Approval

Approval flow for Rails

Installation

1. Add approval to your Gemfile:

   gem 'approval'

2. Add approval_requests, approval_comments, approval_items tables to your database and an initializer file for configuration:

   $ bundle exec rails generate approval:install

3. Add acts_as_approval_user to your user model (User, AdminUser, Member …etc)::

   class User < ApplicationRecord
    acts_as_approval_user
   end

4. Add acts_as_approval_resource to the models you want use approval flow:

   class Book < ApplicationRecord
    acts_as_approval_resource
   end

   Or if you want to use PORO:

   class SomeProcess
    def self.perform
      # something
    end
   end

Approval Flow

Make request

You send request, but resources aren’t created/updated/destroyed.

Create

staff = User.find_or_create_by(email: "staff@example.com")
record  = Book.new(name: "Ruby Way", price: 2980)
request = staff.request_for_create(record, reason: "something")
request.save # Created Approval::Request record.
records = 10.times.map {|n| Book.new(name: "my_book_#{n}", price: 300) }
request = staff.request_for_create(records, reason: "something")
request.save!

Update

staff = User.find_or_create_by(email: "staff@example.com")
record  = Book.find(1).tap {|record| record.name = "new book title" }
request = staff.request_for_update(record, reason: "something")
request.save
records = Book.where(id: [1, 2, 3]).each {|record| record.price *= 0.5 }
request = staff.request_for_update(records, reason: "something")
request.save!

Destroy

staff = User.find_or_create_by(email: "staff@example.com")
record  = Book.find(1)
request = staff.request_for_destroy(record, reason: "something")
request.save
records = Book.where(id: [1, 2, 3])
request = staff.request_for_destroy(records, reason: "something")
request.save!

Perform

staff = User.find_or_create_by(email: "staff@example.com")
record  = MyProcess.new(recipient: "somebody@example.com")
request = staff.request_for_perform(record, reason: "something")
request.save

Respond

Approve

Then resources are created/updated/destroyed, if respond user have approved the request.

admin = User.find_or_create_by(email: "admin@example.com")
request = Approval::Request.first
respond = admin.approve_request(request, reason: "something")
respond.save! # Create/Update/Destroy resources

Reject

Then resources are not created/updated/destroyed, if respond user have rejected the request.

admin = User.find_or_create_by(email: "admin@example.com")
request = Approval::Request.first
respond = admin.reject_request(request, reason: "something")
respond.save!

Cancel

staff = User.find_or_create_by(email: "staff@example.com")
request = Approval::Request.first
respond = staff.cancel_request(request, reason: "something")
respond.save!

Comment

admin = User.find_or_create_by(email: "admin@example.com")
request = Approval::Request.first
admin.approval_comments.create(request: request, content: "Hello")

Configuration

# config/initializers/approval.rb
Approval.configure do |config|
  # User Class Name (e.g: User, AdminUser, Member)
  config.user_class_name = "User"
  # Maximum characters of comment for reason (default: 2000)
  config.comment_maximum = 2000
  # Permit to respond to own request? (default: false)
  config.permit_to_respond_to_own_request = false
end

License

The gem is available as open source under the terms of the MIT License.