CRM

ROADMAP.md

@@ -19,26 +19,27 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Local file attachment storage under `/app/data/uploads`
 - Puppeteer PDF service foundation with branded company-profile preview
 - CRM reference entities for customers and vendors
+- CRM customer and vendor create/edit/detail workflows
+- CRM search, filters, and persisted status tagging
 - SVAR Gantt integration wrapper with demo planning data
 - Multi-stage Docker packaging and migration-aware entrypoint
+- Docker image validated locally with successful app startup and login flow
 - Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
 
 ### Current known gaps in the foundation
 
-- Docker runtime has been authored but not validated in this environment because the local Docker daemon was unavailable
 - Prisma migration execution is committed and documented, but local Windows Node 24 schema-engine behavior remains inconsistent; use Node 22 or Docker for migration execution
 - The frontend bundle is functional but should be code-split later, especially around the gantt module
-- CRM is currently read-focused and seeded; create/update/detail workflows still need to be built
+- CRM contact history, shared attachments, and deeper operational metadata are not built yet
 
 ## Planned feature phases
 
 ### Phase 1: CRM and master data hardening
 
-- Customer and vendor create/edit/detail pages
-- Search, filters, and status tagging
 - Contact history and internal notes
 - Shared attachment support on CRM entities
 - Better seed/bootstrap strategy for non-development environments
+- Deeper CRM operational fields and lifecycle reporting
 
 ### Phase 2: Inventory and manufacturing core
 
@@ -91,9 +92,8 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 ## Near-term priority order
 
-1. CRM detail and edit workflows
+1. CRM contact history and internal notes
-2. Inventory item and BOM data model
+2. CRM shared attachments and operational metadata
-3. Sales order and quote foundation
+3. Inventory item and BOM data model
-4. Shipping module tied to sales orders
+4. Sales order and quote foundation
-5. Live manufacturing gantt scheduling
+5. Shipping module tied to sales orders
-

client/src/lib/api.ts

@@ -8,6 +8,12 @@ import type {
   LoginRequest,
   LoginResponse,
 } from "@mrp/shared";
+import type {
+  CrmRecordDetailDto,
+  CrmRecordInput,
+  CrmRecordStatus,
+  CrmRecordSummaryDto,
+} from "@mrp/shared/dist/crm/types.js";
 
 export class ApiError extends Error {
   constructor(message: string, public readonly code: string) {
@@ -33,6 +39,18 @@ async function request<T>(input: string, init?: RequestInit, token?: string): Pr
   return json.data;
 }
 
+function buildQueryString(params: Record<string, string | undefined>) {
+  const searchParams = new URLSearchParams();
+  for (const [key, value] of Object.entries(params)) {
+    if (value) {
+      searchParams.set(key, value);
+    }
+  }
+
+  const queryString = searchParams.toString();
+  return queryString ? `?${queryString}` : "";
+}
+
 export const api = {
   login(payload: LoginRequest) {
     return request<LoginResponse>("/api/v1/auth/login", {
@@ -75,11 +93,73 @@ export const api = {
     }
     return json.data;
   },
-  getCustomers(token: string) {
+  getCustomers(token: string, filters?: { q?: string; status?: CrmRecordStatus; state?: string }) {
-    return request<Array<Record<string, string>>>("/api/v1/crm/customers", undefined, token);
+    return request<CrmRecordSummaryDto[]>(
+      `/api/v1/crm/customers${buildQueryString({
+        q: filters?.q,
+        status: filters?.status,
+        state: filters?.state,
+      })}`,
+      undefined,
+      token
+    );
   },
-  getVendors(token: string) {
+  getCustomer(token: string, customerId: string) {
-    return request<Array<Record<string, string>>>("/api/v1/crm/vendors", undefined, token);
+    return request<CrmRecordDetailDto>(`/api/v1/crm/customers/${customerId}`, undefined, token);
+  },
+  createCustomer(token: string, payload: CrmRecordInput) {
+    return request<CrmRecordDetailDto>(
+      "/api/v1/crm/customers",
+      {
+        method: "POST",
+        body: JSON.stringify(payload),
+      },
+      token
+    );
+  },
+  updateCustomer(token: string, customerId: string, payload: CrmRecordInput) {
+    return request<CrmRecordDetailDto>(
+      `/api/v1/crm/customers/${customerId}`,
+      {
+        method: "PUT",
+        body: JSON.stringify(payload),
+      },
+      token
+    );
+  },
+  getVendors(token: string, filters?: { q?: string; status?: CrmRecordStatus; state?: string }) {
+    return request<CrmRecordSummaryDto[]>(
+      `/api/v1/crm/vendors${buildQueryString({
+        q: filters?.q,
+        status: filters?.status,
+        state: filters?.state,
+      })}`,
+      undefined,
+      token
+    );
+  },
+  getVendor(token: string, vendorId: string) {
+    return request<CrmRecordDetailDto>(`/api/v1/crm/vendors/${vendorId}`, undefined, token);
+  },
+  createVendor(token: string, payload: CrmRecordInput) {
+    return request<CrmRecordDetailDto>(
+      "/api/v1/crm/vendors",
+      {
+        method: "POST",
+        body: JSON.stringify(payload),
+      },
+      token
+    );
+  },
+  updateVendor(token: string, vendorId: string, payload: CrmRecordInput) {
+    return request<CrmRecordDetailDto>(
+      `/api/v1/crm/vendors/${vendorId}`,
+      {
+        method: "PUT",
+        body: JSON.stringify(payload),
+      },
+      token
+    );
   },
   getGanttDemo(token: string) {
     return request<{ tasks: GanttTaskDto[]; links: GanttLinkDto[] }>("/api/v1/gantt/demo", undefined, token);

client/src/main.tsx

@@ -10,6 +10,8 @@ import { AuthProvider } from "./auth/AuthProvider";
 import { DashboardPage } from "./modules/dashboard/DashboardPage";
 import { LoginPage } from "./modules/login/LoginPage";
 import { CompanySettingsPage } from "./modules/settings/CompanySettingsPage";
+import { CrmDetailPage } from "./modules/crm/CrmDetailPage";
+import { CrmFormPage } from "./modules/crm/CrmFormPage";
 import { CustomersPage } from "./modules/crm/CustomersPage";
 import { VendorsPage } from "./modules/crm/VendorsPage";
 import { GanttPage } from "./modules/gantt/GanttPage";
@@ -35,7 +37,18 @@ const router = createBrowserRouter([
             element: <ProtectedRoute requiredPermissions={[permissions.crmRead]} />,
             children: [
               { path: "/crm/customers", element: <CustomersPage /> },
+              { path: "/crm/customers/:customerId", element: <CrmDetailPage entity="customer" /> },
               { path: "/crm/vendors", element: <VendorsPage /> },
+              { path: "/crm/vendors/:vendorId", element: <CrmDetailPage entity="vendor" /> },
+            ],
+          },
+          {
+            element: <ProtectedRoute requiredPermissions={[permissions.crmWrite]} />,
+            children: [
+              { path: "/crm/customers/new", element: <CrmFormPage entity="customer" mode="create" /> },
+              { path: "/crm/customers/:customerId/edit", element: <CrmFormPage entity="customer" mode="edit" /> },
+              { path: "/crm/vendors/new", element: <CrmFormPage entity="vendor" mode="create" /> },
+              { path: "/crm/vendors/:vendorId/edit", element: <CrmFormPage entity="vendor" mode="edit" /> },
             ],
           },
           {
@@ -60,4 +73,3 @@ ReactDOM.createRoot(document.getElementById("root")!).render(
     </ThemeProvider>
   </React.StrictMode>
 );
-

client/src/modules/crm/CrmDetailPage.tsx

@@ -0,0 +1,113 @@
+import { permissions } from "@mrp/shared";
+import type { CrmRecordDetailDto } from "@mrp/shared/dist/crm/types.js";
+import { useEffect, useState } from "react";
+import { Link, useParams } from "react-router-dom";
+
+import { useAuth } from "../../auth/AuthProvider";
+import { api, ApiError } from "../../lib/api";
+import { CrmStatusBadge } from "./CrmStatusBadge";
+import { type CrmEntity, crmConfigs } from "./config";
+
+interface CrmDetailPageProps {
+  entity: CrmEntity;
+}
+
+export function CrmDetailPage({ entity }: CrmDetailPageProps) {
+  const { token, user } = useAuth();
+  const { customerId, vendorId } = useParams();
+  const recordId = entity === "customer" ? customerId : vendorId;
+  const config = crmConfigs[entity];
+  const [record, setRecord] = useState<CrmRecordDetailDto | null>(null);
+  const [status, setStatus] = useState(`Loading ${config.singularLabel.toLowerCase()}...`);
+
+  const canManage = user?.permissions.includes(permissions.crmWrite) ?? false;
+
+  useEffect(() => {
+    if (!token || !recordId) {
+      return;
+    }
+
+    const loadRecord = entity === "customer" ? api.getCustomer(token, recordId) : api.getVendor(token, recordId);
+
+    loadRecord
+      .then((nextRecord) => {
+        setRecord(nextRecord);
+        setStatus(`${config.singularLabel} record loaded.`);
+      })
+      .catch((error: unknown) => {
+        const message = error instanceof ApiError ? error.message : `Unable to load ${config.singularLabel.toLowerCase()}.`;
+        setStatus(message);
+      });
+  }, [config.singularLabel, entity, recordId, token]);
+
+  if (!record) {
+    return <div className="rounded-[28px] border border-line/70 bg-surface/90 p-8 text-sm text-muted shadow-panel">{status}</div>;
+  }
+
+  return (
+    <section className="space-y-6">
+      <div className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
+        <div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
+          <div>
+            <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM Detail</p>
+            <h3 className="mt-3 text-3xl font-bold text-text">{record.name}</h3>
+            <div className="mt-4">
+              <CrmStatusBadge status={record.status} />
+            </div>
+            <p className="mt-2 text-sm text-muted">
+              {config.singularLabel} record last updated {new Date(record.updatedAt).toLocaleString()}.
+            </p>
+          </div>
+          <div className="flex flex-wrap gap-3">
+            <Link
+              to={config.routeBase}
+              className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-4 py-3 text-sm font-semibold text-text"
+            >
+              Back to {config.collectionLabel.toLowerCase()}
+            </Link>
+            {canManage ? (
+              <Link
+                to={`${config.routeBase}/${record.id}/edit`}
+                className="inline-flex items-center justify-center rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white"
+              >
+                Edit {config.singularLabel.toLowerCase()}
+              </Link>
+            ) : null}
+          </div>
+        </div>
+      </div>
+      <div className="grid gap-6 xl:grid-cols-[1.2fr_0.8fr]">
+        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Contact</p>
+          <dl className="mt-6 grid gap-5 md:grid-cols-2">
+            <div>
+              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Email</dt>
+              <dd className="mt-2 text-base text-text">{record.email}</dd>
+            </div>
+            <div>
+              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Phone</dt>
+              <dd className="mt-2 text-base text-text">{record.phone}</dd>
+            </div>
+            <div className="md:col-span-2">
+              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Address</dt>
+              <dd className="mt-2 whitespace-pre-line text-base text-text">
+                {[record.addressLine1, record.addressLine2, `${record.city}, ${record.state} ${record.postalCode}`, record.country]
+                  .filter(Boolean)
+                  .join("\n")}
+              </dd>
+            </div>
+          </dl>
+        </article>
+        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Notes</p>
+          <p className="mt-4 whitespace-pre-line text-sm leading-7 text-text">
+            {record.notes || "No internal notes recorded for this account yet."}
+          </p>
+          <div className="mt-8 rounded-2xl border border-line/70 bg-page/70 px-4 py-4 text-sm text-muted">
+            Created {new Date(record.createdAt).toLocaleDateString()}
+          </div>
+        </article>
+      </div>
+    </section>
+  );
+}

client/src/modules/crm/CrmFormPage.tsx

@@ -0,0 +1,124 @@
+import type { CrmRecordInput } from "@mrp/shared/dist/crm/types.js";
+import { useEffect, useState } from "react";
+import { Link, useNavigate, useParams } from "react-router-dom";
+
+import { useAuth } from "../../auth/AuthProvider";
+import { api, ApiError } from "../../lib/api";
+import { CrmRecordForm } from "./CrmRecordForm";
+import { type CrmEntity, crmConfigs, emptyCrmRecordInput } from "./config";
+
+interface CrmFormPageProps {
+  entity: CrmEntity;
+  mode: "create" | "edit";
+}
+
+export function CrmFormPage({ entity, mode }: CrmFormPageProps) {
+  const navigate = useNavigate();
+  const { token } = useAuth();
+  const { customerId, vendorId } = useParams();
+  const recordId = entity === "customer" ? customerId : vendorId;
+  const config = crmConfigs[entity];
+  const [form, setForm] = useState<CrmRecordInput>(emptyCrmRecordInput);
+  const [status, setStatus] = useState(
+    mode === "create" ? `Create a new ${config.singularLabel.toLowerCase()} record.` : `Loading ${config.singularLabel.toLowerCase()}...`
+  );
+  const [isSaving, setIsSaving] = useState(false);
+
+  useEffect(() => {
+    if (mode !== "edit" || !token || !recordId) {
+      return;
+    }
+
+    const loadRecord = entity === "customer" ? api.getCustomer(token, recordId) : api.getVendor(token, recordId);
+
+    loadRecord
+      .then((record) => {
+        setForm({
+          name: record.name,
+          email: record.email,
+          phone: record.phone,
+          addressLine1: record.addressLine1,
+          addressLine2: record.addressLine2,
+          city: record.city,
+          state: record.state,
+          postalCode: record.postalCode,
+          country: record.country,
+          status: record.status,
+          notes: record.notes,
+        });
+        setStatus(`${config.singularLabel} record loaded.`);
+      })
+      .catch((error: unknown) => {
+        const message = error instanceof ApiError ? error.message : `Unable to load ${config.singularLabel.toLowerCase()}.`;
+        setStatus(message);
+      });
+  }, [config.singularLabel, entity, mode, recordId, token]);
+
+  function updateField<Key extends keyof CrmRecordInput>(key: Key, value: CrmRecordInput[Key]) {
+    setForm((current: CrmRecordInput) => ({ ...current, [key]: value }));
+  }
+
+  async function handleSubmit(event: React.FormEvent<HTMLFormElement>) {
+    event.preventDefault();
+    if (!token) {
+      return;
+    }
+
+    setIsSaving(true);
+    setStatus(`Saving ${config.singularLabel.toLowerCase()}...`);
+
+    try {
+      const savedRecord =
+        entity === "customer"
+          ? mode === "create"
+            ? await api.createCustomer(token, form)
+            : await api.updateCustomer(token, recordId ?? "", form)
+          : mode === "create"
+            ? await api.createVendor(token, form)
+            : await api.updateVendor(token, recordId ?? "", form);
+
+      navigate(`${config.routeBase}/${savedRecord.id}`);
+    } catch (error: unknown) {
+      const message = error instanceof ApiError ? error.message : `Unable to save ${config.singularLabel.toLowerCase()}.`;
+      setStatus(message);
+      setIsSaving(false);
+    }
+  }
+
+  return (
+    <form className="space-y-6" onSubmit={handleSubmit}>
+      <section className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
+        <div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
+          <div>
+            <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM Editor</p>
+            <h3 className="mt-3 text-2xl font-bold text-text">
+              {mode === "create" ? `New ${config.singularLabel}` : `Edit ${config.singularLabel}`}
+            </h3>
+            <p className="mt-2 max-w-2xl text-sm text-muted">
+              Capture the operational contact and address details needed for quoting, purchasing, and shipping workflows.
+            </p>
+          </div>
+          <Link
+            to={mode === "create" ? config.routeBase : `${config.routeBase}/${recordId}`}
+            className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-4 py-3 text-sm font-semibold text-text"
+          >
+            Cancel
+          </Link>
+        </div>
+      </section>
+      <section className="space-y-6 rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
+        <CrmRecordForm form={form} onChange={updateField} />
+        <div className="flex items-center justify-between rounded-2xl border border-line/70 bg-page/70 px-4 py-4">
+          <span className="text-sm text-muted">{status}</span>
+          <button
+            type="submit"
+            disabled={isSaving}
+            className="rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
+          >
+            {isSaving ? "Saving..." : mode === "create" ? `Create ${config.singularLabel}` : "Save changes"}
+          </button>
+        </div>
+      </section>
+    </form>
+  );
+}

client/src/modules/crm/CrmListPage.tsx

@@ -0,0 +1,146 @@
+import { permissions } from "@mrp/shared";
+import type { CrmRecordStatus, CrmRecordSummaryDto } from "@mrp/shared/dist/crm/types.js";
+import { useEffect, useState } from "react";
+import { Link } from "react-router-dom";
+
+import { useAuth } from "../../auth/AuthProvider";
+import { api, ApiError } from "../../lib/api";
+import { CrmStatusBadge } from "./CrmStatusBadge";
+import { crmStatusFilters, type CrmEntity, crmConfigs } from "./config";
+
+interface CrmListPageProps {
+  entity: CrmEntity;
+}
+
+export function CrmListPage({ entity }: CrmListPageProps) {
+  const { token, user } = useAuth();
+  const config = crmConfigs[entity];
+  const [records, setRecords] = useState<CrmRecordSummaryDto[]>([]);
+  const [searchTerm, setSearchTerm] = useState("");
+  const [stateFilter, setStateFilter] = useState("");
+  const [statusFilter, setStatusFilter] = useState<"ALL" | CrmRecordStatus>("ALL");
+  const [status, setStatus] = useState(`Loading ${config.collectionLabel.toLowerCase()}...`);
+
+  const canManage = user?.permissions.includes(permissions.crmWrite) ?? false;
+
+  useEffect(() => {
+    if (!token) {
+      return;
+    }
+
+    const filters = {
+      q: searchTerm.trim() || undefined,
+      state: stateFilter.trim() || undefined,
+      status: statusFilter === "ALL" ? undefined : statusFilter,
+    };
+
+    const loadRecords = entity === "customer" ? api.getCustomers(token, filters) : api.getVendors(token, filters);
+
+    loadRecords
+      .then((nextRecords) => {
+        setRecords(nextRecords);
+        setStatus(`${nextRecords.length} ${config.collectionLabel.toLowerCase()} matched the current filters.`);
+      })
+      .catch((error: unknown) => {
+        const message = error instanceof ApiError ? error.message : `Unable to load ${config.collectionLabel.toLowerCase()}.`;
+        setStatus(message);
+      });
+  }, [config.collectionLabel, entity, searchTerm, stateFilter, statusFilter, token]);
+
+  return (
+    <section className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
+      <div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
+        <div>
+          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM</p>
+          <h3 className="mt-3 text-2xl font-bold text-text">{config.collectionLabel}</h3>
+          <p className="mt-2 max-w-2xl text-sm text-muted">
+            Operational contact records, shipping addresses, and account context for active {config.collectionLabel.toLowerCase()}.
+          </p>
+        </div>
+        {canManage ? (
+          <Link
+            to={`${config.routeBase}/new`}
+            className="inline-flex items-center justify-center rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white"
+          >
+            New {config.singularLabel.toLowerCase()}
+          </Link>
+        ) : null}
+      </div>
+      <div className="mt-6 grid gap-4 rounded-3xl border border-line/70 bg-page/60 p-4 lg:grid-cols-[1.4fr_0.8fr_0.8fr]">
+        <label className="block">
+          <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Search</span>
+          <input
+            value={searchTerm}
+            onChange={(event) => setSearchTerm(event.target.value)}
+            placeholder={`Search ${config.collectionLabel.toLowerCase()} by company, email, phone, or location`}
+            className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
+          />
+        </label>
+        <label className="block">
+          <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Status</span>
+          <select
+            value={statusFilter}
+            onChange={(event) => setStatusFilter(event.target.value as "ALL" | CrmRecordStatus)}
+            className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
+          >
+            {crmStatusFilters.map((option) => (
+              <option key={option.value} value={option.value}>
+                {option.label}
+              </option>
+            ))}
+          </select>
+        </label>
+        <label className="block">
+          <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">State / Province</span>
+          <input
+            value={stateFilter}
+            onChange={(event) => setStateFilter(event.target.value)}
+            placeholder="Filter by region"
+            className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
+          />
+        </label>
+      </div>
+      <div className="mt-6 rounded-2xl border border-line/70 bg-page/60 px-4 py-3 text-sm text-muted">{status}</div>
+      {records.length === 0 ? (
+        <div className="mt-6 rounded-3xl border border-dashed border-line/70 bg-page/60 px-6 py-12 text-center text-sm text-muted">
+          {config.emptyMessage}
+        </div>
+      ) : (
+        <div className="mt-6 overflow-hidden rounded-2xl border border-line/70">
+          <table className="min-w-full divide-y divide-line/70 text-sm">
+            <thead className="bg-page/80 text-left text-muted">
+              <tr>
+                <th className="px-4 py-3">Name</th>
+                <th className="px-4 py-3">Status</th>
+                <th className="px-4 py-3">Email</th>
+                <th className="px-4 py-3">Phone</th>
+                <th className="px-4 py-3">Location</th>
+                <th className="px-4 py-3">Updated</th>
+              </tr>
+            </thead>
+            <tbody className="divide-y divide-line/70 bg-surface">
+              {records.map((record) => (
+                <tr key={record.id} className="transition hover:bg-page/70">
+                  <td className="px-4 py-3 font-semibold text-text">
+                    <Link to={`${config.routeBase}/${record.id}`} className="hover:text-brand">
+                      {record.name}
+                    </Link>
+                  </td>
+                  <td className="px-4 py-3">
+                    <CrmStatusBadge status={record.status} />
+                  </td>
+                  <td className="px-4 py-3 text-muted">{record.email}</td>
+                  <td className="px-4 py-3 text-muted">{record.phone}</td>
+                  <td className="px-4 py-3 text-muted">
+                    {record.city}, {record.state}, {record.country}
+                  </td>
+                  <td className="px-4 py-3 text-muted">{new Date(record.updatedAt).toLocaleDateString()}</td>
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        </div>
+      )}
+    </section>
+  );
+}

client/src/modules/crm/CrmRecordForm.tsx

@@ -0,0 +1,63 @@
+import type { CrmRecordInput } from "@mrp/shared/dist/crm/types.js";
+
+import { crmStatusOptions } from "./config";
+
+const fields: Array<{ key: keyof CrmRecordInput; label: string; type?: string }> = [
+  { key: "name", label: "Company name" },
+  { key: "email", label: "Email", type: "email" },
+  { key: "phone", label: "Phone" },
+  { key: "addressLine1", label: "Address line 1" },
+  { key: "addressLine2", label: "Address line 2" },
+  { key: "city", label: "City" },
+  { key: "state", label: "State / Province" },
+  { key: "postalCode", label: "Postal code" },
+  { key: "country", label: "Country" },
+];
+
+interface CrmRecordFormProps {
+  form: CrmRecordInput;
+  onChange: <Key extends keyof CrmRecordInput>(key: Key, value: CrmRecordInput[Key]) => void;
+}
+
+export function CrmRecordForm({ form, onChange }: CrmRecordFormProps) {
+  return (
+    <>
+      <label className="block">
+        <span className="mb-2 block text-sm font-semibold text-text">Status</span>
+        <select
+          value={form.status}
+          onChange={(event) => onChange("status", event.target.value as CrmRecordInput["status"])}
+          className="w-full rounded-2xl border border-line/70 bg-page px-4 py-3 text-text outline-none transition focus:border-brand"
+        >
+          {crmStatusOptions.map((option) => (
+            <option key={option.value} value={option.value}>
+              {option.label}
+            </option>
+          ))}
+        </select>
+      </label>
+      <div className="grid gap-5 md:grid-cols-2">
+        {fields.map((field) => (
+          <label key={String(field.key)} className="block">
+            <span className="mb-2 block text-sm font-semibold text-text">{field.label}</span>
+            <input
+              type={field.type ?? "text"}
+              value={form[field.key]}
+              onChange={(event) => onChange(field.key, event.target.value)}
+              className="w-full rounded-2xl border border-line/70 bg-page px-4 py-3 text-text outline-none transition focus:border-brand"
+            />
+          </label>
+        ))}
+      </div>
+      <label className="block">
+        <span className="mb-2 block text-sm font-semibold text-text">Internal notes</span>
+        <textarea
+          value={form.notes}
+          onChange={(event) => onChange("notes", event.target.value)}
+          rows={5}
+          className="w-full rounded-2xl border border-line/70 bg-page px-4 py-3 text-text outline-none transition focus:border-brand"
+        />
+      </label>
+    </>
+  );
+}

client/src/modules/crm/CrmStatusBadge.tsx

@@ -0,0 +1,13 @@
+import type { CrmRecordStatus } from "@mrp/shared/dist/crm/types.js";
+
+import { crmStatusOptions, crmStatusPalette } from "./config";
+
+export function CrmStatusBadge({ status }: { status: CrmRecordStatus }) {
+  const label = crmStatusOptions.find((option) => option.value === status)?.label ?? status;
+
+  return (
+    <span className={`inline-flex rounded-full px-3 py-1 text-xs font-semibold uppercase tracking-[0.16em] ${crmStatusPalette[status]}`}>
+      {label}
+    </span>
+  );
+}

client/src/modules/crm/CustomersPage.tsx

@@ -1,46 +1,5 @@
-import { useEffect, useState } from "react";
+import { CrmListPage } from "./CrmListPage";
-
-import { useAuth } from "../../auth/AuthProvider";
-import { api } from "../../lib/api";
 
 export function CustomersPage() {
-  const { token } = useAuth();
+  return <CrmListPage entity="customer" />;
-  const [customers, setCustomers] = useState<Array<Record<string, string>>>([]);
-
-  useEffect(() => {
-    if (!token) {
-      return;
-    }
-    api.getCustomers(token).then(setCustomers);
-  }, [token]);
-
-  return (
-    <section className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
-      <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM</p>
-      <h3 className="mt-3 text-2xl font-bold text-text">Customers</h3>
-      <div className="mt-6 overflow-hidden rounded-2xl border border-line/70">
-        <table className="min-w-full divide-y divide-line/70 text-sm">
-          <thead className="bg-page/80 text-left text-muted">
-            <tr>
-              <th className="px-4 py-3">Name</th>
-              <th className="px-4 py-3">Email</th>
-              <th className="px-4 py-3">Phone</th>
-              <th className="px-4 py-3">Location</th>
-            </tr>
-          </thead>
-          <tbody className="divide-y divide-line/70 bg-surface">
-            {customers.map((customer) => (
-              <tr key={customer.id}>
-                <td className="px-4 py-3 font-semibold text-text">{customer.name}</td>
-                <td className="px-4 py-3 text-muted">{customer.email}</td>
-                <td className="px-4 py-3 text-muted">{customer.phone}</td>
-                <td className="px-4 py-3 text-muted">{customer.city}, {customer.state}</td>
-              </tr>
-            ))}
-          </tbody>
-        </table>
-      </div>
-    </section>
-  );
 }
-

client/src/modules/crm/VendorsPage.tsx

@@ -1,34 +1,5 @@
-import { useEffect, useState } from "react";
+import { CrmListPage } from "./CrmListPage";
-
-import { useAuth } from "../../auth/AuthProvider";
-import { api } from "../../lib/api";
 
 export function VendorsPage() {
-  const { token } = useAuth();
+  return <CrmListPage entity="vendor" />;
-  const [vendors, setVendors] = useState<Array<Record<string, string>>>([]);
-
-  useEffect(() => {
-    if (!token) {
-      return;
-    }
-    api.getVendors(token).then(setVendors);
-  }, [token]);
-
-  return (
-    <section className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
-      <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM</p>
-      <h3 className="mt-3 text-2xl font-bold text-text">Vendors</h3>
-      <div className="mt-6 grid gap-4 md:grid-cols-2">
-        {vendors.map((vendor) => (
-          <article key={vendor.id} className="rounded-2xl border border-line/70 bg-page/70 p-5">
-            <h4 className="text-lg font-bold text-text">{vendor.name}</h4>
-            <p className="mt-2 text-sm text-muted">{vendor.email}</p>
-            <p className="text-sm text-muted">{vendor.phone}</p>
-            <p className="mt-3 text-sm text-muted">{vendor.city}, {vendor.state}</p>
-          </article>
-        ))}
-      </div>
-    </section>
-  );
 }
-

client/src/modules/crm/config.ts

@@ -0,0 +1,63 @@
+import { crmRecordStatuses, type CrmRecordInput, type CrmRecordStatus } from "@mrp/shared/dist/crm/types.js";
+
+export type CrmEntity = "customer" | "vendor";
+
+interface CrmModuleConfig {
+  entity: CrmEntity;
+  collectionLabel: string;
+  singularLabel: string;
+  routeBase: string;
+  emptyMessage: string;
+}
+
+export const crmConfigs: Record<CrmEntity, CrmModuleConfig> = {
+  customer: {
+    entity: "customer",
+    collectionLabel: "Customers",
+    singularLabel: "Customer",
+    routeBase: "/crm/customers",
+    emptyMessage: "No customer accounts have been added yet.",
+  },
+  vendor: {
+    entity: "vendor",
+    collectionLabel: "Vendors",
+    singularLabel: "Vendor",
+    routeBase: "/crm/vendors",
+    emptyMessage: "No vendor records have been added yet.",
+  },
+};
+
+export const emptyCrmRecordInput: CrmRecordInput = {
+  name: "",
+  email: "",
+  phone: "",
+  addressLine1: "",
+  addressLine2: "",
+  city: "",
+  state: "",
+  postalCode: "",
+  country: "USA",
+  status: "ACTIVE",
+  notes: "",
+};
+
+export const crmStatusOptions: Array<{ value: CrmRecordStatus; label: string }> = [
+  { value: "LEAD", label: "Lead" },
+  { value: "ACTIVE", label: "Active" },
+  { value: "ON_HOLD", label: "On Hold" },
+  { value: "INACTIVE", label: "Inactive" },
+];
+
+export const crmStatusFilters: Array<{ value: "ALL" | CrmRecordStatus; label: string }> = [
+  { value: "ALL", label: "All statuses" },
+  ...crmStatusOptions,
+];
+
+export const crmStatusPalette: Record<CrmRecordStatus, string> = {
+  LEAD: "border border-sky-400/30 bg-sky-500/12 text-sky-700 dark:text-sky-300",
+  ACTIVE: "border border-emerald-400/30 bg-emerald-500/12 text-emerald-700 dark:text-emerald-300",
+  ON_HOLD: "border border-amber-400/30 bg-amber-500/12 text-amber-700 dark:text-amber-300",
+  INACTIVE: "border border-slate-400/30 bg-slate-500/12 text-slate-700 dark:text-slate-300",
+};
+
+export { crmRecordStatuses };

server/prisma/migrations/20260314200000_crm_status_and_filters/migration.sql

@@ -0,0 +1,7 @@
+ALTER TABLE "Customer" ADD COLUMN "status" TEXT NOT NULL DEFAULT 'ACTIVE';
+
+ALTER TABLE "Vendor" ADD COLUMN "status" TEXT NOT NULL DEFAULT 'ACTIVE';
+
+CREATE INDEX "Customer_status_idx" ON "Customer"("status");
+
+CREATE INDEX "Vendor_status_idx" ON "Vendor"("status");

server/prisma/schema.prisma

@@ -111,6 +111,7 @@ model Customer {
   state        String
   postalCode   String
   country      String
+  status       String   @default("ACTIVE")
   notes        String
   createdAt    DateTime @default(now())
   updatedAt    DateTime @updatedAt
@@ -127,6 +128,7 @@ model Vendor {
   state        String
   postalCode   String
   country      String
+  status       String   @default("ACTIVE")
   notes        String
   createdAt    DateTime @default(now())
   updatedAt    DateTime @updatedAt

server/src/modules/crm/router.ts

@@ -1,17 +1,158 @@
-import { permissions } from "@mrp/shared";
+import { crmRecordStatuses, permissions } from "@mrp/shared";
 import { Router } from "express";
+import { z } from "zod";
 
-import { ok } from "../../lib/http.js";
+import { fail, ok } from "../../lib/http.js";
 import { requirePermissions } from "../../lib/rbac.js";
-import { listCustomers, listVendors } from "./service.js";
+import {
+  createCustomer,
+  createVendor,
+  getCustomerById,
+  getVendorById,
+  listCustomers,
+  listVendors,
+  updateCustomer,
+  updateVendor,
+} from "./service.js";
+
+const crmRecordSchema = z.object({
+  name: z.string().trim().min(1),
+  email: z.string().trim().email(),
+  phone: z.string().trim().min(1),
+  addressLine1: z.string().trim().min(1),
+  addressLine2: z.string(),
+  city: z.string().trim().min(1),
+  state: z.string().trim().min(1),
+  postalCode: z.string().trim().min(1),
+  country: z.string().trim().min(1),
+  status: z.enum(crmRecordStatuses),
+  notes: z.string(),
+});
+
+const crmListQuerySchema = z.object({
+  q: z.string().optional(),
+  state: z.string().optional(),
+  status: z.enum(crmRecordStatuses).optional(),
+});
+
+function getRouteParam(value: string | string[] | undefined) {
+  return typeof value === "string" ? value : null;
+}
 
 export const crmRouter = Router();
 
 crmRouter.get("/customers", requirePermissions([permissions.crmRead]), async (_request, response) => {
-  return ok(response, await listCustomers());
+  const parsed = crmListQuerySchema.safeParse(_request.query);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "CRM filters are invalid.");
+  }
+
+  return ok(
+    response,
+    await listCustomers({
+      query: parsed.data.q,
+      status: parsed.data.status,
+      state: parsed.data.state,
+    })
+  );
+});
+
+crmRouter.get("/customers/:customerId", requirePermissions([permissions.crmRead]), async (request, response) => {
+  const customerId = getRouteParam(request.params.customerId);
+  if (!customerId) {
+    return fail(response, 400, "INVALID_INPUT", "Customer id is invalid.");
+  }
+
+  const customer = await getCustomerById(customerId);
+  if (!customer) {
+    return fail(response, 404, "CRM_CUSTOMER_NOT_FOUND", "Customer record was not found.");
+  }
+
+  return ok(response, customer);
+});
+
+crmRouter.post("/customers", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const parsed = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Customer payload is invalid.");
+  }
+
+  return ok(response, await createCustomer(parsed.data), 201);
+});
+
+crmRouter.put("/customers/:customerId", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const customerId = getRouteParam(request.params.customerId);
+  if (!customerId) {
+    return fail(response, 400, "INVALID_INPUT", "Customer id is invalid.");
+  }
+
+  const parsed = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Customer payload is invalid.");
+  }
+
+  const customer = await updateCustomer(customerId, parsed.data);
+  if (!customer) {
+    return fail(response, 404, "CRM_CUSTOMER_NOT_FOUND", "Customer record was not found.");
+  }
+
+  return ok(response, customer);
 });
 
 crmRouter.get("/vendors", requirePermissions([permissions.crmRead]), async (_request, response) => {
-  return ok(response, await listVendors());
+  const parsed = crmListQuerySchema.safeParse(_request.query);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "CRM filters are invalid.");
+  }
+
+  return ok(
+    response,
+    await listVendors({
+      query: parsed.data.q,
+      status: parsed.data.status,
+      state: parsed.data.state,
+    })
+  );
 });
 
+crmRouter.get("/vendors/:vendorId", requirePermissions([permissions.crmRead]), async (request, response) => {
+  const vendorId = getRouteParam(request.params.vendorId);
+  if (!vendorId) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor id is invalid.");
+  }
+
+  const vendor = await getVendorById(vendorId);
+  if (!vendor) {
+    return fail(response, 404, "CRM_VENDOR_NOT_FOUND", "Vendor record was not found.");
+  }
+
+  return ok(response, vendor);
+});
+
+crmRouter.post("/vendors", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const parsed = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor payload is invalid.");
+  }
+
+  return ok(response, await createVendor(parsed.data), 201);
+});
+
+crmRouter.put("/vendors/:vendorId", requirePermissions([permissions.crmWrite]), async (request, response) => {
+  const vendorId = getRouteParam(request.params.vendorId);
+  if (!vendorId) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor id is invalid.");
+  }
+
+  const parsed = crmRecordSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Vendor payload is invalid.");
+  }
+
+  const vendor = await updateVendor(vendorId, parsed.data);
+  if (!vendor) {
+    return fail(response, 404, "CRM_VENDOR_NOT_FOUND", "Vendor record was not found.");
+  }
+
+  return ok(response, vendor);
+});

server/src/modules/crm/service.ts

@@ -1,14 +1,147 @@
+import type {
+  CrmRecordDetailDto,
+  CrmRecordInput,
+  CrmRecordStatus,
+  CrmRecordSummaryDto,
+} from "@mrp/shared/dist/crm/types.js";
+import type { Customer, Vendor } from "@prisma/client";
+
 import { prisma } from "../../lib/prisma.js";
 
-export async function listCustomers() {
+function mapSummary(record: Customer | Vendor): CrmRecordSummaryDto {
-  return prisma.customer.findMany({
+  return {
-    orderBy: { name: "asc" },
+    id: record.id,
-  });
+    name: record.name,
+    email: record.email,
+    phone: record.phone,
+    city: record.city,
+    state: record.state,
+    country: record.country,
+    status: record.status as CrmRecordStatus,
+    updatedAt: record.updatedAt.toISOString(),
+  };
 }
 
-export async function listVendors() {
+function mapDetail(record: Customer | Vendor): CrmRecordDetailDto {
-  return prisma.vendor.findMany({
+  return {
-    orderBy: { name: "asc" },
+    ...mapSummary(record),
-  });
+    addressLine1: record.addressLine1,
+    addressLine2: record.addressLine2,
+    postalCode: record.postalCode,
+    notes: record.notes,
+    createdAt: record.createdAt.toISOString(),
+  };
 }
 
+interface CrmListFilters {
+  query?: string;
+  status?: CrmRecordStatus;
+  state?: string;
+}
+
+function buildWhereClause(filters: CrmListFilters) {
+  const trimmedQuery = filters.query?.trim();
+  const trimmedState = filters.state?.trim();
+
+  return {
+    ...(filters.status ? { status: filters.status } : {}),
+    ...(trimmedState ? { state: { contains: trimmedState } } : {}),
+    ...(trimmedQuery
+      ? {
+          OR: [
+            { name: { contains: trimmedQuery } },
+            { email: { contains: trimmedQuery } },
+            { phone: { contains: trimmedQuery } },
+            { city: { contains: trimmedQuery } },
+            { state: { contains: trimmedQuery } },
+            { postalCode: { contains: trimmedQuery } },
+            { country: { contains: trimmedQuery } },
+          ],
+        }
+      : {}),
+  };
+}
+
+export async function listCustomers(filters: CrmListFilters = {}) {
+  const customers = await prisma.customer.findMany({
+    where: buildWhereClause(filters),
+    orderBy: { name: "asc" },
+  });
+
+  return customers.map(mapSummary);
+}
+
+export async function getCustomerById(customerId: string) {
+  const customer = await prisma.customer.findUnique({
+    where: { id: customerId },
+  });
+
+  return customer ? mapDetail(customer) : null;
+}
+
+export async function createCustomer(payload: CrmRecordInput) {
+  const customer = await prisma.customer.create({
+    data: payload,
+  });
+
+  return mapDetail(customer);
+}
+
+export async function updateCustomer(customerId: string, payload: CrmRecordInput) {
+  const existingCustomer = await prisma.customer.findUnique({
+    where: { id: customerId },
+  });
+
+  if (!existingCustomer) {
+    return null;
+  }
+
+  const customer = await prisma.customer.update({
+    where: { id: customerId },
+    data: payload,
+  });
+
+  return mapDetail(customer);
+}
+
+export async function listVendors(filters: CrmListFilters = {}) {
+  const vendors = await prisma.vendor.findMany({
+    where: buildWhereClause(filters),
+    orderBy: { name: "asc" },
+  });
+
+  return vendors.map(mapSummary);
+}
+
+export async function getVendorById(vendorId: string) {
+  const vendor = await prisma.vendor.findUnique({
+    where: { id: vendorId },
+  });
+
+  return vendor ? mapDetail(vendor) : null;
+}
+
+export async function createVendor(payload: CrmRecordInput) {
+  const vendor = await prisma.vendor.create({
+    data: payload,
+  });
+
+  return mapDetail(vendor);
+}
+
+export async function updateVendor(vendorId: string, payload: CrmRecordInput) {
+  const existingVendor = await prisma.vendor.findUnique({
+    where: { id: vendorId },
+  });
+
+  if (!existingVendor) {
+    return null;
+  }
+
+  const vendor = await prisma.vendor.update({
+    where: { id: vendorId },
+    data: payload,
+  });
+
+  return mapDetail(vendor);
+}

shared/src/crm/types.ts

@@ -0,0 +1,45 @@
+export const crmRecordStatuses = ["LEAD", "ACTIVE", "ON_HOLD", "INACTIVE"] as const;
+
+export type CrmRecordStatus = (typeof crmRecordStatuses)[number];
+
+export interface CrmRecordSummaryDto {
+  id: string;
+  name: string;
+  email: string;
+  phone: string;
+  city: string;
+  state: string;
+  country: string;
+  status: CrmRecordStatus;
+  updatedAt: string;
+}
+
+export interface CrmRecordDetailDto extends CrmRecordSummaryDto {
+  addressLine1: string;
+  addressLine2: string;
+  postalCode: string;
+  notes: string;
+  createdAt: string;
+}
+
+export interface CrmRecordInput {
+  name: string;
+  email: string;
+  phone: string;
+  addressLine1: string;
+  addressLine2: string;
+  city: string;
+  state: string;
+  postalCode: string;
+  country: string;
+  status: CrmRecordStatus;
+  notes: string;
+}
+
+export type CustomerSummaryDto = CrmRecordSummaryDto;
+export type CustomerDetailDto = CrmRecordDetailDto;
+export type CustomerInput = CrmRecordInput;
+
+export type VendorSummaryDto = CrmRecordSummaryDto;
+export type VendorDetailDto = CrmRecordDetailDto;
+export type VendorInput = CrmRecordInput;

shared/src/index.ts

@@ -2,5 +2,6 @@ export * from "./auth/permissions.js";
 export * from "./auth/types.js";
 export * from "./common/api.js";
 export * from "./company/types.js";
+export * from "./crm/types.js";
 export * from "./files/types.js";
 export * from "./gantt/types.js";