@dhyasama/totem-models 8.35.0 → 8.37.0

package/lib/Financials.js

@@ -101,12 +101,17 @@ module.exports = function(mongoose, config) {
         amount: { type: Number, default: 0 },
         breakdown: { type: Schema.Types.Mixed }
       },
+      
+      documents: [{ 
+        _id: false,
+        name: { type: String, trim: true },
+        document: { type: Schema.ObjectId, ref: 'Document' },
+      }],
 
       metrics: { type: Schema.Types.Mixed },
       questions: { type: Schema.Types.Mixed },
 
       comment: { type: String, trim: true },
-      documents: [ { type: Schema.ObjectId, ref: 'Document' } ],
 
       submittedOn: { type: Date, index: false },
       submittedBy: { type: String, trim: true },
@@ -214,7 +219,7 @@ module.exports = function(mongoose, config) {
       'customer': customerId,
       'organization': orgId
     }).populate({
-      path: 'snapshots.documents',
+      path: 'snapshots.documents.document',
       match: { customer: customerId }
     });
 
@@ -232,7 +237,7 @@ module.exports = function(mongoose, config) {
 
     query.populate('organization', 'name logoUrl');
     query.populate('customer');
-    query.populate('snapshots.documents');
+    query.populate('snapshots.documents.document');
 
     query.exec(function (err, result) {
 
@@ -248,8 +253,8 @@ module.exports = function(mongoose, config) {
 
       _.each(result.snapshots, function (snapshot) {
 
-        snapshot.documents = _.filter(snapshot.documents, function (document) {
-          return document.customer.toString() === result.customer._id.toString();
+        snapshot.documents = _.reject(snapshot.documents, function (d) {
+          return d.document && d.document.customer.toString() !== result.customer._id.toString();
         });
 
       });

package/lib/Organization.js

@@ -208,7 +208,6 @@ module.exports = function(mongoose, config) {
         portfolio: {
 
           reports: [{
-
             name: { type: String, trim: true },
             filters: [{
               _id: false,
@@ -219,13 +218,22 @@ module.exports = function(mongoose, config) {
               by: { type: String, trim: true },
               reverse: { type: Boolean, default: false }
             },
-            fields: [ {type: String, trim: true} ],
-      
+            fields: [{ type: String, trim: true }],
           }],
 
-          financials : {
+          financials: {
             active: { type: Boolean, default: false },
             managedServices: { type: Boolean, default: false },
+            reminders: {
+              frequency: { type: Number, default: 7 },
+              occurences: { type: Number, default: 3 },
+            },
+            documents: [{
+              _id: false,
+              name: { type: String, trim: true },
+              description: { type: String, trim: true },
+              required: { type: Boolean, default: false }
+            }],
             metrics: [{
               _id: false,
               name: { type: String, trim: true },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "8.35.0",
+  "version": "8.37.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",