HIGH story-contact-detail-management-coordinator-004 3 pts
3
Story Points
High
Priority
Contact Detail & Management
Feature

User Story

As a user
I want to scroll through a chronological timeline of all notes added to a contact, with each entry showing the author, date, and note content
So that So that I can quickly understand the history of interactions with a contact and pick up where a previous mentor left off without having to ask colleagues for context

Acceptance Criteria

  • Given a contact has multiple notes, when the notes timeline renders, then notes appear in reverse-chronological order with author name, date, and note body for each entry
  • Given a contact has more than 20 notes, when the user scrolls to the bottom of the visible list, then additional notes are loaded lazily without a full screen reload
  • Given the app is offline, when a user opens the notes timeline, then locally cached notes are displayed with a banner indicating potential staleness
  • Given a note was written by a coordinator and the current user is a peer mentor without coordinator role, when the timeline renders, then that note is not visible to the peer mentor
  • Given a screen reader is active, when the user navigates the notes timeline, then each note entry is announced with author, date, and content in that order
  • Given a contact has no notes, when the timeline section loads, then a friendly empty-state message is displayed

Business Value

The ability to review interaction history reduces duplicated effort and improves support quality significantly. Survey data from the workshops showed that 40% of peer mentors felt under-followed-up by coordinators — a chronological notes timeline directly addresses this by making the full interaction record visible to anyone picking up the case. This is particularly critical when a peer mentor is temporarily unavailable (pause function) and a coordinator or different mentor takes over their contacts.