@dhyasama/totem-models 7.2.3 → 7.4.0

package/lib/CapTable.js

@@ -254,6 +254,18 @@ module.exports = function(mongoose, config) {
 
   };
 
+  CapTable.statics.getAllForCustomer2 = function getAllForCustomer2(customerId, cb) {
+
+    var self = this;
+
+    self
+      .find({customer: customerId })
+      .populate('stakeholders.person', 'name avatarUrl title')
+      .populate('stakeholders.fund', 'name shortName')
+      .exec(cb);
+
+  };
+
   CapTable.statics.getByFunds = function getByFunds(fundIds, cb) {
 
     var self = this;

package/lib/Financials.js

@@ -12,12 +12,8 @@ module.exports = function(mongoose, config) {
   var Schema = mongoose.Schema;
   var async = require('async');
   var _ = require('underscore');
+  var moment = require('moment');
 
-  // scheduled
-  // not scheduled (skipped)
-  // submitted
-
-  
   var Financials = new Schema({
     
     organization: { type: Schema.ObjectId, ref: 'Organization', required: true, index: true },
@@ -36,6 +32,8 @@ module.exports = function(mongoose, config) {
 
       status: { type: String },
 
+      action: { 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'] },
 
@@ -382,20 +380,38 @@ module.exports = function(mongoose, config) {
 
       if(!snapshot) return;
         
-      else if(!snapshot.uuid || snapshot.submittedOn) snapshot.status = 'Completed';
+      else if(!snapshot.uuid || snapshot.submittedOn) {
+        snapshot.status = 'Completed';
+        snapshot.action = null;
+      }
       
       else if(snapshot.notifications.company.initial.sendOn) {
 
         var isScheduled = moment().isBefore(moment(snapshot.notifications.company.initial.sendOn));
         var isOverdue = moment().subtract(30, 'd').isAfter(moment(snapshot.notifications.company.reminder.sendOn || snapshot.notifications.company.initial.sendOn));
+        
+        if(isScheduled) {
+          snapshot.status = 'Scheduled';
+          snapshot.action = null;
+        }
+        
+        else if(isOverdue) {
+          snapshot.status = 'Overdue';
+          snapshot.action = null;
+        }
 
-        if(isScheduled) snapshot.status = 'Scheduled';
-        else if(isOverdue) snapshot.status = 'Overdue';
-        else snapshot.status = 'In Progress';
+        else {
+          snapshot.status = 'In Progress';
+          if(snapshot.notifications.company.reminder.status) snapshot.action = 'Reminder ' + snapshot.notifications.company.reminder.status;
+          else if (snapshot.notifications.company.initial.status) snapshot.action = 'Initial ' + snapshot.notifications.company.initial.status;
+        }
 
       }
 
-      else snapshot.status = 'Not Scheduled';
+      else {
+        snapshot.status = 'Not Scheduled';
+        snapshot.action = null;
+      }
 
     });
 
@@ -413,8 +429,6 @@ module.exports = function(mongoose, config) {
     // todo
   });
 
-
-
   ///////////////////////////////////////////////////////////////////////////////////////
   // CONFIG
   ///////////////////////////////////////////////////////////////////////////////////////

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "7.2.3",
+  "version": "7.4.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",