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hobopermissions.lyx
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hobopermissions.lyx
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#LyX 2.0 created this file. For more info see http://www.lyx.org/
\lyxformat 413
\begin_document
\begin_header
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\begin_body
\begin_layout Chapter
Chapter 8
\begin_inset Newline newline
\end_inset
THE HOBO PERMISSION SYSTEM
\end_layout
\begin_layout Standard
The Hobo Permission System (aka “permissions”) is an extension to Rails
Active Record that allows you to define
\begin_inset Flex Emph
status collapsed
\begin_layout Plain Layout
which actions on your models are permitted by which users
\end_layout
\end_inset
.
\end_layout
\begin_layout Standard
Hobo’s controllers and DRYML tag libraries use this information to automatically
customize their behavior according to your definitions.
\end_layout
\begin_layout Section
Introduction
\end_layout
\begin_layout Standard
One of the core pieces of the Hobo puzzle is the permission system.
The permission system itself lives in the model layer - it is a set of
extensions to Active Record models.
It’s not a particularly complex set of extensions but the overall effect
in Hobo is very powerful.
This comes not so much from the permission system itself, but from how
it is
\begin_inset Flex Emph
status collapsed
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used
\end_layout
\end_inset
.
Hobo’s controllers use the permission system to decide if a given request
is allowed or not.
In the view layer, the Rapid tag library uses the permission system to
decide what to render for the currently logged in user.
\end_layout
\begin_layout Standard
To understand how it all fits together, it’s helpful to be clear about this
distinction:
\end_layout
\begin_layout Standard
\begin_inset Flex Emph
status collapsed
\begin_layout Plain Layout
The permission system is a model level feature, but it is used in both the
controller and view layers.
\end_layout
\end_inset
\end_layout
\begin_layout Standard
This guide will be mostly about how it all works in the model layer, but
we’ll also talk a little about how the controllers and tags use the permissions.
\end_layout
\begin_layout Standard
At its heart, the permission system is fairly simple, it just provides methods
on each model that allow the following four questions to be asked:
\end_layout
\begin_layout Standard
Is a given user allowed to:
\end_layout
\begin_layout Itemize
\begin_inset Flex Emph
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Create
\end_layout
\end_inset
this record?
\end_layout
\begin_layout Itemize
\begin_inset Flex Emph
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\begin_layout Plain Layout
Update
\end_layout
\end_inset
the database with the current changes to this record? (Thanks to Active
Record’s ability to track changes)
\end_layout
\begin_layout Itemize
\begin_inset Flex Emph
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Destroy
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the current record?
\end_layout
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View
\end_layout
\end_inset
the current record, or an individual attribute?.
\end_layout
\begin_layout Standard
There is also a fifth permission, which is more of a pseudo permission.
Can this user:
\end_layout
\begin_layout Itemize
\begin_inset Flex Emph
status collapsed
\begin_layout Plain Layout
Edit
\end_layout
\end_inset
a specified attribute of the record
\end_layout
\begin_layout Standard
We call this pseudo permission because it is not a request to actually
\begin_inset Flex Emph
status collapsed
\begin_layout Plain Layout
do something
\end_layout
\end_inset
with the record.
It is more like asking: if, at some point in the future, the user tries
to update this attribute, will that be allowed? Clearly edit permission
is closely related to update permission, but it’s not quite the same.
In fact, you often don’t need to declare edit permissions because Hobo
can figure them out from your update permission.
We’ll cover this in more detail later, but for now just be aware that edit
permission is a bit of an odd-one-out.
\end_layout
\begin_layout Section
Defining permissions
\end_layout
\begin_layout Standard
In a typical Hobo app, the place where the permission system is most prominent
in your own code is your permission declarations.
These are methods, which you define on your models, known as “permission
methods”.
These methods are where you tell the permission system who is allowed to
do what.
The permission methods are called by the framework - it is unusual to call
them yourself.
\end_layout
\begin_layout Subsubsection*
The four basic permission methods
\end_layout
\begin_layout Standard
When you generate a new Hobo model, you get stubs for the following methods.
\end_layout
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def create_permitted?
\end_layout
\end_inset
\end_layout
\begin_layout Itemize
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\begin_layout Plain Layout
def update_permitted?
\end_layout
\end_inset
\end_layout
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def destroy_permitted?
\end_layout
\end_inset
\end_layout
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\begin_inset Flex Code
status collapsed
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def view_permitted?(attribute)
\end_layout
\end_inset
\end_layout
\begin_layout Standard
The methods must return true or false to indicate whether or not the operation
is allowed.
We’ll see some examples in a moment but we first need to look at what informati
on the methods have access to.
\end_layout
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acting_user
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The user performing the action is available via
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acting_user
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method.
This method will always return a user object, even if no one is logged
in to the app, because Hobo has a special
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Guest
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class to represent a user that is not logged in.
Two useful methods that are available on all Hobo user objects are:
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guest?
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– returns true if the user is a guest, i.e.
no-one is logged in.
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signed_up?
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– returns true if the user is a not a guest.
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\begin_layout Standard
So for example, to specify that you must be logged in to create a record:
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\begin_layout Code
def create_permitted?
\end_layout
\begin_layout Code
acting_user.signed_up?
\end_layout
\begin_layout Code
end
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\end_layout
\begin_layout Standard
It’s also common to compare the
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acting_user
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with associations on your model, for example, say your model has an owner:
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belongs_to :owner, :class_name => "User"
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\begin_layout Standard
You can assert that only the owner can make changes like this:
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def update_permitted?
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owner == acting_user
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\begin_layout Code
end
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\begin_layout Standard
There is a downside to that method – the owner association will be fetched
from the database.
That’s not really necessary, as the foreign key that we need has already
been loaded.
Fortunately Hobo adds a comparison method for every belongs_to that avoids
this trip to the database:
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def update_permitted?
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owner_is? acting_user
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\begin_layout Code
end
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\end_inset
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\begin_layout Section
Change tracking
\end_layout
\begin_layout Standard
When deciding if an update is permitted (i.e., in the
\begin_inset Flex Code
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update_permitted?
\end_layout
\end_inset
method), it will often be important to know what exactly has changed.
In a previous version of Hobo we had to jump through a lot of hoops to
make this information available.
No longer – Active Record now tracks all changes made to an object.
For example, say you wish to find out about changes to an attribute
\begin_inset Flex Code
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status
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.
The following methods (among others) are available:
\end_layout
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status_changed?
\end_layout
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- returns true if the attribute has been changed
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status_was
\end_layout
\end_inset
- returns the old value of the attribute
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\begin_layout Standard
Note that these methods are only available on attributes, not on associations.
However, as a convenience Hobo models add
\begin_inset Flex Code
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*_changed?
\end_layout
\end_inset
for all
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belongs_to
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associations.
For example, the following definition means that only signed up users can
make changes, and the
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status
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attribute cannot be changed by anyone:
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def update_permitted?
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acting_user.signed_up? && !status_changed?
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end
\end_layout
\end_inset
\end_layout
\begin_layout Standard
As a stylistic point, sometimes it can be clearer to use early returns,
rather than to build up a large and complex boolean expression.
This approach is also a bit easier to apply comments to.
For example:
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\begin_layout Code
def update_permitted? # Must be signed up:
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return false unless acting_user.signed_up?
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\begin_layout Code
!status_changed?
\end_layout
\begin_layout Code
end
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\begin_layout Subsubsection*
Change tracking helpers
\end_layout
\begin_layout Standard
Making assertions about changes to many attributes can quickly get tedious:
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\begin_layout Code
def update_permitted?
\end_layout
\begin_layout Code
!(address1_changed? ||
\end_layout
\begin_layout Code
address2_changed? ||
\end_layout
\begin_layout Code
city_changed? ||
\end_layout
\begin_layout Code
zipcode_changed?)
\end_layout
\begin_layout Code
end
\end_layout
\end_inset
\end_layout
\begin_layout Standard
The permission system provides four helpers to make code like this more
concise and clearer.
Each of these methods are passed one or more attribute names:
\end_layout
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\begin_inset Flex Code
status collapsed
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only_changed?
\end_layout
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– are the attributes passed the only ones that have changed?
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\begin_inset Flex Code
status collapsed
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none_changed?
\end_layout
\end_inset
– have none of the attributes passed been changed?
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\begin_inset Flex Code
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any_changed?
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\end_inset
– have any of the attributes passed been changed?
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all_changed?
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\end_inset
– have all of the attributes passed been changed?
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\begin_layout Standard
So, for example, the previous
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update_permitted?
\end_layout
\end_inset
could be simplified to:
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status open
\begin_layout Code
def update_permitted?
\end_layout
\begin_layout Code
none_changed? :address1, :address2, :city, :zipcode
\end_layout
\begin_layout Code
end
\end_layout
\end_inset
\end_layout
\begin_layout Standard
Ruby tip: if you want to pass an array, use Ruby’s ‘splat’ operator:
\end_layout
\begin_layout Standard
\begin_inset Box Shadowbox
position "t"
hor_pos "c"
has_inner_box 1
inner_pos "t"
use_parbox 0
use_makebox 0
width "100col%"
special "none"
height "1in"
height_special "totalheight"
status open
\begin_layout Code
READ_ONLY_ATTRS = %w(address1 address2 city zipcode)
\end_layout
\begin_layout Code
\end_layout
\begin_layout Code
def update_permitted?
\end_layout
\begin_layout Code
none_changed? *READ_ONLY_ATTRS
\end_layout
\begin_layout Code
end
\end_layout
\end_inset
\end_layout
\begin_layout Standard
Note that you can include the names of
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
belongs_to
\end_layout
\end_inset
associations in your attribute list.
\end_layout
\begin_layout Subsubsection*
Examples
\end_layout
\begin_layout Standard
Let’s go through a few examples.
Here’s a definition that says you cannot create records faking the
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
owner
\end_layout
\end_inset
to be someone else, and
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
state
\end_layout
\end_inset
must be ‘new’:
\end_layout
\begin_layout Standard
\begin_inset Box Shadowbox
position "t"
hor_pos "c"
has_inner_box 1
inner_pos "t"
use_parbox 0
use_makebox 0
width "100col%"
special "none"
height "1in"
height_special "totalheight"
status open
\begin_layout Code
def create_permitted?
\end_layout
\begin_layout Code
return false unless owner_is? acting_user
\end_layout
\begin_layout Code
state == "new"
\end_layout
\begin_layout Code
end
\end_layout
\end_inset
\end_layout
\begin_layout Standard
Note that by asserting
\begin_inset Flex Code
status collapsed
\begin_layout Plain Layout
owner_is? acting_user
\end_layout