Menu editor

One common task you need to do is organize your sidebar resources into menus. You can easily do that using the menu editor in the initializer.

When you start with Avo, you'll get an auto-generated sidebar by default. That sidebar will contain all your resources, dashboards, and custom tools. To customize that menu, you have to add the main_menu key to your initializer.

# config/initializers/avo.rb
Avo.configure do |config|
  config.main_menu = -> {
    section "Resources", icon: "heroicons/outline/academic-cap" do
      group "Academia" do
        resource :course
        resource :course_link
      end

      group "Blog", collapsable: true, collapsed: true do
        dashboard :dashy

        resource :post
        resource :comment
      end
    end

    section I18n.t('avo.other'), icon: "heroicons/outline/finger-print", collapsable: true, collapsed: true do
      link_to 'Avo HQ', path: 'https://avohq.io', target: :_blank
      link_to 'Jumpstart Rails', path: 'https://jumpstartrails.com/', target: :_blank
    end
  }
end

For now, Avo supports editing only two menus, main_menu and profile_menu. However, that might change in the future by allowing you to write custom menus for other parts of your app.

# config/initializers/avo.rb
Avo.configure do |config|
  config.main_menu = -> {
    section I18n.t("avo.dashboards"), icon: "dashboards" do
      dashboard :dashy, visible: -> { true }
      dashboard :sales, visible: -> { true }

      group "All dashboards", visible: false do
        all_dashboards
      end
    end

    section "Resources", icon: "heroicons/outline/academic-cap" do
      group "Academia" do
        resource :course
        resource :course_link
      end

      group "Blog" do
        resource :posts
        resource :comments
      end

      group "Other" do
        resource :fish
      end
    end

    section "Tools", icon: "heroicons/outline/finger-print" do
      all_tools
    end

    group do
      link_to "Avo", path: "https://avohq.io"
      link_to "Google", path: "https://google.com", target: :_blank
    end
  }
  config.profile_menu = -> {
    link_to "Profile", path: "/profile", icon: "user-circle"
  }
end

Menu item types

A few menu item types are supported link_to, section, group, resource, and dashboard. There are a few helpers too, like all_resources, all_dashboards, and all_tools.

-> link_to

Link to is the menu item that the user will probably interact with the most. It will generate a link on your menu. You can specify the name, path , and target.

link_to "Google", path: "https://google.com", target: :_blank

When you add the target: :_blank option, a tiny external link icon will be displayed.

-> resource

To make it a bit easier, you can use resource to quickly generate a link to one of your resources. For example, you can pass a short symbol name :user or the full name UserResource.

resource :posts
resource "CommentsResource"

You can also change the label for the resource items to something else.

resource :posts, label: "News posts"

Additionally, you can pass the params option to the resource items to add query params to the link.

resource :posts, params: { status: "published" }
resource :users, params: -> do
  decoded_filter = {"IsAdmin"=>["non_admins"]}

  { filters: Avo::Filters::BaseFilter.encode_filters(decoded_filter)}
end

-> dashboard

Similar to resource, this is a helper to make it easier to reference a dashboard. You pass in the id or the name of the dashboard.

dashboard :dashy
dashboard "Sales"

You can also change the label for the dashboard items to something else.

dashboard :dashy, label: "Dashy Dashboard"

-> section

Sections are the big categories in which you can group your menu items. They take name and icon options.

section "Resources", icon: "heroicons/outline/academic-cap" do
  resource :course
  resource :course_link
end

-> group

Groups are smaller categories where you can bring together your items.

group "Blog" do
  resource :posts
  resource :categories
  resource :comments
end

-> all_resources

Renders all resources.

section "App", icon: "heroicons/outline/beaker" do
  group "Resources", icon: "resources" do
    all_resources
  end
end

-> all_dashboards

Renders all dashboards.

section "App", icon: "heroicons/outline/beaker" do
  group "Dashboards", icon: "dashboards" do
    all_dashboards
  end
end

-> all_tools

Renders all tools.

section "App", icon: "heroicons/outline/beaker" do
  group "All tools", icon: "tools" do
    all_tools
  end
end

all_ helpers

section "App", icon: "heroicons/outline/beaker" do
  group "Dashboards", icon: "dashboards" do
    all_dashboards
  end

  group "Resources", icon: "resources" do
    all_resources
  end

  group "All tools", icon: "tools" do
    all_tools
  end
end

WARNING

The all_resources helper is taking into account your authorization rules, so make sure you have def index? enabled in your resource policy.

Item visibility

The visible option is available on all menu items. It can be a boolean or a block that has access to a few things:

• the current_user. Given that you set a way for Avo to know who the current user is, that will be available in that block call
• the context object.
• the params object of that current request
• the view_context object. The view_context object lets you use the route helpers. eg: view_context.main_app.posts_path.

# config/initializers/avo.rb
Avo.configure do |config|
  config.main_menu = -> {
    resource :user, visible: -> do
      context[:something] == :something_else
    end
  }
end

Add data attributes to items

Since v2.16

You may want to add special data attributes to some items and you can do that using the data option. For example you may add data: {turbo: false} to make a regular request for a link.

# config/initializers/avo.rb
Avo.configure do |config|
  config.main_menu = -> {
    resource :user, data: {turbo: false}
  }
end

Using authorization rules

When you switch from a generated menu to a custom one, you might want to keep using the same authorization rules as before. To quickly do that, use the authorize method in the visible option.

# config/initializers/avo.rb
Avo.configure do |config|
  config.main_menu = -> {
    resource :team, visible: -> do
      # authorize current_user, MODEL_THAT_NEEDS_TO_BE_AUTHORIZED, METHOD_THAT_NEEDS_TO_BE_AUTHORIZED
      authorize current_user, Team, "index?", raise_exception: false
    end
  }
end

Icons

For Sections, you can use icons to make them look better. You can use some local ones that we used throughout the app and all heroicons designed by Steve Schoger. In addition, you can use the solid or outline versions. We used the outline version throughout the app.

section "Resources", icon: "heroicons/outline/academic-cap" do
  resource :course
end

section "Resources", icon: "heroicons/solid/finger-print" do
  resource :course
end

section "Resources", icon: "heroicons/outline/adjustments" do
  resource :course
end

Icons on resource, dashboard, and link_to items

Since v2.36

Since 2.36 you can add icons to other menu items like resource, dashboard, and link_to.

link_to "Avo", "https://avohq.io", icon: "globe"

Collapsable sections and groups

When you have a lot of items they can take up a lot of vertical space. You can choose to make those sidebar sections collapsable by you or your users.

section "Resources", icon: "resources", collapsable: true do
  resource :course
end

That will add the arrow icon next to the section to indicate it's collapsable. So when your users collapse and expand it, their choice will be stored in Local Storage and remembered in that browser.

Default collapsed state

You can however, set a default collapsed state using the collapsed option.

section "Resources", icon: "resources", collapsable: true, collapsed: true do
  resource :course
end

You might want to allow your users to hide certain items from view.

Authorization

Watch the demo video

If you use the authorization feature, you will need an easy way to authorize your items in the menu builder. For that scenario, we added the authorize helper.

Avo.configure do |config|
  config.main_menu = -> {
    resource :team, visible: -> {
      # authorize current_user, THE_RESOURCE_MODEL, THE_POLICY_METHOD, raise_exception: false
      authorize current_user, Team, "index?", raise_exception: false
    }
  }
end

Use it in the visible block by giving it the current_user (which is available in that block), the class of the resource, the method that you'd like to authorize for (default is index?), and tell it not to throw an exception.

Now, the item visibility will use the index? method from the TeamPolicy class.

Profile menu

The profile menu allows you to add items to the menu displayed in the profile component. The sign-out link is automatically added for you.

You may add the icon option to the profile_menu links.

# config/initializers/avo.rb
Avo.configure do |config|
  config.profile_menu = -> {
    link_to "Profile", path: "/profile", icon: "user-circle"
  }
end

Forms in profile menu

Since v2.34.1

It's common to have forms that POST to a path to do sign ut a user. For this scenario we added the method and params option to the profile item link_to, so if you have a custom sign out path you can do things like this.

# config/initializers/avo.rb
Avo.configure do |config|
  config.profile_menu = -> {
    link_to "Sign out", path: main_app.destroy_user_session_path, icon: "user-circle", method: :post, params: {custom_param: :here}
  }
end

Custom content in the profile menu

Since v2.34.1

You might, however, wnat to add a very custom form or more items to the profile menu. For that we prepared the _profile_menu_extra.html.erb partial for you.

bin/rails generate avo:eject :profile_menu_extra

This will eject the partial and you can add whatever custom content you might need.

<%# Example link below %>
<%#= render Avo::ProfileItemComponent.new label: 'Profile', path: '/profile', icon: 'user-circle' %>