/* === Reports — GR check-in generator ===
Mirrors the Retirement Legal GR Check-in agenda: per-jurisdiction rows with
the tracked bills + sponsors (Quorum-derived), the compliance LANE, and the
running status narrative. Grouped "Updates" (recent activity) vs "Other
(no updates since last check-in)".
Lane derivation (per Andrew):
- engagement TA → "TA"
- engagement lobbying → "IRS + State lobbying" ("IRS lobbying only"
for DC; "IRS + LDA" for a federal row)
- GA firm present → takes precedence: appended with contract
status matched from CAPS by vendor name
Meetings (Salesforce / lobbying-time log) will slot in as a section here
once the Salesforce report format is known. */
function parseUsDate(s) {
if (!s) return null;
const d = new Date(s);
return isNaN(d) ? null : d;
}
function gaFirmStatus(j) {
const eng = j.engagement || [];
if (!j.gaFirm && !eng.includes("lobbying-ga")) return null;
const firm = j.gaFirm || "firm TBD";
const c = j.gaFirm ? (window.CONTRACTS || []).find((c) =>
c.vendor.toLowerCase().includes(j.gaFirm.toLowerCase()) ||
j.gaFirm.toLowerCase().includes(c.vendor.toLowerCase())) : null;
if (!c) return { firm, status: "no contract on file" };
const exp = parseUsDate(c.expire), now = new Date();
const status = !exp ? "contract dates unknown"
: exp < now ? `contract expired ${c.expire}`
: (exp - now < 90 * 864e5) ? `contract expires ${c.expire}`
: "active contract";
return { firm, status };
}
function grLane(abbr, j) {
const eng = j.engagement || [];
const parts = [];
const lobbying = eng.includes("lobbying") || eng.includes("lobbying-ga") || j.gaFirm;
if (lobbying) {
parts.push(abbr === "DC" ? "IRS lobbying only" : abbr === "FED" ? "IRS + LDA" : "IRS + State lobbying");
} else if (eng.includes("ta")) {
parts.push("TA");
} else if (eng.includes("events")) {
parts.push("Events / other");
}
const ga = gaFirmStatus(j);
if (ga) parts.push(`GA firm — ${ga.firm} (${ga.status})`);
return parts.join(" · ") || "—";
}
const PROGRAM_LABEL_R = { live: "Active program (live)", enacted: "Enacted — implementing", none: "No program" };
const LEG_LABEL_R = { "enacted-session": "Enacted this session", active: "Active legislation", recent: "Recent legislation", none: "No legislation this session" };
function grRows() {
const RECENT_BILL_DAYS = 45;
const now = new Date();
return Object.entries(window.JURISDICTIONS)
.map(([abbr, j]) => {
const bills = (window.BILLS || []).filter((b) => b.state === abbr);
const engaged = (j.engagement || []).length || j.gaFirm || j.grNote || bills.length ||
j.legActivity === "active" || j.legActivity === "enacted-session";
const recentBill = bills.some((b) => {
const d = parseUsDate(b.statusDate);
return d && (now - d) / 864e5 <= RECENT_BILL_DAYS;
});
return { abbr, j, bills, engaged, recentBill };
})
.filter((r) => r.engaged)
.sort((a, b) => {
const order = (r) => (r.j.legActivity === "active" || r.j.legActivity === "enacted-session") ? 0 :
(r.j.engagement || []).length ? 1 : 2;
return order(a) - order(b) || a.abbr.localeCompare(b.abbr);
});
}
function grMarkdown(updates, others, editsByState) {
const today = new Date().toLocaleDateString("en-US", { month: "long", day: "numeric", year: "numeric" });
const line = (r) => {
const out = [`**${window.STATE_NAMES[r.abbr] || r.abbr}**${r.j.label ? ` (${r.j.label})` : ""}`];
out.push(` - Status: ${PROGRAM_LABEL_R[r.j.program]} · ${LEG_LABEL_R[r.j.legActivity]}`);
out.push(` - Lane: ${grLane(r.abbr, r.j)}`);
for (const b of r.bills) out.push(` - ${b.bill} (${b.sponsors || "sponsor n/a"}) — ${b.status}, ${b.statusDate || b.intro}`);
if (r.j.grNote) out.push(` - Note: ${r.j.grNote}`);
const ev = editsByState[r.abbr];
if (ev) out.push(` - Last dashboard edit: ${fmtEventTs(ev.ts)} by ${ev.user_name}`);
return out.join("\n");
};
return [
`## Retirement Savings — GR check-in · generated ${today}`,
``, `### Updates`, ...updates.map(line),
``, `### Other (no recent activity)`, ...others.map(line),
].join("\n");
}
function GRReport() {
const [events, setEvents] = React.useState([]);
const [copied, setCopied] = React.useState(false);
React.useEffect(() => {
window.Store.history({ type: "jurisdiction" }).then(setEvents).catch(() => setEvents([]));
}, []);
// Latest edit event per state (already newest-first from the store).
const editsByState = {};
for (const e of events) if (!editsByState[e.entityId]) editsByState[e.entityId] = e;
const RECENT_EDIT_DAYS = 30;
const now = new Date();
const isRecentEdit = (abbr) => {
const e = editsByState[abbr];
if (!e) return false;
const iso = e.ts.includes("T") ? e.ts : e.ts.replace(" ", "T") + "Z";
const d = new Date(iso);
return !isNaN(d) && (now - d) / 864e5 <= RECENT_EDIT_DAYS;
};
const rows = grRows();
const updates = rows.filter((r) => r.recentBill || isRecentEdit(r.abbr));
const others = rows.filter((r) => !updates.includes(r));
async function copy() {
try {
await navigator.clipboard.writeText(grMarkdown(updates, others, editsByState));
setCopied(true);
setTimeout(() => setCopied(false), 2000);
} catch (e) { /* clipboard denied — ignore */ }
}
return (
GR check-in report
Jurisdiction · lane · tracked bills with sponsors (Quorum) · status note.
"Updates" = a bill action in the last 45 days or a dashboard edit in the last 30.
MEETINGS: not yet tracked — will populate from the Salesforce lobbying-time report once its format is confirmed.
Set each state's lane inputs (engagement type, GA firm) and the status note in the jurisdiction panel.
);
}
function GRSection({ title, rows, editsByState, dim }) {
return (
{title}{rows.length}
{rows.length === 0 ? (
Nothing in this bucket.
) : (
{rows.map((r) => {
const ev = editsByState[r.abbr];
return (