require "active_support/core_ext/object" # provides the `try` method require "paper_trail/attributes_serialization" module PaperTrail # Extensions to `ActiveRecord::Base`. See `frameworks/active_record.rb`. module Model def self.included(base) base.send :extend, ClassMethods base.send :attr_accessor, :paper_trail_habtm end # :nodoc: module ClassMethods # Declare this in your model to track every create, update, and destroy. # Each version of the model is available in the `versions` association. # # Options: # # - :on - The events to track (optional; defaults to all of them). Set # to an array of `:create`, `:update`, `:destroy` as desired. # - :class_name - The name of a custom Version class. This class should # inherit from `PaperTrail::Version`. # - :ignore - An array of attributes for which a new `Version` will not be # created if only they change. It can also aceept a Hash as an # argument where the key is the attribute to ignore (a `String` or # `Symbol`), which will only be ignored if the value is a `Proc` which # returns truthily. # - :if, :unless - Procs that allow to specify conditions when to save # versions for an object. # - :only - Inverse of `ignore`. A new `Version` will be created only # for these attributes if supplied it can also aceept a Hash as an # argument where the key is the attribute to track (a `String` or # `Symbol`), which will only be counted if the value is a `Proc` which # returns truthily. # - :skip - Fields to ignore completely. As with `ignore`, updates to # these fields will not create a new `Version`. In addition, these # fields will not be included in the serialized versions of the object # whenever a new `Version` is created. # - :meta - A hash of extra data to store. You must add a column to the # `versions` table for each key. Values are objects or procs (which # are called with `self`, i.e. the model with the paper trail). See # `PaperTrail::Controller.info_for_paper_trail` for how to store data # from the controller. # - :versions - The name to use for the versions association. Default # is `:versions`. # - :version - The name to use for the method which returns the version # the instance was reified from. Default is `:version`. # - :save_changes - Whether or not to save changes to the object_changes # column if it exists. Default is true # - :join_tables - If the model has a has_and_belongs_to_many relation # with an unpapertrailed model, passing the name of the association to # the join_tables option will paper trail the join table but not save # the other model, allowing reification of the association but with the # other models latest state (if the other model is paper trailed, this # option does nothing) # def has_paper_trail(options = {}) options[:on] ||= [:create, :update, :destroy] # Wrap the :on option in an array if necessary. This allows a single # symbol to be passed in. options[:on] = Array(options[:on]) setup_model_for_paper_trail(options) setup_callbacks_from_options options[:on] setup_callbacks_for_habtm options[:join_tables] end def update_for_callback(name, callback, model, assoc) model.paper_trail_habtm ||= {} model.paper_trail_habtm.reverse_merge!(name => { removed: [], added: [] }) case callback when :before_add model.paper_trail_habtm[name][:added] |= [assoc.id] model.paper_trail_habtm[name][:removed] -= [assoc.id] when :before_remove model.paper_trail_habtm[name][:removed] |= [assoc.id] model.paper_trail_habtm[name][:added] -= [assoc.id] end end attr_reader :paper_trail_save_join_tables def setup_callbacks_for_habtm(join_tables) @paper_trail_save_join_tables = Array.wrap(join_tables) # Adds callbacks to record changes to habtm associations such that on # save the previous version of the association (if changed) can be # interpreted reflect_on_all_associations(:has_and_belongs_to_many). reject { |a| paper_trail_options[:skip].include?(a.name.to_s) }. each do |a| added_callback = lambda do |*args| update_for_callback(a.name, :before_add, args[-2], args.last) end removed_callback = lambda do |*args| update_for_callback(a.name, :before_remove, args[-2], args.last) end send(:"before_add_for_#{a.name}").send(:<<, added_callback) send(:"before_remove_for_#{a.name}").send(:<<, removed_callback) end end def setup_model_for_paper_trail(options = {}) # Lazily include the instance methods so we don't clutter up # any more ActiveRecord models than we have to. send :include, InstanceMethods send :extend, AttributesSerialization class_attribute :version_association_name self.version_association_name = options[:version] || :version # The version this instance was reified from. attr_accessor version_association_name class_attribute :version_class_name self.version_class_name = options[:class_name] || "PaperTrail::Version" class_attribute :paper_trail_options self.paper_trail_options = options.dup [:ignore, :skip, :only].each do |k| paper_trail_options[k] = [paper_trail_options[k]].flatten.compact.map { |attr| attr.is_a?(Hash) ? attr.stringify_keys : attr.to_s } end paper_trail_options[:meta] ||= {} paper_trail_options[:save_changes] = true if paper_trail_options[:save_changes].nil? class_attribute :versions_association_name self.versions_association_name = options[:versions] || :versions attr_accessor :paper_trail_event # `has_many` syntax for specifying order uses a lambda in Rails 4 if ::ActiveRecord::VERSION::MAJOR >= 4 has_many versions_association_name, -> { order(model.timestamp_sort_order) }, class_name: version_class_name, as: :item else has_many versions_association_name, class_name: version_class_name, as: :item, order: paper_trail_version_class.timestamp_sort_order end # Reset the transaction id when the transaction is closed. after_commit :reset_transaction_id after_rollback :reset_transaction_id after_rollback :clear_rolled_back_versions end def setup_callbacks_from_options(options_on = []) options_on.each do |option| send "paper_trail_on_#{option}" end end # Record version before or after "destroy" event def paper_trail_on_destroy(recording_order = "before") unless %w(after before).include?(recording_order.to_s) raise ArgumentError, 'recording order can only be "after" or "before"' end if recording_order == "after" && Gem::Version.new(ActiveRecord::VERSION::STRING) >= Gem::Version.new("5") if ::ActiveRecord::Base.belongs_to_required_by_default ::ActiveSupport::Deprecation.warn( "paper_trail_on_destroy(:after) is incompatible with ActiveRecord " + "belongs_to_required_by_default and has no effect. Please use :before " + "or disable belongs_to_required_by_default." ) end end send "#{recording_order}_destroy", :record_destroy, if: :save_version? return if paper_trail_options[:on].include?(:destroy) paper_trail_options[:on] << :destroy end # Record version after "update" event def paper_trail_on_update before_save :reset_timestamp_attrs_for_update_if_needed!, on: :update after_update :record_update, if: :save_version? after_update :clear_version_instance! return if paper_trail_options[:on].include?(:update) paper_trail_options[:on] << :update end # Record version after "create" event def paper_trail_on_create after_create :record_create, if: :save_version? return if paper_trail_options[:on].include?(:create) paper_trail_options[:on] << :create end # Switches PaperTrail off for this class. def paper_trail_off! PaperTrail.enabled_for_model(self, false) end # Switches PaperTrail on for this class. def paper_trail_on! PaperTrail.enabled_for_model(self, true) end def paper_trail_enabled_for_model? return false unless include?(PaperTrail::Model::InstanceMethods) PaperTrail.enabled_for_model?(self) end def paper_trail_version_class @paper_trail_version_class ||= version_class_name.constantize end end # Wrap the following methods in a module so we can include them only in the # ActiveRecord models that declare `has_paper_trail`. module InstanceMethods # Returns true if this instance is the current, live one; # returns false if this instance came from a previous version. def live? source_version.nil? end # Returns who put the object into its current state. def paper_trail_originator (source_version || send(self.class.versions_association_name).last).try(:whodunnit) end def originator ::ActiveSupport::Deprecation.warn "Use paper_trail_originator instead of originator." paper_trail_originator end # Invoked after rollbacks to ensure versions records are not created # for changes that never actually took place. # Optimization: Use lazy `reset` instead of eager `reload` because, in # many use cases, the association will not be used. def clear_rolled_back_versions send(self.class.versions_association_name).reset end # Returns the object (not a Version) as it was at the given timestamp. def version_at(timestamp, reify_options = {}) # Because a version stores how its object looked *before* the change, # we need to look for the first version created *after* the timestamp. v = send(self.class.versions_association_name).subsequent(timestamp, true).first return v.reify(reify_options) if v self unless destroyed? end # Returns the objects (not Versions) as they were between the given times. # TODO: Either add support for the third argument, `_reify_options`, or # add a deprecation warning if someone tries to use it. def versions_between(start_time, end_time, _reify_options = {}) versions = send(self.class.versions_association_name).between(start_time, end_time) versions.collect { |version| version_at(version.send(PaperTrail.timestamp_field)) } end # Returns the object (not a Version) as it was most recently. def previous_version previous = if source_version source_version.previous else send(self.class.versions_association_name).last end previous.try(:reify) end # Returns the object (not a Version) as it became next. # NOTE: if self (the item) was not reified from a version, i.e. it is the # "live" item, we return nil. Perhaps we should return self instead? def next_version subsequent_version = source_version.next subsequent_version ? subsequent_version.reify : self.class.find(id) rescue nil end def paper_trail_enabled_for_model? self.class.paper_trail_enabled_for_model? end # Executes the given method or block without creating a new version. def without_versioning(method = nil) paper_trail_was_enabled = paper_trail_enabled_for_model? self.class.paper_trail_off! method ? method.to_proc.call(self) : yield(self) ensure self.class.paper_trail_on! if paper_trail_was_enabled end # Utility method for reifying. Anything executed inside the block will # appear like a new record. # rubocop: disable Style/Alias def appear_as_new_record instance_eval { alias :old_new_record? :new_record? alias :new_record? :present? } yield instance_eval { alias :new_record? :old_new_record? } end # rubocop: enable Style/Alias # Temporarily overwrites the value of whodunnit and then executes the # provided block. def whodunnit(value) raise ArgumentError, "expected to receive a block" unless block_given? current_whodunnit = PaperTrail.whodunnit PaperTrail.whodunnit = value yield self ensure PaperTrail.whodunnit = current_whodunnit end # Mimics the `touch` method from `ActiveRecord::Persistence`, but also # creates a version. A version is created regardless of options such as # `:on`, `:if`, or `:unless`. # # TODO: look into leveraging the `after_touch` callback from # `ActiveRecord` to allow the regular `touch` method to generate a version # as normal. May make sense to switch the `record_update` method to # leverage an `after_update` callback anyways (likely for v4.0.0) def touch_with_version(name = nil) raise ActiveRecordError, "can not touch on a new record object" unless persisted? attributes = timestamp_attributes_for_update_in_model attributes << name if name current_time = current_time_from_proper_timezone attributes.each { |column| write_attribute(column, current_time) } record_update(true) unless will_record_after_update? save!(validate: false) end private # Returns true if `save` will cause `record_update` # to be called via the `after_update` callback. def will_record_after_update? on = paper_trail_options[:on] on.nil? || on.include?(:update) end def source_version send self.class.version_association_name end def record_create if paper_trail_switched_on? data = { event: paper_trail_event || "create", whodunnit: PaperTrail.whodunnit } if respond_to?(:updated_at) data[PaperTrail.timestamp_field] = updated_at end if pt_record_object_changes? && changed_notably? data[:object_changes] = pt_recordable_object_changes end if self.class.paper_trail_version_class.column_names.include?("transaction_id") data[:transaction_id] = PaperTrail.transaction_id end version = send(self.class.versions_association_name).create! merge_metadata(data) update_transaction_id(version) save_associations(version) end end def record_update(force = nil) if paper_trail_switched_on? && (force || changed_notably?) data = { event: paper_trail_event || "update", object: pt_recordable_object, whodunnit: PaperTrail.whodunnit } if respond_to?(:updated_at) data[PaperTrail.timestamp_field] = updated_at end if pt_record_object_changes? data[:object_changes] = pt_recordable_object_changes end if self.class.paper_trail_version_class.column_names.include?("transaction_id") data[:transaction_id] = PaperTrail.transaction_id end version = send(self.class.versions_association_name).create merge_metadata(data) update_transaction_id(version) save_associations(version) end end # Returns a boolean indicating whether to store serialized version diffs # in the `object_changes` column of the version record. # @api private def pt_record_object_changes? paper_trail_options[:save_changes] && self.class.paper_trail_version_class.column_names.include?("object_changes") end # Returns an object which can be assigned to the `object` attribute of a # nascent version record. If the `object` column is a postgres `json` # column, then a hash can be used in the assignment, otherwise the column # is a `text` column, and we must perform the serialization here, using # `PaperTrail.serializer`. # @api private def pt_recordable_object if self.class.paper_trail_version_class.object_col_is_json? object_attrs_for_paper_trail else PaperTrail.serializer.dump(object_attrs_for_paper_trail) end end # Returns an object which can be assigned to the `object_changes` # attribute of a nascent version record. If the `object_changes` column is # a postgres `json` column, then a hash can be used in the assignment, # otherwise the column is a `text` column, and we must perform the # serialization here, using `PaperTrail.serializer`. # @api private def pt_recordable_object_changes if self.class.paper_trail_version_class.object_changes_col_is_json? changes_for_paper_trail else PaperTrail.serializer.dump(changes_for_paper_trail) end end def changes_for_paper_trail notable_changes = changes.delete_if { |k, _v| !notably_changed.include?(k) } self.class.serialize_attribute_changes_for_paper_trail!(notable_changes) notable_changes.to_hash end # Invoked via`after_update` callback for when a previous version is # reified and then saved. def clear_version_instance! send("#{self.class.version_association_name}=", nil) end # Invoked via callback when a user attempts to persist a reified # `Version`. def reset_timestamp_attrs_for_update_if_needed! return if live? timestamp_attributes_for_update_in_model.each do |column| # ActiveRecord 4.2 deprecated `reset_column!` in favor of # `restore_column!`. if respond_to?("restore_#{column}!") send("restore_#{column}!") else send("reset_#{column}!") end end end def record_destroy if paper_trail_switched_on? && !new_record? data = { item_id: id, item_type: self.class.base_class.name, event: paper_trail_event || "destroy", object: pt_recordable_object, whodunnit: PaperTrail.whodunnit } if self.class.paper_trail_version_class.column_names.include?("transaction_id") data[:transaction_id] = PaperTrail.transaction_id end version = self.class.paper_trail_version_class.create(merge_metadata(data)) send("#{self.class.version_association_name}=", version) send(self.class.versions_association_name).send :load_target update_transaction_id(version) save_associations(version) end end # Saves associations if the join table for `VersionAssociation` exists. def save_associations(version) return unless PaperTrail.config.track_associations? save_associations_belongs_to(version) save_associations_has_and_belongs_to_many(version) end def save_associations_belongs_to(version) self.class.reflect_on_all_associations(:belongs_to).each do |assoc| assoc_version_args = { version_id: version.id, foreign_key_name: assoc.foreign_key } if assoc.options[:polymorphic] associated_record = send(assoc.name) if send(assoc.foreign_type) if associated_record && associated_record.class.paper_trail_enabled_for_model? assoc_version_args[:foreign_key_id] = associated_record.id end elsif assoc.klass.paper_trail_enabled_for_model? assoc_version_args[:foreign_key_id] = send(assoc.foreign_key) end if assoc_version_args.key?(:foreign_key_id) PaperTrail::VersionAssociation.create(assoc_version_args) end end end def save_associations_has_and_belongs_to_many(version) # Use the :added and :removed keys to extrapolate the HABTM associations # to before any changes were made self.class.reflect_on_all_associations(:has_and_belongs_to_many).each do |a| next unless self.class.paper_trail_save_join_tables.include?(a.name) || a.klass.paper_trail_enabled_for_model? assoc_version_args = { version_id: version.id, foreign_key_name: a.name } assoc_ids = send(a.name).to_a.map(&:id) + (@paper_trail_habtm.try(:[], a.name).try(:[], :removed) || []) - (@paper_trail_habtm.try(:[], a.name).try(:[], :added) || []) assoc_ids.each do |id| PaperTrail::VersionAssociation.create(assoc_version_args.merge(foreign_key_id: id)) end end end def reset_transaction_id PaperTrail.transaction_id = nil end def merge_metadata(data) # First we merge the model-level metadata in `meta`. paper_trail_options[:meta].each do |k, v| data[k] = if v.respond_to?(:call) v.call(self) elsif v.is_a?(Symbol) && respond_to?(v, true) # If it is an attribute that is changing in an existing object, # be sure to grab the current version. if has_attribute?(v) && send("#{v}_changed?".to_sym) && data[:event] != "create" send("#{v}_was".to_sym) else send(v) end else v end end # Second we merge any extra data from the controller (if available). data.merge(PaperTrail.controller_info || {}) end def attributes_before_change changed = changed_attributes.select { |k, _v| self.class.column_names.include?(k) } attributes.merge(changed) end # Returns hash of attributes (with appropriate attributes serialized), # ommitting attributes to be skipped. def object_attrs_for_paper_trail attrs = attributes_before_change.except(*paper_trail_options[:skip]) self.class.serialize_attributes_for_paper_trail!(attrs) attrs end # Determines whether it is appropriate to generate a new version # instance. A timestamp-only update (e.g. only `updated_at` changed) is # considered notable unless an ignored attribute was also changed. def changed_notably? if ignored_attr_has_changed? timestamps = timestamp_attributes_for_update_in_model.map(&:to_s) (notably_changed - timestamps).any? else notably_changed.any? end end # An attributed is "ignored" if it is listed in the `:ignore` option # and/or the `:skip` option. Returns true if an ignored attribute has # changed. def ignored_attr_has_changed? ignored = paper_trail_options[:ignore] + paper_trail_options[:skip] ignored.any? && (changed & ignored).any? end def notably_changed only = paper_trail_options[:only].dup # Remove Hash arguments and then evaluate whether the attributes (the # keys of the hash) should also get pushed into the collection. only.delete_if do |obj| obj.is_a?(Hash) && obj.each { |attr, condition| only << attr if condition.respond_to?(:call) && condition.call(self) } end only.empty? ? changed_and_not_ignored : (changed_and_not_ignored & only) end def changed_and_not_ignored ignore = paper_trail_options[:ignore].dup # Remove Hash arguments and then evaluate whether the attributes (the # keys of the hash) should also get pushed into the collection. ignore.delete_if do |obj| obj.is_a?(Hash) && obj.each { |attr, condition| ignore << attr if condition.respond_to?(:call) && condition.call(self) } end skip = paper_trail_options[:skip] changed - ignore - skip end def paper_trail_switched_on? PaperTrail.enabled? && PaperTrail.enabled_for_controller? && paper_trail_enabled_for_model? end def save_version? if_condition = paper_trail_options[:if] unless_condition = paper_trail_options[:unless] (if_condition.blank? || if_condition.call(self)) && !unless_condition.try(:call, self) end # @api private def update_transaction_id(version) return unless self.class.paper_trail_version_class.column_names.include?("transaction_id") if PaperTrail.transaction? && PaperTrail.transaction_id.nil? PaperTrail.transaction_id = version.id version.transaction_id = version.id version.save end end end end end