Getting Started
Preparation
Prerequisites
- A working version of Rails 5. To determine if you’ve got a working version of Rails 5, type
rails -v
into your command prompt, or ask a mentor. - Sublime Text. If you prefer another text editor like Vim, emacs, TextMate or Github’s Atom that’s fine too but these instructions will specifically mention Sublime.
Next steps
Open a command prompt.
To do this on Windows: Open the Command Prompt window by clicking the Start button, clicking All Programs, clicking Accessories, and then clicking Command Prompt.
To do this on Mac: Open Finder in the Dock. Select applications. Then choose utilities. Double click on Terminal.
Setting up our Rails app
Enter the following command into your command prompt:
rails new quick_blog -T
This command tells Rails to generate a new application and begin to install dependencies for your application. This process may take a few minutes, so you should let it continue.
The -T
is short for --skip-test-unit
. We won’t be specifically covering testing just now, so we won’t need the test
directory that Rails normally provides for you when generating a new project.
Once it has finished type:
cd quick_blog
Entering this command will change you into the folder where your application is stored. If you look at the contents of this folder you’ll see:
This is the standard structure of a new Rails application. Once you learn this structure it makes working with Rails easier since everything is in a standard place.
Next we’ll run this fresh application to check that our Rails install is working properly. Type:
rails server
Open your web-browser and head to: http://localhost:3000 you should see something that looks like:
Now that you’ve created the Rails application you should open this folder using Sublime.
Open up Sublime (or your chosen text editor).
From there, select file -> open folder...
and navigate to the quick_blog folder that was just generated.
Note: If you open the entire folder - rather than just a file - you will find it much easier to navigate your project.
Creating basic functionality
Now we’re ready to get started building an actual blog.
In your command prompt press Ctrl-c
(hold down the Control
key, and press c
) to stop the Rails server, or use your second command prompt and navigate to your Rails application folder.
Then you can use a Rails generator to build some code for you:
rails generate scaffold Post title:string body:text
Let’s break this command down:
We’re asking rails
to generate
a scaffold
(basic building blocks; think construction scaffolding) for a “thing” that we want to call a Post
in our system. In Rails terminology this “thing” (Post) is called a “resource”.
We want to give our Post
two attributes:
- a
title
, which we want to be astring
, and - a
body
, which we want to betext
.
A string
is computer-speak for a short sequence of characters like "hello"
or "Are you having fun, yet?"
, and can usually be as long as your average tweet. Blog titles tend to be short, so we’ll use a string
for ours.
text
is like a string
, but longer, so we’ll use it to have enough room to write as many paragraphs as we want in the body
of our blog post.
After running your command, you’ll be presented with something that looks like:
An important file that was generated was the migration file:
db/migrate/20140528075017_create_posts.rb
Note that, as this filename starts with a unique id including the date and time, yours will have a different set of numbers.
You can view this file by going to Sublime, navigating through the folders on the left side column, and clicking on 20140528075017_create_posts.rb
.
class CreatePosts < ActiveRecord::Migration def change create_table :posts do |t| t.string :title t.text :body t.timestamps end end end
This file is Ruby code that Rails uses to manage how your data is stored in the database.
You can see that this code is to create a table called Posts
and to create two columns in this table, a title column and a body column.
Whilst we have generated this code to create our Posts table, the script has not yet been executed and therefore the table does not yet exist in our database.
We need to instruct Rails to apply this to our database. Returning to the command-line, type:
rails db:migrate
Once this command has run you can start up your Rails server again with rails server
and then navigate to
http://localhost:3000/posts in your web browser to see the changes you’ve made to your application.
From here you can play around with your application.
Go ahead and create a new blog post.
You’ll notice you can create new posts, edit or delete them.
We’re going to add some functionality to our new Rails app to enforce a rule that every post must have a title.
In Sublime, open app/models/post.rb
and add the following line to your code:
validates_presence_of :body, :title
(Don’t forget to save your file.)
Your post.rb
file should look like:
class Post < ApplicationRecord validates_presence_of :body, :title end
We can check that this works by returning to our browser, editing our blog post, deleting the title and clicking Update Post
.
You’ll get an error informing you that you’ve attempted to break the rule you just created:
Changing the default look
Right now our show post page isn’t looking very good.
In Sublime, open app/views/posts/show.html.erb
and make it look like the following:
<p id="notice"><%= notice %></p> <h2><%= link_to_unless_current @post.title, @post %></h2> <%= simple_format @post.body %> <%= link_to 'Edit', edit_post_path(@post) %> | <%= link_to 'Back', posts_path %>
(Don’t forget to save your file.)
At this point you can refresh the Show Post page in your browser to see the changes you’ve made.
We want to make our blog listing prettier too, and we’ll use a Rails partial to achieve this. A partial is simply a reusuable block of HTML code which can be embedded into a web page.
We want our listing and the individual blog pages to look the same so first we’ll create a new file using Sublime.
This file will be a partial file that will live in app/views/posts/
and we will name _post.html.erb
. (The underscore in front of the filename here tells Rails that this is a partial.)
We’ll take:
<h2><%= link_to_unless_current @post.title, @post %></h2> <%= simple_format @post.body %>
out of app/views/posts/show.html.erb
and put it in our _post.html.erb
file.
After that, change all three mentions of @post
to be post
instead.
This means your _post.html.erb
file will be:
<h2><%= link_to_unless_current post.title, post %></h2> <%= simple_format post.body %>
In our show.html.erb
file we want to add in the partial that we just created.
Insert the code: <%= render partial: @post %>
to make it look like:
<p id="notice"><%= notice %></p> <%= render partial: @post %> <%= link_to 'Edit', edit_post_path(@post) %> | <%= link_to 'Back', posts_path %>
Save all these files and refresh the show posts page.
This is to check that you haven’t broken anything with those changes.
At this point, our index page still hasn’t changed. So we’re going to remove the table in there and replace it with the partial so we’re re-using that code.
In Sublime, open the index.html.erb
file up and make it look like:
<h1>Listing posts</h1> <%= render partial: @posts %> <%= link_to 'New Post', new_post_path %>
(Don’t forget to save your file.)
Access control
One huge problem with our blog is that absolutely anyone can create, edit and delete blog posts. This is not good so let’s fix that!
We’ll use HTTP Basic authenticate to put a password on actions we don’t want just anyone accessing.
Open app/controllers/posts_controller.rb
and add before_action :authenticate, except: [ :index, :show ]
on line two, just below the class declaration.
At the bottom of your file, just before the final end
, put the following code:
def authenticate authenticate_or_request_with_http_basic do |name, password| name == "admin" && password == "secret" end end
(Don’t forget to save your file.)
Overall your posts_controller.rb
should have the following code at the top and the bottom of the file. Note that all the methods are excluded here for brevity.
class PostsController < ApplicationController before_action :authenticate, except: [ :index, :show ] before_action :set_post, only: [:show, :edit, :update, :destroy] ... # all your actions go in here ... private ... # there should be post_params and set_post methods in here. ... def authenticate authenticate_or_request_with_http_basic do |name, password| name == "admin" && password == "secret" end end end
With that code in place you can try to add a new post and you’ll be prompted to enter a username and password.
Adding comments
Creating a database model and routing
No blog is complete without comments. Let’s add them in.
In our command prompt, shut down your rails server by hitting Ctrl-C
and then type in:
rails generate resource Comment post:references body:text
Don’t forget to update your database here to reflect the schema change you’ve just made:
rails db:migrate
After this you’ll need to inform Rails that your Posts will potentially have many Comments.
In Sublime, open app/models/post.rb
and add the line: has_many :comments
somewhere inside the class.
This should look like:
class Post < ApplicationRecord has_many :comments validates_presence_of :body, :title end
(Don’t forget to save your file.)
The back-end for your comments is almost complete, we only need to configure the url that is used to create your comments.
Since comments belong to a post, we’ll make the URL reflect this.
Right now you can see all the configured URLs by typing rails routes
in your command prompt.
If you do this now you’ll get something like the following:
Prefix Verb URI Pattern Controller#Action comments GET /comments(.:format) comments#index POST /comments(.:format) comments#create new_comment GET /comments/new(.:format) comments#new edit_comment GET /comments/:id/edit(.:format) comments#edit comment GET /comments/:id(.:format) comments#show PATCH /comments/:id(.:format) comments#update PUT /comments/:id(.:format) comments#update DELETE /comments/:id(.:format) comments#destroy posts GET /posts(.:format) posts#index POST /posts(.:format) posts#create new_post GET /posts/new(.:format) posts#new edit_post GET /posts/:id/edit(.:format) posts#edit post GET /posts/:id(.:format) posts#show PATCH /posts/:id(.:format) posts#update PUT /posts/:id(.:format) posts#update DELETE /posts/:id(.:format) posts#destroy
In Rails, your URLs (or routes) are configured in the file config/routes.rb
.
Open this file in Sublime and remove the line resources :comments
.
Re-run rails routes
and you’ll notice that all the URLs for comments have disappeared.
Update your routes.rb
file to look like the following:
Rails.application.routes.draw do resources :posts do resources :comments, only: [:create] end # For details on the DSL available within this file, see http://guides.rubyonrails.org/routing.html end
(Don’t forget to save your file.)
Because comments will be visible from the show Post page along with the form for creating them, we don’t need to have URLs for displaying comment listings, or individual comments.
When you rerun rails routes
you’ll now see the following line:
post_comments POST /posts/:post_id/comments(.:format) comments#create
Before we’re completely finished with the backend for our commenting system, we need to write the action that will create our comments. (For more information on actions please read the Rails Guide on ActionController)
In Sublime, open app/controllers/comments_controller.rb
and make your code look like the following:
class CommentsController < ApplicationController def create @post = Post.find(params[:post_id]) @comment = @post.comments.create!(comment_params) redirect_to @post end private def comment_params params.require(:comment).permit(:body) end end
(Don’t forget to save your file.)
Putting comments into your HTML view
So far you have:
- created the database model for your comments,
- migrated your database,
- informed Rails of the relationship between comments and posts,
- configured a URL that lets you create your comments, and
- created the controller action that will create the comments.
Now you need to display any comments that have been submitted for a post, and allow users to submit comments.
In Sublime, open app/views/posts/show.html.erb
and make it look like:
<p id="notice"><%= notice %></p> <%= render partial: @post %> <%= link_to 'Edit', edit_post_path(@post) %> | <%= link_to 'Back', posts_path %> <h2>Comments</h2> <div id="comments"> <%= render partial: @post.comments %> </div>
You’ll now need to create a file called app/views/comments/_comment.html.erb
with the following contents:
<%= div_for comment do %> <p> <strong> Posted <%= time_ago_in_words(comment.created_at) %> ago </strong> <br/> <%= comment.body %> </p> <% end %>
(Don’t forget to save these files.)
Back in app/views/posts/show.html.erb
you need to add in the form for submitting a comment so add the following code to the bottom of that file.
<%= form_for [@post, Comment.new] do |f| %> <p> <%= f.label :body, "New comment" %><br/> <%= f.text_area :body %> </p> <p><%= f.submit "Add comment" %></p> <% end %>
To access the div_for
helper method used above, we need to add the record_tag_helper
gem to our Gemfile.
Open Gemfile
and add the following line anywhere in the file: gem 'record_tag_helper', '~> 1.0'
Whenever you make changes to your Gemfile, you need to run a bundle install
so go back to your terminal and stop the server.
Then, making sure you have saved your changes, run bundle install
.
Restart your server.
Comments are now working, so go ahead and browse to your post and add a new comment.
Publishing your Blog on the internet
Heroku is a fantastically simple service that can be used to host Ruby on Rails applications. You’ll be able to host your blog on Heroku on their free-tier, but first you’ll need a Heroku account.
Head to https://www.heroku.com/, click ‘Sign Up’ and create an account.
The starter documentation for Heroku is available at: https://devcenter.heroku.com/articles/quickstart.
Once you’ve got an account you’ll need to download the toolbelt from https://toolbelt.heroku.com/ and set it up on your computer.
Make the application work on Heroku
Up until this point we’ve been using SQLite as our database, but unfortunately Heroku doesn’t support the use of SQLite. So we’re going to be running Postgres instead.
Open the Gemfile
in Sublime and change line 5 from:
gem 'sqlite3'
to:
gem 'sqlite3', group: [:development, :test]
This tells Rails that, instead of using SQLite in all environments, we want to use SQLite in development and test only.
Then add gem 'pg', group: :production
on the following line to let Rails know that we will be using Postgres in production.
It should look like:
source 'https://rubygems.org' gem 'rails', '~> 5.0.0', '>= 5.0.0.1' # Use sqlite3 as the database for Active Record in development and test, and postgres in production gem 'sqlite3', group: [:development, :test] gem 'pg', group: :production # Use Puma as the app server gem 'puma', '~> 3.0' # Use SCSS for stylesheets gem 'sass-rails', '~> 5.0' # Use Uglifier as compressor for JavaScript assets gem 'uglifier', '>= 1.3.0' # Use CoffeeScript for .coffee assets and views gem 'coffee-rails', '~> 4.2' # See https://github.com/rails/execjs#readme for more supported runtimes # gem 'therubyracer', platforms: :ruby gem 'record_tag_helper', '~> 1.0' # Use jquery as the JavaScript library gem 'jquery-rails' # Turbolinks makes navigating your web application faster. Read more: https://github.com/turbolinks/turbolinks gem 'turbolinks', '~> 5' # Build JSON APIs with ease. Read more: https://github.com/rails/jbuilder gem 'jbuilder', '~> 2.5' group :development, :test do # Call 'byebug' anywhere in the code to stop execution and get a debugger console gem 'byebug', platform: :mri end group :development do # Access an IRB console on exception pages or by using <%= console %> anywhere in the code. gem 'web-console' gem 'listen', '~> 3.0.5' # Spring speeds up development by keeping your application running in the background. Read more: https://github.com/rails/spring gem 'spring' gem 'spring-watcher-listen', '~> 2.0.0' end # Windows does not include zoneinfo files, so bundle the tzinfo-data gem gem 'tzinfo-data', platforms: [:mingw, :mswin, :x64_mingw, :jruby]
(Don’t forget to save your file.)
After this, run the command bundle install --without=production
on your command line.
Regarding version control
Heroku also requires that every application is placed under version control before it is deployed.
Simply run the following commands on the command prompt to make sure your application is properly controlled:
git init git add . git commit -m "initial blog commit"
Deploying your application
In the same command prompt you should be ready to deploy your application.
First we create our Heroku application:
heroku create
Now we push our application to Heroku:
git push heroku master
Finally we set up our database:
heroku run:detached rails db:migrate
The detached
option runs the command in the background. It is there only to ensure the process will go through, even on faulty Internet connection. You can use heroku logs
to view the output of the command.
To check that your blog has been deployed properly, browse to the URL that Heroku has given you, remembering to append “/posts” to the end of the URL.
e.g. https://peaceful-hamlet-7389.herokuapp.com/posts
Note that you can also use the heroku open
command to get to the root URL (and then append the “/posts” to that URL).
Welcome to Ruby on Rails! If you’re this far along you might want to pause and catch your breath. Check out WTF Just Happened? A Quick Tour of your first Rails App to recap.
After that, it’s time to head on over to Part 2 which goes more in depth with Rails and begins to add more features to the blogging engine.