Add Correspondence side panel section for email and calendar

[jbecke]

Summary

Adds a new "Correspondence" side panel section that displays external parties, their companies, and recent email history for email threads and calendar events. This feature helps users quickly understand who they're communicating with and access related CRM records.

Key Changes

• New Correspondence Section Component (CorrespondenceSection.tsx): Main UI component that displays:

  • External contacts on the thread/event with links to CRM contact records
  • Companies associated with those contacts with links to CRM company records
  • Recent email threads with those parties, scrollable in a fixed-height container

• Party Filtering Logic (parties.ts): Utility functions to identify external parties:

  • externalParties(): Filters out the signed-in user and same-domain teammates, dedupes on email address
  • addressDomain(): Extracts and normalizes domain from email addresses
  • partyDomains(): Gets distinct domains from a list of parties
  • Comprehensive test coverage for edge cases (malformed addresses, case-insensitivity, deduplication)

• CRM Record Resolution (use-crm-records.ts):

  • useCrmCompanyForDomain(): Two-hop lookup (domain → company ID via unified search, then ID → company + contacts)
  • useCrmContactForAddress(): Resolves individual contacts through their company's domain

• Email Thread Querying (use-correspondence-threads.ts):

  • useCorrespondenceThreadsQuery(): Fetches recent email threads with specified addresses using the soup query API
  • Limits results to 50 threads and sorts by most recent first
  • Scoped to email-only to work regardless of CRM enablement

• Domain Lookup Query (company-for-domain.ts):

  • useCrmCompanyIdForDomainQuery(): Unified search query scoped to CRM companies only
  • Validates exact domain match (not substring) to avoid false positives
  • Generous stale time (5 minutes) to minimize redundant requests

• Integration Points:

  • Email side panel: Shows correspondence for all visible parties (To/Cc/From, excluding Bcc)
  • Calendar side panel: Shows correspondence for event organizer and attendees (excluding self)
  • Both use externalParties() to filter consistently

Implementation Details

• Uses TanStack Query for caching and request deduplication across multiple rows sharing the same domain
• Unified search filters use NIL_UUID sentinel to disable non-CRM sources, keeping queries scoped appropriately
• Email filter helper emailFilterForAddresses() extended to support multiple addresses with OR logic
• Graceful fallbacks: shows bare domain when no company is tracked, shows email when no contact name is available
• All party filtering is case-insensitive and handles whitespace normalization

https://claude.ai/code/session_0172AYowQFMN2UwQTjhXX328

[coderabbitai]

📝 Walkthrough

Summary by CodeRabbit

• New Features
  • Added correspondence details to email and calendar side panels.
  • View external contacts, associated companies, and recent shared email threads.
  • CRM contacts and companies are linked when available, with loading states and fallback labels.
  • Recent correspondence is limited and opens in the unified split view.
• Bug Fixes
  • Improved filtering to exclude the current user, hidden recipients, duplicates, and invalid addresses.

Walkthrough

Added shared correspondence utilities that normalize external parties and domains. Added CRM company and contact lookups, recent email-thread queries, and rendering for contacts, companies, and threads. Added correspondence sections to email and calendar side panels, using filtered participants from messages and events. Added tests for party normalization, filtering, deduplication, invalid addresses, and domain ordering.

🚥 Pre-merge checks | ✅ 3 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Title check	⚠️ Warning	The title describes the main change and is under 72 characters, but it does not follow conventional commits format.	Use a conventional commit prefix, such as "feat: add correspondence side panel for email and calendar".

✅ Passed checks (3 passed)

Check name	Status	Explanation
Description check	✅ Passed	The description clearly explains the Correspondence side-panel feature, integrations, filtering, CRM lookups, and email querying.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

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[github-actions]

Preview: https://claude-correspondence-bento-se-qhedto.preview.macro.com/app (6f87b90)

[coderabbitai]

🧹 Nitpick comments (1)

apps/web/src/features/correspondence/use-crm-records.ts (1)

33-33: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Remove the unnecessary memo.

addressDomain(email()) is a cheap primitive derivation. useCrmCompanyForDomain only needs an accessor. Use a plain accessor instead.

Proposed change

-  const domain = createMemo(() => addressDomain(email()));
+  const domain = () => addressDomain(email());

As per coding guidelines, “Use createMemo only when referential stability is needed or derivation is expensive.”

🤖 Prompt for AI Agents

Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@apps/web/src/features/correspondence/use-crm-records.ts` at line 33, Replace
the createMemo-based domain derivation near useCrmCompanyForDomain with a plain
accessor that returns addressDomain(email()), preserving the accessor interface
expected by useCrmCompanyForDomain.

Sources: Coding guidelines, Path instructions

🤖 Prompt for all review comments with AI agents

Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Nitpick comments:
In `@apps/web/src/features/correspondence/use-crm-records.ts`:
- Line 33: Replace the createMemo-based domain derivation near
useCrmCompanyForDomain with a plain accessor that returns
addressDomain(email()), preserving the accessor interface expected by
useCrmCompanyForDomain.

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ℹ️ Review info

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Run ID: 78f15f1a-e2d1-4479-83ac-ceded0e1a3fb

📥 Commits

Reviewing files that changed from the base of the PR and between 1a4fe27 and 2920e2a.

📒 Files selected for processing (11)

• apps/web/src/features/block-email/component/sidepanel/EmailSidePanelSections.tsx
• apps/web/src/features/calendar/CalendarSidePanelSections.tsx
• apps/web/src/features/companies/Company/emailFilter.ts
• apps/web/src/features/correspondence/CorrespondenceSection.tsx
• apps/web/src/features/correspondence/index.ts
• apps/web/src/features/correspondence/parties.test.ts
• apps/web/src/features/correspondence/parties.ts
• apps/web/src/features/correspondence/use-correspondence-threads.ts
• apps/web/src/features/correspondence/use-crm-records.ts
• apps/web/src/lib/queries/crm/company-for-domain.ts
• apps/web/src/lib/queries/crm/keys.ts