Rails 5 Way, The

Rails 5 Way, The

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Description

Obie Fernandez resides in Mexico City and runs a boutique tech consultancy. He makes his living as an author and by helping clients to build kickass web software. Early in his career, he worked on some of the world’s first Java enterprise projects and founded Atlanta’s Extreme Programming User Group (later Agile Atlanta). At ThoughtWorks and his own agency Hashrocket, he led high-risk projects for massive companies like Daimler, John Deere, and Sony Ericsson, delivering some of the world’s first successful enterprise Ruby on Rails systems. More recently, he has founded or consulted many successful technology startups, including Andela, which is well on its way to training 100,000 brilliant young Africans to become the world’s next generation of technology leaders. His previous books include The Lean Enterprise and Serverless.

Praise for The Rails Way

 

“For intermediates and above, I strongly recommend adding this title to your technical bookshelf. There is simply no other Rails title on the market at this time that offers the technical depth of the framework than The Rails™ 3 Way.”

—Mike Riley, Dr. Dobb’s Journal

 

“I highly suggest you get this book. Software moves fast, especially the Rails API, but I feel this book has many core API and development concepts that will be useful for a while to come.”

—Matt Polito, software engineer and member of Chicago Ruby User Group

 

“This book should live on your desktop if you’re a Rails developer. It’s nearly perfect in my opinion.”

—Luca Pette, developer

 

The Rails™ 3 Way is likely to take you from being a haphazard poke-a-stick-at-it programmer to a deliberate, skillful, productive, and confident RoR developer.”

—Katrina Owen, JavaRanch

 

“I can positively say that it’s the single best Rails book ever published to date. By a long shot.”

—Antonio Cangiano, software engineer and technical evangelist at IBM

 

“This book is a great crash course in Ruby on Rails! It doesn’t just document the features of Rails, it filters everything through the lens of an experienced Rails developer—so you come out a pro on the other side.”

—Dirk Elmendorf, cofounder of Rackspace Inc. and Rails developer

 

“The key to The Rails Way is in the title. It literally covers the ‘way’ to do almost everything with Rails. Writing a truly exhaustive reference to the most popular web application framework used by thousands of developers is no mean feat. A thankful community of developers that has struggled to rely on scant documentation will embrace The Rails Way with open arms. A tour de force!”

—Peter Cooper, editor, Ruby Inside: The Ruby Blog

 

“In the past year, dozens of Rails books have been rushed to publication. A handful are good. Most regurgitate rudimentary information easily found on the Web. Only this book provides both the broad and deep technicalities of Rails. Nascent and expert developers, I recommend you follow The Rails Way.”

—Martin Streicher, chief technology officer, McClatchy Interactive, former editor in chief of Linux Magazine

 

“Hal Fulton’s The Ruby Way has always been by my side as a reference while programming Ruby. Many times I had wished there was a book that had the same depth and attention to detail, only focused on the Rails framework. That book is now here and hasn’t left my desk for the past month.”

—Nate Klaiber, Ruby programmer

 

“I knew soon after becoming involved with Rails that I had found something great. Now, with Obie’s book, I have been able to step into Ruby on Rails development coming from .NET and be productive right away. The applications I have created I believe to be a much better quality due to the techniques I learned using Obie’s knowledge.”

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The “Bible” for Rails Development: Fully Updated for Rails 5

“When I read The Rails Way for the first time, I felt like I truly understood Rails for the first time.”

—Steve Klabnik, Rails contributor and mentor

The RailsTM 5 Way is the comprehensive, authoritative reference guide for professionals delivering production-quality code using modern Ruby on Rails. Obie Fernandez illuminates the entire Rails 5 API, its most powerful idioms, design approaches, and libraries. He presents new and updated content on Action Cable, RSpec 3.4, Turbolinks 5.0, the Attributes API, and many other enhancements, both major and subtle.

Through detailed code examples, you’ll dive deep into Ruby on Rails, discover why it’s designed as it is, and learn to make it do exactly what you want. Proven in thousands of production systems, the knowledge in this book will maximize your productivity and help you build more successful solutions.

  • Build powerful, scalable, REST-compliant back-end services
  • Program complex program flows using Action Controller
  • Represent models, relationships, and operations in Active Record, and apply advanced Active Record techniques
  • Smoothly evolve database schema via Migrations
  • Craft front-ends with ActionView and the Asset Pipeline
  • Optimize performance and scalability with caching and Turbolinks 5.0
  • Improve your productivity using Haml HTML templating
  • Secure your systems against attacks like SQL Injection, XSS, and XSRF
  • Integrate email using Action Mailer
  • Enable real-time, websockets-based browser behavior with Action Cable
  • Improve responsiveness with background processing
  • Build “API-only” back-end projects that speak JSON
  • Leverage enhancements to Active Job, serialization, and Ajax support

New edition of the best selling comprehensive reference to the power and depth of the Ruby on Rails framework, fully updated for Rails 5.
New Features:
• Real-Time messaging with WebSockets using ActionCable
• New “API-only” projects
• Native support for new JSONb Postgres Data type and other ActiveRecord enhancements
• First-class background processing support using ActiveJob
• Active Model Serializers and JSONAPI::Resources tempting
• Turbolinks 5.0 (and significant updates to the Ajax chapter)
• Explicit types and custom deserialization/casting using the new Attributes API
• Comprehensive overview of Puma, the new default Rails web server

 

  • Update of the best-selling Rails book, The Rails Way, a desktop fixture for Rails developers everywhere
  • Written by widely-known expert and programming entrepreneur, Obie Fernandez
  • Learn to implement the newly-released Rails 5

Foreword by Giles Bowkett xlix

Foreword to the Previous Edition by Steve Klabnik liii

Foreword to the Previous Edition by David Heinemeier Hansson lv

Foreword to the Previous Edition by Yehuda Katz lvii

Introduction lix

Acknowledgments lxv

About the Author lxvii

Chapter 1: Rails Configuration and Environments 1

1.1 Bundler 2

1.2 Startup Scripts 10

1.3 Default Initializers 12

1.4 Other Common Initializers 19

1.5 Spring Application Preloader 21

1.6 Development Mode 22

1.7 Test Mode 27

1.8 Production Mode 29

1.9 Configuring a Database 32

1.10 Configuring Application Secrets 33

1.11 Logging 34

1.12 Conclusion 41

Chapter 2: Routing 43

2.1 The Two Purposes of Routing 44

2.2 The routes.rb File 45

2.3 Route Globbing 57

2.4 Named Routes 58

2.5 Scoping Routing Rules 63

2.6 Listing Routes 66

2.7 Conclusion 66

Chapter 3: REST, Resources, and Rails 69

3.1 REST in a Rather Small Nutshell 70

3.2 Resources and Representations 71

3.3 REST in Rails 71

3.4 Routing and CRUD 72

3.5 The Standard RESTful Controller Actions 76

3.6 Singular Resource Routes 80

3.7 Nested Resources 80

3.8 Routing Concerns 85

3.9 RESTful Route Customizations 86

3.10 Controller-Only Resources 91

3.11 Different Representations of Resources 93

3.12 The RESTful Rails Action Set 95

3.13 Conclusion 100

Chapter 4: Working with Controllers 101

4.1 Rack 102

4.2 Action Dispatch: Where It All Begins 105

4.3 Render unto View . . . 108

4.4 Additional Layout Options 120

4.5 Redirecting 121

4.6 Controller/View Communication 124

4.7 Action Callbacks 125

4.8 Streaming 131

4.9 Variants 138

4.10 Conclusion 139

Chapter 5: Working with Active Record 141

5.1 The Basics 142

5.2 Macro-Style Methods 143

5.3 Defining Attributes 146

5.4 CRUD: Creating, Reading, Updating, Deleting 149

5.5 Database Locking 162

5.6 Querying 166

5.7 Ignoring Columns 185

5.8 Connections to Multiple Databases in Different Models 186

5.9 Using the Database Connection Directly 187

5.10 Custom SQL Queries 191

5.11 Other Configuration Options 193

5.12 Conclusion 194

Chapter 6: Active Record Migrations 195

6.1 Creating Migrations 195

6.2 Defining Columns 207

6.3 Transactions 214

6.4 Data Migration 214

6.5 Database Schema 218

6.6 Database Seeding 219

6.7 Database-Related Tasks 220

6.8 Conclusion 224

Chapter 7: Active Record Associations 225

7.1 The Association Hierarchy 225

7.2 One-to-Many Relationships 226

7.3 Belongs to Associations 227

7.4 Has Many Associations 238

7.5 Many-to-Many Relationships 253

7.6 One-to-One Relationships 266

7.7 Working with Unsaved Objects and Associations 270

7.8 Association Extensions 272

7.9 The CollectionProxy Class 274

7.10 Conclusion 275

Chapter 8: Validations 277

8.1 Finding Errors 277

8.2 The Simple Declarative Validations 278

8.3 Common Validation Options 289

8.4 Conditional Validation 291

8.5 Short-Form Validation 293

8.6 Custom Validation Techniques 294

8.7 Skipping Validations 297

8.8 Working with the Errors Hash 298

8.9 Testing Validations with Shoulda 298

8.10 Conclusion 299

Chapter 9: Advanced Active Record 301

9.1 Scopes 302

9.2 Callbacks 306

9.3 Attributes API 317

9.4 Serialized Attributes 325

9.5 Enums 329

9.6 Generating Secure Tokens 331

9.7 Calculation Methods 333

9.8 Batch Operations 334

9.9 Single-Table Inheritance (STI) 344

9.10 Abstract Base Model Classes 351

9.11 Polymorphic has_many Relationships 352

9.12 Foreign-Key Constraints 355

9.13 Modules for Reusing Common Behavior 359

9.14 Value Objects 363

9.15 Non-persisted Models 366

9.16 Modifying Active Record Classes at Runtime 368

9.17 PostgreSQL 371

9.18 Conclusion 376

Chapter 10: Action View 377

10.1 Layouts and Templates 378

10.2 Partials 387

10.3 Conclusion 393

Chapter 11: All about Helpers 395

11.1 ActiveModelHelper 395

11.2 AssetTagHelper 396

11.3 AssetUrlHelper 400

11.4 AtomFeedHelper 406

11.5 CacheHelper 408

11.6 CaptureHelper 408

11.7 ControllerHelper 410

11.8 CsrfHelper 410

11.9 DateHelper 411

11.10 DebugHelper 418

11.11 FormHelper 418

11.12 FormOptionsHelper 438

11.13 FormTagHelper 446

11.14 JavaScriptHelper 452

11.15 NumberHelper 453

11.16 OutputSafetyHelper 457

11.17 RecordTagHelper 458

11.18 RenderingHelper 459

11.19 SanitizeHelper 459

11.20 TagHelper 461

11.21 TextHelper 463

11.22 TranslationHelper and the I18n API 467

11.23 UrlHelper 487

11.24 Writing Your Own View Helpers 492

11.25 Wrapping and Generalizing Partials 495

11.26 Conclusion 501

Chapter 12: Haml 503

12.1 Getting Started 504

12.2 The Basics 504

12.3 Doctype 509

12.4 Comments 509

12.5 Evaluating Ruby Code 510

12.6 Helpers 513

12.7 Filters 514

12.8 Haml and Content 515

12.9 Configuration Options 516

12.10 Conclusion 518

Chapter 13: Session Management 519

13.1 What to Store in the Session 520

13.2 Storage Mechanisms 521

13.3 Cookies 524

13.4 Conclusion 526

Chapter 14: Authentication and Authorization 527

14.1 Warden 527

14.2 Devise 531

14.3 has_secure_password 544

14.4 Pundit 549

14.5 Conclusion 555

Chapter 15: Security 557

15.1 Password Management 558

15.2 Log Masking 560

15.3 SSL (Secure Sockets Layer) 560

15.4 Model Mass-Assignment Attributes Protection 561

15.5 SQL Injection 564

15.6 Cross-Site Scripting (XSS) 566

15.7 XSRF (Cross-Site Request Forgery) 569

15.8 Session Fixation Attacks 572

15.9 Keeping Secrets 572

15.10 Conclusion 574

Chapter 16: Action Mailer 575

16.1 Mailer Models 575

16.2 Previews 585

16.3 Receiving Emails 587

16.4 Testing Email Content 589

16.5 Sending via API 590

16.6 Configuration 591

16.7 Conclusion 592

Chapter 17: Caching and Performance 593

17.1 View Caching 593

17.2 Data Caching 610

17.3 Control of Web Caching 612

17.4 ETags 614

17.5 Conclusion 615

Chapter 18: Background Processing 617

18.1 Active Job 617

18.2 Queueing Backends 622

18.3 Rails Runner 634

18.4 Conclusion 636

Chapter 19: Asset Pipeline 637

19.1 Introduction to Asset Management 638

19.2 Organization. Where Does Everything Go? 639

19.3 Manifest Files 640

19.4 Custom Format Handlers 645

19.5 Post-Processing 646

19.6 Helpers 647

19.7 Fingerprinting 649

19.8 Serving the Files 650

19.9 Rake Tasks 653

19.10 Yarn 654

19.11 Webpack 656

19.12 Conclusion 660

Chapter 20: Ajax on Rails 661

20.1 Unobtrusive JavaScript 662

20.2 Ajax and JSON 666

20.3 Ajax and HTML 668

20.4 JSONP Requests 669

20.5 Conclusion 671

Chapter 21: Turbolinks 673

21.1 Turbolinks Usage 674

21.2 Building Your Turbolinks Application 676

21.3 Understanding Turbolinks Caching 677

21.4 Making Transformations Idempotent 679

21.5 Responding to Page Updates 679

21.6 Persisting Elements across Page Loads 680

21.7 Advanced Turbolinks 681

21.8 Turbolinks API Reference 683

21.9 Turbolinks Events 684

21.10 Conclusion 685

Chapter 22: Action Cable 687

22.1 Web Sockets 687

22.2 Publish-Subscribe Pattern 688

22.3 Connections 688

22.4 Channels 689

22.5 Subscriptions 690

22.6 Streams 691

22.7 Subscriptions Revisited (Browser-Side) 691

22.8 Rebroadcasting 691

22.9 Channel Actions 692

22.10 Configuration 694

22.11 Running Stand-Alone Cable Servers 696

22.12 Generator 696

22.13 Conclusion 697

Chapter 23: RSpec 699

23.1 Introduction 699

23.2 Behavior-Driven Development 700

23.3 Basic Syntax and API 702

23.4 Custom Expectation Matchers 716

23.5 Helper Methods 719

23.6 Shared Behaviors 720

23.7 Shared Context 721

23.8 Mocks and Stubs 721

23.9 Running Specs 724

23.9.2 Filtering 726

23.10 Factory Girl 726

23.11 RSpec and Rails 738

23.12 Feature Specs with Capybara 752

23.13 Working with Files in Your Specs 754

23.14 RSpec Tools 755

23.15 Conclusion 758

Appendix A: Active Model API Reference 761

A.1 AttributeAssignment 761

A.2 AttributeMethods 762

A.3 Callbacks 764

A.4 Conversion 766

A.5 Dirty 766

A.6 Errors 769

A.7 ForbiddenAttributesError 774

A.8 Lint::Tests 775

A.9 MissingAttributeError 776

A.10 Model 776

A.11 Name 778

A.12 Naming 780

A.13 SecurePassword 781

A.14 Serialization 781

A.15 Serializers::JSON 782

A.16 Translation 784

A.17 Type 785

A.18 ValidationError 786

A.19 Validations 786

A.20 Validator 792

Appendix B: Active Support API Reference 795

B.1 Array 796

B.2 Autoload 803

B.3 BacktraceCleaner 805

B.4 Benchmark 806

B.5 Benchmarkable 806

B.6 BigDecimal 807

B.7 Cache::FileStore 807

B.8 Cache::MemCacheStore 808

B.9 Cache::MemoryStore 808

B.10 Cache::NullStore 809

B.11 Cache::Store 809

B.12 CachingKeyGenerator 814

B.13 Callbacks 815

B.14 Class 817

B.15 Concern 820

B.16 Configurable 821

B.17 Date 821

B.18 DateAndTime 831

B.19 DateTime 834

B.20 Dependencies 838

B.21 DescendantsTracker 843

B.22 Digest::UUID 843

B.23 Duration 844

B.24 Enumerable 846

B.25 ERB::Util 847

B.26 EventedFileUpdateChecker 848

B.27 FalseClass 849

B.28 File 849

B.29 FileUpdateChecker 849

B.30 Gzip 851

B.31 Hash 851

B.32 HashWithIndifferentAccess 857

B.33 Inflector 858

B.34 Inflector::Inflections 858

B.35 Integer 862

B.36 JSON 863

B.37 Kernel 863

B.38 KeyGenerator 864

B.39 LazyLoadHooks 865

B.40 Locale 866

B.41 LogSubscriber 869

B.42 Logger 870

B.43 MessageEncryptor 871

B.44 MessageVerifier 872

B.45 Module 872

B.46 Module::Concerning 879

B.47 Multibyte::Chars 880

B.48 Multibyte::Unicode 883

B.49 NameError 884

B.50 NilClass 885

B.51 Notifications 886

B.52 NumberHelper 889

B.53 Numeric 890

B.54 Object 898

B.55 OrderedOptions 904

B.56 ProxyObject 904

B.57 Railtie 905

B.58 Range 906

B.59 Regexp 907

B.60 Rescuable 907

B.61 SecureRandom 909

B.62 SecurityUtils 909

B.63 String 909

B.64 StringInquirer 918

B.65 Subscriber 919

B.66 TaggedLogging 919

B.67 TestCase 919

B.68 Testing::Assertions 921

B.69 Thread 924

B.70 Time 925

B.71 TimeWithZone 935

B.72 TimeZone 936

B.73 TrueClass 940

B.74 XmlMini 940

Appendix C: Rails API 943

C.1 Rails API Mode 944

C.2 JSON 945

Index 951

The Rails™ 5 Way is the only comprehensive, authoritative guide to delivering production-quality code with Rails 5.

  • Update of the best-selling Rails book, The Rails Way, a desktop fixture for Rails developers everywhere
  • Written by widely-known expert and programming entrepreneur, Obie Fernandez
  • Learn to implement the newly-released Rails 5

The Rails™ 5 Way is the only comprehensive, authoritative guide to delivering production-quality code with Rails 5. Kevin Faustino joins pioneering Rails developer Obie Fernandez to illuminate the entire Rails 5 API, including its most powerful and modern idioms, design approaches, and libraries. They present extensive new and updated content on Rails API, web sockets using Action Cable, RSpec 3.4, Turbolinks 5.0, and more.

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