gemcap-be-common 1.4.37 → 1.4.39
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.
package/models/Prospect.model.js
CHANGED
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@@ -40,6 +40,8 @@ exports.prospectFieldsDictionary = {
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comments: 'Comments',
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};
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exports.sharepointFoldersDictionary = {
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confidential: 'Confidential - Personal Information',
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confidentialDeclined: 'Declined',
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// TOP
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legal: 'Legal',
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portfolio: 'Portfolio',
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@@ -281,7 +283,7 @@ const externalProspectInitialInfo = () => ({
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businessDescription: '',
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[ProspectInfoStageOne_model_1.ExternalProspectStageOneTables.litigation]: [
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Describe any previous, current or threatened litigation. If no litigation, please state “No previous, current or threatened litigation".',
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comment: '',
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},
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@@ -295,73 +297,73 @@ const externalProspectInitialInfo = () => ({
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.addressesOfOffices]: [],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.addressesOfWarehouses]: [],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.topCustomers]: [
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{ _id:
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{ _id:
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{ _id:
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{ _id:
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{ _id:
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{ _id: (0, main_helper_1.getUUID)(), name: '', value: '' },
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{ _id: (0, main_helper_1.getUUID)(), name: '', value: '' },
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{ _id: (0, main_helper_1.getUUID)(), name: '', value: '' },
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{ _id: (0, main_helper_1.getUUID)(), name: '', value: '' },
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{ _id: (0, main_helper_1.getUUID)(), name: '', value: '' },
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],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.itSystems]: [],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.insuranceBrokers]: [],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.insurancePolicies]: [],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.financialInformation]: [
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{
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_id:
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_id: (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:
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_id: (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:
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_id: (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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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivables]: [
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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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:
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_id: (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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},
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{
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_id:
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_id: (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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},
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Excel Format: Outstanding / held checks list',
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},
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{
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_id:
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_id: (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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},
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],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivablesLists]: [
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{
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_id:
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_id: (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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},
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{
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_id:
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_id: (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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},
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],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivablesExtra]: [
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Describe any problems collecting AR in the last 2 years.',
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comment: '',
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},
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Detail any relationships where AR and AP are to the same person (i.e. a supplier is also a customer)',
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comment: '',
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},
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@@ -370,35 +372,35 @@ const externalProspectInitialInfo = () => ({
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.inventoryInformation]: [],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.inventoryInformationDetails]: [
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'How often is a physical inventory conducted?',
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},
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'What is the historical physical inventory discrepancy for the past 2 years?',
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},
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],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.inventoryInformationFiles]: [
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Excel Format: Current inventory report by SKU. Include breakdown by Raw, WIP and FG',
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},
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Excel Format: If possible either (a) inventory turnover report by SKU or (b) sales by SKU by month for trailing 12 months',
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},
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{ _id:
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{ _id: (0, main_helper_1.getUUID)(), title: 'Excel Format: Old and/or obsolete / damaged inventory report' },
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],
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[ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.equipment]: [
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{ _id:
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{ _id: (0, main_helper_1.getUUID)(), title: 'Current schedule of fixed assets and depreciation schedule' },
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{
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_id:
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_id: (0, main_helper_1.getUUID)(),
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title: 'Depreciation schedule for such assets, specifically for the equipment for this proposed financing',
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},
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{ _id:
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{ _id:
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{ _id:
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{ _id: (0, main_helper_1.getUUID)(), title: 'Copies of invoices for equipment purchases over $50,000' },
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{ _id: (0, main_helper_1.getUUID)(), title: 'Copies of any calibration certificates and schedule of due dates' },
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{ _id: (0, main_helper_1.getUUID)(), title: 'Copies of titles for titled equipment' },
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{ _id: (0, main_helper_1.getUUID)(), title: 'Copy of any prior appraisals' },
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],
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},
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notes: [],
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package/models/Prospect.model.ts
CHANGED
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@@ -40,6 +40,9 @@ export const prospectFieldsDictionary: TDictionary = {
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};
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export const sharepointFoldersDictionary: Record<string, string> = {
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confidential: 'Confidential - Personal Information',
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confidentialDeclined: 'Declined',
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// TOP
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legal: 'Legal',
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portfolio: 'Portfolio',
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@@ -373,7 +376,7 @@ export const externalProspectInitialInfo = (): IProspectExternalNew => ({
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businessDescription: '',
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[ExternalProspectStageOneTables.litigation]: [
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{
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_id:
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_id: getUUID(),
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title: 'Describe any previous, current or threatened litigation. If no litigation, please state “No previous, current or threatened litigation".',
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comment: '',
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},
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[ExternalProspectStageTwoTables.addressesOfOffices]: [],
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[ExternalProspectStageTwoTables.addressesOfWarehouses]: [],
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[ExternalProspectStageTwoTables.topCustomers]: [
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{ _id:
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{ _id:
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{ _id:
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{ _id: getUUID(), name: '', value: '' },
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{ _id: getUUID(), name: '', value: '' },
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{ _id: getUUID(), name: '', value: '' },
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{ _id: getUUID(), name: '', value: '' },
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{ _id: getUUID(), name: '', value: '' },
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],
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[ExternalProspectStageTwoTables.itSystems]: [],
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[ExternalProspectStageTwoTables.insuranceBrokers]: [],
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[ExternalProspectStageTwoTables.insurancePolicies]: [],
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[ExternalProspectStageTwoTables.financialInformation]: [
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{
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_id:
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_id: 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:
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_id: 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:
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_id: 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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],
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[ExternalProspectStageTwoTables.accountsReceivables]: [
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{
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_id:
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_id:getUUID(),
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_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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{
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_id:
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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:
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_id: 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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},
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{
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_id:
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_id: getUUID(),
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title: 'Excel Format: Outstanding / held checks list',
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},
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{
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_id:
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_id: 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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},
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],
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[ExternalProspectStageTwoTables.accountsReceivablesLists]: [
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{
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_id:
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_id: getUUID(),
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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:
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_id: getUUID(),
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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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[ExternalProspectStageTwoTables.accountsReceivablesExtra]: [
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{
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_id:
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_id: getUUID(),
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title: 'Describe any problems collecting AR in the last 2 years.',
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comment: '',
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},
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{
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_id:
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_id: getUUID(),
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title: 'Detail any relationships where AR and AP are to the same person (i.e. a supplier is also a customer)',
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comment: '',
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},
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[ExternalProspectStageTwoTables.inventoryInformation]: [],
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[ExternalProspectStageTwoTables.inventoryInformationDetails]: [
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{
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_id:
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_id: getUUID(),
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title: 'How often is a physical inventory conducted?',
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},
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{
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_id:
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_id: getUUID(),
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title: 'What is the historical physical inventory discrepancy for the past 2 years?',
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},
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],
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[ExternalProspectStageTwoTables.inventoryInformationFiles]: [
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{
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_id:
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_id: getUUID(),
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title: 'Excel Format: Current inventory report by SKU. Include breakdown by Raw, WIP and FG',
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},
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{
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_id:
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_id: getUUID(),
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title: 'Excel Format: If possible either (a) inventory turnover report by SKU or (b) sales by SKU by month for trailing 12 months',
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},
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{ _id:
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{ _id: getUUID(), title: 'Excel Format: Old and/or obsolete / damaged inventory report' },
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],
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[ExternalProspectStageTwoTables.equipment]: [
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{ _id:
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{ _id: getUUID(), title: 'Current schedule of fixed assets and depreciation schedule' },
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{
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_id:
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_id: getUUID(),
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title: 'Depreciation schedule for such assets, specifically for the equipment for this proposed financing',
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},
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{ _id:
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{ _id:
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{ _id:
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{ _id:
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+
{ _id: getUUID(), title: 'Copies of invoices for equipment purchases over $50,000' },
|
|
494
|
+
{ _id: getUUID(), title: 'Copies of any calibration certificates and schedule of due dates' },
|
|
495
|
+
{ _id: getUUID(), title: 'Copies of titles for titled equipment' },
|
|
496
|
+
{ _id: getUUID(), title: 'Copy of any prior appraisals' },
|
|
494
497
|
],
|
|
495
498
|
},
|
|
496
499
|
notes: [],
|
|
@@ -12,6 +12,7 @@ export interface IProspectFile {
|
|
|
12
12
|
type: EProspectFileType;
|
|
13
13
|
prospectId: mongoose.Types.ObjectId;
|
|
14
14
|
group?: string;
|
|
15
|
+
groupSpecial?: string;
|
|
15
16
|
rowId?: string;
|
|
16
17
|
auditorId?: mongoose.Types.ObjectId;
|
|
17
18
|
isConfidential?: boolean;
|
|
@@ -48,6 +49,9 @@ export const ProspectFileSchema = new mongoose.Schema<IProspectFileDoc>({
|
|
|
48
49
|
group: {
|
|
49
50
|
type: String,
|
|
50
51
|
},
|
|
52
|
+
groupSpecial: {
|
|
53
|
+
type: String,
|
|
54
|
+
},
|
|
51
55
|
rowId: {
|
|
52
56
|
type: String,
|
|
53
57
|
},
|