gemcap-be-common 1.4.40 → 1.4.42

package/models/Prospect.model.d.ts

@@ -30,7 +30,75 @@ import { TDictionary } from '../helpers/main.helper';
 import { ICRMProspectInfoNote } from './ProspectInfoNote.model';
 import { IProspectFile } from './ProspectFile.model';
 export declare const prospectFieldsDictionary: TDictionary;
-export declare const sharepointFoldersDictionary: Record<string, string>;
+export declare const sharepointFoldersDictionary: {
+    readonly confidential: "Confidential - Personal Information";
+    readonly confidentialDeclined: "Declined";
+    readonly legal: "Legal";
+    readonly portfolio: "Portfolio";
+    readonly underwriting: "Underwriting";
+    readonly drafts: "Drafts";
+    readonly finalDocuments: "Final Documents";
+    readonly APReports: "01. AP Reports";
+    readonly ARReports: "02. AR Reports";
+    readonly borrowingBaseCertificatesAndBackup: "03. Borrowing Base Certificates and Backup";
+    readonly financials: "04. Financials";
+    readonly inventory: "05. Inventory";
+    readonly machineryEquipment: "06. Machinery & Equipment";
+    readonly taxes: "07. Taxes";
+    readonly insurance: "08. Insurance";
+    readonly fieldExams: "09. Field Exams";
+    readonly payments: "10. Payments";
+    readonly interestStatements: "11. Interest Statements";
+    readonly leasesRealEstate: "12. Leases & Real Estate";
+    readonly agreementsContracts: "13. Agreements & Contracts";
+    readonly liensLitigation: "14. Liens & Litigation";
+    readonly verifications: "15. Verifications";
+    readonly onlineBankingInstructions: "16. Online Banking Instructions";
+    readonly compliance: "17. Compliance";
+    readonly portfolio_other: "18. Other";
+    readonly dueDiligence: "01. Due Diligence";
+    readonly loi: "02. LOI";
+    readonly loanMemoApprovals: "03. Loan Memo & Approvals";
+    readonly loiTemplates: "zz Templates";
+    readonly loanMemo: "01. Loan Memo";
+    readonly dataTablesWorkings: "02. Data, Tables & Workings";
+    readonly approvalEmails: "03. Approval Emails";
+    readonly templatesSamples: "zz Templates and Samples";
+    readonly corporateDocuments: "01. Corporate Documents";
+    readonly organizationDocumentsGoodStandings: "a. Organization Documents and Good Standings";
+    readonly disclosureSchedule: "b. Disclosure Schedule";
+    readonly corporateDocuments_insurance: "c. Insurance";
+    readonly ownership: "d. Ownership";
+    readonly officersManagersStaff: "e. Officers, Managers, Staff";
+    readonly lienLitigationSearchesTaxes: "02. Lien & Litigation Searches and Taxes";
+    readonly lienLitigationSearch: "a. Lien & Litigation Search";
+    readonly disclosedLitigations: "b. Disclosed Litigations";
+    readonly payrollTaxStatementsProofOfPayment: "c. Payroll Tax Statements & Proof of Payment";
+    readonly incomeTaxReturns: "d. Income Tax Returns";
+    readonly personalPropertyTaxStatementsProofOfPayment: "e. Personal Property Tax Statements and Proof of Payment";
+    readonly KYC: "03. KYC";
+    readonly collateral: "04. Collateral";
+    readonly collateral_inventory: "a. Inventory";
+    readonly receivables: "b. Receivables";
+    readonly equipment: "c. Equipment";
+    readonly fieldExamAppraisals: "d. Field Exam & Appraisals";
+    readonly borrowingBases: "e. Borrowing Bases";
+    readonly financialsBankStatements: "05. Financials and Bank Statements";
+    readonly historicalFinancials: "a. Historical Financials";
+    readonly projections: "b. Projections";
+    readonly accountsPayables: "d. Accounts Payables";
+    readonly currentDebt: "e. Current Debt";
+    readonly majorContracts: "06. Major Contracts";
+    readonly leases: "a. Leases";
+    readonly it: "b. IT";
+    readonly majorContracts_other: "c. Other";
+    readonly intellectualProperty: "07. Intellectual Property";
+    readonly fieldExamRequests: "08. Field Exam Requests";
+    readonly customerVendorLists: "09. Customer & Vendor Lists";
+    readonly other: "10. Other";
+    readonly standardEmailAttachments: "zz Standard Email Attachments";
+    readonly underwriting_templates: "zz Templates";
+};
 declare enum EProspectPriority {
     LOW = "LOW",
     MEDIUM = "MEDIUM",
@@ -130,6 +198,7 @@ export declare enum EProspectFileGroups {
     projections = "projections",
     accountsPayables = "accountsPayables",
     collateralSales = "collateralSales",
+    receivables = "receivables",
     taxes = "taxes",
     taxesIncome = "taxesIncome",
     taxesProperty = "taxesProperty",

package/models/Prospect.model.js

@@ -175,6 +175,7 @@ var EProspectFileGroups;
     EProspectFileGroups["projections"] = "projections";
     EProspectFileGroups["accountsPayables"] = "accountsPayables";
     EProspectFileGroups["collateralSales"] = "collateralSales";
+    EProspectFileGroups["receivables"] = "receivables";
     EProspectFileGroups["taxes"] = "taxes";
     EProspectFileGroups["taxesIncome"] = "taxesIncome";
     EProspectFileGroups["taxesProperty"] = "taxesProperty";
@@ -312,40 +313,44 @@ const externalProspectInitialInfo = () => ({
             [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.financialInformation]: [
                 {
                     _id: (0, main_helper_1.getUUID)(),
-                    _sharepointFolder: exports.sharepointFoldersDictionary.historicalFinancials,
+                    _sharepointFolder: 'historicalFinancials',
                     title: 'Prior 2 years and YTD Income Statement & Balance Sheet in Excel Format',
                 },
                 {
                     _id: (0, main_helper_1.getUUID)(),
-                    _sharepointFolder: exports.sharepointFoldersDictionary.projections,
+                    _sharepointFolder: 'projections',
                     title: 'Currently Monthly Projections',
                 },
                 {
                     _id: (0, main_helper_1.getUUID)(),
-                    _sharepointFolder: exports.sharepointFoldersDictionary.accountsPayables,
+                    _sharepointFolder: 'accountsPayables',
                     title: 'Last 3 Month Bank Statements',
                 },
             ],
             [ProspectInfoStageTwo_model_1.ExternalProspectStageTwoTables.accountsReceivables]: [
                 {
                     _id: (0, main_helper_1.getUUID)(),
-                    _sharepointFolder: exports.sharepointFoldersDictionary.accountsPayables,
+                    _sharepointFolder: 'accountsPayables',
                     title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
                 },
                 {
                     _id: (0, main_helper_1.getUUID)(),
+                    _sharepointFolder: 'receivables',
                     title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
                 },
                 {
                     _id: (0, main_helper_1.getUUID)(),
+                    _sharepointFolder: 'receivables',
                     title: 'Excel Format: A/R dilution (write-offs) for the trailing 3 months and 12 months',
                 },
                 {
                     _id: (0, main_helper_1.getUUID)(),
+                    _sharepointFolder: 'receivables',
                     title: 'Excel Format: Outstanding / held checks list',
                 },
                 {
                     _id: (0, main_helper_1.getUUID)(),
+                    _sharepointFolder: 'receivables',
                     title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
                 },
             ],

package/models/Prospect.model.ts

@@ -39,7 +39,7 @@ export const prospectFieldsDictionary: TDictionary = {
   comments: 'Comments',
 };
 
-export const sharepointFoldersDictionary: Record<string, string> = {
+export const sharepointFoldersDictionary = {
   confidential: 'Confidential - Personal Information',
   confidentialDeclined: 'Declined',
 
@@ -146,7 +146,11 @@ export const sharepointFoldersDictionary: Record<string, string> = {
   // > Underwriting > 01. Due Diligence
   standardEmailAttachments: 'zz Standard Email Attachments',
   underwriting_templates: 'zz Templates',
-};
+} as const;
+
+export type TSharepointFolderKey = keyof typeof sharepointFoldersDictionary;
+export type TSharepointFolderValue = typeof sharepointFoldersDictionary[TSharepointFolderKey];
+export type TSharepointFolder = typeof sharepointFoldersDictionary[TSharepointFolderKey];
 
 enum EProspectPriority {
   LOW = 'LOW',
@@ -258,6 +262,7 @@ export enum EProspectFileGroups {
   projections = 'projections',
   accountsPayables = 'accountsPayables',
   collateralSales = 'collateralSales',
+  receivables = 'receivables',
   taxes = 'taxes',
   taxesIncome = 'taxesIncome',
   taxesProperty = 'taxesProperty',
@@ -405,40 +410,44 @@ export const externalProspectInitialInfo = (): IProspectExternalNew => ({
       [ExternalProspectStageTwoTables.financialInformation]: [
         {
           _id: getUUID(),
-          _sharepointFolder: sharepointFoldersDictionary.historicalFinancials,
+          _sharepointFolder: 'historicalFinancials',
           title: 'Prior 2 years and YTD Income Statement & Balance Sheet in Excel Format',
         },
         {
           _id: getUUID(),
-          _sharepointFolder: sharepointFoldersDictionary.projections,
+          _sharepointFolder: 'projections',
           title: 'Currently Monthly Projections',
         },
         {
           _id: getUUID(),
-          _sharepointFolder: sharepointFoldersDictionary.accountsPayables,
+          _sharepointFolder: 'accountsPayables',
           title: 'Last 3 Month Bank Statements',
         },
       ],
       [ExternalProspectStageTwoTables.accountsReceivables]: [
         {
           _id:getUUID(),
-          _sharepointFolder: sharepointFoldersDictionary.accountsPayables,
+          _sharepointFolder: 'accountsPayables',
           title: 'Excel Format: Current and past 12 months A/P aging report by invoice date',
         },
         {
           _id: getUUID(),
+          _sharepointFolder: 'receivables',
           title: 'Excel Format: Current and past 12 months A/R aging report by invoice date',
         },
         {
           _id: getUUID(),
+          _sharepointFolder: 'receivables',
           title: 'Excel Format: A/R dilution (write-offs) for the trailing 3 months and 12 months',
         },
         {
           _id: getUUID(),
+          _sharepointFolder: 'receivables',
           title: 'Excel Format: Outstanding / held checks list',
         },
         {
           _id: getUUID(),
+          _sharepointFolder: 'receivables',
           title: 'Excel Format: Average A/R and A/P turnover in days for the trailing 3 months and 12 months',
         },
       ],

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gemcap-be-common",
-  "version": "1.4.40",
+  "version": "1.4.42",
   "description": "",
   "main": "index.js",
   "scripts": {