chore: add personProfiles support

CHANGELOG.md

@@ -1,5 +1,7 @@
 ## Next
 
+- chore: add personProfiles support ([#187](https://github.com/PostHog/posthog-ios/pull/187))
+
 ## 3.10.0 - 2024-09-09
 
 - recording: mask swiftui picker if masking enabled ([#184](https://github.com/PostHog/posthog-ios/pull/184))

PostHog.xcodeproj/project.pbxproj

@@ -90,6 +90,8 @@
 		69BA38D72B888E8500AA69D6 /* PrivacyInfo.xcprivacy in Resources */ = {isa = PBXBuildFile; fileRef = 69BA38D62B888E8500AA69D6 /* PrivacyInfo.xcprivacy */; };
 		69ED1A5C2C7F15F300FE7A91 /* PostHogSessionManager.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69ED1A5B2C7F15F300FE7A91 /* PostHogSessionManager.swift */; };
 		69ED1A882C89B73100FE7A91 /* PostHogSwiftUIViewModifiers.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69ED1A872C89B73100FE7A91 /* PostHogSwiftUIViewModifiers.swift */; };
+		69ED1A9F2C8F451B00FE7A91 /* PostHogPersonProfiles.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69ED1A9E2C8F451B00FE7A91 /* PostHogPersonProfiles.swift */; };
+		69ED1AB62C90711D00FE7A91 /* PostHogSDKPersonProfilesTest.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69ED1AB52C90711D00FE7A91 /* PostHogSDKPersonProfilesTest.swift */; };
 		69EE82BA2BA9C50400EB9542 /* PostHogReplayIntegration.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69EE82B92BA9C50400EB9542 /* PostHogReplayIntegration.swift */; };
 		69EE82BC2BA9C53000EB9542 /* PostHogSessionReplayConfig.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69EE82BB2BA9C53000EB9542 /* PostHogSessionReplayConfig.swift */; };
 		69EE82BE2BA9C8AA00EB9542 /* ViewLayoutTracker.swift in Sources */ = {isa = PBXBuildFile; fileRef = 69EE82BD2BA9C8AA00EB9542 /* ViewLayoutTracker.swift */; };
@@ -343,6 +345,8 @@
 		69BA38D62B888E8500AA69D6 /* PrivacyInfo.xcprivacy */ = {isa = PBXFileReference; lastKnownFileType = text.xml; path = PrivacyInfo.xcprivacy; sourceTree = "<group>"; };
 		69ED1A5B2C7F15F300FE7A91 /* PostHogSessionManager.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = PostHogSessionManager.swift; sourceTree = "<group>"; };
 		69ED1A872C89B73100FE7A91 /* PostHogSwiftUIViewModifiers.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = PostHogSwiftUIViewModifiers.swift; sourceTree = "<group>"; };
+		69ED1A9E2C8F451B00FE7A91 /* PostHogPersonProfiles.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = PostHogPersonProfiles.swift; sourceTree = "<group>"; };
+		69ED1AB52C90711D00FE7A91 /* PostHogSDKPersonProfilesTest.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = PostHogSDKPersonProfilesTest.swift; sourceTree = "<group>"; };
 		69EE82B92BA9C50400EB9542 /* PostHogReplayIntegration.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = PostHogReplayIntegration.swift; sourceTree = "<group>"; };
 		69EE82BB2BA9C53000EB9542 /* PostHogSessionReplayConfig.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = PostHogSessionReplayConfig.swift; sourceTree = "<group>"; };
 		69EE82BD2BA9C8AA00EB9542 /* ViewLayoutTracker.swift */ = {isa = PBXFileReference; lastKnownFileType = sourcecode.swift; path = ViewLayoutTracker.swift; sourceTree = "<group>"; };
@@ -552,6 +556,7 @@
 				693E977A2C625208004B1030 /* PostHogPropertiesSanitizer.swift */,
 				69ED1A5B2C7F15F300FE7A91 /* PostHogSessionManager.swift */,
 				69ED1A872C89B73100FE7A91 /* PostHogSwiftUIViewModifiers.swift */,
+				69ED1A9E2C8F451B00FE7A91 /* PostHogPersonProfiles.swift */,
 			);
 			path = PostHog;
 			sourceTree = "<group>";
@@ -571,6 +576,7 @@
 				690FF0F42AF0F06100A0B06B /* PostHogSDKTest.swift */,
 				699C5FEE2C20242A007DB818 /* UUIDTest.swift */,
 				693E977C2C6257F9004B1030 /* ExampleSanitizer.swift */,
+				69ED1AB52C90711D00FE7A91 /* PostHogSDKPersonProfilesTest.swift */,
 			);
 			path = PostHogTests;
 			sourceTree = "<group>";
@@ -1106,6 +1112,7 @@
 				69261D1B2AD9678C00232EC7 /* PostHogEvent.swift in Sources */,
 				69EE82BC2BA9C53000EB9542 /* PostHogSessionReplayConfig.swift in Sources */,
 				69EE82CE2BAAC76000EB9542 /* ViewTreeSnapshotStatus.swift in Sources */,
+				69ED1A9F2C8F451B00FE7A91 /* PostHogPersonProfiles.swift in Sources */,
 				69EE82BA2BA9C50400EB9542 /* PostHogReplayIntegration.swift in Sources */,
 				3AE3FB472992AB0000AFFC18 /* Hedgelog.swift in Sources */,
 				69261D132AD5685B00232EC7 /* PostHogFeatureFlags.swift in Sources */,
@@ -1125,6 +1132,7 @@
 				690FF0E12AEFC59100A0B06B /* PostHogFileBackedQueueTest.swift in Sources */,
 				3A62647529CB0168007E8C07 /* TestPostHog.swift in Sources */,
 				699C5FEF2C20242A007DB818 /* UUIDTest.swift in Sources */,
+				69ED1AB62C90711D00FE7A91 /* PostHogSDKPersonProfilesTest.swift in Sources */,
 				3A62646A29C9E385007E8C07 /* MockPostHogServer.swift in Sources */,
 				690FF0BB2AEF8B8200A0B06B /* PostHogContextTest.swift in Sources */,
 				690FF0E32AEFD12900A0B06B /* PostHogConfigTest.swift in Sources */,

PostHog.xcodeproj/xcshareddata/xcschemes/PostHogTests.xcscheme

@@ -47,13 +47,32 @@
       debugDocumentVersioning = "YES"
       debugServiceExtension = "internal"
       allowLocationSimulation = "YES">
+      <BuildableProductRunnable
+         runnableDebuggingMode = "0">
+         <BuildableReference
+            BuildableIdentifier = "primary"
+            BlueprintIdentifier = "3AA34CF6296D951A003398F4"
+            BuildableName = "PostHogExample.app"
+            BlueprintName = "PostHogExample"
+            ReferencedContainer = "container:PostHog.xcodeproj">
+         </BuildableReference>
+      </BuildableProductRunnable>
    </LaunchAction>
    <ProfileAction
       buildConfiguration = "Release"
       shouldUseLaunchSchemeArgsEnv = "YES"
       savedToolIdentifier = ""
       useCustomWorkingDirectory = "NO"
       debugDocumentVersioning = "YES">
+      <MacroExpansion>
+         <BuildableReference
+            BuildableIdentifier = "primary"
+            BlueprintIdentifier = "3AA34CF6296D951A003398F4"
+            BuildableName = "PostHogExample.app"
+            BlueprintName = "PostHogExample"
+            ReferencedContainer = "container:PostHog.xcodeproj">
+         </BuildableReference>
+      </MacroExpansion>
    </ProfileAction>
    <AnalyzeAction
       buildConfiguration = "Debug">

PostHog/PostHogConfig.swift

@@ -30,6 +30,8 @@ import Foundation
     /// Hook that allows to sanitize the event properties
     /// The hook is called before the event is cached or sent over the wire
     @objc public var propertiesSanitizer: PostHogPropertiesSanitizer?
+    /// Determines the behavior for processing user profiles.
+    @objc public var personProfiles: PostHogPersonProfiles = .identifiedOnly
 
     /// Internal
     var snapshotEndpoint: String = "/s/"

PostHog/PostHogPersonProfiles.swift

@@ -0,0 +1,20 @@
+//
+//  PostHogPersonProfiles.swift
+//  PostHog
+//
+//  Created by Manoel Aranda Neto on 09.09.24.
+//
+
+import Foundation
+
+/// Determines the behavior for processing user profiles.
+/// - `never`: We won't process persons for any event. This means that anonymous users will not be merged once
+/// they sign up or login, so you lose the ability to create funnels that track users from anonymous to identified.
+/// All events (including `$identify`) will be sent with `$process_person_profile: False`.
+/// - `always`: We will process persons data for all events.
+/// - `identifiedOnly`: (default): we will only process persons when you call `identify`, `alias`, and `group`, Anonymous users won't get person profiles.
+@objc(PostHogPersonProfiles) public enum PostHogPersonProfiles: Int {
+    case never
+    case always
+    case identifiedOnly
+}

PostHog/PostHogSDK.swift

@@ -239,6 +239,26 @@ let maxRetryDelay = 30.0
         return properties
     }
 
+    private func hasPersonProcessing() -> Bool {
+        !(
+            config.personProfiles == .never ||
+                (
+                    config.personProfiles == .identifiedOnly &&
+                        storageManager?.isIdentified() == false &&
+                        storageManager?.isPersonProcessing() == false
+                )
+        )
+    }
+
+    private func requirePersonProcessing() -> Bool {
+        if config.personProfiles == .never {
+            hedgeLog("personProfiles is set to `never`. This call will be ignored.")
+            return false
+        }
+        storageManager?.setPersonProcessing(true)
+        return true
+    }
+
     private func buildProperties(distinctId: String,
                                  properties: [String: Any]?,
                                  userProperties: [String: Any]? = nil,
@@ -276,6 +296,8 @@ let maxRetryDelay = 30.0
             if let isIdentified = storageManager?.isIdentified() {
                 props["$is_identified"] = isIdentified
             }
+
+            props["$process_person_profile"] = hasPersonProcessing()
         }
 
         if let sessionId = PostHogSessionManager.shared.getSessionId() {
@@ -407,6 +429,10 @@ let maxRetryDelay = 30.0
             return
         }
 
+        if !requirePersonProcessing() {
+            return
+        }
+
         guard let queue = queue, let storageManager = storageManager else {
             return
         }
@@ -508,6 +534,12 @@ let maxRetryDelay = 30.0
 
         let distinctId = getDistinctId()
 
+        // if the user isn't identified but passed userProperties or userPropertiesSetOnce,
+        // we should still enable person processing since this is intentional
+        if userProperties?.isEmpty == false || userPropertiesSetOnce?.isEmpty == false || groups?.isEmpty == false {
+            requirePersonProcessing()
+        }
+
         let properties = buildProperties(distinctId: distinctId,
                                          properties: sanitizeDicionary(properties),
                                          userProperties: sanitizeDicionary(userProperties),
@@ -584,6 +616,10 @@ let maxRetryDelay = 30.0
             return
         }
 
+        if !requirePersonProcessing() {
+            return
+        }
+
         guard let queue = queue else {
             return
         }
@@ -680,6 +716,10 @@ let maxRetryDelay = 30.0
             return
         }
 
+        if !requirePersonProcessing() {
+            return
+        }
+
         _ = groups([type: key])
 
         groupIdentify(type: type, key: key, groupProperties: sanitizeDicionary(groupProperties))

PostHog/PostHogStorage.swift

@@ -34,6 +34,7 @@ class PostHogStorage {
         case optOut = "posthog.optOut"
         case sessionReplay = "posthog.sessionReplay"
         case isIdentified = "posthog.isIdentified"
+        case personProcessingEnabled = "posthog.personProcessingEnabled"
     }
 
     private let config: PostHogConfig
@@ -141,6 +142,7 @@ class PostHogStorage {
         deleteSafely(url(forKey: .optOut))
         deleteSafely(url(forKey: .sessionReplay))
         deleteSafely(url(forKey: .isIdentified))
+        deleteSafely(url(forKey: .personProcessingEnabled))
     }
 
     public func remove(key: StorageKey) {

PostHog/PostHogStorageManager.swift

@@ -13,12 +13,14 @@ class PostHogStorageManager {
     private let anonLock = NSLock()
     private let distinctLock = NSLock()
     private let identifiedLock = NSLock()
+    private let personProcessingLock = NSLock()
     private let idGen: (UUID) -> UUID
 
     private var distinctId: String?
     private var cachedDistinctId = false
     private var anonymousId: String?
     private var isIdentifiedValue: Bool?
+    private var personProcessingEnabled: Bool?
 
     init(_ config: PostHogConfig) {
         storage = PostHogStorage(config)
@@ -105,6 +107,25 @@ class PostHogStorageManager {
         }
     }
 
+    public func isPersonProcessing() -> Bool {
+        personProcessingLock.withLock {
+            if personProcessingEnabled == nil {
+                personProcessingEnabled = storage.getBool(forKey: .personProcessingEnabled) ?? false
+            }
+        }
+        return personProcessingEnabled ?? false
+    }
+
+    public func setPersonProcessing(_ personProcessingEnabled: Bool) {
+        personProcessingLock.withLock {
+            // only set if its different to avoid IO since this is called more often
+            if self.personProcessingEnabled != personProcessingEnabled {
+                self.personProcessingEnabled = personProcessingEnabled
+                storage.setBool(forKey: .personProcessingEnabled, contents: personProcessingEnabled)
+            }
+        }
+    }
+
     public func reset(_ resetStorage: Bool = false) {
         // resetStorage is only used for testing, when the reset method is called,
         // the storage is also cleared, so we dont do here to not do it twice.
@@ -127,5 +148,11 @@ class PostHogStorageManager {
                 storage.remove(key: .isIdentified)
             }
         }
+        personProcessingLock.withLock {
+            personProcessingEnabled = nil
+            if resetStorage {
+                storage.remove(key: .personProcessingEnabled)
+            }
+        }
     }
 }