113 lines
5.9 KiB
Markdown
113 lines
5.9 KiB
Markdown
# 2026-02-15
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## New Project: Deal Room (IB War Room)
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- **Owner:** Misha Muskepo (Michael, Johan's son) — michael@muskepo.com
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- **Context:** Misha + PE guys built a prototype in Lovable for Investment Bankers to share deal rooms
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- **Lovable project:** https://lovable.dev/projects/e77dd313-de8d-4261-82a5-9e80cd3b10ac
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- **Lovable is for IDEAS only** — not pixel-perfect design, treat as concept inspiration
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- **Johan's role:** Advisor, relaying feedback from the PE team
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- **James's role:** Project leader, architect, builder
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- **The PE guys know nothing about React** — they vibed with Lovable
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- **Michael is on Johan's Proton family plan**
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- **Hosting:** Hostkey VPS when ready
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### Architecture Decision: inou Pattern
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- Centralized RBAC (bitmask: read=1, write=2, delete=4, manage=8)
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- Single `entries` table holding all data as structured JSON
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- Raw files encrypted (AES-256-GCM) + compressed (zstd)
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- Document analysis + embeddings via K2.5 (like docsys)
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### Tech Stack
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- **Go + templ + HTMX + SQLite + Tailwind**
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- Single binary deployment, no JS build pipeline
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- Server-rendered HTML with HTMX for interactivity
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- Zero JS ecosystem maintenance
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### Zoom Call: Dr. Neel Madan
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- 2:00 PM ET — Sophia's MRI review (Dec 31, 2025 MRI)
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- Sent Johan Zoom link + reminders
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### Lovable Prototype: "Dealspace AI" (by Misha/Andrew)
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- **App name in prototype:** Dealspace AI
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- **Lovable account:** "Andrew's Lovable" — 49 iterations
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- **Preview URL pattern:** `id-preview--e77dd313-...lovable.app` (requires auth token)
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- **NOT published** to lovableproject.com yet
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- **NOT synced to GitHub** yet (button exists but not clicked)
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#### Features captured from screenshots:
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**Seller (Owner) view:**
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1. Dashboard — KPI cards (rooms, docs, deals, close prob %), active deals, activity feed
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2. Deal Rooms — table with stage, deal size ($55M-$200M), IOI/LOI dates, exclusivity countdown
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3. Request Lists — DD checklist with sections, Atlas AI assessment, confidence %, buyer/seller comments, CSV upload
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4. Analytics — engagement analytics, deal close probability from VDR signals, diligence %, recommendations
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5. Contacts — CRM with type (Buyer/Internal/Advisor), tags, company, last active
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6. Audit Log — immutable action log (upload/view/edit/download/comment/share)
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7. Settings, Platform Guide
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**Buyer (Viewer) view:**
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- Truncated: Dashboard, Deal Rooms, Request Lists, IC Memos, Platform Guide only
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- Sees only deals they're part of (buyer group segmentation)
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- No Analytics, Contacts, Audit Log, Settings
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**Atlas AI:**
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- Chat sidebar for document Q&A
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- Auto-assessment of DD completeness (fulfilled/partial/missing)
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- Edge functions: atlas-chat, compute-deal-score, folder-summary, generate-ic-memo
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**Demo data:** Apex Capital Partners, 4 deals (Aurora, Beacon, Catalyst, Delta), Sarah Chen (seller), James Park (buyer)
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#### Key concepts beyond basic VDR:
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- Request Lists with AI-powered DD assessment (killer feature)
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- Buyer group segmentation per deal (Horizon Partners, Meridian Capital)
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- Deal close probability computed from engagement signals
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- Exclusivity tracking with countdown
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- IOI/LOI date tracking
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- IC Memos (buyer-only)
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- CSV import for request lists
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### Infrastructure Notes
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- **x11vnc installed on forge** — `x11vnc -display :99 -passwd james -forever -rfbport 5900`
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- Johan can VNC from Mac: `vnc://192.168.1.16:5900` password: `james`
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- Chrome (real, not Chromium) running on forge port 9333 with Lovable session authenticated
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- Google 2FA blocks headless/automated Chrome from forge IP — always 500 after 2FA step
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### Project Files
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- `/home/johan/dev/dealroom/` — Go project scaffold (from first subagent)
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- `/home/johan/dev/dealroom/SPEC.md` — initial architecture spec
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- `/home/johan/dev/dealroom/ENHANCED_LOVABLE_SPEC.md` — spec from Lovable analysis (477 lines)
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- `/tmp/dealspace-src/` — partial source extraction (placeholders, not actual code)
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- **Still need:** actual source code from Lovable (GitHub sync or manual file reading)
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### Next Steps
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- Get Lovable synced to GitHub OR read source files one by one
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- Update SPEC.md with Lovable-specific features (request lists, Atlas AI, buyer groups)
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- Begin Go implementation
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## Dealspace AI — Evening Session (19:07-19:25)
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- Johan logged into Lovable on his Mac, couldn't sync to GitHub (not admin)
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- Created SMB share `smb://192.168.1.16/dealspace` for file transfer
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- Johan dumped all Lovable source files (flat, no folder structure) into the share
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- Got complete Supabase types.ts with 16 tables: organizations, profiles, deals, folders, files, diligence_requests, contacts, deal_activity, deal_scores, ai_insights, buyer_engagement, ic_memos, nda_records, tasks, user_roles, workflow_rules
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- Key enums: app_role (owner/admin/member/viewer), deal_stage (7 stages), request_status, etc.
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- Spawned analysis subagent (dealspace-lovable-analysis) to create LOVABLE-ANALYSIS.md
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- Spawned build subagent (dealspace-build) to implement the full Go app
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- Johan went to sleep ~19:20
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### Dealspace AI — Build Verified (20:11)
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- App compiles, runs, and serves all pages correctly
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- Full e2e test: login → demo auth → dashboard → deals → deal detail → contacts → audit → analytics → requests
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- Role-based nav working: buyer sees only Dashboard, Deal Rooms, Request Lists; seller sees everything
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- Buyer dashboard filters to assigned deals (1 vs 4)
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- 4 demo deals seeded: Project Aurora, Beacon, Cascade, Delta
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- 10 diligence requests with Atlas status indicators (fulfilled/partial/missing)
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- 8 contacts, 12 files across folders, 8 activity entries
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- Running on port 9300 for Johan to see: http://192.168.1.16:9300
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- Committed and pushed to zurich: 3720ed7
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## Matrix OS — Watch Only
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- Johan confirmed: interesting but too early to invest time in (matrix-os.com - AI-native OS where software is generated from conversation)
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- **Action:** Monitor in daily briefings, don't build anything yet
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- Track: releases, adoption, real-world usability, convergence with OpenClaw/agent workflows
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- Revisit when it matures or becomes actionable
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