@silexpert/core 1.3.37-5 → 1.3.38

package/ts/types/Enum/Card.ts

@@ -1,5 +1,4 @@
 import { Role } from './Role';
-import { TeamType } from './TeamType';
 
 export enum CardType {
   BALANCE_SHEET = 1,
@@ -11,119 +10,60 @@ export enum CardType {
   // REINFORCED_CHECKLIST = 7,
   CHECK_BALANCE_ANNOTATION_NEW_CLIENT = 8,
   CHECK_BALANCE_ANNOTATION = 9,
-  SETUP_BANK_ACCOUNT = 10, // Mise en place banque
-  UPDATE_BANK_BALANCE = 11, // MAJ du solde bancaire
-  UPDATE_ANNOTATIONS = 12, // MAJ Annotations
-  CONTROL_REVISION_SURVEY = 13, // Contrôle/Revision/Sondage
-  SETUP_AND_INTEGRATION_N_MINUS_1 = 14, // Paramétrage & Intégration N-1
-  VAT_REFUSED = 15, // TVA Refus (Refus SIE + Refus client)
-  ADVANCE_IS = 16, // Acompte IS
-  VAT_EXPRESS = 17, // TVA EXPRESS
-  ADVANCE_IS_REFUSED = 18, // Acompte Refus SIE
-  CLR = 19, // CLR
-  CLR_EXCEPTIONAL_MISSION = 20, // CLR mission exceptionnelle (V2)
-  CUT_OFF = 21, // Cut Off
-  BALANCE_SHEET_PREPARATION = 22, // Préparation et Formalisation du Bilan
-  BALANCE_SHEET_SEND_SIE = 23, // Envoi du bilan SIE
-  BALANCE_SHEET_REFUSED = 24, // Bilan Refus (Refus SIE + Refus client)
 }
 
 export enum CardState {
   TODO = 1,
   IN_PROGRESS = 2,
   DONE = 3,
-  NOT_DONE = 4,
-  WAITING_CLIENT = 5,
+  // ETAT "Calculer" pour le front mais pas en base
+  // - Non Fait => si date passé et tjs dans l'état A faire ou En cours
+  // - Non Terminée => Sélectionable si l'état est en cours et qu'on arrive à la fin de journée pour reportée. Et passe donc en A faire un jour suivant
+  // - Reportée => Toutes les cards avec au moins 2 history et dans l'était Todo ou In progress
+  // - Non Plannifiable => Toutes les cards A faire non plannifiée
 }
 
 export enum CardGroupEnum {
   BALANCE_SHEET_GROUP = 1,
   VAT_GROUP = 2,
+  // REINFORCED_CHECKLIST_GROUP = 3,
   ACCEPTATION_GROUP = 4,
-  CARRY_FORWARD = 5, // A nouveaux
-  BANK = 6,
-  ANNOTATION = 7,
-  CLR = 8,
-  CUT_OFF = 9,
 }
 
-export interface CardGroupType {
-  id: CardGroupEnum;
-  label: string;
-  types: CardType[];
-  roles: Role[];
-  maxByDay?: number;
-  teamType: TeamType;
-}
-
-export const CardGroup: readonly CardGroupType[] = [
+export const CardGroup = [
   {
     id: CardGroupEnum.BALANCE_SHEET_GROUP,
     label: 'Bilans',
     types: [
-      CardType.BALANCE_SHEET_PREPARATION,
-      CardType.BALANCE_SHEET_SEND_SIE,
-      CardType.BALANCE_SHEET_REFUSED,
-    ],
-    roles: [Role.ACCOUNTANT],
-    teamType: TeamType.BALANCESHEET,
+      CardType.BALANCE_SHEET,
+      CardType.BALANCE_SHEET_INTERMEDIATE,
+      CardType.BALANCE_SHEET_PREVISIONAL,
+      CardType.BALANCE_SHEET_LIQUIDATION,
+      CardType.BALANCE_SHEET_EXPRESS,
+    ] as CardType[],
+    roles: [Role.FRONT_OFFICE],
     maxByDay: 3,
   },
   {
     id: CardGroupEnum.VAT_GROUP,
     label: 'Déclarations',
-    types: [CardType.VAT, CardType.VAT_EXPRESS, CardType.VAT_REFUSED, CardType.ADVANCE_IS, CardType.ADVANCE_IS_REFUSED],
-    roles: [Role.ACCOUNTANT],
-    teamType: TeamType.VAT,
+    types: [CardType.VAT] as CardType[],
+    roles: [Role.FRONT_OFFICE],
     maxByDay: 6,
   },
+  // {
+  //   id: CardGroupEnum.REINFORCED_CHECKLIST_GROUP,
+  //   label: 'Checklist',
+  //   types: [CardType.REINFORCED_CHECKLIST],
+  //   roles: [Role.FRONT_OFFICE],
+  //   maxByDay: 6,
+  // },
   {
     id: CardGroupEnum.ACCEPTATION_GROUP,
     label: 'Contrôle solde bancaire & annotations',
-    types: [CardType.CHECK_BALANCE_ANNOTATION_NEW_CLIENT, CardType.CHECK_BALANCE_ANNOTATION],
+    types: [CardType.CHECK_BALANCE_ANNOTATION_NEW_CLIENT, CardType.CHECK_BALANCE_ANNOTATION] as CardType[],
     roles: [Role.DATA_OFFICER],
     maxByDay: 25,
-    teamType: TeamType.ACCEPTATION,
-  },
-  {
-    id: CardGroupEnum.CARRY_FORWARD,
-    label: 'A nouveaux',
-    types: [CardType.SETUP_AND_INTEGRATION_N_MINUS_1],
-    roles: [Role.ACCOUNTANT],
-    maxByDay: 3,
-    teamType: TeamType.CARRY_FORWARD,
-  },
-  {
-    id: CardGroupEnum.BANK,
-    label: 'Banque',
-    types: [CardType.SETUP_BANK_ACCOUNT, CardType.UPDATE_BANK_BALANCE],
-    roles: [Role.ACCOUNTANT],
-    maxByDay: 3,
-    teamType: TeamType.BANK,
-  },
-  {
-    id: CardGroupEnum.ANNOTATION,
-    label: 'Annotations',
-    types: [CardType.UPDATE_ANNOTATIONS, CardType.CONTROL_REVISION_SURVEY],
-    roles: [Role.ACCOUNTANT],
-    maxByDay: 3,
-    teamType: TeamType.ANNOTATION,
-  },
-  {
-    id: CardGroupEnum.CLR,
-    label: 'CLR',
-    types: [CardType.CLR, CardType.CLR_EXCEPTIONAL_MISSION],
-    roles: [Role.ACCOUNTANT],
-    maxByDay: 3,
-    teamType: TeamType.CLR,
-  },
-  {
-    id: CardGroupEnum.CUT_OFF,
-    label: 'Cut Off',
-    types: [CardType.CUT_OFF],
-    roles: [Role.ACCOUNTANT],
-    maxByDay: 3,
-    teamType: TeamType.CUT_OFF,
   },
 ] as const;
 
@@ -158,54 +98,17 @@ export const CardTypeLabel = [
     refLabel: 'BE',
     groupId: CardGroupEnum.BALANCE_SHEET_GROUP,
   },
-  {
-    id: CardType.BALANCE_SHEET_PREPARATION,
-    label: 'Préparation et Formalisation du Bilan',
-    refLabel: 'PFB',
-    groupId: CardGroupEnum.BALANCE_SHEET_GROUP,
-  },
-  {
-    id: CardType.BALANCE_SHEET_SEND_SIE,
-    label: 'Envoi du bilan SIE',
-    refLabel: 'EBS',
-    groupId: CardGroupEnum.BALANCE_SHEET_GROUP,
-  },
-  {
-    id: CardType.BALANCE_SHEET_REFUSED,
-    label: 'Bilan Refus SIE',
-    refLabel: 'BRS',
-    groupId: CardGroupEnum.BALANCE_SHEET_GROUP,
-  },
   {
     id: CardType.VAT,
     label: 'TVA',
     refLabel: 'TVA',
     groupId: CardGroupEnum.VAT_GROUP,
   },
-  {
-    id: CardType.VAT_EXPRESS,
-    label: 'TVA EXPRESS',
-    refLabel: 'TVAE',
-    groupId: CardGroupEnum.VAT_GROUP,
-  },
-  {
-    id: CardType.VAT_REFUSED,
-    label: 'TVA Refus SIE',
-    refLabel: 'TVARS',
-    groupId: CardGroupEnum.VAT_GROUP,
-  },
-  {
-    id: CardType.ADVANCE_IS,
-    label: 'Acompte IS',
-    refLabel: 'AIS',
-    groupId: CardGroupEnum.VAT_GROUP,
-  },
-  {
-    id: CardType.ADVANCE_IS_REFUSED,
-    label: 'Acompte Refus SIE',
-    refLabel: 'ARS',
-    groupId: CardGroupEnum.VAT_GROUP,
-  },
+  // {
+  //   id: CardType.REINFORCED_CHECKLIST,
+  //   label: 'Checklist',
+  //   groupId: CardGroupEnum.REINFORCED_CHECKLIST_GROUP,
+  // },
   {
     id: CardType.CHECK_BALANCE_ANNOTATION_NEW_CLIENT,
     label: 'Contrôle solde bancaire & mise en place annotation nouveau client',
@@ -218,54 +121,6 @@ export const CardTypeLabel = [
     refLabel: 'LABC',
     groupId: CardGroupEnum.ACCEPTATION_GROUP,
   },
-  {
-    id: CardType.SETUP_BANK_ACCOUNT,
-    label: 'Mise en place banque',
-    refLabel: 'MPB',
-    groupId: CardGroupEnum.BANK,
-  },
-  {
-    id: CardType.UPDATE_BANK_BALANCE,
-    label: 'MAJ du solde bancaire',
-    refLabel: 'MSB',
-    groupId: CardGroupEnum.BANK,
-  },
-  {
-    id: CardType.UPDATE_ANNOTATIONS,
-    label: 'MAJ Annotations',
-    refLabel: 'MA',
-    groupId: CardGroupEnum.ANNOTATION,
-  },
-  {
-    id: CardType.CONTROL_REVISION_SURVEY,
-    label: 'Contrôle/Revision/Sondage',
-    refLabel: 'CRS',
-    groupId: CardGroupEnum.ANNOTATION,
-  },
-  {
-    id: CardType.SETUP_AND_INTEGRATION_N_MINUS_1,
-    label: 'Paramétrage & Intégration N-1',
-    refLabel: 'PIN1',
-    groupId: CardGroupEnum.CARRY_FORWARD,
-  },
-  {
-    id: CardType.CLR,
-    label: 'CLR',
-    refLabel: 'CLR',
-    groupId: CardGroupEnum.CLR,
-  },
-  {
-    id: CardType.CLR_EXCEPTIONAL_MISSION,
-    label: 'CLR mission exceptionnelle (V2)',
-    refLabel: 'CLRM',
-    groupId: CardGroupEnum.CLR,
-  },
-  {
-    id: CardType.CUT_OFF,
-    label: 'Cut Off',
-    refLabel: 'CO',
-    groupId: CardGroupEnum.CUT_OFF,
-  },
 ] as const;
 
 export interface UserCardsStats {

package/ts/types/Enum/Feature.ts

@@ -0,0 +1,68 @@
+export enum Feature {
+  // Tableau de bord
+  DASHBOARD = 'dashboard',
+  // Relevés bancaires / Espèces
+  BANK = 'bank',
+  // Liens de paiement
+  PAYMENT_LINK = 'payment_link',
+  // Recouvrement
+  PAYMENT_RECOVERY = 'payment_recovery',
+  // Juridique
+  JURIDIC = 'juridic',
+
+  /** ACHATS */
+  // Factures d'achat / Notes de frais / Fournisseurs
+  PURCHASE = 'purchase_invoice',
+  // Grand-Livre d'achat
+  PURCHASE_GENERAL_LEDGER = 'purchase_general_ledger',
+
+  /** Facturation */
+  // Factures, devis, brouillons, articles, clients, ticketsZ
+  SALE = 'sale',
+  // Grand-Livre de vente
+  SALE_GENERAL_LEDGER = 'sale_general_ledger',
+
+  /** Comptabilité */
+  // TVA
+  VAT = 'vat',
+  // DAS2
+  DAS2 = 'das2',
+  // Documents annexes
+  OTHER_REGISTRATION_DOCUMENTS = 'other_registration_documents',
+  // Bilan comptable - comptalib - ORI
+  BALANCESHEET_ACCOUNTANT = 'balancesheet_accountant',
+  // Bilan (version client - certifié par un Expert-Comptable)
+  BALANCESHEET_CUSTOMER = 'balancesheet_customer',
+  // Bilan (freemium)
+  BALANCESHEET_FREEMIUM = 'balancesheet_freemium',
+
+  /** Salariés */
+  // Salariés Freemium
+  SOCIAL_FREEMIUM = 'social_freemium',
+  // Salariés / Elements de paie
+  SOCIAL = 'social',
+
+  // Bibliothèque
+  LIBRARY = 'library',
+  // Expert-Comptable
+  EXPERT_ACCOUNTANT = 'expert_accountant',
+
+  // Chat Crisp
+  CHAT = 'chat',
+
+  /** Configuration */
+  SETTING = 'setting',
+  SETTING_INFORMATION = 'information',
+  SETTING_BANK = 'setting_bank',
+  SETTING_ANNOTATION = 'setting_annotation',
+  SETTING_PURCHASE = 'setting_purchase',
+  SETTING_SALE = 'setting_sale',
+  SETTING_CONNECTOR = 'setting_connector',
+  SETTING_ACCOUNTANCY_ACCOUNT = 'setting_accountancy_account',
+  SETTING_SUBSCRIPTION = 'setting_subscription',
+  SETTING_ACCESS = 'setting_access',
+  CUSTOMISATION = 'customisation',
+
+  LOG_TO_MOBILE_APP = 'log_to_mobile_app',
+  SALE_RECURRENCE = 'sale_recurrence',
+}

package/ts/types/Enum/PartneredAccountantServiceType.ts

@@ -0,0 +1,51 @@
+import { PartneredAccountantServiceTypeId } from './PartneredAccountantServiceTypeId';
+
+export type PartneredAccountantServiceTypeTypeContent = {
+  id: number;
+  name: string;
+  imageSVG: string;
+  imagePNG: string;
+};
+
+export type PartneredAccountantServiceTypeType = {
+  [key: string]: PartneredAccountantServiceTypeTypeContent;
+};
+
+export const PartneredAccountantServiceType: PartneredAccountantServiceTypeType = {
+  CERTIFICATION: {
+    id: PartneredAccountantServiceTypeId.CERTIFICATION,
+    name: 'Certification du bilan',
+    imageSVG: 'certificationDuBilan.svg',
+    imagePNG: 'Icon_3.png',
+  },
+  FOLLOW_UP: {
+    id: PartneredAccountantServiceTypeId.FOLLOW_UP,
+    name: 'Suivi comptable',
+    imageSVG: 'suiviMensuel.svg',
+    imagePNG: 'Icon_1.png',
+  },
+  FORECAST: {
+    id: PartneredAccountantServiceTypeId.FORECAST,
+    name: 'Bilan prévisionnel',
+    imageSVG: 'bilanPrevisionnel.svg',
+    imagePNG: 'Icon_2.png',
+  },
+  CREATION_DISSOLUTION: {
+    id: PartneredAccountantServiceTypeId.CREATION_DISSOLUTION,
+    name: 'Constitution/ dissolution',
+    imageSVG: 'dissolution.svg',
+    imagePNG: 'Icon_8.png',
+  },
+  LIQUIDATION: {
+    id: PartneredAccountantServiceTypeId.LIQUIDATION,
+    name: 'Bilan de liquidation',
+    imageSVG: 'bilanLiquidation.svg',
+    imagePNG: 'Icon_7.png',
+  },
+  OTHER: {
+    id: PartneredAccountantServiceTypeId.OTHER,
+    name: 'Conseils et autres',
+    imageSVG: 'prestationGenerique.svg',
+    imagePNG: 'Icon_9.png',
+  },
+};

package/ts/types/Enum/PartneredAccountantServiceTypeId.ts

@@ -0,0 +1,8 @@
+export enum PartneredAccountantServiceTypeId {
+  CERTIFICATION = 1,
+  FOLLOW_UP = 2,
+  FORECAST = 3,
+  CREATION_DISSOLUTION = 4,
+  LIQUIDATION = 5,
+  OTHER = 6,
+}

package/ts/types/Enum/PrestationType.ts

@@ -179,6 +179,14 @@ export enum PrestationType {
   ENVOIE_LRAR = 222,
   FORECAST_BALANCE_SHEET_AT_0 = 226,
   CONSULTING_HOUR = 227,
+  BILLING = 228,
+  STEERING = 229,
+  VAT = 230,
+  BALANCESHEET = 231,
+  EXPERTISE = 232,
+  SUPPORT = 233,
+  PREMIUM = 234,
+  CUSTOM_MADE = 235,
 }
 
 // Liste des prestations avec une lettre de mission à signer
@@ -208,6 +216,32 @@ export const allPrestationsWithBrochure = [
   PrestationType.DECLARATION_IR,
 ];
 
+export const allPrestations2025WithBrochure = [
+  PrestationType.EXPERTISE,
+  PrestationType.SUPPORT,
+  PrestationType.PREMIUM,
+  PrestationType.CUSTOM_MADE,
+];
+
+export const ClementineSubscriptionAccountancyExpertPrestations: PrestationType[] = [
+  PrestationType.EXPERTISE,
+  PrestationType.SUPPORT,
+  PrestationType.PREMIUM,
+  PrestationType.CUSTOM_MADE,
+];
+
+export const ClementineSubscriptionAccountancySoftwarePrestations: PrestationType[] = [
+  PrestationType.BILLING,
+  PrestationType.STEERING,
+  PrestationType.VAT,
+  PrestationType.BALANCESHEET,
+];
+
+export const ClementineSubscriptionAccountancyPrestations: PrestationType[] = [
+  ...ClementineSubscriptionAccountancyExpertPrestations,
+  ...ClementineSubscriptionAccountancySoftwarePrestations,
+];
+
 export interface PrestationDetailEnum {
   [key: string]: IPrestationList;
 }
@@ -3599,4 +3633,156 @@ export const PrestationDetail: PrestationDetailEnum = {
     signaturePage: null,
     point: 0,
   },
+  BILLING: {
+    id: PrestationType.BILLING,
+    name: 'Facturation',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: null,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  STEERING: {
+    id: PrestationType.STEERING,
+    name: 'Pilotage',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: null,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  VAT: {
+    id: PrestationType.VAT,
+    name: 'TVA',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: null,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  BALANCESHEET: {
+    id: PrestationType.BALANCESHEET,
+    name: 'Bilan',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: null,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  EXPERTISE: {
+    id: PrestationType.EXPERTISE,
+    name: 'Expertise',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: 89,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  SUPPORT: {
+    id: PrestationType.SUPPORT,
+    name: 'Accompagnement',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: 139,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  PREMIUM: {
+    id: PrestationType.PREMIUM,
+    name: 'Premium',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: 199,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
+  CUSTOM_MADE: {
+    id: PrestationType.CUSTOM_MADE,
+    name: 'Sur-mesure',
+    isComptable: true,
+    isJuridique: false,
+    isSocial: false,
+    isAttestation: false,
+    inAverageCart: true,
+    isBack: false,
+    minimumPrice: null,
+    price: null,
+    isCatalog: false,
+    isPlannable: false,
+    hidden: false,
+    isComplementary: false,
+    signaturePosition: '400,54,569,90',
+    signaturePage: 7, //???
+    point: 200, //???
+  },
 };