1. Actions Management — Filter UI & Functionalities Implement the following filters in the Actions Management interface:
Filter Type Description Channel 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 Field Add 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 Requirements Search actions by subject, reference, or summary
Sort actions by plannedDate, priority, createdAt, updatedAt
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