@dynamatix/gb-schemas 2.3.373 → 2.3.374

package/README.md

@@ -1,309 +1,309 @@
-# GB Schemas (@dynamatix/gb-schemas)
-
-A comprehensive TypeScript/Mongoose schema library for Gatehouse Bank backend systems, providing data models for mortgage applications, applicants, properties, and related financial services.
-
-## 🏗️ Project Overview
-
-This package contains all the schemas and data models used in Gatehouse Bank's backend systems. It provides a robust foundation for managing mortgage applications, applicant data, property information, and various financial commitments through well-defined Mongoose schemas with TypeScript support.
-
-## 📦 Package Information
-
-- **Name**: `@dynamatix/gb-schemas`
-- **Version**: 1.3.305
-- **Description**: All the schemas for Gatehouse Bank back-end
-- **Type**: ES Module
-- **Main**: `dist/index.js`
-- **Types**: `dist/index.d.ts`
-
-## 🚀 Features
-
-- **TypeScript Support**: Full TypeScript definitions and type safety
-- **Mongoose Integration**: Built on Mongoose ODM for MongoDB
-- **Audit Middleware**: Built-in audit trail support via `@dynamatix/cat-shared`
-- **Workflow Middleware**: Automatic workflow triggering based on database events
-- **Custom Value Objects**: Specialized types for financial data (Pound, Account Number, Sort Code)
-- **Modular Architecture**: Organized into logical domains (applications, applicants, properties, etc.)
-- **Migration Scripts**: Comprehensive data migration and maintenance tools
-
-## 📁 Project Structure
-
-```
-gb-schemas-node/
-├── applicants/           # Applicant-related schemas and models
-├── applications/         # Application management schemas
-├── properties/          # Property and security schemas
-├── product-catalogues/  # Product definition schemas
-├── shared/              # Common/shared schemas and utilities
-├── users/               # User management schemas
-├── underwriter/         # Underwriting-related schemas
-├── value-objects/       # Custom Mongoose types
-├── api-models/          # API-specific model definitions
-├── entities/            # Entity layer schemas
-├── examples/            # Usage examples
-├── scripts/             # Migration and utility scripts
-└── schema-docs/         # Schema documentation generation
-```
-
-## 🔧 Installation
-
-```bash
-npm install @dynamatix/gb-schemas
-```
-
-## 📚 Usage
-
-### Basic Import
-
-```typescript
-import { 
-  ApplicantModel, 
-  ApplicationModel, 
-  PropertyModel 
-} from '@dynamatix/gb-schemas';
-```
-
-### Modular Imports
-
-```typescript
-// Import specific modules
-import { ApplicantModel } from '@dynamatix/gb-schemas/applicants';
-import { ApplicationModel } from '@dynamatix/gb-schemas/applications';
-import { PropertyModel } from '@dynamatix/gb-schemas/properties';
-```
-
-### Example: Adding Applicant Income
-
-```typescript
-import mongoose from 'mongoose';
-import ApplicantIncomeModel from '@dynamatix/gb-schemas/applicants/applicant-income.model';
-
-// Connect to MongoDB
-await mongoose.connect(MONGODB_URI);
-
-// Create new applicant income record
-const newIncome = new ApplicantIncomeModel({
-  applicantId: 'your-applicant-id',
-  selfEmployedIncomeRationale: 'Based on last 2 years of accounts'
-});
-
-const savedIncome = await newIncome.save();
-```
-
-### Workflow Middleware
-
-The library includes a powerful workflow middleware system that automatically triggers workflows based on database events.
-
-```typescript
-import { initializeWorkflowMiddlewareWithCheck } from '@dynamatix/gb-schemas';
-
-// Initialize workflow middleware for ALL schemas with one call
-initializeWorkflowMiddlewareWithCheck();
-```
-
-**Environment Variables:**
-- `WORKFLOW_API_KEY`: Required API key for workflow service authentication
-- `WORKFLOW_API_URL`: Optional workflow API URL (default: https://your-workflow-api.com/api/v1/workflows/execute)
-- `WORKFLOW_TIMEOUT`: Optional timeout in milliseconds (default: 30000)
-- `WORKFLOW_RETRY_ATTEMPTS`: Optional retry attempts (default: 3)
-- `WORKFLOW_RETRY_DELAY`: Optional retry delay in milliseconds (default: 1000)
-
-For detailed documentation, see [Workflow Middleware Guide](./docs/WORKFLOW_MIDDLEWARE.md).
-
-## 🏛️ Core Schemas
-
-### Applicants
-- **Applicant**: Core applicant information (personal details, addresses, employment status)
-- **Applicant Income**: Various income types (employment, self-employed, pension, property)
-- **Applicant Commitments**: Financial commitments (mortgages, loans, credit cards)
-- **Applicant Credit Data**: Credit profile and credit report information
-- **Applicant Expenditure**: Spending patterns and financial outgoings
-
-### Applications
-- **Application**: Main application record with workflow and status tracking
-- **Application Mortgage**: Mortgage-specific application details
-- **Application Credit Profile**: Credit assessment information
-- **Application Legal**: Legal documentation and compliance data
-- **Application Notes**: Application-related notes and comments
-
-### Properties
-- **Property**: Property details and characteristics
-- **Security**: Security and collateral information
-
-### Product Catalogues
-- **Product Catalogue**: Product definitions and variants
-- **Product Definitions**: Detailed product specifications
-- **Product Variants**: Product customization options
-
-### Shared Models
-- **Lookup**: Reference data and lookup values
-- **System Parameters**: Configuration and system settings
-- **Tasks**: Workflow task management
-- **Alerts**: System notification system
-- **Workflow Triggers**: Configuration for automatic workflow execution
-
-## 💰 Custom Value Objects
-
-### Pound Type
-Custom Mongoose type for handling UK currency values with automatic formatting and validation.
-
-```typescript
-import { Pound, formatPound } from '@dynamatix/gb-schemas/value-objects/pound';
-
-// Automatically handles currency formatting and validation
-const amount = new Pound('1,234.56'); // Returns 1234.56
-const formatted = formatPound(1234.56); // Returns "£1,234.56"
-```
-
-### Account Number & Sort Code
-Specialized types for UK banking information with validation.
-
-## 🔄 Migration Scripts
-
-The project includes comprehensive migration and maintenance scripts:
-
-### Available Scripts
-
-```bash
-# Income migration
-npm run migrate:applicant-income
-
-# Self-employed ID migration
-npm run migrate:self-employed-id
-
-# Employment verification
-npm run check:applicants-employment
-
-# Application cleanup
-npm run delete:applications-by-type
-
-# API config updates
-npm run update:apiconfigs-paths
-```
-
-### Key Migration Scripts
-
-- **`migrate-applicant-income.js`**: Migrates from old income model to new separated models
-- **`migrate-self-employed-id.js`**: Updates self-employed applicant references
-- **`check-applicants-without-employment.js`**: Validates employment data integrity
-- **`update-apiconfigs-paths.js`**: Updates API configuration paths
-
-## 🛠️ Development
-
-### Prerequisites
-
-- Node.js (v18+)
-- TypeScript 5.3+
-- MongoDB 6.14+
-
-### Setup
-
-```bash
-# Install dependencies
-npm install
-
-# Build the project
-npm run build
-
-# Generate documentation
-npm run generate-docs
-
-# Run examples
-npm run example:income
-```
-
-### Build Configuration
-
-The project uses TypeScript with ES2020 modules and generates declaration files:
-
-```json
-{
-  "target": "ES2020",
-  "module": "ES2020",
-  "outDir": "./dist",
-  "declaration": true,
-  "declarationMap": true
-}
-```
-
-## 📖 API Reference
-
-### Main Exports
-
-```typescript
-// Core models
-export * from './applications';
-export * from './applicants';
-export * from './properties';
-export * from './shared';
-export * from './users';
-export * from './product-catalogues';
-export * from './underwriter';
-```
-
-### Model Relationships
-
-- **Applications** → **Applicants** (one-to-many)
-- **Applications** → **Properties** (one-to-many)
-- **Applications** → **Product** (many-to-one)
-- **Applicants** → **Income Models** (one-to-many)
-- **Applicants** → **Commitment Models** (one-to-many)
-
-## 🔒 Security & Compliance
-
-- **GDPR Support**: Built-in GDPR consent tracking
-- **Audit Trail**: Comprehensive audit logging via middleware
-- **Data Validation**: Strict schema validation and type checking
-- **Access Control**: User permission and role-based access models
-
-## 🧪 Testing & Examples
-
-### Example Scripts
-
-- **`add-applicant-income.ts`**: Demonstrates creating applicant income records
-- **Migration Scripts**: Show real-world data migration patterns
-
-### Running Examples
-
-```bash
-# Run income example
-npm run example:income
-
-# Generate documentation
-npm run generate-docs
-```
-
-## 📝 Documentation
-
-- **Schema Documentation**: Auto-generated via `npm run generate-docs`
-- **Migration Guides**: Detailed README files in the `scripts/` directory
-- **API Models**: Type-safe API model definitions
-
-## 🤝 Contributing
-
-1. Fork the repository
-2. Create a feature branch
-3. Make your changes
-4. Ensure TypeScript compilation passes
-5. Submit a pull request
-
-## 📄 License
-
-ISC License - see package.json for details
-
-## 🆘 Support
-
-- **Issues**: [GitHub Issues](https://github.com/DynamatixAnalyticsPvtLtd/gb-schemas/issues)
-- **Repository**: [GitHub Repository](https://github.com/DynamatixAnalyticsPvtLtd/gb-schemas)
-- **Author**: Dynamatix
-
-## 🔄 Version History
-
-- **Current**: 1.3.305
-- **Dependencies**: 
-  - `@dynamatix/cat-shared`: ^0.0.119
-  - `mongoose`: ^8.9.5
-  - `mongodb`: ^6.14.2
-
----
-
+# GB Schemas (@dynamatix/gb-schemas)
+
+A comprehensive TypeScript/Mongoose schema library for Gatehouse Bank backend systems, providing data models for mortgage applications, applicants, properties, and related financial services.
+
+## 🏗️ Project Overview
+
+This package contains all the schemas and data models used in Gatehouse Bank's backend systems. It provides a robust foundation for managing mortgage applications, applicant data, property information, and various financial commitments through well-defined Mongoose schemas with TypeScript support.
+
+## 📦 Package Information
+
+- **Name**: `@dynamatix/gb-schemas`
+- **Version**: 1.3.305
+- **Description**: All the schemas for Gatehouse Bank back-end
+- **Type**: ES Module
+- **Main**: `dist/index.js`
+- **Types**: `dist/index.d.ts`
+
+## 🚀 Features
+
+- **TypeScript Support**: Full TypeScript definitions and type safety
+- **Mongoose Integration**: Built on Mongoose ODM for MongoDB
+- **Audit Middleware**: Built-in audit trail support via `@dynamatix/cat-shared`
+- **Workflow Middleware**: Automatic workflow triggering based on database events
+- **Custom Value Objects**: Specialized types for financial data (Pound, Account Number, Sort Code)
+- **Modular Architecture**: Organized into logical domains (applications, applicants, properties, etc.)
+- **Migration Scripts**: Comprehensive data migration and maintenance tools
+
+## 📁 Project Structure
+
+```
+gb-schemas-node/
+├── applicants/           # Applicant-related schemas and models
+├── applications/         # Application management schemas
+├── properties/          # Property and security schemas
+├── product-catalogues/  # Product definition schemas
+├── shared/              # Common/shared schemas and utilities
+├── users/               # User management schemas
+├── underwriter/         # Underwriting-related schemas
+├── value-objects/       # Custom Mongoose types
+├── api-models/          # API-specific model definitions
+├── entities/            # Entity layer schemas
+├── examples/            # Usage examples
+├── scripts/             # Migration and utility scripts
+└── schema-docs/         # Schema documentation generation
+```
+
+## 🔧 Installation
+
+```bash
+npm install @dynamatix/gb-schemas
+```
+
+## 📚 Usage
+
+### Basic Import
+
+```typescript
+import { 
+  ApplicantModel, 
+  ApplicationModel, 
+  PropertyModel 
+} from '@dynamatix/gb-schemas';
+```
+
+### Modular Imports
+
+```typescript
+// Import specific modules
+import { ApplicantModel } from '@dynamatix/gb-schemas/applicants';
+import { ApplicationModel } from '@dynamatix/gb-schemas/applications';
+import { PropertyModel } from '@dynamatix/gb-schemas/properties';
+```
+
+### Example: Adding Applicant Income
+
+```typescript
+import mongoose from 'mongoose';
+import ApplicantIncomeModel from '@dynamatix/gb-schemas/applicants/applicant-income.model';
+
+// Connect to MongoDB
+await mongoose.connect(MONGODB_URI);
+
+// Create new applicant income record
+const newIncome = new ApplicantIncomeModel({
+  applicantId: 'your-applicant-id',
+  selfEmployedIncomeRationale: 'Based on last 2 years of accounts'
+});
+
+const savedIncome = await newIncome.save();
+```
+
+### Workflow Middleware
+
+The library includes a powerful workflow middleware system that automatically triggers workflows based on database events.
+
+```typescript
+import { initializeWorkflowMiddlewareWithCheck } from '@dynamatix/gb-schemas';
+
+// Initialize workflow middleware for ALL schemas with one call
+initializeWorkflowMiddlewareWithCheck();
+```
+
+**Environment Variables:**
+- `WORKFLOW_API_KEY`: Required API key for workflow service authentication
+- `WORKFLOW_API_URL`: Optional workflow API URL (default: https://your-workflow-api.com/api/v1/workflows/execute)
+- `WORKFLOW_TIMEOUT`: Optional timeout in milliseconds (default: 30000)
+- `WORKFLOW_RETRY_ATTEMPTS`: Optional retry attempts (default: 3)
+- `WORKFLOW_RETRY_DELAY`: Optional retry delay in milliseconds (default: 1000)
+
+For detailed documentation, see [Workflow Middleware Guide](./docs/WORKFLOW_MIDDLEWARE.md).
+
+## 🏛️ Core Schemas
+
+### Applicants
+- **Applicant**: Core applicant information (personal details, addresses, employment status)
+- **Applicant Income**: Various income types (employment, self-employed, pension, property)
+- **Applicant Commitments**: Financial commitments (mortgages, loans, credit cards)
+- **Applicant Credit Data**: Credit profile and credit report information
+- **Applicant Expenditure**: Spending patterns and financial outgoings
+
+### Applications
+- **Application**: Main application record with workflow and status tracking
+- **Application Mortgage**: Mortgage-specific application details
+- **Application Credit Profile**: Credit assessment information
+- **Application Legal**: Legal documentation and compliance data
+- **Application Notes**: Application-related notes and comments
+
+### Properties
+- **Property**: Property details and characteristics
+- **Security**: Security and collateral information
+
+### Product Catalogues
+- **Product Catalogue**: Product definitions and variants
+- **Product Definitions**: Detailed product specifications
+- **Product Variants**: Product customization options
+
+### Shared Models
+- **Lookup**: Reference data and lookup values
+- **System Parameters**: Configuration and system settings
+- **Tasks**: Workflow task management
+- **Alerts**: System notification system
+- **Workflow Triggers**: Configuration for automatic workflow execution
+
+## 💰 Custom Value Objects
+
+### Pound Type
+Custom Mongoose type for handling UK currency values with automatic formatting and validation.
+
+```typescript
+import { Pound, formatPound } from '@dynamatix/gb-schemas/value-objects/pound';
+
+// Automatically handles currency formatting and validation
+const amount = new Pound('1,234.56'); // Returns 1234.56
+const formatted = formatPound(1234.56); // Returns "£1,234.56"
+```
+
+### Account Number & Sort Code
+Specialized types for UK banking information with validation.
+
+## 🔄 Migration Scripts
+
+The project includes comprehensive migration and maintenance scripts:
+
+### Available Scripts
+
+```bash
+# Income migration
+npm run migrate:applicant-income
+
+# Self-employed ID migration
+npm run migrate:self-employed-id
+
+# Employment verification
+npm run check:applicants-employment
+
+# Application cleanup
+npm run delete:applications-by-type
+
+# API config updates
+npm run update:apiconfigs-paths
+```
+
+### Key Migration Scripts
+
+- **`migrate-applicant-income.js`**: Migrates from old income model to new separated models
+- **`migrate-self-employed-id.js`**: Updates self-employed applicant references
+- **`check-applicants-without-employment.js`**: Validates employment data integrity
+- **`update-apiconfigs-paths.js`**: Updates API configuration paths
+
+## 🛠️ Development
+
+### Prerequisites
+
+- Node.js (v18+)
+- TypeScript 5.3+
+- MongoDB 6.14+
+
+### Setup
+
+```bash
+# Install dependencies
+npm install
+
+# Build the project
+npm run build
+
+# Generate documentation
+npm run generate-docs
+
+# Run examples
+npm run example:income
+```
+
+### Build Configuration
+
+The project uses TypeScript with ES2020 modules and generates declaration files:
+
+```json
+{
+  "target": "ES2020",
+  "module": "ES2020",
+  "outDir": "./dist",
+  "declaration": true,
+  "declarationMap": true
+}
+```
+
+## 📖 API Reference
+
+### Main Exports
+
+```typescript
+// Core models
+export * from './applications';
+export * from './applicants';
+export * from './properties';
+export * from './shared';
+export * from './users';
+export * from './product-catalogues';
+export * from './underwriter';
+```
+
+### Model Relationships
+
+- **Applications** → **Applicants** (one-to-many)
+- **Applications** → **Properties** (one-to-many)
+- **Applications** → **Product** (many-to-one)
+- **Applicants** → **Income Models** (one-to-many)
+- **Applicants** → **Commitment Models** (one-to-many)
+
+## 🔒 Security & Compliance
+
+- **GDPR Support**: Built-in GDPR consent tracking
+- **Audit Trail**: Comprehensive audit logging via middleware
+- **Data Validation**: Strict schema validation and type checking
+- **Access Control**: User permission and role-based access models
+
+## 🧪 Testing & Examples
+
+### Example Scripts
+
+- **`add-applicant-income.ts`**: Demonstrates creating applicant income records
+- **Migration Scripts**: Show real-world data migration patterns
+
+### Running Examples
+
+```bash
+# Run income example
+npm run example:income
+
+# Generate documentation
+npm run generate-docs
+```
+
+## 📝 Documentation
+
+- **Schema Documentation**: Auto-generated via `npm run generate-docs`
+- **Migration Guides**: Detailed README files in the `scripts/` directory
+- **API Models**: Type-safe API model definitions
+
+## 🤝 Contributing
+
+1. Fork the repository
+2. Create a feature branch
+3. Make your changes
+4. Ensure TypeScript compilation passes
+5. Submit a pull request
+
+## 📄 License
+
+ISC License - see package.json for details
+
+## 🆘 Support
+
+- **Issues**: [GitHub Issues](https://github.com/DynamatixAnalyticsPvtLtd/gb-schemas/issues)
+- **Repository**: [GitHub Repository](https://github.com/DynamatixAnalyticsPvtLtd/gb-schemas)
+- **Author**: Dynamatix
+
+## 🔄 Version History
+
+- **Current**: 1.3.305
+- **Dependencies**: 
+  - `@dynamatix/cat-shared`: ^0.0.119
+  - `mongoose`: ^8.9.5
+  - `mongodb`: ^6.14.2
+
+---
+
 *This package provides the foundational data layer for Gatehouse Bank's mortgage and financial services backend systems.* 

package/dist/applicants/applicant-welcome-call.model.js

@@ -398,10 +398,10 @@ welcomeCallSchema.virtual('otherApplicantsNameAndDOB').get(function () {
                 const isLast = index === otherApplicants.length - 1;
                 const comma = isLast ? '' : ',';
                 // Format as an HTML line (with bold labels and inline values)
-                return `
-            <div class="applicant-line">
-                <span class="readonly-data">${fullFirstName}, ${lastName}, ${formattedDOB}${comma}</span>
-            </div>
+                return `
+            <div class="applicant-line">
+                <span class="readonly-data">${fullFirstName}, ${lastName}, ${formattedDOB}${comma}</span>
+            </div>
         `;
             }).filter((line) => line && line.trim() !== '');
             // Join all applicants as HTML (no \n needed)
@@ -681,14 +681,14 @@ welcomeCallSchema.virtual('financeSummaryHtml').get(async function () {
             application.lendingTypeLid.name === 'BTL';
         const monthlyRepaymentClass = isBTL ? 'mb-2' : '';
         // Create HTML content
-        let summaryContent = `
-         <div class="flex align-items-center mb-2"><p class="text-bold m-0 readonly-data">Product:</p> <span class="readonly-data ml-2">${product}</span></div>
-         <div class="flex align-items-center mb-2"><p class="text-bold m-0 readonly-data">Finance Term:</p> <span class="readonly-data ml-2">${financeTerm}</span></div>
+        let summaryContent = `
+         <div class="flex align-items-center mb-2"><p class="text-bold m-0 readonly-data">Product:</p> <span class="readonly-data ml-2">${product}</span></div>
+         <div class="flex align-items-center mb-2"><p class="text-bold m-0 readonly-data">Finance Term:</p> <span class="readonly-data ml-2">${financeTerm}</span></div>
          <div class="flex align-items-center ${monthlyRepaymentClass}"><p class="text-bold m-0 readonly-data">Monthly Repayment:</p> <span class="readonly-data ml-2">${monthlyRepayment}</span></div>`;
         // Only show rental income and occupancy for BTL applications
         if (isBTL) {
-            summaryContent += `
-        <div class="flex align-items-center mb-2"><p class="text-bold m-0 readonly-data">Rental Income:</p> <span class="readonly-data ml-2">${rentalIncome}</span></div>
+            summaryContent += `
+        <div class="flex align-items-center mb-2"><p class="text-bold m-0 readonly-data">Rental Income:</p> <span class="readonly-data ml-2">${rentalIncome}</span></div>
         <div class="flex align-items-center"><p class="text-bold m-0 readonly-data">Occupancy:</p> <span class="readonly-data ml-2">${occupancy}</span></div>`;
         }
         return summaryContent;