New: Manually triggered tours
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README.md
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README.md
@ -10,6 +10,7 @@ Abraham injects dynamically-generated [Shepherd](https://shepherdjs.dev/) JavaSc
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* Define tour content with simple YAML files, in any/many languages.
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* Organize tours by controller and action.
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* Trigger tours automatically on page load or manually via JavaScript event.
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* Plays nicely with Turbolinks.
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* Ships with two basic CSS themes (default & dark) -- or write your own
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@ -77,7 +78,7 @@ Tell Abraham where to insert its generated JavaScript in `app/views/layouts/appl
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## Defining your tours
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Define your tours in the `config/tours` directory. Its directory structure should mirror your application's controllers, and the tour files should mirror your actions/views.
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Define your tours in the `config/tours` directory corresponding to the views defined in your application. Its directory structure should mirror your application's controllers, and the tour files should mirror your actions/views.
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```
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config/
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@ -92,11 +93,15 @@ config/
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└── show.es.yml
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```
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NB: You must specify a locale in the filename, even if you're only supporting one language.
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For example, per above, when a Spanish-speaking user visits `/articles/`, they'll see the tours defined by `config/tours/articles/index.es.yml`.
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(Note: You must specify a locale in the filename, even if you're only supporting one language.)
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### Tour content
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A tour is composed of a series of steps. A step may have a title and must have a description. You may attach a step to a particular element on the page, and place the callout in a particular position (see below).
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Within a tour file, each tour is composed of a series of **steps**. A step may have a title and must have a description. You may attach a step to a particular element on the page, and place the callout in a particular position.
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In this example, we define a tour called "intro" with 3 steps:
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```yaml
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intro:
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@ -129,7 +134,7 @@ When you specify an `attachTo` element, use the `placement` option to choose whe
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* `bottom left`
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* `bottom right`
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* `center` / `middle` / `middle center`
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* `left` / `middle left'
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* `left` / `middle left`
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* `right` / `middle right`
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* `top` / `top center`
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* `top left`
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@ -140,6 +145,38 @@ Abraham tries to be helpful when your tour steps attach to page elements that ar
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* If your first step is attached to a particular element, and that element is not present on the page, the tour won't start. ([#28](https://github.com/actmd/abraham/issues/28))
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* If your tour has an intermediate step attached to a missing element, Abraham will skip that step and automatically show the next. ([#6](https://github.com/actmd/abraham/issues/6))
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### Automatic vs. manual tours
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By default, Abraham will automatically trigger a tour that the current user hasn't seen yet. You can instead define a tour to be triggered manually using the `trigger` option:
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```yml
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walkthrough:
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trigger: "manual"
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steps:
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1:
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text: "This walkthrough will show you how to..."
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```
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Abraham creates a JavaScript event based on the tour name that you can wire into a link or button on that page. In the above example, you would use the `abraham:walthrough:startNow` event to make the tour appear:
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```
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<button id="startTour">Start tour</button>
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<script>
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document.querySelector("#startTour").addEventListener("click", function() {
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document.dispatchEvent(new Event('abraham:walthrough:startNow'));
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});
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</script>
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```
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...or if you use jQuery:
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```
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<script>
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$("#startTour").on("click", function() { $(document).trigger('abraham:walthrough:startNow'); })
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</script>
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```
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### Testing your tours
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Abraham loads tour definitions once when you start your server. Restart your server to see tour changes.
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@ -1,6 +1,11 @@
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//= require js-cookie/src/js.cookie
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//= require shepherd.js/dist/js/shepherd
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var abrahamReady = (callback) => {
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if (document.readyState != "loading") callback();
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else document.addEventListener("DOMContentLoaded", callback);
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}
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document.addEventListener('turbolinks:before-cache', function() {
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// Remove visible product tours
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document.querySelectorAll(".shepherd-element").forEach(function(el) { el.remove() });
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@ -1,26 +1,57 @@
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# frozen_string_literal: true
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module AbrahamHelper
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# def abraham_tour
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# # Do we have tours for this controller/action in the user's locale?
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# tours = Rails.configuration.abraham.tours["#{controller_name}.#{action_name}.#{I18n.locale}"]
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# tours ||= Rails.configuration.abraham.tours["#{controller_name}.#{action_name}.#{I18n.default_locale}"]
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# if tours
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# completed = AbrahamHistory.where(
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# creator_id: current_user.id,
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# controller_name: controller_name,
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# action_name: action_name
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# )
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# remaining = tours.keys - completed.map(&:tour_name)
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# if remaining.any?
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# # Generate the javascript snippet for the next remaining tour
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# render(partial: "application/abraham",
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# locals: { tour_name: remaining.first,
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# steps: tours[remaining.first]["steps"] })
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# end
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# end
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# end
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def abraham_tour
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# Do we have tours for this controller/action in the user's locale?
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tours = Rails.configuration.abraham.tours["#{controller_name}.#{action_name}.#{I18n.locale}"]
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# Otherwise, default to the default locale
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tours ||= Rails.configuration.abraham.tours["#{controller_name}.#{action_name}.#{I18n.default_locale}"]
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if tours
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# Have any automatic tours been completed already?
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completed = AbrahamHistory.where(
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creator_id: current_user.id,
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controller_name: controller_name,
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action_name: action_name
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)
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remaining = tours.keys - completed.map(&:tour_name)
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if remaining.any?
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# Generate the javascript snippet for the next remaining tour
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render(partial: "application/abraham",
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locals: { tour_name: remaining.first,
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steps: tours[remaining.first]["steps"] })
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tour_keys_completed = completed.map(&:tour_name)
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tour_keys = tours.keys
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tour_html = ''
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tour_keys.each do |key|
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tour_html += render(partial: "application/abraham",
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locals: { tour_name: key,
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tour_completed: tour_keys_completed.include?(key),
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trigger: tours[key]["trigger"],
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steps: tours[key]["steps"] })
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end
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tour_html.html_safe
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end
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end
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@ -1,7 +1,8 @@
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<script>
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var tour = new Shepherd.Tour(<%= Rails.configuration.abraham.tour_options.html_safe unless Rails.configuration.abraham.tour_options.nil? %>);
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var abraham_tour_<%= tour_name %> = new Shepherd.Tour(<%= Rails.configuration.abraham.tour_options.html_safe unless Rails.configuration.abraham.tour_options.nil? %>);
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tour.on("complete", function() {
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<% if trigger != 'manual' %>
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abraham_tour_<%= tour_name %>.on("complete", function() {
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// Make AJAX call to save history of tour completion
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return fetch("/abraham_histories/", {
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method: "POST",
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@ -15,12 +16,13 @@
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});
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});
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tour.on("cancel", function() {
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abraham_tour_<%= tour_name %>.on("cancel", function() {
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Cookies.set('<%= abraham_cookie_prefix %>-<%= tour_name %>', 'later', { domain: '<%= abraham_domain %>' });
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});
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<% end %>
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<% steps.each_with_index do |(key, step), index| %>
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tour.addStep({
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abraham_tour_<%= tour_name %>.addStep({
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id: 'step-<%= key %>',
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<% if step.key?('title') %>
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title: "<%= step['title'] %>",
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@ -34,35 +36,45 @@
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},
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<% end %>
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buttons: [
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<% if index == 0 %>
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{ text: '<%= t('abraham.later') %>', action: tour.cancel, classes: 'shepherd-button-secondary' },
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{ text: '<%= t('abraham.continue') %>', action: tour.next }
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<% if index == steps.size - 1 %>
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{ text: '<%= t('abraham.done') %>', action: abraham_tour_<%= tour_name %>.complete }
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<% else %>
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<% if index == steps.size - 1 %>
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{ text: '<%= t('abraham.done') %>', action: tour.complete }
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<% else %>
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{ text: '<%= t('abraham.exit') %>', action: tour.cancel, classes: 'shepherd-button-secondary' },
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{ text: '<%= t('abraham.next') %>', action: tour.next }
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<% end %>
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<% if index == 0 %>
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{ text: '<%= t('abraham.later') %>', action: abraham_tour_<%= tour_name %>.cancel, classes: 'shepherd-button-secondary' },
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{ text: '<%= t('abraham.continue') %>', action: abraham_tour_<%= tour_name %>.next }
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<% else %>
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{ text: '<%= t('abraham.exit') %>', action: abraham_tour_<%= tour_name %>.cancel, classes: 'shepherd-button-secondary' },
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{ text: '<%= t('abraham.next') %>', action: abraham_tour_<%= tour_name %>.next }
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<% end %>
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<% end %>
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]
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});
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<% end %>
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tour.start = function (start) {
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return function () {
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// Don't start the tour if the user dismissed it once this session
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var tourMayStart = !Cookies.get('<%= abraham_cookie_prefix %>-<%= tour_name %>', {domain: '<%= abraham_domain %>'});
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<% if steps.first[1]['attachTo'] %>
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// Dispatch this event to do cookie and element checks before starting (default)
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document.addEventListener('abraham:<%= tour_name %>:start', function() {
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// Don't start tour if a cookie says not to
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var tourMayStart = !Cookies.get('<%= abraham_cookie_prefix %>-<%= tour_name %>', {domain: '<%= abraham_domain %>'});
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<% if steps.first[1]['attachTo'] %>
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// Don't start the tour if the first step's element is missing
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tourMayStart = tourMayStart && document.querySelector("<%= steps.first[1]['attachTo']['element'] %>");
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<% end %>
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if (tourMayStart) {
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start();
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}
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<% end %>
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if (tourMayStart) {
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document.dispatchEvent(new Event('abraham:<%= tour_name %>:startNow'));
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}
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}(tour.start)
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});
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tour.start()
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// Dispatch this event to start the tour manually
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document.addEventListener('abraham:<%= tour_name %>:startNow', function() {
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// Don't start the tour if another one is already active on the screen
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if (!Shepherd.activeTour) {
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abraham_tour_<%= tour_name %>.start();
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}
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});
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<% if !tour_completed && trigger != 'manual' %>
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abrahamReady(function() {
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document.dispatchEvent(new Event('abraham:<%= tour_name %>:start'));
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});
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<% end %>
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</script>
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@ -5,4 +5,17 @@
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a content element to notice
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</div>
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<button id="show_manual">Show manual tour</button>
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<button id="show_another_manual">Show ANOTHER manual tour</button>
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<script>
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document.querySelector("#show_manual").addEventListener("click", function() {
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document.dispatchEvent(new Event('abraham:a_manual_tour:startNow'));
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});
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document.querySelector("#show_another_manual").addEventListener("click", function() {
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document.dispatchEvent(new Event('abraham:another_manual_tour:startNow'));
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});
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</script>
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<%= link_to "Other Page", dashboard_other_url %>
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@ -11,6 +11,10 @@
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<body>
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<%= yield %>
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<hr>
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<p><em>current_user.id = <%= current_user.id %></em></p>
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<%= abraham_tour %>
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</body>
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</html>
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@ -17,3 +17,13 @@ intro:
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attachTo:
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element: ".notice-me"
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placement: "right"
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a_manual_tour:
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trigger: manual
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steps:
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1:
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text: "You triggered the manual tour"
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another_manual_tour:
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trigger: manual
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steps:
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1:
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text: "You triggered the OTHER manual tour"
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element: "p"
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placement: "top"
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tour_two:
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steps:
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1:
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title: "TOUR TWO step one ENGLISH"
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text: "we show this on your second visit"
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# tour_two:
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# steps:
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# 1:
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# title: "TOUR TWO step one ENGLISH"
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# text: "we show this on your second visit"
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@ -17,6 +17,11 @@ class ToursTest < ApplicationSystemTestCase
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assert_selector ".shepherd-button", text: "Continue"
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find(".shepherd-button", text: "Continue").click
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# Now try to manually trigger another tour
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find('#show_manual').click
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# Even though we triggered another tour, it should not appear since one is already active
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assert_selector ".shepherd-element", count: 1, visible: true
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# Tour Step 2
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assert_selector ".shepherd-header", text: "ENGLISH This step has a title"
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assert_selector ".shepherd-text", text: "ENGLISH This intermediate step has some text"
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@ -40,6 +45,17 @@ class ToursTest < ApplicationSystemTestCase
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# Tour should not reappear on reload
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visit dashboard_home_url
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refute_selector ".shepherd-element"
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# Now start a manual tour
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find('#show_manual').click
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assert_selector ".shepherd-element", visible: true
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assert_selector ".shepherd-text", text: "You triggered the manual tour"
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assert_selector ".shepherd-button", text: "Done"
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find(".shepherd-button", text: "Done").click
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# Even though we finished the manual tour, we can start it again right away
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find('#show_manual').click
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assert_selector ".shepherd-element", visible: true
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end
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test "mark a tour for Later and it will not come back in this session" do
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