feat: add AI-powered finance and project risk analysis features with pgvector support for RAG embeddings

supabase/migrations/0005_add_advanced_crm_tables.sql

@@ -0,0 +1,30 @@
+-- 0005: Faz 7 - Advanced CRM Tables
+
+-- 1. Alter clients table to add CRM specific columns
+alter table public.clients
+add column if not exists pipeline_stage text default 'lead'::text check (pipeline_stage in ('lead', 'contacted', 'proposal_sent', 'won', 'lost')),
+add column if not exists next_follow_up_date timestamp with time zone,
+add column if not exists last_contact_date timestamp with time zone,
+add column if not exists client_value_score numeric(5,2) default 0;
+
+-- 2. Create client_activities table
+create table if not exists public.client_activities (
+  id uuid default uuid_generate_v4() primary key,
+  user_id uuid references auth.users(id) on delete cascade not null,
+  client_id uuid references public.clients(id) on delete cascade not null,
+  type text not null check (type in ('note', 'call', 'meeting', 'email')),
+  title text not null,
+  content text,
+  activity_date timestamp with time zone default timezone('utc'::text, now()) not null,
+  created_at timestamp with time zone default timezone('utc'::text, now()) not null,
+  updated_at timestamp with time zone default timezone('utc'::text, now()) not null
+);
+
+-- Enable RLS
+alter table public.client_activities enable row level security;
+
+-- Client Activities RLS
+create policy "Users can view their own client activities" on public.client_activities for select using (auth.uid() = user_id);
+create policy "Users can insert their own client activities" on public.client_activities for insert with check (auth.uid() = user_id);
+create policy "Users can update their own client activities" on public.client_activities for update using (auth.uid() = user_id);
+create policy "Users can delete their own client activities" on public.client_activities for delete using (auth.uid() = user_id);

supabase/migrations/0006_add_pgvector_and_embeddings.sql

@@ -0,0 +1,50 @@
+-- 0006: Faz 8 - pgvector & RAG Embeddings
+
+-- Enable the pgvector extension to work with embedding vectors
+create extension if not exists vector;
+
+-- Create a table to store document embeddings for RAG
+create table if not exists public.document_embeddings (
+  id uuid default uuid_generate_v4() primary key,
+  user_id uuid references auth.users(id) on delete cascade not null,
+  content text not null,
+  metadata jsonb, -- e.g. { "source_type": "note", "source_id": "123" }
+  embedding vector(1536), -- 1536 works for OpenAI text-embedding-3-small and text-embedding-ada-002
+  created_at timestamp with time zone default timezone('utc'::text, now()) not null
+);
+
+-- Enable RLS
+alter table public.document_embeddings enable row level security;
+
+create policy "Users can view their own embeddings" on public.document_embeddings for select using (auth.uid() = user_id);
+create policy "Users can insert their own embeddings" on public.document_embeddings for insert with check (auth.uid() = user_id);
+create policy "Users can update their own embeddings" on public.document_embeddings for update using (auth.uid() = user_id);
+create policy "Users can delete their own embeddings" on public.document_embeddings for delete using (auth.uid() = user_id);
+
+-- Create a function to similarity search for embeddings
+create or replace function match_documents (
+  query_embedding vector(1536),
+  match_count int default null,
+  filter_user_id uuid default null
+) returns table (
+  id uuid,
+  content text,
+  metadata jsonb,
+  similarity float
+)
+language plpgsql
+as $$
+#variable_conflict use_column
+begin
+  return query
+  select
+    document_embeddings.id,
+    document_embeddings.content,
+    document_embeddings.metadata,
+    1 - (document_embeddings.embedding <=> query_embedding) as similarity
+  from document_embeddings
+  where document_embeddings.user_id = filter_user_id
+  order by document_embeddings.embedding <=> query_embedding
+  limit match_count;
+end;
+$$;