totalizer 0.0.2

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data/.gitignore ADDED
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+ *.gem
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+ *.rbc
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+ .bundle
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+ .config
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+ .yardoc
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+ Gemfile.lock
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+ InstalledFiles
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+ _yardoc
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+ coverage
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+ doc/
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+ lib/bundler/man
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+ pkg
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+ rdoc
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+ spec/reports
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+ test/tmp
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+ test/version_tmp
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+ tmp
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+ *.bundle
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+ *.so
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+ *.o
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+ *.a
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+ mkmf.log
data/Gemfile ADDED
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+ source 'https://rubygems.org'
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+
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+ # Specify your gem's dependencies in totalizer.gemspec
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+ gemspec
data/LICENSE.txt ADDED
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+ Copyright (c) 2014 Michael Dijkstra
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+
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+ MIT License
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+
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+ Permission is hereby granted, free of charge, to any person obtaining
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+ a copy of this software and associated documentation files (the
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+ "Software"), to deal in the Software without restriction, including
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+ without limitation the rights to use, copy, modify, merge, publish,
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+ distribute, sublicense, and/or sell copies of the Software, and to
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+ permit persons to whom the Software is furnished to do so, subject to
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+ the following conditions:
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+
13
+ The above copyright notice and this permission notice shall be
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+ included in all copies or substantial portions of the Software.
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+
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+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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+ EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
18
+ MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
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+ NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
20
+ LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
21
+ OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
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+ WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
data/README.md ADDED
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+ # Totalizer - Calculate important metrics in your Rails application.
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+
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+ Provides tools to Ruby on Rails developers to create calculations for Acquisition, Activation, Engagement, Retention and Churn.
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+
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+ ### Installation
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+
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+ Add this line to your application's Gemfile:
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+
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+ gem 'totalizer'
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+
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+ And then execute:
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+
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+ $ bundle
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+
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+ Or install it yourself as:
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+
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+ $ gem install totalizer
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+
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+
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+
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+ ***
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+
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+ ## Factory
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+
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+ The Totalizer Factory makes it easy to report on Acquisition, Activation, Engagement, Retention and Churn.
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+
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+ By defining one growth metric, like new user creation, and one key activity metric, like creating a post, you can generate all five reports.
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+
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+ To create a Factory just use this in your Rails application:
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+
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+ ```ruby
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+ growth_metric = Totalizer::Metric.new(model: User)
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+ activity_metric = Totalizer::Metric.new(model: Project, map: 'user_id')
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+ factory = Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric)
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+ ```
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+
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+ This will return a message object for each calculation.
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+
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+ #### Parameters
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+
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+ You can pass the following parameters into the Factory:
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+
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+ + `growth_metric`: (required) a Totalizer metric representing growth, usually a User model.
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+ + `activity_metric`: (required) a Totalizer metric representing the key activity a user should do within your application.
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+ + `date`: When to start measuring your records from. Must be a DateTime. Default is `now`.
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+ + `acquisition_duration`: Duration (in days) to measure your records. Must be an integer. Default is `7`.
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+ + `activation_duration`: Duration (in days) to measure your activation. Must be an integer. Default is `7`.
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+ + `engagement_duration`: Duration (in days) to measure your engagement. Must be an integer. Default is `7`.
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+ + `retention_duration`: Duration (in days) to measure your retention. Must be an integer. Default is `30`.
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+ + `churn_duration`: Duration (in days) to measure your churn. Must be an integer. Default is `30`.
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+
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+ ### Acquisition
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+
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+ ```ruby
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+ growth_metric = Totalizer::Metric.new(model: User)
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+ activity_metric = Totalizer::Metric.new(model: Project, map: 'user_id')
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+ factory = Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric)
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+ acquisition = factory.acquisition
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+
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+ acquisition.title
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+ #=> "Acquisition"
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+
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+ acquisition.pretext
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+ #=> "Signed up in the last 7 days"
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+
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+ acquisition.text
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+ #=> "74 (Growth rate: 10%)"
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+ ```
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+
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+ ### Activation
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+
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+ ```ruby
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+ growth_metric = Totalizer::Metric.new(model: User)
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+ activity_metric = Totalizer::Metric.new(model: Project, map: 'user_id')
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+ factory = Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric)
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+ activation = factory.activation
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+
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+ activation.title
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+ #=> "Activation"
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+
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+ activation.pretext
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+ #=> "Signed up in the last 7 days and did key activity"
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+
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+ activation.text
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+ #=> "63/90 (Conversion rate: 70%)"
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+ ```
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+
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+ ### Engagement
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+
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+ ```ruby
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+ growth_metric = Totalizer::Metric.new(model: User)
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+ activity_metric = Totalizer::Metric.new(model: Project, map: 'user_id')
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+ factory = Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric)
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+ engagement = factory.engagement
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+
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+ engagement.title
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+ #=> "Engagement"
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+
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+ retention.pretext
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+ #=> "Signed up more than 7 days ago and did key activity in the last 7 days"
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+
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+ engagement.text
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+ #=> "42/350 (Engagement rate: 12%)"
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+ ```
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+
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+ ### Retention
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+
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+ ```ruby
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+ growth_metric = Totalizer::Metric.new(model: User)
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+ activity_metric = Totalizer::Metric.new(model: Project, map: 'user_id')
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+ factory = Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric)
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+ retention = factory.retention
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+
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+ retention.title
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+ #=> "Retention"
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+
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+ retention.pretext
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+ #=> "Did key activity more than 7 days ago and again in the last 7 days"
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+
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+ retention.text
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+ #=> "42/75 56%"
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+ ```
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+
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+ ### Churn
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+
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+ ```ruby
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+ growth_metric = Totalizer::Metric.new(model: User)
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+ activity_metric = Totalizer::Metric.new(model: Project, map: 'user_id')
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+ factory = Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric)
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+ churn = factory.churn
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+
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+ churn.title
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+ #=> "Churn"
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+
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+ churn.pretext
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+ #=> "Acquired more than 7 days ago and did not do key activity in last 7 days over total acquired"
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+
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+ churn.text
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+ #=> "33/75 44%"
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+ ```
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+
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+ ## Make your metrics visible
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+
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+ Metrics are only worthwhile if the team actually sees them.
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+
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+ With the results of your Factory you can:
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+ + Post them to Slack
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+ + Send them via email
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+ + Create a dashboard view
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+
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+ ***
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+
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+ You can also access the underlying objects directly.
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+
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+ ### Metric
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+
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+ A Metric is a calculation based on one of your models for a duration of time. To create a Metric just use this in your Rails application:
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+
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+ ```ruby
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+ metric = Totalizer::Metric.new(model: User)
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+
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+ metric.value
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+ #=> 10 (the number of records for the period)
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+
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+ metric.start
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+ #=> 20 (the number of records before the period)
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+
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+ metric.finish
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+ #=> 30 (the number of records at the end of the period)
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+
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+ metric.rate
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+ #=> 0.5 (how much the number changed over the period)
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+ ```
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+
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+ ##### Parameters
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+
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+ You can pass the following parameters into the Metric:
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+ + `model` (required): The Rails model class that Totalizer will query.
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+ + `date`: When to start measuring your records. Default is `now`.
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+ + `duration`: Duration (in days) to measure your records from. Must be an integer. Default is `7`.
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+ + `filter`: Write a custom query to determine which records to use in calculation. For example to find all users who created a public response you could pass in: `filter: "is_public = true"`.
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+ + `map`: Which field to map records on. For example, to find unique users who did a response you could pass in: `map: 'user_id'`. Default is `id`.
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+
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+ ### Step
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+
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+ A step allows you to easily compare two sets of ids to see who converted.
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+
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+ To create a Funnel just use this in your Rails application:
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+
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+ ```ruby
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+ first_metric = Totalizer::Metric.new(model: User)
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+ second_metric = Totalizer::Metric.new(model: User, filter: "actions > 0")
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+ step = Totalizer::Step.new first_step_metric.ids, second_step_metric.ids
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+
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+ step.start
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+ #=> 20 (the number of records that started the step)
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+
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+ step.finish
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+ #=> 10 (the number of records that finished the step)
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+
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+ step.rate
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+ #=> 0.5 (the rate that converted from start to finish)
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+
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+ step.ids
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+ #=> [1,2,3,4,5,6,7,8,9,10] (the ids of the records that finished)
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+ ```
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+
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+ You can use the result of one step to feed into another step. Continuing on the example above, you could do the following:
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+
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+ ```ruby
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+ third_metric = Totalizer::Metric.new(model: User, filter: "actions > 5")
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+ next_step = Totalizer::Step.new step.ids, third_metric.ids
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+ ```
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+
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+ ***
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+
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+ ## Manual Calculations
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+
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+ You can also report on Acquisition, Activation, Retention, Engagement and Churn yourself without using a Factory.
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+
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+ ### Acquisition
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+
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+ ```ruby
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+ acquisition = Totalizer::Metric.new(model: User, duration: 7)
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+
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+ acquisition.value
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+ #=> 7
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+
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+ acquisition.rate
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+ #=> 10
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+ ```
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+
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+ ### Activation
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+
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+ ```ruby
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+ sign_up = Totalizer::Metric.new(model: User, duration: 7)
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+ do_action = Totalizer::Metric.new(model: User, filter: "actions > 0")
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+ activation = Totalizer::Step.new sign_up.ids, do_action.ids
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+
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+ activation.start
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+ #=> 10
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+
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+ activation.finish
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+ #=> 5
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+
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+ activation.rate
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+ #=> 0.5
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+ ```
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+
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+ ### Engagement
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+
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+ ```ruby
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+ sign_up = Totalizer::Metric.new(model: User, duration: 7)
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+ do_action = Totalizer::Metric.new(model: User, filter: "actions > 0")
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+
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+ existing_active = (sign_up.start_ids & do_action.ids).size
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+ #=> 14
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+
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+ "(existing_active.to_f / sign_up.start.to_f * 100).round(0)}%"
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+ #=> 12%
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+ ```
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+
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+ ### Retention
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+
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+ ```ruby
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+ this_week = Totalizer::Metric.new(model: Post, map: 'user_id')
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+ last_week = Totalizer::Metric.new(model: Post, map: 'user_id')
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+ retention = Totalizer::Step.new this_week.ids, last_week.ids
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+
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+ retention.start
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+ #=> 14
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+
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+ retention.finish
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+ #=> 7
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+
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+ retention.rate
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+ #=> 0.5
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+
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+ "#{(retention.rate * 100).round(0)}%"
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+ #=> 50%
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+ ```
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+
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+ ### Churn
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+
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+ ```ruby
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+ acquisition = Totalizer::Metric.new(model: User, duration: 30)
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+ active_last_period = Totalizer::Metric.new(model: Post, map: 'user_id', duration: 30, date: 30.days.ago)
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+ active_this_period = Totalizer::Metric.new(model: Post, map: 'user_id', duration: 30)
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+
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+ new_and_existing_customers = acquisition.end_value
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+ #=> 100
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+
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+ lost_existing_customers = (active_last_period.ids - active_this_period.ids).size
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+ #=> 5
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+
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+ lost_existing_customers.to_f / (new_and_existing_customers - lost_existing_customers).to_f
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+ #=> 0.04
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+ ```
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+
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+ ## Contributing
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+
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+ 1. Fork it ( https://github.com/micdijkstra/totalizer/fork )
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+ 2. Create your feature branch (`git checkout -b my-new-feature`)
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+ 3. Commit your changes (`git commit -am 'Add some feature'`)
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+ 4. Push to the branch (`git push origin my-new-feature`)
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+ 5. Create a new Pull Request
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+
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+ ## Publishing
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+
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+ 1. Update the version number in `lib/totalizer/version.rb`
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+ 2. Run `gem build totalizer.gemspec`
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+ 3. Run `gem push totalizer-0.0.X.gem`
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+
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+ ## Licence
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+
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+ The MIT License (MIT)
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+
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+ Copyright (c) 2014 Michael Dijkstra
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+
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+ Permission is hereby granted, free of charge, to any person obtaining a copy
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+ of this software and associated documentation files (the "Software"), to deal
322
+ in the Software without restriction, including without limitation the rights
323
+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
324
+ copies of the Software, and to permit persons to whom the Software is
325
+ furnished to do so, subject to the following conditions:
326
+
327
+ The above copyright notice and this permission notice shall be included in
328
+ all copies or substantial portions of the Software.
329
+
330
+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
331
+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
332
+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
333
+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
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+ THE SOFTWARE.
data/Rakefile ADDED
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+ require "bundler/gem_tasks"
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+
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+ module Totalizer
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+ module Errors
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+ class InvalidData < StandardError
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+ end
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+
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+ class InvalidModel < InvalidData
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+ end
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+
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+ class InvalidDate < InvalidData
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+ end
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+
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+ class InvalidDuration < InvalidData
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+ end
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+ end
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+ end
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+ module Totalizer
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+ class Factory
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+ attr_accessor :growth_metric, :activity_metric, :date, :acquisition_duration, :activation_duration, :engagement_duration, :retention_duration, :churn_duration
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+
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+ def initialize params
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+ self.growth_metric = params[:growth_metric]
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+ self.activity_metric = params[:activity_metric]
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+ self.date = params[:date] || DateTime.now
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+ self.acquisition_duration = params[:acquisition_duration] || 7
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+ self.activation_duration = params[:activation_duration] || 7
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+ self.engagement_duration = params[:engagement_duration] || 7
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+ self.retention_duration = params[:retention_duration] || 30
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+ self.churn_duration = params[:churn_duration] || 30
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+ validate_attributes!
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+ end
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+
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+ def acquisition
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+ @acquisition ||= calculate_acquisition
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+ end
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+
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+ def activation
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+ @activation ||= calculate_activation
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+ end
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+
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+ def engagement
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+ @engagement ||= calculate_engagement
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+ end
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+
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+ def retention
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+ @retention || calculate_retention
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+ end
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+
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+ def churn
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+ @churn || calculate_churn
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+ end
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+
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+ private
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+
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+ def calculate_acquisition
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+ growth_metric = Totalizer::Metric.new self.growth_metric.attributes.merge(date: date, duration: acquisition_duration)
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+ AcqusitionMessage.new(growth_metric, acquisition_duration)
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+ end
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+
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+ def calculate_activation
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+ growth_metric = Totalizer::Metric.new self.growth_metric.attributes.merge(date: date, duration: activation_duration)
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+ activity_metric = Totalizer::Metric.new self.activity_metric.attributes.merge(date: date, duration: activation_duration)
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+ step = Totalizer::Step.new growth_metric.ids, activity_metric.ids
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+ ActivationMessage.new(step, activation_duration)
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+ end
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+
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+ def calculate_engagement
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+ growth_metric = Totalizer::Metric.new self.growth_metric.attributes.merge(date: date, duration: engagement_duration)
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+ activity_metric = Totalizer::Metric.new self.activity_metric.attributes.merge(date: date, duration: engagement_duration)
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+ EngagementMessage.new(growth_metric, activity_metric, engagement_duration)
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+ end
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+
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+ def calculate_retention
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+ previous_period = Totalizer::Metric.new self.activity_metric.attributes.merge(date: date - retention_duration.days, duration: retention_duration)
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+ this_period = Totalizer::Metric.new self.activity_metric.attributes.merge(date: date, duration: retention_duration)
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+ step = Totalizer::Step.new previous_period.ids, this_period.ids
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+ RetentionMessage.new(step, retention_duration)
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+ end
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+
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+ def calculate_churn
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+ growth_metric = Totalizer::Metric.new self.growth_metric.attributes.merge(date: date, duration: churn_duration)
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+ previous_activity_metric = Totalizer::Metric.new self.activity_metric.attributes.merge(date: date - churn_duration.days, duration: churn_duration)
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+ this_activity_metc = Totalizer::Metric.new self.activity_metric.attributes.merge(date: date, duration: churn_duration)
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+ ChurnMessage.new(growth_metric, previous_activity_metric, this_activity_metc, churn_duration)
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+ end
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+
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+ def validate_attributes!
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+ raise Errors::InvalidData unless growth_metric.kind_of?(Totalizer::Metric)
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+ raise Errors::InvalidData unless activity_metric.kind_of?(Totalizer::Metric)
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+ raise Errors::InvalidDate unless date.kind_of?(DateTime)
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+ raise Errors::InvalidDuration unless acquisition_duration.kind_of?(Integer)
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+ raise Errors::InvalidDuration unless activation_duration.kind_of?(Integer)
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+ raise Errors::InvalidDuration unless retention_duration.kind_of?(Integer)
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+ raise Errors::InvalidDuration unless churn_duration.kind_of?(Integer)
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+ end
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+ end
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+ end
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+ module Totalizer
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+ class Message
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+ attr_accessor :title, :pretext, :text, :duration
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+
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+ def days_string
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+ "#{duration if duration != 1} #{'day'.pluralize(duration)}"
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+ end
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+ end
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+
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+ class AcqusitionMessage < Message
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+ def initialize growth_metric, duration
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+ self.duration = duration
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+ self.title = 'Acqusition'
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+ self.pretext = "Signed up in the last #{days_string}"
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+ self.text = "#{growth_metric.value} (Growth rate: #{(growth_metric.rate * 100).round(0)}%)"
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+ end
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+ end
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+
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+ class StepMessage < Message
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+ def initialize step, duration
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+ self.duration = duration
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+ self.text = "#{step.finish}/#{step.start} (Conversion rate: #{(step.rate * 100).round(0)}%)"
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+ end
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+ end
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+
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+ class EngagementMessage < Message
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+ def initialize growth_metric, activity_metric, duration
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+ self.duration = duration
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+ self.title = 'Engagement'
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+
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+ existing_active = (growth_metric.start_ids & activity_metric.ids).size
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+
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+ self.pretext = "Signed up more than #{days_string} ago and did key activity in the last #{days_string}"
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+ self.text = "#{existing_active}/#{growth_metric.start} (Engagement rate: #{(existing_active.to_f / growth_metric.start.to_f * 100).round(0)}%)"
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+ end
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+ end
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+
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+ class ActivationMessage < StepMessage
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+ def initialize step, duration
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+ super
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+ self.title = 'Activation'
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+ self.pretext = "Signed up in the last #{days_string} and did key activity"
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+ end
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+ end
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+
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+ class RetentionMessage < StepMessage
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+ def initialize step, duration
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+ super
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+ self.title = 'Retention'
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+ self.pretext = "Did key activity more than #{days_string} ago and again in the last #{days_string}"
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+ end
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+ end
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+
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+ class ChurnMessage < Message
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+ def initialize growth_metric, previous_activity_metric, this_activity_metc, duration
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+ self.duration = duration
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+ self.title = 'Churn'
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+ self.pretext = "Acquired more than #{days_string} ago and did not do key activity in last #{days_string} over total acquired"
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+
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+ new_and_existing = growth_metric.finish
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+ lost_existing = (previous_activity_metric.ids - this_activity_metc.ids).size
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+ final = new_and_existing - lost_existing
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+
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+ self.text = "#{lost_existing}/#{new_and_existing} (Churn rate: #{(lost_existing.to_f / new_and_existing.to_f * 100).round(0)}%)"
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+ end
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+ end
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+ end
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+ module Totalizer
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+ class Metric
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+ attr_accessor :model, :date, :duration, :filter, :map, :ids, :value
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+
5
+ def initialize params
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+ self.model = params[:model]
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+ self.date = params[:date] || DateTime.now
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+ self.duration = params[:duration] || 7
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+ self.filter = params[:filter]
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+ self.map = params[:map] || 'id'
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+ validate_attributes!
12
+ end
13
+
14
+ def attributes
15
+ { model: model, date: date, duration: duration, filter: filter, map: map }
16
+ end
17
+
18
+ def end_date
19
+ date
20
+ end
21
+
22
+ def start_date
23
+ date - duration.days
24
+ end
25
+
26
+ def ids
27
+ @ids ||= calculate(created_at: start_date..end_date)
28
+ end
29
+
30
+ def value
31
+ ids.size
32
+ end
33
+
34
+ def start_ids
35
+ @start_ids ||= calculate(["created_at < ?", start_date])
36
+ end
37
+
38
+ def start
39
+ start_ids.size
40
+ end
41
+
42
+ def finish_ids
43
+ @finish_ids ||= calculate(["created_at < ?", end_date])
44
+ end
45
+
46
+ def finish
47
+ finish_ids.size
48
+ end
49
+
50
+ def rate
51
+ (finish - start).to_f / start.to_f
52
+ end
53
+
54
+ private
55
+
56
+ def calculate where
57
+ model.where(filter).where(where).map { |object| object.send(map) }.uniq
58
+ end
59
+
60
+ def validate_attributes!
61
+ raise Errors::InvalidModel if model.nil?
62
+ raise Errors::InvalidDate unless date.kind_of?(DateTime)
63
+ raise Errors::InvalidDuration unless duration.kind_of?(Integer)
64
+ end
65
+ end
66
+ end
@@ -0,0 +1,37 @@
1
+ module Totalizer
2
+ class Step
3
+ attr_accessor :start_ids, :end_ids
4
+
5
+ def initialize start_ids, end_ids
6
+ self.start_ids = start_ids
7
+ self.end_ids = end_ids
8
+ validate!
9
+ end
10
+
11
+ def rate
12
+ (finish.to_f/(start.to_f.nonzero? || 1)).round(2)
13
+ end
14
+
15
+ def ids
16
+ @ids ||= calculate
17
+ end
18
+
19
+ def start
20
+ start_ids.size
21
+ end
22
+
23
+ def finish
24
+ ids.size
25
+ end
26
+
27
+ private
28
+
29
+ def validate!
30
+ raise Errors::InvalidData unless start_ids.kind_of?(Array) && end_ids.kind_of?(Array)
31
+ end
32
+
33
+ def calculate
34
+ start_ids & end_ids
35
+ end
36
+ end
37
+ end
@@ -0,0 +1,3 @@
1
+ module Totalizer
2
+ VERSION = "0.0.2"
3
+ end
data/lib/totalizer.rb ADDED
@@ -0,0 +1,6 @@
1
+ require "totalizer/version"
2
+ require 'totalizer/errors'
3
+ require 'totalizer/metric'
4
+ require 'totalizer/step'
5
+ require 'totalizer/factory'
6
+ require 'totalizer/message'
@@ -0,0 +1,141 @@
1
+ require 'spec_helper'
2
+
3
+ describe Totalizer::Factory do
4
+ let(:growth_metric) { Totalizer::Metric.new model: User }
5
+ let(:activity_metric) { Totalizer::Metric.new model: Post, map: 'user_id' }
6
+ let(:duration) { nil }
7
+ let(:date) { nil }
8
+ let(:factory) { Totalizer::Factory.new growth_metric: growth_metric, activity_metric: activity_metric, date: date, retention_duration: 7, churn_duration: 7 }
9
+
10
+ describe "Validate" do
11
+ it "requires metrics" do
12
+ expect{ Totalizer::Factory.new(growth_metric: 'fake', activity_metric: 'metric') }.to raise_exception(Totalizer::Errors::InvalidData)
13
+ end
14
+
15
+ it "requires activity metric" do
16
+ expect{ Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: 'metric') }.to raise_exception(Totalizer::Errors::InvalidData)
17
+ end
18
+
19
+ it "requires growth metric" do
20
+ expect{ Totalizer::Factory.new(growth_metric: 'fake', activity_metric: activity_metric) }.to raise_exception(Totalizer::Errors::InvalidData)
21
+ end
22
+
23
+ it "requires a valid datetime" do
24
+ expect{ Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric, date: 'Whenever') }.to raise_exception(Totalizer::Errors::InvalidDate)
25
+ end
26
+
27
+ it "requires a acquisition duration" do
28
+ expect{ Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric, acquisition_duration: 'Whatever') }.to raise_exception(Totalizer::Errors::InvalidDuration)
29
+ end
30
+
31
+ it "requires a activation duration" do
32
+ expect{ Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric, activation_duration: 'Whatever') }.to raise_exception(Totalizer::Errors::InvalidDuration)
33
+ end
34
+
35
+ it "requires a retention duration" do
36
+ expect{ Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric, retention_duration: 'Whatever') }.to raise_exception(Totalizer::Errors::InvalidDuration)
37
+ end
38
+
39
+ it "requires a churn duration" do
40
+ expect{ Totalizer::Factory.new(growth_metric: growth_metric, activity_metric: activity_metric, churn_duration: 'Whatever') }.to raise_exception(Totalizer::Errors::InvalidDuration)
41
+ end
42
+ end
43
+
44
+ describe "Initialize" do
45
+ it "defaults to today" do
46
+ expect(factory.date).to eq DateTime.now
47
+ end
48
+
49
+ it "defaults to 7 day acquisition duration" do
50
+ expect(factory.acquisition_duration).to eq 7
51
+ end
52
+ end
53
+
54
+ describe "Calculate" do
55
+ let!(:user) { FactoryGirl.create :user, created_at: 2.days.ago }
56
+ let(:user_2) { FactoryGirl.create :user, created_at: 4.days.ago }
57
+ let(:user_3) { FactoryGirl.create :user, created_at: 8.days.ago }
58
+ let(:user_4) { FactoryGirl.create :user, created_at: 10.days.ago }
59
+ let(:user_5) { FactoryGirl.create :user, created_at: 11.days.ago }
60
+ let(:user_6) { FactoryGirl.create :user, created_at: 12.days.ago }
61
+ before do
62
+ user
63
+ FactoryGirl.create :post, user_id: user_2.id, created_at: 4.days.ago
64
+ FactoryGirl.create :post, user_id: user_3.id, created_at: 8.days.ago
65
+ FactoryGirl.create :post, user_id: user_4.id, created_at: 8.days.ago
66
+ FactoryGirl.create :post, user_id: user_4.id, created_at: 2.days.ago
67
+ FactoryGirl.create :post, user_id: user_5.id, created_at: 11.days.ago
68
+ FactoryGirl.create :post, user_id: user_6.id, created_at: 12.days.ago
69
+ end
70
+
71
+ describe "Acquisition" do
72
+ it "returns title" do
73
+ expect(factory.acquisition.title).to eq 'Acqusition'
74
+ end
75
+
76
+ it "returns pretext" do
77
+ expect(factory.acquisition.pretext).to eq 'Signed up in the last 7 days'
78
+ end
79
+
80
+ it "returns text" do
81
+ expect(factory.acquisition.text).to eq "2 (Growth rate: 50%)"
82
+ end
83
+ end
84
+
85
+ describe "Activation" do
86
+ it "returns title" do
87
+ expect(factory.activation.title).to eq 'Activation'
88
+ end
89
+
90
+ it "returns pretext" do
91
+ expect(factory.activation.pretext).to eq 'Signed up in the last 7 days and did key activity'
92
+ end
93
+
94
+ it "returns text" do
95
+ expect(factory.activation.text).to eq "1/2 (Conversion rate: 50%)"
96
+ end
97
+ end
98
+
99
+ describe "Engagement" do
100
+ it "returns title" do
101
+ expect(factory.engagement.title).to eq 'Engagement'
102
+ end
103
+
104
+ it "returns pretext" do
105
+ expect(factory.engagement.pretext).to eq 'Signed up more than 7 days ago and did key activity in the last 7 days'
106
+ end
107
+
108
+ it "returns text" do
109
+ expect(factory.engagement.text).to eq "1/4 (Engagement rate: 25%)"
110
+ end
111
+ end
112
+
113
+ describe "Retention" do
114
+ it "returns title" do
115
+ expect(factory.retention.title).to eq 'Retention'
116
+ end
117
+
118
+ it "returns pretext" do
119
+ expect(factory.retention.pretext).to eq 'Did key activity more than 7 days ago and again in the last 7 days'
120
+ end
121
+
122
+ it "returns text" do
123
+ expect(factory.retention.text).to eq "1/4 (Conversion rate: 25%)"
124
+ end
125
+ end
126
+
127
+ describe "Churn" do
128
+ it "returns title" do
129
+ expect(factory.churn.title).to eq 'Churn'
130
+ end
131
+
132
+ it "returns pretext" do
133
+ expect(factory.churn.pretext).to eq 'Acquired more than 7 days ago and did not do key activity in last 7 days over total acquired'
134
+ end
135
+
136
+ it "returns text" do
137
+ expect(factory.churn.text).to eq "3/6 (Churn rate: 50%)"
138
+ end
139
+ end
140
+ end
141
+ end
@@ -0,0 +1,116 @@
1
+ require 'spec_helper'
2
+
3
+ describe Totalizer::Metric do
4
+ let(:metric) { Totalizer::Metric.new(model: User) }
5
+
6
+ describe "Validate" do
7
+ it "requires a model" do
8
+ expect{ Totalizer::Metric.new(model: nil) }.to raise_exception(Totalizer::Errors::InvalidModel)
9
+ end
10
+
11
+ it "requires a valid datetime" do
12
+ expect{ Totalizer::Metric.new(model: User, date: 'Whenever') }.to raise_exception(Totalizer::Errors::InvalidDate)
13
+ end
14
+
15
+ it "requires a duration" do
16
+ expect{ Totalizer::Metric.new(model: User, duration: 'Whatever') }.to raise_exception(Totalizer::Errors::InvalidDuration)
17
+ end
18
+ end
19
+
20
+ describe "Initialize" do
21
+ it "defaults to today" do
22
+ expect(metric.date).to eq DateTime.now
23
+ end
24
+
25
+ it "defaults to 7 day duration" do
26
+ expect(metric.duration).to eq 7
27
+ end
28
+
29
+ it "sets the range" do
30
+ expect(metric.start_date).to eq DateTime.now - 7.days
31
+ expect(metric.end_date).to eq DateTime.now
32
+ end
33
+
34
+ it "defaults map to id" do
35
+ expect(metric.map).to eq 'id'
36
+ end
37
+ end
38
+
39
+
40
+ describe "Calculate" do
41
+ let!(:user_1) { FactoryGirl.create :user, created_at: 8.days.ago }
42
+ let!(:user_2) { FactoryGirl.create :user, created_at: 3.days.ago }
43
+ let!(:user_3) { FactoryGirl.create :user, created_at: 2.days.ago }
44
+
45
+ it "maps the ids for the duration" do
46
+ expect(metric.ids).to eq [user_2.id, user_3.id]
47
+ end
48
+
49
+ it "counts the ids for duration" do
50
+ expect(metric.value).to eq 2
51
+ end
52
+
53
+ it "maps the ids for the start" do
54
+ expect(metric.start_ids).to eq [user_1.id]
55
+ end
56
+
57
+ it "counts the ids for start" do
58
+ expect(metric.start).to eq 1
59
+ end
60
+
61
+ it "maps the ids for the end" do
62
+ expect(metric.finish_ids).to eq [user_1.id, user_2.id, user_3.id]
63
+ end
64
+
65
+ it "counts the ids for end" do
66
+ expect(metric.finish).to eq 3
67
+ end
68
+
69
+ it "calculates the rate of rate" do
70
+ expect(metric.rate).to eq 2
71
+ end
72
+
73
+ describe 'with invalid filter' do
74
+ let(:metric) { Totalizer::Metric.new(model: User, date: DateTime.now, duration: 7, filter: 'non_existant_field = true') }
75
+
76
+ it "requires a valid filter" do
77
+ expect{ metric.value }.to raise_exception(ActiveRecord::StatementInvalid)
78
+ end
79
+ end
80
+ end
81
+
82
+ describe "Filter" do
83
+ let!(:user_1) { FactoryGirl.create :user, created_at: 8.days.ago, actions: 2 }
84
+ let!(:user_2) { FactoryGirl.create :user, created_at: 3.days.ago, actions: 0 }
85
+ let!(:user_3) { FactoryGirl.create :user, created_at: 2.days.ago, actions: 2 }
86
+ let(:metric) { Totalizer::Metric.new(model: User, filter: "actions > 0") }
87
+
88
+ it "maps the ids for the duration" do
89
+ expect(metric.ids).to eq [user_3.id]
90
+ end
91
+
92
+ it "counts the ids for duration" do
93
+ expect(metric.value).to eq 1
94
+ end
95
+
96
+ it "maps the ids for the start" do
97
+ expect(metric.start_ids).to eq [user_1.id]
98
+ end
99
+
100
+ it "counts the ids for start" do
101
+ expect(metric.start).to eq 1
102
+ end
103
+
104
+ it "maps the ids for the end" do
105
+ expect(metric.finish_ids).to eq [user_1.id, user_3.id]
106
+ end
107
+
108
+ it "counts the ids for end" do
109
+ expect(metric.finish).to eq 2
110
+ end
111
+
112
+ it "calculates the rate of rate" do
113
+ expect(metric.rate).to eq 1
114
+ end
115
+ end
116
+ end
@@ -0,0 +1,48 @@
1
+ require 'spec_helper'
2
+
3
+ describe Totalizer::Step do
4
+ let(:metric_1) { Totalizer::Metric.new(model: User) }
5
+ let(:metric_2) { Totalizer::Metric.new(model: Post, map: 'user_id') }
6
+
7
+ describe "Validate" do
8
+ it "requires arrays" do
9
+ expect{ Totalizer::Step.new('fake', 'metric') }.to raise_exception(Totalizer::Errors::InvalidData)
10
+ end
11
+
12
+ it "requires two arrays" do
13
+ expect{ Totalizer::Step.new(metric_1.ids, 'metric') }.to raise_exception(Totalizer::Errors::InvalidData)
14
+ end
15
+
16
+ it "requires two arrays" do
17
+ expect{ Totalizer::Step.new('fake', metric_2.ids) }.to raise_exception(Totalizer::Errors::InvalidData)
18
+ end
19
+ end
20
+
21
+ describe "Calculate" do
22
+ let(:user) { FactoryGirl.create :user, created_at: 2.days.ago }
23
+ let(:user_2) { FactoryGirl.create :user, created_at: 4.days.ago }
24
+ let(:user_3) { FactoryGirl.create :user, created_at: 8.days.ago }
25
+ let(:step) { Totalizer::Step.new metric_1.ids, metric_2.ids }
26
+ before do
27
+ user
28
+ FactoryGirl.create :post, user_id: user_2.id, created_at: 4.days.ago
29
+ FactoryGirl.create :post, user_id: user_3.id, created_at: 8.days.ago
30
+ end
31
+
32
+ it "maps the ids who finishd the step" do
33
+ expect(step.ids).to eq [user_2.id]
34
+ end
35
+
36
+ it "counts the number who start the step" do
37
+ expect(step.start).to eq 2
38
+ end
39
+
40
+ it "counts the number who finishd the step" do
41
+ expect(step.finish).to eq 1
42
+ end
43
+
44
+ it "calculates the rate from previous step" do
45
+ expect(step.rate).to eq 0.5
46
+ end
47
+ end
48
+ end
@@ -0,0 +1,45 @@
1
+ # This file was generated by the `rspec --init` command. Conventionally, all
2
+ # specs live under a `spec` directory, which RSpec adds to the `$LOAD_PATH`.
3
+ # Require this file using `require "spec_helper"` to ensure that it is only
4
+ # loaded once.
5
+ #
6
+ # See http://rubydoc.info/gems/rspec-core/RSpec/Core/Configuration
7
+ #
8
+ #
9
+ require 'totalizer'
10
+ require 'active_record'
11
+ require 'factory_girl'
12
+ require 'database_cleaner'
13
+ require 'timecop'
14
+
15
+ ActiveRecord::Base.establish_connection adapter: "sqlite3", database: ":memory:"
16
+ load File.dirname(__FILE__) + '/support/schema.rb'
17
+ require File.dirname(__FILE__) + '/support/models.rb'
18
+ require File.dirname(__FILE__) + '/support/factories.rb'
19
+
20
+ RSpec.configure do |config|
21
+ config.run_all_when_everything_filtered = true
22
+ config.filter_run :focus
23
+
24
+ # Run specs in random order to surface order dependencies. If you find an
25
+ # order dependency and want to debug it, you can fix the order by providing
26
+ # the seed, which is printed after each run.
27
+ # --seed 1234
28
+ config.order = 'random'
29
+
30
+ config.include FactoryGirl::Syntax::Methods
31
+
32
+ config.before(:suite) do
33
+ DatabaseCleaner.strategy = :truncation
34
+ end
35
+
36
+ config.before(:each) do
37
+ Timecop.freeze(Time.local(1990))
38
+ DatabaseCleaner.start
39
+ end
40
+
41
+ config.after(:each) do
42
+ Timecop.return
43
+ DatabaseCleaner.clean
44
+ end
45
+ end
@@ -0,0 +1,11 @@
1
+ # Read about factories at https://github.com/thoughtbot/factory_girl
2
+
3
+ FactoryGirl.define do
4
+ factory :user do
5
+ end
6
+ end
7
+
8
+ FactoryGirl.define do
9
+ factory :post do
10
+ end
11
+ end
@@ -0,0 +1,5 @@
1
+ class User < ActiveRecord::Base
2
+ end
3
+
4
+ class Post < ActiveRecord::Base
5
+ end
@@ -0,0 +1,13 @@
1
+ ActiveRecord::Schema.define do
2
+ self.verbose = false
3
+
4
+ create_table :users, force: true do |t|
5
+ t.integer :actions
6
+ t.timestamps
7
+ end
8
+
9
+ create_table :posts, force: true do |t|
10
+ t.integer :user_id
11
+ t.timestamps
12
+ end
13
+ end
data/totalizer.gemspec ADDED
@@ -0,0 +1,29 @@
1
+ # coding: utf-8
2
+ lib = File.expand_path('../lib', __FILE__)
3
+ $LOAD_PATH.unshift(lib) unless $LOAD_PATH.include?(lib)
4
+ require 'totalizer/version'
5
+
6
+ Gem::Specification.new do |spec|
7
+ spec.name = "totalizer"
8
+ spec.version = Totalizer::VERSION
9
+ spec.authors = ["Michael Dijkstra"]
10
+ spec.email = ["micdijkstra@gmail.com"]
11
+ spec.summary = %q{Totalizer makes it easy to calculate important metrics in your Rails app.}
12
+ spec.description = %q{Provides tools to Ruby on Rails developers to create calculations for acquisiton, activation, engagement, retention and churn.}
13
+ spec.homepage = ""
14
+ spec.license = "MIT"
15
+
16
+ spec.files = `git ls-files -z`.split("\x0")
17
+ spec.executables = spec.files.grep(%r{^bin/}) { |f| File.basename(f) }
18
+ spec.test_files = spec.files.grep(%r{^(test|spec|features)/})
19
+ spec.require_paths = ["lib"]
20
+
21
+ spec.add_development_dependency "bundler", "~> 1.6"
22
+ spec.add_development_dependency "rake"
23
+ spec.add_development_dependency "rspec", "~> 2.6"
24
+ spec.add_development_dependency "activerecord"
25
+ spec.add_development_dependency "sqlite3"
26
+ spec.add_development_dependency "factory_girl_rails"
27
+ spec.add_development_dependency "database_cleaner"
28
+ spec.add_development_dependency "timecop"
29
+ end
metadata ADDED
@@ -0,0 +1,184 @@
1
+ --- !ruby/object:Gem::Specification
2
+ name: totalizer
3
+ version: !ruby/object:Gem::Version
4
+ version: 0.0.2
5
+ platform: ruby
6
+ authors:
7
+ - Michael Dijkstra
8
+ autorequire:
9
+ bindir: bin
10
+ cert_chain: []
11
+ date: 2016-10-01 00:00:00.000000000 Z
12
+ dependencies:
13
+ - !ruby/object:Gem::Dependency
14
+ name: bundler
15
+ requirement: !ruby/object:Gem::Requirement
16
+ requirements:
17
+ - - "~>"
18
+ - !ruby/object:Gem::Version
19
+ version: '1.6'
20
+ type: :development
21
+ prerelease: false
22
+ version_requirements: !ruby/object:Gem::Requirement
23
+ requirements:
24
+ - - "~>"
25
+ - !ruby/object:Gem::Version
26
+ version: '1.6'
27
+ - !ruby/object:Gem::Dependency
28
+ name: rake
29
+ requirement: !ruby/object:Gem::Requirement
30
+ requirements:
31
+ - - ">="
32
+ - !ruby/object:Gem::Version
33
+ version: '0'
34
+ type: :development
35
+ prerelease: false
36
+ version_requirements: !ruby/object:Gem::Requirement
37
+ requirements:
38
+ - - ">="
39
+ - !ruby/object:Gem::Version
40
+ version: '0'
41
+ - !ruby/object:Gem::Dependency
42
+ name: rspec
43
+ requirement: !ruby/object:Gem::Requirement
44
+ requirements:
45
+ - - "~>"
46
+ - !ruby/object:Gem::Version
47
+ version: '2.6'
48
+ type: :development
49
+ prerelease: false
50
+ version_requirements: !ruby/object:Gem::Requirement
51
+ requirements:
52
+ - - "~>"
53
+ - !ruby/object:Gem::Version
54
+ version: '2.6'
55
+ - !ruby/object:Gem::Dependency
56
+ name: activerecord
57
+ requirement: !ruby/object:Gem::Requirement
58
+ requirements:
59
+ - - ">="
60
+ - !ruby/object:Gem::Version
61
+ version: '0'
62
+ type: :development
63
+ prerelease: false
64
+ version_requirements: !ruby/object:Gem::Requirement
65
+ requirements:
66
+ - - ">="
67
+ - !ruby/object:Gem::Version
68
+ version: '0'
69
+ - !ruby/object:Gem::Dependency
70
+ name: sqlite3
71
+ requirement: !ruby/object:Gem::Requirement
72
+ requirements:
73
+ - - ">="
74
+ - !ruby/object:Gem::Version
75
+ version: '0'
76
+ type: :development
77
+ prerelease: false
78
+ version_requirements: !ruby/object:Gem::Requirement
79
+ requirements:
80
+ - - ">="
81
+ - !ruby/object:Gem::Version
82
+ version: '0'
83
+ - !ruby/object:Gem::Dependency
84
+ name: factory_girl_rails
85
+ requirement: !ruby/object:Gem::Requirement
86
+ requirements:
87
+ - - ">="
88
+ - !ruby/object:Gem::Version
89
+ version: '0'
90
+ type: :development
91
+ prerelease: false
92
+ version_requirements: !ruby/object:Gem::Requirement
93
+ requirements:
94
+ - - ">="
95
+ - !ruby/object:Gem::Version
96
+ version: '0'
97
+ - !ruby/object:Gem::Dependency
98
+ name: database_cleaner
99
+ requirement: !ruby/object:Gem::Requirement
100
+ requirements:
101
+ - - ">="
102
+ - !ruby/object:Gem::Version
103
+ version: '0'
104
+ type: :development
105
+ prerelease: false
106
+ version_requirements: !ruby/object:Gem::Requirement
107
+ requirements:
108
+ - - ">="
109
+ - !ruby/object:Gem::Version
110
+ version: '0'
111
+ - !ruby/object:Gem::Dependency
112
+ name: timecop
113
+ requirement: !ruby/object:Gem::Requirement
114
+ requirements:
115
+ - - ">="
116
+ - !ruby/object:Gem::Version
117
+ version: '0'
118
+ type: :development
119
+ prerelease: false
120
+ version_requirements: !ruby/object:Gem::Requirement
121
+ requirements:
122
+ - - ">="
123
+ - !ruby/object:Gem::Version
124
+ version: '0'
125
+ description: Provides tools to Ruby on Rails developers to create calculations for
126
+ acquisiton, activation, engagement, retention and churn.
127
+ email:
128
+ - micdijkstra@gmail.com
129
+ executables: []
130
+ extensions: []
131
+ extra_rdoc_files: []
132
+ files:
133
+ - ".gitignore"
134
+ - Gemfile
135
+ - LICENSE.txt
136
+ - README.md
137
+ - Rakefile
138
+ - lib/totalizer.rb
139
+ - lib/totalizer/errors.rb
140
+ - lib/totalizer/factory.rb
141
+ - lib/totalizer/message.rb
142
+ - lib/totalizer/metric.rb
143
+ - lib/totalizer/step.rb
144
+ - lib/totalizer/version.rb
145
+ - spec/lib/totalizer/factory_spec.rb
146
+ - spec/lib/totalizer/metric_spec.rb
147
+ - spec/lib/totalizer/step_spec.rb
148
+ - spec/spec_helper.rb
149
+ - spec/support/factories.rb
150
+ - spec/support/models.rb
151
+ - spec/support/schema.rb
152
+ - totalizer.gemspec
153
+ homepage: ''
154
+ licenses:
155
+ - MIT
156
+ metadata: {}
157
+ post_install_message:
158
+ rdoc_options: []
159
+ require_paths:
160
+ - lib
161
+ required_ruby_version: !ruby/object:Gem::Requirement
162
+ requirements:
163
+ - - ">="
164
+ - !ruby/object:Gem::Version
165
+ version: '0'
166
+ required_rubygems_version: !ruby/object:Gem::Requirement
167
+ requirements:
168
+ - - ">="
169
+ - !ruby/object:Gem::Version
170
+ version: '0'
171
+ requirements: []
172
+ rubyforge_project:
173
+ rubygems_version: 2.6.6
174
+ signing_key:
175
+ specification_version: 4
176
+ summary: Totalizer makes it easy to calculate important metrics in your Rails app.
177
+ test_files:
178
+ - spec/lib/totalizer/factory_spec.rb
179
+ - spec/lib/totalizer/metric_spec.rb
180
+ - spec/lib/totalizer/step_spec.rb
181
+ - spec/spec_helper.rb
182
+ - spec/support/factories.rb
183
+ - spec/support/models.rb
184
+ - spec/support/schema.rb