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    • Models
      • Enrich your models
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        • Create a Smart relationship
          • GetIdsFromRequest
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    • Actions
      • Create and manage Smart Actions
        • Use a Smart Action Form
        • Use a Smart Action Intent
      • Smart Action Examples
        • Calculate the distance between two string addresses
        • Impersonate a user
        • Create a record with a multiselect through a many-to-many relationship
        • Handle enums with alias labels in a smart action
        • Dropdown with list of values in smart action form
        • Custom dynamic dropdown in a form using smart collections
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        • BelongsToMany edition through smart collection
        • Upload files to amazon s3
        • Upload several files with the File Picker
        • Retrieve smart field info in a smart action
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        • Add many existing records at the same time (hasMany-belongsTo relationship)
        • Call a webhook with record ids
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    • Smart Fields
      • Smart Field Examples
        • Add an HTML credit card as a smart field in a summary view
        • Display field with complex info in html format (rich text editor)
        • Generate signed urls to display S3 files in a smart field
        • Print a status object in a single line field
        • Sort by smart field
        • Sort by smart field that includes value from a belongsTo relationship
        • Add fields destined to the create form
        • Add validation to a smart field edition
        • Display smart field as progress bar using rich text editor
        • Update point geometry field using a smart field and algolia api
    • Smart Collections
      • Examples
        • Create a Smart Collection with Amazon S3
        • Smart relationship between model and stripe cards
        • Create records from a Smart collection
        • Searchable smart collection with records fetched from hubspot API
      • Serializing your records
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    • Integrations
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      • Elasticsearch
        • Interact with your Elasticsearch data
        • Elasticsearch service/utils
        • Another example
      • Zendesk
        • Authentication, Filtering & Sorting
        • Display Zendesk tickets
        • Display Zendesk users
        • View tickets related to a user
        • Bonus: Direct link to Zendesk + change priority of a ticket
      • Dwolla
        • Display Dwolla customers
        • Display Dwolla funding sources
        • Display Dwolla transfers
        • Link users and Dwolla customers
        • Dwolla Service
      • Razorpay
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        • Create a Hubspot company
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      • Twilio
        • Send an SMS with Twilio and Zapier
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        • Send Smart Action notifications to Slack
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        • Geocode an address with Algolia
    • Smart Views
      • Create a Map view
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      • Create a Shipping view
      • Create a Gallery view
      • Create a custom tinder-like validation view
      • Create a dynamic calendar view for an event-booking use case
      • Create a custom moderation view
    • Smart Segments
    • Scopes
      • Create a scope more than one level away based on a Smart field
      • Scope on a smart field extracting a json's column attribute
    • Performance
    • Charts
      • Create an API-based Chart
      • Create a Smart Chart
      • Create Charts with AWS Redshift
  • Extra help
    • Setup
      • Install
      • Connecting Forest Admin to Your Database (Forest Cloud)
      • Forest Admin IP white-listing (Forest Cloud)
      • Why HTTPS is necessary even locally
      • Troubleshooting
      • Prevent permission errors at installation
      • Deploy your admin backend to AWS
      • Deploy your admin backend on Heroku
      • Deploy your admin backend to Ubuntu server
      • Deploy your admin backend to Google Cloud Platform
      • Install Forest Admin on a remote machine
      • Use Forest Admin with a read-only database
      • Configuring CORS headers
      • Running Forest Admin on multiple servers
      • Flatten nested fields (MongoDB)
    • Upgrade
      • Upgrade notes (Rails)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Upgrade notes (SQL, Mongodb)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Update your models' definition
      • Monitor your Forest's status
      • Manage your Forest Admin environments programmatically
      • Changing your domain name
      • Migrate to the new role system
      • Push your new version to production
    • Databases
      • Use a demo SQL database
      • Use a demo MongoDB database
      • Populate a postgreSQL database on Heroku
      • Connect to a read replica database
      • Plug multiple schemas
      • Add new databases
      • Manage SQL views
    • Settings
      • Customize your /forest folder
      • Disable automatic Forest Admin schema update
      • Include/exclude models
      • Display extensive logs
      • Laravel specific settings
    • Releases Support
    • Other documentations
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On this page
  • Upgrade to v8
  • Upgrading to v8
  • Breaking changes

Was this helpful?

  1. Extra help
  2. Upgrade
  3. Upgrade notes (SQL, Mongodb)

Upgrade to v8

The purpose of this note is to help developers to upgrade their agent from v7 to v8. Please read carefully and integrate the following breaking changes to ensure a smooth upgrade.​

PreviousUpgrade to v9NextUpgrade to v7

Last updated 1 year ago

Was this helpful?

Please be sure of your agent type and version and pick the right documentation accordingly.

This is the documentation of the forest-express-sequelize and forest-express-mongoose Node.js agents that will soon reach end-of-support.

forest-express-sequelize v9 and forest-express-mongoose v9 are replaced by v1.

Please check your agent type and version and read on or switch to the right documentation.

This is still the latest Ruby on Rails documentation of the forest_liana agent, you’re at the right place, please read on.

This is the documentation of the django-forestadmin Django agent that will soon reach end-of-support.

If you’re using a Django agent, notice that django-forestadmin v1 is replaced by v1.

If you’re using a Flask agent, go to the v1 documentation.

Please check your agent type and version and read on or switch to the right documentation.

This is the documentation of the forestadmin/laravel-forestadmin Laravel agent that will soon reach end-of-support.

If you’re using a Laravel agent, notice that forestadmin/laravel-forestadmin v1 is replaced by v3.

If you’re using a Symfony agent, go to the v1 documentation.

Please check your agent type and version and read on or switch to the right documentation.

Upgrade to v8

Please follow the recommended procedure to upgrade your agent version by following .

This upgrade unlocks the following features:

  • Names of uploaded files are persisted and displayed, even when using the default handlers

Upgrading to v8

Before upgrading to v8, consider the below .

As for any dependency upgrade, it's very important to test this upgrade in your testing environments. Not doing so could result in your admin panel being unusable.

To upgrade to v8, run the following and then update your project as shown in the section below.

npm install "forest-express-sequelize@^8.0.0"
npm install "forest-express-mongoose@^8.0.0"

In case of a regression introduced in Production after the upgrade, a rollback to your previous agent is the fastest way to restore your admin panel.

Breaking changes

CORS allowed headers

Every collection calls (CRUD operations) to your agent will now be performed with a new header called Forest-Context-Url . This header contains the current URL of the user performing requests. This can be handy if you need information on the context this user is working on.

If you don't have any restriction on headers within your CORS configuration, nothing needs to be changed, you can move on to the next section.

If you have configured a header whitelist (allowedHeaders in express for instance) in your CORS configuration, you need to add this new header to the whitelist, otherwise browsers won't trigger request anymore due to CORS policy:

Before

const corsConfig = {
  origin: ...,
  allowedHeaders: ['Authorization', 'X-Requested-With', 'Content-Type', ...],
  maxAge: ...,
  credentials: ...,
};

After

const corsConfig = {
  origin: ...,
  allowedHeaders: ['Forest-Context-Url', 'Authorization', 'X-Requested-With', 'Content-Type', ...],
  maxAge: ...,
  credentials: ...,
};

File Upload

Until now, once you had submitted a file for upload, the file name wasn't persisted. We have now made so that it is possible to save and display it.

Before

function S3Helper() {
  this.upload = (rawData, filename) => new P((resolve, reject) => {
    ...
    const parsed = parseDataUri(rawData);
    const base64Image = rawData.replace(/^data:([-\w.]+\/[-\w.]+);base64,/, '');

    const data = {
      Body: new Buffer(base64Image, 'base64'),
      ContentEncoding: 'base64',
      ...
    };
}

After

function S3Helper() {
  this.upload = (rawData, filename) => new P((resolve, reject) => {
    ...
    const parsed = parseDataUri(rawData);
    const data = {
      Body: parsed.data,
      ...
    };
}

Scopes

Scopes have been revamped, from a convenient alternative to segments, to a security feature. They are now enforced by the agent (server-side).

This update comes with many breaking changes in the prototype of helpers which are provided to access and modify data.

All occurrences of calls to RecordsGetter, RecordCounter, RecordsExporter, RecordsRemover, RecordCreator, RecordGetter, RecordUpdater, RecordRemover , RecordsCounter, must be updated.

Note that RecordSerializer was not modified, and can be used to serialize and deserialize models.

Before

router.post(
  '/actions/do-something',
  permissionMiddlewareCreator.smartAction()
  (req, res) => {
    const { query } = req;

    // List helpers
    new RecordsGetter(MyModel).getAll(query);
    new RecordsGetter(MyModel).getIdsFromRequest(req);
    new RecordCounter(MyModel).count(query);
    new RecordsExporter(MyModel).streamExport(res, query);
    new RecordsRemover(MyModel).remove([1, 2, 3])

    // Single item helpers
    new RecordCreator(MyModel).create({title: 'One');
    new RecordGetter(MyModel).get(37);
    new RecordUpdater(MyModel).update({title: 'Two'}, 37);
    new RecordRemover(MyModel).remove(37);
  }
);

After

router.post(
  '/actions/do-something',
  permissionMiddlewareCreator.smartAction()
  (req, res) => {
    const { query, user } = req;

    // List helpers
    new RecordsGetter(MyModel, user, query).getAll();
    new RecordsGetter(MyModel, user, query).getIdsFromRequest(req);
    new RecordCounter(MyModel, user, query).count();
    new RecordsExporter(MyModel, user, query).streamExport(res);
    new RecordsRemover(MyModel, user, query).remove([1, 2, 3])

    // Single item helpers
    new RecordCreator(MyModel, user, query).create({title: 'One');
    new RecordGetter(MyModel, user, query).get(37);
    new RecordUpdater(MyModel, user, query).update({title: Two'}, 37);
    new RecordRemover(MyModel, user, query).remove(37);
  }
);

Smart actions

The values endpoint is no longer supported. Hooks now replaces the values endpoint since they are now available for single, bulk & global smart action types.

1st change:

The Smart action change hook method name is no longer the fieldName. You are now required to declare the hook name as a property inside the field.

Before

{
  name: 'Test action',
  type: 'single',
  fields: [{
    field: 'a field',
    type: 'String',
  }],
  hooks: {
    change: {
      'a field': ({ fields }) => {
        // Do something ...
        return fields;
      },
    }
  },
}

After

{
  name: 'Test action',
  type: 'single',
  fields: [{
    field: 'a field',
    type: 'String',
    hook: 'onFieldChanged',
  }],
  hooks: {
    change: {
      onFieldChanged: ({ fields, changedField }) => {
        // Do something ...
        return fields;
      },
    }
  },
}

2nd change:

The signature of hooks functions has changed. fields is now an array. You must change the way you access fields.

Before

[...]
hooks: {
  load: ({ fields }) => {
    const field = fields['a field'];
    field.value = 'init your field';
    return fields;
  },
  change: {
    onFieldChanged: ({ fields }) => {
      const field = fields['a field'];
      field.value = 'what you want';
      return fields;
    }
  }
}
[...]

After

[...]
hooks: {
  load: ({ fields }) => {
    const field = fields.find(field => field.field === 'a field');
    field.value = 'init your field';
    return fields;
  },
  change: {
    onFieldChanged: ({ fields, changedField }) => {
      const field = fields.find(field => field.field === 'a field');
      field.value = 'what you want';
      return fields;
    }
  }
}
[...]

3rd change:

The signature of hooks functions has changed. In order to support hooks for global and bulk smart actions, record is no longer sent to the hook. You must change the way you get the record information. This change also prevents unnecessary computation in case you don't need to access the record(s) inside the hooks.

Before

[...]
hooks: {
  load: ({ fields, record }) => {
    const field = fields['a field'];
    field.value = record.aProps;
    return fields;
  },
}
[...]

After

const { model } = require('../models');
[...]
hooks: {
  load: async ({ fields, request }) => {
    const [id] = await new RecordsGetter(model, request.user, request.query)
      .getIdsFromRequest(request);
    // or
    const id = request.body.data.attributes.ids[0];

    const record = await model.findByPk(id);

    const field = fields.find(field => field.field === 'a field');
    field.value = record.aProps;

    return fields;
  },
}
[...]
const { model } = require('../models');
[...]
hooks: {
  load: async ({ fields, request }) => {
    const [id] = await new RecordsGetter(model, request.user, request.query)
      .getIdsFromRequest(request);
    // or
    const id = request.body.data.attributes.ids[0];

    const record = await model.findById(id);

    const field = fields.find(field => field.field === 'a field');
    field.value = record.aProps;

    return fields;
  },
}
[...]

If you use a regex to parse data before sending it for upload (like we originally suggested in this ), there is a breaking change: you need to use the output of the parseDataUri method.

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