realtimex-crm 0.13.8 → 0.14.0

package/supabase/migrations/20251225120000_enhance_tasks_schema.sql

@@ -0,0 +1,111 @@
+-- 1.1 Task Notes Table
+CREATE TABLE IF NOT EXISTS public."taskNotes" (
+    id bigint GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
+    task_id bigint NOT NULL REFERENCES public.tasks(id) ON DELETE CASCADE,
+    text text NOT NULL,
+    date timestamp with time zone DEFAULT timezone('utc'::text, now()) NOT NULL,
+    sales_id bigint NOT NULL REFERENCES public.sales(id),
+    status text DEFAULT 'cold'::text,
+    created_at timestamp with time zone DEFAULT timezone('utc'::text, now()) NOT NULL,
+    updated_at timestamp with time zone DEFAULT timezone('utc'::text, now()) NOT NULL
+);
+
+CREATE INDEX IF NOT EXISTS idx_taskNotes_task_id ON public."taskNotes"(task_id);
+CREATE INDEX IF NOT EXISTS idx_taskNotes_sales_id ON public."taskNotes"(sales_id);
+CREATE INDEX IF NOT EXISTS idx_taskNotes_date ON public."taskNotes"(date DESC);
+CREATE INDEX IF NOT EXISTS idx_taskNotes_task_id_date ON public."taskNotes"(task_id, date DESC);
+
+ALTER TABLE public."taskNotes" ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "Enable read access for all authenticated users" ON public."taskNotes"
+    FOR SELECT USING (auth.role() = 'authenticated');
+
+CREATE POLICY "Enable insert for authenticated users" ON public."taskNotes"
+    FOR INSERT WITH CHECK (auth.role() = 'authenticated');
+
+CREATE POLICY "Enable update for authenticated users" ON public."taskNotes"
+    FOR UPDATE USING (auth.role() = 'authenticated');
+
+CREATE POLICY "Enable delete for authenticated users" ON public."taskNotes"
+    FOR DELETE USING (auth.role() = 'authenticated');
+
+-- Ensure update_updated_at_column function exists
+CREATE OR REPLACE FUNCTION update_updated_at_column()
+RETURNS TRIGGER AS $$
+BEGIN
+    NEW.updated_at = timezone('utc'::text, now());
+    RETURN NEW;
+END;
+$$ language 'plpgsql';
+
+CREATE TRIGGER update_taskNotes_updated_at
+    BEFORE UPDATE ON public."taskNotes"
+    FOR EACH ROW
+    EXECUTE FUNCTION update_updated_at_column();
+
+-- 1.2 Enhanced Tasks Table
+ALTER TABLE public.tasks
+    ADD COLUMN IF NOT EXISTS priority text DEFAULT 'medium',
+    ADD COLUMN IF NOT EXISTS assigned_to bigint REFERENCES public.sales(id),
+    ADD COLUMN IF NOT EXISTS status text DEFAULT 'todo',
+    ADD COLUMN IF NOT EXISTS created_at timestamp with time zone DEFAULT timezone('utc'::text, now()),
+    ADD COLUMN IF NOT EXISTS updated_at timestamp with time zone DEFAULT timezone('utc'::text, now());
+
+COMMENT ON COLUMN public.tasks.priority IS 'Task priority: low, medium, high, urgent';
+COMMENT ON COLUMN public.tasks.assigned_to IS 'Sales person assigned to task (nullable for unassigned tasks)';
+COMMENT ON COLUMN public.tasks.status IS 'Task status: todo, in_progress, blocked, done, cancelled';
+
+CREATE INDEX IF NOT EXISTS idx_tasks_assigned_to ON public.tasks(assigned_to);
+CREATE INDEX IF NOT EXISTS idx_tasks_status ON public.tasks(status);
+CREATE INDEX IF NOT EXISTS idx_tasks_priority ON public.tasks(priority);
+
+CREATE TRIGGER update_tasks_updated_at
+    BEFORE UPDATE ON public.tasks
+    FOR EACH ROW
+    EXECUTE FUNCTION update_updated_at_column();
+
+-- Update existing tasks
+UPDATE public.tasks
+SET status = CASE
+    WHEN done_date IS NOT NULL THEN 'done'
+    ELSE 'todo'
+END
+WHERE status IS NULL OR status = 'todo';
+
+UPDATE public.tasks
+SET assigned_to = sales_id
+WHERE assigned_to IS NULL AND sales_id IS NOT NULL;
+
+-- 1.4 Task Activity Log
+CREATE TABLE IF NOT EXISTS public.task_activity (
+    id bigint GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
+    task_id bigint NOT NULL REFERENCES public.tasks(id) ON DELETE CASCADE,
+    sales_id bigint NOT NULL REFERENCES public.sales(id),
+    action text NOT NULL,
+    field_name text,
+    old_value text,
+    new_value text,
+    created_at timestamp with time zone DEFAULT timezone('utc'::text, now()) NOT NULL
+);
+
+CREATE INDEX IF NOT EXISTS idx_task_activity_task_id ON public.task_activity(task_id);
+CREATE INDEX IF NOT EXISTS idx_task_activity_sales_id ON public.task_activity(sales_id);
+CREATE INDEX IF NOT EXISTS idx_task_activity_created_at ON public.task_activity(created_at DESC);
+CREATE INDEX IF NOT EXISTS idx_task_activity_task_created ON public.task_activity(task_id, created_at DESC);
+
+COMMENT ON COLUMN public.task_activity.action IS 'Action performed: created, updated, assigned, completed, deleted, duplicated, archived';
+
+ALTER TABLE public.task_activity ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "Enable read access for all authenticated users" ON public.task_activity
+    FOR SELECT USING (auth.role() = 'authenticated');
+
+CREATE POLICY "Enable insert for authenticated users" ON public.task_activity
+    FOR INSERT WITH CHECK (auth.role() = 'authenticated');
+
+-- 1.5 Task Archiving Columns
+ALTER TABLE public.tasks
+    ADD COLUMN IF NOT EXISTS archived boolean DEFAULT false,
+    ADD COLUMN IF NOT EXISTS archived_at timestamp with time zone;
+
+CREATE INDEX IF NOT EXISTS idx_tasks_archived ON public.tasks(archived, archived_at);

package/supabase/migrations/20251225120001_enhance_tasks_logic.sql

@@ -0,0 +1,109 @@
+-- 1.3 Tasks Summary View
+CREATE OR REPLACE VIEW public.tasks_summary AS
+SELECT
+    t.id,
+    t.contact_id,
+    t.type,
+    t.text,
+    t.due_date,
+    t.done_date,
+    t.sales_id,
+    t.priority,
+    t.assigned_to,
+    t.status,
+    t.created_at,
+    t.updated_at,
+    t.archived,
+    t.archived_at,
+    -- Contact information
+    c.first_name as contact_first_name,
+    c.last_name as contact_last_name,
+    c.email_jsonb->0->>'email' as contact_email,
+    c.company_id,
+    comp.name as company_name,
+    -- Assigned sales person
+    s_assigned.first_name as assigned_first_name,
+    s_assigned.last_name as assigned_last_name,
+    -- Creator sales person
+    s_creator.first_name as creator_first_name,
+    s_creator.last_name as creator_last_name,
+    -- Task note count
+    count(DISTINCT tn.id) as nb_notes,
+    -- Most recent note
+    max(tn.date) as last_note_date
+FROM public.tasks t
+LEFT JOIN public.contacts c ON t.contact_id = c.id
+LEFT JOIN public.companies comp ON c.company_id = comp.id
+LEFT JOIN public.sales s_assigned ON t.assigned_to = s_assigned.id
+LEFT JOIN public.sales s_creator ON t.sales_id = s_creator.id
+LEFT JOIN public."taskNotes" tn ON t.id = tn.task_id
+GROUP BY
+    t.id,
+    c.first_name, c.last_name, c.email_jsonb, c.company_id,
+    comp.name,
+    s_assigned.first_name, s_assigned.last_name,
+    s_creator.first_name, s_creator.last_name;
+
+GRANT SELECT ON public.tasks_summary TO authenticated;
+
+-- 1.5 Archiving Function
+CREATE OR REPLACE FUNCTION archive_completed_tasks(days_threshold integer DEFAULT 30)
+RETURNS integer AS $$
+DECLARE
+    archived_count integer;
+BEGIN
+    WITH archived AS (
+        UPDATE public.tasks
+        SET archived = true,
+            archived_at = NOW()
+        WHERE status = 'done'
+          AND done_date IS NOT NULL
+          AND done_date < NOW() - (days_threshold || ' days')::interval
+          AND archived = false
+        RETURNING id
+    )
+    SELECT COUNT(*) INTO archived_count FROM archived;
+
+    RETURN archived_count;
+END;
+$$ LANGUAGE plpgsql SECURITY DEFINER;
+
+GRANT EXECUTE ON FUNCTION archive_completed_tasks TO authenticated;
+
+-- 1.6 Real-Time
+-- tasks table is already enabled for realtime
+ALTER PUBLICATION supabase_realtime ADD TABLE public."taskNotes";
+ALTER PUBLICATION supabase_realtime ADD TABLE public.task_activity;
+
+-- Sync Logic for Status and Done Date (Section 7)
+CREATE OR REPLACE FUNCTION sync_task_status_and_done_date()
+RETURNS TRIGGER AS $$
+BEGIN
+    -- If status changed to 'done', set done_date
+    IF NEW.status = 'done' AND (OLD.status IS DISTINCT FROM 'done') THEN
+        NEW.done_date = NOW();
+    END IF;
+
+    -- If status changed from 'done', clear done_date
+    IF NEW.status != 'done' AND OLD.status = 'done' THEN
+        NEW.done_date = NULL;
+    END IF;
+
+    -- If done_date set, update status to 'done'
+    IF NEW.done_date IS NOT NULL AND OLD.done_date IS NULL THEN
+        NEW.status = 'done';
+    END IF;
+
+    -- If done_date cleared, update status away from 'done'
+    IF NEW.done_date IS NULL AND OLD.done_date IS NOT NULL THEN
+        NEW.status = 'todo';
+    END IF;
+
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE TRIGGER sync_task_status_trigger
+    BEFORE UPDATE ON public.tasks
+    FOR EACH ROW
+    EXECUTE FUNCTION sync_task_status_and_done_date();

package/supabase/migrations/20251225120002_enhance_tasks_webhooks.sql

@@ -0,0 +1,72 @@
+-- 1.7 Extend Task Webhooks
+
+CREATE OR REPLACE FUNCTION trigger_task_webhooks()
+RETURNS TRIGGER AS $$
+DECLARE
+  specific_event_fired boolean := false;
+BEGIN
+  -- Task created
+  IF TG_OP = 'INSERT' THEN
+    PERFORM enqueue_webhook_event('task.created', to_jsonb(NEW));
+    RETURN NEW;
+  END IF;
+
+  -- Task updated
+  IF TG_OP = 'UPDATE' THEN
+    -- Task completed (existing logic - keep for backward compatibility)
+    IF OLD.done_date IS NULL AND NEW.done_date IS NOT NULL THEN
+      PERFORM enqueue_webhook_event('task.completed', to_jsonb(NEW));
+      specific_event_fired := true;
+    END IF;
+
+    -- Task assigned/reassigned
+    IF OLD.assigned_to IS DISTINCT FROM NEW.assigned_to THEN
+      PERFORM enqueue_webhook_event('task.assigned', jsonb_build_object(
+        'task', to_jsonb(NEW),
+        'old_assignee', OLD.assigned_to,
+        'new_assignee', NEW.assigned_to
+      ));
+      specific_event_fired := true;
+    END IF;
+
+    -- Task archived
+    IF OLD.archived IS DISTINCT FROM NEW.archived AND NEW.archived = true THEN
+      PERFORM enqueue_webhook_event('task.archived', to_jsonb(NEW));
+      specific_event_fired := true;
+    END IF;
+
+    -- Task priority changed
+    IF OLD.priority IS DISTINCT FROM NEW.priority THEN
+      PERFORM enqueue_webhook_event('task.priority_changed', jsonb_build_object(
+        'task', to_jsonb(NEW),
+        'old_priority', OLD.priority,
+        'new_priority', NEW.priority
+      ));
+      specific_event_fired := true;
+    END IF;
+
+    -- Generic task.updated (only fires if no specific event matched)
+    -- This reduces webhook noise while still catching other field changes
+    IF NOT specific_event_fired THEN
+      PERFORM enqueue_webhook_event('task.updated', jsonb_build_object(
+        'old', to_jsonb(OLD),
+        'new', to_jsonb(NEW)
+      ));
+    END IF;
+  END IF;
+
+  -- Task deleted
+  IF TG_OP = 'DELETE' THEN
+    PERFORM enqueue_webhook_event('task.deleted', to_jsonb(OLD));
+    RETURN OLD;
+  END IF;
+
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Trigger already exists in previous migrations, but we can recreate it to be safe or ensure it covers INSERT/DELETE
+DROP TRIGGER IF EXISTS tasks_webhook_trigger ON public.tasks;
+CREATE TRIGGER tasks_webhook_trigger
+  AFTER INSERT OR UPDATE OR DELETE ON public.tasks
+  FOR EACH ROW EXECUTE FUNCTION trigger_task_webhooks();

package/supabase/migrations/20251225150000_add_taskNotes_attachments.sql

@@ -0,0 +1,6 @@
+-- Add attachments column to taskNotes table to match contactNotes and dealNotes
+
+ALTER TABLE public."taskNotes"
+  ADD COLUMN IF NOT EXISTS attachments jsonb[];
+
+COMMENT ON COLUMN public."taskNotes".attachments IS 'Array of attachment metadata (file URLs, names, types)';