analytics/lib/plausible_web/live/goal_settings/form.ex

625 lines
18 KiB
Elixir

defmodule PlausibleWeb.Live.GoalSettings.Form do
@moduledoc """
Live view for the goal creation form
"""
use PlausibleWeb, :live_component
use Plausible
alias PlausibleWeb.Live.Components.ComboBox
alias Plausible.Repo
def update(assigns, socket) do
site = Repo.preload(assigns.site, [:team, :owners])
has_access_to_revenue_goals? =
Plausible.Billing.Feature.RevenueGoals.check_availability(site.team) == :ok
form =
(assigns.goal || %Plausible.Goal{})
|> Plausible.Goal.changeset()
|> to_form()
selected_tab =
case assigns.goal do
%{page_path: p, scroll_threshold: s} when not is_nil(p) and s > -1 -> "scroll"
%{page_path: p} when not is_nil(p) -> "pageviews"
_goal_or_nil -> "custom_events"
end
socket =
socket
|> assign(
id: assigns.id,
context_unique_id: assigns.context_unique_id,
form: form,
event_name_options_count: length(assigns.event_name_options),
event_name_options: Enum.map(assigns.event_name_options, &{&1, &1}),
current_user: assigns.current_user,
site_role: assigns.site_role,
site_team: assigns.site_team,
domain: assigns.domain,
selected_tab: selected_tab,
tab_sequence_id: 0,
site: site,
has_access_to_revenue_goals?: has_access_to_revenue_goals?,
existing_goals: assigns.existing_goals,
on_save_goal: assigns.on_save_goal,
on_autoconfigure: assigns.on_autoconfigure,
goal: assigns.goal
)
{:ok, socket}
end
# Regular functions instead of component calls are used here
# explicitly to avoid breaking change tracking. Done following
# advice from https://hexdocs.pm/phoenix_live_view/assigns-eex.html#the-assigns-variable.
def render(assigns) do
~H"""
<div id={@id}>
{if @goal, do: edit_form(assigns)}
{if is_nil(@goal), do: create_form(assigns)}
</div>
"""
end
def edit_form(assigns) do
~H"""
<.form :let={f} for={@form} phx-submit="save-goal" phx-target={@myself}>
<.title>Edit goal for {@domain}</.title>
<.custom_event_fields
:if={@selected_tab == "custom_events"}
f={f}
suffix={@context_unique_id}
site_role={@site_role}
site_team={@site_team}
site={@site}
goal={@goal}
existing_goals={@existing_goals}
goal_options={@event_name_options}
has_access_to_revenue_goals?={@has_access_to_revenue_goals?}
/>
<.pageview_fields
:if={@selected_tab == "pageviews"}
f={f}
goal={@goal}
suffix={@context_unique_id}
site={@site}
/>
<.scroll_fields
:if={@selected_tab == "scroll"}
f={f}
goal={@goal}
suffix={@context_unique_id}
site={@site}
/>
<.button type="submit" class="w-full">
Update goal
</.button>
</.form>
"""
end
def create_form(assigns) do
~H"""
<.form
:let={f}
x-data="{ tabSelectionInProgress: false }"
for={@form}
phx-submit="save-goal"
phx-target={@myself}
>
<.title>Add goal for {@domain}</.title>
<.tabs current_user={@current_user} site={@site} selected_tab={@selected_tab} myself={@myself} />
<.custom_event_fields
:if={@selected_tab == "custom_events"}
x-show="!tabSelectionInProgress"
f={f}
suffix={suffix(@context_unique_id, @tab_sequence_id)}
site_role={@site_role}
site_team={@site_team}
site={@site}
existing_goals={@existing_goals}
goal_options={@event_name_options}
has_access_to_revenue_goals?={@has_access_to_revenue_goals?}
x-init="tabSelectionInProgress = false"
/>
<.pageview_fields
:if={@selected_tab == "pageviews"}
x-show="!tabSelectionInProgress"
f={f}
suffix={suffix(@context_unique_id, @tab_sequence_id)}
site={@site}
x-init="tabSelectionInProgress = false"
/>
<.scroll_fields
:if={@selected_tab == "scroll"}
x-show="!tabSelectionInProgress"
f={f}
suffix={suffix(@context_unique_id, @tab_sequence_id)}
site={@site}
x-init="tabSelectionInProgress = false"
/>
<div x-show="!tabSelectionInProgress">
<.button type="submit" class="w-full">
Add goal
</.button>
</div>
<button
:if={@selected_tab == "custom_events" && @event_name_options_count > 0}
x-show="!tabSelectionInProgress"
class="mt-4 text-sm hover:underline text-indigo-600 dark:text-indigo-400 text-left"
phx-click="autoconfigure"
phx-target={@myself}
>
<span :if={@event_name_options_count > 1}>
Already sending custom events? We've found {@event_name_options_count} custom events from the last 6 months that are not yet configured as goals. Click here to add them.
</span>
<span :if={@event_name_options_count == 1}>
Already sending custom events? We've found 1 custom event from the last 6 months that is not yet configured as a goal. Click here to add it.
</span>
</button>
</.form>
"""
end
attr(:f, Phoenix.HTML.Form)
attr(:site, Plausible.Site)
attr(:suffix, :string)
attr(:goal, Plausible.Goal, default: nil)
attr(:rest, :global)
def pageview_fields(assigns) do
~H"""
<div id="pageviews-form" class="py-2" {@rest}>
<div class="text-sm pb-6 text-gray-500 dark:text-gray-400 text-justify rounded-md">
Pageview goals allow you to measure how many people visit a specific page or section of your site. Learn more in <.styled_link
href="https://plausible.io/docs/pageview-goals"
new_tab={true}
>
our docs
</.styled_link>.
</div>
<.label for={"page_path_input_#{@suffix}"}>
Page path
</.label>
<.live_component
id={"page_path_input_#{@suffix}"}
submit_name="goal[page_path]"
class={[
"py-2"
]}
module={ComboBox}
suggest_fun={fn input, _options -> suggest_page_paths(input, @site) end}
selected={if @goal && @goal.page_path, do: @goal.page_path}
creatable
x-on-selection-change="document.getElementById('pageview_display_name_input').setAttribute('value', 'Visit ' + $event.detail.value.displayValue)"
/>
<.error :for={msg <- Enum.map(@f[:page_path].errors, &translate_error/1)}>
{msg}
</.error>
<.input
label="Display name"
id="pageview_display_name_input"
field={@f[:display_name]}
type="text"
x-data="{ firstFocus: true }"
x-on:focus="if (firstFocus) { $el.select(); firstFocus = false; }"
/>
</div>
"""
end
attr(:f, Phoenix.HTML.Form)
attr(:site, Plausible.Site)
attr(:suffix, :string)
attr(:goal, Plausible.Goal, default: nil)
attr(:rest, :global)
def scroll_fields(assigns) do
js =
if is_nil(assigns.goal) do
"""
{
scrollThreshold: '90',
pagePath: '',
displayName: '',
updateDisplayName() {
if (this.scrollThreshold && this.pagePath) {
this.displayName = `Scroll ${this.scrollThreshold}% on ${this.pagePath}`
}
}
}
"""
else
"""
{
scrollThreshold: '#{assigns.goal.scroll_threshold}',
pagePath: '#{assigns.goal.page_path}',
displayName: '#{assigns.goal.display_name}',
updateDisplayName() {}
}
"""
end
assigns = assign(assigns, :js, js)
~H"""
<div id="scroll-form" class="py-2" x-data={@js} {@rest}>
<div class="text-sm pb-6 text-gray-500 dark:text-gray-400 text-justify rounded-md">
Scroll Depth goals allow you to see how many people scroll beyond your desired scroll depth percentage threshold. Learn more in <.styled_link
href="https://plausible.io/docs/scroll-depth"
new_tab={true}
>
our docs
</.styled_link>.
</div>
<.label for={"scroll_threshold_input_#{@suffix}"}>
Scroll percentage threshold (1-100)
</.label>
<.input
id={"scroll_threshold_input_#{@suffix}"}
required
field={@f[:scroll_threshold]}
type="number"
min="1"
max="100"
step="1"
x-model="scrollThreshold"
x-on:change="updateDisplayName"
/>
<.label for={"scroll_page_path_input_#{@suffix}"} class="mt-3">
Page path
</.label>
<.live_component
id={"scroll_page_path_input_#{@suffix}"}
submit_name="goal[page_path]"
class={[
"py-2"
]}
module={ComboBox}
suggest_fun={fn input, _options -> suggest_page_paths(input, @site) end}
selected={if @goal && @goal.page_path, do: @goal.page_path}
creatable
x-on-selection-change="pagePath = $event.detail.value.displayValue; updateDisplayName()"
/>
<.error :for={msg <- Enum.map(@f[:page_path].errors, &translate_error/1)}>
{msg}
</.error>
<.input
label="Display name"
id="scroll_display_name_input"
field={@f[:display_name]}
type="text"
x-model="displayName"
x-data="{ firstFocus: true }"
x-on:focus="if (firstFocus) { $el.select(); firstFocus = false; }"
/>
</div>
"""
end
attr(:f, Phoenix.HTML.Form)
attr(:site, Plausible.Site)
attr(:site_role, :atom)
attr(:site_team, Plausible.Teams.Team)
attr(:suffix, :string)
attr(:existing_goals, :list)
attr(:goal_options, :list)
attr(:goal, Plausible.Goal, default: nil)
attr(:has_access_to_revenue_goals?, :boolean)
attr(:rest, :global)
def custom_event_fields(assigns) do
~H"""
<div id="custom-events-form" class="py-2" {@rest}>
<div id="event-fields">
<div class="text-sm pb-6 text-gray-500 dark:text-gray-400 text-justify rounded-md">
Custom Events are not tracked by default - you have to configure them on your site to be sent to Plausible. See examples and learn more in <.styled_link
href="https://plausible.io/docs/custom-event-goals"
new_tab={true}
>
our docs
</.styled_link>.
</div>
<div>
<.label for={"event_name_input_#{@suffix}"}>
Event name
</.label>
<.live_component
id={"event_name_input_#{@suffix}"}
submit_name="goal[event_name]"
placeholder="e.g. Signup"
class={[
"py-2"
]}
module={ComboBox}
suggest_fun={fn input, _options -> suggest_event_names(input, @site, @existing_goals) end}
options={@goal_options}
selected={if @goal && @goal.event_name, do: @goal.event_name}
creatable
x-on-selection-change="document.getElementById('custom_event_display_name_input').setAttribute('value', $event.detail.value.displayValue)"
/>
<.error :for={msg <- Enum.map(@f[:event_name].errors, &translate_error/1)}>
{msg}
</.error>
</div>
<div class="mt-2">
<.input
label="Display name"
id="custom_event_display_name_input"
field={@f[:display_name]}
type="text"
x-data="{ firstFocus: true }"
x-on:focus="if (firstFocus) { $el.select(); firstFocus = false; }"
/>
</div>
<.revenue_goal_settings
:if={ee?()}
f={@f}
site={@site}
site_role={@site_role}
site_team={@site_team}
has_access_to_revenue_goals?={@has_access_to_revenue_goals?}
goal={@goal}
suffix={@suffix}
/>
</div>
</div>
"""
end
def revenue_goal_settings(%{goal: %{currency: nil}} = assigns) do
~H"""
<div class="h-2"></div>
"""
end
def revenue_goal_settings(assigns) do
js_data =
Jason.encode!(%{
active: !!assigns.f[:currency].value and assigns.f[:currency].value != "",
currency: assigns.f[:currency].value
})
assigns = assign(assigns, selected_currency: currency_option(assigns.goal), js_data: js_data)
~H"""
<div x-data={@js_data}>
<%= if is_nil(@goal) do %>
<div class="mt-6 mb-3">
<.revenue_toggle {assigns} />
</div>
<% else %>
<label
data-test="goal-currency-label"
class="mt-4 mb-2 text-sm block font-medium dark:text-gray-100"
>
Currency
</label>
<% end %>
<div class="mb-2" x-show="active" id={"revenue-input-#{@suffix}"}>
<.live_component
id={"currency_input_#{@suffix}"}
submit_name={@f[:currency].name}
module={ComboBox}
selected={@selected_currency}
suggest_fun={
on_ee do
fn
"", [] ->
Plausible.Goal.Revenue.currency_options()
input, options ->
ComboBox.StaticSearch.suggest(input, options, weight_threshold: 0.8)
end
end
}
/>
</div>
</div>
"""
end
def tabs(assigns) do
~H"""
<div class="text-sm mt-6 font-medium dark:text-gray-100">Goal trigger</div>
<div class="my-2 text-sm w-full flex gap-1 overflow-hidden">
<.tab
id="event-tab"
tab_value="custom_events"
selected?={@selected_tab == "custom_events"}
myself={@myself}
>
Custom event
</.tab>
<.tab
id="pageview-tab"
tab_value="pageviews"
selected?={@selected_tab == "pageviews"}
myself={@myself}
>
Pageview
</.tab>
<.tab
id="scroll-tab"
tab_value="scroll"
selected?={@selected_tab == "scroll"}
myself={@myself}
>
Scroll depth
</.tab>
</div>
"""
end
attr(:id, :string, required: true)
attr(:tab_value, :string, required: true)
attr(:selected?, :boolean, required: true)
attr(:myself, :any, required: true)
slot(:inner_block, required: true)
defp tab(assigns) do
~H"""
<a
class={[
"flex-1 text-center py-2.5 rounded-md font-medium hover:bg-gray-100 dark:hover:bg-gray-750 transition-colors duration-150",
"cursor-pointer",
@selected? && "bg-gray-150 dark:bg-gray-700 text-gray-800 dark:text-white",
!@selected? && "dark:text-gray-200 text-gray-600 hover:text-gray-800 dark:hover:text-white"
]}
id={@id}
x-on:click={!@selected? && "tabSelectionInProgress = true"}
phx-click="switch-tab"
phx-value-tab={@tab_value}
phx-target={@myself}
>
{render_slot(@inner_block)}
</a>
"""
end
def handle_event("switch-tab", %{"tab" => tab}, socket) do
socket =
socket
|> assign(:selected_tab, tab)
|> update(:tab_sequence_id, &(&1 + 1))
{:noreply, socket}
end
def handle_event("save-goal", %{"goal" => goal_params}, %{assigns: %{goal: nil}} = socket) do
case Plausible.Goals.create(socket.assigns.site, goal_params) do
{:ok, goal} ->
socket =
goal
|> Map.put(:funnels, [])
|> socket.assigns.on_save_goal.(socket)
{:noreply, socket}
{:error, %Ecto.Changeset{} = changeset} ->
{:noreply, assign(socket, form: to_form(changeset))}
end
end
def handle_event(
"save-goal",
%{"goal" => goal_params},
%{assigns: %{goal: %Plausible.Goal{} = goal}} = socket
) do
case Plausible.Goals.update(goal, goal_params) do
{:ok, goal} ->
socket = socket.assigns.on_save_goal.(goal, socket)
{:noreply, socket}
{:error, %Ecto.Changeset{} = changeset} ->
{:noreply, assign(socket, form: to_form(changeset))}
end
end
def handle_event("autoconfigure", _params, socket) do
{:noreply, socket.assigns.on_autoconfigure.(socket)}
end
def suggest_page_paths(input, site) do
query =
Plausible.Stats.Query.build!(
site,
:internal,
%{
"site_id" => site.domain,
"date_range" => "all",
"metrics" => ["pageviews"],
"include" => %{"imports" => true}
}
)
site
|> Plausible.Stats.filter_suggestions(query, "page", input)
|> Enum.map(fn %{label: label, value: value} -> {label, value} end)
end
def suggest_event_names(input, site, existing_goals) do
existing_names =
existing_goals
|> Enum.reject(&is_nil(&1.event_name))
|> Enum.map(& &1.event_name)
site
|> Plausible.Stats.GoalSuggestions.suggest_event_names(input, exclude: existing_names)
|> Enum.map(fn name -> {name, name} end)
end
defp suffix(context_unique_id, tab_sequence_id) do
"#{context_unique_id}-tabseq#{tab_sequence_id}"
end
on_ee do
defp currency_option(nil), do: nil
defp currency_option(goal) do
Plausible.Goal.Revenue.revenue?(goal) &&
Plausible.Goal.Revenue.currency_option(goal.currency)
end
else
defp currency_option(_), do: nil
end
defp revenue_toggle(assigns) do
~H"""
<.tooltip enabled?={not @has_access_to_revenue_goals?}>
<:tooltip_content>
<div class="text-xs">
To get access to this feature
<PlausibleWeb.Components.Billing.upgrade_call_to_action
current_role={@site_role}
current_team={@site_team}
/>.
</div>
</:tooltip_content>
<div class="flex itemx-center mb-3">
<PlausibleWeb.Components.Generic.toggle_switch
id="enable-revenue-tracking"
id_suffix={@suffix}
js_active_var="active"
disabled={not @has_access_to_revenue_goals?}
/>
<span class={[
"ml-3 text-sm font-medium",
if(@has_access_to_revenue_goals?,
do: "text-gray-900 dark:text-gray-100",
else: "text-gray-500 dark:text-gray-400"
)
]}>
Enable revenue tracking
</span>
</div>
</.tooltip>
"""
end
end