crm finish

2026-03-14 18:58:23 -05:00
parent c0cc546e33
commit df3f1412f6
16 changed files with 679 additions and 38 deletions
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -22,8 +22,9 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - CRM customer and vendor create/edit/detail workflows
 - CRM search, filters, and persisted status tagging
 - CRM contact-history timeline with authored notes, calls, emails, and meetings
- CRM shared file attachments on customer and vendor records
+- CRM shared file attachments on customer and vendor records, including delete support
 - CRM reseller hierarchy, parent-child customer structure, and reseller discount support
+- CRM multi-contact records, commercial terms, lifecycle stages, operational flags, and activity rollups
 - Theme persistence fixes and denser responsive workspace layouts
 - SVAR Gantt integration wrapper with demo planning data
 - Multi-stage Docker packaging and migration-aware entrypoint
@@ -34,15 +35,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni

 - 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 deeper operational metadata, lifecycle reporting, and richer multi-contact/commercial terms are not built yet
+- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later

 ## Planned feature phases

 ### Phase 1: CRM and master data hardening

 - Better seed/bootstrap strategy for non-development environments
- Deeper CRM operational fields and lifecycle reporting
- Multi-contact records, commercial terms, and account-role expansion
+- Additional CRM account-role depth if later sales/purchasing workflows need it
+- More derived CRM rollups once quotes, orders, and purchasing documents exist

 ### Phase 2: Inventory and manufacturing core

@@ -96,8 +97,8 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni

 ## Near-term priority order

-1. CRM deeper operational fields, commercial terms, and lifecycle reporting
-2. Inventory item and BOM data model
-3. Sales order and quote foundation
-4. Shipping module tied to sales orders
-5. Live manufacturing gantt scheduling
+1. Inventory item and BOM data model
+2. Sales order and quote foundation
+3. Shipping module tied to sales orders
+4. Live manufacturing gantt scheduling
+5. Expanded role and audit administration
--- a/client/src/lib/api.ts
+++ b/client/src/lib/api.ts
@@ -16,6 +16,7 @@ import type {
  CrmCustomerHierarchyOptionDto,
  CrmRecordDetailDto,
  CrmRecordInput,
+  CrmLifecycleStage,
  CrmRecordStatus,
  CrmRecordSummaryDto,
 } from "@mrp/shared/dist/crm/types.js";
@@ -121,12 +122,32 @@ export const api = {
      token
    );
  },
-  getCustomers(token: string, filters?: { q?: string; status?: CrmRecordStatus; state?: string }) {
+  deleteAttachment(token: string, fileId: string) {
+    return request<FileAttachmentDto>(
+      `/api/v1/files/${fileId}`,
+      {
+        method: "DELETE",
+      },
+      token
+    );
+  },
+  getCustomers(
+    token: string,
+    filters?: {
+      q?: string;
+      status?: CrmRecordStatus;
+      lifecycleStage?: CrmLifecycleStage;
+      state?: string;
+      flag?: "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED";
+    }
+  ) {
    return request<CrmRecordSummaryDto[]>(
      `/api/v1/crm/customers${buildQueryString({
        q: filters?.q,
        status: filters?.status,
+        lifecycleStage: filters?.lifecycleStage,
        state: filters?.state,
+        flag: filters?.flag,
      })}`,
      undefined,
      token
@@ -184,12 +205,23 @@ export const api = {
      token
    );
  },
-  getVendors(token: string, filters?: { q?: string; status?: CrmRecordStatus; state?: string }) {
+  getVendors(
+    token: string,
+    filters?: {
+      q?: string;
+      status?: CrmRecordStatus;
+      lifecycleStage?: CrmLifecycleStage;
+      state?: string;
+      flag?: "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED";
+    }
+  ) {
    return request<CrmRecordSummaryDto[]>(
      `/api/v1/crm/vendors${buildQueryString({
        q: filters?.q,
        status: filters?.status,
+        lifecycleStage: filters?.lifecycleStage,
        state: filters?.state,
+        flag: filters?.flag,
      })}`,
      undefined,
      token
--- a/client/src/modules/crm/CrmAttachmentsPanel.tsx
+++ b/client/src/modules/crm/CrmAttachmentsPanel.tsx
@@ -8,6 +8,7 @@ import { api, ApiError } from "../../lib/api";
 interface CrmAttachmentsPanelProps {
  ownerType: string;
  ownerId: string;
+  onAttachmentCountChange?: (count: number) => void;
 }

 function formatFileSize(sizeBytes: number) {
@@ -22,11 +23,12 @@ function formatFileSize(sizeBytes: number) {
  return `${(sizeBytes / (1024 * 1024)).toFixed(1)} MB`;
 }

-export function CrmAttachmentsPanel({ ownerType, ownerId }: CrmAttachmentsPanelProps) {
+export function CrmAttachmentsPanel({ ownerType, ownerId, onAttachmentCountChange }: CrmAttachmentsPanelProps) {
  const { token, user } = useAuth();
  const [attachments, setAttachments] = useState<FileAttachmentDto[]>([]);
  const [status, setStatus] = useState("Loading attachments...");
  const [isUploading, setIsUploading] = useState(false);
+  const [deletingAttachmentId, setDeletingAttachmentId] = useState<string | null>(null);

  const canReadFiles = user?.permissions.includes(permissions.filesRead) ?? false;
  const canWriteFiles = user?.permissions.includes(permissions.filesWrite) ?? false;
@@ -40,6 +42,7 @@ export function CrmAttachmentsPanel({ ownerType, ownerId }: CrmAttachmentsPanelP
      .getAttachments(token, ownerType, ownerId)
      .then((nextAttachments) => {
        setAttachments(nextAttachments);
+        onAttachmentCountChange?.(nextAttachments.length);
        setStatus(
          nextAttachments.length === 0 ? "No attachments uploaded yet." : `${nextAttachments.length} attachment(s) available.`
        );
@@ -48,7 +51,7 @@ export function CrmAttachmentsPanel({ ownerType, ownerId }: CrmAttachmentsPanelP
        const message = error instanceof ApiError ? error.message : "Unable to load attachments.";
        setStatus(message);
      });
-  }, [canReadFiles, ownerId, ownerType, token]);
+  }, [canReadFiles, onAttachmentCountChange, ownerId, ownerType, token]);

  async function handleUpload(event: React.ChangeEvent<HTMLInputElement>) {
    const file = event.target.files?.[0];
@@ -61,7 +64,11 @@ export function CrmAttachmentsPanel({ ownerType, ownerId }: CrmAttachmentsPanelP

    try {
      const attachment = await api.uploadFile(token, file, ownerType, ownerId);
-      setAttachments((current) => [attachment, ...current]);
+      setAttachments((current) => {
+        const nextAttachments = [attachment, ...current];
+        onAttachmentCountChange?.(nextAttachments.length);
+        return nextAttachments;
+      });
      setStatus("Attachment uploaded.");
    } catch (error: unknown) {
      const message = error instanceof ApiError ? error.message : "Unable to upload attachment.";
@@ -88,6 +95,30 @@ export function CrmAttachmentsPanel({ ownerType, ownerId }: CrmAttachmentsPanelP
    }
  }

+  async function handleDelete(attachment: FileAttachmentDto) {
+    if (!token || !canWriteFiles) {
+      return;
+    }
+
+    setDeletingAttachmentId(attachment.id);
+    setStatus(`Deleting ${attachment.originalName}...`);
+
+    try {
+      await api.deleteAttachment(token, attachment.id);
+      setAttachments((current) => {
+        const nextAttachments = current.filter((item) => item.id !== attachment.id);
+        onAttachmentCountChange?.(nextAttachments.length);
+        return nextAttachments;
+      });
+      setStatus("Attachment deleted.");
+    } catch (error: unknown) {
+      const message = error instanceof ApiError ? error.message : "Unable to delete attachment.";
+      setStatus(message);
+    } finally {
+      setDeletingAttachmentId(null);
+    }
+  }
+
  return (
    <article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
      <div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
@@ -135,6 +166,16 @@ export function CrmAttachmentsPanel({ ownerType, ownerId }: CrmAttachmentsPanelP
                >
                  Open
                </button>
+                {canWriteFiles ? (
+                  <button
+                    type="button"
+                    onClick={() => handleDelete(attachment)}
+                    disabled={deletingAttachmentId === attachment.id}
+                    className="rounded-2xl border border-rose-400/40 px-4 py-2 text-sm font-semibold text-rose-700 disabled:cursor-not-allowed disabled:opacity-60 dark:text-rose-300"
+                  >
+                    {deletingAttachmentId === attachment.id ? "Deleting..." : "Delete"}
+                  </button>
+                ) : null}
              </div>
            </div>
          ))}
--- a/client/src/modules/crm/CrmDetailPage.tsx
+++ b/client/src/modules/crm/CrmDetailPage.tsx
@@ -8,6 +8,7 @@ import { api, ApiError } from "../../lib/api";
 import { CrmAttachmentsPanel } from "./CrmAttachmentsPanel";
 import { CrmContactsPanel } from "./CrmContactsPanel";
 import { CrmContactEntryForm } from "./CrmContactEntryForm";
+import { CrmLifecycleBadge } from "./CrmLifecycleBadge";
 import { CrmContactTypeBadge } from "./CrmContactTypeBadge";
 import { CrmStatusBadge } from "./CrmStatusBadge";
 import { type CrmEntity, crmConfigs, emptyCrmContactEntryInput } from "./config";
@@ -78,6 +79,13 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
              contactHistory: [nextEntry, ...current.contactHistory].sort(
                (left, right) => new Date(right.contactAt).getTime() - new Date(left.contactAt).getTime()
              ),
+              rollups: {
+                lastContactAt: nextEntry.contactAt,
+                contactHistoryCount: (current.rollups?.contactHistoryCount ?? current.contactHistory.length) + 1,
+                contactCount: current.rollups?.contactCount ?? current.contacts?.length ?? 0,
+                attachmentCount: current.rollups?.attachmentCount ?? 0,
+                childCustomerCount: current.rollups?.childCustomerCount,
+              },
            }
          : current
      );
@@ -102,7 +110,10 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
            <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 className="flex flex-wrap gap-3">
+                <CrmStatusBadge status={record.status} />
+                {record.lifecycleStage ? <CrmLifecycleBadge stage={record.lifecycleStage} /> : null}
+              </div>
            </div>
            <p className="mt-2 text-sm text-muted">
              {config.singularLabel} record last updated {new Date(record.updatedAt).toLocaleString()}.
@@ -165,6 +176,18 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
          <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>
+          <div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-4 py-4">
+            <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Operational Flags</p>
+            <div className="mt-3 flex flex-wrap gap-2 text-xs font-semibold uppercase tracking-[0.12em]">
+              {record.preferredAccount ? <span className="rounded-full border border-line/70 px-3 py-1 text-text">Preferred</span> : null}
+              {record.strategicAccount ? <span className="rounded-full border border-line/70 px-3 py-1 text-text">Strategic</span> : null}
+              {record.requiresApproval ? <span className="rounded-full border border-amber-400/40 px-3 py-1 text-amber-700 dark:text-amber-300">Requires Approval</span> : null}
+              {record.blockedAccount ? <span className="rounded-full border border-rose-400/40 px-3 py-1 text-rose-700 dark:text-rose-300">Blocked</span> : null}
+              {!record.preferredAccount && !record.strategicAccount && !record.requiresApproval && !record.blockedAccount ? (
+                <span className="rounded-full border border-line/70 px-3 py-1 text-muted">Standard</span>
+              ) : null}
+            </div>
+          </div>
          {entity === "customer" ? (
            <div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-4 py-4">
              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Reseller Profile</p>
@@ -187,6 +210,26 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
          ) : null}
        </article>
      </div>
+      <section className="grid gap-4 xl:grid-cols-4">
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Last Contact</p>
+          <div className="mt-3 text-lg font-bold text-text">
+            {record.rollups?.lastContactAt ? new Date(record.rollups.lastContactAt).toLocaleDateString() : "None"}
+          </div>
+        </article>
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Timeline Entries</p>
+          <div className="mt-3 text-lg font-bold text-text">{record.rollups?.contactHistoryCount ?? record.contactHistory.length}</div>
+        </article>
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Account Contacts</p>
+          <div className="mt-3 text-lg font-bold text-text">{record.rollups?.contactCount ?? record.contacts?.length ?? 0}</div>
+        </article>
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Attachments</p>
+          <div className="mt-3 text-lg font-bold text-text">{record.rollups?.attachmentCount ?? 0}</div>
+        </article>
+      </section>
      {entity === "customer" && (record.childCustomers?.length ?? 0) > 0 ? (
        <section className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Hierarchy</p>
@@ -212,7 +255,21 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
        ownerId={record.id}
        contacts={record.contacts ?? []}
        onContactsChange={(contacts: CrmContactDto[]) =>
-          setRecord((current) => (current ? { ...current, contacts } : current))
+          setRecord((current) =>
+            current
+              ? {
+                  ...current,
+                  contacts,
+                  rollups: {
+                    lastContactAt: current.rollups?.lastContactAt ?? null,
+                    contactHistoryCount: current.rollups?.contactHistoryCount ?? current.contactHistory.length,
+                    contactCount: contacts.length,
+                    attachmentCount: current.rollups?.attachmentCount ?? 0,
+                    childCustomerCount: current.rollups?.childCustomerCount,
+                  },
+                }
+              : current
+          )
        }
      />
      <section className="grid gap-4 2xl:grid-cols-[minmax(360px,0.88fr)_minmax(0,1.12fr)]">
@@ -264,7 +321,26 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
          )}
        </article>
      </section>
-      <CrmAttachmentsPanel ownerType={config.fileOwnerType} ownerId={record.id} />
+      <CrmAttachmentsPanel
+        ownerType={config.fileOwnerType}
+        ownerId={record.id}
+        onAttachmentCountChange={(attachmentCount) =>
+          setRecord((current) =>
+            current
+              ? {
+                  ...current,
+                  rollups: {
+                    lastContactAt: current.rollups?.lastContactAt ?? null,
+                    contactHistoryCount: current.rollups?.contactHistoryCount ?? current.contactHistory.length,
+                    contactCount: current.rollups?.contactCount ?? current.contacts?.length ?? 0,
+                    attachmentCount,
+                    childCustomerCount: current.rollups?.childCustomerCount,
+                  },
+                }
+              : current
+          )
+        }
+      />
    </section>
  );
 }
--- a/client/src/modules/crm/CrmFormPage.tsx
+++ b/client/src/modules/crm/CrmFormPage.tsx
@@ -63,6 +63,11 @@ export function CrmFormPage({ entity, mode }: CrmFormPageProps) {
          currencyCode: record.currencyCode ?? "USD",
          taxExempt: record.taxExempt ?? false,
          creditHold: record.creditHold ?? false,
+          lifecycleStage: record.lifecycleStage ?? "ACTIVE",
+          preferredAccount: record.preferredAccount ?? false,
+          strategicAccount: record.strategicAccount ?? false,
+          requiresApproval: record.requiresApproval ?? false,
+          blockedAccount: record.blockedAccount ?? false,
          notes: record.notes,
        });
        setStatus(`${config.singularLabel} record loaded.`);
--- a/client/src/modules/crm/CrmLifecycleBadge.tsx
+++ b/client/src/modules/crm/CrmLifecycleBadge.tsx
@@ -0,0 +1,22 @@
+import type { CrmLifecycleStage } from "@mrp/shared/dist/crm/types.js";
+
+import { crmLifecyclePalette } from "./config";
+
+interface CrmLifecycleBadgeProps {
+  stage: CrmLifecycleStage;
+}
+
+const labels: Record<CrmLifecycleStage, string> = {
+  PROSPECT: "Prospect",
+  ACTIVE: "Active",
+  DORMANT: "Dormant",
+  CHURNED: "Churned",
+};
+
+export function CrmLifecycleBadge({ stage }: CrmLifecycleBadgeProps) {
+  return (
+    <span className={`inline-flex items-center rounded-full px-3 py-1 text-xs font-semibold uppercase tracking-[0.14em] ${crmLifecyclePalette[stage]}`}>
+      {labels[stage]}
+    </span>
+  );
+}
--- a/client/src/modules/crm/CrmListPage.tsx
+++ b/client/src/modules/crm/CrmListPage.tsx
@@ -1,12 +1,13 @@
 import { permissions } from "@mrp/shared";
-import type { CrmRecordStatus, CrmRecordSummaryDto } from "@mrp/shared/dist/crm/types.js";
+import type { CrmLifecycleStage, 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 { CrmLifecycleBadge } from "./CrmLifecycleBadge";
 import { CrmStatusBadge } from "./CrmStatusBadge";
-import { crmStatusFilters, type CrmEntity, crmConfigs } from "./config";
+import { crmLifecycleFilters, crmOperationalFilters, crmStatusFilters, type CrmEntity, crmConfigs } from "./config";

 interface CrmListPageProps {
  entity: CrmEntity;
@@ -19,6 +20,10 @@ export function CrmListPage({ entity }: CrmListPageProps) {
  const [searchTerm, setSearchTerm] = useState("");
  const [stateFilter, setStateFilter] = useState("");
  const [statusFilter, setStatusFilter] = useState<"ALL" | CrmRecordStatus>("ALL");
+  const [lifecycleFilter, setLifecycleFilter] = useState<"ALL" | CrmLifecycleStage>("ALL");
+  const [operationalFilter, setOperationalFilter] = useState<"ALL" | "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED">(
+    "ALL"
+  );
  const [status, setStatus] = useState(`Loading ${config.collectionLabel.toLowerCase()}...`);

  const canManage = user?.permissions.includes(permissions.crmWrite) ?? false;
@@ -32,6 +37,8 @@ export function CrmListPage({ entity }: CrmListPageProps) {
      q: searchTerm.trim() || undefined,
      state: stateFilter.trim() || undefined,
      status: statusFilter === "ALL" ? undefined : statusFilter,
+      lifecycleStage: lifecycleFilter === "ALL" ? undefined : lifecycleFilter,
+      flag: operationalFilter === "ALL" ? undefined : operationalFilter,
    };

    const loadRecords = entity === "customer" ? api.getCustomers(token, filters) : api.getVendors(token, filters);
@@ -45,7 +52,7 @@ export function CrmListPage({ entity }: CrmListPageProps) {
        const message = error instanceof ApiError ? error.message : `Unable to load ${config.collectionLabel.toLowerCase()}.`;
        setStatus(message);
      });
-  }, [config.collectionLabel, entity, searchTerm, stateFilter, statusFilter, token]);
+  }, [config.collectionLabel, entity, lifecycleFilter, operationalFilter, searchTerm, stateFilter, statusFilter, token]);

  return (
    <section className="rounded-[28px] border border-line/70 bg-surface/90 p-8 shadow-panel">
@@ -66,7 +73,7 @@ export function CrmListPage({ entity }: CrmListPageProps) {
          </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]">
+      <div className="mt-6 grid gap-4 rounded-3xl border border-line/70 bg-page/60 p-4 xl:grid-cols-[1.35fr_0.8fr_0.8fr_0.9fr_0.9fr]">
        <label className="block">
          <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Search</span>
          <input
@@ -90,6 +97,20 @@ export function CrmListPage({ entity }: CrmListPageProps) {
            ))}
          </select>
        </label>
+        <label className="block">
+          <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Lifecycle</span>
+          <select
+            value={lifecycleFilter}
+            onChange={(event) => setLifecycleFilter(event.target.value as "ALL" | CrmLifecycleStage)}
+            className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
+          >
+            {crmLifecycleFilters.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
@@ -99,6 +120,22 @@ export function CrmListPage({ entity }: CrmListPageProps) {
            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">Operational</span>
+          <select
+            value={operationalFilter}
+            onChange={(event) =>
+              setOperationalFilter(event.target.value as "ALL" | "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED")
+            }
+            className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
+          >
+            {crmOperationalFilters.map((option) => (
+              <option key={option.value} value={option.value}>
+                {option.label}
+              </option>
+            ))}
+          </select>
+        </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 ? (
@@ -112,9 +149,10 @@ export function CrmListPage({ entity }: CrmListPageProps) {
              <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">Lifecycle</th>
+                <th className="px-4 py-3">Operational</th>
+                <th className="px-4 py-3">Activity</th>
+                <th className="px-4 py-3">Contact</th>
                <th className="px-4 py-3">Updated</th>
              </tr>
            </thead>
@@ -135,10 +173,31 @@ export function CrmListPage({ entity }: CrmListPageProps) {
                  <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}
+                    {record.lifecycleStage ? <CrmLifecycleBadge stage={record.lifecycleStage} /> : null}
+                  </td>
+                  <td className="px-4 py-3 text-xs text-muted">
+                    <div className="flex flex-wrap gap-2">
+                      {record.preferredAccount ? <span className="rounded-full border border-line/70 px-2 py-1">Preferred</span> : null}
+                      {record.strategicAccount ? <span className="rounded-full border border-line/70 px-2 py-1">Strategic</span> : null}
+                      {record.requiresApproval ? <span className="rounded-full border border-line/70 px-2 py-1">Approval</span> : null}
+                      {record.blockedAccount ? <span className="rounded-full border border-rose-400/40 px-2 py-1 text-rose-600 dark:text-rose-300">Blocked</span> : null}
+                      {!record.preferredAccount && !record.strategicAccount && !record.requiresApproval && !record.blockedAccount ? (
+                        <span>Standard</span>
+                      ) : null}
+                    </div>
+                  </td>
+                  <td className="px-4 py-3 text-xs text-muted">
+                    <div>{record.rollups?.contactHistoryCount ?? 0} timeline entries</div>
+                    <div>{record.rollups?.attachmentCount ?? 0} attachments</div>
+                    {entity === "customer" ? <div>{record.rollups?.childCustomerCount ?? 0} child accounts</div> : null}
+                  </td>
+                  <td className="px-4 py-3 text-muted">
+                    <div>{record.email}</div>
+                    <div className="mt-1 text-xs">
+                      {record.city}, {record.state}, {record.country}
+                    </div>
+                    <div className="mt-1 text-xs">{record.phone}</div>
                  </td>
                  <td className="px-4 py-3 text-muted">{new Date(record.updatedAt).toLocaleDateString()}</td>
                </tr>
--- a/client/src/modules/crm/CrmRecordForm.tsx
+++ b/client/src/modules/crm/CrmRecordForm.tsx
@@ -1,6 +1,6 @@
 import type { CrmCustomerHierarchyOptionDto, CrmRecordInput } from "@mrp/shared/dist/crm/types.js";

-import { crmStatusOptions } from "./config";
+import { crmLifecycleOptions, crmStatusOptions } from "./config";
 import type { CrmEntity } from "./config";

 const fields: Array<{
@@ -43,6 +43,20 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
          ))}
        </select>
      </label>
+      <label className="block">
+        <span className="mb-2 block text-sm font-semibold text-text">Lifecycle stage</span>
+        <select
+          value={form.lifecycleStage ?? "ACTIVE"}
+          onChange={(event) => onChange("lifecycleStage", event.target.value as CrmRecordInput["lifecycleStage"])}
+          className="w-full rounded-2xl border border-line/70 bg-page px-4 py-3 text-text outline-none transition focus:border-brand"
+        >
+          {crmLifecycleOptions.map((option) => (
+            <option key={option.value} value={option.value}>
+              {option.label}
+            </option>
+          ))}
+        </select>
+      </label>
      {entity === "customer" ? (
        <div className="grid gap-4 xl:grid-cols-[minmax(0,0.9fr)_minmax(0,1.1fr)_minmax(0,1fr)]">
          <label className="block">
@@ -124,6 +138,40 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
          <span className="text-sm font-semibold text-text">Credit hold</span>
        </label>
      </div>
+      <div className="grid gap-4 xl:grid-cols-4">
+        <label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
+          <input
+            type="checkbox"
+            checked={form.preferredAccount ?? false}
+            onChange={(event) => onChange("preferredAccount", event.target.checked)}
+          />
+          <span className="text-sm font-semibold text-text">Preferred account</span>
+        </label>
+        <label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
+          <input
+            type="checkbox"
+            checked={form.strategicAccount ?? false}
+            onChange={(event) => onChange("strategicAccount", event.target.checked)}
+          />
+          <span className="text-sm font-semibold text-text">Strategic account</span>
+        </label>
+        <label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
+          <input
+            type="checkbox"
+            checked={form.requiresApproval ?? false}
+            onChange={(event) => onChange("requiresApproval", event.target.checked)}
+          />
+          <span className="text-sm font-semibold text-text">Requires approval</span>
+        </label>
+        <label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
+          <input
+            type="checkbox"
+            checked={form.blockedAccount ?? false}
+            onChange={(event) => onChange("blockedAccount", event.target.checked)}
+          />
+          <span className="text-sm font-semibold text-text">Blocked account</span>
+        </label>
+      </div>
      <div className="grid gap-4 xl:grid-cols-2 2xl:grid-cols-3">
        {fields.map((field) => (
          <label key={String(field.key)} className="block">
--- a/client/src/modules/crm/config.ts
+++ b/client/src/modules/crm/config.ts
@@ -1,11 +1,13 @@
 import {
  crmContactRoles,
  crmContactEntryTypes,
+  crmLifecycleStages,
  crmRecordStatuses,
  type CrmContactInput,
  type CrmContactRole,
  type CrmContactEntryInput,
  type CrmContactEntryType,
+  type CrmLifecycleStage,
  type CrmRecordInput,
  type CrmRecordStatus,
 } from "@mrp/shared/dist/crm/types.js";
@@ -59,6 +61,11 @@ export const emptyCrmRecordInput: CrmRecordInput = {
  currencyCode: "USD",
  taxExempt: false,
  creditHold: false,
+  lifecycleStage: "ACTIVE",
+  preferredAccount: false,
+  strategicAccount: false,
+  requiresApproval: false,
+  blockedAccount: false,
 };

 export const crmStatusOptions: Array<{ value: CrmRecordStatus; label: string }> = [
@@ -73,6 +80,29 @@ export const crmStatusFilters: Array<{ value: "ALL" | CrmRecordStatus; label: st
  ...crmStatusOptions,
 ];

+export const crmLifecycleOptions: Array<{ value: CrmLifecycleStage; label: string }> = [
+  { value: "PROSPECT", label: "Prospect" },
+  { value: "ACTIVE", label: "Active" },
+  { value: "DORMANT", label: "Dormant" },
+  { value: "CHURNED", label: "Churned" },
+];
+
+export const crmLifecycleFilters: Array<{ value: "ALL" | CrmLifecycleStage; label: string }> = [
+  { value: "ALL", label: "All lifecycle stages" },
+  ...crmLifecycleOptions,
+];
+
+export const crmOperationalFilters: Array<{
+  value: "ALL" | "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED";
+  label: string;
+}> = [
+  { value: "ALL", label: "All accounts" },
+  { value: "PREFERRED", label: "Preferred only" },
+  { value: "STRATEGIC", label: "Strategic only" },
+  { value: "REQUIRES_APPROVAL", label: "Requires approval" },
+  { value: "BLOCKED", label: "Blocked only" },
+];
+
 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",
@@ -80,6 +110,13 @@ export const crmStatusPalette: Record<CrmRecordStatus, string> = {
  INACTIVE: "border border-slate-400/30 bg-slate-500/12 text-slate-700 dark:text-slate-300",
 };

+export const crmLifecyclePalette: Record<CrmLifecycleStage, string> = {
+  PROSPECT: "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",
+  DORMANT: "border border-amber-400/30 bg-amber-500/12 text-amber-700 dark:text-amber-300",
+  CHURNED: "border border-rose-400/30 bg-rose-500/12 text-rose-700 dark:text-rose-300",
+};
+
 export const emptyCrmContactEntryInput: CrmContactEntryInput = {
  type: "NOTE",
  summary: "",
@@ -119,4 +156,4 @@ export const crmContactRoleOptions: Array<{ value: CrmContactRole; label: string
  { value: "OTHER", label: "Other" },
 ];

-export { crmContactEntryTypes, crmContactRoles, crmRecordStatuses };
+export { crmContactEntryTypes, crmContactRoles, crmLifecycleStages, crmRecordStatuses };
--- a/server/prisma/migrations/20260314221500_crm_operational_metadata/migration.sql
+++ b/server/prisma/migrations/20260314221500_crm_operational_metadata/migration.sql
@@ -0,0 +1,11 @@
+ALTER TABLE "Customer" ADD COLUMN "lifecycleStage" TEXT NOT NULL DEFAULT 'ACTIVE';
+ALTER TABLE "Customer" ADD COLUMN "preferredAccount" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Customer" ADD COLUMN "strategicAccount" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Customer" ADD COLUMN "requiresApproval" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Customer" ADD COLUMN "blockedAccount" BOOLEAN NOT NULL DEFAULT false;
+
+ALTER TABLE "Vendor" ADD COLUMN "lifecycleStage" TEXT NOT NULL DEFAULT 'ACTIVE';
+ALTER TABLE "Vendor" ADD COLUMN "preferredAccount" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Vendor" ADD COLUMN "strategicAccount" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Vendor" ADD COLUMN "requiresApproval" BOOLEAN NOT NULL DEFAULT false;
+ALTER TABLE "Vendor" ADD COLUMN "blockedAccount" BOOLEAN NOT NULL DEFAULT false;
--- a/server/prisma/schema.prisma
+++ b/server/prisma/schema.prisma
@@ -113,6 +113,7 @@ model Customer {
  postalCode   String
  country      String
  status       String   @default("ACTIVE")
+  lifecycleStage String @default("ACTIVE")
  isReseller   Boolean  @default(false)
  resellerDiscountPercent Float @default(0)
  parentCustomerId String?
@@ -120,6 +121,10 @@ model Customer {
  currencyCode String? @default("USD")
  taxExempt    Boolean @default(false)
  creditHold   Boolean @default(false)
+  preferredAccount Boolean @default(false)
+  strategicAccount Boolean @default(false)
+  requiresApproval Boolean @default(false)
+  blockedAccount Boolean @default(false)
  notes        String
  createdAt    DateTime @default(now())
  updatedAt    DateTime @updatedAt
@@ -141,10 +146,15 @@ model Vendor {
  postalCode   String
  country      String
  status       String   @default("ACTIVE")
+  lifecycleStage String @default("ACTIVE")
  paymentTerms String?
  currencyCode String? @default("USD")
  taxExempt    Boolean @default(false)
  creditHold   Boolean @default(false)
+  preferredAccount Boolean @default(false)
+  strategicAccount Boolean @default(false)
+  requiresApproval Boolean @default(false)
+  blockedAccount Boolean @default(false)
  notes        String
  createdAt    DateTime @default(now())
  updatedAt    DateTime @updatedAt
--- a/server/src/modules/crm/router.ts
+++ b/server/src/modules/crm/router.ts
@@ -1,5 +1,5 @@
 import { permissions } from "@mrp/shared";
-import { crmContactEntryTypes, crmContactRoles, crmRecordStatuses } from "@mrp/shared/dist/crm/types.js";
+import { crmContactEntryTypes, crmContactRoles, crmLifecycleStages, crmRecordStatuses } from "@mrp/shared/dist/crm/types.js";
 import { Router } from "express";
 import { z } from "zod";

@@ -32,6 +32,7 @@ const crmRecordSchema = z.object({
  postalCode: z.string().trim().min(1),
  country: z.string().trim().min(1),
  status: z.enum(crmRecordStatuses),
+  lifecycleStage: z.enum(crmLifecycleStages).optional(),
  notes: z.string(),
  isReseller: z.boolean().optional(),
  resellerDiscountPercent: z.number().min(0).max(100).nullable().optional(),
@@ -40,12 +41,18 @@ const crmRecordSchema = z.object({
  currencyCode: z.string().max(8).nullable().optional(),
  taxExempt: z.boolean().optional(),
  creditHold: z.boolean().optional(),
+  preferredAccount: z.boolean().optional(),
+  strategicAccount: z.boolean().optional(),
+  requiresApproval: z.boolean().optional(),
+  blockedAccount: z.boolean().optional(),
 });

 const crmListQuerySchema = z.object({
  q: z.string().optional(),
  state: z.string().optional(),
  status: z.enum(crmRecordStatuses).optional(),
+  lifecycleStage: z.enum(crmLifecycleStages).optional(),
+  flag: z.enum(["PREFERRED", "STRATEGIC", "REQUIRES_APPROVAL", "BLOCKED"]).optional(),
 });

 const crmContactEntrySchema = z.object({
@@ -81,6 +88,8 @@ crmRouter.get("/customers", requirePermissions([permissions.crmRead]), async (_r
      query: parsed.data.q,
      status: parsed.data.status,
      state: parsed.data.state,
+      lifecycleStage: parsed.data.lifecycleStage,
+      flag: parsed.data.flag,
    })
  );
 });
@@ -192,6 +201,8 @@ crmRouter.get("/vendors", requirePermissions([permissions.crmRead]), async (_req
      query: parsed.data.q,
      status: parsed.data.status,
      state: parsed.data.state,
+      lifecycleStage: parsed.data.lifecycleStage,
+      flag: parsed.data.flag,
    })
  );
 });
--- a/server/src/modules/crm/service.ts
+++ b/server/src/modules/crm/service.ts
@@ -8,6 +8,8 @@ import type {
  CrmCustomerChildDto,
  CrmRecordDetailDto,
  CrmRecordInput,
+  CrmLifecycleStage,
+  CrmRecordRollupsDto,
  CrmRecordStatus,
  CrmRecordSummaryDto,
 } from "@mrp/shared/dist/crm/types.js";
@@ -25,6 +27,11 @@ function mapSummary(record: Customer | Vendor): CrmRecordSummaryDto {
    state: record.state,
    country: record.country,
    status: record.status as CrmRecordStatus,
+    lifecycleStage: record.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: record.preferredAccount,
+    strategicAccount: record.strategicAccount,
+    requiresApproval: record.requiresApproval,
+    blockedAccount: record.blockedAccount,
    updatedAt: record.updatedAt.toISOString(),
  };
 }
@@ -43,6 +50,12 @@ function mapDetail(record: Customer | Vendor): CrmRecordDetailDto {

 type CustomerSummaryRecord = Customer & {
  parentCustomer: Pick<Customer, "id" | "name"> | null;
+  _count: {
+    contactEntries: number;
+    contacts: number;
+    childCustomers: number;
+  };
+  contactEntries: Array<Pick<ContactEntryWithAuthor, "contactAt">>;
 };

 type CustomerDetailedRecord = Customer & {
@@ -57,6 +70,14 @@ type VendorDetailedRecord = Vendor & {
  contacts: ContactRecord[];
 };

+type VendorSummaryRecord = Vendor & {
+  _count: {
+    contactEntries: number;
+    contacts: number;
+  };
+  contactEntries: Array<Pick<ContactEntryWithAuthor, "contactAt">>;
+};
+
 type ContactRecord = {
  id: string;
  fullName: string;
@@ -75,16 +96,39 @@ function mapCustomerChild(record: Pick<Customer, "id" | "name" | "status">): Crm
  };
 }

-function mapCustomerSummary(record: CustomerSummaryRecord): CrmRecordSummaryDto {
+function mapRollups(input: {
+  lastContactAt?: Date | null;
+  contactHistoryCount: number;
+  contactCount: number;
+  attachmentCount: number;
+  childCustomerCount?: number;
+}): CrmRecordRollupsDto {
+  return {
+    lastContactAt: input.lastContactAt ? input.lastContactAt.toISOString() : null,
+    contactHistoryCount: input.contactHistoryCount,
+    contactCount: input.contactCount,
+    attachmentCount: input.attachmentCount,
+    childCustomerCount: input.childCustomerCount,
+  };
+}
+
+function mapCustomerSummary(record: CustomerSummaryRecord, attachmentCount: number): CrmRecordSummaryDto {
  return {
    ...mapSummary(record),
    isReseller: record.isReseller,
    parentCustomerId: record.parentCustomer?.id ?? null,
    parentCustomerName: record.parentCustomer?.name ?? null,
+    rollups: mapRollups({
+      lastContactAt: record.contactEntries[0]?.contactAt ?? null,
+      contactHistoryCount: record._count.contactEntries,
+      contactCount: record._count.contacts,
+      attachmentCount,
+      childCustomerCount: record._count.childCustomers,
+    }),
  };
 }

-function mapCustomerDetail(record: CustomerDetailedRecord): CrmRecordDetailDto {
+function mapCustomerDetail(record: CustomerDetailedRecord, attachmentCount: number): CrmRecordDetailDto {
  return {
    ...mapDetailedRecord(record),
    isReseller: record.isReseller,
@@ -96,7 +140,19 @@ function mapCustomerDetail(record: CustomerDetailedRecord): CrmRecordDetailDto {
    currencyCode: record.currencyCode,
    taxExempt: record.taxExempt,
    creditHold: record.creditHold,
+    lifecycleStage: record.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: record.preferredAccount,
+    strategicAccount: record.strategicAccount,
+    requiresApproval: record.requiresApproval,
+    blockedAccount: record.blockedAccount,
    contacts: record.contacts.map(mapCrmContact),
+    rollups: mapRollups({
+      lastContactAt: record.contactEntries[0]?.contactAt ?? null,
+      contactHistoryCount: record.contactEntries.length,
+      contactCount: record.contacts.length,
+      attachmentCount,
+      childCustomerCount: record.childCustomers.length,
+    }),
  };
 }

@@ -112,14 +168,37 @@ function mapCrmContact(record: ContactRecord): CrmContactDto {
  };
 }

-function mapVendorDetail(record: VendorDetailedRecord): CrmRecordDetailDto {
+function mapVendorSummary(record: VendorSummaryRecord, attachmentCount: number): CrmRecordSummaryDto {
+  return {
+    ...mapSummary(record),
+    rollups: mapRollups({
+      lastContactAt: record.contactEntries[0]?.contactAt ?? null,
+      contactHistoryCount: record._count.contactEntries,
+      contactCount: record._count.contacts,
+      attachmentCount,
+    }),
+  };
+}
+
+function mapVendorDetail(record: VendorDetailedRecord, attachmentCount: number): CrmRecordDetailDto {
  return {
    ...mapDetailedRecord(record),
    paymentTerms: record.paymentTerms,
    currencyCode: record.currencyCode,
    taxExempt: record.taxExempt,
    creditHold: record.creditHold,
+    lifecycleStage: record.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: record.preferredAccount,
+    strategicAccount: record.strategicAccount,
+    requiresApproval: record.requiresApproval,
+    blockedAccount: record.blockedAccount,
    contacts: record.contacts.map(mapCrmContact),
+    rollups: mapRollups({
+      lastContactAt: record.contactEntries[0]?.contactAt ?? null,
+      contactHistoryCount: record.contactEntries.length,
+      contactCount: record.contacts.length,
+      attachmentCount,
+    }),
  };
 }

@@ -177,15 +256,50 @@ function mapDetailedRecord(record: DetailedRecord): CrmRecordDetailDto {
 interface CrmListFilters {
  query?: string;
  status?: CrmRecordStatus;
+  lifecycleStage?: CrmLifecycleStage;
  state?: string;
+  flag?: "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED";
+}
+
+async function getAttachmentCountMap(ownerType: string, ownerIds: string[]) {
+  if (ownerIds.length === 0) {
+    return new Map<string, number>();
+  }
+
+  const groupedAttachments = await prisma.fileAttachment.groupBy({
+    by: ["ownerId"],
+    where: {
+      ownerType,
+      ownerId: {
+        in: ownerIds,
+      },
+    },
+    _count: {
+      _all: true,
+    },
+  });
+
+  return new Map(groupedAttachments.map((entry) => [entry.ownerId, entry._count._all]));
 }

 function buildWhereClause(filters: CrmListFilters) {
  const trimmedQuery = filters.query?.trim();
  const trimmedState = filters.state?.trim();
+  const flagFilter =
+    filters.flag === "PREFERRED"
+      ? { preferredAccount: true }
+      : filters.flag === "STRATEGIC"
+        ? { strategicAccount: true }
+        : filters.flag === "REQUIRES_APPROVAL"
+          ? { requiresApproval: true }
+          : filters.flag === "BLOCKED"
+            ? { blockedAccount: true }
+            : {};

  return {
    ...(filters.status ? { status: filters.status } : {}),
+    ...(filters.lifecycleStage ? { lifecycleStage: filters.lifecycleStage } : {}),
+    ...flagFilter,
    ...(trimmedState ? { state: { contains: trimmedState } } : {}),
    ...(trimmedQuery
      ? {
@@ -213,11 +327,28 @@ export async function listCustomers(filters: CrmListFilters = {}) {
          name: true,
        },
      },
+      contactEntries: {
+        select: {
+          contactAt: true,
+        },
+        orderBy: {
+          contactAt: "desc",
+        },
+        take: 1,
+      },
+      _count: {
+        select: {
+          contactEntries: true,
+          contacts: true,
+          childCustomers: true,
+        },
+      },
    },
    orderBy: { name: "asc" },
  });

-  return customers.map(mapCustomerSummary);
+  const attachmentCountMap = await getAttachmentCountMap("crm-customer", customers.map((customer) => customer.id));
+  return customers.map((customer) => mapCustomerSummary(customer, attachmentCountMap.get(customer.id) ?? 0));
 }

 export async function getCustomerById(customerId: string) {
@@ -252,7 +383,18 @@ export async function getCustomerById(customerId: string) {
    },
  });

-  return customer ? mapCustomerDetail(customer) : null;
+  if (!customer) {
+    return null;
+  }
+
+  const attachmentCount = await prisma.fileAttachment.count({
+    where: {
+      ownerType: "crm-customer",
+      ownerId: customerId,
+    },
+  });
+
+  return mapCustomerDetail(customer, attachmentCount);
 }

 export async function createCustomer(payload: CrmRecordInput) {
@@ -279,6 +421,7 @@ export async function createCustomer(payload: CrmRecordInput) {
      country: payload.country,
      status: payload.status,
      notes: payload.notes,
+      lifecycleStage: payload.lifecycleStage ?? "ACTIVE",
      isReseller: payload.isReseller ?? false,
      resellerDiscountPercent: payload.resellerDiscountPercent ?? 0,
      parentCustomerId: payload.parentCustomerId ?? null,
@@ -286,6 +429,10 @@ export async function createCustomer(payload: CrmRecordInput) {
      currencyCode: payload.currencyCode ?? "USD",
      taxExempt: payload.taxExempt ?? false,
      creditHold: payload.creditHold ?? false,
+      preferredAccount: payload.preferredAccount ?? false,
+      strategicAccount: payload.strategicAccount ?? false,
+      requiresApproval: payload.requiresApproval ?? false,
+      blockedAccount: payload.blockedAccount ?? false,
    },
  });

@@ -300,7 +447,19 @@ export async function createCustomer(payload: CrmRecordInput) {
    currencyCode: customer.currencyCode,
    taxExempt: customer.taxExempt,
    creditHold: customer.creditHold,
+    lifecycleStage: customer.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: customer.preferredAccount,
+    strategicAccount: customer.strategicAccount,
+    requiresApproval: customer.requiresApproval,
+    blockedAccount: customer.blockedAccount,
    contacts: [],
+    rollups: mapRollups({
+      lastContactAt: null,
+      contactHistoryCount: 0,
+      contactCount: 0,
+      attachmentCount: 0,
+      childCustomerCount: 0,
+    }),
  };
 }

@@ -341,6 +500,7 @@ export async function updateCustomer(customerId: string, payload: CrmRecordInput
      country: payload.country,
      status: payload.status,
      notes: payload.notes,
+      lifecycleStage: payload.lifecycleStage ?? "ACTIVE",
      isReseller: payload.isReseller ?? false,
      resellerDiscountPercent: payload.resellerDiscountPercent ?? 0,
      parentCustomerId: payload.parentCustomerId ?? null,
@@ -348,6 +508,10 @@ export async function updateCustomer(customerId: string, payload: CrmRecordInput
      currencyCode: payload.currencyCode ?? "USD",
      taxExempt: payload.taxExempt ?? false,
      creditHold: payload.creditHold ?? false,
+      preferredAccount: payload.preferredAccount ?? false,
+      strategicAccount: payload.strategicAccount ?? false,
+      requiresApproval: payload.requiresApproval ?? false,
+      blockedAccount: payload.blockedAccount ?? false,
    },
  });

@@ -362,17 +526,47 @@ export async function updateCustomer(customerId: string, payload: CrmRecordInput
    currencyCode: customer.currencyCode,
    taxExempt: customer.taxExempt,
    creditHold: customer.creditHold,
+    lifecycleStage: customer.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: customer.preferredAccount,
+    strategicAccount: customer.strategicAccount,
+    requiresApproval: customer.requiresApproval,
+    blockedAccount: customer.blockedAccount,
    contacts: [],
+    rollups: mapRollups({
+      lastContactAt: null,
+      contactHistoryCount: 0,
+      contactCount: 0,
+      attachmentCount: 0,
+      childCustomerCount: 0,
+    }),
  };
 }

 export async function listVendors(filters: CrmListFilters = {}) {
  const vendors = await prisma.vendor.findMany({
    where: buildWhereClause(filters),
+    include: {
+      contactEntries: {
+        select: {
+          contactAt: true,
+        },
+        orderBy: {
+          contactAt: "desc",
+        },
+        take: 1,
+      },
+      _count: {
+        select: {
+          contactEntries: true,
+          contacts: true,
+        },
+      },
+    },
    orderBy: { name: "asc" },
  });

-  return vendors.map(mapSummary);
+  const attachmentCountMap = await getAttachmentCountMap("crm-vendor", vendors.map((vendor) => vendor.id));
+  return vendors.map((vendor) => mapVendorSummary(vendor, attachmentCountMap.get(vendor.id) ?? 0));
 }

 export async function listCustomerHierarchyOptions(excludeCustomerId?: string) {
@@ -422,7 +616,18 @@ export async function getVendorById(vendorId: string) {
    },
  });

-  return vendor ? mapVendorDetail(vendor) : null;
+  if (!vendor) {
+    return null;
+  }
+
+  const attachmentCount = await prisma.fileAttachment.count({
+    where: {
+      ownerType: "crm-vendor",
+      ownerId: vendorId,
+    },
+  });
+
+  return mapVendorDetail(vendor, attachmentCount);
 }

 export async function createVendor(payload: CrmRecordInput) {
@@ -438,11 +643,16 @@ export async function createVendor(payload: CrmRecordInput) {
      postalCode: payload.postalCode,
      country: payload.country,
      status: payload.status,
+      lifecycleStage: payload.lifecycleStage ?? "ACTIVE",
      notes: payload.notes,
      paymentTerms: payload.paymentTerms ?? null,
      currencyCode: payload.currencyCode ?? "USD",
      taxExempt: payload.taxExempt ?? false,
      creditHold: payload.creditHold ?? false,
+      preferredAccount: payload.preferredAccount ?? false,
+      strategicAccount: payload.strategicAccount ?? false,
+      requiresApproval: payload.requiresApproval ?? false,
+      blockedAccount: payload.blockedAccount ?? false,
    },
  });

@@ -452,7 +662,18 @@ export async function createVendor(payload: CrmRecordInput) {
    currencyCode: vendor.currencyCode,
    taxExempt: vendor.taxExempt,
    creditHold: vendor.creditHold,
+    lifecycleStage: vendor.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: vendor.preferredAccount,
+    strategicAccount: vendor.strategicAccount,
+    requiresApproval: vendor.requiresApproval,
+    blockedAccount: vendor.blockedAccount,
    contacts: [],
+    rollups: mapRollups({
+      lastContactAt: null,
+      contactHistoryCount: 0,
+      contactCount: 0,
+      attachmentCount: 0,
+    }),
  };
 }

@@ -478,11 +699,16 @@ export async function updateVendor(vendorId: string, payload: CrmRecordInput) {
      postalCode: payload.postalCode,
      country: payload.country,
      status: payload.status,
+      lifecycleStage: payload.lifecycleStage ?? "ACTIVE",
      notes: payload.notes,
      paymentTerms: payload.paymentTerms ?? null,
      currencyCode: payload.currencyCode ?? "USD",
      taxExempt: payload.taxExempt ?? false,
      creditHold: payload.creditHold ?? false,
+      preferredAccount: payload.preferredAccount ?? false,
+      strategicAccount: payload.strategicAccount ?? false,
+      requiresApproval: payload.requiresApproval ?? false,
+      blockedAccount: payload.blockedAccount ?? false,
    },
  });

@@ -492,7 +718,18 @@ export async function updateVendor(vendorId: string, payload: CrmRecordInput) {
    currencyCode: vendor.currencyCode,
    taxExempt: vendor.taxExempt,
    creditHold: vendor.creditHold,
+    lifecycleStage: vendor.lifecycleStage as CrmLifecycleStage,
+    preferredAccount: vendor.preferredAccount,
+    strategicAccount: vendor.strategicAccount,
+    requiresApproval: vendor.requiresApproval,
+    blockedAccount: vendor.blockedAccount,
    contacts: [],
+    rollups: mapRollups({
+      lastContactAt: null,
+      contactHistoryCount: 0,
+      contactCount: 0,
+      attachmentCount: 0,
+    }),
  };
 }

--- a/server/src/modules/files/router.ts
+++ b/server/src/modules/files/router.ts
@@ -5,7 +5,7 @@ import { z } from "zod";

 import { fail, ok } from "../../lib/http.js";
 import { requirePermissions } from "../../lib/rbac.js";
-import { createAttachment, getAttachmentContent, getAttachmentMetadata, listAttachmentsByOwner } from "./service.js";
+import { createAttachment, deleteAttachment, getAttachmentContent, getAttachmentMetadata, listAttachmentsByOwner } from "./service.js";

 const upload = multer({
  storage: multer.memoryStorage(),
@@ -71,3 +71,7 @@ filesRouter.get("/:id/content", requirePermissions([permissions.filesRead]), asy
  response.setHeader("Content-Disposition", `inline; filename="${file.originalName}"`);
  return response.send(content);
 });
+
+filesRouter.delete("/:id", requirePermissions([permissions.filesWrite]), async (request, response) => {
+  return ok(response, await deleteAttachment(String(request.params.id)));
+});
--- a/server/src/modules/files/service.ts
+++ b/server/src/modules/files/service.ts
@@ -78,3 +78,23 @@ export async function getAttachmentContent(id: string) {
    content: await fs.readFile(path.join(paths.dataDir, file.relativePath)),
  };
 }
+
+export async function deleteAttachment(id: string) {
+  const file = await prisma.fileAttachment.findUniqueOrThrow({
+    where: { id },
+  });
+
+  try {
+    await fs.unlink(path.join(paths.dataDir, file.relativePath));
+  } catch (error: unknown) {
+    if (!(error instanceof Error) || !("code" in error) || error.code !== "ENOENT") {
+      throw error;
+    }
+  }
+
+  await prisma.fileAttachment.delete({
+    where: { id },
+  });
+
+  return mapFile(file);
+}
--- a/shared/src/crm/types.ts
+++ b/shared/src/crm/types.ts
@@ -1,8 +1,10 @@
 export const crmRecordStatuses = ["LEAD", "ACTIVE", "ON_HOLD", "INACTIVE"] as const;
 export const crmContactEntryTypes = ["NOTE", "CALL", "EMAIL", "MEETING"] as const;
+export const crmLifecycleStages = ["PROSPECT", "ACTIVE", "DORMANT", "CHURNED"] as const;

 export type CrmRecordStatus = (typeof crmRecordStatuses)[number];
 export type CrmContactEntryType = (typeof crmContactEntryTypes)[number];
+export type CrmLifecycleStage = (typeof crmLifecycleStages)[number];
 export const crmContactRoles = ["PRIMARY", "PURCHASING", "AP", "SHIPPING", "ENGINEERING", "SALES", "OTHER"] as const;
 export type CrmContactRole = (typeof crmContactRoles)[number];

@@ -58,6 +60,14 @@ export interface CrmCustomerHierarchyOptionDto {
  isReseller: boolean;
 }

+export interface CrmRecordRollupsDto {
+  lastContactAt: string | null;
+  contactHistoryCount: number;
+  contactCount: number;
+  attachmentCount: number;
+  childCustomerCount?: number;
+}
+
 export interface CrmRecordSummaryDto {
  id: string;
  name: string;
@@ -67,9 +77,15 @@ export interface CrmRecordSummaryDto {
  state: string;
  country: string;
  status: CrmRecordStatus;
+  lifecycleStage?: CrmLifecycleStage;
+  preferredAccount?: boolean;
+  strategicAccount?: boolean;
+  requiresApproval?: boolean;
+  blockedAccount?: boolean;
  isReseller?: boolean;
  parentCustomerId?: string | null;
  parentCustomerName?: string | null;
+  rollups?: CrmRecordRollupsDto;
  updatedAt: string;
 }

@@ -90,6 +106,12 @@ export interface CrmRecordDetailDto extends CrmRecordSummaryDto {
  taxExempt?: boolean;
  creditHold?: boolean;
  contacts?: CrmContactDto[];
+  lifecycleStage?: CrmLifecycleStage;
+  preferredAccount?: boolean;
+  strategicAccount?: boolean;
+  requiresApproval?: boolean;
+  blockedAccount?: boolean;
+  rollups?: CrmRecordRollupsDto;
 }

 export interface CrmRecordInput {
@@ -111,6 +133,11 @@ export interface CrmRecordInput {
  currencyCode?: string | null;
  taxExempt?: boolean;
  creditHold?: boolean;
+  lifecycleStage?: CrmLifecycleStage;
+  preferredAccount?: boolean;
+  strategicAccount?: boolean;
+  requiresApproval?: boolean;
+  blockedAccount?: boolean;
 }

 export type CustomerSummaryDto = CrmRecordSummaryDto;