@matech/thebigpos-sdk 3.7.0 → 3.8.0-pr-4912-3553

package/src/index.ts

@@ -23,6 +23,20 @@ export type UserRole =
   | "LoanOfficerAssistant"
   | "SystemAdmin";
 
+export type TaskType =
+  | "Document"
+  | "Field"
+  | "Signature"
+  | "EDisclosure"
+  | "EConsent"
+  | "VerificationOfAssets"
+  | "VerificationOfIncome"
+  | "VerificationOfEmployment"
+  | "VerificationOfCredit"
+  | "Payment"
+  | "VerificationOfIncomeAndEmployment"
+  | "VerificationOfTaxes";
+
 export type TaskStatus =
   | "Outstanding"
   | "Pending"
@@ -96,6 +110,8 @@ export type LoanTitleHeld =
 
 export type LoanTaskActivityFilter = "Active" | "Inactive" | "All";
 
+export type LoanRoleTaskSource = "Rule" | "Manual";
+
 export type LoanRole =
   | "Borrower"
   | "CoBorrower"
@@ -270,7 +286,8 @@ export type LoanLogType =
   | "DocumentClassified"
   | "CoBorrowerEmailAutoFixed"
   | "LosFieldWriteBack"
-  | "ReferrerChangeDiscarded";
+  | "ReferrerChangeDiscarded"
+  | "TaskEdited";
 
 export type LoanLienPosition = "First" | "Subordinate";
 
@@ -647,7 +664,8 @@ export type AiAuditEventType =
   | "LoanUpdateProposed"
   | "LoanUpdateApplied"
   | "LoanUpdateRefused"
-  | "PromptTriggerCoalesced";
+  | "PromptTriggerCoalesced"
+  | "RecommendationRunCompleted";
 
 export type AddressFamily =
   | "Unspecified"
@@ -853,6 +871,7 @@ export interface AdminAccessUser {
   preferredLoanOfficer?: PreferredLoanOfficer | null;
   loanIDs: string[];
   drafts: Draft[];
+  inProgressLoans: InProgressLoan[];
   notificationSettings?: UserNotificationSettings | null;
   hasExtendedLoanVisibility: boolean;
   /** @format uuid */
@@ -1683,6 +1702,7 @@ export interface BranchUser {
   preferredLoanOfficer?: PreferredLoanOfficer | null;
   loanIDs: string[];
   drafts: Draft[];
+  inProgressLoans: InProgressLoan[];
   notificationSettings?: UserNotificationSettings | null;
   hasExtendedLoanVisibility: boolean;
   /** @format uuid */
@@ -2124,6 +2144,16 @@ export interface CreateLoanImportRequest {
   importMode: CreateLoanImportRequestImportModeEnum;
 }
 
+export interface CreateLoanRoleTaskRequest {
+  /** @format uuid */
+  taskId: string;
+  role: CreateLoanRoleTaskRequestRoleEnum;
+  /** @format int32 */
+  borrowerPair: number;
+  /** @format int32 */
+  borrowerPosition: number;
+}
+
 export interface CreateSession {
   sessionId: string;
   sessionUrl: string;
@@ -2293,6 +2323,7 @@ export interface DetailedUser {
   preferredLoanOfficer?: PreferredLoanOfficer | null;
   loanIDs: string[];
   drafts: Draft[];
+  inProgressLoans: InProgressLoan[];
   notificationSettings?: UserNotificationSettings | null;
   hasExtendedLoanVisibility: boolean;
 }
@@ -2577,6 +2608,7 @@ export interface EnabledServices {
   ringCentral?: boolean | null;
   socialSurvey?: boolean | null;
   borrowerTasks?: boolean | null;
+  preBorrowerTasks?: boolean | null;
   docusign?: boolean | null;
   emailNotifications?: boolean | null;
   autoTaskReminders?: boolean | null;
@@ -3212,6 +3244,7 @@ export interface ImpersonatedDetailedUser {
   preferredLoanOfficer?: PreferredLoanOfficer | null;
   loanIDs: string[];
   drafts: Draft[];
+  inProgressLoans: InProgressLoan[];
   notificationSettings?: UserNotificationSettings | null;
   hasExtendedLoanVisibility: boolean;
   /** @deprecated */
@@ -3226,6 +3259,17 @@ export interface ImportUserLoanTaskRequest {
   userID: string;
 }
 
+export interface InProgressLoan {
+  /** @format uuid */
+  id: string;
+  /** @format uuid */
+  borrowerId: string;
+  /** @format uuid */
+  siteConfigurationId?: string | null;
+  /** @format date-time */
+  updatedAt?: string | null;
+}
+
 export interface IncompleteApplicationSummary {
   /** @format int32 */
   total: number;
@@ -3499,6 +3543,20 @@ export interface LoanApplicationRequest {
   existingLoanId?: string | null;
 }
 
+export interface LoanApplicationSession {
+  routeName: string;
+  currentQuestionId?: string | null;
+  questionHistory: string[];
+  /** @format date-time */
+  completedAt?: string | null;
+}
+
+export interface LoanApplicationSessionRequest {
+  routeName: string;
+  currentQuestionId?: string | null;
+  questionHistory: string[];
+}
+
 export interface LoanBorrower {
   /** @format uuid */
   id: string;
@@ -5006,6 +5064,25 @@ export interface LoanQueueWithData {
   data?: any | null;
 }
 
+export interface LoanRecommendation {
+  /** @format uuid */
+  id: string;
+  canonicalName: string;
+  displayName: string;
+  extractedValue: string;
+  currentLoanValue?: any | null;
+  /** @format uuid */
+  sourceDocumentId: string;
+  sourceDocumentName?: string | null;
+  /** @format float */
+  confidence: number;
+  /** @format uuid */
+  borrowerId?: string | null;
+  borrowerName?: string | null;
+  /** @format date-time */
+  detectedAt: string;
+}
+
 export interface LoanRecord {
   loanGuid: string;
   loanFields: Record<string, string>;
@@ -5059,6 +5136,54 @@ export interface LoanRefinanceRequest {
   currentLoan?: LoanRefinanceCurrentLoanRequest | null;
 }
 
+export interface LoanRoleSlotTasks {
+  role: LoanRoleSlotTasksRoleEnum;
+  /** @format int32 */
+  borrowerPair: number;
+  /** @format int32 */
+  borrowerPosition: number;
+  tasks: LoanRoleTask[];
+}
+
+export interface LoanRoleTask {
+  /** @format uuid */
+  id: string;
+  /** @format uuid */
+  loanId: string;
+  role: LoanRoleTaskRoleEnum;
+  /** @format int32 */
+  borrowerPair: number;
+  /** @format int32 */
+  borrowerPosition: number;
+  /** @format uuid */
+  definitionTaskId: string;
+  /** @format uuid */
+  taskId: string;
+  name: string;
+  description?: string | null;
+  type: LoanRoleTaskTypeEnum;
+  losTarget?: string | null;
+  /** @format int32 */
+  daysDueFromApplication?: number | null;
+  /** @format int32 */
+  weight: number;
+  willAutocompleteAfterResponse: boolean;
+  /** @format uuid */
+  loanDocumentFolderId?: string | null;
+  /** @format date */
+  dueDate?: string | null;
+  source: LoanRoleTaskSourceEnum;
+  isAttached: boolean;
+  /** @format uuid */
+  attachedUserLoanTaskId?: string | null;
+  /** @format date-time */
+  attachedAt?: string | null;
+  /** @format uuid */
+  createdById?: string | null;
+  /** @format date-time */
+  createdAt: string;
+}
+
 export interface LoanSearchCriteria {
   searchText?: string | null;
   searchTerms?: string[] | null;
@@ -5087,6 +5212,7 @@ export interface LoanSearchCriteria {
   closingFrom?: string | null;
   /** @format date */
   closingTo?: string | null;
+  milestoneConfigurationIds?: string[] | null;
 }
 
 export interface LoanSettings {
@@ -5422,6 +5548,11 @@ export interface ManualDocumentClassificationRequest {
   documentType: ManualDocumentClassificationRequestDocumentTypeEnum;
 }
 
+export interface MaterializeLoanRoleTasks {
+  /** @format int32 */
+  rowsAdded: number;
+}
+
 export interface MdmUser {
   user_email?: string | null;
   user_id?: string | null;
@@ -6855,6 +6986,8 @@ export interface Task {
   isGlobal: boolean;
   /** @format uuid */
   id: string;
+  /** @format uuid */
+  sourceTaskID?: string | null;
   user?: User | null;
   isFromLegacySource: boolean;
   usedInBusinessRule: boolean;
@@ -7212,6 +7345,17 @@ export interface UpdateLoanQueueRequest {
   data: any;
 }
 
+export interface UpdateLoanRoleTaskRequest {
+  name?: string | null;
+  description?: string | null;
+  /** @format int32 */
+  weight?: number | null;
+  /** @format uuid */
+  loanDocumentFolderId?: string | null;
+  /** @format date */
+  dueDate?: string | null;
+}
+
 export interface UpdateMeRequest {
   phone?: string | null;
   firstName: string;
@@ -7613,6 +7757,12 @@ export interface UserLoanTaskUpdateRequest {
   value?: string | null;
   /** @format date */
   dueDate?: string | null;
+  name?: string | null;
+  description?: string | null;
+  /** @format int32 */
+  weight?: number | null;
+  /** @format uuid */
+  loanDocumentFolderId?: string | null;
 }
 
 export interface UserMobilePhoneVerificationRequest {
@@ -7818,7 +7968,8 @@ export type AiAuditLogEventTypeEnum =
   | "LoanUpdateProposed"
   | "LoanUpdateApplied"
   | "LoanUpdateRefused"
-  | "PromptTriggerCoalesced";
+  | "PromptTriggerCoalesced"
+  | "RecommendationRunCompleted";
 
 export type AiChatStructuredDataTypeEnum =
   | "Table"
@@ -7961,6 +8112,21 @@ export type CreateLoanImportRequestImportModeEnum =
   | "NewOnly"
   | "UpdateOnly";
 
+export type CreateLoanRoleTaskRequestRoleEnum =
+  | "Borrower"
+  | "CoBorrower"
+  | "NonBorrower"
+  | "LoanOfficer"
+  | "LoanProcessor"
+  | "LoanOfficerAssistant"
+  | "SupportingLoanOfficer"
+  | "BuyerAgent"
+  | "SellerAgent"
+  | "TitleInsuranceAgent"
+  | "EscrowAgent"
+  | "SettlementAgent"
+  | "Admin";
+
 export type CreateUserDraftLoanRoleEnum =
   | "Borrower"
   | "CoBorrower"
@@ -8238,7 +8404,8 @@ export type LoanLogTypeEnum =
   | "DocumentClassified"
   | "CoBorrowerEmailAutoFixed"
   | "LosFieldWriteBack"
-  | "ReferrerChangeDiscarded";
+  | "ReferrerChangeDiscarded"
+  | "TaskEdited";
 
 export type LoanLogDetailLevelEnum = "None" | "Info" | "Warning" | "Error";
 
@@ -8262,7 +8429,54 @@ export type LoanLogDetailTypeEnum =
   | "DocumentClassified"
   | "CoBorrowerEmailAutoFixed"
   | "LosFieldWriteBack"
-  | "ReferrerChangeDiscarded";
+  | "ReferrerChangeDiscarded"
+  | "TaskEdited";
+
+export type LoanRoleSlotTasksRoleEnum =
+  | "Borrower"
+  | "CoBorrower"
+  | "NonBorrower"
+  | "LoanOfficer"
+  | "LoanProcessor"
+  | "LoanOfficerAssistant"
+  | "SupportingLoanOfficer"
+  | "BuyerAgent"
+  | "SellerAgent"
+  | "TitleInsuranceAgent"
+  | "EscrowAgent"
+  | "SettlementAgent"
+  | "Admin";
+
+export type LoanRoleTaskRoleEnum =
+  | "Borrower"
+  | "CoBorrower"
+  | "NonBorrower"
+  | "LoanOfficer"
+  | "LoanProcessor"
+  | "LoanOfficerAssistant"
+  | "SupportingLoanOfficer"
+  | "BuyerAgent"
+  | "SellerAgent"
+  | "TitleInsuranceAgent"
+  | "EscrowAgent"
+  | "SettlementAgent"
+  | "Admin";
+
+export type LoanRoleTaskTypeEnum =
+  | "Document"
+  | "Field"
+  | "Signature"
+  | "EDisclosure"
+  | "EConsent"
+  | "VerificationOfAssets"
+  | "VerificationOfIncome"
+  | "VerificationOfEmployment"
+  | "VerificationOfCredit"
+  | "Payment"
+  | "VerificationOfIncomeAndEmployment"
+  | "VerificationOfTaxes";
+
+export type LoanRoleTaskSourceEnum = "Rule" | "Manual";
 
 export type LoanTaskStatusSummaryStatusEnum =
   | "Outstanding"
@@ -8768,7 +8982,7 @@ export class HttpClient<SecurityDataType = unknown> {
 
 /**
  * @title The Big POS API
- * @version v3.7.0
+ * @version v3.8.0
  * @termsOfService https://www.thebigpos.com/terms-of-use/
  * @contact Mortgage Automation Technologies <support@thebigpos.com> (https://www.thebigpos.com/terms-of-use/)
  */
@@ -16265,6 +16479,194 @@ export class Api<
         ...params,
       }),
 
+    /**
+     * No description
+     *
+     * @tags LoanRecommendations
+     * @name GetLoanRecommendations
+     * @summary Get a loan's open recommendations
+     * @request GET:/api/loans/{loanId}/recommendations
+     * @secure
+     * @response `200` `(LoanRecommendation)[]` OK
+     * @response `400` `ProblemDetails` Bad Request
+     * @response `404` `ProblemDetails` Not Found
+     */
+    getLoanRecommendations: (loanId: string, params: RequestParams = {}) =>
+      this.request<LoanRecommendation[], ProblemDetails>({
+        path: `/api/loans/${loanId}/recommendations`,
+        method: "GET",
+        secure: true,
+        format: "json",
+        ...params,
+      }),
+
+    /**
+     * No description
+     *
+     * @tags LoanRecommendations
+     * @name DismissLoanRecommendation
+     * @summary Dismiss a loan recommendation
+     * @request POST:/api/loans/{loanId}/recommendations/{id}/dismiss
+     * @secure
+     * @response `204` `void` No Content
+     * @response `400` `ProblemDetails` Bad Request
+     * @response `404` `ProblemDetails` Not Found
+     */
+    dismissLoanRecommendation: (
+      loanId: string,
+      id: string,
+      params: RequestParams = {},
+    ) =>
+      this.request<void, ProblemDetails>({
+        path: `/api/loans/${loanId}/recommendations/${id}/dismiss`,
+        method: "POST",
+        secure: true,
+        ...params,
+      }),
+
+    /**
+     * No description
+     *
+     * @tags LoanRoleTasks
+     * @name GetLoanRoleTasks
+     * @summary Get queued tasks grouped by borrower slot
+     * @request GET:/api/loans/{loanId}/role-tasks
+     * @secure
+     * @response `200` `(LoanRoleSlotTasks)[]` OK
+     * @response `404` `ProblemDetails` Not Found
+     */
+    getLoanRoleTasks: (loanId: string, params: RequestParams = {}) =>
+      this.request<LoanRoleSlotTasks[], ProblemDetails>({
+        path: `/api/loans/${loanId}/role-tasks`,
+        method: "GET",
+        secure: true,
+        format: "json",
+        ...params,
+      }),
+
+    /**
+     * @description Queues an account template against a borrower slot that has no registered user yet. The row owns a per-loan copy of the template, so editing it never changes the account's catalogue.
+     *
+     * @tags LoanRoleTasks
+     * @name CreateLoanRoleTask
+     * @summary Queue a task for a borrower slot
+     * @request POST:/api/loans/{loanId}/role-tasks
+     * @secure
+     * @response `201` `LoanRoleTask` Created
+     * @response `400` `ProblemDetails` Bad Request
+     * @response `404` `ProblemDetails` Not Found
+     * @response `409` `ProblemDetails` Conflict
+     * @response `422` `ProblemDetails` Unprocessable Content
+     */
+    createLoanRoleTask: (
+      loanId: string,
+      data: CreateLoanRoleTaskRequest,
+      params: RequestParams = {},
+    ) =>
+      this.request<LoanRoleTask, ProblemDetails>({
+        path: `/api/loans/${loanId}/role-tasks`,
+        method: "POST",
+        body: data,
+        secure: true,
+        type: "application/json",
+        format: "json",
+        ...params,
+      }),
+
+    /**
+     * No description
+     *
+     * @tags LoanRoleTasks
+     * @name GetLoanRoleTask
+     * @summary Get a queued task
+     * @request GET:/api/loans/{loanId}/role-tasks/{id}
+     * @secure
+     * @response `200` `LoanRoleTask` OK
+     * @response `404` `ProblemDetails` Not Found
+     */
+    getLoanRoleTask: (loanId: string, id: string, params: RequestParams = {}) =>
+      this.request<LoanRoleTask, ProblemDetails>({
+        path: `/api/loans/${loanId}/role-tasks/${id}`,
+        method: "GET",
+        secure: true,
+        format: "json",
+        ...params,
+      }),
+
+    /**
+     * @description Edits the loan's own copy of the template. The account's catalogue entry is untouched, so the change applies to this borrower only. Omitted fields are left as they are.
+     *
+     * @tags LoanRoleTasks
+     * @name UpdateLoanRoleTask
+     * @summary Edit a queued task
+     * @request PUT:/api/loans/{loanId}/role-tasks/{id}
+     * @secure
+     * @response `200` `LoanRoleTask` OK
+     * @response `400` `ProblemDetails` Bad Request
+     * @response `404` `ProblemDetails` Not Found
+     * @response `409` `ProblemDetails` Conflict
+     * @response `422` `ProblemDetails` Unprocessable Content
+     */
+    updateLoanRoleTask: (
+      loanId: string,
+      id: string,
+      data: UpdateLoanRoleTaskRequest,
+      params: RequestParams = {},
+    ) =>
+      this.request<LoanRoleTask, ProblemDetails>({
+        path: `/api/loans/${loanId}/role-tasks/${id}`,
+        method: "PUT",
+        body: data,
+        secure: true,
+        type: "application/json",
+        format: "json",
+        ...params,
+      }),
+
+    /**
+     * @description Removes a queued task from a borrower slot. The removal is remembered, so a later run of the rules does not queue the same template again.
+     *
+     * @tags LoanRoleTasks
+     * @name DeleteLoanRoleTask
+     * @summary Remove a queued task
+     * @request DELETE:/api/loans/{loanId}/role-tasks/{id}
+     * @secure
+     * @response `204` `void` No Content
+     * @response `404` `ProblemDetails` Not Found
+     * @response `409` `ProblemDetails` Conflict
+     */
+    deleteLoanRoleTask: (
+      loanId: string,
+      id: string,
+      params: RequestParams = {},
+    ) =>
+      this.request<void, ProblemDetails>({
+        path: `/api/loans/${loanId}/role-tasks/${id}`,
+        method: "DELETE",
+        secure: true,
+        ...params,
+      }),
+
+    /**
+     * @description Runs the account's business rules against the loan and queues what is missing. Templates already queued, and ones removed by staff, are left alone.
+     *
+     * @tags LoanRoleTasks
+     * @name MaterializeLoanRoleTasks
+     * @summary Queue the business rule defaults
+     * @request POST:/api/loans/{loanId}/role-tasks/materialize
+     * @secure
+     * @response `200` `MaterializeLoanRoleTasks` OK
+     * @response `404` `ProblemDetails` Not Found
+     */
+    materializeLoanRoleTasks: (loanId: string, params: RequestParams = {}) =>
+      this.request<MaterializeLoanRoleTasks, ProblemDetails>({
+        path: `/api/loans/${loanId}/role-tasks/materialize`,
+        method: "POST",
+        secure: true,
+        format: "json",
+        ...params,
+      }),
+
     /**
      * No description
      *
@@ -16416,6 +16818,63 @@ export class Api<
         ...params,
       }),
 
+    /**
+     * No description
+     *
+     * @tags Loans
+     * @name GetBorrowerApplicationSession
+     * @summary Get borrower application session
+     * @request GET:/api/loans/{loanId}/borrowers/{borrowerId}/application-session
+     * @secure
+     * @response `200` `LoanApplicationSession` OK
+     * @response `400` `any` Bad Request
+     * @response `401` `ProblemDetails` Unauthorized
+     * @response `403` `ProblemDetails` Forbidden
+     * @response `404` `ProblemDetails` Not Found
+     */
+    getBorrowerApplicationSession: (
+      loanId: string,
+      borrowerId: string,
+      params: RequestParams = {},
+    ) =>
+      this.request<LoanApplicationSession, ProblemDetails>({
+        path: `/api/loans/${loanId}/borrowers/${borrowerId}/application-session`,
+        method: "GET",
+        secure: true,
+        format: "json",
+        ...params,
+      }),
+
+    /**
+     * No description
+     *
+     * @tags Loans
+     * @name UpdateBorrowerApplicationSession
+     * @summary Update borrower application session
+     * @request PUT:/api/loans/{loanId}/borrowers/{borrowerId}/application-session
+     * @secure
+     * @response `200` `LoanApplicationSession` OK
+     * @response `400` `any` Bad Request
+     * @response `401` `ProblemDetails` Unauthorized
+     * @response `403` `ProblemDetails` Forbidden
+     * @response `404` `ProblemDetails` Not Found
+     */
+    updateBorrowerApplicationSession: (
+      loanId: string,
+      borrowerId: string,
+      data: LoanApplicationSessionRequest,
+      params: RequestParams = {},
+    ) =>
+      this.request<LoanApplicationSession, ProblemDetails>({
+        path: `/api/loans/${loanId}/borrowers/${borrowerId}/application-session`,
+        method: "PUT",
+        body: data,
+        secure: true,
+        type: "application/json",
+        format: "json",
+        ...params,
+      }),
+
     /**
      * No description
      *
@@ -17075,6 +17534,7 @@ export class Api<
      * @request POST:/api/loans/{loanId}/users/{userId}
      * @secure
      * @response `201` `LoanUser` Created
+     * @response `404` `ProblemDetails` Not Found
      */
     addLoanUser: (
       loanId: string,
@@ -17082,7 +17542,7 @@ export class Api<
       data: CreateUserLoan,
       params: RequestParams = {},
     ) =>
-      this.request<LoanUser, any>({
+      this.request<LoanUser, ProblemDetails>({
         path: `/api/loans/${loanId}/users/${userId}`,
         method: "POST",
         body: data,