Getting Started with Rails

This guide covers getting up and running with Ruby on Rails.

After reading this guide, you will know:

• How to install Rails, create a new Rails application, and connect 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.

Chapters

1. Guide Assumptions
2. What is Rails?
3. Creating a New Rails Project
   • Installing Rails
   • Creating the Blog Application
4. Hello, Rails!
   • Starting up the Web Server
   • Say "Hello", Rails
   • Setting the Application Home Page
5. Getting Up and Running
   • Laying down the groundwork
   • The first form
   • Creating articles
   • Creating the Article model
   • Running a Migration
   • Saving data in the controller
   • Showing Articles
   • Listing all articles
   • Adding links
   • Adding Some Validation
   • Updating Articles
   • Using partials to clean up duplication in views
   • Deleting Articles
6. Adding a Second Model
   • Generating a Model
   • Associating Models
   • Adding a Route for Comments
   • Generating a Controller
7. Refactoring
   • Rendering Partial Collections
   • Rendering a Partial Form
8. Deleting Comments
   • Deleting Associated Objects
9. Security
   • Basic Authentication
   • Other Security Considerations
10. What's Next?
11. Configuration Gotchas

1 Guide Assumptions

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.

Rails is a web application framework running on the Ruby programming language. If you have no prior experience with Ruby, you will find a very steep learning curve diving straight into Rails. There are several curated lists of online resources for learning Ruby:

• Official Ruby Programming Language website
• List of Free Programming Books

Be aware that some resources, while still excellent, cover versions of Ruby as old as 1.6, and commonly 1.8, and will not include some syntax that you will see in day-to-day development with Rails.

2 What is Rails?

Rails is a web application development framework written in the Ruby programming 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. Experienced Rails developers also report that it makes web application development more fun.

Rails is opinionated software. It makes the assumption that there is a "best" way to do things, and it's designed to encourage that 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 two major guiding principles:

• Don't Repeat Yourself: DRY is a principle of software development which states that "Every piece of knowledge must have a single, unambiguous, authoritative representation within a system." By not writing the same information over and over again, our code is more maintainable, more extensible, and less buggy.
• Convention Over Configuration: Rails has opinions about the best way to do many things in a web application, and defaults to this set of conventions, rather than require that you specify minutiae through endless configuration files.

3 Creating a New Rails Project

The best way to read this guide is to follow it step by step. All steps are essential to run this example application and no additional code or steps are needed.

By following along with this guide, you'll create a Rails project called blog, a (very) simple weblog. Before you can start building the application, you need to make sure that you have Rails itself installed.

3.1 Installing Rails

Before you install Rails, you should check to make sure that your system has the proper prerequisites installed. These include Ruby and SQLite3.

Open up a command line prompt. On macOS open Terminal.app, on Windows choose "Run" from your Start menu and type 'cmd.exe'. Any commands prefaced with a dollar sign $ should be run in the command line. Verify that you have a current version of Ruby installed:

$ ruby -v
ruby 2.5.0

Rails requires Ruby version 2.5.0 or later. If the version number returned is less than that number, you'll need to install a fresh copy of Ruby.

If you are working on Windows, you should also install the Ruby Installer Development Kit.

You will also need an installation of the SQLite3 database. Many popular UNIX-like OSes ship with an acceptable version of SQLite3. On Windows, if you installed Rails through Rails Installer, you already have SQLite installed. Others can find installation instructions at the SQLite3 website. Verify that it is correctly installed and in your PATH:

$ sqlite3 --version

The program should report its version.

To install Rails, use the gem install command provided by RubyGems:

$ gem install rails

To verify that you have everything installed correctly, you should be able to run the following:

$ rails --version

If it says something like "Rails 6.0.0", you are ready to continue.

3.2 Creating the Blog Application

Rails comes with a number of scripts called generators that are designed to make your development life easier by creating everything that's necessary to start working on a particular task. One of these is the new application generator, which will provide you with the foundation of a fresh Rails application so that you don't have to write it yourself.

To use this generator, open a terminal, navigate to a directory where you have rights to create files, and type:

$ rails new blog

This will create a Rails application called Blog in a blog directory and install the gem dependencies that are already mentioned in Gemfile using bundle install.

After you create the blog application, switch to its folder:

$ cd blog

The blog directory has a number of auto-generated files and folders that make up the structure of a Rails application. Most of the work in this tutorial will happen in the app folder, but here's a basic rundown on the function of each of the files and folders that Rails created by default:

File/Folder	Purpose
app/	Contains the controllers, models, views, helpers, mailers, channels, jobs, and assets for your application. You'll focus on this folder for the remainder of this guide.
bin/	Contains the rails script that starts your app and can contain other scripts you use to setup, update, deploy, or run your application.
config/	Configure your application's routes, database, and more. This is covered in more detail in Configuring Rails Applications.
config.ru	Rack configuration for Rack based servers used to start the application. For more information about Rack, see the Rack website.
db/	Contains your current database schema, as well as the database migrations.
Gemfile Gemfile.lock	These files allow you to specify what gem dependencies are needed for your Rails application. These files are used by the Bundler gem. For more information about Bundler, see the Bundler website.
lib/	Extended modules for your application.
log/	Application log files.
package.json	This file allows you to specify what npm dependencies are needed for your Rails application. This file is used by Yarn. For more information about Yarn, see the Yarn website.
public/	The only folder seen by the world as-is. Contains static files and compiled assets.
Rakefile	This file locates and loads tasks that can be run from the command line. The task definitions are defined throughout the components of Rails. Rather than changing Rakefile, you should add your own tasks by adding files to the lib/tasks directory of your application.
README.md	This is a brief instruction manual for your application. You should edit this file to tell others what your application does, how to set it up, and so on.
storage/	Active Storage files for Disk Service. This is covered in Active Storage Overview.
test/	Unit tests, fixtures, and other test apparatus. These are covered in Testing Rails Applications.
tmp/	Temporary files (like cache and pid files).
vendor/	A place for all third-party code. In a typical Rails application this includes vendored gems.
.gitignore	This file tells git which files (or patterns) it should ignore. See GitHub - Ignoring files for more info about ignoring files.
.ruby-version	This file contains the default Ruby version.

4 Hello, Rails!

To begin with, let's get some text up on screen quickly. To do this, you need to get your Rails application server running.

4.1 Starting up the Web Server

You actually have a functional Rails application already. To see it, you need to start a web server on your development machine. You can do this by running the following in the blog directory:

$ rails server

This will fire up Puma, a web server distributed with Rails by default. To see your application in action, open a browser window and navigate to http://localhost:3000. You should see the Rails default information page:

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.

4.2 Say "Hello", Rails

To get Rails saying "Hello", you need to create at minimum a controller and a view.

A controller's purpose is to receive specific requests for the application. Routing decides which controller receives which requests. Often, there is more than one route to each controller, and different routes can be served by different actions. Each action's purpose is to collect information to provide it to a view.

A view's purpose is to display this information in a human readable format. An important distinction to make is that it is the controller, not the view, where information is collected. The view should just display that information. By default, view templates are written in a language called eRuby (Embedded Ruby) which is processed by the request cycle in Rails before being sent to the user.

To create a new controller, you will need to run the "controller" generator and tell it you want a controller called "Welcome" with an action called "index", just like this:

$ rails generate controller Welcome index

Rails will create several files and a route for you.

create  app/controllers/welcome_controller.rb
 route  get 'welcome/index'
invoke  erb
create    app/views/welcome
create    app/views/welcome/index.html.erb
invoke  test_unit
create    test/controllers/welcome_controller_test.rb
invoke  helper
create    app/helpers/welcome_helper.rb
invoke    test_unit
invoke  assets
invoke    scss
create      app/assets/stylesheets/welcome.scss

Most important of these are of course the controller, located at app/controllers/welcome_controller.rb and the view, located at app/views/welcome/index.html.erb.

Open the app/views/welcome/index.html.erb file in your text editor. Delete all of the existing code in the file, and replace it with the following single line of code:

<h1>Hello, Rails!</h1>

4.3 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://localhost:3000. At the moment, "Welcome aboard" is occupying that spot.

Next, you have to tell Rails where your actual home page is located.

Open the file config/routes.rb in your editor.

Rails.application.routes.draw do
  get 'welcome/index'

  # For details on the DSL available within this file, see https://guides.rubyonrails.org/routing.html
end

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. Edit this file by adding the line of code root 'welcome#index'. It should look something like the following:

Rails.application.routes.draw do
  get 'welcome/index'

  root 'welcome#index'
end

root 'welcome#index' tells Rails to map requests to the root of the application to the welcome controller's index action and get 'welcome/index' tells Rails to map requests to http://localhost:3000/welcome/index to the welcome controller's index action. This was created earlier when you ran the controller generator (rails generate controller Welcome index).

Launch the web server again if you stopped it to generate the controller (rails server) and navigate to http://localhost:3000 in your browser. You'll see the "Hello, Rails!" message you put into app/views/welcome/index.html.erb, indicating that this new route is indeed going to WelcomeController's index action and is rendering the view correctly.

5 Getting Up and Running

Now that you've seen how to create a controller, an action, and a view, let's create something with a bit more substance.

In the Blog application, you will now create a new resource. A resource is the term used for a collection of similar objects, such as articles, people, or animals. You can create, read, update, and destroy items for a resource and these operations are referred to as CRUD operations.

Rails provides a resources method which can be used to declare a standard REST resource. You need to add the article resource to the config/routes.rb so the file will look as follows:

Rails.application.routes.draw do
  get 'welcome/index'

  resources :articles

  root 'welcome#index'
end

If you run rails routes, you'll see that it has defined routes for all the standard RESTful actions. The meaning of the prefix column (and other columns) will be seen later, but for now notice that Rails has inferred the singular form article and makes meaningful use of the distinction.

$ rails routes
       Prefix Verb   URI Pattern                  Controller#Action
welcome_index GET    /welcome/index(.:format)     welcome#index
     articles GET    /articles(.:format)          articles#index
              POST   /articles(.:format)          articles#create
  new_article GET    /articles/new(.:format)      articles#new
 edit_article GET    /articles/:id/edit(.:format) articles#edit
      article GET    /articles/:id(.:format)      articles#show
              PATCH  /articles/:id(.:format)      articles#update
              PUT    /articles/:id(.:format)      articles#update
              DELETE /articles/:id(.:format)      articles#destroy
         root GET    /                            welcome#index

In the next section, you will add the ability to create new articles in your application and be able to view them. This is the "C" and the "R" from CRUD: create and read. The form for doing this will look like this:

It will look a little basic for now, but that's ok. We'll look at improving the styling for it afterwards.

5.1 Laying down the groundwork

Firstly, you need a place within the application to create a new article. A great place for that would be at /articles/new. With the route already defined, requests can now be made to /articles/new in the application. Navigate to http://localhost:3000/articles/new and you'll see a routing error:

This error occurs because the route needs to have a controller defined in order to serve the request. The solution to this particular problem is simple: create a controller called ArticlesController. You can do this by running this command:

$ rails generate controller Articles

If you open up the newly generated app/controllers/articles_controller.rb you'll see a fairly empty controller:

class ArticlesController < ApplicationController
end

A controller is simply a class that is defined to inherit from ApplicationController. It's inside this class that you'll define methods that will become the actions for this controller. These actions will perform CRUD operations on the articles within our system.

If you refresh http://localhost:3000/articles/new now, you'll get a new error:

This error indicates that Rails cannot find the new action inside the ArticlesController that you just generated. This is because when controllers are generated in Rails they are empty by default, unless you tell it your desired actions during the generation process.

To manually define an action inside a controller, all you need to do is to define a new method inside the controller. Open app/controllers/articles_controller.rb and inside the ArticlesController class, define the new method so that your controller now looks like this:

class ArticlesController < ApplicationController
  def new
  end
end

With the new method defined in ArticlesController, if you refresh http://localhost:3000/articles/new you'll see another error:

You're getting this error now because Rails expects plain actions like this one to have views associated with them to display their information. With no view available, Rails will raise an exception.

Let's look at the full error message again:

ArticlesController#new is missing a template for request formats: text/html

NOTE! Unless told otherwise, Rails expects an action to render a template with the same name, contained in a folder named after its controller. If this controller is an API responding with 204 (No Content), which does not require a template, then this error will occur when trying to access it via browser, since we expect an HTML template to be rendered for such requests. If that's the case, carry on.

The message identifies which template is missing. In this case, it's the articles/new template. Rails will first look for this template. If not found, then it will attempt to load a template called application/new, because the ArticlesController inherits from ApplicationController.

Next the message contains request.formats which specifies the format of template to be served in response. It is set to text/html as we requested this page via browser, so Rails is looking for an HTML template.

The simplest template that would work in this case would be one located at app/views/articles/new.html.erb. The extension of this file name is important: the first extension is the format of the template, and the second extension is the handler that will be used to render the template. Rails is attempting to find a template called articles/new within app/views for the application. The format for this template can only be html and the default handler for HTML is erb. Rails uses other handlers for other formats. builder handler is used to build XML templates and coffee handler uses CoffeeScript to build JavaScript templates. Since you want to create a new HTML form, you will be using the ERB language which is designed to embed Ruby in HTML.

Therefore the file should be called articles/new.html.erb and needs to be located inside the app/views directory of the application.

Go ahead now and create a new file at app/views/articles/new.html.erb and write this content in it:

<h1>New Article</h1>

When you refresh http://localhost:3000/articles/new you'll now see that the page has a title. The route, controller, action, and view are now working harmoniously! It's time to create the form for a new article.

5.2 The first form

To create a form within this template, you will use a form builder. The primary form builder for Rails is provided by a helper method called form_with. To use this method, add this code into app/views/articles/new.html.erb:

<%= form_with scope: :article, local: true do |form| %>
  <p>
    <%= form.label :title %><br>
    <%= form.text_field :title %>
  </p>

  <p>
    <%= form.label :text %><br>
    <%= form.text_area :text %>
  </p>

  <p>
    <%= form.submit %>
  </p>
<% end %>

If you refresh the page now, you'll see the exact same form from our example above. Building forms in Rails is really just that easy!

When you call form_with, you pass it an identifying scope for this form. In this case, it's the symbol :article. This tells the form_with helper what this form is for. Inside the block for this method, the FormBuilder object - represented by form - is used to build two labels and two text fields, one each for the title and text of an article. Finally, a call to submit on the form object will create a submit button for the form.

There's one problem with this form though. If you inspect the HTML that is generated, by viewing the source of the page, you will see that the action attribute for the form is pointing at /articles/new. This is a problem because this route goes to the very page that you're on right at the moment, and that route should only be used to display the form for a new article.

The form needs to use a different URL in order to go somewhere else. This can be done quite simply with the :url option of form_with. Typically in Rails, the action that is used for new form submissions like this is called "create", and so the form should be pointed to that action.

Edit the form_with line inside app/views/articles/new.html.erb to look like this:

<%= form_with scope: :article, url: articles_path, local: true do |form| %>

In this example, the articles_path helper is passed to the :url option. To see what Rails will do with this, we look back at the output of rails routes:

$ rails routes
      Prefix Verb   URI Pattern                  Controller#Action
welcome_index GET    /welcome/index(.:format)     welcome#index
     articles GET    /articles(.:format)          articles#index
              POST   /articles(.:format)          articles#create
  new_article GET    /articles/new(.:format)      articles#new
 edit_article GET    /articles/:id/edit(.:format) articles#edit
      article GET    /articles/:id(.:format)      articles#show
              PATCH  /articles/:id(.:format)      articles#update
              PUT    /articles/:id(.:format)      articles#update
              DELETE /articles/:id(.:format)      articles#destroy
         root GET    /                            welcome#index

The articles_path helper tells Rails to point the form to the URI Pattern associated with the articles prefix; and the form will (by default) send a POST request to that route. This is associated with the create action of the current controller, the ArticlesController.

With the form and its associated route defined, you will be able to fill in the form and then click the submit button to begin the process of creating a new article, so go ahead and do that. When you submit the form, you should see a familiar error:

You now need to create the create action within the ArticlesController for this to work.

5.3 Creating articles

To make the "Unknown action" go away, you can define a create action within the ArticlesController class in app/controllers/articles_controller.rb, underneath the new action, as shown:

class ArticlesController < ApplicationController
  def new
  end

  def create
  end
end

If you re-submit the form now, you may not see any change on the page. Don't worry! This is because Rails by default returns 204 No Content response for an action if we don't specify what the response should be. We just added the create action but didn't specify anything about how the response should be. In this case, the create action should save our new article to the database.

When a form is submitted, the fields of the form are sent to Rails as parameters. These parameters can then be referenced inside the controller actions, typically to perform a particular task. To see what these parameters look like, change the create action to this:

def create
  render plain: params[:article].inspect
end

The render method here is taking a very simple hash with a key of :plain and value of params[:article].inspect. The params method is the object which represents the parameters (or fields) coming in from the form. The params method returns an ActionController::Parameters object, which allows you to access the keys of the hash using either strings or symbols. In this situation, the only parameters that matter are the ones from the form.

If you re-submit the form one more time, you'll see something that looks like the following:

<ActionController::Parameters {"title"=>"First Article!", "text"=>"This is my first article."} permitted: false>

This action is now displaying the parameters for the article that are coming in from the form. However, this isn't really all that helpful. Yes, you can see the parameters but nothing in particular is being done with them.

5.4 Creating the Article model

Models in Rails use a singular name, and their corresponding database tables use a plural name. Rails provides a generator for creating models, which most Rails developers tend to use when creating new models. To create the new model, run this command in your terminal:

$ rails generate model Article title:string text:text

With that command we told Rails that we want an Article model, together with a title attribute of type string, and a text attribute of type text. Those attributes are automatically added to the articles table in the database and mapped to the Article model.

Rails responded by creating a bunch of files. For now, we're only interested in app/models/article.rb and db/migrate/20140120191729_create_articles.rb (your name could be a bit different). The latter is responsible for creating the database structure, which is what we'll look at next.

5.5 Running a Migration

As we've just seen, rails generate model created a database migration file inside the db/migrate directory. 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/YYYYMMDDHHMMSS_create_articles.rb file (remember, yours will have a slightly different name), here's what you'll find:

class CreateArticles < ActiveRecord::Migration[6.0]
  def change
    create_table :articles do |t|
      t.string :title
      t.text :text

      t.timestamps
    end
  end
end

The above migration creates a method named change which will be called when you run this migration. The action defined in this method is also reversible, which means Rails knows how to reverse the change made by this migration, in case you want to reverse it later. When you run this migration it will create an articles table with one string column and a text column. It also creates two timestamp fields to allow Rails to track article creation and update times.

At this point, you can use a rails command to run the migration:

$ rails db:migrate

Rails will execute this migration command and tell you it created the Articles table.

==  CreateArticles: migrating ==================================================
-- create_table(:articles)
   -> 0.0019s
==  CreateArticles: migrated (0.0020s) =========================================

5.6 Saving data in the controller

Back in ArticlesController, we need to change the create action to use the new Article model to save the data in the database. Open app/controllers/articles_controller.rb and change the create action to look like this:

def create
  @article = Article.new(params[:article])

  @article.save
  redirect_to @article
end

Here's what's going on: every Rails model can be initialized with its respective attributes, which are automatically mapped to the respective database columns. In the first line we do just that (remember that params[:article] contains the attributes we're interested in). Then, @article.save is responsible for saving the model in the database. Finally, we redirect the user to the show action, which we'll define later.

If you now go to http://localhost:3000/articles/new you'll almost be able to create an article. Try it! You should get an error that looks like this:

Rails has several security features that help you write secure applications, and you're running into one of them now. This one is called strong parameters, which requires us to tell Rails exactly which parameters are allowed into our controller actions.

Why do you have to bother? The ability to grab and automatically assign all controller parameters to your model in one shot makes the programmer's job easier, but this convenience also allows malicious use. What if a request to the server was crafted to look like a new article form submit but also included extra fields with values that violated your application's integrity? They would be 'mass assigned' into your model and then into the database along with the good stuff - potentially breaking your application or worse.

We have to define our permitted controller parameters to prevent wrongful mass assignment. In this case, we want to both allow and require the title and text parameters for valid use of create. The syntax for this introduces require and permit. The change will involve one line in the create action:

@article = Article.new(params.require(:article).permit(:title, :text))

This is often factored out into its own method so it can be reused by multiple actions in the same controller, for example create and update. Above and beyond mass assignment issues, the method is often made private to make sure it can't be called outside its intended context. Here is the result:

def create
  @article = Article.new(article_params)

  @article.save
  redirect_to @article
end

private
  def article_params
    params.require(:article).permit(:title, :text)
  end

5.7 Showing Articles

If you submit the form again now, Rails will complain about not finding the show action. That's not very useful though, so let's add the show action before proceeding.

As we have seen in the output of rails routes, the route for show action is as follows:

article GET    /articles/:id(.:format)      articles#show

The special syntax :id tells rails that this route expects an :id parameter, which in our case will be the id of the article.

As we did before, we need to add the show action in app/controllers/articles_controller.rb and its respective view.

Given that, let's add the show action, as follows:

class ArticlesController < ApplicationController
  def show
    @article = Article.find(params[:id])
  end

  def new
  end

  # snippet for brevity

A couple of things to note. We use Article.find to find the article we're interested in, passing in params[:id] to get the :id parameter from the request. We also use an instance variable (prefixed with @) to hold a reference to the article object. We do this because Rails will pass all instance variables to the view.

Now, create a new file app/views/articles/show.html.erb with the following content:

<p>
  <strong>Title:</strong>
  <%= @article.title %>
</p>

<p>
  <strong>Text:</strong>
  <%= @article.text %>
</p>

With this change, you should finally be able to create new articles. Visit http://localhost:3000/articles/new and give it a try!

5.8 Listing all articles

We still need a way to list all our articles, so let's do that. The route for this as per output of rails routes is:

articles GET    /articles(.:format)          articles#index

Add the corresponding index action for that route inside the ArticlesController in the app/controllers/articles_controller.rb file. When we write an index action, the usual practice is to place it as the first method in the controller. Let's do it:

class ArticlesController < ApplicationController
  def index
    @articles = Article.all
  end

  def show
    @article = Article.find(params[:id])
  end

  def new
  end

  # snippet for brevity

And then finally, add the view for this action, located at app/views/articles/index.html.erb:

<h1>Listing articles</h1>

<table>
  <tr>
    <th>Title</th>
    <th>Text</th>
    <th></th>
  </tr>

  <% @articles.each do |article| %>
    <tr>
      <td><%= article.title %></td>
      <td><%= article.text %></td>
      <td><%= link_to 'Show', article_path(article) %></td>
    </tr>
  <% end %>
</table>

Now if you go to http://localhost:3000/articles you will see a list of all the articles that you have created.

5.9 Adding links

You can now create, show, and list articles. Now let's add some links to navigate through pages.

Open app/views/welcome/index.html.erb and modify it as follows:

<h1>Hello, Rails!</h1>
<%= link_to 'My Blog', controller: 'articles' %>

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 articles.

Let's add links to the other views as well, starting with adding this "New Article" link to app/views/articles/index.html.erb, placing it above the <table> tag:

<%= link_to 'New article', new_article_path %>

This link will allow you to bring up the form that lets you create a new article.

Now, add another link in app/views/articles/new.html.erb, underneath the form, to go back to the index action:

<%= form_with scope: :article, url: articles_path, local: true do |form| %>
  ...
<% end %>

<%= link_to 'Back', articles_path %>

Finally, add a link to the app/views/articles/show.html.erb template to go back to the index action as well, so that people who are viewing a single article can go back and view the whole list again:

<p>
  <strong>Title:</strong>
  <%= @article.title %>
</p>

<p>
  <strong>Text:</strong>
  <%= @article.text %>
</p>

<%= link_to 'Back', articles_path %>

5.10 Adding Some Validation

The model file, app/models/article.rb is about as simple as it can get:

class Article < ApplicationRecord
end

There isn't much to this file - but note that the Article class inherits from ApplicationRecord. ApplicationRecord inherits from ActiveRecord::Base which 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.

Rails includes methods to help you validate the data that you send to models. Open the app/models/article.rb file and edit it:

class Article < ApplicationRecord
  validates :title, presence: true,
                    length: { minimum: 5 }
end

These changes will ensure that all articles have a title that 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. Validations are covered in detail in Active Record Validations.

With the validation now in place, when you call @article.save on an invalid article, it will return false. If you open app/controllers/articles_controller.rb again, you'll notice that we don't check the result of calling @article.save inside the create action. If @article.save fails in this situation, we need to show the form back to the user. To do this, change the new and create actions inside app/controllers/articles_controller.rb to these:

def new
  @article = Article.new
end

def create
  @article = Article.new(article_params)

  if @article.save
    redirect_to @article
  else
    render 'new'
  end
end

private
  def article_params
    params.require(:article).permit(:title, :text)
  end

The new action is now creating a new instance variable called @article, and you'll see why that is in just a few moments.

Notice that inside the create action we use render instead of redirect_to when save returns false. The render method is used so that the @article object is passed back to the new template when it is rendered. This rendering is done within the same request as the form submission, whereas the redirect_to will tell the browser to issue another request.

If you reload http://localhost:3000/articles/new and try to save an article without a title, Rails will send you back to the form, but that's not very useful. You need to tell the user that something went wrong. To do that, you'll modify app/views/articles/new.html.erb to check for error messages:

<%= form_with scope: :article, url: articles_path, local: true do |form| %>

  <% if @article.errors.any? %>
    <div id="error_explanation">
      <h2>
        <%= pluralize(@article.errors.count, "error") %> prohibited
        this article from being saved:
      </h2>
      <ul>
        <% @article.errors.full_messages.each do |msg| %>
          <li><%= msg %></li>
        <% end %>
      </ul>
    </div>
  <% end %>

  <p>
    <%= form.label :title %><br>
    <%= form.text_field :title %>
  </p>

  <p>
    <%= form.label :text %><br>
    <%= form.text_area :text %>
  </p>

  <p>
    <%= form.submit %>
  </p>

<% end %>

<%= link_to 'Back', articles_path %>

A few things are going on. We check if there are any errors with @article.errors.any?, and in that case we show a list of all errors with @article.errors.full_messages.

pluralize is a rails helper that takes a number and a string as its arguments. If the number is greater than one, the string will be automatically pluralized.

The reason why we added @article = Article.new in the ArticlesController is that otherwise @article would be nil in our view, and calling @article.errors.any? would throw an error.

Now you'll get a nice error message when saving an article without a title when you attempt to do just that on the new article form http://localhost:3000/articles/new:

5.11 Updating Articles

We've covered the "CR" part of CRUD. Now let's focus on the "U" part, updating articles.

The first step we'll take is adding an edit action to the ArticlesController, generally between the new and create actions, as shown:

def new
  @article = Article.new
end

def edit
  @article = Article.find(params[:id])
end

def create
  @article = Article.new(article_params)

  if @article.save
    redirect_to @article
  else
    render 'new'
  end
end

The view will contain a form similar to the one we used when creating new articles. Create a file called app/views/articles/edit.html.erb and make it look as follows:

<h1>Edit article</h1>

<%= form_with(model: @article, local: true) do |form| %>

  <% if @article.errors.any? %>
    <div id="error_explanation">
      <h2>
        <%= pluralize(@article.errors.count, "error") %> prohibited
        this article from being saved:
      </h2>
      <ul>
        <% @article.errors.full_messages.each do |msg| %>
          <li><%= msg %></li>
        <% end %>
      </ul>
    </div>
  <% end %>

  <p>
    <%= form.label :title %><br>
    <%= form.text_field :title %>
  </p>

  <p>
    <%= form.label :text %><br>
    <%= form.text_area :text %>
  </p>

  <p>
    <%= form.submit %>
  </p>

<% end %>

<%= link_to 'Back', articles_path %>

This time we point the form to the update action, which is not defined yet but will be very soon.

Passing the article object to the form_with method will automatically set the URL for submitting the edited article form. This option tells Rails that we want this form to be submitted via the PATCH HTTP method, which is the HTTP method you're expected to use to update resources according to the REST protocol.

Also, passing a model object to form_with, like model: @article in the edit view above, will cause form helpers to fill in form fields with the corresponding values of the object. Passing in a symbol scope such as scope: :article, as was done in the new view, only creates empty form fields. More details can be found in form_with documentation.

Next, we need to create the update action in app/controllers/articles_controller.rb. Add it between the create action and the private method:

def create
  @article = Article.new(article_params)

  if @article.save
    redirect_to @article
  else
    render 'new'
  end
end

def update
  @article = Article.find(params[:id])

  if @article.update(article_params)
    redirect_to @article
  else
    render 'edit'
  end
end

private
  def article_params
    params.require(:article).permit(:title, :text)
  end

The new method, update, is used when you want to update a record that already exists, and it accepts a hash containing the attributes that you want to update. As before, if there was an error updating the article we want to show the form back to the user.

We reuse the article_params method that we defined earlier for the create action.

Finally, we want to show a link to the edit action in the list of all the articles, so let's add that now to app/views/articles/index.html.erb to make it appear next to the "Show" link:

<table>
  <tr>
    <th>Title</th>
    <th>Text</th>
    <th colspan="2"></th>
  </tr>

  <% @articles.each do |article| %>
    <tr>
      <td><%= article.title %></td>
      <td><%= article.text %></td>
      <td><%= link_to 'Show', article_path(article) %></td>
      <td><%= link_to 'Edit', edit_article_path(article) %></td>
    </tr>
  <% end %>
</table>

And we'll also add one to the app/views/articles/show.html.erb template as well, so that there's also an "Edit" link on an article's page. Add this at the bottom of the template:

...

<%= link_to 'Edit', edit_article_path(@article) %> |
<%= link_to 'Back', articles_path %>

And here's how our app looks so far:

5.12 Using partials to clean up duplication in views

Our edit page looks very similar to the new page; in fact, they both share the same code for displaying the form. Let's remove this duplication by using a view partial. By convention, partial files are prefixed with an underscore.

Create a new file app/views/articles/_form.html.erb with the following content:

<%= form_with model: @article, local: true do |form| %>

  <% if @article.errors.any? %>
    <div id="error_explanation">
      <h2>
        <%= pluralize(@article.errors.count, "error") %> prohibited
        this article from being saved:
      </h2>
      <ul>
        <% @article.errors.full_messages.each do |msg| %>
          <li><%= msg %></li>
        <% end %>
      </ul>
    </div>
  <% end %>

  <p>
    <%= form.label :title %><br>
    <%= form.text_field :title %>
  </p>

  <p>
    <%= form.label :text %><br>
    <%= form.text_area :text %>
  </p>

  <p>
    <%= form.submit %>
  </p>

<% end %>

Everything except for the form_with declaration remained the same. The reason we can use this shorter, simpler form_with declaration to stand in for either of the other forms is that @article is a resource corresponding to a full set of RESTful routes, and Rails is able to infer which URI and method to use. For more information about this use of form_with, see Resource-oriented style.

Now, let's update the app/views/articles/new.html.erb view to use this new partial, rewriting it completely:

<h1>New article</h1>

<%= render 'form' %>

<%= link_to 'Back', articles_path %>

Then do the same for the app/views/articles/edit.html.erb view:

<h1>Edit article</h1>

<%= render 'form' %>

<%= link_to 'Back', articles_path %>

5.13 Deleting Articles

We're now ready to cover the "D" part of CRUD, deleting articles from the database. Following the REST convention, the route for deleting articles as per output of rails routes is:

DELETE /articles/:id(.:format)      articles#destroy

The delete routing method should be used for routes that destroy resources. If this was left as a typical get route, it could be possible for people to craft malicious URLs like this:

<a href='http://example.com/articles/1/destroy'>look at this cat!</a>

We use the delete method for destroying resources, and this route is mapped to the destroy action inside app/controllers/articles_controller.rb, which doesn't exist yet. The destroy method is generally the last CRUD action in the controller, and like the other public CRUD actions, it must be placed before any private or protected methods. Let's add it:

def destroy
  @article = Article.find(params[:id])
  @article.destroy

  redirect_to articles_path
end

The complete ArticlesController in the app/controllers/articles_controller.rb file should now look like this:

class ArticlesController < ApplicationController
  def index
    @articles = Article.all
  end

  def show
    @article = Article.find(params[:id])
  end

  def new
    @article = Article.new
  end

  def edit
    @article = Article.find(params[:id])
  end

  def create
    @article = Article.new(article_params)

    if @article.save
      redirect_to @article
    else
      render 'new'
    end
  end

  def update
    @article = Article.find(params[:id])

    if @article.update(article_params)
      redirect_to @article
    else
      render 'edit'
    end
  end

  def destroy
    @article = Article.find(params[:id])
    @article.destroy

    redirect_to articles_path
  end

  private
    def article_params
      params.require(:article).permit(:title, :text)
    end
end

You can call destroy on Active Record objects when you want to delete them from the database. Note that we don't need to add a view for this action since we're redirecting to the index action.

Finally, add a 'Destroy' link to your index action template (app/views/articles/index.html.erb) to wrap everything together.

<h1>Listing Articles</h1>
<%= link_to 'New article', new_article_path %>
<table>
  <tr>
    <th>Title</th>
    <th>Text</th>
    <th colspan="3"></th>
  </tr>

  <% @articles.each do |article| %>
    <tr>
      <td><%= article.title %></td>
      <td><%= article.text %></td>
      <td><%= link_to 'Show', article_path(article) %></td>
      <td><%= link_to 'Edit', edit_article_path(article) %></td>
      <td><%= link_to 'Destroy', article_path(article),
              method: :delete,
              data: { confirm: 'Are you sure?' } %></td>
    </tr>
  <% end %>
</table>

Here we're using link_to in a different way. We pass the named route as the second argument, and then the options as another argument. The method: :delete and data: { confirm: 'Are you sure?' } options are used as HTML5 attributes so that when the link is clicked, Rails will first show a confirm dialog to the user, and then submit the link with method delete. This is done via the JavaScript file rails-ujs which is automatically included in your application's layout (app/views/layouts/application.html.erb) when you generated the application. Without this file, the confirmation dialog box won't appear.

Congratulations, you can now create, show, list, update, and destroy articles.

6 Adding a Second Model

It's time to add a second model to the application. The second model will handle comments on articles.

6.1 Generating a Model

We're going to see the same generator that we used before when creating the Article model. This time we'll create a Comment model to hold a reference to an article. Run this command in your terminal:

$ rails generate model Comment commenter:string body:text article:references

This command will generate four files:

File	Purpose
db/migrate/20140120201010_create_comments.rb	Migration to create the comments table in your database (your name will include a different timestamp)
app/models/comment.rb	The Comment model
test/models/comment_test.rb	Testing harness for the comment model
test/fixtures/comments.yml	Sample comments for use in testing

First, take a look at app/models/comment.rb:

class Comment < ApplicationRecord
  belongs_to :article
end

This is very similar to the Article model that you saw earlier. The difference is the line belongs_to :article, which sets up an Active Record association. You'll learn a little about associations in the next section of this guide.

The (:references) keyword used in the bash command is a special data type for models. It creates a new column on your database table with the provided model name appended with an _id that can hold integer values. To get a better understanding, analyze the db/schema.rb file after running the migration.

In addition to the model, Rails has also made a migration to create the corresponding database table:

class CreateComments < ActiveRecord::Migration[6.0]
  def change
    create_table :comments do |t|
      t.string :commenter
      t.text :body
      t.references :article, null: false, foreign_key: true

      t.timestamps
    end
  end
end

The t.references line creates an integer column called article_id, an index for it, and a foreign key constraint that points to the id column of the articles table. Go ahead and run the migration:

$ rails db:migrate

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:

==  CreateComments: migrating =================================================
-- create_table(:comments)
   -> 0.0115s
==  CreateComments: migrated (0.0119s) ========================================

6.2 Associating Models

Active Record associations let you easily declare the relationship between two models. In the case of comments and articles, you could write out the relationships this way:

• Each comment belongs to one article.
• One article 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 (app/models/comment.rb) that makes each comment belong to an Article:

class Comment < ApplicationRecord
  belongs_to :article
end

You'll need to edit app/models/article.rb to add the other side of the association:

class Article < ApplicationRecord
  has_many :comments
  validates :title, presence: true,
                    length: { minimum: 5 }
end

These two declarations enable a good bit of automatic behavior. For example, if you have an instance variable @article containing an article, you can retrieve all the comments belonging to that article as an array using @article.comments.

6.3 Adding a Route for Comments

As with the welcome 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, and edit it as follows:

resources :articles do
  resources :comments
end

This creates comments as a nested resource within articles. This is another part of capturing the hierarchical relationship that exists between articles and comments.

6.4 Generating a Controller

With the model in hand, you can turn your attention to creating a matching controller. Again, we'll use the same generator we used before:

$ rails generate controller Comments

This creates four files and one empty directory:

File/Directory	Purpose
app/controllers/comments_controller.rb	The Comments controller
app/views/comments/	Views of the controller are stored here
test/controllers/comments_controller_test.rb	The test for the controller
app/helpers/comments_helper.rb	A view helper file
app/assets/stylesheets/comments.scss	Cascading style sheet for the controller

Like with any blog, our readers will create their comments directly after reading the article, and once they have added their comment, will be sent back to the article show page to see their comment now listed. Due to this, our CommentsController is there to provide a method to create comments and delete spam comments when they arrive.

So first, we'll wire up the Article show template (app/views/articles/show.html.erb) to let us make a new comment:

<p>
  <strong>Title:</strong>
  <%= @article.title %>
</p>

<p>
  <strong>Text:</strong>
  <%= @article.text %>
</p>

<h2>Add a comment:</h2>
<%= form_with(model: [ @article, @article.comments.build ], local: true) do |form| %>
  <p>
    <%= form.label :commenter %><br>
    <%= form.text_field :commenter %>
  </p>
  <p>
    <%= form.label :body %><br>
    <%= form.text_area :body %>
  </p>
  <p>
    <%= form.submit %>
  </p>
<% end %>

<%= link_to 'Edit', edit_article_path(@article) %> |
<%= link_to 'Back', articles_path %>

This adds a form on the Article show page that creates a new comment by calling the CommentsController create action. The form_with call here uses an array, which will build a nested route, such as /articles/1/comments.

Let's wire up the create in app/controllers/comments_controller.rb:

class CommentsController < ApplicationController
  def create
    @article = Article.find(params[:article_id])
    @comment = @article.comments.create(comment_params)
    redirect_to article_path(@article)
  end

  private
    def comment_params
      params.require(:comment).permit(:commenter, :body)
    end
end

You'll see a bit more complexity here than you did in the controller for articles. That's a side-effect of the nesting that you've set up. Each request for a comment has to keep track of the article to which the comment is attached, thus the initial call to the find method of the Article model to get the article in question.

In addition, the code takes advantage of some of the methods available for an association. We use the create method on @article.comments to create and save the comment. This will automatically link the comment so that it belongs to that particular article.

Once we have made the new comment, we send the user back to the original article using the article_path(@article) helper. As we have already seen, this calls the show action of the ArticlesController which in turn renders the show.html.erb template. This is where we want the comment to show, so let's add that to the app/views/articles/show.html.erb.

<p>
  <strong>Title:</strong>
  <%= @article.title %>
</p>

<p>
  <strong>Text:</strong>
  <%= @article.text %>
</p>

<h2>Comments</h2>
<% @article.comments.each do |comment| %>
  <p>
    <strong>Commenter:</strong>
    <%= comment.commenter %>
  </p>

  <p>
    <strong>Comment:</strong>
    <%= comment.body %>
  </p>
<% end %>

<h2>Add a comment:</h2>
<%= form_with(model: [ @article, @article.comments.build ], local: true) do |form| %>
  <p>
    <%= form.label :commenter %><br>
    <%= form.text_field :commenter %>
  </p>
  <p>
    <%= form.label :body %><br>
    <%= form.text_area :body %>
  </p>
  <p>
    <%= form.submit %>
  </p>
<% end %>

<%= link_to 'Edit', edit_article_path(@article) %> |
<%= link_to 'Back', articles_path %>

Now you can add articles and comments to your blog and have them show up in the right places.

7 Refactoring

Now that we have articles and comments working, take a look at the app/views/articles/show.html.erb template. It is getting long and awkward. We can use partials to clean it up.

7.1 Rendering Partial Collections

First, we will make a comment partial to extract showing all the comments for the article. Create the file app/views/comments/_comment.html.erb and put the following into it:

<p>
  <strong>Commenter:</strong>
  <%= comment.commenter %>
</p>

<p>
  <strong>Comment:</strong>
  <%= comment.body %>
</p>

Then you can change app/views/articles/show.html.erb to look like the following:

<p>
  <strong>Title:</strong>
  <%= @article.title %>
</p>

<p>
  <strong>Text:</strong>
  <%= @article.text %>
</p>

<h2>Comments</h2>
<%= render @article.comments %>

<h2>Add a comment:</h2>
<%= form_with(model: [ @article, @article.comments.build ], local: true) do |form| %>
  <p>
    <%= form.label :commenter %><br>
    <%= form.text_field :commenter %>
  </p>
  <p>
    <%= form.label :body %><br>
    <%= form.text_area :body %>
  </p>
  <p>
    <%= form.submit %>
  </p>
<% end %>

<%= link_to 'Edit', edit_article_path(@article) %> |
<%= link_to 'Back', articles_path %>

This will now render the partial in app/views/comments/_comment.html.erb once for each comment that is in the @article.comments collection. As the render method iterates over the @article.comments collection, it assigns each comment to a local variable named the same as the partial, in this case comment, which is then available in the partial for us to show.

7.2 Rendering a Partial Form

Let us also move that new comment section out to its own partial. Again, you create a file app/views/comments/_form.html.erb containing:

<%= form_with(model: [ @article, @article.comments.build ], local: true) do |form| %>
  <p>
    <%= form.label :commenter %><br>
    <%= form.text_field :commenter %>
  </p>
  <p>
    <%= form.label :body %><br>
    <%= form.text_area :body %>
  </p>
  <p>
    <%= form.submit %>
  </p>
<% end %>

Then you make the app/views/articles/show.html.erb look like the following:

<p>
  <strong>Title:</strong>
  <%= @article.title %>
</p>

<p>
  <strong>Text:</strong>
  <%= @article.text %>
</p>

<h2>Comments</h2>
<%= render @article.comments %>

<h2>Add a comment:</h2>
<%= render 'comments/form' %>

<%= link_to 'Edit', edit_article_path(@article) %> |
<%= link_to 'Back', articles_path %>

The second render just defines the partial template we want to render, comments/form. Rails is smart enough to spot the forward slash in that string and realize that you want to render the _form.html.erb file in the app/views/comments directory.

The @article object is available to any partials rendered in the view because we defined it as an instance variable.

8 Deleting Comments

Another important feature of a blog is being able to delete spam comments. To do this, we need to implement a link of some sort in the view and a destroy action in the CommentsController.

So first, let's add the delete link in the app/views/comments/_comment.html.erb partial:

<p>
  <strong>Commenter:</strong>
  <%= comment.commenter %>
</p>

<p>
  <strong>Comment:</strong>
  <%= comment.body %>
</p>

<p>
  <%= link_to 'Destroy Comment', [comment.article, comment],
               method: :delete,
               data: { confirm: 'Are you sure?' } %>
</p>

Clicking this new "Destroy Comment" link will fire off a DELETE /articles/:article_id/comments/:id to our CommentsController, which can then use this to find the comment we want to delete, so let's add a destroy action to our controller (app/controllers/comments_controller.rb):

class CommentsController < ApplicationController
  def create
    @article = Article.find(params[:article_id])
    @comment = @article.comments.create(comment_params)
    redirect_to article_path(@article)
  end

  def destroy
    @article = Article.find(params[:article_id])
    @comment = @article.comments.find(params[:id])
    @comment.destroy
    redirect_to article_path(@article)
  end

  private
    def comment_params
      params.require(:comment).permit(:commenter, :body)
    end
end

The destroy action will find the article we are looking at, locate the comment within the @article.comments collection, and then remove it from the database and send us back to the show action for the article.

8.1 Deleting Associated Objects

If you delete an article, its associated comments will also need to be deleted, otherwise they would simply occupy space in the database. Rails allows you to use the dependent option of an association to achieve this. Modify the Article model, app/models/article.rb, as follows:

class Article < ApplicationRecord
  has_many :comments, dependent: :destroy
  validates :title, presence: true,
                    length: { minimum: 5 }
end

9 Security

9.1 Basic Authentication

If you were to publish your blog online, anyone would be able to add, edit and delete articles or delete comments.

Rails provides a very simple HTTP authentication system that will work nicely in this situation.

In the ArticlesController we need to have a way to block access to the various actions if the person is not authenticated. Here we can use the Rails http_basic_authenticate_with method, which allows access to the requested action if that method allows it.

To use the authentication system, we specify it at the top of our ArticlesController in app/controllers/articles_controller.rb. In our case, we want the user to be authenticated on every action except index and show, so we write that:

class ArticlesController < ApplicationController

  http_basic_authenticate_with name: "dhh", password: "secret", except: [:index, :show]

  def index
    @articles = Article.all
  end

  # snippet for brevity

We also want to allow only authenticated users to delete comments, so in the CommentsController (app/controllers/comments_controller.rb) we write:

class CommentsController < ApplicationController

  http_basic_authenticate_with name: "dhh", password: "secret", only: :destroy

  def create
    @article = Article.find(params[:article_id])
    # ...
  end

  # snippet for brevity

Now if you try to create a new article, you will be greeted with a basic HTTP Authentication challenge:

Other authentication methods are available for Rails applications. Two popular authentication add-ons for Rails are the Devise rails engine and the Authlogic gem, along with a number of others.

9.2 Other Security Considerations

Security, especially in web applications, is a broad and detailed area. Security in your Rails application is covered in more depth in the Ruby on Rails Security Guide.

10 What's Next?

Now that you've seen your first Rails application, you should feel free to update it and experiment on your own.

Remember, 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
• The Ruby on Rails Tutorial
• The Ruby on Rails mailing list
• The #rubyonrails channel on irc.freenode.net

11 Configuration Gotchas

The easiest way to work with Rails is to store all external data as UTF-8. If you don't, Ruby libraries and Rails will often be able to convert your native data into UTF-8, but this doesn't always work reliably, so you're better off ensuring that all external data is UTF-8.

If you have made a mistake in this area, the most common symptom is a black diamond with a question mark inside appearing in the browser. Another common symptom is characters like "ü" appearing instead of "ü". Rails takes a number of internal steps to mitigate common causes of these problems that can be automatically detected and corrected. However, if you have external data that is not stored as UTF-8, it can occasionally result in these kinds of issues that cannot be automatically detected by Rails and corrected.

Two very common sources of data that are not UTF-8:

• Your text editor: Most text editors (such as TextMate), default to saving files as UTF-8. If your text editor does not, this can result in special characters that you enter in your templates (such as é) to appear as a diamond with a question mark inside in the browser. This also applies to your i18n translation files. Most editors that do not already default to UTF-8 (such as some versions of Dreamweaver) offer a way to change the default to UTF-8. Do so.
• Your database: Rails defaults to converting data from your database into UTF-8 at the boundary. However, if your database is not using UTF-8 internally, it may not be able to store all characters that your users enter. For instance, if your database is using Latin-1 internally, and your user enters a Russian, Hebrew, or Japanese character, the data will be lost forever once it enters the database. If possible, use UTF-8 as the internal storage of your database.

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