Commit Graph

13 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 e80dcad126 chore: add feature spec for responses/AI matching/assignment rules 2026-02-25 03:55:54 -05:00
James bdd1d9fdde feat: XLSX request list upload with smart column detection
- Add excelize v2 for XLSX parsing
- Auto-detect column indices from header row using common DD checklist
  naming conventions (section/category/topic, item#/ref/no, description/
  request/document, priority/urgency/criticality)
- Detect file type by extension + PK magic bytes (xlsx is a zip)
- Smart priority mapping: critical/urgent→high, nice/optional→low
- Fall back to positional parsing (col 0=section, 1=item#, 2=desc) if
  headers don't match known patterns
- Update modal label: 'Excel .xlsx or CSV — columns auto-detected'
2026-02-25 00:38:07 -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 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 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 70939a602e feat: doc-request list linking
Show linked file names as downloadable pills in request list view.
Files linked to request items during upload are displayed inline.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 02:53:06 -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 d99b455282 chore: auto-commit uncommitted changes 2026-02-23 00:01:23 -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