(Rails has a method ActiveRecord::Relation#merge that can merge ActiveRecord scopes. However, its behavior has never been clear, and in Rails 7 it still discards conditions on the same column by the last condition. We discourage using #merge!)

The best way to merge ActiveRecord scopes is using a subquery:

scope_a.where(id: scope_b)

It is a little less concise than #merge, but unambiguous.

Example

Assume a model where a deal has many documents:

class Deal < ApplicationRecord
  has_many :...

Every Rails response has a default ETag header. In theory this would enable caching for multiple requests to the same resource. Unfortunately the default ETags produced by Rails are effectively random, meaning they can never match a future request.

Understanding ETags

When your Rails app responds with ETag headers, future requests to the same URL can be answered with an empty response if the underlying content ha...

At makandra, we've built a few gems over the years. Some of these are quite popular: spreewald (> 1M downloads), active_type (> 1M downloads), and geordi (> 200k downloads)

Developing a Ruby gem is different from developing Rails applications, with the biggest difference: there is no Rails. This means:

• no defined structure (neither for code nor directories)
• no autoloading of classes, i.e. you need to require all files yourself
• no active_support niceties

Also, their scope...

TL;DR When using Cache-Control on a Rails application, make sure the Vary: Accept header is set.

Proxy caching is a good feature to serve your publicly visible application content faster and reduce load on your servers. It is e.g. available in nginx, but also affects proxies delivered by ISPs.

Unfortunately, there is a little problem in Rails < 6.1 when delivering responses for different MIME-types. Say you have an arbitrary route in your Rails application that is able to respond with regular HTML and JSON. By sending the specific ...

This card shows how to upgrade a Rails 2 application from Rails 2.3.8 through every single patch level up to 2.3.18, and then, hopefully, Rails LTS.

2.3.8 to 2.3.9

This release has many minor changes and fixes to prepare your application for Rails 3.

Step-by-step upgrade instructions:

0. Upgrade rails gem
1. Change your environment.rb so it says RAILS_GEM_VERSION = '2.3.9'
2. Change your ...

Sometimes you want to find the inverse of an ActiveRecord scope. Depending on what you want to achieve, this is quite easy with Rails 7, and a bit more complicated with Rails 6 and below, or when the inverse scope may contain NULL values. [1]

There are two different ways of "inverting a scope":

As an example, consider the following model.

class User < ApplicationRecord
  scope :admins, -> { where(role: ['admin', 'superuser']) }
  # ...
end

Mathematical NOT

You know this one from basic set theory. It proces the "complementa...

Rails gives you migrations to change your database schema with simple commands like add_column or update.
Unfortunately these commands are simply not expressive enough to handle complex cases.

This card outlines three different techniques you can use to describe nontrivial migrations in Rails / ActiveRecord.

Note that the techniques below should serve you well for tables with many thousand rows. Once your database tables grows to millions of rows, migration performance becomes an iss...

Nowadays it is fairly easy to intercept and modify mails globally before they are sent. All you have to do is register an interceptor class which responds to .delivering_email(message). This card will show you two common use cases.

Subject prefix:

Usually you want to prefix the subject line of emails with the current environment (except production) so you can differentiate between production mails and mails from other environments. Of course a...

1. Saving files to a directory that is not shared between deploys or servers

If you save your uploads to a made up directory like "RAILS_ROOT/uploads", this directory goes away after every deploy (since every release gets a new). Also this directory is not shared between multiple application servers, so your uploads are randomly saved to one local filesystem or another. Fixing this afterwards is a lot of fun.

Only two folders are, by default, shared between our application servers and deployments: "RAILS_ROOT/storage" and `"RAILS...

Whenever you create a table from a database migration, remember to add updated_at and created_at timestamps to that table. Without those timestamps, investigating future bug reports will be hell. Always have timestamps.

Adding timestamps to new tables

When you create a table using create_table, you can add timestamps by using the timestamps shortcut:

class CreateEpisode < ActiveRecord::Migration
  def change
    create_table :episodes do |t|
      t.string :name
      t.timestam...

General

Programatically invoke Rails generators

Require the generator, instantiate it and invoke it (because generators are Thor::Groups, you need to invoke them with invoke_all). Example:

 require 'generators/wheelie/haml/haml_generator'
 Generators::HamlGenerator.new('argument').invoke_all

Other ways: Rails invokes its generators with Rails::Generators.invoke ARGV.shift, ARGV. From inside a Rails generator, you may call the [inherited Thor method invoke(args=[], options={}, config={})](https://github...

Note: Modern Rails has two build pipelines, the asset pipeline (or "Sprockets") and Webpacker. The principles below apply for both, but the examples shown are for Sprockets.

Every page in your application uses many assets, such as images, javascripts and stylesheets. Without your intervention, the browser will request these assets again and again on every request. There is no magic in Rails that gives you automatic caching for assets. In fact, if you haven't been paying attention to this, your application is probabl...

The new params.expect method in Rails 8 improves parameter filtering, addressing issues with malformed input and enhancing security. It provides a cleaner, more explicit way to enforce the structure and types of incoming parameters.

What changed

• Replaces require and permit: Combines both methods for concise parameter validation.
• Explicit Array Handling: Requires double array syntax to define arrays of hashes, improving clarity.
• Enhanced Validation: Ensures expected parameter structure, rejecting malformed input wi...

You can use the config.x configuration in combination with config_for to configure global settings for your Rails 4.2+ application.

Example

In your config/application.rb assign the settings from e.g. config/settings.yml as follows:

module FooApplication
  class Application < Rails::Application
    config.x.settings = config_for(:settings)
  end
end

The config/settings.yml might look as follows:

shared: &shared
  email: info@example.com
...

Method delegation in Rails can help you to keep your code organized and avoid deep call chains (law of demeter) by forwarding calls from one object to another. Rails provides several ways to accomplish this. Below is a concise overview of the most common approaches:

Single-Method delegation with delegate

Use the built-in delegate method from ActiveSupport to forward specific methods:

class User < ApplicationRecord
  has_one :profile

  delegate :full_name, :age, to: :profile, prefix: true
end

• `delegate: full_name, :age...

validates_uniqueness_of is not sufficient to ensure the uniqueness of a value. The reason for this is that in production, multiple worker processes can cause race conditions:

1. Two concurrent requests try to create a user with the same name (and we want user names to be unique)
2. The requests are accepted on the server by two worker processes who will now process them in parallel
3. Both requests scan the users table and see that the name is available
4. Both requests pass validation and create a user with the seemingly available name...

ActiveModel classes have a class method .human_attribute_name. This returns a human-readable form of the attribute:

Person.human_attribute_name(:first_name) # => "First name"

By default Rails will use String#humanize to format the attribute name, e.g. by replacing underscores with spaces and capitalizing the first word. You can configure different translation in your I18n locales, e.g. in config/locales/en.yml:

en:
  activerecord:
    attributes...

Rails middlewares are small code pieces that wrap requests to the application. The first middleware gets passed the request, invokes the next, and so on. Finally, the application is invoked, builds a response and passes it back to the last middleware. Each middleware now returns the response until the request is answered. Think of it like Russian Dolls, where each middleware is a doll and the application is the innermost item.

You can run rake middleware to get the ordered list of used middlewares in a Rails application:

$> rake midd...

This card explains how to generate an entity relationship diagram for your Rails application.
We also show how to limit your ERD to a subset of models, e.g. models inside a namespace.

Generating a full ERD

Option A: RubyMine

1. Right-click anywhere in your project tree
2. In the context menu, find the "Diagrams" menu item at/near the bottom
3. Inside, choose "Show diagram" → "Rails Model Dependency Diagram"
4. A new tab will open with the diagram inside. You can modify it there, and export it as an image.

Option B: Use rails-e...

When dealing with time zones in Rails, there is one key fact to keep in mind:

Rails has configurable time zones, while
Ruby is always in the server's time zone

Thus, using Ruby's time API will give you wrong results for different time zones.

"Without" time zones

You can not actually disable time zones, because their existence is a fact. You can, however, tell Rails the only single time zone you'll need is the server's.

config.time_zone = "Berlin" # Local time zone
config.active_record.default_timezone = :loca...

This card describes four variants, that add a more intuitive workflow when working with nested attributes in Rails + Unpoly:

1. Without JS
2. With HTML template and JS
3. With HTML template and JS using dynamic Unpoly templates
4. Adding Records via XHR and JS

Example

For the following examples we use a simple data model where a user has zero or more tasks.

Rails migrations allow you to use a change method whose calls are automatically inverted for the down path. However, if you need to some path-specific logic (like SQL UPDATE statements) you can not define up and down methods at the same time.

If you were to define define all 3 of them, Rails would only run change and ignore up and down. However, Rails 4+ features a helper method called reversible:

class MyMigration < ActiveRecord::Migration

  def cha...

When an AJAX request raises an exception on the server, Rails will show a minimal error page with only basic information. Because all Unpoly updates work using AJAX requests, you won't get the more detailled better_errors page with the interactive REPL.

Below is an event listener that automatically repeats the request as a full-page load if your development error shows an error page. This means you get...

A Rails script lives in lib/scripts and is run with bin/rails runner lib/scripts/.... They are a simple tool to perform some one-time actions on your Rails application. A Rails script has a few advantages over pasting some prepared code into a Rails console:

• Version control
• Part of the repository, so you can build on previous scripts for a similar task
• You can have tests (see below)

Although not part of the application, your script is code and should adhere to the common quality standards (e.g. no spaghetti code). However, a script...