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Author SHA1 Message Date
Jonathan Abbett
0a55cd0e83 Final tweak to the README. 2021-04-21 14:55:54 -04:00
Jonathan Abbett
3d21f3a092 Improved cleanup on Turbolinks navigation 2021-04-20 14:59:45 -04:00
Jonathan Abbett
8663c2ed6c Fix link position on test page 2021-04-16 16:25:16 -04:00
Jonathan Abbett
ae06540ea0 Better handling of tour triggering 2021-04-16 16:09:56 -04:00
Jonathan Abbett
5917e0a6a9 Final touches, updates to README 2021-04-15 21:44:04 -04:00
Jonathan Abbett
c3d20b9cb7 New: Manually triggered tours 2021-04-15 21:06:32 -04:00
9 changed files with 186 additions and 45 deletions

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@ -6,12 +6,13 @@ _Guide your users in the one true path._
![Watercolor Sheep](https://upload.wikimedia.org/wikipedia/commons/e/e4/Watercolor_Sheep_Drawing.jpg)
Abraham injects dynamically-generated [Shepherd](https://shepherdjs.dev/) JavaScript code into your Rails application whenever a user should see a guided tour. Skip a tour, and we'll try again next time; complete a tour, and it won't show up again.
Abraham makes it easy to show guided tours to users of your Rails application. When Abraham shows a tour, it keeps track of whether the user has completed it (so it doesn't get shown again) or dismissed it for later (so it reappears in a future user session).
* Define tour content with simple YAML files, in any/many languages.
* Organize tours by controller and action.
* Plays nicely with Turbolinks.
* Ships with two basic CSS themes (default & dark) -- or write your own
* Trigger tours automatically on page load or manually via JavaScript method.
* Built with the [Shepherd JS](https://shepherdjs.dev/) library. Plays nicely with Turbolinks.
* Ships with two basic CSS themes (default & dark) — or write your own
## Requirements
@ -38,7 +39,7 @@ $ rails db:migrate
Install the JavaScript dependencies:
```
$ yarn add jquery@^3.4.0 js-cookie@^2.2.0 shepherd.js@^6.0.0-beta
$ yarn add js-cookie@^2.2.0 shepherd.js@^6.0.0-beta
```
Require `abraham` in `app/assets/javascripts/application.js`
@ -77,7 +78,7 @@ Tell Abraham where to insert its generated JavaScript in `app/views/layouts/appl
## Defining your tours
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.
Define your tours in the `config/tours` directory corresponding to the views defined in your application. Its directory structure mirrors your application's controllers, and the tour files mirror your actions/views.
```
config/
@ -92,11 +93,15 @@ config/
└── show.es.yml
```
NB: You must specify a locale in the filename, even if you're only supporting one language.
For example, per above, when a Spanish-speaking user visits `/articles/`, they'll see the tours defined by `config/tours/articles/index.es.yml`.
(Note: You must specify a locale in the filename, even if you're only supporting one language.)
### Tour content
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).
Within a tour file, each tour is composed of a series of **steps**. A step may have a `title` and must have `text`. You may attach a step to a particular element on the page, and place the callout in a particular position.
In this example, we define a tour called "intro" with 3 steps:
```yaml
intro:
@ -129,7 +134,7 @@ When you specify an `attachTo` element, use the `placement` option to choose whe
* `bottom left`
* `bottom right`
* `center` / `middle` / `middle center`
* `left` / `middle left'
* `left` / `middle left`
* `right` / `middle right`
* `top` / `top center`
* `top left`
@ -140,6 +145,38 @@ Abraham tries to be helpful when your tour steps attach to page elements that ar
* 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))
* 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))
### Automatic vs. manual tours
By default, Abraham will automatically start a tour that the current user hasn't seen yet. You can instead define a tour to be triggered manually using the `trigger` option:
```yml
walkthrough:
trigger: "manual"
steps:
1:
text: "This walkthrough will show you how to..."
```
This tour will not start automatically; instead, use the `Abraham.startTour` method with the tour name:
```
<button id="startTour">Start tour</button>
<script>
document.querySelector("#startTour").addEventListener("click", function() {
Abraham.startTour("walkthrough"));
});
</script>
```
...or if you happen to use jQuery:
```
<script>
$("#startTour").on("click", function() { Abraham.startTour('walkthrough'); })
</script>
```
### Testing your tours
Abraham loads tour definitions once when you start your server. Restart your server to see tour changes.
@ -154,11 +191,11 @@ end
## Full example
We provide a [small example app](https://github.com/actmd/abraham-example) that implements abraham, so you can see it in action.
We provide a [small example app](https://github.com/actmd/abraham-example) that implements Abraham, so you can see it in action.
## Upgrading from version 1
Abraham v1 was built using Shepherd 1.8, v2 now uses Shepherd 6 -- quite a jump, yes.
Abraham v1 was built using Shepherd 1.8, v2 now uses Shepherd 6 quite a jump, yes.
If you were using Abraham v1, you'll want to take the following steps to upgrade:

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@ -1,7 +1,28 @@
//= require js-cookie/src/js.cookie
//= require shepherd.js/dist/js/shepherd
var Abraham = new Object();
Abraham.tours = {};
Abraham.incompleteTours = [];
Abraham.startTour = function(tourName) {
if (!Shepherd.activeTour) {
Abraham.tours[tourName].start();
}
};
Abraham.startNextIncompleteTour = function() {
if (Abraham.incompleteTours.length) {
Abraham.tours[Abraham.incompleteTours[0]].checkAndStart();
}
};
document.addEventListener("DOMContentLoaded", Abraham.startNextIncompleteTour);
document.addEventListener("turbolinks:load", Abraham.startNextIncompleteTour);
document.addEventListener('turbolinks:before-cache', function() {
// Remove visible product tours
document.querySelectorAll(".shepherd-element").forEach(function(el) { el.remove() });
// Clear Abraham data
Abraham.tours = {};
Abraham.incompleteTours = [];
});

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@ -4,23 +4,31 @@ module AbrahamHelper
def abraham_tour
# Do we have tours for this controller/action in the user's locale?
tours = Rails.configuration.abraham.tours["#{controller_name}.#{action_name}.#{I18n.locale}"]
# Otherwise, default to the default locale
tours ||= Rails.configuration.abraham.tours["#{controller_name}.#{action_name}.#{I18n.default_locale}"]
if tours
# Have any automatic tours been completed already?
completed = AbrahamHistory.where(
creator_id: current_user.id,
controller_name: controller_name,
action_name: action_name
)
remaining = tours.keys - completed.map(&:tour_name)
if remaining.any?
# Generate the javascript snippet for the next remaining tour
render(partial: "application/abraham",
locals: { tour_name: remaining.first,
steps: tours[remaining.first]["steps"] })
tour_keys_completed = completed.map(&:tour_name)
tour_keys = tours.keys
tour_html = ''
tour_keys.each do |key|
tour_html += render(partial: "application/abraham",
locals: { tour_name: key,
tour_completed: tour_keys_completed.include?(key),
trigger: tours[key]["trigger"],
steps: tours[key]["steps"] })
end
tour_html.html_safe
end
end

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@ -1,7 +1,8 @@
<script>
var tour = new Shepherd.Tour(<%= Rails.configuration.abraham.tour_options.html_safe unless Rails.configuration.abraham.tour_options.nil? %>);
Abraham.tours["<%= tour_name %>"] = new Shepherd.Tour(<%= Rails.configuration.abraham.tour_options.html_safe unless Rails.configuration.abraham.tour_options.nil? %>);
tour.on("complete", function() {
<% if trigger != 'manual' %>
Abraham.tours["<%= tour_name %>"].on("complete", function() {
// Make AJAX call to save history of tour completion
return fetch("/abraham_histories/", {
method: "POST",
@ -15,12 +16,13 @@
});
});
tour.on("cancel", function() {
Abraham.tours["<%= tour_name %>"].on("cancel", function() {
Cookies.set('<%= abraham_cookie_prefix %>-<%= tour_name %>', 'later', { domain: '<%= abraham_domain %>' });
});
<% end %>
<% steps.each_with_index do |(key, step), index| %>
tour.addStep({
Abraham.tours["<%= tour_name %>"].addStep({
id: 'step-<%= key %>',
<% if step.key?('title') %>
title: "<%= step['title'] %>",
@ -34,35 +36,40 @@
},
<% end %>
buttons: [
<% if index == 0 %>
{ text: '<%= t('abraham.later') %>', action: tour.cancel, classes: 'shepherd-button-secondary' },
{ text: '<%= t('abraham.continue') %>', action: tour.next }
<% if index == steps.size - 1 %>
{ text: '<%= t('abraham.done') %>', action: Abraham.tours["<%= tour_name %>"].complete }
<% else %>
<% if index == steps.size - 1 %>
{ text: '<%= t('abraham.done') %>', action: tour.complete }
<% else %>
{ text: '<%= t('abraham.exit') %>', action: tour.cancel, classes: 'shepherd-button-secondary' },
{ text: '<%= t('abraham.next') %>', action: tour.next }
<% end %>
<% if index == 0 %>
{ text: '<%= t('abraham.later') %>', action: Abraham.tours["<%= tour_name %>"].cancel, classes: 'shepherd-button-secondary' },
{ text: '<%= t('abraham.continue') %>', action: Abraham.tours["<%= tour_name %>"].next }
<% else %>
{ text: '<%= t('abraham.exit') %>', action: Abraham.tours["<%= tour_name %>"].cancel, classes: 'shepherd-button-secondary' },
{ text: '<%= t('abraham.next') %>', action: Abraham.tours["<%= tour_name %>"].next }
<% end %>
<% end %>
]
});
<% end %>
tour.start = function (start) {
return function () {
// Don't start the tour if the user dismissed it once this session
var tourMayStart = !Cookies.get('<%= abraham_cookie_prefix %>-<%= tour_name %>', {domain: '<%= abraham_domain %>'});
<% if steps.first[1]['attachTo'] %>
// Don't start the tour if the first step's element is missing
tourMayStart = tourMayStart && document.querySelector("<%= steps.first[1]['attachTo']['element'] %>");
<% end %>
if (tourMayStart) {
start();
<% if trigger != "manual" %>
Abraham.tours["<%= tour_name %>"].checkAndStart = function (start) {
return function () {
// Don't start the tour if the user dismissed it once this session
var tourMayStart = !Cookies.get('<%= abraham_cookie_prefix %>-<%= tour_name %>', {domain: '<%= abraham_domain %>'});
<% if steps.first[1]['attachTo'] %>
// Don't start the tour if the first step's element is missing
tourMayStart = tourMayStart && document.querySelector("<%= steps.first[1]['attachTo']['element'] %>");
<% end %>
if (tourMayStart) {
start();
}
}
}
}(tour.start)
}(Abraham.tours["<%= tour_name %>"].start)
<% if !tour_completed %>
Abraham.incompleteTours.push("<%= tour_name %>");
<% end %>
<% end %>
tour.start()
</script>

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@ -1,8 +1,26 @@
<h1>Dashboard#home</h1>
<p>Find me in app/views/dashboard/home.html.erb</p>
<%= link_to "Other Page", dashboard_other_url %>
<div class="notice-me" style="width:300px;height:300px;background-color:whitesmoke;">
a content element to notice
</div>
<%= link_to "Other Page", dashboard_other_url %>
<button id="restart_automatic">Restart the automatic tour</button>
<button id="show_manual">Show manual tour</button>
<button id="show_another_manual">Show ANOTHER manual tour</button>
<script>
document.querySelector("#restart_automatic").addEventListener("click", function() {
Abraham.startTour("intro");
});
document.querySelector("#show_manual").addEventListener("click", function() {
Abraham.startTour("a_manual_tour");
});
document.querySelector("#show_another_manual").addEventListener("click", function() {
Abraham.startTour("another_manual_tour");
});
</script>

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@ -1,2 +1,4 @@
<h1>Dashboard#other</h1>
<p>Find me in app/views/dashboard/other.html.erb</p>
<%= link_to "Home Page", dashboard_home_url %>

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@ -11,6 +11,10 @@
<body>
<%= yield %>
<hr>
<p><em>current_user.id = <%= current_user.id %></em></p>
<%= abraham_tour %>
</body>
</html>

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@ -17,3 +17,13 @@ intro:
attachTo:
element: ".notice-me"
placement: "right"
a_manual_tour:
trigger: manual
steps:
1:
text: "You triggered the manual tour"
another_manual_tour:
trigger: manual
steps:
1:
text: "You triggered the OTHER manual tour"

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@ -17,6 +17,11 @@ class ToursTest < ApplicationSystemTestCase
assert_selector ".shepherd-button", text: "Continue"
find(".shepherd-button", text: "Continue").click
# Now try to manually trigger another tour
find('#show_manual').click
# Even though we triggered another tour, it should not appear since one is already active
assert_selector ".shepherd-element", count: 1, visible: true
# Tour Step 2
assert_selector ".shepherd-header", text: "ENGLISH This step has a title"
assert_selector ".shepherd-text", text: "ENGLISH This intermediate step has some text"
@ -40,6 +45,17 @@ class ToursTest < ApplicationSystemTestCase
# Tour should not reappear on reload
visit dashboard_home_url
refute_selector ".shepherd-element"
# Now start a manual tour
find('#show_manual').click
assert_selector ".shepherd-element", visible: true
assert_selector ".shepherd-text", text: "You triggered the manual tour"
assert_selector ".shepherd-button", text: "Done"
find(".shepherd-button", text: "Done").click
# Even though we finished the manual tour, we can start it again right away
find('#show_manual').click
assert_selector ".shepherd-element", visible: true
end
test "mark a tour for Later and it will not come back in this session" do
@ -77,4 +93,22 @@ class ToursTest < ApplicationSystemTestCase
# No tour should be visible, since the first step is invalid
refute_selector ".shepherd-element"
end
test "page with two incomplete tours shows them on consecutive visits" do
# First tour should appear at first visit
visit dashboard_other_url
assert_selector ".shepherd-element", visible: true
assert_selector ".shepherd-header", text: "TOUR ONE step one ENGLISH"
find(".shepherd-button", text: "Done").click
# Second tour should appear at second visit
visit dashboard_other_url
assert_selector ".shepherd-element", visible: true
assert_selector ".shepherd-header", text: "TOUR TWO step one ENGLISH"
find(".shepherd-button", text: "Done").click
# Now no tours should appear since they're both done
visit dashboard_other_url
refute_selector ".shepherd-element"
end
end