/* screens-weeklyreport.jsx — Weekly Report PDF export v2 (Brian 7/20 evening). v1 bugs fixed: (1) mondayOf used toISOString (UTC) → after ~5pm local the report asked for TOMORROW's week and every weekly section came back empty. Local date built from local parts now. (2) pipeline fetch unscoped + uncapped → firm-wide 1,000-row garbage; now module-scoped. (3) browsers strip background colors in print → print-color-adjust: exact everywhere. v2 sections (all real data): Key Metrics · Leaderboard (getModuleIndividuals, Brian excluded, per-column leaders bolded) · YTD Deal Fees by Sub-Team (closed 2026, dm2→sub-team via the individuals map, printed bars) · YTD Funnel (getOverviewTotals Jan1→today) · Cumulative fees ramp (inline SVG) · New Signings & Deals · Research Plan Progress · Pipeline snapshot. */ (() => { const localYMD = (d) => d.getFullYear() + "-" + String(d.getMonth() + 1).padStart(2, "0") + "-" + String(d.getDate()).padStart(2, "0"); const mondayOf = (d) => { const x = new Date(d.getFullYear(), d.getMonth(), d.getDate()); const dow = x.getDay() || 7; if (dow !== 1) x.setDate(x.getDate() - (dow - 1)); return localYMD(x); }; const plusD = (s, n) => { const d = new Date(s + "T00:00:00"); d.setDate(d.getDate() + n); return localYMD(d); }; const fmt = (s) => new Date(s + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric" }); const money = (n) => (n == null || isNaN(n)) ? "\u2014" : "$" + Number(n).toLocaleString(); const moneyK = (n) => (n == null || isNaN(n)) ? "\u2014" : (n >= 1e6 ? "$" + (n / 1e6).toFixed(2) + "M" : "$" + Math.round(n / 1e3) + "K"); const esc = (s) => String(s == null ? "" : s).replace(/&/g, "&").replace(//g, ">"); const inWk = (dateStr, wk) => { const d = String(dateStr || "").slice(0, 10); return d >= wk && d < plusD(wk, 7); }; // Weekly goals — Scott Module row of the Stat Tracker (Brian's Excel, 7/20 screenshot). // Edit here when goals re-baseline. const WEEKLY_GOALS = { leads: 21, ntps: 9, mailings: 200, calls: 375, confCalls: 11, visits: 4, offers: 1.5 }; // BHAG deal-fee targets — 2026_Scott_BHAGProjections_1_8_26.xlsx (BHAG sheets). const BHAG_FEES = { "Scheftz Team": 10195000, "Burton Team": 3565000 }; const BHAG_MODULE = 10195000 + 3565000; const WEEK1 = "2026-01-05"; // first Monday of the year — prorates YTD goals const paceColor = (v, target) => target == null ? null : (v >= target ? "#14603A" : v >= target * 0.7 ? "#8A5A12" : "#7C2438"); const STAGE_BUCKETS = [ ["Signed LOIs", r => Math.abs(r.status - 9.0) < 0.005], ["Current Offers", r => r.status >= 8.0 && r.status < 9.0], ["Pending Offer", r => r.status >= 7.0 && r.status <= 7.5], ["Visit", r => Math.abs(r.status - 6.0) < 0.005], ["Conf Call", r => Math.abs(r.status - 5.5) < 0.005], ["Data", r => Math.abs(r.status - 5.2) < 0.005], ["Leads", r => Math.abs(r.status - 5.0) < 0.005], ]; const LB_COLS = [["ntps", "Lists"], ["mailings", "Mailings"], ["calls", "Calls"], ["leads", "Leads"], ["confCalls", "CC"], ["visits", "Visits"], ["offers", "Offers"]]; function _build({ wk, moduleLabel, generatedBy, pipeline, goals, plans, newClients, offers, closed, individuals, ytd }) { const wkEnd = plusD(wk, 6); const year = wk.slice(0, 4); const offersWk = (offers || []).filter(o => inWk(o.offerDate, wk)); const closedWk = (closed || []).filter(c => inWk(c.closeDate, wk)); const closedYtd = (closed || []).filter(c => String(c.closeDate || "").slice(0, 4) === year); const ncWk = (newClients || []).filter(n => inWk(n.origDate, wk)); const gWk = (goals || []).filter(g => String(g.weekStart || "").slice(0, 10) === wk); const doneIn = sec => gWk.filter(g => g.section === sec && g.done).length; const totIn = sec => gWk.filter(g => g.section === sec).length; const feesWk = closedWk.reduce((a, c) => a + (Number(c.fee) || 0), 0); const metrics = [ ["New Offers", offersWk.length], ["Deals Closed", closedWk.length + (feesWk ? " \u00b7 " + moneyK(feesWk) : "")], ["New Clients", ncWk.length], ["Mailings Sent", doneIn("mailings") + (totIn("mailings") ? " / " + totIn("mailings") : "")], ["Lists Completed", doneIn("approval") + (totIn("approval") ? " / " + totIn("approval") : "")], ]; // Leaderboard (Brian excluded); per-column leaders bolded const board = (individuals || []).filter(p => p.personId !== "bscott") .sort((a, b) => (b.calls + b.mailings) - (a.calls + a.mailings)); const colMax = {}; LB_COLS.forEach(([k]) => { colMax[k] = Math.max(0, ...board.map(p => p[k] || 0)); }); const subTeamOf = {}; (individuals || []).forEach(p => { subTeamOf[p.personId] = p.subTeamLabel || null; }); // YTD fees by sub-team: resolve dm2 (fallback dm3) through ORG data, normalized // to the two teams Brian reports on. Everything else stays in the module total // but off the bars (Brian 7/20: no "Module / Other" bucket). const FIRM = (window.VAULT_FIRM || {}); const teamOfPerson = (id) => { const viaWeek = subTeamOf[id]; const p2 = (FIRM.PEOPLE_BY_ID || {})[id]; const raw = String(viaWeek || (p2 && (p2.subteam || p2.team)) || "").toLowerCase(); if (raw.includes("scheftz") || raw.includes("jscheftz")) return "Scheftz Team"; if (raw.includes("burton") || raw.includes("gburton")) return "Burton Team"; return null; }; const feeBy = { "Scheftz Team": 0, "Burton Team": 0 }; let feeTotal = 0; closedYtd.forEach(c => { const fee = Number(c.fee) || 0; feeTotal += fee; const st = teamOfPerson(c.dm2) || teamOfPerson(c.dm3); if (st) feeBy[st] += fee; }); const feeRows = Object.entries(feeBy); // fixed order: Scheftz, Burton const feeMax = Math.max(1, ...feeRows.map(([, v]) => v)); // Cumulative fees ramp (SVG, months Jan..current) const nowM = Number(wk.slice(5, 7)); const cum = []; let run = 0; for (let m = 1; m <= nowM; m++) { run += closedYtd.filter(c => Number(String(c.closeDate || "").slice(5, 7)) === m) .reduce((a, c) => a + (Number(c.fee) || 0), 0); cum.push(run); } const W = 330, H = 132, padL = 42, padR = 8, padT = 8, padB = 18; const maxC = Math.max(1, ...cum); const X = i => padL + (cum.length === 1 ? 0 : i * (W - padL - padR) / (cum.length - 1)); const Y = v => padT + (1 - v / maxC) * (H - padT - padB); const pts = cum.map((v, i) => X(i).toFixed(1) + "," + Y(v).toFixed(1)).join(" "); const MABBR = ["J","F","M","A","M","J","J","A","S","O","N","D"]; const grid = [0, .25, .5, .75, 1].map(f => `${moneyK(maxC * f)}`).join(""); const ticks = cum.map((v, i) => `${MABBR[i]}`).join(""); const ramp = cum.length ? ` ${grid}${ticks} ${moneyK(cum[cum.length - 1])} ` : ""; const signRows = [ ...offersWk.map(o => ({ co: o.target, buyer: o.buyer, stage: o.stage || "Offer", amt: o.amount || "\u2014", d: o.offerDate })), ...closedWk.map(c => ({ co: c.name, buyer: c.buyer, stage: "Closed", amt: moneyK(Number(c.fee)), d: c.closeDate })), ].sort((a, b) => String(b.d || "").localeCompare(String(a.d || ""))); const buckets = STAGE_BUCKETS.map(([lbl, fn]) => [lbl, (pipeline || []).filter(fn).length]); const planRows = (plans || []).map(p => { const rows = gWk.filter(g => g.planId === p.id); const c = sec => ({ d: rows.filter(g => g.section === sec && g.done).length, t: rows.filter(g => g.section === sec).length }); const r = c("research"), a = c("approval"), m = c("mailings"); return { label: p.label || p.name || "Team", r, a, m }; }).filter(p => p.r.t + p.a.t + p.m.t > 0); const F = ytd || {}; const funnel = [["Lists", F.ntps], ["Leads", F.leads], ["Conf. Calls", F.confCalls], ["Visits", F.visits], ["Offers", F.offers], ["Signed LOIs", F.signedLOIs], ["Closed", F.closedDeals]] .map(([l, v]) => [l, Number(v) || 0]); const fMax = Math.max(1, ...funnel.map(([, v]) => v)); // ---- Boardroom-only aggregates (from the same fetched data) ---- const ind = (individuals || []).filter(p => p.personId !== "bscott"); const sum = k => ind.reduce((a, p) => a + (Number(p[k]) || 0), 0); const wkCC = sum("confCalls"), wkLOI = ind.reduce((a, p) => a + (Number(p.loiExec) || 0), 0); const teams = {}; ind.forEach(p => { const t = p.subTeamLabel || "Module"; (teams[t] = teams[t] || { calls: 0, confCalls: 0, leads: 0, offers: 0, fees: 0 }); ["calls", "confCalls", "leads", "offers"].forEach(k => teams[t][k] += Number(p[k]) || 0); }); closedWk.forEach(c => { const t = subTeamOf[c.dm2] || subTeamOf[c.dm3]; if (t && teams[t]) teams[t].fees += Number(c.fee) || 0; }); const teamRows2 = Object.entries(teams).sort((a, b) => b[1].calls - a[1].calls); const tTot = { calls: sum("calls"), confCalls: wkCC, leads: sum("leads"), offers: sum("offers"), fees: feesWk }; const acc = []; offersWk.filter(o => /LOI/i.test(o.stage || "")).forEach(o => acc.push(`${esc(o.co || o.target)} advanced to ${esc(o.stage)}${o.amount ? " \u00b7 est. " + esc(o.amount) : ""}.`)); closedWk.forEach(c => acc.push(`Closed ${esc(c.name)} (${esc(c.buyer)}) \u00b7 ${moneyK(Number(c.fee))} fee.`)); if (ncWk.length) acc.push(`Onboarded ${ncWk.length} new client${ncWk.length === 1 ? "" : "s"}: ${ncWk.slice(0, 3).map(n => esc(n.project)).join(", ")}.`); if (doneIn("mailings")) acc.push(`${doneIn("mailings")} mailing set${doneIn("mailings") === 1 ? "" : "s"} sent (${doneIn("mailings")}/${totIn("mailings")} planned).`); if (doneIn("approval")) acc.push(`${doneIn("approval")} of ${totIn("approval")} approval lists completed.`); const topCaller = ind.slice().sort((a, b) => b.calls - a.calls)[0]; if (topCaller && topCaller.calls) acc.push(`Top outreach: ${esc(topCaller.personName)} \u00b7 ${topCaller.calls} calls.`); const F2 = ytd || {}; // Weeks elapsed for prorating YTD goals (inclusive of the current week) const wksElapsed = Math.max(1, Math.round((new Date(wk + "T00:00:00") - new Date(WEEK1 + "T00:00:00")) / 6048e5) + 1); // First stage is the NTP / conflict-check count (the overview API aliases it "lists" — // NOT approval lists; that was the v3 mislabel Brian caught at 1,142). const fun = [["Conflict Chk", F2.ntps, null], ["Leads", F2.leads, WEEKLY_GOALS.leads], ["Conf Calls", F2.confCalls, WEEKLY_GOALS.confCalls], ["Visits", F2.visits, WEEKLY_GOALS.visits], ["Offers", F2.offers, WEEKLY_GOALS.offers], ["Signed LOIs", F2.signedLOIs, null], ["Closed", F2.closedDeals, null]].map(([l, v, g]) => [l, Number(v) || 0, g == null ? null : Math.round(g * wksElapsed)]); const pct = (a, b) => b ? Math.round(a / b * 1000) / 10 + "%" : "\u2014"; const eff = [["Lead / List", pct(fun[1][1], fun[0][1])], ["CC / Lead", pct(fun[2][1], fun[1][1])], ["Off / CC", pct(fun[4][1], fun[2][1])]]; const AR = "'Archivo',system-ui,sans-serif", PM = "'IBM Plex Mono',Consolas,monospace", LF = "'Libre Franklin',system-ui,sans-serif"; const kick = (t, extra) => `
${t}${extra ? `${extra}` : ""}
`; const mbox = (v, l, sub) => `
${v}
${l}
${sub ? `
${sub}
` : ""}
`; return `Vault Weekly Report
Vault\u00b7 WEEKLY REPORT
${esc(moduleLabel).toUpperCase()} \u00b7 WEEK OF ${fmt(wk).toUpperCase()} \u2013 ${fmt(wkEnd).toUpperCase()}, ${year}
GENERATED \u00b7 ${new Date().toLocaleDateString("en-US", { month: "short", day: "2-digit", year: "numeric" }).toUpperCase()}
DIRECTOR \u00b7 ${esc(generatedBy).toUpperCase()}
${kick("THIS WEEK \u2014 KEY METRICS")}
${mbox(wkCC, "CONFERENCE CALLS")} ${mbox(wkLOI, "SIGNED LOIs")} ${mbox(offersWk.length, "NEW OFFERS")} ${mbox(ncWk.length, "NEW CLIENTS")}
${[["BUYER INT.", sum("leads"), WEEKLY_GOALS.leads], ["LISTS", sum("ntps"), WEEKLY_GOALS.ntps], ["MAILINGS", sum("mailings"), WEEKLY_GOALS.mailings], ["CALLS", sum("calls"), WEEKLY_GOALS.calls]].map(([l, v, g]) => `${l} ${v}/${g}`).join("")} WEEKLY FEES ${moneyK(feesWk)}
${kick("ACCOMPLISHED THIS WEEK")} ${acc.length ? acc.slice(0, 6).map(a => `
\u2022  ${a}
`).join("") : `
Week in progress \u2014 activity accrues through Sunday.
`} ${kick("NEW SIGNINGS & DEALS")} ${signRows.length ? `${signRows.slice(0, 7).map(r => ``).join("")}
CompanyBuyerStageFee/Amt
${esc(r.co)}${esc(r.buyer)}${esc(String(r.stage).toUpperCase())}${esc(r.amt)}
` : `
None recorded this week yet.
`} ${kick("RESEARCH PLAN PROGRESS")} ${planRows.length ? `${planRows.map(p => ``).join("")}
TeamResearchListsMailings
${esc(p.label)}${p.r.d}/${p.r.t}${p.a.d}/${p.a.t}${p.m.d}/${p.m.t}
` : `
No plan rows this week.
`}
${kick("TEAM ACTIVITY")} ${teamRows2.map(([t, v]) => ``).join("")}
TeamCallsCCLeadsOffFees
${esc(t)}${v.calls}${v.confCalls}${v.leads}${v.offers}${v.fees ? moneyK(v.fees) : "\u2014"}
TOTAL${tTot.calls}${tTot.confCalls}${tTot.leads}${tTot.offers}${tTot.fees ? moneyK(tTot.fees) : "\u2014"}
${kick("LEADERBOARD", "individuals \u00b7 module lead excluded")} ${board.length ? `${LB_COLS.map(([, l]) => ``).join("")}${board.map(p => `${LB_COLS.map(([k]) => ` 0 && p[k] === colMax[k] ? ' class="top"' : ""}>${p[k] || 0}`).join("")}`).join("")}
Person${l}
${esc((p.personName || p.personId).split(" ")[0])}
` : `
No individual activity yet this week.
`}
YEAR-TO-DATE \u00b7 ${year}
${kick("ACTIVE PIPELINE \u2014 RIGHT NOW", (pipeline || []).length + " targets \u00b7 " + esc(moduleLabel))}
${buckets.map(([l, v]) => `
${v}
${esc(l).toUpperCase()}
`).join("")}
${kick("YTD CONVERSION FUNNEL")}
${fun.map(([l, v, g], i) => { const bg = g != null ? paceColor(v, g) : (i === fun.length - 1 ? "#14603A" : "#1C5C9E"); return `
${v.toLocaleString()}
${esc(l).toUpperCase()}
${g != null ? `
GOAL ${g.toLocaleString()}
` : ""}
`; }).join("")}
ON PACE 70\u201399% BEHINDGOALS PRORATED \u00d7 ${wksElapsed} WKS
${kick("EFFICIENCY")}
${eff.map(([l, v]) => `
${v}
${esc(l).toUpperCase()}
`).join("")}
${kick("DEAL FEES vs BHAG \u00b7 " + year)} ${feeRows.map(([st, v]) => { const tgt = BHAG_FEES[st]; const p = tgt ? Math.min(100, Math.round(v / tgt * 100)) : 0; return `
${esc(st).toUpperCase()}${moneyK(v)} / ${moneyK(tgt)} \u00b7 ${tgt ? Math.round(v / tgt * 100) : 0}%
`; }).join("")}
MODULE TOTAL YTD \u00b7 vs BHAG ${moneyK(BHAG_MODULE)}${moneyK(feeTotal)} \u00b7 ${Math.round(feeTotal / BHAG_MODULE * 100)}%
${kick("CUMULATIVE FEES \u2014 " + year)} ${ramp}
GENERATED BY VAULT \u00b7 CONFIDENTIAL${new Date().toLocaleString("en-US")}
`; } async function open() { const A = window.VaultAPI; const wk = mondayOf(new Date()); const jan1 = wk.slice(0, 4) + "-01-01"; const [pipeline, goals, plans, newClients, individuals, ytdRows] = await Promise.all([ A.getPipelineRows(["bscott"], null, null, null).catch(() => []), A.listResearchGoals("bscott", wk).catch(() => []), A.listResearchPlans("bscott").catch(() => []), A.listNewClients().catch(() => []), A.getModuleIndividuals("bscott", wk, wk).catch(() => []), A.getOverviewTotals(["bscott"], null, null, jan1, wk, null).catch(() => null), ]); const ytd = Array.isArray(ytdRows) ? ytdRows[0] : ytdRows; const html = _build({ wk, moduleLabel: "Scott Module", generatedBy: "Brian Scott", pipeline, goals, plans, newClients, individuals, ytd, offers: window.HARVEY_OFFERS || [], closed: window.HARVEY_CLOSED || [], }); const w = window.open("", "_blank"); if (!w) { window.VaultUI && window.VaultUI.toast("error", "Pop-up blocked \u2014 allow pop-ups for vault-harvey.com"); return; } w.document.write(html); w.document.close(); setTimeout(() => { try { w.focus(); w.print(); } catch (e) {} }, 900); // fonts need a beat } window.WeeklyReport = { open, _build, _mondayOf: mondayOf }; })();