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New feature — validate family discounts #97

@vlarie

Description

@vlarie

In Neon, we have custom account fields used for family discounts:

    {
      "displayName": "Family Group Member Names",
      "id": 95,
    },
    {
      "displayName": "FamilyGroupPrimaryMember",
      "id": 92,
    },
    {
      "displayName": "Family Group Sub Member",
      "id": 91,
    }
  • "Family Group Member Names" will have names of family members that should match other individual accounts in Neon
  • "FamilyGroupPrimaryMember" is a checkbox that indicates the current individual account has family member accounts receiving a discount based on the assumption that the current account maintains active membership
  • "Family Group Sub Member" is a checkbox that when checked gives the current individual account a $35 membership discount based on the assumption that the primary family member has an active membership

The Problem

The logic described above does not exist in Neon's discount functionality. The result is that members continue receiving the family discount when they are the only person in the family with a membership. Example of accounts demonstrating the issue mentioned in Slack here.

Requirements

We need an audit script that checks to verify accounts with "Family Group Sub Member" checked have a linked primary family member with an active membership. The ideal action sequence if an error is found would be:

  1. Email both family members to inform them the primary membership has lapsed and must be renewed in 5 days to maintain the family discount
  2. Recheck status on day 6 and remove the "Family Group Sub Member" flag if not resolved

To make the second action easier, we could add a custom date field for when a family has been notified of a lapse and have the script check that field when determining whether to remove the sub member discount flag.

There are certainly other approaches as well, but this is what comes to mind for me.

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