upstream-atomic-crm/MEMORY.md

MEMORY

Durable Atomic CRM knowledge. One sentence per bullet, freshest first. Maintained by the documentator agent — see .claude/agents/documentator.md.

Business Knowledge

• Core resources: contacts, companies, deals (Kanban pipeline), tasks, notes, tags, and sales (team members).
• Domain options (genders, sectors, deal stages/categories, note statuses, task types) are <CRM> props in src/App.tsx, not hardcoded.
• Sales users sync with Supabase auth.users via triggers; deletion is unsupported — accounts are disabled instead.
• Aggregated reads use database views (contacts_summary, companies_summary), which FakeRest emulates in the frontend.
• Two interchangeable data providers: Supabase (production) and FakeRest (in-browser demo, resets on reload).
• Filters use ra-data-postgrest syntax (field_name@operator); operators must be supported by the FakeRest supabaseAdapter.