| # acl9 | |
| Acl9 is a role-based authorization system that provides a concise DSL for | |
| securing your Rails application. | |
| Access control is pointless if you're not sure you've done it right. The | |
| fundamental goal of acl9 is to ensure that your rules are easy to understand and | |
| easy to test - in other words acl9 makes it easy to ensure you've got your | |
| permissions correct. | |
| ## Installation | |
| Acl9 is Semantically Versioned, so just add this to your | |
| `Gemfile` (note that you need 3.2 for Rails 6+ support): | |
| ```ruby | |
| gem 'acl9', '~> 3.2' | |
| ``` | |
| You will need Ruby > 2.0 | |
| ### Rails 4 - stick with 2.x | |
| ```ruby | |
| gem 'acl9', '~> 2.0' | |
| ``` | |
| ### Rails < 4 - upgrade Rails! | |
| We dropped support for Rails < 4 in the 1.x releases, so if you're still using | |
| Rails 2.x or 3.x then you'll want this: | |
| ```ruby | |
| gem 'acl9', '~> 0.12' | |
| ``` | |
| ## Getting Started | |
| The simplest way to demonstrate this is with some examples. | |
| ### Access Control | |
| You declare the access control directly in your controller, so it's visible and | |
| obvious for any developer looking at the controller: | |
| ```ruby | |
| class Admin::SchoolsController < ApplicationController | |
| access_control do | |
| allow :support, :of => School | |
| allow :admins, :managers, :teachers, :of => :school | |
| deny :teachers, :only => :destroy | |
| action :index do | |
| allow anonymous, logged_in | |
| end | |
| allow logged_in, :only => :show | |
| deny :students | |
| end | |
| def index | |
| # ... | |
| end | |
| # ... | |
| end | |
| ``` | |
| You can see more about all this stuff in the wiki under [Access Control | |
| Subsystem](//github.com/be9/acl9/wiki/Access-Control-Subsystem) | |
| ### Roles | |
| The other side of acl9 is where you give and remove roles to and from a user. As | |
| you're looking through these examples refer back to the [Access | |
| Control](#access-control) example and you should be able to see which access | |
| control rule each role corresponds to. | |
| Let's say we want to create an admin of a given school, not a global admin, just | |
| the admin for a particular school: | |
| ```ruby | |
| user.has_role! :admin, school | |
| user.has_role! :admin, of: school | |
| ``` | |
| Then let's say we have some support people in our organization who are dedicated | |
| to supporting all the schools. We could do two things, either we could come up | |
| with a new role name like `:school_support` or we can use the fact that we can | |
| assign roles to any object, including a class, and do this: | |
| ```ruby | |
| user.has_role! :support, School | |
| user.has_role! :support, for: School | |
| ``` | |
| You can see the `allow` line in our `access_control` block that this corresponds | |
| with. If we had used `:school_support` instead then that line would have to be: | |
| `allow :school_support` | |
| Now, when a support person leaves that team, we need to remove that role: | |
| ```ruby | |
| user.has_no_role! :support, School | |
| user.has_no_role! :support, at: School | |
| ``` | |
| You can see more about all this stuff in the wiki under [Role | |
| Subsystem](//github.com/be9/acl9/wiki/Role-Subsystem) | |
| ## Database Setup | |
| As mentioned in Role Subsystem you | |
| don't have to use these, if your role system is very simple all you need is a | |
| `has_role?` method in your subject model that returns a boolean and the Access | |
| Control part of Acl9 will work from that. | |
| However, most commonly, the roles and role assignments are stored in two new | |
| tables that you create specifically for Acl9. There's a rails generator for | |
| creating the migrations, role model and updating the subject model and | |
| optionally any number of object models. | |
| You can view the USAGE for this generator by running the following in your app | |
| directory: | |
| ```sh | |
| bin/rails g acl9:setup -h | |
| ``` | |
| ## Configuration | |
| There are five configurable settings. These all have sensible defaults which can | |
| be easily overridden in `config/initializers/acl9.rb` | |
| You can also override each of the `:default_*` settings (dropping the "default_" | |
| prefix) in your models/controllers - see below for more detail: | |
| ### :default_role_class_name | |
| Set to `'Role'` and can be overridden in your "user" model, see the wiki for more. | |
| ### :default_association_name | |
| Set to `:role_objects` and can be overridden in | |
| your "user" model, see the wiki for more. | |
| We chose a name for this association that was unlikely to conflict with | |
| existing models but a lot of people override this to be just `:roles` | |
| ### :default_subject_class_name | |
| Set to `'User'` and can be overridden in your | |
| "role" model, see the wiki for more. | |
| ### :default_subject_method | |
| Set to `:current_user` and can be overridden in | |
| your controllers, see the wiki for more. | |
| ### :default_join_table_name | |
| This is set to `nil` by default, which will mean it will use the Rails method of | |
| calculating the join table name for a `has_and_belongs_to_many` (eg. | |
| `users_roles`). Remember that if you override this value, either do it before | |
| you run `rails g acl9:setup` or be sure to update your migration or database. | |
| ### :normalize_role_names | |
| Set to `true` (see "Upgrade Notes" below if you're upgrading) and can only be | |
| changed by setting it in `Acl9.config`. When true this causes Acl9 to normalize | |
| your role names, normalization is `.to_s.underscore.singularize`. This is done | |
| on both the setter and getter. | |
| ### :protect_global_roles | |
| Set to `true` (see "Upgrade Notes" below if you're upgrading) and can only be | |
| changed by merging into `Acl9.config`. This setting changes how global roles | |
| (ie. roles with no object) are treated. | |
| Say we set a role like so: | |
| ```ruby | |
| user.has_role! :admin, school | |
| ``` | |
| When `:protect_global_roles` is `true` (as is the default) then `user.has_role? | |
| :admin` is `false`. Ie. changing the role on a specific instance doesn't impact | |
| the global role (hence the name). | |
| When `:protect_global_roles` is `false` then `user.has_role? :admin` is `true`. | |
| Ie. setting a role on a specific instance makes that person a global one of | |
| those roles. | |
| Basically these are just two different ways of working with roles, if you're | |
| protecting your global roles then you can use them as sort of a superuser | |
| version of a given role. So you can have an admin of a school **and** a global | |
| admin with different privileges. | |
| If you don't protect your global roles then you can use them as a catch-all for | |
| any specific roles, so then the admins of schools, classrooms and students can | |
| all be granted a privilege by allowing the global `:admin` role. | |
| ### Example | |
| ```ruby | |
| # config/initializers/acl9.rb | |
| Acl9.config.default_association_name = :roles | |
| # or... | |
| Acl9.configure do |c| | |
| c.default_association_name = :roles | |
| end | |
| ``` | |
| ### Reset Defaults | |
| On the off chance that you ever need to reset the config back to its default you | |
| can use: | |
| ```ruby | |
| Acl9.config.reset! | |
| ``` | |
| ## Upgrade Notes | |
| ### Acl9 now protects global roles by default | |
| Please, PLEASE, **PLEASE** note. If you're upgrading from the `0.x` series of acl9 | |
| then there's an important change in one of the defaults for `1.x`. We flipped | |
| the default value of `:protect_global_roles` from `false` to `true`. | |
| Say you had a role on an object: | |
| ```ruby | |
| user.has_role! :manager, department | |
| ``` | |
| We all know that this means: | |
| ```ruby | |
| user.has_role? :manager, department # => true | |
| user.has_role? :manager, in: department # => true | |
| ``` | |
| With `:protect_global_roles` set to `false`, as it was in `0.x` then the above | |
| role would mean that the global `:manager` role would also be `true`. | |
| Ie. this is how `0.x` behaved: | |
| ```ruby | |
| user.has_role? :manager # => true | |
| ``` | |
| Now in `1.x` we default `:protect_global_roles` to `true` which means that the | |
| global `:manager` role is protected, ie: | |
| ```ruby | |
| user.has_role? :manager # => false | |
| ``` | |
| In words, in 1.x just because you're the `:manager` of a `department` that | |
| doesn't make you a global `:manager` (anymore). | |
| ### Acl9 now normalizes role names by default | |
| So basically we downcase, underscore, and singularize your role names, so: | |
| ```ruby | |
| user.has_role! 'FooBars' | |
| user.has_role? 'FooBars' # => true | |
| user.has_role? :foo_bar # => true | |
| user.has_role! :foo_bar # => nil, because it was already set above | |
| ``` | |
| If you're upgrading then you will want to do something like this: | |
| ```ruby | |
| Role.all.each do |role| | |
| role.update! name: role.name.underscore.singularize | |
| end | |
| ``` | |
| **Then check for any duplicates** and resolve those manually. | |
| ### Acl9 now raises ArgumentError on bad args to `allow`/`deny` | |
| In 2.x and above we now try to help the developer by raising ArgumentError if | |
| they mess up with the options they pass to `allow`/`deny`, this prevents people | |
| doing things that they think are going to work but actually aren't like: | |
| ```ruby | |
| allow all, actions: [ :index, :show ] # <---- BROKEN!! | |
| ``` | |
| ## Community | |
| **Gitter:** Join the gitter chat here | |
| **docs:** Rdocs are available here. | |
| **StackOverflow:** Go ask (or answer) a question [on | |
| StackOverflow](http://stackoverflow.com/questions/tagged/acl9) | |
| **Mailing list:** We have an old skule mailing list as well [acl9-discuss | |
| group](http://groups.google.com/group/acl9-discuss) | |
| **Contributing:** Last but not least, check out the [Contributing | |
| Guide](./CONTRIBUTING.md) if you want to get even more involved | |
| ## Acknowledgements | |
| All these people are awesome! as are all the | |
| people who have raised or investigated issues. | |