Mahdi and Cursor
a17c7dbabc
fix(routines): keep the daily desk for internal team work
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Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 20:53:26 +03:30
Mahdi and Cursor
99d686fefb
fix(leads): give a new form lead the same owner as its first call
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When a form has no round-robin assignees, the lead now follows the person the automation assigns to the first call.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 19:30:13 +03:30
Mahdi and Cursor
b9bb2ff9fa
feat(contacts): keep Tahesab honorifics with person gender
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Male and female names can store the title when requested, and Tahesab import and export use the same gender.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 18:46:10 +03:30
Mahdi and Cursor
0d5e1034e5
feat(leads): edit lead-board columns from the board
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New-lead counts follow the first open column instead of its name, and cards no longer show an initials mark.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 17:23:40 +03:30
Mahdi and Cursor
6f42440b3b
fix(activities): return to the same group after opening a card
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The back link dropped the board from the address, so the desk reopened on the default group.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-29 09:22:23 +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
2cc2d358e4
fix(web): make kanban column titles readable
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Widen board columns and keep counts inside the add button so stage and card titles have room.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-28 17:24:58 +03:30
Mahdi and Cursor
463a1652a6
feat(platform): text admins when an account opens or a subscription ends
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Signup and admin-created accounts notify platform managers, and an ended plan sends one SMS instead of repeating for old expirations.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-27 22:27:05 +03:30
Mahdi and Cursor
f15c5b9141
feat(activities): add photos when registering a follow-up comment
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A later comment can attach photos with the same compressor, and they stay on the activity note.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-27 21:52:37 +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 and Cursor
9812e4e5ba
fix(crm): honor open data scopes and role assignees
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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 and Cursor
8ae6a928f4
fix(web): type the customer group parent picker
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-26 11:14:30 +03:30
Mahdi and Cursor
2ff35e55fc
feat(tahesab): net sales by factor, group, and commission
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Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-26 11:05:34 +03:30
Mahdi
15f89aec04
Readjusting the dashboard header height
2026-10-25 20:53:06 +03:30
Mahdi
bebd1be29b
Adjusting the lead note and dashboard header height
2026-10-25 20:21:33 +03:30
Mahdi and Cursor
0daaef0b39
fix(web): calm hero flash, lead detail, and scope sources
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Keep the dashboard backdrop out of flow on first paint, clamp long lead notes, scroll the quick-actions rail, return to the lead board, and only list import sources that exist in this environment.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-25 19:22:30 +03:30
Mahdi and Cursor
91637cb3a6
fix(web): search and multi-select data scope filters
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Long group and source lists overflowed the team settings panel.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-25 10:48:15 +03:30
Mahdi
546a7a7e46
fix(web): keep jalali day cells inside calendar panel
2026-10-25 10:05:16 +03:30
Mahdi
48815852fc
fix(crm): mesghal by metal, jalali fit, scoped group filters
2026-10-24 22:25:27 +03:30
Mahdi
f8128ebe3a
fix(tahesab): rename invoice timestamp label to زمان چاپ
2026-10-24 21:54:55 +03:30
Mahdi and Cursor
6ec7a1a942
fix(tahesab): label invoice timestamp as print date
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Rename تاریخ ایجاد to تاریخ چاپ on the asnad invoice preview and PDF.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-24 21:51:32 +03:30
Mahdi and Cursor
2d690b4c04
feat(tahesab): polish asnad invoice PDF and prior balance
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Compute حساب قبل from asnad before this doc date/number, add in-app preview layout, and leave a blank mesghal line for handwriting after print.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-24 21:47:46 +03:30
Mahdi
1ba352f127
fix(tahesab): open invoice PDF window synchronously on click
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Awaiting settings before window.open left a blank tab; open about:blank on click then fill via blob URL.
2026-10-24 14:09:46 +03:30
Mahdi
f50246dc46
feat(tahesab): PDF invoice export for asnad cards
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Add per-document PDF print from account details, plus org invoice settings for logo and texts separate from CRM invoices.
2026-10-24 12:34:02 +03:30
Mahdi
7d9fc8447f
fix(reports): show Tahesab sales link only when connection exists
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Require both the tahesab org module and at least one enabled accounting connection.
2026-10-24 09:39:45 +03:30
Mahdi
5be0bc6f5e
fix(tahesab): register Ant components on sales report page
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Without explicit imports the a-button tags rendered as raw custom elements with no styles or click behavior.
2026-10-22 20:35:21 +03:30
Mahdi
2ca2650b69
fix(tahesab): make sales report apply and sync actions fire
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Bypass Ant form required validation that blocked the apply button, and surface API errors with toasts.
2026-10-22 20:04:59 +03:30
Mahdi
42b3fc72cc
fix(tahesab): type sales report statistic value for vue-tsc
2026-10-22 19:52:11 +03:30
Mahdi
6d8ede8e2a
fix(tahesab): polish sales report page chrome
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Match leads/invoices header layout, keep title clean, and add a clear apply-filters action for the date range.
2026-10-22 19:47:58 +03:30
Mahdi
ade43fea0f
feat(tahesab): sales report snapshot with org-module gate
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Sync linked asnad into CRM, filter by group/kind/metal, and require the tahesab superadmin module plus reports role access.
2026-10-22 18:20:46 +03:30
Mahdi
65cf4e9a66
feat(auth): allow owner to force OTP-only login per user
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Team menu «ورود با کد» blocks password login with a clear message and switches the login screen to OTP.
2026-10-22 15:43:24 +03:30
Mahdi
80fb5bf1bb
feat(lead-forms): real file upload under 200KB and Jalali date
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Public form file fields compress images or reject oversized files; dates use the full Jalali picker.
2026-10-22 14:28:42 +03:30
Mahdi
31f45a6a31
fix(acl): simplify data access UI to a single filter
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Drop multi-rule OR/AND editing; one all-or-filter form per section with clear hints.
2026-10-22 13:13:59 +03:30
Mahdi
73c87b8be4
fix(acl): keep empty draft rules and clarify OR/AND hint
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Empty rules were stripped on re-parse so Add rule looked broken; editor now keeps drafts until filled.
2026-10-22 12:18:05 +03:30
Mahdi
09a60b3b5a
feat(acl): deep data access by section for roles and users
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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 and Cursor
cb5944e767
fix(finance): shared treasury layout so tab switches stop jumping
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Keep title and nav mounted in TreasuryLayout with stable header height, and finish Ant form chrome (MoneyInput, Jalali) on finance pages.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-21 21:47:00 +03:30
Mahdi
23ae273232
feat(contacts): compact layout, mobile filter sheet and redesigned cards
2026-10-21 20:01:16 +03:30
Mahdi
1c2da34983
fix: persist and re-apply contact saved filters correctly
2026-10-21 18:46:12 +03:30
Mahdi
50d7cad66e
feat: multi-select contacts filter panel for groups sources and mood
2026-10-21 18:07:21 +03:30
Mahdi
29d99cbded
feat: customer groups for people and companies with tahesab group sync and bulk register
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Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
2026-10-21 17:16:31 +03:30
Mahdi
ce27df20ca
feat: compact logout-time cell and optional login block after logout time
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Owners set the daily logout time in a modal and can block re-login until the next Tehran day.
2026-10-21 14:20:15 +03:30
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
631a3267d1
fix: accept createIfMissing when converting a lead to a customer
2026-10-20 21:07:39 +03:30
Mahdi
b731fe43aa
fix: fold the activity board picker and its actions into one dropdown
2026-10-20 17:59:34 +03:30
Mahdi
15cbd62997
test: update promote-from-prior stage service mock for activity boards
2026-10-20 17:36:30 +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
9127fa334b
fix: stop birth dates from saving one day early in Tehran time
2026-10-20 15:20:47 +03:30
Mahdi
9a86f63f48
feat: let the Jalali date picker jump to any month or year from its title
2026-10-20 14:47:25 +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
bb8fd489de
fix: let owners and admins change a user's role from the edit-user modal
2026-10-20 12:50:32 +03:30
MahdiandCursor