gemcap-be-common 1.4.34 → 1.4.36

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (5) hide show
  1. package/models/Prospect.model.d.ts +2 -0
  2. package/models/Prospect.model.js +103 -11
  3. package/models/Prospect.model.ts +120 -11
  4. package/package.json +1 -1
  5. package/tsconfig.tsbuildinfo +1 -1
package/models/Prospect.model.d.ts CHANGED
@@ -139,6 +139,7 @@ export declare enum EProspectFileGroups {
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  websites = "websites",
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  perfectionCertificate = "perfectionCertificate",
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  other = "other",
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+ fieldAppraisal = "fieldAppraisal",
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  confidential = "confidential",
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  confidentialPersonalFinancial = "confidentialPersonalFinancial",
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  confidentialDriverLicenses = "confidentialDriverLicenses",
@@ -157,6 +158,7 @@ export declare const prospectFileGroupsMap: {
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  majorContracts: string;
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  payrollRegister: string;
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  litigationSummary: string;
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+ fieldAppraisal: string;
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  confidential: string;
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  confidentialPersonalFinancial: string;
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  confidentialDriverLicenses: string;
package/models/Prospect.model.js CHANGED
@@ -39,6 +39,95 @@ exports.prospectFieldsDictionary = {
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  closingPoints: 'Closing Points',
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  comments: 'Comments',
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  };
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+ const sharepointFoldersDictionary = {
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+ // TOP
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+ legal: 'Legal',
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+ portfolio: 'Portfolio',
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+ underwriting: 'Underwriting',
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+ // > Legal
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+ drafts: 'Drafts',
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+ finalDocuments: 'Final Documents',
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+ // > Portfolio
51
+ APReports: '01. AP Reports',
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+ ARReports: '02. AR Reports',
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+ borrowingBaseCertificatesAndBackup: '03. Borrowing Base Certificates and Backup',
54
+ financials: '04. Financials',
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+ inventory: '05. Inventory',
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+ machineryEquipment: '06. Machinery & Equipment',
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+ taxes: '07. Taxes',
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+ insurance: '08. Insurance',
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+ fieldExams: '09. Field Exams',
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+ payments: '10. Payments',
61
+ interestStatements: '11. Interest Statements',
62
+ leasesRealEstate: '12. Leases & Real Estate',
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+ agreementsContracts: '13. Agreements & Contracts',
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+ liensLitigation: '14. Liens & Litigation',
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+ verifications: '15. Verifications',
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+ onlineBankingInstructions: '16. Online Banking Instructions',
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+ compliance: '17. Compliance',
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+ portfolio_other: '18. Other',
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+ // > Underwriting
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+ dueDiligence: '01. Due Diligence',
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+ loi: '02. LOI',
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+ loanMemoApprovals: '03. Loan Memo & Approvals',
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+ // > Underwriting > 02. LOI
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+ loiTemplates: 'zz Templates',
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+ // > Underwriting > 03. Loan Memo & Approvals
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+ loanMemo: '01. Loan Memo',
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+ dataTablesWorkings: '02. Data, Tables & Workings',
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+ approvalEmails: '03. Approval Emails',
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+ templatesSamples: 'zz Templates and Samples',
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+ // > Underwriting > 01. Due Diligence
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+ corporateDocuments: '01. Corporate Documents',
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+ // > Underwriting > 01. Due Diligence > 01. Corporate Documents
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+ organizationDocumentsGoodStandings: 'a. Organization Documents and Good Standings',
84
+ disclosureSchedule: 'b. Disclosure Schedule',
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+ corporateDocuments_insurance: 'c. Insurance',
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+ ownership: 'd. Ownership',
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+ officersManagersStaff: 'e. Officers, Managers, Staff',
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+ // > Underwriting > 01. Due Diligence
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+ lienLitigationSearchesTaxes: '02. Lien & Litigation Searches and Taxes',
90
+ // > Underwriting > 01. Due Diligence > 02. Lien & Litigation Searches and Taxes
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+ lienLitigationSearch: 'a. Lien & Litigation Search',
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+ disclosedLitigations: 'b. Disclosed Litigations',
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+ payrollTaxStatementsProofOfPayment: 'c. Payroll Tax Statements & Proof of Payment',
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+ incomeTaxReturns: 'd. Income Tax Returns',
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+ personalPropertyTaxStatementsProofOfPayment: 'e. Personal Property Tax Statements and Proof of Payment',
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+ // > Underwriting > 01. Due Diligence
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+ KYC: '03. KYC',
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+ // > Underwriting > 01. Due Diligence
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+ collateral: '04. Collateral',
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+ // > Underwriting > 01. Due Diligence > 04. Collateral
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+ collateral_inventory: 'a. Inventory',
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+ receivables: 'b. Receivables',
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+ equipment: 'c. Equipment',
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+ fieldExamAppraisals: 'd. Field Exam & Appraisals',
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+ borrowingBases: 'e. Borrowing Bases',
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+ // > Underwriting > 01. Due Diligence
107
+ financialsBankStatements: '05. Financials and Bank Statements',
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+ // > Underwriting > 01. Due Diligence > 05. Financials and Bank Statements
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+ historicalFinancials: 'a. Historical Financials',
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+ projections: 'b. Projections',
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+ accountsPayables: 'd. Accounts Payables',
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+ currentDebt: 'e. Current Debt',
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+ // > Underwriting > 01. Due Diligence
114
+ majorContracts: '06. Major Contracts',
115
+ // > Underwriting > 01. Due Diligence > 06. Major Contracts
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+ leases: 'a. Leases',
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+ it: 'b. IT',
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+ majorContracts_other: 'c. Other',
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+ // > Underwriting > 01. Due Diligence
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+ intellectualProperty: '07. Intellectual Property',
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+ // > Underwriting > 01. Due Diligence
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+ fieldExamRequests: '08. Field Exam Requests',
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+ // > Underwriting > 01. Due Diligence
124
+ customerVendorLists: '09. Customer & Vendor Lists',
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+ // > Underwriting > 01. Due Diligence
126
+ other: '10. Other',
127
+ // > Underwriting > 01. Due Diligence
128
+ standardEmailAttachments: 'zz Standard Email Attachments',
129
+ underwriting_templates: 'zz Templates',
130
+ };
42
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  var EProspectPriority;
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  (function (EProspectPriority) {
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  EProspectPriority["LOW"] = "LOW";
@@ -94,6 +183,7 @@ var EProspectFileGroups;
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  EProspectFileGroups["websites"] = "websites";
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  EProspectFileGroups["perfectionCertificate"] = "perfectionCertificate";
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  EProspectFileGroups["other"] = "other";
186
+ EProspectFileGroups["fieldAppraisal"] = "fieldAppraisal";
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  EProspectFileGroups["confidential"] = "confidential";
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  EProspectFileGroups["confidentialPersonalFinancial"] = "confidentialPersonalFinancial";
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  EProspectFileGroups["confidentialDriverLicenses"] = "confidentialDriverLicenses";
@@ -121,6 +211,7 @@ exports.prospectFileGroups = [
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  EProspectFileGroups.confidentialPersonalFinancial,
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  EProspectFileGroups.confidentialDriverLicenses,
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  EProspectFileGroups.confidentialReferences,
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+ EProspectFileGroups.fieldAppraisal,
124
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  ProspectInfoStageOne_model_1.ExternalProspectStageOneTables.detailsOfCurrentDebt,
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  ProspectInfoStageOne_model_1.ExternalProspectStageOneTables.litigation,
126
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  ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.financialInformation,
@@ -150,6 +241,7 @@ exports.prospectFileGroupsMap = {
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  [EProspectFileGroups.majorContracts]: 'Major Contracts',
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  [EProspectFileGroups.payrollRegister]: 'Payroll Register',
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  [EProspectFileGroups.litigationSummary]: 'Litigation Summary',
244
+ [EProspectFileGroups.fieldAppraisal]: 'Field Appraisal or Audit Requests',
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  [EProspectFileGroups.confidential]: 'Confidential',
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  [EProspectFileGroups.confidentialPersonalFinancial]: 'Personal Financial Statements',
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  [EProspectFileGroups.confidentialDriverLicenses]: 'Driver Licenses',
@@ -215,51 +307,51 @@ const externalProspectInitialInfo = () => ({
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.financialInformation]: [
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
310
+ _sharepointFolder: sharepointFoldersDictionary.historicalFinancials,
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  title: 'Prior 2 years and YTD Income Statement & Balance Sheet in Excel Format',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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+ _sharepointFolder: sharepointFoldersDictionary.projections,
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  title: 'Currently Monthly Projections',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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+ _sharepointFolder: sharepointFoldersDictionary.accountsPayables,
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  title: 'Last 3 Month Bank Statements',
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  },
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- {
229
- _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Prior 2 year Tax Returns',
231
- },
232
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  ],
233
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivables]: [
234
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
236
- title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
327
+ _sharepointFolder: sharepointFoldersDictionary.accountsPayables,
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+ title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
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  },
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  {
239
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
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+ title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: A/R dilution (write-offs) for the trailing 3 months and 12 months',
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+ title: 'Excel Format: A/R dilution (write-offs) for the trailing 3 months and 12 months',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Outstanding / held checks list',
340
+ title: 'Excel Format: Outstanding / held checks list',
249
341
  },
250
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  {
251
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
344
+ title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
253
345
  },
254
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  ],
255
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivablesLists]: [
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Customer list with name, contact name, phone, email and address',
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+ title: 'Excel Format: Customer list with name, contact name, phone, email and address',
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  },
260
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  {
261
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Vendor list with name, contact name, phone, email and address',
354
+ title: 'Excel Format: Vendor list with name, contact name, phone, email and address',
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  },
264
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  ],
265
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivablesExtra]: [
package/models/Prospect.model.ts CHANGED
@@ -39,6 +39,112 @@ export const prospectFieldsDictionary: TDictionary = {
39
39
  comments: 'Comments',
40
40
  };
41
41
 
42
+ const sharepointFoldersDictionary: Record<string, string> = {
43
+ // TOP
44
+ legal: 'Legal',
45
+ portfolio: 'Portfolio',
46
+ underwriting: 'Underwriting',
47
+
48
+ // > Legal
49
+ drafts: 'Drafts',
50
+ finalDocuments: 'Final Documents',
51
+
52
+ // > Portfolio
53
+ APReports: '01. AP Reports',
54
+ ARReports: '02. AR Reports',
55
+ borrowingBaseCertificatesAndBackup: '03. Borrowing Base Certificates and Backup',
56
+ financials: '04. Financials',
57
+ inventory: '05. Inventory',
58
+ machineryEquipment: '06. Machinery & Equipment',
59
+ taxes: '07. Taxes',
60
+ insurance: '08. Insurance',
61
+ fieldExams: '09. Field Exams',
62
+ payments: '10. Payments',
63
+ interestStatements: '11. Interest Statements',
64
+ leasesRealEstate: '12. Leases & Real Estate',
65
+ agreementsContracts: '13. Agreements & Contracts',
66
+ liensLitigation: '14. Liens & Litigation',
67
+ verifications: '15. Verifications',
68
+ onlineBankingInstructions: '16. Online Banking Instructions',
69
+ compliance: '17. Compliance',
70
+ portfolio_other: '18. Other',
71
+
72
+ // > Underwriting
73
+ dueDiligence: '01. Due Diligence',
74
+ loi: '02. LOI',
75
+ loanMemoApprovals: '03. Loan Memo & Approvals',
76
+
77
+ // > Underwriting > 02. LOI
78
+ loiTemplates: 'zz Templates',
79
+
80
+ // > Underwriting > 03. Loan Memo & Approvals
81
+ loanMemo: '01. Loan Memo',
82
+ dataTablesWorkings: '02. Data, Tables & Workings',
83
+ approvalEmails: '03. Approval Emails',
84
+ templatesSamples: 'zz Templates and Samples',
85
+
86
+ // > Underwriting > 01. Due Diligence
87
+ corporateDocuments: '01. Corporate Documents',
88
+ // > Underwriting > 01. Due Diligence > 01. Corporate Documents
89
+ organizationDocumentsGoodStandings: 'a. Organization Documents and Good Standings',
90
+ disclosureSchedule: 'b. Disclosure Schedule',
91
+ corporateDocuments_insurance: 'c. Insurance',
92
+ ownership: 'd. Ownership',
93
+ officersManagersStaff: 'e. Officers, Managers, Staff',
94
+
95
+ // > Underwriting > 01. Due Diligence
96
+ lienLitigationSearchesTaxes: '02. Lien & Litigation Searches and Taxes',
97
+ // > Underwriting > 01. Due Diligence > 02. Lien & Litigation Searches and Taxes
98
+ lienLitigationSearch: 'a. Lien & Litigation Search',
99
+ disclosedLitigations: 'b. Disclosed Litigations',
100
+ payrollTaxStatementsProofOfPayment: 'c. Payroll Tax Statements & Proof of Payment',
101
+ incomeTaxReturns: 'd. Income Tax Returns',
102
+ personalPropertyTaxStatementsProofOfPayment: 'e. Personal Property Tax Statements and Proof of Payment',
103
+
104
+ // > Underwriting > 01. Due Diligence
105
+ KYC: '03. KYC',
106
+
107
+ // > Underwriting > 01. Due Diligence
108
+ collateral: '04. Collateral',
109
+ // > Underwriting > 01. Due Diligence > 04. Collateral
110
+ collateral_inventory: 'a. Inventory',
111
+ receivables: 'b. Receivables',
112
+ equipment: 'c. Equipment',
113
+ fieldExamAppraisals: 'd. Field Exam & Appraisals',
114
+ borrowingBases: 'e. Borrowing Bases',
115
+
116
+ // > Underwriting > 01. Due Diligence
117
+ financialsBankStatements: '05. Financials and Bank Statements',
118
+ // > Underwriting > 01. Due Diligence > 05. Financials and Bank Statements
119
+ historicalFinancials: 'a. Historical Financials',
120
+ projections: 'b. Projections',
121
+ accountsPayables: 'd. Accounts Payables',
122
+ currentDebt: 'e. Current Debt',
123
+
124
+ // > Underwriting > 01. Due Diligence
125
+ majorContracts: '06. Major Contracts',
126
+ // > Underwriting > 01. Due Diligence > 06. Major Contracts
127
+ leases: 'a. Leases',
128
+ it: 'b. IT',
129
+ majorContracts_other: 'c. Other',
130
+
131
+ // > Underwriting > 01. Due Diligence
132
+ intellectualProperty: '07. Intellectual Property',
133
+
134
+ // > Underwriting > 01. Due Diligence
135
+ fieldExamRequests: '08. Field Exam Requests',
136
+
137
+ // > Underwriting > 01. Due Diligence
138
+ customerVendorLists: '09. Customer & Vendor Lists',
139
+
140
+ // > Underwriting > 01. Due Diligence
141
+ other: '10. Other',
142
+
143
+ // > Underwriting > 01. Due Diligence
144
+ standardEmailAttachments: 'zz Standard Email Attachments',
145
+ underwriting_templates: 'zz Templates',
146
+ };
147
+
42
148
  enum EProspectPriority {
43
149
  LOW = 'LOW',
44
150
  MEDIUM = 'MEDIUM',
@@ -159,6 +265,7 @@ export enum EProspectFileGroups {
159
265
  websites = 'websites',
160
266
  perfectionCertificate = 'perfectionCertificate',
161
267
  other = 'other',
268
+ fieldAppraisal = 'fieldAppraisal',
162
269
 
163
270
  confidential = 'confidential',
164
271
  confidentialPersonalFinancial = 'confidentialPersonalFinancial',
@@ -190,6 +297,7 @@ export const prospectFileGroups: string[] = [
190
297
  EProspectFileGroups.confidentialPersonalFinancial,
191
298
  EProspectFileGroups.confidentialDriverLicenses,
192
299
  EProspectFileGroups.confidentialReferences,
300
+ EProspectFileGroups.fieldAppraisal,
193
301
 
194
302
  ExternalProspectStageOneTables.detailsOfCurrentDebt,
195
303
  ExternalProspectStageOneTables.litigation,
@@ -221,6 +329,7 @@ export const prospectFileGroupsMap = {
221
329
  [EProspectFileGroups.majorContracts]: 'Major Contracts',
222
330
  [EProspectFileGroups.payrollRegister]: 'Payroll Register',
223
331
  [EProspectFileGroups.litigationSummary]: 'Litigation Summary',
332
+ [EProspectFileGroups.fieldAppraisal]: 'Field Appraisal or Audit Requests',
224
333
 
225
334
  [EProspectFileGroups.confidential]: 'Confidential',
226
335
  [EProspectFileGroups.confidentialPersonalFinancial]: 'Personal Financial Statements',
@@ -290,51 +399,51 @@ export const externalProspectInitialInfo = (): IProspectExternalNew => ({
290
399
  [ExternalProspectStageTwoTables.financialInformation]: [
291
400
  {
292
401
  _id: `new_${getUUID()}`,
402
+ _sharepointFolder: sharepointFoldersDictionary.historicalFinancials,
293
403
  title: 'Prior 2 years and YTD Income Statement & Balance Sheet in Excel Format',
294
404
  },
295
405
  {
296
406
  _id: `new_${getUUID()}`,
407
+ _sharepointFolder: sharepointFoldersDictionary.projections,
297
408
  title: 'Currently Monthly Projections',
298
409
  },
299
410
  {
300
411
  _id: `new_${getUUID()}`,
412
+ _sharepointFolder: sharepointFoldersDictionary.accountsPayables,
301
413
  title: 'Last 3 Month Bank Statements',
302
414
  },
303
- {
304
- _id: `new_${getUUID()}`,
305
- title: 'Prior 2 year Tax Returns',
306
- },
307
415
  ],
308
416
  [ExternalProspectStageTwoTables.accountsReceivables]: [
309
417
  {
310
418
  _id: `new_${getUUID()}`,
311
- title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
419
+ _sharepointFolder: sharepointFoldersDictionary.accountsPayables,
420
+ title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
312
421
  },
313
422
  {
314
423
  _id: `new_${getUUID()}`,
315
- title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
424
+ title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
316
425
  },
317
426
  {
318
427
  _id: `new_${getUUID()}`,
319
- title: 'Excel Format: A/R dilution (write-offs) for the trailing 3 months and 12 months',
428
+ title: 'Excel Format: A/R dilution (write-offs) for the trailing 3 months and 12 months',
320
429
  },
321
430
  {
322
431
  _id: `new_${getUUID()}`,
323
- title: 'Excel Format: Outstanding / held checks list',
432
+ title: 'Excel Format: Outstanding / held checks list',
324
433
  },
325
434
  {
326
435
  _id: `new_${getUUID()}`,
327
- title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
436
+ title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
328
437
  },
329
438
  ],
330
439
  [ExternalProspectStageTwoTables.accountsReceivablesLists]: [
331
440
  {
332
441
  _id: `new_${getUUID()}`,
333
- title: 'Excel Format: Customer list with name, contact name, phone, email and address',
442
+ title: 'Excel Format: Customer list with name, contact name, phone, email and address',
334
443
  },
335
444
  {
336
445
  _id: `new_${getUUID()}`,
337
- title: 'Excel Format: Vendor list with name, contact name, phone, email and address',
446
+ title: 'Excel Format: Vendor list with name, contact name, phone, email and address',
338
447
  },
339
448
  ],
340
449
  [ExternalProspectStageTwoTables.accountsReceivablesExtra]: [
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "gemcap-be-common",
3
- "version": "1.4.34",
3
+ "version": "1.4.36",
4
4
  "description": "",
5
5
  "main": "index.js",
6
6
  "scripts": {