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/web/src/views/CustomFieldsSettingsView.vue

@@ -36,6 +36,7 @@ const entityLabels: Record<CustomFieldEntity, string> = {
   person: 'شخص',
   company: 'شرکت',
   deal: 'معامله',
+  note: 'یادداشت',
 };
 
 const typeLabels: Record<CustomFieldType, string> = {
@@ -126,7 +127,7 @@ onMounted(load);
   <section class="crm-page narrow">
     <UiPageHeader
       title="فیلدهای سفارشی"
-      lead="فیلدهای اختصاصی سازمان را برای شخص، شرکت یا معامله تعریف کنید."
+      lead="فیلدهای اختصاصی سازمان را برای شخص، شرکت، معامله یا یادداشت تعریف کنید."
     />
 
     <form class="crm-form" @submit.prevent="createField">
@@ -147,6 +148,7 @@ onMounted(load);
               <option value="person">شخص</option>
               <option value="company">شرکت</option>
               <option value="deal">معامله</option>
+              <option value="note">یادداشت</option>
             </UiSelect>
           </UiField>
 
@@ -197,6 +199,7 @@ onMounted(load);
         <option value="person">شخص</option>
         <option value="company">شرکت</option>
         <option value="deal">معامله</option>
+        <option value="note">یادداشت</option>
       </UiSelect>
       <UiButton variant="ghost" type="button" @click="load">
         <UiIcon name="refresh" :size="16" />

apps/web/src/views/NotesView.vue

@@ -5,10 +5,14 @@ import { useRoute } from 'vue-router';
 import axios from 'axios';
 import { api } from '@/lib/api';
 import NoteAiSuggestionPanel from '@/components/NoteAiSuggestionPanel.vue';
+import NoteCustomFields from '@/components/notes/NoteCustomFields.vue';
+import NoteFieldsManager from '@/components/notes/NoteFieldsManager.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import VoiceToTextButton from '@/components/VoiceToTextButton.vue';
 import UiIcon from '@/components/UiIcon.vue';
 import { appendSpokenText } from '@/lib/spoken-text';
+import { canManageSettings } from '@/lib/roles';
+import { useAuthStore } from '@/stores/auth';
 import {
   calendarDaysBetween,
   formatClockFa,
@@ -28,6 +32,7 @@ import type {
   PaginatedResponse,
   PersonDto,
   PipelineBoardDto,
+  CustomFieldDefinitionDto,
 } from '@mento/shared';
 import { NOTE_VISIBILITY_LABELS } from '@mento/shared';
 
@@ -37,6 +42,8 @@ type ColorKey = 'sand' | 'rose' | 'sky' | 'mint' | 'lavender' | 'default';
 type OpenMode = 'default' | 'image' | 'mic' | 'attach' | 'audio' | 'checklist';
 
 const route = useRoute();
+const auth = useAuthStore();
+const canManageNoteFields = computed(() => canManageSettings(auth.user?.role));
 
 const loading = ref(false);
 const saving = ref(false);
@@ -74,8 +81,11 @@ const draftAnalyze = ref(true);
 const draftPinned = ref(false);
 const draftVisibility = ref<NoteVisibility>('team');
 const draftChecklist = ref<NoteChecklistItemDto[]>([]);
+const draftCustomFields = ref<Record<string, unknown>>({});
 const draftFiles = ref<File[]>([]);
 const existingAttachments = ref<NoteAttachmentDto[]>([]);
+const noteFieldDefs = ref<CustomFieldDefinitionDto[]>([]);
+const fieldsOpen = ref(false);
 
 const historyOpen = ref(false);
 const historyLoading = ref(false);
@@ -229,6 +239,28 @@ function previewBody(body: string) {
   return `${t.slice(0, 160)}…`;
 }
 
+function customFieldLines(note: NoteDto) {
+  const values = note.customFields ?? {};
+  return noteFieldDefs.value.flatMap((field) => {
+    const value = values[field.key];
+    if (value == null || value === '') return [];
+    const text = field.fieldType === 'boolean' ? (value ? 'بله' : 'خیر') : String(value);
+    return [{ key: field.key, label: field.label, text }];
+  });
+}
+
+async function loadNoteFields() {
+  try {
+    noteFieldDefs.value = (
+      await api.get<CustomFieldDefinitionDto[]>('/custom-fields', {
+        params: { entityType: 'note', activeOnly: true },
+      })
+    ).data;
+  } catch {
+    noteFieldDefs.value = [];
+  }
+}
+
 function isImageAtt(att: NoteAttachmentDto) {
   return att.mimeType.startsWith('image/');
 }
@@ -383,6 +415,7 @@ function resetDraft() {
   draftPinned.value = false;
   draftVisibility.value = 'team';
   draftChecklist.value = [];
+  draftCustomFields.value = {};
   draftFiles.value = [];
   existingAttachments.value = [];
   showChecklistEditor.value = false;
@@ -408,6 +441,7 @@ function openEditor(mode: OpenMode = 'default', note?: NoteDto) {
     draftVisibility.value =
       note.visibility === 'personal' ? 'personal' : 'team';
     draftChecklist.value = [...(note.checklist ?? [])];
+    draftCustomFields.value = { ...(note.customFields ?? {}) };
     draftFiles.value = [];
     existingAttachments.value = [...note.attachments];
     showChecklistEditor.value = (note.checklist?.length ?? 0) > 0;
@@ -503,6 +537,16 @@ async function saveNote() {
     error.value = 'متن یادداشت یا چک‌لیست لازم است.';
     return;
   }
+  const missingField = noteFieldDefs.value.find((field) => {
+    if (!field.required) return false;
+    const value = draftCustomFields.value[field.key];
+    if (field.fieldType === 'boolean') return value !== true && value !== false;
+    return value == null || String(value).trim() === '';
+  });
+  if (missingField) {
+    error.value = `فیلد «${missingField.label}» لازم است.`;
+    return;
+  }
   saving.value = true;
   error.value = '';
   try {
@@ -523,6 +567,7 @@ async function saveNote() {
       analyzeEnabled: draftAnalyze.value,
       pinned: draftPinned.value,
       checklist,
+      customFields: draftCustomFields.value,
     };
     const pending = [...draftFiles.value];
     let noteId = editingId.value;
@@ -581,6 +626,9 @@ async function openHistory(note: NoteDto) {
 }
 
 useEscClose(() => editorOpen.value, () => closeEditor());
+useEscClose(() => fieldsOpen.value, () => {
+  fieldsOpen.value = false;
+});
 useEscClose(() => moreSheetOpen.value, () => { moreSheetOpen.value = false; });
 useEscClose(() => historyOpen.value, () => closeHistory());
 
@@ -683,6 +731,7 @@ onMounted(() => {
   }
   void load();
   void loadActivities();
+  void loadNoteFields();
 });
 
 onBeforeUnmount(() => {
@@ -699,6 +748,14 @@ onBeforeUnmount(() => {
         <h1>یادداشت‌ها</h1>
         <p class="lead">فکر کنید، یادداشت کنید، هیچ چیز را فراموش نکنید.</p>
       </div>
+      <button
+        v-if="canManageNoteFields"
+        type="button"
+        class="fields-manage"
+        @click="fieldsOpen = true"
+      >
+        فیلدهای یادداشت
+      </button>
     </header>
 
     <p v-if="error" class="banner-error">{{ error }}</p>
@@ -921,6 +978,11 @@ onBeforeUnmount(() => {
           </li>
         </ul>
         <p v-else-if="note.body" class="card-body">{{ previewBody(note.body) }}</p>
+        <ul v-if="customFieldLines(note).length" class="card-fields">
+          <li v-for="line in customFieldLines(note)" :key="line.key">
+            <b>{{ line.label }}:</b> {{ line.text }}
+          </li>
+        </ul>
 
         <div v-if="firstImage(note)" class="card-thumb">
           <img
@@ -1067,6 +1129,7 @@ onBeforeUnmount(() => {
           </header>
 
           <div class="panel-scroll">
+            <p v-if="error" class="banner-error">{{ error }}</p>
             <input
               v-model="draftTitle"
               class="title-input"
@@ -1237,6 +1300,7 @@ onBeforeUnmount(() => {
                   <p>پس از ذخیره، پیشنهاد کار بعدی و حافظه مشتری استخراج می‌شود.</p>
                 </div>
               </label>
+              <NoteCustomFields v-model="draftCustomFields" :fields="noteFieldDefs" />
             </div>
 
             <div class="chip-summary mobile-only-flex">
@@ -1379,6 +1443,7 @@ onBeforeUnmount(() => {
                   <p>پس از ذخیره اجرا می‌شود.</p>
                 </div>
               </label>
+              <NoteCustomFields v-model="draftCustomFields" :fields="noteFieldDefs" />
               <button type="button" class="btn-primary sheet-done" @click="moreSheetOpen = false">
                 تأیید
               </button>
@@ -1388,6 +1453,12 @@ onBeforeUnmount(() => {
       </div>
     </Teleport>
 
+    <NoteFieldsManager
+      v-if="fieldsOpen"
+      @close="fieldsOpen = false"
+      @saved="loadNoteFields"
+    />
+
     <Teleport to="body">
       <div v-if="historyOpen" class="history-root">
         <div class="history-backdrop" aria-hidden="true" />
@@ -1460,6 +1531,12 @@ onBeforeUnmount(() => {
   padding: 0;
 }
 
+.page-head {
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  gap: 0.75rem;
+}
 .page-head h1 {
   margin: 0;
   font-size: 1.55rem;
@@ -1471,6 +1548,29 @@ onBeforeUnmount(() => {
   color: #64748b;
   font-size: 0.95rem;
 }
+.fields-manage {
+  border: 1px solid #e2e8f0;
+  background: #fff;
+  color: #0f766e;
+  border-radius: var(--radius);
+  padding: 0.45rem 0.8rem;
+  font-weight: 700;
+  cursor: pointer;
+  white-space: nowrap;
+}
+.card-fields {
+  margin: 0.4rem 0 0;
+  padding: 0;
+  list-style: none;
+  display: flex;
+  flex-direction: column;
+  gap: 0.15rem;
+  font-size: 0.82rem;
+  color: #334155;
+}
+.card-fields b {
+  font-weight: 700;
+}
 
 .banner-error {
   margin: 0.75rem 0 0;