feat: add unified client timeline query

frontend/app/pages/index.vue

@@ -3,6 +3,7 @@ import { nextTick, onBeforeUnmount, onMounted } from "vue";
 import meQuery from "~~/graphql/operations/me.graphql?raw";
 import chatMessagesQuery from "~~/graphql/operations/chat-messages.graphql?raw";
 import dashboardQuery from "~~/graphql/operations/dashboard.graphql?raw";
+import getClientTimelineQuery from "~~/graphql/operations/get-client-timeline.graphql?raw";
 import loginMutation from "~~/graphql/operations/login.graphql?raw";
 import logoutMutation from "~~/graphql/operations/logout.graphql?raw";
 import logPilotNoteMutation from "~~/graphql/operations/log-pilot-note.graphql?raw";
@@ -145,6 +146,18 @@ type WorkspaceDocument = {
   body: string;
 };
 
+type ClientTimelineItem = {
+  id: string;
+  contactId: string;
+  contentType: "message" | "calendar_event" | "document" | "recommendation" | string;
+  contentId: string;
+  datetime: string;
+  message?: CommItem | null;
+  calendarEvent?: CalendarEvent | null;
+  recommendation?: FeedCard | null;
+  document?: WorkspaceDocument | null;
+};
+
 const selectedTab = ref<TabId>("communications");
 const peopleLeftMode = ref<PeopleLeftMode>("contacts");
 
@@ -319,6 +332,7 @@ const calendarEvents = ref<CalendarEvent[]>([]);
 
 const commItems = ref<CommItem[]>([]);
 const contactInboxes = ref<ContactInbox[]>([]);
+const clientTimelineItems = ref<ClientTimelineItem[]>([]);
 
 const commPins = ref<CommPin[]>([]);
 
@@ -516,6 +530,7 @@ let crmRealtimeReconnectTimer: ReturnType<typeof setTimeout> | null = null;
 let crmRealtimeRefreshTimer: ReturnType<typeof setTimeout> | null = null;
 let crmRealtimeRefreshInFlight = false;
 let crmRealtimeReconnectAttempt = 0;
+let clientTimelineRequestToken = 0;
 
 watch(
   () => pilotLiveLogs.value.length,
@@ -873,6 +888,7 @@ async function bootstrapSession() {
       stopCrmRealtime();
       pilotMessages.value = [];
       chatConversations.value = [];
+      clientTimelineItems.value = [];
       telegramConnectStatus.value = "not_connected";
       telegramConnections.value = [];
       telegramConnectUrl.value = "";
@@ -887,6 +903,7 @@ async function bootstrapSession() {
     authMe.value = null;
     pilotMessages.value = [];
     chatConversations.value = [];
+    clientTimelineItems.value = [];
     telegramConnectStatus.value = "not_connected";
     telegramConnections.value = [];
     telegramConnectUrl.value = "";
@@ -959,6 +976,7 @@ async function logout() {
   livePilotAssistantText.value = "";
   pilotChat.messages = [];
   chatConversations.value = [];
+  clientTimelineItems.value = [];
   telegramConnectStatus.value = "not_connected";
   telegramConnections.value = [];
   telegramConnectUrl.value = "";
@@ -997,6 +1015,33 @@ async function refreshCrmData() {
     ...c,
     channels: Array.from(byName.get(c.name) ?? []),
   }));
+
+  await refreshSelectedClientTimeline();
+}
+
+async function loadClientTimeline(contactId: string, limit = 500) {
+  const normalizedContactId = String(contactId ?? "").trim();
+  if (!normalizedContactId) {
+    clientTimelineItems.value = [];
+    return;
+  }
+
+  const requestToken = ++clientTimelineRequestToken;
+  const data = await gqlFetch<{ getClientTimeline: ClientTimelineItem[] }>(getClientTimelineQuery, {
+    contactId: normalizedContactId,
+    limit,
+  });
+  if (requestToken !== clientTimelineRequestToken) return;
+  clientTimelineItems.value = data.getClientTimeline ?? [];
+}
+
+async function refreshSelectedClientTimeline() {
+  const contactId = String(selectedCommThreadId.value ?? "").trim();
+  if (!contactId) {
+    clientTimelineItems.value = [];
+    return;
+  }
+  await loadClientTimeline(contactId);
 }
 
 function clearCrmRealtimeReconnectTimer() {
@@ -3487,8 +3532,14 @@ watch(selectedCommThreadId, () => {
   eventArchiveRecordingById.value = {};
   eventArchiveTranscribingById.value = {};
   eventArchiveMicErrorById.value = {};
+  clientTimelineRequestToken += 1;
   const preferred = selectedCommThread.value?.channels.find((channel) => channel !== "Phone") ?? "";
   commSendChannel.value = preferred;
+  if (!selectedCommThread.value) {
+    clientTimelineItems.value = [];
+    return;
+  }
+  void refreshSelectedClientTimeline().catch(() => undefined);
 });
 
 const commSendChannelOptions = computed<CommItem["channel"][]>(() => {
@@ -3502,14 +3553,6 @@ const visibleThreadItems = computed(() => {
   return selectedCommThread.value.items;
 });
 
-const selectedThreadRecommendation = computed(() => {
-  if (!selectedCommThread.value) return null;
-  const cards = feedCards.value
-    .filter((card) => card.contact === selectedCommThread.value?.contact)
-    .sort((a, b) => a.at.localeCompare(b.at));
-  return cards[cards.length - 1] ?? null;
-});
-
 const selectedCommPins = computed(() => {
   if (!selectedCommThread.value) return [];
   return commPins.value.filter((item) => item.contact === selectedCommThread.value?.contact);
@@ -3536,67 +3579,68 @@ const hiddenContactInboxes = computed(() =>
 );
 
 const selectedCommLifecycleEvents = computed(() => {
-  if (!selectedCommThread.value) return [];
   const nowMs = lifecycleNowMs.value;
 
-  return sortedEvents.value
+  return clientTimelineItems.value
-    .filter((event) => event.contact === selectedCommThread.value?.contact)
+    .filter((entry) => entry.contentType === "calendar_event" && entry.calendarEvent)
-    .map((event) => {
+    .map((entry) => {
+      const event = entry.calendarEvent as CalendarEvent;
       const phase = eventLifecyclePhase(event, nowMs);
       return {
         event,
         phase,
-        timelineAt: eventTimelineAt(event, phase),
+        timelineAt: entry.datetime,
       };
     })
-    .sort((a, b) => a.timelineAt.localeCompare(b.timelineAt))
+    .sort((a, b) => a.timelineAt.localeCompare(b.timelineAt));
-    .slice(-12);
 });
 
 const threadStreamItems = computed(() => {
-  const messageRows = visibleThreadItems.value.map((item) => ({
+  const rows = clientTimelineItems.value
-    id: `comm-${item.id}`,
+    .map((entry) => {
-    at: item.at,
+      if (entry.contentType === "message" && entry.message) {
-    kind: item.kind,
+        return {
-    item,
+          id: entry.id,
-  })).sort((a, b) => a.at.localeCompare(b.at));
+          at: entry.datetime,
+          kind: entry.message.kind,
+          item: entry.message,
+        };
+      }
 
-  const centeredRows: Array<
+      if (entry.contentType === "calendar_event" && entry.calendarEvent) {
-    | {
+        const phase = eventLifecyclePhase(entry.calendarEvent, lifecycleNowMs.value);
-      id: string;
+        return {
-      at: string;
+          id: entry.id,
-      kind: "eventLifecycle";
+          at: entry.datetime,
-      event: CalendarEvent;
+          kind: "eventLifecycle" as const,
-      phase: EventLifecyclePhase;
+          event: entry.calendarEvent,
-    }
+          phase,
-    | {
+        };
-      id: string;
+      }
-      at: string;
-      kind: "recommendation";
-      card: FeedCard;
-    }
-  > = [];
 
-  for (const entry of selectedCommLifecycleEvents.value) {
+      if (entry.contentType === "recommendation" && entry.recommendation) {
-    centeredRows.push({
+        return {
-      id: `event-${entry.event.id}`,
+          id: entry.id,
-      at: entry.timelineAt,
+          at: entry.datetime,
-      kind: "eventLifecycle",
+          kind: "recommendation" as const,
-      event: entry.event,
+          card: entry.recommendation,
-      phase: entry.phase,
+        };
-    });
+      }
-  }
 
-  if (selectedThreadRecommendation.value) {
+      if (entry.contentType === "document" && entry.document) {
-    centeredRows.push({
+        return {
-      id: `rec-${selectedThreadRecommendation.value.id}`,
+          id: entry.id,
-      at: selectedThreadRecommendation.value.at,
+          at: entry.datetime,
-      kind: "recommendation",
+          kind: "document" as const,
-      card: selectedThreadRecommendation.value,
+          document: entry.document,
-    });
+        };
-  }
+      }
 
-  return [...messageRows, ...centeredRows].sort((a, b) => a.at.localeCompare(b.at));
+      return null;
+    })
+    .filter((entry) => entry !== null) as Array<any>;
+
+  return rows.sort((a, b) => a.at.localeCompare(b.at));
 });
 
 watch(
@@ -5979,6 +6023,17 @@ async function decideFeedCard(card: FeedCard, decision: "accepted" | "rejected")
                         </article>
                       </div>
 
+                      <div v-else-if="entry.kind === 'document'" class="flex justify-center">
+                        <article class="w-full max-w-[460px] rounded-xl border border-base-300 bg-base-100 p-3 text-left">
+                          <p class="text-xs text-base-content/65">Document · {{ formatStamp(entry.at) }}</p>
+                          <p class="mt-1 text-sm font-semibold text-base-content">{{ entry.document.title }}</p>
+                          <p class="mt-1 text-xs text-base-content/70">
+                            {{ formatDocumentScope(entry.document.scope) }} · {{ entry.document.owner }}
+                          </p>
+                          <p class="mt-2 text-sm text-base-content/85">{{ entry.document.summary }}</p>
+                        </article>
+                      </div>
+
                       <div v-else-if="entry.kind === 'recommendation'" class="flex justify-center">
                         <article class="w-full max-w-[460px] rounded-xl border border-base-300 bg-base-100 p-3">
                           <p class="text-sm">{{ entry.card.text }}</p>

frontend/graphql/operations/get-client-timeline.graphql

@@ -0,0 +1,61 @@
+query GetClientTimelineQuery($contactId: ID!, $limit: Int) {
+  getClientTimeline(contactId: $contactId, limit: $limit) {
+    id
+    contactId
+    contentType
+    contentId
+    datetime
+    message {
+      id
+      at
+      contactId
+      contact
+      contactInboxId
+      sourceExternalId
+      sourceTitle
+      channel
+      kind
+      direction
+      text
+      audioUrl
+      duration
+      transcript
+      deliveryStatus
+    }
+    calendarEvent {
+      id
+      title
+      start
+      end
+      contact
+      note
+      isArchived
+      createdAt
+      archiveNote
+      archivedAt
+    }
+    recommendation {
+      id
+      at
+      contact
+      text
+      proposal {
+        title
+        details
+        key
+      }
+      decision
+      decisionNote
+    }
+    document {
+      id
+      title
+      type
+      owner
+      scope
+      updatedAt
+      summary
+      body
+    }
+  }
+}

frontend/prisma/migrations/2_client_timeline_entries/migration.sql

@@ -0,0 +1,32 @@
+-- CreateEnum
+CREATE TYPE "ClientTimelineContentType" AS ENUM ('CALENDAR_EVENT', 'DOCUMENT', 'RECOMMENDATION');
+
+-- CreateTable
+CREATE TABLE "ClientTimelineEntry" (
+    "id" TEXT NOT NULL,
+    "teamId" TEXT NOT NULL,
+    "contactId" TEXT NOT NULL,
+    "contentType" "ClientTimelineContentType" NOT NULL,
+    "contentId" TEXT NOT NULL,
+    "datetime" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "ClientTimelineEntry_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "ClientTimelineEntry_teamId_contactId_datetime_idx" ON "ClientTimelineEntry"("teamId", "contactId", "datetime");
+
+-- CreateIndex
+CREATE INDEX "ClientTimelineEntry_contactId_datetime_idx" ON "ClientTimelineEntry"("contactId", "datetime");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "ClientTimelineEntry_teamId_contentType_contentId_key" ON "ClientTimelineEntry"("teamId", "contentType", "contentId");
+
+-- AddForeignKey
+ALTER TABLE "ClientTimelineEntry" ADD CONSTRAINT "ClientTimelineEntry_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "Team"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ClientTimelineEntry" ADD CONSTRAINT "ClientTimelineEntry_contactId_fkey" FOREIGN KEY ("contactId") REFERENCES "Contact"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+

frontend/prisma/schema.prisma

@@ -58,6 +58,12 @@ enum WorkspaceDocumentType {
   Template
 }
 
+enum ClientTimelineContentType {
+  CALENDAR_EVENT
+  DOCUMENT
+  RECOMMENDATION
+}
+
 model Team {
   id        String   @id @default(cuid())
   name      String
@@ -79,6 +85,7 @@ model Team {
   feedCards   FeedCard[]
   contactPins ContactPin[]
   documents   WorkspaceDocument[]
+  clientTimelineEntries ClientTimelineEntry[]
   contactInboxes      ContactInbox[]
   contactInboxPreferences ContactInboxPreference[]
 }
@@ -137,6 +144,7 @@ model Contact {
   omniMessages   OmniMessage[]
   omniIdentities OmniContactIdentity[]
   contactInboxes ContactInbox[]
+  clientTimelineEntries ClientTimelineEntry[]
 
   @@index([teamId, updatedAt])
 }
@@ -436,3 +444,21 @@ model WorkspaceDocument {
 
   @@index([teamId, updatedAt])
 }
+
+model ClientTimelineEntry {
+  id          String                    @id @default(cuid())
+  teamId      String
+  contactId   String
+  contentType ClientTimelineContentType
+  contentId   String
+  datetime    DateTime                  @default(now())
+  createdAt   DateTime                  @default(now())
+  updatedAt   DateTime                  @updatedAt
+
+  team    Team    @relation(fields: [teamId], references: [id], onDelete: Cascade)
+  contact Contact @relation(fields: [contactId], references: [id], onDelete: Cascade)
+
+  @@unique([teamId, contentType, contentId])
+  @@index([teamId, contactId, datetime])
+  @@index([contactId, datetime])
+}

frontend/server/graphql/schema.ts

@@ -64,6 +64,67 @@ function extractOmniNormalizedText(rawJson: unknown, fallbackText = "") {
   );
 }
 
+type ClientTimelineContentType = "CALENDAR_EVENT" | "DOCUMENT" | "RECOMMENDATION";
+
+const CONTACT_DOCUMENT_SCOPE_PREFIX = "contact:";
+
+function mapTimelineContentType(value: ClientTimelineContentType) {
+  if (value === "CALENDAR_EVENT") return "calendar_event";
+  if (value === "DOCUMENT") return "document";
+  return "recommendation";
+}
+
+function parseContactDocumentScope(scopeInput: string) {
+  const raw = String(scopeInput ?? "").trim();
+  if (!raw.startsWith(CONTACT_DOCUMENT_SCOPE_PREFIX)) return null;
+
+  const payload = raw.slice(CONTACT_DOCUMENT_SCOPE_PREFIX.length);
+  const [idRaw, ...nameParts] = payload.split(":");
+  const contactId = decodeURIComponent(idRaw ?? "").trim();
+  const contactName = decodeURIComponent(nameParts.join(":") ?? "").trim();
+  if (!contactId) return null;
+
+  return {
+    contactId,
+    contactName,
+  };
+}
+
+async function upsertClientTimelineEntry(input: {
+  teamId: string;
+  contactId: string;
+  contentType: ClientTimelineContentType;
+  contentId: string;
+  datetime?: Date;
+}) {
+  const datetime =
+    input.datetime && !Number.isNaN(input.datetime.getTime())
+      ? input.datetime
+      : new Date();
+
+  return prisma.clientTimelineEntry.upsert({
+    where: {
+      teamId_contentType_contentId: {
+        teamId: input.teamId,
+        contentType: input.contentType,
+        contentId: input.contentId,
+      },
+    },
+    create: {
+      teamId: input.teamId,
+      contactId: input.contactId,
+      contentType: input.contentType,
+      contentId: input.contentId,
+      datetime,
+    },
+    update: {
+      contactId: input.contactId,
+      datetime,
+    },
+    select: { id: true },
+  });
+}
+
 function normalizeSourceExternalId(channel: string, sourceExternalId: string | null | undefined) {
   const raw = String(sourceExternalId ?? "").trim();
   if (raw) return raw;
@@ -697,6 +758,319 @@ async function getDashboard(auth: AuthContext | null) {
   };
 }
 
+async function getClientTimeline(auth: AuthContext | null, contactIdInput: string, limitInput?: number) {
+  const ctx = requireAuth(auth);
+  const contactId = String(contactIdInput ?? "").trim();
+  if (!contactId) throw new Error("contactId is required");
+
+  const contact = await prisma.contact.findFirst({
+    where: {
+      id: contactId,
+      teamId: ctx.teamId,
+    },
+    select: { id: true, name: true },
+  });
+  if (!contact) throw new Error("contact not found");
+
+  const limitRaw = Number(limitInput ?? 400);
+  const limit = Number.isFinite(limitRaw) ? Math.max(1, Math.min(2000, Math.trunc(limitRaw))) : 400;
+
+  const hiddenPrefRows = await prisma.contactInboxPreference.findMany({
+    where: {
+      teamId: ctx.teamId,
+      userId: ctx.userId,
+      isHidden: true,
+    },
+    select: { contactInboxId: true },
+  });
+  const hiddenInboxIds = hiddenPrefRows.map((row) => row.contactInboxId);
+  const messageWhere = visibleMessageWhere(hiddenInboxIds);
+
+  const [messagesRawDesc, timelineRowsDesc] = await Promise.all([
+    prisma.contactMessage.findMany({
+      where: {
+        contactId: contact.id,
+        contact: { teamId: ctx.teamId },
+        ...(messageWhere ?? {}),
+      },
+      orderBy: [{ occurredAt: "desc" }, { createdAt: "desc" }],
+      take: limit,
+      include: {
+        contactInbox: { select: { id: true, sourceExternalId: true, title: true } },
+      },
+    }),
+    prisma.clientTimelineEntry.findMany({
+      where: {
+        teamId: ctx.teamId,
+        contactId: contact.id,
+      },
+      orderBy: [{ datetime: "desc" }, { createdAt: "desc" }],
+      take: limit,
+    }),
+  ]);
+
+  const messagesRaw = [...messagesRawDesc].reverse();
+  const timelineRows = [...timelineRowsDesc].reverse();
+
+  let omniMessagesRaw: Array<{
+    id: string;
+    contactId: string;
+    channel: string;
+    direction: string;
+    text: string;
+    rawJson: unknown;
+    status: string;
+    occurredAt: Date;
+    updatedAt: Date;
+  }> = [];
+
+  if (messagesRaw.length) {
+    const minOccurredAt = messagesRaw[0]?.occurredAt ?? new Date();
+    const maxOccurredAt = messagesRaw[messagesRaw.length - 1]?.occurredAt ?? new Date();
+    const fromOccurredAt = new Date(minOccurredAt.getTime() - 5 * 60 * 1000);
+    const toOccurredAt = new Date(maxOccurredAt.getTime() + 5 * 60 * 1000);
+
+    omniMessagesRaw = await prisma.omniMessage.findMany({
+      where: {
+        teamId: ctx.teamId,
+        contactId: contact.id,
+        occurredAt: {
+          gte: fromOccurredAt,
+          lte: toOccurredAt,
+        },
+      },
+      select: {
+        id: true,
+        contactId: true,
+        channel: true,
+        direction: true,
+        text: true,
+        rawJson: true,
+        status: true,
+        occurredAt: true,
+        updatedAt: true,
+      },
+      orderBy: [{ occurredAt: "asc" }, { updatedAt: "asc" }],
+      take: Math.max(limit * 2, 300),
+    });
+  }
+
+  const omniByKey = new Map<string, typeof omniMessagesRaw>();
+  for (const row of omniMessagesRaw) {
+    const normalizedText = extractOmniNormalizedText(row.rawJson, row.text);
+    const key = [row.contactId, row.channel, row.direction, normalizedText].join("|");
+    if (!omniByKey.has(key)) omniByKey.set(key, []);
+    omniByKey.get(key)?.push(row);
+  }
+  const consumedOmniMessageIds = new Set<string>();
+
+  const resolveDeliveryStatus = (m: (typeof messagesRaw)[number]) => {
+    if (m.kind !== "MESSAGE") return null;
+    const key = [m.contactId, m.channel, m.direction, m.content.trim()].join("|");
+    const candidates = omniByKey.get(key) ?? [];
+    if (!candidates.length) {
+      if (m.direction === "OUT" && m.channel === "TELEGRAM") return "PENDING";
+      return null;
+    }
+
+    const targetMs = m.occurredAt.getTime();
+    let best: (typeof candidates)[number] | null = null;
+    let bestDiff = Number.POSITIVE_INFINITY;
+
+    for (const candidate of candidates) {
+      if (consumedOmniMessageIds.has(candidate.id)) continue;
+      const diff = Math.abs(candidate.occurredAt.getTime() - targetMs);
+      if (diff > 5 * 60 * 1000) continue;
+      if (diff < bestDiff) {
+        best = candidate;
+        bestDiff = diff;
+        continue;
+      }
+      if (diff === bestDiff && best && candidate.updatedAt.getTime() > best.updatedAt.getTime()) {
+        best = candidate;
+      }
+    }
+
+    if (!best) {
+      if (m.direction === "OUT" && m.channel === "TELEGRAM") return "PENDING";
+      return null;
+    }
+
+    consumedOmniMessageIds.add(best.id);
+    return best.status;
+  };
+
+  const messageItems = messagesRaw.map((m) => ({
+    id: `message-${m.id}`,
+    contactId: contact.id,
+    contentType: "message",
+    contentId: m.id,
+    datetime: m.occurredAt.toISOString(),
+    message: {
+      id: m.id,
+      at: m.occurredAt.toISOString(),
+      contactId: contact.id,
+      contact: contact.name,
+      contactInboxId: m.contactInboxId ?? "",
+      sourceExternalId: m.contactInbox?.sourceExternalId ?? "",
+      sourceTitle: m.contactInbox?.title ?? "",
+      channel: mapChannel(m.channel),
+      kind: m.kind === "CALL" ? "call" : "message",
+      direction: m.direction === "IN" ? "in" : "out",
+      text: m.content,
+      audioUrl: "",
+      duration: m.durationSec ? new Date(m.durationSec * 1000).toISOString().slice(14, 19) : "",
+      transcript: Array.isArray(m.transcriptJson) ? ((m.transcriptJson as any) as string[]) : [],
+      deliveryStatus: resolveDeliveryStatus(m),
+    },
+  }));
+
+  const calendarIds: string[] = [];
+  const documentIds: string[] = [];
+  const recommendationIds: string[] = [];
+
+  for (const row of timelineRows) {
+    if (row.contentType === "CALENDAR_EVENT") {
+      calendarIds.push(row.contentId);
+      continue;
+    }
+    if (row.contentType === "DOCUMENT") {
+      documentIds.push(row.contentId);
+      continue;
+    }
+    if (row.contentType === "RECOMMENDATION") {
+      recommendationIds.push(row.contentId);
+    }
+  }
+
+  const [calendarRows, documentRows, recommendationRows] = await Promise.all([
+    calendarIds.length
+      ? prisma.calendarEvent.findMany({
+        where: {
+          id: { in: calendarIds },
+          teamId: ctx.teamId,
+          contactId: contact.id,
+        },
+      })
+      : Promise.resolve([]),
+    documentIds.length
+      ? prisma.workspaceDocument.findMany({
+        where: {
+          id: { in: documentIds },
+          teamId: ctx.teamId,
+        },
+      })
+      : Promise.resolve([]),
+    recommendationIds.length
+      ? prisma.feedCard.findMany({
+        where: {
+          id: { in: recommendationIds },
+          teamId: ctx.teamId,
+          contactId: contact.id,
+        },
+      })
+      : Promise.resolve([]),
+  ]);
+
+  const calendarById = new Map(
+    calendarRows.map((row) => [
+      row.id,
+      {
+        id: row.id,
+        title: row.title,
+        start: row.startsAt.toISOString(),
+        end: (row.endsAt ?? row.startsAt).toISOString(),
+        contact: contact.name,
+        note: row.note ?? "",
+        isArchived: Boolean(row.isArchived),
+        createdAt: row.createdAt.toISOString(),
+        archiveNote: row.archiveNote ?? "",
+        archivedAt: row.archivedAt?.toISOString() ?? "",
+      },
+    ]),
+  );
+
+  const documentById = new Map(
+    documentRows.map((row) => [
+      row.id,
+      {
+        id: row.id,
+        title: row.title,
+        type: row.type,
+        owner: row.owner,
+        scope: row.scope,
+        updatedAt: row.updatedAt.toISOString(),
+        summary: row.summary,
+        body: row.body,
+      },
+    ]),
+  );
+
+  const recommendationById = new Map(
+    recommendationRows.map((row) => [
+      row.id,
+      {
+        id: row.id,
+        at: row.happenedAt.toISOString(),
+        contact: contact.name,
+        text: row.text,
+        proposal: {
+          title: ((row.proposalJson as any)?.title ?? "") as string,
+          details: (Array.isArray((row.proposalJson as any)?.details) ? (row.proposalJson as any).details : []) as string[],
+          key: ((row.proposalJson as any)?.key ?? "") as string,
+        },
+        decision: row.decision === "ACCEPTED" ? "accepted" : row.decision === "REJECTED" ? "rejected" : "pending",
+        decisionNote: row.decisionNote ?? "",
+      },
+    ]),
+  );
+
+  const timelineItems = timelineRows
+    .map((row) => {
+      const base = {
+        id: row.id,
+        contactId: row.contactId,
+        contentType: mapTimelineContentType(row.contentType as ClientTimelineContentType),
+        contentId: row.contentId,
+        datetime: row.datetime.toISOString(),
+      };
+
+      if (row.contentType === "CALENDAR_EVENT") {
+        const event = calendarById.get(row.contentId);
+        if (!event) return null;
+        return {
+          ...base,
+          calendarEvent: event,
+        };
+      }
+
+      if (row.contentType === "DOCUMENT") {
+        const document = documentById.get(row.contentId);
+        if (!document) return null;
+        return {
+          ...base,
+          document,
+        };
+      }
+
+      if (row.contentType === "RECOMMENDATION") {
+        const recommendation = recommendationById.get(row.contentId);
+        if (!recommendation) return null;
+        return {
+          ...base,
+          recommendation,
+        };
+      }
+
+      return null;
+    })
+    .filter((item) => item !== null) as Array<Record<string, unknown> & { datetime: string }>;
+
+  return [...messageItems, ...timelineItems]
+    .sort((a, b) => a.datetime.localeCompare(b.datetime))
+    .slice(-limit);
+}
+
 async function createCalendarEvent(auth: AuthContext | null, input: {
   title: string;
   start: string;
@@ -740,6 +1114,16 @@ async function createCalendarEvent(auth: AuthContext | null, input: {
     include: { contact: { select: { name: true } } },
   });
 
+  if (created.contactId) {
+    await upsertClientTimelineEntry({
+      teamId: ctx.teamId,
+      contactId: created.contactId,
+      contentType: "CALENDAR_EVENT",
+      contentId: created.id,
+      datetime: new Date(),
+    });
+  }
+
   return {
     id: created.id,
     title: created.title,
@@ -776,6 +1160,16 @@ async function archiveCalendarEvent(auth: AuthContext | null, input: { id: strin
     include: { contact: { select: { name: true } } },
   });
 
+  if (updated.contactId) {
+    await upsertClientTimelineEntry({
+      teamId: ctx.teamId,
+      contactId: updated.contactId,
+      contentType: "CALENDAR_EVENT",
+      contentId: updated.id,
+      datetime: new Date(),
+    });
+  }
+
   return {
     id: updated.id,
     title: updated.title,
@@ -961,6 +1355,27 @@ async function createWorkspaceDocument(auth: AuthContext | null, input: {
     },
   });
 
+  const linkedScope = parseContactDocumentScope(created.scope);
+  if (linkedScope?.contactId) {
+    const linkedContact = await prisma.contact.findFirst({
+      where: {
+        id: linkedScope.contactId,
+        teamId: ctx.teamId,
+      },
+      select: { id: true },
+    });
+
+    if (linkedContact) {
+      await upsertClientTimelineEntry({
+        teamId: ctx.teamId,
+        contactId: linkedContact.id,
+        contentType: "DOCUMENT",
+        contentId: created.id,
+        datetime: new Date(),
+      });
+    }
+  }
+
   return {
     id: created.id,
     title: created.title,
@@ -1351,6 +1766,7 @@ export const crmGraphqlSchema = buildSchema(`
     chatMessages: [PilotMessage!]!
     chatConversations: [Conversation!]!
     dashboard: DashboardPayload!
+    getClientTimeline(contactId: ID!, limit: Int): [ClientTimelineItem!]!
   }
 
   type Mutation {
@@ -1498,6 +1914,18 @@ export const crmGraphqlSchema = buildSchema(`
     documents: [WorkspaceDocument!]!
   }
 
+  type ClientTimelineItem {
+    id: ID!
+    contactId: String!
+    contentType: String!
+    contentId: String!
+    datetime: String!
+    message: CommItem
+    calendarEvent: CalendarEvent
+    recommendation: FeedCard
+    document: WorkspaceDocument
+  }
+
   type Contact {
     id: ID!
     name: String!
@@ -1615,6 +2043,10 @@ export const crmGraphqlRoot = {
   chatMessages: async (_args: unknown, context: GraphQLContext) => getChatMessages(context.auth),
   chatConversations: async (_args: unknown, context: GraphQLContext) => getChatConversations(context.auth),
   dashboard: async (_args: unknown, context: GraphQLContext) => getDashboard(context.auth),
+  getClientTimeline: async (
+    args: { contactId: string; limit?: number },
+    context: GraphQLContext,
+  ) => getClientTimeline(context.auth, args.contactId, args.limit),
 
   login: async (args: { phone: string; password: string }, context: GraphQLContext) =>
     loginWithPassword(context.event, args.phone, args.password),