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sample milia app tutorial

Daudi Amani edited this page Nov 22, 2013 · 14 revisions

HOW TO Create a working sample milia application using rails/devise: sample-milia-app


This tutorial is a capture of everything I did to create a sample app for milia. There's enough brief comments for anyone to follow step-by-step. It is based on my dev environment which is Ubuntu 13.10 on a PC. YMMV.

The "app" itself is merely a simple barebones structure to display an index page, require sign-in to do anything else, has a sign-up page for starting a new organization (ie tenant), a way to send invitations to other members, and a single tenanted model (members) to prove that tenanting is working.

you can see an exact copy of the sample on github: https://github.com/dsaronin/sample-milia-app


FEEDBACK


If you run into difficulties while following the steps here, please be sure to reference the LINE NUMBER or SECTION of the point at which had a problem, as well as any output from that step.

BUT (caveat)

if you've gone commando and have been making changes & enhancements OR have been trying to roll out a full app, you're more or less on your own. I strongly recommend experimenting with milia first in this simple format, get it working, then ADD in increasing layers of complexity and difficulty. Trying to make too many changes at once is a recipe for difficulty in troubleshooting. Don't expect to get rescued.


NOTES


This file isn't fully executable as a shell script. There are just too many things you'll have to to do to help things along.

  1. Instructions for you to do things are in regular text; things you should type or cut&paste, will be in pre-formatted monospaced fonts. commands preceded by a "$" prompt indicate shell level command. commands preceded by a ">" prompt indicate some other program command. in either case, don't type the prompt as part of the command!
  2. I've bracketed groups of text to be edited/added to a file with the following style:

    EDIT: <path/filename> >>>>>>>>>>>>

    things to do &/or edit or add

    ADD: stuff to add follows

    things to add #<<< ADD <<<<<<<<<<<<<<<<<<<<<<<<<< up to here maybe some more edit stuff #<<< EDIT <<<<<<<<<<<<<<<<<<<<<<<<<< up to here
  3. follow everything exactly in the order given
  4. there's non-milia related stuff if you'll be using heroku to host; treat this as optional, if you'd like. but at least I know it works as a completed app.

STEP 0 - PREREQUISITES & EXPECTED BACKGROUND PREPARATION


This background is what I've done on my Ubuntu dev workstation so if you want to follow exactly, you'll need similar. None of this is necessarily required for milia; only to exactly bring up this sample-milia-app.

make sure you have your ssh keys gen'd

  $ ssh-keygen

make sure you have some basic packages on your system

  $ sudo apt-get install curl git vim vim-gnome

make sure you've set up a github account, and git globals.

Install RVM on your system; see http://rvm.io for more information and do any adjustments to your .bashrc, etc files as needed,

  $ \curl -L https://get.rvm.io | bash -s stable

make sure to install ruby 2.0.0

  $ rvm install 2.0.0

I have all my projects in a directory called "projectspace", so these instructions start there.

  $ mkdir projectspace
  $ rvm gemset create projectspace
  $ echo "projectspace" > projectspace/.ruby-gemset
  $ echo "2.0.0" > projectspace/.ruby-version
  $ cd projectspace

install rails (latest version)

  $ gem install rails

OPTIONAL -- get ready for using heroku

  • set up a heroku account at: http://heroku.com
  • install heroku toolbelt: heroku, foreman
  $ wget -qO- https://toolbelt.heroku.com/install-ubuntu.sh | sh
  $ heroku login

set environment variable for later Procfile and later recaptcha usage; I put them in .bashrc.

export PORT=3000
export RACK_ENV=development
# OPTIONAL: recaptcha keys
export RECAPTCHA_PUBLIC_KEY=6LeYAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAKpT
export RECAPTCHA_PRIVATE_KEY=6LeBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBgQBv

STEP 1 - CREATION OF SKELETON APP & REPOSITORY


@GITHUB: create a new repository for (you) anywhere below where you see sample-milia-app, change it to .

  $ cd projectspace   # if not there already

  $ rails new sample-milia-app
  $ echo "sample" > sample-milia-app/.ruby-gemset
  $ echo "2.0.0" > sample-milia-app/.ruby-version
  $ echo "web: bundle exec thin start -R config.ru -p $PORT -e $RACK_ENV" > sample-milia-app/Procfile
  $ rvm gemset create sample
  $ cd sample-milia-app
  $ git init
  $ git add --all .
  $ git commit -am 'initial commit'
  $ git remote add origin [email protected]:<git-user>/sample-milia-app.git
  $ git push -u origin master

STEP 2 - SET UP GEMFILE, BUNDLE INSTALL GEMS


change .gitignore to match your development environment: I just copy my standard .gitignore from another project, but you can copy mine from sample-milia-app on github.

  $ cp ../swalapala/.gitignore .

EDIT Gemfile

  $ vim Gemfile

First, comment OUT the turbolinks gem

  # gem 'turbolinks'

then, enable rubyracer in Gemfile by de-commenting

  gem 'therubyracer', platforms: :ruby

finally, ADD the following lines to Gemfile >>>>>>>>>>>>>>>>>>>>>>

  ruby "2.0.0"   # heroku likes this at the head, as line 2

  # =========================================================
  # sample-milia-app specific stuff
  # =========================================================
  # Bundle the extra gems:
  gem 'haml-rails'   
  gem 'html2haml', :git => 'git://github.com/haml/html2haml.git'  # "2.0.0.beta.2", 

  # stuff that heroku likes to have
  gem 'thin'
  gem "SystemTimer", :require => "system_timer", :platforms => :ruby_18
  gem "rack-timeout"
  gem 'rails_12factor'

  # airbrake is optional and configured by config.use_airbrake in milia initializer
  # default is false; if you change it to true, uncomment out the line below
  # gem 'airbrake'   # uncomment this if you will use airbrake for exception notifications

  gem 'web-app-theme', :git => 'git://github.com/dsaronin/web-app-theme.git'
  gem 'devise', '~>3.2'
  gem 'milia', :git => 'git://github.com/dsaronin/milia.git', :branch => 'newdev'

  # recaptcha is optional and configured by config.use_recaptcha in milia initializer
  # default is true; if you change it to false, comment out the line below
  gem 'recaptcha', :require => "recaptcha/rails"

EDIT: app/assets/javascripts/application.js

comment out turbolinks in your Javascript manifest file; we won't need turbolinks for this simple sample.

  //  require turbolinks to 

BUNDLE install all the gems

  $ bundle install

STEP 3 - PREP APP UI TEMPLATES & CHECK OUT DISPLAYS


Source for web-app-theme notes and revisions: http://blog.bryanbibat.net/2011/09/24/starting-a-professional-rails-3-1-app-with-web-app-theme-devise-and-kaminari/


Generate home page

  $ rails g controller home index

remove default Rails index page

  $ rm public/index.html

EDIT config/routes.rb

ADD the root :to => "home#index" within the do..end block

    SampleMiliaApp::Application.routes.draw do

      root :to => "home#index"

    end

create the database

  $ rake db:create

test by starting server: $ foreman start

CHECK-OUT: at your browser: http://localhost:3000/ you should see an empty template page for home/index

******* NOW WE'LL GENERATE A THEME with web-app-theme ******** $ rails g web_app_theme:theme --engine=haml --theme="red" --app-name="Simple Milia App"

Delete the default layout originally generated $ rm app/views/layouts/application.html.erb

CHECK-OUT: stop, restart server over at the browser, refresh the page and see the theme and colors for the basic template and the template page should come up

generate some sample text for the page to flesh it out $ rails g web_app_theme:themed home --themed-type=text --theme="red" --engine=haml

$ mv app/views/home/show.html.haml app/views/home/index.html.haml

CHECK-OUT: over at the browser, refresh the page

STEP 4 - SIMPLE devise SET UP (pre-installing milia) $ rails g devise:install $ rails g devise user

EDIT: config/environments/development.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> ADD: following AFTER the final config.action_xxxxx stuff >>>>>>>>>>>>>>>>>>>>>>> of course, you will want to change your domain, email user_name and password to match your actual values!

devise says to define default url

config.action_mailer.default_url_options = { :host => 'localhost:3000' }

set up for email sending even in dev mode

Don't care if the mailer can't send

config.action_mailer.raise_delivery_errors = false

config.action_mailer.delivery_method = :smtp

ActionMailer::Base.smtp_settings = { :address => "smtp.gmail.com", :port => "587", :authentication => :plain, :user_name => "[email protected]", :password => "my-password", :enable_starttls_auto => true }

EDIT: config/environments/production.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> this sample is showing as how it would be if your production server is hosted via heroku.com using the SENDGRID plugin for emailing ADD: following AFTER the final config.action_xxxxx stuff >>>>>>>>>>>>>>>>>>>>>>

devise says to define default url

config.action_mailer.default_url_options = { :host => 'secure.simple-milia-app.com', :protocol => 'https' }

ActionMailer::Base.delivery_method = :smtp

ActionMailer::Base.smtp_settings = { :address => 'smtp.sendgrid.net', :port => '587', :authentication => :plain, :user_name => ENV['SENDGRID_USERNAME'], :password => ENV['SENDGRID_PASSWORD'], :domain => 'heroku.com' }

EDIT: config/environments/test.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> ADD: following AFTER the final config.action_xxxxx stuff >>>>>>>>>>>>>>>>

devise says to define default url

config.action_mailer.default_url_options = { :host => "www.example.com" }

set up scopes for devise EDIT: app/models/user.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> add confirmable to line 4 devise :database_authenticatable, :registerable, :confirmable,

EDIT: db/migrate/xxxxxxx_devise_create_users.rb >>>>>>>>>>>>>>>>>>>>>>>>> uncomment the confirmable section, it will then look as follows:

  ## Confirmable
  t.string   :confirmation_token
  t.datetime :confirmed_at
  t.datetime :confirmation_sent_at
  t.string   :unconfirmed_email # Only if using reconfirmable

and uncomment the confirmation_token index line add_index :users, :confirmation_token, :unique => true

EDIT: config/initializers/devise.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> change mailer_sender to be your from: email address config.mailer_sender = "[email protected]"

locate and uncomment the following lines: config.pepper = '46f2....' config.confirmation_keys = [ :email ] config.email_regexp = /\A[^@]+@[^@]+\z/

run the migration $ rake db:migrate

CHECK-OUT: check things out at browser before proceeding stop/restart foreman ^c stops foreman; foreman start restarts it; F5 refreshes the browser page

customize login screen generate the sign-in/sign-out layout:

$ rails g web_app_theme:theme sign --layout-type=sign --theme="red" --engine=haml --app-name="Simple Milia App"

EDIT: config/application.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> NOTE: please see details and cautions at: http://guides.rubyonrails.org/asset_pipeline.html Section 4.1 Precompiling Assets

uncomment the config.time_zone line and set it to your timezone config.time_zone = 'Pacific Time (US & Canada)'

IF: you will be deploying production on heroku, then ADD: following AFTER the config.time_zone line >>>>>>>>>>>>>>>>>>>>>>>>>>> # For faster asset precompiles, you can partially load your application. # In that case, templates cannot see application objects or methods. # Heroku requires this to be false. config.assets.initialize_on_precompile = false

change the layout for sign-in/sign-up by adding the following into the class .... end block

config.to_prepare do Devise::SessionsController.layout "sign" Devise::RegistrationsController.layout "sign" Devise::ConfirmationsController.layout "sign" end

if we use devise to gen the views, they'll be genned in erb and a different format from the layout style we're using. instead, get the three files from simple-milia-app on github and put them in similarly names paths in your app: the easiest way to do that is to simply copy the entire milia doc/devise directory

USE: app/views/devise/sessions/new.html.haml

USE: app/views/devise/registrations/new.html.haml

USE: app/views/devise/confirmations/new.html.haml

CHECK-OUT: http://localhost:3000/users/sign_in to view the sign-in form then click SIGN UP and view the sign-up form

EDIT: app/controllers/application_controller.rb >>>>>>>>>>>>>>>>>>>>> NOTE: this line is only for the basic devise (no milia) version; we will later uncomment or remove this line when we install milia ADD following lines immediately after line 4 protect_from_forgery ... before_action :authenticate_user!

EDIT: app/controllers/home_controller.rb ADD immediately after line 1 class HomeController skip_before_action :authenticate_user!, :only => [ :index ]


STEP 4 - TEST devise SIGN UP, ACTIVATION, SIGN IN, SIGN OUT


NOTE: we will later DELETE all users added in this manner BEFORE we install milia. Reason is because currently there is no tenanting. DO NOT TRY TO LATER MANUALLY ATTEMPT TO CONVERT THESE INITIAL USERS TO A TENANTING MODEL: it is poor software practice to do that. you are just testing and verifying that we've got devise up and enabled.


CHECK-OUT: sign up as a new user, the log file will show that an email was sent together with the activation code & URL and if your email/password are correct, an email should have been sent as well! copy & paste this address as-is into the browser address area & go to it to activate it will take you to a sign in screen; sign in REFRESH index page (to refresh the logout validity token) sign out sign in again as the user


STEP 5 - adding in milia and making multi-tenantable


remove any users created above in STEP 4 start the rails console $ rail c > User.all.each{|x| x.destroy} > exit

rollback the initial migration (because we'll be changing it slightly) $ rake db:rollback

Milia expects a user session, so please set one up EDIT: Gemfile ADD gem 'activerecord-session_store', github: 'rails/activerecord-session_store'

BUNDLE install to get the new gems $ bundle install

now generate the session migration $ rails g active_record:session_migration

EDIT: db/migrate/xxxxxxx_devise_create_users.rb >>>>>>>>>>>>>>>>>>>>>>>>> add above the t.timestamps line: t.references :tenant

generate the tenant migration $ rails g model tenant tenant:references name:string:index

generate the tenants_users join table migration $ rails g migration CreateTenantsUsersJoinTable tenants users

EDIT: db/migrate/20131119092046_create_tenants_users_join_table.rb >>>>>>>>>> then uncomment the first index line as follows: t.index [:tenant_id, :user_id]

EDIT: app/controllers/application_controller.rb >>>>>>>>>>>>>>>>>>>>> NOTE: before all tenanted controllers, you MUST HAVE a before_action :authenticate_tenant! It is best to have it at the start of your application_controller If you happen to have any general universal access controllers, then you can place at the top of those specific controllers: skip_before_action :authenticate_tenant!, :only => [ ]

CHANGE: comment authenticate_user! line to authenticate_tenant! (make it look like the statement below) before_action :authenticate_tenant! # authenticates user and sets up tenant

ADD following lines immediately after that: >>>>>>>>>>>>>>>>>>>>>>>>>>

rescue_from ::Milia::Control::MaxTenantExceeded, :with => :max_tenants rescue_from ::Milia::Control::InvalidTenantAccess, :with => :invalid_tenant

milia defines a default max_tenants, invalid_tenant exception handling

but you can override if you wish to handle directly

EDIT: config/routes.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> ADD the :controllers clause to the existing devise_for :users : devise_for :users, :controllers => { :registrations => "milia/registrations", :sessions => "milia/sessions", :confirmations => "milia/confirmations" }

EDIT: app/models/user.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> ADD after the class User line: acts_as_universal_and_determines_account

EDIT: app/models/tenant.rb >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> DELETE belongs_to :tenant

ADD after the class Tenant line: >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> acts_as_universal_and_determines_tenant

def self.create_new_tenant(params)

tenant = Tenant.new(:name => params[:tenant][:name])

if new_signups_not_permitted?(params)

  raise ::Milia::Control::MaxTenantExceeded, "Sorry, new accounts not permitted at this time" 

else 
  tenant.save    # create the tenant
end
return tenant

end

------------------------------------------------------------------------

new_signups_not_permitted? -- returns true if no further signups allowed

args: params from user input; might contain a special 'coupon' code

used to determine whether or not to allow another signup

------------------------------------------------------------------------

def self.new_signups_not_permitted?(params) return false end

------------------------------------------------------------------------

tenant_signup -- setup a new tenant in the system

CALLBACK from devise RegistrationsController (milia override)

AFTER user creation and current_tenant established

args:

user -- new user obj

tenant -- new tenant obj

other -- any other parameter string from initial request

------------------------------------------------------------------------

def self.tenant_signup(user, tenant, other = nil)
  #  StartupJob.queue_startup( tenant, user, other )
  # any special seeding required for a new organizational tenant
end

EDIT: app/controllers/home_controller.rb CHANGE skip_authenticate_user! to skip_authenticate_tenant! skip_before_action :authenticate_tenant!, :only => [ :index ]

REPLACE the empty def index ... end with following ADD: this will give you improved handling for letting user know what is expected. If you want to have a welcome page for signed in users, uncomment the redirect_to line, etc. def index if user_signed_in?

    # was there a previous error msg carry over? make sure it shows in flasher
  flash[:notice] = flash[:error] unless flash[:error].blank?
  #   redirect_to(  welcome_path()  )

else

  if flash[:notice].blank?
    flash[:notice] = "sign in if your organization has an account"
  end

end   # if logged in .. else first time

end

run the migration $ rake db:migrate

config/initializers/milia.rb now supported for config parameters OPTIONAL: change milia configuration options copy doc/milia-initializer.rb to config/initializers/ then edit values as appropriate

NOTE: if Milia.use_coupon is true (default configuration option), then your sign up form MUST return a parameter :coupon => { :coupon => } which can also be blank.

OPTIONAL: edit config/application.rb and add the following to alter default behavior for handling strong_parameters in Rails see: https://github.com/rails/strong_parameters#handling-of-unpermitted-keys choose one of the two options: :raise OR :log ActionController::Parameters.action_on_unpermitted_parameters = :raise | :log

CHECK-OUT: restart foreman and check out at your browser: http://localhost:3000/ click sign up to sign up a new account, get confirmation email (or view in log) activate the new account, sign in, sign out, etc. AFTER signing in, click invite member to invite another member to the organization

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