BookingSync Engine
Requirements
This engine requires Rails >= 5.0.0
and Ruby >= 2.3.0
.
Documentation
API documentation is available at rdoc.info.
Installation
BookingSync Engine works with Rails 4.2 onwards and Ruby 2.2 onwards. To get started, add it to your Gemfile with:
gem 'bookingsync-engine'
Then bundle install:
bundle install
Then mount BookingSync Authorization routes inside routes.rb
:
mount BookingSync::Engine => '/'
This will add the following routes:
/auth/bookingsync/callback
/auth/failure
/signout
BookingSync Engine uses the Account
model to authenticate each BookingSync Account, if you do not have an Account
model yet, create one:
rails g model Account
For single application setup
Then, generate a migration to add OAuth fields for the Account
class:
rails g migration AddOAuthFieldsToAccounts provider:string synced_id:integer:index \
name:string oauth_access_token:string oauth_refresh_token:string \
oauth_expires_at:string
and migrate:
rake db:migrate
Also include BookingSync::Engine::Models::Account
in your Account
model:
class Account < ActiveRecord::Base
include BookingSync::Engine::Models::Account
end
For multi application setup
Then, generate a migration to add OAuth fields for the Account
class:
rails g migration AddOAuthFieldsToAccounts provider:string synced_id:integer:index \
name:string oauth_access_token:string oauth_refresh_token:string \
oauth_expires_at:string host:string:uniq:index
Add manually null: false
to the host
field on the newly created migration file, then migrate:
rake db:migrate
Also include BookingSync::Engine::Models::MultiApplicationsAccount
in your Account
model:
class Account < ActiveRecord::Base
include BookingSync::Engine::Models::MultiApplicationsAccount
end
You also need to create applications
rails g model Application
Then, generate a migration to add credentials fields for the Application
class:
rails g migration AddCredentialsFieldsToApplications host:string:uniq:index client_id:text:uniq:index \
client_secret:text:uniq:index
Add null: false
to this 3 attributes, then migrate:
rake db:migrate
Also include BookingSync::Engine::Models::Application
in your Application
model:
class Application < ActiveRecord::Base
include BookingSync::Engine::Models::Application
end
Activate the multi app mode in an initializer:
BookingSyncEngine.setup do |setup|
setup.support_multi_applications = true
end
Use different models for single app and multiple app setup
To make transition between the two modes on the fly, you can use different model name for your accounts.
For the following example:
class MySingleAppAccount < ActiveRecord::Base
include BookingSync::Engine::Models::Account
end
class MyMultiAppAccount < ActiveRecord::Base
include BookingSync::Engine::Models::MultiApplicationsAccount
end
You just need to define which model goes with which mode in an initializer.
BookingSyncEngine.setup do |setup|
setup.single_app_model = -> { ::MySingleAppAccount }
setup.multi_app_model = -> { ::MyMultiAppAccount }
end
Configuration
The engine is configured by the following ENV variables:
-
BOOKINGSYNC_URL
- the url of the website, should be -
BOOKINGSYNC_APP_ID
- BookingSync Application's Client ID -
BOOKINGSYNC_APP_SECRET
- BookingSync Application's Client Secret -
BOOKINGSYNC_VERIFY_SSL
- Verify SSL (available only in development or test). Default to false -
BOOKINGSYNC_SCOPE
- Space separated list of required scopes. Defaults to nil, which means the public scope.
You might want to use dotenv-rails
to make ENV variables management easy. See spec/dummy/.env.sample
.
Embedded vs Standalone apps
The engine is set up by default to work with Embedded app for the BookingSync app store. This means that the OAuth flow will redirect using javascript redirect to break out of the iframe.
Embedded apps
Embedded apps will need to allow BookingSync to load them in an iframe.
This only has to be applied to the part of the application used in BookingSync
You can use the following helper in your controller to do just that:
after_action :allow_bookingsync_iframe
Standalone apps
Standalone applications will be working outside of BookingSync website. While it's not the recommended approach, some applications can benefit from this.
To make your application standalone, you must set the standalone mode by adding the following code to an initializer:
BookingSync::Engine.standalone!
Authentication in apps
BookingSync Engine will create some helpers to use inside your controllers and views.
Ensure authentication
To set up a controller with BookingSync account authentication, just add this before_action
:
before_action :authenticate_account!
It will make sure an account is authenticated (using OAuth2).
New authorization process
If the user is not currently authenticated, 3 responses can be expected:
1) Through Ajax requests
By Ajax request, we consider them when the X-Requested-With
header contains XMLHttpRequest
.
In this case, the authorization path will be returned a plain text with a 401 Unauthorized status.
2) Embedded Application
Embedded applications will be given a script tag forcing them to change their parent location to the authorization path. This is necessary so the authorization happens in the main window, not within an iFrame.
3) Standalone Application
Standalone applications will simply be redirected to the authorization path.
Accessing the current account
To retrieve the current signed-in account, this helper is available:
current_account
Securing applications
Session cookies
You should make sure session cookies for you application have the secure
flag. This will be done by Rails automatically if you have configured
your environment with config.force_ssl = true
. If not, you can change your
session_store.rb
initializer:
Rails.application.config.session_store :cookie_store,
key: '_your-app_session', secure: true
Contributing
We would love to see you contributing. Please, just follow the guidelines from https://github.com/BookingSync/contributing
Testing
By default, your tests will run against the Rails version used in the main Gemfile.lock, to test against all supported Rails version, please run the tests with Appraisals with: appraisal rake spec
Testing with docker
You can choose to run PostgreSQL in a Docker container. At the moment, you should use Beta channel on a Mac - so you can reach the docker machine on localhost. It is possible to set it up with stable, but then you have to configure it another way.
Use spec/dummy/config/database.yml.docker
instead of spec/dummy/config/database.yml
.
Once intalled, setup the DB with docker-compose create
, docker-compose start
and rake db:setup