# Pundit Pundit provides a set of helpers which simplify writing authorization systems for Ruby on Rails according to a pattern of using pure Ruby classes and object oriented design patterns. ## Installation ``` ruby gem "pundit" ``` Include Pundit in your application controller: ``` ruby class ApplicationController < ActionController::Base include Pundit protect_from_forgery end ``` Optionally, you can run the generator, which will set up an application policy with some useful default for you: ``` sh rails g pundit:install ``` ## Policies Pundit is focused around the notion of policy classes. We suggest that you put these classes in `app/policies`. This is a simple example: ``` ruby class PostPolicy attr_reader :user, :post def initialize(user, post) @user = user @post = post end def create? user.admin? or not post.published? end end ``` As you can see, this is just a plain Ruby class. As a convenience, we can inherit from Struct: ``` ruby class PostPolicy < Struct.new(:user, :post) def create? user.admin? or not post.published? end end ``` Pundit makes the following assumptions about this class: - The class has the same name as some kind of model class, only suffixed with the word "Policy". - The first argument is a user. In your controller, Pundit will call the `current_user` method to retrieve what to send into this argument - The second argument is some kind of model object, whose authorization you want to check. This does not need to be an ActiveRecord or even an ActiveModel object, it can be anything really. - The class implements some kind of query method, in this case `create?`. Usually, this will map to the name of a particular controller action. That's it really. Supposing that you have an instance of class `Post`, Pundit now lets you do this in your controller: ``` ruby def create @post = Post.new(params[:post]) authorize @post if @post.save redirect_to @post else render :new end end ``` The authorize method automatically infers that `Post` will have a matching `PostPolicy` class, and instantiates this class, handing in the current user and the given record. It then infers from the action name, that it should call `create?` on this instance of the policy. In this case, you can imagine that `authorize` would have done something like this: ``` ruby raise "not authorized" unless PostPolicy.new(current_user, @post).create? ``` You can pass a second arguent to `authorize` if the name of the permission you want to check doesn't match the action name. For example: ``` ruby def publish @post = Post.find(params[:id]) authorize @post, :update? @post.publish! redirect_to @post end ``` You can easily get a hold of an instance of the policy through the `policy` method in both the view and controller. This is especially useful for conditionally showing links or buttons in the view: ``` erb <% if policy(@post).create? %> <%= link_to "New post", new_post_path %> <% end %> ``` ## Ensuring policies are used Pundit adds a method called `verify_authorized` to your controllers. This method will raise an exception if `authorize` has not yet been called. You should run this method in an `after_filter` to ensure that you haven't forgotten to authorize the action. For example: ``` ruby class ApplicationController < ActionController::Base after_filter :verify_authorized, :except => :index end ``` ## Scopes Often, you will want to have some kind of view listing records which a particular user has access to. When using Pundit, you are expected to define a class called a policy scope. It can look something like this: ``` ruby class PostPolicy < Struct.new(:user, :post) class Scope < Struct.new(:user, :scope) def resolve if user.admin? scope else scope.where(:published => true) end end end def create? user.admin? or not post.published? end end ``` Pundit makes the following assumptions about this class: - The class has the name `Scope` and is nested under the policy class. - The first argument is a user. In your controller, Pundit will call the `current_user` method to retrieve what to send into this argument. - The second argument is a scope of some kind on which to perform some kind of query. It will usually be an ActiveRecord class or a `ActiveRecord::Relation`, but it could be something else entirely. - Instances of this class respond to the method `resolve`, which should return some kind of result which can be iterated over. For ActiveRecord classes, this would usually be an `ActiveRecord::Relation`. You can now use this class from your controller via the `policy_scope` method: ``` ruby def index @posts = policy_scope(Post) end ``` Just as with your policy, this will automatically infer that you want to use the `PostPolicy::Scope` class, it will instantiate this class and call `resolve` on the instance. In this case it is a shortcut for doing: ``` ruby def index @posts = PostPolicy::Scope.new(current_user, Post).resolve end ``` You can, and are encouraged to, use this method in views: ``` erb <% policy_scope(@user.posts).each do |post| %>
<% link_to @post.title, post_path(post) %>
<% end %> ``` ## Just plain old Ruby As you can see, Pundit doesn't do anything you couldn't have easily done yourself. It's a very small library, it just provides a few neat helpers. Together these give you the power of building a well structured, fully working authorization system without using any special DSLs or funky syntax or anything. Remember that all of the policy and scope classes are just plain Ruby classes, which means you can use the same mechanisms you always use to DRY things up. Encapsulate a set of permissions into a module and include them in multiple policies. Use `alias_method` to make some permissions behave the same as others. Inherit from a base set of permissions. Use metaprogramming if you really have to. ## Generator Use the supplied generator to generate policies: ``` sh rails g pundit:policy post ``` ## Closed systems In many applications, only logged in users are really able to do anything. If you're building such a system, it can be kind of cumbersome to check that the user in a policy isn't `nil` for every single permission. We suggest that you define a filter that redirects unauthenticated users to the login page. As a secondary defence, if you've defined an ApplicationPolicy, it might be a good idea to raise an exception if somehow an unauthenticated user got through. This way you can fail more gracefully. ``` ruby class ApplicationPolicy def initialize(user, record) raise Pundit::NotAuthorized, "must be logged in" unless user @user = user @record = record end end ``` ## Manually retrieving policies and scopes Sometimes you want to retrieve a policy for a record outside the controller or view. For example when you delegate permissions from one policy to another. You can easily retrieve policies and scopes like this: ``` ruby Pundit.policy!(user, post) Pundit.policy(user, post) Pundit.policy_scope!(user, Post) Pundit.policy_scope(user, Post) ``` The bang methods will raise an exception if the policy does not exist, whereas those without the bang will return nil. # License Licensed under the MIT license, see the separate LICENSE.txt file.