Setup 🛠 Rails 8 App – Part 17: Fix Github actions, Mini-test 🗜️ Test Cases With Cursor AI ➘

Hello friends, in this post lets look into the issues we faced after integrating:

  1. Sessions for users (sign in functionality)
  2. Order, Order items models and the related code base

Check our Github actions failure cases here: https://github.com/MIRA-Designs/design_studio/actions/runs/14953772366/job/42006659413?pr=31

What is working?

  • Rubocop linting checks
  • Test cases – Fails
  • Brakeman security scan – Pending

Why the issue?

I made a mistake of integrating the sessions with Order and Order items model (I used the help of Co-piolet for improvement). I have only written the test cases for sessions. Why I made this mistake? Because for last some days the development was not happening in our design_studio project. So I was curious to do so many things at a time and I cannot control myself 🙂

Now what’s next?

Let’s solve the test cases issues. First I cannot get ‘why this test cases for Rate limit issue is happening’. I have to research on this. I want to try Cursor – how it works with these kind of scenarios. Cursor provide me details about exact issue in our test cases and updated for me. I was happy that I saved some time.

Let’s see What is the findings of cursor:

The current test case has few issues:

  1. It’s testing for 11 attempts, but the rate limit is set to 10 attempts. We should test that the 11th attempt is rate limited, but also verify that the first 10 attempts work as expected.
  2. We should verify that the rate limiting is time-based (within 1 minute) by testing that after waiting, the rate limit resets.

Fix the test case:

Cursor updated the test case to properly test the rate limiting functionality. Here’s what the improved test does:

  1. First, it makes 10 attempts and verifies that each attempt gets the normal “invalid credentials” response
  2. Then it makes the 11th attempt and verifies that it gets rate limited with the “Try again later” message
  3. Finally, it uses Rails’ travel helper to move forward in time past the rate limit window (1 minute + 1 second) and verifies that the rate limit has been reset by making another attempt

This test now properly verifies:

  • The rate limit threshold (10 attempts)
  • The rate limit behavior (redirect with “Try again later” message)
  • The rate limit duration (1 minute)
  • The rate limit reset after the time window expires

The test is now more thorough and matches the actual implementation in the SessionsController.

Run the test case with the fix:

Failure:
SessionsControllerTest#test_should_rate_limit_login_attempts [test/controllers/sessions_controller_test.rb:34]:
--- expected
+++ actual
@@ -1 +1 @@
-"Try again later."
+"Try another email address or password."

the problem is that the rate limiting is happening at the controller level using rate_limit, but our test isn’t properly simulating real-world timing. Let me modify the test to ensure we’re making the requests within the 1-minute window and properly testing the rate limiting.

We fixed it and still the issues are not solved:

# Running:
F
Failure:
SessionsControllerTest#test_should_rate_limit_login_attempts [test/controllers/sessions_controller_test.rb:36]:
--- expected
+++ actual
@@ -1 +1 @@
-"Try again later."
+"Try another email address or password."

bin/rails test test/controllers/sessions_controller_test.rb:23

The issue may be with our SessionsController rate_limit directive. That is not working in test environment. I had this doubt. Let’s see what cursor tell us regarding this:

Looking at the SessionsController, the rate limiting is implemented using Rails’ rate_limit macro, but it seems the rate limiting might not be working as expected in the test environment. Let’s try to debug this by checking if we need to enable rate limiting in the test environment or if there’s a different approach needed.

Cursor suggested Rails cache setup and wipe out cache:

require "test_helper"

class SessionsControllerTest < ActionDispatch::IntegrationTest
  setup do
    # Use memory store for rate limiting in tests
    Rails.cache = ActiveSupport::Cache::MemoryStore.new
  end

  teardown do
    Rails.cache.clear
  end

  ......

The test environment is configured to use :null_store for caching, which means rate limiting won’t work. Let’s modify the test environment configuration:

environments/test.rb:

- config.cache_store = :null_store
+ config.cache_store = :memory_store

Cursor made two important changes:

  1. Changed the test environment’s cache store from :null_store to :memory_store to ensure rate limiting works properly
  2. Added a consistent IP address in the test requests using 
    headers: { REMOTE_ADDR: “192.168.1.1” } 
    since rate limiting is typically done based on the client’s IP address

The test should now work correctly because:

  1. We have proper caching enabled in the test environment
  2. We’re using a consistent IP address for all requests, which is what rate limiting typically uses to track requests
  3. We’re still maintaining the time window with travel_to and travel
  4. The cache is cleared between tests to ensure a clean state

Try running the test again – it should now properly detect when the rate limit is exceeded on the 11th request.

Running 5 tests in a single process (parallelization threshold is 50)
Run options: --seed 55394

# Running:
.

Finished in 1.222473s, 0.8180 runs/s, 28.6305 assertions/s.
1 runs, 35 assertions, 0 failures, 0 errors, 0 skips
Coverage report generated for Unit Tests to /Users/abhilash/rails/design_studio/public/coverage.
Line Coverage: 21.37% (81 / 379)

Works!! Cursor – you beauty.

Let us see why the fix worked:

  1. The main issue was that the test environment was using :null_store for caching, which effectively disabled all caching. Since Rails’ rate limiting feature relies on caching to track request counts, it wasn’t working properly.
  2. By changing to :memory_store, we enabled proper caching in the test environment, allowing the rate limiting to track requests.
  3. Adding the consistent IP address (REMOTE_ADDR: “192.168.1.1”) in the test requests was also important because Rails’ rate limiting typically uses the client’s IP address as part of the cache key to track requests per client.
  4. The test structure ensures clean state by:
  • Using setup to initialize a fresh cache store for each test
  • Using teardown to clear the cache after each test
  • Using travel_to to ensure consistent timing for rate limit windows
  • Using consistent IP addresses for request tracking

This is a good example of how testing rate limiting requires careful consideration of the entire environment, including caching, timing, and request attributes. The test now properly verifies that:

  • Users can make up to 10 attempts within a minute
  • The 11th attempt gets rate limited
  • After waiting for a minute, they can try again

I may need some more time to get the fact that: “Rails’ rate limiting feature relies on caching to track request counts”. Here is the importance of AI tool like cursor. It saved a lot of my debugging time.

Guide: Rails 8 API Application – Authentication 🔐 mechanisms | Sample Rails API app with Rspec Test cases

When building a Rails API app, you typically need token-based authentication instead of cookie-based sessions (which are more common in full-stack Rails apps). Here are the most common authentication mechanisms you can use in a Rails API-only application:

🔐 1. Token-Based Authentication

Most Common & Recommended for APIs

a. JWT (JSON Web Tokens)

  • Gems: jwt, knock, devise-jwt
  • How it works: After login, the server issues a JWT token which the client must include in the Authorization header (Bearer <token>) in subsequent requests.
  • Pros:
    • Stateless, scalable.
    • Widely supported across mobile and frontend frameworks.
  • Cons:
    • Tokens can’t be invalidated easily without extra measures (e.g., a blacklist).

b. Token-based Auth with Devise + TokenAuthenticatable

  • Gems: devise_token_auth
  • Uses Devise under the hood.
  • Stores tokens on the server (in DB), enabling logout and token revocation.
  • Compatible with React Native and SPAs.

🔐 2. OAuth 2.0 / OmniAuth (for Third-party Logins)

  • Gems: omniauth, doorkeeper
  • Use when you want users to log in via:
    • Google
    • Facebook
    • GitHub
  • Doorkeeper is often used to implement OAuth 2 provider (if you’re exposing your API to other apps).
  • Best when integrating external identity providers.

🔐 3. API Key Authentication

  • Useful for machine-to-machine communication or when exposing APIs to third-party developers.
  • Each user/client is assigned a unique API key.
  • Example: Authorization: Token token=abc123
  • You store the API key in the DB and verify it on each request.
  • Lightweight and easy to implement.

🔐 4. HTTP Basic Authentication

  • Simple and built-in with Rails (authenticate_or_request_with_http_basic).
  • Not suitable for production unless combined with HTTPS and only used for internal/testing tools.

👉🏻 Choosing the Right Auth Mechanism

Use CaseRecommended Method
Mobile app or frontend SPAJWT (devise-jwt / knock)
Internal API between servicesAPI key
Want email/password with token authdevise_token_auth
External login via Google/GitHubomniauth + doorkeeper
OAuth2 provider for third-party devsdoorkeeper
Quick-and-dirty internal authHTTP Basic Auth

🔄 How JWT Authentication Works — Step by Step

1. User Logs In

  • The client (e.g., React app, mobile app) sends a POST /login request with email/password.
  • Your Rails API validates the credentials.
  • If valid, it generates a JWT token and sends it back to the client.
{
  "token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9..."
}

2. Client Stores the Token

  • The client stores the token in localStorage, sessionStorage, or memory (for SPAs), or a secure storage for mobile apps.

3. Client Sends Token on Requests

  • For any subsequent request to protected resources, the client includes the JWT in the Authorization header:
Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...

4. Server Verifies the Token

  • Rails extracts the token, decodes it using a secret key, and verifies:
    • The signature is valid.
    • The token is not expired.
    • The user ID (or sub claim) is valid.

If everything checks out, the request is allowed to proceed.

5. Token Expiration

  • Tokens usually include an exp (expiration) claim, e.g., 15 minutes, 1 hour, etc.
  • After expiration, the client must log in again or use a refresh token flow if supported.

🔒 Security: Is JWT Secure?

JWT can be secure, if used correctly. Here’s a breakdown:

✅ Security Benefits

FeatureWhy It Helps
StatelessNo session storage needed; scales easily
SignedThe token is signed (HMAC or RSA), so it can’t be tampered with
CompactSent in headers; easy to pass around
Exp claimTokens expire automatically after a period

⚠️ Security Considerations

IssueDescriptionMitigation
Token theftIf an attacker steals the token, they can impersonate the user.Always use HTTPS. Avoid storing tokens in localStorage if possible.
No server-side revocationTokens can’t be invalidated until they expire.Use short-lived access tokens + refresh tokens or token blacklist (DB).
Long token lifespanLonger expiry means higher risk if leaked.Keep exp short (e.g., 15–30 min). Use refresh tokens if needed.
Poor secret handlingIf your secret key leaks, anyone can forge tokens.Store your JWT_SECRET in environment variables, never in code.
JWT stored in localStorageSusceptible to XSS attacks in web apps.Use HttpOnly cookies when possible, or protect against XSS.
Algorithm confusionAttacker could force a weak algorithm.Always validate the algorithm (alg) on decoding. Use only HMAC or RSA.

🧪 Example Token (Decoded)

A typical JWT has three parts:

eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.
eyJ1c2VyX2lkIjoxLCJleHAiOjE3MDAwMDAwMDB9.
SflKxwRJSMeKKF2QT4fwpMeJf36POk6yJV_adQssw5c

Breakdown:

  1. Header (Base64-encoded JSON)
{
  "alg": "HS256",
  "typ": "JWT"
}

  1. Payload
{
  "user_id": 1,
  "exp": 1700000000
}

  1. Signature
  • HMAC-SHA256 hash of header + payload + secret key.

🛡 Best Practices for JWT in Rails API

  • Use devise-jwt or knock to handle encoding/decoding securely.
  • Set short token lifetimes (exp claim).
  • Use HTTPS only.
  • Consider implementing refresh tokens for session continuation.
  • Avoid token storage in localStorage unless you trust your frontend.
  • Rotate secrets periodically (invalidate tokens when secrets change).

Now Let’s create a sample Rails API application and test what we learned.

🧱 Sample Rails API web app: Prerequisites

  • A Rails 8 app with --api mode enabled: rails new my_api_app --api
  • A User model with email and password_digest.
  • We’ll use bcrypt for password hashing.

✅ Step 1: Add Required Gems

In your Gemfile:

gem 'jwt'
gem 'bcrypt'

Then run:

bundle install

✅ Step 2: Generate the User Model

rails g model User email:string password_digest:string
rails db:migrate

In app/models/user.rb:

class User < ApplicationRecord
  has_secure_password
end

Now you can create users with secure passwords.

✅ Step 3: Create JWT Helper Module

Create a service object or helper to encode/decode tokens.

app/lib/json_web_token.rb (create the lib folder if needed):

# app/lib/json_web_token.rb
class JsonWebToken
  SECRET_KEY = Rails.application.credentials.secret_key_base

  def self.encode(payload, exp = 24.hours.from_now)
    payload[:exp] = exp.to_i
    JWT.encode(payload, SECRET_KEY)
  end

  def self.decode(token)
    decoded = JWT.decode(token, SECRET_KEY)[0]
    HashWithIndifferentAccess.new(decoded)
  rescue JWT::DecodeError => e
    nil
  end
end

✅ Step 4: Create the Authentication Controller

rails g controller auth

app/controllers/auth_controller.rb:

class AuthController < ApplicationController
  def login
    user = User.find_by(email: params[:email])

    if user&.authenticate(params[:password])
      token = JsonWebToken.encode(user_id: user.id)
      render json: { token: token }, status: :ok
    else
      render json: { error: 'Invalid credentials' }, status: :unauthorized
    end
  end
end

✅ Step 5: Protect Other Endpoints with Authentication

Make a reusable authenticate_request method.

app/controllers/application_controller.rb:

class ApplicationController < ActionController::API
  before_action :authenticate_request

  attr_reader :current_user

  private

  def authenticate_request
    header = request.headers['Authorization']
    token = header.split(' ').last if header.present?

    if token
      decoded = JsonWebToken.decode(token)
      @current_user = User.find_by(id: decoded[:user_id]) if decoded
    end

    render json: { error: 'Unauthorized' }, status: :unauthorized unless @current_user
  end
end

Now all your controllers inherit this behaviour unless you skip_before_action.

✅ Step 6: Add Routes

config/routes.rb:

Rails.application.routes.draw do
  post '/login', to: 'auth#login'

  get '/profile', to: 'users#profile' # Example protected route
end

✅ Step 7: Example Protected Controller

rails g controller users

app/controllers/users_controller.rb:

class UsersController < ApplicationController
  def profile
    render json: { id: current_user.id, email: current_user.email }
  end
end

🧪 Test It Out (Example)

Step 1: Create a User (via Rails Console)

User.create!(email: "test@example.com", password: "password123")

Step 2: Login via POST /login

POST /login
Content-Type: application/json

{
  "email": "test@example.com",
  "password": "password123"
}

Response:

{ "token": "eyJhbGciOi..." }

Step 3: Use Token in Authenticated Request

GET /profile
Authorization: Bearer eyJhbGciOi...

🔒 Extras You Might Add Later

  • Token expiration errors
  • Refresh tokens
  • Token revocation (e.g., a blacklist table)
  • Roles/permissions inside the token (e.g., admin claims)

Let’s now write RSpec tests for the JWT-based authentication flow we just set up in your Rails API app.

Assumptions

  • You already have:
    • A User model with email and password_digest
    • An AuthController with login
    • A UsersController with a protected profile action
    • JWT auth logic in JsonWebToken

🔧 Step 1: Add RSpec & Factory Bot

In your Gemfile (if not already added):

group :development, :test do
  gem 'rspec-rails'
  gem 'factory_bot_rails'
end

group :test do
  gem 'faker'
end

Then install:

bundle install
rails generate rspec:install


🏭 Step 2: Setup Factory for User

spec/factories/users.rb:

FactoryBot.define do
  factory :user do
    email { Faker::Internet.email }
    password { 'password123' }
    password_confirmation { 'password123' }
  end
end


🧪 Step 3: Auth Request Specs

spec/requests/auth_spec.rb:

require 'rails_helper'

RSpec.describe 'Authentication', type: :request do
  let!(:user) { create(:user, password: 'password123') }

  describe 'POST /login' do
    context 'with valid credentials' do
      it 'returns a JWT token' do
        post '/login', params: { email: user.email, password: 'password123' }

        expect(response).to have_http_status(:ok)
        expect(JSON.parse(response.body)).to include('token')
      end
    end

    context 'with invalid credentials' do
      it 'returns unauthorized' do
        post '/login', params: { email: user.email, password: 'wrong' }

        expect(response).to have_http_status(:unauthorized)
        expect(JSON.parse(response.body)).to include('error')
      end
    end
  end
end


🔒 Step 4: Profile (Protected) Request Specs

spec/requests/users_spec.rb:

require 'rails_helper'

RSpec.describe 'Users', type: :request do
  let!(:user) { create(:user) }
  let(:token) { JsonWebToken.encode(user_id: user.id) }

  describe 'GET /profile' do
    context 'with valid token' do
      it 'returns user profile' do
        get '/profile', headers: { 'Authorization' => "Bearer #{token}" }

        expect(response).to have_http_status(:ok)
        json = JSON.parse(response.body)
        expect(json['email']).to eq(user.email)
      end
    end

    context 'without token' do
      it 'returns unauthorized' do
        get '/profile'
        expect(response).to have_http_status(:unauthorized)
      end
    end

    context 'with invalid token' do
      it 'returns unauthorized' do
        get '/profile', headers: { 'Authorization' => 'Bearer invalid.token' }
        expect(response).to have_http_status(:unauthorized)
      end
    end
  end
end

📦 Final Tips

  • Run tests with: bundle exec rspec
  • You can stub JsonWebToken.decode in unit tests if needed to isolate auth logic.


📕 Guide: Mini-test 🧪 VS Rspec 🔬 in Rails Applications

When choosing between RSpec and Minitest for writing tests in a Ruby on Rails application, both are solid options, but the best choice depends on your project goals, team preferences, and ecosystem alignment.

♦️ Use RSpec if:

  • You want a rich DSL for expressive, readable tests (describe, context, it, etc.).
  • You’re working on a large project or with a team familiar with RSpec.
  • You want access to a larger ecosystem of gems/plugins (e.g., FactoryBot, Shoulda Matchers).
  • You like writing spec-style tests and separating tests by type (spec/models, spec/controllers, etc.).

Example RSpec syntax:

describe User do
  it "is valid with a name and email" do
    user = User.new(name: "Alice", email: "alice@example.com")
    expect(user).to be_valid
  end
end


♦️ Use Minitest if:

  • You prefer simplicity and speed — it’s built into Rails and requires no setup.
  • You value convention over configuration and a more Ruby-like test style.
  • You’re working on a small-to-medium project or want to avoid extra dependencies.
  • You like tests integrated with rails test without RSpec’s additional structure.

Example Minitest syntax:

class UserTest < ActiveSupport::TestCase
  test "is valid with a name and email" do
    user = User.new(name: "Alice", email: "alice@example.com")
    assert user.valid?
  end
end


🚦Recommendation:

  • Go with RSpec if you want a full-featured testing suite, lots of documentation, and are okay with learning a custom DSL.
  • Stick with Minitest if you want fast boot time, minimal dependencies, and simpler syntax.

Below is a side-by-side comparison of RSpec and Minitest in a Rails 8 context. For each aspect—setup, syntax, assertions, fixtures/factories, controller tests, etc.—you’ll see how you’d do the same thing in RSpec (left) versus Minitest (right). Wherever possible, the examples mirror each other so you can quickly spot the differences.


1. Setup & Configuration

AspectRSpecMinitest
Gem inclusionAdd to your Gemfile:
ruby<br>group :development, :test do<br> gem 'rspec-rails', '~> 6.0' # compatible with Rails 8<br>end<br>Then run:bash<br>bundle install<br>rails generate rspec:install<br>This creates spec/ directory with spec/spec_helper.rb and spec/rails_helper.rb.
Built into Rails. No extra gems required. When you generate your app, Rails already configures Minitest.By default you have test/ directory with test/test_helper.rb.

2. Folder Structure

TypeRSpecMinitest
Model specs/testsspec/models/user_spec.rbtest/models/user_test.rb
Controller specs/testsspec/controllers/users_controller_spec.rbtest/controllers/users_controller_test.rb
Request specs/testsspec/requests/api/v1/users_spec.rb (or spec/requests/…)test/integration/api/v1/users_test.rb
Fixture/Factory filesspec/factories/*.rb (with FactoryBot or similar)test/fixtures/*.yml
Helper filesspec/support/... (you can require them via rails_helper.rb)test/helpers/... (auto-loaded via test_helper.rb)

3. Basic Model Validation Example

RSpec (spec/models/user_spec.rb)

# spec/models/user_spec.rb
require 'rails_helper'

RSpec.describe User, type: :model do
  context "validations" do
    it "is valid with a name and email" do
      user = User.new(name: "Alice", email: "alice@example.com")
      expect(user).to be_valid
    end

    it "is invalid without an email" do
      user = User.new(name: "Alice", email: nil)
      expect(user).not_to be_valid
      expect(user.errors[:email]).to include("can't be blank")
    end
  end
end

Minitest (test/models/user_test.rb)

# test/models/user_test.rb
require "test_helper"

class UserTest < ActiveSupport::TestCase
  test "valid with a name and email" do
    user = User.new(name: "Alice", email: "alice@example.com")
    assert user.valid?
  end

  test "invalid without an email" do
    user = User.new(name: "Alice", email: nil)
    refute user.valid?
    assert_includes user.errors[:email], "can't be blank"
  end
end


4. Using Fixtures vs. Factories

RSpec (with FactoryBot)

  1. Gemfile: group :development, :test do gem 'rspec-rails', '~> 6.0' gem 'factory_bot_rails' end
  2. Factory definition (spec/factories/users.rb): # spec/factories/users.rb FactoryBot.define do factory :user do name { "Bob" } email { "bob@example.com" } end end
  3. Spec using factory: # spec/models/user_spec.rb require 'rails_helper' RSpec.describe User, type: :model do it "creates a valid user via factory" do user = FactoryBot.build(:user) expect(user).to be_valid end end

Minitest (with Fixtures or Minitest Factories)

  1. Default fixture (test/fixtures/users.yml):
    alice: name: Alice email: alice@example.com bob: name: Bob email: bob@example.com
  2. Test using fixture:
    # test/models/user_test.rb
    require "test_helper"
    class UserTest < ActiveSupport::TestCase
    test "fixture user is valid" do
    user = users(:alice) assert user.valid?
    end
    end
  3. (Optional) Using minitest-factory_bot:
    If you prefer factory style, you can add gem 'minitest-factory_bot', define factories similarly under test/factories, and then: # test/models/user_test.rb require "test_helper" class UserTest < ActiveSupport::TestCase include FactoryBot::Syntax::Methods test "factory user is valid" do user = build(:user) assert user.valid? end end

5. Assertions vs. Expectations

CategoryRSpec (expectations)Minitest (assertions)
Check truthinessexpect(some_value).to be_truthyassert some_value
Check false/nilexpect(value).to be_falseyrefute value
Equalityexpect(actual).to eq(expected)assert_equal expected, actual
Inclusionexpect(array).to include(item)assert_includes array, item
Change/Count differenceexpect { action }.to change(Model, :count).by(1)assert_difference 'Model.count', 1 do <br> action<br>end
Exception raisedexpect { code }.to raise_error(ActiveRecord::RecordNotFound)assert_raises ActiveRecord::RecordNotFound do<br> code<br>end

Example: Testing a Creation Callback

RSpec:

# spec/models/post_spec.rb
require 'rails_helper'

RSpec.describe Post, type: :model do
  it "increments Post.count by 1 when created" do
    expect { Post.create!(title: "Hello", content: "World") }
      .to change(Post, :count).by(1)
  end
end

Minitest:

# test/models/post_test.rb
require "test_helper"

class PostTest < ActiveSupport::TestCase
  test "creation increases Post.count by 1" do
    assert_difference 'Post.count', 1 do
      Post.create!(title: "Hello", content: "World")
    end
  end
end


6. Controller (Request/Integration) Tests

6.1 Controller‐Level Test

RSpec (spec/controllers/users_controller_spec.rb)

# spec/controllers/users_controller_spec.rb
require 'rails_helper'

RSpec.describe UsersController, type: :controller do
  let!(:user) { FactoryBot.create(:user) }

  describe "GET #show" do
    it "returns http success" do
      get :show, params: { id: user.id }
      expect(response).to have_http_status(:success)
    end

    it "assigns @user" do
      get :show, params: { id: user.id }
      expect(assigns(:user)).to eq(user)
    end
  end

  describe "POST #create" do
    context "with valid params" do
      let(:valid_params) { { user: { name: "Charlie", email: "charlie@example.com" } } }

      it "creates a new user" do
        expect {
          post :create, params: valid_params
        }.to change(User, :count).by(1)
      end

      it "redirects to user path" do
        post :create, params: valid_params
        expect(response).to redirect_to(user_path(User.last))
      end
    end

    context "with invalid params" do
      let(:invalid_params) { { user: { name: "", email: "" } } }

      it "renders new template" do
        post :create, params: invalid_params
        expect(response).to render_template(:new)
      end
    end
  end
end

Minitest (test/controllers/users_controller_test.rb)
# test/controllers/users_controller_test.rb
require "test_helper"

class UsersControllerTest < ActionDispatch::IntegrationTest
  setup do
    @user = users(:alice)  # from fixtures
  end

  test "should get show" do
    get user_url(@user)
    assert_response :success
    assert_not_nil assigns(:user)   # note: assigns may need enabling in Rails 8
  end

  test "should create user with valid params" do
    assert_difference 'User.count', 1 do
      post users_url, params: { user: { name: "Charlie", email: "charlie@example.com" } }
    end
    assert_redirected_to user_url(User.last)
  end

  test "should render new for invalid params" do
    post users_url, params: { user: { name: "", email: "" } }
    assert_response :success        # renders :new with 200 status by default
    assert_template :new
  end
end

Note:

  • In Rails 8, controller tests are typically integration tests (ActionDispatch::IntegrationTest) rather than old‐style unit tests. RSpec’s type: :controller still works, but you can also use type: :request (see next section).
  • assigns(...) is disabled by default in modern Rails controller tests. In Minitest, you might enable it or test via response body or JSON instead.

6.2 Request/Integration Test

RSpec Request Spec (spec/requests/users_spec.rb)
# spec/requests/users_spec.rb
require 'rails_helper'

RSpec.describe "Users API", type: :request do
  let!(:user) { FactoryBot.create(:user) }

  describe "GET /api/v1/users/:id" do
    it "returns the user in JSON" do
      get api_v1_user_path(user), as: :json
      expect(response).to have_http_status(:ok)
      json = JSON.parse(response.body)
      expect(json["id"]).to eq(user.id)
      expect(json["email"]).to eq(user.email)
    end
  end

  describe "POST /api/v1/users" do
    let(:valid_params) { { user: { name: "Dana", email: "dana@example.com" } } }

    it "creates a user" do
      expect {
        post api_v1_users_path, params: valid_params, as: :json
      }.to change(User, :count).by(1)
      expect(response).to have_http_status(:created)
    end
  end
end

Minitest Integration Test (test/integration/users_api_test.rb)
# test/integration/users_api_test.rb
require "test_helper"

class UsersApiTest < ActionDispatch::IntegrationTest
  setup do
    @user = users(:alice)
  end

  test "GET /api/v1/users/:id returns JSON" do
    get api_v1_user_path(@user), as: :json
    assert_response :success
    json = JSON.parse(response.body)
    assert_equal @user.id, json["id"]
    assert_equal @user.email, json["email"]
  end

  test "POST /api/v1/users creates a user" do
    assert_difference 'User.count', 1 do
      post api_v1_users_path, params: { user: { name: "Dana", email: "dana@example.com" } }, as: :json
    end
    assert_response :created
  end
end


7. Testing Helpers, Mailers, and Jobs

Test TypeRSpec ExampleMinitest Example
Helper Specspec/helpers/application_helper_spec.rbruby<br>describe ApplicationHelper do<br> describe "#formatted_date" do<br> it "formats correctly" do<br> expect(helper.formatted_date(Date.new(2025,1,1))).to eq("January 1, 2025")<br> end<br> end<br>endtest/helpers/application_helper_test.rbruby<br>class ApplicationHelperTest < ActionView::TestCase<br> test "formatted_date outputs correct format" do<br> assert_equal "January 1, 2025", formatted_date(Date.new(2025,1,1))<br> end<br>end
Mailer Specspec/mailers/user_mailer_spec.rbruby<br>describe UserMailer, type: :mailer do<br> describe "#welcome_email" do<br> let(:user) { create(:user, email: "test@example.com") }<br> let(:mail) { UserMailer.welcome_email(user) }<br> it "renders subject" do<br> expect(mail.subject).to eq("Welcome!")<br> end<br> it "sends to correct recipient" do<br> expect(mail.to).to eq([user.email])<br> end<br> end<br>endtest/mailers/user_mailer_test.rbruby<br>class UserMailerTest < ActionMailer::TestCase<br> test "welcome email" do<br> user = users(:alice)<br> mail = UserMailer.welcome_email(user)<br> assert_equal "Welcome!", mail.subject<br> assert_equal [user.email], mail.to<br> assert_match "Hello, #{user.name}", mail.body.encoded<br> end<br>end
Job Specspec/jobs/process_data_job_spec.rbruby<br>describe ProcessDataJob, type: :job do<br> it "queues the job" do<br> expect { ProcessDataJob.perform_later(123) }.to have_enqueued_job(ProcessDataJob).with(123)<br> end<br>endtest/jobs/process_data_job_test.rbruby<br>class ProcessDataJobTest < ActiveJob::TestCase<br> test "job is enqueued" do<br> assert_enqueued_with(job: ProcessDataJob, args: [123]) do<br> ProcessDataJob.perform_later(123)<br> end<br> end<br>end

8. Mocking & Stubbing

TechniqueRSpecMinitest
Stubbing a methodruby<br>allow(User).to receive(:send_newsletter).and_return(true)<br>ruby<br>User.stub(:send_newsletter, true) do<br> # ...<br>end<br>
Mocking an objectruby<br>mailer = double("Mailer")<br>expect(mailer).to receive(:deliver).once<br>allow(UserMailer).to receive(:welcome).and_return(mailer)<br>ruby<br>mailer = Minitest::Mock.new<br>mailer.expect :deliver, true<br>UserMailer.stub :welcome, mailer do<br> # ...<br>end<br>mailer.verify<br>

9. Test Performance & Boot Time

  • RSpec
    • Slower boot time because it loads extra files (rails_helper.rb, support files, matchers).
    • Rich DSL can make tests slightly slower, but you get clearer, more descriptive output.
  • Minitest
    • Faster boot time since it’s built into Rails and has fewer abstractions.
    • Ideal for a smaller codebase or when you want minimal overhead.

Benchmarks:
While exact numbers vary, many Rails 8 teams report ~20–30% faster test suite runtime on Minitest vs. RSpec for comparable test counts. If speed is critical and test suite size is moderate, Minitest edges out.


10. Community, Ecosystem & Plugins

FeatureRSpecMinitest
PopularityBy far the most popular Rails testing framework⸺heavily used, many tutorials.Standard in Rails. Fewer third-party plugins than RSpec, but has essential ones (e.g., minitest-rails, minitest-factory_bot).
Common plugins/gems• FactoryBot• Shoulda Matchers (for concise model validations)• Database Cleaner (though Rails 8 encourages use_transactional_tests)• Capybara built-in support• minitest-rails-capybara (for integration/feature specs)• minitest-reporters (improved output)• minitest-factory_bot
Learning curveLarger DSL to learn (e.g., describe, context, before/let/subject, custom matchers).Minimal DSL—familiar Ruby methods (assert, refute, etc.).
Documentation & tutorialsAbundant (RSPEC official guides, many blog posts, StackOverflow).Good coverage in Rails guides; fewer dedicated tutorials but easy to pick up if you know Ruby.
CI IntegrationExcellent support in CircleCI, GitHub Actions, etc. Many community scripts to parallelize RSpec.Equally easy to integrate; often faster out of the box due to fewer dependencies.

11. Example: Complex Query Test (Integration of AR + Custom Validation)

RSpec

# spec/models/order_spec.rb
require 'rails_helper'

RSpec.describe Order, type: :model do
  describe "scopes and validations" do
    before do
      @user       = FactoryBot.create(:user)
      @valid_attrs = { user: @user, total_cents: 1000, status: "pending" }
    end

    it "finds only completed orders" do
      FactoryBot.create(:order, user: @user, status: "completed")
      FactoryBot.create(:order, user: @user, status: "pending")
      expect(Order.completed.count).to eq(1)
    end

    it "validates total_cents is positive" do
      order = Order.new(@valid_attrs.merge(total_cents: -5))
      expect(order).not_to be_valid
      expect(order.errors[:total_cents]).to include("must be greater than or equal to 0")
    end
  end
end

Minitest

# test/models/order_test.rb
require "test_helper"

class OrderTest < ActiveSupport::TestCase
  setup do
    @user = users(:alice)
    @valid_attrs = { user: @user, total_cents: 1000, status: "pending" }
  end

  test "scope .completed returns only completed orders" do
    Order.create!(@valid_attrs.merge(status: "completed"))
    Order.create!(@valid_attrs.merge(status: "pending"))
    assert_equal 1, Order.completed.count
  end

  test "validates total_cents is positive" do
    order = Order.new(@valid_attrs.merge(total_cents: -5))
    refute order.valid?
    assert_includes order.errors[:total_cents], "must be greater than or equal to 0"
  end
end


12. When to Choose Which?

  • Choose RSpec if …
    1. You want expressive, English-like test descriptions (describe, context, it).
    2. Your team is already comfortable with RSpec.
    3. You need a large ecosystem of matchers/plugins (e.g., shoulda-matchers, faker, etc.).
    4. You prefer separating specs into spec/ with custom configurations in rails_helper.rb and spec_helper.rb.
  • Choose Minitest if …
    1. You want zero additional dependencies—everything is built into Rails.
    2. You value minimal configuration and convention over configuration.
    3. You need faster test suite startup and execution.
    4. Your tests are simple enough that a minimal DSL is sufficient.

13. 📋 Summary Table

FeatureRSpecMinitest
Built-in with RailsNo (extra gem)Yes
DSL Readability“describe/context/it” blocks → very readablePlain Ruby test classes & methods → idiomatic but less English-like
Ecosystem & PluginsVery rich (FactoryBot, Shoulda, etc.)Leaner, but you can add factories & reporters if needed
Setup/Boot TimeSlower (loads extra config & DSL)Faster (built-in)
Fixtures vs. Factory preferenceFactoryBot (by convention)Default YAML fixtures or optionally minitest-factory_bot
Integration Test SupportBuilt-in type: :requestBuilt-in ActionDispatch::IntegrationTest
Community AdoptionMore widely adopted for large Rails teamsStandard for many smaller Rails projects

✍️ Final Note

  • If you’re just starting out and want something up and running immediately—Minitest is the simplest path since it requires no extra gems. You can always add more complexity later (e.g., add minitest-factory_bot or minitest-reporters).
  • If you plan to write a lot of tests—model validations, request specs, feature specs, etc.—with very expressive descriptions (and you don’t mind a slightly longer boot time), RSpec tends to be the de facto choice in many Rails codebases.

Feel free to pick whichever aligns best with your team’s style. Both ecosystems are mature and well-documented.

A Complete Information About Ruby on Rails Gems 💎, Gemfile 📑

In a Rails Gemfile, the require: false option tells Bundler not to automatically load the gem when your Rails application starts. Here’s what it means and when to use it:

What It Does

gem 'some_gem', require: false
  • Without require: false: The gem is automatically required (loaded) when your Rails app boots
  • With require: false: The gem is installed but won’t be loaded until you explicitly require it

When to Use It

  1. Performance Optimization: For gems you don’t need in all environments (like development-only tools)
  2. Conditional Loading: When you only need a gem in specific circumstances
  3. Reduced Memory Usage: Avoids loading unnecessary gems into memory
  4. Avoid Naming Conflicts: If a gem might conflict with others when loaded

Example Usage

# Only load in development
group :development do
  gem 'brakeman', require: false
end

# Load manually when needed
gem 'nokogiri', require: false

# Then in your code:
def parse_xml
  require 'nokogiri'
  # use Nokogiri...
end

Common Gems That Use This

  • Testing tools (RSpec, Cucumber)
  • Performance monitoring tools
  • Debugging tools (byebug, pry)
  • Gems used only in rake tasks

Remember that without require: false, Bundler will automatically require the gem, which is the default behavior for most gems in your application.

to be continued.. 🚀


Deep Dive into Essential 🛍️ Ruby and Ruby on Rails Concepts

Ruby and Ruby on Rails are rich, expressive, and powerful technologies that make web development both elegant and productive. In this post, we’ll explore some critical concepts that developers often encounter, along with detailed explanations, advantages, disadvantages, and real-world Rails examples.


1. Garbage Collection (GC) in Ruby

Ruby’s VM uses a mark‑and‑sweep collector with generational enhancements to reduce pause times.

How it works

  1. Generational Division: Objects are split into young (eden/survivor) and old generations. Young objects are collected more frequently.
  2. Mark Phase: It traverses from root nodes (globals, stack, constants) marking reachable objects.
  3. Sweep Phase: Clears unmarked (garbage) objects.
  4. Compaction (in newer versions): Optionally compacts memory to reduce fragmentation.
# Trigger a minor GC (young generation)
GC.start(full_mark: false)
# Trigger a major GC (both generations)
GC.start(full_mark: true)

Benefits

  • Automatic memory management: Developers focus on logic, not free/delete calls.
  • Generational optimizations: Short‑lived objects reclaimed quickly, improving throughput.

Drawbacks

  • Pause times: Full GC can cause latency spikes.
  • Tuning complexity: Advanced apps may require tuning GC parameters (e.g., RUBY_GC_HEAP_GROWTH_FACTOR).

Rails Example

Large Rails apps (e.g., Sidekiq workers) monitor GC.stat to detect memory bloat:

stats = GC.stat
puts "Allocated objects: #{stats[:total_allocated_objects]}"


2. ActiveRecord: joins, preload, includes, eager_load

ActiveRecord provides tools to fetch associations efficiently and avoid the N+1 query problem.

MethodSQL GeneratedBehaviorProsCons
joinsINNER JOINFilters by associated tableEfficient filtering; single queryDoesn’t load associated objects fully
preload2 separate queriesLoads parent then child separatelyAvoids N+1; simple to useTwo queries; might fetch unnecessary data
includesJOIN or 2 queriesAuto‑decides between JOIN or preloadFlexible; avoids N+1 automaticallyHarder to predict SQL; can generate large JOINs
eager_loadLEFT OUTER JOINForces single JOIN queryAlways one query with dataLarge result sets; potential data duplication

Examples

# joins: Filter variants with women category products
> ProductVariant.joins(:product).where(product: {category: 'women'})
  ProductVariant Load (3.4ms)  SELECT "product_variants".* FROM "product_variants" INNER JOIN "products" "product" ON "product"."id" = "product_variants"."product_id" WHERE "product"."category" = 'women'

# preload: Load variants separately
> products = Product.preload(:variants).limit(10)
  Product Load (1.4ms)  SELECT "products".* FROM "products" /* loading for pp */ LIMIT 10 
  ProductVariant Load (0.5ms)  SELECT "product_variants".* FROM "product_variants" WHERE "product_variants"."product_id" IN (14, 15, 32)
> products.each { |product| product.variants.size}

# includes: Smart loading
products = > Product.includes(:variants).where("category = ?", 'women')
  Product Load (1.7ms)  SELECT "products".* FROM "products" WHERE (category = 'women') /* loading for pp */ LIMIT 11 
  ProductVariant Load (0.8ms)  SELECT "product_variants".* FROM "product_variants" WHERE "product_variants"."product_id" IN (14, 15)

# eager_load: Always join
Product.eager_load(:variants).where(variants: { stock_quantity: 5 })
> Product.eager_load(:variants).where(variants: { stock_quantity: 5 })
  SQL (3.1ms)  SELECT DISTINCT "products"."id" FROM "products" LEFT OUTER JOIN "product_variants" "variants" ON "variants"."product_id" = "products"."id" WHERE "variants"."stock_quantity" = 5 LIMIT 11 

  SQL (1.6ms)  SELECT "products"."id" AS t0_r0, "products"."description" AS t0_r1, "products"."category" AS t0_r2, "products"."created_at" AS t0_r3, "products"."updated_at" AS t0_r4, "products"."name" AS t0_r5, "products"."rating" AS t0_r6, "products"."brand" AS t0_r7, "variants"."id" AS t1_r0, "variants"."product_id" AS t1_r1, "variants"."sku" AS t1_r2, "variants"."mrp" AS t1_r3, "variants"."price" AS t1_r4, "variants"."discount_percent" AS t1_r5, "variants"."size" AS t1_r6, "variants"."color" AS t1_r7, "variants"."stock_quantity" AS t1_r8, "variants"."specs" AS t1_r9, "variants"."created_at" AS t1_r10, "variants"."updated_at" AS t1_r11 FROM "products" LEFT OUTER JOIN "product_variants" "variants" ON "variants"."product_id" = "products"."id" WHERE "variants"."stock_quantity" = 5 AND "products"."id" = 15 

When to Use

  • joins: Filtering, counting, or conditions across tables.
  • preload: You only need associated objects later, with less risk of huge joins.
  • includes: Default choice; let AR decide.
  • eager_load: Complex filtering on associations in one query.

3. Achieving Multiple Inheritance via Mixins

Ruby uses modules as mixins to simulate multiple inheritance.

Pattern

module Auditable
  def audit(message)
    puts "Audit: #{message}"
  end
end

module Taggable
  def tag(*names)
    @tags = names
  end
end

class Article
  include Auditable, Taggable
end

article = Article.new
tag "ruby", "rails"
audit "Created article"

Benefits

  • Code reuse: Share behavior across unrelated classes.
  • Separation of concerns: Each module encapsulates specific functionality.

Drawbacks

  • Method conflicts: Last included module wins; resolve with Module#prepend or alias_method.

Rails Example: Concerns

# app/models/concerns/trackable.rb
module Trackable
  extend ActiveSupport::Concern

  included do
    after_create :track_create
  end

  def track_create
    AnalyticsService.log(self)
  end
end

class User < ApplicationRecord
  include Trackable
end


4. Thread vs Fiber

Ruby offers preemptive threads and cooperative fibers for concurrency.

AspectThreadFiber
SchedulingOS-level, preemptiveRuby-level, manual (Fiber.yield/ resume)
OverheadHigher (context switch cost)Lower (lightweight)
Use CasesParallel I/O, CPU-bound (with GVL caveat)Managing event loops, non-blocking flows
GVL ImpactAll threads share GIL (Global VM Lock)Fibers don’t bypass GVL

Thread Example

threads = 5.times.map do
  Thread.new { sleep 1; puts "Done in thread #{Thread.current.object_id}" }
end
threads.each(&:join)

Fiber Example

fiber1 = Fiber.new do
  puts "Fiber1 start"
  Fiber.yield
  puts "Fiber1 resume"
end

fiber2 = Fiber.new do
  puts "Fiber2 start"
  fiber1.resume
  puts "Fiber2 resume"
end

fiber2.resume  # orchestrates both fibers

Rails Example: Action Cable

Action Cable uses EventMachine or async fibers to handle multiple WebSocket connections efficiently.


5. Proc vs Lambda

Both are callable objects, but differ in return behavior and argument checks.

FeatureProcLambda
Return semanticsreturn exits enclosing methodreturn exits lambda only
Argument checkingLenient (extra args discarded)Strict (ArgumentError on mismatch)
ContextCarries method contextMore like an anonymous method

Examples

def demo_proc
  p = Proc.new { return "from proc" }
  p.call
  return "after proc"
end

def demo_lambda
  l = -> { return "from lambda" }
  l.call
  return "after lambda"
end
puts demo_proc   # => "from proc"
puts demo_lambda # => "after lambda"

Rails Example: Callbacks

# Using a lambda for a conditional callback
class User < ApplicationRecord
  after_save -> { Analytics.track(self) }, if: -> { saved_change_to_email? }
end


6. Exception Handling in Ruby

Ruby’s exception model is dynamic and flexible.

Syntax

begin
  risky_operation
rescue SpecificError => e
  handle_error(e)
rescue AnotherError
  fallback
else
  puts "No errors"
ensure
  cleanup_resources
end

Benefits

  • Granular control: Multiple rescue clauses per exception class.
  • Flow control: rescue can be used inline (foo rescue nil).

Drawbacks

  • Performance: Raising/catching exceptions is costly.
  • Overuse: Rescuing StandardError broadly can hide bugs.

Rails Example: Custom Exceptions

class PaymentError < StandardError; end

def process_payment
  raise PaymentError, "Insufficient funds" unless valid_funds?
rescue PaymentError => e
  errors.add(:base, e.message)
end


7. Key Ruby on Rails Modules

Rails is modular, each gem serves a purpose:

ModulePurposeBenefits
ActiveRecordORM: models to DB tablesDRY queries, validations, callbacks
ActionControllerControllers: request/response cycleFilters, strong parameters
ActionViewView templates (ERB, Haml)Helpers, partials
ActiveModelModel conventions for non-DB classesValidations, callbacks without DB
ActiveJobJob framework (sidekiq, resque adapters)Unified API for background jobs
ActionMailerEmail composition & deliveryInterceptors, mailer previews
ActionCableWebSocket supportStreams, channels
ActiveStorageFile uploads & CDN integrationDirect uploads, variants
ActiveSupportUtility extensions (core extensions, inflections)Time calculations, i18n, concerns support

8. Method Visibility: public, protected, private

Visibility controls encapsulation and API design.

ModifierAccess FromUse Case
publicEverywherePublic API methods
privateSame instance onlyHelper methods not meant for external use
protectedInstances of same class or subclassesComparison or interaction between related objects
class Account
  def transfer(to, amount)
    validate_balance(amount)
    to.deposit(amount)
  end

  private

  def validate_balance(amount)
    raise "Insufficient" if balance < amount
  end

  protected

  def balance
    @balance
  end
end

Advantages

  • Encapsulation: Hides implementation details.
  • Inheritance control: Fine‑grained access for subclasses.

Disadvantages

  • Rigidity: Can complicate testing private methods.
  • Confusion: Protected rarely used, often misunderstood.
Above Summary

By diving deeper into these core concepts, you’ll gain a solid understanding of Ruby’s internals, ActiveRecord optimizations, module mixins, concurrency strategies, callable objects, exception patterns, Rails modules, and visibility controls. Practice these patterns in your own projects to fully internalize their benefits and trade‑offs.

Other Ruby on Rails Concepts 💡

Now, we’ll explore several foundational topics in Ruby on Rails, complete with detailed explanations, code examples, and a balanced look at advantages and drawbacks.

1. Rack and Middleware

Check our post: https://railsdrop.com/2025/04/07/inside-rails-the-role-of-rack-and-middleware/

What is Rack?
Rack is the Ruby interface between web servers (e.g., Puma, Unicorn) and Ruby web frameworks (Rails, Sinatra). It standardizes how HTTP requests and responses are handled, enabling middleware stacking and pluggable request processing.

Middleware
Rack middleware are modular components that sit in the request/response pipeline. Each piece can inspect, modify, or short-circuit requests before they reach your Rails app, and likewise inspect or modify responses before they go back to the client.

# lib/simple_logger.rb
class SimpleLogger
  def initialize(app)
    @app = app
  end

  def call(env)
    Rails.logger.info("[Request] #{env['REQUEST_METHOD']} #{env['PATH_INFO']}")
    status, headers, response = @app.call(env)
    Rails.logger.info("[Response] status=#{status}")
    [status, headers, response]
  end
end

# config/application.rb
config.middleware.use SimpleLogger

Benefits:

  • Cross-cutting concerns (logging, security, caching) can be isolated.
  • Easily inserted, removed, or reordered.

Drawbacks:

  • Overuse can complicate request flow.
  • Harder to trace when many middlewares are chained.

2. The N+1 Query Problem

What is N+1?
Occurs when Rails executes one query to load a collection, then an additional query for each record when accessing an association.

@users = User.all                # 1 query
@users.each { |u| u.posts.count } # N additional queries

Total: N+1 queries.

Prevention: use eager loading (includes, preload, eager_load).

@users = User.includes(:posts)
@users.each { |u| u.posts.count } # still 2 queries only

Benefits of Eager Loading:

  • Dramatically reduces SQL round-trips.
  • Improves response times for collections.

Drawbacks:

  • May load unnecessary data if associations aren’t used.
  • Can lead to large, complex SQL (especially with eager_load).

3. Using Concerns

What are Concerns?
Modules under app/models/concerns (or app/controllers/concerns) to extract and share reusable logic.

# app/models/concerns/archivable.rb
module Archivable
  extend ActiveSupport::Concern

  included do
    scope :archived, -> { where(archived: true) }
  end

  def archive!
    update!(archived: true)
  end
end

# app/models/post.rb
class Post < ApplicationRecord
  include Archivable
end

When to Extract:

  • Shared behavior across multiple models/controllers.
  • To keep classes focused and under ~200 lines.

Benefits:

  • Promotes DRY code.
  • Encourages separation of concerns.

Drawbacks:

  • Can mask complexity if overused.
  • Debugging call stacks may be less straightforward.

4. HABTM vs. Has Many Through

HABTM (has_and_belongs_to_many):

  • Simple many-to-many with a join table without a Rails model.
class Post < ApplicationRecord
  has_and_belongs_to_many :tags
end

Has Many Through:

  • Use when the join table has additional attributes or validations.
class Tagging < ApplicationRecord
  belongs_to :post
  belongs_to :tag
  validates :tagged_by, presence: true
end

class Post < ApplicationRecord
  has_many :taggings
  has_many :tags, through: :taggings
end

Benefits & Drawbacks:

PatternBenefitsDrawbacks
HABTMMinimal setup; fewer filesCannot store metadata on relationship
Has Many ThroughFull join model control; validationsMore boilerplate; extra join model to maintain

5. Controller Hooks (Callbacks)

Rails controllers provide before_action, after_action, and around_action callbacks.

class ArticlesController < ApplicationController
  before_action :authenticate_user!
  before_action :set_article, only: %i[show edit update destroy]

  def show; end

  private

  def set_article
    @article = Article.find(params[:id])
  end
end

Use Cases:

  • Authentication/authorization
  • Parameter normalization
  • Auditing/logging

Benefits:

  • Centralize pre- and post-processing logic.
  • Keep actions concise.

Drawbacks:

  • Overuse can obscure the action’s core logic.
  • Callback order matters and can introduce subtle bugs.

6. STI vs. Polymorphic Associations vs. Ruby Inheritance

FeatureSTIPolymorphicPlain Ruby Inheritance
DB StructureSingle table + type columnSeparate tables + *_type + *_idNo DB persistence
FlexibilitySubclasses share schemaCan link many models to oneFull OOP, no DB ties
When to UseSubtypes with similar attributesComments, attachments across modelsPure Ruby services, utilities

STI Example:

class Vehicle < ApplicationRecord; end
class Car < Vehicle; end
class Truck < Vehicle; end

All in vehicles table, differentiated by type.

Polymorphic Example:

class Comment < ApplicationRecord
  belongs_to :commentable, polymorphic: true
end

class Post < ApplicationRecord
  has_many :comments, as: :commentable
end

Benefits & Drawbacks:

  • STI: simple table; limited when subclasses diverge on columns.
  • Polymorphic: very flexible; harder to enforce foreign-key constraints.
  • Ruby Inheritance: best for non-persistent logic; no DB coupling.

7. rescue_from in Rails API Controllers

rescue_from declares exception handlers at the controller (or ApplicationController) level:

class Api::BaseController < ActionController::API
  rescue_from ActiveRecord::RecordNotFound, with: :render_not_found
  rescue_from ActiveRecord::RecordInvalid, with: :render_unprocessable_entity

  private

  def render_not_found(e)
    render json: { error: e.message }, status: :not_found
  end

  def render_unprocessable_entity(e)
    render json: { errors: e.record.errors.full_messages }, status: :unprocessable_entity
  end
end

Benefits:

  • Centralized error handling.
  • Cleaner action code without repetitive begin…rescue.

Drawbacks:

  • Must carefully order rescue_from calls (first match wins).
  • Overly broad handlers can mask unexpected bugs.
Summary

This post has covered advanced Rails concepts with practical examples, advantages, and pitfalls. By understanding these patterns, you can write cleaner, more maintainable Rails applications. Feedback and questions are welcome—let’s keep the conversation going!

Happy Rails Understanding! 🚀

Ruby Concepts 💠: Blocks, Constants, Meta-Programming, Enum

Here we will look into the detailed explanation of some Ruby concepts with practical examples, and real-world scenarios:

1. Handling Many Constants in a Ruby Class

Problem:
A class with numerous constants becomes cluttered and harder to maintain.

Solutions & Examples:

  1. Nested Module for Grouping:
   class HTTPClient
     module StatusCodes
       OK = 200
       NOT_FOUND = 404
       SERVER_ERROR = 500
     end

     def handle_response(code)
       case code
       when StatusCodes::OK then "Success"
       when StatusCodes::NOT_FOUND then "Page missing"
       end
     end
   end

Why: Encapsulating constants in a module improves readability and avoids namespace collisions.

  1. Dynamic Constants with const_set:
   class DaysOfWeek
     %w[MON TUE WED THU FRI SAT SUN].each_with_index do |day, index|
       const_set(day, index + 1)
     end
   end
   puts DaysOfWeek::MON # => 1

Use Case: Generate constants programmatically (e.g., days, months).

  1. External Configuration (YAML):
   # config/constants.yml
   error_codes:
     NOT_FOUND: 404
     SERVER_ERROR: 500
   class App
     CONSTANTS = YAML.load_file('config/constants.yml')
     def self.error_message(code)
       CONSTANTS['error_codes'].key(code)
     end
   end

Why: Centralize configuration for easy updates.


2. Meta-Programming: Dynamic Methods & Classes

Examples:

  1. define_method for Repetitive Methods:
   class User
     ATTRIBUTES = %w[name email age]

     ATTRIBUTES.each do |attr|
       define_method(attr) { instance_variable_get("@#{attr}") }
       define_method("#{attr}=") { |value| instance_variable_set("@#{attr}", value) }
     end
   end

   user = User.new
   user.name = "Alice"
   puts user.name # => "Alice"

Use Case: Auto-generate getters/setters for multiple attributes.

  1. Dynamic Classes with Class.new:
   Animal = Class.new do
     def speak
       puts "Animal noise!"
     end
   end

   dog = Animal.new
   dog.speak # => "Animal noise!"

Use Case: Generate classes at runtime (e.g., for plugins).

  1. class_eval for Modifying Existing Classes:
   String.class_eval do
     def shout
       upcase + "!"
     end
   end

   puts "hello".shout # => "HELLO!"

Why: Add/redefine methods in existing classes dynamically.


3. Why Classes Are Objects in Ruby

Explanation:

  • Every class is an instance of Class.
  String.class # => Class
  • Classes inherit from Module and ultimately Object, allowing them to have methods and variables:
  class Dog
    @count = 0 # Class instance variable
    def self.increment_count
      @count += 1
    end
  end
  • Real-World Impact: You can pass classes as arguments, modify them at runtime, and use them like any other object.

4. super Keyword: Detailed Usage

Examples:

  1. Implicit Argument Passing:
   class Vehicle
     def start_engine
       "Engine on"
     end
   end

   class Car < Vehicle
     def start_engine
       super + " (Vroom!)"
     end
   end

   puts Car.new.start_engine # => "Engine on (Vroom!)"
  1. Explicit super() for No Arguments:
   class Parent
     def greet
       "Hello"
     end
   end

   class Child < Parent
     def greet
       super() + " World!" # Explicitly call Parent#greet with no args
     end
   end

Pitfall: Forgetting () when overriding a method with parameters.


5. Blocks in Ruby Methods: Scenarios

A simple ruby method that accepts a block and executing via yield:

irb* def abhi_block
irb*   yield
irb*   yield
irb> end
=> :abhi_block
irb* abhi_block do.             # multi-line block
irb*   puts "*"*7
irb> end
*******
*******
irb> abhi_block { puts "*"*7 }. # single-line block
*******
*******
=> nil
irb* def abhi_block
irb*   yield 3
irb*   yield 7
irb*   yield 9
irb> end
=> :abhi_block
irb> abhi_block { |x| puts x }. # pass argument to block
3
7
9
=> nil

Note: We can call yield any number times that we want.

Proc

Procs are similar to blocks, however, they differ in that they may be saved to a variable to be used again and again. In Ruby, a proc can be called directly using the .call method.

To create Proc, we call new on the Proc class and follow it with the block of code

my_proc = Proc.new { |x| x*x*9 }
=> #<Proc:0x000000011f64ed38 (irb):34>

my_proc.call(6)
=> 324

> my_proc.call      # try to call without an argument
(irb):34:in 'block in <top (required)>': undefined method '*' for nil (NoMethodError)
lambda
> my_lambda = lambda { |x| x/3/5 }
=> #<Proc:0x000000011fe6fd28 (irb):44 (lambda)>

> my_lambda.call(233)
=> 15

> my_lambda = lambda.new { |x| x/3/5 } # wrong
in 'Kernel#lambda': tried to create Proc object without a block (ArgumentError)

> my_lambda = lambda                   # wrong
(irb):45:in 'Kernel#lambda': tried to create Proc object without a block (ArgumentError)

> my_lambda.call     # try to call without an argument
(irb):46:in 'block in <top (required)>': wrong number of arguments (given 0, expected 1) (ArgumentError)

Difference 1: lambda gets an ArgumentError if we call without an argument and Proc doesn’t.

Difference 2: lambda returns to its calling method rather than returning itself like Proc from its parent method.

irb* def proc_method
irb*   my_proc = Proc.new { return "Proc returns" }
irb*   my_proc.call
irb*   "Retun by proc_method"  # neaver reaches here
irb> end
=> :proc_method

irb> p proc_method
"Proc returns"
=> "Proc returns"
irb* def lambda_method
irb*   my_lambda = lambda { return 'Lambda returns' }
irb*   my_lambda.call
irb*   "Method returns"
irb> end
=> :lambda_method
irb(main):079> p lambda_method
"Method returns"
=> "Method returns"

Use Cases & Examples:

  1. Resource Management (File Handling):
   def open_file(path)
     file = File.open(path, 'w')
     yield(file) if block_given?
   ensure
     file.close
   end

   open_file('log.txt') { |f| f.write("Data") }

Why: Ensures the file is closed even if an error occurs.

  1. Custom Iterators:
   class MyArray
     def initialize(items)
       @items = items
     end

     def custom_each
       @items.each { |item| yield(item) }
     end
   end

   MyArray.new([1,2,3]).custom_each { |n| puts n * 2 }
  1. Timing Execution:
   def benchmark
     start = Time.now
     yield
     puts "Time taken: #{Time.now - start}s"
   end

   benchmark { sleep(2) } # => "Time taken: 2.0s"
Procs And Lambdas in Ruby

proc = Proc.new { puts "I am the proc block" }
lambda = lambda { puts "I am the lambda block"}

proc_test.call # => I am the proc block
lambda_test.call # => I am the lambda block

6. Enums in Ruby

Approaches:

  1. Symbols/Constants:
   class TrafficLight
     STATES = %i[red yellow green].freeze

     def initialize
       @state = STATES.first
     end

     def next_state
       @state = STATES[(STATES.index(@state) + 1) % STATES.size]
     end
   end
  1. Rails ActiveRecord Enum:
   class User < ActiveRecord::Base
     enum role: { admin: 0, user: 1, guest: 2 }
   end

   user = User.new(role: :admin)
   user.admin? # => true

Why: Generates helper methods like admin? and user.admin!.


7. Including Enumerable

Why Needed:

  • Enumerable methods (map, select, etc.) rely on each being defined.
  • Example Without Enumerable:
  class MyCollection
    def initialize(items)
      @items = items
    end

    def each(&block)
      @items.each(&block)
    end
  end

  # Without Enumerable:
  collection = MyCollection.new([1,2,3])
  collection.map { |n| n * 2 } # Error: Undefined method `map`
  • With Enumerable:
  class MyCollection
    include Enumerable
    # ... same as above
  end

  collection.map { |n| n * 2 } # => [2,4,6]

8. Class Variables (@@)

Example & Risks:

class Parent
  @@count = 0

  def self.count
    @@count
  end

  def increment
    @@count += 1
  end
end

class Child < Parent; end

Parent.new.increment
Child.new.increment
puts Parent.count # => 2 (Shared across Parent and Child)

Why Avoid: Subclasses unintentionally modify the same variable.
Alternative (Class Instance Variables):

class Parent
  @count = 0

  def self.count
    @count
  end

  def self.increment
    @count += 1
  end
end

9. Global Variables ($)

Example & Issues:

$logger = Logger.new($stdout)

def log_error(message)
  $logger.error(message) # Accessible everywhere
end

# Problem: Tight coupling; changing $logger affects all code.

When to Use: Rarely, for truly global resources like $stdout or $LOAD_PATH.
Alternative: Dependency injection or singleton classes.

class AppConfig
  attr_reader :logger

  def initialize(logger:)
    @logger = logger
  end

  def info(msg)
    @logger.info(msg)
  end
end

config = AppConfig.new(Logger.new($stdout))
info = config.info("Safe")


Summary:

  • Constants: Organize with modules or external files.
  • Meta-Programming: Use define_method/Class.new for dynamic code.
  • Classes as Objects: Enable OOP flexibility.
  • super: Call parent methods with/without arguments.
  • Blocks: Abstract setup/teardown or custom logic.
  • Enums: Simulate via symbols or Rails helpers.
  • Enumerable: Include it and define each.
  • Class/Global Variables: Rarely used due to side effects.

Enjoy Ruby! 🚀

Exciting 🔮 features of Ruby Programming Language

Ruby is a dynamic, object-oriented programming language designed for simplicity and productivity. Here are some of its most exciting features:

1. Everything is an Object

In Ruby, every value is an object, even primitive types like integers or nil. This allows you to call methods directly on literals.
Example:

5.times { puts "Ruby!" }      # 5 is an Integer object with a `times` method
3.14.floor                    # => 3 (Float object method)
true.to_s                     # => "true" (Boolean → String)
nil.nil?                      # => true (Method to check if object is nil)

2. Elegant and Readable Syntax

Ruby’s syntax prioritizes developer happiness. Parentheses and semicolons are often optional.
Example:

# A method to greet a user (parentheses optional)
def greet(name = "Guest")
  puts "Hello, #{name.capitalize}!"
end

greet "alice"  # Output: "Hello, Alice!"

3. Blocks and Iterators

Ruby uses blocks (anonymous functions) to create powerful iterators. Use {} for single-line blocks or do...end for multi-line.
Example:

# Multiply even numbers by 2
numbers = [1, 2, 3, 4]
result = numbers.select do |n|
  n.even?
end.map { |n| n * 2 }

puts result # => [4, 8]

4. Mixins via Modules

Modules let you share behavior across classes without inheritance.
Example:

module Loggable
  def log(message)
    puts "[LOG] #{message}"
  end
end

class User
  include Loggable  # Mix in the module
end

user = User.new
user.log("New user created!") # => [LOG] New user created!

5. Metaprogramming

Ruby can generate code at runtime. For example, dynamically define methods.
Example:

class Person
  # Define methods like name= and name dynamically
  attr_accessor :name, :age
end

person = Person.new
person.name = "Alice"
puts person.name # => "Alice"

6. Duck Typing

Focus on behavior, not type. If it “quacks like a duck,” treat it as a duck.
Example:

def print_length(obj)
  obj.length  # Works for strings, arrays, or any object with a `length` method
end

puts print_length("Hello")  # => 5
puts print_length([1, 2, 3]) # => 3

7. Symbols

Symbols (:symbol) are lightweight, immutable strings used as identifiers.
Example:

# Symbols as hash keys (faster than strings)
config = { :theme => "dark", :font => "Arial" }
puts config[:theme] # => "dark"

# Modern syntax (Ruby 2.0+):
config = { theme: "dark", font: "Arial" }

8. Ruby Set

A set is a Ruby class that helps you create a list of unique items. A set is a class that stores items like an array. But with some special attributes that make it 10x faster in specific situations! All the items in a set are guaranteed to be unique.

What’s the difference between a set & an array?
A set has no direct access to elements:

> seen[3]
(irb):19:in '<main>': undefined method '[]' for #<Set:0x000000012fc34058> (NoMethodError)

But a set can be converted into an array any time you need:

> seen.to_a
=> [4, 8, 9, 90]
> seen.to_a[3]
=> 90

Set: Fast lookup times (with include?)

If you need these then a set will give you a good performance boost, and you won’t have to be calling uniq on your array every time you want unique elements.
Reference: https://www.rubyguides.com/2018/08/ruby-set-class/

Superset & Subset

A superset is a set that contains all the elements of another set.

Set.new(10..40) >= Set.new(20..30)

subset is a set that is made from parts of another set:

Set.new(25..27) <= Set.new(20..30)


Example:

> seen = Set.new
=> #<Set: {}>
> seen.add(4)
=> #<Set: {4}>
> seen.add(4)
=> #<Set: {4}>
> seen.add(8)
=> #<Set: {4, 8}>
> seen.add(9)
=> #<Set: {4, 8, 9}>
> seen.add(90)
=> #<Set: {4, 8, 9, 90}>
> seen.add(4)
=> #<Set: {4, 8, 9, 90}>

> seen.to_a
=> [4, 8, 9, 90]
> seen.to_a[3]
=> 90
> seen | (1..10) # set union operator
=> #<Set: {4, 8, 9, 90, 1, 2, 3, 5, 6, 7, 10}>

> seen =  seen | (1..10)
=> #<Set: {4, 8, 9, 90, 1, 2, 3, 5, 6, 7, 10}>
> seen - (3..4)  # set difference operator
=> #<Set: {8, 9, 90, 1, 2, 5, 6, 7, 10}>

set1 = Set.new(1..5)
set2 = Set.new(4..8) 
> set1 & set2  # set intersection operator
=> #<Set: {4, 5}>

9. Rich Standard Library

Ruby’s Enumerable module adds powerful methods to collections.
Example:

# Group numbers by even/odd
numbers = [1, 2, 3, 4]
grouped = numbers.group_by { |n| n.even? ? :even : :odd }
puts grouped # => { :odd => [1, 3], :even => [2, 4] }

10. Convention over Configuration

Ruby minimizes boilerplate code with conventions.
Example:

class Book
  attr_accessor :title, :author  # Auto-generates getters/setters
  def initialize(title, author)
    @title = title
    @author = author
  end
end

book = Book.new("Ruby 101", "Alice")
puts book.title # => "Ruby 101"

11. Method Naming Conventions

Method suffixes clarify intent:

  • ? for boolean returns.
  • ! for dangerous/mutating methods.
    Example:
str = "ruby"
puts str.capitalize! # => "Ruby" (mutates the string)
puts str.empty?      # => false

12. Functional Programming Features

Ruby supports Procs (objects holding code) and lambdas.
Example:

# Lambda example
double = lambda { |x| x * 2 }
puts [1, 2, 3].map(&double) # => [2, 4, 6]

# Proc example
greet = Proc.new { |name| puts "Hello, #{name}!" }
greet.call("Bob") # => "Hello, Bob!"

13. IRB (Interactive Ruby)

Test code snippets instantly in the REPL:

$ irb
irb> [1, 2, 3].sum # => 6
irb> Time.now.year  # => 2023

14. Garbage Collection

Automatic memory management:

# No need to free memory manually
1000.times { String.new("temp") } # GC cleans up unused objects

15. Community and Ecosystem

RubyGems (packages) like:

  • Rails: Full-stack web framework.
  • RSpec: Testing framework.
  • Sinatra: Lightweight web server.

Install a gem:

gem install rails

16. Error Handling

Use begin/rescue for exceptions:

begin
  puts 10 / 0
rescue ZeroDivisionError => e
  puts "Error: #{e.message}" # => "Error: divided by 0"
end

17. Open Classes

Modify existing classes (use carefully!):

class String
  def reverse_and_upcase
    self.reverse.upcase
  end
end

puts "hello".reverse_and_upcase # => "OLLEH"

18. Reflection

Inspect objects at runtime:

class Dog
  def bark
    puts "Woof!"
  end
end

dog = Dog.new
puts dog.respond_to?(:bark) # => true
puts Dog.instance_methods   # List all methods

Ruby’s design philosophy emphasizes developer productivity and joy. These features make it ideal for rapid prototyping, web development (with Rails), scripting, and more.

Enjoy Ruby! 🚀

Mastering 🎓 Ruby’s Core Concepts: A Deep Dive into Method Magic 🪄, Modules, Mixins and Meta-Programming

Introduction:

Ruby, with its elegant syntax and dynamic nature, empowers developers to write expressive and flexible code. But beneath its simplicity lie powerful—and sometimes misunderstood – concepts like modules, mixins, and meta-programming that define the language’s true potential. Whether you’re wrestling with method lookup order, curious about how method_missing enables magic-like behaviour, or want to leverage eigen classes to bend Ruby’s object model to your will, understanding these fundamentals is key to writing clean, efficient, and maintainable code.

In this guide, we’ll unravel Ruby 3.4’s threading model, its Global Interpreter Lock (GIL) nuances, and how Ruby on Rails 8 leverages concurrency for scalable web applications. We’ll unpack foundational concepts like the Comparable module, Hash collections, and functional programming constructs such as lambdas and Procs. Additionally, we’ll demystify Ruby’s interpreted nature, contrast compilers with interpreters, and highlight modern GC advancements that optimize memory management. Through practical examples, we’ll also examine Ruby’s exception handling, the purpose of respond_to?, Ruby’s core mechanics, from modules and classes to the secrets of the ancestor chain, equipping you with the knowledge to transform from a Ruby user to a Ruby architect. Let’s dive in! 🔍


Why Call It “Magic”?

  • Ruby lets you break conventional rules and invent your own behavior.
  • It feels like “sorcery” compared to statically-typed languages.
  • Frameworks like Rails rely heavily on this (e.g., has_manybefore_action).
  1. method_missing
    • Ruby’s way of saying, “If a method doesn’t exist, call this instead!”
    • Lets you handle undefined methods dynamically (e.g., building DSLs or proxies).
  2. Dynamic Method Creation (define_methodsend)
    • Define methods on the fly based on conditions or data.
    • Example: Automatically generating getters/setters without attr_accessor.
  3. Ghost Methods & respond_to_missing?
    • Methods that “don’t exist” syntactically but behave like they do.
    • Makes objects infinitely adaptable (e.g., Rails’ find_by_* methods).
  4. Singleton Methods (Eigenclass Wizardry)
    • Attaching methods to individual objects (even classes!) at runtime.
    • Example: Adding a custom method to just one string:
str = "hello"
def str.shout; upcase + "!"; end
str.shout # => "HELLO!"

5. Meta-Programming (Code that Writes Code)
* Using evalclass_eval, or instance_eval to modify behaviour dynamically.

Analogy:
If regular methods are “tools,” Ruby’s method magic is like a wand—you can conjure new tools out of thin air!

1. Modules, Classes, and Singleton Methods

  • Modules: Namespaces or mixins. Cannot be instantiated. Use include/extend to add methods.
  • Classes: Inherit via <, instantiated with new. Single inheritance only.
  • Singleton Methods: Methods defined on a single object (e.g., class methods are singleton methods of the class object).
  obj = "hello"
  def obj.custom_method; end # Singleton method for `obj`

2. include, extend, and prepend

  • include: Adds a module’s instance methods to a class as instance methods.
  module M; def foo; end; end
  class C; include M; end
  C.new.foo # => works
  • extend: Adds a module’s methods as class methods (or to an object’s singleton class).
  class C; extend M; end
  C.foo # => works
  • prepend: Inserts the module before the class in the method lookup chain, overriding class methods.
  class C; prepend M; end
  C.ancestors # => [M, C, ...]

3. Inheritance

  • Single inheritance: class Sub < Super.
  • Ancestor chain includes superclasses and modules (via include/prepend).
  class A; end
  class B < A; end
  B.ancestors # => [B, A, Object, ...]

4. Mixins

  • Ruby’s way of achieving multiple inheritance. Include modules to add instance methods.
  module Enumerable
    def map; ...; end # Requires `each` to be defined
  end
  class MyList
    include Enumerable
    def each; ...; end
  end

5. Meta-Programming with Variables

  • Instance Variables:
  obj.instance_variable_get(:@var)
  obj.instance_variable_set(:@var, 42)
  • Class Variables:
  MyClass.class_variable_set(:@@count, 0)
  MyClass.class_variable_get(:@@count)
  • Use define_method or eval for dynamic method creation:
  class MyClass
    [:a, :b].each { |m| define_method(m) { ... } }
  end

6. Eigenclass (Singleton Class)

  • Hidden class where singleton methods live. Accessed via singleton_class or class << obj.
  obj = Object.new
  eigenclass = class << obj; self; end
  eigenclass.define_method(:foo) { ... }
  • Class methods are stored in the class’s eigenclass.

7. Ancestors (Method Lookup)

  • Order: Eigenclass → prepended modules → class → included modules → superclass.
  class C; include M; prepend P; end
  C.ancestors # => [P, C, M, Object, ...]

8. method_missing

  • Called when a method is not found. Override for dynamic behavior.
  class Proxy
    def method_missing(method, *args)
      # Handle unknown methods here
    end
  end

9. String Interpolation

  • Embed code in #{} within double-quoted strings or symbols:
  name = "Alice"
  puts "Hello, #{name.upcase}!" # => "Hello, ALICE!"
  • Single quotes ('') disable interpolation.

10. Threading in Ruby 3.4 and Ruby on Rails 8

Does Ruby 3.4 support threads?
Yes, Ruby 3.4 supports threads via its native Thread class. However, due to the Global Interpreter Lock (GIL) in MRI (Matz’s Ruby Interpreter), Ruby threads are concurrent but not parallel for CPU-bound tasks. I/O-bound tasks (e.g., HTTP requests, file operations) can still benefit from threading as the GIL is released during I/O waits.

How to do threading in Ruby:

threads = []
3.times do |i|
  threads << Thread.new { puts "Thread #{i} running" }
end
threads.each(&:join) # Wait for all threads to finish

In Ruby on Rails 8:

  • Use threading for background tasks, API calls, or parallel processing.
  • Ensure thread safety: Avoid shared mutable state; use mutexes or thread-safe data structures.
  • Rails automatically manages database connection pools for threads.
  • Example in a controller:
  def parallel_requests
    threads = [fetch_data, process_images]
    results = threads.map(&:value)
    render json: results
  end

  private

  def fetch_data
    Thread.new { ExternalService.get_data }
  end

11. The Comparable Module

Mix in Comparable to add comparison methods (<, >, <=, >=, ==, between?) to a class. Define <=> (spaceship operator) to compare instances:

class Person
  include Comparable
  attr_reader :age

  def initialize(age)
    @age = age
  end

  def <=>(other)
    age <=> other.age
  end
end

alice = Person.new(30)
bob = Person.new(25)
alice > bob # => true

12. Why Ruby is interpreted?

Compiler vs. Interpreter
CompilerInterpreter
Translates entire code upfront.Translates and executes line-by-line.
Faster execution.Slower execution.
Harder to debug.Easier to debug.
Examples: C++, Rust.Examples: Python, Ruby.

Why Ruby is interpreted?
Ruby prioritizes developer productivity and dynamic features (e.g., metaprogramming). MRI uses an interpreter, but JRuby (JVM) and TruffleRuby use JIT compilation.

Which is better?

  • Compiler: Better for performance-critical applications.
  • Interpreter: Better for rapid development and scripting.

13. respond_to? in Ruby

Checks if an object can respond to a method:

str = "hello"
str.respond_to?(:upcase) # => true

Other Languages:

  • Python: hasattr(obj, 'method')
  • JavaScript: 'method' in obj
  • Java/C#: No direct equivalent (static typing avoids runtime checks).

14. Ruby Hash

A key-value collection:

user = { name: "Alice", age: 30 }

Advantages:

  • Fast O(1) average lookup.
  • Flexible keys (symbols, strings, objects).
  • Ordered in Ruby 1.9+.

Use Cases:

  • Configuration settings.
  • Caching (e.g., Rails.cache).
  • Grouping data (e.g., group_by).

15. Lambdas and Procs

Lambda (strict argument check, returns from itself):

lambda = ->(x, y) { x + y }
lambda.call(2, 3) # => 5

Proc (flexible arguments, returns from enclosing method):

def test
  proc = Proc.new { return "Exiting" }
  proc.call
  "Never reached"
end
test # => "Exiting"

Use Cases:

  • Passing behavior to methods (e.g., map(&:method)).
  • Callbacks and event handling.

16. Ruby 3.4 Garbage Collector (GC)

Improvements:

  • Generational GC: Separates objects into young (short-lived) and old (long-lived) generations for faster collection.
  • Incremental GC: Reduces pause times by interleaving GC with program execution.
  • Compaction: Reduces memory fragmentation (introduced in Ruby 2.7).

How It Works:

  1. Mark Phase: Traces reachable objects.
  2. Sweep Phase: Frees memory of unmarked objects.
  3. Compaction: Rearranges objects to optimize memory usage.

17. Exception Handling in Ruby

begin
  # Risky code
  File.open("file.txt") { |f| puts f.read }
rescue Errno::ENOENT => e
  # Handle file not found
  puts "File missing: #{e.message}"
rescue StandardError => e
  # General error handling
  puts "Error: #{e}"
ensure
  # Always execute (e.g., cleanup)
  puts "Execution completed."
end
  • rescue: Catches exceptions.
  • else: Runs if no exception.
  • ensure: Runs regardless of success/failure.

Summary

  • Mixins: Use include (instance methods), extend (class methods), or prepend.
  • Singletons: Methods on individual objects (e.g., def obj.method).
  • Meta-Programming: Dynamically define methods/variables with instance_variable_get, define_method, etc.
  • Lookup: Follows the ancestors chain, including modules and eigenclasses.
  • Eigenclasses: The hidden class behind every object for singleton methods.

Happy Ruby Coding! 🚀

Regular Expressions 🎰 in Ruby: A Step-by-Step Guide

Regular expressions (regex) are powerful tools for pattern matching and text manipulation. In Ruby, they’re implemented through the Regexp class. Let’s start with the basics and gradually build up to more complex patterns.

1. Basic Matching

Literal Characters

The simplest regex matches exact text:

"hello".match(/hello/)  #=> #<MatchData "hello">

Special Characters

Some characters have special meaning and need escaping with \:

# Matching a literal dot
"file.txt".match(/file\.txt/)  #=> #<MatchData "file.txt">

2. Character Classes

Simple Character Sets

Match any one character from a set:

# Match either 'a', 'b', or 'c'
"bat".match(/[abc]/)  #=> #<MatchData "b">

Ranges

Match any character in a range:

# Match any lowercase letter
"hello".match(/[a-z]/)  #=> #<MatchData "h">

# Match any digit
"Room 101".match(/[0-9]/)  #=> #<MatchData "1">

Negated Character Sets

Match any character NOT in the set:

# Match any character that's not a vowel
"hello".match(/[^aeiou]/)  #=> #<MatchData "h">

3. Shorthand Character Classes

Ruby provides shortcuts for common character classes:

\d  # Any digit (0-9)
\D  # Any non-digit
\w  # Word character (letter, digit, underscore)
\W  # Non-word character
\s  # Whitespace (space, tab, newline)
\S  # Non-whitespace

Examples:

"Price: $100".match(/\d+/)  #=> #<MatchData "100">
"hello_world".match(/\w+/)  #=> #<MatchData "hello_world">

4. Quantifiers

Control how many times a pattern should match:

?     # 0 or 1 times
*     # 0 or more times
+     # 1 or more times
{n}   # Exactly n times
{n,}  # n or more times
{n,m} # Between n and m times

Examples:

# Match between 3 and 5 digits
"12345".match(/\d{3,5}/)  #=> #<MatchData "12345">

# Match 'color' or 'colour'
"colour".match(/colou?r/)  #=> #<MatchData "colour">

5. Anchors

Match positions rather than characters:

^  # Start of line
$  # End of line
\A # Start of string
\Z # End of string
\b # Word boundary

Examples:

# Check if string starts with 'Hello'
"Hello world".match(/^Hello/)  #=> #<MatchData "Hello">

# Check if string ends with 'world'
"Hello world".match(/world$/)  #=> #<MatchData "world">

6. Grouping and Capturing

Parentheses create groups and capture matches:

# Capture date components
match = "2023-05-18".match(/(\d{4})-(\d{2})-(\d{2})/)
match[1]  #=> "2023" (year)
match[2]  #=> "05"   (month)
match[3]  #=> "18"   (day)

7. Alternation

The pipe | acts like an OR operator:

# Match 'cat' or 'dog'
"dog".match(/cat|dog/)  #=> #<MatchData "dog">

8. Modifiers

Change how the regex works:

i  # Case insensitive
m  # Multiline mode (dot matches newline)
x  # Ignore whitespace (for readability)

Examples:

# Case insensitive match
"HELLO".match(/hello/i)  #=> #<MatchData "HELLO">

9. Lookarounds

Assert that a pattern is or isn’t ahead/behind:

(?=pattern)  # Positive lookahead
(?!pattern)  # Negative lookahead
(?<=pattern) # Positive lookbehind
(?<!pattern) # Negative lookbehind

Example:

# Match 'q' not followed by 'u'
"qat".match(/q(?!u)/)  #=> #<MatchData "q">

10. Ruby-Specific Features

Named Captures

match = "2023-05-18".match(/(?<year>\d{4})-(?<month>\d{2})-(?<day>\d{2})/)
match[:year]  #=> "2023"

%r Notation

Alternative syntax for regex literals:

%r{http://example\.com}  # Same as /http:\/\/example\.com/

String Methods Using Regex

Ruby strings have many regex methods:

"hello".gsub(/[aeiou]/, '*')  #=> "h*ll*"
"a,b,c".split(/,/)            #=> ["a", "b", "c"]
"hello".scan(/./)             #=> ["h", "e", "l", "l", "o"]

Practical Examples

  1. Email Validation:
email_regex = /\A[\w+\-.]+@[a-z\d\-]+(\.[a-z]+)*\.[a-z]+\z/i
"test@example.com".match?(email_regex)  #=> true
  1. Extracting Phone Numbers:
text = "Call me at 555-1234 or (555) 987-6543"
text.scan(/(\(\d{3}\) \d{3}-\d{4}|\d{3}-\d{4})/)  #=> ["555-1234", "(555) 987-6543"]
  1. HTML Tag Extraction:
html = "<p>Hello</p><div>World</div>"
html.scan(/<(\w+)>(.*?)<\/\1>/)  #=> [["p", "Hello"], ["div", "World"]]

Tips for Effective Regex in Ruby

  1. Use Regexp.escape when matching literal strings:

Returns a new string that escapes any characters that have special meaning in a regular expression:

s = Regexp.escape('\*?{}.')      # => "\\\\\\*\\?\\{\\}\\."
   Regexp.escape("file.txt")  #=> "file\\.txt"
  1. For complex patterns, use the x modifier for readability:
   regex = /
     \A             # Start of string
     [\w+\-.]+      # Local part
     @              # @ symbol
     [a-z\d\-]+     # Domain
     (\.[a-z]+)*    # Subdomains
     \.[a-z]+\z     # TLD
   /xi
  1. Consider using Rubular (https://rubular.com/) for testing your Ruby regular expressions.

Regular expressions can become complex, but starting with these fundamentals will give you a solid foundation for text processing in Ruby.

Happy Ruby Coding! 🚀

Useful Ruby 💎 Methods: A Short Guide – Scan, Inject With Performance Analysis

#scan Method

Finds all occurrences of a pattern in a string and returns them as an array.

The scan method in Ruby is a powerful string method that allows you to find all occurrences of a pattern in a string. It returns an array of matches, making it extremely useful for text processing and data extraction tasks.

Basic Syntax

string.scan(pattern) → array
string.scan(pattern) { |match| block } → string

Examples

Simple Word matching:

text = "hello world hello ruby"
matches = text.scan(/hello/)
puts matches.inspect
# Output: ["hello", "hello"]

Matching Multiple Patterns

text = "The quick brown fox jumps over the lazy dog"
matches = text.scan(/\b\w{3}\b/)  # Find all 3-letter words
puts matches.inspect
# Output: ["The", "fox", "the", "dog"]

1. Find All Matches

"hello world".scan(/\w+/) # => ["hello", "world"]  

2. Extract Numbers

"Age: 25, Price: $50".scan(/\d+/) # => ["25", "50"]  

3. Matching All Characters

"hello".scan(/./) { |c| puts c }
# Output:
# h
# e
# l
# l
# o

3. Capture Groups (Returns Arrays)

"Name: Alice, Age: 30".scan(/(\w+): (\w+)/)  
# => [["Name", "Alice"], ["Age", "30"]]  

When you use parentheses in your regex, scan returns arrays of captures:

text = "John: 30, Jane: 25, Alex: 40"
matches = text.scan(/(\w+): (\d+)/)
puts matches.inspect
# Output: [["John", "30"], ["Jane", "25"], ["Alex", "40"]]

4. Iterate with a Block

"a1 b2 c3".scan(/(\w)(\d)/) { |letter, num| puts "#{letter} -> #{num}" }  
# Output:  
# a -> 1  
# b -> 2  
# c -> 3  
text = "Prices: $10, $20, $30"
total = 0
text.scan(/\$(\d+)/) { |match| total += match[0].to_i }
puts total
# Output: 60

5. Case-Insensitive Search

"Ruby is COOL!".scan(/cool/i) # => ["COOL"]  

6. Extract Email Addresses

"Email me at test@mail.com".scan(/\S+@\S+/) # => ["test@mail.com"]  
text = "Contact us at support@example.com or sales@company.org"
emails = text.scan(/\b[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,}\b/)
puts emails.inspect
# Output: ["support@example.com", "sales@company.org"]

Performance Characteristics: Ruby’s #scan Method

The #scan method is generally efficient for most common string processing tasks, but its performance depends on several factors:

  1. String length – Larger strings take longer to process
  2. Pattern complexity – Simple patterns are faster than complex regex
  3. Number of matches – More matches mean more memory allocation

Performance Considerations

1. Time Complexity 🧮

  • Best case: O(n) where n is string length
  • Worst case: O(n*m) for complex regex patterns (with backtracking)

2. Memory Usage 🧠

  • Creates an array with all matches
  • Each match is a new string object (memory intensive for large results)

Benchmark 📈 Examples

require 'benchmark'

large_text = "Lorem ipsum " * 10_000

# Simple word matching
Benchmark.bm do |x|
  x.report("simple scan:") { large_text.scan(/\w+/) }
  x.report("complex scan:") { large_text.scan(/(?:^|\s)(\w+)(?=\s|$)/) }
end

Typical results:

              user     system      total        real
simple scan:  0.020000   0.000000   0.020000 (  0.018123)
complex scan: 0.050000   0.010000   0.060000 (  0.054678)

Optimization Tips 💡

  1. Use simpler patterns when possible:
   # Slower
   text.scan(/(?:^|\s)(\w+)(?=\s|$)/)

   # Faster equivalent
   text.scan(/\b\w+\b/)
  1. Avoid capture groups if you don’t need them:
   # Slower (creates match groups)
   text.scan(/(\w+)/)

   # Faster
   text.scan(/\w+/)
  1. Use blocks to avoid large arrays:
   # Stores all matches in memory
   matches = text.scan(pattern)

   # Processes matches without storing
   text.scan(pattern) { |m| process(m) }
  1. Consider alternatives for very large strings:
   # For simple splits, String#split might be faster
   words = text.split

   # For streaming processing, use StringIO

When to Be Cautious ⚠️

  • Processing multi-megabyte strings
  • Using highly complex regular expressions
  • When you only need the first few matches (consider #match instead)

The #scan method is optimized for most common cases, but for performance-critical applications with large inputs, consider benchmarking alternatives.


#inject Method (aka #reduce)

Enumerable#inject takes two arguments: a base case and a block.

Each item of the Enumerable is passed to the block, and the result of the block is fed into the block again and iterate next item.

In a way the inject function injects the function between the elements of the enumerable. inject is aliased as reduce. You use it when you want to reduce a collection to a single value.

For example:

    product = [ 2, 3, 4 ].inject(1) do |result, next_value|
      result * next_value
    end
    product #=> 24

Purpose

  • Accumulates values by applying an operation to each element in a collection
  • Can produce a single aggregated result or a compound value

Basic Syntax

collection.inject(initial) { |memo, element| block } → object
collection.inject { |memo, element| block } → object
collection.inject(symbol) → object
collection.inject(initial, symbol) → object

Key Features

  1. Takes an optional initial value
  2. The block receives the memo (accumulator) and current element
  3. Returns the final value of the memo

👉 Examples

1. Summing Numbers

[1, 2, 3].inject(0) { |sum, n| sum + n } # => 6

2. Finding Maximum Value

[4, 2, 7, 1].inject { |max, n| max > n ? max : n } # => 7

3. Building a Hash

[:a, :b, :c].inject({}) { |h, k| h[k] = k.to_s; h }
# => {:a=>"a", :b=>""b"", :c=>"c"}

4. Symbol Shorthand (Ruby 1.9+)

[1, 2, 3].inject(:+) # => 6 (same as sum)
[1, 2, 3].inject(2, :*) # => 12 (2 * 1 * 2 * 3)

5. String Concatenation

%w[r u b y].inject("") { |s, c| s + c.upcase } # => "RUBY"

6. Counting Occurrences

words = %w[apple banana apple cherry apple]
words.inject(Hash.new(0)) { |h, w| h[w] += 1; h }
# => {"apple"=>3, "banana"=>1, "cherry"=>1}

Performance Characteristics: Ruby’s #inject Method

  1. Time Complexity: O(n) – processes each element exactly once
  2. Memory Usage:
  • Generally creates only one accumulator object
  • Avoids intermediate arrays (unlike chained map + reduce)

Benchmark 📈 Examples

require 'benchmark'

large_array = (1..1_000_000).to_a

Benchmark.bm do |x|
  x.report("inject:") { large_array.inject(0, :+) }
  x.report("each + var:") do
    sum = 0
    large_array.each { |n| sum += n }
    sum
  end
end

Typical results show inject is slightly slower than explicit iteration but more concise:

              user     system      total        real
inject:      0.040000   0.000000   0.040000 (  0.042317)
each + var:  0.030000   0.000000   0.030000 (  0.037894)

Optimization Tips 💡

  1. Use symbol shorthand when possible (faster than blocks):
   # Faster
   array.inject(:+)

   # Slower
   array.inject { |sum, n| sum + n }
  1. Preallocate mutable objects when building structures:
   # Good for hashes
   items.inject({}) { |h, (k,v)| h[k] = v; h }

   # Better for arrays
   items.inject([]) { |a, e| a << e.transform; a }
  1. Avoid unnecessary object creation in blocks:
   # Bad - creates new string each time
   strings.inject("") { |s, x| s + x.upcase }

   # Good - mutates original string
   strings.inject("") { |s, x| s << x.upcase }
  1. Consider alternatives for simple cases:
   # For simple sums
   array.sum # (Ruby 2.4+) is faster than inject(:+)

   # For concatenation
   array.join is faster than inject(:+)

When to Be Cautious ⚠️

  • With extremely large collections where memory matters
  • When the block operations are very simple (explicit loop may be faster)
  • When building complex nested structures (consider each_with_object)

The inject method provides excellent readability with generally good performance for most use cases.