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Notes

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FieldValue
Composer packagecapell-app/notes
Package slugnotes
Product groupCapell Engagement & CRM
Tierfree
Bundleengagement-crm
Runtime contextsadmin
Capell version^1.0
Catalogue roleextension
Release channelBeta
Source repositorycapell-app/packages
Source pathpackages/notes
Docs sourcepackages/notes/docs
Manifestcapell.json

Notes is an Available, Schema-owning Capell package in the Capell Engagement & CRM product group. It ships as capell-app/notes and extends these surfaces: admin.

Notes adds private record notes with assignments, mentions, reminders, completion state, and an inbox for work needing attention.

Admin users can add a note from supported records, assign colleagues, mention people, set reminders, and work through their Notes inbox.

Status details:

  • Status: Available
  • Tier: free
  • Bundle: engagement-crm
  • Composer package: capell-app/notes
  • Namespace: Capell\Notes
  • Theme key: not applicable

For developers: Note creation, visibility, assignment, reminders, and notifications are split into Actions behind a reusable Notes manager.

For teams: Editors can coordinate follow-up beside the record being discussed without exposing internal notes on the public site.

Screenshot contract: docs/screenshots.json.

User-menu notes item with attention badge User-menu notes item with attention badge Notes inbox page Notes inbox page
  • User-menu notes item with attention badge (admin, required evidence).
  • Notes inbox page (admin, required evidence).
  • Record-level Add note modal (admin, required evidence).
  • Empty notes inbox state (admin, required evidence).
  • Notes inbox with assigned, mentioned, and lifecycle controls (admin, supplementary evidence).
  • Notes inbox page with admin sidebar menu open (admin, supplementary evidence).
  • Capell\Notes\Providers\NotesServiceProvider
  • Capell\Notes\Providers\ConsoleServiceProvider
  • Capell\Notes\Providers\AdminServiceProvider
  • packages/notes/config/capell-notes.php
  • packages/notes/database/migrations/2026_05_10_190862_01_create_notes_tables.php
  • packages/notes/database/migrations/2026_07_10_000002_encrypt_note_bodies.php
  • Note
  • NoteAssignment
  • NoteMention
  • NoteReminder
  • CreateNoteResourceHeaderActionExtender
  • NotesInboxPage
  • NotePolicy
  • AssignNoteUsersAction
  • BuildSubjectNotesAction
  • BuildUserAttentionCountsAction
  • BuildUserInboxNotesAction
  • CanViewNoteAction
  • CompleteNoteAssignmentAction
  • CreateNoteAction
  • MarkNoteMentionsReadAction
  • MentionNoteUsersAction
  • PrepareEmptyNotesScreenshotInboxAction
  • PruneNotesForDeletedParticipantAction
  • PruneNotesForDeletedSubjectAction
  • ReopenNoteAction
  • ResolveNoteAction
  • ResolveNoteParticipantsAction
  • SendDueNoteReminderNotificationsAction
  • SendNoteAssignmentNotificationsAction
  • SendNoteMentionNotificationsAction
  • UpsertNoteReminderAction
  • CreateNoteData
  • NoteReminderData
  • UserAttentionCountData
  • capell:notes-demo
  • capell:notes:send-due-reminders
  • capell:notes:send-due-reminders (everyFiveMinutes; package registered)
  • DemoCommand
  • SendDueNoteRemindersCommand
  • admin-action-extender: Capell\Notes\Manifest\NotesAdminActionExtenderContribution
  • admin-page: Capell\Notes\Manifest\NotesAdminPageContribution
  • console-command: Capell\Notes\Manifest\NotesConsoleCommandsContribution
  • health-check: Capell\Notes\Manifest\NotesHealthContribution
  • model: Capell\Notes\Manifest\NotesModelsContribution
  • scheduled-job: Capell\Notes\Manifest\NotesReminderScheduleContribution
  • Capell\Notes\Health\NotesHealthCheck
  • packages/notes/resources/views/filament/pages/notes-inbox.blade.php
  • Required tables: notes, note_assignments, note_mentions, note_reminders.
  • Models: Note, NoteAssignment, NoteMention, NoteReminder.
  • Migration files: 2026_05_10_190862_01_create_notes_tables.php, 2026_07_10_000002_encrypt_note_bodies.php.
  • Migration impact: run host migrations through the package install flow before opening package surfaces.
  • Deletion/retention behaviour: migrations declare cascade-on-delete relationships; no timed pruning or retention schedule is declared in capell.json.
  • Required packages: capell-app/admin, capell-app/core.
  • Admin navigation: declares admin-page: NotesAdminPageContribution; each Filament page or resource controls its own navigation visibility.
  • Admin/editor extensions: admin-action-extender: NotesAdminActionExtenderContribution.
  • Permissions: View:Note, Resolve:Note, Reopen:Note, CompleteAssignment:Note; access also governed by package policies: NotePolicy.
  • Public routes: none declared.
  • Database changes: package migrations are declared.
  • Config: config/capell-notes.php.
  • Settings: no package settings declared.
  • Queues or schedules: scheduled commands capell:notes:send-due-reminders (everyFiveMinutes; package registered).
  • Cache tags: none declared.
  • Commands: capell:notes-demo, capell:notes:send-due-reminders.
  • Keep required Capell packages on compatible v4 releases: capell-app/admin, capell-app/core.
  • Run migrations before opening package resources or public routes.
  • Review package configuration before production-like verification: config/capell-notes.php.
  • Keep the host Laravel scheduler running so package-registered schedules can execute: capell:notes:send-due-reminders (everyFiveMinutes; package registered).
SymptomLikely causeCheckFix
Package surface is missing after installProvider or manifest is not loadedConfirm capell.json, package composer.json, and provider registrationReinstall the package, refresh Composer autoload, and clear host caches
Admin screen or command fails on missing tablePackage migrations have not runCheck the tables listed in Data ModelRun host migrations and rerun the focused package test
Background work does not runQueue worker or declared schedule is not activeCheck the jobs and scheduled commands listed in Technical ShapeStart the queue worker or host scheduler, then run the focused command or package test
  1. Install the package: composer require capell-app/notes.
  2. See it working: run php artisan capell:notes-demo.
  3. Open the package admin surface at /admin/notes and confirm Notes is available.