realtimex-crm 0.1.2

package/supabase/migrations/20240730075029_init_db.sql

@@ -0,0 +1,600 @@
+create table "public"."companies" (
+    "id" bigint generated by default as identity not null,
+    "created_at" timestamp with time zone not null default now(),
+    "name" text not null,
+    "sector" text,
+    "size" smallint,
+    "linkedin_url" text,
+    "website" text,
+    "phone_number" text,
+    "address" text,
+    "zipcode" text,
+    "city" text,
+    "stateAbbr" text,
+    "sales_id" bigint,
+    "context_links" json,
+    "country" text,
+    "description" text,
+    "revenue" text,
+    "tax_identifier" text,
+    "logo" jsonb
+);
+
+
+alter table "public"."companies" enable row level security;
+
+create table "public"."contactNotes" (
+    "id" bigint generated by default as identity not null,
+    "contact_id" bigint not null,
+    "text" text,
+    "date" timestamp with time zone default now(),
+    "sales_id" bigint,
+    "status" text,
+    "attachments" jsonb[]
+);
+
+
+alter table "public"."contactNotes" enable row level security;
+
+create table "public"."contacts" (
+    "id" bigint generated by default as identity not null,
+    "first_name" text,
+    "last_name" text,
+    "gender" text,
+    "title" text,
+    "email" text,
+    "phone_1_number" text,
+    "phone_1_type" text,
+    "phone_2_number" text,
+    "phone_2_type" text,
+    "background" text,
+    "acquisition" text,
+    "avatar" jsonb,
+    "first_seen" timestamp with time zone,
+    "last_seen" timestamp with time zone,
+    "has_newsletter" boolean,
+    "status" text,
+    "tags" bigint[],
+    "company_id" bigint,
+    "sales_id" bigint,
+    "linkedin_url" text
+);
+
+
+alter table "public"."contacts" enable row level security;
+
+create table "public"."dealNotes" (
+    "id" bigint generated by default as identity not null,
+    "deal_id" bigint not null,
+    "type" text,
+    "text" text,
+    "date" timestamp with time zone default now(),
+    "sales_id" bigint,
+    "attachments" jsonb[]
+);
+
+
+alter table "public"."dealNotes" enable row level security;
+
+create table "public"."deals" (
+    "id" bigint generated by default as identity not null,
+    "name" text not null,
+    "company_id" bigint,
+    "contact_ids" bigint[],
+    "category" text,
+    "stage" text not null,
+    "description" text,
+    "amount" bigint,
+    "created_at" timestamp with time zone not null default now(),
+    "updated_at" timestamp with time zone not null default now(),
+    "archived_at" timestamp with time zone default null,
+    "expected_closing_date" timestamp with time zone default null,
+    "sales_id" bigint,
+    "index" smallint
+);
+
+
+alter table "public"."deals" enable row level security;
+
+create table "public"."sales" (
+    "id" bigint generated by default as identity not null,
+    "first_name" text not null,
+    "last_name" text not null,
+    "email" text not null,
+    "administrator" boolean not null,
+    "user_id" uuid not null,
+    "avatar" jsonb,
+    "disabled" boolean not null default FALSE
+);
+
+
+alter table "public"."sales" enable row level security;
+
+create table "public"."tags" (
+    "id" bigint generated by default as identity not null,
+    "name" text not null,
+    "color" text not null
+);
+
+
+alter table "public"."tags" enable row level security;
+
+create table "public"."tasks" (
+    "id" bigint generated by default as identity not null,
+    "contact_id" bigint not null,
+    "type" text,
+    "text" text,
+    "due_date" timestamp with time zone not null,
+    "done_date" timestamp with time zone
+);
+
+
+alter table "public"."tasks" enable row level security;
+
+CREATE UNIQUE INDEX companies_pkey ON public.companies USING btree (id);
+
+CREATE UNIQUE INDEX "contactNotes_pkey" ON public."contactNotes" USING btree (id);
+
+CREATE UNIQUE INDEX contacts_pkey ON public.contacts USING btree (id);
+
+CREATE UNIQUE INDEX "dealNotes_pkey" ON public."dealNotes" USING btree (id);
+
+CREATE UNIQUE INDEX deals_pkey ON public.deals USING btree (id);
+
+CREATE UNIQUE INDEX sales_pkey ON public.sales USING btree (id);
+
+CREATE UNIQUE INDEX tags_pkey ON public.tags USING btree (id);
+
+CREATE UNIQUE INDEX tasks_pkey ON public.tasks USING btree (id);
+
+alter table "public"."companies" add constraint "companies_pkey" PRIMARY KEY using index "companies_pkey";
+
+alter table "public"."contactNotes" add constraint "contactNotes_pkey" PRIMARY KEY using index "contactNotes_pkey";
+
+alter table "public"."contacts" add constraint "contacts_pkey" PRIMARY KEY using index "contacts_pkey";
+
+alter table "public"."dealNotes" add constraint "dealNotes_pkey" PRIMARY KEY using index "dealNotes_pkey";
+
+alter table "public"."deals" add constraint "deals_pkey" PRIMARY KEY using index "deals_pkey";
+
+alter table "public"."sales" add constraint "sales_pkey" PRIMARY KEY using index "sales_pkey";
+
+alter table "public"."tags" add constraint "tags_pkey" PRIMARY KEY using index "tags_pkey";
+
+alter table "public"."tasks" add constraint "tasks_pkey" PRIMARY KEY using index "tasks_pkey";
+
+alter table "public"."companies" add constraint "companies_sales_id_fkey" FOREIGN KEY (sales_id) REFERENCES sales(id) not valid;
+
+alter table "public"."companies" validate constraint "companies_sales_id_fkey";
+
+alter table "public"."contactNotes" add constraint "contactNotes_contact_id_fkey" FOREIGN KEY (contact_id) REFERENCES contacts(id) ON UPDATE CASCADE ON DELETE CASCADE not valid;
+
+alter table "public"."contactNotes" validate constraint "contactNotes_contact_id_fkey";
+
+alter table "public"."contactNotes" add constraint "contactNotes_sales_id_fkey" FOREIGN KEY (sales_id) REFERENCES sales(id) ON UPDATE CASCADE ON DELETE CASCADE not valid;
+
+alter table "public"."contactNotes" validate constraint "contactNotes_sales_id_fkey";
+
+alter table "public"."contacts" add constraint "contacts_company_id_fkey" FOREIGN KEY (company_id) REFERENCES companies(id) ON UPDATE CASCADE ON DELETE CASCADE not valid;
+
+alter table "public"."contacts" validate constraint "contacts_company_id_fkey";
+
+alter table "public"."contacts" add constraint "contacts_sales_id_fkey" FOREIGN KEY (sales_id) REFERENCES sales(id) not valid;
+
+alter table "public"."contacts" validate constraint "contacts_sales_id_fkey";
+
+alter table "public"."dealNotes" add constraint "dealNotes_deal_id_fkey" FOREIGN KEY (deal_id) REFERENCES deals(id) ON UPDATE CASCADE ON DELETE CASCADE not valid;
+
+alter table "public"."dealNotes" validate constraint "dealNotes_deal_id_fkey";
+
+alter table "public"."dealNotes" add constraint "dealNotes_sales_id_fkey" FOREIGN KEY (sales_id) REFERENCES sales(id) not valid;
+
+alter table "public"."dealNotes" validate constraint "dealNotes_sales_id_fkey";
+
+alter table "public"."deals" add constraint "deals_company_id_fkey" FOREIGN KEY (company_id) REFERENCES companies(id) ON UPDATE CASCADE ON DELETE CASCADE not valid;
+
+alter table "public"."deals" validate constraint "deals_company_id_fkey";
+
+alter table "public"."deals" add constraint "deals_sales_id_fkey" FOREIGN KEY (sales_id) REFERENCES sales(id) not valid;
+
+alter table "public"."deals" validate constraint "deals_sales_id_fkey";
+
+alter table "public"."sales" add constraint "sales_user_id_fkey" FOREIGN KEY (user_id) REFERENCES auth.users(id) not valid;
+
+alter table "public"."sales" validate constraint "sales_user_id_fkey";
+
+alter table "public"."tasks" add constraint "tasks_contact_id_fkey" FOREIGN KEY (contact_id) REFERENCES contacts(id) ON UPDATE CASCADE ON DELETE CASCADE not valid;
+
+alter table "public"."tasks" validate constraint "tasks_contact_id_fkey";
+
+set check_function_bodies = off;
+
+grant delete on table "public"."companies" to "authenticated";
+grant insert on table "public"."companies" to "authenticated";
+grant select on table "public"."companies" to "authenticated";
+grant update on table "public"."companies" to "authenticated";
+
+grant delete on table "public"."companies" to "service_role";
+grant insert on table "public"."companies" to "service_role";
+grant references on table "public"."companies" to "service_role";
+grant select on table "public"."companies" to "service_role";
+grant trigger on table "public"."companies" to "service_role";
+grant truncate on table "public"."companies" to "service_role";
+grant update on table "public"."companies" to "service_role";
+
+grant delete on table "public"."contactNotes" to "authenticated";
+grant insert on table "public"."contactNotes" to "authenticated";
+grant select on table "public"."contactNotes" to "authenticated";
+grant update on table "public"."contactNotes" to "authenticated";
+
+grant delete on table "public"."contactNotes" to "service_role";
+grant insert on table "public"."contactNotes" to "service_role";
+grant references on table "public"."contactNotes" to "service_role";
+grant select on table "public"."contactNotes" to "service_role";
+grant trigger on table "public"."contactNotes" to "service_role";
+grant truncate on table "public"."contactNotes" to "service_role";
+grant update on table "public"."contactNotes" to "service_role";
+
+grant delete on table "public"."contacts" to "authenticated";
+grant insert on table "public"."contacts" to "authenticated";
+grant select on table "public"."contacts" to "authenticated";
+grant update on table "public"."contacts" to "authenticated";
+
+grant delete on table "public"."contacts" to "service_role";
+grant insert on table "public"."contacts" to "service_role";
+grant references on table "public"."contacts" to "service_role";
+grant select on table "public"."contacts" to "service_role";
+grant trigger on table "public"."contacts" to "service_role";
+grant truncate on table "public"."contacts" to "service_role";
+grant update on table "public"."contacts" to "service_role";
+
+grant delete on table "public"."dealNotes" to "authenticated";
+grant insert on table "public"."dealNotes" to "authenticated";
+grant select on table "public"."dealNotes" to "authenticated";
+grant update on table "public"."dealNotes" to "authenticated";
+
+grant delete on table "public"."dealNotes" to "service_role";
+grant insert on table "public"."dealNotes" to "service_role";
+grant references on table "public"."dealNotes" to "service_role";
+grant select on table "public"."dealNotes" to "service_role";
+grant trigger on table "public"."dealNotes" to "service_role";
+grant truncate on table "public"."dealNotes" to "service_role";
+grant update on table "public"."dealNotes" to "service_role";
+
+
+grant delete on table "public"."deals" to "authenticated";
+grant insert on table "public"."deals" to "authenticated";
+grant select on table "public"."deals" to "authenticated";
+grant update on table "public"."deals" to "authenticated";
+
+grant delete on table "public"."deals" to "service_role";
+grant insert on table "public"."deals" to "service_role";
+grant references on table "public"."deals" to "service_role";
+grant select on table "public"."deals" to "service_role";
+grant trigger on table "public"."deals" to "service_role";
+grant truncate on table "public"."deals" to "service_role";
+grant update on table "public"."deals" to "service_role";
+
+grant delete on table "public"."sales" to "authenticated";
+grant insert on table "public"."sales" to "authenticated";
+grant select on table "public"."sales" to "authenticated";
+grant update on table "public"."sales" to "authenticated";
+
+grant delete on table "public"."sales" to "service_role";
+grant insert on table "public"."sales" to "service_role";
+grant references on table "public"."sales" to "service_role";
+grant select on table "public"."sales" to "service_role";
+grant trigger on table "public"."sales" to "service_role";
+grant truncate on table "public"."sales" to "service_role";
+grant update on table "public"."sales" to "service_role";
+
+grant delete on table "public"."tags" to "authenticated";
+grant insert on table "public"."tags" to "authenticated";
+grant select on table "public"."tags" to "authenticated";
+grant update on table "public"."tags" to "authenticated";
+
+grant delete on table "public"."tags" to "service_role";
+grant insert on table "public"."tags" to "service_role";
+grant references on table "public"."tags" to "service_role";
+grant select on table "public"."tags" to "service_role";
+grant trigger on table "public"."tags" to "service_role";
+grant truncate on table "public"."tags" to "service_role";
+grant update on table "public"."tags" to "service_role";
+
+grant delete on table "public"."tasks" to "authenticated";
+grant insert on table "public"."tasks" to "authenticated";
+grant select on table "public"."tasks" to "authenticated";
+grant update on table "public"."tasks" to "authenticated";
+
+grant delete on table "public"."tasks" to "service_role";
+grant insert on table "public"."tasks" to "service_role";
+grant references on table "public"."tasks" to "service_role";
+grant select on table "public"."tasks" to "service_role";
+grant trigger on table "public"."tasks" to "service_role";
+grant truncate on table "public"."tasks" to "service_role";
+grant update on table "public"."tasks" to "service_role";
+
+create policy "Enable insert for authenticated users only"
+on "public"."companies"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."companies"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable update for authenticated users only"
+on "public"."companies"
+as permissive
+for update
+to authenticated
+using (true)
+with check (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."contactNotes"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."contactNotes"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."contacts"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."contacts"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable update for authenticated users only"
+on "public"."contacts"
+as permissive
+for update
+to authenticated
+using (true)
+with check (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."dealNotes"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."dealNotes"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."deals"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."deals"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable update for authenticated users only"
+on "public"."deals"
+as permissive
+for update
+to authenticated
+using (true)
+with check (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."sales"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable update for authenticated users only"
+on "public"."sales"
+as permissive
+for update
+to authenticated
+using (true)
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."sales"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."tags"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."tags"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Enable insert for authenticated users only"
+on "public"."tasks"
+as permissive
+for insert
+to authenticated
+with check (true);
+
+
+create policy "Enable read access for authenticated users"
+on "public"."tasks"
+as permissive
+for select
+to authenticated
+using (true);
+
+
+create policy "Company Delete Policy"
+on "public"."companies"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Contact Notes Delete Policy"
+on "public"."contactNotes"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Contact Notes Update policy"
+on "public"."contactNotes"
+as permissive
+for update
+to authenticated
+using (true);
+
+
+create policy "Contact Delete Policy"
+on "public"."contacts"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Deal Notes Delete Policy"
+on "public"."dealNotes"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Deal Notes Update Policy"
+on "public"."dealNotes"
+as permissive
+for update
+to authenticated
+using (true);
+
+
+create policy "Deals Delete Policy"
+on "public"."deals"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Task Delete Policy"
+on "public"."tasks"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Task Update Policy"
+on "public"."tasks"
+as permissive
+for update
+to authenticated
+using (true);
+
+
+-- Use Postgres to create a bucket.
+
+insert into storage.buckets
+  (id, name, public)
+values
+  ('attachments', 'attachments', true);
+
+CREATE POLICY "Attachments 1mt4rzk_0" ON storage.objects FOR SELECT TO authenticated USING (bucket_id = 'attachments');
+CREATE POLICY "Attachments 1mt4rzk_1" ON storage.objects FOR INSERT TO authenticated WITH CHECK (bucket_id = 'attachments');
+CREATE POLICY "Attachments 1mt4rzk_3" ON storage.objects FOR DELETE TO authenticated USING (bucket_id = 'attachments');
+
+-- Use Postgres to create views for companies.
+
+create view "public"."companies_summary"
+    with (security_invoker=on)
+    as
+select 
+    c.*,
+    count(distinct d.id) as nb_deals,
+    count(distinct co.id) as nb_contacts
+from 
+    "public"."companies" c
+left join 
+    "public"."deals" d on c.id = d.company_id
+left join 
+    "public"."contacts" co on c.id = co.company_id
+group by 
+    c.id;
+    
+-- Use Postgres to create views for contacts.
+
+create view "public"."contacts_summary"
+    with (security_invoker=on)
+    as
+select 
+    co.*,
+    c.name as company_name,
+    count(distinct t.id) as nb_tasks
+from
+    "public"."contacts" co
+left join
+    "public"."tasks" t on co.id = t.contact_id
+left join
+    "public"."companies" c on co.company_id = c.id
+group by
+    co.id, c.name;
+
+

package/supabase/migrations/20240730075425_init_triggers.sql

@@ -0,0 +1,57 @@
+create function public.handle_new_user()
+returns trigger
+language plpgsql
+security definer set search_path = ''
+as $$
+declare
+  sales_count int;
+begin
+  select count(id) into sales_count
+  from public.sales;
+
+  insert into public.sales (first_name, last_name, email, user_id, administrator)
+  values (
+    new.raw_user_meta_data ->> 'first_name', 
+    new.raw_user_meta_data ->> 'last_name', 
+    new.email, 
+    new.id, 
+    case when sales_count > 0 then FALSE else TRUE end
+  );
+  return new;
+end;
+$$;
+
+create function public.handle_update_user()
+returns trigger
+language plpgsql
+security definer set search_path = ''
+as $$
+begin
+  update public.sales
+  set 
+    first_name = new.raw_user_meta_data ->> 'first_name', 
+    last_name = new.raw_user_meta_data ->> 'last_name', 
+    email = new.email
+  where user_id = new.id;
+
+  return new;
+end;
+$$;
+
+
+create unique index "uq__sales__user_id" on public.sales (user_id);
+
+create trigger on_auth_user_created
+  after insert on auth.users
+  for each row execute procedure public.handle_new_user();
+
+create trigger on_auth_user_updated
+  after update on auth.users
+  for each row execute procedure public.handle_update_user();
+
+create view init_state
+  with (security_invoker=off)
+  as
+select count(id) as is_initialized
+from public.sales
+limit 1;

package/supabase/migrations/20240806124555_task_sales_id.sql

@@ -0,0 +1 @@
+alter table "public"."tasks" add column "sales_id" bigint;

package/supabase/migrations/20240807082449_remove-aquisition.sql

@@ -0,0 +1,20 @@
+-- this will drop the `contacts_summary` view as well
+ALTER TABLE  "public"."contacts"
+DROP COLUMN acquisition CASCADE;
+
+ -- We need to recreate the view with the new schema
+
+create view "public"."contacts_summary"
+as
+select 
+    co.*,
+    c.name as company_name,
+    count(distinct t.id) as nb_tasks
+from
+    "public"."contacts" co
+left join
+    "public"."tasks" t on co.id = t.contact_id
+left join
+    "public"."companies" c on co.company_id = c.id
+group by
+    co.id, c.name;

package/supabase/migrations/20240808141826_init_state_configure.sql

@@ -0,0 +1,9 @@
+create or replace view init_state
+  with (security_invoker=off)
+  as
+select count(id) as is_initialized
+from (
+  select id 
+  from public.sales
+  limit 1
+) as sub;