CRM Administration
Schema, RLS, integrations, and CRM system status
🔌 Integration Dependencies
Supabase Database◌ pending configuration
WhatsApp Business API○ pending task 32
Email Provider (SendGrid/Resend)○ pending task 32
Calendar Integration○ pending task 32
Voice/Telephony (Twilio)○ pending task 31
Agent Runtime/Scheduler○ pending task 33
🗄️ CRM Schema Tables (23)
| Table | Domain | RLS | Status |
|---|---|---|---|
| leads | CRM | ● Enabled | ○ Schema Ready |
| lead_events | CRM | ● Enabled | ○ Schema Ready |
| crm_contacts | CRM | ● Enabled | ○ Schema Ready |
| conversations | CRM | ● Enabled | ○ Schema Ready |
| messages | CRM | ● Enabled | ○ Schema Ready |
| appointments | CRM | ● Enabled | ○ Schema Ready |
| follow_ups | CRM | ● Enabled | ○ Schema Ready |
| no_shows | CRM | ● Enabled | ○ Schema Ready |
| dormant_clients | CRM | ● Enabled | ○ Schema Ready |
| lead_sources | CRM Extension | ● Enabled | ○ Schema Ready |
| lead_assignments | CRM Extension | ● Enabled | ○ Schema Ready |
| lead_notes | CRM Extension | ● Enabled | ○ Schema Ready |
| lead_tasks | CRM Extension | ● Enabled | ○ Schema Ready |
| pipeline_stages | CRM Extension | ● Enabled | ○ Schema Ready |
| pipeline_stage_history | CRM Extension | ● Enabled | ○ Schema Ready |
| appointment_events | CRM Extension | ● Enabled | ○ Schema Ready |
| call_events | Call Foundation | ● Enabled | ○ Schema Ready |
| missed_calls | Call Foundation | ● Enabled | ○ Schema Ready |
| callback_tasks | Call Foundation | ● Enabled | ○ Schema Ready |
| call_notes | Call Foundation | ● Enabled | ○ Schema Ready |
| call_recording_references | Call Foundation | ● Enabled | ○ Schema Ready |
| call_transcript_references | Call Foundation | ● Enabled | ○ Schema Ready |
| call_summary_references | Call Foundation | ● Enabled | ○ Schema Ready |
🛣️ CRM API Routes (11)
/api/crm/status○ Architecture Ready
/api/crm/leads○ Architecture Ready
/api/crm/leads/[id]○ Architecture Ready
/api/crm/pipeline○ Architecture Ready
/api/crm/tasks○ Architecture Ready
/api/crm/contacts○ Architecture Ready
/api/crm/appointments○ Architecture Ready
/api/crm/calls/status○ Architecture Ready
/api/crm/missed-calls○ Architecture Ready
/api/crm/callback-tasks○ Architecture Ready
/api/crm/notes○ Architecture Ready