Commit Graph

11 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 fa5362401a feat: audit log buyer group filter 2026-02-23 03:03:05 -05:00
James cc9e7eeff1 feat: search within deal room
Add debounced search input in deal detail header.
HTMX-powered search across files, folders, and request items.
Returns categorized results with links.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:55:22 -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 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 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 135d23468a feat: seller/buyer view toggle
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 01:08:21 -05:00
James eb103b4813 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>
2026-02-22 00:17:03 -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