insforge 0.3.3 → 1.3.0

package/frontend/src/features/database/templates/crm-system.ts

@@ -0,0 +1,528 @@
+import { DatabaseTemplate } from './index';
+
+export const crmSystemTemplate: DatabaseTemplate = {
+  id: 'crm-system',
+  title: 'CRM',
+  description: 'A simple CRM for managing contacts, companies, deals, tasks, and follow ups',
+  tableCount: 4,
+  visualizerSchema: [
+    {
+      tableName: 'companies',
+      columns: [
+        { columnName: 'id', type: 'uuid', isPrimaryKey: true, isNullable: false, isUnique: true },
+        {
+          columnName: 'name',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: false,
+        },
+        {
+          columnName: 'industry',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'website',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'phone',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'email',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'address',
+          type: 'text',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'created_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'updated_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+      ],
+    },
+    {
+      tableName: 'contacts',
+      columns: [
+        { columnName: 'id', type: 'uuid', isPrimaryKey: true, isNullable: false, isUnique: true },
+        {
+          columnName: 'company_id',
+          type: 'uuid',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+          foreignKey: {
+            referenceTable: 'companies',
+            referenceColumn: 'id',
+            onDelete: 'SET NULL',
+            onUpdate: 'CASCADE',
+          },
+        },
+        {
+          columnName: 'first_name',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: false,
+        },
+        {
+          columnName: 'last_name',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: false,
+        },
+        {
+          columnName: 'email',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: true,
+        },
+        {
+          columnName: 'phone',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'position',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'created_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'updated_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+      ],
+    },
+    {
+      tableName: 'deals',
+      columns: [
+        { columnName: 'id', type: 'uuid', isPrimaryKey: true, isNullable: false, isUnique: true },
+        {
+          columnName: 'company_id',
+          type: 'uuid',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+          foreignKey: {
+            referenceTable: 'companies',
+            referenceColumn: 'id',
+            onDelete: 'CASCADE',
+            onUpdate: 'CASCADE',
+          },
+        },
+        {
+          columnName: 'contact_id',
+          type: 'uuid',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+          foreignKey: {
+            referenceTable: 'contacts',
+            referenceColumn: 'id',
+            onDelete: 'SET NULL',
+            onUpdate: 'CASCADE',
+          },
+        },
+        {
+          columnName: 'title',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: false,
+        },
+        {
+          columnName: 'amount',
+          type: 'decimal',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'status',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'close_date',
+          type: 'date',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'created_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'updated_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+      ],
+    },
+    {
+      tableName: 'activities',
+      columns: [
+        { columnName: 'id', type: 'uuid', isPrimaryKey: true, isNullable: false, isUnique: true },
+        {
+          columnName: 'contact_id',
+          type: 'uuid',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+          foreignKey: {
+            referenceTable: 'contacts',
+            referenceColumn: 'id',
+            onDelete: 'CASCADE',
+            onUpdate: 'CASCADE',
+          },
+        },
+        {
+          columnName: 'deal_id',
+          type: 'uuid',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+          foreignKey: {
+            referenceTable: 'deals',
+            referenceColumn: 'id',
+            onDelete: 'CASCADE',
+            onUpdate: 'CASCADE',
+          },
+        },
+        {
+          columnName: 'type',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: false,
+        },
+        {
+          columnName: 'subject',
+          type: 'varchar',
+          isPrimaryKey: false,
+          isNullable: false,
+          isUnique: false,
+        },
+        {
+          columnName: 'description',
+          type: 'text',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'scheduled_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'completed_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+        {
+          columnName: 'created_at',
+          type: 'timestamp',
+          isPrimaryKey: false,
+          isNullable: true,
+          isUnique: false,
+        },
+      ],
+    },
+  ],
+  sql: `-- CRM System Database Schema
+-- A comprehensive CRM system with companies, contacts, deals, and activities
+
+-- Companies table
+CREATE TABLE companies (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  name VARCHAR(255) NOT NULL,
+  industry VARCHAR(100),
+  website VARCHAR(255),
+  phone VARCHAR(50),
+  email VARCHAR(255),
+  address TEXT,
+  created_at TIMESTAMP DEFAULT NOW(),
+  updated_at TIMESTAMP DEFAULT NOW()
+);
+
+-- Contacts table
+CREATE TABLE contacts (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  company_id UUID REFERENCES companies(id) ON UPDATE CASCADE ON DELETE SET NULL,
+  first_name VARCHAR(100) NOT NULL,
+  last_name VARCHAR(100) NOT NULL,
+  email VARCHAR(255) UNIQUE NOT NULL,
+  phone VARCHAR(50),
+  position VARCHAR(100),
+  created_at TIMESTAMP DEFAULT NOW(),
+  updated_at TIMESTAMP DEFAULT NOW()
+);
+
+-- Deals table
+CREATE TABLE deals (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  company_id UUID REFERENCES companies(id) ON UPDATE CASCADE ON DELETE CASCADE,
+  contact_id UUID REFERENCES contacts(id) ON UPDATE CASCADE ON DELETE SET NULL,
+  title VARCHAR(255) NOT NULL,
+  amount DECIMAL(15, 2),
+  status VARCHAR(50) DEFAULT 'open' CHECK (status IN ('open', 'won', 'lost')),
+  close_date DATE,
+  created_at TIMESTAMP DEFAULT NOW(),
+  updated_at TIMESTAMP DEFAULT NOW()
+);
+
+-- Activities table
+CREATE TABLE activities (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  contact_id UUID REFERENCES contacts(id) ON UPDATE CASCADE ON DELETE CASCADE,
+  deal_id UUID REFERENCES deals(id) ON UPDATE CASCADE ON DELETE CASCADE,
+  type VARCHAR(50) NOT NULL CHECK (type IN ('call', 'email', 'meeting', 'note')),
+  subject VARCHAR(255) NOT NULL,
+  description TEXT,
+  scheduled_at TIMESTAMP,
+  completed_at TIMESTAMP,
+  created_at TIMESTAMP DEFAULT NOW()
+);
+
+-- Create indexes for better performance
+CREATE INDEX idx_contacts_company ON contacts(company_id);
+CREATE INDEX idx_contacts_email ON contacts(email);
+CREATE INDEX idx_deals_company ON deals(company_id);
+CREATE INDEX idx_deals_contact ON deals(contact_id);
+CREATE INDEX idx_deals_status ON deals(status);
+CREATE INDEX idx_deals_close_date ON deals(close_date);
+CREATE INDEX idx_activities_contact ON activities(contact_id);
+CREATE INDEX idx_activities_deal ON activities(deal_id);
+CREATE INDEX idx_activities_type ON activities(type);
+CREATE INDEX idx_activities_scheduled ON activities(scheduled_at);
+
+-- =======================
+-- ROW LEVEL SECURITY (RLS)
+-- =======================
+
+-- Enable RLS on all tables
+ALTER TABLE companies ENABLE ROW LEVEL SECURITY;
+ALTER TABLE contacts ENABLE ROW LEVEL SECURITY;
+ALTER TABLE deals ENABLE ROW LEVEL SECURITY;
+ALTER TABLE activities ENABLE ROW LEVEL SECURITY;
+
+-- Policies for companies (allow all operations for authenticated users)
+CREATE POLICY "Allow authenticated users to view companies"
+  ON companies FOR SELECT
+  TO authenticated
+  USING (true);
+
+CREATE POLICY "Allow authenticated users to create companies"
+  ON companies FOR INSERT
+  TO authenticated
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to update companies"
+  ON companies FOR UPDATE
+  TO authenticated
+  USING (true)
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to delete companies"
+  ON companies FOR DELETE
+  TO authenticated
+  USING (true);
+
+-- Policies for contacts
+CREATE POLICY "Allow authenticated users to view contacts"
+  ON contacts FOR SELECT
+  TO authenticated
+  USING (true);
+
+CREATE POLICY "Allow authenticated users to create contacts"
+  ON contacts FOR INSERT
+  TO authenticated
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to update contacts"
+  ON contacts FOR UPDATE
+  TO authenticated
+  USING (true)
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to delete contacts"
+  ON contacts FOR DELETE
+  TO authenticated
+  USING (true);
+
+-- Policies for deals
+CREATE POLICY "Allow authenticated users to view deals"
+  ON deals FOR SELECT
+  TO authenticated
+  USING (true);
+
+CREATE POLICY "Allow authenticated users to create deals"
+  ON deals FOR INSERT
+  TO authenticated
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to update deals"
+  ON deals FOR UPDATE
+  TO authenticated
+  USING (true)
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to delete deals"
+  ON deals FOR DELETE
+  TO authenticated
+  USING (true);
+
+-- Policies for activities
+CREATE POLICY "Allow authenticated users to view activities"
+  ON activities FOR SELECT
+  TO authenticated
+  USING (true);
+
+CREATE POLICY "Allow authenticated users to create activities"
+  ON activities FOR INSERT
+  TO authenticated
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to update activities"
+  ON activities FOR UPDATE
+  TO authenticated
+  USING (true)
+  WITH CHECK (true);
+
+CREATE POLICY "Allow authenticated users to delete activities"
+  ON activities FOR DELETE
+  TO authenticated
+  USING (true);
+
+-- =======================
+-- SEED DATA
+-- =======================
+
+-- Insert sample companies
+INSERT INTO companies (name, industry, website, phone, email, address) VALUES
+  ('Acme Corporation', 'Technology', 'https://acme-corp.example', '+1-555-0100', 'info@acme-corp.example', '123 Tech Street, San Francisco, CA 94105'),
+  ('TechStart Inc', 'Software', 'https://techstart.example', '+1-555-0101', 'contact@techstart.example', '456 Innovation Ave, Austin, TX 78701'),
+  ('Global Solutions Ltd', 'Consulting', 'https://globalsolutions.example', '+1-555-0102', 'hello@globalsolutions.example', '789 Business Blvd, New York, NY 10001'),
+  ('Innovation Labs', 'Research', 'https://innovationlabs.example', '+1-555-0103', 'info@innovationlabs.example', '321 Science Park, Boston, MA 02101'),
+  ('Enterprise Systems Co', 'Enterprise Software', 'https://enterprisesys.example', '+1-555-0104', 'sales@enterprisesys.example', '654 Commerce Dr, Seattle, WA 98101');
+
+-- Insert sample contacts
+INSERT INTO contacts (company_id, first_name, last_name, email, phone, position) VALUES
+  ((SELECT id FROM companies WHERE name = 'Acme Corporation'), 'John', 'Smith', 'john.smith@acme-corp.example', '+1-555-0200', 'CEO'),
+  ((SELECT id FROM companies WHERE name = 'Acme Corporation'), 'Sarah', 'Johnson', 'sarah.johnson@acme-corp.example', '+1-555-0201', 'CTO'),
+  ((SELECT id FROM companies WHERE name = 'TechStart Inc'), 'Michael', 'Williams', 'michael.williams@techstart.example', '+1-555-0202', 'Founder'),
+  ((SELECT id FROM companies WHERE name = 'TechStart Inc'), 'Emily', 'Brown', 'emily.brown@techstart.example', '+1-555-0203', 'VP of Sales'),
+  ((SELECT id FROM companies WHERE name = 'Global Solutions Ltd'), 'David', 'Davis', 'david.davis@globalsolutions.example', '+1-555-0204', 'Managing Partner'),
+  ((SELECT id FROM companies WHERE name = 'Innovation Labs'), 'Jennifer', 'Miller', 'jennifer.miller@innovationlabs.example', '+1-555-0205', 'Director of Research'),
+  ((SELECT id FROM companies WHERE name = 'Innovation Labs'), 'Robert', 'Wilson', 'robert.wilson@innovationlabs.example', '+1-555-0206', 'Senior Scientist'),
+  ((SELECT id FROM companies WHERE name = 'Enterprise Systems Co'), 'Lisa', 'Anderson', 'lisa.anderson@enterprisesys.example', '+1-555-0207', 'VP of Sales'),
+  ((SELECT id FROM companies WHERE name = 'Enterprise Systems Co'), 'James', 'Taylor', 'james.taylor@enterprisesys.example', '+1-555-0208', 'Account Manager');
+
+-- Insert sample deals
+INSERT INTO deals (company_id, contact_id, title, amount, status, close_date) VALUES
+  ((SELECT id FROM companies WHERE name = 'Acme Corporation'), (SELECT id FROM contacts WHERE email = 'john.smith@acme-corp.example'), 'Enterprise License Agreement', 150000.00, 'won', '2025-10-15'),
+  ((SELECT id FROM companies WHERE name = 'TechStart Inc'), (SELECT id FROM contacts WHERE email = 'emily.brown@techstart.example'), 'Cloud Infrastructure Setup', 75000.00, 'open', '2025-12-01'),
+  ((SELECT id FROM companies WHERE name = 'Global Solutions Ltd'), (SELECT id FROM contacts WHERE email = 'david.davis@globalsolutions.example'), 'Consulting Services Package', 120000.00, 'open', '2025-11-20'),
+  ((SELECT id FROM companies WHERE name = 'Innovation Labs'), (SELECT id FROM contacts WHERE email = 'jennifer.miller@innovationlabs.example'), 'Research Partnership', 200000.00, 'won', '2025-09-30'),
+  ((SELECT id FROM companies WHERE name = 'Enterprise Systems Co'), (SELECT id FROM contacts WHERE email = 'lisa.anderson@enterprisesys.example'), 'Software Integration Project', 95000.00, 'open', '2025-12-15'),
+  ((SELECT id FROM companies WHERE name = 'Acme Corporation'), (SELECT id FROM contacts WHERE email = 'sarah.johnson@acme-corp.example'), 'Technical Support Contract', 45000.00, 'lost', '2025-10-01'),
+  ((SELECT id FROM companies WHERE name = 'TechStart Inc'), (SELECT id FROM contacts WHERE email = 'michael.williams@techstart.example'), 'Custom Development', 180000.00, 'won', '2025-10-20');
+
+-- Insert sample activities
+INSERT INTO activities (contact_id, deal_id, type, subject, description, scheduled_at, completed_at) VALUES
+  ((SELECT id FROM contacts WHERE email = 'john.smith@acme-corp.example'),
+   (SELECT id FROM deals WHERE title = 'Enterprise License Agreement'),
+   'meeting', 'Initial Discovery Call', 'Discussed requirements and project scope', '2025-09-15 10:00:00', '2025-09-15 11:00:00'),
+
+  ((SELECT id FROM contacts WHERE email = 'emily.brown@techstart.example'),
+   (SELECT id FROM deals WHERE title = 'Cloud Infrastructure Setup'),
+   'email', 'Proposal Follow-up', 'Sent detailed proposal and pricing', '2025-10-20 14:30:00', '2025-10-20 14:30:00'),
+
+  ((SELECT id FROM contacts WHERE email = 'david.davis@globalsolutions.example'),
+   (SELECT id FROM deals WHERE title = 'Consulting Services Package'),
+   'call', 'Budget Discussion', 'Reviewed budget constraints and timeline', '2025-10-25 15:00:00', '2025-10-25 15:45:00'),
+
+  ((SELECT id FROM contacts WHERE email = 'jennifer.miller@innovationlabs.example'),
+   (SELECT id FROM deals WHERE title = 'Research Partnership'),
+   'meeting', 'Contract Signing', 'Finalized partnership agreement', '2025-09-28 13:00:00', '2025-09-28 14:30:00'),
+
+  ((SELECT id FROM contacts WHERE email = 'lisa.anderson@enterprisesys.example'),
+   (SELECT id FROM deals WHERE title = 'Software Integration Project'),
+   'meeting', 'Technical Requirements Meeting', 'Gathering technical specifications', '2025-11-12 10:00:00', NULL),
+
+  ((SELECT id FROM contacts WHERE email = 'sarah.johnson@acme-corp.example'),
+   NULL,
+   'call', 'Quarterly Check-in', 'Regular relationship building call', '2025-11-05 11:00:00', NULL),
+
+  ((SELECT id FROM contacts WHERE email = 'michael.williams@techstart.example'),
+   (SELECT id FROM deals WHERE title = 'Custom Development'),
+   'email', 'Project Kickoff Details', 'Sent project timeline and milestones', '2025-10-22 09:00:00', '2025-10-22 09:00:00'),
+
+  ((SELECT id FROM contacts WHERE email = 'robert.wilson@innovationlabs.example'),
+   NULL,
+   'note', 'Conference Networking', 'Met at Tech Conference 2025, interested in AI solutions', '2025-10-18 16:00:00', '2025-10-18 16:00:00'),
+
+  ((SELECT id FROM contacts WHERE email = 'james.taylor@enterprisesys.example'),
+   (SELECT id FROM deals WHERE title = 'Software Integration Project'),
+   'meeting', 'Demo Presentation', 'Product demonstration scheduled', '2025-11-18 14:00:00', NULL),
+
+  ((SELECT id FROM contacts WHERE email = 'emily.brown@techstart.example'),
+   (SELECT id FROM deals WHERE title = 'Cloud Infrastructure Setup'),
+   'call', 'Security Requirements Review', 'Discuss compliance and security needs', '2025-11-08 10:30:00', NULL);`,
+};