Merge pull request #14118 from backstage/analytics/entity-awareness

This commit is contained in:
Eric Peterson
2022-10-20 07:17:12 -04:00
committed by GitHub
13 changed files with 239 additions and 63 deletions
+8
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@@ -0,0 +1,8 @@
---
'@backstage/plugin-scaffolder': patch
---
Basic analytics instrumentation is now in place:
- As users make their way through template steps, a `click` event is fired, including the step number.
- After a user clicks "Create" a `create` event is fired, including the name of the software that was just created. The template used at creation is set on the `entityRef` context key.
@@ -0,0 +1,5 @@
---
'@backstage/plugin-catalog-react': patch
---
Both `EntityProvider` and `AsyncEntityProvider` contexts now wrap all children with an `AnalyticsContext` containing the corresponding `entityRef`; this opens up the possibility for all events underneath these contexts to be associated with and aggregated by the corresponding entity.
+12 -11
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@@ -52,12 +52,13 @@ learn how to contribute the integration yourself!
The following table summarizes events that, depending on the plugins you have
installed, may be captured.
| Action | Subject | Other Notes |
| ---------- | --------------------------------------------------- | ----------------------------------------------------------------- |
| `navigate` | The URL of the page that was navigated to | |
| `click` | The text of the link that was clicked on | The `to` attribute represents the URL clicked to |
| `search` | The search term entered in any search bar component | The `searchTypes` attribute holds `types` constraining the search |
| `discover` | The title of the search result that was clicked on | The `value` is the result rank. A `to` attribute is also provided |
| Action | Subject | Other Notes |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------- |
| `navigate` | The URL of the page that was navigated to | |
| `click` | The text of the link that was clicked on | The `to` attribute represents the URL clicked to |
| `create` | The `name` of the software being created; if no `name` property is requested by the given Software Template, then the string `new {templateName}` is used instead. | The context holds an `entityRef`, set to the template's ref (e.g. `template:default/template-name`) |
| `search` | The search term entered in any search bar component | The context holds `searchTypes`, representing `types` constraining the search |
| `discover` | The title of the search result that was clicked on | The `value` is the result rank. A `to` attribute is also provided |
If there is an event you'd like to see captured, please [open an
issue][add-event] describing the event you want to see and the questions it
@@ -301,11 +302,11 @@ it's important to keep each of these levels of detail disaggregated.
automatically as part of the `extension` in which the `filter` event was
captured).
- On the flip side, when adding `attributes` to an event, look at existing
events and see if the data you are capturing matches the intention, type, or
even the content of _their_ `attributes`. For instance, it may be common for
events that involve the Catalog to add details like entity `name`, `kind`,
and/or `namespace` as `attributes`. Using the same keys in your event will
- On the flip side, when adding `attributes` to or `context` around an event,
look at existing events and see if the data you are capturing matches the
intention, type, or even the content of _their_ `attributes` or `context`.
For instance, it's common for events that involve the Catalog to include an
`entityRef` contextual key. Using the same keys and values in your event will
ensure that events instrumented across plugins can easily be aggregated.
### Unit Testing Event Capture
@@ -38,7 +38,10 @@ describe('EntityBadgesDialog', () => {
},
]),
};
const mockEntity = { metadata: { name: 'mock' } } as Entity;
const mockEntity = {
metadata: { name: 'mock' },
kind: 'MockKind',
} as Entity;
const rendered = await renderWithEffects(
<TestApiProvider
@@ -23,6 +23,11 @@ import {
AsyncEntityProvider,
} from './useEntity';
import { Entity } from '@backstage/catalog-model';
import { analyticsApiRef, useAnalytics } from '@backstage/core-plugin-api';
import { MockAnalyticsApi, TestApiRegistry } from '@backstage/test-utils';
import { ApiProvider } from '@backstage/core-app-api';
const entity = { metadata: { name: 'my-entity' }, kind: 'MyKind' } as Entity;
describe('useEntity', () => {
it('should throw if no entity is provided', async () => {
@@ -34,7 +39,6 @@ describe('useEntity', () => {
});
it('should provide an entity', async () => {
const entity = { kind: 'MyEntity' } as Entity;
const { result } = renderHook(() => useEntity(), {
wrapper: ({ children }) => (
<EntityProvider entity={entity} children={children} />
@@ -43,6 +47,24 @@ describe('useEntity', () => {
expect(result.current.entity).toBe(entity);
});
it('should provide entityRef analytics context', () => {
const analyticsSpy = new MockAnalyticsApi();
const apis = TestApiRegistry.from([analyticsApiRef, analyticsSpy]);
const { result } = renderHook(() => useAnalytics(), {
wrapper: ({ children }) => (
<ApiProvider apis={apis}>
<EntityProvider entity={entity} children={children} />
</ApiProvider>
),
});
result.current.captureEvent('test', 'value');
expect(analyticsSpy.getEvents()[0]).toMatchObject({
context: { entityRef: 'mykind:default/my-entity' },
});
});
});
describe('useAsyncEntity', () => {
@@ -60,7 +82,6 @@ describe('useAsyncEntity', () => {
});
it('should provide an entity', async () => {
const entity = { kind: 'MyEntity' } as Entity;
const refresh = () => {};
const { result } = renderHook(() => useAsyncEntity(), {
wrapper: ({ children }) => (
@@ -96,4 +117,43 @@ describe('useAsyncEntity', () => {
expect(result.current.error).toBe(error);
expect(result.current.refresh).toBe(undefined);
});
it('should provide entityRef analytics context', () => {
const analyticsSpy = new MockAnalyticsApi();
const apis = TestApiRegistry.from([analyticsApiRef, analyticsSpy]);
const { result } = renderHook(() => useAnalytics(), {
wrapper: ({ children }) => (
<ApiProvider apis={apis}>
<AsyncEntityProvider
loading={false}
entity={entity}
refresh={() => {}}
children={children}
/>
</ApiProvider>
),
});
result.current.captureEvent('test', 'value');
expect(analyticsSpy.getEvents()[0]).toMatchObject({
context: { entityRef: 'mykind:default/my-entity' },
});
});
it('should omit entityRef analytics context', () => {
const analyticsSpy = new MockAnalyticsApi();
const apis = TestApiRegistry.from([analyticsApiRef, analyticsSpy]);
const { result } = renderHook(() => useAnalytics(), {
wrapper: ({ children }) => (
<ApiProvider apis={apis}>
<AsyncEntityProvider loading={false} children={children} />
</ApiProvider>
),
});
result.current.captureEvent('test', 'value');
expect(analyticsSpy.getEvents()[0].context).not.toHaveProperty('entityRef');
});
});
@@ -13,7 +13,8 @@
* See the License for the specific language governing permissions and
* limitations under the License.
*/
import { Entity } from '@backstage/catalog-model';
import { Entity, stringifyEntityRef } from '@backstage/catalog-model';
import { AnalyticsContext } from '@backstage/core-plugin-api';
import {
createVersionedContext,
createVersionedValueMap,
@@ -66,7 +67,13 @@ export const AsyncEntityProvider = ({
// consumers might be doing things like `useContext(EntityContext)`
return (
<NewEntityContext.Provider value={createVersionedValueMap({ 1: value })}>
{children}
<AnalyticsContext
attributes={{
...(entity ? { entityRef: stringifyEntityRef(entity) } : undefined),
}}
>
{children}
</AnalyticsContext>
</NewEntityContext.Provider>
);
};
@@ -24,8 +24,10 @@ describe('EntityLinksCard', () => {
const createEntity = (links: EntityLink[] = []): Entity =>
({
metadata: {
name: 'mock',
links,
},
kind: 'MockKind',
} as Entity);
const createLink = ({
@@ -46,7 +46,9 @@ describe('EntitySwitch', () => {
const rendered = render(
<Wrapper>
<EntityProvider entity={{ kind: 'component' } as Entity}>
<EntityProvider
entity={{ metadata: { name: 'mock' }, kind: 'component' } as Entity}
>
{content}
</EntityProvider>
</Wrapper>,
@@ -58,7 +60,9 @@ describe('EntitySwitch', () => {
rendered.rerender(
<Wrapper>
<EntityProvider entity={{ kind: 'template' } as Entity}>
<EntityProvider
entity={{ metadata: { name: 'mock' }, kind: 'template' } as Entity}
>
{content}
</EntityProvider>
</Wrapper>,
@@ -70,7 +74,9 @@ describe('EntitySwitch', () => {
rendered.rerender(
<Wrapper>
<EntityProvider entity={{ kind: 'derp' } as Entity}>
<EntityProvider
entity={{ metadata: { name: 'mock' }, kind: 'derp' } as Entity}
>
{content}
</EntityProvider>
</Wrapper>,
@@ -94,7 +100,7 @@ describe('EntitySwitch', () => {
});
it('should switch child when filters switch', () => {
const entity = { kind: 'component' } as Entity;
const entity = { metadata: { name: 'mock' }, kind: 'component' } as Entity;
const rendered = render(
<Wrapper>
@@ -126,7 +132,7 @@ describe('EntitySwitch', () => {
});
it('should switch with async condition that is true', async () => {
const entity = { kind: 'component' } as Entity;
const entity = { metadata: { name: 'mock' }, kind: 'component' } as Entity;
const shouldRender = () => Promise.resolve(true);
const rendered = render(
@@ -145,7 +151,7 @@ describe('EntitySwitch', () => {
});
it('should switch with sync condition that is false', async () => {
const entity = { kind: 'component' } as Entity;
const entity = { metadata: { name: 'mock' }, kind: 'component' } as Entity;
const shouldRender = () => Promise.resolve(false);
const rendered = render(
@@ -164,7 +170,7 @@ describe('EntitySwitch', () => {
});
it('should switch with sync condition that throws', async () => {
const entity = { kind: 'component' } as Entity;
const entity = { metadata: { name: 'mock' }, kind: 'component' } as Entity;
const shouldRender = () => Promise.reject();
const rendered = render(
@@ -36,7 +36,9 @@ describe('GoCdArtifactsComponent', () => {
baseUrl: 'gocd.baseurl.com',
},
});
const entityValue = { entity: { metadata: {} } as Entity };
const entityValue = {
entity: { metadata: { name: 'mock' }, kind: 'MockKind' } as Entity,
};
const renderComponent = () =>
renderWithEffects(
@@ -28,6 +28,8 @@ import {
errorApiRef,
useApi,
featureFlagsApiRef,
useAnalytics,
useRouteRefParams,
} from '@backstage/core-plugin-api';
import { FormProps, IChangeEvent, UiSchema, withTheme } from '@rjsf/core';
import { Theme as MuiTheme } from '@rjsf/material-ui';
@@ -37,6 +39,7 @@ import { Content, StructuredMetadataTable } from '@backstage/core-components';
import cloneDeep from 'lodash/cloneDeep';
import * as fieldOverrides from './FieldOverrides';
import { LayoutOptions } from '../../layouts';
import { selectedTemplateRouteRef } from '../../routes';
const Form = withTheme(MuiTheme);
type Step = {
@@ -123,6 +126,8 @@ export const MultistepJsonForm = (props: Props) => {
finishButtonLabel,
layouts,
} = props;
const { templateName } = useRouteRefParams(selectedTemplateRouteRef);
const analytics = useAnalytics();
const [activeStep, setActiveStep] = useState(0);
const [disableButtons, setDisableButtons] = useState(false);
const errorApi = useApi(errorApiRef);
@@ -171,7 +176,9 @@ export const MultistepJsonForm = (props: Props) => {
onReset();
};
const handleNext = () => {
setActiveStep(Math.min(activeStep + 1, steps.length));
const stepNum = Math.min(activeStep + 1, steps.length);
setActiveStep(stepNum);
analytics.captureEvent('click', `Next Step (${stepNum})`);
};
const handleBack = () => setActiveStep(Math.max(activeStep - 1, 0));
const handleCreate = async () => {
@@ -182,6 +189,7 @@ export const MultistepJsonForm = (props: Props) => {
setDisableButtons(true);
try {
await onFinish();
analytics.captureEvent('create', formData.name || `new ${templateName}`);
} catch (err) {
errorApi.post(err);
} finally {
@@ -13,7 +13,11 @@
* See the License for the specific language governing permissions and
* limitations under the License.
*/
import { renderInTestApp, TestApiRegistry } from '@backstage/test-utils';
import {
MockAnalyticsApi,
renderInTestApp,
TestApiRegistry,
} from '@backstage/test-utils';
import { act, fireEvent, within } from '@testing-library/react';
import React from 'react';
import { Route, Routes } from 'react-router';
@@ -24,6 +28,7 @@ import { TemplatePage } from './TemplatePage';
import {
featureFlagsApiRef,
FeatureFlagsApi,
analyticsApiRef,
} from '@backstage/core-plugin-api';
import { ApiProvider } from '@backstage/core-app-api';
@@ -57,6 +62,8 @@ const featureFlagsApiMock: jest.Mocked<FeatureFlagsApi> = {
const errorApiMock = { post: jest.fn(), error$: jest.fn() };
const analyticsMock = new MockAnalyticsApi();
const schemaMockValue = {
title: 'my-schema',
steps: [
@@ -105,6 +112,7 @@ const apis = TestApiRegistry.from(
[scaffolderApiRef, scaffolderApiMock],
[errorApiRef, errorApiMock],
[featureFlagsApiRef, featureFlagsApiMock],
[analyticsApiRef, analyticsMock],
);
describe('TemplatePage', () => {
@@ -158,6 +166,66 @@ describe('TemplatePage', () => {
});
});
it('captures expected analytics events', async () => {
scaffolderApiMock.scaffold.mockResolvedValue({ taskId: 'xyz' });
scaffolderApiMock.getTemplateParameterSchema.mockResolvedValue({
title: 'schema-4-analytics',
steps: [
{
title: 'Fill in some steps',
schema: {
properties: {
name: {
title: 'Name',
type: 'string',
},
},
required: ['name'],
},
},
],
});
const { findByLabelText, findByText } = await renderInTestApp(
<ApiProvider apis={apis}>
<TemplatePage />
</ApiProvider>,
{
mountedRoutes: {
'/create': rootRouteRef,
},
},
);
// Fill out the name field
expect(await findByText('Fill in some steps')).toBeInTheDocument();
fireEvent.change(await findByLabelText('Name', { exact: false }), {
target: { value: 'expected-name' },
});
// Go to the final page
fireEvent.click(await findByText('Next step'));
expect(await findByText('Reset')).toBeInTheDocument();
// Create the software
await act(async () => {
fireEvent.click(await findByText('Create'));
});
// The "Next Step" button should have fired an event
expect(analyticsMock.getEvents()[0]).toMatchObject({
action: 'click',
subject: 'Next Step (1)',
context: { entityRef: 'template:default/test' },
});
// And the "Create" button should have fired an event
expect(analyticsMock.getEvents()[1]).toMatchObject({
action: 'create',
subject: 'expected-name',
context: { entityRef: 'template:default/test' },
});
});
it('navigates away if no template was loaded', async () => {
scaffolderApiMock.getTemplateParameterSchema.mockResolvedValue(
undefined as any,
@@ -32,6 +32,7 @@ import { createValidator } from './createValidator';
import { Content, Header, InfoCard, Page } from '@backstage/core-components';
import {
AnalyticsContext,
errorApiRef,
useApi,
useApiHolder,
@@ -129,41 +130,43 @@ export const TemplatePage = ({
);
return (
<Page themeId="home">
<Header
pageTitleOverride="Create a New Component"
title="Create a New Component"
subtitle="Create new software components using standard templates"
/>
<Content>
{loading && <LinearProgress data-testid="loading-progress" />}
{schema && (
<InfoCard
title={schema.title}
noPadding
titleTypographyProps={{ component: 'h2' }}
>
<MultistepJsonForm
formData={formState}
fields={customFieldComponents}
onChange={handleChange}
onReset={handleFormReset}
onFinish={handleCreate}
layouts={layouts}
steps={schema.steps.map(step => {
return {
...step,
validate: createValidator(
step.schema,
customFieldValidators,
{ apiHolder },
),
};
})}
/>
</InfoCard>
)}
</Content>
</Page>
<AnalyticsContext attributes={{ entityRef: templateRef }}>
<Page themeId="home">
<Header
pageTitleOverride="Create a New Component"
title="Create a New Component"
subtitle="Create new software components using standard templates"
/>
<Content>
{loading && <LinearProgress data-testid="loading-progress" />}
{schema && (
<InfoCard
title={schema.title}
noPadding
titleTypographyProps={{ component: 'h2' }}
>
<MultistepJsonForm
formData={formState}
fields={customFieldComponents}
onChange={handleChange}
onReset={handleFormReset}
onFinish={handleCreate}
layouts={layouts}
steps={schema.steps.map(step => {
return {
...step,
validate: createValidator(
step.schema,
customFieldValidators,
{ apiHolder },
),
};
})}
/>
</InfoCard>
)}
</Content>
</Page>
</AnalyticsContext>
);
};
@@ -38,7 +38,10 @@ describe('TodoList', () => {
offset: 0,
}),
};
const mockEntity = { metadata: { name: 'mock' } } as Entity;
const mockEntity = {
metadata: { name: 'mock' },
kind: 'MockKind',
} as Entity;
const rendered = await renderWithEffects(
<TestApiProvider apis={[[todoApiRef, mockApi]]}>