realtimex-crm 0.3.2 → 0.4.1

package/src/components/atomic-crm/setup/DatabaseSetupGuide.tsx

@@ -61,13 +61,78 @@ export function DatabaseSetupGuide({
             </div>
           </div>
 
-          {/* Option 1: Supabase CLI */}
+          {/* Option 1: Direct SQL File */}
           <div className="space-y-3">
             <div className="flex items-center gap-2">
               <div className="flex items-center justify-center w-6 h-6 rounded-full bg-primary text-primary-foreground text-sm font-bold">
                 1
               </div>
-              <h3 className="font-semibold">Using Supabase CLI (Recommended)</h3>
+              <h3 className="font-semibold">Quick Setup (Recommended)</h3>
+            </div>
+            <div className="ml-8 space-y-3">
+              <p className="text-sm text-muted-foreground">
+                Download and run the combined migration file:
+              </p>
+
+              <ol className="list-decimal list-inside space-y-2 text-sm text-muted-foreground">
+                <li>
+                  Download{" "}
+                  <a
+                    href="https://raw.githubusercontent.com/therealtimex/realtimex-crm/main/public/setup.sql"
+                    target="_blank"
+                    rel="noopener noreferrer"
+                    className="text-primary hover:underline inline-flex items-center gap-1"
+                    download
+                  >
+                    setup.sql
+                    <ExternalLink className="h-3 w-3" />
+                  </a>
+                </li>
+                <li>
+                  Open your{" "}
+                  <a
+                    href={`https://supabase.com/dashboard/project/${projectRef}/sql/new`}
+                    target="_blank"
+                    rel="noopener noreferrer"
+                    className="text-primary hover:underline inline-flex items-center gap-1"
+                  >
+                    Supabase SQL Editor
+                    <ExternalLink className="h-3 w-3" />
+                  </a>
+                </li>
+                <li>
+                  Copy the entire contents of setup.sql and paste into the SQL Editor
+                </li>
+                <li>
+                  Click "Run" to execute all migrations at once
+                </li>
+                <li>
+                  Reload this page after completion
+                </li>
+              </ol>
+
+              {projectRef && (
+                <Button asChild variant="outline" className="w-full">
+                  <a
+                    href={`https://supabase.com/dashboard/project/${projectRef}/sql/new`}
+                    target="_blank"
+                    rel="noopener noreferrer"
+                  >
+                    <ExternalLink className="h-4 w-4 mr-2" />
+                    Open SQL Editor
+                  </a>
+                </Button>
+              )}
+            </div>
+          </div>
+
+          {/* Option 2: Supabase CLI */}
+          <div className="space-y-3">
+            <div className="flex items-center gap-2">
+              <div className="flex items-center justify-center w-6 h-6 rounded-full bg-primary text-primary-foreground text-sm font-bold">
+                2
+              </div>
+              <h3 className="font-semibold">Using Supabase CLI</h3>
             </div>
             <div className="ml-8 space-y-3">
               <div>
@@ -115,22 +180,22 @@ export function DatabaseSetupGuide({
             </div>
           </div>
 
-          {/* Option 2: SQL Editor */}
+          {/* Option 3: Individual Migrations */}
           <div className="space-y-3">
             <div className="flex items-center gap-2">
               <div className="flex items-center justify-center w-6 h-6 rounded-full bg-primary text-primary-foreground text-sm font-bold">
-                2
+                3
               </div>
-              <h3 className="font-semibold">Using Supabase SQL Editor</h3>
+              <h3 className="font-semibold">Advanced: Run Individual Migrations</h3>
             </div>
             <div className="ml-8 space-y-3">
               <p className="text-sm text-muted-foreground">
-                Manually run the SQL migrations in your Supabase SQL Editor:
+                For advanced users who want to review each migration:
               </p>
 
               <ol className="list-decimal list-inside space-y-2 text-sm text-muted-foreground">
                 <li>
-                  Download migrations from{" "}
+                  Browse migrations at{" "}
                   <a
                     href="https://github.com/therealtimex/realtimex-crm/tree/main/supabase/migrations"
                     target="_blank"
@@ -154,25 +219,12 @@ export function DatabaseSetupGuide({
                   </a>
                 </li>
                 <li>
-                  Run each migration file in order (by date in filename)
+                  Run each migration file in chronological order (by date in filename)
                 </li>
                 <li>
                   Reload this page after all migrations are complete
                 </li>
               </ol>
-
-              {projectRef && (
-                <Button asChild variant="outline" className="w-full">
-                  <a
-                    href={`https://supabase.com/dashboard/project/${projectRef}/sql/new`}
-                    target="_blank"
-                    rel="noopener noreferrer"
-                  >
-                    <ExternalLink className="h-4 w-4 mr-2" />
-                    Open SQL Editor
-                  </a>
-                </Button>
-              )}
             </div>
           </div>
 

package/supabase/migrations/README.md

@@ -0,0 +1,98 @@
+# Database Migrations
+
+This directory contains all the SQL migration files needed to set up the RealTimeX CRM database schema.
+
+## Quick Setup (Recommended)
+
+The easiest way to set up your database is to use the combined `setup.sql` file:
+
+1. Download [setup.sql](https://raw.githubusercontent.com/therealtimex/realtimex-crm/main/public/setup.sql)
+2. Open your [Supabase SQL Editor](https://supabase.com/dashboard)
+3. Copy the entire contents of `setup.sql` and paste into the SQL Editor
+4. Click "Run" to execute all migrations at once
+
+## Using Supabase CLI
+
+If you prefer using the CLI:
+
+```bash
+# Install Supabase CLI
+npm install -g supabase
+
+# Clone this repository
+git clone https://github.com/therealtimex/realtimex-crm.git
+cd realtimex-crm
+
+# Link to your Supabase project
+supabase link --project-ref YOUR_PROJECT_REF
+
+# Push migrations
+supabase db push
+```
+
+## Migration Files
+
+These migrations are applied in chronological order (by date in filename):
+
+1. **20240730075029_init_db.sql** - Creates core tables (contacts, companies, deals, sales, tasks, tags)
+2. **20240730075425_init_triggers.sql** - Sets up user sync triggers between auth.users and sales table
+3. **20240806124555_task_sales_id.sql** - Adds sales_id to tasks table
+4. **20240807082449_remove-aquisition.sql** - Removes deprecated acquisition field
+5. **20240808141826_init_state_configure.sql** - Creates init_state table for tracking initialization
+6. **20240813084010_tags_policy.sql** - Adds RLS policies for tags table
+7. **20241104153231_sales_policies.sql** - Adds RLS policies for sales table
+8. **20250109152531_email_jsonb.sql** - Migrates email to JSONB format for multiple emails
+9. **20250113132531_phone_jsonb.sql** - Migrates phone to JSONB format for multiple phones
+10. **20251204172855_merge_contacts_function.sql** - Adds contact merging functionality
+11. **20251204201317_drop_merge_contacts_function.sql** - Refactors merge function
+
+## What Gets Created
+
+After running migrations, your database will have:
+
+### Tables
+- `contacts` - Contact information with JSONB email/phone support
+- `companies` - Company records with logo support
+- `deals` - Deal pipeline with stages and amounts
+- `contactNotes` - Notes attached to contacts
+- `dealNotes` - Notes attached to deals
+- `tasks` - Task management
+- `sales` - CRM users (synced with auth.users)
+- `tags` - Tagging system
+- `init_state` - Initialization tracking
+
+### Views
+- `contacts_summary` - Aggregated contact data with task counts
+- `companies_summary` - Aggregated company data
+
+### Functions
+- `handle_new_user()` - Auto-creates sales record when user signs up
+- `handle_update_user()` - Syncs user metadata updates
+- Edge functions for user management, email processing, contact merging
+
+### Row Level Security (RLS)
+All tables have RLS enabled with policies that:
+- Currently use permissive policies (`using (true)`) for all authenticated users
+- Track ownership via `sales_id` foreign keys
+- Can be made restrictive for data isolation (see migration files for examples)
+
+## Regenerating setup.sql
+
+If you modify any migration files, regenerate the combined setup.sql:
+
+```bash
+npm run setup:gen
+```
+
+## Troubleshooting
+
+If migrations fail:
+1. Check that your Supabase project is active and accessible
+2. Ensure you have sufficient permissions (project owner)
+3. Try running migrations one by one to identify the problematic migration
+4. Check Supabase logs for detailed error messages
+
+For help, see:
+- [RealTimeX CRM Documentation](https://github.com/therealtimex/realtimex-crm#readme)
+- [Supabase CLI Documentation](https://supabase.com/docs/guides/cli)
+- [Report an Issue](https://github.com/therealtimex/realtimex-crm/issues)