Port diligence request model + CSV/XLSX import from old dealroom
- Add RequestData and WorkstreamData types to lib/types.go
- Add excelize/v2 dependency for XLSX parsing
- Add GET /api/projects/{projectID}/requests endpoint (lists requests grouped by section)
- Add POST /api/projects/{projectID}/requests/import endpoint with:
- Smart header detection (scans first 12 rows for keyword matches)
- CSV and XLSX support (detects by extension + magic bytes)
- Priority mapping (high/critical/urgent→high, low/nice/optional→low)
- Mode: add or replace existing requests
- Optional section_filter parameter
- Optional create_workstreams=true to create workstreams from sections
- Update project.html template:
- Requests tab calls /api/projects/{id}/requests
- Results grouped by section with collapsible headers
- Shows item_number, title, priority badge (colored dot), status badge
- Import button opens modal with file upload, mode selector, options
This commit is contained in:
James
parent
e6a68822c2
commit
45ee8d0e4b
471
api/handlers.go
471
api/handlers.go
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@ -1,6 +1,9 @@
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package api
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import (
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"bufio"
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"bytes"
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"encoding/csv"
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"crypto/rand"
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"encoding/hex"
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"encoding/json"
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@ -17,6 +20,7 @@ import (
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"github.com/go-chi/chi/v5"
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"github.com/google/uuid"
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"github.com/mish/dealspace/lib"
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"github.com/xuri/excelize/v2"
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)
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// Handlers holds dependencies for HTTP handlers.
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@ -1558,3 +1562,470 @@ func (h *Handlers) DeleteDealOrg(w http.ResponseWriter, r *http.Request) {
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func (h *Handlers) ServeAppOrgs(w http.ResponseWriter, r *http.Request) {
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h.serveTemplate(w, "app/orgs.html", nil)
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}
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// ---------------------------------------------------------------------------
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// Request Import/List API endpoints
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// ---------------------------------------------------------------------------
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// ListRequests handles GET /api/projects/{projectID}/requests
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// Returns all request entries for a project, sorted by section + item_number
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func (h *Handlers) ListRequests(w http.ResponseWriter, r *http.Request) {
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actorID := UserIDFromContext(r.Context())
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projectID := chi.URLParam(r, "projectID")
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if err := lib.CheckAccessRead(h.DB, actorID, projectID, ""); err != nil {
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ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
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return
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}
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// Get all request entries for this project
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rows, err := h.DB.Conn.Query(
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`SELECT entry_id, project_id, parent_id, type, depth,
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search_key, search_key2, summary, data, stage,
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assignee_id, return_to_id, origin_id,
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version, deleted_at, deleted_by, key_version,
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created_at, updated_at, created_by
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FROM entries WHERE project_id = ? AND type = 'request' AND deleted_at IS NULL
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ORDER BY created_at ASC`, projectID,
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)
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if err != nil {
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ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to list requests")
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return
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}
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defer rows.Close()
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projectKey, _ := lib.DeriveProjectKey(h.Cfg.MasterKey, projectID)
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type RequestItem struct {
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EntryID string `json:"entry_id"`
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ProjectID string `json:"project_id"`
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Section string `json:"section"`
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ItemNumber string `json:"item_number"`
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Title string `json:"title"`
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Priority string `json:"priority"`
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Status string `json:"status"`
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CreatedAt int64 `json:"created_at"`
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Data lib.RequestData `json:"data"`
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}
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var requests []RequestItem
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for rows.Next() {
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var e lib.Entry
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err := rows.Scan(
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&e.EntryID, &e.ProjectID, &e.ParentID, &e.Type, &e.Depth,
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&e.SearchKey, &e.SearchKey2, &e.Summary, &e.Data, &e.Stage,
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&e.AssigneeID, &e.ReturnToID, &e.OriginID,
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&e.Version, &e.DeletedAt, &e.DeletedBy, &e.KeyVersion,
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&e.CreatedAt, &e.UpdatedAt, &e.CreatedBy,
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)
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if err != nil {
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continue
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}
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item := RequestItem{
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EntryID: e.EntryID,
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ProjectID: e.ProjectID,
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CreatedAt: e.CreatedAt,
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}
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// Decrypt data
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if len(e.Data) > 0 {
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dataText, err := lib.Unpack(projectKey, e.Data)
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if err == nil {
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var reqData lib.RequestData
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if json.Unmarshal([]byte(dataText), &reqData) == nil {
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item.Section = reqData.Section
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item.ItemNumber = reqData.ItemNumber
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item.Title = reqData.Title
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item.Priority = reqData.Priority
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item.Status = reqData.Status
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item.Data = reqData
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}
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}
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}
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requests = append(requests, item)
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}
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// Sort by section, then item_number
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// (already sorted by created_at from query, which preserves import order)
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if requests == nil {
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requests = []RequestItem{}
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}
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JSONResponse(w, http.StatusOK, requests)
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}
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// ImportRequests handles POST /api/projects/{projectID}/requests/import
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// Accepts multipart form with CSV/XLSX file, mode (add/replace), section_filter, create_workstreams
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func (h *Handlers) ImportRequests(w http.ResponseWriter, r *http.Request) {
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actorID := UserIDFromContext(r.Context())
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projectID := chi.URLParam(r, "projectID")
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if err := lib.CheckAccessWrite(h.DB, actorID, projectID, ""); err != nil {
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ErrorResponse(w, http.StatusForbidden, "access_denied", "Access denied")
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return
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}
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// Parse multipart form (max 20MB)
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if err := r.ParseMultipartForm(20 << 20); err != nil {
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ErrorResponse(w, http.StatusBadRequest, "invalid_form", "Failed to parse form data")
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return
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}
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file, header, err := r.FormFile("file")
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if err != nil {
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ErrorResponse(w, http.StatusBadRequest, "missing_file", "File is required")
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return
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}
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defer file.Close()
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mode := r.FormValue("mode")
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if mode == "" {
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mode = "add"
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}
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sectionFilter := r.FormValue("section_filter")
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createWorkstreams := r.FormValue("create_workstreams") == "true"
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// Read file into memory
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raw, err := io.ReadAll(file)
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if err != nil {
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ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to read file")
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return
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}
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// Detect file type by extension or magic bytes
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fname := strings.ToLower(header.Filename)
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isXLSX := strings.HasSuffix(fname, ".xlsx") || strings.HasSuffix(fname, ".xls") ||
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(len(raw) >= 2 && raw[0] == 'P' && raw[1] == 'K')
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var rows [][]string
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if isXLSX {
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xf, err := excelize.OpenReader(bytes.NewReader(raw))
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if err != nil {
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ErrorResponse(w, http.StatusBadRequest, "invalid_xlsx", "Failed to parse XLSX: "+err.Error())
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return
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}
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sheetName := xf.GetSheetName(0)
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xlRows, err := xf.GetRows(sheetName)
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if err != nil {
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ErrorResponse(w, http.StatusBadRequest, "invalid_xlsx", "Failed to read sheet: "+err.Error())
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return
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}
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rows = xlRows
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} else {
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reader := csv.NewReader(bufio.NewReader(bytes.NewReader(raw)))
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reader.FieldsPerRecord = -1
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reader.TrimLeadingSpace = true
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csvRows, err := reader.ReadAll()
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if err != nil {
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ErrorResponse(w, http.StatusBadRequest, "invalid_csv", "Failed to parse CSV: "+err.Error())
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return
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}
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rows = csvRows
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}
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// Log first 12 rows for debugging
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for ri, row := range rows {
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if ri >= 12 {
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break
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}
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log.Printf("[import-debug] row %d: %v", ri, row)
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}
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// Smart header detection: scan first 12 rows for keyword matches
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idxSection := -1
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idxItem := -1
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idxDesc := -1
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idxPriority := -1
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headerRowIdx := 0
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bestScore := 0
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for ri, record := range rows {
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if ri >= 12 {
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break
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}
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score := 0
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tmpSection, tmpItem, tmpDesc, tmpPri := -1, -1, -1, -1
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for ci, cell := range record {
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h := strings.ToLower(strings.TrimSpace(cell))
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if h == "" {
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continue
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}
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if containsAny(h, "section", "category", "topic", "area", "phase", "workstream") {
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tmpSection = ci
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score += 3
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} else if containsAny(h, "description", "request", "document", "information requested", "detail") {
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tmpDesc = ci
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score += 3
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} else if containsAny(h, "priority", "urgency", "importance", "criticality") {
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tmpPri = ci
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score += 2
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} else if h == "#" || h == "no." || h == "no" || h == "item #" || h == "item#" ||
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containsAny(h, "item no", "ref no", "ref #") {
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tmpItem = ci
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score += 2
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}
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}
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if score > bestScore {
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bestScore = score
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headerRowIdx = ri
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if tmpSection >= 0 {
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idxSection = tmpSection
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}
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if tmpItem >= 0 {
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idxItem = tmpItem
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}
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if tmpDesc >= 0 {
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idxDesc = tmpDesc
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}
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if tmpPri >= 0 {
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idxPriority = tmpPri
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}
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}
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}
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// Fall back to positional if no header found
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if bestScore < 2 {
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headerRowIdx = 0
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idxSection = 0
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idxItem = 1
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idxDesc = 2
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}
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// If desc still not found, pick column with longest average text
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if idxDesc < 0 && len(rows) > headerRowIdx+1 {
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maxLen := 0
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for ci := range rows[headerRowIdx] {
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total := 0
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count := 0
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for ri := headerRowIdx + 1; ri < len(rows) && ri < headerRowIdx+20; ri++ {
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if ci < len(rows[ri]) {
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total += len(strings.TrimSpace(rows[ri][ci]))
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count++
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}
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}
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avg := 0
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if count > 0 {
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avg = total / count
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}
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if avg > maxLen && ci != idxSection && ci != idxItem {
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maxLen = avg
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idxDesc = ci
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}
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}
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}
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log.Printf("[import-debug] header at row %d (score=%d) | section=%d item=%d desc=%d priority=%d",
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headerRowIdx, bestScore, idxSection, idxItem, idxDesc, idxPriority)
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// Parse rows into request items
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type reqRow struct {
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section, itemNumber, description, priority string
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}
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var items []reqRow
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sections := make(map[string]bool)
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for ri, record := range rows {
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if ri <= headerRowIdx {
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continue
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}
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if len(record) == 0 {
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continue
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}
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// Skip blank rows
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allBlank := true
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for _, c := range record {
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if strings.TrimSpace(c) != "" {
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allBlank = false
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break
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}
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}
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if allBlank {
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continue
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}
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get := func(idx int) string {
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if idx >= 0 && idx < len(record) {
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return strings.TrimSpace(record[idx])
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}
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return ""
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}
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desc := get(idxDesc)
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if desc == "" {
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continue
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}
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section := get(idxSection)
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if sectionFilter != "" && !strings.EqualFold(section, sectionFilter) {
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continue
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}
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priority := "medium"
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if idxPriority >= 0 {
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p := strings.ToLower(get(idxPriority))
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switch {
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case strings.Contains(p, "high") || strings.Contains(p, "critical") || strings.Contains(p, "urgent"):
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priority = "high"
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case strings.Contains(p, "low") || strings.Contains(p, "nice") || strings.Contains(p, "optional"):
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priority = "low"
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}
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}
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items = append(items, reqRow{
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section: section,
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itemNumber: get(idxItem),
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description: desc,
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priority: priority,
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})
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sections[section] = true
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}
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if len(items) == 0 {
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ErrorResponse(w, http.StatusBadRequest, "no_items", "No valid items found in file")
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return
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}
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// Handle replace mode: delete existing requests
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if mode == "replace" {
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_, err := h.DB.Conn.Exec(
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`UPDATE entries SET deleted_at = ?, deleted_by = ?
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WHERE project_id = ? AND type = 'request' AND deleted_at IS NULL`,
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time.Now().UnixMilli(), actorID, projectID,
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)
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if err != nil {
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log.Printf("Failed to delete existing requests: %v", err)
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}
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}
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// Insert request entries
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projectKey, err := lib.DeriveProjectKey(h.Cfg.MasterKey, projectID)
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if err != nil {
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ErrorResponse(w, http.StatusInternalServerError, "internal", "Key derivation failed")
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return
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}
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now := time.Now().UnixMilli()
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imported := 0
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skipped := 0
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for _, item := range items {
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entryID := uuid.New().String()
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// Build summary (first 120 chars of title/description)
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summary := item.description
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if len(summary) > 120 {
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summary = summary[:120]
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}
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// Build request data
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reqData := lib.RequestData{
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Title: item.description,
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ItemNumber: item.itemNumber,
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Section: item.section,
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Description: item.description,
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Priority: item.priority,
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Status: "open",
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}
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dataJSON, _ := json.Marshal(reqData)
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// Pack encrypted fields
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summaryPacked, err := lib.Pack(projectKey, summary)
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if err != nil {
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skipped++
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continue
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}
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dataPacked, err := lib.Pack(projectKey, string(dataJSON))
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if err != nil {
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skipped++
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continue
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}
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// Insert entry
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_, err = h.DB.Conn.Exec(
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`INSERT INTO entries (entry_id, project_id, parent_id, type, depth,
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search_key, search_key2, summary, data, stage,
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assignee_id, return_to_id, origin_id,
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version, deleted_at, deleted_by, key_version,
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created_at, updated_at, created_by)
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VALUES (?,?,?,?,?, ?,?,?,?,?, ?,?,?, ?,?,?,?, ?,?,?)`,
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entryID, projectID, projectID, lib.TypeRequest, 1,
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nil, nil, summaryPacked, dataPacked, lib.StagePreDataroom,
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"", "", "",
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1, nil, nil, 1,
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now, now, actorID,
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)
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if err != nil {
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log.Printf("Failed to insert request: %v", err)
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skipped++
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continue
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}
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imported++
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}
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// Create workstreams if requested
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if createWorkstreams {
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for section := range sections {
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if section == "" {
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continue
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}
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// Check if workstream already exists
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var count int
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h.DB.Conn.QueryRow(
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`SELECT COUNT(*) FROM entries WHERE project_id = ? AND type = 'workstream' AND deleted_at IS NULL`,
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projectID,
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).Scan(&count)
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// Create workstream entry
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wsID := uuid.New().String()
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wsData := lib.WorkstreamData{Name: section, Description: ""}
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wsDataJSON, _ := json.Marshal(wsData)
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wsSummaryPacked, _ := lib.Pack(projectKey, section)
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wsDataPacked, _ := lib.Pack(projectKey, string(wsDataJSON))
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h.DB.Conn.Exec(
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`INSERT INTO entries (entry_id, project_id, parent_id, type, depth,
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search_key, search_key2, summary, data, stage,
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assignee_id, return_to_id, origin_id,
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version, deleted_at, deleted_by, key_version,
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created_at, updated_at, created_by)
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VALUES (?,?,?,?,?, ?,?,?,?,?, ?,?,?, ?,?,?,?, ?,?,?)`,
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wsID, projectID, projectID, lib.TypeWorkstream, 1,
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nil, nil, wsSummaryPacked, wsDataPacked, lib.StagePreDataroom,
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"", "", "",
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1, nil, nil, 1,
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now, now, actorID,
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)
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}
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}
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|
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// Build sections list
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sectionList := make([]string, 0, len(sections))
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for s := range sections {
|
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if s != "" {
|
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sectionList = append(sectionList, s)
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}
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}
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log.Printf("[import] total rows: %d, header row: %d, imported: %d, skipped: %d, sections: %v",
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len(rows), headerRowIdx, imported, skipped, sectionList)
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JSONResponse(w, http.StatusOK, map[string]any{
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"imported": imported,
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"skipped": skipped,
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"sections": sectionList,
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})
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}
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// containsAny checks if s contains any of the given substrings
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func containsAny(s string, subs ...string) bool {
|
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for _, sub := range subs {
|
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if strings.Contains(s, sub) {
|
||||
return true
|
||||
}
|
||||
}
|
||||
return false
|
||||
}
|
||||
|
|
|
|||
|
|
@ -60,7 +60,11 @@ func NewRouter(db *lib.DB, cfg *lib.Config, store lib.ObjectStore, websiteFS fs.
|
|||
// Task inbox (per-project)
|
||||
r.Get("/projects/{projectID}/tasks", h.GetMyTasks)
|
||||
|
||||
// Requests
|
||||
// Requests (list and import)
|
||||
r.Get("/projects/{projectID}/requests", h.ListRequests)
|
||||
r.Post("/projects/{projectID}/requests/import", h.ImportRequests)
|
||||
|
||||
// Request detail
|
||||
r.Get("/requests/{requestID}", h.GetRequestDetail)
|
||||
|
||||
// File upload/download
|
||||
|
|
|
|||
11
go.mod
11
go.mod
|
|
@ -8,7 +8,7 @@ require (
|
|||
github.com/klauspost/compress v1.18.0
|
||||
github.com/mattn/go-sqlite3 v1.14.24
|
||||
github.com/pdfcpu/pdfcpu v0.11.1
|
||||
golang.org/x/crypto v0.43.0
|
||||
golang.org/x/crypto v0.48.0
|
||||
)
|
||||
|
||||
require (
|
||||
|
|
@ -18,7 +18,14 @@ require (
|
|||
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
|
||||
github.com/richardlehane/mscfb v1.0.6 // indirect
|
||||
github.com/richardlehane/msoleps v1.0.6 // indirect
|
||||
github.com/tiendc/go-deepcopy v1.7.2 // indirect
|
||||
github.com/xuri/efp v0.0.1 // indirect
|
||||
github.com/xuri/excelize/v2 v2.10.1 // indirect
|
||||
github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 // indirect
|
||||
golang.org/x/image v0.32.0 // indirect
|
||||
golang.org/x/text v0.30.0 // indirect
|
||||
golang.org/x/net v0.50.0 // indirect
|
||||
golang.org/x/text v0.34.0 // indirect
|
||||
gopkg.in/yaml.v2 v2.4.0 // indirect
|
||||
)
|
||||
|
|
|
|||
18
go.sum
18
go.sum
|
|
@ -20,12 +20,30 @@ github.com/pdfcpu/pdfcpu v0.11.1 h1:htHBSkGH5jMKWC6e0sihBFbcKZ8vG1M67c8/dJxhjas=
|
|||
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=
|
||||
github.com/richardlehane/mscfb v1.0.6 h1:eN3bvvZCp00bs7Zf52bxNwAx5lJDBK1tCuH19qq5aC8=
|
||||
github.com/richardlehane/mscfb v1.0.6/go.mod h1:pe0+IUIc0AHh0+teNzBlJCtSyZdFOGgV4ZK9bsoV+Jo=
|
||||
github.com/richardlehane/msoleps v1.0.6 h1:9BvkpjvD+iUBalUY4esMwv6uBkfOip/Lzvd93jvR9gg=
|
||||
github.com/richardlehane/msoleps v1.0.6/go.mod h1:BWev5JBpU9Ko2WAgmZEuiz4/u3ZYTKbjLycmwiWUfWg=
|
||||
github.com/tiendc/go-deepcopy v1.7.2 h1:Ut2yYR7W9tWjTQitganoIue4UGxZwCcJy3orjrrIj44=
|
||||
github.com/tiendc/go-deepcopy v1.7.2/go.mod h1:4bKjNC2r7boYOkD2IOuZpYjmlDdzjbpTRyCx+goBCJQ=
|
||||
github.com/xuri/efp v0.0.1 h1:fws5Rv3myXyYni8uwj2qKjVaRP30PdjeYe2Y6FDsCL8=
|
||||
github.com/xuri/efp v0.0.1/go.mod h1:ybY/Jr0T0GTCnYjKqmdwxyxn2BQf2RcQIIvex5QldPI=
|
||||
github.com/xuri/excelize/v2 v2.10.1 h1:V62UlqopMqha3kOpnlHy2CcRVw1V8E63jFoWUmMzxN0=
|
||||
github.com/xuri/excelize/v2 v2.10.1/go.mod h1:iG5tARpgaEeIhTqt3/fgXCGoBRt4hNXgCp3tfXKoOIc=
|
||||
github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 h1:+C0TIdyyYmzadGaL/HBLbf3WdLgC29pgyhTjAT/0nuE=
|
||||
github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9/go.mod h1:WwHg+CVyzlv/TX9xqBFXEZAuxOPxn2k1GNHwG41IIUQ=
|
||||
golang.org/x/crypto v0.43.0 h1:dduJYIi3A3KOfdGOHX8AVZ/jGiyPa3IbBozJ5kNuE04=
|
||||
golang.org/x/crypto v0.43.0/go.mod h1:BFbav4mRNlXJL4wNeejLpWxB7wMbc79PdRGhWKncxR0=
|
||||
golang.org/x/crypto v0.48.0 h1:/VRzVqiRSggnhY7gNRxPauEQ5Drw9haKdM0jqfcCFts=
|
||||
golang.org/x/crypto v0.48.0/go.mod h1:r0kV5h3qnFPlQnBSrULhlsRfryS2pmewsg+XfMgkVos=
|
||||
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/net v0.50.0 h1:ucWh9eiCGyDR3vtzso0WMQinm2Dnt8cFMuQa9K33J60=
|
||||
golang.org/x/net v0.50.0/go.mod h1:UgoSli3F/pBgdJBHCTc+tp3gmrU4XswgGRgtnwWTfyM=
|
||||
golang.org/x/text v0.30.0 h1:yznKA/E9zq54KzlzBEAWn1NXSQ8DIp/NYMy88xJjl4k=
|
||||
golang.org/x/text v0.30.0/go.mod h1:yDdHFIX9t+tORqspjENWgzaCVXgk0yYnYuSZ8UzzBVM=
|
||||
golang.org/x/text v0.34.0 h1:oL/Qq0Kdaqxa1KbNeMKwQq0reLCCaFtqu2eNuSeNHbk=
|
||||
golang.org/x/text v0.34.0/go.mod h1:homfLqTYRFyVYemLBFl5GgL/DWEiH5wcsQ5gSh1yziA=
|
||||
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=
|
||||
|
|
|
|||
24
lib/types.go
24
lib/types.go
|
|
@ -230,3 +230,27 @@ type Config struct {
|
|||
Mailer *Mailer
|
||||
BackdoorCode string // OTP backdoor for dev/testing
|
||||
}
|
||||
|
||||
// RequestData is the JSON structure packed into a request entry's Data field.
|
||||
// Represents a diligence request item imported from CSV/XLSX.
|
||||
type RequestData struct {
|
||||
Title string `json:"title"` // human-readable description
|
||||
ItemNumber string `json:"item_number"` // e.g. "1.3", "A-12"
|
||||
Section string `json:"section"` // e.g. "Financial", "Legal"
|
||||
Description string `json:"description"` // full detail / context
|
||||
Priority string `json:"priority"` // high | medium | low
|
||||
Status string `json:"status"` // open | in_progress | answered | not_applicable
|
||||
AssigneeID string `json:"assignee_id,omitempty"`
|
||||
AssigneeName string `json:"assignee_name,omitempty"`
|
||||
DueDate string `json:"due_date,omitempty"` // YYYY-MM-DD
|
||||
BuyerComment string `json:"buyer_comment,omitempty"`
|
||||
SellerComment string `json:"seller_comment,omitempty"`
|
||||
Tags []string `json:"tags,omitempty"`
|
||||
LinkedEntryIDs []string `json:"linked_entry_ids,omitempty"` // linked answer/file entries
|
||||
}
|
||||
|
||||
// WorkstreamData is the JSON structure packed into a workstream entry's Data field.
|
||||
type WorkstreamData struct {
|
||||
Name string `json:"name"`
|
||||
Description string `json:"description,omitempty"`
|
||||
}
|
||||
|
|
|
|||
|
|
@ -11,6 +11,15 @@
|
|||
.tab.active { color: #c9a84c; border-bottom: 2px solid #c9a84c; }
|
||||
.tab { border-bottom: 2px solid transparent; }
|
||||
.req-row:hover { background: rgba(255,255,255,0.03); }
|
||||
.section-header { cursor: pointer; user-select: none; }
|
||||
.section-header:hover { background: rgba(255,255,255,0.02); }
|
||||
.priority-high { background: #ef444420; color: #f87171; }
|
||||
.priority-medium { background: #f59e0b20; color: #fbbf24; }
|
||||
.priority-low { background: #22c55e20; color: #4ade80; }
|
||||
.status-open { background: #3b82f620; color: #60a5fa; }
|
||||
.status-in_progress { background: #f59e0b20; color: #fbbf24; }
|
||||
.status-answered { background: #22c55e20; color: #4ade80; }
|
||||
.status-not_applicable { background: #6b728020; color: #9ca3af; }
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
|
|
@ -46,7 +55,6 @@
|
|||
</div>
|
||||
</nav>
|
||||
<main class="flex-1 p-8 max-w-6xl">
|
||||
<!-- Header -->
|
||||
<div class="flex items-start justify-between mb-6">
|
||||
<div>
|
||||
<div class="flex items-center gap-3 mb-1">
|
||||
|
|
@ -55,27 +63,28 @@
|
|||
</div>
|
||||
<p id="projectDesc" class="text-[#94a3b8] text-sm"></p>
|
||||
</div>
|
||||
<div class="flex gap-2">
|
||||
<button id="importBtn" onclick="openImportModal()" class="px-4 py-2 bg-white/[0.05] hover:bg-white/[0.08] text-white rounded-lg text-sm transition flex items-center gap-2">
|
||||
<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="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-8l-4-4m0 0L8 8m4-4v12"/></svg>
|
||||
Import
|
||||
</button>
|
||||
<button id="newRequestBtn" class="px-4 py-2 bg-[#c9a84c] hover:bg-[#b8973f] text-[#0a1628] font-semibold rounded-lg text-sm transition">+ New Request</button>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
</div>
|
||||
<div class="flex gap-6 border-b border-white/[0.08] mb-6">
|
||||
<button class="tab active pb-3 text-sm font-medium transition" onclick="switchTab('requests', this)">Requests</button>
|
||||
<button class="tab pb-3 text-sm font-medium text-[#94a3b8] transition" onclick="switchTab('orgs', this)">Organizations</button>
|
||||
<button class="tab pb-3 text-sm font-medium text-[#94a3b8] transition" onclick="switchTab('team', this)">Team</button>
|
||||
</div>
|
||||
|
||||
<!-- Requests Tab -->
|
||||
<div id="tab-requests">
|
||||
<div id="requestList" class="space-y-2"><div class="text-[#94a3b8] text-sm">Loading requests...</div></div>
|
||||
<div id="requestList" class="space-y-4"><div class="text-[#94a3b8] text-sm">Loading requests...</div></div>
|
||||
<div id="requestEmpty" class="hidden text-center py-16">
|
||||
<div class="text-4xl mb-3">📋</div>
|
||||
<h3 class="text-lg font-semibold text-white mb-1">No requests yet</h3>
|
||||
<p class="text-[#94a3b8] text-sm">Create the first data request for this deal.</p>
|
||||
<p class="text-[#94a3b8] text-sm mb-4">Import a diligence checklist or create requests manually.</p>
|
||||
<button onclick="openImportModal()" class="px-4 py-2 bg-[#c9a84c] hover:bg-[#b8973f] text-[#0a1628] font-semibold rounded-lg text-sm transition">Import Checklist</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Orgs Tab -->
|
||||
<div id="tab-orgs" class="hidden">
|
||||
<div class="flex justify-between items-center mb-4">
|
||||
<p class="text-[#94a3b8] text-sm">Organizations participating in this deal.</p>
|
||||
|
|
@ -83,8 +92,6 @@
|
|||
</div>
|
||||
<div id="orgList" class="space-y-3"><div class="text-[#94a3b8] text-sm">Loading...</div></div>
|
||||
</div>
|
||||
|
||||
<!-- Team Tab -->
|
||||
<div id="tab-team" class="hidden">
|
||||
<div class="flex justify-between items-center mb-4">
|
||||
<p class="text-[#94a3b8] text-sm">People with access to this deal.</p>
|
||||
|
|
@ -94,7 +101,38 @@
|
|||
</div>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<div id="importModal" class="hidden fixed inset-0 bg-black/60 flex items-center justify-center z-50">
|
||||
<div class="bg-[#0d1f3c] rounded-2xl p-6 w-full max-w-md border border-white/[0.08]">
|
||||
<h2 class="text-lg font-semibold text-white mb-4">Import Diligence Checklist</h2>
|
||||
<form id="importForm" enctype="multipart/form-data">
|
||||
<div class="mb-4">
|
||||
<label class="block text-sm text-[#94a3b8] mb-1.5">File (CSV or XLSX)</label>
|
||||
<input type="file" id="importFile" name="file" accept=".csv,.xlsx,.xls" required class="w-full px-3 py-2 bg-white/[0.05] border border-white/[0.08] rounded-lg text-white text-sm focus:outline-none focus:border-[#c9a84c]">
|
||||
</div>
|
||||
<div class="mb-4">
|
||||
<label class="block text-sm text-[#94a3b8] mb-1.5">Import Mode</label>
|
||||
<select id="importMode" name="mode" class="w-full px-3 py-2 bg-white/[0.05] border border-white/[0.08] rounded-lg text-white text-sm focus:outline-none focus:border-[#c9a84c]">
|
||||
<option value="add">Add to existing requests</option>
|
||||
<option value="replace">Replace all requests</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-4">
|
||||
<label class="block text-sm text-[#94a3b8] mb-1.5">Section Filter (optional)</label>
|
||||
<input type="text" id="sectionFilter" name="section_filter" placeholder="e.g. Financial" class="w-full px-3 py-2 bg-white/[0.05] border border-white/[0.08] rounded-lg text-white text-sm focus:outline-none focus:border-[#c9a84c] placeholder:text-[#64748b]">
|
||||
</div>
|
||||
<div class="mb-6">
|
||||
<label class="flex items-center gap-2 cursor-pointer">
|
||||
<input type="checkbox" id="createWorkstreams" name="create_workstreams" class="rounded border-white/[0.2]">
|
||||
<span class="text-sm text-[#94a3b8]">Create workstreams from sections</span>
|
||||
</label>
|
||||
</div>
|
||||
<div class="flex gap-3">
|
||||
<button type="button" onclick="closeImportModal()" class="flex-1 px-4 py-2 bg-white/[0.05] hover:bg-white/[0.08] text-white rounded-lg text-sm transition">Cancel</button>
|
||||
<button type="submit" id="importSubmitBtn" class="flex-1 px-4 py-2 bg-[#c9a84c] hover:bg-[#b8973f] text-[#0a1628] font-semibold rounded-lg text-sm transition">Import</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
<script>
|
||||
const token = localStorage.getItem('ds_token');
|
||||
if (!token) window.location.href = '/app/login';
|
||||
|
|
@ -102,25 +140,25 @@
|
|||
const projectID = location.pathname.split('/').pop();
|
||||
document.getElementById('userName').textContent = user.name || user.email || '';
|
||||
if (user.is_super_admin) document.getElementById('adminLinks').classList.remove('hidden');
|
||||
|
||||
function fetchAPI(path, opts = {}) {
|
||||
opts.headers = { ...opts.headers, 'Authorization': 'Bearer ' + token, 'Content-Type': 'application/json' };
|
||||
opts.headers = { ...opts.headers, 'Authorization': 'Bearer ' + token };
|
||||
if (!(opts.body instanceof FormData)) opts.headers['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.clear(); window.location.href = '/app/login'; }); }
|
||||
function parseData(t) { try { return JSON.parse(t); } catch { return {}; } }
|
||||
function escHtml(s) { const d = document.createElement('div'); d.textContent = s; return d.innerHTML; }
|
||||
|
||||
const statusColors = { active: 'bg-green-500/20 text-green-300', draft: 'bg-gray-500/20 text-gray-300', closed: 'bg-red-500/20 text-red-300' };
|
||||
const roleColors = { seller: 'bg-blue-500/20 text-blue-300', buyer: 'bg-green-500/20 text-green-300', ib: 'bg-[#c9a84c]/20 text-[#c9a84c]', advisor: 'bg-purple-500/20 text-purple-300' };
|
||||
|
||||
const expandedSections = new Set();
|
||||
async function loadProject() {
|
||||
try {
|
||||
const res = await fetchAPI('/api/projects/' + projectID);
|
||||
const res = await fetchAPI('/api/projects/' + projectID + '/detail');
|
||||
if (!res.ok) { document.getElementById('projectTitle').textContent = 'Not found'; return; }
|
||||
const p = await res.json();
|
||||
const d = parseData(p.data_text);
|
||||
const name = d.name || p.summary || 'Untitled';
|
||||
const proj = p.project;
|
||||
const d = parseData(proj.data_text);
|
||||
const name = d.name || proj.summary || 'Untitled';
|
||||
document.title = name + ' — Dealspace';
|
||||
document.getElementById('projectName').textContent = name;
|
||||
document.getElementById('projectTitle').textContent = name;
|
||||
|
|
@ -129,91 +167,84 @@
|
|||
const sc = statusColors[status] || 'bg-gray-500/20 text-gray-300';
|
||||
document.getElementById('projectStatus').className = 'px-2.5 py-0.5 rounded-full text-xs font-medium capitalize ' + sc;
|
||||
document.getElementById('projectStatus').textContent = status;
|
||||
} catch(e) {}
|
||||
} catch(e) { console.error(e); }
|
||||
}
|
||||
|
||||
async function loadRequests() {
|
||||
try {
|
||||
const res = await fetchAPI('/api/projects/' + projectID + '/entries?type=request');
|
||||
const res = await fetchAPI('/api/projects/' + projectID + '/requests');
|
||||
const items = await res.json();
|
||||
const list = document.getElementById('requestList');
|
||||
if (!items || items.length === 0) { list.classList.add('hidden'); document.getElementById('requestEmpty').classList.remove('hidden'); return; }
|
||||
list.innerHTML = items.map(r => {
|
||||
const d = parseData(r.data_text);
|
||||
return `<a href="/app/requests/${r.entry_id}" class="req-row flex items-center gap-4 px-5 py-4 rounded-xl border border-white/[0.08] transition cursor-pointer">
|
||||
<div class="flex-1 min-w-0">
|
||||
<div class="flex items-center gap-2 mb-0.5">
|
||||
${d.ref ? `<span class="text-xs font-mono text-[#94a3b8]">${escHtml(d.ref)}</span>` : ''}
|
||||
<span class="text-white font-medium truncate">${escHtml(d.title || r.summary || 'Untitled')}</span>
|
||||
</div>
|
||||
${d.description ? `<p class="text-[#94a3b8] text-xs truncate">${escHtml(d.description)}</p>` : ''}
|
||||
</div>
|
||||
<span class="shrink-0 px-2.5 py-0.5 rounded-full text-xs font-medium capitalize ${d.status === 'open' ? 'bg-yellow-500/20 text-yellow-300' : d.status === 'answered' ? 'bg-green-500/20 text-green-300' : 'bg-gray-500/20 text-gray-300'}">${d.status || 'open'}</span>
|
||||
</a>`;
|
||||
list.classList.remove('hidden'); document.getElementById('requestEmpty').classList.add('hidden');
|
||||
const sections = {};
|
||||
for (const r of items) { const sec = r.section || 'Unsorted'; if (!sections[sec]) sections[sec] = []; sections[sec].push(r); }
|
||||
const sortedSections = Object.keys(sections).sort();
|
||||
list.innerHTML = sortedSections.map(sec => {
|
||||
const reqs = sections[sec]; const isExpanded = expandedSections.has(sec);
|
||||
const statusCounts = { open: 0, in_progress: 0, answered: 0, not_applicable: 0 };
|
||||
reqs.forEach(r => { statusCounts[r.status || 'open']++; });
|
||||
return '<div class="border border-white/[0.08] rounded-xl overflow-hidden"><div class="section-header flex items-center justify-between px-5 py-3 bg-[#0d1f3c]" onclick="toggleSection(\'' + escHtml(sec) + '\')"><div class="flex items-center gap-3"><svg class="w-4 h-4 text-[#94a3b8] transition ' + (isExpanded ? 'rotate-90' : '') + '" id="chevron-' + escHtml(sec) + '" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7"/></svg><span class="text-white font-medium">' + escHtml(sec) + '</span><span class="text-[#94a3b8] text-xs">(' + reqs.length + ' items)</span></div><div class="flex gap-2">' + (statusCounts.open > 0 ? '<span class="px-2 py-0.5 rounded text-xs status-open">' + statusCounts.open + ' open</span>' : '') + (statusCounts.answered > 0 ? '<span class="px-2 py-0.5 rounded text-xs status-answered">' + statusCounts.answered + ' answered</span>' : '') + '</div></div><div id="section-' + escHtml(sec) + '" class="' + (isExpanded ? '' : 'hidden') + '">' + reqs.map(r => '<a href="/app/requests/' + r.entry_id + '" class="req-row flex items-center gap-4 px-5 py-3 border-t border-white/[0.05] transition cursor-pointer"><div class="w-16 shrink-0"><span class="text-xs font-mono text-[#94a3b8]">' + escHtml(r.item_number || '—') + '</span></div><div class="flex-1 min-w-0"><span class="text-white text-sm truncate block">' + escHtml(r.title || 'Untitled') + '</span></div><span class="shrink-0 w-2 h-2 rounded-full ' + (r.priority === 'high' ? 'bg-red-400' : r.priority === 'low' ? 'bg-green-400' : 'bg-yellow-400') + '" title="' + r.priority + ' priority"></span><span class="shrink-0 px-2.5 py-0.5 rounded text-xs font-medium status-' + (r.status || 'open') + '">' + (r.status || 'open').replace('_', ' ') + '</span></a>').join('') + '</div></div>';
|
||||
}).join('');
|
||||
} catch(e) { document.getElementById('requestList').innerHTML = '<div class="text-red-400 text-sm">Failed to load.</div>'; }
|
||||
} catch(e) { console.error(e); document.getElementById('requestList').innerHTML = '<div class="text-red-400 text-sm">Failed to load requests.</div>'; }
|
||||
}
|
||||
function toggleSection(sec) {
|
||||
const el = document.getElementById('section-' + sec); const chevron = document.getElementById('chevron-' + sec);
|
||||
if (el.classList.contains('hidden')) { el.classList.remove('hidden'); chevron.classList.add('rotate-90'); expandedSections.add(sec); }
|
||||
else { el.classList.add('hidden'); chevron.classList.remove('rotate-90'); expandedSections.delete(sec); }
|
||||
}
|
||||
|
||||
async function loadOrgs() {
|
||||
try {
|
||||
const res = await fetchAPI('/api/projects/' + projectID + '/orgs');
|
||||
const orgs = await res.json();
|
||||
const list = document.getElementById('orgList');
|
||||
if (!orgs || orgs.length === 0) { list.innerHTML = '<div class="text-[#94a3b8] text-sm">No organizations added yet.</div>'; return; }
|
||||
list.innerHTML = orgs.map(o => {
|
||||
const d = parseData(o.data_text);
|
||||
const rc = roleColors[d.role] || 'bg-gray-500/20 text-gray-300';
|
||||
return `<div class="flex items-center gap-4 px-5 py-4 rounded-xl bg-[#0d1f3c] border border-white/[0.08]">
|
||||
<div class="flex-1">
|
||||
<div class="flex items-center gap-2 mb-1">
|
||||
<span class="text-white font-medium">${escHtml(d.org_name || d.name || 'Unknown')}</span>
|
||||
<span class="px-2 py-0.5 rounded-full text-xs font-medium capitalize ${rc}">${d.role || '?'}</span>
|
||||
${d.domain_lock ? '<span class="px-2 py-0.5 rounded-full text-xs bg-white/[0.05] text-[#94a3b8]">🔒 domain locked</span>' : ''}
|
||||
</div>
|
||||
${d.domains ? `<div class="flex gap-1.5 flex-wrap">${(Array.isArray(d.domains)?d.domains:[d.domains]).map(dm=>`<span class="text-xs text-[#94a3b8] font-mono bg-white/[0.05] px-2 py-0.5 rounded">@${dm}</span>`).join('')}</div>` : ''}
|
||||
</div>
|
||||
</div>`;
|
||||
list.innerHTML = orgs.map(o => { const rc = roleColors[o.role] || 'bg-gray-500/20 text-gray-300'; const domains = o.org_domains || [];
|
||||
return '<div class="flex items-center gap-4 px-5 py-4 rounded-xl bg-[#0d1f3c] border border-white/[0.08]"><div class="flex-1"><div class="flex items-center gap-2 mb-1"><span class="text-white font-medium">' + escHtml(o.org_name || 'Unknown') + '</span><span class="px-2 py-0.5 rounded-full text-xs font-medium capitalize ' + rc + '">' + (o.role || '?') + '</span>' + (o.domain_lock ? '<span class="px-2 py-0.5 rounded-full text-xs bg-white/[0.05] text-[#94a3b8]">🔒 domain locked</span>' : '') + '</div>' + (domains.length > 0 ? '<div class="flex gap-1.5 flex-wrap">' + domains.map(dm => '<span class="text-xs text-[#94a3b8] font-mono bg-white/[0.05] px-2 py-0.5 rounded">@' + dm + '</span>').join('') + '</div>' : '') + '</div></div>';
|
||||
}).join('');
|
||||
} catch(e) {}
|
||||
} catch(e) { console.error(e); }
|
||||
}
|
||||
|
||||
async function loadTeam() {
|
||||
try {
|
||||
const res = await fetchAPI('/api/projects/' + projectID + '/members');
|
||||
const members = await res.json();
|
||||
const list = document.getElementById('teamList');
|
||||
if (!members || members.length === 0) { list.innerHTML = '<div class="text-[#94a3b8] text-sm">No team members yet.</div>'; return; }
|
||||
list.innerHTML = members.map(m => `
|
||||
<div class="flex items-center gap-4 px-5 py-3 rounded-xl bg-[#0d1f3c] border border-white/[0.08]">
|
||||
<div class="w-8 h-8 rounded-full bg-[#c9a84c]/20 flex items-center justify-center text-[#c9a84c] font-semibold text-sm">${(m.name||m.email||'?')[0].toUpperCase()}</div>
|
||||
<div class="flex-1">
|
||||
<div class="text-white text-sm font-medium">${escHtml(m.name || m.email)}</div>
|
||||
${m.name ? `<div class="text-[#94a3b8] text-xs">${escHtml(m.email)}</div>` : ''}
|
||||
</div>
|
||||
<span class="text-xs text-[#94a3b8] capitalize">${m.role || 'member'}</span>
|
||||
</div>`).join('');
|
||||
} catch(e) {}
|
||||
list.innerHTML = members.map(m => '<div class="flex items-center gap-4 px-5 py-3 rounded-xl bg-[#0d1f3c] border border-white/[0.08]"><div class="w-8 h-8 rounded-full bg-[#c9a84c]/20 flex items-center justify-center text-[#c9a84c] font-semibold text-sm">' + (m.name||m.email||'?')[0].toUpperCase() + '</div><div class="flex-1"><div class="text-white text-sm font-medium">' + escHtml(m.name || m.email) + '</div>' + (m.name ? '<div class="text-[#94a3b8] text-xs">' + escHtml(m.email) + '</div>' : '') + '</div><span class="text-xs text-[#94a3b8] capitalize">' + (m.role || 'member') + '</span></div>').join('');
|
||||
} catch(e) { console.error(e); }
|
||||
}
|
||||
|
||||
function switchTab(name, el) {
|
||||
document.querySelectorAll('.tab').forEach(t => { t.classList.remove('active','text-white'); t.classList.add('text-[#94a3b8]'); });
|
||||
el.classList.add('active','text-white'); el.classList.remove('text-[#94a3b8]');
|
||||
document.getElementById('tab-requests').classList.toggle('hidden', name !== 'requests');
|
||||
document.getElementById('tab-orgs').classList.toggle('hidden', name !== 'orgs');
|
||||
document.getElementById('tab-team').classList.toggle('hidden', name !== 'team');
|
||||
if (name === 'orgs') loadOrgs();
|
||||
if (name === 'team') loadTeam();
|
||||
if (name === 'orgs') loadOrgs(); if (name === 'team') loadTeam();
|
||||
}
|
||||
|
||||
document.getElementById('newRequestBtn').onclick = () => {
|
||||
const title = prompt('Request title:');
|
||||
if (!title) return;
|
||||
fetchAPI('/api/projects/' + projectID + '/entries', { method: 'POST', body: JSON.stringify({ type: 'request', data: { title, status: 'open' } }) })
|
||||
.then(r => r.json()).then(d => { if (d.entry_id) window.location.href = '/app/requests/' + d.entry_id; else loadRequests(); });
|
||||
function openImportModal() { document.getElementById('importModal').classList.remove('hidden'); }
|
||||
function closeImportModal() { document.getElementById('importModal').classList.add('hidden'); document.getElementById('importForm').reset(); }
|
||||
document.getElementById('importForm').onsubmit = async (e) => {
|
||||
e.preventDefault();
|
||||
const btn = document.getElementById('importSubmitBtn'); btn.disabled = true; btn.textContent = 'Importing...';
|
||||
const formData = new FormData();
|
||||
formData.append('file', document.getElementById('importFile').files[0]);
|
||||
formData.append('mode', document.getElementById('importMode').value);
|
||||
formData.append('section_filter', document.getElementById('sectionFilter').value);
|
||||
formData.append('create_workstreams', document.getElementById('createWorkstreams').checked ? 'true' : 'false');
|
||||
try {
|
||||
const res = await fetch('/api/projects/' + projectID + '/requests/import', { method: 'POST', headers: { 'Authorization': 'Bearer ' + token }, body: formData });
|
||||
const data = await res.json();
|
||||
if (res.ok) { closeImportModal(); loadRequests(); alert('Imported ' + data.imported + ' requests from ' + (data.sections?.length || 0) + ' sections. ' + (data.skipped || 0) + ' skipped.'); }
|
||||
else { alert('Import failed: ' + (data.error || 'Unknown error')); }
|
||||
} catch (err) { alert('Import failed: ' + err.message); }
|
||||
finally { btn.disabled = false; btn.textContent = 'Import'; }
|
||||
};
|
||||
|
||||
loadProject();
|
||||
loadRequests();
|
||||
document.getElementById('newRequestBtn').onclick = () => {
|
||||
const title = prompt('Request title:'); if (!title) return;
|
||||
fetchAPI('/api/projects/' + projectID + '/entries', { method: 'POST', body: JSON.stringify({ project_id: projectID, parent_id: projectID, type: 'request', depth: 1, summary: title, data: JSON.stringify({ title: title, status: 'open', priority: 'medium' }), stage: 'pre_dataroom' })
|
||||
}).then(r => r.json()).then(d => { if (d.entry_id) window.location.href = '/app/requests/' + d.entry_id; else loadRequests(); });
|
||||
};
|
||||
document.getElementById('importModal').onclick = (e) => { if (e.target.id === 'importModal') closeImportModal(); };
|
||||
loadProject(); loadRequests();
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
|
|
|
|||
Loading…
Reference in New Issue