feat: Dealspace UX overhaul - remove closing probability, dashboard stats, last accessed, new room modal, search, per-deal analytics/audit/contacts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

internal/handler/analytics.go

@@ -8,12 +8,23 @@ import (
 
 func (h *Handler) handleAnalytics(w http.ResponseWriter, r *http.Request) {
 	profile := getProfile(r.Context())
+	dealID := r.URL.Query().Get("deal_id")
+
+	deals := h.getDeals(profile)
 
 	var dealCount, fileCount, requestCount, fulfilledCount int
-	h.db.QueryRow("SELECT COUNT(*) FROM deals WHERE organization_id = ? AND is_archived = 0", profile.OrganizationID).Scan(&dealCount)
-	h.db.QueryRow("SELECT COUNT(*) FROM files f JOIN deals d ON f.deal_id = d.id WHERE d.organization_id = ?", profile.OrganizationID).Scan(&fileCount)
-	h.db.QueryRow("SELECT COUNT(*) FROM diligence_requests r JOIN deals d ON r.deal_id = d.id WHERE d.organization_id = ?", profile.OrganizationID).Scan(&requestCount)
-	h.db.QueryRow("SELECT COUNT(*) FROM diligence_requests r JOIN deals d ON r.deal_id = d.id WHERE d.organization_id = ? AND r.atlas_status = 'fulfilled'", profile.OrganizationID).Scan(&fulfilledCount)
+
+	if dealID != "" {
+		h.db.QueryRow("SELECT COUNT(*) FROM deals WHERE id = ? AND organization_id = ? AND is_archived = 0", dealID, profile.OrganizationID).Scan(&dealCount)
+		h.db.QueryRow("SELECT COUNT(*) FROM files WHERE deal_id = ?", dealID).Scan(&fileCount)
+		h.db.QueryRow("SELECT COUNT(*) FROM diligence_requests WHERE deal_id = ?", dealID).Scan(&requestCount)
+		h.db.QueryRow("SELECT COUNT(*) FROM diligence_requests WHERE deal_id = ? AND atlas_status = 'fulfilled'", dealID).Scan(&fulfilledCount)
+	} else {
+		h.db.QueryRow("SELECT COUNT(*) FROM deals WHERE organization_id = ? AND is_archived = 0", profile.OrganizationID).Scan(&dealCount)
+		h.db.QueryRow("SELECT COUNT(*) FROM files f JOIN deals d ON f.deal_id = d.id WHERE d.organization_id = ?", profile.OrganizationID).Scan(&fileCount)
+		h.db.QueryRow("SELECT COUNT(*) FROM diligence_requests r JOIN deals d ON r.deal_id = d.id WHERE d.organization_id = ?", profile.OrganizationID).Scan(&requestCount)
+		h.db.QueryRow("SELECT COUNT(*) FROM diligence_requests r JOIN deals d ON r.deal_id = d.id WHERE d.organization_id = ? AND r.atlas_status = 'fulfilled'", profile.OrganizationID).Scan(&fulfilledCount)
+	}
 
 	completionPct := 0
 	if requestCount > 0 {
@@ -27,5 +38,5 @@ func (h *Handler) handleAnalytics(w http.ResponseWriter, r *http.Request) {
 		CompletionPct: completionPct,
 	}
 
-	templates.AnalyticsPage(profile, stats).Render(r.Context(), w)
+	templates.AnalyticsPage(profile, stats, deals, dealID).Render(r.Context(), w)
 }

internal/handler/audit.go

@@ -8,6 +8,21 @@ import (
 
 func (h *Handler) handleAuditLog(w http.ResponseWriter, r *http.Request) {
 	profile := getProfile(r.Context())
-	activities := h.getActivities(profile.OrganizationID, 50)
-	templates.AuditLogPage(profile, activities).Render(r.Context(), w)
+	dealID := r.URL.Query().Get("deal_id")
+	deals := h.getDeals(profile)
+
+	activities := h.getActivitiesFiltered(profile.OrganizationID, dealID, 50)
+
+	// Populate deal names
+	dealNames := make(map[string]string)
+	for _, d := range deals {
+		dealNames[d.ID] = d.Name
+	}
+	for _, act := range activities {
+		if name, ok := dealNames[act.DealID]; ok {
+			act.DealName = name
+		}
+	}
+
+	templates.AuditLogPage(profile, activities, deals, dealID).Render(r.Context(), w)
 }

internal/handler/contacts.go

@@ -9,6 +9,8 @@ import (
 
 func (h *Handler) handleContacts(w http.ResponseWriter, r *http.Request) {
 	profile := getProfile(r.Context())
+	dealID := r.URL.Query().Get("deal_id")
+	deals := h.getDeals(profile)
 
 	rows, err := h.db.Query("SELECT id, full_name, email, phone, company, title, contact_type, tags FROM contacts WHERE organization_id = ? ORDER BY full_name", profile.OrganizationID)
 	if err != nil {
@@ -24,5 +26,20 @@ func (h *Handler) handleContacts(w http.ResponseWriter, r *http.Request) {
 		contacts = append(contacts, c)
 	}
 
-	templates.ContactsPage(profile, contacts).Render(r.Context(), w)
+	// Filter contacts by deal's target company if deal_id is set
+	if dealID != "" {
+		var targetCompany string
+		h.db.QueryRow("SELECT target_company FROM deals WHERE id = ?", dealID).Scan(&targetCompany)
+		if targetCompany != "" {
+			var filtered []*model.Contact
+			for _, c := range contacts {
+				if c.Company == targetCompany {
+					filtered = append(filtered, c)
+				}
+			}
+			contacts = filtered
+		}
+	}
+
+	templates.ContactsPage(profile, contacts, deals, dealID).Render(r.Context(), w)
 }

internal/handler/deals.go

@@ -1,8 +1,12 @@
 package handler
 
 import (
+	"encoding/json"
+	"fmt"
 	"net/http"
+	"strconv"
 	"strings"
+	"time"
 
 	"dealroom/internal/model"
 	"dealroom/internal/rbac"
@@ -27,7 +31,27 @@ func (h *Handler) handleDashboard(w http.ResponseWriter, r *http.Request) {
 		d.FileCount = count
 	}
 
-	templates.Dashboard(profile, deals, activities, fileCounts).Render(r.Context(), w)
+	// Build deal name map and populate DealName on activities
+	dealNames := make(map[string]string)
+	for _, d := range deals {
+		dealNames[d.ID] = d.Name
+	}
+	for _, act := range activities {
+		if name, ok := dealNames[act.DealID]; ok {
+			act.DealName = name
+		}
+	}
+
+	// Get last activity time per deal
+	lastActivity := make(map[string]*time.Time)
+	for _, d := range deals {
+		t := h.getLastActivityByDeal(d.ID)
+		if t != nil {
+			lastActivity[d.ID] = t
+		}
+	}
+
+	templates.Dashboard(profile, deals, activities, fileCounts, lastActivity).Render(r.Context(), w)
 }
 
 func (h *Handler) handleDealRooms(w http.ResponseWriter, r *http.Request) {
@@ -44,6 +68,17 @@ func (h *Handler) handleDealRooms(w http.ResponseWriter, r *http.Request) {
 func (h *Handler) handleDealRoom(w http.ResponseWriter, r *http.Request) {
 	profile := getProfile(r.Context())
 	dealID := strings.TrimPrefix(r.URL.Path, "/deals/")
+
+	// Handle file status PATCH: /deals/{id}/files/{fileID}/status
+	if strings.Contains(dealID, "/files/") {
+		parts := strings.SplitN(dealID, "/files/", 2)
+		dealID = parts[0]
+		if r.Method == http.MethodPatch {
+			h.handleFileStatusUpdate(w, r, dealID, parts[1])
+			return
+		}
+	}
+
 	if dealID == "" {
 		http.Redirect(w, r, "/deals", http.StatusSeeOther)
 		return
@@ -58,10 +93,93 @@ func (h *Handler) handleDealRoom(w http.ResponseWriter, r *http.Request) {
 	}
 
 	folders := h.getFolders(dealID)
+	folderParam := r.URL.Query().Get("folder")
 	files := h.getFiles(dealID)
 	requests := h.getRequests(dealID, profile)
 
-	templates.DealRoomDetail(profile, &deal, folders, files, requests).Render(r.Context(), w)
+	templates.DealRoomDetail(profile, &deal, folders, files, requests, folderParam).Render(r.Context(), w)
+}
+
+func (h *Handler) handleCreateDeal(w http.ResponseWriter, r *http.Request) {
+	if r.Method != http.MethodPost {
+		http.Error(w, "Method not allowed", http.StatusMethodNotAllowed)
+		return
+	}
+	profile := getProfile(r.Context())
+	r.ParseForm()
+
+	name := strings.TrimSpace(r.FormValue("name"))
+	if name == "" {
+		http.Error(w, "Project name is required", 400)
+		return
+	}
+
+	targetCompany := strings.TrimSpace(r.FormValue("target_company"))
+	stage := r.FormValue("stage")
+	if stage == "" {
+		stage = "pipeline"
+	}
+	dealSize, _ := strconv.ParseFloat(r.FormValue("deal_size"), 64)
+	currency := r.FormValue("currency")
+	if currency == "" {
+		currency = "USD"
+	}
+	ioiDate := r.FormValue("ioi_date")
+	loiDate := r.FormValue("loi_date")
+	description := strings.TrimSpace(r.FormValue("description"))
+
+	id := generateID("deal")
+	_, err := h.db.Exec(`INSERT INTO deals (id, organization_id, name, description, target_company, stage, deal_size, currency, ioi_date, loi_date, created_by) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+		id, profile.OrganizationID, name, description, targetCompany, stage, dealSize, currency, ioiDate, loiDate, profile.ID)
+	if err != nil {
+		http.Error(w, fmt.Sprintf("Error creating deal: %v", err), 500)
+		return
+	}
+
+	http.Redirect(w, r, "/deals/"+id, http.StatusSeeOther)
+}
+
+func (h *Handler) handleFileStatusUpdate(w http.ResponseWriter, r *http.Request, dealID string, remaining string) {
+	fileID := strings.TrimSuffix(remaining, "/status")
+	if fileID == "" {
+		http.Error(w, "Missing file ID", 400)
+		return
+	}
+
+	var req struct {
+		Status string `json:"status"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		http.Error(w, "Invalid JSON", 400)
+		return
+	}
+
+	validStatuses := map[string]bool{"uploaded": true, "processing": true, "reviewed": true, "flagged": true, "archived": true}
+	if !validStatuses[req.Status] {
+		http.Error(w, "Invalid status", 400)
+		return
+	}
+
+	_, err := h.db.Exec("UPDATE files SET status = ? WHERE id = ? AND deal_id = ?", req.Status, fileID, dealID)
+	if err != nil {
+		http.Error(w, "Error updating status", 500)
+		return
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	json.NewEncoder(w).Encode(map[string]string{"status": req.Status})
+}
+
+func (h *Handler) getLastActivityByDeal(dealID string) *time.Time {
+	var t time.Time
+	err := h.db.QueryRow("SELECT MAX(created_at) FROM deal_activity WHERE deal_id = ?", dealID).Scan(&t)
+	if err != nil {
+		return nil
+	}
+	if t.IsZero() {
+		return nil
+	}
+	return &t
 }
 
 func (h *Handler) getDeals(profile *model.Profile) []*model.Deal {
@@ -97,7 +215,7 @@ func (h *Handler) getFolders(dealID string) []*model.Folder {
 }
 
 func (h *Handler) getFiles(dealID string) []*model.File {
-	rows, err := h.db.Query("SELECT id, deal_id, folder_id, name, file_size, mime_type, status, uploaded_by FROM files WHERE deal_id = ? ORDER BY name", dealID)
+	rows, err := h.db.Query("SELECT id, deal_id, folder_id, name, file_size, mime_type, status, uploaded_by, created_at FROM files WHERE deal_id = ? ORDER BY name", dealID)
 	if err != nil {
 		return nil
 	}
@@ -106,7 +224,7 @@ func (h *Handler) getFiles(dealID string) []*model.File {
 	var files []*model.File
 	for rows.Next() {
 		f := &model.File{}
-		rows.Scan(&f.ID, &f.DealID, &f.FolderID, &f.Name, &f.FileSize, &f.MimeType, &f.Status, &f.UploadedBy)
+		rows.Scan(&f.ID, &f.DealID, &f.FolderID, &f.Name, &f.FileSize, &f.MimeType, &f.Status, &f.UploadedBy, &f.CreatedAt)
 		files = append(files, f)
 	}
 	return files
@@ -164,3 +282,31 @@ func (h *Handler) getActivities(orgID string, limit int) []*model.DealActivity {
 	}
 	return acts
 }
+
+func (h *Handler) getActivitiesFiltered(orgID string, dealID string, limit int) []*model.DealActivity {
+	query := `
+		SELECT a.id, a.deal_id, a.user_id, a.activity_type, a.resource_type, a.resource_name, a.created_at, COALESCE(p.full_name, 'Unknown')
+		FROM deal_activity a LEFT JOIN profiles p ON a.user_id = p.id
+		WHERE a.organization_id = ?`
+	args := []interface{}{orgID}
+	if dealID != "" {
+		query += " AND a.deal_id = ?"
+		args = append(args, dealID)
+	}
+	query += " ORDER BY a.created_at DESC LIMIT ?"
+	args = append(args, limit)
+
+	rows, err := h.db.Query(query, args...)
+	if err != nil {
+		return nil
+	}
+	defer rows.Close()
+
+	var acts []*model.DealActivity
+	for rows.Next() {
+		a := &model.DealActivity{}
+		rows.Scan(&a.ID, &a.DealID, &a.UserID, &a.ActivityType, &a.ResourceType, &a.ResourceName, &a.CreatedAt, &a.UserName)
+		acts = append(acts, a)
+	}
+	return acts
+}

internal/handler/handler.go

@@ -67,6 +67,9 @@ func (h *Handler) RegisterRoutes(mux *http.ServeMux) {
 	mux.HandleFunc("/admin/organizations/save", h.requireAdmin(h.handleAdminOrgSave))
 	mux.HandleFunc("/admin/organizations/delete", h.requireAdmin(h.handleAdminOrgDelete))
 
+	// Deal creation
+	mux.HandleFunc("/deals/create", h.requireAuth(h.handleCreateDeal))
+
 	// HTMX partials
 	mux.HandleFunc("/htmx/request-comment", h.requireAuth(h.handleUpdateComment))
 }

internal/model/models.go

@@ -124,6 +124,7 @@ type DealActivity struct {
 	CreatedAt    time.Time
 	// Computed
 	UserName string
+	DealName string
 }
 
 type Session struct {

templates/analytics.templ

@@ -10,12 +10,22 @@ type AnalyticsStats struct {
 	CompletionPct int
 }
 
-templ AnalyticsPage(profile *model.Profile, stats *AnalyticsStats) {
+templ AnalyticsPage(profile *model.Profile, stats *AnalyticsStats, deals []*model.Deal, selectedDealID string) {
 	@Layout(profile, "analytics") {
 		<div class="space-y-5">
-			<div>
-				<h1 class="text-2xl font-bold">Analytics</h1>
-				<p class="text-sm text-gray-500 mt-1">Key metrics and insights across your deal portfolio.</p>
+			<div class="flex items-center justify-between">
+				<div>
+					<h1 class="text-2xl font-bold">Analytics</h1>
+					<p class="text-sm text-gray-500 mt-1">Key metrics and insights across your deal portfolio.</p>
+				</div>
+				<div>
+					<select onchange="window.location.href='/analytics?deal_id='+this.value" class="px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none">
+						<option value="">All Deals</option>
+						for _, deal := range deals {
+							<option value={ deal.ID } selected?={ deal.ID == selectedDealID }>{ deal.Name }</option>
+						}
+					</select>
+				</div>
 			</div>
 
 			<div class="grid grid-cols-4 gap-4">
@@ -35,7 +45,7 @@ templ AnalyticsPage(profile *model.Profile, stats *AnalyticsStats) {
 					<div class="text-xs text-gray-500 uppercase tracking-wider mb-2">Request Completion</div>
 					<div class="text-3xl font-bold text-green-400">{ fmt.Sprintf("%d%%", stats.CompletionPct) }</div>
 					<div class="mt-3 w-full bg-gray-800 rounded-full h-2">
-						<div class="bg-green-500 h-2 rounded-full" style="width: 50%">&nbsp;</div>
+						<div class="bg-green-500 h-2 rounded-full" style="width: 50%"> </div>
 					</div>
 				</div>
 			</div>

templates/audit.templ

@@ -1,13 +1,24 @@
 package templates
 
 import "dealroom/internal/model"
+import "fmt"
 
-templ AuditLogPage(profile *model.Profile, activities []*model.DealActivity) {
+templ AuditLogPage(profile *model.Profile, activities []*model.DealActivity, deals []*model.Deal, selectedDealID string) {
 	@Layout(profile, "audit") {
 		<div class="space-y-5">
-			<div>
-				<h1 class="text-2xl font-bold">Audit Log</h1>
-				<p class="text-sm text-gray-500 mt-1">Complete activity timeline across all deal rooms.</p>
+			<div class="flex items-center justify-between">
+				<div>
+					<h1 class="text-2xl font-bold">Audit Log</h1>
+					<p class="text-sm text-gray-500 mt-1">Complete activity timeline across all deal rooms.</p>
+				</div>
+				<div>
+					<select onchange="window.location.href='/audit?deal_id='+this.value" class="px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none">
+						<option value="">All Deals</option>
+						for _, deal := range deals {
+							<option value={ deal.ID } selected?={ deal.ID == selectedDealID }>{ deal.Name }</option>
+						}
+					</select>
+				</div>
 			</div>
 
 			<div class="bg-gray-900 rounded-lg border border-gray-800 p-6">
@@ -30,6 +41,9 @@ templ AuditLogPage(profile *model.Profile, activities []*model.DealActivity) {
 										templ.KV("bg-gray-700 text-gray-400", act.ActivityType != "upload" && act.ActivityType != "view" && act.ActivityType != "edit" && act.ActivityType != "download") }>
 										{ act.ActivityType }
 									</span>
+									if act.DealName != "" {
+										<a href={ templ.SafeURL(fmt.Sprintf("/deals/%s", act.DealID)) } class="text-xs text-teal-400 hover:underline">{ act.DealName }</a>
+									}
 								</div>
 								<p class="text-sm text-gray-400 mt-0.5">{ act.ResourceType }: { act.ResourceName }</p>
 								<p class="text-xs text-gray-600 mt-1">{ act.CreatedAt.Format("Jan 2, 2006 3:04 PM") }</p>

templates/contacts.templ

@@ -4,7 +4,7 @@ import "dealroom/internal/model"
 import "fmt"
 import "strings"
 
-templ ContactsPage(profile *model.Profile, contacts []*model.Contact) {
+templ ContactsPage(profile *model.Profile, contacts []*model.Contact, deals []*model.Deal, selectedDealID string) {
 	@Layout(profile, "contacts") {
 		<div class="space-y-5">
 			<div class="flex items-center justify-between">
@@ -12,10 +12,18 @@ templ ContactsPage(profile *model.Profile, contacts []*model.Contact) {
 					<h1 class="text-2xl font-bold">Contacts</h1>
 					<p class="text-sm text-gray-500 mt-1">{ fmt.Sprintf("%d contacts", len(contacts)) } across all deal rooms.</p>
 				</div>
-				<button class="h-9 px-4 rounded-lg bg-teal-500 text-white text-sm font-medium flex items-center gap-1.5 hover:bg-teal-600 transition">
-					<svg class="w-3.5 h-3.5" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4v16m8-8H4"></path></svg>
-					Add Contact
-				</button>
+				<div class="flex items-center gap-3">
+					<select onchange="window.location.href='/contacts?deal_id='+this.value" class="px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none">
+						<option value="">All Deals</option>
+						for _, deal := range deals {
+							<option value={ deal.ID } selected?={ deal.ID == selectedDealID }>{ deal.Name }</option>
+						}
+					</select>
+					<button class="h-9 px-4 rounded-lg bg-teal-500 text-white text-sm font-medium flex items-center gap-1.5 hover:bg-teal-600 transition">
+						<svg class="w-3.5 h-3.5" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4v16m8-8H4"></path></svg>
+						Add Contact
+					</button>
+				</div>
 			</div>
 
 			<div class="bg-gray-900 rounded-lg border border-gray-800">

templates/dashboard.templ

@@ -2,8 +2,9 @@ package templates
 
 import "dealroom/internal/model"
 import "fmt"
+import "time"
 
-templ Dashboard(profile *model.Profile, deals []*model.Deal, activities []*model.DealActivity, fileCounts map[string]int) {
+templ Dashboard(profile *model.Profile, deals []*model.Deal, activities []*model.DealActivity, fileCounts map[string]int, lastActivity map[string]*time.Time) {
 	@Layout(profile, "dashboard") {
 		<div class="space-y-6">
 			<!-- Header -->
@@ -12,18 +13,18 @@ templ Dashboard(profile *model.Profile, deals []*model.Deal, activities []*model
 					<h1 class="text-2xl font-bold">Dashboard</h1>
 					<p class="text-sm text-gray-500 mt-1">Overview of all active deal rooms and recent activity.</p>
 				</div>
-				<a href="/deals" class="h-9 px-4 rounded-lg bg-teal-500 text-white text-sm font-medium flex items-center gap-1.5 hover:bg-teal-600 transition">
+				<button onclick="document.getElementById('newRoomModal').classList.remove('hidden')" class="h-9 px-4 rounded-lg bg-teal-500 text-white text-sm font-medium flex items-center gap-1.5 hover:bg-teal-600 transition">
 					<svg class="w-3.5 h-3.5" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4v16m8-8H4"></path></svg>
 					New Room
-				</a>
+				</button>
 			</div>
 
 			<!-- Stats -->
 			<div class="grid grid-cols-4 gap-4">
 				@statCard("ACTIVE ROOMS", fmt.Sprintf("%d", countActive(deals)), fmt.Sprintf("%d total", len(deals)), "folder")
-				@statCard("DOCUMENTS", fmt.Sprintf("%d", totalFiles(fileCounts)), "across all rooms", "file")
-				@statCard("ACTIVE DEALS", fmt.Sprintf("%d", countActive(deals)), fmt.Sprintf("%d in diligence", countByStage(deals, "due_diligence")), "users")
-				@statCard("AVG. CLOSE PROB.", fmt.Sprintf("%d%%", avgProbability(deals)), "across portfolio", "trend")
+				@statCard("PRE-MARKETING", fmt.Sprintf("%d", countByStage(deals, "pipeline")), "in pipeline", "file")
+				@statCard("IOI STAGE", fmt.Sprintf("%d", countIOIStage(deals)), "initial review / LOI", "users")
+				@statCard("CLOSED", fmt.Sprintf("%d", countByStage(deals, "closed")), "deals closed", "trend")
 			</div>
 
 			<!-- Content Grid -->
@@ -55,7 +56,7 @@ templ Dashboard(profile *model.Profile, deals []*model.Deal, activities []*model
 										</div>
 										<p class="text-xs text-gray-500 mt-0.5">{ fmt.Sprintf("%d docs", fileCounts[deal.ID]) } · { deal.TargetCompany }</p>
 									</div>
-									<div class="text-xs text-gray-500">{ fmt.Sprintf("%d%%", deal.CloseProbability) }</div>
+									<div class="text-xs text-gray-500">{ formatLastAccessed(lastActivity[deal.ID]) }</div>
 								</a>
 							}
 						</div>
@@ -80,7 +81,13 @@ templ Dashboard(profile *model.Profile, deals []*model.Deal, activities []*model
 										<span class="font-medium">{ act.ActivityType }</span>
 										<span class="text-gray-400"> { act.ResourceName }</span>
 									</p>
-									<p class="text-xs text-gray-500 mt-0.5">{ act.UserName } · { act.CreatedAt.Format("Jan 2, 3:04 PM") }</p>
+									<p class="text-xs text-gray-500 mt-0.5">
+										{ act.UserName } · { act.CreatedAt.Format("Jan 2, 3:04 PM") }
+										if act.DealName != "" {
+											<span class="text-gray-600"> · </span>
+											<a href={ templ.SafeURL(fmt.Sprintf("/deals/%s", act.DealID)) } class="text-teal-400 hover:underline">{ act.DealName }</a>
+										}
+									</p>
 								</div>
 							</div>
 						}
@@ -88,6 +95,72 @@ templ Dashboard(profile *model.Profile, deals []*model.Deal, activities []*model
 				</div>
 			</div>
 		</div>
+
+		<!-- New Room Modal -->
+		<div id="newRoomModal" class="hidden fixed inset-0 z-50 flex items-center justify-center">
+			<div class="absolute inset-0 bg-black/60" onclick="document.getElementById('newRoomModal').classList.add('hidden')"></div>
+			<div class="relative bg-gray-900 border border-gray-700 rounded-xl shadow-2xl w-full max-w-lg mx-4 p-6">
+				<div class="flex items-center justify-between mb-5">
+					<h2 class="text-lg font-bold">Create New Room</h2>
+					<button onclick="document.getElementById('newRoomModal').classList.add('hidden')" class="text-gray-500 hover:text-gray-300">
+						<svg class="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18L18 6M6 6l12 12"></path></svg>
+					</button>
+				</div>
+				<form action="/deals/create" method="POST" class="space-y-4">
+					<div>
+						<label class="block text-xs font-medium text-gray-400 mb-1">Project Name <span class="text-red-400">*</span></label>
+						<input type="text" name="name" required class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none"/>
+					</div>
+					<div>
+						<label class="block text-xs font-medium text-gray-400 mb-1">Company Name</label>
+						<input type="text" name="target_company" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none"/>
+					</div>
+					<div>
+						<label class="block text-xs font-medium text-gray-400 mb-1">Stage</label>
+						<select name="stage" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none">
+							<option value="pipeline">Pipeline</option>
+							<option value="loi">LOI Stage</option>
+							<option value="initial_review">Initial Review</option>
+							<option value="due_diligence">Due Diligence</option>
+							<option value="final_negotiation">Final Negotiation</option>
+							<option value="closed">Closed</option>
+						</select>
+					</div>
+					<div class="grid grid-cols-2 gap-3">
+						<div>
+							<label class="block text-xs font-medium text-gray-400 mb-1">Deal Size</label>
+							<input type="number" name="deal_size" step="0.01" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none"/>
+						</div>
+						<div>
+							<label class="block text-xs font-medium text-gray-400 mb-1">Currency</label>
+							<select name="currency" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none">
+								<option value="USD">USD</option>
+								<option value="EUR">EUR</option>
+								<option value="GBP">GBP</option>
+							</select>
+						</div>
+					</div>
+					<div class="grid grid-cols-2 gap-3">
+						<div>
+							<label class="block text-xs font-medium text-gray-400 mb-1">IOI Date</label>
+							<input type="date" name="ioi_date" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none"/>
+						</div>
+						<div>
+							<label class="block text-xs font-medium text-gray-400 mb-1">LOI Date</label>
+							<input type="date" name="loi_date" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none"/>
+						</div>
+					</div>
+					<div>
+						<label class="block text-xs font-medium text-gray-400 mb-1">Description</label>
+						<textarea name="description" rows="2" class="w-full px-3 py-2 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none resize-none"></textarea>
+					</div>
+					<div class="flex justify-end gap-3 pt-2">
+						<button type="button" onclick="document.getElementById('newRoomModal').classList.add('hidden')" class="px-4 py-2 rounded-lg text-sm text-gray-400 hover:text-gray-200 border border-gray-700 hover:border-gray-600 transition">Cancel</button>
+						<button type="submit" class="px-4 py-2 rounded-lg bg-teal-500 text-white text-sm font-medium hover:bg-teal-600 transition">Create Room</button>
+					</div>
+				</form>
+			</div>
+		</div>
 	}
 }
 
@@ -111,6 +184,16 @@ func countByStage(deals []*model.Deal, stage string) int {
 	return count
 }
 
+func countIOIStage(deals []*model.Deal) int {
+	count := 0
+	for _, d := range deals {
+		if d.Stage == "loi" || d.Stage == "initial_review" {
+			count++
+		}
+	}
+	return count
+}
+
 func totalFiles(fc map[string]int) int {
 	total := 0
 	for _, c := range fc {
@@ -119,15 +202,11 @@ func totalFiles(fc map[string]int) int {
 	return total
 }
 
-func avgProbability(deals []*model.Deal) int {
-	if len(deals) == 0 {
-		return 0
+func formatLastAccessed(t *time.Time) string {
+	if t == nil {
+		return "Never accessed"
 	}
-	sum := 0
-	for _, d := range deals {
-		sum += d.CloseProbability
-	}
-	return sum / len(deals)
+	return "Last accessed " + t.Format("Jan 2")
 }
 
 templ statCard(label, value, subtitle, iconType string) {

templates/dealroom.templ

@@ -2,8 +2,9 @@ package templates
 
 import "dealroom/internal/model"
 import "fmt"
+import "time"
 
-templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.Folder, files []*model.File, requests []*model.DiligenceRequest) {
+templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.Folder, files []*model.File, requests []*model.DiligenceRequest, activeFolder string) {
 	@Layout(profile, "deals") {
 		<div class="space-y-5">
 			<!-- Header -->
@@ -20,22 +21,18 @@ templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.
 			</div>
 
 			<!-- Deal Info Cards -->
-			<div class="grid grid-cols-4 gap-4">
+			<div class="grid grid-cols-3 gap-4">
 				<div class="bg-gray-900 rounded-lg border border-gray-800 p-4">
 					<div class="text-xs text-gray-500 uppercase tracking-wider mb-1">Deal Size</div>
 					<div class="text-lg font-bold">{ formatDealSize(deal.DealSize) }</div>
 				</div>
-				<div class="bg-gray-900 rounded-lg border border-gray-800 p-4">
-					<div class="text-xs text-gray-500 uppercase tracking-wider mb-1">Close Probability</div>
-					<div class="text-lg font-bold">{ fmt.Sprintf("%d%%", deal.CloseProbability) }</div>
-				</div>
 				<div class="bg-gray-900 rounded-lg border border-gray-800 p-4">
 					<div class="text-xs text-gray-500 uppercase tracking-wider mb-1">IOI Date</div>
 					<div class="text-lg font-bold">
 						if deal.IOIDate != "" {
 							{ deal.IOIDate }
 						} else {
-							<span class="text-gray-600">—</span>
+							<span class="text-gray-600">&mdash;</span>
 						}
 					</div>
 				</div>
@@ -45,14 +42,14 @@ templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.
 						if deal.ExclusivityEnd != "" {
 							{ deal.ExclusivityEnd }
 						} else {
-							<span class="text-gray-600">—</span>
+							<span class="text-gray-600">&mdash;</span>
 						}
 					</div>
 				</div>
 			</div>
 
 			<!-- Tabs -->
-			<div x-data="{ tab: 'documents' }">
+			<div>
 				<div class="flex gap-1 border-b border-gray-800 mb-4">
 					<button onclick="showTab('documents')" id="tab-documents" class="px-4 py-2 text-sm font-medium border-b-2 border-teal-500 text-teal-400">
 						Documents ({ fmt.Sprintf("%d", len(files)) })
@@ -68,21 +65,28 @@ templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.
 						<!-- Folder Tree -->
 						<div class="bg-gray-900 rounded-lg border border-gray-800 p-3">
 							<h3 class="text-xs font-medium text-gray-500 uppercase tracking-wider mb-3">Folders</h3>
+							<!-- All Documents -->
+							<div class="mb-1">
+								<a href={ templ.SafeURL(fmt.Sprintf("/deals/%s?folder=all", deal.ID)) } class={ "flex items-center gap-1.5 py-1.5 px-2 rounded text-sm", templ.KV("bg-teal-500/10 text-teal-400", activeFolder == "all"), templ.KV("hover:bg-gray-800 text-gray-300", activeFolder != "all") }>
+									<svg class="w-4 h-4 text-teal-400/70 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 6h16M4 10h16M4 14h16M4 18h16"></path></svg>
+									<span class="truncate">All Documents</span>
+								</a>
+							</div>
 							for _, folder := range folders {
 								if folder.ParentID == "" {
 									<div class="mb-1">
-										<div class="flex items-center gap-1.5 py-1.5 px-2 rounded hover:bg-gray-800 text-sm cursor-pointer">
+										<a href={ templ.SafeURL(fmt.Sprintf("/deals/%s?folder=%s", deal.ID, folder.ID)) } class={ "flex items-center gap-1.5 py-1.5 px-2 rounded text-sm cursor-pointer", templ.KV("bg-teal-500/10 text-teal-400", activeFolder == folder.ID), templ.KV("hover:bg-gray-800 text-gray-300", activeFolder != folder.ID) }>
 											<svg class="w-4 h-4 text-teal-400/70 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 7v10a2 2 0 002 2h14a2 2 0 002-2V9a2 2 0 00-2-2h-6l-2-2H5a2 2 0 00-2 2z"></path></svg>
-											<span class="truncate text-gray-300">{ folder.Name }</span>
-										</div>
+											<span class="truncate">{ folder.Name }</span>
+										</a>
 										<!-- Child folders -->
 										for _, child := range folders {
 											if child.ParentID == folder.ID {
 												<div class="ml-4">
-													<div class="flex items-center gap-1.5 py-1.5 px-2 rounded hover:bg-gray-800 text-sm cursor-pointer">
+													<a href={ templ.SafeURL(fmt.Sprintf("/deals/%s?folder=%s", deal.ID, child.ID)) } class={ "flex items-center gap-1.5 py-1.5 px-2 rounded text-sm cursor-pointer", templ.KV("bg-teal-500/10 text-teal-400", activeFolder == child.ID), templ.KV("hover:bg-gray-800 text-gray-300", activeFolder != child.ID) }>
 														<svg class="w-4 h-4 text-teal-400/70 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 7v10a2 2 0 002 2h14a2 2 0 002-2V9a2 2 0 00-2-2h-6l-2-2H5a2 2 0 00-2 2z"></path></svg>
-														<span class="truncate text-gray-300">{ child.Name }</span>
-													</div>
+														<span class="truncate">{ child.Name }</span>
+													</a>
 												</div>
 											}
 										}
@@ -93,26 +97,47 @@ templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.
 
 						<!-- Files Table -->
 						<div class="col-span-3 bg-gray-900 rounded-lg border border-gray-800">
+							<!-- Search -->
+							<div class="p-3 border-b border-gray-800">
+								<input type="text" id="fileSearch" placeholder="Search files..." oninput="filterFiles()" class="w-full px-3 py-1.5 bg-gray-800 border border-gray-700 rounded-lg text-sm text-gray-100 focus:border-teal-500 focus:outline-none"/>
+							</div>
 							<table class="w-full">
 								<thead>
 									<tr class="border-b border-gray-800">
 										<th class="text-left px-4 py-2.5 text-xs font-medium text-gray-500 uppercase tracking-wider">File Name</th>
 										<th class="text-left px-4 py-2.5 text-xs font-medium text-gray-500 uppercase tracking-wider w-24">Size</th>
-										<th class="text-left px-4 py-2.5 text-xs font-medium text-gray-500 uppercase tracking-wider w-24">Status</th>
+										<th class="text-left px-4 py-2.5 text-xs font-medium text-gray-500 uppercase tracking-wider w-24">Date</th>
+										<th class="text-left px-4 py-2.5 text-xs font-medium text-gray-500 uppercase tracking-wider w-28">Status</th>
 									</tr>
 								</thead>
-								<tbody class="divide-y divide-gray-800/50">
+								<tbody id="fileTableBody" class="divide-y divide-gray-800/50">
 									for _, file := range files {
-										<tr class="hover:bg-gray-800/30 transition">
-											<td class="px-4 py-2.5">
-												<div class="flex items-center gap-2">
-													@fileIcon(file.Name)
-													<span class="text-sm">{ file.Name }</span>
-												</div>
-											</td>
-											<td class="px-4 py-2.5 text-xs text-gray-500">{ formatFileSize(file.FileSize) }</td>
-											<td class="px-4 py-2.5">@FileStatusBadge(file.Status)</td>
-										</tr>
+										if activeFolder == "" || activeFolder == "all" || file.FolderID == activeFolder {
+											<tr class="hover:bg-gray-800/30 transition file-row" data-filename={ file.Name }>
+												<td class="px-4 py-2.5">
+													<div class="flex items-center gap-2">
+														@fileIcon(file.Name)
+														<span class="text-sm">{ file.Name }</span>
+													</div>
+												</td>
+												<td class="px-4 py-2.5 text-xs text-gray-500">{ formatFileSize(file.FileSize) }</td>
+												<td class="px-4 py-2.5 text-xs text-gray-500">{ formatFileDate(file.CreatedAt) }</td>
+												<td class="px-4 py-2.5">
+													<div class="relative status-dropdown">
+														<button onclick={ templ.ComponentScript{Call: fmt.Sprintf("toggleStatusDropdown(event, '%s', '%s')", deal.ID, file.ID)} } class="cursor-pointer">
+															@FileStatusBadge(file.Status)
+														</button>
+														<div class="hidden absolute z-10 mt-1 right-0 w-36 bg-gray-800 border border-gray-700 rounded-lg shadow-xl py-1" data-dropdown={ file.ID }>
+															@statusOption(deal.ID, file.ID, "uploaded", "Uploaded")
+															@statusOption(deal.ID, file.ID, "processing", "Processing")
+															@statusOption(deal.ID, file.ID, "reviewed", "Reviewed")
+															@statusOption(deal.ID, file.ID, "flagged", "Flagged")
+															@statusOption(deal.ID, file.ID, "archived", "Archived")
+														</div>
+													</div>
+												</td>
+											</tr>
+										}
 									}
 								</tbody>
 							</table>
@@ -170,11 +195,52 @@ templ DealRoomDetail(profile *model.Profile, deal *model.Deal, folders []*model.
 						? 'px-4 py-2 text-sm font-medium border-b-2 border-teal-500 text-teal-400'
 						: 'px-4 py-2 text-sm font-medium border-b-2 border-transparent text-gray-500 hover:text-gray-300';
 				}
+
+				function filterFiles() {
+					var q = document.getElementById('fileSearch').value.toLowerCase();
+					document.querySelectorAll('.file-row').forEach(function(row) {
+						var name = row.getAttribute('data-filename').toLowerCase();
+						row.style.display = name.includes(q) ? '' : 'none';
+					});
+				}
+
+				function toggleStatusDropdown(event, dealID, fileID) {
+					event.stopPropagation();
+					document.querySelectorAll('[data-dropdown]').forEach(function(el) {
+						if (el.getAttribute('data-dropdown') !== fileID) {
+							el.classList.add('hidden');
+						}
+					});
+					var dd = document.querySelector('[data-dropdown="' + fileID + '"]');
+					dd.classList.toggle('hidden');
+				}
+
+				function updateFileStatus(dealID, fileID, status) {
+					fetch('/deals/' + dealID + '/files/' + fileID + '/status', {
+						method: 'PATCH',
+						headers: {'Content-Type': 'application/json'},
+						body: JSON.stringify({status: status})
+					}).then(function() {
+						window.location.reload();
+					});
+				}
+
+				document.addEventListener('click', function() {
+					document.querySelectorAll('[data-dropdown]').forEach(function(el) {
+						el.classList.add('hidden');
+					});
+				});
 			</script>
 		</div>
 	}
 }
 
+templ statusOption(dealID string, fileID string, status string, label string) {
+	<button onclick={ templ.ComponentScript{Call: fmt.Sprintf("updateFileStatus('%s', '%s', '%s')", dealID, fileID, status)} } class="block w-full text-left px-3 py-1.5 text-xs text-gray-300 hover:bg-gray-700 transition">
+		{ label }
+	</button>
+}
+
 func formatFileSize(bytes int64) string {
 	if bytes < 1024 {
 		return fmt.Sprintf("%d B", bytes)
@@ -185,6 +251,17 @@ func formatFileSize(bytes int64) string {
 	return fmt.Sprintf("%.1f MB", float64(bytes)/(1024*1024))
 }
 
+func formatFileDate(t time.Time) string {
+	if t.IsZero() {
+		return ""
+	}
+	now := time.Now()
+	if t.Year() == now.Year() {
+		return t.Format("Jan 2")
+	}
+	return t.Format("Jan 2, 2006")
+}
+
 templ fileIcon(name string) {
 	<div class={ "w-7 h-7 rounded flex items-center justify-center text-xs font-semibold text-white",
 		templ.KV("bg-red-500", hasSuffix(name, ".pdf")),

templates/dealrooms.templ

@@ -22,7 +22,6 @@ templ DealRooms(profile *model.Profile, deals []*model.Deal) {
 							<th class="text-left px-4 py-3 text-xs font-medium text-gray-500 uppercase tracking-wider">Stage</th>
 							<th class="text-left px-4 py-3 text-xs font-medium text-gray-500 uppercase tracking-wider">Deal Size</th>
 							<th class="text-left px-4 py-3 text-xs font-medium text-gray-500 uppercase tracking-wider">Documents</th>
-							<th class="text-left px-4 py-3 text-xs font-medium text-gray-500 uppercase tracking-wider">Close Prob.</th>
 							<th class="text-left px-4 py-3 text-xs font-medium text-gray-500 uppercase tracking-wider">IOI Date</th>
 							<th class="text-left px-4 py-3 text-xs font-medium text-gray-500 uppercase tracking-wider">LOI Date</th>
 						</tr>
@@ -42,7 +41,6 @@ templ DealRooms(profile *model.Profile, deals []*model.Deal) {
 								<td class="px-4 py-3">@StageBadge(deal.Stage)</td>
 								<td class="px-4 py-3 text-sm text-gray-300">{ formatDealSize(deal.DealSize) }</td>
 								<td class="px-4 py-3 text-sm text-gray-400">{ fmt.Sprintf("%d files", deal.FileCount) }</td>
-								<td class="px-4 py-3 text-sm text-gray-300">{ fmt.Sprintf("%d%%", deal.CloseProbability) }</td>
 								<td class="px-4 py-3 text-xs text-gray-500">{ deal.IOIDate }</td>
 								<td class="px-4 py-3 text-xs text-gray-500">{ deal.LOIDate }</td>
 							</tr>