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Add quick fields to lead note modal#254

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JacobCoffee merged 1 commit intomainfrom
fix/lead-quick-fields
Apr 11, 2026
Merged

Add quick fields to lead note modal#254
JacobCoffee merged 1 commit intomainfrom
fix/lead-quick-fields

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Summary

Replaces the plain textarea note modal with a structured form:

  • Interest level — Hot / Warm / Cold segment control
  • Follow-up actions — tappable chips: Send info, Schedule demo, Newsletter, Hiring, Partnership
  • Freeform notes — textarea for additional context

All fields compose into a single text string (Interest: hot\nFollow-up: Send info, Hiring\nNotes: Great candidate...) that gets saved to the existing notes API — no backend changes needed.

Existing plain text notes are preserved in the freeform field. Structured notes round-trip correctly (open -> edit -> save -> reopen).

Test plan

  • Open note modal from scan list — shows structured fields
  • Select interest level, toggle follow-up chips, add text
  • Save and reopen — fields restore correctly
  • Old plain text notes show in freeform field
  • Composed note text stays under 4000 char limit

🤖 Generated with Claude Code

Replaces plain textarea with structured note form:
- Interest level segment (Hot / Warm / Cold)
- Follow-up action chips (Send info, Schedule demo, Newsletter, Hiring, Partnership)
- Freeform notes textarea

All fields compose into a single text note for the API (no backend
changes needed). Existing plain text notes parsed into freeform field.
Structured notes round-trip: compose -> save -> reopen -> parse back.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@JacobCoffee JacobCoffee force-pushed the fix/lead-quick-fields branch from 68011e3 to bad3425 Compare April 11, 2026 21:45
@JacobCoffee JacobCoffee merged commit 290c3bd into main Apr 11, 2026
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@JacobCoffee JacobCoffee deleted the fix/lead-quick-fields branch April 11, 2026 21:49
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