unpoly-rails 2.1.0 → 2.2.0.pre.rc1

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data/README.md

@@ -1,83 +1,504 @@
-[Unpoly 2](https://unpoly.com)
-======
+unpoly-rails: Ruby on Rails bindings for Unpoly
+===============================================
 
-Unobtrusive JavaScript framework for server-side applications
--------------------------------------------------------------
+[Unpoly](https://unpoly.com) is an [unobtrusive JavaScript](https://en.wikipedia.org/wiki/Unobtrusive_JavaScript) framework for server-side web applications.
 
-[Unpoly](https://unpoly.com) enables fast and flexible frontends with minimal changes to your server-side code.
+The `unpoly-rails` gem helps integrating Unpoly with [Ruby on Rails](https://rubyonrails.org/) applications.
 
-This repository is home to both the Unpoly 2 JavaScript code and its (optional) bindings for Ruby on Rails (`unpoly-rails` gem).
 
-If you're looking for the code of Unpoly 0.x or 1.0, use the [`1.x-stable`](https://github.com/unpoly/unpoly/tree/1.x-stable) branch.
+Installing the gem
+------------------
 
+Add the following line to your `Gemfile`:
 
-Getting started
----------------
+```ruby
+gem 'unpoly-rails'
+```
 
-- See [unpoly.com](https://unpoly.com) for guides and documentation.
-- See [installation instructions](https://unpoly.com/install) for many different package managers and languages.
-- See [`CHANGELOG.md`](https://github.com/unpoly/unpoly/blob/master/CHANGELOG.md) for notable changes.
-- See [`README_RAILS.md`](https://github.com/unpoly/unpoly/blob/master/README_RAILS.md) documentation of the Rails bindings.
+Now run `bundle install` and restart your development server.
 
 
-Development
------------
+Installing frontend assets
+--------------------------
 
-### Running tests
+### With Webpacker
 
-Overview:
+If you're using [Webpacker](https://edgeguides.rubyonrails.org/webpacker.html), install the [`unpoly` npm package](https://unpoly.com/install/npm) to get Unpoly's frontend files.
 
-- This currently requires Ruby
-- There's a Rails app in `spec_app`
-- Jasmine tests for Unpoly live in `spec_app/spec/javascripts`
-- RSpec tests for the `unpoly-rails` gem live in `spec_app/spec/controllers`
+Now `import` Unpoly from your `application.js` pack:
 
-Install dependencies for tests:
+```js
+import 'unpoly/unpoly.js'
+import 'unpoly/unpoly.css'
+```
 
-- Install Ruby 2.3.8
-- Install Bundler by running `gem install bundler`
-- Install Node.js (required for building the library)
-- `cd` into `spec_app`
-- Install dependencies by running `bundle install`
+You may need to import [additional files](https://unpoly.com/install), e.g. when migrating from an old Unpoly version.
 
-To run Jasmine tests for Unpoly:
 
-- `cd` into `spec_app`
-- Start the Rails server by running `rails server`
-- Access `http://localhost:3000/specs` to see the Jasmine test runner
+### With the Asset Pipeline
 
-To run RSpec tests for the `unpoly-rails` gem:
+If you're using the [Asset Pipeline](https://guides.rubyonrails.org/asset_pipeline.html), this `unpoly-rails` gem also contains Unpoly's frontend files. The files are automatically added to the Asset Pipeline's <a href="https://guides.rubyonrails.org/asset_pipeline.html#search-paths">search path</a>.
 
-- `cd` into `spec_app`
-- Run `rspec`
+Add the following line to your `application.js` manifest:
 
+```js
+//= require unpoly
+```
 
-### Making a new release
+Also add the following line to your `application.css` manifest:
+
+```css
+/*
+ *= require unpoly
+ */
+```
+
+You may need to require [additional files](https://unpoly.com/install), e.g. when migrating from an old Unpoly version.
+
+
+Server protocol helpers
+-----------------------
+
+This `unpoly-rails` gem implements the <a href="https://unpoly.com/up.protocol">optional server protocol</a> by providing the following helper methods to your controllers, views and helpers.
+
+
+### Detecting a fragment update
+
+Use `up?` to test whether the current request is a [fragment update](https://unpoly.com/up.link):
+
+```ruby
+up? # => true or false
+```
+
+To retrieve the CSS selector that is being [updated](https://unpoly.com/up.link), use `up.target`:
+
+```ruby
+up.target # => '.content'
+```
+
+The Unpoly frontend will expect an HTML response containing an element that matches this selector. Your Rails app is free to render a smaller response that only contains HTML matching the targeted selector. You may call `up.target?` to test whether a given CSS selector has been targeted:
+
+```ruby
+if up.target?('.sidebar')
+  render('expensive_sidebar_partial')
+end
+```
+
+Fragment updates may target different selectors for successful (HTTP status `200 OK`) and failed (status `4xx` or `5xx`) responses.
+Use these methods to inspect the target for failed responses:
+
+- `up.fail_target`: The CSS selector targeted for a failed response
+- `up.fail_target?(selector)`: Whether the given selector is targeted for a failed response
+- `up.any_target?(selector)`: Whether the given selector is targeted for either a successful or a failed response
+
+### Changing the render target
+
+The server may instruct the frontend to render a different target by assigning a new CSS selector to the `up.target` property:
+
+```ruby
+unless signed_in?
+  up.target = 'body'
+  render 'sign_in'
+end
+```
+
+The frontend will use the server-provided target for both successful (HTTP status `200 OK`) and failed (status `4xx` or `5xx`) responses.
+
+
+### Rendering nothing
+
+Sometimes it's OK to render nothing, e.g. when you know that the current layer is to be closed.
+
+In this case you may call `up.render_nothing`:
+
+```ruby
+class NotesController < ApplicationController
+  def create
+    @note = Note.new(note_params)
+    if @note.save
+      if up.layer.overlay?
+        up.accept_layer(@note.id)
+        up.render_nothing
+      else
+        redirect_to @note
+      end
+    end
+  end
+end
+```
+
+This will render a 200 OK response with a header `X-Up-Target: none` and an empty body.
+
+You may render nothing with a different HTTP status by passing a `:status` option:
+
+```ruby
+up.render_nothing(status: :bad_request)
+```
+
+
+### Pushing a document title to the client
+
+To force Unpoly to set a document title when processing the response:
+
+```ruby
+up.title = 'Title from server'
+```
+
+This is useful when you skip rendering the `<head>` in an Unpoly request.
+
+### Emitting events on the frontend
+
+You may use `up.emit` to emit an event on the `document` after the
+fragment was updated:
+
+```ruby
+class UsersController < ApplicationController
+
+  def show
+    @user = User.find(params[:id])
+    up.emit('user:selected', id: @user.id)
+  end
+
+end
+```
+
+If you wish to emit an event on the current [layer](https://unpoly.com/up.layer)
+instead of the `document`, use `up.layer.emit`:
+
+```ruby
+class UsersController < ApplicationController
+
+  def show
+    @user = User.find(params[:id])
+    up.layer.emit('user:selected', id: @user.id)
+  end
+
+end
+```
+
+### Detecting an Unpoly form validation
+
+To test whether the current request is a [form validation](https://unpoly.com/input-up-validate):
+
+```ruby
+up.validate?
+```
+
+When detecting a validation request, the server is expected to validate (but not save) the form submission and render a new copy of the form with validation errors. A typical saving action should behave like this:
+
+```ruby
+class UsersController < ApplicationController
+
+  def create
+    user_params = params[:user].permit(:email, :password)
+    @user = User.new(user_params)
+    if up.validate?
+      @user.valid?  # run validations, but don't save to the database
+      render 'form' # render form with error messages
+    elsif @user.save?
+      sign_in @user
+    else
+      render 'form', status: :bad_request
+    end
+  end
+
+end
+```
+
+### Detecting a fragment reload
+
+To test whether the current request was made to [reload](https://unpoly.com/up.reload) or [poll](https://unpoly.com/up-poll) a fragment:
+
+```ruby
+up.reload?
+```
+
+You also retrieve the time when the fragment being reloaded was previously inserted into the DOM:
+
+```ruby
+up.reload_from_time # returns a Time object
+```
+
+The server can compare the time from the request with the time of the last data update.
+If no more recent data is available, the server can [render nothing](/X-Up-Target):
+
+```ruby
+class MessagesController < ApplicationController
+
+  def index
+    if up.reload_from_time == current_user.last_message_at
+      up.render_nothing
+    else
+      @messages = current_user.messages.order(time: :desc).to_a
+      render 'index'
+    end
+  end
+
+end
+```
+
+Only rendering when needed saves <b>CPU time</b> on your server, which spends most of its response time rendering HTML.
+
+This also reduces the <b>bandwidth cost</b> for a request/response exchange to **~1 KB**.
+
+
+### Working with context
+
+Calling `up.context` will return the [context](https://unpoly.com/up.context) object of the targeted layer.
+
+The context is a JSON object shared between the frontend and the server.
+It persists for a series of Unpoly navigation, but is cleared when the user makes a full page load.
+Different Unpoly [layers](https://unpoly.com/up.layer) will usually have separate context objects,
+although layers may choose to share their context scope. 
+
+You may read and change the context object. Changes will be sent to the frontend with your response.
+
+```ruby
+class GamesController < ApplicationController
+
+  def restart
+    up.context[:lives] = 3
+    render 'stage1'
+  end
+
+end
+```
 
-We are currently feeding two release channels:
+Keys can be accessed as either strings or symbols:
 
-- npm
-- Rubygems (as the `unpoly-rails` gem)
+```ruby
+puts "You have " + up.layer.context[:lives] + " lives left"
+puts "You have " + up.layer.context['lives'] + " lives left"
+````
 
-We always release to all channel simultaneously.
+You may delete a key from the frontend by calling `up.context.delete`:
 
-To prepare a new version:
+```ruby
+up.context.delete(:foo)
+````
 
-1. Edit `lib/unpoly/rails/version.rb` and bump the version number. Use [semantic versioning](http://semver.org/).
-2. Add an entry to `CHANGELOG.md`
-3. Commit and push the version bump and `CHANGELOG.md`
-4. Log into Rubygems and npm
+You may replace the entire context by calling `up.context.replace`: 
 
-Now you can call `rake release:all` to publish to Rubygems and npm.
+```ruby
+context_from_file = JSON.parse(File.read('context.json))
+up.context.replace(context_from_file)
+```
 
-After you have published all release channels, remember to:
+`up.context` is an alias for `up.layer.context`.
 
-1. Update [unpoly.com](https://unpoly.com/) so users see the new version, CDN link and CHANGELOG.
-2. Send a message to the [E-mail group](https://groups.google.com/group/unpoly) with the title "Unpoly X.Y.Z released". You can copy the relevant CHANGELOG part from [here](http://localhost:4567/changes_google_groups).
 
+### Accessing the targeted layer
 
-Credits
--------
+Use the methods below to interact with the [layer](/up.layer) of the fragment being targeted.
 
-- [Henning Koch](mailto:henning.koch@makandra.de) from [makandra](http://www.makandra.com) ([@triskweline](https://twitter.com/triskweline) on Twitter)
+Note that fragment updates may target different layers for successful (HTTP status `200 OK`) and failed (status `4xx` or `5xx`) responses.
+
+#### `up.layer.mode`
+
+Returns the [mode](https://unpoly.com/up.layer.mode) of the targeted layer (e.g. `"root"` or `"modal"`).
+
+#### `up.layer.root?`
+
+Returns whether the targeted layer is the root layer.
+
+#### `up.layer.overlay?`
+
+Returns whether the targeted layer is an overlay (not the root layer).
+
+#### `up.layer.context`
+
+Returns the [context](https://unpoly.com/up.context) object of the targeted layer.
+See documentation for `up.context`, which is an alias for `up.layer.context`.
+
+#### `up.layer.accept(value)`
+
+[Accepts](https://unpoly.com/up.layer.accept) the current overlay.
+
+Does nothing if the root layer is targeted.
+
+Note that Rails expects every controller action to render or redirect.
+Your action should either call `up.render_nothing` or respond with `text/html` content matching the requested target.
+
+#### `up.layer.dismiss(value)`
+
+[Dismisses](https://unpoly.com/up.layer.dismisses) the current overlay.
+
+Does nothing if the root layer is targeted.
+
+Note that Rails expects every controller action to render or redirect.
+Your action should either call `up.render_nothing` or respond with `text/html` content matching the requested target.
+
+#### `up.layer.emit(type, options)`
+
+[Emits an event](https://unpoly.com/up.layer.emit) on the targeted layer.
+
+#### `up.fail_layer.mode`
+
+Returns the [mode](https://unpoly.com/up.layer.mode) of the layer targeted for a failed response.
+
+#### `up.fail_layer.root?`
+
+Returns whether the layer targeted for a failed response is the root layer.
+
+#### `up.fail_layer.overlay?`
+
+Returns whether the layer targeted for a failed response is an overlay.
+
+#### `up.fail_layer.context`
+
+Returns the [context](https://unpoly.com/up.context) object of the layer targeted for a failed response.
+
+
+### Managing the client-side cache
+
+The Unpoly frontend caches server responses for a few minutes, making requests to these URLs return instantly.
+Only `GET` requests are cached. The *entire* cache is cleared after every non-`GET` request (like `POST` or `PUT`).
+
+The server may override these defaults. For instance, the server can clear Unpoly's client-side response cache, even for `GET` requests:
+
+```ruby
+up.cache.clear
+```
+
+You may also clear a single page:
+
+```ruby
+up.cache.clear('/notes/1034')
+```
+
+You may also clear all entries matching a URL pattern:
+
+```ruby
+up.cache.clear('/notes/*')
+```
+
+You may also prevent cache clearing for an unsafe request:
+
+```ruby
+up.cache.keep
+```
+
+Here is an longer example where the server uses careful cache management to keep as much of the client-side cache as possible:
+
+```ruby
+def NotesController < ApplicationController
+
+  def create
+    @note = Note.create!(params[:note].permit(...))
+    if @note.save
+      up.cache.clear('/notes/*') # Only clear affected entries
+      redirect_to(@note)
+    else
+      up.cache.keep # Keep the cache because we haven't saved
+      render 'new'
+    end
+  end
+  ...
+end
+```
+
+
+### Preserving Unpoly-related request information through redirects
+
+`unpoly-rails` patches [`redirect_to`](https://api.rubyonrails.org/classes/ActionController/Redirecting.html#method-i-redirect_to)
+so Unpoly-related request information (like the CSS selector being targeted for a fragment
+update) will be preserved for the action you redirect to.
+
+
+### Automatic redirect detection
+
+`unpoly-rails` installs a [`before_action`](https://api.rubyonrails.org/classes/AbstractController/Callbacks/ClassMethods.html#method-i-before_action) into all controllers which echoes the request's URL as a response header `X-Up-Location` and the request's
+HTTP method as `X-Up-Method`.
+
+
+### Automatic method detection for initial page load
+
+`unpoly-rails` sets an `_up_method` cookie that Unpoly needs to detect the request method for the initial page load.
+
+If the initial page was loaded with a non-`GET` HTTP method, Unpoly will fall back to full page loads for all actions that require `pushState`.
+
+The reason for this is that some browsers remember the method of the initial page load and don't let the application change it, even with `pushState`. Thus, when the user reloads the page much later, an affected browser might request a `POST`, `PUT`, etc. instead of the correct method.
+
+
+What you still need to do manually
+----------------------------------
+
+### Failed form submissions must return a non-200 status code
+
+Unpoly lets you submit forms via AJAX by using the [`form[up-follow]`](https://unpoly.com/form-up-submit) selector or [`up.submit()`](https://unpoly.com/up.submit) function.
+
+For Unpoly to be able to detect a failed form submission,
+the form must be re-rendered with a non-200 HTTP status code.
+We recommend to use either 400 (bad request) or 422 (unprocessable entity).
+
+To do so in Rails, pass a [`:status` option to `render`](http://guides.rubyonrails.org/layouts_and_rendering.html#the-status-option):
+
+```ruby
+class UsersController < ApplicationController
+
+  def create
+    user_params = params[:user].permit(:email, :password)
+    @user = User.new(user_params)
+    if @user.save?
+      sign_in @user
+    else
+      render 'form', status: :bad_request
+    end
+  end
+
+end
+```
+
+Development
+-----------
+
+### Before you make a PR
+
+Before you create a pull request, please have some discussion about the proposed change by [opening an issue on GitHub](https://github.com/unpoly/unpoly/issues/new).
+
+### Running tests
+
+- Install the Ruby version from `.ruby-version` (currently 2.3.8)
+- Install Bundler by running `gem install bundler`
+- Install dependencies by running `bundle install`
+- Run `bundle exec rspec`
+
+The tests run against a minimal Rails app that lives in `spec/dummy`.
+
+### Making a new release
 
+Install the `unpoly-rails` and [`unpoly`](https://github.com/unpoly/unpoly) repositories into the same parent folder:
+
+```
+projects/
+  unpoly/
+  unpoly-rails/
+```
+
+During development `unpoly-rails` will use assets from the folder `assets/unpoly-dev`, which is symlinked against the `dist` folder of the ``unpoly` repo.
+
+Before packaging the gem, a rake task will copy symlinked files `assets/unpoly-dev/*` to `assets/unpoly/*`. The latter is packaged into the gem and distributed.
+
+```
+projects/
+  unpoly/
+    dist/
+      unpoly.js
+      unpoly.css
+  unpoly-rails
+    assets/
+      unpoly-dev   -> ../../unpoly/dist
+        unpoly.js  -> ../../unpoly/dist/unpoly.js
+        unpoly.css -> ../../unpoly/dist/unpoly.css
+      unpoly
+        unpoly.js
+        unpoly.css
+```
+
+Making a new release of `unpoly-rails` involves the following steps:
+
+- Make a new build of unpoly (`npm run build`)
+- Make a new release of the unpoly npm package
+- Bump the version in `lib/unpoly/rails/version.rb` to match that in Unpoly's `package.json`
+- Commit and push the changes
+- Run `rake gem:release`