Mahdi/CRM_Montzar
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Author SHA1 Message Date
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 
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
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
Mahdi c1b38e1737 feat: filter Tahesab sync results to customers not yet imported 2026-10-20 11:07:58 +03:30
Mahdi be7ae0a1d8 fix: keep the SMS credit chip pastel green when the balance is healthy 2026-10-20 10:25:38 +03:30
Mahdi bbbedc6059 fix: polish SMS header chip and add deposit info in adm panel 
Tighten the wallet chip layout and let super-admins set charge deposit details shown in the header charge modal.
 2026-10-19 21:47:17 +03:30
Mahdi f5d68d83fc feat: add per-org SMS wallet with adm panel and header credit 
Bill all platform SMS (including OTP), allow negative balance with manual/auto cutoffs, and support own-panel bypass without wallet debit.
 2026-10-19 15:55:48 +03:30
Mahdi f15ebb72ea fix: let only the owner set logout time and move the attendance tab 2026-10-19 13:54:09 +03:30
Mahdi 8590579605 feat: log staff sign-in and sign-out and force logout at a set time 2026-10-19 13:34:55 +03:30
Mahdi 3863c5e7d1 fix: hide role permissions for modules disabled in super admin 2026-10-19 12:20:52 +03:30
Mahdi e6f9876177 fix: keep the customers menu visible when the owner views as another user 2026-10-19 11:56:05 +03:30
MahdiandCursor fddf22d7fe fix: open the card menu from the three-dot button 
Anchor the activity and deal menus to the button so they show beside the card.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 11:40:25 +03:30
MahdiandCursor ada9a1f21f fix: show activity board columns again 
Give the kanban the remaining page height so the columns are no longer collapsed.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 11:18:19 +03:30
MahdiandCursor 2f11105628 fix: keep customer profile tabs from overlapping on mobile 
Let the tab row scroll sideways so long labels stay readable.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-19 09:40:59 +03:30
MahdiandCursor 36eda8653e merge: bring Ant Design UI from dev into main 
Keep the design refresh together with DISC, the sales copilot, and treasury behavior.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:33:56 +03:30
MahdiandCursor 8fdd5147a5 feat(web): migrate finance treasury pages to Ant Design Vue 
Replace legacy Ui* chrome on treasury routes with Ant layout, and polish mobile incomes stats colors plus nav visibility.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:06:18 +03:30
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module 
Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 21:04:26 +03:30
MahdiandCursor 96befd3867 feat: add treasury audit, attachment download, and installment SMS 
Let cheque clearance pick a cash account and export income, expense, and installment lists to Excel.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:59:24 +03:30
MahdiandCursor b25b5b125a fix(web): resolve vue-tsc errors blocking push of Ant migration 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:48:16 +03:30
MahdiandCursor 4abab55a6b feat(web): migrate CRM screens to Ant Design Vue with central theme 
Adopt ant-design-vue and a shared antdTheme for leads, pipeline, invoices, and shared form controls under strict single-page governance.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:39:59 +03:30
MahdiandCursor 8981a552fc feat: gate treasury as an org module and group money inputs 
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 19:33:09 +03:30
MahdiandCursor ab538b8304 feat: add internal finance ledger for accounts, claims, and payroll 
Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 18:49:49 +03:30
MahdiandCursor 61d17c5cea fix: persist the prior-archive cutoff date when the owner changes it 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-18 16:31:19 +03:30
MahdiandCursor 23f8da2c65 feat: log outbound SMS and show history in compose modal 
Persist manual, campaign, and automation SMS; expose history APIs for people and leads.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 21:23:07 +03:30
MahdiandCursor 9325d879a5 docs: spec unified outbound SMS log in compose modal 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 21:16:08 +03:30
MahdiandCursor d62e004e90 feat: SMS campaigns for people or leads with filters and batching 
Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 20:54:32 +03:30
MahdiandCursor 32c722f42a docs: spec SMS campaign people/leads tabs and batch send 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 20:47:48 +03:30
MahdiandCursor f7b07f6b7a feat: owner read-only view-as from team users table 
Allow org owners to inspect any member's data scope via dual JWT; server blocks mutations and team page stays reachable for return.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:57:26 +03:30
MahdiandCursor 52c7306e78 fix(web): shorten prior-switch label to اطلاعات قبل 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:19:31 +03:30
MahdiandCursor 960e01938d fix(web): apply prior lens on user ProfileView timeline 
Filter my-desk activities and deals by archive cutoff so current work stays clean.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 19:12:48 +03:30
MahdiandCursor 3fb5f32ac3 fix: align activity badge and person profile with prior lens 
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
MahdiandCursor 0ce2533066 fix(api): load multer types for avatar upload typecheck 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 18:08:31 +03:30
MahdiandCursor bc68582fe2 Fix prior archive filter collisions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:49:51 +03:30
MahdiandCursor e86841fc60 feat(web): add prior archive promote actions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:28:57 +03:30
MahdiandCursor 5069647f79 Add prior archive team settings UI 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:20:28 +03:30
MahdiandCursor 008733d338 Add prior promotion endpoints 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:13:01 +03:30
Mahdi c5708ed59b chore: stop tracking local SDD scratch files 2026-10-17 17:03:23 +03:30
MahdiandCursor 65d66bb331 Implement prior archive cutoff API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:01:52 +03:30
MahdiandCursor 79ba146118 Wire prior archive cutoff through API 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:52:20 +03:30
MahdiandCursor 02841a5b8c refactor(api): cutoff-based prior-archive where helpers 
Replace didar/live-deal filters with createdAt cutoff and promotedFromPriorAt; add unit tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:33:32 +03:30
Mahdi a04743c6df feat: add prior-archive promote fields and shared cutoff DTOs 2026-10-17 16:27:29 +03:30
MahdiandCursor 27635c0752 docs: add prior-archive cutoff plan and ignore worktrees 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 16:07:59 +03:30
MahdiandCursor 03e1c01023 docs: specify date-cutoff prior archive and one-way promote 
Replace Didar-source classification with org cutoff date, deals/activities-only filter, and a promote tag that does not mutate record fields.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 15:29:37 +03:30