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
Mahdi
b3b92abae9
feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities
2026-10-11 14:12:36 +03:30
Mahdi and Cursor
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
Mahdi and Cursor
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
Mahdi and Cursor
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
Mahdi
3b128bd980
Selection of multiple officials and role sub-categories
2026-10-03 13:16:13 +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
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 and Cursor
36e47e8af3
Ask activity reminder channel: in-app notification and/or SMS.
...
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 02:04:39 +03:30
Mahdi and Cursor
f884c60cab
Add activity detail, Jalali pickers, and customer/user profiles.
...
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-02 21:29:00 +03:30
Mahdi and Cursor
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
Mahdi
