Customer detail page changes
* Refactor code regarding override fields * Add *_override_at columns in customer table (migration) * Add *_override_at, *_override_by computed fields when updating customer * Rename compliance types to match override fields (migration) * Remove cross_ref compliance_type (migrations) * Populate customer object with usernames for every filled *_override_by field (users API)
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3 changed files with 94 additions and 63 deletions
133
lib/customers.js
133
lib/customers.js
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@ -7,6 +7,7 @@ const NUM_RESULTS = 20
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const camelize = require('camelize')
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const Pgp = require('pg-promise')()
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const complianceOverrides = require('./compliance_overrides')
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const users = require('./users')
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function add (customer) {
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const sql = 'insert into customers (id, phone, phone_at) values ($1, $2, now()) returning *'
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@ -38,18 +39,20 @@ function get (phone) {
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*/
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function update (id, data, userToken) {
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const formattedData = _.omit(['id'], _.mapKeys(_.snakeCase, data))
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const updateData = addOverrideUser(formattedData, userToken)
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addComplianceOverrides(id, updateData, userToken)
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const updateData = enhanceOverrideFields(formattedData, userToken)
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const sql = Pgp.helpers.update(updateData, _.keys(updateData), 'customers') +
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' where id=$1 returning *'
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return db.one(sql, [id])
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.then(customer => customer ? format(customer) : null)
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.then(addComplianceOverrides(id, updateData, userToken))
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.then(populateOverrideUsernames)
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.then(format)
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}
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function getById (id) {
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function getById (id, userToken) {
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const sql = 'select * from customers where id=$1'
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return db.oneOrNone(sql, [id])
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.then(customer => customer ? format(customer) : null)
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.then(populateOverrideUsernames)
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.then(format)
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}
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function getDailyVolume (id) {
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@ -66,29 +69,45 @@ function getDailyVolume (id) {
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}
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/**
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* Add *override_by fields with acting user's token
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* Get all available complianceTypes
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* that can be overriden (excluding hard_limit)
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*
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* @name addOverrideUser
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* @name getComplianceTypes
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* @function
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*
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* @param {object} customer Customer's object to add the fields
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* @param {string} userToken Acting user's token
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* @returns {object} Customer populated with *_by fields
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* @returns {array} Array of compliance types' names
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*/
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function addOverrideUser (customer, userToken) {
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if (!userToken) return customer
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// Overrode fields
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const overrideFields = [
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'sms_override',
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'id_card_data_override',
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'id_card_photo_override',
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'front_facing_cam_override',
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'sanctions_check_override',
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'authorized_override' ]
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overrideFields.forEach(field => {
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if (customer[field]) customer[field + '_by'] = userToken
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})
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return customer
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function getComplianceTypes () {
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return [
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'sms',
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'id_card_data',
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'id_card_photo',
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'front_facing_cam',
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'sanctions_check',
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'authorized' ]
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}
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/**
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* Add *override_by and *override_at fields with acting user's token
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* and date of override respectively before saving to db.
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*
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* @name enhanceOverrideFields
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* @function
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*
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* @param {object} fields Override fields to be enhanced
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* @param {string} userToken Acting user's token
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* @returns {object} fields enhanced with *_by and *_at fields
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*/
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function enhanceOverrideFields (fields, userToken) {
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if (!userToken) return fields
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// Populate with computedFields (user who overrode and overriden timestamps date)
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_.each(field => {
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if (fields[field + '_override']) {
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fields[field + '_override_by'] = userToken
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fields[field + '_override_at'] = new Date().toISOString()
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}
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}, getComplianceTypes())
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return fields
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}
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/**
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@ -107,52 +126,33 @@ function addOverrideUser (customer, userToken) {
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* @returns {promise} Result from compliance_overrides creation
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*/
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function addComplianceOverrides (id, customer, userToken) {
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// Compliance override field mappings
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const overrideFields = [{
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name: 'sms_override',
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complianceType: 'sms'
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}, {
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name: 'id_card_data_override',
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complianceType: 'id_card_data'
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}, {
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name: 'id_card_photo_override',
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complianceType: 'id_card_photo'
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}, {
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name: 'front_facing_cam_override',
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complianceType: 'front_camera'
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}, {
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name: 'sanctions_check_override',
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complianceType: 'sanctions'
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}, {
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name: 'authorized_override',
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complianceType: 'authorized'
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}]
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// Prepare compliance overrides to save
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const overrides = _.map(field => {
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return (customer[field.name]) ? {
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const complianceName = field + '_override'
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return (customer[complianceName]) ? {
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customerId: id,
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complianceType: field.complianceType,
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complianceType: field,
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overrideBy: userToken,
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verification: customer[field.name]
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verification: customer[complianceName]
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} : null
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}, overrideFields)
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}, getComplianceTypes())
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// Save all the updated compliance override fields
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return Promise.all(_.compact(overrides)
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.map(override => complianceOverrides.add(override)))
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// Save all the updated override fields
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return Promise.all(_.map(complianceOverrides.add, _.compact(overrides)))
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}
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/**
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* Format and populate fields
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* for customer record
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*
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* @function format
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* @name format
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* @function
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*
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* @param {object} Customer object
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* @returns {object} Customer camelized & populated with computed fields
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*/
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function format (customer) {
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if (!customer) return null
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/**
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* Populate with status field
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*
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@ -174,6 +174,31 @@ function format (customer) {
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return camelize(customer)
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}
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/**
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* Populate the customer object with user names
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* only for those override fields that contain
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* *override_by values (user token references)
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*
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* @name populateOverrideUsernames
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* @function
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*
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* @param {object} customer Customer object to populate
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* @returns {promise} Customer with populated *by_name fields
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*/
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function populateOverrideUsernames (customer) {
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return Promise.all(_.map(field => {
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if (customer[field + '_override_by']) {
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return users.get(customer[field + '_override_by'])
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.then(user => {
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// just add the name to the customer object
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customer[field + '_override_by_name'] = user.name
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return null
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})
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} else return null
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}, getComplianceTypes()))
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.then(() => customer)
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}
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/**
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* Query all customers
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*
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@ -191,4 +216,4 @@ function batch () {
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.then(_.map(format))
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}
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module.exports = { add, get, batch, getById, update}
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module.exports = { add, get, batch, getById, update }
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@ -13,7 +13,7 @@ exports.up = function (next) {
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* @see {@link http://blog.yo1.dog/updating-enum-values-in-postgresql-the-safe-and-easy-way/}
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*/
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`create type compliance_type as enum
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('authorized', 'sms', 'id_card_data', 'id_card_photo', 'sanctions', 'cross_ref', 'front_camera', 'hard_limit')`,
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('authorized', 'sms', 'id_card_data', 'id_card_photo', 'sanctions_check', 'front_facing_cam', 'hard_limit')`,
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'alter table compliance_authorizations alter column compliance_type set data type compliance_type using compliance_type::text::compliance_type',
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'drop type compliance_types',
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@ -21,17 +21,23 @@ exports.up = function (next) {
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'alter table customers drop column manually_verified ',
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"alter table customers add column sms_override verification_type not null default 'automatic'",
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'alter table customers add column sms_override_by references user_tokens (token)',
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'alter table customers add column sms_override_by text references user_tokens (token)',
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'alter table customers add column sms_override_at timestamptz',
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"alter table customers add column id_card_data_override verification_type not null default 'automatic'",
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'alter table customers add column id_card_data_override_by references user_tokens (token)',
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'alter table customers add column id_card_data_override_by text references user_tokens (token)',
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'alter table customers add column id_card_data_override_at timestamptz',
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"alter table customers add column id_card_photo_override verification_type not null default 'automatic'",
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'alter table customers add column id_card_photo_override_by references user_tokens (token)',
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'alter table customers add column id_card_photo_override_by text references user_tokens (token)',
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'alter table customers add column id_card_photo_override_at timestamptz',
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"alter table customers add column front_facing_cam_override verification_type not null default 'automatic'",
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'alter table customers add column front_facing_cam_override_by references user_tokens (token)',
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'alter table customers add column front_facing_cam_override_by text references user_tokens (token)',
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'alter table customers add column front_facing_cam_override_at timestamptz',
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"alter table customers add column sanctions_check_override verification_type not null default 'automatic'",
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'alter table customers add column sanctions_check_override_by references user_tokens (token)',
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'alter table customers add column sanctions_check_override_by text references user_tokens (token)',
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'alter table customers add column sanctions_check_override_at timestamptz',
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"alter table customers add column authorized_override verification_type not null default 'automatic'",
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'alter table customers add column authorized_override_by references user_tokens (token)',
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'alter table customers add column authorized_override_by text references user_tokens (token)',
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'alter table customers add column authorized_override_at timestamptz',
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'alter table customers add column authorized_at timestamptz',
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'alter table customers add column sanctions_check_at timestamptz',
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@ -38298,12 +38298,12 @@ var _user$project$Customer_View$customerActions = F2(
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{
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ctor: '::',
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_0: _elm_lang$html$Html_Events$onClick(
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A3(_user$project$Customer_Types$PatchCustomer, id, 'authorizedOverride', 'automatic')),
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A3(_user$project$Customer_Types$PatchCustomer, id, 'authorizedOverride', 'blocked')),
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_1: {ctor: '[]'}
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},
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{
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ctor: '::',
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_0: _elm_lang$html$Html$text('Unblock'),
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_0: _elm_lang$html$Html$text('Block'),
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_1: {ctor: '[]'}
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});
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}
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