@dhyasama/totem-models 6.2.1 → 6.3.0

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

@@ -213,6 +213,50 @@ module.exports = function(mongoose, config) {
             color: { type: String, trim: true }
           }],
 
+          standardFields: {
+
+            // active set to false will keep the field out of system for customer, i.e., off list page, org page deal section and deal edit form
+            // showOnList controls if the field will be on deal list page
+            // if a field is active, it will show up on the org page deal section and deal edit form. there is no way to hide it in those places.
+            // order for standard fields only sets the order on the list page. their position is fixed on the org page deal section and edit form.
+            // order is co-mingled with order for custom fields
+            // filter controls whether values are extracted and used in filtering options on list page
+            // colSpan is for table on list page
+
+            fundraise: {
+              active: { type: Boolean, default: true },
+              showOnList: { type: Boolean, default: true },
+              order: { type: Number, default: 1 },
+              filter: { type: Boolean, default: false },
+              colSpan: { type: Number, default: 1 }
+            },
+
+            sources: {
+              active: { type: Boolean, default: true },
+              showOnList: { type: Boolean, default: false },
+              order: { type: Number, default: 99 },
+              filter: { type: Boolean, default: false },
+              colSpan: { type: Number, default: 1 }
+            },
+
+            referrers: {
+              active: { type: Boolean, default: true },
+              showOnList: { type: Boolean, default: false },
+              order: { type: Number, default: 99 },
+              filter: { type: Boolean, default: false },
+              colSpan: { type: Number, default: 1 }
+            },
+
+            resources: {
+              active: { type: Boolean, default: true },
+              showOnList: { type: Boolean, default: false },
+              order: { type: Number, default: 99 },
+              filter: { type: Boolean, default: false },
+              colSpan: { type: Number, default: 1 }
+            },
+
+          },
+
           customFields: [{
 
             // Data stored on deals will be accessed with this key
@@ -239,14 +283,14 @@ module.exports = function(mongoose, config) {
               value: { type: String, trim: true, required: true },
 
               // This is used to validate and aggregate answers for polls
-              type: { type: String, enum: ['String', 'Number', 'Boolean'] }
+              type: { type: String, enum: ['String', 'Number', 'Boolean'], required: true }
 
             }],
 
             // For controlling display on web pages
             display: {
 
-              // Sets the order to render fields
+              // Sets the order to render fields on list, org page deal section and deal edit form
               order: { type: Number },
 
               // Sets the number of columns for this property to span on the deals list
@@ -456,6 +500,92 @@ module.exports = function(mongoose, config) {
 
   });
 
+  Organization.virtual('customer.deals.columns').get(function () {
+
+    // Combine ever-present fields, standard fields and custom fields into a single list and sort by column order
+    // Fundraise is actually two fields, so multiply the order by ten to make room for the extra field
+    // Returns tuples of name/order
+
+    var self = this;
+
+    var standardFields = self.customer.deals.standardFields;
+
+    // Defaulting to off so it will be immediately apparent the customer hasn't been properly configured
+    standardFields = standardFields || {
+      fundraise: {
+        active: false,
+        showOnList: false
+      },
+      sources: {
+        active: false,
+        showOnList: false
+      },
+      referrers: {
+        active: false,
+        showOnList: false
+      }
+    };
+
+    var customFields = self.customer.deals.customFields;
+    var result = [];
+
+    // Add the standard fields that are active
+    if (standardFields.fundraise.active && standardFields.fundraise.showOnList) {
+      result.push({
+        name: 'Fundraise Amount',
+        order: standardFields.fundraise.order * 10
+      }, {
+        name: 'Fundraise Valuation',
+        order: standardFields.fundraise.order * 10 + 1
+      });
+    }
+
+    if (standardFields.sources.active && standardFields.sources.showOnList) {
+      result.push({
+        name: 'Source',
+        order: standardFields.sources.order * 10
+      });
+    }
+
+    if (standardFields.referrers.active && standardFields.referrers.showOnList) {
+      result.push({
+        name: 'Referrers',
+        order: standardFields.referrers.order * 10
+      });
+    }
+
+    // Add the custom fields
+    _.each(customFields, function(field) {
+      if (field.display.showOnList) {
+        result.push({
+          name: field.label,
+          order: field.display.order * 10
+        });
+      }
+    });
+
+    // Sort the combined standard and custom fields
+    result = _.sortBy(result, function(item) { return item.order; });
+
+    // Put the ever-present fields at the beginning
+    result.unshift({
+      name: 'Company',
+      order: 0
+    }, {
+      name: 'Stage',
+      order: 1
+    });
+
+    // Now that we have all fields combined and ordered, make column order zero-indexed and gap-free
+    result = _.map(result, function(item, index) {
+      item.order = index;
+      return item;
+    });
+
+    return result;
+
+  });
+
   Organization.virtual('employees.all').get(function () {
 
     var self = this;