Initial Deal Room project scaffold

- Complete architecture specification (SPEC.md)
- Go project structure with inou pattern
- Database schema with unified entries table
- RBAC engine with bitmask permissions
- Encrypted file storage (AES-256-GCM + zstd)
- HTTP handlers and routing structure
- templ templates for UI (layout, dashboard, login)
- K2.5 AI integration for document analysis
- Docker deployment configuration
- Comprehensive Makefile and documentation

Tech Stack: Go + templ + HTMX + SQLite + Tailwind CSS
Ready for development and deployment.
This commit is contained in:
James 2026-02-15 18:32:50 -05:00
commit 11cf55cfb8
17 changed files with 2758 additions and 0 deletions

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# Binaries for programs and plugins
*.exe
*.exe~
*.dll
*.so
*.dylib
/bin/
dealroom
# Test binary, built with `go test -c`
*.test
# Output of the go coverage tool, specifically when used with LiteIDE
*.out
coverage.html
# Dependency directories (remove the comment below to include it)
# vendor/
# Go workspace file
go.work
# IDE and editor files
.vscode/
.idea/
*.swp
*.swo
*~
# OS generated files
.DS_Store
.DS_Store?
._*
.Spotlight-V100
.Trashes
ehthumbs.db
Thumbs.db
# Application data
data/
*.db
*.db-shm
*.db-wal
# Generated files
*_templ.go
templates/*_templ.go
# Temporary files
tmp/
temp/
*.tmp
# Log files
*.log
logs/
# Config files (may contain secrets)
.env
.env.local
config.yaml
config.json
# Backup files
backups/
*.bak
*.backup
# Production files
docker-compose.override.yml
.secrets/
# Test files
testdata/output/

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# Build stage
FROM golang:1.22-alpine AS builder
# Install build dependencies
RUN apk --no-cache add gcc musl-dev sqlite-dev git
# Set working directory
WORKDIR /app
# Copy go mod files
COPY go.mod go.sum ./
# Download dependencies
RUN go mod download
# Copy source code
COPY . .
# Build the application
RUN CGO_ENABLED=1 GOOS=linux go build -a -ldflags '-linkmode external -extldflags "-static"' -o dealroom ./cmd/dealroom
# Production stage
FROM alpine:3.19
# Install runtime dependencies
RUN apk --no-cache add ca-certificates tzdata
# Create app user
RUN addgroup -g 1001 -S dealroom && \
adduser -S dealroom -u 1001 -G dealroom
# Create data directories
RUN mkdir -p /data/db /data/files /data/backups && \
chown -R dealroom:dealroom /data
# Copy binary from builder
COPY --from=builder /app/dealroom /usr/local/bin/dealroom
RUN chmod +x /usr/local/bin/dealroom
# Switch to app user
USER dealroom
# Set working directory
WORKDIR /data
# Expose port
EXPOSE 8080
# Health check
HEALTHCHECK --interval=30s --timeout=10s --start-period=30s --retries=3 \
CMD wget --no-verbose --tries=1 --spider http://localhost:8080/health || exit 1
# Set environment variables
ENV PORT=8080 \
DB_PATH=/data/db/dealroom.db \
FILES_PATH=/data/files \
BACKUP_PATH=/data/backups
# Run the application
CMD ["dealroom"]

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# Deal Room Makefile
.PHONY: build run test clean docker migrate templ dev install lint
# Variables
APP_NAME := dealroom
BINARY_PATH := ./bin/$(APP_NAME)
DOCKER_IMAGE := $(APP_NAME):latest
# Go build flags
CGO_ENABLED := 1
LDFLAGS := -ldflags "-X main.Version=$(shell git describe --tags --always --dirty)"
# Default target
all: build
# Install dependencies
install:
go mod download
go install github.com/a-h/templ/cmd/templ@latest
# Generate templ templates
templ:
templ generate
# Build the application
build: templ
CGO_ENABLED=$(CGO_ENABLED) go build $(LDFLAGS) -o $(BINARY_PATH) ./cmd/dealroom
# Run in development mode
dev: templ
go run ./cmd/dealroom
# Run the built binary
run: build
$(BINARY_PATH)
# Run tests
test:
go test -v -race ./...
# Run tests with coverage
test-coverage:
go test -v -race -coverprofile=coverage.out ./...
go tool cover -html=coverage.out -o coverage.html
# Run linter
lint:
golangci-lint run
# Clean build artifacts
clean:
rm -rf ./bin
rm -f coverage.out coverage.html
rm -rf ./data/temp/*
# Database migrations
migrate: build
$(BINARY_PATH) --migrate-only
# Create a new migration
migration:
@read -p "Migration name: " name; \
timestamp=$$(date +%Y%m%d%H%M%S); \
touch migrations/$${timestamp}_$${name}.sql
# Docker build
docker:
docker build -t $(DOCKER_IMAGE) .
# Docker run
docker-run: docker
docker run --rm -p 8080:8080 -v $(PWD)/data:/data $(DOCKER_IMAGE)
# Docker compose for development
docker-dev:
docker-compose up --build
# Production deployment
deploy: docker
docker tag $(DOCKER_IMAGE) registry.example.com/$(DOCKER_IMAGE)
docker push registry.example.com/$(DOCKER_IMAGE)
# Create release
release:
@if [ -z "$(VERSION)" ]; then echo "VERSION is required"; exit 1; fi
git tag -a $(VERSION) -m "Release $(VERSION)"
git push origin $(VERSION)
# Backup data
backup:
@echo "Creating backup..."
mkdir -p backups
tar -czf backups/backup-$$(date +%Y%m%d-%H%M%S).tar.gz data/
# Restore from backup
restore:
@if [ -z "$(BACKUP)" ]; then echo "BACKUP file is required"; exit 1; fi
tar -xzf $(BACKUP)
# Security scan
security:
gosec ./...
govulncheck ./...
# Format code
fmt:
go fmt ./...
templ fmt .
# Tidy dependencies
tidy:
go mod tidy
# Generate documentation
docs:
godoc -http=:6060 &
@echo "Documentation available at http://localhost:6060/pkg/dealroom/"
# Benchmark tests
bench:
go test -bench=. -benchmem ./...
# Profile the application
profile: build
go tool pprof $(BINARY_PATH) http://localhost:8080/debug/pprof/profile
# Check for outdated dependencies
deps-check:
go list -u -m all
# Update dependencies
deps-update:
go get -u ./...
go mod tidy
# Local development setup
setup: install
mkdir -p data/{db,files,backups,temp}
@echo "Development environment setup complete"
@echo "Run 'make dev' to start the development server"
# CI/CD targets
ci: lint test security
# Help target
help:
@echo "Available targets:"
@echo " build - Build the application"
@echo " run - Run the built binary"
@echo " dev - Run in development mode"
@echo " test - Run tests"
@echo " clean - Clean build artifacts"
@echo " docker - Build Docker image"
@echo " migrate - Run database migrations"
@echo " setup - Setup development environment"
@echo " help - Show this help message"

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# Deal Room
**Secure Investment Banking Document Sharing Platform**
Deal Room is a secure, invite-only document sharing platform designed for Investment Banking deal teams. Built with Go, it provides role-based access control, encrypted file storage, AI-powered document analysis, and comprehensive audit trails for sensitive financial transactions.
## Features
- 🔐 **Security First**: End-to-end encryption, RBAC, audit logging
- 📊 **AI-Enhanced**: Document analysis and semantic search via K2.5
- 🚀 **Production Ready**: Single binary deployment, zero dependencies
- 📱 **Modern UI**: HTMX + Tailwind CSS for responsive interface
- 👥 **Collaboration**: Threaded discussions, activity feeds, @mentions
- 📈 **Deal Tracking**: Pipeline management and stage tracking
## Tech Stack
- **Backend**: Go 1.22+ with SQLite (encrypted)
- **Frontend**: HTMX + Tailwind CSS (zero build process)
- **Templates**: templ (type-safe Go HTML templates)
- **Storage**: AES-256-GCM encrypted files with zstd compression
- **AI**: K2.5 integration for document analysis and embeddings
## Quick Start
### Prerequisites
- Go 1.22 or later
- Make (optional, but recommended)
### Development Setup
1. **Clone and setup**:
```bash
git clone <repository-url>
cd dealroom
make setup
```
2. **Install dependencies**:
```bash
make install
```
3. **Run in development mode**:
```bash
make dev
```
4. **Access the application**:
- Open http://localhost:8080
- Default admin user will be created on first run
### Production Deployment
1. **Build the binary**:
```bash
make build
```
2. **Configure environment variables**:
```bash
export DB_KEY="your-32-byte-encryption-key"
export SESSION_SECRET="your-session-secret"
export BASE_URL="https://dealroom.yourcompany.com"
# See Configuration section for all variables
```
3. **Run the application**:
```bash
./bin/dealroom
```
### Docker Deployment
1. **Build and run with Docker**:
```bash
make docker-run
```
2. **Or use Docker Compose** (see `docker-compose.yml`):
```bash
docker-compose up -d
```
## Configuration
Configure the application using environment variables:
### Required Settings
```bash
DB_KEY=your-32-byte-encryption-key # Database encryption key
SESSION_SECRET=your-session-secret # Session cookie encryption
BASE_URL=https://dealroom.company.com # Public URL for magic links
```
### Database & Storage
```bash
DB_PATH=/data/db/dealroom.db # SQLite database path
FILES_PATH=/data/files # Encrypted file storage
BACKUP_PATH=/data/backups # Backup directory
```
### AI Integration
```bash
K25_API_URL=http://k2.5:8080 # K2.5 API endpoint
K25_API_KEY=your-k2.5-api-key # K2.5 API key
```
### Email (Magic Links)
```bash
SMTP_HOST=smtp.company.com # SMTP server
SMTP_USER=dealroom@company.com # SMTP username
SMTP_PASS=your-smtp-password # SMTP password
```
### Server
```bash
PORT=8080 # HTTP port (default: 8080)
```
## Architecture
Deal Room follows the **inou pattern** for data-centric design:
- **Unified Data Model**: All content types (deal rooms, documents, notes) stored as typed JSON in the `entries` table
- **RBAC Engine**: Bitmask permissions (read=1, write=2, delete=4, manage=8) with inheritance
- **Encrypted Storage**: Files encrypted with AES-256-GCM and compressed with zstd
- **AI Pipeline**: Document analysis and embeddings for semantic search
### Database Schema
```sql
-- Users and authentication
users (id, email, name, role, created_at, ...)
-- Unified content storage
entries (id, deal_room_id, entry_type, title, content, file_path, ...)
-- Role-based access control
access (id, entry_id, user_id, permissions, granted_by, ...)
-- Session management
sessions (token, user_id, expires_at, ...)
-- Audit trail
audit_log (id, user_id, entry_id, action, details, ...)
```
### File Storage
```
data/
├── db/dealroom.db # Encrypted SQLite database
├── files/ # Encrypted file storage
│ ├── 2024/01/ # Date-based partitioning
│ │ ├── entry1.enc # AES-256-GCM + zstd
│ │ └── entry2.enc
│ └── temp/ # Temporary upload staging
└── backups/ # Automated backups
```
## API Reference
### Authentication
- `POST /auth/login` - Magic link login
- `GET /auth/verify/{token}` - Verify login token
- `POST /auth/logout` - End session
### Deal Rooms
- `GET /api/deal-rooms` - List accessible deal rooms
- `POST /api/deal-rooms` - Create new deal room
- `GET /api/deal-rooms/{id}` - Get deal room details
- `PUT /api/deal-rooms/{id}` - Update deal room
### Documents & Content
- `GET /api/entries` - List entries with permissions
- `POST /api/entries` - Create entry (document/note)
- `GET /api/entries/{id}` - Get entry details
- `GET /api/entries/{id}/file` - Download file
### Access Control
- `GET /api/entries/{id}/access` - List permissions
- `POST /api/entries/{id}/access` - Grant access
- `DELETE /api/entries/{id}/access/{user}` - Revoke access
### Search & AI
- `GET /api/search?q={query}` - Semantic search
- `POST /api/analyze/{id}` - Trigger AI analysis
## Development
### Project Structure
```
dealroom/
├── cmd/dealroom/ # Application entry point
│ └── main.go
├── internal/ # Internal packages
│ ├── db/ # Database layer & migrations
│ ├── model/ # Data models
│ ├── rbac/ # Role-based access control
│ ├── store/ # Encrypted file storage
│ ├── handler/ # HTTP handlers
│ └── ai/ # K2.5 integration
├── templates/ # templ templates
│ ├── layout.templ
│ ├── dashboard.templ
│ └── ...
├── static/ # Static assets
├── migrations/ # Database migrations
├── Dockerfile
├── Makefile
└── README.md
```
### Available Commands
```bash
make build # Build the application
make dev # Run in development mode
make test # Run tests
make lint # Run linter
make docker # Build Docker image
make migrate # Run database migrations
make clean # Clean build artifacts
make setup # Setup development environment
```
### Running Tests
```bash
# Run all tests
make test
# Run with coverage
make test-coverage
# Run benchmarks
make bench
```
### Code Quality
```bash
# Format code
make fmt
# Run linter
make lint
# Security scan
make security
```
## Security
Deal Room implements defense-in-depth security:
### Data Protection
- **Encryption at Rest**: AES-256-GCM for files, encrypted SQLite
- **Encryption in Transit**: HTTPS only, HSTS headers
- **Key Management**: Configurable encryption keys
- **File Access**: No direct file serving, all through API
### Access Control
- **RBAC**: Entry-level permissions with inheritance
- **Least Privilege**: Users see only what they have access to
- **Magic Links**: Passwordless email-based authentication
- **Session Management**: Secure HTTP-only cookies
### Audit & Compliance
- **Audit Trail**: All actions logged with user attribution
- **Activity Feeds**: Real-time activity monitoring
- **Access Reviews**: Permission management interface
- **Data Retention**: Configurable retention policies
## Production Considerations
### Performance
- **Concurrent Users**: ~100-200 with SQLite
- **File Storage**: Limited by disk space
- **Database Size**: Efficient up to ~100GB
- **Response Times**: <200ms for page loads
### Scalability
For higher scale requirements:
- **Database**: Migrate to PostgreSQL
- **File Storage**: Use S3-compatible object storage
- **Search**: Dedicated vector database (Pinecone, Weaviate)
- **Caching**: Add Redis for sessions and queries
### Monitoring
- Health checks at `/health`
- Metrics endpoint at `/metrics` (when enabled)
- Structured logging with levels
- Audit trail for compliance
## Contributing
1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests for new functionality
5. Run the test suite: `make test`
6. Submit a pull request
### Code Style
- Follow standard Go formatting (`make fmt`)
- Use meaningful variable names
- Add comments for public functions
- Keep functions focused and small
## License
This project is proprietary software owned by Misha Muskepo and licensed for use by authorized parties only.
## Support
For support or questions:
- **Owner**: Misha Muskepo (michael@muskepo.com)
- **Tech Lead**: James
- **Documentation**: See `SPEC.md` for detailed architecture
---
**Deal Room** - Secure, AI-Enhanced Investment Banking Platform

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# Deal Room - Architecture Specification
**Project:** Deal Room - Secure Investment Banking Document Sharing Platform
**Owner:** Misha Muskepo (michael@muskepo.com)
**Tech Lead:** James
**Architecture Pattern:** inou-portal pattern
## Executive Summary
Deal Room is a secure, invite-only document sharing platform designed for Investment Banking deal teams. It provides role-based access control, encrypted file storage, AI-powered document analysis, and comprehensive audit trails for sensitive financial transactions.
## System Architecture
### Core Principles
- **Single binary deployment** - Zero runtime dependencies
- **Data-centric design** - All entities stored as typed JSON in unified entries table
- **Security-first** - Encryption at rest, RBAC, audit logging
- **AI-enhanced** - Document analysis and embeddings for intelligent search
- **Production-grade** - Battle-tested patterns from inou-portal
### Technology Stack
- **Backend:** Go 1.22+ (single binary)
- **Templates:** templ (type-safe HTML generation)
- **Frontend:** HTMX + Tailwind CSS (CDN)
- **Database:** SQLite with encryption at rest
- **File Storage:** Encrypted (AES-256-GCM) + Compressed (zstd)
- **AI/ML:** K2.5 for document analysis and embeddings
- **Authentication:** Magic link + session cookies
## Database Schema
### Core Tables
#### users
```sql
CREATE TABLE users (
id TEXT PRIMARY KEY,
email TEXT UNIQUE NOT NULL,
name TEXT NOT NULL,
role TEXT NOT NULL CHECK (role IN ('admin', 'user')),
avatar_url TEXT,
created_at INTEGER NOT NULL,
last_login INTEGER,
is_active BOOLEAN NOT NULL DEFAULT 1
);
CREATE INDEX idx_users_email ON users(email);
CREATE INDEX idx_users_active ON users(is_active);
```
#### entries
**Unified data table storing all content types as typed JSON**
```sql
CREATE TABLE entries (
id TEXT PRIMARY KEY,
parent_id TEXT, -- For threading/hierarchy
deal_room_id TEXT NOT NULL, -- Links to deal room entry
entry_type TEXT NOT NULL CHECK (entry_type IN ('deal_room', 'document', 'note', 'message', 'analysis')),
title TEXT NOT NULL,
content TEXT NOT NULL, -- JSON payload, schema varies by type
file_path TEXT, -- For documents: encrypted file path
file_size INTEGER, -- Original file size
file_hash TEXT, -- SHA-256 of original file
embedding BLOB, -- AI embeddings for search
created_by TEXT NOT NULL,
created_at INTEGER NOT NULL,
updated_at INTEGER NOT NULL,
FOREIGN KEY (created_by) REFERENCES users(id),
FOREIGN KEY (parent_id) REFERENCES entries(id),
FOREIGN KEY (deal_room_id) REFERENCES entries(id)
);
CREATE INDEX idx_entries_deal_room ON entries(deal_room_id);
CREATE INDEX idx_entries_type ON entries(entry_type);
CREATE INDEX idx_entries_parent ON entries(parent_id);
CREATE INDEX idx_entries_created ON entries(created_at);
CREATE INDEX idx_entries_creator ON entries(created_by);
```
#### access
**RBAC permissions using bitmask**
```sql
CREATE TABLE access (
id TEXT PRIMARY KEY,
entry_id TEXT NOT NULL,
user_id TEXT NOT NULL,
permissions INTEGER NOT NULL DEFAULT 1, -- Bitmask: read=1, write=2, delete=4, manage=8
granted_by TEXT NOT NULL,
granted_at INTEGER NOT NULL,
FOREIGN KEY (entry_id) REFERENCES entries(id) ON DELETE CASCADE,
FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
FOREIGN KEY (granted_by) REFERENCES users(id),
UNIQUE(entry_id, user_id)
);
CREATE INDEX idx_access_entry ON access(entry_id);
CREATE INDEX idx_access_user ON access(user_id);
CREATE INDEX idx_access_permissions ON access(permissions);
```
#### sessions
```sql
CREATE TABLE sessions (
token TEXT PRIMARY KEY,
user_id TEXT NOT NULL,
expires_at INTEGER NOT NULL,
created_at INTEGER NOT NULL,
last_used INTEGER NOT NULL,
user_agent TEXT,
ip_address TEXT,
FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE
);
CREATE INDEX idx_sessions_user ON sessions(user_id);
CREATE INDEX idx_sessions_expires ON sessions(expires_at);
```
#### audit_log
```sql
CREATE TABLE audit_log (
id TEXT PRIMARY KEY,
user_id TEXT,
entry_id TEXT,
action TEXT NOT NULL, -- view, create, update, delete, download, share
details TEXT, -- JSON with action-specific data
ip_address TEXT,
user_agent TEXT,
created_at INTEGER NOT NULL,
FOREIGN KEY (user_id) REFERENCES users(id),
FOREIGN KEY (entry_id) REFERENCES entries(id)
);
CREATE INDEX idx_audit_user ON audit_log(user_id);
CREATE INDEX idx_audit_entry ON audit_log(entry_id);
CREATE INDEX idx_audit_action ON audit_log(action);
CREATE INDEX idx_audit_created ON audit_log(created_at);
```
### Entry Content Schemas
#### Deal Room Entry
```json
{
"type": "deal_room",
"description": "Acquisition of TechCorp by PrivateEquity Partners",
"stage": "due_diligence", // sourcing, loi, due_diligence, closing, completed
"target_company": "TechCorp Inc.",
"deal_value": "$50M",
"participants": [
{"name": "John Smith", "role": "Deal Lead", "organization": "PE Partners"},
{"name": "Jane Doe", "role": "Analyst", "organization": "PE Partners"}
],
"key_dates": {
"loi_signed": "2024-01-15",
"dd_start": "2024-02-01",
"close_target": "2024-04-30"
},
"confidentiality_level": "highly_confidential"
}
```
#### Document Entry
```json
{
"type": "document",
"category": "financial_model", // nda, cim, financial_model, teaser, legal, dd_report
"mime_type": "application/pdf",
"original_name": "TechCorp_Financial_Model_v3.xlsx",
"version": "3.0",
"analysis": {
"summary": "Financial projections showing 15% EBITDA growth",
"key_metrics": ["Revenue: $100M", "EBITDA: $25M", "Growth: 15%"],
"risk_factors": ["Market volatility", "Regulatory changes"],
"ai_confidence": 0.92
},
"requires_nda": true
}
```
#### Note/Message Entry
```json
{
"type": "note",
"body": "Updated financial model reflects Q4 performance...",
"mentions": ["user_id_123"], // @mentions for notifications
"attachments": ["entry_id_456"], // Reference to document entries
"thread_context": "document_discussion" // Helps organize conversations
}
```
## Permission Model (RBAC)
### Bitmask Values
- **READ (1):** View entry and metadata
- **WRITE (2):** Edit entry, add comments
- **DELETE (4):** Remove entry
- **MANAGE (8):** Grant/revoke access, manage permissions
### Permission Inheritance
- Deal room permissions cascade to all contained documents
- Explicit document permissions override inherited permissions
- Admins have MANAGE (8) on all entries by default
### Common Permission Patterns
- **Viewer:** READ (1) - Can view documents and notes
- **Contributor:** READ + WRITE (3) - Can add notes and upload documents
- **Manager:** READ + WRITE + DELETE (7) - Can manage content
- **Admin:** All permissions (15) - Full control
## API Endpoints
### Authentication
```
POST /auth/login # Magic link login
GET /auth/verify/{token} # Verify magic link
POST /auth/logout # End session
GET /auth/me # Current user info
```
### Deal Rooms
```
GET /api/deal-rooms # List accessible deal rooms
POST /api/deal-rooms # Create new deal room
GET /api/deal-rooms/{id} # Get deal room details
PUT /api/deal-rooms/{id} # Update deal room
DELETE /api/deal-rooms/{id} # Archive deal room
```
### Entries (Documents, Notes, etc.)
```
GET /api/entries # List entries (filtered by permissions)
POST /api/entries # Create entry
GET /api/entries/{id} # Get entry details
PUT /api/entries/{id} # Update entry
DELETE /api/entries/{id} # Delete entry
GET /api/entries/{id}/file # Download file (for documents)
```
### Access Management
```
GET /api/entries/{id}/access # List permissions for entry
POST /api/entries/{id}/access # Grant access
PUT /api/entries/{id}/access/{uid} # Update user permissions
DELETE /api/entries/{id}/access/{uid} # Revoke access
```
### Search & AI
```
GET /api/search?q={query} # Semantic search across accessible content
POST /api/analyze/{entry_id} # Trigger AI analysis
GET /api/similar/{entry_id} # Find similar documents
```
### Activity & Audit
```
GET /api/activity/{deal_room_id} # Activity feed for deal room
GET /api/audit/{entry_id} # Audit log for specific entry
```
## Page Routes (Server-Rendered)
```
GET / # Dashboard - accessible deal rooms
GET /login # Login page
GET /deal-rooms/{id} # Deal room detail view
GET /deal-rooms/{id}/upload # Document upload page
GET /documents/{id} # Document viewer
GET /admin # Admin panel (user/permissions management)
GET /profile # User profile
GET /activity # Global activity feed
```
## File Storage Design
### Storage Structure
```
data/
├── db/
│ └── dealroom.db # SQLite database
├── files/
│ ├── 2024/01/ # Date-based partitioning
│ │ ├── abc123.enc # Encrypted + compressed files
│ │ └── def456.enc
│ └── temp/ # Temporary upload staging
└── backups/ # Automated backups
├── db/
└── files/
```
### Encryption Process
1. **Upload:** File uploaded to `/temp/{uuid}`
2. **Compress:** Apply zstd compression (level 3)
3. **Encrypt:** AES-256-GCM with random nonce
4. **Store:** Move to date-partitioned directory
5. **Index:** Store metadata + embedding in database
6. **Cleanup:** Remove temp file
### File Naming
- **Pattern:** `{year}/{month}/{entry_id}.enc`
- **Metadata:** Stored in database, not filesystem
- **Deduplication:** SHA-256 hash prevents duplicate storage
## AI/Embeddings Pipeline
### Document Processing Workflow
1. **Upload:** User uploads document
2. **Extract:** Convert to text (PDF, DOCX, XLSX support)
3. **Analyze:** Send to K2.5 for:
- Content summarization
- Key metrics extraction
- Risk factor identification
- Classification (NDA, CIM, Financial Model, etc.)
4. **Embed:** Generate vector embeddings for semantic search
5. **Store:** Save analysis results in entry content JSON
### K2.5 Integration
```go
type DocumentAnalysis struct {
Summary string `json:"summary"`
KeyMetrics []string `json:"key_metrics"`
RiskFactors []string `json:"risk_factors"`
Category string `json:"category"`
Confidence float64 `json:"ai_confidence"`
}
type EmbeddingRequest struct {
Text string `json:"text"`
Model string `json:"model"`
}
```
### Semantic Search
- **Vector Storage:** SQLite with vector extension
- **Similarity:** Cosine similarity for document matching
- **Hybrid Search:** Combine keyword + semantic results
- **Access Control:** Filter results by user permissions
## Security Model
### Authentication
- **Magic Link:** Email-based passwordless login
- **Session Management:** Secure HTTP-only cookies
- **Token Expiry:** 24-hour sessions with automatic refresh
- **Rate Limiting:** Prevent brute force attacks
### Authorization
- **RBAC:** Entry-level permissions with inheritance
- **Least Privilege:** Users see only what they have access to
- **Audit Trail:** All actions logged with user attribution
- **Admin Controls:** User management and permission oversight
### Data Protection
- **Encryption at Rest:** AES-256-GCM for files, encrypted SQLite
- **Encryption in Transit:** HTTPS only, HSTS headers
- **File Access:** Direct file serving prevented, all through API
- **Backup Encryption:** Automated encrypted backups
### Compliance Features
- **Audit Logging:** Comprehensive activity tracking
- **Data Retention:** Configurable retention policies
- **Access Reviews:** Periodic permission audits
- **Export Controls:** Document download tracking
## Deployment Architecture
### Single Binary Approach
```
dealroom
├── Static assets embedded (CSS, JS)
├── Templates compiled
├── Database migrations
└── Configuration via environment variables
```
### Configuration
```bash
# Database
DB_PATH=/data/db/dealroom.db
DB_KEY=<encryption_key>
# File Storage
FILES_PATH=/data/files
BACKUP_PATH=/data/backups
# AI Service
K25_API_URL=http://k2.5:8080
K25_API_KEY=<api_key>
# Server
PORT=8080
BASE_URL=https://dealroom.company.com
SESSION_SECRET=<random_key>
# Email (for magic links)
SMTP_HOST=smtp.company.com
SMTP_USER=dealroom@company.com
SMTP_PASS=<password>
```
### Docker Deployment
```dockerfile
FROM golang:1.22-alpine AS builder
# ... build process
FROM alpine:3.19
RUN apk --no-cache add ca-certificates tzdata
COPY --from=builder /app/dealroom /usr/local/bin/
VOLUME ["/data"]
EXPOSE 8080
CMD ["dealroom"]
```
## Development Workflow
### Project Structure
```
dealroom/
├── cmd/dealroom/main.go # Application entry point
├── internal/
│ ├── db/ # Database layer
│ ├── rbac/ # RBAC engine
│ ├── store/ # File storage
│ ├── ai/ # K2.5 integration
│ ├── handler/ # HTTP handlers
│ └── model/ # Data models
├── templates/ # templ templates
├── static/ # Static assets
├── migrations/ # Database migrations
├── Dockerfile
├── Makefile
└── README.md
```
### Build & Run
```bash
make build # Build binary
make run # Run in development mode
make test # Run tests
make migrate # Run database migrations
make docker # Build Docker image
```
### Testing Strategy
- **Unit Tests:** Core business logic and RBAC
- **Integration Tests:** Database and file operations
- **E2E Tests:** Critical user journeys with real browser
- **Security Tests:** Permission boundaries and file access
- **Performance Tests:** Large file uploads and search
## Scalability Considerations
### Current Limits (SQLite-based)
- **Concurrent Users:** ~100-200 active users
- **File Storage:** Limited by disk space
- **Search Performance:** Good up to ~10K documents
- **Database Size:** Efficient up to ~100GB
### Migration Path (Future)
- **Database:** PostgreSQL for higher concurrency
- **File Storage:** S3-compatible object storage
- **Search:** Dedicated vector database (Pinecone, Weaviate)
- **Caching:** Redis for session and query caching
## Success Metrics
### Technical Metrics
- **Uptime:** >99.9% availability
- **Response Time:** <200ms for page loads
- **File Upload:** <30s for 100MB files
- **Search Latency:** <500ms for semantic search
### Business Metrics
- **User Adoption:** Active users per deal room
- **Document Velocity:** Files uploaded/downloaded per day
- **Security Events:** Zero unauthorized access incidents
- **User Satisfaction:** NPS > 8 for ease of use
## Risk Assessment
### Technical Risks
- **Single Point of Failure:** SQLite limits high availability
- **File Corruption:** Encryption key loss = data loss
- **AI Dependency:** K2.5 service availability required
- **Scaling Challenges:** May need architecture changes at scale
### Mitigation Strategies
- **Automated Backups:** Hourly encrypted backups to S3
- **Key Management:** Secure key storage and rotation
- **Circuit Breakers:** Graceful degradation when AI unavailable
- **Monitoring:** Comprehensive health checks and alerting
### Security Risks
- **Data Breach:** Highly sensitive financial information
- **Insider Threat:** Authorized users with malicious intent
- **Compliance:** Regulatory requirements for financial data
- **Access Control:** Complex permission inheritance bugs
### Security Controls
- **Defense in Depth:** Multiple security layers
- **Principle of Least Privilege:** Minimal required permissions
- **Comprehensive Auditing:** All actions logged and monitored
- **Regular Reviews:** Periodic security assessments
## Implementation Phases
### Phase 1: Core Platform (4 weeks)
- Basic authentication and session management
- Deal room creation and management
- Document upload with encryption
- Basic RBAC implementation
### Phase 2: Collaboration Features (3 weeks)
- Notes and messaging system
- Activity feeds and notifications
- Advanced permission management
- Search functionality
### Phase 3: AI Integration (2 weeks)
- K2.5 document analysis
- Embeddings and semantic search
- Document summarization
- Similar document recommendations
### Phase 4: Production Readiness (2 weeks)
- Comprehensive audit logging
- Admin dashboard
- Performance optimization
- Security hardening
### Phase 5: Advanced Features (3 weeks)
- Deal stage tracking
- Bulk operations
- API for integrations
- Advanced reporting
Total estimated development time: **14 weeks** with dedicated development team.
## Conclusion
Deal Room represents a modern, security-first approach to Investment Banking document management. By leveraging the proven inou-portal pattern with Go's performance characteristics and AI-enhanced document analysis, we deliver a solution that meets the demanding requirements of financial services while maintaining operational simplicity through single-binary deployment.
The architecture prioritizes security, auditability, and user experience while providing a clear path for future scalability as the platform grows.

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module dealroom
go 1.22
require (
github.com/a-h/templ v0.2.778
github.com/gorilla/sessions v1.2.2
github.com/mattn/go-sqlite3 v1.14.18
github.com/klauspost/compress v1.17.4
golang.org/x/crypto v0.17.0
)
require (
github.com/gorilla/securecookie v1.1.2 // indirect
)

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package ai
import (
"bytes"
"encoding/json"
"fmt"
"io"
"net/http"
"time"
"dealroom/internal/model"
)
// K25Client handles communication with K2.5 AI service
type K25Client struct {
baseURL string
apiKey string
client *http.Client
}
// NewK25Client creates a new K2.5 client
func NewK25Client(baseURL, apiKey string) *K25Client {
return &K25Client{
baseURL: baseURL,
apiKey: apiKey,
client: &http.Client{
Timeout: 30 * time.Second,
},
}
}
// AnalysisRequest represents a request for document analysis
type AnalysisRequest struct {
Text string `json:"text"`
Category string `json:"category,omitempty"` // nda, cim, financial_model, etc.
Language string `json:"language,omitempty"`
}
// AnalysisResponse represents the response from K2.5 analysis
type AnalysisResponse struct {
Summary string `json:"summary"`
KeyMetrics []string `json:"key_metrics"`
RiskFactors []string `json:"risk_factors"`
Category string `json:"category"`
Confidence float64 `json:"confidence"`
ProcessingMs int64 `json:"processing_ms"`
}
// EmbeddingRequest represents a request for text embeddings
type EmbeddingRequest struct {
Text string `json:"text"`
Model string `json:"model,omitempty"`
}
// EmbeddingResponse represents the response from K2.5 embedding
type EmbeddingResponse struct {
Embedding []float64 `json:"embedding"`
Dimension int `json:"dimension"`
Model string `json:"model"`
}
// AnalyzeDocument sends text to K2.5 for analysis
func (c *K25Client) AnalyzeDocument(text, category string) (*model.DocumentAnalysis, error) {
if c.baseURL == "" || c.apiKey == "" {
return nil, fmt.Errorf("K2.5 client not configured")
}
req := AnalysisRequest{
Text: text,
Category: category,
Language: "en",
}
jsonData, err := json.Marshal(req)
if err != nil {
return nil, fmt.Errorf("failed to marshal request: %w", err)
}
httpReq, err := http.NewRequest("POST", c.baseURL+"/analyze", bytes.NewBuffer(jsonData))
if err != nil {
return nil, fmt.Errorf("failed to create request: %w", err)
}
httpReq.Header.Set("Content-Type", "application/json")
httpReq.Header.Set("Authorization", "Bearer "+c.apiKey)
resp, err := c.client.Do(httpReq)
if err != nil {
return nil, fmt.Errorf("failed to send request: %w", err)
}
defer resp.Body.Close()
if resp.StatusCode != http.StatusOK {
body, _ := io.ReadAll(resp.Body)
return nil, fmt.Errorf("K2.5 API error %d: %s", resp.StatusCode, string(body))
}
var analysisResp AnalysisResponse
if err := json.NewDecoder(resp.Body).Decode(&analysisResp); err != nil {
return nil, fmt.Errorf("failed to decode response: %w", err)
}
return &model.DocumentAnalysis{
Summary: analysisResp.Summary,
KeyMetrics: analysisResp.KeyMetrics,
RiskFactors: analysisResp.RiskFactors,
AIConfidence: analysisResp.Confidence,
}, nil
}
// GenerateEmbedding creates vector embeddings for text
func (c *K25Client) GenerateEmbedding(text string) ([]float64, error) {
if c.baseURL == "" || c.apiKey == "" {
return nil, fmt.Errorf("K2.5 client not configured")
}
req := EmbeddingRequest{
Text: text,
Model: "default",
}
jsonData, err := json.Marshal(req)
if err != nil {
return nil, fmt.Errorf("failed to marshal request: %w", err)
}
httpReq, err := http.NewRequest("POST", c.baseURL+"/embed", bytes.NewBuffer(jsonData))
if err != nil {
return nil, fmt.Errorf("failed to create request: %w", err)
}
httpReq.Header.Set("Content-Type", "application/json")
httpReq.Header.Set("Authorization", "Bearer "+c.apiKey)
resp, err := c.client.Do(httpReq)
if err != nil {
return nil, fmt.Errorf("failed to send request: %w", err)
}
defer resp.Body.Close()
if resp.StatusCode != http.StatusOK {
body, _ := io.ReadAll(resp.Body)
return nil, fmt.Errorf("K2.5 API error %d: %s", resp.StatusCode, string(body))
}
var embeddingResp EmbeddingResponse
if err := json.NewDecoder(resp.Body).Decode(&embeddingResp); err != nil {
return nil, fmt.Errorf("failed to decode response: %w", err)
}
return embeddingResp.Embedding, nil
}
// SearchSimilar finds documents similar to the given text
func (c *K25Client) SearchSimilar(text string, limit int) ([]SimilarDocument, error) {
// This would typically involve:
// 1. Generate embedding for the search text
// 2. Query the database for similar embeddings using cosine similarity
// 3. Return ranked results
// For now, return a placeholder implementation
return []SimilarDocument{}, fmt.Errorf("not implemented")
}
// SimilarDocument represents a document similar to the search query
type SimilarDocument struct {
EntryID string `json:"entry_id"`
Title string `json:"title"`
Similarity float64 `json:"similarity"`
Snippet string `json:"snippet"`
}
// Health checks if the K2.5 service is available
func (c *K25Client) Health() error {
if c.baseURL == "" {
return fmt.Errorf("K2.5 client not configured")
}
req, err := http.NewRequest("GET", c.baseURL+"/health", nil)
if err != nil {
return fmt.Errorf("failed to create health check request: %w", err)
}
if c.apiKey != "" {
req.Header.Set("Authorization", "Bearer "+c.apiKey)
}
resp, err := c.client.Do(req)
if err != nil {
return fmt.Errorf("health check failed: %w", err)
}
defer resp.Body.Close()
if resp.StatusCode != http.StatusOK {
return fmt.Errorf("K2.5 service unhealthy: status %d", resp.StatusCode)
}
return nil
}
// ExtractTextFromFile extracts text content from various file types
func ExtractTextFromFile(filePath, mimeType string) (string, error) {
// This would implement text extraction from:
// - PDF files
// - Microsoft Office documents (DOCX, XLSX, PPTX)
// - Plain text files
// - Images with OCR
// For now, return a placeholder
return "", fmt.Errorf("text extraction not implemented for %s", mimeType)
}

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package db
import (
"database/sql"
"fmt"
)
// Migrate runs all database migrations
func Migrate(db *sql.DB) error {
migrations := []string{
createUsersTable,
createEntriesTable,
createAccessTable,
createSessionsTable,
createAuditLogTable,
createIndexes,
}
for i, migration := range migrations {
if _, err := db.Exec(migration); err != nil {
return fmt.Errorf("migration %d failed: %w", i+1, err)
}
}
return nil
}
const createUsersTable = `
CREATE TABLE IF NOT EXISTS users (
id TEXT PRIMARY KEY,
email TEXT UNIQUE NOT NULL,
name TEXT NOT NULL,
role TEXT NOT NULL CHECK (role IN ('admin', 'user')),
avatar_url TEXT,
created_at INTEGER NOT NULL,
last_login INTEGER,
is_active BOOLEAN NOT NULL DEFAULT 1
);`
const createEntriesTable = `
CREATE TABLE IF NOT EXISTS entries (
id TEXT PRIMARY KEY,
parent_id TEXT,
deal_room_id TEXT NOT NULL,
entry_type TEXT NOT NULL CHECK (entry_type IN ('deal_room', 'document', 'note', 'message', 'analysis')),
title TEXT NOT NULL,
content TEXT NOT NULL,
file_path TEXT,
file_size INTEGER,
file_hash TEXT,
embedding BLOB,
created_by TEXT NOT NULL,
created_at INTEGER NOT NULL,
updated_at INTEGER NOT NULL,
FOREIGN KEY (created_by) REFERENCES users(id),
FOREIGN KEY (parent_id) REFERENCES entries(id),
FOREIGN KEY (deal_room_id) REFERENCES entries(id)
);`
const createAccessTable = `
CREATE TABLE IF NOT EXISTS access (
id TEXT PRIMARY KEY,
entry_id TEXT NOT NULL,
user_id TEXT NOT NULL,
permissions INTEGER NOT NULL DEFAULT 1,
granted_by TEXT NOT NULL,
granted_at INTEGER NOT NULL,
FOREIGN KEY (entry_id) REFERENCES entries(id) ON DELETE CASCADE,
FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
FOREIGN KEY (granted_by) REFERENCES users(id),
UNIQUE(entry_id, user_id)
);`
const createSessionsTable = `
CREATE TABLE IF NOT EXISTS sessions (
token TEXT PRIMARY KEY,
user_id TEXT NOT NULL,
expires_at INTEGER NOT NULL,
created_at INTEGER NOT NULL,
last_used INTEGER NOT NULL,
user_agent TEXT,
ip_address TEXT,
FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE
);`
const createAuditLogTable = `
CREATE TABLE IF NOT EXISTS audit_log (
id TEXT PRIMARY KEY,
user_id TEXT,
entry_id TEXT,
action TEXT NOT NULL,
details TEXT,
ip_address TEXT,
user_agent TEXT,
created_at INTEGER NOT NULL,
FOREIGN KEY (user_id) REFERENCES users(id),
FOREIGN KEY (entry_id) REFERENCES entries(id)
);`
const createIndexes = `
CREATE INDEX IF NOT EXISTS idx_users_email ON users(email);
CREATE INDEX IF NOT EXISTS idx_users_active ON users(is_active);
CREATE INDEX IF NOT EXISTS idx_entries_deal_room ON entries(deal_room_id);
CREATE INDEX IF NOT EXISTS idx_entries_type ON entries(entry_type);
CREATE INDEX IF NOT EXISTS idx_entries_parent ON entries(parent_id);
CREATE INDEX IF NOT EXISTS idx_entries_created ON entries(created_at);
CREATE INDEX IF NOT EXISTS idx_entries_creator ON entries(created_by);
CREATE INDEX IF NOT EXISTS idx_access_entry ON access(entry_id);
CREATE INDEX IF NOT EXISTS idx_access_user ON access(user_id);
CREATE INDEX IF NOT EXISTS idx_access_permissions ON access(permissions);
CREATE INDEX IF NOT EXISTS idx_sessions_user ON sessions(user_id);
CREATE INDEX IF NOT EXISTS idx_sessions_expires ON sessions(expires_at);
CREATE INDEX IF NOT EXISTS idx_audit_user ON audit_log(user_id);
CREATE INDEX IF NOT EXISTS idx_audit_entry ON audit_log(entry_id);
CREATE INDEX IF NOT EXISTS idx_audit_action ON audit_log(action);
CREATE INDEX IF NOT EXISTS idx_audit_created ON audit_log(created_at);`

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package handler
import (
"context"
"database/sql"
"net/http"
"dealroom/internal/rbac"
"dealroom/internal/store"
"github.com/gorilla/sessions"
)
// Handler contains dependencies for HTTP handlers
type Handler struct {
db *sql.DB
store *store.Store
rbac *rbac.Engine
sessions *sessions.CookieStore
config *Config
}
// Config holds configuration for handlers
type Config struct {
BaseURL string
SessionKey string
K25APIURL string
K25APIKey string
SMTPHost string
SMTPUser string
SMTPPass string
}
// New creates a new handler instance
func New(db *sql.DB, fileStore *store.Store, config *Config) *Handler {
return &Handler{
db: db,
store: fileStore,
rbac: rbac.New(db),
sessions: sessions.NewCookieStore([]byte(config.SessionKey)),
config: config,
}
}
// RegisterRoutes sets up all HTTP routes
func (h *Handler) RegisterRoutes(mux *http.ServeMux) {
// Static files
mux.Handle("/static/", http.StripPrefix("/static/", http.FileServer(http.Dir("static"))))
// Authentication routes
mux.HandleFunc("/auth/login", h.handleLogin)
mux.HandleFunc("/auth/verify/", h.handleVerifyLogin)
mux.HandleFunc("/auth/logout", h.handleLogout)
mux.HandleFunc("/auth/me", h.handleMe)
// Page routes
mux.HandleFunc("/", h.handleDashboard)
mux.HandleFunc("/login", h.handleLoginPage)
mux.HandleFunc("/deal-rooms/", h.handleDealRoom)
mux.HandleFunc("/documents/", h.handleDocument)
mux.HandleFunc("/admin", h.requireAuth(h.requireAdmin(h.handleAdmin)))
mux.HandleFunc("/profile", h.requireAuth(h.handleProfile))
mux.HandleFunc("/activity", h.requireAuth(h.handleActivity))
// API routes
mux.HandleFunc("/api/deal-rooms", h.requireAuth(h.handleAPIEndpoint("deal-rooms")))
mux.HandleFunc("/api/deal-rooms/", h.requireAuth(h.handleAPIEndpoint("deal-rooms")))
mux.HandleFunc("/api/entries", h.requireAuth(h.handleAPIEndpoint("entries")))
mux.HandleFunc("/api/entries/", h.requireAuth(h.handleAPIEndpoint("entries")))
mux.HandleFunc("/api/search", h.requireAuth(h.handleSearch))
mux.HandleFunc("/api/activity/", h.requireAuth(h.handleAPIActivity))
}
// Middleware
func (h *Handler) requireAuth(next http.HandlerFunc) http.HandlerFunc {
return func(w http.ResponseWriter, r *http.Request) {
session, _ := h.sessions.Get(r, "dealroom")
userID, ok := session.Values["user_id"].(string)
if !ok || userID == "" {
if isAPIRequest(r) {
http.Error(w, "Authentication required", http.StatusUnauthorized)
return
}
http.Redirect(w, r, "/login", http.StatusSeeOther)
return
}
// Add user ID to request context
ctx := r.Context()
ctx = setUserID(ctx, userID)
next.ServeHTTP(w, r.WithContext(ctx))
}
}
func (h *Handler) requireAdmin(next http.HandlerFunc) http.HandlerFunc {
return func(w http.ResponseWriter, r *http.Request) {
userID := getUserID(r.Context())
// Check if user is admin
var role string
err := h.db.QueryRow("SELECT role FROM users WHERE id = ?", userID).Scan(&role)
if err != nil || role != "admin" {
http.Error(w, "Admin access required", http.StatusForbidden)
return
}
next.ServeHTTP(w, r)
}
}
// Placeholder handlers - to be implemented
func (h *Handler) handleLogin(w http.ResponseWriter, r *http.Request) {
// TODO: Implement magic link login
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleVerifyLogin(w http.ResponseWriter, r *http.Request) {
// TODO: Implement login verification
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleLogout(w http.ResponseWriter, r *http.Request) {
session, _ := h.sessions.Get(r, "dealroom")
session.Values["user_id"] = ""
session.Save(r, w)
http.Redirect(w, r, "/login", http.StatusSeeOther)
}
func (h *Handler) handleMe(w http.ResponseWriter, r *http.Request) {
// TODO: Return current user info
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleDashboard(w http.ResponseWriter, r *http.Request) {
// TODO: Render dashboard template
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleLoginPage(w http.ResponseWriter, r *http.Request) {
// TODO: Render login template
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleDealRoom(w http.ResponseWriter, r *http.Request) {
// TODO: Handle deal room pages
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleDocument(w http.ResponseWriter, r *http.Request) {
// TODO: Handle document viewing
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleAdmin(w http.ResponseWriter, r *http.Request) {
// TODO: Render admin panel
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleProfile(w http.ResponseWriter, r *http.Request) {
// TODO: Render user profile
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleActivity(w http.ResponseWriter, r *http.Request) {
// TODO: Render activity feed
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleAPIEndpoint(endpoint string) http.HandlerFunc {
return func(w http.ResponseWriter, r *http.Request) {
// TODO: Implement REST API endpoints
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
}
func (h *Handler) handleSearch(w http.ResponseWriter, r *http.Request) {
// TODO: Implement search API
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
func (h *Handler) handleAPIActivity(w http.ResponseWriter, r *http.Request) {
// TODO: Implement activity API
http.Error(w, "Not implemented", http.StatusNotImplemented)
}
// Helper functions
func isAPIRequest(r *http.Request) bool {
return r.Header.Get("Accept") == "application/json" ||
r.Header.Get("Content-Type") == "application/json" ||
r.URL.Path[:5] == "/api/"
}
// Context helpers would go in a separate context.go file
func setUserID(ctx context.Context, userID string) context.Context {
// TODO: Implement context helpers
return ctx
}
func getUserID(ctx context.Context) string {
// TODO: Implement context helpers
return ""
}

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package model
import (
"encoding/json"
"time"
)
// User represents a system user
type User struct {
ID string `json:"id"`
Email string `json:"email"`
Name string `json:"name"`
Role string `json:"role"` // admin, user
AvatarURL *string `json:"avatar_url,omitempty"`
CreatedAt time.Time `json:"created_at"`
LastLogin *time.Time `json:"last_login,omitempty"`
IsActive bool `json:"is_active"`
}
// Entry represents any content in the system (deal room, document, note, etc.)
type Entry struct {
ID string `json:"id"`
ParentID *string `json:"parent_id,omitempty"`
DealRoomID string `json:"deal_room_id"`
EntryType string `json:"entry_type"`
Title string `json:"title"`
Content json.RawMessage `json:"content"`
FilePath *string `json:"file_path,omitempty"`
FileSize *int64 `json:"file_size,omitempty"`
FileHash *string `json:"file_hash,omitempty"`
Embedding []byte `json:"-"` // Not included in JSON output
CreatedBy string `json:"created_by"`
CreatedAt time.Time `json:"created_at"`
UpdatedAt time.Time `json:"updated_at"`
}
// Access represents RBAC permissions for entries
type Access struct {
ID string `json:"id"`
EntryID string `json:"entry_id"`
UserID string `json:"user_id"`
Permissions int `json:"permissions"` // Bitmask: read=1, write=2, delete=4, manage=8
GrantedBy string `json:"granted_by"`
GrantedAt time.Time `json:"granted_at"`
}
// Permission constants
const (
PermissionRead = 1
PermissionWrite = 2
PermissionDelete = 4
PermissionManage = 8
)
// HasPermission checks if access includes the given permission
func (a *Access) HasPermission(permission int) bool {
return a.Permissions&permission != 0
}
// Session represents a user session
type Session struct {
Token string `json:"token"`
UserID string `json:"user_id"`
ExpiresAt time.Time `json:"expires_at"`
CreatedAt time.Time `json:"created_at"`
LastUsed time.Time `json:"last_used"`
UserAgent *string `json:"user_agent,omitempty"`
IPAddress *string `json:"ip_address,omitempty"`
}
// IsExpired checks if the session has expired
func (s *Session) IsExpired() bool {
return time.Now().After(s.ExpiresAt)
}
// AuditLog represents an audit trail entry
type AuditLog struct {
ID string `json:"id"`
UserID *string `json:"user_id,omitempty"`
EntryID *string `json:"entry_id,omitempty"`
Action string `json:"action"`
Details json.RawMessage `json:"details,omitempty"`
IPAddress *string `json:"ip_address,omitempty"`
UserAgent *string `json:"user_agent,omitempty"`
CreatedAt time.Time `json:"created_at"`
}
// Deal Room specific content types
// DealRoomContent represents the content structure for deal room entries
type DealRoomContent struct {
Type string `json:"type"`
Description string `json:"description"`
Stage string `json:"stage"` // sourcing, loi, due_diligence, closing, completed
TargetCompany string `json:"target_company"`
DealValue string `json:"deal_value"`
Participants []DealParticipant `json:"participants"`
KeyDates map[string]string `json:"key_dates"`
ConfidentialityLevel string `json:"confidentiality_level"`
}
type DealParticipant struct {
Name string `json:"name"`
Role string `json:"role"`
Organization string `json:"organization"`
}
// DocumentContent represents the content structure for document entries
type DocumentContent struct {
Type string `json:"type"`
Category string `json:"category"` // nda, cim, financial_model, teaser, legal, dd_report
MimeType string `json:"mime_type"`
OriginalName string `json:"original_name"`
Version string `json:"version"`
Analysis *DocumentAnalysis `json:"analysis,omitempty"`
RequiresNDA bool `json:"requires_nda"`
}
type DocumentAnalysis struct {
Summary string `json:"summary"`
KeyMetrics []string `json:"key_metrics"`
RiskFactors []string `json:"risk_factors"`
AIConfidence float64 `json:"ai_confidence"`
}
// NoteContent represents the content structure for note/message entries
type NoteContent struct {
Type string `json:"type"`
Body string `json:"body"`
Mentions []string `json:"mentions"` // User IDs mentioned with @
Attachments []string `json:"attachments"` // Entry IDs referenced
ThreadContext string `json:"thread_context"` // Context for organizing conversations
}
// ActivityItem represents an item in the activity feed
type ActivityItem struct {
ID string `json:"id"`
UserID string `json:"user_id"`
UserName string `json:"user_name"`
Action string `json:"action"`
EntryID string `json:"entry_id"`
EntryType string `json:"entry_type"`
Title string `json:"title"`
Details json.RawMessage `json:"details,omitempty"`
CreatedAt time.Time `json:"created_at"`
}

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package model
import "time"
// Now returns the current Unix timestamp
func Now() int64 {
return time.Now().Unix()
}
// TimeFromUnix converts Unix timestamp to time.Time
func TimeFromUnix(unix int64) time.Time {
return time.Unix(unix, 0)
}

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package rbac
import (
"database/sql"
"fmt"
"dealroom/internal/model"
)
// Engine handles role-based access control
type Engine struct {
db *sql.DB
}
// New creates a new RBAC engine
func New(db *sql.DB) *Engine {
return &Engine{db: db}
}
// GrantAccess grants permissions to a user for an entry
func (e *Engine) GrantAccess(entryID, userID string, permissions int, grantedBy string) error {
query := `
INSERT OR REPLACE INTO access (id, entry_id, user_id, permissions, granted_by, granted_at)
VALUES (?, ?, ?, ?, ?, ?)
`
id := fmt.Sprintf("%s:%s", entryID, userID)
_, err := e.db.Exec(query, id, entryID, userID, permissions, grantedBy, model.Now())
return err
}
// RevokeAccess removes all permissions for a user on an entry
func (e *Engine) RevokeAccess(entryID, userID string) error {
query := `DELETE FROM access WHERE entry_id = ? AND user_id = ?`
_, err := e.db.Exec(query, entryID, userID)
return err
}
// CheckAccess verifies if a user has specific permissions for an entry
func (e *Engine) CheckAccess(userID, entryID string, permission int) (bool, error) {
// Admins have all permissions
if isAdmin, err := e.isUserAdmin(userID); err != nil {
return false, err
} else if isAdmin {
return true, nil
}
// Check direct permissions
access, err := e.getUserAccess(userID, entryID)
if err != nil && err != sql.ErrNoRows {
return false, err
}
if access != nil && access.HasPermission(permission) {
return true, nil
}
// Check inherited permissions from deal room
if inherited, err := e.checkInheritedAccess(userID, entryID, permission); err != nil {
return false, err
} else if inherited {
return true, nil
}
return false, nil
}
// GetUserAccess returns the access record for a user on an entry
func (e *Engine) GetUserAccess(userID, entryID string) (*model.Access, error) {
return e.getUserAccess(userID, entryID)
}
// GetEntryAccess returns all access records for an entry
func (e *Engine) GetEntryAccess(entryID string) ([]*model.Access, error) {
query := `
SELECT id, entry_id, user_id, permissions, granted_by, granted_at
FROM access
WHERE entry_id = ?
ORDER BY granted_at DESC
`
rows, err := e.db.Query(query, entryID)
if err != nil {
return nil, err
}
defer rows.Close()
var accessList []*model.Access
for rows.Next() {
access := &model.Access{}
var grantedAt int64
err := rows.Scan(&access.ID, &access.EntryID, &access.UserID,
&access.Permissions, &access.GrantedBy, &grantedAt)
if err != nil {
return nil, err
}
access.GrantedAt = model.TimeFromUnix(grantedAt)
accessList = append(accessList, access)
}
return accessList, rows.Err()
}
// GetUserEntries returns entries accessible to a user with specified permissions
func (e *Engine) GetUserEntries(userID string, entryType string, permission int) ([]*model.Entry, error) {
// Admins can see everything
if isAdmin, err := e.isUserAdmin(userID); err != nil {
return nil, err
} else if isAdmin {
return e.getAllEntriesByType(entryType)
}
// Get entries with direct access
query := `
SELECT DISTINCT e.id, e.parent_id, e.deal_room_id, e.entry_type, e.title,
e.content, e.file_path, e.file_size, e.file_hash,
e.created_by, e.created_at, e.updated_at
FROM entries e
JOIN access a ON e.id = a.entry_id
WHERE a.user_id = ? AND (a.permissions & ?) > 0
AND ($1 = '' OR e.entry_type = $1)
ORDER BY e.created_at DESC
`
rows, err := e.db.Query(query, userID, permission, entryType)
if err != nil {
return nil, err
}
defer rows.Close()
return e.scanEntries(rows)
}
// Helper methods
func (e *Engine) isUserAdmin(userID string) (bool, error) {
query := `SELECT role FROM users WHERE id = ? AND is_active = 1`
var role string
err := e.db.QueryRow(query, userID).Scan(&role)
if err != nil {
if err == sql.ErrNoRows {
return false, nil
}
return false, err
}
return role == "admin", nil
}
func (e *Engine) getUserAccess(userID, entryID string) (*model.Access, error) {
query := `
SELECT id, entry_id, user_id, permissions, granted_by, granted_at
FROM access
WHERE user_id = ? AND entry_id = ?
`
access := &model.Access{}
var grantedAt int64
err := e.db.QueryRow(query, userID, entryID).Scan(
&access.ID, &access.EntryID, &access.UserID,
&access.Permissions, &access.GrantedBy, &grantedAt)
if err != nil {
return nil, err
}
access.GrantedAt = model.TimeFromUnix(grantedAt)
return access, nil
}
func (e *Engine) checkInheritedAccess(userID, entryID string, permission int) (bool, error) {
// Get the deal room ID for this entry
query := `SELECT deal_room_id FROM entries WHERE id = ?`
var dealRoomID string
err := e.db.QueryRow(query, entryID).Scan(&dealRoomID)
if err != nil {
return false, err
}
// If this is already a deal room, no inheritance
if dealRoomID == entryID {
return false, nil
}
// Check access to the deal room
return e.CheckAccess(userID, dealRoomID, permission)
}
func (e *Engine) getAllEntriesByType(entryType string) ([]*model.Entry, error) {
query := `
SELECT id, parent_id, deal_room_id, entry_type, title,
content, file_path, file_size, file_hash,
created_by, created_at, updated_at
FROM entries
WHERE ($1 = '' OR entry_type = $1)
ORDER BY created_at DESC
`
rows, err := e.db.Query(query, entryType)
if err != nil {
return nil, err
}
defer rows.Close()
return e.scanEntries(rows)
}
func (e *Engine) scanEntries(rows *sql.Rows) ([]*model.Entry, error) {
var entries []*model.Entry
for rows.Next() {
entry := &model.Entry{}
var createdAt, updatedAt int64
var parentID, filePath, fileSize, fileHash sql.NullString
var fileSizeInt sql.NullInt64
err := rows.Scan(&entry.ID, &parentID, &entry.DealRoomID, &entry.EntryType,
&entry.Title, &entry.Content, &filePath, &fileSizeInt, &fileHash,
&entry.CreatedBy, &createdAt, &updatedAt)
if err != nil {
return nil, err
}
if parentID.Valid {
entry.ParentID = &parentID.String
}
if filePath.Valid {
entry.FilePath = &filePath.String
}
if fileSizeInt.Valid {
entry.FileSize = &fileSizeInt.Int64
}
if fileHash.Valid {
entry.FileHash = &fileHash.String
}
entry.CreatedAt = model.TimeFromUnix(createdAt)
entry.UpdatedAt = model.TimeFromUnix(updatedAt)
entries = append(entries, entry)
}
return entries, rows.Err()
}

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package store
import (
"crypto/aes"
"crypto/cipher"
"crypto/rand"
"crypto/sha256"
"fmt"
"io"
"os"
"path/filepath"
"strings"
"time"
"github.com/klauspost/compress/zstd"
)
// Store handles encrypted file storage
type Store struct {
basePath string
key []byte
gcm cipher.AEAD
encoder *zstd.Encoder
decoder *zstd.Decoder
}
// New creates a new encrypted file store
func New(basePath string, key []byte) (*Store, error) {
// Ensure base path exists
if err := os.MkdirAll(basePath, 0755); err != nil {
return nil, fmt.Errorf("failed to create base path: %w", err)
}
// Create AES cipher
block, err := aes.NewCipher(key)
if err != nil {
return nil, fmt.Errorf("failed to create AES cipher: %w", err)
}
gcm, err := cipher.NewGCM(block)
if err != nil {
return nil, fmt.Errorf("failed to create GCM: %w", err)
}
// Create compression encoder/decoder
encoder, err := zstd.NewWriter(nil, zstd.WithEncoderLevel(zstd.SpeedFastest))
if err != nil {
return nil, fmt.Errorf("failed to create zstd encoder: %w", err)
}
decoder, err := zstd.NewReader(nil)
if err != nil {
return nil, fmt.Errorf("failed to create zstd decoder: %w", err)
}
return &Store{
basePath: basePath,
key: key,
gcm: gcm,
encoder: encoder,
decoder: decoder,
}, nil
}
// Store saves data to encrypted storage and returns the file path
func (s *Store) Store(entryID string, data []byte) (string, string, error) {
// Calculate hash of original data
hash := fmt.Sprintf("%x", sha256.Sum256(data))
// Compress data
compressed := s.encoder.EncodeAll(data, nil)
// Encrypt compressed data
nonce := make([]byte, s.gcm.NonceSize())
if _, err := io.ReadFull(rand.Reader, nonce); err != nil {
return "", "", fmt.Errorf("failed to generate nonce: %w", err)
}
encrypted := s.gcm.Seal(nonce, nonce, compressed, nil)
// Generate date-based path
now := time.Now()
datePath := fmt.Sprintf("%d/%02d", now.Year(), now.Month())
fullDir := filepath.Join(s.basePath, datePath)
// Ensure directory exists
if err := os.MkdirAll(fullDir, 0755); err != nil {
return "", "", fmt.Errorf("failed to create date directory: %w", err)
}
// Write encrypted data
filePath := filepath.Join(datePath, entryID+".enc")
fullPath := filepath.Join(s.basePath, filePath)
if err := os.WriteFile(fullPath, encrypted, 0644); err != nil {
return "", "", fmt.Errorf("failed to write encrypted file: %w", err)
}
return filePath, hash, nil
}
// Retrieve loads and decrypts data from storage
func (s *Store) Retrieve(filePath string) ([]byte, error) {
fullPath := filepath.Join(s.basePath, filePath)
// Read encrypted data
encrypted, err := os.ReadFile(fullPath)
if err != nil {
return nil, fmt.Errorf("failed to read encrypted file: %w", err)
}
// Extract nonce
if len(encrypted) < s.gcm.NonceSize() {
return nil, fmt.Errorf("encrypted data too short")
}
nonce := encrypted[:s.gcm.NonceSize()]
ciphertext := encrypted[s.gcm.NonceSize():]
// Decrypt
compressed, err := s.gcm.Open(nil, nonce, ciphertext, nil)
if err != nil {
return nil, fmt.Errorf("failed to decrypt data: %w", err)
}
// Decompress
data, err := s.decoder.DecodeAll(compressed, nil)
if err != nil {
return nil, fmt.Errorf("failed to decompress data: %w", err)
}
return data, nil
}
// Delete removes a file from storage
func (s *Store) Delete(filePath string) error {
fullPath := filepath.Join(s.basePath, filePath)
return os.Remove(fullPath)
}
// Exists checks if a file exists in storage
func (s *Store) Exists(filePath string) bool {
fullPath := filepath.Join(s.basePath, filePath)
_, err := os.Stat(fullPath)
return err == nil
}
// StoreTemp saves data to temporary storage for processing
func (s *Store) StoreTemp(filename string, data []byte) (string, error) {
tempDir := filepath.Join(s.basePath, "temp")
if err := os.MkdirAll(tempDir, 0755); err != nil {
return "", fmt.Errorf("failed to create temp directory: %w", err)
}
// Sanitize filename
sanitized := sanitizeFilename(filename)
tempPath := filepath.Join(tempDir, fmt.Sprintf("%d_%s", time.Now().Unix(), sanitized))
if err := os.WriteFile(tempPath, data, 0644); err != nil {
return "", fmt.Errorf("failed to write temp file: %w", err)
}
return tempPath, nil
}
// CleanupTemp removes temporary files older than the specified duration
func (s *Store) CleanupTemp(maxAge time.Duration) error {
tempDir := filepath.Join(s.basePath, "temp")
entries, err := os.ReadDir(tempDir)
if err != nil {
if os.IsNotExist(err) {
return nil // No temp directory, nothing to clean
}
return fmt.Errorf("failed to read temp directory: %w", err)
}
cutoff := time.Now().Add(-maxAge)
for _, entry := range entries {
if entry.IsDir() {
continue
}
info, err := entry.Info()
if err != nil {
continue
}
if info.ModTime().Before(cutoff) {
filePath := filepath.Join(tempDir, entry.Name())
os.Remove(filePath) // Ignore errors, best effort cleanup
}
}
return nil
}
// GetStats returns storage statistics
func (s *Store) GetStats() (*StorageStats, error) {
stats := &StorageStats{}
err := filepath.Walk(s.basePath, func(path string, info os.FileInfo, err error) error {
if err != nil {
return err
}
if !info.IsDir() {
stats.TotalFiles++
stats.TotalSize += info.Size()
if strings.HasSuffix(info.Name(), ".enc") {
stats.EncryptedFiles++
stats.EncryptedSize += info.Size()
}
}
return nil
})
return stats, err
}
// StorageStats represents storage usage statistics
type StorageStats struct {
TotalFiles int `json:"total_files"`
TotalSize int64 `json:"total_size"`
EncryptedFiles int `json:"encrypted_files"`
EncryptedSize int64 `json:"encrypted_size"`
}
// Close cleanly shuts down the store
func (s *Store) Close() error {
s.encoder.Close()
s.decoder.Close()
return nil
}
// Helper functions
func sanitizeFilename(filename string) string {
// Replace unsafe characters
unsafe := []string{"/", "\\", ":", "*", "?", "\"", "<", ">", "|"}
safe := filename
for _, char := range unsafe {
safe = strings.ReplaceAll(safe, char, "_")
}
// Limit length
if len(safe) > 200 {
safe = safe[:200]
}
return safe
}

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/* Deal Room Custom Styles */
/* HTMX Loading States */
.htmx-request {
opacity: 0.6;
}
.htmx-request.htmx-indicator {
opacity: 1;
}
/* Custom Components */
.deal-room-gradient {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.file-drop-zone {
border: 2px dashed #cbd5e0;
border-radius: 0.5rem;
transition: all 0.3s ease;
}
.file-drop-zone:hover {
border-color: #667eea;
background-color: #f8fafc;
}
.file-drop-zone.dragover {
border-color: #667eea;
background-color: #edf2f7;
border-style: solid;
}
/* Document Icons */
.doc-icon {
display: inline-flex;
align-items: center;
justify-content: center;
width: 2rem;
height: 2rem;
border-radius: 0.25rem;
font-size: 0.75rem;
font-weight: 600;
color: white;
}
.doc-icon.pdf { background-color: #e53e3e; }
.doc-icon.doc { background-color: #3182ce; }
.doc-icon.xlsx { background-color: #38a169; }
.doc-icon.ppt { background-color: #d69e2e; }
.doc-icon.default { background-color: #718096; }
/* Activity Feed */
.activity-item {
position: relative;
padding-left: 2rem;
}
.activity-item::before {
content: '';
position: absolute;
left: 0.5rem;
top: 0.5rem;
width: 0.5rem;
height: 0.5rem;
border-radius: 50%;
background-color: #667eea;
}
.activity-item:not(:last-child)::after {
content: '';
position: absolute;
left: 0.75rem;
top: 1rem;
width: 0.125rem;
height: calc(100% + 1rem);
background-color: #e2e8f0;
}
/* Permissions Badges */
.permission-badge {
display: inline-flex;
align-items: center;
padding: 0.125rem 0.5rem;
border-radius: 0.375rem;
font-size: 0.75rem;
font-weight: 500;
}
.permission-badge.read { background-color: #bee3f8; color: #2a69ac; }
.permission-badge.write { background-color: #c6f6d5; color: #276749; }
.permission-badge.delete { background-color: #fed7d7; color: #c53030; }
.permission-badge.manage { background-color: #e9d8fd; color: #553c9a; }
/* Custom Scrollbars */
.custom-scrollbar::-webkit-scrollbar {
width: 0.5rem;
}
.custom-scrollbar::-webkit-scrollbar-track {
background: #f1f5f9;
border-radius: 0.25rem;
}
.custom-scrollbar::-webkit-scrollbar-thumb {
background: #cbd5e0;
border-radius: 0.25rem;
}
.custom-scrollbar::-webkit-scrollbar-thumb:hover {
background: #a0aec0;
}
/* Responsive Utilities */
@media (max-width: 768px) {
.mobile-hidden {
display: none;
}
.mobile-full {
width: 100%;
}
}
/* Print Styles */
@media print {
.no-print {
display: none !important;
}
.print-break {
page-break-before: always;
}
}

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package templates
import (
"fmt"
"dealroom/internal/model"
)
templ Dashboard(user *model.User, dealRooms []*model.Entry) {
@Layout("Dashboard", user) {
<div class="space-y-8">
<!-- Welcome Section -->
<div class="bg-white shadow rounded-lg p-6">
<div class="flex items-center justify-between">
<div>
<h1 class="text-2xl font-bold text-gray-900">Welcome back, { user.Name }</h1>
<p class="text-gray-600 mt-1">You have access to { fmt.Sprintf("%d", len(dealRooms)) } deal rooms</p>
</div>
if user.Role == "admin" {
<button onclick="window.location.href='/deal-rooms/new'"
class="bg-indigo-600 hover:bg-indigo-700 text-white px-4 py-2 rounded-md text-sm font-medium transition-colors">
New Deal Room
</button>
}
</div>
</div>
<!-- Deal Rooms Grid -->
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
for _, room := range dealRooms {
@DealRoomCard(room)
}
if len(dealRooms) == 0 {
<div class="col-span-full">
<div class="text-center py-12">
<svg class="mx-auto h-12 w-12 text-gray-400" stroke="currentColor" fill="none" viewBox="0 0 48 48">
<path d="M34 40h10v-4a6 6 0 00-10.712-3.714M34 40H14m20 0v-4a9.971 9.971 0 00-.712-3.714M14 40H4v-4a6 6 0 0110.713-3.714M14 40v-4c0-1.313.253-2.566.713-3.714m0 0A9.971 9.971 0 0124 24c4.21 0 7.813 2.602 9.288 6.286" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg>
<h3 class="mt-2 text-sm font-medium text-gray-900">No deal rooms</h3>
<p class="mt-1 text-sm text-gray-500">Get started by creating a new deal room or wait for an invitation.</p>
</div>
</div>
}
</div>
<!-- Recent Activity -->
<div class="bg-white shadow rounded-lg">
<div class="px-6 py-4 border-b border-gray-200">
<h2 class="text-lg font-medium text-gray-900">Recent Activity</h2>
</div>
<div class="divide-y divide-gray-200" hx-get="/api/activity/recent" hx-trigger="load">
<!-- Activity items will be loaded via HTMX -->
<div class="p-6 text-center text-gray-500">
<div class="animate-pulse">Loading recent activity...</div>
</div>
</div>
</div>
</div>
}
}
templ DealRoomCard(room *model.Entry) {
<div class="bg-white shadow rounded-lg hover:shadow-md transition-shadow">
<div class="p-6">
<div class="flex items-center justify-between mb-4">
<h3 class="text-lg font-medium text-gray-900 truncate">{ room.Title }</h3>
<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800">
Active
</span>
</div>
<!-- Deal Room Details -->
<div class="space-y-2 text-sm text-gray-600 mb-4">
<div class="flex items-center">
<svg class="h-4 w-4 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 21V5a2 2 0 00-2-2H7a2 2 0 00-2 2v16m14 0h2m-2 0h-4m-5 0H9m0 0H7m2 0v-5a2 2 0 012-2h2a2 2 0 012 2v5"/>
</svg>
Target Company
</div>
<div class="flex items-center">
<svg class="h-4 w-4 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1"/>
</svg>
Deal Value
</div>
<div class="flex items-center">
<svg class="h-4 w-4 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"/>
</svg>
{ room.CreatedAt.Format("Jan 2, 2006") }
</div>
</div>
<div class="flex items-center justify-between">
<button onclick={ templ.SafeScript("window.location.href='/deal-rooms/" + room.ID + "'") }
class="text-indigo-600 hover:text-indigo-500 text-sm font-medium">
View Details →
</button>
<div class="flex -space-x-2">
<!-- Participant avatars would go here -->
<div class="w-6 h-6 bg-gray-300 rounded-full border-2 border-white"></div>
<div class="w-6 h-6 bg-gray-300 rounded-full border-2 border-white"></div>
<div class="w-6 h-6 bg-gray-300 rounded-full border-2 border-white flex items-center justify-center">
<span class="text-xs text-gray-600">+3</span>
</div>
</div>
</div>
</div>
</div>
}

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package templates
import "dealroom/internal/model"
templ Layout(title string, user *model.User) {
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8"/>
<meta name="viewport" content="width=device-width, initial-scale=1.0"/>
<title>{ title } - Deal Room</title>
<script src="https://unpkg.com/htmx.org@1.9.10"></script>
<script src="https://cdn.tailwindcss.com"></script>
<style>
/* Custom styles for Deal Room */
.deal-room-gradient {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
</style>
</head>
<body class="bg-gray-50 min-h-screen">
if user != nil {
@Navigation(user)
}
<main class="container mx-auto px-4 py-8">
{ children... }
</main>
@Footer()
</body>
</html>
}
templ Navigation(user *model.User) {
<nav class="deal-room-gradient shadow-lg">
<div class="container mx-auto px-4">
<div class="flex justify-between items-center py-4">
<div class="flex items-center space-x-4">
<h1 class="text-white text-xl font-bold">Deal Room</h1>
<div class="hidden md:flex space-x-6">
<a href="/" class="text-white hover:text-gray-200 transition-colors">Dashboard</a>
<a href="/activity" class="text-white hover:text-gray-200 transition-colors">Activity</a>
if user.Role == "admin" {
<a href="/admin" class="text-white hover:text-gray-200 transition-colors">Admin</a>
}
</div>
</div>
<div class="flex items-center space-x-4">
<span class="text-white">{ user.Name }</span>
<div class="relative group">
if user.AvatarURL != nil {
<img src={ *user.AvatarURL } alt="Avatar" class="w-8 h-8 rounded-full"/>
} else {
<div class="w-8 h-8 bg-white bg-opacity-20 rounded-full flex items-center justify-center">
<span class="text-white text-sm font-medium">{ string([]rune(user.Name)[0]) }</span>
</div>
}
<div class="absolute right-0 mt-2 w-48 bg-white rounded-md shadow-lg opacity-0 invisible group-hover:opacity-100 group-hover:visible transition-all duration-200 z-10">
<div class="py-1">
<a href="/profile" class="block px-4 py-2 text-sm text-gray-700 hover:bg-gray-100">Profile</a>
<a href="/auth/logout" class="block px-4 py-2 text-sm text-gray-700 hover:bg-gray-100">Logout</a>
</div>
</div>
</div>
</div>
</div>
</div>
</nav>
}
templ Footer() {
<footer class="bg-gray-800 text-white mt-12">
<div class="container mx-auto px-4 py-6">
<div class="flex justify-between items-center">
<p class="text-sm">&copy; 2024 Deal Room. All rights reserved.</p>
<p class="text-xs text-gray-400">Secure • Encrypted • Auditable</p>
</div>
</div>
</footer>
}

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templates/login.templ Normal file
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@ -0,0 +1,52 @@
package templates
templ LoginPage(message string) {
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8"/>
<meta name="viewport" content="width=device-width, initial-scale=1.0"/>
<title>Login - Deal Room</title>
<script src="https://unpkg.com/htmx.org@1.9.10"></script>
<script src="https://cdn.tailwindcss.com"></script>
</head>
<body class="bg-gray-50 min-h-screen flex items-center justify-center">
<div class="max-w-md w-full space-y-8">
<div class="text-center">
<h1 class="text-4xl font-bold text-gray-900 mb-2">Deal Room</h1>
<h2 class="text-xl text-gray-600">Secure Investment Banking Platform</h2>
</div>
<div class="bg-white py-8 px-6 shadow-xl rounded-lg">
<form hx-post="/auth/login" hx-target="#message" class="space-y-6">
<div>
<label for="email" class="block text-sm font-medium text-gray-700">Email address</label>
<input id="email" name="email" type="email" autocomplete="email" required
class="mt-1 block w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-indigo-500 focus:border-indigo-500"/>
</div>
<div>
<button type="submit"
class="w-full flex justify-center py-2 px-4 border border-transparent rounded-md shadow-sm text-sm font-medium text-white bg-indigo-600 hover:bg-indigo-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-indigo-500">
Send Magic Link
</button>
</div>
</form>
<div id="message" class="mt-4">
if message != "" {
<div class="bg-blue-50 border-l-4 border-blue-400 p-4">
<p class="text-blue-700">{ message }</p>
</div>
}
</div>
</div>
<div class="text-center text-sm text-gray-500">
<p>Secure, passwordless authentication</p>
<p class="mt-1">Check your email for the login link</p>
</div>
</div>
</body>
</html>
}