Commit Graph
18 Commits
Author SHA1 Message Date
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 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
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 e6aa4c64f0 feat: group activities into boards with their own stages, like sales pipelines
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
MahdiandCursor 3fb5f32ac3 fix: align activity badge and person profile with prior lens
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
MahdiandCursor 008733d338 Add prior promotion endpoints
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-17 17:13:01 +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 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 cbfe470f33 Import large activity Excel in the browser via JSON chunks to avoid 502.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-03 18:28:47 +03:30
MahdiandCursor ac57b8ac33 Parse large Excel imports asynchronously to avoid gateway 502 timeouts.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-03 18:14:17 +03:30
MahdiandCursor d3fb92a5e2 Split large activity Excel prepare from chunk import and clarify errors.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-03 17:58:41 +03:30
Mahdi 2e315c9cfd Fixing the error when importing a large Excel file 2026-10-03 15:01:01 +03:30
Mahdi 989c03b381 Filtering tasks and assigning a person in charge during Excel import 2026-10-03 12:00:46 +03:30
Mahdi 32e27d45f7 Add desk-style task workflow on Activities and Project boards.
Managers can switch my desk vs team, reassign activities, and filter project cards to their work; assignees can see and move cards.
2026-09-28 12:28:14 +03:30
Mahdi 4776d1a3c3 Edit import excel 2026-09-19 15:30:31 +03:30
Mahdi 44f9849d0e Creating import&export excel 2026-09-15 17:33:05 +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