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Mikel Lindsaar 6b2ee4e8a0 Updated "Getting Started" to work and reflect changes in Rails 3.0 
Also created http://github.com/mikel/getting-started-code which is
a copy of all the code in this guide.
2010-01-24 16:58:14 +11:00

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h2. Getting Started with Rails
This guide covers getting up and running with Ruby on Rails. After reading it, you should be familiar with:
* Installing Rails, creating a new Rails application, and connecting your application to a database
* The general layout of a Rails application
* The basic principles of MVC (Model, View Controller) and RESTful design
* How to quickly generate the starting pieces of a Rails application.
endprologue.
WARNING. This Guide is based on Rails 3.0. Some of the code shown here will not work in other versions of Rails.
h3. This Guide Assumes
This guide is designed for beginners who want to get started with a Rails application from scratch. It does not assume that you have any prior experience with Rails. However, to get the most out of it, you need to have some prerequisites installed:
* The "Ruby":http://www.ruby-lang.org/en/downloads language version 1.8.7 or higher
* The "RubyGems":http://rubyforge.org/frs/?group_id=126 packaging system
* A working installation of "SQLite":http://www.sqlite.org (preferred), "MySQL":http://www.mysql.com, or "PostgreSQL":http://www.postgresql.org
It is highly recommended that you *familiarize yourself with Ruby before diving into Rails*. You will find it much easier to follow what's going on with a Rails application if you understand basic Ruby syntax. Rails isn't going to magically revolutionize the way you write web applications if you have no experience with the language it uses. There are some good free resources on the internet for learning Ruby, including:
* "Mr. Neighborly's Humble Little Ruby Book":http://www.humblelittlerubybook.com
* "Programming Ruby":http://www.ruby-doc.org/docs/ProgrammingRuby/
* "Why's (Poignant) Guide to Ruby":http://mislav.uniqpath.com/poignant-guide/
h3. What is Rails?
Rails is a web development framework written in the Ruby language. It is designed to make programming web applications easier by making assumptions about what every developer needs to get started. It allows you to write less code while accomplishing more than many other languages and frameworks. Longtime Rails developers also report that it makes web application development more fun.
Rails is opinionated software. That is, it assumes that there is a best way to do things, and it's designed to encourage that best way - and in some cases to discourage alternatives. If you learn "The Rails Way" you'll probably discover a tremendous increase in productivity. If you persist in bringing old habits from other languages to your Rails development, and trying to use patterns you learned elsewhere, you may have a less happy experience.
The Rails philosophy includes several guiding principles:
* DRY - "Don't Repeat Yourself" - suggests that writing the same code over and over again is a bad thing.
* Convention Over Configuration - means that Rails makes assumptions about what you want to do and how you're going to do it, rather than letting you tweak every little thing through endless configuration files.
* REST is the best pattern for web applications - organizing your application around resources and standard HTTP verbs is the fastest way to go.
h4. The MVC Architecture
Rails is organized around the Model, View, Controller architecture, usually just called MVC. MVC benefits include:
* Isolation of business logic from the user interface
* Ease of keeping code DRY
* Making it clear where different types of code belong for easier maintenance
h5. Models
A model represents the information (data) of the application and the rules to manipulate that data. In the case of Rails, models are primarily used for managing the rules of interaction with a corresponding database table. In most cases, one table in your database will correspond to one model in your application. The bulk of your application's business logic will be concentrated in the models.
h5. Views
Views represent the user interface of your application. In Rails, views are often HTML files with embedded Ruby code that perform tasks related solely to the presentation of the data. Views handle the job of providing data to the web browser or other tool that is used to make requests from your application.
h5. Controllers
Controllers provide the "glue" between models and views. In Rails, controllers are responsible for processing the incoming requests from the web browser, interrogating the models for data, and passing that data on to the views for presentation.
h4. The Components of Rails
Rails provides a full stack of components for creating web applications, including:
* Action Controller
* Action View
* Active Record
* Action Mailer
* Active Resource
* Railties
* Active Support
h5. Action Controller
Action Controller is the component that manages the controllers in a Rails application. The Action Controller framework processes incoming requests to a Rails application, extracts parameters, and dispatches them to the intended action. Services provided by Action Controller include session management, template rendering, and redirect management.
h5. Action View
Action View manages the views of your Rails application. It can create both HTML and XML output by default. Action View manages rendering templates, including nested and partial templates, and includes built-in AJAX support.
h5. Active Record
Active Record is the base for the models in a Rails application. It provides database independence, basic CRUD functionality, advanced finding capabilities, and the ability to relate models to one another, among other services.
h5. Action Mailer
Action Mailer is a framework for building e-mail services. You can use Action Mailer to send emails based on flexible templates, or to receive and process incoming email.
h5. Active Resource
Active Resource provides a framework for managing the connection between business objects and RESTful web services. It implements a way to map web-based resources to local objects with CRUD semantics.
h5. Railties
Railties is the core Rails code that builds new Rails applications and glues the various frameworks and plugins together in any Rails application.
h5. Active Support
Active Support is an extensive collection of utility classes and standard Ruby library extensions that are used in the Rails, both by the core code and by your applications.
h4. REST
The foundation of the RESTful architecture is generally considered to be Roy Fielding's doctoral thesis, "Architectural Styles and the Design of Network-based Software Architectures":http://www.ics.uci.edu/~fielding/pubs/dissertation/top.htm. Fortunately, you need not read this entire document to understand how REST works in Rails. REST, an acronym for Representational State Transfer, boils down to two main principles for our purposes:
* Using resource identifiers (which, for the purposes of discussion, you can think of as URLs) to represent resources
* Transferring representations of the state of that resource between system components.
For example, to a Rails application a request such as this:
<tt>DELETE /photos/17</tt>
would be understood to refer to a photo resource with the ID of 17, and to indicate a desired action - deleting that resource. REST is a natural style for the architecture of web applications, and Rails makes it even more natural by using conventions to shield you from some of the RESTful complexities and browser quirks.
If you'd like more details on REST as an architectural style, these resources are more approachable than Fielding's thesis:
* "A Brief Introduction to REST":http://www.infoq.com/articles/rest-introduction by Stefan Tilkov
* "An Introduction to REST":http://bitworking.org/news/373/An-Introduction-to-REST (video tutorial) by Joe Gregorio
* "Representational State Transfer":http://en.wikipedia.org/wiki/Representational_State_Transfer article in Wikipedia
* "How to GET a Cup of Coffee":http://www.infoq.com/articles/webber-rest-workflow by Jim Webber, Savas Parastatidis & Ian Robinson
h3. Creating a New Rails Project
If you follow this guide, you'll create a Rails project called <tt>blog</tt>, a (very) simple weblog. Before you can start building the application, you need to make sure that you have Rails itself installed.
h4. Installing Rails
In most cases, the easiest way to install Rails is to take advantage of RubyGems:
<shell>
$ gem install rails
</shell>
NOTE. There are some special circumstances in which you might want to use an alternate installation strategy:
* If you're working on Windows, you may find it easier to install Instant Rails. Be aware, though, that "Instant Rails":http://instantrails.rubyforge.org/wiki/wiki.pl releases tend to lag seriously behind the actual Rails version. Also, you will find that Rails development on Windows is overall less pleasant than on other operating systems. If at all possible, we suggest that you install a Linux virtual machine and use that for Rails development, instead of using Windows.
* If you want to keep up with cutting-edge changes to Rails, you'll want to clone the "Rails source code":http://github.com/rails/rails/tree/master from github. This is not recommended as an option for beginners, though.
h4. Creating the Blog Application
Open a terminal, navigate to a folder where you have rights to create files, and type:
<shell>
$ rails blog
</shell>
This will create a Rails application that uses a SQLite database for data storage. If you prefer to use MySQL, run this command instead:
<shell>
$ rails blog -d mysql
</shell>
And if you're using PostgreSQL for data storage, run this command:
<shell>
$ rails blog -d postgresql
</shell>
TIP: You can see all of the switches that the Rails application builder accepts by running <tt>rails -h</tt>.
After you create the blog application, switch to its folder to continue work directly in that application:
<shell>
$ cd blog
</shell>
In any case, Rails will create a folder in your working directory called <tt>blog</tt>. Open up that folder and explore its contents. Most of the work in this tutorial will happen in the <tt>app/</tt> folder, but here's a basic rundown on the function of each folder that Rails creates in a new application by default:
|_.File/Folder|_.Purpose|
|Gemfile|This file allows you to specify what gem dependencies are needed for your Rails application.|
|README.rdoc|This is a brief instruction manual for your application. Use it to tell others what your application does, how to set it up, and so on.|
|Rakefile|This file contains batch jobs that can be run from the terminal.|
|app/|Contains the controllers, models, and views for your application. You'll focus on this folder for the remainder of this guide.|
|bin/|Holds various executables needed for your Rails application.|
|config/|Configure your application's runtime rules, routes, database, and more.|
|config.ru|Rack configuration for Rack based servers used to start the application.|
|db/|Shows your current database schema, as well as the database migrations. You'll learn about migrations shortly.|
|doc/|In-depth documentation for your application.|
|lib/|Extended modules for your application (not covered in this guide).|
|log/|Application log files.|
|public/|The only folder seen to the world as-is. This is where your images, javascript, stylesheets (CSS), and other static files go.|
|script/|Scripts provided by Rails to do recurring tasks, such as benchmarking, plugin installation, and starting the console or the web server.|
|test/|Unit tests, fixtures, and other test apparatus. These are covered in "Testing Rails Applications":testing.html|
|tmp/|Temporary files|
|vendor/|A place for all third-party code. In a typical Rails application, this includes Ruby Gems, the Rails source code (if you install it into your project) and plugins containing additional prepackaged functionality.|
h4. Installing the Required Gems
Rails uses the _Bundler_ gem to populate the +vendor+ directory with all the gems your application depends on. As we don't need any special gems beyond the default, we just need to do the following:
<shell>
$ gem install bundle
$ gem bundle
</shell>
This will copy down the latest versions of all the gems you need to start a rails application.
h4. Configuring a Database
Just about every Rails application will interact with a database. The database to use is specified in a configuration file, +config/database.yml+.
If you open this file in a new Rails application, you'll see a default database configuration using SQLite. The file contains sections for three different environments in which Rails can run by default:
* The +development+ environment is used on your development computer as you interact manually with the application
* The +test+ environment is used to run automated tests
* The +production+ environment is used when you deploy your application for the world to use.
h5. Configuring a SQLite Database
Rails comes with built-in support for "SQLite":http://www.sqlite.org, which is a lightweight serverless database application. While a busy production environment may overload SQLite, it works well for development and testing. Rails defaults to using a SQLite database when creating a new project, but you can always change it later.
Here's the section of the default configuration file with connection information for the development environment:
<yaml>
development:
adapter: sqlite3
database: db/development.sqlite3
pool: 5
timeout: 5000
</yaml>
If you don't have any database set up, SQLite is the easiest to get installed. If you're on OS X 10.5 or greater on a Mac, you already have it. Otherwise, you can install it using RubyGems:
<shell>
$ gem install sqlite3-ruby
</shell>
h5. Configuring a MySQL Database
If you choose to use MySQL, your +config/database.yml+ will look a little different. Here's the development section:
<yaml>
development:
adapter: mysql
encoding: utf8
database: blog_development
pool: 5
username: root
password:
socket: /tmp/mysql.sock
</yaml>
If your development computer's MySQL installation includes a root user with an empty password, this configuration should work for you. Otherwise, change the username and password in the +development+ section as appropriate.
h5. Configuring a PostgreSQL Database
If you choose to use PostgreSQL, your +config/database.yml+ will be customized to use PostgreSQL databases:
<yaml>
development:
adapter: postgresql
encoding: unicode
database: blog_development
pool: 5
username: blog
password:
</yaml>
Change the username and password in the +development+ section as appropriate.
h4. Creating the Database
Now that you have your database configured, it's time to have Rails create an empty database for you. You can do this by running a rake command:
<shell>
$ rake db:create
</shell>
NOTE. Rake is a general-purpose command-runner that Rails uses for many things. You can see the list of available rake commands in your application by running +rake -T+.
h3. Hello, Rails!
One of the traditional places to start with a new language is by getting some text up on screen quickly, to do this, you need to get your Rails application server running.
h4. Before we begin
As an added help, you can find all the code of this application in a ready to run Git repository at "http://github.com/mikel/getting-started-code":http://github.com/mikel/getting-started-code.
h4. Starting up the Web Server
You actually have a functional Rails application already - after running only two commands! To see it, you need to start a web server on your development machine. You can do this by running another command:
<shell>
$ script/server
</shell>
This will fire up an instance of the Mongrel web server by default (Rails can also use several other web servers). To see your application in action, open a browser window and navigate to +http://localhost:3000+. You should see Rails' default information page:
!images/rails_welcome.png(Welcome Aboard screenshot)!
TIP: To stop the web server, hit Ctrl+C in the terminal window where it's running. In development mode, Rails does not generally require you to stop the server; changes you make in files will be automatically picked up by the server.
The "Welcome Aboard" page is the _smoke test_ for a new Rails application: it makes sure that you have your software configured correctly enough to serve a page. You can also click on the +About your application’s environment+ link to see a summary of your Application's environment.
h4. Say "Hello", Rails
To get Rails saying "Hello", you need to create at minimum a controller and a view. Fortunately, you can do that in a single command. Enter this command in your terminal:
<shell>
$ script/generate controller home index
</shell>
TIP: If you're on Windows, or your Ruby is set up in some non-standard fashion, you may need to explicitly pass Rails +script+ commands to Ruby: +ruby script/generate controller home index+.
Rails will create several files for you, including +app/views/home/index.html.erb+. This is the template that will be used to display the results of the +index+ action (method) in the +home+ controller. Open this file in your text editor and edit it to contain a single line of code:
<code class="html">
<h1>Hello, Rails!</h1>
</code>
h4. Setting the Application Home Page
Now that we have made the controller and view, we need to tell Rails when we want "Hello Rails" to show up. In our case, we want it to show up when we navigate to the root URL of our site, +http://127.0.0.1:3000/+, instead of the "Welcome Aboard" smoke test.
The first step to doing this is to delete the default page from your application:
<shell>
$ rm public/index.html
</shell>
We need to do this as Rails will deliver any static file in the +public+ directory in preference to any dynamic contact we generate from the controllers.
Now, you have to tell Rails where your actual home page is located. Open the file +config/routes.rb+ in your editor. This is your application's, _routing file_, which holds entries in a special DSL (domain-specific language) that tells Rails how to connect incoming requests to controllers and actions. There are only comments in this file, so we need to add at the top the following:
<ruby>
Blog::Application.routes.draw do |map|
root :to => "home#index"
# The priority is based upon order of creation:
# first created -> highest priority.
#...
</ruby>
The +root :to => "home#index"+ tells Rails to map the root action to the home controller's index action.
Now if you navigate to +http://localhost:3000+ in your browser, you'll see +Hello, Rails!+.
NOTE. For more information about routing, refer to "Rails Routing from the Outside In":routing.html.
h3. Getting Up and Running Quickly with Scaffolding
Rails _scaffolding_ is a quick way to generate some of the major pieces of an application. If you want to create the models, views, and controllers for a new resource in a single operation, scaffolding is the tool for the job.
h3. Creating a Resource
In the case of the blog application, you can start by generating a scaffolded Post resource: this will represent a single blog posting. To do this, enter this command in your terminal:
<shell>
$ script/generate scaffold Post name:string title:string content:text
</shell>
NOTE. While scaffolding will get you up and running quickly, the "one size fits all" code that it generates is unlikely to be a perfect fit for your application. In most cases, you'll need to customize the generated code. Many experienced Rails developers avoid scaffolding entirely, preferring to write all or most of their source code from scratch.
The scaffold generator will build 14 files in your application, along with some folders, and edit one more. Here's a quick overview of what it creates:
|_.File |_.Purpose|
|app/models/post.rb |The Post model|
|db/migrate/20100123083454_create_posts.rb |Migration to create the posts table in your database (your name will include a different timestamp)|
|app/views/posts/index.html.erb| |A view to display an index of all posts |
|app/views/posts/edit.html.erb |A view to display a single post|
|app/views/posts/show.html.erb |A view to create a new post|
|app/views/posts/new.html.erb |A view to edit an existing post|
|app/views/posts/_form.html.erb |A view to control the overall look and feel of the other posts views|
|app/views/layouts/posts.html.erb |A view to control the overall look and feel of the other posts views|
|public/stylesheets/scaffold.css |Cascading style sheet to make the scaffolded views look better|
|app/controllers/posts_controller.rb |The Posts controller|
|test/functional/posts_controller_test.rb |Functional testing harness for the posts controller|
|app/helpers/posts_helper.rb |Helper functions to be used from the posts views|
|config/routes.rb |Edited to include routing information for posts|
|test/fixtures/posts.yml |Dummy posts for use in testing|
|test/unit/post_test.rb |Unit testing harness for the posts model|
|test/unit/helpers/posts_helper_test.rb |Unit testing harness for the posts helper|
h4. Running a Migration
One of the products of the +script/generate scaffold+ command is a _database migration_. Migrations are Ruby classes that are designed to make it simple to create and modify database tables. Rails uses rake commands to run migrations, and it's possible to undo a migration after it's been applied to your database. Migration filenames include a timestamp to ensure that they're processed in the order that they were created.
If you look in the +db/migrate/20100123083454_create_posts.rb+ file (remember, yours will have a slightly different name), here's what you'll find:
<ruby>
class CreatePosts < ActiveRecord::Migration
def self.up
create_table :posts do |t|
t.string :name
t.string :title
t.text :content
t.timestamps
end
end
def self.down
drop_table :posts
end
end
</ruby>
If you were to translate that into words, it says something like: when this migration is run, create a table named +posts+ with two string columns (+name+ and +title+) and a text column (+content+), and generate timestamp fields to track record creation and updating. You can learn the detailed syntax for migrations in the "Rails Database Migrations":migrations.html guide.
At this point, you can use a rake command to run the migration:
<shell>
$ rake db:migrate
</shell>
Remember, you can't run migrations before running +rake db:create+ to create your database, as we covered earlier.
Rails will execute this migration command and tell you is created the Posts table.
<shell>
== CreatePosts: migrating =================================================
-- create_table(:posts)
-> 0.0019s
== CreatePosts: migrated (0.0020s) ========================================
</shell>
NOTE. Because you're working in the development environment by default, this command will apply to the database defined in the +development+ section of your +config/database.yml+ file.
h4. Adding a Link
To hook the posts up to the home page you've already created, you can add a link to the home page. Open +app/views/home/index.html.erb+ and modify it as follows:
<code lang="ruby">
<h1>Hello, Rails!</h1>
<%= link_to "My Blog", posts_path %>
</code>
The +link_to+ method is one of Rails' built-in view helpers. It creates a hyperlink based on text to display and where to go - in this case, to the path for posts.
h4. Working with Posts in the Browser
Now you're ready to start working with posts. To do that, navigate to +http://localhost:3000+ and then click the "My Blog" link:
!images/posts_index.png(Posts Index screenshot)!
This is the result of Rails rendering the +index+ view of your posts. There aren't currently any posts in the database, but if you click the +New Post+ link you can create one. After that, you'll find that you can edit posts, look at their details, or destroy them. All of the logic and HTML to handle this was built by the single +script/generate scaffold+ command.
TIP: In development mode (which is what you're working in by default), Rails reloads your application with every browser request, so there's no need to stop and restart the web server.
Congratulations, you're riding the rails! Now it's time to see how it all works.
h4. The Model
The model file, +app/models/post.rb+ is about as simple as it can get:
<ruby>
class Post < ActiveRecord::Base
end
</ruby>
There isn't much to this file - but note that the +Post+ class inherits from +ActiveRecord::Base+. Active Record supplies a great deal of functionality to your Rails models for free, including basic database CRUD (Create, Read, Update, Destroy) operations, data validation, as well as sophisticated search support and the ability to relate multiple models to one another.
h4. Adding Some Validation
Rails includes methods to help you validate the data that you send to models. Open the +app/models/post.rb+ file and edit it:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
end
</ruby>
These changes will ensure that all posts have a name and a title, and that the title is at least five characters long. Rails can validate a variety of conditions in a model, including the presence or uniqueness of columns, their format, and the existence of associated objects.
h4. Using the Console
To see your validations in action, you can use the console. The console is a command-line tool that lets you execute Ruby code in the context of your application:
<shell>
$ script/console
</shell>
After the console loads, you can use it to work with your application's models:
<shell>
>> p = Post.create(:content => "A new post")
=> #<Post id: nil, name: nil, title: nil, content: "A new post",
created_at: nil, updated_at: nil>
>> p.save
=> false
>> p.errors
=> #<OrderedHash {:title=>["can't be blank", "is too short (minimum is 5 characters)"], :name=>["can't be blank"]}>
</shell>
This code shows creating a new +Post+ instance, attempting to save it and getting +false+ for a return value (indicating that the save failed), and inspecting the +errors+ of the post.
TIP: Unlike the development web server, the console does not automatically load your code afresh for each line. If you make changes to your models while the console is open, type +reload!+ at the console prompt to load them.
h4. Listing All Posts
The easiest place to start looking at functionality is with the code that lists all posts. Open the file +app/controllers/posts_controller.rb + and look at the +index+ action:
<ruby>
def index
@posts = Post.all
respond_to do |format|
format.html # index.html.erb
format.xml { render :xml => @posts }
end
end
</ruby>
This code sets the +@posts+ instance variable to an array of all posts in the database. +Post.all+ calls the +Post+ model to return all of the posts that are currently in the database, with no limiting conditions.
TIP: For more information on finding records with Active Record, see "Active Record Query Interface":active_record_querying.html.
The +respond_to+ block handles both HTML and XML calls to this action. If you browse to +http://localhost:3000/posts.xml+, you'll see all of the posts in XML format. The HTML format looks for a view in +app/views/posts/+ with a name that corresponds to the action name. Rails makes all of the instance variables from the action available to the view. Here's +app/views/posts/index.html.erb+:
<erb>
<h1>Listing posts</h1>
<table>
<tr>
<th>Name</th>
<th>Title</th>
<th>Content</th>
<th></th>
<th></th>
<th></th>
</tr>
<% @posts.each do |post| %>
<tr>
<td><%= post.name %></td>
<td><%= post.title %></td>
<td><%= post.content %></td>
<td><%= link_to 'Show', post %></td>
<td><%= link_to 'Edit', edit_post_path(post) %></td>
<td><%= link_to 'Destroy', post, :confirm => 'Are you sure?', :method => :delete %></td>
</tr>
<% end %>
</table>
<br />
<%= link_to 'New post', new_post_path %>
</erb>
This view iterates over the contents of the +@posts+ array to display content and links. A few things to note in the view:
* +link_to+ builds a hyperlink to a particular destination
* +edit_post_path+ is a helper that Rails provides as part of RESTful routing. You'll see a variety of these helpers for the different actions that the controller includes.
NOTE. In previous versions of Rails, you had to use +<%=h post.name %>+ so that any HTML would be escaped before being inserted into the page. In Rails 3.0, this is now the default. To get unescaped HTML, you now use +<%= raw post.name %>+.
TIP: For more details on the rendering process, see "Layouts and Rendering in Rails":layouts_and_rendering.html.
h4. Customizing the Layout
The view is only part of the story of how HTML is displayed in your web browser. Rails also has the concept of +layouts+, which are containers for views. When Rails renders a view to the browser, it does so by putting the view's HTML into a layout's HTML. The +script/generate scaffold+ command automatically created a default layout, +app/views/layouts/posts.html.erb+, for the posts. Open this layout in your editor and modify the +body+ tag:
<erb>
<!DOCTYPE html>
<html>
<head>
<title>Posts: <%= controller.action_name %></title>
<%= stylesheet_link_tag 'scaffold' %>
</head>
<body style="background: #EEEEEE;">
<p class="notice"><%= notice %></p>
<%= yield %>
</body>
</html>
</erb>
Now when you refresh the +/posts+ page, you'll see a gray background to the page. This same gray background will be used throughout all the views for posts.
h4. Creating New Posts
Creating a new post involves two actions. The first is the +new+ action, which instantiates an empty +Post+ object:
<ruby>
def new
@post = Post.new
respond_to do |format|
format.html # new.html.erb
format.xml { render :xml => @post }
end
end
</ruby>
The +new.html.erb+ view displays this empty Post to the user:
<erb>
<h1>New post</h1>
<%= render 'form' %>
<%= link_to 'Back', posts_path %>
</erb>
The +<%= render 'form' %>+ line is our first introduction to _partials_ in Rails. A partial is a snippet of HTML and Ruby code that can be reused in multiple locations. In this case, the form used to make a new post, is very similar to a form used to edit a post, both have text fields for the name and title and a text area for the content with a button to make a new post or update the existing post.
If you take a look at +views/posts/_form.html.erb+ file, you will see the following:
<erb>
<% form_for(@post) do |f| %>
<%= f.error_messages %>
<div class="field">
<%= f.label :name %><br />
<%= f.text_field :name %>
</div>
<div class="field">
<%= f.label :title %><br />
<%= f.text_field :title %>
</div>
<div class="field">
<%= f.label :content %><br />
<%= f.text_area :content %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</erb>
This partial receives all the instance variables defined in the calling view file, so in this case, the controller assigned the new Post object to +@post+ and so, this is available in both the view and partial as +@post+.
For more information on partials, refer to the "Layouts and Rendering in Rails":layouts_and_rendering.html#using-partials guide.
The +form_for+ block is used to create an HTML form. Within this block, you have access to methods to build various controls on the form. For example, +f.text_field :name+ tells Rails to create a text input on the form, and to hook it up to the +name+ attribute of the instance being displayed. You can only use these methods with attributes of the model that the form is based on (in this case +name+, +title+, and +content+). Rails uses +form_for+ in preference to having you write raw HTML because the code is more succinct, and because it explicitly ties the form to a particular model instance.
The +form_for+ block is also smart enough to work out if you are doing a _New Post_ or an _Edit Post_ action, and will set the form +action+ tags and submit button names appropriately in the HTML output.
TIP: If you need to create an HTML form that displays arbitrary fields, not tied to a model, you should use the +form_tag+ method, which provides shortcuts for building forms that are not necessarily tied to a model instance.
When the user clicks the +Create Post+ button on this form, the browser will send information back to the +create+ method of the controller (Rails knows to call the +create+ method because the form is sent with an HTTP POST request; that's one of the conventions that I mentioned earlier):
<ruby>
def create
@post = Post.new(params[:post])
respond_to do |format|
if @post.save
format.html { redirect_to(@post,
:notice => 'Post was successfully created.') }
format.xml { render :xml => @post,
:status => :created, :location => @post }
else
format.html { render :action => "new" }
format.xml { render :xml => @post.errors,
:status => :unprocessable_entity }
end
end
end
</ruby>
The +create+ action instantiates a new Post object from the data supplied by the user on the form, which Rails makes available in the +params+ hash. After successfully saving the new post, returns the appropriate format that the user has requested (HTML in our case). It then redirects the user to the resulting post +show+ action and sets a notice to the user that the Post was successfully created.
If the post was not successfully saved, due to a validation error, then the controller returns the user back to the +new+ action with any error messages so that the user has the chance to fix the error and try again.
The "Post was successfully created" message is stored inside of the Rails +flash+ hash, (usually just called the Flash) so that messages can be carried over to another action, providing the user with useful information on the status of their request. In the case of +create+, the user never actually sees any page rendered during the Post creation process, because it immediately redirects to the new Post as soon Rails saves the record. The Flash carries over a message to the next action, so that when the user is redirected back to the +show+ action, they are presented with a message saying "Post was successfully created."
h4. Showing an Individual Post
When you click the +show+ link for a post on the index page, it will bring you to a URL like +http://localhost:3000/posts/1+. Rails interprets this as a call to the +show+ action for the resource, and passes in +1+ as the +:id+ parameter. Here's the +show+ action:
<ruby>
def show
@post = Post.find(params[:id])
respond_to do |format|
format.html # show.html.erb
format.xml { render :xml => @post }
end
end
</ruby>
The +show+ action uses +Post.find+ to search for a single record in the database by its id value. After finding the record, Rails displays it by using +show.html.erb+:
<erb>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<%= link_to 'Edit', edit_post_path(@post) %> |
<%= link_to 'Back', posts_path %>
</erb>
h4. Editing Posts
Like creating a new post, editing a post is a two-part process. The first step is a request to +edit_post_path(@post)+ with a particular post. This calls the +edit+ action in the controller:
<ruby>
def edit
@post = Post.find(params[:id])
end
</ruby>
After finding the requested post, Rails uses the +edit.html.erb+ view to display it:
<erb>
<h1>Editing post</h1>
<%= render 'form' %>
<%= link_to 'Show', @post %> |
<%= link_to 'Back', posts_path %>
<% end %>
</erb>
Again, as with the +new+ action, the +edit+ action is using the +form+ partial, this time however, the form will do a PUT action to the PostsController and the submit button will display "Update Post"
Submitting the form created by this view will invoke the +update+ action within the controller:
<ruby>
def update
@post = Post.find(params[:id])
respond_to do |format|
if @post.update_attributes(params[:post])
format.html { redirect_to(@post,
:notice => 'Post was successfully updated.') }
format.xml { head :ok }
else
format.html { render :action => "edit" }
format.xml { render :xml => @post.errors,
:status => :unprocessable_entity }
end
end
end
</ruby>
In the +update+ action, Rails first uses the +:id+ parameter passed back from the edit view to locate the database record that's being edited. The +update_attributes+ call then takes the rest of the parameters from the request and applies them to this record. If all goes well, the user is redirected to the post's +show+ view. If there are any problems, it's back to +edit+ to correct them.
h4. Destroying a Post
Finally, clicking one of the +destroy+ links sends the associated id to the +destroy+ action:
<ruby>
def destroy
@post = Post.find(params[:id])
@post.destroy
respond_to do |format|
format.html { redirect_to(posts_url) }
format.xml { head :ok }
end
end
</ruby>
The +destroy+ method of an Active Record model instance removes the corresponding record from the database. After that's done, there isn't any record to display, so Rails redirects the user's browser to the index view for the model.
h3. DRYing up the Code
At this point, it's worth looking at some of the tools that Rails provides to eliminate duplication in your code. In particular, you can use _partials_ to clean up duplication in views (as you saw above with the +new+ and +edit+ views both sharing the +form+ partial) and _filters_ to help with duplication in controllers.
h4. Using Filters to Eliminate Controller Duplication
At this point, if you look at the controller for posts, you'll see some duplication:
<ruby>
class PostsController < ApplicationController
# ...
def show
@post = Post.find(params[:id])
# ...
end
def edit
@post = Post.find(params[:id])
end
def update
@post = Post.find(params[:id])
# ...
end
def destroy
@post = Post.find(params[:id])
# ...
end
end
</ruby>
Four instances of the exact same line of code doesn't seem very DRY. Rails provides _filters_ as a way to address this sort of repeated code. In this case, you can DRY things up by using a +before_filter+:
<ruby>
class PostsController < ApplicationController
before_filter :find_post,
:only => [:show, :edit, :update, :destroy]
# ...
def show
# ...
end
def edit
end
def update
# ...
end
def destroy
# ...
end
private
def find_post
@post = Post.find(params[:id])
end
end
</ruby>
Rails runs _before filters_ before any action in the controller. You can use the +:only+ clause to limit a before filter to only certain actions, or an +:except+ clause to specifically skip a before filter for certain actions. Rails also allows you to define _after filters_ that run after processing an action, as well as _around filters_ that surround the processing of actions. Filters can also be defined in external classes to make it easy to share them between controllers.
For more information on filters, see the "Action Controller Overview":action_controller_overview.html guide.
h3. Adding a Second Model
Now that you've seen what's in a model built with scaffolding, it's time to add a second model to the application. The second model will handle comments on blog posts.
h4. Generating a Model
Models in Rails use a singular name, and their corresponding database tables use a plural name. For the model to hold comments, the convention is to use the name Comment. Even if you don't want to use the entire apparatus set up by scaffolding, most Rails developers still use generators to make things like models and controllers. To create the new model, run this command in your terminal:
<shell>
$ script/generate model Comment commenter:string body:text post:references
</shell>
This command will generate four files:
* +app/models/comment.rb+ - The model
* +db/migrate/20100124023310_create_comments.rb+ - The migration
* +test/unit/comment_test.rb+ and +test/fixtures/comments.yml+ - The test harness.
First, take a look at +comment.rb+:
<ruby>
class Comment < ActiveRecord::Base
belongs_to :post
end
</ruby>
This is very similar to the +post.rb+ model that you saw earlier. The difference is the line +belongs_to :post+, which sets up an Active Record _association_. You'll learn a little about associations in the next section of this guide.
In addition to the model, Rails has also made a migration to create the corresponding database table:
<ruby>
class CreateComments < ActiveRecord::Migration
def self.up
create_table :comments do |t|
t.string :commenter
t.text :body
t.references :post
t.timestamps
end
end
def self.down
drop_table :comments
end
end
</ruby>
The +t.references+ line sets up a foreign key column for the association between the two models. Go ahead and run the migration:
<shell>
$ rake db:migrate
</shell>
Rails is smart enough to only execute the migrations that have not already been run against the current database, so in this case you will just see:
<shell>
== CreateComments: migrating =================================================
-- create_table(:comments)
-> 0.0019s
== CreateComments: migrated (0.0020s) ========================================
</shell>
h4. Associating Models
Active Record associations let you easily declare the relationship between two models. In the case of comments and posts, you could write out the relationships this way:
* Each comment belongs to one post
* One post can have many comments
In fact, this is very close to the syntax that Rails uses to declare this association. You've already seen the line of code inside the Comment model that makes each comment belong to a Post:
<ruby>
class Comment < ActiveRecord::Base
belongs_to :post
end
</ruby>
You'll need to edit the +post.rb+ file to add the other side of the association:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
has_many :comments
end
</ruby>
These two declarations enable a good bit of automatic behavior. For example, if you have an instance variable +@post+ containing a post, you can retrieve all the comments belonging to that post as the array +@post.comments+.
TIP: For more information on Active Record associations, see the "Active Record Associations":association_basics.html guide.
h4. Adding a Route for Comments
As with the +home+ controller, we will need to add a route so that Rails knows where we would like to navigate to see +comments+. Open up the +config/routes.rb+ file again, you will see an entry that was added automatically for +posts+ near the top by the scaffold generator, +resources :posts+, edit it as follows:
<ruby>
resources :posts do
resources :comments
end
</ruby>
This creates +comments+ as a _nested resource_ within +posts+. This is another part of capturing the hierarchical relationship that exists between posts and comments.
TIP: For more information on routing, see the "Rails Routing from the Outside In":routing.html guide.
h4. Generating a Controller
With the model in hand, you can turn your attention to creating a matching controller. Again, there's a generator for this:
<shell>
$ script/generate controller Comments index show new edit
</shell>
This creates eight files:
* +app/controllers/comments_controller.rb+ - The controller
* +app/helpers/comments_helper.rb+ - A view helper file
* +app/views/comments/index.html.erb+ - The view for the index action
* +app/views/comments/show.html.erb+ - The view for the show action
* +app/views/comments/new.html.erb+ - The view for the new action
* +app/views/comments/edit.html.erb+ - The view for the edit action
* +test/functional/comments_controller_test.rb+ - The functional tests for the controller
* +test/unit/helpers/comments_helper_test.rb+ - The unit tests for the helper
The controller will be generated with empty methods and views for each action that you specified in the call to +script/generate controller+:
<ruby>
class CommentsController < ApplicationController
def index
end
def show
end
def new
end
def edit
end
end
</ruby>
You'll need to flesh this out with code to actually process requests appropriately in each method. Here's a version that (for simplicity's sake) only responds to requests that require HTML:
<ruby>
class CommentsController < ApplicationController
before_filter :find_post
def index
@comments = @post.comments
end
def show
@comment = @post.comments.find(params[:id])
end
def new
@comment = @post.comments.build
end
def create
@comment = @post.comments.build(params[:comment])
if @comment.save
redirect_to post_comment_url(@post, @comment)
else
render :action => "new"
end
end
def edit
@comment = @post.comments.find(params[:id])
end
def update
@comment = Comment.find(params[:id])
if @comment.update_attributes(params[:comment])
redirect_to post_comment_url(@post, @comment)
else
render :action => "edit"
end
end
def destroy
@comment = Comment.find(params[:id])
@comment.destroy
redirect_to post_comments_path(@post)
end
private
def find_post
@post = Post.find(params[:post_id])
end
end
</ruby>
You'll see a bit more complexity here than you did in the controller for posts. That's a side-effect of the nesting that you've set up; each request for a comment has to keep track of the post to which the comment is attached.
In addition, the code takes advantage of some of the methods available for an association. For example, in the +new+ method, it calls
<ruby>
@comment = @post.comments.build
</ruby>
This creates a new +Comment+ object _and_ sets up the +post_id+ field to have the +id+ from the specified +Post+ object in a single operation.
h4. Building Views
Because you skipped scaffolding, you'll need to build views for comments "by hand". Invoking +script/generate controller+ will give you skeleton views, but they'll be devoid of actual content. Here's a first pass at fleshing out the comment views.
The +views/comments/index.html.erb+ view:
<erb>
<h1>Comments for <%= @post.title %></h1>
<table>
<tr>
<th>Commenter</th>
<th>Body</th>
<th></th>
<th></th>
<th></th>
</tr>
<% @comments.each do |comment| %>
<tr>
<td><%= comment.commenter %></td>
<td><%= comment.body %></td>
<td><%= link_to 'Show', post_comment_path(@post, comment) %></td>
<td><%= link_to 'Edit', edit_post_comment_path(@post, comment) %></td>
<td><%= link_to 'Destroy', post_comment_path(@post, comment),
:confirm => 'Are you sure?', :method => :delete %></td>
</tr>
<% end %>
</table>
<br />
<%= link_to 'New comment', new_post_comment_path(@post) %>
<%= link_to 'Back to Post', @post %>
</erb>
The +views/comments/new.html.erb+ view (again using a partial to render a form that is shared with the +edit+ view):
<erb>
<h1>New comment</h1>
<%= render 'form' %>
<%= link_to 'Back', post_comments_path(@post) %>
</erb>
The +views/comments/edit.html.erb+ view:
<erb>
<h1>Editing comment</h1>
<%= render 'form' %>
<%= link_to 'Show', post_comment_path(@post, @comment) %> |
<%= link_to 'Back', post_comments_path(@post) %>
</erb>
The +views/comments/_form.html.erb+ partial:
<erb>
<% form_for([@post, @comment]) do |f| %>
<%= f.error_messages %>
<div class="field">
<%= f.label :commenter %><br />
<%= f.text_field :commenter %>
</div>
<div class="field">
<%= f.label :body %><br />
<%= f.text_area :body %>
</div>
<div class="actions">
<%= f.submit %>
</div>
<% end %>
</erb>
The +views/comments/show.html.erb+ view:
<erb>
<h1>Comment on <%= @post.title %></h1>
<p>
<b>Commenter:</b>
<%= @comment.commenter %>
</p>
<p>
<b>Comment:</b>
<%= @comment.body %>
</p>
<%= link_to 'Edit', edit_post_comment_path(@post, @comment) %> |
<%= link_to 'Back', post_comments_path(@post) %>
</erb>
Again, the added complexity here (compared to the views you saw for managing posts) comes from the necessity of juggling a post and its comments at the same time.
h4. Hooking Comments to Posts
As a next step, I'll modify the +views/posts/show.html.erb+ view to show the comments on that post, and to allow managing those comments:
<erb>
<p>
<b>Name:</b>
<%= @post.name %>
</p>
<p>
<b>Title:</b>
<%= @post.title %>
</p>
<p>
<b>Content:</b>
<%= @post.content %>
</p>
<h2>Comments</h2>
<% @post.comments.each do |comment| %>
<p>
<b>Commenter:</b>
<%= comment.commenter %>
</p>
<p>
<b>Comment:</b>
<%= comment.body %>
</p>
<% end %>
<%= link_to 'Edit Post', edit_post_path(@post) %> |
<%= link_to 'Back to Posts', posts_path %> |
<%= link_to 'Manage Comments', post_comments_path(@post) %>
</erb>
Note that each post has its own individual comments collection, accessible as +@post.comments+. That's a consequence of the declarative associations in the models. Path helpers such as +post_comments_path+ come from the nested route declaration in +config/routes.rb+.
h4. Deleting Associated Objects
If you decide at some point to delete a post, you likely want to delete the comments associated with that post as well. You can do so by taking advantage of the association option +dependent+. All you need to do is modify the +post.rb+ as follows:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
has_many :comments, :dependent => :destroy
end
</ruby>
h3. Building a Multi-Model Form
Comments and posts are edited on two separate forms - which makes sense, given the flow of this mini-application. But what if you want to edit more than one thing on a single form? Rails offers support for nested forms. Let's add support for giving each post multiple tags, right in the form where you create the post. First, create a new model to hold the tags:
<shell>
$ script/generate model tag name:string post:references
</shell>
Again, run the migration to create the database table:
<shell>
$ rake db:migrate
</shell>
Next, edit the +post.rb+ file to create the other side of the association, and to tell Rails (via the +accepts_nested_attributes+ macro) that you intend to edit tags via posts:
<ruby>
class Post < ActiveRecord::Base
validates :name, :presence => true
validates :title, :presence => true,
:length => { :minimum => 5 }
has_many :comments
has_many :tags
accepts_nested_attributes_for :tags, :allow_destroy => :true,
:reject_if => proc { |attrs| attrs.all? { |k, v| v.blank? } }
end
</ruby>
The +:allow_destroy+ option on the nested attribute declaration tells Rails to display a "remove" checkbox on the view that you'll build shortly. The +:reject_if+ option prevents saving new tags that do not have any attributes filled in.
You'll also need to modify +views/posts/_form.html.erb+ to include the tags:
<erb>
<% @post.tags.build if @post.tags.empty? %>
<% form_for(@post) do |post_form| %>
<%= post_form.error_messages %>
<div class="field">
<%= post_form.label :name %><br />
<%= post_form.text_field :name %>
</div>
<div class="field">
<%= post_form.label :title %><br />
<%= post_form.text_field :title %>
</div>
<div class="field">
<%= post_form.label :content %><br />
<%= post_form.text_area :content %>
</div>
<h2>Tags</h2>
<% post_form.fields_for :tags do |tag_form| %>
<div class="field">
<%= tag_form.label :name, 'Tag:' %>
<%= tag_form.text_field :name %>
</div>
<% unless tag_form.object.nil? || tag_form.object.new_record? %>
<div class="field">
<%= tag_form.label :_delete, 'Remove:' %>
<%= tag_form.check_box :_delete %>
</div>
<% end %>
<% end %>
<div class="actions">
<%= post_form.submit %>
</div>
<% end %>
</erb>
You will note that we also have changed the +form_for(@post) do |f|+ to +form_for(@post) do |post_form|+ and changed all the +f+ method calls as well to show more clearly what is going on.
With these changes in place, you'll find that you can edit a post and its tags directly on the same view.
NOTE. You may want to use JavaScript to dynamically add additional tags on a single form. For an example of this and other advanced techniques, see the "complex form examples application":http://github.com/mikel/complex-form-examples/.
h3. What's Next?
Now that you've seen your first Rails application, you should feel free to update it and experiment on your own. But you don't have to do everything without help. As you need assistance getting up and running with Rails, feel free to consult these support resources:
* The "Ruby On Rails guides":http://guides.rails.info
* The "Ruby on Rails mailing list":http://groups.google.com/group/rubyonrails-talk
* The "#rubyonrails":irc://irc.freenode.net/#rubyonrails channel on irc.freenode.net
* The "Rails Wiki":http://wiki.rubyonrails.org/
Rails also comes with built-in help that you can generate using the rake command-line utility:
* Running +rake doc:guides+ will put a full copy of the Rails Guides in the +doc/guides+ folder of your application. Open +doc/guides/index.html+ in your web browser to explore the Guides.
* Running +rake doc:rails+ will put a full copy of the API documentation for Rails in the +doc/api+ folder of your application. Open +doc/api/index.html+ in your web browser to explore the API documentation.
h3. Changelog
"Lighthouse ticket":http://rails.lighthouseapp.com/projects/16213-rails-guides/tickets/2
"Lighthouse ticket for accepts_nested_attributes_for bug":https://rails.lighthouseapp.com/projects/8994-ruby-on-rails/tickets/3779
* January 24, 2010: Re-write for Rails 3.0 by "Mikel Lindsaar":credits:html#raasdnil
* July 18, 2009: Minor cleanup in anticipation of Rails 2.3.3 by "Mike Gunderloy":credits.html#mgunderloy
* February 1, 2009: Updated for Rails 2.3 by "Mike Gunderloy":credits.html#mgunderloy
* November 3, 2008: Formatting patch from Dave Rothlisberger
* November 1, 2008: First approved version by "Mike Gunderloy":credits.html#mgunderloy
* October 16, 2008: Revised based on feedback from Pratik Naik by "Mike Gunderloy":credits.html#mgunderloy (not yet approved for publication)
* October 13, 2008: First complete draft by "Mike Gunderloy":credits.html#mgunderloy (not yet approved for publication)
* October 12, 2008: More detail, rearrangement, editing by "Mike Gunderloy":credits.html#mgunderloy (not yet approved for publication)
* September 8, 2008: initial version by James Miller (not yet approved for publication)
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