Mahdi/CRM_Montzar
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125 Commits 3 Branches 2 Tags
ef600d149d8a4af622ade5fdcf79b332153a09f8
Commit Graph
61 Commits
Author SHA1 Message Date
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 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 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 42db5919e1 Modification of the STT structure timeout 2026-09-22 11:37:59 +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 f4cb41d96f Configure the AI assistant for more information. 2026-09-21 19:24:39 +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
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
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 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 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 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +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 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 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 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 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 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 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 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 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
MahdiandCursor 55d9b494e6 Use password login without OTP; keep OTP for signup and optional mobile login. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-05 01:37:15 +03:30