@dhyasama/totem-models 12.18.0 → 12.20.0

package/index.js

@@ -74,6 +74,7 @@ var bootstrap = function(mongoose, config) {
   require('./lib/Message.js')(mongoose, config);
   require('./lib/MessageRecipient.js')(mongoose, config);
   require('./lib/News.js')(mongoose, config);
+  require('./lib/Overview.js')(mongoose, config);
   require('./lib/Rate.js')(mongoose, config);
   require('./lib/Snapshot.js')(mongoose, config);
   require('./lib/Sync.js')(mongoose, config);

package/lib/Meeting.js

@@ -64,7 +64,7 @@ module.exports = function(mongoose, config) {
       let query = this.findOne({ '_id': id, customer: options.CUSTOMER_ID });
       if (options.populate === true) { query.populate({ path: 'people', select: 'name title avatarUrl doNotDisplay' }); }
 
-      const result = await query.lean();
+      const result = await query.lean({ virtuals: true });
       return result;
     };
 
@@ -84,7 +84,7 @@ module.exports = function(mongoose, config) {
       let query = this.find({ 'eventId': eventId, customer: options.CUSTOMER_ID });
       if (options.populate === true) { query.populate({ path: 'people', select: 'name title avatarUrl doNotDisplay' }); }
 
-      const result = await query.lean();
+      const result = await query.lean({ virtuals: true });
       return result;
     };
 
@@ -104,7 +104,7 @@ module.exports = function(mongoose, config) {
       let query = this.findOne({ 'uniqueId': uniqueId, customer: options.CUSTOMER_ID });
       if (options.populate === true) { query.populate({ path: 'people', select: 'name title avatarUrl doNotDisplay' }); }
 
-      const result = await query.lean();
+      const result = await query.lean({ virtuals: true });
       return result;
     };
 
@@ -139,7 +139,7 @@ module.exports = function(mongoose, config) {
 
       if (options.populate === true) { query.populate({ path: 'people', select: 'name title avatarUrl doNotDisplay' }); }
 
-      const result = await query.lean();
+      const result = await query.lean({ virtuals: true });
       return result;
     };
 

package/lib/Overview.js

@@ -0,0 +1,160 @@
+"use strict";
+
+module.exports = function(mongoose, config) {
+
+  let Schema = mongoose.Schema;
+
+  // Set of models an overview can be generated for. Mirrors the polymorphic
+  // entity pattern used elsewhere in the codebase (Folder, Note, etc.).
+  const ALLOWED_ENTITY_MODELS = ['Organization', 'Fund', 'LimitedPartner'];
+
+  let Overview = new Schema({
+
+    customer: { type: Schema.ObjectId, ref: 'Account', index: true, required: true },
+
+    // What this overview is *about*. The model picks which loader runs to
+    // collect source material (org has emails/meetings/financials; fund has
+    // portfolio rollups; LP has communications/campaigns; etc.).
+    entity: {
+      // refPath lets `.populate('entity.id')` resolve to the correct
+      // collection based on the sibling `entity.model` field.
+      id: { type: Schema.ObjectId, required: true, refPath: 'entity.model' },
+      model: { type: String, enum: ALLOWED_ENTITY_MODELS, required: true }
+    },
+
+    // Lifecycle: 'generating' while the Lambda is producing the next overview,
+    // 'ready' once new content lands, 'error' if generation failed. Any prior
+    // 'ready' html is preserved while regenerating.
+    status: { type: String, enum: ['generating', 'ready', 'error'], default: 'generating', required: true, index: true },
+
+    // The AI-generated overview, as sanitized HTML. The model picks the
+    // layout, sections, ordering, and visualizations that best tell the story
+    // of this particular entity. May include <canvas data-chart='{...}'>
+    // blocks that the client hydrates with Chart.js.
+    html: { type: String },
+
+    // When the latest 'ready' html was produced.
+    generatedOn: { type: Date }
+
+  });
+
+  // One overview per (customer, entity). Generations upsert in place.
+  Overview.index({ customer: 1, 'entity.id': 1, 'entity.model': 1 }, { unique: true });
+
+  const validateEntity = function(entity) {
+    if (!entity || typeof entity !== 'object') throw new Error('entity is required');
+    if (!entity.id) throw new Error('entity.id is required');
+    if (!mongoose.Types.ObjectId.isValid(entity.id)) throw new Error('entity.id is not a valid ObjectId');
+    if (!entity.model) throw new Error('entity.model is required');
+    if (ALLOWED_ENTITY_MODELS.indexOf(entity.model) === -1) {
+      throw new Error('entity.model must be one of: ' + ALLOWED_ENTITY_MODELS.join(', '));
+    }
+  };
+
+  const entityFilter = function(customerId, entity) {
+    return {
+      customer: customerId,
+      'entity.id': entity.id,
+      'entity.model': entity.model
+    };
+  };
+
+  Overview.statics.getByEntity = function(customerId, entity, cb) {
+
+    const run = async () => {
+      if (!customerId) { throw new Error('customerId is required'); }
+      if (!mongoose.Types.ObjectId.isValid(customerId)) { throw new Error('customerId is not a valid ObjectId'); }
+      validateEntity(entity);
+
+      return await this.findOne(entityFilter(customerId, entity));
+    };
+
+    if (typeof cb === 'function') { run().then(result => cb(null, result), err => cb(err)); return; }
+    else { return run(); }
+
+  };
+
+  // Marks an overview as currently being generated. Creates the record if it
+  // doesn't exist. Preserves any existing 'ready' html so the UI keeps
+  // showing the previous overview while the new one is in flight.
+  Overview.statics.markGenerating = function(customerId, entity, cb) {
+
+    const run = async () => {
+      if (!customerId) { throw new Error('customerId is required'); }
+      validateEntity(entity);
+
+      const update = {
+        $set: { status: 'generating' },
+        $setOnInsert: { customer: customerId, entity: { id: entity.id, model: entity.model } }
+      };
+
+      return await this.findOneAndUpdate(
+        entityFilter(customerId, entity),
+        update,
+        { upsert: true, new: true, setDefaultsOnInsert: true }
+      );
+    };
+
+    if (typeof cb === 'function') { run().then(result => cb(null, result), err => cb(err)); return; }
+    else { return run(); }
+
+  };
+
+  // Writes the finished html + flips status to 'ready'.
+  Overview.statics.saveResult = function(customerId, entity, html, cb) {
+
+    const run = async () => {
+      if (!customerId) { throw new Error('customerId is required'); }
+      validateEntity(entity);
+      if (!html || typeof html !== 'string') { throw new Error('html is required'); }
+
+      const update = {
+        $set: {
+          status: 'ready',
+          html: html,
+          generatedOn: new Date()
+        },
+        $setOnInsert: { customer: customerId, entity: { id: entity.id, model: entity.model } }
+      };
+
+      return await this.findOneAndUpdate(
+        entityFilter(customerId, entity),
+        update,
+        { upsert: true, new: true, setDefaultsOnInsert: true }
+      );
+    };
+
+    if (typeof cb === 'function') { run().then(result => cb(null, result), err => cb(err)); return; }
+    else { return run(); }
+
+  };
+
+  Overview.statics.markError = function(customerId, entity, cb) {
+
+    const run = async () => {
+      if (!customerId) { throw new Error('customerId is required'); }
+      validateEntity(entity);
+
+      const update = {
+        $set: { status: 'error' },
+        $setOnInsert: { customer: customerId, entity: { id: entity.id, model: entity.model } }
+      };
+
+      return await this.findOneAndUpdate(
+        entityFilter(customerId, entity),
+        update,
+        { upsert: true, new: true, setDefaultsOnInsert: true }
+      );
+    };
+
+    if (typeof cb === 'function') { run().then(result => cb(null, result), err => cb(err)); return; }
+    else { return run(); }
+
+  };
+
+  Overview.set('autoIndex', false);
+  Overview.on('index', function(err) { if (err) console.log('error building overview indexes:', err); });
+
+  mongoose.model('Overview', Overview);
+
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "12.18.0",
+  "version": "12.20.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",