Mahdi/CRM_Montzar
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319 Commits 3 Branches 2 Tags
bb8fd489deb4718de05d1986deb2587d53095c49
Commit Graph
132 Commits
Author SHA1 Message Date
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
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 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 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 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 177e5cc31b fix: keep list menus on screen and clip long activity subtitles 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 13:26:11 +03:30
MahdiandCursor 2c7c943802 feat: allow bulk select and delete on activities and deal list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 12:47:07 +03:30
MahdiandCursor 6bc5e1bec7 feat: separate prior records behind an owner switch and count last-period questions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:48:30 +03:30
MahdiandCursor c04582072d fix: drop the unused button import that blocked the type check 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:08:14 +03:30
MahdiandCursor 42f0573a5f feat: send one SMS from a person or lead and keep the dashboard inside the phone frame 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 21:05:17 +03:30
MahdiandCursor 13ee70764b feat: show this month's birthdays and send a greeting SMS 
Each owner sees their customers born this Jalali month and can text a custom greeting.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 19:55:11 +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 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:45:29 +03:30
MahdiandCursor 0e420a443f fix: keep deal edits and right-align club leaderboard 
Empty product lists were wiping the manual amount on update, and follow-ups were only created for new deals. Leaderboard rows were laid out left-to-right on an RTL page.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:38:59 +03:30
MahdiandCursor 6b4bd0b03e fix(web): drop unused merge wizard props after preview load fix 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 22:02:56 +03:30
MahdiandCursor 910c7f51b0 fix(web): load pipeline merge preview when wizard opens 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:59:46 +03:30
MahdiandCursor fd6e79c15d feat(web): pipeline merge wizard 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:55:14 +03:30
Mahdi faac26d07d club home redesign; deal multi-select delete; anchored card menus 2026-10-12 17:59:07 +03:30
Mahdi a2b01f787e club home redesign; deal card menu anchored to button + delete 2026-10-12 14:54:32 +03:30
Mahdi 8af78047d9 club home redesign; deal card menu: delete with confirmation 2026-10-12 12:39:52 +03:30
Mahdi b43ed68e82 feat(automations): multi-option form-field conditions (all / any / none / exact) 2026-10-11 17:26:17 +03:30
Mahdi f4398cdb3e fix(web): mobile automation canvas/inspector, compact activity row, timestamped comments 2026-10-11 16:48:37 +03:30
Mahdi 17638786a8 feat(automations): parallel branch canvas, simple/advanced level per org, rules list UX 2026-10-11 14:48:12 +03:30
Mahdi b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 21:28:49 +03:30
Mahdi e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +03:30
MahdiandCursor fa3fe0d364 Web: fix mobile overflow on activities, activity form, assets panel, routines, team/audit/API settings 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-10 11:58:45 +03:30
MahdiandCursor e6755d0c2e Tahesab: show raw data from Tahesab, invoice-style document view with metal labels 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-08 13:49:54 +03:30
MahdiandCursor 2f3646d085 feat(ui): modals close only via Esc/X/cancel; standard 3:1 form cover processing 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 15:23:14 +03:30
MahdiandCursor 13668c4ba4 feat(activities): split customer column, wider search, custom activity types with type-specific fields 
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 12:29:23 +03:30
MahdiandCursor aa2f39256a feat(activities): editable stages with tab and kanban views 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 11:18:53 +03:30
MahdiandCursor b4ffef9b6f rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 20:51:50 +03:30
MahdiandCursor b3784818fc feat: routines module; super admin subscription badge, 7-day trial and lifetime plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 19:54:38 +03:30
Mahdi e08f1452ef Unified search algorithm across all lists; per-section record visibility (contacts, deals, activities, leads, finance, tickets, notes, projects) 2026-10-06 15:04:46 +03:30
Mahdi 43717392b2 Profile picture display has been standardized across the board. 2026-10-06 14:23:59 +03:30
MahdiandCursor 48de552f36 Add row selection, bulk delete, row numbers and page size picker to tables; redesign person profile header 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:00:21 +03:30
MahdiandCursor df8fac187e Improve assignee and person pickers with search, chips and inline person creation 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 17:49:17 +03:30
MahdiandCursor 23c83ffbee Add per-user saved column visibility for tables 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 11:56:49 +03:30
MahdiandCursor 39e2eb24a6 Keep desktop modals open on outside click and allow larger group member lists. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:12:05 +03:30