Mahdi/CRM_Montzar
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349 Commits 3 Branches 2 Tags
f8128ebe3afebabe3d9eb2454acffa6ee1d2a304
Commit Graph
93 Commits
Author SHA1 Message Date
Mahdi f8128ebe3a fix(tahesab): rename invoice timestamp label to زمان چاپ 2026-10-24 21:54:55 +03:30
MahdiandCursor 6ec7a1a942 fix(tahesab): label invoice timestamp as print date 
Rename تاریخ ایجاد to تاریخ چاپ on the asnad invoice preview and PDF.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-24 21:51:32 +03:30
MahdiandCursor 2d690b4c04 feat(tahesab): polish asnad invoice PDF and prior balance 
Compute حساب قبل from asnad before this doc date/number, add in-app preview layout, and leave a blank mesghal line for handwriting after print.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-24 21:47:46 +03:30
Mahdi 1ba352f127 fix(tahesab): open invoice PDF window synchronously on click 
Awaiting settings before window.open left a blank tab; open about:blank on click then fill via blob URL.
 2026-10-24 14:09:46 +03:30
Mahdi f50246dc46 feat(tahesab): PDF invoice export for asnad cards 
Add per-document PDF print from account details, plus org invoice settings for logo and texts separate from CRM invoices.
 2026-10-24 12:34:02 +03:30
Mahdi 80fb5bf1bb feat(lead-forms): real file upload under 200KB and Jalali date 
Public form file fields compress images or reject oversized files; dates use the full Jalali picker.
 2026-10-22 14:28:42 +03:30
Mahdi 29d99cbded feat: customer groups for people and companies with tahesab group sync and bulk register 
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
 2026-10-21 17:16:31 +03:30
Mahdi 7ae6a5837a feat: enforce role section permissions and add a leads permission 
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 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 e86841fc60 feat(web): add prior archive promote actions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 17:28:57 +03:30
MahdiandCursor 177e5cc31b fix: keep list menus on screen and clip long activity subtitles 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 13:26:11 +03:30
MahdiandCursor 2c7c943802 feat: allow bulk select and delete on activities and deal list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 12:47:07 +03:30
MahdiandCursor 831c682eb3 feat: show the full work history and load every lead stage on the board 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 19:47:32 +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
MahdiandCursor 5f4cc47c41 fix: share the dashboard assistant and count leads from data 
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
MahdiandCursor 609ce3d006 rename pipeline settings hub card to تنظیمات مسیر فروش 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 21:46:04 +03:30
MahdiandCursor 9b42fec0a8 feat(web): pipeline settings page and nav entry 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 20:33:29 +03:30
Mahdi faac26d07d club home redesign; deal multi-select delete; anchored card menus 2026-10-12 17:59:07 +03:30
Mahdi a2b01f787e club home redesign; deal card menu anchored to button + delete 2026-10-12 14:54:32 +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 2f3646d085 feat(ui): modals close only via Esc/X/cancel; standard 3:1 form cover processing 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-07 15:23:14 +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 43717392b2 Profile picture display has been standardized across the board. 2026-10-06 14:23:59 +03:30
Mahdi 5074c6d791 Add column visibility menu to activities and API keys tables, and make related person optional when creating an activity 2026-10-06 13:35:13 +03:30
MahdiandCursor 48de552f36 Add row selection, bulk delete, row numbers and page size picker to tables; redesign person profile header 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-05 20:00:21 +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 e144b2277a Normalize chat uploads for montifyshop file-type whitelist to stop 400 errors. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 11:33:48 +03:30
MahdiandCursor 60c16053a4 Support Didar activity Excel exports without header rows via positional columns. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-04 10:44:00 +03:30
MahdiandCursor cbfe470f33 Import large activity Excel in the browser via JSON chunks to avoid 502. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-03 18:28:47 +03:30
Mahdi ae21d9bbc7 Addition of an AI chat assistant and a 100MB file upload limit. 2026-09-30 16:30:41 +03:30
Mahdi e94600a02e Adjusted the bold button, added italics, and fixed the broken emoji box. 2026-09-30 15:23:19 +03:30
Mahdi 75b83b7f1b Edit text and links, mute and unmute chat 2026-09-30 14:58:44 +03:30
Mahdi d3986da28b Editing applyTypingFromServer & clearTypingForRoom 2026-09-30 14:22:07 +03:30
Mahdi c7a60c524d Editing correction (in progress) 2026-09-30 13:01:42 +03:30
Mahdi 3c0ed3369e Editing and error correction (in progress) 2026-09-30 12:43:19 +03:30
Mahdi a3ed6187e9 Edit typing... indicator, loading older message. 2026-09-30 12:20:49 +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 58e89246d9 Fix chat filter typescript error 2026-09-29 21:54:54 +03:30