Merge pull request #29043 from overleaf/oa-odc-to-cio

[web] Send onboarding data to Customer IO

GitOrigin-RevId: b45d1b66d36c3bba36e9c777fb66699c6bb56d33

services/web/app/src/Features/Project/ProjectListController.mjs

@@ -29,6 +29,7 @@ import TutorialHandler from '../Tutorial/TutorialHandler.mjs'
 import SubscriptionHelper from '../Subscription/SubscriptionHelper.js'
 import PermissionsManager from '../Authorization/PermissionsManager.mjs'
 import AnalyticsManager from '../Analytics/AnalyticsManager.js'
+import { OnboardingDataCollection } from '../../models/OnboardingDataCollection.js'
 
 /**
  * @import { GetProjectsRequest, GetProjectsResponse, AllUsersProjects, MongoProject, FormattedProject, MongoTag } from "./types"
@@ -463,6 +464,12 @@ async function projectListPage(req, res, next) {
     affiliation => affiliation.institution?.enterpriseCommons
   )
 
+  let onboardingDataCollection
+  let subjectArea
+  let usedLatex
+  let primaryOccupation
+  let role
+
   // customer.io: Premium nudge experiment
   // Only do customer-io-trial-conversion assignment for users not in India/China and not in group/commons
   let customerIoEnabled = false
@@ -482,6 +489,18 @@ async function projectListPage(req, res, next) {
           )
         if (cioAssignment.variant === 'enabled') {
           customerIoEnabled = true
+          onboardingDataCollection = await OnboardingDataCollection.findById(
+            userId,
+            'subjectArea usedLatex primaryOccupation role'
+          )
+
+          if (onboardingDataCollection) {
+            subjectArea = onboardingDataCollection.subjectArea
+            usedLatex = onboardingDataCollection.usedLatex
+            primaryOccupation = onboardingDataCollection.primaryOccupation
+            role = onboardingDataCollection.role
+          }
+
           AnalyticsManager.setUserPropertyForUserInBackground(
             userId,
             'customer-io-integration',
@@ -541,6 +560,10 @@ async function projectListPage(req, res, next) {
     signUpDate: user.signUpDate
       ? Math.floor(user.signUpDate.getTime() / 1000)
       : null,
+    subjectArea,
+    primaryOccupation,
+    role,
+    usedLatex,
   })
 }
 

services/web/app/views/_customer_io.pug

@@ -3,7 +3,7 @@ if(customerIoEnabled && ExposedSettings.cioWriteKey && ExposedSettings.cioSiteId
 		function boolAttr(value) {
 			return value !== undefined ? String(value) : null;
 		}
-	script(type="text/javascript", id="cio-loader", nonce=scriptNonce, data-best-subscription=(usersBestSubscription && usersBestSubscription.type), data-ai-blocked=boolAttr(aiBlocked), data-has-ai-assist=boolAttr(hasAiAssist), data-cio-write-key=ExposedSettings.cioWriteKey, data-cio-site-id=ExposedSettings.cioSiteId, data-session-analytics-id=getSessionAnalyticsId(), data-user-id=getLoggedInUserId(), data-last-active=lastActive, data-sign-up-date=signUpDate).
+	script(type="text/javascript", id="cio-loader", nonce=scriptNonce, data-best-subscription=(usersBestSubscription && usersBestSubscription.type), data-ai-blocked=boolAttr(aiBlocked), data-has-ai-assist=boolAttr(hasAiAssist), data-cio-write-key=ExposedSettings.cioWriteKey, data-cio-site-id=ExposedSettings.cioSiteId, data-session-analytics-id=getSessionAnalyticsId(), data-user-id=getLoggedInUserId(), data-last-active=lastActive, data-sign-up-date=signUpDate, data-subject-area=subjectArea, data-role=role, data-used-latex=usedLatex, data-primary-occupation=primaryOccupation).
 		
 		function parseBool(value) {
 			return value === 'true' ? true : value === 'false' ? false : undefined;
@@ -19,6 +19,10 @@ if(customerIoEnabled && ExposedSettings.cioWriteKey && ExposedSettings.cioSiteId
 		var hasAiAssist = parseBool(cioSettings.hasAiAssist);
 		var lastActive = cioSettings.lastActive;
 		var signUpDate = cioSettings.signUpDate;
+		var subjectArea = cioSettings.subjectArea;
+		var role = cioSettings.role;
+		var primaryOccupation = cioSettings.primaryOccupation;
+		var usedLatex = cioSettings.usedLatex;
 
 
 		!function(){var i="cioanalytics", analytics=(window[i]=window[i]||[]);if(!analytics.initialize)if(analytics.invoked)window.console&&console.error&&console.error("Snippet included twice.");else{analytics.invoked=!0;analytics.methods=["trackSubmit","trackClick","trackLink","trackForm","pageview","identify","reset","group","track","ready","alias","debug","page","once","off","on","addSourceMiddleware","addIntegrationMiddleware","setAnonymousId","addDestinationMiddleware"];analytics.factory=function(e){return function(){var t=Array.prototype.slice.call(arguments);t.unshift(e);analytics.push(t);return analytics}};for(var e=0;e<analytics.methods.length;e++){var key=analytics.methods[e];analytics[key]=analytics.factory(key)}analytics.load=function(key,e){var t=document.createElement("script");t.type="text/javascript";t.async=!0;t.setAttribute('data-global-customerio-analytics-key', i);t.src="https://cdp.customer.io/v1/analytics-js/snippet/" + key + "/analytics.min.js";var n=document.getElementsByTagName("script")[0];n.parentNode.insertBefore(t,n);analytics._writeKey=key;analytics._loadOptions=e};analytics.SNIPPET_VERSION="4.15.3";
@@ -45,6 +49,10 @@ if(customerIoEnabled && ExposedSettings.cioWriteKey && ExposedSettings.cioSiteId
 			addIfDefined(identifyData, 'best-subscription-type', usersBestSubscription);
 			addIfDefined(identifyData, 'aiBlocked', aiBlocked);
 			addIfDefined(identifyData, 'hasAiAssist', hasAiAssist);
+			addIfDefined(identifyData, 'subjectArea', subjectArea);
+			addIfDefined(identifyData, 'role', role);
+			addIfDefined(identifyData, 'primaryOccupation', primaryOccupation);
+			addIfDefined(identifyData, 'usedLatex', usedLatex);
 			
 			analytics.identify(analyticsId, identifyData);
 		}}();

services/web/test/unit/src/Project/ProjectListController.test.mjs

@@ -54,6 +54,22 @@ describe('ProjectListController', function () {
     ctx.settings = {
       siteUrl: 'https://overleaf.com',
     }
+    ctx.onboardingDataCollection = {
+      companyDivisionDepartment: '',
+      companyJobTitle: '',
+      firstName: 'Dos',
+      governmentJobTitle: '',
+      institutionName: '',
+      lastName: 'Mukasan',
+      nonprofitDivisionDepartment: '',
+      nonprofitJobTitle: '',
+      otherJobTitle: '',
+      primaryOccupation: 'company',
+      role: 'conductor',
+      subjectArea: 'music',
+      updatedAt: '2025-09-04T12:12:21.628Z',
+      usedLatex: 'occasionally',
+    }
     ctx.TagsHandler = {
       promises: {
         getAllTags: sinon.stub().resolves(ctx.tags),
@@ -67,6 +83,9 @@ describe('ProjectListController', function () {
     ctx.UserModel = {
       findById: sinon.stub().resolves(ctx.user),
     }
+    ctx.OnboardingDataCollectionModel = {
+      findById: sinon.stub().resolves(ctx.onboardingDataCollection),
+    }
     ctx.UserPrimaryEmailCheckHandler = {
       requiresPrimaryEmailCheck: sinon.stub().returns(false),
     }
@@ -209,6 +228,10 @@ describe('ProjectListController', function () {
       User: ctx.UserModel,
     }))
 
+    vi.doMock('../../../../app/src/models/OnboardingDataCollection', () => ({
+      OnboardingDataCollection: ctx.OnboardingDataCollectionModel,
+    }))
+
     vi.doMock('../../../../app/src/Features/Project/ProjectGetter', () => ({
       default: ctx.ProjectGetter,
     }))