@dhyasama/totem-models 9.19.2 → 9.21.0

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

@@ -56,23 +56,26 @@ 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: [{
 
       uuid: { type: String },
 
-      managedServices: { type: Boolean, default: false }, // to be transformed into review
       review: { type: Boolean, default: false },
 
-      // In Progress -> Delivered or Opened
-      // Not Scheduled -> Completed
-      // Scheduled to be removed
-      status: { type: String, enum: ['Delivered', 'Opened', 'Overdue', 'In Review', 'Completed', 'Archived', 'In Progress', 'Not Scheduled', 'Scheduled'] },
-      
-      // to be removed
-      action: { type: String },
+      status: { type: String, enum: ['Delivered', 'Opened', 'Overdue', 'In Review', 'Completed', 'Archived'] },
 
       year: { type: Number, default: 0 },
       period: { type: String, enum: ['Annual', 'Q1', 'Q2', 'Q3', 'Q4', 'January', 'February', 'March', 'April', 'May', 'June', 'July', 'August', 'September', 'October', 'November', 'December'] },
@@ -293,6 +296,16 @@ 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 +378,20 @@ 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;
@@ -700,51 +727,6 @@ module.exports = function(mongoose, config) {
 
   };
 
-  Financials.statics.getManagedServicesForReview = function getManagedServicesForReview(customerId, cb) {
-
-    var self = this;
-
-    var query = self.find({
-      'customer': customerId,
-      'snapshots': {
-        $elemMatch: {
-          'managedServices': true, 
-          'submittedOn': { $ne: null },
-          'reviewedOn': null
-        }
-      }
-    });
-
-    query.populate('organization', 'name');
-
-    query.exec(function(err, results) {
-
-      var snapshots = [];
-
-      _.each(results, function(result) {
-        _.each(result.snapshots, function(snapshot) {
-
-          var isManagedServices = snapshot.managedServices;
-          var isSubmitted = snapshot.submittedOn;
-          var isNotReviewed = !snapshot.reviewedOn;
-
-          if(isManagedServices && isSubmitted && isNotReviewed) {
-            snapshots.push({
-              organization: result.organization.name,
-              snapshot: snapshot
-            });
-          }
-
-        });
-      });
-
-      if (err) { return cb(err, null); }
-      return cb(null, snapshots);
-
-    });
-
-  };
-
   Financials.statics.getPassivelyOverdue = function getPassivelyOverdue(cb) {
 
     const self = this;
@@ -811,13 +793,13 @@ 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) {
 
       if(!snapshot) return;
 
-      var needsReview = snapshot.managedServices || snapshot.review;
+      var needsReview = snapshot.review;
       var isSubmitted = snapshot.submittedOn;
       var isReviewed = snapshot.reviewedOn;
       var isRejected = snapshot.rejection;
@@ -855,7 +837,8 @@ 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": "9.19.2",
+  "version": "9.21.0",
   "author": "Jason Reynolds",
   "license": "UNLICENSED",
   "description": "Models for Totem platform",