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rails--rails/guides/source/active_storage_overview.md

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**DO NOT READ THIS FILE ON GITHUB, GUIDES ARE PUBLISHED ON http://guides.rubyonrails.org.**
Active Storage Overview
=======================
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This guide covers how to attach files to your Active Record models.
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After reading this guide, you will know:
* How to attach one or many files to a record.
* How to delete an attached file.
* How to link to an attached file.
* How to use variants to transform images.
* How to generate an image representation of a non-image file, such as a PDF or a video.
* How to send file uploads directly from browsers to a storage service,
bypassing your application servers.
* How to clean up files stored during testing.
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* How to implement support for additional storage services.
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--------------------------------------------------------------------------------
What is Active Storage?
-----------------------
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Active Storage facilitates uploading files to a cloud storage service like
Amazon S3, Google Cloud Storage, or Microsoft Azure Storage and attaching those
files to Active Record objects. It comes with a local disk-based service for
development and testing and supports mirroring files to subordinate services for
backups and migrations.
Using Active Storage, an application can transform image uploads with
[ImageMagick](https://www.imagemagick.org), generate image representations of
non-image uploads like PDFs and videos, and extract metadata from arbitrary
files.
## Setup
Active Storage uses two tables in your applications database named
`active_storage_blobs` and `active_storage_attachments`. After upgrading your
application to Rails 5.2, run `rails active_storage:install` to generate a
migration that creates these tables. Use `rails db:migrate` to run the
migration.
Declare Active Storage services in `config/storage.yml`. For each service your
application uses, provide a name and the requisite configuration. The example
below declares three services named `local`, `test`, and `amazon`:
```yaml
local:
service: Disk
root: <%= Rails.root.join("storage") %>
test:
service: Disk
root: <%= Rails.root.join("tmp/storage") %>
amazon:
service: S3
access_key_id: ""
secret_access_key: ""
```
Tell Active Storage which service to use by setting
`Rails.application.config.active_storage.service`. Because each environment will
likely use a different service, it is recommended to do this on a
per-environment basis. To use the disk service from the previous example in the
development environment, you would add the following to
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`config/environments/development.rb`:
```ruby
# Store files locally.
config.active_storage.service = :local
```
To use the Amazon S3 service in production, you add the following to
`config/environments/production.rb`:
```ruby
# Store files on Amazon S3.
config.active_storage.service = :amazon
```
Continue reading for more information on the built-in service adapters (e.g.
`Disk` and `S3`) and the configuration they require.
### Disk Service
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Declare a Disk service in `config/storage.yml`:
```yaml
local:
service: Disk
root: <%= Rails.root.join("storage") %>
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```
### Amazon S3 Service
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Declare an S3 service in `config/storage.yml`:
```yaml
amazon:
service: S3
access_key_id: ""
secret_access_key: ""
region: ""
bucket: ""
```
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Add the [`aws-sdk-s3`](https://github.com/aws/aws-sdk-ruby) gem to your `Gemfile`:
```ruby
gem "aws-sdk-s3", require: false
```
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NOTE: The core features of Active Storage require the following permissions: `s3:ListBucket`, `s3:PutObject`, `s3:GetObject`, and `s3:DeleteObject`. If you have additional upload options configured such as setting ACLs then additional permissions may be required.
### Microsoft Azure Storage Service
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Declare an Azure Storage service in `config/storage.yml`:
```yaml
azure:
service: AzureStorage
path: ""
storage_account_name: ""
storage_access_key: ""
container: ""
```
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Add the [`azure-storage`](https://github.com/Azure/azure-storage-ruby) gem to your `Gemfile`:
```ruby
gem "azure-storage", require: false
```
### Google Cloud Storage Service
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Declare a Google Cloud Storage service in `config/storage.yml`:
```yaml
google:
service: GCS
credentials: <%= Rails.root.join("path/to/keyfile.json") %>
project: ""
bucket: ""
```
Optionally provide a Hash of credentials instead of a keyfile path:
```yaml
google:
service: GCS
credentials:
type: "service_account"
project_id: ""
private_key_id: <%= Rails.application.credentials.dig(:gcs, :private_key_id) %>
private_key: <%= Rails.application.credentials.dig(:gcs, :private_key) %>
client_email: ""
client_id: ""
auth_uri: "https://accounts.google.com/o/oauth2/auth"
token_uri: "https://accounts.google.com/o/oauth2/token"
auth_provider_x509_cert_url: "https://www.googleapis.com/oauth2/v1/certs"
client_x509_cert_url: ""
project: ""
bucket: ""
```
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Add the [`google-cloud-storage`](https://github.com/GoogleCloudPlatform/google-cloud-ruby/tree/master/google-cloud-storage) gem to your `Gemfile`:
```ruby
gem "google-cloud-storage", "~> 1.8", require: false
```
### Mirror Service
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You can keep multiple services in sync by defining a mirror service. When a file
is uploaded or deleted, it's done across all the mirrored services. Mirrored
services can be used to facilitate a migration between services in production.
You can start mirroring to the new service, copy existing files from the old
service to the new, then go all-in on the new service. Define each of the
services you'd like to use as described above and reference them from a mirrored
service.
```yaml
s3_west_coast:
service: S3
access_key_id: ""
secret_access_key: ""
region: ""
bucket: ""
s3_east_coast:
service: S3
access_key_id: ""
secret_access_key: ""
region: ""
bucket: ""
production:
service: Mirror
primary: s3_east_coast
mirrors:
- s3_west_coast
```
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NOTE: Files are served from the primary service.
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Attaching Files to Records
--------------------------
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### `has_one_attached`
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The `has_one_attached` macro sets up a one-to-one mapping between records and
files. Each record can have one file attached to it.
For example, suppose your application has a `User` model. If you want each user to
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have an avatar, define the `User` model like this:
```ruby
class User < ApplicationRecord
has_one_attached :avatar
end
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```
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You can create a user with an avatar:
```ruby
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class SignupController < ApplicationController
def create
user = User.create!(user_params)
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session[:user_id] = user.id
redirect_to root_path
end
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private
def user_params
params.require(:user).permit(:email_address, :password, :avatar)
end
end
```
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Call `avatar.attach` to attach an avatar to an existing user:
```ruby
Current.user.avatar.attach(params[:avatar])
```
Call `avatar.attached?` to determine whether a particular user has an avatar:
```ruby
Current.user.avatar.attached?
```
### `has_many_attached`
The `has_many_attached` macro sets up a one-to-many relationship between records
and files. Each record can have many files attached to it.
For example, suppose your application has a `Message` model. If you want each
message to have many images, define the `Message` model like this:
```ruby
class Message < ApplicationRecord
has_many_attached :images
end
```
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You can create a message with images:
```ruby
class MessagesController < ApplicationController
def create
message = Message.create!(message_params)
redirect_to message
end
private
def message_params
params.require(:message).permit(:title, :content, images: [])
end
end
```
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Call `images.attach` to add new images to an existing message:
```ruby
@message.images.attach(params[:images])
```
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Call `images.attached?` to determine whether a particular message has any images:
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```ruby
@message.images.attached?
```
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Removing Files
--------------
To remove an attachment from a model, call `purge` on the attachment. Removal
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can be done in the background if your application is setup to use Active Job.
Purging deletes the blob and the file from the storage service.
```ruby
# Synchronously destroy the avatar and actual resource files.
user.avatar.purge
# Destroy the associated models and actual resource files async, via Active Job.
user.avatar.purge_later
```
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Linking to Files
----------------
Generate a permanent URL for the blob that points to the application. Upon
access, a redirect to the actual service endpoint is returned. This indirection
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decouples the public URL from the actual one, and allows, for example, mirroring
attachments in different services for high-availability. The redirection has an
HTTP expiration of 5 min.
```ruby
url_for(user.avatar)
```
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To create a download link, use the `rails_blob_{path|url}` helper. Using this
helper allows you to set the disposition.
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```ruby
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rails_blob_path(user.avatar, disposition: "attachment")
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```
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Transforming Images
-------------------
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To create variation of the image, call `variant` on the Blob.
You can pass any [MiniMagick](https://github.com/minimagick/minimagick)
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supported transformation to the method.
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To enable variants, add `mini_magick` to your `Gemfile`:
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```ruby
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gem 'mini_magick'
```
When the browser hits the variant URL, Active Storage will lazy transform the
original blob into the format you specified and redirect to its new service
location.
```erb
<%= image_tag user.avatar.variant(resize: "100x100") %>
```
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Previewing Files
----------------
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Some non-image files can be previewed: that is, they can be presented as images.
For example, a video file can be previewed by extracting its first frame. Out of
the box, Active Storage supports previewing videos and PDF documents.
```erb
<ul>
<% @message.files.each do |file| %>
<li>
<%= image_tag file.preview(resize: "100x100>") %>
</li>
<% end %>
</ul>
```
WARNING: Extracting previews requires third-party applications, `ffmpeg` for
video and `mutool` for PDFs. These libraries are not provided by Rails. You must
install them yourself to use the built-in previewers. Before you install and use
third-party software, make sure you understand the licensing implications of
doing so.
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Direct Uploads
--------------
Active Storage, with its included JavaScript library, supports uploading
directly from the client to the cloud.
### Direct upload installation
1. Include `activestorage.js` in your application's JavaScript bundle.
Using the asset pipeline:
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```js
//= require activestorage
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```
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Using the npm package:
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```js
import * as ActiveStorage from "activestorage"
ActiveStorage.start()
```
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2. Annotate file inputs with the direct upload URL.
```ruby
<%= form.file_field :attachments, multiple: true, direct_upload: true %>
```
3. That's it! Uploads begin upon form submission.
### Direct upload JavaScript events
| Event name | Event target | Event data (`event.detail`) | Description |
| --- | --- | --- | --- |
| `direct-uploads:start` | `<form>` | None | A form containing files for direct upload fields was submitted. |
| `direct-upload:initialize` | `<input>` | `{id, file}` | Dispatched for every file after form submission. |
| `direct-upload:start` | `<input>` | `{id, file}` | A direct upload is starting. |
| `direct-upload:before-blob-request` | `<input>` | `{id, file, xhr}` | Before making a request to your application for direct upload metadata. |
| `direct-upload:before-storage-request` | `<input>` | `{id, file, xhr}` | Before making a request to store a file. |
| `direct-upload:progress` | `<input>` | `{id, file, progress}` | As requests to store files progress. |
| `direct-upload:error` | `<input>` | `{id, file, error}` | An error occurred. An `alert` will display unless this event is canceled. |
| `direct-upload:end` | `<input>` | `{id, file}` | A direct upload has ended. |
| `direct-uploads:end` | `<form>` | None | All direct uploads have ended. |
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### Example
You can use these events to show the progress of an upload.
![direct-uploads](https://user-images.githubusercontent.com/5355/28694528-16e69d0c-72f8-11e7-91a7-c0b8cfc90391.gif)
To show the uploaded files in a form:
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```js
// direct_uploads.js
addEventListener("direct-upload:initialize", event => {
const { target, detail } = event
const { id, file } = detail
target.insertAdjacentHTML("beforebegin", `
<div id="direct-upload-${id}" class="direct-upload direct-upload--pending">
<div id="direct-upload-progress-${id}" class="direct-upload__progress" style="width: 0%"></div>
<span class="direct-upload__filename">${file.name}</span>
</div>
`)
})
addEventListener("direct-upload:start", event => {
const { id } = event.detail
const element = document.getElementById(`direct-upload-${id}`)
element.classList.remove("direct-upload--pending")
})
addEventListener("direct-upload:progress", event => {
const { id, progress } = event.detail
const progressElement = document.getElementById(`direct-upload-progress-${id}`)
progressElement.style.width = `${progress}%`
})
addEventListener("direct-upload:error", event => {
event.preventDefault()
const { id, error } = event.detail
const element = document.getElementById(`direct-upload-${id}`)
element.classList.add("direct-upload--error")
element.setAttribute("title", error)
})
addEventListener("direct-upload:end", event => {
const { id } = event.detail
const element = document.getElementById(`direct-upload-${id}`)
element.classList.add("direct-upload--complete")
})
```
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Add styles:
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```css
/* direct_uploads.css */
.direct-upload {
display: inline-block;
position: relative;
padding: 2px 4px;
margin: 0 3px 3px 0;
border: 1px solid rgba(0, 0, 0, 0.3);
border-radius: 3px;
font-size: 11px;
line-height: 13px;
}
.direct-upload--pending {
opacity: 0.6;
}
.direct-upload__progress {
position: absolute;
top: 0;
left: 0;
bottom: 0;
opacity: 0.2;
background: #0076ff;
transition: width 120ms ease-out, opacity 60ms 60ms ease-in;
transform: translate3d(0, 0, 0);
}
.direct-upload--complete .direct-upload__progress {
opacity: 0.4;
}
.direct-upload--error {
border-color: red;
}
input[type=file][data-direct-upload-url][disabled] {
display: none;
}
```
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Discarding Files Stored During System Tests
-------------------------------------------
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System tests clean up test data by rolling back a transaction. Because destroy
is never called on an object, the attached files are never cleaned up. If you
want to clear the files, you can do it in an `after_teardown` callback. Doing it
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here ensures that all connections created during the test are complete and
you won't receive an error from Active Storage saying it can't find a file.
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```ruby
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class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
driven_by :selenium, using: :chrome, screen_size: [1400, 1400]
def remove_uploaded_files
FileUtils.rm_rf("#{Rails.root}/storage_test")
end
def after_teardown
super
remove_uploaded_files
end
end
```
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If your system tests verify the deletion of a model with attachments and you're
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using Active Job, set your test environment to use the inline queue adapter so
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the purge job is executed immediately rather at an unknown time in the future.
You may also want to use a separate service definition for the test environment
so your tests don't delete the files you create during development.
```ruby
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# Use inline job processing to make things happen immediately
config.active_job.queue_adapter = :inline
# Separate file storage in the test environment
config.active_storage.service = :local_test
```
Discarding Files Stored During Integration Tests
-------------------------------------------
Similarly to System Tests, files uploaded during Integration Tests will not be
automatically cleaned up. If you want to clear the files, you can do it in an
`after_teardown` callback. Doing it here ensures that all connections created
during the test are complete and you won't receive an error from Active Storage
saying it can't find a file.
```ruby
module ActionDispatch
class IntegrationTest
def remove_uploaded_files
FileUtils.rm_rf(Rails.root.join('tmp', 'storage'))
end
def after_teardown
super
remove_uploaded_files
end
end
end
```
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Implementing Support for Other Cloud Services
---------------------------------------------
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If you need to support a cloud service other than these, you will need to
implement the Service. Each service extends
[`ActiveStorage::Service`](https://github.com/rails/rails/blob/master/activestorage/lib/active_storage/service.rb)
by implementing the methods necessary to upload and download files to the cloud.