Update kyc summary logic (#30)

Signed-off-by: Sean Sundberg <[email protected]>

.env.template

@@ -1,17 +1,22 @@
 IAM_URL=""
+
 WML_URL=""
+WML_PROJECT_ID=""
 MODEL_ID=""
-PROJECT_ID=""
+DISCOVERY_PROJECT_ID=""
 DECODING_METHOD=""
 MAX_NEW_TOKENS=""
 REPETITION_PENALTY=""
+
 DISCOVERY_URL=""
 DISCOVERY_VERSION=""
 
+KYC_SUMMARY_BASE_PATH=""
 CRA_BASE_PATH=""
 
 CRA_USERNAME=""
 CRA_PASSWORD=""
+CRA_API_KEY=""
 
 WML_API_KEY=""
 

src/models/kyc-case.model.ts

@@ -92,10 +92,10 @@ export const createEmptyCase = (): KycCaseModel => {
         id: 'new',
         customer: {
             name: '',
-            countryOfResidence: 'US',
+            countryOfResidence: 'United States',
             personalIdentificationNumber: '',
-            industryType: '',
-            entityType: '',
+            industryType: 'Private Limited Company',
+            entityType: 'Growing of rice',
         },
         status: 'New',
         documents: [],

src/services/kyc-case/kyc-case-management.mock.ts

@@ -1,6 +1,6 @@
 import {BehaviorSubject, Observable} from "rxjs";
-import mime from 'mime';
-import streamToBlob from 'stream-to-blob';
+import {getType} from 'mime';
+import * as streamToBlob from 'stream-to-blob';
 import * as Stream from "stream";
 
 import {CaseNotFound, KycCaseManagementApi} from "./kyc-case-management.api";
@@ -47,7 +47,7 @@ const initialValue: KycCaseModel[] = [
         id: '2',
         customer: {
             name: 'Jane Doe',
-            countryOfResidence: 'CA',
+            countryOfResidence: 'Canada',
             personalIdentificationNumber: 'AB1458690',
             entityType: 'Sole Trader',
             industryType: 'Extraction of crude petroleum',
@@ -294,12 +294,15 @@ export class KycCaseManagementMock implements KycCaseManagementApi {
 
         const api = Cp4adminCustomerRiskAssessmentCustomerRiskAssessmentApiFactory(config);
 
+        const body = {
+            nonPersonalEntityType: kycCase.customer.entityType,
+            nonPersonalGeographyType: kycCase.customer.countryOfResidence,
+            nonPersonalIndustryType: kycCase.customer.industryType,
+        };
+
+        console.log('Getting customer risk assessment: ', body)
         return api
-            .customerRiskAssessmentRiskAssessment({
-                nonPersonalEntityType: kycCase.customer.entityType,
-                nonPersonalGeographyType: kycCase.customer.countryOfResidence,
-                nonPersonalIndustryType: kycCase.customer.industryType,
-            })
+            .customerRiskAssessmentRiskAssessment(body)
             .then(result => result.data)
             .then(riskAssessment => ({
                 score: riskAssessment.customerRiskAssessmentScore || 0,
@@ -309,16 +312,17 @@ export class KycCaseManagementMock implements KycCaseManagementApi {
 
     async summarizeCase(kycCase: KycCaseModel): Promise<KycCaseSummaryModel> {
         const config = kycCaseSummaryConfig();
+        const options = {baseURL: process.env.KYC_SUMMARY_BASE_PATH};
         const api = DefaultApiFactory(config);
 
         const financialDoc: DocumentModel | undefined = this.findFinancialDoc(kycCase.documents)
 
         if (financialDoc) {
-            const fileContents: Blob = await streamToBlob(financialDoc.content, mime.getType(financialDoc.path));
-            await api.uploadFinancialsPostForm(fileContents);
+            const fileContents: Blob = new Blob([financialDoc.content], {type: getType(financialDoc.name)});
+            await api.uploadFinancialsPostForm(fileContents, options);
         }
 
-        const result = await api.requestSummaryPost({entity: kycCase.customer.name})
+        const result = await api.requestSummaryPost({entity: kycCase.customer.name}, options);
 
         console.log('Summarize result: ', {summary: result.data});
 
@@ -327,7 +331,15 @@ export class KycCaseManagementMock implements KycCaseManagementApi {
 
     findFinancialDoc(documents: DocumentModel[]): DocumentModel | undefined {
         const financialDocRegEx = /.*financial.*/ig
+        const annualDocRegEx = /.*annual.*/ig
+
+        const doc = first(documents
+            .filter(doc => financialDocRegEx.test(doc.name) || annualDocRegEx.test(doc.name)))
+
+        if (doc) {
+            return doc;
+        }
 
-        return first(documents.filter(doc => financialDocRegEx.test(doc.name)))
+        return documents.length > 0 ? documents[0] : undefined;
     }
 }

src/services/menu-options/menu-options.mock.ts

@@ -2,11 +2,7 @@ import {MenuOptionsApi} from "./menu-options.api";
 import {FormOptionModel} from "../../models";
 import {parseCsv} from "../../utils";
 
-const countryTypesCsv = `Code,description,risk_weight,
-XG,EU Organisations,LOW,
-NULL,Missing Data,MEDIUM,
-NOT_FOUND,Data Not Recognised,MEDIUM,
-XH,Other International Org.,LOW,
+const countryTypesCsv = `XH,Other International Org.,LOW,
 QU,Unknown,MEDIUM,
 XB,Abu Dhabi,HIGH,
 AF,Afghanistan,REFER-SANCTIONS,
@@ -268,8 +264,7 @@ ZR,Zaire (Democratic Republic Of Congo),REFER-SANCTIONS,
 ZM,Zambia,HIGH,
 ZW,Zimbabwe,REFER-SANCTIONS,`
 
-const industryTypesCsv = `Code,Division,Industry ,Strategic Rating,
-01.11,Growing of non-perennial crops,"Growing of cereals (except rice), leguminous crops and oil seeds",MEDIUM,
+const industryTypesCsv = `01.11,Growing of non-perennial crops,"Growing of cereals (except rice), leguminous crops and oil seeds",MEDIUM,
 01.12,Growing of non-perennial crops,Growing of rice,LOW,
 01.13,Growing of non-perennial crops,"Growing of vegetables and melons, roots and tubers",MEDIUM,
 01.14,Growing of non-perennial crops,Growing of sugar cane,LOW,
@@ -1008,9 +1003,7 @@ const industryTypesCsv = `Code,Division,Industry ,Strategic Rating,
 NOT_FOUND,,Data Not Recognised,HIGH,
 NULL,,MISSING DATA,HIGH,
 `;
-const entityTypesCsv = `
-code,description,risk_weight
-01,Private Limited Company,MEDIUM
+const entityTypesCsv = `01,Private Limited Company,MEDIUM
 02,Sole Trader,MEDIUM
 03,Limited Liability Partnership,MEDIUM
 04,Clubs,HIGH
@@ -1035,14 +1028,15 @@ export class MenuOptionsMock implements MenuOptionsApi {
             return countryTypes;
         }
 
-        return entityTypes = countryTypesCsv
+        return countryTypes = countryTypesCsv
             .split('\n')
             .map(parseCsv)
+            .filter((_, index) => index !== 0)
             .map(values => ({
                 value: '' + values[1],
                 text: '' + values[1],
             }))
-            .filter(val => val.value !== 'code');
+            .filter(val => val.text !== 'description')
     }
 
     async getEntityTypes(): Promise<FormOptionModel[]> {
@@ -1053,11 +1047,12 @@ export class MenuOptionsMock implements MenuOptionsApi {
         return entityTypes = entityTypesCsv
             .split('\n')
             .map(parseCsv)
+            .filter((_, index) => index !== 0)
             .map(values => ({
                 value: '' + values[1],
                 text: '' + values[1],
             }))
-            .filter(val => val.value !== 'code');
+            .filter(val => val.value !== 'Code');
     }
 
     async getIndustries(): Promise<FormOptionModel[]> {
@@ -1068,10 +1063,11 @@ export class MenuOptionsMock implements MenuOptionsApi {
         return industryTypes = industryTypesCsv
             .split('\n')
             .map(parseCsv)
+            .filter((_, index) => index !== 0)
             .map(values => ({
                 value: '' + values[2],
                 text: '' + values[2],
             }))
-            .filter(val => val.value !== 'Code');
+            .filter(val => val.text !== 'Division');
     }
 }