09ec5f107d
During billing, before invoice creation, check if users are part of a package plan. If so, and if the package plan is expired, remove unused credit from the user's balance. If the user has credit in addition to the package credit, send an analytics event to notify someone to handle the credit removal manually. Change-Id: Iad71d791f67c9733f9d9e42f962c64b2780264cc
675 lines
21 KiB
Go
675 lines
21 KiB
Go
// Copyright (C) 2021 Storj Labs, Inc.
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// See LICENSE for copying information.
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package analytics
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import (
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"context"
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"strings"
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"github.com/zeebo/errs"
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"go.uber.org/zap"
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segment "gopkg.in/segmentio/analytics-go.v3"
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"storj.io/common/uuid"
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)
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const (
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eventAccountCreated = "Account Created"
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eventSignedIn = "Signed In"
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eventProjectCreated = "Project Created"
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eventAccessGrantCreated = "Access Grant Created"
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eventAccountVerified = "Account Verified"
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eventGatewayCredentialsCreated = "Credentials Created"
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eventPassphraseCreated = "Passphrase Created"
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eventExternalLinkClicked = "External Link Clicked"
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eventPathSelected = "Path Selected"
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eventLinkShared = "Link Shared"
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eventObjectUploaded = "Object Uploaded"
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eventAPIKeyGenerated = "API Key Generated"
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eventCreditCardAdded = "Credit Card Added"
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eventUpgradeBannerClicked = "Upgrade Banner Clicked"
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eventModalAddCard = "Credit Card Added In Modal"
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eventModalAddTokens = "Storj Token Added In Modal"
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eventSearchBuckets = "Search Buckets"
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eventNavigateProjects = "Navigate Projects"
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eventManageProjectsClicked = "Manage Projects Clicked"
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eventCreateNewClicked = "Create New Clicked"
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eventViewDocsClicked = "View Docs Clicked"
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eventViewForumClicked = "View Forum Clicked"
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eventViewSupportClicked = "View Support Clicked"
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eventCreateAnAccessGrantClicked = "Create an Access Grant Clicked"
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eventUploadUsingCliClicked = "Upload Using CLI Clicked"
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eventUploadInWebClicked = "Upload In Web Clicked"
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eventNewProjectClicked = "New Project Clicked"
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eventLogoutClicked = "Logout Clicked"
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eventProfileUpdated = "Profile Updated"
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eventPasswordChanged = "Password Changed"
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eventMfaEnabled = "MFA Enabled"
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eventBucketCreated = "Bucket Created"
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eventBucketDeleted = "Bucket Deleted"
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eventProjectLimitError = "Project Limit Error"
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eventAPIAccessCreated = "API Access Created"
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eventUploadFileClicked = "Upload File Clicked"
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eventUploadFolderClicked = "Upload Folder Clicked"
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eventStorjTokenAdded = "Storj Token Added"
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eventCreateKeysClicked = "Create Keys Clicked"
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eventDownloadTxtClicked = "Download txt clicked"
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eventEncryptMyAccessClicked = "Encrypt My Access Clicked"
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eventCopyToClipboardClicked = "Copy to Clipboard Clicked"
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eventCreateAccessGrantClicked = "Create Access Grant Clicked"
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eventCreateS3CredentialsClicked = "Create S3 Credentials Clicked"
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eventKeysForCLIClicked = "Create Keys For CLI Clicked"
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eventSeePaymentsClicked = "See Payments Clicked"
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eventEditPaymentMethodClicked = "Edit Payment Method Clicked"
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eventUsageDetailedInfoClicked = "Usage Detailed Info Clicked"
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eventAddNewPaymentMethodClicked = "Add New Payment Method Clicked"
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eventApplyNewCouponClicked = "Apply New Coupon Clicked"
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eventCreditCardRemoved = "Credit Card Removed"
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eventCouponCodeApplied = "Coupon Code Applied"
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eventInvoiceDownloaded = "Invoice Downloaded"
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eventCreditCardAddedFromBilling = "Credit Card Added From Billing"
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eventStorjTokenAddedFromBilling = "Storj Token Added From Billing"
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eventAddFundsClicked = "Add Funds Clicked"
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eventProjectMembersInviteSent = "Project Members Invite Sent"
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eventProjectMemberAdded = "Project Member Added"
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eventProjectMemberDeleted = "Project Member Deleted"
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eventError = "UI error occurred"
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eventProjectNameUpdated = "Project Name Updated"
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eventProjectDescriptionUpdated = "Project Description Updated"
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eventProjectStorageLimitUpdated = "Project Storage Limit Updated"
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eventProjectBandwidthLimitUpdated = "Project Bandwidth Limit Updated"
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eventAccountFrozen = "Account Frozen"
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eventAccountUnfrozen = "Account Unfrozen"
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eventAccountUnwarned = "Account Unwarned"
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eventAccountFreezeWarning = "Account Freeze Warning"
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eventUnpaidLargeInvoice = "Large Invoice Unpaid"
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eventExpiredCreditNeedsRemoval = "Expired Credit Needs Removal"
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eventExpiredCreditRemoved = "Expired Credit Removed"
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)
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var (
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// Error is the default error class the analytics package.
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Error = errs.Class("analytics service")
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)
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// Config is a configuration struct for analytics Service.
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type Config struct {
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SegmentWriteKey string `help:"segment write key" default:""`
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Enabled bool `help:"enable analytics reporting" default:"false"`
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HubSpot HubSpotConfig
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}
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// FreezeTracker is an interface for account freeze event tracking methods.
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type FreezeTracker interface {
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// TrackAccountFrozen sends an account frozen event to Segment.
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TrackAccountFrozen(userID uuid.UUID, email string)
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// TrackAccountUnfrozen sends an account unfrozen event to Segment.
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TrackAccountUnfrozen(userID uuid.UUID, email string)
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// TrackAccountUnwarned sends an account unwarned event to Segment.
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TrackAccountUnwarned(userID uuid.UUID, email string)
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// TrackAccountFreezeWarning sends an account freeze warning event to Segment.
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TrackAccountFreezeWarning(userID uuid.UUID, email string)
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// TrackLargeUnpaidInvoice sends an event to Segment indicating that a user has not paid a large invoice.
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TrackLargeUnpaidInvoice(invID string, userID uuid.UUID, email string)
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}
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// Service for sending analytics.
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//
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// architecture: Service
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type Service struct {
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log *zap.Logger
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config Config
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satelliteName string
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clientEvents map[string]bool
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segment segment.Client
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hubspot *HubSpotEvents
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}
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// NewService creates new service for creating sending analytics.
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func NewService(log *zap.Logger, config Config, satelliteName string) *Service {
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service := &Service{
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log: log,
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config: config,
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satelliteName: satelliteName,
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clientEvents: make(map[string]bool),
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hubspot: NewHubSpotEvents(log.Named("hubspotclient"), config.HubSpot, satelliteName),
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}
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if config.Enabled {
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service.segment = segment.New(config.SegmentWriteKey)
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}
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for _, name := range []string{eventGatewayCredentialsCreated, eventPassphraseCreated, eventExternalLinkClicked,
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eventPathSelected, eventLinkShared, eventObjectUploaded, eventAPIKeyGenerated, eventUpgradeBannerClicked,
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eventModalAddCard, eventModalAddTokens, eventSearchBuckets, eventNavigateProjects, eventManageProjectsClicked,
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eventCreateNewClicked, eventViewDocsClicked, eventViewForumClicked, eventViewSupportClicked, eventCreateAnAccessGrantClicked,
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eventUploadUsingCliClicked, eventUploadInWebClicked, eventNewProjectClicked, eventLogoutClicked, eventProfileUpdated,
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eventPasswordChanged, eventMfaEnabled, eventBucketCreated, eventBucketDeleted, eventAccessGrantCreated, eventAPIAccessCreated,
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eventUploadFileClicked, eventUploadFolderClicked, eventCreateKeysClicked, eventDownloadTxtClicked, eventEncryptMyAccessClicked,
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eventCopyToClipboardClicked, eventCreateAccessGrantClicked, eventCreateS3CredentialsClicked, eventKeysForCLIClicked,
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eventSeePaymentsClicked, eventEditPaymentMethodClicked, eventUsageDetailedInfoClicked, eventAddNewPaymentMethodClicked,
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eventApplyNewCouponClicked, eventCreditCardRemoved, eventCouponCodeApplied, eventInvoiceDownloaded, eventCreditCardAddedFromBilling,
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eventStorjTokenAddedFromBilling, eventAddFundsClicked, eventProjectMembersInviteSent, eventError, eventProjectNameUpdated, eventProjectDescriptionUpdated,
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eventProjectStorageLimitUpdated, eventProjectBandwidthLimitUpdated} {
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service.clientEvents[name] = true
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}
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return service
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}
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// Run runs the service and use the context in new requests.
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func (service *Service) Run(ctx context.Context) error {
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if !service.config.Enabled {
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return nil
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}
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return service.hubspot.Run(ctx)
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}
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// Close closes the Segment client.
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func (service *Service) Close() error {
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if !service.config.Enabled {
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return nil
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}
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return service.segment.Close()
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}
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// UserType is a type for distinguishing personal vs. professional users.
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type UserType string
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const (
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// Professional defines a "professional" user type.
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Professional UserType = "Professional"
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// Personal defines a "personal" user type.
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Personal UserType = "Personal"
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)
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// TrackCreateUserFields contains input data for tracking a create user event.
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type TrackCreateUserFields struct {
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ID uuid.UUID
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AnonymousID string
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FullName string
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Email string
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Type UserType
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EmployeeCount string
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CompanyName string
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StorageNeeds string
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JobTitle string
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HaveSalesContact bool
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OriginHeader string
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Referrer string
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HubspotUTK string
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UserAgent string
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}
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func (service *Service) enqueueMessage(message segment.Message) {
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err := service.segment.Enqueue(message)
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if err != nil {
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service.log.Error("Error enqueueing message", zap.Error(err))
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}
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}
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// TrackCreateUser sends an "Account Created" event to Segment.
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func (service *Service) TrackCreateUser(fields TrackCreateUserFields) {
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if !service.config.Enabled {
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return
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}
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fullName := fields.FullName
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names := strings.SplitN(fullName, " ", 2)
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var firstName string
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var lastName string
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if len(names) > 1 {
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firstName = names[0]
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lastName = names[1]
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} else {
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firstName = fullName
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}
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traits := segment.NewTraits()
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traits.SetFirstName(firstName)
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traits.SetLastName(lastName)
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traits.SetEmail(fields.Email)
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traits.Set("lifecyclestage", "other")
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traits.Set("origin_header", fields.OriginHeader)
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traits.Set("signup_referrer", fields.Referrer)
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traits.Set("account_created", true)
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if fields.Type == Professional {
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traits.Set("have_sales_contact", fields.HaveSalesContact)
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}
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if len(fields.UserAgent) > 0 {
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traits.Set("signup_partner", fields.UserAgent)
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}
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service.enqueueMessage(segment.Identify{
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UserId: fields.ID.String(),
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AnonymousId: fields.AnonymousID,
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Traits: traits,
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})
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props := segment.NewProperties()
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props.Set("email", fields.Email)
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props.Set("name", fields.FullName)
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props.Set("satellite_selected", service.satelliteName)
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props.Set("account_type", fields.Type)
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props.Set("origin_header", fields.OriginHeader)
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props.Set("signup_referrer", fields.Referrer)
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props.Set("account_created", true)
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if fields.Type == Professional {
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props.Set("company_size", fields.EmployeeCount)
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props.Set("company_name", fields.CompanyName)
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props.Set("job_title", fields.JobTitle)
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props.Set("storage_needs", fields.StorageNeeds)
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}
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service.enqueueMessage(segment.Track{
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UserId: fields.ID.String(),
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AnonymousId: fields.AnonymousID,
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Event: service.satelliteName + " " + eventAccountCreated,
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Properties: props,
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})
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service.hubspot.EnqueueCreateUser(fields)
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}
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// TrackSignedIn sends an "Signed In" event to Segment.
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func (service *Service) TrackSignedIn(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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traits := segment.NewTraits()
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traits.SetEmail(email)
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service.enqueueMessage(segment.Identify{
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UserId: userID.String(),
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Traits: traits,
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})
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventSignedIn,
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Properties: props,
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})
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service.hubspot.EnqueueEvent(email, service.satelliteName+"_"+eventSignedIn, map[string]interface{}{
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"userid": userID.String(),
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})
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}
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// TrackProjectCreated sends an "Project Created" event to Segment.
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func (service *Service) TrackProjectCreated(userID uuid.UUID, email string, projectID uuid.UUID, currentProjectCount int) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("project_count", currentProjectCount)
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props.Set("project_id", projectID.String())
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventProjectCreated,
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Properties: props,
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})
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service.hubspot.EnqueueEvent(email, service.satelliteName+"_"+eventProjectCreated, map[string]interface{}{
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"userid": userID.String(),
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"project_count": currentProjectCount,
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"project_id": projectID.String(),
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})
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}
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// TrackAccountFrozen sends an account frozen event to Segment.
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func (service *Service) TrackAccountFrozen(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventAccountFrozen,
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Properties: props,
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})
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}
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// TrackAccountUnfrozen sends an account unfrozen event to Segment.
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func (service *Service) TrackAccountUnfrozen(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventAccountUnfrozen,
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Properties: props,
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})
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}
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// TrackAccountUnwarned sends an account unwarned event to Segment.
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func (service *Service) TrackAccountUnwarned(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventAccountUnwarned,
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Properties: props,
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})
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}
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// TrackAccountFreezeWarning sends an account freeze warning event to Segment.
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func (service *Service) TrackAccountFreezeWarning(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventAccountFreezeWarning,
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Properties: props,
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})
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}
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// TrackLargeUnpaidInvoice sends an event to Segment indicating that a user has not paid a large invoice.
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func (service *Service) TrackLargeUnpaidInvoice(invID string, userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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props.Set("invoice", invID)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventUnpaidLargeInvoice,
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Properties: props,
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})
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}
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// TrackAccessGrantCreated sends an "Access Grant Created" event to Segment.
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func (service *Service) TrackAccessGrantCreated(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventAccessGrantCreated,
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Properties: props,
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})
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service.hubspot.EnqueueEvent(email, service.satelliteName+"_"+eventAccessGrantCreated, map[string]interface{}{
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"userid": userID.String(),
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})
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}
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// TrackAccountVerified sends an "Account Verified" event to Segment.
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func (service *Service) TrackAccountVerified(userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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traits := segment.NewTraits()
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traits.SetEmail(email)
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service.enqueueMessage(segment.Identify{
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UserId: userID.String(),
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Traits: traits,
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})
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventAccountVerified,
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Properties: props,
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})
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service.hubspot.EnqueueEvent(email, service.satelliteName+"_"+eventAccountVerified, map[string]interface{}{
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"userid": userID.String(),
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})
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}
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// TrackEvent sends an arbitrary event associated with user ID to Segment.
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// It is used for tracking occurrences of client-side events.
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func (service *Service) TrackEvent(eventName string, userID uuid.UUID, email string) {
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if !service.config.Enabled {
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return
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}
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// do not track if the event name is an invalid client-side event
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if !service.clientEvents[eventName] {
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service.log.Error("Invalid client-triggered event", zap.String("eventName", eventName))
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventName,
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Properties: props,
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})
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service.hubspot.EnqueueEvent(email, service.satelliteName+"_"+eventName, map[string]interface{}{
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"userid": userID.String(),
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})
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}
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// TrackErrorEvent sends an arbitrary error event associated with user ID to Segment.
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// It is used for tracking occurrences of client-side errors.
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func (service *Service) TrackErrorEvent(userID uuid.UUID, email string, source string) {
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if !service.config.Enabled {
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return
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}
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props := segment.NewProperties()
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props.Set("email", email)
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props.Set("source", source)
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service.enqueueMessage(segment.Track{
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UserId: userID.String(),
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Event: service.satelliteName + " " + eventError,
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Properties: props,
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})
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}
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// TrackLinkEvent sends an arbitrary event and link associated with user ID to Segment.
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// It is used for tracking occurrences of client-side events.
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func (service *Service) TrackLinkEvent(eventName string, userID uuid.UUID, email, link string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
// do not track if the event name is an invalid client-side event
|
|
if !service.clientEvents[eventName] {
|
|
service.log.Error("Invalid client-triggered event", zap.String("eventName", eventName))
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("link", link)
|
|
props.Set("email", email)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventName,
|
|
Properties: props,
|
|
})
|
|
|
|
service.hubspot.EnqueueEvent(email, service.satelliteName+"_"+eventName, map[string]interface{}{
|
|
"userid": userID.String(),
|
|
"link": link,
|
|
})
|
|
}
|
|
|
|
// TrackCreditCardAdded sends an "Credit Card Added" event to Segment.
|
|
func (service *Service) TrackCreditCardAdded(userID uuid.UUID, email string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("email", email)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventCreditCardAdded,
|
|
Properties: props,
|
|
})
|
|
|
|
}
|
|
|
|
// PageVisitEvent sends a page visit event associated with user ID to Segment.
|
|
// It is used for tracking occurrences of client-side events.
|
|
func (service *Service) PageVisitEvent(pageName string, userID uuid.UUID, email string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("email", email)
|
|
props.Set("path", pageName)
|
|
props.Set("user_id", userID.String())
|
|
props.Set("satellite", service.satelliteName)
|
|
|
|
service.enqueueMessage(segment.Page{
|
|
UserId: userID.String(),
|
|
Name: "Page Requested",
|
|
Properties: props,
|
|
})
|
|
|
|
}
|
|
|
|
// TrackProjectLimitError sends an "Project Limit Error" event to Segment.
|
|
func (service *Service) TrackProjectLimitError(userID uuid.UUID, email string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("email", email)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventProjectLimitError,
|
|
Properties: props,
|
|
})
|
|
|
|
}
|
|
|
|
// TrackStorjTokenAdded sends an "Storj Token Added" event to Segment.
|
|
func (service *Service) TrackStorjTokenAdded(userID uuid.UUID, email string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("email", email)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventStorjTokenAdded,
|
|
Properties: props,
|
|
})
|
|
|
|
}
|
|
|
|
// TrackProjectMemberAddition sends an "Project Member Added" event to Segment.
|
|
func (service *Service) TrackProjectMemberAddition(userID uuid.UUID, email string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("email", email)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventProjectMemberAdded,
|
|
Properties: props,
|
|
})
|
|
|
|
}
|
|
|
|
// TrackProjectMemberDeletion sends an "Project Member Deleted" event to Segment.
|
|
func (service *Service) TrackProjectMemberDeletion(userID uuid.UUID, email string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("email", email)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventProjectMemberDeleted,
|
|
Properties: props,
|
|
})
|
|
|
|
}
|
|
|
|
// TrackExpiredCreditNeedsRemoval sends an "Expired Credit Needs Removal" event to Segment.
|
|
func (service *Service) TrackExpiredCreditNeedsRemoval(userID uuid.UUID, customerID, packagePlan string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("customer ID", customerID)
|
|
props.Set("package plan", packagePlan)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventExpiredCreditNeedsRemoval,
|
|
Properties: props,
|
|
})
|
|
}
|
|
|
|
// TrackExpiredCreditRemoved sends an "Expired Credit Removed" event to Segment.
|
|
func (service *Service) TrackExpiredCreditRemoved(userID uuid.UUID, customerID, packagePlan string) {
|
|
if !service.config.Enabled {
|
|
return
|
|
}
|
|
|
|
props := segment.NewProperties()
|
|
props.Set("customer ID", customerID)
|
|
props.Set("package plan", packagePlan)
|
|
|
|
service.enqueueMessage(segment.Track{
|
|
UserId: userID.String(),
|
|
Event: service.satelliteName + " " + eventExpiredCreditRemoved,
|
|
Properties: props,
|
|
})
|
|
}
|