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A/B testing framework under active development at SeatGeek

Project description

=======
Sixpack
=======

.. image:: https://travis-ci.org/seatgeek/sixpack.png?branch=master
:target: https://travis-ci.org/seatgeek/sixpack

.. image:: https://coveralls.io/repos/seatgeek/sixpack/badge.png?branch=master
:target: https://coveralls.io/r/seatgeek/sixpack?branch=master

Sixpack is a framework to enable A/B testing across multiple programming languages. It does this by exposing a simple API for client libraries. Client libraries can be written in virtually any language.

Sixpack has two main parts. The first, **Sixpack-server**, is responsible for responding to web requests. The second, **Sixpack-web**, is a web dashboard for tracking and acting on your A/B tests. Sixpack-web is optional.

Requirements
============

* Redis >= 2.6
* Python >= 2.7 (3.0 untested, pull requests welcome)

Getting Started
===============

To get going, create (or don't, but you really should) a new virtualenv for your sixpack installation. Follow that up with ``pip install``::

$ pip install sixpack


**Note:** If you get an error like ``src/hiredis.h:4:20: fatal error: Python.h: No such file or directory`` you need to install the python development tools. ``apt-get install python-dev`` on Ubuntu.

Next, create a Sixpack configuration. A configuration must be created for sixpack to run. Here's the default::

redis_port: 6379 # Redis port
redis_host: localhost # Redis host
redis_prefix: sixpack # all Redis keys will be prefixed with this
redis_db: 15 # DB number in redis

# The regex to match for robots
robot_regex: $^|trivial|facebook|MetaURI|butterfly|google|amazon|goldfire|sleuth|xenu|msnbot|SiteUptime|Slurp|WordPress|ZIBB|ZyBorg|pingdom|bot|yahoo|slurp|java|fetch|spider|url|crawl|oneriot|abby|commentreader|twiceler
ignored_ip_addresses: [] # List of IP

asset_path: gen # Path for compressed assets to live. This path is RELATIVE to sixpack/static
secret_key: '<your secret key here>' # Random key (any string is valid, required for sixpack-web to run)

You can store this file anywhere (we recommend ``/etc/sixpack/config.yml``). As long as Redis is running, you can now start the sixpack server like this::

$ SIXPACK_CONFIG=<path to config.yml> sixpack

Sixpack-server will be listening on port 5000 by default but can be changed with the ``SIXPACK_PORT`` environment variable. For use in a production environment, please see the "Production Notes" section below.

Alternatively, as of version 1.1, all Sixpack configuration can be set by environment variables. The following environment variables are available:

* ``SIXPACK_CONFIG_ENABLED``
* ``SIXPACK_CONFIG_REDIS_PORT``
* ``SIXPACK_CONFIG_REDIS_HOST``
* ``SIXPACK_CONFIG_REDIS_PASSWORD``
* ``SIXPACK_CONFIG_REDIS_PREFIX``
* ``SIXPACK_CONFIG_REDIS_DB``
* ``SIXPACK_CONFIG_ROBOT_REGEX``
* ``SIXPACK_CONFIG_IGNORE_IPS`` - comma separated
* ``SIXPACK_CONFIG_ASSET_PATH``
* ``SIXPACK_CONFIG_SECRET``

Using the API
=============

All interaction with Sixpack is done via ``HTTP GET`` requests. Sixpack allows for cross-language testing by accepting a unique ``client_id`` (which the client is responsible for generating) that links a participation to a conversion. All requests to Sixpack require a ``client_id``.

Participating in an Experiment
------------------------------

You can participate in an experiment with a ``GET`` request to the ``participate`` endpoint::

$ curl http://localhost:5000/participate?experiment=button_color&alternatives=red&alternatives=blue&client_id=12345678-1234-5678-1234-567812345678

If the test does not exist, it will be created automatically. You do not need to create the test in Sixpack-web.

Arguments
---------

``experiment`` (required) is the name of the test. Valid experiment names must be alphanumeric and can contain ``_`` and ``-``.

``alternatives`` (required) are the potential responses from Sixpack. One of them will be the bucket that the ``client_id`` is assigned to.

``client_id`` (required) is the unique id for the user participating in the test.

``user_agent`` (optional) user agent of the user making a request. Used for bot detection.

``ip_address`` (optional) ip address of user making a request. Used for bot detection.

``force`` (optional) force a specific alternative to be returned, example::

$ curl http://localhost:5000/participate?experiment=button_color&alternatives=red&alternatives=blue&force=red&client_id=12345678-1234-5678-1234-567812345678

In this example, red will always be returned. This is used for testing only, and no participation will be recorded.

``traffic_fraction`` (optional) sixpack allows for limiting experiments to a subset of traffic. You can pass the percentage of traffic you'd like to expose the test to as a decimal number here. (``?traffic_fraction=0.10`` for 10%)


Response
--------

A typical Sixpack participation response will look something like this::

{
status: "ok",
alternative: {
name: "red"
},
experiment: {
name: "button_color"
},
client_id: "12345678-1234-5678-1234-567812345678"
}

The most interesting part of this is ``alternative``. This is a representation of the alternative that was chosen for the test and assigned to a ``client_id``. All subsequent requests to this experiment/client_id combination will be returned the same alternative.

Converting a user
-----------------

You can convert a user with a ``GET`` request to the ``convert`` endpoint::

$ curl http://localhost:5000/convert?experiment=button_color&client_id=12345678-1234-5678-1234-567812345678

Arguments
---------

``experiment`` (required) the name of the experiment you would like to convert on

``client_id`` (required) the client you would like to convert.

``kpi`` (optional) sixpack supports recording multiple KPIs. If you would like to track conversion against a specfic KPI, you can do that here. If the KPI does not exist, it will be created automatically.

Notes
-----

You'll notice that the ``convert`` endpoint does not take a ``alternative`` query parameter. This is because Sixpack handles that internally with the ``client_id``.

We've included a 'health-check' endpoint, available at ``/_status``. This is helpful for monitoring and alerting if the Sixpack service becomes unavailable. The health check will respond with either 200 (success) or 500 (failure) headers.

Clients
=======

We've already provided clients in four languages. We'd love to add clients in additional languages. If you feel inclined to create one, please first read the CLIENTSPEC_. After writing your client, please update and pull request this file so we know about it.

- Ruby_
- Python_
- JavaScript_
- PHP_
- iOS_
- Go_
- Perl_
- `C#`_
- `Java/Android`_

.. _Ruby: http://github.com/seatgeek/sixpack-rb
.. _Python: http://github.com/seatgeek/sixpack-py
.. _JavaScript: http://github.com/seatgeek/sixpack-js
.. _PHP: http://github.com/seatgeek/sixpack-php
.. _iOS: http://github.com/seatgeek/sixpack-ios
.. _Go: http://github.com/subosito/sixpack-go
.. _Perl: http://github.com/b10m/p5-WWW-Sixpack
.. _C#: https://github.com/nderraugh/sixpack-cs
.. _Java/Android: http://github.com/seatgeek/sixpack-java

Algorithm
=========

As of version 2.0 of Sixpack, we use a deterministic algorithm to choose which alternative a client with receive. The algorithm was ported from Facebook's Planout project, and more information can be found HERE_.




Dashboard
=========

Sixpack comes with a built in dashboard. You can start the dashboard with::

$ SIXPACK_CONFIG=<path to config.yml> sixpack-web

The sixpack dashboard allows you to visualize how each experiment's alternatives are doing compared to the rest, select alternatives as winners, and update experiment descriptions to something more human-readable

Sixpack-web defaults to run on port ``5001`` but can be changed with the ``SIXPACK_WEB_PORT`` environment variable.

API
---

Sixpack web dashboard has a bit of a read-only API built in. To get a list of all experiment information you can make a request like::

$ curl http://localhost:5001/experiments.json

To get the information for a single experiment, you can make a request like::

$ curl http://localhost:5001/experiments/blue-or-red-header.json

Production Notes
================

We recommend running Sixpack on gunicorn_ in production. You will need to install gunicorn in your virtual environment before running the following.

To run the sixpack server using gunicorn/gevent (a separate installation) you can run the following::

gunicorn --access-logfile - -w 8 --worker-class=gevent sixpack.server:start

To run the sixpack web dashboard using gunicorn/gevent (a separate installation) you can run the following::

gunicorn --access-logfile - -w 2 --worker-class=gevent sixpack.web:start

**Note:** After selecting an experiment winner, it is best to remove the Sixpack experiment code from your codebase to avoid unnecessary http requests.

Contributing
============

1. Fork it
2. Start Sixpack in development mode with

::

$ PYTHONPATH=. SIXPACK_CONFIG=<path to config.yml> bin/sixpack

and

::

$ PYTHONPATH=. SIXPACK_CONFIG=<path to config.yml> bin/sixpack-web

We've also included a small script that will seed Sixpack with lots of random data for testing and development on sixpack-web. You can seed Sixpack with the following command

::

$ PYTHONPATH=. SIXPACK_CONFIG=<path to config.yml> sixpack/test/seed

This command will make a few dozen requests to the ``participate`` and ``convert`` endpoints. Feel free to run it multiple times to get additional data.

**Note:** By default the server runs in production mode. If you'd like to turn on Flask and Werkzeug debug modes set the ``SIXPACK_DEBUG`` environment variable to ``true``.

3. Create your feature branch (``git checkout -b my-new-feature``)
4. Write tests
5. Run tests with ``nosetests``
6. Commit your changes (``git commit -am 'Added some feature'``)
7. Push to the branch (``git push origin my-new-feature``)
8. Create new pull request

Please avoid changing versions numbers; we'll take care of that for you

Using Sixpack in production?
============
If you're a company using Sixpack in production, kindly let us know! We're going to add a 'using Sixpack' section to the project landing page, and we'd like to include you. Drop Jack a line at jack [at] seatgeek dot.com with your company name.

License
============

Sixpack is released under the `BSD 2-Clause License`_.


.. _gunicorn: https://github.com/benoitc/gunicorn
.. _CLIENTSPEC: https://github.com/seatgeek/sixpack/blob/master/CLIENTSPEC.md
.. _HERE: https://github.com/facebook/planout/blob/master/python/planout/ops/random.py
.. _`BSD 2-Clause License`: http://opensource.org/licenses/BSD-2-Clause


2.0.4
=====
* [ENHANCEMENT] Add disabling CSRF in Sixpack-Web as an option

2.0.3
=====
* [BUG] Fix broken config in some python versions
* [ENHANCEMENT] Add max redis connections config option

2.0.2
=====
* [BUG] Fix broken experiments when a winner is set

2.0.1
=====
* [FEATURE] New 'failing experiments' section in the dashboard
* [ENHANCEMENT] Better error handling
* [BUG] Remove infinite load for failing tests

2.0
===
* [FEATURE] Include new deterministic alternative choice algorithm
* [BUG] Several bug fixes
* [REMOVE] Whiplash/Multi-armed bandit has been removed


1.1.2
=====
* [ENHANCEMENT] Client can now choose alternative when async is not ideal

1.1.1
=====
* [ENHANCEMENT] Redis Sentinal Support

1.1.0
=====
* [ENHANCEMENT] Add this file
* [BUG] CSV export should respect KPI setting
* [ENHANCEMENT] Better handling of traffic fractioning
* [FEATURE] Configuation by environment variables
* [NEW] iOS Client
* [DOCS] Multi-armed bandit information

1.0.5
=====
* [BUG] Allow KPI conversion after non-KPI conversion
* [NEW] Add Perl client

1.0.4
=====
* [ENHANCEMENT] Remove unnecessary markdown call
* [ENHANCEMENT] find_or_404 should only catch ValueError.
* [NEW] Add Go client
* [BUG] Fix ascii art

1.0.1
=====
* [ENHANCEMENT] Vendorize Assets

1.0
===
* Public Release

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