// ============================================================
// Othello — Data Room: the PREPROCESS requirements screen
// ============================================================
//
// Phase 2 ("requirements"). Shows the FULL extracted questionnaire as a
// master panel with an always-visible contextual right-hand panel:
//
// · click a SECTION header → the panel lists the knowledge-base
// documents that will feed it, and lets the user tag more / upload.
// · click an individual QUESTION → the panel shows that question's
// metadata: the generation prompt and the information Othello can
// draw on to draft the answer.
//
// The user can also add a section manually ("Add a section"), which starts
// blank, and append individual questions to any existing section ("Add a
// question"). Questions only — the responses themselves are drafted later by
// "Process". All selection / tagging / added sections / added questions are
// kept in local React state so the screen never touches the answer page.
// Resolve a knowledge-base doc id against the live KB (falls back to the
// seed + the user-supplied Chubb certificate). Named distinctly to avoid
// clashing with any same-named helper on the answer-generation page.
function reqResolveKbDoc(kbDocs, id) {
return (kbDocs || []).find(d => d.id === id)
|| (typeof KB_DOCS !== "undefined" ? KB_DOCS.find(d => d.id === id) : null)
|| (id === "chubb_combined" && typeof CHUBB_KB_DOC !== "undefined" ? CHUBB_KB_DOC : null);
}
function reqUploadDoc(name, i) {
return { id: "up_" + name.replace(/\W+/g, "_").toLowerCase() + "_" + i, kind: name.toLowerCase().endsWith(".pdf") ? "pdf" : "doc", title: name, type: "Uploaded", asAt: "—", added: "just now", source: "Uploaded · synced from DD", justSynced: true };
}
// Lowercase the first letter for mid-sentence flow, but leave all-caps
// acronyms (AUM, ESG, ETF, REM …) intact.
function lcFirst(s) { return s && /^[A-Z][a-z]/.test(s) ? s.charAt(0).toLowerCase() + s.slice(1) : s; }
// Matches the imperative "Please detail / provide / describe … X" asks so
// the X can be lifted into a natural instruction.
const REQ_IMP = /^(?:please\s+)?(?:provide details of|provide some detail on|provide an indication of|provide details|provide|detail|describe|articulate|outline|list|add)\s+(.+)$/i;
// Domain content hints — what kinds of facts to look for, keyed by the
// wording of the question. Ordered specific → general; matches are unioned
// and capped so the brief stays focused.
const REQ_CONTENT_HINTS = [
[/inception|date the business|established|launch|track record/i,
["Date the business / fund was established or launched", "Length and continuity of the track record", "Any predecessor strategy, fund or mandate"]],
[/ownership|shareholder|employee-owned|equity ownership|owned by/i,
["Shareholding percentages by individual or entity", "Legal entity / group structure and any parent links", "Whether there are any external or institutional holders", "Any recent or planned changes to ownership"]],
[/legal entity|holding company|parent company|group structure|corporate structure/i,
["Legal entity structure and any group / parent links", "Roles of related or outsourced service entities"]],
[/board|executive team|governance|director|operational duties/i,
["Board / executive members and their roles", "Separation of the front office from operations / back office"]],
[/profitab|breakeven|working capital|profitable/i,
["Whether the business is profitable on base fees alone", "Reliance on performance fees", "Working-capital runway if pre-breakeven"]],
[/\baum\b|funds under management|\bfum\b|net flows|capacity|calendar year/i,
["AUM / FUM figures with their as-at dates and currency", "Calendar-year history and net inflows / outflows", "Capacity estimate and when it was last reviewed"]],
[/institutional|wholesale|retail|10% of total|client group|concentration/i,
["Split of AUM by channel or unit class", "The largest client(s) and their % of total AUM", "Segregated mandate vs pooled-fund split"]],
[/single strategy|other source|revenue|strategies/i,
["Number and type of strategies / products run", "All sources of revenue", "Materiality of any non-management-fee revenue"]],
[/headcount|split by function|number of staff/i,
["Total headcount and how it has changed over three years", "Split between investment and non-investment functions", "Which functions are outsourced, and to whom"]],
[/key investment staff|bios|biograph|portfolio manager|analyst|investment team/i,
["Each person's name, title and role", "Years of industry experience and tenure at the firm", "Prior firms, qualifications and designations"]],
[/addition|departure|joiner|leaver|turnover/i,
["Joiners and leavers over the past three years", "Roles affected and the dates of each change"]],
[/\brem\b|remuneration|incentive|co-invest|alignment|retention/i,
["Base vs variable pay structure", "How pay is linked to the fund's investment outcomes", "Equity ownership / co-investment and other retention mechanisms"]],
[/back-up|succession|key decision|key person/i,
["Designated back-up decision-maker(s)", "Succession plan for senior investment staff", "How key-person risk is spread across the team"]],
[/esg/i,
["Whether ESG is integrated or run by a dedicated team", "The ESG / proxy-voting policy", "How ESG risk feeds valuation and stock selection"]],
[/style|philosophy|classify|overarching/i,
["The stated investment style / bias", "Core beliefs and the source of edge", "The market inefficiency being exploited"]],
[/screen|universe|idea|coverage|financial models|in house|external research|generalist|specialist|devil|macro|workflow/i,
["How the investable universe is defined and screened", "How ideas are generated, validated and challenged", "Names covered / modelled, and internal vs external research"]],
[/benchmark aware|position siz|construct|challenged on position|number of (stocks|holdings)|sizing/i,
["Number of holdings and how positions are sized", "Whether the portfolio is benchmark-aware", "Buy and sell discipline triggers"]],
[/downside|stress|scenario|risk control|risk committee|significant weakness|drawdown/i,
["Stock- and portfolio-level downside / stress testing", "Risk limits (stock, sector, cash, leverage)", "Independent risk oversight outside the investment team"]],
[/proprietary|internal.*model|machine learning|ai\b|enhancement/i,
["Proprietary tools / models and how they are used", "Recent process enhancements", "Any use of AI / ML in the process"]],
[/performance benchmark/i,
["The named benchmark index"]],
[/return objective|outperform|return target/i,
["The return target relative to benchmark", "The measurement time horizon", "Whether it is stated gross or net of fees"]],
[/risk objective|tracking error/i,
["The stated risk objective", "Expected tracking-error range"]],
[/fee structure|fee rebate|hurdle|high-water|\bhwm\b|performance fee/i,
["Base and performance fee terms", "The hurdle / benchmark", "High-water-mark treatment and the average performance fee", "Whether rebates are available"]],
[/service provider|custodian|auditor|prime broker|responsible entity/i,
["Responsible Entity / trustee", "Custodian and any sub-custodian", "Fund auditor", "Prime broker, if any"]],
[/\betf\b/i,
["Whether the fund is listed or an ETF", "Market makers / authorised participants, if applicable"]],
[/derivative|gearing|leverage|geared/i,
["Whether derivatives or leverage are used", "Approved instruments", "Their role in implementation"]],
];
// The kinds of content to look for — domain hints unioned with the exact
// table columns the answer needs to populate.
function reqLookFor(item) {
const out = [];
for (const [re, hints] of REQ_CONTENT_HINTS)
if (re.test(item.q)) for (const h of hints) if (!out.includes(h)) out.push(h);
let bullets = out.slice(0, 5);
if (bullets.length === 0) bullets = ["The specific facts the question asks for", "Supporting figures with their as-at dates", "A source document that evidences each point"];
if (item.table && item.table.head) {
const cols = item.table.head.filter(h => h && h.trim());
if (cols.length) bullets.push("Values for the table columns: " + cols.join(" · "));
}
return bullets;
}
function joinList(a) { a = a.filter(Boolean); return a.length <= 1 ? (a[0] || "") : a.slice(0, -1).join(", ") + " and " + a[a.length - 1]; }
// One editable, plain-language instruction for the agent: what to produce,
// the content to look for, and which documents to draw on. Composed from the
// question and the content hints; the user can edit it freely in the panel.
function reqInstruction(item, section) {
const sec = section.title;
if (item.hint) {
return `Open field — invite the manager to add any context they wish, in their own words, drawing on the ${sec} documents below where useful.`;
}
const body = item.q.trim().replace(/\s+/g, " ").replace(/[?:.,\s]+$/, "");
let lead;
if (section.custom || /biograph/i.test(section.title)) {
lead = `Draft a short professional biography for ${body}.`;
} else if (/^if\b/i.test(body)) {
const after = body.replace(/^if[^,]*,\s*/i, "");
const im2 = after.match(REQ_IMP);
lead = im2 ? `Where the preceding answer applies, set out ${lcFirst(im2[1])}.` : `Where the preceding answer applies, ${lcFirst(after.replace(/^please\s+/i, ""))}.`;
} else {
const im = body.match(REQ_IMP);
lead = im ? `Set out ${lcFirst(im[1])}.` : `Answer the question: ${body}?`;
}
const all = reqLookFor(item);
const cols = all.find(b => b.startsWith("Values for the table columns"));
const hints = all.filter(b => !b.startsWith("Values for the table columns"));
let s = lead;
if (hints.length) s += ` Look for ${joinList(hints.map(lcFirst))}.`;
if (cols) s += ` Populate the table: ${cols.replace(/^Values for the table columns:\s*/, "")}.`;
s += ` Draw on the ${sec} documents listed below and keep the response factual and concise.`;
return s;
}
// ============================================================
// The preprocess requirements screen.
// ============================================================
function RequirementsReview() {
const { dispatch } = useStore();
// The displayed questionnaire is stateful so the user can add sections.
const [sections, setSections] = useState(DD_QUESTIONNAIRE);
// Selection — { secId, qIdx }. qIdx null ⇒ section-level (sources panel);
// otherwise the index of the selected question (metadata panel).
const [sel, setSel] = useState({ secId: DD_QUESTIONNAIRE[0]?.id || null, qIdx: null });
const [adding, setAdding] = useState(false);
// user-tagged docs, kept on the screen: { [sectionId]: [docId, …] }
const [tagged, setTagged] = useState({});
const tag = (sec, id) => setTagged(t => ({ ...t, [sec]: Array.from(new Set([...(t[sec] || []), id])) }));
const untag = (sec, id) => setTagged(t => ({ ...t, [sec]: (t[sec] || []).filter(x => x !== id) }));
const selSection = sections.find(s => s.id === sel.secId) || null;
const selItem = selSection && sel.qIdx != null ? selSection.items[sel.qIdx] : null;
// live stats — update as sections are added
const qCount = sections.reduce((n, s) => n + s.items.filter(it => it.n).length, 0);
const srcDocCount = new Set(sections.flatMap(s => s.sources.map(x => x.id))).size;
const addSection = (built) => {
setSections(prev => [...prev, built]);
setSel({ secId: built.id, qIdx: null });
setAdding(false);
};
// Append a question to an existing section — numbered after the section's
// current highest numeric question — and select it so its instruction shows.
const addQuestion = (secId, text) => {
const q = text.trim();
if (!q) return;
const sec = sections.find(s => s.id === secId);
const newIdx = sec ? sec.items.length : 0;
setSections(prev => prev.map(s => {
if (s.id !== secId) return s;
const nums = s.items.map(it => parseInt(it.n, 10)).filter(n => !Number.isNaN(n));
const n = String((nums.length ? Math.max(...nums) : s.items.length) + 1);
return { ...s, items: [...s.items, { n, q, custom: true }] };
}));
setSel({ secId, qIdx: newIdx });
};
return (
Preprocess complete
Requirements extracted
The full questionnaire, ready to draft. Select a section to review the documents that will feed it, or a single question to see what it covers and the documents behind it.
{qCount}questions
{sections.length}sections
{srcDocCount}source docs
{DD_META.title}
{DD_META.manager} · {DD_META.product}
Select a section to review its source documents, or a question to see what it covers and the documents used to answer it.
);
}
// Inline composer to append a question to an existing section. Collapsed to a
// quiet affordance until opened; appends on Enter or "Add" and stays open so
// several questions can be added in a row. Escape / "Done" closes it.
function AddQuestionInline({ onAdd }) {
const [open, setOpen] = useState(false);
const [text, setText] = useState("");
const inputRef = useRef(null);
useEffect(() => { if (open) inputRef.current?.focus(); }, [open]);
const submit = () => {
const q = text.trim();
if (!q) return;
onAdd(q);
setText("");
inputRef.current?.focus();
};
const close = () => { setText(""); setOpen(false); };
if (!open) {
return (
);
}
return (
);
}
// A single question. Questions only — answers are drafted by Process.
// Clicking a question selects it and opens its metadata in the panel.
function ReqItem({ item, selected, onSelect }) {
const isBio = !item.n;
return (