Commit Graph
40 Commits
Author SHA1 Message Date
MahdiandCursor b42d39d756 Fix Tahesab ByCode list body key causing 502 on range search.
Use Dolistmoshtari as documented and surface upstream error text in the UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 09:42:08 +03:30
MahdiandCursor 15a0afae5c Add Tahesab bulk customer import by code range.
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
MahdiandCursor a88bd83c9b Generate RTL Word exports for all main Persian product docs.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 02:53:41 +03:30
MahdiandCursor 40d492cb5a Refresh product docs and add Mento capabilities catalog.
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
MahdiandCursor 092767b6f2 Align older CRM pages with the Mento visual language.
Restyle list, form, settings, and secondary modules to match contacts/activities patterns with teal chrome, soft panels, and mobile layouts — without changing already-redesigned screens.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 02:29:41 +03:30
MahdiandCursor 20a9ac0d34 Add thousand separators to all CRM price and amount inputs.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 02:13:39 +03:30
MahdiandCursor 36e47e8af3 Ask activity reminder channel: in-app notification and/or SMS.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 02:04:39 +03:30
MahdiandCursor 83d25ec1c5 Replace time selects with circular dial pickers in JalaliDateInput.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 01:56:50 +03:30
MahdiandCursor 32dfb01b4d Fix contacts page overlapping and squeeze on mobile layouts.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 01:49:19 +03:30
MahdiandCursor 66dfef5d53 Make notes page layout work cleanly on small screens.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 01:45:53 +03:30
MahdiandCursor 55d9b494e6 Use password login without OTP; keep OTP for signup and optional mobile login.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 01:37:15 +03:30
MahdiandCursor 78511a7d53 Prefer SMS for auth OTP when email mailer is not configured.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 01:22:55 +03:30
MahdiandCursor c620d1d6d4 Redesign login/register with Mento branding and email/mobile OTP.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 00:47:33 +03:30
MahdiandCursor aa3fe49ce6 Redesign sales pipeline UI and reconnect it to live board APIs.
Keep the employer kanban layout while loading pipelines/deals from the server, persisting drag-and-drop moves, and seeding a Waiting pipeline with demo deals.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-05 00:18:39 +03:30
MahdiandCursor 4b47b753c3 Add Tahesab jewelry accounting integration with multi-DB connections.
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
MahdiandCursor d2f66d11fc Ask for organization business field at signup, including jewelry.
Store Didar-style industry on the org so registration, settings, and Ask Mento share the same catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-03 16:45:59 +03:30
MahdiandCursor ce94658fcd Show live mic levels and a transcribing status on voice dictation.
Make long speech-to-text waits obvious and match the Pipecat-style voice meter while recording.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-03 15:48:28 +03:30
MahdiandCursor e91f06eb70 Remove unused deal delete helper that failed the production Vue build.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-03 14:27:14 +03:30
MahdiandCursor 7757c0837d Add Ask Mento, customer mood, and Pipecat speech-to-text.
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-03 14:20:55 +03:30
MahdiandCursor 0dd2966f3c Close unclosed CSS block that broke the production Vue build.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-02 21:40:58 +03:30
MahdiandCursor 651e35fd1b Fix Vue production build type errors in activity form and date picker.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-02 21:37:58 +03:30
MahdiandCursor f884c60cab Add activity detail, Jalali pickers, and customer/user profiles.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-02 21:29:00 +03:30
MahdiandCursor 574feedfa5 Polish dashboard UI to match Mento mockup with IRANSans and brand assets.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-02 16:06:17 +03:30
MahdiandCursor 2b0c985d19 Fix transparent AI avatar cutout and woven Mento logo mark.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-01 16:28:45 +03:30
MahdiandCursor 57fa6c8d12 Componentize dashboard middle section and add Mento brand assets.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-01 16:05:29 +03:30
MahdiandCursor da6c494fcb Match dashboard header and shell layout to the Mento mockup.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-01 15:39:18 +03:30
MahdiandCursor 523e641d8f Redesign home dashboard and app shell to match Mento mockup.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-01 15:21:54 +03:30
MahdiandCursor d152d1c19f Add Smart Notes AI analysis and Mento Memory with user approval.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-01 14:29:34 +03:30
MahdiandCursor 4d9f3c04cd Note Word and PDF paths in the user guide.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 10:49:53 +03:30
MahdiandCursor 35a1a07e68 Regenerate Persian user guide Word and PDF from the expanded markdown.
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
MahdiandCursor 323c593570 Expand the user guide to cover every shipped CRM module in detail.
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
MahdiandCursor b606e15951 Pin sidebar to full viewport height with sticky layout.
Keep logout at the foot while the page content scrolls independently.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 10:28:38 +03:30
MahdiandCursor 4b9345f55a Tighten sidebar chrome: hide nav scrollbar, icon notifications, compact user row.
Move alerts next to the brand and merge name with role to free foot space.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 10:16:03 +03:30
MahdiandCursor a30e625349 Collapse sidebar into primary links and expandable groups.
Keep daily work visible and tuck sales, extras, and settings behind toggles.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 10:06:41 +03:30
MahdiandCursor 3b50f14817 Document production deploy gotchas for SMS, Postgres, and shared symlink.
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
MahdiandCursor c2bfa7749d Add project board, loyalty club, and if/then automations.
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
MahdiandCursor 2e6c4779ab Point PM2 at Nest dist/src/main.js with apps/api cwd.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 08:50:06 +03:30
MahdiandCursor 8de988a359 Fix calendar activity person label to use fullName.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-30 08:26:30 +03:30
MahdiandCursor d4f6bd9c01 Ignore Office lock files and drop accidental Word temp from repo.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-29 21:07:58 +03:30
MahdiandCursor 29a040c21d Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-29 21:06:30 +03:30