// ═══════════════════════════════════════════════════════════════════
// INTELLIGENCE REPORT — the single universal shell for EVERY project.
//
// One layout, driven by the Report Schema (RPT-v3). The shell owns the
// chrome (header · SECTION selector · headline metrics) and the four
// UNIVERSAL section renderers — Thesis · Diligence · Readiness · Sources —
// which render identically for every asset class from a normalized
// `report` object. CLASS-SPECIFIC sections (subject · instrument ·
// underwriting) are supplied per project as render functions, exactly the
// design seam the schema declares (RS-10/11/12 — each class owns its own).
//
// A project registers its data: window.INTEL_REPORTS[projectId] = report.
// Universal sections are data-driven and render OPTIONAL sub-sections
// (entity stack, filing pipeline, …) only when the data is present — so
// richer classes lose nothing and leaner ones stay clean.
// ═══════════════════════════════════════════════════════════════════
(function () {
const { useState } = React;
window.INTEL_REPORTS = window.INTEL_REPORTS || {};
// ── shared helpers ─────────────────────────────────────────────────
const mono = (s, extra) => {s} ;
const card = (extra) => ({ border: "1px solid var(--rule-hard)", borderRadius: "var(--r-3)", background: "var(--bg)", padding: "15px 17px", ...extra });
const sevTone = (s) => ({ high: "err", med: "warn", low: "neutral" }[String(s).toLowerCase()] || "neutral");
const SEV_COLOR = { high: "var(--err)", med: "var(--warn)", low: "var(--ink-4)" };
const PRI_TONE = { P0: "err", P1: "warn", P2: "info" };
const cell = (c, extra) => ({ background: "var(--bg)", padding: "9px 12px", fontSize: "var(--fs-xs)", color: c || "var(--ink-2)", lineHeight: 1.55, ...extra });
const mkBadge = (CLASS) => ({ cls, short }) => { const m = (CLASS && CLASS[cls]) || {}; return {short ? cls : (m.label || cls)} ; };
// ── time-aware digest helpers ──────────────────────────────────────
const isNew = (item) => !!(item && (item.new || item.isNew));
const NewPill = ({ label }) => (
{label || "new"}
);
const DIG_TONE = { new: "var(--accent)", updated: "var(--warn)", resolved: "var(--ok)" };
const IMP_COLOR = { high: "var(--ok)", med: "var(--accent)", low: "var(--ink-4)" };
const impTone = (s) => ({ high: "ok", med: "accent", low: "neutral" }[String(s).toLowerCase()] || "neutral");
function Grid({ cols, headers, children, mb }) {
return (
{headers.map((h, i) =>
{h}
)}
{children}
);
}
// ── canonical slot order, paired index-for-index with groupsForClass ─
const SLOTS = ["thesis", "subject", "instrument", "underwriting", "diligence", "readiness", "sources", "opportunities", "structure"];
const CLASS_SLOTS = ["subject", "instrument", "underwriting"];
// the four delivered parts — read from the schema, with a local fallback
const FALLBACK_PARTS = [
{ id: "brief", name: "Executive Brief", cadence: "weekly", slots: ["thesis"], classSpecific: false, sub: "verdict · thesis · findings · risks — opening with the change digest" },
{ id: "passport", name: "Product Passport", cadence: "monthly", slots: ["subject", "instrument", "underwriting"], classSpecific: true, sub: "the subject · the instrument · the model" },
{ id: "intel", name: "Intelligence Report", cadence: "monthly", slots: ["diligence", "structure", "sources"], classSpecific: false, sub: "verification · contradictions · evidence gaps · structural relations · sourcing" },
{ id: "strategic", name: "Strategic Review", cadence: "quarterly", slots: ["readiness", "opportunities"], classSpecific: false, sub: "gates · ranked actions · opportunity register" },
];
// ── time-aware change digest — what's new/updated since the last version
function DigestStrip({ D }) {
const dg = D.digest;
if (!dg || !dg.items || !dg.items.length) return null;
return (
What’s New
i.status !== "updated").length + " new"} />
{mono((dg.prev ? dg.prev + " → " : "") + (D.version || "current") + " · since " + (dg.since || dg.asOf || "last run"), { color: "var(--accent-lo)" })}
{dg.items.map((it, i) => (
{it.status || "new"}
{it.where || it.ref}
{it.text}{it.ref && · {it.ref} }
))}
);
}
// ── UNIVERSAL · 08 — Opportunity Register (G8), symmetric to risk ──
function OpportunitySection({ D }) {
const ops = D.opportunities || [];
if (!ops.length) {
return (
Opportunity Register
No opportunities logged yet — market research surfaces these as the deal develops.
);
}
return (
Opportunity Register
{ops.map((o) => (
{o.id}
{o.title}
{isNew(o) &&
{o.cat}
{o.impact} impact
{o.desc}
{mono("confidence")}
{o.conf}/100
{o.evidence &&
{mono("evidence")}{o.evidence}
}
))}
);
}
// ── UNIVERSAL · 01 — Thesis & Verdict (G1) ─────────────────────────
function ThesisSection({ D }) {
const Badge = mkBadge(D.CLASS);
const v = D.verdict || {};
return (
{D.metrics && (
{D.metrics.map(([l, vv, s]) => (
{mono(l, { display: "block", marginBottom: 5 })}
{vv}
{s}
))}
)}
{mono("platform verdict · generated from " + (D.kbLen || 0) + " sourced facts", { display: "block", marginBottom: 8 })}
{v.headline}
{v.body}
{mono("confidence")}
{v.confidence} / 100
{v.pills && (
{v.pills.map(([k, vv]) => (
{mono(k)}{vv}
))}
)}
Investment Thesis
{D.thesis.headline}
{D.thesis.pillars.map((p, i) => (
{p.t}
{p.d}
))}
{D.thesis.counterweight &&
{D.thesis.counterweight}
}
What We Found
{D.findings.map((f, i) => (
{f.text}
))}
{D.classCounts && (
{mono("fact ledger")}
{Object.entries(D.classCounts).map(([k, n]) => n > 0 && (
{n}
))}
)}
{[["strengths", D.strengths, "var(--ok)"], D.asks ? ["asks before close", D.asks, "var(--info)"] : null].filter(Boolean).map(([t, list, color]) => (
{mono(t, { display: "block", marginBottom: 8, color })}
{list.map((s, i) => (
▪
{s}
))}
))}
{D.risks && D.risks.length > 0 && (
Risk Register
{D.risks.map((r) => (
{r.id}
{r.title}
{r.cat}
{r.sev}
{r.desc}
{r.mitig &&
{mono("mitigation")}{r.mitig}
}
))}
)}
{dg.framing && (
{dg.framing.tag}
{dg.framing.text}
)}
Verification
{dg.verifyMix && (
{dg.verifyMix.map(([cls, n, note]) => (
))}
)}
{dg.verification && dg.verification.length > 0 && (
{dg.verification.map((v, i) => (
{v.claim}
{v.finding}
))}
)}
Contradictions
{(dg.contradictions || []).map((x) => (
{x.id}
{x.a}
{x.b}
{x.conflict}
{x.sev}
{x.fix}
))}
Open Evidence Gaps
{(dg.gaps || []).map((g) => (
{g.id}
{g.gap}
{g.sev}
{g.today}
{g.closes}
{g.due}
))}
Readiness
{(rd.paths || []).map((p) => {
const done = p.items.filter((i) => i.ok).length;
return (
{p.path}
{done}/{p.items.length} gates
{p.verdict}
{p.items.map((it, i) => (
))}
{p.items.map((it, i) => (
{it.ok ? "●" : "○"}
{it.what}
{it.note}
))}
{p.note &&
{p.note}
}
);
})}
{(D.diligence || {}).filings && (D.diligence || {}).filings.length > 0 && (
Filing Pipeline
{(D.diligence || {}).filings.map((f, i) => (
{f.name}
{f.statusLabel || f.status}
{f.detail}
))}
)}
Recommended Actions
{(rd.actions || []).map((a) => {
const [n, action, rationale, pri] = Array.isArray(a) ? a : [a.n, a.action, a.rationale, a.pri];
return (
{n}
{action}
{rationale}
{pri}
);
})}
);
}
// ── UNIVERSAL · 07 — Sources (G7) ──────────────────────────────────
function SourcesSection({ D, go, standalone }) {
const sr = D.sources || {};
if (sr.render) return sr.render(go, standalone);
const reg = sr.registry || [];
const relTone = (n) => (n >= 80 ? "var(--ok)" : n >= 55 ? "var(--warn)" : "var(--err)");
return (
Citation Registry
{sr.note &&
{sr.note}
}
{reg.length > 0 ? (
{reg.map((r) => (
{r.id}
{r.kind}
{r.name}
{isNew(r) &&
{(r.author || r.dept || r.version || r.related) &&
{[r.author, r.dept, r.version && ("v" + r.version)].filter(Boolean).join(" · ")}{r.related ? " · ↳ " + r.related : ""}
}
{r.rel != null ? (
) :
— }
{r.uploaded && ↑ {r.uploaded}{r.kind === "web" ? "⧉ " : "▤ "} {r.parsed}— }
{r.facts != null ? r.facts : "—"}
))}
) : (
)}
{reg.some((r) => r.author || r.dept || r.version) && (
Document metadata — author · department · version lineage · related documents (↳) — is carried per source; reliability is the source-reliability tier assigned at parse. Ingested shows ↑ upload / ▤ parse for documents and ⧉ retrieval for web sources.
)}
Classifications: V verified · P self-reported · A assumption · H hypothesis · Q questionable · U unknown.
);
}
// ── UNIVERSAL · 09 — Structural Relations (G9), from the Knowledge Graph ──
function StructureSection({ D, go, standalone }) {
const gi = D.graphInsights;
const REL_TONE = { "at-risk": "err", flow: "accent", firm: "ok", open: "warn" };
const REL_COLOR = { "at-risk": "var(--err)", flow: "var(--accent)", firm: "var(--ok)", open: "var(--warn)" };
if (!gi) {
return (
Structural Relations
No structural read yet — the relationship map appears once the deal graph is built.
);
}
return (
Load-bearing & At-risk Relationships
{gi.note &&
{gi.note}
}
{(gi.relations || []).map((r, i) => (
{r.from}
{r.rel}
{r.to}
{r.status}
{r.note &&
{r.note}
}
))}
{gi.chains && gi.chains.length > 0 && (
{mono("dependency chains — how control & value flow", { display: "block", marginBottom: 8, color: "var(--ink-4)" })}
{gi.chains.map((c, i) => (
{mono(c.label, { color: REL_COLOR[c.status] || "var(--ink-4)", whiteSpace: "nowrap" })}
{c.path}
{c.note && — {c.note} }
))}
)}
{gi.insight && (
{mono("structural insight", { display: "block", marginBottom: 6, color: "var(--accent-lo)" })}
{gi.insight}
)}
{!standalone && go && (
go("graph")} style={{ marginTop: 4, border: "none", background: "transparent", color: "var(--ink-4)", cursor: "pointer", fontFamily: "var(--mono)", fontSize: "8.5px", letterSpacing: "0.06em", textTransform: "uppercase", padding: 0 }}>full graph ↗
)}
);
}
// ── class-specific fallback — schema skeleton when a class supplies no body
function LensTemplate({ classId, slot }) {
const SCHEMA = window.REPORT_SCHEMA;
const groups = (SCHEMA && SCHEMA.groupsForClass) ? SCHEMA.groupsForClass(classId) : [];
const gid = { subject: "G2", instrument: "G3", underwriting: "G4" }[slot];
const g = groups.find((x) => x.id === gid);
if (!g) return null;
return (
{g.label}
{g.subs.map((sub) => (
{sub.id}
{sub.label}
{sub.cards.map(([type, def, step], i) => (
{type}
{def}
{step}
))}
))}
);
}
// ── the shell ──────────────────────────────────────────────────────
function IntelligenceReport({ proj, tenant, go, standalone, part: partProp, setPart: setPartProp }) {
const [partLocal, setPartLocal] = useState("brief");
const part = partProp != null ? partProp : partLocal;
const setPart = setPartProp || setPartLocal;
const D = (window.INTEL_REPORTS && window.INTEL_REPORTS[proj.id]) || null;
const classId = D ? D.classId : (window.AssetClass ? window.AssetClass.of(proj) : "equity");
const SCHEMA = window.REPORT_SCHEMA;
const groups = (SCHEMA && SCHEMA.groupsForClass) ? SCHEMA.groupsForClass(classId) : [];
// four delivered parts (schema-driven) over the canonical slots
const PARTS = (SCHEMA && (SCHEMA.REPORTS || SCHEMA.PARTS)) || FALLBACK_PARTS;
const slotGroup = {}; SLOTS.forEach((slot, i) => { slotGroup[slot] = groups[i]; });
const renderSlot = (slot) => {
if (slot === "thesis") return
No report payload registered for this project yet — run the workflow to compose it.
);
}
const activePart = PARTS.find((p) => p.id === part) || PARTS[0];
const body = (
{part === "brief" &&
}
{activePart.slots.map((slot, i) => (
{renderSlot(slot)}
))}
{/* active part header — the part nav lives in the Workspace sidebar */}
{String(partIdx + 1).padStart(2, "0")}
{activePart.name}
{activePart.cadence && {activePart.cadence} }
{activePart.sub}
{activePart.classSpecific &&
{body}
{D.footer || "Generated from the project Knowledge Base. Classifications: V verified · P self-reported · A assumption · H hypothesis · Q questionable · U unknown."}
);
}
// shared helpers other report-data modules reuse for their class sections
window.IntelReportKit = { mono, card, Grid, cell, sevTone, SEV_COLOR, PRI_TONE, mkBadge };
window.IntelligenceReport = IntelligenceReport;
})();