/hoptoad_notifier

Reports exceptions to Hoptoad

Primary LanguageRubyMIT LicenseMIT

HoptoadNotifier
===============

This is the notifier plugin for integrating apps with Hoptoad.

When an uncaught exception occurs, HoptoadNotifier will POST the relevant data 
to the Hoptoad server specified in your environment.

INSTALLATION
------------

REMOVE EXCEPTION_NOTIFIER

In your ApplicationController, REMOVE this line:

  include ExceptionNotifiable

In your config/environment* files, remove all references to ExceptionNotifier

Remove the vendor/plugins/exception_notifier directory.

INSTALL HOPTOAD_NOTIFIER

From your project's RAILS_ROOT, run:

  script/plugin install git://github.com/thoughtbot/hoptoad_notifier.git

CONFIGURATION

You should have something like this in config/initializers/hoptoad.rb.

  HoptoadNotifier.configure do |config|
    config.api_key = '1234567890abcdef'
  end

(Please note that this configuration should be in a global configuration, and
is *not* environment-specific. Hoptoad is smart enough to know what errors are
caused by what environments, so your staging errors don't get mixed in with
your production errors.)

After adding to your config/initializers like this you must restart your
server. This will not affect the rake task but it bears stating.

That should be it! Now all exceptions will be logged to Hoptoad where they can
be aggregated, filtered, sorted, analyzed, massaged, and searched. In previous
releases you had to include HoptoadNotifier::Catcher into your
ApplicationController, but the plugin takes care of that now.

** NOTE FOR RAILS 1.2.* USERS: **
You will need to copy the hoptoad_notifier_tasks.rake file into your
RAILS_ROOT/lib/tasks directory in order for the following to work:

You can test that hoptoad is working in your production environment by using 
this rake task (from RAILS_ROOT):

  rake hoptoad:test

If everything is configured properly, that task will send a notice to hoptoad 
which will be visible immediately.

USAGE
-----

For the most part, hoptoad works for itself.  Once you've included the notifier 
in your ApplicationController (which is now done automatically by the plugin), 
all errors will be rescued by the #rescue_action_in_public provided by the plugin.

If you want to log arbitrary things which you've rescued yourself from a 
controller, you can do something like this:

  ...
  rescue => ex
    notify_hoptoad(ex)
    flash[:failure] = 'Encryptions could not be rerouted, try again.'
  end
  ...

The #notify_hoptoad call will send the notice over to hoptoad for later 
analysis.

To perform custom error processing after Hoptoad has been notified, define the instance method #rescue_action_in_public_without_hoptoad(exception) in your controller.

TRACKING DEPLOYMENTS IN HOPTOAD
-------------------------------

Paying Hoptoad plans support the ability to track deployments of your application in Hoptoad.
By notifying Hoptoad of your application deployments, all errors are resolved when a deploy occurs,
so that you'll be notified again about any errors that reoccur after a deployment.

Additionally, it's possible to review the errors in Hoptoad that occurred before and after a deploy.

When Hoptoad is installed as a plugin this functionality is loaded automatically (if you have Capistrano version 2.0.0 or greater).

When Hoptoad installed as a gem, you need to add 
  require 'hoptoad_notifier/recipes/hoptoad'
to your deploy.rb

GOING BEYOND EXCEPTIONS
-----------------------

You can also pass a hash to notify_hoptoad method and store whatever you want, not just an exception. And you can also use it anywhere, not just in controllers:

  begin 
    params = { 
      # params that you pass to a method that can throw an exception 
    }
    my_unpredicable_method(params) 
  rescue => e
    HoptoadNotifier.notify(
      :error_class => "Special Error", 
      :error_message => "Special Error: #{e.message}", 
      :request => { :params => params }
    )
  end

While in your controllers you use the notify_hoptoad method, anywhere else in your code, use HoptoadNotifier.notify. Hoptoad will get all the information about the error itself. As for a hash, these are the keys you should pass:

  * :error_class – Use this to group similar errors together. When Hoptoad catches an exception it sends the class name of that exception object.
  * :error_message – This is the title of the error you see in the errors list. For exceptions it is "#{exception.class.name}: #{exception.message}"
  * :request – While there are several ways to send additional data to Hoptoad, passing a Hash with :params key as :request as in the example above is the most common use case. When Hoptoad catches an exception in a controller, the actual HTTP client request is being sent using this key.

Hoptoad merges the hash you pass with these default options:

  def default_notice_options
    { 
      :api_key => HoptoadNotifier.api_key, 
      :error_message => 'Notification', 
      :backtrace => caller, 
      :request => {}, 
      :session => {}, 
      :environment => ENV.to_hash 
    } 
  end

You can override any of those parameters.

FILTERING
---------

You can specify a whitelist of errors, that Hoptoad will not report on.  Use 
this feature when you are so apathetic to certain errors that you don't want 
them even logged.

This filter will only be applied to automatic notifications, not manual 
notifications (when #notify is called directly).

Hoptoad ignores the following exceptions by default:
  ActiveRecord::RecordNotFound
  ActionController::RoutingError
  ActionController::InvalidAuthenticityToken
  ActionController::UnknownAction
  CGI::Session::CookieStore::TamperedWithCookie

To ignore errors in addition to those, specify their names in your Hoptoad 
configuration block.

  HoptoadNotifier.configure do |config|
    config.api_key      = '1234567890abcdef'
    config.ignore       << ActiveRecord::IgnoreThisError
  end

To ignore *only* certain errors (and override the defaults), use the 
#ignore_only attribute.

  HoptoadNotifier.configure do |config|
    config.api_key      = '1234567890abcdef'
    config.ignore_only  = [ActiveRecord::IgnoreThisError]
  end

To ignore certain user agents, add in the #ignore_user_agent attribute as a
string or regexp:

  HoptoadNotifier.configure do |config|
    config.api_key      = '1234567890abcdef'
    config.ignore_user_agent  << /Ignored/
    config.ignore_user_agent << 'IgnoredUserAgent'
  end

To ignore exceptions based on other conditions, use #ignore_by_filter:

  HoptoadNotifier.configure do |config|
    config.api_key      = '1234567890abcdef'
    config.ignore_by_filter do |exception_data|
      true if exception_data[:error_class] == "RuntimeError"
    end
  end

To replace sensitive information sent to the hoptoad service with [FILTERED] use #environment_filters or #params_filters:

  HoptoadNotifier.configure do |config|
    config.api_key      = '1234567890abcdef'

    config.environment_filters << "AWS_SECRET"
    config.environment_filters << "EC2_PRIVATE_KEY"
    config.environment_filters << "AWS_ACCESS"
    config.environment_filters << "EC2_CERT"

    config.params_filters << "credit_card_number"
  end

TESTING
-------

When you run your tests, you might notice that the hoptoad service is recording
notices generated using #notify when you don't expect it to.  You can 
use code like this in your test_helper.rb to redefine that method so those 
errors are not reported while running tests.

  module HoptoadNotifier::Catcher
    def notify(thing)
      # do nothing.
    end
  end

SUPPORTED RAILS VERSIONS
------------------------

The notifier currently supports the following versions of Rails:

* 1.2.6
* 2.0.2
* 2.1.2
* 2.2.2
* 2.3.2

Please open up a support ticket on Tender ( http://help.hoptoadapp.com ) if you're using a version of Rails that is not listed above and the notifier is not working properly.

THANKS
------

Thanks to Eugene Bolshakov for the excellent write-up on GOING BEYOND EXCEPTIONS, which we have included above.