realtimex-crm 0.5.0 → 0.5.1

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "realtimex-crm",
-  "version": "0.5.0",
+  "version": "0.5.1",
   "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/public/edge-functions/README.md

@@ -0,0 +1,151 @@
+# Edge Functions for RealTimeX CRM
+
+This directory contains Edge Functions that can be deployed directly from Supabase Dashboard.
+
+## Required Functions (Deploy via Dashboard)
+
+These are critical for team management and can be easily deployed through the GUI:
+
+### 1. users.ts ⭐ **REQUIRED**
+**Purpose:** Create and update CRM team members
+**Required for:** Inviting new users, updating user profiles, managing permissions
+**Deploy:** Copy entire `users.ts` file → Supabase Dashboard → Edge Functions → New Function → Name: `users` → Paste → Deploy
+
+### 2. updatePassword.ts ⭐ **REQUIRED**
+**Purpose:** Reset user passwords
+**Required for:** Password reset functionality
+**Deploy:** Copy entire `updatePassword.ts` file → Supabase Dashboard → Edge Functions → New Function → Name: `updatePassword` → Paste → Deploy
+
+## Optional Functions (Deploy via CLI)
+
+These functions have complex dependencies and are easier to deploy using Supabase CLI:
+
+### 3. mergeContacts
+**Purpose:** Merge duplicate contact records
+**Required for:** Contact deduplication feature
+**Deploy via CLI:**
+```bash
+cd /path/to/realtimex-crm
+npx supabase functions deploy mergeContacts
+```
+
+### 4. postmark
+**Purpose:** Inbound email integration (capture emails as notes)
+**Required for:** Email forwarding feature (optional)
+**Deploy via CLI:**
+```bash
+npx supabase functions deploy postmark
+```
+
+**Additional Setup for postmark:**
+- Requires Postmark account and API key
+- Configure webhook URL in Postmark dashboard
+- Set environment variable `POSTMARK_API_KEY` in Supabase
+
+## Deployment Instructions
+
+### Method 1: Supabase Dashboard (Recommended for users, updatePassword)
+
+1. **Go to Supabase Dashboard**
+   - Open your project
+   - Click "Edge Functions" in the left sidebar
+
+2. **Create New Function**
+   - Click "Deploy a new function"
+   - Or click "+ New Edge Function"
+
+3. **Configure Function**
+   - **Function name:** Enter exactly as shown (e.g., `users`)
+   - **Code:** Copy entire content from `.ts` file
+   - Paste into the code editor
+
+4. **Deploy**
+   - Click "Deploy" button
+   - Wait for deployment to complete (usually 10-20 seconds)
+   - Status should show "Active"
+
+5. **Verify**
+   - Function should appear in the list
+   - Status: Active (green)
+   - Click function name to view logs
+
+### Method 2: Supabase CLI (Required for mergeContacts, postmark)
+
+If you have the repository cloned:
+
+```bash
+# Deploy all functions at once
+npx supabase functions deploy
+
+# Or deploy specific function
+npx supabase functions deploy mergeContacts
+npx supabase functions deploy postmark
+```
+
+## Verification
+
+After deploying, verify functions are active:
+
+1. Go to Supabase Dashboard → Edge Functions
+2. You should see:
+   - ✅ users (Active)
+   - ✅ updatePassword (Active)
+   - ✅ mergeContacts (Active) - if deployed
+   - ✅ postmark (Active) - if deployed
+
+## What if Functions Fail?
+
+### Common Issues:
+
+**1. "Function not found" errors in CRM**
+- Solution: Ensure function name matches exactly (case-sensitive)
+- users, updatePassword, mergeContacts, postmark (not Users or update_password)
+
+**2. "Unauthorized" errors**
+- Solution: Functions automatically use `SUPABASE_SERVICE_ROLE_KEY`
+- This is set automatically by Supabase - no action needed
+
+**3. Deploy button grayed out**
+- Solution: Ensure you're the project Owner
+- Only project Owners can deploy Edge Functions
+
+**4. Function shows "Inactive"**
+- Solution: Click on the function → Click "Deploy" again
+- Check logs for errors
+
+## Testing Edge Functions
+
+### Test users function:
+From your CRM app, try to:
+1. Go to Settings → Team
+2. Click "Invite User"
+3. Fill in details and submit
+4. If successful, function is working!
+
+### Test updatePassword function:
+1. Go to user profile
+2. Click "Reset Password"
+3. Check if you receive password reset email
+
+## CRM Features Without Edge Functions
+
+If you skip Edge Function deployment:
+
+**✅ Works:**
+- Login/Signup (first user)
+- Contacts, Companies, Deals
+- Tasks & Notes
+- Dashboard & Reports
+- Tags & Filters
+
+**❌ Doesn't Work:**
+- Inviting additional team members
+- User password reset
+- Contact merging
+- Email capture
+
+## Support
+
+- [View full documentation](https://github.com/therealtimex/realtimex-crm/blob/main/SETUP_GUIDE.md)
+- [Report issues](https://github.com/therealtimex/realtimex-crm/issues)
+- [Supabase Edge Functions docs](https://supabase.com/docs/guides/functions)

package/public/edge-functions/updatePassword.ts

@@ -0,0 +1,84 @@
+// RealTimeX CRM - Update Password Edge Function
+// This function handles password reset requests for CRM users
+//
+// To deploy:
+// 1. Go to Supabase Dashboard → Edge Functions
+// 2. Click "Deploy a new function"
+// 3. Name it: updatePassword
+// 4. Copy and paste this entire file
+// 5. Click "Deploy"
+
+import { createClient } from "jsr:@supabase/supabase-js@2";
+
+// CORS headers for API access
+const corsHeaders = {
+  "Access-Control-Allow-Origin": "*",
+  "Access-Control-Allow-Headers":
+    "authorization, x-client-info, apikey, content-type",
+  "Access-Control-Allow-Methods": "POST, PATCH, DELETE",
+};
+
+function createErrorResponse(status: number, message: string) {
+  return new Response(JSON.stringify({ status, message }), {
+    headers: { "Content-Type": "application/json", ...corsHeaders },
+    status,
+  });
+}
+
+// Initialize Supabase Admin client (uses service_role key automatically)
+const supabaseAdmin = createClient(
+  Deno.env.get("SUPABASE_URL") ?? "",
+  Deno.env.get("SUPABASE_SERVICE_ROLE_KEY") ?? "",
+  {
+    auth: {
+      autoRefreshToken: false,
+      persistSession: false,
+    },
+  }
+);
+
+async function updatePassword(user: any) {
+  const { data, error } = await supabaseAdmin.auth.resetPasswordForEmail(
+    user.email
+  );
+
+  if (!data || error) {
+    return createErrorResponse(500, "Internal Server Error");
+  }
+
+  return new Response(
+    JSON.stringify({
+      data,
+    }),
+    {
+      headers: { "Content-Type": "application/json", ...corsHeaders },
+    }
+  );
+}
+
+Deno.serve(async (req: Request) => {
+  if (req.method === "OPTIONS") {
+    return new Response(null, {
+      status: 204,
+      headers: corsHeaders,
+    });
+  }
+
+  const authHeader = req.headers.get("Authorization")!;
+  const localClient = createClient(
+    Deno.env.get("SUPABASE_URL") ?? "",
+    Deno.env.get("SUPABASE_ANON_KEY") ?? "",
+    { global: { headers: { Authorization: authHeader } } }
+  );
+
+  const { data } = await localClient.auth.getUser();
+  if (!data?.user) {
+    return createErrorResponse(401, "Unauthorized");
+  }
+
+  if (req.method === "PATCH") {
+    return updatePassword(data.user);
+  }
+
+  return createErrorResponse(405, "Method Not Allowed");
+});

package/public/edge-functions/users.ts

@@ -0,0 +1,240 @@
+// RealTimeX CRM - Users Edge Function
+// This function handles creating and updating CRM users (sales team members)
+//
+// To deploy:
+// 1. Go to Supabase Dashboard → Edge Functions
+// 2. Click "Deploy a new function"
+// 3. Name it: users
+// 4. Copy and paste this entire file
+// 5. Click "Deploy"
+
+import { createClient } from "jsr:@supabase/supabase-js@2";
+
+// CORS headers for API access
+const corsHeaders = {
+  "Access-Control-Allow-Origin": "*",
+  "Access-Control-Allow-Headers":
+    "authorization, x-client-info, apikey, content-type",
+  "Access-Control-Allow-Methods": "POST, PATCH, DELETE",
+};
+
+function createErrorResponse(status: number, message: string) {
+  return new Response(JSON.stringify({ status, message }), {
+    headers: { "Content-Type": "application/json", ...corsHeaders },
+    status,
+  });
+}
+
+// Initialize Supabase Admin client (uses service_role key automatically)
+const supabaseAdmin = createClient(
+  Deno.env.get("SUPABASE_URL") ?? "",
+  Deno.env.get("SUPABASE_SERVICE_ROLE_KEY") ?? "",
+  {
+    auth: {
+      autoRefreshToken: false,
+      persistSession: false,
+    },
+  }
+);
+
+async function updateSaleDisabled(user_id: string, disabled: boolean) {
+  return await supabaseAdmin
+    .from("sales")
+    .update({ disabled: disabled ?? false })
+    .eq("user_id", user_id);
+}
+
+async function updateSaleAdministrator(
+  user_id: string,
+  administrator: boolean
+) {
+  const { data: sales, error: salesError } = await supabaseAdmin
+    .from("sales")
+    .update({ administrator })
+    .eq("user_id", user_id)
+    .select("*");
+
+  if (!sales?.length || salesError) {
+    console.error("Error updating user:", salesError);
+    throw salesError ?? new Error("Failed to update sale");
+  }
+  return sales.at(0);
+}
+
+async function updateSaleAvatar(user_id: string, avatar: string) {
+  const { data: sales, error: salesError } = await supabaseAdmin
+    .from("sales")
+    .update({ avatar })
+    .eq("user_id", user_id)
+    .select("*");
+
+  if (!sales?.length || salesError) {
+    console.error("Error updating user:", salesError);
+    throw salesError ?? new Error("Failed to update sale");
+  }
+  return sales.at(0);
+}
+
+async function inviteUser(req: Request, currentUserSale: any) {
+  const { email, password, first_name, last_name, disabled, administrator } =
+    await req.json();
+
+  if (!currentUserSale.administrator) {
+    return createErrorResponse(401, "Not Authorized");
+  }
+
+  const { data, error: userError } = await supabaseAdmin.auth.admin.createUser({
+    email,
+    password,
+    user_metadata: { first_name, last_name },
+  });
+
+  const { error: emailError } =
+    await supabaseAdmin.auth.admin.inviteUserByEmail(email);
+
+  if (!data?.user || userError) {
+    console.error(`Error inviting user: user_error=${userError}`);
+    return createErrorResponse(500, "Internal Server Error");
+  }
+
+  if (!data?.user || userError || emailError) {
+    console.error(`Error inviting user, email_error=${emailError}`);
+    return createErrorResponse(500, "Failed to send invitation mail");
+  }
+
+  try {
+    await updateSaleDisabled(data.user.id, disabled);
+    const sale = await updateSaleAdministrator(data.user.id, administrator);
+
+    return new Response(
+      JSON.stringify({
+        data: sale,
+      }),
+      {
+        headers: { "Content-Type": "application/json", ...corsHeaders },
+      }
+    );
+  } catch (e) {
+    console.error("Error patching sale:", e);
+    return createErrorResponse(500, "Internal Server Error");
+  }
+}
+
+async function patchUser(req: Request, currentUserSale: any) {
+  const {
+    sales_id,
+    email,
+    first_name,
+    last_name,
+    avatar,
+    administrator,
+    disabled,
+  } = await req.json();
+  const { data: sale } = await supabaseAdmin
+    .from("sales")
+    .select("*")
+    .eq("id", sales_id)
+    .single();
+
+  if (!sale) {
+    return createErrorResponse(404, "Not Found");
+  }
+
+  // Users can only update their own profile unless they are an administrator
+  if (!currentUserSale.administrator && currentUserSale.id !== sale.id) {
+    return createErrorResponse(401, "Not Authorized");
+  }
+
+  const { data, error: userError } =
+    await supabaseAdmin.auth.admin.updateUserById(sale.user_id, {
+      email,
+      ban_duration: disabled ? "87600h" : "none",
+      user_metadata: { first_name, last_name },
+    });
+
+  if (!data?.user || userError) {
+    console.error("Error patching user:", userError);
+    return createErrorResponse(500, "Internal Server Error");
+  }
+
+  if (avatar) {
+    await updateSaleAvatar(data.user.id, avatar);
+  }
+
+  // Only administrators can update the administrator and disabled status
+  if (!currentUserSale.administrator) {
+    const { data: new_sale } = await supabaseAdmin
+      .from("sales")
+      .select("*")
+      .eq("id", sales_id)
+      .single();
+    return new Response(
+      JSON.stringify({
+        data: new_sale,
+      }),
+      {
+        headers: {
+          "Content-Type": "application/json",
+          ...corsHeaders,
+        },
+      }
+    );
+  }
+
+  try {
+    await updateSaleDisabled(data.user.id, disabled);
+    const sale = await updateSaleAdministrator(data.user.id, administrator);
+    return new Response(
+      JSON.stringify({
+        data: sale,
+      }),
+      {
+        headers: {
+          "Content-Type": "application/json",
+          ...corsHeaders,
+        },
+      }
+    );
+  } catch (e) {
+    console.error("Error patching sale:", e);
+    return createErrorResponse(500, "Internal Server Error");
+  }
+}
+
+Deno.serve(async (req: Request) => {
+  if (req.method === "OPTIONS") {
+    return new Response(null, {
+      status: 204,
+      headers: corsHeaders,
+    });
+  }
+
+  const authHeader = req.headers.get("Authorization")!;
+  const localClient = createClient(
+    Deno.env.get("SUPABASE_URL") ?? "",
+    Deno.env.get("SUPABASE_ANON_KEY") ?? "",
+    { global: { headers: { Authorization: authHeader } } }
+  );
+  const { data } = await localClient.auth.getUser();
+  if (!data?.user) {
+    return createErrorResponse(401, "Unauthorized");
+  }
+  const currentUserSale = await supabaseAdmin
+    .from("sales")
+    .select("*")
+    .eq("user_id", data.user.id)
+    .single();
+
+  if (!currentUserSale?.data) {
+    return createErrorResponse(401, "Unauthorized");
+  }
+  if (req.method === "POST") {
+    return inviteUser(req, currentUserSale.data);
+  }
+
+  if (req.method === "PATCH") {
+    return patchUser(req, currentUserSale.data);
+  }
+
+  return createErrorResponse(405, "Method Not Allowed");
+});

package/src/components/atomic-crm/login/StartPage.tsx

@@ -3,8 +3,6 @@ import { useDataProvider } from "ra-core";
 import { Navigate } from "react-router-dom";
 import { LoginPage } from "@/components/admin/login-page";
 import { checkDatabaseHealth } from "@/lib/database-health-check";
-import { getSupabaseConfig } from "@/lib/supabase-config";
-import { DatabaseSetupGuide } from "../setup/DatabaseSetupGuide";
 
 import type { CrmDataProvider } from "../providers/types";
 import { LoginSkeleton } from "./LoginSkeleton";
@@ -38,17 +36,91 @@ export const StartPage = () => {
   // Show loading state
   if (isCheckingHealth || isCheckingInit) return <LoginSkeleton />;
 
-  // Show database setup guide if schema is missing
+  // Show error if schema is missing
   if (healthStatus && !healthStatus.isHealthy) {
-    const config = getSupabaseConfig();
-    if (config) {
-      return (
-        <DatabaseSetupGuide
-          missingTables={healthStatus.missingTables}
-          supabaseUrl={config.url}
-        />
-      );
-    }
+    return (
+      <div className="flex items-center justify-center min-h-screen p-4">
+        <div className="max-w-md w-full space-y-4">
+          <div className="text-center space-y-2">
+            <div className="flex justify-center">
+              <div className="rounded-full bg-destructive/10 p-3">
+                <svg
+                  className="h-6 w-6 text-destructive"
+                  fill="none"
+                  viewBox="0 0 24 24"
+                  stroke="currentColor"
+                >
+                  <path
+                    strokeLinecap="round"
+                    strokeLinejoin="round"
+                    strokeWidth={2}
+                    d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"
+                  />
+                </svg>
+              </div>
+            </div>
+            <h1 className="text-2xl font-bold">Database Not Configured</h1>
+            <p className="text-muted-foreground">
+              Your Supabase database is missing required tables and functions.
+            </p>
+          </div>
+
+          <div className="bg-muted p-4 rounded-lg space-y-2">
+            <p className="text-sm font-semibold">Missing tables:</p>
+            <div className="flex flex-wrap gap-2">
+              {healthStatus.missingTables.map((table) => (
+                <span
+                  key={table}
+                  className="px-2 py-1 bg-background text-xs rounded border"
+                >
+                  {table}
+                </span>
+              ))}
+            </div>
+          </div>
+
+          <div className="space-y-3 text-sm">
+            <p className="font-semibold">To fix this:</p>
+            <ol className="list-decimal list-inside space-y-2 text-muted-foreground ml-2">
+              <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 font-semibold"
+                  download="setup.sql"
+                >
+                  setup.sql
+                </a>
+              </li>
+              <li>Open your Supabase project's SQL Editor</li>
+              <li>Copy all contents from setup.sql and paste into the editor</li>
+              <li>Click "Run" to execute the setup</li>
+              <li>Return here and reload the page</li>
+            </ol>
+          </div>
+
+          <button
+            onClick={() => window.location.reload()}
+            className="w-full px-4 py-2 bg-primary text-primary-foreground rounded-md hover:bg-primary/90"
+          >
+            Reload Page
+          </button>
+
+          <div className="pt-4 border-t text-center">
+            <a
+              href="https://github.com/therealtimex/realtimex-crm#database-setup"
+              target="_blank"
+              rel="noopener noreferrer"
+              className="text-sm text-primary hover:underline"
+            >
+              View detailed setup guide →
+            </a>
+          </div>
+        </div>
+      </div>
+    );
   }
 
   // Show login page if there's an error or already initialized