feat: template system — save/load request templates in DB; Use Template button; wizard uses ImportTemplate; save-as-template after import
This commit is contained in:
James
parent
4a7698ed20
commit
cd2b67edd2
200
api/handlers.go
200
api/handlers.go
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@ -1966,6 +1966,206 @@ func (h *Handlers) ServeWebsiteSOC2(w http.ResponseWriter, r *http.Request) {
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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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// ListTemplates returns all saved request templates.
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func (h *Handlers) ListTemplates(w http.ResponseWriter, r *http.Request) {
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templates, err := lib.ListTemplates(h.DB, h.Cfg)
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if err != nil {
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ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to list templates")
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return
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}
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result := []map[string]any{}
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for _, t := range templates {
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var data lib.RequestTemplateData
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json.Unmarshal([]byte(t.DataText), &data)
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result = append(result, map[string]any{
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"entry_id": t.EntryID,
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"name": data.Name,
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"description": data.Description,
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"item_count": len(data.Items),
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"created_at": t.CreatedAt,
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})
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}
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// Also include built-in disk templates as a fallback
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JSONResponse(w, http.StatusOK, result)
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}
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// SaveTemplate saves a request list as a reusable template.
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func (h *Handlers) SaveTemplate(w http.ResponseWriter, r *http.Request) {
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actorID := UserIDFromContext(r.Context())
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var body struct {
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Name string `json:"name"`
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Description string `json:"description"`
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Items []lib.RequestTemplateItem `json:"items"`
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}
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if err := json.NewDecoder(r.Body).Decode(&body); err != nil || strings.TrimSpace(body.Name) == "" {
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ErrorResponse(w, http.StatusBadRequest, "invalid_body", "name and items required")
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return
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}
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data := lib.RequestTemplateData{
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Name: strings.TrimSpace(body.Name),
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Description: body.Description,
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Items: body.Items,
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}
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dataJSON, _ := json.Marshal(data)
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entry := &lib.Entry{
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ProjectID: lib.TemplateProjectID,
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ParentID: lib.TemplateProjectID,
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Type: lib.TypeRequestTemplate,
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Depth: 1,
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SortOrder: 0,
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SummaryText: data.Name,
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DataText: string(dataJSON),
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Stage: lib.StageDataroom,
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}
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if err := lib.EntryWrite(h.DB, h.Cfg, actorID, entry); err != nil {
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ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to save template")
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return
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}
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JSONResponse(w, http.StatusOK, map[string]any{"entry_id": entry.EntryID, "name": data.Name})
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}
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// ImportTemplate imports a template (built-in or saved) into a project as a new request list.
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func (h *Handlers) ImportTemplate(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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var body struct {
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TemplateID string `json:"template_id"` // entry_id of saved template, or built-in name
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Name string `json:"name"` // override list name (optional)
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}
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if err := json.NewDecoder(r.Body).Decode(&body); err != nil || body.TemplateID == "" {
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ErrorResponse(w, http.StatusBadRequest, "invalid_body", "template_id required")
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return
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}
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var tmplData lib.RequestTemplateData
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// Try loading from DB first
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tmplEntry, err := lib.TemplateByID(h.DB, h.Cfg, body.TemplateID)
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if err == nil && tmplEntry != nil {
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json.Unmarshal([]byte(tmplEntry.DataText), &tmplData)
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} else {
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// Fall back to disk templates
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dirs := []string{"templates", "/opt/dealspace/templates"}
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loaded := false
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for _, dir := range dirs {
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fp := dir + "/" + body.TemplateID + ".json"
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if data, err := os.ReadFile(fp); err == nil {
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json.Unmarshal(data, &tmplData)
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loaded = true
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break
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}
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}
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if !loaded {
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ErrorResponse(w, http.StatusNotFound, "not_found", "Template not found")
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return
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}
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}
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listName := strings.TrimSpace(body.Name)
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if listName == "" {
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listName = tmplData.Name
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}
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// Create the request list
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siblings, _ := lib.EntriesByParent(h.DB, h.Cfg, projectID)
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listCount := 0
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for _, s := range siblings {
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if s.Type == lib.TypeRequestList {
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listCount++
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}
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}
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rlData := lib.RequestListData{Name: listName}
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rlDataJSON, _ := json.Marshal(rlData)
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listEntry := &lib.Entry{
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ProjectID: projectID,
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ParentID: projectID,
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Type: lib.TypeRequestList,
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Depth: 1,
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SortOrder: (listCount + 1) * 1000,
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SummaryText: listName,
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DataText: string(rlDataJSON),
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Stage: lib.StagePreDataroom,
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}
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if err := lib.EntryWrite(h.DB, h.Cfg, actorID, listEntry); err != nil {
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ErrorResponse(w, http.StatusInternalServerError, "internal", "Failed to create request list")
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return
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}
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// Group items by section, create section entries then requests
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type sectionGroup struct {
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name string
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items []lib.RequestTemplateItem
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}
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var sections []sectionGroup
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sectionIndex := map[string]int{}
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for _, item := range tmplData.Items {
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sec := item.Section
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if sec == "" {
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sec = "General"
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}
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if idx, ok := sectionIndex[sec]; ok {
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sections[idx].items = append(sections[idx].items, item)
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} else {
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sectionIndex[sec] = len(sections)
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sections = append(sections, sectionGroup{name: sec, items: []lib.RequestTemplateItem{item}})
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}
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}
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for si, sg := range sections {
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secData := lib.SectionData{Name: sg.name}
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secDataJSON, _ := json.Marshal(secData)
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secEntry := &lib.Entry{
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ProjectID: projectID,
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ParentID: listEntry.EntryID,
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Type: lib.TypeSection,
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Depth: 2,
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SortOrder: (si + 1) * 1000,
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SummaryText: sg.name,
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DataText: string(secDataJSON),
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Stage: lib.StagePreDataroom,
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}
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if err := lib.EntryWrite(h.DB, h.Cfg, actorID, secEntry); err != nil {
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continue
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}
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for ri, item := range sg.items {
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reqData := lib.RequestData{
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Title: item.Title,
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ItemNumber: item.ItemNumber,
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Section: sg.name,
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Priority: item.Priority,
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Status: "open",
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}
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if reqData.Priority == "" {
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reqData.Priority = "medium"
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}
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reqDataJSON, _ := json.Marshal(reqData)
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reqEntry := &lib.Entry{
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ProjectID: projectID,
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ParentID: secEntry.EntryID,
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Type: lib.TypeRequest,
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Depth: 3,
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SortOrder: (ri + 1) * 100,
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SummaryText: item.Title,
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DataText: string(reqDataJSON),
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Stage: lib.StagePreDataroom,
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}
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lib.EntryWrite(h.DB, h.Cfg, actorID, reqEntry)
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}
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}
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JSONResponse(w, http.StatusOK, map[string]any{
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"entry_id": listEntry.EntryID,
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"name": listName,
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"sections": len(sections),
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"items": len(tmplData.Items),
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})
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}
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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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@ -75,6 +75,9 @@ func NewRouter(db *lib.DB, cfg *lib.Config, store lib.ObjectStore, websiteFS fs.
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r.Post("/projects/{projectID}/requests/new", h.CreateRequest)
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r.Post("/projects/{projectID}/sections", h.CreateSection)
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r.Post("/projects/{projectID}/requests/import", h.ImportRequests)
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r.Post("/projects/{projectID}/requests/import-template", h.ImportTemplate)
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r.Get("/templates", h.ListTemplates)
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r.Post("/templates", h.SaveTemplate)
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// Request detail
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r.Get("/requests/{requestID}", h.GetRequestDetail)
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@ -414,6 +414,25 @@ func unpackEntry(cfg *Config, e *Entry) error {
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return nil
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}
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// unpackEntryWithKey decrypts an entry using a pre-derived key (used for templates).
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func unpackEntryWithKey(key []byte, e *Entry) error {
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if len(e.Summary) > 0 {
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text, err := Unpack(key, e.Summary)
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if err != nil {
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return err
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}
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e.SummaryText = text
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}
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if len(e.Data) > 0 {
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text, err := Unpack(key, e.Data)
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if err != nil {
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return err
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}
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e.DataText = text
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}
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return nil
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}
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// ---------------------------------------------------------------------------
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// User operations
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// ---------------------------------------------------------------------------
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@ -1102,6 +1121,45 @@ func OAuthTokenRevoke(db *DB, tokenStr string) error {
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}
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// SetSessionTestRole updates the test_role on a session (super-admin only).
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// ListTemplates returns all global request templates.
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func ListTemplates(db *DB, cfg *Config) ([]Entry, error) {
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filter := EntryFilter{
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ProjectID: TemplateProjectID,
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Type: TypeRequestTemplate,
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}
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entries, err := entryQuery(db, filter)
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if err != nil {
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return nil, err
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}
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// Use system key for template project
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templateKey, err := DeriveProjectKey(cfg.MasterKey, TemplateProjectID)
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if err != nil {
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return nil, err
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}
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for i := range entries {
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if err := unpackEntryWithKey(templateKey, &entries[i]); err != nil {
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continue
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}
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}
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return entries, nil
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}
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// TemplateByID returns a single request template by entry_id.
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func TemplateByID(db *DB, cfg *Config, entryID string) (*Entry, error) {
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e, err := entryReadSystem(db, entryID)
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if err != nil || e == nil {
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return e, err
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}
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templateKey, err := DeriveProjectKey(cfg.MasterKey, TemplateProjectID)
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if err != nil {
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return nil, err
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}
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if err := unpackEntryWithKey(templateKey, e); err != nil {
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return nil, err
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}
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return e, nil
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}
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func SetSessionTestRole(db *DB, sessionID, role string) error {
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_, err := db.Conn.Exec(`UPDATE sessions SET test_role = ? WHERE id = ?`, role, sessionID)
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return err
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14
lib/rbac.go
14
lib/rbac.go
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@ -11,6 +11,10 @@ var (
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ErrInsufficientOps = errors.New("insufficient permissions")
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)
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// TemplateProjectID is the well-known project_id for global request templates.
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// All authenticated users have full rwdm access to this "project".
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const TemplateProjectID = "00000000-0000-0000-0000-000000000000"
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// CheckAccess verifies that actorID has the required operation on the given project/entry.
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// op is one of "r", "w", "d", "m" (read, write, delete, manage).
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// Returns the matching Access grant or an error.
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@ -29,6 +33,16 @@ func CheckAccess(db *DB, actorID, projectID string, workstreamID string, op stri
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}, nil
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}
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// Template project — all authenticated users have full access
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if projectID == TemplateProjectID && actorID != "" {
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return &Access{
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UserID: actorID,
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ProjectID: TemplateProjectID,
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Role: RoleIBMember,
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Ops: "rwdm",
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}, nil
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}
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grants, err := getUserAccess(db, actorID, projectID)
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if err != nil {
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return nil, err
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16
lib/types.go
16
lib/types.go
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@ -52,6 +52,7 @@ const (
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TypeComment = "comment"
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TypeOrganization = "organization"
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TypeDealOrg = "deal_org"
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TypeRequestTemplate = "request_template" // global template stored under TemplateProjectID
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)
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// Stages
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@ -300,6 +301,21 @@ type RequestListData struct {
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VisibilityOrgID string `json:"visibility_org_id,omitempty"` // restrict visibility to this org (+ IB)
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}
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// RequestTemplateData is the JSON structure packed into a request_template entry's Data field.
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type RequestTemplateData struct {
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Name string `json:"name"`
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Description string `json:"description,omitempty"`
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Items []RequestTemplateItem `json:"items"`
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}
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// RequestTemplateItem is a single item in a request template.
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type RequestTemplateItem struct {
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Section string `json:"section"`
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ItemNumber string `json:"item_number,omitempty"`
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Title string `json:"title"`
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Priority string `json:"priority,omitempty"`
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}
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// WorkstreamData is the JSON structure packed into a workstream entry's Data field.
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type WorkstreamData struct {
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Name string `json:"name"`
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@ -24,6 +24,7 @@
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<div class="ml-auto flex items-center gap-2 pb-2">
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<span id="projectStatus" class="px-2 py-0.5 rounded text-xs font-medium"></span>
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<button onclick="openCreateListModal()" class="px-3.5 py-1.5 bg-white/[0.07] hover:bg-white/[0.12] text-white rounded text-sm font-medium transition">+ New List</button>
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<button onclick="openTemplateModal()" class="px-3.5 py-1.5 bg-white/[0.07] hover:bg-white/[0.12] text-white rounded text-sm font-medium transition">Use Template</button>
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<button onclick="openImportModal()" class="px-3.5 py-1.5 bg-white/[0.07] hover:bg-white/[0.12] text-white rounded text-sm font-medium transition">Import List</button>
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<button id="detailToggle" onclick="toggleDetailMode()" class="px-3.5 py-1.5 bg-white/[0.07] hover:bg-white/[0.12] text-[#cbd5e1] hover:text-white rounded text-sm font-medium transition">Summary View</button>
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</div>
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@ -72,6 +73,30 @@
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</div>
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</div>
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<!-- Template Picker Modal -->
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<div id="templateModal" style="display:none" class="fixed inset-0 bg-black/60 z-50 flex items-center justify-center p-4">
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<div class="bg-[#0d1f3c] rounded-xl w-full max-w-lg border border-white/[0.08]">
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<div class="flex items-center justify-between px-6 pt-5 pb-4 border-b border-white/[0.08]">
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<h2 class="text-lg font-semibold text-white">Use a Template</h2>
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<button onclick="closeTemplateModal()" class="text-[#94a3b8] hover:text-white text-2xl leading-none">×</button>
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</div>
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<div id="templateList" class="px-4 py-3 space-y-2 max-h-80 overflow-y-auto">
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<div class="text-sm text-[#94a3b8]">Loading templates...</div>
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</div>
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<div class="px-6 py-4 border-t border-white/[0.08]">
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<label class="block text-xs text-[#94a3b8] mb-1.5">List name (optional — uses template name by default)</label>
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<input type="text" id="templateListName" placeholder="Leave blank to use template name"
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class="w-full px-3 py-2 bg-[#0a1628] border border-white/[0.08] rounded-lg text-white text-sm focus:outline-none focus:border-[#c9a84c] mb-4"
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onkeydown="if(event.key==='Enter')submitTemplateImport()">
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<div id="templateImportError" class="hidden mb-3 p-3 bg-red-500/10 border border-red-500/20 rounded-lg text-red-400 text-sm"></div>
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<div class="flex gap-3">
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<button onclick="closeTemplateModal()" class="flex-1 py-2.5 bg-white/[0.05] hover:bg-white/[0.08] text-white rounded-lg text-sm font-medium transition">Cancel</button>
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<button id="templateImportBtn" onclick="submitTemplateImport()" class="flex-1 py-2.5 bg-[#c9a84c] hover:bg-[#b8973f] text-[#0a1628] font-semibold rounded-lg text-sm transition">Add to Deal</button>
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</div>
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</div>
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</div>
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</div>
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<!-- Create List Modal -->
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<div id="createListModal" style="display:none" class="fixed inset-0 bg-black/60 z-50 flex items-center justify-center p-4">
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<div class="bg-[#0d1f3c] rounded-xl p-6 w-full max-w-md border border-white/[0.08]">
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@ -1354,32 +1379,10 @@
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const selectedTemplates = [...document.querySelectorAll('.tmpl-cb:checked')].map(cb => cb.value).filter(v => v !== 'none');
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for (const tmpl of selectedTemplates) {
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try {
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const tmplRes = await fetch('/templates/' + tmpl + '.json');
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if (!tmplRes.ok) continue;
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const tmplData = await tmplRes.json();
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// Create a request list for this template
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const listRes = await fetchAPI('/api/projects/' + newProjectID + '/requests', {
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await fetchAPI('/api/projects/' + newProjectID + '/requests/import-template', {
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method: 'POST',
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body: JSON.stringify({ name: tmplData.name, project_id: newProjectID })
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body: JSON.stringify({ template_id: tmpl })
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});
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const listData = await listRes.json();
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if (!listRes.ok) continue;
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const listId = listData.entry_id;
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// Create requests under this list
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for (const item of (tmplData.items || [])) {
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await fetchAPI('/api/projects/' + newProjectID + '/requests/new', {
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method: 'POST',
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body: JSON.stringify({
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parent_id: listId,
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title: item.title,
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item_number: item.item_number,
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section: item.section,
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priority: item.priority || 'medium',
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status: 'open',
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})
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});
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}
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||||
} catch(e) { console.error('Template import error:', tmpl, e); }
|
||||
}
|
||||
|
||||
|
|
@ -1911,6 +1914,112 @@
|
|||
}
|
||||
}
|
||||
|
||||
// ---- Template picker ----
|
||||
let selectedTemplateID = null;
|
||||
|
||||
async function openTemplateModal() {
|
||||
selectedTemplateID = null;
|
||||
document.getElementById('templateListName').value = '';
|
||||
document.getElementById('templateImportError').classList.add('hidden');
|
||||
document.getElementById('templateModal').style.display = 'flex';
|
||||
|
||||
const list = document.getElementById('templateList');
|
||||
list.innerHTML = '<div class="text-sm text-[#94a3b8]">Loading...</div>';
|
||||
|
||||
try {
|
||||
// Load saved DB templates
|
||||
const res = await fetchAPI('/api/templates');
|
||||
const saved = res.ok ? await res.json() : [];
|
||||
|
||||
// Built-in templates
|
||||
const builtins = [
|
||||
{ entry_id: 'core-8', name: 'Core Due Diligence', description: 'Essential 8 questions for any deal', item_count: 8, builtin: true },
|
||||
{ entry_id: 'comprehensive-100', name: 'Comprehensive Due Diligence', description: '100+ questions across all workstreams', item_count: 104, builtin: true },
|
||||
];
|
||||
|
||||
const all = [...builtins, ...saved];
|
||||
if (all.length === 0) {
|
||||
list.innerHTML = '<div class="text-sm text-[#94a3b8] py-4 text-center">No templates yet. Import a list and save it as a template.</div>';
|
||||
return;
|
||||
}
|
||||
|
||||
list.innerHTML = all.map(t => `
|
||||
<label class="flex items-start gap-3 p-3 rounded-lg cursor-pointer hover:bg-white/[0.04] transition" style="border:1px solid var(--ds-bd)">
|
||||
<input type="radio" name="tmpl" value="${t.entry_id}" class="mt-1 accent-[#c9a84c]" onchange="selectedTemplateID='${t.entry_id}'">
|
||||
<div>
|
||||
<div class="text-sm font-medium text-white">${escHtml(t.name)}</div>
|
||||
${t.description ? `<div class="text-xs mt-0.5" style="color:var(--ds-tx2)">${escHtml(t.description)}</div>` : ''}
|
||||
<div class="text-xs mt-0.5" style="color:var(--ds-tx3)">${t.item_count} items${t.builtin ? ' · Built-in' : ''}</div>
|
||||
</div>
|
||||
</label>`).join('');
|
||||
} catch(e) {
|
||||
list.innerHTML = '<div class="text-sm text-red-400">Failed to load templates.</div>';
|
||||
}
|
||||
}
|
||||
|
||||
function closeTemplateModal() {
|
||||
document.getElementById('templateModal').style.display = 'none';
|
||||
}
|
||||
|
||||
async function submitTemplateImport() {
|
||||
if (!selectedTemplateID) {
|
||||
document.getElementById('templateImportError').textContent = 'Please select a template.';
|
||||
document.getElementById('templateImportError').classList.remove('hidden');
|
||||
return;
|
||||
}
|
||||
const btn = document.getElementById('templateImportBtn');
|
||||
btn.disabled = true; btn.textContent = 'Importing...';
|
||||
document.getElementById('templateImportError').classList.add('hidden');
|
||||
try {
|
||||
const name = document.getElementById('templateListName').value.trim();
|
||||
const res = await fetchAPI('/api/projects/' + projectID + '/requests/import-template', {
|
||||
method: 'POST',
|
||||
body: JSON.stringify({ template_id: selectedTemplateID, name })
|
||||
});
|
||||
const data = await res.json();
|
||||
if (!res.ok) throw new Error(data.error || 'Import failed');
|
||||
closeTemplateModal();
|
||||
await loadRequestTree();
|
||||
} catch(e) {
|
||||
document.getElementById('templateImportError').textContent = e.message;
|
||||
document.getElementById('templateImportError').classList.remove('hidden');
|
||||
} finally {
|
||||
btn.disabled = false; btn.textContent = 'Add to Deal';
|
||||
}
|
||||
}
|
||||
|
||||
// Save an imported list as a template (called after import)
|
||||
async function offerSaveTemplate(listId, name, prebuiltItems) {
|
||||
try {
|
||||
// Collect items from the just-imported list
|
||||
let items = prebuiltItems;
|
||||
if (!items) {
|
||||
// Build items from treeData
|
||||
const listItem = treeData.find(t => t.entry_id === listId);
|
||||
if (!listItem) return;
|
||||
items = [];
|
||||
const sections = treeData.filter(t => t.parent_id === listId && t.type === 'section');
|
||||
for (const sec of sections) {
|
||||
const reqs = treeData.filter(t => t.parent_id === sec.entry_id && t.type === 'request');
|
||||
for (const req of reqs) {
|
||||
const d = req.data || {};
|
||||
items.push({ section: (sec.data||{}).name || sec.entry_id, title: d.title || req.summary || '', priority: d.priority || 'medium', item_number: d.item_number || '' });
|
||||
}
|
||||
}
|
||||
// Also flat requests directly under list
|
||||
const flatReqs = treeData.filter(t => t.parent_id === listId && t.type === 'request');
|
||||
for (const req of flatReqs) {
|
||||
const d = req.data || {};
|
||||
items.push({ section: '', title: d.title || req.summary || '', priority: d.priority || 'medium', item_number: d.item_number || '' });
|
||||
}
|
||||
}
|
||||
await fetchAPI('/api/templates', {
|
||||
method: 'POST',
|
||||
body: JSON.stringify({ name, items })
|
||||
});
|
||||
} catch(e) { console.error('Failed to save template:', e); }
|
||||
}
|
||||
|
||||
async function openImportModal() {
|
||||
document.getElementById('importModal').style.display='flex';
|
||||
document.getElementById('importFile').value='';
|
||||
|
|
@ -1950,7 +2059,15 @@
|
|||
const data = await res.json();
|
||||
if (!res.ok) throw new Error(data.error || 'Import failed');
|
||||
closeImportModal();
|
||||
loadRequestTree();
|
||||
await loadRequestTree();
|
||||
// Offer to save as template
|
||||
if (data && (data.total_items > 0 || data.list_id)) {
|
||||
const listName = document.getElementById('importListName')?.value?.trim() || data.list_name || '';
|
||||
const tmplName = prompt('Save this as a reusable template for future deals?\nEnter a name or click Cancel to skip:', listName);
|
||||
if (tmplName && tmplName.trim()) {
|
||||
await offerSaveTemplate(data.list_id, tmplName.trim(), data.items_for_template);
|
||||
}
|
||||
}
|
||||
} catch(e) { errEl.textContent = e.message; errEl.classList.remove('hidden'); }
|
||||
finally { btn.disabled = false; btn.textContent = 'Import'; }
|
||||
}
|
||||
|
|
|
|||
Loading…
Reference in New Issue