@dhyasama/totem-models 4.4.0 → 4.5.0

package/.npmignore

@@ -0,0 +1,14 @@
+lib-cov
+*.seed
+*.log
+*.csv
+*.dat
+*.out
+*.pid
+*.gz
+
+npm-debug.log
+node_modules
+
+.DS_Store
+.idea

package/lib/Organization.js

@@ -33,6 +33,16 @@ module.exports = function(mongoose, config) {
         linkedin: { type: String, trim: true, unique: true, partialFilterExpression : { type :"string" } }
       },
 
+      deals: [{
+        customer: { type: Schema.ObjectId, ref: 'Organization' },
+        status: { type: String, trim: true },
+        history: [{
+          timestamp: { type: String },
+          account: { type: Schema.ObjectId, ref: 'Account' },
+          status: { type: String }
+        }]
+      }],
+
       contact: {
 
         phone: [{
@@ -139,6 +149,10 @@ module.exports = function(mongoose, config) {
         url: { type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true }
       },
 
+      carta: {
+        corporationid: { type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true }
+      },
+
       related: [{ type: Schema.ObjectId, ref: 'Organization' }],
 
       // customer specific (customer id is stored on note)
@@ -174,7 +188,7 @@ module.exports = function(mongoose, config) {
           }
         },
 
-        eshares: {
+        carta: {
           firmid: { type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true }
         },
 
@@ -184,6 +198,15 @@ module.exports = function(mongoose, config) {
 
         inbound: {
           active: { type: Boolean, default: false }
+        },
+
+        deals: {
+          active: { type: Boolean, default: false },
+          statuses: [{
+            name: { type: String, trim: true },
+            order: { type: Number },
+            active: { type: Boolean, default: true }
+          }]
         }
 
       },
@@ -358,6 +381,29 @@ module.exports = function(mongoose, config) {
 
   });
 
+  Organization.virtual('customer.deals.activeStatuses').get(function () {
+
+    var self = this;
+    var statuses = [];
+
+    // Don't return statuses for a different customer
+    if (self._id.toString() != config.CUSTOMER_ID) return statuses;
+
+    // Backwards schema compatability
+    else if (!self.customer.deals) return statuses;
+
+    // Deals aren't on for customer
+    else if (!self.customer.deals.active) return statuses;
+
+    // Get active status names and sort them
+    statuses = _.filter(self.customer.deals.statuses, function(s) { return s.active; });
+    statuses = _.sortBy(statuses, 'order');
+    statuses = _.pluck(statuses, 'name');
+
+    return statuses;
+
+  });
+
   Organization.virtual('employees.all').get(function () {
 
     var self = this;
@@ -526,6 +572,44 @@ module.exports = function(mongoose, config) {
   // Note that running a method on a document does not save it
   ///////////////////////////////////////////////////////////////////////////////////////
 
+  Organization.methods.addDeal = function(status, customer, account) {
+
+    var self = this;
+
+    // Validate inputs
+    if (!customer) throw new Error('Customer is required');
+    if (!status) throw new Error('Status is required');
+    if (!account) throw new Error('Account is required');
+
+    // Make sure customer and deals are active
+    if (!customer.customer.active) throw new Error('Customer is not active');
+    if (!customer.customer.deals.active) throw new Error('Deals are not active for this customer');
+
+    // Check if this deal already exists
+    var dealMatch = _.find(self.deals, function(d) {
+      var cid = d.customer._id ? d.customer._id.toString() : d.customer.toString();
+      return cid == customer._id.toString() && d.status.toLowerCase() == status.toLowerCase();
+    });
+
+    if (dealMatch) throw new Error('This deal status already exists for this customer');
+
+    // Check if status exists and is active
+    var statusMatch = _.find(customer.customer.deals.statuses, function(s) { return s.name.toLowerCase() == status.toLowerCase() && s.active; });
+    if (!statusMatch) throw new Error('This deal status is not valid for this customer');
+
+    // Add the deal
+    self.deals.push({
+      customer: customer,
+      status: status,
+      history: [{
+        timestamp: new Date(),
+        account: account,
+        status: status
+      }]
+    });
+
+  };
+
   Organization.methods.addPerson = function(personToAdd) {
 
     var self = this;
@@ -957,6 +1041,32 @@ module.exports = function(mongoose, config) {
 
   };
 
+  Organization.statics.getDeals = function getDeals(cb) {
+
+    var self = this;
+
+    self
+      .find({ 'deals.customer': config.CUSTOMER_ID, 'deleted': { $ne: true } })
+      .select('name website websiteAliases deals')
+      .exec(function(err, result) {
+
+        if (err) return cb(err, null);
+
+        result = _.map(result, function(item) {
+          return {
+            name: item.name,
+            website: item.website,
+            websiteAliases: item.websiteAliases,
+            deals: item.deals
+          }
+        });
+
+        return cb(null, result);
+
+      });
+
+  };
+
   Organization.statics.getFlags = function getFlags(orgid, cb) {
 
     var self = this;
@@ -1513,6 +1623,7 @@ module.exports = function(mongoose, config) {
     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; });
+    doc.deals = _.reject(doc.deals, function(item) { return !item.customer || item.customer.toString() != CUSTOMER_ID; });
 
     // people
     _.each(doc.people, function(person) {

package/lib/Person.js

@@ -37,7 +37,8 @@ module.exports = function(mongoose, config) {
       phone: [{
         type: { type: String, enum: ['home', 'work', 'assistant', 'mobile', 'other'] },
         number: { type: String, default: '' },
-        primary: { type: Boolean, default: false }
+        primary: { type: Boolean, default: false },
+        //customer: { type: Schema.ObjectId, ref: 'Organization' }
       }],
 
       email: [{