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:

A standalone Inbox page — unified comms view across all customers
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`

<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

2.5 KiB Raw Blame History Unescape Escape