Mahdi
7d9fc8447f
fix(reports): show Tahesab sales link only when connection exists
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Require both the tahesab org module and at least one enabled accounting connection.
2026-10-24 09:39:45 +03:30
Mahdi
ade43fea0f
feat(tahesab): sales report snapshot with org-module gate
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Sync linked asnad into CRM, filter by group/kind/metal, and require the tahesab superadmin module plus reports role access.
2026-10-22 18:20:46 +03:30
Mahdi and Cursor
b4ffef9b6f
rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-06 20:51:50 +03:30
Mahdi and Cursor
22980e5152
Add Didar-style conversion rate to sales reports.
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Show won-over-incoming deals for the selected period with time, user, and source breakdowns alongside the existing win-rate metric.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-27 15:36:34 +03:30
Mahdi
55a287563d
Add simple report builder with metrics, dimensions, and user/team filters.
2026-09-27 11:54:23 +03:30
Mahdi
a16c2f0a9b
Add saved report views with personal/org filters and in-org share links.
2026-09-27 11:11:33 +03:30
Mahdi
6a9e864b07
Add deeper reports: stage conversion, period compare, and deal drill-down.
2026-09-27 10:39:09 +03:30
Mahdi
6463275c3d
Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API.
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Ignore Graphify local artifacts and expose new modules in superadmin.
2026-09-26 14:59:48 +03:30
s.esmaeili
1ae87c97b7
feat(ui): standardize design system, modals, sidebar, and form inputs
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- Implement unified design system tokens, 10px radius, and IRANSans typography
- Modernize sidebar with Gemini-style collapsed expander, square 1:1 items, and elevated profile flyout
- Standardize all modal dialogs with 16px padding, fixed header/footer, 16px medium title, and sticky bottom actions
- Refactor DealFormView and CustomFieldsSection with standard UiField, UiInput, and UiSelect components
- Add draggable bottom-left QuickCreate floating action button
2026-09-12 01:33:07 +03:30
Mahdi and Cursor
535c428270
Align controls to 36/10 and make create modals full-screen on mobile.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-10 23:45:11 +03:30
Mahdi and Cursor
48d3469eea
Rebrand the product to Montact and point local UI at production API.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-07 11:49:54 +03:30
Mahdi and Cursor
7862b6f374
Redesign reports dashboard with full API-backed widgets.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 17:04:54 +03:30
Mahdi and Cursor
092767b6f2
Align older CRM pages with the Mento visual language.
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Restyle list, form, settings, and secondary modules to match contacts/activities patterns with teal chrome, soft panels, and mobile layouts — without changing already-redesigned screens.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 02:29:41 +03:30
Mahdi and Cursor
f884c60cab
Add activity detail, Jalali pickers, and customer/user profiles.
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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.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-29 21:06:30 +03:30
Mahdi
