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
9325d879a5
docs: spec unified outbound SMS log in compose modal
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 21:16:08 +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
32c722f42a
docs: spec SMS campaign people/leads tabs and batch send
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 20:47:48 +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
27635c0752
docs: add prior-archive cutoff plan and ignore worktrees
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 16:07:59 +03:30
Mahdi and Cursor
03e1c01023
docs: specify date-cutoff prior archive and one-way promote
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Replace Didar-source classification with org cutoff date, deals/activities-only filter, and a promote tag that does not mutate record fields.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 15:29:37 +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
3a8a684aa4
docs: lock the prior-data archive design for a later start
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-14 20:44:30 +03:30
Mahdi and Cursor
91eb9be1d4
docs: add pipeline merge implementation plan
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 20:10:03 +03:30
Mahdi and Cursor
ffae63edbf
docs: add pipeline merge design spec
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-12 20:07:09 +03:30
Mahdi
4a9fe0b07c
Configuring access rights in the CRM Super Admin
2026-09-20 11:24:14 +03:30
Mahdi and Cursor
04d37a9d12
Add design spec for BillingAccount, per-org modules, and /adm polish.
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EOF
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-20 10:54:29 +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
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
MahdiandCursor