@dhyasama/totem-models 8.82.0 → 8.83.0

package/lib/Financials.js

@@ -321,8 +321,8 @@ module.exports = function(mongoose, config) {
 
         _.each(financial.snapshots, function(snapshot) {
 
-          var hasSendTo = snapshot.notifications.company.sendTo.length > 0;
-          var hasSendOnLessThanNow = snapshot.notifications.company.initial.sendOn < now;
+          var hasSendTo = snapshot.notifications.company.sendTo && snapshot.notifications.company.sendTo.length > 0;
+          var hasSendOnLessThanNow = snapshot.notifications.company.initial.sendOn && snapshot.notifications.company.initial.sendOn < now;
           var hasSentOn = snapshot.notifications.company.initial.sentOn;
           var hasSentToQueue = snapshot.notifications.company.initial.sentToQueue;
 
@@ -388,8 +388,8 @@ module.exports = function(mongoose, config) {
         _.each(financial.snapshots, function(snapshot) {
 
           var conditions = _.some(snapshot.notifications.company.reminders, function(reminder) {
-            var hasSendTo = snapshot.notifications.company.sendTo.length > 0;
-            var hasSendOnLessThanNow = reminder.sendOn < now;
+            var hasSendTo = snapshot.notifications.company.sendTo && snapshot.notifications.company.sendTo.length > 0;
+            var hasSendOnLessThanNow = reminder.sendOn && reminder.sendOn < now;
             var hasSentOn = reminder.sentOn;
             var hasSentToQueue = reminder.sentToQueue;
             var hasBeenSubmitted = snapshot.submittedOn;
@@ -450,8 +450,8 @@ module.exports = function(mongoose, config) {
         _.each(financial.snapshots, function(snapshot) {
 
           var conditions = _.some(snapshot.notifications.company.rejections, function(rejection) {
-            var hasSendTo = snapshot.notifications.company.sendTo.length > 0;
-            var hasSendOnLessThanNow = rejection.sendOn < now;
+            var hasSendTo = snapshot.notifications.company.sendTo && snapshot.notifications.company.sendTo.length > 0;
+            var hasSendOnLessThanNow = rejection.sendOn && rejection.sendOn < now;
             var hasSentOn = rejection.sentOn;
             var hasSentToQueue = rejection.sentToQueue;
             var hasBeenSubmitted = snapshot.submittedOn;

package/lib/Organization.js

@@ -204,6 +204,39 @@ module.exports = function(mongoose, config) {
 
         portfolio: {
 
+          customFields: [{
+
+            // store the data using this key (changing it after data is in the system will make data inaccessible)
+            key: { type: String, trim: true },
+
+            // User friendly text, will be displayed
+            label: { type: String, trim: true },
+
+            // Dictates the type of control rendered on form and data validation
+            type: { type: String, enum: ['Text', 'Number', 'Checkbox', 'Single Select', 'Timestamp', 'Tags', 'Person', 'Org', 'Poll'] },
+
+            // These are the number formats
+            format: { type: String, enum: ['number', 'abbreviated', 'decimal', 'financials', 'currency', 'ownership', 'multiple', 'variance'] },
+
+            // These will be the choices in polls, single-selects and multi-selects
+            options: [{
+
+              // This is the option shown to users
+              label: { type: String, trim: true },
+
+              // This is the value that gets stored
+              value: { type: String, trim: true },
+
+              // This is used to aggregate answers for polls
+              type: { type: String, enum: ['String', 'Number', 'Boolean'] }
+
+            }],
+
+            // Determines whether the field should be pinned to the entity page
+            pin: { type: Boolean, default: false }
+
+          }],
+
           reports: [{
             name: { type: String, trim: true },
             filters: [{
@@ -272,6 +305,39 @@ module.exports = function(mongoose, config) {
             required: { type: Boolean, default: false }
           }],
 
+          customFields: [{
+
+            // store the data using this key (changing it after data is in the system will make data inaccessible)
+            key: { type: String, trim: true },
+
+            // User friendly text, will be displayed
+            label: { type: String, trim: true },
+
+            // Dictates the type of control rendered on form and data validation
+            type: { type: String, enum: ['Text', 'Number', 'Checkbox', 'Single Select', 'Timestamp', 'Tags', 'Person', 'Org', 'Poll'] },
+
+            // These are the number formats
+            format: { type: String, enum: ['number', 'abbreviated', 'decimal', 'financials', 'currency', 'ownership', 'multiple', 'variance'] },
+
+            // These will be the choices in polls, single-selects and multi-selects
+            options: [{
+
+              // This is the option shown to users
+              label: { type: String, trim: true },
+
+              // This is the value that gets stored
+              value: { type: String, trim: true },
+
+              // This is used to aggregate answers for polls
+              type: { type: String, enum: ['String', 'Number', 'Boolean'] }
+
+            }],
+
+            // Determines whether the field should be pinned to the entity page
+            pin: { type: Boolean, default: false }
+
+          }],
+
           reports: [{
             name: { type: String, trim: true },
             filters: [{
@@ -310,21 +376,16 @@ module.exports = function(mongoose, config) {
 
           customFields: [{
 
-            // Data stored on deals will be accessed with this key
-            // It must follow standard js variable naming rules
-            // Whenever possible, just use the label and replace spaces with underscore
-            // Will not be displayed
-            // Changing it after data is in the system will make data on deal inaccessible
+            // store the data using this key (changing it after data is in the system will make data inaccessible)
             key: { type: String, trim: true },
 
             // User friendly text, will be displayed
             label: { type: String, trim: true },
 
-            // Dictates the type of control rendered on form
-            // Also impacts data validation
+            // Dictates the type of control rendered on form and data validation
             type: { type: String, enum: ['Text', 'Number', 'Checkbox', 'Single Select', 'Timestamp', 'Tags', 'Person', 'Org', 'Poll'] },
 
-            // This is the format for numbers
+            // These are the number formats
             format: { type: String, enum: ['number', 'abbreviated', 'decimal', 'financials', 'currency', 'ownership', 'multiple', 'variance'] },
 
             // These will be the choices in polls, single-selects and multi-selects
@@ -341,6 +402,9 @@ module.exports = function(mongoose, config) {
 
             }],
 
+            // Determines whether the field should be pinned to the entity page
+            pin: { type: Boolean, default: false }
+
           }],
 
           reports: [{
@@ -373,6 +437,39 @@ module.exports = function(mongoose, config) {
             active: { type: Boolean, default: false },
           },
 
+          customFields: [{
+
+            // store the data using this key (changing it after data is in the system will make data inaccessible)
+            key: { type: String, trim: true },
+
+            // User friendly text, will be displayed
+            label: { type: String, trim: true },
+
+            // Dictates the type of control rendered on form and data validation
+            type: { type: String, enum: ['Text', 'Number', 'Checkbox', 'Single Select', 'Timestamp', 'Tags', 'Person', 'Org', 'Poll'] },
+
+            // These are the number formats
+            format: { type: String, enum: ['number', 'abbreviated', 'decimal', 'financials', 'currency', 'ownership', 'multiple', 'variance'] },
+
+            // These will be the choices in polls, single-selects and multi-selects
+            options: [{
+
+              // This is the option shown to users
+              label: { type: String, trim: true },
+
+              // This is the value that gets stored
+              value: { type: String, trim: true },
+
+              // This is used to aggregate answers for polls
+              type: { type: String, enum: ['String', 'Number', 'Boolean'] }
+
+            }],
+
+            // Determines whether the field should be pinned to the entity page
+            pin: { type: Boolean, default: false }
+
+          }],
+
           reports: [{
             name: { type: String, trim: true },
             filters: [{
@@ -405,6 +502,39 @@ module.exports = function(mongoose, config) {
             active: { type: Boolean, default: false },
           },
 
+          customFields: [{
+
+            // store the data using this key (changing it after data is in the system will make data inaccessible)
+            key: { type: String, trim: true },
+
+            // User friendly text, will be displayed
+            label: { type: String, trim: true },
+
+            // Dictates the type of control rendered on form and data validation
+            type: { type: String, enum: ['Text', 'Number', 'Checkbox', 'Single Select', 'Timestamp', 'Tags', 'Person', 'Org', 'Poll'] },
+
+            // These are the number formats
+            format: { type: String, enum: ['number', 'abbreviated', 'decimal', 'financials', 'currency', 'ownership', 'multiple', 'variance'] },
+
+            // These will be the choices in polls, single-selects and multi-selects
+            options: [{
+
+              // This is the option shown to users
+              label: { type: String, trim: true },
+
+              // This is the value that gets stored
+              value: { type: String, trim: true },
+
+              // This is used to aggregate answers for polls
+              type: { type: String, enum: ['String', 'Number', 'Boolean'] }
+
+            }],
+
+            // Determines whether the field should be pinned to the entity page
+            pin: { type: Boolean, default: false }
+
+          }],
+
           reports: [{
             name: { type: String, trim: true },
             filters: [{

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "8.82.0",
+  "version": "8.83.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",