source_monitor 0.2.1 → 0.3.0

data/.claude/skills/authorization-pundit/SKILL.md

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+---
+name: authorization-pundit
+description: Implements policy-based authorization with Pundit for resource access control. Use when adding authorization rules, checking permissions, restricting actions, role-based access, or when user mentions Pundit, policies, authorization, or permissions.
+allowed-tools: Read, Write, Edit, Bash, Glob, Grep
+---
+
+# Authorization with Pundit for Rails 8
+
+## Overview
+
+Pundit provides policy-based authorization:
+- Plain Ruby policy objects
+- Convention over configuration
+- Easy to test with Minitest
+- Scoped queries for collections
+- Works with any authentication system
+
+## Quick Start
+
+```bash
+bundle add pundit
+bin/rails generate pundit:install
+bin/rails generate pundit:policy Event
+```
+
+## TDD Workflow
+
+```
+Authorization Progress:
+- [ ] Step 1: Write policy test (RED)
+- [ ] Step 2: Run test (fails)
+- [ ] Step 3: Implement policy
+- [ ] Step 4: Run test (GREEN)
+- [ ] Step 5: Add policy to controller
+- [ ] Step 6: Test integration
+```
+
+## Base Policy
+
+```ruby
+# app/policies/application_policy.rb
+class ApplicationPolicy
+  attr_reader :user, :record
+
+  def initialize(user, record)
+    @user = user
+    @record = record
+  end
+
+  def index?
+    false
+  end
+
+  def show?
+    false
+  end
+
+  def create?
+    false
+  end
+
+  def new?
+    create?
+  end
+
+  def update?
+    false
+  end
+
+  def edit?
+    update?
+  end
+
+  def destroy?
+    false
+  end
+
+  class Scope
+    def initialize(user, scope)
+      @user = user
+      @scope = scope
+    end
+
+    def resolve
+      raise NotImplementedError, "Define #resolve in #{self.class}"
+    end
+
+    private
+
+    attr_reader :user, :scope
+  end
+end
+```
+
+## Policy Testing (Minitest)
+
+### Basic Policy Test
+
+```ruby
+# test/policies/event_policy_test.rb
+require "test_helper"
+
+class EventPolicyTest < ActiveSupport::TestCase
+  setup do
+    @account = accounts(:one)
+    @user = users(:one) # belongs to @account
+    @other_user = users(:other_account) # different account
+    @event = events(:one) # belongs to @account
+  end
+
+  # -- index --
+  test "index? permits any authenticated user" do
+    policy = EventPolicy.new(@user, Event)
+    assert policy.index?
+  end
+
+  # -- show --
+  test "show? permits user from same account" do
+    policy = EventPolicy.new(@user, @event)
+    assert policy.show?
+  end
+
+  test "show? denies user from different account" do
+    policy = EventPolicy.new(@other_user, @event)
+    assert_not policy.show?
+  end
+
+  # -- create --
+  test "create? permits user from same account" do
+    new_event = Event.new(account: @account)
+    policy = EventPolicy.new(@user, new_event)
+    assert policy.create?
+  end
+
+  # -- update --
+  test "update? permits user from same account" do
+    policy = EventPolicy.new(@user, @event)
+    assert policy.update?
+  end
+
+  test "update? denies user from different account" do
+    policy = EventPolicy.new(@other_user, @event)
+    assert_not policy.update?
+  end
+
+  # -- destroy --
+  test "destroy? permits user from same account" do
+    policy = EventPolicy.new(@user, @event)
+    assert policy.destroy?
+  end
+
+  test "destroy? denies user from different account" do
+    policy = EventPolicy.new(@other_user, @event)
+    assert_not policy.destroy?
+  end
+
+  # -- Scope --
+  test "Scope returns events for user account only" do
+    scope = EventPolicy::Scope.new(@user, Event).resolve
+
+    scope.each do |event|
+      assert_equal @user.account_id, event.account_id
+    end
+  end
+
+  test "Scope excludes other account events" do
+    other_event = events(:other_account)
+    scope = EventPolicy::Scope.new(@user, Event).resolve
+
+    assert_not_includes scope, other_event
+  end
+end
+```
+
+### Role-Based Policy Test
+
+```ruby
+# test/policies/event_policy_test.rb (role-based extension)
+class EventPolicyRoleTest < ActiveSupport::TestCase
+  setup do
+    @admin = users(:admin)
+    @member = users(:one)
+    @event = events(:one)
+  end
+
+  test "destroy? permits admin" do
+    policy = EventPolicy.new(@admin, @event)
+    assert policy.destroy?
+  end
+
+  test "publish? permits owner for draft events" do
+    @event.update(status: :draft)
+    policy = EventPolicy.new(@member, @event)
+    assert policy.publish?
+  end
+
+  test "publish? denies for non-draft events" do
+    @event.update(status: :published)
+    policy = EventPolicy.new(@member, @event)
+    assert_not policy.publish?
+  end
+end
+```
+
+## Policy Implementation
+
+### Basic Policy (Account-Scoped)
+
+```ruby
+# app/policies/event_policy.rb
+class EventPolicy < ApplicationPolicy
+  def index?
+    true
+  end
+
+  def show?
+    owner?
+  end
+
+  def create?
+    true
+  end
+
+  def update?
+    owner?
+  end
+
+  def destroy?
+    owner?
+  end
+
+  private
+
+  def owner?
+    record.account_id == user.account_id
+  end
+
+  class Scope < ApplicationPolicy::Scope
+    def resolve
+      scope.where(account_id: user.account_id)
+    end
+  end
+end
+```
+
+### Role-Based Policy
+
+```ruby
+# app/policies/event_policy.rb
+class EventPolicy < ApplicationPolicy
+  def index?
+    true
+  end
+
+  def show?
+    owner? || admin?
+  end
+
+  def create?
+    member_or_above?
+  end
+
+  def update?
+    owner_or_admin?
+  end
+
+  def destroy?
+    admin?
+  end
+
+  def publish?
+    owner_or_admin? && record.draft?
+  end
+
+  private
+
+  def owner?
+    record.account_id == user.account_id
+  end
+
+  def admin?
+    user.admin?
+  end
+
+  def member_or_above?
+    user.member? || user.admin?
+  end
+
+  def owner_or_admin?
+    owner? || admin?
+  end
+
+  class Scope < ApplicationPolicy::Scope
+    def resolve
+      if user.admin?
+        scope.all
+      else
+        scope.where(account_id: user.account_id)
+      end
+    end
+  end
+end
+```
+
+## Controller Integration
+
+```ruby
+# app/controllers/events_controller.rb
+class EventsController < ApplicationController
+  def index
+    @events = policy_scope(Event)
+  end
+
+  def show
+    @event = Event.find(params[:id])
+    authorize @event
+  end
+
+  def create
+    @event = current_account.events.build(event_params)
+    authorize @event
+
+    if @event.save
+      redirect_to @event, notice: t(".success")
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  def destroy
+    @event = Event.find(params[:id])
+    authorize @event
+    @event.destroy
+    redirect_to events_path, notice: t(".success")
+  end
+end
+```
+
+### Ensuring Authorization
+
+```ruby
+# app/controllers/application_controller.rb
+class ApplicationController < ActionController::Base
+  include Pundit::Authorization
+
+  after_action :verify_authorized, except: :index
+  after_action :verify_policy_scoped, only: :index
+
+  rescue_from Pundit::NotAuthorizedError, with: :user_not_authorized
+
+  private
+
+  def user_not_authorized
+    flash[:alert] = t("pundit.not_authorized")
+    redirect_back(fallback_location: root_path)
+  end
+end
+```
+
+## Testing Controller Authorization
+
+```ruby
+# test/controllers/events_controller_test.rb
+require "test_helper"
+
+class EventsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    @user = users(:one)
+    @other_user = users(:other_account)
+    @event = events(:one) # belongs to @user's account
+    @other_event = events(:other_account)
+    sign_in @user
+  end
+
+  test "allows access to own events" do
+    get event_path(@event)
+    assert_response :success
+  end
+
+  test "denies access to other account events" do
+    get event_path(@other_event)
+    assert_redirected_to root_path
+  end
+
+  test "allows deletion of own events" do
+    assert_difference("Event.count", -1) do
+      delete event_path(@event)
+    end
+    assert_redirected_to events_path
+  end
+
+  test "denies deletion of other account events" do
+    assert_no_difference("Event.count") do
+      delete event_path(@other_event)
+    end
+    assert_redirected_to root_path
+  end
+end
+```
+
+## View Integration
+
+```erb
+<%# app/views/events/show.html.erb %>
+<h1><%= @event.name %></h1>
+
+<% if policy(@event).edit? %>
+  <%= link_to t("common.edit"), edit_event_path(@event) %>
+<% end %>
+
+<% if policy(@event).destroy? %>
+  <%= button_to t("common.delete"), @event, method: :delete,
+                data: { confirm: t("common.confirm_delete") } %>
+<% end %>
+```
+
+## Headless Policies
+
+For actions not tied to a specific record:
+
+```ruby
+# app/policies/dashboard_policy.rb
+class DashboardPolicy < ApplicationPolicy
+  def initialize(user, _record = nil)
+    @user = user
+  end
+
+  def show?
+    true
+  end
+
+  def admin_panel?
+    user.admin?
+  end
+end
+```
+
+```ruby
+# Controller
+authorize :dashboard, :admin_panel?
+```
+
+## Error Messages
+
+```yaml
+# config/locales/en.yml
+en:
+  pundit:
+    not_authorized: You are not authorized to perform this action.
+```
+
+## Checklist
+
+- [ ] Policy test written first (RED)
+- [ ] Policy inherits from ApplicationPolicy
+- [ ] Scope defined for collections
+- [ ] Controller uses `authorize` and `policy_scope`
+- [ ] `verify_authorized` after_action enabled
+- [ ] Views use `policy(@record).action?`
+- [ ] Error handling configured
+- [ ] Multi-tenancy enforced in Scope
+- [ ] All tests GREEN