Mahdi
7ae6a5837a
feat: enforce role section permissions and add a leads permission
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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 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
60d797f184
feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)
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- موتور رویدادمحور با شرط، محدودیت، تأیید مدیر و idempotency
- اتصال به لید، مشتری، معامله، فعالیت، روتین، پیش‌فاکتور، فاکتور و تیکت
- صفحه /club و /club/admin، اعلان زنده امتیاز، آیتم منو
- انتقال فرم‌ساز سرنخ به ابزارها
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-10 21:28:49 +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
45b0d46cfe
Adding SMS automation
2026-09-13 19:11:47 +03:30
Mahdi and Cursor
9beaed96e8
Let cheques be received or paid without an invoice, and remind staff three days before due date.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-11 11:34:49 +03:30
Mahdi and Cursor
9a991fc1f1
Add salesperson commissions on issued invoices and a cheque register.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-11 01:09:59 +03:30
Mahdi and Cursor
212d02f664
Add a small internal warehouse and party balances when Tahesab is off.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-10 22:24:16 +03:30
Mahdi and Cursor
f1aba1b386
Let automations fire on more CRM events and open the studio from the main nav.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-09 21:43:17 +03:30
Mahdi and Cursor
2ece79b3d6
Unify invoices and quotes UI with discount, tax, and credit notes.
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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
Mahdi and Cursor
29a040c21d
Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-29 21:06:30 +03:30
Mahdi
