@dhyasama/totem-models 2.2.2 → 2.3.0

package/index.js

@@ -53,6 +53,7 @@ var bootstrap = function(mongoose, config) {
   require('./lib/Activity.js')(mongoose, config);
   require('./lib/CalendarEvent.js')(mongoose, config);
   require('./lib/CapTable.js')(mongoose, config);
+  require('./lib/Financials.js')(mongoose, config);
   require('./lib/Interaction.js')(mongoose, config);
   require('./lib/Investment.js')(mongoose, config);
   require('./lib/List.js')(mongoose, config);

package/lib/CalendarEvent.js

@@ -111,6 +111,17 @@ module.exports = function(mongoose, config) {
       .exec(cb);
   };
 
+  CalendarEvent.statics.markAsProcessed = function markAsProcessed(id, cb) {
+
+    var self = this;
+    var filter = { '_id': id };
+    var update = { $set: { processed: true } };
+    var options = { 'upsert': false, 'new': true };
+
+    self.findOneAndUpdate(filter, update, options, cb);
+
+  };
+
   CalendarEvent.statics.upsert = function(calendarEvent, cb) {
 
     var self = this;

package/lib/Financials.js

@@ -0,0 +1,188 @@
+"use strict";
+
+///////////////////////////////////////////////////////////////////////////////////////
+// NOTES
+//
+// This is private data
+//
+///////////////////////////////////////////////////////////////////////////////////////
+
+module.exports = function(mongoose, config) {
+
+  var Schema = mongoose.Schema;
+  var Round = mongoose.model('Round');
+  var async = require('async');
+  var _ = require('underscore');
+
+  var Financials = new Schema({
+
+    organization: { type: Schema.ObjectId, ref: 'Organization', required: true, index: true },
+
+    customer: { type: Schema.ObjectId, ref: 'Organization', required: true, index: true },
+
+    asOfDate: { type: Date, required: true },
+    burn: { type: Number, default: 0 },
+    runway: { type: Number, default: 0 },
+    cashBalance: { type: Number, default: 0 },
+
+    revenue: {
+      ytd: { type: Number, default: 0 },
+      projected: { type: Number, default: 0 },
+      past: [{
+        year: { type: Number, default: 0 },
+        amount: { type: Number, default: 0 }
+      }]
+    },
+
+    expenses: {
+      ytd: { type: Number, default: 0 },
+      projected: { type: Number, default: 0 },
+      past: [{
+        year: { type: Number, default: 0 },
+        amount: { type: Number, default: 0 }
+      }]
+    },
+
+    grossProfit: {
+      ytd: { type: Number, default: 0 },
+      projected: { type: Number, default: 0 },
+      past: [{
+        year: { type: Number, default: 0 },
+        amount: { type: Number, default: 0 }
+      }]
+    },
+
+    operatingIncome: {
+      ytd: { type: Number, default: 0 },
+      projected: { type: Number, default: 0 },
+      past: [{
+        year: { type: Number, default: 0 },
+        amount: { type: Number, default: 0 }
+      }]
+    },
+
+    // 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
+    }],
+
+  });
+
+
+
+  ///////////////////////////////////////////////////////////////////////////////////////
+  // VIRTUALS
+  // Properties that are not persisted to the database
+  ///////////////////////////////////////////////////////////////////////////////////////
+
+
+
+  //////////////////////////////////////////////////////
+  // STATICS
+  // Statics operate on the entire collection
+  //////////////////////////////////////////////////////
+
+  Financials.statics.getByOrg = function getByOrg(orgId, cb) {
+
+    var self = this;
+
+    var query = self.find({
+      'organization': orgId,
+      'customer': config.CUSTOMER_ID
+    });
+
+    query.exec(function(err, rounds) {
+
+      if (err) return cb(err, null);
+      if (!rounds || rounds.length == 0) return cb(null, []);
+
+      var error = checkForUnpopulatedData(rounds, 'Round.getByOrg');
+      if (error) return cb(error, null);
+
+      // reverse chronological
+      rounds = _.sortBy(rounds, function(r) {
+
+        var date = r.closingDate;
+
+        // use investment date in absence of closing date
+        if (!date && r.vehicles.length && r.vehicles[0].investments.length) {
+          date = r.vehicles[0].investments[0].investmentDate;
+        }
+
+        return date;
+
+      }).reverse();
+
+      return cb(null, rounds);
+
+    });
+
+  };
+
+  Financials.statics.removeCustomerFinancials = function removeCustomerFinancials(customerId, cb) {
+
+    var self = this;
+
+    self
+      .remove({customer: customerId})
+      .exec(cb);
+
+  };
+
+  Financials.statics.upsert = function upsert(financials, cb) {
+    if (!financials) { return cb(new Error('financials is required'), null); }
+    financials.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
+  ///////////////////////////////////////////////////////////////////////////////////////
+
+  Financials.pre('save', function(next) {
+
+    var self = this;
+
+    // todo
+
+    return next();
+
+  });
+
+  Financials.post('init', function(doc, next) {
+
+    doc.revenue.past = _.sortBy(doc.revenue.past, '-year');
+    doc.expenses.past = _.sortBy(doc.expenses.past, '-year');
+    doc.grossProfit.past = _.sortBy(doc.grossProfit.past, '-year');
+    doc.operatingIncome.past = _.sortBy(doc.operatingIncome.past, '-year');
+
+    return next();
+
+  });
+
+  Financials.post('remove', function(doc) {
+    // todo
+  });
+
+
+
+  ///////////////////////////////////////////////////////////////////////////////////////
+  // CONFIG
+  ///////////////////////////////////////////////////////////////////////////////////////
+
+  Financials.set('toJSON', { virtuals: true });
+  Financials.set('autoIndex', false);
+
+  Financials.on('index', function(err) { console.log('error building financials indexes: ' + err); });
+
+  mongoose.model('Financials', Financials);
+
+};
+
+

package/lib/Organization.js

@@ -302,7 +302,7 @@ module.exports = function(mongoose, config) {
 
     _.each(self.people, function(p) {
       var boardRole = p.board;
-      if (boardRole && boardRole != 'none') members.push(p.person);
+      if (p.person && boardRole && boardRole != 'none') members.push(p.person);
     });
 
     members = _.sortBy(members, function(member) {
@@ -321,7 +321,7 @@ module.exports = function(mongoose, config) {
 
     _.each(self.people, function(p) {
       var boardRole = p.board;
-      if (p.current && boardRole && boardRole != 'none') members.push(p.person);
+      if (p.person && p.current && boardRole && boardRole != 'none') members.push(p.person);
     });
 
     members = _.sortBy(members, function(member) {
@@ -340,7 +340,7 @@ module.exports = function(mongoose, config) {
 
     _.each(self.people, function(p) {
       var boardRole = p.board;
-      if (!p.current && boardRole && boardRole != 'none') members.push(p.person);
+      if (p.person && !p.current && boardRole && boardRole != 'none') members.push(p.person);
     });
 
     members = _.sortBy(members, function(member) {
@@ -358,7 +358,7 @@ module.exports = function(mongoose, config) {
     var result = [];
 
     _.each(self.people, function(p) {
-      if (!p.leader && (!p.board || p.board == 'none')) result.push(p);
+      if (p.person && !p.leader && (!p.board || p.board == 'none')) result.push(p);
     });
 
     result = _.sortBy(result, function(item) {
@@ -376,7 +376,7 @@ module.exports = function(mongoose, config) {
     var result = [];
 
     _.each(self.people, function(p) {
-      if (p.current && !p.leader && (!p.board || p.board == 'none')) result.push(p);
+      if (p.person && p.current && !p.leader && (!p.board || p.board == 'none')) result.push(p);
     });
 
     result = _.sortBy(result, function(item) {
@@ -394,7 +394,7 @@ module.exports = function(mongoose, config) {
     var result = [];
 
     _.each(self.people, function(p) {
-      if (!p.current && !p.leader && (!p.board || p.board == 'none')) result.push(p);
+      if (p.person && !p.current && !p.leader && (!p.board || p.board == 'none')) result.push(p);
     });
 
     result = _.sortBy(result, function(item) {
@@ -778,7 +778,8 @@ module.exports = function(mongoose, config) {
         'people': {
           $elemMatch: {
             'person': personId,
-            'board': { $in: ['chairman', 'director', 'observer'] }
+            'board': { $in: ['chairman', 'director', 'observer'] },
+            'current': true
           }
         }
       })

package/package-lock.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "2.1.6",
+  "version": "2.2.3",
   "lockfileVersion": 1,
   "requires": true,
   "dependencies": {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "2.2.2",
+  "version": "2.3.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",