activeadmin 2.2.0

data/docs/14-gotchas.md

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+---
+redirect_from: /docs/14-gotchas.html
+---
+
+# Gotchas
+
+## Security
+
+### Spreadsheet applications vulnerable to unescaped CSV data
+
+If your CSV export includes untrusted data provided by your users, it's possible
+that they could include an executable formula that could call arbitrary commands
+on your computer. See
+[#4256](https://github.com/activeadmin/activeadmin/issues/4256) for more
+details.
+
+## Session Commits & Asset Pipeline
+
+When configuring the asset pipeline ensure that the asset prefix
+(`config.assets.prefix`) is not the same as the namespace of ActiveAdmin
+(default namespace is `/admin`). If they are the same Sprockets will prevent the
+session from being committed. Flash messages won't work and you will be unable to
+use the session for storing anything.
+
+For more information see [the following
+post](http://www.intridea.com/blog/2013/3/20/rails-assets-prefix-may-disable-your-session).
+
+## Helpers
+
+There are two known gotchas with helpers. This hopefully will help you to
+find a solution.
+
+### Helpers are not reloading in development
+
+This is a known and still open
+[issue](https://github.com/activeadmin/activeadmin/issues/697) the only way is
+to restart your server each time you change a helper.
+
+### Helper maybe not included by default
+
+If you use `config.action_controller.include_all_helpers = false` in your
+application config, you need to include it by hand.
+
+#### Solutions
+
+##### First use a monkey patch
+
+This works for all ActiveAdmin resources at once.
+
+```ruby
+# config/initializers/active_admin_helpers.rb
+ActiveAdmin::BaseController.class_eval do
+  helper ApplicationHelper
+end
+```
+
+##### Second use the `controller` method
+
+This works only for one resource at a time.
+
+```ruby
+ActiveAdmin.register User do
+  controller do
+    helper UserHelper
+  end
+end
+```
+
+## CSS
+
+In order to avoid the override of your application style with the Active Admin
+one, you can do one of these things:
+
+* You can properly move the generated file `active_admin.scss` from
+  `app/assets/stylesheets` to `vendor/assets/stylesheets`.
+* You can remove all `require_tree` commands from your root level css files,
+  where the `active_admin.scss` is in the tree.
+
+## Conflicts
+
+### With gems that provides a `search` class method on a model
+
+If a gem defines a `search` class method on a model, this can result in conflicts
+with the same method provided by `ransack` (a dependency of ActiveAdmin).
+
+Each of this conflicts need to solved is a different way. Some solutions are
+listed below.
+
+#### `tire`, `retire` and `elasticsearch-rails`
+
+This conflict can be solved, by using explicitly the `search` method of `tire`,
+`retire` or `elasticsearch-rails`:
+
+##### For `tire` and `retire`
+
+```ruby
+YourModel.tire.search
+```
+
+##### For `elasticsearch-rails`
+
+```ruby
+YourModel.__elasticsearch__.search
+```
+
+### Sunspot Solr
+
+```ruby
+YourModel.solr_search
+```
+
+### Rails 5 scaffold generators
+
+Active Admin requires the `inherited_resources` gem which may break scaffolding
+under Rails 5 as it replaces the default scaffold generator. The solution is to
+configure the default controller in `config/application.rb` as outlined in
+[activeadmin/inherited_resources#195](https://github.com/activeadmin/inherited_resources/issues/195)
+
+```ruby
+module SampleApp
+  class Application < Rails::Application
+    ...
+    config.app_generators.scaffold_controller = :scaffold_controller
+    ...
+  end
+end
+```
+
+## Authentication & Application Controller
+
+The `ActiveAdmin::BaseController` inherits from the `ApplicationController`. Any
+authentication method(s) specified in the `ApplicationController` callbacks will
+be called instead of the authentication method in the active admin config file.
+For example, if the ApplicationController has a callback `before_action
+:custom_authentication_method` and the config file's authentication method is
+`config.authentication_method = :authenticate_active_admin_user`, then
+`custom_authentication_method` will be called instead of
+`authenticate_active_admin_user`.

data/docs/2-resource-customization.md

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+---
+redirect_from: /docs/2-resource-customization.html
+---
+
+# Working with Resources
+
+Every Active Admin resource corresponds to a Rails model. So before creating a
+resource you must first create a Rails model for it.
+
+## Create a Resource
+
+The basic command for creating a resource is `rails g active_admin:resource Post`.
+The generator will produce an empty `app/admin/posts.rb` file like so:
+
+```ruby
+ActiveAdmin.register Post do
+  # everything happens here :D
+end
+```
+
+## Setting up Strong Parameters
+
+Use the `permit_params` method to define which attributes may be changed:
+
+```ruby
+ActiveAdmin.register Post do
+  permit_params :title, :content, :publisher_id
+end
+```
+
+Any form field that sends multiple values (such as a HABTM association, or an
+array attribute) needs to pass an empty array to `permit_params`:
+
+If your HABTM is `roles`, you should permit `role_ids: []`
+
+```ruby
+ActiveAdmin.register Post do
+  permit_params :title, :content, :publisher_id, role_ids: []
+end
+```
+
+Nested associations in the same form also require an array, but it
+needs to be filled with any attributes used.
+
+```ruby
+ActiveAdmin.register Post do
+  permit_params :title, :content, :publisher_id,
+    tags_attributes: [:id, :name, :description, :_destroy]
+end
+
+# Note that `accepts_nested_attributes_for` is still required:
+class Post < ActiveRecord::Base
+  accepts_nested_attributes_for :tags, allow_destroy: true
+end
+```
+
+If you want to dynamically choose which attributes can be set, pass a block:
+
+```ruby
+ActiveAdmin.register Post do
+  permit_params do
+    params = [:title, :content, :publisher_id]
+    params.push :author_id if current_user.admin?
+    params
+  end
+end
+```
+
+If your resource is nested, declare `permit_params` after `belongs_to`:
+
+```ruby
+ActiveAdmin.register Post do
+  belongs_to :user
+  permit_params :title, :content, :publisher_id
+end
+```
+
+The `permit_params` call creates a method called `permitted_params`. You should
+use this method when overriding `create` or `update` actions:
+
+```ruby
+ActiveAdmin.register Post do
+  controller do
+    def create
+      # Good
+      @post = Post.new(permitted_params[:post])
+      # Bad
+      @post = Post.new(params[:post])
+
+      if @post.save
+        # ...
+      end
+    end
+  end
+end
+```
+
+## Disabling Actions on a Resource
+
+All CRUD actions are enabled by default. These can be disabled for a given resource:
+
+```ruby
+ActiveAdmin.register Post do
+  actions :all, except: [:update, :destroy]
+end
+```
+
+## Renaming Action Items
+
+You can use translations to override labels and page titles for actions such as
+new, edit, and destroy by providing a resource specific translation.  For
+example, to change 'New Offer' to 'Make an Offer' add the following in
+config/locales/[en].yml:
+
+```yaml
+en:
+  active_admin:
+    resources:
+      offer: # Registered resource
+        new_model: 'Make an Offer' # new action item
+        edit_model: 'Change Offer' # edit action item
+        delete_model: 'Cancel Offer' # delete action item
+```
+
+See the [default en.yml](/config/locales/en.yml) locale file for
+existing translations and examples.
+
+## Rename the Resource
+
+By default, any references to the resource (menu, routes, buttons, etc) in the
+interface will use the name of the class. You can rename the resource by using
+the `:as` option.
+
+```ruby
+ActiveAdmin.register Post, as: "Article"
+```
+
+The resource will then be available at `/admin/articles`.
+
+## Customize the Namespace
+
+We use the `admin` namespace by default, but you can use anything:
+
+```ruby
+# Available at /today/posts
+ActiveAdmin.register Post, namespace: :today
+
+# Available at /posts
+ActiveAdmin.register Post, namespace: false
+```
+
+## Customize the Menu
+
+The resource will be displayed in the global navigation by default. To disable
+the resource from being displayed in the global navigation:
+
+```ruby
+ActiveAdmin.register Post do
+  menu false
+end
+```
+
+The menu method accepts a hash with the following options:
+
+* `:label` - The string or proc label to display in the menu. If it's a proc, it
+  will be called each time the menu is rendered.
+* `:parent` - The string id (or label) of the parent used for this menu
+* `:if` - A block or a symbol of a method to call to decide if the menu item
+  should be displayed
+* `:priority` - The integer value of the priority, which defaults to `10`
+
+### Labels
+
+To change the name of the label in the menu:
+
+```ruby
+ActiveAdmin.register Post do
+  menu label: "My Posts"
+end
+```
+
+If you want something more dynamic, pass a proc instead:
+
+```ruby
+ActiveAdmin.register Post do
+  menu label: proc{ I18n.t "mypost" }
+end
+```
+
+### Menu Priority
+
+Menu items are sorted first by their numeric priority, then alphabetically. Since
+every menu by default has a priority of `10`, the menu is normally alphabetical.
+
+You can easily customize this:
+
+```ruby
+ActiveAdmin.register Post do
+  menu priority: 1 # so it's on the very left
+end
+```
+
+### Conditionally Showing / Hiding Menu Items
+
+Menu items can be shown or hidden at runtime using the `:if` option.
+
+```ruby
+ActiveAdmin.register Post do
+  menu if: proc{ current_user.can_edit_posts? }
+end
+```
+
+The proc will be called in the context of the view, so you have access to all
+your helpers and current user session information.
+
+### Drop Down Menus
+
+In many cases, a single level navigation will not be enough to manage a large
+application. In that case, you can group your menu items under a parent menu item.
+
+```ruby
+ActiveAdmin.register Post do
+  menu parent: "Blog"
+end
+```
+
+Note that the "Blog" parent menu item doesn't even have to exist yet; it can be
+dynamically generated for you.
+
+### Customizing Parent Menu Items
+
+All of the options given to a standard menu item are also available to
+parent menu items. In the case of complex parent menu items, you should
+configure them in the Active Admin initializer.
+
+```ruby
+# config/initializers/active_admin.rb
+config.namespace :admin do |admin|
+  admin.build_menu do |menu|
+    menu.add label: 'Blog', priority: 0
+  end
+end
+
+# app/admin/post.rb
+ActiveAdmin.register Post do
+  menu parent: 'Blog'
+end
+```
+
+### Dynamic Parent Menu Items
+
+While the above works fine, what if you want a parent menu item with a dynamic
+name? Well, you have to refer to it by its `:id`.
+
+```ruby
+# config/initializers/active_admin.rb
+config.namespace :admin do |admin|
+  admin.build_menu do |menu|
+    menu.add id: 'blog', label: proc{"Something dynamic"}, priority: 0
+  end
+end
+
+# app/admin/post.rb
+ActiveAdmin.register Post do
+  menu parent: 'blog'
+end
+```
+
+### Adding Custom Menu Items
+
+Sometimes it's not enough to just customize the menu label. In this case, you
+can customize the menu for the namespace within the Active Admin initializer.
+
+```ruby
+# config/initializers/active_admin.rb
+config.namespace :admin do |admin|
+  admin.build_menu do |menu|
+    menu.add label: "The Application", url: "/", priority: 0
+
+    menu.add label: "Sites" do |sites|
+      sites.add label: "Google",
+                url: "http://google.com",
+                html_options: { target: :blank }
+
+      sites.add label: "Facebook",
+                url: "http://facebook.com"
+
+      sites.add label: "Github",
+                url: "http://github.com"
+    end
+  end
+end
+```
+
+This will be registered on application start before your resources are loaded.
+
+## Scoping the queries
+
+If your administrators have different access levels, you may sometimes want to
+scope what they have access to. Assuming your User model has the proper
+has_many relationships, you can simply scope the listings and finders like so:
+
+```ruby
+ActiveAdmin.register Post do
+  scope_to :current_user # limits the accessible posts to `current_user.posts`
+
+  # Or if the association doesn't have the default name:
+  scope_to :current_user, association_method: :blog_posts
+
+  # Finally, you can pass a block to be called:
+  scope_to do
+    User.most_popular_posts
+  end
+end
+```
+
+You can also conditionally apply the scope:
+
+```ruby
+ActiveAdmin.register Post do
+  scope_to :current_user, if:     proc{ current_user.limited_access? }
+  scope_to :current_user, unless: proc{ current_user.admin? }
+end
+```
+
+## Eager loading
+
+A common way to increase page performance is to eliminate N+1 queries by eager
+loading associations:
+
+```ruby
+ActiveAdmin.register Post do
+  includes :author, :categories
+end
+```
+
+## Customizing resource retrieval
+
+Our controllers are built on [Inherited
+Resources](https://github.com/activeadmin/inherited_resources), so you can use
+[all of its
+features](https://github.com/activeadmin/inherited_resources#overwriting-defaults).
+
+If you need to customize the collection properties, you can overwrite the
+`scoped_collection` method.
+
+```ruby
+ActiveAdmin.register Post do
+  controller do
+    def scoped_collection
+      end_of_association_chain.where(visibility: true)
+    end
+  end
+end
+```
+
+If you need to completely replace the record retrieving code (e.g., you have a
+custom `to_param` implementation in your models), override the `resource` method
+on the controller:
+
+```ruby
+ActiveAdmin.register Post do
+  controller do
+    def find_resource
+      scoped_collection.where(id: params[:id]).first!
+    end
+  end
+end
+```
+
+Note that if you use an authorization library like CanCan, you should be careful
+to not write code like this, otherwise **your authorization rules won't be
+applied**:
+
+```ruby
+ActiveAdmin.register Post do
+  controller do
+    def find_resource
+      Post.where(id: params[:id]).first!
+    end
+  end
+end
+```
+
+## Belongs To
+
+It's common to want to scope a series of resources to a relationship. For
+example a Project may have many Milestones and Tickets. To nest the resource
+within another, you can use the `belongs_to` method:
+
+```ruby
+ActiveAdmin.register Project
+ActiveAdmin.register Ticket do
+  belongs_to :project
+end
+```
+
+Projects will be available as usual and tickets will be available by visiting
+`/admin/projects/1/tickets` assuming that a Project with the id of 1 exists.
+Active Admin does not add "Tickets" to the global navigation because the routes
+can only be generated when there is a project id.
+
+To create links to the resource, you can add them to a sidebar (one of the many
+possibilities for how you may with to handle your user interface):
+
+```ruby
+ActiveAdmin.register Project do
+
+  sidebar "Project Details", only: [:show, :edit] do
+    ul do
+      li link_to "Tickets",    admin_project_tickets_path(resource)
+      li link_to "Milestones", admin_project_milestones_path(resource)
+    end
+  end
+end
+
+ActiveAdmin.register Ticket do
+  belongs_to :project
+end
+
+ActiveAdmin.register Milestone do
+  belongs_to :project
+end
+```
+
+In some cases (like Projects), there are many sub resources and you would
+actually like the global navigation to switch when the user navigates "into" a
+project. To accomplish this, Active Admin stores the `belongs_to` resources in a
+separate menu which you can use if you so wish. To use:
+
+```ruby
+ActiveAdmin.register Ticket do
+  belongs_to :project
+  navigation_menu :project
+end
+
+ActiveAdmin.register Milestone do
+  belongs_to :project
+  navigation_menu :project
+end
+```
+
+Now, when you navigate to the tickets section, the global navigation will
+only display "Tickets" and "Milestones". When you navigate back to a
+non-belongs_to resource, it will switch back to the default menu.
+
+You can also defer the menu lookup until runtime so that you can dynamically show
+different menus, say perhaps based on user permissions. For example:
+
+```ruby
+ActiveAdmin.register Ticket do
+  belongs_to :project
+  navigation_menu do
+    authorized?(:manage, SomeResource) ? :project : :restricted_menu
+  end
+end
+```
+
+If you still want your `belongs_to` resources to be available in the default menu
+and through non-nested routes, you can use the `:optional` option. For example:
+
+```ruby
+ActiveAdmin.register Ticket do
+  belongs_to :project, optional: true
+end
+```