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

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

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Mahdi
2026-11-01 15:38:05 +03:30
co-authored by Cursor
parent 590f8114cc
commit 8e1e94a439
10 changed files with 572 additions and 2 deletions
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packages/shared/src/index.ts
+4 -1
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@@ -1797,7 +1797,7 @@ export interface ReorderActivityTypesRequest {
typeIds: string[];
}
export type CustomFieldEntity = "person" | "company" | "deal";
export type CustomFieldEntity = "person" | "company" | "deal" | "note";
export type CustomFieldType = "text" | "number" | "date" | "boolean" | "select";
export interface CustomFieldDefinitionDto {
@@ -1992,6 +1992,7 @@ export interface NoteDto {
checklist: NoteChecklistItemDto[];
locationText: string | null;
analyzeEnabled: boolean;
customFields: Record<string, unknown>;
person: PersonSummaryDto | null;
company: CompanySummaryDto | null;
deal: DealSummaryDto | null;
@@ -2041,6 +2042,7 @@ export interface CreateNoteRequest {
companyId?: string | null;
dealId?: string | null;
activityId?: string | null;
customFields?: Record<string, unknown>;
}
export interface UpdateNoteRequest {
@@ -2059,6 +2061,7 @@ export interface UpdateNoteRequest {
companyId?: string | null;
dealId?: string | null;
activityId?: string | null;
customFields?: Record<string, unknown>;
}
export type NoteAiSuggestionStatus =