solidus_tracking

This extension provides a data tracking platform (think Segment, but on-premise) for your Solidus store.

It has out-of-the-box support for the most common eCommerce events, as well as for delivering transactional emails through an external service.

Service	Extension
Klaviyo	solidus_klaviyo

Installation

Add solidus_tracking to your Gemfile:

gem 'solidus_tracking'

Bundle your dependencies and run the installation generator:

$ bundle
$ bundle exec rails g solidus_tracking:install

The generator will create an initializer at config/initializers/solidus_tracking.rb with the default configuration. Take a look at the file and customize it to fit your environment.

Usage

Tracking events

The extension will track the following events:

Started Checkout: when an order transitions from the cart state to address.
Placed Order: when an order is finalized.
Ordered Product: for each item in a finalized order.
Fulfilled Order: when all of an order's shipments are shipped.
Cancelled Order: when an order is cancelled.
Created Account: when a user is created.
Reset Password: when a user requests a password reset.

For the full payload of these events, look at the source code of the serializers and events.

Implementing custom events

If you have custom events you want to track with this gem, you can easily do so by creating a new event class and implementing the required methods:

module MyApp
  module Events
    class SubscribedToNewsletter < SolidusTracking::Event::Base
      self.payload_serializer = 'MyApp::Serializers::User'

      def name
        'SubscribedToNewsletter'
      end

      def email
        user.email
      end

      def customer_properties
        self.class.customer_properties_serializer.serialize(user)
      end

      def properties
        self.class.payload_serializer.serialize(user)
      end

      def time
        Time.zone.now
      end

      private

      def user
        payload.fetch(:user)
      end
    end 
  end 
end

As you can see, you will also have to create a serializer for your users:

module MyApp
  module Serializers
    class UserSerializer < SolidusTracking::Serializer::Base
      def user
        object
      end

      def as_json(_options = {})
        {
          'FirstName' => user.first_name,
          'LastName' => user.last_name,
          # ...
        }
      end
    end
  end
end

Once you have created the event and serializer, the next step is to register your custom event when initializing the extension:

# config/initializers/solidus_tracking.rb
SolidusTracking.configure do |config|
  config.events['subscribed_to_newsletter'] = MyApp::Events::SubscribedToNewsletter
end

Your custom event is now properly configured! You can track it by calling .track_later:

SolidusTracking.track_later('subscribed_to_newsletter', user: user)

NOTE: You can follow the same exact pattern to override the built-in events.

Changing the serializers for built-in events

If you need to change the customer properties serializer or the payload serializer for one or more events, there's no need to monkey-patch or override them. You can simply set customer_properties_serializer and/or payload_serializer in an initializer:

# config/initializers/solidus_tracking.rb

SolidusTracking::Event::CancelledOrder.customer_properties_serializer = 'MyApp::Serializers::CustomerProperties'
SolidusTracking::Event::CancelledOrder.payload_serializer = 'MyApp::Serializers::Order'

If need to change the customer properties serializer for all your events (which will usually be the case), you can loop through the .events setting:

# config/initializers/solidus_tracking.rb

SolidusTracking.configuration.events.each_value do |event_klass|
  event_klass.constantize.customer_properties_serializer = 'MyApp::Serializers::CustomerProperties'
end

Make sure to do this after defining any custom events!

Delivering emails through a tracker

If you plan to deliver your transactional emails through a tracker (e.g., Klaviyo), you may want to disable the built-in emails that are delivered by Solidus and solidus_auth_devise.

In order to do that, you can set the disable_builtin_emails option in the extension's initializer:

# config/initializers/solidus_tracking.rb
SolidusTracking.configure do |config|
  config.disable_builtin_emails = true
end

This will disable the following emails:

Order confirmation
Order cancellation
Password reset
Carton shipped

You'll have to re-implement the emails with a tracker.

Disabling automatic event tracking

If you want to disable the out-of-the-box event tracking, you can do so on a per-event basis by acting on the automatic_events configuration option:

# config/initializers/solidus_tracking.rb
SolidusTracking.configure do |config|
  config.automatic_events.delete('placed_order')
end

You may also disable the built-in event tracking completely, if you only want to track events manually:

# config/initializers/solidus_tracking.rb
SolidusTracking.configure do |config|
  config.automatic_events.clear
end

Test mode

You can enable test mode to mock all API calls instead of performing them:

# config/initializers/solidus_tracking.rb
SolidusTracking.configure do |config|
  config.test_mode = true
end

This spares you the need to use VCR and similar.

When in test mode, you can also use our custom RSpec matchers to check if an event has been tracked:

require 'solidus_tracking/testing_support/matchers'

RSpec.describe 'My tracking integration' do
  it 'tracks events' do
    SolidusTracking.track_now 'custom_event', foo: 'bar'

    expect(SolidusTracking).to have_tracked_event(CustomEvent)
      .with(foo: 'bar')
  end
end

Development

Testing the extension

First bundle your dependencies, then run bin/rake. bin/rake will default to building the dummy app if it does not exist, then it will run specs. The dummy app can be regenerated by using bin/rake extension:test_app.

$ bundle
$ bin/rake

To run Rubocop static code analysis run

$ bundle exec rubocop

When testing your application's integration with this extension you may use its factories. Simply add this require statement to your spec_helper:

require 'solidus_tracking/factories'

Running the sandbox

To run this extension in a sandboxed Solidus application, you can run bin/sandbox. The path for the sandbox app is ./sandbox and bin/rails will forward any Rails commands to sandbox/bin/rails.

Here's an example:

$ bin/rails server
=> Booting Puma
=> Rails 6.0.2.1 application starting in development
* Listening on tcp://127.0.0.1:3000
Use Ctrl-C to stop

Releasing new versions

Your new extension version can be released using gem-release like this:

$ bundle exec gem bump -v VERSION --tag --push --remote upstream && gem release

License

Copyright (c) 2020 Nebulab Srls, released under the New BSD License.

License

printivity/solidus_tracking

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