dealroom/LOVABLE-ANALYSIS.md

Lovable Prototype Analysis — Dealspace AI

Generated from source code dump of Misha's 49-iteration Lovable prototype. Source: /home/johan/shared/dealspace-lovable/

Data Model (Supabase/PostgreSQL)

Tables

1. organizations

Field	Type	Notes
id	uuid PK
name	text
slug	text	URL-safe identifier
domain	text?
logo_url	text?
settings	jsonb?
created_at	timestamp
updated_at	timestamp

2. profiles

Field	Type	Notes
id	uuid PK
user_id	uuid	FK to auth.users
email	text?
full_name	text?
title	text?	Job title
phone	text?
avatar_url	text?
organization_id	uuid?	FK to organizations
onboarding_completed	boolean?
settings	jsonb?
created_at/updated_at	timestamp

3. user_roles

Field	Type	Notes
id	uuid PK
user_id	uuid	FK to auth.users
organization_id	uuid	FK to organizations
role	enum	owner, admin, member, viewer
created_at	timestamp

4. deals

Field	Type	Notes
id	uuid PK
name	text	Deal/project codename
description	text?
organization_id	uuid	FK to organizations
created_by	uuid?
stage	enum	pipeline, loi, initial_review, due_diligence, final_negotiation, closed, dead
target_company	text?
deal_size	numeric?
currency	text?
close_probability	numeric?	0-100
expected_close_date	date?
ioi_date	date?	Indication of Interest date
loi_date	date?	Letter of Intent date
exclusivity_end_date	date?
is_archived	boolean?
settings	jsonb?
created_at/updated_at	timestamp

5. folders

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
parent_id	uuid?	FK to folders (self-referential tree)
name	text
description	text?
sort_order	integer?
created_by	uuid?
ai_summary	text?	Atlas-generated folder summary
ai_summary_updated_at	timestamp?
completeness_score	numeric?	0-100, AI-computed
created_at/updated_at	timestamp

6. files

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
folder_id	uuid?	FK to folders
name	text	Original filename
file_path	text?	Supabase storage path
file_size	bigint?
mime_type	text?
uploaded_by	uuid?
status	enum	uploaded, processing, reviewed, flagged, archived
version	integer?
ai_summary	text?
ai_tags	text[]?
is_sensitive	boolean?
download_disabled	boolean?
watermark_enabled	boolean?
created_at/updated_at	timestamp

7. diligence_requests

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
section	text	Category (Financial, Legal, etc.)
item_number	text?	e.g., "1.1", "2.3"
description	text	What's being requested
priority	enum	high, medium, low
created_by	uuid?
buyer_group	text?	Which buyer group this request is for
buyer_comment	text?	Inline comment from buyer
seller_comment	text?	Inline comment from seller
linked_file_ids	uuid[]?	Files that fulfill this request
atlas_status	enum	fulfilled, partial, missing, not_applicable
atlas_confidence	numeric?	0-100
atlas_note	text?	AI explanation
atlas_assessed_at	timestamp?
created_at/updated_at	timestamp

8. deal_activity (Audit Log)

Field	Type	Notes
id	uuid PK
deal_id	uuid?	FK to deals
organization_id	uuid?	FK to organizations
user_id	uuid?
activity_type	enum	view, download, upload, edit, delete, share, comment, permission_change, nda_signed, login
resource_type	text?
resource_id	uuid?
resource_name	text?
details	jsonb?
ip_address	inet
user_agent	text?
created_at	timestamp

9. buyer_engagement

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
user_id	uuid?
file_id	uuid?	FK to files
folder_id	uuid?	FK to folders
event_type	text
dwell_time_seconds	numeric?
page_views	integer?
metadata	jsonb?
created_at	timestamp

10. deal_scores

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
close_probability	numeric	0-100
risk_tier	text	low, medium, high
diligence_completion	numeric?
buyer_engagement_score	numeric?
response_velocity	numeric?
red_flag_count	integer?
recommendations	jsonb?	Array of strings
computed_at	timestamp
created_at	timestamp

11. ai_insights

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
insight_type	text
title	text
content	text?
severity	text?
is_dismissed	boolean?
source_file_ids	uuid[]?
created_at	timestamp

12. contacts

Field	Type	Notes
id	uuid PK
organization_id	uuid	FK to organizations
full_name	text
email	text?
phone	text?
company	text?
title	text?
contact_type	text?	buyer, advisor, internal
tags	text[]?
notes	text?
last_activity_at	timestamp?
created_at/updated_at	timestamp

13. ic_memos

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
organization_id	uuid	FK to organizations
created_by	uuid?
title	text
content	jsonb	Structured: summary, business_model, financials, key_risks[], diligence_gaps[], valuation_considerations, recommendation, source_documents[]
status	text	draft, review, final
version	integer
created_at/updated_at	timestamp

14. nda_records

Field	Type	Notes
id	uuid PK
deal_id	uuid	FK to deals
signer_name	text
signer_email	text
signer_company	text?
user_id	uuid?
status	text?
signed_at	timestamp?
expires_at	timestamp?
nda_document_url	text?
ip_address	inet
created_at	timestamp

15. tasks

Field	Type	Notes
id	uuid PK
organization_id	uuid	FK to organizations
deal_id	uuid?	FK to deals
title	text
description	text?
assigned_to	uuid?
created_by	uuid?
status	text?
priority	enum	high, medium, low
due_date	date?
completed_at	timestamp?
created_at/updated_at	timestamp

16. workflow_rules

Field	Type	Notes
id	uuid PK
organization_id	uuid	FK to organizations
name	text
trigger_type	text
trigger_config	jsonb
action_type	text
action_config	jsonb
is_active	boolean
created_by	uuid?
created_at/updated_at	timestamp

Enums

• deal_stage: pipeline, loi, initial_review, due_diligence, final_negotiation, closed, dead
• file_status: uploaded, processing, reviewed, flagged, archived
• request_priority: high, medium, low
• request_status: fulfilled, partial, missing, not_applicable
• activity_type: view, download, upload, edit, delete, share, comment, permission_change, nda_signed, login
• app_role: owner, admin, member, viewer

DB Functions

• has_role(org_id, role, user_id) → boolean
• is_org_member(org_id, user_id) → boolean

---

Role/Permission Model

From useUserRole.ts:

• Seller view = owner or admin role → full platform access
• Buyer view = member or viewer role → restricted access

Key differences:

Feature	Seller	Buyer
Create deal rooms	✅	❌
Upload files	✅	❌
Upload CSV request lists	✅	❌
View analytics/engagement	✅	❌
Generate IC memos	✅	❌
View all deals	✅	Only deals with their buyer_group
View all requests	✅	Only requests for their buyer_group
Add buyer/seller comments	✅	✅

Buyer groups are hardcoded demo values: ["Meridian Capital", "Summit Health Equity"]

---

API Operations (from api.ts)

Function	Table	Operation
createOrganization	organizations	INSERT
getOrganization	organizations	SELECT by id
assignRole	user_roles	INSERT
getUserOrg	user_roles + organizations	SELECT (join)
getProfile	profiles	SELECT by user_id
updateProfile	profiles	UPDATE
getDeals	deals	SELECT by org_id
getDeal	deals	SELECT by id
createDeal	deals	INSERT
updateDeal	deals	UPDATE
getFolders	folders	SELECT by deal_id
createFolder	folders	INSERT
updateFolder	folders	UPDATE
getFiles	files	SELECT by deal_id + folder_id
getAllFiles	files	SELECT by deal_id
getFileCount	files	COUNT by deal_id
createFileRecord	files	INSERT
uploadFile	storage + files	Upload to Supabase storage + INSERT
getRequests	diligence_requests	SELECT by deal_id
getAllRequests	diligence_requests	SELECT all for org (via deals)
createRequest	diligence_requests	INSERT
bulkCreateRequests	diligence_requests	INSERT (batch)
updateRequest	diligence_requests	UPDATE
getActivity	deal_activity	SELECT by org_id
logActivity	deal_activity	INSERT
getContacts	contacts	SELECT by org_id
getInsights	ai_insights	SELECT by deal_id (non-dismissed)

Supabase Edge Functions (called via fetch, not in api.ts)

• folder-summary — POST: generates AI summary for a folder
• compute-deal-score — POST: computes deal close probability score
• generate-ic-memo — POST: generates IC memo from deal documents
• demo-login — POST: creates demo session with seller/buyer role

---

Feature Inventory by Page

Routes (from App.tsx)

Path	Component	Auth Required
/auth	Auth	No
/	Dashboard	Yes
/deals	DealRooms	Yes
/deals/:id	DealRoom	Yes
/requests	RequestList	Yes
/analytics	Analytics	Yes
/ic-memos	ICMemos	Yes
/audit	AuditLog	Yes
/contacts	Contacts	Yes
/settings	Settings	Yes
/guide	PlatformGuide	Yes
*	NotFound	No

Dashboard

• Stats cards: Active Rooms, Documents, Active Deals, Avg Close Probability
• Active Deal Rooms list (top 5) with stage badges, doc counts, links
• Recent Activity feed (last 8 events) with timestamps
• All data is LIVE from Supabase

DealRoom (single deal view)

• Header: Deal name, stage badge, doc count, target company, back link
• Tabs: Documents | Request List
• Documents tab:
  • Left sidebar: folder tree (hierarchical, expandable)
  • Breadcrumb navigation
  • Atlas Folder Summary panel (AI-generated, with refresh button and completeness score)
  • File table: name, size, modified date, status badge, actions menu
  • File upload (multi-file)
  • Create folder (inline form, supports nesting under selected folder)
• Request List tab: Embedded DealRequestsPanel component (missing from dump)
• Atlas AI sidebar toggle — passes deal context (dealId, name, stage, docs, folder, completeness, recent files)

DealRooms (list)

• Table with: Deal name + target company, Stage badge, Size ($M), IOI Date, LOI Date, Exclusivity countdown
• Search/filter
• Create new deal dialog (name, target company, size, stage)
• Buyer filtering: buyers only see deals that have diligence requests for their buyer_group
• Exclusivity countdown with color-coded warnings (expired/expiring)

RequestList (cross-deal view)

• Atlas Assessment Summary bar: Total, Fulfilled, Partial, Missing counts
• Grouped by deal room, each expandable
• Per-request table columns: #, Section, Description, Priority, Atlas Status, Confidence bar, Buyer Comment (inline editable), Seller Comment (inline editable), Atlas Note
• Buyer group tabs — when requests have buyer_group, shows tab per group + "View All"
• CSV Upload dialog — parse CSV → preview → bulk import to selected deal
• Buyer filtering: buyers only see requests for their buyer_group

Analytics

• KPI row: Deal Rooms, Total Documents, Engagement Events
• Deal Close Probability table: per-deal with diligence %, engagement %, red flags, recommendations, compute button
• Buyer Engagement timeline: recent events with event type, dwell time, page views
• Calls Supabase edge function compute-deal-score to generate scores
• Seller-only page (not explicitly gated in code but designed for sellers)

ICMemos

• Left panel: Generate new memo (select deal → click Generate), List of all memos
• Right panel: Memo viewer with structured sections:
  • Executive Summary, Business Model, Financial Analysis, Key Risks, Diligence Gaps, Valuation Considerations, Recommendation, Source Documents
• Memo statuses: Draft, In Review, Final
• Version tracking
• Calls Supabase edge function generate-ic-memo

Contacts

• HARDCODED mock data — not connected to database
• Table: Name, Company, Email, Type (buyer/advisor/internal), Tags, Last Active
• Search bar (not functional)
• Add Contact button (not functional)

AuditLog

• Full activity log from deal_activity table
• Filterable by action/resource name
• Color-coded action badges (view, upload, download, NDA signed, etc.)
• Shows: Timestamp, Action, Resource, Details

Settings

• Sidebar navigation with sections:
  • Profile — name, email, title, phone (LIVE from profiles table)
  • Organization — org name (LIVE)
  • Team Members — placeholder ("coming soon")
  • Security — toggle switches for MFA, IP allowlisting, session timeout, download watermarking, view-only mode (MOCK — toggles don't persist)
  • Notifications — placeholder
  • Integrations — Salesforce, HubSpot, Affinity, DocuSign, Slack (MOCK — all "not connected", configure buttons non-functional)
  • Workflows — 4 sample rules with triggers/actions (MOCK — toggles don't persist)
  • Appearance — placeholder

Auth

• Email/password login and signup (via Supabase Auth)
• On signup: auto-creates organization and assigns owner role
• On first login without org: auto-creates org
• Demo login buttons: Seller Demo / Buyer Demo (calls demo-login edge function)
• Right panel: marketing copy about the platform

PlatformGuide

• Comprehensive documentation page with accordion sections
• Covers: Overview, Dashboard, Deal Rooms, Request Lists, Analytics, IC Memos, Contacts, Atlas AI, Audit Log, Settings, Security
• Table of contents with anchor links
• Role badges (Seller/Buyer/Both) per section

---

Atlas AI Capabilities

Atlas AI is referenced throughout but the core components (AtlasSidebar, AtlasGlobalChat) are missing from the dump. Based on usage:

1. Deal Room Sidebar — Context-aware chat panel receiving:
   • dealId, dealName, stage, totalDocs, currentFolder, completeness, recentFiles
2. Folder Summaries — via edge function folder-summary
3. Diligence Request Assessment — auto-status with confidence scores + notes
4. Deal Score Computation — via edge function compute-deal-score
5. IC Memo Generation — via edge function generate-ic-memo
6. AI Insights — stored in ai_insights table, shown on dashboard (code references but UI not fully visible)
7. Document AI Processing — files have ai_summary and ai_tags fields

---

What's Real vs Mock/Placeholder

Real (connected to Supabase)

• Authentication (email/password + demo login)
• Organization creation + role assignment
• Deal CRUD (create, read, update)
• Folder CRUD (create, read, tree structure)
• File upload to Supabase storage + metadata
• Diligence request CRUD + bulk CSV import
• Inline buyer/seller comments on requests
• Activity/audit log (read + write)
• Profile management
• AI edge functions (folder summary, deal score, IC memo generation)
• IC Memo CRUD + viewer

Mock/Placeholder

• Contacts page — entirely hardcoded data
• Settings > Security — toggle switches don't persist
• Settings > Integrations — CRM buttons are non-functional
• Settings > Workflows — rules are hardcoded, toggles don't persist
• Settings > Team Members, Notifications, Appearance — "coming soon"
• Buyer engagement tracking — table exists but no code writing to it
• NDA records — table exists but no UI for NDA flow
• Tasks — table exists but no dedicated UI
• Workflow rules — table exists but no execution engine
• AI Insights dismissal — read from DB but no dismiss UI visible

Missing Components (not in dump)

• AppLayout — main layout shell with sidebar navigation
• AppShell — possibly alternate layout
• AtlasGlobalChat — global AI chat component
• AtlasSidebar — deal-scoped AI sidebar
• DealRequestsPanel — embedded request list for deal room
• NavLink — navigation link component
• useAuth hook
• useOrganization hook
• All ui/ shadcn components (Button, Dialog, Tabs, etc.)

---

Key Architectural Observations

1. Multi-tenant by design — everything scoped to organization_id
2. Seller/Buyer distinction is thin — just role mapping, not separate user types
3. AI is the differentiator — Atlas does diligence assessment, folder summarization, deal scoring, IC memo generation
4. Buyer group concept — requests can be tagged per buyer group, enabling multi-buyer processes
5. Deal stages are IB-specific — pipeline → LOI → initial review → due diligence → final negotiation → closed/dead
6. File security features designed but not implemented — watermarking, download disable, sensitivity flags are in the schema but UI is minimal