(core) Ask the user some questions after they sign up and set their name.

Summary:
- Add a /welcome/info endpoint, to serve a page after /welcome/user
- Add a new forms module to factor out the styles that feel more natural for a web form.
- Simplify form submission using JSON with a BaseAPI helper.
- The POST submission to /welcome/info gets added to a Grist doc, using a
  specialPermit grant to gain access. A failure (e.g. missing doc) is logged
  but does not affect the user.

Test Plan: Added a test case.

Reviewers: paulfitz

Reviewed By: paulfitz

Differential Revision: https://phab.getgrist.com/D2640
pull/6/head
Dmitry S 4 years ago
parent 5247521cb8
commit 0b1aa22ad9

@ -10,6 +10,7 @@
import {DocComm} from 'app/client/components/DocComm';
import {UserError} from 'app/client/models/errors';
import {FileDialogOptions, openFilePicker} from 'app/client/ui/FileDialog';
import {BaseAPI} from 'app/common/BaseAPI';
import {GristLoadConfig} from 'app/common/gristUrls';
import {byteString, safeJsonParse} from 'app/common/gutil';
import {UPLOAD_URL_PATH, UploadResult} from 'app/common/uploads';
@ -172,32 +173,24 @@ export async function fetchURL(
return res!;
}
// Submit a form using XHR. Send inputs as JSON, and interpret any reply as JSON.
export async function submitForm(form: HTMLFormElement): Promise<any> {
return new Promise((resolve, reject) => {
const xhr = new XMLHttpRequest();
const data: {[key: string]: string} = {};
for (const element of [...form.getElementsByTagName('input')]) {
data[element.name] = element.value;
/**
* Convert a form to a JSON-stringifiable object, ignoring any File fields.
*/
export function formDataToObj(formElem: HTMLFormElement): {[key: string]: string} {
// Use FormData to collect values (rather than e.g. finding <input> elements) to ensure we get
// values from all form items correctly (e.g. checkboxes and textareas).
const formData = new FormData(formElem);
const data: {[key: string]: string} = {};
for (const [name, value] of formData.entries()) {
if (typeof value === 'string') {
data[name] = value;
}
xhr.open('post', form.action, true);
xhr.setRequestHeader('Content-Type', 'application/json');
xhr.setRequestHeader('X-Requested-With', 'XMLHttpRequest');
xhr.withCredentials = true;
xhr.send(JSON.stringify(data));
xhr.addEventListener('error', (e: ProgressEvent) => {
console.warn("Form error", e); // tslint:disable-line:no-console
reject(new Error('Form error, please try again'));
});
xhr.addEventListener('load', () => {
if (xhr.status !== 200) {
// tslint:disable-next-line:no-console
console.warn("Form failed", xhr.status, xhr.responseText);
const err = safeJsonParse(xhr.responseText, null);
reject(new UserError('Form failed: ' + (err && err.error || xhr.status)));
} else {
resolve(safeJsonParse(xhr.responseText, null));
}
});
});
}
return data;
}
// Submit a form using BaseAPI. Send inputs as JSON, and interpret any reply as JSON.
export async function submitForm(form: HTMLFormElement): Promise<any> {
const data = formDataToObj(form);
return BaseAPI.requestJson(form.action, {method: 'POST', body: JSON.stringify(data)});
}

@ -6,11 +6,28 @@ import { urlState } from "app/client/models/gristUrlState";
import { AccountWidget } from "app/client/ui/AccountWidget";
import { appHeader } from 'app/client/ui/AppHeader';
import * as BillingPageCss from "app/client/ui/BillingPageCss";
import * as forms from "app/client/ui/forms";
import { pagePanels } from "app/client/ui/PagePanels";
import { bigPrimaryButton, bigPrimaryButtonLink, cssButton } from "app/client/ui2018/buttons";
import { bigBasicButton, bigPrimaryButton, bigPrimaryButtonLink, cssButton } from "app/client/ui2018/buttons";
import { colors, testId, vars } from "app/client/ui2018/cssVars";
import { getOrgName, Organization } from "app/common/UserAPI";
async function _submitForm(form: HTMLFormElement) {
const result = await submitForm(form);
const redirectUrl = result.redirectUrl;
if (!redirectUrl) {
throw new Error('form failed to redirect');
}
window.location.assign(redirectUrl);
}
function handleSubmit(): (elem: HTMLFormElement) => void {
return dom.on('submit', async (e, form) => {
e.preventDefault();
_submitForm(form).catch(reportError);
});
}
export class WelcomePage extends Disposable {
private _currentUserName = this._appModel.currentUser && this._appModel.currentUser.name || '';
@ -42,8 +59,9 @@ export class WelcomePage extends Disposable {
domComputed(urlState().state, (state) => (
state.welcome === 'user' ? dom.create(this._buildNameForm.bind(this)) :
state.welcome === 'teams' ? dom.create(this._buildOrgPicker.bind(this)) :
null
state.welcome === 'info' ? dom.create(this._buildInfoForm.bind(this)) :
state.welcome === 'teams' ? dom.create(this._buildOrgPicker.bind(this)) :
null
)),
));
}
@ -60,16 +78,12 @@ export class WelcomePage extends Disposable {
return form = dom(
'form',
{ method: "post" },
dom.on('submit', (e) => {
e.preventDefault();
this._submitForm(form).catch(reportError);
return false;
}),
handleSubmit(),
cssLabel('Your full name, as you\'d like it displayed to your collaborators.'),
inputEl = cssInput(
value, { onInput: true, },
{ name: "username" },
dom.onKeyDown({Enter: () => isNameValid.get() && this._submitForm(form).catch(reportError)}),
dom.onKeyDown({Enter: () => isNameValid.get() && _submitForm(form).catch(reportError)}),
),
dom.maybe((use) => use(value) && !use(isNameValid), buildNameWarningsDom),
cssButtonGroup(
@ -82,14 +96,47 @@ export class WelcomePage extends Disposable {
);
}
private async _submitForm(form: HTMLFormElement) {
const result = await submitForm(form);
const redirectUrl = result.redirectUrl;
if (!redirectUrl) {
throw new Error('form failed to redirect');
}
window.location.assign(redirectUrl);
return false;
/**
* Builds a form to ask the new user a few questions.
*/
private _buildInfoForm(owner: MultiHolder) {
const allFilled = Observable.create(owner, false);
return forms.form({method: "post"},
handleSubmit(),
(elem) => { setTimeout(() => elem.focus(), 0); },
forms.text('Please help us serve you better by answering a few questions.'),
forms.question(
forms.text('Where do you plan to use Grist?'),
forms.checkboxItem([{name: 'use_work'}], 'Work'),
forms.checkboxItem([{name: 'use_personal'}], 'Personal'),
),
forms.question(
forms.text('What brings you to Grist?'),
forms.checkboxItem([{name: 'reason_problem'}], 'Solve a particular problem or need'),
forms.checkboxItem([{name: 'reason_tool'}], 'Find a better tool than the one I am using'),
forms.checkboxItem([{name: 'reason_curious'}], 'Just curious about a new product'),
forms.checkboxOther([{name: 'reason_other'}], {name: 'other_reason', placeholder: 'Other...'}),
),
forms.question(
forms.text('What kind of industry do you work in?'),
forms.textBox({name: 'industry', placeholder: 'Your answer'}),
),
forms.question(
forms.text('What is your role?'),
forms.textBox({name: 'role', placeholder: 'Your answer'}),
),
dom.on('change', (e, form) => {
allFilled.set(forms.isFormFilled(form, ['use_*', 'reason_*', 'industry', 'role']));
}),
cssButtonGroup(
cssButtonGroup.cls('-right'),
bigBasicButton('Continue',
cssButton.cls('-primary', allFilled),
{tabIndex: '0'},
testId('continue-button')),
),
testId('info-form'),
);
}
private async _fetchOrgs() {
@ -174,6 +221,9 @@ const cssParagraph = styled('p', textStyle);
const cssButtonGroup = styled('div', `
margin-top: 24px;
display: flex;
&-right {
justify-content: flex-end;
}
`);
const cssWarning = styled('div', `

@ -0,0 +1,132 @@
/**
* Collection of styled elements to put together basic forms. Intended usage is:
*
* return forms.form({method: 'POST',
* forms.question(
* forms.text('What color is the sky right now?'),
* forms.checkboxItem([{name: 'sky-blue'}], 'Blue'),
* forms.checkboxItem([{name: 'sky-orange'}], 'Orange'),
* forms.checkboxOther([], {name: 'sky-other', placeholder: 'Other...'}),
* ),
* forms.question(
* forms.text('What is the meaning of life, universe, and everything?'),
* forms.textBox({name: 'meaning', placeholder: 'Your answer'}),
* ),
* );
*/
import {cssCheckboxSquare, cssLabel} from 'app/client/ui2018/checkbox';
import {dom, DomElementArg, styled} from 'grainjs';
export {
form,
cssQuestion as question,
cssText as text,
textBox,
};
/**
* Create a checkbox accompanied by a label. The first argument should be the (possibly empty)
* array of arguments to the checkbox; the rest goes into the label. E.g.
* checkboxItem([{name: 'ok'}], 'Check to approve');
*/
export function checkboxItem(checkboxArgs: DomElementArg[], ...labelArgs: DomElementArg[]): HTMLElement {
return cssCheckboxLabel(
cssCheckbox({type: 'checkbox'}, ...checkboxArgs),
...labelArgs);
}
/**
* Create a checkbox accompanied by a textbox, for a choice of "Other". The checkbox gets checked
* automatically when something is typed into the textbox.
* checkboxOther([{name: 'choice-other'}], {name: 'other-text', placeholder: '...'});
*/
export function checkboxOther(checkboxArgs: DomElementArg[], ...textboxArgs: DomElementArg[]): HTMLElement {
let checkbox: HTMLInputElement;
return cssCheckboxLabel(
checkbox = cssCheckbox({type: 'checkbox'}, ...checkboxArgs),
cssTextBox(...textboxArgs,
dom.on('input', (e, elem) => { checkbox.checked = Boolean(elem.value); }),
),
);
}
/**
* Returns whether the form is fully filled, i.e. has a value for each of the provided names of
* form elements. If a name ends with "*", it is treated as a prefix, and any element matching it
* would satisfy this key (e.g. use "foo_*" to accept any checkbox named "foo_<something>").
*/
export function isFormFilled(formElem: HTMLFormElement, names: string[]): boolean {
const formData = new FormData(formElem);
return names.every(name => hasValue(formData, name));
}
/**
* Returns true of the form includes a non-empty value for the given name. If the second argument
* ends with "-", it is treated as a prefix, and the function returns true if the form includes
* any value for a key that starts with that prefix.
*/
export function hasValue(formData: FormData, nameOrPrefix: string): boolean {
if (nameOrPrefix.endsWith('*')) {
const prefix = nameOrPrefix.slice(0, -1);
return [...formData.keys()].filter(k => k.startsWith(prefix)).some(k => formData.get(k));
} else {
return Boolean(formData.get(nameOrPrefix));
}
}
const cssForm = styled('form', `
margin-bottom: 32px;
font-size: 14px;
&:focus {
outline: none;
}
& input:focus, & button:focus {
outline: none;
box-shadow: 0 0 1px 2px lightblue;
}
`);
const cssQuestion = styled('div', `
margin: 32px 0;
padding-left: 24px;
& > :first-child {
margin-left: -24px;
}
`);
const cssText = styled('div', `
margin: 16px 0;
font-size: 15px;
`);
const cssCheckboxLabel = styled(cssLabel, `
font-size: 14px;
font-weight: normal;
display: flex;
align-items: center;
margin: 12px 0;
user-select: unset;
`);
const cssCheckbox = styled(cssCheckboxSquare, `
position: relative;
margin-right: 12px !important;
border-radius: var(--radius);
`);
const cssTextBox = styled('input', `
flex: auto;
width: 100%;
font-size: inherit;
padding: 4px 8px;
border: 1px solid #D9D9D9;
border-radius: 3px;
&-invalid {
color: red;
}
`);
const form = cssForm.bind(null, {tabIndex: '-1'});
const textBox = cssTextBox.bind(null, {type: 'text'});

@ -37,6 +37,12 @@ export class BaseAPI {
};
}
// Make a JSON request to the given URL, and read the esponse as JSON. Handles errors, and
// counts pending requests in the same way as BaseAPI methods do.
public static requestJson(url: string, init: RequestInit = {}): Promise<unknown> {
return new BaseAPI().requestJson(url, init);
}
private static _numPendingRequests: number = 0;
protected fetch: typeof fetch;

@ -14,7 +14,7 @@ export type IDocPage = number | 'new' | 'code';
export const HomePage = StringUnion('all', 'workspace', 'trash');
export type IHomePage = typeof HomePage.type;
export const WelcomePage = StringUnion('user', 'teams');
export const WelcomePage = StringUnion('user', 'info', 'teams');
export type WelcomePage = typeof WelcomePage.type;
// Overall UI style. "full" is normal, "light" is a single page focused, panels hidden experience.

@ -40,7 +40,7 @@ import {addPluginEndpoints, limitToPlugins} from 'app/server/lib/PluginEndpoint'
import {PluginManager} from 'app/server/lib/PluginManager';
import {adaptServerUrl, addOrgToPathIfNeeded, addPermit, getScope, optStringParam, RequestWithGristInfo, stringParam,
TEST_HTTPS_OFFSET, trustOrigin} from 'app/server/lib/requestUtils';
import {ISendAppPageOptions, makeSendAppPage, makeGristConfig} from 'app/server/lib/sendAppPage';
import {ISendAppPageOptions, makeGristConfig, makeSendAppPage} from 'app/server/lib/sendAppPage';
import {getDatabaseUrl} from 'app/server/lib/serverUtils';
import {Sessions} from 'app/server/lib/Sessions';
import * as shutdown from 'app/server/lib/shutdown';
@ -53,8 +53,10 @@ import * as express from 'express';
import * as fse from 'fs-extra';
import * as http from 'http';
import * as https from 'https';
import mapValues = require('lodash/mapValues');
import * as morganLogger from 'morgan';
import {AddressInfo} from 'net';
import fetch from 'node-fetch';
import * as path from 'path';
import * as serveStatic from "serve-static";
@ -64,6 +66,9 @@ const HEALTH_CHECK_LOG_SHOW_FIRST_N = 10;
// And we show every Nth health check:
const HEALTH_CHECK_LOG_SHOW_EVERY_N = 100;
// DocID of Grist doc to collect the Welcome questionnaire responses.
const DOC_ID_NEW_USER_INFO = process.env.DOC_ID_NEW_USER_INFO || 'GristNewUserInfo';
export interface FlexServerOptions {
dataDir?: string;
@ -947,31 +952,76 @@ export class FlexServer implements GristServer {
this._redirectToLoginWithoutExceptionsMiddleware,
];
this.app.get('/welcome/user', ...middleware, expressWrap(async (req, resp, next) => {
this.app.get('/welcome/:page', ...middleware, expressWrap(async (req, resp, next) => {
return this._sendAppPage(req, resp, {path: 'app.html', status: 200, config: {}, googleTagManager: true});
}));
this.app.post('/welcome/user', ...middleware, expressWrap(async (req, resp, next) => {
this.app.post('/welcome/:page', ...middleware, expressWrap(async (req, resp, next) => {
const mreq = req as RequestWithLogin;
const userId = getUserId(req);
const domain = mreq.org;
const result = await this.dbManager.getMergedOrgs(userId, userId, domain || null);
const orgs = (result.status === 200) ? result.data : null;
let redirectPath: string = '/';
if (req.params.page === 'user') {
const name: string|undefined = req.body && req.body.username || undefined;
await this.dbManager.updateUser(userId, {name, isFirstTimeUser: false});
redirectPath = '/welcome/info';
} else if (req.params.page === 'info') {
const urlId = DOC_ID_NEW_USER_INFO;
let body: string|undefined;
let permitKey: string|undefined;
try {
// Take an extra step to translate the special urlId to a docId. This is helpful to
// allow the same urlId to be used in production and in test. We need the docId for the
// specialPermit below, which we need to be able to write to this doc.
//
// TODO With proper forms support, we could give an origin-based permission to submit a
// form to this doc, and do it from the client directly.
const previewerUserId = this.dbManager.getPreviewerUserId();
const docAuth = await this.dbManager.getDocAuthCached({urlId, userId: previewerUserId});
const docId = docAuth.docId;
if (!docId) {
throw new Error(`Can't resolve ${urlId}: ${docAuth.error}`);
}
const user = getUser(req);
const row = {...req.body, UserID: userId, Name: user.name, Email: user.loginEmail};
body = JSON.stringify(mapValues(row, value => [value]));
permitKey = await this._docWorkerMap.setPermit({docId});
const res = await fetch(await this.getHomeUrlByDocId(docId, `/api/docs/${docId}/tables/Responses/data`), {
method: 'POST',
headers: {'Permit': permitKey, 'Content-Type': 'application/json'},
body,
});
if (res.status !== 200) {
throw new Error(`API call failed with ${res.status}`);
}
} catch (e) {
// If we failed to record, at least log the data, so we could potentially recover it.
log.rawWarn(`Failed to record new user info: ${e.message}`, {newUserQuestions: body});
} finally {
if (permitKey) {
await this._docWorkerMap.removePermit(permitKey);
}
}
const name: string|undefined = req.body && req.body.username || undefined;
await this.dbManager.updateUser(userId, {name, isFirstTimeUser: false});
// redirect to teams page if users has access to more than one org. Otherwise redirect to
// personal org.
const result = await this.dbManager.getMergedOrgs(userId, userId, domain || null);
const orgs = (result.status === 200) ? result.data : null;
if (orgs && orgs.length > 1) {
redirectPath = '/welcome/teams';
}
}
// redirect to teams page if users has access to more than one org. Otherwise redirect to
// personal org.
const pathname = orgs && orgs.length > 1 ? '/welcome/teams' : '/';
const mergedOrgDomain = this.dbManager.mergedOrgDomain();
const redirectUrl = this._getOrgRedirectUrl(mreq, mergedOrgDomain, pathname);
const redirectUrl = this._getOrgRedirectUrl(mreq, mergedOrgDomain, redirectPath);
resp.json({redirectUrl});
}));
this.app.get('/welcome/teams', ...middleware, expressWrap(async (req, resp, next) => {
return this._sendAppPage(req, resp, {path: 'app.html', status: 200, config: {}});
}));
}),
// Add a final error handler that reports errors as JSON.
jsonErrorHandler);
}
public finalize() {

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