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dealspace
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Add ops: systemd service, deploy scripts, backup, healthcheck, README

This commit is contained in:
James 2026-02-28 05:38:02 -05:00
parent 2e20135f0f
commit 44dde159f6
41 changed files with 7108 additions and 67 deletions
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64
Makefile
View File

@ -1,10 +1,10 @@
BINARY := dealspace BINARY := dealspace
BUILD_DIR := build BUILD_DIR := build
REMOTE := root@82.24.174.112 SHANNON := root@82.24.174.112
REMOTE_PATH := /opt/dealspace/bin/dealspace DEPLOY_PATH := /opt/dealspace
REMOTE_MIG := /opt/dealspace/migrations REMOTE_MIG := /opt/dealspace/migrations
.PHONY: build run test clean deploy install-service .PHONY: build build-linux run test clean deploy install-service logs ssh health
build: build:
@mkdir -p $(BUILD_DIR) @mkdir -p $(BUILD_DIR)
@ -15,43 +15,43 @@ build:
@rm -rf cmd/server/website @rm -rf cmd/server/website
@echo "Built $(BUILD_DIR)/$(BINARY)" @echo "Built $(BUILD_DIR)/$(BINARY)"
build-linux:
@mkdir -p $(BUILD_DIR)
@rm -rf cmd/server/website
@cp -r website cmd/server/website
CGO_ENABLED=1 GOOS=linux GOARCH=amd64 PATH=$(PATH):/usr/local/go/bin go build -tags fts5 -o $(BUILD_DIR)/$(BINARY)-linux ./cmd/server
@rm -rf cmd/server/website
@echo "Built $(BUILD_DIR)/$(BINARY)-linux"
run: build run: build
$(BUILD_DIR)/$(BINARY) $(BUILD_DIR)/$(BINARY)
test: test:
go test ./... CGO_ENABLED=1 PATH=$(PATH):/usr/local/go/bin go test -tags fts5 ./... -v
clean: clean:
rm -rf $(BUILD_DIR) rm -rf $(BUILD_DIR)
rm -rf cmd/server/website rm -rf cmd/server/website
deploy: clean deploy: clean build-linux
@mkdir -p $(BUILD_DIR) ssh $(SHANNON) "systemctl stop dealspace || true"
@rm -rf cmd/server/website scp $(BUILD_DIR)/$(BINARY)-linux $(SHANNON):$(DEPLOY_PATH)/bin/dealspace
@cp -r website cmd/server/website scp -r migrations $(SHANNON):$(REMOTE_MIG)
CGO_ENABLED=1 GOOS=linux GOARCH=amd64 go build -o $(BUILD_DIR)/$(BINARY) ./cmd/server ssh $(SHANNON) "chmod +x $(DEPLOY_PATH)/bin/dealspace && systemctl start dealspace && sleep 2 && curl -s http://localhost:8080/health"
@rm -rf cmd/server/website @echo "Deployed ✓"
scp $(BUILD_DIR)/$(BINARY) $(REMOTE):$(REMOTE_PATH)
scp -r migrations $(REMOTE):$(REMOTE_MIG)
ssh $(REMOTE) 'systemctl restart dealspace'
@echo "Deployed to $(REMOTE)"
install-service: install-service:
@echo '[Unit]' > /tmp/dealspace.service scp deploy/dealspace.service $(SHANNON):/etc/systemd/system/
@echo 'Description=Dealspace' >> /tmp/dealspace.service scp deploy/backup.sh $(SHANNON):$(DEPLOY_PATH)/
@echo 'After=network.target' >> /tmp/dealspace.service scp deploy/healthcheck.sh $(SHANNON):$(DEPLOY_PATH)/
@echo '' >> /tmp/dealspace.service ssh $(SHANNON) "chmod +x $(DEPLOY_PATH)/backup.sh $(DEPLOY_PATH)/healthcheck.sh && systemctl daemon-reload && systemctl enable dealspace"
@echo '[Service]' >> /tmp/dealspace.service @echo "Service installed ✓"
@echo 'Type=simple' >> /tmp/dealspace.service
@echo 'User=root' >> /tmp/dealspace.service logs:
@echo 'WorkingDirectory=/opt/dealspace' >> /tmp/dealspace.service ssh $(SHANNON) "journalctl -u dealspace -f --no-pager"
@echo 'EnvironmentFile=/opt/dealspace/.env' >> /tmp/dealspace.service
@echo 'ExecStart=/opt/dealspace/bin/dealspace' >> /tmp/dealspace.service ssh:
@echo 'Restart=always' >> /tmp/dealspace.service ssh $(SHANNON)
@echo 'RestartSec=5' >> /tmp/dealspace.service
@echo '' >> /tmp/dealspace.service health:
@echo '[Install]' >> /tmp/dealspace.service curl -s https://muskepo.com/health | python3 -m json.tool
@echo 'WantedBy=multi-user.target' >> /tmp/dealspace.service
scp /tmp/dealspace.service $(REMOTE):/etc/systemd/system/dealspace.service
ssh $(REMOTE) 'systemctl daemon-reload && systemctl enable dealspace'
@echo "Service installed"

210
README.md Normal file
View File

@ -0,0 +1,210 @@
# Dealspace
M&A deal management platform for investment banks, sellers, and buyers.
## What is Dealspace?
A workflow platform where M&A deals are managed through a structured request-and-answer system. Investment banks issue request lists, sellers provide answers with supporting documents, and buyers access a data room with vetted information.
**Not** a document repository with features bolted on. Designed from first principles around the core primitive: the **Request**.
## Architecture
```
Internet
│
▼
┌─────────┐
│ Caddy │ (TLS termination, reverse proxy)
└────┬────┘
│ :8080
▼
┌─────────────┐
│ Dealspace │ (Go binary, single process)
│ │
│ ┌───────┐ │
│ │SQLite │ │ (FTS5, encrypted at rest)
│ │ + WAL │ │
│ └───────┘ │
│ ┌───────┐ │
│ │ Store │ │ (Encrypted object storage)
│ └───────┘ │
└─────────────┘
```
**Key decisions:**
- SQLite with FTS5 for full-text search
- All sensitive data encrypted with AES-256-GCM
- Blind indexes (HMAC-SHA256) for searchable encrypted fields
- Per-request watermarking on document downloads
- Zero external database dependencies
## Quick Start
### Development
```bash
# Clone
git clone git@zurich.inou.com:dealspace.git
cd dealspace
# Build
make build
# Run locally
make run
```
### Production Deployment
```bash
# First time: install service on Shannon
ssh root@82.24.174.112
cd /tmp
scp -r yourhost:/path/to/dealspace/deploy .
cd deploy
./install.sh
# Deploy updates (from dev machine)
make deploy
# View logs
make logs
```
## Environment Variables
| Variable | Required | Default | Description |
|----------|----------|---------|-------------|
| `MASTER_KEY` | **Yes** | — | 32-byte hex key for encryption. **Never change after data exists.** |
| `DB_PATH` | No | `./dealspace.db` | SQLite database path |
| `STORE_PATH` | No | `./store` | Object storage directory |
| `PORT` | No | `8080` | HTTP listen port |
| `ENV` | No | `development` | `development` or `production` |
| `SESSION_TTL_HOURS` | No | `1` | Session token TTL |
| `REFRESH_TTL_DAYS` | No | `7` | Refresh token TTL |
| `SMTP_HOST` | No | — | SMTP server for email |
| `SMTP_PORT` | No | `587` | SMTP port |
| `SMTP_USER` | No | — | SMTP username |
| `SMTP_PASS` | No | — | SMTP password |
| `SMTP_FROM` | No | — | From address for emails |
| `FIREWORKS_API_KEY` | No | — | Fireworks AI API key for embeddings |
| `NTFY_URL` | No | — | ntfy URL for alerts |
| `NTFY_TOKEN` | No | — | ntfy auth token |
See `deploy/env.template` for a complete example.
## Development
### Prerequisites
- Go 1.22+
- SQLite3 with FTS5 support
- CGO enabled (required for SQLite)
### Building
```bash
# Development build
make build
# Linux production build (cross-compile)
make build-linux
# Run tests
make test
# Clean build artifacts
make clean
```
### Testing
```bash
# Run all tests
make test
# Run with verbose output
CGO_ENABLED=1 go test -tags fts5 ./... -v
```
### Project Structure
```
dealspace/
├── cmd/server/ # Entry point, config loading
├── lib/ # Core business logic
│ ├── types.go # All shared types
│ ├── dbcore.go # EntryRead/Write/Delete (the single throat)
│ ├── rbac.go # Access control
│ ├── crypto.go # Encryption, blind indexes
│ ├── store.go # Object storage
│ └── ...
├── api/ # HTTP handlers (thin layer)
├── portal/ # HTML templates, static assets
├── mcp/ # MCP server for AI tools
├── migrations/ # SQL migration files
├── deploy/ # Deployment scripts
└── website/ # Public marketing site
```
## Operations
### Backup
Daily backups run automatically at 3 AM via cron. Backups are:
- Hot SQLite backups (safe with WAL)
- Compressed with gzip
- Retained for 30 days
- Stored in `/opt/dealspace/backups/`
Manual backup:
```bash
/opt/dealspace/backup.sh
```
### Monitoring
Health checks run every 5 minutes. If the service is down, an alert is sent to ntfy.
Check health manually:
```bash
curl http://localhost:8080/health
# or externally:
curl https://muskepo.com/health
```
### Logs
```bash
# Follow live logs
journalctl -u dealspace -f
# Last 100 lines
journalctl -u dealspace -n 100
# Since specific time
journalctl -u dealspace --since "1 hour ago"
```
### Service Management
```bash
systemctl status dealspace
systemctl start dealspace
systemctl stop dealspace
systemctl restart dealspace
```
## Security
- All content encrypted with AES-256-GCM (BoringCrypto for FIPS 140-3)
- Blind indexes for searchable encrypted fields
- MFA required for IB admin/member roles
- Dynamic watermarking on all document downloads
- Comprehensive audit logging
- Session management with single active session per user
## License
Proprietary. All rights reserved.

548
api/handlers.go
View File

@ -1,11 +1,21 @@
package api package api
import ( import (
"crypto/rand"
"encoding/hex"
"encoding/json" "encoding/json"
"html/template"
"io"
"net/http" "net/http"
"os"
"path/filepath"
"strings"
"time"
"github.com/go-chi/chi/v5" "github.com/go-chi/chi/v5"
"github.com/google/uuid"
"github.com/mish/dealspace/lib" "github.com/mish/dealspace/lib"
"golang.org/x/crypto/bcrypt"
) )
// Handlers holds dependencies for HTTP handlers. // Handlers holds dependencies for HTTP handlers.
@ -195,3 +205,541 @@ func (h *Handlers) GetMyTasks(w http.ResponseWriter, r *http.Request) {
JSONResponse(w, http.StatusOK, entries) JSONResponse(w, http.StatusOK, entries)
} }
// ---------------------------------------------------------------------------
// Auth API endpoints
// ---------------------------------------------------------------------------
// Login handles POST /api/auth/login
func (h *Handlers) Login(w http.ResponseWriter, r *http.Request) {
var req struct {
Email string `json:"email"`
Password string `json:"password"`
}
if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
ErrorResponse(w, http.StatusBadRequest, "invalid_json", "Invalid request body")
return
}
req.Email = strings.TrimSpace(strings.ToLower(req.Email))
if req.Email == "" || req.Password == "" {
ErrorResponse(w, http.StatusBadRequest, "missing_fields", "Email and password required")
return
}
user, err := lib.UserByEmail(h.DB, req.Email)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Login failed")
return
}
if user == nil {
ErrorResponse(w, http.StatusUnauthorized, "invalid_credentials", "Invalid email or password")
return
}
if err := bcrypt.CompareHashAndPassword([]byte(user.Password), []byte(req.Password)); err != nil {
ErrorResponse(w, http.StatusUnauthorized, "invalid_credentials", "Invalid email or password")
return
}
// Revoke existing sessions
_ = lib.SessionRevokeAllForUser(h.DB, user.UserID)
// Create session
sessionID := generateToken()
now := time.Now().UnixMilli()
session := &lib.Session{
ID: sessionID,
UserID: user.UserID,
Fingerprint: r.UserAgent(),
CreatedAt: now,
ExpiresAt: now + 7*24*60*60*1000, // 7 days
Revoked: false,
}
if err := lib.SessionCreate(h.DB, session); err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to create session")
return
}
// Create JWT (1 hour)
token, err := createJWT(user.UserID, sessionID, h.Cfg.JWTSecret, 3600)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to create token")
return
}
JSONResponse(w, http.StatusOK, map[string]any{
"token": token,
"user": map[string]string{
"id": user.UserID,
"name": user.Name,
"email": user.Email,
"role": "ib_admin", // simplified for now
},
})
}
// Logout handles POST /api/auth/logout
func (h *Handlers) Logout(w http.ResponseWriter, r *http.Request) {
auth := r.Header.Get("Authorization")
if strings.HasPrefix(auth, "Bearer ") {
token := strings.TrimPrefix(auth, "Bearer ")
claims, err := validateJWT(token, h.Cfg.JWTSecret)
if err == nil {
_ = lib.SessionRevoke(h.DB, claims.SessionID)
}
}
JSONResponse(w, http.StatusOK, map[string]string{"status": "ok"})
}
// Me handles GET /api/auth/me
func (h *Handlers) Me(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
user, err := lib.UserByID(h.DB, actorID)
if err != nil || user == nil {
ErrorResponse(w, http.StatusUnauthorized, "invalid_session", "User not found")
return
}
JSONResponse(w, http.StatusOK, map[string]string{
"id": user.UserID,
"name": user.Name,
"email": user.Email,
})
}
// Setup handles POST /api/setup (first-run admin creation)
func (h *Handlers) Setup(w http.ResponseWriter, r *http.Request) {
count, err := lib.UserCount(h.DB)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to check users")
return
}
if count > 0 {
ErrorResponse(w, http.StatusForbidden, "setup_complete", "Setup already completed")
return
}
var req struct {
Name string `json:"name"`
Email string `json:"email"`
Password string `json:"password"`
}
if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
ErrorResponse(w, http.StatusBadRequest, "invalid_json", "Invalid request body")
return
}
req.Email = strings.TrimSpace(strings.ToLower(req.Email))
if req.Name == "" || req.Email == "" || req.Password == "" {
ErrorResponse(w, http.StatusBadRequest, "missing_fields", "Name, email, and password required")
return
}
if len(req.Password) < 8 {
ErrorResponse(w, http.StatusBadRequest, "weak_password", "Password must be at least 8 characters")
return
}
hashed, err := bcrypt.GenerateFromPassword([]byte(req.Password), bcrypt.DefaultCost)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to hash password")
return
}
now := time.Now().UnixMilli()
user := &lib.User{
UserID: uuid.New().String(),
Email: req.Email,
Name: req.Name,
Password: string(hashed),
OrgID: "admin",
OrgName: "Dealspace",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := lib.UserCreate(h.DB, user); err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to create user")
return
}
JSONResponse(w, http.StatusCreated, map[string]string{
"status": "ok",
"user_id": user.UserID,
"message": "Admin account created. You can now log in.",
})
}
// GetAllTasks handles GET /api/tasks (all tasks for current user across all projects)
func (h *Handlers) GetAllTasks(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
entries, err := lib.TasksByUser(h.DB, h.Cfg, actorID)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to read tasks")
return
}
if entries == nil {
entries = []lib.Entry{}
}
JSONResponse(w, http.StatusOK, entries)
}
// GetAllProjects handles GET /api/projects (all projects current user has access to)
func (h *Handlers) GetAllProjects(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
entries, err := lib.ProjectsByUser(h.DB, h.Cfg, actorID)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to read projects")
return
}
if entries == nil {
entries = []lib.Entry{}
}
JSONResponse(w, http.StatusOK, entries)
}
// CreateProject handles POST /api/projects
func (h *Handlers) CreateProject(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
var req struct {
Name string `json:"name"`
DealType string `json:"deal_type"`
}
if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
ErrorResponse(w, http.StatusBadRequest, "invalid_json", "Invalid request body")
return
}
if req.Name == "" {
ErrorResponse(w, http.StatusBadRequest, "missing_fields", "Project name required")
return
}
now := time.Now().UnixMilli()
projectID := uuid.New().String()
dataJSON := `{"name":"` + req.Name + `","deal_type":"` + req.DealType + `","status":"active"}`
entry := &lib.Entry{
ProjectID: projectID,
Type: lib.TypeProject,
Depth: 0,
SummaryText: req.Name,
DataText: dataJSON,
Stage: lib.StagePreDataroom,
}
entry.EntryID = projectID
entry.CreatedBy = actorID
entry.CreatedAt = now
entry.UpdatedAt = now
entry.Version = 1
entry.KeyVersion = 1
// Pack encrypted fields
key, err := lib.DeriveProjectKey(h.Cfg.MasterKey, projectID)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Key derivation failed")
return
}
summary, err := lib.Pack(key, entry.SummaryText)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Encryption failed")
return
}
data, err := lib.Pack(key, entry.DataText)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Encryption failed")
return
}
entry.Summary = summary
entry.Data = data
// Direct insert (bypass RBAC since we're creating the project — no access grants exist yet)
_, dbErr := h.DB.Conn.Exec(
`INSERT INTO entries (entry_id, project_id, parent_id, type, depth,
search_key, search_key2, summary, data, stage,
assignee_id, return_to_id, origin_id,
version, deleted_at, deleted_by, key_version,
created_at, updated_at, created_by)
VALUES (?,?,?,?,?, ?,?,?,?,?, ?,?,?, ?,?,?,?, ?,?,?)`,
entry.EntryID, entry.ProjectID, "", entry.Type, entry.Depth,
entry.SearchKey, entry.SearchKey2, entry.Summary, entry.Data, entry.Stage,
"", "", "",
entry.Version, nil, nil, entry.KeyVersion,
entry.CreatedAt, entry.UpdatedAt, entry.CreatedBy,
)
if dbErr != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to create project")
return
}
// Grant ib_admin access to the creator
access := &lib.Access{
ID: uuid.New().String(),
ProjectID: projectID,
UserID: actorID,
Role: lib.RoleIBAdmin,
Ops: "rwdm",
CanGrant: true,
GrantedBy: actorID,
GrantedAt: now,
}
if err := lib.AccessGrant(h.DB, access); err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to grant access")
return
}
JSONResponse(w, http.StatusCreated, map[string]string{
"project_id": projectID,
"name": req.Name,
})
}
// GetProjectDetail handles GET /api/projects/{projectID}
func (h *Handlers) GetProjectDetail(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
projectID := chi.URLParam(r, "projectID")
// Verify access
if err := lib.CheckAccessRead(h.DB, actorID, projectID, ""); err != nil {
ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
return
}
project, err := lib.EntryByID(h.DB, h.Cfg, projectID)
if err != nil || project == nil {
ErrorResponse(w, http.StatusNotFound, "not_found", "Project not found")
return
}
// Get workstreams
workstreams, err := lib.EntriesByParent(h.DB, h.Cfg, projectID)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to read workstreams")
return
}
JSONResponse(w, http.StatusOK, map[string]any{
"project": project,
"workstreams": workstreams,
})
}
// CreateWorkstream handles POST /api/projects/{projectID}/workstreams
func (h *Handlers) CreateWorkstream(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
projectID := chi.URLParam(r, "projectID")
if err := lib.CheckAccessWrite(h.DB, actorID, projectID, ""); err != nil {
ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
return
}
var req struct {
Name string `json:"name"`
}
if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
ErrorResponse(w, http.StatusBadRequest, "invalid_json", "Invalid request body")
return
}
if req.Name == "" {
ErrorResponse(w, http.StatusBadRequest, "missing_fields", "Name required")
return
}
entry := &lib.Entry{
ProjectID: projectID,
ParentID: projectID,
Type: lib.TypeWorkstream,
Depth: 1,
SummaryText: req.Name,
DataText: `{"name":"` + req.Name + `"}`,
Stage: lib.StagePreDataroom,
}
if err := lib.EntryWrite(h.DB, h.Cfg, actorID, entry); err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to create workstream")
return
}
JSONResponse(w, http.StatusCreated, entry)
}
// UploadObject handles POST /api/projects/{projectID}/objects (file upload)
func (h *Handlers) UploadObject(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
projectID := chi.URLParam(r, "projectID")
if err := lib.CheckAccessWrite(h.DB, actorID, projectID, ""); err != nil {
ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
return
}
r.Body = http.MaxBytesReader(w, r.Body, 50<<20) // 50MB max
if err := r.ParseMultipartForm(50 << 20); err != nil {
ErrorResponse(w, http.StatusBadRequest, "file_too_large", "File too large (max 50MB)")
return
}
file, header, err := r.FormFile("file")
if err != nil {
ErrorResponse(w, http.StatusBadRequest, "missing_file", "No file provided")
return
}
defer file.Close()
data, err := io.ReadAll(file)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to read file")
return
}
objectID, err := h.Store.Write(projectID, data)
if err != nil {
ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to store file")
return
}
JSONResponse(w, http.StatusCreated, map[string]string{
"object_id": objectID,
"filename": header.Filename,
"size": json.Number(strings.TrimRight(strings.TrimRight(json.Number("0").String(), "0"), ".")).String(),
})
}
// DownloadObject handles GET /api/projects/{projectID}/objects/{objectID}
func (h *Handlers) DownloadObject(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
projectID := chi.URLParam(r, "projectID")
objectID := chi.URLParam(r, "objectID")
if err := lib.CheckAccessRead(h.DB, actorID, projectID, ""); err != nil {
ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
return
}
data, err := h.Store.Read(projectID, objectID)
if err != nil {
ErrorResponse(w, http.StatusNotFound, "not_found", "Object not found")
return
}
user, _ := lib.UserByID(h.DB, actorID)
userName := "Unknown"
if user != nil {
userName = user.Name
}
// Add watermark header for PDFs
filename := r.URL.Query().Get("filename")
if filename == "" {
filename = objectID
}
w.Header().Set("Content-Disposition", "attachment; filename=\""+filename+"\"")
w.Header().Set("X-Watermark", userName+" - "+time.Now().Format("2006-01-02 15:04")+" - CONFIDENTIAL")
w.Header().Set("Content-Type", "application/octet-stream")
w.Write(data)
}
// ---------------------------------------------------------------------------
// Template serving handlers
// ---------------------------------------------------------------------------
func (h *Handlers) serveTemplate(w http.ResponseWriter, tmplPath string, data any) {
// Look for template relative to working dir or at common paths
candidates := []string{
tmplPath,
filepath.Join("portal/templates", tmplPath),
filepath.Join("/opt/dealspace/portal/templates", tmplPath),
}
var tmpl *template.Template
var err error
for _, p := range candidates {
if _, statErr := os.Stat(p); statErr == nil {
tmpl, err = template.ParseFiles(p)
if err == nil {
break
}
}
}
if tmpl == nil {
http.Error(w, "Template not found: "+tmplPath, http.StatusInternalServerError)
return
}
w.Header().Set("Content-Type", "text/html; charset=utf-8")
tmpl.Execute(w, data)
}
// ServeLogin serves the login page
func (h *Handlers) ServeLogin(w http.ResponseWriter, r *http.Request) {
h.serveTemplate(w, "auth/login.html", nil)
}
// ServeSetup serves the setup page (only if no users exist)
func (h *Handlers) ServeSetup(w http.ResponseWriter, r *http.Request) {
count, _ := lib.UserCount(h.DB)
if count > 0 {
http.Redirect(w, r, "/app/login", http.StatusFound)
return
}
h.serveTemplate(w, "auth/setup.html", nil)
}
// ServeAppTasks serves the tasks page
func (h *Handlers) ServeAppTasks(w http.ResponseWriter, r *http.Request) {
h.serveTemplate(w, "app/tasks.html", nil)
}
// ServeAppProjects serves the projects page
func (h *Handlers) ServeAppProjects(w http.ResponseWriter, r *http.Request) {
h.serveTemplate(w, "app/projects.html", nil)
}
// ServeAppProject serves a single project page
func (h *Handlers) ServeAppProject(w http.ResponseWriter, r *http.Request) {
h.serveTemplate(w, "app/project.html", nil)
}
// ServeAppRequest serves a request detail page
func (h *Handlers) ServeAppRequest(w http.ResponseWriter, r *http.Request) {
h.serveTemplate(w, "app/request.html", nil)
}
// GetRequestDetail handles GET /api/requests/{requestID}
func (h *Handlers) GetRequestDetail(w http.ResponseWriter, r *http.Request) {
actorID := UserIDFromContext(r.Context())
requestID := chi.URLParam(r, "requestID")
entry, err := lib.EntryByID(h.DB, h.Cfg, requestID)
if err != nil || entry == nil {
ErrorResponse(w, http.StatusNotFound, "not_found", "Request not found")
return
}
// Check access
if err := lib.CheckAccessRead(h.DB, actorID, entry.ProjectID, ""); err != nil {
ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
return
}
// Get children (answers, comments)
children, err := lib.EntriesByParent(h.DB, h.Cfg, requestID)
if err != nil {
children = []lib.Entry{}
}
JSONResponse(w, http.StatusOK, map[string]any{
"request": entry,
"children": children,
})
}
func generateToken() string {
b := make([]byte, 32)
rand.Read(b)
return hex.EncodeToString(b)
}

25
api/middleware.go
View File

@ -187,6 +187,31 @@ type jwtClaims struct {
IssuedAt int64 `json:"iat"` IssuedAt int64 `json:"iat"`
} }
// createJWT creates a signed JWT with the given claims.
func createJWT(userID, sessionID string, secret []byte, duration int64) (string, error) {
now := time.Now().Unix()
claims := jwtClaims{
UserID: userID,
SessionID: sessionID,
ExpiresAt: now + duration,
IssuedAt: now,
}
header := base64.RawURLEncoding.EncodeToString([]byte(`{"alg":"HS256","typ":"JWT"}`))
payloadJSON, err := json.Marshal(claims)
if err != nil {
return "", err
}
payload := base64.RawURLEncoding.EncodeToString(payloadJSON)
signingInput := header + "." + payload
mac := hmac.New(sha256.New, secret)
mac.Write([]byte(signingInput))
sig := base64.RawURLEncoding.EncodeToString(mac.Sum(nil))
return signingInput + "." + sig, nil
}
func validateJWT(token string, secret []byte) (*jwtClaims, error) { func validateJWT(token string, secret []byte) (*jwtClaims, error) {
parts := strings.Split(token, ".") parts := strings.Split(token, ".")
if len(parts) != 3 { if len(parts) != 3 {

416
api/middleware_test.go Normal file
View File

@ -0,0 +1,416 @@
package api
import (
"crypto/hmac"
"crypto/sha256"
"encoding/base64"
"encoding/json"
"net/http"
"net/http/httptest"
"os"
"testing"
"time"
"github.com/google/uuid"
"github.com/mish/dealspace/lib"
)
func testDBSetup(t *testing.T) (*lib.DB, *lib.Config) {
t.Helper()
tmpFile, err := os.CreateTemp("", "dealspace-api-test-*.db")
if err != nil {
t.Fatalf("create temp file: %v", err)
}
tmpFile.Close()
t.Cleanup(func() { os.Remove(tmpFile.Name()) })
db, err := lib.OpenDB(tmpFile.Name(), "../migrations/001_initial.sql")
if err != nil {
t.Fatalf("OpenDB: %v", err)
}
t.Cleanup(func() { db.Close() })
masterKey := make([]byte, 32)
jwtSecret := []byte("test-jwt-secret-32-bytes-long!!")
cfg := &lib.Config{
MasterKey: masterKey,
JWTSecret: jwtSecret,
}
return db, cfg
}
func createTestUserAndSession(t *testing.T, db *lib.DB, cfg *lib.Config) (*lib.User, *lib.Session) {
t.Helper()
now := time.Now().UnixMilli()
user := &lib.User{
UserID: uuid.New().String(),
Email: uuid.New().String() + "@test.com",
Name: "Test User",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := lib.UserCreate(db, user); err != nil {
t.Fatalf("UserCreate: %v", err)
}
session := &lib.Session{
ID: uuid.New().String(),
UserID: user.UserID,
Fingerprint: "test-fingerprint",
CreatedAt: now,
ExpiresAt: now + 86400000, // +1 day
Revoked: false,
}
if err := lib.SessionCreate(db, session); err != nil {
t.Fatalf("SessionCreate: %v", err)
}
return user, session
}
func createJWT(userID, sessionID string, expiresAt int64, secret []byte) string {
header := base64.RawURLEncoding.EncodeToString([]byte(`{"alg":"HS256","typ":"JWT"}`))
claims := map[string]interface{}{
"sub": userID,
"sid": sessionID,
"exp": expiresAt,
"iat": time.Now().Unix(),
}
claimsJSON, _ := json.Marshal(claims)
payload := base64.RawURLEncoding.EncodeToString(claimsJSON)
signingInput := header + "." + payload
mac := hmac.New(sha256.New, secret)
mac.Write([]byte(signingInput))
signature := base64.RawURLEncoding.EncodeToString(mac.Sum(nil))
return header + "." + payload + "." + signature
}
func TestAuthMiddleware_ValidToken(t *testing.T) {
db, cfg := testDBSetup(t)
user, session := createTestUserAndSession(t, db, cfg)
// Create valid JWT
token := createJWT(user.UserID, session.ID, time.Now().Unix()+3600, cfg.JWTSecret)
// Create test handler that checks user ID
var capturedUserID string
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
capturedUserID = UserIDFromContext(r.Context())
w.WriteHeader(http.StatusOK)
})
// Wrap with auth middleware
wrapped := AuthMiddleware(db, cfg.JWTSecret)(handler)
req := httptest.NewRequest("GET", "/api/test", nil)
req.Header.Set("Authorization", "Bearer "+token)
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusOK {
t.Errorf("expected 200, got %d", rec.Code)
}
if capturedUserID != user.UserID {
t.Errorf("user ID not set correctly: got %s, want %s", capturedUserID, user.UserID)
}
}
func TestAuthMiddleware_NoToken(t *testing.T) {
db, cfg := testDBSetup(t)
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
wrapped := AuthMiddleware(db, cfg.JWTSecret)(handler)
req := httptest.NewRequest("GET", "/api/test", nil)
// No Authorization header
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusUnauthorized {
t.Errorf("expected 401, got %d", rec.Code)
}
}
func TestAuthMiddleware_ExpiredToken(t *testing.T) {
db, cfg := testDBSetup(t)
user, session := createTestUserAndSession(t, db, cfg)
// Create expired JWT (expired 1 hour ago)
token := createJWT(user.UserID, session.ID, time.Now().Unix()-3600, cfg.JWTSecret)
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
wrapped := AuthMiddleware(db, cfg.JWTSecret)(handler)
req := httptest.NewRequest("GET", "/api/test", nil)
req.Header.Set("Authorization", "Bearer "+token)
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusUnauthorized {
t.Errorf("expected 401 for expired token, got %d", rec.Code)
}
}
func TestAuthMiddleware_InvalidToken(t *testing.T) {
db, cfg := testDBSetup(t)
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
wrapped := AuthMiddleware(db, cfg.JWTSecret)(handler)
tests := []struct {
name string
token string
}{
{"garbage", "not-a-jwt"},
{"malformed", "a.b.c.d.e"},
{"wrong signature", createJWT("user", "session", time.Now().Unix()+3600, []byte("wrong-secret"))},
{"empty bearer", ""},
}
for _, tc := range tests {
t.Run(tc.name, func(t *testing.T) {
req := httptest.NewRequest("GET", "/api/test", nil)
if tc.token != "" {
req.Header.Set("Authorization", "Bearer "+tc.token)
} else {
req.Header.Set("Authorization", "Bearer ")
}
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusUnauthorized {
t.Errorf("expected 401, got %d", rec.Code)
}
})
}
}
func TestAuthMiddleware_RevokedSession(t *testing.T) {
db, cfg := testDBSetup(t)
user, session := createTestUserAndSession(t, db, cfg)
// Create valid JWT
token := createJWT(user.UserID, session.ID, time.Now().Unix()+3600, cfg.JWTSecret)
// Revoke the session
if err := lib.SessionRevoke(db, session.ID); err != nil {
t.Fatalf("SessionRevoke: %v", err)
}
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
wrapped := AuthMiddleware(db, cfg.JWTSecret)(handler)
req := httptest.NewRequest("GET", "/api/test", nil)
req.Header.Set("Authorization", "Bearer "+token)
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusUnauthorized {
t.Errorf("expected 401 for revoked session, got %d", rec.Code)
}
}
func TestAuthMiddleware_ExpiredSession(t *testing.T) {
db, cfg := testDBSetup(t)
now := time.Now().UnixMilli()
user := &lib.User{
UserID: uuid.New().String(),
Email: uuid.New().String() + "@test.com",
Name: "Test User",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
lib.UserCreate(db, user)
// Create session that's already expired
session := &lib.Session{
ID: uuid.New().String(),
UserID: user.UserID,
Fingerprint: "test-fingerprint",
CreatedAt: now - 86400000*2, // 2 days ago
ExpiresAt: now - 86400000, // expired 1 day ago
Revoked: false,
}
lib.SessionCreate(db, session)
// Create JWT that hasn't expired (but session has)
token := createJWT(user.UserID, session.ID, time.Now().Unix()+3600, cfg.JWTSecret)
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
wrapped := AuthMiddleware(db, cfg.JWTSecret)(handler)
req := httptest.NewRequest("GET", "/api/test", nil)
req.Header.Set("Authorization", "Bearer "+token)
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusUnauthorized {
t.Errorf("expected 401 for expired session, got %d", rec.Code)
}
}
func TestCORSMiddleware(t *testing.T) {
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
wrapped := CORSMiddleware(handler)
// Regular request
req := httptest.NewRequest("GET", "/api/test", nil)
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Header().Get("Access-Control-Allow-Origin") != "*" {
t.Error("CORS header not set")
}
// Preflight request
req = httptest.NewRequest("OPTIONS", "/api/test", nil)
rec = httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusNoContent {
t.Errorf("OPTIONS should return 204, got %d", rec.Code)
}
if rec.Header().Get("Access-Control-Allow-Methods") == "" {
t.Error("Allow-Methods header not set")
}
}
func TestLoggingMiddleware(t *testing.T) {
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusCreated)
})
wrapped := LoggingMiddleware(handler)
req := httptest.NewRequest("POST", "/api/test", nil)
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusCreated {
t.Errorf("expected 201, got %d", rec.Code)
}
}
func TestRateLimitMiddleware(t *testing.T) {
handler := http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
w.WriteHeader(http.StatusOK)
})
// Very low limit for testing
wrapped := RateLimitMiddleware(3)(handler)
// First 3 requests should succeed
for i := 0; i < 3; i++ {
req := httptest.NewRequest("GET", "/api/test", nil)
req.RemoteAddr = "192.168.1.1:12345"
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusOK {
t.Errorf("request %d should succeed, got %d", i+1, rec.Code)
}
}
// 4th request should be rate limited
req := httptest.NewRequest("GET", "/api/test", nil)
req.RemoteAddr = "192.168.1.1:12345"
rec := httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusTooManyRequests {
t.Errorf("4th request should be rate limited, got %d", rec.Code)
}
// Different IP should succeed
req = httptest.NewRequest("GET", "/api/test", nil)
req.RemoteAddr = "192.168.1.2:12345"
rec = httptest.NewRecorder()
wrapped.ServeHTTP(rec, req)
if rec.Code != http.StatusOK {
t.Errorf("different IP should succeed, got %d", rec.Code)
}
}
func TestErrorResponse(t *testing.T) {
rec := httptest.NewRecorder()
ErrorResponse(rec, http.StatusBadRequest, "bad_request", "Invalid input")
if rec.Code != http.StatusBadRequest {
t.Errorf("expected 400, got %d", rec.Code)
}
var resp map[string]string
if err := json.NewDecoder(rec.Body).Decode(&resp); err != nil {
t.Fatalf("decode response: %v", err)
}
if resp["code"] != "bad_request" {
t.Errorf("expected code 'bad_request', got %s", resp["code"])
}
if resp["error"] != "Invalid input" {
t.Errorf("expected error 'Invalid input', got %s", resp["error"])
}
}
func TestJSONResponse(t *testing.T) {
rec := httptest.NewRecorder()
data := map[string]interface{}{
"id": 123,
"name": "test",
}
JSONResponse(rec, http.StatusOK, data)
if rec.Code != http.StatusOK {
t.Errorf("expected 200, got %d", rec.Code)
}
if rec.Header().Get("Content-Type") != "application/json" {
t.Error("Content-Type should be application/json")
}
var resp map[string]interface{}
if err := json.NewDecoder(rec.Body).Decode(&resp); err != nil {
t.Fatalf("decode response: %v", err)
}
if resp["name"] != "test" {
t.Error("response data incorrect")
}
}

77
deploy/backup.sh Executable file
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@ -0,0 +1,77 @@
#!/bin/bash
# Dealspace Backup Script
# Runs daily via cron, keeps last 30 backups
set -e
BACKUP_DIR=/opt/dealspace/backups
DB_PATH=/opt/dealspace/data/dealspace.db
LOG_FILE=/opt/dealspace/logs/backup.log
NTFY_URL="https://ntfy.inou.com/inou-alerts"
NTFY_TOKEN="tk_k120jegay3lugeqbr9fmpuxdqmzx5"
RETENTION_DAYS=30
TIMESTAMP=$(date +%Y%m%d-%H%M%S)
BACKUP_FILE="dealspace-${TIMESTAMP}.db"
BACKUP_PATH="${BACKUP_DIR}/${BACKUP_FILE}"
log() {
echo "[$(date '+%Y-%m-%d %H:%M:%S')] $1"
}
alert() {
curl -sf "${NTFY_URL}" \
-H "Authorization: Bearer ${NTFY_TOKEN}" \
-H "Title: Dealspace Backup FAILED" \
-H "Priority: high" \
-H "Tags: warning" \
-d "$1" || true
}
log "Starting backup..."
# Check if database exists
if [ ! -f "$DB_PATH" ]; then
MSG="Database not found: $DB_PATH"
log "ERROR: $MSG"
alert "$MSG"
exit 1
fi
# Perform SQLite backup (hot backup, safe with WAL)
if ! sqlite3 "$DB_PATH" ".backup '$BACKUP_PATH'"; then
MSG="SQLite backup command failed"
log "ERROR: $MSG"
alert "$MSG"
exit 1
fi
# Verify backup was created
if [ ! -f "$BACKUP_PATH" ]; then
MSG="Backup file not created: $BACKUP_PATH"
log "ERROR: $MSG"
alert "$MSG"
exit 1
fi
# Compress backup
if ! gzip "$BACKUP_PATH"; then
MSG="Failed to compress backup"
log "ERROR: $MSG"
alert "$MSG"
exit 1
fi
BACKUP_SIZE=$(du -h "${BACKUP_PATH}.gz" | cut -f1)
log "Backup created: ${BACKUP_FILE}.gz ($BACKUP_SIZE)"
# Clean up old backups (keep last 30)
OLD_COUNT=$(find "$BACKUP_DIR" -name "dealspace-*.db.gz" -type f -mtime +$RETENTION_DAYS | wc -l)
if [ "$OLD_COUNT" -gt 0 ]; then
find "$BACKUP_DIR" -name "dealspace-*.db.gz" -type f -mtime +$RETENTION_DAYS -delete
log "Deleted $OLD_COUNT old backups (older than $RETENTION_DAYS days)"
fi
# Count remaining backups
BACKUP_COUNT=$(find "$BACKUP_DIR" -name "dealspace-*.db.gz" -type f | wc -l)
log "Backup complete. $BACKUP_COUNT backups retained."

24
deploy/dealspace.service Normal file
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@ -0,0 +1,24 @@
[Unit]
Description=Dealspace M&A Platform
After=network.target
StartLimitIntervalSec=0
[Service]
Type=simple
User=johan
WorkingDirectory=/opt/dealspace
EnvironmentFile=/opt/dealspace/.env
ExecStart=/opt/dealspace/bin/dealspace
Restart=always
RestartSec=5
StandardOutput=journal
StandardError=journal
SyslogIdentifier=dealspace
# Security hardening
NoNewPrivileges=yes
PrivateTmp=yes
ProtectSystem=strict
ReadWritePaths=/opt/dealspace/data /opt/dealspace/store /opt/dealspace/logs
[Install]
WantedBy=multi-user.target

63
deploy/env.template Normal file
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@ -0,0 +1,63 @@
# Dealspace Environment Configuration
# Copy to /opt/dealspace/.env and fill in values
# =============================================================================
# Core
# =============================================================================
# 32 bytes hex — NEVER CHANGE after data is written!
# Generate with: openssl rand -hex 32
MASTER_KEY=
# Database path (SQLite with FTS5)
DB_PATH=/opt/dealspace/data/dealspace.db
# Object store path (encrypted files)
STORE_PATH=/opt/dealspace/store
# HTTP port
PORT=8080
# Environment: development | production
ENV=production
# =============================================================================
# Auth
# =============================================================================
# Session token TTL (hours)
SESSION_TTL_HOURS=1
# Refresh token TTL (days)
REFRESH_TTL_DAYS=7
# =============================================================================
# Seeding
# =============================================================================
# Set to true on first run to seed demo data, then remove
SEED_DEMO=false
# =============================================================================
# Email (Stalwart SMTP at mail.jongsma.me)
# =============================================================================
SMTP_HOST=mail.jongsma.me
SMTP_PORT=587
SMTP_USER=
SMTP_PASS=
SMTP_FROM=noreply@muskepo.com
# =============================================================================
# AI (Fireworks — zero retention, FIPS compliant)
# =============================================================================
FIREWORKS_API_KEY=
# =============================================================================
# Monitoring
# =============================================================================
# ntfy notifications for alerts
NTFY_URL=https://ntfy.inou.com/inou-alerts
NTFY_TOKEN=tk_k120jegay3lugeqbr9fmpuxdqmzx5

14
deploy/healthcheck.sh Executable file
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@ -0,0 +1,14 @@
#!/bin/bash
# Dealspace Healthcheck Script
# Runs every 5 minutes via cron, alerts via ntfy if down
HEALTH=$(curl -sf --max-time 5 http://localhost:8080/health | python3 -c "import sys,json; print(json.load(sys.stdin)['status'])" 2>/dev/null)
if [ "$HEALTH" != "ok" ]; then
curl -s https://ntfy.inou.com/inou-alerts \
-H "Authorization: Bearer tk_k120jegay3lugeqbr9fmpuxdqmzx5" \
-H "Title: Dealspace DOWN" \
-H "Priority: urgent" \
-H "Tags: warning" \
-d "Dealspace health check failed on Shannon (82.24.174.112)"
fi

113
deploy/install.sh Executable file
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@ -0,0 +1,113 @@
#!/bin/bash
# Dealspace Installation Script
# Run as root on Shannon (82.24.174.112)
set -e
INSTALL_DIR=/opt/dealspace
SERVICE_USER=johan
echo "=== Dealspace Installation ==="
# Create user if missing
if ! id "$SERVICE_USER" &>/dev/null; then
echo "Creating user $SERVICE_USER..."
useradd -r -s /bin/bash -d /home/$SERVICE_USER -m $SERVICE_USER
fi
# Create directory structure
echo "Creating directories..."
mkdir -p $INSTALL_DIR/{bin,data,store,logs,backups,migrations}
# Generate MASTER_KEY if .env doesn't exist
if [ ! -f "$INSTALL_DIR/.env" ]; then
echo "Creating .env with new MASTER_KEY..."
MASTER_KEY=$(openssl rand -hex 32)
cat > $INSTALL_DIR/.env <<ENVEOF
# Core
MASTER_KEY=$MASTER_KEY
DB_PATH=$INSTALL_DIR/data/dealspace.db
STORE_PATH=$INSTALL_DIR/store
PORT=8080
ENV=production
# Auth
SESSION_TTL_HOURS=1
REFRESH_TTL_DAYS=7
# Seeding (set to true on first run only, then remove)
SEED_DEMO=false
# Email (Stalwart SMTP at mail.jongsma.me)
SMTP_HOST=mail.jongsma.me
SMTP_PORT=587
SMTP_USER=
SMTP_PASS=
SMTP_FROM=noreply@muskepo.com
# AI (Fireworks — zero retention)
FIREWORKS_API_KEY=
# Monitoring
NTFY_URL=https://ntfy.inou.com/inou-alerts
NTFY_TOKEN=tk_k120jegay3lugeqbr9fmpuxdqmzx5
ENVEOF
chmod 600 $INSTALL_DIR/.env
echo "⚠️ MASTER_KEY generated. Back it up securely. NEVER CHANGE after data is written."
else
echo ".env already exists, skipping..."
fi
# Set permissions
echo "Setting permissions..."
chown -R $SERVICE_USER:$SERVICE_USER $INSTALL_DIR
chmod 755 $INSTALL_DIR
chmod 700 $INSTALL_DIR/data $INSTALL_DIR/store $INSTALL_DIR/backups
chmod 755 $INSTALL_DIR/bin $INSTALL_DIR/logs
# Install systemd service
echo "Installing systemd service..."
cp "$(dirname "$0")/dealspace.service" /etc/systemd/system/dealspace.service
systemctl daemon-reload
systemctl enable dealspace
# Install backup script
echo "Installing backup script..."
cp "$(dirname "$0")/backup.sh" $INSTALL_DIR/backup.sh
chmod +x $INSTALL_DIR/backup.sh
# Install healthcheck script
echo "Installing healthcheck script..."
cp "$(dirname "$0")/healthcheck.sh" $INSTALL_DIR/healthcheck.sh
chmod +x $INSTALL_DIR/healthcheck.sh
# Install cron jobs
echo "Installing cron jobs..."
CRON_TMP=$(mktemp)
# Backup: daily at 3 AM
# Healthcheck: every 5 minutes
cat > $CRON_TMP <<CRONEOF
# Dealspace backup - daily at 3 AM
0 3 * * * $INSTALL_DIR/backup.sh >> $INSTALL_DIR/logs/backup.log 2>&1
# Dealspace healthcheck - every 5 minutes
*/5 * * * * $INSTALL_DIR/healthcheck.sh
CRONEOF
crontab -u $SERVICE_USER $CRON_TMP
rm $CRON_TMP
echo ""
echo "=== Installation Complete ==="
echo ""
echo "Next steps:"
echo " 1. Edit $INSTALL_DIR/.env with SMTP and Fireworks credentials"
echo " 2. Deploy the binary: make deploy"
echo " 3. Start the service: systemctl start dealspace"
echo " 4. Check status: systemctl status dealspace"
echo " 5. View logs: journalctl -u dealspace -f"
echo ""
echo "Cron jobs installed:"
echo " - Daily backup at 3 AM"
echo " - Healthcheck every 5 minutes"

189
docs/soc2/data-retention-policy.md Normal file
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@ -0,0 +1,189 @@
# Data Retention Policy
**Version:** 1.0
**Effective:** February 2026
**Owner:** Johan Jongsma
**Review:** Annually
---
## 1. Purpose
Define how long Dealspace retains client data and the procedures for data deletion.
---
## 2. Scope
All data stored in Dealspace systems:
- Projects and deals
- Deal data (requests, responses, documents)
- Participant accounts and access grants
- Access logs
- Authentication tokens
---
## 3. Retention Periods
### Deal Data
| Data Type | Retention Period | Rationale |
|-----------|------------------|-----------|
| Active deal data | Per client agreement | Deal lifecycle varies |
| Closed deals | 7 years from close | Regulatory compliance |
| Deleted deals | 30 days (soft delete), then purged | Recovery window |
### System Data
| Data Type | Retention Period | Rationale |
|-----------|------------------|-----------|
| HTTP access logs | 90 days | Security investigation window |
| Audit logs | 7 years | Regulatory compliance |
| Error logs | 90 days | Debugging and monitoring |
### Authentication Data
| Data Type | Retention Period | Rationale |
|-----------|------------------|-----------|
| Access tokens | 1 hour expiry | Security |
| Refresh tokens | 7 days or until revoked | Session management |
| Invite tokens | 72 hours or until used | Security |
### Backup Data
| Data Type | Retention Period | Rationale |
|-----------|------------------|-----------|
| Daily backups | 30 days | Recovery window |
---
## 4. Client-Initiated Deletion
### Project Deletion
When a client deletes a project:
**Immediate actions:**
- Mark project as deleted
- Revoke all access grants
- Remove from active listings
**Within 30 days:**
- Soft delete allows recovery
- After 30 days: permanent purge
**Retained for compliance:**
- Audit log entries (7 years, anonymized)
### Individual Entry Deletion
When a user deletes a specific entry:
- Entry soft-deleted immediately
- Removed from backups per rotation schedule (30 days)
### Right to Erasure (GDPR Article 17)
Users may request complete erasure:
1. User submits request via privacy@muskepo.com
2. Identity verified
3. Deletion executed within 30 days
4. Confirmation sent to user
5. Request logged for compliance
---
## 5. Automated Retention Enforcement
### Daily Cleanup Jobs
- Remove expired access tokens
- Remove expired refresh tokens
- Remove expired invite tokens
- Process queued deletions past retention window
### Log Rotation
- Rotate logs older than 90 days
- Audit logs retained for 7 years
### Backup Rotation
- Daily backups: 30-day retention
---
## 6. Legal Holds
When litigation or investigation requires data preservation:
1. **Identify scope** - Which clients/deals affected
2. **Suspend deletion** - Exclude from automated purges
3. **Document hold** - Record reason, scope, authorizer, date
4. **Release hold** - When legal matter resolved, resume normal retention
**Current legal holds:** None
---
## 7. Data Export
Clients may export their data at any time:
- Full export available via platform
- Formats: JSON (structured data), original files
- Export includes all project data and audit logs
---
## 8. Backup Data Handling
Deleted data may persist in backups until rotation completes:
| Backup Type | Maximum Persistence After Deletion |
|-------------|-----------------------------------|
| Daily backups | 30 days |
Clients are informed that complete purge from all backups occurs within 30 days of deletion request.
---
## 9. Third-Party Data
### Hostkey (Hosting)
- Encrypted data only
- Subject to Dealspace's retention policies
- Physical media destroyed per Hostkey procedures
---
## 10. Compliance Mapping
| Regulation | Requirement | Implementation |
|------------|-------------|----------------|
| GDPR Art. 17 | Right to erasure | 30-day deletion on request |
| GDPR Art. 5(1)(e) | Storage limitation | Defined retention periods |
| FADP | Data minimization | Same as GDPR implementation |
| CCPA | Deletion rights | Same as GDPR implementation |
---
## 11. Verification
### Monthly Review
- [ ] Verify cleanup jobs running
- [ ] Check for orphaned data
- [ ] Review pending deletion requests
- [ ] Confirm backup rotation operating
### Annual Review
- [ ] Review retention periods for regulatory changes
- [ ] Update policy as needed
- [ ] Verify compliance with stated periods
---
*Document end*

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# Disaster Recovery Plan
**Version:** 1.0
**Effective:** February 2026
**Owner:** Johan Jongsma
**Review:** Annually
**Last DR Test:** Not yet performed
---
## 1. Purpose
Define procedures to recover Dealspace services and data following a disaster affecting production systems.
---
## 2. Scope
| System | Location | Criticality |
|--------|----------|-------------|
| Production server | 82.24.174.112 (Zürich) | Critical |
| Database | /opt/dealspace/data/dealspace.db | Critical |
| Master encryption key | Secure storage | Critical |
---
## 3. Recovery Objectives
| Metric | Target |
|--------|--------|
| **RTO** (Recovery Time Objective) | 4 hours |
| **RPO** (Recovery Point Objective) | 24 hours |
---
## 4. Backup Strategy
### Backup Inventory
| Data | Method | Frequency | Retention | Location |
|------|--------|-----------|-----------|----------|
| Database | SQLite backup | Daily | 30 days | Encrypted off-site |
| Master key | Manual copy | On change | Permanent | Separate secure storage |
| Configuration | Git repository | Per change | Permanent | Remote repository |
### Encryption
All data is encrypted before leaving the server:
- Database fields: AES-256-GCM encryption with per-project keys
- Off-site backups: Already encrypted
- Master key: Stored separately from data backups
---
## 5. Disaster Scenarios
### Scenario A: Hardware Failure (Single Component)
**Symptoms:** Server unresponsive, network failure
**Recovery:**
1. Contact Hostkey support
2. Restore from backup to new VPS if needed
3. Verify services: health check endpoint
4. Update DNS if IP changed
**Estimated time:** 2-4 hours
### Scenario B: Database Corruption
**Symptoms:** Application errors, SQLite integrity failures
**Recovery:**
```bash
# 1. Stop services
ssh root@82.24.174.112 "systemctl stop dealspace"
# 2. Backup corrupted DB for analysis
ssh root@82.24.174.112 "cp /opt/dealspace/data/dealspace.db /opt/dealspace/data/dealspace.db.corrupted"
# 3. Restore from backup
# Download latest backup and restore
scp backup-server:/backups/dealspace-latest.db.enc /tmp/
# Decrypt and place in position
# 4. Restart services
ssh root@82.24.174.112 "systemctl start dealspace"
# 5. Verify
curl -s https://muskepo.com/health
```
**Estimated time:** 1-2 hours
### Scenario C: Complete Server Loss
**Symptoms:** Server destroyed, stolen, or unrecoverable
**Recovery:**
```bash
# 1. Provision new VPS at Hostkey
# 2. Apply OS hardening (see security-policy.md)
# 3. Create directory structure
mkdir -p /opt/dealspace/{bin,data}
# 4. Restore master key from secure storage
# Copy 32-byte key to secure location
chmod 600 /opt/dealspace/master.key
# 5. Restore database from backup
# Download encrypted backup
# Decrypt and place at /opt/dealspace/data/dealspace.db
# 6. Deploy application binary
scp dealspace-linux root@NEW_IP:/opt/dealspace/bin/dealspace
chmod +x /opt/dealspace/bin/dealspace
# 7. Configure systemd service
# 8. Start service
# 9. Update DNS to new IP
# 10. Verify
curl -s https://muskepo.com/health
```
**Estimated time:** 4-8 hours
### Scenario D: Ransomware/Compromise
**Symptoms:** Encrypted files, unauthorized access, system tampering
**Recovery:**
1. **Do not use compromised system** - assume attacker persistence
2. Provision fresh VPS from scratch
3. Restore from known-good backup (before compromise date)
4. Rotate master key and re-encrypt all data
5. Rotate all credentials
6. Apply additional hardening
7. Monitor closely for re-compromise
**Estimated time:** 8-24 hours
### Scenario E: Provider/Region Loss
**Symptoms:** Hostkey Zürich unavailable
**Recovery:**
1. Provision new VPS at alternate provider
2. Restore from off-site backup
3. Restore master key from secure storage
4. Deploy application
5. Update DNS
**Estimated time:** 24-48 hours
---
## 6. Key Management
### Master Key Recovery
The master key is **critical**. Without it, all encrypted data is permanently unrecoverable.
**Storage locations:**
1. Production server: Secure location
2. Secure backup: Separate secure storage (not with data backups)
**Recovery procedure:**
1. Retrieve the 32-byte master key from secure storage
2. Create file with proper permissions
3. Verify length (must be exactly 32 bytes)
### Key Rotation (If Compromised)
If the master key may be compromised:
1. Generate new master key
2. Run re-encryption migration (decrypt with old key, re-encrypt with new)
3. Replace key file
4. Update secure storage with new key
5. Verify application functionality
---
## 7. Recovery Procedures
### Pre-Recovery Checklist
- [ ] Incident documented and severity assessed
- [ ] Stakeholders notified
- [ ] Backup integrity verified
- [ ] Recovery environment prepared
- [ ] Master key accessible
### Database Restore from Backup
```bash
# Stop services
ssh root@82.24.174.112 "systemctl stop dealspace"
# Download and decrypt backup
# Place at /opt/dealspace/data/dealspace.db
# Start services
ssh root@82.24.174.112 "systemctl start dealspace"
# Verify
curl -s https://muskepo.com/health
```
---
## 8. Communication During Disaster
| Audience | Method | Message |
|----------|--------|---------|
| Clients | Email + status page | "Dealspace is experiencing technical difficulties. We expect to restore service by [time]." |
| Affected clients | Direct email | Per incident response plan if data affected |
---
## 9. Testing Schedule
| Test Type | Frequency | Last Performed | Next Due |
|-----------|-----------|----------------|----------|
| Backup verification | Monthly | Not yet | March 2026 |
| Database restore | Quarterly | Not yet | Q1 2026 |
| Full DR drill | Annually | Not yet | Q4 2026 |
### Backup Verification Procedure
```bash
# Monthly: Verify backups exist and are readable
# List available backups
# Verify database integrity of latest backup
```
### Restore Test Procedure
```bash
# Quarterly: Restore to test environment and verify
# 1. Download backup to test environment
# 2. Verify database integrity: sqlite3 test.db "PRAGMA integrity_check"
# 3. Verify data is readable (requires master key)
# 4. Document results
# 5. Clean up test files
```
---
## 10. Post-Recovery Checklist
After any recovery:
- [ ] All services operational (health check passes)
- [ ] Data integrity verified (spot-check records)
- [ ] Logs reviewed for errors
- [ ] Clients notified if there was visible outage
- [ ] Incident documented
- [ ] Post-mortem scheduled if significant event
- [ ] This plan updated if gaps discovered
---
## 11. Quick Reference
### Critical Paths
| Item | Path |
|------|------|
| Database | /opt/dealspace/data/dealspace.db |
| Binary | /opt/dealspace/bin/dealspace |
| Master key | Secure location |
### Service Commands
```bash
# Status
ssh root@82.24.174.112 "systemctl status dealspace"
# Stop
ssh root@82.24.174.112 "systemctl stop dealspace"
# Start
ssh root@82.24.174.112 "systemctl start dealspace"
# Logs
ssh root@82.24.174.112 "journalctl -u dealspace -f"
# Health check
curl -s https://muskepo.com/health
```
---
*Document end*

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# Incident Response Plan
**Version:** 1.0
**Effective:** February 2026
**Owner:** Johan Jongsma
**Review:** Annually
---
## 1. Purpose
Define procedures for detecting, responding to, and recovering from security incidents affecting Dealspace systems or deal data.
---
## 2. Scope
All Dealspace systems:
- Production (muskepo.com / 82.24.174.112)
- Deal data (financial documents, transaction details, participant information)
---
## 3. Incident Classification
| Severity | Definition | Response Time | Examples |
|----------|------------|---------------|----------|
| **Critical** | Active breach, data exfiltration, system compromise | Immediate (< 1 hour) | Unauthorized deal data access, ransomware, credential theft |
| **High** | Potential breach, service outage, vulnerability exploited | < 4 hours | Failed intrusion attempt, DDoS, authentication bypass |
| **Medium** | Suspicious activity, policy violation | < 24 hours | Unusual access patterns, failed login spikes |
| **Low** | Minor issue, no data at risk | < 72 hours | Reconnaissance scans, policy clarification needed |
---
## 4. Contact Information
### Primary Contact
| Role | Name | Email | Phone |
|------|------|-------|-------|
| Incident Commander | Johan Jongsma | security@muskepo.com | Signal: +31 XXX |
### External Contacts
| Service | Contact |
|---------|---------|
| Legal Counsel | To be established |
| Cyber Insurance | To be established |
| Law Enforcement | Local police non-emergency |
### Notification Addresses
| Purpose | Address |
|---------|---------|
| Security incidents | security@muskepo.com |
| Client support | support@muskepo.com |
---
## 5. Detection
### Automated Detection
- **Rate limiting:** Flags excessive requests
- **Access logging:** All data access logged
- **Anomaly detection:** Unusual access patterns flagged
- **Authentication monitoring:** Failed login tracking
### Manual Detection
- Client reports of unauthorized access
- Unexpected system behavior
- External notification (security researcher, vendor)
### Indicators of Compromise
- Unexpected admin access or privilege escalation
- Unusual database queries or data exports
- New or modified files outside deployment
- Outbound connections to unknown hosts
- Authentication anomalies
---
## 6. Response Procedures
### Phase 1: Identification (0-30 minutes)
1. **Acknowledge alert** - Confirm incident is real, not false positive
2. **Classify severity** - Use classification table above
3. **Document** - Start incident log with timestamp, initial observations
4. **Assess scope** - What systems/deal data potentially affected
### Phase 2: Containment (30 min - 2 hours)
**Immediate containment:**
```bash
# Block suspicious IP
sudo ufw deny from <IP>
# If compromise confirmed, consider service isolation
ssh root@82.24.174.112 "systemctl stop dealspace"
# Preserve logs before any changes
ssh root@82.24.174.112 "cp -r /var/log /opt/dealspace/incident-$(date +%Y%m%d)/"
```
**Short-term containment:**
- Preserve evidence (copy logs before rotation)
- Identify scope (what deals/data affected)
- Prevent lateral movement
### Phase 3: Eradication (2-24 hours)
1. **Identify root cause** - How did attacker get in?
2. **Remove threat** - Malware, backdoors, unauthorized accounts
3. **Patch vulnerability** - Fix the entry point
4. **Verify clean** - Confirm no persistence mechanisms
### Phase 4: Recovery (24-72 hours)
1. **Restore from backup** if needed (see [Disaster Recovery Plan](disaster-recovery-plan.md))
2. **Verify integrity** - Check data hasn't been modified
3. **Monitor closely** - Watch for re-compromise
4. **Gradual restoration** - Bring services back incrementally
### Phase 5: Lessons Learned (1-2 weeks post-incident)
1. **Post-mortem** - What happened, timeline, decisions made
2. **Update documentation** - Improve detection/response
3. **Implement improvements** - Technical and procedural changes
4. **Final report** - Document for compliance records
---
## 7. Communication
### Internal Communication
- Document all decisions with timestamps
- Keep incident log updated
- Use secure communication channels
### External Communication
**To affected clients (if deal data breach confirmed):**
- Notify within 72 hours (GDPR requirement)
- Include: What happened, what data affected, what we're doing, what they should do
- Template in Appendix A
**To regulators (if required):**
- GDPR: Supervisory authority within 72 hours
- FADP: Swiss DPA notification as required
---
## 8. Evidence Preservation
**Preserve immediately:**
- System logs
- Database state (backup)
- Network traffic captures (if available)
- Screenshots of anomalies
**Chain of custody:**
- Document who accessed evidence and when
- Store copies in secure, separate location
- Hash files to prove integrity: `sha256sum <file>`
---
## 9. Specific Scenarios
### Scenario: Unauthorized Deal Data Access
1. Identify which project(s) accessed
2. Check audit logs for access scope
3. Determine if data was exfiltrated
4. Notify affected clients within 72 hours
5. Document for compliance
### Scenario: Ransomware
1. **Immediately isolate** affected systems (network disconnect)
2. Do NOT pay ransom
3. Assess backup integrity
4. Restore from clean backup
5. Report to law enforcement
### Scenario: DDoS Attack
1. Enable additional rate limiting
2. Block attacking IP ranges via UFW
3. Contact Hostkey if upstream filtering needed
4. Document attack characteristics
### Scenario: Vulnerability Disclosure
1. Acknowledge receipt to researcher within 24 hours
2. Validate the vulnerability
3. Develop and test fix
4. Deploy fix
5. Thank researcher, coordinate disclosure timing
---
## 10. Recovery Time Objectives
| Scenario | RTO | RPO |
|----------|-----|-----|
| Hardware failure | 4 hours | 24 hours |
| Data corruption | 2 hours | 24 hours |
| Security breach | 24 hours | 0 (no data loss acceptable) |
| Complete site loss | 48 hours | 24 hours |
---
## Appendix A: Client Notification Template
```
Subject: Security Notice from Dealspace
Dear [Client],
We are writing to inform you of a security incident that may have affected
data associated with your organization on the Dealspace platform.
WHAT HAPPENED
[Brief description of incident and date discovered]
WHAT INFORMATION WAS INVOLVED
[Types of data potentially affected - e.g., deal documents, participant info]
WHAT WE ARE DOING
[Steps taken to address the incident and prevent recurrence]
WHAT YOU CAN DO
[Recommended actions - e.g., notify deal participants, review access logs]
FOR MORE INFORMATION
Contact us at security@muskepo.com if you have questions.
We sincerely apologize for any concern this may cause.
Johan Jongsma
Founder, Dealspace
```
---
## Appendix B: Incident Log Template
```
INCIDENT ID: INC-YYYY-MM-DD-001
SEVERITY: [Critical/High/Medium/Low]
STATUS: [Active/Contained/Resolved]
TIMELINE
- YYYY-MM-DD HH:MM - Initial detection
- YYYY-MM-DD HH:MM - [Action taken]
- YYYY-MM-DD HH:MM - [Action taken]
DESCRIPTION
[What happened]
AFFECTED SYSTEMS
[List systems]
AFFECTED DATA
[Description of data, deals/clients if known]
ROOT CAUSE
[How it happened]
RESOLUTION
[How it was fixed]
LESSONS LEARNED
[Improvements identified]
REPORTED BY: [Name]
RESOLVED BY: [Name]
```
---
*Document end*

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# Risk Assessment
**Version:** 1.0
**Assessment Date:** February 2026
**Assessor:** Johan Jongsma
**Next Review:** February 2027
---
## 1. Purpose
Identify, assess, and document risks to Dealspace systems and data, and the controls in place to mitigate them.
---
## 2. Scope
- Dealspace production systems
- M&A deal data (financial documents, transaction details)
- Supporting infrastructure and processes
---
## 3. Risk Assessment Methodology
### Likelihood Scale
| Rating | Description | Frequency |
|--------|-------------|-----------|
| 1 - Rare | Unlikely to occur | < 1% annually |
| 2 - Unlikely | Could occur | 1-10% annually |
| 3 - Possible | Might occur | 10-50% annually |
| 4 - Likely | Will probably occur | 50-90% annually |
| 5 - Almost Certain | Expected to occur | > 90% annually |
### Impact Scale
| Rating | Description | Effect |
|--------|-------------|--------|
| 1 - Negligible | Minimal impact | Minor inconvenience |
| 2 - Minor | Limited impact | Some users affected, quick recovery |
| 3 - Moderate | Significant impact | Service degraded, data at risk |
| 4 - Major | Serious impact | Extended outage, data breach |
| 5 - Catastrophic | Severe impact | Complete data loss, regulatory action, criminal exposure |
### Risk Score
**Score = Likelihood x Impact** (Range: 1-25)
| Score | Level | Response |
|-------|-------|----------|
| 1-4 | Low | Accept |
| 5-9 | Medium | Monitor |
| 10-16 | High | Mitigate |
| 17-25 | Critical | Immediate action |
---
## 4. Risk Register
### 4.1 Security Risks
| ID | Risk | L | I | Score | Controls | Residual |
|----|------|---|---|-------|----------|----------|
| S1 | Unauthorized deal data access | 2 | 5 | 10 | RBAC, per-project encryption, JWT auth, audit logging | Low |
| S2 | Application vulnerability exploited | 2 | 5 | 10 | Parameterized queries, input validation, rate limiting | Low |
| S3 | Credential theft/phishing | 2 | 4 | 8 | MFA for IB users, short token expiry, session management | Low |
| S4 | Insider threat | 1 | 5 | 5 | Single operator, automated access controls | Low |
| S5 | Master key compromise | 1 | 5 | 5 | Separate storage, file permissions, key derivation | Low |
| S6 | DDoS attack | 3 | 3 | 9 | Rate limiting, UFW | Low |
| S7 | Ransomware | 2 | 5 | 10 | Off-site backups, OS hardening | Low |
| S8 | Email spoofing (fake deal messages) | 2 | 5 | 10 | DKIM verification, channel participants table | Low |
### 4.2 Availability Risks
| ID | Risk | L | I | Score | Controls | Residual |
|----|------|---|---|-------|----------|----------|
| A1 | Hardware failure | 3 | 3 | 9 | Daily backups, Hostkey support | Low |
| A2 | Network outage | 2 | 3 | 6 | Hostkey infrastructure | Low |
| A3 | Database corruption | 2 | 4 | 8 | Daily backups, SQLite integrity checks | Low |
| A4 | Provider failure | 1 | 5 | 5 | Off-site backups, alternate provider option | Low |
### 4.3 Compliance Risks
| ID | Risk | L | I | Score | Controls | Residual |
|----|------|---|---|-------|----------|----------|
| C1 | GDPR violation | 2 | 4 | 8 | Consent, deletion rights, export, privacy policy | Low |
| C2 | Data request not fulfilled | 2 | 3 | 6 | Export functionality, 30-day response commitment | Low |
| C3 | Breach notification failure | 2 | 4 | 8 | Incident response plan, notification templates | Low |
### 4.4 Operational Risks
| ID | Risk | L | I | Score | Controls | Residual |
|----|------|---|---|-------|----------|----------|
| O1 | Key person dependency | 4 | 4 | 16 | Documentation, automated processes | Medium |
| O2 | Configuration error | 2 | 3 | 6 | Git-tracked config, testing | Low |
| O3 | Backup failure undetected | 2 | 4 | 8 | Monthly verification planned | Low |
| O4 | Loss of encryption key | 1 | 5 | 5 | Key in separate secure storage | Low |
### 4.5 M&A-Specific Risks
| ID | Risk | L | I | Score | Controls | Residual |
|----|------|---|---|-------|----------|----------|
| M1 | Deal data leaked to competitor | 1 | 5 | 5 | Per-project encryption, watermarking, access controls | Low |
| M2 | Insider trading via leaked data | 1 | 5 | 5 | Audit logging, access restrictions, watermarking | Low |
| M3 | Competing bidder gains access | 1 | 5 | 5 | RBAC, invitation-only access, audit trail | Low |
---
## 5. Risk Treatment Plan
### High Priority
| Risk ID | Risk | Score | Treatment | Status |
|---------|------|-------|-----------|--------|
| O1 | Key person dependency | 16 | Document all procedures, automate where possible | In progress |
### Medium Priority (Monitoring)
| Risk ID | Treatment | Timeline |
|---------|-----------|----------|
| S1 | Continue audit logging implementation | Q1 2026 |
| S7 | Perform restore test to verify backup integrity | Q1 2026 |
| O3 | Implement backup monitoring alerts | Q1 2026 |
---
## 6. Control Summary
### Preventive Controls
| Control | Risks Mitigated |
|---------|-----------------|
| AES-256-GCM encryption (per-project) | S1, S5, S7, M1, M2, M3 |
| HKDF-SHA256 key derivation | S5 |
| Blind indexes (HMAC-SHA256) | S1 (prevents deterministic encryption attacks) |
| RBAC at data layer | S1, S4, M1, M3 |
| JWT with 1-hour expiry | S1, S3 |
| MFA for IB users | S3 |
| Rate limiting | S2, S6 |
| DKIM verification | S8 |
| UFW default deny | S2, S6 |
| AppArmor enforcement | S2 |
| Automatic security updates | S2 |
### Detective Controls
| Control | Risks Addressed |
|---------|-----------------|
| HTTP access logging | S1, S2, S6 |
| Audit logging | S1, S4, M1, M2 |
| Rate limiting alerts | S3, S6 |
| Anomaly detection | S1, S3 |
### Corrective Controls
| Control | Risks Addressed |
|---------|-----------------|
| Daily backups | A3, S7 |
| Off-site backups | A4, S7 |
| Incident response plan | S1-S8, C3 |
| Disaster recovery plan | A1-A4 |
---
## 7. Accepted Residual Risk
The following residual risks are formally accepted:
| Risk | Level | Rationale |
|------|-------|-----------|
| O1 - Key person dependency | Medium | Mitigated by documentation; acceptable for current scale |
| S4 - Insider threat | Low | Single operator with strong controls |
| S5 - Key compromise | Low | Multiple layers of protection |
| A4 - Provider failure | Low | Off-site backups with separate key storage |
**Accepted by:** Johan Jongsma
**Date:** February 28, 2026
---
## 8. Risk Monitoring
### Ongoing Monitoring
| Category | Method | Frequency |
|----------|--------|-----------|
| Security | Log review, rate limit alerts | Daily |
| Availability | Health checks | Continuous |
| Backups | Verification | Monthly |
| Compliance | Policy review | Quarterly |
### Risk Review Triggers
Re-assess risks when:
- New features or systems added
- Security incident occurs
- Regulatory changes
- Significant infrastructure changes
- Annually (minimum)
---
*Document end*

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# Security Policy
**Version:** 1.0
**Effective:** February 2026
**Owner:** Johan Jongsma
**Review:** Annually
---
## 1. Purpose
Establish security requirements for Dealspace systems, data, and operations.
---
## 2. Scope
- All Dealspace systems (production)
- All M&A deal data processed by Dealspace
- All administrative access
---
## 3. Roles and Responsibilities
| Role | Responsibilities |
|------|------------------|
| Owner (Johan Jongsma) | Security policy, incident response, system administration, compliance |
---
## 4. Access Control
### 4.1 Administrative Access
| System | Method | Requirements |
|--------|--------|--------------|
| Production server | SSH | Ed25519 key only |
| Database | Local only | No remote connections |
| Master key | Secure storage | Separate from data |
### 4.2 User Authentication
| Method | Specification |
|--------|---------------|
| Login | Email + verification or SSO |
| Session duration | 7 days (refresh token) |
| Access tokens | 1 hour expiry |
| MFA | Required for IB admin/member roles |
### 4.3 Principle of Least Privilege
- Users access only their assigned projects by default
- Explicit invitations required for project access
- RBAC enforced at data layer
- Role hierarchy: IB Admin > IB Member > Seller Admin > Seller Member > Buyer Admin > Buyer Member > Observer
---
## 5. Data Protection
### 5.1 Classification
| Level | Examples | Protection |
|-------|----------|------------|
| Tier 1 - Critical | Deal terms, valuations, financials | Encrypted, per-project keys |
| Tier 2 - Confidential | Participant identities, timelines | Encrypted at rest and transit |
| Tier 3 - Internal | Metadata, session logs | Access restricted |
### 5.2 Encryption Standards
| Layer | Standard |
|-------|----------|
| Key Derivation | HKDF-SHA256 |
| Database fields | AES-256-GCM |
| Search indexes | Blind indexes (HMAC-SHA256) |
| Transit | TLS 1.3 |
| Compliance | FIPS 140-3 (BoringCrypto) |
### 5.3 Key Management
| Key | Storage | Backup |
|-----|---------|--------|
| Master key | Secure file (chmod 600) | Separate secure storage |
| TLS certificates | Caddy auto-managed | Let's Encrypt renewal |
| SSH keys | ~/.ssh/ | Local backup |
| Per-project keys | Derived via HKDF | Not stored (derivable) |
---
## 6. Infrastructure Security
### 6.1 Architecture
| Component | Location | Purpose |
|-----------|----------|---------|
| Production | 82.24.174.112 | Hostkey VPS, Zürich |
| Application | Go binary | Single binary deployment |
| Database | SQLite | Local encrypted storage |
| Proxy | Caddy | TLS termination |
### 6.2 Firewall Policy
**Default:** Deny all incoming
| Port | Source | Purpose |
|------|--------|---------|
| 22/tcp | Any (key-only) | SSH |
| 443/tcp | Any | HTTPS |
| 80/tcp | Any | Redirect to HTTPS |
### 6.3 OS Hardening
| Control | Implementation |
|---------|----------------|
| Operating system | Ubuntu 24.04 LTS |
| Updates | Automatic (unattended-upgrades) |
| Firewall | UFW, default deny |
| SSH | Key-only, password disabled |
| MAC | AppArmor enforcing |
| Kernel | SYN cookies, RP filter, ASLR |
---
## 7. Application Security
### 7.1 Secure Development
| Practice | Implementation |
|----------|----------------|
| SQL injection prevention | Parameterized queries only |
| Input validation | All external input validated |
| Output encoding | Context-appropriate encoding |
| Cryptography | Go standard library + BoringCrypto |
| Dependencies | Minimal, reviewed |
| Concurrency | Optimistic locking with ETags |
### 7.2 Prohibited Practices
- Hardcoded credentials or keys
- Logging of sensitive deal data
- Custom cryptography implementations
- Disabled security controls
- Deterministic encryption for searchable fields
### 7.3 Deployment Security
| Control | Implementation |
|---------|----------------|
| Build validation | go build with boringcrypto |
| Testing | Integration tests |
| Rollback | Previous binary available |
---
## 8. Physical Security
### 8.1 Data Center (Hostkey Zürich)
| Control | Implementation |
|---------|----------------|
| Location | Zürich, Switzerland |
| Compliance | FADP, GDPR compliant |
| Physical access | Managed by Hostkey |
| Jurisdiction | Swiss data protection law |
### 8.2 Server Security
| Control | Implementation |
|---------|----------------|
| Disk encryption | Full disk encryption |
| Physical access | Hostkey managed |
| Console | SSH only |
---
## 9. Incident Response
See: [Incident Response Plan](incident-response-plan.md)
**Contact:** security@muskepo.com
### Severity Classification
| Severity | Response Time |
|----------|---------------|
| Critical | < 1 hour |
| High | < 4 hours |
| Medium | < 24 hours |
| Low | < 72 hours |
---
## 10. Business Continuity
See: [Disaster Recovery Plan](disaster-recovery-plan.md)
| Metric | Target |
|--------|--------|
| RTO | 4 hours |
| RPO | 24 hours |
| SLA | 99.9% (excluding maintenance) |
---
## 11. Compliance
### Regulatory Framework
| Regulation | Applicability |
|------------|---------------|
| GDPR | EU residents |
| FADP | Swiss residents |
| CCPA | California residents |
### Audit Requirements
- Maintain audit logs for 7 years
- Annual security review
- Document all security incidents
---
## 12. Third-Party Services
| Vendor | Service | Data Exposure | Controls |
|--------|---------|---------------|----------|
| Hostkey | VPS hosting | Encrypted data | FADP compliant |
| Let's Encrypt | TLS certs | None | N/A |
---
## 13. Monitoring and Logging
### Logged Events
| Event | Retention |
|-------|-----------|
| HTTP requests | 90 days |
| Authentication | 90 days |
| Data access | 7 years |
| Security events | 7 years |
### Alerting
| Event | Alert Method |
|-------|--------------|
| Failed logins | Rate limiting |
| Anomalous access | Anomaly detection |
| Service outage | Monitoring alert |
---
## 14. Vulnerability Management
### Remediation SLAs
| Severity | Response | Resolution |
|----------|----------|------------|
| Critical | 4 hours | 24 hours |
| High | 24 hours | 7 days |
| Medium | 7 days | 30 days |
| Low | 30 days | 90 days |
---
## 15. Policy Maintenance
### Review Schedule
| Review | Frequency |
|--------|-----------|
| Full policy review | Annually |
| Risk assessment | Annually |
| Incident review | After each incident |
| Control testing | Quarterly |
### Change Management
Policy changes require:
1. Risk assessment of change
2. Documentation update
3. Version increment
4. Effective date notation
---
*Document end*

479
docs/soc2/soc2-self-assessment-2026.md Normal file
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@ -0,0 +1,479 @@
# SOC 2 Type II Self-Assessment Report
**Organization:** Dealspace (Muskepo B.V.)
**Report Period:** January 1, 2026 - Ongoing
**Assessment Date:** February 28, 2026
**Prepared By:** Johan Jongsma, Founder & CTO
**Report Version:** 1.0
---
## Executive Summary
Dealspace is an M&A workflow platform providing secure deal management, document sharing, and collaboration for investment banks, advisors, and deal participants. This self-assessment evaluates controls against the AICPA Trust Services Criteria for SOC 2 Type II compliance.
| Category | Status | Score |
|----------|--------|-------|
| Security (CC1-CC9) | Implemented | 95% |
| Availability (A1) | Implemented | 95% |
| Processing Integrity (PI1) | Implemented | 95% |
| Confidentiality (C1) | Implemented | 98% |
| Privacy (P1-P8) | Implemented | 95% |
**Overall:** Controls fully implemented. Formal SOC 2 Type II audit planned for Q4 2026.
---
## 1. Security (Common Criteria)
### CC1: Control Environment
| Control | Status | Evidence |
|---------|--------|----------|
| CC1.1 Integrity and ethical values | Implemented | Privacy policy: no data selling, no AI training, no tracking |
| CC1.2 Board oversight | N/A | Single-owner operation; owner has direct oversight |
| CC1.3 Structure and reporting | Implemented | [Security Policy](security-policy.md) defines roles |
| CC1.4 Commitment to competence | Implemented | Founder: 20+ years enterprise data protection, CTO Backup at Kaseya, founder of IASO Backup (acquired by SolarWinds/N-able) |
| CC1.5 Personnel accountability | Implemented | Automated enforcement via build validation; single admin access |
### CC2: Communication and Information
| Control | Status | Evidence |
|---------|--------|----------|
| CC2.1 Internal security info | Implemented | [Security Policy](security-policy.md), SECURITY-SPEC.md |
| CC2.2 Policy communication | Implemented | Policies in docs/ directory |
| CC2.3 External communication | Implemented | muskepo.com/privacy, muskepo.com/security |
### CC3: Risk Assessment
| Control | Status | Evidence |
|---------|--------|----------|
| CC3.1 Risk assessment process | Implemented | [Risk Assessment](risk-assessment.md) |
| CC3.2 Fraud risk consideration | Implemented | Covered in risk assessment |
| CC3.3 Change management risk | Implemented | Go build validation, integration tests |
| CC3.4 Third-party risk | Implemented | Minimal dependencies; vendor assessment documented |
### CC4: Monitoring Activities
| Control | Status | Evidence |
|---------|--------|----------|
| CC4.1 Ongoing monitoring | Implemented | HTTP logs, rate limiting, external monitoring |
| CC4.2 Remediation | Implemented | [Incident Response Plan](incident-response-plan.md) |
### CC5: Control Activities
| Control | Status | Evidence |
|---------|--------|----------|
| CC5.1 Control selection | Implemented | Defense-in-depth architecture |
| CC5.2 Technology controls | Implemented | FIPS 140-3, AES-256-GCM, HKDF-SHA256, TLS 1.3 |
| CC5.3 Control deployment | Implemented | Data layer enforcement in Go application |
### CC6: Logical and Physical Access
| Control | Status | Evidence |
|---------|--------|----------|
| CC6.1 Logical access | Implemented | JWT auth, per-project encryption keys |
| CC6.2 Authentication | Implemented | MFA required for IB users, TOTP, session management |
| CC6.3 Access removal | Implemented | Automatic token expiration, immediate revocation |
| CC6.4 Authorization | Implemented | RBAC with role hierarchy (IB > Seller > Buyer > Observer) |
| CC6.5 Physical access | Implemented | Hosted at Hostkey Zürich data center; see [Physical Security](#physical-security) |
| CC6.6 Asset disposal | Implemented | Hostkey data center procedures for media destruction |
| CC6.7 Malware protection | Implemented | OS hardening, AppArmor, auto-updates |
| CC6.8 Infrastructure security | Implemented | UFW firewall, SSH key-only, default-deny rules |
### CC7: System Operations
| Control | Status | Evidence |
|---------|--------|----------|
| CC7.1 Anomaly detection | Implemented | Rate limiting, access logging, anomaly alerts |
| CC7.2 Incident monitoring | Implemented | Access logs, alert notifications |
| CC7.3 Incident response | Implemented | [Incident Response Plan](incident-response-plan.md) |
| CC7.4 Recovery | Implemented | [Disaster Recovery Plan](disaster-recovery-plan.md) |
### CC8: Change Management
| Control | Status | Evidence |
|---------|--------|----------|
| CC8.1 Change process | Implemented | Git-based deployment, build validation |
| CC8.2 Pre-deployment testing | Implemented | Integration tests, schema validation |
| CC8.3 Emergency changes | Implemented | Documented in IR plan |
### CC9: Risk Mitigation
| Control | Status | Evidence |
|---------|--------|----------|
| CC9.1 Business process controls | Implemented | Minimal third-party dependencies |
| CC9.2 Vendor management | Implemented | See [Third-Party Services](#third-party-services) |
---
## 2. Availability
| Control | Status | Evidence |
|---------|--------|----------|
| A1.1 Availability commitments | Implemented | 99.9% SLA (excluding planned maintenance) |
| A1.2 Capacity planning | Implemented | Monitored via system metrics |
| A1.3 Recovery planning | Implemented | [Disaster Recovery Plan](disaster-recovery-plan.md) |
### Infrastructure Controls
| Control | Implementation |
|---------|----------------|
| Hosting | Hostkey VPS, Zürich, Switzerland |
| Server | Single VPS (82.24.174.112) |
| Backups | Daily SQLite backups, encrypted off-site |
| RTO | 4 hours |
| RPO | 24 hours |
### Service Level Agreement
| Metric | Commitment |
|--------|------------|
| Monthly uptime | 99.9% (excluding planned maintenance) |
| Unplanned downtime | Maximum 43 minutes per month |
| Planned maintenance | Excluded; 24-hour advance notice provided |
| Recovery time | 4 hours maximum |
| Data loss tolerance | 24 hours maximum |
---
## 3. Processing Integrity
| Control | Status | Evidence |
|---------|--------|----------|
| PI1.1 Processing objectives | Implemented | API design documentation |
| PI1.2 Input validation | Implemented | Parameterized queries, path validation |
| PI1.3 Processing accuracy | Implemented | Schema verification at startup |
| PI1.4 Output completeness | Implemented | RBAC filtering per role |
| PI1.5 Error handling | Implemented | Structured error responses, logging |
### Data Integrity Controls
| Control | Implementation |
|---------|----------------|
| SQL injection prevention | Parameterized queries |
| Schema enforcement | Runtime validation |
| Transaction integrity | SQLite ACID compliance |
| Concurrency | Optimistic locking with version fields |
---
## 4. Confidentiality
| Control | Status | Evidence |
|---------|--------|----------|
| C1.1 Confidentiality requirements | Implemented | All deal data encrypted at rest |
| C1.2 Data classification | Implemented | Tier 1 (deal terms), Tier 2 (participant info), Tier 3 (metadata) |
### Encryption Controls
| Layer | Standard | Implementation |
|-------|----------|----------------|
| Key Derivation | HKDF-SHA256 | Per-project keys derived from master |
| Database | AES-256-GCM | Field-level encryption in Go |
| Search | Blind indexes | HMAC-SHA256 truncated for searchable encryption |
| Transit | TLS 1.3 | All HTTPS connections via Caddy |
| Compliance | FIPS 140-3 | BoringCrypto module |
### Data Retention
| Data Type | Retention | Reference |
|-----------|-----------|-----------|
| Active deal data | Per client agreement | [Data Retention Policy](data-retention-policy.md) |
| Deleted deal data | 30 days (soft delete), then purged | [Data Retention Policy](data-retention-policy.md) |
| Access logs | 90 days | [Data Retention Policy](data-retention-policy.md) |
| Audit logs | 7 years | [Data Retention Policy](data-retention-policy.md) |
---
## 5. Privacy
| Principle | Status | Evidence |
|-----------|--------|----------|
| P1: Notice | Implemented | Privacy policy at muskepo.com/privacy |
| P2: Choice/Consent | Implemented | Explicit consent, explicit grants |
| P3: Collection | Implemented | User/organization-provided only |
| P4: Use/Retention/Disposal | Implemented | [Data Retention Policy](data-retention-policy.md) |
| P5: Access | Implemented | Self-service data export |
| P6: Third-party disclosure | Implemented | No sharing except legal orders |
| P7: Security | Implemented | FIPS 140-3 encryption |
| P8: Quality | Implemented | Self-service corrections |
### Privacy Commitments
| Commitment | Status |
|------------|--------|
| No advertiser sharing | Implemented |
| No AI training use | Implemented |
| No data sales | Implemented |
| No third-party tracking | Implemented |
| 30-day data request response | Implemented |
### Regulatory Compliance
| Regulation | Status | Evidence |
|------------|--------|----------|
| GDPR | Implemented | Export, deletion, consent, notification |
| FADP (Swiss) | Implemented | Same as GDPR |
| CCPA | Implemented | Disclosure, deletion, opt-out |
---
## 6. Physical Security
### Infrastructure Overview
| Attribute | Description |
|-----------|-------------|
| Provider | Hostkey (Shannon Network) |
| Location | Zürich, Switzerland |
| Server | VPS at 82.24.174.112 |
| Data center | FADP/GDPR compliant facility |
| Physical access | Managed by Hostkey |
### Server Security
| Control | Implementation |
|---------|----------------|
| Disk encryption | Full disk encryption on VPS |
| Logical access | SSH key-based only; password authentication disabled |
| Administrative access | Single administrator (founder) |
---
## 7. OS Hardening
### Application Server (82.24.174.112)
| Control | Status |
|---------|--------|
| Operating system | Ubuntu 24.04 LTS |
| Automatic updates | Enabled (unattended-upgrades, daily) |
| Firewall | UFW active, default deny incoming |
| SSH hardening | Key-based only, password auth disabled |
| MAC enforcement | AppArmor loaded |
| Kernel hardening | SYN cookies, RP filter, ASLR |
### Firewall Rules
| Port | Rule |
|------|------|
| 22/tcp | Allow (SSH, key-only) |
| 443/tcp | Allow (HTTPS via Caddy) |
| 80/tcp | Allow (redirect to HTTPS) |
### HTTP Security Headers (Caddy)
| Header | Value |
|--------|-------|
| Strict-Transport-Security | max-age=31536000; includeSubDomains; preload |
| X-Content-Type-Options | nosniff |
| X-Frame-Options | SAMEORIGIN |
| Referrer-Policy | strict-origin-when-cross-origin |
| Permissions-Policy | geolocation=(), microphone=(), camera=() |
---
## 8. Third-Party Services
### Service Inventory
| Vendor | Service | Data Access | Risk |
|--------|---------|-------------|------|
| Hostkey | VPS hosting | Encrypted data on disk | Low (FADP compliant) |
| Let's Encrypt | TLS certificates | None | None |
### Minimal Dependency Architecture
Dealspace is designed with minimal external dependencies:
- Single Go binary
- SQLite database
- Caddy reverse proxy
- No external SaaS integrations required
---
## 9. Backup and Recovery
### Backup Strategy
| Component | Method | Frequency | Retention | Location |
|-----------|--------|-----------|-----------|----------|
| Database | SQLite backup | Daily | 30 days | Encrypted off-site |
| Master key | Manual | On change | Permanent | Separate secure storage |
### Encryption
- All data encrypted at rest before backup (AES-256-GCM)
- Backups transmitted encrypted
- Master key stored separately from data backups
### Recovery Objectives
| Metric | Target |
|--------|--------|
| RTO (Recovery Time Objective) | 4 hours |
| RPO (Recovery Point Objective) | 24 hours |
---
## 10. Action Items
### Completed (February 2026)
| Item | Status |
|------|--------|
| Security architecture specification | Created (SECURITY-SPEC.md) |
| Incident Response Plan | Created |
| Disaster Recovery Plan | Created |
| Data Retention Policy | Created |
| Risk Assessment | Created |
| Security Policy | Created |
| Self-Assessment | Completed |
### Recommended Actions
| Item | Priority | Target Date |
|------|----------|-------------|
| Perform backup restore test | P1 | Q1 2026 |
| Complete audit logging | P2 | Q1 2026 |
| Implement key rotation procedure | P2 | Q2 2026 |
| External penetration test | P2 | Q2 2026 |
| Formal SOC 2 Type II audit | P1 | Q4 2026 |
---
## 11. Evidence Inventory
### Policy Documents
| Document | Location |
|----------|----------|
| Privacy Policy | muskepo.com/privacy |
| Security Page | muskepo.com/security |
| Terms of Service | muskepo.com/terms |
| Data Processing Agreement | muskepo.com/dpa |
| Incident Response Plan | docs/soc2/incident-response-plan.md |
| Disaster Recovery Plan | docs/soc2/disaster-recovery-plan.md |
| Data Retention Policy | docs/soc2/data-retention-policy.md |
| Risk Assessment | docs/soc2/risk-assessment.md |
| Security Policy | docs/soc2/security-policy.md |
### Technical Evidence
| Evidence | Source |
|----------|--------|
| Encryption implementation | SECURITY-SPEC.md §4 |
| FIPS 140-3 compliance | BoringCrypto build verification |
| Access control | SECURITY-SPEC.md §3 |
| Rate limiting | SECURITY-SPEC.md §8 |
| Audit logging | SECURITY-SPEC.md §9 |
---
## 12. Testing Summary
### Automated Testing (Continuous)
| Test | Frequency | Coverage |
|------|-----------|----------|
| Integration tests | Per deploy | Auth, data access, CRUD |
| Schema verification | Per startup | Table/column integrity |
| Build validation | Per deploy | Cryptographic compliance |
### Manual Testing Schedule
| Test | Frequency | Last Performed | Next Due |
|------|-----------|----------------|----------|
| Backup restore | Quarterly | Not yet | Q1 2026 |
| DR drill | Annually | Not yet | Q4 2026 |
| Access review | Quarterly | February 2026 | May 2026 |
| Penetration test | Annually | Not yet | Q2 2026 |
---
## 13. Conclusion
### Strengths
- **Encryption:** FIPS 140-3 compliant (BoringCrypto), AES-256-GCM at rest, per-project key derivation via HKDF-SHA256
- **Access control:** RBAC enforced at data layer, role hierarchy, MFA for IB users
- **Infrastructure:** Single binary, minimal attack surface, Swiss data jurisdiction
- **Privacy:** No tracking, no data sales, clear retention policies
- **Expertise:** Founder has 20+ years enterprise data protection experience
### Assessment Result
Dealspace demonstrates comprehensive security controls appropriate for handling confidential M&A transaction data. Technical controls meet or exceed SOC 2 requirements.
**Status:** Self-Assessment Complete
**Recommendation:** Proceed with formal SOC 2 Type II audit in Q4 2026
---
## Appendix A: Regulatory Crosswalks
### GDPR Article Mapping
| GDPR Article | Control | Status |
|--------------|---------|--------|
| Art. 5 (Principles) | P1-P8 | Implemented |
| Art. 15 (Access) | P5, Export | Implemented |
| Art. 17 (Erasure) | P4, Deletion | Implemented |
| Art. 32 (Security) | CC5, CC6 | Implemented |
| Art. 33 (Breach notification) | IR Plan | Implemented |
---
## Appendix B: System Description
### Overview
Dealspace enables investment banks, sellers, and buyers to manage M&A transactions:
- Deal workflow management (requests, responses, routing)
- Secure document sharing with dynamic watermarking
- Access-controlled data rooms
- Real-time collaboration
### Architecture
```
Client --> HTTPS (TLS 1.3) --> Caddy Proxy --> Go Binary --> RBAC --> Encrypted SQLite
|
Audit Log
```
### Components
| Component | Technology | Purpose |
|-----------|------------|---------|
| Application | Go binary | API and business logic |
| Database | SQLite | Encrypted storage |
| Proxy | Caddy | TLS termination, HTTPS |
| Hosting | Hostkey VPS | Zürich, Switzerland |
### Infrastructure
| Environment | Address | Location |
|-------------|---------|----------|
| Production | 82.24.174.112 | Zürich, Switzerland |
---
## Appendix C: Contact Information
| Purpose | Contact |
|---------|---------|
| Security incidents | security@muskepo.com |
| General support | support@muskepo.com |
| Privacy requests | privacy@muskepo.com |
---
**Prepared By:** Johan Jongsma, Founder & CTO
**Assessment Date:** February 28, 2026
**Next Review:** February 2027
---
*This is a self-assessment document. Formal SOC 2 Type II audit planned for Q4 2026.*

17
go.mod
View File

@ -1,11 +1,24 @@
module github.com/mish/dealspace module github.com/mish/dealspace
go 1.23 go 1.24.0
require ( require (
github.com/go-chi/chi/v5 v5.2.1 github.com/go-chi/chi/v5 v5.2.1
github.com/google/uuid v1.6.0 github.com/google/uuid v1.6.0
github.com/klauspost/compress v1.18.0 github.com/klauspost/compress v1.18.0
github.com/mattn/go-sqlite3 v1.14.24 github.com/mattn/go-sqlite3 v1.14.24
golang.org/x/crypto v0.33.0 github.com/pdfcpu/pdfcpu v0.11.1
golang.org/x/crypto v0.43.0
)
require (
github.com/clipperhouse/uax29/v2 v2.2.0 // indirect
github.com/hhrutter/lzw v1.0.0 // indirect
github.com/hhrutter/pkcs7 v0.2.0 // indirect
github.com/hhrutter/tiff v1.0.2 // indirect
github.com/mattn/go-runewidth v0.0.19 // indirect
github.com/pkg/errors v0.9.1 // indirect
golang.org/x/image v0.32.0 // indirect
golang.org/x/text v0.30.0 // indirect
gopkg.in/yaml.v2 v2.4.0 // indirect
) )

26
go.sum
View File

@ -1,10 +1,32 @@
github.com/clipperhouse/uax29/v2 v2.2.0 h1:ChwIKnQN3kcZteTXMgb1wztSgaU+ZemkgWdohwgs8tY=
github.com/clipperhouse/uax29/v2 v2.2.0/go.mod h1:EFJ2TJMRUaplDxHKj1qAEhCtQPW2tJSwu5BF98AuoVM=
github.com/go-chi/chi/v5 v5.2.1 h1:KOIHODQj58PmL80G2Eak4WdvUzjSJSm0vG72crDCqb8= github.com/go-chi/chi/v5 v5.2.1 h1:KOIHODQj58PmL80G2Eak4WdvUzjSJSm0vG72crDCqb8=
github.com/go-chi/chi/v5 v5.2.1/go.mod h1:L2yAIGWB3H+phAw1NxKwWM+7eUH/lU8pOMm5hHcoops= github.com/go-chi/chi/v5 v5.2.1/go.mod h1:L2yAIGWB3H+phAw1NxKwWM+7eUH/lU8pOMm5hHcoops=
github.com/google/uuid v1.6.0 h1:NIvaJDMOsjHA8n1jAhLSgzrAzy1Hgr+hNrb57e+94F0= github.com/google/uuid v1.6.0 h1:NIvaJDMOsjHA8n1jAhLSgzrAzy1Hgr+hNrb57e+94F0=
github.com/google/uuid v1.6.0/go.mod h1:TIyPZe4MgqvfeYDBFedMoGGpEw/LqOeaOT+nhxU+yHo= github.com/google/uuid v1.6.0/go.mod h1:TIyPZe4MgqvfeYDBFedMoGGpEw/LqOeaOT+nhxU+yHo=
github.com/hhrutter/lzw v1.0.0 h1:laL89Llp86W3rRs83LvKbwYRx6INE8gDn0XNb1oXtm0=
github.com/hhrutter/lzw v1.0.0/go.mod h1:2HC6DJSn/n6iAZfgM3Pg+cP1KxeWc3ezG8bBqW5+WEo=
github.com/hhrutter/pkcs7 v0.2.0 h1:i4HN2XMbGQpZRnKBLsUwO3dSckzgX142TNqY/KfXg+I=
github.com/hhrutter/pkcs7 v0.2.0/go.mod h1:aEzKz0+ZAlz7YaEMY47jDHL14hVWD6iXt0AgqgAvWgE=
github.com/hhrutter/tiff v1.0.2 h1:7H3FQQpKu/i5WaSChoD1nnJbGx4MxU5TlNqqpxw55z8=
github.com/hhrutter/tiff v1.0.2/go.mod h1:pcOeuK5loFUE7Y/WnzGw20YxUdnqjY1P0Jlcieb/cCw=
github.com/klauspost/compress v1.18.0 h1:c/Cqfb0r+Yi+JtIEq73FWXVkRonBlf0CRNYc8Zttxdo= github.com/klauspost/compress v1.18.0 h1:c/Cqfb0r+Yi+JtIEq73FWXVkRonBlf0CRNYc8Zttxdo=
github.com/klauspost/compress v1.18.0/go.mod h1:2Pp+KzxcywXVXMr50+X0Q/Lsb43OQHYWRCY2AiWywWQ= github.com/klauspost/compress v1.18.0/go.mod h1:2Pp+KzxcywXVXMr50+X0Q/Lsb43OQHYWRCY2AiWywWQ=
github.com/mattn/go-runewidth v0.0.19 h1:v++JhqYnZuu5jSKrk9RbgF5v4CGUjqRfBm05byFGLdw=
github.com/mattn/go-runewidth v0.0.19/go.mod h1:XBkDxAl56ILZc9knddidhrOlY5R/pDhgLpndooCuJAs=
github.com/mattn/go-sqlite3 v1.14.24 h1:tpSp2G2KyMnnQu99ngJ47EIkWVmliIizyZBfPrBWDRM= github.com/mattn/go-sqlite3 v1.14.24 h1:tpSp2G2KyMnnQu99ngJ47EIkWVmliIizyZBfPrBWDRM=
github.com/mattn/go-sqlite3 v1.14.24/go.mod h1:Uh1q+B4BYcTPb+yiD3kU8Ct7aC0hY9fxUwlHK0RXw+Y= github.com/mattn/go-sqlite3 v1.14.24/go.mod h1:Uh1q+B4BYcTPb+yiD3kU8Ct7aC0hY9fxUwlHK0RXw+Y=
golang.org/x/crypto v0.33.0 h1:IOBPskki6Lysi0lo9qQvbxiQ+FvsCC/YWOecCHAixus= github.com/pdfcpu/pdfcpu v0.11.1 h1:htHBSkGH5jMKWC6e0sihBFbcKZ8vG1M67c8/dJxhjas=
golang.org/x/crypto v0.33.0/go.mod h1:bVdXmD7IV/4GdElGPozy6U7lWdRXA4qyRVGJV57uQ5M= github.com/pdfcpu/pdfcpu v0.11.1/go.mod h1:pP3aGga7pRvwFWAm9WwFvo+V68DfANi9kxSQYioNYcw=
github.com/pkg/errors v0.9.1 h1:FEBLx1zS214owpjy7qsBeixbURkuhQAwrK5UwLGTwt4=
github.com/pkg/errors v0.9.1/go.mod h1:bwawxfHBFNV+L2hUp1rHADufV3IMtnDRdf1r5NINEl0=
golang.org/x/crypto v0.43.0 h1:dduJYIi3A3KOfdGOHX8AVZ/jGiyPa3IbBozJ5kNuE04=
golang.org/x/crypto v0.43.0/go.mod h1:BFbav4mRNlXJL4wNeejLpWxB7wMbc79PdRGhWKncxR0=
golang.org/x/image v0.32.0 h1:6lZQWq75h7L5IWNk0r+SCpUJ6tUVd3v4ZHnbRKLkUDQ=
golang.org/x/image v0.32.0/go.mod h1:/R37rrQmKXtO6tYXAjtDLwQgFLHmhW+V6ayXlxzP2Pc=
golang.org/x/text v0.30.0 h1:yznKA/E9zq54KzlzBEAWn1NXSQ8DIp/NYMy88xJjl4k=
golang.org/x/text v0.30.0/go.mod h1:yDdHFIX9t+tORqspjENWgzaCVXgk0yYnYuSZ8UzzBVM=
gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405 h1:yhCVgyC4o1eVCa2tZl7eS0r+SDo693bJlVdllGtEeKM=
gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405/go.mod h1:Co6ibVJAznAaIkqp8huTwlJQCZ016jof/cbN4VW5Yz0=
gopkg.in/yaml.v2 v2.4.0 h1:D8xgwECY7CYvx+Y2n4sBz93Jn9JRvxdiyyo8CTfuKaY=
gopkg.in/yaml.v2 v2.4.0/go.mod h1:RDklbk79AGWmwhnvt/jBztapEOGDOx6ZbXqjP6csGnQ=

251
lib/crypto_test.go Normal file
View File

@ -0,0 +1,251 @@
package lib
import (
"bytes"
"strings"
"testing"
)
func TestPackUnpack(t *testing.T) {
key := make([]byte, 32)
for i := range key {
key[i] = byte(i)
}
tests := []struct {
name string
input string
}{
{"simple", "hello world"},
{"empty", ""},
{"unicode", "こんにちは世界 🌍 مرحبا"},
{"json", `{"key": "value", "nested": {"data": 123}}`},
{"large", strings.Repeat("a", 1024*1024)}, // 1MB
}
for _, tc := range tests {
t.Run(tc.name, func(t *testing.T) {
packed, err := Pack(key, tc.input)
if err != nil {
t.Fatalf("Pack failed: %v", err)
}
unpacked, err := Unpack(key, packed)
if err != nil {
t.Fatalf("Unpack failed: %v", err)
}
if unpacked != tc.input {
if len(tc.input) > 100 {
t.Errorf("round-trip failed: lengths differ (got %d, want %d)", len(unpacked), len(tc.input))
} else {
t.Errorf("round-trip failed: got %q, want %q", unpacked, tc.input)
}
}
})
}
}
func TestPackUnpackEmptyInput(t *testing.T) {
key := make([]byte, 32)
for i := range key {
key[i] = byte(i)
}
// Unpack nil/empty ciphertext should return empty
result, err := Unpack(key, nil)
if err != nil {
t.Fatalf("Unpack nil failed: %v", err)
}
if result != "" {
t.Errorf("expected empty for nil input, got %q", result)
}
result, err = Unpack(key, []byte{})
if err != nil {
t.Fatalf("Unpack empty bytes failed: %v", err)
}
if result != "" {
t.Errorf("expected empty for empty bytes, got %q", result)
}
}
func TestBlindIndex(t *testing.T) {
key1 := make([]byte, 32)
key2 := make([]byte, 32)
for i := range key1 {
key1[i] = byte(i)
key2[i] = byte(i + 1) // Different key
}
plaintext := "searchable-term"
// Same input + same key = same index
index1 := BlindIndex(key1, plaintext)
index2 := BlindIndex(key1, plaintext)
if !bytes.Equal(index1, index2) {
t.Error("same input + key should produce same index")
}
// Same input + different key = different index
index3 := BlindIndex(key2, plaintext)
if bytes.Equal(index1, index3) {
t.Error("different keys should produce different indexes")
}
// Different input + same key = different index
index4 := BlindIndex(key1, "different-term")
if bytes.Equal(index1, index4) {
t.Error("different inputs should produce different indexes")
}
// Index should be 32 bytes (SHA-256)
if len(index1) != 32 {
t.Errorf("index length should be 32, got %d", len(index1))
}
}
func TestDeriveProjectKey(t *testing.T) {
masterKey := make([]byte, 32)
for i := range masterKey {
masterKey[i] = byte(i)
}
// Deterministic: same master + projectID = same key
key1, err := DeriveProjectKey(masterKey, "project-123")
if err != nil {
t.Fatalf("DeriveProjectKey failed: %v", err)
}
key2, err := DeriveProjectKey(masterKey, "project-123")
if err != nil {
t.Fatalf("DeriveProjectKey failed: %v", err)
}
if !bytes.Equal(key1, key2) {
t.Error("same master + projectID should produce same key")
}
// Different projectID = different key
key3, err := DeriveProjectKey(masterKey, "project-456")
if err != nil {
t.Fatalf("DeriveProjectKey failed: %v", err)
}
if bytes.Equal(key1, key3) {
t.Error("different projectID should produce different key")
}
// Key should be 32 bytes (AES-256)
if len(key1) != 32 {
t.Errorf("key length should be 32, got %d", len(key1))
}
}
func TestDeriveHMACKey(t *testing.T) {
masterKey := make([]byte, 32)
for i := range masterKey {
masterKey[i] = byte(i)
}
// HMAC key should be different from project key for same projectID
projectKey, _ := DeriveProjectKey(masterKey, "project-123")
hmacKey, err := DeriveHMACKey(masterKey, "project-123")
if err != nil {
t.Fatalf("DeriveHMACKey failed: %v", err)
}
if bytes.Equal(projectKey, hmacKey) {
t.Error("HMAC key should differ from project key")
}
// HMAC key should be 32 bytes
if len(hmacKey) != 32 {
t.Errorf("HMAC key length should be 32, got %d", len(hmacKey))
}
}
func TestAESGCM(t *testing.T) {
key := make([]byte, 32)
for i := range key {
key[i] = byte(i)
}
tests := []struct {
name string
data []byte
}{
{"simple", []byte("hello world")},
{"binary", []byte{0x00, 0x01, 0x02, 0xff, 0xfe}},
{"large", bytes.Repeat([]byte("x"), 1024*1024)}, // 1MB
}
for _, tc := range tests {
t.Run(tc.name, func(t *testing.T) {
encrypted, err := ObjectEncrypt(key, tc.data)
if err != nil {
t.Fatalf("ObjectEncrypt failed: %v", err)
}
decrypted, err := ObjectDecrypt(key, encrypted)
if err != nil {
t.Fatalf("ObjectDecrypt failed: %v", err)
}
if !bytes.Equal(decrypted, tc.data) {
t.Errorf("round-trip failed")
}
})
}
}
func TestObjectEncryptDecryptWrongKey(t *testing.T) {
key1 := make([]byte, 32)
key2 := make([]byte, 32)
for i := range key1 {
key1[i] = byte(i)
key2[i] = byte(i + 1)
}
data := []byte("secret data")
encrypted, err := ObjectEncrypt(key1, data)
if err != nil {
t.Fatalf("ObjectEncrypt failed: %v", err)
}
_, err = ObjectDecrypt(key2, encrypted)
if err == nil {
t.Error("decrypt with wrong key should fail")
}
}
func TestObjectDecryptInvalidCiphertext(t *testing.T) {
key := make([]byte, 32)
// Too short ciphertext
_, err := ObjectDecrypt(key, []byte{1, 2, 3})
if err == nil {
t.Error("decrypt too-short ciphertext should fail")
}
// Nil ciphertext
_, err = ObjectDecrypt(key, nil)
if err != ErrInvalidCiphertext {
t.Error("decrypt nil should return ErrInvalidCiphertext")
}
}
func TestContentHash(t *testing.T) {
data := []byte("test data")
hash1 := ContentHash(data)
hash2 := ContentHash(data)
if !bytes.Equal(hash1, hash2) {
t.Error("same data should produce same hash")
}
hash3 := ContentHash([]byte("different data"))
if bytes.Equal(hash1, hash3) {
t.Error("different data should produce different hash")
}
if len(hash1) != 32 {
t.Errorf("hash length should be 32, got %d", len(hash1))
}
}

143
lib/dbcore.go
View File

@ -422,6 +422,149 @@ func UserByID(db *DB, userID string) (*User, error) {
return &u, nil return &u, nil
} }
// UserCount returns the number of users in the database.
func UserCount(db *DB) (int, error) {
var count int
err := db.Conn.QueryRow(`SELECT COUNT(*) FROM users`).Scan(&count)
return count, err
}
// ProjectsByUser returns all projects a user has access to.
func ProjectsByUser(db *DB, cfg *Config, userID string) ([]Entry, error) {
rows, err := db.Conn.Query(
`SELECT DISTINCT e.entry_id, e.project_id, e.parent_id, e.type, e.depth,
e.search_key, e.search_key2, e.summary, e.data, e.stage,
e.assignee_id, e.return_to_id, e.origin_id,
e.version, e.deleted_at, e.deleted_by, e.key_version,
e.created_at, e.updated_at, e.created_by
FROM entries e
JOIN access a ON a.project_id = e.project_id
WHERE a.user_id = ? AND a.revoked_at IS NULL AND e.type = 'project' AND e.deleted_at IS NULL
ORDER BY e.updated_at DESC`, userID,
)
if err != nil {
return nil, err
}
defer rows.Close()
var entries []Entry
for rows.Next() {
e, err := scanEntryRow(rows)
if err != nil {
return nil, err
}
if err := unpackEntry(cfg, e); err != nil {
return nil, err
}
entries = append(entries, *e)
}
return entries, rows.Err()
}
// TasksByUser returns all entries assigned to a user across all projects.
func TasksByUser(db *DB, cfg *Config, userID string) ([]Entry, error) {
rows, err := db.Conn.Query(
`SELECT entry_id, project_id, parent_id, type, depth,
search_key, search_key2, summary, data, stage,
assignee_id, return_to_id, origin_id,
version, deleted_at, deleted_by, key_version,
created_at, updated_at, created_by
FROM entries
WHERE assignee_id = ? AND deleted_at IS NULL
ORDER BY created_at DESC`, userID,
)
if err != nil {
return nil, err
}
defer rows.Close()
var entries []Entry
for rows.Next() {
e, err := scanEntryRow(rows)
if err != nil {
return nil, err
}
if err := unpackEntry(cfg, e); err != nil {
return nil, err
}
entries = append(entries, *e)
}
return entries, rows.Err()
}
// EntriesByParent returns entries with a given parent ID.
func EntriesByParent(db *DB, cfg *Config, parentID string) ([]Entry, error) {
rows, err := db.Conn.Query(
`SELECT entry_id, project_id, parent_id, type, depth,
search_key, search_key2, summary, data, stage,
assignee_id, return_to_id, origin_id,
version, deleted_at, deleted_by, key_version,
created_at, updated_at, created_by
FROM entries
WHERE parent_id = ? AND deleted_at IS NULL
ORDER BY created_at ASC`, parentID,
)
if err != nil {
return nil, err
}
defer rows.Close()
var entries []Entry
for rows.Next() {
e, err := scanEntryRow(rows)
if err != nil {
return nil, err
}
if err := unpackEntry(cfg, e); err != nil {
return nil, err
}
entries = append(entries, *e)
}
return entries, rows.Err()
}
// EntryByID returns a single entry by ID (with RBAC bypass for internal use).
func EntryByID(db *DB, cfg *Config, entryID string) (*Entry, error) {
e, err := entryReadSystem(db, entryID)
if err != nil {
return nil, err
}
if e == nil {
return nil, nil
}
if err := unpackEntry(cfg, e); err != nil {
return nil, err
}
return e, nil
}
// RequestCountByProject returns the number of requests in a project.
func RequestCountByProject(db *DB, projectID string) (int, int, error) {
var total, open int
err := db.Conn.QueryRow(
`SELECT COUNT(*) FROM entries WHERE project_id = ? AND type = 'request' AND deleted_at IS NULL`,
projectID,
).Scan(&total)
if err != nil {
return 0, 0, err
}
err = db.Conn.QueryRow(
`SELECT COUNT(*) FROM entries WHERE project_id = ? AND type = 'request' AND deleted_at IS NULL AND stage = 'pre_dataroom'`,
projectID,
).Scan(&open)
return total, open, err
}
// WorkstreamCountByProject returns the number of workstreams in a project.
func WorkstreamCountByProject(db *DB, projectID string) (int, error) {
var count int
err := db.Conn.QueryRow(
`SELECT COUNT(*) FROM entries WHERE project_id = ? AND type = 'workstream' AND deleted_at IS NULL`,
projectID,
).Scan(&count)
return count, err
}
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Access operations // Access operations
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------

627
lib/dbcore_test.go Normal file
View File

@ -0,0 +1,627 @@
package lib
import (
"bytes"
"os"
"testing"
"time"
"github.com/google/uuid"
)
// testDB creates an in-memory SQLite database with migrations applied.
func testDB(t *testing.T) (*DB, *Config) {
t.Helper()
// Create temp file for SQLite (in-memory doesn't work well with WAL)
tmpFile, err := os.CreateTemp("", "dealspace-test-*.db")
if err != nil {
t.Fatalf("create temp file: %v", err)
}
tmpFile.Close()
t.Cleanup(func() { os.Remove(tmpFile.Name()) })
db, err := OpenDB(tmpFile.Name(), "../migrations/001_initial.sql")
if err != nil {
t.Fatalf("OpenDB: %v", err)
}
t.Cleanup(func() { db.Close() })
masterKey := make([]byte, 32)
for i := range masterKey {
masterKey[i] = byte(i)
}
cfg := &Config{
MasterKey: masterKey,
JWTSecret: []byte("test-jwt-secret"),
}
return db, cfg
}
// testUser creates a test user with the given role and returns the user ID.
func testUser(t *testing.T, db *DB, cfg *Config, projectID, role string) string {
t.Helper()
userID := uuid.New().String()
now := time.Now().UnixMilli()
user := &User{
UserID: userID,
Email: userID + "@test.com",
Name: "Test User",
Password: "$2a$10$test", // bcrypt placeholder
OrgID: "test-org",
OrgName: "Test Org",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := UserCreate(db, user); err != nil {
t.Fatalf("UserCreate: %v", err)
}
// Grant access with appropriate ops based on role
ops := "r"
switch role {
case RoleIBAdmin, RoleIBMember:
ops = "rwdm"
case RoleSellerAdmin, RoleSellerMember:
ops = "rwd"
case RoleBuyerAdmin, RoleBuyerMember:
ops = "r"
}
access := &Access{
ID: uuid.New().String(),
ProjectID: projectID,
UserID: userID,
Role: role,
Ops: ops,
CanGrant: role == RoleIBAdmin || role == RoleSellerAdmin,
GrantedBy: "system",
GrantedAt: now,
}
if err := AccessGrant(db, access); err != nil {
t.Fatalf("AccessGrant: %v", err)
}
return userID
}
// testProject creates a test project entry and returns the project ID.
func testProject(t *testing.T, db *DB, cfg *Config, ownerID string) string {
t.Helper()
projectID := uuid.New().String()
now := time.Now().UnixMilli()
// First grant the owner access to create entries
access := &Access{
ID: uuid.New().String(),
ProjectID: projectID,
UserID: ownerID,
Role: RoleIBAdmin,
Ops: "rwdm",
CanGrant: true,
GrantedBy: "system",
GrantedAt: now,
}
if err := AccessGrant(db, access); err != nil {
t.Fatalf("AccessGrant for owner: %v", err)
}
// Create project entry
entry := &Entry{
ProjectID: projectID,
Type: TypeProject,
Depth: 0,
Stage: StagePreDataroom,
SummaryText: "Test Project",
DataText: `{"name": "Test Project"}`,
}
if err := EntryWrite(db, cfg, ownerID, entry); err != nil {
t.Fatalf("EntryWrite project: %v", err)
}
return projectID
}
func TestEntryWriteRead(t *testing.T) {
db, cfg := testDB(t)
// Create owner user first
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
OrgID: "test-org",
OrgName: "Test Org",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := UserCreate(db, owner); err != nil {
t.Fatalf("UserCreate: %v", err)
}
projectID := testProject(t, db, cfg, ownerID)
// Write an entry
entry := &Entry{
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StagePreDataroom,
SummaryText: "Test Summary",
DataText: `{"question": "What is the answer?"}`,
}
if err := EntryWrite(db, cfg, ownerID, entry); err != nil {
t.Fatalf("EntryWrite: %v", err)
}
if entry.EntryID == "" {
t.Error("EntryID should be set after write")
}
if entry.Version != 1 {
t.Errorf("Version should be 1, got %d", entry.Version)
}
// Read it back
filter := EntryFilter{
ProjectID: projectID,
Type: TypeRequest,
}
entries, err := EntryRead(db, cfg, ownerID, projectID, filter)
if err != nil {
t.Fatalf("EntryRead: %v", err)
}
if len(entries) != 1 {
t.Fatalf("expected 1 entry, got %d", len(entries))
}
got := entries[0]
if got.EntryID != entry.EntryID {
t.Errorf("EntryID mismatch: got %s, want %s", got.EntryID, entry.EntryID)
}
if got.SummaryText != "Test Summary" {
t.Errorf("SummaryText mismatch: got %q, want %q", got.SummaryText, "Test Summary")
}
if got.DataText != `{"question": "What is the answer?"}` {
t.Errorf("DataText mismatch: got %q", got.DataText)
}
}
func TestEntryReadAccessDenied(t *testing.T) {
db, cfg := testDB(t)
// Create owner and project
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := UserCreate(db, owner); err != nil {
t.Fatalf("UserCreate: %v", err)
}
projectID := testProject(t, db, cfg, ownerID)
// Create another user with NO access to this project
noAccessUser := &User{
UserID: uuid.New().String(),
Email: "noaccess@test.com",
Name: "No Access",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := UserCreate(db, noAccessUser); err != nil {
t.Fatalf("UserCreate: %v", err)
}
// Try to read with no-access user
filter := EntryFilter{ProjectID: projectID}
_, err := EntryRead(db, cfg, noAccessUser.UserID, projectID, filter)
if err != ErrAccessDenied {
t.Errorf("expected ErrAccessDenied, got %v", err)
}
}
func TestSoftDelete(t *testing.T) {
db, cfg := testDB(t)
// Setup
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, owner)
projectID := testProject(t, db, cfg, ownerID)
// Create entry
entry := &Entry{
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StagePreDataroom,
SummaryText: "To be deleted",
}
EntryWrite(db, cfg, ownerID, entry)
entryID := entry.EntryID
// Delete it
if err := EntryDelete(db, ownerID, projectID, entryID); err != nil {
t.Fatalf("EntryDelete: %v", err)
}
// Verify not returned in normal reads
filter := EntryFilter{ProjectID: projectID, Type: TypeRequest}
entries, err := EntryRead(db, cfg, ownerID, projectID, filter)
if err != nil {
t.Fatalf("EntryRead: %v", err)
}
for _, e := range entries {
if e.EntryID == entryID {
t.Error("deleted entry should not be returned in normal reads")
}
}
// Verify deleted_at is set via direct query
var deletedAt *int64
err = db.Conn.QueryRow("SELECT deleted_at FROM entries WHERE entry_id = ?", entryID).Scan(&deletedAt)
if err != nil {
t.Fatalf("query deleted_at: %v", err)
}
if deletedAt == nil {
t.Error("deleted_at should be set")
}
}
func TestOptimisticLocking(t *testing.T) {
db, cfg := testDB(t)
// Setup
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, owner)
projectID := testProject(t, db, cfg, ownerID)
// Create entry v1
entry := &Entry{
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StagePreDataroom,
SummaryText: "Version 1",
}
EntryWrite(db, cfg, ownerID, entry)
if entry.Version != 1 {
t.Fatalf("initial version should be 1, got %d", entry.Version)
}
// Update successfully to v2
entry.SummaryText = "Version 2"
if err := EntryWrite(db, cfg, ownerID, entry); err != nil {
t.Fatalf("EntryWrite v2: %v", err)
}
if entry.Version != 2 {
t.Fatalf("version should be 2, got %d", entry.Version)
}
// Try to update with stale version (v1)
staleEntry := &Entry{
EntryID: entry.EntryID,
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StagePreDataroom,
SummaryText: "Stale update",
Version: 1, // Stale!
}
err := EntryWrite(db, cfg, ownerID, staleEntry)
if err != ErrVersionConflict {
t.Errorf("expected ErrVersionConflict, got %v", err)
}
}
func TestBlindIndexSearch(t *testing.T) {
db, cfg := testDB(t)
// Setup
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, owner)
projectID := testProject(t, db, cfg, ownerID)
// Create entry with search key
hmacKey, _ := DeriveHMACKey(cfg.MasterKey, projectID)
searchTerm := "unique-search-term-123"
blindIdx := BlindIndex(hmacKey, searchTerm)
entry := &Entry{
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StagePreDataroom,
SummaryText: "Searchable Entry",
SearchKey: blindIdx,
}
EntryWrite(db, cfg, ownerID, entry)
// Search by blind index
filter := EntryFilter{
ProjectID: projectID,
SearchKey: blindIdx,
}
entries, err := EntryRead(db, cfg, ownerID, projectID, filter)
if err != nil {
t.Fatalf("EntryRead with SearchKey: %v", err)
}
if len(entries) != 1 {
t.Fatalf("expected 1 entry, got %d", len(entries))
}
if entries[0].EntryID != entry.EntryID {
t.Error("wrong entry returned")
}
// Search with different blind index should return nothing
wrongIdx := BlindIndex(hmacKey, "wrong-term")
filter.SearchKey = wrongIdx
entries, err = EntryRead(db, cfg, ownerID, projectID, filter)
if err != nil {
t.Fatalf("EntryRead with wrong SearchKey: %v", err)
}
if len(entries) != 0 {
t.Errorf("expected 0 entries with wrong search key, got %d", len(entries))
}
}
func TestUserByEmail(t *testing.T) {
db, _ := testDB(t)
now := time.Now().UnixMilli()
user := &User{
UserID: uuid.New().String(),
Email: "test@example.com",
Name: "Test User",
Password: "$2a$10$test",
OrgID: "test-org",
OrgName: "Test Org",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
if err := UserCreate(db, user); err != nil {
t.Fatalf("UserCreate: %v", err)
}
// Find by email
found, err := UserByEmail(db, "test@example.com")
if err != nil {
t.Fatalf("UserByEmail: %v", err)
}
if found == nil {
t.Fatal("user not found")
}
if found.UserID != user.UserID {
t.Error("wrong user returned")
}
// Not found
notFound, err := UserByEmail(db, "nonexistent@example.com")
if err != nil {
t.Fatalf("UserByEmail nonexistent: %v", err)
}
if notFound != nil {
t.Error("should return nil for nonexistent email")
}
}
func TestSessionCreateAndRevoke(t *testing.T) {
db, _ := testDB(t)
now := time.Now().UnixMilli()
user := &User{
UserID: uuid.New().String(),
Email: "session@test.com",
Name: "Session User",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, user)
session := &Session{
ID: uuid.New().String(),
UserID: user.UserID,
Fingerprint: "test-fingerprint",
CreatedAt: now,
ExpiresAt: now + 86400000, // +1 day
Revoked: false,
}
if err := SessionCreate(db, session); err != nil {
t.Fatalf("SessionCreate: %v", err)
}
// Retrieve session
found, err := SessionByID(db, session.ID)
if err != nil {
t.Fatalf("SessionByID: %v", err)
}
if found == nil {
t.Fatal("session not found")
}
if found.Revoked {
t.Error("session should not be revoked")
}
// Revoke
if err := SessionRevoke(db, session.ID); err != nil {
t.Fatalf("SessionRevoke: %v", err)
}
// Check revoked
found, _ = SessionByID(db, session.ID)
if !found.Revoked {
t.Error("session should be revoked")
}
}
func TestBuyerCannotSeePreDataroom(t *testing.T) {
db, cfg := testDB(t)
// Setup owner
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, owner)
projectID := testProject(t, db, cfg, ownerID)
// Create pre_dataroom entry
preEntry := &Entry{
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StagePreDataroom,
SummaryText: "Pre-dataroom entry",
}
EntryWrite(db, cfg, ownerID, preEntry)
// Create dataroom entry
drEntry := &Entry{
ProjectID: projectID,
Type: TypeRequest,
Depth: 1,
Stage: StageDataroom,
SummaryText: "Dataroom entry",
}
EntryWrite(db, cfg, ownerID, drEntry)
// Create buyer user
buyerID := testUser(t, db, cfg, projectID, RoleBuyerMember)
// Buyer reads entries
filter := EntryFilter{ProjectID: projectID, Type: TypeRequest}
entries, err := EntryRead(db, cfg, buyerID, projectID, filter)
if err != nil {
t.Fatalf("EntryRead as buyer: %v", err)
}
// Should only see dataroom entry
if len(entries) != 1 {
t.Errorf("buyer should see 1 entry (dataroom only), got %d", len(entries))
}
for _, e := range entries {
if e.Stage == StagePreDataroom {
t.Error("buyer should not see pre_dataroom entries")
}
}
// Owner should see both
entries, _ = EntryRead(db, cfg, ownerID, projectID, filter)
if len(entries) != 2 {
t.Errorf("owner should see 2 entries, got %d", len(entries))
}
}
func TestLocalStore(t *testing.T) {
tmpDir, err := os.MkdirTemp("", "dealspace-store-test")
if err != nil {
t.Fatal(err)
}
defer os.RemoveAll(tmpDir)
store, err := NewLocalStore(tmpDir)
if err != nil {
t.Fatalf("NewLocalStore: %v", err)
}
// Write
data := []byte("test object data")
id := "abcdef1234567890"
if err := store.Write(id, data); err != nil {
t.Fatalf("Write: %v", err)
}
// Exists
if !store.Exists(id) {
t.Error("object should exist")
}
// Read
read, err := store.Read(id)
if err != nil {
t.Fatalf("Read: %v", err)
}
if !bytes.Equal(read, data) {
t.Error("data mismatch")
}
// Delete
if err := store.Delete(id); err != nil {
t.Fatalf("Delete: %v", err)
}
if store.Exists(id) {
t.Error("object should not exist after delete")
}
// Read nonexistent
_, err = store.Read("nonexistent")
if err != ErrObjectNotFound {
t.Errorf("expected ErrObjectNotFound, got %v", err)
}
}

282
lib/mailer.go Normal file
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package lib
import (
"bytes"
"fmt"
"html/template"
"net/smtp"
"os"
"path/filepath"
"strconv"
"strings"
)
// Mailer handles sending emails via SMTP.
type Mailer struct {
Host string
Port int
User string
Pass string
From string
templates *template.Template
enabled bool
}
// NewMailer creates a new Mailer from environment variables.
// If SMTP_HOST is empty, returns a no-op mailer.
func NewMailer(cfg *Config) *Mailer {
host := os.Getenv("SMTP_HOST")
if host == "" {
return &Mailer{enabled: false}
}
portStr := os.Getenv("SMTP_PORT")
port := 587 // default
if portStr != "" {
if p, err := strconv.Atoi(portStr); err == nil {
port = p
}
}
from := os.Getenv("SMTP_FROM")
if from == "" {
from = "noreply@muskepo.com"
}
m := &Mailer{
Host: host,
Port: port,
User: os.Getenv("SMTP_USER"),
Pass: os.Getenv("SMTP_PASS"),
From: from,
enabled: true,
}
return m
}
// LoadTemplates loads email templates from the given directory.
// Templates should be in portal/emails/ directory.
func (m *Mailer) LoadTemplates(templateDir string) error {
if !m.enabled {
return nil
}
// Parse base template first, then all others
pattern := filepath.Join(templateDir, "*.html")
tmpl, err := template.New("").Funcs(emailFuncs()).ParseGlob(pattern)
if err != nil {
return fmt.Errorf("parse email templates: %w", err)
}
m.templates = tmpl
return nil
}
// emailFuncs returns template functions for email templates.
func emailFuncs() template.FuncMap {
return template.FuncMap{
"gt": func(a, b int) bool { return a > b },
"sub": func(a, b int) int { return a - b },
"truncate": func(s string, n int) string {
if len(s) <= n {
return s
}
return s[:n] + "..."
},
}
}
// Enabled returns true if the mailer is configured and can send emails.
func (m *Mailer) Enabled() bool {
return m.enabled
}
// Send sends an email with the given HTML body.
func (m *Mailer) Send(to, subject, htmlBody string) error {
if !m.enabled {
return nil // no-op
}
// Build email message
msg := m.buildMessage(to, subject, htmlBody)
// Connect and send
addr := fmt.Sprintf("%s:%d", m.Host, m.Port)
var auth smtp.Auth
if m.User != "" && m.Pass != "" {
auth = smtp.PlainAuth("", m.User, m.Pass, m.Host)
}
err := smtp.SendMail(addr, auth, m.From, []string{to}, msg)
if err != nil {
return fmt.Errorf("send mail to %s: %w", to, err)
}
return nil
}
// SendTemplate renders a template and sends it as an email.
func (m *Mailer) SendTemplate(to, subject, tmplName string, data any) error {
if !m.enabled {
return nil // no-op
}
if m.templates == nil {
return fmt.Errorf("templates not loaded")
}
// Render template
var buf bytes.Buffer
if err := m.templates.ExecuteTemplate(&buf, tmplName, data); err != nil {
return fmt.Errorf("render template %s: %w", tmplName, err)
}
return m.Send(to, subject, buf.String())
}
// RenderTemplate renders a template to a string without sending.
// Useful for testing and previewing emails.
func (m *Mailer) RenderTemplate(tmplName string, data any) (string, error) {
if m.templates == nil {
return "", fmt.Errorf("templates not loaded")
}
var buf bytes.Buffer
if err := m.templates.ExecuteTemplate(&buf, tmplName, data); err != nil {
return "", fmt.Errorf("render template %s: %w", tmplName, err)
}
return buf.String(), nil
}
// buildMessage constructs an RFC 2822 email message.
func (m *Mailer) buildMessage(to, subject, htmlBody string) []byte {
var buf bytes.Buffer
// Headers
buf.WriteString("MIME-Version: 1.0\r\n")
buf.WriteString("Content-Type: text/html; charset=\"UTF-8\"\r\n")
buf.WriteString(fmt.Sprintf("From: Dealspace <%s>\r\n", m.From))
buf.WriteString(fmt.Sprintf("To: %s\r\n", to))
buf.WriteString(fmt.Sprintf("Subject: %s\r\n", m.encodeSubject(subject)))
buf.WriteString("\r\n")
// Body
buf.WriteString(htmlBody)
return buf.Bytes()
}
// encodeSubject encodes the subject line for non-ASCII characters.
func (m *Mailer) encodeSubject(subject string) string {
// Check if subject contains non-ASCII
for _, r := range subject {
if r > 127 {
// Use RFC 2047 encoding
return "=?UTF-8?B?" + base64Encode(subject) + "?="
}
}
return subject
}
// base64Encode encodes a string to base64.
func base64Encode(s string) string {
const base64Chars = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/"
data := []byte(s)
var result strings.Builder
for i := 0; i < len(data); i += 3 {
var n uint32
remain := len(data) - i
if remain >= 3 {
n = uint32(data[i])<<16 | uint32(data[i+1])<<8 | uint32(data[i+2])
result.WriteByte(base64Chars[n>>18&63])
result.WriteByte(base64Chars[n>>12&63])
result.WriteByte(base64Chars[n>>6&63])
result.WriteByte(base64Chars[n&63])
} else if remain == 2 {
n = uint32(data[i])<<16 | uint32(data[i+1])<<8
result.WriteByte(base64Chars[n>>18&63])
result.WriteByte(base64Chars[n>>12&63])
result.WriteByte(base64Chars[n>>6&63])
result.WriteByte('=')
} else {
n = uint32(data[i]) << 16
result.WriteByte(base64Chars[n>>18&63])
result.WriteByte(base64Chars[n>>12&63])
result.WriteString("==")
}
}
return result.String()
}
// ---- Email Data Structures ----
// InviteData is the data for invite.html template.
type InviteData struct {
InviterName string
InviterOrg string
ProjectName string
InviteURL string
RecipientName string
Role string
ExpiresIn string
}
// TasksAssignedData is the data for tasks_assigned.html template.
type TasksAssignedData struct {
RecipientName string
ProjectName string
Count int
Tasks []TaskItem
TasksURL string
}
// TaskItem represents a single task in the tasks list.
type TaskItem struct {
Title string
DueDate string
Priority string
}
// AnswerSubmittedData is the data for answer_submitted.html template.
type AnswerSubmittedData struct {
RecipientName string
AnswererName string
RequestTitle string
WorkstreamName string
AnswerPreview string
ReviewURL string
}
// AnswerApprovedData is the data for answer_approved.html template.
type AnswerApprovedData struct {
RecipientName string
RequestTitle string
Published bool
DataRoomURL string
}
// AnswerRejectedData is the data for answer_rejected.html template.
type AnswerRejectedData struct {
RecipientName string
RequestTitle string
Reason string
RequestURL string
}
// RequestForwardedData is the data for request_forwarded.html template.
type RequestForwardedData struct {
RecipientName string
SenderName string
RequestTitle string
RequestURL string
DueDate string
HasDueDate bool
}
// WelcomeData is the data for welcome.html template.
type WelcomeData struct {
RecipientName string
TasksURL string
}

387
lib/rbac_test.go Normal file
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package lib
import (
"testing"
"time"
"github.com/google/uuid"
)
func TestCheckAccess(t *testing.T) {
db, cfg := testDB(t)
// Create owner
ownerID := uuid.New().String()
now := time.Now().UnixMilli()
owner := &User{
UserID: ownerID,
Email: "owner@test.com",
Name: "Owner",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, owner)
projectID := testProject(t, db, cfg, ownerID)
// IB admin can read
err := CheckAccessRead(db, ownerID, projectID, "")
if err != nil {
t.Errorf("IB admin should have read access: %v", err)
}
// IB admin can write
err = CheckAccessWrite(db, ownerID, projectID, "")
if err != nil {
t.Errorf("IB admin should have write access: %v", err)
}
// IB admin can delete
err = CheckAccessDelete(db, ownerID, projectID, "")
if err != nil {
t.Errorf("IB admin should have delete access: %v", err)
}
// Create seller user
sellerID := testUser(t, db, cfg, projectID, RoleSellerMember)
// Seller can read
err = CheckAccessRead(db, sellerID, projectID, "")
if err != nil {
t.Errorf("seller should have read access: %v", err)
}
// Seller can write
err = CheckAccessWrite(db, sellerID, projectID, "")
if err != nil {
t.Errorf("seller should have write access: %v", err)
}
// Create buyer user (read-only)
buyerID := testUser(t, db, cfg, projectID, RoleBuyerMember)
// Buyer can read
err = CheckAccessRead(db, buyerID, projectID, "")
if err != nil {
t.Errorf("buyer should have read access: %v", err)
}
// Buyer cannot write
err = CheckAccessWrite(db, buyerID, projectID, "")
if err != ErrAccessDenied {
t.Errorf("buyer should NOT have write access, got: %v", err)
}
}
func TestRoleHierarchy(t *testing.T) {
// Verify hierarchy levels: buyer < seller_member < seller_admin < ib_analyst < ib_member < ib_admin
expected := []struct {
role string
level int
}{
{RoleObserver, 10},
{RoleBuyerMember, 30},
{RoleBuyerAdmin, 40},
{RoleSellerMember, 50},
{RoleSellerAdmin, 70},
{RoleIBMember, 80},
{RoleIBAdmin, 100},
}
for _, tc := range expected {
level, ok := RoleHierarchy[tc.role]
if !ok {
t.Errorf("role %s not in hierarchy", tc.role)
continue
}
if level != tc.level {
t.Errorf("role %s: expected level %d, got %d", tc.role, tc.level, level)
}
}
// Verify ordering
if RoleHierarchy[RoleBuyerMember] >= RoleHierarchy[RoleSellerMember] {
t.Error("buyer should be lower than seller_member")
}
if RoleHierarchy[RoleSellerMember] >= RoleHierarchy[RoleSellerAdmin] {
t.Error("seller_member should be lower than seller_admin")
}
if RoleHierarchy[RoleSellerAdmin] >= RoleHierarchy[RoleIBMember] {
t.Error("seller_admin should be lower than ib_member")
}
if RoleHierarchy[RoleIBMember] >= RoleHierarchy[RoleIBAdmin] {
t.Error("ib_member should be lower than ib_admin")
}
}
func TestCanGrantRole(t *testing.T) {
tests := []struct {
granter string
target string
canDo bool
}{
// IB admin can grant anything
{RoleIBAdmin, RoleIBAdmin, true},
{RoleIBAdmin, RoleIBMember, true},
{RoleIBAdmin, RoleSellerAdmin, true},
{RoleIBAdmin, RoleBuyerMember, true},
// IB member can grant lower roles
{RoleIBMember, RoleIBAdmin, false},
{RoleIBMember, RoleIBMember, true},
{RoleIBMember, RoleSellerAdmin, true},
// Seller admin can grant seller and buyer roles
{RoleSellerAdmin, RoleIBMember, false},
{RoleSellerAdmin, RoleSellerAdmin, true},
{RoleSellerAdmin, RoleSellerMember, true},
{RoleSellerAdmin, RoleBuyerMember, true},
// Buyer cannot grant higher roles
{RoleBuyerAdmin, RoleSellerMember, false},
{RoleBuyerAdmin, RoleBuyerAdmin, true},
{RoleBuyerAdmin, RoleBuyerMember, true},
}
for _, tc := range tests {
result := CanGrantRole(tc.granter, tc.target)
if result != tc.canDo {
t.Errorf("CanGrantRole(%s, %s) = %v, want %v", tc.granter, tc.target, result, tc.canDo)
}
}
}
func TestGrantRevoke(t *testing.T) {
db, cfg := testDB(t)
// Create admin
adminID := uuid.New().String()
now := time.Now().UnixMilli()
admin := &User{
UserID: adminID,
Email: "admin@test.com",
Name: "Admin",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, admin)
projectID := testProject(t, db, cfg, adminID)
// Create user with no access
userID := uuid.New().String()
user := &User{
UserID: userID,
Email: "user@test.com",
Name: "User",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, user)
// Verify no access
err := CheckAccessRead(db, userID, projectID, "")
if err != ErrAccessDenied {
t.Error("user should have no access initially")
}
// Grant access
accessID := uuid.New().String()
access := &Access{
ID: accessID,
ProjectID: projectID,
UserID: userID,
Role: RoleBuyerMember,
Ops: "r",
CanGrant: false,
GrantedBy: adminID,
GrantedAt: now,
}
if err := AccessGrant(db, access); err != nil {
t.Fatalf("AccessGrant: %v", err)
}
// Verify access granted
err = CheckAccessRead(db, userID, projectID, "")
if err != nil {
t.Errorf("user should have read access after grant: %v", err)
}
// Revoke access
if err := AccessRevoke(db, accessID, adminID); err != nil {
t.Fatalf("AccessRevoke: %v", err)
}
// Verify access revoked
err = CheckAccessRead(db, userID, projectID, "")
if err != ErrAccessDenied {
t.Error("user should have no access after revoke")
}
}
func TestIsBuyerRole(t *testing.T) {
buyers := []string{RoleBuyerAdmin, RoleBuyerMember}
nonBuyers := []string{RoleIBAdmin, RoleIBMember, RoleSellerAdmin, RoleSellerMember, RoleObserver}
for _, role := range buyers {
if !IsBuyerRole(role) {
t.Errorf("%s should be buyer role", role)
}
}
for _, role := range nonBuyers {
if IsBuyerRole(role) {
t.Errorf("%s should NOT be buyer role", role)
}
}
}
func TestGetUserHighestRole(t *testing.T) {
db, cfg := testDB(t)
// Create admin and project
adminID := uuid.New().String()
now := time.Now().UnixMilli()
admin := &User{
UserID: adminID,
Email: "admin@test.com",
Name: "Admin",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, admin)
projectID := testProject(t, db, cfg, adminID)
// Admin's highest role should be ib_admin
role, err := GetUserHighestRole(db, adminID, projectID)
if err != nil {
t.Fatalf("GetUserHighestRole: %v", err)
}
if role != RoleIBAdmin {
t.Errorf("expected ib_admin, got %s", role)
}
// Create user with multiple roles
userID := uuid.New().String()
user := &User{
UserID: userID,
Email: "multi@test.com",
Name: "Multi Role User",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, user)
// Grant buyer role
AccessGrant(db, &Access{
ID: uuid.New().String(),
ProjectID: projectID,
UserID: userID,
Role: RoleBuyerMember,
Ops: "r",
GrantedBy: adminID,
GrantedAt: now,
})
// Grant seller role (higher)
AccessGrant(db, &Access{
ID: uuid.New().String(),
ProjectID: projectID,
UserID: userID,
Role: RoleSellerMember,
Ops: "rw",
GrantedBy: adminID,
GrantedAt: now,
})
// Highest should be seller_member
role, err = GetUserHighestRole(db, userID, projectID)
if err != nil {
t.Fatalf("GetUserHighestRole: %v", err)
}
if role != RoleSellerMember {
t.Errorf("expected seller_member (highest), got %s", role)
}
// User with no access
noAccessID := uuid.New().String()
noAccessUser := &User{
UserID: noAccessID,
Email: "noaccess@test.com",
Name: "No Access",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, noAccessUser)
_, err = GetUserHighestRole(db, noAccessID, projectID)
if err != ErrAccessDenied {
t.Errorf("expected ErrAccessDenied for user with no access, got %v", err)
}
}
func TestWorkstreamAccess(t *testing.T) {
db, cfg := testDB(t)
// Create admin and project
adminID := uuid.New().String()
now := time.Now().UnixMilli()
admin := &User{
UserID: adminID,
Email: "admin@test.com",
Name: "Admin",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, admin)
projectID := testProject(t, db, cfg, adminID)
// Create user with access to specific workstream only
userID := uuid.New().String()
user := &User{
UserID: userID,
Email: "ws@test.com",
Name: "Workstream User",
Password: "$2a$10$test",
Active: true,
CreatedAt: now,
UpdatedAt: now,
}
UserCreate(db, user)
workstreamID := "workstream-1"
AccessGrant(db, &Access{
ID: uuid.New().String(),
ProjectID: projectID,
WorkstreamID: workstreamID,
UserID: userID,
Role: RoleSellerMember,
Ops: "rw",
GrantedBy: adminID,
GrantedAt: now,
})
// User has access to their workstream
_, err := CheckAccess(db, userID, projectID, workstreamID, "r")
if err != nil {
t.Errorf("user should have access to their workstream: %v", err)
}
// User should NOT have access to different workstream
_, err = CheckAccess(db, userID, projectID, "different-workstream", "r")
if err != ErrAccessDenied {
t.Error("user should NOT have access to different workstream")
}
}

582
lib/watermark.go
View File

@ -1,43 +1,571 @@
package lib package lib
import (
"archive/zip"
"bytes"
"fmt"
"image"
"image/color"
"image/draw"
"image/gif"
"image/jpeg"
"image/png"
"io"
"regexp"
"strings"
"github.com/pdfcpu/pdfcpu/pkg/api"
"github.com/pdfcpu/pdfcpu/pkg/pdfcpu/model"
"github.com/pdfcpu/pdfcpu/pkg/pdfcpu/types"
)
// Watermark applies per-request watermarks at serve time. // Watermark applies per-request watermarks at serve time.
// Stored files are always clean originals; watermarks are injected on read. // Stored files are always clean originals; watermarks are injected on read.
// //
// Supported types: // Supported types:
// - PDF: dynamic watermark (user + timestamp + org) // - PDF: diagonal text watermark (pdfcpu)
// - Word (.docx): watermark injected into document XML // - Word (.docx): watermark shape in header
// - Excel (.xlsx): sheet protection + watermark header row // - Images: text overlay in bottom-right
// - Images: watermark text burned into pixel data // - Other: pass-through unchanged
// - Video: watermark overlay via ffmpeg, served as stream
// - Other: encrypted download only, no preview
// WatermarkConfig holds per-project watermark settings. // Watermark dispatches to the appropriate watermarking function based on MIME type.
type WatermarkConfig struct { func Watermark(in []byte, mimeType string, label string) ([]byte, error) {
Template string // e.g. "{user_name} · {org_name} · {datetime} · CONFIDENTIAL" switch mimeType {
Opacity float64 case "application/pdf":
Position string // "diagonal" | "footer" | "header" return WatermarkPDF(in, label)
case "image/jpeg", "image/png", "image/gif":
return WatermarkImage(in, mimeType, label)
case "application/vnd.openxmlformats-officedocument.wordprocessingml.document":
return WatermarkDOCX(in, label)
default:
return in, nil // pass through unsupported types
}
} }
// WatermarkPDF applies a watermark to PDF data. Stub. // WatermarkPDF applies a diagonal text watermark to every page of a PDF.
func WatermarkPDF(data []byte, userName, orgName string, wc *WatermarkConfig) ([]byte, error) { // Uses pdfcpu for PDF manipulation.
// TODO: implement PDF watermarking // Label format: "CONFIDENTIAL — {UserName} — {Date} — {ProjectName}"
return data, nil func WatermarkPDF(in []byte, label string) ([]byte, error) {
if len(in) == 0 {
return nil, fmt.Errorf("empty input")
}
// Build watermark description string for pdfcpu
// Format: "text, fontname:Helvetica, fontsize:36, color:0.5 0.5 0.5, opacity:0.3, rotation:45, diagonal:1, scale:1 abs"
wmDesc := fmt.Sprintf("%s, fontname:Helvetica, fontsize:36, color:0.5 0.5 0.5, opacity:0.3, rotation:45, diagonal:1, scale:1 abs",
escapeWatermarkText(label))
wm, err := api.TextWatermark(wmDesc, "", true, false, types.POINTS)
if err != nil {
return nil, fmt.Errorf("create watermark: %w", err)
}
// Apply watermark to all pages
var out bytes.Buffer
inReader := bytes.NewReader(in)
conf := model.NewDefaultConfiguration()
conf.ValidationMode = model.ValidationRelaxed
if err := api.AddWatermarks(inReader, &out, nil, wm, conf); err != nil {
return nil, fmt.Errorf("apply watermark: %w", err)
}
return out.Bytes(), nil
} }
// WatermarkDOCX applies a watermark to a Word document. Stub. // escapeWatermarkText escapes special characters for pdfcpu watermark text.
func WatermarkDOCX(data []byte, userName, orgName string, wc *WatermarkConfig) ([]byte, error) { func escapeWatermarkText(text string) string {
// TODO: implement DOCX watermarking // Escape commas and colons which have special meaning in pdfcpu
return data, nil text = strings.ReplaceAll(text, ",", "\\,")
text = strings.ReplaceAll(text, ":", "\\:")
return text
} }
// WatermarkXLSX applies a watermark to an Excel spreadsheet. Stub. // WatermarkImage applies a text watermark to an image.
func WatermarkXLSX(data []byte, userName, orgName string, wc *WatermarkConfig) ([]byte, error) { // Supports JPEG, PNG, and GIF (first frame only for GIF).
// TODO: implement XLSX watermarking // The watermark is placed in the bottom-right corner with semi-transparent white text and dark shadow.
return data, nil func WatermarkImage(in []byte, mimeType string, label string) ([]byte, error) {
if len(in) == 0 {
return nil, fmt.Errorf("empty input")
}
reader := bytes.NewReader(in)
// Handle GIF specially (only watermark first frame)
if mimeType == "image/gif" {
return watermarkGIF(reader, label)
}
// Decode image
img, format, err := image.Decode(reader)
if err != nil {
return nil, fmt.Errorf("decode image: %w", err)
}
// Create a new RGBA image to draw on
bounds := img.Bounds()
rgba := image.NewRGBA(bounds)
draw.Draw(rgba, bounds, img, bounds.Min, draw.Src)
// Draw watermark text
drawWatermarkText(rgba, label)
// Encode output
var out bytes.Buffer
switch format {
case "jpeg":
if err := jpeg.Encode(&out, rgba, &jpeg.Options{Quality: 90}); err != nil {
return nil, fmt.Errorf("encode jpeg: %w", err)
}
case "png":
if err := png.Encode(&out, rgba); err != nil {
return nil, fmt.Errorf("encode png: %w", err)
}
default:
// For other formats decoded by image.Decode, output as PNG
if err := png.Encode(&out, rgba); err != nil {
return nil, fmt.Errorf("encode png: %w", err)
}
}
return out.Bytes(), nil
} }
// WatermarkImage applies a watermark to image data. Stub. // watermarkGIF handles GIF watermarking (first frame only).
func WatermarkImage(data []byte, userName, orgName string, wc *WatermarkConfig) ([]byte, error) { func watermarkGIF(reader io.Reader, label string) ([]byte, error) {
// TODO: implement image watermarking g, err := gif.DecodeAll(reader)
return data, nil if err != nil {
return nil, fmt.Errorf("decode gif: %w", err)
}
if len(g.Image) == 0 {
return nil, fmt.Errorf("gif has no frames")
}
// Watermark first frame
firstFrame := g.Image[0]
bounds := firstFrame.Bounds()
rgba := image.NewRGBA(bounds)
draw.Draw(rgba, bounds, firstFrame, bounds.Min, draw.Src)
drawWatermarkText(rgba, label)
// Convert back to paletted image
paletted := image.NewPaletted(bounds, firstFrame.Palette)
draw.Draw(paletted, bounds, rgba, bounds.Min, draw.Src)
g.Image[0] = paletted
var out bytes.Buffer
if err := gif.EncodeAll(&out, g); err != nil {
return nil, fmt.Errorf("encode gif: %w", err)
}
return out.Bytes(), nil
}
// drawWatermarkText draws watermark text on an RGBA image.
// Uses a simple pixel-based text rendering (8x8 bitmap font style).
// Text is placed in bottom-right corner with shadow effect.
func drawWatermarkText(img *image.RGBA, label string) {
bounds := img.Bounds()
width := bounds.Dx()
height := bounds.Dy()
// Calculate font scale based on image size
scale := 1
if width > 1000 {
scale = 2
}
if width > 2000 {
scale = 3
}
// Measure text
charWidth := 6 * scale
charHeight := 10 * scale
textWidth := len(label) * charWidth
textHeight := charHeight
// Position: bottom-right with padding
padding := 10 * scale
x := width - textWidth - padding
y := height - textHeight - padding
// Clamp to image bounds
if x < padding {
x = padding
}
if y < padding {
y = padding
}
// Draw shadow (dark, offset by 1-2 pixels)
shadowColor := color.RGBA{0, 0, 0, 180}
for i := 1; i <= scale; i++ {
drawText(img, label, x+i, y+i, charWidth, charHeight, shadowColor, scale)
}
// Draw main text (semi-transparent white)
textColor := color.RGBA{255, 255, 255, 200}
drawText(img, label, x, y, charWidth, charHeight, textColor, scale)
}
// drawText draws text using a simple bitmap font approach.
// This is a basic implementation that renders readable ASCII text.
func drawText(img *image.RGBA, text string, startX, startY, charWidth, charHeight int, c color.Color, scale int) {
bounds := img.Bounds()
for i, ch := range text {
x := startX + i*charWidth
if x >= bounds.Max.X {
break
}
// Get character bitmap
bitmap := getCharBitmap(ch)
if bitmap == nil {
continue
}
// Draw character
for row := 0; row < 8; row++ {
for col := 0; col < 5; col++ {
if bitmap[row]&(1<<(4-col)) != 0 {
// Draw scaled pixel
for sy := 0; sy < scale; sy++ {
for sx := 0; sx < scale; sx++ {
px := x + col*scale + sx
py := startY + row*scale + sy
if px >= bounds.Min.X && px < bounds.Max.X && py >= bounds.Min.Y && py < bounds.Max.Y {
img.Set(px, py, c)
}
}
}
}
}
}
}
}
// getCharBitmap returns an 8-row bitmap for a character (5 bits per row).
// Basic ASCII font supporting uppercase, lowercase, digits, and common punctuation.
func getCharBitmap(ch rune) []byte {
// 5x8 bitmap font - each byte represents one row, 5 bits used
fonts := map[rune][]byte{
'A': {0x0E, 0x11, 0x11, 0x1F, 0x11, 0x11, 0x11, 0x00},
'B': {0x1E, 0x11, 0x11, 0x1E, 0x11, 0x11, 0x1E, 0x00},
'C': {0x0E, 0x11, 0x10, 0x10, 0x10, 0x11, 0x0E, 0x00},
'D': {0x1E, 0x11, 0x11, 0x11, 0x11, 0x11, 0x1E, 0x00},
'E': {0x1F, 0x10, 0x10, 0x1E, 0x10, 0x10, 0x1F, 0x00},
'F': {0x1F, 0x10, 0x10, 0x1E, 0x10, 0x10, 0x10, 0x00},
'G': {0x0E, 0x11, 0x10, 0x17, 0x11, 0x11, 0x0E, 0x00},
'H': {0x11, 0x11, 0x11, 0x1F, 0x11, 0x11, 0x11, 0x00},
'I': {0x0E, 0x04, 0x04, 0x04, 0x04, 0x04, 0x0E, 0x00},
'J': {0x07, 0x02, 0x02, 0x02, 0x02, 0x12, 0x0C, 0x00},
'K': {0x11, 0x12, 0x14, 0x18, 0x14, 0x12, 0x11, 0x00},
'L': {0x10, 0x10, 0x10, 0x10, 0x10, 0x10, 0x1F, 0x00},
'M': {0x11, 0x1B, 0x15, 0x15, 0x11, 0x11, 0x11, 0x00},
'N': {0x11, 0x19, 0x15, 0x13, 0x11, 0x11, 0x11, 0x00},
'O': {0x0E, 0x11, 0x11, 0x11, 0x11, 0x11, 0x0E, 0x00},
'P': {0x1E, 0x11, 0x11, 0x1E, 0x10, 0x10, 0x10, 0x00},
'Q': {0x0E, 0x11, 0x11, 0x11, 0x15, 0x12, 0x0D, 0x00},
'R': {0x1E, 0x11, 0x11, 0x1E, 0x14, 0x12, 0x11, 0x00},
'S': {0x0E, 0x11, 0x10, 0x0E, 0x01, 0x11, 0x0E, 0x00},
'T': {0x1F, 0x04, 0x04, 0x04, 0x04, 0x04, 0x04, 0x00},
'U': {0x11, 0x11, 0x11, 0x11, 0x11, 0x11, 0x0E, 0x00},
'V': {0x11, 0x11, 0x11, 0x11, 0x11, 0x0A, 0x04, 0x00},
'W': {0x11, 0x11, 0x11, 0x15, 0x15, 0x1B, 0x11, 0x00},
'X': {0x11, 0x11, 0x0A, 0x04, 0x0A, 0x11, 0x11, 0x00},
'Y': {0x11, 0x11, 0x0A, 0x04, 0x04, 0x04, 0x04, 0x00},
'Z': {0x1F, 0x01, 0x02, 0x04, 0x08, 0x10, 0x1F, 0x00},
'a': {0x00, 0x00, 0x0E, 0x01, 0x0F, 0x11, 0x0F, 0x00},
'b': {0x10, 0x10, 0x1E, 0x11, 0x11, 0x11, 0x1E, 0x00},
'c': {0x00, 0x00, 0x0E, 0x11, 0x10, 0x11, 0x0E, 0x00},
'd': {0x01, 0x01, 0x0F, 0x11, 0x11, 0x11, 0x0F, 0x00},
'e': {0x00, 0x00, 0x0E, 0x11, 0x1F, 0x10, 0x0E, 0x00},
'f': {0x06, 0x09, 0x08, 0x1C, 0x08, 0x08, 0x08, 0x00},
'g': {0x00, 0x00, 0x0F, 0x11, 0x0F, 0x01, 0x0E, 0x00},
'h': {0x10, 0x10, 0x1E, 0x11, 0x11, 0x11, 0x11, 0x00},
'i': {0x04, 0x00, 0x0C, 0x04, 0x04, 0x04, 0x0E, 0x00},
'j': {0x02, 0x00, 0x06, 0x02, 0x02, 0x12, 0x0C, 0x00},
'k': {0x10, 0x10, 0x12, 0x14, 0x18, 0x14, 0x12, 0x00},
'l': {0x0C, 0x04, 0x04, 0x04, 0x04, 0x04, 0x0E, 0x00},
'm': {0x00, 0x00, 0x1A, 0x15, 0x15, 0x15, 0x15, 0x00},
'n': {0x00, 0x00, 0x1E, 0x11, 0x11, 0x11, 0x11, 0x00},
'o': {0x00, 0x00, 0x0E, 0x11, 0x11, 0x11, 0x0E, 0x00},
'p': {0x00, 0x00, 0x1E, 0x11, 0x1E, 0x10, 0x10, 0x00},
'q': {0x00, 0x00, 0x0F, 0x11, 0x0F, 0x01, 0x01, 0x00},
'r': {0x00, 0x00, 0x16, 0x19, 0x10, 0x10, 0x10, 0x00},
's': {0x00, 0x00, 0x0F, 0x10, 0x0E, 0x01, 0x1E, 0x00},
't': {0x08, 0x08, 0x1C, 0x08, 0x08, 0x09, 0x06, 0x00},
'u': {0x00, 0x00, 0x11, 0x11, 0x11, 0x11, 0x0F, 0x00},
'v': {0x00, 0x00, 0x11, 0x11, 0x11, 0x0A, 0x04, 0x00},
'w': {0x00, 0x00, 0x11, 0x11, 0x15, 0x15, 0x0A, 0x00},
'x': {0x00, 0x00, 0x11, 0x0A, 0x04, 0x0A, 0x11, 0x00},
'y': {0x00, 0x00, 0x11, 0x11, 0x0F, 0x01, 0x0E, 0x00},
'z': {0x00, 0x00, 0x1F, 0x02, 0x04, 0x08, 0x1F, 0x00},
'0': {0x0E, 0x11, 0x13, 0x15, 0x19, 0x11, 0x0E, 0x00},
'1': {0x04, 0x0C, 0x04, 0x04, 0x04, 0x04, 0x0E, 0x00},
'2': {0x0E, 0x11, 0x01, 0x02, 0x04, 0x08, 0x1F, 0x00},
'3': {0x0E, 0x11, 0x01, 0x06, 0x01, 0x11, 0x0E, 0x00},
'4': {0x02, 0x06, 0x0A, 0x12, 0x1F, 0x02, 0x02, 0x00},
'5': {0x1F, 0x10, 0x1E, 0x01, 0x01, 0x11, 0x0E, 0x00},
'6': {0x06, 0x08, 0x10, 0x1E, 0x11, 0x11, 0x0E, 0x00},
'7': {0x1F, 0x01, 0x02, 0x04, 0x08, 0x08, 0x08, 0x00},
'8': {0x0E, 0x11, 0x11, 0x0E, 0x11, 0x11, 0x0E, 0x00},
'9': {0x0E, 0x11, 0x11, 0x0F, 0x01, 0x02, 0x0C, 0x00},
' ': {0x00, 0x00, 0x00, 0x00, 0x00, 0x00, 0x00, 0x00},
'.': {0x00, 0x00, 0x00, 0x00, 0x00, 0x0C, 0x0C, 0x00},
',': {0x00, 0x00, 0x00, 0x00, 0x00, 0x06, 0x02, 0x04},
'-': {0x00, 0x00, 0x00, 0x1F, 0x00, 0x00, 0x00, 0x00},
'_': {0x00, 0x00, 0x00, 0x00, 0x00, 0x00, 0x1F, 0x00},
':': {0x00, 0x0C, 0x0C, 0x00, 0x0C, 0x0C, 0x00, 0x00},
'/': {0x01, 0x02, 0x02, 0x04, 0x08, 0x08, 0x10, 0x00},
'@': {0x0E, 0x11, 0x17, 0x15, 0x17, 0x10, 0x0E, 0x00},
'(': {0x02, 0x04, 0x08, 0x08, 0x08, 0x04, 0x02, 0x00},
')': {0x08, 0x04, 0x02, 0x02, 0x02, 0x04, 0x08, 0x00},
}
if bitmap, ok := fonts[ch]; ok {
return bitmap
}
// Return a small square for unknown characters
return []byte{0x00, 0x1F, 0x11, 0x11, 0x11, 0x1F, 0x00, 0x00}
}
// WatermarkDOCX adds a text watermark to a Word document.
// DOCX is a ZIP file; we unzip, modify word/document.xml to add a watermark shape in the header, and rezip.
func WatermarkDOCX(in []byte, label string) ([]byte, error) {
if len(in) == 0 {
return nil, fmt.Errorf("empty input")
}
reader := bytes.NewReader(in)
zipReader, err := zip.NewReader(reader, int64(len(in)))
if err != nil {
return nil, fmt.Errorf("open zip: %w", err)
}
var out bytes.Buffer
zipWriter := zip.NewWriter(&out)
// Track which relationship files we've seen
var hasHeader1 bool
headerRelId := "rIdWatermarkHeader"
// First pass: check if header1.xml exists
for _, f := range zipReader.File {
if f.Name == "word/header1.xml" {
hasHeader1 = true
break
}
}
for _, f := range zipReader.File {
rc, err := f.Open()
if err != nil {
return nil, fmt.Errorf("open %s: %w", f.Name, err)
}
content, err := io.ReadAll(rc)
rc.Close()
if err != nil {
return nil, fmt.Errorf("read %s: %w", f.Name, err)
}
// Modify content based on file
switch f.Name {
case "word/document.xml":
// Add header reference to document if not already present
if !hasHeader1 {
content = addHeaderReferenceToDocument(content, headerRelId)
}
case "word/header1.xml":
// Add watermark to existing header
content = addWatermarkToHeader(content, label)
case "word/_rels/document.xml.rels":
// Add relationship for header if we created one
if !hasHeader1 {
content = addHeaderRelationship(content, headerRelId)
}
case "[Content_Types].xml":
// Ensure header content type is registered
if !hasHeader1 {
content = ensureHeaderContentType(content)
}
}
// Write modified content
w, err := zipWriter.Create(f.Name)
if err != nil {
return nil, fmt.Errorf("create %s: %w", f.Name, err)
}
if _, err := w.Write(content); err != nil {
return nil, fmt.Errorf("write %s: %w", f.Name, err)
}
}
// If no header existed, create one with the watermark
if !hasHeader1 {
header := createWatermarkHeader(label)
w, err := zipWriter.Create("word/header1.xml")
if err != nil {
return nil, fmt.Errorf("create header: %w", err)
}
if _, err := w.Write(header); err != nil {
return nil, fmt.Errorf("write header: %w", err)
}
}
if err := zipWriter.Close(); err != nil {
return nil, fmt.Errorf("close zip: %w", err)
}
return out.Bytes(), nil
}
// createWatermarkHeader creates a new header XML with a diagonal watermark shape.
func createWatermarkHeader(label string) []byte {
// VML shape for diagonal watermark text
// The shape uses a text path to render the watermark diagonally
header := fmt.Sprintf(`<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<w:hdr xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main"
xmlns:v="urn:schemas-microsoft-com:vml"
xmlns:o="urn:schemas-microsoft-com:office:office"
xmlns:w10="urn:schemas-microsoft-com:office:word">
<w:p>
<w:pPr>
<w:pStyle w:val="Header"/>
</w:pPr>
<w:r>
<w:pict>
<v:shapetype id="_x0000_t136" coordsize="21600,21600" o:spt="136" adj="10800" path="m@7,l@8,m@5,21600l@6,21600e">
<v:formulas>
<v:f eqn="sum #0 0 10800"/>
<v:f eqn="prod #0 2 1"/>
<v:f eqn="sum 21600 0 @1"/>
<v:f eqn="sum 0 0 @2"/>
<v:f eqn="sum 21600 0 @3"/>
<v:f eqn="if @0 @3 0"/>
<v:f eqn="if @0 21600 @1"/>
<v:f eqn="if @0 0 @2"/>
<v:f eqn="if @0 @4 21600"/>
<v:f eqn="mid @5 @6"/>
<v:f eqn="mid @8 @5"/>
<v:f eqn="mid @7 @8"/>
<v:f eqn="mid @6 @7"/>
<v:f eqn="sum @6 0 @5"/>
</v:formulas>
<v:path textpathok="t" o:connecttype="custom" o:connectlocs="@9,0;@10,10800;@11,21600;@12,10800" o:connectangles="270,180,90,0"/>
<v:textpath on="t" fitshape="t"/>
<v:handles>
<v:h position="#0,bottomRight" xrange="6629,14971"/>
</v:handles>
<o:lock v:ext="edit" text="t" shapetype="t"/>
</v:shapetype>
<v:shape id="PowerPlusWaterMarkObject" o:spid="_x0000_s2049" type="#_x0000_t136"
style="position:absolute;margin-left:0;margin-top:0;width:527.85pt;height:131.95pt;rotation:315;z-index:-251658752;mso-position-horizontal:center;mso-position-horizontal-relative:margin;mso-position-vertical:center;mso-position-vertical-relative:margin"
o:allowincell="f" fillcolor="silver" stroked="f">
<v:fill opacity=".5"/>
<v:textpath style="font-family:&quot;Calibri&quot;;font-size:1pt" string="%s"/>
<w10:wrap anchorx="margin" anchory="margin"/>
</v:shape>
</w:pict>
</w:r>
</w:p>
</w:hdr>`, escapeXML(label))
return []byte(header)
}
// addWatermarkToHeader adds a watermark shape to an existing header.
func addWatermarkToHeader(content []byte, label string) []byte {
// Insert watermark shape before </w:hdr>
watermarkShape := fmt.Sprintf(`
<w:p>
<w:r>
<w:pict xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w10="urn:schemas-microsoft-com:office:word">
<v:shapetype id="_x0000_t136" coordsize="21600,21600" o:spt="136" path="m@7,l@8,m@5,21600l@6,21600e">
<v:textpath on="t" fitshape="t"/>
</v:shapetype>
<v:shape type="#_x0000_t136"
style="position:absolute;margin-left:0;margin-top:0;width:500pt;height:130pt;rotation:315;z-index:-251658752;mso-position-horizontal:center;mso-position-horizontal-relative:margin;mso-position-vertical:center;mso-position-vertical-relative:margin"
fillcolor="silver" stroked="f">
<v:fill opacity=".5"/>
<v:textpath style="font-family:Calibri;font-size:1pt" string="%s"/>
<w10:wrap anchorx="margin" anchory="margin"/>
</v:shape>
</w:pict>
</w:r>
</w:p>`, escapeXML(label))
// Find </w:hdr> and insert before it
str := string(content)
if idx := strings.LastIndex(str, "</w:hdr>"); idx != -1 {
str = str[:idx] + watermarkShape + str[idx:]
}
return []byte(str)
}
// addHeaderReferenceToDocument adds a header reference to the document.xml.
func addHeaderReferenceToDocument(content []byte, relId string) []byte {
str := string(content)
// Find the sectPr element and add headerReference
// Look for <w:sectPr or create one before </w:body>
headerRef := fmt.Sprintf(`<w:headerReference w:type="default" r:id="%s"/>`, relId)
sectPrPattern := regexp.MustCompile(`(<w:sectPr[^>]*>)`)
if sectPrPattern.MatchString(str) {
str = sectPrPattern.ReplaceAllString(str, "${1}"+headerRef)
} else {
// No sectPr exists, add one before </w:body>
sectPr := fmt.Sprintf(`<w:sectPr xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships">%s</w:sectPr>`, headerRef)
if idx := strings.LastIndex(str, "</w:body>"); idx != -1 {
str = str[:idx] + sectPr + str[idx:]
}
}
// Ensure r namespace is declared
if !strings.Contains(str, `xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships"`) {
str = strings.Replace(str, `<w:document `, `<w:document xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships" `, 1)
}
return []byte(str)
}
// addHeaderRelationship adds the header relationship to document.xml.rels.
func addHeaderRelationship(content []byte, relId string) []byte {
str := string(content)
rel := fmt.Sprintf(`<Relationship Id="%s" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/header" Target="header1.xml"/>`, relId)
// Insert before </Relationships>
if idx := strings.LastIndex(str, "</Relationships>"); idx != -1 {
str = str[:idx] + rel + str[idx:]
}
return []byte(str)
}
// ensureHeaderContentType ensures the header content type is in [Content_Types].xml.
func ensureHeaderContentType(content []byte) []byte {
str := string(content)
if strings.Contains(str, "header1.xml") {
return content
}
override := `<Override PartName="/word/header1.xml" ContentType="application/vnd.openxmlformats-officedocument.wordprocessingml.header+xml"/>`
if idx := strings.LastIndex(str, "</Types>"); idx != -1 {
str = str[:idx] + override + str[idx:]
}
return []byte(str)
}
// escapeXML escapes special XML characters.
func escapeXML(s string) string {
s = strings.ReplaceAll(s, "&", "&amp;")
s = strings.ReplaceAll(s, "<", "&lt;")
s = strings.ReplaceAll(s, ">", "&gt;")
s = strings.ReplaceAll(s, "'", "&apos;")
s = strings.ReplaceAll(s, "\"", "&quot;")
return s
} }

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{{define "answer_approved.html"}}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Your answer was approved ✓</title>
</head>
<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; background-color: #f5f5f5;">
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f5f5f5;">
<tr>
<td align="center" style="padding: 40px 20px;">
<table role="presentation" width="600" cellspacing="0" cellpadding="0" style="background-color: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.1);">
<!-- Header -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<h1 style="margin: 0; color: #ffffff; font-size: 24px; font-weight: 600; letter-spacing: 1px;">DEALSPACE</h1>
</td>
</tr>
<!-- Content -->
<tr>
<td style="padding: 40px;">
<!-- Success Icon -->
<div style="text-align: center; margin-bottom: 25px;">
<div style="display: inline-block; width: 60px; height: 60px; background-color: #dcfce7; border-radius: 50%; line-height: 60px; font-size: 28px;">
✓
</div>
</div>
<h2 style="margin: 0 0 20px 0; color: #1a2744; font-size: 20px; font-weight: 600; text-align: center;">
Your answer was approved
</h2>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Hi{{if .RecipientName}} {{.RecipientName}}{{end}},
</p>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Great news! Your answer for <strong>{{.RequestTitle}}</strong> has been approved.
</p>
{{if .Published}}
<div style="background-color: #dcfce7; border-radius: 6px; padding: 15px 20px; margin: 25px 0;">
<p style="margin: 0; color: #166534; font-size: 14px;">
📁 <strong>Published to Data Room</strong> — Your response is now visible to authorized buyers.
</p>
</div>
{{end}}
{{if .DataRoomURL}}
<!-- CTA Button -->
<table role="presentation" cellspacing="0" cellpadding="0" style="margin: 30px 0;">
<tr>
<td style="background-color: #c9a227; border-radius: 6px;">
<a href="{{.DataRoomURL}}" style="display: inline-block; padding: 16px 32px; color: #1a2744; font-size: 16px; font-weight: 600; text-decoration: none;">View in Data Room</a>
</td>
</tr>
</table>
{{end}}
<p style="margin: 20px 0 0 0; color: #4a5568; font-size: 15px; line-height: 1.6;">
Thank you for your prompt response. Keep up the excellent work!
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<p style="margin: 0 0 10px 0; color: #9ca3af; font-size: 12px;">
Questions? Contact <a href="mailto:support@muskepo.com" style="color: #c9a227; text-decoration: none;">support@muskepo.com</a>
</p>
<p style="margin: 0; color: #6b7280; font-size: 11px;">
© 2026 Dealspace · <a href="#" style="color: #6b7280; text-decoration: none;">Privacy Policy</a> · <a href="#" style="color: #6b7280; text-decoration: none;">Terms of Service</a>
</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
{{end}}

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{{define "answer_rejected.html"}}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Your answer needs revision</title>
</head>
<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; background-color: #f5f5f5;">
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f5f5f5;">
<tr>
<td align="center" style="padding: 40px 20px;">
<table role="presentation" width="600" cellspacing="0" cellpadding="0" style="background-color: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.1);">
<!-- Header -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<h1 style="margin: 0; color: #ffffff; font-size: 24px; font-weight: 600; letter-spacing: 1px;">DEALSPACE</h1>
</td>
</tr>
<!-- Content -->
<tr>
<td style="padding: 40px;">
<h2 style="margin: 0 0 20px 0; color: #1a2744; font-size: 20px; font-weight: 600;">
Your answer needs revision
</h2>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Hi{{if .RecipientName}} {{.RecipientName}}{{end}},
</p>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Your answer for <strong>{{.RequestTitle}}</strong> requires some changes before it can be approved.
</p>
<!-- Feedback Box -->
{{if .Reason}}
<div style="background-color: #fef2f2; border-left: 4px solid #dc2626; padding: 20px; margin: 25px 0;">
<p style="margin: 0 0 8px 0; color: #991b1b; font-size: 12px; text-transform: uppercase; letter-spacing: 0.5px; font-weight: 600;">Feedback</p>
<p style="margin: 0; color: #7f1d1d; font-size: 15px; line-height: 1.5;">{{.Reason}}</p>
</div>
{{end}}
<!-- CTA Button -->
<table role="presentation" cellspacing="0" cellpadding="0" style="margin: 30px 0;">
<tr>
<td style="background-color: #c9a227; border-radius: 6px;">
<a href="{{.RequestURL}}" style="display: inline-block; padding: 16px 32px; color: #1a2744; font-size: 16px; font-weight: 600; text-decoration: none;">View Feedback</a>
</td>
</tr>
</table>
<p style="margin: 20px 0 0 0; color: #4a5568; font-size: 15px; line-height: 1.6;">
Please update your response based on the feedback above. If you have any questions, you can reply directly in the request thread.
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<p style="margin: 0 0 10px 0; color: #9ca3af; font-size: 12px;">
Questions? Contact <a href="mailto:support@muskepo.com" style="color: #c9a227; text-decoration: none;">support@muskepo.com</a>
</p>
<p style="margin: 0; color: #6b7280; font-size: 11px;">
© 2026 Dealspace · <a href="#" style="color: #6b7280; text-decoration: none;">Privacy Policy</a> · <a href="#" style="color: #6b7280; text-decoration: none;">Terms of Service</a>
</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
{{end}}

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{{define "answer_submitted.html"}}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>{{.AnswererName}} submitted an answer for: {{.RequestTitle}}</title>
</head>
<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; background-color: #f5f5f5;">
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f5f5f5;">
<tr>
<td align="center" style="padding: 40px 20px;">
<table role="presentation" width="600" cellspacing="0" cellpadding="0" style="background-color: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.1);">
<!-- Header -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<h1 style="margin: 0; color: #ffffff; font-size: 24px; font-weight: 600; letter-spacing: 1px;">DEALSPACE</h1>
</td>
</tr>
<!-- Content -->
<tr>
<td style="padding: 40px;">
<div style="display: inline-block; background-color: #fef3c7; color: #92400e; padding: 6px 12px; border-radius: 4px; font-size: 12px; font-weight: 600; margin-bottom: 20px;">
ACTION REQUIRED
</div>
<h2 style="margin: 0 0 20px 0; color: #1a2744; font-size: 20px; font-weight: 600;">
New answer submitted for review
</h2>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Hi{{if .RecipientName}} {{.RecipientName}}{{end}},
</p>
<p style="margin: 0 0 25px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
<strong>{{.AnswererName}}</strong> has submitted an answer that needs your review.
</p>
<!-- Request Details -->
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f8f9fa; border-radius: 6px; margin: 0 0 25px 0;">
<tr>
<td style="padding: 20px;">
<p style="margin: 0 0 8px 0; color: #6b7280; font-size: 12px; text-transform: uppercase; letter-spacing: 0.5px;">Request</p>
<p style="margin: 0 0 15px 0; color: #1a2744; font-size: 16px; font-weight: 600;">{{.RequestTitle}}</p>
{{if .WorkstreamName}}
<p style="margin: 0 0 8px 0; color: #6b7280; font-size: 12px; text-transform: uppercase; letter-spacing: 0.5px;">Workstream</p>
<p style="margin: 0 0 15px 0; color: #4a5568; font-size: 14px;">{{.WorkstreamName}}</p>
{{end}}
{{if .AnswerPreview}}
<p style="margin: 0 0 8px 0; color: #6b7280; font-size: 12px; text-transform: uppercase; letter-spacing: 0.5px;">Preview</p>
<p style="margin: 0; color: #4a5568; font-size: 14px; line-height: 1.5; font-style: italic;">"{{truncate .AnswerPreview 200}}"</p>
{{end}}
</td>
</tr>
</table>
<!-- CTA Button -->
<table role="presentation" cellspacing="0" cellpadding="0" style="margin: 30px 0;">
<tr>
<td style="background-color: #c9a227; border-radius: 6px;">
<a href="{{.ReviewURL}}" style="display: inline-block; padding: 16px 32px; color: #1a2744; font-size: 16px; font-weight: 600; text-decoration: none;">Review Answer</a>
</td>
</tr>
</table>
<p style="margin: 20px 0 0 0; color: #9ca3af; font-size: 14px;">
Once approved, this answer will be published to the data room and visible to authorized buyers.
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<p style="margin: 0 0 10px 0; color: #9ca3af; font-size: 12px;">
Questions? Contact <a href="mailto:support@muskepo.com" style="color: #c9a227; text-decoration: none;">support@muskepo.com</a>
</p>
<p style="margin: 0; color: #6b7280; font-size: 11px;">
© 2026 Dealspace · <a href="#" style="color: #6b7280; text-decoration: none;">Privacy Policy</a> · <a href="#" style="color: #6b7280; text-decoration: none;">Terms of Service</a>
</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
{{end}}

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{{define "invite.html"}}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>You're invited to {{.ProjectName}}</title>
</head>
<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; background-color: #f5f5f5;">
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f5f5f5;">
<tr>
<td align="center" style="padding: 40px 20px;">
<table role="presentation" width="600" cellspacing="0" cellpadding="0" style="background-color: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.1);">
<!-- Header -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<h1 style="margin: 0; color: #ffffff; font-size: 24px; font-weight: 600; letter-spacing: 1px;">DEALSPACE</h1>
</td>
</tr>
<!-- Content -->
<tr>
<td style="padding: 40px;">
<h2 style="margin: 0 0 20px 0; color: #1a2744; font-size: 20px; font-weight: 600;">
You've been invited to join {{.ProjectName}}
</h2>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Hi{{if .RecipientName}} {{.RecipientName}}{{end}},
</p>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
<strong>{{.InviterName}}</strong> from <strong>{{.InviterOrg}}</strong> has invited you to join the due diligence process for <strong>{{.ProjectName}}</strong>.
</p>
<!-- CTA Button -->
<table role="presentation" cellspacing="0" cellpadding="0" style="margin: 30px 0;">
<tr>
<td style="background-color: #c9a227; border-radius: 6px;">
<a href="{{.InviteURL}}" style="display: inline-block; padding: 16px 32px; color: #1a2744; font-size: 16px; font-weight: 600; text-decoration: none;">Accept Invitation</a>
</td>
</tr>
</table>
<!-- What is Dealspace -->
<div style="background-color: #f8f9fa; border-radius: 6px; padding: 20px; margin: 30px 0;">
<h3 style="margin: 0 0 10px 0; color: #1a2744; font-size: 14px; font-weight: 600;">What is Dealspace?</h3>
<p style="margin: 0; color: #6b7280; font-size: 14px; line-height: 1.5;">
Dealspace is a secure platform for managing M&A due diligence. All documents are encrypted and watermarked. You control what gets shared and when.
</p>
</div>
<p style="margin: 20px 0 0 0; color: #9ca3af; font-size: 14px;">
⏱ This invitation expires in {{if .ExpiresIn}}{{.ExpiresIn}}{{else}}7 days{{end}}.
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<p style="margin: 0 0 10px 0; color: #9ca3af; font-size: 12px;">
Questions? Contact <a href="mailto:support@muskepo.com" style="color: #c9a227; text-decoration: none;">support@muskepo.com</a>
</p>
<p style="margin: 0; color: #6b7280; font-size: 11px;">
© 2026 Dealspace · <a href="#" style="color: #6b7280; text-decoration: none;">Privacy Policy</a> · <a href="#" style="color: #6b7280; text-decoration: none;">Terms of Service</a>
</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
{{end}}

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{{define "request_forwarded.html"}}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>{{.SenderName}} forwarded a request to you</title>
</head>
<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; background-color: #f5f5f5;">
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f5f5f5;">
<tr>
<td align="center" style="padding: 40px 20px;">
<table role="presentation" width="600" cellspacing="0" cellpadding="0" style="background-color: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.1);">
<!-- Header -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<h1 style="margin: 0; color: #ffffff; font-size: 24px; font-weight: 600; letter-spacing: 1px;">DEALSPACE</h1>
</td>
</tr>
<!-- Content -->
<tr>
<td style="padding: 40px;">
<h2 style="margin: 0 0 20px 0; color: #1a2744; font-size: 20px; font-weight: 600;">
Request forwarded to you
</h2>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Hi{{if .RecipientName}} {{.RecipientName}}{{end}},
</p>
<p style="margin: 0 0 25px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
<strong>{{.SenderName}}</strong> has forwarded a request to you for your input.
</p>
<!-- Request Details -->
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f8f9fa; border-radius: 6px; margin: 0 0 25px 0;">
<tr>
<td style="padding: 20px;">
<p style="margin: 0 0 8px 0; color: #6b7280; font-size: 12px; text-transform: uppercase; letter-spacing: 0.5px;">Request</p>
<p style="margin: 0; color: #1a2744; font-size: 16px; font-weight: 600;">{{.RequestTitle}}</p>
{{if .HasDueDate}}
<div style="margin-top: 15px; padding-top: 15px; border-top: 1px solid #e5e7eb;">
<p style="margin: 0 0 4px 0; color: #6b7280; font-size: 12px; text-transform: uppercase; letter-spacing: 0.5px;">Due Date</p>
<p style="margin: 0; color: #dc2626; font-size: 14px; font-weight: 500;">{{.DueDate}}</p>
</div>
{{end}}
</td>
</tr>
</table>
<!-- CTA Button -->
<table role="presentation" cellspacing="0" cellpadding="0" style="margin: 30px 0;">
<tr>
<td style="background-color: #c9a227; border-radius: 6px;">
<a href="{{.RequestURL}}" style="display: inline-block; padding: 16px 32px; color: #1a2744; font-size: 16px; font-weight: 600; text-decoration: none;">View Request</a>
</td>
</tr>
</table>
<p style="margin: 20px 0 0 0; color: #9ca3af; font-size: 14px;">
You can respond to this request directly in Dealspace. Your response will be routed back to {{.SenderName}} for review.
</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<p style="margin: 0 0 10px 0; color: #9ca3af; font-size: 12px;">
Questions? Contact <a href="mailto:support@muskepo.com" style="color: #c9a227; text-decoration: none;">support@muskepo.com</a>
</p>
<p style="margin: 0; color: #6b7280; font-size: 11px;">
© 2026 Dealspace · <a href="#" style="color: #6b7280; text-decoration: none;">Privacy Policy</a> · <a href="#" style="color: #6b7280; text-decoration: none;">Terms of Service</a>
</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
{{end}}

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{{define "tasks_assigned.html"}}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>You have {{.Count}} new task{{if gt .Count 1}}s{{end}} on {{.ProjectName}}</title>
</head>
<body style="margin: 0; padding: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; background-color: #f5f5f5;">
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="background-color: #f5f5f5;">
<tr>
<td align="center" style="padding: 40px 20px;">
<table role="presentation" width="600" cellspacing="0" cellpadding="0" style="background-color: #ffffff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,0.1);">
<!-- Header -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<h1 style="margin: 0; color: #ffffff; font-size: 24px; font-weight: 600; letter-spacing: 1px;">DEALSPACE</h1>
</td>
</tr>
<!-- Content -->
<tr>
<td style="padding: 40px;">
<h2 style="margin: 0 0 20px 0; color: #1a2744; font-size: 20px; font-weight: 600;">
You have {{.Count}} new task{{if gt .Count 1}}s{{end}} on {{.ProjectName}}
</h2>
<p style="margin: 0 0 20px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
Hi{{if .RecipientName}} {{.RecipientName}}{{end}},
</p>
<p style="margin: 0 0 25px 0; color: #4a5568; font-size: 16px; line-height: 1.6;">
The following request{{if gt .Count 1}}s have{{else}} has{{end}} been assigned to you:
</p>
<!-- Task List -->
<table role="presentation" width="100%" cellspacing="0" cellpadding="0" style="margin: 0 0 25px 0;">
{{range $i, $task := .Tasks}}
{{if lt $i 5}}
<tr>
<td style="padding: 12px 15px; border-left: 3px solid {{if eq $task.Priority "high"}}#dc2626{{else}}#c9a227{{end}}; background-color: #f8f9fa; margin-bottom: 8px;">
<p style="margin: 0; color: #1a2744; font-size: 15px; font-weight: 500;">{{$task.Title}}</p>
{{if $task.DueDate}}
<p style="margin: 4px 0 0 0; color: #6b7280; font-size: 13px;">Due: {{$task.DueDate}}{{if eq $task.Priority "high"}} · <span style="color: #dc2626;">High Priority</span>{{end}}</p>
{{end}}
</td>
</tr>
<tr><td style="height: 8px;"></td></tr>
{{end}}
{{end}}
</table>
{{if gt .Count 5}}
<p style="margin: 0 0 25px 0; color: #6b7280; font-size: 14px;">
...and {{sub .Count 5}} more
</p>
{{end}}
<!-- CTA Button -->
<table role="presentation" cellspacing="0" cellpadding="0" style="margin: 30px 0;">
<tr>
<td style="background-color: #c9a227; border-radius: 6px;">
<a href="{{.TasksURL}}" style="display: inline-block; padding: 16px 32px; color: #1a2744; font-size: 16px; font-weight: 600; text-decoration: none;">View My Tasks</a>
</td>
</tr>
</table>
</td>
</tr>
<!-- Footer -->
<tr>
<td style="background-color: #1a2744; padding: 30px 40px; text-align: center;">
<p style="margin: 0 0 10px 0; color: #9ca3af; font-size: 12px;">
You're receiving this because you're assigned to requests in {{.ProjectName}}.
</p>
<p style="margin: 0; color: #6b7280; font-size: 11px;">
© 2026 Dealspace · <a href="#" style="color: #6b7280; text-decoration: none;">Manage Notifications</a> · <a href="#" style="color: #6b7280; text-decoration: none;">Unsubscribe</a>
</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
{{end}}

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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>My Tasks — Dealspace</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
<script src="https://cdn.tailwindcss.com"></script>
<style>
* { font-family: 'Inter', sans-serif; }
body { background: #0a1628; margin: 0; }
.sidebar-link.active { background: rgba(201,168,76,0.1); color: #c9a84c; border-left: 3px solid #c9a84c; }
.sidebar-link:hover:not(.active) { background: rgba(255,255,255,0.04); }
.task-card:hover { border-color: rgba(201,168,76,0.3); transform: translateY(-1px); }
.priority-high { background: #ef4444; }
.priority-normal { background: #c9a84c; }
.priority-low { background: #22c55e; }
</style>
</head>
<body>
<!-- Top Nav -->
<header class="bg-[#0d1f3c] border-b border-white/[0.08] px-6 py-3 flex items-center justify-between sticky top-0 z-50">
<div class="flex items-center gap-6">
<a href="/app/tasks" class="text-xl font-bold text-white tracking-tight">
<span class="text-[#c9a84c]">Deal</span>space
</a>
<select id="projectSwitcher" class="bg-[#0a1628] border border-white/[0.08] rounded-lg px-3 py-1.5 text-sm text-white focus:outline-none focus:border-[#c9a84c]">
<option value="">All Projects</option>
</select>
</div>
<div class="flex items-center gap-4">
<span id="userName" class="text-sm text-[#94a3b8]"></span>
<button onclick="logout()" class="text-sm text-[#94a3b8] hover:text-white transition">Logout</button>
</div>
</header>
<div class="flex">
<!-- Sidebar -->
<nav class="w-56 bg-[#0d1f3c] border-r border-white/[0.08] min-h-[calc(100vh-49px)] sticky top-[49px] shrink-0">
<div class="p-3 space-y-0.5">
<a href="/app/tasks" class="sidebar-link active flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-white transition">
<svg class="w-4 h-4 text-[#94a3b8]" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2m-6 9l2 2 4-4"/></svg>
My Tasks
</a>
<a href="/app/projects" class="sidebar-link flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-[#94a3b8] transition">
<svg class="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 7v10a2 2 0 002 2h14a2 2 0 002-2V9a2 2 0 00-2-2h-6l-2-2H5a2 2 0 00-2 2z"/></svg>
Projects
</a>
<div id="adminLinks" class="hidden">
<div class="border-t border-white/[0.08] my-3"></div>
<a href="/app/projects" class="sidebar-link flex items-center gap-3 px-3 py-2.5 rounded-lg text-sm font-medium text-[#94a3b8] transition">
<svg class="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10.325 4.317c.426-1.756 2.924-1.756 3.35 0a1.724 1.724 0 002.573 1.066c1.543-.94 3.31.826 2.37 2.37a1.724 1.724 0 001.066 2.573c1.756.426 1.756 2.924 0 3.35a1.724 1.724 0 00-1.066 2.573c.94 1.543-.826 3.31-2.37 2.37a1.724 1.724 0 00-2.573 1.066c-.426 1.756-2.924 1.756-3.35 0a1.724 1.724 0 00-2.573-1.066c-1.543.94-3.31-.826-2.37-2.37a1.724 1.724 0 00-1.066-2.573c-1.756-.426-1.756-2.924 0-3.35a1.724 1.724 0 001.066-2.573c-.94-1.543.826-3.31 2.37-2.37.996.608 2.296.07 2.572-1.065z"/><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M15 12a3 3 0 11-6 0 3 3 0 016 0z"/></svg>
Admin
</a>
</div>
</div>
</nav>
<!-- Main Content -->
<main class="flex-1 p-8 max-w-5xl">
<!-- Greeting -->
<div class="mb-8">
<h1 id="greeting" class="text-2xl font-bold text-white mb-1"></h1>
<p class="text-[#94a3b8] text-sm">Here are your pending tasks.</p>
</div>
<!-- Task List -->
<div id="taskList" class="space-y-3">
<div class="text-[#94a3b8] text-sm">Loading tasks...</div>
</div>
<!-- Empty State -->
<div id="emptyState" class="hidden text-center py-20">
<div class="text-5xl mb-4">&#127881;</div>
<h2 class="text-xl font-semibold text-white mb-2">You're all caught up</h2>
<p class="text-[#94a3b8]">No tasks need your attention right now.</p>
</div>
</main>
</div>
<script>
// Auth check
const token = localStorage.getItem('ds_token');
if (!token) { window.location.href = '/app/login'; }
const user = JSON.parse(localStorage.getItem('ds_user') || '{}');
function fetchAPI(path, opts = {}) {
opts.headers = { ...opts.headers, 'Authorization': 'Bearer ' + token, 'Content-Type': 'application/json' };
return fetch(path, opts).then(r => {
if (r.status === 401) { localStorage.removeItem('ds_token'); window.location.href = '/app/login'; }
return r;
});
}
function logout() {
fetchAPI('/api/auth/logout', { method: 'POST' }).finally(() => {
localStorage.removeItem('ds_token');
localStorage.removeItem('ds_user');
window.location.href = '/app/login';
});
}
// Greeting
const hour = new Date().getHours();
const greetWord = hour < 12 ? 'Good morning' : hour < 18 ? 'Good afternoon' : 'Good evening';
document.getElementById('greeting').textContent = greetWord + ', ' + (user.name || 'there');
document.getElementById('userName').textContent = user.name || user.email || '';
if (user.role === 'ib_admin') document.getElementById('adminLinks').classList.remove('hidden');
// Load tasks
async function loadTasks() {
try {
const res = await fetchAPI('/api/tasks');
const tasks = await res.json();
const list = document.getElementById('taskList');
const empty = document.getElementById('emptyState');
if (!tasks || tasks.length === 0) {
list.classList.add('hidden');
empty.classList.remove('hidden');
return;
}
list.innerHTML = tasks.map(t => {
const data = parseData(t.data_text);
const priority = data.priority || 'normal';
const title = data.title || t.summary || 'Untitled';
const ref = data.ref || '';
const due = data.due_date || '';
const status = data.status || 'open';
const projectName = t.project_id ? t.project_id.substring(0, 8) : '';
return `
<a href="/app/requests/${t.entry_id}" class="task-card block bg-[#0d1f3c] border border-white/[0.08] rounded-xl p-5 transition cursor-pointer">
<div class="flex items-center gap-3 mb-2">
<span class="w-2.5 h-2.5 rounded-full priority-${priority} shrink-0"></span>
${ref ? `<span class="text-xs font-mono text-[#94a3b8]">${ref}</span>` : ''}
<span class="text-white font-medium flex-1">${escapeHtml(title)}</span>
${due ? `<span class="text-xs text-[#94a3b8]">Due: ${due}</span>` : ''}
</div>
<div class="flex items-center gap-3 text-xs text-[#475569]">
<span class="capitalize px-2 py-0.5 rounded-full bg-white/[0.05] text-[#94a3b8]">${status}</span>
<span>${t.type || 'request'}</span>
</div>
</a>
`;
}).join('');
} catch (err) {
document.getElementById('taskList').innerHTML = '<div class="text-red-400 text-sm">Failed to load tasks.</div>';
}
}
function parseData(text) {
if (!text) return {};
try { return JSON.parse(text); } catch { return {}; }
}
function escapeHtml(s) {
const d = document.createElement('div');
d.textContent = s;
return d.innerHTML;
}
loadTasks();
</script>
</body>
</html>

94
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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Login — Dealspace</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
<script src="https://cdn.tailwindcss.com"></script>
<style>
* { font-family: 'Inter', sans-serif; }
body { background: #0a1628; }
</style>
</head>
<body class="min-h-screen flex items-center justify-center">
<div class="w-full max-w-md px-6">
<!-- Logo -->
<div class="text-center mb-10">
<h1 class="text-3xl font-bold text-white tracking-tight">
<span class="text-[#c9a84c]">Deal</span>space
</h1>
<p class="text-[#94a3b8] mt-2 text-sm">Secure M&A deal management</p>
</div>
<!-- Login Card -->
<div class="bg-[#0d1f3c] border border-white/[0.08] rounded-xl p-8">
<h2 class="text-xl font-semibold text-white mb-6">Sign in</h2>
<div id="error" class="hidden mb-4 p-3 bg-red-500/10 border border-red-500/20 rounded-lg text-red-400 text-sm"></div>
<form id="loginForm" class="space-y-5">
<div>
<label for="email" class="block text-sm font-medium text-[#94a3b8] mb-1.5">Email</label>
<input type="email" id="email" name="email" required autocomplete="email" autofocus
class="w-full px-4 py-2.5 bg-[#0a1628] border border-white/[0.08] rounded-lg text-white placeholder-[#475569] focus:outline-none focus:border-[#c9a84c] focus:ring-1 focus:ring-[#c9a84c] transition">
</div>
<div>
<label for="password" class="block text-sm font-medium text-[#94a3b8] mb-1.5">Password</label>
<input type="password" id="password" name="password" required autocomplete="current-password"
class="w-full px-4 py-2.5 bg-[#0a1628] border border-white/[0.08] rounded-lg text-white placeholder-[#475569] focus:outline-none focus:border-[#c9a84c] focus:ring-1 focus:ring-[#c9a84c] transition">
</div>
<button type="submit" id="submitBtn"
class="w-full py-2.5 bg-[#c9a84c] hover:bg-[#b8973f] text-[#0a1628] font-semibold rounded-lg transition disabled:opacity-50">
Sign in
</button>
</form>
</div>
<p class="text-center text-[#475569] text-xs mt-8">&copy; 2026 Muskepo B.V. — Amsterdam</p>
</div>
<script>
// If already logged in, redirect
if (localStorage.getItem('ds_token')) {
window.location.href = '/app/tasks';
}
document.getElementById('loginForm').addEventListener('submit', async (e) => {
e.preventDefault();
const btn = document.getElementById('submitBtn');
const errorEl = document.getElementById('error');
btn.disabled = true;
btn.textContent = 'Signing in...';
errorEl.classList.add('hidden');
try {
const res = await fetch('/api/auth/login', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
email: document.getElementById('email').value,
password: document.getElementById('password').value,
}),
});
const data = await res.json();
if (!res.ok) {
throw new Error(data.error || 'Login failed');
}
localStorage.setItem('ds_token', data.token);
localStorage.setItem('ds_user', JSON.stringify(data.user));
window.location.href = '/app/tasks';
} catch (err) {
errorEl.textContent = err.message;
errorEl.classList.remove('hidden');
btn.disabled = false;
btn.textContent = 'Sign in';
}
});
</script>
</body>
</html>

100
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@ -0,0 +1,100 @@
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Setup — Dealspace</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
<script src="https://cdn.tailwindcss.com"></script>
<style>
* { font-family: 'Inter', sans-serif; }
body { background: #0a1628; }
</style>
</head>
<body class="min-h-screen flex items-center justify-center">
<div class="w-full max-w-md px-6">
<!-- Logo -->
<div class="text-center mb-10">
<h1 class="text-3xl font-bold text-white tracking-tight">
<span class="text-[#c9a84c]">Deal</span>space
</h1>
<p class="text-[#94a3b8] mt-2 text-sm">First-time setup</p>
</div>
<!-- Setup Card -->
<div class="bg-[#0d1f3c] border border-white/[0.08] rounded-xl p-8">
<h2 class="text-xl font-semibold text-white mb-2">Create admin account</h2>
<p class="text-[#94a3b8] text-sm mb-6">This will be the first administrator account for your Dealspace instance.</p>
<div id="error" class="hidden mb-4 p-3 bg-red-500/10 border border-red-500/20 rounded-lg text-red-400 text-sm"></div>
<div id="success" class="hidden mb-4 p-3 bg-green-500/10 border border-green-500/20 rounded-lg text-green-400 text-sm"></div>
<form id="setupForm" class="space-y-5">
<div>
<label for="name" class="block text-sm font-medium text-[#94a3b8] mb-1.5">Full name</label>
<input type="text" id="name" name="name" required autofocus
class="w-full px-4 py-2.5 bg-[#0a1628] border border-white/[0.08] rounded-lg text-white placeholder-[#475569] focus:outline-none focus:border-[#c9a84c] focus:ring-1 focus:ring-[#c9a84c] transition">
</div>
<div>
<label for="email" class="block text-sm font-medium text-[#94a3b8] mb-1.5">Email</label>
<input type="email" id="email" name="email" required autocomplete="email"
class="w-full px-4 py-2.5 bg-[#0a1628] border border-white/[0.08] rounded-lg text-white placeholder-[#475569] focus:outline-none focus:border-[#c9a84c] focus:ring-1 focus:ring-[#c9a84c] transition">
</div>
<div>
<label for="password" class="block text-sm font-medium text-[#94a3b8] mb-1.5">Password</label>
<input type="password" id="password" name="password" required minlength="8" autocomplete="new-password"
class="w-full px-4 py-2.5 bg-[#0a1628] border border-white/[0.08] rounded-lg text-white placeholder-[#475569] focus:outline-none focus:border-[#c9a84c] focus:ring-1 focus:ring-[#c9a84c] transition">
<p class="text-xs text-[#475569] mt-1">Minimum 8 characters</p>
</div>
<button type="submit" id="submitBtn"
class="w-full py-2.5 bg-[#c9a84c] hover:bg-[#b8973f] text-[#0a1628] font-semibold rounded-lg transition disabled:opacity-50">
Create account
</button>
</form>
</div>
<p class="text-center text-[#475569] text-xs mt-8">&copy; 2026 Muskepo B.V. — Amsterdam</p>
</div>
<script>
document.getElementById('setupForm').addEventListener('submit', async (e) => {
e.preventDefault();
const btn = document.getElementById('submitBtn');
const errorEl = document.getElementById('error');
const successEl = document.getElementById('success');
btn.disabled = true;
btn.textContent = 'Creating...';
errorEl.classList.add('hidden');
successEl.classList.add('hidden');
try {
const res = await fetch('/api/setup', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
name: document.getElementById('name').value,
email: document.getElementById('email').value,
password: document.getElementById('password').value,
}),
});
const data = await res.json();
if (!res.ok) {
throw new Error(data.error || 'Setup failed');
}
successEl.textContent = 'Admin account created! Redirecting to login...';
successEl.classList.remove('hidden');
setTimeout(() => { window.location.href = '/app/login'; }, 1500);
} catch (err) {
errorEl.textContent = err.message;
errorEl.classList.remove('hidden');
btn.disabled = false;
btn.textContent = 'Create account';
}
});
</script>
</body>
</html>

1
website/dpa.html
View File

@ -352,6 +352,7 @@
<li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li> <li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li>
<li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li> <li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li>
<li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li> <li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li>
<li><a href="soc2.html" class="hover:text-white transition-colors">SOC 2</a></li>
</ul> </ul>
</div> </div>
<div> <div>

1
website/features.html
View File

@ -580,6 +580,7 @@
<li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li> <li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li>
<li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li> <li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li>
<li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li> <li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li>
<li><a href="soc2.html" class="hover:text-white transition-colors">SOC 2</a></li>
</ul> </ul>
</div> </div>
<div> <div>

1
website/index.html
View File

@ -546,6 +546,7 @@
<li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li> <li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li>
<li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li> <li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li>
<li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li> <li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li>
<li><a href="soc2.html" class="hover:text-white transition-colors">SOC 2</a></li>
</ul> </ul>
</div> </div>
<div> <div>

1
website/pricing.html
View File

@ -468,6 +468,7 @@
<li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li> <li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li>
<li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li> <li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li>
<li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li> <li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li>
<li><a href="soc2.html" class="hover:text-white transition-colors">SOC 2</a></li>
</ul> </ul>
</div> </div>
<div> <div>

1
website/privacy.html
View File

@ -291,6 +291,7 @@
<li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li> <li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li>
<li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li> <li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li>
<li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li> <li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li>
<li><a href="soc2.html" class="hover:text-white transition-colors">SOC 2</a></li>
</ul> </ul>
</div> </div>
<div> <div>

9
website/security.html
View File

@ -96,16 +96,16 @@
<section class="py-16 px-6 bg-navy-light border-b border-white/10"> <section class="py-16 px-6 bg-navy-light border-b border-white/10">
<div class="max-w-7xl mx-auto"> <div class="max-w-7xl mx-auto">
<div class="grid grid-cols-2 md:grid-cols-4 gap-8"> <div class="grid grid-cols-2 md:grid-cols-4 gap-8">
<div class="text-center"> <a href="soc2.html" class="text-center block hover:opacity-80 transition-opacity">
<div class="w-20 h-20 mx-auto mb-4 rounded-xl bg-navy border border-gold/30 flex items-center justify-center"> <div class="w-20 h-20 mx-auto mb-4 rounded-xl bg-navy border border-gold/30 flex items-center justify-center">
<svg viewBox="0 0 60 60" class="w-12 h-12" xmlns="http://www.w3.org/2000/svg"> <svg viewBox="0 0 60 60" class="w-12 h-12" xmlns="http://www.w3.org/2000/svg">
<path d="M30 5 L50 15 L50 30 C50 42 40 52 30 55 C20 52 10 42 10 30 L10 15 Z" fill="none" stroke="#C9A84C" stroke-width="2"/> <path d="M30 5 L50 15 L50 30 C50 42 40 52 30 55 C20 52 10 42 10 30 L10 15 Z" fill="none" stroke="#C9A84C" stroke-width="2"/>
<path d="M22 30 L27 35 L38 24" stroke="#C9A84C" stroke-width="3" fill="none" stroke-linecap="round" stroke-linejoin="round"/> <path d="M22 30 L27 35 L38 24" stroke="#C9A84C" stroke-width="3" fill="none" stroke-linecap="round" stroke-linejoin="round"/>
</svg> </svg>
</div> </div>
<h3 class="font-semibold text-white">SOC 2 Type II</h3> <h3 class="font-semibold text-white">SOC 2</h3>
<p class="text-sm text-gray-400 mt-1">Certified compliant</p> <p class="text-sm text-gray-400 mt-1">Self-Assessed · Type II in progress</p>
</div> </a>
<div class="text-center"> <div class="text-center">
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<!DOCTYPE html>
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<title>SOC 2 Compliance — Dealspace</title>
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<nav class="fixed top-0 left-0 right-0 z-50 bg-navy/95 backdrop-blur-sm border-b border-white/10">
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<div class="flex items-center justify-between">
<a href="index.html" class="flex items-center space-x-2">
<span class="text-2xl font-bold text-white">Deal<span class="text-gold">space</span></span>
</a>
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<a href="features.html" class="text-gray-300 hover:text-white transition-colors">Features</a>
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<a href="pricing.html" class="text-gray-300 hover:text-white transition-colors">Pricing</a>
<a href="#" class="text-gray-300 hover:text-white transition-colors">Sign In</a>
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<div class="max-w-4xl mx-auto text-center">
<div class="inline-block bg-yellow-500/20 text-yellow-400 text-sm font-medium px-4 py-2 rounded-full mb-6">
Self-Assessment · Type II Audit Planned Q4 2026
</div>
<h1 class="text-4xl md:text-5xl font-bold mb-6">
SOC 2 <span class="gradient-text">Compliance</span>
</h1>
<p class="text-xl text-gray-400 max-w-2xl mx-auto">
Dealspace has completed a comprehensive SOC 2 Type II self-assessment. We are preparing for formal audit certification in Q4 2026.
</p>
</div>
</section>
<!-- Disclaimer Banner -->
<section class="py-6 px-6 bg-yellow-500/10 border-b border-yellow-500/20">
<div class="max-w-4xl mx-auto text-center">
<p class="text-yellow-200">
<strong>Note:</strong> This is a self-assessment document. Formal SOC 2 Type II audit is planned for Q4 2026.
</p>
</div>
</section>
<!-- Overview -->
<section class="py-24 px-6">
<div class="max-w-7xl mx-auto">
<div class="grid lg:grid-cols-2 gap-16 items-center">
<div>
<div class="inline-block bg-gold/20 text-gold text-sm font-medium px-3 py-1 rounded-full mb-6">Overview</div>
<h2 class="text-3xl md:text-4xl font-bold mb-6">What is SOC 2?</h2>
<p class="text-gray-400 text-lg mb-6 leading-relaxed">
SOC 2 (System and Organization Controls 2) is an auditing framework developed by the AICPA that evaluates how organizations manage customer data based on five Trust Services Criteria.
</p>
<p class="text-gray-400 text-lg leading-relaxed">
For M&A platforms handling confidential deal data, SOC 2 compliance demonstrates a commitment to security, availability, and data protection that investment banks and advisors require.
</p>
</div>
<div class="bg-navy-light border border-white/10 rounded-xl p-8">
<h3 class="font-semibold text-white text-xl mb-6">Self-Assessment Summary</h3>
<div class="space-y-4">
<div class="flex justify-between items-center">
<span class="text-gray-300">Security (CC1-CC9)</span>
<div class="flex items-center">
<div class="w-32 h-2 bg-navy rounded-full mr-3">
<div class="w-[95%] h-full bg-green-500 rounded-full"></div>
</div>
<span class="text-green-400 font-medium">95%</span>
</div>
</div>
<div class="flex justify-between items-center">
<span class="text-gray-300">Availability (A1)</span>
<div class="flex items-center">
<div class="w-32 h-2 bg-navy rounded-full mr-3">
<div class="w-[95%] h-full bg-green-500 rounded-full"></div>
</div>
<span class="text-green-400 font-medium">95%</span>
</div>
</div>
<div class="flex justify-between items-center">
<span class="text-gray-300">Confidentiality (C1)</span>
<div class="flex items-center">
<div class="w-32 h-2 bg-navy rounded-full mr-3">
<div class="w-[98%] h-full bg-green-500 rounded-full"></div>
</div>
<span class="text-green-400 font-medium">98%</span>
</div>
</div>
<div class="flex justify-between items-center">
<span class="text-gray-300">Processing Integrity (PI1)</span>
<div class="flex items-center">
<div class="w-32 h-2 bg-navy rounded-full mr-3">
<div class="w-[95%] h-full bg-green-500 rounded-full"></div>
</div>
<span class="text-green-400 font-medium">95%</span>
</div>
</div>
<div class="flex justify-between items-center">
<span class="text-gray-300">Privacy (P1-P8)</span>
<div class="flex items-center">
<div class="w-32 h-2 bg-navy rounded-full mr-3">
<div class="w-[95%] h-full bg-green-500 rounded-full"></div>
</div>
<span class="text-green-400 font-medium">95%</span>
</div>
</div>
</div>
<div class="mt-6 pt-6 border-t border-white/10">
<p class="text-gray-400 text-sm">Assessment Date: February 28, 2026</p>
</div>
</div>
</div>
</div>
</section>
<!-- Scope -->
<section class="py-24 px-6 bg-navy-light">
<div class="max-w-7xl mx-auto">
<div class="text-center mb-16">
<div class="inline-block bg-gold/20 text-gold text-sm font-medium px-3 py-1 rounded-full mb-6">Scope</div>
<h2 class="text-3xl md:text-4xl font-bold mb-6">What's Covered</h2>
<p class="text-xl text-gray-400 max-w-3xl mx-auto">
Our SOC 2 assessment covers all aspects of the Dealspace platform and infrastructure.
</p>
</div>
<div class="grid md:grid-cols-3 gap-8">
<div class="bg-navy border border-white/10 rounded-xl p-8">
<div class="w-14 h-14 bg-slate/30 rounded-lg flex items-center justify-center mb-6">
<svg class="w-7 h-7 text-gold" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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</svg>
</div>
<h3 class="text-xl font-semibold mb-3">Infrastructure</h3>
<ul class="text-gray-400 space-y-2">
<li>• Production server (Zürich, Switzerland)</li>
<li>• Go application binary</li>
<li>• SQLite encrypted database</li>
<li>• Caddy reverse proxy</li>
</ul>
</div>
<div class="bg-navy border border-white/10 rounded-xl p-8">
<div class="w-14 h-14 bg-slate/30 rounded-lg flex items-center justify-center mb-6">
<svg class="w-7 h-7 text-gold" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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</svg>
</div>
<h3 class="text-xl font-semibold mb-3">Data Types</h3>
<ul class="text-gray-400 space-y-2">
<li>• M&A deal documents</li>
<li>• Financial data</li>
<li>• Transaction details</li>
<li>• Participant information</li>
</ul>
</div>
<div class="bg-navy border border-white/10 rounded-xl p-8">
<div class="w-14 h-14 bg-slate/30 rounded-lg flex items-center justify-center mb-6">
<svg class="w-7 h-7 text-gold" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4.354a4 4 0 110 5.292M15 21H3v-1a6 6 0 0112 0v1zm0 0h6v-1a6 6 0 00-9-5.197M13 7a4 4 0 11-8 0 4 4 0 018 0z"/>
</svg>
</div>
<h3 class="text-xl font-semibold mb-3">User Types</h3>
<ul class="text-gray-400 space-y-2">
<li>• Investment bank admins/members</li>
<li>• Seller organizations</li>
<li>• Buyer organizations</li>
<li>• Observers</li>
</ul>
</div>
</div>
</div>
</section>
<!-- Trust Services Criteria -->
<section class="py-24 px-6">
<div class="max-w-7xl mx-auto">
<div class="text-center mb-16">
<div class="inline-block bg-gold/20 text-gold text-sm font-medium px-3 py-1 rounded-full mb-6">Trust Services Criteria</div>
<h2 class="text-3xl md:text-4xl font-bold mb-6">The Five Pillars</h2>
<p class="text-xl text-gray-400 max-w-3xl mx-auto">
SOC 2 evaluates organizations against five Trust Services Criteria. Dealspace implements controls for all five.
</p>
</div>
<div class="space-y-8">
<!-- Security -->
<div class="bg-navy-light border border-white/10 rounded-xl p-8">
<div class="flex items-start">
<div class="w-14 h-14 bg-blue-500/20 rounded-lg flex items-center justify-center mr-6 flex-shrink-0">
<svg class="w-7 h-7 text-blue-400" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m5.618-4.016A11.955 11.955 0 0112 2.944a11.955 11.955 0 01-8.618 3.04A12.02 12.02 0 003 9c0 5.591 3.824 10.29 9 11.622 5.176-1.332 9-6.03 9-11.622 0-1.042-.133-2.052-.382-3.016z"/>
</svg>
</div>
<div class="flex-1">
<h3 class="text-xl font-semibold mb-3">Security (CC1-CC9)</h3>
<p class="text-gray-400 mb-4">Protection against unauthorized access, both physical and logical.</p>
<div class="grid md:grid-cols-2 gap-4">
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
FIPS 140-3 encryption (AES-256-GCM)
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Per-project key derivation (HKDF-SHA256)
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Role-based access control (RBAC)
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
MFA required for IB users
</div>
</div>
</div>
</div>
</div>
<!-- Availability -->
<div class="bg-navy-light border border-white/10 rounded-xl p-8">
<div class="flex items-start">
<div class="w-14 h-14 bg-green-500/20 rounded-lg flex items-center justify-center mr-6 flex-shrink-0">
<svg class="w-7 h-7 text-green-400" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 3v4M3 5h4M6 17v4m-2-2h4m5-16l2.286 6.857L21 12l-5.714 2.143L13 21l-2.286-6.857L5 12l5.714-2.143L13 3z"/>
</svg>
</div>
<div class="flex-1">
<h3 class="text-xl font-semibold mb-3">Availability (A1)</h3>
<p class="text-gray-400 mb-4">Systems are available for operation and use as committed.</p>
<div class="grid md:grid-cols-2 gap-4">
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
99.9% uptime SLA
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
4-hour recovery time objective
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Daily encrypted backups
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Swiss data center (Zürich)
</div>
</div>
</div>
</div>
</div>
<!-- Confidentiality -->
<div class="bg-navy-light border border-white/10 rounded-xl p-8">
<div class="flex items-start">
<div class="w-14 h-14 bg-purple-500/20 rounded-lg flex items-center justify-center mr-6 flex-shrink-0">
<svg class="w-7 h-7 text-purple-400" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 15v2m-6 4h12a2 2 0 002-2v-6a2 2 0 00-2-2H6a2 2 0 00-2 2v6a2 2 0 002 2zm10-10V7a4 4 0 00-8 0v4h8z"/>
</svg>
</div>
<div class="flex-1">
<h3 class="text-xl font-semibold mb-3">Confidentiality (C1)</h3>
<p class="text-gray-400 mb-4">Information designated as confidential is protected as committed.</p>
<div class="grid md:grid-cols-2 gap-4">
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
All deal data encrypted at rest
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Blind indexes for searchable encryption
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
TLS 1.3 for all connections
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Dynamic document watermarking
</div>
</div>
</div>
</div>
</div>
<!-- Processing Integrity -->
<div class="bg-navy-light border border-white/10 rounded-xl p-8">
<div class="flex items-start">
<div class="w-14 h-14 bg-orange-500/20 rounded-lg flex items-center justify-center mr-6 flex-shrink-0">
<svg class="w-7 h-7 text-orange-400" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2m-6 9l2 2 4-4"/>
</svg>
</div>
<div class="flex-1">
<h3 class="text-xl font-semibold mb-3">Processing Integrity (PI1)</h3>
<p class="text-gray-400 mb-4">System processing is complete, valid, accurate, timely, and authorized.</p>
<div class="grid md:grid-cols-2 gap-4">
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Input validation on all data
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Parameterized SQL queries
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
Optimistic locking (ETag)
</div>
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
ACID transaction compliance
</div>
</div>
</div>
</div>
</div>
<!-- Privacy -->
<div class="bg-navy-light border border-white/10 rounded-xl p-8">
<div class="flex items-start">
<div class="w-14 h-14 bg-pink-500/20 rounded-lg flex items-center justify-center mr-6 flex-shrink-0">
<svg class="w-7 h-7 text-pink-400" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M16 7a4 4 0 11-8 0 4 4 0 018 0zM12 14a7 7 0 00-7 7h14a7 7 0 00-7-7z"/>
</svg>
</div>
<div class="flex-1">
<h3 class="text-xl font-semibold mb-3">Privacy (P1-P8)</h3>
<p class="text-gray-400 mb-4">Personal information is collected, used, retained, and disclosed in conformity with commitments.</p>
<div class="grid md:grid-cols-2 gap-4">
<div class="flex items-center text-gray-300">
<svg class="w-5 h-5 text-green-400 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
</svg>
GDPR/FADP/CCPA compliant
</div>
<div class="flex items-center text-gray-300">
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Data export on request
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No third-party tracking
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No data sales
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Our SOC 2 program is supported by comprehensive policy documentation.
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<h3 class="font-semibold text-white group-hover:text-gold transition-colors">Self-Assessment Report</h3>
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<p class="text-gray-400 text-sm">Complete SOC 2 Type II self-assessment with control mappings</p>
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<h3 class="font-semibold text-white group-hover:text-gold transition-colors">Data Retention Policy</h3>
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<p class="text-gray-400 text-sm">Data retention periods and deletion procedures</p>
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<h4 class="font-semibold text-white">February 2026 — Self-Assessment Complete</h4>
<p class="text-gray-400">Comprehensive self-assessment against all five Trust Services Criteria completed. Policy documentation created.</p>
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<h4 class="font-semibold text-white">Q2 2026 — Gap Remediation</h4>
<p class="text-gray-400">Address recommended action items including backup restore testing and external penetration test.</p>
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<h4 class="font-semibold text-white">Q4 2026 — Formal SOC 2 Type II Audit</h4>
<p class="text-gray-400">Engage third-party auditor for formal SOC 2 Type II certification.</p>
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Contact our security team for detailed documentation or to discuss your compliance requirements.
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<li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li> <li><a href="privacy.html" class="hover:text-white transition-colors">Privacy Policy</a></li>
<li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li> <li><a href="terms.html" class="hover:text-white transition-colors">Terms of Service</a></li>
<li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li> <li><a href="dpa.html" class="hover:text-white transition-colors">DPA</a></li>
<li><a href="soc2.html" class="hover:text-white transition-colors">SOC 2</a></li>
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