tango-api-schema 2.6.27 → 2.6.29

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Files changed (4) hide show
  1. package/package.json +1 -1
  2. package/schema/bankTransaction.model.js +94 -84
  3. package/schema/billing.model.js +6 -0
  4. package/schema/estimate.model.js +2 -2
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "tango-api-schema",
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- "version": "2.6.27",
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+ "version": "2.6.29",
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  "description": "tangoEye model schema",
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  "main": "index.js",
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  "type": "module",
package/schema/bankTransaction.model.js CHANGED
@@ -1,85 +1,95 @@
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- import mongoose from 'mongoose';
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-
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- // Bank-statement transactions uploaded from the billing "Transactions" tab.
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- // Separate from the existing `transaction` collection, which holds payment /
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- // wallet (Razorpay) entries. Each row is one statement line; `status` drives
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- // the reconciliation buckets shown in the UI.
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- const bankTransactionSchema = new mongoose.Schema(
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- {
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- date: {
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- type: Date
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- },
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- valueDate: {
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- type: Date
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- },
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- narration: {
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- type: String
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- },
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- refNo: {
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- type: String,
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- index: true
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- },
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- withdrawalAmt: {
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- type: Number,
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- default: 0
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- },
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- depositAmt: {
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- type: Number,
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- default: 0
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- },
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- // Signed convenience amount: deposit - withdrawal.
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- amount: {
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- type: Number
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- },
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- // Counterparty name extracted from the narration at upload time.
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- payer: {
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- type: String
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- },
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- source: {
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- type: String,
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- enum: [ 'bank', 'va', 'gateway' ],
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- default: 'bank',
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- },
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- status: {
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- type: String,
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- enum: [ 'reconciled', 'needs_review', 'unmatched', 'excluded' ],
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- default: 'unmatched',
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- },
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- // Filled by the (future) classification pass / manual resolve.
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- identifiedClientId: {
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- type: String
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- },
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- identifiedClientName: {
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- type: String
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- },
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- invoice: {
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- type: String
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- },
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- // Mongo _id of the matched invoice — lets the UI open the invoice
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- // preview directly from a reconciled transaction.
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- invoiceId: {
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- type: String
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- },
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- resultNote: {
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- type: String
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- },
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- // Set when the team chose "Reach out to customer" in the resolve
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- // popup — the row stays in needs_review with a "Reaching out" badge.
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- contacted: {
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- type: Boolean,
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- default: false
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- },
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- fileName: {
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- type: String
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- },
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- uploadedBy: {
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- type: String
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- },
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- }, {
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- strict: true,
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- versionKey: false,
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- timestamps: true,
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- }
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- );
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-
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+ import mongoose from 'mongoose';
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+
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+ // Bank-statement transactions uploaded from the billing "Transactions" tab.
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+ // Separate from the existing `transaction` collection, which holds payment /
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+ // wallet (Razorpay) entries. Each row is one statement line; `status` drives
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+ // the reconciliation buckets shown in the UI.
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+ const bankTransactionSchema = new mongoose.Schema(
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+ {
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+ date: {
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+ type: Date
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+ },
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+ valueDate: {
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+ type: Date
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+ },
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+ narration: {
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+ type: String
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+ },
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+ refNo: {
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+ type: String,
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+ index: true
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+ },
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+ withdrawalAmt: {
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+ type: Number,
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+ default: 0
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+ },
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+ depositAmt: {
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+ type: Number,
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+ default: 0
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+ },
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+ // Signed convenience amount: deposit - withdrawal.
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+ amount: {
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+ type: Number
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+ },
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+ // Counterparty name extracted from the narration at upload time.
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+ payer: {
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+ type: String
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+ },
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+ source: {
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+ type: String,
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+ enum: [ 'bank', 'va', 'gateway', 'manual' ],
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+ default: 'bank',
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+ },
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+ status: {
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+ type: String,
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+ enum: [ 'reconciled', 'needs_review', 'unmatched', 'excluded' ],
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+ default: 'unmatched',
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+ },
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+ // Filled by the (future) classification pass / manual resolve.
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+ identifiedClientId: {
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+ type: String
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+ },
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+ identifiedClientName: {
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+ type: String
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+ },
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+ invoice: {
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+ type: String
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+ },
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+ // Mongo _id of the matched invoice — lets the UI open the invoice
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+ // preview directly from a reconciled transaction.
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+ invoiceId: {
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+ type: String
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+ },
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+ // When one payment settles MULTIPLE invoices, the exact amount applied
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+ // to each is recorded here so an Edit/re-reconcile can reverse precisely
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+ // what was applied. (Single-invoice reconciles also populate this.)
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+ appliedInvoices: [
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+ {
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+ invoiceId: { type: String },
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+ invoice: { type: String },
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+ amount: { type: Number },
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+ },
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+ ],
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+ resultNote: {
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+ type: String
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+ },
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+ // Set when the team chose "Reach out to customer" in the resolve
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+ // popup — the row stays in needs_review with a "Reaching out" badge.
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+ contacted: {
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+ type: Boolean,
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+ default: false
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+ },
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+ fileName: {
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+ type: String
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+ },
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+ uploadedBy: {
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+ type: String
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+ },
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+ }, {
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+ strict: true,
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+ versionKey: false,
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+ timestamps: true,
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+ }
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+ );
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+
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  export default mongoose.model('banktransaction', bankTransactionSchema);
package/schema/billing.model.js CHANGED
@@ -107,6 +107,12 @@ const billingSchema = new mongoose.Schema(
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  type: Boolean,
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  default: false
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  },
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+ // How far ahead an advance invoice is generated when advanceInvoice is on.
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+ advancePeriod: {
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+ type: String,
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+ enum: [ 'monthly', 'quarterly', 'halfyearly', 'yearly' ],
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+ default: 'monthly'
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+ },
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  products: [
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  {
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  productName: {
package/schema/estimate.model.js CHANGED
@@ -58,8 +58,8 @@ const estimateSchema = new mongoose.Schema(
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  },
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  status: {
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  type: String,
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- default: 'draft',
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- enum: [ 'draft', 'sent', 'accepted', 'declined', 'expired' ],
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+ default: 'pending',
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+ enum: [ 'pending', 'sent', 'accepted', 'declined', 'expired' ],
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  },
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  createdDate: {
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  type: Date,