dealroom/SPEC.md

# Deal Room - Architecture Specification

**Project:** Deal Room - Secure Investment Banking Document Sharing Platform
**Owner:** Misha Muskepo (michael@muskepo.com)
**Tech Lead:** James
**Architecture Pattern:** inou-portal pattern

> **Note:** Items marked with 🆕 were discovered from the Lovable prototype analysis and added to this spec.
> Items marked with 📝 were modified based on the prototype's implementation.

## Executive Summary

Deal Room is a secure, invite-only document sharing platform designed for Investment Banking deal teams. It provides role-based access control, encrypted file storage, AI-powered document analysis, and comprehensive audit trails for sensitive financial transactions.

## System Architecture

### Core Principles
- **Single binary deployment** - Zero runtime dependencies
- **Data-centric design** - All entities stored in normalized SQLite tables
- **Security-first** - Encryption at rest, RBAC, audit logging
- **AI-enhanced** - Document analysis and embeddings for intelligent search
- **Production-grade** - Battle-tested patterns from inou-portal

### Technology Stack
- **Backend:** Go 1.22+ (single binary)
- **Templates:** templ (type-safe HTML generation)
- **Frontend:** HTMX + Tailwind CSS (CDN)
- **Database:** SQLite with encryption at rest
- **File Storage:** Encrypted (AES-256-GCM) + Compressed (zstd)
- **AI/ML:** K2.5 for document analysis and embeddings
- **Authentication:** Email/password + magic link + session cookies

## Database Schema

### Core Tables

#### organizations 🆕
```sql
CREATE TABLE organizations (
    id TEXT PRIMARY KEY,
    name TEXT NOT NULL,
    slug TEXT UNIQUE NOT NULL,
    domain TEXT,
    logo_url TEXT,
    settings TEXT, -- JSON
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL
);
```

#### users (was: profiles + auth.users)
```sql
CREATE TABLE users (
    id TEXT PRIMARY KEY,
    email TEXT UNIQUE NOT NULL,
    full_name TEXT NOT NULL,
    title TEXT,                    -- 🆕 Job title
    phone TEXT,                    -- 🆕
    password_hash TEXT NOT NULL,
    avatar_url TEXT,
    organization_id TEXT,          -- 🆕 FK to organizations
    onboarding_completed BOOLEAN NOT NULL DEFAULT 0,  -- 🆕
    settings TEXT,                 -- 🆕 JSON user preferences
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,
    last_login INTEGER,
    is_active BOOLEAN NOT NULL DEFAULT 1,

    FOREIGN KEY (organization_id) REFERENCES organizations(id)
);

CREATE INDEX idx_users_email ON users(email);
CREATE INDEX idx_users_org ON users(organization_id);
```

#### user_roles 🆕
```sql
CREATE TABLE user_roles (
    id TEXT PRIMARY KEY,
    user_id TEXT NOT NULL,
    organization_id TEXT NOT NULL,
    role TEXT NOT NULL CHECK (role IN ('owner', 'admin', 'member', 'viewer')),
    created_at INTEGER NOT NULL,

    FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
    FOREIGN KEY (organization_id) REFERENCES organizations(id) ON DELETE CASCADE,
    UNIQUE(user_id, organization_id)
);
```

#### 📝 deals (was: entries with type=deal_room)
```sql
CREATE TABLE deals (
    id TEXT PRIMARY KEY,
    name TEXT NOT NULL,
    description TEXT,
    organization_id TEXT NOT NULL,
    created_by TEXT,
    stage TEXT NOT NULL DEFAULT 'pipeline'
        CHECK (stage IN ('pipeline', 'loi', 'initial_review', 'due_diligence', 'final_negotiation', 'closed', 'dead')),
    target_company TEXT,
    deal_size REAL,                     -- 🆕
    currency TEXT DEFAULT 'USD',        -- 🆕
    close_probability REAL,             -- 🆕 0-100
    expected_close_date TEXT,           -- 🆕 ISO date
    ioi_date TEXT,                      -- 🆕 Indication of Interest date
    loi_date TEXT,                      -- 🆕 Letter of Intent date
    exclusivity_end_date TEXT,          -- 🆕
    is_archived BOOLEAN DEFAULT 0,     -- 🆕
    settings TEXT,                      -- 🆕 JSON
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (organization_id) REFERENCES organizations(id),
    FOREIGN KEY (created_by) REFERENCES users(id)
);

CREATE INDEX idx_deals_org ON deals(organization_id);
CREATE INDEX idx_deals_stage ON deals(stage);
```

#### 📝 folders (was: implicit in entries hierarchy)
```sql
CREATE TABLE folders (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    parent_id TEXT,                     -- Self-referential tree
    name TEXT NOT NULL,
    description TEXT,
    sort_order INTEGER DEFAULT 0,
    created_by TEXT,
    ai_summary TEXT,                   -- 🆕 Atlas-generated summary
    ai_summary_updated_at INTEGER,     -- 🆕
    completeness_score REAL,           -- 🆕 0-100, AI-computed
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE,
    FOREIGN KEY (parent_id) REFERENCES folders(id),
    FOREIGN KEY (created_by) REFERENCES users(id)
);

CREATE INDEX idx_folders_deal ON folders(deal_id);
CREATE INDEX idx_folders_parent ON folders(parent_id);
```

#### 📝 files (was: entries with type=document)
```sql
CREATE TABLE files (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    folder_id TEXT,
    name TEXT NOT NULL,                -- Original filename
    file_path TEXT,                     -- Encrypted storage path
    file_size INTEGER,
    file_hash TEXT,                     -- SHA-256
    mime_type TEXT,
    uploaded_by TEXT,
    status TEXT DEFAULT 'uploaded'
        CHECK (status IN ('uploaded', 'processing', 'reviewed', 'flagged', 'archived')),
    version INTEGER DEFAULT 1,
    ai_summary TEXT,                   -- 🆕
    ai_tags TEXT,                      -- 🆕 JSON array
    is_sensitive BOOLEAN DEFAULT 0,    -- 🆕
    download_disabled BOOLEAN DEFAULT 0, -- 🆕
    watermark_enabled BOOLEAN DEFAULT 0, -- 🆕
    embedding BLOB,
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE,
    FOREIGN KEY (folder_id) REFERENCES folders(id),
    FOREIGN KEY (uploaded_by) REFERENCES users(id)
);

CREATE INDEX idx_files_deal ON files(deal_id);
CREATE INDEX idx_files_folder ON files(folder_id);
CREATE INDEX idx_files_status ON files(status);
```

#### diligence_requests 🆕
```sql
CREATE TABLE diligence_requests (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    section TEXT NOT NULL,              -- Category: Financial, Legal, Technology, etc.
    item_number TEXT,                   -- e.g., "1.1", "2.3"
    description TEXT NOT NULL,
    priority TEXT DEFAULT 'medium'
        CHECK (priority IN ('high', 'medium', 'low')),
    created_by TEXT,
    buyer_group TEXT,                  -- Which buyer group
    buyer_comment TEXT,                -- Inline comment from buyer
    seller_comment TEXT,               -- Inline comment from seller
    linked_file_ids TEXT,              -- JSON array of file IDs
    atlas_status TEXT
        CHECK (atlas_status IN ('fulfilled', 'partial', 'missing', 'not_applicable')),
    atlas_confidence REAL,             -- 0-100
    atlas_note TEXT,
    atlas_assessed_at INTEGER,
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE,
    FOREIGN KEY (created_by) REFERENCES users(id)
);

CREATE INDEX idx_requests_deal ON diligence_requests(deal_id);
CREATE INDEX idx_requests_section ON diligence_requests(section);
CREATE INDEX idx_requests_status ON diligence_requests(atlas_status);
```

#### buyer_engagement 🆕
```sql
CREATE TABLE buyer_engagement (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    user_id TEXT,
    file_id TEXT,
    folder_id TEXT,
    event_type TEXT NOT NULL,
    dwell_time_seconds REAL,
    page_views INTEGER,
    metadata TEXT,                      -- JSON
    created_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE,
    FOREIGN KEY (file_id) REFERENCES files(id),
    FOREIGN KEY (folder_id) REFERENCES folders(id)
);

CREATE INDEX idx_engagement_deal ON buyer_engagement(deal_id);
CREATE INDEX idx_engagement_user ON buyer_engagement(user_id);
```

#### deal_scores 🆕
```sql
CREATE TABLE deal_scores (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    close_probability REAL NOT NULL,   -- 0-100
    risk_tier TEXT NOT NULL,           -- low, medium, high
    diligence_completion REAL,
    buyer_engagement_score REAL,
    response_velocity REAL,
    red_flag_count INTEGER DEFAULT 0,
    recommendations TEXT,              -- JSON array of strings
    computed_at INTEGER NOT NULL,
    created_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE
);

CREATE INDEX idx_scores_deal ON deal_scores(deal_id);
```

#### ai_insights 🆕
```sql
CREATE TABLE ai_insights (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    insight_type TEXT NOT NULL,
    title TEXT NOT NULL,
    content TEXT,
    severity TEXT,
    is_dismissed BOOLEAN DEFAULT 0,
    source_file_ids TEXT,              -- JSON array
    created_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE
);

CREATE INDEX idx_insights_deal ON ai_insights(deal_id);
```

#### contacts 🆕
```sql
CREATE TABLE contacts (
    id TEXT PRIMARY KEY,
    organization_id TEXT NOT NULL,
    full_name TEXT NOT NULL,
    email TEXT,
    phone TEXT,
    company TEXT,
    title TEXT,
    contact_type TEXT,                 -- buyer, advisor, internal, seller
    tags TEXT,                         -- JSON array
    notes TEXT,
    last_activity_at INTEGER,
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (organization_id) REFERENCES organizations(id) ON DELETE CASCADE
);

CREATE INDEX idx_contacts_org ON contacts(organization_id);
```

#### ic_memos 🆕
```sql
CREATE TABLE ic_memos (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    organization_id TEXT NOT NULL,
    created_by TEXT,
    title TEXT NOT NULL,
    content TEXT NOT NULL,             -- JSON: summary, business_model, financials, key_risks[], diligence_gaps[], valuation_considerations, recommendation, source_documents[]
    status TEXT DEFAULT 'draft'
        CHECK (status IN ('draft', 'review', 'final', 'archived')),
    version INTEGER DEFAULT 1,
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE,
    FOREIGN KEY (organization_id) REFERENCES organizations(id),
    FOREIGN KEY (created_by) REFERENCES users(id)
);

CREATE INDEX idx_memos_deal ON ic_memos(deal_id);
```

#### nda_records 🆕
```sql
CREATE TABLE nda_records (
    id TEXT PRIMARY KEY,
    deal_id TEXT NOT NULL,
    signer_name TEXT NOT NULL,
    signer_email TEXT NOT NULL,
    signer_company TEXT,
    user_id TEXT,
    status TEXT DEFAULT 'pending',
    signed_at INTEGER,
    expires_at INTEGER,
    nda_document_url TEXT,
    ip_address TEXT,
    created_at INTEGER NOT NULL,

    FOREIGN KEY (deal_id) REFERENCES deals(id) ON DELETE CASCADE
);
```

#### tasks 🆕
```sql
CREATE TABLE tasks (
    id TEXT PRIMARY KEY,
    organization_id TEXT NOT NULL,
    deal_id TEXT,
    title TEXT NOT NULL,
    description TEXT,
    assigned_to TEXT,
    created_by TEXT,
    status TEXT DEFAULT 'pending',
    priority TEXT DEFAULT 'medium'
        CHECK (priority IN ('high', 'medium', 'low')),
    due_date TEXT,
    completed_at INTEGER,
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (organization_id) REFERENCES organizations(id),
    FOREIGN KEY (deal_id) REFERENCES deals(id),
    FOREIGN KEY (assigned_to) REFERENCES users(id)
);
```

#### workflow_rules 🆕
```sql
CREATE TABLE workflow_rules (
    id TEXT PRIMARY KEY,
    organization_id TEXT NOT NULL,
    name TEXT NOT NULL,
    trigger_type TEXT NOT NULL,
    trigger_config TEXT NOT NULL,       -- JSON
    action_type TEXT NOT NULL,
    action_config TEXT NOT NULL,        -- JSON
    is_active BOOLEAN DEFAULT 1,
    created_by TEXT,
    created_at INTEGER NOT NULL,
    updated_at INTEGER NOT NULL,

    FOREIGN KEY (organization_id) REFERENCES organizations(id)
);
```

#### sessions
```sql
CREATE TABLE sessions (
    token TEXT PRIMARY KEY,
    user_id TEXT NOT NULL,
    expires_at INTEGER NOT NULL,
    created_at INTEGER NOT NULL,
    last_used INTEGER NOT NULL,
    user_agent TEXT,
    ip_address TEXT,

    FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE
);

CREATE INDEX idx_sessions_user ON sessions(user_id);
CREATE INDEX idx_sessions_expires ON sessions(expires_at);
```

#### audit_log (📝 renamed from deal_activity for clarity)
```sql
CREATE TABLE audit_log (
    id TEXT PRIMARY KEY,
    user_id TEXT,
    deal_id TEXT,
    organization_id TEXT,
    action TEXT NOT NULL
        CHECK (action IN ('view', 'download', 'upload', 'edit', 'delete', 'share', 'comment', 'permission_change', 'nda_signed', 'login')),
    resource_type TEXT,
    resource_id TEXT,
    resource_name TEXT,
    details TEXT,                       -- JSON
    ip_address TEXT,
    user_agent TEXT,
    created_at INTEGER NOT NULL,

    FOREIGN KEY (user_id) REFERENCES users(id),
    FOREIGN KEY (deal_id) REFERENCES deals(id)
);

CREATE INDEX idx_audit_user ON audit_log(user_id);
CREATE INDEX idx_audit_deal ON audit_log(deal_id);
CREATE INDEX idx_audit_action ON audit_log(action);
CREATE INDEX idx_audit_created ON audit_log(created_at);
```

## Permission Model (RBAC)

### 📝 Role-Based (from Lovable prototype)

Four roles per organization:
- **Owner:** Full access. Can delete deals, manage org settings, transfer ownership.
- **Admin:** Manage deals, users, integrations. Cannot delete organization.
- **Member:** Create/manage deals, upload documents, use all VDR features.
- **Viewer:** Read-only access to shared deal rooms.

### Seller vs Buyer View 🆕
- **Seller** = Owner or Admin role → full platform access
- **Buyer** = Member or Viewer role → restricted view filtered by buyer_group

| Feature | Seller | Buyer |
|---------|--------|-------|
| Create deal rooms | ✅ | ❌ |
| Upload files | ✅ | ❌ |
| Create/upload request lists | ✅ | ❌ |
| View analytics & engagement | ✅ | ❌ |
| Generate IC memos | ✅ | ❌ |
| View all deals | ✅ | Only assigned deals |
| View all requests | ✅ | Only their buyer_group |
| Add comments on requests | ✅ | ✅ |
| Use Atlas AI | ✅ | ✅ (scoped) |

## API Endpoints

### Authentication
```
POST /auth/login              # Email/password login
POST /auth/signup             # Create account + org 🆕
GET  /auth/verify/{token}     # Verify magic link
POST /auth/logout             # End session
GET  /auth/me                 # Current user info
POST /auth/demo/{role}        # Demo login (seller/buyer) 🆕
```

### Organizations 🆕
```
POST   /api/organizations          # Create organization
GET    /api/organizations/{id}     # Get organization
PUT    /api/organizations/{id}     # Update organization
```

### Deals 📝 (was: Deal Rooms)
```
GET    /api/deals             # List deals (filtered by role/buyer_group)
POST   /api/deals             # Create deal (seller only)
GET    /api/deals/{id}        # Get deal details
PUT    /api/deals/{id}        # Update deal
DELETE /api/deals/{id}        # Archive deal
```

### Folders 🆕
```
GET    /api/deals/{id}/folders       # List folders (tree)
POST   /api/deals/{id}/folders       # Create folder
PUT    /api/folders/{id}             # Update folder
DELETE /api/folders/{id}             # Delete folder
POST   /api/folders/{id}/summarize   # Generate AI summary
```

### Files 📝
```
GET    /api/deals/{id}/files         # List files (optional folder_id filter)
POST   /api/deals/{id}/files         # Upload file(s)
GET    /api/files/{id}               # Get file metadata
GET    /api/files/{id}/download      # Download file
PUT    /api/files/{id}               # Update file metadata
DELETE /api/files/{id}               # Delete file
```

### Diligence Requests 🆕
```
GET    /api/deals/{id}/requests      # List requests for a deal
POST   /api/deals/{id}/requests      # Create request
POST   /api/deals/{id}/requests/bulk # Bulk import (CSV) 🆕
PUT    /api/requests/{id}            # Update request (status, comments)
GET    /api/requests                 # Cross-deal request list
```

### Contacts 🆕
```
GET    /api/contacts                 # List contacts for org
POST   /api/contacts                 # Create contact
PUT    /api/contacts/{id}            # Update contact
DELETE /api/contacts/{id}            # Delete contact
```

### IC Memos 🆕
```
GET    /api/ic-memos                 # List memos for org
POST   /api/ic-memos/generate        # Generate memo from deal
GET    /api/ic-memos/{id}            # Get memo
PUT    /api/ic-memos/{id}            # Update memo
```

### Analytics & Engagement 🆕
```
GET    /api/deals/{id}/engagement    # Buyer engagement data
GET    /api/deals/{id}/score         # Get deal score
POST   /api/deals/{id}/score         # Compute deal score
```

### AI 📝
```
POST   /api/ai/folder-summary       # Generate folder summary
POST   /api/ai/deal-score           # Compute deal close probability
POST   /api/ai/ic-memo              # Generate IC memo
POST   /api/ai/chat                 # Atlas AI chat (context-aware)
GET    /api/deals/{id}/insights      # AI insights for deal
POST   /api/analyze/{file_id}       # Trigger file AI analysis
GET    /api/search?q={query}        # Semantic search
```

### Activity & Audit
```
GET    /api/activity                 # Activity feed (org-wide)
GET    /api/audit                    # Full audit log (filterable)
```

## Page Routes (Server-Rendered)

```
GET  /                        # Dashboard
GET  /auth                    # Login/Signup page 📝
GET  /deals                   # Deal rooms list 🆕
GET  /deals/{id}              # Deal room detail (documents + requests) 📝
GET  /requests                # Cross-deal request lists 🆕
GET  /analytics               # Engagement analytics 🆕
GET  /ic-memos                # IC Memo generator + viewer 🆕
GET  /contacts                # Contact management 🆕
GET  /audit                   # Audit log 📝
GET  /settings                # Settings (profile, org, security, integrations, workflows) 📝
GET  /guide                   # Platform documentation/guide 🆕
```

## File Storage Design

### Storage Structure
```
data/
├── db/
│   └── dealroom.db           # SQLite database
├── files/
│   ├── {deal_id}/
│   │   ├── {folder_id|root}/
│   │   │   └── {timestamp}_{filename}.enc
│   │   └── ...
│   └── temp/                 # Temporary upload staging
└── backups/
    ├── db/
    └── files/
```

### Encryption Process
1. **Upload:** File uploaded to `/temp/{uuid}`
2. **Compress:** Apply zstd compression (level 3)
3. **Encrypt:** AES-256-GCM with random nonce
4. **Store:** Move to deal/folder directory
5. **AI Process:** Generate summary, tags, embeddings 🆕
6. **Index:** Store metadata + embedding in database
7. **Cleanup:** Remove temp file

## AI/Embeddings Pipeline

### Document Processing Workflow
1. **Upload:** User uploads document
2. **Extract:** Convert to text (PDF, DOCX, XLSX support)
3. **Analyze:** Send to K2.5 for:
   - Content summarization → `files.ai_summary`
   - Tag extraction → `files.ai_tags`
   - Key metrics extraction
   - Risk factor identification
   - Classification
4. **Embed:** Generate vector embeddings for semantic search
5. **Store:** Save analysis results

### Atlas AI Features 🆕
1. **Folder Summaries** — analyze folder contents, generate natural language summary + completeness score
2. **Diligence Request Assessment** — auto-match uploaded docs to request items, set fulfilled/partial/missing with confidence scores
3. **Deal Score Computation** — weighted model:
   - 35% Diligence completion
   - 25% Buyer engagement score
   - 20% Response velocity
   - 20% Red flag mitigation
4. **IC Memo Generation** — structured memo from deal documents:
   - Executive Summary, Business Model, Financial Analysis, Key Risks, Diligence Gaps, Valuation Considerations, Recommendation
5. **Context-Aware Chat** — sidebar chat scoped to current deal, queries files/folders/requests/engagement
6. **AI Insights** — proactive risk flags and recommendations stored per deal

### Semantic Search
- **Vector Storage:** SQLite with vector extension
- **Similarity:** Cosine similarity for document matching
- **Hybrid Search:** Combine keyword + semantic results
- **Access Control:** Filter results by user permissions

## Security Model

### Authentication
- **Email/Password:** Primary auth method 📝
- **Magic Link:** Optional passwordless login
- **Demo Login:** Seller/buyer demo accounts 🆕
- **Session Management:** Secure HTTP-only cookies
- **Token Expiry:** 24-hour sessions with automatic refresh
- **Rate Limiting:** Prevent brute force attacks

### Authorization
- **RBAC:** Organization-level roles (owner/admin/member/viewer) 📝
- **Seller/Buyer views:** Role-based UI filtering 🆕
- **Buyer group scoping:** Buyers see only their assigned content 🆕
- **Audit Trail:** All actions logged with user attribution

### Data Protection
- **Encryption at Rest:** AES-256-GCM for files, encrypted SQLite
- **Encryption in Transit:** HTTPS only, HSTS headers
- **File Security:** Watermarking, download restrictions, sensitivity flags 🆕
- **NDA Gating:** Require signed NDA before deal room access 🆕
- **Tenant Isolation:** Organization-level data isolation 🆕

### Settings-Configurable Security 🆕
- MFA requirement toggle
- IP allowlisting
- Session timeout configuration
- Download watermarking toggle
- View-only mode for buyers

## Deployment Architecture

### Single Binary Approach
```
dealroom
├── Static assets embedded (CSS, JS)
├── Templates compiled
├── Database migrations
└── Configuration via environment variables
```

### Configuration
```bash
# Database
DB_PATH=/data/db/dealroom.db
DB_KEY=<encryption_key>

# File Storage
FILES_PATH=/data/files
BACKUP_PATH=/data/backups

# AI Service
K25_API_URL=http://k2.5:8080
K25_API_KEY=<api_key>

# Server
PORT=8080
BASE_URL=https://dealroom.company.com
SESSION_SECRET=<random_key>

# Email (for magic links)
SMTP_HOST=smtp.company.com
SMTP_USER=dealroom@company.com
SMTP_PASS=<password>
```

## Development Workflow

### Project Structure
```
dealroom/
├── cmd/dealroom/main.go      # Application entry point
├── internal/
│   ├── db/                   # Database layer
│   ├── rbac/                 # RBAC engine
│   ├── store/               # File storage
│   ├── ai/                  # K2.5 integration
│   ├── handler/             # HTTP handlers
│   └── model/               # Data models
├── templates/               # templ templates
├── static/                  # Static assets
├── migrations/              # Database migrations
├── Dockerfile
├── Makefile
└── README.md
```

### Build & Run
```bash
make build      # Build binary
make run        # Run in development mode
make test       # Run tests
make migrate    # Run database migrations
make docker     # Build Docker image
```

## Implementation Phases

### Phase 1: Core Platform (4 weeks)
- Authentication (email/password + sessions)
- Organization + user role management 🆕
- Deal CRUD with stage tracking 📝
- Folder tree management 🆕
- File upload with encryption
- Basic RBAC (seller/buyer views) 📝

### Phase 2: Diligence & Collaboration (3 weeks)
- Diligence request lists with sections 🆕
- CSV bulk import for requests 🆕
- Buyer/seller inline comments 🆕
- Buyer group filtering 🆕
- Activity feeds and audit log
- Contact management 🆕

### Phase 3: AI Integration (3 weeks) 📝
- K2.5 document analysis (summary, tags)
- Atlas folder summaries + completeness scores 🆕
- Diligence request auto-assessment 🆕
- Deal score computation engine 🆕
- IC Memo generation 🆕
- Embeddings and semantic search
- AI insights system 🆕

### Phase 4: Analytics & Engagement (2 weeks) 🆕
- Buyer engagement tracking
- Intent signals and alerts
- Deal close probability dashboard
- Engagement timeline

### Phase 5: Production Readiness (2 weeks)
- NDA gating flow 🆕
- Security settings (watermarking, download controls) 🆕
- Settings UI (profile, org, security) 📝
- Platform guide/documentation page 🆕
- Performance optimization
- Security hardening

### Phase 6: Advanced Features (3 weeks)
- Workflow automation engine 🆕
- CRM integrations (Salesforce, HubSpot) 🆕
- Task management system 🆕
- Demo login system 🆕
- Advanced reporting
- White-label/theming 🆕

Total estimated development time: **17 weeks** with dedicated development team.

## Success Metrics

### Technical Metrics
- **Uptime:** >99.9% availability
- **Response Time:** <200ms for page loads
- **File Upload:** <30s for 100MB files
- **Search Latency:** <500ms for semantic search

### Business Metrics
- **User Adoption:** Active users per deal room
- **Document Velocity:** Files uploaded/downloaded per day
- **Security Events:** Zero unauthorized access incidents
- **User Satisfaction:** NPS > 8 for ease of use
- **AI Accuracy:** >80% confidence on diligence auto-assessment 🆕

## Conclusion

Deal Room represents a modern, security-first approach to Investment Banking document management. By leveraging the proven inou-portal pattern with Go's performance characteristics and AI-enhanced document analysis, we deliver a solution that meets the demanding requirements of financial services while maintaining operational simplicity through single-binary deployment.

The Lovable prototype validated the core feature set and revealed several features not in the original spec — particularly the diligence request system, IC memo generation, buyer engagement analytics, and the Atlas AI integration points. These have been incorporated into this spec while maintaining our Go+HTMX architecture decisions.