Add notes timeline, tasks, reassign, and audit log

Schema:
- New migration creates lead_notes, lead_tasks, and audit_log tables

Backend:
- /leads/:id/notes [GET, POST] and /leads/:id/notes/:noteId [DELETE]
  scoped to lead access (rop or owner). Notes are append-only history.
- /leads/:id/tasks [GET, POST] and /leads/:id/tasks/:taskId [PATCH, DELETE]
  with kind (call, meeting, proposal, other), title, due_date, and
  completed_at. Auto-assigns to lead owner; rop may override.
- /tasks/upcoming returns active tasks due today or earlier for the
  current user (rop sees all).
- /leads/:id/reassign (rop only) updates created_by and writes audit
  entry. Validates target is a known manager.
- /managers lists available managers.
- /audit (rop only) returns filtered audit log.
- New audit() helper writes entries fire-and-forget.

Frontend:
- NotesPanel: timeline of notes per lead with add and per-author delete
- TasksPanel: checkable to-do list with kind/due/title, expandable
  completed section, color-coded overdue/today
- ReassignWidget (rop): dropdown of managers and confirm
- BellMenu now combines tasks (overdue + today) with legacy lead-level
  reminders in one dropdown
- LeadCardView: 2-column grid for TasksPanel/NotesPanel, ReassignWidget
  in header, wider container (max-w-5xl)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

leadscore/backend/src/audit.ts

@@ -0,0 +1,19 @@
+import { query } from './db.js';
+
+export async function audit(
+  actor: string,
+  entity: string,
+  entityId: string,
+  action: string,
+  diff?: Record<string, unknown> | null,
+): Promise<void> {
+  try {
+    await query(
+      `INSERT INTO audit_log (actor, entity, entity_id, action, diff)
+       VALUES ($1, $2, $3, $4, $5)`,
+      [actor, entity, entityId, action, diff ? JSON.stringify(diff) : null],
+    );
+  } catch (_err) {
+    // never let audit break a request
+  }
+}

leadscore/backend/src/routes/audit.ts

@@ -0,0 +1,49 @@
+import type { FastifyInstance } from 'fastify';
+import { query } from '../db.js';
+import { requireAuth, requireRole } from '../auth.js';
+
+interface AuditRow {
+  id: string;
+  actor: string;
+  entity: string;
+  entity_id: string;
+  action: string;
+  diff: unknown;
+  created_at: Date;
+}
+
+export async function auditRoutes(app: FastifyInstance) {
+  app.get<{
+    Querystring: { entity?: string; entity_id?: string; actor?: string; limit?: string };
+  }>('/audit', async (req) => {
+    const user = await requireAuth(app, req);
+    requireRole(user, 'rop');
+
+    const where: string[] = [];
+    const params: unknown[] = [];
+    if (req.query.entity) {
+      params.push(req.query.entity);
+      where.push(`entity = $${params.length}`);
+    }
+    if (req.query.entity_id) {
+      params.push(req.query.entity_id);
+      where.push(`entity_id = $${params.length}`);
+    }
+    if (req.query.actor) {
+      params.push(req.query.actor);
+      where.push(`actor = $${params.length}`);
+    }
+    const limit = Math.min(Math.max(Number(req.query.limit ?? 100), 1), 500);
+    const whereSql = where.length ? `WHERE ${where.join(' AND ')}` : '';
+
+    const { rows } = await query<AuditRow>(
+      `SELECT id::text, actor, entity, entity_id, action, diff, created_at
+       FROM audit_log
+       ${whereSql}
+       ORDER BY created_at DESC
+       LIMIT ${limit}`,
+      params,
+    );
+    return { data: rows };
+  });
+}

leadscore/backend/src/routes/leads.ts

@@ -2,7 +2,8 @@ import type { FastifyInstance } from 'fastify';
 import { query } from '../db.js';
 import { calculateScore } from '../scoring.js';
 import { AppError } from '../errors.js';
-import { requireAuth, requireRole } from '../auth.js';
+import { listManagers, requireAuth, requireRole } from '../auth.js';
+import { audit } from '../audit.js';
 import {
   DEAL_STAGES,
   type DealStage,
@@ -566,6 +567,49 @@ export async function leadRoutes(app: FastifyInstance) {
     requireRole(user, 'rop');
     const { rowCount } = await query(`DELETE FROM leads WHERE id = $1`, [req.params.id]);
     if (!rowCount) throw AppError.notFound('Lead not found');
+    await audit(user.sub, 'lead', req.params.id, 'delete');
     return reply.code(204).send();
   });
+
+  // REASSIGN (rop only)
+  app.post<{ Params: { id: string }; Body: { assigned_to?: unknown } }>(
+    '/leads/:id/reassign',
+    async (req) => {
+      const user = await requireAuth(app, req);
+      requireRole(user, 'rop');
+      const target = typeof req.body?.assigned_to === 'string' ? req.body.assigned_to : '';
+      if (!target) throw AppError.validation('assigned_to required', { assigned_to: 'required' });
+      const managers = listManagers();
+      if (!managers.includes(target)) {
+        throw AppError.validation('unknown manager', { assigned_to: 'invalid' });
+      }
+      const { rows } = await query<LeadRow & { prev: string }>(
+        `WITH cur AS (
+           SELECT created_by AS prev FROM leads WHERE id = $1
+         )
+         UPDATE leads
+         SET created_by = $2, updated_at = NOW()
+         WHERE id = $1
+         RETURNING *, (SELECT prev FROM cur) AS prev`,
+        [req.params.id, target],
+      );
+      if (rows.length === 0) throw AppError.notFound('Lead not found');
+      const updated = rows[0];
+      await audit(user.sub, 'lead', req.params.id, 'reassign', {
+        from: updated.prev,
+        to: target,
+      });
+      return {
+        id: updated.id,
+        created_by: updated.created_by,
+        updated_at: updated.updated_at,
+      };
+    },
+  );
+
+  // MANAGERS LIST
+  app.get('/managers', async (req) => {
+    await requireAuth(app, req);
+    return { data: listManagers() };
+  });
 }

leadscore/backend/src/routes/notes.ts

@@ -0,0 +1,82 @@
+import type { FastifyInstance } from 'fastify';
+import { query } from '../db.js';
+import { requireAuth } from '../auth.js';
+import { AppError } from '../errors.js';
+
+interface NoteRow {
+  id: string;
+  lead_id: string;
+  body: string;
+  author: string;
+  created_at: Date;
+}
+
+async function checkLeadAccess(
+  app: FastifyInstance,
+  leadId: string,
+  user: { sub: string; role: string },
+): Promise<void> {
+  const { rows } = await query<{ created_by: string }>(
+    `SELECT created_by FROM leads WHERE id = $1`,
+    [leadId],
+  );
+  if (rows.length === 0) throw AppError.notFound('Lead not found');
+  if (user.role !== 'rop' && rows[0].created_by !== user.sub) {
+    throw AppError.forbidden('Not your lead');
+  }
+}
+
+export async function noteRoutes(app: FastifyInstance) {
+  app.get<{ Params: { id: string } }>('/leads/:id/notes', async (req) => {
+    const user = await requireAuth(app, req);
+    await checkLeadAccess(app, req.params.id, user);
+
+    const { rows } = await query<NoteRow>(
+      `SELECT id, lead_id, body, author, created_at
+       FROM lead_notes
+       WHERE lead_id = $1
+       ORDER BY created_at DESC`,
+      [req.params.id],
+    );
+    return { data: rows };
+  });
+
+  app.post<{ Params: { id: string }; Body: { body?: unknown } }>(
+    '/leads/:id/notes',
+    async (req) => {
+      const user = await requireAuth(app, req);
+      await checkLeadAccess(app, req.params.id, user);
+
+      const body = typeof req.body?.body === 'string' ? req.body.body.trim() : '';
+      if (!body) throw AppError.validation('body is required', { body: 'required' });
+
+      const { rows } = await query<NoteRow>(
+        `INSERT INTO lead_notes (lead_id, body, author)
+         VALUES ($1, $2, $3)
+         RETURNING id, lead_id, body, author, created_at`,
+        [req.params.id, body, user.sub],
+      );
+      return rows[0];
+    },
+  );
+
+  app.delete<{ Params: { id: string; noteId: string } }>(
+    '/leads/:id/notes/:noteId',
+    async (req, reply) => {
+      const user = await requireAuth(app, req);
+      await checkLeadAccess(app, req.params.id, user);
+
+      const { rows } = await query<{ author: string }>(
+        `SELECT author FROM lead_notes WHERE id = $1 AND lead_id = $2`,
+        [req.params.noteId, req.params.id],
+      );
+      if (rows.length === 0) throw AppError.notFound('Note not found');
+      if (user.role !== 'rop' && rows[0].author !== user.sub) {
+        throw AppError.forbidden('Not your note');
+      }
+
+      await query(`DELETE FROM lead_notes WHERE id = $1`, [req.params.noteId]);
+      return reply.code(204).send();
+    },
+  );
+}

leadscore/backend/src/routes/tasks.ts

@@ -0,0 +1,195 @@
+import type { FastifyInstance } from 'fastify';
+import { query } from '../db.js';
+import { requireAuth } from '../auth.js';
+import { AppError } from '../errors.js';
+
+const TASK_KINDS = ['call', 'meeting', 'proposal', 'other'] as const;
+type TaskKind = (typeof TASK_KINDS)[number];
+
+interface TaskRow {
+  id: string;
+  lead_id: string;
+  kind: TaskKind;
+  title: string;
+  due_date: Date | string;
+  completed_at: Date | null;
+  assigned_to: string;
+  created_at: Date;
+}
+
+function formatDateOnly(d: Date | string | null): string | null {
+  if (!d) return null;
+  if (typeof d === 'string') return d.slice(0, 10);
+  const y = d.getUTCFullYear();
+  const m = String(d.getUTCMonth() + 1).padStart(2, '0');
+  const day = String(d.getUTCDate()).padStart(2, '0');
+  return `${y}-${m}-${day}`;
+}
+
+function shape(row: TaskRow) {
+  return {
+    id: row.id,
+    lead_id: row.lead_id,
+    kind: row.kind,
+    title: row.title,
+    due_date: formatDateOnly(row.due_date),
+    completed_at: row.completed_at ? row.completed_at.toISOString() : null,
+    assigned_to: row.assigned_to,
+    created_at: row.created_at,
+  };
+}
+
+function parseKind(v: unknown): TaskKind {
+  if (typeof v !== 'string' || !(TASK_KINDS as readonly string[]).includes(v)) {
+    throw AppError.validation('kind invalid', { kind: 'invalid' });
+  }
+  return v as TaskKind;
+}
+
+function parseDate(v: unknown): string {
+  if (typeof v !== 'string' || !/^\d{4}-\d{2}-\d{2}/.test(v)) {
+    throw AppError.validation('due_date must be YYYY-MM-DD', { due_date: 'invalid' });
+  }
+  return v.slice(0, 10);
+}
+
+async function checkLeadAccess(
+  leadId: string,
+  user: { sub: string; role: string },
+): Promise<{ created_by: string }> {
+  const { rows } = await query<{ created_by: string }>(
+    `SELECT created_by FROM leads WHERE id = $1`,
+    [leadId],
+  );
+  if (rows.length === 0) throw AppError.notFound('Lead not found');
+  if (user.role !== 'rop' && rows[0].created_by !== user.sub) {
+    throw AppError.forbidden('Not your lead');
+  }
+  return rows[0];
+}
+
+export async function taskRoutes(app: FastifyInstance) {
+  app.get<{ Params: { id: string } }>('/leads/:id/tasks', async (req) => {
+    const user = await requireAuth(app, req);
+    await checkLeadAccess(req.params.id, user);
+    const { rows } = await query<TaskRow>(
+      `SELECT id, lead_id, kind, title, due_date, completed_at, assigned_to, created_at
+       FROM lead_tasks
+       WHERE lead_id = $1
+       ORDER BY completed_at NULLS FIRST, due_date ASC`,
+      [req.params.id],
+    );
+    return { data: rows.map(shape) };
+  });
+
+  app.post<{
+    Params: { id: string };
+    Body: { kind?: unknown; title?: unknown; due_date?: unknown; assigned_to?: unknown };
+  }>('/leads/:id/tasks', async (req) => {
+    const user = await requireAuth(app, req);
+    const leadOwner = await checkLeadAccess(req.params.id, user);
+    const kind = parseKind(req.body?.kind);
+    const title = typeof req.body?.title === 'string' ? req.body.title.trim() : '';
+    if (!title) throw AppError.validation('title required', { title: 'required' });
+    const due_date = parseDate(req.body?.due_date);
+    const assigned =
+      typeof req.body?.assigned_to === 'string' && user.role === 'rop'
+        ? req.body.assigned_to
+        : leadOwner.created_by;
+    const { rows } = await query<TaskRow>(
+      `INSERT INTO lead_tasks (lead_id, kind, title, due_date, assigned_to)
+       VALUES ($1, $2, $3, $4, $5)
+       RETURNING id, lead_id, kind, title, due_date, completed_at, assigned_to, created_at`,
+      [req.params.id, kind, title, due_date, assigned],
+    );
+    return shape(rows[0]);
+  });
+
+  app.patch<{
+    Params: { id: string; taskId: string };
+    Body: { completed?: unknown; title?: unknown; due_date?: unknown; kind?: unknown };
+  }>('/leads/:id/tasks/:taskId', async (req) => {
+    const user = await requireAuth(app, req);
+    await checkLeadAccess(req.params.id, user);
+
+    const { rows: existing } = await query<TaskRow>(
+      `SELECT id, lead_id, kind, title, due_date, completed_at, assigned_to, created_at
+       FROM lead_tasks
+       WHERE id = $1 AND lead_id = $2`,
+      [req.params.taskId, req.params.id],
+    );
+    if (existing.length === 0) throw AppError.notFound('Task not found');
+
+    const sets: string[] = [];
+    const params: unknown[] = [];
+    function add(col: string, val: unknown) {
+      params.push(val);
+      sets.push(`${col} = $${params.length}`);
+    }
+
+    if (req.body?.completed !== undefined) {
+      add('completed_at', req.body.completed ? new Date().toISOString() : null);
+    }
+    if (typeof req.body?.title === 'string') add('title', req.body.title.trim());
+    if (req.body?.due_date !== undefined) add('due_date', parseDate(req.body.due_date));
+    if (req.body?.kind !== undefined) add('kind', parseKind(req.body.kind));
+
+    if (sets.length === 0) return shape(existing[0]);
+
+    params.push(req.params.taskId);
+    const { rows } = await query<TaskRow>(
+      `UPDATE lead_tasks SET ${sets.join(', ')}
+       WHERE id = $${params.length}
+       RETURNING id, lead_id, kind, title, due_date, completed_at, assigned_to, created_at`,
+      params,
+    );
+    return shape(rows[0]);
+  });
+
+  app.delete<{ Params: { id: string; taskId: string } }>(
+    '/leads/:id/tasks/:taskId',
+    async (req, reply) => {
+      const user = await requireAuth(app, req);
+      await checkLeadAccess(req.params.id, user);
+      await query(`DELETE FROM lead_tasks WHERE id = $1 AND lead_id = $2`, [
+        req.params.taskId,
+        req.params.id,
+      ]);
+      return reply.code(204).send();
+    },
+  );
+
+  // upcoming tasks for current user (used by bell)
+  app.get('/tasks/upcoming', async (req) => {
+    const user = await requireAuth(app, req);
+    const params: unknown[] = [];
+    const where: string[] = [
+      `completed_at IS NULL`,
+      `due_date <= CURRENT_DATE`,
+    ];
+    if (user.role !== 'rop') {
+      params.push(user.sub);
+      where.push(`assigned_to = $${params.length}`);
+    }
+    const { rows } = await query<
+      TaskRow & { contact_name: string; company_name: string }
+    >(
+      `SELECT t.id, t.lead_id, t.kind, t.title, t.due_date, t.completed_at,
+              t.assigned_to, t.created_at,
+              l.contact_name, l.company_name
+       FROM lead_tasks t
+       JOIN leads l ON l.id = t.lead_id
+       WHERE ${where.join(' AND ')}
+       ORDER BY t.due_date ASC
+       LIMIT 50`,
+      params,
+    );
+    return {
+      data: rows.map((r) => ({
+        ...shape(r),
+        contact_name: r.contact_name,
+        company_name: r.company_name,
+      })),
+    };
+  });
+}

leadscore/backend/src/server.ts

@@ -8,6 +8,9 @@ import { healthRoutes } from './routes/health.js';
 import { statsRoutes } from './routes/stats.js';
 import { reminderRoutes } from './routes/reminders.js';
 import { intakeRoutes } from './routes/intake.js';
+import { noteRoutes } from './routes/notes.js';
+import { taskRoutes } from './routes/tasks.js';
+import { auditRoutes } from './routes/audit.js';
 
 async function buildApp() {
   const app = Fastify({
@@ -42,6 +45,9 @@ async function buildApp() {
   await app.register(statsRoutes);
   await app.register(reminderRoutes);
   await app.register(intakeRoutes);
+  await app.register(noteRoutes);
+  await app.register(taskRoutes);
+  await app.register(auditRoutes);
 
   return app;
 }

leadscore/frontend/src/api/leads.ts

@@ -164,6 +164,20 @@ export function getLead(id: string) {
   return apiFetch<Lead>(`/leads/${id}`);
 }
 
+export function reassignLead(id: string, assigned_to: string) {
+  return apiFetch<{ id: string; created_by: string; updated_at: string }>(
+    `/leads/${id}/reassign`,
+    {
+      method: 'POST',
+      body: JSON.stringify({ assigned_to }),
+    },
+  );
+}
+
+export function listManagers() {
+  return apiFetch<{ data: string[] }>('/managers');
+}
+
 export function createLead(body: CreateLeadBody) {
   return apiFetch<Lead>('/leads', {
     method: 'POST',

leadscore/frontend/src/api/notes.ts

@@ -0,0 +1,24 @@
+import { apiFetch } from './client';
+
+export interface Note {
+  id: string;
+  lead_id: string;
+  body: string;
+  author: string;
+  created_at: string;
+}
+
+export function listNotes(leadId: string) {
+  return apiFetch<{ data: Note[] }>(`/leads/${leadId}/notes`);
+}
+
+export function createNote(leadId: string, body: string) {
+  return apiFetch<Note>(`/leads/${leadId}/notes`, {
+    method: 'POST',
+    body: JSON.stringify({ body }),
+  });
+}
+
+export function deleteNote(leadId: string, noteId: string) {
+  return apiFetch<void>(`/leads/${leadId}/notes/${noteId}`, { method: 'DELETE' });
+}

leadscore/frontend/src/api/tasks.ts

@@ -0,0 +1,60 @@
+import { apiFetch } from './client';
+
+export const TASK_KINDS = ['call', 'meeting', 'proposal', 'other'] as const;
+export type TaskKind = (typeof TASK_KINDS)[number];
+
+export const TASK_KIND_LABELS: Record<TaskKind, string> = {
+  call: 'Звонок',
+  meeting: 'Встреча',
+  proposal: 'КП',
+  other: 'Другое',
+};
+
+export interface Task {
+  id: string;
+  lead_id: string;
+  kind: TaskKind;
+  title: string;
+  due_date: string | null;
+  completed_at: string | null;
+  assigned_to: string;
+  created_at: string;
+}
+
+export interface TaskWithLead extends Task {
+  contact_name: string;
+  company_name: string;
+}
+
+export function listTasks(leadId: string) {
+  return apiFetch<{ data: Task[] }>(`/leads/${leadId}/tasks`);
+}
+
+export function createTask(
+  leadId: string,
+  body: { kind: TaskKind; title: string; due_date: string; assigned_to?: string },
+) {
+  return apiFetch<Task>(`/leads/${leadId}/tasks`, {
+    method: 'POST',
+    body: JSON.stringify(body),
+  });
+}
+
+export function updateTask(
+  leadId: string,
+  taskId: string,
+  body: Partial<{ completed: boolean; title: string; due_date: string; kind: TaskKind }>,
+) {
+  return apiFetch<Task>(`/leads/${leadId}/tasks/${taskId}`, {
+    method: 'PATCH',
+    body: JSON.stringify(body),
+  });
+}
+
+export function deleteTask(leadId: string, taskId: string) {
+  return apiFetch<void>(`/leads/${leadId}/tasks/${taskId}`, { method: 'DELETE' });
+}
+
+export function getUpcomingTasks() {
+  return apiFetch<{ data: TaskWithLead[] }>('/tasks/upcoming');
+}

leadscore/frontend/src/components/BellMenu.vue

@@ -1,10 +1,12 @@
 <script setup lang="ts">
-import { onMounted, onBeforeUnmount, ref } from 'vue';
+import { computed, onMounted, onBeforeUnmount, ref } from 'vue';
 import { useRouter } from 'vue-router';
-import { getReminders, type RemindersResponse } from '@/api/reminders';
+import { getReminders, type ReminderItem } from '@/api/reminders';
+import { getUpcomingTasks, type TaskWithLead } from '@/api/tasks';
 
 const router = useRouter();
-const data = ref<RemindersResponse | null>(null);
+const reminders = ref<ReminderItem[]>([]);
+const tasks = ref<TaskWithLead[]>([]);
 const open = ref(false);
 const loading = ref(false);
 const error = ref<string | null>(null);
@@ -12,11 +14,22 @@ const root = ref<HTMLElement | null>(null);
 
 let timer: number | null = null;
 
+const todayIso = new Date().toISOString().slice(0, 10);
+
+const totalCount = computed(() => reminders.value.length + tasks.value.length);
+const overdueCount = computed(
+  () =>
+    reminders.value.filter((r) => r.is_overdue).length +
+    tasks.value.filter((t) => (t.due_date ?? '') < todayIso).length,
+);
+
 async function load() {
   loading.value = true;
   error.value = null;
   try {
-    data.value = await getReminders();
+    const [r, t] = await Promise.all([getReminders(), getUpcomingTasks()]);
+    reminders.value = r.items;
+    tasks.value = t.data;
   } catch (e) {
     error.value = (e as Error).message;
   } finally {
@@ -29,7 +42,7 @@ function toggle() {
   if (open.value) load();
 }
 
-function go(id: string) {
+function goLead(id: string) {
   open.value = false;
   router.push({ name: 'lead-card', params: { id } });
 }
@@ -47,6 +60,13 @@ function formatDate(s: string | null) {
   });
 }
 
+const kindIcon: Record<string, string> = {
+  call: '📞',
+  meeting: '🤝',
+  proposal: '📄',
+  other: '✦',
+};
+
 onMounted(() => {
   load();
   timer = window.setInterval(load, 60000);
@@ -64,7 +84,7 @@ onBeforeUnmount(() => {
     <button
       type="button"
       class="relative text-gray-600 hover:text-gray-900 p-1"
-      :title="'Напоминания: ' + (data?.count ?? 0)"
+      :title="'Напоминания: ' + totalCount"
       @click.stop="toggle"
     >
       <svg
@@ -82,28 +102,30 @@ onBeforeUnmount(() => {
         />
       </svg>
       <span
-        v-if="data && data.count > 0"
+        v-if="totalCount > 0"
         class="absolute -top-1 -right-1 min-w-[18px] h-[18px] px-1 text-[10px] font-bold rounded-full flex items-center justify-center"
-        :class="data.overdue > 0 ? 'bg-red-600 text-white' : 'bg-amber-500 text-white'"
+        :class="overdueCount > 0 ? 'bg-red-600 text-white' : 'bg-amber-500 text-white'"
       >
-        {{ data.count }}
+        {{ totalCount }}
       </span>
     </button>
 
     <div
       v-if="open"
-      class="absolute right-0 mt-2 w-80 bg-white border border-gray-200 rounded-xl shadow-lg z-50 overflow-hidden"
+      class="absolute right-0 mt-2 w-96 bg-white border border-gray-200 rounded-xl shadow-lg z-50 overflow-hidden"
     >
       <div class="px-4 py-3 border-b border-gray-100 flex items-center justify-between">
         <div>
           <div class="font-semibold text-sm">Напоминания</div>
-          <div v-if="data" class="text-xs text-gray-500 mt-0.5">
-            <span v-if="data.overdue > 0" class="text-red-600">
-              просрочено: {{ data.overdue }}
+          <div class="text-xs text-gray-500 mt-0.5">
+            <span v-if="overdueCount > 0" class="text-red-600">
+              просрочено: {{ overdueCount }}
             </span>
-            <span v-if="data.overdue > 0 && data.today > 0"> · </span>
-            <span v-if="data.today > 0">сегодня: {{ data.today }}</span>
-            <span v-if="data.count === 0">всё под контролем 🎉</span>
+            <span v-if="overdueCount > 0 && totalCount > overdueCount"> · </span>
+            <span v-if="totalCount > overdueCount">
+              на сегодня: {{ totalCount - overdueCount }}
+            </span>
+            <span v-if="totalCount === 0">всё под контролем 🎉</span>
           </div>
         </div>
         <button
@@ -115,20 +137,57 @@ onBeforeUnmount(() => {
         </button>
       </div>
 
-      <div v-if="loading && !data" class="px-4 py-6 text-sm text-gray-500">Загрузка…</div>
+      <div v-if="loading && totalCount === 0" class="px-4 py-6 text-sm text-gray-500">Загрузка…</div>
       <div v-else-if="error" class="px-4 py-6 text-sm text-red-600">{{ error }}</div>
       <div
-        v-else-if="data && data.items.length === 0"
+        v-else-if="totalCount === 0"
         class="px-4 py-6 text-sm text-gray-500 text-center"
       >
-        Нет просроченных касаний.
+        Нет активных напоминаний.
       </div>
-      <ul v-else-if="data" class="max-h-96 overflow-y-auto">
+
+      <div v-else class="max-h-[28rem] overflow-y-auto">
+        <div v-if="tasks.length > 0">
+          <div class="px-4 pt-3 pb-1 text-[10px] font-semibold uppercase tracking-widest text-gray-400">
+            Задачи
+          </div>
+          <ul>
             <li
-          v-for="r in data.items"
+              v-for="t in tasks"
+              :key="t.id"
+              class="px-4 py-2 border-t border-gray-100 hover:bg-gray-50 cursor-pointer text-sm"
+              @click="goLead(t.lead_id)"
+            >
+              <div class="flex items-start justify-between gap-2">
+                <div class="min-w-0">
+                  <div class="font-medium truncate">
+                    {{ kindIcon[t.kind] }} {{ t.title }}
+                  </div>
+                  <div class="text-xs text-gray-500 truncate">
+                    {{ t.contact_name }} · {{ t.company_name }}
+                  </div>
+                </div>
+                <div
+                  class="text-xs whitespace-nowrap tabular-nums"
+                  :class="(t.due_date ?? '') < todayIso ? 'text-red-600 font-medium' : 'text-amber-600'"
+                >
+                  {{ (t.due_date ?? '') < todayIso ? '⚠ ' : '' }}{{ formatDate(t.due_date) }}
+                </div>
+              </div>
+            </li>
+          </ul>
+        </div>
+
+        <div v-if="reminders.length > 0">
+          <div class="px-4 pt-3 pb-1 text-[10px] font-semibold uppercase tracking-widest text-gray-400">
+            Касания по лидам
+          </div>
+          <ul>
+            <li
+              v-for="r in reminders"
               :key="r.id"
-          class="px-4 py-3 border-t border-gray-100 hover:bg-gray-50 cursor-pointer text-sm"
-          @click="go(r.id)"
+              class="px-4 py-2 border-t border-gray-100 hover:bg-gray-50 cursor-pointer text-sm"
+              @click="goLead(r.id)"
             >
               <div class="flex items-start justify-between gap-2">
                 <div class="min-w-0">
@@ -136,7 +195,7 @@ onBeforeUnmount(() => {
                   <div class="text-xs text-gray-500 truncate">{{ r.company_name }}</div>
                 </div>
                 <div
-              class="text-xs whitespace-nowrap"
+                  class="text-xs whitespace-nowrap tabular-nums"
                   :class="r.is_overdue ? 'text-red-600 font-medium' : 'text-amber-600'"
                 >
                   {{ r.is_overdue ? '⚠ ' : '' }}{{ formatDate(r.next_action_date) }}
@@ -146,4 +205,6 @@ onBeforeUnmount(() => {
           </ul>
         </div>
       </div>
+    </div>
+  </div>
 </template>

leadscore/frontend/src/components/NotesPanel.vue

@@ -0,0 +1,120 @@
+<script setup lang="ts">
+import { onMounted, ref } from 'vue';
+import { useAuthStore } from '@/stores/auth';
+import { useToast } from '@/composables/useToast';
+import { createNote, deleteNote, listNotes, type Note } from '@/api/notes';
+
+const props = defineProps<{ leadId: string }>();
+
+const auth = useAuthStore();
+const toast = useToast();
+const notes = ref<Note[]>([]);
+const loading = ref(false);
+const draft = ref('');
+const submitting = ref(false);
+
+async function load() {
+  loading.value = true;
+  try {
+    const res = await listNotes(props.leadId);
+    notes.value = res.data;
+  } catch (e) {
+    toast.error((e as Error).message);
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function add() {
+  const text = draft.value.trim();
+  if (!text) return;
+  submitting.value = true;
+  try {
+    const created = await createNote(props.leadId, text);
+    notes.value.unshift(created);
+    draft.value = '';
+  } catch (e) {
+    toast.error((e as Error).message);
+  } finally {
+    submitting.value = false;
+  }
+}
+
+async function remove(id: string) {
+  if (!confirm('Удалить заметку?')) return;
+  try {
+    await deleteNote(props.leadId, id);
+    notes.value = notes.value.filter((n) => n.id !== id);
+  } catch (e) {
+    toast.error((e as Error).message);
+  }
+}
+
+function fmt(s: string) {
+  return new Date(s).toLocaleString('ru-RU', {
+    day: '2-digit',
+    month: '2-digit',
+    hour: '2-digit',
+    minute: '2-digit',
+  });
+}
+
+function canDelete(n: Note) {
+  return auth.isRop || n.author === auth.user?.username;
+}
+
+onMounted(load);
+</script>
+
+<template>
+  <div class="card-pad space-y-4">
+    <h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">
+      Заметки
+    </h2>
+    <form class="space-y-2" @submit.prevent="add">
+      <textarea
+        v-model="draft"
+        rows="2"
+        placeholder="Добавить заметку…"
+        class="input-base !text-sm"
+      />
+      <div class="flex justify-end">
+        <button
+          type="submit"
+          class="btn-primary !py-1.5 text-xs"
+          :disabled="!draft.trim() || submitting"
+        >
+          {{ submitting ? 'Сохраняем…' : 'Добавить' }}
+        </button>
+      </div>
+    </form>
+
+    <div v-if="loading" class="text-xs text-gray-400">Загрузка…</div>
+    <div v-else-if="notes.length === 0" class="text-xs text-gray-400 italic">
+      Заметок пока нет.
+    </div>
+    <ul v-else class="space-y-3">
+      <li
+        v-for="n in notes"
+        :key="n.id"
+        class="border-l-2 border-gray-200 pl-3 group"
+      >
+        <div class="flex items-center justify-between gap-2">
+          <div class="text-xs text-gray-500">
+            <span class="font-medium text-gray-700">{{ n.author }}</span>
+            · {{ fmt(n.created_at) }}
+          </div>
+          <button
+            v-if="canDelete(n)"
+            type="button"
+            class="text-[10px] text-gray-400 hover:text-red-600 opacity-0 group-hover:opacity-100 transition"
+            @click="remove(n.id)"
+          >
+            удалить
+          </button>
+        </div>
+        <p class="text-sm mt-1 whitespace-pre-wrap">{{ n.body }}</p>
+      </li>
+    </ul>
+  </div>
+</template>

leadscore/frontend/src/components/ReassignWidget.vue

@@ -0,0 +1,54 @@
+<script setup lang="ts">
+import { onMounted, ref } from 'vue';
+import { useToast } from '@/composables/useToast';
+import { listManagers, reassignLead } from '@/api/leads';
+
+const props = defineProps<{ leadId: string; currentOwner: string }>();
+const emit = defineEmits<{ (e: 'reassigned', newOwner: string): void }>();
+
+const managers = ref<string[]>([]);
+const target = ref('');
+const submitting = ref(false);
+const toast = useToast();
+
+onMounted(async () => {
+  try {
+    const res = await listManagers();
+    managers.value = res.data;
+    target.value = props.currentOwner;
+  } catch (e) {
+    toast.error((e as Error).message);
+  }
+});
+
+async function submit() {
+  if (!target.value || target.value === props.currentOwner) return;
+  submitting.value = true;
+  try {
+    await reassignLead(props.leadId, target.value);
+    toast.success(`Лид передан ${target.value}`);
+    emit('reassigned', target.value);
+  } catch (e) {
+    toast.error((e as Error).message);
+  } finally {
+    submitting.value = false;
+  }
+}
+</script>
+
+<template>
+  <div class="flex items-center gap-2 text-sm">
+    <label class="text-xs text-gray-500">Передать:</label>
+    <select v-model="target" class="input-base !w-auto !py-1.5 text-xs">
+      <option v-for="m in managers" :key="m" :value="m">{{ m }}</option>
+    </select>
+    <button
+      type="button"
+      class="btn-secondary !py-1 text-xs"
+      :disabled="submitting || target === currentOwner"
+      @click="submit"
+    >
+      {{ submitting ? '…' : 'Переназначить' }}
+    </button>
+  </div>
+</template>

leadscore/frontend/src/components/TasksPanel.vue

@@ -0,0 +1,226 @@
+<script setup lang="ts">
+import { onMounted, reactive, ref, computed } from 'vue';
+import { useToast } from '@/composables/useToast';
+import {
+  TASK_KINDS,
+  TASK_KIND_LABELS,
+  createTask,
+  deleteTask,
+  listTasks,
+  updateTask,
+  type Task,
+  type TaskKind,
+} from '@/api/tasks';
+
+const props = defineProps<{ leadId: string }>();
+
+const toast = useToast();
+const tasks = ref<Task[]>([]);
+const loading = ref(false);
+
+const draft = reactive<{ kind: TaskKind; title: string; due_date: string }>({
+  kind: 'call',
+  title: '',
+  due_date: new Date().toISOString().slice(0, 10),
+});
+
+const showForm = ref(false);
+
+async function load() {
+  loading.value = true;
+  try {
+    const res = await listTasks(props.leadId);
+    tasks.value = res.data;
+  } catch (e) {
+    toast.error((e as Error).message);
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function add() {
+  if (!draft.title.trim()) return;
+  try {
+    const created = await createTask(props.leadId, {
+      kind: draft.kind,
+      title: draft.title.trim(),
+      due_date: draft.due_date,
+    });
+    tasks.value.push(created);
+    tasks.value.sort(sortTasks);
+    draft.title = '';
+    showForm.value = false;
+    toast.success('Задача добавлена');
+  } catch (e) {
+    toast.error((e as Error).message);
+  }
+}
+
+async function toggle(t: Task) {
+  try {
+    const updated = await updateTask(props.leadId, t.id, {
+      completed: !t.completed_at,
+    });
+    Object.assign(t, updated);
+    tasks.value.sort(sortTasks);
+  } catch (e) {
+    toast.error((e as Error).message);
+  }
+}
+
+async function remove(t: Task) {
+  if (!confirm(`Удалить задачу «${t.title}»?`)) return;
+  try {
+    await deleteTask(props.leadId, t.id);
+    tasks.value = tasks.value.filter((x) => x.id !== t.id);
+  } catch (e) {
+    toast.error((e as Error).message);
+  }
+}
+
+function sortTasks(a: Task, b: Task) {
+  if (!a.completed_at && b.completed_at) return -1;
+  if (a.completed_at && !b.completed_at) return 1;
+  return (a.due_date ?? '').localeCompare(b.due_date ?? '');
+}
+
+const todayIso = new Date().toISOString().slice(0, 10);
+
+const kindIcon: Record<TaskKind, string> = {
+  call: '📞',
+  meeting: '🤝',
+  proposal: '📄',
+  other: '✦',
+};
+
+function fmtDue(s: string | null) {
+  if (!s) return '';
+  return new Date(s + 'T00:00:00').toLocaleDateString('ru-RU', {
+    day: '2-digit',
+    month: '2-digit',
+  });
+}
+
+const upcoming = computed(() => tasks.value.filter((t) => !t.completed_at));
+const done = computed(() => tasks.value.filter((t) => t.completed_at));
+
+onMounted(load);
+</script>
+
+<template>
+  <div class="card-pad space-y-4">
+    <div class="flex items-center justify-between">
+      <h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">Задачи</h2>
+      <button
+        type="button"
+        class="btn-ghost !py-1 text-xs"
+        @click="showForm = !showForm"
+      >
+        {{ showForm ? 'Отмена' : '+ Добавить' }}
+      </button>
+    </div>
+
+    <form
+      v-if="showForm"
+      class="space-y-2 border border-gray-200 rounded-lg p-3 bg-gray-50/40"
+      @submit.prevent="add"
+    >
+      <div class="flex gap-2">
+        <select v-model="draft.kind" class="input-base !w-auto !py-1.5 text-xs">
+          <option v-for="k in TASK_KINDS" :key="k" :value="k">
+            {{ kindIcon[k] }} {{ TASK_KIND_LABELS[k] }}
+          </option>
+        </select>
+        <input
+          v-model="draft.due_date"
+          type="date"
+          class="input-base !w-auto !py-1.5 text-xs"
+        />
+        <input
+          v-model="draft.title"
+          type="text"
+          placeholder="Что сделать?"
+          class="input-base !py-1.5 text-sm flex-1"
+        />
+      </div>
+      <div class="flex justify-end">
+        <button type="submit" class="btn-primary !py-1 text-xs" :disabled="!draft.title.trim()">
+          Сохранить
+        </button>
+      </div>
+    </form>
+
+    <div v-if="loading" class="text-xs text-gray-400">Загрузка…</div>
+    <div
+      v-else-if="tasks.length === 0"
+      class="text-xs text-gray-400 italic"
+    >
+      Задач пока нет.
+    </div>
+
+    <ul v-if="upcoming.length > 0" class="space-y-1.5">
+      <li
+        v-for="t in upcoming"
+        :key="t.id"
+        class="flex items-center gap-2 group"
+      >
+        <button
+          type="button"
+          class="w-4 h-4 rounded border border-gray-300 hover:border-gray-900 transition flex items-center justify-center"
+          @click="toggle(t)"
+        ></button>
+        <span class="text-base">{{ kindIcon[t.kind] }}</span>
+        <span class="text-sm flex-1 truncate">{{ t.title }}</span>
+        <span
+          class="text-xs tabular-nums whitespace-nowrap"
+          :class="
+            t.due_date && t.due_date < todayIso
+              ? 'text-red-600 font-medium'
+              : t.due_date === todayIso
+              ? 'text-amber-600'
+              : 'text-gray-500'
+          "
+        >
+          {{ fmtDue(t.due_date) }}
+        </span>
+        <button
+          type="button"
+          class="text-[10px] text-gray-400 hover:text-red-600 opacity-0 group-hover:opacity-100 transition"
+          @click="remove(t)"
+        >
+          ×
+        </button>
+      </li>
+    </ul>
+
+    <details v-if="done.length > 0" class="mt-2">
+      <summary class="text-xs text-gray-500 cursor-pointer hover:text-gray-700">
+        Завершённые ({{ done.length }})
+      </summary>
+      <ul class="mt-2 space-y-1.5">
+        <li
+          v-for="t in done"
+          :key="t.id"
+          class="flex items-center gap-2 group text-gray-400"
+        >
+          <button
+            type="button"
+            class="w-4 h-4 rounded bg-gray-900 text-white flex items-center justify-center text-[10px]"
+            @click="toggle(t)"
+          >
+            ✓
+          </button>
+          <span class="text-base opacity-60">{{ kindIcon[t.kind] }}</span>
+          <span class="text-sm flex-1 truncate line-through">{{ t.title }}</span>
+          <button
+            type="button"
+            class="text-[10px] hover:text-red-600 opacity-0 group-hover:opacity-100 transition"
+            @click="remove(t)"
+          >
+            ×
+          </button>
+        </li>
+      </ul>
+    </details>
+  </div>
+</template>

leadscore/frontend/src/views/LeadCardView.vue

@@ -4,6 +4,9 @@ import { useRouter } from 'vue-router';
 import ScoreBadge from '@/components/ScoreBadge.vue';
 import { useAuthStore } from '@/stores/auth';
 import MoneyInput from '@/components/MoneyInput.vue';
+import NotesPanel from '@/components/NotesPanel.vue';
+import TasksPanel from '@/components/TasksPanel.vue';
+import ReassignWidget from '@/components/ReassignWidget.vue';
 import {
   deleteLead,
   getLead,
@@ -177,7 +180,7 @@ onMounted(load);
 </script>
 
 <template>
-  <div class="max-w-3xl mx-auto space-y-6">
+  <div class="max-w-5xl mx-auto space-y-6">
     <button
       type="button"
       class="text-xs text-gray-500 hover:text-gray-900 transition inline-flex items-center gap-1"
@@ -227,6 +230,12 @@ onMounted(load);
             >
               {{ DEAL_STAGE_LABELS[lead.deal_stage] }}
             </span>
+            <ReassignWidget
+              v-if="auth.isRop"
+              :lead-id="lead.id"
+              :current-owner="lead.created_by"
+              @reassigned="(o) => lead && (lead.created_by = o)"
+            />
           </div>
         </div>
 
@@ -299,6 +308,11 @@ onMounted(load);
         </div>
       </div>
 
+      <div class="grid grid-cols-1 lg:grid-cols-2 gap-4">
+        <TasksPanel :lead-id="lead.id" />
+        <NotesPanel :lead-id="lead.id" />
+      </div>
+
       <div class="card-pad space-y-3">
         <h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">Детализация баллов</h2>
         <ul class="divide-y divide-gray-100">

leadscore/migrations/1700000005000_add_notes_tasks_audit.sql

@@ -0,0 +1,34 @@
+-- Up Migration
+CREATE TABLE lead_notes (
+  id          UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  lead_id     UUID NOT NULL REFERENCES leads(id) ON DELETE CASCADE,
+  body        TEXT NOT NULL,
+  author      TEXT NOT NULL,
+  created_at  TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+CREATE INDEX idx_lead_notes_lead ON lead_notes(lead_id, created_at DESC);
+
+CREATE TABLE lead_tasks (
+  id            UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  lead_id       UUID NOT NULL REFERENCES leads(id) ON DELETE CASCADE,
+  kind          TEXT NOT NULL CHECK (kind IN ('call','meeting','proposal','other')),
+  title         TEXT NOT NULL,
+  due_date      DATE NOT NULL,
+  completed_at  TIMESTAMPTZ,
+  assigned_to   TEXT NOT NULL,
+  created_at    TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+CREATE INDEX idx_lead_tasks_assignee_due ON lead_tasks(assigned_to, due_date) WHERE completed_at IS NULL;
+CREATE INDEX idx_lead_tasks_lead ON lead_tasks(lead_id, due_date);
+
+CREATE TABLE audit_log (
+  id          BIGSERIAL PRIMARY KEY,
+  actor       TEXT NOT NULL,
+  entity      TEXT NOT NULL,
+  entity_id   TEXT NOT NULL,
+  action      TEXT NOT NULL,
+  diff        JSONB,
+  created_at  TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+CREATE INDEX idx_audit_log_entity ON audit_log(entity, entity_id, created_at DESC);
+CREATE INDEX idx_audit_log_actor ON audit_log(actor, created_at DESC);