LG-7187: Send Customer Experience Follow-up Email for In-Person Proofing

app/controllers/sign_up/completions_controller.rb

@@ -18,6 +18,7 @@ def show
     def update
       track_completion_event('agency-page')
       update_verified_attributes
+      send_in_person_completion_survey
       if decider.go_back_to_mobile_app?
         sign_user_out_and_instruct_to_go_back_to_mobile_app
       else
@@ -89,5 +90,14 @@ def pii
       pii_string = Pii::Cacher.new(current_user, user_session).fetch_string
       JSON.parse(pii_string || '{}', symbolize_names: true)
     end
+
+    def send_in_person_completion_survey
+      return unless sp_session_ial == 2
+
+      Idv::InPerson::CompletionSurveySender.send_completion_survey(
+        current_user,
+        current_sp.issuer,
+      )
+    end
   end
 end

app/mailers/user_mailer.rb

@@ -228,6 +228,18 @@ def account_verified(user, email_address, date_time:, sp_name:, disavowal_token:
     end
   end
 
+  def in_person_completion_survey(user, email_address)
+    with_user_locale(user) do
+      @header = t('user_mailer.in_person_completion_survey.header')
+      @privacy_url = MarketingSite.security_and_privacy_practices_url
+      @survey_url = IdentityConfig.store.in_person_completion_survey_url
+      mail(
+        to: email_address.email,
+        subject: t('user_mailer.in_person_completion_survey.subject', app_name: APP_NAME),
+      )
+    end
+  end
+
   def in_person_ready_to_verify(user, email_address, first_name:, enrollment:)
     attachments.inline['barcode.png'] = BarcodeOutputter.new(
       code: enrollment.enrollment_code,

app/models/user.rb

@@ -105,6 +105,32 @@ def default_phone_configuration
     phone_configurations.order('made_default_at DESC NULLS LAST, created_at').first
   end
 
+  ##
+  # @param [String] issuer
+  # @return [Boolean] Whether the user should receive a survey for completing in-person proofing
+  def should_receive_in_person_completion_survey?(issuer)
+    Idv::InPersonConfig.enabled_for_issuer?(issuer) &&
+      in_person_enrollments.
+        where(issuer: issuer, status: :passed).order(created_at: :desc).
+        pick(:follow_up_survey_sent) == false
+  end
+
+  ##
+  # Record that the in-person proofing survey was sent
+  # @param [String] issuer
+  def mark_in_person_completion_survey_sent(issuer)
+    enrollment_id, follow_up_survey_sent = in_person_enrollments.
+      where(issuer: issuer, status: :passed).
+      order(created_at: :desc).
+      pick(:id, :follow_up_survey_sent)
+
+    if follow_up_survey_sent == false
+      # Enrollment record is present and survey was not previously sent
+      InPersonEnrollment.update(enrollment_id, follow_up_survey_sent: true)
+    end
+    nil
+  end
+
   MINIMUM_LIKELY_ENCRYPTED_DATA_LENGTH = 1000
 
   def broken_personal_key?

app/services/idv/in_person/completion_survey_sender.rb

@@ -0,0 +1,21 @@
+module Idv
+  module InPerson
+    class CompletionSurveySender
+      ##
+      # @param [User] user
+      # @param [String] issuer
+      def self.send_completion_survey(user, issuer)
+        return unless user.should_receive_in_person_completion_survey?(issuer)
+
+        user.confirmed_email_addresses.each do |email_address|
+          UserMailer.in_person_completion_survey(
+            user,
+            email_address,
+          ).deliver_now_or_later
+        end
+
+        user.mark_in_person_completion_survey_sent(issuer)
+      end
+    end
+  end
+end

app/views/user_mailer/in_person_completion_survey.html.erb

@@ -0,0 +1,37 @@
+<p class="margin-bottom-3"><%= t('user_mailer.in_person_completion_survey.body.greeting') %></p>
+<p class="margin-bottom-3"><%= t('user_mailer.in_person_completion_survey.body.thanks', app_name: APP_NAME) %></p>
+<p class="margin-bottom-3"><%= t('user_mailer.in_person_completion_survey.body.intent') %></p>
+<p class="margin-bottom-3"><%= t('user_mailer.in_person_completion_survey.body.request_description') %></p>
+<p class="margin-bottom-3"><%= t(
+                                 'user_mailer.in_person_completion_survey.body.privacy_html',
+                                 url: @privacy_url,
+                               ) %></p>
+<p class="margin-bottom-4"><%= t('user_mailer.in_person_completion_survey.body.cta.callout') %></p>
+
+<table class="button expanded large radius">
+  <tbody>
+    <tr>
+      <td>
+        <table>
+          <tbody>
+            <tr>
+              <td>
+                <center>
+                  <%= link_to t('user_mailer.in_person_completion_survey.body.cta.label'),
+                              @survey_url,
+                              target: '_blank',
+                              class: 'float-center',
+                              align: 'center',
+                              rel: 'noopener',
+                              style: 'padding: 1rem 0' %>
+                </center>
+              </td>
+            </tr>
+          </tbody>
+        </table>
+      </td>
+      <td class="expander">
+      </td>
+    </tr>
+  </tbody>
+</table>

config/application.yml.default

@@ -115,6 +115,7 @@ idv_sp_required: false
 in_person_proofing_enabled: false
 in_person_enrollment_validity_in_days: 30
 in_person_results_delay_in_hours: 1
+in_person_completion_survey_url: 'https://login.gov'
 include_slo_in_saml_metadata: false
 inherited_proofing_enabled: false
 inherited_proofing_va_base_url: 'https://staging-api.va.gov'

config/locales/user_mailer/en.yml

@@ -100,6 +100,21 @@ en:
         %{app_name} %{help_link} or %{contact_link}.
       subject: Email address deleted
     help_link_text: Help Center
+    in_person_completion_survey:
+      body:
+        cta:
+          callout: Click the button below to get started.
+          label: Take our survey
+        greeting: Hello,
+        intent: We want to hear about your experience verifying your identity in person
+          at the Post Office.
+        privacy_html: Your answers to this survey will be protected according to the
+          following <a href="%{url}">privacy and security standards</a>.
+        request_description: Fill out a short, anonymous survey and we’ll use your input
+          to help us get better at serving your needs.
+        thanks: Thanks for using %{app_name}.
+      header: Take a minute to tell us how we did
+      subject: Tell us about your recent experience with %{app_name}
     in_person_failed:
       body:
         with_cta: Click the button or copy the link below to try verifying your identity

config/locales/user_mailer/es.yml

@@ -106,6 +106,21 @@ es:
         %{app_name} %{help_link} o el %{contact_link}.
       subject: Dirección de correo electrónico eliminada
     help_link_text: Centro de Ayuda
+    in_person_completion_survey:
+      body:
+        cta:
+          callout: Haga clic en el botón de abajo para empezar.
+          label: Tome nuestra encuesta
+        greeting: Hola,
+        intent: Queremos conocer su experiencia al verificar su identidad en persona en
+          la oficina de correos.
+        privacy_html: Sus respuestas a esta encuesta estarán protegidas conforme a <a
+          href="%{url}">los siguientes estándares de privacidad y seguridad</a>.
+        request_description: Responde una breve encuesta anónima y su opinión nos
+          ayudará a atender mejor tus necesidades.
+        thanks: Gracias por utilizar %{app_name}.
+      header: Tómese un minuto para decirnos cómo lo hicimos
+      subject: Cuéntenos su experiencia reciente con %{app_name}
     in_person_failed:
       body:
         with_cta: Haga clic en el botón o copie el enlace siguiente para volver a

config/locales/user_mailer/fr.yml

@@ -109,6 +109,21 @@ fr:
         veuillez visiter le %{help_link} de %{app_name} ou %{contact_link}.
       subject: Adresse email supprimée
     help_link_text: Centre d’aide
+    in_person_completion_survey:
+      body:
+        cta:
+          callout: Cliquez sur le bouton ci-dessous pour commencer.
+          label: Répondez à notre enquête
+        greeting: Bonjour,
+        intent: Nous voulons connaître votre expérience en matière de vérification de
+          votre identité en personne au bureau de poste.
+        privacy_html: Vos réponses à cette enquête seront protégées conformément aux <a
+          href="%{url}">normes de confidentialité et de sécurité</a> suivantes.
+        request_description: Remplissez une courte enquête anonyme et nous utiliserons
+          vos commentaires pour nous aider à mieux répondre à vos besoins.
+        thanks: Merci d’utiliser %{app_name}.
+      header: Prenez une minute pour nous faire part de vos impressions
+      subject: Parlez-nous de votre expérience récente avec %{app_name}
     in_person_failed:
       body:
         with_cta: Cliquez sur le bouton ou copiez le lien ci-dessous pour essayer de

db/primary_migrate/20220921233413_add_follow_up_survey_sent_to_in_person_enrollment.rb

@@ -0,0 +1,5 @@
+class AddFollowUpSurveySentToInPersonEnrollment < ActiveRecord::Migration[7.0]
+  def change
+    add_column :in_person_enrollments, :follow_up_survey_sent, :boolean, default: false
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.0].define(version: 2022_09_09_021833) do
+ActiveRecord::Schema[7.0].define(version: 2022_09_21_233413) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pgcrypto"
@@ -294,6 +294,7 @@
     t.string "unique_id", comment: "Unique ID to use with the USPS service"
     t.datetime "enrollment_established_at", comment: "When the enrollment was successfully established"
     t.string "issuer", comment: "Issuer associated with the enrollment at time of creation"
+    t.boolean "follow_up_survey_sent", default: false
     t.index ["profile_id"], name: "index_in_person_enrollments_on_profile_id"
     t.index ["unique_id"], name: "index_in_person_enrollments_on_unique_id", unique: true
     t.index ["user_id", "status"], name: "index_in_person_enrollments_on_user_id_and_status", unique: true, where: "(status = 1)"

lib/identity_config.rb

@@ -194,6 +194,7 @@ def self.build_store(config_map)
     config.add(:in_person_proofing_enabled, type: :boolean)
     config.add(:in_person_enrollment_validity_in_days, type: :integer)
     config.add(:in_person_results_delay_in_hours, type: :integer)
+    config.add(:in_person_completion_survey_url, type: :string)
     config.add(:include_slo_in_saml_metadata, type: :boolean)
     config.add(:inherited_proofing_enabled, type: :boolean)
     config.add(:inherited_proofing_va_base_url, type: :string)

spec/controllers/sign_up/completions_controller_spec.rb

@@ -232,6 +232,32 @@
           last_consented_at: now,
           clear_deleted_at: true,
         )
+        allow(Idv::InPerson::CompletionSurveySender).to receive(:send_completion_survey).
+          with(user, sp.issuer)
+        freeze_time do
+          travel_to(now)
+          patch :update
+        end
+      end
+
+      it 'sends the in-person proofing completion survey' do
+        user = create(:user, profiles: [create(:profile, :verified, :active)])
+        stub_sign_in(user)
+        sp = create(:service_provider, issuer: 'https://awesome')
+        subject.session[:sp] = {
+          issuer: sp.issuer,
+          ial: 2,
+          request_url: 'http://example.com',
+          requested_attributes: %w[email first_name verified_at],
+        }
+        allow(@linker).to receive(:link_identity).with(
+          ial: 2,
+          verified_attributes: %w[email first_name verified_at],
+          last_consented_at: now,
+          clear_deleted_at: true,
+        )
+        expect(Idv::InPerson::CompletionSurveySender).to receive(:send_completion_survey).
+          with(user, sp.issuer)
         freeze_time do
           travel_to(now)
           patch :update

spec/features/idv/in_person_spec.rb

@@ -3,6 +3,7 @@
 
 RSpec.describe 'In Person Proofing', js: true do
   include IdvStepHelper
+  include SpAuthHelper
   include InPersonHelper
 
   before do
@@ -176,6 +177,29 @@
     end
   end
 
+  context 'after in-person proofing is completed and passed for a partner' do
+    let(:sp) { nil }
+    before do
+      create_in_person_ial2_account_go_back_to_sp_and_sign_out(sp)
+    end
+
+    [
+      :oidc,
+      :saml,
+    ].each do |service_provider|
+      context "using #{service_provider}" do
+        let(:sp) { service_provider }
+        it 'sends a survey when they share information with that partner',
+           allow_browser_log: true do
+          expect(last_email.html_part.body).
+            to have_selector(
+              "a[href='#{IdentityConfig.store.in_person_completion_survey_url}']",
+            )
+        end
+      end
+    end
+  end
+
   context 'with hybrid document capture' do
     before do
       allow(FeatureManagement).to receive(:doc_capture_polling_enabled?).and_return(true)

spec/mailers/previews/user_mailer_preview.rb

@@ -134,6 +134,13 @@ def account_verified
     )
   end
 
+  def in_person_completion_survey
+    UserMailer.in_person_completion_survey(
+      user,
+      email_address_record,
+    )
+  end
+
   def in_person_ready_to_verify
     UserMailer.in_person_ready_to_verify(
       user,

spec/mailers/user_mailer_spec.rb

@@ -623,6 +623,47 @@ def expect_email_body_to_have_help_and_contact_links
     it_behaves_like 'an email that respects user email locale preference'
   end
 
+  describe '#in_person_completion_survey' do
+    let(:mail) do
+      UserMailer.in_person_completion_survey(
+        user,
+        email_address,
+      )
+    end
+
+    it_behaves_like 'a system email'
+    it_behaves_like 'an email that respects user email locale preference'
+
+    it 'sends to the current email' do
+      expect(mail.to).to eq [email_address.email]
+    end
+
+    it 'renders the subject' do
+      expect(mail.subject).to eq t(
+        'user_mailer.in_person_completion_survey.subject',
+        app_name: APP_NAME,
+      )
+    end
+
+    it 'renders the body' do
+      expect(mail.html_part.body).
+        to have_content(
+          t(
+            'user_mailer.in_person_completion_survey.body.thanks',
+            app_name: APP_NAME,
+          ),
+        )
+      expect(mail.html_part.body).
+        to have_selector(
+          "a[href='#{MarketingSite.security_and_privacy_practices_url}']",
+        )
+      expect(mail.html_part.body).
+        to have_selector(
+          "a[href='#{IdentityConfig.store.in_person_completion_survey_url}']",
+        )
+    end
+  end
+
   def strip_tags(str)
     ActionController::Base.helpers.strip_tags(str)
   end