Mahdi/CRM_Montzar
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396 Commits 3 Branches 2 Tags
cb3a488b21c06081bdae2a6e38c097d87de76777
Commit Graph
34 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 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 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
Mahdi 65cf4e9a66 feat(auth): allow owner to force OTP-only login per user 
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 31f45a6a31 fix(acl): simplify data access UI to a single filter 
Drop multi-rule OR/AND editing; one all-or-filter form per section with clear hints.
 2026-10-22 13:13:59 +03:30
Mahdi 09a60b3b5a feat(acl): deep data access by section for roles and users 
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 ce27df20ca feat: compact logout-time cell and optional login block after logout time 
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 
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 bb8fd489de fix: let owners and admins change a user's role from the edit-user modal 2026-10-20 12:50:32 +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 3863c5e7d1 fix: hide role permissions for modules disabled in super admin 2026-10-19 12:20:52 +03:30
MahdiandCursor f7b07f6b7a feat: owner read-only view-as from team users table 
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
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 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
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
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 75ff2c36c4 Allow editing org team member name, mobile, and password from settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:31:07 +03:30
Mahdi f8313c0ea5 Fixed error regarding the selection of multiple assignees and role sub-categories. 2026-10-03 13:27:16 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +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 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 4b335aa7ff Refining the speech-to-text conversion structure 2026-09-22 11:02:08 +03:30
Mahdi 1adc217375 Edit dashboard appearance 2026-09-21 17:55:05 +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
Mahdi d3f97b9dc4 Multi-environment and multi-user construction 2026-09-15 21:37:58 +03:30
Mahdi 44f9849d0e Creating import&export excel 2026-09-15 17:33:05 +03:30
Mahdi 76acf8d1d3 Creating a mobile menu at the bottom of the app 2026-09-14 19:19:09 +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 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 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 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 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