2023-09-22 Dealita Task 13

Figma designs (jātaisa uzreiz HTML5, CSS3 ar šiem designs, jaieliek pareizie fonti kā TTF font-faces) https://www.figma.com/file/otsnFLmux4UxBdZ2WpoJRC/Dealita?type=design&mode=design&t=cOSnlub4SPElZUNs-0

Invite nosūtīts uz: richard.rusevich@gmail.com

Fontus un design elementus, var dabūt no mūsu designer Raita,

Tel: +37127068283 (Telegram)

Šeit atrodas pareizie dizaini

Logic flow - kā sistēma strādā

1. User login

   1. Currently manually added to database, store password as sha256

2. User makes Due Dilligence checklist (checklist that shows if company is a match for investment, this can be reused)

   1. Checklist based on any number of questions that can be answered with Yes/No

   2. Questions can be entered as clear text

   3. There will be AI based validation to not allow entering invalid question

   4. Below there will be suggestions of questions to speed up entering

   5. There will also be “critical” questions that must be Yes in order to qualify deal

   6. Also users can enter how many followup emails can system send based on this checklist and how long should system wait for answers from founder before giving up

3. User uploads pitchdeck/PDF presentation as a new Deal and selects which checklist he wants to verify on this PDF and adds contact information of founder

4. In backend worker AI automatically tries to answer all questions, if missing information it will send on behalf of User emails to founder to collect missing information

5. User sees in Deals section all of deals with Progress (how many questions answered) and Match score (how many questions are yes)

6. User then can see full report or cancel/stop due dilligenece process for deal

Github

https://github.com/asya-ai/dealita-web ^ Iedotas tiesības

Database structure

Database access (postgreSQL - use PyCharm Database Addon to edit) h: 54.91.118.112 d: dealita_v1 u: dealita_v1 p: JixB30tN4bCqLN9gfxmP

Priekš activity_type (PitchDeckUpload, etc.), deal_state (Active, Processing, GatheringInfo, Disqualified, Cancelled, Qualified ) , evidence_type(PitchDeck, Email) vajag izveidot Enum classes str based. By default viena user_companies jāievada Dealita

Login window

^ Sakodēt visus links un designs, bet lai strādā tikai Login un parāda, ja kļīuda

Checklist new/edit

! Visos URLs lietod UUIDs nevis IDs

Jābūt checkbox pie katra question “Is critical”

Apakšā pagaidām noņemam “Add from suggestions”

Deals new/edit

Checklist overview

Apmēram šādi kā zemāk parādīts - jārāda average match score no visiem deals, kas piesaistīti katrai checklist

uz “…” spiežot parādās “Edit” “Delete”

Deals overview

• Seed, pre-seed => checklists from database (filter by checklists)

• Augšā ir “Create a new deal” -> New/edit deal

• Search šobrīd nevajag

• “Due Diligence” un “Settings” šobrīd nevajag

Deal opened (view mode)

TODO

1. Implement database - Model Dataclasses for each Model use ORM (SQLAlchemy, PonyORM)

2. Implement View - Flask based forms matching designs

3. CSS must be implemented using SCSS (Pycharm has compiler)

4. Controller should handle any datastructure modifications, cannot access database in View! only through Controllers - static classes

5. Implement User login form (if missing design make placeholder), implement using Session (if necessary can add session to DB tables)

6. Implement new/edit Checklist form (Need to use javascript to add questions, remember there will be a lot of background AJAX calls later to validate these)

7. Implement saving and browsing checklists

8. Implement new/edit Deals form

9. Implement saving and browsing deals

10. Implement deals progress visualization - progress and match score