Onboarding improvements #4459

aerosol · 2024-08-21T05:44:03Z

Changes

~~Migration will be extracted to a separate PR once the review is conducted.~~ migration

This PR aims to make the onboarding (and related flows, such as e.g. domain change) more helpful and visually consistent. The main functional change is the "customize installation" screen, where site type is determined early (WordPress/GTM/manual) and installation instructions are provided according to that inspection result.

For manual and GTM installations, users can build the script snippet by selecting tracker extensions they're interested it (some of which will have side effects - e.g. including the "file downloads" extension will automatically create a relevant goal).

As a consequence, the snippet window has been removed from general settings section (snippet may not be relevant at all, in case of WP installations) and replaced by 2-step flow allowing users to "review their installations". Similarly, the snippet window became no longer relevant during domain change.

By the way the following changes were also made:

focus.html layout has been removed, the distinction leads to unnecessary maintenance
site verification is no longer optional, VERIFICATION_ENABLED variable has been deprecated, it no longer has any effect. For self-hosted installations, verification will simply fail by default, unless browserless stack is set up. Instructions on how to do that for CE can be provided later on
minor visual rearrangements according to the new designs

Docs: major changes pending

Tests

Automated tests have been added
This PR does not require tests

Changelog

Entry has been added to changelog
This PR does not make a user-facing change

Documentation

Docs have been updated
This change does not need a documentation update

Dark mode

The UI has been tested both in dark and light mode
This PR does not change the UI

github-actions · 2024-08-21T05:44:22Z

Preview environment👷🏼‍♀️🏗️
PR-4459

aerosol · 2024-08-26T09:31:21Z

lib/plausible/site/installation_meta.ex

+
+  @type t() :: %__MODULE__{}
+
+  embedded_schema do


next up, we'll probably have "real domain" in here

aerosol · 2024-08-29T09:31:31Z

Data migration for CE is failing: https://github.com/plausible/analytics/actions/runs/10612221725/job/29413425673?pr=4459

This is because Plausible.DataMigration.SiteImports relies on Site schema that gets migrated later on. How should we proceed in such case? cc @zoldar @ruslandoga

ruslandoga · 2024-08-29T09:33:16Z

~~I'll need to take a closer look, but I wonder if #4466 would fix this?~~

ruslandoga · 2024-08-29T09:34:52Z

Ah, the issue seems a bit different. I think the fix here would be to not use Ecto schemas in data migrations and instead rely on "raw" selects.

That is, instead of doing this

Plausible.Site |> ... |> Repo.all()

we can do this in code that runs in migrations

"sites" |> select([s], map(s, [...necessary fields for the migration...])) |> Repo.all()

aerosol · 2024-08-29T09:55:12Z

hmm how about:

diff --git a/lib/plausible/data_migration/site_imports.ex b/lib/plausible/data_migration/site_imports.ex
index 8aaa03f3e..749fbeaa2 100644
--- a/lib/plausible/data_migration/site_imports.ex
+++ b/lib/plausible/data_migration/site_imports.ex
@@ -29,6 +29,7 @@ defmodule Plausible.DataMigration.SiteImports do
     sites_with_only_legacy_import =
       from(s in Site,
         as: :site,
+        select: %{id: s.id, imported_data: s.imported_data},
         where:
           not is_nil(s.imported_data) and fragment("?->>'status'", s.imported_data) == "ok" and
             not exists(site_import_query)

the test at Plausible.DataMigration.SiteImportsTest runs fine.

@zoldar

This commit introduces a `<.focus_list/>` component for rendering focus box footer links with colored discs. It also equips generic link components with the ability of sending non-GET requests along with CSRF token, so we can apply uniform styling and stop using legacy Phoenix link tags. cc @zoldar @apata

ruslandoga · 2024-09-13T09:09:38Z

lib/plausible_web/flows.ex

+    provisioning: [
+      "Add site info",
+      "Install Plausible",
+      "Verify installation"


👋 @aerosol

Is it possible to disable this somehow conditionally on CE? It might confuse some users:

Update:

just realized that I used dummy.site which doesn't have Plausible tracker installed. So I tried it on one of my real sites, but it still doesn't seem to work:

E.g. we can enable it only if ghcr.io/browserless/chromium is running or if some extra ENV var is set.

Yeah, it felt like it was too costly to maintain a separate branch without verification. I think it's going to be easier going forward to set up instructions for self-hosters to run their own browserless stack. WYT?

This might be problematic for many users who decide to run on the smallest available instances (e.g. t2-micro on AWS):

[ec2-user@ip-172-31-46-71 ~]$ docker run --rm ghcr.io/browserless/chromium Unable to find image 'ghcr.io/browserless/chromium:latest' locally latest: Pulling from browserless/chromium 602d8ad51b81: Pull complete 7e6a86bffb05: Pull complete 4f4fb700ef54: Pull complete eadff0eab842: Pull complete 6b08750ce489: Pull complete 6931508ca973: Pull complete e839281773da: Pull complete d9fbbce37766: Pull complete 16df0a60c56d: Pull complete daccdb15ea7d: Pull complete 872e2e99569f: Pull complete 9f74149fc518: Pull complete 35f28019a5e3: Pull complete 43a8a10c249b: Pull complete b1b4ece4e245: Pull complete fd5c44f4051d: Pull complete 62ed90b89bd0: Pull complete 0b23a1ec6119: Pull complete 2859dd417a71: Pull complete a15b9ba04167: Pull complete c76fa6cc8898: Pull complete a6f34b5464b1: Pull complete 7aa3df8dfb9b: Pull complete e15bbf55a158: Pull complete 9354a349fd43: Pull complete 362a19d48bd5: Pull complete 4708bbe9978e: Pull complete 4347e0d884d4: Extracting [==================================================>] 260.2MB/260.2MB docker: failed to register layer: write /usr/local/bin/playwright-browsers/chromium-1134/chrome-linux/chrome: no space left on device.

^ seems like I'll need to add more disk space to run Chrome on my instance.

Once started it doesn't seem to consume many resources.

$ docker images REPOSITORY TAG IMAGE ID CREATED SIZE ghcr.io/ruslandoga/plausible my-build 69ee5ce2a9e4 3 hours ago 243MB ghcr.io/browserless/chromium latest e19c5598adbb 14 hours ago 3.15GB postgres 14-alpine 7f76e70684c3 3 months ago 239MB clickhouse/clickhouse-server 24.3 bbf3c391e720 4 months ago 962MB $ docker stats --no-stream CONTAINER ID NAME CPU % MEM USAGE / LIMIT MEM % NET I/O BLOCK I/O PIDS 7594e0f4b8cb jovial_clarke 0.00% 60.81MiB / 949.6MiB 6.40% 1.09kB / 0B 129MB / 254kB 14 6dc5abe276f2 hosting-plausible-1 0.32% 196.8MiB / 949.6MiB 20.73% 2.37MB / 2.01MB 108MB / 141MB 24 da57d28c65a8 hosting-plausible_events_db-1 9.58% 183.4MiB / 949.6MiB 19.32% 1.58MB / 2.01MB 751MB / 100MB 698 05556c484b88 hosting-plausible_db-1 0.16% 46.97MiB / 949.6MiB 4.95% 437kB / 342kB 120MB / 12.4MB 18

Since it's a one-time feature for self-hosters, I don't see much benefit in running idle Chrome in the background for it.

Since it's possible to reach site settings from this page, shouldn't it be just a conditional render call when not ce()? for this "Verify Installation" step?

@aerosol would it be OK for me to explore this conditional approach or should we postpone it until self-hosters' feedback? If nobody complains, then it would mean #4459 (comment) is not a problem.

Hey, please make your call regarding this. I’ll be happy to review a PR. My reasoning was - for folks on small VPS boxes, I thought it’d be reasonable to say “in order for verification to work, you need more resources. alternatively verify your installation manually”. They are not missing much in such case. But if you feel it’s simple to make this step skippable based on configuration, go ahead.

ruslandoga · 2024-09-13T09:13:52Z

config/runtime.exs

@@ -778,11 +778,6 @@ config :plausible, Plausible.PromEx,
  grafana: :disabled,
  metrics_server: :disabled

-config :plausible, Plausible.Verification,
-  enabled?:
-    get_var_from_path_or_env(config_dir, "VERIFICATION_ENABLED", "false")


Seems like it was being done this way before. Has this configuration been moved elsewhere?

ruslandoga · 2024-09-13T09:15:29Z

For self-hosted installations, verification will simply fail by default, unless browserless stack is set up. Instructions on how to do that for CE can be provided later on

Ah, I see. I hope this won't cause too much confusion / questions on the forum :)

ruslandoga · 2024-09-13T09:23:43Z

lib/plausible_web/templates/auth/login_form.html.heex

-      <li>
+    <.focus_list>
+      <:item>
+        <%= if Keyword.fetch!(Application.get_env(:plausible, :selfhost), :disable_registration) == false do %>


This renders an empty list element on CE:

Yikes, sorry

@aerosol would it be OK for me to PR a fix?

Of course, much appreciated, thank you

aerosol added the preview label Aug 21, 2024

aerosol force-pushed the snippet-wizard branch 3 times, most recently from eef1bc9 to ebd8660 Compare August 26, 2024 08:19

aerosol changed the title ~~wip~~ Onboarding improvements Aug 26, 2024

aerosol marked this pull request as ready for review August 26, 2024 09:00

aerosol requested review from zoldar, RobertJoonas, metmarkosaric and a team and removed request for zoldar and RobertJoonas August 26, 2024 09:03

aerosol commented Aug 26, 2024

View reviewed changes

aerosol added 16 commits August 27, 2024 11:06

Migration: add installation meta

c480119

Update site schema with installation meta

d1cb125

Remove VERIFICATION_ENABLED env var

8b5a2bd

Add context API to create/remove special goals

d1eb05b

Add context api to update installation meta

c683d77

Remove verification enabled check

d5206de

Update new progress flow definitions

202e290

Update generic components

e497984

Remove internal /status API

9d406f0

Implement installation live view

2b9b2bb

Update traffic change notifier link

2dc9c1a

Update verification, no more modal

26d2b0f

Update routes

42d23f6

Remove focus.html - will unify everything under app layout

470f276

Fix broken link

fe94c24

Update templates with focus_box mostly

f6258ce

aerosol added 4 commits August 29, 2024 10:09

Put flash whenever installation option changes

fd42f3b

Use last known installation type on domain change

24caa2c

Extract user flow definition to provide compile-time checks

760de5c

Merge branch 'master' into snippet-wizard

8618de7

aerosol added 11 commits August 29, 2024 11:56

See if this helps running CE migrations successfully

dfc9b28

Use styled_link on registration/login views

d52d785

Don't crash when there's no conn.private carried over

a26c21a

Format

f646000

Push "Determining installation type" message a bit lower

dda5a74

Merge branch 'master' into snippet-wizard

c0f4b02

ws 👾

88be0b0

Render more descriptive flashes on script config change

a36eeec

Merge branch 'master' into snippet-wizard

3aada24

Merge branch 'master' into snippet-wizard

322bc2a

aerosol merged commit e3af1a3 into master Sep 2, 2024
10 checks passed

aerosol deleted the snippet-wizard branch September 2, 2024 10:49

ruslandoga reviewed Sep 13, 2024

View reviewed changes

This was referenced Sep 13, 2024

Release v2.1.2 #4483

Merged

Don't render empty list element in CE #4596

Merged

This was referenced Sep 20, 2024

Skip Browserless checks in CE #4601

Closed

Skip verification in CE #4604

Merged

ruslandoga mentioned this pull request Dec 19, 2024

Backfill teams - CE #4925

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Onboarding improvements #4459

Onboarding improvements #4459

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Onboarding improvements #4459

Onboarding improvements #4459

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