Permutive Identity Manager: initial implementation

modules/.submodules.json

@@ -36,6 +36,7 @@
       "novatiqIdSystem",
       "oneKeyIdSystem",
       "operaadsIdSystem",
+      "permutiveIdentityManagerIdSystem",
       "pubProvidedIdSystem",
       "publinkIdSystem",
       "quantcastIdSystem",

modules/permutiveIdentityManagerIdSystem.js

@@ -0,0 +1,151 @@
+import {MODULE_TYPE_UID} from '../src/activities/modules.js'
+import {submodule} from '../src/hook.js'
+import {getStorageManager} from '../src/storageManager.js'
+import {prefixLog, safeJSONParse} from '../src/utils.js'
+/**
+ * @typedef {import('../modules/userId/index.js').Submodule} Submodule
+ * @typedef {import('../modules/userId/index.js').SubmoduleConfig} SubmoduleConfig
+ * @typedef {import('../modules/userId/index.js').ConsentData} ConsentData
+ * @typedef {import('../modules/userId/index.js').IdResponse} IdResponse
+ */
+
+const MODULE_NAME = 'permutiveIdentityManagerId'
+const PERMUTIVE_ID_DATA_STORAGE_KEY = 'permutive-prebid-id'
+
+const ID5_DOMAIN = 'id5-sync.com'
+const LIVERAMP_DOMAIN = 'liveramp.com'
+const UID_DOMAIN = 'uidapi.com'
+
+const PRIMARY_IDS = ['id5id', 'idl_env', 'uid2']
+
+export const storage = getStorageManager({moduleType: MODULE_TYPE_UID, moduleName: MODULE_NAME})
+
+const logger = prefixLog('[PermutiveID]')
+
+const readFromSdkLocalStorage = () => {
+  const data = safeJSONParse(storage.getDataFromLocalStorage(PERMUTIVE_ID_DATA_STORAGE_KEY))
+  const id = {}
+  if (data && typeof data === 'object' && 'providers' in data && typeof data.providers === 'object') {
+    const now = Date.now()
+    for (const [idName, value] of Object.entries(data.providers)) {
+      if (PRIMARY_IDS.includes(idName) && value.userId) {
+        if (!value.expiryTime || value.expiryTime > now) {
+          id[idName] = value.userId
+        }
+      }
+    }
+  }
+  return id
+}
+
+/**
+ * Catch and log errors
+ * @param {function} fn - Function to safely evaluate
+ */
+function makeSafe (fn) {
+  try {
+    return fn()
+  } catch (e) {
+    logger.logError(e)
+  }
+}
+
+const waitAndRetrieveFromSdk = (timeoutMs) =>
+  new Promise(
+    resolve => {
+      const fallback = setTimeout(() => {
+        logger.logInfo('timeout expired waiting for SDK - attempting read from local storage again')
+        resolve(readFromSdkLocalStorage())
+      }, timeoutMs)
+      return window?.permutive?.ready(() => makeSafe(() => {
+        logger.logInfo('Permutive SDK is ready')
+        const onReady = makeSafe(() => window.permutive.addons.identity_manager.prebid.onReady)
+        if (typeof onReady === 'function') {
+          onReady((ids) => {
+            logger.logInfo('Permutive SDK has provided ids')
+            resolve(ids)
+            clearTimeout(fallback)
+          })
+        } else {
+          logger.logError('Permutive SDK initialised but identity manager prebid api not present')
+        }
+      }))
+    }
+  )
+
+/** @type {Submodule} */
+export const permutiveIdentityManagerIdSubmodule = {
+  /**
+   * used to link submodule with config
+   * @type {string}
+   */
+  name: MODULE_NAME,
+
+  /**
+   * decode the stored id value for passing to bid requests
+   * @function decode
+   * @param {(Object|string)} value
+   * @param {SubmoduleConfig|undefined} config
+   * @returns {(Object|undefined)}
+   */
+  decode(value, config) {
+    return value
+  },
+
+  /**
+   * performs action to obtain id and return a value in the callback's response argument
+   * @function getId
+   * @param {SubmoduleConfig} submoduleConfig
+   * @param {ConsentData} consentData
+   * @param {(Object|undefined)} cacheIdObj
+   * @returns {IdResponse|undefined}
+   */
+  getId(submoduleConfig, consentData, cacheIdObj) {
+    const id = readFromSdkLocalStorage()
+    if (Object.entries(id).length > 0) {
+      logger.logInfo('found id in sdk storage')
+      return { id }
+    } else if ('params' in submoduleConfig && submoduleConfig.params.ajaxTimeout) {
+      logger.logInfo('failed to find id in sdk storage - waiting for sdk')
+      // Is ajaxTimeout an appropriate timeout to use here?
+      return { callback: (done) => waitAndRetrieveFromSdk(submoduleConfig.params.ajaxTimeout).then(done) }
+    } else {
+      logger.logInfo('failed to find id in sdk storage and no wait time specified')
+    }
+  },
+
+  primaryIds: PRIMARY_IDS,
+
+  eids: {
+    'id5id': {
+      getValue: function (data) {
+        return data.uid
+      },
+      source: ID5_DOMAIN,
+      atype: 1,
+      getUidExt: function (data) {
+        if (data.ext) {
+          return data.ext
+        }
+      }
+    },
+    'idl_env': {
+      source: LIVERAMP_DOMAIN,
+      atype: 3,
+    },
+    'uid2': {
+      source: UID_DOMAIN,
+      atype: 3,
+      getValue: function(data) {
+        return data.id
+      },
+      getUidExt: function(data) {
+        if (data.ext) {
+          return data.ext
+        }
+      }
+    }
+  }
+}
+
+submodule('userId', permutiveIdentityManagerIdSubmodule)

modules/permutiveIdentityManagerIdSystem.md

@@ -0,0 +1,58 @@
+# Permutive Identity Manager
+
+This module supports [Permutive](https://permutive.com/) customers in using Permutive's Identity Manager functionality.
+
+To use this Prebid.js module it is assumed that the site includes Permutive's SDK, with Identity Manager configuration
+enabled. See Permutive's user documentation for more information on Identity Manager.
+
+## Building Prebid.js with Permutive Identity Manager Support
+
+Prebid.js must be built with the `permutiveIdentityManagerIdSystem` module in order for Permutive's Identity Manager to be able to
+activate relevant user identities to Prebid.
+
+To build Prebid.js with the `permutiveIdentityManagerIdSystem` module included:
+
+```
+gulp build --modules=userId,permutiveIdentityManagerIdSystem
+```
+
+## Prebid configuration
+
+There is minimal configuration required to be set on Prebid.js, since the bulk of the behaviour is managed through
+Permutive's dashboard and SDK.
+
+It is recommended to keep the Prebid.js caching for this module short, since the mechanism by which Permutive's SDK
+communicates with Prebid.js is effectively a local cache anyway.
+
+```
+pbjs.setConfig({
+  ...
+  userSync: {
+    userIds: [
+      {
+        name: 'permutiveIdentityManagerId',
+        params: {
+          ajaxTimeout: 90
+        },
+        storage: {
+          type: 'html5',
+          name: 'permutiveIdentityManagerId',
+          refreshInSeconds: 5
+        }
+      }
+    ],
+    auctionDelay: 100
+  },
+  ...
+});
+```
+
+### ajaxTimeout
+
+By default this module will read IDs provided by the Permutive SDK from local storage when requested by prebid, and if
+nothing is found, will not provide any identities. If a timeout is provided via the `ajaxTimeout` parameter, it will
+instead wait for up to the specified number of milliseconds for Permutive's SDK to become available, and will retrieve
+identities from the SDK directly if/when this happens.
+
+This value should be set to a value smaller than the `auctionDelay` set on the `userSync` configuration object, since
+there is no point waiting longer than this as the auction will already have been triggered.

test/spec/modules/permutiveIdentityManagerIdSystem_spec.js

@@ -0,0 +1,126 @@
+import { permutiveIdentityManagerIdSubmodule, storage } from 'modules/permutiveIdentityManagerIdSystem'
+import { deepSetValue } from 'src/utils.js'
+
+const STORAGE_KEY = 'permutive-prebid-id'
+
+describe('permutiveIdentityManagerIdSystem', () => {
+  afterEach(() => {
+    storage.removeDataFromLocalStorage(STORAGE_KEY)
+  })
+
+  describe('decode', () => {
+    it('returns the input unchanged', () => {
+      const input = {
+        id5id: {
+          uid: '0',
+          ext: {
+            abTestingControlGroup: false,
+            linkType: 2,
+            pba: 'somepba'
+          }
+        }
+      }
+      const result = permutiveIdentityManagerIdSubmodule.decode(input)
+      expect(result).to.be.equal(input)
+    })
+  })
+
+  describe('getId', () => {
+    it('returns relevant IDs from localStorage and does not return unexpected IDs', () => {
+      const data = getUserIdData()
+      storage.setDataInLocalStorage(STORAGE_KEY, JSON.stringify(data))
+      const result = permutiveIdentityManagerIdSubmodule.getId({})
+      const expected = {
+        'id': {
+          'id5id': {
+            'uid': '0',
+            'linkType': 0,
+            'ext': {
+              'abTestingControlGroup': false,
+              'linkType': 0,
+              'pba': 'EVqgf9vY0fSrsrqJZMOm+Q=='
+            }
+          }
+        }
+      }
+      expect(result).to.deep.equal(expected)
+    })
+
+    it('returns undefined if no relevant IDs are found in localStorage', () => {
+      storage.setDataInLocalStorage(STORAGE_KEY, '{}')
+      const result = permutiveIdentityManagerIdSubmodule.getId({})
+      expect(result).to.be.undefined
+    })
+
+    it('will optionally wait for Permutive SDK if no identities are in local storage already', async () => {
+      const cleanup = setWindowPermutive()
+      const result = permutiveIdentityManagerIdSubmodule.getId({params: {ajaxTimeout: 50}})
+      expect(result).not.to.be.undefined
+      expect(result.id).to.be.undefined
+      expect(result.callback).not.to.be.undefined
+      const expected = {
+        'id5id': {
+          'uid': '0',
+          'linkType': 0,
+          'ext': {
+            'abTestingControlGroup': false,
+            'linkType': 0,
+            'pba': 'EVqgf9vY0fSrsrqJZMOm+Q=='
+          }
+        }
+      }
+      const r = await new Promise(result.callback)
+      expect(r).to.deep.equal(expected)
+      cleanup()
+    })
+  })
+})
+
+const setWindowPermutive = () => {
+  // Read from Permutive
+  const backup = window.permutive
+
+  deepSetValue(window, 'permutive.ready', (f) => {
+    setTimeout(() => f(), 5)
+  })
+
+  deepSetValue(window, 'permutive.addons.identity_manager.prebid.onReady', (f) => {
+    setTimeout(() => f(sdkUserIdData()), 5)
+  })
+
+  // Cleanup
+  return () => window.permutive = backup
+}
+
+const sdkUserIdData = () => ({
+  'id5id': {
+    'uid': '0',
+    'linkType': 0,
+    'ext': {
+      'abTestingControlGroup': false,
+      'linkType': 0,
+      'pba': 'EVqgf9vY0fSrsrqJZMOm+Q=='
+    }
+  },
+})
+
+const getUserIdData = () => ({
+  'providers': {
+    'id5id': {
+      'userId': {
+        'uid': '0',
+        'linkType': 0,
+        'ext': {
+          'abTestingControlGroup': false,
+          'linkType': 0,
+          'pba': 'EVqgf9vY0fSrsrqJZMOm+Q=='
+        }
+      }
+    },
+    'fooid': {
+      'userId': {
+        'id': '1'
+      }
+    }
+  }
+})