Using Rails for API-only Applications

Chapters

1. What is an API Application?
2. Why Use Rails for JSON APIs?
3. The Basic Configuration
   • Creating a New Application
   • Generating a New Resource
   • Changing an Existing Application
4. Choosing Middleware
   • Using Rack::Cache
   • Using Rack::Sendfile
   • Using ActionDispatch::Request
   • Using Session Middlewares
   • Other Middleware
   • Removing Middleware
5. Choosing Controller Modules
   • Adding Other Modules

1 What is an API Application?

Traditionally, when people said that they used Rails as an "API", they meant providing a programmatically accessible API alongside their web application. For example, GitHub provides an API that you can use from your own custom clients.

With the advent of client-side frameworks, more developers are using Rails to build a back-end that is shared between their web application and other native applications.

For example, Twitter uses its public API in its web application, which is built as a static site that consumes JSON resources.

Instead of using Rails to generate HTML that communicates with the server through forms and links, many developers are treating their web application as just an API client delivered as HTML with JavaScript that consumes a JSON API.

This guide covers building a Rails application that serves JSON resources to an API client, including client-side frameworks.

2 Why Use Rails for JSON APIs?

The first question a lot of people have when thinking about building a JSON API using Rails is: "isn't using Rails to spit out some JSON overkill? Shouldn't I just use something like Sinatra?".

For very simple APIs, this may be true. However, even in very HTML-heavy applications, most of an application's logic lives outside of the view layer.

The reason most people use Rails is that it provides a set of defaults that allows developers to get up and running quickly, without having to make a lot of trivial decisions.

Let's take a look at some of the things that Rails provides out of the box that are still applicable to API applications.

Handled at the middleware layer:

• Reloading: Rails applications support transparent reloading. This works even if your application gets big and restarting the server for every request becomes non-viable.
• Development Mode: Rails applications come with smart defaults for development, making development pleasant without compromising production-time performance.
• Test Mode: Ditto development mode.
• Logging: Rails applications log every request, with a level of verbosity appropriate for the current mode. Rails logs in development include information about the request environment, database queries, and basic performance information.
• Security: Rails detects and thwarts IP spoofing attacks and handles cryptographic signatures in a timing attack aware way. Don't know what an IP spoofing attack or a timing attack is? Exactly.
• Parameter Parsing: Want to specify your parameters as JSON instead of as a URL-encoded String? No problem. Rails will decode the JSON for you and make it available in params. Want to use nested URL-encoded parameters? That works too.
• Conditional GETs: Rails handles conditional GET (ETag and Last-Modified) processing request headers and returning the correct response headers and status code. All you need to do is use the stale? check in your controller, and Rails will handle all of the HTTP details for you.
• HEAD requests: Rails will transparently convert HEAD requests into GET ones, and return just the headers on the way out. This makes HEAD work reliably in all Rails APIs.

While you could obviously build these up in terms of existing Rack middleware, this list demonstrates that the default Rails middleware stack provides a lot of value, even if you're "just generating JSON".

Handled at the Action Pack layer:

• Resourceful Routing: If you're building a RESTful JSON API, you want to be using the Rails router. Clean and conventional mapping from HTTP to controllers means not having to spend time thinking about how to model your API in terms of HTTP.
• URL Generation: The flip side of routing is URL generation. A good API based on HTTP includes URLs (see the GitHub Gist API for an example).
• Header and Redirection Responses: head :no_content and redirect_to user_url(current_user) come in handy. Sure, you could manually add the response headers, but why?
• Caching: Rails provides page, action, and fragment caching. Fragment caching is especially helpful when building up a nested JSON object.
• Basic, Digest, and Token Authentication: Rails comes with out-of-the-box support for three kinds of HTTP authentication.
• Instrumentation: Rails has an instrumentation API that triggers registered handlers for a variety of events, such as action processing, sending a file or data, redirection, and database queries. The payload of each event comes with relevant information (for the action processing event, the payload includes the controller, action, parameters, request format, request method, and the request's full path).
• Generators: It is often handy to generate a resource and get your model, controller, test stubs, and routes created for you in a single command for further tweaking. Same for migrations and others.
• Plugins: Many third-party libraries come with support for Rails that reduce or eliminate the cost of setting up and gluing together the library and the web framework. This includes things like overriding default generators, adding Rake tasks, and honoring Rails choices (like the logger and cache back-end).

Of course, the Rails boot process also glues together all registered components. For example, the Rails boot process is what uses your config/database.yml file when configuring Active Record.

The short version is: you may not have thought about which parts of Rails are still applicable even if you remove the view layer, but the answer turns out to be most of it.

3 The Basic Configuration

If you're building a Rails application that will be an API server first and foremost, you can start with a more limited subset of Rails and add in features as needed.

3.1 Creating a New Application

You can generate a new api Rails app:

$ rails new my_api --api

This will do three main things for you:

• Configure your application to start with a more limited set of middleware than normal. Specifically, it will not include any middleware primarily useful for browser applications (like cookies support) by default.
• Make ApplicationController inherit from ActionController::API instead of ActionController::Base. As with middleware, this will leave out any Action Controller modules that provide functionalities primarily used by browser applications.
• Configure the generators to skip generating views, helpers, and assets when you generate a new resource.

3.2 Generating a New Resource

To see how our newly created API handles generating a new resource, let's create a new Group resource. Each group will have a name.

$ bin/rails g scaffold Group name:string

Before we can use our scaffolded code, we need to update our database scheme.

$ bin/rails db:migrate

Now if we open our GroupsController, we should notice that with an API Rails app we are rendering JSON data only. On the index action we query for Group.all and assign it to an instance variable called @groups. Passing it to render with the :json option will automatically render the groups as JSON.

# app/controllers/groups_controller.rb
class GroupsController < ApplicationController
  before_action :set_group, only: %i[ show update destroy ]

  # GET /groups
  def index
    @groups = Group.all

    render json: @groups
  end

  # GET /groups/1
  def show
    render json: @group
  end

  # POST /groups
  def create
    @group = Group.new(group_params)

    if @group.save
      render json: @group, status: :created, location: @group
    else
      render json: @group.errors, status: :unprocessable_entity
    end
  end

  # PATCH/PUT /groups/1
  def update
    if @group.update(group_params)
      render json: @group
    else
      render json: @group.errors, status: :unprocessable_entity
    end
  end

  # DELETE /groups/1
  def destroy
    @group.destroy
  end

  private
    # Use callbacks to share common setup or constraints between actions.
    def set_group
      @group = Group.find(params[:id])
    end

    # Only allow a list of trusted parameters through.
    def group_params
      params.require(:group).permit(:name)
    end
end

Finally we can add some groups to our database from the Rails console:

irb> Group.create(name: "Rails Founders")
irb> Group.create(name: "Rails Contributors")

With some data in the app, we can boot up the server and visit http://localhost:3000/groups.json to see our JSON data.

[
{"id":1, "name":"Rails Founders", "created_at": ...},
{"id":2, "name":"Rails Contributors", "created_at": ...}
]

3.3 Changing an Existing Application

If you want to take an existing application and make it an API one, read the following steps.

In config/application.rb, add the following line at the top of the Application class definition:

config.api_only = true

In config/environments/development.rb, set config.debug_exception_response_format to configure the format used in responses when errors occur in development mode.

To render an HTML page with debugging information, use the value :default.

config.debug_exception_response_format = :default

To render debugging information preserving the response format, use the value :api.

config.debug_exception_response_format = :api

By default, config.debug_exception_response_format is set to :api, when config.api_only is set to true.

Finally, inside app/controllers/application_controller.rb, instead of:

class ApplicationController < ActionController::Base
end

do:

class ApplicationController < ActionController::API
end

4 Choosing Middleware

An API application comes with the following middleware by default:

• ActionDispatch::HostAuthorization
• Rack::Sendfile
• ActionDispatch::Static
• ActionDispatch::Executor
• ActionDispatch::ServerTiming
• ActiveSupport::Cache::Strategy::LocalCache::Middleware
• Rack::Runtime
• ActionDispatch::RequestId
• ActionDispatch::RemoteIp
• Rails::Rack::Logger
• ActionDispatch::ShowExceptions
• ActionDispatch::DebugExceptions
• ActionDispatch::ActionableExceptions
• ActionDispatch::Reloader
• ActionDispatch::Callbacks
• ActiveRecord::Migration::CheckPending
• Rack::Head
• Rack::ConditionalGet
• Rack::ETag

See the internal middleware section of the Rack guide for further information on them.

Other plugins, including Active Record, may add additional middleware. In general, these middleware are agnostic to the type of application you are building, and make sense in an API-only Rails application.

You can get a list of all middleware in your application via:

$ bin/rails middleware

4.1 Using Rack::Cache

When used with Rails, Rack::Cache uses the Rails cache store for its entity and meta stores. This means that if you use memcache, for your Rails app, for instance, the built-in HTTP cache will use memcache.

To make use of Rack::Cache, you first need to add the rack-cache gem to Gemfile, and set config.action_dispatch.rack_cache to true. To enable its functionality, you will want to use stale? in your controller. Here’s an example of stale? in use.

def show
  @post = Post.find(params[:id])

  if stale?(last_modified: @post.updated_at)
    render json: @post
  end
end

The call to stale? will compare the If-Modified-Since header in the request with @post.updated_at. If the header is newer than the last modified, this action will return a "304 Not Modified" response. Otherwise, it will render the response and include a Last-Modified header in it.

Normally, this mechanism is used on a per-client basis. Rack::Cache allows us to share this caching mechanism across clients. We can enable cross-client caching in the call to stale?:

def show
  @post = Post.find(params[:id])

  if stale?(last_modified: @post.updated_at, public: true)
    render json: @post
  end
end

This means that Rack::Cache will store off the Last-Modified value for a URL in the Rails cache, and add an If-Modified-Since header to any subsequent inbound requests for the same URL.

Think of it as page caching using HTTP semantics.

4.2 Using Rack::Sendfile

When you use the send_file method inside a Rails controller, it sets the X-Sendfile header. Rack::Sendfile is responsible for actually sending the file.

If your front-end server supports accelerated file sending, Rack::Sendfile will offload the actual file sending work to the front-end server.

You can configure the name of the header that your front-end server uses for this purpose using config.action_dispatch.x_sendfile_header in the appropriate environment's configuration file.

You can learn more about how to use Rack::Sendfile with popular front-ends in the Rack::Sendfile documentation.

Here are some values for this header for some popular servers, once these servers are configured to support accelerated file sending:

# Apache and lighttpd
config.action_dispatch.x_sendfile_header = "X-Sendfile"

# Nginx
config.action_dispatch.x_sendfile_header = "X-Accel-Redirect"

Make sure to configure your server to support these options following the instructions in the Rack::Sendfile documentation.

4.3 Using ActionDispatch::Request

ActionDispatch::Request#params will take parameters from the client in the JSON format and make them available in your controller inside params.

To use this, your client will need to make a request with JSON-encoded parameters and specify the Content-Type as application/json.

Here's an example in jQuery:

jQuery.ajax({
  type: 'POST',
  url: '/people',
  dataType: 'json',
  contentType: 'application/json',
  data: JSON.stringify({ person: { firstName: "Yehuda", lastName: "Katz" } }),
  success: function(json) { }
});

ActionDispatch::Request will see the Content-Type and your parameters will be:

{ person: { firstName: "Yehuda", lastName: "Katz" } }

4.4 Using Session Middlewares

The following middlewares, used for session management, are excluded from API apps since they normally don't need sessions. If one of your API clients is a browser, you might want to add one of these back in:

• ActionDispatch::Session::CacheStore
• ActionDispatch::Session::CookieStore
• ActionDispatch::Session::MemCacheStore

The trick to adding these back in is that, by default, they are passed session_options when added (including the session key), so you can't just add a session_store.rb initializer, add use ActionDispatch::Session::CookieStore and have sessions functioning as usual. (To be clear: sessions may work, but your session options will be ignored - i.e. the session key will default to _session_id)

Instead of the initializer, you'll have to set the relevant options somewhere before your middleware is built (like config/application.rb) and pass them to your preferred middleware, like this:

# This also configures session_options for use below
config.session_store :cookie_store, key: '_interslice_session'

# Required for all session management (regardless of session_store)
config.middleware.use ActionDispatch::Cookies

config.middleware.use config.session_store, config.session_options

4.5 Other Middleware

Rails ships with a number of other middleware that you might want to use in an API application, especially if one of your API clients is the browser:

• Rack::MethodOverride
• ActionDispatch::Cookies
• ActionDispatch::Flash

Any of these middleware can be added via:

config.middleware.use Rack::MethodOverride

4.6 Removing Middleware

If you don't want to use a middleware that is included by default in the API-only middleware set, you can remove it with:

config.middleware.delete ::Rack::Sendfile

Keep in mind that removing these middlewares will remove support for certain features in Action Controller.

5 Choosing Controller Modules

An API application (using ActionController::API) comes with the following controller modules by default:

Other plugins may add additional modules. You can get a list of all modules included into ActionController::API in the rails console:

irb> ActionController::API.ancestors - ActionController::Metal.ancestors
=> [ActionController::API,
    ActiveRecord::Railties::ControllerRuntime,
    ActionDispatch::Routing::RouteSet::MountedHelpers,
    ActionController::ParamsWrapper,
    ... ,
    AbstractController::Rendering,
    ActionView::ViewPaths]

5.1 Adding Other Modules

All Action Controller modules know about their dependent modules, so you can feel free to include any modules into your controllers, and all dependencies will be included and set up as well.

Some common modules you might want to add:

• AbstractController::Translation: Support for the l and t localization and translation methods.
• Support for basic, digest, or token HTTP authentication:
  • ActionController::HttpAuthentication::Basic::ControllerMethods
  • ActionController::HttpAuthentication::Digest::ControllerMethods
  • ActionController::HttpAuthentication::Token::ControllerMethods
• ActionView::Layouts: Support for layouts when rendering.
• ActionController::MimeResponds: Support for respond_to.
• ActionController::Cookies: Support for cookies, which includes support for signed and encrypted cookies. This requires the cookies middleware.

• ActionController::Caching: Support view caching for the API controller. Please note that you will need to manually specify the cache store inside the controller like this:

  class ApplicationController < ActionController::API
    include ::ActionController::Caching
    self.cache_store = :mem_cache_store
  end
  

  Copy

  Rails does not pass this configuration automatically.

The best place to add a module is in your ApplicationController, but you can also add modules to individual controllers.

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