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Chapter 4 Rails-flavored Ruby

Grounded in examples from [Chapter3](static- pages.html#top), this chapter explores some elements of Ruby important for Rails. Ruby is a big language, but fortunately the subset needed to be productive as a Rails developer is relatively small. Moreover, this subset is different from the usual approaches to learning Ruby, which is why, if your goal is making dynamic web applications, I recommend learning Rails first, picking up bits of Ruby along the way. To become a Rails expert, you need to understand Ruby more deeply, and this book gives you a good foundation for developing that expertise. As noted in [Section1.1.1](beginning.html#sec- comments_for_various_readers), after finishing the Rails Tutorial I suggest reading a pure Ruby book such as Beginning Ruby, The Well-Grounded Rubyist, or The Ruby Way.

This chapter covers a lot of material, and it's OK not to get it all on the first pass. I'll refer back to it frequently in future chapters.

4.1 Motivation

As we saw in the last chapter, it's possible to develop the skeleton of a Rails application, and even start testing it, with essentially no knowledge of the underlying Ruby language. We did this by relying on the test code provided by the tutorial and addressing each error message until the test suite was passing. This situation can't last forever, though, and we'll open this chapter with an addition to the site that brings us face-to-face with our Ruby limitations.

When we last saw our new application, we had just updated our mostly static pages to use Rails layouts to eliminate duplication in our views ([Listing4.1](rails-flavored-ruby.html#code- application_layout_redux)).

Listing 4.1. The sample application site layout.

app/views/layouts/application.html.erb

<!DOCTYPE html>
<html>
  <head>
    <title>Ruby on Rails Tutorial Sample App | <%= yield(:title) %></title>
    <%= stylesheet_link_tag    "application", :media => "all" %>
    <%= javascript_include_tag "application" %>
    <%= csrf_meta_tags %>
  </head>
  <body>
    <%= yield %>
  </body>
</html>

Let's focus on one particular line in [Listing4.1](rails- flavored-ruby.html#code-application_layout_redux):

<%= stylesheet_link_tag "application", :media => "all" %>

This uses the built-in Rails function stylesheet_link_tag (which you can read more about at the [Rails API](http://api.rubyonrails.org/v3.2.0/classes/A ctionView/Helpers/AssetTagHelper/StylesheetTagHelpers.html#method-i-stylesheet _link_tag)) to include application.css for all media types (including computer screens and printers). To an experienced Rails developer, this line looks simple, but there are at least four potentially confusing Ruby ideas: built-in Rails methods, method invocation with missing parentheses, symbols, and hashes. We'll cover all of these ideas in this chapter.

In addition to coming equipped with a large number of built-in functions for use in the views, Rails also allows the creation of new ones. Such functions are called helpers; to see how to make a custom helper, let's start by examining the title line from [Listing4.1](rails-flavored- ruby.html#code-application_layout_redux):

Ruby on Rails Tutorial Sample App | <%= yield(:title) %>

This relies on the definition of a page title (using provide) in each view, as in

<% provide(:title, 'Home') %>
<h1>Sample App</h1>
<p>
  This is the home page for the
  <a href="http://railstutorial.org/">Ruby on Rails Tutorial</a>
  sample application.
</p>

But what if we don't provide a title? It's a good convention to have a base title we use on every page, with an optional page title if we want to be more specific. We've almost achieved that with our current layout, with one wrinkle: as you can see if you delete the provide call in one of the views, in the absence of a page-specific title the full title appears as follows:

Ruby on Rails Tutorial Sample App | 

In other words, there's a suitable base title, but there's also a trailing vertical bar character | at the end.

To solve the problem of a missing page title, we'll define a custom helper called full_title. The full_title helper returns a base title, "Ruby on Rails Tutorial Sample App", if no page title is defined, and adds a vertical bar followed by the page title if one is defined ([Listing4.2](rails-flavored-ruby.html#code- title_helper)).1

Listing 4.2. Defining a full_title helper.

app/helpers/application_helper.rb

module ApplicationHelper

  # Returns the full title on a per-page basis.
  def full_title(page_title)
    base_title = "Ruby on Rails Tutorial Sample App"
    if page_title.empty?
      base_title
    else
      "#{base_title} | #{page_title}"
    end
  end
end

Now that we have a helper, we can use it to simplify our layout by replacing

<title>Ruby on Rails Tutorial Sample App | <%= yield(:title) %></title>

with

<title><%= full_title(yield(:title)) %></title>

as seen in [Listing4.3](rails-flavored-ruby.html#code- application_layout_full_title).

Listing 4.3. The sample application site layout.

app/views/layouts/application.html.erb

<!DOCTYPE html>
<html>
  <head>
    <title><%= full_title(yield(:title)) %></title>
    <%= stylesheet_link_tag    "application", :media => "all" %>
    <%= javascript_include_tag "application" %>
    <%= csrf_meta_tags %>
  </head>
  <body>
    <%= yield %>
  </body>
</html>

To put our helper to work, we can eliminate the unnecessary word "Home" from the Home page, allowing it to revert to the base title. We do this by first updating our test with the code in [Listing4.4](rails- flavored-ruby.html#code-home_base_title_spec), which updates the previous title test and adds one to test for the absence of the custom 'Home' string in the title.

Listing 4.4. Updated tests for the Home page's title.

spec/requests/static_pages_spec.rb

require 'spec_helper'

describe "Static pages" do

  describe "Home page" do

    it "should have the h1 'Sample App'" do
      visit '/static_pages/home'
      page.should have_selector('h1', :text => 'Sample App')
    end

    it "should have the base title" do
      visit '/static_pages/home'
      page.should have_selector('title',
                        :text => "Ruby on Rails Tutorial Sample App")
    end

    it "should not have a custom page title" do
      visit '/static_pages/home'
      page.should_not have_selector('title', :text => '| Home')
    end
  end
  .
  .
  .
end

See if you can figure out why we've added a new test instead of just altering the current one. (Hint: The answer is in Section3.3.1 .)

Let's run the test suite to verify that one test fails:

$ bundle exec rspec spec/requests/static_pages_spec.rb

To get the test suite to pass, we'll remove the provide line from the Home page's view, as seen in [Listing4.5](rails-flavored- ruby.html#code-home_page_base_title).

Listing 4.5. The Home page with no custom page title.

app/views/static_pages/home.html.erb

<h1>Sample App</h1>
<p>
  This is the home page for the
  <a href="http://railstutorial.org/">Ruby on Rails Tutorial</a>
  sample application.
</p>

At this point the tests should pass:

$ bundle exec rspec spec/requests/static_pages_spec.rb

As with the line to include the application stylesheet, the code in Listing4.2 may look simple to the eyes of an experienced Rails developer, but it's full of potentially confusing Ruby ideas: modules, comments, local variable assignment, booleans, control flow, string interpolation, and return values. This chapter will cover all of these ideas as well.

4.2 Strings and methods

Our principal tool for learning Ruby will be the Rails console, a command- line tool for interacting with Rails applications first seen in [Section2.3.3](a-demo-app.html#sec- demo_user_has_many_microposts). The console itself is built on top of interactive Ruby (irb), and thus has access to the full power of the Ruby language. (As we'll see in [Section4.4.4](rails-flavored- ruby.html#sec-a_controller_class), the console also has access to the Rails environment.) Start the console at the command line as follows:

$ rails console
Loading development environment
>> 

By default, the console starts in a development environment, which is one of three separate environments defined by Rails (the others are test and production). This distinction won't be important in this chapter, but we'll learn more about environments in [Section7.1.1](sign- up.html#sec-rails_environments).

The console is a great learning tool, and you should feel free to explore-- don't worry, you (probably) won't break anything. When using the console, type Ctrl-C if you get stuck, or Ctrl-D to exit the console altogether. Throughout the rest of this chapter, you might find it helpful to consult the Ruby API. It's packed (perhaps even too packed) with information; for example, to learn more about Ruby strings you can look at the Ruby API entry for the String class.

4.2.1 Comments

Ruby comments start with the pound sign# (also called the "hash mark" or, more poetically, the "octothorpe") and extend to the end of the line. Ruby ignores comments, but they are useful for human readers (including, often, the original author!). In the code

  # Returns the full title on a per-page basis.
  def full_title(page_title)
    .
    .
    .
  end

the first line is a comment indicating the purpose of the subsequent function definition.

You don't ordinarily include comments in console sessions, but for instructional purposes I'll include some comments in what follows, like this:

$ rails console
>> 17 + 42   # Integer addition
=> 59

If you follow along in this section typing or copying-and-pasting commands into your own console, you can of course omit the comments if you like; the console will ignore them in any case.

4.2.2 Strings

Strings are probably the most important data structure for web applications, since web pages ultimately consist of strings of characters sent from the server to the browser. Let's start exploring strings with the console, this time started with railsc, which is a shortcut for rails console:

$ rails c
>> ""         # An empty string
=> ""
>> "foo"      # A nonempty string
=> "foo"

These are string literals (also, amusingly, called literal strings), created using the double quote character". The console prints the result of evaluating each line, which in the case of a string literal is just the string itself.

We can also concatenate strings with the + operator:

>> "foo" + "bar"    # String concatenation
=> "foobar"

Here the result of evaluating "foo" plus "bar" is the string "foobar".2

Another way to build up strings is via interpolation using the special syntax #{}:3

>> first_name = "Michael"    # Variable assignment
=> "Michael"
>> "#{first_name} Hartl"     # String interpolation
=> "Michael Hartl"

Here we've assigned the value "Michael" to the variable first_name and then interpolated it into the string "#{first_name} Hartl". We could also assign both strings a variable name:

>> first_name = "Michael"
=> "Michael"
>> last_name = "Hartl"
=> "Hartl"
>> first_name + " " + last_name    # Concatenation, with a space in between
=> "Michael Hartl"
>> "#{first_name} #{last_name}"    # The equivalent interpolation
=> "Michael Hartl"

Note that the final two expressions are equivalent, but I prefer the interpolated version; having to add the single space "" seems a bit awkward.

Printing

To print a string, the most commonly used Ruby function is puts (pronounced "put ess", for "put string"):

>> puts "foo"     # put string
foo
=> nil

The puts method operates as a side-effect: the expression puts "foo" prints the string to the screen and then returns literally nothing: nil is a special Ruby value for "nothing at all". (In what follows, I'll sometimes suppress the => nil part for simplicity.)

Using puts automatically appends a newline character\n to the output; the related print method does not:

>> print "foo"    # print string (same as puts, but without the newline)
foo=> nil
>> print "foo\n"  # Same as puts "foo"
foo
=> nil

[Single-quoted strings](rails-flavored-ruby.html#sec-

single_quoted_strings)

All the examples so far have used double-quoted strings, but Ruby also supports single-quoted strings. For many uses, the two types of strings are effectively identical:

>> 'foo'          # A single-quoted string
=> "foo"
>> 'foo' + 'bar'
=> "foobar"

There's an important difference, though; Ruby won't interpolate into single- quoted strings:

>> '#{foo} bar'     # Single-quoted strings don't allow interpolation
=> "\#{foo} bar"

Note how the console returns values using double-quoted strings, which requires a backslash to escape special characters such as#.

If double-quoted strings can do everything that single-quoted strings can do, and interpolate to boot, what's the point of single-quoted strings? They are often useful because they are truly literal, and contain exactly the characters you type. For example, the "backslash" character is special on most systems, as in the literal newline\n. If you want a variable to contain a literal backslash, single quotes make it easier:

>> '\n'       # A literal 'backslash n' combination
=> "\\n"

As with the# character in our previous example, Ruby needs to escape the backslash with an additional backslash; inside double- quoted strings, a literal backslash is represented with two backslashes. For a small example like this, there's not much savings, but if there are lots of things to escape it can be a real help:

>> 'Newlines (\n) and tabs (\t) both use the backslash character \.'
=> "Newlines (\\n) and tabs (\\t) both use the backslash character \\."

[4.2.3 Objects and message passing](rails-flavored-ruby.html#sec-

objects_and_message_passing)

Everything in Ruby, including strings and even nil, is an object. We'll see the technical meaning of this in [Section4.4.2](rails- flavored-ruby.html#sec-a_class_of_our_own), but I don't think anyone ever understood objects by reading the definition in a book; you have to build up your intuition for objects by seeing lots of examples.

It's easier to describe what objects do, which is respond to messages. An object like a string, for example, can respond to the message length, which returns the number of characters in the string:

>> "foobar".length        # Passing the "length" message to a string
=> 6

Typically, the messages that get passed to objects are methods, which are functions defined on those objects.4 Strings also respond to the empty? method:

>> "foobar".empty?
=> false
>> "".empty?
=> true

Note the question mark at the end of the empty? method. This is a Ruby convention indicating that the return value is boolean: true or false. Booleans are especially useful for control flow:

>> s = "foobar"
>> if s.empty?
>>   "The string is empty"
>> else
>>   "The string is nonempty"
>> end
=> "The string is nonempty"

Booleans can also be combined using the && ("and"), || ("or"), and ! ("not") operators:

>> x = "foo"
=> "foo"
>> y = ""
=> ""
>> puts "Both strings are empty" if x.empty? && y.empty?
=> nil
>> puts "One of the strings is empty" if x.empty? || y.empty?
"One of the strings is empty"
=> nil
>> puts "x is not empty" if !x.empty?
"x is not empty"
=> nil

Since everything in Ruby is an object, it follows that nil is an object, so it too can respond to methods. One example is the to_s method that can convert virtually any object to a string:

>> nil.to_s
=> ""

This certainly appears to be an empty string, as we can verify by chaining the messages we pass to nil:

>> nil.empty?
NoMethodError: You have a nil object when you didn't expect it!
You might have expected an instance of Array.
The error occurred while evaluating nil.empty?
>> nil.to_s.empty?      # Message chaining
=> true

We see here that the nil object doesn't itself respond to the empty? method, but nil.to_s does.

There's a special method for testing for nil-ness, which you might be able to guess:

>> "foo".nil?
=> false
>> "".nil?
=> false
>> nil.nil?
=> true

The code

puts "x is not empty" if !x.empty?

also shows an alternate use of the if keyword: Ruby allows you to write a statement that is evaluated only if the statement following if is true. There's a complementary unless keyword that works the same way:

>> string = "foobar"
>> puts "The string '#{string}' is nonempty." unless string.empty?
The string 'foobar' is nonempty.
=> nil

It's worth noting that the nil object is special, in that it is the only Ruby object that is false in a boolean context, apart from false itself:

>> if nil
>>   true
>> else
>>   false        # nil is false
>> end
=> false

In particular, all other Ruby objects are true, even 0:

>> if 0
>>   true        # 0 (and everything other than nil and false itself) is true
>> else
>>   false
>> end
=> true

[4.2.4 Method definitions](rails-flavored-ruby.html#sec-

method_definitions)

The console allows us to define methods the same way we did with the home action from [Listing3.6](static-pages.html#code- static_pages_controller) or the full_title helper from Listing4.2. (Defining methods in the console is a bit cumbersome, and ordinarily you would use a file, but it's convenient for demonstration purposes.) For example, let's define a function string_message that takes a single argument and returns a message based on whether the argument is empty or not:

>> def string_message(string)
>>   if string.empty?
>>     "It's an empty string!"
>>   else
>>     "The string is nonempty."
>>   end
>> end
=> nil
>> puts string_message("")
It's an empty string!
>> puts string_message("foobar")
The string is nonempty.

Note that Ruby functions have an implicit return, meaning they return the last statement evaluated--in this case, one of the two message strings, depending on whether the method's argument string is empty or not. Ruby also has an explicit return option; the following function is equivalent to the one above:

>> def string_message(string)
>>   return "It's an empty string!" if string.empty?
>>   return "The string is nonempty."
>> end

The alert reader might notice at this point that the second return here is actually unnecessary--being the last expression in the function, the string "The string is nonempty." will be returned regardless of the return keyword, but using return in both places has a pleasing symmetry to it.

[4.2.5 Back to the title helper](rails-flavored-ruby.html#sec-

back_to_the_title_helper)

We are now in a position to understand the full_title helper from Listing4.2:5

module ApplicationHelper

  # Returns the full title on a per-page basis.       # Documentation comment
  def full_title(page_title)                          # Method definition
    base_title = "Ruby on Rails Tutorial Sample App"  # Variable assignment
    if page_title.empty?                              # Boolean test
      base_title                                      # Implicit return
    else
      "#{base_title} | #{page_title}"                 # String interpolation
    end
  end
end

These elements--function definition, variable assignment, boolean tests, control flow, and string interpolation--come together to make a compact helper method for use in our site layout. The final element is module ApplicationHelper: modules give us a way to package together related methods, which can then be mixed in to Ruby classes using include. When writing ordinary Ruby, you often write modules and include them explicitly yourself, but in the case of a helper module Rails handles the inclusion for us. The result is that the full_title method is automagically available in all our views.

[4.3 Other data structures](rails-flavored-ruby.html#sec-

other_data_structures)

Although web apps are ultimately about strings, actually making those strings requires using other data structures as well. In this section, we'll learn about some Ruby data structures important for writing Rails applications.

4.3.1 Arrays and ranges

An array is just a list of elements in a particular order. We haven't discussed arrays yet in the Rails Tutorial, but understanding them gives a good foundation for understanding hashes (Section4.3.3 ) and for aspects of Rails data modeling (such as the has_many association seen in [Section2.3.3](a-demo-app.html#sec- demo_user_has_many_microposts) and covered more in [Section10.1.3](user-microposts.html#sec- user_micropost_associations)).

So far we've spent a lot of time understanding strings, and there's a natural way to get from strings to arrays using the split method:

>>  "foo bar     baz".split     # Split a string into a three-element array
=> ["foo", "bar", "baz"]

The result of this operation is an array of three strings. By default, split divides a string into an array by splitting on whitespace, but you can split on nearly anything else as well:

>> "fooxbarxbazx".split('x')
=> ["foo", "bar", "baz"]

As is conventional in most computer languages, Ruby arrays are zero-offset, which means that the first element in the array has index0, the second has index1, and so on:

>> a = [42, 8, 17]
=> [42, 8, 17]
>> a[0]               # Ruby uses square brackets for array access.
=> 42
>> a[1]
=> 8
>> a[2]
=> 17
>> a[-1]              # Indices can even be negative!
=> 17

We see here that Ruby uses square brackets to access array elements. In addition to this bracket notation, Ruby offers synonyms for some commonly accessed elements:6

>> a                  # Just a reminder of what 'a' is
=> [42, 8, 17]
>> a.first
=> 42
>> a.second
=> 8
>> a.last
=> 17
>> a.last == a[-1]    # Comparison using ==
=> true

This last line introduces the equality comparison operator ==, which Ruby shares with many other languages, along with the associated != ("not equal"), etc.:

>> x = a.length       # Like strings, arrays respond to the 'length' method.
=> 3
>> x == 3
=> true
>> x == 1
=> false
>> x != 1
=> true
>> x >= 1
=> true
>> x < 1
=> false

In addition to length (seen in the first line above), arrays respond to a wealth of other methods:

>> a
=> [42, 8, 17]
>> a.sort
=> [8, 17, 42]
>> a.reverse
=> [17, 8, 42]
>> a.shuffle
=> [17, 42, 8]
>> a
=> [42, 8, 17]

Note that none of the methods above changes a itself. To mutate the array, use the corresponding "bang" methods (so-called because the exclamation point is usually pronounced "bang" in this context):

>> a
=> [42, 8, 17]
>> a.sort!
=> [8, 17, 42]
>> a
=> [8, 17, 42]

You can also add to arrays with the push method or its equivalent operator, <<:

>> a.push(6)                  # Pushing 6 onto an array
=> [42, 8, 17, 6]
>> a << 7                     # Pushing 7 onto an array
=> [42, 8, 17, 6, 7]
>> a << "foo" << "bar"        # Chaining array pushes
=> [42, 8, 17, 6, 7, "foo", "bar"]

This last example shows that you can chain pushes together, and also that, unlike arrays in many other languages, Ruby arrays can contain a mixture of different types (in this case, integers and strings).

Before we saw split convert a string to an array. We can also go the other way with the join method:

>> a
=> [42, 8, 17, 7, "foo", "bar"]
>> a.join                       # Join on nothing
=> "428177foobar"
>> a.join(', ')                 # Join on comma-space
=> "42, 8, 17, 7, foo, bar"

Closely related to arrays are ranges, which can probably most easily be understood by converting them to arrays using the to_a method:

>> 0..9
=> 0..9
>> 0..9.to_a              # Oops, call to_a on 9
NoMethodError: undefined method `to_a' for 9:Fixnum
>> (0..9).to_a            # Use parentheses to call to_a on the range
=> [0, 1, 2, 3, 4, 5, 6, 7, 8, 9]

Though 0..9 is a valid range, the second expression above shows that we need to add parentheses to call a method on it.

Ranges are useful for pulling out array elements:

>> a = %w[foo bar baz quux]         # Use %w to make a string array.
=> ["foo", "bar", "baz", "quux"]
>> a[0..2]
=> ["foo", "bar", "baz"]

Ranges also work with characters:

>> ('a'..'e').to_a
=> ["a", "b", "c", "d", "e"]

4.3.2 Blocks

Both arrays and ranges respond to a host of methods that accept blocks, which are simultaneously one of Ruby's most powerful and most confusing features:

>> (1..5).each { |i| puts 2 * i }
2
4
6
8
10
=> 1..5

This code calls the each method on the range (1..5) and passes it the block { |i| puts 2 * i }. The vertical bars around the variable name in|i| are Ruby syntax for a block variable, and it's up to the method to know what to do with the block. In this case, the range's each method can handle a block with a single local variable, which we've calledi, and it just executes the block for each value in the range.

Curly braces are one way to indicate a block, but there is a second way as well:

>> (1..5).each do |i|
?>   puts 2 * i
>> end
2
4
6
8
10
=> 1..5

Blocks can be more than one line, and often are. In the Rails Tutorial we'll follow the common convention of using curly braces only for short one-line blocks and the do..end syntax for longer one-liners and for multi-line blocks:

>> (1..5).each do |number|
?>   puts 2 * number
>>   puts '--'
>> end
2
--
4
--
6
--
8
--
10
--
=> 1..5

Here I've used number in place ofi just to emphasize that any variable name will do.

Unless you already have a substantial programming background, there is no shortcut to understanding blocks; you just have to see them a lot, and eventually you'll get used to them.7 Luckily, humans are quite good at making generalizations from concrete examples; here are a few more, including a couple using the map method:

>> 3.times { puts "Betelgeuse!" }   # 3.times takes a block with no variables.
"Betelgeuse!"
"Betelgeuse!"
"Betelgeuse!"
=> 3
>> (1..5).map { |i| i**2 }          # The ** notation is for 'power'.
=> [1, 4, 9, 16, 25]
>> %w[a b c]                        # Recall that %w makes string arrays.
=> ["a", "b", "c"]
>> %w[a b c].map { |char| char.upcase }
=> ["A", "B", "C"]
>> %w[A B C].map { |char| char.downcase }
=> ["a", "b", "c"]

As you can see, the map method returns the result of applying the given block to each element in the array or range.

By the way, we're now in a position to understand the line of Ruby I threw into Section1.4.4 to generate random subdomains:

('a'..'z').to_a.shuffle[0..7].join

Let's build it up step-by-step:

>> ('a'..'z').to_a                     # An alphabet array
=> ["a", "b", "c", "d", "e", "f", "g", "h", "i", "j", "k", "l", "m", "n", "o",
"p", "q", "r", "s", "t", "u", "v", "w", "x", "y", "z"]
>> ('a'..'z').to_a.shuffle             # Shuffle it.
=> ["c", "g", "l", "k", "h", "z", "s", "i", "n", "d", "y", "u", "t", "j", "q",
"b", "r", "o", "f", "e", "w", "v", "m", "a", "x", "p"]
>> ('a'..'z').to_a.shuffle[0..7]       # Pull out the first eight elements.
=> ["f", "w", "i", "a", "h", "p", "c", "x"]
>> ('a'..'z').to_a.shuffle[0..7].join  # Join them together to make one string.
=> "mznpybuj"

[4.3.3 Hashes and symbols](rails-flavored-ruby.html#sec-

hashes_and_symbols)

Hashes are essentially a generalization of arrays: you can think of hashes as basically like arrays, but not limited to integer indices. (In fact, some languages, especially Perl, sometimes call hashes associative arrays for this reason.) Instead, hash indices, or keys, can be almost any object. For example, we can use strings as keys:

>> user = {}                          # {} is an empty hash.
=> {}
>> user["first_name"] = "Michael"     # Key "first_name", value "Michael"
=> "Michael"
>> user["last_name"] = "Hartl"        # Key "last_name", value "Hartl"
=> "Hartl"
>> user["first_name"]                 # Element access is like arrays.
=> "Michael"
>> user                               # A literal representation of the hash
=> {"last_name"=>"Hartl", "first_name"=>"Michael"}

Hashes are indicated with curly braces containing key-value pairs; a pair of braces with no key-value pairs--i.e., {}--is an empty hash. It's important to note that the curly braces for hashes have nothing to do with the curly braces for blocks. (Yes, this can be confusing.) Although hashes resemble arrays, one important difference is that hashes don't generally guarantee keeping their elements in a particular order.8 If order matters, use an array.

Instead of defining hashes one item at a time using square brackets, it's easy to use a literal representation with keys and values separated by=>, called a "hashrocket":

>> user = { "first_name" => "Michael", "last_name" => "Hartl" }
=> {"last_name"=>"Hartl", "first_name"=>"Michael"}

Here I've used the usual Ruby convention of putting an extra space at the two ends of the hash--a convention ignored by the console output. (Don't ask me why the spaces are conventional; probably some early influential Ruby programmer liked the look of the extra spaces, and the convention stuck.)

So far we've used strings as hash keys, but in Rails it is much more common to use symbols instead. Symbols look kind of like strings, but prefixed with a colon instead of surrounded by quotes. For example, :name is a symbol. You can think of symbols as basically strings without all the extra baggage:9

>> "name".split('')
=> ["n", "a", "m", "e"]
>> :name.split('')
NoMethodError: undefined method `split' for :name:Symbol
>> "foobar".reverse
=> "raboof"
>> :foobar.reverse
NoMethodError: undefined method `reverse' for :foobar:Symbol

Symbols are a special Ruby data type shared with very few other languages, so they may seem weird at first, but Rails uses them a lot, so you'll get used to them fast.

In terms of symbols as hash keys, we can define a user hash as follows:

>> user = { :name => "Michael Hartl", :email => "michael@example.com" }
=> {:name=>"Michael Hartl", :email=>"michael@example.com"}
>> user[:name]              # Access the value corresponding to :name.
=> "Michael Hartl"
>> user[:password]          # Access the value of an undefined key.
=> nil

We see here from the last example that the hash value for an undefined key is simply nil.

Since it's so common for hashes to use symbols as keys, Ruby1.9 supports a new syntax just for this special case:

>> h1 = { :name => "Michael Hartl", :email => "michael@example.com" }
=> {:name=>"Michael Hartl", :email=>"michael@example.com"}
>> h2 = { name: "Michael Hartl", email: "michael@example.com" }
=> {:name=>"Michael Hartl", :email=>"michael@example.com"} 
>> h1 == h2
=> true

The second syntax replaces the symbol/hashrocket combination with the name of the key followed by a colon and a value:

{ name: "Michael Hartl", email: "michael@example.com" }

This construction more closely follows the hash notation in other languages (such as JavaScript) and enjoys growing popularity in the Rails community. Both syntaxes are still in common use, so it's essential to be able to recognize them. Most hashes in the rest of this book use the new notation, which won't work with Ruby1.8.7 or earlier; if you are using an earlier version of Ruby, you will either have to upgrade to Ruby1.9 (recommended) or use the old hash notation.

Hash values can be virtually anything, even other hashes, as seen in Listing4.6.

Listing 4.6. Nested hashes.

>> params = {}        # Define a hash called 'params' (short for 'parameters').
=> {}
>> params[:user] = { name: "Michael Hartl", email: "mhartl@example.com" }
=> {:name=>"Michael Hartl", :email=>"mhartl@example.com"}
>> params
=> {:user=>{:name=>"Michael Hartl", :email=>"mhartl@example.com"}}
>>  params[:user][:email]
=> "mhartl@example.com"

These sorts of hashes-of-hashes, or nested hashes, are heavily used by Rails, as we'll see starting in [Section7.3](sign-up.html #sec-signup_failure).

As with arrays and ranges, hashes respond to the each method. For example, consider a hash named flash with keys for two conditions, :success and :error:

>> flash = { success: "It worked!", error: "It failed." }
=> {:success=>"It worked!", :error=>"It failed."}
>> flash.each do |key, value|
?>   puts "Key #{key.inspect} has value #{value.inspect}"
>> end
Key :success has value "It worked!"
Key :error has value "It failed."

Note that, while the each method for arrays takes a block with only one variable, each for hashes takes two, a key and a value. Thus, the each method for a hash iterates through the hash one key-value pair at a time.

The last example uses the useful inspect method, which returns a string with a literal representation of the object it's called on:

>> puts (1..5).to_a            # Put an array as a string.
1
2
3
4
5
>> puts (1..5).to_a.inspect    # Put a literal array.
[1, 2, 3, 4, 5]
>> puts :name, :name.inspect
name
:name
>> puts "It worked!", "It worked!".inspect
It worked!
"It worked!"

By the way, using inspect to print an object is common enough that there's a shortcut for it, the p function:

>> p :name             # Same as 'puts :name.inspect'
:name

4.3.4 CSS revisited

It's time now to revisit the line from [Listing4.1](rails- flavored-ruby.html#code-application_layout_redux) used in the layout to include the cascading style sheets:

<%= stylesheet_link_tag "application", :media => "all" %>

We are now nearly in a position to understand this. As mentioned briefly in Section4.1, Rails defines a special function to include stylesheets, and

stylesheet_link_tag "application", :media => "all"

is a call to this function. But there are two mysteries. First, where are the parentheses? In Ruby, they are optional; these two lines are equivalent:

# Parentheses on function calls are optional.
stylesheet_link_tag("application", :media => "all")
stylesheet_link_tag "application", :media => "all"

Second, the :media argument sure looks like a hash, but where are the curly braces? When hashes are the last argument in a function call, the curly braces are optional; these two lines are equivalent:

# Curly braces on final hash arguments are optional.
stylesheet_link_tag "application", { :media => "all" }
stylesheet_link_tag "application", :media => "all"

So, we see now that the line

stylesheet_link_tag "application", :media => "all"

calls the stylesheet_link_tag function with two arguments: a string, indicating the path to the stylesheet, and a hash, indicating the media type. Because of the <%= %> brackets, the results are inserted into the template by ERb, and if you view the source of the page in your browser you should see the HTML needed to include a stylesheet (Listing4.7 ). (You may see some extra things, like ?body=1, after the CSS filenames. These are inserted by Rails to ensure that browsers reload the CSS when it changes on the server.)

Listing 4.7. The HTML source produced by the CSS includes.

<link href="/assets/application.css" media="all" rel="stylesheet"
type="text/css" />

If you actually view the CSS file by navigating to http://localhost:3000/asse ts/application.css, you'll see that (apart from some comments) it is empty. We'll set about changing this in Chapter5.

4.4 Ruby classes

We've said before that everything in Ruby is an object, and in this section we'll finally get to define some of our own. Ruby, like many object-oriented languages, uses classes to organize methods; these classes are then instantiated to create objects. If you're new to object-oriented programming, this may sound like gibberish, so let's look at some concrete examples.

4.4.1 Constructors

We've seen lots of examples of using classes to instantiate objects, but we have yet to do so explicitly. For example, we instantiated a string using the double quote characters, which is a literal constructor for strings:

>> s = "foobar"       # A literal constructor for strings using double quotes
=> "foobar"
>> s.class
=> String

We see here that strings respond to the method class, and simply return the class they belong to.

Instead of using a literal constructor, we can use the equivalent named constructor, which involves calling the new method on the class name:10

>> s = String.new("foobar")   # A named constructor for a string
=> "foobar"
>> s.class
=> String
>> s == "foobar"
=> true

This is equivalent to the literal constructor, but it's more explicit about what we're doing.

Arrays work the same way as strings:

>> a = Array.new([1, 3, 2])
=> [1, 3, 2]

Hashes, in contrast, are different. While the array constructor Array.new takes an initial value for the array, Hash.new takes a default value for the hash, which is the value of the hash for a nonexistent key:

>> h = Hash.new
=> {}
>> h[:foo]            # Try to access the value for the nonexistent key :foo.
=> nil
>> h = Hash.new(0)    # Arrange for nonexistent keys to return 0 instead of nil.
=> {}
>> h[:foo]
=> 0

When a method gets called on the class itself, as in the case of new, it's called a class method. The result of calling new on a class is an object of that class, also called an instance of the class. A method called on an instance, such as length, is called an instance method.

4.4.2 Class inheritance

When learning about classes, it's useful to find out the class hierarchy using the superclass method:

>> s = String.new("foobar")
=> "foobar"
>> s.class                        # Find the class of s.
=> String
>> s.class.superclass             # Find the superclass of String.
=> Object
>> s.class.superclass.superclass  # Ruby 1.9 uses a new BasicObject base class
=> BasicObject 
>> s.class.superclass.superclass.superclass
=> nil

A diagram of this inheritance hierarchy appears in [Figure4.1](rails-flavored-ruby.html#fig- string_inheritance_ruby_1_9). We see here that the superclass of String is Object and the superclass of Object is BasicObject, but BasicObject has no superclass. This pattern is true of every Ruby object: trace back the class hierarchy far enough and every class in Ruby ultimately inherits from BasicObject, which has no superclass itself. This is the technical meaning of "everything in Ruby is an object".

!string_inheritance_ruby_1_9

Figure 4.1: The inheritance hierarchy for the String class.

To understand classes a little more deeply, there's no substitute for making one of our own. Let's make a Word class with a palindrome? method that returns true if the word is the same spelled forward and backward:

>> class Word
>>   def palindrome?(string)
>>     string == string.reverse
>>   end
>> end
=> nil

We can use it as follows:

>> w = Word.new              # Make a new Word object.
=> #<Word:0x22d0b20>
>> w.palindrome?("foobar")
=> false
>> w.palindrome?("level")
=> true

If this example strikes you as a bit contrived, good; this is by design. It's odd to create a new class just to create a method that takes a string as an argument. Since a word is a string, it's more natural to have our Word class inherit from String, as seen in Listing4.8 . (You should exit the console and re-enter it to clear out the old definition of Word.)

Listing 4.8. Defining a Word class in the console.

>> class Word < String             # Word inherits from String.
>>   # Returns true if the string is its own reverse.
>>   def palindrome?
>>     self == self.reverse        # self is the string itself.
>>   end
>> end
=> nil

Here Word < String is the Ruby syntax for inheritance (discussed briefly in [Section3.1.2](static-pages.html#sec- static_pages_with_rails)), which ensures that, in addition to the new palindrome? method, words also have all the same methods as strings:

>> s = Word.new("level")    # Make a new Word, initialized with "level".
=> "level"                  
>> s.palindrome?            # Words have the palindrome? method.
=> true                     
>> s.length                 # Words also inherit all the normal string methods.
=> 5

Since the Word class inherits from String, we can use the console to see the class hierarchy explicitly:

>> s.class
=> Word
>> s.class.superclass
=> String
>> s.class.superclass.superclass
=> Object

This hierarchy is illustrated in [Figure4.2](rails- flavored-ruby.html#fig-word_inheritance_ruby_1_9).

!word_inheritance_ruby_1_9

Figure 4.2: The inheritance hierarchy for the (non-built-in) Word class from Listing4.8.

In Listing4.8, note that checking that the word is its own reverse involves accessing the word inside the Word class. Ruby allows us to do this using the self keyword: inside the Word class, self is the object itself, which means we can use

self == self.reverse

to check if the word is a palindrome.11

[4.4.3 Modifying built-in classes](rails-flavored-ruby.html#sec-

modifying_built_in_classes)

While inheritance is a powerful idea, in the case of palindromes it might be even more natural to add the palindrome? method to the String class itself, so that (among other things) we can call palindrome? on a string literal, which we currently can't do:

>> "level".palindrome?
NoMethodError: undefined method `palindrome?' for "level":String

Somewhat amazingly, Ruby lets you do just this; Ruby classes can be opened and modified, allowing ordinary mortals such as ourselves to add methods to them:12

>> class String
>>   # Returns true if the string is its own reverse.
>>   def palindrome?
>>     self == self.reverse
>>   end
>> end
=> nil
>> "deified".palindrome?
=> true

(I don't know which is cooler: that Ruby lets you add methods to built-in classes, or that "deified" is a palindrome.)

Modifying built-in classes is a powerful technique, but with great power comes great responsibility, and it's considered bad form to add methods to built-in classes without having a really good reason for doing so. Rails does have some good reasons; for example, in web applications we often want to prevent variables from being blank--e.g., a user's name should be something other than spaces and other whitespace--so Rails adds a blank? method to Ruby. Since the Rails console automatically includes the Rails extensions, we can see an example here (this won't work in plain irb):

>> "".blank?
=> true
>> "      ".empty?
=> false
>> "      ".blank?
=> true
>> nil.blank?
=> true

We see that a string of spaces is not empty, but it is blank. Note also that nil is blank; since nil isn't a string, this is a hint that Rails actually adds blank? to String's base class, which (as we saw at the beginning of this section) is Object itself. We'll see some other examples of Rails additions to Ruby classes in [Section8.2.1](sign- in-sign-out.html#sec-remember_me).

[4.4.4 A controller class](rails-flavored-ruby.html#sec-

a_controller_class)

All this talk about classes and inheritance may have triggered a flash of recognition, because we have seen both before, in the StaticPages controller ([Listing3.15](static-pages.html#code- adding_the_about_page)):

class StaticPagesController < ApplicationController

  def home
  end

  def help
  end

  def about
  end
end

You're now in a position to appreciate, at least vaguely, what this code means: StaticPagesController is a class that inherits from ApplicationController, and comes equipped with home, help, and about methods. Since each Rails console session loads the local Rails environment, we can even create a controller explicitly and examine its class hierarchy:13

>> controller = StaticPagesController.new
=> #<StaticPagesController:0x22855d0>
>> controller.class
=> StaticPagesController
>> controller.class.superclass
=> ApplicationController
>> controller.class.superclass.superclass
=> ActionController::Base
>> controller.class.superclass.superclass.superclass
=> ActionController::Metal
>> controller.class.superclass.superclass.superclass.superclass
=> AbstractController::Base
>> controller.class.superclass.superclass.superclass.superclass.superclass
=> Object

A diagram of this hierarchy appears in [Figure4.3](rails- flavored-ruby.html#fig-static_pages_controller_inheritance).

![static_pages_controller_inheritance](images/figures/static_pages_controller_ inheritance.png)

Figure 4.3: The inheritance hierarchy for the StaticPages controller.

We can even call the controller actions inside the console, which are just methods:

>> controller.home
=> nil

Here the return value is nil because the home action is blank.

But wait--actions don't have return values, at least not ones that matter. The point of the home action, as we saw in [Chapter3](static- pages.html#top), is to render a web page, not to return a value. And I sure don't remember ever calling StaticPagesController.new anywhere. What's going on?

What's going on is that Rails is written in Ruby, but Rails isn't Ruby. Some Rails classes are used like ordinary Ruby objects, but some are just grist for Rails' magic mill. Rails is sui generis, and should be studied and understood separately from Ruby. This is why, if your principal programming interest is writing web applications, I recommend learning Rails first, then learning Ruby, then looping back to Rails.

4.4.5 A user class

We end our tour of Ruby with a complete class of our own, a User class that anticipates the User model coming up in Chapter6 .

So far we've entered class definitions at the console, but this quickly becomes tiresome; instead, create the file example_user.rb in your application root directory and fill it with the contents of Listing4.9.

Listing 4.9. Code for an example user.

example_user.rb

class User
  attr_accessor :name, :email

  def initialize(attributes = {})
    @name  = attributes[:name]
    @email = attributes[:email]
  end

  def formatted_email
    "#{@name} <#{@email}>"
  end
end

There's quite a bit going on here, so let's take it step by step. The first line,

  attr_accessor :name, :email

creates attribute accessors corresponding to a user's name and email address. This creates "getter" and "setter" methods that allow us to retrieve (get) and assign (set) @name and @email instance variables, which were mentioned briefly in [Section2.2.2](a-demo-app.html#sec- mvc_in_action). In Rails, the principal importance of instance variables is that they are automatically available in the views, but in general they are used for variables that need to be available throughout a Ruby class. (We'll have more to say about this in a moment.) Instance variables always begin with an@ sign, and are nil when undefined.

The first method, initialize, is special in Ruby: it's the method called when we execute User.new. This particular initialize takes one argument, attributes:

  def initialize(attributes = {})
    @name  = attributes[:name]
    @email = attributes[:email]
  end

Here the attributes variable has a default value equal to the empty hash, so that we can define a user with no name or email address (recall from [Section4.3.3](rails-flavored-ruby.html#sec- hashes_and_symbols) that hashes return nil for nonexistent keys, so attributes[:name] will be nil if there is no :name key, and similarly for attributes[:email]).

Finally, our class defines a method called formatted_email that uses the values of the assigned @name and @email variables to build up a nicely formatted version of the user's email address using string interpolation (Section4.2.2:

  def formatted_email
    "#{@name} <#{@email}>"
  end

Because @name and @email are both instance variables (as indicated with the@ sign), they are automatically available in the formatted_email method.

Let's fire up the console, require the example user code, and take our User class out for a spin:

>> require './example_user'     # This is how you load the example_user code.
=> ["User"]
>> example = User.new
=> #<User:0x224ceec @email=nil, @name=nil>
>> example.name                 # nil since attributes[:name] is nil
=> nil
>> example.name = "Example User"           # Assign a non-nil name
=> "Example User"
>> example.email = "user@example.com"      # and a non-nil email address
=> "user@example.com"
>> example.formatted_email
=> "Example User <user@example.com>"

Here the '.' is Unix for "current directory", and './example_user' tells Ruby to look for an example user file relative to that location. The subsequent code creates an empty example user and then fills in the name and email address by assigning directly to the corresponding attributes (assignments made possible by the attr_accessor line in Listing4.9. When we write

example.name = "Example User"

Ruby is setting the @name variable to "Example User" (and similarly for the email attribute), which we then use in the formatted_email method.

Recalling from [Section4.3.4](rails-flavored-ruby.html#sec- css_revisited) we can omit the curly braces for final hash arguments, we can create another user by passing a hash to the initialize method to create a user with pre-defined attributes:

>> user = User.new(name: "Michael Hartl", email: "mhartl@example.com")
=> #<User:0x225167c @email="mhartl@example.com", @name="Michael Hartl">
>> user.formatted_email
=> "Michael Hartl <mhartl@example.com>"

We will see starting in Chapter7 that initializing objects using a hash argument, a technique known as mass assignment, is common in Rails applications.

4.5 Conclusion

This concludes our overview of the Ruby language. In Chapter5, we'll start putting it to good use in developing the sample application.

We won't be using the example_user.rb file from Section4.4.5, so I suggest removing it:

$ rm example_user.rb

Then commit the other changes to the main source code repository:

$ git add .
$ git commit -m "Add a full_title helper"

4.6 Exercises

  1. By replacing the question marks in Listing4.10 with the appropriate methods, combine split, shuffle, and join to write a function that shuffles the letters in a given string.
  2. Using Listing4.11 as a guide, add a shuffle method to the String class.
  3. Create three hashes called person1, person2, and person3, with first and last names under the keys :first and :last. Then create a params hash so that params[:father] is person1, params[:mother] is person2, and params[:child] is person3. Verify that, for example, params[:father][:first] has the right value.
  4. Find an online version of the Ruby API and read about the Hash method merge.
  5. Follow the Ruby Koans14 to reach Ruby enlightenment.

Listing 4.10. Skeleton for a string shuffle function.

>> def string_shuffle(s)
>>   s.split('').?.?
>> end
=> nil
>> string_shuffle("foobar")

Listing 4.11. Skeleton for a shuffle method attached to the String class.

>> class String
>>   def shuffle
>>     self.split('').?.?
>>   end
>> end
=> nil
>> "foobar".shuffle

«Chapter 3 Mostly static pages [ Chapter 5 Filling in the layout» ](filling-in-the- layout.html#top)

  1. If a helper is specific to a particular controller, you should put it in the corresponding helper file; for example, helpers for the StaticPages controller generally go in app/helpers/static_pages_helper.rb. In our case, we expect the full_title helper to be used on all the site's pages, and Rails has a special helper file for this case: app/helpers/application_helper.rb.↑
  2. For more on the origins of "foo" and "bar"--and, in particular, the possible non-relation of "foobar" to "FUBAR"--see the Jargon File entry on "foo".↑
  3. Programmers familiar with Perl or PHP should compare this to the automatic interpolation of dollar sign variables in expressions like "foo $bar".↑
  4. Apologies in advance for switching haphazardly between function and method throughout this chapter; in Ruby, they're the same thing: all methods are functions, and all functions are methods, because everything is an object.↑
  5. Well, there will still be one thing left that we don't understand, which is how Rails ties this all together: mapping URIs to actions, making the full_title helper available in views, etc. This is an interesting subject, and I encourage you to investigate it further, but knowing exactly how Rails works is not necessary when using Rails. (For a deeper understanding, I recommend _The Rails3 Way_↑
  6. The second method used here isn't currently part of Ruby itself, but rather is added by Rails. It works in this case because the Rails console automatically includes the Rails extensions to Ruby.↑
  7. Programming experts, on the other hand, might benefit from knowing that blocks are closures, which are one-shot anonymous functions with data attached.↑
  8. Ruby 1.9 actually guarantees that hashes keep their elements in the same order entered, but it would be unwise ever to count on a particular ordering.↑
  9. As a result of having less baggage, symbols are easier to compare to each other; strings need to be compared character by character, while symbols can be compared all in one go. This makes them ideal for use as hash keys.↑
  10. These results will vary based on the version of Ruby you are using. This example assumes you are using Ruby1.9.3.↑
  11. For more on Ruby classes and the self keyword, see the RailsTips](http://railstips.org/) post "[Class and Instance Variables in Ruby".↑
  12. For those familiar with JavaScript, this functionality is comparable to using a built-in class prototype object to augment the class. (Thanks to reader Erik Eldridge↑
  13. You don't have to know what each class in this hierarchy does. I don't know what they all do, and I've been programming in Ruby on Rails since 2005. This means either that (a) I'm grossly incompetent or (b) you can be a skilled Rails developer without knowing all its innards. I hope for both our sakes that it's the latter.↑
  14. http://rubykoans.com/↑