feat(comms): Adding email for when a Plaid link is disconnected

This email is not sent yet, but is the groundwork for allowing us to notify users when their plaid link is disconnected and needs to be reauthenticated.
monetr · May 27, 2024 · 5534ad1 · 5534ad1
1 parent fc5eb8f
commit 5534ad1
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diff --git a/emails/src/PlaidDisconnected.tsx b/emails/src/PlaidDisconnected.tsx
@@ -0,0 +1,107 @@
+import * as React from 'react';
+import {
+  Body,
+  Button,
+  Container,
+  Head,
+  Heading,
+  Hr,
+  Html,
+  Img,
+  Link,
+  Preview,
+  Section,
+  Tailwind,
+  Text,
+} from '@react-email/components';
+
+// eslint-disable-next-line no-relative-import-paths/no-relative-import-paths
+import tailwindConfig from '../tailwind.config.js';
+
+interface PlaidDisconnectedProps {
+  baseUrl?: string;
+  firstName?: string;
+  lastName?: string;
+  linkName?: string;
+  linkURL?: string;
+  supportEmail?: string;
+}
+
+export const PlaidDisconnected = ({
+  baseUrl = '{{ .BaseURL }}',
+  firstName = '{{ .FirstName }}',
+  lastName = '{{ .LastName }}',
+  linkName = '{{ .LinkName }}',
+  linkURL = '{{ .LinkURL }}',
+  supportEmail = '{{ .SupportEmail }}',
+}: PlaidDisconnectedProps) => {
+  const previewText = 'One of your linked accounts has been disconnected';
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{ previewText }</Preview>
+      <Tailwind config={ tailwindConfig as any }>
+        <Body className='bg-white my-auto mx-auto font-sans'>
+          <Container className='border border-solid border-[#eaeaea] rounded my-10 mx-auto p-5 max-w-xl'>
+            <Section className='mt-8'>
+              <Img
+                src={ `${baseUrl}/logo192.png` }
+                width='64'
+                height='64'
+                alt='monetr'
+                className='my-0 mx-auto'
+              />
+            </Section>
+            <Heading className='text-black text-2xl font-normal text-center p-0 my-8 mx-0'>
+              One of your linked accounts has been disconnected
+            </Heading>
+            <Text className='text-black text-sm leading-6'>
+              Hello {firstName},
+            </Text>
+            <Text className='text-black text-sm leading-6'>
+              Your <strong>{ linkName }</strong> account connected via Plaid needs to be reauthenticated. This account
+              will not receive automatic updates until the link has been updated.
+            </Text>
+            <Section className='text-center mt-9 mb-9'>
+              <Button
+                className='bg-purple-500 rounded-lg text-white text-sm font-semibold no-underline text-center'
+                href={ linkURL }
+              >
+                <Text className='text-sm text-white m-2'>
+                  Reconnect { linkName }
+                </Text>
+              </Button>
+            </Section>
+            <Hr className='border border-solid border-[#eaeaea] my-6 mx-0 w-full' />
+            <Text className='text-[#666666] text-xs leading-6'>
+              This message was intended for{' '}
+              <span className='text-black'>{firstName} {lastName}</span>.
+              If you did not sign up for <strong>monetr</strong>, you can ignore this email. If you are concerned about
+              this communication please reach out to{' '}
+              <Link
+                href={ `mailto:${ supportEmail }` }
+                className='text-blue-600 no-underline'
+              >
+                { supportEmail }
+              </Link>.
+            </Text>
+          </Container>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+PlaidDisconnected.PreviewProps = {
+  baseUrl: 'https://my.monetr.dev',
+  firstName: 'Elliot',
+  lastName: 'Courant',
+  linkName: 'Navy Federal Credit Union',
+  linkURL: 'https://my.monetr.dev/bank_accounts/bac_123abc',
+  supportEmail: 'support@monetr.local',
+} as PlaidDisconnectedProps;
+
+export default PlaidDisconnected;
+
+
diff --git a/server/communication/email.go b/server/communication/email.go
@@ -19,9 +19,10 @@ import (
 )
 
 const (
-	VerifyEmailTemplate     = "VerifyEmailAddress"
-	ForgotPasswordTemplate  = "ForgotPassword"
-	PasswordChangedTemplate = "PasswordChanged"
+	ForgotPasswordTemplate    = "ForgotPassword"
+	PasswordChangedTemplate   = "PasswordChanged"
+	PlaidDisconnectedTemplate = "PlaidDisconnected"
+	VerifyEmailTemplate       = "VerifyEmailAddress"
 )
 
 //go:embed email_templates/*
@@ -53,13 +54,24 @@ type (
 		LastName     string
 		SupportEmail string
 	}
+
+	PlaidDisconnectedParams struct {
+		BaseURL      string
+		Email        string
+		FirstName    string
+		LastName     string
+		LinkName     string
+		LinkURL      string
+		SupportEmail string
+	}
 )
 
 //go:generate go run go.uber.org/mock/mockgen@v0.4.0 -source=email.go -package=mockgen -destination=../internal/mockgen/email.go EmailCommunication
 type EmailCommunication interface {
 	SendVerification(ctx context.Context, params VerifyEmailParams) error
 	SendPasswordReset(ctx context.Context, params PasswordResetParams) error
 	SendPasswordChanged(ctx context.Context, params PasswordChangedParams) error
+	SendPlaidDisconnected(ctx context.Context, params PlaidDisconnectedParams) error
 }
 
 func NewEmailCommunication(log *logrus.Entry, configuration config.Configuration) EmailCommunication {
@@ -135,6 +147,21 @@ func (e *emailCommunicationBase) SendPasswordChanged(ctx context.Context, params
 	return e.sendMessage(span.Context(), m)
 }
 
+func (e *emailCommunicationBase) SendPlaidDisconnected(ctx context.Context, params PlaidDisconnectedParams) error {
+	span := crumbs.StartFnTrace(ctx)
+	defer span.Finish()
+
+	html, text := e.getTemplates(PlaidDisconnectedTemplate)
+	m := mail.NewMsg()
+	m.Subject("Account Disconnected")
+	e.toAddress(m, params.FirstName, params.LastName, params.Email)
+	e.fromAddress(m)
+	m.SetBodyTextTemplate(text, params)
+	m.AddAlternativeHTMLTemplate(html, params)
+
+	return e.sendMessage(span.Context(), m)
+}
+
 func (e *emailCommunicationBase) getTemplates(name string) (html *htmlTemplate.Template, text *textTemplate.Template) {
 	{ // HTML template
 		data, err := templates.ReadFile(fmt.Sprintf("email_templates/%s.html", name))

diff --git a/server/communication/smtp.go b/server/communication/smtp.go
diff --git a/server/controller/plaid_webhook.go b/server/controller/plaid_webhook.go
@@ -6,7 +6,6 @@ import (
 	"strings"
 	"time"
 
-	"github.com/getsentry/sentry-go"
 	"github.com/golang-jwt/jwt/v4"
 	"github.com/labstack/echo/v4"
 	"github.com/monetr/monetr/server/background"
@@ -156,14 +155,10 @@ func (c *Controller) processWebhook(ctx echo.Context, hook PlaidWebhook) error {
 		crumbs.Debug(c.getContext(ctx), "Handling webhook from Plaid.", fields)
 	}
 
-	if hub := sentry.GetHubFromContext(c.getContext(ctx)); hub != nil {
-		hub.ConfigureScope(func(scope *sentry.Scope) {
-			scope.SetTag("webhook", "plaid")
-			scope.SetTag("plaid.item_id", hook.ItemId)
-			scope.SetTag("plaid.webhook.type", hook.WebhookType)
-			scope.SetTag("plaid.webhook.code", hook.WebhookCode)
-		})
-	}
+	crumbs.AddTag(c.getContext(ctx), "webhook", "plaid")
+	crumbs.AddTag(c.getContext(ctx), "plaid.item_id", hook.ItemId)
+	crumbs.AddTag(c.getContext(ctx), "plaid.webhook.type", hook.WebhookType)
+	crumbs.AddTag(c.getContext(ctx), "plaid.webhook.code", hook.WebhookCode)
 
 	repo := c.mustGetUnauthenticatedRepository(ctx)
 
@@ -184,6 +179,8 @@ func (c *Controller) processWebhook(ctx echo.Context, hook PlaidWebhook) error {
 	// Set the user for this webhook for sentry.
 	crumbs.IncludeUserInScope(c.getContext(ctx), link.AccountId)
 	crumbs.AddTag(c.getContext(ctx), "linkId", link.LinkId.String())
+	crumbs.AddTag(c.getContext(ctx), "plaid.institution_id", link.PlaidLink.InstitutionId)
+	crumbs.AddTag(c.getContext(ctx), "plaid.institution_name", link.PlaidLink.InstitutionName)
 
 	if link.PlaidLink != nil {
 		// If we have the plaid link in scope then add the institution ID onto the sentry scope.

diff --git a/server/internal/mockgen/email.go b/server/internal/mockgen/email.go