paper-trail-gem--paper_trail/README.md

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# PaperTrail
PaperTrail lets you track changes to your models' data. It's good for auditing or versioning. You can see how a model looked at any stage in its lifecycle, revert it to any version, and even undelete it after it's been destroyed.
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## Features
* Stores every create, update and destroy.
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* Does not store updates which don't change anything.
* Does not store updates which only change attributes you are ignoring.
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* Allows you to get at every version, including the original, even once destroyed.
* Allows you to get at every version even if the schema has since changed.
* Allows you to get at the version as of a particular time.
* Automatically records who was responsible via your controller. PaperTrail calls `current_user` by default, if it exists, but you can have it call any method you like.
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* Allows you to set who is responsible at model-level (useful for migrations).
* Allows you to store arbitrary model-level metadata with each version (useful for filtering versions).
* Allows you to store arbitrary controller-level information with each version, e.g. remote IP.
* Can be turned off/on per class (useful for migrations).
* Can be turned off/on globally (useful for testing).
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* No configuration necessary.
* Stores everything in a single database table (generates migration for you).
* Thoroughly tested.
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* Threadsafe.
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## Rails Version
Reported to work on Rails 3 (though I haven't yet tried myself). Known to work on Rails 2.3. Probably works on Rails 2.2 and 2.1.
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## Basic Usage
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PaperTrail is simple to use. Just add 15 characters to a model to get a paper trail of every `create`, `update`, and `destroy`.
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class Widget < ActiveRecord::Base
has_paper_trail
end
This gives you a `versions` method which returns the paper trail of changes to your model.
>> widget = Widget.find 42
>> widget.versions # [<Version>, <Version>, ...]
Once you have a version, you can find out what happened:
>> v = widget.versions.last
>> v.event # 'update' (or 'create' or 'destroy')
>> v.whodunnit # '153' (if the update was via a controller and
# the controller has a current_user method,
# here returning the id of the current user)
>> v.created_at # when the update occurred
>> widget = v.reify # the widget as it was before the update;
# would be nil for a create event
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PaperTrail stores the pre-change version of the model, unlike some other auditing/versioning plugins, so you can retrieve the original version. This is useful when you start keeping a paper trail for models that already have records in the database.
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>> widget = Widget.find 153
>> widget.name # 'Doobly'
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# Add has_paper_trail to Widget model.
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>> widget.versions # []
>> widget.update_attributes :name => 'Wotsit'
>> widget.versions.first.reify.name # 'Doobly'
>> widget.versions.first.event # 'update'
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This also means that PaperTrail does not waste space storing a version of the object as it currently stands. The `versions` method gives you previous versions; to get the current one just call a finder on your `Widget` model as usual.
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Here's a helpful table showing what PaperTrail stores:
<table>
<tr>
<th>Event</th>
<th>Model Before</th>
<th>Model After</th>
</tr>
<tr>
<td>create</td>
<td>nil</td>
<td>widget</td>
</tr>
<tr>
<td>update</td>
<td>widget</td>
<td>widget'</td>
<tr>
<td>destroy</td>
<td>widget</td>
<td>nil</td>
</tr>
</table>
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PaperTrail stores the values in the Model Before column. Most other auditing/versioning plugins store the After column.
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## Ignoring changes to certain attributes
You can ignore changes to certain attributes like this:
class Article < ActiveRecord::Base
has_paper_trail :ignore => [:title, :rating]
end
This means that changes to just the `title` or `rating` will not store another version of the article. It does not mean that the `title` and `rating` attributes will be ignored if some other change causes a new `Version` to be crated. For example:
>> a = Article.create
>> a.versions.length # 1
>> a.update_attributes :title => 'My Title', :rating => 3
>> a.versions.length # 1
>> a.update_attributes :content => 'Hello'
>> a.versions.length # 2
>> a.versions.last.reify.title # 'My Title'
## Reverting And Undeleting A Model
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PaperTrail makes reverting to a previous version easy:
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>> widget = Widget.find 42
>> widget.update_attributes :name => 'Blah blah'
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# Time passes....
>> widget = widget.versions.last.reify # the widget as it was before the update
>> widget.save # reverted
Alternatively you can find the version at a given time:
>> widget = widget.version_at(1.day.ago) # the widget as it was one day ago
>> widget.save # reverted
Note `version_at` gives you the object, not a version, so you don't need to call `reify`.
Undeleting is just as simple:
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>> widget = Widget.find 42
>> widget.destroy
# Time passes....
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>> widget = Version.find(153).reify # the widget as it was before it was destroyed
>> widget.save # the widget lives!
In fact you could use PaperTrail to implement an undo system, though I haven't had the opportunity yet to do it myself.
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## Navigating Versions
You can call `previous_version` and `next_version` on an item to get it as it was/became. Note that these methods reify the item for you.
>> widget = Widget.find 42
>> widget.versions.length # 4 for example
>> widget = widget.previous_version # => widget == widget.versions.last.reify
>> widget = widget.previous_version # => widget == widget.versions[-2].reify
>> widget.next_version # => widget == widget.versions.last.reify
>> widget.next_version # nil
As an aside, I'm undecided about whether `widget.versions.last.next_version` should return `nil` or `self` (i.e. `widget`). Let me know if you have a view.
If instead you have a particular `version` of an item you can navigate to the previous and next versions.
>> widget = Widget.find 42
>> version = widget.versions[-2] # assuming widget has several versions
>> previous = version.previous
>> next = version.next
You can find out which of an item's versions yours is:
>> current_version_number = version.index # 0-based
Finally, if you got an item by reifying one of its versions, you can navigate back to the version it came from:
>> latest_version = Widget.find(42).versions.last
>> widget = latest_version.reify
>> widget.version == latest_version # true
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## Finding Out Who Was Responsible For A Change
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If your `ApplicationController` has a `current_user` method, PaperTrail will store the value it returns in the `version`'s `whodunnit` column. Note that this column is a string so you will have to convert it to an integer if it's an id and you want to look up the user later on:
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>> last_change = Widget.versions.last
>> user_who_made_the_change = User.find last_change.whodunnit.to_i
You may want PaperTrail to call a different method to find out who is responsible. To do so, override the `user_for_paper_trail` method in your controller like this:
class ApplicationController
def user_for_paper_trail
logged_in? ? current_member : 'Public user' # or whatever
end
end
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In a migration or in `script/console` you can set who is responsible like this:
>> PaperTrail.whodunnit = 'Andy Stewart'
>> widget.update_attributes :name => 'Wibble'
>> widget.versions.last.whodunnit # Andy Stewart
N.B. A `version`'s `whodunnit` records who changed the object causing the `version` to be stored. Because a `version` stores the object as it looked before the change (see the table above), `whodunnit` returns who stopped the object looking like this -- not who made it look like this. Hence `whodunnit` is aliased as `terminator`.
To find out who made a `version`'s object look that way, use `version.originator`. And to find out who made a "live" object look like it does, use `originator` on the object.
>> widget = Widget.find 153 # assume widget has 0 versions
>> PaperTrail.whodunnit = 'Alice'
>> widget.update_attributes :name => 'Yankee'
>> widget.originator # 'Alice'
>> PaperTrail.whodunnit = 'Bob'
>> widget.update_attributes :name => 'Zulu'
>> widget.originator # 'Bob'
>> first_version, last_version = widget.versions.first, widget.versions.last
>> first_version.whodunnit # 'Alice'
>> first_version.originator # nil
>> first_version.terminator # 'Alice'
>> last_version.whodunnit # 'Bob'
>> last_version.originator # 'Alice'
>> last_version.terminator # 'Bob'
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## Has-Many-Through Associations
PaperTrail can track most changes to the join table. Specifically it can track all additions but it can only track removals which fire the `after_destroy` callback on the join table. Here are some examples:
Given these models:
class Book < ActiveRecord::Base
has_many :authorships, :dependent => :destroy
has_many :authors, :through => :authorships, :source => :person
has_paper_trail
end
class Authorship < ActiveRecord::Base
belongs_to :book
belongs_to :person
has_paper_trail # NOTE
end
class Person < ActiveRecord::Base
has_many :authorships, :dependent => :destroy
has_many :books, :through => :authorships
has_paper_trail
end
Then each of the following will store authorship versions:
>> @book.authors << @dostoyevsky
>> @book.authors.create :name => 'Tolstoy'
>> @book.authorships.last.destroy
>> @book.authorships.clear
But none of these will:
>> @book.authors.delete @tolstoy
>> @book.author_ids = [@solzhenistyn.id, @dostoyevsky.id]
>> @book.authors = []
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Having said that, you can probably (I haven't tested it myself) get the first one (`@book.authors.delete @tolstoy`) working with this [monkey patch](http://stackoverflow.com/questions/2381033/how-to-create-a-full-audit-log-in-rails-for-every-table/2381411#2381411). Many thanks to Danny Trelogan for pointing it out.
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There may be a way to store authorship versions, probably using association callbacks, no matter how the collection is manipulated but I haven't found it yet. Let me know if you do.
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## Storing metadata
You can store arbitrary model-level metadata alongside each version like this:
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class Article < ActiveRecord::Base
belongs_to :author
has_paper_trail :meta => { :author_id => Proc.new { |article| article.author_id },
:answer => 42 }
end
PaperTrail will call your proc with the current article and store the result in the `author_id` column of the `versions` table. (Remember to add your metadata columns to the table.)
Why would you do this? In this example, `author_id` is an attribute of `Article` and PaperTrail will store it anyway in serialized (YAML) form in the `object` column of the `version` record. But let's say you wanted to pull out all versions for a particular author; without the metadata you would have to deserialize (reify) each `version` object to see if belonged to the author in question. Clearly this is inefficient. Using the metadata you can find just those versions you want:
Version.all(:conditions => ['author_id = ?', author_id])
You can also store any information you like from your controller. Just override the `info_for_paper_trail` method in your controller to return a hash whose keys correspond to columns in your `versions` table. E.g.:
class ApplicationController
def info_for_paper_trail
{ :ip => request.remote_ip, :user_agent => request.user_agent }
end
end
Remember to add those extra columns to your `versions` table ;)
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## Diffing Versions
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When you're storing every version of an object, as PaperTrail lets you do, you're almost certainly going to want to diff those versions against each other. However I haven't built a diff method into PaperTrail because I think diffing is best left to dedicated libraries, and also it's hard to come up with a diff method to suit all the use cases.
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You might be surprised that PaperTrail doesn't use diffs internally anyway. When I designed PaperTrail I wanted simplicity and robustness so I decided to make each version of an object self-contained. A version stores all of its object's data, not a diff from the previous version.
So instead here are some specialised diffing libraries which you can use on top of PaperTrail.
For diffing two strings:
* [htmldiff](http://github.com/myobie/htmldiff): expects but doesn't require HTML input and produces HTML output. Works very well but slows down significantly on large (e.g. 5,000 word) inputs.
* [differ](http://github.com/pvande/differ): expects plain text input and produces plain text/coloured/HTML/any output. Can do character-wise, word-wise, line-wise, or arbitrary-boundary-string-wise diffs. Works very well on non-HTML input.
* [diff-lcs](http://github.com/halostatue/ruwiki/tree/master/diff-lcs/trunk): old-school, line-wise diffs.
For diffing two ActiveRecord objects:
* [Jeremy Weiskotten's PaperTrail fork](http://github.com/jeremyw/paper_trail/blob/master/lib/paper_trail/has_paper_trail.rb#L151-156): uses ActiveSupport's diff to return an array of hashes of the changes.
* [activerecord-diff](http://github.com/tim/activerecord-diff): rather like ActiveRecord::Dirty but also allows you to specify which columns to compare.
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## Turning PaperTrail Off/On
Sometimes you don't want to store changes. Perhaps you are only interested in changes made by your users and don't need to store changes you make yourself in, say, a migration -- or when testing your application.
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If you are about change some widgets and you don't want a paper trail of your changes, you can turn PaperTrail off like this:
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>> Widget.paper_trail_off
And on again like this:
>> Widget.paper_trail_on
You can also disable PaperTrail for all models:
>> PaperTrail.enabled = false
For example, you might want to disable PaperTrail in your Rails application's test environment to speed up your tests. This will do it:
# in config/environments/test.rb
config.after_initialize do
PaperTrail.enabled = false
end
If you disable PaperTrail in your test environment but want to enable it for specific tests, you can add a helper like this to your test helper:
# in test/test_helper.rb
def with_versioning
was_enabled = PaperTrail.enabled?
PaperTrail.enabled = true
begin
yield
ensure
PaperTrail.enabled = was_enabled
end
end
And then use it in your tests like this:
test "something that needs versioning" do
with_versioning do
# your test
end
end
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## Deleting Old Versions
Over time your `versions` table will grow to an unwieldy size. Because each version is self-contained (see the Diffing section above for more) you can simply delete any records you don't want any more. For example:
sql> delete from versions where created_at < 2010-06-01;
>> Version.delete_all ["created_at < ?", 1.week.ago]
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## Installation
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1. Install PaperTrail as a gem via your `config/environment.rb`:
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`config.gem 'paper_trail'
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2. Generate a migration which will add a `versions` table to your database.
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`script/generate paper_trail`
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3. Run the migration.
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`rake db:migrate`
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4. Add `has_paper_trail` to the models you want to track.
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## Testing
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PaperTrail has a thorough suite of tests.
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## Articles
[Keep a Paper Trail with PaperTrail](http://www.linux-mag.com/id/7528), Linux Magazine, 16th September 2009.
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## Problems
Please use GitHub's [issue tracker](http://github.com/airblade/paper_trail/issues).
## Contributors
Many thanks to:
* [Zachery Hostens](http://github.com/zacheryph)
* [Jeremy Weiskotten](http://github.com/jeremyw)
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* [Phan Le](http://github.com/revo)
* [jdrucza](http://github.com/jdrucza)
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## Inspirations
* [Simply Versioned](http://github.com/github/simply_versioned)
* [Acts As Audited](http://github.com/collectiveidea/acts_as_audited)
## Intellectual Property
Copyright (c) 2009 Andy Stewart (boss@airbladesoftware.com).
Released under the MIT licence.