crm finish

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

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>
           ))}

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>
   );
 }

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.`);

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>
+  );
+}

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>

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">

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 };