Mahdi and Cursor
6bc5e1bec7
feat: separate prior records behind an owner switch and count last-period questions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 10:48:30 +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
60d797f184
feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)
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- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-10 21:28:49 +03:30
Mahdi and Cursor
d683932d1b
feat(forms): merge notes tab into main info for activity and deal forms; show activity hashtags
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- 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
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
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
bc01384551
Fix error sending reminder SMS
2026-10-06 13:49:03 +03:30
Mahdi
0d7555f219
Fixing the error in today's task count
2026-10-06 12:44:09 +03:30
Mahdi
3b128bd980
Selection of multiple officials and role sub-categories
2026-10-03 13:16:13 +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
c06c92b333
Add deal co-assignees and saved filters on people/pipeline lists.
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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
6463275c3d
Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API.
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Ignore Graphify local artifacts and expose new modules in superadmin.
2026-09-26 14:59:48 +03:30
Mahdi
d3f97b9dc4
Multi-environment and multi-user construction
2026-09-15 21:37:58 +03:30
Mahdi
45b0d46cfe
Adding SMS automation
2026-09-13 19:11:47 +03:30
Mahdi and Cursor
f1aba1b386
Let automations fire on more CRM events and open the studio from the main nav.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-09 21:43:17 +03:30
Mahdi and Cursor
36e47e8af3
Ask activity reminder channel: in-app notification and/or SMS.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 02:04:39 +03:30
Mahdi and Cursor
f884c60cab
Add activity detail, Jalali pickers, and customer/user profiles.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-02 21:29:00 +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
MahdiandCursor