@dhyasama/totem-models 9.19.1 → 9.20.0

package/lib/Account.js

@@ -230,6 +230,18 @@ module.exports = function(mongoose, config) {
 
   };
 
+  Account.statics.listAdminAccounts = function (options, cb) {
+
+    const self = this;
+
+    if (!cb) { throw new Error('cb is required'); }
+
+    self
+      .find({ 'active': true, 'role': 'admin' })
+      .exec(cb);
+
+  };
+
   Account.statics.listAllAccounts = function (options, cb) {
 
     // This is only for worker

package/lib/Financials.js

@@ -56,7 +56,17 @@ module.exports = function(mongoose, config) {
           second: { type: Number, default: 0 }
         }
       },
-      review: { type: Boolean, default: false }
+      review: { type: Boolean, default: false },
+
+      // For reminding customer about upcoming collections
+      // Don't store recipients, just query admins at time of sending or check postmark post-facto
+      // todo - scheduled worker process to add and update items in this list
+      adminReminders: [{
+        sendOn: { type: Date },
+        sent: { type: Boolean, default: false },
+        postmarkMessageId: { type: String, trim: true },
+        period: { type: String, enum: [null, 'month', 'quarter', 'year'] }
+      }]
     },
 
     snapshots: [{
@@ -293,6 +303,16 @@ module.exports = function(mongoose, config) {
   // Statics operate on the entire collection
   //////////////////////////////////////////////////////
 
+  Financials.statics.getAll = function getAll(options, cb) {
+
+    const self = this;
+
+    const query = self.find({});
+
+    query.exec(cb);
+
+  };
+
   Financials.statics.getByOrg = function getByOrg(customerId, orgId, cb) {
 
     var self = this;
@@ -365,6 +385,20 @@ module.exports = function(mongoose, config) {
 
   };
 
+  Financials.statics.getUpcomingRecurring = function getUpcomingRecurring(options, cb) {
+
+    const self = this;
+    const now = new Date();
+
+    const query = self.find({
+      'recurring.adminReminders.sendOn': { $lte: now },
+      'recurring.adminReminders.sent': false
+    });
+
+    query.exec(cb);
+
+  };
+
   Financials.statics.getCompanyInitialToSend = function getCompanyInitialToSend(cb) {
 
     var self = this;
@@ -750,7 +784,7 @@ module.exports = function(mongoose, config) {
     const self = this;
 
     const query = self.find({
-      'snapshots.status': { $nin: ['Completed', 'Archived'] },
+      'snapshots.status': { $nin: ['Completed', 'Archived', 'Overdue'] },
       'snapshots.dueOn': { $lte: new Date() }
     });
 
@@ -758,6 +792,14 @@ module.exports = function(mongoose, config) {
 
   };
 
+  Financials.statics.markAsOverdue = function markAsOverdue(financials, cb) {
+
+    if (!financials) { return cb(new Error('financials is required'), null); }
+
+    financials.save(cb);
+
+  };
+
   Financials.statics.removeCustomerFinancials = function removeCustomerFinancials(customerId, cb) {
 
     // this is only used to wipe out financials created by the google sheet import process
@@ -803,7 +845,7 @@ module.exports = function(mongoose, config) {
   // Post-remove: fired on every document after it's deleted
   ///////////////////////////////////////////////////////////////////////////////////////
 
-  var updateStatus = function updateStatus(self) {
+  const updateStatus = function updateStatus(self) {
 
     _.each(self.snapshots, function(snapshot) {
 
@@ -847,7 +889,8 @@ module.exports = function(mongoose, config) {
 
   Financials.pre('save', function(next) {
 
-    var self = this;
+    const self = this;
+
     updateStatus(self);
 
     return next();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dhyasama/totem-models",
-  "version": "9.19.1",
+  "version": "9.20.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",