@dhyasama/totem-models 9.11.0 → 9.13.0

package/lib/Financials.js

@@ -26,13 +26,50 @@ module.exports = function(mongoose, config) {
 
     fiscalMonthOffset: { type: Number, default: 0 },
 
+    recurring: {
+      template: { type: String, trim: true },
+      email: { type: String, trim: true },
+      recipients: [{ type: String, trim: true }],
+      send: {
+        daysAfter: { type: Number, default: 0 },
+        period: { type: String, enum: [null, 'month', 'quarter', 'year']},
+        time: { 
+          hour: { type: Number, default: 0 },
+          minute: { type: Number, default: 0 },
+          second: { type: Number, default: 0 }
+        }
+      },
+      remind: {
+        daysAfter: { type: Number, default: 0 },
+        ocurrences: { type: Number, default: 0 },
+        time: { 
+          hour: { type: Number, default: 0 },
+          minute: { type: Number, default: 0 },
+          second: { type: Number, default: 0 }
+        }
+      },
+      due: {
+        daysAfter: { type: Number, default: 0 },
+        time: { 
+          hour: { type: Number, default: 0 },
+          minute: { type: Number, default: 0 },
+          second: { type: Number, default: 0 }
+        }
+      },
+      review: { type: Boolean, default: false }
+    },
+
     snapshots: [{
 
       uuid: { type: String },
 
-      managedServices: { type: Boolean, default: false },
+      managedServices: { type: Boolean, default: false }, // to be folded into review
+      review: { type: Boolean, default: false },
 
-      status: { type: String },
+      // In Progress -> Delivered or Opened
+      // Not Scheduled to be removed
+      // Scheduled to be removed
+      status: { type: String, enum: ['Delivered', 'Opened', 'Overdue', 'In Review', 'Completed', 'Archived', 'In Progress', 'Not Scheduled', 'Scheduled'] },
       action: { type: String },
 
       year: { type: Number, default: 0 },
@@ -120,18 +157,24 @@ module.exports = function(mongoose, config) {
 
       comment: { type: String, trim: true },
 
+      dueOn: { type: Date, index: false },
+
       submittedOn: { type: Date, index: false },
       submittedBy: { type: String, trim: true },
 
+      archivedOn: { type: Date, index: false },
       reviewedOn: { type: Date, index: false },
+
       rejection: { type: String, trim: true },
 
       notifications: {
 
         company: {
 
+          // to be nested under initial and reminders, and removed
           email: {
-            subject: { type: String, trim: true }
+            subject: { type: String, trim: true },
+            body: { type: String, trim: true }
           },
 
           sendTo: [{
@@ -144,7 +187,11 @@ module.exports = function(mongoose, config) {
             sentOn: { type: Date, required: false },
             sentToQueue: { type: Boolean, default: false },
             postmarkMessageId: { type: String, trim: true },
-            status: { type: String, enum: [null, 'Sent', 'Bounced', 'Delivered', 'Opened', 'Clicked']}
+            status: { type: String, enum: [null, 'Sent', 'Bounced', 'Delivered', 'Opened', 'Clicked']},
+            email: {
+              subject: { type: String, trim: true },
+              body: { type: String, trim: true }
+            },
           },
 
           reminders: [{
@@ -152,7 +199,11 @@ module.exports = function(mongoose, config) {
             sentOn: { type: Date, required: false },
             sentToQueue: { type: Boolean, default: false },
             postmarkMessageId: { type: String, trim: true },
-            status: { type: String, enum: [null, 'Sent', 'Bounced', 'Delivered', 'Opened', 'Clicked']}
+            status: { type: String, enum: [null, 'Sent', 'Bounced', 'Delivered', 'Opened', 'Clicked']},
+            email: {
+              subject: { type: String, trim: true },
+              body: { type: String, trim: true }
+            }
           }],
 
           rejections: [{

package/lib/Organization.js

@@ -179,6 +179,7 @@ module.exports = function(mongoose, config) {
         },
 
         locale: { type: String, default: 'en-us', trim: true },
+        timezone: { type: String, default: 'America/New_York', trim: true },
 
         style: {
           backgroundColor: { type: String, default: '#666666', trim: true },
@@ -264,10 +265,7 @@ module.exports = function(mongoose, config) {
         financials: {
 
           active: { type: Boolean, default: false },
-          
           managedServices: { type: Boolean, default: false },
-          reminders: { type: [Number], default: [7, 7, 7] },
-
           carta: {
             active: { type: Boolean, default: false }
           },
@@ -307,63 +305,7 @@ module.exports = function(mongoose, config) {
             _id: false,
             prompt: { type: String, trim: true },
             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: [null, '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: [{
-              _id: false,
-              key: { type: String, trim: true },
-              condition: { type: String, enum: [null, 'equals', 'doesNotEqual', 'contains', 'doesNotContain', 'lessThan', 'greaterThan']},
-              values: [{ type: String, trim: true }]
-            }],
-            sort: { 
-              by: { type: String, trim: true },
-              reverse: { type: Boolean, default: false }
-            },
-            fields: [{
-              _id: false,
-              key: { type: String, trim: true },
-              label: { type: String, trim: true },
-              total: { type: String, enum: [null, 'sum', 'average', 'count', 'multiple']},
-              width: { type: Number, default: 150 }
-            }],
-            view: { type: String, trim: true }
           }]
-
         },
 
         deals: {
@@ -419,7 +361,7 @@ module.exports = function(mongoose, config) {
               condition: { type: String, enum: [null, 'equals', 'doesNotEqual', 'contains', 'doesNotContain', 'lessThan', 'greaterThan']},
               values: [{ type: String, trim: true }]
             }],
-            sort: { 
+            sort: {
               by: { type: String, trim: true },
               reverse: { type: Boolean, default: false }
             },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "9.11.0",
+  "version": "9.13.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",