@dhyasama/totem-models 1.0.0 → 1.6.0

package/lib/Investment.js

@@ -0,0 +1,143 @@
+"use strict";
+
+///////////////////////////////////////////////////////////////////////////////////////
+// NOTES
+//
+// This is private data
+//
+// If you're looking for investments into an org, go in via Rounds.
+//
+// If you're looking for investments made by an org, you could go in this way
+// but note there isn't round information here so you're probably better off
+// going through Rounds as well.
+//
+///////////////////////////////////////////////////////////////////////////////////////
+
+module.exports = function(mongoose, config) {
+
+  var Schema = mongoose.Schema;
+  var Round = mongoose.model('Round');
+  var async = require('async');
+  var _ = require('underscore');
+
+  var Investment = new Schema({
+
+    // Used by Round to selectively populate
+    customer: { type: Schema.ObjectId, ref: 'Organization', required: true, index: true },
+
+    investmentDate: { type: Date, required: true },
+    cost: { type: Number, default: 0 },
+    costPlusInterest: { type: Number, default: 0 },
+    pricePerShare: { type: Number, default: 0 },
+
+    debt: { type: Boolean, default: false },
+    debtType: {
+      type: String,
+      enum: [ 'Convertible Note', 'SAFE', 'SAFT', 'KISS', null ],
+      default: null,
+      required: false,
+      validate: {
+        validator: function(v) {
+          var self = this;
+          if (v && v.length && self.debt == false) return false;
+          else return true;
+        },
+        message: 'There is a debt type ({VALUE}) but debt is set to false! Either set debt to true or remove the debt type.'
+      }
+    },
+
+    // Catch-all for customer specific key-value pairs from sheet that aren't supported by our schema
+    details: [{
+      key: { type: String, trim: true, required: true },
+      value: { type: String, trim: true, required: true },
+      _id: false
+    }],
+
+    // note these fields are duplicative at the round level
+    // this is private data and will override the round level numbers where appropriate
+    preMoneyValuation: { type: Number, default: 0 },
+    dollarsRaised: { type: Number, default: 0 },
+    closingDate: { type: Date, default: null }
+
+  });
+
+
+
+  //////////////////////////////////////////////////////
+  // STATICS
+  // Statics operate on the entire collection
+  //////////////////////////////////////////////////////
+
+  Investment.statics.removeCustomerInvestments = function removeCustomerInvestments(customerId, cb) {
+
+    // Note that rounds hold references to investments, so when an investment is deleted we need
+    // to also remove any references to it. Investment has a post-remove hook which does that, but
+    // post-remove hooks only fire on document.remove not schema.remove, hence the loop below to call
+    // remove on each matching investment.
+
+    var self = this;
+
+    self
+      .find({customer: customerId})
+      .select('_id')
+      .exec(function(err, investments) {
+
+        if (err) return cb(err, null);
+
+        async.each(investments, function(investment, callback) {
+          investment.remove(callback);
+        }, function(err) {
+          return cb(err, null);
+        });
+
+      });
+
+  };
+
+  Investment.statics.upsert = function upsert(investment, cb) {
+    if (!investment) { return cb(new Error('investment is required'), null); }
+    investment.save(cb);
+  };
+
+
+
+  ///////////////////////////////////////////////////////////////////////////////////////
+  // HOOKS
+  // Pre-save: fired on every document before it is saved
+  // Post-init: fired on every document when it's returned from a query
+  // Post-remove: fired on every document after it's deleted
+  ///////////////////////////////////////////////////////////////////////////////////////
+
+  Investment.pre('save', function(next) {
+
+    var self = this;
+
+    if (self.debtType) self.debt = true;
+
+    return next();
+
+  });
+
+  Investment.post('remove', function(doc) {
+    // Clean up reference
+    Round.removeInvestment(doc._id, function(err, result) {
+      if (err) console.log(err);
+    });
+  });
+
+
+
+  ///////////////////////////////////////////////////////////////////////////////////////
+  // CONFIG
+  ///////////////////////////////////////////////////////////////////////////////////////
+
+  Investment.set('toJSON', { virtuals: true });
+  Investment.set('autoIndex', true);
+
+  Investment.on('index', function(err) { console.log('error building Investment indexes: ' + err); });
+
+  mongoose.model('Investment', Investment);
+
+};
+
+

package/lib/LimitedPartner.js

@@ -494,16 +494,6 @@ module.exports = function(mongoose, config) {
 
         if (err) return cb(err, null);
 
-        lps = _.filter(lps, function(lp) {
-          if (CUSTOMER_ID == 'GLOBAL_PROCESS') { return lp; }
-          else {
-            var match = _.find(lp.fundsInvested, function(fund) {
-              return fund.fund.investor.toString() == CUSTOMER_ID.toString();
-            });
-            return typeof match != 'undefined';
-          }
-        });
-
         lps = _.sortBy(lps, function(lp) {
           return lp.name ? lp.name.toLowerCase() : '';
         });
@@ -584,28 +574,6 @@ module.exports = function(mongoose, config) {
 
   };
 
-  //TODO: this is same as Person & Portfolio Company Function
-  //Helper function that multiple models can use...
-  LimitedPartner.statics.verify = function(lpId, verified, username, role, cb) {
-
-    this
-      .findById(lpId, this.getReadFilterKeys(role))
-      .exec(function(err, lp) {
-
-      lp.status.verified = verified;
-      lp.status.verifiedBy = username;
-      lp.status.verifiedOn = Date.now();
-
-      if(verified) {
-        lp.flagged.resolved = true;
-      }
-
-      return this.upsert(lp, username, role, cb);
-
-    });
-
-  };
-
   LimitedPartner.statics.flag = function(lpId, resolved, text, username, role, cb) {
 
     var context = this;
@@ -685,24 +653,6 @@ module.exports = function(mongoose, config) {
       return next();
     });
 
-    // var takeSnapshot = function(cb) {
-    //
-    //   var LimitedPartnerHistory = mongoose.model('LimitedPartnerHistory');
-    //   var snapshot = new LimitedPartnerHistory();
-    //   snapshot.create(self, 'jason', function(err, result) {
-    //     if (err) {} // todo: alert admin to fix; ok to proceed;
-    //     return cb();
-    //   });
-    //
-    // };
-    //
-    // encryptSensitiveData(function() {
-    //   takeSnapshot(function() {
-    //     return next();
-    //   })
-    // });
-
-
   });
 
   LimitedPartner.pre('init', function(next) {

package/lib/List.js

@@ -24,13 +24,12 @@ module.exports = function(mongoose, config) {
 
     // Keeping these separate to facilitate population
 
-    // todo - how to update these with company consolidation?
-
     limitedPartners: [{ type: Schema.ObjectId, ref: 'LimitedPartner', index: false, required: false }],
 
     organizations: [{ type: Schema.ObjectId, ref: 'Organization', index: false, required: false }],
 
     people: [{ type: Schema.ObjectId, ref: 'Person', index: false, required: false }]
+
   });
 
   // Items are kept separate to facilitate population

package/lib/News.js

@@ -22,24 +22,6 @@ module.exports = function(mongoose, config) {
 
       publication: { type: String },
 
-      fundsInvolved: [{
-        type: Schema.ObjectId,
-        ref: 'Fund'
-      }],
-
-      // TODO - make all news about port cos
-      // required: true
-      // remove internal
-      // update admin to reflect these changes
-
-      // todo - put new org id in org field
-      portfolioCompany: {
-        type: Schema.ObjectId,
-        ref: 'PortfolioCompany',
-        required: false,
-        default: null
-      },
-
       org: {
         type: Schema.ObjectId,
         ref: 'Organization',
@@ -49,13 +31,6 @@ module.exports = function(mongoose, config) {
 
       internal: { type: Boolean, default: false },
 
-      // TODO - this will be going away
-      discourse: {
-        id: { type: String },
-        firstPostId: { type: String },
-        slug: { type: String }
-      },
-
       extracted: { type: Schema.Types.Mixed }
 
     });
@@ -64,7 +39,7 @@ module.exports = function(mongoose, config) {
 
     this
       .findById(id)
-      .populate('org fundsInvolved')
+      .populate('org')
       .exec(cb);
 
   };
@@ -73,17 +48,21 @@ module.exports = function(mongoose, config) {
 
     this
       .find()
-      .populate('org fundsInvolved')
+      .populate('org')
       .sort('-createdOn')
       .exec(cb);
 
   };
 
+  News.statics.listForCompanies = function listForCompanies(orgids, cb) {
+    this.find({ 'org': { $in : orgids }, 'deleted': {$ne: true} }).exec(cb);
+  };
+
   News.statics.listForCompany = function (id, cb) {
 
     this
       .find({ org: id })
-      .populate('org fundsInvolved')
+      .populate('org')
       .sort('-createdOn')
       .exec(cb);
 
@@ -93,7 +72,7 @@ module.exports = function(mongoose, config) {
 
     this
       .find()
-      .populate('org fundsInvolved')
+      .populate('org')
       .sort('-createdOn')
       .exec(function (err, news) {
 
@@ -109,38 +88,6 @@ module.exports = function(mongoose, config) {
 
   };
 
-  News.statics.listInternal = function (cb) {
-
-    this
-      .find({ internal: true })
-      .populate('org fundsInvolved')
-      .sort('-createdOn')
-      .exec(cb);
-
-  };
-
-  News.statics.listForFunds = function (fundIds, cb) {
-
-    if (!fundIds || fundIds.length == 0) return cb(null, null);
-
-    this
-      .find({ fundsInvolved: { $in : fundIds } })
-      .populate('org fundsInvolved')
-      .sort('-createdOn')
-      .exec(function(err, result) {
-
-        if (err) return cb(err, null);
-
-        _.each(result, function(newsItem) {
-          newsItem.fundsInvolved = _.filter(newsItem.fundsInvolved, function(fund) { return fundIds.indexOf(fund._id.toString()) >= 0; });
-        });
-
-        return cb(null, result);
-
-      });
-
-  };
-
   News.statics.upsert = function (news, cb) {
     news.markModified('extracted');
     news.save(cb);