@dhyasama/totem-models 1.9.0 → 1.11.0

package/lib/Account.js

@@ -41,7 +41,7 @@ module.exports = function(mongoose, config) {
     admin: { type: Boolean },
     active: { type: Boolean },
     subscriber: { type: Boolean },
-    role: { type: String, enum: ['admin', 'lp-full', 'lp-names', 'none'] },
+    role: { type: String, enum: ['admin', 'lp-full', 'lp-names', 'welcome', 'none'] },
 
     // Enable this and iLevel links will show on portfolio pages
     iLevelUser: { type: Boolean },

package/lib/Organization.js

@@ -89,19 +89,37 @@ module.exports = function(mongoose, config) {
       aliases: [ { type: String, trim: true } ],
 
       foundedOn: { type: Date, default: null },
-      closedOn: { type: Date, default: null },
 
-      exit: {
+      ipo: {
+        ticker: {type: String, default: null, trim: true},
+        offeredOn: {type: Date, default: null}
+      },
 
-        acquisition: {
-          by: { type: Schema.ObjectId, ref: 'Organization' },
-          year: { type: Date, default: null },
-          amount: { type: Number, default: 0 }
+      operating: {
+
+        closed: {
+          public: {
+            closedOn: { type: Date, default: null }
+          },
+          private: [{
+            customer: { type: Schema.ObjectId, ref: 'Organization' },
+            closedOn: { type: Date, default: null },
+            hasZeroUnrealizedValue: { type: Boolean, default: false }
+          }]
         },
 
-        ipo: {
-          ticker: {type: String, default: null, trim: true},
-          year: {type: Date, default: null}
+        acquired: {
+          public: {
+            by: { type: Schema.ObjectId, ref: 'Organization' },
+            acquiredOn: { type: Date, default: null },
+            amount: { type: Number, default: 0 }
+          },
+          private: [{
+            customer: { type: Schema.ObjectId, ref: 'Organization' },
+            by: { type: Schema.ObjectId, ref: 'Organization' },
+            acquiredOn: { type: Date, default: null },
+            amount: { type: Number, default: 0 }
+          }]
         }
 
       },
@@ -211,6 +229,51 @@ module.exports = function(mongoose, config) {
   // Properties that are not persisted to the database
   ///////////////////////////////////////////////////////////////////////////////////////
 
+  Organization.virtual('acquired.amount').get(function () {
+
+    var self = this;
+    var publicData = self.operating.acquired.public || {};
+    var privateData = self.operating.acquired.private || [];
+
+    if (publicData.amount) return publicData.amount;
+    else if (privateData.length == 1) {
+      if (privateData[0].amount) return privateData[0].amount;
+      else return 0;
+    }
+    else return 0;
+
+  });
+
+  Organization.virtual('acquired.by').get(function () {
+
+    var self = this;
+    var publicData = self.operating.acquired.public || {};
+    var privateData = self.operating.acquired.private || [];
+
+    if (publicData.by) return publicData.by;
+    else if (privateData.length == 1) {
+      if (privateData[0].by) return privateData[0].by;
+      else return null;
+    }
+    else return null;
+
+  });
+
+  Organization.virtual('acquired.on').get(function () {
+
+    var self = this;
+    var publicData = self.operating.acquired.public || {};
+    var privateData = self.operating.acquired.private || [];
+
+    if (publicData.acquiredOn) return publicData.acquiredOn;
+    else if (privateData.length == 1) {
+      if (privateData[0].acquiredOn) return privateData[0].acquiredOn;
+      else return null;
+    }
+    else return null;
+
+  });
+
   Organization.virtual('address.primary').get(function () {
     var primary = _.find(this.contact.address, function(address) {
       return address.primary;
@@ -275,6 +338,22 @@ module.exports = function(mongoose, config) {
 
   });
 
+  Organization.virtual('closed').get(function () {
+
+    var self = this;
+    var publicData = self.operating.closed.public || {};
+    var privateData = self.operating.closed.private || [];
+
+    if (publicData.closedOn) return true;
+    else if (privateData.length == 1) {
+      if (privateData[0].closedOn) return true;
+      if (privateData[0].hasZeroUnrealizedValue) return true;
+      else return false;
+    }
+    else return false;
+
+  });
+
   Organization.virtual('employees.all').get(function () {
 
     var self = this;
@@ -387,11 +466,9 @@ module.exports = function(mongoose, config) {
 
     var self = this;
 
-    // infer from data
-
-    if (self.closedOn) return 'Dead';
-    else if (self.ipo && self.ipo.year) return 'IPO';
-    else if (self.acquisition && self.acquisition.year) return 'Acquired';
+    if (self.closed) return 'Dead';
+    else if (self.ipo.ticker) return 'IPO';
+    else if (self.acquired.by) return 'Acquired';
     else return 'Active';
 
   });
@@ -988,10 +1065,12 @@ module.exports = function(mongoose, config) {
     // remove customer details if not viewing self
     if (doc._id.toString() != CUSTOMER_ID) doc.customer = {};
 
-    doc.filters = _.reject(doc.filters, function(item) { return item.customer != CUSTOMER_ID; });
-    doc.docs = _.reject(doc.docs, function(item) { return item.customer != CUSTOMER_ID; });
-    doc.iLevel = _.reject(doc.iLevel, function(item) { return item.customer != CUSTOMER_ID; });
-    doc.chairs = _.reject(doc.chairs, function(item) { return item.customer != CUSTOMER_ID; });
+    doc.filters = _.reject(doc.filters, function(item) { return !item.customer || item.customer.toString() != CUSTOMER_ID; });
+    doc.docs = _.reject(doc.docs, function(item) { return !item.customer || item.customer.toString() != CUSTOMER_ID; });
+    doc.iLevel = _.reject(doc.iLevel, function(item) { return !item.customer || item.customer.toString() != CUSTOMER_ID; });
+    doc.chairs = _.reject(doc.chairs, function(item) { return !item.customer || item.customer.toString() != CUSTOMER_ID; });
+    doc.operating.acquired.private = _.find(doc.operating.acquired.private, function(item) { return !item.customer || item.customer.toString() == CUSTOMER_ID; });
+    doc.operating.closed.private = _.find(doc.operating.closed.private, function(item) { return !item.customer || item.customer.toString() == CUSTOMER_ID; });
 
     // people
     _.each(doc.people, function(person) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "1.9.0",
+  "version": "1.11.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",

package/test/Organization.js

@@ -37,6 +37,15 @@ describe('Organization', function() {
     });
   });
 
+  before(function (done) {
+    Person.collection.dropIndexes(function (err, result) {
+      should.not.exist(err);
+      should.exist(result);
+      result.should.equal(true);
+      return done();
+    });
+  });
+
   before(function (done) {
 
     org2 = new Organization();
@@ -780,6 +789,150 @@ describe('Organization', function() {
 
   });
 
+  describe('State', function() {
+
+    it('gets ipo info', function(done) {
+
+      var org = new Organization();
+      org.name = 'Homerun';
+      org.slug = 'homerun';
+      org.ipo.ticker = 'HOME';
+
+      Organization.upsert(org, 'test-user', function(err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        result.status.should.equal('IPO');
+        result.ipo.ticker.should.equal('HOME');
+        return done();
+      });
+
+    });
+
+    it('gets public acquisition info', function(done) {
+
+      var org = new Organization();
+      org.name = 'Publicks';
+      org.slug = 'publicks';
+      org.operating.acquired.public.by = new mongoose.Types.ObjectId();
+      org.operating.acquired.public.acquiredOn = new Date();
+      org.operating.acquired.public.amount = 1;
+      org.operating.acquired.private.push({
+        customer: new mongoose.Types.ObjectId(),
+        by: new mongoose.Types.ObjectId(),
+        acquiredOn: new Date(),
+        amount: 2
+      });
+
+      Organization.upsert(org, 'test-user', function(err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        result.status.should.equal('Acquired');
+        result.acquired.amount.should.equal(1);
+        return done();
+      });
+
+    });
+
+    it('gets private acquisition info', function(done) {
+
+      var org = new Organization();
+      org.name = 'Stanky';
+      org.slug = 'stanky';
+      org.operating.acquired.public.by = null;
+      org.operating.acquired.public.acquiredOn = null;
+      org.operating.acquired.public.amount = 0;
+
+      org.operating.acquired.private.push({
+        customer: new mongoose.Types.ObjectId(),
+        by: new mongoose.Types.ObjectId(),
+        acquiredOn: new Date(),
+        amount: 2
+      });
+
+      org.operating.acquired.private.push({
+        customer: config.CUSTOMER_ID,
+        by: new mongoose.Types.ObjectId(),
+        acquiredOn: new Date(),
+        amount: 4
+      });
+
+      Organization.upsert(org, 'test-user', function(err, result) {
+
+        should.not.exist(err);
+        should.exist(result);
+
+        Organization.findById(result._id, function(err, org) {
+
+          should.not.exist(err);
+          should.exist(org);
+
+          org.status.should.equal('Acquired');
+          org.acquired.amount.should.equal(4);
+          return done();
+
+        });
+
+      });
+
+    });
+
+    it('gets public closed info', function(done) {
+
+      var org = new Organization();
+      org.name = 'The Copper Beaver';
+      org.slug = 'the-copper-beaver';
+      org.operating.closed.public.closedOn =  new Date();
+      org.operating.closed.private.push({
+        customer: new mongoose.Types.ObjectId(),
+        hasZeroUnrealizedValue: false,
+        closedOn: null
+      });
+
+      Organization.upsert(org, 'test-user', function(err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        result.status.should.equal('Dead');
+        return done();
+      });
+
+    });
+
+    it('gets private closed info', function(done) {
+
+      var org = new Organization();
+      org.name = 'Dam Hydraulics';
+      org.slug = 'dam-hydraulics';
+      org.operating.closed.public.closedOn =  new Date();
+
+      org.operating.closed.private.push({
+        customer: new mongoose.Types.ObjectId(),
+        hasZeroUnrealizedValue: false,
+        closedOn: null
+      });
+
+      org.operating.closed.private.push({
+        customer: config.CUSTOMER_ID,
+        hasZeroUnrealizedValue: true,
+        closedOn: null
+      });
+
+      Organization.upsert(org, 'test-user', function(err, result) {
+
+        should.not.exist(err);
+        should.exist(result);
+
+        Organization.findById(result._id, function(err, org) {
+          should.not.exist(err);
+          should.exist(org);
+          org.status.should.equal('Dead');
+          return done();
+        });
+      });
+
+    });
+
+  });
+
   // not yet tested:
   // listAllFlagged
   // listPage