feat(users): refactor ProdIntent to support product-type context and merchant-scope (#7638)

Co-authored-by: hyperswitch-bot[bot] <148525504+hyperswitch-bot[bot]@users.noreply.github.com>

crates/api_models/src/user/dashboard_metadata.rs

@@ -1,4 +1,4 @@
-use common_enums::CountryAlpha2;
+use common_enums::{CountryAlpha2, MerchantProductType};
 use common_utils::{id_type, pii};
 use masking::Secret;
 use strum::EnumString;
@@ -103,6 +103,8 @@ pub struct ProdIntent {
     pub poc_contact: Option<String>,
     pub comments: Option<String>,
     pub is_completed: bool,
+    #[serde(default)]
+    pub product_type: MerchantProductType,
 }
 
 #[derive(Debug, serde::Deserialize, serde::Serialize, Clone)]

crates/common_enums/src/enums/accounts.rs

@@ -1,6 +1,7 @@
 use serde;
 use utoipa::ToSchema;
 #[derive(
+    Copy,
     Default,
     Clone,
     Debug,

crates/router/src/core/user.rs

@@ -2974,7 +2974,7 @@ pub async fn list_merchants_for_user_in_org(
             .map(|merchant_account| user_api::UserMerchantAccountResponse {
                 merchant_name: merchant_account.merchant_name.clone(),
                 merchant_id: merchant_account.get_id().to_owned(),
-                product_type: merchant_account.product_type.clone(),
+                product_type: merchant_account.product_type,
                 version: merchant_account.version,
             })
             .collect::<Vec<_>>(),

crates/router/src/core/user/dashboard_metadata.rs

@@ -38,7 +38,6 @@ pub async fn set_metadata(
     Ok(ApplicationResponse::StatusOk)
 }
 
-#[cfg(feature = "v1")]
 pub async fn get_multiple_metadata(
     state: SessionState,
     user: UserFromToken,
@@ -462,7 +461,7 @@ async fn insert_metadata(
                 pii::Email::from_str(inner_poc_email)
                     .change_context(UserErrors::EmailParsingError)?;
             }
-            let mut metadata = utils::insert_user_scoped_metadata_to_db(
+            let mut metadata = utils::insert_merchant_scoped_metadata_to_db(
                 state,
                 user.user_id.clone(),
                 user.merchant_id.clone(),
@@ -473,7 +472,7 @@ async fn insert_metadata(
             .await;
 
             if utils::is_update_required(&metadata) {
-                metadata = utils::update_user_scoped_metadata(
+                metadata = utils::update_merchant_scoped_metadata(
                     state,
                     user.user_id.clone(),
                     user.merchant_id.clone(),
@@ -500,7 +499,6 @@ async fn insert_metadata(
                         EntityType::Merchant,
                     )
                     .await?;
-
                     let email_contents = email_types::BizEmailProd::new(
                         state,
                         data,
@@ -662,7 +660,6 @@ async fn fetch_metadata(
     Ok(dashboard_metadata)
 }
 
-#[cfg(feature = "v1")]
 pub async fn backfill_metadata(
     state: &SessionState,
     user: &UserFromToken,
@@ -705,6 +702,11 @@ pub async fn backfill_metadata(
                 return Ok(None);
             };
 
+            #[cfg(feature = "v1")]
+            let processor_name = mca.connector_name.clone();
+
+            #[cfg(feature = "v2")]
+            let processor_name = mca.connector_name.to_string().clone();
             Some(
                 insert_metadata(
                     state,
@@ -712,13 +714,14 @@ pub async fn backfill_metadata(
                     DBEnum::StripeConnected,
                     types::MetaData::StripeConnected(api::ProcessorConnected {
                         processor_id: mca.get_id(),
-                        processor_name: mca.connector_name,
+                        processor_name,
                     }),
                 )
                 .await,
             )
             .transpose()
         }
+
         DBEnum::PaypalConnected => {
             let mca = if let Some(paypal_connected) = get_merchant_connector_account_by_name(
                 state,
@@ -745,6 +748,11 @@ pub async fn backfill_metadata(
                 return Ok(None);
             };
 
+            #[cfg(feature = "v1")]
+            let processor_name = mca.connector_name.clone();
+
+            #[cfg(feature = "v2")]
+            let processor_name = mca.connector_name.to_string().clone();
             Some(
                 insert_metadata(
                     state,
@@ -752,7 +760,7 @@ pub async fn backfill_metadata(
                     DBEnum::PaypalConnected,
                     types::MetaData::PaypalConnected(api::ProcessorConnected {
                         processor_id: mca.get_id(),
-                        processor_name: mca.connector_name,
+                        processor_name,
                     }),
                 )
                 .await,

crates/router/src/routes/app.rs

@@ -2136,6 +2136,12 @@ impl User {
                 ),
         );
 
+        route = route.service(
+            web::resource("/data")
+                .route(web::get().to(user::get_multiple_dashboard_metadata))
+                .route(web::post().to(user::set_dashboard_metadata)),
+        );
+
         route
     }
 }

crates/router/src/routes/user.rs

@@ -197,7 +197,6 @@ pub async fn set_dashboard_metadata(
     .await
 }
 
-#[cfg(feature = "v1")]
 pub async fn get_multiple_dashboard_metadata(
     state: web::Data<AppState>,
     req: HttpRequest,

crates/router/src/services/email/assets/bizemailprod.html

@@ -104,6 +104,10 @@
                             <strong>Business Website:</strong>
                             {business_website}
                           </li>
+                          <li>
+                            <strong>Product Type:</strong>
+                            {product_type}
+                          </li>
                         </ol>
                       </td>
                     </tr>

crates/router/src/services/email/types.rs

@@ -1,5 +1,5 @@
 use api_models::user::dashboard_metadata::ProdIntent;
-use common_enums::EntityType;
+use common_enums::{EntityType, MerchantProductType};
 use common_utils::{errors::CustomResult, pii, types::theme::EmailThemeConfig};
 use error_stack::ResultExt;
 use external_services::email::{EmailContents, EmailData, EmailError};
@@ -64,6 +64,7 @@ pub enum EmailBody {
         legal_business_name: String,
         business_location: String,
         business_website: String,
+        product_type: MerchantProductType,
     },
     ReconActivation {
         user_name: String,
@@ -199,6 +200,7 @@ pub mod html {
                 legal_business_name,
                 business_location,
                 business_website,
+                product_type,
             } => {
                 format!(
                     include_str!("assets/bizemailprod.html"),
@@ -207,6 +209,7 @@ pub mod html {
                     business_location = business_location,
                     business_website = business_website,
                     username = user_name,
+                    product_type = product_type
                 )
             }
             EmailBody::ProFeatureRequest {
@@ -558,6 +561,7 @@ pub struct BizEmailProd {
     pub settings: std::sync::Arc<configs::Settings>,
     pub theme_id: Option<String>,
     pub theme_config: EmailThemeConfig,
+    pub product_type: MerchantProductType,
 }
 
 impl BizEmailProd {
@@ -582,6 +586,7 @@ impl BizEmailProd {
             business_website: data.business_website.unwrap_or_default(),
             theme_id,
             theme_config,
+            product_type: data.product_type,
         })
     }
 }
@@ -595,6 +600,7 @@ impl EmailData for BizEmailProd {
             legal_business_name: self.legal_business_name.clone(),
             business_location: self.business_location.clone(),
             business_website: self.business_website.clone(),
+            product_type: self.product_type,
         });
 
         Ok(EmailContents {

crates/router/src/types/domain/user.rs

@@ -417,7 +417,7 @@ impl NewUserMerchant {
     }
 
     pub fn get_product_type(&self) -> Option<common_enums::MerchantProductType> {
-        self.product_type.clone()
+        self.product_type
     }
 
     pub async fn check_if_already_exists_in_db(&self, state: SessionState) -> UserResult<()> {
@@ -703,11 +703,18 @@ impl TryFrom<UserMerchantCreateRequestWithToken> for NewUserMerchant {
         } else {
             id_type::MerchantId::new_from_unix_timestamp()
         };
+        let (user_from_storage, user_merchant_create, user_from_token) = value;
         Ok(Self {
             merchant_id,
-            company_name: Some(UserCompanyName::new(value.1.company_name.clone())?),
+            company_name: Some(UserCompanyName::new(
-            product_type: value.1.product_type.clone(),
+                user_merchant_create.company_name.clone(),
-            new_organization: NewUserOrganization::from(value),
+            )?),
+            product_type: user_merchant_create.product_type,
+            new_organization: NewUserOrganization::from((
+                user_from_storage,
+                user_merchant_create,
+                user_from_token,
+            )),
         })
     }
 }

crates/router/src/utils/user/dashboard_metadata.rs

@@ -218,10 +218,9 @@ pub fn separate_metadata_type_based_on_scope(
             | DBEnum::SetupWoocomWebhook
             | DBEnum::OnboardingSurvey
             | DBEnum::IsMultipleConfiguration
-            | DBEnum::ReconStatus => merchant_scoped.push(key),
+            | DBEnum::ReconStatus
-            DBEnum::Feedback | DBEnum::ProdIntent | DBEnum::IsChangePasswordRequired => {
+            | DBEnum::ProdIntent => merchant_scoped.push(key),
-                user_scoped.push(key)
+            DBEnum::Feedback | DBEnum::IsChangePasswordRequired => user_scoped.push(key),
-            }
         }
     }
     (merchant_scoped, user_scoped)