@things-factory/asset 0.0.0-stage → 10.1.229

package/dist-server/service/investment/investment-rules.d.ts

@@ -0,0 +1,81 @@
+export declare enum HoldingReason {
+    FOUNDING = "FOUNDING",
+    SUBSCRIPTION = "SUBSCRIPTION",
+    DILUTION = "DILUTION",
+    PURCHASE = "PURCHASE",
+    SALE = "SALE",
+    BONUS_ISSUE = "BONUS_ISSUE",
+    OTHER = "OTHER"
+}
+export declare enum Contribution {
+    CASH = "CASH",
+    IN_KIND = "IN_KIND",
+    TECHNOLOGY = "TECHNOLOGY",
+    NONE = "NONE"
+}
+export declare enum InvestmentReportKind {
+    AUDITED = "AUDITED",
+    INTERIM = "INTERIM",
+    MANAGEMENT = "MANAGEMENT"
+}
+export declare enum InvestmentRequestKind {
+    WRITTEN_RESOLUTION = "WRITTEN_RESOLUTION",
+    RECEIPT_ACKNOWLEDGEMENT = "RECEIPT_ACKNOWLEDGEMENT",
+    MEETING_NOTICE = "MEETING_NOTICE",
+    OTHER = "OTHER"
+}
+/** Days ahead a request's or a filing's due day is shown before it passes (decision 11). */
+export declare const REQUEST_NOTICE_DAYS = 7;
+export declare const FILING_NOTICE_DAYS = 30;
+export type Holding = {
+    recordDate: string;
+    ourShares: number;
+    totalShares: number;
+};
+/** Our part of the company: our shares over all its shares. */
+export declare const ratioOf: (holding: Pick<Holding, "ourShares" | "totalShares">) => number;
+/** The holding as it stood on a day - the last record on or before it. */
+export declare function holdingAt<T extends Holding>(holdings: T[], day: string): T | undefined;
+/** Our part of a report's equity - its equity times our part at its end; null when either is unknown. */
+export declare function ourShareOf(report: {
+    periodTo: string;
+    totalEquity?: number | null;
+}, holdings: Holding[]): number | null;
+/** Add days to a day. */
+export declare function addDays(day: string, days: number): string;
+/**
+ * The last fiscal year whose report is due by now: its end, and the day its report was due - the end of the month the
+ * reporting months after it. Null when the investee has no year end or reporting months written, or that year ended
+ * before we held its shares (`since`).
+ */
+export declare function lastDueYear(investee: {
+    fiscalYearEndMonth?: number | null;
+    reportDueMonths?: number | null;
+}, today: string, since?: string | null): {
+    periodTo: string;
+    dueOn: string;
+} | null;
+/**
+ * The report that is late (decision 8): the last fiscal year whose report is due, when no report ending that day has been
+ * received. Nothing is made ahead for it - it is computed.
+ */
+export declare function lateReport(investee: {
+    fiscalYearEndMonth?: number | null;
+    reportDueMonths?: number | null;
+}, reports: {
+    periodTo: string;
+    receivedOn?: string | null;
+}[], holdings: Holding[], today: string): {
+    periodTo: string;
+    dueOn: string;
+} | null;
+/** A request not yet answered whose due day has passed or comes within the notice days. */
+export declare const requestDue: (request: {
+    dueOn?: string | null;
+    sentOn?: string | null;
+}, today: string) => boolean;
+/** A filing not yet made whose due day has passed or comes within the notice days. */
+export declare const filingDue: (filing: {
+    dueOn?: string | null;
+    filedOn?: string | null;
+}, today: string) => boolean;

package/dist-server/service/investment/investment-rules.js

@@ -0,0 +1,121 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.filingDue = exports.requestDue = exports.ratioOf = exports.FILING_NOTICE_DAYS = exports.REQUEST_NOTICE_DAYS = exports.InvestmentRequestKind = exports.InvestmentReportKind = exports.Contribution = exports.HoldingReason = void 0;
+exports.holdingAt = holdingAt;
+exports.ourShareOf = ourShareOf;
+exports.addDays = addDays;
+exports.lastDueYear = lastDueYear;
+exports.lateReport = lateReport;
+const type_graphql_1 = require("type-graphql");
+/*
+ * The rules of the shares the domain holds in other companies (ADR-0175 decisions 6-10) - apart from the entities, so
+ * the screens' words and the tests read them without a type-graphql class. Pure; days are `YYYY-MM-DD`.
+ */
+var HoldingReason;
+(function (HoldingReason) {
+    HoldingReason["FOUNDING"] = "FOUNDING";
+    HoldingReason["SUBSCRIPTION"] = "SUBSCRIPTION";
+    HoldingReason["DILUTION"] = "DILUTION";
+    HoldingReason["PURCHASE"] = "PURCHASE";
+    HoldingReason["SALE"] = "SALE";
+    HoldingReason["BONUS_ISSUE"] = "BONUS_ISSUE";
+    HoldingReason["OTHER"] = "OTHER";
+})(HoldingReason || (exports.HoldingReason = HoldingReason = {}));
+(0, type_graphql_1.registerEnumType)(HoldingReason, {
+    name: 'HoldingReason',
+    description: 'Why the holding changed - shares taken at founding, a subscription to new shares, dilution by shares issued to others, a purchase, a sale, a bonus issue, or other'
+});
+var Contribution;
+(function (Contribution) {
+    Contribution["CASH"] = "CASH";
+    Contribution["IN_KIND"] = "IN_KIND";
+    Contribution["TECHNOLOGY"] = "TECHNOLOGY";
+    Contribution["NONE"] = "NONE";
+})(Contribution || (exports.Contribution = Contribution = {}));
+(0, type_graphql_1.registerEnumType)(Contribution, { name: 'Contribution', description: 'What was given for the shares - cash, property in kind, technology, or nothing' });
+var InvestmentReportKind;
+(function (InvestmentReportKind) {
+    InvestmentReportKind["AUDITED"] = "AUDITED";
+    InvestmentReportKind["INTERIM"] = "INTERIM";
+    InvestmentReportKind["MANAGEMENT"] = "MANAGEMENT";
+})(InvestmentReportKind || (exports.InvestmentReportKind = InvestmentReportKind = {}));
+(0, type_graphql_1.registerEnumType)(InvestmentReportKind, { name: 'InvestmentReportKind', description: 'An audited financial statement, an interim report or a management report' });
+var InvestmentRequestKind;
+(function (InvestmentRequestKind) {
+    InvestmentRequestKind["WRITTEN_RESOLUTION"] = "WRITTEN_RESOLUTION";
+    InvestmentRequestKind["RECEIPT_ACKNOWLEDGEMENT"] = "RECEIPT_ACKNOWLEDGEMENT";
+    InvestmentRequestKind["MEETING_NOTICE"] = "MEETING_NOTICE";
+    InvestmentRequestKind["OTHER"] = "OTHER";
+})(InvestmentRequestKind || (exports.InvestmentRequestKind = InvestmentRequestKind = {}));
+(0, type_graphql_1.registerEnumType)(InvestmentRequestKind, {
+    name: 'InvestmentRequestKind',
+    description: "What the investee asks of its shareholders - a written resolution, an acknowledgement of receipt, a meeting's notice, or other"
+});
+/** Days ahead a request's or a filing's due day is shown before it passes (decision 11). */
+exports.REQUEST_NOTICE_DAYS = 7;
+exports.FILING_NOTICE_DAYS = 30;
+/** Our part of the company: our shares over all its shares. */
+const ratioOf = (holding) => (Number(holding.totalShares) > 0 ? Number(holding.ourShares) / Number(holding.totalShares) : 0);
+exports.ratioOf = ratioOf;
+/** The holding as it stood on a day - the last record on or before it. */
+function holdingAt(holdings, day) {
+    return [...holdings].filter(one => one.recordDate <= day).sort((a, b) => a.recordDate.localeCompare(b.recordDate)).pop();
+}
+/** Our part of a report's equity - its equity times our part at its end; null when either is unknown. */
+function ourShareOf(report, holdings) {
+    const holding = holdingAt(holdings, report.periodTo);
+    if (!holding || report.totalEquity === null || report.totalEquity === undefined)
+        return null;
+    return Math.round(Number(report.totalEquity) * (0, exports.ratioOf)(holding));
+}
+const pad = (n) => String(n).padStart(2, '0');
+/** The last day of a month, month counted from 1 and allowed past 12. */
+function monthEnd(year, month) {
+    const date = new Date(Date.UTC(year, month, 0));
+    return `${date.getUTCFullYear()}-${pad(date.getUTCMonth() + 1)}-${pad(date.getUTCDate())}`;
+}
+/** Add days to a day. */
+function addDays(day, days) {
+    const date = new Date(`${day}T00:00:00Z`);
+    date.setUTCDate(date.getUTCDate() + days);
+    return date.toISOString().slice(0, 10);
+}
+/**
+ * The last fiscal year whose report is due by now: its end, and the day its report was due - the end of the month the
+ * reporting months after it. Null when the investee has no year end or reporting months written, or that year ended
+ * before we held its shares (`since`).
+ */
+function lastDueYear(investee, today, since) {
+    const month = Number(investee.fiscalYearEndMonth);
+    const months = Number(investee.reportDueMonths);
+    if (!(month >= 1 && month <= 12) || !(months >= 0) || investee.reportDueMonths === null || investee.reportDueMonths === undefined)
+        return null;
+    const year = Number(today.slice(0, 4));
+    for (let y = year; y > year - 50; y--) {
+        const periodTo = monthEnd(y, month);
+        const dueOn = monthEnd(y, month + months);
+        if (dueOn < today)
+            return since && periodTo < since ? null : { periodTo, dueOn };
+    }
+    return null;
+}
+/**
+ * The report that is late (decision 8): the last fiscal year whose report is due, when no report ending that day has been
+ * received. Nothing is made ahead for it - it is computed.
+ */
+function lateReport(investee, reports, holdings, today) {
+    const since = [...holdings].map(one => one.recordDate).sort()[0];
+    if (!since)
+        return null;
+    const due = lastDueYear(investee, today, since);
+    if (!due)
+        return null;
+    return reports.some(one => one.periodTo === due.periodTo && !!one.receivedOn) ? null : due;
+}
+/** A request not yet answered whose due day has passed or comes within the notice days. */
+const requestDue = (request, today) => !request.sentOn && !!request.dueOn && request.dueOn <= addDays(today, exports.REQUEST_NOTICE_DAYS);
+exports.requestDue = requestDue;
+/** A filing not yet made whose due day has passed or comes within the notice days. */
+const filingDue = (filing, today) => !filing.filedOn && !!filing.dueOn && filing.dueOn <= addDays(today, exports.FILING_NOTICE_DAYS);
+exports.filingDue = filingDue;
+//# sourceMappingURL=investment-rules.js.map

package/dist-server/service/investment/investment-rules.js.map

@@ -0,0 +1 @@
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Pure; days are `YYYY-MM-DD`.\n */\n\nexport enum HoldingReason {\n  FOUNDING = 'FOUNDING',\n  SUBSCRIPTION = 'SUBSCRIPTION',\n  DILUTION = 'DILUTION',\n  PURCHASE = 'PURCHASE',\n  SALE = 'SALE',\n  BONUS_ISSUE = 'BONUS_ISSUE',\n  OTHER = 'OTHER'\n}\nregisterEnumType(HoldingReason, {\n  name: 'HoldingReason',\n  description: 'Why the holding changed - shares taken at founding, a subscription to new shares, dilution by shares issued to others, a purchase, a sale, a bonus issue, or other'\n})\n\nexport enum Contribution {\n  CASH = 'CASH',\n  IN_KIND = 'IN_KIND',\n  TECHNOLOGY = 'TECHNOLOGY',\n  NONE = 'NONE'\n}\nregisterEnumType(Contribution, { name: 'Contribution', description: 'What was given for the shares - cash, property in kind, technology, or nothing' })\n\nexport enum InvestmentReportKind {\n  AUDITED = 'AUDITED',\n  INTERIM = 'INTERIM',\n  MANAGEMENT = 'MANAGEMENT'\n}\nregisterEnumType(InvestmentReportKind, { name: 'InvestmentReportKind', description: 'An audited financial statement, an interim report or a management report' })\n\nexport enum InvestmentRequestKind {\n  WRITTEN_RESOLUTION = 'WRITTEN_RESOLUTION',\n  RECEIPT_ACKNOWLEDGEMENT = 'RECEIPT_ACKNOWLEDGEMENT',\n  MEETING_NOTICE = 'MEETING_NOTICE',\n  OTHER = 'OTHER'\n}\nregisterEnumType(InvestmentRequestKind, {\n  name: 'InvestmentRequestKind',\n  description: \"What the investee asks of its shareholders - a written resolution, an acknowledgement of receipt, a meeting's notice, or other\"\n})\n\n/** Days ahead a request's or a filing's due day is shown before it passes (decision 11). */\nexport const REQUEST_NOTICE_DAYS = 7\nexport const FILING_NOTICE_DAYS = 30\n\nexport type Holding = { recordDate: string; ourShares: number; totalShares: number }\n\n/** Our part of the company: our shares over all its shares. */\nexport const ratioOf = (holding: Pick<Holding, 'ourShares' | 'totalShares'>) => (Number(holding.totalShares) > 0 ? Number(holding.ourShares) / Number(holding.totalShares) : 0)\n\n/** The holding as it stood on a day - the last record on or before it. */\nexport function holdingAt<T extends Holding>(holdings: T[], day: string): T | undefined {\n  return [...holdings].filter(one => one.recordDate <= day).sort((a, b) => a.recordDate.localeCompare(b.recordDate)).pop()\n}\n\n/** Our part of a report's equity - its equity times our part at its end; null when either is unknown. */\nexport function ourShareOf(report: { periodTo: string; totalEquity?: number | null }, holdings: Holding[]): number | null {\n  const holding = holdingAt(holdings, report.periodTo)\n  if (!holding || report.totalEquity === null || report.totalEquity === undefined) return null\n  return Math.round(Number(report.totalEquity) * ratioOf(holding))\n}\n\nconst pad = (n: number) => String(n).padStart(2, '0')\n/** The last day of a month, month counted from 1 and allowed past 12. */\nfunction monthEnd(year: number, month: number): string {\n  const date = new Date(Date.UTC(year, month, 0))\n  return `${date.getUTCFullYear()}-${pad(date.getUTCMonth() + 1)}-${pad(date.getUTCDate())}`\n}\n\n/** Add days to a day. */\nexport function addDays(day: string, days: number): string {\n  const date = new Date(`${day}T00:00:00Z`)\n  date.setUTCDate(date.getUTCDate() + days)\n  return date.toISOString().slice(0, 10)\n}\n\n/**\n * The last fiscal year whose report is due by now: its end, and the day its report was due - the end of the month the\n * reporting months after it. Null when the investee has no year end or reporting months written, or that year ended\n * before we held its shares (`since`).\n */\nexport function lastDueYear(investee: { fiscalYearEndMonth?: number | null; reportDueMonths?: number | null }, today: string, since?: string | null): { periodTo: string; dueOn: string } | null {\n  const month = Number(investee.fiscalYearEndMonth)\n  const months = Number(investee.reportDueMonths)\n  if (!(month >= 1 && month <= 12) || !(months >= 0) || investee.reportDueMonths === null || investee.reportDueMonths === undefined) return null\n  const year = Number(today.slice(0, 4))\n  for (let y = year; y > year - 50; y--) {\n    const periodTo = monthEnd(y, month)\n    const dueOn = monthEnd(y, month + months)\n    if (dueOn < today) return since && periodTo < since ? null : { periodTo, dueOn }\n  }\n  return null\n}\n\n/**\n * The report that is late (decision 8): the last fiscal year whose report is due, when no report ending that day has been\n * received. Nothing is made ahead for it - it is computed.\n */\nexport function lateReport(\n  investee: { fiscalYearEndMonth?: number | null; reportDueMonths?: number | null },\n  reports: { periodTo: string; receivedOn?: string | null }[],\n  holdings: Holding[],\n  today: string\n): { periodTo: string; dueOn: string } | null {\n  const since = [...holdings].map(one => one.recordDate).sort()[0]\n  if (!since) return null\n  const due = lastDueYear(investee, today, since)\n  if (!due) return null\n  return reports.some(one => one.periodTo === due.periodTo && !!one.receivedOn) ? null : due\n}\n\n/** A request not yet answered whose due day has passed or comes within the notice days. */\nexport const requestDue = (request: { dueOn?: string | null; sentOn?: string | null }, today: string) =>\n  !request.sentOn && !!request.dueOn && request.dueOn <= addDays(today, REQUEST_NOTICE_DAYS)\n\n/** A filing not yet made whose due day has passed or comes within the notice days. */\nexport const filingDue = (filing: { dueOn?: string | null; filedOn?: string | null }, today: string) =>\n  !filing.filedOn && !!filing.dueOn && filing.dueOn <= addDays(today, FILING_NOTICE_DAYS)\n"]}

package/dist-server/service/investment/investment-service.d.ts

@@ -0,0 +1,34 @@
+import { Domain } from '@things-factory/shell';
+import { EntityManager } from 'typeorm';
+import { Patch } from '../patches';
+import { Investee } from './investee';
+import { InvestmentBoardSeat } from './investment-board-seat';
+import { InvestmentFiling } from './investment-filing';
+import { InvestmentHolding } from './investment-holding';
+import { InvestmentReport } from './investment-report';
+import { InvestmentRequest } from './investment-request';
+export declare function saveInvestees(tx: EntityManager, domain: Domain, user: any, patches: Patch[]): Promise<Investee[]>;
+/** The investees with where the holding stands now. */
+export declare function withHoldings(tx: EntityManager, domain: Domain, investees: Investee[], today: string): Promise<Investee[]>;
+export declare function saveHoldings(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]): Promise<InvestmentHolding[]>;
+export declare function saveBoardSeats(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]): Promise<InvestmentBoardSeat[]>;
+export declare function saveReports(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]): Promise<InvestmentReport[]>;
+export declare function saveRequests(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]): Promise<InvestmentRequest[]>;
+export declare function saveFilings(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]): Promise<InvestmentFiling[]>;
+export declare const holdingsOf: (tx: EntityManager, domain: Domain, investeeId: string) => Promise<InvestmentHolding[]>;
+export declare const boardSeatsOf: (tx: EntityManager, domain: Domain, investeeId: string) => Promise<InvestmentBoardSeat[]>;
+/** The reports with our part of each one's equity and how many documents each has. */
+export declare function reportsOf(tx: EntityManager, domain: Domain, investeeId: string): Promise<InvestmentReport[]>;
+export declare function requestsOf(tx: EntityManager, domain: Domain, investeeId: string): Promise<InvestmentRequest[]>;
+export declare function filingsOf(tx: EntityManager, domain: Domain, investeeId: string): Promise<InvestmentFiling[]>;
+/** Each investee's report that is late, computed from its year end and reporting months. */
+export declare function lateInvestmentReports(tx: EntityManager, domain: Domain, today: string): Promise<{
+    periodTo: string;
+    dueOn: string;
+    investeeId: string;
+    investeeName: string;
+}[]>;
+/** Requests not answered whose due day has passed or is near. */
+export declare function dueInvestmentRequests(tx: EntityManager, domain: Domain, today: string): Promise<InvestmentRequest[]>;
+/** Filings not made whose due day has passed or is near. */
+export declare function dueInvestmentFilings(tx: EntityManager, domain: Domain, today: string): Promise<InvestmentFiling[]>;

package/dist-server/service/investment/investment-service.js

@@ -0,0 +1,280 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.boardSeatsOf = exports.holdingsOf = void 0;
+exports.saveInvestees = saveInvestees;
+exports.withHoldings = withHoldings;
+exports.saveHoldings = saveHoldings;
+exports.saveBoardSeats = saveBoardSeats;
+exports.saveReports = saveReports;
+exports.saveRequests = saveRequests;
+exports.saveFilings = saveFilings;
+exports.reportsOf = reportsOf;
+exports.requestsOf = requestsOf;
+exports.filingsOf = filingsOf;
+exports.lateInvestmentReports = lateInvestmentReports;
+exports.dueInvestmentRequests = dueInvestmentRequests;
+exports.dueInvestmentFilings = dueInvestmentFilings;
+const biz_base_1 = require("@things-factory/biz-base");
+const shell_1 = require("@things-factory/shell");
+const typeorm_1 = require("typeorm");
+const asset_document_service_1 = require("../asset-document/asset-document-service");
+const patches_1 = require("../patches");
+const investee_1 = require("./investee");
+const investment_board_seat_1 = require("./investment-board-seat");
+const investment_filing_1 = require("./investment-filing");
+const investment_holding_1 = require("./investment-holding");
+const investment_report_1 = require("./investment-report");
+const investment_request_1 = require("./investment-request");
+const investment_rules_1 = require("./investment-rules");
+const currencyOf = (value, fallback) => {
+    const text = String(value ?? '').trim().toUpperCase();
+    if (!text)
+        return fallback;
+    if (!/^[A-Z]{3}$/.test(text))
+        throw new shell_1.Refusal('investment-currency-invalid', { value: text }, `'${text}' is not a currency code (KRW, USD, MYR)`);
+    return text;
+};
+/* ----------------------------------------------------------------------------------------------------------------- */
+/* Investees (decision 6) */
+function saveInvestees(tx, domain, user, patches) {
+    return (0, patches_1.applyPatches)(tx, investee_1.Investee, domain, user, patches, async (patch, old) => {
+        const row = {};
+        const name = (0, patches_1.touched)(patch, 'name', old) ? (0, patches_1.textOf)(patch.name) : old.name;
+        if (!name)
+            throw new shell_1.Refusal('investee-name-required', {}, 'Name the company');
+        row.name = name;
+        for (const field of ['registrationNo', 'representative', 'description'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.textOf)(patch[field]);
+        if ((0, patches_1.touched)(patch, 'country', old))
+            row.country = (0, patches_1.textOf)(patch.country)?.toUpperCase() ?? null;
+        if ((0, patches_1.touched)(patch, 'currency', old))
+            row.currency = currencyOf(patch.currency, 'KRW');
+        if ((0, patches_1.touched)(patch, 'fiscalYearEndMonth', old)) {
+            const month = patch.fiscalYearEndMonth === null || patch.fiscalYearEndMonth === undefined || patch.fiscalYearEndMonth === '' ? null : Number(patch.fiscalYearEndMonth);
+            if (month !== null && !(Number.isInteger(month) && month >= 1 && month <= 12))
+                throw new shell_1.Refusal('investee-year-end-invalid', {}, 'The year ends in a month, 1 to 12');
+            row.fiscalYearEndMonth = month;
+        }
+        if ((0, patches_1.touched)(patch, 'reportDueMonths', old)) {
+            const months = patch.reportDueMonths === null || patch.reportDueMonths === undefined || patch.reportDueMonths === '' ? null : Number(patch.reportDueMonths);
+            if (months !== null && !(Number.isInteger(months) && months >= 0 && months <= 24))
+                throw new shell_1.Refusal('investee-report-months-invalid', {}, 'The report is due 0 to 24 months after the year ends');
+            row.reportDueMonths = months;
+        }
+        if ((0, patches_1.touched)(patch, 'active', old))
+            row.active = patch.active !== false;
+        if ((0, patches_1.touched)(patch, 'counterpartyId', old)) {
+            if (!patch.counterpartyId)
+                row.counterparty = null;
+            else {
+                const counterparty = await tx.getRepository(biz_base_1.Counterparty).findOne({ where: { domain: { id: domain.id }, id: patch.counterpartyId } });
+                if (!counterparty)
+                    throw new shell_1.Refusal('investee-counterparty-not-found', {}, 'The counterparty was not found');
+                row.counterparty = counterparty;
+            }
+        }
+        return row;
+    }, 'investee-not-found');
+}
+/** The investees with where the holding stands now. */
+async function withHoldings(tx, domain, investees, today) {
+    if (!investees.length)
+        return investees;
+    const holdings = await tx.getRepository(investment_holding_1.InvestmentHolding).find({ where: { domain: { id: domain.id }, investee: { id: (0, typeorm_1.In)(investees.map(one => one.id)) } }, relations: ['investee'] });
+    for (const investee of investees) {
+        const now = (0, investment_rules_1.holdingAt)(holdings.filter(one => one.investeeId === investee.id), today);
+        investee.ourShares = now?.ourShares;
+        investee.totalShares = now?.totalShares;
+        investee.ratio = now ? (0, investment_rules_1.ratioOf)(now) : undefined;
+    }
+    return investees;
+}
+async function investeeOf(tx, domain, investeeId) {
+    const investee = await tx.getRepository(investee_1.Investee).findOne({ where: { domain: { id: domain.id }, id: investeeId } });
+    if (!investee)
+        throw new shell_1.Refusal('investee-not-found', {}, 'The company was not found - reload and try again');
+    return investee;
+}
+/* ----------------------------------------------------------------------------------------------------------------- */
+/* An investee's rows (decisions 7-10) - each grid saves under its investee */
+async function saveHoldings(tx, domain, user, investeeId, patches) {
+    const investee = await investeeOf(tx, domain, investeeId);
+    return (0, patches_1.applyPatches)(tx, investment_holding_1.InvestmentHolding, domain, user, patches, (patch, old) => {
+        const row = { investee };
+        row.recordDate = (0, patches_1.touched)(patch, 'recordDate', old) ? (0, patches_1.dayOf)(patch.recordDate, 'investment-holding-day-invalid', true) : old.recordDate;
+        if ((0, patches_1.touched)(patch, 'ourShares', old))
+            row.ourShares = (0, patches_1.amountOf)(patch.ourShares, 'investment-shares-invalid') ?? 0;
+        if ((0, patches_1.touched)(patch, 'totalShares', old))
+            row.totalShares = (0, patches_1.amountOf)(patch.totalShares, 'investment-shares-invalid') ?? 0;
+        const ours = Number(row.ourShares ?? old.ourShares);
+        const total = Number(row.totalShares ?? old.totalShares);
+        if (!(total > 0))
+            throw new shell_1.Refusal('investment-total-shares-required', {}, "Give all the company's shares");
+        if (ours > total)
+            throw new shell_1.Refusal('investment-shares-above-total', {}, "Our shares are more than all the company's shares");
+        if ((0, patches_1.touched)(patch, 'reason', old))
+            row.reason = patch.reason ?? investment_rules_1.HoldingReason.OTHER;
+        if ((0, patches_1.touched)(patch, 'contribution', old))
+            row.contribution = patch.contribution ?? investment_rules_1.Contribution.NONE;
+        if ((0, patches_1.touched)(patch, 'amount', old))
+            row.amount = (0, patches_1.amountOf)(patch.amount, 'investment-amount-invalid');
+        if ((0, patches_1.touched)(patch, 'currency', old))
+            row.currency = currencyOf(patch.currency, null);
+        if ((0, patches_1.touched)(patch, 'description', old))
+            row.description = (0, patches_1.textOf)(patch.description);
+        return row;
+    }, 'investment-row-not-found', { investee: { id: investee.id } });
+}
+async function saveBoardSeats(tx, domain, user, investeeId, patches) {
+    const investee = await investeeOf(tx, domain, investeeId);
+    return (0, patches_1.applyPatches)(tx, investment_board_seat_1.InvestmentBoardSeat, domain, user, patches, (patch, old) => {
+        const row = { investee };
+        const director = (0, patches_1.touched)(patch, 'director', old) ? (0, patches_1.textOf)(patch.director) : old.director;
+        if (!director)
+            throw new shell_1.Refusal('investment-director-required', {}, 'Name who sits on the board');
+        row.director = director;
+        if ((0, patches_1.touched)(patch, 'appointedOn', old))
+            row.appointedOn = (0, patches_1.dayOf)(patch.appointedOn, 'investment-day-invalid');
+        if ((0, patches_1.touched)(patch, 'resignedOn', old))
+            row.resignedOn = (0, patches_1.dayOf)(patch.resignedOn, 'investment-day-invalid');
+        const from = row.appointedOn !== undefined ? row.appointedOn : old?.appointedOn;
+        const to = row.resignedOn !== undefined ? row.resignedOn : old?.resignedOn;
+        if (from && to && to < from)
+            throw new shell_1.Refusal('investment-resigned-before-appointed', {}, 'They left before they were appointed');
+        if ((0, patches_1.touched)(patch, 'description', old))
+            row.description = (0, patches_1.textOf)(patch.description);
+        return row;
+    }, 'investment-row-not-found', { investee: { id: investee.id } });
+}
+const REPORT_FIGURES = ['revenue', 'shareCapital', 'totalEquity', 'totalAssets'];
+async function saveReports(tx, domain, user, investeeId, patches) {
+    const investee = await investeeOf(tx, domain, investeeId);
+    return (0, patches_1.applyPatches)(tx, investment_report_1.InvestmentReport, domain, user, patches, (patch, old) => {
+        const row = { investee };
+        row.periodTo = (0, patches_1.touched)(patch, 'periodTo', old) ? (0, patches_1.dayOf)(patch.periodTo, 'investment-report-period-invalid', true) : old.periodTo;
+        if ((0, patches_1.touched)(patch, 'periodFrom', old))
+            row.periodFrom = (0, patches_1.dayOf)(patch.periodFrom, 'investment-report-period-invalid');
+        const from = row.periodFrom !== undefined ? row.periodFrom : old?.periodFrom;
+        if (from && from > row.periodTo)
+            throw new shell_1.Refusal('investment-report-period-reversed', {}, 'The period ends before it starts');
+        if ((0, patches_1.touched)(patch, 'kind', old))
+            row.kind = patch.kind ?? investment_rules_1.InvestmentReportKind.AUDITED;
+        for (const field of ['standard', 'auditor', 'description'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.textOf)(patch[field]);
+        for (const field of ['signedOn', 'receivedOn'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.dayOf)(patch[field], 'investment-day-invalid');
+        /* Equity and net income may be below zero; the rest are amounts. */
+        for (const field of REPORT_FIGURES)
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = field === 'totalEquity' ? numberOf(patch[field]) : (0, patches_1.amountOf)(patch[field], 'investment-amount-invalid');
+        if ((0, patches_1.touched)(patch, 'netIncome', old))
+            row.netIncome = numberOf(patch.netIncome);
+        return row;
+    }, 'investment-row-not-found', { investee: { id: investee.id } });
+}
+function numberOf(value) {
+    if (value === null || value === undefined || value === '')
+        return null;
+    const number = Number(value);
+    if (!Number.isFinite(number))
+        throw new shell_1.Refusal('investment-amount-invalid', { value }, 'Write a number');
+    return number;
+}
+async function saveRequests(tx, domain, user, investeeId, patches) {
+    const investee = await investeeOf(tx, domain, investeeId);
+    return (0, patches_1.applyPatches)(tx, investment_request_1.InvestmentRequest, domain, user, patches, (patch, old) => {
+        const row = { investee };
+        const title = (0, patches_1.touched)(patch, 'title', old) ? (0, patches_1.textOf)(patch.title) : old.title;
+        if (!title)
+            throw new shell_1.Refusal('investment-request-title-required', {}, 'Say what the request is about');
+        row.title = title;
+        if ((0, patches_1.touched)(patch, 'kind', old))
+            row.kind = patch.kind ?? investment_rules_1.InvestmentRequestKind.WRITTEN_RESOLUTION;
+        for (const field of ['receivedOn', 'dueOn', 'sentOn'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.dayOf)(patch[field], 'investment-day-invalid');
+        for (const field of ['signer', 'items', 'description'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.textOf)(patch[field]);
+        return row;
+    }, 'investment-row-not-found', { investee: { id: investee.id } });
+}
+async function saveFilings(tx, domain, user, investeeId, patches) {
+    const investee = await investeeOf(tx, domain, investeeId);
+    return (0, patches_1.applyPatches)(tx, investment_filing_1.InvestmentFiling, domain, user, patches, (patch, old) => {
+        const row = { investee };
+        const name = (0, patches_1.touched)(patch, 'name', old) ? (0, patches_1.textOf)(patch.name) : old.name;
+        if (!name)
+            throw new shell_1.Refusal('investment-filing-name-required', {}, 'Say what is to be filed');
+        row.name = name;
+        for (const field of ['law', 'authority', 'description'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.textOf)(patch[field]);
+        for (const field of ['dueOn', 'filedOn'])
+            if ((0, patches_1.touched)(patch, field, old))
+                row[field] = (0, patches_1.dayOf)(patch[field], 'investment-day-invalid');
+        return row;
+    }, 'investment-row-not-found', { investee: { id: investee.id } });
+}
+/* ----------------------------------------------------------------------------------------------------------------- */
+/* Reading an investee's rows */
+const rowsOf = (tx, target, domain, investeeId, order) => tx.getRepository(target).find({ where: { domain: { id: domain.id }, investee: { id: investeeId } }, order: order });
+const holdingsOf = (tx, domain, investeeId) => rowsOf(tx, investment_holding_1.InvestmentHolding, domain, investeeId, { recordDate: 'ASC' });
+exports.holdingsOf = holdingsOf;
+const boardSeatsOf = (tx, domain, investeeId) => rowsOf(tx, investment_board_seat_1.InvestmentBoardSeat, domain, investeeId, { appointedOn: 'ASC' });
+exports.boardSeatsOf = boardSeatsOf;
+/** The reports with our part of each one's equity and how many documents each has. */
+async function reportsOf(tx, domain, investeeId) {
+    const [reports, holdings] = await Promise.all([rowsOf(tx, investment_report_1.InvestmentReport, domain, investeeId, { periodTo: 'DESC' }), (0, exports.holdingsOf)(tx, domain, investeeId)]);
+    const counts = await (0, asset_document_service_1.documentCounts)(tx, domain, 'InvestmentReport', reports.map(one => one.id));
+    for (const one of reports) {
+        one.ourShare = (0, investment_rules_1.ourShareOf)(one, holdings) ?? undefined;
+        one.documents = counts.get(one.id) ?? 0;
+    }
+    return reports;
+}
+async function requestsOf(tx, domain, investeeId) {
+    const requests = await rowsOf(tx, investment_request_1.InvestmentRequest, domain, investeeId, { receivedOn: 'DESC' });
+    const counts = await (0, asset_document_service_1.documentCounts)(tx, domain, 'InvestmentRequest', requests.map(one => one.id));
+    for (const one of requests)
+        one.documents = counts.get(one.id) ?? 0;
+    return requests;
+}
+async function filingsOf(tx, domain, investeeId) {
+    const filings = await rowsOf(tx, investment_filing_1.InvestmentFiling, domain, investeeId, { dueOn: 'DESC' });
+    const counts = await (0, asset_document_service_1.documentCounts)(tx, domain, 'InvestmentFiling', filings.map(one => one.id));
+    for (const one of filings)
+        one.documents = counts.get(one.id) ?? 0;
+    return filings;
+}
+/* ----------------------------------------------------------------------------------------------------------------- */
+/* What is late or due (decision 11) - an application's management check counts these */
+/** Each investee's report that is late, computed from its year end and reporting months. */
+async function lateInvestmentReports(tx, domain, today) {
+    const investees = await tx.getRepository(investee_1.Investee).find({ where: { domain: { id: domain.id }, active: true } });
+    if (!investees.length)
+        return [];
+    const ids = investees.map(one => one.id);
+    const [holdings, reports] = await Promise.all([
+        tx.getRepository(investment_holding_1.InvestmentHolding).find({ where: { domain: { id: domain.id }, investee: { id: (0, typeorm_1.In)(ids) } }, relations: ['investee'] }),
+        tx.getRepository(investment_report_1.InvestmentReport).find({ where: { domain: { id: domain.id }, investee: { id: (0, typeorm_1.In)(ids) } }, relations: ['investee'] })
+    ]);
+    return investees.flatMap(investee => {
+        const late = (0, investment_rules_1.lateReport)(investee, reports.filter(one => one.investeeId === investee.id), holdings.filter(one => one.investeeId === investee.id), today);
+        return late ? [{ investeeId: investee.id, investeeName: investee.name, ...late }] : [];
+    });
+}
+/** Requests not answered whose due day has passed or is near. */
+async function dueInvestmentRequests(tx, domain, today) {
+    const open = await tx.getRepository(investment_request_1.InvestmentRequest).find({ where: { domain: { id: domain.id }, sentOn: (0, typeorm_1.IsNull)(), dueOn: (0, typeorm_1.Not)((0, typeorm_1.IsNull)()) }, relations: ['investee'] });
+    return open.filter(one => (0, investment_rules_1.requestDue)(one, today)).sort((a, b) => a.dueOn.localeCompare(b.dueOn));
+}
+/** Filings not made whose due day has passed or is near. */
+async function dueInvestmentFilings(tx, domain, today) {
+    const open = await tx.getRepository(investment_filing_1.InvestmentFiling).find({ where: { domain: { id: domain.id }, filedOn: (0, typeorm_1.IsNull)(), dueOn: (0, typeorm_1.Not)((0, typeorm_1.IsNull)()) }, relations: ['investee'] });
+    return open.filter(one => (0, investment_rules_1.filingDue)(one, today)).sort((a, b) => a.dueOn.localeCompare(b.dueOn));
+}
+//# sourceMappingURL=investment-service.js.map

package/dist-server/service/investment/investment-service.js.map

@@ -0,0 +1 @@
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{ Counterparty } from '@things-factory/biz-base'\nimport { Domain, Refusal } from '@things-factory/shell'\nimport { EntityManager, In, IsNull, Not } from 'typeorm'\n\nimport { documentCounts } from '../asset-document/asset-document-service'\nimport { amountOf, applyPatches, dayOf, Patch, textOf, touched } from '../patches'\nimport { Investee } from './investee'\nimport { InvestmentBoardSeat } from './investment-board-seat'\nimport { InvestmentFiling } from './investment-filing'\nimport { InvestmentHolding } from './investment-holding'\nimport { InvestmentReport } from './investment-report'\nimport { InvestmentRequest } from './investment-request'\nimport { Contribution, filingDue, HoldingReason, holdingAt, InvestmentReportKind, InvestmentRequestKind, lateReport, ourShareOf, ratioOf, requestDue } from './investment-rules'\n\nconst currencyOf = (value: any, fallback: string | null) => {\n  const text = String(value ?? '').trim().toUpperCase()\n  if (!text) return fallback\n  if (!/^[A-Z]{3}$/.test(text)) throw new Refusal('investment-currency-invalid', { value: text }, `'${text}' is not a currency code (KRW, USD, MYR)`)\n  return text\n}\n\n/* ----------------------------------------------------------------------------------------------------------------- */\n/* Investees (decision 6) */\n\nexport function saveInvestees(tx: EntityManager, domain: Domain, user: any, patches: Patch[]) {\n  return applyPatches(\n    tx,\n    Investee,\n    domain,\n    user,\n    patches,\n    async (patch, old) => {\n      const row: Record<string, any> = {}\n      const name = touched(patch, 'name', old) ? textOf(patch.name) : old!.name\n      if (!name) throw new Refusal('investee-name-required', {}, 'Name the company')\n      row.name = name\n      for (const field of ['registrationNo', 'representative', 'description']) if (touched(patch, field, old)) row[field] = textOf(patch[field])\n      if (touched(patch, 'country', old)) row.country = textOf(patch.country)?.toUpperCase() ?? null\n      if (touched(patch, 'currency', old)) row.currency = currencyOf(patch.currency, 'KRW')\n      if (touched(patch, 'fiscalYearEndMonth', old)) {\n        const month = patch.fiscalYearEndMonth === null || patch.fiscalYearEndMonth === undefined || patch.fiscalYearEndMonth === '' ? null : Number(patch.fiscalYearEndMonth)\n        if (month !== null && !(Number.isInteger(month) && month >= 1 && month <= 12)) throw new Refusal('investee-year-end-invalid', {}, 'The year ends in a month, 1 to 12')\n        row.fiscalYearEndMonth = month\n      }\n      if (touched(patch, 'reportDueMonths', old)) {\n        const months = patch.reportDueMonths === null || patch.reportDueMonths === undefined || patch.reportDueMonths === '' ? null : Number(patch.reportDueMonths)\n        if (months !== null && !(Number.isInteger(months) && months >= 0 && months <= 24)) throw new Refusal('investee-report-months-invalid', {}, 'The report is due 0 to 24 months after the year ends')\n        row.reportDueMonths = months\n      }\n      if (touched(patch, 'active', old)) row.active = patch.active !== false\n      if (touched(patch, 'counterpartyId', old)) {\n        if (!patch.counterpartyId) row.counterparty = null\n        else {\n          const counterparty = await tx.getRepository(Counterparty).findOne({ where: { domain: { id: domain.id }, id: patch.counterpartyId } as any })\n          if (!counterparty) throw new Refusal('investee-counterparty-not-found', {}, 'The counterparty was not found')\n          row.counterparty = counterparty\n        }\n      }\n      return row\n    },\n    'investee-not-found'\n  )\n}\n\n/** The investees with where the holding stands now. */\nexport async function withHoldings(tx: EntityManager, domain: Domain, investees: Investee[], today: string) {\n  if (!investees.length) return investees\n  const holdings = await tx.getRepository(InvestmentHolding).find({ where: { domain: { id: domain.id }, investee: { id: In(investees.map(one => one.id)) } } as any, relations: ['investee'] })\n  for (const investee of investees) {\n    const now = holdingAt(holdings.filter(one => one.investeeId === investee.id), today)\n    investee.ourShares = now?.ourShares\n    investee.totalShares = now?.totalShares\n    investee.ratio = now ? ratioOf(now) : undefined\n  }\n  return investees\n}\n\nasync function investeeOf(tx: EntityManager, domain: Domain, investeeId: string) {\n  const investee = await tx.getRepository(Investee).findOne({ where: { domain: { id: domain.id }, id: investeeId } as any })\n  if (!investee) throw new Refusal('investee-not-found', {}, 'The company was not found - reload and try again')\n  return investee\n}\n\n/* ----------------------------------------------------------------------------------------------------------------- */\n/* An investee's rows (decisions 7-10) - each grid saves under its investee */\n\nexport async function saveHoldings(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]) {\n  const investee = await investeeOf(tx, domain, investeeId)\n  return applyPatches(\n    tx,\n    InvestmentHolding,\n    domain,\n    user,\n    patches,\n    (patch, old) => {\n      const row: Record<string, any> = { investee }\n      row.recordDate = touched(patch, 'recordDate', old) ? dayOf(patch.recordDate, 'investment-holding-day-invalid', true) : old!.recordDate\n      if (touched(patch, 'ourShares', old)) row.ourShares = amountOf(patch.ourShares, 'investment-shares-invalid') ?? 0\n      if (touched(patch, 'totalShares', old)) row.totalShares = amountOf(patch.totalShares, 'investment-shares-invalid') ?? 0\n      const ours = Number(row.ourShares ?? old!.ourShares)\n      const total = Number(row.totalShares ?? old!.totalShares)\n      if (!(total > 0)) throw new Refusal('investment-total-shares-required', {}, \"Give all the company's shares\")\n      if (ours > total) throw new Refusal('investment-shares-above-total', {}, \"Our shares are more than all the company's shares\")\n      if (touched(patch, 'reason', old)) row.reason = patch.reason ?? HoldingReason.OTHER\n      if (touched(patch, 'contribution', old)) row.contribution = patch.contribution ?? Contribution.NONE\n      if (touched(patch, 'amount', old)) row.amount = amountOf(patch.amount, 'investment-amount-invalid')\n      if (touched(patch, 'currency', old)) row.currency = currencyOf(patch.currency, null)\n      if (touched(patch, 'description', old)) row.description = textOf(patch.description)\n      return row\n    },\n    'investment-row-not-found',\n    { investee: { id: investee.id } }\n  )\n}\n\nexport async function saveBoardSeats(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]) {\n  const investee = await investeeOf(tx, domain, investeeId)\n  return applyPatches(\n    tx,\n    InvestmentBoardSeat,\n    domain,\n    user,\n    patches,\n    (patch, old) => {\n      const row: Record<string, any> = { investee }\n      const director = touched(patch, 'director', old) ? textOf(patch.director) : old!.director\n      if (!director) throw new Refusal('investment-director-required', {}, 'Name who sits on the board')\n      row.director = director\n      if (touched(patch, 'appointedOn', old)) row.appointedOn = dayOf(patch.appointedOn, 'investment-day-invalid')\n      if (touched(patch, 'resignedOn', old)) row.resignedOn = dayOf(patch.resignedOn, 'investment-day-invalid')\n      const from = row.appointedOn !== undefined ? row.appointedOn : old?.appointedOn\n      const to = row.resignedOn !== undefined ? row.resignedOn : old?.resignedOn\n      if (from && to && to < from) throw new Refusal('investment-resigned-before-appointed', {}, 'They left before they were appointed')\n      if (touched(patch, 'description', old)) row.description = textOf(patch.description)\n      return row\n    },\n    'investment-row-not-found',\n    { investee: { id: investee.id } }\n  )\n}\n\nconst REPORT_FIGURES = ['revenue', 'shareCapital', 'totalEquity', 'totalAssets'] as const\n\nexport async function saveReports(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]) {\n  const investee = await investeeOf(tx, domain, investeeId)\n  return applyPatches(\n    tx,\n    InvestmentReport,\n    domain,\n    user,\n    patches,\n    (patch, old) => {\n      const row: Record<string, any> = { investee }\n      row.periodTo = touched(patch, 'periodTo', old) ? dayOf(patch.periodTo, 'investment-report-period-invalid', true) : old!.periodTo\n      if (touched(patch, 'periodFrom', old)) row.periodFrom = dayOf(patch.periodFrom, 'investment-report-period-invalid')\n      const from = row.periodFrom !== undefined ? row.periodFrom : old?.periodFrom\n      if (from && from > row.periodTo) throw new Refusal('investment-report-period-reversed', {}, 'The period ends before it starts')\n      if (touched(patch, 'kind', old)) row.kind = patch.kind ?? InvestmentReportKind.AUDITED\n      for (const field of ['standard', 'auditor', 'description']) if (touched(patch, field, old)) row[field] = textOf(patch[field])\n      for (const field of ['signedOn', 'receivedOn']) if (touched(patch, field, old)) row[field] = dayOf(patch[field], 'investment-day-invalid')\n      /* Equity and net income may be below zero; the rest are amounts. */\n      for (const field of REPORT_FIGURES) if (touched(patch, field, old)) row[field] = field === 'totalEquity' ? numberOf(patch[field]) : amountOf(patch[field], 'investment-amount-invalid')\n      if (touched(patch, 'netIncome', old)) row.netIncome = numberOf(patch.netIncome)\n      return row\n    },\n    'investment-row-not-found',\n    { investee: { id: investee.id } }\n  )\n}\n\nfunction numberOf(value: any): number | null {\n  if (value === null || value === undefined || value === '') return null\n  const number = Number(value)\n  if (!Number.isFinite(number)) throw new Refusal('investment-amount-invalid', { value }, 'Write a number')\n  return number\n}\n\nexport async function saveRequests(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]) {\n  const investee = await investeeOf(tx, domain, investeeId)\n  return applyPatches(\n    tx,\n    InvestmentRequest,\n    domain,\n    user,\n    patches,\n    (patch, old) => {\n      const row: Record<string, any> = { investee }\n      const title = touched(patch, 'title', old) ? textOf(patch.title) : old!.title\n      if (!title) throw new Refusal('investment-request-title-required', {}, 'Say what the request is about')\n      row.title = title\n      if (touched(patch, 'kind', old)) row.kind = patch.kind ?? InvestmentRequestKind.WRITTEN_RESOLUTION\n      for (const field of ['receivedOn', 'dueOn', 'sentOn']) if (touched(patch, field, old)) row[field] = dayOf(patch[field], 'investment-day-invalid')\n      for (const field of ['signer', 'items', 'description']) if (touched(patch, field, old)) row[field] = textOf(patch[field])\n      return row\n    },\n    'investment-row-not-found',\n    { investee: { id: investee.id } }\n  )\n}\n\nexport async function saveFilings(tx: EntityManager, domain: Domain, user: any, investeeId: string, patches: Patch[]) {\n  const investee = await investeeOf(tx, domain, investeeId)\n  return applyPatches(\n    tx,\n    InvestmentFiling,\n    domain,\n    user,\n    patches,\n    (patch, old) => {\n      const row: Record<string, any> = { investee }\n      const name = touched(patch, 'name', old) ? textOf(patch.name) : old!.name\n      if (!name) throw new Refusal('investment-filing-name-required', {}, 'Say what is to be filed')\n      row.name = name\n      for (const field of ['law', 'authority', 'description']) if (touched(patch, field, old)) row[field] = textOf(patch[field])\n      for (const field of ['dueOn', 'filedOn']) if (touched(patch, field, old)) row[field] = dayOf(patch[field], 'investment-day-invalid')\n      return row\n    },\n    'investment-row-not-found',\n    { investee: { id: investee.id } }\n  )\n}\n\n/* ----------------------------------------------------------------------------------------------------------------- */\n/* Reading an investee's rows */\n\nconst rowsOf = <T>(tx: EntityManager, target: any, domain: Domain, investeeId: string, order: Record<string, 'ASC' | 'DESC'>) =>\n  tx.getRepository<T>(target).find({ where: { domain: { id: domain.id }, investee: { id: investeeId } } as any, order: order as any })\n\nexport const holdingsOf = (tx: EntityManager, domain: Domain, investeeId: string) => rowsOf<InvestmentHolding>(tx, InvestmentHolding, domain, investeeId, { recordDate: 'ASC' })\nexport const boardSeatsOf = (tx: EntityManager, domain: Domain, investeeId: string) => rowsOf<InvestmentBoardSeat>(tx, InvestmentBoardSeat, domain, investeeId, { appointedOn: 'ASC' })\n\n/** The reports with our part of each one's equity and how many documents each has. */\nexport async function reportsOf(tx: EntityManager, domain: Domain, investeeId: string) {\n  const [reports, holdings] = await Promise.all([rowsOf<InvestmentReport>(tx, InvestmentReport, domain, investeeId, { periodTo: 'DESC' }), holdingsOf(tx, domain, investeeId)])\n  const counts = await documentCounts(tx, domain, 'InvestmentReport', reports.map(one => one.id))\n  for (const one of reports) {\n    one.ourShare = ourShareOf(one, holdings) ?? undefined\n    one.documents = counts.get(one.id) ?? 0\n  }\n  return reports\n}\n\nexport async function requestsOf(tx: EntityManager, domain: Domain, investeeId: string) {\n  const requests = await rowsOf<InvestmentRequest>(tx, InvestmentRequest, domain, investeeId, { receivedOn: 'DESC' })\n  const counts = await documentCounts(tx, domain, 'InvestmentRequest', requests.map(one => one.id))\n  for (const one of requests) one.documents = counts.get(one.id) ?? 0\n  return requests\n}\n\nexport async function filingsOf(tx: EntityManager, domain: Domain, investeeId: string) {\n  const filings = await rowsOf<InvestmentFiling>(tx, InvestmentFiling, domain, investeeId, { dueOn: 'DESC' })\n  const counts = await documentCounts(tx, domain, 'InvestmentFiling', filings.map(one => one.id))\n  for (const one of filings) one.documents = counts.get(one.id) ?? 0\n  return filings\n}\n\n/* ----------------------------------------------------------------------------------------------------------------- */\n/* What is late or due (decision 11) - an application's management check counts these */\n\n/** Each investee's report that is late, computed from its year end and reporting months. */\nexport async function lateInvestmentReports(tx: EntityManager, domain: Domain, today: string) {\n  const investees = await tx.getRepository(Investee).find({ where: { domain: { id: domain.id }, active: true } as any })\n  if (!investees.length) return []\n  const ids = investees.map(one => one.id)\n  const [holdings, reports] = await Promise.all([\n    tx.getRepository(InvestmentHolding).find({ where: { domain: { id: domain.id }, investee: { id: In(ids) } } as any, relations: ['investee'] }),\n    tx.getRepository(InvestmentReport).find({ where: { domain: { id: domain.id }, investee: { id: In(ids) } } as any, relations: ['investee'] })\n  ])\n  return investees.flatMap(investee => {\n    const late = lateReport(\n      investee,\n      reports.filter(one => one.investeeId === investee.id),\n      holdings.filter(one => one.investeeId === investee.id),\n      today\n    )\n    return late ? [{ investeeId: investee.id, investeeName: investee.name, ...late }] : []\n  })\n}\n\n/** Requests not answered whose due day has passed or is near. */\nexport async function dueInvestmentRequests(tx: EntityManager, domain: Domain, today: string) {\n  const open = await tx.getRepository(InvestmentRequest).find({ where: { domain: { id: domain.id }, sentOn: IsNull(), dueOn: Not(IsNull()) } as any, relations: ['investee'] })\n  return open.filter(one => requestDue(one, today)).sort((a, b) => a.dueOn!.localeCompare(b.dueOn!))\n}\n\n/** Filings not made whose due day has passed or is near. */\nexport async function dueInvestmentFilings(tx: EntityManager, domain: Domain, today: string) {\n  const open = await tx.getRepository(InvestmentFiling).find({ where: { domain: { id: domain.id }, filedOn: IsNull(), dueOn: Not(IsNull()) } as any, relations: ['investee'] })\n  return open.filter(one => filingDue(one, today)).sort((a, b) => a.dueOn!.localeCompare(b.dueOn!))\n}\n"]}