Mahdi/CRM_Montzar
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
138 Commits 3 Branches 2 Tags
c079295ff4f2f97b55e1508cdb5e65fc2bce5793
Commit Graph
100 Commits
This Branch
This Branch
All Branches
Author SHA1 Message Date
MahdiandCursor c079295ff4 Add standalone Leads module for prospect outreach before customers. 
Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 17:05:11 +03:30
MahdiandCursor 22980e5152 Add Didar-style conversion rate to sales reports. 
Show won-over-incoming deals for the selected period with time, user, and source breakdowns alongside the existing win-rate metric.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 15:36:34 +03:30
MahdiandCursor c5c903d4b4 Add automatic VoIP call summaries and sync progress checklist. 
When a PBX webhook includes recordingUrl or transcript, queue STT and AI to create a call_result note; mark API, bulk SMS, WooCommerce, and VoIP as done and defer online payments.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 15:06:41 +03:30
Mahdi c06c92b333 Add deal co-assignees and saved filters on people/pipeline lists. 
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 00f8b91d78 Add personal/team note visibility and edit history. 
Notes can be marked personal or team, with revision snapshots and restore from the notes UI.
 2026-09-27 13:19:08 +03:30
Mahdi 55a287563d Add simple report builder with metrics, dimensions, and user/team filters. 2026-09-27 11:54:23 +03:30
Mahdi a16c2f0a9b Add saved report views with personal/org filters and in-org share links. 2026-09-27 11:11:33 +03:30
Mahdi 6a9e864b07 Add deeper reports: stage conversion, period compare, and deal drill-down. 2026-09-27 10:39:09 +03:30
MahdiandCursor d133c8ca34 Add reservations module and rename teams visibility label to file-access level. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 09:38:17 +03:30
Mahdi db65b55660 Add VoIP webhook connector for call logging, notifications, and optional click-to-call; align brand to Montact. 2026-09-27 08:47:11 +03:30
Mahdi 26085b54a9 Add WooCommerce integration: sync orders to invoices/people with webhook, cron, and settings UI. 2026-09-26 17:59:16 +03:30
Mahdi 1b160c8cd3 Add named teams and per-user data visibility (own/team/org) with settings UI and org module. 2026-09-26 17:15:09 +03:30
Mahdi 499d13d1df Fix SMS campaigns people list 400 by capping limit at 100 and searching via API. 2026-09-26 16:39:11 +03:30
Mahdi ef600d149d Add public API keys, outbound webhooks, and bulk SMS campaigns with settings UI and org modules. 2026-09-26 16:12:29 +03:30
Mahdi ccddd009e3 Edit Didar gap features: lost-reason report 2026-09-26 15:20:38 +03:30
Mahdi 6463275c3d Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API. 
Ignore Graphify local artifacts and expose new modules in superadmin.
 2026-09-26 14:59:48 +03:30
Mahdi 35a618d0af Edit a modal for the assistant 2026-09-23 17:30:30 +03:30
Mahdi 011b316b5b Creating a modal for the assistant 2026-09-23 17:18:04 +03:30
Mahdi b7e3d1e290 Create a project workflow by typing to generate approval cards. 2026-09-23 16:32:41 +03:30
Mahdi 7dc4344e0e Creating a project workflow using a voice assistant and converting it into an approval card. 2026-09-23 15:49:44 +03:30
Mahdi 99df327ded Adding two fields to the mesh form 2026-09-23 14:41:16 +03:30
Mahdi 230d7b3bf6 AI-powered speech-to-text transformation 2026-09-23 13:58:43 +03:30
Mahdi 58c3e25db6 Correcting the speech-to-text output 2026-09-22 12:24:53 +03:30
Mahdi 75a73559b5 Modification of the structure 2026-09-22 12:04:35 +03:30
Mahdi 41f0025883 Modification of the STT structure 2026-09-22 11:56:16 +03:30
Mahdi 42db5919e1 Modification of the STT structure timeout 2026-09-22 11:37:59 +03:30
Mahdi d53136d91c Restructuring the STT structure 2026-09-22 11:30:07 +03:30
Mahdi dac0454e69 Restructuring STT 2026-09-22 11:16:17 +03:30
Mahdi 4b335aa7ff Refining the speech-to-text conversion structure 2026-09-22 11:02:08 +03:30
Mahdi 17fb33b3e7 Adding a task generated from the account balance to products 2026-09-21 21:25:34 +03:30
Mahdi be97a067f9 Edit: Add from Android phone contacts 2026-09-21 20:51:06 +03:30
Mahdi 9249302eac Edit from phone contacts 2026-09-21 20:26:19 +03:30
Mahdi 5d9a572ff8 Edit: Add from phone contacts 2026-09-21 20:04:18 +03:30
Mahdi f4cb41d96f Configure the AI assistant for more information. 2026-09-21 19:24:39 +03:30
Mahdi 7a58b9d469 Adding contacts from the phone to the customer list 2026-09-21 18:27:37 +03:30
Mahdi 1adc217375 Edit dashboard appearance 2026-09-21 17:55:05 +03:30
Mahdi d7d82102af Edit the artificial intelligence of the Mentact assistant 2026-09-21 16:58:49 +03:30
Mahdi f5a4eb577b Editing permissions in the CRM Super Admin 2026-09-21 16:38:24 +03:30
MahdiandCursor ebf13cfde5 Fix web build by removing unused axios import. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-21 15:59:31 +03:30
Mahdi 0e580b19c3 Editing Super Admin permissions and visual changes 2026-09-20 12:07:05 +03:30
Mahdi 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
MahdiandCursor 04d37a9d12 Add design spec for BillingAccount, per-org modules, and /adm polish. 
EOF

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-20 10:54:29 +03:30
Mahdi 605e1d3340 Edit login suoerAdmin 2026-09-19 22:42:51 +03:30
Mahdi b016b4754f Creating a CRM Super Admin 2026-09-19 21:54:21 +03:30
Mahdi ff5ad21eb9 Edit form costumer 2026-09-19 16:23:11 +03:30
Mahdi 4776d1a3c3 Edit import excel 2026-09-19 15:30:31 +03:30
Mahdi 9c7dad3677 Edit login and registration details 2026-09-19 13:57:15 +03:30
MahdiandCursor a428c6f135 Fix modal body scroll so tall forms like new-person stay usable. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-19 11:10:16 +03:30
MahdiandCursor 3b643d7bb9 Lift mobile docks and FABs above the bottom tab bar. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-17 17:36:21 +03:30
MahdiandCursor dfd35c45ef Merge design_ui_v2 into design_ui so the new design system can be previewed without dropping later product work. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-17 16:46:00 +03:30
Mahdi 3907393560 Edit multi-environment and multi-user construction 2026-09-15 21:43:58 +03:30
Mahdi d3f97b9dc4 Multi-environment and multi-user construction 2026-09-15 21:37:58 +03:30
Mahdi e61fad95c6 Editing of the project's Kariz page 2026-09-15 19:13:30 +03:30
Mahdi 44f9849d0e Creating import&export excel 2026-09-15 17:33:05 +03:30
Mahdi 9ae176bec0 Creating & Edit profile 2026-09-15 14:10:52 +03:30
Mahdi 8dcf4ed5e9 Edit the operations column for automated SMS rules. 2026-09-15 11:05:29 +03:30
Mahdi 76acf8d1d3 Creating a mobile menu at the bottom of the app 2026-09-14 19:19:09 +03:30
Mahdi f176fde1eb Redesign of the SMS automation page 2026-09-14 16:49:43 +03:30
Mahdi 8925c77ae0 Edit SMS automation 2026-09-13 21:22:41 +03:30
Mahdi cc23e453de Edit UI SMS automation 2026-09-13 20:11:48 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
Mahdi bd63d2ab76 Added modal to menu 2026-09-11 17:37:24 +03:30
Mahdi 103e9b1c50 Drop unused sidebar active flags so the web type-check can pass. 2026-09-11 14:56:32 +03:30
Mahdi 50f67aedd1 Group the sidebar by sales, tools, and settings, and keep commissions under sales. 2026-09-11 14:47:01 +03:30
MahdiandCursor 0fc1364ba3 Pass numeric maxlength to cheque form inputs so the web build type-check can pass. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 12:40:38 +03:30
MahdiandCursor 9beaed96e8 Let cheques be received or paid without an invoice, and remind staff three days before due date. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 11:34:49 +03:30
MahdiandCursor 9a991fc1f1 Add salesperson commissions on issued invoices and a cheque register. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-11 01:09:59 +03:30
MahdiandCursor 535c428270 Align controls to 36/10 and make create modals full-screen on mobile. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 23:45:11 +03:30
MahdiandCursor 212d02f664 Add a small internal warehouse and party balances when Tahesab is off. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 22:24:16 +03:30
MahdiandCursor 55432ff979 Let ECharts infer dashboard tooltip types so vue-tsc accepts the build. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 02:42:55 +03:30
MahdiandCursor 601bc163b3 Fix dashboard chart types so the production web build can pass. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:29:14 +03:30
MahdiandCursor b8ad4037b6 Unify the web UI on shared controls and let pipeline columns be managed on the board. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-10 01:22:24 +03:30
MahdiandCursor f1aba1b386 Let automations fire on more CRM events and open the studio from the main nav. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 21:43:17 +03:30
MahdiandCursor 51684daa61 Let the sidebar collapse to an icon rail with a logo-and-profile cap. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 17:51:40 +03:30
MahdiandCursor 3ec87ff912 Give automations a visual chain with conditions and SMS, and match the pipeline board to the sales mockup. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-09 13:12:13 +03:30
MahdiandCursor 48d3469eea Rebrand the product to Montact and point local UI at production API. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-07 11:49:54 +03:30
MahdiandCursor 8357676e6c Show jalali clock columns on desktop and pastel debtor/creditor asset boxes. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 19:54:19 +03:30
MahdiandCursor 820c0780d8 Ship loyalty club and form builder so production pull gets the new screens. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 13:50:05 +03:30
MahdiandCursor 175f1fa440 Show three tiles and a plus on the quick-create FAB. 
Replace the 4-square grid so the global create button reads as add, not apps.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-06 10:11:37 +03:30
MahdiandCursor 361dbfc3e5 Make the quick-create FAB high-contrast while keeping the squircle shape. 
Use a solid teal gradient and white grid icon so it stays visible on light backgrounds.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 20:14:24 +03:30
MahdiandCursor 73d949d5d7 Differentiate the global quick-create FAB from page action buttons. 
Use a squircle white control with a grid icon so it no longer looks like the teal circular page FABs.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 20:09:28 +03:30
MahdiandCursor 495b529aaa Make note cards equal squares and open the editor as a centered modal. 
Unify desktop and mobile create/edit into one modal dialog with a consistent grid layout.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:59:47 +03:30
MahdiandCursor f43aa125ea Fix note color swatches outside teleported editor panel. 
Use hex palettes so Keep-style colors render when the create panel is portaled to body.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:41:39 +03:30
MahdiandCursor 4e3dbb4e00 Redesign notes list and editor to match Keep-style mockups. 
Add checklist, activity link, location, analyze flag, and audio attachments with a real API-backed masonry UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 19:13:01 +03:30
MahdiandCursor 32af147237 Redesign sales goals and forecast with typed targets and live progress. 
Match desktop/mobile mockups and compute current amounts, status, and KPIs from real CRM data.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 18:38:11 +03:30
MahdiandCursor 1c1b77e74a Lock canonical npm deploy steps for production. 
Prevent alternate package managers or ad-hoc deploy recipes in agent replies.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 18:04:12 +03:30
MahdiandCursor 2ece79b3d6 Unify invoices and quotes UI with discount, tax, and credit notes. 
Match list/form mockups on desktop and mobile, wire real APIs for billing fields, and merge proforma into the invoices section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 17:53:50 +03:30
MahdiandCursor 7862b6f374 Redesign reports dashboard with full API-backed widgets. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 17:04:54 +03:30
MahdiandCursor 55f360c13f Redesign products list and form to match catalog mockups. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 16:26:09 +03:30
MahdiandCursor 028362da44 Show dash instead of null string on Tahesab document cards. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:40:57 +03:30
MahdiandCursor 11fa4c5e23 Treat Tahesab 404 no-records as empty asnad list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:35:20 +03:30
MahdiandCursor 8f9a00f319 Fix asnad via root POST like Hamkar; show accounting code label. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:27:42 +03:30
MahdiandCursor 3ab102ddae Align DoListAsnad with Hamkar (4 args) and treat empty ERROR as []. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:18:37 +03:30
MahdiandCursor 1ac23e13c1 Improve person assets UI and fix Tahesab asnad date/list. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 11:08:46 +03:30
MahdiandCursor 43526cb980 Fix Tahesab empty-range 502 by using a single ByCode call. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:41:12 +03:30
MahdiandCursor 38f4b75a78 Allow empty Tahesab code range to list and import all customers. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 10:30:54 +03:30
MahdiandCursor 3277561e55 Clarify Tahesab self-signed TLS fix with one-click enable. 
Health already failed on certificate; search/import need allowInsecureTls on the connection.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 09:52:27 +03:30
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 a88bd83c9b Generate RTL Word exports for all main Persian product docs. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 02:53:41 +03:30