circuitnederland / registrationform

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Investigate flow when brokers or admins register new users #34

Closed sandrab closed 5 years ago

sandrab commented 5 years ago

When a broker or admin registers a new user directly in Cyclos, we must check if the procedure and flow are clear and as we would like them to be.

Notes:

sandrab commented 5 years ago

Discussed with Roder that we will make two changes:

  1. In the user operation script that is available for financial admins to validate a user in case of an alternative payment method (instead of iDEAL): add a new form field so the admin can indicate whether the user has accepted the agreements or not. Depending on the answer, alternativePaymentValidation will call utils.acceptAgreements() or not.
  2. In the activateUserCheckPayment extension script: instead of doing nothing when the user was registered by a broker (if usr.brokers), just do all normal actions in this case, except calling utils.acceptAgreements().

This way, users registered directly in Cyclos by a broker never have their agreements accepted during validation - they can do so at first login.
For users registered direcly in Cyclos by an admin we assume an admin only does this when they are certain the user has accepted the agreements (and can prove this by a paper form), or the admin will use the alternative operation to validate the user in case of an alternative payment method and fill in the new formfield indicating agreements were accepted as 'No'.

Note: as part of this issue, please confirm that when the agreements are not accepted by a script, the user needs to accept them at first login indeed.

sandrab commented 5 years ago

Note we should use user.brokers instead of usr.brokers now usr is a wrapped DTO.

Confirmation: when the agreements are not accepted by a script, the user gets prompted to accept them after logging in, making it impossible to do anything else but either accept or log out.

sandrab commented 5 years ago

Reopened because we postponed deploying v1.1.2. Will be closed as soon as we deploy a new release to production.

sandrab commented 5 years ago

This issue is closed as part of the v1.2.0 release.