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43 Commits

Author SHA1 Message Date
James 77e5177739 chore: auto-commit uncommitted changes 2026-03-21 12:02:05 -04:00
James 23a009e60d feat: global org members registry — rescrape, add/delete; deal member picker with search + new person saves to global org 2026-03-19 23:38:19 -04:00
James 063c12d324 fix: member cards not rendering — broken nested template literal; rewrite as renderMemberCard helper with safe string concat 2026-03-19 22:45:54 -04:00
James 3765adaf55 fix: savePermissions preserves members; surface actual error message on failure 2026-03-17 21:29:43 -04:00
James 83a3a43bff feat: edit org from deal — PATCH /orgs/{dealOrgId} updates org details + role; full field set in ListDealOrgs response 2026-03-17 21:17:23 -04:00
James df096438e3 fix: addManualPerson shows error when name+email empty; fix duplicate id=templateList 2026-03-17 21:08:15 -04:00
James 875593c0c2 feat: remove org from deal — ⋯ menu on org card with Permissions + Remove from deal 2026-03-17 21:01:19 -04:00
James 8dfd8c8b1d feat: deal name field in wizard step 1; inline validation errors on required fields; no more alert() dialogs 2026-03-17 16:57:03 -04:00
James cd2b67edd2 feat: template system — save/load request templates in DB; Use Template button; wizard uses ImportTemplate; save-as-template after import 2026-03-17 15:21:50 -04:00
James 4a7698ed20 fix: reset all org form fields on open/close — stale data from previous org was polluting second org entry 2026-03-17 14:10:08 -04:00
James ec7b4c9706 fix: AddOrgToDeal accepts no domain (derives from website); frontend derives domain fallback from website field 2026-03-17 13:36:35 -04:00
James 912fd55bf3 feat: delete project, seller logos on cards, org reuse on scrape 
- Add DELETE /api/projects/{projectID} — super admin only, soft-deletes
  project and all child entries
- Projects page: delete button on hover, alphabetical sort, seller org
  logo on project cards
- Scrape endpoint checks for existing org by domain before scraping;
  reuses existing org + members if found
- AddOrgToDeal reuses existing org entry when domain matches
- Clearer error message when website HTML exceeds LLM context limit

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-16 19:22:39 -04:00
James fe7543a0c8 chore: auto-commit uncommitted changes 2026-03-16 18:02:01 -04:00
James 52edadab72 chore: auto-commit uncommitted changes 2026-03-16 06:02:44 -04:00
James dce2728bdb feat: permissions modal — replace folder dropdown with per-list checkboxes; fix savePermissions body 2026-03-15 00:45:59 -04:00
James 9be3c41493 fix: permissions button broken for new orgs — store orgs in JS map, pass only ID in onclick (same apostrophe/JSON escaping bug) 2026-03-15 00:07:32 -04:00
James 110d44e238 feat: add ⋯ menu to request_list and section rows — rename, delete, add section/request 2026-03-14 23:52:27 -04:00
James 1645061932 fix: menu buttons broken when title contains apostrophes — use showAttachModalById to avoid inline onclick escaping issues 2026-03-14 23:39:17 -04:00
James cec6841938 feat: auto-summarize long requests in Summary View; smarter placeholder text 2026-03-14 19:51:59 -04:00
James f06cce9089 feat: inline add section/request in tree; fix New List sort_order; Import List rename; + Section/+ Request buttons on list rows 2026-03-14 19:16:22 -04:00
James ce2c68634d feat: create request list manually; larger action buttons; Summary View/Detailed View toggle 2026-03-14 18:42:21 -04:00
James 35f6279d56 ui: reduce top padding on project page 2026-03-12 02:45:44 -04:00
James 28189e17d1 ui: status+Import+Summary on tab line; Summary brighter; Admin pinned to sidebar bottom 2026-03-12 02:42:55 -04:00
James 449a902b4d ui: project name full white; Org tab → Parties; Summary toggle inline with tabs 2026-03-12 02:40:01 -04:00
James a9d40a31b5 ui: custom project switcher dropdown — no native select 2026-03-12 02:37:04 -04:00
James 34319eef07 fix: remove inline SVG data URI from template attr (breaks Go template engine) 2026-03-12 02:34:04 -04:00
James 9368261ce2 ui: project switcher dropdown in header; consistent type hierarchy throughout 2026-03-12 02:32:40 -04:00
James 4abac19f35 ui: larger header + logo, project name in header selectable, sidebar font larger, no repeated h1 2026-03-12 02:29:41 -04:00
James 14b35c95da fix: restore org name dropdown + no-match message; member name field full width 2026-03-12 01:04:46 -04:00
James 0bb8033ed7 fix: add org website/domain field for invite validation; dropdown hides on blur 2026-03-12 00:56:43 -04:00
James 8b0a09bb7e fix: auto-derive org domains from member emails; keep domain validation on backend 2026-03-12 00:39:15 -04:00
James 5c17bf5980 fix: add org — domain no longer required, dropdown hides on blur, member bubbles UX 2026-03-12 00:37:40 -04:00
James eae31d55c7 fix: show full request sentences, no mid-word truncation; edit uses textarea showing full text 2026-03-07 14:21:46 -05:00
James 0e98be999c fix: add org modal HTML was missing from template, wire onclick 2026-03-07 13:54:53 -05:00
James 27c682b960 feat: org management — Add Org modal with typeahead, members, permissions per org 2026-03-07 13:50:03 -05:00
James 3caf312fdb feat: file preview, buyer visibility, inline editing, template consolidation, CSS centralization 2026-03-07 13:10:12 -05:00
James 6d09b1ad24 chore: auto-commit uncommitted changes 2026-03-07 00:01:23 -05:00
James 0647eb91b6 Request tree: spreadsheet-style table with D&D, linking, import 
- Add sort_order column to entries (migration 002)
- Upgrade migration runner to handle directory of SQL files
- Add TypeSection, SortOrder field, RequestListData, SectionData types
- Add tree API: ListRequestTree, MoveEntry, AnswerLink CRUD, ListAnswers
- Rewrite ImportRequests to create hierarchical tree (request_list → section → request)
- Rewrite project page Requests tab as spreadsheet-style tree table
  - Collapsible request lists and sections
  - Auto-numbering (1, 1.1, 1.2, 2.1.1)
  - Drag & drop reordering between sections
  - Priority/status badges with color coding
  - Attach answer modal (link existing docs or upload new)
  - Per-row actions menu

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-03 18:30:12 -05:00
James 54a8222b51 Add 5-theme switcher + open on projects instead of tasks 
Landing page: /app now redirects to /app/projects (not tasks).
Logo links updated across all templates.

Theme system with 5 options persisted in localStorage:
- Midnight (default dark navy + gold)
- Light (white/gray + blue accent)
- Slate (gray-blue + teal accent)
- Compact (same as midnight, 85% font scale)
- Executive (warm dark browns, larger fonts, serif headings)

CSS custom properties override all hardcoded Tailwind colors via
attribute selectors. Floating theme bar on all pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-03 17:46:16 -05:00
James 051c6afe19 Fix project page: route alias + request rendering + remove smoke test data 
- Add /api/projects/{projectID} route (was only /detail, frontend called without suffix)
- Fix project.html: unwrap response envelope (API returns {project:..., workstreams:...})
- Fix request list: use r.data || parseData(r.data_text) so r.data.title renders correctly
- DB: deleted 5 smoke test projects + their entries/access records from Shannon
 2026-03-01 06:53:05 -05:00
James dafe075dc6 Restore clean project.html from e6a6882 + add import modal properly 2026-02-28 11:40:50 -05:00
James 45ee8d0e4b 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
 2026-02-28 07:13:29 -05:00
James e6a68822c2 Add all missing app templates: projects, project, request, orgs, admin 2026-02-28 06:48:51 -05:00