qbit-crm/UPGRADE.md

Upgrading

Starter defaults (Unreleased / 0.2.0)

The CRM now ships db/liquibase/qbit-crm/crm-defaults.changelog.sql, a separate insert-only changelog. Without it, converting a lead fails with "no default pipeline found", new web leads and converted contacts silently get no lifecycle stage, and amounts have no currency prefix.

What a host must do:

1. Add one line to its master changelog, after crm.changelog.sql and, on tenant-enabled installs, after crm-tenancy.changelog.sql (the file checks for tenant_key columns, so the order matters):

   - include: { file: db/liquibase/qbit-crm/crm-defaults.changelog.sql }
   

2. Review what it seeds (see README, "Starter defaults"). Existing configuration is never touched: lists are seeded only while their table is empty, the pipeline only when no pipeline exists, its stages only when it is the only pipeline and no stage or deal exists. Lifecycle stages and the base currency are seeded only on a fresh install (no contact, respectively no deal, yet), because they change what intake and Convert lead assign. Rollbacks are empty.

3. Tenant-enabled hosts (the crm-tenancy changelog added tenant_key columns): the changelog skips those tables (marks them ran), because rows without a tenant key are invisible to tenants. Insert the same rows once per tenant with tenant_key set. The Setup card on the CRM home shows what is still missing.

4. crm_currency.rate_last_updated_date is now written by the CRM when a rate is set or changed and is read-only in the UI. Existing values are kept.

5. No schema change. crm_external_mapping is documented as not written by the CRM yet.