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history tracking, auditing, undo, redo for mongoid

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README.md

mongoid-history

Build Status Dependency Status

In frustration of Mongoid::Versioning, I created this plugin for tracking historical changes for any document, including embedded ones. It achieves this by storing all history tracks in a single collection that you define. (See Usage for more details) Embedded documents are referenced by storing an association path, which is an array of document_name and document_id fields starting from the top most parent document and down to the embedded document that should track history.

This plugin implements multi-user undo, which allows users to undo any history change in any order. Undoing a document also creates a new history track. This is great for auditing and preventing vandalism, but it is probably not suitable for use cases such as a wiki.

Note

Please don't use 0.1.8 and 0.2.0.

They won't work in Rails because there was an error in the sweeper that causes history tracker creation to fail. Upgrade to version 0.2.1 instead as it is able to track history on embeds_one documents correctly.

Refactor in progress

If you feel brave, you can look at the refactor branch and get a feel of what's coming. As I stated many times before, this gem was originally hacked up in one evening, and got patched many times by various fellow users. Thus the code has become pretty unmanagable over time. The refactor branch tries repay this technical debt by breaking things down into smaller class and implement better tests. Stay tuned! :D

Upgrading from mongoid-history-0.1.x to >= 0.2

If you are upgrade from 0.1.x to version 0.2.x, you need to run the following code before you start to use the 0.2.x. This is due to changes in Mongoid::History::Tracker's association_chain field.

Mongoid::History.tracker_class.all.each do |tracker|
  tracker.association_chain[1..-1].each do |node|
    node['name'] = node['name'].tableize
  end
  tracker.save!
end

Install

Currently this gem supports ruby 1.9.x only. ruby 1.8.7, ree and rubinus are not working right now.

gem install mongoid-history

Rails 3

In your Gemfile:

gem 'mongoid-history'

Usage

Here is a quick example on how to use this plugin. For more details, please look at spec/integration/integration_spec.rb. It offers more detailed examples on how to use Mongoid::History.

Create a History Tracker

Create a new class to track histories. All histories are stored in this tracker. The name of the class can be anything you like. The only requirement is that it includes Mongoid::History::Tracker

# app/models/history_tracker.rb
class HistoryTracker
  include Mongoid::History::Tracker
end

Set Tracker Class Name

You should manually set the tracker class name to make sure your tracker can be found and loaded properly. You can skip this step if you manually require your tracker before using any trackables. If you don't know what I'm talking about, then you should just follow the example below.

Here is an example of setting the tracker class name using a rails initializer

# config/initializers/mongoid-history.rb
# initializer for mongoid-history
# assuming HistoryTracker is your tracker class
Mongoid::History.tracker_class_name = :history_tracker

Set #current_user method name

You can set name of method which returns currently logged in user if you don't want to set modifier explicitly on every update.

Here is an example of setting the current_user_method using a rails initializer

# config/initializers/mongoid-history.rb
# initializer for mongoid-history
# assuming you're using devise/authlogic
Mongoid::History.current_user_method = :current_user

When current_user_method is set mongoid-history call this method on each update and set it as modifier

# Assume that current_user return #<User _id: 1>
post = Post.first
post.update_attributes(:title => 'New title')

post.history_tracks.last.modifier #=> #<User _id: 1>

Create Trackable classes and objects

class Post
  include Mongoid::Document
  include Mongoid::Timestamps

  # History tracking all Post Documents
  # Note: Tracking will not work until #track_history is invoked
  include Mongoid::History::Trackable

  field           :title
  field           :body
  field           :rating
  embeds_many     :comments

  # Telling Mongoid::History how you want to track
  track_history   :on => [:title, :body],       # I want to track title and body fields only. Default is :all
                  :modifier_field => :modifier, # Adds "referened_in :modifier" to track who made the change. Default is :modifier
                  :version_field => :version,   # Adds "field :version, :type => Integer" to track current version. Default is :version
                  :track_create   =>  false,    # Do you want to track document creation? Default is false
                  :track_update   =>  true,     # Do you want to track document updates? Default is true
                  :track_destroy  =>  false,    # Do you want to track document destruction? Default is false
end

class Comment
  include Mongoid::Document
  include Mongoid::Timestamps

  # Declare that we want to track comments
  include Mongoid::History::Trackable

  field             :title
  field             :body
  embedded_in       :post, :inverse_of => :comments

  # Track title and body for all comments, scope it to post (the parent)
  # Also track creation and destruction
  track_history     :on => [:title, :body], :scope => :post, :track_create => true, :track_destroy => true
end

# The modifier can be specified as well
class User
  include Mongoid::Document
  include Mongoid::Timestamps

  field             :name
end

user = User.create(:name => "Aaron")
post = Post.create(:title => "Test", :body => "Post", :modifier => user)
comment = post.comments.create(:title => "test", :body => "comment", :modifier => user)
comment.history_tracks.count # should be 1

comment.update_attributes(:title => "Test 2")
comment.history_tracks.count # should be 2

track = comment.history_tracks.last

track.undo! user # comment title should be "Test"

track.redo! user # comment title should be "Test 2"

# undo last change
comment.undo! user

# undo versions 1 - 4
comment.undo! user, :from => 4, :to => 1

# undo last 3 versions
comment.undo! user, :last => 3

# redo versions 1 - 4
comment.redo! user, :from => 1, :to => 4

# redo last 3 versions
comment.redo! user, :last => 3

# delete post
post.destroy

# undelete post
post.undo! user

# disable tracking for comments within a block
Comment.disable_tracking do
  comment.update_attributes(:title => "Test 3")
end

Contributing to mongoid-history

  • Check out the latest master to make sure the feature hasn't been implemented or the bug hasn't been fixed yet
  • Check out the issue tracker to make sure someone already hasn't requested it and/or contributed it
  • Fork the project
  • Start a feature/bugfix branch
  • Commit and push until you are happy with your contribution
  • Make sure to add tests for it. This is important so I don't break it in a future version unintentionally.
  • Please try not to mess with the Rakefile, version, or history. If you want to have your own version, or is otherwise necessary, that is fine, but please isolate to its own commit so I can cherry-pick around it.

Copyright

Copyright (c) 2011 Aaron Qian. See LICENSE.txt for further details.

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