plank/laravel-checkpoint

A package for keeping a history of your models' revisions and accessing your data as it was at an older date.

v2.1.0 2022-03-21 22:13 UTC

README

Latest Version on Packagist GitHub Tests Action Status Total Downloads

Table of Contents

Why Use This Package

Do you need to store the state of how your models change over time? Do you need a way to query and view the state of your models at different points in time? If the answer is yes, then this package is for you!

Installation

You can install the package via composer:

composer require plank/laravel-checkpoint

Concepts

Timelines

A Timeline is a way to have completely separate views of your content. A Timeline allows you to filter the Revisions of your models based on the Timeline it belongs to.

Table: timelines

Checkpoints

A Checkpoint is a point in time which is of interest. A Checkpoint allows you to filter the Revisions of your models based on the Checkpoint's checkpoint_date.

Table: checkpoints

Revisions

A Revision references a record of a Model in a particular state at a particular point in time. When this package is enabled, and you use the HasRevisions trait on a Model, the concept of an instance of a Model in Laravel changes. Since we want to store Revisions of a Model, and have them searchable in their different states, the notion that an Entity (instance of a Model) is associated with exactly one id, is no longer correct. Each Revision of a Model has its own unique id in the table, even though it represents the same Entity.

The same entity is linked via the original_revisionable_id field.

Table: revisions

Usage

Revisioning Models

To have a model be revisioned, all you need to do is have it use the HasRevisions trait.

What gets Revisioned?

This package handles revisioning by creating a new row for a Model in the database every time it changes state in a meaningful way. When a new Revision is created, the package will also recursively duplicate all Models related via child relationships, and will create new many-to-many relationships in pivot tables.

Start Revisioning Command

If you have an existing project with Models already populated in the database, the php artisan checkpoint:start command will begin revisioning all of the Models which are using the HasRevsions trait.

Query Scopes

The way this package achieves it's goal is by adding scopes (and one global scope) to query models that have revisions.

Active Checkpoint

By setting the active checkpoint Checkpoint::setActive($checkpoint), all queries for revisioned models will be scoped to that $checkpoint. Also, when there is an active checkpoint set, any new revisions that get created will be associated with that $checkpoint.

at($moment)

/**
 * @param $moment Checkpoint|Carbon|string
 */
at($moment = null)

This is the default global query scope added to all queries on a Model with Revisions.

This query scope will limit the query to return the Model whose Revision has the max primary key, where the Revision was created at or before the given moment.

The moment can either be an instance of a Checkpoint using its checkpoint_date field, a string representation of a date or a Carbon instance.

since($moment)

/**
 * @param $moment Checkpoint|Carbon|string
 */
since($moment = null)

This query scope will limit the query to return the Model whose Revision has the max primary key, where the Revision was created after the given moment.

The moment can either be an instance of a Checkpoint using its checkpoint_date field, a string representation of a date or a Carbon instance.

temporal($upper, $lower)

/**
 * @param $upper Checkpoint|Carbon|string
 * @param $upper Checkpoint|Carbon|string
 */
temporal($until = null, $since = null)

This query scope will limit the query to return the Model whose Revision has the max primary key created at or before $until. This method can also limit the query to the Model whose revision has the max primary key created after $since.

Each argument operates independently of each other and $until and $since can either be an instance of a Checkpoint using its checkpoint_date field, a string representation of a date or a Carbon instance.

withoutRevisions()

withoutRevisions()

This query scope is used to query the models without taking revisioning into consideration.

Dynamic Relationships

Inspired by https://reinink.ca/articles/dynamic-relationships-in-laravel-using-subqueries, this package supplies a few dynamic relationships as a convenience for navigating through a model's revision history. The following scopes will run subqueries to get the additional columns and eagerload the corresponding relations, saving you the hassle of caching them on each of the tables for your revisionable models. As a fallback when these scopes are not applied, we use get mutators to run queries and fetch the same columns, making sure the relations are always available but at the expense of running a bit more queries. NOTE: when applying these scopes, you will have extra columns in your models attributes, any update or insert operations will not work.

withNewestAt($until, $since)

/**
 * @param $until Checkpoint|Carbon|string
 * @param $since Checkpoint|Carbon|string
 */
withNewestAt($until = null, $since = null)

This scope will retrieve the id of the newest model given the until / since constraints. Stored in the newest_id attribute, this allows you to use ->newest() relation as a quick way to navigate to that model. Defaults to the newest model in the revision history.

withNewest()

This scope is a shortcut of withNewestAt with the default parameters. Uses the same attribute, mutator and relation.

withInitial()

This scope will retrieve the id of the initial model from its revision history. Stored in the initial_id attribute, this allows you to use ->initial() relation as a quick way to navigate to that first item in the revision history.

withPrevious()

This scope will retrieve the id of the previous model from its revision history. Stored in the previous_id attribute, this allows you to use ->previous() relation as a quick way to navigate to that previous item in the revision history.

withNext()

This scope will retrieve the id of the next model from its revision history. Stored in the next_id attribute, this allows you to use ->next() relation as a quick way to navigate to that next item in the revision history.

Revision Metadata & Uniqueness

As a workaround to some package compatibility issues, this package offers a convenient way to store the values of some columns as metadata on the revisions table. The primary use-case for this feature is to deal with columns or indexes which force some sort of uniqueness constraint on the Model's table.

For example, imagine a Room model we wish to revision and it has a code field which needs to be unique. Since multiple instances of the same Room need to exist as revisions, there would be duplicated codes. By specifying the code field in theprotected $revisionMeta; of the Room Model, this package will manage this field by storing it as metadata on the Revision. The package achieve's this by overriding the getAttributeValue($value) method on the model, to retrieve the value of code from the Revision. When saving a new Revision of the Room the code will automatically be saved on the metadata field of the revision and set as null on the Room.

Ignored Fields

When updating the fields of a Model, some fields may not warrant creating a new Revision of the Model. You can prevent a new Revision from being created when specific fields are updated by setting the protected $ignored array on the model being revisioned.

Should Revision

If you have more complex cases where you may not want to create a new Revision when updating a Model, you can override the public function shouldRevision() on the Model being revisioned. When this method returns a truthy value, a new Revision will be created when updating, and when it returns a falsy value it will not.

Excluded Columns

When creating a new Revision of a Model there may be some fields which do not make sense to have their values copied over. In those cases you can add those values to the protected $excluded array on the Model you are revisioning. Some operations like deleting / restoring / revisioning children require a full copy and will ignore this option.

Excluded Relations

When creating a new Revision of a Model there may be relations which do not make sense to duplicate. In those cases you can add the names of the relations to the protected $excludedRelations array on the Model you are revisioning. Excluding all relations to the Checkpoints and other related Revisions are handled by the package.

Testing

composer test

Changelog

Please see CHANGELOG for more information what has changed recently.

Contributing

Please see CONTRIBUTING for details.

Security

If you discover any security related issues, please email massimo@plankdesign.com instead of using the issue tracker.

Credits

License

The MIT License (MIT). Please see License File for more information.