Finance
Finance
Description
L'entité Finance contient les informations financières pour un produit d'épargne pour un adhérent. Notamment les revenus mensuels.
Relations
Ascendantes
Entité | Propriété |
|---|---|
Customer | finance |
Tns | finance |
Descendantes
Entité | Propriété |
|---|---|
History | history |
Liste des propriétés
Nom | Type | Dernière version modifiée | Description | Getter | Setter | Deprecated |
|---|---|---|---|---|---|---|
annualHouseholdIncome | Number | 2.1.1 | Montant annuel des revenus de votre foyer | getFinanceAnnualHouseholdIncome | setFinanceAnnualHouseholdIncome | - |
annualIncome | Number | 2.1.1 | Revenus annuels | getFinanceAnnualIncome | setFinanceAnnualIncome | - |
annualSavingEstimation | Number | 2.1.1 | Estimation épargne annuelle | getFinanceAnnualSavingEstimation | setFinanceAnnualSavingEstimation | - |
bankSavings | BankSavingsEnum | 2.1.1 | Epargne bancaire | getFinanceBankSavings | setFinanceBankSavings | - |
corporateTaxRate | Number | 2.1.1 | Assujetissement IS | getFinanceCorporateTaxRate | setFinanceCorporateTaxRate | - |
createdAt | Date | | Date de création de l'entité Finance | getFinanceCreatedAt | Lecture seule | - |
createdBy | String | | Utilisateur à l'origine de la création de l'entité Finance | getFinanceCreatedBy | Lecture seule | - |
dividend | Number | 2.8.0 | le montant perçu par une distribution de dividende | getFinanceDividend | setFinanceDividend | - |
employeeAndRetirementSavings | EmployeeAndRetirementSavingsEnum | 2.1.1 | Epargne salariale / Epargne retraite | getFinanceEmployeeAndRetirementSavings | setFinanceEmployeeAndRetirementSavings | - |
financialSavings | FinancialSavingsEnum | 2.1.1 | Epargne financière | getFinanceFinancialSavings | setFinanceFinancialSavings | - |
financialWealthOrigin | FinancialWealthOriginEnum | 2.1.1 | Revenus/activité professionnelle, Épargne constituée, Succession/donation, Vente immobilière, Stock-options, Cession de participation | getFinanceFinancialWealthOrigin | setFinanceFinancialWealthOrigin | - |
fiscalCountryResidence | String | 2.1.1 | Pays de résidence fiscale | getFinanceFiscalCountryResidence | setFinanceFiscalCountryResidence | - |
hasForeignFiscalResidence | Boolean | 2.1.1 | Résidences fiscales en dehors de la France. | getFinanceHasForeignFiscalResidence | setFinanceHasForeignFiscalResidence | - |
hasTinWithoutAmericanFiscalResidence | Boolean | 2.1.1 | Possède un TIN sans résidence fiscale USA. | getFinanceHasTinWithoutAmericanFiscalResidence | setFinanceHasTinWithoutAmericanFiscalResidence | - |
id | String | | Identifiant unique de l'entité Finance | getFinanceId | Lecture seule | - |
incomeTaxRate | IncomeTaxRateEnum | 2.1.1 | Taux d'imposition sur le revenu. | getFinanceIncomeTaxRate | setFinanceIncomeTaxRate | - |
incomesOrigin | IncomesOriginEnum | 2.1.1 | Origine des revenus. | getFinanceIncomesOrigin | setFinanceIncomesOrigin | - |
investedSavingEstimation | Number | 2.1.1 | Montant estimé de votre épargne placée (A) en € | getFinanceInvestedSavingEstimation | setFinanceInvestedSavingEstimation | - |
investmentOrigin | InvestmentOriginEnum | 2.1.1 | Origine de l'investissement | getFinanceInvestmentOrigin | setFinanceInvestmentOrigin | - |
investmentPaymentMethod | InvestmentPaymentMethodEnum | 2.1.1 | Méthode de paiement de l'investissement | getFinanceInvestmentPaymentMethod | setFinanceInvestmentPaymentMethod | - |
investmentSourceAccount | InvestmentSourceAccountEnum | 2.1.1 | Compte source de l'investissement | getFinanceInvestmentSourceAccount | setFinanceInvestmentSourceAccount | - |
isAmericanCitizen | Boolean | 2.1.1 | Citoyen USA | getFinanceIsAmericanCitizen | setFinanceIsAmericanCitizen | - |
isAmericanFiscalResident | Boolean | 2.1.1 | Est résident fiscal USA | getFinanceIsAmericanFiscalResident | setFinanceIsAmericanFiscalResident | - |
lifeInsurance | LifeInsuranceEnum | 2.1.1 | Assurance vie | getFinanceLifeInsurance | setFinanceLifeInsurance | - |
marginalTaxRate | Number | 2.1.1 | Taux marginal d'imposition | getFinanceMarginalTaxRate | setFinanceMarginalTaxRate | - |
movableIncome | Number | 2.1.1 | Revenus mobiliers | getFinanceMovableIncome | setFinanceMovableIncome | - |
otherFinancialWealthOrigin | String | 2.1.1 | Autres revenus patrimoniaux | getFinanceOtherFinancialWealthOrigin | setFinanceOtherFinancialWealthOrigin | - |
otherIncome | Number | 2.1.1 | Autres revenus | getFinanceOtherIncome | setFinanceOtherIncome | - |
pensionIncome | Number | 2.1.1 | Revenus de pensions | getFinancePensionIncome | setFinancePensionIncome | - |
personalMonthlyChargesRentOrLoan | Number | 2.1.1 | Frais mensuels personnel de location ou de loyer | getFinancePersonalMonthlyChargesRentOrLoan | setFinancePersonalMonthlyChargesRentOrLoan | - |
personalMonthlyChargesTax | Number | 2.1.1 | Impôt mensuel sur les revenus | getFinancePersonalMonthlyChargesTax | setFinancePersonalMonthlyChargesTax | - |
personalMonthlyCurrentExpenses | Number | 2.1.1 | Dépenses mensuelles personnelles courantes | getFinancePersonalMonthlyCurrentExpenses | setFinancePersonalMonthlyCurrentExpenses | - |
personalMonthlyOtherCharges | Number | 2.1.1 | Autres charges mensuelles personnelles | getFinancePersonalMonthlyOtherCharges | setFinancePersonalMonthlyOtherCharges | - |
personalMonthlyOtherChargesOrigin | String | 2.1.1 | Origine des autres charges mensuelles personnelles | getFinancePersonalMonthlyOtherChargesOrigin | setFinancePersonalMonthlyOtherChargesOrigin | - |
professionalIncome | Number | 2.1.1 | Salaires ou revenus professionnels | getFinanceProfessionalIncome | setFinanceProfessionalIncome | - |
realEstate | RealEstateEnum | 2.1.1 | Biens immobiliers | getFinanceRealEstate | setFinanceRealEstate | - |
realEstateEstimation | Number | 2.1.1 | Estimation des biens immobiliers | getFinanceRealEstateEstimation | setFinanceRealEstateEstimation | - |
realEstateFortuneTaxRate | RealEstateFortuneTaxRateEnum | 2.1.1 | Taux d'imposition sur la fortune immoblière | getFinanceRealEstateFortuneTaxRate | setFinanceRealEstateFortuneTaxRate | - |
realEstateIncome | Number | 2.1.1 | Revenus immobiliers | getFinanceRealEstateIncome | setFinanceRealEstateIncome | - |
retirementSavingEstimation | Number | 2.1.1 | Estimation de l'épargne retraite | getFinanceRetirementSavingEstimation | setFinanceRetirementSavingEstimation | - |
riskyOwnedAssetPercentage | RiskyOwnedAssetPercentageEnum | 2.1.1 | Pourcentage d'actifs risqués possédés | getFinanceRiskyOwnedAssetPercentage | setFinanceRiskyOwnedAssetPercentage | - |
totalWealth | Number | 2.1.1 | Richesse globale | getFinanceTotalWealth | setFinanceTotalWealth | - |
updatedAt | Date | | Date de modification de l'entité Finance | getFinanceUpdatedAt | Lecture seule | - |
updatedBy | String | | Utilisateur à l'origine de la modification de l'entité Finance | getFinanceUpdatedBy | Lecture seule | - |
Enums
BankSavingsEnum
- BankSavingsEnum.BANK_PEP
- BankSavingsEnum.CURRENT_ACCOUNT
- BankSavingsEnum.HOUSING_SAVINGS
- BankSavingsEnum.SAVINGS_ACCOUNT
- BankSavingsEnum.TERM_ACCOUNTS
EmployeeAndRetirementSavingsEnum
- EmployeeAndRetirementSavingsEnum.PEE
- EmployeeAndRetirementSavingsEnum.PERCO
- EmployeeAndRetirementSavingsEnum.RETIREMENT_CONTRACT_SUPP
- EmployeeAndRetirementSavingsEnum.RETIREMENT_PERP_MADELIN
FinancialSavingsEnum
- FinancialSavingsEnum.PEA
- FinancialSavingsEnum.TITLES_ACCOUNTS
FinancialWealthOriginEnum
- FinancialWealthOriginEnum.OTHER
- FinancialWealthOriginEnum.PROFESSIONAL_INCOME
- FinancialWealthOriginEnum.REAL_ESTATE_SELLING
- FinancialWealthOriginEnum.SALE_OF_STAKE
- FinancialWealthOriginEnum.SAVINGS
- FinancialWealthOriginEnum.STOCK_OPTIONS
- FinancialWealthOriginEnum.SUCCESSION_DONATION
IncomeTaxRateEnum
- IncomeTaxRateEnum.NOT_LIABLE => 0
- IncomeTaxRateEnum.ELEVEN_PERCENT => 11
- IncomeTaxRateEnum.THIRTY_PERCENT => 30
- IncomeTaxRateEnum.FORTY_ONE_PERCENT => 41
- IncomeTaxRateEnum.FORTY_FIVE_PERCENT => 45
- IncomeTaxRateEnum.UNKNOWN
IncomesOriginEnum
- IncomesOriginEnum.OTHER
- IncomesOriginEnum.PROFESSIONAL_INCOME
- IncomesOriginEnum.REAL_ESTATE_MOVABLE
- IncomesOriginEnum.REAL_ESTATE_RENT
- IncomesOriginEnum.RETIREMENT
InvestmentOriginEnum
- InvestmentOriginEnum.LIFE_INSURANCE_PROFITS
- InvestmentOriginEnum.OTHER
- InvestmentOriginEnum.PENSION_CONTRACT
- InvestmentOriginEnum.PROFESSIONAL_INCOME
- InvestmentOriginEnum.SAVINGS
InvestmentPaymentMethodEnum
- InvestmentPaymentMethodEnum.AUTOMATIC_DEBIT
- InvestmentPaymentMethodEnum.BANK_TRANSFER
- InvestmentPaymentMethodEnum.CHECK
- InvestmentPaymentMethodEnum.CONTRACT_TRANSFER
InvestmentSourceAccountEnum
- InvestmentSourceAccountEnum.PERSONAL_ACCOUNT
- InvestmentSourceAccountEnum.PROFESSIONAL_ACCOUNT
- InvestmentSourceAccountEnum.THIRD_PARTY_ACCOUNT
LifeInsuranceEnum
- LifeInsuranceEnum.CAPITALIZATION_CONTRACTS
- LifeInsuranceEnum.CONTRACTS
- LifeInsuranceEnum.PEP_INSURANCE
RealEstateEnum
- RealEstateEnum.OTHER
- RealEstateEnum.PRIMARY_RESIDENCE
- RealEstateEnum.RENTAL_PROPERTY_VALUE
- RealEstateEnum.SECONDARY_RESIDENCE
RealEstateFortuneTaxRateEnum
- RealEstateFortuneTaxRateEnum.NONE
- RealEstateFortuneTaxRateEnum.PERCENT_0_5
- RealEstateFortuneTaxRateEnum.PERCENT_0_7
- RealEstateFortuneTaxRateEnum.PERCENT_1
- RealEstateFortuneTaxRateEnum.PERCENT_1_25
- RealEstateFortuneTaxRateEnum.PERCENT_1_5
RiskyOwnedAssetPercentageEnum
- RiskyOwnedAssetPercentageEnum.GREATER_THAN_30
- RiskyOwnedAssetPercentageEnum.LESS_THAN_10
- RiskyOwnedAssetPercentageEnum.NOT_APPLICABLE
- RiskyOwnedAssetPercentageEnum.PERCENT_10_TO_30
- RiskyOwnedAssetPercentageEnum.UNKNOWN
Exemple
import { Entities } from '@fasstech/oip-core';
import { getFinanceAnnualHouseholdIncome, getFinanceAnnualIncome, getFinanceAnnualSavingEstimation, getFinanceBankSavings, getFinanceCorporateTaxRate, getFinanceDividend, getFinanceEmployeeAndRetirementSavings, getFinanceFinancialSavings, getFinanceFinancialWealthOrigin, getFinanceFiscalCountryResidence, getFinanceHasForeignFiscalResidence, getFinanceHasTinWithoutAmericanFiscalResidence, getFinanceIncomeTaxRate, getFinanceIncomesOrigin, getFinanceInvestedSavingEstimation, getFinanceInvestmentOrigin, getFinanceInvestmentPaymentMethod, getFinanceInvestmentSourceAccount, getFinanceIsAmericanCitizen, getFinanceIsAmericanFiscalResident, getFinanceLifeInsurance, getFinanceMarginalTaxRate, getFinanceMovableIncome, getFinanceOtherFinancialWealthOrigin, getFinanceOtherIncome, getFinancePensionIncome, getFinancePersonalMonthlyChargesRentOrLoan, getFinancePersonalMonthlyChargesTax, getFinancePersonalMonthlyCurrentExpenses, getFinancePersonalMonthlyOtherCharges, getFinancePersonalMonthlyOtherChargesOrigin, getFinanceProfessionalIncome, getFinanceRealEstate, getFinanceRealEstateEstimation, getFinanceRealEstateFortuneTaxRate, getFinanceRealEstateIncome, getFinanceRetirementSavingEstimation, getFinanceRiskyOwnedAssetPercentage, getFinanceTotalWealth, setFinanceAnnualHouseholdIncome, setFinanceAnnualIncome, setFinanceAnnualSavingEstimation, setFinanceBankSavings, setFinanceCorporateTaxRate, setFinanceDividend, setFinanceEmployeeAndRetirementSavings, setFinanceFinancialSavings, setFinanceFinancialWealthOrigin, setFinanceFiscalCountryResidence, setFinanceHasForeignFiscalResidence, setFinanceHasTinWithoutAmericanFiscalResidence, setFinanceIncomeTaxRate, setFinanceIncomesOrigin, setFinanceInvestedSavingEstimation, setFinanceInvestmentOrigin, setFinanceInvestmentPaymentMethod, setFinanceInvestmentSourceAccount, setFinanceIsAmericanCitizen, setFinanceIsAmericanFiscalResident, setFinanceLifeInsurance, setFinanceMarginalTaxRate, setFinanceMovableIncome, setFinanceOtherFinancialWealthOrigin, setFinanceOtherIncome, setFinancePensionIncome, setFinancePersonalMonthlyChargesRentOrLoan, setFinancePersonalMonthlyChargesTax, setFinancePersonalMonthlyCurrentExpenses, setFinancePersonalMonthlyOtherCharges, setFinancePersonalMonthlyOtherChargesOrigin, setFinanceProfessionalIncome, setFinanceRealEstate, setFinanceRealEstateEstimation, setFinanceRealEstateFortuneTaxRate, setFinanceRealEstateIncome, setFinanceRetirementSavingEstimation, setFinanceRiskyOwnedAssetPercentage, setFinanceTotalWealth } from '@fasstech/oip-core/entities/finance';
import { BankSavingsEnum, EmployeeAndRetirementSavingsEnum, FinancialSavingsEnum, FinancialWealthOriginEnum, IncomesOriginEnum, IncomeTaxRateEnum, InvestmentOriginEnum, InvestmentPaymentMethodEnum, InvestmentSourceAccountEnum, LifeInsuranceEnum, RealEstateEnum, RealEstateFortuneTaxRateEnum, RiskyOwnedAssetPercentageEnum } from '@fasstech/oip-core/entities/finance/enums';
import { getProjectId } from '@fasstech/oip-core/entities/project';
(async () => {
let ProjectEntity = await Entities('Project').get({ id: projectId });
let CustomerEntity = await Entities('Customer').get(ProjectEntity);
const FinanceEntity = await Entities('Finance').get(CustomerEntity);
setFinanceAnnualHouseholdIncome(97, FinanceEntity);
setFinanceAnnualIncome(97, FinanceEntity);
setFinanceAnnualSavingEstimation(97, FinanceEntity);
setFinanceBankSavings([BankSavingsEnum.SAVINGS_ACCOUNT], FinanceEntity);
setFinanceCorporateTaxRate(99, FinanceEntity);
setFinanceDividend(100, FinanceEntity);
setFinanceEmployeeAndRetirementSavings([EmployeeAndRetirementSavingsEnum.PERCO], FinanceEntity);
setFinanceFinancialSavings([FinancialSavingsEnum.PEA], FinanceEntity);
setFinanceFinancialWealthOrigin([FinancialWealthOriginEnum.SAVINGS], FinanceEntity);
setFinanceFiscalCountryResidence('fiscalCountryResidence', FinanceEntity);
setFinanceHasForeignFiscalResidence(true, FinanceEntity);
setFinanceHasTinWithoutAmericanFiscalResidence(true, FinanceEntity);
setFinanceIncomeTaxRate(IncomeTaxRateEnum.NOT_LIABLE, FinanceEntity);
setFinanceIncomesOrigin([IncomesOriginEnum.OTHER], FinanceEntity);
setFinanceInvestedSavingEstimation(105, FinanceEntity);
setFinanceInvestmentOrigin(InvestmentOriginEnum.LIFE_INSURANCE_PROFITS, FinanceEntity);
setFinanceInvestmentPaymentMethod(InvestmentPaymentMethodEnum.BANK_TRANSFER, FinanceEntity);
setFinanceInvestmentSourceAccount(InvestmentSourceAccountEnum.PERSONAL_ACCOUNT, FinanceEntity);
setFinanceIsAmericanCitizen(false, FinanceEntity);
setFinanceIsAmericanFiscalResident(false, FinanceEntity);
setFinanceLifeInsurance([LifeInsuranceEnum.CAPITALIZATION_CONTRACTS], FinanceEntity);
setFinanceMarginalTaxRate(109, FinanceEntity);
setFinanceMovableIncome(109, FinanceEntity);
setFinanceOtherFinancialWealthOrigin('otherFinancialWealthOrigin', FinanceEntity);
setFinanceOtherIncome(111, FinanceEntity);
setFinancePensionIncome(112, FinanceEntity);
setFinancePersonalMonthlyChargesRentOrLoan(112, FinanceEntity);
setFinancePersonalMonthlyChargesTax(112, FinanceEntity);
setFinancePersonalMonthlyCurrentExpenses(112, FinanceEntity);
setFinancePersonalMonthlyOtherCharges(112, FinanceEntity);
setFinancePersonalMonthlyOtherChargesOrigin('personalMonthlyOtherChargesOrigin', FinanceEntity);
setFinanceProfessionalIncome(112, FinanceEntity);
setFinanceRealEstate([RealEstateEnum.RENTAL_PROPERTY_VALUE], FinanceEntity);
setFinanceRealEstateEstimation(114, FinanceEntity);
setFinanceRealEstateFortuneTaxRate(RealEstateFortuneTaxRateEnum.NONE, FinanceEntity);
setFinanceRealEstateIncome(114, FinanceEntity);
setFinanceRetirementSavingEstimation(114, FinanceEntity);
setFinanceRiskyOwnedAssetPercentage(RiskyOwnedAssetPercentageEnum.UNKNOWN, FinanceEntity);
setFinanceTotalWealth(116, FinanceEntity);
CustomerEntity = await Entities('Finance').save(CustomerEntity, FinanceEntity);
ProjectEntity = await Entities('Customer').save(ProjectEntity, CustomerEntity);
await Entities('Project').save(ProjectEntity);
const ProjectEntityToTest = await Entities('Project').get({ id: getProjectId(ProjectEntity) });
const CustomerEntityToTest = await Entities('Customer').get(ProjectEntityToTest);
const FinanceEntityToTest = await Entities('Finance').get(CustomerEntityToTest);
getFinanceAnnualHouseholdIncome(FinanceEntityToTest); // 97
getFinanceAnnualIncome(FinanceEntityToTest); // 97
getFinanceAnnualSavingEstimation(FinanceEntityToTest); // 97
getFinanceBankSavings(FinanceEntityToTest); // [BankSavingsEnum.SAVINGS_ACCOUNT]
getFinanceCorporateTaxRate(FinanceEntityToTest); // 99
getFinanceDividend(FinanceEntityToTest); // 100
getFinanceEmployeeAndRetirementSavings(FinanceEntityToTest); // [EmployeeAndRetirementSavingsEnum.PERCO]
getFinanceFinancialSavings(FinanceEntityToTest); // [FinancialSavingsEnum.PEA]
getFinanceFinancialWealthOrigin(FinanceEntityToTest); // [FinancialWealthOriginEnum.SAVINGS]
getFinanceFiscalCountryResidence(FinanceEntityToTest); // 'fiscalCountryResidence'
getFinanceHasForeignFiscalResidence(FinanceEntityToTest); // true
getFinanceHasTinWithoutAmericanFiscalResidence(FinanceEntityToTest); // true
getFinanceIncomeTaxRate(FinanceEntityToTest); // IncomeTaxRateEnum.NOT_LIABLE
getFinanceIncomesOrigin(FinanceEntityToTest); // [IncomesOriginEnum.OTHER]
getFinanceInvestedSavingEstimation(FinanceEntityToTest); // 105
getFinanceInvestmentOrigin(FinanceEntityToTest); // InvestmentOriginEnum.LIFE_INSURANCE_PROFITS
getFinanceInvestmentPaymentMethod(FinanceEntityToTest); // InvestmentPaymentMethodEnum.BANK_TRANSFER
getFinanceInvestmentSourceAccount(FinanceEntityToTest); // InvestmentSourceAccountEnum.PERSONAL_ACCOUNT
getFinanceIsAmericanCitizen(FinanceEntityToTest); // false
getFinanceIsAmericanFiscalResident(FinanceEntityToTest); // false
getFinanceLifeInsurance(FinanceEntityToTest); // [LifeInsuranceEnum.CAPITALIZATION_CONTRACTS]
getFinanceMarginalTaxRate(FinanceEntityToTest); // 109
getFinanceMovableIncome(FinanceEntityToTest); // 109
getFinanceOtherFinancialWealthOrigin(FinanceEntityToTest); // 'otherFinancialWealthOrigin'
getFinanceOtherIncome(FinanceEntityToTest); // 111
getFinancePensionIncome(FinanceEntityToTest); // 112
getFinancePersonalMonthlyChargesRentOrLoan(FinanceEntityToTest); // 112
getFinancePersonalMonthlyChargesTax(FinanceEntityToTest); // 112
getFinancePersonalMonthlyCurrentExpenses(FinanceEntityToTest); // 112
getFinancePersonalMonthlyOtherCharges(FinanceEntityToTest); // 112
getFinancePersonalMonthlyOtherChargesOrigin(FinanceEntityToTest); // 'personalMonthlyOtherChargesOrigin'
getFinanceProfessionalIncome(FinanceEntityToTest); // 112
getFinanceRealEstate(FinanceEntityToTest); // [RealEstateEnum.RENTAL_PROPERTY_VALUE]
getFinanceRealEstateEstimation(FinanceEntityToTest); // 114
getFinanceRealEstateFortuneTaxRate(FinanceEntityToTest); // RealEstateFortuneTaxRateEnum.NONE
getFinanceRealEstateIncome(FinanceEntityToTest); // 114
getFinanceRetirementSavingEstimation(FinanceEntityToTest); // 114
getFinanceRiskyOwnedAssetPercentage(FinanceEntityToTest); // RiskyOwnedAssetPercentageEnum.UNKNOWN
getFinanceTotalWealth(FinanceEntityToTest); // 116
})();