Mahdi and Cursor
9812e4e5ba
fix(crm): honor open data scopes and role assignees
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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
31f45a6a31
fix(acl): simplify data access UI to a single filter
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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
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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 and Cursor
61d17c5cea
fix: persist the prior-archive cutoff date when the owner changes it
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 16:31:19 +03:30
Mahdi and Cursor
5069647f79
Add prior archive team settings UI
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:20:28 +03:30
Mahdi and Cursor
6bc5e1bec7
feat: separate prior records behind an owner switch and count last-period questions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 10:48:30 +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
Mahdi and Cursor
8b37525f2f
Track person import source and previous names; add source report and edit UX.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-04 12:01:21 +03:30
Mahdi and Cursor
d133c8ca34
Add reservations module and rename teams visibility label to file-access level.
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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
MahdiandCursor