require 'state_machine/integrations/active_model' module StateMachine module Integrations #:nodoc: # Adds support for integrating state machines with ActiveRecord models. # # == Examples # # Below is an example of a simple state machine defined within an # ActiveRecord model: # # class Vehicle < ActiveRecord::Base # state_machine :initial => :parked do # event :ignite do # transition :parked => :idling # end # end # end # # The examples in the sections below will use the above class as a # reference. # # == Actions # # By default, the action that will be invoked when a state is transitioned # is the +save+ action. This will cause the record to save the changes # made to the state machine's attribute. *Note* that if any other changes # were made to the record prior to transition, then those changes will # be saved as well. # # For example, # # vehicle = Vehicle.create # => # # vehicle.name = 'Ford Explorer' # vehicle.ignite # => true # vehicle.reload # => # # # *Note* that if you want a transition to update additional attributes of the record, # either the changes need to be made in a +before_transition+ callback or you need # to save the record manually. # # == Events # # As described in StateMachine::InstanceMethods#state_machine, event # attributes are created for every machine that allow transitions to be # performed automatically when the object's action (in this case, :save) # is called. # # In ActiveRecord, these automated events are run in the following order: # * before validation - Run before callbacks and persist new states, then validate # * before save - If validation was skipped, run before callbacks and persist new states, then save # * after save - Run after callbacks # # For example, # # vehicle = Vehicle.create # => # # vehicle.state_event # => nil # vehicle.state_event = 'invalid' # vehicle.valid? # => false # vehicle.errors.full_messages # => ["State event is invalid"] # # vehicle.state_event = 'ignite' # vehicle.valid? # => true # vehicle.save # => true # vehicle.state # => "idling" # vehicle.state_event # => nil # # Note that this can also be done on a mass-assignment basis: # # vehicle = Vehicle.create(:state_event => 'ignite') # => # # vehicle.state # => "idling" # # This technique is always used for transitioning states when the +save+ # action (which is the default) is configured for the machine. # # === Security implications # # Beware that public event attributes mean that events can be fired # whenever mass-assignment is being used. If you want to prevent malicious # users from tampering with events through URLs / forms, the attribute # should be protected like so: # # class Vehicle < ActiveRecord::Base # attr_protected :state_event # # attr_accessible ... # Alternative technique # # state_machine do # ... # end # end # # If you want to only have *some* events be able to fire via mass-assignment, # you can build two state machines (one public and one protected) like so: # # class Vehicle < ActiveRecord::Base # attr_protected :state_event # Prevent access to events in the first machine # # state_machine do # # Define private events here # end # # # Public machine targets the same state as the private machine # state_machine :public_state, :attribute => :state do # # Define public events here # end # end # # == Transactions # # In order to ensure that any changes made during transition callbacks # are rolled back during a failed attempt, every transition is wrapped # within a transaction. # # For example, # # class Message < ActiveRecord::Base # end # # Vehicle.state_machine do # before_transition do |vehicle, transition| # Message.create(:content => transition.inspect) # false # end # end # # vehicle = Vehicle.create # => # # vehicle.ignite # => false # Message.count # => 0 # # *Note* that only before callbacks that halt the callback chain and # failed attempts to save the record will result in the transaction being # rolled back. If an after callback halts the chain, the previous result # still applies and the transaction is *not* rolled back. # # To turn off transactions: # # class Vehicle < ActiveRecord::Base # state_machine :initial => :parked, :use_transactions => false do # ... # end # end # # == Validations # # As mentioned in StateMachine::Machine#state, you can define behaviors, # like validations, that only execute for certain states. One *important* # caveat here is that, due to a constraint in ActiveRecord's validation # framework, custom validators will not work as expected when defined to run # in multiple states. For example: # # class Vehicle < ActiveRecord::Base # state_machine do # ... # state :first_gear, :second_gear do # validate :speed_is_legal # end # end # end # # In this case, the :speed_is_legal validation will only get run # for the :second_gear state. To avoid this, you can define your # custom validation like so: # # class Vehicle < ActiveRecord::Base # state_machine do # ... # state :first_gear, :second_gear do # validate {|vehicle| vehicle.speed_is_legal} # end # end # end # # == Validation errors # # If an event fails to successfully fire because there are no matching # transitions for the current record, a validation error is added to the # record's state attribute to help in determining why it failed and for # reporting via the UI. # # For example, # # vehicle = Vehicle.create(:state => 'idling') # => # # vehicle.ignite # => false # vehicle.errors.full_messages # => ["State cannot transition via \"ignite\""] # # If an event fails to fire because of a validation error on the record and # *not* because a matching transition was not available, no error messages # will be added to the state attribute. # # In addition, if you're using the ignite! version of the event, # then the failure reason (such as the current validation errors) will be # included in the exception that gets raised when the event fails. For # example, assuming there's a validation on a field called +name+ on the class: # # vehicle = Vehicle.new # vehicle.ignite! # => StateMachine::InvalidTransition: Cannot transition state via :ignite from :parked (Reason(s): Name cannot be blank) # # == Scopes # # To assist in filtering models with specific states, a series of named # scopes are defined on the model for finding records with or without a # particular set of states. # # These named scopes are essentially the functional equivalent of the # following definitions: # # class Vehicle < ActiveRecord::Base # named_scope :with_states, lambda {|*states| {:conditions => {:state => states}}} # # with_states also aliased to with_state # # named_scope :without_states, lambda {|*states| {:conditions => ['state NOT IN (?)', states]}} # # without_states also aliased to without_state # end # # *Note*, however, that the states are converted to their stored values # before being passed into the query. # # Because of the way named scopes work in ActiveRecord, they can be # chained like so: # # Vehicle.with_state(:parked).all(:order => 'id DESC') # # Note that states can also be referenced by the string version of their # name: # # Vehicle.with_state('parked') # # == Callbacks # # All before/after transition callbacks defined for ActiveRecord models # behave in the same way that other ActiveRecord callbacks behave. The # object involved in the transition is passed in as an argument. # # For example, # # class Vehicle < ActiveRecord::Base # state_machine :initial => :parked do # before_transition any => :idling do |vehicle| # vehicle.put_on_seatbelt # end # # before_transition do |vehicle, transition| # # log message # end # # event :ignite do # transition :parked => :idling # end # end # # def put_on_seatbelt # ... # end # end # # Note, also, that the transition can be accessed by simply defining # additional arguments in the callback block. # # === Failure callbacks # # +after_failure+ callbacks allow you to execute behaviors when a transition # is allowed, but fails to save. This could be useful for something like # auditing transition attempts. Since callbacks run within transactions in # ActiveRecord, a save failure will cause any records that get created in # your callback to roll back. You can work around this issue like so: # # class TransitionLog < ActiveRecord::Base # establish_connection Rails.env.to_sym # end # # class Vehicle < ActiveRecord::Base # state_machine do # after_failure do |vehicle, transition| # TransitionLog.create(:vehicle => vehicle, :transition => transition) # end # # ... # end # end # # The +TransitionLog+ model establishes a second connection to the database # that allows new records to be saved without being affected by rollbacks # in the +Vehicle+ model's transaction. # # === Callback Order # # Callbacks occur in the following order. Callbacks specific to state_machine # are bolded. The remaining callbacks are part of ActiveRecord. # # * (-) save # * (-) begin transaction (if enabled) # * (1) *before_transition* # * (-) valid # * (2) before_validation # * (-) validate # * (3) after_validation # * (4) before_save # * (5) before_create # * (-) create # * (6) after_create # * (7) after_save # * (8) *after_transition* # * (-) end transaction (if enabled) # * (9) after_commit # # == Observers # # In addition to support for ActiveRecord-like hooks, there is additional # support for ActiveRecord observers. Because of the way ActiveRecord # observers are designed, there is less flexibility around the specific # transitions that can be hooked in. However, a large number of hooks # *are* supported. For example, if a transition for a record's +state+ # attribute changes the state from +parked+ to +idling+ via the +ignite+ # event, the following observer methods are supported: # * before/after/after_failure_to-_ignite_from_parked_to_idling # * before/after/after_failure_to-_ignite_from_parked # * before/after/after_failure_to-_ignite_to_idling # * before/after/after_failure_to-_ignite # * before/after/after_failure_to-_transition_state_from_parked_to_idling # * before/after/after_failure_to-_transition_state_from_parked # * before/after/after_failure_to-_transition_state_to_idling # * before/after/after_failure_to-_transition_state # * before/after/after_failure_to-_transition # # The following class shows an example of some of these hooks: # # class VehicleObserver < ActiveRecord::Observer # def before_save(vehicle) # # log message # end # # # Callback for :ignite event *before* the transition is performed # def before_ignite(vehicle, transition) # # log message # end # # # Callback for :ignite event *after* the transition has been performed # def after_ignite(vehicle, transition) # # put on seatbelt # end # # # Generic transition callback *before* the transition is performed # def after_transition(vehicle, transition) # Audit.log(vehicle, transition) # end # end # # More flexible transition callbacks can be defined directly within the # model as described in StateMachine::Machine#before_transition # and StateMachine::Machine#after_transition. # # To define a single observer for multiple state machines: # # class StateMachineObserver < ActiveRecord::Observer # observe Vehicle, Switch, Project # # def after_transition(record, transition) # Audit.log(record, transition) # end # end # # == Internationalization # # In Rails 2.2+, any error message that is generated from performing invalid # transitions can be localized. The following default translations are used: # # en: # activerecord: # errors: # messages: # invalid: "is invalid" # # %{value} = attribute value, %{state} = Human state name # invalid_event: "cannot transition when %{state}" # # %{value} = attribute value, %{event} = Human event name, %{state} = Human current state name # invalid_transition: "cannot transition via %{event}" # # Notice that the interpolation syntax is %{key} in Rails 3+. In Rails 2.x, # the appropriate syntax is {{key}}. # # You can override these for a specific model like so: # # en: # activerecord: # errors: # models: # user: # invalid: "is not valid" # # In addition to the above, you can also provide translations for the # various states / events in each state machine. Using the Vehicle example, # state translations will be looked for using the following keys, where # +model_name+ = "vehicle", +machine_name+ = "state" and +state_name+ = "parked": # * activerecord.state_machines.#{model_name}.#{machine_name}.states.#{state_name} # * activerecord.state_machines.#{model_name}.states.#{state_name} # * activerecord.state_machines.#{machine_name}.states.#{state_name} # * activerecord.state_machines.states.#{state_name} # # Event translations will be looked for using the following keys, where # +model_name+ = "vehicle", +machine_name+ = "state" and +event_name+ = "ignite": # * activerecord.state_machines.#{model_name}.#{machine_name}.events.#{event_name} # * activerecord.state_machines.#{model_name}.events.#{event_name} # * activerecord.state_machines.#{machine_name}.events.#{event_name} # * activerecord.state_machines.events.#{event_name} # # An example translation configuration might look like so: # # es: # activerecord: # state_machines: # states: # parked: 'estacionado' # events: # park: 'estacionarse' module ActiveRecord include Base include ActiveModel require 'state_machine/integrations/active_record/versions' # The default options to use for state machines using this integration @defaults = {:action => :save} # Classes that inherit from ActiveRecord::Base will automatically use # the ActiveRecord integration. def self.matching_ancestors %w(ActiveRecord::Base) end def self.extended(base) #:nodoc: require 'active_record/version' super end protected # Only runs validations on the action if using :save def runs_validations_on_action? action == :save end # Gets the db default for the machine's attribute def owner_class_attribute_default if owner_class.connected? && owner_class.table_exists? && column = owner_class.columns_hash[attribute.to_s] column.default end end # Defines an initialization hook into the owner class for setting the # initial state of the machine *before* any attributes are set on the # object def define_state_initializer define_static_state_initializer define_dynamic_state_initializer end # Initializes static states def define_static_state_initializer # This is the only available hook where the default set of attributes # can be overridden for a new object *prior* to the processing of the # attributes passed into #initialize define_helper :class, <<-end_eval, __FILE__, __LINE__ + 1 def column_defaults(*) #:nodoc: result = super # No need to pass in an object, since the overrides will be forced self.state_machines.initialize_states(nil, :static => :force, :dynamic => false, :to => result) result end end_eval end # Initializes dynamic states def define_dynamic_state_initializer define_helper :instance, <<-end_eval, __FILE__, __LINE__ + 1 def initialize(*) super do |*args| self.class.state_machines.initialize_states(self) yield(*args) if block_given? end end end_eval end # Uses around callbacks to run state events if using the :save hook def define_action_hook if action_hook == :save define_helper :instance, <<-end_eval, __FILE__, __LINE__ + 1 def save(*) self.class.state_machine(#{name.inspect}).send(:around_save, self) { super } end def save!(*) self.class.state_machine(#{name.inspect}).send(:around_save, self) { super } || raise(ActiveRecord::RecordInvalid.new(self)) end def changed_for_autosave? super || self.class.state_machines.any? {|name, machine| machine.action == :save && machine.read(self, :event)} end end_eval else super end end # Runs state events around the machine's :save action def around_save(object) transaction(object) do object.class.state_machines.transitions(object, action).perform { yield } end end # Creates a scope for finding records *with* a particular state or # states for the attribute def create_with_scope(name) create_scope(name, lambda {|values| ["#{attribute_column} IN (?)", values]}) end # Creates a scope for finding records *without* a particular state or # states for the attribute def create_without_scope(name) create_scope(name, lambda {|values| ["#{attribute_column} NOT IN (?)", values]}) end # Generates the fully-qualifed column name for this machine's attribute def attribute_column connection = owner_class.connection "#{connection.quote_table_name(owner_class.table_name)}.#{connection.quote_column_name(attribute)}" end # Runs a new database transaction, rolling back any changes by raising # an ActiveRecord::Rollback exception if the yielded block fails # (i.e. returns false). def transaction(object) result = nil object.class.transaction do raise ::ActiveRecord::Rollback unless result = yield end result end # Defines a new named scope with the given name def create_scope(name, scope) lambda {|model, values| model.where(scope.call(values))} end # ActiveModel's use of method_missing / respond_to for attribute methods # breaks both ancestor lookups and defined?(super). Need to special-case # the existence of query attribute methods. def owner_class_ancestor_has_method?(scope, method) scope == :instance && method == "#{attribute}?" ? owner_class : super end end end end