Skip to content
Merged

Docs #13

Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
50 changes: 50 additions & 0 deletions CONTRIBUTING.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,50 @@
# Contributing

Thank you for your interest in contributing to the Hooks gem! This document outlines how to contribute to the project, including setting up your development environment, running tests, and releasing new versions.

## Getting Started

To get your development environment set up, you simply need to run the following command:

```bash
script/bootstrap
```

> Note: This command assumes you have a Ruby version manager like `rbenv` installed.

## Running Tests

After writing some code or making changes, you will need to run the following commands to ensure everything is working correctly:

1. Run unit tests:

```bash
script/test
```

2. Run integration tests:

```bash
script/integration
```

3. Run acceptance tests:

```bash
script/acceptance
```

## Linting and Formatting

This project also requires that the linter must be run and pass before any code is committed. You can run the linter with the following command (with autocorrect enabled):

```bash
script/lint -A
```

## Releasing a new version

1. Update [`lib/hooks/version.rb`](lib/hooks/version.rb) with the next version number
2. Run `bundle install` to update gem version contained in the lockfile
3. Commit your changes and open a pull request
4. When the pull request is approved and merged into `main`, the [`.github/workflows/release.yml`](.github/workflows/release.yml) workflow will automatically run to release the new version to RubyGems and GitHub Packages 🎉.
287 changes: 286 additions & 1 deletion README.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,292 @@
[![test](https://github.com/github/hooks/actions/workflows/test.yml/badge.svg)](https://github.com/github/hooks/actions/workflows/test.yml)
[![lint](https://github.com/github/hooks/actions/workflows/lint.yml/badge.svg)](https://github.com/github/hooks/actions/workflows/lint.yml)
[![integration](https://github.com/github/hooks/actions/workflows/integration.yml/badge.svg)](https://github.com/github/hooks/actions/workflows/integration.yml)
[![release](https://github.com/github/hooks/actions/workflows/release.yml/badge.svg)](https://github.com/github/hooks/actions/workflows/release.yml)

A Pluggable Webhook Server Framework written in Ruby
A Pluggable Webhook Server Framework written in Ruby.

![hooks](docs/assets/hooks.png)

## About ⭐

Hooks is a RESTful webhook server framework written in Ruby. It is designed to be simple, flexible, and extensible, allowing you to easily create and manage webhook endpoints for your applications. Hooks is designed to consolidate and process incoming webhook requests in a single place, making it easier to handle webhooks from multiple sources.

**Why Hooks?**: If you have to handle webhooks from multiple sources, you might end up with a lot of code that is similar but not quite the same. Hooks allows you to define a set of common behaviors and then extend them with plugins, so you can handle webhooks in a consistent way across your application.

## Features 🚀

- **Pluggable Architecture**: Easily extend the functionality of your webhook server with plugins for authentication, handlers, and more.
- **Flexible Configuration**: Customize your webhook server via a simple configuration file, or programmatically with pure Ruby.
- **Built-in Auth Plugins**: Support for common authentication methods like HMAC, shared secrets, and more.

## How It Works 🔧

Hooks is designed to be very easy to setup and use. It provides a simple DSL for defining webhook endpoints and then you can use plugins to handle the incoming requests and optionally authenticate them.

Here is a very high-level overview of how Hooks works:

1. You define a global configuration file (e.g. `hooks.yml`) where you can specify where your webhook endpoint configs are located, and the directory where your plugins are located. Here is an example of a minimal configuration file:

```yaml
# file: hooks.yml
handler_plugin_dir: ./plugins/handlers
auth_plugin_dir: ./plugins/auth
endpoints_dir: ./config/endpoints

log_level: debug

root_path: /webhooks
health_path: /health
version_path: /version

environment: development
```

2. Then in your `config/endpoints` directory, you can define all your webhook endpoints in separate files. Here is an example of a simple endpoint configuration file:

```yaml
# file: config/endpoints/hello.yml
path: /hello
handler: MyCustomHandler # This is a custom handler plugin you would define in the plugins/handlers directory
```

3. Now create a corresponding handler plugin in the `plugins/handlers` directory. Here is an example of a simple handler plugin:

```ruby
# file: plugins/handlers/my_custom_handler.rb
class MyCustomHandler < Hooks::Plugins::Handlers::Base
def call(payload:, headers:, config:)
# Process the incoming webhook - optionally use the payload and headers
# to perform some action or validation
# For this example, we will just return a success message
{
status: "success",
handler: "MyCustomHandler",
payload_received: payload,
timestamp: Time.now.iso8601
}
end
end
```

That is pretty much it! Below you will find more detailed instructions on how to install and use Hooks, as well as how to create your own plugins. This high-level overview should give you a good idea of how Hooks works and how you can use it to handle webhooks in your applications. You may also be interested in using your own custom authentication plugins to secure your webhook endpoints, which is covered in the [Authentication](#authentication) section below.

## Installation 💎

You can download this Gem from [GitHub Packages](https://github.com/github/hooks/pkgs/rubygems/hooks-ruby) or [RubyGems](https://rubygems.org/gems/hooks-ruby)

Via a Gemfile:

```ruby
source "https://rubygems.org"

gem "hooks-ruby", "~> X.X.X" # Replace X.X.X with the latest version
```

Once added to your Gemfile, run:

```bash
bundle install
```

## Usage 💻

### Basic

Here is a simple example of how to set up a Hooks server.

First, create a `config.ru` file:

```ruby
# file: config.ru
require "hooks-ruby"

# See the config documentation below for the full list of available options
# For this example, we will just set use_catchall_route to true
config = {
use_catchall_route: true # will use the DefaultHandler for /webhooks/* - just an example/demo
}

# Builds the Hooks application with the provided configuration
app = Hooks.build(config: config)

# Run the Hooks application when the server starts
run app
```

Run the hooks server via puma which is the recommended server for Hooks:

```bash
bundle exec puma --tag hooks
```

Send a webhook request to the server in a separate terminal:

```bash
curl --request POST \
--url http://0.0.0.0:9292/webhooks/hello \
--header 'content-type: application/json' \
--data '{}'

# => { "message": "webhook processed successfully", "handler": "DefaultHandler", "timestamp": "2025-06-10T23:15:07-07:00" }
```

Congratulations! You have successfully set up a basic Hooks server which will listen to anything under `/webhooks/*` and respond with a success message.

Keep reading to learn how to customize your Hooks server with different plugins for handlers, authentication, and more.

### Advanced

This section will go into a more advanced and detailed example of how to setup a Hooks server with custom plugins, authentication, and more. This section also assumes you already have the `hooks-ruby` gem installed via a bundler Gemfile as shown in the [Installation](#installation-) section above.

Before we get into the details, here is a high-level overview of the steps involved:

1. **Define your configuration**: Create a `hooks.yml` file to define your global configuration, including the directories for your plugins and endpoints.
2. **Create your endpoint configurations**: Define your webhook endpoints in the `config/endpoints` directory, specifying the path and the handler plugin to use.
3. **Implement your handler plugins**: Create custom handler plugins in the `plugins/handlers` directory to process incoming webhook requests.
4. **Implement authentication plugins (optional)**: If you want to secure your webhook endpoints, create custom authentication plugins in the `plugins/auth` directory. Note that you might just be able to get away with using the built-in authentication plugins ([`hmac`](lib/hooks/plugins/auth/hmac.rb), or [`shared_secret`](lib/hooks/plugins/auth/shared_secret.rb)) for most use cases.

This example will assume the following directory structure:

```text
├── config/
│ ├── hooks.yml # global hooks config
│ ├── puma.rb # puma config
│ └── endpoints/
│ ├── hello.yml
│ └── goodbye.yml
└── plugins/
├── handlers/ # custom handler plugins
│ ├── hello_handler.rb
│ └── goodbye_handler.rb
└── auth/
└── goodbye_auth.rb # custom auth plugin (optional)
```

Let's go through each step in detail.

#### 1. Define your global Hooks configuration

First, create a `hooks.yml` file in the `config` directory. This file will define your global configuration for the Hooks server, including the directories for your plugins and endpoints. Here is an example of a minimal configuration file:

```yaml
# file: config/hooks.yml
handler_plugin_dir: ./plugins/handlers
auth_plugin_dir: ./plugins/auth

# Available endpoints
# Each endpoint configuration file should be placed in the endpoints directory
endpoints_dir: ./config/endpoints

log_level: debug

# Path configuration
root_path: /webhooks # Base path for all webhook endpoints (e.g. /webhooks/hello)
health_path: /health
version_path: /version

# Runtime behavior
environment: development # or production
```

#### 2. Create your endpoint configurations

Endpoint configurations are defined in the `config/endpoints` directory. Each endpoint configuration file should specify the path for the webhook endpoint and the handler plugin to use. Here is an example of two endpoint configuration files:

> Note: You can also define auth plugins for each endpoint if you want to secure them. For this example, the `/hello` endpoint will not have authentication, while the `/goodbye` endpoint will use a custom authentication plugin.

```yaml
# file: config/endpoints/hello.yml
path: /hello # becomes /webhooks/hello based on the root_path in hooks.yml
handler: HelloHandler # This is a custom handler plugin you would define in the plugins/handlers
```

```yaml
# file: config/endpoints/goodbye.yml
path: /goodbye # becomes /webhooks/goodbye based on the root_path in hooks.yml
handler: GoodbyeHandler # This is another custom handler plugin you would define in the plugins/handlers

auth:
type: Goodbye # This is a custom authentication plugin you would define in the plugins/auth
secret_env_key: GOODBYE_API_KEY # the name of the environment variable containing the secret
header: Authorization
```

#### 3. Implement your handler plugins

Create custom handler plugins in the `plugins/handlers` directory to process incoming webhook requests. Here is an example of a simple handler plugin for the `/hello` endpoint:

```ruby
# file: plugins/handlers/hello_handler.rb
class HelloHandler < Hooks::Plugins::Handlers::Base
def call(payload:, headers:, config:)
# Process the incoming webhook - optionally use the payload and headers
# to perform some action or validation
# For this example, we will just return a success message
{
message: "webhook processed successfully",
handler: "HelloHandler",
timestamp: Time.now.iso8601
}
end
end
```

And another handler plugin for the `/goodbye` endpoint:

```ruby
# file: plugins/handlers/goodbye_handler.rb
class GoodbyeHandler < Hooks::Plugins::Handlers::Base
def call(payload:, headers:, config:)
# Ditto for the goodbye endpoint
{
message: "goodbye webhook processed successfully",
handler: "GoodbyeHandler",
timestamp: Time.now.iso8601
}
end
end
```

#### 4. Implement authentication plugins (optional)

If you want to secure your webhook endpoints, you can create custom authentication plugins in the `plugins/auth` directory. Here is an example of a simple authentication plugin for the `/goodbye` endpoint:

```ruby
# file: plugins/auth/goodbye.rb
# this is a custom authentication plugin for the Goodbye endpoint
# it is extremely simple and just checks if the Authorization header matches a secret for example purposes
module Hooks
module Plugins
module Auth
class Goodbye < Base
def self.valid?(payload:, headers:, config:)
# get the secret from environment variable as configured with secret_env_key
secret = fetch_secret(config, secret_env_key_name: :secret_env_key)

# check if the Authorization header matches the secret
auth_header = headers[config[:header]]
return false unless auth_header

# compare the Authorization header with the secret
Rack::Utils.secure_compare(auth_header, "Bearer #{secret}")
end
end
end
end
end
```

#### Summary

What these steps have done is set up a Hooks server that listens for incoming webhook requests at `/webhooks/hello` and `/webhooks/goodbye`. The `/hello` endpoint will respond with a success message without any authentication, while the `/goodbye` endpoint will require a valid `Authorization` header that matches the secret defined in the environment variable `GOODBYE_API_KEY`. Before the `/goodbye` endpoint enters the defined handler, it will first check the authentication plugin to ensure the request is valid.

To see a live working version of this example, check out the [spec/acceptance/](spec/acceptance/) directory in this repository, which is used for acceptance testing the Hooks framework. It contains a complete example of how to set up a Hooks server with custom plugins, authentication, and more.

### Authentication

See the [Auth Plugins](docs/auth_plugins.md) documentation for even more information on how to create your own custom authentication plugins.

## Contributing 🤝

See the [Contributing](CONTRIBUTING.md) document for information on how to contribute to the Hooks project, including setting up your development environment, running tests, and releasing new versions.
2 changes: 1 addition & 1 deletion spec/acceptance/config/endpoints/with_custom_auth.yml
Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,6 @@ path: /with_custom_auth_plugin
handler: TestHandler

auth:
type: example_auth_plugin
type: example
secret_env_key: SHARED_SECRET # the name of the environment variable containing the shared secret
header: Authorization
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@
module Hooks
module Plugins
module Auth
class ExampleAuthPlugin < Base
class Example < Base
def self.valid?(payload:, headers:, config:)
# Get the secret from environment variable as configured with secret_env_key
secret = fetch_secret(config, secret_env_key_name: :secret_env_key)
Expand Down