Commit Graph

16 Commits

Author SHA1 Message Date
James 9cbd6db7cd feat: responses, AI matching, assignment rules, statements
- Schema: responses, response_chunks, request_links, assignment_rules tables
- Fireworks client: vision extraction (llama-v3p2-90b) + embeddings (nomic-embed-text-v1.5)
- PDF/XLSX extraction pipeline with pdftoppm and excelize
- Markdown chunker with heading/paragraph splitting and overlap
- Async extraction worker (2 goroutines) with cosine similarity matching at 0.72 threshold
- Response handlers: create statement, confirm/reject links, pending links, assignment rules CRUD
- Auto-assignment of requests by keyword rules on save + import
- File upload now creates response record and enqueues extraction
- Template: request status pills, assignee badges, AI match prompts, pending matches panel,
  add statement modal, assignment rules panel, file extraction status with 5s poll
2026-02-25 04:05:47 -05:00
James 13effdce40 fix: stage constraint migration + folder drag reparenting
- Auto-migrate deals table: old CHECK constraint ('pipeline','loi',...) → new
  stages ('prospect','internal','initial_marketing','ioi','loi','closed')
  Maps legacy values: pipeline→prospect, initial_review→initial_marketing,
  due_diligence→ioi, final_negotiation→loi, dead→closed
- Add POST /deals/folders/reparent endpoint with circular-ref guard
- Child folders are now draggable with full drag support
- Drop onto top 40% of a folder → reorder at same level (existing behaviour)
- Drop onto bottom 60% of a folder → make dragged folder a child of target
- Root drop zone appears when dragging a subfolder: drop here to promote to root
- Visual teal outline on hover shows where folder will land
2026-02-25 00:15:26 -05:00
James 24f4702f06 feat: Misha requests 2026-02-24
- Dashboard: replace buckets with stage-based counts (Prospect/Internal/Initial Marketing/IOI/LOI)
- New room modal: industry typeahead, stage dropdown, email chip input for deal team
- New room flow: Add Users screen with permission groups (admin/contributor/viewer variants)
- New room flow: per-group folder visibility checkboxes
- New room flow: Folder Structure step (Excel import or manual build with saved templates)
- Deal room: edit deal info inline
- Deal room: drag-to-reorder folders + right-click up/down
- Deal room: context-aware folder pre-selection on upload
- Deal room: drag-and-drop file upload (modal + direct folder drop)
- Request list: upload with folder structure preview/choice
- Request list: auto-assign existing files to requests
- Request list: group targeting + multi-list support (replace/append/group-specific)
2026-02-24 03:05:36 -05:00
James 16676b14a7 feat: contacts deal association with junction table and multi-select 2026-02-23 03:01:58 -05:00
James c222b5a3c3 feat: analytics per-buyer stats with buyer activity table 2026-02-23 02:59:48 -05:00
James 2d6e9fc79a feat: document comments
Add file_comments table and FileComment model.
Add comment icon per file that toggles inline comment panel.
Comments loaded via HTMX with add form, stored per file/deal.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:54:41 -05:00
James 9295b18560 feat: buyer-specific request lists
Add is_buyer_specific and visible_to_buyer_group to diligence_requests.
Filter request list for buyers to show general requests plus their
buyer-group-specific ones.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:53:40 -05:00
James 6484145581 feat: file upload and management
Add file upload with multipart form, local disk storage at data/uploads/.
Add file download with original filename and activity logging.
Add file delete (owner/admin only) with disk cleanup.
Add upload modal with folder selector and request item linking.
Add download and delete actions to file list.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:52:30 -05:00
James ae79ad12c3 feat: deal room folder management
Add folder create, rename, delete, and reorder handlers.
Add New Folder modal to deal room detail with parent folder selector.
Add sort_order field to folders for drag-to-reorder.
Order folders by sort_order in folder tree.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:51:04 -05:00
James 233b20efa6 feat: permission controls on request lists
Add buyer_can_comment/seller_can_comment to deals, buyer_group to profiles.
Add buyer_groups and folder_access tables for granular access control.
Add permission checkboxes to admin deal form, buyer_group to admin user form.
Update RBAC to use profile buyer_group field.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:49:57 -05:00
James f1c2a0ef84 feat: new room modal enhancements
Add industry field and exclusivity end date to new room modal.
Add folder structure textarea for auto-creating nested folders.
Add initial team invite textarea for inviting members on deal creation.
Add New Room button and modal to deal rooms page.
Add industry field to admin deal form.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:48:22 -05:00
James dad9dcd835 feat: invite system and team page
Add invites table, invite create/accept routes and handlers.
Add Team page with member list, invite modal with link generation.
Add invite accept page for new users to set name/password and join org.
Add Team nav item in sidebar.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:45:57 -05:00
James c2a8808983 feat: organization type on signup
Add org_type field (bank/pe_vc/company) to organizations table with
additive migration. Add type selector to signup form and admin org
edit form. Fix signup handler column names and session creation.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:43:37 -05:00
James 6ab568ba4f feat: production auth - bcrypt passwords, remove demo login, create Misha admin account
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 00:28:26 -05:00
James 3720ed7b84 Full app build: all pages, handlers, templates, demo data seeding
- Auth: email/password login + seller/buyer demo modes
- Dashboard with deal cards, stage badges, exclusivity countdown
- Deal Rooms list with timeline info
- Deal Room detail with Documents + Request List tabs
- Request List with buyer group tabs, Atlas status indicators
- Contacts, Audit Log, Analytics pages
- Role-based sidebar navigation (seller vs buyer views)
- SQLite schema with 16 tables + demo data seeding
- Teal accent theme matching Lovable prototype
- All templ templates generated, go build succeeds
2026-02-15 19:33:12 -05:00
James 11cf55cfb8 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.
2026-02-15 18:32:50 -05:00