A Guide To Starting Your Own Rails Engine Gem
Since Rails 3 was released, developers have been writing Rails engines in a new clean style that can be packaged as RubyGems. A Rails engine is a prepackaged application that is able to be run or mounted within another Rails application. An engine can have its own models, views, controllers, generators and publicly served static files.
Now, unless you like writing a lot of code, this is great news, because it means you can write an engine once and use it over and over again. Let’s say you build a lot of websites for small businesses. A common requirement for such websites is a page listing all of the employees at a company and some basic information about them. This is a great candidate for a Rails engine gem because the functionality will change very little and can be abstracted to a common set of requirements.
In this post, we’ll walk through the process of creating an engine gem that you would use to create a database-backed team page displaying a list of employees.
Enginex
Jose Valim, a core Rails contributor, has created a tool named Enginex, which scaffolds Rails 3-compatible engine gems. This tool protects you from many of the gotchas that engine gem developers face. It provides basic set-up, including a test Rails application, which you’ll need to get started.
To begin, run the following from the command line in your standard projects directory:
gem install enginex
enginex team_page
With this, you will end up with a project in the team_page
directory containing the standard Enginex scaffolding.
Set-Up
To set up our gem, we’ll modify a few files. First, our team_page.gemspec
and our Gemfile
need a little love.
# CURRENT FILE :: team_page.gemspec
require File.expand_path("../lib/team_page/version", __FILE__)
# Provide a simple gemspec so that you can easily use your
# Enginex project in your Rails apps through Git.
Gem::Specification.new do |s|F
s.name = "team_page"
s.version = TeamPage::VERSION
s.platform = Gem::Platform::RUBY
s.authors = [ "Your Name" ]
s.email = [ "your@email.com" ]
s.homepage = "https://yourwebsite.com"
s.description = "A simple Rails 3 engine gem that adds a team page to any Rails 3 application."
s.summary = "team_page-#{s.version}"
s.rubyforge_project = "team_page"
s.required_rubygems_version = "> 1.3.6"
s.add_dependency "activesupport" , "~> 3.0.7"
s.add_dependency "rails" , "~> 3.0.7"
s.files = `git ls-files`.split("n")
s.executables = `git ls-files`.split("n").map{|f| f =~ /^bin/(.*)/ ? $1 : nil}.compact
s.require_path = 'lib'
end
# CURRENT FILE :: Gemfile
source "https://rubygems.org"
# Specify any dependencies in the gemspec
gemspec
This sets up our gemspec to automatically use files we have committed with Git, and any executables we may add in the future, and to use the VERSION
constant that we’ll specify in our gem.
Also, by calling gemspec
in our Gemfile
, running bundle install
will load dependencies from our team_page.gemspec
, which is the convention.
Next, to turn our gem into a Rails engine, let’s add or modify three files. First, our top-level team page file:
# CURRENT FILE :: lib/team_page.rb
# Requires
require "active_support/dependencies"
module TeamPage
# Our host application root path
# We set this when the engine is initialized
mattr_accessor :app_root
# Yield self on setup for nice config blocks
def self.setup
yield self
end
end
# Require our engine
require "team_page/engine"
To use the mattr
functions, our ActiveSupport
dependencies are required. We also set up a nice way to configure our gem with the self.setup
method. The engine is required at the end of our file so that we can be sure that any dependencies are specified first.
Secondly, our version file:
# CURRENT FILE :: lib/team_page/version.rb
module TeamPage
VERSION = "0.0.1"
end
Lastly, our engine file:
# CURRENT FILE :: lib/team_page/engine.rb
module TeamPage
class Engine < Rails::Engine
initialize "team_page.load_app_instance_data" do |app|
TeamPage.setup do |config|
config.app_root = app.root
end
end
initialize "team_page.load_static_assets" do |app|
app.middleware.use ::ActionDispatch::Static, "#{root}/public"
end
end
end
This defines two Rails initialize
blocks that clue us into the root directory of our host Rails application, as well as serve up any files in the root public
directory of our gem.
Data Model
To add a model in our gem, we first need to specify a migration and a generator class to copy it over to the host Rails application. Although this process will become much more transparent in Rails 3.1, we now need to build some generator classes. A great resource for this can be found over at Nepal on Rails.
First, let’s add our generators class:
# CURRENT FILE :: lib/generators/team_page/team_page_generator.rb
# Requires
require 'rails/generators'
require 'rails/generators/migration'
class TeamPageGenerator < Rails::Generators::Base
include Rails::Generators::Migration
def self.source_root
@source_root ||= File.join(File.dirname(__FILE__), 'templates')
end
def self.next_migration_number(dirname)
if ActiveRecord::Base.timestamped_migrations
Time.new.utc.strftime("%Y%m%d%H%M%S")
else
"%.3d" % (current_migration_number(dirname) + 1)
end
end
def create_migration_file
migration_template 'migration.rb', 'db/migrate/create_team_members_table.rb'
end
end
Adding this will allow developers to run rails g team_page
from within their Rails application and to create the necessary migration file to power our team page.
Next, we’ll put together a sample migration:
# CURRENT FILE :: lib/generators/team_page/templates/migration.rb
class CreateTeamMembers < ActiveRecord::Migration
def self.up
create_table :team_members do |t|
t.string :name
t.string :twitter_url
t.string :bio
t.string :image_url
t.timestamps
end
end
def self.down
drop_table :team_members
end
end
Finally, we can create a sample model namespaced to our gem.
# CURRENT FILE :: app/models/team_page/team_member.rb
module TeamPage
class TeamMember < ActiveRecord::Base
attr_accessible :name , :twitter_url , :bio , :image_url
end
end
What we’ve done so far is walked through the steps for bootstrapping a Rails 3 engine gem. It has been configured as an engine, given its own migration generator, and supplied with an ActiveRecord model.
Now, let’s set up our gem with a route, controller and view that any host Rails application can use.
The Route
Rails engines gems, when set up properly, automatically load the config
and app
directories of our project. This is handy because it enables us to set up our code with exactly the same structure as a full Rails application.
So, to set up our route, create a routes.rb
file in the config
directory of our project. To have it match on the team route, let’s do the following:
# CURRENT FILE :: config/routes.rb
Rails.application.routes.draw do
get "team" => "team_page/team#index" , :as => :team_page
end
A bit of pain can be avoided by examining what we’ve done here. First, we’re going to match the /team
route from any requests to our host Rails app.
Secondly, we’ve told Rails to send requests to the index
route of the namespaced controller that we’re going to create in our engine. Namespacing our controller is best practice because it isolates our engine code from any application that it’s included in.
Lastly, our route is named so that we can use link helpers elsewhere in our application.
The Controller
Our controllers will live in the app
directory, just as we’re used to. One caveat is that we’ll want to place them in a team_page
directory, just as we did with our model. It simply needs to load all of our team members to be displayed on the page.
# CURRENT FILE :: app/controllers/team_page/team_controller.rb
module TeamPage
class TeamController < ::ApplicationController
def index
@team_members = TeamMember.all
end
end
end
As you can see, we’ve subclassed our top-level ::ApplicationController
, which lives in the host Rails application.
The View
To finish off, we need a view to render. By default, it will use the main application layout from our host Rails application, since we didn’t specify a different layout in the controller.
Just as we did with our model and controller, we’ll nest our view in a team_page
directory. Because we want to minimize external dependencies, we’ll write our views in ERB instead of something like HAML.
<!-- CURRENT FILE :: app/views/team_page/index.html.erb -->
<ul class="team-member-list">
<% @team_members.each do |team_member| %>
<li class="team-member">
<span class="team-member-name">
<%= link_to @team_member.name , @team_member.twitter_url %>
</span>
<%= @team_member.bio %>
<%= image_tag @team_member.image_url , :class => "team-member-image" %>
</li>
<% end %>
</ul>
Getting Started With Tests
Obviously, we haven’t yet written any unit or integration tests here to cover the gem that we created. Completing this exercise will improve your understanding of Rails 3 engine gems. The enginex
tool we used automatically creates a test
directory for you with a basic Rails application.
Let’s start by making sure our test_helper.rb
file is up to snuff.
# CURRENT FILE :: test/test_helper.rb
# Configure Rails Environment
ENV["RAILS_ENV"] = "test"
ENV["RAILS_ROOT"] = File.expand_path("../dummy", __FILE__)
require File.expand_path("../dummy/config/environment.rb", __FILE__)
require "rails/test_help"
ActionMailer::Base.delivery_method = :test
ActionMailer::Base.perform_deliveries = true
ActionMailer::Base.default_url_options[:host] = "test.com"
Rails.backtrace_cleaner.remove_silencers!
# Run any available migration
ActiveRecord::Migrator.migrate File.expand_path("../dummy/db/migrate/", __FILE__)
# Load support files
Dir["#{File.dirname(__FILE__)}/support/**/*.rb"].each { |f| require f }
One thing to notice, which is unusual for a testing set-up helper, is that we aren’t requiring our local gem code anywhere in the test helper. Because we’re using Bundler, our gem is actually required in the dummy Rails app via our Gemfile
at test/dummy/config/application.rb
. Other than that, we’re setting up our Rails environment, booting the application and running any available migrations. Here’s a glance at a sample unit test.
# CURRENT FILE :: test/team_page_test.rb
require 'test_helper'
class TeamPageTest < ActiveSupport::TestCase
test "truth" do
assert_kind_of Module, TeamPage
end
test 'setup block yields self' do
TeamPage.setup do |config|
assert_equal TeamPage, config
end
end
end
To continue playing around with how engine testing and integration in a Rails app work, head to the test/dummy/
Rails app and boot the server or play in the console. Everything should work in there as well as it would in any other Rails application.
Resources And Tips
Here are a few helpers to make sure you’re on the right track. The following represents what you would expect the directory structure to look like for your engine gem after following the code examples in this article.
## DIRECTORY STRUCTURE
#
- team_page/
- app/
- controllers/
- team_page/
+ team_controller.rb
- models/
- team_page/
+ team_member.rb
- views/
- team_page/
+ index.html.erb
- config/
+ routes.rb
- lib/
- team_page.rb
- generators/
- team_page/
+ team_page_generator.rb
- templates/
+ migration.rb
- team_page/
+ engine.rb
+ version.rb
- test/
+ team_page_test.rb
+ test_helper.rb
+ team_page.gemspec
+ Gemfile
+ Gemfile.lock
Here’s a simple script to load some team members into your database.
## DATA SEED
#
# => Method 1
# Copy the code into your application's db/seeds.rb file.
#
# => Method 2
# If you would like to run this code in the engine that you are
# developing, place it in the seeds file inside of the dummy app
# contained in your integration tests.
#
# With either of the above methods, be sure to run the following from
# your command line…
#
# rake db:seed
#
5.times do |i|
TeamPage::TeamMember.create!( {
:name => "Team Member #{i}",
:twitter_url => "https://twitter.com/team_member_#{i}",
:bio => "A really fancy team member!",
:image_url => "https://bit.ly/muSWki"
} )
end
Some External Resources
Conclusion
The goal of this post was to demonstrate how straightforward it is to create a Rails engine packaged as a Ruby gem.
To recap, we’ve boostrapped our gem, added a model and migration generator, set up a route to hit our controller, created a sample view, and wrote some example tests. This process can be used for any engine gem you feel you need, and it can speed up development time and improve the reliability and maintainability of your code bases. The possibilities are endless. What will you build?
Further Reading
- How To Get Started With Ruby
- Get Started Writing iOS Apps With RubyMotion
- A Guide To Starting Your Own Rails Engine Gem
- How To Set Up An Ubuntu Local Machine For Ruby On Rails