@dhyasama/totem-models 1.0.1 → 1.6.0

package/package.json

@@ -1,8 +1,8 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "1.0.1",
+  "version": "1.6.0",
   "author": "Jason Reynolds",
-  "license": "none",
+  "license": "UNLICENSED",
   "description": "Models for Totem platform",
   "main": "index.js",
   "scripts": {
@@ -16,7 +16,7 @@
     "@dhyasama/ffvc-geoip": "^1.0.0",
     "@dhyasama/ffvc-s3": "^1.0.0",
     "@dhyasama/ffvc-utilities": "^2.0.0",
-    "async": "^0.9.0",
+    "async": "^2.6.0",
     "awesome-phonenumber": "^1.0.14",
     "bcrypt": "^0.8.0",
     "bluebird": "^3.5.0",
@@ -32,6 +32,7 @@
     "mocha-mongoose": "^1.2.0",
     "mongoose": "~4.5.7",
     "nock": "^7.2.2",
+    "rewire": "^3.0.2",
     "should": "^11.1.1"
   }
 }

package/test/CapTable.js

@@ -0,0 +1,359 @@
+"use strict";
+
+var
+
+  should = require("should"),
+  config = require('./config')['test'],
+  mongoose = require('mongoose'),
+  clearDB = require('mocha-mongoose')(config.db.uri, {noClear: true}),
+  CapTable = mongoose.model('CapTable'),
+  Fund = mongoose.model('Fund'),
+  Organization = mongoose.model('Organization');
+
+var customerid = new mongoose.Types.ObjectId();
+var orgid = new mongoose.Types.ObjectId();
+var org = new Organization();
+var fund = new Fund();
+
+
+describe('Cap Tables', function() {
+
+  before(function(done) {
+    if (mongoose.connection.db) return done();
+    mongoose.connect(config.db.uri, done);
+  });
+
+  before(function(done) {
+    clearDB(done);
+  });
+
+  before(function(done) {
+    CapTable.collection.dropIndexes(function (err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.should.equal(true);
+      return done();
+    });
+  });
+
+  before(function(done) {
+
+    fund.name = 'My Huge Fund';
+    fund.slug = 'my-huge-fund';
+    fund.shortName = 'Huge';
+
+    Fund.upsert(fund, 'test-user', function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      done();
+    });
+
+  });
+
+  before(function(done) {
+
+    org.name = 'No Thanks 2';
+    org.slug = 'org2-slug';
+    org.website = 'nothanks2.org';
+    org.funds.push(fund);
+
+    Organization.upsert(org, 'test', function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      org = result;
+      done();
+    });
+
+  });
+
+  it('creates a cap table', function(done) {
+
+    var ct = new CapTable({
+      customer: customerid,
+      organization: orgid
+    });
+
+    ct.stakeholders.push({
+      name: 'Test Fund IV, LLC',
+      common:[{
+        round: 'Series A',
+        shares: 100
+      }, {
+        round: 'Series Seed',
+        shares: 200
+      }],
+      warrants:[{
+        round: 'Series A',
+        shares: 15
+      }],
+      fund: fund
+    });
+
+    ct.stakeholders.push({
+      name: 'My Little Trust',
+      common:[{
+        round: 'Series Seed',
+        shares: 50
+      }]
+    });
+
+    ct.stakeholders.push({
+      name: 'John Appleseed',
+      options:[{
+        round: 'Series Seed',
+        shares: 5
+      }]
+    });
+
+    CapTable.insert(ct, 'test', function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      done();
+    });
+
+  });
+
+  it('prevents cap table from being created with both a person and a fund link', function(done) {
+
+    var ct = new CapTable({
+      customer: customerid,
+      organization: orgid
+    });
+
+    ct.stakeholders.push({
+      name: 'Test Fund IV, LLC',
+      person: new mongoose.Types.ObjectId(),
+      fund: new mongoose.Types.ObjectId()
+    });
+
+    CapTable.insert(ct, 'test', function(err, result) {
+      should.exist(err);
+      return done();
+    });
+
+  });
+
+  it('prevents cap table from being created with duplicate org/customer combo', function(done) {
+
+    var ct = new CapTable({
+      customer: customerid,
+      organization: orgid
+    });
+
+    CapTable.insert(ct, 'test', function(err, result) {
+      should.exist(err);
+      return done();
+    });
+
+  });
+
+  it('finds a cap table', function(done) {
+
+    CapTable.getForCustomer(orgid, customerid, function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      done();
+    });
+
+  });
+
+  it('get a fund to org map', function(done) {
+
+    CapTable.getForCustomer(orgid, customerid, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+
+      result.mapFundsToOrgs(function(err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        result.length.should.equal(1);
+        result[0].fund.toString().should.equal(fund._id.toString());
+        result[0].org._id.toString().should.equal(org._id.toString());
+        return done();
+      });
+
+    });
+
+  });
+
+  it('auto-calculates dilution', function(done) {
+
+    CapTable.getForCustomer(orgid, customerid, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+
+      result.fullyDiluted.should.be.above(0);
+
+      result.stakeholders.forEach(function(s) {
+        s.fullyDiluted.should.be.above(0);
+        s.fullyDilutedPercentage.should.be.above(0);
+      });
+
+      return done();
+
+    });
+
+  });
+
+  it('gets stakeholders by round', function(done) {
+
+    CapTable.getForCustomer(orgid, customerid, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+
+      var stakeholders = result.stakeholdersByRound;
+      should.exist(stakeholders);
+      stakeholders.length.should.equal(2);
+      should.exist(stakeholders[0].round);
+      should.exist(stakeholders[0].participants);
+      stakeholders[0].participants.length.should.be.above(0);
+      should.exist(stakeholders[1].round);
+      should.exist(stakeholders[1].participants);
+      stakeholders[1].participants.length.should.be.above(0);
+
+      return done();
+
+    });
+
+  });
+
+  it('gets stakeholders by percentage', function(done) {
+
+    CapTable.getForCustomer(orgid, customerid, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+
+      var stakeholders = result.stakeholders;
+      should.exist(stakeholders);
+
+      return done();
+
+    });
+
+  });
+
+  it('updates a document url', function(done) {
+
+    var url = 'https://s3.aws.amazon.com/bucket/key';
+
+    // get a table
+    CapTable.find({}, function (err, result1) {
+
+      should.not.exist(err);
+      should.exist(result1);
+      result1.length.should.be.above(0);
+
+      // update url
+      CapTable.updateOriginalDocumentUrl(result1[0]._id, url, function(err, result2) {
+
+        should.not.exist(err);
+        should.exist(result2);
+        result2.originalDocumentUrl.should.equal(url);
+
+        return done();
+
+      });
+
+    });
+
+  });
+
+  it('replaces a cap table', function(done) {
+
+    // get a table
+    CapTable.find({}, function (err, result1) {
+
+      should.not.exist(err);
+      should.exist(result1);
+      result1.length.should.be.above(0);
+
+      CapTable.replace(result1[0], 'test', function(err, result2) {
+
+        should.not.exist(err);
+        should.exist(result2);
+
+        return done();
+
+      });
+
+    });
+
+  });
+
+  it('deletes all cap tables for a customer', function(done) {
+
+    var cid = new mongoose.Types.ObjectId();
+    var ct1 = new CapTable({ customer: cid, organization: new mongoose.Types.ObjectId() });
+    var ct2 = new CapTable({ customer: cid, organization: new mongoose.Types.ObjectId() });
+    var ct3 = new CapTable({ customer: new mongoose.Types.ObjectId(), organization: new mongoose.Types.ObjectId() });
+
+    CapTable.find({}, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+
+      var count = result.length;
+
+      CapTable.insert(ct1, 'test', function (err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        CapTable.insert(ct2, 'test', function (err, result) {
+          should.not.exist(err);
+          should.exist(result);
+          CapTable.insert(ct3, 'test', function (err, result) {
+            should.not.exist(err);
+            should.exist(result);
+            CapTable.deleteAllForCustomer(cid, function (err, result) {
+
+              should.not.exist(err);
+              should.exist(result);
+
+              CapTable.find({}, function (err, result) {
+                should.not.exist(err);
+                should.exist(result);
+                result.length.should.equal(count + 1);
+                done();
+              });
+
+            });
+          });
+        });
+      });
+
+    });
+
+  });
+
+  it('deletes a specific cap table', function(done) {
+
+    // Get a table to delete
+    CapTable.find({}, function (err, result1) {
+
+      should.not.exist(err);
+      should.exist(result1);
+      result1.length.should.be.above(0);
+
+      // Delete it
+      CapTable.delete(result1[0]._id, function(err, result2) {
+
+        should.not.exist(err);
+        should.exist(result2);
+
+        // Make sure it's really gone
+        CapTable.findById(result2._id, function(err, result3) {
+          should.not.exist(err);
+          should.not.exist(result3);
+          return done();
+        });
+
+      });
+
+    });
+
+  });
+
+});

package/test/Investment.js

@@ -0,0 +1,180 @@
+"use strict";
+
+var
+
+  should = require("should"),
+  config = require('./config')['test'],
+  mongoose = require('mongoose'),
+  clearDB = require('mocha-mongoose')(config.db.uri, {noClear: true}),
+  Investment = mongoose.model('Investment'),
+  Round = mongoose.model('Round');
+
+var customerid = new mongoose.Types.ObjectId();
+
+describe('Investments', function() {
+
+  before(function(done) {
+    if (mongoose.connection.db) return done();
+    mongoose.connect(config.db.uri, done);
+  });
+
+  before(function(done) {
+    clearDB(done);
+  });
+
+  before(function (done) {
+    Investment.collection.dropIndexes(function (err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.should.equal(true);
+      return done();
+    });
+  });
+
+  it('creates an investment', function(done) {
+
+    var inv = new Investment({
+      customer: customerid,
+      cost: 200000,
+      costPlusInterest: 200000,
+      investmentDate: Date.now(),
+      pricePerShare: 0.002,
+      preMoneyValuation: 1000000,
+      dollarsRaised: 200000,
+      closingDate: Date.now()
+    });
+
+    Investment.upsert(inv, function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.customer.should.equal(customerid);
+      result.cost.should.equal(200000);
+      done();
+    });
+
+  });
+
+  it('removes customer investments', function(done) {
+
+    var inv1 = new Investment({
+      customer: customerid,
+      amount: 1,
+      investmentDate: Date.now()
+    });
+
+    var inv2 = new Investment({
+      customer: new mongoose.Types.ObjectId(),
+      amount: 2,
+      investmentDate: Date.now()
+    });
+
+    Investment.upsert(inv1, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+
+      Investment.upsert(inv2, function(err, result) {
+
+        should.not.exist(err);
+        should.exist(result);
+
+        Investment.removeCustomerInvestments(customerid, function(err) {
+
+          should.not.exist(err);
+
+          Investment.find({}, function(err, result) {
+            should.not.exist(err);
+            should.exist(result);
+            result.length.should.equal(1);
+            done();
+          });
+
+        });
+
+      });
+    });
+
+  });
+
+  it('removes investment reference from round when deleted', function(done) {
+
+    var inv1 = new Investment({
+      customer: customerid,
+      amount: 1,
+      investmentDate: Date.now()
+    });
+
+    var round1 = new Round({
+      organization: new mongoose.Types.ObjectId(),
+      roundName: 'Series Test'
+    });
+
+    Investment.upsert(inv1, function(err, result) {
+
+      should.not.exist(err);
+      should.exist(result);
+      inv1 = result;
+
+      Round.upsert(round1, function(err, result) {
+
+        should.not.exist(err);
+        should.exist(result);
+        round1 = result;
+
+        round1.addInvestment(inv1, new mongoose.Types.ObjectId());
+        Round.upsert(round1, function(err, result) {
+
+          should.not.exist(err);
+          should.exist(result);
+          round1.vehicles[0].investments.length.should.equal(1);
+
+          Investment.removeCustomerInvestments(customerid, function(err, results) {
+
+            should.not.exist(err);
+
+            setTimeout(function() {
+              Round.findById(round1._id, function(err, toot) {
+
+                should.not.exist(err);
+                should.exist(toot);
+
+                toot.vehicles[0].investments.length.should.equal(0);
+
+                done();
+
+              })
+            }, 1000);
+
+          });
+
+        });
+
+      });
+
+    });
+
+  });
+
+  it('cannot create a non-debt investment with a debt type', function(done) {
+
+    var inv = new Investment({
+      customer: customerid,
+      cost: 200000,
+      costPlusInterest: 200000,
+      investmentDate: Date.now(),
+      pricePerShare: 0.002,
+      preMoneyValuation: 1000000,
+      dollarsRaised: 200000,
+      closingDate: Date.now(),
+      debt: false,
+      debtType: 'SAFE'
+    });
+
+    Investment.upsert(inv, function(err, result) {
+      should.exist(err);
+      done();
+    });
+
+  });
+
+});

package/test/Organization.js

@@ -28,6 +28,15 @@ describe('Organization', function() {
      clearDB(done);
   });
 
+  before(function (done) {
+    Organization.collection.dropIndexes(function (err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.should.equal(true);
+      return done();
+    });
+  });
+
   before(function (done) {
 
     org2 = new Organization();
@@ -36,7 +45,6 @@ describe('Organization', function() {
     org2.website = 'nothanks2.org';
     org2.websiteAliases = [ 'myolddomain.tld' ];
     org2.related = [];
-    //org2.investedIn = ['123', '456'];
     org2.aliases.push('NT2');
     org2.crunchbase.uuid = 'abc';
     org2.crunchbase.url = 'abc';
@@ -212,6 +220,47 @@ describe('Organization', function() {
 
   });
 
+  before(function(done) {
+
+    org3.people.push({
+      person: person2.id,
+      current: true,
+      board: 'director'
+    });
+
+    org3.people.push({
+      person: person1.id,
+      current: true,
+      board: 'chairman'
+    });
+
+    Organization.upsert(org3, 'test-user', function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.people.length.should.equal(2);
+      org3 = result;
+      done();
+    });
+
+  });
+
+  before(function(done) {
+
+    org2.chairs.push({
+      first: person2.id,
+      customer: org1
+    });
+
+    Organization.upsert(org2, 'test-user', function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.chairs.length.should.equal(1);
+      org2 = result;
+      done();
+    });
+
+  });
+
   it('it soft deletes an org', function(done) {
 
     org4.deleteOrg();
@@ -445,7 +494,6 @@ describe('Organization', function() {
        should.exist(org);
        org1 = org;
        org1.id.should.equal(org.id);
-       org1.sources.length.should.equal(1);
        return done();
      });
 
@@ -492,6 +540,40 @@ describe('Organization', function() {
 
   });
 
+  it('finds boards of a person', function(done) {
+
+    Organization.getBoardsOfPerson(person2.id, function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.length.should.equal(1);
+      done();
+    });
+
+  });
+
+  it('finds chairs of a person', function(done) {
+
+    Organization.getChairsOfPerson(person2.id, function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.length.should.equal(1);
+      done();
+    });
+
+  });
+
+  it('gets the board of a company', function(done) {
+
+    Organization.getById(org3.id, function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      var board = result.board;
+      board.all.length.should.equal(2);
+      done();
+    });
+
+  });
+
   it('removes a person from people (unpopulated)', function(done) {
 
     // remove person
@@ -590,6 +672,15 @@ describe('Organization', function() {
     });
   });
 
+  it('finds orgs by ids', function(done) {
+    Organization.findByIds([org4._id, org5._id], function(err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.length.should.equal(2);
+      return done();
+    });
+  });
+
   it('finds org by domain alias', function(done) {
     Organization.findByDomains(['doesnotexist.io', 'myolddomain.tld'], function(err, result) {
       should.not.exist(err);
@@ -689,6 +780,12 @@ describe('Organization', function() {
 
   });
 
+  // not yet tested:
+  // listAllFlagged
+  // listPage
+  // removeById
+  // stats
+
   // it('does not duplicate website domains with investors', function(done) {
   //
   //   var investor = new Investor();