UI Filters Implementation & Status Field Update for CRM

详细信息

1. Actions Management — Filter UI & FunctionalitiesImplement the following filters in the Actions Management interface:
Filter Type DescriptionChannel Dropdown / Multi-select Filters ContactItem and FirmContactItem. Can be required first or optional (configurable).ContactItem Searchable Dropdown Dynamically filtered based on selected Channel(s). Disabled or shows all if Channel is not selected.FirmContactItem Searchable Dropdown Same logic as ContactItem.Action Status Multi-select Dropdown Values: Pending, In Progress, Completed, Cancelled.Priority Multi-select Dropdown Values: High, Medium, Low.Type Multi-select Dropdown Values: Call, Email, Meeting, Task, Other.Planned Date Date Picker with Presets Presets: Past, Today, Next 7 Days, Next 30 Days, Custom Range.Employee Searchable Dropdown Filter by assigned employee.Contact Searchable Dropdown Filter by related contact.
Filter Logic:
Within the same filter (e.g., multiple statuses): use OR logic.
Across different filters (e.g., status + priority + date): use AND logic.
Planned Date Presets:
Past: plannedDate < today
Today: plannedDate = current date
Next 7 Days: plannedDate between today and 7 days ahead
Next 30 Days: plannedDate between today and 30 days ahead
Custom Range: start and end dates manually selected
2. CommunicationTemplateItems – Add Missing FieldAdd a missing status field to the CommunicationTemplateItems interface:
Display the field in both list/grid view and form
Enable full CRUD support (create, edit, delete)
Functional RequirementsSearch actions by subject, reference, or summary
Sort actions by plannedDate, priority, createdAt, updatedAt
View, create, edit, delete actions (delete requires confirmation)
Bulk select actions for delete or reassignment
Mark actions as complete or update their status
Export actions list to CSV or Excel
Use date picker for plannedDate field
Navigate to related entities (Contact, Employee, etc.)
Notifications for overdue or upcoming actions
Layout NotesMain Grid Fields: id, ref, subject, actionStatus, priority, plannedDate, type, assigned employee, contact, createdAtSecond Tab in Details/Edit Form: summary, message, Channel, ContactItem, FirmContactItem, updatedAt