update: Major Overhault to all subsystems

.claude/crm-step-08.md

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+# CRM Step 08 — Frontend: Comms Log + Media (Manual Entry Polish)
+
+## Context
+Read `.claude/crm-build-plan.md` for full context and IMPORTANT NOTES.
+Steps 01–07 must be complete.
+
+## Task
+Two things:
+1. A standalone **Inbox** page — unified comms view across all customers
+2. Polish the Comms and Media tabs on CustomerDetail (from Step 06) — improve the UI
+
+## Files to create/update
+
+### `frontend/src/crm/inbox/InboxPage.jsx`
+- Fetch `GET /api/crm/comms?customer_id=ALL` — wait, this doesn't exist yet.
+  → Instead, fetch all customers, then fetch comms for each? No — too many requests.
+  → Add a new backend endpoint first (see below).
+- Show a unified timeline of all comms entries across all customers, sorted by occurred_at desc
+- Each entry shows: customer name (link), type badge, direction, subject/body preview, date
+- Filter by type (email/whatsapp/call/note/etc), direction, customer (dropdown)
+- Pagination or virtual scroll (limit to last 100 entries)
+
+### Backend addition needed — add to `backend/crm/router.py` and `service.py`:
+`GET /api/crm/comms/all` — fetch all comms (no customer_id filter), sorted by occurred_at DESC, limit 200.
+`list_all_comms(type=None, direction=None, limit=200) -> List[CommInDB]` in service.
+
+### Comms tab improvements (update CustomerDetail.jsx)
+- Full timeline view with visual connector line between entries
+- Each entry is expandable — click to see full body
+- Entry form as an inline slide-down panel (not a modal)
+- Form fields: type (icons + labels), direction, subject, body (textarea), occurred_at (datetime-local input, defaults to now), attachments (add nextcloud_path manually for now)
+- After save, refresh comms list
+
+### Media tab improvements (update CustomerDetail.jsx)
+- Group media by direction: "Received" section, "Sent" section, "Internal" section
+- Show filename, tags as pills, date
+- "Add Media" inline form: filename (required), nextcloud_path (required), direction (dropdown), tags (pill input)
+- Delete button per item with confirmation
+
+## Routing in `frontend/src/App.jsx`
+```jsx
+<Route path="/crm/inbox" element={<InboxPage />} />
+```
+
+## Sidebar update
+Add to CRM section (at top of CRM group):
+- Inbox → `/crm/inbox`
+
+## Notes
+- This step is mostly UI polish + the inbox page. No new integrations.
+- The inbox page is the "central comms view" from the original requirements — all messages in one place
+- Keep the comms entry form simple: only show attachment fields if user clicks "Add attachment"
+- Type badges: email=blue, whatsapp=green, call=amber, sms=teal, note=grey, in_person=purple