Preneed (Final Wishes)

Below is the model for just user.preneed.

Model

user.preneed

preneed: {
    finalExpenses: {
        bulletPoints: [String],
        estimate: Number,
        incrementValue: Number,
        inflationPercentage: Number,
        lastUpdated: Date,
        lastViewedScreen: {
            screenId: {
              type: String,
              enum: ['details', 'climate', 'surroundings', 'hobbies', 'travel', 'food', 'rest']
            },
            date: Date
          },
        maximumPrice: Number,
        minimumPrice: Number,
        monthlyRateMultiplier: Number,
        monthlyRateMultiplierLastUpdated: Date,
        priceChangeLog: [
            {
              direction: {
                type: String,
                enum: ['up', 'none', 'down']
              },
              date: Date,
              screenId: {
                type: String,
                enum: ['details', 'climate', 'surroundings', 'hobbies', 'travel', 'food', 'rest']
              }
            }
          ],
        selectedPrice: Number
      },
      userInfo: {
        type: {
          name: {
            first: String,
            last: String
          },
          dateOfBirth: Date,
          gender: { type: String, enum: ['Male', 'Female'] }, //based on efunerals values
          address: {
            street1: String,
            street2: String,
            city: String,
            state: String,
            zip: String,
            country: String,
            coords: { type: Array, default: undefined }
          },
          email: String,
          phone: Number,
          stageComplete: Boolean,
          display: { type: Array, default: undefined }
        },
        default: undefined
      },
      experience: {
        type: {
          style: Number,
          category: Number,
          invitedType: { value: Number, skip: Boolean },
          vibe: { value: Number, skip: Boolean },
          donations: { value: String, skip: Boolean },
          celebrationType: { value: Number, skip: Boolean },
          celebrationSpecific: { value: Number, somethingElse: String, skip: Boolean }, // note: somethingElse (if exists) should take precedence over the state in value
          stageComplete: Boolean,
          display: { type: Array, default: undefined }
        },
        default: undefined
      },
      venue: {
        type: {
          services: {
            name: String,
            address: {
              street1: String,
              street2: String,
              city: String,
              state: String,
              zip: String,
              country: String,
              coords: { type: Array, default: undefined }
            },
            somewhereElse: Boolean, // this may be obselete now - Marc/2.11.2022
            myFamilyCanDecide: Boolean,
            theFuneralHome: Boolean,
            skip: Boolean
          },
          afterServices: {
            name: String,
            address: {
              street1: String,
              street2: String,
              city: String,
              state: String,
              zip: String,
              country: String,
              coords: { type: Array, default: undefined }
            },
            myFamilyCanDecide: Boolean,
            skip: Boolean
          },
          stageComplete: Boolean,
          display: { type: Array, default: undefined }
        },
        default: undefined
      },
      disposition: {
        type: {
          style: Number,
          location: {
            skip: Boolean,
            name: String,
            address: {
              street1: String,
              street2: String,
              city: String,
              state: String,
              zip: String,
              country: String,
              coords: { type: Array, default: undefined }
            },
            myFamilyCanDecide: Boolean,
            keepItInAnUrn: Boolean
          },
          plot: {
            skip: Boolean,
            purchased: Boolean
          },
          stageComplete: Boolean,
          display: { type: Array, default: undefined }
        },
        default: undefined
      },
      family: [
        {
          _id: String / ObjectId,
          name: {
            first: String,
            last: String,
            middle: String
          },
          image: String,
          phone: Number,
          email: String,
          shellEmail: String,
          inviteUrl: String,
          preneed: {
            ...userInfo
          }
        }
      ],
      nextPlanningStage: {
        name: String,
        id: Number
      },
      viewedPrice: Boolean,
      viewedAddOns: Boolean,
      viewedSubmitOrder: Boolean,
      completedPlanning: Boolean,
      addOns: [Object],
      estimates: [Object],
      paymentOptions: [Object],
      packageName: String,
      packageId: String,
      funeralHome: { type: Schema.Types.ObjectId, ref: 'FuneralHome', default: undefined },
      funeralHomeSkipped: { type: Boolean, default: false },
      preSelectedCompany: { type: Schema.Types.ObjectId, ref: 'Company', default: undefined },
      lastScreen: {
        platform: { type: String, enum: ['app', 'web'] },
        screen: String,
        date: Date
      },
      actions: [Object],
      plan: {
        planType: { type: String, enum: ['outright', 'insurance'] },
        price: Number,
        years: Number,
        paymentDescription: String
      },
      medicaid: Boolean,
      tos: Date,
      order: {
        submittedOn: Date,
        orderId: String,
        orderType: Number
      },
      eFuneral: {
        url: String,
        saleId: String,
        efSaleStartedDate: Date,
        packageFundingSigned: Boolean
      },
      shownGPL: [Object],
      packageData: Object, //what the user bought,
      typeForm: [Object], //raw dump from typeform,
      providerNearby: Boolean,
      planningJournalEmailed: Boolean, //if person got pj emailed to them via mailchiimp
      packagePDFDownloaded: Boolean, //if person downloads pdf via nicks ads
      hasSeenCompleteDetails: Boolean, //need because user can go back and forth in flow
      hasSeenSubmitOrder: Boolean //need because user can go back and forth in flow
    }

Data

Key	Type	Description	Notes
completedPlanning	Boolean	Denotes whether the user has completed all of the planning (Final Wishes) steps. Does not take into account any purchase-related steps.	Previously this key has also been set true if a preneed.order.orderId was detected, this should no longer be the case as of April 13, 2022
order	Object	Contains information about the user's order. The order can be either a preneed/planning purchase or a Final Expenses purchase, as noted by the orderType.	See below for more detailed information about orders.

Order Info

Key	Type	Description	Notes
submittedOn	Date	The date the order was submitted on.
orderId	String	The id of the order made. Final Expenses orders will be prefixed with FE-
orderType	Number - [0, 1]	The type of order placed by the user. Type 0 refers to planning/preneed order, type 1 refers to a Final Expenses order.