I am running the aggregation on the `tasks` collection and $lookup for `leadInfo` from the `o8leadevents` collection.
Here is the task object
```{
"_id": "00QVL00000IOHi52AH",
"pod": "Policy Scout WT",
"externalIdentifier": "00QVL00000IOHi52AH",
"salesforceIdLeadOwner": "0055e000006s1bgAAA",
"leadTakenTimestamp":
{
"$date": "2025-03-11T14:18:23.000Z"
}
,
"billable": true,
"phone": "8706234140",
"leadStatus": "Application",
"isDeleted": false,
"lastName": "Gardner",
"firstCallAdvocate": "0055e000006s1bgAAA",
"gender": "Female",
"city": "Monticello",
"salesforceLeadOwnerName": "Julia Jatzlau",
"leadCreatedTime":
{
"$date": "2025-03-11T14:17:49.000Z"
}
,
"channelType": "Warm Transfer",
"createdOn":
{
"$date": "2025-03-14T14:39:02.159Z"
}
,
"firstCallResult": "Callback Scheduled",
"lastCallResult": "Callback Scheduled",
"advocateNote": "3/18 10:30am VAR!!!!",
"email": "jennifergardner0475@gmail.com",
"productFromAd": "sife",
"timestamp":
{
"$date": "2025-03-14T14:38:46.000Z"
}
,
"firstCallTime":
{
"$date": "2025-03-11T14:17:53.000Z"
}
,
"stateFromAd": "AR",
"carrierFromAd": "Colonial Penn",
"currentPosition": "APPLICATION - Filling out application",
"leadSource": "Policy Scout",
"selfServe": false,
"lastCallTime":
{
"$date": "2025-03-11T14:41:42.000Z"
}
,
"dateOfBirth": "1955-10-18",
"winbackEmails": false,
"version": "6.1.9",
"lastCallAdvocate": "0055e000006s1bgAAA",
"positionDetail": "APPLICATION - Future Scheduled Appointment",
"zipcode": "71656",
"firstName": "Frankie",
"billableWarmTransfer": true,
"name": "Frankie Gardner",
"originatingQueue": "CNO Warm Transfer",
"salesforceIdLastModifiedBy": "0054z00000B5Vy6AAF",
"age": 69,
"contactor": null
}
```
There are 2 important fields on the `leadInfo` object, `contactor` which is null and `billableWarmTransfer` which is true.
Now here is my aggregation pipeline:
```
[
{
$match:
/**
* query: The query in MQL.
*/
{
externalIdentifier: "00TVL00000RAfSG2A1"
}
},
{
$lookup:
{
from: "o8leadevents",
localField: "leadExternalIdentifier",
foreignField: "externalIdentifier",
as: "leadInfo"
}
},
{
$unwind:
{
path: "$leadInfo",
preserveNullAndEmptyArrays: true
}
},
{
$match: {
leadInfo:
{
$ne: null
}
}
},
{
$project: {
id: "$externalIdentifier",
product: "$leadInfo.productFromAd",
billableWarmTransfer:
"$leadInfo.billableWarmTransfer",
advocateLevel: "Level 7",
callType: {
$cond: {
if:
{
$eq: ["$advocateLevel", "Level 1"]
}
,
then: "CONTACT",
else: {
$cond: {
if: {
$and: [
{
$eq: [
"$leadInfo.billableWarmTransfer",
true
]
}
,
{
$ne: ["$leadInfo.contactor", null]
}
]
},
then: "Internal",
else: "Standard"
}
}
}
},
_id: 0
}
}
]
```
The issue is on the `callType` field.
In our case, as the `advocateLevel` is not `Level 1`, we need to check the second condition. "$leadInfo.billableWarmTransfer" is equal to true but `$leadInfo.contactor` is null, so we should go to the else condition with result `Standard`. However we get "Internal". I reproduce the same issue with using $switch operator.
Now if I add another step $project to the pipeline, with exact same logic for `callType`. I get the right result!
```
/**
* specifications: The fields to
* include or exclude.
*/
{
callType: {
$cond: {
if:
{
$eq: ["$advocateLevel", "Contactor"]
}
,
then: "CONTACT",
else: {
$cond: {
if: {
$and: [
{
$eq: [
"$leadInfo.billableWarmTransfer",
true
]
}
,
{
$ne: ["$contactor", null]
}
]
},
then: "Internal WT",
else: "Standard"
}
}
}
}
}
```
The result after adding this is `Standard`.
Let me know if it makes sense or if you need additionnal informations
Bug
Major - P3