@dhyasama/totem-models 7.0.3 → 7.2.2

package/lib/Financials.js

@@ -12,6 +12,11 @@ module.exports = function(mongoose, config) {
   var Schema = mongoose.Schema;
   var async = require('async');
   var _ = require('underscore');
+
+  // scheduled
+  // not scheduled (skipped)
+  // submitted
+
   
   var Financials = new Schema({
     
@@ -23,26 +28,14 @@ module.exports = function(mongoose, config) {
 
     currency: { type: String, required: true, default: 'USD' },
 
-    notifications: {
-
-      company: {
-
-        contact: {
-
-          exclude: { type: Boolean, default: false, required: true },
-          email: { type: String, trim: true },
-          name: { type: String, trim: true }
-
-        }
-
-      }
-
-    },
-
     snapshots: [{
 
       uuid: { type: String },
 
+      campaignId: { type: String },
+
+      status: { type: String },
+
       year: { type: Number, default: 0 },
       period: { type: String, enum: ['Annual', 'Q1', 'Q2', 'Q3', 'Q4', 'January', 'February', 'March', 'April', 'May', 'June', 'July', 'August', 'September', 'October', 'November', 'December'] },
 
@@ -194,23 +187,6 @@ module.exports = function(mongoose, config) {
   // Methods operate on a single document
   ///////////////////////////////////////////////////////////////////////////////////////
 
-  Financials.methods.snapshotStatus = function(uuid) {
-
-    if (!uuid) { return null; }
-
-    var snapshot = _.find(this.snapshots, function(s) {
-      if (!s || !s.uuid) { return; }
-      return s.uuid.toLowerCase() === uuid.toLowerCase();
-    });
-
-    if (!snapshot) { return null; }
-    else if (snapshot.submittedOn) { return "Submitted"; }
-    else if (snapshot.notifications.company.reminder.status) { return snapshot.notifications.company.reminder.status; }
-    else if (snapshot.notifications.company.initial.status) { return snapshot.notifications.company.initial.status; }
-    else { return null; }
-
-  };
-
 
 
   //////////////////////////////////////////////////////
@@ -402,7 +378,26 @@ module.exports = function(mongoose, config) {
 
     var self = this;
 
-    // todo
+    _.each(self.snapshots, function(snapshot) {
+
+      if(!snapshot) return;
+        
+      else if(!snapshot.uuid || snapshot.submittedOn) snapshot.status = 'Completed';
+      
+      else if(snapshot.notifications.company.initial.sendOn) {
+
+        var isScheduled = moment().isBefore(moment(snapshot.notifications.company.initial.sendOn));
+        var isOverdue = moment().subtract(30, 'd').isAfter(snapshot.notifications.company.reminder.sendOn || snapshot.notifications.company.initial.sendOn);
+
+        if(isScheduled) snapshot.status = 'Scheduled';
+        else if(isOverdue) snapshot.status = 'Overdue';
+        else snapshot.status = 'In Progress';
+
+      }
+
+      else snapshot.status = 'Not Scheduled';
+
+    });
 
     return next();
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "7.0.3",
+  "version": "7.2.2",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",

package/test/Financials.js

@@ -14,7 +14,7 @@ var customerB = new mongoose.Types.ObjectId();
 var orgA = new mongoose.Types.ObjectId();
 var orgB = new mongoose.Types.ObjectId();
 
-describe.skip('Financials', function() {
+describe('Financials', function() {
 
   before(function(done) {
     if (mongoose.connection.db) return done();
@@ -87,54 +87,77 @@ describe.skip('Financials', function() {
 
   });
 
-  it('gets financials for an org', function(done) {
+  // getByOrg
+  // getByPostmarkMessageId
+  // getByUUID
+  // getForCampaign
+  // getForCustomer
+  // getToSend
+  // getUUIDsToSendInitial
+  // getUUIDsToSendReminder
+  // removeCustomerFinancials
+  // upsert
 
-    Financials.getByOrg(customerA, orgA, function(err, result) {
-      should.not.exist(err);
-      should.exist(result);
-      result.length.should.equal(1);
-      result[0].monthsOfRunway.should.equal(1);
-      done();
-    });
+  it('creates a snapshot', function(done) {
+
+    // todo
+
+    done();
 
   });
 
-  it('gets financials for the same org but different customer', function(done) {
+  describe.skip('old so skip for now', function() {
+
+    it('gets financials for an org', function(done) {
+
+      Financials.getByOrg(customerA, orgA, function(err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        result.length.should.equal(1);
+        result[0].monthsOfRunway.should.equal(1);
+        done();
+      });
 
-    Financials.getByOrg(customerA, orgA, function(err, result) {
-      should.not.exist(err);
-      should.exist(result);
-      result.length.should.equal(1);
-      result[0].monthsOfRunway.should.equal(4);
-      done();
     });
 
-  });
+    it('gets financials for the same org but different customer', function(done) {
 
-  it('removes financials for a customer', function(done) {
+      Financials.getByOrg(customerA, orgA, function(err, result) {
+        should.not.exist(err);
+        should.exist(result);
+        result.length.should.equal(1);
+        result[0].monthsOfRunway.should.equal(4);
+        done();
+      });
 
-    config.CUSTOMER_ID = customerA;
+    });
 
-    Financials.find({}, function(err, result) {
+    it('removes financials for a customer', function(done) {
 
-      should.not.exist(err);
-      should.exist(result);
-      result.length.should.equal(4);
+      config.CUSTOMER_ID = customerA;
 
-      Financials.removeCustomerFinancials(config.CUSTOMER_ID, function(err, result) {
+      Financials.find({}, function(err, result) {
 
         should.not.exist(err);
         should.exist(result);
+        result.length.should.equal(4);
 
-        Financials.find({}, function(err, result) {
+        Financials.removeCustomerFinancials(config.CUSTOMER_ID, function(err, result) {
 
           should.not.exist(err);
           should.exist(result);
-          result.length.should.equal(2);
-          result[0].monthsOfRunway.should.equal(3);
-          result[1].monthsOfRunway.should.equal(4);
 
-          done();
+          Financials.find({}, function(err, result) {
+
+            should.not.exist(err);
+            should.exist(result);
+            result.length.should.equal(2);
+            result[0].monthsOfRunway.should.equal(3);
+            result[1].monthsOfRunway.should.equal(4);
+
+            done();
+
+          });
 
         });