Add enterprise grant portfolio compliance

README.md

@@ -1,2 +1,4 @@
 # deepevents.ai
 deepevents.ai main codebase
+
+- `enterprise-grant-portfolio-compliance/` adds deterministic grant and funder mandate compliance tracking for institutional research portfolios.

enterprise-grant-portfolio-compliance/README.md

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+# Enterprise Grant Portfolio Compliance
+
+Institutional research offices need a grant-level view of funder obligations before they certify exports or submit reports. This module turns synthetic grant records into deterministic compliance decisions, admin metrics, action queues, export readiness, and signed event payloads.
+
+## What It Covers
+
+- Funder mandate checks for open access, data management plans, repository deposits, DOI evidence, ORCID coverage, and report deadlines.
+- Portfolio metrics for institutional admins by department and funder.
+- Export readiness decisions for grant and funder portal workflows.
+- HMAC-signed event payloads that can be forwarded to institutional integration layers.
+- Synthetic sample data only; no credentials or real institution records.
+
+## Run It
+
+```bash
+npm run check
+npm test
+npm run demo
+```
+
+## Demo Output
+
+```text
+Enterprise grant portfolio compliance demo for Northbridge Institute of Translational Science
+As of 2026-05-16: 1 ready, 1 needs review, 1 blocked
+Average score: 63
+NIH-R01-NEURO-142: blocked score=0 blockers=6 warnings=4
+HORIZON-CLIMATE-782: ready score=100 blockers=0 warnings=0
+UKRI-QUANTUM-008: needs_review score=88 blockers=0 warnings=1
+Signed event sample: NIH-R01-NEURO-142 digest=... signature=...
+```
+
+## Files
+
+- `src/grant-portfolio-compliance.js` - dependency-free mandate evaluator and signing helpers.
+- `data/sample-grant-portfolio.json` - synthetic institutional grant portfolio.
+- `test/grant-portfolio-compliance.test.js` - coverage for decisions, obligations, dates, and deterministic event signatures.
+- `docs/requirement-map.md` - issue #19 requirement mapping and non-overlap notes.
+- `docs/demo.svg` and `docs/demo.gif` - short visual demo artifacts for review.

enterprise-grant-portfolio-compliance/data/sample-grant-portfolio.json

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+{
+  "asOf": "2026-05-16",
+  "institution": {
+    "id": "inst-northbridge",
+    "name": "Northbridge Institute of Translational Science",
+    "adminOffice": "Research Integrity and Sponsored Programs",
+    "timezone": "America/New_York"
+  },
+  "grants": [
+    {
+      "grantId": "NIH-R01-NEURO-142",
+      "awardNumber": "R01NS014200",
+      "funder": "National Institutes of Health",
+      "program": "BRAIN Initiative",
+      "principalInvestigator": "Dr. Mara Okafor",
+      "department": "Neuroscience",
+      "tags": ["GRANT-TRACKED", "HUMAN-SUBJECTS"],
+      "mandates": {
+        "openAccess": {
+          "required": true,
+          "deadlineDaysAfterPublication": 30
+        },
+        "dataManagementPlan": {
+          "required": true,
+          "acceptedStatuses": ["approved", "exempt"]
+        },
+        "repositoryDeposit": {
+          "required": true,
+          "allowedRepositories": ["PubMed Central", "Zenodo", "Institutional DSpace"],
+          "deadlineDaysAfterPublication": 30
+        },
+        "persistentIdentifiers": {
+          "doiRequiredFor": ["article", "dataset"],
+          "orcidForContributors": true
+        },
+        "reports": [
+          {
+            "type": "annual-progress",
+            "dueDate": "2026-05-30",
+            "status": "draft"
+          },
+          {
+            "type": "public-access-final",
+            "dueDate": "2026-05-10",
+            "status": "not_started"
+          }
+        ]
+      },
+      "projects": [
+        {
+          "projectId": "proj-neuro-atlas",
+          "title": "Atlas of recovery markers after neural stimulation",
+          "contributors": [
+            {
+              "name": "Mara Okafor",
+              "role": "PI",
+              "orcid": "0000-0002-0182-0097"
+            },
+            {
+              "name": "Jin Park",
+              "role": "Data steward",
+              "orcid": ""
+            }
+          ],
+          "dataManagementPlan": {
+            "status": "missing",
+            "lastReviewedAt": null
+          },
+          "outputs": [
+            {
+              "outputId": "out-neuro-preprint",
+              "kind": "article",
+              "title": "Recovery markers in cortical stimulation cohorts",
+              "publicationDate": "2026-04-01",
+              "doi": "",
+              "openAccess": {
+                "status": "closed",
+                "scheduledDate": null
+              },
+              "repositoryDeposits": []
+            },
+            {
+              "outputId": "out-neuro-signals",
+              "kind": "dataset",
+              "title": "Synthetic cortical signal feature table",
+              "publicationDate": "2026-04-01",
+              "doi": "",
+              "openAccess": {
+                "status": "restricted",
+                "scheduledDate": null
+              },
+              "repositoryDeposits": [
+                {
+                  "repository": "Lab SharePoint",
+                  "status": "internal_only",
+                  "depositedAt": null
+                }
+              ]
+            }
+          ]
+        }
+      ]
+    },
+    {
+      "grantId": "HORIZON-CLIMATE-782",
+      "awardNumber": "HORIZON-RIA-782",
+      "funder": "Horizon Europe",
+      "program": "Climate Resilience Missions",
+      "principalInvestigator": "Dr. Leila Varga",
+      "department": "Earth Systems",
+      "tags": ["GRANT-TRACKED", "EU-FUNDER"],
+      "mandates": {
+        "openAccess": {
+          "required": true,
+          "deadlineDaysAfterPublication": 0
+        },
+        "dataManagementPlan": {
+          "required": true,
+          "acceptedStatuses": ["approved"]
+        },
+        "repositoryDeposit": {
+          "required": true,
+          "allowedRepositories": ["Zenodo", "Institutional DSpace"],
+          "deadlineDaysAfterPublication": 0
+        },
+        "persistentIdentifiers": {
+          "doiRequiredFor": ["article", "dataset", "software"],
+          "orcidForContributors": true
+        },
+        "reports": [
+          {
+            "type": "periodic-technical",
+            "dueDate": "2026-06-30",
+            "status": "submitted"
+          }
+        ]
+      },
+      "projects": [
+        {
+          "projectId": "proj-climate-resilience",
+          "title": "City-scale resilience projections",
+          "contributors": [
+            {
+              "name": "Leila Varga",
+              "role": "PI",
+              "orcid": "0000-0003-2088-7711"
+            },
+            {
+              "name": "Tomas Weber",
+              "role": "Model lead",
+              "orcid": "0000-0001-4455-9304"
+            }
+          ],
+          "dataManagementPlan": {
+            "status": "approved",
+            "lastReviewedAt": "2026-04-20"
+          },
+          "outputs": [
+            {
+              "outputId": "out-climate-model",
+              "kind": "software",
+              "title": "Synthetic flood-risk model package",
+              "publicationDate": "2026-05-01",
+              "doi": "10.5281/zenodo.7821001",
+              "openAccess": {
+                "status": "open",
+                "scheduledDate": "2026-05-01"
+              },
+              "repositoryDeposits": [
+                {
+                  "repository": "Zenodo",
+                  "status": "deposited",
+                  "depositedAt": "2026-05-01"
+                }
+              ]
+            },
+            {
+              "outputId": "out-climate-dataset",
+              "kind": "dataset",
+              "title": "Synthetic urban sensor panel",
+              "publicationDate": "2026-05-01",
+              "doi": "10.5281/zenodo.7821002",
+              "openAccess": {
+                "status": "open",
+                "scheduledDate": "2026-05-01"
+              },
+              "repositoryDeposits": [
+                {
+                  "repository": "Zenodo",
+                  "status": "deposited",
+                  "depositedAt": "2026-05-01"
+                }
+              ]
+            }
+          ]
+        }
+      ]
+    },
+    {
+      "grantId": "UKRI-QUANTUM-008",
+      "awardNumber": "EP/X008008/1",
+      "funder": "UK Research and Innovation",
+      "program": "Quantum Technologies",
+      "principalInvestigator": "Dr. Imogen Shaw",
+      "department": "Physics",
+      "tags": ["DOCTORAL-WORK", "GRANT-TRACKED"],
+      "mandates": {
+        "openAccess": {
+          "required": true,
+          "deadlineDaysAfterPublication": 90
+        },
+        "dataManagementPlan": {
+          "required": true,
+          "acceptedStatuses": ["approved", "exempt"]
+        },
+        "repositoryDeposit": {
+          "required": true,
+          "allowedRepositories": ["Institutional DSpace", "Zenodo"],
+          "deadlineDaysAfterPublication": 90
+        },
+        "persistentIdentifiers": {
+          "doiRequiredFor": ["article", "dataset"],
+          "orcidForContributors": true
+        },
+        "reports": [
+          {
+            "type": "impact-statement",
+            "dueDate": "2026-05-22",
+            "status": "draft"
+          }
+        ]
+      },
+      "projects": [
+        {
+          "projectId": "proj-quantum-calibration",
+          "title": "Calibration traces for quantum sensor benches",
+          "contributors": [
+            {
+              "name": "Imogen Shaw",
+              "role": "PI",
+              "orcid": "0000-0002-7744-1119"
+            },
+            {
+              "name": "Ari Patel",
+              "role": "Doctoral researcher",
+              "orcid": "0000-0002-1010-4040"
+            }
+          ],
+          "dataManagementPlan": {
+            "status": "approved",
+            "lastReviewedAt": "2026-05-05"
+          },
+          "outputs": [
+            {
+              "outputId": "out-quantum-paper",
+              "kind": "article",
+              "title": "Calibration drift in synthetic quantum sensors",
+              "publicationDate": "2026-05-11",
+              "doi": "10.5555/ukri.quantum.008",
+              "openAccess": {
+                "status": "scheduled",
+                "scheduledDate": "2026-06-15"
+              },
+              "repositoryDeposits": [
+                {
+                  "repository": "Institutional DSpace",
+                  "status": "scheduled",
+                  "depositedAt": "2026-06-15"
+                }
+              ]
+            }
+          ]
+        }
+      ]
+    }
+  ]
+}

enterprise-grant-portfolio-compliance/docs/requirement-map.md

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+# Enterprise Grant Portfolio Compliance Requirement Map
+
+| Issue #19 capability | Implementation evidence |
+| --- | --- |
+| Organization-wide dashboard for admins | `evaluatePortfolio()` returns `summary`, `adminMetrics.byDepartment`, `adminMetrics.byFunder`, and `topRisks` for a research office portfolio view. |
+| Compliance tracking for funder mandates and open access status | `src/grant-portfolio-compliance.js` evaluates open access, repository deposit, data management plan, DOI, ORCID, and report due-date obligations. |
+| Export pipelines to grant and funder portals | `buildExportManifest()` produces ready, blocked, and review grant sets plus required evidence fields for institutional export workflows. |
+| Secure API and webhook support | `signEvent()` creates deterministic SHA-256 digests and HMAC signatures for downstream webhook/event delivery without external credentials. |
+| Research operations analytics | The module calculates compliance scores, risk levels, blockers, warnings, action owners, and top-risk grants from synthetic portfolio records. |
+| Reviewer-ready proof | `npm run check`, `npm test`, `npm run demo`, `docs/demo.svg`, and `docs/demo.gif` provide local verification and a short demo artifact. |
+
+## Non-overlap Notes
+
+This slice focuses on grant-portfolio obligations and funder mandate certification. It does not reimplement broad admin dashboards, export package builders, webhook replay ledgers, identity provisioning drift, legal holds, or data residency controls submitted in earlier issue #19 PRs.

enterprise-grant-portfolio-compliance/package.json

@@ -0,0 +1,20 @@
+{
+  "name": "enterprise-grant-portfolio-compliance",
+  "version": "1.0.0",
+  "description": "Deterministic grant and funder mandate compliance tooling for institutional research portfolios.",
+  "main": "src/grant-portfolio-compliance.js",
+  "scripts": {
+    "check": "node --check src/grant-portfolio-compliance.js && node --check scripts/demo.js && node --check scripts/build-demo-gif.js && node --check test/grant-portfolio-compliance.test.js",
+    "test": "node --test test/*.test.js",
+    "demo": "node scripts/demo.js",
+    "demo:gif": "node scripts/build-demo-gif.js"
+  },
+  "keywords": [
+    "enterprise",
+    "grants",
+    "compliance",
+    "funder-mandates",
+    "research-operations"
+  ],
+  "license": "MIT"
+}