Add personal/team note visibility and edit history.
Notes can be marked personal or team, with revision snapshots and restore from the notes UI.
This commit is contained in:
@@ -0,0 +1,40 @@
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-- AlterTable
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ALTER TABLE "Note" ADD COLUMN "visibility" TEXT NOT NULL DEFAULT 'team';
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-- CreateIndex
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CREATE INDEX "Note_organizationId_visibility_idx" ON "Note"("organizationId", "visibility");
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-- CreateTable
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CREATE TABLE "NoteRevision" (
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"id" TEXT NOT NULL,
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"organizationId" TEXT NOT NULL,
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"noteId" TEXT NOT NULL,
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"editorId" TEXT,
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"title" TEXT,
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"body" TEXT NOT NULL,
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"noteType" TEXT NOT NULL,
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"visibility" TEXT NOT NULL DEFAULT 'team',
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"tags" TEXT[] DEFAULT ARRAY[]::TEXT[],
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"checklist" JSONB,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "NoteRevision_pkey" PRIMARY KEY ("id")
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);
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-- CreateIndex
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CREATE INDEX "NoteRevision_noteId_createdAt_idx" ON "NoteRevision"("noteId", "createdAt");
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-- CreateIndex
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CREATE INDEX "NoteRevision_organizationId_idx" ON "NoteRevision"("organizationId");
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-- CreateIndex
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CREATE INDEX "NoteRevision_editorId_idx" ON "NoteRevision"("editorId");
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-- AddForeignKey
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ALTER TABLE "NoteRevision" ADD CONSTRAINT "NoteRevision_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "NoteRevision" ADD CONSTRAINT "NoteRevision_noteId_fkey" FOREIGN KEY ("noteId") REFERENCES "Note"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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-- AddForeignKey
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ALTER TABLE "NoteRevision" ADD CONSTRAINT "NoteRevision_editorId_fkey" FOREIGN KEY ("editorId") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
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@@ -162,6 +162,7 @@ model Organization {
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deals Deal[]
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activities Activity[]
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notes Note[]
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noteRevisions NoteRevision[]
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customFields CustomFieldDefinition[]
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products Product[]
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notifications Notification[]
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@@ -231,6 +232,7 @@ model User {
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activities Activity[] @relation("ActivityAssignee")
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createdActivities Activity[] @relation("ActivityCreator")
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notes Note[] @relation("NoteAuthor")
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noteRevisions NoteRevision[] @relation("NoteRevisionEditor")
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noteAttachments NoteAttachment[] @relation("NoteAttachmentUploader")
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notifications Notification[]
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salesGoals SalesGoal[] @relation("SalesGoalUser")
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@@ -591,14 +593,18 @@ model Note {
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activity Activity? @relation(fields: [activityId], references: [id], onDelete: SetNull)
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authorId String?
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author User? @relation("NoteAuthor", fields: [authorId], references: [id], onDelete: SetNull)
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/// team = قابل‌مشاهده برای تیم/سازمان در محدوده پرونده | personal = فقط نویسنده
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visibility String @default("team")
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attachments NoteAttachment[]
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aiSuggestion NoteAiSuggestion?
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revisions NoteRevision[]
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@index([organizationId, pinned, updatedAt])
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@@index([organizationId, noteType, updatedAt])
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@@index([organizationId, reminderAt])
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@@index([organizationId, visibility])
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@@index([personId])
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@@index([companyId])
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@@index([dealId])
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@@ -606,6 +612,28 @@ model Note {
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@@index([authorId])
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}
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/// اسنپ‌شات متن قبل از هر ویرایش معنادار یادداشت
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model NoteRevision {
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id String @id @default(cuid())
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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noteId String
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note Note @relation(fields: [noteId], references: [id], onDelete: Cascade)
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editorId String?
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editor User? @relation("NoteRevisionEditor", fields: [editorId], references: [id], onDelete: SetNull)
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title String?
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body String
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noteType String
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visibility String @default("team")
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tags String[] @default([])
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checklist Json?
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createdAt DateTime @default(now())
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@@index([noteId, createdAt])
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@@index([organizationId])
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@@index([editorId])
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}
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model NoteAttachment {
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id String @id @default(cuid())
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organizationId String
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@@ -61,18 +61,30 @@ export function assigneeWhere(
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return { assigneeId: { in: ids } };
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}
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/** یادداشت: نویسنده یا پرونده‌های تحت مالکیت در محدوده دید */
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/** یادداشت: نویسنده یا پرونده‌های تحت مالکیت در محدوده دید + محرمانگی شخصی */
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export function noteAccessWhere(
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actor: Pick<Actor, 'userId' | 'role' | 'dataVisibility' | 'visibleUserIds'>,
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): Prisma.NoteWhereInput {
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const ids = scopedOwnerIds(actor);
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if (!ids) return {};
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return {
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const personalGate: Prisma.NoteWhereInput = {
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OR: [
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{ authorId: { in: ids } },
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{ deal: { ownerId: { in: ids } } },
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{ person: { ownerId: { in: ids } } },
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{ company: { ownerId: { in: ids } } },
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{ visibility: { not: 'personal' } },
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{ visibility: 'personal', authorId: actor.userId },
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// رکوردهای قدیمی بدون فیلد visibility در DB با default team می‌آیند
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],
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};
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if (!ids) return personalGate;
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return {
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AND: [
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personalGate,
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{
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OR: [
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{ authorId: { in: ids } },
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{ deal: { ownerId: { in: ids } } },
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{ person: { ownerId: { in: ids } } },
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{ company: { ownerId: { in: ids } } },
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],
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},
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],
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};
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}
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@@ -28,6 +28,8 @@ const NOTE_TYPES = [
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'personal',
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] as const;
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const NOTE_VISIBILITIES = ['team', 'personal'] as const;
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const NOTE_SORTS = ['updatedAt', 'createdAt', 'reminderAt'] as const;
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export class NoteChecklistItemDto {
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@@ -74,6 +76,10 @@ export class ListNotesQueryDto {
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@IsIn(NOTE_TYPES)
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noteType?: (typeof NOTE_TYPES)[number];
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@IsOptional()
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@IsIn(NOTE_VISIBILITIES)
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visibility?: (typeof NOTE_VISIBILITIES)[number];
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@IsOptional()
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@IsIn(NOTE_SORTS)
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sort?: (typeof NOTE_SORTS)[number];
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@@ -107,6 +113,10 @@ export class CreateNoteDto {
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@IsIn(NOTE_TYPES)
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noteType?: (typeof NOTE_TYPES)[number];
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@IsOptional()
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@IsIn(NOTE_VISIBILITIES)
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visibility?: (typeof NOTE_VISIBILITIES)[number];
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@IsOptional()
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@IsBoolean()
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pinned?: boolean;
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@@ -180,6 +190,10 @@ export class UpdateNoteDto {
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@IsIn(NOTE_TYPES)
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noteType?: (typeof NOTE_TYPES)[number];
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@IsOptional()
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@IsIn(NOTE_VISIBILITIES)
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visibility?: (typeof NOTE_VISIBILITIES)[number];
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@IsOptional()
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@IsBoolean()
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pinned?: boolean;
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@@ -19,8 +19,15 @@ import { CurrentUser } from '../auth/current-user.decorator';
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import { CreateNoteDto, ListNotesQueryDto, UpdateNoteDto, ApplyNoteAiSuggestionDto } from './dto';
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import { NoteAiService } from './note-ai.service';
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import { NotesService } from './notes.service';
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import type { DataVisibility } from '@mento/shared';
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type AuthUser = { organizationId: string; userId: string; role: string };
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type AuthUser = {
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organizationId: string;
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userId: string;
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role: string;
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dataVisibility?: DataVisibility;
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visibleUserIds?: string[] | null;
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};
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@Controller('notes')
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@UseGuards(JwtAuthGuard)
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@@ -43,12 +50,32 @@ export class NotesController {
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dealId: query.dealId,
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tag: query.tag,
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noteType: query.noteType,
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visibility: query.visibility,
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sort: query.sort,
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page: query.page ?? 1,
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limit: query.limit ?? 50,
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});
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}
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@Get(':id/revisions')
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listRevisions(@CurrentUser() user: AuthUser, @Param('id') id: string) {
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return this.notesService.listRevisions(user.organizationId, id, user);
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}
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@Post(':id/revisions/:revisionId/restore')
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restoreRevision(
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@CurrentUser() user: AuthUser,
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@Param('id') id: string,
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@Param('revisionId') revisionId: string,
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) {
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return this.notesService.restoreRevision(
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user.organizationId,
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id,
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revisionId,
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user,
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);
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}
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@Get(':id')
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get(@CurrentUser() user: AuthUser, @Param('id') id: string) {
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return this.notesService.get(user.organizationId, id, user);
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@@ -8,6 +8,8 @@ import type {
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NoteAttachmentDto,
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NoteChecklistItemDto,
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NoteDto,
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NoteRevisionDto,
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NoteVisibility,
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PaginatedResponse,
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UpdateNoteRequest,
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} from '@mento/shared';
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@@ -22,13 +24,17 @@ import {
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ownerWhere,
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} from '../common/record-scope';
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type NoteActor = Pick<Actor, 'userId' | 'role'>;
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type NoteActor = Pick<
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Actor,
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'userId' | 'role' | 'dataVisibility' | 'visibleUserIds'
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>;
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type NoteRow = {
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id: string;
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title: string | null;
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body: string;
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noteType: string;
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visibility: string;
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pinned: boolean;
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color: string | null;
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tags: string[];
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@@ -50,6 +56,7 @@ type NoteRow = {
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sizeBytes: number;
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createdAt: Date;
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}>;
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_count?: { revisions: number };
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};
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const include = {
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@@ -68,6 +75,7 @@ const include = {
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},
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orderBy: { createdAt: 'asc' as const },
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},
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_count: { select: { revisions: true } },
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} satisfies Prisma.NoteInclude;
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const MAX_ATTACHMENT_BYTES = 10 * 1024 * 1024;
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@@ -113,6 +121,7 @@ export class NotesService {
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dealId?: string;
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tag?: string;
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noteType?: string;
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visibility?: string;
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sort?: 'updatedAt' | 'createdAt' | 'reminderAt';
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page?: number;
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limit?: number;
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@@ -138,6 +147,9 @@ export class NotesService {
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...(opts.companyId ? { companyId: opts.companyId } : {}),
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...(opts.dealId ? { dealId: opts.dealId } : {}),
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...(opts.noteType ? { noteType: opts.noteType } : {}),
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...(opts.visibility === 'personal' || opts.visibility === 'team'
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? { visibility: opts.visibility }
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: {}),
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...(opts.tag?.trim() ? { tags: { has: opts.tag.trim() } } : {}),
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...(search
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? { AND: [access, search] }
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@@ -202,6 +214,7 @@ export class NotesService {
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title: emptyToNull(dto.title),
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body: dto.body.trim(),
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noteType: dto.noteType?.trim() || 'general',
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visibility: normalizeVisibility(dto.visibility),
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pinned: dto.pinned ?? false,
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color: emptyToNull(dto.color) ?? 'default',
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tags: normalizeTags(dto.tags),
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@@ -227,13 +240,19 @@ export class NotesService {
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actor: NoteActor,
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dto: UpdateNoteRequest,
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): Promise<NoteDto> {
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await this.ensureExists(organizationId, id, actor);
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const existing = await this.prisma.note.findFirst({
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where: { id, organizationId, ...noteAccessWhere(actor) },
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});
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if (!existing) throw new NotFoundException('یادداشت پیدا نشد');
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await this.assertLinks(organizationId, actor, dto);
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const data: Prisma.NoteUncheckedUpdateInput = {};
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if ('title' in dto) data.title = emptyToNull(dto.title);
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if (dto.body !== undefined) data.body = dto.body.trim();
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if (dto.noteType !== undefined) data.noteType = dto.noteType.trim() || 'general';
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if (dto.visibility !== undefined) {
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data.visibility = normalizeVisibility(dto.visibility);
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}
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if (dto.pinned !== undefined) data.pinned = dto.pinned;
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if ('color' in dto) data.color = emptyToNull(dto.color) ?? 'default';
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if (dto.tags !== undefined) data.tags = normalizeTags(dto.tags);
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@@ -259,6 +278,49 @@ export class NotesService {
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data.activityId = emptyToNull(dto.activityId ?? null);
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}
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const nextTitle =
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'title' in dto ? emptyToNull(dto.title) : existing.title;
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const nextBody = dto.body !== undefined ? dto.body.trim() : existing.body;
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const nextType =
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dto.noteType !== undefined
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? dto.noteType.trim() || 'general'
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: existing.noteType;
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const nextVisibility =
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dto.visibility !== undefined
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? normalizeVisibility(dto.visibility)
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: normalizeVisibility(existing.visibility);
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const nextTags =
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dto.tags !== undefined ? normalizeTags(dto.tags) : existing.tags;
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const nextChecklist =
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dto.checklist !== undefined
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? parseChecklist(dto.checklist)
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: parseChecklist(existing.checklist);
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const contentChanged =
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(nextTitle ?? '') !== (existing.title ?? '') ||
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nextBody !== existing.body ||
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nextType !== existing.noteType ||
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nextVisibility !== normalizeVisibility(existing.visibility) ||
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JSON.stringify(nextTags) !== JSON.stringify(existing.tags) ||
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JSON.stringify(nextChecklist) !==
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JSON.stringify(parseChecklist(existing.checklist));
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if (contentChanged) {
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await this.prisma.noteRevision.create({
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data: {
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organizationId,
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noteId: id,
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editorId: actor.userId,
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title: existing.title,
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body: existing.body,
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noteType: existing.noteType,
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visibility: normalizeVisibility(existing.visibility),
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tags: existing.tags,
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checklist: existing.checklist ?? Prisma.JsonNull,
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},
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});
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}
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const row = await this.prisma.note.update({
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where: { id },
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data,
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@@ -267,6 +329,52 @@ export class NotesService {
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return this.toDto(row);
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}
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async listRevisions(
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organizationId: string,
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noteId: string,
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actor: NoteActor,
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): Promise<NoteRevisionDto[]> {
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await this.ensureExists(organizationId, noteId, actor);
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const rows = await this.prisma.noteRevision.findMany({
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where: { noteId, organizationId },
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include: { editor: { select: { id: true, fullName: true } } },
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orderBy: { createdAt: 'desc' },
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take: 50,
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});
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return rows.map((row) => ({
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id: row.id,
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title: row.title,
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body: row.body,
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noteType: row.noteType,
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visibility: normalizeVisibility(row.visibility),
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tags: row.tags,
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checklist: parseChecklist(row.checklist),
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editor: row.editor,
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createdAt: row.createdAt.toISOString(),
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}));
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}
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async restoreRevision(
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organizationId: string,
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noteId: string,
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revisionId: string,
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actor: NoteActor,
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): Promise<NoteDto> {
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await this.ensureExists(organizationId, noteId, actor);
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const revision = await this.prisma.noteRevision.findFirst({
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where: { id: revisionId, noteId, organizationId },
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});
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if (!revision) throw new NotFoundException('نسخه پیدا نشد');
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return this.update(organizationId, noteId, actor, {
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title: revision.title,
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body: revision.body,
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noteType: revision.noteType,
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visibility: normalizeVisibility(revision.visibility),
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tags: revision.tags,
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checklist: parseChecklist(revision.checklist),
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});
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}
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async togglePin(
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organizationId: string,
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id: string,
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@@ -491,6 +599,7 @@ export class NotesService {
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title: row.title,
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body: row.body,
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noteType: row.noteType,
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visibility: normalizeVisibility(row.visibility),
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pinned: row.pinned,
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color: row.color,
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tags: row.tags,
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@@ -509,6 +618,7 @@ export class NotesService {
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activity: row.activity,
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author: row.author,
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attachments: (row.attachments ?? []).map((a) => this.toAttachmentDto(a)),
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revisionCount: row._count?.revisions ?? 0,
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createdAt: row.createdAt.toISOString(),
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updatedAt: row.updatedAt.toISOString(),
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};
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@@ -537,6 +647,10 @@ function emptyToNull(value?: string | null): string | null {
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return trimmed.length ? trimmed : null;
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}
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function normalizeVisibility(value?: string | null): NoteVisibility {
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return value === 'personal' ? 'personal' : 'team';
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}
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||||
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function normalizeTags(tags?: string[]): string[] {
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if (!tags?.length) return [];
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const seen = new Set<string>();
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||||
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||||
@@ -21,11 +21,14 @@ import type {
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||||
NoteAiSuggestionDto,
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||||
NoteChecklistItemDto,
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||||
NoteDto,
|
||||
NoteRevisionDto,
|
||||
NoteType,
|
||||
NoteVisibility,
|
||||
PaginatedResponse,
|
||||
PersonDto,
|
||||
PipelineBoardDto,
|
||||
} from '@mento/shared';
|
||||
import { NOTE_VISIBILITY_LABELS } from '@mento/shared';
|
||||
|
||||
type ViewMode = 'grid' | 'list';
|
||||
type SortKey = 'updatedAt' | 'createdAt' | 'reminderAt';
|
||||
@@ -39,6 +42,7 @@ const saving = ref(false);
|
||||
const error = ref('');
|
||||
const q = ref('');
|
||||
const typeFilter = ref<NoteType | 'all'>('all');
|
||||
const visibilityFilter = ref<NoteVisibility | 'all'>('all');
|
||||
const sortKey = ref<SortKey>('updatedAt');
|
||||
const viewMode = ref<ViewMode>('grid');
|
||||
const notes = ref<NoteDto[]>([]);
|
||||
@@ -67,10 +71,17 @@ const draftReminder = ref('');
|
||||
const draftLocation = ref('');
|
||||
const draftAnalyze = ref(true);
|
||||
const draftPinned = ref(false);
|
||||
const draftVisibility = ref<NoteVisibility>('team');
|
||||
const draftChecklist = ref<NoteChecklistItemDto[]>([]);
|
||||
const draftFiles = ref<File[]>([]);
|
||||
const existingAttachments = ref<NoteAttachmentDto[]>([]);
|
||||
|
||||
const historyOpen = ref(false);
|
||||
const historyLoading = ref(false);
|
||||
const historyError = ref('');
|
||||
const historyNoteId = ref<string | null>(null);
|
||||
const historyItems = ref<NoteRevisionDto[]>([]);
|
||||
|
||||
const imageInput = ref<HTMLInputElement | null>(null);
|
||||
const fileInput = ref<HTMLInputElement | null>(null);
|
||||
const audioInput = ref<HTMLInputElement | null>(null);
|
||||
@@ -127,6 +138,10 @@ const typeLabelMap: Record<string, string> = {
|
||||
|
||||
const editorTitle = computed(() => (editingId.value ? 'ویرایش' : 'یادداشت جدید'));
|
||||
const draftColorCss = computed(() => colorToCss(draftColor.value));
|
||||
const historyNoteRevisionCount = computed(() => {
|
||||
if (!editingId.value) return 0;
|
||||
return notes.value.find((n) => n.id === editingId.value)?.revisionCount ?? 0;
|
||||
});
|
||||
const personName = (id: string) =>
|
||||
people.value.find((p) => p.id === id)?.fullName ?? '';
|
||||
|
||||
@@ -314,6 +329,10 @@ async function load() {
|
||||
params: {
|
||||
q: q.value || undefined,
|
||||
noteType: typeFilter.value === 'all' ? undefined : typeFilter.value,
|
||||
visibility:
|
||||
visibilityFilter.value === 'all'
|
||||
? undefined
|
||||
: visibilityFilter.value,
|
||||
sort: sortKey.value,
|
||||
limit: 100,
|
||||
},
|
||||
@@ -361,6 +380,7 @@ function resetDraft() {
|
||||
draftLocation.value = '';
|
||||
draftAnalyze.value = true;
|
||||
draftPinned.value = false;
|
||||
draftVisibility.value = 'team';
|
||||
draftChecklist.value = [];
|
||||
draftFiles.value = [];
|
||||
existingAttachments.value = [];
|
||||
@@ -384,6 +404,8 @@ function openEditor(mode: OpenMode = 'default', note?: NoteDto) {
|
||||
draftLocation.value = note.locationText ?? '';
|
||||
draftAnalyze.value = note.analyzeEnabled !== false;
|
||||
draftPinned.value = note.pinned;
|
||||
draftVisibility.value =
|
||||
note.visibility === 'personal' ? 'personal' : 'team';
|
||||
draftChecklist.value = [...(note.checklist ?? [])];
|
||||
draftFiles.value = [];
|
||||
existingAttachments.value = [...note.attachments];
|
||||
@@ -487,6 +509,7 @@ async function saveNote() {
|
||||
title: draftTitle.value.trim() || null,
|
||||
body: body || (checklist.length ? 'چک‌لیست' : ''),
|
||||
noteType: draftType.value,
|
||||
visibility: draftVisibility.value,
|
||||
color: draftColor.value === 'default' ? 'default' : draftColor.value,
|
||||
tags: parseTags(draftTags.value),
|
||||
personId: draftPersonId.value || null,
|
||||
@@ -532,6 +555,56 @@ async function saveNote() {
|
||||
}
|
||||
}
|
||||
|
||||
async function openHistory(note: NoteDto) {
|
||||
menuOpenId.value = null;
|
||||
historyNoteId.value = note.id;
|
||||
historyOpen.value = true;
|
||||
historyLoading.value = true;
|
||||
historyError.value = '';
|
||||
historyItems.value = [];
|
||||
try {
|
||||
const { data } = await api.get<NoteRevisionDto[]>(
|
||||
`/notes/${note.id}/revisions`,
|
||||
);
|
||||
historyItems.value = data;
|
||||
} catch (e) {
|
||||
historyError.value = axios.isAxiosError(e)
|
||||
? String(
|
||||
(e.response?.data as { message?: string })?.message ??
|
||||
'بارگذاری تاریخچه ناموفق بود.',
|
||||
)
|
||||
: 'بارگذاری تاریخچه ناموفق بود.';
|
||||
} finally {
|
||||
historyLoading.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
function closeHistory() {
|
||||
historyOpen.value = false;
|
||||
historyNoteId.value = null;
|
||||
historyItems.value = [];
|
||||
historyError.value = '';
|
||||
}
|
||||
|
||||
async function restoreRevision(revisionId: string) {
|
||||
if (!historyNoteId.value) return;
|
||||
if (!confirm('این نسخه جایگزین متن فعلی شود؟')) return;
|
||||
try {
|
||||
await api.post(
|
||||
`/notes/${historyNoteId.value}/revisions/${revisionId}/restore`,
|
||||
);
|
||||
closeHistory();
|
||||
await load();
|
||||
} catch (e) {
|
||||
historyError.value = axios.isAxiosError(e)
|
||||
? String(
|
||||
(e.response?.data as { message?: string })?.message ??
|
||||
'بازگردانی ناموفق بود.',
|
||||
)
|
||||
: 'بازگردانی ناموفق بود.';
|
||||
}
|
||||
}
|
||||
|
||||
async function togglePin(id: string) {
|
||||
menuOpenId.value = null;
|
||||
await api.patch(`/notes/${id}/pin`);
|
||||
@@ -587,6 +660,9 @@ function onDocClick(ev: MouseEvent) {
|
||||
watch(typeFilter, () => {
|
||||
void load();
|
||||
});
|
||||
watch(visibilityFilter, () => {
|
||||
void load();
|
||||
});
|
||||
watch(sortKey, () => {
|
||||
void load();
|
||||
});
|
||||
@@ -636,6 +712,31 @@ onBeforeUnmount(() => {
|
||||
<span v-if="chip.value !== 'all'" class="dot" />
|
||||
{{ chip.label }}
|
||||
</button>
|
||||
<span class="chip-sep" aria-hidden="true" />
|
||||
<button
|
||||
type="button"
|
||||
class="chip"
|
||||
:class="{ active: visibilityFilter === 'all' }"
|
||||
@click="visibilityFilter = 'all'"
|
||||
>
|
||||
همه دسترسی‌ها
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="chip tone-team"
|
||||
:class="{ active: visibilityFilter === 'team' }"
|
||||
@click="visibilityFilter = 'team'"
|
||||
>
|
||||
تیمی
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="chip tone-private"
|
||||
:class="{ active: visibilityFilter === 'personal' }"
|
||||
@click="visibilityFilter = 'personal'"
|
||||
>
|
||||
فقط من
|
||||
</button>
|
||||
</div>
|
||||
<div class="toolbar-end">
|
||||
<div class="view-toggle" role="group" aria-label="نمای لیست">
|
||||
@@ -725,6 +826,31 @@ onBeforeUnmount(() => {
|
||||
<span v-if="chip.value !== 'all'" class="dot" />
|
||||
{{ chip.label }}
|
||||
</button>
|
||||
<span class="chip-sep" aria-hidden="true" />
|
||||
<button
|
||||
type="button"
|
||||
class="chip"
|
||||
:class="{ active: visibilityFilter === 'all' }"
|
||||
@click="visibilityFilter = 'all'"
|
||||
>
|
||||
همه دسترسی‌ها
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="chip tone-team"
|
||||
:class="{ active: visibilityFilter === 'team' }"
|
||||
@click="visibilityFilter = 'team'"
|
||||
>
|
||||
تیمی
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="chip tone-private"
|
||||
:class="{ active: visibilityFilter === 'personal' }"
|
||||
@click="visibilityFilter = 'personal'"
|
||||
>
|
||||
فقط من
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<p v-if="loading" class="state-msg">در حال بارگذاری…</p>
|
||||
@@ -763,6 +889,13 @@ onBeforeUnmount(() => {
|
||||
<button type="button" @click="togglePin(note.id)">
|
||||
{{ note.pinned ? 'برداشتن سنجاق' : 'سنجاق کردن' }}
|
||||
</button>
|
||||
<button
|
||||
v-if="(note.revisionCount ?? 0) > 0"
|
||||
type="button"
|
||||
@click="openHistory(note)"
|
||||
>
|
||||
تاریخچه ویرایش
|
||||
</button>
|
||||
<button type="button" class="danger" @click="removeNote(note.id)">حذف</button>
|
||||
</div>
|
||||
</div>
|
||||
@@ -819,6 +952,16 @@ onBeforeUnmount(() => {
|
||||
<span class="type-badge" :class="`tone-${typeTone(String(note.noteType))}`">
|
||||
{{ typeLabel(String(note.noteType)) }}
|
||||
</span>
|
||||
<span
|
||||
class="vis-badge"
|
||||
:class="note.visibility === 'personal' ? 'private' : 'team'"
|
||||
>
|
||||
{{
|
||||
note.visibility === 'personal'
|
||||
? NOTE_VISIBILITY_LABELS.personal
|
||||
: NOTE_VISIBILITY_LABELS.team
|
||||
}}
|
||||
</span>
|
||||
<span v-if="pendingAi[note.id]" class="ai-badge" title="پیشنهاد AI">
|
||||
<UiIcon name="sparkle" :size="12" />
|
||||
AI
|
||||
@@ -891,6 +1034,19 @@ onBeforeUnmount(() => {
|
||||
<header class="panel-head">
|
||||
<h2>{{ editorTitle }}</h2>
|
||||
<div class="panel-head-actions">
|
||||
<button
|
||||
v-if="editingId && historyNoteRevisionCount > 0"
|
||||
type="button"
|
||||
class="btn-ghost history-btn"
|
||||
@click="
|
||||
openHistory({
|
||||
id: editingId,
|
||||
revisionCount: historyNoteRevisionCount,
|
||||
} as NoteDto)
|
||||
"
|
||||
>
|
||||
تاریخچه
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="btn-save mobile-only-flex"
|
||||
@@ -1028,6 +1184,15 @@ onBeforeUnmount(() => {
|
||||
</option>
|
||||
</select>
|
||||
</label>
|
||||
<label class="field">
|
||||
<span>سطح دسترسی</span>
|
||||
<select v-model="draftVisibility">
|
||||
<option value="team">{{ NOTE_VISIBILITY_LABELS.team }}</option>
|
||||
<option value="personal">
|
||||
{{ NOTE_VISIBILITY_LABELS.personal }}
|
||||
</option>
|
||||
</select>
|
||||
</label>
|
||||
<div class="field-row">
|
||||
<label class="field">
|
||||
<span>مرتبط با — مشتری</span>
|
||||
@@ -1075,6 +1240,13 @@ onBeforeUnmount(() => {
|
||||
<span v-if="draftPersonId" class="tag-chip">{{ personName(draftPersonId) }}</span>
|
||||
<span v-if="draftDealId" class="tag-chip">معامله</span>
|
||||
<span v-if="draftLocation" class="tag-chip">{{ draftLocation }}</span>
|
||||
<span class="tag-chip">
|
||||
{{
|
||||
draftVisibility === 'personal'
|
||||
? NOTE_VISIBILITY_LABELS.personal
|
||||
: NOTE_VISIBILITY_LABELS.team
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
|
||||
<NoteAiSuggestionPanel
|
||||
@@ -1178,6 +1350,15 @@ onBeforeUnmount(() => {
|
||||
</option>
|
||||
</select>
|
||||
</label>
|
||||
<label class="field">
|
||||
<span>سطح دسترسی</span>
|
||||
<select v-model="draftVisibility">
|
||||
<option value="team">{{ NOTE_VISIBILITY_LABELS.team }}</option>
|
||||
<option value="personal">
|
||||
{{ NOTE_VISIBILITY_LABELS.personal }}
|
||||
</option>
|
||||
</select>
|
||||
</label>
|
||||
<label class="field">
|
||||
<span>یادآوری</span>
|
||||
<JalaliDateInput v-model="draftReminder" mode="datetime" icon="bell" />
|
||||
@@ -1201,6 +1382,58 @@ onBeforeUnmount(() => {
|
||||
</aside>
|
||||
</div>
|
||||
</Teleport>
|
||||
|
||||
<Teleport to="body">
|
||||
<div v-if="historyOpen" class="history-root">
|
||||
<div class="history-backdrop" @click="closeHistory" />
|
||||
<aside class="history-panel" role="dialog" aria-label="تاریخچه ویرایش">
|
||||
<header class="history-head">
|
||||
<h2>تاریخچه ویرایش</h2>
|
||||
<button type="button" class="icon-btn" @click="closeHistory">
|
||||
<UiIcon name="x" :size="20" />
|
||||
</button>
|
||||
</header>
|
||||
<p v-if="historyLoading" class="state-msg">در حال بارگذاری…</p>
|
||||
<p v-else-if="historyError" class="banner-error">{{ historyError }}</p>
|
||||
<p v-else-if="!historyItems.length" class="state-msg">
|
||||
هنوز نسخه‌ای ذخیره نشده.
|
||||
</p>
|
||||
<ul v-else class="history-list">
|
||||
<li v-for="rev in historyItems" :key="rev.id" class="history-item">
|
||||
<div class="history-meta">
|
||||
<strong>
|
||||
{{ formatJalaliDay(new Date(rev.createdAt)) }}
|
||||
·
|
||||
{{ formatClockFa(new Date(rev.createdAt)) }}
|
||||
</strong>
|
||||
<span v-if="rev.editor?.fullName" class="muted">
|
||||
{{ rev.editor.fullName }}
|
||||
</span>
|
||||
<span
|
||||
class="vis-badge"
|
||||
:class="rev.visibility === 'personal' ? 'private' : 'team'"
|
||||
>
|
||||
{{
|
||||
rev.visibility === 'personal'
|
||||
? NOTE_VISIBILITY_LABELS.personal
|
||||
: NOTE_VISIBILITY_LABELS.team
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
<h4 v-if="rev.title">{{ rev.title }}</h4>
|
||||
<p class="history-body">{{ previewBody(rev.body) }}</p>
|
||||
<button
|
||||
type="button"
|
||||
class="btn-ghost"
|
||||
@click="restoreRevision(rev.id)"
|
||||
>
|
||||
بازگردانی این نسخه
|
||||
</button>
|
||||
</li>
|
||||
</ul>
|
||||
</aside>
|
||||
</div>
|
||||
</Teleport>
|
||||
</section>
|
||||
</template>
|
||||
|
||||
@@ -1336,6 +1569,34 @@ onBeforeUnmount(() => {
|
||||
background: #f5f3ff;
|
||||
border-color: #c4b5fd;
|
||||
}
|
||||
.chip-sep {
|
||||
width: 1px;
|
||||
align-self: stretch;
|
||||
margin: 0.15rem 0.2rem;
|
||||
background: #e2e8f0;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
.chip.tone-team {
|
||||
color: #0f766e;
|
||||
}
|
||||
.chip.tone-team.active {
|
||||
background: #ccfbf1;
|
||||
border-color: #5eead4;
|
||||
color: #0f766e;
|
||||
}
|
||||
.chip.tone-private {
|
||||
color: #9a3412;
|
||||
}
|
||||
.chip.tone-private.active {
|
||||
background: #ffedd5;
|
||||
border-color: #fdba74;
|
||||
color: #9a3412;
|
||||
}
|
||||
.chip:not([class*='tone-']).active {
|
||||
background: var(--teal);
|
||||
border-color: var(--teal);
|
||||
color: #fff;
|
||||
}
|
||||
|
||||
.view-toggle {
|
||||
display: inline-flex;
|
||||
@@ -1678,6 +1939,22 @@ onBeforeUnmount(() => {
|
||||
background: #f5f3ff;
|
||||
color: #7c3aed;
|
||||
}
|
||||
.vis-badge {
|
||||
font-size: 0.7rem;
|
||||
font-weight: 600;
|
||||
padding: 0.15rem 0.45rem;
|
||||
border-radius: 999px;
|
||||
background: #ecfdf5;
|
||||
color: #0f766e;
|
||||
}
|
||||
.vis-badge.private {
|
||||
background: #ffedd5;
|
||||
color: #9a3412;
|
||||
}
|
||||
.vis-badge.team {
|
||||
background: #ecfdf5;
|
||||
color: #0f766e;
|
||||
}
|
||||
.ai-badge {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
@@ -2193,4 +2470,90 @@ onBeforeUnmount(() => {
|
||||
font-size: 0.88rem;
|
||||
}
|
||||
}
|
||||
|
||||
.history-btn {
|
||||
padding: 0.35rem 0.65rem;
|
||||
font-size: 0.82rem;
|
||||
}
|
||||
.history-root {
|
||||
position: fixed;
|
||||
inset: 0;
|
||||
z-index: 120;
|
||||
display: grid;
|
||||
place-items: center;
|
||||
padding: 1rem;
|
||||
}
|
||||
.history-backdrop {
|
||||
position: absolute;
|
||||
inset: 0;
|
||||
background: rgba(15, 23, 42, 0.45);
|
||||
}
|
||||
.history-panel {
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
width: min(100%, 480px);
|
||||
max-height: min(88vh, 640px);
|
||||
overflow: auto;
|
||||
background: #fff;
|
||||
border-radius: 12px;
|
||||
box-shadow: 0 18px 50px rgba(15, 23, 42, 0.18);
|
||||
padding: 1rem 1.1rem 1.25rem;
|
||||
}
|
||||
.history-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 0.75rem;
|
||||
margin-bottom: 0.75rem;
|
||||
}
|
||||
.history-head h2 {
|
||||
margin: 0;
|
||||
font-size: 1.1rem;
|
||||
font-weight: 650;
|
||||
color: #0f172a;
|
||||
}
|
||||
.history-list {
|
||||
list-style: none;
|
||||
margin: 0;
|
||||
padding: 0;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 0.85rem;
|
||||
}
|
||||
.history-item {
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
padding: 0.75rem 0.85rem;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 0.4rem;
|
||||
}
|
||||
.history-meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 0.35rem 0.55rem;
|
||||
align-items: center;
|
||||
font-size: 0.82rem;
|
||||
color: #334155;
|
||||
}
|
||||
.history-meta .muted {
|
||||
color: #94a3b8;
|
||||
}
|
||||
.history-item h4 {
|
||||
margin: 0;
|
||||
font-size: 0.92rem;
|
||||
color: #0f172a;
|
||||
}
|
||||
.history-body {
|
||||
margin: 0;
|
||||
font-size: 0.88rem;
|
||||
color: #475569;
|
||||
white-space: pre-wrap;
|
||||
line-height: 1.55;
|
||||
}
|
||||
.history-item .btn-ghost {
|
||||
align-self: flex-start;
|
||||
padding: 0.35rem 0.7rem;
|
||||
font-size: 0.8rem;
|
||||
}
|
||||
</style>
|
||||
|
||||
@@ -50,7 +50,7 @@
|
||||
| مایل‌استون | وضعیت | محتوا |
|
||||
|---|---|---|
|
||||
| **۱-الف** هسته فروش | انجام شده | مخاطب، کاریز، فعالیت، تقویم، اکسل، نقش، چندارزی، UI |
|
||||
| **۱-ب** Smart Notes / AI | تقریباً کامل | Composer، Memory، Ask Montact، Voice-to-Text؛ باقی: Note شخصی/تیمی، تاریخچه ویرایش |
|
||||
| **۱-ب** Smart Notes / AI | انجام شده | Composer، Memory، Ask، Voice؛ شخصی/تیمی + تاریخچه ویرایش |
|
||||
| **۱-ج** سرنخ و مالی | انجام شده | فرم‌ساز، پیش‌فاکتور، فاکتور/اقساط، هدف فروش |
|
||||
| **۱-د** پس‌ازفروش | انجام شده | تیکت، پرتال OTP، پروژه، باشگاه، ته‌حساب |
|
||||
| **۱-هـ** گزارش و اتصال | نیمه‌کاره | گزارش و اتوماسیون و SMS عملیاتی آماده؛ API عمومی/وب‌هوک/درگاه هنوز نه |
|
||||
@@ -99,9 +99,8 @@
|
||||
|
||||
1. **API عمومی + وب‌هوک** — اتصال سیستم‌های بیرونی بدون دستکاری هسته
|
||||
2. **پرداخت / پیامک مدیریتی** — اگر مشتری بخواهد از داخل CRM مدیریت کند
|
||||
3. **صیقل Smart Notes** — Note شخصی/تیمی، تاریخچه ویرایش
|
||||
4. **لندینگ Nuxt** — بعد از ثبات UI و استقرار
|
||||
5. **`platform_admin` SaaS** — فقط وقتی فروش حساب چندمستأجری عمومی شروع شود
|
||||
3. **لندینگ Nuxt** — بعد از ثبات UI و استقرار
|
||||
4. **`platform_admin` SaaS** — فقط وقتی فروش حساب چندمستأجری عمومی شروع شود
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -189,9 +189,11 @@
|
||||
|
||||
1. **یادداشت‌ها** را باز کنید.
|
||||
2. نوع یادداشت را انتخاب کنید و متن را بنویسید (یا با دکمه **میکروفون** دیکته کنید).
|
||||
3. به شخص/شرکت/معامله وصل کنید؛ در صورت نیاز پین/برچسب/یادآور.
|
||||
4. پیشنهاد هوشمند یا Memory را فقط بعد از خواندن و **تأیید** اعمال کنید.
|
||||
5. از کادر **از منتکت بپرس** سؤال زبان طبیعی بپرسید (مثلاً «آخرین بار درباره قیمت چه گفت؟»).
|
||||
3. **سطح دسترسی** را تنظیم کنید: تیمی (پیش‌فرض) یا شخصی (فقط شما).
|
||||
4. به شخص/شرکت/معامله وصل کنید؛ در صورت نیاز پین/برچسب/یادآور.
|
||||
5. پیشنهاد هوشمند یا Memory را فقط بعد از خواندن و **تأیید** اعمال کنید.
|
||||
6. از منوی کارت یا دکمهٔ **تاریخچه** در ویرایش، نسخه‌های قبلی را ببینید و در صورت نیاز بازگردانید.
|
||||
7. از کادر **از منتکت بپرس** سؤال زبان طبیعی بپرسید (مثلاً «آخرین بار درباره قیمت چه گفت؟»).
|
||||
|
||||
پیوست فایل روی یادداشت از همان فرم قابل افزودن است.
|
||||
|
||||
|
||||
@@ -117,6 +117,12 @@
|
||||
### پین، برچسب و یادآور
|
||||
سازمان‌دهی سریع یادداشت‌ها.
|
||||
|
||||
### شخصی / تیمی
|
||||
یادداشت تیمی برای تیم؛ شخصی فقط برای نویسنده.
|
||||
|
||||
### تاریخچه ویرایش
|
||||
نسخه‌های قبلی ذخیره و قابل بازگردانی است.
|
||||
|
||||
### تبدیل به وظیفه
|
||||
از روی یادداشت فعالیت ساخته می‌شود.
|
||||
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
# وضعیت پیشرفت منتکت (Montact CRM)
|
||||
|
||||
سند زندهٔ کارها — با هر قابلیت جدید همین فایل به‌روز می‌شود.
|
||||
آخرین به‌روزرسانی: ۲۰ شهریور ۱۴۰۵
|
||||
آخرین به‌روزرسانی: ۵ مهر ۱۴۰۵
|
||||
|
||||
**راهنما:**
|
||||
- `[x]` انجام شده
|
||||
@@ -14,6 +14,7 @@
|
||||
|
||||
| تاریخ | مورد |
|
||||
|---|---|
|
||||
| ۱۴۰۵/۷/۵ | صیقل Smart Notes: یادداشت شخصی/تیمی + تاریخچه ویرایش و بازگردانی |
|
||||
| ۱۴۰۵/۶/۲۰ | پورسانت کارشناس (درصد پیش‌فرض + تغییر روی فاکتور) و دفتر چک وصل به پرداخت |
|
||||
| ۱۴۰۵/۶/۱۹ | انبار داخلی + مانده طرف‌حساب وقتی ته‌حساب وصل نیست؛ خروج کالا با صدور فاکتور |
|
||||
| ۱۴۰۵/۶/۱۴ | هم‌تراز کردن ظاهر صفحات قدیمی با زبان بصری منتکت (لیست/فرم/تنظیمات/گزارش) + جداکننده هزارگان روی فیلدهای مبلغ |
|
||||
@@ -70,8 +71,8 @@
|
||||
| [x] | Montact Memory با منبع | خلاصه پایدار + ویرایش/حذف |
|
||||
| [x] | Ask Montact | پرسش زبان طبیعی روی یادداشت‌ها / پروفایل / خانه |
|
||||
| [x] | Voice-to-Text | دکمه دیکته (Pipecat/STT) روی Note و فرم‌ها |
|
||||
| [ ] | Note شخصی در برابر تیمی | |
|
||||
| [ ] | تاریخچه ویرایش Note | |
|
||||
| [x] | Note شخصی در برابر تیمی | visibility=team|personal + فیلتر UI |
|
||||
| [x] | تاریخچه ویرایش Note | NoteRevision + بازگردانی |
|
||||
| [ ] | خلاصه خودکار تماس تلفنی کامل | فراتر از دیکته متن |
|
||||
|
||||
---
|
||||
@@ -132,8 +133,8 @@
|
||||
|
||||
1. API عمومی و وب‌هوک خروجی
|
||||
2. پنل پیامکی / درگاه پرداخت (در صورت نیاز کسب‌وکار)
|
||||
3. Note شخصی/تیمی و تاریخچه ویرایش
|
||||
4. ارتقای فایل به MinIO در استقرار بزرگ
|
||||
3. ارتقای فایل به MinIO در استقرار بزرگ
|
||||
4. خلاصه خودکار تماس تلفنی کامل
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -991,6 +991,8 @@ export interface NoteDto {
|
||||
title: string | null;
|
||||
body: string;
|
||||
noteType: NoteType | string;
|
||||
/** team = تیمی | personal = فقط نویسنده */
|
||||
visibility: NoteVisibility;
|
||||
pinned: boolean;
|
||||
color: string | null;
|
||||
tags: string[];
|
||||
@@ -1004,14 +1006,38 @@ export interface NoteDto {
|
||||
activity: { id: string; title: string } | null;
|
||||
author: UserSummaryDto | null;
|
||||
attachments: NoteAttachmentDto[];
|
||||
/** تعداد نسخه‌های قبلی (برای نمایش دکمه تاریخچه) */
|
||||
revisionCount?: number;
|
||||
createdAt: string;
|
||||
updatedAt: string;
|
||||
}
|
||||
|
||||
export type NoteVisibility = "team" | "personal";
|
||||
|
||||
export const NOTE_VISIBILITIES: NoteVisibility[] = ["team", "personal"];
|
||||
|
||||
export const NOTE_VISIBILITY_LABELS: Record<NoteVisibility, string> = {
|
||||
team: "تیمی",
|
||||
personal: "شخصی (فقط من)",
|
||||
};
|
||||
|
||||
export interface NoteRevisionDto {
|
||||
id: string;
|
||||
title: string | null;
|
||||
body: string;
|
||||
noteType: string;
|
||||
visibility: NoteVisibility;
|
||||
tags: string[];
|
||||
checklist: NoteChecklistItemDto[];
|
||||
editor: UserSummaryDto | null;
|
||||
createdAt: string;
|
||||
}
|
||||
|
||||
export interface CreateNoteRequest {
|
||||
title?: string;
|
||||
body: string;
|
||||
noteType?: NoteType | string;
|
||||
visibility?: NoteVisibility;
|
||||
pinned?: boolean;
|
||||
color?: string;
|
||||
tags?: string[];
|
||||
@@ -1029,6 +1055,7 @@ export interface UpdateNoteRequest {
|
||||
title?: string | null;
|
||||
body?: string;
|
||||
noteType?: NoteType | string;
|
||||
visibility?: NoteVisibility;
|
||||
pinned?: boolean;
|
||||
color?: string | null;
|
||||
tags?: string[];
|
||||
|
||||
Reference in New Issue
Block a user