// One-Off Report — the CR Report's sibling, scoped to the One-Off Deals universe. // Universe: one_off_pipeline (scraper v1.40, browse dir 526 / buyer 1 / project // 52279 "One-Off Deals"), cross-referenced at render time against the PREVIOUS // BUYERS layer (one_off_conflicts by harvey_id) — rows built from Harvey events // labeled "Conflict Check", i.e. buyers who already looked at this target. // Brian ruling 7/23: the DB/scraper keep the conflict_* spelling; NO UI string // says "conflict" — it reads Previous Buyers everywhere. // Per-company Action / Owner / Due persist in one_off_picks (one row per // harvey_id); Exclude rides on the pick so it survives every re-import. // Visual system: "Vault Sleek Fintech Light" — same as CR Report / Action Dashboard. (function () { const { useState, useEffect, useMemo, useCallback, useRef } = React; const OV = { canvas: "#EDF1F6", ink: "#142B44", body: "#33445A", sec: "#5E6E82", muted: "#8493A6", kicker: "#94A3B5", accent: "#2E77C2", accentDeep: "#1C5C9E", over: "#D6456A", good: "#1F9D57", mono: "var(--f-mono)", panel: { background: "#FFFFFF", border: "1px solid rgba(14,42,71,.08)", borderRadius: 16, boxShadow: "0 1px 2px rgba(14,42,71,.05), 0 8px 24px rgba(14,42,71,.04)" }, kickerStyle: { fontFamily: "var(--f-mono)", fontSize: 10, letterSpacing: ".14em", textTransform: "uppercase", color: "#94A3B5" }, }; const OV_GRAD = `linear-gradient(180deg,${OV.accent},${OV.accentDeep})`; function hexA(hex, a) { const h = hex.replace("#", ""); return `rgba(${parseInt(h.slice(0, 2), 16)},${parseInt(h.slice(2, 4), 16)},${parseInt(h.slice(4, 6), 16)},${a})`; } // Action vocabulary (Brian 7/23): the CR three, plus the five team asks. const ACTION_META = { "High Importance": { color: "#D6456A" }, "Standard Approach": { color: "#2E77C2" }, "Tradeshow": { color: "#7C5CD0" }, "Send to One-Off Team": { color: "#0FA3A3" }, "Flip to New Buyer": { color: "#1F9D57" }, "Follow-Up with Owner": { color: "#B07D0A" }, "Follow-Up with Client": { color: "#C2571F" }, "Get Additional Information": { color: "#64748B" }, }; const ACTION_KEYS = Object.keys(ACTION_META); const ACTION_ORDER = ACTION_KEYS.reduce((m, k, i) => { m[k] = i; return m; }, { "": ACTION_KEYS.length }); // The five team asks group under one pill so the filter row stays scannable. const TEAM_ASKS = ACTION_KEYS.slice(3); const COLUMNS = [ { key: "company", label: "Company", align: "left" }, { key: "prevBuyers", label: "Prev Buyers", align: "center" }, { key: "sales", label: "Sales", align: "right" }, { key: "ebitda", label: "EBITDA", align: "right" }, { key: "status", label: "Status", align: "right" }, { key: "highStatus", label: "High Status", align: "right" }, { key: "lastAction", label: "Last Action", align: "left" }, { key: "lastActionDate", label: "Last Action Date", align: "center" }, { key: "action", label: "Action", align: "left" }, { key: "owner", label: "Owner", align: "left" }, { key: "due", label: "Due", align: "right" }, ]; function fmtM(n) { if (n == null || isNaN(n)) return null; const m = n >= 100000 ? n / 1e6 : n; // normalize raw dollars vs $M return "$" + (m % 1 === 0 ? m.toFixed(0) : m.toFixed(1)) + "M"; } // m/d/yy — one-off targets can carry very old last-action dates function fmtMonDayYr(d) { const m = String(d || "").match(/^(\d{4})-(\d{2})-(\d{2})/); if (!m) return ""; return `${parseInt(m[2], 10)}/${parseInt(m[3], 10)}/${m[1].slice(2)}`; } function localTodayStr() { const d = new Date(); return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}-${String(d.getDate()).padStart(2, "0")}`; } function initialsOf(name) { return String(name || "?").replace(/[^A-Za-z ]/g, "").split(/\s+/).filter(Boolean) .slice(0, 2).map(w => w[0].toUpperCase()).join("") || "?"; } function StatusChip({ value }) { const n = parseFloat(value); const c = isNaN(n) ? OV.muted : n >= 8 ? OV.good : n >= 6.5 ? OV.accent : OV.muted; return ( {isNaN(n) ? "—" : n.toFixed(2)} ); } // Previous Buyers cell: count badge; click opens the buyer/date/by list. function PrevBuyersCell({ rows }) { const [open, setOpen] = useState(false); const n = rows ? rows.length : 0; useEffect(() => { if (!open) return; const close = () => setOpen(false); document.addEventListener("mousedown", close); return () => document.removeEventListener("mousedown", close); }, [open]); if (n === 0) { return
—
; } const color = "#7C5CD0"; return (
e.stopPropagation()}> {open && (
Previous Buyers
{rows.map((b, i) => (
{b.prevBuyer || "—"} {b.prevBuyerDate ? fmtMonDayYr(b.prevBuyerDate) : ""}
))}
)}
); } // Action cell: button + popover with the full vocabulary + clear. function ActionCell({ pick, onSet, readOnly }) { const [open, setOpen] = useState(false); const meta = pick && pick.oneOffAction ? ACTION_META[pick.oneOffAction] : null; const color = meta ? meta.color : OV.muted; const isDone = !!(pick && pick.done); const label = pick && pick.oneOffAction ? (isDone ? "✓ " : "") + pick.oneOffAction : "— Set action"; useEffect(() => { if (!open) return; const close = () => setOpen(false); document.addEventListener("mousedown", close); return () => document.removeEventListener("mousedown", close); }, [open]); return (
e.stopPropagation()}> {open && (
{ACTION_KEYS.map((a, i) => ( {i === 3 && (
Team Asks
)} ))}
)}
); } // Owner cell: app-wide Avatar; click to reassign. function OwnerCell({ ownerId, resolvedId, fallbackName, people, onSet, readOnly }) { const [editing, setEditing] = useState(false); const F = window.VAULT_FIRM; const displayId = ownerId || resolvedId || null; const person = displayId && F.PEOPLE_BY_ID ? F.PEOPLE_BY_ID[displayId] : null; if (editing && !readOnly) { return ( ); } return (
!readOnly && setEditing(true)} title={(person ? person.name : (fallbackName || "")) + (readOnly ? "" : " — click to reassign")} style={{ display: "flex", alignItems: "center", justifyContent: "center", minWidth: 0, cursor: readOnly ? "default" : "pointer" }}> {person ? ( ) : ( {initialsOf(fallbackName)} )}
); } // Due cell: an always-visible date input — the affordance IS the control. function DueCell({ dueDate, onSet, readOnly, today }) { const overdue = dueDate && dueDate < today; return (
onSet(e.target.value || null)} title={dueDate ? "Due date" : "Set a due date"} style={{ width: "100%", padding: "4px 7px", borderRadius: 8, border: "1px solid " + (overdue ? hexA(OV.over, .45) : "rgba(14,42,71,.16)"), background: overdue ? hexA(OV.over, .05) : "#FFFFFF", fontFamily: OV.mono, fontSize: 11, color: overdue ? OV.over : (dueDate ? OV.ink : OV.muted), fontWeight: overdue ? 700 : 400, cursor: readOnly ? "default" : "pointer" }}/> {overdue && OVERDUE}
); } function OneOffReportScreen({ user }) { const F = window.VAULT_FIRM; const PEOPLE_BY_ID = (F && F.PEOPLE_BY_ID) || {}; const [rows, setRows] = useState([]); const [picks, setPicks] = useState([]); const [prevBuyers, setPrevBuyers] = useState([]); const [loading, setLoading] = useState(true); const [error, setError] = useState(null); const [refreshKey, setRefreshKey] = useState(0); const reload = useCallback(() => setRefreshKey(k => k + 1), []); const [filter, setFilter] = useState("all"); // all | | teamasks | unassigned | excluded const [ownerFilter, setOwnerFilter] = useState("all"); // all | person id | "none" const [search, setSearch] = useState(""); // One-shot focus handoff from the Action Dashboard. useEffect(() => { try { const raw = window.sessionStorage.getItem("vault:focus-company"); if (!raw) return; const f = JSON.parse(raw); if (f && f.view === "oneoff" && f.q) { setSearch(f.q); window.sessionStorage.removeItem("vault:focus-company"); } } catch (e) {} }, []); // Building sorts: click = primary, shift-click = stack a level. const [sortStack, setSortStack] = useState([{ key: "sales", dir: "desc" }]); const [colFilters, setColFilters] = useState({}); const [openFilter, setOpenFilter] = useState(null); const filterPopRef = useRef(null); useEffect(() => { if (!openFilter) return; const onDoc = (e) => { if (filterPopRef.current && !filterPopRef.current.contains(e.target)) setOpenFilter(null); }; document.addEventListener("mousedown", onDoc); return () => document.removeEventListener("mousedown", onDoc); }, [openFilter]); const FILTERABLE = { status: true, highStatus: true, lastAction: true, prevBuyers: true }; const colFilterVal = (r, key) => { if (key === "status") return r.currentStatus != null ? Number(r.currentStatus).toFixed(2) : "—"; if (key === "highStatus") return r.highStatus != null ? Number(r.highStatus).toFixed(2) : "—"; if (key === "lastAction") return r.lastAction || "—"; if (key === "prevBuyers") return String((r.prev || []).length); return null; }; const [colWidths, setColWidths] = useState({ company: 200, prevBuyers: 84, sales: 78, ebitda: 78, status: 78, highStatus: 84, lastAction: 104, lastActionDate: 96, action: 190, owner: 56, due: 100, }); const rzRef = useRef(null); const today = localTodayStr(); // Column resize (56px floor, same as CR) useEffect(() => { const onMove = (e) => { const rz = rzRef.current; if (!rz) return; const w = Math.max(56, rz.startW + (e.clientX - rz.startX)); setColWidths(s => ({ ...s, [rz.key]: w })); }; const onUp = () => { if (rzRef.current) { rzRef.current = null; document.body.style.userSelect = ""; } }; window.addEventListener("mousemove", onMove); window.addEventListener("mouseup", onUp); return () => { window.removeEventListener("mousemove", onMove); window.removeEventListener("mouseup", onUp); }; }, []); const startResize = (key) => (e) => { e.preventDefault(); e.stopPropagation(); rzRef.current = { key, startX: e.clientX, startW: colWidths[key] }; document.body.style.userSelect = "none"; }; useEffect(() => { let cancelled = false; (async () => { try { setError(null); const [univ, pk, pb] = await Promise.all([ window.VaultAPI.listOneOffPipeline(), window.VaultAPI.listOneOffPicks().catch(() => []), window.VaultAPI.listOneOffPreviousBuyers().catch(() => []), ]); if (cancelled) return; setRows(univ); setPicks(pk); setPrevBuyers(pb); } catch (e) { if (!cancelled) setError(e.message || String(e)); } finally { if (!cancelled) setLoading(false); } })(); return () => { cancelled = true; }; }, [refreshKey]); const pickById = useMemo(() => new Map(picks.map(p => [String(p.harveyId), p])), [picks]); const prevById = useMemo(() => { const m = new Map(); prevBuyers.forEach(b => { const k = String(b.harveyId); const a = m.get(k) || []; a.push(b); m.set(k, a); }); // newest first inside each company m.forEach(a => a.sort((x, y) => String(y.prevBuyerDate || "").localeCompare(String(x.prevBuyerDate || "")))); return m; }, [prevBuyers]); const modulePeople = useMemo(() => { const myId = ((user && user.personId) || "").replace(/^p_/, "").replace(/_gmail$/, ""); const me = PEOPLE_BY_ID[myId] || null; const teamOf = (p) => p.team || (p.subteam ? p.subteam.replace(/^st-/, "") : null); const myTeam = me ? teamOf(me) : null; const list = ((F && F.PEOPLE) || Object.values(PEOPLE_BY_ID)).filter(p => p && (!myTeam || teamOf(p) === myTeam)); return list.sort((a, b) => (a.name || "").localeCompare(b.name || "")); }, []); // Harvey analyst name -> Vault person id, so unassigned rows still attribute const personIdByName = useMemo(() => { const m = new Map(); Object.values(PEOPLE_BY_ID).forEach(p => { if (p && p.name) m.set(p.name.trim().toLowerCase(), p.id); }); return m; }, []); const enriched = useMemo(() => rows.map((r, i) => { const pick = pickById.get(String(r.harveyId)) || null; const prev = prevById.get(String(r.harveyId)) || []; const raw = (r.analystName || "").trim(); const ownerKey = (pick && pick.ownerId) || (PEOPLE_BY_ID[raw] ? raw : null) || (PEOPLE_BY_ID[raw.toLowerCase()] ? raw.toLowerCase() : null) || personIdByName.get(raw.toLowerCase()) || null; return { ...r, pick, prev, ownerKey, _idx: i }; }), [rows, pickById, prevById, personIdByName]); // Excluded companies leave the working universe entirely and live on the // "Excluded" view until restored. The flag rides on one_off_picks, so it // survives every master re-import. const active = useMemo(() => enriched.filter(r => !(r.pick && r.pick.excluded)), [enriched]); const excludedRows = useMemo(() => enriched.filter(r => r.pick && r.pick.excluded), [enriched]); const ownerPool = useMemo(() => { if (ownerFilter === "none") return active.filter(r => !r.ownerKey); if (ownerFilter !== "all") return active.filter(r => r.ownerKey === ownerFilter); return active; }, [active, ownerFilter]); const counts = useMemo(() => { const c = { all: ownerPool.length, teamasks: 0, unassigned: 0, excluded: 0 }; ACTION_KEYS.forEach(k => { c[k] = 0; }); ownerPool.forEach(r => { const a = r.pick && r.pick.oneOffAction; if (a && c[a] != null) { c[a] += 1; if (TEAM_ASKS.indexOf(a) >= 0) c.teamasks += 1; } else c.unassigned += 1; }); c.excluded = excludedRows.filter(r => ownerFilter === "all" ? true : ownerFilter === "none" ? !r.ownerKey : r.ownerKey === ownerFilter ).length; return c; }, [ownerPool, excludedRows, ownerFilter]); const withPrevBuyers = useMemo(() => ownerPool.filter(r => r.prev && r.prev.length > 0).length, [ownerPool]); const ownerCounts = useMemo(() => { const c = new Map(); let none = 0; active.forEach(r => { if (r.ownerKey) c.set(r.ownerKey, (c.get(r.ownerKey) || 0) + 1); else none += 1; }); return { byId: c, none }; }, [active]); const visible = useMemo(() => { let out = filter === "excluded" ? excludedRows : active; if (ownerFilter === "none") out = out.filter(r => !r.ownerKey); else if (ownerFilter !== "all") out = out.filter(r => r.ownerKey === ownerFilter); if (filter === "unassigned") out = out.filter(r => !(r.pick && r.pick.oneOffAction)); else if (filter === "teamasks") out = out.filter(r => r.pick && TEAM_ASKS.indexOf(r.pick.oneOffAction) >= 0); else if (filter !== "all" && filter !== "excluded") out = out.filter(r => r.pick && r.pick.oneOffAction === filter); for (const [k, vals] of Object.entries(colFilters)) { if (!vals || !vals.length) continue; out = out.filter(r => vals.includes(colFilterVal(r, k))); } const q = search.trim().toLowerCase(); if (q) out = out.filter(r => (r.target || "").toLowerCase().includes(q)); const val = (r, sortKey) => { switch (sortKey) { case "company": return (r.target || "").toLowerCase(); case "prevBuyers": return (r.prev || []).length; case "sales": return r.revenue != null ? Number(r.revenue) : null; case "ebitda": return r.ebitda != null ? Number(r.ebitda) : null; case "status": return r.currentStatus != null ? r.currentStatus : null; case "highStatus": return r.highStatus != null ? r.highStatus : null; case "lastAction": return (r.lastAction || "").toLowerCase() || null; case "lastActionDate": return r.lastActionDate || null; case "action": return ACTION_ORDER[(r.pick && r.pick.oneOffAction) || ""]; case "owner": { const p = r.pick && r.pick.ownerId ? PEOPLE_BY_ID[r.pick.ownerId] : null; return ((p ? p.name : r.analystName) || "").toLowerCase(); } case "due": return (r.pick && r.pick.dueDate) || "9999-12-31"; default: return 0; } }; return [...out].sort((a, b) => { for (const lvl of sortStack) { const dir = lvl.dir === "asc" ? 1 : -1; const va = val(a, lvl.key), vb = val(b, lvl.key); if (va == null && vb == null) continue; if (va == null) return 1; // missing values sink, both directions if (vb == null) return -1; if (va < vb) return -1 * dir; if (va > vb) return 1 * dir; } return 0; }); }, [active, excludedRows, filter, ownerFilter, search, sortStack, colFilters]); const defaultDirFor = (key) => (key === "company" || key === "lastAction" || key === "owner" ? "asc" : "desc"); const setSort = (key, additive) => { setSortStack(prev => { const i = prev.findIndex(l => l.key === key); if (additive) { if (i >= 0) { const n = [...prev]; n[i] = { ...n[i], dir: n[i].dir === "asc" ? "desc" : "asc" }; return n; } return [...prev, { key, dir: defaultDirFor(key) }]; } if (i === 0) return [{ key, dir: prev[0].dir === "asc" ? "desc" : "asc" }, ...prev.slice(1)]; return [{ key, dir: defaultDirFor(key) }]; }); }; const patchPick = useCallback(async (harveyId, patch) => { setPicks(prev => { const i = prev.findIndex(p => String(p.harveyId) === String(harveyId)); if (i >= 0) { const next = [...prev]; next[i] = { ...next[i], ...patch }; return next; } return [...prev, { harveyId, oneOffAction: null, ownerId: null, dueDate: null, ...patch }]; }); try { await window.VaultAPI.upsertOneOffPick(harveyId, patch); } catch (e) { window.VaultUI && window.VaultUI.toast("error", "Failed to save: " + (e.message || e)); reload(); } }, [reload]); const gridCols = COLUMNS.map(c => colWidths[c.key] + "px").join(" ") + " 34px"; const filterDefs = [ { label: "All", val: "all" }, { label: "High Importance", val: "High Importance" }, { label: "Standard Approach", val: "Standard Approach" }, { label: "Tradeshow", val: "Tradeshow" }, { label: "Team Asks", val: "teamasks" }, { label: "Unassigned", val: "unassigned" }, { label: "Excluded", val: "excluded" }, ]; return (
{/* Header */}

One-Off Report

One-Off Deals Universe · Cross-referenced with Previous Buyers
{loading &&
Loading One-Off universe…
} {error && (
Couldn't load the One-Off universe.
{error}
If one_off_pipeline or one_off_picks doesn't exist yet, run the DDL, scrape with v1.40, and import both CSVs via Data Uploads.
)} {!loading && !error && (<> {/* KPI tiles */}
{[ { kicker: "One-Off Universe", value: ownerPool.length, color: OV.accent }, { kicker: "With Prev Buyers", value: withPrevBuyers, color: "#7C5CD0" }, { kicker: "Team Asks", value: counts.teamasks, color: "#0FA3A3" }, { kicker: "Unassigned", value: counts.unassigned, color: OV.muted }, ].map(k => (
{k.value}
{k.kicker}
))}
{/* Owner filter pills */}
{(() => { const pillBase = (on) => on ? { display: "inline-flex", alignItems: "center", gap: 7, border: "none", cursor: "pointer", fontFamily: "inherit", fontSize: 12, fontWeight: 600, color: "#EAF3FF", padding: "5px 13px 5px 6px", borderRadius: 999, background: OV_GRAD, boxShadow: "0 4px 12px rgba(46,119,194,.35)" } : { display: "inline-flex", alignItems: "center", gap: 7, cursor: "pointer", fontFamily: "inherit", fontSize: 12, fontWeight: 500, color: OV.sec, padding: "5px 13px 5px 6px", borderRadius: 999, background: "#FFFFFF", border: "1px solid rgba(14,42,71,.12)" }; const countBadge = (on) => ({ fontFamily: OV.mono, fontSize: 10, padding: "1px 6px", borderRadius: 6, color: on ? "rgba(255,255,255,.85)" : OV.muted, background: on ? "rgba(255,255,255,.2)" : "rgba(14,42,71,.05)" }); return ( <> {modulePeople.map(p => { const on = ownerFilter === p.id; return ( ); })} {ownerCounts.none > 0 && ( )} ); })()}
{/* Action filter pills + search */}
{filterDefs.map(f => { const on = filter === f.val; return ( ); })}
setSearch(e.target.value)} placeholder="Search companies…" style={{ width: 240, background: "#FFFFFF", border: "1px solid rgba(14,42,71,.12)", borderRadius: 10, padding: "9px 14px", fontFamily: OV.mono, fontSize: 12, color: OV.ink, outline: "none" }}/>
{/* Active column-filter chips */} {Object.entries(colFilters).some(([, v]) => v && v.length) && (
Filter {Object.entries(colFilters).filter(([, v]) => v && v.length).map(([k, vals]) => { const col = COLUMNS.find(c => c.key === k); return ( {(col ? col.label : k)}: {vals.length <= 2 ? vals.join(", ") : vals.length + " values"} setColFilters(prev => ({ ...prev, [k]: [] }))}>× ); })}
)} {/* Building-sort chips */} {sortStack.length > 1 && (
Sort {sortStack.map((l, i) => { const col = COLUMNS.find(c => c.key === l.key); return ( {i + 1} setSortStack(prev => prev.map(x => x.key === l.key ? { ...x, dir: x.dir === "asc" ? "desc" : "asc" } : x))}> {(col ? col.label : l.key)} {l.dir === "asc" ? "▲" : "▼"} setSortStack(prev => prev.length > 1 ? prev.filter(x => x.key !== l.key) : prev)}>× ); })} Shift-click headers to stack
)} {/* Table */}
{COLUMNS.map(c => { const lvlIdx = sortStack.findIndex(l => l.key === c.key); const sortOn = lvlIdx >= 0; const arrow = sortOn ? (sortStack[lvlIdx].dir === "asc" ? "▲" : "▼") : "↕"; return (
{FILTERABLE[c.key] && (() => { const sel = colFilters[c.key] || []; const has = sel.length > 0; return ( ); })()} {openFilter === c.key && (() => { const opts = (() => { const m = new Map(); active.forEach(r => { const v = colFilterVal(r, c.key); m.set(v, (m.get(v) || 0) + 1); }); const arr = [...m.entries()]; const numeric = c.key !== "lastAction"; arr.sort((a, b) => numeric ? (parseFloat(b[0]) || -1) - (parseFloat(a[0]) || -1) : String(a[0]).localeCompare(String(b[0]))); return arr; })(); const sel = colFilters[c.key] || []; const toggle = (v) => setColFilters(prev => { const cur = prev[c.key] || []; const next = cur.includes(v) ? cur.filter(x => x !== v) : [...cur, v]; return { ...prev, [c.key]: next }; }); return (
{c.label} {sel.length > 0 && ( setColFilters(prev => ({ ...prev, [c.key]: [] }))} style={{ fontFamily: OV.mono, fontSize: 10, color: OV.accent, cursor: "pointer" }}>Clear )}
{opts.map(([v, n]) => ( ))}
); })()}
); })}
{visible.length === 0 && (
{enriched.length === 0 ? "The universe is empty — scrape with v1.40 and import to one_off_pipeline." : "Nothing matches this filter."}
)} {visible.map((r) => (
{r.target}
{fmtM(r.revenue) || "—"}
{fmtM(r.ebitda) || "—"}
{r.lastAction || "—"}
{r.lastActionDate ? fmtMonDayYr(r.lastActionDate) : "—"}
patchPick(r.harveyId, reopen ? { oneOffAction: a, done: false, doneDate: null } : { oneOffAction: a })}/> patchPick(r.harveyId, { ownerId: pid })}/> patchPick(r.harveyId, { dueDate: d })}/> {filter === "excluded" ? ( ) : ( )}
))}
{visible.length} companies · universe of {active.length} active · {excludedRows.length} excluded · {withPrevBuyers} with previous buyers
Universe
The One-Off universe is the set of Targets sitting in Harvey's One-Off Deals project — companies that came in outside a buyer engagement and need a home. The Prev Buyers column shows which buyers have already looked at each target, so a flip goes to someone new. Assign an action and owner here and it lands on that person's Action Dashboard; Exclude drops a company from the universe permanently and survives every re-import.
)}
); } window.OneOffReportScreen = OneOffReportScreen; })();