feat(pitch-deck): full pitch versioning with git-style history #4

sharang · 2026-04-10T07:34:30Z

sharang commented

2026-04-10 07:34:30 +00:00

Summary

Full pitch versioning system where all 12 data tables can be versioned, diffed, and assigned per-investor.

Version lifecycle: create draft → edit → commit (immutable) → fork → new draft. Parent chain = git-style history.
Per-investor assignment: admin assigns a committed version to an investor → investor sees that version's data. Unassigned investors see base tables (backward compatible).
Diff engine: compare any two versions per-table with added/removed/changed field highlighting.

Bug fixes included

FM editor [object Object] for JSONB array values → now JSON.stringify
Admin pages not scrollable → fixed flex/overflow on AdminShell

New routes

API (7): versions CRUD, commit, fork, per-table data GET/PUT, diff
Pages (4): versions list, new, editor (12 tabs), diff view

Modified

/api/data + /api/financial-model: version-aware loading
Investor PATCH: accepts assigned_version_id
Investors list: version column
Investor detail: version selector dropdown

Deploy steps

# Run migration on the server
docker exec -i $(docker ps -qf name=breakpilot-db) psql -U postgres -d breakpilot_db < pitch-deck/migrations/003_pitch_versions.sql

# Pull updated image (already pushed to registry)
orca deploy

Test plan

Run migration 003
Create first version from "New Version" (snapshots base tables)
Edit company tagline in the draft
Diff draft vs parent → shows the changed field
Commit the version
Assign to a test investor
Log in as investor → see the modified tagline
Unassigned investor → sees default base data
Fork a committed version → new draft with copied data
FM editor: JSONB arrays now display as JSON, not [object Object]
Admin pages scroll properly

Generated with Claude Code

## Summary Full pitch versioning system where all 12 data tables can be versioned, diffed, and assigned per-investor. - **Version lifecycle**: create draft → edit → commit (immutable) → fork → new draft. Parent chain = git-style history. - **Per-investor assignment**: admin assigns a committed version to an investor → investor sees that version's data. Unassigned investors see base tables (backward compatible). - **Diff engine**: compare any two versions per-table with added/removed/changed field highlighting. ## Bug fixes included - FM editor `[object Object]` for JSONB array values → now JSON.stringify - Admin pages not scrollable → fixed flex/overflow on AdminShell ## New routes **API (7):** versions CRUD, commit, fork, per-table data GET/PUT, diff **Pages (4):** versions list, new, editor (12 tabs), diff view ## Modified - `/api/data` + `/api/financial-model`: version-aware loading - Investor PATCH: accepts `assigned_version_id` - Investors list: version column - Investor detail: version selector dropdown ## Deploy steps ```bash # Run migration on the server docker exec -i $(docker ps -qf name=breakpilot-db) psql -U postgres -d breakpilot_db < pitch-deck/migrations/003_pitch_versions.sql # Pull updated image (already pushed to registry) orca deploy ``` ## Test plan - [ ] Run migration 003 - [ ] Create first version from "New Version" (snapshots base tables) - [ ] Edit company tagline in the draft - [ ] Diff draft vs parent → shows the changed field - [ ] Commit the version - [ ] Assign to a test investor - [ ] Log in as investor → see the modified tagline - [ ] Unassigned investor → sees default base data - [ ] Fork a committed version → new draft with copied data - [ ] FM editor: JSONB arrays now display as JSON, not [object Object] - [ ] Admin pages scroll properly Generated with [Claude Code](https://claude.com/claude-code)

sharang added 1 commit 2026-04-10 07:34:33 +00:00

feat(pitch-deck): full pitch versioning with git-style history + bug fixes

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1872079504

Adds a complete version management system where every piece of pitch
data (all 12 tables: company, team, financials, market, competitors,
features, milestones, metrics, funding, products, fm_scenarios,
fm_assumptions) can be versioned, diffed, and assigned per-investor.

Version lifecycle: create draft → edit freely → commit (immutable) →
fork to create new draft. Parent chain gives full git-style history.

Backend:
- Migration 003: pitch_versions, pitch_version_data tables + investor
  assigned_version_id column
- lib/version-helpers.ts: snapshot base tables, copy between versions
- lib/version-diff.ts: per-table row+field diffing engine
- 7 new API routes: versions CRUD, commit, fork, per-table data
  GET/PUT, diff endpoint
- /api/data + /api/financial-model: version-aware loading (check
  investor's assigned_version_id, serve version data or fall back
  to base tables)
- Investor PATCH: accepts assigned_version_id (validates committed)

Frontend:
- /pitch-admin/versions: list with status badges, fork/commit/delete
- /pitch-admin/versions/new: create from base tables or fork existing
- /pitch-admin/versions/[id]: 12-tab JSON editor (one per data table)
  with save-per-table, commit button, fork button
- /pitch-admin/versions/[id]/diff/[otherId]: side-by-side diff view
  with added/removed/changed highlighting per field
- Investors list: version column showing assigned version name
- Investor detail: version selector dropdown (committed versions only)
- AdminShell: Versions nav item added

Bug fixes:
- FM editor: [object Object] for JSONB array values → JSON.stringify
- Admin pages not scrollable → h-screen + overflow-hidden on shell,
  min-h-0 on flex column

Also includes migration 000 for fresh installs (pitch data tables).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

sharang merged commit 1c3cec2c06 into main

2026-04-10 07:37:37 +00:00

sharang referenced this issue from a commit

2026-04-10 07:37:39 +00:00

feat(pitch-deck): full pitch versioning with git-style history (#4)

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Reference: Benjamin_Boenisch/breakpilot-core#4