neta/docs/database/0005-advanced-crm-tables.md

0005 - Advanced CRM Tables

SQL file: supabase/migrations/0005_add_advanced_crm_tables.sql

Purpose

Extends client management with pipeline and activity tracking fields.

What It Changes

The clients table receives:

• pipeline_stage
• next_follow_up_date
• last_contact_date
• client_value_score

What It Creates

• client_activities

RLS

client_activities is user-scoped through user_id and has select, insert, update, and delete policies for the owning user.

Execution

Run after 0004_add_business_os_tables.sql.