Notes TCP API¶

Notes are CRM timeline records displayed inside the customer card.

Tasks and calendar events are intentionally separate future modules. Notes are used only for manual notes, system records, and imported CRM timeline records.

The main message body is stored in ast_json. It can be sent as a JSON object, JSON array, or JSON string.

Access Control¶

All notes methods require one of:

SESSION_MANAGER
SESSION_ADMIN
SESSION_DEALER
SESSION_CRM_MANAGER
SESSION_CRM_ADMIN

Commands¶

MngAddNote
MngUpdateNote
MngDeleteNote
MngArchiveNote
MngGetNote
MngGetNotesByCustomerId

Core Fields¶

Field	Type	Description
`id`	int	Note id
`brand`	string	Brand namespace
`customer_id`	int	Linked customer id
`lead_id`	int	Optional linked lead id
`login`	int	Optional linked trading account login
`manager_id`	int	Responsible manager
`created_by`	int	Creator manager id
`updated_by`	int	Last updater manager id
`type`	int	`0` note, `1` record
`status`	int	`0` active, `1` archive
`source`	int	`0` manual, `1` system, `2` import
`ast_json`	object/array/string	AST message body
`text`	string	Plain preview/search text
`files_json`	object/array/string	Optional files payload
`created_time`, `updated_time`, `archive_time`	time_t	Unix timestamps
`import_batch_id`, `old_id`	string	Import compatibility fields
`meta_json`	string	Optional JSON extension payload

List Scope¶

Notes are listed only through MngGetNotesByCustomerId.

The list method supports:

customer_id
limit
offset
optional like search over text

Rows are returned ordered by created_time DESC, id DESC.