Smart segment to restrict access to an action on a record details view

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

Node.js

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 @forestadmin/agent v1.

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

Ruby on Rails

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

Python

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 forestadmin-agent-django v1.

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

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

PHP

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 forestadmin/laravel-forestadmin v3.

If you’re using a Symfony agent, go to the forestadmin/symfony-forestadmin v1 documentation.

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

Smart segment to restrict access to an action on a record details view

Context: As a user, I want to enable or not a smart action for a record depending on the value of a smart field.

In this example, the user wants to enable the access to a smart action called restricted action for a collection customers solely for customers that have registered orders. In our data models a customer hasMany orders.

The behavior observed above corresponds to this implementation in the file customers.js

const { collection } = require('forest-express-sequelize');
const models = require('../models');
const { Op } = models.Sequelize;

collection('customers', {
  actions: [
    {
      name: 'Restricted action',
    },
  ],
  fields: [
    {
      field: 'ordersNumber',
      type: 'Number',
      get(customer) {
        return models.orders
          .count({ where: { customer_id: customer.id } })
          .then((nb) => nb);
      },
    },
  ],
  segments: [
    {
      name: 'Customers with orders',
      where: (query) => {
        const recordId = JSON.parse(query.filters).value;
        return models.orders
          .count({ where: { customer_id: recordId } })
          .then((ordersNumber) => {
            if (ordersNumber > 0) {
              return { id: { [Op.in]: [recordId] } };
            }
            return { id: { [Op.in]: [null] } };
          });
      },
    },
  ],
});

This works only at the level of a records details view as we are looking to catch the query made to ensure that the action should be visible. This query is structured this way and allows us to implement the logic above by retrieving the record id present in the filter:

{
  segment: 'Customers with orders',
  filters: '{"field":"id","operator":"equal","value":"67573"}',
  timezone: 'Europe/Paris'
}