Mahdi and Cursor
15a0afae5c
Add Tahesab bulk customer import by code range.
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Connecting alone does not copy customers; settings now list a code range and import them into CRM persons with link status.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 09:33:12 +03:30
Mahdi and Cursor
a88bd83c9b
Generate RTL Word exports for all main Persian product docs.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 02:53:41 +03:30
Mahdi and Cursor
40d492cb5a
Refresh product docs and add Mento capabilities catalog.
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Rewrite roadmap and progress for the shipped product, update the user guide for auth/Tahesab/AI/UI, and add a short feature index.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 02:45:36 +03:30
Mahdi and Cursor
4b47b753c3
Add Tahesab jewelry accounting integration with multi-DB connections.
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Encrypt tokens server-side, sync customers both ways, show balances/documents on the person Assets tab, and push sanads with idempotent Factor_Code logging.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-04 22:00:23 +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
d152d1c19f
Add Smart Notes AI analysis and Mento Memory with user approval.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-01 14:29:34 +03:30
Mahdi and Cursor
4d9f3c04cd
Note Word and PDF paths in the user guide.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-30 10:49:53 +03:30
Mahdi and Cursor
35a1a07e68
Regenerate Persian user guide Word and PDF from the expanded markdown.
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Keep downloadable docs in sync with the latest shipped product features.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-30 10:49:24 +03:30
Mahdi and Cursor
323c593570
Expand the user guide to cover every shipped CRM module in detail.
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Document menus, roles, sales, support, portal SMS, projects, loyalty, and automations.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-30 10:36:53 +03:30
Mahdi and Cursor
3b50f14817
Document production deploy gotchas for SMS, Postgres, and shared symlink.
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Capture real server lessons so future updates avoid DATABASE_URL, tarball, and nginx traps.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-30 10:00:21 +03:30
Mahdi and Cursor
c2bfa7749d
Add project board, loyalty club, and if/then automations.
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Separate modules for post-sales kanban, person points/tiers, and deal-won/ticket-resolved rules without overlapping the sales pipeline.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-30 09:42:07 +03:30
Mahdi and Cursor
d4f6bd9c01
Ignore Office lock files and drop accidental Word temp from repo.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-29 21:07:58 +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