feat: add AI-powered finance and project risk analysis features with pgvector support for RAG embeddings
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@@ -58,6 +58,8 @@ export async function createClientRecord(formData: FormData) {
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website: cleanWebsite(formData.get("website")),
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status: readStatus(formData.get("status")),
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notes: cleanText(formData.get("notes")),
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pipeline_stage: formData.get("pipeline_stage") ? String(formData.get("pipeline_stage")) : "lead",
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next_follow_up_date: cleanText(formData.get("next_follow_up_date")) || null,
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});
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if (error) {
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@@ -86,6 +88,8 @@ export async function updateClientRecord(formData: FormData) {
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website: cleanWebsite(formData.get("website")),
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status: readStatus(formData.get("status")),
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notes: cleanText(formData.get("notes")),
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pipeline_stage: formData.get("pipeline_stage") ? String(formData.get("pipeline_stage")) : "lead",
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next_follow_up_date: cleanText(formData.get("next_follow_up_date")) || null,
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})
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.eq("id", id)
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.eq("user_id", userId);
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