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| 1 | +# Unified Notification Dispatcher Guide |
| 2 | + |
| 3 | +## Overview |
| 4 | + |
| 5 | +The Unified Notification Dispatcher provides a centralized system for sending notifications across multiple channels (in-app, push, email) with a single function call. It automatically routes to the appropriate email tasks and handles user preferences. |
| 6 | + |
| 7 | +## Features |
| 8 | + |
| 9 | +- **Multi-channel Support**: Send to in-app, push, and email simultaneously |
| 10 | +- **Automatic Routing**: Automatically routes emails to correct Celery tasks |
| 11 | +- **User Preferences**: Respects user notification preferences (in_app_enabled, push_enabled, email_enabled) |
| 12 | +- **Type Safety**: Uses enums for event types and channels |
| 13 | +- **Error Handling**: Comprehensive error handling and logging |
| 14 | +- **Flexible API**: Both detailed and quick-notify methods available |
| 15 | + |
| 16 | +## Quick Start |
| 17 | + |
| 18 | +### Basic Usage |
| 19 | + |
| 20 | +```python |
| 21 | +from apps.notifications.services.dispatcher import ( |
| 22 | + UnifiedNotificationDispatcher, |
| 23 | + NotificationChannel, |
| 24 | + NotificationEventType |
| 25 | +) |
| 26 | + |
| 27 | +# Send notification across all channels |
| 28 | +result = UnifiedNotificationDispatcher.quick_notify( |
| 29 | + user=user, |
| 30 | + event_type=NotificationEventType.LOAN_APPROVED, |
| 31 | + title="Loan Approved!", |
| 32 | + message="Your loan application has been approved.", |
| 33 | + object_id=str(loan.application_id), |
| 34 | + channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH, NotificationChannel.EMAIL], |
| 35 | +) |
| 36 | +``` |
| 37 | + |
| 38 | +## Available Event Types |
| 39 | + |
| 40 | +### KYC Events |
| 41 | +- `KYC_APPROVED` - KYC verification approved |
| 42 | +- `KYC_PENDING` - KYC verification pending review |
| 43 | +- `KYC_REJECTED` - KYC verification rejected/action required |
| 44 | + |
| 45 | +### Loan Events |
| 46 | +- `LOAN_APPROVED` - Loan application approved |
| 47 | +- `LOAN_DISBURSED` - Loan disbursed to wallet |
| 48 | +- `LOAN_REPAYMENT` - Loan repayment successful |
| 49 | + |
| 50 | +### Investment Events |
| 51 | +- `INVESTMENT_CREATED` - Investment created successfully |
| 52 | +- `INVESTMENT_MATURED` - Investment has matured |
| 53 | + |
| 54 | +### Card Events |
| 55 | +- `CARD_ISSUED` - Card issued to user |
| 56 | + |
| 57 | +### Wallet Events |
| 58 | +- `WALLET_CREATED` - Wallet created successfully |
| 59 | + |
| 60 | +### Bill Payment Events |
| 61 | +- `BILL_PAYMENT_SUCCESS` - Bill payment successful |
| 62 | + |
| 63 | +### Transfer Events |
| 64 | +- `TRANSFER_SUCCESS` - Transfer successful |
| 65 | + |
| 66 | +### Payment Events |
| 67 | +- `PAYMENT_SUCCESS` - Payment successful (for payer) |
| 68 | +- `PAYMENT_RECEIVED` - Payment received (for merchant) |
| 69 | + |
| 70 | +## Available Channels |
| 71 | + |
| 72 | +- `NotificationChannel.IN_APP` - In-app notification |
| 73 | +- `NotificationChannel.PUSH` - Push notification via FCM |
| 74 | +- `NotificationChannel.EMAIL` - Email notification |
| 75 | + |
| 76 | +## Methods |
| 77 | + |
| 78 | +### 1. `quick_notify()` - Simplified Method |
| 79 | + |
| 80 | +Best for most use cases. Automatically maps object_id to the correct field. |
| 81 | + |
| 82 | +```python |
| 83 | +UnifiedNotificationDispatcher.quick_notify( |
| 84 | + user=user, |
| 85 | + event_type=NotificationEventType.WALLET_CREATED, |
| 86 | + title="Wallet Created", |
| 87 | + message="Your USD wallet has been created successfully.", |
| 88 | + object_id=str(wallet.wallet_id), |
| 89 | + channels=[NotificationChannel.IN_APP, NotificationChannel.EMAIL], |
| 90 | + priority=NotificationPriority.MEDIUM, |
| 91 | + action_url="/wallets" |
| 92 | +) |
| 93 | +``` |
| 94 | + |
| 95 | +### 2. `dispatch()` - Advanced Method |
| 96 | + |
| 97 | +For complex scenarios requiring custom context data. |
| 98 | + |
| 99 | +```python |
| 100 | +UnifiedNotificationDispatcher.dispatch( |
| 101 | + user=user, |
| 102 | + event_type=NotificationEventType.PAYMENT_RECEIVED, |
| 103 | + channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH, NotificationChannel.EMAIL], |
| 104 | + title="Payment Received", |
| 105 | + message=f"You received ${amount} from {payer_name}", |
| 106 | + context_data={ |
| 107 | + "payment_id": str(payment.payment_id), |
| 108 | + "amount": str(amount), |
| 109 | + "payer_name": payer_name |
| 110 | + }, |
| 111 | + priority=NotificationPriority.HIGH, |
| 112 | + related_object_type="Payment", |
| 113 | + related_object_id=str(payment.payment_id), |
| 114 | + action_url="/transactions", |
| 115 | + action_data={ |
| 116 | + "payment_id": str(payment.payment_id), |
| 117 | + "reference": payment.reference |
| 118 | + } |
| 119 | +) |
| 120 | +``` |
| 121 | + |
| 122 | +## Usage Examples |
| 123 | + |
| 124 | +### Example 1: KYC Approval Notification |
| 125 | + |
| 126 | +```python |
| 127 | +from apps.notifications.services.dispatcher import ( |
| 128 | + UnifiedNotificationDispatcher, |
| 129 | + NotificationChannel, |
| 130 | + NotificationEventType |
| 131 | +) |
| 132 | +from apps.notifications.models import NotificationPriority |
| 133 | + |
| 134 | +# In your KYC approval service |
| 135 | +def approve_kyc(kyc_verification): |
| 136 | + # ... approval logic ... |
| 137 | + |
| 138 | + # Send notification across all channels |
| 139 | + UnifiedNotificationDispatcher.quick_notify( |
| 140 | + user=kyc_verification.user, |
| 141 | + event_type=NotificationEventType.KYC_APPROVED, |
| 142 | + title="KYC Verified!", |
| 143 | + message="Your identity verification has been approved.", |
| 144 | + object_id=str(kyc_verification.kyc_id), |
| 145 | + channels=[ |
| 146 | + NotificationChannel.IN_APP, |
| 147 | + NotificationChannel.PUSH, |
| 148 | + NotificationChannel.EMAIL |
| 149 | + ], |
| 150 | + priority=NotificationPriority.HIGH, |
| 151 | + action_url="/dashboard" |
| 152 | + ) |
| 153 | +``` |
| 154 | + |
| 155 | +### Example 2: Loan Disbursement |
| 156 | + |
| 157 | +```python |
| 158 | +# In your loan processor |
| 159 | +async def disburse_loan(loan): |
| 160 | + # ... disbursement logic ... |
| 161 | + |
| 162 | + # Notify user about disbursement |
| 163 | + result = UnifiedNotificationDispatcher.quick_notify( |
| 164 | + user=loan.user, |
| 165 | + event_type=NotificationEventType.LOAN_DISBURSED, |
| 166 | + title="Loan Disbursed", |
| 167 | + message=f"Your loan of ${loan.approved_amount:,.2f} has been credited to your wallet.", |
| 168 | + object_id=str(loan.application_id), |
| 169 | + channels=[NotificationChannel.IN_APP, NotificationChannel.EMAIL], |
| 170 | + ) |
| 171 | + |
| 172 | + logger.info(f"Loan disbursement notification sent: {result}") |
| 173 | +``` |
| 174 | + |
| 175 | +### Example 3: Investment Maturity |
| 176 | + |
| 177 | +```python |
| 178 | +# In your investment processor |
| 179 | +def process_maturity(investment): |
| 180 | + # ... maturity processing ... |
| 181 | + |
| 182 | + UnifiedNotificationDispatcher.quick_notify( |
| 183 | + user=investment.user, |
| 184 | + event_type=NotificationEventType.INVESTMENT_MATURED, |
| 185 | + title="Investment Matured!", |
| 186 | + message=f"Your investment has matured. Total payout: ${investment.total_payout:,.2f}", |
| 187 | + object_id=str(investment.investment_id), |
| 188 | + channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH, NotificationChannel.EMAIL], |
| 189 | + priority=NotificationPriority.HIGH, |
| 190 | + action_url="/investments/portfolio" |
| 191 | + ) |
| 192 | +``` |
| 193 | + |
| 194 | +### Example 4: Payment with Custom Data |
| 195 | + |
| 196 | +```python |
| 197 | +# In your payment processor |
| 198 | +async def process_payment(payment): |
| 199 | + # ... payment processing ... |
| 200 | + |
| 201 | + # Notify payer |
| 202 | + UnifiedNotificationDispatcher.dispatch( |
| 203 | + user=payment.payer_wallet.user, |
| 204 | + event_type=NotificationEventType.PAYMENT_SUCCESS, |
| 205 | + channels=[NotificationChannel.IN_APP, NotificationChannel.EMAIL], |
| 206 | + title="Payment Successful", |
| 207 | + message=f"Your payment of ${payment.amount:,.2f} was successful.", |
| 208 | + context_data={ |
| 209 | + "payment_id": str(payment.payment_id), |
| 210 | + "amount": str(payment.amount), |
| 211 | + "merchant_name": payment.merchant_user.full_name |
| 212 | + }, |
| 213 | + priority=NotificationPriority.MEDIUM, |
| 214 | + related_object_type="Payment", |
| 215 | + related_object_id=str(payment.payment_id), |
| 216 | + action_url="/transactions", |
| 217 | + action_data={ |
| 218 | + "payment_id": str(payment.payment_id), |
| 219 | + "reference": payment.reference |
| 220 | + } |
| 221 | + ) |
| 222 | + |
| 223 | + # Notify merchant |
| 224 | + UnifiedNotificationDispatcher.quick_notify( |
| 225 | + user=payment.merchant_user, |
| 226 | + event_type=NotificationEventType.PAYMENT_RECEIVED, |
| 227 | + title="Payment Received", |
| 228 | + message=f"You received ${payment.net_amount:,.2f} from {payment.payer_name}.", |
| 229 | + object_id=str(payment.payment_id), |
| 230 | + channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH], |
| 231 | + priority=NotificationPriority.HIGH, |
| 232 | + ) |
| 233 | +``` |
| 234 | + |
| 235 | +### Example 5: Only Email Notification |
| 236 | + |
| 237 | +```python |
| 238 | +# Send only email (no in-app or push) |
| 239 | +UnifiedNotificationDispatcher.quick_notify( |
| 240 | + user=user, |
| 241 | + event_type=NotificationEventType.CARD_ISSUED, |
| 242 | + title="Card Issued", |
| 243 | + message="Your new card has been issued.", |
| 244 | + object_id=str(card.card_id), |
| 245 | + channels=[NotificationChannel.EMAIL], # Only email |
| 246 | +) |
| 247 | +``` |
| 248 | + |
| 249 | +## Channel Selection Strategies |
| 250 | + |
| 251 | +### All Channels (High Priority Events) |
| 252 | +```python |
| 253 | +channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH, NotificationChannel.EMAIL] |
| 254 | +``` |
| 255 | +Use for: Loan approvals, investment maturity, KYC approval, large payments |
| 256 | + |
| 257 | +### In-App + Email (Medium Priority) |
| 258 | +```python |
| 259 | +channels=[NotificationChannel.IN_APP, NotificationChannel.EMAIL] |
| 260 | +``` |
| 261 | +Use for: Wallet creation, card issuance, bill payments, transfers |
| 262 | + |
| 263 | +### In-App Only (Low Priority) |
| 264 | +```python |
| 265 | +channels=[NotificationChannel.IN_APP] |
| 266 | +``` |
| 267 | +Use for: Minor updates, informational messages |
| 268 | + |
| 269 | +### In-App + Push (Real-time Alerts) |
| 270 | +```python |
| 271 | +channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH] |
| 272 | +``` |
| 273 | +Use for: Time-sensitive notifications where email delay is unacceptable |
| 274 | + |
| 275 | +## Response Structure |
| 276 | + |
| 277 | +```python |
| 278 | +{ |
| 279 | + "success": True, |
| 280 | + "channels_attempted": ["in_app", "push", "email"], |
| 281 | + "channels_sent": ["in_app", "push", "email"], |
| 282 | + "errors": [] |
| 283 | +} |
| 284 | +``` |
| 285 | + |
| 286 | +## User Preferences |
| 287 | + |
| 288 | +The dispatcher automatically respects user preferences: |
| 289 | + |
| 290 | +- `user.in_app_enabled` - Controls in-app notifications |
| 291 | +- `user.push_enabled` - Controls push notifications |
| 292 | +- `user.email_enabled` - Controls email notifications |
| 293 | + |
| 294 | +If a channel is disabled for a user, it will be skipped without errors. |
| 295 | + |
| 296 | +## Error Handling |
| 297 | + |
| 298 | +The dispatcher handles errors gracefully: |
| 299 | + |
| 300 | +```python |
| 301 | +result = UnifiedNotificationDispatcher.quick_notify(...) |
| 302 | + |
| 303 | +if result["success"]: |
| 304 | + logger.info(f"Notification sent via: {result['channels_sent']}") |
| 305 | +else: |
| 306 | + logger.error(f"Notification errors: {result['errors']}") |
| 307 | +``` |
| 308 | + |
| 309 | +## Email Task Routing |
| 310 | + |
| 311 | +The dispatcher automatically routes emails to the correct Celery task based on event type: |
| 312 | + |
| 313 | +| Event Type | Email Task | Required ID Field | |
| 314 | +|------------|------------|-------------------| |
| 315 | +| KYC_APPROVED | `KYCEmailTasks.send_kyc_approved_email` | `kyc_id` | |
| 316 | +| KYC_PENDING | `KYCEmailTasks.send_kyc_pending_email` | `kyc_id` | |
| 317 | +| KYC_REJECTED | `KYCEmailTasks.send_kyc_rejected_email` | `kyc_id` | |
| 318 | +| LOAN_APPROVED | `LoanEmailTasks.send_loan_approved_email` | `loan_id` | |
| 319 | +| LOAN_DISBURSED | `LoanEmailTasks.send_loan_disbursed_email` | `loan_id` | |
| 320 | +| LOAN_REPAYMENT | `LoanEmailTasks.send_loan_repayment_email` | `repayment_id` | |
| 321 | +| INVESTMENT_CREATED | `InvestmentEmailTasks.send_investment_created_email` | `investment_id` | |
| 322 | +| INVESTMENT_MATURED | `InvestmentEmailTasks.send_investment_matured_email` | `investment_id` | |
| 323 | +| CARD_ISSUED | `CardEmailTasks.send_card_issued_email` | `card_id` | |
| 324 | +| WALLET_CREATED | `WalletEmailTasks.send_wallet_created_email` | `wallet_id` | |
| 325 | +| BILL_PAYMENT_SUCCESS | `BillPaymentEmailTasks.send_bill_payment_success_email` | `bill_payment_id` | |
| 326 | +| TRANSFER_SUCCESS | `TransferEmailTasks.send_transfer_success_email` | `transaction_id` | |
| 327 | +| PAYMENT_SUCCESS | `PaymentEmailTasks.send_payment_confirmation_email` | `payment_id` | |
| 328 | +| PAYMENT_RECEIVED | `PaymentEmailTasks.send_payment_received_email` | `payment_id` | |
| 329 | + |
| 330 | +## Best Practices |
| 331 | + |
| 332 | +1. **Always use event types**: Use the predefined `NotificationEventType` enum for type safety |
| 333 | +2. **Provide meaningful titles and messages**: Keep them concise and actionable |
| 334 | +3. **Include action URLs**: Provide deep links for better user experience |
| 335 | +4. **Choose appropriate priority**: Use HIGH for urgent matters, MEDIUM for standard, LOW for informational |
| 336 | +5. **Log results**: Always log the dispatch results for debugging |
| 337 | +6. **Handle errors gracefully**: Check the success flag and errors array |
| 338 | + |
| 339 | +## Adding New Event Types |
| 340 | + |
| 341 | +To add a new event type: |
| 342 | + |
| 343 | +1. Add to `NotificationEventType` enum in `dispatcher.py` |
| 344 | +2. Add email task routing in `EMAIL_TASK_ROUTER` |
| 345 | +3. Add notification type mapping in `EVENT_TO_NOTIFICATION_TYPE` |
| 346 | +4. Update this documentation |
| 347 | + |
| 348 | +## Migration from Old System |
| 349 | + |
| 350 | +### Before (Old System) |
| 351 | +```python |
| 352 | +# Had to manually handle each channel |
| 353 | +NotificationService.create_notification(user, title, message, ...) |
| 354 | +PaymentEmailTasks.send_payment_email.delay(payment_id) |
| 355 | +FCMService.send_to_user(user, title, message, ...) |
| 356 | +``` |
| 357 | + |
| 358 | +### After (Unified System) |
| 359 | +```python |
| 360 | +# Single call handles all channels |
| 361 | +UnifiedNotificationDispatcher.quick_notify( |
| 362 | + user=user, |
| 363 | + event_type=NotificationEventType.PAYMENT_SUCCESS, |
| 364 | + title=title, |
| 365 | + message=message, |
| 366 | + object_id=str(payment_id), |
| 367 | + channels=[NotificationChannel.IN_APP, NotificationChannel.PUSH, NotificationChannel.EMAIL] |
| 368 | +) |
| 369 | +``` |
| 370 | + |
| 371 | +## Performance Considerations |
| 372 | + |
| 373 | +- **In-app + Push**: Handled synchronously (fast) |
| 374 | +- **Email**: Dispatched to Celery queue (asynchronous, no blocking) |
| 375 | +- **User Preferences**: Checked before sending (no wasted resources) |
| 376 | +- **Error Isolation**: Failure in one channel doesn't affect others |
| 377 | + |
| 378 | +## Troubleshooting |
| 379 | + |
| 380 | +### Emails not sending |
| 381 | +- Check `user.email_enabled` is True |
| 382 | +- Verify Celery worker is running |
| 383 | +- Check Celery logs for task execution |
| 384 | +- Verify email task exists in routing map |
| 385 | + |
| 386 | +### Push notifications not sending |
| 387 | +- Check `user.push_enabled` is True |
| 388 | +- Verify FCM configuration is correct |
| 389 | +- Check if user has FCM tokens registered |
| 390 | + |
| 391 | +### In-app notifications not showing |
| 392 | +- Check `user.in_app_enabled` is True |
| 393 | +- Verify WebSocket connection is active |
| 394 | +- Check browser console for errors |
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