gemcap-be-common 1.4.35 → 1.4.37

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 +1 -0
  2. package/models/Prospect.model.js +101 -12
  3. package/models/Prospect.model.ts +117 -11
  4. package/package.json +1 -1
  5. package/tsconfig.tsbuildinfo +1 -1
package/models/Prospect.model.d.ts CHANGED
@@ -30,6 +30,7 @@ import { TDictionary } from '../helpers/main.helper';
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  import { ICRMProspectInfoNote } from './ProspectInfoNote.model';
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  import { IProspectFile } from './ProspectFile.model';
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  export declare const prospectFieldsDictionary: TDictionary;
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+ export declare const sharepointFoldersDictionary: Record<string, string>;
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  declare enum EProspectPriority {
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  LOW = "LOW",
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  MEDIUM = "MEDIUM",
package/models/Prospect.model.js CHANGED
@@ -3,7 +3,7 @@ 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.Prospect = exports.ProspectSchema = exports.ProspectValidationSchema = exports.ProspectInfoValidationSchema = exports.ProspectInfoExternalValidationSchema = exports.baseFields = exports.externalProspectInitialInfo = exports.initialFileGroups = exports.NO_ROW_ID = exports.prospectFileGroupsMap = exports.prospectFileGroups = exports.EProspectFileGroups = exports.EProspectDeclineReason = exports.EProspectStatusDict = exports.EProspectStatus = exports.prospectFieldsDictionary = void 0;
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+ exports.Prospect = exports.ProspectSchema = exports.ProspectValidationSchema = exports.ProspectInfoValidationSchema = exports.ProspectInfoExternalValidationSchema = exports.baseFields = exports.externalProspectInitialInfo = exports.initialFileGroups = exports.NO_ROW_ID = exports.prospectFileGroupsMap = exports.prospectFileGroups = exports.EProspectFileGroups = exports.EProspectDeclineReason = exports.EProspectStatusDict = exports.EProspectStatus = exports.sharepointFoldersDictionary = exports.prospectFieldsDictionary = void 0;
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  const mongoose_1 = __importDefault(require("mongoose"));
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  const joi_1 = __importDefault(require("joi"));
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  const _models_1 = require("./_models");
@@ -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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+ exports.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
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+ APReports: '01. AP Reports',
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+ ARReports: '02. AR Reports',
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+ borrowingBaseCertificatesAndBackup: '03. Borrowing Base Certificates and Backup',
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+ 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',
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+ interestStatements: '11. Interest Statements',
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+ 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',
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+ 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',
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+ // > 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
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+ 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
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+ majorContracts: '06. Major Contracts',
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+ // > 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
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+ customerVendorLists: '09. Customer & Vendor Lists',
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+ // > Underwriting > 01. Due Diligence
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+ other: '10. Other',
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+ // > Underwriting > 01. Due Diligence
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+ standardEmailAttachments: 'zz Standard Email Attachments',
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+ underwriting_templates: 'zz Templates',
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+ };
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  var EProspectPriority;
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  (function (EProspectPriority) {
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  EProspectPriority["LOW"] = "LOW";
@@ -218,51 +307,51 @@ const externalProspectInitialInfo = () => ({
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.financialInformation]: [
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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+ _sharepointFolder: exports.sharepointFoldersDictionary.historicalFinancials,
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  title: 'Prior 2 years and YTD Income Statement & Balance Sheet in Excel Format',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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+ _sharepointFolder: exports.sharepointFoldersDictionary.projections,
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  title: 'Currently Monthly Projections',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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+ _sharepointFolder: exports.sharepointFoldersDictionary.accountsPayables,
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  title: 'Last 3 Month Bank Statements',
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  },
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- {
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- _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Prior 2 year Tax Returns',
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- },
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  ],
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivables]: [
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
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+ _sharepointFolder: exports.sharepointFoldersDictionary.accountsPayables,
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+ title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
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  },
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  {
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  _id: `new_${(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',
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+ title: 'Excel Format: Outstanding / held checks list',
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  },
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  {
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  _id: `new_${(0, main_helper_1.getUUID)()}`,
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- title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
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+ title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
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  },
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  ],
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivablesLists]: [
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  {
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  _id: `new_${(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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  },
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  {
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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',
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+ title: 'Excel Format: Vendor list with name, contact name, phone, email and address',
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  },
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  ],
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  [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivablesExtra]: [
package/models/Prospect.model.ts CHANGED
@@ -39,6 +39,112 @@ export const prospectFieldsDictionary: TDictionary = {
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  comments: 'Comments',
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  };
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+ export const sharepointFoldersDictionary: Record<string, string> = {
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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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+
48
+ // > Legal
49
+ drafts: 'Drafts',
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+ finalDocuments: 'Final Documents',
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+
52
+ // > Portfolio
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+ 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',
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+ machineryEquipment: '06. Machinery & Equipment',
59
+ 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',
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+ interestStatements: '11. Interest Statements',
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+ 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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+
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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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+
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+ // > Underwriting > 02. LOI
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+ loiTemplates: 'zz Templates',
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+
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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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+
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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',
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+ 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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+
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+ // > Underwriting > 01. Due Diligence
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+ lienLitigationSearchesTaxes: '02. Lien & Litigation Searches and Taxes',
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+ // > 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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+
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+ // > Underwriting > 01. Due Diligence
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+ KYC: '03. KYC',
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+
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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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+
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+ // > Underwriting > 01. Due Diligence
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+ 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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+
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+ // > Underwriting > 01. Due Diligence
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+ majorContracts: '06. Major Contracts',
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+ // > Underwriting > 01. Due Diligence > 06. Major Contracts
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+ leases: 'a. Leases',
128
+ it: 'b. IT',
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+ majorContracts_other: 'c. Other',
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+
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+ // > Underwriting > 01. Due Diligence
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+ intellectualProperty: '07. Intellectual Property',
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+
134
+ // > Underwriting > 01. Due Diligence
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+ fieldExamRequests: '08. Field Exam Requests',
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+
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+ // > Underwriting > 01. Due Diligence
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+ customerVendorLists: '09. Customer & Vendor Lists',
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+
140
+ // > Underwriting > 01. Due Diligence
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+ other: '10. Other',
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+
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+ // > Underwriting > 01. Due Diligence
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+ standardEmailAttachments: 'zz Standard Email Attachments',
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+ underwriting_templates: 'zz Templates',
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+ };
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+
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  enum EProspectPriority {
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  LOW = 'LOW',
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  MEDIUM = 'MEDIUM',
@@ -293,51 +399,51 @@ export const externalProspectInitialInfo = (): IProspectExternalNew => ({
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  [ExternalProspectStageTwoTables.financialInformation]: [
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  {
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  _id: `new_${getUUID()}`,
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+ _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_${getUUID()}`,
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+ _sharepointFolder: sharepointFoldersDictionary.projections,
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  title: 'Currently Monthly Projections',
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  },
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  {
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  _id: `new_${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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- {
307
- _id: `new_${getUUID()}`,
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- title: 'Prior 2 year Tax Returns',
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- },
310
415
  ],
311
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  [ExternalProspectStageTwoTables.accountsReceivables]: [
312
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  {
313
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  _id: `new_${getUUID()}`,
314
- 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',
315
421
  },
316
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  {
317
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  _id: `new_${getUUID()}`,
318
- title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
424
+ title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
319
425
  },
320
426
  {
321
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  _id: `new_${getUUID()}`,
322
- 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',
323
429
  },
324
430
  {
325
431
  _id: `new_${getUUID()}`,
326
- title: 'Excel Format: Outstanding / held checks list',
432
+ title: 'Excel Format: Outstanding / held checks list',
327
433
  },
328
434
  {
329
435
  _id: `new_${getUUID()}`,
330
- 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',
331
437
  },
332
438
  ],
333
439
  [ExternalProspectStageTwoTables.accountsReceivablesLists]: [
334
440
  {
335
441
  _id: `new_${getUUID()}`,
336
- title: 'Excel Format: Customer list with name, contact name, phone, email and address',
442
+ title: 'Excel Format: Customer list with name, contact name, phone, email and address',
337
443
  },
338
444
  {
339
445
  _id: `new_${getUUID()}`,
340
- 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',
341
447
  },
342
448
  ],
343
449
  [ExternalProspectStageTwoTables.accountsReceivablesExtra]: [
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "gemcap-be-common",
3
- "version": "1.4.35",
3
+ "version": "1.4.37",
4
4
  "description": "",
5
5
  "main": "index.js",
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6
  "scripts": {