crm finish

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;