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Migrate users profile data to Customers collection #318

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aaronjudd opened this issue Feb 14, 2015 · 2 comments
Closed

Migrate users profile data to Customers collection #318

aaronjudd opened this issue Feb 14, 2015 · 2 comments
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@aaronjudd
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Core Architecture

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@aaronjudd
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  • Migrate use of 'users' collection.
  • Move addressBook, into Customers collection.
  • only use users for authentication methods
  • allow for purchase, workflows without user authentication
  • Add, enforce schema for Customers
  • Security - view/update own records unless admin
  • Encryption of all customer data (replace with plain text with encrypted data)
  • Add server side methods for reading/store, query encrypted records
  • add test for exposed customer data

Consider use cases with #271, #183
@aaronjudd aaronjudd added this to the Core Architecture milestone Feb 14, 2015
@aaronjudd aaronjudd changed the title Migrate users profile data to Customer collection Migrate users profile data to Customers collection Feb 14, 2015
@aaronjudd aaronjudd mentioned this issue Feb 15, 2015
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@aaronjudd
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I think it would be worth removing alanning:roles and rolling our own here as well.

@aaronjudd aaronjudd self-assigned this Feb 26, 2015
@aaronjudd aaronjudd mentioned this issue Feb 26, 2015
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@aaronjudd
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Closing.

Resolved in https://github.com/reactioncommerce/reaction-core/pull/111

  • Migrate use of 'users' collection.

  • Move addressBook, into Customers collection.

  • only use users for authentication methods

  • allow for purchase, workflows without user authentication

  • Add, enforce schema for Customers

  • Security - view/update own records unless admin

    Remaining items moved to Review user data handling #344

aaronjudd added a commit that referenced this issue Mar 24, 2015
@aaronjudd
v0.5.3 - Guest Checkout, RTL
a7c90af 
Thanks to contributions from @danielgindi `right to left internationalization` is now supported.

Take a look at the Russian or Hebrew languages to see RTL in action.

 - Resolves #176

Also contributions from  @firstred and @epson121 added Dutch and Croatian translations.

Thanks to contributions from @lovetostrike, the initial `reactioncommerce:reaction-social` package has been published, which gives basic social sharing functionality.

 - Resolves #61
 - Resolves #281

- if there is neither a sessionCart nor a userCart, create a sessionCart
  * add sessionId to cart.sessions
  * auto insert/update userId if authenticated
  * observers to ensure cart always exists (ie after deletion)
- if sessionCart is a not a userCart return sessionCart
- if sessionCart just authenticated, add userId
- only return a user cart when authenticated
  * copy existing userCart(s) into sessionCart and remove userCart(s)
- if userCart just logged out, remove sessionId from userCart and create new sessionCart
- allow multiple sessionId per cart when userCart

TODO:

- realistically this may not be very solid way to handle sessions.
- Session handling will need a **close review in the future**.
- potential edge cases where multiple session/auth/merge actions to a cart may destroy the cart
- cart really should have mirrored client and server methods and be tested offline

Issue updates:

- Remove packages introduced in reactioncommerce/reaction-core#76
- Resolves #271
- Resolves #339
- Resolves #326
- Resolves #183
- Strategic updates for issue #16
- Strategic updates for issue #318
- Strategic updates for issue #76

   * dashboard enable/disable **guest checkout**
   * change default step to **guest checkout** or create/sign-in
   * store email for order - **after order completion if guest**
   * not visible after destroyed session (ie: refresh)
   * updated checkout and progress bar to use
     cart value instead of session

TODO:

- validation on email guest entry
- add account creation instructions to an order completion email
- potentially add third prompt for account creation after email (or promos,etc)
- order emails!
- use workflow states to control checkout ui flow.

Thanks to initial contributions from @prinzdezibel!

- use new Accounts collection (previously referred to as customers)
- create account on user create, or use a session specific account
- implement Template.dynamic handling of AddressBook edit/add/grid
- changes to checkout address handling, fix accounts context
- update addressBook forms to autoform-v0.5.0 compatible (autoform not upgraded)
- change accounts/shop `email` from string to `emails` array
  - `emails: {'address': options.email, 'verified': true}`
- changed Shops, Accounts email to an array `emails`
- userAccountsDropdown icon for orders, profile
- user view of order history

TODO:

- merge session accounts to user account upon email confirmation (and email saved on cart)
- reduce / cleanup garbage sessions  (merge will help)
- session / accounts/ cart garbage collector
- account profile / settings
- on account creation / login  with password
    - if confirmed account creation email
      - create a account collection record with this userId
      - update all orders with matching email to match this userId
      - copy all order addresses into Accounts.profile.addressBook
      - copy all social / email info to Accounts.
      - users collection locked down, nothing exposed to client, used for authentication only
    - else
      - if there are more orders with this email
      - display on order view "Add order"

* moves user orders from cart/checkout folder to dashboard/orders
* add message for confirmation of email
* authenticated user can see all orders where userId in list view
* admin can see all in list view
* userAccountsDropdown icon for orders
* add cartId to Orders (instead of using cartId as orderId)

TODO:

- integrate the admin view of list into dashboard admin flow
- this is possibly a breaking change to the orders dashboard.
- remove sessionId from orders on logout

* updates to handling settings from registry (public, private)
* rename and move settingGeneral to shop/settings
* rename and move settingsAccounts to shop/accounts

**Multi-shop/vendor**

* shop account updates to prep multi-shop dashboard
* shopId added to cart.items (variants)

Issue updates:

- Strategic updates for issue #236
- Strategic updates for issue #327

* added settings.public to publish public settings to ReactionCore.xxx

Thanks to contributions and docs from @spencern

- Test coverage for product methods
- Fix, add coverage for core methods

* Upgrade to Meteor 1.0.4.2
* Implements `check` and `audit-argument-checks`
* Implements `browser-policy`
* Fixed footer layout pages loading.
* Updates CFS, removes FileStorage collection.
* **Contributions from @aldeed @prinzdezibel @spencern @boboci9 @evliu @ceh @gouthamve @KEFIRCHIK @epson21 @firstred
**
aaronjudd added a commit that referenced this issue Dec 3, 2015
@aaronjudd
Guest Checkout
dd66c66 
**Cart**

*The goal is a reactive offline / online multisession-multishop-multidevice cart.*

- if there is neither a sessionCart nor a userCart, create a sessionCart
  * add sessionId to cart.sessions
  * auto insert/update userId if authenticated
  * observers to ensure cart always exists (ie after deletion)
- if sessionCart is a not a userCart return sessionCart
- if sessionCart just authenticated, add userId
- only return a user cart when authenticated
  * copy existing userCart(s) into sessionCart and remove userCart(s)
- if userCart just logged out, remove sessionId from userCart and create new sessionCart
- allow multiple sessionId per cart when userCart

TODO:

- realistically this may not be very solid way to handle sessions.
- It will need a close review in the future.
- there are some edge cases where multiple authentications
or merges to the same cart may destroy the cart
- Cart really should have mirrored client and server methods
to allow adding to cart while offline
- allow multiple sessionId per cart when userCart
- consider implementation of this as part of Accounts

Updates issues:

- Remove packages introduced in reactioncommerce/reaction-core#76
- Resolves #271
- Resolves #339
- Resolves #326
- Resolves #183
- Strategic updates for issue #16
- Strategic updates for issue #318
- Strategic updates for issue #76

**Checkout**

   * dashboard enable/disable guest checkout
   * change default step to guest checkout or create/sign-in
   * store email for order - after order completion if guest
   * not visible after destroyed session (ie: refresh)
   * updated checkout and progress bar to use
     cart value instead of session

TODO:

- validation on email guest entry
- add account creation instructions to an order completion email
- potentially add third prompt for account creation after email (or promos,etc)
- order emails!
- use workflow states to control checkout ui flow.

**Accounts**

  * use new Accounts collection (previously referred to as customers)
  * userAccountsDropdown icon for orders, profile

  TODO:

- account profile / settings
- on account creation / login  with password:

    if confirmed account creation email
      create a account collection record with this userId
      update all orders with matching email to match this userId
      copy all order addresses into Accounts.profile.addressBook
      copy all social / email info to Accounts.
      users collection locked down, nothing exposed to client, used for authentication only
    else
      if there are more orders with this email
      display on order view "Add order"

**Packages**

* added settings.public to publish public settings to ReactionCore.xxx

**Orders**

* moves user orders from cart/checkout folder to dashboard/orders
* add message for confirmation of email
* authenticated user can see all orders where userId in list view
* admin can see all in list view
* userAccountsDropdown icon for orders
* add cartId to Orders (instead of using cartId as orderId)

TODO:

- integrate the admin view of list into dashboard admin flow
- this is possibly a breaking change to the orders dashboard.

**Dashboard**

* updates to handling settings from registry
* rename and move settingGeneral to shop/settings
* rename and move settingsAccounts to shop/accounts

**Multi-shop/vendor**

* shop account updates to prep multi-shop dashboard
* shopId added to cart.items (variants)

Strategic updates for issue #236
Strategic updates for issue #327

**General**

* Fixed footer layout pages loading.
* Updates CFS, removes FileStorage collection.

Related issues @aldeed @prinzdezibel
aaronjudd added a commit that referenced this issue Dec 3, 2015
@aaronjudd
v0.5.3 - Guest Checkout, RTL
3910815 
Thanks to contributions from @danielgindi `right to left internationalization` is now supported.

Take a look at the Russian or Hebrew languages to see RTL in action.

 - Resolves #176

Also contributions from  @firstred and @epson121 added Dutch and Croatian translations.

Thanks to contributions from @lovetostrike, the initial `reactioncommerce:reaction-social` package has been published, which gives basic social sharing functionality.

 - Resolves #61
 - Resolves #281

- if there is neither a sessionCart nor a userCart, create a sessionCart
  * add sessionId to cart.sessions
  * auto insert/update userId if authenticated
  * observers to ensure cart always exists (ie after deletion)
- if sessionCart is a not a userCart return sessionCart
- if sessionCart just authenticated, add userId
- only return a user cart when authenticated
  * copy existing userCart(s) into sessionCart and remove userCart(s)
- if userCart just logged out, remove sessionId from userCart and create new sessionCart
- allow multiple sessionId per cart when userCart

TODO:

- realistically this may not be very solid way to handle sessions.
- Session handling will need a **close review in the future**.
- potential edge cases where multiple session/auth/merge actions to a cart may destroy the cart
- cart really should have mirrored client and server methods and be tested offline

Issue updates:

- Remove packages introduced in reactioncommerce/reaction-core#76
- Resolves #271
- Resolves #339
- Resolves #326
- Resolves #183
- Strategic updates for issue #16
- Strategic updates for issue #318
- Strategic updates for issue #76

   * dashboard enable/disable **guest checkout**
   * change default step to **guest checkout** or create/sign-in
   * store email for order - **after order completion if guest**
   * not visible after destroyed session (ie: refresh)
   * updated checkout and progress bar to use
     cart value instead of session

TODO:

- validation on email guest entry
- add account creation instructions to an order completion email
- potentially add third prompt for account creation after email (or promos,etc)
- order emails!
- use workflow states to control checkout ui flow.

Thanks to initial contributions from @prinzdezibel!

- use new Accounts collection (previously referred to as customers)
- create account on user create, or use a session specific account
- implement Template.dynamic handling of AddressBook edit/add/grid
- changes to checkout address handling, fix accounts context
- update addressBook forms to autoform-v0.5.0 compatible (autoform not upgraded)
- change accounts/shop `email` from string to `emails` array
  - `emails: {'address': options.email, 'verified': true}`
- changed Shops, Accounts email to an array `emails`
- userAccountsDropdown icon for orders, profile
- user view of order history

TODO:

- merge session accounts to user account upon email confirmation (and email saved on cart)
- reduce / cleanup garbage sessions  (merge will help)
- session / accounts/ cart garbage collector
- account profile / settings
- on account creation / login  with password
    - if confirmed account creation email
      - create a account collection record with this userId
      - update all orders with matching email to match this userId
      - copy all order addresses into Accounts.profile.addressBook
      - copy all social / email info to Accounts.
      - users collection locked down, nothing exposed to client, used for authentication only
    - else
      - if there are more orders with this email
      - display on order view "Add order"

* moves user orders from cart/checkout folder to dashboard/orders
* add message for confirmation of email
* authenticated user can see all orders where userId in list view
* admin can see all in list view
* userAccountsDropdown icon for orders
* add cartId to Orders (instead of using cartId as orderId)

TODO:

- integrate the admin view of list into dashboard admin flow
- this is possibly a breaking change to the orders dashboard.
- remove sessionId from orders on logout

* updates to handling settings from registry (public, private)
* rename and move settingGeneral to shop/settings
* rename and move settingsAccounts to shop/accounts

**Multi-shop/vendor**

* shop account updates to prep multi-shop dashboard
* shopId added to cart.items (variants)

Issue updates:

- Strategic updates for issue #236
- Strategic updates for issue #327

* added settings.public to publish public settings to ReactionCore.xxx

Thanks to contributions and docs from @spencern

- Test coverage for product methods
- Fix, add coverage for core methods

* Upgrade to Meteor 1.0.4.2
* Implements `check` and `audit-argument-checks`
* Implements `browser-policy`
* Fixed footer layout pages loading.
* Updates CFS, removes FileStorage collection.
* **Contributions from @aldeed @prinzdezibel @spencern @boboci9 @evliu @ceh @gouthamve @KEFIRCHIK @epson21 @firstred
**
cmbirk pushed a commit to cmbirk/reaction that referenced this issue Aug 18, 2019
@machikoyasuda
Merge pull request reactioncommerce#318 from sportsdirect/chore-updat…
d0ac7b3 
…e-email-templates-display-name

chore(email-templates): 📬 update plugin w/ latest displayName fix
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