@dhyasama/totem-models 9.22.0 → 9.24.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/lib/Financials.js CHANGED
@@ -60,12 +60,10 @@ module.exports = function(mongoose, config) {
60
60
 
61
61
  // For reminding customer about upcoming collections
62
62
  // Don't store recipients, just query admins at time of sending or check postmark post-facto
63
- // todo - scheduled worker process to add and update items in this list
64
63
  adminReminders: [{
65
- sendOn: { type: Date },
66
- sent: { type: Boolean, default: false },
64
+ sentOn: { type: Date },
67
65
  postmarkMessageId: { type: String, trim: true },
68
- period: { type: String, enum: [null, 'month', 'quarter', 'year'] }
66
+ snapshotuuid: { type: String, trim: true },
69
67
  }]
70
68
  },
71
69
 
@@ -300,7 +298,9 @@ module.exports = function(mongoose, config) {
300
298
 
301
299
  const self = this;
302
300
 
303
- const query = self.find({});
301
+ let query = self.find({});
302
+
303
+ query.populate('organization', 'name logoUrl');
304
304
 
305
305
  query.exec(cb);
306
306
 
@@ -378,20 +378,6 @@ module.exports = function(mongoose, config) {
378
378
 
379
379
  };
380
380
 
381
- Financials.statics.getUpcomingRecurring = function getUpcomingRecurring(options, cb) {
382
-
383
- const self = this;
384
- const now = new Date();
385
-
386
- const query = self.find({
387
- 'recurring.adminReminders.sendOn': { $lte: now },
388
- 'recurring.adminReminders.sent': false
389
- });
390
-
391
- query.exec(cb);
392
-
393
- };
394
-
395
381
  Financials.statics.getCompanyInitialToSend = function getCompanyInitialToSend(cb) {
396
382
 
397
383
  var self = this;
@@ -733,6 +719,17 @@ module.exports = function(mongoose, config) {
733
719
 
734
720
  };
735
721
 
722
+ Financials.statics.updateProperty = function updateProperty(id, key, value, cb) {
723
+
724
+ const self = this;
725
+ const filter = { '_id': id };
726
+ const update = { $set: { key: value } };
727
+ const options = { 'upsert': false, 'new': true };
728
+
729
+ self.findOneAndUpdate(filter, update, options, cb);
730
+
731
+ };
732
+
736
733
  Financials.statics.removeCustomerFinancials = function removeCustomerFinancials(customerId, cb) {
737
734
 
738
735
  // this is only used to wipe out financials created by the google sheet import process
@@ -209,6 +209,20 @@ module.exports = function(mongoose, config) {
209
209
  fundMatch[transaction.type] += transaction.amount;
210
210
 
211
211
  });
212
+
213
+ // and then make all the values absolute
214
+ _.each(fundsInvested, function(fund) {
215
+ fund.commitment = Math.abs(fund.commitment);
216
+ fund.contribution = Math.abs(fund.contribution);
217
+ fund.distribution = Math.abs(fund.distribution);
218
+ fund.fee = Math.abs(fund.fee);
219
+ fund.expense = Math.abs(fund.expense);
220
+ fund.carry = Math.abs(fund.carry);
221
+ fund.income = Math.abs(fund.income);
222
+ fund.realized = Math.abs(fund.realized);
223
+ fund.unrealized = Math.abs(fund.unrealized);
224
+ fund.balance = Math.abs(fund.balance);
225
+ });
212
226
 
213
227
  return fundsInvested;
214
228
 
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@dhyasama/totem-models",
3
- "version": "9.22.0",
3
+ "version": "9.24.0",
4
4
  "author": "Jason Reynolds",
5
5
  "license": "UNLICENSED",
6
6
  "description": "Models for Totem platform",