realtimex-crm 0.17.0 → 0.18.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "realtimex-crm",
-  "version": "0.17.0",
+  "version": "0.18.0",
   "description": "RealTimeX CRM - A full-featured CRM built with React, shadcn-admin-kit, and Supabase. Fork of Atomic CRM with RealTimeX App SDK integration.",
   "type": "module",
   "main": "./dist/index.js",

package/supabase/functions/api-v1-activities/index.ts

@@ -73,65 +73,55 @@ async function createActivity(apiKey: any, req: Request) {
   const body = await req.json();
   const { type, ...activityData } = body;
 
-  // Activities can be notes or tasks
-  if (type === "note" || type === "contact_note") {
-    const { data, error } = await supabaseAdmin
-      .from("contactNotes")
-      .insert({
-        ...activityData,
-        sales_id: apiKey.sales_id,
-      })
-      .select()
-      .single();
+  // Map activity type to table and validate
+  let tableName: string;
+  let responseType: string;
 
-    if (error) {
-      return createErrorResponse(400, error.message);
-    }
-
-    return new Response(JSON.stringify({ data, type: "note" }), {
-      status: 201,
-      headers: { "Content-Type": "application/json", ...corsHeaders },
-    });
-  } else if (type === "task") {
-    const { data, error } = await supabaseAdmin
-      .from("tasks")
-      .insert({
-        ...activityData,
-        sales_id: apiKey.sales_id,
-      })
-      .select()
-      .single();
-
-    if (error) {
-      return createErrorResponse(400, error.message);
-    }
-
-    return new Response(JSON.stringify({ data, type: "task" }), {
-      status: 201,
-      headers: { "Content-Type": "application/json", ...corsHeaders },
-    });
-  } else if (type === "deal_note") {
-    const { data, error } = await supabaseAdmin
-      .from("dealNotes")
-      .insert({
-        ...activityData,
-        sales_id: apiKey.sales_id,
-      })
-      .select()
-      .single();
+  switch (type) {
+    case "note":
+    case "contact_note":
+      tableName = "contactNotes";
+      responseType = "contact_note";
+      break;
+    case "company_note":
+      tableName = "companyNotes";
+      responseType = "company_note";
+      break;
+    case "deal_note":
+      tableName = "dealNotes";
+      responseType = "deal_note";
+      break;
+    case "task_note":
+      tableName = "taskNotes";
+      responseType = "task_note";
+      break;
+    case "task":
+      tableName = "tasks";
+      responseType = "task";
+      break;
+    default:
+      return createErrorResponse(
+        400,
+        "Invalid activity type. Must be 'contact_note', 'company_note', 'deal_note', 'task_note', or 'task'"
+      );
+  }
 
-    if (error) {
-      return createErrorResponse(400, error.message);
-    }
+  // Insert activity
+  const { data, error } = await supabaseAdmin
+    .from(tableName)
+    .insert({
+      ...activityData,
+      sales_id: apiKey.sales_id,
+    })
+    .select()
+    .single();
 
-    return new Response(JSON.stringify({ data, type: "deal_note" }), {
-      status: 201,
-      headers: { "Content-Type": "application/json", ...corsHeaders },
-    });
-  } else {
-    return createErrorResponse(
-      400,
-      "Invalid activity type. Must be 'note', 'contact_note', 'task', or 'deal_note'"
-    );
+  if (error) {
+    return createErrorResponse(400, error.message);
   }
+
+  return new Response(JSON.stringify({ data, type: responseType }), {
+    status: 201,
+    headers: { "Content-Type": "application/json", ...corsHeaders },
+  });
 }

package/supabase/migrations/20251226082639_fix_contacts_summary_fts_columns.sql

@@ -0,0 +1,73 @@
+-- Fix contacts_summary view to include email_fts and phone_fts columns for search functionality
+-- The previous migration used c.* which doesn't include computed columns
+
+DROP VIEW IF EXISTS contacts_summary CASCADE;
+
+CREATE VIEW contacts_summary
+  WITH (security_invoker=on)
+  AS
+SELECT
+  -- Explicit contact columns
+  c.id,
+  c.first_name,
+  c.last_name,
+  c.gender,
+  c.title,
+  c.email_jsonb,
+  c.phone_jsonb,
+  c.background,
+  c.avatar,
+  c.first_seen,
+  c.last_seen,
+  c.has_newsletter,
+  c.status,
+  c.tags,
+  c.company_id,
+  c.sales_id,
+  c.linkedin_url,
+  c.internal_heartbeat_score,
+  c.internal_heartbeat_status,
+  c.internal_heartbeat_updated_at,
+  c.external_heartbeat_status,
+  c.external_heartbeat_checked_at,
+  c.email_validation_status,
+  c.email_last_bounced_at,
+  c.linkedin_profile_status,
+  c.employment_verified_at,
+
+  -- Computed full-text search columns
+  jsonb_path_query_array(c.email_jsonb, '$[*].email')::text as email_fts,
+  jsonb_path_query_array(c.phone_jsonb, '$[*].number')::text as phone_fts,
+
+  -- Company relationship
+  comp.name as company_name,
+
+  -- Task and note aggregations
+  COUNT(DISTINCT t.id) as nb_tasks,
+  COUNT(DISTINCT cn.id) as nb_notes,
+  COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NULL) as nb_open_tasks,
+
+  -- Task completion metrics
+  COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NOT NULL) as nb_completed_tasks,
+  CASE
+    WHEN COUNT(DISTINCT t.id) > 0
+    THEN ROUND(COUNT(DISTINCT t.id) FILTER (WHERE t.done_date IS NOT NULL)::numeric / COUNT(DISTINCT t.id), 2)
+    ELSE 0
+  END as task_completion_rate,
+
+  -- Activity timestamps
+  MAX(cn.date) as last_note_date,
+  MAX(t.due_date) as last_task_activity,
+
+  -- Computed engagement indicator (days since last activity)
+  LEAST(
+    COALESCE(EXTRACT(EPOCH FROM (now() - c.last_seen))/86400, 999999),
+    COALESCE(EXTRACT(EPOCH FROM (now() - MAX(cn.date)))/86400, 999999),
+    COALESCE(EXTRACT(EPOCH FROM (now() - MAX(t.due_date)))/86400, 999999)
+  )::integer as days_since_last_activity
+
+FROM contacts c
+LEFT JOIN "contactNotes" cn ON c.id = cn.contact_id
+LEFT JOIN tasks t ON c.id = t.contact_id
+LEFT JOIN companies comp ON c.company_id = comp.id
+GROUP BY c.id, comp.name;