Read past interactions and upcoming work on a record timeline

Purpose

Staff prepare for a conversation by reviewing related interactions and work together.

How It Works

A reader opens the Activity tab of a contact or organization. Rhythm combines the activities linked to that record with tasks about it. Upcoming and History provide the two entry points into that stream. Filters and text search help the reader narrow a busy record. The summary gives counts and actor choices for the whole timeline. Additional pages continue across both record kinds. Callers without task read permission receive activity information alone. Task entries open the Tasks screen with the relevant drawer selected. Editability indicates permission, so a locked item can still require a later refusal.

Relationships

Activity logging supplies interactions for the stream.
Task recording supplies related work.
Record changes and merges determine which record provides the context.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes: Past and future context in one placeTask visibility aligned with read authorityA summary independent of pagination
Surfaces: consoleapi
Preconditions: The caller holds activity read and related-record read authority.
Intent sources: services-crm:docs/milestones/CRM-M4-duplicates-and-merge.md#D-20

Controls

16 controls apply, from the corpus control catalogue.

TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-AZ-006 TC-DAT-001 TC-DAT-002 TC-DAT-003 TC-LOG-004 TC-LOG-005 TC-PI-001 TC-PRV-001 TC-PRV-002 TC-TEN-001 TC-TEN-002 TC-TEN-003

Permissions

Key	Checked at	Scope
`crm.activities.read`	api	tenant
`crm.contacts.read`	api	tenant
`crm.organizations.read`	api	tenant
`crm.tasks.read`	service	tenant
`crm.activities.update`	service	tenant
`crm.tasks.update`	service	tenant

Business Rules

14 rules, 12 to be proved before approval. A rule's product intent is derived from its origin: 1 confirmed by a product decision, the rest inheriting this capability's proposed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Proposed	Opening a record timeline requires activity read permission and read permission for that contact or organization. no proof recorded yet	permission	api	test services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a timeline to a caller who may not read the contact: 403
`02`must prove Proposed	Upcoming orders scheduled activities and open tasks from earliest to latest, while History orders completed or cancelled activities and closed tasks from latest to earliest. no proof recorded yet	policy	service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#lists the upcoming soonest first: the overdue scheduled activity, then open tasks and scheduled activities in time order
`03`must prove Proposed	An open task uses its due day or, without one, its task date; a closed task uses its task date, positioned at workspace midnight. no proof recorded yet	calculation	service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#answers a task item whole: its envelope at the start of its day in the tenant’s zone, and the task
`04`must prove Proposed	Task rows and task summary counts are omitted when the caller lacks task read permission. no proof recorded yet	permission	service	test services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#leaves the tasks out for a caller who may not read tasks
`05`must prove Proposed	Each shared activity appears once on each linked record’s timeline and contributes once to that record’s summary. no proof recorded yet	invariant	service, database	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#shows the activity linked to three contacts and an organization once on each of the four timelines
`06` Proposed	Timeline filters support type, owner or assignee, outcome, status and time range; selecting an outcome excludes tasks, and selecting the task kind includes them.	policy	api, service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#filters by type, the tasks left out unless `task` is named
`07`must prove Proposed	Text search matches activity subjects and notes and task titles and descriptions without distinguishing accents or letter case. no proof recorded yet	calculation	service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#finds “Café” by “cafe”
`08`must prove Proposed	Timeline pages contain 25 items by default and at most 100, continuing across both sources without repeated or skipped items. no proof recorded yet	policy	api, service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#answers every item exactly once, in order, across pages of 25 that interleave the two sources
`09`must prove Proposed	Past scheduled activities and open tasks due before today carry an overdue flag. no proof recorded yet	calculation	service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#marks an overdue scheduled activity and an overdue open task as overdue
`10` Proposed	An item’s editable flag reflects the caller’s update permission for its record kind.	permission	service	test services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#marks nothing editable for a caller who may change neither kind
`11`must prove Proposed	The summary aggregates the entire timeline by type and status, lists no more than 200 owners and assignees, and counts upcoming work independently of pagination. no proof recorded yet	calculation	service	test services-crm:modules/activities/tests/integration/services/persistence/timelines.queries.integration.spec.js#counts a contact’s mix by type, by status, its owners and assignees, its upcoming items and its tasks
`12`must prove Confirmed	A missing workspace record produces a not-found response; a merged record produces a gone response identifying the survivor. origin: services-crm:docs/milestones/CRM-M4-duplicates-and-merge.md#D-20 no proof recorded yet	validation	api, service	test services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#answers 404 for a contact the tenant does not have
`13`must prove Proposed	Unknown query parameters and invalid page cursors cause a refusal rather than being ignored. no proof recorded yet	validation	api	test services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a timeline query parameter it does not know: 400
`14`must prove Proposed	Both contact and organization activity tabs load their own timelines, and task entries navigate to the task drawer on the Tasks screen. no proof recorded yet	policy	console	observed react-console:components/activities/record-activity-timeline.tsx:RecordActivityTimeline

Scenarios

Id	Given	When	Then	Provenance
`01`	A contact has a timeline containing 5,000 activities.	Read its opening page and summary.	Indexed record reads satisfy the benchmark’s response budget.	test services-crm:modules/activities/tests/benchmark/timeline.benchmark.spec.js#answers every page within the budget
`02`	A contact has many timeline entries.	Apply owner and text filters, then request another page.	Results match the filters and pagination introduces no duplicates.	test react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0696.spec.ts#CRM-ACC-0696

Edge Cases

Id	Given	When	Then	Provenance
`03`	A scheduled activity and task share a calendar day.	Read the Upcoming section.	Each uses its timeline position, with undated-due tasks positioned by task date.	test react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0697.spec.ts#CRM-ACC-0697

Planning

Read past interactions and upcoming work on a record timeline ​

Purpose ​

How It Works ​

Relationships ​