Customer fields

Customers store account details, CRM contacts, activity, and projects. Customers are soft-deleted, while sales orders keep customer snapshots for history.

customercontactsactivities and projects

01. Customer

Field	Type	Default	Meaning
name	varchar(255)	required	Customer or account name.
customerCategoryId	uuid	null	Category used for pricing scope and grouping.
accountState	constrained varchar	active	active, growth, at_risk, or former.
accountPriority	constrained varchar	standard	strategic, high, standard, or low.
email	varchar	null	Main account email.
phone	varchar	null	Main account phone.
billing* fields	varchar	null	Billing address: line 1, line 2, city, region, postcode, country.
ship* fields	varchar	null	Shipping address: line 1, line 2, city, region, postcode, country.
version	integer	1	Optimistic concurrency version.
deletedAt	timestamptz	null	Set when the customer is soft-deleted.

02. Contacts

Contacts belong to the customer and are reconciled by id when the customer document saves.

Field	Type	Default	Meaning
name	varchar(255)	required	Contact name.
title	varchar	null	Role or title at the account.
email	varchar	null	Contact email.
phone	varchar	null	Contact phone.
addressEntryId	uuid	null	Optional shared address-book entry.
roles	logical role list	[]	primary, shipping, invoicing, billing, field.

Role flags map to isPrimary, receivesShipping, receivesInvoices, receivesBillingCc, and isOnSite in storage.

03. Activities and tasks

Field	Type	Default	Meaning
type	constrained varchar	required	note, call, email, meeting, or task.
occurredAt	timestamptz	now	When the activity happened.
title	varchar(255)	null	Required for tasks.
body	text	null	Required for non-task activities.
dueDate	date	null	Tasks only.
status	constrained varchar	null	Tasks only: open or done.
completedAt	timestamptz	null	Set when a task is done.
customerProjectId	uuid	null	Optional project link.
attendees	rows	[]	Optional contact attendees.

Non-task activities cannot have task due dates or task status. Tasks require a title and carry status.

04. Projects

Field	Type	Default	Meaning
name	varchar(255)	required	Project name.
status	constrained varchar	planning	planning, active, hold, or done.
startDate	date	null	Optional start date.
targetEndDate	date	null	Optional target date.
summary	text	null	Optional project description.

Projects can be linked to sales orders and activities, then read back with order count and order value.