@dhyasama/totem-models 8.105.0 → 8.107.0

package/lib/CapTable.js

@@ -50,7 +50,7 @@ module.exports = function(mongoose, config) {
       // verbatim text from the cap table
       name: { type: String, trim: true, required: true },
 
-      // link to a fund in our system
+      // link stakeholder to a fund in our system
       fund: {
         type: Schema.ObjectId,
         ref: 'Fund',
@@ -58,25 +58,25 @@ module.exports = function(mongoose, config) {
         required: false,
         validate: {
           validator: function(v) {
-            if (v && this.person || this.org || this.lp) return false;
+            if (v && this.lp || this.org || this.person) return false;
             else return true;
           },
-          message: 'A stakeholder can only be linked to one of the following: fund, person, org, lp'
+          message: 'A stakeholder can only be linked to one of the following: fund, lp, org, person'
         }
       },
 
-      // link stakeholder to a person in our system
-      person: {
+      // link stakeholder to a lp in our system
+      lp: {
         type: Schema.ObjectId,
-        ref: 'Person',
+        ref: 'LimitedPartner',
         default: null,
         required: false,
         validate: {
           validator: function(v) {
-            if (v && this.fund || this.org || this.lp) return false;
+            if (v || this.fund || this.org || this.person) return false;
             else return true;
           },
-          message: 'A stakeholder can only be linked to one of the following: fund, person, org, lp'
+          message: 'A stakeholder can only be linked to one of the following: fund, lp, org, person'
         }
       },
 
@@ -88,25 +88,25 @@ module.exports = function(mongoose, config) {
         required: false,
         validate: {
           validator: function(v) {
-            if (v || this.fund || this.person || this.lp) return false;
+            if (v || this.fund || this.lp || this.person) return false;
             else return true;
           },
-          message: 'A stakeholder can only be linked to one of the following: fund, person, org, lp'
+          message: 'A stakeholder can only be linked to one of the following: fund, lp, org, person'
         }
       },
 
-      // link stakeholder to a lp in our system
-      lp: {
+      // link stakeholder to a person in our system
+      person: {
         type: Schema.ObjectId,
-        ref: 'LimitedPartner',
+        ref: 'Person',
         default: null,
         required: false,
         validate: {
           validator: function(v) {
-            if (v || this.fund || this.person || this.org) return false;
+            if (v && this.fund || this.lp || this.org) return false;
             else return true;
           },
-          message: 'A stakeholder can only be linked to one of the following: fund, person, org, lp'
+          message: 'A stakeholder can only be linked to one of the following: fund, lp, org, person'
         }
       },
 
@@ -492,6 +492,4 @@ module.exports = function(mongoose, config) {
 
   mongoose.model('CapTable', CapTable);
 
-};
-
-
+};

package/lib/Fund.js

@@ -21,7 +21,11 @@ module.exports = function(mongoose, config) {
       amount: { type: Number, default: 0 },
       date: { type: Date, default: null },
     }],
-    customFields: { type: Schema.Types.Mixed }
+    customFields: { type: Schema.Types.Mixed },
+    
+    // the stakeholders names we match to on cap tables
+    stakeholders: [{ type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true, lowercase: true }]
+  
   });
 
   /************* BASIC FIELDS **********************/

package/lib/LimitedPartner.js

@@ -104,7 +104,10 @@ module.exports = function(mongoose, config) {
     customFields: { type: Schema.Types.Mixed },
 
     // customer specific (customer id is stored on doc)
-    documents: [ { type: Schema.ObjectId, ref: 'Document' } ]
+    documents: [ { type: Schema.ObjectId, ref: 'Document' } ],
+
+    // the stakeholders names we match to on cap tables
+    stakeholders: [{ type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true, lowercase: true }]
 
   });
 

package/lib/Organization.js

@@ -586,7 +586,10 @@ module.exports = function(mongoose, config) {
         _id: false,
         customer: { type: Schema.ObjectId, ref: 'Organization' },
         fields: { type: Schema.Types.Mixed }
-      }]
+      }],
+
+      // the stakeholders names we match to on cap tables
+      stakeholders: [{ type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true, lowercase: true }]
 
     });
 

package/lib/Person.js

@@ -131,7 +131,10 @@ module.exports = function(mongoose, config) {
 
     related: [{ type: Schema.ObjectId, ref: 'Person' }],
 
-    doNotDisplay: { type: Boolean, default: false }
+    doNotDisplay: { type: Boolean, default: false },
+
+    // the stakeholders names we match to on cap tables
+    stakeholders: [{ type: String, unique: true, partialFilterExpression : { type :"string" }, trim: true, lowercase: true }]
 
   });
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "8.105.0",
+  "version": "8.107.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",