BC
Brad CodyAdministrator
Current productWork, communications and reporting
Reverse spec drafted

Messages and Unified Inbox

Workspace inbox for Project-linked email, SMS, calling and in-app Conversations.

Observed routeComing soon — no routeFuture Spec 11
Current maturityExplicit Coming soon navigation; global inbox not implemented
Evidence confidenceVerified
Last reviewedAugust 4, 2026
Visual evidenceDeferred during UI updates

Current-state summary

Messages appears in the authenticated navigation as a disabled # link with an explicit Coming soon badge. No global inbox route, Conversation list, channel queue or composer is available. Record-scoped Communication tabs exist elsewhere, but they do not constitute the Unified Inbox defined in Spec 11.

Interface inventory

Anatomy and verified behavior

Verification states separate observed behavior from requirements or assumptions.

ElementCurrent behaviorVerification
NavigationDisabled Messages link with Coming soon badge.Verified live
Conversation railNot implemented globally; should support assignment, status, priority, channel, tags, SLA and unread state.Future requirement
Message workspaceNo global thread, participant, composer, attachment, note or mention surface exists.Verified absent
Context panelNo global Project, Client, Provider, Task or commercial-record context is available.Verified absent
Channel healthRecord Communication tabs expose partial health concepts, but no Workspace channel administration or queue is present here.Partial behavior elsewhere

User journeys

Current flows

01

Triage inbound work

  1. Open Unified Inbox
  2. Filter or claim Conversation
  3. Verify participants and Project context
  4. Reply on the authorized channel
  5. Add an internal Note or mention
  6. Create a Task or escalate
  7. Resolve or snooze
Observed result

No current global journey exists.

State model

Current and expected states

Coming soon

Navigation is disabled and labelled.

Unread, assigned, waiting or resolved

Not represented globally.

Unmatched inbound communication

No reconciliation queue exists.

Channel disconnected or delivery failed

No global state exists.

Product rules

Non-negotiable boundaries

  • Conversation is the canonical cross-channel collaboration container.
  • Internal Notes and participant-visible Messages remain distinct.
  • Project and participant access is re-evaluated before every view, reply and attachment download.
  • Email correlation uses deterministic headers and aliases before AI suggestions.
  • Calling recordings and transcripts require explicit permissions and retention.
Dependencies
Spec 11 CommunicationsProjects and Entity ProfilesWorkspace channel connectionsTasks and NotificationsPermissionsSearch and reconciliation

Known current limitations · 3 mapped

What is missing, broken or unverified

Future Spec 11 owns closure →
  1. No route or working inbox exists.
  2. No email, SMS, calling or in-app queue can be verified.
  3. No Conversation assignment, notes, tags, mentions, SLA, search or participant controls exist globally.

Future alignment

Required evolution

  • 01Implement the four-panel Unified Inbox from Spec 11.
  • 02Connect all channels through shared Conversations and Messages.
  • 03Add deterministic Project/Entity correlation and a governed reconciliation queue.
  • 04Support internal collaboration, Task creation, notification preferences and channel health.

Current baseline

Acceptance record

  • Messages remains disabled until a real route exists.
  • Coming soon is visible wherever the entry point appears.
  • Record Communication tabs are not misreported as a global Unified Inbox.
  • Future channel claims require end-to-end evidence.

Reverse-spec completeness

Documentation coverage

The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.

Purpose and user outcome

Documented

Roles and access

Documented

Routes and entry points

Documented

Page and component anatomy

Documented

Fields and displayed data

Documented

Primary actions

Documented

Forms and validation

Documented

States and transitions

Documented

Empty, loading and error states

Documented

Responsive behavior

Partial

Accessibility behavior

Partial

Activity and audit events

Partial

Data sources and persistence

Documented

Notifications and automation

Partial

Known defects and limitations

Documented

Reusable component dependencies

Documented

Future-spec conflicts

Partial

Visual and repository evidence

Deferred

Acceptance of current baseline

Documented