Mahdi and Cursor
fec5ece255
Improve deal board activity cues with relative dates and a quick activity list popup.
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EOF
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-12 16:27:32 +03:30
Mahdi and Cursor
8b8d01976d
fix(pipeline): hide prior-only sales paths from current work
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The board lists a pipeline in current work only when it has a deal in that period, and keeps archive-only paths for the prior-data view.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-09 15:09:49 +03:30
Mahdi and Cursor
bc68582fe2
Fix prior archive filter collisions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:49:51 +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
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 and Cursor
2cc81bb596
feat: keep deletions restorable and confirm a pipeline's deals before it is removed
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 22:23:09 +03:30
Mahdi and Cursor
9bed6cac03
fix(api): guard unmoved deals before pipeline merge delete
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 21:32:21 +03:30
Mahdi and Cursor
d00f362376
feat(api): pipeline merge preview and merge endpoints
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 20:23:56 +03:30
Mahdi and Cursor
b4ffef9b6f
rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-06 20:51:50 +03:30
Mahdi
3de2d0fa67
Deals import: imported pipelines keep only Didar stages; remove unused default stages
2026-10-06 16:58:25 +03:30
Mahdi
2a2728e5ee
Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields
2026-10-06 16:36:04 +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 and Cursor
b8ad4037b6
Unify the web UI on shared controls and let pipeline columns be managed on the board.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-10 01:22:24 +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