CRM

Deals move through a pipeline of stages. The board orders cards with rank keys and groups them by stage, the state machine refuses a jump the pipeline does not allow, and the people watching a deal hear about comments, tags and stage moves.

TableCopy Anchor Link

create table public.deals (
  id uuid primary key default gen_random_uuid(),
  organization_id uuid not null,
  name text not null,
  stage text not null default 'lead',
  rank text collate "C" not null default 'V'
);
create index on public.deals (organization_id, stage, rank);
alter table public.deals enable row level security;

Add read and update policies for the organization's members, as for any tenant table.

ConfigCopy Anchor Link

The crm preset brings the SaaS blocks (organizations, notifications, the outbox, ...) plus parties, pipelines, engagements, tags, comments, custom fields, saved views and search. The board adds rank, reminders and a state machine on top:

import { defineConfig } from "better-supabase/config";

export default defineConfig({
  preset: "crm",
  subjects: {
    deal: {
      table: "public.deals",
      idType: "uuid",
      title: "name",
      url: "/deals/{id}",
      rank: { column: "rank", group: "stage" },
    },
  },
  blocks: {
    rank: {},
    reminders: {},
    "state-machine": {
      options: {
        machines: {
          deal: {
            table: "public.deals",
            column: "stage",
            initial: "lead",
            tenant: "organization_id",
            transitions: {
              lead: ["qualified", "lost"],
              qualified: ["won", "lost"],
              won: [],
              lost: ["lead"],
            },
          },
        },
      },
    },
  },
});

Event flowCopy Anchor Link

A drag from lead onto won fails with STATE_TRANSITION_INVALID: the rank and the stage change in one update, and the state-machine trigger checks it. Move the card back in the UI when move returns that error.

With ReUICopy Anchor Link

• Kanban for the pipeline board. Each column is a stage; on drop, call rank.move with the neighbours' ids and the new stage.
• Data Grid for the deal table, with Filters editing the filter tree of a defineListQuery on deals.
• Timeline for the deal's history: status_history rows and comments, newest first.

The ReUI Pro CRM blocks fit the same data; their source is licensed per user, so copy them into your app from reui.io.