@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/leads/migrations/003_leads_sample_data.sql

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+-- ============================================================================
+-- Sample data for leads table - CRM Theme
+-- Aligned with schema in 001_leads_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- ============================================================================
+
+-- Clean existing leads data
+DELETE FROM "leads" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "leads" (
+  id,
+  "companyName",
+  "contactName",
+  email,
+  phone,
+  website,
+  source,
+  status,
+  score,
+  industry,
+  "companySize",
+  budget,
+  "assignedTo",
+  notes,
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- Hot Leads (High Priority)
+(
+  'lead-crm-001',
+  'NewTech Ventures',
+  'Sarah Johnson',
+  'sarah.johnson@newtech-ventures.com',
+  '+1-555-1001',
+  'https://newtech-ventures.com',
+  'web',
+  'qualified',
+  85,
+  'Technology',
+  '51-200',
+  50000.00,
+  'usr-crm-sales-rep',
+  'Very interested in our enterprise solution. Has budget approval.',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '5 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'lead-crm-002',
+  'Innovate Corp',
+  'Michael Rodriguez',
+  'michael.rodriguez@innovate-corp.com',
+  '+1-555-1002',
+  'https://innovate-corp.com',
+  'referral',
+  'qualified',
+  92,
+  'Manufacturing',
+  '201-500',
+  120000.00,
+  'usr-crm-sales-rep',
+  'Referral from existing customer Global Manufacturing. Decision maker.',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '3 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'lead-crm-003',
+  'Future Health Systems',
+  'Emily Chen',
+  'emily.chen@future-health.com',
+  '+1-555-1003',
+  'https://future-health.com',
+  'social_media',
+  'qualified',
+  88,
+  'Healthcare',
+  '201-500',
+  85000.00,
+  'usr-crm-sales-mgr',
+  'LinkedIn connection. Expressed interest in healthcare-specific features.',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '7 days',
+  NOW() - INTERVAL '3 days'
+),
+
+-- Warm Leads (Medium Priority)
+(
+  'lead-crm-004',
+  'Growth Solutions LLC',
+  'David Thompson',
+  'david.thompson@growth-solutions.com',
+  '+1-555-1004',
+  'https://growth-solutions.com',
+  'cold_call',
+  'contacted',
+  72,
+  'Consulting',
+  '11-50',
+  25000.00,
+  'usr-crm-sales-rep',
+  'Initial call went well. Needs follow-up demo.',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '10 days',
+  NOW() - INTERVAL '5 days'
+),
+(
+  'lead-crm-005',
+  'SmartEdu Technologies',
+  'Lisa Anderson',
+  'lisa.anderson@smartedu.com',
+  '+1-555-1005',
+  'https://smartedu.com',
+  'advertising',
+  'contacted',
+  65,
+  'Education Technology',
+  '51-200',
+  32000.00,
+  'usr-crm-sales-rep',
+  'Came through Google Ads. Evaluating multiple vendors.',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '12 days',
+  NOW() - INTERVAL '7 days'
+),
+(
+  'lead-crm-006',
+  'Digital Retail Group',
+  'Robert Wilson',
+  'robert.wilson@digital-retail.com',
+  '+1-555-1006',
+  'https://digital-retail.com',
+  'trade_show',
+  'contacted',
+  58,
+  'Retail',
+  '500+',
+  150000.00,
+  'usr-crm-sales-mgr',
+  'Met at CRM Conference 2024. Large potential deal.',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '10 days'
+),
+
+-- Cold Leads (Lower Priority)
+(
+  'lead-crm-007',
+  'Local Services Co',
+  'Jennifer Brown',
+  'jennifer.brown@local-services.com',
+  '+1-555-1007',
+  'https://local-services.com',
+  'email',
+  'new',
+  35,
+  'Professional Services',
+  '11-50',
+  8000.00,
+  NULL,
+  'Downloaded whitepaper. No response to follow-up emails yet.',
+  'usr-crm-marketing',
+  'team-crm-company',
+  NOW() - INTERVAL '20 days',
+  NOW() - INTERVAL '15 days'
+),
+(
+  'lead-crm-008',
+  'Miller Family Business',
+  'James Miller',
+  'james.miller@family-business.com',
+  '+1-555-1008',
+  'https://family-business.com',
+  'cold_call',
+  'contacted',
+  42,
+  'Family Business',
+  '1-10',
+  12000.00,
+  'usr-crm-sales-rep',
+  'Small business owner. Budget constraints but interested.',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '18 days',
+  NOW() - INTERVAL '12 days'
+),
+
+-- Converted Lead (Example of successful conversion)
+(
+  'lead-crm-009',
+  'TechnoSoft Solutions',
+  'Amanda Davis',
+  'amanda.davis@technosoft.com',
+  '+1-555-1009',
+  'https://technosoft.com',
+  'referral',
+  'converted',
+  95,
+  'Software Development',
+  '51-200',
+  25000.00,
+  'usr-crm-sales-mgr',
+  'Successfully converted to customer. Now company_001.',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '60 days',
+  NOW() - INTERVAL '35 days'
+),
+
+-- International Lead
+(
+  'lead-crm-010',
+  'Innovacion Mexico',
+  'Carlos Garcia',
+  'carlos.garcia@innovacion-mx.com',
+  '+52-555-1010',
+  'https://innovacion-mx.com',
+  'partner',
+  'qualified',
+  78,
+  'Technology',
+  '51-200',
+  35000.00,
+  'usr-crm-sales-mgr',
+  'Partner referral from Mexico. Needs Spanish-speaking support.',
+  'usr-crm-ceo',
+  'team-crm-company',
+  NOW() - INTERVAL '8 days',
+  NOW() - INTERVAL '4 days'
+);
+
+-- Note: convertedToContactId and convertedToCompanyId are UUID columns
+-- Cannot link to TEXT IDs like 'contact-crm-001' directly
+-- The conversion tracking can be done at application level

package/entities/notes/messages/en.json

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+{
+  "entity": {
+    "name": "Note",
+    "plural": "Notes",
+    "description": "Manage notes and documentation"
+  },
+  "fields": {
+    "entityType": {
+      "label": "Related Entity Type",
+      "description": "Type of entity this note is related to",
+      "placeholder": "Select entity type..."
+    },
+    "entityId": {
+      "label": "Related Entity",
+      "description": "Entity this note is related to",
+      "placeholder": "Select entity..."
+    },
+    "title": {
+      "label": "Title",
+      "description": "Note title or subject",
+      "placeholder": "Enter title..."
+    },
+    "content": {
+      "label": "Content",
+      "description": "Note content",
+      "placeholder": "Enter note content..."
+    },
+    "type": {
+      "label": "Note Type",
+      "description": "Type or category of note",
+      "placeholder": "Select type..."
+    },
+    "isPrivate": {
+      "label": "Private Note",
+      "description": "Whether this note is private"
+    },
+    "isPinned": {
+      "label": "Pinned",
+      "description": "Whether this note is pinned"
+    },
+    "tags": {
+      "label": "Tags",
+      "description": "Note tags for categorization",
+      "placeholder": "Enter tags..."
+    },
+    "attachments": {
+      "label": "Attachments",
+      "description": "File attachments"
+    },
+    "reminderDate": {
+      "label": "Reminder Date",
+      "description": "When to be reminded about this note",
+      "placeholder": "Select date..."
+    },
+    "sharedWith": {
+      "label": "Shared With",
+      "description": "Users this note is shared with",
+      "placeholder": "Select users..."
+    },
+    "createdAt": {
+      "label": "Created At",
+      "description": "When the note was created"
+    },
+    "updatedAt": {
+      "label": "Updated At",
+      "description": "When the note was last updated"
+    }
+  },
+  "options": {
+    "entityType": {
+      "lead": "Lead",
+      "contact": "Contact",
+      "company": "Company",
+      "opportunity": "Opportunity",
+      "activity": "Activity",
+      "campaign": "Campaign",
+      "product": "Product"
+    },
+    "type": {
+      "general": "General",
+      "meeting": "Meeting Notes",
+      "call": "Call Notes",
+      "email": "Email Notes",
+      "research": "Research",
+      "todo": "To-Do",
+      "idea": "Idea",
+      "feedback": "Feedback",
+      "issue": "Issue",
+      "solution": "Solution"
+    }
+  },
+  "actions": {
+    "create": "Create Note",
+    "edit": "Edit Note",
+    "delete": "Delete Note",
+    "view": "View Note",
+    "list": "List Notes",
+    "pin": "Pin Note",
+    "unpin": "Unpin Note",
+    "share": "Share Note",
+    "duplicate": "Duplicate Note",
+    "export": "Export Note"
+  },
+  "messages": {
+    "created": "Note created successfully",
+    "updated": "Note updated successfully",
+    "deleted": "Note deleted successfully",
+    "pinned": "Note pinned successfully",
+    "unpinned": "Note unpinned successfully",
+    "shared": "Note shared successfully",
+    "notFound": "Note not found",
+    "error": "An error occurred while processing the note"
+  }
+}

package/entities/notes/messages/es.json

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+{
+  "entity": {
+    "name": "Nota",
+    "plural": "Notas",
+    "description": "Gestiona notas y documentación"
+  },
+  "fields": {
+    "entityType": {
+      "label": "Tipo de Entidad",
+      "description": "Tipo de entidad relacionada",
+      "placeholder": "Seleccionar tipo..."
+    },
+    "entityId": {
+      "label": "Entidad Relacionada",
+      "description": "Entidad relacionada",
+      "placeholder": "Seleccionar entidad..."
+    },
+    "title": {
+      "label": "Título",
+      "description": "Título o asunto de la nota",
+      "placeholder": "Ingrese título..."
+    },
+    "content": {
+      "label": "Contenido",
+      "description": "Contenido de la nota",
+      "placeholder": "Ingrese contenido..."
+    },
+    "type": {
+      "label": "Tipo",
+      "description": "Tipo o categoría de nota",
+      "placeholder": "Seleccionar tipo..."
+    },
+    "isPrivate": {
+      "label": "Nota Privada",
+      "description": "Si esta nota es privada"
+    },
+    "isPinned": {
+      "label": "Fijada",
+      "description": "Si esta nota está fijada"
+    },
+    "tags": {
+      "label": "Etiquetas",
+      "description": "Etiquetas para categorización",
+      "placeholder": "Ingrese etiquetas..."
+    },
+    "attachments": {
+      "label": "Adjuntos",
+      "description": "Archivos adjuntos"
+    },
+    "reminderDate": {
+      "label": "Fecha de Recordatorio",
+      "description": "Cuándo recordar esta nota",
+      "placeholder": "Seleccionar fecha..."
+    },
+    "sharedWith": {
+      "label": "Compartida con",
+      "description": "Usuarios con quienes se comparte",
+      "placeholder": "Seleccionar usuarios..."
+    },
+    "createdAt": {
+      "label": "Creado el",
+      "description": "Cuándo se creó la nota"
+    },
+    "updatedAt": {
+      "label": "Actualizado el",
+      "description": "Cuándo se actualizó por última vez"
+    }
+  },
+  "options": {
+    "entityType": {
+      "lead": "Lead",
+      "contact": "Contacto",
+      "company": "Empresa",
+      "opportunity": "Oportunidad",
+      "activity": "Actividad",
+      "campaign": "Campaña",
+      "product": "Producto"
+    },
+    "type": {
+      "general": "General",
+      "meeting": "Notas de Reunión",
+      "call": "Notas de Llamada",
+      "email": "Notas de Email",
+      "research": "Investigación",
+      "todo": "Por Hacer",
+      "idea": "Idea",
+      "feedback": "Comentarios",
+      "issue": "Problema",
+      "solution": "Solución"
+    }
+  },
+  "actions": {
+    "create": "Crear Nota",
+    "edit": "Editar Nota",
+    "delete": "Eliminar Nota",
+    "view": "Ver Nota",
+    "list": "Listar Notas",
+    "pin": "Fijar Nota",
+    "unpin": "Desfijar Nota",
+    "share": "Compartir Nota",
+    "duplicate": "Duplicar Nota",
+    "export": "Exportar Nota"
+  },
+  "messages": {
+    "created": "Nota creada exitosamente",
+    "updated": "Nota actualizada exitosamente",
+    "deleted": "Nota eliminada exitosamente",
+    "pinned": "Nota fijada exitosamente",
+    "unpinned": "Nota desfijada exitosamente",
+    "shared": "Nota compartida exitosamente",
+    "notFound": "Nota no encontrada",
+    "error": "Error al procesar la nota"
+  }
+}

package/entities/notes/migrations/020_notes_table.sql

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+-- ============================================================================
+-- Notes Table Migration
+-- CRM theme: Notes and comments on CRM records
+-- Updated with team support and RLS
+-- ============================================================================
+
+-- ============================================
+-- ENUM TYPES
+-- ============================================
+DO $$ BEGIN
+  CREATE TYPE note_type AS ENUM ('general', 'call', 'meeting', 'email', 'followup');
+EXCEPTION
+  WHEN duplicate_object THEN null;
+END $$;
+
+-- ============================================
+-- TABLE
+-- ============================================
+CREATE TABLE IF NOT EXISTS "notes" (
+  "id" TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  
+  -- Note content
+  "title" VARCHAR(255),
+  "content" TEXT NOT NULL,
+  "type" note_type DEFAULT 'general',
+  "isPinned" BOOLEAN DEFAULT false,
+  "isPrivate" BOOLEAN DEFAULT false,
+  
+  -- Polymorphic relation
+  "entityType" VARCHAR(50),  -- lead, contact, company, opportunity, campaign
+  "entityId" UUID,
+  
+  -- Direct relations (optional)
+  "contactId" TEXT REFERENCES "contacts"("id") ON DELETE SET NULL,
+  "companyId" TEXT REFERENCES "companies"("id") ON DELETE SET NULL,
+  "opportunityId" TEXT REFERENCES "opportunities"("id") ON DELETE SET NULL,
+  
+  -- Attachments
+  "attachments" JSONB DEFAULT '[]',
+  
+  -- Ownership
+  "userId" TEXT NOT NULL REFERENCES "users"("id") ON DELETE CASCADE,
+  "teamId" TEXT NOT NULL REFERENCES "teams"("id") ON DELETE CASCADE,
+  
+  -- Timestamps
+  "createdAt" TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+  "updatedAt" TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS "notes_teamId_idx" ON "notes" ("teamId");
+CREATE INDEX IF NOT EXISTS "notes_userId_idx" ON "notes" ("userId");
+CREATE INDEX IF NOT EXISTS "notes_type_idx" ON "notes" ("type");
+CREATE INDEX IF NOT EXISTS "notes_isPinned_idx" ON "notes" ("isPinned") WHERE "isPinned" = true;
+CREATE INDEX IF NOT EXISTS "notes_entityType_entityId_idx" ON "notes" ("entityType", "entityId");
+CREATE INDEX IF NOT EXISTS "notes_createdAt_idx" ON "notes" ("createdAt" DESC);
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE "notes" ENABLE ROW LEVEL SECURITY;
+
+DROP POLICY IF EXISTS "notes_select_policy" ON "notes";
+DROP POLICY IF EXISTS "notes_insert_policy" ON "notes";
+DROP POLICY IF EXISTS "notes_update_policy" ON "notes";
+DROP POLICY IF EXISTS "notes_delete_policy" ON "notes";
+
+-- Private notes only visible to creator, others visible to team
+CREATE POLICY "notes_select_policy" ON "notes"
+  FOR SELECT
+  USING (
+    (NOT "isPrivate" AND "teamId" = ANY(public.get_user_team_ids()))
+    OR ("isPrivate" AND "userId" = public.get_auth_user_id())
+    OR public.is_superadmin()
+  );
+
+CREATE POLICY "notes_insert_policy" ON "notes"
+  FOR INSERT
+  WITH CHECK ("teamId" = ANY(public.get_user_team_ids()));
+
+CREATE POLICY "notes_update_policy" ON "notes"
+  FOR UPDATE
+  USING (
+    "userId" = public.get_auth_user_id()
+    OR ("teamId" = ANY(public.get_user_team_ids()) AND NOT "isPrivate")
+    OR public.is_superadmin()
+  );
+
+CREATE POLICY "notes_delete_policy" ON "notes"
+  FOR DELETE
+  USING (
+    "userId" = public.get_auth_user_id()
+    OR ("teamId" = ANY(public.get_user_team_ids()) AND NOT "isPrivate")
+    OR public.is_superadmin()
+  );
+
+-- ============================================
+-- TRIGGER updatedAt
+-- ============================================
+CREATE OR REPLACE FUNCTION update_notes_updated_at()
+RETURNS TRIGGER AS $$
+BEGIN
+  NEW."updatedAt" = NOW();
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS notes_updated_at_trigger ON "notes";
+CREATE TRIGGER notes_updated_at_trigger
+  BEFORE UPDATE ON "notes"
+  FOR EACH ROW
+  EXECUTE FUNCTION update_notes_updated_at();
+
+COMMENT ON TABLE "notes" IS 'Notes and comments on CRM records';
+COMMENT ON COLUMN "notes"."isPrivate" IS 'Private notes only visible to creator';
+COMMENT ON COLUMN "notes"."attachments" IS 'JSONB array of attachment URLs';

package/entities/notes/migrations/021_notes_metas.sql

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+-- Migration: 002_notes_metas.sql
+-- Description: Contacts metas (table, indexes, RLS)
+-- Date: 2025-09-27
+
+-- ============================================
+-- TABLE
+-- ============================================
+-- No DROP needed - removed automatically by parent table CASCADE
+CREATE TABLE IF NOT EXISTS public."notes_metas" (
+  id             TEXT PRIMARY KEY DEFAULT gen_random_uuid()::text,
+  "entityId"     TEXT NOT NULL REFERENCES public."notes"(id) ON DELETE CASCADE,
+  "metaKey"      TEXT NOT NULL,
+  "metaValue"    JSONB NOT NULL DEFAULT '{}'::jsonb,
+  "dataType"     TEXT DEFAULT 'json',
+  "isPublic"     BOOLEAN NOT NULL DEFAULT false,
+  "isSearchable" BOOLEAN NOT NULL DEFAULT false,
+  "createdAt"    TIMESTAMPTZ NOT NULL DEFAULT now(),
+  "updatedAt"    TIMESTAMPTZ NOT NULL DEFAULT now(),
+  CONSTRAINT notes_metas_unique_key UNIQUE ("entityId", "metaKey")
+);
+
+COMMENT ON TABLE  public."notes_metas"                   IS 'Contacts metadata table - stores additional key-value pairs for notes';
+COMMENT ON COLUMN public."notes_metas"."entityId"        IS 'Generic foreign key to parent note entity';
+COMMENT ON COLUMN public."notes_metas"."metaKey"         IS 'Metadata key name';
+COMMENT ON COLUMN public."notes_metas"."metaValue"       IS 'Metadata value as JSONB';
+COMMENT ON COLUMN public."notes_metas"."dataType"        IS 'Type hint for the value: json, string, number, boolean';
+COMMENT ON COLUMN public."notes_metas"."isPublic"        IS 'Whether this metadata is publicly readable';
+COMMENT ON COLUMN public."notes_metas"."isSearchable"    IS 'Whether this metadata is searchable';
+
+-- ============================================
+-- TRIGGER updatedAt (uses Better Auth function)
+-- ============================================
+DROP TRIGGER IF EXISTS notes_metas_set_updated_at ON public."notes_metas";
+CREATE TRIGGER notes_metas_set_updated_at
+BEFORE UPDATE ON public."notes_metas"
+FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+-- ============================================
+-- INDEXES
+-- ============================================
+CREATE INDEX IF NOT EXISTS idx_notes_metas_entity_id         ON public."notes_metas"("entityId");
+CREATE INDEX IF NOT EXISTS idx_notes_metas_key               ON public."notes_metas"("metaKey");
+CREATE INDEX IF NOT EXISTS idx_notes_metas_composite         ON public."notes_metas"("entityId", "metaKey", "isPublic");
+CREATE INDEX IF NOT EXISTS idx_notes_metas_is_public         ON public."notes_metas"("isPublic") WHERE "isPublic" = true;
+CREATE INDEX IF NOT EXISTS idx_notes_metas_is_searchable     ON public."notes_metas"("isSearchable") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_notes_metas_searchable_key    ON public."notes_metas"("metaKey") WHERE "isSearchable" = true;
+CREATE INDEX IF NOT EXISTS idx_notes_metas_value_gin         ON public."notes_metas" USING GIN ("metaValue");
+CREATE INDEX IF NOT EXISTS idx_notes_metas_value_ops         ON public."notes_metas" USING GIN ("metaValue" jsonb_path_ops);
+
+-- ============================================
+-- RLS
+-- ============================================
+ALTER TABLE public."notes_metas" ENABLE ROW LEVEL SECURITY;
+
+-- Cleanup existing policies
+DROP POLICY IF EXISTS "Users can view note metas"     ON public."notes_metas";
+DROP POLICY IF EXISTS "Users can create note metas"   ON public."notes_metas";
+DROP POLICY IF EXISTS "Users can update note metas"   ON public."notes_metas";
+DROP POLICY IF EXISTS "Users can delete note metas"   ON public."notes_metas";
+
+-- ============================
+-- AUTHENTICATED USER POLICIES
+-- ============================
+-- Inherit permissions from parent entity
+CREATE POLICY "Users can view note metas"
+ON public."notes_metas"
+FOR SELECT TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."notes" c
+    WHERE c.id = notes_metas."entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can create note metas"
+ON public."notes_metas"
+FOR INSERT TO authenticated
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."notes" c
+    WHERE c.id = notes_metas."entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can update note metas"
+ON public."notes_metas"
+FOR UPDATE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."notes" c
+    WHERE c.id = notes_metas."entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+)
+WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public."notes" c
+    WHERE c.id = notes_metas."entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);
+
+CREATE POLICY "Users can delete note metas"
+ON public."notes_metas"
+FOR DELETE TO authenticated
+USING (
+  EXISTS (
+    SELECT 1 FROM public."notes" c
+    WHERE c.id = notes_metas."entityId"
+      AND c."userId" = public.get_auth_user_id()
+  )
+);