Abraham

Guide your users in the one true path.

Abraham injects dynamically-generated Shepherd 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.

• 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

Requirements

• Abraham needs to know the current user to track tour views, e.g. current_user from Devise.
• Abraham is tested on Rails 5.2, 6.0, and 6.1

Installation

Add abraham to your Gemfile:

gem 'abraham'

Install the gem and run the installer:

$ bundle install
$ rails generate abraham:install
$ rails db:migrate

Install the JavaScript dependencies:

$ yarn add jquery@^3.4.0 js-cookie@^2.2.0 shepherd.js@^6.0.0-beta

Require abraham in app/assets/javascripts/application.js

//= require abraham

Require a CSS theme in app/assets/stylesheets/application.scss

*= require abraham/theme-default

Abraham provides the following themes:

• theme-default
• theme-dark

Update config/abraham.yml if you choose a different theme:

defaults: &defaults
  :tour_options: '{ defaultStepOptions: { classes: "theme-dark" } }'

You can also write your own Shepherd theme based on Shepherd's default CSS.

Tell Abraham where to insert its generated JavaScript in app/views/layouts/application.html.erb, just before the closing body tag:

<%= abraham_tour %>
</body>
</html>

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.

config/
└── tours/
    └── blog/
    │   ├── show.en.yml
    │   └── show.es.yml    
    └── articles/
        ├── index.en.yml
        ├── index.es.yml
        ├── show.en.yml
        └── show.es.yml

NB: 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).

intro:
  steps:
    1:
      text: "Welcome to your dashboard! This is where we'll highlight key information to manage your day."
    2:
      title: "Events"
      text: "If you're participating in any events today, we'll show that here."
      attachTo:
        element: ".dashboard-events"
        placement: "right"
    3:
      title: "Search"
      text: "You can find anything else by using the search bar."
      attachTo:
        element: ".navbar-primary form"
        placement: "bottom"

Abraham takes care of which buttons should appear with each step:

• "Later" and "Continue" buttons on the first step
• "Exit" and "Next" buttons on intermediate steps
• "Done" button on the last step

When you specify an attachTo element, use the placement option to choose where the callout should appear relative to that element:

• bottom / bottom center
• bottom left
• bottom right
• center / middle / middle center
• left / `middle left'
• right / middle right
• top / top center
• top left
• top right

Abraham tries to be helpful when your tour steps attach to page elements that are missing:

• 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)
• If your tour has an intermediate step attached to a missing element, Abraham will skip that step and automatically show the next. (#6)

Testing your tours

Abraham loads tour definitions once when you start your server. Restart your server to see tour changes.

If you'd like to run JavaScript integrations tests without the Abraham tours getting in the way, clear the Abraham configuration in your test helper, e.g.

Rails.application.configure do
  config.abraham.tours = {}
end

Full example

We provide a small example app 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.

If you were using Abraham v1, you'll want to take the following steps to upgrade:

1. Update your gem to the latest version
2. Fix your yarn dependencies to use the right versions
3. Shepherd no longer provides a set of themes. Abraham maintains two of the legacy themes: default and dark. You'll want to choose one of those or migrate your theme to the new Shepherd structure.
4. Abraham now exposes the entire Shepherd configuration object, so your abraham.yml file should now fully define the tour_options value instead of default_theme
5. There's been a slight change to initializers/abraham.rb. Replace yours with the latest.

If you have any trouble at all, please submit an issue for assistance!

Contributing

Contributions are welcome!

Create a feature branch (using git-flow) and submit as a pull request (with a base branch of develop).

Everyone interacting in Abraham's codebase, issue tracker, etc. is expected to follow the Contributor Covenent Code of Conduct.

Getting started with the source code

Abraham uses rvm with a gemset to ensure the appropriate version of Ruby and its dependencies. Make sure that's installed before you get started.

~ git clone git@github.com:actmd/abraham.git
Cloning into 'abraham'...
~ cd abraham
ruby-2.5.3 - #gemset created /Users/jon/.rvm/gems/ruby-2.5.3@abraham
ruby-2.5.3 - #generating abraham wrappers - please wait
~ bundle install
Bundle complete! 13 Gemfile dependencies, 73 gems now installed.
Use `bundle info [gemname]` to see where a bundled gem is installed.
~ yarn install

Testing

Testing locally

This Rails engine contains a test app called dummy with controller and system tests. They'll all get run with rails t.

Please note that if you change anything in the lib/generators folder (i.e. configuration, intializer, migration) you'll need to migrate the dummy app accordingly.

Final testing should be done in a standalone Rails app, following the README instructions.

To install the abraham gem with a local path:

gem 'abraham', path: '~/Workspace/abraham'

Automated testing

We use TravisCI to automatically test this engine with Rails 5.2, 6.0, and 6.1. For test history, venture over to TravisCI.

Releasing

Create a git-flow release:

$ git flow release start VERSION_NUMBER

Edit lib/abraham/version.rb and increase the version number.

Build the gem and push to Rubygems:

$ rake build
$ gem push pkg/abraham-VERSION_NUMBER.gem

Finish the git-flow release and push to GitHub:

$ git flow release finish
$ git push origin develop
$ git push origin master
$ git push --tags