(core) Update HelpScout beacon to work with embedded documentation articles.

Summary:
- Fix base href in HelpScout beacon when showing articles (in particular for Firefox)
- Show the 'Answers' tab normally except when reporting an error.
- Combine the "Give Feedback" and "Help Center" buttons into one that normally
  opens the beacon (with a link to Help Center and to Community Forum), and a
  smaller one that opens the Help Center site in a new tab.
- Update HELP_SCOUT_* env vars to use _V2 suffix, to allow them to coexist with
  code using the previous beacon.

Test Plan: Updated the browser test to check the new behavior.

Reviewers: georgegevoian

Reviewed By: georgegevoian

Differential Revision: https://phab.getgrist.com/D3170

app/client/lib/helpScout.ts

@@ -29,6 +29,8 @@ export type BeaconCmd = 'init' | 'destroy' | 'open' | 'close' | 'toggle' | 'sear
   'article' | 'navigate' | 'identify' | 'prefill' | 'reset' | 'logout' | 'config' | 'on' | 'off' |
   'once' | 'event' | 'session-data';
 
+export type BeaconRoute = '/ask/message/' | '/answers/';
+
 export interface IUserObj {
   name?: string;
   email?: string;
@@ -70,6 +72,8 @@ export function Beacon(method: BeaconCmd, options?: unknown, data?: unknown) {
   (window as any).Beacon(method, options, data);
 }
 
+// This is essentially what's done by the code snippet that HelpScout suggests to install in every
+// page. In Grist app pages, we only load HelpScout code when the beacon is opened.
 function _beacon(method: BeaconCmd, options?: unknown, data?: unknown) {
   _beacon.readyQueue.push({method, options, data});
 }
@@ -103,7 +107,7 @@ let lastOpenType: 'error' | 'message' = 'message';
  * If errors is given, prepares a form for submitting an error report, and includes stack traces
  * into the session-data.
  */
-function _beaconOpen(userObj: IUserObj|null, options: {onOpen?: () => void, errors?: IAppError[]}) {
+function _beaconOpen(userObj: IUserObj|null, options: IBeaconOpenOptions) {
   const {onOpen, errors} = options;
 
   // The beacon remembers its content, so reset it when switching between reporting errors and
@@ -119,6 +123,16 @@ function _beaconOpen(userObj: IUserObj|null, options: {onOpen?: () => void, erro
     if (iframe) { iframe.focus(); }
     if (onOpen) { onOpen(); }
   });
+  Beacon('once', 'article-viewed' as any, () => {
+    // HelpScout creates an iframe with an empty 'src' attribute, then writes to it. In such an
+    // iframe, different browsers interpret relative links differently: Chrome's are relative to
+    // the parent page's URL; Firefox's are relative to the parent page's <base href>.
+    //
+    // Here we set a <base href> explicitly in the iframe to get consistent behavior of links
+    // relative to the top page's URL (HelpScout then seems to handle clicks on them correctly).
+    const iframe = document.querySelector('#beacon-container iframe') as HTMLIFrameElement;
+    iframe?.contentDocument?.head.appendChild(dom('base', {href: ''}));
+  });
   Beacon('once', 'close', () => {
     const iframe = document.querySelector('#beacon-container iframe') as HTMLIFrameElement;
     if (iframe) { iframe.blur(); }
@@ -128,6 +142,7 @@ function _beaconOpen(userObj: IUserObj|null, options: {onOpen?: () => void, erro
   }
 
   const attrs: ISessionData = {};
+  let route: BeaconRoute;
   if (errors?.length) {
     // If sending errors, prefill part of the message (the user sees this and can add to it), and
     // include more detailed errors with stack traces into session-data.
@@ -147,8 +162,10 @@ function _beaconOpen(userObj: IUserObj|null, options: {onOpen?: () => void, erro
         attrs[`error-${i}-stack`] = JSON.stringify(error.stack.trim().split('\n'));
       }
     });
+    route = options.route || '/ask/message/';
   } else {
     Beacon('config', {messaging: {contactForm: {showSubject: true}}});
+    route = options.route || '/answers/';
   }
 
   Beacon('session-data', {
@@ -156,7 +173,7 @@ function _beaconOpen(userObj: IUserObj|null, options: {onOpen?: () => void, erro
     ...attrs,
   });
   Beacon('open');
-  Beacon('navigate', '/ask/message/');
+  Beacon('navigate', route);
 }
 
 export interface IBeaconOpenOptions {
@@ -164,6 +181,7 @@ export interface IBeaconOpenOptions {
   includeAppErrors?: boolean;
   onOpen?: () => void;
   errors?: IAppError[];
+  route?: BeaconRoute;
 }
 
 /**

app/client/ui/LeftPanelCommon.ts

@@ -25,23 +25,22 @@ import {dom, DomContents, Observable, styled} from 'grainjs';
  * HelpCenter in a new tab.
  */
 export function createHelpTools(appModel: AppModel, spacer = true): DomContents {
-  const isEfcr = (appModel.topAppModel.productFlavor === 'efcr');
   return [
     spacer ? cssSpacer() : null,
-    cssPageEntry(
-      cssPageLink(cssPageIcon('Feedback'),
-        cssLinkText('Give Feedback'),
-        dom.on('click', () => beaconOpenMessage({appModel})),
-      ),
-      dom.hide(isEfcr),
+    cssSplitPageEntry(
+      cssPageEntryMain(
+        cssPageLink(cssPageIcon('Help'),
+          cssLinkText('Help Center'),
+          dom.cls('tour-help-center'),
+          dom.on('click', (ev) => beaconOpenMessage({appModel})),
           testId('left-feedback'),
         ),
-    cssPageEntry(
-      cssPageLink(cssPageIcon('Help'), {href: commonUrls.help, target: '_blank'},
-        cssLinkText('Help Center'),
-        dom.cls('tour-help-center')
       ),
-      dom.hide(isEfcr),
+      cssPageEntrySmall(
+        cssPageLink(cssPageIcon('FieldLink'),
+          {href: commonUrls.help, target: '_blank'},
+        ),
+      )
     ),
   ];
 }
@@ -156,3 +155,28 @@ export const cssPageIcon = styled(icon, `
 export const cssSpacer = styled('div', `
   height: 18px;
 `);
+
+const cssSplitPageEntry = styled('div', `
+  display: flex;
+  align-items: center;
+`);
+
+const cssPageEntryMain = styled(cssPageEntry, `
+  flex: auto;
+  margin: 0;
+`);
+
+const cssPageEntrySmall = styled(cssPageEntry, `
+  flex: none;
+  border-radius: 3px;
+  --icon-color: ${colors.lightGreen};
+  & > .${cssPageLink.className} {
+    padding: 0 8px 0 16px;
+  }
+  &:hover {
+    --icon-color: ${colors.darkGreen};
+  }
+  .${cssTools.className}-collapsed & {
+    display: none;
+  }
+`);

app/client/ui/NotifyUI.ts

@@ -145,7 +145,7 @@ function buildNotifyDropdown(ctl: IOpenController, notifier: Notifier, appModel:
         cssDropdownFeedbackLink(
           cssDropdownFeedbackIcon('Feedback'),
           'Give feedback',
-          dom.on('click', () => beaconOpenMessage({appModel, onOpen: () => ctl.close()})),
+          dom.on('click', () => beaconOpenMessage({appModel, onOpen: () => ctl.close(), route: '/ask/message/'})),
           testId('feedback'),
         )
       ),

app/gen-server/ApiServer.ts

@@ -39,7 +39,7 @@ export function getOrgFromRequest(req: Request): string|null {
  * HelpScout the user identity for identifying customer information and conversation history.
  */
 function helpScoutSign(email: string): string|undefined {
-  const secretKey = process.env.HELP_SCOUT_SECRET_KEY;
+  const secretKey = process.env.HELP_SCOUT_SECRET_KEY_V2;
   if (!secretKey) { return undefined; }
   return crypto.createHmac('sha256', secretKey).update(email).digest('hex');
 }

app/server/lib/sendAppPage.ts

@@ -41,7 +41,7 @@ export function makeGristConfig(homeUrl: string|null, extra: Partial<GristLoadCo
     stripeAPIKey: process.env.STRIPE_PUBLIC_API_KEY,
     googleClientId: process.env.GOOGLE_CLIENT_ID,
     googleDriveScope: process.env.GOOGLE_DRIVE_SCOPE,
-    helpScoutBeaconId: process.env.HELP_SCOUT_BEACON_ID,
+    helpScoutBeaconId: process.env.HELP_SCOUT_BEACON_ID_V2,
     maxUploadSizeImport: (Number(process.env.GRIST_MAX_UPLOAD_IMPORT_MB) * 1024 * 1024) || undefined,
     maxUploadSizeAttachment: (Number(process.env.GRIST_MAX_UPLOAD_ATTACHMENT_MB) * 1024 * 1024) || undefined,
     timestampMs: Date.now(),