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Starting a “professional” Rails 3.1 app with Web App Theme, Devise, and Kaminari

With the recent release of web-app-theme providing Rails 3.1 support, it’s time once again for me to write a tutorial on how to earn money from cheap clients who can’t afford designers.

For reference, the previous tutorial can be read here.

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Every Rails developer knows how to create a Rails app. It’s easy as

rails new APP-NAME-HERE

But how many know how to create an app from scratch that looks good enough to sell to clients i.e. with slick design, authentication, authorization, and all that? Sure, there are tutorials out there that cover those components, but most of them cover them only in isolation from each other. A quick tutorial containing multiple components at a time would be a valuable resource to anyone planning to start a new app.

As the resident dilettante in these parts, I’ve decided to create such a tutorial based on a recent demo I made for a prospective client.

This post will discuss how to create a Rails 3.1 application that looks good enough to sell to clients (of course, YMMV) while still having components found in “professional” apps. This tutorial will cover the following:

• Andrea Franz’s web-app-theme gem – this gem generates themes for your web app (hence the name). The demo and the list of available themes can be found on this page.
• Devise – our authentication module. Authlogic‘s fine, but I find Devise’s approach less obtrusive.
• Haml – replaces Erb. Not perfect (e.g. screws up with inline a tags) but the drastic decrease in code makes passing it up difficult.
• Rspec – replaces Test::Unit. Only setup will be covered in this post, actual usage is left to the reader.
• Kaminari – gem for pagination. We’re going to use it in place of the previous gem will_paginate

Rest of the tutorial is below the cut.

Let’s start by creating our new app with no testing framework and with MySQL as the database:

$ rails new pro-template-app-31 -d mysql -T

Now would be a good time to edit the .gitignore file to exclude files you don’t want to add to Git. Rails 3 already provides some good defaults, but if you want more possible entries there are samples available over at Github.

Once done, it’s time to make the initial commit.

$ git init
$ git add .
$ git commit -am "initial commit"

Setup Gemfile

Now is time to add the needed gems to Gemfile.

source 'http://rubygems.org'

gem 'rails', '3.1.0'
gem 'mysql2'
gem 'haml'
gem 'devise'
gem 'kaminari'

group :development, :test do
  gem 'capybara'
  gem 'rspec-rails'
  gem 'haml-rails'
  gem 'hpricot'
  gem 'ruby_parser'
  gem 'web-app-theme', '~> 0.8.0'
end

I’ve already explained most of the gems above at the beginning of this post. The only thing worth noting would be the addition of hpricot and ruby_parser, both of which are needed by web-app-theme to generate haml files.

Run “bundle install” to install the gems. After the gems are installed, all of our generators will now use Rspec instead of Test::Unit, and it can now generate Haml instead of Erb.

Generate home page

Let’s try out our app first by creating a new root page to replace the default.

$ rails g controller home index
 
$ rm public/index.html

Then edit the config/routes.rb:

ProTemplateApp31::Application.routes.draw do
  root :to => "home#index"
end

Before starting the app, don’t forget to create the database:

$ rake db:create

Start the server.

all pictures are clickable BTW

Generate theme with web-app-theme

Here comes the fun part.

$ rails g web_app_theme:theme --engine=haml --app-name="My Latest Web App"

This will generate the layout files using the default theme in haml whose title would be “My Latest Web App”.

(In case you want to use a different theme, add --theme="THEME-NAME" to this and some of the later commands.)

Delete the default layout generated for the rails app:

$ rm app/views/layouts/application.html.erb

then refresh the page.

It looks good, but I think we’re better off using the sample text page from the demo site.

$ rails g web_app_theme:themed home --themed-type=text --engine=haml
 
$ mv app/views/home/show.html.haml app/views/home/index.html.haml

Tweaking web-app-theme v0.8.0

Before we continue, let’s first fix some problems with web-app-theme 0.8.0 when used with Rails 3.1.

First, generate a copy of the current theme to your app so that you could modify them.

$ rails g web_app_theme:assets

Now for the tweaks:

• JavaScript tag doesn’t point to the one generated by the asset pipeline. This is the reason why the sign-out links won’t work if you followed the previous tutorial. Fix here.
• The stylesheet for alert messages are still defined under “error” class. Fix here.
• For some odd reason, the images for buttons were moved to the spec folder. You can bring them back by manually copying them to your project’s web-app-theme asset folder. Here’s one way of doing it:

$ cp $(bundle show web-app-theme)/spec/dummy/public/images/* app/assets/images/web-app-theme/ -r

Add Devise authentication

Let’s install Devise and create our User model in the process.

$ rails g devise:install
 
$ rails g devise user

We also need to customize the login screen. To do this, we must first enable scoped views for Devise.

Then let’s generate the sign-in/sign-out layout:

$ rails g web_app_theme:theme sign --layout-type=sign --engine=haml --app-name="My Latest Web App"

Then let’s add the following files to the config/application.rb file to change the layout for sign-in/sign-up:

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

At this point, you could generate the Devise views via

$ rails g devise:views

but the generated files are in ERb, not to mention that the layout for the sign-in/sign-up pages are different from what web-app-theme expects.

To save you from the hassle of copying the layout of those two pages, you could just copy-paste what I did here and here.

Restart the server, run rake db:migrate, and try going to the login site (/users/sign_in).

Clicking “Sign up”:

Finishing touches to Devise

Let’s do some finishing touches to the UI.

First, modify the layout such that the logout button actually works.

Now to test if Devise really works. Add the before_filter :authenticate_user! to home_controller.rb to kick us out to the login screen if we’re not logged in. While we’re at it, modify the said controller to set tell sign-out to redirect to the sign-in page.

Create a test user via the rails console.

$ rails c

User.create :email => "test@example.com", :password => "123456", :password_confirmation => "123456"

You should now be able to login and logout.

Theming a CRUD module

Now let’s show how to add the web-app-theme to a new CRUD module. To simplify things, we’ll use the ultra-stupidsimple blog demo.

$ rails g scaffold blog_entry subject:string content:text publish_at:datetime
...
$ rake db:migrate

Overwrite the generated files by running web-app-theme’s generator:

$ rails g web_app_theme:themed blog_entries --will-paginate --engine=haml

Since we’re using kaminari, we need to modify the controller and index page accordingly.

We will also have to modify the kaminari template to match the CSS. First generate the view files via

$ rails g kaminari:views default -e haml

then modify the files to match the layout with the demo page. Here’s one way of doing it.

We also need to modify the layout to take into account the new module.

After that, you can still do a couple of minor tweaks to the pages to deal with their “auto-generated” jagged edges. Then you can also apply the error message fix (don’t forget to restart the server) and test it with the screens.

And that’s it. The complete code generated above can be found at Github.

This post by Bryan Bibat is from existence, refactored.

Starting a “professional” Rails app with Haml, Rspec, Devise, and Web App Theme

Every Rails developer knows how to create a Rails app. It’s easy as

rails new APP-NAME-HERE

But how many know how to create an app from scratch that looks good enough to sell to clients i.e. with slick design, authentication, authorization, and all that? Sure, there are tutorials out there that cover those components, but most of them cover them only in isolation from each other. A quick tutorial containing multiple components at a time would be a valuable resource to anyone planning to start a new app.

As the resident dilettante in these parts, I’ve decided to create such a tutorial based on a recent demo I made for a prospective client.

This post will discuss how to create a Rails 3 application that looks good enough to sell to clients (of course, YMMV) while still having components found in “professional” apps. This tutorial will cover the following:

• Andrea Franz’s web-app-theme gem – I only recently found out about this theme generator gem. Had I discovered this sooner, I might not have made “I hate web design” a catchphrase. Basically this gem generates themes for your web app (hence the name). The demo and the list of available themes can be found on this page. The main downside to this gem is the lack of tutorials on the net about it. Hopefully this post will give people an idea what to expect with the gem.
• Devise – our authentication module. Authlogic‘s fine, but I find Devise’s approach less obtrusive.
• Haml – replaces Erb. Not perfect (e.g. screws up with inline a tags) but the drastic decrease in code makes passing it up difficult.
• Rspec – replaces Test::Unit. Only setup will be covered in this post, actual usage is left to the reader.
• will_paginate – gem for pagination. Everybody uses it, so what the hell…

Rest of the tutorial is below the cut.

Let’s start by creating our new app with no testing framework and with MySQL as the database:

$ rails new pro-template-app -d mysql -T

Now would be a good time to edit the .gitignore file to exclude files you don’t want to add to Git. Rails 3 already provides some good defaults, but if you want more possible entries there are samples available over at Github.

Once done, it’s time to make the initial commit.

$ git init
$ git add .
$ git commit -am "initial commit"

Setup Gemfile

Now is time to add the needed gems to Gemfile.

source 'http://rubygems.org'

gem 'rails', '3.0.3'
gem 'mysql2'
gem 'haml'
gem 'will_paginate', '3.0.pre2'
gem 'devise'

group :development, :test do
  gem 'capybara'
  gem 'rspec-rails'
  gem 'haml-rails'
  gem 'hpricot'
  gem 'ruby_parser'
  gem 'web-app-theme'
end

I’ve already explained most of the gems above at the beginning of this post. The only thing worth noting would be the odd version of will_paginate (no “release” version is ready yet for Rails 3) and the addition of hpricot and ruby_parser, both of which are needed by both devise and web-app-theme to generate haml files.

Run “bundle install” to install the gems. After the gems are installed, all of our generators will now use Rspec instead of Test::Unit, and it can now generate Haml instead of Erb.

Generate home page

Let’s try out our app first by creating a new root page to replace the default.

$ rails g controller home index
 
$ rm public/index.html

Then edit the config/routes.rb:

ProTemplateApp::Application.routes.draw do
  root :to => "home#index"
end

Before starting the app, don’t forget to create the database:

$ rake db:create

Start the server.

Generate theme with web-app-theme

Here comes the fun part.

$ rails g web_app_theme:theme --theme="drastic-dark" --engine=haml --app-name="My Latest Web App"

This will generate the layout files using the “Drastic Dark” theme in haml whose title would be “My Latest Web App”.

Delete the default layout generated for the rails app:

$ rm app/views/layouts/application.html.erb

then refresh the page.

It looks good, but it’s a little bit off when compared to the sample page. We still need to tweak the pages a bit. Look here and here for the changes to the page and layout respectively.

Jan 10 update: Andrea Franz also mentioned that you could use the option --themed-type=text for this step to generate a text template which you could manipulate as needed.

Note that the file created would be show.html.haml so unless you decided to treat the home controller as a resource (i.e. use show instead of index as the default page), you will have to rename/overwrite the said files.

$ rails g web_app_theme:themed home --themed-type=text --engine=haml
 
$ mv app/views/home/show.html.haml app/views/home/index.html.haml

Add Devise authentication

Let’s install Devise and create our User model in the process.

$ rails g devise:install
 
$ rails g devise user

We also need to customize the login screen so we’ll generate the Devise views.

rails g devise:views -e haml

Now we need to tweak the UI to use the web-app-theme. First, let’s generate the sign in layout:

$ rails g web_app_theme:theme sign --layout-type=sign --theme="drastic-dark" --engine=haml --app-name="My Latest Web App"

Then let’s add the following files to the config/application.rb file to change the layout for signing in:

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

After that comes the tedious part of having to modify the Devise app/views/devise/sessions/new.html.haml file to match the one expected by web-app-theme. Fortunately for you, you could just copy-paste what I did here.

Restart the server, run rake db:migrate, and try going to the login site (/users/sign_in).

Finishing touches to Devise

Let’s do some finishing touches to the UI.

First, modify the layout such that the logout button actually works. Then modify the CSS to use the Rails 3 standard “alert” flash message instead of “error”.

Now to test if Devise really works. Add the before_filter :authenticate_user! to home_controller.rb to kick us out to the login screen if we’re not logged in.

Create a test user via the rails console.

$ rails c

User.create :email => "test@example.com", :password => "123456", :password_confirmation => "123456"

You should now be able to login and logout.

Theming a CRUD module

Now let’s show how to add the web-app-theme to a new CRUD module. To simplify things, we’ll use the ultra-stupidsimple blog demo.

$ rails g scaffold blog_entry subject:string content:text publish_at:datetime
...
$ rake db:migrate

Overwrite the generated files by running web-app-theme’s generator:

$ rails g web_app_theme:themed blog_entries --will-paginate --engine=haml

Since we’re using will_paginate, we need to modify the controller accordingly. We also need to modify the layout to take into account the new module.

After that, you can still do a couple of minor tweaks to the pages to deal with their “auto-generated” jagged edges. Then you can also apply the error message fix and test it with the screens.

And after that…

The rest is up to the reader. Here are some gems that you might want to look at for your application, though:

• Cancan – clients usually have roles in their apps. If you have more than 3 roles, I suggest you use this gem to manage user rights.
• Delocalize – add this gem unless you want to manually handle your clients entering 10,000.00, saving it as 10000.00 in the database instead of 10. Also works on dates.
• Spreadsheet – web apps usually have a Batch Job and Reports component. While I’ve gone by with using the “runner + cron” for batch jobs, clients don’t really find CSV reports appealing. This gem allows you to generate Excel reports for them.
• Capistrano – for deployment. This gem warrants its own tutorial.

And that’s it. The complete code generated above can be found at Github.

This post by Bryan Bibat is from existence, refactored.