MixPanel Analytics Skill

When to Use This Skill

Use this Skill in the Django4Lyfe backend when working with MixPanel analytics tracking in the optimo_analytics module:

• /mixpanel-analytics:implement – to implement new MixPanel tracking events or update existing ones following established patterns (7-step checklist).
• /mixpanel-analytics:review – to review MixPanel implementations for correctness, PII protection, and adherence to Django4Lyfe standards.

Example Prompts

Implement Mode

• "Use /mixpanel-analytics:implement to add a new event for tracking when a user completes their profile setup."
• "Run /mixpanel-analytics:implement svc.surveys.reminder_sent to add tracking for survey reminder notifications."
• "Implement MixPanel tracking for the new HRIS CSV validation feature using /mixpanel-analytics:implement."

Review Mode

• "Run /mixpanel-analytics:review staged to check my staged MixPanel changes for PII violations and pattern compliance."
• "Use /mixpanel-analytics:review branch to audit all analytics changes on this feature branch."
• "Review the entire optimo_analytics module with /mixpanel-analytics:review all."

Modes

This Skill behaves differently based on how it is invoked:

• implement mode – invoked via /mixpanel-analytics:implement:
  • Guides implementation of new MixPanel events through 7 steps.
  • Creates constants, schemas, registry entries, service methods, and tests.
  • Enforces PII protection and code patterns.
• review mode – invoked via /mixpanel-analytics:review:
  • Audits existing implementations for compliance.
  • Checks PII protection, schema design, service patterns, and test coverage.
  • Generates structured review reports with severity tags.

Environment & Context Gathering

When this Skill runs, gather context first:

# Git context
git branch --show-current
git status --porcelain
git diff --cached --name-only | grep -E "optimo_analytics|mixpanel"

# Analytics module stats
grep -c "^    [A-Z_]* = " optimo_analytics/constants.py 2>/dev/null || echo "0"
grep -c "^class Mxp" optimo_analytics/schemas.py 2>/dev/null || echo "0"
grep -c "MixPanelEvent\." optimo_analytics/registry.py 2>/dev/null || echo "0"
ls -1 optimo_analytics/service/*.py 2>/dev/null | xargs -I{} basename {} .py

Read key reference files:

• optimo_analytics/AGENTS.md – module-level rules and PII guidelines
• optimo_analytics/schemas.py – existing schema patterns
• optimo_analytics/service/AGENTS.md – service layer patterns
• optimo_analytics/tests/AGENTS.md – test patterns

---

Implementation Mode

7-Step Implementation Checklist

For each new event, complete these steps in order:

Step 1: Add Event Constant (optimo_analytics/constants.py)

# Event naming convention: {prefix}.{object}.{action}[.error]
# Examples:
#   - svc.surveys.survey_delivered
#   - svc.map.action_plan_created
#   - svc.hris_csv.upload.analysis_completed
#
# NOTE: Do NOT include "cron" in event names - use is_cron_job property instead

class MixPanelEvent:
    # Add under appropriate section with comment
    NEW_EVENT_NAME = "svc.domain.action_name"

Step 2: Create Schema (optimo_analytics/schemas.py)

# Schema naming: Mxp{Domain}{Action}EventSchema
# CRITICAL RULES:
#   - All UUIDs MUST be strings (str, not UUID)
#   - NO PII: no names, emails, phone numbers
#   - organization_name IS allowed (business approved)
#   - Use STRICT_MODEL_CONFIG (no aliases) or ALIASED_MODEL_CONFIG ($ aliases)

class MxpNewEventSchema(MixpanelSuperEventPropertiesSchema):
    """Properties for svc.domain.action_name event.

    Tracked when [describe when this event fires].
    """

    # Required fields (no defaults)
    employee_id: str = Field(description="Employee UUID as string")
    organization_id: str = Field(description="Organization UUID as string")
    organization_name: str = Field(description="Organization name for analytics")
    role: SystemRole | None = Field(description="User role")
    impersonation: bool = Field(description="Is impersonated session")

    # Event-specific fields
    custom_field: str = Field(description="What this field represents")

    # Use STRICT_MODEL_CONFIG for internal-only schemas
    # Use ALIASED_MODEL_CONFIG when field names need $ prefix for MixPanel (e.g., $device_id)
    model_config = STRICT_MODEL_CONFIG

Step 3: Register in Registry (optimo_analytics/registry.py)

# Add import at top
from optimo_analytics.schemas import MxpNewEventSchema

# Add to _EVENT_SCHEMA_REGISTRY dict
_EVENT_SCHEMA_REGISTRY: dict[str, type[MixpanelSuperEventPropertiesSchema]] = {
    # ... existing entries ...
    MixPanelEvent.NEW_EVENT_NAME: MxpNewEventSchema,
}

Step 4: Add Tracking Helper (optimo_analytics/service/{domain}.py)

Choose appropriate service file or create new one:

• auth.py - Authentication events
• survey.py - Survey lifecycle events
• risk.py - Risk calculation events
• map.py - Manager Action Pipeline events
• core.py - Core/HRIS events

class OptimoMixpanel{Domain}TrackHelper:
    """Helper class for {Domain} event tracking."""

    @classmethod
    def track_new_event(
        cls,
        *,  # CRITICAL: Force keyword-only arguments
        employee_id: str,
        # ... other params ...
    ) -> None:
        """
        Track new event (svc.domain.action_name).

        Tracked when [describe trigger condition].

        Args:
            employee_id: Employee UUID as string
        """
        try:
            cls._track_new_event(
                employee_id=employee_id,
                # ... pass all args ...
            )
        except Exception:
            # Fire-and-forget: log but don't propagate
            logger.exception(
                "mixpanel_new_event_tracking_failed",
                employee_id=employee_id,
            )

    @staticmethod
    def _track_new_event(
        *,
        employee_id: str,
        # ... other params ...
    ) -> None:
        """Track new event implementation."""
        emp_info = OptimoMixpanelService._fetch_required_emp_info(
            employee_id=employee_id
        )

        properties = MxpNewEventSchema(
            employee_id=employee_id,
            organization_id=str(emp_info.organization.uuid),
            organization_name=emp_info.organization.name,
            role=emp_info.role,
            impersonation=False,
            # ... event-specific fields ...
        )

        # distinct_id fallback hierarchy:
        # 1. User's UUID (primary)
        # 2. org_<organization_uuid> (fallback when no user)
        # 3. Context-specific: slack_<id>, apikey_<id>, webhook_<id>
        distinct_id = employee_id  # or f"org_{org_uuid}" if no user
        OptimoMixpanelService.track_event(
            distinct_id=distinct_id,
            event_name=MixPanelEvent.NEW_EVENT_NAME,
            properties=properties,
        )

Step 5: Export from __init__.py (optimo_analytics/service/__init__.py)

# Add to imports
from optimo_analytics.service.{domain} import OptimoMixpanel{Domain}TrackHelper

# Add to __all__
__all__ = [
    # ... existing ...
    "OptimoMixpanel{Domain}TrackHelper",
]

Step 6: Add Tests (optimo_analytics/tests/test_{event}_event.py)

"""Tests for {Event} MixPanel tracking."""

from unittest.mock import patch
from uuid import uuid4

import pytest

from optimo_analytics.constants import MixPanelEvent
from optimo_analytics.registry import EVENT_SCHEMA_REGISTRY, is_event_registered
from optimo_analytics.schemas import MxpNewEventSchema
from optimo_analytics.service import OptimoMixpanel{Domain}TrackHelper

pytestmark = [pytest.mark.django_db]


@pytest.fixture(autouse=True)
def eager_jobs(settings):
    """Force synchronous job execution."""
    settings.OPTIMO_JOBS_EAGER_MODE = True
    yield
    settings.OPTIMO_JOBS_EAGER_MODE = False


@pytest.fixture
def mock_mixpanel():
    """Mock MixPanel client."""
    with patch("optimo_analytics.service.MixPanelFactory.get_client") as mock:
        yield mock.return_value


class TestNewEventSchema:
    """Test schema validation."""

    def test_schema_creation_with_valid_properties(self):
        """Schema accepts valid properties."""
        schema = MxpNewEventSchema(
            employee_id=str(uuid4()),
            organization_id=str(uuid4()),
            organization_name="Test Org",
            role=SystemRole.EMPLOYEE,
            impersonation=False,
        )
        assert schema.employee_id is not None


class TestNewEventRegistry:
    """Test registry registration."""

    def test_event_is_registered(self):
        """Event should be registered in schema registry."""
        assert is_event_registered(MixPanelEvent.NEW_EVENT_NAME)
        assert EVENT_SCHEMA_REGISTRY.get(MixPanelEvent.NEW_EVENT_NAME) is MxpNewEventSchema


class TestNewEventTracking:
    """Test service tracking method."""

    def test_tracking_calls_mixpanel(self, mock_mixpanel, optimo_employee):
        """Tracking should call MixPanel with correct properties."""
        OptimoMixpanel{Domain}TrackHelper.track_new_event(
            employee_id=str(optimo_employee.uuid),
        )
        mock_mixpanel.track.assert_called_once()


class TestNewEventNonBlocking:
    """Test fire-and-forget behavior."""

    def test_exception_does_not_propagate(self):
        """Tracking exceptions should be caught and logged."""
        with patch.object(
            OptimoMixpanel{Domain}TrackHelper,
            "_track_new_event",
            side_effect=Exception("boom"),
        ):
            # Should NOT raise
            OptimoMixpanel{Domain}TrackHelper.track_new_event(
                employee_id=str(uuid4()),
            )

Step 7: Integrate with Business Logic

from optimo_analytics.service import OptimoMixpanel{Domain}TrackHelper

def some_business_method(self, ...):
    # ... business logic ...

    # Track after successful operation
    OptimoMixpanel{Domain}TrackHelper.track_new_event(
        employee_id=str(employee.uuid),
    )

Critical Rules (DO NOT VIOLATE)

PII Protection

• NEVER send: names, emails, phone numbers, addresses
• ALLOWED: organization_name (business approved for analytics)
• ALWAYS use UUIDs as strings for identifiers

Code Patterns

• ALWAYS use keyword-only arguments (*, in method signature)
• ALWAYS wrap tracking in try-except (fire-and-forget)
• NEVER let tracking failures break business logic
• ALWAYS use structured logging with IDs only

Event Naming Convention

{prefix}.{object}.{action}[.error]

Examples:

• svc.surveys.survey_delivered
• svc.surveys.survey_delivered.error (for failures)
• svc.map.action_plan_created

Note: Do NOT include execution context (like "cron") in event names. Use is_cron_job property instead.

When to Use is_cron_job

NOT all background jobs need is_cron_job=True. Only set it when you need:

1. API time and tracking time to align - the event time should reflect the original user action, not when the CRON ran
2. Ordering events with same timestamp - distinguish CRON-processed events from user-triggered ones

When to set is_cron_job=True:

properties = MxpYourEventSchema(
    # ... other fields ...
    is_cron_job=True,
    cron_execution_timestamp=datetime_to_timestamp_ms(timezone.now()),
)

Validation: If is_cron_job=True, then cron_execution_timestamp is required (enforced by validate_cron_properties).

Schema Field Types

• UUIDs: str (never UUID)
• Timestamps: Use datetime_to_timestamp_ms() for MixPanel
• Enums: Use SystemRole | None, etc.
• Lists: list[str] for UUID lists

Optional Values for String Fields

NEVER override base schema fields as Optional to handle None values. Instead:

• For str fields that might have no value, pass empty string ""
• Do NOT duplicate organization_id, organization_name, employee_id, etc. with Optional[str] types in child schemas
• The base MixpanelSuperEventPropertiesSchema already defines these fields - inherit them, don't redefine

BAD - Don't do this:

class MxpNewEventSchema(MixpanelSuperEventPropertiesSchema):
    # WRONG: duplicating base fields as Optional
    organization_id: str | None = Field(default=None, description="...")
    organization_name: str | None = Field(default=None, description="...")

GOOD - Do this instead:

class MxpNewEventSchema(MixpanelSuperEventPropertiesSchema):
    # Inherit organization_id, organization_name from base schema
    # Pass empty string when value is not available
    pass

# In service method:
properties = MxpNewEventSchema(
    organization_id=str(org.uuid) if org else "",
    organization_name=org.name if org else "",
    # ...
)

## Post-Implementation Validations

```bash
# 1. Ruff lint and format
.bin/ruff check optimo_analytics/ --fix
.bin/ruff format optimo_analytics/

# 2. Type checking
.bin/ty check optimo_analytics/

# 3. Django checks
DJANGO_CONFIGURATION=DevApp uv run python manage.py check

# 4. Run tests
.bin/pytest optimo_analytics/tests/ -v --dc=TestLocalApp

---

Review Mode

Review Checklist

1. PII Protection (CRITICAL - P0)

MUST CHECK:

• [ ] No first_name, last_name, full_name, display_name in schemas
• [ ] No email, email_address, user_email fields
• [ ] No phone, phone_number, phone_e164 fields
• [ ] No address, city, country as free-text fields
• [ ] All identifiers are UUIDs as strings (not UUID objects)
• [ ] organization_name is ONLY sent to MixPanel, never logged

2. Event Registration Completeness (P1)

MUST VERIFY:

• [ ] Event constant exists in constants.py under MixPanelEvent
• [ ] Schema class exists in schemas.py
• [ ] Event is registered in registry.py _EVENT_SCHEMA_REGISTRY
• [ ] Schema inherits from MixpanelSuperEventPropertiesSchema

3. Schema Design (P1)

MUST VERIFY:

• [ ] All UUID fields are typed as str, not UUID
• [ ] All required fields have Field(description="...")
• [ ] Uses STRICT_MODEL_CONFIG or ALIASED_MODEL_CONFIG appropriately
• [ ] Enum fields use SystemRole | None pattern
• [ ] Docstring describes when the event is tracked
• [ ] Base schema fields from MixpanelSuperEventPropertiesSchema are NOT redefined as Optional[str] - pass empty string "" for missing values

4. Service Method Patterns (P1)

MUST VERIFY:

• [ ] Public method is @classmethod
• [ ] Uses keyword-only arguments (*, after cls)
• [ ] Has try-except wrapper (fire-and-forget)
• [ ] Exception handler logs with structured fields
• [ ] Private implementation is @staticmethod

5. Test Coverage (P2)

MUST HAVE:

• [ ] Schema validation tests
• [ ] Registry registration test
• [ ] Service tracking test with mock_mixpanel
• [ ] Non-blocking test (exception doesn't propagate)
• [ ] Uses pytestmark = [pytest.mark.django_db]

6. Naming Conventions (P2)

Event names: {prefix}.{object}.{action}[.error] Schema names: Mxp{Domain}{Action}EventSchema Helper names: OptimoMixpanel{Domain}TrackHelper

7. is_cron_job Usage (P2)

NOTE: Not all background jobs need is_cron_job=True. Only use when:

1. API time and tracking time need to align
2. Events with same timestamp need ordering

IF is_cron_job=True is used, MUST VERIFY:

• [ ] cron_execution_timestamp is provided as Unix milliseconds
• [ ] Event name does NOT contain "cron"

8. Timestamp Handling (P2)

MUST VERIFY:

• [ ] Uses datetime_to_timestamp_ms() for MixPanel timestamps
• [ ] Never sends ISO 8601 strings to MixPanel

9. distinct_id Selection (P1)

distinct_id MUST strictly follow this fallback hierarchy:

1. Primary: User's UUID (the authenticated user performing the action)
2. Fallback 1: org_<organization_uuid> (when no user context exists)
3. Fallback 2: Context-specific ID based on the entity being tracked:
   • Slack workspace: slack_<slack_workspace_id>
   • API key: apikey_<api_key_id>
   • Webhook: webhook_<webhook_id>

NEVER pass organization_id directly as distinct_id - always prefix with org_.

MUST VERIFY:

• [ ] distinct_id is user's UUID when user context is available
• [ ] distinctid uses `org<uuid>` prefix when falling back to organization
• [ ] distinct_id uses appropriate prefix for context-specific fallbacks
• [ ] distinct_id is NEVER a raw organization_id without prefix

10. Export Completeness (P3)

MUST VERIFY:

• [ ] New helper classes exported in service/__init__.py
• [ ] Added to __all__ list

Automated Checks

# 1. PII Scan
grep -rn "first_name\|last_name\|email\|phone\|address" optimo_analytics/schemas.py

# 2. UUID Type Check
grep -rn ": UUID" optimo_analytics/schemas.py

# 3. Registration Check
for event in $(grep "^    [A-Z_]* = " optimo_analytics/constants.py | cut -d'=' -f1 | tr -d ' '); do
    grep -q "$event" optimo_analytics/registry.py || echo "UNREGISTERED: $event"
done

# 4. Keyword-only Check
grep -rn "def track_" optimo_analytics/service/*.py | while read line; do
    file=$(echo $line | cut -d: -f1)
    linenum=$(echo $line | cut -d: -f2)
    if ! sed -n "$((linenum+1)),$((linenum+5))p" "$file" | grep -q '\*,'; then
        echo "MISSING *,: $line"
    fi
done

Review Output Format

# MixPanel Implementation Review

**Branch**: {branch}
**Scope**: {scope}
**Date**: {date}

## Summary

| Category | Status | Issues |
|----------|--------|--------|
| PII Protection | PASS/FAIL | {count} |
| Event Registration | PASS/FAIL | {count} |
| Schema Design | PASS/FAIL | {count} |
| Service Patterns | PASS/FAIL | {count} |
| Test Coverage | PASS/FAIL | {count} |

## Issues Found

### [P0] CRITICAL - {title}
**File**: `path:line`
**Issue**: Description
**Fix**: How to fix

### [P1] HIGH - {title}
...

## Recommendations

1. ...
2. ...

Severity Tags

• [P0] CRITICAL – PII violations, security issues; must fix before merge
• [P1] HIGH – Missing registrations, pattern violations; strongly recommended
• [P2] MEDIUM – Test coverage gaps, naming issues; should fix
• [P3] LOW – Minor improvements; nice to have

---

Post-Review Actions

After review, if issues found:

1. Create todo list of fixes
2. Apply fixes using /mixpanel-analytics:implement
3. Re-run review to verify

If review passes:

1. Run /monty-code-review:code-review for general code quality
2. Run /backend-atomic-commit:pre-commit for commit preparation
3. Run tests: .bin/pytest optimo_analytics/tests/ -v --dc=TestLocalApp

Compatibility Notes

This skill is designed to work with both Claude Code and OpenAI Codex.

For Codex users:

• Install via skill-installer with --repo DiversioTeam/agent-skills-marketplace --path plugins/mixpanel-analytics/skills/mixpanel-analytics.
• Use $skill mixpanel-analytics to invoke.

For Claude Code users:

• Install via /plugin install mixpanel-analytics@diversiotech.
• Use /mixpanel-analytics:implement or /mixpanel-analytics:review to invoke.