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feat: implement reminder preferences and withdrawal (Stories 6.3, 6.2)

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Implement Phase 3 participant self-management features:

Story 6.3 - Reminder Preferences:
- Add ReminderPreferenceForm to participant forms
- Add update_preferences route for preference updates
- Update dashboard template with reminder preference toggle
- Participants can enable/disable reminder emails at any time

Story 6.2 - Withdrawal from Exchange:
- Add can_withdraw utility function for state validation
- Create WithdrawalService to handle withdrawal process
- Add WithdrawForm with explicit confirmation requirement
- Add withdraw route with GET (confirmation) and POST (process)
- Add withdrawal confirmation email template
- Update dashboard to show withdraw link when allowed
- Withdrawal only allowed before registration closes
- Session cleared after withdrawal, user redirected to registration

All acceptance criteria met for both stories.
Test coverage: 90.02% (156 tests passing)
Linting and type checking: passed

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Phil Skentelbery
2025-12-22 21:18:18 -07:00
parent 4fbb681e03
commit c2b3641d74
12 changed files with 725 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files

2
src/app.py
View File

@@ -145,6 +145,8 @@ def register_setup_check(app: Flask) -> None:
"participant.dashboard",
"participant.logout",
"participant.profile_edit",
"participant.update_preferences",
"participant.withdraw",
]:
return

25
src/forms/participant.py
View File

@@ -1,7 +1,7 @@
"""Forms for participant registration and management."""
from flask_wtf import FlaskForm
from wtforms import BooleanField, EmailField, StringField, TextAreaField
from wtforms import BooleanField, EmailField, StringField, SubmitField, TextAreaField
from wtforms.validators import DataRequired, Email, Length
@@ -70,3 +70,26 @@ class ProfileUpdateForm(FlaskForm):
description="Optional wishlist or gift preferences for your Secret Santa",
render_kw={"rows": 6, "maxlength": 10000},
)
class ReminderPreferenceForm(FlaskForm):
"""Form for updating reminder email preferences."""
reminder_enabled = BooleanField(
"Send me reminder emails before the exchange date",
description="You can change this at any time",
)
class WithdrawForm(FlaskForm):
"""Form for confirming withdrawal from exchange.
Requires explicit confirmation to prevent accidental withdrawals.
"""
confirm = BooleanField(
"I understand this cannot be undone and I will need to re-register to rejoin",
validators=[DataRequired(message="You must confirm to withdraw")],
)
submit = SubmitField("Withdraw from Exchange")

124
src/routes/participant.py
View File

@@ -21,6 +21,8 @@ from src.forms.participant import (
MagicLinkRequestForm,
ParticipantRegistrationForm,
ProfileUpdateForm,
ReminderPreferenceForm,
WithdrawForm,
)
from src.models.exchange import Exchange
from src.models.magic_token import MagicToken
@@ -346,10 +348,20 @@ def dashboard(id: int): # noqa: A002
abort(404)
# Get list of active participants
from src.utils.participant import can_update_profile, get_active_participants
from src.utils.participant import (
can_update_profile,
can_withdraw,
get_active_participants,
)
participants = get_active_participants(exchange.id)
can_edit = can_update_profile(participant)
can_leave = can_withdraw(participant)
# Create reminder preference form
reminder_form = ReminderPreferenceForm(
reminder_enabled=participant.reminder_enabled
)
return render_template(
"participant/dashboard.html",
@@ -358,6 +370,8 @@ def dashboard(id: int): # noqa: A002
participants=participants,
participant_count=len(participants),
can_edit_profile=can_edit,
can_withdraw=can_leave,
reminder_form=reminder_form,
)
@@ -420,6 +434,114 @@ def profile_edit():
)
@participant_bp.route("/participant/preferences", methods=["POST"])
@participant_required
def update_preferences():
"""Update participant reminder email preferences.
Returns:
Redirect to dashboard
"""
from flask import current_app
participant = db.session.query(Participant).filter_by(id=session["user_id"]).first()
if not participant:
abort(404)
form = ReminderPreferenceForm()
if form.validate_on_submit():
try:
participant.reminder_enabled = form.reminder_enabled.data
db.session.commit()
if form.reminder_enabled.data:
flash("Reminder emails enabled.", "success")
else:
flash("Reminder emails disabled.", "success")
except Exception as e:
db.session.rollback()
current_app.logger.error(f"Failed to update preferences: {e}")
flash("Failed to update preferences. Please try again.", "error")
else:
flash("Invalid request.", "error")
return redirect(url_for("participant.dashboard", id=participant.exchange_id))
@participant_bp.route("/participant/withdraw", methods=["GET", "POST"])
@participant_required
def withdraw():
"""Withdraw from exchange (soft delete).
GET: Show confirmation page with warnings
POST: Process withdrawal, log out, redirect to public page
Returns:
GET: Withdrawal confirmation page
POST: Redirect to exchange registration page
"""
from flask import current_app
participant = db.session.query(Participant).filter_by(id=session["user_id"]).first()
if not participant:
abort(404)
exchange = participant.exchange
# Check if withdrawal is allowed
from src.utils.participant import can_withdraw, is_withdrawn
if is_withdrawn(participant):
flash("You have already withdrawn from this exchange.", "info")
return redirect(url_for("participant.register", slug=exchange.slug))
if not can_withdraw(participant):
if exchange.state == "registration_closed":
message = "Registration has closed. Please contact the admin to withdraw."
else:
message = "Withdrawal is no longer available. Please contact the admin."
flash(message, "error")
return redirect(url_for("participant.dashboard", id=exchange.id))
# Create withdrawal confirmation form
form = WithdrawForm()
if form.validate_on_submit():
try:
# Perform withdrawal
from src.services.withdrawal import WithdrawalError, withdraw_participant
withdraw_participant(participant)
# Log out participant
session.clear()
flash(
"You have been withdrawn from the exchange. "
"A confirmation email has been sent.",
"success",
)
return redirect(url_for("participant.register", slug=exchange.slug))
except WithdrawalError as e:
flash(str(e), "error")
return redirect(url_for("participant.dashboard", id=exchange.id))
except Exception as e:
current_app.logger.error(f"Unexpected error during withdrawal: {e}")
flash("An unexpected error occurred. Please try again.", "error")
# GET request: show confirmation page
return render_template(
"participant/withdraw.html",
form=form,
participant=participant,
exchange=exchange,
)
@participant_bp.route("/participant/logout", methods=["POST"])
def logout():
"""Participant logout.

50
src/services/email.py
View File

@@ -174,3 +174,53 @@ class EmailService:
"""
return self.send_email(to=to, subject=subject, html_body=html_body)
def send_withdrawal_confirmation(self, participant: Any) -> Any:
"""Send withdrawal confirmation email to participant.
Args:
participant: The participant who withdrew
Returns:
Response from email service
"""
exchange = participant.exchange
subject = f"Withdrawal Confirmed - {exchange.name}"
html_body = f"""
<html>
<body>
<h2>Withdrawal Confirmed</h2>
<p>Hello {participant.name},</p>
<p>
This email confirms that you have withdrawn from the
Secret Santa exchange <strong>{exchange.name}</strong>.
</p>
<div style="background-color: #f8f9fa;
border-left: 4px solid #e74c3c;
padding: 15px; margin: 20px 0;">
<p style="margin: 0;"><strong>What happens now:</strong></p>
<ul style="margin: 10px 0;">
<li>You have been removed from the participant list</li>
<li>Your profile information has been archived</li>
<li>
You will not receive further emails about this exchange
</li>
</ul>
</div>
<p>
If you withdrew by mistake, you can re-register using a
different email address while registration is still open.
</p>
<hr style="border: none; border-top: 1px solid #ddd;
margin: 30px 0;">
<p style="font-size: 12px; color: #666;">
This is an automated message from Sneaky Klaus.
</p>
</body>
</html>
"""
return self.send_email(
to=participant.email, subject=subject, html_body=html_body
)

73
src/services/withdrawal.py Normal file
View File

@@ -0,0 +1,73 @@
"""Participant withdrawal service."""
from datetime import UTC, datetime
from flask import current_app
from src.app import db
from src.models.participant import Participant
from src.services.email import EmailService
from src.utils.participant import can_withdraw
class WithdrawalError(Exception):
"""Raised when withdrawal operation fails."""
pass
def withdraw_participant(participant: Participant) -> None:
"""Withdraw a participant from their exchange.
This performs a soft delete by setting withdrawn_at timestamp.
Participant record is retained for audit trail.
Args:
participant: The participant to withdraw
Raises:
WithdrawalError: If withdrawal is not allowed
Side effects:
- Sets participant.withdrawn_at to current UTC time
- Commits database transaction
- Sends withdrawal confirmation email
"""
# Validate withdrawal is allowed
if not can_withdraw(participant):
if participant.withdrawn_at is not None:
raise WithdrawalError("You have already withdrawn from this exchange.")
exchange = participant.exchange
if exchange.state == "registration_closed":
raise WithdrawalError(
"Registration has closed. Please contact the admin to withdraw."
)
elif exchange.state in ["matched", "completed"]:
raise WithdrawalError(
"Matching has already occurred. Please contact the admin."
)
else:
raise WithdrawalError("Withdrawal is not allowed at this time.")
# Perform withdrawal
participant.withdrawn_at = datetime.now(UTC)
try:
db.session.commit()
current_app.logger.info(
f"Participant {participant.id} withdrawn from "
f"exchange {participant.exchange_id}"
)
except Exception as e:
db.session.rollback()
current_app.logger.error(f"Failed to withdraw participant: {e}")
raise WithdrawalError("Failed to process withdrawal. Please try again.") from e
# Send confirmation email
try:
email_service = EmailService()
email_service.send_withdrawal_confirmation(participant)
except Exception as e:
current_app.logger.error(f"Failed to send withdrawal email: {e}")
# Don't raise - withdrawal already committed

28
src/templates/participant/dashboard.html
View File

@@ -61,6 +61,34 @@
{% endif %}
</section>
<section>
<h2>Email Reminders</h2>
<form method="POST" action="{{ url_for('participant.update_preferences') }}">
{{ reminder_form.hidden_tag() }}
<div>
{{ reminder_form.reminder_enabled() }}
{{ reminder_form.reminder_enabled.label }}
</div>
{% if reminder_form.reminder_enabled.description %}
<small>{{ reminder_form.reminder_enabled.description }}</small>
{% endif %}
<button type="submit">Update Preferences</button>
</form>
</section>
{% if can_withdraw %}
<section>
<h2>Withdraw from Exchange</h2>
<p>
If you can no longer participate, you can withdraw from this exchange.
This cannot be undone.
</p>
<a href="{{ url_for('participant.withdraw') }}" role="button" class="secondary">
Withdraw from Exchange
</a>
</section>
{% endif %}
<section>
<form method="POST" action="{{ url_for('participant.logout') }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">

47
src/templates/participant/withdraw.html Normal file
View File

@@ -0,0 +1,47 @@
{% extends "layouts/base.html" %}
{% block title %}Withdraw from {{ exchange.name }}{% endblock %}
{% block content %}
<article>
<header>
<h1>Withdraw from Exchange</h1>
</header>
<div role="alert" style="background-color: #fff3cd; border-left: 4px solid #ffc107; padding: 1rem; margin: 1rem 0;">
<h2 style="margin-top: 0;">⚠️ Are you sure?</h2>
<p>Withdrawing from this exchange means:</p>
<ul>
<li>Your registration will be cancelled</li>
<li>You will be removed from the participant list</li>
<li>You cannot undo this action</li>
<li>You will need to re-register with a different email to rejoin</li>
</ul>
</div>
<form method="POST" action="{{ url_for('participant.withdraw') }}">
{{ form.hidden_tag() }}
<div>
<label>
{{ form.confirm() }}
{{ form.confirm.label.text }}
</label>
{% if form.confirm.errors %}
<ul style="color: #dc3545; list-style: none; padding: 0;">
{% for error in form.confirm.errors %}
<li>{{ error }}</li>
{% endfor %}
</ul>
{% endif %}
</div>
<div>
{{ form.submit(class="contrast") }}
<a href="{{ url_for('participant.dashboard', id=exchange.id) }}" role="button" class="secondary">
Cancel
</a>
</div>
</form>
</article>
{% endblock %}

21
src/utils/participant.py
View File

@@ -53,3 +53,24 @@ def can_update_profile(participant: "Participant") -> bool:
exchange = participant.exchange
allowed_states = ["draft", "registration_open", "registration_closed"]
return exchange.state in allowed_states
def can_withdraw(participant: "Participant") -> bool:
"""Check if participant can withdraw from the exchange.
Withdrawals are only allowed before registration closes.
After that, admin intervention is required.
Args:
participant: The participant to check
Returns:
True if withdrawal is allowed, False otherwise
"""
# Already withdrawn
if participant.withdrawn_at is not None:
return False
exchange = participant.exchange
allowed_states = ["draft", "registration_open"]
return exchange.state in allowed_states

83
tests/integration/test_reminder_preferences.py Normal file
View File

@@ -0,0 +1,83 @@
"""Integration tests for reminder preferences."""
from flask import url_for
def get_csrf_token(client, url):
"""Extract CSRF token from a page.
Args:
client: Flask test client.
url: URL to fetch the CSRF token from.
Returns:
CSRF token string.
"""
response = client.get(url)
# Extract CSRF token from the form
data = response.data.decode()
start = data.find('name="csrf_token" value="') + len('name="csrf_token" value="')
end = data.find('"', start)
return data[start:end]
def test_dashboard_shows_reminder_preference_form(client, auth_participant):
"""Test that dashboard shows reminder preference form."""
response = client.get(
url_for("participant.dashboard", id=auth_participant.exchange_id)
)
assert response.status_code == 200
assert b"Email Reminders" in response.data or b"Send me reminders" in response.data
def test_update_preferences_enable(client, auth_participant, db):
"""Enable reminder emails."""
auth_participant.reminder_enabled = False
db.session.commit()
csrf_token = get_csrf_token(
client, url_for("participant.dashboard", id=auth_participant.exchange_id)
)
response = client.post(
url_for("participant.update_preferences"),
data={"reminder_enabled": True, "csrf_token": csrf_token},
follow_redirects=True,
)
assert response.status_code == 200
assert b"Reminder emails enabled" in response.data
db.session.refresh(auth_participant)
assert auth_participant.reminder_enabled is True
def test_update_preferences_disable(client, auth_participant, db):
"""Disable reminder emails."""
auth_participant.reminder_enabled = True
db.session.commit()
csrf_token = get_csrf_token(
client, url_for("participant.dashboard", id=auth_participant.exchange_id)
)
response = client.post(
url_for("participant.update_preferences"),
data={"csrf_token": csrf_token},
follow_redirects=True,
)
assert response.status_code == 200
assert b"Reminder emails disabled" in response.data
db.session.refresh(auth_participant)
assert auth_participant.reminder_enabled is False
def test_update_preferences_requires_login(client):
"""Test that update_preferences requires login."""
response = client.post(url_for("participant.update_preferences"))
# Should redirect to login or show error
assert response.status_code in [302, 401, 403]

172
tests/integration/test_withdrawal.py Normal file
View File

@@ -0,0 +1,172 @@
"""Integration tests for withdrawal functionality."""
from datetime import datetime
from flask import url_for
from src.models.participant import Participant
def get_csrf_token(client, url):
"""Extract CSRF token from a page.
Args:
client: Flask test client.
url: URL to fetch the CSRF token from.
Returns:
CSRF token string.
"""
response = client.get(url)
# Extract CSRF token from the form
data = response.data.decode()
start = data.find('name="csrf_token" value="') + len('name="csrf_token" value="')
end = data.find('"', start)
return data[start:end]
def test_withdrawal_get_shows_confirmation_page(client, auth_participant): # noqa: ARG001
"""Test GET shows withdrawal confirmation page."""
response = client.get(url_for("participant.withdraw"))
assert response.status_code == 200
assert b"Withdraw from Exchange" in response.data
assert b"Are you sure" in response.data or b"cannot be undone" in response.data
def test_withdrawal_post_success(client, auth_participant, db):
"""Test successful withdrawal flow."""
participant_id = auth_participant.id
csrf_token = get_csrf_token(client, url_for("participant.withdraw"))
response = client.post(
url_for("participant.withdraw"),
data={"confirm": True, "csrf_token": csrf_token},
follow_redirects=True,
)
assert response.status_code == 200
assert b"withdrawn from the exchange" in response.data
# Verify database
participant = db.session.query(Participant).filter_by(id=participant_id).first()
assert participant.withdrawn_at is not None
# Verify session cleared
with client.session_transaction() as session:
assert "user_id" not in session
def test_withdrawal_requires_confirmation(client, auth_participant): # noqa: ARG001
"""Test withdrawal requires checkbox confirmation."""
csrf_token = get_csrf_token(client, url_for("participant.withdraw"))
response = client.post(
url_for("participant.withdraw"),
data={"csrf_token": csrf_token},
follow_redirects=False,
)
# Should re-render form with validation error
assert response.status_code == 200
assert b"confirm" in response.data.lower()
def test_withdrawal_blocked_after_registration_closes(
client, exchange_factory, participant_factory
):
"""Test withdrawal blocked after registration closes."""
exchange = exchange_factory(state="registration_closed")
participant = participant_factory(exchange=exchange)
with client.session_transaction() as session:
session["user_id"] = participant.id
session["user_type"] = "participant"
session["exchange_id"] = exchange.id
response = client.get(url_for("participant.withdraw"), follow_redirects=True)
assert (
b"Registration has closed" in response.data
or b"Contact the admin" in response.data
)
def test_withdrawal_blocked_after_matching(
client, exchange_factory, participant_factory
):
"""Test withdrawal blocked after matching occurs."""
exchange = exchange_factory(state="matched")
participant = participant_factory(exchange=exchange)
with client.session_transaction() as session:
session["user_id"] = participant.id
session["user_type"] = "participant"
session["exchange_id"] = exchange.id
response = client.get(url_for("participant.withdraw"), follow_redirects=True)
assert (
b"Withdrawal is no longer available" in response.data
or b"Contact the admin" in response.data
)
def test_withdrawal_requires_login(client):
"""Test that withdrawal requires login."""
response = client.get(url_for("participant.withdraw"))
# Should redirect or show error
assert response.status_code in [302, 401, 403]
def test_dashboard_shows_withdraw_link_when_allowed(client, auth_participant):
"""Dashboard shows withdraw link when withdrawal is allowed."""
response = client.get(
url_for("participant.dashboard", id=auth_participant.exchange_id)
)
assert response.status_code == 200
assert b"Withdraw" in response.data
def test_dashboard_hides_withdraw_link_after_close(
client, exchange_factory, participant_factory
):
"""Dashboard hides withdraw link after registration closes."""
exchange = exchange_factory(state="registration_closed")
participant = participant_factory(exchange=exchange)
with client.session_transaction() as session:
session["user_id"] = participant.id
session["user_type"] = "participant"
session["exchange_id"] = exchange.id
response = client.get(url_for("participant.dashboard", id=exchange.id))
assert response.status_code == 200
# Withdraw link should not be present
assert b"Withdraw from Exchange" not in response.data
def test_already_withdrawn_redirects_to_register(
client,
exchange_factory,
participant_factory,
db, # noqa: ARG001
):
"""Test that already withdrawn participants are redirected to register page."""
exchange = exchange_factory(state="registration_open")
participant = participant_factory(exchange=exchange, withdrawn_at=datetime.utcnow())
with client.session_transaction() as session:
session["user_id"] = participant.id
session["user_type"] = "participant"
session["exchange_id"] = exchange.id
response = client.get(url_for("participant.withdraw"), follow_redirects=True)
assert b"already withdrawn" in response.data
# Should be on registration page
assert exchange.name.encode() in response.data

35
tests/unit/test_participant_utils.py
View File

@@ -4,6 +4,7 @@ from datetime import UTC, datetime
from src.utils.participant import (
can_update_profile,
can_withdraw,
get_active_participants,
is_withdrawn,
)
@@ -121,3 +122,37 @@ def test_can_update_profile_completed_state(participant_factory, exchange_factor
exchange = exchange_factory(state="completed")
participant = participant_factory(exchange=exchange)
assert can_update_profile(participant) is False
def test_can_withdraw_draft_state(participant_factory, exchange_factory):
"""Withdrawal allowed in draft state."""
exchange = exchange_factory(state="draft")
participant = participant_factory(exchange=exchange)
assert can_withdraw(participant) is True
def test_can_withdraw_registration_open(participant_factory, exchange_factory):
"""Withdrawal allowed when registration open."""
exchange = exchange_factory(state="registration_open")
participant = participant_factory(exchange=exchange)
assert can_withdraw(participant) is True
def test_can_withdraw_registration_closed(participant_factory, exchange_factory):
"""Withdrawal blocked when registration closed."""
exchange = exchange_factory(state="registration_closed")
participant = participant_factory(exchange=exchange)
assert can_withdraw(participant) is False
def test_can_withdraw_matched_state(participant_factory, exchange_factory):
"""Withdrawal blocked after matching."""
exchange = exchange_factory(state="matched")
participant = participant_factory(exchange=exchange)
assert can_withdraw(participant) is False
def test_can_withdraw_already_withdrawn(participant_factory):
"""Withdrawal blocked if already withdrawn."""
participant = participant_factory(withdrawn_at=datetime.now(UTC))
assert can_withdraw(participant) is False

67
tests/unit/test_withdrawal_service.py Normal file
View File

@@ -0,0 +1,67 @@
"""Unit tests for withdrawal service."""
from datetime import datetime
from unittest.mock import patch
import pytest
from src.services.withdrawal import WithdrawalError, withdraw_participant
def test_withdraw_participant_success(participant_factory, db, app): # noqa: ARG001
"""Test successful withdrawal."""
with app.app_context():
participant = participant_factory()
with patch("src.services.withdrawal.EmailService") as mock_email_service:
withdraw_participant(participant)
assert participant.withdrawn_at is not None
mock_email_service.return_value.send_withdrawal_confirmation.assert_called_once()
def test_withdraw_participant_already_withdrawn(participant_factory, app):
"""Test error when already withdrawn."""
with app.app_context():
participant = participant_factory(withdrawn_at=datetime.utcnow())
with pytest.raises(WithdrawalError, match="already withdrawn"):
withdraw_participant(participant)
def test_withdraw_participant_registration_closed(
exchange_factory, participant_factory, app
):
"""Test error when registration is closed."""
with app.app_context():
exchange = exchange_factory(state="registration_closed")
participant = participant_factory(exchange=exchange)
with pytest.raises(WithdrawalError, match="Registration has closed"):
withdraw_participant(participant)
def test_withdraw_participant_after_matching(
exchange_factory, participant_factory, app
):
"""Test error when matching has occurred."""
with app.app_context():
exchange = exchange_factory(state="matched")
participant = participant_factory(exchange=exchange)
with pytest.raises(WithdrawalError, match="Matching has already occurred"):
withdraw_participant(participant)
def test_withdraw_participant_sets_timestamp(participant_factory, db, app): # noqa: ARG001
"""Test that withdrawal sets timestamp correctly."""
with app.app_context():
participant = participant_factory()
with patch("src.services.withdrawal.EmailService"):
before = datetime.utcnow()
withdraw_participant(participant)
after = datetime.utcnow()
assert participant.withdrawn_at is not None
assert before <= participant.withdrawn_at <= after