feat(notes): let organizations define their own note fields

The note form was fixed. Owners can add fields and each note keeps those values.

Co-authored-by: Cursor <cursoragent@cursor.com>

apps/api/src/custom-fields/dto.ts

@@ -15,6 +15,7 @@ export enum CustomFieldEntityDto {
   person = 'person',
   company = 'company',
   deal = 'deal',
+  note = 'note',
 }
 
 export enum CustomFieldTypeDto {

apps/api/src/notes/dto.ts

@@ -5,6 +5,7 @@ import {
   IsDateString,
   IsIn,
   IsInt,
+  IsObject,
   IsOptional,
   IsString,
   Max,
@@ -171,6 +172,10 @@ export class CreateNoteDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   activityId?: string | null;
+
+  @IsOptional()
+  @IsObject()
+  customFields?: Record<string, unknown>;
 }
 
 export class UpdateNoteDto {
@@ -248,6 +253,10 @@ export class UpdateNoteDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   activityId?: string | null;
+
+  @IsOptional()
+  @IsObject()
+  customFields?: Record<string, unknown>;
 }
 
 class NoteAiNextActionDtoClass {

apps/api/src/notes/notes.service.ts

@@ -20,6 +20,7 @@ import { PrismaService } from '../prisma/prisma.service';
 import { buildSearchWhere, ci } from '../common/search';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { GamificationService } from '../gamification/gamification.service';
+import { asCustomFields, toJsonCustomFields } from '../common/custom-fields';
 import {
   type Actor,
   noteAccessWhere,
@@ -45,6 +46,7 @@ type NoteRow = {
   checklist: Prisma.JsonValue | null;
   locationText: string | null;
   analyzeEnabled: boolean;
+  customFields: Prisma.JsonValue;
   createdAt: Date;
   updatedAt: Date;
   person: { id: string; firstName: string; lastName: string } | null;
@@ -224,6 +226,7 @@ export class NotesService {
           : Prisma.JsonNull,
         locationText: emptyToNull(dto.locationText ?? null),
         analyzeEnabled,
+        customFields: toJsonCustomFields(dto.customFields),
         personId: emptyToNull(dto.personId ?? null),
         companyId: emptyToNull(dto.companyId ?? null),
         dealId: emptyToNull(dto.dealId ?? null),
@@ -280,6 +283,9 @@ export class NotesService {
     if (dto.analyzeEnabled !== undefined) {
       data.analyzeEnabled = dto.analyzeEnabled;
     }
+    if ('customFields' in dto) {
+      data.customFields = toJsonCustomFields(dto.customFields);
+    }
     if ('personId' in dto) data.personId = emptyToNull(dto.personId ?? null);
     if ('companyId' in dto) data.companyId = emptyToNull(dto.companyId ?? null);
     if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
@@ -616,6 +622,7 @@ export class NotesService {
       checklist: parseChecklist(row.checklist),
       locationText: row.locationText ?? null,
       analyzeEnabled: row.analyzeEnabled ?? true,
+      customFields: asCustomFields(row.customFields),
       person: row.person
         ? {
             id: row.person.id,