rails--rails/guides/source/plugins.md

507 lines
13 KiB
Markdown
Raw Normal View History

**DO NOT READ THIS FILE ON GITHUB, GUIDES ARE PUBLISHED ON https://guides.rubyonrails.org.**
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.
After reading this guide, you will know:
* How to create a plugin from scratch.
* How to write and run tests for the plugin.
This guide describes how to build a test-driven plugin that will:
* Extend core Ruby classes like Hash and String.
* Add methods to `ApplicationRecord` in the tradition of the `acts_as` plugins.
* Give you information about where to put generators in your plugin.
2011-04-14 00:49:14 +00:00
For the purpose of this guide pretend for a moment that you are an avid bird watcher.
Your favorite bird is the Yaffle, and you want to create a plugin that allows other developers to share in the Yaffle
goodness.
--------------------------------------------------------------------------------
Setup
-----
Currently, Rails plugins are built as gems, _gemified plugins_. They can be shared across
2016-07-12 06:51:36 +00:00
different Rails applications using RubyGems and Bundler if desired.
### Generate a gemified plugin.
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. Create your
plugin with the command:
```bash
$ rails plugin new yaffle
```
See usage and options by asking for help:
2012-09-02 00:45:26 +00:00
```bash
$ rails plugin new --help
2012-09-01 21:08:06 +00:00
```
Testing Your Newly Generated Plugin
-----------------------------------
You can navigate to the directory that contains the plugin, run the `bundle install` command
and run the one generated test using the `bin/test` command.
You should see:
```
1 runs, 1 assertions, 0 failures, 0 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
This will tell you that everything got generated properly, and you are ready to start adding functionality.
Extending Core Classes
----------------------
This section will explain how to add a method to String that will be available anywhere in your Rails application.
In this example you will add a method to String named `to_squawk`. To begin, create a new test file with a few assertions:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/test/core_ext_test.rb
2010-04-30 21:19:44 +00:00
require "test_helper"
2013-07-18 05:34:21 +00:00
class CoreExtTest < ActiveSupport::TestCase
def test_to_squawk_prepends_the_word_squawk
assert_equal "squawk! Hello World", "Hello World".to_squawk
end
end
2012-09-01 21:08:06 +00:00
```
Run `bin/test` to run the test. This test should fail because we haven't implemented the `to_squawk` method:
```
E
Error:
CoreExtTest#test_to_squawk_prepends_the_word_squawk:
NoMethodError: undefined method `to_squawk' for "Hello World":String
bin/test /path/to/yaffle/test/core_ext_test.rb:4
.
Finished in 0.003358s, 595.6483 runs/s, 297.8242 assertions/s.
2 runs, 1 assertions, 0 failures, 1 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
Great - now you are ready to start development.
In `lib/yaffle.rb`, add `require "yaffle/core_ext"`:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle.rb
2010-04-30 21:19:44 +00:00
require "yaffle/railtie"
require "yaffle/core_ext"
module Yaffle
# Your code goes here...
end
2012-09-01 21:08:06 +00:00
```
Finally, create the `core_ext.rb` file and add the `to_squawk` method:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle/core_ext.rb
class String
def to_squawk
"squawk! #{self}".strip
end
end
2012-09-01 21:08:06 +00:00
```
To test that your method does what it says it does, run the unit tests with `bin/test` from your plugin directory.
```
2 runs, 2 assertions, 0 failures, 0 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
To see this in action, change to the `test/dummy` directory, start `bin/rails console`, and commence squawking:
```irb
irb> "Hello World".to_squawk
=> "squawk! Hello World"
2012-09-01 21:08:06 +00:00
```
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.
To begin, set up your files so that you have:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/test/acts_as_yaffle_test.rb
2010-04-30 21:19:44 +00:00
require "test_helper"
2013-07-18 05:34:21 +00:00
class ActsAsYaffleTest < ActiveSupport::TestCase
end
2012-09-01 21:08:06 +00:00
```
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle.rb
2010-04-30 21:19:44 +00:00
require "yaffle/railtie"
require "yaffle/core_ext"
require "yaffle/acts_as_yaffle"
module Yaffle
# Your code goes here...
end
2012-09-01 21:08:06 +00:00
```
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle/acts_as_yaffle.rb
module Yaffle
module ActsAsYaffle
end
end
2012-09-01 21:08:06 +00:00
```
### 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`.
To start out, write a failing test that shows the behavior you'd like:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/test/acts_as_yaffle_test.rb
require "test_helper"
2013-07-18 05:34:21 +00:00
class ActsAsYaffleTest < ActiveSupport::TestCase
def test_a_hickwalls_yaffle_text_field_should_be_last_squawk
assert_equal "last_squawk", Hickwall.yaffle_text_field
end
def test_a_wickwalls_yaffle_text_field_should_be_last_tweet
assert_equal "last_tweet", Wickwall.yaffle_text_field
end
end
2012-09-01 21:08:06 +00:00
```
When you run `bin/test`, you should see the following:
```
# Running:
..E
Error:
ActsAsYaffleTest#test_a_wickwalls_yaffle_text_field_should_be_last_tweet:
NameError: uninitialized constant ActsAsYaffleTest::Wickwall
bin/test /path/to/yaffle/test/acts_as_yaffle_test.rb:8
E
Error:
ActsAsYaffleTest#test_a_hickwalls_yaffle_text_field_should_be_last_squawk:
NameError: uninitialized constant ActsAsYaffleTest::Hickwall
bin/test /path/to/yaffle/test/acts_as_yaffle_test.rb:4
Finished in 0.004812s, 831.2949 runs/s, 415.6475 assertions/s.
4 runs, 2 assertions, 0 failures, 2 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
This tells us that we don't have the necessary models (Hickwall and Wickwall) that we are trying to test.
2011-04-14 00:49:14 +00:00
We can easily generate these models in our "dummy" Rails application by running the following commands from the
2017-09-17 12:40:11 +00:00
`test/dummy` directory:
2012-09-02 00:45:26 +00:00
```bash
$ cd test/dummy
$ bin/rails generate model Hickwall last_squawk:string
$ bin/rails generate model Wickwall last_squawk:string last_tweet:string
2012-09-01 21:08:06 +00:00
```
Now you can create the necessary database tables in your testing database by navigating to your dummy app
and migrating the database. First, run:
2012-09-02 00:45:26 +00:00
```bash
$ cd test/dummy
$ bin/rails db:migrate
2012-09-01 21:08:06 +00:00
```
While you are here, change the Hickwall and Wickwall models so that they know that they are supposed to act
like yaffles.
2012-09-01 21:08:06 +00:00
```ruby
# test/dummy/app/models/hickwall.rb
class Hickwall < ApplicationRecord
acts_as_yaffle
end
```
```ruby
# test/dummy/app/models/wickwall.rb
class Wickwall < ApplicationRecord
2012-11-16 10:28:16 +00:00
acts_as_yaffle yaffle_text_field: :last_tweet
end
2012-09-01 21:08:06 +00:00
```
We will also add code to define the `acts_as_yaffle` method.
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle/acts_as_yaffle.rb
module Yaffle
module ActsAsYaffle
extend ActiveSupport::Concern
class_methods do
def acts_as_yaffle(options = {})
end
end
end
end
```
```ruby
# test/dummy/app/models/application_record.rb
class ApplicationRecord < ActiveRecord::Base
include Yaffle::ActsAsYaffle
self.abstract_class = true
end
2012-09-01 21:08:06 +00:00
```
You can then return to the root directory (`cd ../..`) of your plugin and rerun the tests using `bin/test`.
```
# Running:
.E
Error:
ActsAsYaffleTest#test_a_hickwalls_yaffle_text_field_should_be_last_squawk:
NoMethodError: undefined method `yaffle_text_field' for #<Class:0x0055974ebbe9d8>
bin/test /path/to/yaffle/test/acts_as_yaffle_test.rb:4
E
Error:
ActsAsYaffleTest#test_a_wickwalls_yaffle_text_field_should_be_last_tweet:
NoMethodError: undefined method `yaffle_text_field' for #<Class:0x0055974eb8cfc8>
bin/test /path/to/yaffle/test/acts_as_yaffle_test.rb:8
.
Finished in 0.008263s, 484.0999 runs/s, 242.0500 assertions/s.
4 runs, 2 assertions, 0 failures, 2 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
Getting closer... Now we will implement the code of the `acts_as_yaffle` method to make the tests pass.
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle/acts_as_yaffle.rb
module Yaffle
module ActsAsYaffle
2015-11-17 21:39:03 +00:00
extend ActiveSupport::Concern
class_methods do
def acts_as_yaffle(options = {})
cattr_accessor :yaffle_text_field, default: (options[:yaffle_text_field] || :last_squawk).to_s
end
end
end
end
```
```ruby
# test/dummy/app/models/application_record.rb
class ApplicationRecord < ActiveRecord::Base
include Yaffle::ActsAsYaffle
self.abstract_class = true
end
2012-09-01 21:08:06 +00:00
```
When you run `bin/test`, you should see the tests all pass:
```
4 runs, 4 assertions, 0 failures, 0 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
### Add an Instance Method
2017-09-25 12:05:17 +00:00
This plugin will add a method named 'squawk' to any Active Record object that calls `acts_as_yaffle`. The 'squawk'
method will simply set the value of one of the fields in the database.
To start out, write a failing test that shows the behavior you'd like:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/test/acts_as_yaffle_test.rb
require "test_helper"
2013-07-18 05:34:21 +00:00
class ActsAsYaffleTest < ActiveSupport::TestCase
def test_a_hickwalls_yaffle_text_field_should_be_last_squawk
assert_equal "last_squawk", Hickwall.yaffle_text_field
end
def test_a_wickwalls_yaffle_text_field_should_be_last_tweet
assert_equal "last_tweet", Wickwall.yaffle_text_field
end
def test_hickwalls_squawk_should_populate_last_squawk
hickwall = Hickwall.new
hickwall.squawk("Hello World")
assert_equal "squawk! Hello World", hickwall.last_squawk
end
def test_wickwalls_squawk_should_populate_last_tweet
wickwall = Wickwall.new
wickwall.squawk("Hello World")
assert_equal "squawk! Hello World", wickwall.last_tweet
end
end
2012-09-01 21:08:06 +00:00
```
Run the test to make sure the last two tests fail with an error that contains "NoMethodError: undefined method \`squawk'",
2017-09-25 12:05:17 +00:00
then update `acts_as_yaffle.rb` to look like this:
2012-09-01 21:08:06 +00:00
```ruby
# yaffle/lib/yaffle/acts_as_yaffle.rb
module Yaffle
module ActsAsYaffle
extend ActiveSupport::Concern
included do
def squawk(string)
write_attribute(self.class.yaffle_text_field, string.to_squawk)
end
end
class_methods do
def acts_as_yaffle(options = {})
cattr_accessor :yaffle_text_field, default: (options[:yaffle_text_field] || :last_squawk).to_s
end
end
end
end
```
```ruby
# test/dummy/app/models/application_record.rb
class ApplicationRecord < ActiveRecord::Base
include Yaffle::ActsAsYaffle
self.abstract_class = true
end
2012-09-01 21:08:06 +00:00
```
Run `bin/test` one final time, and you should see:
```
6 runs, 6 assertions, 0 failures, 0 errors, 0 skips
2012-09-01 21:08:06 +00:00
```
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
----------
2017-08-22 05:40:56 +00:00
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
-------------------
Gem plugins currently in development can easily be shared from any Git repository. To share the Yaffle gem with others, simply
2017-10-06 06:02:56 +00:00
commit the code to a Git repository (like GitHub) and add a line to the `Gemfile` of the application in question:
2012-09-01 21:08:06 +00:00
```ruby
gem "yaffle", git: "https://github.com/rails/yaffle.git"
2012-09-01 21:08:06 +00:00
```
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](https://rubygems.org).
Alternatively, you can benefit from Bundler's Rake tasks. You can see a full list with the following:
```bash
$ bundle exec rake -T
$ bundle exec rake build
# Build yaffle-0.1.0.gem into the pkg directory
$ bundle exec rake install
# Build and install yaffle-0.1.0.gem into system gems
$ bundle exec rake release
# Create tag v0.1.0 and build and push yaffle-0.1.0.gem to Rubygems
```
For more information about publishing gems to RubyGems, see: [Publishing your gem](https://guides.rubygems.org/publishing).
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.
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:
* Your name
* How to install
* How to add the functionality to the app (several examples of common use cases)
* Warnings, gotchas or tips that might help users and save them time
2021-07-29 21:18:07 +00:00
Once your README is solid, go through and add rdoc comments to all the methods that developers will use. It's also customary to add `# :nodoc:` comments to those parts of the code that are not included in the public API.
Once your comments are good to go, navigate to your plugin directory and run:
2012-09-02 00:45:26 +00:00
```bash
$ bundle exec rake rdoc
2012-09-01 21:08:06 +00:00
```
### References
* [Developing a RubyGem using Bundler](https://github.com/radar/guides/blob/master/gem-development.md)
2019-10-02 09:54:57 +00:00
* [Using .gemspecs as Intended](https://yehudakatz.com/2010/04/02/using-gemspecs-as-intended/)
* [Gemspec Reference](https://guides.rubygems.org/specification-reference/)