How mewindev/gdfi-dms works
GDFI DMS is a loan-document management application for tracking physical and digital loan records from release through archival retention. Its central workflow lets a Loan Associate search a promissory note (PN) in MyLoans, preview and open a DMS loan file, then work through classification, transactions, checklist and document-ID stages, assignments, and notifications; later lifecycle stages are represented in the Journey view. The product also includes funds requests, job and custody tracking, monitoring, administration, and CSV import. Edges use README statements or shown/indexed references; unsampled implementation details are not asserted.
Main entry points: db.ts PostgreSQL · page.tsx Loan File · borrower-review.ts Borrower Review · client.ts MyLoans Adapter
Components 20
Loan File Workflow
- PN Search
app/(app)/search/page.tsx - MyLoans Adapter
lib/myloans/client.ts - Loan File
app/(app)/loans/[pn]/page.tsx - Source Review
lib/services/source-review.ts - Borrower Review
lib/services/borrower-review.ts - Loan Journey
components/loan/journey/journey-client.tsx
Operations
- Job Tracking
app/(app)/jobs/[id]/page.tsx - Cash Advances
app/(app)/funds/page.tsx - Funds Rules
lib/funds/rules.ts - Monitoring
app/(app)/monitoring/page.tsx
Administration
- Branch Management
lib/services/branches.ts - System Settings
lib/settings.ts - CSV Import
lib/import/importer.ts
Application Services
- Notifications
lib/notify.ts - Email Outbox
lib/email/outbox.ts - Authentication
lib/auth/current-user.ts - PostgreSQL
lib/db.ts
Other components
- Loan Associate
- Admin
- Email Provider
Connections 26
- Loan Associate → PN Search: searches PN
- PN Search → MyLoans Adapter: looks up PN
- Loan Associate → Loan File: opens loan
- Loan File → MyLoans Adapter: refreshes from
- Loan File → Source Review: reviews changes
- Loan File → Borrower Review: reviews borrower
- Loan File → Loan Journey: shows stages
- MyLoans Adapter → PostgreSQL: reads records
lib/myloans/client.ts - Source Review → PostgreSQL: reads and writes
lib/services/source-review.ts - Borrower Review → PostgreSQL: updates loan
lib/services/borrower-review.ts - Borrower Review → Notifications: notifies reviewers
lib/services/borrower-review.ts - Cash Advances → Funds Rules: applies rules
app/(app)/funds/page.tsx - Cash Advances → PostgreSQL: reads and writes
app/(app)/funds/page.tsx - Funds Rules → PostgreSQL: uses calendar settings
lib/funds/rules.ts - Monitoring → PostgreSQL: loads monitoring
app/(app)/monitoring/page.tsx - Admin → Branch Management: manages branches
- Branch Management → PostgreSQL: manages branch data
- Admin → System Settings: configures system
- System Settings → PostgreSQL: reads and writes
lib/settings.ts - Admin → CSV Import: imports data
- CSV Import → PostgreSQL: imports records
- Email Outbox → PostgreSQL: stores outbox
lib/email/outbox.ts - Email Outbox → Email Provider: sends messages
- Loan Associate → Authentication: signs in
lib/auth/current-user.ts - Admin → Authentication: signs in
lib/auth/current-user.ts - Authentication → PostgreSQL: loads user
lib/auth/current-user.ts