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
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
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
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
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
48815852fc
fix(crm): mesghal by metal, jalali fit, scoped group filters
2026-10-24 22:25:27 +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
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
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
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
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
29398a445b
fix: validate activity, deal and lead assignees by active membership in the current environment
2026-10-20 14:47:08 +03:30
Mahdi
86e9ee6c2c
fix: treat Tahesab no-records as an empty customer list instead of a 502
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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
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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
f5d68d83fc
feat: add per-org SMS wallet with adm panel and header credit
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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 and Cursor
002f697dfe
feat: add DISC profiles and a sales copilot as an org module
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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
Mahdi and Cursor
96befd3867
feat: add treasury audit, attachment download, and installment SMS
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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
Mahdi and Cursor
8981a552fc
feat: gate treasury as an org module and group money inputs
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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
Mahdi and Cursor
ab538b8304
feat: add internal finance ledger for accounts, claims, and payroll
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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
Mahdi and Cursor
61d17c5cea
fix: persist the prior-archive cutoff date when the owner changes it
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 16:31:19 +03:30
Mahdi and Cursor
23f8da2c65
feat: log outbound SMS and show history in compose modal
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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
Mahdi and Cursor
d62e004e90
feat: SMS campaigns for people or leads with filters and batching
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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
Mahdi and Cursor
f7b07f6b7a
feat: owner read-only view-as from team users table
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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
Mahdi and Cursor
3fb5f32ac3
fix: align activity badge and person profile with prior lens
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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
Mahdi and Cursor
0ce2533066
fix(api): load multer types for avatar upload typecheck
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 18:08:31 +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
008733d338
Add prior promotion endpoints
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:13:01 +03:30
Mahdi and Cursor
65d66bb331
Implement prior archive cutoff API
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:01:52 +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
02841a5b8c
refactor(api): cutoff-based prior-archive where helpers
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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
Mahdi and Cursor
9611803567
feat: serve the same CRM on crm.montact.ir as an alias
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 23:24:50 +03:30
Mahdi and Cursor
582733e2ea
fix: hide unlinked old activities from current work
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Imported follow-ups with no person, company, or deal stayed on the board because only linked prior records were archived.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 13:02:01 +03:30
Mahdi and Cursor
6bff9d2888
fix: keep imported follow-ups out of current work
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They stayed on the board when a non-prior deal was attached, even though the person was prior.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 12:34:40 +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
831c682eb3
feat: show the full work history and load every lead stage on the board
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-14 19:47:32 +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
42f0573a5f
feat: send one SMS from a person or lead and keep the dashboard inside the phone frame
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 21:05:17 +03:30
MahdiandCursor