2026 · 05 · 21
Customer Record
The single source of truth for a customer's contract and pipeline footprint — a finance-grade view that rolls up every contract, renewal, and opportunity tied to an organization's account.
The Customer Record is the single source of truth for a customer's contract and pipeline footprint inside HarborOS — a finance-grade view that rolls up every contract, renewal, and opportunity tied to an organization's account.
Added
- Customers table at
/customers— bulk view of every customer in the org with Tag, Industry, Contracts count, and Active ARR. - Active ARR uses the explicit-churn rule, so the figure matches the dashboard, forecast, and customer detail page.
- Sortable columns: Customer, Tag, Industry, Contracts, Active ARR. Numeric columns default to descending, text columns to ascending.
- Filterable by Tag and Industry (including "No tag" / "No industry"), plus free-text search across name, tag, and industry. A result counter and Reset control surface active filter state.
- Inline editing of Tag and Industry directly in the table — Pro-gated, with an upgrade nudge for Free orgs.
- Bulk delete empty customers — one-click "Delete empty (N)" removes every customer with zero contracts and zero pipeline, behind a confirmation dialog. Restricted to org owners.
- Customer detail page at
/customers/:id— header with editable metadata (tag, industry) and contract/pipeline rollups. - Single-record delete — empty customers (no contracts, no pipeline) can be deleted from the detail page; the button is hidden when the record has any associated data.
- Customer records are org-scoped — no cross-tenant leakage.
- Contract extractions and opportunities auto-link to customers via name normalization, so a customer record is the durable join key across contracts, renewals, and pipeline.
- Deletion is hard-delete with audit trail; only org owners can delete.