Module: RailsOnboarding::Onboardable
- Extended by:
- ActiveSupport::Concern
- Defined in:
- app/models/concerns/rails_onboarding/onboardable.rb
Constant Summary collapse
- MAX_TOOLTIPS_SHOWN =
Maximum sizes for JSON fields to prevent memory issues
1000- MAX_MILESTONES_ACHIEVED =
500- MAX_JSON_SIZE_BYTES =
~64KB for TEXT columns
65_535
Instance Method Summary collapse
- #achieve_milestone!(milestone_key, session_id: nil) ⇒ Object
-
#achieved_milestone_entries ⇒ Array<Array(String, Time, nil)>
Every achievement as a [key, achieved_at] pair, in the order it was awarded.
-
#achieved_milestones ⇒ Object
Milestones.
-
#available_tooltips ⇒ Object
Get available tooltips that haven't been shown.
-
#can_go_back? ⇒ Boolean
Rollback & Navigation Methods.
- #complete_onboarding!(session_id: nil, completion_time: nil) ⇒ Object
-
#complete_onboarding_step!(step_name, session_id: nil, time_spent: nil) ⇒ void
(also: #complete_step)
Complete the current onboarding step and advance to the next.
- #current_onboarding_step ⇒ Object (also: #current_step_info)
-
#dismiss_tooltip(tooltip_id, session_id: nil) ⇒ Object
Dismiss a tooltip (marks as shown and tracks as dismissed).
- #end_onboarding_replay! ⇒ Object
- #go_back!(session_id: nil) ⇒ Object
- #go_to_step!(step_name, session_id: nil) ⇒ Object
-
#mark_onboarding_step_replayed!(step_name) ⇒ Object
Record that the user has now seen this step.
- #mark_tooltip_shown!(feature, session_id: nil) ⇒ Object (also: #mark_tooltip_shown)
- #milestone_achieved?(milestone_key) ⇒ Boolean
-
#milestone_achieved_at(milestone_key) ⇒ Time?
Get the timestamp when a specific milestone was achieved.
- #milestones_available ⇒ Object
-
#needs_onboarding? ⇒ Boolean
Determines if the user needs to go through onboarding.
- #next_onboarding_step ⇒ Object (also: #next_step)
-
#onboarding_progress ⇒ Integer
(also: #onboarding_progress_percentage)
Calculate onboarding progress as a percentage.
-
#onboarding_skipped? ⇒ Boolean
Onboarding skipped check.
-
#onboarding_step_replayed?(step_name) ⇒ Boolean
Has the user been shown this step since the current replay began?.
-
#onboarding_steps ⇒ Array<Hash>
Returns the onboarding steps for this user.
- #previous_onboarding_step ⇒ Object (also: #previous_step)
- #recent_milestones(limit: 5) ⇒ Object
-
#replaying_onboarding? ⇒ Boolean
Is this user currently re-walking the flow?.
-
#reset_onboarding!(clear_milestones: true) ⇒ Boolean
(also: #reset_onboarding)
Clear onboarding state so the user starts over.
-
#reset_tooltips! ⇒ Object
Reset all tooltips (mark all as not shown).
-
#restart_onboarding!(session_id: nil, clear_milestones: true) ⇒ Object
Reset and immediately re-enter the flow at step one.
-
#show_feature_tooltip?(feature) ⇒ Boolean
Feature tooltips.
- #skip_onboarding!(session_id: nil) ⇒ Object
- #skip_onboarding_step!(step_name, session_id: nil) ⇒ Object (also: #skip_step)
- #start_onboarding!(session_id: nil) ⇒ Object
-
#start_onboarding_replay! ⇒ Boolean
False when the host app hasn't run the replay migration.
-
#step_completed?(step_name) ⇒ Boolean
Check if a specific step has been completed.
-
#tooltip_shown?(tooltip_id) ⇒ Boolean
Check if a specific tooltip has been shown to this user.
- #total_milestone_points ⇒ Object
- #track_tooltip_interaction!(feature, action, session_id: nil) ⇒ Object
Instance Method Details
#achieve_milestone!(milestone_key, session_id: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 380 def achieve_milestone!(milestone_key, session_id: nil) return false unless RailsOnboarding.configuration.enable_milestones return false if milestone_achieved?(milestone_key) milestone_config = RailsOnboarding.configuration.milestone_by_key(milestone_key) return false unless milestone_config points_earned = milestone_config[:points] || 0 achieved_at = Time.current self.milestones_achieved ||= [] # Store as hash with timestamp for new achievements self.milestones_achieved << { "key" => milestone_key.to_s, "achieved_at" => achieved_at.iso8601 } self.milestone_points = (milestone_points || 0) + points_earned self.last_milestone_at = achieved_at persist_and_track! do AnalyticsEvent.track_milestone_achieved( user: self, milestone_key: milestone_key, points_earned: points_earned, session_id: session_id ) end milestone_config end |
#achieved_milestone_entries ⇒ Array<Array(String, Time, nil)>
Every achievement as a [key, achieved_at] pair, in the order it was awarded.
#achieved_milestones gives the keys and #milestone_achieved_at dates one key at a time; anything that needs both at once (the admin dashboard counting achievements per period, for one) would otherwise re-scan the array once per key and re-implement the two stored formats for itself.
achieved_at is nil only for a legacy string entry on a record with no
last_milestone_at to fall back on - the achievement is real, its date
simply was never stored. Callers filtering by date should decide
deliberately what to do with those rather than dropping them by accident.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 333 def achieved_milestone_entries (milestones_achieved || []).map do |entry| if entry.is_a?(Hash) [ entry["key"].to_s, parse_achieved_at(entry["achieved_at"]) ] else [ entry.to_s, last_milestone_at ] end end end |
#achieved_milestones ⇒ Object
Milestones
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 304 def achieved_milestones milestones = milestones_achieved || [] # Warn about old format if any string entries are found if milestones.any? { |m| m.is_a?(String) } RailsOnboarding::Deprecation.deprecate_format( "Storing milestones as array of strings", new_format: "array of hashes with 'key' and 'achieved_at' fields", version: "2.0.0" ) end milestones.map { |m| m.is_a?(Hash) ? m["key"] : m.to_s } end |
#available_tooltips ⇒ Object
Get available tooltips that haven't been shown
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 634 def available_tooltips return [] unless RailsOnboarding.configuration.enable_tooltips RailsOnboarding.configuration.feature_tooltips.select do |key, _config| show_feature_tooltip?(key) end.map do |key, config| { id: key.to_s, title: config[:title], content: config[:content], target: config[:target], position: config[:position] || "top" } end end |
#can_go_back? ⇒ Boolean
Rollback & Navigation Methods
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 464 def can_go_back? return false unless onboarding_current_step current_index = RailsOnboarding.configuration.step_index(onboarding_current_step) current_index && current_index > 0 end |
#complete_onboarding!(session_id: nil, completion_time: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 192 def complete_onboarding!(session_id: nil, completion_time: nil) persist_and_track!( { onboarding_completed: true, onboarding_completed_at: Time.current, onboarding_current_step: nil }.merge(replay_reset_attributes) ) do AnalyticsEvent.track_onboarding_completed( user: self, completion_time: completion_time, was_skipped: false, session_id: session_id ) check_and_achieve_completion_milestones(session_id: session_id) end end |
#complete_onboarding_step!(step_name, session_id: nil, time_spent: nil) ⇒ void Also known as: complete_step
This method returns an undefined value.
Complete the current onboarding step and advance to the next
This method handles the core onboarding flow logic:
- Validates the step exists in the configuration
- Tracks step completion for analytics
- Checks and awards any relevant milestones
- Advances to the next step or completes onboarding if on the last step
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 161 def complete_onboarding_step!(step_name, session_id: nil, time_spent: nil) current_index = RailsOnboarding.configuration.step_index(step_name) if current_index.nil? # If step not found, complete onboarding complete_onboarding!(session_id: session_id) return end next_step = RailsOnboarding.configuration.steps[current_index + 1] if next_step update!(onboarding_current_step: next_step[:name]) else complete_onboarding!(session_id: session_id) end # Track step completion and check for milestones only after the step # change above has actually persisted - otherwise a failed save would # still leave behind an analytics event (and possibly an awarded # milestone) for a step completion that never happened. AnalyticsEvent.track_step_completed( user: self, step_name: step_name, step_index: current_index, time_spent: time_spent, session_id: session_id ) check_and_achieve_step_milestones(step_name, session_id: session_id) end |
#current_onboarding_step ⇒ Object Also known as: current_step_info
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 126 def current_onboarding_step return nil if onboarding_completed? step_name = onboarding_current_step || RailsOnboarding.configuration.steps.first[:name] step = RailsOnboarding.configuration.step_by_name(step_name) step || RailsOnboarding.configuration.steps.first end |
#dismiss_tooltip(tooltip_id, session_id: nil) ⇒ Object
Dismiss a tooltip (marks as shown and tracks as dismissed)
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 664 def dismiss_tooltip(tooltip_id, session_id: nil) # Mark as shown without tracking (to avoid duplicate event) self.feature_tooltips_shown ||= {} self.feature_tooltips_shown[tooltip_id.to_s] = Time.current.iso8601 save! # Track as dismissed, not shown AnalyticsEvent.track_tooltip_interaction( user: self, tooltip_feature: tooltip_id, action: "dismissed", session_id: session_id ) true rescue StandardError => e Rails.logger.error("Failed to dismiss tooltip: #{e.}") false end |
#end_onboarding_replay! ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 564 def end_onboarding_replay! return false unless self.class.onboarding_replay_supported? update!(replay_reset_attributes) true end |
#go_back!(session_id: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 476 def go_back!(session_id: nil) return false unless can_go_back? prev_step = previous_onboarding_step return false unless prev_step from_step = onboarding_current_step persist_and_track!(onboarding_current_step: prev_step[:name]) do AnalyticsEvent.track_custom_event( user: self, event_name: "onboarding_step_back", event_data: { from_step: from_step, to_step: prev_step[:name] }, session_id: session_id ) end true end |
#go_to_step!(step_name, session_id: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 495 def go_to_step!(step_name, session_id: nil) step = RailsOnboarding.configuration.step_by_name(step_name) return false unless step from_step = onboarding_current_step persist_and_track!(onboarding_current_step: step_name) do AnalyticsEvent.track_custom_event( user: self, event_name: "onboarding_step_jump", event_data: { from_step: from_step, to_step: step_name }, session_id: session_id ) end true end |
#mark_onboarding_step_replayed!(step_name) ⇒ Object
Record that the user has now seen this step. No-op outside a replay.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 582 def mark_onboarding_step_replayed!(step_name) return false unless return false if onboarding_step_replayed?(step_name) self.onboarding_replay_steps = (onboarding_replay_steps || []) + [ step_name.to_s ] save! true end |
#mark_tooltip_shown!(feature, session_id: nil) ⇒ Object Also known as: mark_tooltip_shown
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 268 def mark_tooltip_shown!(feature, session_id: nil) self.feature_tooltips_shown ||= {} # Trim old entries if approaching limit if feature_tooltips_shown.size >= MAX_TOOLTIPS_SHOWN trim_oldest_tooltips end self.feature_tooltips_shown[feature.to_s] = Time.current.iso8601 persist_and_track! do AnalyticsEvent.track_tooltip_interaction( user: self, tooltip_feature: feature, action: "shown", session_id: session_id ) end end |
#milestone_achieved?(milestone_key) ⇒ Boolean
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 343 def milestone_achieved?(milestone_key) achieved_milestones.include?(milestone_key.to_s) end |
#milestone_achieved_at(milestone_key) ⇒ Time?
Get the timestamp when a specific milestone was achieved
This method supports both old (string array) and new (hash array) formats for backwards compatibility. For old format data, it returns last_milestone_at as a fallback since per-milestone timestamps weren't stored.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 357 def milestone_achieved_at(milestone_key) return nil unless milestone_achieved?(milestone_key) # Support both old array format and new hash format milestones = milestones_achieved || [] milestone = milestones.find do |m| if m.is_a?(Hash) m["key"].to_s == milestone_key.to_s else m.to_s == milestone_key.to_s end end # Return timestamp if available, otherwise return last_milestone_at as fallback if milestone.is_a?(Hash) && milestone["achieved_at"] Time.parse(milestone["achieved_at"]) else last_milestone_at end rescue StandardError last_milestone_at end |
#milestones_available ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 415 def milestones_available return [] unless RailsOnboarding.configuration.enable_milestones RailsOnboarding.configuration.milestones.reject { |m| milestone_achieved?(m[:key]) } end |
#needs_onboarding? ⇒ Boolean
Determines if the user needs to go through onboarding
This method checks the configuration setting and user state to determine if onboarding should be shown. It supports different strategies:
- :new_users - Only users created within the last hour
- :all_users - All users who haven't completed onboarding
- Proc - Custom logic defined in configuration
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 74 def needs_onboarding? return false if onboarding_completed? return false if onboarding_skipped? case RailsOnboarding.configuration.onboarding_required_for when :new_users # Users imported before the gem was installed can have a NULL # created_at. An unknown signup time is not a recent one, so they're # treated as existing users rather than crashing on every request. created_at.present? && created_at > 1.hour.ago when :all_users true when Proc RailsOnboarding.configuration.onboarding_required_for.call(self) else true end end |
#next_onboarding_step ⇒ Object Also known as: next_step
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 138 def next_onboarding_step return nil if onboarding_completed? current_index = RailsOnboarding.configuration.step_index(onboarding_current_step) return RailsOnboarding.configuration.steps.first unless current_index next_step = RailsOnboarding.configuration.steps[current_index + 1] next_step end |
#onboarding_progress ⇒ Integer Also known as: onboarding_progress_percentage
Calculate onboarding progress as a percentage
Returns a value between 0 and 100 representing how far the user has progressed through the onboarding flow. Calculation is based on current step position divided by total steps.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 102 def onboarding_progress return 100 if onboarding_completed? # onboarding_current_step is only written once a step is *completed*, so a # member who has not finished one yet has nil here while # #current_onboarding_step already reports the first step. Without the same # fallback the two disagree: the progress markers show "1 of 5" and the bar # reads 0%, then jumps to 40% at step two. Fall back the same way, so the # first step measures as the first step. step_name = onboarding_current_step || RailsOnboarding.configuration.steps.first&.dig(:name) return 0 unless step_name current_index = RailsOnboarding.configuration.step_index(step_name) return 0 if current_index.nil? total_steps = RailsOnboarding.configuration.total_steps ((current_index + 1).to_f / total_steps * 100).round end |
#onboarding_skipped? ⇒ Boolean
Onboarding skipped check
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 684 def onboarding_skipped? onboarding_skipped == true end |
#onboarding_step_replayed?(step_name) ⇒ Boolean
Has the user been shown this step since the current replay began?
True whenever no replay is active, so callers can gate auto-advance on it unconditionally and get the ordinary behaviour outside a replay.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 575 def onboarding_step_replayed?(step_name) return true unless (onboarding_replay_steps || []).map(&:to_s).include?(step_name.to_s) end |
#onboarding_steps ⇒ Array<Hash>
Returns the onboarding steps for this user
If multi-tenant support is enabled and the user has an organization, returns organization-specific steps. Otherwise returns the default steps.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 605 def onboarding_steps # Check for organization-specific steps via MultiTenant if respond_to?(:current_organization_id) && current_organization_id MultiTenant.steps_for(current_organization_id) elsif respond_to?(:organization_id) && organization_id MultiTenant.steps_for(organization_id) else RailsOnboarding.configuration.steps end end |
#previous_onboarding_step ⇒ Object Also known as: previous_step
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 470 def previous_onboarding_step return nil unless can_go_back? current_index = RailsOnboarding.configuration.step_index(onboarding_current_step) RailsOnboarding.configuration.steps[current_index - 1] end |
#recent_milestones(limit: 5) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 420 def recent_milestones(limit: 5) return [] unless RailsOnboarding.configuration.enable_milestones achieved_milestones.last(limit).map do |key| RailsOnboarding.configuration.milestone_by_key(key) end.compact end |
#replaying_onboarding? ⇒ Boolean
Is this user currently re-walking the flow?
False once they finish, so a completed user is never stuck in replay.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 549 def return false unless self.class.onboarding_replay_supported? return false if onboarding_completed? onboarding_replay_started_at.present? end |
#reset_onboarding!(clear_milestones: true) ⇒ Boolean Also known as: reset_onboarding
Clear onboarding state so the user starts over.
Milestones are cleared by default. achieve_milestone! is idempotent (it returns false for anything already in milestones_achieved), so leaving them behind means a user sent back through the flow can never re-earn them and finishes with no milestone notice at all. Pass clear_milestones: false to keep them - worth doing where a host app's milestones record real achievements rather than onboarding progress.
Any in-flight replay is cancelled: a bare reset drops the user back to the default behaviour, where a step whose :complete_if already passes is advanced past automatically. Use restart_onboarding! to reset and replay.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 245 def reset_onboarding!(clear_milestones: true) attributes = { onboarding_completed: false, onboarding_completed_at: nil, onboarding_skipped: false, onboarding_current_step: nil, feature_tooltips_shown: {} } attributes.merge!(milestone_reset_attributes) if clear_milestones attributes.merge!(replay_reset_attributes) update!(attributes) end |
#reset_tooltips! ⇒ Object
Reset all tooltips (mark all as not shown)
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 289 def reset_tooltips! self.feature_tooltips_shown = {} save! end |
#restart_onboarding!(session_id: nil, clear_milestones: true) ⇒ Object
Reset and immediately re-enter the flow at step one.
Unlike a bare reset this turns replay mode on, so a user whose host-app data already satisfies every :complete_if walks the steps again instead of being auto-advanced straight back to "completed" on their next visit to /onboarding. See replaying_onboarding?.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 518 def restart_onboarding!(session_id: nil, clear_milestones: true) previous_step = onboarding_current_step was_completed = onboarding_completed reset_onboarding!(clear_milestones: clear_milestones) start_onboarding_replay! start_onboarding!(session_id: session_id) AnalyticsEvent.track_custom_event( user: self, event_name: "onboarding_restarted", event_data: { previous_step: previous_step, was_completed: was_completed }, session_id: session_id ) end |
#show_feature_tooltip?(feature) ⇒ Boolean
Feature tooltips
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 260 def show_feature_tooltip?(feature) return false unless RailsOnboarding.configuration.enable_tooltips return false unless RailsOnboarding.configuration.feature_tooltips[feature.to_s] shown_tooltips = (feature_tooltips_shown || {}) !shown_tooltips[feature.to_s] end |
#skip_onboarding!(session_id: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 210 def skip_onboarding!(session_id: nil) persist_and_track!( { onboarding_completed: true, onboarding_completed_at: Time.current, onboarding_skipped: true, onboarding_current_step: nil }.merge(replay_reset_attributes) ) do AnalyticsEvent.track_onboarding_completed( user: self, completion_time: nil, was_skipped: true, session_id: session_id ) end end |
#skip_onboarding_step!(step_name, session_id: nil) ⇒ Object Also known as: skip_step
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 442 def skip_onboarding_step!(step_name, session_id: nil) current_index = RailsOnboarding.configuration.step_index(step_name) return unless current_index next_step = RailsOnboarding.configuration.steps[current_index + 1] if next_step update!(onboarding_current_step: next_step[:name]) else complete_onboarding!(session_id: session_id) end AnalyticsEvent.track_step_skipped( user: self, step_name: step_name, step_index: current_index, session_id: session_id ) end |
#start_onboarding!(session_id: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 428 def start_onboarding!(session_id: nil) return if onboarding_completed? # Set initial step if not already set if onboarding_current_step.nil? && RailsOnboarding.configuration.steps.any? update!(onboarding_current_step: RailsOnboarding.configuration.steps.first[:name]) end AnalyticsEvent.track_onboarding_started( user: self, session_id: session_id ) end |
#start_onboarding_replay! ⇒ Boolean
Returns false when the host app hasn't run the replay migration.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 557 def start_onboarding_replay! return false unless self.class.onboarding_replay_supported? update!(onboarding_replay_started_at: Time.current, onboarding_replay_steps: []) true end |
#step_completed?(step_name) ⇒ Boolean
Check if a specific step has been completed
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 617 def step_completed?(step_name) return false unless step_name step_index = RailsOnboarding.configuration.step_index(step_name) return false if step_index.nil? # If onboarding is completed, all steps are completed return true if onboarding_completed? # Check if current step is past the requested step current_index = RailsOnboarding.configuration.step_index(onboarding_current_step) return false if current_index.nil? current_index > step_index end |
#tooltip_shown?(tooltip_id) ⇒ Boolean
Check if a specific tooltip has been shown to this user
This method directly checks the user's feature_tooltips_shown hash to determine if a tooltip was marked as shown, regardless of whether the tooltip is configured in the application settings.
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 658 def tooltip_shown?(tooltip_id) shown_tooltips = feature_tooltips_shown || {} shown_tooltips.key?(tooltip_id.to_s) end |
#total_milestone_points ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 411 def total_milestone_points milestone_points || 0 end |
#track_tooltip_interaction!(feature, action, session_id: nil) ⇒ Object
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# File 'app/models/concerns/rails_onboarding/onboardable.rb', line 294 def track_tooltip_interaction!(feature, action, session_id: nil) AnalyticsEvent.track_tooltip_interaction( user: self, tooltip_feature: feature, action: action, session_id: session_id ) end |