This refinement details the necessary changes for the search by phone to work in admin tool documented in Search customer by phone in Admin App .
Solution 1
Create a phone lookup record in the commit order workflow. This will make sure that we’ll be able to find the customer searching by his phone as long as he has included it on the order, or registered in his account (verified or not). There are three possible scenarios:
Scenario | Condition | Outcome |
---|---|---|
Delivery order | Phone number is mandatory to close the order | Creates record using the order’s phone number |
Not delivery order but user has a phone added to his account | Phone number is not mandatory | Creates record using the user’s account phone number if it doesn’t exist already |
Not delivery order and user hasn’t added a phone to his account | Phone number is not mandatory | Doesn’t create a record |
Pros
Uses existing lookup record structure
Search will work with both phone numbers included in the order or in the user account
Doesn’t require phone verification
Doesn’t require migration scripts, the search will work as long as the user has made one order after the feature release
Cons
A phone number can only be associated with a single customer, which will be the first one to inform the number on the platform
There isn’t a simple way to delete the link between an user and phone number recorded in a delivery order . One possibility is allowing customer support to remove the link via the support tool if it is outdated.
Implementation Proposal
The sequence diagram below represents one possible implementation of the solution where the responsibility of managing lookup records stay in the intl-users packages.
POC
The code below creates lookup records if they don’t exist when the order is committed.
intl-whitelabel-graphql/src/functions/graphql/resolvers/orders.ts
Mutation: { async commitOrder(...) { ... const savePhone = () => { const phoneNumber = delivery?.dropoff?.phoneNumber ?? contextUser.details.phoneNumber; const { cognitoId } = contextUser; if (phoneNumber && cognitoId) { providers.users.createPhoneRecord(cognitoId, phoneNumber); } }; savePhone(); } }
intl-packages/src/user-lookup-by-phone/user-lookup-by-phone.ts
class UserLookupByPhone { public async create({ cognitoId, phoneNumber }: { cognitoId: string; phoneNumber: string }) { const params = { ConditionExpression: INSERT_CONDITION_EXPRESSION, Item: { pk: `phone#${phoneNumber}`, pk2: `phone_user#${cognitoId}`, sk: 'v0_UserPhone', sk2: 'v0_UserPhoneLookUp', }, TableName: this.tableName, }; await this.executeWithRetry(DynamoMethods.put, params); } public async getByUserServiceLookup( phoneNumber: string, ): Promise<IUserLookupByPhone | undefined> { const dynamoSearch = { ExpressionAttributeValues: { ':pk': `phone#${phoneNumber}`, ':sk': 'v0_UserPhone', }, KeyConditionExpression: 'pk = :pk AND begins_with(sk, :sk)', TableName: this.tableName, }; const { Items } = await this.executeWithRetry(DynamoMethods.query, dynamoSearch); const Item = Items?.[0]; return Item ? cast(Item, TUserLookupByPhone) : undefined; } }
Commit an order with delivery.dropoff.phoneNumber +222222
Validate record in database
Searching phone in support tool
Customer details
Validate SA market solution
In - IPN-31Getting issue details... STATUS Saudi Arabia team are implementing the possibility to sign up by phone, which has some overlaps with the changes needed for admin app.
Result:
After confirming that SA market is deployed in eu-central-1 AWS Region, I could find user records created in Dynamo indexed by phone:
With this information, I was able to validate that the search could work in admin app:
Since this is just a proof of concept, the example is not working perfectly. For example, the search bar is not showing the customer name and the phone in Customer Details page is wrong but this issues would be fixed during the development.
Searching by phone
Result
Code changes
In this section are listed the changes made for this validation in intl-packages and intl-admin-app repositories.
intl-packages:
users.ts:
public getByPhoneNumber( phoneNumber: string, searchByUserServiceLookup = false, ): Promise<IUserItem | undefined> { return searchByUserServiceLookup ? this.usersDynamo.getByUserServicePhoneLookup(phoneNumber) : this.usersDynamo.getByPhoneNumber(phoneNumber); }
users-dynamo.ts:
public async getByUserServicePhoneLookup(phoneNumber: string): Promise<IUserItem | undefined> { const lookupItem = await this.userLookupByPhone.getByUserServiceLookup(phoneNumber); if (lookupItem) { if (lookupItem) { const cognitoId = lookupItem.pk; const user = await this.getById(cognitoId); return user; } } return undefined; }
user-lookup-by-phone:
public async getByUserServiceLookup( phoneNumber: string, ): Promise<IUserLookupByPhone | undefined> { const dynamoSearch = { ExpressionAttributeValues: { ':pk2': this.createUserServicePk(phoneNumber), ':sk2': this.createUserServiceSk(), }, IndexName: 'brand-index-2', KeyConditionExpression: 'pk2 = :pk2 AND begins_with(sk2, :sk2)', TableName: this.tableName, }; const { Items } = await this.executeWithRetry(DynamoMethods.query, dynamoSearch); const Item = Items?.[0]; return Item ? cast(Item, TUserLookupByPhone) : undefined; }
intl-admin-app
The changes can be found in https://github.com/rbilabs/intl-admin-app/pull/242 .
Validate phone number updates
The user search, either by phone or emails, depends on the pk2 value of the user record in dynamo that necessarily has to have a phone number or an email, for example:
phone number:
email:
Therefore, we can only search a customer by phone number or email, but not both. Besides this issue, another problem is the update of the phone number. Today the change would only be reflected in user.details.phoneNumber
and not in pk2
(check code below), which leads to the search by phone only working with the first number registered.
user-lookup-by-phone.repository.ts (https://github.com/rbilabs/intl-user-service/blob/master/src/users/user-lookup-by-phone.repository.ts#L103-L125)
public async update(updatedUser: IUser): Promise<void> { // eslint-disable-next-line @typescript-eslint/no-unused-vars const { cognitoId, ...userItem } = updatedUser; let updateExpressions = DynamoDB.getUpdateExpressions(userItem); updateExpressions = { ...updateExpressions, ExpressionAttributeValues: { ...updateExpressions.ExpressionAttributeValues, [':phoneNumber']: updatedUser.details.phoneNumber, }, }; await this.dynamoClient .update({ ...updateExpressions, ConditionExpression: '#details.phoneNumber = :phoneNumber', Key: { pk: updatedUser.cognitoId, sk: this.createSk() }, TableName: this.tableName, }) .promise(); }
Deprecated
Necessary changes - summary
User Service API: Adapt GET user endpoint to also search by phone numberUser Service API: Adapt thecreate
method in user service to create alookupByPhoneNumber
record if a phone number is informedUser Service API: Adaptupdate-user
lambda to update or create alookupByPhoneNumber
record if the phone number changedUser Service API: Add aisPhoneNumberVerified
field tolookupByPhoneNumber
interface. This is important to avoid impactinghttps://rbictg.atlassian.net/wiki/spaces/EGMT/pages/4329078785/Solution+Phone+Number+Authentication+for+BK+SA#Customer-support-toolUser packages: ChangegetByPhoneNumber
to use User Service API instead of directly accessing the databaseAdmin App Backend: Create a GraphQL query to request customers by phone numberAdmin App Frontend: Add the option to search customers by phone using the new queryDynamoDB: Develop a migration script to createlookupByPhoneNumber
for existing customers
Diagrams
Search customer by phone sequence diagram:
Necessary changes - details
intl-user-service
Include theisVerified
field inIUserLookupByPhone
Interface:https://github.com/rbilabs/intl-user-service/blob/master/src/users/user-lookup-by-phone.repository.ts#L25-L30
export interface IUserLookupByPhone { pk: string; pk2: string; sk: string; sk2: string; isVerified: boolean; }
CreatelookupByPhoneNumber
record after creating the user in dynamo inside thepre-signup
lambda, but only if a phone number is informed:https://github.com/rbilabs/intl-user-service/blob/master/src/cognito-lambdas/pre-signup.service.ts#L135Update thelookupByPhoneNumber
record if an user update is triggered and includes the phone number:https://github.com/rbilabs/intl-user-service/blob/master/src/users/update-comm-pref.service.ts#L150Adapt the get user endpoint to have anphoneNumber
query field, that searches by phone:https://github.com/rbilabs/intl-user-service/blob/master/src/users/users.controller.ts#L124Create a LaunchDarkly Flag and request it via a backend query (https://github.com/rbilabs/intl-admin-app/blob/master/src/remote/queries/launch-darkly.ts)
intl-packages
Create the option to searchlookupByPhone
records created byuser-service
using the endpoint. Currently,getByEmail
already works this way (https://github.com/rbilabs/intl-packages/blob/master/packages/users/src/users.ts#L359).
This changes are already implemented in this git branch: https://github.com/rbilabs/intl-packages/pull/961
intl-admin-app
Create a GraphQL query that uses thesearchByPhone
method exposed by intl-packagesUpdate the UI to display the search by phone number option
These main changes are implemented in this git branch: https://github.com/rbilabs/intl-admin-app/pull/242
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