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

..

activities

fix: align activity badge and person profile with prior lens

2026-10-17 18:56:44 +03:30

ai

Fix prior archive filter collisions

2026-10-17 17:49:51 +03:30

audit-logs

feat: show the full work history and load every lead stage on the board

2026-10-14 19:47:32 +03:30

auth

feat: gate treasury as an org module and group money inputs

2026-10-18 19:33:09 +03:30

automations

feat(automations): multi-option form-field conditions (all / any / none / exact)

2026-10-11 17:26:17 +03:30

behavior

feat: add DISC profiles and a sales copilot as an org module

2026-10-18 21:04:26 +03:30

billing

Wire prior archive cutoff through API

2026-10-17 16:52:20 +03:30

common

feat: owner read-only view-as from team users table

2026-10-17 19:57:26 +03:30

contacts

feat: add DISC profiles and a sales copilot as an org module

2026-10-18 21:04:26 +03:30

conversations

Keep desktop modals open on outside click and allow larger group member lists.

2026-10-04 12:12:05 +03:30

custom-fields

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

deletions

feat: show the full work history and load every lead stage on the board

2026-10-14 19:47:32 +03:30

faq

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

finance

feat: gate treasury as an org module and group money inputs

2026-10-18 19:33:09 +03:30

gamification

feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)

2026-10-10 21:28:49 +03:30

health

Rebrand the product to Montact and point local UI at production API.

2026-09-07 11:49:54 +03:30

integrations

fix: keep birthdays and show Shamsi dates

2026-10-13 18:04:53 +03:30

inventory

Add a small internal warehouse and party balances when Tahesab is off.

2026-09-10 22:24:16 +03:30

invoices

feat: gate treasury as an org module and group money inputs

2026-10-18 19:33:09 +03:30

lead-forms

feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities

2026-10-11 14:12:36 +03:30

leads

feat: log outbound SMS and show history in compose modal

2026-10-17 21:23:07 +03:30

loyalty

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

memberships

Creating a CRM Super Admin

2026-09-19 21:54:21 +03:30

memory

Add Smart Notes AI analysis and Mento Memory with user approval.

2026-09-01 14:29:34 +03:30

message-automations

feat: log outbound SMS and show history in compose modal

2026-10-17 21:23:07 +03:30

notes

feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)

2026-10-10 21:28:49 +03:30

notifications

Fix error sending reminder SMS

2026-10-06 13:49:03 +03:30

org-roles

Selection of multiple officials and role sub-categories

2026-10-03 13:16:13 +03:30

organizations

fix: persist the prior-archive cutoff date when the owner changes it

2026-10-18 16:31:19 +03:30

outbound-sms

feat: log outbound SMS and show history in compose modal

2026-10-17 21:23:07 +03:30

pipelines

Fix prior archive filter collisions

2026-10-17 17:49:51 +03:30

platform

feat: routines module; super admin subscription badge, 7-day trial and lifetime plan

2026-10-06 19:54:38 +03:30

portal

Multi-environment and multi-user construction

2026-09-15 21:37:58 +03:30

prisma

feat: keep deletions restorable and confirm a pipeline's deals before it is removed

2026-10-13 22:23:09 +03:30

products

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

project-boards

rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه

2026-10-06 20:51:50 +03:30

public-api

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

quotes

feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)

2026-10-10 21:28:49 +03:30

reports

Fix prior archive filter collisions

2026-10-17 17:49:51 +03:30

reservations

Add reservations module and rename teams visibility label to file-access level.

2026-09-27 09:38:17 +03:30

routines

feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)

2026-10-10 21:28:49 +03:30

sales

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

saved-views

Add saved report views with personal/org filters and in-org share links.

2026-09-27 11:11:33 +03:30

sms-campaigns

feat: log outbound SMS and show history in compose modal

2026-10-17 21:23:07 +03:30

storage

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

table-prefs

Remove BOM from user table preferences migration

2026-10-05 11:59:59 +03:30

teams

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

tickets

feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)

2026-10-10 21:28:49 +03:30

tracking

feat: serve the same CRM on crm.montact.ir as an alias

2026-10-15 23:24:50 +03:30

treasury

feat: add treasury audit, attachment download, and installment SMS

2026-10-18 19:59:24 +03:30

users

feat: separate prior records behind an owner switch and count last-period questions

2026-10-15 10:48:30 +03:30

app.module.ts

feat: add DISC profiles and a sales copilot as an org module

2026-10-18 21:04:26 +03:30

main.ts

feat: serve the same CRM on crm.montact.ir as an alias

2026-10-15 23:24:50 +03:30