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Overview

The Dealflow Management system provides comprehensive deal tracking, timeline visualization, collaborative note-taking, and deal detail management for credit agreements and loan applications. Code Reference: app/services/deal_service.py, app/api/routes.py (deal endpoints)
Frontend: client/src/components/DealDashboard.tsx, client/src/components/DealDetail.tsx

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Key Features

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Deal Dashboard

  • Portfolio Overview: View all deals with filtering and search
  • Status Filtering: Filter by deal status (draft, submitted, approved, etc.)
  • Type Filtering: Filter by deal type (loan_application, refinancing, etc.)
  • Search Functionality: Search deals by ID, applicant, or keywords
  • Pagination: Efficient pagination for large deal portfolios
Code Reference: client/src/components/DealDashboard.tsx

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Deal Timeline

  • Visual Timeline: Visual representation of deal events and milestones
  • Event Tracking: Track all deal state changes and updates
  • Milestone Markers: Mark important deal milestones
  • Chronological View: View events in chronological order
Code Reference: client/src/components/DealDetail.tsx (timeline view)

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Deal Notes

  • Collaborative Notes: Add notes and comments to deals
  • User Attribution: Track which user added each note
  • Timestamp Tracking: Automatic timestamp for all notes
  • Rich Text Support: Support for formatted text in notes
Code Reference: app/db/models.py (DealNote model)

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Deal Detail View

  • Comprehensive Information: Complete deal information and metadata
  • Document Management: View and manage deal documents
  • Status Tracking: Track deal status and state changes
  • Application Link: Link to associated application
Code Reference: client/src/components/DealDetail.tsx

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Deal Statuses

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Status Values

  • draft: Deal is in draft state
  • submitted: Deal has been submitted for review
  • under_review: Deal is under review
  • approved: Deal has been approved
  • rejected: Deal has been rejected
  • active: Deal is active
  • closed: Deal is closed
  • restructuring: Deal is being restructured
  • withdrawn: Deal has been withdrawn
Code Reference: app/db/models.py (Deal model)

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Workflow

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1. Create Deal

  1. From Application: Create deal from loan application
  2. Manual Creation: Manually create new deal
  3. Deal Configuration: Set deal type, status, and metadata
  4. Folder Creation: Automatic folder creation for deal documents
  5. Initial Note: Add initial deal note

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2. Deal Management

  1. Update Status: Change deal status as it progresses
  2. Add Documents: Upload and attach documents to deal
  3. Add Notes: Add collaborative notes and comments
  4. Timeline Updates: Automatic timeline event creation
  5. Status Tracking: Monitor deal progress

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3. Deal Completion

  1. Final Status: Set deal to approved, rejected, or closed
  2. Documentation: Ensure all documents are attached
  3. Notes Summary: Review all deal notes
  4. Archive: Archive completed deals

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API Endpoints

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List Deals

List all deals with filtering and pagination. Query Parameters:
  • status: Filter by deal status
  • deal_type: Filter by deal type
  • search: Search query
  • limit: Items per page (default: 50)
  • offset: Pagination offset
Response: Paginated list of deals Code Reference: app/api/routes.py (deal endpoints)

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Get Deal Details

Get detailed information about a specific deal. Response: Complete deal information including notes, documents, and timeline

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Create Deal Note

Add a note to a deal. Request Body: 
{
  "note": "Deal approved by credit committee",
  "note_type": "status_update"
}
Response: Created note with timestamp and user attribution

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Get Deal Timeline

Get timeline of events for a deal. Response: Chronological list of deal events

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Database Models

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Deal

Location: app/db/models.py Fields:
  • deal_id: Unique deal identifier
  • applicant_id: User ID of applicant
  • application_id: Associated application ID
  • status: Current deal status
  • deal_type: Type of deal
  • deal_data: JSON metadata
  • folder_path: Storage folder path

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DealNote

Location: app/db/models.py Fields:
  • deal_id: Associated deal ID
  • user_id: User who created note
  • note: Note content
  • note_type: Type of note
  • created_at: Creation timestamp
Code Reference: app/db/models.py (Deal, DealNote models)

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User Interface

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Deal Dashboard

Location: client/src/components/DealDashboard.tsx Features:
  • Deal List: Table view of all deals
  • Filtering: Status and type filters
  • Search: Real-time search functionality
  • Pagination: Efficient pagination controls
  • Quick Actions: Quick access to deal actions

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Deal Detail

Location: client/src/components/DealDetail.tsx Features:
  • Deal Information: Complete deal details
  • Timeline View: Visual timeline of events
  • Notes Section: Collaborative notes interface
  • Documents Section: Document management
  • Status Updates: Status change interface

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Best Practices

  1. Status Management: Keep deal status updated as it progresses
  2. Document Organization: Organize documents in deal folders
  3. Note Documentation: Document important decisions in notes
  4. Timeline Accuracy: Ensure timeline events are accurate
  5. Collaboration: Use notes for team collaboration

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Additional Resources

Last Updated: 2026-01-14
Code Reference: app/services/deal_service.py, app/api/routes.py, client/src/components/DealDashboard.tsx