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13 lines
946 B
Markdown
13 lines
946 B
Markdown
# MEMORY
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Durable Atomic CRM knowledge. One sentence per bullet, freshest first. Maintained by the `documentator` agent — see [.claude/agents/documentator.md](.claude/agents/documentator.md).
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## Business Knowledge
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- Core resources: contacts, companies, deals (Kanban pipeline), tasks, notes, tags, and sales (team members).
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- Domain options (genders, sectors, deal stages/categories, note statuses, task types) are `<CRM>` props in `src/App.tsx`, not hardcoded.
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- Sales users sync with Supabase `auth.users` via triggers; deletion is unsupported — accounts are disabled instead.
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- Aggregated reads use database views (`contacts_summary`, `companies_summary`), which FakeRest emulates in the frontend.
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- Two interchangeable data providers: Supabase (production) and FakeRest (in-browser demo, resets on reload).
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- Filters use `ra-data-postgrest` syntax (`field_name@operator`); operators must be supported by the FakeRest `supabaseAdapter`.
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