# 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 } /> ``` ## 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