Munich Re Markets IDD Profiling Widget

This package provides the IDD Profiling widget by Munich Re Markets for integration into your website.

Installation

If you use NPM as a package manager, run

  npm install --save @munichremarkets/idd-profiling

And if you use Yarn:

  yarn add @munichremarkets/idd-profiling

Integration

The IDD Profiling widget provides a (plain JavaScript) rendering API in the form of the renderIddProfiling function that is used to display the widget on the page and pass data to the widget. This function additionally returns an object containing an unmount and rerender function which you can respectively use to unmount the widget or rerender the widget with new parameters during runtime

Importing from NPM

The IDD Profiling package contains JavaScript (ES5) code in both ECMAScript and UMD (Universal Module Definition) module formats, so you need to use a bundler that supports either of these formats, such as Webpack or Rollup. Using ES6-style imports, your code might look like this:

import { renderIddProfiling } from '@munichremarkets/idd-profiling';

TypeScript declaration files (.d.ts) are also included in the package, providing typings and enhanced IDE support for the rendering API.

Rendering the widget

In order to render the widget, you need to invoke the renderIddProfiling rendering function that is made available as described above. The following data needs to be provided when invoking the rendering function:

A target DOM element (typically a <div> element) into which the widget should be rendered
A configuration object providing data to the widget, see section "Configuring the widget" below

The rendering function returns an object containing both an unmount and rerender function for the widget.

For example, a call to the rendering function might look like this (ES6):

const target = document.getElementById('widget-target');

renderIddProfiling(target, {
    /* configuration data, see below */
}).then(() => {
    /* code to be executed when the rendering is complete */
});

Please make sure to invoke the rendering function after the DOM has been loaded, e.g. by putting the call into a <script> tag at the end of the <body> or into a DOMContentLoaded event handler.

Note: You need to make sure that the process.env object is available (not just process.env.NODE_ENV), e.g. using Webpack's Define Plugin.

Unmounting the widget

The Object returned by the rendering function contains an unmount function you can use as a cleanup function. This function can be used to unmount the widget like this:

const target = document.getElementById('widget-target');

renderIddProfiling(target, {
    /* configuration data, see below */
}).then(({ unmount }) => {
    /* use `unmount` e.g. in an event listener */
});

Rerendering the widget

The Object returned by the rendering function contains an rerender you can use as a way to rerender the widget with new parameters during runtime. This function can be used to rerender the widget like this:

const target = document.getElementById('widget-target');

renderIddProfiling(target, {
    /* configuration data, see below */
}).then(({ rerender }) => {
    /* use `rerender` e.g. in an event listener and pass the new configuration data, see paragraph 'Configuring the widget' */
});

Please note that some parameters might not be reevaluated on rerender.

Configuring the widget

The configuration object passed to renderIddProfiling can contain the following properties (example values):

{
    // Whether to include widget-scoped Bootstrap 4.x CSS into the page
    // Optional, default: false
    // Set this to `true` if you are not already using Bootstrap on your website
    includeBootstrap4Css: true,

    // ID of the questionnaire to show
    // Mandatory
    questionnaireId: 'questionnaire-id',

    // Base URL of IDD profiling backend
    // Mandatory
    // May optionally end in '/'
    backendBaseUrl: 'https://some-url',

    // ID of the Tenant
    // Mandatory
    tenantId: '',

    // function called when the user selects a product at the end of the journey. productName is the name of the selected product if any
    // Mandatory
    onSelectProduct: productName => {},
}

The following things should be considered in order to ensure that the widget works as intended.

Note: Providing data that does not adhere to the documented API of the widget may lead to unexpected behavior or the widget not working altogether.

Text override mechanism

Some texts that are displayed by the widget can be overridden by providing the textOverrides option in the configuration object. It expects an object in the form of

{
    'some.overridable.key': {
        [Locale.DeDe]: 'Some german text',
        [Locale.EnUs]: 'Some american english text',
        [Locale.EnGb]: 'Some british english text',
    },
    'some.other.key': { /* ... */ }
}

where some.overridable.key is a localization key specified by the widget.

Note: The override mechanism is entirely optional. If it is omitted, default texts are used instead.

Semantic markup

Some texts can contain basic semantic HTML markup that is sanitized before displaying. The following tags are allowed and will be displayed as bold, italic, underlined, etc.: strong, b, em, i, u, br, p.

Note: HTML tags cannot contain attributes. If provided anyway, they are removed during sanitization ( e.g. <em class="some-classname">some text</em> will be converted to <em>some text</em>).

Interpolation

In some cases, texts might need to include dynamic values (e.g. monetary values or percentages). Such values can be referenced in the text using {{someVariable}}, where someVariable is a predefined name specific to the respective text key and will be replaced with the actual value during runtime.

Empty default text

In some cases default texts might be empty, which will cause the enclosing markup element (e.g. an information icon with accompanying text label) to purposefully not be displayed in the widget. This is a mechanism to remove markup elements entirely when the text that they usually display is missing. In these cases, a text override can be supplied to make the element visible again.

Mandatory and optional fields in the configuration

When using TypeScript, your IDE should automatically indicate which fields are mandatory/optional via the provided typings.
When using plain JavaScript, please refer to the section above regarding mandatory/optional fields.

Providing enumeration values in the configuration

Enumerations can be directly imported from the widget library. This works with both plain JavaScript and TypeScript. For instance, the Locale enumeration can be used like this:

import { renderIddProfiling, Locale } from '@munichremarkets/idd-profiling';

const target = document.getElementById('widget-target');
renderIddProfiling(target, { locale: Locale.EnUs, ... });

Although other ways of providing an enumeration value are technically possible (e.g. numerical or string values), it is considered improper usage and may stop working at any point.

Styling

Framework

The IDD Profiling widget uses version 4.x of the Bootstrap framework for styling. When integrating the widget into your website, you need to do different things depending on whether your website uses Bootstrap, too:

Case 1: Your website uses Bootstrap

In this case, Bootstrap CSS rules are already present on your website and all the Bootstrap theme colors defined by your website will automatically be used by the widget. Note that the supported range of Bootstrap versions is from 4.2 to 4.6 (inclusive).

Case 2: Your website does not use Bootstrap

In this case, you are required to set the includeBootstrap4Css flag to true when invoking the widget rendering function, so that the Bootstrap 4.x CSS rules shipped with the widget are included on your page. Those CSS rules will not affect the appearance of elements outside the widget because they are scoped to the .sri-widget CSS class that is assigned to a DOM element the widget is rendered into.

Adaptation of styling

By default, the styling of the widget automatically adapts to the styling of your website to a certain extent. However, you can still customize the appearance if necessary.

Automatic styling

Fonts

Since the widget does not define its own font, any font you define in the DOM tree above the widget will automatically be used within the widget.

Spacings

Font sizes and most of the spacings are defined in units of rem (root em), so these sizes will automatically be set relative to the font size of your website's <body> element.

Width

The widget will automatically fill the full width of its parent element.

Theming

Primary theming API: Overriding Bootstrap theme colors & CSS variables

Regardless of whether you are providing a custom-themed Bootstrap or not, certain colors (SRI colors) need to be customized. The minimal set of CSS variables that should be overridden are element, and the shades of primary and secondary:

primary-[50-900]
secondary-[50-900]
element-[0-23]
element-other

The element-* colors are used within indicators and charts (funds, categories, ...). The element-other color is used specifically for those instances where it's necessary to display an "Other" category in an indicator or chart.

By default, all additional colors are derived from those colors so overriding them should already provide a good baseline for theming.

Case 1: Your website uses Bootstrap

Bootstrap theme colors: Bootstrap components used throughout the Munich Re Markets widgets will be styled correctly, CSS variables for those customized colors are expected to be available on :root. This should require no further action.

Case 2: Your website does not use Bootstrap

Bootstrap theme colors: The CSS variables referring to the Bootstrap theme colors need to be overridden:

--primary
--secondary
--success
--danger
--warning
--info
--light
--dark

To make sure that your settings for these variables take precedence over the defaults defined by the widget, use the CSS selector .sri-widget.sri-external like this:

.sri-widget.sri-external {
    --primary: red;
}

Note:

Bootstrap internally uses SCSS variables, which are only present at build time. Since you will use the Bootstrap CSS rules shipped with the widget if you don't provide your own, components provided by Bootstrap will not be themed properly by just overriding the CSS variables. Also, classes like .text-primary, .bg-primary etc. will use wrong color values. In those cases the according CSS classes have to be overridden individually (see next section).
Any style overrides except changing Bootstrap theme colors may stop working at any point and hence need to be thoroughly tested on every upgrade.

Secondary theming API: Overriding CSS classes

You can override each style of the application via CSS classes individually. Therefore, it is important to know the basic markup of the widget, which looks like this:

<!-- Passed into the rendering function by your website -->
<div>
    <div class="sri-widget sri-external">
        <div class="sri-idd-profiling">
            <!-- Widget content -->
        </div>
    </div>
</div>

If you want to style an element within the main content of the widget, prefix all CSS rules with .sri-widget.sri-external to ensure that your CSS rule is more specific than the ones shipped with the widget and hence overrides the latter. For example, to style a button (.sri-btn), use a CSS rule like this:

.sri-widget.sri-external .sri-btn {
    /* ... */
}

If you use other widgets on the same page and need to scope a rule specifically to the IDD Profiling widget, additionally include the widget-specific class like this:

.sri-widget.sri-external.sri-idd-profiling .sri-btn {
    /* ... */
}

There is one special case: Some elements need to be rendered directly into the <body> of your website to ensure that they cover other elements, e.g. modal dialogs and tooltips. For these elements, the markup looks like this:

<div class="sri-widget sri-external sri-idd-profiling sri-modal">
    <!-- Modal content -->
</div>

In this case, you can override styles within the modal using CSS rules like this:

.sri-widget.sri-external.sri-idd-profiling.sri-modal .sri-btn {
    /* ... */
}

Notes:

Use !important for rules originating from Bootstrap. This is because Bootstrap already declares all rules as !important, so your rules need to be !important, too, in order to override the Bootstrap rules.
Any style overrides except changing Bootstrap theme colors may stop working at any point and hence need to be thoroughly tested on every upgrade.

Print view

In the print view, you might want to hide certain elements on your page (e.g. header and footer), reduce page margins etc. You can do this using a media query like this:

@media print {
    header {
        display: none !important;
    }
}

Recommendations for mobile viewports

Viewports in the "Extra small" (xs) and "Small" (sm) ranges of the responsive breakpoints defined by Bootstrap, i.e. narrower than 768px, are considered "mobile" viewports and larger ones are considered "desktop" viewports.

Although the IDD Profiling widget is generally responsive across all breakpoints, there are significant changes in layout between mobile and desktop viewports. Hence it is recommended to test your website in both variants.

Layout recommendations

The IDD Profiling widget requires the host website to not use a side navigation beside the widget as well as granting it as much height as it needs. Furthermore, the widget should not be implemented in a modal.

Browser support

The following browsers are supported:

Chrome (latest version)
Firefox (latest version)
Safari on macOS and iOS (latest two major versions)