paper_trail 4.0.0.rc1 → 4.0.0.rc2
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- checksums.yaml +4 -4
- data/CHANGELOG.md +100 -58
- data/README.md +528 -346
- data/lib/generators/paper_trail/templates/add_object_changes_to_versions.rb +6 -1
- data/lib/generators/paper_trail/templates/create_versions.rb +8 -1
- data/lib/paper_trail.rb +2 -2
- data/lib/paper_trail/config.rb +15 -4
- data/lib/paper_trail/frameworks/active_record.rb +2 -3
- data/lib/paper_trail/has_paper_trail.rb +32 -13
- data/lib/paper_trail/version_concern.rb +1 -1
- data/lib/paper_trail/version_number.rb +1 -1
- data/paper_trail.gemspec +1 -1
- data/spec/models/gadget_spec.rb +1 -1
- data/spec/models/kitchen/banana_spec.rb +14 -0
- data/spec/models/not_on_update_spec.rb +19 -0
- data/spec/models/skipper_spec.rb +17 -0
- data/spec/models/version_spec.rb +5 -8
- data/spec/models/widget_spec.rb +5 -8
- data/test/dummy/app/models/kitchen/banana.rb +5 -0
- data/test/dummy/app/models/not_on_update.rb +4 -0
- data/test/dummy/app/models/skipper.rb +6 -0
- data/test/dummy/app/versions/kitchen/banana_version.rb +5 -0
- data/test/dummy/db/migrate/20110208155312_set_up_test_tables.rb +25 -0
- data/test/paper_trail_test.rb +7 -0
- metadata +18 -24
- data/test/dummy/public/404.html +0 -26
- data/test/dummy/public/422.html +0 -26
- data/test/dummy/public/500.html +0 -26
- data/test/dummy/public/favicon.ico +0 -0
- data/test/dummy/public/javascripts/application.js +0 -2
- data/test/dummy/public/javascripts/controls.js +0 -965
- data/test/dummy/public/javascripts/dragdrop.js +0 -974
- data/test/dummy/public/javascripts/effects.js +0 -1123
- data/test/dummy/public/javascripts/rails.js +0 -175
- data/test/dummy/public/stylesheets/.gitkeep +0 -0
checksums.yaml
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SHA1:
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metadata.gz:
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metadata.gz: ae826d8b61e5942f6eb328508ea052e2c2dbd266
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data.tar.gz: 89a118c9f2a5abfec9c5540c4d380c6e6949cac1
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SHA512:
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metadata.gz: 3585236f12597ab00a9092b978094c241028bcb138f247dd0cd7d62f175f38eb627497188da97233984f575b074682bfea3835529cf6530b8f5aa2104123b8c0
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data.tar.gz: 7cacf0e8421af9477b5838c6276adb83ac6c52f7de77cdc97719109bbbba6a42e6647ba22bacb3e0fcddfc3a884056ae418375e6cffd7d3b51643b76368707c9
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data/CHANGELOG.md
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## 4.0.0 (Unreleased)
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```ruby
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PaperTrail::Rails::Engine.eager_load!
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```
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### Changed
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- Using a Rails initializer to reopen PaperTrail::Version or otherwise extend
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PaperTrail is no longer recommended. An alternative is described in the
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readme. See https://github.com/airblade/paper_trail/pull/557 and
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https://github.com/airblade/paper_trail/pull/492.
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- If you depend on the `RSpec` or `Cucumber` helpers, you must
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[require them in your test helper](https://github.com/airblade/paper_trail#testing).
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### Added
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- [#541](https://github.com/airblade/paper_trail/pull/541) -
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`PaperTrail.config.enabled` should be Thread Safe
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- [#525](https://github.com/airblade/paper_trail/issues/525) /
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[#512](https://github.com/airblade/paper_trail/pull/512) -
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Support for virtual accessors and redefined setter and getter methods.
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- [#518](https://github.com/airblade/paper_trail/pull/518) - Support for
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`
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- [#518](https://github.com/airblade/paper_trail/pull/518) - Support for
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querying against PostgreSQL's
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[`JSON` and `JSONB` column types](http://www.postgresql.org/docs/9.4/static/datatype-json.html)
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via `PaperTrail::VersionConcern#where_object` and
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`PaperTrail::VersionConcern#where_object_changes`
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- [#507](https://github.com/airblade/paper_trail/pull/507) - Support for
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opting out of saving changesets on models by choice when the
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`object_changes` column exists on the default `versions` table.
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- [#500](https://github.com/airblade/paper_trail/pull/500) - Support for
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passing `on: []` as an argument, with only manual versioning via calls to
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`touch_with_version`
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- [#494](https://github.com/airblade/paper_trail/issues/494) - The install
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generator will warn the user if the migration they are attempting to
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generate already exists.
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- [#484](https://github.com/airblade/paper_trail/pull/484) - Support for
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[PostgreSQL's `JSONB` Type](http://www.postgresql.org/docs/9.4/static/datatype-json.html)
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and `object_changes`.
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- [#479](https://github.com/airblade/paper_trail/issues/479) - Deprecated
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- [#458](https://github.com/airblade/paper_trail/pull/458) - For `create`
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[PostgreSQL's `JSONB` Type](http://www.postgresql.org/docs/9.4/static/datatype-json.html)
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for storing `object` and `object_changes`.
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- [#479](https://github.com/airblade/paper_trail/issues/479) - Deprecated
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`originator` method, use `paper_trail_originator`.
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- [#458](https://github.com/airblade/paper_trail/pull/458) - For `create`
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events, metadata pointing at attributes should attempt to grab the current
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value instead of looking at the value prior to the change (which would
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always be `nil`)
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- [#451](https://github.com/airblade/paper_trail/issues/451) - Fix `reify`
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method in context of model where the base class has a default scope, and the
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live instance is not scoped within that default scope.
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- [#440](https://github.com/airblade/paper_trail/pull/440) - `versions`
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association should clear/reload after a transaction rollback.
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- [#439](https://github.com/airblade/paper_trail/pull/439) /
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[#12](https://github.com/airblade/paper_trail/issues/12) -
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Support for versioning of associations (Has Many, Has One, HABTM, etc.)
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- [#438](https://github.com/airblade/paper_trail/issues/438) -
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- [#438](https://github.com/airblade/paper_trail/issues/438) -
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`ModelKlass.paper_trail_enabled_for_model?` should return `false` if
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`has_paper_trail` has not been declared on the class.
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- [#404](https://github.com/airblade/paper_trail/issues/404) /
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- [#404](https://github.com/airblade/paper_trail/issues/404) /
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[#428](https://github.com/airblade/paper_trail/issues/428) -
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`model_instance.dup` does not need to be invoked when examining what the
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instance looked like before changes were persisted, which avoids issues if a
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3rd party has overriden the `dup` behavior. Also fixes errors occuring when
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a user attempts to update the inheritance column on an STI model instance in
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`ActiveRecord` 4.1.x
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- [#427](https://github.com/airblade/paper_trail/pull/427) - Fix `reify`
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method in context of model where a column has been removed.
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- [#420](https://github.com/airblade/paper_trail/issues/420) - Add
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`VersionConcern#where_object_changes` instance method; acts as a helper for
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querying against the `object_changes` column in versions table.
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- [#416](https://github.com/airblade/paper_trail/issues/416) - Added a
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`config` option for enabling/disabling utilization of
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`serialized_attributes` for `ActiveRecord`, necessary because
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`serialized_attributes` has been deprecated in `ActiveRecord` version `4.2`
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and will be removed in version `5.0`
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- [#414](https://github.com/airblade/paper_trail/issues/414) - Fix
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functionality `ignore` argument to `has_paper_trail` in `ActiveRecord` 4.
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- [#413](https://github.com/airblade/paper_trail/issues/413) - Utilize
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[RequestStore](https://github.com/steveklabnik/request_store) to ensure that
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the `PaperTrail.whodunnit` is set in a thread safe manner within Rails and
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Sinatra.
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- [#399](https://github.com/airblade/paper_trail/pull/399) - Add `:dup`
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argument for options hash to `reify` which forces a new model instance.
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- [#394](https://github.com/airblade/paper_trail/pull/394) - Add RSpec matcher
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`have_a_version_with` for easier testing.
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- [#391](https://github.com/airblade/paper_trail/issues/391) - `object_changes`
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value should dump to `YAML` as a normal `Hash` instead of an
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`ActiveSupport::HashWithIndifferentAccess`.
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- [#381](https://github.com/airblade/paper_trail/issues/381) - `Rspec`
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and `Cucumber` helpers should not be loaded by default, regardless of
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whether those libraries are loaded.
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- [#375](https://github.com/airblade/paper_trail/pull/375) /
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[#374](https://github.com/airblade/paper_trail/issues/374) /
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[#354](https://github.com/airblade/paper_trail/issues/354) /
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[#131](https://github.com/airblade/paper_trail/issues/131) -
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Versions should be built with `after_` callbacks so the timestamp field for
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a version can be forced to match the corresponding timestamp in the database
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for the state persistence of a change to the base (versioned) model.
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- [#347](https://github.com/airblade/paper_trail/pull/347) - Autoload
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`ActiveRecord` models in via a `Rails::Engine` when the gem is used with
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`Rails`.
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- Methods handling serialized attributes should fallback to the currently set
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Serializer instead of always falling back to `PaperTrail::Serializers::YAML`.
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- Both `PaperTrail.config` and `PaperTrail.configure` are now identical, and
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will both return the `PaperTrail::Config` instance and also yield it if a
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block is provided.
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### Fixed
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- [#563](https://github.com/airblade/paper_trail/pull/563) - Fixed a bug in
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`touch_with_version` so that it will still create a version even when the
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`on` option is, e.g. `[:create]`.
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- [#248](https://github.com/airblade/paper_trail/issues/248) - In MySQL, to
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prevent truncation, generated migrations now use `longtext` instead of `text`.
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## 3.0.8
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- [#216](https://github.com/airblade/paper_trail/pull/216) - Added helper & extension for [RSpec](https://github.com/rspec/rspec),
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and helper for [Cucumber](http://cukes.info).
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- [#212](https://github.com/airblade/paper_trail/pull/212) - Added `PaperTrail::Cleaner` module, useful for discarding draft versions.
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- [#207](https://github.com/airblade/paper_trail/issues/207) - Versions for `'create'` events are now created with `create!` instead of
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- [#207](https://github.com/airblade/paper_trail/issues/207) - Versions for `'create'` events are now created with `create!` instead of
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`create` so that an exception gets raised if it is appropriate to do so.
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- [#199](https://github.com/airblade/paper_trail/pull/199) - Rails 4 compatibility.
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- [#165](https://github.com/airblade/paper_trail/pull/165) - Namespaced the `Version` class under the `PaperTrail` module.
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data/README.md
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# PaperTrail [![Build Status]
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PaperTrail lets you track changes to your models' data. It's good for auditing
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# PaperTrail [![Build Status][4]][5] [![Dependency Status][6]][7]
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PaperTrail lets you track changes to your models' data. It's good for auditing
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or versioning. You can see how a model looked at any stage in its lifecycle,
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revert it to any version, and even undelete it after it's been destroyed.
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- [Features](#features)
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- [Compatibility](#compatibility)
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- [Installation](#installation)
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- [API Summary](#api-summary)
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- [Basic Usage](#basic-usage)
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- [Choosing Lifecycle Events To Monitor](#choosing-lifecycle-events-to-monitor)
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- [Choosing When To Save New Versions](#choosing-when-to-save-new-versions)
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- [Choosing Attributes To Monitor](#choosing-attributes-to-monitor)
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- [Reverting And Undeleting A Model](#reverting-and-undeleting-a-model)
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- [Navigating Versions](#navigating-versions)
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- [Finding Out Who Was Responsible For A Change](#finding-out-who-was-responsible-for-a-change)
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- [Custom Version Classes](#custom-version-classes)
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- [Associations](#associations)
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- [Storing metadata](#storing-metadata)
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- [Diffing Versions](#diffing-versions)
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- [Turning PaperTrail Off/On](#turning-papertrail-offon)
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- [Using a custom serializer](#using-a-custom-serializer)
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- [SerializedAttributes support](#serializedattributes-support)
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- [Limiting the Number of Versions Created](#limiting-the-number-of-versions-created)
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- [Deleting Old Versions](#deleting-old-versions)
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- [Testing](#testing)
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## Features
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Works with `ActiveRecord` 3+. Note: this code is on the `master` branch and tagged `v4.x`.
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Version 3 is on the branch named [`3.0-stable`]
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Version 3 is on the branch named [`3.0-stable`][9] and is tagged `v3.x`, and works ActiveRecord 4 and ActiveRecord 3.
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Version 2 is on the branch named [`2.7-stable`]
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Version 2 is on the branch named [`2.7-stable`][10] and is tagged `v2.x`, and works with Rails 3.
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The Rails 2.3 code is on the [`rails2`]
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The Rails 2.3 code is on the [`rails2`][11] branch and tagged `v1.x`. These branches are both stable with their respective versions of Rails but will not have new features added/backported to them.
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## Installation
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### Sinatra
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In order to configure PaperTrail for usage with [Sinatra]
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[Sinatra ActiveRecord Extension]
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`Sinatra ActiveRecord Extension`, steps for
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In order to configure PaperTrail for usage with [Sinatra][12], your `Sinatra`
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app must be using `ActiveRecord` 3 or 4. It is also recommended to use the
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[Sinatra ActiveRecord Extension][13] or something similar for managing your
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applications `ActiveRecord` connection in a manner similar to the way `Rails`
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does. If using the aforementioned `Sinatra ActiveRecord Extension`, steps for
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setting up your app with PaperTrail will look something like this:
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1. Add PaperTrail to your `Gemfile`.
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`bundle exec rake db:create_migration NAME=create_versions`
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3. Copy contents of [create_versions.rb]
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3. Copy contents of [create_versions.rb][14]
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into the `create_versions` migration that was generated into your `db/migrate` directory.
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4. Run the migration.
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5. Add `has_paper_trail` to the models you want to track.
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PaperTrail provides a helper extension that acts similar to the controller mixin
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PaperTrail provides a helper extension that acts similar to the controller mixin
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it provides for `Rails` applications.
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It will set `PaperTrail.whodunnit` to whatever is returned by a method named
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It will set `PaperTrail.whodunnit` to whatever is returned by a method named
|
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`user_for_paper_trail` which you can define inside your Sinatra Application. (by
|
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default it attempts to invoke a method named `current_user`)
|
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|
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If you're using the modular [`Sinatra::Base`]
|
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If you're using the modular [`Sinatra::Base`][15] style of application, you will
|
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need to register the extension:
|
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```ruby
|
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# bleh_app.rb
|
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|
|
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|
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## Basic Usage
|
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|
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PaperTrail is simple to use. Just add 15 characters to a model to get a paper
|
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PaperTrail is simple to use. Just add 15 characters to a model to get a paper
|
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trail of every `create`, `update`, and `destroy`.
|
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|
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```ruby
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class Widget < ActiveRecord::Base
|
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end
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```
|
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This gives you a `versions` method which returns the paper trail of changes to
|
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This gives you a `versions` method which returns the paper trail of changes to
|
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your model.
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|
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```ruby
|
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-
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-
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widget = Widget.find 42
|
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widget.versions
|
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# [<PaperTrail::Version>, <PaperTrail::Version>, ...]
|
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```
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Once you have a version, you can find out what happened:
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```ruby
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-
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-
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v = widget.versions.last
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v.event # 'update' (or 'create' or 'destroy')
|
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v.whodunnit # '153' (if the update was via a controller and
|
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+
# the controller has a current_user method,
|
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+
# here returning the id of the current user)
|
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+
v.created_at # when the update occurred
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+
widget = v.reify # the widget as it was before the update;
|
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# would be nil for a create event
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|
```
|
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PaperTrail stores the pre-change version of the model, unlike some other
|
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PaperTrail stores the pre-change version of the model, unlike some other
|
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auditing/versioning plugins, so you can retrieve the original version. This is
|
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+
useful when you start keeping a paper trail for models that already have records
|
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+
in the database.
|
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|
```ruby
|
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-
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-
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+
widget = Widget.find 153
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widget.name # 'Doobly'
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# Add has_paper_trail to Widget model.
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-
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widget.versions # []
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widget.update_attributes :name => 'Wotsit'
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widget.versions.last.reify.name # 'Doobly'
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widget.versions.last.event # 'update'
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|
```
|
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This also means that PaperTrail does not waste space storing a version of the
|
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This also means that PaperTrail does not waste space storing a version of the
|
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+
object as it currently stands. The `versions` method gives you previous
|
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+
versions; to get the current one just call a finder on your `Widget` model as
|
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+
usual.
|
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|
|
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|
Here's a helpful table showing what PaperTrail stores:
|
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|
|
@@ -263,12 +299,14 @@ Here's a helpful table showing what PaperTrail stores:
|
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|
</tr>
|
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</table>
|
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|
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PaperTrail stores the values in the Model Before column. Most other
|
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PaperTrail stores the values in the Model Before column. Most other
|
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auditing/versioning plugins store the After column.
|
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|
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|
|
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|
## Choosing Lifecycle Events To Monitor
|
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|
|
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You can choose which events to track with the `on` option. For example, to
|
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|
+
You can choose which events to track with the `on` option. For example, to
|
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+
ignore `create` events:
|
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|
|
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|
```ruby
|
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class Article < ActiveRecord::Base
|
@@ -276,27 +314,31 @@ class Article < ActiveRecord::Base
|
|
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|
end
|
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|
```
|
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|
|
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|
-
You may also have the `PaperTrail::Version` model save a custom string in it's
|
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|
-
|
281
|
-
|
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|
+
You may also have the `PaperTrail::Version` model save a custom string in it's
|
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|
+
`event` field instead of the typical `create`, `update`, `destroy`. PaperTrail
|
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|
+
supplies a custom accessor method called `paper_trail_event`, which it will
|
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|
+
attempt to use to fill the `event` field before falling back on one of the
|
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+
default events.
|
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|
|
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|
```ruby
|
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-
|
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-
|
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|
-
|
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|
-
|
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|
-
|
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|
-
|
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-
|
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|
-
|
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|
-
|
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|
-
|
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|
-
|
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|
+
a = Article.create
|
325
|
+
a.versions.size # 1
|
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|
+
a.versions.last.event # 'create'
|
327
|
+
a.paper_trail_event = 'update title'
|
328
|
+
a.update_attributes :title => 'My Title'
|
329
|
+
a.versions.size # 2
|
330
|
+
a.versions.last.event # 'update title'
|
331
|
+
a.paper_trail_event = nil
|
332
|
+
a.update_attributes :title => "Alternate"
|
333
|
+
a.versions.size # 3
|
334
|
+
a.versions.last.event # 'update'
|
295
335
|
```
|
296
336
|
|
297
337
|
## Choosing When To Save New Versions
|
298
338
|
|
299
|
-
You can choose the conditions when to add new versions with the `if` and
|
339
|
+
You can choose the conditions when to add new versions with the `if` and
|
340
|
+
`unless` options. For example, to save versions only for US non-draft
|
341
|
+
translations:
|
300
342
|
|
301
343
|
```ruby
|
302
344
|
class Translation < ActiveRecord::Base
|
@@ -316,16 +358,19 @@ class Article < ActiveRecord::Base
|
|
316
358
|
end
|
317
359
|
```
|
318
360
|
|
319
|
-
This means that changes to just the `title` or `rating` will not store another
|
361
|
+
This means that changes to just the `title` or `rating` will not store another
|
362
|
+
version of the article. It does not mean that the `title` and `rating`
|
363
|
+
attributes will be ignored if some other change causes a new
|
364
|
+
`PaperTrail::Version` to be created. For example:
|
320
365
|
|
321
366
|
```ruby
|
322
|
-
|
323
|
-
|
324
|
-
|
325
|
-
|
326
|
-
|
327
|
-
|
328
|
-
|
367
|
+
a = Article.create
|
368
|
+
a.versions.length # 1
|
369
|
+
a.update_attributes :title => 'My Title', :rating => 3
|
370
|
+
a.versions.length # 1
|
371
|
+
a.update_attributes :title => 'Greeting', :content => 'Hello'
|
372
|
+
a.versions.length # 2
|
373
|
+
a.previous_version.title # 'My Title'
|
329
374
|
```
|
330
375
|
|
331
376
|
Or, you can specify a list of all attributes you care about:
|
@@ -339,13 +384,13 @@ end
|
|
339
384
|
This means that only changes to the `title` will save a version of the article:
|
340
385
|
|
341
386
|
```ruby
|
342
|
-
|
343
|
-
|
344
|
-
|
345
|
-
|
346
|
-
|
347
|
-
|
348
|
-
|
387
|
+
a = Article.create
|
388
|
+
a.versions.length # 1
|
389
|
+
a.update_attributes :title => 'My Title'
|
390
|
+
a.versions.length # 2
|
391
|
+
a.update_attributes :content => 'Hello'
|
392
|
+
a.versions.length # 2
|
393
|
+
a.previous_version.content # nil
|
349
394
|
```
|
350
395
|
|
351
396
|
The `:ignore` and `:only` options can also accept `Hash` arguments, where the :
|
@@ -356,26 +401,31 @@ class Article < ActiveRecord::Base
|
|
356
401
|
end
|
357
402
|
```
|
358
403
|
|
359
|
-
This means that if the `title` is not blank, then only changes to the `title`
|
404
|
+
This means that if the `title` is not blank, then only changes to the `title`
|
405
|
+
will save a version of the article:
|
360
406
|
|
361
407
|
```ruby
|
362
|
-
|
363
|
-
|
364
|
-
|
365
|
-
|
366
|
-
|
367
|
-
|
368
|
-
|
369
|
-
|
370
|
-
|
371
|
-
|
372
|
-
|
373
|
-
|
408
|
+
a = Article.create
|
409
|
+
a.versions.length # 1
|
410
|
+
a.update_attributes :content => 'Hello'
|
411
|
+
a.versions.length # 2
|
412
|
+
a.update_attributes :title => 'My Title'
|
413
|
+
a.versions.length # 3
|
414
|
+
a.update_attributes :content => 'Hai'
|
415
|
+
a.versions.length # 3
|
416
|
+
a.previous_version.content # "Hello"
|
417
|
+
a.update_attributes :title => 'Dif Title'
|
418
|
+
a.versions.length # 4
|
419
|
+
a.previous_version.content # "Hai"
|
374
420
|
```
|
375
421
|
|
376
|
-
Passing both `:ignore` and `:only` options will result in the article being
|
422
|
+
Passing both `:ignore` and `:only` options will result in the article being
|
423
|
+
saved if a changed attribute is included in `:only` but not in `:ignore`.
|
377
424
|
|
378
|
-
You can skip fields altogether with the `:skip` option. As with `:ignore`,
|
425
|
+
You can skip fields altogether with the `:skip` option. As with `:ignore`,
|
426
|
+
updates to these fields will not create a new `PaperTrail::Version`. In
|
427
|
+
addition, these fields will not be included in the serialized version of the
|
428
|
+
object whenever a new `PaperTrail::Version` is created.
|
379
429
|
|
380
430
|
For example:
|
381
431
|
|
@@ -390,97 +440,103 @@ end
|
|
390
440
|
PaperTrail makes reverting to a previous version easy:
|
391
441
|
|
392
442
|
```ruby
|
393
|
-
|
394
|
-
|
443
|
+
widget = Widget.find 42
|
444
|
+
widget.update_attributes :name => 'Blah blah'
|
395
445
|
# Time passes....
|
396
|
-
|
397
|
-
|
446
|
+
widget = widget.previous_version # the widget as it was before the update
|
447
|
+
widget.save # reverted
|
398
448
|
```
|
399
449
|
|
400
450
|
Alternatively you can find the version at a given time:
|
401
451
|
|
402
452
|
```ruby
|
403
|
-
|
404
|
-
|
453
|
+
widget = widget.version_at(1.day.ago) # the widget as it was one day ago
|
454
|
+
widget.save # reverted
|
405
455
|
```
|
406
456
|
|
407
|
-
Note `version_at` gives you the object, not a version, so you don't need to call
|
457
|
+
Note `version_at` gives you the object, not a version, so you don't need to call
|
458
|
+
`reify`.
|
408
459
|
|
409
460
|
Undeleting is just as simple:
|
410
461
|
|
411
462
|
```ruby
|
412
|
-
|
413
|
-
|
463
|
+
widget = Widget.find 42
|
464
|
+
widget.destroy
|
414
465
|
# Time passes....
|
415
|
-
|
416
|
-
|
466
|
+
widget = PaperTrail::Version.find(153).reify # the widget as it was before destruction
|
467
|
+
widget.save # the widget lives!
|
417
468
|
```
|
418
469
|
|
419
|
-
|
470
|
+
You could even use PaperTrail to implement an undo system, [Ryan Bates has!][3]
|
420
471
|
|
472
|
+
If your model uses [optimistic locking][1] don't forget to [increment your
|
473
|
+
`lock_version`][2] before saving or you'll get a `StaleObjectError`.
|
421
474
|
|
422
475
|
## Navigating Versions
|
423
476
|
|
424
|
-
You can call `previous_version` and `next_version` on an item to get it as it
|
477
|
+
You can call `previous_version` and `next_version` on an item to get it as it
|
478
|
+
was/became. Note that these methods reify the item for you.
|
425
479
|
|
426
480
|
```ruby
|
427
|
-
|
428
|
-
|
429
|
-
|
430
|
-
|
431
|
-
|
432
|
-
|
481
|
+
live_widget = Widget.find 42
|
482
|
+
live_widget.versions.length # 4 for example
|
483
|
+
widget = live_widget.previous_version # => widget == live_widget.versions.last.reify
|
484
|
+
widget = widget.previous_version # => widget == live_widget.versions[-2].reify
|
485
|
+
widget = widget.next_version # => widget == live_widget.versions.last.reify
|
486
|
+
widget.next_version # live_widget
|
433
487
|
```
|
434
488
|
|
435
|
-
If instead you have a particular `version` of an item you can navigate to the
|
489
|
+
If instead you have a particular `version` of an item you can navigate to the
|
490
|
+
previous and next versions.
|
436
491
|
|
437
492
|
```ruby
|
438
|
-
|
439
|
-
|
440
|
-
|
441
|
-
|
493
|
+
widget = Widget.find 42
|
494
|
+
version = widget.versions[-2] # assuming widget has several versions
|
495
|
+
previous = version.previous
|
496
|
+
next = version.next
|
442
497
|
```
|
443
498
|
|
444
499
|
You can find out which of an item's versions yours is:
|
445
500
|
|
446
501
|
```ruby
|
447
|
-
|
502
|
+
current_version_number = version.index # 0-based
|
448
503
|
```
|
449
504
|
|
450
|
-
If you got an item by reifying one of its versions, you can navigate back to the
|
505
|
+
If you got an item by reifying one of its versions, you can navigate back to the
|
506
|
+
version it came from:
|
451
507
|
|
452
508
|
```ruby
|
453
|
-
|
454
|
-
|
455
|
-
|
509
|
+
latest_version = Widget.find(42).versions.last
|
510
|
+
widget = latest_version.reify
|
511
|
+
widget.version == latest_version # true
|
456
512
|
```
|
457
513
|
|
458
|
-
You can find out whether a model instance is the current, live one -- or whether
|
514
|
+
You can find out whether a model instance is the current, live one -- or whether
|
515
|
+
it came instead from a previous version -- with `live?`:
|
459
516
|
|
460
517
|
```ruby
|
461
|
-
|
462
|
-
|
463
|
-
|
464
|
-
|
518
|
+
widget = Widget.find 42
|
519
|
+
widget.live? # true
|
520
|
+
widget = widget.previous_version
|
521
|
+
widget.live? # false
|
465
522
|
```
|
466
523
|
|
467
524
|
And you can perform `WHERE` queries for object versions based on attributes:
|
468
525
|
|
469
526
|
```ruby
|
470
|
-
|
471
|
-
|
527
|
+
# All versions that meet these criteria.
|
528
|
+
PaperTrail::Version.where_object(content: "Hello", title: "Article")
|
472
529
|
```
|
473
530
|
|
474
531
|
## Finding Out Who Was Responsible For A Change
|
475
532
|
|
476
|
-
If your `ApplicationController` has a `current_user` method, PaperTrail will
|
477
|
-
|
478
|
-
|
479
|
-
>> last_change = widget.versions.last
|
480
|
-
>> user_who_made_the_change = User.find last_change.whodunnit.to_i
|
481
|
-
```
|
533
|
+
If your `ApplicationController` has a `current_user` method, PaperTrail will
|
534
|
+
attempt to store the value returned by `current_user.id` in the version's
|
535
|
+
`whodunnit` column.
|
482
536
|
|
483
|
-
You may want PaperTrail to call a different method to find out who is
|
537
|
+
You may want PaperTrail to call a different method to find out who is
|
538
|
+
responsible. To do so, override the `user_for_paper_trail` method in your
|
539
|
+
controller like this:
|
484
540
|
|
485
541
|
```ruby
|
486
542
|
class ApplicationController
|
@@ -493,59 +549,54 @@ end
|
|
493
549
|
In a console session you can manually set who is responsible like this:
|
494
550
|
|
495
551
|
```ruby
|
496
|
-
|
497
|
-
|
498
|
-
|
552
|
+
PaperTrail.whodunnit = 'Andy Stewart'
|
553
|
+
widget.update_attributes :name => 'Wibble'
|
554
|
+
widget.versions.last.whodunnit # Andy Stewart
|
499
555
|
```
|
500
556
|
|
501
|
-
|
502
|
-
|
503
|
-
```ruby
|
504
|
-
# config/initializers/paper_trail.rb
|
557
|
+
See also: [Setting whodunnit in the rails console][33]
|
505
558
|
|
506
|
-
|
507
|
-
PaperTrail
|
508
|
-
|
509
|
-
if defined?(::Rails::Console)
|
510
|
-
PaperTrail.whodunnit = "#{`whoami`.strip}: console"
|
511
|
-
elsif File.basename($0) == "rake"
|
512
|
-
PaperTrail.whodunnit = "#{`whoami`.strip}: rake #{ARGV.join ' '}"
|
513
|
-
end
|
514
|
-
```
|
515
|
-
|
516
|
-
Sometimes you want to define who is responsible for a change in a small scope without overwriting value of `PaperTrail.whodunnit`. It is possible to define the `whodunnit` value for an operation inside a block like this:
|
559
|
+
Sometimes you want to define who is responsible for a change in a small scope
|
560
|
+
without overwriting value of `PaperTrail.whodunnit`. It is possible to define
|
561
|
+
the `whodunnit` value for an operation inside a block like this:
|
517
562
|
|
518
563
|
```ruby
|
519
|
-
|
520
|
-
|
521
|
-
|
522
|
-
|
523
|
-
|
524
|
-
|
525
|
-
|
526
|
-
|
527
|
-
|
528
|
-
```
|
529
|
-
|
530
|
-
A version's `whodunnit` records who changed the object causing the `version` to
|
531
|
-
|
532
|
-
|
533
|
-
|
534
|
-
|
535
|
-
|
536
|
-
|
537
|
-
|
538
|
-
|
539
|
-
|
540
|
-
|
541
|
-
|
542
|
-
|
543
|
-
|
544
|
-
|
545
|
-
|
546
|
-
|
547
|
-
|
548
|
-
|
564
|
+
PaperTrail.whodunnit = 'Andy Stewart'
|
565
|
+
widget.whodunnit('Lucas Souza') do
|
566
|
+
widget.update_attributes :name => 'Wibble'
|
567
|
+
end
|
568
|
+
widget.versions.last.whodunnit # Lucas Souza
|
569
|
+
widget.update_attributes :name => 'Clair'
|
570
|
+
widget.versions.last.whodunnit # Andy Stewart
|
571
|
+
widget.whodunnit('Ben Atkins') { |w| w.update_attributes :name => 'Beth' } # this syntax also works
|
572
|
+
widget.versions.last.whodunnit # Ben Atkins
|
573
|
+
```
|
574
|
+
|
575
|
+
A version's `whodunnit` records who changed the object causing the `version` to
|
576
|
+
be stored. Because a version stores the object as it looked before the change
|
577
|
+
(see the table above), `whodunnit` returns who stopped the object looking like
|
578
|
+
this -- not who made it look like this. Hence `whodunnit` is aliased as
|
579
|
+
`terminator`.
|
580
|
+
|
581
|
+
To find out who made a version's object look that way, use
|
582
|
+
`version.paper_trail_originator`. And to find out who made a "live" object look
|
583
|
+
like it does, call `paper_trail_originator` on the object.
|
584
|
+
|
585
|
+
```ruby
|
586
|
+
widget = Widget.find 153 # assume widget has 0 versions
|
587
|
+
PaperTrail.whodunnit = 'Alice'
|
588
|
+
widget.update_attributes :name => 'Yankee'
|
589
|
+
widget..paper_trail_originator # 'Alice'
|
590
|
+
PaperTrail.whodunnit = 'Bob'
|
591
|
+
widget.update_attributes :name => 'Zulu'
|
592
|
+
widget.paper_trail_originator # 'Bob'
|
593
|
+
first_version, last_version = widget.versions.first, widget.versions.last
|
594
|
+
first_version.whodunnit # 'Alice'
|
595
|
+
first_version.paper_trail_originator # nil
|
596
|
+
first_version.terminator # 'Alice'
|
597
|
+
last_version.whodunnit # 'Bob'
|
598
|
+
last_version.paper_trail_originator # 'Alice'
|
599
|
+
last_version.terminator # 'Bob'
|
549
600
|
```
|
550
601
|
|
551
602
|
## Custom Version Classes
|
@@ -563,9 +614,18 @@ class Post < ActiveRecord::Base
|
|
563
614
|
end
|
564
615
|
```
|
565
616
|
|
566
|
-
|
617
|
+
Unlike ActiveRecord's `class_name`, you'll have to supply the complete module path to the class (e.g. `Foo::BarVersion` if your class is inside the module `Foo`).
|
618
|
+
|
619
|
+
### Advantages
|
567
620
|
|
568
|
-
|
621
|
+
1. For models which have a lot of versions, storing each model's versions in a
|
622
|
+
separate table can improve the performance of certain database queries.
|
623
|
+
1. Store different version [metadata](#storing-metadata) for different models.
|
624
|
+
|
625
|
+
### Configuration
|
626
|
+
|
627
|
+
If you are using Postgres, you should also define the sequence that your custom
|
628
|
+
version class will use:
|
569
629
|
|
570
630
|
```ruby
|
571
631
|
class PostVersion < PaperTrail::Version
|
@@ -574,26 +634,23 @@ class PostVersion < PaperTrail::Version
|
|
574
634
|
end
|
575
635
|
```
|
576
636
|
|
577
|
-
|
578
|
-
|
579
|
-
|
580
|
-
|
581
|
-
- either declare the `PaperTrail::Version` class to be abstract like this (in an initializer):
|
637
|
+
If you only use custom version classes and don't have a `versions` table, you
|
638
|
+
must let ActiveRecord know that the `PaperTrail::Version` class is an
|
639
|
+
`abstract_class`.
|
582
640
|
|
583
641
|
```ruby
|
584
|
-
#
|
585
|
-
|
586
|
-
|
587
|
-
PaperTrail::
|
588
|
-
|
589
|
-
|
590
|
-
self.abstract_class = true
|
642
|
+
# app/models/paper_trail/version.rb
|
643
|
+
module PaperTrail
|
644
|
+
class Version < ActiveRecord::Base
|
645
|
+
include PaperTrail::VersionConcern
|
646
|
+
self.abstract_class = true
|
647
|
+
end
|
591
648
|
end
|
592
649
|
```
|
593
650
|
|
594
|
-
|
595
|
-
|
596
|
-
|
651
|
+
You can also specify custom names for the versions and version associations.
|
652
|
+
This is useful if you already have `versions` or/and `version` methods on your
|
653
|
+
model. For example:
|
597
654
|
|
598
655
|
```ruby
|
599
656
|
class Post < ActiveRecord::Base
|
@@ -613,9 +670,21 @@ end
|
|
613
670
|
|
614
671
|
## Associations
|
615
672
|
|
616
|
-
PaperTrail can restore three types of associations: Has-One, Has-Many, and
|
673
|
+
PaperTrail can restore three types of associations: Has-One, Has-Many, and
|
674
|
+
Has-Many-Through. In order to do this, you will need to create a
|
675
|
+
`version_associations` table, either at installation time with the `rails
|
676
|
+
generate paper_trail:install --with-associations` option or manually. PaperTrail
|
677
|
+
will store in that table additional information to correlate versions of the
|
678
|
+
association and versions of the model when the associated record is changed.
|
679
|
+
When reifying the model, PaperTrail can use this table, together with the
|
680
|
+
`transaction_id` to find the correct version of the association and reify it.
|
681
|
+
The `transaction_id` is a unique id for version records created in the same
|
682
|
+
transaction. It is used to associate the version of the model and the version of
|
683
|
+
the association that are created in the same transaction.
|
617
684
|
|
618
|
-
To restore Has-One associations as they were at the time, pass option `:has_one
|
685
|
+
To restore Has-One associations as they were at the time, pass option `:has_one
|
686
|
+
=> true` to `reify`. To restore Has-Many and Has-Many-Through associations, use
|
687
|
+
option `:has_many => true`. For example:
|
619
688
|
|
620
689
|
```ruby
|
621
690
|
class Location < ActiveRecord::Base
|
@@ -628,34 +697,42 @@ class Treasure < ActiveRecord::Base
|
|
628
697
|
has_paper_trail
|
629
698
|
end
|
630
699
|
|
631
|
-
|
632
|
-
|
700
|
+
treasure.amount # 100
|
701
|
+
treasure.location.latitude # 12.345
|
633
702
|
|
634
|
-
|
635
|
-
|
703
|
+
treasure.update_attributes :amount => 153
|
704
|
+
treasure.location.update_attributes :latitude => 54.321
|
636
705
|
|
637
|
-
|
638
|
-
|
639
|
-
|
706
|
+
t = treasure.versions.last.reify(:has_one => true)
|
707
|
+
t.amount # 100
|
708
|
+
t.location.latitude # 12.345
|
640
709
|
```
|
641
710
|
|
642
|
-
If the parent and child are updated in one go, PaperTrail can use the
|
711
|
+
If the parent and child are updated in one go, PaperTrail can use the
|
712
|
+
aforementioned `transaction_id` to reify the models as they were before the
|
713
|
+
transaction (instead of before the update to the model).
|
643
714
|
|
644
715
|
```ruby
|
645
|
-
|
646
|
-
|
716
|
+
treasure.amount # 100
|
717
|
+
treasure.location.latitude # 12.345
|
647
718
|
|
648
|
-
|
649
|
-
|
650
|
-
|
651
|
-
|
719
|
+
Treasure.transaction do
|
720
|
+
treasure.location.update_attributes :latitude => 54.321
|
721
|
+
treasure.update_attributes :amount => 153
|
722
|
+
end
|
652
723
|
|
653
|
-
|
654
|
-
|
655
|
-
|
724
|
+
t = treasure.versions.last.reify(:has_one => true)
|
725
|
+
t.amount # 100
|
726
|
+
t.location.latitude # 12.345, instead of 54.321
|
656
727
|
```
|
657
728
|
|
658
|
-
By default, PaperTrail excludes an associated record from the reified parent
|
729
|
+
By default, PaperTrail excludes an associated record from the reified parent
|
730
|
+
model if the associated record exists in the live model but did not exist as at
|
731
|
+
the time the version was created. This is usually what you want if you just want
|
732
|
+
to look at the reified version. But if you want to persist it, it would be
|
733
|
+
better to pass in option `:mark_for_destruction => true` so that the associated
|
734
|
+
record is included and marked for destruction. Note that `mark_for_destruction`
|
735
|
+
only has [an effect on associations marked with `autosave: true`][32].
|
659
736
|
|
660
737
|
```ruby
|
661
738
|
class Widget < ActiveRecord::Base
|
@@ -668,26 +745,33 @@ class Wotsit < ActiveRecord::Base
|
|
668
745
|
belongs_to :widget
|
669
746
|
end
|
670
747
|
|
671
|
-
|
672
|
-
|
673
|
-
|
748
|
+
widget = Widget.create(:name => 'widget_0')
|
749
|
+
widget.update_attributes(:name => 'widget_1')
|
750
|
+
widget.create_wotsit(:name => 'wotsit')
|
674
751
|
|
675
|
-
|
676
|
-
|
752
|
+
widget_0 = widget.versions.last.reify(:has_one => true)
|
753
|
+
widget_0.wotsit # nil
|
677
754
|
|
678
|
-
|
679
|
-
|
680
|
-
|
681
|
-
|
755
|
+
widget_0 = widget.versions.last.reify(:has_one => true, :mark_for_destruction => true)
|
756
|
+
widget_0.wotsit.marked_for_destruction? # true
|
757
|
+
widget_0.save!
|
758
|
+
widget.reload.wotsit # nil
|
682
759
|
```
|
683
760
|
|
684
761
|
**Caveats:**
|
685
762
|
|
686
|
-
|
687
|
-
|
688
|
-
|
689
|
-
|
690
|
-
|
763
|
+
1. PaperTrail can't restore an association properly if the association record
|
764
|
+
can be updated to replace its parent model (by replacing the foreign key)
|
765
|
+
2. Currently PaperTrail only support single `version_associations` table. The
|
766
|
+
implication is that you can only use a single table to store the versions for
|
767
|
+
all related models. Sorry for those who use multiple version tables.
|
768
|
+
3. PaperTrail only reifies the first level of associations, i.e., it does not
|
769
|
+
reify any associations of its associations, and so on.
|
770
|
+
4. PaperTrail relies on the callbacks on the association model (and the :through
|
771
|
+
association model for Has-Many-Through associations) to record the versions
|
772
|
+
and the relationship between the versions. If the association is changed
|
773
|
+
without invoking the callbacks, Reification won't work. Below are some
|
774
|
+
examples:
|
691
775
|
|
692
776
|
Given these models:
|
693
777
|
|
@@ -714,22 +798,23 @@ end
|
|
714
798
|
Then each of the following will store authorship versions:
|
715
799
|
|
716
800
|
```ruby
|
717
|
-
|
718
|
-
|
719
|
-
|
720
|
-
|
721
|
-
|
801
|
+
@book.authors << @dostoyevsky
|
802
|
+
@book.authors.create :name => 'Tolstoy'
|
803
|
+
@book.authorships.last.destroy
|
804
|
+
@book.authorships.clear
|
805
|
+
@book.author_ids = [@solzhenistyn.id, @dostoyevsky.id]
|
722
806
|
```
|
723
807
|
|
724
808
|
But none of these will:
|
725
809
|
|
726
810
|
```ruby
|
727
|
-
|
728
|
-
|
729
|
-
|
811
|
+
@book.authors.delete @tolstoy
|
812
|
+
@book.author_ids = []
|
813
|
+
@book.authors = []
|
730
814
|
```
|
731
815
|
|
732
|
-
Having said that, you can apparently get all these working (I haven't tested it
|
816
|
+
Having said that, you can apparently get all these working (I haven't tested it
|
817
|
+
myself) with this patch:
|
733
818
|
|
734
819
|
```ruby
|
735
820
|
# In config/initializers/active_record_patch.rb
|
@@ -748,10 +833,9 @@ module ActiveRecord
|
|
748
833
|
end
|
749
834
|
```
|
750
835
|
|
751
|
-
See [issue 113]
|
836
|
+
See [issue 113][16] for a discussion about this.
|
752
837
|
|
753
|
-
|
754
|
-
## Storing metadata
|
838
|
+
## Storing Metadata
|
755
839
|
|
756
840
|
You can store arbitrary model-level metadata alongside each version like this:
|
757
841
|
|
@@ -767,37 +851,28 @@ class Article < ActiveRecord::Base
|
|
767
851
|
end
|
768
852
|
```
|
769
853
|
|
770
|
-
PaperTrail will call your proc with the current article and store the result in
|
771
|
-
|
772
|
-
N.B. You must also:
|
773
|
-
|
774
|
-
* Add your metadata columns to the `versions` table.
|
775
|
-
* Declare your metadata columns using `attr_accessible`. (If you are using `ActiveRecord 3`, or `ActiveRecord 4` with the [ProtectedAttributes](https://github.com/rails/protected_attributes) gem)
|
776
|
-
|
777
|
-
For example:
|
778
|
-
|
779
|
-
```ruby
|
780
|
-
# config/initializers/paper_trail.rb
|
781
|
-
|
782
|
-
# the following line is required for PaperTrail >= 4.0.0 with Rails
|
783
|
-
PaperTrail::Rails::Engine.eager_load!
|
854
|
+
PaperTrail will call your proc with the current article and store the result in
|
855
|
+
the `author_id` column of the `versions` table.
|
784
856
|
|
785
|
-
|
786
|
-
class Version < ActiveRecord::Base
|
787
|
-
attr_accessible :author_id, :word_count, :answer
|
788
|
-
end
|
789
|
-
end
|
790
|
-
```
|
857
|
+
### Advantages of Metadata
|
791
858
|
|
792
|
-
Why would you do this? In this example, `author_id` is an attribute of
|
859
|
+
Why would you do this? In this example, `author_id` is an attribute of
|
860
|
+
`Article` and PaperTrail will store it anyway in a serialized form in the
|
861
|
+
`object` column of the `version` record. But let's say you wanted to pull out
|
862
|
+
all versions for a particular author; without the metadata you would have to
|
863
|
+
deserialize (reify) each `version` object to see if belonged to the author in
|
864
|
+
question. Clearly this is inefficient. Using the metadata you can find just
|
865
|
+
those versions you want:
|
793
866
|
|
794
867
|
```ruby
|
795
868
|
PaperTrail::Version.where(:author_id => author_id)
|
796
869
|
```
|
797
870
|
|
798
|
-
|
871
|
+
### Metadata from Controllers
|
799
872
|
|
800
|
-
You can also store any information you like from your controller.
|
873
|
+
You can also store any information you like from your controller. Override
|
874
|
+
the `info_for_paper_trail` method in your controller to return a hash whose keys
|
875
|
+
correspond to columns in your `versions` table.
|
801
876
|
|
802
877
|
```ruby
|
803
878
|
class ApplicationController
|
@@ -807,60 +882,99 @@ class ApplicationController
|
|
807
882
|
end
|
808
883
|
```
|
809
884
|
|
810
|
-
|
885
|
+
### Protected Attributes and Metadata
|
811
886
|
|
812
|
-
|
887
|
+
If you are using rails 3 or the [protected_attributes][17] gem you must declare
|
888
|
+
your metadata columns to be `attr_accessible`.
|
889
|
+
|
890
|
+
```ruby
|
891
|
+
# app/models/paper_trail/version.rb
|
892
|
+
module PaperTrail
|
893
|
+
class Version < ActiveRecord::Base
|
894
|
+
include PaperTrail::VersionConcern
|
895
|
+
attr_accessible :author_id, :word_count, :answer
|
896
|
+
end
|
897
|
+
end
|
898
|
+
```
|
813
899
|
|
900
|
+
If you're using [strong_parameters][18] instead of [protected_attributes][17]
|
901
|
+
then there is no need to use `attr_accessible`.
|
814
902
|
|
815
903
|
## Diffing Versions
|
816
904
|
|
817
|
-
There are two scenarios: diffing adjacent versions and diffing non-adjacent
|
905
|
+
There are two scenarios: diffing adjacent versions and diffing non-adjacent
|
906
|
+
versions.
|
818
907
|
|
819
|
-
The best way to diff adjacent versions is to get PaperTrail to do it for you.
|
908
|
+
The best way to diff adjacent versions is to get PaperTrail to do it for you.
|
909
|
+
If you add an `object_changes` text column to your `versions` table, either at
|
910
|
+
installation time with the `rails generate paper_trail:install --with-changes`
|
911
|
+
option or manually, PaperTrail will store the `changes` diff (excluding any
|
912
|
+
attributes PaperTrail is ignoring) in each `update` version. You can use the
|
913
|
+
`version.changeset` method to retrieve it. For example:
|
820
914
|
|
821
915
|
```ruby
|
822
|
-
|
823
|
-
|
824
|
-
|
825
|
-
|
826
|
-
|
827
|
-
|
916
|
+
widget = Widget.create :name => 'Bob'
|
917
|
+
widget.versions.last.changeset # {'name' => [nil, 'Bob']}
|
918
|
+
widget.update_attributes :name => 'Robert'
|
919
|
+
widget.versions.last.changeset # {'name' => ['Bob', 'Robert']}
|
920
|
+
widget.destroy
|
921
|
+
widget.versions.last.changeset # {}
|
828
922
|
```
|
829
923
|
|
830
|
-
Note PaperTrail only stores the changes for creation and updates; it doesn't
|
924
|
+
Note PaperTrail only stores the changes for creation and updates; it doesn't
|
925
|
+
store anything when an object is destroyed.
|
831
926
|
|
832
|
-
Please be aware that PaperTrail doesn't use diffs internally. When I designed
|
927
|
+
Please be aware that PaperTrail doesn't use diffs internally. When I designed
|
928
|
+
PaperTrail I wanted simplicity and robustness so I decided to make each version
|
929
|
+
of an object self-contained. A version stores all of its object's data, not a
|
930
|
+
diff from the previous version. This means you can delete any version without
|
931
|
+
affecting any other.
|
833
932
|
|
834
|
-
To diff non-adjacent versions you'll have to write your own code. These
|
933
|
+
To diff non-adjacent versions you'll have to write your own code. These
|
934
|
+
libraries may help:
|
835
935
|
|
836
936
|
For diffing two strings:
|
837
937
|
|
838
|
-
* [htmldiff]
|
839
|
-
|
840
|
-
|
938
|
+
* [htmldiff][19]: expects but doesn't require HTML input and produces HTML
|
939
|
+
output. Works very well but slows down significantly on large (e.g. 5,000
|
940
|
+
word) inputs.
|
941
|
+
* [differ][20]: expects plain text input and produces plain
|
942
|
+
text/coloured/HTML/any output. Can do character-wise, word-wise, line-wise,
|
943
|
+
or arbitrary-boundary-string-wise diffs. Works very well on non-HTML input.
|
944
|
+
* [diff-lcs][21]: old-school, line-wise diffs.
|
841
945
|
|
842
946
|
For diffing two ActiveRecord objects:
|
843
947
|
|
844
|
-
* [Jeremy Weiskotten's PaperTrail fork]
|
845
|
-
|
948
|
+
* [Jeremy Weiskotten's PaperTrail fork][22]: uses ActiveSupport's diff to return
|
949
|
+
an array of hashes of the changes.
|
950
|
+
* [activerecord-diff][23]: rather like ActiveRecord::Dirty but also allows you
|
951
|
+
to specify which columns to compare.
|
846
952
|
|
847
|
-
If you wish to selectively record changes for some models but not others you
|
953
|
+
If you wish to selectively record changes for some models but not others you
|
954
|
+
can opt out of recording changes by passing `:save_changes => false` to your
|
955
|
+
`has_paper_trail` method declaration.
|
848
956
|
|
849
957
|
## Turning PaperTrail Off/On
|
850
958
|
|
851
|
-
Sometimes you don't want to store changes. Perhaps you are only interested in
|
959
|
+
Sometimes you don't want to store changes. Perhaps you are only interested in
|
960
|
+
changes made by your users and don't need to store changes you make yourself in,
|
961
|
+
say, a migration -- or when testing your application.
|
852
962
|
|
853
|
-
You can turn PaperTrail on or off in three ways: globally, per request, or per
|
963
|
+
You can turn PaperTrail on or off in three ways: globally, per request, or per
|
964
|
+
class.
|
854
965
|
|
855
966
|
### Globally
|
856
967
|
|
857
968
|
On a global level you can turn PaperTrail off like this:
|
858
969
|
|
859
970
|
```ruby
|
860
|
-
|
971
|
+
PaperTrail.enabled = false
|
861
972
|
```
|
862
973
|
|
863
|
-
For example, you might want to disable PaperTrail in your Rails application's
|
974
|
+
For example, you might want to disable PaperTrail in your Rails application's
|
975
|
+
test environment to speed up your tests. This will do it (note: this gets done
|
976
|
+
automatically for `RSpec` and `Cucumber`, please see the [Testing
|
977
|
+
section](#testing)):
|
864
978
|
|
865
979
|
```ruby
|
866
980
|
# in config/environments/test.rb
|
@@ -869,7 +983,8 @@ config.after_initialize do
|
|
869
983
|
end
|
870
984
|
```
|
871
985
|
|
872
|
-
If you disable PaperTrail in your test environment but want to enable it for
|
986
|
+
If you disable PaperTrail in your test environment but want to enable it for
|
987
|
+
specific tests, you can add a helper like this to your test helper:
|
873
988
|
|
874
989
|
```ruby
|
875
990
|
# in test/test_helper.rb
|
@@ -899,7 +1014,9 @@ end
|
|
899
1014
|
|
900
1015
|
### Per request
|
901
1016
|
|
902
|
-
You can turn PaperTrail on or off per request by adding a
|
1017
|
+
You can turn PaperTrail on or off per request by adding a
|
1018
|
+
`paper_trail_enabled_for_controller` method to your controller which returns
|
1019
|
+
`true` or `false`:
|
903
1020
|
|
904
1021
|
```ruby
|
905
1022
|
class ApplicationController < ActionController::Base
|
@@ -911,21 +1028,23 @@ end
|
|
911
1028
|
|
912
1029
|
### Per class
|
913
1030
|
|
914
|
-
If you are about to change some widgets and you don't want a paper trail of your
|
1031
|
+
If you are about to change some widgets and you don't want a paper trail of your
|
1032
|
+
changes, you can turn PaperTrail off like this:
|
915
1033
|
|
916
1034
|
```ruby
|
917
|
-
|
1035
|
+
Widget.paper_trail_off!
|
918
1036
|
```
|
919
1037
|
|
920
1038
|
And on again like this:
|
921
1039
|
|
922
1040
|
```ruby
|
923
|
-
|
1041
|
+
Widget.paper_trail_on!
|
924
1042
|
```
|
925
1043
|
|
926
1044
|
### Per method call
|
927
1045
|
|
928
|
-
You can call a method without creating a new version using `without_versioning`.
|
1046
|
+
You can call a method without creating a new version using `without_versioning`.
|
1047
|
+
It takes either a method name as a symbol:
|
929
1048
|
|
930
1049
|
```ruby
|
931
1050
|
@widget.without_versioning :destroy
|
@@ -941,22 +1060,24 @@ end
|
|
941
1060
|
|
942
1061
|
## Using a custom serializer
|
943
1062
|
|
944
|
-
By default, PaperTrail stores your changes as a `YAML` dump. You can override
|
1063
|
+
By default, PaperTrail stores your changes as a `YAML` dump. You can override
|
1064
|
+
this with the serializer config option:
|
945
1065
|
|
946
1066
|
```ruby
|
947
|
-
|
1067
|
+
PaperTrail.serializer = MyCustomSerializer
|
948
1068
|
```
|
949
1069
|
|
950
|
-
A valid serializer is a `module` (or `class`) that defines a `load` and `dump`
|
1070
|
+
A valid serializer is a `module` (or `class`) that defines a `load` and `dump`
|
1071
|
+
method. These serializers are included in the gem for your convenience:
|
951
1072
|
|
952
|
-
* [PaperTrail::Serializers::YAML]
|
953
|
-
* [PaperTrail::Serializers::JSON]
|
1073
|
+
* [PaperTrail::Serializers::YAML][24] - Default
|
1074
|
+
* [PaperTrail::Serializers::JSON][25]
|
954
1075
|
|
955
1076
|
### PostgreSQL JSON column type support
|
956
1077
|
|
957
|
-
If you use PostgreSQL, and would like to store your `object` (and/or
|
958
|
-
[type `JSON` or type `JSONB`]
|
959
|
-
|
1078
|
+
If you use PostgreSQL, and would like to store your `object` (and/or
|
1079
|
+
`object_changes`) data in a column of [type `JSON` or type `JSONB`][26], specify
|
1080
|
+
`json` instead of `text` for these columns in your migration:
|
960
1081
|
|
961
1082
|
```ruby
|
962
1083
|
create_table :versions do |t|
|
@@ -967,61 +1088,67 @@ create_table :versions do |t|
|
|
967
1088
|
end
|
968
1089
|
```
|
969
1090
|
|
970
|
-
Note: You don't need to use a particular serializer for the PostgreSQL `JSON`
|
1091
|
+
Note: You don't need to use a particular serializer for the PostgreSQL `JSON`
|
1092
|
+
column type.
|
971
1093
|
|
972
1094
|
## SerializedAttributes support
|
973
1095
|
|
974
|
-
PaperTrail has a config option that can be used to enable/disable whether
|
975
|
-
`ActiveRecord`'s `serialized_attributes` feature.
|
976
|
-
|
977
|
-
`
|
978
|
-
|
1096
|
+
PaperTrail has a config option that can be used to enable/disable whether
|
1097
|
+
PaperTrail attempts to utilize `ActiveRecord`'s `serialized_attributes` feature.
|
1098
|
+
Note: This is enabled by default when PaperTrail is used with `ActiveRecord`
|
1099
|
+
version < `4.2`, and disabled by default when used with ActiveRecord `4.2.x`.
|
1100
|
+
Since `serialized_attributes` will be removed in `ActiveRecord` version `5.0`,
|
1101
|
+
this configuration value has no functionality when PaperTrail is used with
|
1102
|
+
version `5.0` or greater.
|
979
1103
|
|
980
1104
|
```ruby
|
981
1105
|
# Enable support
|
982
|
-
|
1106
|
+
PaperTrail.config.serialized_attributes = true
|
983
1107
|
# Disable support
|
984
|
-
|
1108
|
+
PaperTrail.config.serialized_attributes = false
|
985
1109
|
# Get current setting
|
986
|
-
|
1110
|
+
PaperTrail.serialized_attributes?
|
987
1111
|
```
|
988
1112
|
|
989
|
-
## Limiting the
|
1113
|
+
## Limiting the Number of Versions Created
|
990
1114
|
|
991
|
-
|
992
|
-
|
993
|
-
versions other than `create` events (which will always be preserved if they are stored).
|
1115
|
+
Configure `version_limit` to cap the number of versions saved per record. This
|
1116
|
+
does not apply to `create` events.
|
994
1117
|
|
995
1118
|
```ruby
|
996
|
-
#
|
997
|
-
|
998
|
-
|
999
|
-
|
1000
|
-
>> PaperTrail.config.version_limit = nil
|
1119
|
+
# Limit: 4 versions per record (3 most recent, plus a `create` event)
|
1120
|
+
PaperTrail.config.version_limit = 3
|
1121
|
+
# Remove the limit
|
1122
|
+
PaperTrail.config.version_limit = nil
|
1001
1123
|
```
|
1002
1124
|
|
1003
1125
|
## Deleting Old Versions
|
1004
1126
|
|
1005
|
-
Over time your `versions` table will grow to an unwieldy size. Because each
|
1127
|
+
Over time your `versions` table will grow to an unwieldy size. Because each
|
1128
|
+
version is self-contained (see the Diffing section above for more) you can
|
1129
|
+
simply delete any records you don't want any more. For example:
|
1006
1130
|
|
1007
1131
|
```sql
|
1008
1132
|
sql> delete from versions where created_at < 2010-06-01;
|
1009
1133
|
```
|
1010
1134
|
|
1011
1135
|
```ruby
|
1012
|
-
|
1136
|
+
PaperTrail::Version.delete_all ["created_at < ?", 1.week.ago]
|
1013
1137
|
```
|
1014
1138
|
|
1015
1139
|
## Testing
|
1016
1140
|
|
1017
|
-
You may want to turn PaperTrail off to speed up your tests. See the [Turning
|
1141
|
+
You may want to turn PaperTrail off to speed up your tests. See the [Turning
|
1142
|
+
PaperTrail Off/On](#turning-papertrail-offon) section above for tips on usage
|
1143
|
+
with `Test::Unit`.
|
1018
1144
|
|
1019
1145
|
### RSpec
|
1020
1146
|
|
1021
|
-
PaperTrail provides a helper that works with [RSpec]
|
1022
|
-
|
1147
|
+
PaperTrail provides a helper that works with [RSpec][27] to make it easier to
|
1148
|
+
control when `PaperTrail` is enabled during testing.
|
1023
1149
|
|
1024
|
-
If you wish to use the helper, you will need to require it in your RSpec test
|
1150
|
+
If you wish to use the helper, you will need to require it in your RSpec test
|
1151
|
+
helper like so:
|
1025
1152
|
|
1026
1153
|
```ruby
|
1027
1154
|
# spec/rails_helper.rb
|
@@ -1034,8 +1161,10 @@ require 'rspec/rails'
|
|
1034
1161
|
require 'paper_trail/frameworks/rspec'
|
1035
1162
|
```
|
1036
1163
|
|
1037
|
-
When the helper is loaded, PaperTrail will be turned off for all tests by
|
1038
|
-
When you wish to enable PaperTrail for a test you can either wrap the
|
1164
|
+
When the helper is loaded, PaperTrail will be turned off for all tests by
|
1165
|
+
default. When you wish to enable PaperTrail for a test you can either wrap the
|
1166
|
+
test in a `with_versioning` block, or pass in `:versioning => true` option to a
|
1167
|
+
spec block, like so:
|
1039
1168
|
|
1040
1169
|
```ruby
|
1041
1170
|
describe "RSpec test group" do
|
@@ -1055,10 +1184,13 @@ describe "RSpec test group" do
|
|
1055
1184
|
end
|
1056
1185
|
```
|
1057
1186
|
|
1058
|
-
The helper will also reset the `PaperTrail.whodunnit` value to `nil` before each
|
1059
|
-
|
1187
|
+
The helper will also reset the `PaperTrail.whodunnit` value to `nil` before each
|
1188
|
+
test to help prevent data spillover between tests. If you are using PaperTrail
|
1189
|
+
with Rails, the helper will automatically set the `PaperTrail.controller_info`
|
1190
|
+
value to `{}` as well, again, to help prevent data spillover between tests.
|
1060
1191
|
|
1061
|
-
There is also a `be_versioned` matcher provided by PaperTrail's RSpec helper
|
1192
|
+
There is also a `be_versioned` matcher provided by PaperTrail's RSpec helper
|
1193
|
+
which can be leveraged like so:
|
1062
1194
|
|
1063
1195
|
```ruby
|
1064
1196
|
class Widget < ActiveRecord::Base
|
@@ -1083,7 +1215,8 @@ describe Widget do
|
|
1083
1215
|
end
|
1084
1216
|
```
|
1085
1217
|
|
1086
|
-
It is also possible to do assertions on the versions using `have_a_version_with`
|
1218
|
+
It is also possible to do assertions on the versions using `have_a_version_with`
|
1219
|
+
matcher
|
1087
1220
|
|
1088
1221
|
```
|
1089
1222
|
describe '`have_a_version_with` matcher' do
|
@@ -1104,8 +1237,9 @@ It is also possible to do assertions on the versions using `have_a_version_with`
|
|
1104
1237
|
|
1105
1238
|
### Cucumber
|
1106
1239
|
|
1107
|
-
PaperTrail provides a helper for [Cucumber]
|
1108
|
-
If you wish to use the helper, you will need to require in your cucumber
|
1240
|
+
PaperTrail provides a helper for [Cucumber][28] that works similar to the RSpec
|
1241
|
+
helper.If you wish to use the helper, you will need to require in your cucumber
|
1242
|
+
helper like so:
|
1109
1243
|
|
1110
1244
|
```ruby
|
1111
1245
|
# features/support/env.rb
|
@@ -1116,8 +1250,10 @@ require File.expand_path(File.dirname(__FILE__) + '/../../config/environment')
|
|
1116
1250
|
require 'paper_trail/frameworks/cucumber'
|
1117
1251
|
```
|
1118
1252
|
|
1119
|
-
When the helper is loaded, PaperTrail will be turned off for all scenarios by a
|
1120
|
-
|
1253
|
+
When the helper is loaded, PaperTrail will be turned off for all scenarios by a
|
1254
|
+
`before` hook added by the helper by default. When you wish to enable PaperTrail
|
1255
|
+
for a scenario, you can wrap code in a `with_versioning` block in a step, like
|
1256
|
+
so:
|
1121
1257
|
|
1122
1258
|
```ruby
|
1123
1259
|
Given /I want versioning on my model/ do
|
@@ -1127,13 +1263,16 @@ Given /I want versioning on my model/ do
|
|
1127
1263
|
end
|
1128
1264
|
```
|
1129
1265
|
|
1130
|
-
The helper will also reset the `PaperTrail.whodunnit` value to `nil` before each
|
1131
|
-
|
1266
|
+
The helper will also reset the `PaperTrail.whodunnit` value to `nil` before each
|
1267
|
+
test to help prevent data spillover between tests. If you are using PaperTrail
|
1268
|
+
with Rails, the helper will automatically set the `PaperTrail.controller_info`
|
1269
|
+
value to `{}` as well, again, to help prevent data spillover between tests.
|
1132
1270
|
|
1133
1271
|
### Spork
|
1134
1272
|
|
1135
|
-
If you wish to use the `RSpec` or `Cucumber` helpers with [Spork]
|
1136
|
-
manually require the helper(s) in your `prefork` block on your test
|
1273
|
+
If you wish to use the `RSpec` or `Cucumber` helpers with [Spork][29], you will
|
1274
|
+
need to manually require the helper(s) in your `prefork` block on your test
|
1275
|
+
helper, like so:
|
1137
1276
|
|
1138
1277
|
```ruby
|
1139
1278
|
# spec/rails_helper.rb
|
@@ -1154,8 +1293,9 @@ end
|
|
1154
1293
|
|
1155
1294
|
### Zeus or Spring
|
1156
1295
|
|
1157
|
-
If you wish to use the `RSpec` or `Cucumber` helpers with [Zeus]
|
1158
|
-
manually require the helper(s) in your test
|
1296
|
+
If you wish to use the `RSpec` or `Cucumber` helpers with [Zeus][30] or
|
1297
|
+
[Spring][31], you will need to manually require the helper(s) in your test
|
1298
|
+
helper, like so:
|
1159
1299
|
|
1160
1300
|
```ruby
|
1161
1301
|
# spec/rails_helper.rb
|
@@ -1169,9 +1309,13 @@ require 'paper_trail/frameworks/rspec'
|
|
1169
1309
|
|
1170
1310
|
## Testing PaperTrail
|
1171
1311
|
|
1172
|
-
Paper Trail has facilities to test against Postgres, Mysql and SQLite. To switch
|
1312
|
+
Paper Trail has facilities to test against Postgres, Mysql and SQLite. To switch
|
1313
|
+
between DB engines you will need to export the DB variable for the engine you
|
1314
|
+
wish to test aganist.
|
1173
1315
|
|
1174
|
-
Though be aware we do not have the abilty to create the db's (except sqlite) for
|
1316
|
+
Though be aware we do not have the abilty to create the db's (except sqlite) for
|
1317
|
+
you. You can look at .travis.yml before_script for an example of how to create
|
1318
|
+
the db's needed.
|
1175
1319
|
|
1176
1320
|
```
|
1177
1321
|
export DB=postgres
|
@@ -1181,12 +1325,17 @@ export DB=sqlite # this is default
|
|
1181
1325
|
|
1182
1326
|
## Articles
|
1183
1327
|
|
1184
|
-
* [Jutsu #8 - Version your RoR models with PaperTrail](http://samurails.com/gems/papertrail/),
|
1185
|
-
|
1186
|
-
* [
|
1187
|
-
|
1188
|
-
* [
|
1189
|
-
|
1328
|
+
* [Jutsu #8 - Version your RoR models with PaperTrail](http://samurails.com/gems/papertrail/),
|
1329
|
+
[Thibault](http://samurails.com/about-me/), 29th September 2014
|
1330
|
+
* [Versioning with PaperTrail](http://www.sitepoint.com/versioning-papertrail),
|
1331
|
+
[Ilya Bodrov](http://www.sitepoint.com/author/ibodrov), 10th April 2014
|
1332
|
+
* [Using PaperTrail to track stack traces](http://rubyrailsexpert.com/?p=36),
|
1333
|
+
T James Corcoran's blog, 1st October 2013.
|
1334
|
+
* [RailsCast #255 - Undo with Paper Trail][3], Feb 28, 2011
|
1335
|
+
* [RailsCast #255 - Undo with PaperTrail](http://railscasts.com/episodes/255-undo-with-paper-trail),
|
1336
|
+
28th February 2011.
|
1337
|
+
* [Keep a Paper Trail with PaperTrail](http://www.linux-mag.com/id/7528),
|
1338
|
+
Linux Magazine, 16th September 2009.
|
1190
1339
|
|
1191
1340
|
## Problems
|
1192
1341
|
|
@@ -1261,3 +1410,36 @@ Many thanks to:
|
|
1261
1410
|
|
1262
1411
|
Copyright (c) 2011 Andy Stewart (boss@airbladesoftware.com).
|
1263
1412
|
Released under the MIT licence.
|
1413
|
+
|
1414
|
+
[1]: http://api.rubyonrails.org/classes/ActiveRecord/Locking/Optimistic.html
|
1415
|
+
[2]: https://github.com/airblade/paper_trail/issues/163
|
1416
|
+
[3]: http://railscasts.com/episodes/255-undo-with-paper-trail
|
1417
|
+
[4]: https://img.shields.io/travis/airblade/paper_trail/master.svg
|
1418
|
+
[5]: https://travis-ci.org/airblade/paper_trail
|
1419
|
+
[6]: https://img.shields.io/gemnasium/airblade/paper_trail.svg
|
1420
|
+
[7]: https://gemnasium.com/airblade/paper_trail
|
1421
|
+
[9]: https://github.com/airblade/paper_trail/tree/3.0-stable
|
1422
|
+
[10]: https://github.com/airblade/paper_trail/tree/2.7-stable
|
1423
|
+
[11]: https://github.com/airblade/paper_trail/tree/rails2
|
1424
|
+
[12]: http://www.sinatrarb.com
|
1425
|
+
[13]: https://github.com/janko-m/sinatra-activerecord
|
1426
|
+
[14]: https://raw.github.com/airblade/paper_trail/master/lib/generators/paper_trail/templates/create_versions.rb
|
1427
|
+
[15]: http://www.sinatrarb.com/intro.html#Modular%20vs.%20Classic%20Style
|
1428
|
+
[16]: https://github.com/airblade/paper_trail/issues/113
|
1429
|
+
[17]: https://github.com/rails/protected_attributes
|
1430
|
+
[18]: https://github.com/rails/strong_parameters
|
1431
|
+
[19]: http://github.com/myobie/htmldiff
|
1432
|
+
[20]: http://github.com/pvande/differ
|
1433
|
+
[21]: https://github.com/halostatue/diff-lcs
|
1434
|
+
[22]: http://github.com/jeremyw/paper_trail/blob/master/lib/paper_trail/has_paper_trail.rb#L151-156
|
1435
|
+
[23]: http://github.com/tim/activerecord-diff
|
1436
|
+
[24]: https://github.com/airblade/paper_trail/blob/master/lib/paper_trail/serializers/yaml.rb
|
1437
|
+
[25]: https://github.com/airblade/paper_trail/blob/master/lib/paper_trail/serializers/json.rb
|
1438
|
+
[26]: http://www.postgresql.org/docs/9.4/static/datatype-json.html
|
1439
|
+
[27]: https://github.com/rspec/rspec
|
1440
|
+
[28]: http://cukes.info
|
1441
|
+
[29]: https://github.com/sporkrb/spork
|
1442
|
+
[30]: https://github.com/burke/zeus
|
1443
|
+
[31]: https://github.com/rails/spring
|
1444
|
+
[32]: http://api.rubyonrails.org/classes/ActiveRecord/AutosaveAssociation.html#method-i-mark_for_destruction
|
1445
|
+
[33]: https://github.com/airblade/paper_trail/wiki/Setting-whodunnit-in-the-rails-console
|