# Misha's Feature Requests — 2026-02-24

## 1. Dashboard

### a. Overview Buckets (top)
- **Keep:** Active Rooms
- **Replace other buckets with:**
  - Prospect
  - Internal
  - Initial Marketing
  - IOI
  - LOI

## 2. Creating a New Room (modal/popup)

### a. Industry Selection
- Pre-populated list of standard industries (user can scroll or type to filter)
- Ability to add custom/internal-to-firm industries as a new category in the dropdown

### b. Stage Categories
- Prospect
- Internal
- Initial Marketing
- IOI
- LOI
- Closed

### c. Folder Structure
- **Remove from this popup** — set up after initial dataroom is created

### d. Internal Deal Team (was "Initial Team")
- Rename field to "Internal Deal Team"
- Email tag input: user types email → becomes a tag/chip object → can type next email
- Auto-suggest contacts from the firm as user types (match against existing firm users)
- Click suggestion to add without typing full email

### e. Replace "Create Dataroom" button with "Add Users" button
- This button advances to the next screen (user permissions setup)

#### Add Users Screen:
1. **Create groups with roles:**
   - Administrator — same permissions as creator
   - Contributor — can upload documents
   - Viewer (no downloads) — can only view with watermark, cannot download
   - Viewer (downloads w/ watermark) — can view and download with watermark
   - Viewer (downloads no watermark) — full view and download, no restrictions

2. **Folder/document visibility per group:**
   - Checkbox tree next to each folder/document
   - Creator selects which folders/docs each group can see

### f. After "Add Users" → "Folder Structure" button (bottom right has Back + Folder Structure)

#### Folder Structure Screen — Two Paths:
**Path 1: Upload Request List (Excel)**
- User uploads an Excel file
- System auto-generates folder structure from it
- User can edit the generated structure before finalizing
- System helps user fix/re-map if Excel format is not recognized correctly

**Path 2: Build Own Folder Structure**
- User manually creates folders
- Once built, user can **save the structure under a name** for reuse in future datarooms
- All folder structures are editable after dataroom creation (in the dataroom view)

## 3. Deal Rooms — Within Each Deal

### a. Document Side

1. **Edit deal info** — ability to modify the deal info that was entered during creation

2. **Drag-to-reorder folders** — grab and drag to change priority order; also right-click → move up/move down

3. **Context-aware folder pre-selection on upload:**
   - If user clicked into a folder and then clicks "Upload Document", the folder selector should pre-select that folder
   - User can still change it manually

4. **Drag-and-drop file upload:**
   - Upload modal should support drag-and-drop in addition to file picker
   - Clicking into a folder: if user has upload permission, they can drag-and-drop files directly into the folder view (no need to click "Upload Document" button)

### b. Request List Side

1. **Upload a request/diligence list:**
   - User gets choice: convert folder structure to match the request list, OR keep original folder structure
   - Show a preview of what the new folder structure would look like before user decides

2. **Auto-assign existing files to requests:**
   - If files already exist in the dataroom when a request list is uploaded, offer to auto-assign existing files to matching request line items
   - User reviews and corrects assignments before confirming

3. **Request list targeting:**
   - When uploading, user selects: all groups OR a specific group
   - Support multiple request list uploads:
     - Options: replace existing list, add to existing list, or create a group-specific list
     - One main request list for all groups + separate group-specific lists can coexist