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feat(notes): let organizations edit the note category bar

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The filter chips were fixed labels. Owners can rename, hide, reorder, and add categories.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Mahdi
2026-11-01 16:34:34 +03:30
co-authored by Cursor
parent 8e1e94a439
commit 81edf61065
10 changed files with 645 additions and 390 deletions
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apps/api/prisma/migrations/20261101160000_note_categories/migration.sql
+20
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@@ -0,0 +1,20 @@
CREATE TABLE "NoteCategory" (
"id" TEXT NOT NULL,
"organizationId" TEXT NOT NULL,
"key" TEXT NOT NULL,
"label" TEXT NOT NULL,
"tone" TEXT NOT NULL DEFAULT 'general',
"position" INTEGER NOT NULL DEFAULT 0,
"isActive" BOOLEAN NOT NULL DEFAULT true,
"showInBar" BOOLEAN NOT NULL DEFAULT true,
"isSystem" BOOLEAN NOT NULL DEFAULT false,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "NoteCategory_pkey" PRIMARY KEY ("id")
);
CREATE UNIQUE INDEX "NoteCategory_organizationId_key_key" ON "NoteCategory"("organizationId", "key");
CREATE INDEX "NoteCategory_organizationId_position_idx" ON "NoteCategory"("organizationId", "position");
ALTER TABLE "NoteCategory" ADD CONSTRAINT "NoteCategory_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
apps/api/prisma/schema.prisma
+21
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@@ -170,6 +170,7 @@ model Organization {
deals Deal[]
activities Activity[]
notes Note[]
noteCategories NoteCategory[]
noteRevisions NoteRevision[]
customFields CustomFieldDefinition[]
products Product[]
@@ -973,6 +974,26 @@ model Note {
@@index([authorId])
}
/// دسته‌های نوار فیلتر یادداشت؛ برای هر سازمان قابل تغییر است
model NoteCategory {
id String @id @default(cuid())
organizationId String
organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
key String
label String
tone String @default("general")
position Int @default(0)
isActive Boolean @default(true)
/// در نوار «همه / معمولی / پیگیری / …» دیده شود
showInBar Boolean @default(true)
isSystem Boolean @default(false)
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
@@unique([organizationId, key])
@@index([organizationId, position])
}
/// اسنپ‌شات متن قبل از هر ویرایش معنادار یادداشت
model NoteRevision {
id String @id @default(cuid())
apps/api/src/notes/dto.ts
+68 -19
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@@ -16,19 +16,6 @@ import {
ValidateNested,
} from 'class-validator';
const NOTE_TYPES = [
'general',
'call_result',
'meeting',
'important',
'warning',
'next_action',
'follow_up',
'idea',
'suggestion',
'personal',
] as const;
const NOTE_VISIBILITIES = ['team', 'personal'] as const;
const NOTE_SORTS = ['updatedAt', 'createdAt', 'reminderAt'] as const;
@@ -74,8 +61,10 @@ export class ListNotesQueryDto {
tag?: string;
@IsOptional()
@IsIn(NOTE_TYPES)
noteType?: (typeof NOTE_TYPES)[number];
@IsString()
@MinLength(1)
@MaxLength(64)
noteType?: string;
@IsOptional()
@IsIn(NOTE_VISIBILITIES)
@@ -111,8 +100,10 @@ export class CreateNoteDto {
body!: string;
@IsOptional()
@IsIn(NOTE_TYPES)
noteType?: (typeof NOTE_TYPES)[number];
@IsString()
@MinLength(1)
@MaxLength(64)
noteType?: string;
@IsOptional()
@IsIn(NOTE_VISIBILITIES)
@@ -192,8 +183,10 @@ export class UpdateNoteDto {
body?: string;
@IsOptional()
@IsIn(NOTE_TYPES)
noteType?: (typeof NOTE_TYPES)[number];
@IsString()
@MinLength(1)
@MaxLength(64)
noteType?: string;
@IsOptional()
@IsIn(NOTE_VISIBILITIES)
@@ -309,3 +302,59 @@ export class ApplyNoteAiSuggestionDto {
@Type(() => ApplyMemoryEditDto)
memoryItems?: ApplyMemoryEditDto[];
}
const NOTE_CATEGORY_TONES = [
'general',
'follow_up',
'idea',
'suggestion',
'meeting',
'personal',
] as const;
export class CreateNoteCategoryDto {
@IsString()
@MinLength(1)
@MaxLength(40)
label!: string;
@IsOptional()
@IsIn(NOTE_CATEGORY_TONES)
tone?: (typeof NOTE_CATEGORY_TONES)[number];
@IsOptional()
@IsBoolean()
showInBar?: boolean;
}
export class UpdateNoteCategoryDto {
@IsOptional()
@IsString()
@MinLength(1)
@MaxLength(40)
label?: string;
@IsOptional()
@IsIn(NOTE_CATEGORY_TONES)
tone?: (typeof NOTE_CATEGORY_TONES)[number];
@IsOptional()
@IsBoolean()
showInBar?: boolean;
@IsOptional()
@IsBoolean()
isActive?: boolean;
@IsOptional()
@Type(() => Number)
@IsInt()
@Min(0)
position?: number;
}
export class ReorderNoteCategoriesDto {
@IsArray()
@IsString({ each: true })
ids!: string[];
}
apps/api/src/notes/note-categories.service.ts
+165
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@@ -0,0 +1,165 @@
import {
BadRequestException,
Injectable,
NotFoundException,
} from '@nestjs/common';
import type { NoteCategoryDto } from '@mento/shared';
import { PrismaService } from '../prisma/prisma.service';
import type {
CreateNoteCategoryDto,
UpdateNoteCategoryDto,
} from './dto';
const DEFAULTS: Array<{
key: string;
label: string;
tone: string;
showInBar: boolean;
}> = [
{ key: 'general', label: 'معمولی', tone: 'general', showInBar: true },
{ key: 'follow_up', label: 'پیگیری', tone: 'follow_up', showInBar: true },
{ key: 'idea', label: 'ایده', tone: 'idea', showInBar: true },
{ key: 'suggestion', label: 'پیشنهاد', tone: 'suggestion', showInBar: true },
{ key: 'meeting', label: 'جلسه', tone: 'meeting', showInBar: true },
{ key: 'personal', label: 'شخصی', tone: 'personal', showInBar: true },
{ key: 'call_result', label: 'نتیجه تماس', tone: 'follow_up', showInBar: false },
{ key: 'important', label: 'نکته مهم', tone: 'suggestion', showInBar: false },
{ key: 'warning', label: 'هشدار', tone: 'follow_up', showInBar: false },
{ key: 'next_action', label: 'کار بعدی', tone: 'follow_up', showInBar: false },
];
@Injectable()
export class NoteCategoriesService {
constructor(private readonly prisma: PrismaService) {}
async list(organizationId: string): Promise<NoteCategoryDto[]> {
await this.ensureDefaults(organizationId);
const rows = await this.prisma.noteCategory.findMany({
where: { organizationId },
orderBy: [{ position: 'asc' }, { createdAt: 'asc' }],
});
return rows.map((row) => this.toDto(row));
}
async create(
organizationId: string,
dto: CreateNoteCategoryDto,
): Promise<NoteCategoryDto> {
await this.ensureDefaults(organizationId);
const label = dto.label.trim();
if (!label) throw new BadRequestException('عنوان دسته لازم است');
const max = await this.prisma.noteCategory.aggregate({
where: { organizationId },
_max: { position: true },
});
const row = await this.prisma.noteCategory.create({
data: {
organizationId,
key: `cat_${Date.now().toString(36)}`,
label,
tone: dto.tone ?? 'general',
showInBar: dto.showInBar ?? true,
position: (max._max.position ?? -1) + 1,
isSystem: false,
},
});
return this.toDto(row);
}
async update(
organizationId: string,
id: string,
dto: UpdateNoteCategoryDto,
): Promise<NoteCategoryDto> {
const existing = await this.prisma.noteCategory.findFirst({
where: { id, organizationId },
});
if (!existing) throw new NotFoundException('دسته پیدا نشد');
const label = dto.label?.trim();
if (dto.label !== undefined && !label) {
throw new BadRequestException('عنوان دسته لازم است');
}
const row = await this.prisma.noteCategory.update({
where: { id },
data: {
...(label ? { label } : {}),
...(dto.tone !== undefined ? { tone: dto.tone } : {}),
...(dto.showInBar !== undefined ? { showInBar: dto.showInBar } : {}),
...(dto.isActive !== undefined ? { isActive: dto.isActive } : {}),
...(dto.position !== undefined ? { position: dto.position } : {}),
},
});
return this.toDto(row);
}
async reorder(organizationId: string, ids: string[]): Promise<NoteCategoryDto[]> {
const rows = await this.prisma.noteCategory.findMany({
where: { organizationId },
select: { id: true },
});
const known = new Set(rows.map((row) => row.id));
const ordered = ids.filter((id) => known.has(id));
await this.prisma.$transaction(
ordered.map((id, index) =>
this.prisma.noteCategory.update({
where: { id },
data: { position: index },
}),
),
);
return this.list(organizationId);
}
async remove(organizationId: string, id: string): Promise<void> {
const existing = await this.prisma.noteCategory.findFirst({
where: { id, organizationId },
});
if (!existing) throw new NotFoundException('دسته پیدا نشد');
if (existing.isSystem) {
throw new BadRequestException('دستهٔ پیش‌فرض حذف نمی‌شود؛ می‌توانید از نوار پنهانش کنید');
}
await this.prisma.noteCategory.delete({ where: { id } });
}
private async ensureDefaults(organizationId: string) {
const count = await this.prisma.noteCategory.count({
where: { organizationId },
});
if (count > 0) return;
await this.prisma.noteCategory.createMany({
data: DEFAULTS.map((item, index) => ({
organizationId,
key: item.key,
label: item.label,
tone: item.tone,
position: index,
showInBar: item.showInBar,
isSystem: true,
isActive: true,
})),
skipDuplicates: true,
});
}
private toDto(row: {
id: string;
key: string;
label: string;
tone: string;
position: number;
isActive: boolean;
showInBar: boolean;
isSystem: boolean;
}): NoteCategoryDto {
return {
id: row.id,
key: row.key,
label: row.label,
tone: row.tone,
position: row.position,
isActive: row.isActive,
showInBar: row.showInBar,
isSystem: row.isSystem,
};
}
}
apps/api/src/notes/notes.controller.ts
+57 -1
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@@ -15,10 +15,21 @@ import {
import { FileInterceptor } from '@nestjs/platform-express';
import { memoryStorage } from 'multer';
import { JwtAuthGuard } from '../auth/jwt-auth.guard';
import { Roles } from '../auth/roles.decorator';
import { RolesGuard } from '../auth/roles.guard';
import { RequirePermission, SectionPermissionGuard } from '../auth/section-permission.guard';
import { CurrentUser } from '../auth/current-user.decorator';
import { CreateNoteDto, ListNotesQueryDto, UpdateNoteDto, ApplyNoteAiSuggestionDto } from './dto';
import {
CreateNoteDto,
ListNotesQueryDto,
UpdateNoteDto,
ApplyNoteAiSuggestionDto,
CreateNoteCategoryDto,
UpdateNoteCategoryDto,
ReorderNoteCategoriesDto,
} from './dto';
import { NoteAiService } from './note-ai.service';
import { NoteCategoriesService } from './note-categories.service';
import { NotesService } from './notes.service';
import type { DataVisibility } from '@mento/shared';
@@ -37,8 +48,53 @@ export class NotesController {
constructor(
private readonly notesService: NotesService,
private readonly noteAi: NoteAiService,
private readonly categories: NoteCategoriesService,
) {}
@Get('categories')
listCategories(@CurrentUser() user: AuthUser) {
return this.categories.list(user.organizationId);
}
@Post('categories')
@UseGuards(RolesGuard)
@Roles('owner', 'admin')
createCategory(
@CurrentUser() user: AuthUser,
@Body() dto: CreateNoteCategoryDto,
) {
return this.categories.create(user.organizationId, dto);
}
@Patch('categories/reorder')
@UseGuards(RolesGuard)
@Roles('owner', 'admin')
reorderCategories(
@CurrentUser() user: AuthUser,
@Body() dto: ReorderNoteCategoriesDto,
) {
return this.categories.reorder(user.organizationId, dto.ids);
}
@Patch('categories/:id')
@UseGuards(RolesGuard)
@Roles('owner', 'admin')
updateCategory(
@CurrentUser() user: AuthUser,
@Param('id') id: string,
@Body() dto: UpdateNoteCategoryDto,
) {
return this.categories.update(user.organizationId, id, dto);
}
@Delete('categories/:id')
@UseGuards(RolesGuard)
@Roles('owner', 'admin')
async removeCategory(@CurrentUser() user: AuthUser, @Param('id') id: string) {
await this.categories.remove(user.organizationId, id);
return { ok: true };
}
@Get()
list(
@CurrentUser() user: AuthUser,
apps/api/src/notes/notes.module.ts
+2 -1
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@@ -2,12 +2,13 @@ import { Module } from '@nestjs/common';
import { MemoryModule } from '../memory/memory.module';
import { NotesController } from './notes.controller';
import { NoteAiService } from './note-ai.service';
import { NoteCategoriesService } from './note-categories.service';
import { NotesService } from './notes.service';
@Module({
imports: [MemoryModule],
controllers: [NotesController],
providers: [NotesService, NoteAiService],
providers: [NotesService, NoteAiService, NoteCategoriesService],
exports: [NotesService],
})
export class NotesModule {}