UI Filters Implementation & Status Field Update for CRM

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

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 Notes
Main Grid Fields: id, ref, subject, actionStatus, priority, plannedDate, type, assigned employee, contact, createdAt
Second Tab in Details/Edit Form: summary, message, Channel, ContactItem, FirmContactItem, updatedAt