gemcap-be-common 1.4.216 → 1.4.218

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Files changed (10) hide show
  1. package/models/{ProspectFileAiSummary.model.d.ts → BorrowerNoteAiSummary.model.d.ts} +24 -11
  2. package/models/BorrowerNoteAiSummary.model.js +67 -0
  3. package/models/BorrowerNoteAiSummary.model.ts +115 -0
  4. package/models/_models.d.ts +1 -1
  5. package/models/_models.js +1 -1
  6. package/models/_models.ts +1 -1
  7. package/package.json +1 -1
  8. package/tsconfig.tsbuildinfo +1 -1
  9. package/models/ProspectFileAiSummary.model.js +0 -37
  10. package/models/ProspectFileAiSummary.model.ts +0 -79
package/models/{ProspectFileAiSummary.model.d.ts → BorrowerNoteAiSummary.model.d.ts} RENAMED
@@ -23,10 +23,21 @@
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  /// <reference types="mongoose/types/virtuals" />
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  /// <reference types="mongoose/types/inferschematype" />
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  import mongoose from 'mongoose';
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- export declare const PROSPECT_FILE_AI_SUMMARY_STATUSES: readonly ["PENDING", "DONE", "ERROR"];
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- export type TProspectFileAiSummaryStatus = (typeof PROSPECT_FILE_AI_SUMMARY_STATUSES)[number];
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- export interface IProspectFileAiSummary {
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- fileId: mongoose.Types.ObjectId;
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+ export declare const AI_SUMMARY_TARGET_TYPES: {
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+ readonly NOTE: "NOTE";
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+ readonly NOTE_FILE: "NOTE_FILE";
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+ };
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+ export type TAiSummaryTargetType = typeof AI_SUMMARY_TARGET_TYPES[keyof typeof AI_SUMMARY_TARGET_TYPES];
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+ export declare const PROSPECT_FILE_AI_SUMMARY_STATUSES: {
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+ readonly PENDING: "PENDING";
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+ readonly DONE: "DONE";
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+ readonly ERROR: "ERROR";
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+ };
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+ export type TProspectFileAiSummaryStatus = typeof PROSPECT_FILE_AI_SUMMARY_STATUSES[keyof typeof PROSPECT_FILE_AI_SUMMARY_STATUSES];
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+ export interface IBorrowerNoteAiSummary {
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+ targetType: TAiSummaryTargetType;
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+ noteId: mongoose.Types.ObjectId;
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+ fileId?: string;
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  summary: string;
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  subject: string;
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  status: TProspectFileAiSummaryStatus;
@@ -36,27 +47,29 @@ export interface IProspectFileAiSummary {
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  contentHash: string;
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  error?: string;
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  }
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- export interface IProspectFileAiSummaryDoc extends IProspectFileAiSummary, Document {
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+ export interface IBorrowerNoteAiSummaryDoc extends IBorrowerNoteAiSummary, Document {
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  _id: mongoose.Types.ObjectId;
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  createdAt: Date;
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  updatedAt: Date;
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  }
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- export interface IProspectFileAiSummaryLean extends IProspectFileAiSummary {
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+ export interface IBorrowerNoteAiSummaryLean extends IBorrowerNoteAiSummary {
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  _id: mongoose.Types.ObjectId;
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  createdAt: Date;
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  updatedAt: Date;
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  }
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- export interface IProspectFileAiSummaryPlain extends Omit<IProspectFileAiSummary, 'fileId'> {
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+ export interface IBorrowerNoteAiSummaryPlain extends Omit<IBorrowerNoteAiSummary, 'fileId' | 'noteId'> {
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  _id: string;
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+ noteId: string;
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+ fileId: string;
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  createdAt: Date;
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  updatedAt: Date;
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  }
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- export type TProspectFileAiSummaryModel = mongoose.Model<IProspectFileAiSummaryDoc>;
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- export declare const ProspectFileAiSummarySchema: mongoose.Schema<IProspectFileAiSummaryDoc, mongoose.Model<IProspectFileAiSummaryDoc, any, any, any, mongoose.Document<unknown, any, IProspectFileAiSummaryDoc> & IProspectFileAiSummaryDoc & Required<{
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+ export type TProspectFileAiSummaryModel = mongoose.Model<IBorrowerNoteAiSummaryDoc>;
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+ export declare const BorrowerNoteAiSummarySchema: mongoose.Schema<IBorrowerNoteAiSummaryDoc, mongoose.Model<IBorrowerNoteAiSummaryDoc, any, any, any, mongoose.Document<unknown, any, IBorrowerNoteAiSummaryDoc> & IBorrowerNoteAiSummaryDoc & Required<{
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  _id: mongoose.Types.ObjectId;
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- }>, any>, {}, {}, {}, {}, mongoose.DefaultSchemaOptions, IProspectFileAiSummaryDoc, mongoose.Document<unknown, {}, mongoose.FlatRecord<IProspectFileAiSummaryDoc>> & mongoose.FlatRecord<IProspectFileAiSummaryDoc> & Required<{
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+ }>, any>, {}, {}, {}, {}, mongoose.DefaultSchemaOptions, IBorrowerNoteAiSummaryDoc, mongoose.Document<unknown, {}, mongoose.FlatRecord<IBorrowerNoteAiSummaryDoc>> & mongoose.FlatRecord<IBorrowerNoteAiSummaryDoc> & Required<{
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  _id: mongoose.Types.ObjectId;
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  }>>;
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- export declare const ProspectFileAiSummary: mongoose.Model<IProspectFileAiSummaryDoc, {}, {}, {}, mongoose.Document<unknown, {}, IProspectFileAiSummaryDoc> & IProspectFileAiSummaryDoc & Required<{
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+ export declare const BorrowerNoteAiSummary: mongoose.Model<IBorrowerNoteAiSummaryDoc, {}, {}, {}, mongoose.Document<unknown, {}, IBorrowerNoteAiSummaryDoc> & IBorrowerNoteAiSummaryDoc & Required<{
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  _id: mongoose.Types.ObjectId;
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  }>, any>;
package/models/BorrowerNoteAiSummary.model.js ADDED
@@ -0,0 +1,67 @@
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+ "use strict";
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+ var __importDefault = (this && this.__importDefault) || function (mod) {
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+ return (mod && mod.__esModule) ? mod : { "default": mod };
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+ };
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+ Object.defineProperty(exports, "__esModule", { value: true });
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+ exports.BorrowerNoteAiSummary = exports.BorrowerNoteAiSummarySchema = exports.PROSPECT_FILE_AI_SUMMARY_STATUSES = exports.AI_SUMMARY_TARGET_TYPES = void 0;
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+ const mongoose_1 = __importDefault(require("mongoose"));
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+ const _models_1 = require("./_models");
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+ exports.AI_SUMMARY_TARGET_TYPES = {
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+ NOTE: 'NOTE',
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+ NOTE_FILE: 'NOTE_FILE',
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+ };
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+ exports.PROSPECT_FILE_AI_SUMMARY_STATUSES = {
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+ PENDING: 'PENDING',
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+ DONE: 'DONE',
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+ ERROR: 'ERROR',
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+ };
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+ exports.BorrowerNoteAiSummarySchema = new mongoose_1.default.Schema({
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+ targetType: {
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+ type: String,
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+ enum: exports.AI_SUMMARY_TARGET_TYPES,
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+ required: true,
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+ index: true,
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+ },
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+ noteId: {
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+ type: mongoose_1.default.Schema.Types.ObjectId,
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+ ref: _models_1.MODEL_NAMES.borrowerNote,
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+ required: true,
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+ index: true,
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+ },
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+ fileId: {
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+ type: String,
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+ required: false,
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+ index: true,
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+ },
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+ summary: String,
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+ subject: String,
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+ status: {
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+ type: String,
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+ enum: exports.PROSPECT_FILE_AI_SUMMARY_STATUSES,
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+ default: exports.PROSPECT_FILE_AI_SUMMARY_STATUSES.PENDING,
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+ index: true,
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+ },
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+ model: String,
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+ promptSlug: String,
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+ promptVersion: Number,
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+ contentHash: {
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+ type: String,
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+ index: true,
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+ },
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+ error: String,
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+ }, {
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+ timestamps: true,
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+ versionKey: false,
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+ });
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+ exports.BorrowerNoteAiSummarySchema.pre('validate', function (next) {
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+ if (this.targetType === exports.AI_SUMMARY_TARGET_TYPES.NOTE) {
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+ this.fileId = null;
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+ }
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+ if (this.targetType === exports.AI_SUMMARY_TARGET_TYPES.NOTE_FILE && !this.fileId) {
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+ return next(new Error('fileId is required for NOTE_FILE summary'));
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+ }
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+ next();
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+ });
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+ exports.BorrowerNoteAiSummarySchema.index({ noteId: 1, targetType: 1 }, { unique: true, partialFilterExpression: { targetType: exports.AI_SUMMARY_TARGET_TYPES.NOTE } });
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+ exports.BorrowerNoteAiSummarySchema.index({ noteId: 1, fileId: 1, targetType: 1 }, { unique: true, partialFilterExpression: { targetType: exports.AI_SUMMARY_TARGET_TYPES.NOTE_FILE } });
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+ exports.BorrowerNoteAiSummary = mongoose_1.default.model(_models_1.MODEL_NAMES.BorrowerNoteAiSummary, exports.BorrowerNoteAiSummarySchema);
package/models/BorrowerNoteAiSummary.model.ts ADDED
@@ -0,0 +1,115 @@
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+ import mongoose from 'mongoose';
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+
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+ import { MODEL_NAMES } from './_models';
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+
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+ export const AI_SUMMARY_TARGET_TYPES = {
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+ NOTE: 'NOTE',
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+ NOTE_FILE: 'NOTE_FILE',
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+ } as const;
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+ export type TAiSummaryTargetType = typeof AI_SUMMARY_TARGET_TYPES[keyof typeof AI_SUMMARY_TARGET_TYPES];
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+
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+ export const PROSPECT_FILE_AI_SUMMARY_STATUSES = {
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+ PENDING: 'PENDING',
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+ DONE: 'DONE',
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+ ERROR: 'ERROR',
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+ } as const;
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+ export type TProspectFileAiSummaryStatus = typeof PROSPECT_FILE_AI_SUMMARY_STATUSES[keyof typeof PROSPECT_FILE_AI_SUMMARY_STATUSES];
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+
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+ export interface IBorrowerNoteAiSummary {
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+ targetType: TAiSummaryTargetType;
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+ noteId: mongoose.Types.ObjectId;
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+ fileId?: string;
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+ summary: string;
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+ subject: string;
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+ status: TProspectFileAiSummaryStatus;
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+ model: string;
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+ promptSlug: string;
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+ promptVersion: number;
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+ contentHash: string;
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+ error?: string;
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+ }
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+
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+ export interface IBorrowerNoteAiSummaryDoc extends IBorrowerNoteAiSummary, Document {
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+ _id: mongoose.Types.ObjectId;
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+ createdAt: Date;
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+ updatedAt: Date;
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+ }
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+
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+ export interface IBorrowerNoteAiSummaryLean extends IBorrowerNoteAiSummary {
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+ _id: mongoose.Types.ObjectId;
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+ createdAt: Date;
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+ updatedAt: Date;
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+ }
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+
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+ export interface IBorrowerNoteAiSummaryPlain extends Omit<IBorrowerNoteAiSummary, 'fileId' | 'noteId'> {
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+ _id: string;
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+ noteId: string;
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+ fileId: string;
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+ createdAt: Date;
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+ updatedAt: Date;
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+ }
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+
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+ export type TProspectFileAiSummaryModel = mongoose.Model<IBorrowerNoteAiSummaryDoc>;
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+
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+ export const BorrowerNoteAiSummarySchema = new mongoose.Schema<IBorrowerNoteAiSummaryDoc>({
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+ targetType: {
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+ type: String,
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+ enum: AI_SUMMARY_TARGET_TYPES,
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+ required: true,
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+ index: true,
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+ },
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+ noteId: {
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+ type: mongoose.Schema.Types.ObjectId,
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+ ref: MODEL_NAMES.borrowerNote,
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+ required: true,
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+ index: true,
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+ },
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+ fileId: {
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+ type: String,
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+ required: false,
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+ index: true,
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+ },
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+ summary: String,
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+ subject: String,
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+ status: {
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+ type: String,
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+ enum: PROSPECT_FILE_AI_SUMMARY_STATUSES,
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+ default: PROSPECT_FILE_AI_SUMMARY_STATUSES.PENDING,
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+ index: true,
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+ },
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+ model: String,
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+ promptSlug: String,
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+ promptVersion: Number,
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+ contentHash: {
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+ type: String,
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+ index: true,
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+ },
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+ error: String,
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+ }, {
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+ timestamps: true,
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+ versionKey: false,
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+ });
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+
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+ BorrowerNoteAiSummarySchema.pre('validate', function(next) {
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+ if (this.targetType === AI_SUMMARY_TARGET_TYPES.NOTE) {
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+ this.fileId = null as any;
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+ }
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+
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+ if (this.targetType === AI_SUMMARY_TARGET_TYPES.NOTE_FILE && !this.fileId) {
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+ return next(new Error('fileId is required for NOTE_FILE summary'));
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+ }
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+
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+ next();
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+ });
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+
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+ BorrowerNoteAiSummarySchema.index(
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+ { noteId: 1, targetType: 1 },
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+ { unique: true, partialFilterExpression: { targetType: AI_SUMMARY_TARGET_TYPES.NOTE } },
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+ );
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+
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+ BorrowerNoteAiSummarySchema.index(
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+ { noteId: 1, fileId: 1, targetType: 1 },
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+ { unique: true, partialFilterExpression: { targetType: AI_SUMMARY_TARGET_TYPES.NOTE_FILE } },
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+ );
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+
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+ export const BorrowerNoteAiSummary = mongoose.model<IBorrowerNoteAiSummaryDoc>(MODEL_NAMES.BorrowerNoteAiSummary, BorrowerNoteAiSummarySchema);
package/models/_models.d.ts CHANGED
@@ -35,6 +35,7 @@ export declare const MODEL_NAMES: {
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  borrowerSettings: string;
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  borrowerSummaries: string;
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  borrowerNote: string;
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+ BorrowerNoteAiSummary: string;
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  borrowerNoteSubject: string;
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  calendarDays: string;
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  cashAllocations: string;
@@ -49,7 +50,6 @@ export declare const MODEL_NAMES: {
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  CRMAuditors: string;
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  CRMProspects: string;
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  CRMProspectFiles: string;
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- CRMProspectFilesAiSummary: string;
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  CRMProspectIndustries: string;
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  CRMProspectSources: string;
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  CRMProspectExternalUpdates: string;
package/models/_models.js CHANGED
@@ -38,6 +38,7 @@ exports.MODEL_NAMES = {
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  borrowerSettings: 'borrowerSettings',
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  borrowerSummaries: 'borrower_summaries',
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  borrowerNote: 'borrower_notes',
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+ BorrowerNoteAiSummary: 'borrower_note_summaries',
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  borrowerNoteSubject: 'borrower_note_subjects',
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  calendarDays: 'calendar_days',
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  cashAllocations: 'cash_allocations',
@@ -52,7 +53,6 @@ exports.MODEL_NAMES = {
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  CRMAuditors: 'auditors',
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  CRMProspects: 'crm_prospects',
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  CRMProspectFiles: 'crm_prospect_files',
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- CRMProspectFilesAiSummary: 'crm_prospect_file_summaries',
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  CRMProspectIndustries: 'crm_prospect_industries',
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  CRMProspectSources: 'crm_prospect_sources',
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  CRMProspectExternalUpdates: 'crm_prospect_external_updates',
package/models/_models.ts CHANGED
@@ -35,6 +35,7 @@ export const MODEL_NAMES = {
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  borrowerSettings: 'borrowerSettings',
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  borrowerSummaries: 'borrower_summaries',
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  borrowerNote: 'borrower_notes',
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+ BorrowerNoteAiSummary: 'borrower_note_summaries',
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  borrowerNoteSubject: 'borrower_note_subjects',
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  calendarDays: 'calendar_days',
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  cashAllocations: 'cash_allocations',
@@ -49,7 +50,6 @@ export const MODEL_NAMES = {
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  CRMAuditors: 'auditors',
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  CRMProspects: 'crm_prospects',
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  CRMProspectFiles: 'crm_prospect_files',
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- CRMProspectFilesAiSummary: 'crm_prospect_file_summaries',
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  CRMProspectIndustries: 'crm_prospect_industries',
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  CRMProspectSources: 'crm_prospect_sources',
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  CRMProspectExternalUpdates: 'crm_prospect_external_updates',
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "gemcap-be-common",
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- "version": "1.4.216",
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+ "version": "1.4.218",
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  "description": "",
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  "main": "index.js",
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  "scripts": {