CONTACT_HISTORY_FEATURE.md

Contact History Feature - Implementation Summary

Overview

Added a "Contact History" tab to the web app dashboard that displays all people contacted with their details and email summary.

Changes Made

1. Database Schema (models.py)

• Added contact_history column to User model (JSON field)
• Added get_contact_history() method to retrieve contact history
• Added add_contact_history() method to save contact details with:
  • Company name
  • Contact name
  • Email address
  • Email summary (first 100 chars of email body)
  • Date sent

2. Backend API (app.py)

• Added /contacts route - serves the contacts history page
• Added /api/contacts route - JSON API endpoint that returns contact history sorted by date
• Updated /submit workflow to save detailed contact information after sending emails

3. Email Workflow (EmailFinderUsingClaude.py)

• Modified main() function to return contacts_data field with full contact details including email bodies
• This data is used to populate the contact history

4. Frontend (dashboard.html)

• Added tabbed interface with two tabs:
  • "New Campaign" - existing form for starting new campaigns
  • "Contact History" - new table showing contacted people
• Contact History displays:
  • Company name
  • Contact person's name
  • Email address
  • Summary of email sent (truncated to fit)
  • Date and time sent
• Auto-loads contact data via AJAX when tab is clicked
• Shows count of total contacts
• Responsive table design with hover effects

5. Database Migration (migrate_db.py)

• Created migration script to add contact_history column to existing databases
• Safe to run multiple times (checks if column exists first)
• Migration completed successfully

How to Use

For End Users:

1. Log in to the web app
2. Click the "Contact History" tab in the dashboard
3. View all previously contacted people with their details
4. See a 1-line summary of each email sent

For Developers:

• Run python migrate_db.py if upgrading from an older version (already done)
• Start the app normally with python app.py
• Contact history is automatically tracked for all new campaigns

Data Structure

Contact history entries are stored as JSON with this schema:

{
  "company_name": "Company Name",
  "contact_name": "John Doe",
  "email_address": "john@example.com",
  "email_summary": "Hi Company Name Team, I hope you're well. My name is...",
  "date_sent": "2025-10-18T12:34:56.789012"
}

Testing

All Python files compile without syntax errors. The feature is ready to use once you run the Flask app.