gemcap-be-common 1.2.140 → 1.3.0

package/services/compliance-borrowers.service.js

@@ -0,0 +1,569 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.ComplianceBorrowersService = void 0;
+const dayjs_1 = __importDefault(require("dayjs"));
+const lodash_1 = __importDefault(require("lodash"));
+const mongoose_1 = __importDefault(require("mongoose"));
+const item_progress_status_enum_1 = require("../enums/item-progress-status.enum");
+const BorrowerCompliance_model_1 = require("../models/BorrowerCompliance.model");
+const Borrower_model_1 = require("../models/Borrower.model");
+const FinancialComplianceBorrower_model_1 = __importDefault(require("../models/FinancialComplianceBorrower.model"));
+const frequencies = {
+    ONCE: { value: 1, unit: 'day' },
+    MONTHLY: { value: 1, unit: 'month' },
+    ANNUAL: { value: 1, unit: 'year' },
+    WEEKLY: { value: 1, unit: 'week' },
+    QUARTERLY: { value: 3, unit: 'month' },
+    TWICE_MONTHLY: { value: 15, unit: 'day' },
+    END_OF_MONTH: { value: 15, unit: 'day' },
+};
+const dueDifference = (date) => {
+    const currentDate = (0, dayjs_1.default)().startOf('day');
+    const nextDate = (0, dayjs_1.default)(new Date(date)).startOf('day');
+    return currentDate.diff(nextDate, 'day');
+};
+class ComplianceBorrowersService {
+    _fileManagerService;
+    _uploadsService;
+    constructor(_fileManagerService, _uploadsService) {
+        this._fileManagerService = _fileManagerService;
+        this._uploadsService = _uploadsService;
+    }
+    isComplianceBorrowerAllowed(userAccess, requestedBorrowerId) {
+        const allowedBorrower = userAccess.complianceBorrowersAccess.some((b) => b.borrower === requestedBorrowerId);
+        if (!allowedBorrower) {
+            throw new Error('Non allowed compliance borrower');
+        }
+        return true;
+    }
+    calculateInstanceStatuses(instance, item) {
+        let progress;
+        let score = null;
+        if (instance.submittedDate) {
+            progress = { text: 'submitted', status: 'SUBMITTED' };
+        }
+        const diff = dueDifference(instance.nextDate);
+        if (diff !== 0) {
+            const progressText = `${diff > 0 ? 'overdue' : 'due'} ${Math.abs(diff)} ${Math.abs(diff) > 1 ? 'days' : 'day'}`;
+            progress = { text: progressText, status: diff > 0 ? item_progress_status_enum_1.EItemProgressStatus.OVERDUE : item_progress_status_enum_1.EItemProgressStatus.DUE };
+        }
+        if (diff > 0) {
+            score = {
+                value: item.item.importanceScore * item.item.multiplier * diff,
+                tooltip: `${item.item.importanceScore} (importance) x ${item.item.multiplier} (multiplier) x ${diff} (days)`,
+            };
+        }
+        if (instance.status === 'IN_REVIEW') {
+            progress = { text: 'in review', status: item_progress_status_enum_1.EItemProgressStatus.IN_REVIEW };
+        }
+        if (instance.status === 'ACCEPTED') {
+            progress = null;
+        }
+        return { progress, score };
+    }
+    async getFullComplianceBorrowerById(complianceBorrowerId) {
+        if (!complianceBorrowerId) {
+            return null;
+        }
+        const ourBorrower = await BorrowerCompliance_model_1.BorrowerCompliance
+            .findById(complianceBorrowerId)
+            .populate('borrower plaidAccessToken')
+            .populate({
+            path: 'items',
+            populate: { path: 'item', model: 'complianceItems' },
+        })
+            .populate({
+            path: 'items',
+            populate: { path: 'instances.files.uploadedBy', model: 'users' },
+        })
+            .transform((borrower) => ({ ...borrower, plaidAccessToken: borrower?.plaidAccessToken ?? false }))
+            .lean();
+        if (!ourBorrower.borrower) {
+            return Promise.resolve({ ...ourBorrower });
+        }
+        const financeBorrower = await FinancialComplianceBorrower_model_1.default.findOne({ borrower: ourBorrower.borrower?._id });
+        if (financeBorrower) {
+            const currentDate = (0, dayjs_1.default)();
+            const stopFundingDate = (0, dayjs_1.default)(financeBorrower.stopFundingDate);
+            if (financeBorrower.balanceOutstanding > 0 && currentDate.diff(stopFundingDate) > 0) {
+                ourBorrower.fundingStatus = 'NOT_PAID';
+            }
+        }
+        if (!ourBorrower) {
+            return Promise.resolve(null);
+        }
+        const items = { items: [], ...ourBorrower }.items.map((item) => {
+            return {
+                ...item,
+                instances: item.instances.reduce((acc, instance) => {
+                    try {
+                        const statuses = this.calculateInstanceStatuses(instance, item);
+                        const files = instance.files.map((file) => {
+                            const uploadedByUser = file.uploadedBy ? file.uploadedBy['firstName'] : null;
+                            return { ...file, uploadedByUser };
+                        });
+                        return [...acc, { ...instance, ...statuses, itemId: item._id, files }];
+                    }
+                    catch (e) {
+                        console.error({ e });
+                        return acc;
+                    }
+                }, []),
+            };
+        });
+        return Promise.resolve({ ...ourBorrower, items });
+    }
+    async getAllBorrowersShortened(userAccess) {
+        const allComplianceBorrower = await BorrowerCompliance_model_1.BorrowerCompliance
+            .find(userAccess.allBorrowers ? { isVisible: true } : {
+            'borrower': { $in: userAccess.borrowersAccess.map((b) => b.borrower) },
+            isVisible: true,
+        })
+            .populate('borrower')
+            .populate({
+            path: 'items',
+            populate: { path: 'item', model: 'complianceItems' },
+        })
+            .collation({ locale: 'en' })
+            .lean();
+        const borrowers = await Promise.all(allComplianceBorrower.map(async (borrower) => {
+            if (!borrower.borrower) {
+                return borrower;
+            }
+            if (!borrower.borrower.active) {
+                return;
+            }
+            const financeBorrower = await FinancialComplianceBorrower_model_1.default.findOne({ borrower: borrower.borrower._id });
+            if (financeBorrower) {
+                const currentDate = (0, dayjs_1.default)();
+                const stopFundingDate = (0, dayjs_1.default)(financeBorrower.stopFundingDate);
+                if (financeBorrower.balanceOutstanding > 0 && currentDate.diff(stopFundingDate) > 0) {
+                    borrower.fundingStatus = 'NOT_PAID';
+                }
+            }
+            const items = borrower.items.map((item) => {
+                return {
+                    ...item,
+                    instances: item.instances.reduce((acc, instance) => {
+                        try {
+                            const statuses = this.calculateInstanceStatuses(instance, item);
+                            return [...acc, { ...instance, ...statuses }];
+                        }
+                        catch (e) {
+                            return acc;
+                        }
+                    }, []),
+                };
+            });
+            return { ...borrower, items };
+        }));
+        return borrowers
+            .filter((borrower) => !!borrower)
+            .sort((a, b) => a.borrower.code > b.borrower.code ? 1 : -1);
+    }
+    async generateInstances(complianceBorrowerId) {
+        const complianceBorrower = await this.getFullComplianceBorrowerById(complianceBorrowerId);
+        const getLatestInstanceDate = (item) => {
+            if (!item.instances || !item.instances.length) {
+                return null;
+            }
+            return item.instances
+                .reduce((a, b) => (new Date(a.nextDate).getTime() > new Date(b.nextDate).getTime() ? a : b))
+                .nextDate;
+        };
+        for (let [index, item] of complianceBorrower.items.entries()) {
+            const { frequency, startDate } = item;
+            if (frequency && startDate) {
+                const currentDatePlusNotification = (0, dayjs_1.default)(new Date())
+                    .set('hour', 0)
+                    .set('minute', 0)
+                    .set('second', 0)
+                    .add(item.item.notificationDays, 'day')
+                    .toDate();
+                const emptyInstance = {
+                    submittedDate: null,
+                    status: 'NEW',
+                    files: [],
+                };
+                let newInstance;
+                let newInstances;
+                let nextDate;
+                switch (frequency) {
+                    case 'ONCE':
+                        newInstance = { nextDate: (0, dayjs_1.default)(item.startDate).toDate(), ...emptyInstance };
+                        if (!item.instances.length && currentDatePlusNotification >= newInstance.nextDate) {
+                            await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(complianceBorrowerId, { $push: { ['items.' + index + '.instances']: newInstance } });
+                        }
+                        break;
+                    case 'END_OF_MONTH':
+                        newInstances = [];
+                        do {
+                            const latestDate = newInstances.length ? newInstances[newInstances.length - 1].nextDate : getLatestInstanceDate(item);
+                            let nextDateJs = !latestDate
+                                ? (0, dayjs_1.default)(item.startDate)
+                                : (0, dayjs_1.default)(latestDate)
+                                    .add(1, 'day');
+                            nextDate = nextDateJs
+                                .endOf('month')
+                                .set('hour', 0)
+                                .set('minute', 0)
+                                .set('second', 0).toDate();
+                            const newInstance = { nextDate, ...emptyInstance };
+                            if (currentDatePlusNotification >= nextDate) {
+                                newInstances.push(newInstance);
+                            }
+                        } while (currentDatePlusNotification >= nextDate);
+                        if (newInstances.length) {
+                            await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(complianceBorrowerId, { $push: { ['items.' + index + '.instances']: newInstances } });
+                        }
+                        break;
+                    default:
+                        const { value, unit } = frequencies[frequency];
+                        newInstances = [];
+                        do {
+                            const latestDate = newInstances.length ? newInstances[newInstances.length - 1].nextDate : getLatestInstanceDate(item);
+                            nextDate = !latestDate
+                                ? item.startDate
+                                : (0, dayjs_1.default)(latestDate)
+                                    .add(value, unit)
+                                    .set('hour', 0)
+                                    .set('minute', 0)
+                                    .set('second', 0).toDate();
+                            const newInstance = { nextDate, ...emptyInstance };
+                            if (currentDatePlusNotification >= nextDate) {
+                                newInstances.push(newInstance);
+                            }
+                        } while (currentDatePlusNotification >= nextDate);
+                        if (newInstances.length) {
+                            await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(complianceBorrowerId, { $push: { ['items.' + index + '.instances']: newInstances } });
+                        }
+                        break;
+                }
+            }
+        }
+        return await this.getFullComplianceBorrowerById(complianceBorrowerId);
+    }
+    async calculateAndUpdateFundingStatus(complianceBorrowerId) {
+        const complianceBorrower = await this.getFullComplianceBorrowerById(complianceBorrowerId);
+        const fundingStatus = this.calculateFundingStatus(complianceBorrower);
+        await this.updateFundingStatus(complianceBorrowerId, fundingStatus);
+    }
+    calculateFundingStatus(complianceBorrower) {
+        let hasErrors = false;
+        let hasWarnings = false;
+        complianceBorrower.items.forEach((item) => {
+            item.instances.forEach((instance) => {
+                if (instance.status !== 'ACCEPTED') {
+                    const { progress } = this.calculateInstanceStatuses(instance, item);
+                    switch (progress?.status) {
+                        case item_progress_status_enum_1.EItemProgressStatus.IN_REVIEW:
+                            hasWarnings = true;
+                            break;
+                        case item_progress_status_enum_1.EItemProgressStatus.OVERDUE:
+                            hasErrors = true;
+                            break;
+                    }
+                }
+            });
+        });
+        let fundingStatus = 'COMPLIANT';
+        if (hasWarnings) {
+            fundingStatus = 'PENDING';
+        }
+        if (hasErrors) {
+            fundingStatus = 'OVERDUE';
+        }
+        if (complianceBorrower.fundingStatus === 'NOT_PAID') {
+            fundingStatus = 'NOT_PAID';
+        }
+        return fundingStatus;
+    }
+    async updateComplianceBorrower(complianceBorrower) {
+        try {
+            const { _id } = complianceBorrower;
+            const fundingStatus = this.calculateFundingStatus(complianceBorrower);
+            return await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(_id, { ...complianceBorrower, fundingStatus });
+        }
+        catch (e) {
+            console.error(e);
+            return null;
+        }
+    }
+    async updateFundingStatus(complianceBorrowerId, fundingStatus) {
+        try {
+            return await BorrowerCompliance_model_1.BorrowerCompliance
+                .findByIdAndUpdate(complianceBorrowerId, { fundingStatus });
+        }
+        catch (e) {
+            console.error(e);
+            return null;
+        }
+    }
+    async updateLastEmailSent(complianceBorrowerId, lastEmailSentAt) {
+        try {
+            return await BorrowerCompliance_model_1.BorrowerCompliance
+                .findByIdAndUpdate(complianceBorrowerId, { lastEmailSentAt });
+        }
+        catch (e) {
+            console.error(e);
+            return null;
+        }
+    }
+    async getAllBorrowersIds(onlyActive = true) {
+        try {
+            const mainFilter = { isVisible: true };
+            const filter = onlyActive ? { 'borrower.active': true, ...mainFilter } : { ...mainFilter };
+            const complianceBorrowers = await BorrowerCompliance_model_1.BorrowerCompliance.aggregate([
+                {
+                    $lookup: {
+                        from: 'borrowers',
+                        localField: 'borrower',
+                        foreignField: '_id',
+                        as: 'borrower',
+                    },
+                }, {
+                    $unwind: {
+                        path: '$borrower',
+                    },
+                }, {
+                    $match: filter,
+                },
+            ]);
+            return complianceBorrowers.map((complianceBorrower) => complianceBorrower._id.toString());
+        }
+        catch (e) {
+            console.error(e);
+            return null;
+        }
+    }
+    async getBorrowerListByItemId(complianceItemId) {
+        return BorrowerCompliance_model_1.BorrowerCompliance
+            .find({
+            'items': {
+                $elemMatch: {
+                    item: complianceItemId,
+                },
+            },
+        })
+            .populate('borrower');
+    }
+    async deleteInstanceById(complianceBorrowerId, complianceInstanceId) {
+        await BorrowerCompliance_model_1.BorrowerCompliance
+            .findOneAndUpdate({ _id: complianceBorrowerId }, { '$pull': { 'items.$[].instances': { _id: complianceInstanceId } } });
+    }
+    async getBorrowerByInstanceId(complianceInstanceId) {
+        return BorrowerCompliance_model_1.BorrowerCompliance
+            .findOne({
+            'items.instances': {
+                $elemMatch: {
+                    _id: complianceInstanceId,
+                },
+            },
+        });
+    }
+    async markInstanceFilesAsOld(complianceInstanceId) {
+        const items = await this._fileManagerService.findItemByInstanceId(complianceInstanceId);
+        if (items.length > 0) {
+            const itemId = items.pop().items._id;
+            return BorrowerCompliance_model_1.BorrowerCompliance
+                .findOneAndUpdate({
+                'items.instances': {
+                    $elemMatch: {
+                        _id: complianceInstanceId,
+                    },
+                },
+            }, { $set: { 'items.$[item].instances.$[instance].files.$[].isFileNew': false } }, {
+                arrayFilters: [
+                    { 'item._id': itemId },
+                    { 'instance._id': new mongoose_1.default.Types.ObjectId(complianceInstanceId) },
+                ],
+            });
+        }
+    }
+    async getBorrowerWithPlaidToken() {
+        return BorrowerCompliance_model_1.BorrowerCompliance
+            .find({ plaidAccessToken: { $exists: true } })
+            .select('+plaidAccessToken');
+    }
+    async getBorrowerEmails(userAccess) {
+        const allComplianceBorrower = await BorrowerCompliance_model_1.BorrowerCompliance
+            .find(userAccess.allBorrowers ? {} : { 'borrower': { $in: userAccess.borrowersAccess.map((b) => b.borrower) } })
+            .populate('borrower items.item')
+            .collation({ locale: 'en' })
+            .sort({ 'borrower.name': 1 });
+        return allComplianceBorrower.map((b) => {
+            const items = b.items.map((item) => {
+                return {
+                    value: item.item?.id ?? null,
+                    title: item.item?.name ?? null,
+                };
+            });
+            const uniqEmails = lodash_1.default.uniq((b.items.reduce((acc, item) => [...acc, ...item.emailAddresses], [])).map((email) => email.email));
+            const groupedEmails = b.items.reduce((acc, item) => {
+                if (item.emailAddresses.length) {
+                    acc[item.item?.id ?? null] = item.emailAddresses;
+                }
+                return acc;
+            }, {});
+            if (!b.borrower) {
+                return;
+            }
+            return {
+                borrower: { _id: b.id, name: b.borrower?.name ?? '', borrowerId: b.borrower?.id ?? '' },
+                email: b.email,
+                mainEmails: b.mainEmails ?? [],
+                financialEmails: b.financialEmails ?? [],
+                isEmailingActive: b.isEmailingActive,
+                isDailyTransactionsEmailingActive: b.isDailyTransactionsEmailingActive,
+                uniqEmails,
+                groupedEmails,
+                items,
+            };
+        });
+    }
+    async getOneBorrowerEmails(userAccess, borrowerId) {
+        const borrower = await BorrowerCompliance_model_1.BorrowerCompliance
+            .findOne({ _id: borrowerId })
+            .populate('borrower items.item')
+            .collation({ locale: 'en' })
+            .sort({ 'borrower.name': 1 });
+        const items = borrower.items.map((item) => {
+            return {
+                value: item.item?.id ?? null,
+                title: item.item?.name ?? null,
+            };
+        });
+        const uniqEmails = lodash_1.default.uniq((borrower.items.reduce((acc, item) => [...acc, ...item.emailAddresses], [])).map((email) => email.email));
+        const groupedEmails = borrower.items.reduce((acc, item) => {
+            if (item.emailAddresses.length) {
+                acc[item.item?.id ?? null] = item.emailAddresses;
+            }
+            return acc;
+        }, {});
+        if (!borrower.borrower) {
+            return;
+        }
+        return {
+            borrower: { _id: borrower.id, name: borrower.borrower?.name ?? '', borrowerId: borrower.borrower?.id ?? '' },
+            email: borrower.email,
+            mainEmails: borrower.mainEmails ?? [],
+            financialEmails: borrower.financialEmails ?? [],
+            isEmailingActive: borrower.isEmailingActive,
+            isDailyTransactionsEmailingActive: borrower.isDailyTransactionsEmailingActive,
+            uniqEmails,
+            groupedEmails,
+            items,
+        };
+    }
+    async getBorrowerEmailsGrouped(borrowerId) {
+        const borrower = await BorrowerCompliance_model_1.BorrowerCompliance.findOne({ borrower: borrowerId });
+        if (borrower) {
+            return {
+                mainEmails: borrower.mainEmails,
+                financialEmails: borrower.financialEmails,
+            };
+        }
+    }
+    async updateBorrowerEmailAddresses(emailUpdate) {
+        const filter = { _id: emailUpdate._id };
+        const update = {
+            $set: {
+                isEmailingActive: emailUpdate.isEmailingActive,
+                isDailyTransactionsEmailingActive: emailUpdate.isDailyTransactionsEmailingActive,
+                mainEmails: emailUpdate.mainEmails,
+                financialEmails: emailUpdate.financialEmails,
+                'items.$[].emailAddresses': [],
+            },
+        };
+        await BorrowerCompliance_model_1.BorrowerCompliance.updateOne(filter, update);
+        await Promise.all(Object.entries(emailUpdate.groupedEmails).map(async ([id, emails]) => {
+            const itemUpdate = {
+                $set: {
+                    'items.$[item].emailAddresses': emails,
+                },
+            };
+            const arrayFilter = {
+                arrayFilters: [
+                    { 'item.item': id },
+                ],
+            };
+            await BorrowerCompliance_model_1.BorrowerCompliance.updateOne(filter, itemUpdate, arrayFilter);
+        }));
+        return BorrowerCompliance_model_1.BorrowerCompliance.findOne(filter);
+    }
+    async toggleComplianceBorrowerVisibility(borrowerId, isVisible) {
+        const foundBorrower = await BorrowerCompliance_model_1.BorrowerCompliance.findOne({ borrower: borrowerId });
+        if (!!foundBorrower) {
+            await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(foundBorrower._id, { isVisible });
+        }
+    }
+    async createComplianceBorrower(borrowerId, isVisible = true) {
+        const foundBorrower = await BorrowerCompliance_model_1.BorrowerCompliance.findOne({ borrower: borrowerId });
+        if (!!foundBorrower) {
+            await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(foundBorrower._id, { isVisible });
+        }
+        else {
+            const newComplianceBorrower = new BorrowerCompliance_model_1.BorrowerCompliance({ borrower: borrowerId, isVisible });
+            await newComplianceBorrower.save();
+        }
+    }
+    async removeIncorrectBorrowers() {
+        const allComplianceBorrowers = await BorrowerCompliance_model_1.BorrowerCompliance.find({});
+        let n = 0;
+        for (const borrower of allComplianceBorrowers) {
+            if ((borrower['isDeleted'] === true) || borrower['isDeleted'] === undefined) {
+                try {
+                    await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndDelete(borrower._id);
+                    n += 1;
+                }
+                catch (e) {
+                    console.error(e);
+                }
+            }
+            await BorrowerCompliance_model_1.BorrowerCompliance.findByIdAndUpdate(borrower._id, { isVisible: true });
+        }
+        const allBorrowers = await Borrower_model_1.BorrowerModel.find({});
+        for (const borrower of allBorrowers) {
+            const complianceBorrower = await BorrowerCompliance_model_1.BorrowerCompliance.findOne({ borrower: borrower._id });
+            if (!complianceBorrower) {
+                await this.createComplianceBorrower(borrower._id.toString(), false);
+            }
+        }
+    }
+    async getBorrowerListReport(user) {
+        const userFilter = user.allBorrowers
+            ? { isVisible: true }
+            : { 'borrower': { $in: user.borrowersAccess.map((b) => b.borrower) }, isVisible: true };
+        const borrowers = await BorrowerCompliance_model_1.BorrowerCompliance
+            .find(userFilter)
+            .populate('borrower')
+            .populate('items.item');
+        const finalList = [
+            ['borrower', 'due date', 'item', 'status'],
+        ];
+        borrowers
+            .sort((a, b) => a.borrower.name.localeCompare(b.borrower.name))
+            .forEach((borrower) => {
+            borrower.items
+                .filter((borrowerItem) => !!borrowerItem.item)
+                .sort((a, b) => a.item.name.localeCompare(b.item.name))
+                .forEach((item) => {
+                item.instances.forEach((instance) => {
+                    if (instance.status !== 'ACCEPTED') {
+                        finalList.push([
+                            borrower.borrower.name.trim(),
+                            instance.nextDate,
+                            item.item.name.trim(),
+                            instance.status,
+                        ]);
+                    }
+                });
+            });
+        });
+        return await this._uploadsService.convertDataToFile([{ list: finalList }]);
+    }
+}
+exports.ComplianceBorrowersService = ComplianceBorrowersService;