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
Mahdi
e6f9876177
fix: keep the customers menu visible when the owner views as another user
2026-10-19 11:56:05 +03:30
Mahdi and Cursor
fddf22d7fe
fix: open the card menu from the three-dot button
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Anchor the activity and deal menus to the button so they show beside the card.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-19 11:40:25 +03:30
Mahdi and Cursor
ada9a1f21f
fix: show activity board columns again
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Give the kanban the remaining page height so the columns are no longer collapsed.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-19 11:18:19 +03:30
Mahdi and Cursor
2f11105628
fix: keep customer profile tabs from overlapping on mobile
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Let the tab row scroll sideways so long labels stay readable.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-19 09:40:59 +03:30
Mahdi and Cursor
36eda8653e
merge: bring Ant Design UI from dev into main
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Keep the design refresh together with DISC, the sales copilot, and treasury behavior.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 21:33:56 +03:30
Mahdi and Cursor
8fdd5147a5
feat(web): migrate finance treasury pages to Ant Design Vue
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Replace legacy Ui* chrome on treasury routes with Ant layout, and polish mobile incomes stats colors plus nav visibility.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 21:06:18 +03:30
Mahdi and Cursor
002f697dfe
feat: add DISC profiles and a sales copilot as an org module
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Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 21:04:26 +03:30
Mahdi and Cursor
96befd3867
feat: add treasury audit, attachment download, and installment SMS
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Let cheque clearance pick a cash account and export income, expense, and installment lists to Excel.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:59:24 +03:30
Mahdi and Cursor
b25b5b125a
fix(web): resolve vue-tsc errors blocking push of Ant migration
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:48:16 +03:30
Mahdi and Cursor
4abab55a6b
feat(web): migrate CRM screens to Ant Design Vue with central theme
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Adopt ant-design-vue and a shared antdTheme for leads, pipeline, invoices, and shared form controls under strict single-page governance.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:39:59 +03:30
Mahdi and Cursor
8981a552fc
feat: gate treasury as an org module and group money inputs
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Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 19:33:09 +03:30
Mahdi and Cursor
ab538b8304
feat: add internal finance ledger for accounts, claims, and payroll
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Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 18:49:49 +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
23f8da2c65
feat: log outbound SMS and show history in compose modal
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Persist manual, campaign, and automation SMS; expose history APIs for people and leads.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 21:23:07 +03:30
Mahdi and Cursor
d62e004e90
feat: SMS campaigns for people or leads with filters and batching
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Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 20:54:32 +03:30
Mahdi and Cursor
f7b07f6b7a
feat: owner read-only view-as from team users table
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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
Mahdi and Cursor
52c7306e78
fix(web): shorten prior-switch label to اطلاعات قبل
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 19:19:31 +03:30
Mahdi and Cursor
960e01938d
fix(web): apply prior lens on user ProfileView timeline
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Filter my-desk activities and deals by archive cutoff so current work stays clean.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 19:12:48 +03:30
Mahdi and Cursor
3fb5f32ac3
fix: align activity badge and person profile with prior lens
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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
Mahdi and Cursor
0ce2533066
fix(api): load multer types for avatar upload typecheck
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 18:08:31 +03:30
Mahdi and Cursor
bc68582fe2
Fix prior archive filter collisions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:49:51 +03:30
Mahdi and Cursor
e86841fc60
feat(web): add prior archive promote actions
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:28:57 +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
008733d338
Add prior promotion endpoints
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:13:01 +03:30
Mahdi and Cursor
65d66bb331
Implement prior archive cutoff API
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 17:01:52 +03:30
Mahdi and Cursor
79ba146118
Wire prior archive cutoff through API
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 16:52:20 +03:30
Mahdi and Cursor
02841a5b8c
refactor(api): cutoff-based prior-archive where helpers
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Replace didar/live-deal filters with createdAt cutoff and promotedFromPriorAt; add unit tests.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 16:33:32 +03:30
Mahdi
a04743c6df
feat: add prior-archive promote fields and shared cutoff DTOs
2026-10-17 16:27:29 +03:30
Mahdi and Cursor
177e5cc31b
fix: keep list menus on screen and clip long activity subtitles
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 13:26:11 +03:30
Mahdi and Cursor
2c7c943802
feat: allow bulk select and delete on activities and deal list
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 12:47:07 +03:30
Mahdi and Cursor
9611803567
feat: serve the same CRM on crm.montact.ir as an alias
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 23:24:50 +03:30
Mahdi and Cursor
a494b5308e
fix: make the user activity log readable and show Montact
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 14:18:56 +03:30
Mahdi and Cursor
582733e2ea
fix: hide unlinked old activities from current work
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Imported follow-ups with no person, company, or deal stayed on the board because only linked prior records were archived.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 13:02:01 +03:30
Mahdi and Cursor
6bff9d2888
fix: keep imported follow-ups out of current work
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They stayed on the board when a non-prior deal was attached, even though the person was prior.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-15 12:34:40 +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 and Cursor
831c682eb3
feat: show the full work history and load every lead stage on the board
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-14 19:47:32 +03:30
Mahdi and Cursor
2cc81bb596
feat: keep deletions restorable and confirm a pipeline's deals before it is removed
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 22:23:09 +03:30
Mahdi and Cursor
c04582072d
fix: drop the unused button import that blocked the type check
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 21:08:14 +03:30
Mahdi and Cursor
42f0573a5f
feat: send one SMS from a person or lead and keep the dashboard inside the phone frame
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 21:05:17 +03:30
Mahdi and Cursor
13ee70764b
feat: show this month's birthdays and send a greeting SMS
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Each owner sees their customers born this Jalali month and can text a custom greeting.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 19:55:11 +03:30
Mahdi and Cursor
cf326d1ed9
fix: keep birthdays and show Shamsi dates
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Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 18:04:53 +03:30
Mahdi and Cursor
5f4cc47c41
fix: share the dashboard assistant and count leads from data
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The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 14:45:29 +03:30
Mahdi and Cursor
0e420a443f
fix: keep deal edits and right-align club leaderboard
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Empty product lists were wiping the manual amount on update, and follow-ups were only created for new deals. Leaderboard rows were laid out left-to-right on an RTL page.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 11:38:59 +03:30
Mahdi and Cursor
6b4bd0b03e
fix(web): drop unused merge wizard props after preview load fix
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 22:02:56 +03:30
Mahdi and Cursor
910c7f51b0
fix(web): load pipeline merge preview when wizard opens
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 21:59:46 +03:30
Mahdi and Cursor
609ce3d006
rename pipeline settings hub card to تنظیمات مسیر فروش
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 21:46:04 +03:30
Mahdi and Cursor
9bed6cac03
fix(api): guard unmoved deals before pipeline merge delete
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 21:32:21 +03:30
Mahdi
