Lead and sales rewards metadata condition

.github/workflows/e2e.yaml

@@ -36,6 +36,7 @@ jobs:
           E2E_TOKEN_MEMBER: ${{ secrets.E2E_TOKEN_MEMBER }}
           E2E_TOKEN_OLD: ${{ secrets.E2E_TOKEN_OLD }}
           E2E_PUBLISHABLE_KEY: ${{ secrets.E2E_PUBLISHABLE_KEY }}
+          QSTASH_URL: "https://qstash-us-east-1.upstash.io"
           QSTASH_TOKEN: ${{ secrets.QSTASH_TOKEN }}
           QSTASH_CURRENT_SIGNING_KEY: ${{ secrets.QSTASH_CURRENT_SIGNING_KEY }}
           NEXT_PUBLIC_NGROK_URL: ${{ github.event.deployment_status.environment_url }}

.github/workflows/playwright.yaml

@@ -43,6 +43,7 @@ jobs:
       UPSTASH_REDIS_REST_TOKEN: "e2e_srh_token"
       UPSTASH_VECTOR_REST_URL: "https://sensible-camel-xxxx.upstash.io"
       UPSTASH_VECTOR_REST_TOKEN: "xx"
+      QSTASH_URL: "https://qstash-us-east-1.upstash.io"
       QSTASH_TOKEN: "xx"
       QSTASH_CURRENT_SIGNING_KEY: "xx"
       QSTASH_NEXT_SIGNING_KEY: "xx"

apps/web/.env.example

@@ -25,6 +25,7 @@ UPSTASH_REDIS_REST_TOKEN=
 
 # Upstash QStash – required for queues and background jobs
 # Get your QStash Token here: https://upstash.com/docs/qstash/overall/getstarted
+QSTASH_URL="https://qstash-us-east-1.upstash.io"
 QSTASH_TOKEN=
 QSTASH_CURRENT_SIGNING_KEY=
 QSTASH_NEXT_SIGNING_KEY=

apps/web/app/(ee)/api/stripe/integration/webhook/checkout-session-completed.ts

@@ -517,6 +517,9 @@ export async function checkoutSessionCompleted(
         sale: {
           products,
           amount: saleData.amount,
+          ...(charge.metadata && Object.keys(charge.metadata).length > 0
+            ? { metadata: charge.metadata }
+            : {}),
         },
       },
       clickEvent: {

apps/web/app/(ee)/api/stripe/integration/webhook/invoice-paid.ts

@@ -315,6 +315,12 @@ export async function invoicePaid(
     | undefined = undefined;
 
   if (link.programId && link.partnerId) {
+    const saleMetadata = {
+      ...invoice.parent?.subscription_details?.metadata,
+      ...invoice.lines.data[0]?.metadata,
+      ...invoice.metadata,
+    };
+
     const products = invoice.lines.data
       .map((line) => {
         const productId = line.pricing?.price_details?.product;
@@ -351,6 +357,9 @@ export async function invoicePaid(
         sale: {
           products,
           amount: saleData.amount,
+          ...(Object.keys(saleMetadata).length > 0
+            ? { metadata: saleMetadata }
+            : {}),
         },
       },
       clickEvent: {

apps/web/lib/api/conversions/track-lead.ts

@@ -304,6 +304,9 @@ export const trackLead = async ({
                   country: customer.country,
                   source,
                 },
+                lead: {
+                  ...(metadata != null && { metadata }),
+                },
               },
               clickEvent: {
                 url: clickData.url,

apps/web/lib/api/conversions/track-sale.ts

@@ -553,6 +553,7 @@ const _trackSale = async ({
             sale: {
               productId: metadata?.productId,
               amount: saleData.amount,
+              ...(metadata != null && { metadata }),
             },
           },
           clickEvent: {

apps/web/lib/api/rewards/reward-condition-metadata.ts

@@ -0,0 +1,84 @@
+import { RewardCondition } from "@/lib/types";
+import {
+  METADATA_CONDITION_OPERATORS,
+  METADATA_NUMBER_CONDITION_OPERATORS,
+} from "@/lib/zod/schemas/rewards";
+
+function toNumber(fieldKey: unknown): number | undefined {
+  if (fieldKey == null) {
+    return undefined;
+  }
+
+  if (typeof fieldKey === "number" && !Number.isNaN(fieldKey)) {
+    return fieldKey;
+  }
+
+  if (typeof fieldKey === "boolean") {
+    return undefined;
+  }
+
+  if (typeof fieldKey === "string") {
+    if (fieldKey.trim() === "" || Number.isNaN(Number(fieldKey))) {
+      return undefined;
+    }
+
+    return Number(fieldKey);
+  }
+
+  const n = Number(fieldKey);
+  return Number.isNaN(n) ? undefined : n;
+}
+
+function toString(fieldKey: unknown) {
+  return typeof fieldKey === "string" ? fieldKey : String(fieldKey);
+}
+
+/**
+ * Normalizes a raw metadata value (from lead/sale JSON) into the type that
+ * `evaluateCondition` expects for the given operator.
+ *
+ * Metadata is stored as loosely typed JSON, so the same field may arrive as a
+ * string, number, or other primitive. Text operators (starts_with, contains,
+ * etc.) always receive a string; numeric operators receive a parsed number or
+ * undefined when parsing fails. For equals_to / not_equals, the return type is
+ * aligned with `condition.value` so strict equality checks compare like types.
+ */
+export function prepareMetadataFieldValue(
+  fieldKey: unknown,
+  condition: RewardCondition,
+): string | number | string[] | number[] | undefined {
+  if (fieldKey == null) {
+    return undefined;
+  }
+
+  const { operator, value: conditionValue } = condition;
+
+  // Metadata conditions do not support in / not_in and other non-metadata operators.
+  if (!METADATA_CONDITION_OPERATORS.includes(operator)) {
+    return undefined;
+  }
+
+  // Pattern text operators always compare against a stringified metadata value.
+  if (
+    operator === "starts_with" ||
+    operator === "ends_with" ||
+    operator === "contains" ||
+    operator === "not_contains"
+  ) {
+    return toString(fieldKey);
+  }
+
+  // Numeric operators require a parsed number, or undefined when coercion fails.
+  if (METADATA_NUMBER_CONDITION_OPERATORS.includes(operator)) {
+    return toNumber(fieldKey);
+  }
+
+  // For equals_to / not_equals with a numeric condition value, prefer number coercion.
+  if (typeof conditionValue === "number") {
+    const numeric = toNumber(fieldKey);
+    return numeric !== undefined ? numeric : toString(fieldKey);
+  }
+
+  // All other operators use string comparison.
+  return toString(fieldKey);
+}

apps/web/lib/partners/determine-partner-reward.ts

@@ -1,4 +1,4 @@
-import { toCentsNumber } from "@dub/utils";
+import { prettyPrint, toCentsNumber } from "@dub/utils";
 import { EventType, Link, Prisma, Reward } from "@prisma/client";
 import { serializeReward } from "../api/partners/serialize-reward";
 import { RewardContext, RewardProps } from "../types";
@@ -177,7 +177,7 @@ export const determinePartnerRewards = ({
     }
   }
 
-  console.info("Resolved rewards", rewards);
+  console.log("Reward context", prettyPrint(context));
 
   return rewards;
 };

apps/web/lib/partners/evaluate-reward-conditions.ts

@@ -1,3 +1,4 @@
+import { prepareMetadataFieldValue } from "../api/rewards/reward-condition-metadata";
 import {
   RewardCondition,
   RewardConditions,
@@ -22,15 +23,7 @@ export const evaluateRewardConditions = ({
   for (const conditionGroup of conditions) {
     // Evaluate each condition in the group
     const conditionResults = conditionGroup.conditions.map((condition) => {
-      let fieldValue = undefined;
-
-      if (condition.entity === "customer") {
-        fieldValue = context.customer?.[condition.attribute];
-      } else if (condition.entity === "sale") {
-        fieldValue = context.sale?.[condition.attribute];
-      } else if (condition.entity === "partner") {
-        fieldValue = context.partner?.[condition.attribute];
-      }
+      const fieldValue = resolveConditionFieldValue({ condition, context });
 
       if (fieldValue === undefined) {
         return false;
@@ -75,6 +68,43 @@ export const evaluateRewardConditions = ({
   )[0];
 };
 
+function resolveConditionFieldValue({
+  condition,
+  context,
+}: {
+  condition: RewardCondition;
+  context: RewardContext;
+}): string | number | string[] | number[] | undefined {
+  if (condition.attribute === "metadata") {
+    const metaKey = condition.metadataField?.trim();
+
+    if (!metaKey) {
+      return undefined;
+    }
+
+    const entityMap = {
+      partner: undefined,
+      customer: undefined,
+      lead: context.lead,
+      sale: context.sale,
+    } as const;
+
+    return prepareMetadataFieldValue(
+      entityMap[condition.entity]?.metadata?.[metaKey],
+      condition,
+    );
+  }
+
+  const entityMap = {
+    partner: context.partner,
+    customer: context.customer,
+    lead: undefined,
+    sale: context.sale,
+  } as const;
+
+  return entityMap[condition.entity]?.[condition.attribute];
+}
+
 const evaluateCondition = ({
   condition,
   fieldValue,
@@ -94,7 +124,11 @@ const evaluateCondition = ({
 
   // Starts with
   if (condition.operator === "starts_with") {
-    if (typeof fieldValue !== "string" || typeof condition.value !== "string") {
+    if (
+      typeof fieldValue !== "string" ||
+      typeof condition.value !== "string" ||
+      condition.value === ""
+    ) {
       return false;
     }
 
@@ -103,13 +137,47 @@ const evaluateCondition = ({
 
   // Ends with
   if (condition.operator === "ends_with") {
-    if (typeof fieldValue !== "string" || typeof condition.value !== "string") {
+    if (
+      typeof fieldValue !== "string" ||
+      typeof condition.value !== "string" ||
+      condition.value === ""
+    ) {
       return false;
     }
 
     return fieldValue.endsWith(condition.value);
   }
 
+  // Contains
+  if (condition.operator === "contains") {
+    if (typeof fieldValue !== "string" || typeof condition.value !== "string") {
+      return false;
+    }
+
+    const trimmedValue = condition.value.trim();
+
+    if (trimmedValue === "") {
+      return false;
+    }
+
+    return String(fieldValue).includes(trimmedValue);
+  }
+
+  // Not contains
+  if (condition.operator === "not_contains") {
+    if (typeof fieldValue !== "string" || typeof condition.value !== "string") {
+      return false;
+    }
+
+    const trimmedValue = condition.value.trim();
+
+    if (trimmedValue === "") {
+      return false;
+    }
+
+    return !String(fieldValue).includes(trimmedValue);
+  }
+
   // In
   if (condition.operator === "in") {
     if (!Array.isArray(condition.value)) {
@@ -123,7 +191,7 @@ const evaluateCondition = ({
 
   // Not in
   if (condition.operator === "not_in") {
-    if (!Array.isArray(condition.value)) {
+    if (!Array.isArray(condition.value) || condition.value.length === 0) {
       return false;
     }