Carson's Village

Project Background and Introduction

Carson's Village, inspired by Jason Dyke's personal tragedy, emerged to address the death of support for grieving families. Established as an innovative bereavement program, it offers comprehensive aid to families navigating loss. In 2023, it served 2,200 families nationwide, providing resources, advice, and practical assistance without financial obligations.

Our project at UTD EPICS aims to enhance Carson's Village services by developing an Automated Family Page, streamlining the process of creating tribute pages for deceased family members. By automating this aspect, the project seeks to alleviate the burden on both Advocates and grieving families during an already stressful period. The primary objectives include updating the page based on user feedback, integrating a reporting tool for increased functionality, and implementing iterative UI/UX improvements to enhance user experience.

Admin:

• Collaborate with project team to ensure the efficacy of the Automated Family
• Distribute donations
• Manage email list access token and refresh token Page

Advocates:

• Facilitate the creation of Automated Family Pages.
• Provide support and guidance to families throughout the mourning process.
• Utilize the reporting tool to gather feedback and improve services.

Families

• Engage with Advocates to navigate the grieving process.
• Provide necessary information and content for the Automated Family Page.
• Access resources and support provided by Carson's Village.
• Offer feedback on the Automated Family Page for further enhancement.

Functional Requirments:

Pages:

• Primarily
• Collaborate with project team to ensure the efficacy of the Automated Family

New Page:

• Facilitate the creation of Automated Family Pages.
• Provide support and guidance to families throughout the mourning process.
• Utilize the reporting tool to gather feedback and improve services.

Users:

• Engage with Advocates to navigate the grieving process.
• Provide necessary information and content for the Automated Family Page.
• Access resources and support provided by Carson's Village.
• Offer feedback on the Automated Family Page for further enhancement.

Invite User:

• Allow for new User's to be invited given user email, name and phone number.
• Additional functionality includes defining new user role as family, advocate or admin.

Create Family:

• Allow for new Family to be created given family name, email, name and phone number.

Home:

• Home page offers information on the admin that is logged in including name, email and phone number.

Donations:

• Monitor and Manage Donation to track and oversee all family page-specific donations
• Update and Record transactions to keep accurate records of all transactions, including donations received, distributed funds, and remaining balances.
• Access comprehensive reports to have detailed reports on donation statuses, distribution history, and financial summaries.

Family Reports:

• Report Customization to adjust visible fields to customize reports, toggle page statuses for updates and to manage financial tracking with detailed information on donation goals and payments.
• Advocate Support Tracking to monitor assignments of advocates to fabiliy pages ensuring personalized support is consistently provided to help families meet the funding objectives.
• Document Handling to easily download or archive reports to streamline management of financial records.

Nuxt 3 Minimal Starter

Look at the Nuxt 3 documentation to learn more.

Dependency Software to Install

Nodejs, Docker, IDE with command line, Git, WSL2 (windows only)

• Note: Docker will ask you to create an account for Docker, which is not required for most development. Don't make the account unless you like having your data harvested.

Setup

Clone repsitory

Copy .env into root or fill out new keys from .env.example

Need Private keys/info for

• Stripe
• AWS
• Auth0
• Constant Contacts
• email source for AWS SES
• S3 bucket URL
• Auth0 Issuer URL

Install the dependencies:

(npm is easier, but pnpm is better)

# npm
npm install
or
npm i

# pnpm
pnpm install --shamefully-hoist

Run Docker

Start Docker Desktop Change the director to prisma/local Run docker compose

cd prisma/local
docker-compose up

Initialize Database

Initialize Postgres DB via

npx prisma generate
npx prisma migrate dev

Add first user with prisma studio with valid email that you can use

npx prisma studio

And add email and user role as admin for maximium privilege And optionally add - First name - Last namme - Middle name - Phone number or

Add first user via Postgres CLI Enter Postgres CLI

docker exec -it local-db-1 psql -U postgres

Enter first user with your email set to a usable email

 insert into user_accounts(cuid, email, first_name, last_name, user_role) values ('your_name', 'your_email', 'your_first_name', 'your_last_name','admin')

Development Server

Start the development server on http://localhost:3000

npm run dev

Production

Build the application for production:

npm run build

Locally preview production build:

npm run preview

Check out the deployment documentation for more information.

Interacting with site

Log in via the 'Login' button and use Auth0 with the previously entered email

docker-compose.yml location

The docker-compose file is located in /prisma/local for local development

Schema location

The schema is in prisma and is in /prisma

UI Mockups Folder

The ui mockups are located in /figma

Workflow diagrams

The workflow diagrams are located in /flowcharts

Notes for the langauges of the tech stack

Notes on the current tech are located in /notes

Current Deployment Scheme

The main and stage branches automatically deploys to pages.carsonsvillage.org and pages-staged.carsonsvillage.org respectively via an AWS EC2 instance built via GitHub actions for testing. The deployment scripts are in /.github/workflows.

Migration Scripts

None Carsonsvillage.org, the previous solution, is not ever green so the data will start from scratch on future Carson's Village's usage of this project.

Conceptual Overview

This system is focused around advocates, families, and pages. Advocates invite families and guide them through the process of creating a memorial page. These pages contain obituaries, times, and locations. These pages are publicly viewable and searchable. Pages can receive donations, have donation goals, and have deadlines for fundraising. Family users can only access the system after being invited by an advocate. Family users have profiles. Admin distributes donations to families.

Functional Requirements

Email List

• Authorize token button which initiates initial integration
• Refresh token button which adds new token to database if expired
• Shows success message when either operation is completed
• Constant Contacts is used to connect to Carson's Village email list database

Edit Page

• Logged in users can create pages with the following properties filled in:
• Name
• Day of birth (optional)
• Day of passing (optional)
• Visitation (optional)
  • Date
  • Location
  • Description
• Funeral (optional)
  • Date
  • Location
  • Description
• Obituary
• Donation goal (optional)
• Deadline (optional)
• Images (optional)
• Images can be added - one by one - multiple at a time
• Viewable via image preview feature
• Images can be deleted one by one
• User can select profile picture

Users

• There are three roles: family, dvocate, admin
• Users are invite only, regardless of roles
• Admin(s) are entered through CLI only
• Admins can do what advocates can do and only admins can
  • Distribute Donations via Stripe
• Only advocates can
  • Toggle Page active/inactive status
  • Invite users
  • See a list of all pages
  • See a list of all users
  • See Family Reports
  • Change the role of a user
• All logged in users can
  • Edit a page
  • See a list of their own pages
• Only Family Users need to do onboarding for using a connected account via Stripe Connect
• Users are authenticated via Auth0
• Users receive invitation emails via AWS SES

Family Pages

• All pages can be viewed publicly
• Pages must be publicly searchable
• Pages have
  • Name
  • Day of birth
  • Day of passing
  • Visitation
    • Date
    • Location
    • Description
  • Funeral
    • Date
    • Location
    • Description
  • Obituary
  • Donation goal
  • Amount donated
  • Deadline
  • Images
  • Donations
    • Processed through stripe
  • Donation comments associated to a donation
  • Page Replies not associated to a donation
  • Page sharing links to
    • Facebook
    • X (formally known as Twitter)
    • Mail Application

Family Report Page

• Family Reports can be viewed by Advocates and Admin(s)
• Family Report can be downloaded to CSV
• Family Report columns are
  • Page name
  • Advocate Responsible name
  • Donation Performance metrics
    • Duration
    • Donation Status
    • Goal Met Date
  • Donation Payout Metrics
    • Owed / Goal Percentage
    • Amount Owed
    • Amount Paid
    • Amount Raised
  • Start Date
  • Donation Goal

Donation Managment Page

• Donation Managment page can only be viewed by an Admin
• Admin can distribute donations to a family page or family
• Admin can view family and page's
  • total amount raised
  • total amount distributed
  • total amount left to distribute
• Admin can view all of family's donations

Family Creation Page

• Admin and Advocate can create family and the first user
• First user is invited via AWS SES

User Invite Page

• Admin and Advocate can create a user with the following properties
  • Role (advocate or family)
  • Select Family via listbox for family role
  • First Name
  • Middle Name
  • Last name
  • Phone number

Home

• Every Logged in user can view their
  • First, middle, last name
  • Role
  • Phone number

Page List

• Advocates can view all pages of families they are responsible for
• Advocates can select family to view pages for
• Families can view all of their pages
• Page list shows
• Page name
• Donation Deadline
• link to edit
• link to view
• Only admin and advocates can view user cuid of page creator
• Show up to 12 family pages per page

User List

• Advocates and Admins can view all users
• User List shows
  • User name
  • User email
  • User id
  • User Family name for family members
  • User role
  • Link to user page list of pages they created
  • Show up to 12 Users per page

Search Page

• Show up to 12 results of pages searched per page
• Search by matching any character of page name
• Show all pages with empty query

Stack

Nuxt, postgres, prisma

Research Questions

None

Third party integrations

• Stripe for payments and donation payouts
• Auth0 for authentication
• AWS SES for emails
• AWS S3 for image upload and storage
• Constant Contacts for email list

Deployment

AWS EC2