@dhyasama/totem-models 8.82.1 → 8.84.0

package/helpers.js

@@ -16,11 +16,11 @@ const cleanOrg = module.exports.cleanOrg = function cleanOrg(doc, customerId) {
   // remove customer details if not viewing self
   if (doc._id.toString() !== customerId.toString()) { doc.customer = {}; }
 
-  doc.lps = _.reject(doc.lps, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
+  doc.chairs = _.reject(doc.chairs, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
+  doc.customFields = _.reject(doc.customFields, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
   doc.filters = _.reject(doc.filters, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
+  doc.lps = _.reject(doc.lps, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
   doc.valuations = _.reject(doc.valuations, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
-  doc.iLevel = _.reject(doc.iLevel, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
-  doc.chairs = _.reject(doc.chairs, function(item) { return !item.customer || item.customer.toString() !== customerId.toString(); });
   doc.operating.acquired.private = _.find(doc.operating.acquired.private, function(item) { return !item.customer || item.customer.toString() === customerId.toString(); });
   doc.operating.closed.private = _.find(doc.operating.closed.private, function(item) { return !item.customer || item.customer.toString() === customerId.toString(); });
 

package/lib/Fund.js

@@ -21,6 +21,7 @@ module.exports = function(mongoose, config) {
       amount: { type: Number, default: 0 },
       date: { type: Date, default: null },
     }],
+    customFields: { type: Schema.Types.Mixed }
   });
 
   /************* BASIC FIELDS **********************/
@@ -131,6 +132,9 @@ module.exports = function(mongoose, config) {
     if (!fund) { return cb(new Error('Fund is required'), null); }
     if (!username) { return cb(new Error('Username is required'), null); }
 
+    // Required for mixed types
+    fund.markModified('customFields');
+
     fund.save(cb);
 
   };

package/lib/LimitedPartner.js

@@ -99,7 +99,9 @@ module.exports = function(mongoose, config) {
       value: { type: Schema.Types.Mixed, required: true },
       format: { type: String, enum: [null, 'number', 'decimal', 'money', 'percentage', 'date']},
       _id: false
-    }]
+    }],
+
+    customFields: { type: Schema.Types.Mixed }
 
   });
 
@@ -726,6 +728,7 @@ module.exports = function(mongoose, config) {
 
     // Required for mixed types
     lp.markModified('details');
+    lp.markModified('customFields');
 
     lp.extendWithWriteFilter(lp, options.role);
     lp.save(function(err, result) {

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: [{
@@ -448,6 +578,12 @@ module.exports = function(mongoose, config) {
       // Another way to put it, these are funds from which this organization makes investments
       funds: [{ type: Schema.ObjectId, ref: 'Fund' }],
 
+      customFields: [{
+        _id: false,
+        customer: { type: Schema.ObjectId, ref: 'Organization' },
+        fields: { type: Schema.Types.Mixed }
+      }]
+
     });
 
 
@@ -1714,6 +1850,9 @@ module.exports = function(mongoose, config) {
     // Clean up missing references
     org.people = _.reject(org.people, function(item) { return !item.person; });
 
+    // Required for mixed types
+    org.markModified('customFields.fields');
+
     org.save(cb);
 
   };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "8.82.1",
+  "version": "8.84.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",