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Skippable tours #11255

Merged
merged 7 commits into from
Jul 19, 2023
Original file line number Diff line number Diff line change
@@ -1,5 +1,5 @@
<script>
import { Popover, Layout, Heading, Body, Button } from "@budibase/bbui"
import { Popover, Layout, Heading, Body, Button, Link } from "@budibase/bbui"
import { store } from "builderStore"
import { TOURS } from "./tours.js"
import { goto, layout, isActive } from "@roxi/routify"
Expand All @@ -10,17 +10,20 @@
let tourStep
let tourStepIdx
let lastStep
let skipping = false

$: tourNodes = { ...$store.tourNodes }
$: tourKey = $store.tourKey
$: tourStepKey = $store.tourStepKey
$: tour = TOURS[tourKey]
$: tourOnSkip = tour?.onSkip

const updateTourStep = (targetStepKey, tourKey) => {
if (!tourKey) {
return
}
if (!tourSteps?.length) {
tourSteps = [...TOURS[tourKey]]
tourSteps = [...tour.steps]
}
tourStepIdx = getCurrentStepIdx(tourSteps, targetStepKey)
lastStep = tourStepIdx + 1 == tourSteps.length
Expand Down Expand Up @@ -71,23 +74,8 @@
tourStep.onComplete()
}
popover.hide()
if (tourStep.endRoute) {
$goto(tourStep.endRoute)
}
}
}

const previousStep = async () => {
if (tourStepIdx > 0) {
let target = tourSteps[tourStepIdx - 1]
if (target) {
store.update(state => ({
...state,
tourStepKey: target.id,
}))
navigateStep(target)
} else {
console.log("Could not retrieve step")
if (tour.endRoute) {
$goto(tour.endRoute)
}
}
}
Expand Down Expand Up @@ -132,16 +120,23 @@
</Body>
<div class="tour-footer">
<div class="tour-navigation">
{#if tourStepIdx > 0}
<Button
{#if typeof tourOnSkip === "function"}
<Link
secondary
on:click={previousStep}
disabled={tourStepIdx == 0}
quiet
on:click={() => {
skipping = true
tourOnSkip()
if (tour.endRoute) {
$goto(tour.endRoute)
}
}}
disabled={skipping}
>
<div>Back</div>
</Button>
Skip
</Link>
{/if}
<Button cta on:click={nextStep}>
<Button cta on:click={nextStep} disabled={skipping}>
<div>{lastStep ? "Finish" : "Next"}</div>
</Button>
</div>
Expand All @@ -157,9 +152,10 @@
padding: var(--spacing-xl);
}
.tour-navigation {
grid-gap: var(--spectrum-alias-grid-baseline);
grid-gap: var(--spacing-xl);
display: flex;
justify-content: end;
align-items: center;
}
.tour-body :global(.feature-list) {
margin-bottom: 0px;
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -13,7 +13,7 @@

const registerTourNode = (tourKey, stepKey) => {
if (ready && !registered && tourKey) {
currentTourStep = TOURS[tourKey].find(step => step.id === stepKey)
currentTourStep = TOURS[tourKey].steps.find(step => step.id === stepKey)
if (!currentTourStep) {
return
}
Expand Down
198 changes: 100 additions & 98 deletions packages/builder/src/components/portal/onboarding/tours.js
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,7 @@ import { auth } from "stores/portal"
import analytics from "analytics"
import { OnboardingData, OnboardingDesign, OnboardingPublish } from "./steps"
import { API } from "api"

const ONBOARDING_EVENT_PREFIX = "onboarding"

export const TOUR_STEP_KEYS = {
Expand All @@ -20,6 +21,37 @@ export const TOUR_KEYS = {
FEATURE_ONBOARDING: "feature-onboarding",
}

const endUserOnboarding = async ({ skipped = false } = {}) => {
// Mark the users onboarding as complete
// Clear all tour related state
if (get(auth).user) {
try {
await API.updateSelf({
onboardedAt: new Date().toISOString(),
})

if (skipped) {
tourEvent("skipped")
}

// Update the cached user
await auth.getSelf()

store.update(state => ({
...state,
tourNodes: undefined,
tourKey: undefined,
tourKeyStep: undefined,
onboarding: false,
}))
} catch (e) {
console.log("Onboarding failed", e)
return false
}
return true
}
}

const tourEvent = eventKey => {
analytics.captureEvent(`${ONBOARDING_EVENT_PREFIX}:${eventKey}`, {
eventSource: EventSource.PORTAL,
Expand All @@ -28,111 +60,81 @@ const tourEvent = eventKey => {

const getTours = () => {
return {
[TOUR_KEYS.TOUR_BUILDER_ONBOARDING]: [
{
id: TOUR_STEP_KEYS.BUILDER_DATA_SECTION,
title: "Data",
route: "/builder/app/:application/data",
layout: OnboardingData,
query: ".topleftnav .spectrum-Tabs-item#builder-data-tab",
onLoad: async () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_DATA_SECTION)
},
align: "left",
},
{
id: TOUR_STEP_KEYS.BUILDER_DESIGN_SECTION,
title: "Design",
route: "/builder/app/:application/design",
layout: OnboardingDesign,
query: ".topleftnav .spectrum-Tabs-item#builder-design-tab",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_DESIGN_SECTION)
[TOUR_KEYS.TOUR_BUILDER_ONBOARDING]: {
steps: [
{
id: TOUR_STEP_KEYS.BUILDER_DATA_SECTION,
title: "Data",
route: "/builder/app/:application/data",
layout: OnboardingData,
query: ".topleftnav .spectrum-Tabs-item#builder-data-tab",
onLoad: async () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_DATA_SECTION)
},
align: "left",
},
align: "left",
},
{
id: TOUR_STEP_KEYS.BUILDER_AUTOMATION_SECTION,
title: "Automations",
route: "/builder/app/:application/automation",
query: ".topleftnav .spectrum-Tabs-item#builder-automation-tab",
body: "Once you have your app screens made, you can set up automations to fit in with your current workflow",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_AUTOMATION_SECTION)
{
id: TOUR_STEP_KEYS.BUILDER_DESIGN_SECTION,
title: "Design",
route: "/builder/app/:application/design",
layout: OnboardingDesign,
query: ".topleftnav .spectrum-Tabs-item#builder-design-tab",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_DESIGN_SECTION)
},
align: "left",
},
align: "left",
},
{
id: TOUR_STEP_KEYS.BUILDER_USER_MANAGEMENT,
title: "Users",
query: ".toprightnav #builder-app-users-button",
body: "Add users to your app and control what level of access they have.",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_USER_MANAGEMENT)
{
id: TOUR_STEP_KEYS.BUILDER_AUTOMATION_SECTION,
title: "Automations",
route: "/builder/app/:application/automation",
query: ".topleftnav .spectrum-Tabs-item#builder-automation-tab",
body: "Once you have your app screens made, you can set up automations to fit in with your current workflow",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_AUTOMATION_SECTION)
},
align: "left",
},
},
{
id: TOUR_STEP_KEYS.BUILDER_APP_PUBLISH,
title: "Publish",
layout: OnboardingPublish,
route: "/builder/app/:application/design",
endRoute: "/builder/app/:application/data",
query: ".toprightnav #builder-app-publish-button",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_APP_PUBLISH)
{
id: TOUR_STEP_KEYS.BUILDER_USER_MANAGEMENT,
title: "Users",
query: ".toprightnav #builder-app-users-button",
body: "Add users to your app and control what level of access they have.",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_USER_MANAGEMENT)
},
},
onComplete: async () => {
// Mark the users onboarding as complete
// Clear all tour related state
if (get(auth).user) {
await API.updateSelf({
onboardedAt: new Date().toISOString(),
})

// Update the cached user
await auth.getSelf()

store.update(state => ({
...state,
tourNodes: undefined,
tourKey: undefined,
tourKeyStep: undefined,
onboarding: false,
}))
}
{
id: TOUR_STEP_KEYS.BUILDER_APP_PUBLISH,
title: "Publish",
layout: OnboardingPublish,
route: "/builder/app/:application/design",
query: ".toprightnav #builder-app-publish-button",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.BUILDER_APP_PUBLISH)
},
onComplete: endUserOnboarding,
},
],
onSkip: async () => {
await endUserOnboarding({ skipped: true })
},
],
[TOUR_KEYS.FEATURE_ONBOARDING]: [
{
id: TOUR_STEP_KEYS.FEATURE_USER_MANAGEMENT,
title: "Users",
query: ".toprightnav #builder-app-users-button",
body: "Add users to your app and control what level of access they have.",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.FEATURE_USER_MANAGEMENT)
endRoute: "/builder/app/:application/data",
},
[TOUR_KEYS.FEATURE_ONBOARDING]: {
steps: [
{
id: TOUR_STEP_KEYS.FEATURE_USER_MANAGEMENT,
title: "Users",
query: ".toprightnav #builder-app-users-button",
body: "Add users to your app and control what level of access they have.",
onLoad: () => {
tourEvent(TOUR_STEP_KEYS.FEATURE_USER_MANAGEMENT)
},
onComplete: endUserOnboarding,
},
onComplete: async () => {
// Push the onboarding forward
if (get(auth).user) {
await API.updateSelf({
onboardedAt: new Date().toISOString(),
})

// Update the cached user
await auth.getSelf()

store.update(state => ({
...state,
tourNodes: undefined,
tourKey: undefined,
tourKeyStep: undefined,
onboarding: false,
}))
}
},
},
],
],
},
}
}

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -27,7 +27,7 @@
import TourPopover from "components/portal/onboarding/TourPopover.svelte"
import BuilderSidePanel from "./_components/BuilderSidePanel.svelte"
import { UserAvatars } from "@budibase/frontend-core"
import { TOUR_KEYS, TOURS } from "components/portal/onboarding/tours.js"
import { TOUR_KEYS } from "components/portal/onboarding/tours.js"
import PreviewOverlay from "./_components/PreviewOverlay.svelte"

export let application
Expand Down Expand Up @@ -87,17 +87,10 @@
// Check if onboarding is enabled.
if (isEnabled(TENANT_FEATURE_FLAGS.ONBOARDING_TOUR)) {
if (!$auth.user?.onboardedAt) {
// Determine the correct step
const activeNav = $layout.children.find(c => $isActive(c.path))
const onboardingTour = TOURS[TOUR_KEYS.TOUR_BUILDER_ONBOARDING]
const targetStep = activeNav
? onboardingTour.find(step => step.route === activeNav?.path)
: null
await store.update(state => ({
...state,
onboarding: true,
tourKey: TOUR_KEYS.TOUR_BUILDER_ONBOARDING,
tourStepKey: targetStep?.id,
}))
} else {
// Feature tour date
Expand Down
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