realtimex-crm 0.5.0 → 0.5.3

package/supabase/migrations/README.md

@@ -1,98 +0,0 @@
-# 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)