Mongoose History Trace Plugin

ATTENTION: From version 2.x, there were significant changes in the plugin's structure in order to contemplate the new versions of mongoose, so read the doc because this is a breakdown version. Note: Now you need to explicitly pass the Mongoose connection to the plugin.

This plugin for Mongoose , aims to save the differences in the changes between the changed objects in the database, saving them in a collection and supporting their auditing. Currently supports all methods of mongoose: update , create, delete and its variations (findByIdAndUpdate, updateMany, updateOne, deleteMany, UpdaOne, FindOneAndUpdate, save, create, delete, update, etc.).

Mongoose version suported: >=v5.2.0 or higher.

Table of Contents

• Introduction
• Installation
• Usage
• Result Format
• Methods
  • Model.addLoggedUser({ object })
  • Model.getChangeDiffs(old, current)
  • Model.createHistory({ old, current, loggedUser, method })
• Options
  • Custom value for label
  • Define custom path name in changes
  • Indexes
  • Define path user
  • Save without logged user
  • Define custom collection name
  • Define custom module name
  • Omit paths collection on save
  • ~~Save in other connection (depreciated on version 2.x)~~
  • ~~Add new fields on logs (depreciated on version 2.x)~~
• Credits
• Tests
• Contributing
• License

Introduction

This mongoose plugin allows you to save changes in the models. It provides two kind of save history logs:

• It also registers the activity in the historyLogs collection name by default.

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Install

npm :

npm install mongoose-history-trace

yarn :

yarn add mongoose-history-trace

Or add it to your package.json

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Usage

Just add the pluging to the schema you wish to save history trace logs:

const mongoose = require('mongoose')
const mongooseHistoryTrace = require('mongoose-history-trace')
const Schema  = mongoose.Schema
const options = { mongooseConnection: conn } // <-- is required to pass the mongoose connection

const User = new Schema({
    name: String, 
    email: String,
    phone: String
})

User.plugin(mongooseHistoryTrace, options)

This will generate a log from all your changes on this schema.

Or define plugin in global context mongoose for all schemas. Example:

const mongooseHistoryTrace = require('mongoose-history-trace')
const options = { mongooseConnection: conn } // <-- is required to pass the mongoose connection


mongoose.plugin(mongooseHistoryTrace, options)

The plugin will create a new collection with name historyTrace by default.

You can also change the name of the collection by setting the configuration customCollectionName

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Result Format

The history trace logs documents have the format:

{
    "_id": ObjectId,
    "createdAt": ISODate,
    "user": { Mixed }           // paths defined for you
    "changes": [ 
        {
            "index": Number,    // index position if a array, default null
            "isArray": Boolean, // if is path is array, default false 
            "to": String,       // current path modification
            "path": String,     // name path schema
            "from": String,     // old path modification
            "ops": String,      // name operation "updated" | "created" | "deleted",
            "label": String     // name capitalized path schema 
        }
    ],
    "action": String           //name action "Created Document" | "Updated Document" | "Removed Document",
    "module": String           // name of collection by default
    "documentNumber": String   // _id of document schema
    "method": String           //name of method call: "updated" | "created" | "deleted"
}

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Methods

- addLoggedUser({ object }) [required]

You can define logged user in request. Initialize the plugin using the addLoggedUser() method, before call method mongoose. Example:

async function update (req, res) {
    const user = req.user   //< -- GET user on request
    ...

    Model.addLoggedUser(user)   //<-- SET LOGGED USER in context
    
    const result = await Model.findByIdAndUpdate(query, {$set: mod})

    return res.send(result)    
}

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- getChangeDiffs(old, current)

Returns list of differences between old and current objects. Call getChangeDiffs(old, current) method mongoose to return list of diffs. Example:

{
  // omited logic
   ...

    const result = Model.getChangeDiffs(old, current)
    /**
    result:
     [{label, ops, path, from, to, isArray, index}]
    **/
}

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- createHistory({ old, current, loggedUser, method })

You can create a history log manually. Call createHistory({ old, current, loggedUser, method }) method mongoose to save diffs manually. Example:

async function update (req, res) {
    const user = req.user   //< -- GET user on request
    // omited logic
    ...

    const params = { old, current, loogedUser: user, method: 'updated' } // <-- fields required in params

    const result = Model.createHistory(params)
    
}

Paths in params

old {Object} [optional]: Object before update current {Object} [optional]: Object after update or create loggedUser {Object} [required]: Object logged user in context. Required define paths user in options params: Define path user method {String} [required]: Name of operation to saved (updated, deleted, created)

Obs.: You can create log history without path logged user, pass in options plugin {isAuthenticated: false} Save without logged user

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Options

- Custom value for label in changes.label

By default, the label name is the same as the capitalized schema field name. It is possible to define a custom name, for that it is enough in the schema to pass the private field _label_ and custom value "new label". Example:

const User = new Schema({
    "name": String, 
    "active": {"type": String, "_label_":"Other Name Label"}, //<- define custom label in path
    "phone": String
})

Thus, instead of saving the capitalized name of the schema field, save the name passed in the private field _label_. Example result:

{
    //...omited fields          
    "changes": [ 
        {
            "isArray": false,
            "index": null,
            "to": true,       
            "path": "active",     
            "from": "",     
            "ops": "created",     
            "label": "Other Name Label"     //<- saved name pass in _label_ path in the schema 
        }
    ],
    //...omited fields
}

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- changeTransform

Define custom paths name in changes. You can modify the paths name in changes field. It is possible to define a custom path name, for this, just define a custom path name in options.

const options = {
    "changeTransform": {
            "to": "newPathName",       
            "path": "newPathName",     
            "from": "newPathName",     
            "ops": "newPathName",     
            "label": "newPathName"      
        }
}

User.plugin(mongooseHistory, options)

It is possible to change all fields in changes.

If the value of a field is empty, or is not passed, the default field is maintained.

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- indexes

You can define indexes in collection, for example:

const options = {indexes: [{'documentNumber': -1, 'changes.path': 1}]}

User.plugin(mongooseHistory, options)

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- userPaths

Required if saved logged user. Selects the fields in the object logged user will be saved. If nothing is passed, then the log will not be saved:

const options = {userPaths: ['name', 'email', 'address.city']}

User.plugin(mongooseHistory, options)

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- isAuthenticated

Path 'user' in log history don't is required, but you can saved logs without path loggedUser. Example: Value default is FALSE

const options = {isAuthenticated: false}

User.plugin(mongooseHistory, options)

So it is not necessary to pass the user logged into the Model.addLoggedUser() method. The resulting log will not contain the "user" field.

"user": { Mixed }  // REMOVED

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- customCollectionName

You can define name of collection history trace logs. By default, the collection name is historyLogs, example:

const options = {customCollectionName: 'logs'}

User.plugin(mongooseHistory, options)

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- moduleName

You can define moduleName path saved in history trace logs. By default, the module name is name of collection, example:

const options = { moduleName: 'login-user' }

User.plugin(mongooseHistory, options)

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- omitPaths

You can omit paths do not saved in history trace logs in path changes:[] from collection. By default, is paths _id and __v to be omited, example:

const options = { omitPaths:['name', 'email', 'ip'] }

User.plugin(mongooseHistory, options)

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Credits

This work was inspired by:

• https://www.npmjs.com/package/mongoose-history
• https://github.com/drudge/mongoose-audit

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Tests

Run test with command: npm test

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Contributing

• Use prettify and eslint to lint your code.
• Add tests for any new or changed functionality.
• Update the readme with an example if you add or change any functionality.
• Open Pull Request

LICENSE

MIT License

Copyright (c) 2020 Welington Monteiro

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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