Mahdi/CRM_Montzar
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396 Commits 3 Branches 2 Tags
cb3a488b21c06081bdae2a6e38c097d87de76777
Commit Graph
334 Commits
Author SHA1 Message Date
MahdiandCursor cb3a488b21 feat(web): continue Ant settings migration and tighten page chrome 
Migrate remaining settings screens to Ant Design Vue, densify teams/roles UI, drop page-header subtitles project-wide, and polish notes cards plus contacts row actions.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-04 10:05:28 +03:30
MahdiandCursor b11affbdfd fix(web): load IRANSans outside the Tailwind pipeline 
Tailwind rewrites url() values that contain parentheses, so the FaNum font files never resolve.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 18:32:30 +03:30
Mahdi 7aaa15fad2 merge: bring latest origin/main into dev (keep local UI) 
Resolved UI conflicts in favor of local Ant Design screens; kept non-UI changes from main.
 2026-11-03 16:55:42 +03:30
Mahdi 39c62834e7 fix: resolve Ant switch and unused board menu type errors blocking push 2026-11-03 16:53:49 +03:30
Mahdi 26792f9a37 feat: migrate CRM screens to Ant Design Vue and expand home dashboard 
Preserve the local Ant UI work across views/components and add the new home dashboard chart panels before merging latest main.
 2026-11-03 16:51:51 +03:30
MahdiandCursor c337b0b4c7 fix(leads): keep a future follow-up as an activity on the lead 
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 16:19:32 +03:30
MahdiandCursor 534dae45b2 feat(roles): let each section decide who may assign work to others 
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 13:15:21 +03:30
MahdiandCursor 79733e6c96 feat(tahesab): sync filtered customers and pick Jalali periods 
Document refresh can follow the selected group or person instead of every linked customer, and the sales report picks a named month or season.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-03 10:09:40 +03:30
MahdiandCursor 1b10ee30df fix(web): keep the sidebar org name inside the footer 
Long organization names wrap beside the logout button instead of spilling out of the sidebar card.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 19:43:47 +03:30
MahdiandCursor c273dd6c58 feat(adm): split chat and billing settings and add a master login 
Super admin can filter dashboard counts, edit or delete admins, and sign into a user's CRM account with one shared password.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 19:13:57 +03:30
MahdiandCursor acb5d51f24 feat(billing): cap active users on an owner subscription 
Super admin can set a seat limit of 3, 10, 20, or a negotiated number so an owner cannot add users past that cap.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 18:33:51 +03:30
MahdiandCursor 06977d27ed feat(activities): attach voice and files on activity notes 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 16:34:03 +03:30
MahdiandCursor 28938e8f77 feat(billing): cap each owner's stored file volume 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 15:44:36 +03:30
MahdiandCursor e6e90aabf3 feat(activities): step through the same desk list from a detail 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 14:30:17 +03:30
MahdiandCursor a0936bf19f feat(web): assign an activity to a whole team 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-02 10:50:08 +03:30
MahdiandCursor 18a7cd3b5a fix(web): rename the activities nav item 
The sidebar says فعالیت‌ها, and the phone tab stays فعالیت so the five-item bar still fits.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-01 22:45:34 +03:30
MahdiandCursor 4af248b06a feat(activities): filter the desk from each column 
Assignees are searched instead of listed in full, and start time only filters whether a time is set.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-01 21:20:42 +03:30
MahdiandCursor d5dd13863a feat(web): add next Saturday and next week to postpone 
Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-01 21:20:15 +03:30
MahdiandCursor 81edf61065 feat(notes): let organizations edit the note category bar 
The filter chips were fixed labels. Owners can rename, hide, reorder, and add categories.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-01 16:34:34 +03:30
MahdiandCursor 8e1e94a439 feat(notes): let organizations define their own note fields 
The note form was fixed. Owners can add fields and each note keeps those values.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-11-01 15:38:05 +03:30
MahdiandCursor 8d01bce0c2 fix(web): keep the activity desk usable on a phone 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-31 15:05:05 +03:30
MahdiandCursor 8b2777be4e fix(web): pack the activity desk header so the columns stay visible 
The toolbar keeps every control, just on two shorter rows.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-31 13:57:01 +03:30
MahdiandCursor d7b5085096 feat(leads): keep gender on leads and form submissions 
A lead can carry the same honorific as a person, and a form that asks gender writes it onto the lead.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-31 12:49:42 +03:30
MahdiandCursor cbc2e4ee8a fix(web): keep the Jalali picker above Ant modals 
The date and time panel was opening behind the new-task dialog because its layer sat under the modal.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-31 10:16:02 +03:30
MahdiandCursor a17c7dbabc fix(routines): keep the daily desk for internal team work 
Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-29 20:53:26 +03:30
MahdiandCursor 99d686fefb fix(leads): give a new form lead the same owner as its first call 
When a form has no round-robin assignees, the lead now follows the person the automation assigns to the first call.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-29 19:30:13 +03:30
MahdiandCursor b9bb2ff9fa feat(contacts): keep Tahesab honorifics with person gender 
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
MahdiandCursor 0d5e1034e5 feat(leads): edit lead-board columns from the board 
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
MahdiandCursor 6f42440b3b fix(activities): return to the same group after opening a card 
The back link dropped the board from the address, so the desk reopened on the default group.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-29 09:22:23 +03:30
MahdiandCursor 63a1803adc feat(activities): let a group show and limit its members 
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
MahdiandCursor 2cc2d358e4 fix(web): make kanban column titles readable 
Widen board columns and keep counts inside the add button so stage and card titles have room.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-28 17:24:58 +03:30
MahdiandCursor f15c5b9141 feat(activities): add photos when registering a follow-up comment 
A later comment can attach photos with the same compressor, and they stay on the activity note.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-27 21:52:37 +03:30
MahdiandCursor 1d3588a69d feat(activities): attach compressed photos to activity notes 
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
MahdiandCursor 9812e4e5ba fix(crm): honor open data scopes and role assignees 
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
MahdiandCursor 8ae6a928f4 fix(web): type the customer group parent picker 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-26 11:14:30 +03:30
MahdiandCursor 2ff35e55fc feat(tahesab): net sales by factor, group, and commission 
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 15f89aec04 Readjusting the dashboard header height 2026-10-25 20:53:06 +03:30
Mahdi bebd1be29b Adjusting the lead note and dashboard header height 2026-10-25 20:21:33 +03:30
MahdiandCursor 0daaef0b39 fix(web): calm hero flash, lead detail, and scope sources 
Keep the dashboard backdrop out of flow on first paint, clamp long lead notes, scroll the quick-actions rail, return to the lead board, and only list import sources that exist in this environment.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-25 19:22:30 +03:30
MahdiandCursor 91637cb3a6 fix(web): search and multi-select data scope filters 
Long group and source lists overflowed the team settings panel.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-25 10:48:15 +03:30
Mahdi 546a7a7e46 fix(web): keep jalali day cells inside calendar panel 2026-10-25 10:05:16 +03:30
Mahdi 48815852fc fix(crm): mesghal by metal, jalali fit, scoped group filters 2026-10-24 22:25:27 +03:30
Mahdi f8128ebe3a fix(tahesab): rename invoice timestamp label to زمان چاپ 2026-10-24 21:54:55 +03:30
MahdiandCursor 6ec7a1a942 fix(tahesab): label invoice timestamp as print date 
Rename تاریخ ایجاد to تاریخ چاپ on the asnad invoice preview and PDF.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-24 21:51:32 +03:30
MahdiandCursor 2d690b4c04 feat(tahesab): polish asnad invoice PDF and prior balance 
Compute حساب قبل from asnad before this doc date/number, add in-app preview layout, and leave a blank mesghal line for handwriting after print.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-24 21:47:46 +03:30
Mahdi 1ba352f127 fix(tahesab): open invoice PDF window synchronously on click 
Awaiting settings before window.open left a blank tab; open about:blank on click then fill via blob URL.
 2026-10-24 14:09:46 +03:30
Mahdi f50246dc46 feat(tahesab): PDF invoice export for asnad cards 
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 7d9fc8447f fix(reports): show Tahesab sales link only when connection exists 
Require both the tahesab org module and at least one enabled accounting connection.
 2026-10-24 09:39:45 +03:30
Mahdi 5be0bc6f5e fix(tahesab): register Ant components on sales report page 
Without explicit imports the a-button tags rendered as raw custom elements with no styles or click behavior.
 2026-10-22 20:35:21 +03:30
Mahdi 2ca2650b69 fix(tahesab): make sales report apply and sync actions fire 
Bypass Ant form required validation that blocked the apply button, and surface API errors with toasts.
 2026-10-22 20:04:59 +03:30