@dhyasama/totem-models 11.135.0 → 11.137.0

package/lib/Financials.js

@@ -85,9 +85,7 @@ module.exports = function(mongoose, config) {
 
       year: { type: Number, default: 0 },
       period: { type: String, enum: ['FY', 'H1', 'H2', 'Q1', 'Q2', 'Q3', 'Q4', 'January', 'February', 'March', 'April', 'May', 'June', 'July', 'August', 'September', 'October', 'November', 'December'] },
-
-      beginDate: { type: Date },
-      endDate: { type: Date },
+      cuttoff: { type: Date },
 
       form: [{
         name: { type: String, trim: true },
@@ -145,7 +143,32 @@ module.exports = function(mongoose, config) {
           timestamp: { type: Date, required: true, default: Date.now },
           user: { type: String, trim: true, required: true },
           action: { type: String, enum: ['updated', 'deleted', 'verified'], required: true },
-        }]
+        }],
+        previous: {
+          _id: false,
+          value: { type: Number },
+          breakdown: { type: Schema.Types.Mixed },
+          source: {
+            _id: false,
+            model: { type: String, enum: ['Document', 'Meeting', 'Message', 'Note'] },
+            ref: { type: Schema.Types.ObjectId },
+            position: {
+              _id: false,
+              page: { type: Number },
+              bbox: { _id: false, top: { type: Number }, left: { type: Number }, width: { type: Number }, height: { type: Number } },
+              row: { type: Number },
+              col: { type: Number },
+              sheet: { type: String }
+            }
+          },
+          verified: { type: Boolean },
+          history: [{
+            _id: false,
+            timestamp: { type: Date },
+            user: { type: String, trim: true },
+            action: { type: String, enum: ['updated', 'deleted', 'verified'] },
+          }]
+        }
       }],
       
       questions: [{
@@ -369,12 +392,21 @@ module.exports = function(mongoose, config) {
     console.log('Upserting metrics for snapshot', snapshotUUID)
     console.log('Metrics to upsert:', metricsToUpdate)
 
-    session.then(_session => {
+    session.then(async _session => {
 
       _session.startTransaction();
 
       console.log('started session');
 
+      // Fetch the current document to read existing metric values before overwriting
+      let currentDoc = null;
+      try {
+        currentDoc = await self.findOne({ _id: financialsId, 'snapshots.uuid': snapshotUUID }, null, { session: _session });
+      } catch (e) {
+        console.log('Could not fetch current metrics for previous state:', e);
+      }
+      const currentSnapshot = currentDoc ? currentDoc.snapshots.find(s => s.uuid === snapshotUUID) : null;
+
       const promises = metricsToUpdate.map(metric => {
 
         console.log('Upserting metric:', metric);
@@ -383,9 +415,32 @@ module.exports = function(mongoose, config) {
         console.log('Upserting metric value:', metric.value);
         console.log('Upserting metric breakdown:', metric.breakdown);
 
+        // Capture the current metric state to save as `previous`
+        // Use null (not undefined) for missing fields so MongoDB persists them
+        const currentMetric = currentSnapshot ? currentSnapshot.metrics.find(m => m.name === metric.name && m.scenario === metric.scenario) : null;
+        const previousState = currentMetric ? {
+          value: currentMetric.value != null ? currentMetric.value : null,
+          breakdown: currentMetric.breakdown != null ? currentMetric.breakdown : null,
+          source: currentMetric.source || null,
+          verified: currentMetric.verified != null ? currentMetric.verified : null,
+          history: currentMetric.history || []
+        } : undefined;
+
         // Check if the metric exists and update it
         // Use $elemMatch to ensure we find a metric with BOTH name AND scenario matching
         // (without $elemMatch, MongoDB could match name on one metric and scenario on another)
+        const $set = {
+          'snapshots.$.metrics.$[metric].value': metric.value,
+          'snapshots.$.metrics.$[metric].breakdown': metric.breakdown,
+          'snapshots.$.metrics.$[metric].source': metric.source,
+          'snapshots.$.metrics.$[metric].verified': metric.verified
+        };
+
+        // Save previous state if the metric already exists
+        if (previousState) {
+          $set['snapshots.$.metrics.$[metric].previous'] = previousState;
+        }
+
         return self.findOneAndUpdate(
           {
             _id: financialsId,
@@ -402,12 +457,7 @@ module.exports = function(mongoose, config) {
             }
           },
           {
-            $set: {
-              'snapshots.$.metrics.$[metric].value': metric.value,
-              'snapshots.$.metrics.$[metric].breakdown': metric.breakdown,
-              'snapshots.$.metrics.$[metric].source': metric.source,
-              'snapshots.$.metrics.$[metric].verified': metric.verified
-            },
+            $set: $set,
             $push: {
               'snapshots.$.metrics.$[metric].history': {
                 $each: metric.history || [],
@@ -462,6 +512,95 @@ module.exports = function(mongoose, config) {
 
   }
 
+  Financials.statics.undoMetrics = function undoMetrics(financialsId, snapshotUUID, metricsToUndo, cb) {
+
+    const self = this;
+    const session = mongoose.startSession();
+
+    session.then(async _session => {
+
+      _session.startTransaction();
+
+      try {
+
+        const currentDoc = await self.findOne({ _id: financialsId, 'snapshots.uuid': snapshotUUID }, null, { session: _session });
+        if (!currentDoc) { throw new Error('Financials not found'); }
+
+        const snapshot = currentDoc.snapshots.find(s => s.uuid === snapshotUUID);
+        if (!snapshot) { throw new Error('Snapshot not found'); }
+
+        const promises = metricsToUndo.map(metricId => {
+
+          const currentMetric = snapshot.metrics.find(m => m.name === metricId.name && m.scenario === metricId.scenario);
+          if (!currentMetric || !currentMetric.previous) {
+            console.log('No previous state for metric:', metricId.name, metricId.scenario);
+            return Promise.resolve();
+          }
+
+          const prev = currentMetric.previous;
+          const prefix = 'snapshots.$.metrics.$[metric]';
+
+          // Restore fields that had values; unset fields that were null (didn't exist before)
+          const $set = {};
+          const $unset = { [prefix + '.previous']: 1 };
+
+          const fields = ['value', 'breakdown', 'source', 'verified'];
+          fields.forEach(field => {
+            if (prev[field] != null) {
+              $set[prefix + '.' + field] = prev[field];
+            } else {
+              $unset[prefix + '.' + field] = 1;
+            }
+          });
+
+          // History is always restored (empty array if it was empty)
+          $set[prefix + '.history'] = prev.history || [];
+
+          return self.findOneAndUpdate(
+            {
+              _id: financialsId,
+              snapshots: {
+                $elemMatch: {
+                  uuid: snapshotUUID,
+                  metrics: {
+                    $elemMatch: {
+                      name: metricId.name,
+                      scenario: metricId.scenario
+                    }
+                  }
+                }
+              }
+            },
+            {
+              $set: $set,
+              $unset: $unset
+            },
+            {
+              arrayFilters: [{ 'metric.name': metricId.name, 'metric.scenario': metricId.scenario }],
+              new: true,
+              session: _session
+            }
+          );
+
+        });
+
+        await Promise.all(promises);
+        await _session.commitTransaction();
+        _session.endSession();
+        console.log('Undo complete.');
+        return cb();
+
+      } catch (error) {
+        await _session.abortTransaction();
+        _session.endSession();
+        console.error(error);
+        return cb(error);
+      }
+
+    });
+
+  }
+
   Financials.statics.getAll = function getAll(options, cb) {
 
     const self = this;
@@ -1102,6 +1241,17 @@ module.exports = function(mongoose, config) {
 
     updateStatus(self);
 
+    // Wipe out previous values on metrics when a metric is verified
+    _.each(self.snapshots, function(snapshot) {
+      if (snapshot) {
+        _.each(snapshot.metrics, function(metric) {
+          if (metric && metric.verified && metric.previous) {
+            metric.previous = undefined;
+          }
+        });
+      }
+    });
+
     return next();
 
   });

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "11.135.0",
+  "version": "11.137.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",