Trackable application tours for Rails with i18n support
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README.md

Abraham

Guide your users in the one true path.

Watercolor Sheep

Abraham injects dynamically-generated Shepherd.js code into your Rails application whenever a user should see a guided tour. Skip a tour, and we'll try again next time; complete a tour, and it won't show up again.

  • Define tour content with simple YAML files, in any/many languages.
  • Organize tours by controller and action.
  • Plays nicely with Turbolinks.

Requirements

Abraham needs to know the current user to track tour views, e.g. current_user from Devise.

Installation

Add abraham and its JavaScript dependencies to your Gemfile:

gem 'abraham'

source 'https://rails-assets.org' do
  gem 'rails-assets-shepherd.js', '~> 1.8'
  gem 'rails-assets-js-cookie', '~> 2.1'
end

Then run:

$ bundle install
$ rails generate abraham:install

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

//= require abraham

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

//= require "shepherd.js/dist/css/shepherd-theme-default"

Shepherd.js provides the following themes:

  • shepherd-theme-arrows
  • shepherd-theme-arrows-fix
  • shepherd-theme-arrows-plain-buttons
  • shepherd-theme-dark
  • shepherd-theme-default
  • shepherd-theme-square
  • shepherd-theme-square-dark

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

defaults: &defaults
  :default_theme: 'shepherd-theme-arrows'

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

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

Defining your tours

Define your tours in the config/tours directory. Its directory structure should mirror your application's controllers, and the tour files should mirror your actions/views.

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

NB: You must specify a locale in the filename, even if you're only supporting one language.

Tour content

A tour is composed of a series of steps. A step may have a title and must have a description. You may attach a step to a particular element on the page, and place the callout to the left, right, top, or bottom.

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

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

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

Testing your tours

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

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

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