Redesign notes list and editor to match Keep-style mockups.

Add checklist, activity link, location, analyze flag, and audio attachments with a real API-backed masonry UI.

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

apps/api/prisma/migrations/20260905190000_note_checklist_extras/migration.sql

@@ -0,0 +1,21 @@
+-- AlterTable
+ALTER TABLE "Note" ADD COLUMN IF NOT EXISTS "checklist" JSONB;
+ALTER TABLE "Note" ADD COLUMN IF NOT EXISTS "activityId" TEXT;
+ALTER TABLE "Note" ADD COLUMN IF NOT EXISTS "locationText" TEXT;
+ALTER TABLE "Note" ADD COLUMN IF NOT EXISTS "analyzeEnabled" BOOLEAN NOT NULL DEFAULT true;
+
+-- CreateIndex
+CREATE INDEX IF NOT EXISTS "Note_activityId_idx" ON "Note"("activityId");
+
+-- AddForeignKey
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1 FROM pg_constraint WHERE conname = 'Note_activityId_fkey'
+  ) THEN
+    ALTER TABLE "Note"
+      ADD CONSTRAINT "Note_activityId_fkey"
+      FOREIGN KEY ("activityId") REFERENCES "Activity"("id")
+      ON DELETE SET NULL ON UPDATE CASCADE;
+  END IF;
+END $$;

apps/api/prisma/schema.prisma

@@ -383,6 +383,7 @@ model Activity {
   assignee       User?          @relation("ActivityAssignee", fields: [assigneeId], references: [id], onDelete: SetNull)
   createdById    String?
   createdBy      User?          @relation("ActivityCreator", fields: [createdById], references: [id], onDelete: SetNull)
+  notes          Note[]
   createdAt      DateTime       @default(now())
   updatedAt      DateTime       @updatedAt
 
@@ -405,12 +406,18 @@ model Note {
   color          String?      @default("default")
   tags           String[]     @default([])
   reminderAt     DateTime?
+  /// [{ id: string, text: string, done: boolean }]
+  checklist      Json?
+  locationText   String?
+  analyzeEnabled Boolean      @default(true)
   personId       String?
   person         Person?      @relation(fields: [personId], references: [id], onDelete: SetNull)
   companyId      String?
   company        Company?     @relation(fields: [companyId], references: [id], onDelete: SetNull)
   dealId         String?
   deal           Deal?        @relation(fields: [dealId], references: [id], onDelete: SetNull)
+  activityId     String?
+  activity       Activity?    @relation(fields: [activityId], references: [id], onDelete: SetNull)
   authorId       String?
   author         User?        @relation("NoteAuthor", fields: [authorId], references: [id], onDelete: SetNull)
   attachments    NoteAttachment[]
@@ -424,6 +431,7 @@ model Note {
   @@index([personId])
   @@index([companyId])
   @@index([dealId])
+  @@index([activityId])
   @@index([authorId])
 }
 

apps/api/src/notes/dto.ts

@@ -12,6 +12,7 @@ import {
   Min,
   MinLength,
   ValidateIf,
+  ValidateNested,
 } from 'class-validator';
 
 const NOTE_TYPES = [
@@ -21,8 +22,28 @@ const NOTE_TYPES = [
   'important',
   'warning',
   'next_action',
+  'follow_up',
+  'idea',
+  'suggestion',
+  'personal',
 ] as const;
 
+const NOTE_SORTS = ['updatedAt', 'createdAt', 'reminderAt'] as const;
+
+export class NoteChecklistItemDto {
+  @IsString()
+  @MinLength(1)
+  @MaxLength(64)
+  id!: string;
+
+  @IsString()
+  @MaxLength(500)
+  text!: string;
+
+  @IsBoolean()
+  done!: boolean;
+}
+
 export class ListNotesQueryDto {
   @IsOptional()
   @IsString()
@@ -53,6 +74,10 @@ export class ListNotesQueryDto {
   @IsIn(NOTE_TYPES)
   noteType?: (typeof NOTE_TYPES)[number];
 
+  @IsOptional()
+  @IsIn(NOTE_SORTS)
+  sort?: (typeof NOTE_SORTS)[number];
+
   @IsOptional()
   @Type(() => Number)
   @IsInt()
@@ -101,6 +126,22 @@ export class CreateNoteDto {
   @IsDateString()
   reminderAt?: string | null;
 
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => NoteChecklistItemDto)
+  checklist?: NoteChecklistItemDto[];
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(500)
+  locationText?: string | null;
+
+  @IsOptional()
+  @IsBoolean()
+  analyzeEnabled?: boolean;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -115,6 +156,11 @@ export class CreateNoteDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   dealId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  activityId?: string | null;
 }
 
 export class UpdateNoteDto {
@@ -153,6 +199,22 @@ export class UpdateNoteDto {
   @IsDateString()
   reminderAt?: string | null;
 
+  @IsOptional()
+  @IsArray()
+  @ValidateNested({ each: true })
+  @Type(() => NoteChecklistItemDto)
+  checklist?: NoteChecklistItemDto[];
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(500)
+  locationText?: string | null;
+
+  @IsOptional()
+  @IsBoolean()
+  analyzeEnabled?: boolean;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -167,6 +229,11 @@ export class UpdateNoteDto {
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
   dealId?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  activityId?: string | null;
 }
 
 class NoteAiNextActionDtoClass {

apps/api/src/notes/notes.controller.ts

@@ -43,6 +43,7 @@ export class NotesController {
       dealId: query.dealId,
       tag: query.tag,
       noteType: query.noteType,
+      sort: query.sort,
       page: query.page ?? 1,
       limit: query.limit ?? 50,
     });

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

@@ -6,6 +6,7 @@ import {
 import type {
   CreateNoteRequest,
   NoteAttachmentDto,
+  NoteChecklistItemDto,
   NoteDto,
   PaginatedResponse,
   UpdateNoteRequest,
@@ -32,11 +33,15 @@ type NoteRow = {
   color: string | null;
   tags: string[];
   reminderAt: Date | null;
+  checklist: Prisma.JsonValue | null;
+  locationText: string | null;
+  analyzeEnabled: boolean;
   createdAt: Date;
   updatedAt: Date;
   person: { id: string; firstName: string; lastName: string } | null;
   company: { id: string; name: string } | null;
   deal: { id: string; title: string } | null;
+  activity: { id: string; title: string } | null;
   author: { id: string; fullName: string } | null;
   attachments: Array<{
     id: string;
@@ -51,6 +56,7 @@ const include = {
   person: { select: { id: true, firstName: true, lastName: true } },
   company: { select: { id: true, name: true } },
   deal: { select: { id: true, title: true } },
+  activity: { select: { id: true, title: true } },
   author: { select: { id: true, fullName: true } },
   attachments: {
     select: {
@@ -81,6 +87,12 @@ const ALLOWED_MIME = new Set([
   'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
   'application/zip',
   'application/x-zip-compressed',
+  'audio/webm',
+  'audio/wav',
+  'audio/mpeg',
+  'audio/mp4',
+  'audio/ogg',
+  'audio/x-m4a',
 ]);
 
 @Injectable()
@@ -101,6 +113,7 @@ export class NotesService {
       dealId?: string;
       tag?: string;
       noteType?: string;
+      sort?: 'updatedAt' | 'createdAt' | 'reminderAt';
       page?: number;
       limit?: number;
     },
@@ -131,11 +144,17 @@ export class NotesService {
         : access),
     };
 
+    const sortField = opts.sort ?? 'updatedAt';
+    const orderBy: Prisma.NoteOrderByWithRelationInput[] = [
+      { pinned: 'desc' },
+      { [sortField]: 'desc' },
+    ];
+
     const [rows, total] = await this.prisma.$transaction([
       this.prisma.note.findMany({
         where,
         include,
-        orderBy: [{ pinned: 'desc' }, { updatedAt: 'desc' }],
+        orderBy,
         skip: (page - 1) * limit,
         take: limit,
       }),
@@ -174,6 +193,8 @@ export class NotesService {
       actor ?? { userId, role: 'owner' },
       dto,
     );
+    const analyzeEnabled = dto.analyzeEnabled !== false;
+    const checklist = parseChecklist(dto.checklist);
     const row = await this.prisma.note.create({
       data: {
         organizationId,
@@ -185,9 +206,15 @@ export class NotesService {
         color: emptyToNull(dto.color) ?? 'default',
         tags: normalizeTags(dto.tags),
         reminderAt: dto.reminderAt ? new Date(dto.reminderAt) : null,
+        checklist: checklist.length
+          ? (checklist as unknown as Prisma.InputJsonValue)
+          : Prisma.JsonNull,
+        locationText: emptyToNull(dto.locationText ?? null),
+        analyzeEnabled,
         personId: emptyToNull(dto.personId ?? null),
         companyId: emptyToNull(dto.companyId ?? null),
         dealId: emptyToNull(dto.dealId ?? null),
+        activityId: emptyToNull(dto.activityId ?? null),
       },
       include,
     });
@@ -213,9 +240,24 @@ export class NotesService {
     if ('reminderAt' in dto) {
       data.reminderAt = dto.reminderAt ? new Date(dto.reminderAt) : null;
     }
+    if (dto.checklist !== undefined) {
+      const checklist = parseChecklist(dto.checklist);
+      data.checklist = checklist.length
+        ? (checklist as unknown as Prisma.InputJsonValue)
+        : Prisma.JsonNull;
+    }
+    if ('locationText' in dto) {
+      data.locationText = emptyToNull(dto.locationText ?? null);
+    }
+    if (dto.analyzeEnabled !== undefined) {
+      data.analyzeEnabled = dto.analyzeEnabled;
+    }
     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);
+    if ('activityId' in dto) {
+      data.activityId = emptyToNull(dto.activityId ?? null);
+    }
 
     const row = await this.prisma.note.update({
       where: { id },
@@ -308,7 +350,7 @@ export class NotesService {
     const mimeType = (file.mimetype || '').toLowerCase();
     if (!ALLOWED_MIME.has(mimeType)) {
       throw new BadRequestException(
-        'نوع فایل مجاز نیست. تصویر، PDF، Word، Excel، متن یا ZIP بفرستید.',
+        'نوع فایل مجاز نیست. تصویر، PDF، Word، Excel، متن، ZIP یا صوت بفرستید.',
       );
     }
 
@@ -404,11 +446,13 @@ export class NotesService {
       personId?: string | null;
       companyId?: string | null;
       dealId?: string | null;
+      activityId?: string | null;
     },
   ) {
     const personId = emptyToNull(dto.personId ?? null);
     const companyId = emptyToNull(dto.companyId ?? null);
     const dealId = emptyToNull(dto.dealId ?? null);
+    const activityId = emptyToNull(dto.activityId ?? null);
     const scope = ownerWhere(actor);
 
     if (personId) {
@@ -432,6 +476,13 @@ export class NotesService {
       });
       if (!deal) throw new BadRequestException('معامله انتخاب‌شده معتبر نیست');
     }
+    if (activityId) {
+      const activity = await this.prisma.activity.findFirst({
+        where: { id: activityId, organizationId },
+        select: { id: true },
+      });
+      if (!activity) throw new BadRequestException('فعالیت انتخاب‌شده معتبر نیست');
+    }
   }
 
   private toDto(row: NoteRow): NoteDto {
@@ -444,6 +495,9 @@ export class NotesService {
       color: row.color,
       tags: row.tags,
       reminderAt: row.reminderAt?.toISOString() ?? null,
+      checklist: parseChecklist(row.checklist),
+      locationText: row.locationText ?? null,
+      analyzeEnabled: row.analyzeEnabled ?? true,
       person: row.person
         ? {
             id: row.person.id,
@@ -452,6 +506,7 @@ export class NotesService {
         : null,
       company: row.company,
       deal: row.deal,
+      activity: row.activity,
       author: row.author,
       attachments: (row.attachments ?? []).map((a) => this.toAttachmentDto(a)),
       createdAt: row.createdAt.toISOString(),
@@ -500,3 +555,21 @@ function sanitizeFileName(raw: string): string {
   const trimmed = base.trim() || 'file';
   return trimmed.slice(0, 180);
 }
+
+function parseChecklist(raw: unknown): NoteChecklistItemDto[] {
+  if (!Array.isArray(raw)) return [];
+  const items: NoteChecklistItemDto[] = [];
+  for (const entry of raw) {
+    if (!entry || typeof entry !== 'object') continue;
+    const rec = entry as Record<string, unknown>;
+    const id = typeof rec.id === 'string' ? rec.id.trim() : '';
+    const text = typeof rec.text === 'string' ? rec.text.trim() : '';
+    if (!id && !text) continue;
+    items.push({
+      id: id || randomUUID(),
+      text: text.slice(0, 500),
+      done: Boolean(rec.done),
+    });
+  }
+  return items.slice(0, 50);
+}

packages/shared/src/index.ts

@@ -548,7 +548,11 @@ export type NoteType =
   | "meeting"
   | "important"
   | "warning"
-  | "next_action";
+  | "next_action"
+  | "follow_up"
+  | "idea"
+  | "suggestion"
+  | "personal";
 
 export interface NoteAttachmentDto {
   id: string;
@@ -558,6 +562,12 @@ export interface NoteAttachmentDto {
   createdAt: string;
 }
 
+export interface NoteChecklistItemDto {
+  id: string;
+  text: string;
+  done: boolean;
+}
+
 export interface NoteDto {
   id: string;
   title: string | null;
@@ -567,9 +577,13 @@ export interface NoteDto {
   color: string | null;
   tags: string[];
   reminderAt: string | null;
+  checklist: NoteChecklistItemDto[];
+  locationText: string | null;
+  analyzeEnabled: boolean;
   person: PersonSummaryDto | null;
   company: CompanySummaryDto | null;
   deal: DealSummaryDto | null;
+  activity: { id: string; title: string } | null;
   author: UserSummaryDto | null;
   attachments: NoteAttachmentDto[];
   createdAt: string;
@@ -584,9 +598,13 @@ export interface CreateNoteRequest {
   color?: string;
   tags?: string[];
   reminderAt?: string | null;
+  checklist?: NoteChecklistItemDto[];
+  locationText?: string | null;
+  analyzeEnabled?: boolean;
   personId?: string | null;
   companyId?: string | null;
   dealId?: string | null;
+  activityId?: string | null;
 }
 
 export interface UpdateNoteRequest {
@@ -597,9 +615,13 @@ export interface UpdateNoteRequest {
   color?: string | null;
   tags?: string[];
   reminderAt?: string | null;
+  checklist?: NoteChecklistItemDto[];
+  locationText?: string | null;
+  analyzeEnabled?: boolean;
   personId?: string | null;
   companyId?: string | null;
   dealId?: string | null;
+  activityId?: string | null;
 }
 
 export type NoteAiSuggestionStatus =