mholling/subdomain_routes

The Rails routing system is a pretty impressive piece of code. There’s a fair bit of magic going on to make your routes so easy to define and use in the rest of your Rails application. One area in which the routing system is limited however is its use of subdomains: it’s pretty much assumed that your site will be using a single, fixed domain.

There are times where it is preferable to spread a website over multiple subdomains. One common idiom in URL schemes is to separate aspects of the site under different subdomains, representative of those aspect. It many cases a simple, fixed subdomain scheme is desirable: support.whatever.com, forums.whatever.com, gallery.whatever.com and so on. On some international sites, the subdomain is used to select the language and localization: en.wikipedia.org, fr.wikipedia.org, ja.wikipedia.org_. Other schemes allocate each user of the site their own subdomain, so as to personalise the experience (_blogspot.com is a good example of this).

A couple of plugins currently exists for Rails developers wishing to incorporate subdomains into their routes. The de facto standard is SubdomainFu. (I’ll admit – I haven’t actually used this plugin myself.) There’s also SubdomainAccount.

I’ve recently completed work on a subdomain library which fully incorporates subdomains into the rails routing environment – in URL generation, route recognition and in route definition, something I don’t believe is currently available. As an added bonus, if offers the ability to define subdomain routes which are keyed to a model (user, category, etc.) stored in your database.

Installation

The gem is called SubdomainRoutes, and is easy to install from Gemcutter (you only need to add Gemcutter as a source once):

gem sources -a http://gemcutter.org
sudo gem install subdomain_routes

In your Rails app, make sure to specify the gem dependency in environment.rb:

config.gem "subdomain_routes", :source => "http://gemcutter.org"

[ UPDATE: You can also install the gem as a plugin: script/plugin install git://github.com/mholling/subdomain_routes.git ]

(Note that the SubdomainRoutes gem requires Rails 2.2 or later to run since it changes ActionController::Resources::INHERITABLE_OPTIONS. If you’re on an older version of Rails, you need to get with the program. ;)

Finally, you’ll probably want to configure your session to work across all your subdomains. You can do this in your environment files:

# in environment/development.rb:
config.action_controller.session[:session_domain] = "yourdomain.local" # or whatever

# in environment/production.rb:
config.action_controller.session[:session_domain] = "yourdomain.com" # or whatever

[ UPDATE: If you’re using your domain without any subdomain, you may need to set the domain to “.yourdomain.com” (with leading period). Also, you may first need to set config.action_controller.session ||= {} in your environment file, in case the session configuration variable has not already been set. ]

Mapping a Single Subdomain

Let’s start with a simple example. Say we have a site which offers a support section, where users submit and view support tickets for problems they’re having. It’d be nice to have that under a separate subdomain, say support.mysite.com. With subdomain routes we’d map that as follows:

ActionController::Routing::Routes.draw do |map|
  map.subdomain :support do |support|
    support.resources :tickets
    ...
  end
end

What does this achieve? A few things. For routes defined within the subdomain block:

• named routes have a support_ prefix;
• their controllers will have a Support:: namespace;
• they will only be recognised if the host subdomain is support; and
• paths and URLs generated for them by url_for and named routes will force the support subdomain if the current host subdomain is different.

This is just what you want for a subdomain-qualified route. Rails will recognize support.mysite.com/tickets, but not www.mysite.com/tickets.

Let’s take a look at the flip-side of route recognition – path and URL generation. The subdomain restrictions are also applied here:

# when the current host is support.mysite.com:
support_tickets_path
=> "/tickets"

# when the current host is www.mysite.com:
support_tickets_path
=> "http://support.mysite.com/tickets"

# overriding the subdomain won't work:
support_tickets_path(:subdomain => :www)
#  ActionController::RoutingError: Route failed to generate
#  (expected subdomain in ["support"], instead got subdomain "www")

Notice that, by necessity, requesting a path still results in an URL if the subdomain of the route is different. If you try and override the subdomain manually, you’ll get an error, because the resulting URL would be invalid and would not be recognized. This is a good thing – you don’t want to be linking to invalid URLs by mistake!

In other words, url_for and your named routes will never generate an invalid URL. This is one major benefit of the SubdomainRoutes gem: it offers a smart way of switching subdomains, requiring them to be specified manually only when absolutely necessary.

Mapping Multiple Subdomains

Subdomain routes can be set on multiple subdomains too. Let’s take another example. Say we have a review site, reviews.com, which has reviews of titles in several different media (say, DVDs, games, books and CDs). We want to key the media type to the URL subdomain, so the user knows by the URL what section of the site they’re in. (I use this scheme on my swapping site.) A subdomain route map for such a scheme could be as follows:

ActionController::Routing::Routes.draw do |map|
  map.subdomain :dvd, :game, :book, :cd, :name => :media do |media|
    media.resources :reviews
    ...
  end
end

Notice that we’ve specified a generic name (media_) for our subdomain, so that our namespace and named route prefix become Media:: and media_, respectively. (We could also set the :name to nil, or override :namespace or :nameprefix individually.)

Recognition of these routes will work in the same way as before. The URL dvd.reviews.com/reviews will be recognised, as will game.reviews.com/reviews, and so on. No luck with concert.reviews.com/reviews, as that subdomain is not listed in the subdomain mapping.

URL generation may behave differently however. If the URL is being generated with current host www.reviews.com_, there is no way for Rails to know which of the subdomains to use, so you must specify it in the call to urlfor or the named route. On the other hand, if the current host is dvd.reviews.com the URL or path will just generate with the current host unless you explicitly override the subdomain. Check it:

# when the current host is dvd.reviews.com:
media_reviews_path
=> "/reviews"

# when the current host is www.reviews.com:
media_reviews_path
#  ActionController::RoutingError: Route failed to generate (expected
#  subdomain in ["dvd", "game", "book", "cd"], instead got subdomain "www")

media_reviews_path(:subdomain => :book)
=> "http://book.reviews.com/reviews"

Again, requesting a path may result in an URL or a path, depending on whether the subdomain of the current host needs to be changed. And again, the URL-writing system will not generate any URL that will not in turn be recognised by the app.

Mapping the Nil Subdomain

SubdomainRoutes allows you to specify routes for the “nil subdomain” – for example, URLs using example.com instead of www.example.com. To do this though, you’ll need to configure the gem.

By default, SubdomainRoutes just extracts the first part of the host as the subdomain, which is fine for most situations. But in the example above, example.com would have a subdomain of example; obviously, not what you want. You can change this behaviour by setting a configuration option (you can put this in an initializer file in your Rails app):

SubdomainRoutes::Config.domain_length = 2

With this set, the subdomain for example.com will be "", the empty string. (You can also use nil to specify this in your routes.)

If you’re on a country-code top-level domain (e.g. toswap.com.au), you’d set the domain length to three. You may even need to set it to four (e.g. for nested government and education domains such as health.act.gov.au).

(Note that, in your controllers, your request will now have a subdomain method which returns the subdomain extracted in this way.)

Here’s an example of how you might want to use a nil subdomain:

ActionController::Routing::Routes.draw do |map|
  map.subdomain nil, :www do |www|
    www.resource :home
    ...
  end
end

All the routes within the subdomain block will resolve under both www.example.com and just example.com.

(As an aside, this is not actually an approach I would recommend taking; you should probably not have the same content mirrored under two different URLs. Instead, set up your server to redirect to your preferred host, be it with the www or without.)

Finally, for the nil subdomain, there is some special behaviour. Specifically, the namespace and name prefix for the routes will default to the first non-nil subdomain (or to nothing if only the nil subdomain is specified). You can override this behaviour by passing a :name option.

Nested Resources under a Subdomain

REST is awesome. If you’re not using RESTful routes in your Rails apps, you should be. It offers a disciplined way to design your routes, and this flows through to the design of the rest of your app, encouraging you to capture pretty much all your application logic in models and leaving your controllers as generic and skinny as can be.

Subdomain routes work transparently with RESTful routes – any routes nested under a resource will inherit the subdomain conditions of that resource:

ActionController::Routing::Routes.draw do |map|
  map.subdomain :admin do |admin|
    admin.resources :roles, :has_many => :users
    ...
  end
end

Your admin_role_users_path(@role) will automatically generate with the correct admin subdomain if required, and paths such as /roles/1/users will only be recognised when under the admin subdomain. Note that both the block form and the :has_many form of nested resources will work in this manner. (In fact, under the hood, the latter just falls through to the former.) Any other (non-resource) routes you nest under a resource will also inherit the subdomain conditions.

Defining Model-Based Subdomain Routes

The idea here is to have the subdomain of the URL keyed to an ActiveRecord model. Let’s take a hypothetical example of a site which lists items under different categories, each category being represented under its own subdomain. Assume our Category model has a subdomain attribute which contains the category’s custom subdomain. In our routes we’ll still use the subdomain mapper, but instead of specifying one or more subdomains, we just specify a :model option:

ActionController::Routing::Routes.draw do |map|
  map.subdomain :model => :category do |category|
    category.resources :items
    ...
  end
end

As before, the namespace and name prefix for all the nested routes will default to the name of the model (you can override these in the options). The routes will match under any subdomain, and that subdomain will be passed to the controller in the params hash as params[:category_id]. For example, a GET request to dvds.example.com/items will go to the Category::ItemsController#index action with params[:category_id] set to "dvds".

Generating Model-Based Subdomain URLs

So how does URL generation work with these routes? That’s the best bit: just the same way as you’re used to! The routes are fully integrated with your named routes, as well as the form_for, redirect_to and polymorphic_path helpers. The only thing you have to do is make sure your model’s to_param returns the subdomain field for the user:

class Category < ActiveRecord::Base
  ...
  alias_method :to_param, :subdomain
  ...
end

Now, in the above example, let’s say our site has dvd and cd su categories, with subdomains dvds and cds. In our controller:

@dvd
=> #<Category id: 1, subdomain: "dvds", ... >

@cd
=> #<Category id: 2, subdomain: "cds", ... >

# when the current host is dvds.example.com:
category_items_path(@dvd)
=> "/items"

polymorphic_path [ @dvd, @dvd.items.first ]
=> "/items/2"

category_items_path(@cd)
=> "http://cds.example.com/items"

polymorphic_path [ @cd, @cd.items.first ]
=> "http://cds.example.com/items/10"

As you can see, the first argument for the named routes (and polymorphic paths) feeds directly into the subdomain for the URL. No more passing :subdomain options. Nice!

ActiveRecord Validations

SubdomainRoutes also gives you a couple of utility validations for your ActiveRecord models:

• validates_subdomain_format_of ensures a subdomain field uses only legal characters in an allowed format; and
• validates_subdomain_not_reserved ensures the field does not take a value already in use by your fixed-subdomain routes.

(Undoubtedly, you’ll want to throw in a validates_uniqueness_of as well.)

Let’s take an example of a site where each user gets a dedicated subdomain. Validations for the subdomain attribute of the User model would be:

class User < ActiveRecord::Base
  ...
  validates_subdomain_format_of :subdomain
  validates_subdomain_not_reserved :subdomain
  validates_uniqueness_of :subdomain
  ...
end

The library currently uses a simple regexp to limit subdomains to lowercase alphanumeric characters and dashes (except on either end). If you want to conform more precisely to the URI specs, you can override the SubdomainRoutes.valid_subdomain? method and implement your own.

Using Fixed and Model-Based Subdomain Routes Together

Let’s try using fixed and model-based subdomain routes together. Say we want to reserve some subdomains (say support and admin) for administrative functions, with the remainder keyed to user accounts. Our routes:

ActionController::Routing::Routes.draw do |map|
  map.subdomain :support do |support|
    ...
  end

  map.subdomain :admin do |admin|
    ...
  end

  map.subdomain :model => :user do |user|
    ...
  end
end

These routes will co-exist quite happily together. We’ve made sure our static subdomain routes are listed first though, so that they get matched first. In the User model we’d add the validations above, which in this case would prevent users from taking www or support as a subdomain. (We could also validate for a minimum and maximum length using validates_length_of.)

Setting Up Your Development Environment

To develop your app using SudomainRoutes, you’ll need to set up your machine to point some test domains to the server on your machine (i.e. to the local loopback address, 127.0.0.1). On a Mac, you can do this by editing /etc/hosts. Let’s say you want to use the subdomains www, dvd, game, book and cd, with a domain of reviews.local. Adding these lines to /etc/hosts will do the trick:

127.0.0.1 reviews.local
127.0.0.1 www.reviews.local
127.0.0.1 dvd.reviews.local
127.0.0.1 game.reviews.local
127.0.0.1 book.reviews.local
127.0.0.1 cd.reviews.local

You’ll need to flush your DNS cache for these changes to take effect:

dscacheutil -flushcache

Then fire up your script/server, point your browser to www.reviews.local:3000 and your app should be up and running. If you’re using Passenger to serve your apps in development (and I highly recommend that you do), you’ll need to add a Virtual Host to your Apache .conf file. (Don’t forget to alias all the subdomains and restart the server.)

If you’re using model-based subdomain routes (covered next), you may want to use a catch-all (wildcard) subdomain. Setting this up is not so easy, since wildcards (like *.reviews.local) won’t work in your /etc/hosts file. There are a couple of work-around for this:

1. Use a proxy.pac file in your browser so that it proxies *.reviews.local to localhost. How to do this will depend on the browser you’re using.
2. Set up a local DNS server with an A record for the domain. This may be a bit involved.

Testing with Subdomain Routes

Testing routes and controllers with the SubdomainRoutes gem may require a little extra work. Here’s a simple routes.rb as an example:

map.subdomain :admin do |admin|
  admin.resources :users
end

map.subdomain :model => :city do |city|
  city.resources :reviews, :only => [ :index, :show ]
end

(This connects a fixed admin subdomain to a Admin::UsersController, and a model-based city subdomain to a City::ReviewsController.)

Testing Controllers

A simple test for the Admin::UsersController#show action would go along these lines:

class Admin::UsersControllerTest < ActionController::TestCase
  test "show action" do
    get :show, :id => "1", :subdomains => [ "admin" ]
    assert_response :success # or whatever
  end
end

Notice the :subdomains => [ "admin" ] in the hash passed to the get method. This is the additional requirement for testing controller actions which lie under a subdomain route. Your tests won’t work without it. The same applies for post, put and delete.

(For testing the model-based subdomain routes, :subdomains => :city_id and :city_id => "..." would be added to the route’s options hash. Check the specs for more examples, if you need them.)

It’s a little bit ugly (and not too DRY) to have to list the subdomains for the route in the test. Want to change the actual subdomains you are using? You’ll have to change your tests as well. But that’s the way it goes. (One way to avoid this brittleness, at least, would be to assign the subdomains to a constant and use the constant in your routes and tests.)

It’s easy to figure out what :subdomain option you should pass. Just look it up in your routes by typing rake routes at the console:

    admin_users GET    /users(.:format)          {:action=>"index", :subdomains=>["admin"], :controller=>"admin/users"}
                POST   /users(.:format)          {:action=>"create", :subdomains=>["admin"], :controller=>"admin/users"}
 new_admin_user GET    /users/new(.:format)      {:action=>"new", :subdomains=>["admin"], :controller=>"admin/users"}
edit_admin_user GET    /users/:id/edit(.:format) {:action=>"edit", :subdomains=>["admin"], :controller=>"admin/users"}
     admin_user GET    /users/:id(.:format)      {:action=>"show", :subdomains=>["admin"], :controller=>"admin/users"}
                PUT    /users/:id(.:format)      {:action=>"update", :subdomains=>["admin"], :controller=>"admin/users"}
                DELETE /users/:id(.:format)      {:action=>"destroy", :subdomains=>["admin"], :controller=>"admin/users"}
   city_reviews GET    /reviews(.:format)        {:action=>"index", :subdomains=>:city_id, :controller=>"city/reviews"}
    city_review GET    /reviews/:id(.:format)    {:action=>"show", :subdomains=>:city_id, :controller=>"city/reviews"}

The :subdomain option you need to use is listed right there in the right-most column of each route.

Testing Subdomain Routes

An underlying assumption in the Rails routing code is that the path is all that’s needed to specify an URL, since the host is assumed to be fixed and irrelevant. In some parts of the routing assertions code, this assumption is fairly tightly entangled in the code. Obviously, for subdomain routes, it’s an invalid assumption.

Augmenting Rails’ assert_generates and assert_recognizes methods to allow for a changeable host is not really a practical or sensible option. Instead, SubdomainRoutes adds some new assertions specifically for testing subdomain routes.

Testing Recognition

The signature for Rails’ traditional assert_recognizes method looks like this:

def assert_recognizes(expected_options, path, extras={}, message=nil)

The expected_options path is options hash describing the route that should be recognised (always including :controller and :action, as well as any other parameters that the route might produce). The path can either be a string representing the path, or a hash with :path and :method values (if you need to specify an HTTP method other than GET).

For assert_recognizes_with_host the same arguments are kept, since the :host can be passed as another option in the path hash. The :host option represents what host should be set in the TestRequest that’s used to recognise the path. (Unlike traditional routes, the subdomain, and hence the host, is required for recognition of the route.)

So a typical passing recognition test for the user index route would be:

test "admin_users route recognition" do
  assert_recognizes_with_host(
    { :controller => "admin/users", :action => "index", :subdomains => [ "admin" ] },
    { :path => "/users", :host => "admin.example.com" })
end

Notice the correct subdomain for this route is specified in the host. Note also the annoying :subdomains value in the first options hash. It needs to be there as well, to specify the route.

Testing Generation

Testing route generation is a little more involved. The Rails assertion is as follows:

def assert_generates(expected_path, options, defaults={}, extras={}, message=nil)

This method asserts that expected_path (a string) is the path generated by the route options. But with subdomain routes, the generated route may also depend on the current host – if the subdomain for the route is different than the current host, the host will be forced to the new subdomain.

To allow testing of this behaviour, the assert_generates_with_host method is introduced. This assertion allows you to specify the current host, as well as the host that the new route should have (if different):

def assert_generates_with_host(expected_path, options, host, defaults={}, extras={}, message=nil)

Notice the additional third argument, host, which you should set to the current host (i.e. the host under which the route is being generated).

Now to test an example route. First, test the case where the host doesn’t change:

test "admin_users route generation for the same subdomain" do
  assert_generates_with_host(
    "/users",
    { :controller => "admin/users", :action => "index", :subdomains => [ "admin" ] },
    "admin.example.com")
end

The assertion in this test is saying that, for admin.example.com, the index route should generate "/users" as the path, and not change the host. The test passes as this is expected behaviour.

The second test case covers the case of generating the route from a host with a different subdomain:

test "admin_users route generation for a different subdomain" do
  assert_generates_with_host(
    { :path => "/users", :host => "admin.example.com" },
    { :controller => "admin/users", :action => "index", :subdomains => [ "admin" ] },
    "www.example.com")
end

Here the usage diverges from assert_generates: instead of passing a string as the expected path, a hash is passed. As with assert_recognizes, the hash is used to specify both the :path and the :host that the route should generate. The above test passes because the route changes the subdomain from www to admin. (This only occurs in a single-subdomain route, of course.)

Use with RSpec

The subdomain routing assertions won’t help you much if you’re using RSpec or some other testing framework. Your best bet is to wrap each assertion up in its own class, just as RSpec does with assert_recognizes in its route_for method (check the rspec-rails source code). This shouldn’t be too hard to do.

Copyright © 2009 Matthew Hollingworth. See LICENSE for details.