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Diffstat (limited to 'guides')
-rw-r--r-- | guides/source/action_cable_overview.md | 620 | ||||
-rw-r--r-- | guides/source/rails_on_rack.md | 2 | ||||
-rw-r--r-- | guides/source/upgrading_ruby_on_rails.md | 6 |
3 files changed, 624 insertions, 4 deletions
diff --git a/guides/source/action_cable_overview.md b/guides/source/action_cable_overview.md new file mode 100644 index 0000000000..16cfaf94e2 --- /dev/null +++ b/guides/source/action_cable_overview.md @@ -0,0 +1,620 @@ +Action Cable Overview +===================== + +In this guide you will learn how Action Cable works and how to use WebSockets to +incorporate real-time features into your Rails application. + +After reading this guide, you will know: + +* How to setup Action Cable +* How to setup channels + +Introduction +------------ + +Action Cable seamlessly integrates WebSockets with the rest of your Rails application. +It allows for real-time features to be written in Ruby in the same style and form as +the rest of your Rails application, while still being performant and scalable. It's +a full-stack offering that provides both a client-side JavaScript framework and a +server-side Ruby framework. You have access to your full domain model written with +Active Record or your ORM of choice. + +What is Pub/Sub +--------------- + +Pub/Sub, or Publish-Subscribe, refers to a message queue paradigm whereby senders +of information (publishers), send data to an abstract class of recipients (subscribers), +without specifying individual recipients. Action Cable uses this approach to communicate +between the server and many clients. + +What is Action Cable +-------------------- + +Action Cable is a server which can handle multiple connection instances, with one +client-server connection instance established per WebSocket connection. + +## Server-Side Components + +### Connections + +Connections form the foundation of the client-server relationship. For every WebSocket +the cable server is accepting, a Connection object will be instantiated on the server side. +This instance becomes the parent of all the channel subscriptions that are created from there on. +The Connection itself does not deal with any specific application logic beyond authentication +and authorization. The client of a WebSocket connection is called a consumer. An individual +user will create one consumer-connection pair per browser tab, window, or device they have open. + +Connections are instantiated via the `ApplicationCable::Connection` class in Ruby. +In this class, you authorize the incoming connection, and proceed to establish it +if the user can be identified. + +#### Connection Setup + +```ruby +# app/channels/application_cable/connection.rb +module ApplicationCable + class Connection < ActionCable::Connection::Base + identified_by :current_user + + def connect + self.current_user = find_verified_user + end + + protected + def find_verified_user + if current_user = User.find_by(id: cookies.signed[:user_id]) + current_user + else + reject_unauthorized_connection + end + end + end +end +``` + +Here `identified_by` is a connection identifier that can be used to find the +specific connection later. Note that anything marked as an identifier will automatically +create a delegate by the same name on any channel instances created off the connection. + +This example relies on the fact that you will already have handled authentication of the user +somewhere else in your application, and that a successful authentication sets a signed +cookie with the `user_id`. + +The cookie is then automatically sent to the connection instance when a new connection +is attempted, and you use that to set the `current_user`. By identifying the connection +by this same current_user, you're also ensuring that you can later retrieve all open +connections by a given user (and potentially disconnect them all if the user is deleted +or deauthorized). + +### Channels + +A channel encapsulates a logical unit of work, similar to what a controller does in a +regular MVC setup. By default, Rails creates a parent `ApplicationCable::Channel` class +for encapsulating shared logic between your channels. + +#### Parent Channel Setup + +```ruby +# app/channels/application_cable/channel.rb +module ApplicationCable + class Channel < ActionCable::Channel::Base + end +end +``` + +Then you would create your own channel classes. For example, you could have a +**ChatChannel** and an **AppearanceChannel**: + +```ruby +# app/channels/application_cable/chat_channel.rb +class ChatChannel < ApplicationCable::Channel +end + +# app/channels/application_cable/appearance_channel.rb +class AppearanceChannel < ApplicationCable::Channel +end +``` + +A consumer could then be subscribed to either or both of these channels. + +#### Subscriptions + +When a consumer is subscribed to a channel, they act as a subscriber; +This connection is called a subscription. +Incoming messages are then routed to these channel subscriptions based on +an identifier sent by the cable consumer. + +```ruby +# app/channels/application_cable/chat_channel.rb +class ChatChannel < ApplicationCable::Channel + # Called when the consumer has successfully become a subscriber of this channel + def subscribed + end +end +``` + +## Client-Side Components + +### Connections + +Consumers require an instance of the connection on their side. This can be +established using the following Javascript, which is generated by default in Rails: + +#### Connect Consumer + +```coffeescript +# app/assets/javascripts/cable.coffee +#= require action_cable + +@App = {} +App.cable = ActionCable.createConsumer() +``` + +This will ready a consumer that'll connect against /cable on your server by default. +The connection won't be established until you've also specified at least one subscription +you're interested in having. + +#### Subscriber + +When a consumer is subscribed to a channel, they act as a subscriber. A +consumer can act as a subscriber to a given channel any number of times. +For example, a consumer could subscribe to multiple chat rooms at the same time. +(remember that a physical user may have multiple consumers, one per tab/device open to your connection). + +A consumer becomes a subscriber, by creating a subscription to a given channel: + +```coffeescript +# app/assets/javascripts/cable/subscriptions/chat.coffee +App.cable.subscriptions.create { channel: "ChatChannel", room: "Best Room" } + +# app/assets/javascripts/cable/subscriptions/appearance.coffee +App.cable.subscriptions.create { channel: "AppearanceChannel" } +``` + +While this creates the subscription, the functionality needed to respond to +received data will be described later on. + +## Client-Server Interactions + +### Streams + +Streams provide the mechanism by which channels route published content +(broadcasts) to its subscribers. + +```ruby +# app/channels/application_cable/chat_channel.rb +class ChatChannel < ApplicationCable::Channel + def subscribed + stream_from "chat_#{params[:room]}" + end +end +``` + +If you have a stream that is related to a model, then the broadcasting used +can be generated from the model and channel. The following example would +subscribe to a broadcasting like `comments:Z2lkOi8vVGVzdEFwcC9Qb3N0LzE` + +```ruby +class CommentsChannel < ApplicationCable::Channel + def subscribed + post = Post.find(params[:id]) + stream_for post + end +end +``` + +You can then broadcast to this channel using: `CommentsChannel.broadcast_to(@post, @comment)` + +### Broadcastings + +A broadcasting is a pub/sub link where anything transmitted by a publisher +is routed directly to the channel subscribers who are streaming that named +broadcasting. Each channel can be streaming zero or more broadcastings. +Broadcastings are purely an online queue and time dependent; +If a consumer is not streaming (subscribed to a given channel), they'll not +get the broadcast should they connect later. + +Broadcasts are called elsewhere in your Rails application: +```ruby + WebNotificationsChannel.broadcast_to current_user, title: 'New things!', body: 'All the news fit to print' +``` + +The `WebNotificationsChannel.broadcast_to` call places a message in the current +subscription adapter (Redis by default)'s pubsub queue under a separate +broadcasting name for each user. For a user with an ID of 1, the broadcasting +name would be `web_notifications_1`. + +The channel has been instructed to stream everything that arrives at +`web_notifications_1` directly to the client by invoking the `#received(data)` +callback. + +### Subscriptions + +When a consumer is subscribed to a channel, they act as a subscriber; +This connection is called a subscription. Incoming messages are then routed +to these channel subscriptions based on an identifier sent by the cable consumer. + +```coffeescript +# app/assets/javascripts/cable/subscriptions/chat.coffee +# Assumes you've already requested the right to send web notifications +App.cable.subscriptions.create { channel: "ChatChannel", room: "Best Room" }, + received: (data) -> + @appendLine(data) + + appendLine: (data) -> + html = @createLine(data) + $("[data-chat-room='Best Room']").append(html) + + createLine: (data) -> + """ + <article class="chat-line"> + <span class="speaker">#{data["sent_by"]}</span> + <span class="body">#{data["body"]}</span> + </article> + """ +``` + +### Passing Parameters to Channel + +You can pass parameters from the client-side to the server-side when +creating a subscription. For example: + +```ruby +# app/channels/chat_channel.rb +class ChatChannel < ApplicationCable::Channel + def subscribed + stream_from "chat_#{params[:room]}" + end +end +``` + +Pass an object as the first argument to `subscriptions.create`, and that object +will become your params hash in your cable channel. The keyword `channel` is required. + +```coffeescript +# app/assets/javascripts/cable/subscriptions/chat.coffee +App.cable.subscriptions.create { channel: "ChatChannel", room: "Best Room" }, + received: (data) -> + @appendLine(data) + + appendLine: (data) -> + html = @createLine(data) + $("[data-chat-room='Best Room']").append(html) + + createLine: (data) -> + """ + <article class="chat-line"> + <span class="speaker">#{data["sent_by"]}</span> + <span class="body">#{data["body"]}</span> + </article> + """ +``` + +```ruby +# Somewhere in your app this is called, perhaps from a NewCommentJob +ChatChannel.broadcast_to "chat_#{room}", sent_by: 'Paul', body: 'This is a cool chat app.' +``` + + +### Rebroadcasting message + +A common use case is to rebroadcast a message sent by one client to any +other connected clients. + +```ruby +# app/channels/chat_channel.rb +class ChatChannel < ApplicationCable::Channel + def subscribed + stream_from "chat_#{params[:room]}" + end + + def receive(data) + ChatChannel.broadcast_to "chat_#{params[:room]}", data + end +end +``` + +```coffeescript +# app/assets/javascripts/cable/subscriptions/chat.coffee +App.chatChannel = App.cable.subscriptions.create { channel: "ChatChannel", room: "Best Room" }, + received: (data) -> + # data => { sent_by: "Paul", body: "This is a cool chat app." } + +App.chatChannel.send({ sent_by: "Paul", body: "This is a cool chat app." }) +``` + +The rebroadcast will be received by all connected clients, _including_ the +client that sent the message. Note that params are the same as they were when +you subscribed to the channel. + +## Full-stack examples + +The following setup steps are common to both examples: + + 1. [Setup your connection](#connection-setup) + 2. [Setup your parent channel](#parent-channel-setup) + 3. [Connect your consumer](#connect-consumer) + +### Example 1: User appearances +Here's a simple example of a channel that tracks whether a user is online or not +and what page they're on. (This is useful for creating presence features like showing +a green dot next to a user name if they're online). + +#### Create the server-side Appearance Channel: + +```ruby +# app/channels/appearance_channel.rb +class AppearanceChannel < ApplicationCable::Channel + def subscribed + current_user.appear + end + + def unsubscribed + current_user.disappear + end + + def appear(data) + current_user.appear on: data['appearing_on'] + end + + def away + current_user.away + end +end +``` + +When `#subscribed` callback is invoked by the consumer, a client-side subscription +is initiated. In this case, we take that opportunity to say "the current user has +indeed appeared". That appear/disappear API could be backed by Redis, a database, +or whatever else. + +#### Create the client-side Appearance Channel subscription: + +```coffeescript +# app/assets/javascripts/cable/subscriptions/appearance.coffee +App.cable.subscriptions.create "AppearanceChannel", + # Called when the subscription is ready for use on the server + connected: -> + @install() + @appear() + + # Called when the WebSocket connection is closed + disconnected: -> + @uninstall() + + # Called when the subscription is rejected by the server + rejected: -> + @uninstall() + + appear: -> + # Calls `AppearanceChannel#appear(data)` on the server + @perform("appear", appearing_on: $("main").data("appearing-on")) + + away: -> + # Calls `AppearanceChannel#away` on the server + @perform("away") + + + buttonSelector = "[data-behavior~=appear_away]" + + install: -> + $(document).on "page:change.appearance", => + @appear() + + $(document).on "click.appearance", buttonSelector, => + @away() + false + + $(buttonSelector).show() + + uninstall: -> + $(document).off(".appearance") + $(buttonSelector).hide() +``` + +##### Client-Server Interaction +1. **Client** establishes a connection with the **Server** via `App.cable = ActionCable.createConsumer("ws://cable.example.com")`. [*` cable.coffee`*] The **Server** identified this connection instance by `current_user`. +2. **Client** initiates a subscription to the `Appearance Channel` for their connection via `App.cable.subscriptions.create "AppearanceChannel"`. [*`appearance.coffee`*] +3. **Server** recognizes a new subscription has been initiated for `AppearanceChannel` channel performs the `subscribed` callback, which calls the `appear` method on the `current_user`. [*`appearance_channel.rb`*] +4. **Client** recognizes that a subscription has been established and calls `connected` [*`appearance.coffee`*] which in turn calls `@install` and `@appear`. `@appear` calls`AppearanceChannel#appear(data)` on the server, and supplies a data hash of `appearing_on: $("main").data("appearing-on")`. This is possible because the server-side channel instance will automatically expose the public methods declared on the class (minus the callbacks), so that these can be reached as remote procedure calls via a subscription's `perform` method. +5. **Server** receives the request for the `appear` action on the `AppearanceChannel` channel for the connection identified by `current_user`. [*`appearance_channel.rb`*] The server retrieves the data with the `appearing_on` key from the data hash, and sets it as the the value for the `on:` key being passed to `current_user.appear`. + +### Example 2: Receiving new web notifications + +The appearance example was all about exposing server functionality to +client-side invocation over the WebSocket connection. But the great thing +about WebSockets is that it's a two-way street. So now let's show an example +where the server invokes an action on the client. + +This is a web notification channel that allows you to trigger client-side +web notifications when you broadcast to the right streams: + +#### Create the server-side Web Notifications Channel: + +```ruby +# app/channels/web_notifications_channel.rb +class WebNotificationsChannel < ApplicationCable::Channel + def subscribed + stream_for current_user + end +end +``` + +#### Create the client-side Web Notifications Channel subscription: +```coffeescript +# app/assets/javascripts/cable/subscriptions/web_notifications.coffee +# Client-side which assumes you've already requested the right to send web notifications +App.cable.subscriptions.create "WebNotificationsChannel", + received: (data) -> + new Notification data["title"], body: data["body"] +``` + +#### Broadcast content to a Web Notification Channel instance from elsewhere in your application + +```ruby +# Somewhere in your app this is called, perhaps from a NewCommentJob + WebNotificationsChannel.broadcast_to current_user, title: 'New things!', body: 'All the news fit to print' +``` + +The `WebNotificationsChannel.broadcast_to` call places a message in the current +subscription adapter (Redis by default)'s pubsub queue under a separate +broadcasting name for each user. For a user with an ID of 1, the broadcasting +name would be `web_notifications_1`. + +The channel has been instructed to stream everything that arrives at +`web_notifications_1` directly to the client by invoking the `#received(data)` +callback. The data is the hash sent as the second parameter to the server-side +broadcast call, JSON encoded for the trip across the wire, and unpacked for +the data argument arriving to `#received`. + +### More complete examples + +See the [rails/actioncable-examples](http://github.com/rails/actioncable-examples) +repository for a full example of how to setup Action Cable in a Rails app and adding channels. + +## Configuration + +Action Cable has two required configurations: a subscription adapter and allowed request origins. + +### Subscription Adapter + +By default, `ActionCable::Server::Base` will look for a configuration file +in `Rails.root.join('config/cable.yml')`. The file must specify an adapter +and a URL for each Rails environment. See the "Dependencies" section for +additional information on adapters. + +```yaml +production: &production + adapter: redis + url: redis://10.10.3.153:6381 +development: &development + adapter: async +test: *development +``` + +This format allows you to specify one configuration per Rails environment. +You can also change the location of the Action Cable config file in +a Rails initializer with something like: + +```ruby +Rails.application.paths.add "config/redis/cable", with: "somewhere/else/cable.yml" +``` + +### Allowed Request Origins + +Action Cable will only accept requests from specified origins, which are +passed to the server config as an array. The origins can be instances of +strings or regular expressions, against which a check for match will be performed. + +```ruby +Rails.application.config.action_cable.allowed_request_origins = ['http://rubyonrails.com', /http:\/\/ruby.*/] +``` + +To disable and allow requests from any origin: + +```ruby +Rails.application.config.action_cable.disable_request_forgery_protection = true +``` + +By default, Action Cable allows all requests from localhost:3000 when running +in the development environment. + + +### Consumer Configuration + +To configure the URL, add a call to `action_cable_meta_tag` in your HTML layout HEAD. +This uses a url or path typically set via `config.action_cable.url` in the environment configuration files. + +### Other Configurations + +The other common option to configure is the log tags applied to the per-connection logger. Here's close to what we're using in Basecamp: + +```ruby +Rails.application.config.action_cable.log_tags = [ + -> request { request.env['bc.account_id'] || "no-account" }, + :action_cable, + -> request { request.uuid } +] +``` + +For a full list of all configuration options, see the `ActionCable::Server::Configuration` class. + +Also note that your server must provide at least the same number of +database connections as you have workers. The default worker pool is +set to 100, so that means you have to make at least that available. +You can change that in `config/database.yml` through the `pool` attribute. + +## Running standalone cable servers + +### In App + +Action Cable can run alongside your Rails application. For example, to +listen for WebSocket requests on `/websocket`, mount the server at that path: + +```ruby +# config/routes.rb +Example::Application.routes.draw do + mount ActionCable.server => '/cable' +end +``` + +You can use `App.cable = ActionCable.createConsumer()` to connect to the +cable server if `action_cable_meta_tag` is included in the layout. A custom +path is specified as first argument to `createConsumer` +(e.g. `App.cable = ActionCable.createConsumer("/websocket")`). + +For every instance of your server you create and for every worker +your server spawns, you will also have a new instance of ActionCable, +but the use of Redis keeps messages synced across connections. + +### Standalone + +The cable servers can be separated from your normal application server. +It's still a Rack application, but it is its own Rack application. +The recommended basic setup is as follows: + +```ruby +# cable/config.ru +require ::File.expand_path('../../config/environment', __FILE__) +Rails.application.eager_load! + +run ActionCable.server +``` + +Then you start the server using a binstub in bin/cable ala: + +``` +#!/bin/bash +bundle exec puma -p 28080 cable/config.ru +``` + +The above will start a cable server on port 28080. + +### Notes + +The WebSocket server doesn't have access to the session, but it has +access to the cookies. This can be used when you need to handle +authentication. You can see one way of doing that with Devise in this [article](http://www.rubytutorial.io/actioncable-devise-authentication). + +## Dependencies + +Action Cable provides a subscription adapter interface to process its +pubsub internals. By default, asynchronous, inline, PostgreSQL, evented +Redis, and non-evented Redis adapters are included. The default adapter +in new Rails applications is the asynchronous (`async`) adapter. + +The Ruby side of things is built on top of [websocket-driver](https://github.com/faye/websocket-driver-ruby), +[nio4r](https://github.com/celluloid/nio4r), and [concurrent-ruby](https://github.com/ruby-concurrency/concurrent-ruby). + +## Deployment + +Action Cable is powered by a combination of WebSockets and threads. Both the +framework plumbing and user-specified channel work are handled internally by +utilizing Ruby's native thread support. This means you can use all your regular +Rails models with no problem, as long as you haven't committed any thread-safety sins. + +The Action Cable server implements the Rack socket hijacking API, +thereby allowing the use of a multithreaded pattern for managing connections +internally, irrespective of whether the application server is multi-threaded or not. + +Accordingly, Action Cable works with all the popular application servers -- Unicorn, Puma and Passenger. diff --git a/guides/source/rails_on_rack.md b/guides/source/rails_on_rack.md index 3b61d65df5..b712965b7f 100644 --- a/guides/source/rails_on_rack.md +++ b/guides/source/rails_on_rack.md @@ -93,7 +93,7 @@ NOTE: `ActionDispatch::MiddlewareStack` is Rails equivalent of `Rack::Builder`, ### Inspecting Middleware Stack -Rails has a handy rake task for inspecting the middleware stack in use: +Rails has a handy task for inspecting the middleware stack in use: ```bash $ bin/rails middleware diff --git a/guides/source/upgrading_ruby_on_rails.md b/guides/source/upgrading_ruby_on_rails.md index 9d0fec5ab1..d5576be6f2 100644 --- a/guides/source/upgrading_ruby_on_rails.md +++ b/guides/source/upgrading_ruby_on_rails.md @@ -27,7 +27,7 @@ The process should go as follows: 3. Fix tests and deprecated features 4. Move to the latest patch version of the next minor version -Repeat this process until you reach your target Rails version. Each time you move versions, you will need to change the Rails version number in the Gemfile (and possibly other gem versions) and run `bundle update`. Then run the Update rake task mentioned below to update configuration files, then run your tests. +Repeat this process until you reach your target Rails version. Each time you move versions, you will need to change the Rails version number in the Gemfile (and possibly other gem versions) and run `bundle update`. Then run the Update task mentioned below to update configuration files, then run your tests. You can find a list of all released Rails versions [here](https://rubygems.org/gems/rails/versions). @@ -44,8 +44,8 @@ TIP: Ruby 1.8.7 p248 and p249 have marshaling bugs that crash Rails. Ruby Enterp ### The Task -Rails provides the `app:update` rake task. After updating the Rails version -in the Gemfile, run this rake task. +Rails provides the `app:update` task. After updating the Rails version +in the Gemfile, run this task. This will help you with the creation of new files and changes of old files in an interactive session. |