realtimex-crm 0.1.2

package/supabase/migrations/20240813084010_tags_policy.sql

@@ -0,0 +1,18 @@
+create policy "Enable delete for authenticated users only"
+on "public"."tags"
+as permissive
+for delete
+to authenticated
+using (true);
+
+
+create policy "Enable update for authenticated users only"
+on "public"."tags"
+as permissive
+for update
+to authenticated
+using (true);
+
+
+
+

package/supabase/migrations/20241104153231_sales_policies.sql

@@ -0,0 +1,7 @@
+create schema if not exists "private";
+
+set check_function_bodies = off;
+
+drop policy "Enable insert for authenticated users only" on "public"."sales";
+
+drop policy "Enable update for authenticated users only" on "public"."sales";

package/supabase/migrations/20250109152531_email_jsonb.sql

@@ -0,0 +1,43 @@
+alter table contacts add column email_jsonb jsonb;
+
+update contacts set email_jsonb = ('[{"email": "' || email || '", "type": "Other"}]')::jsonb;
+
+drop view contacts_summary;
+
+alter table contacts drop column email;
+
+create view contacts_summary
+as
+select 
+    co.id,
+    co.first_name,
+    co.last_name,
+    co.gender,
+    co.title,
+    co.email_jsonb,
+    jsonb_path_query_array(co.email_jsonb, '$[*].email')::text as email_fts,
+    co.phone_1_number,
+    co.phone_1_type,
+    co.phone_2_number,
+    co.phone_2_type,
+    co.background,
+    co.avatar,
+    co.first_seen,
+    co.last_seen,
+    co.has_newsletter,
+    co.status,
+    co.tags,
+    co.company_id,
+    co.sales_id,
+    co.linkedin_url,
+    c.name as company_name,
+    count(distinct t.id) as nb_tasks
+from
+    contacts co
+left join
+    tasks t on co.id = t.contact_id
+left join
+    companies c on co.company_id = c.id
+group by
+    co.id, c.name;
+

package/supabase/migrations/20250113132531_phone_jsonb.sql

@@ -0,0 +1,67 @@
+alter table contacts add column phone_jsonb jsonb;
+
+update contacts set phone_jsonb = 
+    concat(
+        '[',
+        case when phone_1_number is not null then 
+            concat(
+                '{"number":"', 
+                phone_1_number, 
+                '","type":"',
+                phone_1_type,
+                '"}'
+            )
+        else null end,
+        case when phone_2_number is not null then 
+            concat(
+                ',',
+                '{"number":"', 
+                phone_2_number, 
+                '","type":"',
+                phone_2_type,
+                '"}'
+            )
+        else null end,
+        ']'
+    )::jsonb;
+
+drop view contacts_summary;
+
+alter table contacts drop column phone_1_number;
+alter table contacts drop column phone_1_type;
+alter table contacts drop column phone_2_number;
+alter table contacts drop column phone_2_type;
+
+create view contacts_summary
+as
+select 
+    co.id,
+    co.first_name,
+    co.last_name,
+    co.gender,
+    co.title,
+    co.email_jsonb,
+    jsonb_path_query_array(co.email_jsonb, '$[*].email')::text as email_fts,
+    co.phone_jsonb,
+    jsonb_path_query_array(co.phone_jsonb, '$[*].number')::text as phone_fts,
+    co.background,
+    co.avatar,
+    co.first_seen,
+    co.last_seen,
+    co.has_newsletter,
+    co.status,
+    co.tags,
+    co.company_id,
+    co.sales_id,
+    co.linkedin_url,
+    c.name as company_name,
+    count(distinct t.id) as nb_tasks
+from
+    contacts co
+left join
+    tasks t on co.id = t.contact_id
+left join
+    companies c on co.company_id = c.id
+group by
+    co.id, c.name;
+

package/supabase/migrations/20251204172855_merge_contacts_function.sql

@@ -0,0 +1,153 @@
+-- Create function to merge contacts server-side with transaction support
+CREATE OR REPLACE FUNCTION merge_contacts(loser_id bigint, winner_id bigint)
+RETURNS bigint
+LANGUAGE plpgsql
+SECURITY INVOKER
+AS $$
+DECLARE
+  winner_contact contacts%ROWTYPE;
+  loser_contact contacts%ROWTYPE;
+  deal_record RECORD;
+  merged_emails jsonb;
+  merged_phones jsonb;
+  merged_tags bigint[];
+  winner_emails jsonb;
+  loser_emails jsonb;
+  winner_phones jsonb;
+  loser_phones jsonb;
+  email_map jsonb;
+  phone_map jsonb;
+BEGIN
+  -- Fetch both contacts
+  SELECT * INTO winner_contact FROM contacts WHERE id = winner_id;
+  SELECT * INTO loser_contact FROM contacts WHERE id = loser_id;
+
+  IF winner_contact IS NULL OR loser_contact IS NULL THEN
+    RAISE EXCEPTION 'Contact not found';
+  END IF;
+
+  -- 1. Reassign tasks from loser to winner
+  UPDATE tasks SET contact_id = winner_id WHERE contact_id = loser_id;
+
+  -- 2. Reassign contact notes from loser to winner
+  UPDATE "contactNotes" SET contact_id = winner_id WHERE contact_id = loser_id;
+
+  -- 3. Update deals - replace loser with winner in contact_ids array
+  FOR deal_record IN
+    SELECT id, contact_ids
+    FROM deals
+    WHERE contact_ids @> ARRAY[loser_id]
+  LOOP
+    UPDATE deals
+    SET contact_ids = (
+      SELECT ARRAY(
+        SELECT DISTINCT unnest(
+          array_remove(deal_record.contact_ids, loser_id) || ARRAY[winner_id]
+        )
+      )
+    )
+    WHERE id = deal_record.id;
+  END LOOP;
+
+  -- 4. Merge contact data
+
+  -- Get email arrays
+  winner_emails := COALESCE(winner_contact.email_jsonb, '[]'::jsonb);
+  loser_emails := COALESCE(loser_contact.email_jsonb, '[]'::jsonb);
+
+  -- Merge emails with deduplication by email address
+  -- Build a map of email -> email object, then convert back to array
+  email_map := '{}'::jsonb;
+
+  -- Add winner emails to map
+  IF jsonb_array_length(winner_emails) > 0 THEN
+    FOR i IN 0..jsonb_array_length(winner_emails)-1 LOOP
+      email_map := email_map || jsonb_build_object(
+        winner_emails->i->>'email',
+        winner_emails->i
+      );
+    END LOOP;
+  END IF;
+
+  -- Add loser emails to map (won't overwrite existing keys)
+  IF jsonb_array_length(loser_emails) > 0 THEN
+    FOR i IN 0..jsonb_array_length(loser_emails)-1 LOOP
+      IF NOT email_map ? (loser_emails->i->>'email') THEN
+        email_map := email_map || jsonb_build_object(
+          loser_emails->i->>'email',
+          loser_emails->i
+        );
+      END IF;
+    END LOOP;
+  END IF;
+
+  -- Convert map back to array
+  merged_emails := (SELECT jsonb_agg(value) FROM jsonb_each(email_map));
+  merged_emails := COALESCE(merged_emails, '[]'::jsonb);
+
+  -- Get phone arrays
+  winner_phones := COALESCE(winner_contact.phone_jsonb, '[]'::jsonb);
+  loser_phones := COALESCE(loser_contact.phone_jsonb, '[]'::jsonb);
+
+  -- Merge phones with deduplication by number
+  phone_map := '{}'::jsonb;
+
+  -- Add winner phones to map
+  IF jsonb_array_length(winner_phones) > 0 THEN
+    FOR i IN 0..jsonb_array_length(winner_phones)-1 LOOP
+      phone_map := phone_map || jsonb_build_object(
+        winner_phones->i->>'number',
+        winner_phones->i
+      );
+    END LOOP;
+  END IF;
+
+  -- Add loser phones to map (won't overwrite existing keys)
+  IF jsonb_array_length(loser_phones) > 0 THEN
+    FOR i IN 0..jsonb_array_length(loser_phones)-1 LOOP
+      IF NOT phone_map ? (loser_phones->i->>'number') THEN
+        phone_map := phone_map || jsonb_build_object(
+          loser_phones->i->>'number',
+          loser_phones->i
+        );
+      END IF;
+    END LOOP;
+  END IF;
+
+  -- Convert map back to array
+  merged_phones := (SELECT jsonb_agg(value) FROM jsonb_each(phone_map));
+  merged_phones := COALESCE(merged_phones, '[]'::jsonb);
+
+  -- Merge tags (remove duplicates)
+  merged_tags := ARRAY(
+    SELECT DISTINCT unnest(
+      COALESCE(winner_contact.tags, ARRAY[]::bigint[]) ||
+      COALESCE(loser_contact.tags, ARRAY[]::bigint[])
+    )
+  );
+
+  -- 5. Update winner with merged data
+  UPDATE contacts SET
+    avatar = COALESCE(winner_contact.avatar, loser_contact.avatar),
+    gender = COALESCE(winner_contact.gender, loser_contact.gender),
+    first_name = COALESCE(winner_contact.first_name, loser_contact.first_name),
+    last_name = COALESCE(winner_contact.last_name, loser_contact.last_name),
+    title = COALESCE(winner_contact.title, loser_contact.title),
+    company_id = COALESCE(winner_contact.company_id, loser_contact.company_id),
+    email_jsonb = merged_emails,
+    phone_jsonb = merged_phones,
+    linkedin_url = COALESCE(winner_contact.linkedin_url, loser_contact.linkedin_url),
+    background = COALESCE(winner_contact.background, loser_contact.background),
+    has_newsletter = COALESCE(winner_contact.has_newsletter, loser_contact.has_newsletter),
+    first_seen = LEAST(COALESCE(winner_contact.first_seen, loser_contact.first_seen), COALESCE(loser_contact.first_seen, winner_contact.first_seen)),
+    last_seen = GREATEST(COALESCE(winner_contact.last_seen, loser_contact.last_seen), COALESCE(loser_contact.last_seen, winner_contact.last_seen)),
+    sales_id = COALESCE(winner_contact.sales_id, loser_contact.sales_id),
+    tags = merged_tags
+  WHERE id = winner_id;
+
+  -- 6. Delete loser contact
+  DELETE FROM contacts WHERE id = loser_id;
+
+  RETURN winner_id;
+END;
+$$;

package/supabase/migrations/20251204201317_drop_merge_contacts_function.sql

@@ -0,0 +1,2 @@
+-- Drop the merge_contacts function (reverting to edge function approach)
+DROP FUNCTION IF EXISTS merge_contacts(bigint, bigint);

package/supabase/templates/invite.html

@@ -0,0 +1,70 @@
+<!doctype html>
+<html>
+  <head>
+    <style>
+      body {
+        font-family: Arial, sans-serif;
+        background-color: #f4f4f4;
+        margin: 0;
+        padding: 0;
+      }
+      .container {
+        width: 100%;
+        max-width: 600px;
+        margin: 0 auto;
+        background-color: #ffffff;
+        padding: 20px;
+        border-radius: 8px;
+        box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
+      }
+      .header {
+        text-align: center;
+        padding: 10px 0;
+      }
+      .header h2 {
+        margin: 0;
+        color: #333333;
+      }
+      .content {
+        padding: 20px;
+        line-height: 1.6;
+        color: #555555;
+      }
+      .content p {
+        margin: 0 0 10px;
+      }
+      .button {
+        display: block;
+        width: 200px;
+        margin: 20px auto;
+        padding: 10px;
+        text-align: center;
+        background-color: #007bff;
+        color: #ffffff !important;
+        text-decoration: none;
+        border-radius: 5px;
+      }
+    </style>
+  </head>
+  <body>
+    <div class="container">
+      <div class="header">
+        <h2>Confirm your account</h2>
+      </div>
+      <div class="content">
+        <p>Hello {{ .Data.first_name }},</p>
+        <p>
+          You've been invited to join Atomic CRM. To confirm your account and
+          choose your password, please click the link below.
+        </p>
+        <p>
+          <a href="{{ .ConfirmationURL }}auth-callback.html" class="button"
+            >Create my account</a
+          >
+        </p>
+        <p>See you soon!</p>
+        <p>The Atomic CRM team</p>
+      </div>
+    </div>
+  </body>
+</html>

package/supabase/templates/recovery.html

@@ -0,0 +1,75 @@
+<!doctype html>
+<html>
+  <head>
+    <style>
+      body {
+        font-family: Arial, sans-serif;
+        background-color: #f4f4f4;
+        margin: 0;
+        padding: 0;
+      }
+      .container {
+        width: 100%;
+        max-width: 600px;
+        margin: 0 auto;
+        background-color: #ffffff;
+        padding: 20px;
+        border-radius: 8px;
+        box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
+      }
+      .header {
+        text-align: center;
+        padding: 10px 0;
+      }
+      .header h2 {
+        margin: 0;
+        color: #333333;
+      }
+      .content {
+        padding: 20px;
+        line-height: 1.6;
+        color: #555555;
+      }
+      .content p {
+        margin: 0 0 10px;
+      }
+      .button {
+        display: block;
+        width: 200px;
+        margin: 20px auto;
+        padding: 10px;
+        text-align: center;
+        background-color: #007bff;
+        color: #ffffff !important;
+        text-decoration: none;
+        border-radius: 5px;
+      }
+    </style>
+  </head>
+  <body>
+    <div class="container">
+      <div class="header">
+        <h2>Reset Your Atomic CRM Password</h2>
+      </div>
+      <div class="content">
+        <p>Hello,</p>
+        <p>
+          We've received a request to reset the password for the Atomic CRM
+          account associated with the email {{ .Email }}. No changes have been
+          made to your account yet.
+        </p>
+        <p>You can reset your password by clicking the button below.</p>
+        <p>
+          <a href="{{ .ConfirmationURL }}auth-callback.html" class="button"
+            >Reset your password</a
+          >
+        </p>
+        <p>
+          If you did not request a new password, please contact the Atomic CRM
+          administrator immediately.
+        </p>
+        <p>The Atomic CRM team</p>
+      </div>
+    </div>
+  </body>
+</html>