# PaperTrail [![Build Status][4]][5] [![Gem Version][53]][54] [![SemVer][55]][56] Track changes to your models, for auditing or versioning. See how a model looked at any stage in its lifecycle, revert it to any version, or restore it after it has been destroyed. ## Looking for a new maintainer We're looking to add a new maintainer to triage issues! Please [email us][43] if you're interested. In the meantime, we'll continue to make releases a few times per year to stay up to date with rails. Issues are disabled until we have enough volunteers to handle them, but pull requests are still welcome! ## Documentation | Version | Documentation | | -------------- | ------------- | | Unreleased | https://github.com/paper-trail-gem/paper_trail/blob/master/README.md | | 10.3.1 | https://github.com/paper-trail-gem/paper_trail/blob/v10.3.1/README.md | | 9.2.0 | https://github.com/paper-trail-gem/paper_trail/blob/v9.2.0/README.md | | 8.1.2 | https://github.com/paper-trail-gem/paper_trail/blob/v8.1.2/README.md | | 7.1.3 | https://github.com/paper-trail-gem/paper_trail/blob/v7.1.3/README.md | | 6.0.2 | https://github.com/paper-trail-gem/paper_trail/blob/v6.0.2/README.md | | 5.2.3 | https://github.com/paper-trail-gem/paper_trail/blob/v5.2.3/README.md | | 4.2.0 | https://github.com/paper-trail-gem/paper_trail/blob/v4.2.0/README.md | | 3.0.9 | https://github.com/paper-trail-gem/paper_trail/blob/v3.0.9/README.md | | 2.7.2 | https://github.com/paper-trail-gem/paper_trail/blob/v2.7.2/README.md | | 1.6.5 | https://github.com/paper-trail-gem/paper_trail/blob/v1.6.5/README.md | ## Table of Contents - [1. Introduction](#1-introduction) - [1.a. Compatibility](#1a-compatibility) - [1.b. Installation](#1b-installation) - [1.c. Basic Usage](#1c-basic-usage) - [1.d. API Summary](#1d-api-summary) - [1.e. Configuration](#1e-configuration) - [2. Limiting What is Versioned, and When](#2-limiting-what-is-versioned-and-when) - [2.a. Choosing Lifecycle Events To Monitor](#2a-choosing-lifecycle-events-to-monitor) - [2.b. Choosing When To Save New Versions](#2b-choosing-when-to-save-new-versions) - [2.c. Choosing Attributes To Monitor](#2c-choosing-attributes-to-monitor) - [2.d. Turning PaperTrail Off](#2d-turning-papertrail-off) - [2.e. Limiting the Number of Versions Created](#2e-limiting-the-number-of-versions-created) - [3. Working With Versions](#3-working-with-versions) - [3.a. Reverting And Undeleting A Model](#3a-reverting-and-undeleting-a-model) - [3.b. Navigating Versions](#3b-navigating-versions) - [3.c. Diffing Versions](#3c-diffing-versions) - [3.d. Deleting Old Versions](#3d-deleting-old-versions) - [4. Saving More Information About Versions](#4-saving-more-information-about-versions) - [4.a. Finding Out Who Was Responsible For A Change](#4a-finding-out-who-was-responsible-for-a-change) - [4.b. Associations](#4b-associations) - [4.c. Storing Metadata](#4c-storing-metadata) - [5. ActiveRecord](#5-activerecord) - [5.a. Single Table Inheritance (STI)](#5a-single-table-inheritance-sti) - [5.b. Configuring the `versions` Association](#5b-configuring-the-versions-association) - [5.c. Generators](#5c-generators) - [5.d. Protected Attributes](#5d-protected-attributes) - [6. Extensibility](#6-extensibility) - [6.a. Custom Version Classes](#6a-custom-version-classes) - [6.b. Custom Serializer](#6b-custom-serializer) - [6.c. Custom Object Changes](#6c-custom-object-changes) - [7. Testing](#7-testing) - [7.a. Minitest](#7a-minitest) - [7.b. RSpec](#7b-rspec) - [7.c. Cucumber](#7c-cucumber) - [7.d. Spork](#7d-spork) - [7.e. Zeus or Spring](#7e-zeus-or-spring) - [8. PaperTrail Plugins](#8-papertrail-plugins) - [9. Integration with Other Libraries](#9-integration-with-other-libraries) - [10. Related Libraries and Ports](#10-related-libraries-and-ports) - [Articles](#articles) - [Problems](#problems) - [Contributors](#contributors) - [Contributing](#contributing) - [Inspirations](#inspirations) - [Intellectual Property](#intellectual-property) ## 1. Introduction ### 1.a. Compatibility | paper_trail | branch | ruby | activerecord | | -------------- | ---------- | -------- | ------------- | | unreleased | master | >= 2.3.0 | >= 4.2, < 6.1 | | 10 | 10-stable | >= 2.3.0 | >= 4.2, < 6.1 | | 9 | 9-stable | >= 2.3.0 | >= 4.2, < 5.3 | | 8 | 8-stable | >= 2.2.0 | >= 4.2, < 5.2 | | 7 | 7-stable | >= 2.1.0 | >= 4.0, < 5.2 | | 6 | 6-stable | >= 1.9.3 | >= 4.0, < 5.2 | | 5 | 5-stable | >= 1.9.3 | >= 3.0, < 5.1 | | 4 | 4-stable | >= 1.8.7 | >= 3.0, < 5.1 | | 3 | 3.0-stable | >= 1.8.7 | >= 3.0, < 5 | | 2 | 2.7-stable | >= 1.8.7 | >= 3.0, < 4 | | 1 | rails2 | >= 1.8.7 | >= 2.3, < 3 | Experts: to install incompatible versions of activerecord, see `paper_trail/compatibility.rb`. ### 1.b. Installation 1. Add PaperTrail to your `Gemfile`. `gem 'paper_trail'` 1. Add a `versions` table to your database: ``` bundle exec rails generate paper_trail:install [--with-changes] ``` For more information on this generator, see [section 5.c. Generators](#5c-generators). If using [rails_admin][38], you must enable the experimental [Associations](#4b-associations) feature. If you're getting "Could not find generator 'paper_trail:install'" errors from recent Ruby/Rails versions, try running `spring stop` (see [this thread](https://github.com/paper-trail-gem/paper_trail/issues/459) for more details). ``` bundle exec rake db:migrate ``` 1. Add `has_paper_trail` to the models you want to track. ```ruby class Widget < ActiveRecord::Base has_paper_trail end ``` 1. If your controllers have a `current_user` method, you can easily [track who is responsible for changes](#4a-finding-out-who-was-responsible-for-a-change) by adding a controller callback. ```ruby class ApplicationController before_action :set_paper_trail_whodunnit end ``` ### 1.c. Basic Usage Your models now have a `versions` method which returns the "paper trail" of changes to your model. ```ruby widget = Widget.find 42 widget.versions # [, , ...] ``` Once you have a version, you can find out what happened: ```ruby v = widget.versions.last v.event # 'update', 'create', 'destroy'. See also: Custom Event Names v.created_at v.whodunnit # ID of `current_user`. Requires `set_paper_trail_whodunnit` callback. widget = v.reify # The widget as it was before the update (nil for a create event) ``` 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. ```ruby widget = Widget.find 153 widget.name # 'Doobly' # Add has_paper_trail to Widget model. widget.versions # [] widget.update name: 'Wotsit' widget.versions.last.reify.name # 'Doobly' widget.versions.last.event # 'update' ``` 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. Here's a helpful table showing what PaperTrail stores: | *Event* | *create* | *update* | *destroy* | | -------------- | -------- | -------- | --------- | | *Model Before* | nil | widget | widget | | *Model After* | widget | widget | nil | PaperTrail stores the values in the Model Before row. Most other auditing/versioning plugins store the After row. ### 1.d. API Summary An introductory sample of common features. When you declare `has_paper_trail` in your model, you get these methods: ```ruby class Widget < ActiveRecord::Base has_paper_trail end # Returns this widget's versions. You can customise the name of the # association, but overriding this method is not supported. widget.versions # Return the version this widget was reified from, or nil if it is live. # You can customise the name of the method. widget.version # Returns true if this widget is the current, live one; or false if it is from # a previous version. widget.paper_trail.live? # Returns who put the widget into its current state. widget.paper_trail.originator # Returns the widget (not a version) as it looked at the given timestamp. widget.paper_trail.version_at(timestamp) # Returns the widget (not a version) as it was most recently. widget.paper_trail.previous_version # Returns the widget (not a version) as it became next. widget.paper_trail.next_version ``` And a `PaperTrail::Version` instance (which is just an ordinary ActiveRecord instance, with all the usual methods) has methods such as: ```ruby # Returns the item restored from this version. version.reify(options = {}) # Return a new item from this version version.reify(dup: true) # Returns who put the item into the state stored in this version. version.paper_trail_originator # Returns who changed the item from the state it had in this version. version.terminator version.whodunnit version.version_author # Returns the next version. version.next # Returns the previous version. version.previous # Returns the index of this version in all the versions. version.index # Returns the event that caused this version (create|update|destroy). version.event ``` This is just a sample of common features. Keep reading for more. ### 1.e. Configuration Many aspects of PaperTrail are configurable for individual models; typically this is achieved by passing options to the `has_paper_trail` method within a given model. Some aspects of PaperTrail are configured globally for all models. These settings are assigned directly on the `PaperTrail.config` object. A common place to put these settings is in a Rails initializer file such as `config/initializers/paper_trail.rb` or in an environment-specific configuration file such as `config/environments/test.rb`. #### 1.e.1 Global Global configuration options affect all threads. - association_reify_error_behaviour - enabled - has_paper_trail_defaults - object_changes_adapter - serializer - version_limit Syntax example: (options described in detail later) ```ruby # config/initializers/paper_trail.rb PaperTrail.config.enabled = true PaperTrail.config.has_paper_trail_defaults = { on: %i[create update destroy] } PaperTrail.config.version_limit = 3 ```` These options are intended to be set only once, during app initialization (eg. in `config/initializers`). It is unsafe to change them while the app is running. In contrast, `PaperTrail.request` has various options that only apply to a single HTTP request and thus are safe to use while the app is running. ## 2. Limiting What is Versioned, and When ### 2.a. Choosing Lifecycle Events To Monitor You can choose which events to track with the `on` option. For example, if you only want to track `update` events: ```ruby class Article < ActiveRecord::Base has_paper_trail on: [:update] end ``` `has_paper_trail` installs [callbacks][52] for the specified lifecycle events. There are four potential callbacks, and the default is to install all four, ie. `on: [:create, :destroy, :touch, :update]`. #### The `versions.event` Column Your `versions` table has an `event` column with three possible values: | *event* | *callback* | | ------- | ------------- | | create | create | | destroy | destroy | | update | touch, update | You may also have the `PaperTrail::Version` model save a custom string in its `event` field instead of the typical `create`, `update`, `destroy`. PaperTrail adds an `attr_accessor` to your model named `paper_trail_event`, and will insert it, if present, in the `event` column. ```ruby a = Article.create a.versions.size # 1 a.versions.last.event # 'create' a.paper_trail_event = 'update title' a.update title: 'My Title' a.versions.size # 2 a.versions.last.event # 'update title' a.paper_trail_event = nil a.update title: 'Alternate' a.versions.size # 3 a.versions.last.event # 'update' ``` #### Controlling the Order of AR Callbacks If there are other callbacks in your model, their order relative to those installed by `has_paper_trail` may matter. If you need to control their order, use the `paper_trail_on_*` methods. ```ruby class Article < ActiveRecord::Base # Include PaperTrail, but do not install any callbacks. Passing the # empty array to `:on` omits callbacks. has_paper_trail on: [] # Add callbacks in the order you need. paper_trail.on_destroy # add destroy callback paper_trail.on_update # etc. paper_trail.on_create paper_trail.on_touch end ``` The `paper_trail.on_destroy` method can be further configured to happen `:before` or `:after` the destroy event. In PaperTrail 4, the default is `:after`. In PaperTrail 5, the default will be `:before`, to support ActiveRecord 5. (see https://github.com/paper-trail-gem/paper_trail/pull/683) ### 2.b. Choosing When To Save New Versions You can choose the conditions when to add new versions with the `if` and `unless` options. For example, to save versions only for US non-draft translations: ```ruby class Translation < ActiveRecord::Base has_paper_trail if: Proc.new { |t| t.language_code == 'US' }, unless: Proc.new { |t| t.type == 'DRAFT' } end ``` #### Choosing Based on Changed Attributes Starting with PaperTrail 4.0, versions are saved during an after-callback. If you decide whether to save a new version based on changed attributes, use attribute_name_was instead of attribute_name. #### Saving a New Version Manually You may want to save a new version regardless of options like `:on`, `:if`, or `:unless`. Or, in rare situations, you may want to save a new version even if the record has not changed. ```ruby my_model.paper_trail.save_with_version ``` ### 2.c. Choosing Attributes To Monitor #### Ignore You can `ignore` changes to certain attributes: ```ruby class Article < ActiveRecord::Base has_paper_trail ignore: [:title, :rating] end ``` Changes to just the `title` or `rating` will not create a version record. Changes to other attributes will create a version record. ```ruby a = Article.create a.versions.length # 1 a.update title: 'My Title', rating: 3 a.versions.length # 1 a.update title: 'Greeting', content: 'Hello' a.versions.length # 2 a.paper_trail.previous_version.title # 'My Title' ``` #### Only Or, you can specify a list of the `only` attributes you care about: ```ruby class Article < ActiveRecord::Base has_paper_trail only: [:title] end ``` Only changes to the `title` will create a version record. ```ruby a = Article.create a.versions.length # 1 a.update title: 'My Title' a.versions.length # 2 a.update content: 'Hello' a.versions.length # 2 a.paper_trail.previous_version.content # nil ``` The `:ignore` and `:only` options can also accept `Hash` arguments. ```ruby class Article < ActiveRecord::Base has_paper_trail only: { title: Proc.new { |obj| !obj.title.blank? } } end ``` If the `title` is not blank, then only changes to the `title` will create a version record. ```ruby a = Article.create a.versions.length # 1 a.update content: 'Hello' a.versions.length # 2 a.update title: 'Title One' a.versions.length # 3 a.update content: 'Hai' a.versions.length # 3 a.paper_trail.previous_version.content # "Hello" a.update title: 'Title Two' a.versions.length # 4 a.paper_trail.previous_version.content # "Hai" ``` Configuring both `:ignore` and `:only` is not recommended, but it should work as expected. Passing both `:ignore` and `:only` options will result in the article being saved if a changed attribute is included in `:only` but not in `:ignore`. #### Skip You can skip attributes completely with the `:skip` option. As with `:ignore`, updates to these attributes will not create a version record. In addition, if a version record is created for some other reason, these attributes will not be persisted. ```ruby class Article < ActiveRecord::Base has_paper_trail skip: [:file_upload] end ``` ### 2.d. Turning PaperTrail Off PaperTrail is on by default, but sometimes you don't want to record versions. #### Per Process Turn PaperTrail off for **all threads** in a `ruby` process. ```ruby PaperTrail.enabled = false ``` **Do not use this in production** unless you have a good understanding of threads vs. processes. A legitimate use case is to speed up tests. See [Testing](#7-testing) below. #### Per HTTP Request ```ruby PaperTrail.request(enabled: false) do # no versions created end ``` or, ```ruby PaperTrail.request.enabled = false # no versions created PaperTrail.request.enabled = true ``` #### Per Class In the rare case that you need to disable versioning for one model while keeping versioning enabled for other models, use: ```ruby PaperTrail.request.disable_model(Banana) # changes to Banana model do not create versions, # but eg. changes to Kiwi model do. PaperTrail.request.enable_model(Banana) PaperTrail.request.enabled_for_model?(Banana) # => true ``` This setting, as with all `PaperTrail.request` settings, affects only the current request, not all threads. For this rare use case, there is no convenient way to pass a block. ##### In a Rails Controller Callback (Not Recommended) PaperTrail installs a callback in your rails controllers. The installed callback will call `paper_trail_enabled_for_controller`, which you can override. ```ruby class ApplicationController < ActionController::Base def paper_trail_enabled_for_controller # Don't omit `super` without a good reason. super && request.user_agent != 'Disable User-Agent' end end ``` Because you are unable to control the order of callback execution, this technique is not recommended, but is preserved for backwards compatibility. It would be better to install your own callback and use `PaperTrail.request.enabled=` as you see fit. #### Per Method (Removed) The `widget.paper_trail.without_versioning` method was removed in v10, without an exact replacement. To disable versioning, use the [Per Class](#per-class) or [Per HTTP Request](#per-http-request) methods. ### 2.e. Limiting the Number of Versions Created Configure `version_limit` to cap the number of versions saved per record. This does not apply to `create` events. ```ruby # Limit: 4 versions per record (3 most recent, plus a `create` event) PaperTrail.config.version_limit = 3 # Remove the limit PaperTrail.config.version_limit = nil ``` #### 2.e.1 Per-model limit Models can override the global `PaperTrail.config.version_limit` setting. Example: ``` # initializer PaperTrail.config.version_limit = 10 # At most 10 versions has_paper_trail # At most 3 versions (2 updates, 1 create). Overrides global version_limit. has_paper_trail limit: 2 # Infinite versions has_paper_trail limit: nil ``` To use a per-model limit, your `versions` table must have an `item_subtype` column. See [Section 4.b.1](https://github.com/paper-trail-gem/paper_trail#4b1-the-optional-item_subtype-column). ## 3. Working With Versions ### 3.a. Reverting And Undeleting A Model PaperTrail makes reverting to a previous version easy: ```ruby widget = Widget.find 42 widget.update name: 'Blah blah' # Time passes.... widget = widget.paper_trail.previous_version # the widget as it was before the update widget.save # reverted ``` Alternatively you can find the version at a given time: ```ruby widget = widget.paper_trail.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: ```ruby widget = Widget.find(42) widget.destroy # Time passes.... widget = Widget.new(id:42) # creating a new object with the same id, re-establishes the link versions = widget.versions # versions ordered by versions.created_at, ascending widget = versions.last.reify # the widget as it was before destruction widget.save # the widget lives! ``` You could even use PaperTrail to implement an undo system; [Ryan Bates has!][3] If your model uses [optimistic locking][1] don't forget to [increment your `lock_version`][2] before saving or you'll get a `StaleObjectError`. ### 3.b. 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. ```ruby live_widget = Widget.find 42 live_widget.versions.length # 4, for example widget = live_widget.paper_trail.previous_version # => widget == live_widget.versions.last.reify widget = widget.paper_trail.previous_version # => widget == live_widget.versions[-2].reify widget = widget.paper_trail.next_version # => widget == live_widget.versions.last.reify widget.paper_trail.next_version # live_widget ``` If instead you have a particular `version` of an item you can navigate to the previous and next versions. ```ruby widget = Widget.find 42 version = widget.versions[-2] # assuming widget has several versions previous_version = version.previous next_version = version.next ``` You can find out which of an item's versions yours is: ```ruby current_version_number = version.index # 0-based ``` If you got an item by reifying one of its versions, you can navigate back to the version it came from: ```ruby latest_version = Widget.find(42).versions.last widget = latest_version.reify widget.version == latest_version # true ``` You can find out whether a model instance is the current, live one -- or whether it came instead from a previous version -- with `live?`: ```ruby widget = Widget.find 42 widget.live? # true widget = widget.paper_trail.previous_version widget.live? # false ``` And you can perform `WHERE` queries for object versions based on attributes: ```ruby # Find versions that meet these criteria. PaperTrail::Version.where_object(content: 'Hello', title: 'Article') # Find versions before and after attribute `atr` had value `v`: PaperTrail::Version.where_object_changes(atr: 'v') ``` Using `where_object_changes` to read YAML from a text column was deprecated in 8.1.0, and will now raise an error. ### 3.c. Diffing Versions There are two scenarios: diffing adjacent versions and diffing non-adjacent versions. The best way to diff adjacent versions is to get PaperTrail to do it for you. If you add an `object_changes` text column to your `versions` table, either at installation time with the `rails generate paper_trail:install --with-changes` option or manually, PaperTrail will store the `changes` diff (excluding any attributes PaperTrail is ignoring) in each `update` version. You can use the `version.changeset` method to retrieve it. For example: ```ruby widget = Widget.create name: 'Bob' widget.versions.last.changeset # { # "name"=>[nil, "Bob"], # "created_at"=>[nil, 2015-08-10 04:10:40 UTC], # "updated_at"=>[nil, 2015-08-10 04:10:40 UTC], # "id"=>[nil, 1] # } widget.update name: 'Robert' widget.versions.last.changeset # { # "name"=>["Bob", "Robert"], # "updated_at"=>[2015-08-10 04:13:19 UTC, 2015-08-10 04:13:19 UTC] # } widget.destroy widget.versions.last.changeset # {} ``` The `object_changes` are only stored for creation and updates, not when an object is destroyed. Please be aware that PaperTrail doesn't use diffs internally. 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. This means you can delete any version without affecting any other. To diff non-adjacent versions you'll have to write your own code. These libraries may help: For diffing two strings: * [htmldiff][19]: 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][20]: 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][21]: old-school, line-wise diffs. For diffing two ActiveRecord objects: * [Jeremy Weiskotten's PaperTrail fork][22]: uses ActiveSupport's diff to return an array of hashes of the changes. * [activerecord-diff][23]: rather like ActiveRecord::Dirty but also allows you to specify which columns to compare. ### 3.d. 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 sql> delete from versions where created_at < '2010-06-01'; ``` ```ruby PaperTrail::Version.where('created_at < ?', 1.day.ago).delete_all ``` ## 4. Saving More Information About Versions ### 4.a. Finding Out Who Was Responsible For A Change Set `PaperTrail.request.whodunnit=`, and that value will be stored in the version's `whodunnit` column. ```ruby PaperTrail.request.whodunnit = 'Andy Stewart' widget.update name: 'Wibble' widget.versions.last.whodunnit # Andy Stewart ``` #### Setting `whodunnit` to a `Proc` `whodunnit=` also accepts a `Proc`, in the rare case that lazy evaluation is required. ```ruby PaperTrail.request.whodunnit = proc do caller.find { |c| c.starts_with? Rails.root.to_s } end ``` Because lazy evaluation can be hard to troubleshoot, this is not recommended for common use. #### Setting `whodunnit` Temporarily To set whodunnit temporarily, for the duration of a block, use `PaperTrail.request`: ```ruby PaperTrail.request(whodunnit: 'Dorian MariƩ') do widget.update name: 'Wibble' end ``` #### Setting `whodunnit` with a controller callback If your controller has a `current_user` method, PaperTrail provides a callback that will assign `current_user.id` to `whodunnit`. ```ruby class ApplicationController before_action :set_paper_trail_whodunnit end ``` You may want `set_paper_trail_whodunnit` 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: ```ruby class ApplicationController def user_for_paper_trail logged_in? ? current_member.id : 'Public user' # or whatever end end ``` See also: [Setting whodunnit in the rails console][33] #### Terminator and Originator A version's `whodunnit` column tells us 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` tells us 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.paper_trail_originator`. And to find out who made a "live" object look like it does, call `paper_trail_originator` on the object. ```ruby widget = Widget.find 153 # assume widget has 0 versions PaperTrail.request.whodunnit = 'Alice' widget.update name: 'Yankee' widget.paper_trail.originator # 'Alice' PaperTrail.request.whodunnit = 'Bob' widget.update name: 'Zulu' widget.paper_trail.originator # 'Bob' first_version, last_version = widget.versions.first, widget.versions.last first_version.whodunnit # 'Alice' first_version.paper_trail_originator # nil first_version.terminator # 'Alice' last_version.whodunnit # 'Bob' last_version.paper_trail_originator # 'Alice' last_version.terminator # 'Bob' ``` #### Storing an ActiveRecord globalid in whodunnit If you would like `whodunnit` to return an `ActiveRecord` object instead of a string, please try the [paper_trail-globalid][37] gem. ### 4.b. Associations To track and reify associations, use [paper_trail-association_tracking][6] (PT-AT). From 2014 to 2018, association tracking was an experimental feature, but many issues were discovered. To attract new volunteers to address these issues, PT-AT was extracted (see https://github.com/paper-trail-gem/paper_trail/issues/1070). Even though it had always been an experimental feature, we didn't want the extraction of PT-AT to be a breaking change, so great care was taken to remove it slowly. - In PT 9, PT-AT was kept as a runtime dependency. - In PT 10, it became a development dependency (If you use it you must add it to your own `Gemfile`) and we kept running all of its tests. - In PT 11, it will no longer be a development dependency, and it is responsible for its own tests. #### 4.b.1 The optional `item_subtype` column As of PT 10, users may add an `item_subtype` column to their `versions` table. When storing versions for STI models, rails stores the base class in `item_type` (that's just how polymorphic associations like `item` work) In addition, PT will now store the subclass in `item_subtype`. If this column is present PT-AT will use it to fix a rare issue with reification of STI subclasses. ```ruby add_column :versions, :item_subtype, :string, null: true ``` So, if you use PT-AT and STI, the addition of this column is recommended. - https://github.com/paper-trail-gem/paper_trail/issues/594 - https://github.com/paper-trail-gem/paper_trail/pull/1143 - https://github.com/westonganger/paper_trail-association_tracking/pull/5 ### 4.c. Storing Metadata You can add your own custom columns to your `versions` table. Values can be given using **Model Metadata** or **Controller Metadata**. #### Model Metadata You can specify metadata in the model using `has_paper_trail(meta:)`. ```ruby class Article < ActiveRecord::Base belongs_to :author has_paper_trail( meta: { author_id: :author_id, # model attribute word_count: :count_words, # arbitrary model method answer: 42, # scalar value editor: proc { |article| article.editor.full_name } # a Proc } ) def count_words 153 end end ``` #### Metadata from Controllers You can also store any information you like from your controller. Override the `info_for_paper_trail` method in your controller to return a hash whose keys correspond to columns in your `versions` table. ```ruby class ApplicationController def info_for_paper_trail { ip: request.remote_ip, user_agent: request.user_agent } end end ``` #### Advantages of Metadata Why would you do this? In this example, `author_id` is an attribute of `Article` and PaperTrail will store it anyway in a serialized 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: ```ruby PaperTrail::Version.where(author_id: author_id) ``` #### Metadata can Override PaperTrail Columns **Experts only**. Metadata will override the normal values that PT would have inserted into its own columns. | *PT Column* | *How bad of an idea?* | *Alternative* | | -------------- | --------------------- | ----------------------------- | | item_type | terrible idea | | | item_id | terrible idea | | | event | meh | paper_trail_event | | whodunnit | meh | PaperTrail.request.whodunnit= | | object | a little dangerous | | | object_changes | a little dangerous | | ## 5. ActiveRecord ### 5.a. Single Table Inheritance (STI) PaperTrail supports [Single Table Inheritance][39], and even supports an un-versioned base model, as of `23ffbdc7e1`. ```ruby class Fruit < ActiveRecord::Base # un-versioned base model end class Banana < Fruit has_paper_trail end ``` However, there is a known issue when reifying [associations](#associations), see https://github.com/paper-trail-gem/paper_trail/issues/594 ### 5.b. Configuring the `versions` Association You may configure the name of the `versions` association by passing a different name (default is `:versions`) in the `versions:` options hash: ```ruby class Post < ActiveRecord::Base has_paper_trail versions: { name: :drafts } end Post.new.versions # => NoMethodError ``` You may pass a [scope](https://api.rubyonrails.org/classes/ActiveRecord/Associations/ClassMethods.html#method-i-has_many-label-Scopes) to the `versions` association with the `scope:` option: ```ruby class Post < ActiveRecord::Base has_paper_trail versions: { scope: -> { order("id desc") } } # Equivalent to: has_many :versions, -> { order("id desc") }, class_name: 'PaperTrail::Version', as: :item end ``` Any other [options supported by `has_many`](https://api.rubyonrails.org/classes/ActiveRecord/Associations/ClassMethods.html#method-i-has_many-label-Options) can be passed along to the `has_many` macro via the `versions:` options hash. ```ruby class Post < ActiveRecord::Base has_paper_trail versions: { extend: VersionsExtensions, autosave: false } end ``` Overriding (instead of configuring) the `versions` method is not supported. Overriding associations is not recommended in general. ### 5.c. Generators PaperTrail has one generator, `paper_trail:install`. It writes, but does not run, a migration file. The migration adds (at least) the `versions` table. The most up-to-date documentation for this generator can be found by running `rails generate paper_trail:install --help`, but a copy is included here for convenience. ``` Usage: rails generate paper_trail:install [options] Options: [--with-changes], [--no-with-changes] # Store changeset (diff) with each version Runtime options: -f, [--force] # Overwrite files that already exist -p, [--pretend], [--no-pretend] # Run but do not make any changes -q, [--quiet], [--no-quiet] # Suppress status output -s, [--skip], [--no-skip] # Skip files that already exist Generates (but does not run) a migration to add a versions table. ``` ### 5.d. Protected Attributes As of version 6, PT no longer supports rails 3 or the [protected_attributes][17] gem. If you are still using them, you may use PT 5 or lower. We recommend upgrading to [strong_parameters][18] as soon as possible. If you must use [protected_attributes][17] for now, and want to use PT > 5, you can reopen `PaperTrail::Version` and add the following `attr_accessible` fields: ```ruby # app/models/paper_trail/version.rb module PaperTrail class Version < ActiveRecord::Base include PaperTrail::VersionConcern attr_accessible :item_type, :item_id, :event, :whodunnit, :object, :object_changes, :created_at end end ``` This *unsupported workaround* has been tested with protected_attributes 1.0.9 / rails 4.2.8 / paper_trail 7.0.3. ## 6. Extensibility ### 6.a. Custom Version Classes You can specify custom version subclasses with the `:class_name` option: ```ruby class PostVersion < PaperTrail::Version # custom behaviour, e.g: self.table_name = :post_versions end class Post < ActiveRecord::Base has_paper_trail versions: { class_name: 'PostVersion' } end ``` 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`). #### Advantages 1. For models which have a lot of versions, storing each model's versions in a separate table can improve the performance of certain database queries. 1. Store different version [metadata](#4c-storing-metadata) for different models. #### Configuration If you are using Postgres, you should also define the sequence that your custom version class will use: ```ruby class PostVersion < PaperTrail::Version self.table_name = :post_versions self.sequence_name = :post_versions_id_seq end ``` If you only use custom version classes and don't have a `versions` table, you must let ActiveRecord know that the `PaperTrail::Version` class is an `abstract_class`. ```ruby # app/models/paper_trail/version.rb module PaperTrail class Version < ActiveRecord::Base include PaperTrail::VersionConcern self.abstract_class = true end end ``` You can also specify custom names for the versions and version associations. This is useful if you already have `versions` or/and `version` methods on your model. For example: ```ruby class Post < ActiveRecord::Base has_paper_trail versions: { name: :paper_trail_versions }, version: :paper_trail_version # Existing versions method. We don't want to clash. def versions # ... end # Existing version method. We don't want to clash. def version # ... end end ``` ### 6.b. Custom Serializer By default, PaperTrail stores your changes as a `YAML` dump. You can override this with the serializer config option: ```ruby PaperTrail.serializer = MyCustomSerializer ``` A valid serializer is a `module` (or `class`) that defines a `load` and `dump` method. These serializers are included in the gem for your convenience: * [PaperTrail::Serializers::YAML][24] - Default * [PaperTrail::Serializers::JSON][25] #### PostgreSQL JSON column type support If you use PostgreSQL, and would like to store your `object` (and/or `object_changes`) data in a column of [type `json` or type `jsonb`][26], specify `json` instead of `text` for these columns in your migration: ```ruby create_table :versions do |t| # ... t.json :object # Full object changes t.json :object_changes # Optional column-level changes # ... end ``` If you use the PostgreSQL `json` or `jsonb` column type, you do not need to specify a `PaperTrail.serializer`. ##### Convert existing YAML data to JSON If you've been using PaperTrail for a while with the default YAML serializer and you want to switch to JSON or JSONB, you're in a bit of a bind because there's no automatic way to migrate your data. The first (slow) option is to loop over every record and parse it in Ruby, then write to a temporary column: ```ruby add_column :versions, :new_object, :jsonb # or :json # add_column :versions, :new_object_changes, :jsonb # or :json # PaperTrail::Version.reset_column_information # needed for rails < 6 PaperTrail::Version.where.not(object: nil).find_each do |version| version.update_column(:new_object, YAML.load(version.object)) # if version.object_changes # version.update_column( # :new_object_changes, # YAML.load(version.object_changes) # ) # end end remove_column :versions, :object # remove_column :versions, :object_changes rename_column :versions, :new_object, :object # rename_column :versions, :new_object_changes, :object_changes ``` This technique can be very slow if you have a lot of data. Though slow, it is safe in databases where transactions are protected against DDL, such as Postgres. In databases without such protection, such as MySQL, a table lock may be necessary. If the above technique is too slow for your needs, and you're okay doing without PaperTrail data temporarily, you can create the new column without converting the data. ```ruby rename_column :versions, :object, :old_object add_column :versions, :object, :jsonb # or :json ``` After that migration, your historical data still exists as YAML, and new data will be stored as JSON. Next, convert records from YAML to JSON using a background script. ```ruby PaperTrail::Version.where.not(old_object: nil).find_each do |version| version.update_columns old_object: nil, object: YAML.load(version.old_object) end ``` Finally, in another migration, remove the old column. ```ruby remove_column :versions, :old_object ``` If you use the optional `object_changes` column, don't forget to convert it also, using the same technique. ##### Convert a Column from Text to JSON If your `object` column already contains JSON data, and you want to change its data type to `json` or `jsonb`, you can use the following [DDL][36]. Of course, if your `object` column contains YAML, you must first convert the data to JSON (see above) before you can change the column type. Using SQL: ```sql alter table versions alter column object type jsonb using object::jsonb; ``` Using ActiveRecord: ```ruby class ConvertVersionsObjectToJson < ActiveRecord::Migration def up change_column :versions, :object, 'jsonb USING object::jsonb' end def down change_column :versions, :object, 'text USING object::text' end end ``` ### 6.c. Custom Object Changes To fully control the contents of their `object_changes` column, expert users can write an adapter. ```ruby PaperTrail.config.object_changes_adapter = MyObjectChangesAdapter.new class MyObjectChangesAdapter # @param changes Hash # @return Hash def diff(changes) # ... end end ``` You should only use this feature if you are comfortable reading PT's source to see exactly how the adapter is used. For example, see how `diff` is used by reading `::PaperTrail::Events::Base#recordable_object_changes`. An adapter can implement any or all of the following methods: 1. diff: Returns the changeset in the desired format given the changeset in the original format 2. load_changeset: Returns the changeset for a given version object 3. where_object_changes: Returns the records resulting from the given hash of attributes. Depending on what your adapter does, you may have to implement all three. For an example of a complete and useful adapter, see [paper_trail-hashdiff](https://github.com/hashwin/paper_trail-hashdiff) ### 6.d. Excluding the Object Column The `object` column ends up storing a lot of duplicate data if you have models that have many columns, and that are updated many times. You can save ~50% of storage space by removing the column from the versions table. It's important to note that this will disable `reify` and `where_object`. ## 7. Testing You may want to turn PaperTrail off to speed up your tests. See [Turning PaperTrail Off](#2d-turning-papertrail-off) above. ### 7.a. Minitest First, disable PT for the entire `ruby` process. ```ruby # in config/environments/test.rb config.after_initialize do PaperTrail.enabled = false end ``` Then, to enable PT for specific tests, you can add a `with_versioning` test helper method. ```ruby # in test/test_helper.rb def with_versioning was_enabled = PaperTrail.enabled? was_enabled_for_request = PaperTrail.request.enabled? PaperTrail.enabled = true PaperTrail.request.enabled = true begin yield ensure PaperTrail.enabled = was_enabled PaperTrail.request.enabled = was_enabled_for_request end end ``` Then, use the helper in your tests. ```ruby test 'something that needs versioning' do with_versioning do # your test end end ``` ### 7.b. RSpec PaperTrail provides a helper, `paper_trail/frameworks/rspec.rb`, that works with [RSpec][27] to make it easier to control when `PaperTrail` is enabled during testing. ```ruby # spec/rails_helper.rb ENV["RAILS_ENV"] ||= 'test' require 'spec_helper' require File.expand_path("../../config/environment", __FILE__) require 'rspec/rails' # ... require 'paper_trail/frameworks/rspec' ``` With the helper loaded, PaperTrail will be turned off for all tests by default. To enable PaperTrail for a test you can either wrap the test in a `with_versioning` block, or pass in `versioning: true` option to a spec block. ```ruby describe 'RSpec test group' do it 'by default, PaperTrail will be turned off' do expect(PaperTrail).to_not be_enabled end with_versioning do it 'within a `with_versioning` block it will be turned on' do expect(PaperTrail).to be_enabled end end it 'can be turned on at the `it` or `describe` level', versioning: true do expect(PaperTrail).to be_enabled end end ``` The helper will also reset `whodunnit` to `nil` before each test to help prevent data spillover between tests. If you are using PaperTrail with Rails, the helper will automatically set the `PaperTrail.request.controller_info` value to `{}` as well, again, to help prevent data spillover between tests. There is also a `be_versioned` matcher provided by PaperTrail's RSpec helper which can be leveraged like so: ```ruby class Widget < ActiveRecord::Base end describe Widget do it 'is not versioned by default' do is_expected.to_not be_versioned end describe 'add versioning to the `Widget` class' do before(:all) do class Widget < ActiveRecord::Base has_paper_trail end end it 'enables paper trail' do is_expected.to be_versioned end end end ``` #### Matchers The `have_a_version_with` matcher makes assertions about versions using `where_object`, based on the `object` column. ```ruby describe '`have_a_version_with` matcher' do it 'is possible to do assertions on version attributes' do widget.update!(name: 'Leonard', an_integer: 1) widget.update!(name: 'Tom') widget.update!(name: 'Bob') expect(widget).to have_a_version_with name: 'Leonard', an_integer: 1 expect(widget).to have_a_version_with an_integer: 1 expect(widget).to have_a_version_with name: 'Tom' end end ``` The `have_a_version_with_changes` matcher makes assertions about versions using `where_object_changes`, based on the optional [`object_changes` column](#3c-diffing-versions). ```ruby describe '`have_a_version_with_changes` matcher' do it 'is possible to do assertions on version changes' do widget.update!(name: 'Leonard', an_integer: 1) widget.update!(name: 'Tom') widget.update!(name: 'Bob') expect(widget).to have_a_version_with_changes name: 'Leonard', an_integer: 2 expect(widget).to have_a_version_with_changes an_integer: 2 expect(widget).to have_a_version_with_changes name: 'Bob' end end ``` For more examples of the RSpec matchers, see the [Widget spec](https://github.com/paper-trail-gem/paper_trail/blob/master/spec/models/widget_spec.rb) ### 7.c. Cucumber PaperTrail provides a helper for [Cucumber][28] that works similar to the RSpec helper. If you want to use the helper, you will need to require in your cucumber helper like so: ```ruby # features/support/env.rb ENV["RAILS_ENV"] ||= 'cucumber' require File.expand_path(File.dirname(__FILE__) + '/../../config/environment') # ... require 'paper_trail/frameworks/cucumber' ``` When the helper is loaded, PaperTrail will be turned off for all scenarios by a `before` hook added by the helper by default. When you want to enable PaperTrail for a scenario, you can wrap code in a `with_versioning` block in a step, like so: ```ruby Given /I want versioning on my model/ do with_versioning do # PaperTrail will be turned on for all code inside of this block end end ``` The helper will also reset the `whodunnit` value to `nil` before each test to help prevent data spillover between tests. If you are using PaperTrail with Rails, the helper will automatically set the `PaperTrail.request.controller_info` value to `{}` as well, again, to help prevent data spillover between tests. ### 7.d. Spork If you want to use the `RSpec` or `Cucumber` helpers with [Spork][29], you will need to manually require the helper(s) in your `prefork` block on your test helper, like so: ```ruby # spec/rails_helper.rb require 'spork' Spork.prefork do # This file is copied to spec/ when you run 'rails generate rspec:install' ENV["RAILS_ENV"] ||= 'test' require 'spec_helper' require File.expand_path("../../config/environment", __FILE__) require 'rspec/rails' require 'paper_trail/frameworks/rspec' require 'paper_trail/frameworks/cucumber' # ... end ``` ### 7.e. Zeus or Spring If you want to use the `RSpec` or `Cucumber` helpers with [Zeus][30] or [Spring][31], you will need to manually require the helper(s) in your test helper, like so: ```ruby # spec/rails_helper.rb ENV["RAILS_ENV"] ||= 'test' require 'spec_helper' require File.expand_path("../../config/environment", __FILE__) require 'rspec/rails' require 'paper_trail/frameworks/rspec' ``` ## 8. PaperTrail Plugins - [paper_trail-association_tracking][6] - track and reify associations - [paper_trail-globalid][49] - enhances whodunnit by adding an `actor` ## 9. Integration with Other Libraries - [ActiveAdmin][42] - [paper_trail_manager][46] - Browse, subscribe, view and revert changes to records with rails and paper_trail - [rails_admin_history_rollback][51] - History rollback for rails_admin with PT - Sinatra - [paper_trail-sinatra][41] - [globalize][45] - [globalize-versioning][44] - [solidus_papertrail][47] - PT integration for Solidus method to instances of PaperTrail::Version that returns the ActiveRecord object who was responsible for change ## 10. Related Libraries and Ports - [izelnakri/paper_trail][50] - An Ecto library, inspired by PT. - [sequelize-paper-trail][48] - A JS library, inspired by PT. A sequelize plugin for tracking revision history of model instances. ## Articles * [Jutsu #8 - Version your RoR models with PaperTrail](http://samurails.com/gems/papertrail/), [Thibault](http://samurails.com/about-me/), 29th September 2014 * [Versioning with PaperTrail](http://www.sitepoint.com/versioning-papertrail), [Ilya Bodrov](http://www.sitepoint.com/author/ibodrov), 10th April 2014 * [Using PaperTrail to track stack traces](http://web.archive.org/web/20141120233916/http://rubyrailsexpert.com/?p=36), T James Corcoran's blog, 1st October 2013. * [RailsCast #255 - Undo with PaperTrail](http://railscasts.com/episodes/255-undo-with-paper-trail), 28th February 2011. * [Keep a Paper Trail with PaperTrail](http://www.linux-mag.com/id/7528), Linux Magazine, 16th September 2009. ## Problems Please use GitHub's [issue tracker](https://github.com/paper-trail-gem/paper_trail/issues). ## Contributors Created by Andy Stewart in 2010, maintained since 2012 by Ben Atkins, since 2015 by Jared Beck, with contributions by over 150 people. https://github.com/paper-trail-gem/paper_trail/graphs/contributors ## Contributing See our [contribution guidelines][43] ## Inspirations * [Simply Versioned](https://github.com/jerome/simply_versioned) * [Acts As Audited](https://github.com/collectiveidea/audited) ## Intellectual Property Copyright (c) 2011 Andy Stewart (boss@airbladesoftware.com). Released under the MIT licence. [1]: http://api.rubyonrails.org/classes/ActiveRecord/Locking/Optimistic.html [2]: https://github.com/paper-trail-gem/paper_trail/issues/163 [3]: http://railscasts.com/episodes/255-undo-with-paper-trail [4]: https://api.travis-ci.org/paper-trail-gem/paper_trail.svg?branch=master [5]: https://travis-ci.org/paper-trail-gem/paper_trail [6]: https://github.com/westonganger/paper_trail-association_tracking [9]: https://github.com/paper-trail-gem/paper_trail/tree/3.0-stable [10]: https://github.com/paper-trail-gem/paper_trail/tree/2.7-stable [11]: https://github.com/paper-trail-gem/paper_trail/tree/rails2 [14]: https://raw.github.com/paper-trail-gem/paper_trail/master/lib/generators/paper_trail/templates/create_versions.rb [16]: https://github.com/paper-trail-gem/paper_trail/issues/113 [17]: https://github.com/rails/protected_attributes [18]: https://github.com/rails/strong_parameters [19]: http://github.com/myobie/htmldiff [20]: http://github.com/pvande/differ [21]: https://github.com/halostatue/diff-lcs [22]: http://github.com/jeremyw/paper_trail/blob/master/lib/paper_trail/has_paper_trail.rb#L151-156 [23]: http://github.com/tim/activerecord-diff [24]: https://github.com/paper-trail-gem/paper_trail/blob/master/lib/paper_trail/serializers/yaml.rb [25]: https://github.com/paper-trail-gem/paper_trail/blob/master/lib/paper_trail/serializers/json.rb [26]: http://www.postgresql.org/docs/9.4/static/datatype-json.html [27]: https://github.com/rspec/rspec [28]: http://cukes.info [29]: https://github.com/sporkrb/spork [30]: https://github.com/burke/zeus [31]: https://github.com/rails/spring [32]: http://api.rubyonrails.org/classes/ActiveRecord/AutosaveAssociation.html#method-i-mark_for_destruction [33]: https://github.com/paper-trail-gem/paper_trail/wiki/Setting-whodunnit-in-the-rails-console [34]: https://github.com/rails/rails/blob/591a0bb87fff7583e01156696fbbf929d48d3e54/activerecord/lib/active_record/fixtures.rb#L142 [35]: https://dev.mysql.com/doc/refman/5.6/en/fractional-seconds.html [36]: http://www.postgresql.org/docs/9.4/interactive/ddl.html [37]: https://github.com/ankit1910/paper_trail-globalid [38]: https://github.com/sferik/rails_admin [39]: http://api.rubyonrails.org/classes/ActiveRecord/Base.html#class-ActiveRecord::Base-label-Single+table+inheritance [40]: http://api.rubyonrails.org/classes/ActiveRecord/Associations/ClassMethods.html#module-ActiveRecord::Associations::ClassMethods-label-Polymorphic+Associations [41]: https://github.com/jaredbeck/paper_trail-sinatra [42]: https://github.com/activeadmin/activeadmin/wiki/Auditing-via-paper_trail-%28change-history%29 [43]: https://github.com/paper-trail-gem/paper_trail/blob/master/.github/CONTRIBUTING.md [44]: https://github.com/globalize/globalize-versioning [45]: https://github.com/globalize/globalize [46]: https://github.com/fusion94/paper_trail_manager [47]: https://github.com/solidusio-contrib/solidus_papertrail [48]: https://github.com/nielsgl/sequelize-paper-trail [49]: https://github.com/ankit1910/paper_trail-globalid [50]: https://github.com/izelnakri/paper_trail [51]: https://github.com/rikkipitt/rails_admin_history_rollback [52]: http://guides.rubyonrails.org/active_record_callbacks.html [53]: https://badge.fury.io/rb/paper_trail.svg [54]: https://rubygems.org/gems/paper_trail [55]: https://api.dependabot.com/badges/compatibility_score?dependency-name=paper_trail&package-manager=bundler&version-scheme=semver [56]: https://dependabot.com/compatibility-score.html?dependency-name=paper_trail&package-manager=bundler&version-scheme=semver