Mahdi/CRM_Montzar
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325 Commits 3 Branches 2 Tags
b731fe43aa98c622a1eda232c876aa51962159f3
Commit Graph
226 Commits
Author SHA1 Message Date
MahdiandCursor b42d39d756 Fix Tahesab ByCode list body key causing 502 on range search. 
Use Dolistmoshtari as documented and surface upstream error text in the UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:42:08 +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 092767b6f2 Align older CRM pages with the Mento visual language. 
Restyle list, form, settings, and secondary modules to match contacts/activities patterns with teal chrome, soft panels, and mobile layouts — without changing already-redesigned screens.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:29:41 +03:30
MahdiandCursor 20a9ac0d34 Add thousand separators to all CRM price and amount inputs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:13:39 +03:30
MahdiandCursor 36e47e8af3 Ask activity reminder channel: in-app notification and/or SMS. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:04:39 +03:30
MahdiandCursor 32dfb01b4d Fix contacts page overlapping and squeeze on mobile layouts. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:49:19 +03:30
MahdiandCursor 66dfef5d53 Make notes page layout work cleanly on small screens. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:45:53 +03:30
MahdiandCursor 55d9b494e6 Use password login without OTP; keep OTP for signup and optional mobile login. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:37:15 +03:30
MahdiandCursor 78511a7d53 Prefer SMS for auth OTP when email mailer is not configured. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:22:55 +03:30
MahdiandCursor c620d1d6d4 Redesign login/register with Mento branding and email/mobile OTP. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:47:33 +03:30
MahdiandCursor aa3fe49ce6 Redesign sales pipeline UI and reconnect it to live board APIs. 
Keep the employer kanban layout while loading pipelines/deals from the server, persisting drag-and-drop moves, and seeding a Waiting pipeline with demo deals.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 00:18:39 +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
MahdiandCursor d2f66d11fc Ask for organization business field at signup, including jewelry. 
Store Didar-style industry on the org so registration, settings, and Ask Mento share the same catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 16:45:59 +03:30
MahdiandCursor e91f06eb70 Remove unused deal delete helper that failed the production Vue build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:27:14 +03:30
MahdiandCursor 7757c0837d Add Ask Mento, customer mood, and Pipecat speech-to-text. 
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-03 14:20:55 +03:30
MahdiandCursor 0dd2966f3c Close unclosed CSS block that broke the production Vue build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:40:58 +03:30
MahdiandCursor 651e35fd1b Fix Vue production build type errors in activity form and date picker. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:37:58 +03:30
MahdiandCursor f884c60cab Add activity detail, Jalali pickers, and customer/user profiles. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 21:29:00 +03:30
MahdiandCursor 574feedfa5 Polish dashboard UI to match Mento mockup with IRANSans and brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-02 16:06:17 +03:30
MahdiandCursor 57fa6c8d12 Componentize dashboard middle section and add Mento brand assets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 16:05:29 +03:30
MahdiandCursor da6c494fcb Match dashboard header and shell layout to the Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:39:18 +03:30
MahdiandCursor 523e641d8f Redesign home dashboard and app shell to match Mento mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 15:21:54 +03:30
MahdiandCursor d152d1c19f Add Smart Notes AI analysis and Mento Memory with user approval. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-01 14:29:34 +03:30
MahdiandCursor c2bfa7749d Add project board, loyalty club, and if/then automations. 
Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 09:42:07 +03:30
MahdiandCursor 8de988a359 Fix calendar activity person label to use fullName. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-30 08:26:30 +03:30
MahdiandCursor 29a040c21d Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-08-29 21:06:30 +03:30