Ruby on Rails Tutorial

Learn Web Development with Rails

Michael Hartl

Contents

  1. Chapter 1 From zero to deploy
    1. 1.1 Introduction
      1. 1.1.1 Comments for various readers
      2. 1.1.2 “Scaling” Rails
      3. 1.1.3 Conventions in this book
    2. 1.2 Up and running
      1. 1.2.1 Development environments
        1. IDEs
        2. Text editors and command lines
        3. Browsers
        4. A note about tools
      2. 1.2.2 Ruby, RubyGems, Rails, and Git
        1. Rails Installer (Windows)
        2. Install Git
        3. Install Ruby
        4. Install RubyGems
        5. Install Rails
      3. 1.2.3 The first application
      4. 1.2.4 Bundler
      5. 1.2.5 rails server
      6. 1.2.6 Model-view-controller (MVC)
    3. 1.3 Version control with Git
      1. 1.3.1 Installation and setup
        1. First-time system setup
        2. First-time repository setup
      2. 1.3.2 Adding and committing
      3. 1.3.3 What good does Git do you?
      4. 1.3.4 GitHub
      5. 1.3.5 Branch, edit, commit, merge
        1. Branch
        2. Edit
        3. Commit
        4. Merge
        5. Push
    4. 1.4 Deploying
      1. 1.4.1 Heroku setup
      2. 1.4.2 Heroku deployment, step one
      3. 1.4.3 Heroku deployment, step two
      4. 1.4.4 Heroku commands
    5. 1.5 Conclusion
  2. Chapter 2 A demo app
    1. 2.1 Planning the application
      1. 2.1.1 Modeling demo users
      2. 2.1.2 Modeling demo microposts
    2. 2.2 The Users resource
      1. 2.2.1 A user tour
      2. 2.2.2 MVC in action
      3. 2.2.3 Weaknesses of this Users resource
    3. 2.3 The Microposts resource
      1. 2.3.1 A micropost microtour
      2. 2.3.2 Putting the micro in microposts
      3. 2.3.3 A user has_many microposts
      4. 2.3.4 Inheritance hierarchies
      5. 2.3.5 Deploying the demo app
    4. 2.4 Conclusion
  3. Chapter 3 Mostly static pages
    1. 3.1 Static pages
    2. 3.2 Our first tests
      1. 3.2.1 Test-driven development
      2. 3.2.2 Adding a page
        1. Red
        2. Green
        3. Refactor
    3. 3.3 Slightly dynamic pages
      1. 3.3.1 Testing a title change
      2. 3.3.2 Passing title tests
      3. 3.3.3 Embedded Ruby
      4. 3.3.4 Eliminating duplication with layouts
    4. 3.4 Conclusion
    5. 3.5 Exercises
    6. 3.6 Advanced setup
      1. 3.6.1 Eliminating bundle exec
        1. RVM Bundler integration
        2. binstubs
      2. 3.6.2 Automated tests with Guard
      3. 3.6.3 Speeding up tests with Spork
        1. Guard with Spork
      4. 3.6.4 Tests inside Sublime Text
  4. Chapter 4 Rails-flavored Ruby
    1. 4.1 Motivation
    2. 4.2 Strings and methods
      1. 4.2.1 Comments
      2. 4.2.2 Strings
        1. Printing
        2. Single-quoted strings
      3. 4.2.3 Objects and message passing
      4. 4.2.4 Method definitions
      5. 4.2.5 Back to the title helper
    3. 4.3 Other data structures
      1. 4.3.1 Arrays and ranges
      2. 4.3.2 Blocks
      3. 4.3.3 Hashes and symbols
      4. 4.3.4 CSS revisited
    4. 4.4 Ruby classes
      1. 4.4.1 Constructors
      2. 4.4.2 Class inheritance
      3. 4.4.3 Modifying built-in classes
      4. 4.4.4 A controller class
      5. 4.4.5 A user class
    5. 4.5 Conclusion
    6. 4.6 Exercises
  5. Chapter 5 Filling in the layout
    1. 5.1 Adding some structure
      1. 5.1.1 Site navigation
      2. 5.1.2 Bootstrap and custom CSS
      3. 5.1.3 Partials
    2. 5.2 Sass and the asset pipeline
      1. 5.2.1 The asset pipeline
        1. Asset directories
        2. Manifest files
        3. Preprocessor engines
        4. Efficiency in production
      2. 5.2.2 Syntactically awesome stylesheets
        1. Nesting
        2. Variables
    3. 5.3 Layout links
      1. 5.3.1 Route tests
      2. 5.3.2 Rails routes
      3. 5.3.3 Named routes
      4. 5.3.4 Pretty RSpec
    4. 5.4 User signup: A first step
      1. 5.4.1 Users controller
      2. 5.4.2 Signup URL
    5. 5.5 Conclusion
    6. 5.6 Exercises
  6. Chapter 6 Modeling users
    1. 6.1 User model
      1. 6.1.1 Database migrations
      2. 6.1.2 The model file
      3. 6.1.3 Creating user objects
      4. 6.1.4 Finding user objects
      5. 6.1.5 Updating user objects
    2. 6.2 User validations
      1. 6.2.1 Initial user tests
      2. 6.2.2 Validating presence
      3. 6.2.3 Length validation
      4. 6.2.4 Format validation
      5. 6.2.5 Uniqueness validation
        1. The uniqueness caveat
    3. 6.3 Adding a secure password
      1. 6.3.1 A hashed password
      2. 6.3.2 Password and confirmation
      3. 6.3.3 User authentication
      4. 6.3.4 User has secure password
      5. 6.3.5 Creating a user
    4. 6.4 Conclusion
    5. 6.5 Exercises
  7. Chapter 7 Sign up
    1. 7.1 Showing users
      1. 7.1.1 Debug and Rails environments
      2. 7.1.2 A Users resource
      3. 7.1.3 Testing the user show page (with factories)
      4. 7.1.4 A Gravatar image and a sidebar
    2. 7.2 Signup form
      1. 7.2.1 Tests for user signup
      2. 7.2.2 Using form_for
      3. 7.2.3 The form HTML
    3. 7.3 Signup failure
      1. 7.3.1 A working form
      2. 7.3.2 Strong parameters
      3. 7.3.3 Signup error messages
    4. 7.4 Signup success
      1. 7.4.1 The finished signup form
      2. 7.4.2 The flash
      3. 7.4.3 The first signup
      4. 7.4.4 Deploying to production with SSL
    5. 7.5 Conclusion
    6. 7.6 Exercises
  8. Chapter 8 Sign in, sign out
    1. 8.1 Sessions and signin failure
      1. 8.1.1 Sessions controller
      2. 8.1.2 Signin tests
      3. 8.1.3 Signin form
      4. 8.1.4 Reviewing form submission
      5. 8.1.5 Rendering with a flash message
    2. 8.2 Signin success
      1. 8.2.1 Remember me
      2. 8.2.2 A working sign_in method
      3. 8.2.3 Current user
      4. 8.2.4 Changing the layout links
      5. 8.2.5 Signin upon signup
      6. 8.2.6 Signing out
    3. 8.3 Introduction to cucumber (optional)
      1. 8.3.1 Installation and setup
      2. 8.3.2 Features and steps
      3. 8.3.3 Counterpoint: RSpec custom matchers
    4. 8.4 Conclusion
    5. 8.5 Exercises
  9. Chapter 9 Updating, showing, and deleting users
    1. 9.1 Updating users
      1. 9.1.1 Edit form
      2. 9.1.2 Unsuccessful edits
      3. 9.1.3 Successful edits
    2. 9.2 Authorization
      1. 9.2.1 Requiring signed-in users
      2. 9.2.2 Requiring the right user
      3. 9.2.3 Friendly forwarding
    3. 9.3 Showing all users
      1. 9.3.1 User index
      2. 9.3.2 Sample users
      3. 9.3.3 Pagination
      4. 9.3.4 Partial refactoring
    4. 9.4 Deleting users
      1. 9.4.1 Administrative users
        1. Revisiting strong parameters
      2. 9.4.2 The destroy action
    5. 9.5 Conclusion
    6. 9.6 Exercises
  10. Chapter 10 User microposts
    1. 10.1 A Micropost model
      1. 10.1.1 The basic model
      2. 10.1.2 The first validation
      3. 10.1.3 User/Micropost associations
      4. 10.1.4 Micropost refinements
        1. Default scope
        2. Dependent: destroy
      5. 10.1.5 Content validations
    2. 10.2 Showing microposts
      1. 10.2.1 Augmenting the user show page
      2. 10.2.2 Sample microposts
    3. 10.3 Manipulating microposts
      1. 10.3.1 Access control
      2. 10.3.2 Creating microposts
      3. 10.3.3 A proto-feed
      4. 10.3.4 Destroying microposts
    4. 10.4 Conclusion
    5. 10.5 Exercises
  11. Chapter 11 Following users
    1. 11.1 The Relationship model
      1. 11.1.1 A problem with the data model (and a solution)
      2. 11.1.2 User/relationship associations
      3. 11.1.3 Validations
      4. 11.1.4 Followed users
      5. 11.1.5 Followers
    2. 11.2 A web interface for following users
      1. 11.2.1 Sample following data
      2. 11.2.2 Stats and a follow form
      3. 11.2.3 Following and followers pages
      4. 11.2.4 A working follow button the standard way
      5. 11.2.5 A working follow button with Ajax
    3. 11.3 The status feed
      1. 11.3.1 Motivation and strategy
      2. 11.3.2 A first feed implementation
      3. 11.3.3 Subselects
      4. 11.3.4 The new status feed
    4. 11.4 Conclusion
      1. 11.4.1 Extensions to the sample application
        1. Replies
        2. Messaging
        3. Follower notifications
        4. Password reminders
        5. Signup confirmation
        6. RSS feed
        7. REST API
        8. Search
      2. 11.4.2 Guide to further resources
    5. 11.5 Exercises

Foreword

My former company (CD Baby) was one of the first to loudly switch to Ruby on Rails, and then even more loudly switch back to PHP (Google me to read about the drama). This book by Michael Hartl came so highly recommended that I had to try it, and the Ruby on Rails Tutorial is what I used to switch back to Rails again.

Though I’ve worked my way through many Rails books, this is the one that finally made me “get” it. Everything is done very much “the Rails way”—a way that felt very unnatural to me before, but now after doing this book finally feels natural. This is also the only Rails book that does test-driven development the entire time, an approach highly recommended by the experts but which has never been so clearly demonstrated before. Finally, by including Git, GitHub, and Heroku in the demo examples, the author really gives you a feel for what it’s like to do a real-world project. The tutorial’s code examples are not in isolation.

The linear narrative is such a great format. Personally, I powered through the Rails Tutorial in three long days, doing all the examples and challenges at the end of each chapter. Do it from start to finish, without jumping around, and you’ll get the ultimate benefit.

Enjoy!

Derek Sivers (sivers.org)
Founder, CD Baby

Acknowledgments

The Ruby on Rails Tutorial owes a lot to my previous Rails book, RailsSpace, and hence to my coauthor Aurelius Prochazka. I’d like to thank Aure both for the work he did on that book and for his support of this one. I’d also like to thank Debra Williams Cauley, my editor on both RailsSpace and the Ruby on Rails Tutorial; as long as she keeps taking me to baseball games, I’ll keep writing books for her.

I’d like to acknowledge a long list of Rubyists who have taught and inspired me over the years: David Heinemeier Hansson, Yehuda Katz, Carl Lerche, Jeremy Kemper, Xavier Noria, Ryan Bates, Geoffrey Grosenbach, Peter Cooper, Matt Aimonetti, Gregg Pollack, Wayne E. Seguin, Amy Hoy, Dave Chelimsky, Pat Maddox, Tom Preston-Werner, Chris Wanstrath, Chad Fowler, Josh Susser, Obie Fernandez, Ian McFarland, Steven Bristol, Pratik Naik, Sarah Mei, Sarah Allen, Wolfram Arnold, Alex Chaffee, Giles Bowkett, Evan Dorn, Long Nguyen, James Lindenbaum, Adam Wiggins, Tikhon Bernstam, Ron Evans, Wyatt Greene, Miles Forrest, the good people at Pivotal Labs, the Heroku gang, the thoughtbot guys, and the GitHub crew. Finally, many, many readers—far too many to list—have contributed a huge number of bug reports and suggestions during the writing of this book, and I gratefully acknowledge their help in making it as good as it can be.

About the author

Michael Hartl is the author of the Ruby on Rails Tutorial, the leading introduction to web development with Ruby on Rails. His prior experience includes writing and developing RailsSpace, an extremely obsolete Rails tutorial book, and developing Insoshi, a once-popular and now-obsolete social networking platform in Ruby on Rails. In 2011, Michael received a Ruby Hero Award for his contributions to the Ruby community. He is a graduate of Harvard College, has a Ph.D. in Physics from Caltech, and is an alumnus of the Y Combinator entrepreneur program.

Copyright and license

Ruby on Rails Tutorial: Learn Web Development with Rails. Copyright © 2013 by Michael Hartl. All source code in the Ruby on Rails Tutorial is available jointly under the MIT License and the Beerware License.

The MIT License

Copyright (c) 2013 Michael Hartl

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in
all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.  IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
THE SOFTWARE.
/*
 * ----------------------------------------------------------------------------
 * "THE BEER-WARE LICENSE" (Revision 42):
 * Michael Hartl wrote this code. As long as you retain this notice you
 * can do whatever you want with this stuff. If we meet some day, and you think
 * this stuff is worth it, you can buy me a beer in return.
 * ----------------------------------------------------------------------------
 */

Chapter 2 A demo app

In this chapter, we’ll develop a simple demonstration application to show off some of the power of Rails. The purpose is to get a high-level overview of Ruby on Rails programming (and web development in general) by rapidly generating an application using scaffold generators. As discussed in Box 1.2, the rest of the book will take the opposite approach, developing a full application incrementally and explaining each new concept as it arises, but for a quick overview (and some instant gratification) there is no substitute for scaffolding. The resulting demo app will allow us to interact with it through its URLs, giving us insight into the structure of a Rails application, including a first example of the REST architecture favored by Rails.

As with the forthcoming sample application, the demo app will consist of users and their associated microposts (thus constituting a minimalist Twitter-style app). The functionality will be utterly under-developed, and many of the steps will seem like magic, but worry not: the full sample app will develop a similar application from the ground up starting in Chapter 3, and I will provide plentiful forward-references to later material. In the mean time, have patience and a little faith—the whole point of this tutorial is to take you beyond this superficial, scaffold-driven approach to achieve a deeper understanding of Rails.

2.1 Planning the application

In this section, we’ll outline our plans for the demo application. As in Section 1.2.3, we’ll start by generating the application skeleton using the rails command:

$ cd ~/rails_projects
$ rails new demo_app
$ cd demo_app

Next, we’ll use a text editor to update the Gemfile needed by Bundler with the contents of Listing 2.1.

Listing 2.1. A Gemfile for the demo app.
source 'https://rubygems.org'
ruby '2.0.0'
#ruby-gemset=railstutorial_rails_4_0

gem 'rails', '4.0.4'

group :development do
  gem 'sqlite3', '1.3.8'
end

gem 'sass-rails', '4.0.1'
gem 'uglifier', '2.1.1'
gem 'coffee-rails', '4.0.1'
gem 'jquery-rails', '3.0.4'
gem 'turbolinks', '1.1.1'
gem 'jbuilder', '1.0.2'

group :doc do
  gem 'sdoc', '0.3.20', require: false
end

group :production do
  gem 'pg', '0.15.1'
  gem 'rails_12factor', '0.0.2'
end

Note that Listing 2.1 is identical to Listing 1.9.

As in Section 1.4.1, we’ll install the local gems while suppressing the installation of production gems using the --without production option:

$ bundle install --without production
$ bundle update
$ bundle install

(Recall that if Bundler complains about a readline error, try adding gem ’rb-readline’ to your Gemfile.)

Finally, we’ll put the demo app under version control. Recall that the rails command generates a default .gitignore file, but depending on your system you may find the augmented file from Listing 1.7 to be more convenient. Then initialize a Git repository and make the first commit:

$ git init
$ git add .
$ git commit -m "Initial commit"
create_demo_repo_4_0
Figure 2.1: Creating a demo app repository at GitHub. (full size)

You can also optionally create a new repository (Figure 2.1) and push it up to GitHub:

$ git remote add origin https://github.com/<username>/demo_app.git
$ git push -u origin master

(As with the first app, take care not to initialize the GitHub repository with a README file.)

Now we’re ready to start making the app itself. The typical first step when making a web application is to create a data model, which is a representation of the structures needed by our application. In our case, the demo app will be a microblog, with only users and short (micro)posts. Thus, we’ll begin with a model for users of the app (Section 2.1.1), and then we’ll add a model for microposts (Section 2.1.2).

2.1.1 Modeling demo users

There are as many choices for a user data model as there are different registration forms on the web; we’ll go with a distinctly minimalist approach. Users of our demo app will have a unique integer identifier called id, a publicly viewable name (of type string), and an email address (also a string) that will double as a username. A summary of the data model for users appears in Figure 2.2.

demo_user_model
Figure 2.2: The data model for users.

As we’ll see starting in Section 6.1.1, the label users in Figure 2.2 corresponds to a table in a database, and the id, name, and email attributes are columns in that table.

2.1.2 Modeling demo microposts

The core of the micropost data model is even simpler than the one for users: a micropost has only an id and a content field for the micropost’s text (of type string).1 There’s an additional complication, though: we want to associate each micropost with a particular user; we’ll accomplish this by recording the user_id of the owner of the post. The results are shown in Figure 2.3.

demo_micropost_model
Figure 2.3: The data model for microposts.

We’ll see in Section 2.3.3 (and more fully in Chapter 10) how this user_id attribute allows us to succinctly express the notion that a user potentially has many associated microposts.

2.2 The Users resource

In this section, we’ll implement the users data model in Section 2.1.1, along with a web interface to that model. The combination will constitute a Users resource, which will allow us to think of users as objects that can be created, read, updated, and deleted through the web via the HTTP protocol. As promised in the introduction, our Users resource will be created by a scaffold generator program, which comes standard with each Rails project. I urge you not to look too closely at the generated code; at this stage, it will only serve to confuse you.

Rails scaffolding is generated by passing the scaffold command to the rails generate script. The argument of the scaffold command is the singular version of the resource name (in this case, User), together with optional parameters for the data model’s attributes:2

$ rails generate scaffold User name:string email:string
      invoke  active_record
      create    db/migrate/20130305221714_create_users.rb
      create    app/models/user.rb
      invoke    test_unit
      create      test/models/user_test.rb
      create      test/fixtures/users.yml
      invoke  resource_route
       route    resources :users
      invoke  jbuilder_scaffold_controller
      create    app/controllers/users_controller.rb
      invoke    erb
      create      app/views/users
      create      app/views/users/index.html.erb
      create      app/views/users/edit.html.erb
      create      app/views/users/show.html.erb
      create      app/views/users/new.html.erb
      create      app/views/users/_form.html.erb
      invoke    test_unit
      create      test/controllers/users_controller_test.rb
      invoke    helper
      create      app/helpers/users_helper.rb
      invoke      test_unit
      create        test/helpers/users_helper_test.rb
      invoke    jbuilder
       exist      app/views/users
      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
      invoke    scss
      create      app/assets/stylesheets/users.css.scss
      invoke  scss
      create    app/assets/stylesheets/scaffolds.css.scss

By including name:string and email:string, we have arranged for the User model to have the form shown in Figure 2.2. (Note that there is no need to include a parameter for id; it is created automatically by Rails for use as the primary key in the database.)

To proceed with the demo application, we first need to migrate the database using Rake (Box 2.1):

$ bundle exec rake db:migrate
==  CreateUsers: migrating ====================================================
-- create_table(:users)
   -> 0.0017s
==  CreateUsers: migrated (0.0018s) ===========================================

This simply updates the database with our new users data model. (We’ll learn more about database migrations starting in Section 6.1.1.) Note that, in order to ensure that the command uses the version of Rake corresponding to our Gemfile, we need to run rake using bundle exec. (If, as suggested in Section 1.2.2.3, you are using RVM, you can omit bundle exec, but I’ll include it for completeness. For alternate ways to eliminate the need for bundle exec, see Section 3.6.1.)

With that, we can run the local web server using rails s, which is a shortcut for rails server:

$ rails s

Now the demo application should be ready to go at http://localhost:3000/.

2.2.1 A user tour

Visiting the root url http://localhost:3000/ shows the same default Rails page shown in Figure 1.3, but in generating the Users resource scaffolding we have also created a large number of pages for manipulating users. For example, the page for listing all users is at /users, and the page for making a new user is at /users/new. The rest of this section is dedicated to taking a whirlwind tour through these user pages. As we proceed, it may help to refer to Table 2.1, which shows the correspondence between pages and URLs.

URLActionPurpose
/usersindexpage to list all users
/users/1showpage to show user with id 1
/users/newnewpage to make a new user
/users/1/editeditpage to edit user with id 1
Table 2.1: The correspondence between pages and URLs for the Users resource.

We start with the page to show all the users in our application, called index; as you might expect, initially there are no users at all (Figure 2.4).

demo_blank_user_index_rails_3
Figure 2.4: The initial index page for the Users resource (/users). (full size)

To make a new user, we visit the new page, as shown in Figure 2.5. (Since the http://localhost:3000 part of the address is implicit whenever we are developing locally, I’ll usually omit it from now on.) In Chapter 7, this will become the user signup page.

demo_new_user_rails_3
Figure 2.5: The new user page (/users/new). (full size)

We can create a user by entering name and email values in the text fields and then clicking the Create User button. The result is the user show page, as seen in Figure 2.6. (The green welcome message is accomplished using the flash, which we’ll learn about in Section 7.4.2.) Note that the URL is /users/1; as you might suspect, the number 1 is simply the user’s id attribute from Figure 2.2. In Section 7.1, this page will become the user’s profile.

demo_show_user_rails_3
Figure 2.6: The page to show a user (/users/1). (full size)

To change a user’s information, we visit the edit page (Figure 2.7). By modifying the user information and clicking the Update User button, we arrange to change the information for the user in the demo application (Figure 2.8). (As we’ll see in detail starting in Chapter 6, this user data is stored in a database back-end.) We’ll add user edit/update functionality to the sample application in Section 9.1.

demo_edit_user_rails_3
Figure 2.7: The user edit page (/users/1/edit). (full size)
demo_update_user_rails_3
Figure 2.8: A user with updated information. (full size)

Now we’ll create a second user by revisiting the new page and submitting a second set of user information; the resulting user index is shown in Figure 2.9. Section 7.1 will develop the user index into a more polished page for showing all users.

demo_user_index_two_rails_3
Figure 2.9: The user index page (/users) with a second user. (full size)

Having shown how to create, show, and edit users, we come finally to destroying them (Figure 2.10). You should verify that clicking on the link in Figure 2.10 destroys the second user, yielding an index page with only one user. (If it doesn’t work, be sure that JavaScript is enabled in your browser; Rails uses JavaScript to issue the request needed to destroy a user.) Section 9.4 adds user deletion to the sample app, taking care to restrict its use to a special class of administrative users.

demo_destroy_user_rails_3
Figure 2.10: Destroying a user. (full size)

2.2.2 MVC in action

Now that we’ve completed a quick overview of the Users resource, let’s examine one particular part of it in the context of the Model-View-Controller (MVC) pattern introduced in Section 1.2.6. Our strategy will be to describe the results of a typical browser hit—a visit to the user index page at /users—in terms of MVC (Figure 2.11).

mvc_detailed
Figure 2.11: A detailed diagram of MVC in Rails. (full size)
  1. The browser issues a request for the /users URL.
  2. Rails routes /users to the index action in the Users controller.
  3. The index action asks the User model to retrieve all users (User.all).
  4. The User model pulls all the users from the database.
  5. The User model returns the list of users to the controller.
  6. The controller captures the users in the @users variable, which is passed to the index view.
  7. The view uses embedded Ruby to render the page as HTML.
  8. The controller passes the HTML back to the browser.3

We start with a request issued from the browser—i.e., the result of typing a URL in the address bar or clicking on a link (Step 1 in Figure 2.11). This request hits the Rails router (Step 2), which dispatches to the proper controller action based on the URL (and, as we’ll see in Box 3.3, the type of request). The code to create the mapping of user URLs to controller actions for the Users resource appears in Listing 2.2; this code effectively sets up the table of URL/action pairs seen in Table 2.1. (The strange notation :users is a symbol, which we’ll learn about in Section 4.3.3.)

Listing 2.2. The Rails routes, with a rule for the Users resource.
config/routes.rb
DemoApp::Application.routes.draw do
  resources :users
  .
  .
  .
end

The pages from the tour in Section 2.2.1 correspond to actions in the Users controller, which is a collection of related actions; the controller generated by the scaffolding is shown schematically in Listing 2.3. Note the notation class UsersController < ApplicationController; this is an example of a Ruby class with inheritance. (We’ll discuss inheritance briefly in Section 2.3.4 and cover both subjects in more detail in Section 4.4.)

Listing 2.3. The Users controller in schematic form.
app/controllers/users_controller.rb
class UsersController < ApplicationController
.
.
.

  def index
    .
    .
    .
  end

  def show
    .
    .
    .
  end

  def new
    .
    .
    .
  end

  def create
    .
    .
    .
  end

  def edit
    .
    .
    .
  end

  def update
    .
    .
    .
  end

  def destroy
    .
    .
    .
  end
end

You may notice that there are more actions than there are pages; the index, show, new, and edit actions all correspond to pages from Section 2.2.1, but there are additional create, update, and destroy actions as well. These actions don’t typically render pages (although they sometimes do); instead, their main purpose is to modify information about users in the database. This full suite of controller actions, summarized in Table 2.2, represents the implementation of the REST architecture in Rails (Box 2.2), which is based on the ideas of representational state transfer identified and named by computer scientist Roy Fielding.4 Note from Table 2.2 that there is some overlap in the URLs; for example, both the user show action and the update action correspond to the URL /users/1. The difference between them is the HTTP request method they respond to. We’ll learn more about HTTP request methods starting in Section 3.2.1.

HTTP requestURLActionPurpose
GET/usersindexpage to list all users
GET/users/1showpage to show user with id 1
GET/users/newnewpage to make a new user
POST/userscreatecreate a new user
GET/users/1/editeditpage to edit user with id 1
PATCH/users/1updateupdate user with id 1
DELETE/users/1destroydelete user with id 1
Table 2.2: RESTful routes provided by the Users resource in Listing 2.2.

To examine the relationship between the Users controller and the User model, let’s focus on a simplified version of the index action, shown in Listing 2.4. (The scaffold code is ugly and confusing, so I’ve suppressed it.)

Listing 2.4. The simplified user index action for the demo application.
app/controllers/users_controller.rb
class UsersController < ApplicationController
.
.
.

  def index
    @users = User.all
  end
  .
  .
  .
end

This index action has the line @users = User.all (Step 3), which asks the User model to retrieve a list of all the users from the database (Step 4), and then places them in the variable @users (pronounced “at-users”) (Step 5). The User model itself appears in Listing 2.5; although it is rather plain, it comes equipped with a large amount of functionality because of inheritance (Section 2.3.4 and Section 4.4). In particular, by using the Rails library called Active Record, the code in Listing 2.5 arranges for User.all to return all the users.

Listing 2.5. The User model for the demo application.
app/models/user.rb
class User < ActiveRecord::Base
end

Once the @users variable is defined, the controller calls the view (Step 6), shown in Listing 2.6. Variables that start with the @ sign, called instance variables, are automatically available in the view; in this case, the index.html.erb view in Listing 2.6 iterates through the @users list and outputs a line of HTML for each one. (Remember, you aren’t supposed to understand this code right now. It is shown only for purposes of illustration.)

Listing 2.6. The view for the user index.
app/views/users/index.html.erb
<h1>Listing users</h1>

<table>
  <tr>
    <th>Name</th>
    <th>Email</th>
    <th></th>
    <th></th>
    <th></th>
  </tr>

<% @users.each do |user| %>
  <tr>
    <td><%= user.name %></td>
    <td><%= user.email %></td>
    <td><%= link_to 'Show', user %></td>
    <td><%= link_to 'Edit', edit_user_path(user) %></td>
    <td><%= link_to 'Destroy', user, method: :delete,
                                     data: { confirm: 'Are you sure?' } %></td>
  </tr>
<% end %>
</table>

<br />

<%= link_to 'New User', new_user_path %>

The view converts its contents to HTML (Step 7), which is then returned by the controller to the browser for display (Step 8).

2.2.3 Weaknesses of this Users resource

Though good for getting a general overview of Rails, the scaffold Users resource suffers from a number of severe weaknesses.

  • No data validations. Our User model accepts data such as blank names and invalid email addresses without complaint.
  • No authentication. We have no notion of signing in or out, and no way to prevent any user from performing any operation.
  • No tests. This isn’t technically true—the scaffolding includes rudimentary tests—but the generated tests are ugly and inflexible, and they don’t test for data validation, authentication, or any other custom requirements.
  • No layout. There is no consistent site styling or navigation.
  • No real understanding. If you understand the scaffold code, you probably shouldn’t be reading this book.

2.3 The Microposts resource

Having generated and explored the Users resource, we turn now to the associated Microposts resource. Throughout this section, I recommend comparing the elements of the Microposts resource with the analogous user elements from Section 2.2; you should see that the two resources parallel each other in many ways. The RESTful structure of Rails applications is best absorbed by this sort of repetition of form; indeed, seeing the parallel structure of Users and Microposts even at this early stage is one of the prime motivations for this chapter. (As we’ll see, writing applications more robust than the toy example in this chapter takes considerable effort—we won’t see the Microposts resource again until Chapter 10—and I didn’t want to defer its first appearance quite that far.)

2.3.1 A micropost microtour

As with the Users resource, we’ll generate scaffold code for the Microposts resource using rails generate scaffold, in this case implementing the data model from Figure 2.3:5

$ rails generate scaffold Micropost content:string user_id:integer
      invoke  active_record
      create    db/migrate/20130307005528_create_microposts.rb
      create    app/models/micropost.rb
      invoke    test_unit
      create      test/models/micropost_test.rb
      create      test/fixtures/microposts.yml
      invoke  resource_route
       route    resources :microposts
      invoke  jbuilder_scaffold_controller
      create    app/controllers/microposts_controller.rb
      invoke    erb
      create      app/views/microposts
      create      app/views/microposts/index.html.erb
      create      app/views/microposts/edit.html.erb
      create      app/views/microposts/show.html.erb
      create      app/views/microposts/new.html.erb
      create      app/views/microposts/_form.html.erb
      invoke    test_unit
      create      test/controllers/microposts_controller_test.rb
      invoke    helper
      create      app/helpers/microposts_helper.rb
      invoke      test_unit
      create        test/helpers/microposts_helper_test.rb
      invoke    jbuilder
       exist      app/views/microposts
      create      app/views/microposts/index.json.jbuilder
      create      app/views/microposts/show.json.jbuilder
      invoke  assets
      invoke    coffee
      create      app/assets/javascripts/microposts.js.coffee
      invoke    scss
      create      app/assets/stylesheets/microposts.css.scss
      invoke  scss
   identical    app/assets/stylesheets/scaffolds.css.scss

To update our database with the new data model, we need to run a migration as in Section 2.2:

$ bundle exec rake db:migrate
==  CreateMicroposts: migrating ===============================================
-- create_table(:microposts)
   -> 0.0023s
==  CreateMicroposts: migrated (0.0026s) ======================================

Now we are in a position to create microposts in the same way we created users in Section 2.2.1. As you might guess, the scaffold generator has updated the Rails routes file with a rule for Microposts resource, as seen in Listing 2.7.6 As with users, the resources :microposts routing rule maps micropost URLs to actions in the Microposts controller, as seen in Table 2.3.

Listing 2.7. The Rails routes, with a new rule for Microposts resources.
config/routes.rb
DemoApp::Application.routes.draw do
  resources :microposts
  resources :users
  .
  .
  .
end
HTTP requestURLActionPurpose
GET/micropostsindexpage to list all microposts
GET/microposts/1showpage to show micropost with id 1
GET/microposts/newnewpage to make a new micropost
POST/micropostscreatecreate a new micropost
GET/microposts/1/editeditpage to edit micropost with id 1
PATCH/microposts/1updateupdate micropost with id 1
DELETE/microposts/1destroydelete micropost with id 1
Table 2.3: RESTful routes provided by the Microposts resource in Listing 2.7.

The Microposts controller itself appears in schematic form Listing 2.8. Note that, apart from having MicropostsController in place of UsersController, Listing 2.8 is identical to the code in Listing 2.3. This is a reflection of the REST architecture common to both resources.

Listing 2.8. The Microposts controller in schematic form.
app/controllers/microposts_controller.rb
class MicropostsController < ApplicationController
.
.
.

  def index
    .
    .
    .
  end

  def show
    .
    .
    .
  end

  def new
    .
    .
    .
  end

  def create
    .
    .
    .
  end

  def edit
    .
    .
    .
  end

  def update
    .
    .
    .
  end

  def destroy
    .
    .
    .
  end
end

To make some actual microposts, we enter information at the new microposts page, /microposts/new, as seen in Figure 2.12.

demo_new_micropost_rails_3
Figure 2.12: The new micropost page (/microposts/new). (full size)

At this point, go ahead and create a micropost or two, taking care to make sure that at least one has a user_id of 1 to match the id of the first user created in Section 2.2.1. The result should look something like Figure 2.13.

demo_micropost_index_rails_3
Figure 2.13: The micropost index page (/microposts). (full size)

2.3.2 Putting the micro in microposts

Any micropost worthy of the name should have some means of enforcing the length of the post. Implementing this constraint in Rails is easy with validations; to accept microposts with at most 140 characters (à la Twitter), we use a length validation. At this point, you should open the file app/models/micropost.rb in your text editor or IDE and fill it with the contents of Listing 2.9. (The use of validates in Listing 2.9 is characteristic of Rails 3; if you’ve previously worked with Rails 2.3, you should compare this to the use of validates_length_of.)

Listing 2.9. Constraining microposts to be at most 140 characters.
app/models/micropost.rb
class Micropost < ActiveRecord::Base
  validates :content, length: { maximum: 140 }
end

The code in Listing 2.9 may look rather mysterious—we’ll cover validations more thoroughly starting in Section 6.2—but its effects are readily apparent if we go to the new micropost page and enter more than 140 characters for the content of the post. As seen in Figure 2.14, Rails renders error messages indicating that the micropost’s content is too long. (We’ll learn more about error messages in Section 7.3.3.)

micropost_length_error_rails_3
Figure 2.14: Error messages for a failed micropost creation. (full size)

2.3.3 A user has_many microposts

One of the most powerful features of Rails is the ability to form associations between different data models. In the case of our User model, each user potentially has many microposts. We can express this in code by updating the User and Micropost models as in Listing 2.10 and Listing 2.11.

Listing 2.10. A user has many microposts.
app/models/user.rb
class User < ActiveRecord::Base
  has_many :microposts
end
Listing 2.11. A micropost belongs to a user.
app/models/micropost.rb
class Micropost < ActiveRecord::Base
  belongs_to :user
  validates :content, length: { maximum: 140 }
end

We can visualize the result of this association in Figure 2.15. Because of the user_id column in the microposts table, Rails (using Active Record) can infer the microposts associated with each user.

micropost_user_association
Figure 2.15: The association between microposts and users.

In Chapter 10 and Chapter 11, we will use the association of users and microposts both to display all a user’s microposts and to construct a Twitter-like micropost feed. For now, we can examine the implications of the user-micropost association by using the console, which is a useful tool for interacting with Rails applications. We first invoke the console with rails console at the command line, and then retrieve the first user from the database using User.first (putting the results in the variable first_user):7

$ rails console
>> first_user = User.first
=> #<User id: 1, name: "Michael Hartl", email: "michael@example.org",
created_at: "2013-03-06 02:01:31", updated_at: "2013-03-06 02:01:31">
>> first_user.microposts
=> [#<Micropost id: 1, content: "First micropost!", user_id: 1, created_at:
"2013-03-06 02:37:37", updated_at: "2013-03-06 02:37:37">, #<Micropost id: 2,
content: "Second micropost", user_id: 1, created_at: "2013-03-06 02:38:54",
updated_at: "2013-03-06 02:38:54">]
>> exit

(I include the last line just to demonstrate how to exit the console, and on most systems you can Ctrl-d for the same purpose.) Here we have accessed the user’s microposts using the code first_user.microposts: with this code, Active Record automatically returns all the microposts with user_id equal to the id of first_user (in this case, 1). We’ll learn much more about the association facilities in Active Record in Chapter 10 and Chapter 11.

2.3.4 Inheritance hierarchies

We end our discussion of the demo application with a brief description of the controller and model class hierarchies in Rails. This discussion will only make much sense if you have some experience with object-oriented programming (OOP); if you haven’t studied OOP, feel free to skip this section. In particular, if you are unfamiliar with classes (discussed in Section 4.4), I suggest looping back to this section at a later time.

We start with the inheritance structure for models. Comparing Listing 2.12 and Listing 2.13, we see that both the User model and the Micropost model inherit (via the left angle bracket <) from ActiveRecord::Base, which is the base class for models provided by ActiveRecord; a diagram summarizing this relationship appears in Figure 2.16. It is by inheriting from ActiveRecord::Base that our model objects gain the ability to communicate with the database, treat the database columns as Ruby attributes, and so on.

Listing 2.12. The User class, with inheritance.
app/models/user.rb
class User < ActiveRecord::Base
  .
  .
  .
end
Listing 2.13. The Micropost class, with inheritance.
app/models/micropost.rb
class Micropost < ActiveRecord::Base
  .
  .
  .
end
demo_model_inheritance
Figure 2.16: The inheritance hierarchy for the User and Micropost models.

The inheritance structure for controllers is only slightly more complicated. Comparing Listing 2.14 and Listing 2.15, we see that both the Users controller and the Microposts controller inherit from the Application controller. Examining Listing 2.16, we see that ApplicationController itself inherits from ActionController::Base; this is the base class for controllers provided by the Rails library Action Pack. The relationships between these classes is illustrated in Figure 2.17.

Listing 2.14. The UsersController class, with inheritance.
app/controllers/users_controller.rb
class UsersController < ApplicationController
  .
  .
  .
end
Listing 2.15. The MicropostsController class, with inheritance.
app/controllers/microposts_controller.rb
class MicropostsController < ApplicationController
  .
  .
  .
end
Listing 2.16. The ApplicationController class, with inheritance.
app/controllers/application_controller.rb
class ApplicationController < ActionController::Base
  .
  .
  .
end
demo_controller_inheritance
Figure 2.17: The inheritance hierarchy for the Users and Microposts controllers.

As with model inheritance, by inheriting ultimately from ActionController::Base both the Users and Microposts controllers gain a large amount of functionality, such as the ability to manipulate model objects, filter inbound HTTP requests, and render views as HTML. Since all Rails controllers inherit from ApplicationController, rules defined in the Application controller automatically apply to every action in the application. For example, in Section 8.2.1 we’ll see how to include helpers for signing in and signing out of all of the sample application’s controllers.

2.3.5 Deploying the demo app

With the completion of the Microposts resource, now is a good time to push the repository up to GitHub:

$ git add .
$ git commit -m "Finish demo app"
$ git push

Ordinarily, you should make smaller, more frequent commits, but for the purposes of this chapter a single big commit at the end is fine.

At this point, you can also deploy the demo app to Heroku as in Section 1.4:

$ heroku create
$ git push heroku master

(As noted in Section 1.4.1, some readers have reported needing to precompile static assets (such as CSS and images), which can be included by hand as follows:

# This should only be used if your Heroku deploy fails without it.
$ rake assets:precompile
$ git add .
$ git commit -m "Add precompiled assets for Heroku"
$ git push heroku master

This shouldn’t be necessary, and I have been unable to reproduce the issue, but the reports are common enough that I include it here for reference.)

To get the application’s database to work, you’ll also have to migrate the production database:

$ heroku run rake db:migrate

This updates the database at Heroku with the necessary user/micropost data model.

2.4 Conclusion

We’ve come now to the end of the 30,000-foot view of a Rails application. The demo app developed in this chapter has several strengths and a host of weaknesses.

Strengths

  • High-level overview of Rails
  • Introduction to MVC
  • First taste of the REST architecture
  • Beginning data modeling
  • A live, database-backed web application in production

Weaknesses

  • No custom layout or styling
  • No static pages (like “Home” or “About”)
  • No user passwords
  • No user images
  • No signing in
  • No security
  • No automatic user/micropost association
  • No notion of “following” or “followed”
  • No micropost feed
  • No test-driven development
  • No real understanding

The rest of this tutorial is dedicated to building on the strengths and eliminating the weaknesses.

  1. When modeling longer posts, such as those for a normal (non-micro) blog, you should use the text type in place of string
  2. The name of the scaffold follows the convention of models, which are singular, rather than resources and controllers, which are plural. Thus, we have User instead Users
  3. Some references indicate that the view returns the HTML directly to the browser (via a web server such as Apache or Nginx). Regardless of the implementation details, I prefer to think of the controller as a central hub through which all the application’s information flows. 
  4. Fielding, Roy Thomas. Architectural Styles and the Design of Network-based Software Architectures. Doctoral dissertation, University of California, Irvine, 2000. 
  5. As with the User scaffold, the scaffold generator for microposts follows the singular convention of Rails models; thus, we have generate Micropost
  6. The scaffold code may have extra newlines compared to Listing 2.7. This is not a cause for concern, as Ruby ignores extra newlines. 
  7. Your console prompt might be something like ruby-2.0.0-head >, but the examples use >> since Ruby versions will vary. 
Michael Hartl is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com.