h2. Getting Started with Rails
This guide covers getting up and running with Ruby on Rails. After reading it,
you should be familiar with:
* Installing Rails, creating a new Rails application, and connecting your application to a database
* The general layout of a Rails application
* The basic principles of MVC (Model, View Controller) and RESTful design
* How to quickly generate the starting pieces of a Rails application
endprologue.
WARNING. This Guide is based on Rails 3.2. Some of the code shown here will not
work in earlier versions of Rails.
WARNING: The Edge version of this guide is currently being re-worked. Please excuse us while we re-arrange the place.
h3. Guide Assumptions
This guide is designed for beginners who want to get started with a Rails
application from scratch. It does not assume that you have any prior experience
with Rails. However, to get the most out of it, you need to have some
prerequisites installed:
* The "Ruby":http://www.ruby-lang.org/en/downloads language version 1.8.7 or higher
TIP: Note that Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails
3.0. Ruby Enterprise Edition have these fixed since release 1.8.7-2010.02
though. On the 1.9 front, Ruby 1.9.1 is not usable because it outright segfaults
on Rails 3.0, so if you want to use Rails 3 with 1.9.x jump on 1.9.2 or
1.9.3 for smooth sailing.
* The "RubyGems":http://rubyforge.org/frs/?group_id=126 packaging system
** If you want to learn more about RubyGems, please read the "RubyGems User Guide":http://docs.rubygems.org/read/book/1
* A working installation of the "SQLite3 Database":http://www.sqlite.org
Rails is a web application framework running on the Ruby programming language.
If you have no prior experience with Ruby, you will find a very steep learning
curve diving straight into Rails. There are some good free resources on the
internet for learning Ruby, including:
* "Mr. Neighborly's Humble Little Ruby Book":http://www.humblelittlerubybook.com
* "Programming Ruby":http://www.ruby-doc.org/docs/ProgrammingRuby/
* "Why's (Poignant) Guide to Ruby":http://mislav.uniqpath.com/poignant-guide/
h3. What is Rails?
Rails is a web application development framework written in the Ruby language.
It is designed to make programming web applications easier by making assumptions
about what every developer needs to get started. It allows you to write less
code while accomplishing more than many other languages and frameworks.
Experienced Rails developers also report that it makes web application
development more fun.
Rails is opinionated software. It makes the assumption that there is a "best"
way to do things, and it's designed to encourage that way - and in some cases to
discourage alternatives. If you learn "The Rails Way" you'll probably discover a
tremendous increase in productivity. If you persist in bringing old habits from
other languages to your Rails development, and trying to use patterns you
learned elsewhere, you may have a less happy experience.
The Rails philosophy includes two major guiding principles:
* DRY - "Don't Repeat Yourself" - suggests that writing the same code over and over again is a bad thing.
* Convention Over Configuration - means that Rails makes assumptions about what you want to do and how you're going to
do it, rather than requiring you to specify every little thing through endless configuration files.
h3. Creating a New Rails Project
The best way to use this guide is to follow each step as it happens, no code or
step needed to make this example application has been left out, so you can
literally follow along step by step. You can get the complete code
"here":https://github.com/lifo/docrails/tree/master/guides/code/getting_started.
By following along with this guide, you'll create a Rails project called <tt>blog</tt>, a
(very) simple weblog. Before you can start building the application, you need to
make sure that you have Rails itself installed.
TIP: The examples below use # and $ to denote terminal prompts. If you are using Windows, your prompt will look something like c:\source_code>
h4. Installing Rails
To install Rails, use the +gem install+ command provided by RubyGems:
<shell>
# gem install rails
</shell>
TIP. If you're working on Windows, you can quickly install Ruby and Rails with "Rails Installer":http://railsinstaller.org.
To verify that you have everything installed correctly, you should be able to run the following:
<shell>
$ rails --version
</shell>
If it says something like "Rails 3.2.3" you are ready to continue.
h4. Creating the Blog Application
Rails comes with a number of generators that are designed to make your development life easier. One of these is the new application generator, which will provide you with the foundation of a Rails application so that you don't have to write it yourself.
To use this generator, open a terminal, navigate to a directory where you have rights to create files, and type:
<shell>
$ rails new blog
</shell>
This will create a Rails application called Blog in a directory called blog.
TIP: You can see all of the command line options that the Rails application builder accepts by running <tt>rails new -h</tt>.
After you create the blog application, switch to its folder to continue work directly in that application:
<shell>
$ cd blog
</shell>
The +rails new blog+ command we ran above created a folder in your working directory called <tt>blog</tt>. The <tt>blog</tt> directory has a number of auto-generated files and folders that make up the structure of a Rails application. Most of the work in this tutorial will happen in the <tt>app/</tt> folder, but here's a basic rundown on the function of each of the files and folders that Rails created by default:
|_.File/Folder|_.Purpose|
|app/|Contains the controllers, models, views, helpers, mailers and assets for your application. You'll focus on this folder for the remainder of this guide.|
|config/|Configure your application's runtime rules, routes, database, and more. This is covered in more detail in "Configuring Rails Applications":configuring.html|
|config.ru|Rack configuration for Rack based servers used to start the application.|
|db/|Contains your current database schema, as well as the database migrations.|
|doc/|In-depth documentation for your application.|
|Gemfile<BR />Gemfile.lock|These files allow you to specify what gem dependencies are needed for your Rails application. These files are used by the Bundler gem. For more information about Bundler, see "the Bundler website":http://gembundler.com |
|lib/|Extended modules for your application.|
|log/|Application log files.|
|public/|The only folder seen to the world as-is. Contains the static files and compiled assets.|
|Rakefile|This file locates and loads tasks that can be run from the command line. The task definitions are defined throughout the components of Rails. Rather than changing Rakefile, you should add your own tasks by adding files to the lib/tasks directory of your application.|
|README.rdoc|This is a brief instruction manual for your application. You should edit this file to tell others what your application does, how to set it up, and so on.|
|script/|Contains the rails script that starts your app and can contain other scripts you use to deploy or run your application.|
|test/|Unit tests, fixtures, and other test apparatus. These are covered in "Testing Rails Applications":testing.html|
|tmp/|Temporary files|
|vendor/|A place for all third-party code. In a typical Rails application, this includes Ruby Gems and the Rails source code (if you optionally install it into your project).|
h3. Hello, Rails!
To begin with, let's get some text up on screen quickly. To do this, you need to get your Rails application server running.
h4. Starting up the Web Server
You actually have a functional Rails application already. To see it, you need to start a web server on your development machine. You can do this by running:
<shell>
$ rails server
</shell>
TIP: Compiling CoffeeScript to JavaScript requires a JavaScript runtime and the absence of a runtime will give you an +execjs+ error. Usually Mac OS X and Windows come with a JavaScript runtime installed. Rails adds the +therubyracer+ gem to Gemfile in a commented line for new apps and you can uncomment if you need it. +therubyrhino+ is the recommended runtime for JRuby users and is added by default to Gemfile in apps generated under JRuby. You can investigate about all the supported runtimes at "ExecJS":https://github.com/sstephenson/execjs#readme.
This will fire up WEBrick, a webserver built into Ruby by default. To see your application in action, open a browser window and navigate to "http://localhost:3000":http://localhost:3000. You should see the Rails default information page:
!images/rails_welcome.png(Welcome Aboard screenshot)!
TIP: To stop the web server, hit Ctrl+C in the terminal window where it's running. In development mode, Rails does not generally require you to restart the server; changes you make in files will be automatically picked up by the server.
The "Welcome Aboard" page is the _smoke test_ for a new Rails application: it makes sure that you have your software configured correctly enough to serve a page. You can also click on the _About your application’s environment_ link to see a summary of your application's environment.
h4. Say "Hello", Rails
To get Rails saying "Hello", you need to create at minimum a _controller_ and a _view_.
A controller's purpose is to receive specific requests for the application. _Routing_ decides which controller receives which requests. Often, there is more than one route to each controller, and different routes can be served by different _actions_. Each action's purpose is to collect information to provide it to a view.
A view's purpose is to display this information in a human readable format. An important distinction to make is that it is the _controller_, not the view, where information is collected. The view should just display that information. By default, view templates are written in a language called ERB (Embedded Ruby) which is converted by the request cycle in Rails before being sent to the user.
To create a new controller, you will need to run the "controller" generator and tell it you want a controller called "welcome" with an action called "index", just like this:
<shell>
$ rails generate controller welcome index
</shell>
Rails will create several files for you. Most important of these are of course the controller, located at +app/controllers/welcome_controller.rb+ and the view, located at +app/views/welcome/index.html.erb+.
Open the +app/views/welcome/index.html.erb+ file in your text editor and edit it to contain a single line of code:
<code class="html">
<h1>Hello, Rails!</h1>
</code>
h4. Setting the Application Home Page
Now that we have made the controller and view, we need to tell Rails when we want "Hello Rails!" to show up. In our case, we want it to show up when we navigate to the root URL of our site, "http://localhost:3000":http://localhost:3000. At the moment, however, the "Welcome Aboard" smoke test is occupying that spot.
To fix this, delete the +index.html+ file located inside the +public+ directory of the application.
You need to do this because Rails will serve any static file in the +public+ directory that matches a route in preference to any dynamic content you generate from the controllers.
Next, you have to tell Rails where your actual home page is located.
Open the file +config/routes.rb+ in your editor. This is your application's _routing file_ which holds entries in a special DSL (domain-specific language) that tells Rails how to connect incoming requests to controllers and actions. This file contains many sample routes on commented lines, and one of them actually shows you how to connect the root of your site to a specific controller and action. Find the line beginning with +root :to+ and uncomment it. It should look something like the following:
<ruby>
Blog::Application.routes.draw do
#...
# You can have the root of your site routed with "root"
# just remember to delete public/index.html.
root :to => "welcome#index"
</ruby>
The +root :to => "welcome#index"+ tells Rails to map requests to the root of the application to the welcome controller's index action. This was created earlier when you ran the controller generator (+rails generate controller welcome index+).
If you navigate to "http://localhost:3000":http://localhost:3000 in your browser, you'll see +Hello, Rails!+.
NOTE. For more information about routing, refer to "Rails Routing from the Outside In":routing.html.
h3. Getting Up and Running
Now that you've seen how to create a controller, an action and a view, let's create something with a bit more substance.
In the Blog application, you will now create a new _resource_. A resource is the term used for a collection of similar objects, such as posts, people or animals. You can create, read, update and destroy items for a resource and these operations are referred to as _CRUD_ operations.
In the next section, you will add the ability to create new posts in your application and be able to view them. This is the "CR" from CRUD. The form for doing this will look like this:
!images/getting_started/new_post.png(The new post form)!
It will look a little basic for now, but that's ok. We'll look at improving the styling for it afterwards.
h4. Laying down the ground work
The first thing that you are going to need to create a new post within the application is a place to do that. A great place for that would be at +/posts/new+. If you attempt to navigate to that now -- by visiting "http://localhost:3000/posts/new":http://localhost:3000/posts/new -- Rails will give you a routing error:
!images/getting_started/routing_error_no_route_matches.png(A routing error, no route matches /posts/new)!
This is because there is nowhere inside the routes for the application -- defined inside +config/routes.rb+ -- that defines this route. By default, Rails has no routes configured at all, and so you must define your routes as you need them.
To do this, you're going to need to create a route inside +config/routes.rb+ file, on a new line between the +do+ and the +end+ for the +draw+ method:
<ruby>
get "posts/new"
</ruby>
This route is a super-simple route: it defines a new route that only responds to +GET+ requests, and that the route is at +posts/new+. But how does it know where to go without the use of the +:to+ option? Well, Rails uses a sensible default here: Rails will assume that you want this route to go to the new action inside the posts controller.
With the route defined, requests can now be made to +/posts/new+ in the application. Navigate to "http://localhost:3000/posts/new":http://localhost:3000/posts/new and you'll see another routing error:
!images/getting_started/routing_error_no_controller.png(Another routing error, uninitialized constant PostsController)!
This error is happening because this route need a controller to be defined. The route is attempting to find that controller so it can serve the request, but with the controller undefined, it just can't do that. The solution to this particular problem is simple: you need to create a controller called +PostsController+. You can do this by running this command:
<shell>
$ rails g controller posts
</shell>
If you open up the newly generated +app/controllers/posts_controller.rb+ you'll see a fairly empty controller:
<ruby>
class PostsController < ApplicationController
end
</ruby>
A controller is simply a class that is defined to inherit from +ApplicationController+. It's inside this class that you'll define methods that will become the actions for this controller. These actions will perform CRUD operations on the posts within our system.
If you refresh "http://localhost:3000/posts/new":http://localhost:3000/posts/new now, you'll get a new error:
!images/getting_started/unknown_action_new_for_posts.png(Unknown action new for PostsController!)!
This error indicates that Rails cannot find the +new+ action inside the +PostsController+ that you just generated. This is because when controllers are generated in Rails they are empty by default, unless you tell it you wanted actions during the generation process.
To manually define an action inside a controller, all you need to do is to define a new method inside the controller. Open +app/controllers/posts_controller.rb+ and inside the +PostsController+ class, define a +new+ method like this:
<ruby>
def new
end
</ruby>
With the +new+ method defined in +PostsController+, if you refresh "http://localhost:3000/posts/new":http://localhost:3000/posts/new you'll see another error:
!images/getting_started/template_is_missing_posts_new.png(Template is missing for posts/new)!
You're getting this error now because Rails expects plain actions like this one to have views associated with them to display their information. With no view available, Rails errors out.
In the above image, the bottom line has been truncated. Let's see what the full thing looks like:
<text>
Missing template posts/new, application/new with {:locale=>[:en], :formats=>[:html], :handlers=>[:erb, :builder, :coffee]}. Searched in: * "/path/to/blog/app/views"
</text>
That's quite a lot of text! Let's quickly go through and understand what each part of it does.
The first part identifies what template is missing. In this case, it's the +posts/new+ template. Rails will first look for this template. If not found, then it will attempt to load a template called +application/new+. It looks for one here because the +PostsController+ inherits from +ApplicationController+.
The next part of the message contains a hash. The +:locale+ key in this hash simply indicates what spoken language template should be retrieved. By default, this is the English -- or "en" -- template. The next key, +:formats+ specifies the format of template to be served in response . The default format is +:html+, and so Rails is looking for an HTML template. The final key, +:handlers+, is telling us what _template handlers_ could be used to render our template. +:erb+ is most commonly used for HTML templates, +:builder+ is used for XML templates, and +:coffee+ uses CoffeeScript to build JavaScript templates.
The final part of this message tells us where Rails has looked for the templates. Templates within a basic Rails application like this are kept in a single location, but in more complex applications it could be many different paths.
The simplest template that would work in this case would be one located at +app/views/posts/new.html.erb+. The extension of this file name is key: the first extension is the _format_ of the template, and the second extension is the _handler_ that will be used. Rails is attempting to find a template called +posts/new+ within +app/views+ for the application. The format for this template can only be +html+ and the handler must be one of +erb+, +builder+ or +coffee+. Because you want to create a new HTML form, you will be using the +ERB+ language. Therefore the file should be called +posts/new.html.erb+ and needs to be located inside the +app/views+ directory of the application.
Go ahead now and create a new file at +app/views/posts/new.html.erb+ and write this content in it:
<erb>
<h1>New Post</h1>
</erb>
When you refresh "http://localhost:3000/posts/new":http://localhost:3000/posts/new you'll now see that the page has a title. The route, controller, action and view are now working harmoniously! It's time to create the form for a new post.
h4. The first form
To create a form within this template, you will use a <em>form
builder</em>. The primary form builder for Rails is provided by a helper
method called +form_for+. To use this method, add this code into +app/views/posts/new.html.erb+:
<erb>
<%= form_for :post do |f| %>
<p>
<%= f.label :title %><br>
<%= f.text_field :title %>
</p>
<p>
<%= f.label :text %><br>
<%= f.text_area :text %>
</p>
<p>
<%= f.submit %>
</p>
<% end %>
</erb>
If you refresh the page now, you'll see the exact same form as in the example. Building forms in Rails is really just that easy!
When you call +form_for+, you pass it an identifying object for this form. In this case, it's the symbol +:post+. This tells the +form_for+ helper what this form is for. Inside the block for this method, the FormBuilder object -- represented by +f+ -- is used to build two labels and two text fields, one each for the title and text of a post. Finally, a call to +submit+ on the +f+ object will create a submit button for the form.
There's one problem with this form though. If you inspect the HTML that is generated, by viewing the source of the page, you will see that the +action+ attribute for the form is pointing at +/posts/new+. This is a problem because this route goes to the very page that you're on right at the moment, and that route should only be used to display the form for a new post.
So the form needs to use a different URL in order to go somewhere else. This can be done quite simply with the +:url+ option of +form_for+. Typically in Rails, the action that is used for new form submissions like this is called "create", and so the form should be pointed to this action.
Edit the +form_for+ line inside +app/views/posts/new.html.erb+ to look like this:
<erb>
<%= form_for :post, :url => { :action => :create } do |f| %>
</erb>
In this example, a +Hash+ object is passed to the +:url+ option. What Rails will do with this is that it will point the form to the +create+ action of the current controller, the +PostsController+, and will send a +POST+ request to that route. For this to work, you will need to add a route to +config/routes.rb+, right underneath the one for "posts/new":
<ruby>
post "posts/create"
</ruby>
By using the +post+ method rather than the +get+ method, Rails will define a route that will only respond to POST methods. The POST method is the typical method used by forms all over the web.
With the form and the route for it defined now, you will be able to fill in the form and then click the submit button to begin the process of creating a new post, so go ahead and do that. When you submit the form, you should see a familiar error:
!images/getting_started/unknown_action_create_for_posts.png(Unknown action create for PostsController)!
You will now need to create the +create+ action within the +PostsController+ for this to work.
h4. Creating posts
To make the "Unknown action" go away, you can define a +create+ action within the +PostsController+ class in +app/controllers/posts_controller.rb+, underneath the +new+ action:
<ruby>
class PostsController < ApplicationController
def new
end
def create
end
end
</ruby>
If you re-submit the form now, you'll see another familiar error: a template is missing. That's ok, we can ignore that for now. What the +create+ action should be doing is saving our new post to a database.
When a form is submitted, the fields of the form are sent to Rails as _parameters_. These parameters can then be referenced inside the controller actions, typically to perform a particular task. To see what these parameters look like, change the +create+ action to this:
<ruby>
def create
render :text => params[:post].inspect
end
</ruby>
The +render+ method here is taking a very simple hash with the key of +text+ and the value of +params[:post].inspect+. The +params+ method here is the object which represents the parameters (or fields) coming in from the form. The +params+ method returns a +HashWithIndifferentAccess+ object, which allows you to access the keys of the hash using either strings or symbols. In this situation, the only parameters that matter are the ones from the form.
If you re-submit the form one more time you'll now no longer get the missing template error. Instead, you'll see something that looks like the following:
<ruby>
{"title"=>"First post!", "text"=>"This is my first post."}
</ruby>
This action is now displaying the parameters for the post that are coming in from the form. However, this isn't really all that helpful. Yes, you can see the parameters but nothing in particular is being done with them.
h4. Creating the Post model
Rails uses models to manage database objects, so if you want to save
data to the database you'll have to create a model. In our blog
application you want to save posts, so you'll create a +Post+ model.
You can create a model with the following command:
<shell>
$ rails generate model Post title:string text:text
</shell>
With that command we told Rails that we want a +Post+ model, which in
turn should have a title attribute of type string, and a text attribute
of type text. Rails in turn responded by creating a bunch of files. For
now, we're only interested in +app/models/post.rb+ and
+db/migrate/20120419084633_create_posts.rb+. The latter is responsible
for creating the database structure, which is what we'll look at next.
h4. Running a Migration
As we've just seen, +rails generate model+ created a _database
migration_ file inside the +db/migrate+ directory.
Migrations are Ruby classes that are designed to make it simple to
create and modify database tables. Rails uses rake commands to run migrations,
and it's possible to undo a migration after it's been applied to your database.
Migration filenames include a timestamp to ensure that they're processed in the
order that they were created.
If you look in the +db/migrate/20120419084633_create_posts.rb+ file (remember,
yours will have a slightly different name), here's what you'll find:
<ruby>
class CreatePosts < ActiveRecord::Migration
def change
create_table :posts do |t|
t.string :title
t.text :text
t.timestamps
end
end
end
</ruby>
The above migration creates a method named +change+ which will be called when you
run this migration. The action defined in this method is also reversible, which
means Rails knows how to reverse the change made by this migration, in case you
want to reverse it later. When you run this migration it will create a
+posts+ table with one string column and a text column. It also creates two
timestamp fields to allow Rails to track post creation and update times. More
information about Rails migrations can be found in the "Rails Database
Migrations":migrations.html guide.
At this point, you can use a rake command to run the migration:
<shell>
$ rake db:migrate
</shell>
Rails will execute this migration command and tell you it created the Posts
table.
<shell>
== CreatePosts: migrating ====================================================
-- create_table(:posts)
-> 0.0019s
== CreatePosts: migrated (0.0020s) ===========================================
</shell>
NOTE. Because you're working in the development environment by default, this
command will apply to the database defined in the +development+ section of your
+config/database.yml+ file. If you would like to execute migrations in another
environment, for instance in production, you must explicitly pass it when
invoking the command: <tt>rake db:migrate RAILS_ENV=production</tt>.
h4. Saving data in the controller
Back in +posts_controller+, we need to change the +create+ action
to use the new +Post+ model to save data in the database. Open that file
and change the +create+ action to look like the following:
<ruby>
def create
@post = Post.new(params[:post])
@post.save
redirect_to :action => :show, :id => @post.id
end
</ruby>
Here's what's going on: every Rails model can be initialized with its
respective attributes, which are automatically mapped to its
database columns. In the first line we do just that (remember that
+params[:post]+ contains the attributes we're interested in). Then,
+@post.save+ is responsible for saving the model in the database.
Finally, on the last line we redirect the user to the +show+ action,
wich we have not defined yet.
TIP: As we'll see later, +@post.save+ returns a boolean indicating
wherever the model was saved or not, and you can (and usually do) take
different actions depending on the result of calling +@post.save+.
h4. Showing posts
Before trying to create a new post, let's add the +show+ action, which
will be responsible for showing our posts. Open +config/routes.rb+
and add the following route:
<ruby>
get "posts/:id" => "posts#show"
</ruby>
The special syntax +:id+ tells rails that this route expects an +:id+
parameter, which in our case will be the id of the post. Note that this
time we had to specify the actual mapping, +posts#show+ because
otherwise Rails would not know which action to render.
As we did before, we need to add the +show+ action in the
+posts_controller+ and its respective view.
<ruby>
def show
@post = Post.find(params[:id])
end
</ruby>
A couple of things to note. We use +Post.find+ to find the post we're
interested in. We also use an instance variable (prefixed by +@+) to
hold a reference to the post object. We do this because Rails will pass all instance
variables to the view.
Now, create a new file +app/view/posts/show.html.erb+ with the following
content:
<erb>
<p>
<strong>Title:</strong>
<%= @post.title %>
</p>
<p>
<strong>Text:</strong>
<%= @post.text %>
</p>
</erb>
Finally, if you now go to
"http://localhost:3000/posts/new":http://localhost:3000/posts/new you'll
be able to create a post. Try it!
!images/getting_started/show_action_for_posts.png(Show action for posts)!
h4. Listing all posts
We still need a way to list all our posts, so let's do that. As usual,
we'll need a route, a controller action, and a view:
<ruby>
# Add to config/routes.rb
get "posts" => "posts#index"
# Add to app/controllers/posts_controller.rb
def index
@posts = Post.all
end
</ruby>
+app/view/posts/index.html.erb+:
<erb>
<h1>Listing posts</h1>
<table>
<tr>
<th>Title</th>
<th>Text</th>
</tr>
<% @posts.each do |post| %>
<tr>
<td><%= post.title %></td>
<td><%= post.text %></td>
</tr>
<% end %>
</table>
</erb>
h4. Adding links
You can now create, show, and list posts. Now let's add some links to
navigate through pages.
Open +app/views/welcome/index.html.erb+ and modify it as follows:
<ruby>
<h1>Hello, Rails!</h1>
<%= link_to "My Blog", :controller => "posts" %>
</ruby>
The +link_to+ method is one of Rails' built-in view helpers. It creates a
hyperlink based on text to display and where to go - in this case, to the path
for posts.
Let's add links to the other views as well.
<erb>
# app/views/posts/index.html.erb
<h1>Listing posts</h1>
<%= link_to 'New post', :action => :new %>
<table>
<tr>
<th>Title</th>
<th>Text</th>
<th></th>
</tr>
<% @posts.each do |post| %>
<tr>
<td><%= post.title %></td>
<td><%= post.text %></td>
<td><%= link_to 'Show', :action => :show, :id => post.id %></td>
</tr>
<% end %>
</table>
# app/views/posts/new.html.erb
<%= form_for :post do |f| %>
...
<% end %>
<%= link_to 'Back', :action => :index %>
# app/views/posts/show.html.erb
<p>
<strong>Title:</strong>
<%= @post.title %>
</p>
<p>
<strong>Text:</strong>
<%= @post.text %>
</p>
<%= link_to 'Back', :action => :index %>
</erb>
TIP: If you want to link to an action in the same controller, you don't
need to specify the +:controller+ option, as Rails will use the current
controller by default.
TIP: In development mode (which is what you're working in by default), Rails
reloads your application with every browser request, so there's no need to stop
and restart the web server when a change is made.
h4. Adding Some Validation
The model file, +app/models/post.rb+ is about as simple as it can get:
<ruby>
class Post < ActiveRecord::Base
end
</ruby>
There isn't much to this file - but note that the +Post+ class inherits from
+ActiveRecord::Base+. Active Record supplies a great deal of functionality to
your Rails models for free, including basic database CRUD (Create, Read, Update,
Destroy) operations, data validation, as well as sophisticated search support
and the ability to relate multiple models to one another.
Rails includes methods to help you validate the data that you send to models.
Open the +app/models/post.rb+ file and edit it:
<ruby>
class Post < ActiveRecord::Base
validates :title, :presence => true,
:length => { :minimum => 5 }
end
</ruby>
These changes will ensure that all posts have a title that is at least five characters long.
Rails can validate a variety of conditions in a model, including the presence or uniqueness of columns, their
format, and the existence of associated objects. Validations are covered in detail
in "Active Record Validations and
Callbacks":active_record_validations_callbacks.html#validations-overview
If you open +posts_controller+ again, you'll notice that we don't check
the result of calling +@post.save+. We need to change its behavior to
show the form back to the user if any error occur:
<ruby>
def new
@post = Post.new
end
def create
@post = Post.new(params[:post])
if @post.save
redirect_to :action => :show, :id => @post.id
else
render 'new'
end
end
</ruby>
Notice that I've also added +@post = Post.new+ to the +new+ action. I'll
explain why I did that in the next section, for now add that to your
controller as well.
Also notice that we use +render+ instead of +redirect_to+ when +save+
returns false. We can use +render+ so that the +@post+ object is passed
back to the view.
If you reload
"http://localhost:3000/posts/new":http://localhost:3000/posts/new and
try to save a post without a title, Rails will send you back to the
form, but that's not very useful. You need to tell the user that
something went wrong. To do that, you'll modify
+app/views/posts/index.html.erb+ to check for error messages:
<erb>
<%= form_for :post, :url => { :action => :create } do |f| %>
<% if @post.errors.any? %>
<div id="errorExplanation">
<h2><%= pluralize(@post.errors.count, "error") %> prohibited
this post from being saved:</h2>
<ul>
<% @post.errors.full_messages.each do |msg| %>
<li><%= msg %></li>
<% end %>
</ul>
</div>
<% end %>
<p>
<%= f.label :title %><br>
<%= f.text_field :title %>
</p>
<p>
<%= f.label :text %><br>
<%= f.text_area :text %>
</p>
<p>
<%= f.submit %>
</p>
<% end %>
<%= link_to 'Back', :action => :index %>
</erb>
A few things are going on. We check if there are any errors with
+@post.errors.any?+, and in that case we show a list of all
errors with +@post.errors.full_messages+.
+pluralize+ is a rails helper
that takes a number and a string as its arguments. If the number is
greater than one, the string will be automatically pluralized.
The reason why we added +@post = Post.new+ in +posts_controller+ is that
otherwise +@post+ would be +nil+ in our view, and calling
+@post.errors.any?+ would throw an error.
TIP: Rails automatically wraps fields that contain an error with a div
with class +field_with_errors+. You can define a css rule to make them
standout.
Now you'll get a nice error message when saving a post without title:
!images/getting_started/form_with_errors.png(Form With Errors)!
h4. Updating Posts
We've covered the "CR" part of CRUD. Now let's focus on the "U" part,
updating posts.
The first step we'll take is adding a +edit+ action to
+posts_controller+.
Start by adding a route to +config/routes.rb+:
<ruby>
get "posts/:id/edit" => "posts#edit"
</ruby>
And then add the controller action:
<ruby>
def edit
@post = Post.find(params[:id])
end
</ruby>
The view will contain a form similar to the one we used when creating
new posts. Create a file called +app/views/posts/edit.html.erb+ and make
it look as follows:
<erb>
<h1>Editing post</h1>
<%= form_for :post, :url => { :action => :update, :id => @post.id },
:method => :put do |f| %>
<% if @post.errors.any? %>
<div id="errorExplanation">
<h2><%= pluralize(@post.errors.count, "error") %> prohibited
this post from being saved:</h2>
<ul>
<% @post.errors.full_messages.each do |msg| %>
<li><%= msg %></li>
<% end %>
</ul>
</div>
<% end %>
<p>
<%= f.label :title %><br>
<%= f.text_field :title %>
</p>
<p>
<%= f.label :text %><br>
<%= f.text_area :text %>
</p>
<p>
<%= f.submit %>
</p>
<% end %>
<%= link_to 'Back', :action => :index %>
</erb>
This time we point the form to the +update+ action (not defined yet).
The +:method => :put+ option tells Rails that we want this form to be
submitted via +put+, which is the http method you're expected to use to
*update* resources according to the REST protocol.
TIP: By default forms built with the +form_for_ helper are sent via +POST+.
Moving on, we need to add the +update+ action. The file
+config/routes.rb+ will need just one more line:
<ruby>
put "posts/:id" => "posts#update"
</ruby>
And the +update+ action in +posts_controller+ itself should not look too complicated by now:
<ruby>
def update
@post = Post.find(params[:id])
if @post.update_attributes(params[:post])
redirect_to :action => :show, :id => @post.id
else
render 'edit'
end
end
</ruby>
The new method +update_attributes+ is used when you want to update a record
that already exists, and it accepts an hash containing the attributes
that you want to update. As before, if there was an error updating the
post we want to show the form back to the user.
TIP: you don't need to pass all attributes to +update_attributes+. For
example, if you'd call +@post.update_attributes(:title => 'A new title')+
Rails would only update the +title+ attribute, leaving all other
attributes untouched.
Finally, we want to show a link to the +edit+ action in the +index+ and
+show+ views:
<erb>
# app/view/posts/index.html.erb
<table>
<tr>
<th>Title</th>
<th>Text</th>
<th></th>
<th></th>
</tr>
<% @posts.each do |post| %>
<tr>
<td><%= post.title %></td>
<td><%= post.text %></td>
<td><%= link_to 'Show', :action => :show, :id => post.id %></td>
<td><%= link_to 'Edit', :action => :edit, :id => post.id %></td>
</tr>
<% end %>
</table>
# app/view/posts/show.html.erb
...
<%= link_to 'Back', :action => :index %>
| <%= link_to 'Edit', :action => :edit, :id => @post.id %>
</erb>
And here's how our app looks so far:
!images/getting_started/index_action_with_edit_link.png(Index action
with edit link)!
h4. Using partials to clean up duplication in views
+partials+ are what Rails uses to remove duplication in views. Here's a
simple example:
<erb>
# app/views/user/show.html.erb
<h1><%= @user.name %></h1>
<%= render 'user_details' %>
# app/views/user/_user_details.html.erb
<%= @user.location %>
<%= @user.about_me %>
</erb>
The +show+ view will automatically include the content of the
+_user_details+ view. Note that partials are prefixed by an underscore,
as to not be confused with regular views. However, you don't include the
underscore when including them with the +helper+ method.
TIP: You can read more about partials in the "Layouts and Rendering in
Rails":layouts_and_rendering.html guide.
Our +edit+ action looks very similar to the +new+ action, in fact they
both share the same code for displaying the form. Lets clean them up by
using a +_form+ partial.
Create a new file +app/views/posts/_form.html.erb+ with the following
content:
<erb>
<%= form_for @post do |f| %>
<% if @post.errors.any? %>
<div id="errorExplanation">
<h2><%= pluralize(@post.errors.count, "error") %> prohibited
this post from being saved:</h2>
<ul>
<% @post.errors.full_messages.each do |msg| %>
<li><%= msg %></li>
<% end %>
</ul>
</div>
<% end %>
<p>
<%= f.label :title %><br>
<%= f.text_field :title %>
</p>
<p>
<%= f.label :text %><br>
<%= f.text_area :text %>
</p>
<p>
<%= f.submit %>
</p>
<% end %>
</erb>
Everything except for the +form_for+ declaration remained the same. I'll
explain later how +form_for+ can figure out the right +action+ and
+method+ attributes when building the form, for now let's update the
+new+ and +edit+ views:
<erb>
# app/views/posts/new.html.erb
<h1>New post</h1>
<%= render 'form' %>
<%= link_to 'Back', :action => :index %>
# app/views/posts/edit.html.erb
<h1>Edit post</h1>
<%= render 'form' %>
<%= link_to 'Back', :action => :index %>
</erb>
Point your browser to
"http://localhost:3000/posts/new":http://localhost:3000/posts/new and
try creating a new post. Everything still works. Now try editing the
post and you'll receive the following error:
!images/getting_started/undefined_method_post_path.png(Undefined method
post_path)!
To understand this error, you need to understand how +form_for+ works.
When you pass an object to +form_for+ and you don't specify a +:url+
option, Rails will try to guess the +action+ and +method+ options by
checking if the passed object is a new record or not. Rails follows the
REST convention, so to create a new +Post+ object it will look for a
route named +posts_path+, and to update a +Post+ object it will look for
a route named +post_path+ and pass the current object. Similarly, rails
knows that it should create new objects via POST and update them via
PUT.
If you run +rake routes+ from the console you'll see that we already
have a +posts_path+ route, which was created automatically by Rails.
However, we don't have a +post_path+ yet, which is the reason why we
received an error before.
<shell>
# rake routes
posts GET /posts(.:format) posts#index
posts_new GET /posts/new(.:format) posts#new
posts_create POST /posts/create(.:format) posts#create
GET /posts/:id(.:format) posts#show
GET /posts/:id/edit(.:format) posts#edit
PUT /posts/:id(.:format) posts#update
root / welcome#index
</shell>
To fix this, open +config/routes.rb+ and modify the +get "posts/:id"+
line like this:
<ruby>
get "posts/:id" => "posts#show", :as => :post
</ruby>
Now you'll be able to update posts again.
h4. Deleting Posts
We're now ready to cover the "D" part of CRUD, deleting posts from the
database. Following the REST convention, we're going to add a route for
deleting posts:
<ruby>
# config/routes.rb
delete "posts/:id" => "posts#destroy"
</ruby>
We use the +delete+ method for destroying resources, which is mapped to
the +destroy+ action, which is provided below:
<ruby>
# app/controllers/posts_controller.rb
def destroy
@post = Post.find(params[:id])
@post.destroy
redirect_to :action => :index
end
</ruby>
You can call +destroy+ on Active Record objects when you want to delete
them from the dabase. Note that we don't need to add a view for this
action since we're redirecting to the +index+ action.
Finally, add a 'destroy' link to your +index+ action to wrap everything
together.
<erb>
<table>
<tr>
<th>Title</th>
<th>Text</th>
<th></th>
<th></th>
<th></th>
</tr>
<% @posts.each do |post| %>
<tr>
<td><%= post.title %></td>
<td><%= post.text %></td>
<td><%= link_to 'Show', :action => :show, :id => post.id %></td>
<td><%= link_to 'Edit', :action => :edit, :id => post.id %></td>
<td><%= link_to 'Destroy', { :action => :destroy, :id => post.id }, :method => :delete, :confirm => 'Are you sure?' %></td>
</tr>
<% end %>
</table>
</erb>
Here we're using +link_to+ in a different way. We wrap the
+:action+ and +:id+ attributes in a hash so that we can pass other
arguments to +link_to+. The +:method+ and +:confirm+
options are used as html5 attributes so that when the click is linked,
Rails will first show a confirm dialog to the user, and then submit the
link with method +delete+. This is done via javascript automatically.
!images/getting_started/confirm_dialog.png(Confirm Dialog)!
Congratulations, you can now create, show, list, update and destroy
posts. In the next section will see how Rails can aid us when creating
REST applications, and how we can refactor our Blog app to take
advantage of it.
h4. Using the Console
To see your validations in action, you can use the console. The console is a
command-line tool that lets you execute Ruby code in the context of your
application:
<shell>
$ rails console
</shell>
TIP: The default console will make changes to your database. You can instead
open a console that will roll back any changes you make by using <tt>rails console
--sandbox</tt>.
After the console loads, you can use it to work with your application's models:
<shell>
>> p = Post.new(:content => "A new post")
=> #<Post id: nil, name: nil, title: nil,
content: "A new post", created_at: nil,
updated_at: nil>
>> p.save
=> false
>> p.errors.full_messages
=> ["Name can't be blank", "Title can't be blank", "Title is too short (minimum is 5 characters)"]
</shell>
This code shows creating a new +Post+ instance, attempting to save it and
getting +false+ for a return value (indicating that the save failed), and
inspecting the +errors+ of the post.
When you're finished, type +exit+ and hit +return+ to exit the console.
TIP: Unlike the development web server, the console does not automatically load
your code afresh for each line. If you make changes to your models (in your editor)
while the console is open, type +reload!+ at the console prompt to load them.
h4. Listing All Posts
Let's dive into the Rails code a little deeper to see how the application is
showing us the list of Posts. Open the file
+app/controllers/posts_controller.rb+ and look at the
+index+ action:
<ruby>
def index
@posts = Post.all
respond_to do |format|
format.html # index.html.erb
format.json { render :json => @posts }
end
end
</ruby>
+Post.all+ returns all of the posts currently in the database as an array
of +Post+ records that we store in an instance variable called +@posts+.
TIP: For more information on finding records with Active Record, see "Active
Record Query Interface":active_record_querying.html.
The +respond_to+ block handles both HTML and JSON calls to this action. If you
browse to "http://localhost:3000/posts.json":http://localhost:3000/posts.json,
you'll see a JSON containing all of the posts. The HTML format looks for a view
in +app/views/posts/+ with a name that corresponds to the action name. Rails
makes all of the instance variables from the action available to the view.
Here's +app/views/posts/index.html.erb+:
<erb>
<h1>Listing posts</h1>
<table>
<tr>
<th>Name</th>
<th>Title</th>
<th>Content</th>
<th></th>
<th></th>
<th></th>
</tr>
<% @posts.each do |post| %>
<tr>
<td><%= post.name %></td>
<td><%= post.title %></td>
<td><%= post.content %></td>
<td><%= link_to 'Show', post %></td>
<td><%= link_to 'Edit', edit_post_path(post) %></td>
<td><%= link_to 'Destroy', post, :confirm => 'Are you sure?',
:method => :delete %></td>
</tr>
<% end %>
</table>
<br />
<%= link_to 'New post', new_post_path %>
</erb>
This view iterates over the contents of the +@posts+ array to display content
and links. A few things to note in the view:
* +link_to+ builds a hyperlink to a particular destination
* +edit_post_path+ and +new_post_path+ are helpers that Rails provides as part of RESTful routing. You'll see a variety of these helpers for the different actions that the controller includes.
NOTE. In previous versions of Rails, you had to use +<%=h post.name %>+ so
that any HTML would be escaped before being inserted into the page. In Rails
3 and above, this is now the default. To get unescaped HTML, you now use <tt><%= raw post.name %></tt>.
TIP: For more details on the rendering process, see "Layouts and Rendering in
Rails":layouts_and_rendering.html.
h4. Customizing the Layout
The view is only part of the story of how HTML is displayed in your web browser.
Rails also has the concept of +layouts+, which are containers for views. When
Rails renders a view to the browser, it does so by putting the view's HTML into
a layout's HTML. In previous versions of Rails, the +rails generate scaffold+
command would automatically create a controller specific layout, like
+app/views/layouts/posts.html.erb+, for the posts controller. However this has
been changed in Rails 3. An application specific +layout+ is used for all the
controllers and can be found in +app/views/layouts/application.html.erb+. Open
this layout in your editor and modify the +body+ tag to include the style directive
below:
<erb>
<!DOCTYPE html>
<html>
<head>
<title>Blog</title>
<%= stylesheet_link_tag "application" %>
<%= javascript_include_tag "application" %>
<%= csrf_meta_tags %>
</head>
<body style="background-color: #EEEEEE;">
<%= yield %>
</body>
</html>
</erb>
Now when you refresh the +/posts+ page, you'll see a gray background to the
page. This same gray background will be used throughout all the views.
h4. Creating New Posts
Creating a new post involves two actions. The first is the +new+ action, which
instantiates an empty +Post+ object:
<ruby>
def new
@post = Post.new
respond_to do |format|
format.html # new.html.erb
format.json { render :json => @post }
end
end
</ruby>
The +new.html.erb+ view displays this empty Post to the user:
<erb>
<h1>New post</h1>
<%= render 'form' %>
<%= link_to 'Back', posts_path %>
</erb>
The +<%= render 'form' %>+ line is our first introduction to _partials_ in
Rails. A partial is a snippet of HTML and Ruby code that can be reused in
multiple locations. In this case, the form used to make a new post is basically
identical to the form used to edit a post, both having text fields for the name and
title, a text area for the content, and a button to create the new post or to update
the existing one.
If you take a look at +views/posts/_form.html.erb+ file, you will see the
following:
<erb>
<%= form_for(@post) do |f| %>
<% if @post.errors.any? %>
<div id="errorExplanation">
<h2><%= pluralize(@post.errors.count, "error") %> prohibited
this post from being saved:</h2>
<ul>
<% @post.errors.full_messages.each do |msg| %>
<li><%= msg %></li>
<% end %>
</ul>
</div>
<% end %>
<div class="field">
<%= f.label :name %><br />
<%= f.text_field :name %>
</div>
<div class="field">
<%= f.label :title %><br />
<%= f.text_field :title %>
</div>
<div class="field">
<%= f.label :content %><br />
<%= f.text_area :content %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</erb>
This partial receives all the instance variables defined in the calling view
file. In this case, the controller assigned the new +Post+ object to +@post+,
which will thus be available in both the view and the partial as +@post+.
For more information on partials, refer to the "Layouts and Rendering in
Rails":layouts_and_rendering.html#using-partials guide.
The +form_for+ block is used to create an HTML form. Within this block, you have
access to methods to build various controls on the form. For example,
+f.text_field :name+ tells Rails to create a text input on the form and to hook
it up to the +name+ attribute of the instance being displayed. You can only use
these methods with attributes of the model that the form is based on (in this
case +name+, +title+, and +content+). Rails uses +form_for+ in preference to
having you write raw HTML because the code is more succinct, and because it
explicitly ties the form to a particular model instance.
The +form_for+ block is also smart enough to work out if you are doing a _New
Post_ or an _Edit Post_ action, and will set the form +action+ tags and submit
button names appropriately in the HTML output.
TIP: If you need to create an HTML form that displays arbitrary fields, not tied
to a model, you should use the +form_tag+ method, which provides shortcuts for
building forms that are not necessarily tied to a model instance.
When the user clicks the +Create Post+ button on this form, the browser will
send information back to the +create+ action of the controller (Rails knows to
call the +create+ action because the form is sent with an HTTP POST request;
that's one of the conventions that were mentioned earlier):
<ruby>
def create
@post = Post.new(params[:post])
respond_to do |format|
if @post.save
format.html { redirect_to(@post,
:notice => 'Post was successfully created.') }
format.json { render :json => @post,
:status => :created, :location => @post }
else
format.html { render :action => "new" }
format.json { render :json => @post.errors,
:status => :unprocessable_entity }
end
end
end
</ruby>
The +create+ action instantiates a new Post object from the data supplied by the
user on the form, which Rails makes available in the +params+ hash. After
successfully saving the new post, +create+ returns the appropriate format that
the user has requested (HTML in our case). It then redirects the user to the
resulting post +show+ action and sets a notice to the user that the Post was
successfully created.
If the post was not successfully saved, due to a validation error, then the
controller returns the user back to the +new+ action with any error messages so
that the user has the chance to fix the error and try again.
The "Post was successfully created." message is stored in the Rails
+flash+ hash (usually just called _the flash_), so that messages can be carried
over to another action, providing the user with useful information on the status
of their request. In the case of +create+, the user never actually sees any page
rendered during the post creation process, because it immediately redirects to
the new +Post+ as soon as Rails saves the record. The Flash carries over a message to
the next action, so that when the user is redirected back to the +show+ action,
they are presented with a message saying "Post was successfully created."
h4. Showing an Individual Post
When you click the +show+ link for a post on the index page, it will bring you
to a URL like +http://localhost:3000/posts/1+. Rails interprets this as a call
to the +show+ action for the resource, and passes in +1+ as the +:id+ parameter.
Here's the +show+ action:
<ruby>
def show
@post = Post.find(params[:id])
respond_to do |format|
format.html # show.html.erb
format.json { render :json => @post }
end
end
</ruby>
The +show+ action uses +Post.find+ to search for a single record in the database
by its id value. After finding the record, Rails displays it by using
+app/views/posts/show.html.erb+:
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<%= link_to 'Edit', edit_post_path(@post) %> |
<%= link_to 'Back', posts_path %>
</erb>
h4. Editing Posts
Like creating a new post, editing a post is a two-part process. The first step
is a request to +edit_post_path(@post)+ with a particular post. This calls the
+edit+ action in the controller:
<ruby>
def edit
@post = Post.find(params[:id])
end
</ruby>
After finding the requested post, Rails uses the +edit.html.erb+ view to display
it:
<erb>
<h1>Editing post</h1>
<%= render 'form' %>
<%= link_to 'Show', @post %> |
<%= link_to 'Back', posts_path %>
</erb>
Again, as with the +new+ action, the +edit+ action is using the +form+ partial.
This time, however, the form will do a PUT action to the +PostsController+ and the
submit button will display "Update Post".
Submitting the form created by this view will invoke the +update+ action within
the controller:
<ruby>
def update
@post = Post.find(params[:id])
respond_to do |format|
if @post.update_attributes(params[:post])
format.html { redirect_to(@post,
:notice => 'Post was successfully updated.') }
format.json { head :no_content }
else
format.html { render :action => "edit" }
format.json { render :json => @post.errors,
:status => :unprocessable_entity }
end
end
end
</ruby>
In the +update+ action, Rails first uses the +:id+ parameter passed back from
the edit view to locate the database record that's being edited. The
+update_attributes+ call then takes the +post+ parameter (a hash) from the request
and applies it to this record. If all goes well, the user is redirected to the
post's +show+ action. If there are any problems, it redirects back to the +edit+ action to
correct them.
h4. Destroying a Post
Finally, clicking one of the +destroy+ links sends the associated id to the
+destroy+ action:
<ruby>
def destroy
@post = Post.find(params[:id])
@post.destroy
respond_to do |format|
format.html { redirect_to posts_url }
format.json { head :no_content }
end
end
</ruby>
The +destroy+ method of an Active Record model instance removes the
corresponding record from the database. After that's done, there isn't any
record to display, so Rails redirects the user's browser to the index action of
the controller.
h3. Adding a Second Model
Now that you've seen what a model built with scaffolding looks like, it's time to
add a second model to the application. The second model will handle comments on
blog posts.
h4. Generating a Model
Models in Rails use a singular name, and their corresponding database tables use
a plural name. For the model to hold comments, the convention is to use the name
+Comment+. Even if you don't want to use the entire apparatus set up by
scaffolding, most Rails developers still use generators to make things like
models and controllers. To create the new model, run this command in your
terminal:
<shell>
$ rails generate model Comment commenter:string body:text post:references
</shell>
This command will generate four files:
|_.File |_.Purpose|
|db/migrate/20100207235629_create_comments.rb | Migration to create the comments table in your database (your name will include a different timestamp) |
| app/models/comment.rb | The Comment model |
| test/unit/comment_test.rb | Unit testing harness for the comments model |
| test/fixtures/comments.yml | Sample comments for use in testing |
First, take a look at +comment.rb+:
<ruby>
class Comment < ActiveRecord::Base
belongs_to :post
end
</ruby>
This is very similar to the +post.rb+ model that you saw earlier. The difference
is the line +belongs_to :post+, which sets up an Active Record _association_.
You'll learn a little about associations in the next section of this guide.
In addition to the model, Rails has also made a migration to create the
corresponding database table:
<ruby>
class CreateComments < ActiveRecord::Migration
def change
create_table :comments do |t|
t.string :commenter
t.text :body
t.references :post
t.timestamps
end
add_index :comments, :post_id
end
end
</ruby>
The +t.references+ line sets up a foreign key column for the association between
the two models. And the +add_index+ line sets up an index for this association
column. Go ahead and run the migration:
<shell>
$ rake db:migrate
</shell>
Rails is smart enough to only execute the migrations that have not already been
run against the current database, so in this case you will just see:
<shell>
== CreateComments: migrating =================================================
-- create_table(:comments)
-> 0.0008s
-- add_index(:comments, :post_id)
-> 0.0003s
== CreateComments: migrated (0.0012s) ========================================
</shell>
h4. Associating Models
Active Record associations let you easily declare the relationship between two
models. In the case of comments and posts, you could write out the relationships
this way:
* Each comment belongs to one post.
* One post can have many comments.
In fact, this is very close to the syntax that Rails uses to declare this
association. You've already seen the line of code inside the Comment model that
makes each comment belong to a Post:
<ruby>
class Comment < ActiveRecord::Base
belongs_to :post
end
</ruby>
You'll need to edit the +post.rb+ file to add the other side of the association:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
has_many :comments
end
</ruby>
These two declarations enable a good bit of automatic behavior. For example, if
you have an instance variable +@post+ containing a post, you can retrieve all
the comments belonging to that post as an array using +@post.comments+.
TIP: For more information on Active Record associations, see the "Active Record
Associations":association_basics.html guide.
h4. Adding a Route for Comments
As with the +welcome+ controller, we will need to add a route so that Rails knows
where we would like to navigate to see +comments+. Open up the
+config/routes.rb+ file again. Near the top, you will see the entry for +posts+
that was added automatically by the scaffold generator: <tt>resources
:posts</tt>. Edit it as follows:
<ruby>
resources :posts do
resources :comments
end
</ruby>
This creates +comments+ as a _nested resource_ within +posts+. This is another
part of capturing the hierarchical relationship that exists between posts and
comments.
TIP: For more information on routing, see the "Rails Routing from the Outside
In":routing.html guide.
h4. Generating a Controller
With the model in hand, you can turn your attention to creating a matching
controller. Again, there's a generator for this:
<shell>
$ rails generate controller Comments
</shell>
This creates six files and one empty directory:
|_.File/Directory |_.Purpose |
| app/controllers/comments_controller.rb | The Comments controller |
| app/views/comments/ | Views of the controller are stored here |
| test/functional/comments_controller_test.rb | The functional tests for the controller |
| app/helpers/comments_helper.rb | A view helper file |
| test/unit/helpers/comments_helper_test.rb | The unit tests for the helper |
| app/assets/javascripts/comment.js.coffee | CoffeeScript for the controller |
| app/assets/stylesheets/comment.css.scss | Cascading style sheet for the controller |
Like with any blog, our readers will create their comments directly after
reading the post, and once they have added their comment, will be sent back to
the post show page to see their comment now listed. Due to this, our
+CommentsController+ is there to provide a method to create comments and delete
spam comments when they arrive.
So first, we'll wire up the Post show template
(+/app/views/posts/show.html.erb+) to let us make a new comment:
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<h2>Add a comment:</h2>
<%= form_for([@post, @post.comments.build]) do |f| %>
<div class="field">
<%= f.label :commenter %><br />
<%= f.text_field :commenter %>
</div>
<div class="field">
<%= f.label :body %><br />
<%= f.text_area :body %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
</erb>
This adds a form on the +Post+ show page that creates a new comment by
calling the +CommentsController+ +create+ action. Let's wire that up:
<ruby>
class CommentsController < ApplicationController
def create
@post = Post.find(params[:post_id])
@comment = @post.comments.create(params[:comment])
redirect_to post_path(@post)
end
end
</ruby>
You'll see a bit more complexity here than you did in the controller for posts.
That's a side-effect of the nesting that you've set up. Each request for a
comment has to keep track of the post to which the comment is attached, thus the
initial call to the +find+ method of the +Post+ model to get the post in question.
In addition, the code takes advantage of some of the methods available for an
association. We use the +create+ method on +@post.comments+ to create and save
the comment. This will automatically link the comment so that it belongs to that
particular post.
Once we have made the new comment, we send the user back to the original post
using the +post_path(@post)+ helper. As we have already seen, this calls the
+show+ action of the +PostsController+ which in turn renders the +show.html.erb+
template. This is where we want the comment to show, so let's add that to the
+app/views/posts/show.html.erb+.
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<h2>Comments</h2>
<% @post.comments.each do |comment| %>
<p>
<b>Commenter:</b>
<%= comment.commenter %>
</p>
<p>
<b>Comment:</b>
<%= comment.body %>
</p>
<% end %>
<h2>Add a comment:</h2>
<%= form_for([@post, @post.comments.build]) do |f| %>
<div class="field">
<%= f.label :commenter %><br />
<%= f.text_field :commenter %>
</div>
<div class="field">
<%= f.label :body %><br />
<%= f.text_area :body %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
<br />
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
</erb>
Now you can add posts and comments to your blog and have them show up in the
right places.
h3. Refactoring
Now that we have posts and comments working, take a look at the
+app/views/posts/show.html.erb+ template. It is getting long and awkward. We can
use partials to clean it up.
h4. Rendering Partial Collections
First we will make a comment partial to extract showing all the comments for the
post. Create the file +app/views/comments/_comment.html.erb+ and put the
following into it:
<erb>
<p>
<b>Commenter:</b>
<%= comment.commenter %>
</p>
<p>
<b>Comment:</b>
<%= comment.body %>
</p>
</erb>
Then you can change +app/views/posts/show.html.erb+ to look like the
following:
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<h2>Comments</h2>
<%= render @post.comments %>
<h2>Add a comment:</h2>
<%= form_for([@post, @post.comments.build]) do |f| %>
<div class="field">
<%= f.label :commenter %><br />
<%= f.text_field :commenter %>
</div>
<div class="field">
<%= f.label :body %><br />
<%= f.text_area :body %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
<br />
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
</erb>
This will now render the partial in +app/views/comments/_comment.html.erb+ once
for each comment that is in the +@post.comments+ collection. As the +render+
method iterates over the <tt>@post.comments</tt> collection, it assigns each
comment to a local variable named the same as the partial, in this case
+comment+ which is then available in the partial for us to show.
h4. Rendering a Partial Form
Let us also move that new comment section out to its own partial. Again, you
create a file +app/views/comments/_form.html.erb+ containing:
<erb>
<%= form_for([@post, @post.comments.build]) do |f| %>
<div class="field">
<%= f.label :commenter %><br />
<%= f.text_field :commenter %>
</div>
<div class="field">
<%= f.label :body %><br />
<%= f.text_area :body %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</erb>
Then you make the +app/views/posts/show.html.erb+ look like the following:
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<h2>Comments</h2>
<%= render @post.comments %>
<h2>Add a comment:</h2>
<%= render "comments/form" %>
<br />
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
</erb>
The second render just defines the partial template we want to render,
<tt>comments/form</tt>. Rails is smart enough to spot the forward slash in that
string and realize that you want to render the <tt>_form.html.erb</tt> file in
the <tt>app/views/comments</tt> directory.
The +@post+ object is available to any partials rendered in the view because we
defined it as an instance variable.
h3. Deleting Comments
Another important feature of a blog is being able to delete spam comments. To do
this, we need to implement a link of some sort in the view and a +DELETE+ action
in the +CommentsController+.
So first, let's add the delete link in the
+app/views/comments/_comment.html.erb+ partial:
<erb>
<p>
<b>Commenter:</b>
<%= comment.commenter %>
</p>
<p>
<b>Comment:</b>
<%= comment.body %>
</p>
<p>
<%= link_to 'Destroy Comment', [comment.post, comment],
:confirm => 'Are you sure?',
:method => :delete %>
</p>
</erb>
Clicking this new "Destroy Comment" link will fire off a <tt>DELETE
/posts/:id/comments/:id</tt> to our +CommentsController+, which can then use
this to find the comment we want to delete, so let's add a destroy action to our
controller:
<ruby>
class CommentsController < ApplicationController
def create
@post = Post.find(params[:post_id])
@comment = @post.comments.create(params[:comment])
redirect_to post_path(@post)
end
def destroy
@post = Post.find(params[:post_id])
@comment = @post.comments.find(params[:id])
@comment.destroy
redirect_to post_path(@post)
end
end
</ruby>
The +destroy+ action will find the post we are looking at, locate the comment
within the <tt>@post.comments</tt> collection, and then remove it from the
database and send us back to the show action for the post.
h4. Deleting Associated Objects
If you delete a post then its associated comments will also need to be deleted.
Otherwise they would simply occupy space in the database. Rails allows you to
use the +dependent+ option of an association to achieve this. Modify the Post
model, +app/models/post.rb+, as follows:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
has_many :comments, :dependent => :destroy
end
</ruby>
h3. Security
If you were to publish your blog online, anybody would be able to add, edit and
delete posts or delete comments.
Rails provides a very simple HTTP authentication system that will work nicely in
this situation.
In the +PostsController+ we need to have a way to block access to the various
actions if the person is not authenticated, here we can use the Rails
<tt>http_basic_authenticate_with</tt> method, allowing access to the requested
action if that method allows it.
To use the authentication system, we specify it at the top of our
+PostsController+, in this case, we want the user to be authenticated on every
action, except for +index+ and +show+, so we write that:
<ruby>
class PostsController < ApplicationController
http_basic_authenticate_with :name => "dhh", :password => "secret", :except => [:index, :show]
# GET /posts
# GET /posts.json
def index
@posts = Post.all
respond_to do |format|
# snipped for brevity
</ruby>
We also only want to allow authenticated users to delete comments, so in the
+CommentsController+ we write:
<ruby>
class CommentsController < ApplicationController
http_basic_authenticate_with :name => "dhh", :password => "secret", :only => :destroy
def create
@post = Post.find(params[:post_id])
# snipped for brevity
</ruby>
Now if you try to create a new post, you will be greeted with a basic HTTP
Authentication challenge
!images/challenge.png(Basic HTTP Authentication Challenge)!
h3. Building a Multi-Model Form
Another feature of your average blog is the ability to tag posts. To implement
this feature your application needs to interact with more than one model on a
single form. Rails offers support for nested forms.
To demonstrate this, we will add support for giving each post multiple tags,
right in the form where you create the post. First, create a new model to hold
the tags:
<shell>
$ rails generate model Tag name:string post:references
</shell>
Again, run the migration to create the database table:
<shell>
$ rake db:migrate
</shell>
Next, edit the +post.rb+ file to create the other side of the association, and
to tell Rails (via the +accepts_nested_attributes_for+ macro) that you intend to
edit tags via posts:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
has_many :comments, :dependent => :destroy
has_many :tags
accepts_nested_attributes_for :tags, :allow_destroy => :true,
:reject_if => proc { |attrs| attrs.all? { |k, v| v.blank? } }
end
</ruby>
The +:allow_destroy+ option tells Rails to enable destroying tags through the
nested attributes (you'll handle that by displaying a "remove" checkbox on the
view that you'll build shortly). The +:reject_if+ option prevents saving new
tags that do not have any attributes filled in.
We will modify +views/posts/_form.html.erb+ to render a partial to make a tag:
<erb>
<% @post.tags.build %>
<%= form_for(@post) do |post_form| %>
<% if @post.errors.any? %>
<div id="errorExplanation">
<h2><%= pluralize(@post.errors.count, "error") %> prohibited this post from being saved:</h2>
<ul>
<% @post.errors.full_messages.each do |msg| %>
<li><%= msg %></li>
<% end %>
</ul>
</div>
<% end %>
<div class="field">
<%= post_form.label :name %><br />
<%= post_form.text_field :name %>
</div>
<div class="field">
<%= post_form.label :title %><br />
<%= post_form.text_field :title %>
</div>
<div class="field">
<%= post_form.label :content %><br />
<%= post_form.text_area :content %>
</div>
<h2>Tags</h2>
<%= render :partial => 'tags/form',
:locals => {:form => post_form} %>
<div class="actions">
<%= post_form.submit %>
</div>
<% end %>
</erb>
Note that we have changed the +f+ in +form_for(@post) do |f|+ to +post_form+ to
make it easier to understand what is going on.
This example shows another option of the render helper, being able to pass in
local variables, in this case, we want the local variable +form+ in the partial
to refer to the +post_form+ object.
We also add a <tt>@post.tags.build</tt> at the top of this form. This is to make
sure there is a new tag ready to have its name filled in by the user. If you do
not build the new tag, then the form will not appear as there is no new Tag
object ready to create.
Now create the folder <tt>app/views/tags</tt> and make a file in there called
<tt>_form.html.erb</tt> which contains the form for the tag:
<erb>
<%= form.fields_for :tags do |tag_form| %>
<div class="field">
<%= tag_form.label :name, 'Tag:' %>
<%= tag_form.text_field :name %>
</div>
<% unless tag_form.object.nil? || tag_form.object.new_record? %>
<div class="field">
<%= tag_form.label :_destroy, 'Remove:' %>
<%= tag_form.check_box :_destroy %>
</div>
<% end %>
<% end %>
</erb>
Finally, we will edit the <tt>app/views/posts/show.html.erb</tt> template to
show our tags.
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<p>
<b>Tags:</b>
<%= @post.tags.map { |t| t.name }.join(", ") %>
</p>
<h2>Comments</h2>
<%= render @post.comments %>
<h2>Add a comment:</h2>
<%= render "comments/form" %>
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
</erb>
With these changes in place, you'll find that you can edit a post and its tags
directly on the same view.
However, that method call <tt>@post.tags.map { |t| t.name }.join(", ")</tt> is
awkward, we could handle this by making a helper method.
h3. View Helpers
View Helpers live in <tt>app/helpers</tt> and provide small snippets of reusable
code for views. In our case, we want a method that strings a bunch of objects
together using their name attribute and joining them with a comma. As this is
for the Post show template, we put it in the PostsHelper.
Open up <tt>app/helpers/posts_helper.rb</tt> and add the following:
<erb>
module PostsHelper
def join_tags(post)
post.tags.map { |t| t.name }.join(", ")
end
end
</erb>
Now you can edit the view in <tt>app/views/posts/show.html.erb</tt> to look like
this:
<erb>
<p id="notice"><%= notice %></p>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<p>
<b>Tags:</b>
<%= join_tags(@post) %>
</p>
<h2>Comments</h2>
<%= render @post.comments %>
<h2>Add a comment:</h2>
<%= render "comments/form" %>
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
</erb>
h3. What's Next?
Now that you've seen your first Rails application, you should feel free to
update it and experiment on your own. But you don't have to do everything
without help. As you need assistance getting up and running with Rails, feel
free to consult these support resources:
* The "Ruby on Rails guides":index.html
* The "Ruby on Rails Tutorial":http://railstutorial.org/book
* The "Ruby on Rails mailing list":http://groups.google.com/group/rubyonrails-talk
* The "#rubyonrails":irc://irc.freenode.net/#rubyonrails channel on irc.freenode.net
Rails also comes with built-in help that you can generate using the rake command-line utility:
* Running +rake doc:guides+ will put a full copy of the Rails Guides in the +doc/guides+ folder of your application. Open +doc/guides/index.html+ in your web browser to explore the Guides.
* Running +rake doc:rails+ will put a full copy of the API documentation for Rails in the +doc/api+ folder of your application. Open +doc/api/index.html+ in your web browser to explore the API documentation.
h3. Configuration Gotchas
The easiest way to work with Rails is to store all external data as UTF-8. If
you don't, Ruby libraries and Rails will often be able to convert your native
data into UTF-8, but this doesn't always work reliably, so you're better off
ensuring that all external data is UTF-8.
If you have made a mistake in this area, the most common symptom is a black
diamond with a question mark inside appearing in the browser. Another common
symptom is characters like "ü" appearing instead of "ü". Rails takes a number
of internal steps to mitigate common causes of these problems that can be
automatically detected and corrected. However, if you have external data that is
not stored as UTF-8, it can occasionally result in these kinds of issues that
cannot be automatically detected by Rails and corrected.
Two very common sources of data that are not UTF-8:
* Your text editor: Most text editors (such as Textmate), default to saving files as
UTF-8. If your text editor does not, this can result in special characters that you
enter in your templates (such as é) to appear as a diamond with a question mark inside
in the browser. This also applies to your I18N translation files.
Most editors that do not already default to UTF-8 (such as some versions of
Dreamweaver) offer a way to change the default to UTF-8. Do so.
* Your database. Rails defaults to converting data from your database into UTF-8 at
the boundary. However, if your database is not using UTF-8 internally, it may not
be able to store all characters that your users enter. For instance, if your database
is using Latin-1 internally, and your user enters a Russian, Hebrew, or Japanese
character, the data will be lost forever once it enters the database. If possible,
use UTF-8 as the internal storage of your database.