Commit Graph
26 Commits
Author SHA1 Message Date
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 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 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
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 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
Mahdi 66af7e577c Chat settings in Super Admin and changing the chat title and position. 2026-09-29 14:45:19 +03:30
Mahdi 0670067e7f Add conversations settings link to settings hub menu. 2026-09-29 11:34:31 +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 32e27d45f7 Add desk-style task workflow on Activities and Project boards.
Managers can switch my desk vs team, reassign activities, and filter project cards to their work; assignees can see and move cards.
2026-09-28 12:28:14 +03:30
Mahdi 8effd4cbc6 Improve Leads mobile UX and nest leads under Customers nav.
Restore the 5-tab mobile bar, add responsive lead cards with long-press select, and fix stats/filters layout.
2026-09-28 11:50:44 +03:30
Mahdi ac3ffb8ab2 Promote Leads to a top-level nav hub and expire login OTP after 90s.
Leads items sit under their own hub after Customers; login OTP shows a countdown and returns to the mobile step when time runs out.
2026-09-27 18:00:59 +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 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 4a9fe0b07c Configuring access rights in the CRM Super Admin 2026-09-20 11:24:14 +03:30
Mahdi f176fde1eb Redesign of the SMS automation page 2026-09-14 16:49:43 +03:30
Mahdi 45b0d46cfe Adding SMS automation 2026-09-13 19:11:47 +03:30
Mahdi bd63d2ab76 Added modal to menu 2026-09-11 17:37:24 +03:30