Detailed Implementation Guide

Create Bubble Account

• Go to bubble.io
• Click "Get Started Free"
• Sign up with email or Google
• Verify your email address

Create New App

Click "Create a new app"

Familiarize with Bubble Editor

You'll see the visual editor with:

Navigate to Plugins

• Click "Plugins" in the left sidebar
• Click "+ Add plugins" button
• In the search box, type: Auth0

Install Official Auth0 Plugin

Configure Auth0 Plugin

After installation, the plugin will appear in your Plugins list. Click on it to configure:

Navigate to Data Tab

• Click "Data" in the left sidebar
• Click "Data types" tab at the top
• You'll see "User" type already exists (Bubble default)

Modify User Type

Click on "User" to add these fields:

Click "Create a new field" for each one

Create "Order" Data Type

Click "New type" button:

Create "Document" Data Type

Sign Up for Supabase

• Go to supabase.com
• Click "Start your project"
• Sign in with GitHub (recommended) or email
• Create organization: Career Success Institute

Create New Project

⏱️ Project setup takes ~2 minutes

Save Project Credentials

Once project is ready, go to Settings → API:

Navigate to SQL Editor

• Click "SQL Editor" in left sidebar
• Click "+ New query"

Create Customers Table

Copy and paste this SQL code:

-- Create customers table
CREATE TABLE public.customers (
  id UUID DEFAULT gen_random_uuid() PRIMARY KEY,
  email TEXT UNIQUE NOT NULL,
  full_name TEXT NOT NULL,
  phone TEXT,
  auth0_user_id TEXT UNIQUE,
  subscription_status TEXT DEFAULT 'active',
  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
  updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
);

-- Enable Row Level Security
ALTER TABLE public.customers ENABLE ROW LEVEL SECURITY;

-- Create policy: Users can only see their own data
CREATE POLICY "Users can view own data"
  ON public.customers
  FOR SELECT
  USING (auth.uid()::text = auth0_user_id);

-- Create index for faster lookups
CREATE INDEX idx_customers_email ON public.customers(email);
CREATE INDEX idx_customers_auth0 ON public.customers(auth0_user_id);

Create Orders Table

-- Create orders table
CREATE TABLE public.orders (
  id UUID DEFAULT gen_random_uuid() PRIMARY KEY,
  order_number TEXT UNIQUE NOT NULL,
  customer_id UUID REFERENCES public.customers(id) ON DELETE CASCADE,
  package_type TEXT NOT NULL,
  amount_paid DECIMAL(10,2) NOT NULL,
  status TEXT DEFAULT 'payment_received',
  assigned_expert TEXT,
  stripe_payment_id TEXT,
  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
  due_date TIMESTAMP WITH TIME ZONE,
  updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
);

-- Enable RLS
ALTER TABLE public.orders ENABLE ROW LEVEL SECURITY;

-- Policy: Users can see their own orders
CREATE POLICY "Users can view own orders"
  ON public.orders
  FOR SELECT
  USING (
    customer_id IN (
      SELECT id FROM public.customers 
      WHERE auth0_user_id = auth.uid()::text
    )
  );

-- Indexes
CREATE INDEX idx_orders_customer ON public.orders(customer_id);
CREATE INDEX idx_orders_status ON public.orders(status);
CREATE INDEX idx_orders_number ON public.orders(order_number);

Create Documents Table

-- Create documents table
CREATE TABLE public.documents (
  id UUID DEFAULT gen_random_uuid() PRIMARY KEY,
  order_id UUID REFERENCES public.orders(id) ON DELETE CASCADE,
  document_type TEXT NOT NULL,
  file_url TEXT NOT NULL,
  file_name TEXT NOT NULL,
  version INTEGER DEFAULT 1,
  status TEXT DEFAULT 'draft',
  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
  updated_at TIMESTAMP WITH TIME ZONE DEFAULT NOW()
);

-- Enable RLS
ALTER TABLE public.documents ENABLE ROW LEVEL SECURITY;

-- Policy: Users can see documents for their orders
CREATE POLICY "Users can view own documents"
  ON public.documents
  FOR SELECT
  USING (
    order_id IN (
      SELECT o.id FROM public.orders o
      JOIN public.customers c ON o.customer_id = c.id
      WHERE c.auth0_user_id = auth.uid()::text
    )
  );

-- Indexes
CREATE INDEX idx_documents_order ON public.documents(order_id);
CREATE INDEX idx_documents_status ON public.documents(status);

Verify Tables Created

• Click "Table Editor" in left sidebar
• You should see: customers, orders, documents tables
• Click each table to see the columns

Create Storage Bucket

• Click "Storage" in left sidebar
• Click "Create a new bucket"
• Name: customer-documents
• Public bucket: NO (keep private)
• File size limit: 10 MB
• Allowed MIME types: application/pdf, application/msword, application/vnd.openxmlformats-officedocument.wordprocessingml.document

Set Storage Policies

In the bucket settings, add these RLS policies:

-- Allow authenticated users to upload
CREATE POLICY "Authenticated users can upload"
ON storage.objects FOR INSERT
TO authenticated
WITH CHECK (bucket_id = 'customer-documents');

-- Allow users to view their own files
CREATE POLICY "Users can view own files"
ON storage.objects FOR SELECT
TO authenticated
USING (bucket_id = 'customer-documents' AND auth.uid()::text = (storage.foldername(name))[1]);