relaxed-coral•2w ago

CRM app

Hello, i'm using Refine CRM app example (https://github.com/refinedev/refine/tree/master/examples/app-crm) but I notice that informations doesn't persists after server restart. How can I add persistence? And how can I add a database?

GitHub

refine/examples/app-crm at master · refinedev/refine

A React Framework for building internal tools, admin panels, dashboards & B2B apps with unmatched flexibility. - refinedev/refine

5 Replies

kapa.ai•2w ago

Hi @pedrofontes. I'm kapa.ai, your friendly support bot. I will try to answer your question by searching through the knowledge base. :wave: ---------------------- To add persistence to your Refine CRM app example and integrate a database, you can follow these steps: 1. Setting Up a Database with Supabase Supabase is a good choice for adding a PostgreSQL database to your Refine CRM app. Here’s how you can set it up: #### Step 1: Create a Supabase Account - Sign up at Supabase (https://app.supabase.com/). - Log in to your developer account. #### Step 2: Create a PostgreSQL Server - Go to your organization's dashboard in Supabase. - Create a new project (server) with an appropriate name, for example, refine-crm. #### Step 3: Create Necessary Tables - Use the Supabase dashboard to create tables and define relationships according to your CRM app's requirements. #### Step 4: Get API Keys - Obtain the API keys provided by Supabase for your server. #### Step 5: Set Up supabaseClient in Your Refine Project - Install the Supabase client in your Refine project:

  npm install @supabase/supabase-js

  npm install @supabase/supabase-js

- Initialize the Supabase client in your project:

  import { createClient } from '@supabase/supabase-js';

  const supabaseUrl = '<https://xyzcompany.supabase.co';>
  const supabaseKey = 'public-anon-key';
  const supabase = createClient(supabaseUrl, supabaseKey);

  import { createClient } from '@supabase/supabase-js';

  const supabaseUrl = '<https://xyzcompany.supabase.co';>
  const supabaseKey = 'public-anon-key';
  const supabase = createClient(supabaseUrl, supabaseKey);

For detailed steps, you can follow the Supabase Quickstart Guide (https://supabase.com/docs/guides/with-react#create-a-project). 2. Integrating Supabase with Refine Once you have your Supabase setup, you need to integrate it with your Refine CRM app: #### Step 1: Configure Data Provider - Refine supports various data providers. You can configure a custom data provider to use Supabase. #### Step 2: Update Your Refine App - Modify your Refine app to use the Supabase data provider for CRUD operations. Here is an example of how you might set up a data provider for Supabase:

import { DataProvider } from '@refinedev/core';
import { supabaseClient } from './supabaseClient';

const supabaseDataProvider: DataProvider = {
  getList: async ({ resource, pagination, filters, sort }) => {
    const { data, error } = await supabaseClient
      .from(resource)
      .select('*')
      .range(pagination.current * pagination.pageSize, (pagination.current + 1) * pagination.pageSize - 1)
      .order(sort.field, { ascending: sort.order === 'asc' });

    if (error) {
      throw new Error(error.message);
    }

    return {
      data,
      total: data.length,
    };
  },
  // Implement other CRUD methods (getOne, create, update, delete) similarly
};

export default supabaseDataProvider;

import { DataProvider } from '@refinedev/core';
import { supabaseClient } from './supabaseClient';

const supabaseDataProvider: DataProvider = {
  getList: async ({ resource, pagination, filters, sort }) => {
    const { data, error } = await supabaseClient
      .from(resource)
      .select('*')
      .range(pagination.current * pagination.pageSize, (pagination.current + 1) * pagination.pageSize - 1)
      .order(sort.field, { ascending: sort.order === 'asc' });

    if (error) {
      throw new Error(error.message);
    }

    return {
      data,
      total: data.length,
    };
  },
  // Implement other CRUD methods (getOne, create, update, delete) similarly
};

export default supabaseDataProvider;

3. Using the Data Provider in Refine Finally, use the custom data provider in your Refine app:

import { Refine } from '@refinedev/core';
import supabaseDataProvider from './supabaseDataProvider';

function App() {
  return (
    <Refine dataProvider={supabaseDataProvider} />
  );
}

export default App;

import { Refine } from '@refinedev/core';
import supabaseDataProvider from './supabaseDataProvider';

function App() {
  return (
    <Refine dataProvider={supabaseDataProvider} />
  );
}

export default App;

By following these steps, you can add persistence to your Refine CRM app and integrate it with a Supabase database. For more information, you can refer to the Refine documentation (https://refine.dev/docs/) and the Supabase documentation (https://supabase.com/docs/). ---------------------- Note: you can ask me a follow up question by @ mentioning me again :speech_balloon: ----------------------

kapa.ai•2w ago

<@341424207764389898> kapa.ai is still learning and improving, please let us know how it did by reacting below

relaxed-coral•2w ago

@kapa.ai just that? I don't need to refactor all routes and controllers?

kapa.ai•2w ago

Let me check the knowledge base for you. One moment! :books: ---------------------- To integrate a database and add persistence to your Refine CRM app, you will need to make some changes, but you don't necessarily need to refactor all routes and controllers. Here’s a more detailed breakdown: 1. Setting Up a Database with Supabase #### Step 1: Create a Supabase Account - Sign up at Supabase (https://app.supabase.com/). - Log in to your developer account. #### Step 2: Create a PostgreSQL Server - Go to your organization's dashboard in Supabase. - Create a new project (server) with an appropriate name, for example, refine-crm. #### Step 3: Create Necessary Tables - Use the Supabase dashboard to create tables and define relationships according to your CRM app's requirements. #### Step 4: Get API Keys - Obtain the API keys provided by Supabase for your server. #### Step 5: Set Up supabaseClient in Your Refine Project - Install the Supabase client in your Refine project:

  npm install @supabase/supabase-js

  npm install @supabase/supabase-js

- Initialize the Supabase client in your project:

  import { createClient } from '@supabase/supabase-js';

  const supabaseUrl = '<https://xyzcompany.supabase.co';>
  const supabaseKey = 'public-anon-key';
  const supabase = createClient(supabaseUrl, supabaseKey);

  import { createClient } from '@supabase/supabase-js';

  const supabaseUrl = '<https://xyzcompany.supabase.co';>
  const supabaseKey = 'public-anon-key';
  const supabase = createClient(supabaseUrl, supabaseKey);

2. Integrating Supabase with Refine #### Step 1: Configure Data Provider - Refine supports various data providers. You can configure a custom data provider to use Supabase. #### Step 2: Update Your Refine App - Modify your Refine app to use the Supabase data provider for CRUD operations. Here is an example of how you might set up a data provider for Supabase:

import { DataProvider } from '@refinedev/core';
import { supabaseClient } from './supabaseClient';
const supabaseDataProvider: DataProvider = {
  getList: async ({ resource, pagination, filters, sort }) => {
    const { data, error } = await supabaseClient
      .from(resource)
      .select('*')
      .range(pagination.current * pagination.pageSize, (pagination.current + 1) * pagination.pageSize - 1)
      .order(sort.field, { ascending: sort.order === 'asc' });

    if (error) {
      throw new Error(error.message);
    }

    return {
      data,
      total: data.length,
    };
  },
  // Implement other CRUD methods (getOne, create, update, delete) similarly
};

export default supabaseDataProvider;

import { DataProvider } from '@refinedev/core';
import { supabaseClient } from './supabaseClient';
const supabaseDataProvider: DataProvider = {
  getList: async ({ resource, pagination, filters, sort }) => {
    const { data, error } = await supabaseClient
      .from(resource)
      .select('*')
      .range(pagination.current * pagination.pageSize, (pagination.current + 1) * pagination.pageSize - 1)
      .order(sort.field, { ascending: sort.order === 'asc' });

    if (error) {
      throw new Error(error.message);
    }

    return {
      data,
      total: data.length,
    };
  },
  // Implement other CRUD methods (getOne, create, update, delete) similarly
};

export default supabaseDataProvider;

3. Using the Data Provider in Refine Finally, use the custom data provider in your Refine app:

import { Refine } from '@refinedev/core';
import supabaseDataProvider from './supabaseDataProvider';

function App() {
  return (
    <Refine dataProvider={supabaseDataProvider} />
  );
}

export default App;

import { Refine } from '@refinedev/core';
import supabaseDataProvider from './supabaseDataProvider';

function App() {
  return (
    <Refine dataProvider={supabaseDataProvider} />
  );
}

export default App;

Additional Considerations - Routes and Controllers: If your current routes and controllers are tightly coupled with the in-memory data, you might need to refactor them to use the new data provider. However, if they are abstracted well, you might only need to change the data fetching logic. - Authentication: If your app uses authentication, you might also need to integrate Supabase authentication. You can refer to the Supabase Authentication with Refine (https://refine.dev/blog/refine-pixels-3/#email-authentication-with-supabase-in-refine) ---------------------- Note: you can ask me a follow up question by @ mentioning me again :speech_balloon: ----------------------

kapa.ai•2w ago

<@341424207764389898> kapa.ai is still learning and improving, please let us know how it did by reacting below