actual state

README.md

@@ -201,6 +201,7 @@ directory aborts the scan with an error naming the path.
 | POST   | /api/nda-inbox/import       | import one request into buyer/contact/nda(/deal) | yes     |
 | POST   | /api/nda-inbox/sync         | background: re-check pending NDAs + stale mirror rows | yes |
 | POST   | /api/nda-inbox/backfill-fields | retrofit form fields onto signed rounds       | yes     |
+| DELETE | /api/deals/:id              | delete a deal; notes/todos cascade               | yes     |
 | GET    | /api/ndas/:id/file          | stream the filed NDA PDF (Range + ETag)          | yes     |
 
 Everything except health, staff (GET+POST) and login requires the session
@@ -307,6 +308,28 @@ it is never committed and never logged.
 
 Only requests whose title starts with **`Buyer Forms - NDA`** are considered.
 
+**The template was renamed around 2026-06-29.** Requests created before that
+are titled `Buyer Forms -<Name> - <Business>`, without the ` - NDA`. The
+refresh therefore runs **two legs**:
+
+| leg | query | when |
+| --- | --- | --- |
+| current | `title:"Buyer Forms - NDA" AND created:{<cutoff> TO *}` | always |
+| pre-rename | `title:"Buyer Forms" AND created:{<cutoff> TO 2026-06-30}` | only when the window starts before `RENAME_DATE` |
+
+Both feed the same upsert, so the inbox needs no notion of the two formats —
+rows are rows. An incremental refresh never pays for the second leg: its
+cutoff is days old, well past the rename.
+
+The legacy query is deliberately **`Buyer Forms`, not `Buyer Forms -`**. The
+API does not treat the trailing punctuation as part of the phrase: with the
+hyphen it returns 70 requests for May/June, without it 535, and ~87% of the
+wider set are genuine pre-rename NDAs. Precision comes from the code-side
+safety net instead — `/^Buyer Forms -(?!.*NDA)/` plus a signer — which is why
+the loose phrase is safe here. Unbounded it would not be: `title:"Buyer Forms"`
+matches 11,877 of the account's 13,264 requests, so the date bound is what
+makes it selective.
+
 **The inbox is DB-backed.** Proxying the list endpoint on every view mount did
 not survive contact with the real account: 700+ requests in a 90-day window
 means 7–8 paged calls, ~74s of latency, throttling (Dropbox answers `409` as
@@ -317,7 +340,17 @@ are mirrored into `ds_request` by a background task, and
   unaffected by tab switches. It returns the same per-request shape as before
   (status, signer, `imported`, `known_buyer` by exact normalised e-mail, up to
   five `business_suggestions` by word overlap with the title remainder) plus
-  `last_refresh_at` and `refresh_state`.
+  `last_refresh_at`, `refresh_state` and `covers_from`.
+* Filtering is **DB-side**: `?status=pending|signed|declined` and `?q=` over
+  signer name and e-mail. The per-status counts describe the whole matching
+  set (search applied, status not), so the chips stay meaningful while one is
+  active — the same rule the business and buyer lists follow.
+* `covers_from` is how far back the mirror actually reaches. A walk stopped by
+  the `MAX_PAGES` cap covers less than it was asked for, so it records the
+  oldest date it got to and the inbox says "showing data from …" instead of
+  presenting a short list as complete. Coverage only ever widens: an
+  incremental walk reaching back two days does not un-mirror what a full reload
+  fetched last week.
 * `POST /api/nda-inbox/refresh` starts the walk and returns `202` immediately,
   or `409` when one is already running — the slot is claimed with a conditional
   upsert on `app_meta`, so two clicks cannot start two walks. A `running` state

src/buyer-routes.ts

@@ -176,6 +176,7 @@ interface DealRow {
   status: DealStatus;
   follow_up_at: string | null;
   note_count: number;
+  todo_count: number;
   business_id: string;
   business_name: string;
   business_status: string;
@@ -456,7 +457,10 @@ export function registerBuyerRoutes(app: FastifyInstance): void {
     const deals = await query<DealRow>(
       `SELECT d.id, d.nda_id, d.status, d.follow_up_at,
               b.id AS business_id, b.name AS business_name, b.status AS business_status,
-              (SELECT count(*)::int FROM note WHERE deal_id = d.id) AS note_count
+              (SELECT count(*)::int FROM note WHERE deal_id = d.id) AS note_count,
+              -- Both counts feed the delete confirmation: the user should know
+              -- what disappears with the deal before agreeing to it.
+              (SELECT count(*)::int FROM todo WHERE deal_id = d.id) AS todo_count
          FROM deal d JOIN business b ON b.id = d.business_id
         WHERE d.buyer_id = $1 ORDER BY d.created_at`,
       [id],
@@ -470,6 +474,7 @@ export function registerBuyerRoutes(app: FastifyInstance): void {
           status: deal.status,
           follow_up_at: deal.follow_up_at,
           note_count: deal.note_count,
+          todo_count: deal.todo_count,
           business: {
             id: deal.business_id,
             name: deal.business_name,
@@ -777,6 +782,19 @@ export function registerBuyerRoutes(app: FastifyInstance): void {
     },
   );
 
+  /**
+   * Removes one deal. Its notes, todos and documents go with it through the
+   * ON DELETE CASCADE on their deal_id; the round and the buyer are untouched,
+   * which is what the confirmation in the UI promises.
+   */
+  app.delete<{ Params: { id: string } }>('/api/deals/:id', async (req, reply) => {
+    const { id } = req.params;
+    if (badId(id, reply, 'deal')) return reply;
+    const row = await queryOne<{ id: string }>('DELETE FROM deal WHERE id = $1 RETURNING id', [id]);
+    if (!row) return reply.code(404).send({ error: 'deal not found' });
+    return { ok: true };
+  });
+
   /** Read-only; the full notes UI follows in module 5. */
   app.get<{ Params: { id: string } }>('/api/deals/:id/notes', async (req, reply) => {
     const { id } = req.params;

src/dropbox-sign.ts

@@ -118,6 +118,59 @@ export function ndaSearchQuery(since: Date): string {
   return `title:"${NDA_TITLE_PREFIX}" AND created:{${day} TO *}`;
 }
 
+/**
+ * Before this date the NDA template was called plain `Buyer Forms -<Name> -
+ * <Business>`; it was renamed to add the ` - NDA` around 2026-06-29. Requests
+ * older than the rename therefore do not match NDA_TITLE_PREFIX at all, and
+ * are fetched by a second, date-bounded query instead.
+ *
+ * The bound is deliberately a day past the rename so nothing can slip through
+ * the seam; the small overlap re-reads a few requests, which is harmless
+ * because both legs feed the same idempotent upsert.
+ */
+export const RENAME_DATE = new Date('2026-06-30T00:00:00Z');
+
+/**
+ * The phrase the legacy leg searches for.
+ *
+ * Deliberately without the trailing hyphen: `title:"Buyer Forms -"` matches
+ * only 70 requests in May/June where `title:"Buyer Forms"` matches 535, and
+ * ~87% of that wider set are genuine pre-rename NDAs. The API evidently does
+ * not treat the trailing punctuation as part of the phrase, so the hyphen
+ * costs recall and buys nothing. Precision is restored by
+ * isLegacyNdaRequest() below, which is what the safety net is for.
+ */
+export const LEGACY_TITLE_QUERY = 'Buyer Forms';
+
+/**
+ * `title:"Buyer Forms"` on its own matches 11,877 of the account's 13,264
+ * requests, so it is useless unbounded. Restricting it to the period before
+ * the rename is what makes it selective — after that date the strict prefix
+ * covers everything anyway.
+ */
+export function legacyNdaSearchQuery(since: Date): string {
+  const from = since.toISOString().slice(0, 10);
+  const to = RENAME_DATE.toISOString().slice(0, 10);
+  return `title:"${LEGACY_TITLE_QUERY}" AND created:{${from} TO ${to}}`;
+}
+
+/**
+ * Safety net for the legacy leg: the old title, no "NDA" anywhere in it (that
+ * belongs to the other leg), and an actual signer. Anything else the loose
+ * query drags in is logged and skipped.
+ *
+ * The hyphen after "Buyer Forms" is optional because a handful of requests
+ * were typed without it ("Buyer Forms Jack Cahn - …") and are perfectly good
+ * NDAs. The trailing \S is what still rejects the bare "Buyer Forms" rows,
+ * which carry neither a name nor a business.
+ */
+export function isLegacyNdaRequest(request: SignatureRequest): boolean {
+  const title = request.title ?? '';
+  if (!/^Buyer Forms\s*-?\s*(?!.*NDA)\S/.test(title)) return false;
+  const signature = request.signatures?.[0];
+  return Boolean(signature?.signer_name?.trim() || signature?.signer_email_address?.trim());
+}
+
 /**
  * One page of the list endpoint, newest first. Paging is driven by the caller
  * (see nda-refresh.ts) so it can pace the calls and handle throttling.

src/nda-inbox-routes.ts

@@ -13,6 +13,7 @@ import {
   statusOf,
 } from './dropbox-sign.js';
 import {
+  META_COVERS_FROM,
   META_LAST_REFRESH,
   OVERLAP_MS,
   REFRESH_KEYS,
@@ -349,7 +350,9 @@ export function registerNdaInboxRoutes(app: FastifyInstance): void {
    * Reads ds_request only — never Dropbox. Mounting the view is one indexed
    * query, so switching tabs costs nothing and the list is always there.
    */
-  app.get<{ Querystring: { since?: string } }>('/api/nda-inbox', async (req, reply) => {
+  app.get<{ Querystring: { since?: string; status?: string; q?: string } }>(
+    '/api/nda-inbox',
+    async (req, reply) => {
     if (!isConfigured()) return notConfigured(reply);
 
     const sinceParam = trimmed(req.query.since);
@@ -360,6 +363,37 @@ export function registerNdaInboxRoutes(app: FastifyInstance): void {
       return reply.code(400).send({ error: `invalid since: ${sinceParam}` });
     }
 
+    // Filtering happens here rather than in the browser: the mirror holds
+    // hundreds of rows and grows, and the status counts have to describe the
+    // whole matching set, not the slice that was shipped.
+    const status = trimmed(req.query.status);
+    if (status && !['pending', 'signed', 'declined'].includes(status)) {
+      return reply.code(400).send({ error: `invalid status: ${status}` });
+    }
+    const search = trimmed(req.query.q);
+
+    const baseParams: unknown[] = [since.toISOString()];
+    let baseWhere = 'WHERE r.created_at >= $1';
+    if (search) {
+      baseParams.push(`%${search}%`);
+      const p = `$${baseParams.length}`;
+      baseWhere += ` AND (r.signer_name ILIKE ${p} OR r.signer_email ILIKE ${p})`;
+    }
+
+    // Counts cover every status so the chips stay usable while one is active,
+    // exactly like the business and buyer lists.
+    const counts = await query<{ status: string; n: number }>(
+      `SELECT r.status, count(*)::int AS n FROM ds_request r ${baseWhere} GROUP BY r.status`,
+      baseParams,
+    );
+
+    const listParams = [...baseParams];
+    let listWhere = baseWhere;
+    if (status) {
+      listParams.push(status);
+      listWhere += ` AND r.status = $${listParams.length}`;
+    }
+
     // Full timestamps, not calendar days: Dropbox orders strictly by date and
     // time, and dropping the time made same-day rows look arbitrarily ordered.
     const rows = await query<{
@@ -389,9 +423,9 @@ export function registerNdaInboxRoutes(app: FastifyInstance): void {
               n.id AS nda_id, n.buyer_id
          FROM ds_request r
          LEFT JOIN nda n ON n.dropbox_sign_id = r.signature_request_id
-        WHERE r.created_at >= $1
+        ${listWhere}
         ORDER BY coalesce(r.signed_at, r.created_at) DESC, r.signature_request_id DESC`,
-      [since.toISOString()],
+      listParams,
     );
 
     const emails = [
@@ -445,8 +479,15 @@ export function registerNdaInboxRoutes(app: FastifyInstance): void {
       readTaskState(REFRESH_KEYS),
       readTaskState(SYNC_KEYS),
     ]);
+    const coversFrom = await getMeta(META_COVERS_FROM);
     return {
       requests,
+      counts: {
+        pending: counts.find((c) => c.status === 'pending')?.n ?? 0,
+        signed: counts.find((c) => c.status === 'signed')?.n ?? 0,
+        declined: counts.find((c) => c.status === 'declined')?.n ?? 0,
+        all: counts.reduce((sum, c) => sum + c.n, 0),
+      },
       last_refresh_at: refresh.last_at,
       refresh_state: refresh.state,
       /** {pages, seen, stored} of the last completed walk, null before the first. */
@@ -454,8 +495,12 @@ export function registerNdaInboxRoutes(app: FastifyInstance): void {
       last_sync_at: sync.last_at,
       sync_state: sync.state,
       last_sync_result: sync.last_result,
+      /** How far back the mirror actually reaches; the UI warns when it is later
+       *  than the requested window. */
+      covers_from: coversFrom,
     };
-  });
+  },
+  );
 
   /**
    * Starts the background walk. 202 when it was started, 409 when one is

src/nda-refresh.ts

@@ -2,13 +2,16 @@ import type { FastifyBaseLogger } from 'fastify';
 import { withTransaction } from './db.js';
 import {
   NDA_TITLE_PREFIX,
+  RENAME_DATE,
   type SignatureRequest,
+  isLegacyNdaRequest,
   isRateLimited,
+  legacyNdaSearchQuery,
   listPage,
   ndaSearchQuery,
   statusOf,
 } from './dropbox-sign.js';
-import { type TaskKeys, clearStaleTask, getMeta, startTask } from './background-task.js';
+import { type TaskKeys, clearStaleTask, getMeta, setMeta, startTask } from './background-task.js';
 
 /**
  * Mirrors the Dropbox Sign signature requests into ds_request in the
@@ -35,6 +38,14 @@ export const REFRESH_KEYS: TaskKeys = {
 };
 export const META_LAST_REFRESH = REFRESH_KEYS.lastAt;
 
+/**
+ * The earliest date the mirror is known to be complete from. Normally this is
+ * just the widest window ever walked, but a walk stopped by MAX_PAGES covers
+ * less than it was asked for, and the inbox has to say so rather than quietly
+ * show a short list.
+ */
+export const META_COVERS_FROM = 'ds_mirror_covers_from';
+
 /**
  * How far back a follow-up walk reaches beyond the previous refresh. Generous
  * on purpose: a request created just before the last run, or a clock skew
@@ -89,6 +100,24 @@ export interface RefreshResult {
   pages: number;
   stored: number;
   seen: number;
+  /** Of `stored`, how many came from the pre-rename title format. */
+  legacy_stored: number;
+  /** Earliest creation date this walk actually reached, ISO date. */
+  covers_from: string;
+  /** True when MAX_PAGES ended the walk before it reached the cutoff. */
+  truncated: boolean;
+}
+
+interface LegResult {
+  pages: number;
+  seen: number;
+  stored: number;
+  /** Rows the query returned that the safety net rejected. */
+  skipped: number;
+  /** Oldest created_at seen, unix seconds; Infinity when nothing came back. */
+  oldest: number;
+  /** False when MAX_PAGES cut it short. */
+  complete: boolean;
 }
 
 /** Fetches one page, backing off and retrying while Dropbox throttles us. */
@@ -140,59 +169,146 @@ export async function refreshCutoff(since: Date, explicitSince: boolean): Promis
 }
 
 /**
- * Walks the NDA requests created since `cutoffAt` and mirrors them.
+ * Pages through one search, upserting what survives the safety net.
  *
- * The filtering happens server-side via the search query, so the pages this
- * walks are already ours: `seen` and `stored` should come out roughly equal.
- * The two client-side filters below are safety nets — if the query were ever
- * ignored or changed, they keep the mirror correct and say so in the log.
+ * The filtering happens server-side via the query, so the pages this walks are
+ * already ours; `accept` is the belt-and-braces check that keeps the mirror
+ * correct if a query is ever ignored or widened, and says so in the log.
  */
-async function walk(cutoffAt: Date, log: FastifyBaseLogger): Promise<RefreshResult> {
-  const cutoff = Math.floor(cutoffAt.getTime() / 1000);
-  const query = ndaSearchQuery(cutoffAt);
-  const loggedBody = { done: false };
+async function walkLeg(
+  label: string,
+  query: string,
+  cutoff: number,
+  accept: (request: SignatureRequest) => boolean,
+  log: FastifyBaseLogger,
+  loggedBody: { done: boolean },
+): Promise<LegResult> {
   let stored = 0;
   let seen = 0;
-  let foreign = 0;
+  let skipped = 0;
+  let oldest = Number.POSITIVE_INFINITY;
+  let complete = false;
   let page = 1;
 
   for (; page <= MAX_PAGES; page += 1) {
     if (page > 1) await sleep(PAGE_PAUSE_MS);
     const result = await fetchPageWithBackoff(page, query, log, loggedBody);
-    if (result.requests.length === 0) break;
+    if (result.requests.length === 0) {
+      complete = true;
+      break;
+    }
     seen += result.requests.length;
 
-    // Safety net 1: a title the search should have excluded.
-    const wrongTitle = result.requests.length - result.ndaRequests.length;
-    if (wrongTitle > 0) {
-      foreign += wrongTitle;
-      if (foreign === wrongTitle) {
-        const example = result.requests.find(
-          (request) => !request.title?.startsWith(NDA_TITLE_PREFIX),
-        );
+    const wanted = result.requests.filter(accept);
+    const rejected = result.requests.length - wanted.length;
+    if (rejected > 0) {
+      if (skipped === 0) {
+        const example = result.requests.find((request) => !accept(request));
         log.warn(
-          `[nda-refresh] the search returned ${wrongTitle} request(s) with a foreign title on ` +
-            `page ${page} — filtering them out here; e.g. ${JSON.stringify(example?.title ?? '')}`,
+          `[nda-refresh] ${label}: the search returned ${rejected} request(s) this leg does not ` +
+            `accept on page ${page} — skipping them; e.g. ${JSON.stringify(example?.title ?? '')}`,
         );
       }
+      skipped += rejected;
     }
 
-    // Safety net 2: the date clause is day-granular, so a row from the cutoff
-    // day itself can come back slightly too old.
-    const inWindow = result.ndaRequests.filter((request) => request.created_at >= cutoff);
+    // The date clause is day-granular, so a row from the cutoff day itself can
+    // come back slightly too old.
+    const inWindow = wanted.filter((request) => request.created_at >= cutoff);
     await upsertRequests(inWindow);
     stored += inWindow.length;
 
-    if (result.page >= result.numPages) break;
+    for (const request of result.requests) {
+      if (request.created_at < oldest) oldest = request.created_at;
+    }
+
+    if (result.page >= result.numPages) {
+      complete = true;
+      break;
+    }
   }
 
-  const pages = Math.min(page, MAX_PAGES);
-  log.info(
-    `[nda-refresh] walked ${pages} page(s) with query since ${cutoffAt.toISOString().slice(0, 10)}, ` +
-      `saw ${seen}, stored ${stored} NDA request(s)` +
-      (foreign > 0 ? `, discarded ${foreign} foreign title(s)` : ''),
+  return { pages: Math.min(page, MAX_PAGES), seen, stored, skipped, oldest, complete };
+}
+
+/**
+ * Mirrors every NDA request created since `cutoffAt`.
+ *
+ * Two legs, because the Dropbox template was renamed on ~2026-06-29: the
+ * current `Buyer Forms - NDA …` title, and — only when the window reaches
+ * before the rename — the older `Buyer Forms -…` one, bounded to the period
+ * where that looser prefix is still selective.
+ */
+async function walk(cutoffAt: Date, log: FastifyBaseLogger): Promise<RefreshResult> {
+  const cutoff = Math.floor(cutoffAt.getTime() / 1000);
+  const loggedBody = { done: false };
+
+  const current = await walkLeg(
+    'current format',
+    ndaSearchQuery(cutoffAt),
+    cutoff,
+    (request) => Boolean(request.title?.startsWith(NDA_TITLE_PREFIX)),
+    log,
+    loggedBody,
   );
-  return { pages, stored, seen };
+
+  const needsLegacy = cutoffAt < RENAME_DATE;
+  const legacy = needsLegacy
+    ? await walkLeg(
+        'pre-rename format',
+        legacyNdaSearchQuery(cutoffAt),
+        cutoff,
+        isLegacyNdaRequest,
+        log,
+        loggedBody,
+      )
+    : null;
+
+  const pages = current.pages + (legacy?.pages ?? 0);
+  const seen = current.seen + (legacy?.seen ?? 0);
+  const stored = current.stored + (legacy?.stored ?? 0);
+  const complete = current.complete && (legacy?.complete ?? true);
+  const oldest = Math.min(current.oldest, legacy?.oldest ?? Number.POSITIVE_INFINITY);
+
+  // A complete walk covers everything back to its cutoff. A truncated one only
+  // covers back to the oldest row it managed to read.
+  const reached = complete || !Number.isFinite(oldest) ? cutoffAt : new Date(oldest * 1000);
+  if (!complete) {
+    log.warn(
+      `[nda-refresh] stopped at the ${MAX_PAGES}-page cap before reaching ` +
+        `${cutoffAt.toISOString().slice(0, 10)} — the mirror only covers back to ` +
+        `${reached.toISOString().slice(0, 10)}`,
+    );
+  }
+  await widenCoverage(reached);
+
+  log.info(
+    `[nda-refresh] walked ${pages} page(s) since ${cutoffAt.toISOString().slice(0, 10)}, ` +
+      `saw ${seen}, stored ${stored}` +
+      (legacy ? ` (${legacy.stored} pre-rename)` : '') +
+      (current.skipped + (legacy?.skipped ?? 0) > 0
+        ? `, skipped ${current.skipped + (legacy?.skipped ?? 0)} non-matching`
+        : ''),
+  );
+  return {
+    pages,
+    stored,
+    seen,
+    legacy_stored: legacy?.stored ?? 0,
+    covers_from: reached.toISOString().slice(0, 10),
+    truncated: !complete,
+  };
+}
+
+/**
+ * Coverage only ever improves: an incremental walk reaching back two days does
+ * not un-mirror what a full reload fetched last week.
+ */
+async function widenCoverage(reached: Date): Promise<void> {
+  const current = await getMeta(META_COVERS_FROM);
+  const currentAt = current ? new Date(current) : null;
+  if (currentAt && !Number.isNaN(currentAt.getTime()) && currentAt <= reached) return;
+  await setMeta(META_COVERS_FROM, reached.toISOString());
 }
 
 /**

web/src/App.tsx

@@ -113,9 +113,10 @@ export default function App() {
         </main>
       ) : (
         <main
-          // The inbox table carries eight columns and needs the extra width.
+          // The inbox table carries eight columns, and the buyer detail is a
+          // two-column grid — both need more than the default reading width.
           className={`mx-auto w-full flex-1 overflow-auto px-6 py-6 ${
-            route.view === 'nda-inbox' ? 'max-w-7xl' : 'max-w-5xl'
+            route.view === 'nda-inbox' || route.view === 'buyer' ? 'max-w-7xl' : 'max-w-5xl'
           }`}
         >
           {route.view === 'today' && (

web/src/api.ts

@@ -92,6 +92,7 @@ export interface Deal {
   status: DealStatus;
   follow_up_at: Day | null;
   note_count: number;
+  todo_count: number;
   business: { id: string; name: string; status: BusinessStatus };
 }
 
@@ -287,10 +288,21 @@ export interface RefreshResult {
   pages: number;
   seen: number;
   stored: number;
+  /** Of `stored`, how many used the pre-rename title format. */
+  legacy_stored: number;
+}
+
+export interface InboxCounts {
+  pending: number;
+  signed: number;
+  declined: number;
+  all: number;
 }
 
 export interface Inbox {
   requests: InboxRow[];
+  /** Per status over the whole matching set, not just the rows shipped. */
+  counts: InboxCounts;
   /** ISO timestamp of the last completed background refresh, null if never. */
   last_refresh_at: string | null;
   refresh_state: RefreshState;
@@ -300,6 +312,8 @@ export interface Inbox {
   last_sync_at: string | null;
   sync_state: RefreshState;
   last_sync_result: SyncResult | null;
+  /** ISO date the mirror actually reaches back to, null if never walked. */
+  covers_from: string | null;
 }
 
 export interface ImportResult {
@@ -370,6 +384,8 @@ const qs = (params: Record<string, string | undefined>) =>
 export const api = {
   me: () => request<Staff>('/api/me'),
   staff: () => request<Staff[]>('/api/staff'),
+  /** An existing name is reactivated rather than rejected. */
+  createStaff: (name: string) => post<Staff>('/api/staff', { name }),
   login: (staffId: string) => post<{ ok: boolean; staff: Staff }>('/api/login', { staff_id: staffId }),
   logout: () => post<{ ok: boolean }>('/api/logout'),
   businesses: (status: BusinessStatus | '', search: string) =>
@@ -401,6 +417,7 @@ export const api = {
     patch<NdaRound>(`/api/ndas/${id}`, body),
   addDeal: (ndaId: string, businessId: string) =>
     post<Deal>(`/api/ndas/${ndaId}/deals`, { business_id: businessId }),
+  deleteDeal: (id: string) => del<{ ok: boolean }>(`/api/deals/${id}`),
   setDealStatus: (id: string, status: DealStatus, comment?: string) =>
     post<{ id: string; status: DealStatus; follow_up_at: Day | null }>(
       `/api/deals/${id}/status`,
@@ -439,7 +456,8 @@ export const api = {
     }),
 
   /** Reads the mirrored requests out of the database — never calls Dropbox. */
-  ndaInbox: (since: string) => request<Inbox>(`/api/nda-inbox?${qs({ since })}`),
+  ndaInbox: (since: string, status?: InboxStatus | '', q?: string) =>
+    request<Inbox>(`/api/nda-inbox?${qs({ since, status, q })}`),
   /**
    * Starts the background walk; resolves as soon as it is queued. Passing
    * `since` makes the server re-read that whole window — leave it out for the

web/src/views/BuyerDetail.tsx

@@ -167,75 +167,85 @@ export default function BuyerDetail({
         </Dialog>
       )}
 
-      <Panel title="Identity">
-        <div className="grid grid-cols-2 gap-x-6 gap-y-3">
-          <InlineField
-            label="Company name"
-            value={buyer.company_name}
-            onSave={(next) => guard(() => api.updateBuyer(buyer.id, { company_name: next }))}
-          />
-          <InlineField
-            label="State"
-            value={buyer.state}
-            onSave={(next) => guard(() => api.updateBuyer(buyer.id, { state: next }))}
-          />
-          <InlineField
-            label="Address"
-            value={buyer.address}
-            multiline
-            onSave={(next) => guard(() => api.updateBuyer(buyer.id, { address: next }))}
-          />
-          <InlineField
-            label="How they heard about us"
-            value={buyer.how_heard}
-            multiline
-            onSave={(next) => guard(() => api.updateBuyer(buyer.id, { how_heard: next }))}
-          />
-          <div className="col-span-2">
-            <InlineField
-              label="Background / experience"
-              value={buyer.background_experience}
-              multiline
-              onSave={(next) =>
-                guard(() => api.updateBuyer(buyer.id, { background_experience: next }))
-              }
-            />
-          </div>
-          <div className="col-span-2">
-            <TriState
-              label="Interested in updates"
-              value={buyer.interested_in_updates}
-              onSave={(next) => guard(() => api.updateBuyer(buyer.id, { interested_in_updates: next }))}
-            />
-          </div>
+      {/* Two columns from lg up: who they are on the left, what is happening
+          with them on the right. Below lg it collapses to the old single
+          column. min-w-0 on both so long values wrap instead of forcing the
+          page to scroll sideways. */}
+      <div className="grid grid-cols-1 gap-4 lg:grid-cols-2">
+        <div className="flex min-w-0 flex-col gap-4">
+          <Panel title="Identity">
+            <div className="grid grid-cols-2 gap-x-6 gap-y-3">
+              <InlineField
+                label="Company name"
+                value={buyer.company_name}
+                onSave={(next) => guard(() => api.updateBuyer(buyer.id, { company_name: next }))}
+              />
+              <InlineField
+                label="State"
+                value={buyer.state}
+                onSave={(next) => guard(() => api.updateBuyer(buyer.id, { state: next }))}
+              />
+              <InlineField
+                label="Address"
+                value={buyer.address}
+                multiline
+                onSave={(next) => guard(() => api.updateBuyer(buyer.id, { address: next }))}
+              />
+              <InlineField
+                label="How they heard about us"
+                value={buyer.how_heard}
+                multiline
+                onSave={(next) => guard(() => api.updateBuyer(buyer.id, { how_heard: next }))}
+              />
+              <div className="col-span-2">
+                <InlineField
+                  label="Background / experience"
+                  value={buyer.background_experience}
+                  multiline
+                  onSave={(next) =>
+                    guard(() => api.updateBuyer(buyer.id, { background_experience: next }))
+                  }
+                />
+              </div>
+              <div className="col-span-2">
+                <TriState
+                  label="Interested in updates"
+                  value={buyer.interested_in_updates}
+                  onSave={(next) => guard(() => api.updateBuyer(buyer.id, { interested_in_updates: next }))}
+                />
+              </div>
+            </div>
+          </Panel>
+
+          <Contacts buyer={buyer} guard={guard} />
+
+          {/* Everything the buyer ever produced, including their rounds and deals. */}
+          <Panel title="Notes">
+            <NotesPanel target={{ buyer_id: buyer.id }} includeRelated reloadKey={noteEpoch} />
+          </Panel>
         </div>
-      </Panel>
 
-      <Contacts buyer={buyer} guard={guard} />
+        <div className="flex min-w-0 flex-col gap-4">
+          <Panel title="NDA rounds">
+            <div className="flex flex-col gap-4">
+              {buyer.ndas.map((nda) => (
+                <Round
+                  key={nda.id}
+                  nda={nda}
+                  guard={guard}
+                  onOpenBusiness={onOpenBusiness}
+                  noteEpoch={noteEpoch}
+                />
+              ))}
+              {buyer.ndas.length === 0 && <p className="text-sm text-gray-500">No NDA rounds yet.</p>}
+            </div>
+          </Panel>
 
-      {/* Everything the buyer ever produced, including their rounds and deals. */}
-      <Panel title="Notes">
-        <NotesPanel target={{ buyer_id: buyer.id }} includeRelated reloadKey={noteEpoch} />
-      </Panel>
-
-      <Panel title="Todos">
-        <TodosPanel target={{ buyer_id: buyer.id }} />
-      </Panel>
-
-      <Panel title="NDA rounds">
-        <div className="flex flex-col gap-4">
-          {buyer.ndas.map((nda) => (
-            <Round
-              key={nda.id}
-              nda={nda}
-              guard={guard}
-              onOpenBusiness={onOpenBusiness}
-              noteEpoch={noteEpoch}
-            />
-          ))}
-          {buyer.ndas.length === 0 && <p className="text-sm text-gray-500">No NDA rounds yet.</p>}
+          <Panel title="Todos">
+            <TodosPanel target={{ buyer_id: buyer.id }} />
+          </Panel>
         </div>
-      </Panel>
+      </div>
     </div>
   );
 }
@@ -517,6 +527,7 @@ function DealRow({
 }) {
   const [menuOpen, setMenuOpen] = useState(false);
   const [pending, setPending] = useState<DealStatus | null>(null);
+  const [confirmDelete, setConfirmDelete] = useState(false);
   const [comment, setComment] = useState('');
   const [busy, setBusy] = useState(false);
   const [detailOpen, setDetailOpen] = useState(false);
@@ -583,6 +594,16 @@ function DealRow({
                   {DEAL_LABELS[status]}
                 </button>
               ))}
+              <div className="my-1 border-t border-gray-100" />
+              <button
+                onClick={() => {
+                  setMenuOpen(false);
+                  setConfirmDelete(true);
+                }}
+                className="block w-full px-3 py-1 text-left text-sm text-red-600 hover:bg-red-50"
+              >
+                Delete deal…
+              </button>
             </div>
           )}
         </div>
@@ -603,6 +624,27 @@ function DealRow({
         )}
       </div>
 
+      {confirmDelete && (
+        <Dialog
+          title="Delete this deal?"
+          confirmLabel="Delete"
+          busy={busy}
+          onCancel={() => setConfirmDelete(false)}
+          onConfirm={async () => {
+            setBusy(true);
+            await guard(() => api.deleteDeal(deal.id));
+            setBusy(false);
+            setConfirmDelete(false);
+          }}
+        >
+          <p className="text-sm text-gray-600">
+            This removes <span className="font-medium">{deal.business.name}</span> and its{' '}
+            {deal.note_count} note{deal.note_count === 1 ? '' : 's'} and {deal.todo_count} todo
+            {deal.todo_count === 1 ? '' : 's'}. The NDA round and the buyer stay.
+          </p>
+        </Dialog>
+      )}
+
       {pending && (
         <Dialog
           title={DEAL_ACTIONS[pending]}

web/src/views/Login.tsx

@@ -1,16 +1,26 @@
-import { useEffect, useState } from 'react';
+import { useCallback, useEffect, useState } from 'react';
 import { api, type Staff } from '../api.js';
+import { StaffName } from '../staff-color.js';
 
 export default function Login({ onLogin }: { onLogin: (staff: Staff) => void }) {
   const [staff, setStaff] = useState<Staff[]>([]);
   const [error, setError] = useState<string | null>(null);
+  const [adding, setAdding] = useState(false);
+  const [name, setName] = useState('');
+  const [busy, setBusy] = useState(false);
+
+  const load = useCallback(
+    () =>
+      api
+        .staff()
+        .then((list) => setStaff(list.filter((s) => s.active)))
+        .catch((err: Error) => setError(err.message)),
+    [],
+  );
 
   useEffect(() => {
-    api
-      .staff()
-      .then((list) => setStaff(list.filter((s) => s.active)))
-      .catch((err: Error) => setError(err.message));
-  }, []);
+    void load();
+  }, [load]);
 
   async function pick(member: Staff) {
     try {
@@ -21,6 +31,28 @@ export default function Login({ onLogin }: { onLogin: (staff: Staff) => void })
     }
   }
 
+  /**
+   * Adding a person here means a new colleague can sign in without anyone
+   * running curl. An existing name is not an error: the endpoint reactivates
+   * that person, which is exactly what you want when someone comes back.
+   */
+  async function add() {
+    const trimmed = name.trim();
+    if (!trimmed || busy) return;
+    setBusy(true);
+    setError(null);
+    try {
+      await api.createStaff(trimmed);
+      setName('');
+      setAdding(false);
+      await load();
+    } catch (err) {
+      setError((err as Error).message);
+    } finally {
+      setBusy(false);
+    }
+  }
+
   return (
     <div className="flex min-h-screen items-center justify-center bg-gray-50">
       <div className="w-80 rounded-lg border border-gray-200 bg-white p-6 shadow-sm">
@@ -33,13 +65,45 @@ export default function Login({ onLogin }: { onLogin: (staff: Staff) => void })
               className="rounded border border-gray-300 px-3 py-2 text-left text-sm hover:bg-gray-100"
               onClick={() => pick(member)}
             >
-              {member.name}
+              <StaffName id={member.id} name={member.name} />
             </button>
           ))}
           {staff.length === 0 && !error && (
             <p className="text-sm text-gray-500">No staff members yet.</p>
           )}
         </div>
+
+        <div className="mt-4 border-t border-gray-200 pt-3">
+          {adding ? (
+            <div className="flex gap-2">
+              <input
+                autoFocus
+                value={name}
+                onChange={(e) => setName(e.target.value)}
+                onKeyDown={(e) => {
+                  if (e.key === 'Enter') void add();
+                  if (e.key === 'Escape') setAdding(false);
+                }}
+                placeholder="Name"
+                className="w-full rounded border border-gray-300 px-2 py-1 text-sm"
+              />
+              <button
+                onClick={add}
+                disabled={busy || name.trim() === ''}
+                className="rounded bg-gray-900 px-3 py-1 text-sm text-white disabled:opacity-40"
+              >
+                Add
+              </button>
+            </div>
+          ) : (
+            <button
+              onClick={() => setAdding(true)}
+              className="text-sm text-blue-600 hover:underline"
+            >
+              Add person…
+            </button>
+          )}
+        </div>
       </div>
     </div>
   );

web/src/views/NdaInbox.tsx

@@ -41,6 +41,10 @@ export default function NdaInbox({
   // minute of paging. A plain Refresh must not do that — only a date the user
   // actually moved since the last run asks for the wide reload, once.
   const [sinceChanged, setSinceChanged] = useState(false);
+  const [status, setStatus] = useState<InboxStatus | ''>('');
+  // Typed straight into the box; `search` is the debounced value that queries.
+  const [searchInput, setSearchInput] = useState('');
+  const [search, setSearch] = useState('');
   const [inbox, setInbox] = useState<Inbox | null>(null);
   const [error, setError] = useState<string | null>(null);
   const [loading, setLoading] = useState(false);
@@ -66,11 +70,18 @@ export default function NdaInbox({
     .find((state) => state?.startsWith('error:'))
     ?.slice('error:'.length);
 
+  // Debounce the search box: filtering is a DB query, not a client-side pass
+  // over rows that happen to be loaded.
+  useEffect(() => {
+    const timer = setTimeout(() => setSearch(searchInput.trim()), 300);
+    return () => clearTimeout(timer);
+  }, [searchInput]);
+
   /** Reads the mirror out of the database — this never talks to Dropbox. */
   const load = useCallback(async () => {
     setLoading(true);
     try {
-      const res = await api.ndaInbox(since);
+      const res = await api.ndaInbox(since, status, search);
       setInbox(res);
       setError(null);
       // Deliberately no preselection: a suggestion is a guess, and an import
@@ -83,7 +94,7 @@ export default function NdaInbox({
     } finally {
       setLoading(false);
     }
-  }, [since]);
+  }, [since, status, search]);
 
   useEffect(() => {
     void load();
@@ -94,10 +105,12 @@ export default function NdaInbox({
   useEffect(() => {
     if (!refreshing && watchingRefresh.current && inbox?.last_refresh_result) {
       watchingRefresh.current = false;
-      const { pages, seen, stored } = inbox.last_refresh_result;
+      const { pages, seen, stored, legacy_stored: legacy } = inbox.last_refresh_result;
       setRefreshNotice(
         `Refreshed: ${stored} request${stored === 1 ? '' : 's'} stored ` +
-          `from ${seen} seen over ${pages} page${pages === 1 ? '' : 's'}.`,
+          `from ${seen} seen over ${pages} page${pages === 1 ? '' : 's'}` +
+          (legacy > 0 ? ` · ${legacy} in the pre-rename title format` : '') +
+          '.',
       );
     }
     if (!syncing && watchingSync.current && inbox?.last_sync_result) {
@@ -241,6 +254,47 @@ export default function NdaInbox({
 
       {refreshNotice && <p className="mb-3 text-sm text-gray-600">{refreshNotice}</p>}
       {syncNotice && <p className="mb-3 text-sm text-gray-600">{syncNotice}</p>}
+
+      {/* The mirror can reach back less far than the picker asks for — say so
+          rather than showing a short list as if it were complete. */}
+      {inbox?.covers_from && inbox.covers_from.slice(0, 10) > since && (
+        <p className="mb-3 text-sm text-amber-700">
+          Showing data from {formatDayTimeParts(inbox.covers_from).day} — the mirror does not reach
+          back to {formatDayTimeParts(since).day} yet. Change the date and press Reload window to
+          fetch the rest.
+        </p>
+      )}
+
+      <div className="mb-3 flex flex-wrap items-center gap-3">
+        <div className="flex gap-1">
+          {(
+            [
+              { value: '', label: 'All' },
+              { value: 'pending', label: 'Pending' },
+              { value: 'signed', label: 'Signed' },
+              { value: 'declined', label: 'Declined' },
+            ] as { value: InboxStatus | ''; label: string }[]
+          ).map((chip) => (
+            <button
+              key={chip.label}
+              onClick={() => setStatus(chip.value)}
+              className={`rounded px-3 py-1.5 text-sm ${
+                status === chip.value
+                  ? 'bg-gray-900 text-white'
+                  : 'border border-gray-300 bg-white hover:bg-gray-100'
+              }`}
+            >
+              {chip.label} ({chip.value === '' ? (inbox?.counts.all ?? 0) : (inbox?.counts[chip.value] ?? 0)})
+            </button>
+          ))}
+        </div>
+        <input
+          value={searchInput}
+          onChange={(e) => setSearchInput(e.target.value)}
+          placeholder="Search signer or e-mail…"
+          className={`${INPUT} w-64`}
+        />
+      </div>
       {notice && <p className="mb-3 text-sm text-gray-600">{notice}</p>}
       {error && <p className="mb-3 text-sm text-red-600">{error}</p>}