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# Conflicts: # README.md # docs/README.md # docs/automations-and-cron.md # docs/supabase-setup.md # docs/whatsapp-setup.md # src/app/opengraph-image.tsx # src/components/landing/hero.tsx # src/lib/seo/site-config.ts
84 lines
2.6 KiB
Markdown
84 lines
2.6 KiB
Markdown
# Supabase setup
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This template uses Supabase for Postgres, authentication, row-level security (RLS),
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and (optionally) storage. You need one Supabase project per deployment.
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## 1. Create the project
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1. Sign in at <https://supabase.com> and create a **new project**.
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2. Pick the region closest to your users. Save the database password shown
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at creation time — you will not see it again.
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3. Wait for the project to provision (about a minute).
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## 2. Grab your keys
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Open **Project Settings → API** in the Supabase dashboard. Copy:
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- **Project URL** → `NEXT_PUBLIC_SUPABASE_URL`
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- **anon / public** key → `NEXT_PUBLIC_SUPABASE_ANON_KEY`
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- **service_role** key → `SUPABASE_SERVICE_ROLE_KEY`
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Paste them into `.env.local`.
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> **Do not commit the service-role key.** It bypasses RLS entirely. The
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> repo's `.gitignore` already excludes `.env.local` — keep it that way.
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## 3. Run the migrations
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All schema changes live in `supabase/migrations/` as plain SQL and are
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idempotent (safe to re-run). The simplest way to apply them:
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### Option A — SQL Editor (quickest)
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1. Open **SQL Editor** in the Supabase dashboard.
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2. For each file in `supabase/migrations/`, in numeric order:
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- `001_initial_schema.sql`
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- `002_pipelines_enhancements.sql`
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- `003_broadcast_recipient_wamid.sql`
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- `004_contact_delete_set_null.sql`
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- `005_broadcast_counts_incremental.sql`
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- `006_automations.sql`
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- `007_automations_increment_counter.sql`
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3. Paste into the editor and run. Each file prints its own status.
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### Option B — Supabase CLI
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```bash
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npm install --global supabase
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supabase login
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supabase link --project-ref <your-project-ref>
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supabase db push
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```
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The CLI applies every file in `supabase/migrations/` on top of the linked
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project.
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## 4. Verify
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Open **Table Editor** in the Supabase dashboard. You should see tables
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including `profiles`, `contacts`, `conversations`, `messages`, `pipelines`,
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`broadcasts`, `automations`, and `whatsapp_config`. If any are missing, a
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migration failed — re-run it and check the SQL output.
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## 5. Auth settings
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Under **Authentication → Providers**, confirm:
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- **Email** is enabled (default).
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- **Confirm email** is on for production, off for local if you want
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frictionless testing.
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Under **Authentication → URL Configuration**, add your production URL
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(e.g., `https://crm.example.com`) to the allow-list so password-reset
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emails link back correctly.
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## 6. (Optional) Storage
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The app downloads WhatsApp® media through Meta's `/download` endpoint and
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currently relays it on demand rather than caching it in Supabase Storage.
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No bucket setup is required for a default install.
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## Next step
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[WhatsApp setup →](./whatsapp-setup.md)
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