Backflip Segment -> Hubspot code

segment.py

"""Segment.io analytics library interface."""
from uuid import uuid4
import analytics
from django.conf import settings

analytics.write_key = settings.SEGMENT_API_KEY


def identify_user_persona(user):
    """Execute segment identify action for user."""
    if settings.DISABLE_SEGMENT:
        return

    if user.segment:
        analytics.identify(str(user.id), {
            'displayName': f'{user.first_name} {user.last_name}',
            'firstName': user.first_name,
            'lastName': user.last_name,
            'email': user.email
        })


def identify_registered_user(user):
    """Execute segment identify action for user."""
    if settings.DISABLE_SEGMENT:
        return

    analytics.identify(str(user.id), {
        "email": user.email,
        "displayName": f"{user.first_name} {user.last_name}",
        "firstName": user.first_name,
        "lastName": user.last_name,
        "flip": user.flips,
        "rental": user.rentals,
        "phone": user.phone_number,
        "lifecycle_categories": "Member"
    })


def identify_waitlist_user(model):
    """Execute segment identify event for user requests to the waitlist."""
    if settings.DISABLE_SEGMENT:
        return

    payload = {
        'displayName': f'{model.first_name} {model.last_name}',
        'firstName': model.first_name,
        'lastName': model.last_name,
        'email': model.email,
        'became_waitlist_user': True,
        'lifecycle_categories': 'Marketing Qualified QB'
    }

    if model.referred_by_user:
        payload['referred_by_user'] = f"{model.referred_by_user.first_name} {model.referred_by_user.last_name}"
        payload['referral_user'] = True

    analytics.identify(str(uuid4()), payload)


def identify_invited_user(model):
    """Execute segment identify event for invitation to user."""
    if settings.DISABLE_SEGMENT:
        return

    analytics.identify(str(model.id), {
        "email": model.email,
        "displayName": f"{model.first_name} {model.last_name}",
        "firstName": model.first_name,
        "lastName": model.last_name,
        "became_invited_user": True
    })


def track_new_loan(model):
    """Execute segment track event for new user loan pre-approval."""
    if settings.DISABLE_SEGMENT:
        return

    # Only legacy events are showing up in Hubspot and properties are not accessible
    analytics.track(user_id=str(model.user.id), event='Started Loan Application', properties={
        "email": model.user.email,
        "loanId": model.id,
        "fullAddress": model.property.full_address,
        "displayName": f"{model.user.first_name} {model.user.last_name}",
        "purchasePrice": model.purchase_price,
        "rehabCost": model.rehab_estimate,
        "afterRepairValue": model.after_repair_value,
        "closingDate": model.target_close_date,
        "started_loan_application": True,
    }, context={
        'traits': {
            'email': model.user.email,
            'started_loan_application': True,
            'recent_started_loan_application': model.id
        }
    })


# Only legacy events are showing up in Hubspot and properties are not accessible
def track_submitted_loan(model):
    """Execute segment track event for loan submission."""
    if settings.DISABLE_SEGMENT:
        return

    # Legacy event in HS
    analytics.track(user_id=str(model.user.id), event='Submitted Loan Application', properties={
        "email": model.user.email,
        "loanId": model.id,
        "fullAddress": model.property.full_address,
        "displayName": f"{model.user.first_name} {model.user.last_name}",
        "purchasePrice": model.purchase_price,
        "loanType": model.loan_type,
        "interestRate": model.interest_rate,
        "afterRepairValue": model.after_repair_value,
        "closingDate": model.target_close_date,
        "submitted_loan_application": True
    }, context={
        'traits': {
            'email': model.user.email,
            'submitted_loan_application': True,
            'recent_submitted_loan_application': model.id
        }
    })