Report the user's name and company to Marketo

Also fixes the API to report the other changes (username and email) as well

data/database.py

@@ -337,7 +337,8 @@ class User(BaseModel):
   enabled = BooleanField(default=True)
   invoice_email_address = CharField(null=True, index=True)
 
-  name = CharField(null=True)
+  given_name = CharField(null=True)
+  family_name = CharField(null=True)
   company = CharField(null=True)
 
   def delete_instance(self, recursive=False, delete_nullable=False):

data/migrations/versions/faf752bd2e0a_add_user_metadata_fields.py

@@ -1,23 +1,25 @@
 """Add user metadata fields
 
-Revision ID: 491a530df230
+Revision ID: faf752bd2e0a
 Revises: 6c7014e84a5e
-Create Date: 2016-11-04 18:03:05.237408
+Create Date: 2016-11-14 17:29:03.984665
 
 """
 
 # revision identifiers, used by Alembic.
-revision = '491a530df230'
+revision = 'faf752bd2e0a'
 down_revision = '6c7014e84a5e'
 
 from alembic import op
 import sqlalchemy as sa
+
 from util.migrate import UTF8CharField
 
 def upgrade(tables):
     ### commands auto generated by Alembic - please adjust! ###
     op.add_column('user', sa.Column('company', UTF8CharField(length=255), nullable=True))
-    op.add_column('user', sa.Column('name', UTF8CharField(length=255), nullable=True))
+    op.add_column('user', sa.Column('family_name', UTF8CharField(length=255), nullable=True))
+    op.add_column('user', sa.Column('given_name', UTF8CharField(length=255), nullable=True))
     ### end Alembic commands ###
 
     op.bulk_insert(tables.userpromptkind,
@@ -29,7 +31,8 @@ def upgrade(tables):
 
 def downgrade(tables):
     ### commands auto generated by Alembic - please adjust! ###
-    op.drop_column('user', 'name')
+    op.drop_column('user', 'given_name')
+    op.drop_column('user', 'family_name')
     op.drop_column('user', 'company')
     ### end Alembic commands ###
 

data/model/user.py

@@ -355,10 +355,11 @@ def list_entity_robot_permission_teams(entity_name, include_permissions=False):
   return TupleSelector(query, fields)
 
 
-def update_user_metadata(user, name=None, company=None):
+def update_user_metadata(user, given_name=None, family_name=None, company=None):
   """ Updates the metadata associated with the user, including his/her name and company. """
   with db_transaction():
-    user.name = name or user.name
+    user.given_name = given_name or user.given_name
+    user.family_name = family_name or user.family_name
     user.company = company or user.company
     user.save()
 

endpoints/api/user.py

@@ -213,9 +213,13 @@ class User(ApiResource):
           'type': ['string', 'null'],
           'description': 'Custom email address for receiving invoices',
         },
-        'name': {
+        'given_name': {
           'type': 'string',
-          'description': 'The optional entered name for the user',
+          'description': 'The optional entered given name for the user',
+        },
+        'family_name': {
+          'type': 'string',
+          'description': 'The optional entered family name for the user',
         },
         'company': {
           'type': 'string',
@@ -332,10 +336,14 @@ class User(ApiResource):
           code = model.user.create_confirm_email_code(user, new_email=new_email)
           send_change_email(user.username, user_data['email'], code.code)
         else:
+          user_analytics.change_email(user.email, new_email)
           model.user.update_email(user, new_email, auto_verify=not features.MAILING)
 
-      if 'name' in user_data or 'company' in user_data:
+      if 'given_name' in user_data or 'family_name' in user_data or 'company' in user_data:
-        model.user.update_user_metadata(user, user_data.get('name'), user_data.get('company'))
+        model.user.update_user_metadata(user, user_data.get('given_name'),
+                                        user_data.get('family_name'), user_data.get('company'))
+        user_analytics.change_metadata(user.email, user_data.get('given_name'),
+                                       user_data.get('family_name'), user_data.get('company'))
 
       # Check for username rename. A username can be renamed if the feature is enabled OR the user
       # currently has a confirm_username prompt.
@@ -353,6 +361,7 @@ class User(ApiResource):
             raise request_error(message='Username is already in use')
 
           user = model.user.change_username(user.id, new_username)
+          user_analytics.change_username(user.email, new_username)
         elif confirm_username:
           model.user.remove_user_prompt(user, 'confirm_username')
 

endpoints/common.py

@@ -122,7 +122,8 @@ def common_login(db_user, permanent_session=True):
       session.permanent_session_lifetime = convert_to_timedelta(session_timeout_str)
 
     # Inform our user analytics that we have a new "lead"
-    user_analytics.create_lead(db_user.email, db_user.username)
+    user_analytics.create_lead(db_user.email, db_user.username, db_user.given_name,
+                               db_user.family_name, db_user.company)
     return True
   else:
     logger.debug('User could not be logged in, inactive?.')

static/partials/update-user.html

@@ -42,19 +42,28 @@
 
     <form name="metadataForm" ng-submit="updateUser(metadata)" style="margin-top: 20px;">
       <div class="form-group nested">
-        <label for="name">Name</label>
+        <label for="givenName">Given Name</label>
         <div class="field-row">
           <span class="field-container">
-            <input type="text" class="form-control" placeholder="Name" ng-model="metadata.name"></span>
+            <input type="text" class="form-control" placeholder="Given Name" ng-model="metadata.given_name" name="givenName">
           </span>
         </div>
       </div>
 
       <div class="form-group nested">
-        <label for="firstName">Company</label>
+        <label for="familyName">Family Name</label>
         <div class="field-row">
           <span class="field-container">
-            <input type="text" class="form-control" placeholder="Company name" ng-model="metadata.company"></span>
+            <input type="text" class="form-control" placeholder="Family Name" ng-model="metadata.family_name" name="familyName">
+          </span>
+        </div>
+      </div>
+
+      <div class="form-group nested">
+        <label for="company">Company</label>
+        <div class="field-row">
+          <span class="field-container">
+            <input type="text" class="form-control" placeholder="Company name" ng-model="metadata.company" name="company"></span>
           </span>
         </div>
       </div>

util/saas/useranalytics.py

@@ -27,13 +27,29 @@ class _MarketoAnalyticsClient(object):
     self._munchkin_private_key = munchkin_private_key
     self._lead_source = lead_source
 
-  def create_lead(self, email, username):
+  def _get_lead_metadata(self, given_name, family_name, company):
+    metadata = {}
+    if given_name:
+      metadata['firstName'] = given_name
+
+    if family_name:
+      metadata['lastName'] = family_name
+
+    if company:
+      metadata['company'] = company
+
+    return metadata
+
+  def create_lead(self, email, username, given_name, family_name, company):
     lead_data = dict(
       email=email,
       Quay_Username__c=username,
       leadSource='Web - Product Trial',
       Lead_Source_Detail__c=self._lead_source,
     )
+
+    lead_data.update(self._get_lead_metadata(given_name, family_name, company))
+
     self._marketo.create_update_leads(
       action='createOrUpdate',
       leads=[lead_data],
@@ -65,16 +81,30 @@ class _MarketoAnalyticsClient(object):
       lookupField='id',
     )
 
-  def change_username(self, email, new_username):
+  def change_metadata(self, email, given_name, family_name, company):
-    found = self._find_leads_by_email(email)
+    lead_data = self._get_lead_metadata(given_name, family_name, company)
+    if not lead_data:
+      return
 
-    # Update using their user id.
+    # Update using their email address.
-    updated = [dict(id=lead['id'], Quay_Username__c=new_username) for lead in found]
+    lead_data['email'] = email
     self._marketo.create_update_leads(
       action='updateOnly',
-      leads=updated,
+      leads=[lead_data],
       asyncProcessing=True,
-      lookupField='id',
+      lookupField='email',
+    )
+
+  def change_username(self, email, new_username):
+    # Update using their email.
+    self._marketo.create_update_leads(
+      action='updateOnly',
+      leads=[{
+        'email': email,
+        'Quay_Username__c': new_username,
+      }],
+      asyncProcessing=True,
+      lookupField='email',
     )
 
   @AsyncExecutorWrapper.sync