// Mock data for CodeDrips Financial Services document portal const PORTAL_DATA = { firm: { name: "CodeDrips Financial Services", short: "CodeDrips", mark: "C", fundLong: "CodeDrips Global Opportunities Fund", }, currentUser: { id: "u_001", name: "Eleanor Whitfield", initials: "EW", email: "e.whitfield@whitfieldfo.com", entity: "Whitfield Family Office", groups: ["g_lp_a", "g_research"], role: "client", memberSince: "2019", }, adminUser: { id: "u_admin", name: "Marcus Holloway", initials: "MH", email: "m.holloway@codedrips.com", role: "admin", title: "Investor Relations", }, // Reporting periods — most recent first periods: [ { id: "2026-q1", type: "quarter", label: "Q1 2026", year: 2026, q: 1, status: "current", docCount: 8, dateRange: "Jan – Mar 2026" }, { id: "2026-mar", type: "month", label: "March 2026", year: 2026, m: 3, status: "current", docCount: 3, dateRange: "March 2026" }, { id: "2026-feb", type: "month", label: "February 2026", year: 2026, m: 2, status: "published", docCount: 3, dateRange: "February 2026" }, { id: "2026-jan", type: "month", label: "January 2026", year: 2026, m: 1, status: "published", docCount: 2, dateRange: "January 2026" }, { id: "2025-q4", type: "quarter", label: "Q4 2025", year: 2025, q: 4, status: "published", docCount: 11, dateRange: "Oct – Dec 2025" }, { id: "2025-q3", type: "quarter", label: "Q3 2025", year: 2025, q: 3, status: "published", docCount: 9, dateRange: "Jul – Sep 2025" }, { id: "2025-q2", type: "quarter", label: "Q2 2025", year: 2025, q: 2, status: "published", docCount: 9, dateRange: "Apr – Jun 2025" }, { id: "2025-q1", type: "quarter", label: "Q1 2025", year: 2025, q: 1, status: "published", docCount: 8, dateRange: "Jan – Mar 2025" }, { id: "2025-annual", type: "annual", label: "Annual 2025", year: 2025, status: "published", docCount: 4, dateRange: "Year ended Dec 2025" }, { id: "2024-q4", type: "quarter", label: "Q4 2024", year: 2024, q: 4, status: "archived", docCount: 10 }, { id: "2024-q3", type: "quarter", label: "Q3 2024", year: 2024, q: 3, status: "archived", docCount: 9 }, { id: "2024-annual", type: "annual", label: "Annual 2024", year: 2024, status: "archived", docCount: 4 }, ], // Documents documents: [ // Q1 2026 { id: "d_001", title: "Quarterly Letter to Investors", period: "2026-q1", date: "Apr 15, 2026", type: "PDF", size: "412 KB", category: "Letter", groups: ["g_lp_a","g_lp_b","g_research"], updated: "2 days ago", new: true }, { id: "d_002", title: "Q1 2026 Performance Report", period: "2026-q1", date: "Apr 12, 2026", type: "PDF", size: "1.8 MB", category: "Performance", groups: ["g_lp_a","g_lp_b"], updated: "5 days ago", new: true }, { id: "d_003", title: "Capital Account Statement — Whitfield FO", period: "2026-q1", date: "Apr 12, 2026", type: "PDF", size: "284 KB", category: "Statement", groups: ["g_lp_a"], updated: "5 days ago", new: true, restricted: true }, { id: "d_004", title: "Portfolio Holdings Detail", period: "2026-q1", date: "Apr 10, 2026", type: "XLSX", size: "642 KB", category: "Holdings", groups: ["g_lp_a","g_lp_b","g_research"], updated: "1 week ago" }, { id: "d_005", title: "Risk & Exposure Summary", period: "2026-q1", date: "Apr 10, 2026", type: "PDF", size: "896 KB", category: "Risk", groups: ["g_lp_a","g_lp_b","g_research"], updated: "1 week ago" }, { id: "d_006", title: "ESG & Stewardship Report", period: "2026-q1", date: "Apr 08, 2026", type: "PDF", size: "2.1 MB", category: "ESG", groups: ["g_lp_a","g_lp_b","g_research"], updated: "1 week ago" }, { id: "d_007", title: "Tax Estimate Worksheet", period: "2026-q1", date: "Apr 05, 2026", type: "XLSX", size: "188 KB", category: "Tax", groups: ["g_lp_a"], updated: "2 weeks ago", restricted: true }, { id: "d_008", title: "Investor Webinar — Slides", period: "2026-q1", date: "Apr 02, 2026", type: "PDF", size: "3.4 MB", category: "Letter", groups: ["g_lp_a","g_lp_b","g_research"], updated: "2 weeks ago" }, // March 2026 { id: "d_010", title: "March 2026 Performance Snapshot", period: "2026-mar", date: "Apr 03, 2026", type: "PDF", size: "324 KB", category: "Performance", groups: ["g_lp_a","g_lp_b"], updated: "3 weeks ago" }, { id: "d_011", title: "March Holdings Reconciliation", period: "2026-mar", date: "Apr 03, 2026", type: "XLSX", size: "412 KB", category: "Holdings", groups: ["g_lp_a","g_lp_b","g_research"], updated: "3 weeks ago" }, { id: "d_012", title: "March Market Commentary", period: "2026-mar", date: "Apr 01, 2026", type: "PDF", size: "256 KB", category: "Letter", groups: ["g_lp_a","g_lp_b","g_research"], updated: "3 weeks ago" }, // February 2026 { id: "d_020", title: "February 2026 Performance Snapshot", period: "2026-feb", date: "Mar 04, 2026", type: "PDF", size: "318 KB", category: "Performance", groups: ["g_lp_a","g_lp_b"] }, { id: "d_021", title: "February Holdings Reconciliation", period: "2026-feb", date: "Mar 04, 2026", type: "XLSX", size: "408 KB", category: "Holdings", groups: ["g_lp_a","g_lp_b","g_research"] }, { id: "d_022", title: "February Market Commentary", period: "2026-feb", date: "Mar 02, 2026", type: "PDF", size: "248 KB", category: "Letter", groups: ["g_lp_a","g_lp_b","g_research"] }, // January 2026 { id: "d_030", title: "January 2026 Performance Snapshot", period: "2026-jan", date: "Feb 05, 2026", type: "PDF", size: "302 KB", category: "Performance", groups: ["g_lp_a","g_lp_b"] }, { id: "d_031", title: "January Market Commentary", period: "2026-jan", date: "Feb 02, 2026", type: "PDF", size: "232 KB", category: "Letter", groups: ["g_lp_a","g_lp_b","g_research"] }, // Q4 2025 (subset shown) { id: "d_040", title: "Q4 2025 Letter to Investors", period: "2025-q4", date: "Jan 20, 2026", type: "PDF", size: "446 KB", category: "Letter", groups: ["g_lp_a","g_lp_b","g_research"] }, { id: "d_041", title: "Q4 2025 Performance Report", period: "2025-q4", date: "Jan 18, 2026", type: "PDF", size: "1.9 MB", category: "Performance", groups: ["g_lp_a","g_lp_b"] }, { id: "d_042", title: "Capital Account Statement — Whitfield FO", period: "2025-q4", date: "Jan 18, 2026", type: "PDF", size: "291 KB", category: "Statement", groups: ["g_lp_a"], restricted: true }, { id: "d_043", title: "Portfolio Holdings Detail", period: "2025-q4", date: "Jan 15, 2026", type: "XLSX", size: "684 KB", category: "Holdings", groups: ["g_lp_a","g_lp_b","g_research"] }, { id: "d_044", title: "Annual Audit — Draft for Review", period: "2025-q4", date: "Jan 14, 2026", type: "PDF", size: "2.4 MB", category: "Audit", groups: ["g_lp_a","g_lp_b"] }, // Annual 2025 { id: "d_050", title: "2025 Annual Report", period: "2025-annual", date: "Mar 28, 2026", type: "PDF", size: "5.2 MB", category: "Annual", groups: ["g_lp_a","g_lp_b","g_research"] }, { id: "d_051", title: "2025 Audited Financial Statements", period: "2025-annual", date: "Mar 28, 2026", type: "PDF", size: "1.6 MB", category: "Audit", groups: ["g_lp_a","g_lp_b"] }, { id: "d_052", title: "2025 K-1 — Whitfield FO", period: "2025-annual", date: "Mar 25, 2026", type: "PDF", size: "184 KB", category: "Tax", groups: ["g_lp_a"], restricted: true }, { id: "d_053", title: "2025 ESG Stewardship Report", period: "2025-annual", date: "Mar 22, 2026", type: "PDF", size: "3.1 MB", category: "ESG", groups: ["g_lp_a","g_lp_b","g_research"] }, ], groups: [ { id: "g_lp_a", name: "LPs — Class A", memberCount: 24, description: "Limited partners, Class A interests" }, { id: "g_lp_b", name: "LPs — Class B", memberCount: 18, description: "Limited partners, Class B interests" }, { id: "g_research", name: "Research Subscribers", memberCount: 47, description: "Receives commentary and research only" }, { id: "g_internal", name: "Internal — CodeDrips", memberCount: 12, description: "CodeDrips staff and advisors" }, { id: "g_audit", name: "Auditors & Counsel", memberCount: 6, description: "External audit and legal counsel" }, ], users: [ { id: "u_001", name: "Eleanor Whitfield", email: "e.whitfield@whitfieldfo.com", entity: "Whitfield Family Office", groups: ["g_lp_a","g_research"], lastActive: "2 hours ago", status: "active" }, { id: "u_002", name: "Charles Pemberton", email: "c.pemberton@pembertongroup.co.uk", entity: "Pemberton Group", groups: ["g_lp_a"], lastActive: "Yesterday", status: "active" }, { id: "u_003", name: "Sofia Ramírez", email: "sofia@ramirezcapital.es", entity: "Ramírez Capital", groups: ["g_lp_b","g_research"], lastActive: "3 days ago", status: "active" }, { id: "u_004", name: "Hiroshi Tanaka", email: "h.tanaka@tanaka-fo.jp", entity: "Tanaka Family Office", groups: ["g_lp_a"], lastActive: "1 week ago", status: "active" }, { id: "u_005", name: "Amelia Forsythe", email: "amelia@forsythetrust.com", entity: "Forsythe Trust", groups: ["g_lp_b"], lastActive: "2 weeks ago", status: "active" }, { id: "u_006", name: "Dr. Rajiv Mehta", email: "rajiv@mehtafund.in", entity: "Mehta Endowment", groups: ["g_research"], lastActive: "1 hour ago", status: "active" }, { id: "u_007", name: "Beatrice Lindqvist", email: "b.lindqvist@nordkapital.se", entity: "Nord Kapital", groups: ["g_lp_b","g_research"], lastActive: "4 days ago", status: "active" }, { id: "u_008", name: "Theodore Ashby", email: "t.ashby@ashbyholdings.com", entity: "Ashby Holdings", groups: ["g_lp_a"], lastActive: "5 days ago", status: "pending" }, { id: "u_009", name: "Margaret Okonkwo", email: "m.okonkwo@okonkwofamily.org", entity: "Okonkwo Family Trust", groups: ["g_lp_a","g_research"], lastActive: "Today", status: "active" }, { id: "u_010", name: "Ernst & Carrington (Audit)", email: "team@ec-audit.com", entity: "Ernst & Carrington LLP", groups: ["g_audit"], lastActive: "1 month ago", status: "active" }, ], // Recent activity for admin overview activity: [ { who: "Marcus Holloway", what: "uploaded", target: "Quarterly Letter to Investors", time: "2 days ago", period: "Q1 2026" }, { who: "Eleanor Whitfield", what: "downloaded", target: "Capital Account Statement", time: "2 days ago", period: "Q1 2026" }, { who: "Marcus Holloway", what: "replaced", target: "Q1 2026 Performance Report", time: "5 days ago", period: "Q1 2026" }, { who: "Charles Pemberton", what: "downloaded", target: "Portfolio Holdings Detail", time: "6 days ago", period: "Q1 2026" }, { who: "Marcus Holloway", what: "added user", target: "Theodore Ashby", time: "1 week ago" }, { who: "Sofia Ramírez", what: "downloaded", target: "Risk & Exposure Summary", time: "1 week ago", period: "Q1 2026" }, ], }; window.PORTAL_DATA = PORTAL_DATA;