feat: enable customer data manual entry
This commit is contained in:
José Oliveira
parent
bd0701236c
commit
8ad127c6c4
5 changed files with 274 additions and 96 deletions
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@ -26,7 +26,11 @@ import { URI } from 'src/utils/apollo'
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import styles from './CustomerData.styles.js'
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import { EditableCard } from './components'
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import { customerDataElements, customerDataschemas } from './helper.js'
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import {
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customerDataElements,
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customerDataSchemas,
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formatDates
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} from './helper.js'
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const useStyles = makeStyles(styles)
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@ -64,7 +68,8 @@ const CustomerData = ({
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editCustomer,
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deleteEditedData,
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updateCustomRequest,
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authorizeCustomRequest
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authorizeCustomRequest,
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updateCustomEntry
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}) => {
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const classes = useStyles()
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const [listView, setListView] = useState(false)
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@ -96,7 +101,7 @@ const CustomerData = ({
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const getVisibleCards = _.filter(elem => elem.isAvailable)
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const initialValues = {
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idScan: {
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idCardData: {
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firstName: R.path(['firstName'])(idData) ?? '',
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lastName: R.path(['lastName'])(idData) ?? '',
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documentNumber: R.path(['documentNumber'])(idData) ?? '',
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@ -124,19 +129,9 @@ const CustomerData = ({
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}
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}
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const formatDates = values => {
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_.map(
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elem =>
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(values[elem] = format('yyyyMMdd')(
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parse(new Date(), 'yyyy-MM-dd', values[elem])
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))
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)(['dateOfBirth', 'expirationDate'])
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return values
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}
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const cards = [
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{
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fields: customerDataElements.idScanElements,
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fields: customerDataElements.idCardData,
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title: 'ID Scan',
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titleIcon: <CardIcon className={classes.cardIcon} />,
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state: R.path(['idCardDataOverride'])(customer),
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@ -148,8 +143,8 @@ const CustomerData = ({
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editCustomer({
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idCardData: _.merge(idData, formatDates(values))
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}),
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validationSchema: customerDataschemas.idScan,
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initialValues: initialValues.idScan,
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validationSchema: customerDataSchemas.idCardData,
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initialValues: initialValues.idCardData,
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isAvailable: !_.isNil(idData)
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},
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{
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@ -179,7 +174,7 @@ const CustomerData = ({
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isAvailable: !_.isNil(sanctions)
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},
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{
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fields: customerDataElements.frontCameraElements,
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fields: customerDataElements.frontCamera,
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title: 'Front facing camera',
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titleIcon: <EditIcon className={classes.editIcon} />,
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state: R.path(['frontCameraOverride'])(customer),
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@ -201,12 +196,12 @@ const CustomerData = ({
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/>
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) : null,
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hasImage: true,
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validationSchema: customerDataschemas.frontCamera,
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validationSchema: customerDataSchemas.frontCamera,
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initialValues: initialValues.frontCamera,
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isAvailable: !_.isNil(customer.frontCameraPath)
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},
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{
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fields: customerDataElements.idCardPhotoElements,
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fields: customerDataElements.idCardPhoto,
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title: 'ID card image',
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titleIcon: <EditIcon className={classes.editIcon} />,
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state: R.path(['idCardPhotoOverride'])(customer),
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@ -226,20 +221,20 @@ const CustomerData = ({
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/>
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) : null,
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hasImage: true,
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validationSchema: customerDataschemas.idCardPhoto,
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validationSchema: customerDataSchemas.idCardPhoto,
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initialValues: initialValues.idCardPhoto,
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isAvailable: !_.isNil(customer.idCardPhotoPath)
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},
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{
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fields: customerDataElements.usSsnElements,
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fields: customerDataElements.usSsn,
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title: 'US SSN',
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titleIcon: <CardIcon className={classes.cardIcon} />,
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state: R.path(['usSsnOverride'])(customer),
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authorize: () => updateCustomer({ usSsnOverride: OVERRIDE_AUTHORIZED }),
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reject: () => updateCustomer({ usSsnOverride: OVERRIDE_REJECTED }),
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save: values => editCustomer({ usSsn: values.usSsn }),
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save: values => editCustomer(values),
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deleteEditedData: () => deleteEditedData({ usSsn: null }),
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validationSchema: customerDataschemas.usSsn,
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validationSchema: customerDataSchemas.usSsn,
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initialValues: initialValues.usSsn,
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isAvailable: !_.isNil(customer.usSsn)
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}
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@ -308,7 +303,12 @@ const CustomerData = ({
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],
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title: it.label,
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titleIcon: <EditIcon className={classes.editIcon} />,
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save: () => {},
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save: values => {
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updateCustomEntry({
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fieldId: it.id,
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value: values[it.label]
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})
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},
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deleteEditedData: () => {},
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validationSchema: Yup.object().shape({
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[it.label]: Yup.string()
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@ -242,6 +242,12 @@ const SET_CUSTOM_ENTRY = gql`
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}
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`
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const EDIT_CUSTOM_ENTRY = gql`
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mutation saveCustomField($customerId: ID!, $fieldId: ID!, $value: String!) {
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saveCustomField(customerId: $customerId, fieldId: $fieldId, value: $value)
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}
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`
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const GET_ACTIVE_CUSTOM_REQUESTS = gql`
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query customInfoRequests($onlyEnabled: Boolean) {
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customInfoRequests(onlyEnabled: $onlyEnabled) {
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@ -280,6 +286,10 @@ const CustomerProfile = memo(() => {
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onCompleted: () => getCustomer()
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})
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const [editCustomEntry] = useMutation(EDIT_CUSTOM_ENTRY, {
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onCompleted: () => getCustomer()
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})
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const [replaceCustomerPhoto] = useMutation(REPLACE_CUSTOMER_PHOTO, {
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onCompleted: () => getCustomer()
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})
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@ -330,6 +340,16 @@ const CustomerProfile = memo(() => {
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setWizard(null)
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}
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const updateCustomEntry = it => {
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editCustomEntry({
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variables: {
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customerId,
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fieldId: it.fieldId,
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value: it.value
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}
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})
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}
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const updateCustomer = it =>
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setCustomer({
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variables: {
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@ -338,7 +358,7 @@ const CustomerProfile = memo(() => {
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}
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})
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const replacePhoto = it =>
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const replacePhoto = it => {
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replaceCustomerPhoto({
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variables: {
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customerId,
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@ -346,14 +366,18 @@ const CustomerProfile = memo(() => {
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photoType: it.photoType
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}
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})
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setWizard(null)
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}
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const editCustomer = it =>
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const editCustomer = it => {
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editCustomerData({
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variables: {
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customerId,
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customerEdit: it
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}
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})
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setWizard(null)
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}
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const deleteEditedData = it =>
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deleteCustomerEditedData({
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@ -421,7 +445,7 @@ const CustomerProfile = memo(() => {
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const timezone = R.path(['config', 'locale_timezone'], configResponse)
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const customRequirementOptions =
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const customInfoRequirementOptions =
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activeCustomRequests?.customInfoRequests?.map(it => ({
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value: it.id,
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display: it.customRequest.name
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@ -564,7 +588,8 @@ const CustomerProfile = memo(() => {
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editCustomer={editCustomer}
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deleteEditedData={deleteEditedData}
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updateCustomRequest={setCustomerCustomInfoRequest}
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authorizeCustomRequest={authorizeCustomRequest}></CustomerData>
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authorizeCustomRequest={authorizeCustomRequest}
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updateCustomEntry={updateCustomEntry}></CustomerData>
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</div>
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)}
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{isNotes && (
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@ -590,7 +615,7 @@ const CustomerProfile = memo(() => {
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addPhoto={replacePhoto}
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addCustomerData={editCustomer}
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onClose={() => setWizard(null)}
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customRequirementOptions={customRequirementOptions}
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customInfoRequirementOptions={customInfoRequirementOptions}
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/>
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)}
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</div>
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@ -1,5 +1,5 @@
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import { makeStyles } from '@material-ui/core'
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import { Form, Formik, Field } from 'formik'
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import { Form, Formik } from 'formik'
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import * as R from 'ramda'
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import React, { useState, Fragment } from 'react'
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@ -7,10 +7,16 @@ import ErrorMessage from 'src/components/ErrorMessage'
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import Modal from 'src/components/Modal'
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import Stepper from 'src/components/Stepper'
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import { Button } from 'src/components/buttons'
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import { Dropdown } from 'src/components/inputs/formik'
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import { comet } from 'src/styling/variables'
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import { entryType, customElements } from './helper'
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import {
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entryType,
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customElements,
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requirementElements,
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formatDates,
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REQUIREMENT,
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ID_CARD_DATA
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} from './helper'
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const LAST_STEP = 2
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@ -52,11 +58,17 @@ const styles = {
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const useStyles = makeStyles(styles)
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const getStep = (step, selectedValues) => {
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const elements =
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selectedValues?.entryType === REQUIREMENT &&
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!R.isNil(selectedValues?.requirement)
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? requirementElements[selectedValues?.requirement]
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: customElements[selectedValues?.dataType]
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switch (step) {
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case 1:
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return entryType
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case 2:
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return customElements[selectedValues?.dataType]
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return elements
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default:
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return Fragment
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}
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@ -66,7 +78,7 @@ const Wizard = ({
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onClose,
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save,
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error,
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customRequirementOptions,
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customInfoRequirementOptions,
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addCustomerData,
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addPhoto
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}) => {
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@ -78,7 +90,10 @@ const Wizard = ({
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step: 1
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})
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const isCustom = values => values?.requirement === 'custom'
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const isIdCardData = values => values?.requirement === ID_CARD_DATA
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const formatCustomerData = (it, newConfig) =>
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isIdCardData(newConfig) ? { [newConfig.requirement]: formatDates(it) } : it
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const isLastStep = step === LAST_STEP
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const stepOptions = getStep(step, selectedValues)
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@ -87,7 +102,23 @@ const Wizard = ({
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setSelectedValues(newConfig)
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if (isLastStep) {
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switch (stepOptions.saveType) {
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case 'customerData':
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return addCustomerData(formatCustomerData(it, newConfig))
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case 'customerDataUpload':
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return addPhoto({
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newPhoto: R.head(R.values(it)),
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photoType: R.head(R.keys(it))
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})
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case 'customEntry':
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return save(newConfig)
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case 'customInfoRequirement':
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return
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// case 'customerEntryUpload':
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// break
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default:
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break
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}
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}
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setState({
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@ -120,22 +151,9 @@ const Wizard = ({
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<Form className={classes.form}>
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<stepOptions.Component
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selectedValues={selectedValues}
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hasCustomRequirementOptions={
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!R.isEmpty(customRequirementOptions)
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}
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customInfoRequirementOptions={customInfoRequirementOptions}
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{...stepOptions.props}
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/>
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{isCustom(values) && (
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<div>
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<Field
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className={classes.dropdownField}
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component={Dropdown}
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label="Available requests"
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name="requirement.customInfoRequestId"
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options={customRequirementOptions}
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/>
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</div>
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)}
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<div className={classes.submit}>
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{error && <ErrorMessage>Failed to save</ErrorMessage>}
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<Button className={classes.button} type="submit">
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@ -12,7 +12,6 @@ import { offColor, subheaderColor } from 'src/styling/variables'
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const useStyles = makeStyles({
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box: {
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boxSizing: 'border-box',
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marginTop: 40,
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width: 450,
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height: 120,
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borderStyle: 'dashed',
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@ -32,6 +31,7 @@ const useStyles = makeStyles({
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display: 'flex'
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},
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board: {
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marginTop: 40,
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width: 450,
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height: 120
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},
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@ -48,12 +48,15 @@ const Upload = ({ type }) => {
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const { setFieldValue } = useFormikContext()
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const IMAGE = 'image'
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const isImage = type === IMAGE
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const ID_CARD_PHOTO = 'idCardPhoto'
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const FRONT_CAMERA = 'frontCamera'
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const isImage =
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type === IMAGE || type === FRONT_CAMERA || type === ID_CARD_PHOTO
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const onDrop = useCallback(
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acceptedData => {
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// TODO: attach the uploaded data to the form as well
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setFieldValue(type, R.head(acceptedData).name)
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setFieldValue(type, R.head(acceptedData))
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setData({
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preview: isImage
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@ -84,12 +87,12 @@ const Upload = ({ type }) => {
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</div>
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</div>
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)}
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{!R.isEmpty(data) && type === IMAGE && (
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{!R.isEmpty(data) && isImage && (
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<div key={data.name}>
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<img src={data.preview} className={classes.box} alt=""></img>
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</div>
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)}
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{!R.isEmpty(data) && type !== IMAGE && (
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{!R.isEmpty(data) && !isImage && (
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<div className={classes.box}>
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<H3 className={classes.uploadContent}>{data.preview}</H3>
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</div>
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@ -1,12 +1,16 @@
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import { makeStyles, Box } from '@material-ui/core'
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import classnames from 'classnames'
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import { parse, isValid } from 'date-fns/fp'
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import { parse, isValid, format } from 'date-fns/fp'
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import { Field, useFormikContext } from 'formik'
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import { parsePhoneNumberFromString } from 'libphonenumber-js'
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import * as R from 'ramda'
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import * as Yup from 'yup'
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import { RadioGroup, TextInput } from 'src/components/inputs/formik'
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import {
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RadioGroup,
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TextInput,
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Autocomplete
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} from 'src/components/inputs/formik'
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import { H4 } from 'src/components/typography'
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import { errorColor } from 'src/styling/variables'
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@ -35,10 +39,16 @@ const useStyles = makeStyles({
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specialGrid: {
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display: 'grid',
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gridTemplateColumns: [[182, 162, 141]]
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},
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picker: {
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width: 150
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}
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})
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const CUSTOMER_BLOCKED = 'blocked'
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const CUSTOM = 'custom'
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const REQUIREMENT = 'requirement'
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const ID_CARD_DATA = 'idCardData'
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const getAuthorizedStatus = it =>
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it.authorizedOverride === CUSTOMER_BLOCKED
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@ -82,18 +92,28 @@ const requirementOptions = [
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{ display: 'ID card image', code: 'idCardPhoto' },
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{ display: 'ID data', code: 'idCardData' },
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{ display: 'US SSN', code: 'usSsn' },
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{ display: 'Customer camera', code: 'facephoto' }
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{ display: 'Customer camera', code: 'frontCamera' }
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]
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const customTextOptions = [
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{ display: 'Data entry title', code: 'title' },
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{ display: 'Data entry', code: 'data' }
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{ label: 'Data entry title', name: 'title' },
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{ label: 'Data entry', name: 'data' }
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]
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const customUploadOptions = [{ display: 'Data entry title', code: 'title' }]
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const customUploadOptions = [{ label: 'Data entry title', name: 'title' }]
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const entryTypeSchema = Yup.object().shape({
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entryType: Yup.string().required()
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const entryTypeSchema = Yup.lazy(values => {
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if (values.entryType === 'custom') {
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return Yup.object().shape({
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entryType: Yup.string().required(),
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dataType: Yup.string().required()
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})
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} else if (values.entryType === 'requirement') {
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return Yup.object().shape({
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entryType: Yup.string().required(),
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requirement: Yup.string().required()
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})
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}
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})
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const customFileSchema = Yup.object().shape({
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@ -111,13 +131,18 @@ const customTextSchema = Yup.object().shape({
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data: Yup.string().required()
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})
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const EntryType = ({ hasCustomRequirementOptions }) => {
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const updateRequirementOptions = it => [
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{
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display: 'Custom information requirement',
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code: 'custom'
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},
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...it
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]
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const EntryType = ({ customInfoRequirementOptions }) => {
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const classes = useStyles()
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const { values } = useFormikContext()
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const CUSTOM = 'custom'
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const REQUIREMENT = 'requirement'
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const displayCustomOptions = values.entryType === CUSTOM
|
||||
const displayRequirementOptions = values.entryType === REQUIREMENT
|
||||
|
||||
|
|
@ -158,14 +183,8 @@ const EntryType = ({ hasCustomRequirementOptions }) => {
|
|||
component={RadioGroup}
|
||||
name="requirement"
|
||||
options={
|
||||
hasCustomRequirementOptions
|
||||
? [
|
||||
{
|
||||
display: 'Custom information requirement',
|
||||
code: 'custom'
|
||||
},
|
||||
...requirementOptions
|
||||
]
|
||||
!R.isEmpty(customInfoRequirementOptions)
|
||||
? updateRequirementOptions(requirementOptions)
|
||||
: requirementOptions
|
||||
}
|
||||
labelClassName={classes.label}
|
||||
|
|
@ -178,18 +197,68 @@ const EntryType = ({ hasCustomRequirementOptions }) => {
|
|||
)
|
||||
}
|
||||
|
||||
const CustomData = ({ selectedValues }) => {
|
||||
const ManualDataEntry = ({ selectedValues, customInfoRequirementOptions }) => {
|
||||
const classes = useStyles()
|
||||
|
||||
const typeOfEntrySelected = selectedValues?.entryType
|
||||
const dataTypeSelected = selectedValues?.dataType
|
||||
const upload = dataTypeSelected === 'file' || dataTypeSelected === 'image'
|
||||
const requirementSelected = selectedValues?.requirement
|
||||
|
||||
const displayRequirements = typeOfEntrySelected === 'requirement'
|
||||
|
||||
const isCustomInfoRequirement = requirementSelected === CUSTOM
|
||||
|
||||
const updatedRequirementOptions = !R.isEmpty(customInfoRequirementOptions)
|
||||
? updateRequirementOptions(requirementOptions)
|
||||
: requirementOptions
|
||||
|
||||
const requirementName = displayRequirements
|
||||
? R.find(R.propEq('code', requirementSelected))(updatedRequirementOptions)
|
||||
.display
|
||||
: ''
|
||||
|
||||
const title = displayRequirements
|
||||
? `Requirement ${requirementName}`
|
||||
: `Custom ${dataTypeSelected} entry`
|
||||
|
||||
const elements = displayRequirements
|
||||
? requirementElements[requirementSelected]
|
||||
: customElements[dataTypeSelected]
|
||||
|
||||
const upload = displayRequirements
|
||||
? requirementSelected === 'idCardPhoto' ||
|
||||
requirementSelected === 'frontCamera'
|
||||
: dataTypeSelected === 'file' || dataTypeSelected === 'image'
|
||||
|
||||
return (
|
||||
<>
|
||||
<Box display="flex" alignItems="center">
|
||||
<H4>{`Custom ${dataTypeSelected} entry`}</H4>
|
||||
<H4>{title}</H4>
|
||||
</Box>
|
||||
{customElements[dataTypeSelected].options.map(({ display, code }) => (
|
||||
<Field name={code} label={display} component={TextInput} width={390} />
|
||||
{isCustomInfoRequirement && (
|
||||
<Autocomplete
|
||||
fullWidth
|
||||
label={`Available requests`}
|
||||
className={classes.picker}
|
||||
getOptionSelected={R.eqProps('code')}
|
||||
labelProp={'display'}
|
||||
options={customInfoRequirementOptions}
|
||||
onChange={(evt, it) => {
|
||||
// dispatch({ type: 'form', form: it })
|
||||
}}
|
||||
/>
|
||||
)}
|
||||
{!upload &&
|
||||
!isCustomInfoRequirement &&
|
||||
elements.options.map(({ label, name }) => (
|
||||
<Field name={name} label={label} component={TextInput} width={390} />
|
||||
))}
|
||||
{upload && <Upload type={dataTypeSelected}></Upload>}
|
||||
{upload && (
|
||||
<Upload
|
||||
type={
|
||||
displayRequirements ? requirementSelected : dataTypeSelected
|
||||
}></Upload>
|
||||
)}
|
||||
</>
|
||||
)
|
||||
}
|
||||
|
|
@ -198,20 +267,23 @@ const customElements = {
|
|||
text: {
|
||||
schema: customTextSchema,
|
||||
options: customTextOptions,
|
||||
Component: CustomData,
|
||||
initialValues: { data: '', title: '' }
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { data: '', title: '' },
|
||||
saveType: 'customEntry'
|
||||
},
|
||||
file: {
|
||||
schema: customFileSchema,
|
||||
options: customUploadOptions,
|
||||
Component: CustomData,
|
||||
initialValues: { file: '', title: '' }
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { file: null, title: '' },
|
||||
saveType: 'customEntryUpload'
|
||||
},
|
||||
image: {
|
||||
schema: customImageSchema,
|
||||
options: customUploadOptions,
|
||||
Component: CustomData,
|
||||
initialValues: { image: '', title: '' }
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { image: null, title: '' },
|
||||
saveType: 'customEntryUpload'
|
||||
}
|
||||
}
|
||||
|
||||
|
|
@ -225,7 +297,7 @@ const entryType = {
|
|||
// Customer data
|
||||
|
||||
const customerDataElements = {
|
||||
idScanElements: [
|
||||
idCardData: [
|
||||
{
|
||||
name: 'firstName',
|
||||
label: 'First name',
|
||||
|
|
@ -262,7 +334,7 @@ const customerDataElements = {
|
|||
component: TextInput
|
||||
}
|
||||
],
|
||||
usSsnElements: [
|
||||
usSsn: [
|
||||
{
|
||||
name: 'usSsn',
|
||||
label: 'US SSN',
|
||||
|
|
@ -270,12 +342,12 @@ const customerDataElements = {
|
|||
size: 190
|
||||
}
|
||||
],
|
||||
idCardPhotoElements: [{ name: 'idCardPhoto' }],
|
||||
frontCameraElements: [{ name: 'frontCamera' }]
|
||||
idCardPhoto: [{ name: 'idCardPhoto' }],
|
||||
frontCamera: [{ name: 'frontCamera' }]
|
||||
}
|
||||
|
||||
const customerDataschemas = {
|
||||
idScan: Yup.object().shape({
|
||||
const customerDataSchemas = {
|
||||
idCardData: Yup.object().shape({
|
||||
firstName: Yup.string().required(),
|
||||
lastName: Yup.string().required(),
|
||||
documentNumber: Yup.string().required(),
|
||||
|
|
@ -303,6 +375,61 @@ const customerDataschemas = {
|
|||
})
|
||||
}
|
||||
|
||||
const requirementElements = {
|
||||
idCardData: {
|
||||
schema: customerDataSchemas.idCardData,
|
||||
options: customerDataElements.idCardData,
|
||||
Component: ManualDataEntry,
|
||||
initialValues: {
|
||||
firstName: '',
|
||||
lastName: '',
|
||||
documentNumber: '',
|
||||
dateOfBirth: '',
|
||||
gender: '',
|
||||
country: '',
|
||||
expirationDate: ''
|
||||
},
|
||||
saveType: 'customerData'
|
||||
},
|
||||
usSsn: {
|
||||
schema: customerDataSchemas.usSsn,
|
||||
options: customerDataElements.usSsn,
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { usSsn: '' },
|
||||
saveType: 'customerData'
|
||||
},
|
||||
idCardPhoto: {
|
||||
schema: customerDataSchemas.idCardPhoto,
|
||||
options: customerDataElements.idCardPhoto,
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { idCardPhoto: null },
|
||||
saveType: 'customerDataUpload'
|
||||
},
|
||||
frontCamera: {
|
||||
schema: customerDataSchemas.frontCamera,
|
||||
options: customerDataElements.frontCamera,
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { frontCamera: null },
|
||||
saveType: 'customerDataUpload'
|
||||
},
|
||||
custom: {
|
||||
// schema: customerDataSchemas.customInfoRequirement,
|
||||
Component: ManualDataEntry,
|
||||
initialValues: { customInfoRequirement: null },
|
||||
saveType: 'customInfoRequirement'
|
||||
}
|
||||
}
|
||||
|
||||
const formatDates = values => {
|
||||
R.map(
|
||||
elem =>
|
||||
(values[elem] = format('yyyyMMdd')(
|
||||
parse(new Date(), 'yyyy-MM-dd', values[elem])
|
||||
))
|
||||
)(['dateOfBirth', 'expirationDate'])
|
||||
return values
|
||||
}
|
||||
|
||||
const mapKeys = pair => {
|
||||
const [key, value] = pair
|
||||
if (key === 'txCustomerPhotoPath' || key === 'frontCameraPath') {
|
||||
|
|
@ -339,7 +466,12 @@ export {
|
|||
getName,
|
||||
entryType,
|
||||
customElements,
|
||||
requirementElements,
|
||||
formatPhotosData,
|
||||
customerDataElements,
|
||||
customerDataschemas
|
||||
customerDataSchemas,
|
||||
formatDates,
|
||||
REQUIREMENT,
|
||||
CUSTOM,
|
||||
ID_CARD_DATA
|
||||
}
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue