Commit Graph
20 Commits
Author SHA1 Message Date
MahdiandCursor de77066cb0 feat(tahesab): add manual sync to refresh linked customer profiles
Expose sync/customers-now and a settings button so existing linked people get national id, address, city, and rasteh without waiting for the schedule.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-11 18:54:59 +03:30
MahdiandCursor d23dd20237 feat(tahesab): sync full customer profile fields into CRM people
Pull national id, address, city, and rasteh on import/refresh so person records match Tahesab, and surface them on the person form and profile.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-11 18:31:47 +03:30
MahdiandCursor 4764562bd4 fix(tahesab): stop treating shared phone numbers as new customers
A second Tahesab code with the same phone stays linked to the existing person, so the import list no longer counts it as unimported and sync no longer overwrites that person's name.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-09 14:42:46 +03:30
MahdiandCursor 1ef7f91771 fix(contacts): keep one customer when Tahesab repeats a mobile
A Tahesab import now updates the person who already has that mobile instead of creating another, and the boot merge runs once more so existing pairs collapse.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-05 13:34:41 +03:30
MahdiandCursor 94f0383c79 feat(tahesab): import and refresh customers at chosen hours
Each connection can set how many times a day and at which Tehran hours the server pulls Tahesab customers, including name updates for people already linked.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-05 12:31:27 +03:30
MahdiandCursor 57a0b379f6 fix(tahesab): store a matched mobile as 09xxxxxxxxx
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-05 11:11:40 +03:30
MahdiandCursor 7f6d9a84d6 fix(contacts): treat Iranian mobile formats as one person
Tahesab import still replaces the name and keeps the previous name.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-11-05 10:51:36 +03:30
MahdiandCursor b9bb2ff9fa feat(contacts): keep Tahesab honorifics with person gender
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 29d99cbded feat: customer groups for people and companies with tahesab group sync and bulk register
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 86e9ee6c2c fix: treat Tahesab no-records as an empty customer list instead of a 502
Listing all customers no longer fails on the final empty code range, and importing a missing code no longer creates a placeholder person.
2026-10-20 12:26:20 +03:30
Mahdi adb63447ca fix: stop Tahesab imports from stealing links between shared-mobile customers
List all Tahesab customers in one paginated table with a page-size picker instead of 2000-code pages.
2026-10-20 12:00:11 +03:30
MahdiandCursor cf326d1ed9 fix: keep birthdays and show Shamsi dates
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-13 18:04:53 +03:30
MahdiandCursor f88786ef61 Import Tahesab customers in batches with progress overlay and prefetched rows
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-05 21:08:38 +03:30
MahdiandCursor 46dcf296d3 Keep previous import source and code when a person is re-imported from another source
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-05 20:54:23 +03:30
MahdiandCursor 8b37525f2f Track person import source and previous names; add source report and edit UX.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-04 12:01:21 +03:30
MahdiandCursor 236f73de93 Paginate Tahesab customer list by code windows past the 5000 cap.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-04 11:09:40 +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 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 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