Mahdi/CRM_Montzar
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313 Commits 3 Branches 2 Tags
f5d68d83fc5d38ea15fbfd0eafd41798d4eae347
Commit Graph
75 Commits
Author SHA1 Message Date
Mahdi f5d68d83fc feat: add per-org SMS wallet with adm panel and header credit 
Bill all platform SMS (including OTP), allow negative balance with manual/auto cutoffs, and support own-panel bypass without wallet debit.
 2026-10-19 15:55:48 +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
MahdiandCursor 002f697dfe feat: add DISC profiles and a sales copilot as an org module 
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
MahdiandCursor 8981a552fc feat: gate treasury as an org module and group money inputs 
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
MahdiandCursor ab538b8304 feat: add internal finance ledger for accounts, claims, and payroll 
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
MahdiandCursor 23f8da2c65 feat: log outbound SMS and show history in compose modal 
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 a04743c6df feat: add prior-archive promote fields and shared cutoff DTOs 2026-10-17 16:27:29 +03:30
MahdiandCursor 6bc5e1bec7 feat: separate prior records behind an owner switch and count last-period questions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:48:30 +03:30
MahdiandCursor 2cc81bb596 feat: keep deletions restorable and confirm a pipeline's deals before it is removed 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 22:23:09 +03:30
MahdiandCursor cf326d1ed9 fix: keep birthdays and show Shamsi dates 
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 b3b92abae9 feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities 2026-10-11 14:12:36 +03:30
MahdiandCursor 60d797f184 feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI) 
- 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 e82bd2b2df Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks 2026-10-10 15:59:12 +03:30
MahdiandCursor 13668c4ba4 feat(activities): split customer column, wider search, custom activity types with type-specific fields 
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 12:29:23 +03:30
MahdiandCursor aa2f39256a feat(activities): editable stages with tab and kanban views 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 11:18:53 +03:30
MahdiandCursor b4ffef9b6f rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 20:51:50 +03:30
MahdiandCursor b3784818fc feat: routines module; super admin subscription badge, 7-day trial and lifetime plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-06 19:54:38 +03:30
Mahdi 2a2728e5ee Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields 2026-10-06 16:36:04 +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 bc01384551 Fix error sending reminder SMS 2026-10-06 13:49:03 +03:30
Mahdi f71f09c85d Align companies with the Didar export: new fields, Didar-format Excel import/export, and people linked to companies by Didar code 2026-10-06 12:25:20 +03:30
MahdiandCursor 46dcf296d3 Keep previous import source and code when a person is re-imported from another source 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:54:23 +03:30
MahdiandCursor 3296b1c209 Remove BOM from user table preferences migration 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 11:59:59 +03:30
MahdiandCursor 23c83ffbee Add per-user saved column visibility for tables 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 11:56:49 +03:30
MahdiandCursor 8b37525f2f Track person import source and previous names; add source report and edit UX. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 12:01:21 +03:30
Mahdi 3b128bd980 Selection of multiple officials and role sub-categories 2026-10-03 13:16:13 +03:30
Mahdi 1309da2281 Adding registration date and multiple addresses for contacts and leads. 2026-10-03 12:29:11 +03:30
Mahdi 5d5b3a3213 Implementing a link tracking and user click logging system.Implementing a link tracking and user click logging system. 2026-10-01 15:59:18 +03:30
Mahdi 75b83b7f1b Edit text and links, mute and unmute chat 2026-09-30 14:58:44 +03:30
Mahdi e1d456ad11 Adding the typing... indicator, loading older messages, and managing members/admins after creation. 2026-09-30 11:53:04 +03:30
Mahdi f71e78f3a7 Add mentions, pin messages and conversations, and search within chats 2026-09-30 10:40:29 +03:30
Mahdi 298b3316b4 Fixed message deletion error and layout changes for the message input box. 2026-09-30 09:19:36 +03:30
Mahdi 5bb8e68521 Fixing the issue with complete deletion from the database 2026-09-29 21:46:41 +03:30
MahdiandCursor a1655432fc Add internal org chat (phase 1) with DM, groups, and org settings. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-29 10:34:01 +03:30
Mahdi f20206b045 Connect public lead forms to CRM Leads on submit. 2026-09-28 13:39:44 +03:30
Mahdi 647503810d Add lead company logos and refine Leads stats cards. 
Leads can upload/change/remove a logo shown in the list; stats use fixed stage labels with accurate non-archived counts.
 2026-09-27 21:17:42 +03:30
MahdiandCursor c079295ff4 Add standalone Leads module for prospect outreach before customers. 
Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 17:05:11 +03:30
MahdiandCursor c5c903d4b4 Add automatic VoIP call summaries and sync progress checklist. 
When a PBX webhook includes recordingUrl or transcript, queue STT and AI to create a call_result note; mark API, bulk SMS, WooCommerce, and VoIP as done and defer online payments.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 15:06:41 +03:30
Mahdi c06c92b333 Add deal co-assignees and saved filters on people/pipeline lists. 
Deals keep a primary owner plus shared assignees with matching visibility; Contacts and Pipeline can save and reuse filter presets.
 2026-09-27 14:25:32 +03:30
Mahdi 00f8b91d78 Add personal/team note visibility and edit history. 
Notes can be marked personal or team, with revision snapshots and restore from the notes UI.
 2026-09-27 13:19:08 +03:30
MahdiandCursor d133c8ca34 Add reservations module and rename teams visibility label to file-access level. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-09-27 09:38:17 +03:30
Mahdi db65b55660 Add VoIP webhook connector for call logging, notifications, and optional click-to-call; align brand to Montact. 2026-09-27 08:47:11 +03:30
Mahdi 26085b54a9 Add WooCommerce integration: sync orders to invoices/people with webhook, cron, and settings UI. 2026-09-26 17:59:16 +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
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 99df327ded Adding two fields to the mesh form 2026-09-23 14:41:16 +03:30
Mahdi 17fb33b3e7 Adding a task generated from the account balance to products 2026-09-21 21:25:34 +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