product_tours 0.1.0 → 0.1.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
checksums.yaml CHANGED
@@ -1,7 +1,7 @@
1
1
  ---
2
2
  SHA256:
3
- metadata.gz: 82d70df0c0b3463d2b4e49de5d2d8736c1ef50ab732a86bca87d5fcf2ebe0b51
4
- data.tar.gz: 2e010ecadc7381f7176f6525cddc4ed93719dc07528fd4fb17d8c63852abcc24
3
+ metadata.gz: fab25758d2c1f8d2c5671555ddfcc04a1c473c60271635ec1e1c191bf9791718
4
+ data.tar.gz: 42217e9e5f0f89d25c5bebafb93ad3918e77933707d98cd4d3277f9cc0e3920e
5
5
  SHA512:
6
- metadata.gz: f89e331dd2c34ffb12821a5f9159abc39c8f21bd78c6577048cdccf9895bed7eab76048a165234c8dd612f9c22a959440fc5d4d644eaa36807c3c6173a12e8d0
7
- data.tar.gz: 3a34a6f113643ba9076c69805e586ca073187124de304f51ef6ebf353b9baba42c3f8c7c0f4a59e8118e9044185adc36bc79b93f4f01334a222336b7eca2c537
6
+ metadata.gz: 3f2943f106b77da806858a18c719bd63311ad744b1fe08f637a747cf4f0f6dddb89d5399afe53d121acd6bb81da0b9db5cf560c5a307de39d45fe1440c6adc0f
7
+ data.tar.gz: 75b8e54316db23fecbe7ab4398993afd616893bd8d2bd75e3c4bf0b0c834b65e29f6a6d97ff0d2302736e3067fe2952509677def0bc2abb607a167f0b98e375c
data/AGENTS.md ADDED
@@ -0,0 +1,149 @@
1
+ # AGENTS.md
2
+
3
+ Instructions for coding agents. Two audiences:
4
+
5
+ - **[Installing product_tours into a Rails app](#installing-into-a-rails-app)** — you are working in a host app and were asked to add product tours, onboarding guides, or video tutorials.
6
+ - **[Working on the gem itself](#working-on-the-gem-itself)** — you are working in this repository.
7
+
8
+ Requirements: Ruby >= 3.2, Rails >= 7.1. Active Storage only for uploaded videos, Action Text only for rich descriptions — both optional and both degrade rather than raise.
9
+
10
+ If you are in a host app and this file is not in front of you, it ships inside the gem: `cat "$(bundle show product_tours)/AGENTS.md"`.
11
+
12
+ ---
13
+
14
+ ## Installing into a Rails app
15
+
16
+ ### 1. Install
17
+
18
+ ```bash
19
+ bundle add product_tours
20
+ bin/rails generate product_tours:install
21
+ bin/rails db:migrate
22
+ ```
23
+
24
+ The generator writes `config/initializers/product_tours.rb`, one migration (`product_tours_posts`), and `mount_product_tours at: "/product_tours"` into `config/routes.rb`. **In development the migration also inserts working demo tutorials**, so the modal has something to open before anyone has written content. Read the initializer it wrote — it is the source of truth over any summary of it, including this file.
25
+
26
+ ### 2. Wire the three things the generator cannot
27
+
28
+ **a. The widget tag**, once, in the layout:
29
+
30
+ ```erb
31
+ <%# app/views/layouts/application.html.erb, before </body> %>
32
+ <%= product_tours_tag %>
33
+ ```
34
+
35
+ The helper is injected into ActionView by the engine — no include, no import, no asset pipeline entry.
36
+
37
+ **b. A trigger**, wherever the tutorial is useful. This is the part that makes it different from a SaaS tour builder: nothing auto-attaches to DOM nodes, you put the button where it belongs.
38
+
39
+ ```erb
40
+ <button data-product-tour="billing_setup">Watch the billing guide</button>
41
+ ```
42
+
43
+ The value is a tutorial **key**, and the key must exist and be **published** or the trigger does nothing.
44
+
45
+ **c. `authorize_admin` — do this before deploying.** The dashboard at `/product_tours` defaults to **development only**. It fails closed, so shipping without this is not an open dashboard — it is a 403 reading "Forbidden. Set ProductTours.config.authorize_admin to grant access."
46
+
47
+ ```ruby
48
+ config.authorize_admin = ->(request) { request.env["warden"]&.user&.admin? }
49
+ ```
50
+
51
+ > **`enabled` and `authorize_admin` receive the raw `request`, not a controller.** Writing `->(request) { current_user }` is the most common mistake here — that method does not exist in this scope. Resolve the user *from the request*: Warden env, a signed cookie, `Current.user` if middleware already set it.
52
+
53
+ ```ruby
54
+ # Rails 8 built-in auth
55
+ config.authorize_admin = lambda do |request|
56
+ token = request.cookies["session_token"]
57
+ Session.find_signed(token)&.user&.admin? || false
58
+ end
59
+ ```
60
+
61
+ ### 3. Verify
62
+
63
+ ```bash
64
+ bin/rails routes | grep product_tours # engine mounted
65
+ bin/rails product_tours:seed_demo # refresh demo tutorials in every locale
66
+ ```
67
+
68
+ Then in the running app: open `/product_tours`, confirm the demo tutorials are listed, and click a `data-product-tour` button on one of your own pages.
69
+
70
+ ### Tutorials are content, not code
71
+
72
+ A tutorial is a row in `product_tours_posts`, written and published in the mounted dashboard. **Do not create tutorials from host-app migrations, seeds, or fixtures** — that is not how this gem is meant to be used, and it puts editorial content in schema history. If the app needs sample content, `bin/rails product_tours:seed_demo` is the supported path.
73
+
74
+ What a tutorial carries: a `key`, a title, an optional rich description, an optional video, and at most one primary action (a URL, or the key of the next tutorial — that link is what makes a walkthrough). Keys must match `/\A[a-z0-9]+(?:[._-][a-z0-9]+)*\z/` — lowercase, digits, and `. _ -` as separators. `Billing Setup` and `billingSetup` are invalid; `billing_setup` and `billing.step-1` are fine. `status` is `draft` or `published`, and the key is unique **per locale**, which is how translations work: one row per language for the same key, with locale fallback at resolve time.
75
+
76
+ ### Video providers
77
+
78
+ YouTube, Vimeo, Loom, Tella, Voomly, a direct MP4/WebM URL, or an uploaded file (needs Active Storage). Uploaded videos stream through the engine at `/product_tours/media/:id` — not a public blob URL. Do not build your own blob links.
79
+
80
+ **The engine edits the app's Content Security Policy.** It appends the providers' embed hosts to `frame-src` (or to `default-src` when `frame-src` is unset) in an initializer that runs after the host's own. That is deliberate — an embed silently blocked by CSP is a bad first five minutes — but know it happens, and do not hand-add those `frame-src` entries yourself. If the app sets its CSP somewhere unusual (a middleware, a per-controller override), that is where a blocked embed will come from.
81
+
82
+ ### Lifecycle events
83
+
84
+ Subscribe in an initializer; there is no callback config to set.
85
+
86
+ ```ruby
87
+ ActiveSupport::Notifications.subscribe("product_tours.completed") do |*, payload|
88
+ # payload has the tutorial key and request context
89
+ end
90
+ ```
91
+
92
+ Names: `product_tours.viewed`, `product_tours.dismissed`, `product_tours.completed`, and `product_tours.unresolved_trigger` — the last one fires when a `data-product-tour` button names a key that does not resolve. Subscribe to it in development; it turns "my button does nothing" into a log line naming the key.
93
+
94
+ ### Do not
95
+
96
+ - **Do not copy the widget JavaScript into `app/javascript`, or add a `<script>` tag for it.** `product_tours_tag` renders what is needed and the engine serves the code. There is no build step and nothing for esbuild/importmap/Tailwind to know about.
97
+ - **Do not create or edit tutorials in code** (see above).
98
+ - **Do not add provider hosts to `frame-src` by hand** — the engine already does it.
99
+ - **Do not serve uploaded videos by blob URL** — the gated media route exists so a leaked signed URL cannot hand over your content.
100
+ - **Do not install Active Storage or Action Text "to make it work"** unless the app actually wants uploads or rich text. Both are optional; the gem checks for them (`Post.video_upload_supported?`, `Post.description_supported?`) and simply offers less.
101
+
102
+ ### Configuration
103
+
104
+ There are five options. That is the whole surface.
105
+
106
+ | Option | Default | What it does |
107
+ | --- | --- | --- |
108
+ | `authorize_admin` | development only | **Who can read and edit tutorials. Set before deploying.** |
109
+ | `enabled` | everyone | Per-request gate for the widget and its endpoints |
110
+ | `admin_layout` | `product_tours/application` | Render the dashboard inside your admin shell |
111
+ | `mount_path` | `"/product_tours"` | Keep in sync with `mount_product_tours at:` |
112
+ | `storage_service` | app default | Active Storage service for uploaded video (a `storage.yml` key) |
113
+
114
+ 26 locales ship with the gem, RTL included.
115
+
116
+ ### Common failure modes
117
+
118
+ | Symptom | Cause |
119
+ | --- | --- |
120
+ | The trigger button does nothing | No tutorial with that key, or it is still a draft, or `product_tours_tag` is missing from the layout. Subscribe to `product_tours.unresolved_trigger` to see which |
121
+ | `/product_tours` returns 403 "Set ProductTours.config.authorize_admin to grant access" | Exactly what it says: still at the development-only default |
122
+ | Key rejected on save | It must match `/\A[a-z0-9]+(?:[._-][a-z0-9]+)*\z/` — no capitals, no spaces |
123
+ | Video area blank for an embed | CSP. The engine appends provider hosts to `frame-src`; a policy set outside `config.content_security_policy` will not have them |
124
+ | No upload option on the form | Active Storage not installed |
125
+ | No rich-text editor for the description | Action Text not installed |
126
+ | Duplicate-key error when adding a translation | The key is unique per locale — add the translation from the tutorial page rather than creating a second record by hand |
127
+
128
+ ---
129
+
130
+ ## Working on the gem itself
131
+
132
+ ```bash
133
+ bundle exec rake test # minitest, dummy app under test/dummy
134
+ bundle exec rubocop # must be clean
135
+ BUNDLE_GEMFILE=gemfiles/rails_7.1.gemfile bundle exec rake test # 7.1, 7.2, 8.0, 8.1 in gemfiles/
136
+ ```
137
+
138
+ Layout: `app/` controllers, `Post`, dashboard views · `lib/product_tours/` config, widget JS, seeds, engine, CSP patch · `lib/generators/product_tours/install/` the one generator · `config/locales/` 26 locales · `test/` minitest with `test/dummy` as the host app.
139
+
140
+ Conventions this codebase holds to — follow them rather than the first thing that works:
141
+
142
+ - **Optional dependencies are checked, never assumed.** `has_rich_text` is declared only `if respond_to?`, `has_one_attached` only `if defined?(::ActiveStorage)`, and the model exposes `description_supported?` / `video_upload_supported?` so views can offer less instead of raising. An app with neither gem must boot and work.
143
+ - **Triggers are explicit.** The gem never guesses at DOM nodes or auto-starts a tour; a host puts `data-product-tour="key"` where it wants it. A trigger naming a key that does not resolve is instrumented, not silently swallowed.
144
+ - **The widget is plain JS served by the engine** — no build step, no framework, no CDN.
145
+ - **Uploaded media streams through the engine's gate**, never a public blob URL.
146
+ - **The CSP patch is additive.** It appends to existing sources and drops `'none'` rather than replacing a host's policy — do not let it start overwriting directives.
147
+ - **The dummy app pins `config.active_job.queue_adapter = :test`.** Do not remove it or let it drift back to the `:async` default. Attaching a video enqueues Active Storage's analysis job, and `:async` runs it on a background thread that checks out its own connection — writes no test transaction covers, landing in the middle of whatever runs next. That is a suite that fails order-dependently in a test which never created a row, and it is miserable to trace back.
148
+ - Every user-facing change bumps `lib/product_tours/version.rb` and adds a `CHANGELOG.md` entry (Keep a Changelog format) that says what it costs, not only what it adds.
149
+ - Commit messages are prose that explains the tradeoff — read `git log` before writing one.
data/CHANGELOG.md CHANGED
@@ -2,6 +2,31 @@
2
2
 
3
3
  ## [Unreleased]
4
4
 
5
+ ## [0.1.2] - 2026-08-04
6
+
7
+ - Added `AGENTS.md`: install and integration instructions written for coding
8
+ agents — that tutorials are content managed in the dashboard rather than
9
+ created from migrations, the key format, the request-shaped config lambdas,
10
+ that the engine appends provider hosts to the app's `frame-src`, and the
11
+ `product_tours.unresolved_trigger` notification that turns "my button does
12
+ nothing" into a log line. It ships inside the gem, so
13
+ `cat "$(bundle show product_tours)/AGENTS.md"` works from a host app.
14
+ - The dummy app pins `queue_adapter = :test` for the test suite. Attaching a
15
+ video enqueues Active Storage's analysis job, and the default `:async` adapter
16
+ runs it on a background thread with its own database connection — writes no
17
+ test transaction covers, which is how a suite starts failing order-dependently
18
+ in a test that never created a row. No effect on the gem itself.
19
+
20
+ ## [0.1.1] - 2026-08-04
21
+
22
+ - Reworked the README into an installation-first, skimmable product guide that
23
+ accurately documents walkthroughs, video providers, translations, demo data,
24
+ configuration, lifecycle events, security, and intentional non-goals.
25
+ - Replaced the implementation-era PRD with a concise contract for the shipped
26
+ product boundary and current behavior.
27
+ - Added real desktop dashboard, editor, walkthrough, and mobile screenshots from
28
+ the seeded dummy application.
29
+
5
30
  ## [0.1.0] - 2026-08-03
6
31
 
7
32
  - Initial Rails engine, post dashboard, modal widget, video providers,
@@ -37,5 +62,6 @@
37
62
  - Removed generic tutorial duplication now that translations provide the only
38
63
  intentional content-copying workflow.
39
64
 
40
- [Unreleased]: https://github.com/yshmarov/product_tours/compare/v0.1.0...HEAD
65
+ [Unreleased]: https://github.com/yshmarov/product_tours/compare/v0.1.1...HEAD
66
+ [0.1.1]: https://github.com/yshmarov/product_tours/compare/v0.1.0...v0.1.1
41
67
  [0.1.0]: https://github.com/yshmarov/product_tours/releases/tag/v0.1.0
data/README.md CHANGED
@@ -1,126 +1,203 @@
1
1
  # product_tours
2
2
 
3
+ [![Gem Version](https://img.shields.io/gem/v/product_tours)](https://rubygems.org/gems/product_tours)
4
+ [![Downloads](https://img.shields.io/gem/dt/product_tours)](https://rubygems.org/gems/product_tours)
3
5
  [![CI](https://github.com/yshmarov/product_tours/actions/workflows/ci.yml/badge.svg)](https://github.com/yshmarov/product_tours/actions/workflows/ci.yml)
4
- [![MIT License](https://img.shields.io/badge/license-MIT-blue.svg)](MIT-LICENSE)
6
+ [![License: MIT](https://img.shields.io/badge/license-MIT-blue)](MIT-LICENSE)
7
+ [![GitHub stars](https://img.shields.io/github/stars/yshmarov/product_tours?style=social)](https://github.com/yshmarov/product_tours/stargazers)
5
8
 
6
- `product_tours` is a self-hosted Rails engine for in-app product tutorials and
7
- lightweight multi-step walkthroughs. Your app owns the trigger UI; the gem owns
8
- the tutorial editor, translations, safe video embeds, and modal navigation.
9
+ **Self-hosted product tours and video tutorials for Rails.** Publish one useful
10
+ guide, open it from any button in your app, or link several guides into a
11
+ Next/Back walkthrough. Your content, videos, translations, and lifecycle events
12
+ stay in your Rails application.
9
13
 
10
- Requires Ruby 3.2+ and Rails 7.1+.
14
+ No SaaS account. No third-party script. No visual page builder trying to attach
15
+ a tooltip to a DOM node that changed last Tuesday.
16
+
17
+ ![A multi-step product tour showing an embedded YouTube tutorial with Back and Next controls](docs/screenshots/01-walkthrough.jpg)
11
18
 
12
19
  ## Install
13
20
 
14
21
  ```ruby
22
+ # Gemfile
15
23
  gem "product_tours"
16
24
  ```
17
25
 
18
26
  ```bash
27
+ bundle install
19
28
  bin/rails generate product_tours:install
20
29
  bin/rails db:migrate
21
30
  ```
22
31
 
23
- The migration automatically creates ready-to-use demo tutorials in development.
24
- Production databases are never populated with demo content.
25
-
26
- Add the widget before `</body>` in your application layout:
27
-
28
32
  ```erb
33
+ <%# app/views/layouts/application.html.erb, before </body> %>
29
34
  <%= product_tours_tag %>
30
35
  ```
31
36
 
32
- Use any host-owned button, link, or icon as the trigger:
37
+ Put a trigger wherever the tutorial is useful:
33
38
 
34
39
  ```erb
35
- <button class="btn btn-primary" data-product-tour="billing_setup">
36
- Watch setup guide
37
- </button>
40
+ <button data-product-tour="billing_setup">Watch the billing guide</button>
38
41
  ```
39
42
 
40
- Create and publish `billing_setup` in the dashboard at `/product_tours`. Keys
41
- are unique per locale. Draft, missing, invalid, or disabled keys open nothing
42
- and raise in development/test; production reports them through `Rails.error`
43
- and `product_tours.unresolved_trigger` instrumentation.
44
-
45
- ### Host-controlled invocation
46
-
47
- The host app decides where and when a guide opens. It can use a visible button,
48
- compose several buttons into its own Help menu, or activate a hidden trigger
49
- after page load. For example, Rails flash state and a host Stimulus controller
50
- can open a guide after a redirect:
51
-
52
- ```erb
53
- <% if flash[:product_tour].present? %>
54
- <button hidden
55
- data-controller="product-tour-autoplay"
56
- data-product-tour="<%= flash[:product_tour] %>"></button>
57
- <% end %>
58
- ```
43
+ That's it. Create and publish `billing_setup` at `/product_tours`, then click
44
+ your button.
45
+
46
+ The generator writes the initializer and migration, mounts the engine, and
47
+ prints copy-ready demo buttons. In development, the migration also creates a
48
+ small set of working tutorials so you can try the modal immediately.
49
+
50
+ > [!IMPORTANT]
51
+ > The dashboard defaults to **development only**. Set `authorize_admin` before
52
+ > deploying it see [Configure](#configure).
53
+
54
+ Ruby >= 3.2 · Rails >= 7.1 · Active Storage only for uploaded videos · Action
55
+ Text only for rich descriptions.
56
+
57
+ Installing with a coding agent? Point it at [AGENTS.md](AGENTS.md) — the same
58
+ steps in the order an agent needs them, plus the gates it tends to get wrong and
59
+ the things it should not do. It ships inside the gem, so
60
+ `cat "$(bundle show product_tours)/AGENTS.md"` works from any app that bundles it.
61
+
62
+ ## What you get
63
+
64
+ | | |
65
+ | --- | --- |
66
+ | **Tutorials** | Title, optional rich description, optional video, one clear primary action |
67
+ | **Walkthroughs** | Link any tutorial to another. Next opens it in place; Back uses modal history |
68
+ | **Video** | YouTube, Vimeo, Loom, Tella, Voomly, direct MP4/WebM, or an upload |
69
+ | **Dashboard** | Published/draft tabs, key search, live preview, explicit publish controls |
70
+ | **Translations** | One record per language, created from the tutorial page, with locale fallback |
71
+ | **Demo data** | Provider examples, a complete multi-step walkthrough, draft and missing-key cases |
72
+ | **Events** | `viewed`, `dismissed`, `completed` through `ActiveSupport::Notifications` |
73
+ | **Deps** | Rails only. Plain JS — no Tailwind, Stimulus, importmap, npm, CDN, or build step |
74
+ | **Auth** | Lambdas over the raw request — Devise, Rails 8 auth, anything |
75
+ | **i18n** | 26 bundled languages, including RTL |
76
+ | **Turbo/CSP** | Turbo Drive, nonce-based CSP, and supported iframe origins out of the box |
77
+
78
+ ## The whole flow
79
+
80
+ 1. A developer places `data-product-tour="some_key"` where help belongs.
81
+ 2. An admin creates that key, adds text/video, chooses Draft or Published, and
82
+ decides what the main button does.
83
+ 3. A visitor clicks the host app's button. The gem resolves the current locale,
84
+ opens its own modal, and emits `product_tours.viewed`.
85
+ 4. The main action closes, opens an app page, or continues to another tutorial.
86
+ Linked tutorials stay in the same modal and get a Back button automatically.
87
+
88
+ | Product-tour dashboard | Tutorial editor |
89
+ | --- | --- |
90
+ | ![The dashboard with published tutorials on the left and a selected YouTube tutorial on the right](docs/screenshots/02-dashboard.jpg) | ![The editor previewing a YouTube URL and choosing another tutorial as the primary action](docs/screenshots/04-editor.jpg) |
91
+ | The default language is the canonical list. Preview, publish, translate, or edit without a deploy. | Paste a supported URL and the preview appears immediately. Choose URL or upload, then one action. |
92
+
93
+ <img src="docs/screenshots/03-mobile.jpg" alt="The product tutorial modal filling a mobile viewport with a video and primary action" width="390">
94
+
95
+ On screens up to 480px the modal becomes a full-screen sheet, respects safe
96
+ areas, and follows `visualViewport` while the mobile keyboard is open.
97
+
98
+ ## Why a gem
99
+
100
+ | | `product_tours` | Hosted tour SaaS |
101
+ | --- | --- | --- |
102
+ | Cost | Free, MIT | Monthly, usually tied to MAU |
103
+ | Where content lives | Your database | The vendor's |
104
+ | Trigger placement | Your Rails views and product logic | A remote visual builder |
105
+ | Videos | Your URLs or Active Storage | Their upload/storage rules |
106
+ | User/account data | Not collected by the gem | Usually synced for targeting |
107
+ | Analytics | Events for the tool you already use | Another dashboard |
108
+ | Frontend | One same-origin plain-JS file | Third-party script and network calls |
109
+ | If you remove it | Delete the helper and mount | Untangle remote campaigns and targeting |
110
+
111
+ This is intentionally the reliable half of product tours: self-contained
112
+ guidance modals, not DOM-anchored tooltip choreography.
113
+
114
+ ## Build a walkthrough
115
+
116
+ Every tutorial has one primary action:
117
+
118
+ | Choice | What visitors get |
119
+ | --- | --- |
120
+ | **Finish and close** | Emits `completed` and closes the modal |
121
+ | **Continue to another tutorial** | Opens that key in the same modal and adds Back history |
122
+ | **Open a page** | Emits `completed`, then follows a relative path or HTTP(S) URL |
123
+
124
+ Select **Continue to another tutorial** in the editor and pick a tutorial in the
125
+ same language. Draft targets are selectable while you assemble the walkthrough;
126
+ publish the complete chain before exposing its first trigger.
127
+
128
+ There is deliberately no Course, Tour, or Step model. Tutorials remain
129
+ independently invokable. The modal remembers only the path the current visitor
130
+ took, so opening a middle tutorial directly never shows a misleading Back
131
+ button.
132
+
133
+ ## Video
134
+
135
+ Paste any supported HTTPS URL:
136
+
137
+ | Provider | Accepted examples |
138
+ | --- | --- |
139
+ | YouTube | `youtube.com/watch`, Shorts, Live, embed, `youtu.be` |
140
+ | Vimeo | Public and unlisted links; privacy hashes are preserved |
141
+ | Loom | Share and embed links |
142
+ | Tella | Video links |
143
+ | Voomly | Share, video, and embed links |
144
+ | Direct | URLs ending in `.mp4` or `.webm` |
145
+
146
+ YouTube, Vimeo, and Loom metadata comes from their oEmbed endpoints. Metadata is
147
+ best-effort: a timeout never prevents you from saving a valid URL. YouTube uses
148
+ `youtube-nocookie.com`; unsupported hosts and lookalike URLs fail closed.
149
+
150
+ Direct videos seek to an early frame for a useful preview instead of showing an
151
+ empty player.
152
+
153
+ <details>
154
+ <summary><b>Upload videos or add rich descriptions</b></summary>
155
+
156
+ Both are optional Rails features:
59
157
 
60
- ```js
61
- // product_tour_autoplay_controller.js in the host app
62
- connect() {
63
- this.element.click()
64
- }
158
+ ```bash
159
+ bin/rails active_storage:install
160
+ bin/rails action_text:install
161
+ bin/rails db:migrate
65
162
  ```
66
163
 
67
- The gem deliberately has no page-rule engine, automatic display scheduler,
68
- resource center, or guides launcher. Those are host navigation and presentation
69
- choices built from the same `data-product-tour` attribute.
70
-
71
- ## Tutorials
72
-
73
- A tutorial is stored internally as a `ProductTours::Post`. It has a title, key,
74
- locale, `draft`/`published` status,
75
- optional video, optional rich description, and one primary action. Video URLs
76
- support YouTube, Vimeo, Loom, Tella, Voomly, and direct MP4/WebM files.
77
-
78
- The dashboard previews a pasted video URL immediately. YouTube, Vimeo, and Loom
79
- metadata is fetched through oEmbed; the other supported providers still get a
80
- safe resolved preview. Direct videos seek to an early frame so they do not look
81
- like an empty player before playback.
164
+ Once the tables exist, the editor offers **Use a video link / Upload a video**
165
+ and a compact rich-text description editor. Uploaded videos are reached through
166
+ the engine's gated media route.
82
167
 
83
- The admin sidebar treats `I18n.default_locale` as the canonical tutorial list.
84
- The New product tour button always creates that default-language record. Open a
85
- tutorial to see its existing languages or add another available locale; each
86
- translation remains an ordinary draft/published `Post` with the same key.
168
+ </details>
87
169
 
88
- When the host has a Rails Content Security Policy, the engine preserves its
89
- existing `frame-src` entries and automatically adds the supported embed origins.
90
- For a direct video hosted on a custom origin, the host remains responsible for
91
- allowing that origin in `media-src` (or can allow HTTPS media generally).
170
+ ## Translations
92
171
 
93
- ### Link tutorials into a walkthrough
172
+ The dashboard sidebar shows only `I18n.default_locale`. Open a tutorial to see
173
+ every existing language and add another from `I18n.available_locales`.
94
174
 
95
- In the tutorial editor, choose what the primary button does: finish and close,
96
- open a page, or continue to another tutorial. Continuing opens the selected
97
- tutorial in the
98
- same modal and automatically gives visitors a Back button.
175
+ - New product tours always start in the default locale.
176
+ - A translation copies the source into a new **draft** with the same key.
177
+ - The key and language become locked identity; translate, review, then publish.
178
+ - A trigger tries `I18n.locale`, then `I18n.default_locale` only when no current-
179
+ locale record exists.
180
+ - A draft translation does **not** silently fall back to published English. It
181
+ stays unavailable until you publish it.
99
182
 
100
- Tutorials remain independently invokable—there is no separate course, step, or
101
- sequence model. The Back history exists only for the open modal, so a tutorial opened
102
- directly never shows a misleading Back button.
183
+ This keeps one stable developer key while giving admins an obvious place to
184
+ manage every language.
103
185
 
104
- Video uploads require Active Storage:
105
-
106
- ```bash
107
- bin/rails active_storage:install
108
- bin/rails db:migrate
109
- ```
186
+ ## Demo tutorials
110
187
 
111
- Rich descriptions require Action Text:
188
+ Development installs seed the app's default locale automatically. Refresh the
189
+ full idempotent set in English, French, and Bulgarian whenever you like:
112
190
 
113
191
  ```bash
114
- bin/rails action_text:install
115
- bin/rails db:migrate
192
+ bin/rails product_tours:seed_demo
116
193
  ```
117
194
 
118
- The post form hides either feature when its Rails framework is not installed.
119
-
120
- ## Demo tutorials
195
+ The demo includes every video provider, a walkthrough through all of them, a
196
+ direct MP4, a normal URL action, an unpublished key, and an intentionally missing
197
+ key. Running the task again updates those records instead of duplicating them.
121
198
 
122
- The installer seeds the app's default locale in development. Copy the block it
123
- prints into any ERB view to open every demo entry point immediately:
199
+ <details>
200
+ <summary><b>Copy-ready demo buttons</b></summary>
124
201
 
125
202
  ```erb
126
203
  <div class="product-tours-demo">
@@ -138,48 +215,82 @@ prints into any ERB view to open every demo entry point immediately:
138
215
  <%= product_tours_tag %>
139
216
  ```
140
217
 
141
- `demo_walkthrough_start` introduces the collection, then continues through the
142
- YouTube, Vimeo, Loom, Tella, Voomly, and direct-video tutorials before its final
143
- step. Every transition demonstrates the automatic Back button. The individual
144
- provider buttons remain available so each video can also be opened directly.
145
- The final two buttons deliberately exercise unresolved triggers: `demo_draft`
146
- exists but remains unpublished, while `demo_missing_post` is never seeded.
147
-
148
- Refresh the full idempotent demo set in English, French, and Bulgarian at any
149
- time:
150
-
151
- ```bash
152
- bin/rails product_tours:seed_demo
153
- ```
218
+ </details>
154
219
 
155
- Along with the provider examples, it creates `demo_walkthrough_start`,
156
- `demo_walkthrough_features`, `demo_walkthrough_finish`, and the unpublished
157
- `demo_draft` in the default demo locales (`en`, `fr`, and `bg`). The missing-key
158
- button intentionally has no matching record. Running the task again refreshes
159
- the seeded records instead of duplicating them and prints the copy-ready block
160
- again. To seed only one locale from application code, call
161
- `ProductTours::Seeds.load!(locale: :fr)`.
220
+ ## Configure
162
221
 
163
- ## Configuration
222
+ Everything is optional — a development install works with zero config. In
223
+ `config/initializers/product_tours.rb`:
164
224
 
165
- The installer creates `config/initializers/product_tours.rb`. Important hooks:
225
+ | Option | Default | What it does |
226
+ | --- | --- | --- |
227
+ | `enabled` | everyone | Who can resolve and open published tutorials |
228
+ | `authorize_admin` | development only | **Who can manage content at the mount path** |
229
+ | `admin_layout` | gem layout | Render the dashboard inside your admin shell |
230
+ | `storage_service` | app default | Named Active Storage service for uploaded videos |
231
+ | `mount_path` | `/product_tours` | Keep in sync only when mounting the engine manually |
166
232
 
167
233
  ```ruby
168
234
  ProductTours.configure do |config|
235
+ config.enabled = ->(request) { request.env["warden"]&.user.present? }
169
236
  config.authorize_admin = ->(request) { request.env["warden"]&.user&.admin? }
237
+ config.admin_layout = "admin/application"
238
+ config.storage_service = :product_tours
170
239
  end
171
240
  ```
172
241
 
173
- Tutorial lookup automatically uses the page's current `I18n.locale`, then falls
174
- back to `I18n.default_locale` when that key has no current-locale record. An
175
- existing draft translation is not bypassed by the fallback.
242
+ Gates receive the **raw request**, so Devise, Rails 8 authentication, Flipper,
243
+ or your own session model all work without an adapter.
244
+
245
+ ## Trigger it from your own UI
246
+
247
+ The gem ships no floating launcher. A trigger belongs in the navigation,
248
+ settings card, empty state, or success screen where it makes sense:
249
+
250
+ ```erb
251
+ <a href="#" data-product-tour="invite_team">How team invitations work</a>
252
+ ```
253
+
254
+ Keep `<%= product_tours_tag %>` in the layout when triggers appear across the
255
+ app. When `enabled` returns false, the helper renders nothing and the endpoints
256
+ also reject the request.
257
+
258
+ <details>
259
+ <summary><b>Open a tutorial after a redirect</b></summary>
260
+
261
+ The host owns timing. Rails flash plus a tiny Stimulus controller is enough:
262
+
263
+ ```erb
264
+ <% if flash[:product_tour].present? %>
265
+ <button hidden
266
+ data-controller="product-tour-autoplay"
267
+ data-product-tour="<%= flash[:product_tour] %>"></button>
268
+ <% end %>
269
+ ```
270
+
271
+ ```js
272
+ // product_tour_autoplay_controller.js in your app
273
+ connect() {
274
+ this.element.click()
275
+ }
276
+ ```
277
+
278
+ </details>
279
+
280
+ ## Lifecycle events
176
281
 
177
- ## Lifecycle Notifications
282
+ The gem persists no analytics, user identity, cookies, progress, or completion
283
+ table. It emits three Rails notifications:
178
284
 
179
- The widget emits `product_tours.viewed`, `product_tours.dismissed`, and
180
- `product_tours.completed` through `ActiveSupport::Notifications`. The gem does
181
- not persist analytics and does not depend on Ahoy. `completed` means the visitor
182
- used the tutorial's primary action; video playback does not imply completion.
285
+ | Event | Meaning |
286
+ | --- | --- |
287
+ | `product_tours.viewed` | The modal became visible and focused |
288
+ | `product_tours.dismissed` | The visitor closed it before using the primary action |
289
+ | `product_tours.completed` | The visitor used the primary action |
290
+
291
+ Payload: `post_id`, `key`, `locale`, query-free `page_url`, and `source`.
292
+
293
+ Bridge them to Ahoy—or anything else—in your host app:
183
294
 
184
295
  ```ruby
185
296
  ActiveSupport::Notifications.subscribe(/^product_tours\./) do |name, _start, _finish, _id, payload|
@@ -187,23 +298,67 @@ ActiveSupport::Notifications.subscribe(/^product_tours\./) do |name, _start, _fi
187
298
  end
188
299
  ```
189
300
 
190
- The host may store these events with Ahoy and attach its own user or account
191
- context in the subscriber. Persistence, dashboards, identity, and vendor-specific
192
- integrations remain outside this gem.
301
+ Your subscriber can attach `Current.user` or account context. That identity does
302
+ not need to become product-tour configuration.
303
+
304
+ ## Broken triggers fail loudly, not publicly
305
+
306
+ `data-product-tour="key"` is a contract between code and dashboard content.
307
+ Invalid, missing, draft, or disabled keys open nothing for the visitor.
308
+
309
+ - Development/test: raises `ProductTours::UnresolvedTriggerError`.
310
+ - Production: reports through `Rails.error`, logs as a fallback, and emits
311
+ `product_tours.unresolved_trigger` with `invalid_key`, `missing`,
312
+ `unpublished`, or `disabled`.
193
313
 
194
- ## Scope
314
+ No end user gets a Rails error page because somebody renamed a tutorial.
195
315
 
196
- `product_tours` owns tutorial persistence and editing, safe media rendering, the
197
- modal experience, linked-tutorial navigation, and lifecycle notifications. The host
198
- app owns trigger timing and placement, Help/resource menus, analytics storage,
199
- reporting, and downstream integrations.
316
+ ## Security
317
+
318
+ - Admin authorization runs server-side on every dashboard request.
319
+ - Public resolution returns only published tutorials allowed by `enabled`.
320
+ - Video providers are an HTTPS allowlist; unsupported URLs render no iframe.
321
+ - Action URLs accept relative app paths or HTTP(S), never script schemes.
322
+ - Widget/dashboard assets are same-origin and fingerprinted.
323
+ - Rails CSP nonces are preserved. Supported provider origins are merged into
324
+ `frame-src` without replacing the host policy.
325
+ - For direct videos on another origin, allow that origin in the host app's
326
+ `media-src` policy.
327
+
328
+ ## What it doesn't do
329
+
330
+ No anchored tooltips, selector recorder, page-rule engine, automatic scheduler,
331
+ checklists, persisted progress, analytics dashboard, resource center, AI writer,
332
+ Segment/Mixpanel/Slack integration, or user/account sync.
333
+
334
+ The host app owns trigger timing and Help navigation. Ahoy or your analytics
335
+ stack owns persistence and reporting. The gem stays small enough to understand.
200
336
 
201
337
  ## Development
202
338
 
203
339
  ```bash
204
- bundle install
205
340
  bundle exec rake test
206
341
  bundle exec rubocop
207
342
  ```
208
343
 
209
- Rails 7.1+ and Ruby 3.2+ are supported.
344
+ CI runs Rails 7.1 / 7.2 / 8.0 / 8.1 against Ruby 3.2 / 3.3 / 3.4.
345
+
346
+ Bug reports and pull requests are welcome. The most useful report is a real
347
+ Rails app and the exact point where installation or authoring felt confusing.
348
+
349
+ ## Also by the same author
350
+
351
+ - [testimonials](https://github.com/yshmarov/testimonials) — testimonials,
352
+ video reviews, and NPS for Rails.
353
+ - [livechat](https://github.com/yshmarov/livechat) — in-app support messaging
354
+ for Rails.
355
+ - [ideasbugs](https://github.com/yshmarov/ideasbugs) — in-app bug reports and
356
+ feature requests.
357
+ - [i18n_proofreading](https://github.com/yshmarov/i18n_proofreading) — in-context
358
+ translation proofreading.
359
+ - [SupeRails](https://superails.com) — Rails screencasts.
360
+
361
+ ## License
362
+
363
+ MIT. If it saved you a subscription, a
364
+ [⭐](https://github.com/yshmarov/product_tours) is a fair trade.
Binary file
Binary file
Binary file
Binary file
@@ -1,5 +1,5 @@
1
1
  # frozen_string_literal: true
2
2
 
3
3
  module ProductTours
4
- VERSION = '0.1.0'
4
+ VERSION = '0.1.2'
5
5
  end
@@ -16,7 +16,11 @@ module ProductTours
16
16
  def dashboard_stylesheet = @dashboard_stylesheet ||= File.read(DASHBOARD_STYLESHEET_SOURCE)
17
17
  def fingerprint = @fingerprint ||= Digest::MD5.hexdigest(javascript)
18
18
  def dashboard_fingerprint = @dashboard_fingerprint ||= Digest::MD5.hexdigest(dashboard_javascript)
19
- def dashboard_stylesheet_fingerprint = @dashboard_stylesheet_fingerprint ||= Digest::MD5.hexdigest(dashboard_stylesheet)
19
+
20
+ # Not an endless def like its neighbours: the one-liner is 126 characters.
21
+ def dashboard_stylesheet_fingerprint
22
+ @dashboard_stylesheet_fingerprint ||= Digest::MD5.hexdigest(dashboard_stylesheet)
23
+ end
20
24
 
21
25
  def snippet(locale:, nonce: nil)
22
26
  nonce_attr = nonce ? %( nonce="#{ERB::Util.html_escape(nonce)}") : ''
metadata CHANGED
@@ -1,14 +1,13 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: product_tours
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.1.0
4
+ version: 0.1.2
5
5
  platform: ruby
6
6
  authors:
7
7
  - Yaroslav Shmarov
8
- autorequire:
9
8
  bindir: bin
10
9
  cert_chain: []
11
- date: 2026-08-03 00:00:00.000000000 Z
10
+ date: 1980-01-02 00:00:00.000000000 Z
12
11
  dependencies:
13
12
  - !ruby/object:Gem::Dependency
14
13
  name: rails
@@ -36,6 +35,7 @@ executables: []
36
35
  extensions: []
37
36
  extra_rdoc_files: []
38
37
  files:
38
+ - AGENTS.md
39
39
  - CHANGELOG.md
40
40
  - MIT-LICENSE
41
41
  - README.md
@@ -83,6 +83,10 @@ files:
83
83
  - config/locales/product_tours.vi.yml
84
84
  - config/locales/product_tours.zh-CN.yml
85
85
  - config/routes.rb
86
+ - docs/screenshots/01-walkthrough.jpg
87
+ - docs/screenshots/02-dashboard.jpg
88
+ - docs/screenshots/03-mobile.jpg
89
+ - docs/screenshots/04-editor.jpg
86
90
  - lib/generators/product_tours/install/install_generator.rb
87
91
  - lib/generators/product_tours/install/templates/create_product_tours_posts.rb.tt
88
92
  - lib/generators/product_tours/install/templates/initializer.rb
@@ -109,7 +113,6 @@ metadata:
109
113
  changelog_uri: https://github.com/yshmarov/product_tours/blob/main/CHANGELOG.md
110
114
  bug_tracker_uri: https://github.com/yshmarov/product_tours/issues
111
115
  rubygems_mfa_required: 'true'
112
- post_install_message:
113
116
  rdoc_options: []
114
117
  require_paths:
115
118
  - lib
@@ -124,8 +127,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
124
127
  - !ruby/object:Gem::Version
125
128
  version: '0'
126
129
  requirements: []
127
- rubygems_version: 3.5.21
128
- signing_key:
130
+ rubygems_version: 3.6.9
129
131
  specification_version: 4
130
132
  summary: Self-hosted product tours and video tutorials for Rails apps.
131
133
  test_files: []