@silexpert/core 1.2.41 → 1.2.43

package/ts/api/resources/BalanceSheet.ts

@@ -1,8 +1,20 @@
-import { IBalanceSheet, QueryBalanceSheetMonthlyStatistic, QueryBalanceSheetStatistic, QueryBalanceSheetAttestation, ReadBalanceSheetMonthlyStatistic, ReadBalanceSheetStatistic, ReadFreelanceTurnover, UpdateBalanceSheet, CreateBalanceSheetAttestation, QueryBalanceSheetGenerateUnpaid, ReadBalanceSheetConsistency } from '../..';
+import {
+  IBalanceSheet,
+  QueryBalanceSheetMonthlyStatistic,
+  QueryBalanceSheetStatistic,
+  QueryBalanceSheetAttestation,
+  ReadBalanceSheetMonthlyStatistic,
+  ReadBalanceSheetStatistic,
+  ReadFreelanceTurnover,
+  UpdateBalanceSheet,
+  CreateBalanceSheetAttestation,
+  QueryBalanceSheetGenerateUnpaid,
+  ReadBalanceSheetConsistency,
+  QueryBalanceSheetSupervisedStatistic,
+} from '../..';
 import { Resource } from '../Resource';
 import { AxiosResponse } from 'axios';
 
-
 export class BalanceSheet extends Resource {
   getStatistics(params: QueryBalanceSheetStatistic): Promise<ReadBalanceSheetStatistic> {
     return this.axios.$get('/exercice/balanceSheet/statistics', { params });
@@ -20,6 +32,16 @@ export class BalanceSheet extends Resource {
     return this.axios.$get('/exercice/balanceSheet/monthly-statistics-csv', { params });
   }
 
+  getSupervisedStatistics(
+    params: QueryBalanceSheetSupervisedStatistic,
+    signal?: AbortSignal,
+  ): Promise<IBalanceSheet[]> {
+    return this.axios.$get('/exercice/balanceSheet/supervised-statistics', {
+      ...(signal ? { signal } : {}),
+      params,
+    });
+  }
+
   createAttestation(idBalanceSheet: number, params: CreateBalanceSheetAttestation): Promise<Buffer> {
     return this.axios.$post(`/exercice/balanceSheet/${idBalanceSheet}/attestations`, params, {
       responseType: 'arraybuffer',

package/ts/types/Enum/BalanceSheet.ts

@@ -40,7 +40,15 @@ export const BalanceSheetDetails = [
     text: 'À faire',
     color: 'grey',
     textColor: 'grey--text',
-    forRoles: [['front_office'], ['expert'], ['customer_success'], ['on_boarder'], ['termination'], ['litige'], ['facturation']],
+    forRoles: [
+      ['front_office'],
+      ['expert'],
+      ['customer_success'],
+      ['on_boarder'],
+      ['termination'],
+      ['litige'],
+      ['facturation'],
+    ],
   },
   {
     text: 'En cours de prod.',
@@ -48,7 +56,7 @@ export const BalanceSheetDetails = [
     alias: 'ENC',
     color: 'grey',
     textColor: 'grey--text ',
-    forRoles: [['front_office'], ['expert']],
+    forRoles: [['front_office'], ['expert'], ['customer_success']],
   },
   {
     text: 'Att. retour client',
@@ -56,7 +64,7 @@ export const BalanceSheetDetails = [
     alias: 'ARC',
     color: 'cyan',
     textColor: 'cyan--text',
-    forRoles: [['front_office'], ['expert']],
+    forRoles: [['front_office'], ['expert'], ['customer_success']],
   },
   {
     text: 'À réviser',
@@ -92,7 +100,7 @@ export const BalanceSheetDetails = [
     value: BalanceSheetState.SENDED_TO_CLIENT,
     color: 'blue',
     textColor: 'blue--text',
-    forRoles: [['front_office'], ['expert']],
+    forRoles: [['front_office'], ['expert'], ['customer_success']],
   },
   {
     text: 'Accepté par le client',
@@ -100,7 +108,7 @@ export const BalanceSheetDetails = [
     color: 'blue darken-2',
     textColor: 'blue--text ',
     alias: 'APC',
-    forRoles: [['front_office'], ['expert']],
+    forRoles: [['front_office'], ['expert'], ['customer_success']],
   },
   {
     text: 'Refusé par le client',
@@ -142,7 +150,13 @@ export const BalanceSheetDetails = [
     text: 'N/A',
     color: 'grey lighten-2',
     textColor: 'grey--text',
-    forRoles: [['customer_success', 'manager'], ['on_boarder', 'manager'], ['termination', 'manager'], ['litige', 'manager'], ['facturation', 'manager']],
+    forRoles: [
+      ['customer_success', 'manager'],
+      ['on_boarder', 'manager'],
+      ['termination', 'manager'],
+      ['litige', 'manager'],
+      ['facturation', 'manager'],
+    ],
   },
   {
     text: 'Impayé',
@@ -150,7 +164,15 @@ export const BalanceSheetDetails = [
     color: 'error darken-2',
     textColor: 'error--text text--darken-2',
     key: 'unpaid',
-    forRoles: [['front_office', 'manager'], ['front_office_express', 'manager'], ['customer_success'], ['on_boarder'], ['termination'], ['litige'], ['facturation']],
+    forRoles: [
+      ['front_office', 'manager'],
+      ['front_office_express', 'manager'],
+      ['customer_success'],
+      ['on_boarder'],
+      ['termination'],
+      ['litige'],
+      ['facturation'],
+    ],
   },
   {
     text: 'Facturation en cours',
@@ -202,14 +224,14 @@ export const BalanceSheetDetails = [
     forRoles: [['front_office'], ['expert']],
   },
   {
-    text: 'Accepté SIE en l\'état',
+    text: "Accepté SIE en l'état",
     value: BalanceSheetState.ACCEPTED_BY_SIE_IN_STATE,
     color: 'green darken-3',
     colorText: 'green--text',
     forRoles: [['front_office'], ['expert']],
   },
   {
-    text: 'Refus d\'établir',
+    text: "Refus d'établir",
     value: BalanceSheetState.ESTABLISH_REFUSED,
     color: 'orange darken-1',
     colorText: 'orange--text text--darken-1',
@@ -272,7 +294,7 @@ export type BalanceSheetField = {
   calculationAdd?: string[]; // Tableau des keys à additionner pour obtenir le total
 
   type?: BalanceSheetType; // Permet de calculer par somme de compte, créditeur ou débiteur
-  idThirdPartyTypeToAdd?: [ThirdPartyType, MathematicalSign] // Type de tiers à additionner, uniquement au crédit / débit / tous
+  idThirdPartyTypeToAdd?: [ThirdPartyType, MathematicalSign]; // Type de tiers à additionner, uniquement au crédit / débit / tous
 };
 
 export type BalanceSheetList = BalanceSheetField[];
@@ -298,7 +320,7 @@ export const BALANCE_SHEET_LIST_ACTIVE: BalanceSheetList = [
         isSubcategory: true,
         fields: [
           {
-            name: 'Frais d\'établissement',
+            name: "Frais d'établissement",
             accounts: ['201'],
             accountsDeducted: ['2801'],
             total: 0,
@@ -387,7 +409,7 @@ export const BALANCE_SHEET_LIST_ACTIVE: BalanceSheetList = [
             accountsDeducted: ['2967', '2968'],
           },
           {
-            name: 'Titres immobilisés de l\'activité de portefeuille',
+            name: "Titres immobilisés de l'activité de portefeuille",
             accounts: ['273'],
             accountsDeducted: ['2973'],
           },
@@ -473,7 +495,36 @@ export const BALANCE_SHEET_LIST_ACTIVE: BalanceSheetList = [
           {
             // autres = lorsque les fournisseurs te doivent de l'argent = somme débit > crédit
             name: 'Autres',
-            accounts: ['401', '408', '4096', '4097', '4098', '42', '43', '44', '451', '452', '453', '454', '455', '4561', '4563', '4564', '4565', '4566', '4567', '4568', '4569', '457', '458', '459', '46', '471', '472', '481'],
+            accounts: [
+              '401',
+              '408',
+              '4096',
+              '4097',
+              '4098',
+              '42',
+              '43',
+              '44',
+              '451',
+              '452',
+              '453',
+              '454',
+              '455',
+              '4561',
+              '4563',
+              '4564',
+              '4565',
+              '4566',
+              '4567',
+              '4568',
+              '4569',
+              '457',
+              '458',
+              '459',
+              '46',
+              '471',
+              '472',
+              '481',
+            ],
             idThirdPartyTypeToAdd: [ThirdPartyType.PROVIDER, MathematicalSign.PLUS],
             accountsDeducted: ['495', '496'], // Actif : On compte dedans que ceux qui sont positifs que 4
             type: 'active',
@@ -514,7 +565,7 @@ export const BALANCE_SHEET_LIST_ACTIVE: BalanceSheetList = [
         type: 'active',
       },
       {
-        name: 'Charges constatées d\'avance',
+        name: "Charges constatées d'avance",
         key: 'establishedInAdvance',
         accounts: ['486'],
       },
@@ -559,7 +610,16 @@ export const BALANCE_SHEET_LIST_ACTIVE: BalanceSheetList = [
     total: 0,
     totalDeducted: 0,
     calculation: true,
-    calculationAdd: ['fixedAsset', 'subscribedCapital', 'circulatingActive', 'total3', 'total4', 'total3', 'total4', 'total5'],
+    calculationAdd: [
+      'fixedAsset',
+      'subscribedCapital',
+      'circulatingActive',
+      'total3',
+      'total4',
+      'total3',
+      'total4',
+      'total5',
+    ],
     isTotal: true,
   },
 ];
@@ -573,7 +633,7 @@ export const BALANCE_SHEET_LIST_PASSIVE: BalanceSheetList = [
     total: 0,
   },
   {
-    name: 'Primes d\'émission, de fusion, d\'apport',
+    name: "Primes d'émission, de fusion, d'apport",
     key: 'issuePremiums',
     accounts: ['104'],
     isSubcategory: true,
@@ -587,7 +647,7 @@ export const BALANCE_SHEET_LIST_PASSIVE: BalanceSheetList = [
     total: 0,
   },
   {
-    name: 'Ecart d\'équivalence',
+    name: "Ecart d'équivalence",
     key: 'equivalenceGap',
     accounts: ['107'],
     isSubcategory: true,
@@ -627,14 +687,14 @@ export const BALANCE_SHEET_LIST_PASSIVE: BalanceSheetList = [
     total: 0,
   },
   {
-    name: 'Résultat de l\'exercice (bénéfice ou perte)',
+    name: "Résultat de l'exercice (bénéfice ou perte)",
     key: 'resultExercice',
     accounts: ['12'], // comptes 6 - 7
     isSubcategory: true,
     total: 0,
   },
   {
-    name: 'Subventions d\'investissement',
+    name: "Subventions d'investissement",
     key: 'subsidies',
     accounts: ['13'],
     isSubcategory: true,
@@ -651,7 +711,17 @@ export const BALANCE_SHEET_LIST_PASSIVE: BalanceSheetList = [
     name: 'Total (I)',
     key: 'total1',
     calculation: true,
-    calculationAdd: ['subscribedCapital', 'issuePremiums', 'equivalenceGap', 'revaluationGap', 'reservations', 'postponement', 'resultExercice', 'subsidies', 'subsidiesRegulated'],
+    calculationAdd: [
+      'subscribedCapital',
+      'issuePremiums',
+      'equivalenceGap',
+      'revaluationGap',
+      'reservations',
+      'postponement',
+      'resultExercice',
+      'subsidies',
+      'subsidiesRegulated',
+    ],
     isTotal: true,
     total: 0,
   },
@@ -772,7 +842,7 @@ export const BALANCE_SHEET_LIST_PASSIVE: BalanceSheetList = [
         type: 'passive',
       },
       {
-        name: 'Produits constatés d\'avance',
+        name: "Produits constatés d'avance",
         key: 'advanceProducts',
         accounts: ['487', '489'],
         isSubcategory: true,
@@ -800,7 +870,20 @@ export const BALANCE_SHEET_LIST_PASSIVE: BalanceSheetList = [
     key: 'total5',
     total: 0,
     calculation: true,
-    calculationAdd: ['subscribedCapital', 'issuePremiums', 'equivalenceGap', 'revaluationGap', 'reservations', 'postponement', 'resultExercice', 'subsidies', 'subsidiesRegulated', 'provisions', 'debts', 'total4'],
+    calculationAdd: [
+      'subscribedCapital',
+      'issuePremiums',
+      'equivalenceGap',
+      'revaluationGap',
+      'reservations',
+      'postponement',
+      'resultExercice',
+      'subsidies',
+      'subsidiesRegulated',
+      'provisions',
+      'debts',
+      'total4',
+    ],
     isTotal: true,
   },
 ];
@@ -845,4 +928,4 @@ export const balanceSheetTotalRanges = [
     lowValue: 250000,
     highValue: 10000000,
   },
-] as const;
+] as const;

package/ts/types/Enum/BankCollectingState.ts

@@ -4,6 +4,7 @@ export enum BankCollectingState {
   INVOICED = 3,
   REFUSED_INVOICE = 4,
   UNPAID = 5,
+  INVOICED_WAITING_PAYMENT = 6,
 }
 
 export const BankCollectingStateList = [
@@ -37,4 +38,10 @@ export const BankCollectingStateList = [
     color: 'red lighten-2',
     textColor: 'red--text red--lighten-3',
   },
-];
+  {
+    id: BankCollectingState.INVOICED_WAITING_PAYMENT,
+    label: 'Facturé en attente de paiement',
+    color: 'green darken-2',
+    textColor: 'red--text red--lighten-3',
+  },
+];

package/ts/types/Enum/BrandClementine.ts

@@ -340,5 +340,11 @@ export const BrandClementine: Brand[] = [
       email: 'facturation@compta-clementine.fr',
     },
     salesContractConfig: SalesContractKlems,
+    caarl: {
+      subscriptionNumber: {
+        sandbox: 'S-2412-3945851',
+        production: 'S-2412-5088901',
+      },
+    },
   },
 ] as const;

package/ts/types/Enum/ReasonNotSubscribed.ts

@@ -0,0 +1,212 @@
+export const ReasonNotSubscribed = [
+  {
+    id: 1,
+    text: 'Souhaite un cabinet comptable physique',
+    hidden: false,
+    isOver: [8, 18, 27, 28],
+  },
+  {
+    id: 2,
+    text: "Création d'entreprise sans suivi comptable",
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 3,
+    text: 'Heure de conseil à la carte',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 4,
+    text: 'Prestation social pour salarié unique',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 5,
+    text: 'Prestation comptable exceptionnelle',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 6,
+    text: 'Prestation juridique exceptionnelle',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 7,
+    text: 'Ne veut pas annoter les opérations',
+    hidden: true,
+    isOver: null,
+  },
+  {
+    id: 8,
+    text: 'Tarifs trop élevés',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 9,
+    text: 'Ne répond pas',
+    hidden: true,
+    isOver: null,
+  },
+  {
+    id: 11,
+    text: 'Concurrence',
+    hidden: false,
+    isOver: [8, 18, 25, 26],
+  },
+  {
+    id: 12,
+    text: 'Ne parle pas français',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 13,
+    text: "N'a pas fait de demande",
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 14,
+    text: 'Exercice à reprendre trop vieux',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 15,
+    text: 'Entreprise/société étrangère',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 16,
+    text: 'Activité non prise en charge',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 17,
+    text: 'AE - pas besoin de compta',
+    hidden: true,
+    isOver: null,
+  },
+  {
+    id: 18,
+    text: "Trop d'avis négatif",
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 19,
+    text: 'Particulier',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 20,
+    text: 'Erreur de demande',
+    hidden: false,
+    isOver: [12, 13, 19, 31, 32, 33],
+  },
+  {
+    id: 21,
+    text: 'Pourcentage',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 22,
+    text: 'Prévis délais trop long',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 23,
+    text: 'STOP SMS',
+    hidden: false,
+    isOver: [],
+  },
+  {
+    id: 24,
+    text: 'Inscription Newsletter',
+    hidden: true,
+    isOver: null,
+  },
+  {
+    id: 25,
+    text: "N'aime pas le logiciel",
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 26,
+    text: 'Approche commercial',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 27,
+    text: 'Souhaite un cabinet comptable physique',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 28,
+    text: 'Souhaite avoir son comptable près de chez lui',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 29,
+    text: 'Prestation non prise en charge',
+    hidden: false,
+    isOver: [2, 3, 4, 5, 6, 14, 15, 16, 21, 22, 30],
+  },
+  {
+    id: 30,
+    text: 'Renvoi Comptalib – souhaite uniquement un logiciel',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 31,
+    text: 'Faux contact',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 32,
+    text: 'Echec appels',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 33,
+    text: 'Demande pour un autre service (RH, communication, ...)',
+    hidden: false,
+    isOver: null,
+  },
+  {
+    id: 34,
+    text: 'Projet annulé/reporté',
+    hidden: false,
+    isOver: [],
+  },
+  {
+    id: 35,
+    text: 'Litige ancien EC/documents pas à jour',
+    hidden: false,
+    isOver: [],
+  },
+  {
+    id: 36,
+    text: 'Ne répond pas - échec relances',
+    hidden: false,
+    isOver: [],
+  },
+];

package/ts/types/Interface/api/balanceSheet/Query.ts

@@ -1,81 +1,88 @@
 import { ApiProperty, ApiPropertyOptional } from '../../../../utils';
-import {
-  IsDateString, IsIn, IsNumber, IsOptional, IsString,
-} from 'class-validator';
+import { IsDateString, IsIn, IsNumber, IsOptional, IsString } from 'class-validator';
 import { Supervision } from '../../../Enum/Supervision';
 
-
 export class QueryBalanceSheetStatistic {
   @ApiProperty()
   @IsDateString()
-    date: string;
+  date: string;
 
   @ApiPropertyOptional()
   @IsNumber()
   @IsOptional()
-    idUser: number;
+  idUser: number;
 }
 
 export class QueryBalanceSheetGenerateUnpaid {
   @ApiPropertyOptional()
   @IsNumber()
   @IsOptional()
-    idSociety: number;
+  idSociety: number;
 }
 
 export class QueryBalanceSheetMonthlyStatistic {
   @ApiProperty()
   @IsDateString()
-    date: string;
+  date: string;
+}
+
+export class QueryBalanceSheetSupervisedStatistic {
+  @ApiProperty()
+  @IsDateString()
+  date: string;
+
+  @ApiProperty()
+  @IsDateString()
+  endDate: string;
 }
 
 export class QueryBalanceSheetAttestation {
   @ApiProperty()
   @IsNumber()
-    idState: number;
+  idState: number;
 
   @ApiProperty()
   @IsNumber()
-    idSociety: number;
-  
+  idSociety: number;
+
   @ApiProperty()
   @IsNumber()
-    idBalanceSheet: number;
-  
+  idBalanceSheet: number;
+
   @ApiProperty()
   @IsNumber()
-    idExercice: number;
-  
+  idExercice: number;
+
   @ApiProperty()
   @IsNumber()
-    idExpertAccountant: number;
+  idExpertAccountant: number;
 }
 
 export class CreateBalanceSheetAttestation {
   @ApiProperty()
   @IsString()
-    attestation: string;
-  
+  attestation: string;
+
   @ApiPropertyOptional()
   @IsString()
   @IsOptional()
-    attestationDetail?: string;
-    
+  attestationDetail?: string;
+
   @ApiProperty()
   @IsNumber()
-    idSociety: number;
-    
+  idSociety: number;
+
   @ApiPropertyOptional()
   @IsNumber()
   @IsOptional()
-    idFile: number;
+  idFile: number;
 
   @ApiProperty()
   @IsNumber()
-    idSupervision: number;
+  idSupervision: number;
 
   @ApiProperty()
   @IsNumber()
   @IsIn([Supervision.ATTESTED, Supervision.ATTEST_REFUSED, Supervision.ATTEST_WITH_OBSERVATIONS])
-    state: number;
-}
+  state: number;
+}