advisorconnect / advisorconnect-roadmap

Roadmap and feature request repository for AdvisorConnect application stack
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Handle agent-prospect relationship details through link mongo db #11

Open byndcivilization opened 7 years ago

byndcivilization commented 7 years ago

Detailed Description

There are a number of details that are specific to the agent-prospect relationship that currently stored in the prospect record. We need to separate things out so that most of this relationship specific stuff will live in a mongo collection that is called by ui-api and merged with search results before being returned to ui. The initial test case for this will be:

Context

there will be user interaction that will allow a user to submit how they know the particular prospect (i.e. "How do you know Sarah?" (allow more than one button to be selected, e.g. FRIEND, CLASSMATE), "How well do you know Sarah?" and change slider to three buttons (only one can be selected at a time): Never Met (Cold), Acquaintance (Warm), Very Well (Hot))

Possible Implementation

MONGO WAY:

NEO4J WAY: